Presentation by Frederique Peroy on IP issues and considerations for TSB funding calls

1. IP Roadmapfor TSB Consortia Frederique PeroyPeroy Consulting Ltd f.peroy@hotmail.co.uk

2. Outline Introduction Three steps towards sound IP management in TSB collaborations 5 min Q&A session

3. Step 1 – Exploitation Plan Timing of negotiations E.P. to be submitted within 3 months following receipt of TSB grant offer, likewise with C.A. Identify What, Who, How, When Identify business model(s) and route(s) to market Outline dissemination strategy

4. Step 2 – IP Provisions in C.A. Typical IP considerations Ownership Protection Dissemination Use and exploitation

5. IP Exploitation in model C.A. * considers that E.P. has been agreed between parties See IPO website for Lambert model C.A.: http://www.ipo.gov.uk/whyuse/research/lambert/lambert-mc.htm

6. IP exploitation in model C.A. “Locked in” v. “to be agreed” Agree full licence terms, incl. payment plan; or Identify and agree valuation mechanism Dissemination process Agree dissemination approval process Anticipate potential IP protection and/or commercial interest embargoes

7. Step 3 – IP Review Quarterly project meetings Use as forum to conduct IP round table discussions, alongside one to one conversations (if needed) Post project Individual exploitation outcomes communicated to TSB once a year

8. Q&A Thank you for listening, and Good luck with your TSB funding applications