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7th Annual WIPO Forum on IP and SMEs September 14 and 15, 2009 INPI AND COMPETITIVE CLUSTERS

National institute. for. Industrial pr operty. 7th Annual WIPO Forum on IP and SMEs September 14 and 15, 2009 INPI AND COMPETITIVE CLUSTERS. Antoine RETY Head of Regional Branch, Lyon. Themes. INPI in brief Agreement's policy Competitive clusters INPI support to competitive clusters.

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7th Annual WIPO Forum on IP and SMEs September 14 and 15, 2009 INPI AND COMPETITIVE CLUSTERS

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  1. National institute for Industrial property 7th Annual WIPO Forum on IP and SMEsSeptember 14 and 15, 2009INPI AND COMPETITIVE CLUSTERS Antoine RETY Head of Regional Branch, Lyon.

  2. Themes • INPI in brief • Agreement's policy • Competitive clusters • INPI support to competitive clusters * National Anti-Counterfeiting Committee >7thWIPO Forum

  3. INPI in brief - Missions

  4. INPI in brief - Organization • Status: Public body reporting to the Ministry of Economy, Finance and Employment • Headcount: 800 staff • Operating budget: 180 million €, self-financed • Executive Committee: • Benoît Battistelli : General Director General Secretary of CNAC* • Philippe Laval : Deputy General Director • Frédéric Angermann : General Secretary * National Anti-Counterfeiting Committee >7thWIPO Forum

  5. INPI in brief - Regional Agencies 4 central offices: Paris, Compiègne, Lille, Nanterre 20 regional offices: Alsace (Strasbourg), Aquitaine (Bordeaux), Auvergne (Clermont-Ferrand), Basse-Normandie (Caen), Bourgogne (Dijon), Bretagne (Rennes), Franche-Comté (Besançon), Ile-de-France (Paris), Languedoc-Roussillon (Montpellier), Lorraine (Nancy), Midi-Pyrénées (Toulouse), Nord-Pas de Calais (Lille), Pays de la Loire (Nantes), Picardie (Compiègne), Provence-Alpes Côte d’Azur (Marseille, Sophia Antipolis), Rhône Alpes (Grenoble, Lyon and Saint Etienne), Antilles-Guyane (Guadeloupe) 3 international representations: China (Beijing), North Africa (Rabat), Arab Emirates (Abu Dhabi)  Caen  Dijon Besançon Clermont-Ferrand  >7thWIPO Forum

  6. INPI brief - Missions • Grant industrial property rights • Patents • Trade marks • Industrial designs • Inform and assist innovators • Provide them with technical and business information • Raise IP awareness and organize training programs • Adapt industrial property laws and strengthen the influence of France worldwide • Fight counterfeiting • Support economic growth through innovation >7thWIPO Forum

  7. INPI in brief - objectives • In 2005 and 2009, INPI signed a 4-year contract with the French Government, focusing on seven priorities: • Promote industrial property protection, support corporate innovation and competitiveness • Improve quality and speed in granting IP rights (patents, trademarks and designs) • Making comprehensive information on industrial property and firms readily available • Ensure greater involvement in the fight against counterfeiting • Reinforce the influence of France in industrial property matters • Adapt human resources to new challenges • Adjust INPI premises to its activities >7thWIPO Forum

  8. Agreement’s policy

  9. Agreement’s policy – partners 1/2 • AGREEMENTS with 12 FRENCH REGIONS : • Alsace, Aquitaine, Bretagne, Languedoc-Roussillon, Lorraine, Midi-Pyrénées, Pays de la Loire… AGREEMENTS with MAJOR INNOVATION PROMOTING STRUCTURES: • ACFCI, OSEO, Rétis, Réseau Curie, • Federation of Mechanical Industries (FIM) ... >7thWIPO Forum

  10. Agreement’s policy - partners 2/2 ACTIONS aimed at UNIVERSITIES and RESEARCH UNITS : • To increase their IP awareness • 100,000 laboratory notebooks available under a joint program with the Ministry of Research ACTIONS aimed at COMPETITIVE CLUSTERS : • 46 competitive clusters are supported by the INPI (tools for analyzing and monitoring IP practice in clusters, competitive watch, IP awareness-raising and training actions, prediagnosises) • Involvement in 7 Forums on financing innovation and competitiveness >7thWIPO Forum

  11. Agreement’s policy – a framework • A dedicated part of INPI budget WHO FOR ? • The local Chambers of Commerce, the local Guild Chambers, • Universities, incubators, public research promoting structures… WHAT FOR ? • To encourage collaborations and partnerships with innovation agencies / structures • Be an incentive to use IP tools in SMEs and research labs development strategy >7thWIPO Forum

  12. Agreement’s policy - an overview • Agreement’s policy • Partnerships (CCI, clusters,…) • Workshops IP prediagnosis IP diagnosis RISC >7thWIPO Forum

  13. Agreement’s policy – « user’s guide » HOW ? CONTRIBUTION : • Financial support: up to 50 % of the total cost • Technical assistance in the design and implementation of programs • Administrative support WHAT? SOME EXAMPLES : • Conferences and seminars, round tables and workshops • Training courses • Support tools dedicated to SMEs (audits…) >7thWIPO Forum

  14. Competitive clusters

  15. Competitive clusters - definition •  Companies (big firms and SMEs), research units and educational institutions… • …Working in active partnership under a common development strategy… • …To create synergies in the running of innovative research projects, in identified markets,… …in a given geographical area. >7thWIPO Forum

  16. Competitive clusters - creation July 2005 : • After a call for projects was launched, the National Industry and Territories Planning and Development Council (CIACT) initially found 67 local areas eligible for a «competitive cluster» label. >7thWIPO Forum

  17. Competitive clusters - objectives •  Reach the highest level of innovation •  Improve the competitiveness of French local areas • Support the development of a knowledge-based economy (Lisbon strategy) • Strengthen the international position of France >7thWIPO Forum

  18. Competitive clusters - organization • Legal status: more often french 1901 law association • A board with representatives of the industrial, academic and scientific members of the cluster • A permanent team in charge of coordination and running of the cluster >7thWIPO Forum

  19. Competitive clusters - the board’s role • Defines an overall strategy and road map of the cluster • Helps R&D innovative projects emerge, and support the cooperation between research centers, education bodies and industry (SMEs notably) • Evaluates and select the projects • Draws up external communication • Develop international cooperations >7thWIPO Forum

  20. Competitive clusters - geographical coverage Now 71* competitive clusters in France *17 internationally visible clusters >7thWIPO Forum

  21. INPI support to competitive clusters

  22. INPI support - collaboration • Two ways of collaborating :  informal cooperation  partnership agreements • Action programs implemented by the INPI regional offices EACH COMPETITIVE CLUSTER 1 INPI EXPERT FROM EACH REGIONAL OFFICE >7thWIPO Forum

  23. INPI support - who for, inside the cluster? • Actions dedicated to : • The GOVERNING BODY (board) in charge of the cluster • Its MEMBERS : industry, initial and continuing education bodies, public research units >7thWIPO Forum

  24. INPI support - program content • RAISING IP AWARENESS 1 - IP seminars and workshops • 2 - Training courses at reduced cost • HELP IN IMPLEMENTING IP STRATEGY • 3 - Meetings with INPI experts • 4 - IP diagnosises • 5 - IP prediagnosises • 6 - Documentary IP searches at reduced cost • 7 – Notebooks for cluster members (SMEs and labs) OTHER TOOLS >7thWIPO Forum

  25. INPI support - RAISING IP AWARENESS 1 - IP seminars and workshops: • Organization of conferences and round tables throughout the year on IP issues (patents, trademarks, industrial design, IP protection in biotechs, IP in partnerships, valuation of IP assets…) depending on the cluster technological themes • Highly-qualified speakers (patent attorneys, lawyers, INPI experts) • Specific programs upon request >7thWIPO Forum

  26. INPI support - RAISING IP AWARENESS 2 – Training courses (further education): • 3 main training topics: IP tools, documentary search, IP and corporate strategy • Open to SME members and staff of the cluster at half of its cost • Qualifying training courses (CAPI – 18 days a year) >7thWIPO Forum

  27. INPI support - HELP FOR IMPLEMENTING IP STRATEGY • 3 - Meetings with INPI experts • INPI experts participate in several cluster committees (technical committee, scientific committee, watch committee, financing committee…) • Individual meetings and follow-up with research project holders >7thWIPO Forum

  28. INPI - HELP FOR IMPLEMENTING IP STRATEGY • 4 - IP prediagnosises • More than 80 IP prediagnostics out of 900 were carried out for SME members of competitive clustersduring 2008 (in the “Rhône-Alpes” sector : 6 per each cluster, a year) >7thWIPO Forum

  29. Focus on prediagnostics • Since 2004, a method for introducing IP to companies • Fully financed by the INPI • All IP tools are covered: patents, trademarks, industrial designs, contracts, license agreements, documentary search, etc. FOR: • Innovative SMEs not familiar with IP protection • Staff < 1,000 • Not owned by big companies (staff 1,000) • No patent filed within the last 5 years (no such IP condition for members of competitive clusters) >7thWIPO Forum

  30. Focus on prediagnostics RESOURCES: • INPI experts • External experts DURATION:  1.5 day (0.5 day in the Company and 1 day for the writing of the report) SOME KEY FIGURES: • Target: 1,000 IP prediagnosis studies in 2009 / 1200 in 2012 • Mid-August 09: 750 completed >7thWIPO Forum

  31. Focus on prediagnostics A METHOD IN 4 STEPS: • 1 - Preparation of the 1st meeting: to collect information on the company • 2 - 1st meeting with the Managing Director: to understand and collect additional information on the company (technical field, legal and economic data, competitors, IP practice…) • 3 - Writing of the report: to highlight major recommendations and show how IP should help and support the development strategy of the firm • 4 – 2nd meeting with the Managing Director: to comment the report >7thWIPO Forum

  32. INPI support - HELP FOR IMPLEMENTING IP STRATEGY • 5 - IP diagnosises • 4-day audits focused on strategy and IP, legal IP aspects in partnership agreements • For SME and public research unit members • Carried out by : - patent attorneys - a patent attorney + a professional consultant • INPI finances 50 % of the total incurrent cost (excluding costs associated to preparing and filing IP titles) • More than 75 IP diagnosises planned in the next two years >7thWIPO Forum

  33. INPI support - HELP FOR IMPLEMENTING IP STRATEGY • 6 - Documentary searches at reduced cost • For members and board of clusters • RISC services (Recherches d’Informations Stratégiques et Concurrentielles) at 50 % of their cost:  prior art search  competitors watch  patent search for a defined technological field… • More than 150 RISC implementations planned for clusters in the two coming years >7thWIPO Forum

  34. INPI support - HELP FOR IMPLEMENTING IP STRATEGY • 7. Notebooks in cooperation with the Ministry of Research >7thWIPO Forum

  35. INPI support – OTHER TOOLS •  INPI delivers specialized studies based on patent information •  Rencontres INPI de l’Innovation (Innovation Meetings with INPI): specific surveys which highlight technological trends • Examples of themes :  Motor vehicles and Environment  Pictures and Networks  Aeronautics  Medicine and Biotechs  Transmitted to competitive clusters concerned >7thWIPO Forum

  36. INPI support - OTHER TOOLS • HELP FOR IMPLEMENTING IP STRATEGY : •  INPI also assists clusters in developing watch systems and supports actions aimed at collecting strategic information •  Creation of a Guide for IP in Competitive Clusters (with other state bodies) with a French Law Firm • http://www.competitivite.gouv.fr/IMG/pdf/bensoussan.pdf • http://www.industrie.gouv.fr/guidepropintel/ >7thWIPO Forum

  37. >7thWIPO Forum

  38. DGCIS Convention •  Signed in May 2009 • Guidelines for INPI actions towards competitive clusters • A road map set up for 3 years •  To reinforce INPI support to cluster boards and their SME s >7thWIPO Forum

  39. DGCIS Convention • Regroups INPI actions in a model agreement for future collaboration with new clusters:  one INPI expert for each cluster  patent watch and technological surveys  notebooks for cluster members (SMEs and research units)  training courses and IP workshops  IP prediagnostics and IP diagnosises (audits)  assistance in partnership agreements for R&D innovative projects  reduced cost RISC services  50 % reduction on main official fees for French patents (for individuals, SMEs and public research bodies) >7thWIPO Forum

  40. CONCLUSION • COLLABORATING WITH A COMPETITIVE CLUSTER IS AN EFFECTIVE WAY OF PROMOTING IP: • -AN INFLUENTIAL PARTNER • -A RECEPTIVE AUDIENCE • -AT THE FOREFRONT OF INNOVATION >7thWIPO Forum

  41. THANK YOU • FOR YOUR ATTENTION >7thWIPO Forum

  42. >7thWIPO Forum

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