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技術ライセンス及び開発契約 2015年版

Technology Licensing and Development Agreements, 2015 Edition

Cynthia Cannady; Principal and Founder of IP*SEVA

1 vol. xxii, 908pp. Paperbound with CD-Rom. 2015年5月刊

Matthew Bender. ISBN: 9781632815200

¥34,491

在庫あり

企業間や産官学間において締結される技術ライセンス契約や開発契約について、各条項例の機能やその重要性を具体例を交えて解説。交渉、準備、管理におけるスケジュール、大学および国立研究所との契約、反トラスト法の問題、倫理的問題にも言及しています。添付のCD-Romには、技術/特許ライセンス、クロスライセンス、ソフトウェア、商標、提携開発、受託研究、大学等の特許ライセンス、相互秘密保持契約、等を収録。Apple、WIPOに勤務した著者の経験に基づく、知財戦略の重要性を加味した契約実務の文献です。

【Table of Contents】

1: Technology Licensing and Development Agreements Defined

1.0: Read this First: The Structure and Content of This Book

1.1: Technology Licensing Agreements Defined

1.2: Development Agreements Defined

1.3: Related Technology Agreements

1.4: Licensing Philosophy: The Yoke of Win-Win

2: Intellectual Property Strategy

2.0: Chapter Overview: Building and Using an Intellectual Property Portfolio

2.1: What is Intellectual Property Strategy?

2.2: Strategies for Building an Intellectual Property Portfolio

2.3: Strategies for Using the Intellectual Portfolio

2.4: Company Intellectual Property Culture

2.5: Public Intellectual Property Strategy and Innovation

3: How to Prepare for Negotiations

3.0: Overview: A 90-Day Countdown

3.1: Select a Negotiation Team

3.2: Identify Business Objectives

3.3: Assess Bargaining Power and Alternatives

3.4: Check and Strengthen Intellectual Property

3.5: Set the Schedule

3.6: Gather Documents

3.7: Prepare the Internal Property

3.8: Consider and Prepare Interim Agreements

3.9: Draft the Exhibits

3.10: Get the Agreement Draft Ready

4: The Material Terms of License Agreements

4.0: Overview: Material Terms as Modules

4.1: Recitals

4.2: Definitions

4.3: License Subject Matter

4.4: License Grants

4.5: Royalties

4.6: Lump Sum Payments

4.7: Means of Payment Terms

4.8: Report and Audit

4.9: Warranty

4.10: Indemnity

4.11: Intellectual Property Maintenance and Licensor Enforcement

4.12: Most Favored Status Assurances and Rights of First Refusal

4.13: Non-Assertion, Defensive Termination and No Challenge Clauses

4.14: Patent Marking

4.15: Choice of Law and Venue

4.16: Arbitration and Mediation

4.17: Term, Termination, and Survival

4.18: Failure of the Patent

4.19: Insolvency, Bankruptcy, and Escrow

4.20: Parties, Assignment, and Succession

4.21: Patent Exhaustion and Downstream Parties

4.22: Confidentiality and Publicity

4.23: Generic Contract Terms

5: The Material Terms of Development Agreements

5.0: Overview: Collaboration and Its Discontents

5.1: Recitals and Common Definitions in Development Agreements

5.2: Obligations of the Parties, Statements of Work, and Deliverables

5.3: Specifications and Performance Requirements

5.4: Test and Acceptance

5.5: Project Management and Changes

5.6: Equipment and Documentation

5.7: Intellectual Property Ownership, Management, and Licenses

5.8: Key Personnel and Non-Solicitation

5.9: Employee Training

5.10: Payment and Payment Criteria

5.11: Loans and Investment

5.12: Exclusivity and Non-Compete Commitments

5.13: Limitations and Disclaimers of Liability

5.14: Term, Development Period, and Termination

5.15: Insurance

5.16: Purchase of Prototypes and Products

5.17: Export Control

5.18: Marketing Cooperation and Attribution

5.19: Consulting, Maintenance, and Service

5.20: Note on Master Agreements

6: Valuation of Intellectual Property

6.1: Intellectual Property Valuation: What is it?

6.2: Overview of Intellectual Property Valuation in Licensing Agreements

6.3: Income Method

6.4: Refinements of Income Method: Monte Carlo Simulation and Real Options

6.5: The Rule of Thumb, Broken

6.6: The Market Method

6.7: Rating and Ranking, and Qualitative Variations Defined

6.8: The Cost Method

6.9: Valuation in International Negotiations

6.10: Valuation in a Development Collaboration Agreement

6.11: Valuation Checklist

7: Technology Agreements with University and National Laboratories

7.0: Overview: Research Technology Transfer in Context

7.1: Research Technology Transfer in Context

7.2: Models of Research Commercialization and Their Contracts

7.3: Agreements with Universities

7.4: Agreements with the National Laboratories: Policies and Material Terms

8: Standards Licensing and Antitrust

8.0: Overview: Three Principles in Tension

8.1: Standards Licensing and Patent Pools: Definitions and Examples

8.2: Cross-Licenses: Definitions and Examples

8.3: Open Licenses: Definitions and Examples

8.4: Trademark Certification Licensing Programs

8.5: Law Relevant to Licensing and Development Agreement

8.6: Licensing Conduct that Raises Antitrust Issues

9: Ethics in Technology Agreements

9.0: Overview: Incivility, Disloyalty, Bullying, Fraud, and Crime

9.1: Professional Conduct and Civility

9.2: Conflicts of Interest

9.3 Conflicts of Commitment

9.4: Ethics When Bargaining Power Is Unequal

9.5: Socially Responsible Licensing

9.6: Genetic Invention Licensing

9.7: False Representations

9.8: Improper Payments and Foreign Corrupt Practices Act Liability

9.9: Ethics Checklist

10: Negotiating Technology Licensing and Development Agreements

10.0: Overview: A Systematic Approach to Negotiation

10.1: Framing the Business Case

10.2 How to Begin

10.3: The Roles of Lawyers and Technologists in Negotiation

10.4: How to Read Without Dominating

10.5: Negotiating Nondisclosure Agreements

10.6: Negotiation Evaluation, Prototype, and Interim Agreements

10.7: The Three No’s: Letters of Intent, Memoranda of Understanding, and Standstill Agreements

10.8: Using an External Term Sheet to Determine the Top and Bottom Lines

10.9: How to Break Common Deadlocks

10.10: How to Deal with Difficult Opposing Parties

10.11: How to Get Protracted Negotiations on Schedule

10.12: When and How to Withdraw from Negotiations

11: Drafting and Monitoring Technology Agreements

11.0: Overview: Writing the Terms and Living with Them

11.1: The Drafter’s Dilemma

11.2: The Battle of the Drafts

11.3: Five Rules for Good Drafting

11.4: Negotiator-Drafter Communication

11.5: Developing a Liability of Form Contracts

11.6: Post-Execution Royalty and Performance Monitoring

11.7: Continuing the Momentum with Intellectual Property Strategy

12: The Challenges Ahead for Technology Contract

12.0: Overview: The Rising Tide

12.1: Climate Change, War, Poverty, and Contract

12.2: Privatization pf Research and Attacks on Academic Technology Transfer

12.3: Digitization, Intermediaries, and Private Dispute Resolution

12.4: Concentration, Cartels and Competition

12.5: Intellectual Property as Empowerment of Trap

Appendix I: Form Agreements

l:1 Technology License Agreement

l:2 Patent License Agreement (Exclusive)

l:3 Cross-License Agreement

l:4 Software License Agreement

l:5 Trademark Certification License

l:6 Standards License Agreement

l:7 Development Collaboration

l:8 Development and Supply Agreement

l:9 Sponsored research Agreement

l:10 Material Transfer Agreement

l:11 University Exclusive Patent License Agreement

l:12 Mutual Nondisclosure Agreement (Confidentiality)

l:13 Interim Agreement

l:14 Prototype/Evaluation Agreement

l:15 Prototype Services/Consulting Agreement

Appendix II: Form Templates

ll:A. Invention Disclosure Form

ll:B. Internal Term Sheet

ll:C. External Term Sheet

ll:D. Intellectual Property Audit Template

ll:E. Royalty Report Request

ll:F. Royalty Audit Request

ll:G. Forms Library Checklist

Appendix III: Resources

A. Professional Licensing Associations, Selected Intellectual Property Offices, and Useful Websites

B. List of National Laboratories Managed by the United States Department of Energy (DOE)

Appendix IV: Intellectual Property Basics

TABLE OF CASES

TABLE OF STATUTES

INDEX