IP support for SME policy
To help SMEs use IP more effectively, the Commission announced the following measures in the 2020 IP action plan
- An IP voucher to co-finance 'IP scans' (initial comprehensive and strategic IP advice) and trade mark and design basic registration fees (applications open as of early 2021)
- Further roll out the availability of strategic IP advice: making IP scans available to all participants of Horizon programmes and the expansion of this to other EU research and investment programmes (applications open as of early 2021)
- Pilot strategic advice combined with financial support to develop strategic IP portfolios (applications open as of early 2021)
- A European IP Information Centre and a simplified trade mark application system for applicants that do not use professional representatives (e.g. SMEs), both provided by the European Intellectual Property Office (EUIPO). The information centre will be linked to the 'Single Digital Gateway' and will offer access to all relevant information on IP formalities and related services (e.g. filing for domain name protection, registration of company names).
- To make it easier for SMEs to leverage their IP when trying to get access to finance, the Commission will discuss with the financial community what IP valuation and capacity building can help them to better take into account SMEs’ intellectual assets. The Commission will test IP evaluation in a broader context in the ‘tech due diligence’ pilot. It will also build upon existing bank guarantee mechanisms, such as the InnovFin SME Guarantee Facility.
The measures for SMEs in the 2020 IP action plan build on the measures outlined in the Staff Working Document of November 2016, 'Putting intellectual property at the service of SMEs to foster innovation and growth'.
IP support for SMEs
The EU funds five IP helpdesks staffed by experts who can provide free advice and training sessions on IP issues
- The European IP Helpdesk offers tailored advice to researchers and European SMEs participating in EU-funded research projects and SMEs involved in international technology transfer processes.
- Four specialised helpdesks support European SMEs in China, India (upcoming), South-East Asia and Latin America. These multilingual helpdesks offer free services including confidential first-line advice on registering formal IPRs (such as patents, trademarks or design rights), managing intellectual property as business assets, dealing with intellectual property rights infringements, and the provision of information and training on related topics.
The helpdesks are funded by COSME, Europe’s programme for small and medium-sized enterprises and Horizon 2020, the EU Framework Programme for Research and Innovation.
For SME holders of the Horizon 2020 'Seal of Excellence' and other innovative SMEs, the Commission has launched an action, IPA4SME, to help them develop an IP strategy through an IP scan and to co-finance patent fees and patent lawyer costs. The EUIPO already provides an IP information website, which gives access to private pro-bono advice providers and to alternative dispute resolution mechanisms for some trade mark related disputes.
Evaluating and monitoring IP use and IP support for SMEs
The Commission analyses policy on IP support and evaluates the effectiveness of support tools. The results of this evaluation can aid the work of public authorities planning to develop IP support services.
IP SME scoreboard
The EUIPO through the European Observatory on Infringements of Intellectual Property Rights monitors the use of IP by SMEs. Every three years it provides the results of a large SME survey, the IP SME scoreboard, on how the EU small businesses rely on IP to protect their intellectual assets.
Expert Group reports
Two expert groups have made recommendations on IP support for SMEs:
The reports stress the need to:
- provide intellectual asset management skills rather than increase IP rights registration;
- ensure links between IP specialist support and general business support (e.g. National Intellectual Property Offices and more general innovation support);
- ensure that support is coordinated at national and EU level;
- take a client-service attitude towards SMEs.
Evaluation of IPR support for SMEs
- The European IPR Helpdesk services were evaluated in 2013 for their rationale, utility, efficiency and value added. The evaluation (2 MB) highlights the importance of a marketing strategy and forming stronger links with entities closer to SMEs for IP support services. The evaluation can contribute to future improvements to the services provided by the Helpdesk.
- The IPorta project (2011-2014) aimed to help SMEs in Europe to use IPR in a more constructive way by improving SME support services provided by national IP offices (NIPOs). A report evaluating the project was produced in January 2015. An executive summary is also available.