參訪行程與人員

本次參訪將分為兩段進行，第一段為大學之參訪，第二段為AUTM 年會之參與，以下分別描述之。

（一）大學參訪

預定前往 University of Washington（UW）、University of California at Santa Cruz（Senta Cruz）及 Stanford University（Stanford）等，擇優而行，聽取美國技術移轉之經驗，預期3 天。預計安排以下活動：

第一天（3/4，週日）：由台北出發(請查看航班表 P20)，同一日期到達西雅圖（SEA）

旅社訂在UW 附近，預定為 Silver Cloud。

第二天（3/5，週一）：參訪華盛頓大學上午參訪UW 技術移轉辦公室

下午參訪Washington Technology Center，或是安排州政府相關人員之交流旅社預定為Silver Cloud。

Washington Technology Center 300 Fluke Hall

Box 352140

Seattle, WA 98195-2140 Phone: 206-685-1920 Fax: 206-543-3059

E-mail: [email protected] Web: www.watechcenter.org

第三天（3/6，週二）：出發舊金山(請查看航班表 P20)與參訪國科會科技小組上午搭機前往舊金山聖荷西（SFO）

下午參訪國科會科技小組

駐舊金山台北經濟文化辦事處科技組/楊啟航組長 Science and Technology Division

Taipei Economic and Cultural Office in San Francisco

Dr. Joseph C. H. Yang

5201 Great America Parkway Suite 200 Santa Clara, CA 95054

Tel: 1-408-9868686 ext 16 home 408-446-3146

CELL 408-621-5079 Fax: 1-408-9868066 e-mail: [email protected]

http://www.sciencesf.org/chinese/index.htm

旅社訂在聖荷西（Ramada Inn, Sunny vale）附近由佳慶旅遊李大慶先生(Mr. Lawrence Lee)接機 Phone：(650)754-1858

Fax：(650)754-9610 Call：(415)699-2732 Pager：(415)338-8588

第四天（3/7，週三）：訪問 Stanford 與 NASA Ames in Mountain View 上午（9:00-10:30）訪問 Stanford

下午（14:30-16:00）訪問 NASA Ames in Mountain View 晚上參加AUTM 開幕歡迎酒會

旅社訂在舊金山市內 1. San Francisco Marriott 地址：55 Fourth Street

San Francisco, California 94103 USA Phone: 1-415-896-1600

Fax: 1-415-486-8101 Sales: 1-415-442-6029 Sales fax: 1-415-486-8155 2. Holiday Inn Civic Center

地址：50 Eighth Street, San Francisco, California, 94103, US 電話： +1-415-626-6103

(詳請見 p18 旅館詳情)

在各校參訪的活動中，將採用預先擬定的議程，分為三部分進行，各校參訪的時間為一小時三十分鐘，其預定的議程如下：

第一部份：基本介紹，約15 分鐘

1. 美國聯邦政府對於美國大學技術移轉的政策與措施；

地址： 50 Eighth Street, San Francisco, California, 94103, US 電話： +1-415-626-6103

第六天（3/9，週五）：參與 AUTM 會議

旅社訂在舊金山市內 Holiday Inn Civic Center

地址： 50 Eighth Street, San Francisco, California, 94103, US 電話： +1-415-626-6103

第七天（3/10，週六）：參與 AUTM 會議、回程(請查看航班表 P20)

參訪行程表

日期行程備註

3/4（日）台北→西雅圖抵達西雅圖機場後搭乘taxi 至旅社Silver Cloud，夜宿西雅圖。

上午參訪華盛頓大學—技術移轉辦公室

午餐在 UW 的教授俱樂部用餐

3/5（一）

下午

參訪 Washington Technology Center，或安排州政府相關人員交流。

旅社Silver Cloud，夜宿西雅圖。

＊由Silver Cloud 至 UW 走路約十幾分鐘。

＊目前UW 櫻花盛開期間，大家可以留意欣賞。

Washington Technology Center 300 Fluke Hall

Box 352140

Seattle, WA 98195-2140 Phone: 206-685-1920 Fax: 206-543-3059

上午

Lawrence Lee)接機 Phone：(650)754-1858 Fax：(650)754-9610 Call：(415)699-2732 Pager：(415)338-8588

Bus hours：12：30pm to 19：30pm Surcharge：＄495

Tip：＄30，晚餐：＄10 Additional rate@＄50 3/6（二）

下午

參訪舊金山國科會科技小組，

駐舊金山台北經濟文化辦事處科技組/楊啟航組長

5201 Great America Parkway Suite 200

Santa Clara, CA 95054

夜宿舊金山 Sunnyvale Ramada Inn

Fax: 1-408-9868066

上午訪問Stanford

(上午 9：00~10：30)

訪問(下午 2：30)NASA Ames in Mountain View

下午

下午4：00 前往舊金山

晚上參加AUTM 開幕歡迎酒會

1. San Francisco Marriott 地址：55 Fourth Street

San Francisco, California 94103 USA

Phone: 1-415-896-1600 Fax: 1-415-486-8101 Sales: 1-415-442-6029 Sales fax: 1-415-486-8155

2. NASA Ames in Mountain View 地址：Moffett Field, California 94035

Phone: 1- 650- 604-5000

3. Holiday Inn Civic Center 地址：50 Eighth Street, San Francisco, California, 94103, US 電話： +1-415-626-6103

4. 由佳慶旅遊李大慶先生(Mr.

Lawrence Lee)接送 Phone：(650)754-1858 Fax：(650)754-9610 Call：(415)699-2732 Pager：(415)338-8588 Bus hours：totally 11 hrs , Additional charge @50 Surcharge：＄600

Tip：＄30，午、晚餐：＄20 與孫遠釗老師會面住宿旅館：San Francisco Marriott 與蔡熙文秘書長會面

3/7（三）

晚上

與樊治齊組長會面住宿旅館： HILTON SAN

3/9（五）參與AUTM 會議

Lawrence Lee)接送 Phone：(650)754-1858

Jon Sandelin

Senior Associate Emeritus

Stanford University Office of Technology Licensing 1705 El Camino Real, Palo Alto, CA 94306

telephone: 650 723 0651;

fax: 650 725 7295 web site: otl.stanford.edu

Gerald Barnett, Ph.D.

Cell: 831-359-7170

(831) 459-5415 Fax: (831) 459-1658

[email protected]

Director, Office for Management of IP 477 Kerr Hall / OMIP

1156 High Street

University of California Santa Cruz, CA 95064

參訪人員

Graduate Institute of Intellectual Property, National Chengchi University

主任及教授

Professor and Director

2. 佘日新 Sher, Jih-Hsin

國立暨南國際大學管理學院

College of Management, National Chi Nan University

Department of Business Administraion, National Yunlin University of Science and Technology

副教授

Associate Professor

黃國銘 Huang, Kuo-Ming

高雄醫學大學研究發展處

R&D office ,Kaohsiung Medical University

組長

Director ,Division of BioMedTech Management

管中徽 Kuan, Chung-Huei

國立臺灣科技大學技術移轉中心

Office of Technology Transfer Manager,National Taiwan University of Science and Technology

經理

Department of Central Processing,National Science Council

助理研究員 assistant researcher

陳翠妙 Chen, Tsui-Miao

行政院農業委員會畜產試驗所

Taiwan Livestock Research Institute 助理研究員 assistant researcher

3. 柯勝智

行政院農委會科技處技術服務科

Technology Service Section Department of 技正

4. 蔡千姿

Chien-Tzu Tsai

逢甲大學科技管理研究所

Graduate Institute of Management of technology, Feng Chia University

副教授兼任所長 Associate Professor and Director

5. 倪周華 Chou Hwa Ni

教育部高教司 Ministry of Education

專員

Department of Technological and Vocational Education, Ministry of Education

專門委員 Senior Specialist

7 劉文惠 Liu, Wen Huei

教育部顧問室

Science& Technology Advisory Office, Ministry of Education

專門委員 Senior Specialist

四、參訪機構介紹

本計畫所參訪機構之五所機構簡介如下。

1. University of Washington

Introduction to UW’s OTT

From its modest beginning over 20 years ago with one part-time employee and a half a dozen technologies, UW TechTransfer has matured into a vital resource for the University of Washington and one of the top technology transfer organizations in the country. Over the past two decades we have seen remarkable changes in how the University interacts with industry and tremendous interest in the creation and deployment of intellectual property arising in the course of University research.

At the University of Washington, we have always held the view that one of our primary purposes is to conduct research for the general benefit of the public.

Traditionally new knowledge has been made available to the public through teaching and publication, and only more recently, through the transfer of intellectual property.

UW TechTransfer’s investment in intellectual property protection and formation of commercial partnerships around University of Washington innovations allows the University to extend the impact of its research efforts and provide benefit to the public through useful products and services.

Our Fast Facts document provides details about recent UW TechTransfer activity.

UW TechTransfer is comprised of two licensing units: Invention Licensing and Digital Ventures, each focused on specialized licensing strategies and opportunities.

The office employs 45 staff and students to manage over 2000 active innovations, over 800 issued patents, nearly 800 pending patent applications, and over 500 active licenses. Intellectual property rights are pursued for 60 to 80 new and promising innovations each year and licensing staff in both Invention Licensing and Digital Ventures actively pursue partnerships with industry to move these early visions into viable products that benefit thousands of people.

For information and questions about invention and patent licensing, contact Invention Licensing.

For software-related inventions, databases, and information products and projects, including associated copyrights, trademarks, and patent rights, contact Digital Ventures.

For general information about UW TechTransfer please call 206.543.0905 or email [email protected].

2. University of California at Santa Cruz

Introduction to Santa Cruz’s OTT

The aim of the Office for Research is to promote the highest quality of scholarly and technical research in an educational setting. The office administers all externally sponsored contracts and grants, aids in proposal submission, award negotiation and processing, and facilitates licensing and patenting and technology transfer. The office promotes new research initiatives, administers seed funding and cost-sharing, informs about funding opportunities, and is responsible for Organized and Multicampus Research Units.

The Office of Technology Transfer (OTT) provides leadership and strategic direction for the system wide University of California technology transfer program and is responsible for administration of intellectual property on behalf of the

University. OTT functions include the development and administration of intellectual property policy, including the University of California Patent Policy, the evaluation of inventions, prosecution of patents, licensing of intellectual property, monitoring of licenses and other intellectual property agreements, distribution of resulting income, and provision of support to other University units in copyright, trademark, and research funding agreements.

In addition, OTT provides outreach services for the community on behalf of the system wide technology transfer program. These services include giving forums about how to work with UC, and providing ways to access the UC tech transfer system though publications, Web sites, and visibility at relevant meetings.

3. Stanford Universtiy

Introduction to Stanford’s TLO

OTL is responsible for managing the intellectual property assets of Stanford University.

When presented at a scientific meeting or published in a journal, scientific insights and academic breakthroughs draw interest and enthusiasm from the research community. However, without a company willing to invest in bringing the invention to marketplace, it is just as likely to end on the page. At OTL our charter is to help turn scientific progress into tangible products, while returning income to the inventor

provide funding to the inventors' departments and schools, as well as personal shares for the inventors themselves.

We typically begin by reviewing an invention with its inventor to learn about potential applications. We then develop a licensing strategy, consider the technical and market risks and decide whether to patent the invention. Together with the inventors, we try to find companies that might be interested in the invention and seek a product champion within a company before negotiating a licensing agreement.

Although patentable inventions do constitute the majority of OTL's licensing activities, we also handle copyright (software), trademark licensing, Tangible

Research Property (TRP), and outgoing Material Transfer Agreements for biological materials.

4. University of California at Berkeley

Introduction to Berkeley ‘s OTL

UC Berkeley's Office of Intellectual Property and Industry Research Alliances (IPIRA) was created in 2004 to provide a "one-stop shop" for industry research partners to interact with the campus. IPIRA's mission is to establish and maintain multifaceted relationships with private companies, and thereby enhance the research enterprise of the Berkeley campus. These relationships include sponsored research collaborations, and intellectual property commercialization. This office reports to the Vice Chancellor for Research and consists of two groups: the Office of Technology Licensing (OTL), and the Industry Alliances Office (IAO).

The Office of Technology Licensing (OTL) was established at Berkeley in January 1990, and reports to the Vice Chancellor for Research. We work with campus inventors to facilitate transfer of technologies created at UC Berkeley into the

commercial sector for public use. In interacting with the OTL,

Inventors may desire to disclose an invention, or software developers disclose software.

Companies or other organizations may desire to receive material, search for technology, or license technology from UC Berkeley.

The scope of OTL activities include:

Evaluating the commercial potential of new technologies

Determining patentability

Prosecuting patents

Registering copyrights

Marketing and licensing patents, tangible material, and software

Receiving and distributing royalties and other income to the inventors, UC Berkeley Campus and its Departments

An important objective of the University is to promote the wide dissemination of new ideas to the general public. OTL's staff of patent, copyright and licensing

professionals is available to the entire campus community for commercial evaluation of new technologies and inventions for patenting, registration of software copyrights, and the marketing and licensing of these intellectual properties.

5. AUTM

Introduction to AUTM

AUTM's global network of members represent more than 350 universities, research institutions, teaching hospitals and government agencies as well as hundreds of companies involved with managing and licensing innovations derived from

academic and nonprofit research.

The association was founded in 1974 as the Society of University Patent Administrators with the objective of addressing a concern that inventions funded by the U.S. government were not being commercialized effectively. Through the years AUTM has grown beyond this single objective and now provides professional

development and networking opportunities for technology transfer professionals at all career levels and from established and newly forming organizations worldwide.

AUTM provides numerous resources for members including survey reports, professional development courses, a comprehensive training manual, peer-reviewed journal and a worldwide community of peers with expertise in all areas of intellectual property management.

Academic technology transfer serves to:

Facilitate the commercialization of research results for the public good

Reward, retain, and recruit faculty

Induce closer ties to industry

Generate income and promote economic growth Member resources include:

Annual licensing survey and results of other research activities

Biennial salary survey

Annual and regional meetings

worldwide and demonstrate its benefits globally through education, advocacy, networking and communication.

Strategic Priorities:

Understanding: Promote consistent perceptions among key stakeholders about the scope of the practice of technology transfer and its benefits to society.

Best Practices: Build on AUTM’s reputation for premier professional development opportunities, which in turn create consistent practices among the profession.

Value of Membership: Demonstrate the benefits of membership to key stakeholders.

Communicate: Communicate with key stakeholders in a clear and effective manner.

International: Pursue the engagement of AUTM members around the world in a manner that facilitates their active participation in AUTM and enriches AUTM with their knowledge, insight and experience.

Governance: Ensure strong leadership is in place that best reflects member needs.

Networking: Maintain collaborative relationships and a productive networking environment among members.

Metrics: Enhance AUTM’s leadership position by addressing the need to collect and communicate information about the process and results of academic technology transfer.

（四）2007 AUTM Annual Conference Agenda

1. AUTM 年會活動前一天－本計畫第四天 3/7(三) 晚上大會安排歡迎晚宴，如下表所示：

2. AUTM 活動第一天－本計畫第五天 3/8(四)

大會第一天主要有 1 場專家演講，10 場教育訓練，與專業人士的分 11 組座談會，其內容請詳見下表所示：

3. AUTM 活動第二天－本計畫第六天 3/9(五)

大會第二天主要有 1 場專家演講，二階段 12 場次的討論會，與專業人士的分12 組座談會，其內容請詳見下表所示：

4. AUTM 活動第三天－本計畫第七天 3/10（六)

大會第三天主要有二階段 12 場次的討論會，其內容請詳見下表所示：

預定下午十二點半前離開會場，前往機場搭機。由佳慶旅遊李大慶先生(Mr.

Lawrence Lee)接送 Phone：(650)754-1858 Fax：(650)754-9610 Call：(415)699-2732 Pager：(415)338-8588

五、參訪活動記錄

2007/3/4 啟程

出訪團員啟程由台北出發至西雅圖。

(攝影：管中徽) 2007/3/5 華盛頓大學 University of Washington

參訪華盛頓大學技術移轉辦公室與由Dr. James Severson 先生接待與簡報。並合影留念。

(攝影：陳翠妙)

走在華盛頓大學的校園裡，

欣賞華大的人文建築與風

參訪華盛頓大學技術中心與接待人員合影留念。參觀其半導體實驗室。該中心提供並協助中小企業使用其額貴的半導體設備。

(攝影：管中徽)

華盛頓大學技術中心接待人員帶領團員了解技術中心的組織架構與現狀。

(攝影：黃國銘) 2007/3/6 Santa Cruz

參訪史丹佛大學技術移轉辦公室，由Jon Sandelin 先生接待與簡報。

史丹佛大學技術移轉辦公室接待人員。

(攝影：佘日新)

與史丹佛大學技術移轉辦公室接待人員合影留念。