I. Patent Technology Evaluation Procedure
1. Understand the appraisal purpose and willingness of the entrusting party and communicate fully;
2. Sign the entrustment contract, specifying the appraisal purpose, appraisal object, appraisal benchmark date and various requirements;
3. Clarify the ownership of property rights;
4. On-site investigation to understand the status of production, operation and management;
5. Guide the entrusting party to fill in the information;
6. Market research, data retrieval, relevant market demand analysis, technical indicators, economic indicators, industrial policies, industry information, etc. ;
7. Expert argumentation, evaluation and estimation, and three-level audit;
8. Issue an evaluation report to solicit opinions, exchange opinions with the entrusting party and improve the report;
9. Issue a formal evaluation report.
2. Time required for patent technology evaluation
The evaluation time is from the date of signing the contract, and all the work is completed within fifteen working days and the official report is delivered to the entrusting party. If you have special requirements for time, your company should inform us in advance so as to adjust the work arrangement and progress in time.
Specific work and timetable:
(1) Three working days on site; Enterprises should cooperate with the assessment agencies to complete the work is:
A. Discussion and investigation: Understand the development history, experience and future development plan of the enterprise; (One working day)
B. Provide basic evaluation materials according to the list of materials proposed by us (two working days);
(2) Market research, industry research, report writing and three-level audit (about ten working days);
(3) Issue the draft of the appraisal report for comments and solicit the opinions of the entrusting party (one working day).
(4) Issue a formal evaluation report and hand over the project (one working day).
Three, the principle of patent technology evaluation
1, principle of independence: independently evaluate qualifications, operate independently, and bear civil liabilities independently.
2. Objectivity principle: proceed from reality, carefully investigate and study, and conform to the actual selection methods and standards of enterprise assets evaluation.
3. Scientific principle: the operation follows the basic principles of asset appraisal, which is in line with national norms and international practices.
4. Principle of assets verification: The assets entrusted for evaluation shall not be impaired or omitted.
5. Principle of security and confidentiality: keep the known technical secrets and business secrets absolutely confidential.
Four. The basis of patent technology evaluation
1, the State Council 9 1 Order Measures for the Administration of Assets Appraisal,
2. Assets Appraisal Criteria and Assets Appraisal Criteria-Intangible Assets promulgated by the Ministry of Finance;
3. Detailed Rules for the Implementation of the Measures for the Administration of Assets Appraisal (No.36 (92) of the State-owned Assets Supervision Office);
4. Operational Opinions on Asset Appraisal Standards issued by China Asset Appraisal Association on May 7,1996;
5. Guiding opinions on enterprise value evaluation.
6. People's Republic of China (PRC) Company Law;
7. Trademark Law of People's Republic of China (PRC);
8. People's Republic of China (PRC) Patent Law;
9. Relevant national laws and regulations and relevant opinions and regulations;
10. Evaluate various data collected and investigated.
Verb (abbreviation of verb) patent technology evaluation method
Under the condition of continuous operation, the patent technology evaluation adopts the internationally accepted intangible assets evaluation method-the present value method of income.
The present value method of income is an evaluation method to determine the value of the appraised assets by estimating the expected income of the appraised assets within the economic life and converting it into the present value at an appropriate discount rate.
List of materials needed for patent technology value evaluation (industrialization) of intransitive verbs
(A), the basic information of enterprises
1. Business license, tax registration certificate and production license of industrial and commercial enterprise as a legal person;
2. Brief introduction of the enterprise;
3. Articles of association;
4. Distribution of enterprise marketing network;
5. Enterprise product quality standards;
6 news media and consumers' reports and comments on product quality and service;
(2) Patent technical data
1. Brief introduction of the research and development of the client's patented products and patent developers;
2. Patent certificates and related legal documents such as acceptance, transfer and change (contracts) and payment vouchers;
3. Patent specification;
4. Receipts and vouchers of annual patent application fee, maintenance fee, annual fee and other expenses.
5 patent product project proposal, joint venture letter of intent, feasibility study report or technical transformation plan;
6. Novelty search report;
(3) Financial information
1. Balance sheet, income statement or financial income statistics related to the patented products of the entrusting party in the last three years (including the evaluation benchmark date);
2 patent product development investment and cost statistics;
3. The customer's development plan for the next five years;
4. The entrusting party's income forecast and compilation instructions for the patented products in the next 3-5 years (attached with Form C of the template).
(4) Other information
1. Award-winning certificate of patented products and certificate of recognition of high-tech enterprises;
2. Commitment to pay the annual patent maintenance fee on schedule;
3. Letter of commitment from the entrusting party. (with template)
4. Expert evaluation form (limited to capital increase enterprises in Beijing, with template)