May 20, 2009

BeWell@Stanford and Office of Technology Licensing

Meeting Schedule

8:00 - 8:30 am: Informal networking over refreshments.
8:30 - 8:40: Welcome, Announcements
Elizabeth Lasensky, TIPS Chair
8:40 - 9:10: 2009 BeWell Employee Incentive Program
Jennifer Sexton, Coordinator Health and Wellness Programs and Jayna Rogers, MPH - Health Education Manaqer
9:15 - 9:45: Licensing of Technology
Katharine Ku, Director - Office of Technology Licensing

Meeting Notes

TIPS Minutes May 20, 2009

Board:
Elizabeth Lasensky, Chair
Susan Phillips-Moskowitz, Co-chair
Jo-Ann Cuevas-Pagliaro - Coordinator

Announcements

Elizabeth Lasensky, started the meeting welcoming everyone and had everyone introduce themselves, stating their name and department.

Attendees: Cathy Booth, Molecular & Cellular Physiology, Rayna Krohn (Controller's Office), Carroll Johnson (School of Education), Phoenix Liu (SUSE), Laura bridge (Engineering), Carla Hanawalt (OOD), Margaret Buenas? (H&S), Carol Scholes (University Registrar), Nancy Bauman (ITS), Jennifer Sexton (Athletics), Jayna Rogers (SoM, HIP), Marjorie Alfs (CIS), Ed Jones (CEE), Rosenna Yau (Physics), Phyllis Mayberg (HAAS), Lisa Teresi-Forgatsch (ORA), Christine Fikdal (Computer Science

Lisa Forgatsch announced as incoming co-chair for TIPS. Her term begins in September 2009.
Next TIPS Meeting is in a new location - Turing Auditorium.
Next TIPS Topics: Ammy Hill from IT Services will show the new Stanford Calendar in more detail, and Catharine Christian will speak on the Stanford Global Network. We will set up WebEx for that meeting.
Nancy Bauman announced that the Work Life Office is providing WebEx free of charge through November.
The Health Improvement Program will be offering sessions via WebEx.

BeWell@Stanford

Jennifer Sexton, Jayna Rogers PowerPoint Presentation

We are empowering people and supporting and engaging individuals to take responsibility for their health and wellness. We need the institution's buy-in.

As we look at Wellness, we find the fastest growing cost for employers are employee health benefits.

The Provost is committed to the wellness program. For every $1 spent, we get a $3.50 return. The program is still active because the return is so great.

It's really a collaborative umbrella that pulls all the wellness programs together and creates a shift from: Illness (Disease Mgmt) To Wellness (prevention)

Look to each other to go on walks, to eat better, etc.

The Annual Cardinal walk is Friday, May 29th from 11:30 to 1p.m starting at Roble Field and Santa Teresa Street. Cardinal Walk 2009
BeWell@Stanford will be providing online walking maps for reference.
Check out HIP walking classes at hip.stanford.edu.
Be well walkers program online walking program free pedometer
Try a "walking meeting" if you don't need a computer. Informal meetings can make a big impact.
Research shows that if you wear pedometer they walk 2000 more steps.
A comment was made that going to the Manager level is the satellite model. Raising that awareness is really the way to go. Trying to see how many points of engagement can be made.
There was a question on doing exercise during work time. Jayna mentioned that they are working on a "well" day in addition to "sick" time. Can you sacrifice 15 minutes of a break to do it?

The Healthy Workforce Act

Enacted to drive an opportunity for companies to receive tax credits to incorporate programs like wellness.

Effort to get 75% participation rate. Becoming a bill enacted in congress.
Managers need to be role models.

In 2008, we had 62% participation rate. We are looking to 75% this year.
Stress and Impacts on Health

Stress is enough to impact health. 1/3 of folks that completed SHALA, are in a high impact on health.

Smoking rates fluctuate. This is a mainstream upper end employer. Not laborers and union, more like you.

BeWell Stories
Listen to the stories of the Provost, folks from the institution and your department, or individual stories.

Provost's Story
The Provost talked about his journey on wellness. He told a colleague that he was not feeling great (always tired, etc). The colleague told him about BeWell. He solicited the help of his wife who advised him to get a trainer. He went through ups and downs at first but he worked through it. The role model of that colleague that advised him is really what spurred him along.

We all need a role model. Do you know a colleague that is doing great? Ask yourself, "What AM I doing well?" What is my department doing well? What is my department's Wellness Plan?

BeWell Programs will come to your department. Enlist ten people and they will bring the class to you. You have to create the space. It could be a conference room, a studio, or even a lawn space. BeWell finds instructors.

Institutional Department Stories

Facilities Ops (LBRE) started this off.

IT Services has a TaiChi class, held outside on the lawn every Thursday. Need to create their own space. Can use outside.

Computer Science has a Yoga class at their facility area.

VP Human Resources - Diane Peck - started a walking class. Resident expert leads them through a warm up then they go out for a 30 minute walk one day a week.
Brings great support when you come together with your co-workers.

One dept brought in farmer's market

Start with something that's doable.

Individual Stories include comments like:

"brings less stress and calmness for rest of week."

" you can see the success in the weight loss."

"doing a little bit each day or 3 times a week increases physical activity

BeWell advocates

Looking for more advocates. If anyone is interested, let us know.

Next steps - Information Exchange

We are creating something where we can reach managers who will promote these programs.

Rosenna Yao - we supervise a very diverse group - some have an hour break, some half hour, some have commitments during lunch, etc. We may be able to commit to one common day. We could benefit from a trainer to help us get warmed up and then start walking.

Jayna - A half hour is great. If nothing else, a half hour could help create a spark.

Jayna and Jennifer reminded everyone of BeWell Walking.

Again, the Cardinal Walk is May 29th from 11:30 a.m. to 1p.m.

We are working to create more online walking maps.

Bewell walkers program = free pedometer.

Research shows that using a pedometer promotes more walking each day.

Once we know we're walking a certain amount and we're still not gaining better health then what else is going on with us? Is it stress? Is it not eating right?
We know this works. WE want everyone to be healthier.

Q. Is there any thought in the university where people can exercise during work hours?
A. This is a relationship with you and your supervisor that starts with dialog.

Phyllis - I think the pressure will come off once we get this blessed by local managers.

Jayna - This is where we need Manager buy-in.

Stress Management Options

There's a three-hour class offered by Learning and Development called Surviving and Thriving: Managing Stress NEW FOR MANAGERS! We are seeing that many people are attending these classes.

Classroom work site, short term and long term sessions.

Faculty/Staff Help Center
Staff counseling

Last Comments

Comment-Web site is difficult to navigate. How to use/get "berries." Had a limited time to create the web site and that was difficult.

Q. Is the incentive program on a calendar year or fiscal year?
A. It's on a calendar year.

We have the BeWell web site is maintained by an outside vendor.
The HIP web site was created on site and is HIPAA compliant.

Earn $250 icon on the bewell site is your gateway to the portal.

Office of Technology Licensing

- Katharine Ku, Director PowerPoint Presentation

Katharine summarized that the Office of Technology Licensing (OTL) is responsible for licensing university intellectual property (i.e., inventions and copyrightable materials) and industry sponsored technology.

Katharine talked about Stanford's Patent Policy which reads:

Patentable inventions made by faculty, staff or students...in the course of their university responsibilities or with more than incidental use of university resources... shall be assigned to the University.

Q. What happens if a student invents a product here at Stanford?
A. If students use some specialized lab equipment at Stanford to create their invention, Stanford may have an ownership position.

Katharine highlighted OTL's Mission: Transfer Stanford technology for society's use and benefit and to generate royalty income for research and education.
Royalty Sharing works like this:

Gross Royalties: Whatever money we bring in, we take 15% off the top for administrative fees, minus expenses (patent expenses). Typically it costs about $15,000-20,000 to file one patent, and it could cost as much as $30-40,000 to get an issued patent. We can't afford to file everything. The big job is to determine what to file, what not to file. If an invention is not going to see the light of day in 20 years, we may not file it.

Q. What makes you guys the experts on what should be patented?
A. We're not necessarily experts but we have a lot of experience dealing with many inventions, companies and licensing agreements. But we know the business. If we don't feel we will make any money on something down the road, we won't file it.

Equals Net Royalties

1/3 to Inventor, 1/3 to Dept, 1/3 to School

If the inventor was a member of two or more schools, that inventor gets to choose which department/school is their primary or the inventor can decide that both deparments/Schools get a share. The inventor should choose the unit which helped support the invention.

Katharine describes the process as:
1) Disclosure comes into the office
2) Assigned to a licensing person
a) Marketing takes place.
b) Find a company to develop the product.
3) Licensing person makes all decisions
a) Team
b) Signature authority
4) Licensing person has cradle to grave responsibility

We market the invention. We do it by web and whatever marketing tactics we choose to use at the time. The most important part is finding a company who will invest money and develop a product from the invention. If successful, Stanford gets paid.
Katharine signs the agreements and knows what is going on with all the licensing associates who have "cradle to grave" responsibility.

Q. Is there a patent attorney on staff?
A. No, we contract out. We usually try to find an attorney who is an expert in the field of the invention.

The history of OTL:

Started in 1970

Approx 7,400 cumulative disclosures

Over 2,800 active cases

Executed over 2,800 licenses

Approximately 1,200 active licenses

OTL has generated ~$1.14B in cumulative gross royalties

$548.4M was neither DNA nor Google

Over $1 billion stayed at Stanford/inventors

OTL has given 41.4M to the Research Incentive fund

The following are sobering statistics:

3 out of 7000 inventions were Big Winner

Google, DNA, Antibodies invention

19 cases generated $5M or more

55 cases generated $1M in cumulative royalties

The University cannot count on royalties for university operating expenses.

Katharine identified some of the most notable Stanford Inventions (see PowerPoint for full list). The Recombinant DNA ($225M) and Functional Antibodies ($195.2M) were top runners but the Improved Hypertext Searching (Google) generated $336.6M. We gave the founders a license. Understand that we got equity, but not a lot. We don't maximize equity return. We sell right away.

The 2007/2008 Highlights:

$62.5M Royalty Revenue

546 out of 2,814 active inventions generated income

8.1M in legal expenses

Start UPS

Lots of interest by universities

We do allow startups

Universities want to share in the upside and help with economic development

Conflict of interest issues are a primary concern.

Within licensing, there is a little group - industrial contracts office (ICO). They handle all the sponsorships and agreements with companies. Companies like Intellectual Property, OTL handles it. All the companies are similar in that they usually negotiate intellectual property clauses. All our folks have expertise.

Q. Do you handle clinical trials?
A. No because they don't involve intellectual property
We review affiliate programs.

Q. When do you choose not to go for a patent?
A. If government supports that invention, it has to go back to the government. If the government wants to give it back to the professor there could be a conflict of interest because you are not supposed to use university resources for personal gain.

Inventor - we grant a license to the inventor who is then obligated to give OTL one percent if they make any money on the invention; they also pay for the patent.
If inventor is going to leave, we can waive it back (if the government is not involved).

Q. If students create an application/invention out of a class project, do they have to go through OTL?
A. No. If they didn't use University resources, they don't have to go through OTL.
Yahoo was invented here but by students who created it in the dorm. They didn't use Stanford resources except for the network, so the University decided we didn't have an ownership interest in the technology.

Google created their application through the libraries.

Cisco story
They developed the technology when we had an old patent policy. The Cisco inventors/founders were staff. It was created under an unclear patent policy at that time. Cisco started without coming through OTL.

Katharine Ku's office is on El Camino and Serra - Green Arches.

Elizabeth thanked everyone for coming and reminded the team of next month's meeting. Meeting adjourned.

TIPS

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