1. Patent technology evaluation procedure

1. Understand the evaluation purpose and willingness of the entrusting party and make full communication;

2. Sign the entrustment contract, specifying the appraisal purpose, appraisal object, appraisal benchmark date and various requirements;

3. define the ownership of property rights;

4. On-site investigation to understand the production, operation and management;

5. instruct the entrusting party to fill in the information;

6. Market research, data retrieval, analysis of relevant market demand, technical indicators, economic indicators, industrial policies, industry information, etc.;

7. Expert argumentation, evaluation and estimation, and three-level audit;

8. issue a draft of the appraisal report for comments, exchange opinions with the entrusting party and improve the report;

9. issue a formal evaluation report.

II. Time required for patent technology evaluation

The evaluation time starts 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. Your company should inform us in advance if you have special requirements for time, so as to adjust the work arrangement and progress in time.

Specific work and schedule:

(1) The on-site work lasts about three working days; The work that the enterprise should cooperate with the evaluation agency is:

a. Discussion and investigation: understanding the development history, experience and future development p>A． 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 an evaluation 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).

III. Principles to be followed in patent technology evaluation

1. Principle of independence: Independent evaluation qualification, independent operation and independent civil liability.

2. Objectivity principle: Proceed from reality, carefully investigate and study, and conform to the actual selection methods and standards of the appraised assets of the enterprise.

3. scientific principle: the operation is guided by the basic principles of asset appraisal, which conforms to both national norms and international practices.

4. principle of asset verification: the assets entrusted for appraisal shall not be devalued or omitted.

5. principle of security and confidentiality: keep the known technical secrets and business secrets absolutely confidential.

iv. Basis for patent technology evaluation

1. Administrative Measures for Assets Evaluation issued by the State Council No.91,

2. Assets Evaluation Criteria and Assets Evaluation Criteria-Intangible Assets promulgated by the Ministry of Finance;

3. the detailed rules for the implementation of the measures for the administration of assets appraisal (No.36 (92) of the state-owned assets supervision and administration office;

4. Opinions on Standard Operation of Assets Appraisal issued by China Assets Appraisal Association on May 7, 1996;

5. Guiding Opinions on Enterprise Value Evaluation.

6. Company Law of the People's Republic of China;

7. Trademark Law of the People's Republic of China;

8. Patent Law of the People's Republic of China;

9. Relevant national laws and regulations and relevant opinions and regulations;

1. Evaluate all kinds of data collected and investigated.

v. evaluation method of patent technology

under the condition of continuous operation, the evaluation of patent technology adopts the internationally common intangible assets evaluation method-the present value method of income.

the present value method of income is an appraisal method to determine the value of the appraised assets by estimating the expected income within the economic life of the appraised assets and converting it into present value at an appropriate discount rate.

VI. Catalogue of materials needed for patent technology value evaluation (industrialization)

(1) Basic information of enterprises

1. Business license, tax registration certificate and production license of industrial and commercial enterprises as legal persons;

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 the patent developer;

2. Patent certificate and related legal documents such as acceptance, transfer and change (contract) and payment voucher;

3. Patent description;

4. Receipts and vouchers of patent application fees, maintenance fees, annual fees and other fees paid in each year.

5. Patent product project proposal, letter of intent for joint venture and cooperation, feasibility study report or technical transformation plan;

6. Novelty retrieval report;

(3), financial information

1. Balance sheet, income statement or statistics of financial income related to patented products of the entrusting party in the last three years (including the evaluation benchmark date);

2. Statistics on investment and expenses of patent product development;

3. the development plan of the entrusting party for the next five years;

4. the entrusting party's revenue forecast and compilation instructions for the patented product in the next 3-5 years (with template c table).

(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. Commitment letter of the entrusting party. (with template)

4. Expert evaluation form (limited to capital increase enterprises in Beijing, with template)