IP Management for Storage in the Evaluate Stage

Objective

To map ownership of intellectual property (IP) associated with storage, including black list IP, and to evaluate any implications for project delivery.

Major Deliverables

• IP and knowledge management strategy document for Define stage, agreed by financier(s) and supplier(s) describing:
  • Tasks to be undertaken in Define stage and expected tasks in later stages relating to IP and knowledge, including knowledge transfer
  • Knowledge deliverables to be produced in Define stage and expected deliverables in later stages
  • Extent/map of existing IP ownership for each injection and storage system under consideration.  This should include consideration of monitoring, metering and verification (MMV) technology suppliers
  • Descriptions of new or incremental IP / knowledge expected to be produced during project
  • Agreed ownership of new IP/knowledge, including “black”, “white” and “grey” lists i.e. secret, public, and limited access information
  • Agreed knowledge transfer/knowledge sharing requirements for the Define stage and later stages
  • Agreement on who is to implement knowledge transfer/sharing
  • IP requirements e.g. licenses for each storage operator or equipment provider and other key supplier(s) to be brought forward to Define stage.  This should include consideration of MMV technology suppliers
  • Any existing knowledge transfer/sharing requirements, rights or obligations with funding parties or other members of the industry
  • Any identified implications for project delivery
  • Agreed definitions of major terms e.g. incremental, novel knowledge
• Knowledge management agreement for Define stage, ready for execution, between financier(s) and each key supplier to be brought forward to Define stage

Tasks

Specific tasks include the following:

• Evaluate expected new or incremental knowledge to be produced during the project e.g. new modelling tools, new or improved designs or processes, new patents likely to be filed, knowledge developed by construction and operation of First Of A Kind (FOAK) process etc.  Identify whether these will be developed solely during development of this project or in conjunction with other projects
• Negotiation between financier(s) and key supplier(s) e.g. storage operators / equipment and completion  providers / MMV providers to agree on:
  • Ownership of existing IP / knowledge and IP / knowledge expected to be developed during the project
  • access to IP / knowledge i.e. “black box” /“black list”, “white list” and “grey list” IP;
  • IP requirements for use of the technology e.g. licenses, agreement for purchase of spares for lifetime of contract
  • Tasks to be undertaken in Define stage and later stages relating to IP and knowledge, including knowledge transfer
  • Knowledge deliverables to be prduced in Define stage and later stages
  • Who will be responsible for knowledge sharing / knowledge transfer / knowledge management in the Define stage and later stages
  • Any requirement for escrow
  • Definitions of major terms e.g. incremental, novel knowledge.
• Identify any remaining tasks to be carried out in Define stage to align IP and knowledge sharing requirements for suppliers and financiers in later stages
• Identify the relevant laws governing IP and any legal requirements for knowledge transfer
• Produce agreed IP and knowledge management strategy document, describing:
  • Tasks to be undertaken in Define stage and expected tasks in later stages relating to IP and knowledge, including knowledge transfer
  • Knowledge deliverables to be produced in Define stage and expected deliverables in later stages
  • Extent/map of existing IP ownership for each injection and storage system under consideration.  This should include consideration of monitoring, metering and verification (MMV) technology suppliers
  • descriptions of new or incremental IP / knowledge expected to be produced during project
  • agreed ownership of new IP/knowledge, including “black”, “white” and “grey” lists i.e. secret, public, and limited access information
  • agreed knowledge transfer/knowledge sharing requirements for the Define stage and later stages
  • agreement on who is to implement knowledge transfer/sharing
  • IP requirements e.g. licenses for each storage operator or equipment provider and other key supplier(s) to be brought forward to Define stage.  This should include consideration of MMV technology suppliers
  • Any existing knowledge transfer/sharing requirements, rights or obligations with funding parties or other members of the industry
  • Any identified implications for project delivery
  • Agreed definitions of major terms e.g. incremental, novel knowledge
• Produce knowledge management agreement for Define stage, ready for execution, between financier(s) and each key supplier to be brought forward to Define stage

Examples

• Sean McClowry presentation including info on Knowledge Sharing from funded projects
• Global CCS Institute presentation on Knowledge Sharing (2009)
• UK Guidance on Knowledge Sharing Requirements in NER 300 (Page 20)
• EU Commission Decision on NER 300 (Article 12 and Annex II)

Key Personnel

• Project Manager and staff (Project Controller and Document Controller)
• Knowledge Management lead
• Engineering work-stream lead
• Storage work-stream lead
• Key suppliers undertaking work in Define stage e.g. Well completion providers, MMV Suppliers
• Financiers of Define stage and later stages
• Project Engineers