Project Title

Recovering from COVID-19: Successful Practices among APEC Economies on the Use of IP as a Collective Tool to Foster and Promote Economic Development and Recovery of Vulnerable Populations and MSMEs 

Project Year

2021   

Project Number

IPEG 01 2021 

Project Session

Session 1   

Project Type

Standard 

Project Status

Project in Implementation   
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Project No.

IPEG 01 2021 

Project Title

Recovering from COVID-19: Successful Practices among APEC Economies on the Use of IP as a Collective Tool to Foster and Promote Economic Development and Recovery of Vulnerable Populations and MSMEs 

Project Status

Project in Implementation 

Publication (if any)

 

Fund Account

General Project Account 

Sub-fund

None 

Project Year

2021 

Project Session

Session 1 

APEC Funding

31,080 

Co-funding Amount

2,400 

Total Project Value

33,480 

Sponsoring Forum

Intellectual Property Rights Experts Group (IPEG) 

Topics

Intellectual Property 

Committee

Committee on Trade and Investment (CTI) 

Other Fora Involved

Emergency Preparedness Working Group (EPWG); Intellectual Property Rights Experts Group (IPEG); Small and Medium Enterprises Working Group (SMEWG) 

Other Non-APEC Stakeholders Involved

 

Proposing Economy(ies)

Peru 

Co-Sponsoring Economies

Canada; Mexico; Philippines; United States 

Expected Start Date

01/11/2021 

Expected Completion Date

31/12/2022 

Project Proponent Name 1

Angela Vizcarra 

Job Title 1

IP Advisor 

Organization 1

National Institute for the Defense of Free Competition and the Protection of Intellectual Property (INDECOPI) 

Postal Address 1

Not Applicable 

Telephone 1

(51-1) 2247800 Annex 2124 

Fax 1

Not Applicable 

Email 1

avizcarra@indecopi.gob.pe 

Project Proponent Name 2

Not Applicable 

Job Title 2

Not Applicable 

Organization 2

Not Applicable 

Postal Address 2

Not Applicable 

Telephone 2

Not Applicable 

Fax 2

Not Applicable 

Email 2

Not Applicable 

Declaration

Angela Vizcarra 

Project Summary

One key priority for governments is to foster economic development and recovery, particularly when facing disasters as COVID-19. Hence, the use of IP collective tools can be valuable to foster economic development and recovery of vulnerable populations and MSMEs. 

For instance, on 2017 the climate phenomenon “El Niño Costero”, affected coastal Peruvian farmers, craftsmen and MSMEs. Among the government´s measures was an IP regulation that simplified the registration of collective marks. As a result, sales increased on 15% annual average of the MSMEs that registered their collective marks. 

This project will develop a compendium providing guidelines, recommendations and successful cases among APEC economies to promote the design and implementation of policies for the use of IP collective tools to support economic improvement and recovery of vulnerable populations and MSMEs. It will also provide information on how public and private actors can cooperate in the development and sustainability of collective tools.

Relevance

Relevance – Region: APEC is a region comprised of economies with diverse populations, at different stages of development, and prone to disasters such as earthquakes, tsunamis, floods, and most recently, worldwide COVID-19. But COVID-19 is much more than a pandemic, it has the potential to create devastating health, social, economic and political crises [1].

Among the most economically harmed populations, micro, small and medium sized enterprises (MSMEs), as well as non-profit associations (mostly conformed by craftsmen and women) and vulnerable populations (such as women, indigenous people, minority ethnic groups, among others) stands out, mainly due to their limited resources to successfully develop an economic activity compared to larger well-organized enterprises. Additionally, they mostly face the market individually, putting them in a weaker position than facing it through a collective entrepreneurship.

Considering that most of the economic activity in the different economies takes place through this sector of the population [2], governments have a role to play in promoting economic development and designing and implementing emergency actions to facilitate the recovery of their harmed populations. IP collective tools (such as collective marks, certification marks, geographical indications) can be key elements to foster economic development and competitiveness of MSMEs and vulnerable populations because they can contribute significantly to: (i) promote the associativity of producers making them to have a joint strategy for positioning their products in the market, (ii) promote territorial marketing, (iii) encourage quality standardization of products; and (iv) promote formalization and technology transfer. 

Besides, due to the enforcement on the associativity among producers (along with the correct government policies), IP collective tools have shown to be important to reactivate regional economies over natural disasters. Several successful experiences have been identified among APEC economies, such as: CHAKAY (Quintana Roo, Mexico), ONE TOWN ONE PRODUCT (Philippines), FONART (Mexico), DOI CHAANG COFFEE (Thailand) and CHIHSHANG RICE (China) [3]. Notwithstanding, the majority of the MSMEs and vulnerable populations still lack knowledge on how IP tools can improve their economic activities. 

This project proposes to survey economies and use the results to develop a compendium of successful experiences on the design and implementation of IP policies that promote the registration and use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs and their recovery from disasters. Peruvian experience with “El Niño Costero” has shown that IP collective tools can positively contribute for reactivating regional economies, vulnerable populations and MSMEs affected by disasters, because the inherent association of producers allowed them to have a stronger participation in the market. Finally, the compendium seeks to address how different public and private actors can cooperate with the development and sustainability of vulnerable populations and MSMEs, through their capacity building and technical assistance on the use of IP as a collective tool.

Relevance – Eligibility and Fund Priorities: The project seeks resources from the GPA fund and it is aligned with the following 2021 APEC priorities: (i) Economic and Trade Policies that Strengthen Recovery; (ii) Increasing Inclusion and Sustainability for Recovery and (iii) Pursuing Innovation and a Digitally-Enabled Recovery. The purpose of this project is to provide APEC economies with guidelines, recommendations and successful cases that can be replicated or used as reference to promote the economic reactivation of vulnerable populations and MSMEs, including to address the effects of disasters, as well as their sustainable growth and the increase of their market share.

Relevance – Capacity Building: The compendium will provide IP agencies in APEC economies an important tool to implement IP policies that will contribute to overcome disaster situations. This compendium could be used for different situational purposes such as the development and sustainability of MSMEs or the strengthening of vulnerable populations, as well as to palliate negative economic consequences due to disasters.



[2] In the specific case of MSMEs, small business make up over 98 percent of all enterprises in most APEC economies. Information obtained from: Supporting MSMEs' Digitalization Amid COVID-19 (apec.org).

[3] Information regarding success stories obtained from the following documents: 2010/IPEG/SEM1/001-3; 2010/IPEG/SEM1/003-3; 2010/IPEG/SEM1/006-3; 2010/IPEG/SEM1/003-1; and 2010/IPEG/SEM1/006-2.


Objectives

Taking into account that IP collective tools are useful to support economic improvement among vulnerable populations and MSMEs and their recovery from disasters such as COVID-19, the objective of this compendium is to provide IP officials a set of best experiences of IP collective tools implemented in APEC economies to promote economic development and recovery from disasters, which may provide inspiration for similar measures by others.

Alignment

Alignment - APEC:  In 2016, Ministers Responsible for Trade[1] agreed “to foster cooperation in the area of intellectual property (IP) rights protection and enforcement and raise SMEs awareness of IP commercialization”. Furthermore, for 2021, the project is aligned with three priorities: (i) Economic and Trade Policies that Strengthen Recovery; (ii) Increasing Inclusion and Sustainability for Recovery; and (iii) Pursuing Innovation and a Digitally-Enabled Recovery. In that sense, this project will promote the exchange of information regarding IP collective tools’ policies for achieving the referred priorities.

Alignment – Forum: This project is aligned with IPEG’s terms of reference[2] instructions to undertake initiatives to “exchange information on the current status of and effective approaches for IPR systems” and “exchange information on IPR measures of a progressive nature relevant to all APEC member economies, such as […], MSMEs, women and social development”.



[1] 2016/MRT/JMS.

[2] 2018/SOM1/IPEG/044



TILF/ASF Justification

Not Applicable.

Beneficiaries and Outputs

Outputs

Project’s outputs will be:

1.  Research Work

Information collection about:

a) the design and implementation of IP policies to promote the registration and use of IP collective tools to support economic development and improvement among vulnerable populations (such as women, indigenous people, minority ethnic groups, among others) and MSMEs, and their recovery from disasters; and

b)  successful experiences of vulnerable populations and MSMEs. The latter will contribute to a better understanding on how some APEC economies have been designing and implementing such policies in recent years, and its positive impact on their beneficiaries. Activities to achieve the output will include:

i.  Literature review (including information available on the internet)

ii. Online surveys circulated among APEC economies (consultant will carry out 2 surveys to collect the aforementioned information, in that sense, one will be directed to APEC IP policymakers, officials, or representatives, which are directly responsible with the designing and implementation of IP policies to promote the use of IP collective tools to support economic development and improvement, and their recovery from disasters; and the other to vulnerable populations and MSMEs that have benefited from the designing and implementation of IP policies). It must be noted that the surveys will include specific questions regarding the designing or implementation of IP policies specifically pertaining to female perspectives or impact on women.

iii. Selection of economies for case studies (based on the interest expressed by economies). It must be noted that the selection will prioritize the identification of successful cases that have a substantive impact for women’s development.

iv. If necessary, in-depth SKYPE interviews.

The timeframe for the execution of these activities will run from January to May 2022. The outcomes of the research work will be included at the compendium. The written output is expected to include quality information regarding: i) the benefits that vulnerable populations and MSMEs have obtained as a result of the design and implementation of specific IP policies; ii) main institutions or bodies involved, key roles, interactions, workplans and goals; iii) points of view from officials and vulnerable populations and MSMEs concerning barriers, challenges, future actions, and perspectives in this matter; and iv) case studies from at least 5 economies.

2.  Online Meeting

The Online meeting will gather APEC policy makers, officials, or representatives, in charge of the design and implementation of IP policies to support economic development and improvement.

The meeting will be held on July 2022 and will be a two day 3-hour plenary session.

The agenda main topics will be:

1) Brief introduction on the development process of the draft compendium and its main conclusions (the compendium will be circulated in advanced).

2)   Presentations on the findings regarding the key elements that must be considered when designing and implementing IP policies aimed at the economic reactivation of vulnerable populations and MSMEs.

3) Presentations of successful case regarding the designing and implementation of IP policies.

4)  Q&A sessions.

5)  Practical session where participants will develop an action plan that could be implemented in their respective home economies. Such action plans should reflect the key learnings from the presentations, incorporate the current and desired state of their home economies, as well as barriers and potential pitfalls. Also, it must be noted that this session will be guided by some of the speakers (most probably, the contractor).

It is expected that the information shared by the speakers will contribute to strengthen the capacities of the participants; therefore, two surveys (ex-ante and ex-post) will be conducted in order to achieve the participants experience and if indeed this objective has been achieved properly. Similarly, considering the expertise of the meeting participants, it is expected that they can provide valuable information for the enrichment of the compendium.

3. Compendium: “Guidelines, Recommendations and Successful Cases among APEC economies on the use of IP collective tools to support economic reactivation of vulnerable populations and MSMEs”

This compendium will promote the design and implementation of IP policies aimed to strengthen the registration and use of IP collective tools to support economic development and improvement among vulnerable populations (such as women, indigenous people, minority ethnic groups, among others) and MSMEs, and their recovery from disasters. To fulfill its objective, it will deliver a set of guidelines, recommendations, and successful experiences among APEC economies. It will also provide information on how public and private actors can cooperate in the development and sustainability of collective tools.

The compendium will consider the following sections:

1) General information (introduction, basic definitions of risk analysis, general information on IP collective tools).

2) Guidelines and recommendations for the design and implementation of IP policies to foster economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters.

3) Recommendations on how public and private actors can cooperate in the sustainability of IP collective tools. It must be noted that the recommendations developed will aim to be specific and relevant to the unique situations of the member economies.

4) Successful cases among APEC economies.

5) Conclusions.

6) Annexes (results from surveys conducted by consultant).

7) Bibliographic references.

It is expected that the compendium will have, at least, 100 pages. It will be an APEC publication and be uploaded on the APEC website by November 2022, after being approved by the Secretariat and endorsed by IPEG, aiming to encourage its application through the main actors in each APEC economies.

Outcomes:

1. Public policy makers, officials, and representatives will have the opportunity to strengthen their knowledge in the design and implementation of IP policies aimed at promoting the use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters.

2.  Raise awareness among APEC economies about the importance of the registration and use of IP collective tools to support the economic reactivation and improvement of vulnerable populations and MSMEs.

3. Provide a set of skills and recommendations to vulnerable populations and MSMEs so they can have a stronger participation in the market. It is intended that MSMEs and vulnerable populations prioritize and be aware of the importance of associativity and the standardization of the quality of their products as key strategies to improve their levels of competitiveness and productivity.

Beneficiaries: Direct beneficiaries will include APEC IP policymakers, officials or representatives (preferably, heads of areas related to IP policy design in intellectual property offices or related ministries), which will benefit from the successful experiences included in the compendium. On the other hand, additional beneficiaries will be vulnerable populations and MSMEs, and in the long-term, non-APEC economies, as it will provide relevant information on implementation of IP collective tools’ policies within the APEC region.

Dissemination

The written output of the project will be the Compendium: “Guidelines, Recommendations and Successful Cases among APEC economies on the use of IP collective tools to support economic reactivation of vulnerable populations and MSMEs”.

a) The target audience for the document will be APEC IP policy makers, officials, and representatives.

b)  The document will be published as an APEC publication.

c)  The document will be published on the APEC website, after being approved by the Secretariat and endorsed by IPEG.

Besides APEC website, it is intended that the target audience from APEC economies also publish the document on their domestic websites.

Gender

As it is already known, despite the social importance and benefits proven of women participation on economic activities, in terms of intellectual property rights (IPR), data and cases studies indicate that women engagement with all forms of IPR remains inequal when comparing it to men statistics[1]. Therefore, the development and implementation of initiatives to promote women's registration and use of IP collective tools is useful and beneficial. Peruvian experience with “El Niño Costero” has shown that IP collective tools can positively contribute for reactivating vulnerable populations and MSMEs affected by disasters. In fact, the IP policy implemented in this case in Peru resulted with the granting of more than 4,400 collective trademarks registrations, benefiting 766 groups of producers, artisans and MSMEs, where 54% were from rural areas and 77 were led by women.

During the project, we will prioritize the identification of successful cases that have had a substantive impact for women's development (like the Peruvian case), so that such cases are included in the compendium, which will also serve as a basis for establishing guidelines and recommendations to promote greater female engagement in the use of the IP collective tools. Regarding the surveys and the online meeting, we will promote the participation of women specialized on IP policy making. We will encourage economies to nominate female participants for the completion of the surveys and for the participation on the online meeting. We expect to have a minimum of 40% female participation. It should be noted that most of the team that carried out this project (approximately 75 percent) and that will be part of the whole process of the project, are women.

Overall, the compendium seeks to benefit vulnerable populations such as women from the impact of designing and implementing good IP policies that could result on the increase of their production and trade, and their greater participation on the market. Therefore, PO is committed to collecting sex disaggregated data for all speakers and participants (not only those funded by APEC) at the project event. This data will be included when submitting a Completion Report to the Secretariat upon completion of the project, as well as providing guidance to future POs on their own gender parity targets. 

Targets

Female Participants (%)

40%

Female Speakers/Experts (%)

40%

Referring to the Guide on Gender Criteria for APEC Project Proposals in the Guidebook on APEC Projects, please tick the pillar or pillars that this project supports, in promoting women’s economic empowerment:

5 Pillars (you may tick more than one)

1

Access to Capital and Assets

2

Access to Markets

X

3

Skills, Capacity Building, and Health

X

4

Leadership, Voice and Agency

5

Innovation and Technology

X


Work Plan

Time

Task

Deliverable

Jan 2022

Coordination with the selected consultant

Establishment of the methodology and timeline of the development of the project.

Jan – Feb 2022

Consultant to design two surveys to gather information about: (i) the design and implementation of IP policies that promote the registration and use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters; and (ii) successful experiences of vulnerable populations and MSMEs that have benefited from the implementation of IP policies specially designed to promote their economic development and improvement, and their recovery from disasters.

The results from both surveys (including SKYPE interviews if needed) will be directly used for the development of the compendium, alongside of the literature review made by the consultant to complement the survey’s results.

2 surveys developed

SOM1 2022, Feb 2022

Present progress of the project

Repost at IPEG on the progress of the project

Mar 2022

Conduct both surveys to APEC economies

At least 10 economies respond to both surveys

Mar – May 2022

Prepare the Compendium based on the research work and case studies

1 draft Compendium

Apr 2022

Submit the APEC Project Monitoring Report to the Secretariat

APEC Project Monitoring Report

Jun 2022

Consultant to design 2 surveys for the online meeting (ex-ante and ex-post) in order to evaluate the meeting participants’ experience

2 surveys developed

Jul 2022

Conduct ex-ante survey for the online meeting

At least 80% of the participants respond to the survey

Jul 2022

An online meeting with IP policy makers from APEC economies to contribute to strengthen their capacities with the information shared on the meeting. Also, considering the level of expertise of the participants, it is expected that they provide valuable information for the enrichment of the Compendium.

Updated version of the Compendium including feedback from APEC economies and the additional information collected during the online meeting

Jul 2022

Conduct ex-post survey for the online meeting

At least 80% of the participants respond to the survey

Aug 2022

Circulation of the updated version of the Compendium among IPEG, EPWG and SMEWG for comments.

1 final version of the Compendium including feedback from APEC economies

SOM 2 2022, Aug 2022

Present progress of the project

Report at IPEG on the progress of the project

Sep 2022

Submit draft final version of the Compendium to the Secretariat for approval

Draft Final Compendium

Nov 2022

Present draft Final Compendium at IPEG for endorsement

Compendium endorsed

Nov 2022

Coordinate with APEC Secretariat on publishing the Compendium

Publication of the Compendium on the APEC website

Feb 2023

Submit the APEC Project Completion Report and supporting documents to the Secretariat

APEC Project Completion Report

Jun 2023

Participation in the Long Term Evaluation of APEC Projects survey conducted by the Secretariat



Risks

Risk 1: Lack of interest from the economies to participate in the surveys or propose successful cases for the research work.

Risk management: Contact every economy, especially the co-sponsors, to gain their support and effective reply. 

Risk 2: Lack of interest from the economies to participate in the online meeting, where the consultant will collect feedback on the preliminary compendium to incorporate their comments in the updated compendium.

Risk management: Contact every economy, especially the co-sponsors to gain their support and effective reply, given that it is expected that economies will share and exchange experiences in designing and implementing policies to promote the registration and use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters. 

Risk 3: Not having the right participants at the event.

Risk management: Specific criteria will be suggested for the selection and nomination of participants (related to time of experience in the matter, decision-making power, etc.) 

Risk 4: Consultant’s delay in providing deliverables.

Risk management: Request the consultant for the use of plans and production of reports to help measure and monitor project progress and close monitoring of the project time plan. 

Risk 5: Lack of interest from the economies to implement in their economies the guidelines and recommendations provided in the compendium.

Risk management: We have considered that APEC, as a non-binding forum, works on a voluntary basis. Nevertheless, the PO together with related agencies will recommend and suggest the implementation of these recommendations, taking into account that they will benefit not only IP policy makers, but also vulnerable populations and MSMEs.

Monitoring and Evaluation

Throughout the implementation of the project, actions will be taken to ensure an adequate monitoring and evaluation of progress and results obtained in order to reach the expected objectives. This work will be led by the PO; in which she will conduct the following activities:

a) Permanent e-mail coordination with the consultant for the interaction and constant feedback to the day-to-day work, as well as for the following-up actions regarding the logistical and/or operative needs required during project implementation.

b) SKYPE or in-person bi-weekly meetings, with the consultant, so as to follow-up on the relevance of the work carried-out, the planning and/or review of the documents produced, as well as of the established deadlines for the service. Meetings will be arranged and conducted considering a detailed Gantt Diagram (bar chart illustrating the project’s detailed schedule/actions) that will be asked to be prepared by the consultant prior to the beginning of its service, based on the Project Work Plan.

c) Monitoring of outputs, which will be done controlling and verifying compliance with the outputs established in the Project Work Plan and within the pre-established deadlines. This monitoring activity will also be performed on a bi-weekly basis, so that possible deviations from the expected results can be detected and corrective measures implemented.

d) Objective’s achievement evaluation, which will be done by measuring the following key indicators:

Evaluation Focus

Indicators

Target Goals

Evaluation Method

Reporting

Out-puts

Research work

Number of articles and journals referenced

5 articles or journals

Journals referenced

Completion Report

Number of economies that answered the surveys

10 economies

Survey answers

Completion Report

Number of economies’ successful experiences

5 economies

Cases presented

Completion Report

Number of economies that reported a successful experience related to women’s engagement on economic activities supported by the use of IP collective tools

3 economies

Cases identified

Completion Report

Out-puts

Online meeting

Number of economies that participated on the online meeting

10 economies

Event Attendance List

Completion Report

Number of participants (excl. speakers/experts)

18

Event Attendance List

Completion Report

Number of female officers that participated in the online meeting

5 economies

Women confirming participation through e-mail

Completion Report

% of participating men/women (excl. speakers/experts)

60/40

Event Attendance List

Completion Report

Number of days and hours that lasted the online meeting

2 days / 3 hours

Meeting attendance report

Completion Report

Out-puts

Compendium

Number of developing economies that participated at the project (both at the research work and at the online meeting)

10 economies

Economies confirming participation through e-mail or by completing the survey

Completion Report

Number of recommendations included in the compendium

10 recommendations

Recommendations listed on the compendium

Completion Report

Number of visits/downloads that the compendium has from the APEC website

100 visits/downloads

Report of website visits or downloads

Completion Report

Out-comes

Public policy makers, officials, and representatives will have the opportunity to strengthen their knowledge in the design and implementation of IP policies aimed at promoting the use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters.

From the ex-ante and ex-post survey

-  60% of the respondents’ state that the online meeting was successful.

-  60% of the respondents’ state that the compendium will be helpful.

Survey results

Completion Report

Out-comes

Raise awareness among APEC economies about the importance of the registration and use of IP collective tools to support the economic reactivation and improvement of vulnerable populations and MSMEs.

From the survey that will be circulated after the online meeting and after the compendium publication

60% of the respondents’ state that the project has raised awareness about the importance of the registration and use of IP collective tools to support economic reactivations and improvement of vulnerable populations and MSMEs

Survey results

Completion Report

Out-comes

Provide a set of skills and recommendations to vulnerable populations and MSMEs so they can have a stronger participation in the market.

From the survey that will be circulated after the compendium publication

60% of the respondents’ state that the project has strengthen skills of vulnerable populations and MSMEs, resulting on a stronger participation in the market.

Survey results

Completion Report

Out-comes

Reduction of the risk of negative economic impacts among vulnerable populations and MSMEs when facing disaster situations.

From the survey that will be circulated after the compendium publication

60% of the respondents’ state that the guidelines and recommendations included in the compendium has contributed to reduce the risk of negative economic impacts among vulnerable populations and MSMEs when facing disaster situations.

Survey results

Completion Report


Linkages

This project does not duplicate previous workshops or initiatives. In fact, while guidelines or seminars for collective marks have been previously developed, this project specifically focuses on the elaboration of a compendium that promotes the use of IP collective tools for the economic reactivation of vulnerable populations and MSMEs affected by disasters. This project will be circulated among Emergency Preparedness Working Group (EPWG) and the Small and Medium Enterprises Working Group (SMEWG) for comments and inputs.

APEC constitutes an unbeatable sphere to carry out this project, due to the coexistence of developed and developing or emerging economies that will allow to find enriching experiences of vulnerable populations and MSMEs with commercial success acting in different contexts but facing similar challenges (such as disasters). In this way, cross-learning will be a main result of the project: from advanced to developing economies and vice versa, as well as from developed to developing economies.

Sustainability

The intention of the project is to develop a compendium composed of guidelines, recommendations and successful cases for consultation and application in the designing and implementation of policies to promote the registration and use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters. Being a document that will be developed and disseminated through the use of virtual means, once the APEC Project is finished, the compendium will remain at a permanent disposal for both, APEC officials and policymakers, as well as vulnerable populations and MSMEs.

In the case of the compendium, the sustainability of expected results will be determined by the degree of involvement of APEC economies in disseminating its scope and content to policy makers, who are seeking to get acquainted with experiences that overcome challenges like those they confront regarding the designing and implementation of IP policies to support economic development and improvement. In order to ensure the correct involvement of the APEC economies, future IPEG meetings will be used to follow up with the economies around the dissemination activities that they have been carrying out.

Peru seeks to give continuity to the project by learning about the progress and experiences of the economies in the consultation of this compendium. In this sense, it is expected that the compendium will increase the knowledge of officials and policy makers in APEC economies, allowing them to implement novel measures in the registration and use of IP collective tools to support economic development and improvement among vulnerable populations and MSMEs, and their recovery from disasters.

The compendium will also allow vulnerable populations and MSMEs to understand and engage with these new policies to increase their production and access to new international markets. Furthermore, it is expected that the compendium will include valuable information so that in the future, the risk of negative economic impacts (such as reduction of assets, decrease in levels of competitiveness and productivity) among vulnerable populations and MSMEs when facing disaster situations, will be reduced.

Project Overseers

Project Overseer
Ms. Angela Vizcarra Pacheco
IP Advisor of the Distinctive Signs Directorate
National Institute for the Defense of Free Competition and the Protection of Intellectual Property (INDECOPI)
E-mail: avizcarra@indecopi.gob.pe

Intellectual Property Lawyer, with more than 15 years of experience. Member of the team in charge of the design and formulation of the National Intellectual Property Policy. She has also participated and participates in the negotiation of the Intellectual Property chapters included in various free trade agreements negotiated by Peru, as well as their implementation.

Project Executives:

The management of the project will be supported by:

Ms. Claudia Orihuela Tejada
IP Advisor of the Distinctive Signs Directorate
National Institute for the Defense of Free Competition and the Protection of Intellectual Property (INDECOPI)
E-mail: corihuela@indecopi.gob.pe

Intellectual Property Lawyer, with more than 11 years of experience. Member of the team in charge of the design and formulation of the National Intellectual Property Policy. She has also participated and participates in various international cooperation forums on Intellectual Property. 

Mr. Walter Ibarra
Trade Officer at the APEC General Coordination at the Directorate of Multilateral Affairs
Vice Ministry of Foreign Trade – Ministry of Foreign Trade and Tourism of Peru
E-mail: wibarra@mincetur.gob.pe

Mr. Ibarra holds a bachelor’s degree in economics by the Universidad del Pacífico (Lima, Peru). He has 4 years of experience in the public sector, working at the APEC General Coordination of the Ministry of Foreign Trade and Tourism (MINCETUR). He currently is the alternate representative of Peru in the Committee of Trade and Investment and it sub-groups.

Ms. Kathya Vilchez
Intern at the APEC General Coordination at the Directorate of Multilateral Affairs
Vice Ministry of Foreign Trade – Ministry of Foreign Trade and Tourism of Peru
E-mail: kvilchez@mincetur.gob.pe

Ms. Vilchez holds a bachelor’s degree in economics by the Universidad del Pacífico (Lima, Peru). She has 1.5 years of experience in the public sector, working at the APEC General Coordination of the Ministry of Foreign Trade and Tourism (MINCETUR).

Cost Efficiency

Not Applicable.

Drawdown Timetable

Not Applicable.

Direct Labour

The Project will contract a consultant that is expected to be a highly qualified professional and intellectual property expert, with at least 15 years of professional activity dedicated to the field of protection, development, competitiveness, and innovation, particularly in the areas of trademarks, collective marks, geographical indications, entrepreneurship, micro and small enterprises and foreign trade. Likewise, the consultant must have experience in the preparation of consultancies of similar characteristics to those of the project, preferably, in industrial property issues, and with a regional scope.

During the implementation of the Project, the consultant will be engaged in the following activities:

Contractor duties

Hours

A. Design and submit a workplan including main aspects of the methodology that will be used for the Compendium. The development of this duty includes:

a) Review relevant APEC guidelines and documents for the project.

b) Provide reference and details of the information sources to be reviewed for the elaboration of the Compendium.

c)  Design the structure and questions for the surveys.

d) Define criteria and measures to prioritize and identify successful cases that have had a substantive impact for women's development.

50

B. Development of the content and design of the draft Compendium. For its elaboration it will consider:

a)  Secondary information review and analysis.

b)  Statistical information accessed through the Internet/databases

c) Online survey conducted to IP officers, vulnerable populations and MSMEs.

d)  In-depth online interviews conducted to APEC IP officials and/or vulnerable populations and MSMEs for case studies (overall coordination, virtual platform definition, schedule, others).

e)  Interviews conducted to female entrepreneurship (or at least led mainly by women) for success stories/lessons learned (overall coordination, virtual platform definition, schedule, others).

f)  Update the draft Compendium incorporating the comments from the economies.

200

C. Power Point presentations for IPEG1 and IPEG2

4

D. Organization of online virtual meeting for feedback to the draft Compendium, which includes:

a) Organize Online Virtual Meeting (overall coordination, logistics, virtual platform, possible attendees mailing, invitation for panelists, survey for measuring results, agenda and methodology, others).

b) Design the structure and questions for the ex-ante and ex-post surveys to evaluate the meeting participant’s experience.

c)  Conduct the Online Virtual Meeting according to plan.

d)  Conduct both surveys.

e)  Prepare document with the activity results.

60

E.  Prepare final version of Compendium

8

Contract: The Project will contract a consultant through an open tendering process.

Consultant: The Project has not identified in advance any consultant.

Waivers

As for the simultaneous interpreter, as established in point 4, the online meeting will include the presentation of successful stories among APEC economies in the design and implementation of IP policies. The idea is that the speakers are the beneficiaries of these IP policies, that is, vulnerable populations or MSMEs. Therefore, it is reasonable to assume that they will not be English native speakers. In fact, vulnerable populations are made up of underprivileged groups of people with limited resources, which means that coming from Latin America or Asia, it is unlikely that they speak a language other than the one they come from.


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Version: 3.0 
Created at 21/11/2021 14:21  by Lucy Phua 
Last modified at 12/04/2022 15:50  by Lucy Phua 
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Project Proponent Name 1

Job Title 1

Organization 1

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Fax 1

Email 1

Project Proponent Name 2

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Postal Address 2

Telephone 2

Fax 2

Email 2

Declaration

Project Summary

Relevance

Objectives

Alignment

TILF/ASF Justification

Beneficiaries and Outputs

Dissemination

Gender

Work Plan

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Monitoring and Evaluation

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Waivers

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