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The document covers how to determine the amount of equity, concurrent management of UC and inventor equity, board representation and voting rights, and treatment of corporate actions. 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INTRODUCTION ..................................................................................................................... 3  \nII. DEFINITIONS .......................................................................................................................... 3  \nIII. EQUITY GUIDELINES ............................................................................................................ 6  \nA. Scope ................................................................................................................................... 6  \nB. Accepting Equity .................................................................................................................. 6  \nC. Determining How Much Equity to Accept ............................................................................ 7  \nD. Berkeley will manage UC and Inventor Equity Concurrently.............................................. 9  \nE. Board Representation / Voting Rights ............................................................................... 11  \nF. Corporate Actions .............................................................................................................. 12  \nIV. LICENSING WITH AN EQUITY COMPONENT ................................................................... 12  \nA. Conflict-of-Interest Considerations .................................................................................... 12  \nB. Future Relationships with Licensee................................................................................... 14  \nC. Licensing Terms ................................................................................................................. 14  \nD. Licensee-Sponsored Product Testing ............................................................................... 15  \nV. APPROVAL OF EQUITY ACCEPTANCE ............................................................................. 16  \nA. Required Approvals............................................................................................................ 16  \nB. Requests for Exceptions .................................................................................................... 17  \nC. Submission to Berkeley Equity Approval Manager ........................................................... 17  \nD. Contents of Submission ..................................................................................................... 17  \nE. Timing of Submission......................................................................................................... 18  \nF. Where to Send Equity and Corporate Actions .................................................................. 18  \nVI. MANAGEMENT OF EQUITY ................................................................................................ 18  \nA. General............................................................................................................................... 18  \nB. Valuation............................................................................................................................. 19  \nC. Distribution of Equity Interests to Inventors ...................................................................... 19  \nD. Distribution of Equity Interests to the ALO ........................................................................ 20  \nVII. RESERVED RIGHTS ............................................................................................................ 21  \nVIII. REFERENCES ...................................................................................................................... 21  \nIX. APPENDICES ......................................................................................................................... 25  \nAppendix A: UC Berkeley E","cbCaimyKDqfM6XnF","https://ap.wps.com/l/cbCaimyKDqfM6XnF","pdf",797455,41,"English","# INTRODUCTION\n# DEFINITIONS\n# EQUITY GUIDELINES\n## Scope\n## Accepting Equity\n## Determining How Much Equity to Accept\n## Board Representation / Voting Rights\n## Corporate Actions\n# LICENSING WITH AN EQUITY COMPONENT\n## Conflict-of-Interest Considerations\n## Future Relationships with Licensee\n## Licensing Terms\n## Licensee-Sponsored Product Testing\n# APPROVAL OF EQUITY ACCEPTANCE\n## Required Approvals\n## Requests for Exceptions\n## Submission to Berkeley Equity Approval Manager\n## Timing of Submission\n# MANAGEMENT OF EQUITY\n## General\n## Valuation\n## Distribution of Equity Interests to Inventors\n## Distribution of Equity Interests to the ALO\n# RESERVED RIGHTS\n# REFERENCES\n# APPENDICES","[{\"question\":\"What change in governance enabled campus-level authority over certain equity received through licensing and related activities?\",\"answer\":\"The 2021 amendment to U.C. Regents bylaw 23.5(d) granted the Chief Investment Officer and the President authority over acquisition, management, and disposition of equity received by university campuses pursuant to licensing, incubator/accelerator activities, and other commercial arrangements.\"},{\"question\":\"How does the document define “innovation equity” on the Berkeley campus?\",\"answer\":\"On the Berkeley campus, “innovation equity” generally refers to categories of equity tied to licensing and related commercial arrangements that enable companies to access space, equipment, services, and to campus incubators and accelerators.\"},{\"question\":\"What approval and submission steps are required for accepting equity in licensing?\",\"answer\":\"The document identifies required approvals, procedures for requesting exceptions, and guidance on submitting requests to the Berkeley Equity Approval Manager, including what the submission must contain and when it should be submitted.\"}]","Guidelines on Accepting Equity When Licensing University Intellectual Property - Equity Consideration Guide | PDF",1789586848]