1 IEEE Technology Selection Process Presentation of Contribution C Dan Gal Berlin, September 14, 2004

September 2004 IEEE Contribution C Slide 2 Introduction This is the presentation version of contribution C xx, a proposal for IEEE technology selection process (TSP) Purpose: Start a working group discussion and trigger follow-up contributions for an agreed- upon technology selection procedure Goal: Adopt a TSP in the November 2004 plenary meeting.

September 2004 IEEE Contribution C Slide 3 Outline This TSP proposal includes: –Suggested process ground rules –Selection process stages –Form templates –A list of open issues that require additional contributions and working group resolutions.

September 2004 IEEE Contribution C Slide 4 TSP Elements Define Technology Proposal submission rules Define a scoring system Define selection rules Identify decision criteria issues that require working group resolution

September 2004 IEEE Contribution C Slide 5 Section 1 - Introduction This proposal is not a complete procedure It is recommended that an agreed upon TSP be adopted before the call for proposals

September 2004 IEEE Contribution C Slide 6 Section 2.1 – Document Precedence In case of a conflict with the rules, the applicable IEEE SA rules, as well as the rules, shall have higher precedence [than the TSP]

September 2004 IEEE Contribution C Slide 7 Section – Proposal Submission Rules Technology proposals shall include five parts: –Part I:Technical Specifications Summary (section 2.3.2). –Part II:Technology Description (section 2.3.3). –Part III:PHY/MAC specifications (section 2.3.4). –Part IV:Evaluation Criteria simulations results (section 2.3.5). –Part V:Compliance statement (section 2.3.6).

September 2004 IEEE Contribution C Slide 8 Section – Proposal Submission Rules Proposals need not be fully compliant with the SRD in order to be considered for the technology selection process Proposals shall comply with the IEEE 802 SA patent policies

September 2004 IEEE Contribution C Slide 9 Section – Tech Proposal Part I Technical Specifications Summary Use SRD as a reference, specify values and indicate ranking

September 2004 IEEE Contribution C Slide 10 Section – Tech Proposal Part II Technology Description Detailed technical description of the technology Use engineering white paper style Show how the proposal meets or exceeds the SRD requirements

September 2004 IEEE Contribution C Slide 11 Section – Tech Proposal Part III PHY, MAC Specifications Style and level of detail -- similar to IEEE 802 standards

September 2004 IEEE Contribution C Slide 12 Section – Tech Proposal Part IV Performance Evaluation Results Evaluation Criteria test results Use a uniform tech report template (TBD)

September 2004 IEEE Contribution C Slide 13 Section – Tech Proposal Part V SRD Compliance Statement A fully compliant proposal has no entries in the “P” column

September 2004 IEEE Contribution C Slide 14 Section – Tech Proposals Submission Comply with the call for proposals requirements Post on the website, at least 30 calendar days before a working group interim or plenary meeting.

September 2004 IEEE Contribution C Slide 15 Section – Tech Proposals Presentation Presentation material shall be fully consistent with the text of the formal proposal. In case of inconsistencies, the formal proposal shall prevail and a corrected presentation shall be submitted ASAP Presentations shall be treated like WG contribution and shall be allowed adequate time slots on the meeting agenda Generate meeting minutes of all presentations and associated Q&A

September 2004 IEEE Contribution C Slide 16 Section – Tech Proposals Amendment & Consolidation Amended proposals shall not include significant changes (that affect performance) Submit and post amended proposals at least 14 days prior to the next WG session Consolidated proposals shall be considered new proposal

September 2004 IEEE Contribution C Slide 17 Section – Tech Proposals Scoring System (slide 1) The scoring system shall consist of a list of the most essential (quantitative and qualitative) performance attributes required of a winning proposal A weighted average scoring system shall be Collect individual member scores and calculate the group average scores (tables 3 and 4)

September 2004 IEEE Contribution C Slide 18 Section – Tech Proposals Scoring System (slide 2)

September 2004 IEEE Contribution C Slide 19 Section – Tech Proposals Scoring System (slide 3)

September 2004 IEEE Contribution C Slide 20 Section – Tech Proposals Scoring System (slide 4) Issues the WG needs to resolve: –Establish the most essential requirements – try to keep the list short (< 20 items) –Assign averaging weights

September 2004 IEEE Contribution C Slide 21 Section – Tech Proposals Scoring System (slide 5) The scoring process shall be conducted in a plenary session Final scores shall be posted on the WG website prior to the next step – the voting rounds

September 2004 IEEE Contribution C Slide 22 Section – Tech Proposals Selection Rounds The selection of the winning proposal shall assure that the most meritorious proposal is chosen. The scoring process shall be conducted in a plenary session Elimination rounds; followed by selection among the two finalists Voting of the winning proposal must be consistent with the scoring results, evaluation results and compliance tables.

September 2004 IEEE Contribution C Slide 23 Section 2.4 – Tech Proposals Selection Stages Phase 1: Stage 1: Proposal submissions. Stage 2: Working-group Presentations Stage 3: Review proposal compliance tables and evaluation results Stage 4: Poll and document the member-scores Stage 5: Proposal elimination (round 1) – select the top-two proposals Stage 6: If proposal consolidation is requested, skip to “Phase 2” below, otherwise, move to round 2 and select the winning proposal. Stage 7: Finalize the technology selection process. Phase 2: (optional, follow from stage 6 of “Phase 1” above) Stage 1: Consolidated proposals submission Stage 2: Working-group Presentations Stage 3: Review proposal compliance tables and evaluation results Stage 4: Poll and document new member-scores Stage 5: Present the proposal-scores and vote the top-two proposals. Stage 6: Select the winning-proposal. Stage 7: Finalize the technology selection process. At any TSP stage, the working group may decide (by simple majority) to abort it and cycle back to the previous stage.

September 2004 IEEE Contribution C Slide 24 Summary This TSP proposal is designed to assure a balanced and fair selection process Additional work is needed to bring this proposal to an agreed upon, complete TSP state (see TBD indications and the five annexes of contribution C )