1. IEEE-SA Standards Development Overview
Christiane Vigil
Manager, Funded Services
IEEE Standards Association
October 23, 2008

2. IEEE-SA Corporate Program
Provides an environment where corporations come together to develop standards that
Open markets
Strengthen existing markets
Enhance global competitiveness
Helps industry accomplish business objectives
Fosters company-based standardization
Open, consensus process
Levels playing field -- one entity/one vote
Multi-industry/multi-national participation
Leverages the unique technology base supported by the worldwide technical communities of the IEEE
Provides a venue to nurture existing and emerging technologies
Rapid path to global standardization
Support structure available for completion in 18-24month target timeframe 2

3. Why Create Corporate Standards at the IEEE?
Platform & protections create productive corporate standards environment
501(c)(3) nonprofit corporation
Proven policies and procedures
Quick start-up
No agreements among participants
No infrastructure to form
Well-defined rules and framework
Transparent process
Legal structure in place
Clear intellectual property policy (RAND)
Route to global standards
Streamlined adoption of IEEE standards in ISO, IEC, ITU
Joint copyright agreements
Worldwide distribution 3

4. IEEE Standards Development
Five principles guide standards development
Ensuring integrity and wide acceptance for IEEE standards
IEEE standards reflect the standardization principles as stated by the WTO 4

5. Due Process Openness Develop operating procedures
Publish and make procedures available
Follow procedures
Everyone has access to the process
Make information and actions publicly available for examination
Include all materially interested and affected parties
Avoid antitrust situations/appearance of collusion
Opportunity to participate does not necessarily mean membership or a vote
Openness 5

6. Consensus Agreement among the majority
Not 100% agreement
Defined in the IEEE Sponsor balloting rules as 75% of 75%
Obligation to the majority
Approve and make available expeditiously
Obligation to the minority
Attempt to resolve comments 6

7. Balance
Representation from all materially interested and affected parties
Goal for development
Encourage participation during standard’s draft development stages
Mandatory for balloting
Lack of dominance by any one interest group
Common categories for interest groups:
Producer, user, and general interest 7

8. Right of Appeal The right to initiate a challenge of the process
Any person has the right to appeal a standard during any stage and have the case heard by the respective authoritative body
Bases of appeal can be
Technical (within Sponsor)
Procedural 8

9. Standards Development Process Flow
Idea!
Maximum 4 years
Project Authorization Request (PAR)
Develop
Draft
Standards
(In Working
Group)
Sponsor
Ballot
IEEE-SA
Standards Board
Approval process
Publish Standard
Maximum of 5 years
Reaffirm, Revise, or withdraw standards 9

10. Project Authorization
A project may be started by any individual or any company (based on the method of participation)
Each project must be supported by a Sponsor
Official developer of standard
Projects documented through approved document called Project Authorization Request (PAR)
development/initiate/par_training.html
Working group may exist as study group for six months before they submit a PAR 10

11. Working Group Development
Working group chooses process to create first draft document
May be developed within group
May be developed from a basis of existing documents and specifications
Draft document refined and approved in working group
May require multiple versions and review 11

12. Sponsor Ballot Process
Administered through IEEE-SA
Issue ballot invitation
to interested individuals or to entities (based on the selected method of participation)
Sponsor chair approves balance
Responders classify selves according to their interest in the standards subject
User, producer, general interest
One interest category cannot exceed majority of group
Once formed, group remains static 12

13. Balloting Response and Results
Requires at least 75% participation response from balloters
Requires at least 75% approval among participants
Working group or its assigned ballot resolution committee attempts to resolve negative comments
Recirculate revised draft and comments
Comments on new or changed portions of document must be addressed 13

14. Approval and Publication
Approval of standard is granted by IEEE-SA Standards Board
Standard published after approval
Standard is valid for 5 years after approval
After 5 years, must be revised, reaffirmed, or withdrawn 14

15. IEEE-SA Individual Standards Program
Each individual participant has one vote
In working group (voting privileges are granted to individuals representing themselves when WG membership requirements are fulfilled)
Multiple participants from one company or organization can join and vote in a Working Group
In balloting group
Mandatory fees
Any required Sponsor fees
IEEE-SA individual membership fee or a per-ballot fee for Sponsor ballot
Ballot group
Invitation to join is sent to individuals who have expressed an interest
Minimum of 10 individual participants
Multiple participants from one company or organization can join a sponsor ballot group
Average completion time 3 to 4 years
Global success stories
802, 1076 Behavioral languages, … 15

16. Individual Membership in the IEEE-SA
Benefits
Unlimited balloting of IEEE individual standards only
Updates on IEEE standards activities
2008 Dues
US $43/year for IEEE members (IEEE-SA membership is mandatory to participate to individual projects sponsor ballot)
US $212/year for non-IEEE members 16

17. IEEE-SA Corporate Standards Process
Participation and voting is by entity – One entity=One vote
There is one designated representative (DR) or alternate (DRA) per meeting who votes on behalf of the entity
Entity can send multiple participants for their technical input
Voting privileges are granted when IEEE-SA and WG membership requirements are fulfilled
This participation model applies to the working group and the balloting group
Primary difference from individual method of standards development
Average completion time 18 months
Global success stories:
1800 SystemVerilog (IEC Ed.1),
1850 Property Specification Language (IEC Ed.1) 17

18. Entity Projects Required Fees
IEEE-SA Requirement for membership in Working Group
To participate and vote, must pay entity participation fee (EPP fee)
Currently US $3900 per company/per project/per year
Privileges include:
The ability to make technical contributions to the draft
The ability to make and speak to motions at meetings
The ability to vote in working group
Three entities minimum
Working group requirement for membership (in WG)
As dictated by working group policies and procedures
Working group services fee (optional)
Attendance requirement (usually) to obtain voting rights
Observers
Entities that do not commit to pay the EPP fee
May attend any of the working group meetings
Do not have the ability to vote, to make motions and will not receive other working group membership privileges (access to private area of the website, etc.) 18

19. Entity Projects Required Fees
Sponsor Ballot group invitation is sent to
All IEEE-SA corporate members
Entities that have expressed an interest
Entities identified by Working Group and Sponsor Chairs
Sponsor Ballot group requirements:
Return the sign-up form
Hold IEEE-SA corporate membership or pay the per-ballot fee (20% premium)
Commit to review the draft and cast a vote
Minimum of five entities for a valid sponsor ballot group 19

20. IEEE-SA Corporate Membership
Benefits
Unlimited Sponsor balloting rights for entity projects only
Complimentary individual memberships
Eligibility to serve on Corporate Advisory Group
Voting privileges for IEEE-SA governance
Advance access to news and information on IEEE-SA standards activities
2008 Dues
<$1M.: $1,000 – Includes trade associations, universities, SDOs
$1M to $1B: $3,000
>$1B: $5,000 – includes Government agencies 20

21. Standards Development Process Flow Entity Projects Fees
Sponsor ballot requirement:
2008 Corporate Membership fee (US$1,000-US$5,000) OR
Non-Member per ballot fee (US$1,200-US$6,000)
Mandatory fee: Entity Project Participation 2008 Fee:
US$3,900/year/
company/project
Idea!
Project Authorization Request (PAR)
Develop
Draft
Standards
(In Working
Group)
Sponsor
Ballot
IEEE-SA
Standards Board
Approval process
Publish Standard
Options: Funded Professional Services:
Project Acceleration Package
A La Carte Services
Customized Services
Average completion time months with
Professional support services 21

22. IEEE-SA Funded Professional Services Optional Project Acceleration package
Project management
Draft document development support
Priority balloting support
Expedited document publication
Public relations services
Website development and maintenance
Meeting attendance/travel 22

23. IEEE-SA Funded Professional Services Optional
Additional services available à la carte
Technical writing services (fee negotiation, contract management, deliverables schedule)
Meeting planning
Prepaid standards distribution
Provides no-cost access to end-users
International adoption support
Customized services
Available upon request 23

24. Value of IEEE-SA Funded Professional Services
Provide active facilitation and oversight of standard development process
Anticipate and prevent potential pitfalls that can slow the process
Accelerate the development of the document
Result in avoided costs (travel, time…)
Promote an optimal working environment
Allow the WG to focus on technical aspects of standards development
Expedite important milestones of the process (priority balloting, expedited publishing)
Offer flexible payment options 24

25. Next steps Create and submit PAR (Project Authorization Request)
Initial steps in working group formation
Creation of study group
Determine method of participation
Create and submit PAR
PAR approval
Adopt policies and procedures (P&P)
Model P&P for entity projects available at
Elect working group officers
Decide initial meeting schedule and locations
Decision points
Contract with IEEE-SA for funded project management
Set the fees for working group membership, if any 25

26. IEEE-SA Standards Development Overview
Thank you!
Christiane Vigil
Telephone: