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Re: [802SEC] a best practices guide on the affiliation disclosure requirements



Ben:

This has come up before.  Inviting someone is considered different than “asking” someone.  As with many items, the individual disclosing has to make the determination if there if the asking has any elements of coercion or enticement by financial or similar reward.  If you ask me to ask someone else (e.g., a client of mine), I have to determine if it is simply an invite or a request that makes my client obligated in some way.  If you ask me to ask my client to attend if they want any chance of getting business from you, then my client might be more inclined to declare both of us as affiliations.  Obviously the example can be backed off into the grey area where the invitee has to determine if their participation is truly as an independent expert (or if an entity project a representative of their employer) or not.

I have been in this situation where there was little ambiguity. I was contracted for a task by entity 1, who was clearly asking me to do things for entity 2.  I notified my client entity 1 what I would have to do, if I took on the requested task, and I declared both entity 1 and entity 2 as we’ll as my self-employed consulting company DBA (doing business as) as affiliations.  Specifically, Bob Grow, employed by RMG Consulting, affiliated with RMG Consulting, entity 1 and entity 2.

—Bob


On Oct 30, 2017, at 8:59 AM, Benjamin A. Rolfe <ben@BLINDCREEK.COM> wrote:

And what is your opinion on the clause that states "any individual or entity that has or will have, either directly or indirectly, requested....".

If I ask Bob to Ask you to attend an 802.15 WNG presentation next week, will you declare both of us as affiliations? 

B

On 10/28/2017 9:08 AM, Paul Nikolich wrote:
Dear EC Members,

I asked Jonathan Goldberg to prepare a document that can be used as a 'best practices guide' on the declaration of affiliation requirements for 802 participants (https://mentor.ieee.org/802-ec/dcn/17/ec-17-0171-00-00EC-ieee-declaration-of-affiliation.pdf) and to briefly introduce the topic at the opening EC meeting.  I want to ensure the policy is well understood and applied consistently across all our groups. To that end, Jonathan and Kathryn will make themselves to present the full slide deck for discussion and answer questions during your group plenary meetings.  Please share the slide deck and allocate time to review during the November plenary session with your groups.

Regards,

--Paul
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