Network Working Group                                          L. Daigle
Internet-Draft                                                    Editor
Expires: August 15, December 30, 2004                   Internet Architecture Board
                                                                     IAB
                                                       February 15,
                                                            July 1, 2004

         IAB Processes for management of liaison relationships
                        draft-iab-liaison-mgt-00
                        draft-iab-liaison-mgt-02

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   Copyright (C) The Internet Society (2004).  All Rights Reserved.

Abstract

   This document discusses the procedures the IAB uses to select
   organizations to form and maintain liaison relationships with.  It
   further discusses the expectations that the IAB has of such
   organizations and of the people assigned to manage those
   relationships.

Table of Contents

   1.  Liaison Relationships and Personnel  . . . . . . . . . . . . .  3
   2.  Aspects of Liaisons and Liaison Management . . . . . . . . . .  4  5
     2.1   Liaison Relationships  . . . . . . . . . . . . . . . . . . . .  4  5
     2.2   Liaison Manager  . . . . . . . . . . . . . . . . . . . . . . .  4  5
     2.3   Liaison Communications Representatives  . . . . . . . . . . . . . . . . .  6
     2.4   Liaison Communications . . . .  5 . . . . . . . . . . . . . .  6
   3.  Summary of IETF Liaison Manager Responsibilities . . . . . . .  6  7
   4.  Approval and Transmission of Liaison Statements  . . . . . . .  8
   5.  Security Considerations  . . . . . . . . . . . . . . . . . . .  7
   5.  9
   6.  Acknowledgements . . . . . . . . . . . . . . . . . . . . . . .  8 10
   7.  References . . . . . . . . . . . . . . . . . . . . . . . . . .  9 11
   7.1   Normative References . . . . . . . . . . . . . . . . . . . . 11
   7.2   Informative References . . . . . . . . 10
       Authors' Addresses . . . . . . . . . . . 11
       Authors' Addresses . . . . . . . . . . . 10
       Full Copyright Statement . . . . . . . . . . . 11
       Intellectual Property and Copyright Statements . . . . . . . . 11 12

1.  Liaison Relationships and Personnel

   The IETF, as an organization, has the need to engage in direct
   communication or joint endeavors with various other formal
   organizations.  For example, the IETF is one of several Standards
   Development Organizations, or SDOs, and all SDOs including the IETF
   find it increasingly necessary to communicate and coordinate their
   activities involving Internet-related technologies.  This is useful
   in order to avoid overlap in work efforts and to manage interactions
   between their groups.  In cases where there is formalization of a
   mutual effort to communicate and coordinate activities, these
   relationships are generically referred to as "liaison relationships".

   In such cases, a person from the IETF is designated to manage a given
   liaison relationship; that person is generally called the "IETF
   liaison"
   liaison manager" to the other organization.  Often, the other
   organization will similarly designate their own liaison manager to
   the IETF.

   This document is chiefly concerned with:

   o  the establishment and maintenance of liaison relationships, and
   o  the appointment and responsibilities of IETF liaison managers. managers and
      representatives.

   The management of other organizations' liaisons liaison managers to the IETF,
   whether or not in the context of a liaison relationship, is outside
   the scope of this document.

   The IETF has chartered the Internet Architecture Board to manage
   liaison relationships.  In  Consistent with its charter [2], ([2]), the IAB states that

      The IAB
   acts as representative of the interests of the IETF and the Internet
   Society in technical liaison relationships with other organizations
   concerned with standards and other technical and organizational
   issues relevant to the world-wide Internet.
      Liaisons  Liaison relationships
   are kept as informal as possible and must be of demonstrable value in
   improving the quality of IETF specifications.  Individual members of
   the IETF are appointed as
      liaisons liaison managers or representatives to
   other organizations by the IAB or IESG as appropriate.

   In general, a liaison relationship is most valuable when there are
   areas of technical development of mutual interest.  For the most
   part, SDO's would rather leverage existing work done by other
   organizations than recreate it themselves (and they would like their
   own standards work used rather than abused/recreated!).  Establishing
   a liaison relationship can provide the framework for ongoing
   communications to
   o  prevent inadvertent duplication of effort, without obstructing
      either organization from pursuing its own mandate;
   o  provide authenticated information of one organization's
      dependencies on the other's work.

2.  Aspects of Liaisons and Liaison Management

2.1  Liaison Relationships

   A liaison relationship is set up when it is mutually agreeable and
   needed for some specific purpose, in the view of the other
   organization, the IAB, and the IETF participants conducting the work.
   There is no set process or form for this; the IETF participants and
   the peer organization approach the IAB, and after discussion come to
   an agreement to form the relationship.  In some cases, the intended
   scope and guidelines for the collaboration are documented
   specifically (e.g., see [3], [4], and [5]).

   The IAB's expectation in setting up the relationship is that there
   will be a mutual exchange of views and discussion of the best
   approach to undertaking new standardization work items.  Any work
   items resulting for the IETF will be undertaken in the usual IETF
   procedures, defined in [1].  The peer organization often has
   different organizational structure and different procedures than the
   IETF, which will require some flexibility on the part of both
   organizations to accommodate.  The IAB expects that the peer each organization
   will use the relationship carefully, allowing time for the processes
   it requests to occur in the other organization and not making
   unreasonable demands.

2.2  Liaison Manager

   As described above, most work on mutually interesting topics will be
   carried out in the usual way within the IETF and the peer
   organization.  Therefore, most communications will be informal in
   nature (e.g., working group, mailing list discussions, etc).

   An important function of the liaison manager is to ensure that
   communication is maintained, is productive, and is timely.  He or she
   may use any businesslike approach to that necessary, from private
   communications to public communications, and bringing in other
   parties as needed.  If a communication from a peer organization is
   addressed to an inappropriate party, such as being sent to the
   working group but not copying the AD or being sent to the wrong
   working group, the liaison manager will help redirect or otherwise
   augment the communication.

   Since the IAB is ultimately responsible for liaison relationships,
   anyone who has a problem with a relationship (whether an IETF
   participant or a person from the peer organization) should first
   consult the IAB's designated liaison manager, and if that does not
   result in a satisfactory outcome, the IAB itself.

2.3  Liaison Representatives

   The liaison manager is, specifically, a representative of the IETF
   for the purposes of managing the liaison relationship.  There may be
   occasion to identify other representatives for the same relationship.
   For example,  if the area of mutual work is extensive, it might be
   appropriate to name several people to be liaison representatives to
   different parts of the other organization.  Or, it might be
   appropriate to name a liaison representative to attend a particular
   meeting.

   These other liaison representatives are selected by the IAB and work
   in conjunction (and close communication) with the liaison manager.
   The specific responsibilities of the liaison representative will be
   identified at the time of appointment.

2.4  Liaison Communications

   Communications between organizations use a variety of formal and
   informal channels.  The stated preference of the IETF, which is
   largely an informal organization, is to use informal channels, as
   these have historically worked well to expedite matters.  In some
   cases, however, more formal communications are appropriate.  In such
   cases, the established procedures of many organizations use a form
   known as a "liaison statement".  Procedures for sending, managing,
   and responding to liaison statements are discussed in draft-baker-
   liaison-statements. [6].

3.  Summary of IETF Liaison Manager Responsibilities

   While the requirements will certainly vary depending on the nature of
   the peer organization and the type of joint work being undertaken,
   the general expectations of a liaison manager appointed by the IAB
   are as follows:

   o  Attend relevant meetings of the peer organization as needed and
      report back to the appropriate IETF organization any material
      updates.
   o  Carry any messages from the IETF to the peer organization, when
      specifically instructed.  Generally, these communications
      "represent the IETF", and due care (and consensus) must be applied
      in their construction.
   o  Prepare occasional updates -- e.g., to the IAB, an AD, a WG.  The
      target of these updates will generally be identified upon
      appointment.
   o  Oversee delivery of liaison statements addressed to the IETF,
      ensuring that they reach the appropriate destination within the
      IETF, and work to ensure that whatever relevant response from the
      IETF is created and sent in a timely fashion.
   o  Work with the other organization to ensure that the IETF's
      liaisons liaison
      statements are appropriately directed and responded to in a timely
      fashion.

4.  Approval and Transmission of Liaison Statements

   It is important that appropriate leadership review be made of
   proposed IETF liaison statements and that those who write such
   statements who claim to be speaking on behalf of IETF are truly
   representing IETF views.

   All outgoing liaison statements will be copied to IETF Secretariat by
   the liaison statement page.

   For a liaison statement generated on behalf of an IETF working group,
   the working group chair(s) must have generated, or must agree with
   the sending of the liaison statement, and must advise the Area
   Director(s) that the liaison statement has been sent by copying the
   appropriate Area Directors on the message.

   For a liaison statement generated on behalf of an IETF Area, the Area
   Director(s) must have generated or must agree with the sending of the
   liaison statement.  If the liaison statement is not sent by the Area
   Directors then their agreement is indicated by copying the Area
   Directors on the message.

   For a liaison statement generated on behalf of the IETF as a whole,
   the IETF Chair must have generated or must agree with the sending of
   the liaison statement.  If the liaison statement is not sent by the
   IETF Chair then his or her agreement is indicated by copying the IETF
   Chair on the message.

   For a liaison statement generated by the IAB, the IAB Chair must have
   generated or must agree with the sending of the liaison statement.
   If the liaison statement is not sent by the IAB Chair, then his or
   her agreement is indicated by copying the IAB Chair on the message.

5.  Security Considerations

   The security of the Internet is not threatened by these procedures.

5.

6.  Acknowledgements

   This document was developed as part of a conversation regarding the
   management of draft-baker-liaison-statements, [6], and the authors of that document contributed
   significantly to it.  Also, this version of the document has been
   improved over its predecessor by several suggestions from Stephen J.
   Trowbridge, Peter Saint-Andre,  Michael Patton, Bert Wijnen, Fred
   Baker and Scott Bradner.

7.  References

7.1  Normative References

   [1]  Bradner, S., "The Internet Standards Process -- Revision 3", BCP
        9, RFC 2026, October 1996.

   [2]  Internet Architecture Board and B. Carpenter, "Charter of the
        Internet Architecture Board (IAB)", BCP 39, RFC 2850, May 2000.

7.2  Informative References

   [3]  Rosenbrock, K., Sanmugam, R., Bradner, S. and J. Klensin, "3GPP-
        IETF
        "3GPP-IETF Standardization Collaboration", RFC 3113, June 2001.

   [4]  Bradner, S., Calhoun, P., Cuschieri, H., Dennett, S., Flynn, G.,
        Lipford, M. and M. McPheters, "3GPP2-IETF Standardization
        Collaboration", RFC 3131, June 2001.

   [5]  Fishman, G. and S. Bradner, "Internet Engineering Task Force and
        International Telecommunication Union - Telecommunications
        Standardization Sector Collaboration Guidelines", RFC 3356,
        August 2002.

   [6]  Trowbridge, S., Bradner, S. and F. Baker, "Procedure for
        Handling Liaison Statements Between Standards Bodies", June
        2004.

Authors' Addresses

   Leslie Daigle
   Editor

   Internet Architecture Board
   IAB

   EMail: iab@iab.org

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