IEEE Policies



Section 10 - Meetings, Conferences, Symposia and Expositions

  

»  10.1.1   Conference Objectives
»  10.1.2   Sponsorship
»  10.1.3   Interorganizational Unit Roles
                 & Responsibilities
»  10.1.4   General Approvals,
                 Endorsements, &
                 Notifications
»  10.1.5   Memorandum of
                 Understanding/Agreement
                 (MoU/MoA)
»  10.1.6   Conference Budgets
»  10.1.7   Conference Advances
»  10.1.8   Conference Bank Account
                 Signatures
»  10.1.9   Distribution of Surplus and
                 Deficits
»  10.1.10   Auditing of Conference
                   Finances
»  10.1.11   Conference Closings
»  10.1.12   Conference Chairs

»  10.1.13   Confidentiality
»  10.1.14   IEEE Member Participation
»  10.1.15   Registration Fee Requirements
»  10.1.16   Naming of IEEE Conferences
»  10.1.17   Use of the IEEE Logo
»  10.1.18   Contracting
»  10.1.19   Conference Insurance
»  10.1.20   Conference Publications
»  10.1.21   IEEE Services and Publicity
»  10.1.22   Tax Liability
»  10.1.23   Financial Support from Industry
»  10.1.24   Job Recruiting at Conferences
»  10.1.25   Participation Limitations for IEEE
                   Sponsored Events
»  10.1.26   Summary of Requirements for
                   Solely Sponsored/Co-
                   Sponsored Conferences
»  10.1.27   Summary of Requirements for
                   Technical Co-Sponsored/   
                   Cooperation Conferences




10.1.4      General Approvals, Endorsements, & Notifications

There are three types of conference approvals that must be sought.  They are:

Organizational unit approvals from all sponsoring organizational units

  • IEEE Conference Services budget approvals
  • Organizational unit cross endorsement

All approvals and endorsements should be obtained at least a year in advance of the proposed conference.

The IEEE Conferences Committee and ultimately the IEEE Board of Directors have responsibility for review, approval and conflict resolution of all IEEE conferences, including those co-sponsored with non-IEEE organizations.

Organizational Unit Approval
The conference committee is responsible for obtaining organizational unit sponsorship.  Approval from all sponsoring organizational units is required.  The sponsoring organizational unit must approve the place, date, and subject matter to be covered for all conferences.  Since organizational units are ultimately responsible for the financial accountability of their solely sponsored and co-sponsored conferences, the organizational unit must approve the conference budget prior to its submission to IEEE Conference Services for approval.  Sound financial planning, benefit to the membership, and absence of conflict with other conferences shall be criteria for organizational unit approval.

IEEE Conference Services Approval
IEEE Conference Services shall approve all conference budgets exceeding $25K in revenue/expenses. This approval can be obtained by submitting a detailed budget to IEEE Conference Services at least one year in advance of the conference, but earlier submission is strongly recommended.  Written confirmation of organizational unit’s budget approval must be included with the detailed budget (Policy 10.1.6).

Conference Services shall be notified of the place, date and subject matter to be covered for all IEEE conferences.  If a conference falls in any of the following three categories, the IEEE Conferences Committee shall be informed if the activity(ies):

  • is solely sponsored or co-sponsored by a geographic organizational unit, (e.g. Chapter, Section, Region) where there is the intention of drawing substantial attendance from outside the geographic area of a single Section, or
  • contains commercial exhibits, or
  • coincides with another organization’s conference that requires a security clearance for admission.

All notifications should be made through IEEE Conference Services.  The IEEE sponsoring organizational unit is responsible for the submission of all information requiring approvals. 

The data from the Conference Information Schedule shall be entered into the IEEE Meetings Database and used by IEEE Conference Services to answer requests for conference information and will be included in the Conference Search, Call for Paper Search and other promotional activities.

Cross Endorsements
Cross endorsement is the endorsement from one organizational unit for another organizational unit’s conference.  Cross endorsement typically occurs between geographic and non-geographic organizational units.  It is recommended cross endorsement be sought from the Section, when a conference is being held in the geographic area of the Section if the conference is sponsored by another IEEE geographic or non-geographic organizational unit.  It is recommended cross endorsement be sought from the non-geographic organizational unit (Society, EAB, IEEE-USA, and SA), when another geographic or non-geographic organizational unit is holding a conference in its field of interest.  Cross endorsement is expected to be timely and should be requested during the planning stages of the conference.

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