IEEE Conference Organizer
Sponsorship Overview 会议组织者支持概述
R10 Conference Organiser Workshop R10会议组织者会议
22 October 2013 2013年10月22日
Xian, China 中国 西安
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Conference Sponsorship 会议支持
What is Sponsorship? 什么是会议支持
IEEE Sponsorship Types
IEEE会议支持类型
–Financial Sponsorships 财务主办
–Technical Co-Sponsorship 技术联合支持
Memorandum of Understanding 谅解备忘录
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IEEE Sponsorship
IEEE支持
Refers to your percentage of the financial and technical
responsibilities in running an IEEE sponsored conference. 取决
于IEEE提供经济以及技术支持所占的百分比
Financial Sponsorships 财政主办
– Sole Sponsorship 唯一主办
– The IEEE OU* has full financial and technical responsibility for executing
the conference
IEEE相关单位执行财务和技术全部相关责任
– Co-Sponsorship
– The IEEE OU has shared responsibilities for the conference’s financial
and technical requirements
IEEE相关单位分担财务及技术需求的责任
Technical Co-sponsorship 技术联合支持
– The IEEE OU provides direct and substantial involvement in the technical
program
IEEE相关单位提供直接和实质性的技术参与方案
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*OU – Organizational Unit (example: society, section, chapter, council)
IEEE Financial Sponsorships
IEEE财务支持
Define the conference scope and execute a high quality technical program. 定义会议范围和执行高质
量的会议技术方案
Develop and manage a budget that produces a positive surplus (20% goal) 制定和管理预算，目标是
产生20%的正收益
Conference execution responsibilities include: 会议执行责任包括：
– venue selection, negotiating services, exhibit management, publication of programs and
proceedings, marketing and public relations会场，服务，展会，论文集出版，市场和公众宣传
Ensure appropriate representation of the IEEE brand is included on all communications, websites
and marketing materials确保IEEE品牌在所有通讯，网站和市场材料中正确使用
Obtain approval of conference from IEEE获得IEEE批准
Escalate any legal issues to IEEE Conference Business Services任何法律问题上报给IEEE会议部门
Sole Sponsorship
IEEE OU has full financial and
organizational responsibility IEEE相关单
位执行财务和组织全部相关责任
– 100% of surplus or loss
Conference execution is sole
responsibility of IEEE OU 会议由IEEE独
家执行
No Memorandum of Understanding
(MOU) is required 不需要签订MOU
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Co-Sponsorship
IEEE OU has shared financial (surplus/loss) and
organizational responsibility based on an agreed
upon percentage 根据协议IEEE相关单位执行财务和
组织部分责任
–
Example – Sponsor A - 30%/ Sponsor B - 70%
Conference execution responsibility noted
above is shared会议由各方共同执行
A Memorandum of Understanding (MOU) is
required to define the responsibilities of each
party各方需要签订MOU
Technical Co-Sponsorship 技术联合支持
IEEE OU has no financial responsibility. The OU does not receive any
financial gain or incur any loss。 IEEE没有财务责任。IEEE相关单位不承
担任何财务收入或者损失。
Technical Co-Sponsorship indicates direct and substantial
involvement by the IEEE OU solely in the organization of the
technical program and scope definition IEEE相关单位直接并实质性的参
与方案与范围的制定
– Technical program involvement examples: IEEE volunteer is the
technical program chair or track chair, assigning reviewers to
conference例如IEEE志愿者是会议程序委员会主席，安排审稿人等
The conference is allowed to use the IEEE brand, following all
guidelines. All conference promotional materials indicate IEEE as a
Technical Co-sponsor会议允许使用IEEE的品牌，但必须遵循IEEE品牌指导
方针。所有会议宣传材料需显示IEEE为技术协办
A Memorandum of Understanding (MOU) is required 需要签订MOU
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Obtain approval of conference from IEEE 需要获得IEEE的批准
Memorandum of Understanding(MOU)
Required for all Co-Sponsored Conferences 谅解备忘录 所有
联合支持的会议都需要签订
A Memorandum of Understanding (MOU) is
required when two or more entities have
agreed to provide co-sponsorship to a IEEE
conference谅解备忘录需要两个或两个以上的实体已
同意向会议提供联合支持
A MOU defines the responsibilities for all
sponsors and is endorsed by all participants.
(electronic review and signatory process)界定
所有支持方的职责并由所有参与者共同认可。（电子
审查和签署过程）
Co-sponsors may be IEEE organizational units
or not-for-profit non-IEEE organizations主办单
位可以是IEEE组织单位或非IEEE组织的非营利单位
All MOUs must be approved by Conference
Business Services所有的备忘录必须由会议业务服
务部门批准
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Memorandum of Understanding(MOU)
Benefits
谅解备忘录的益处
It is a good business practice良好的商业实践
– Protects the interest of all participants 保护所有参与方的利益
Policy 10 requires a Memorandum of Understanding
(MoU) be established before IEEE approval of a
conference can be granted谅解备忘录需在得到IEEE会议
批准之前制定
– All co-sponsored activities (solely sponsored=exempt) 所有联合
支持的活动（独立支持的豁免）
– IEEE / Non-IEEE
– Financial / Technical 财务/技术
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Additional Resources
额外资源
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Sole Sponsorship 独家主办
IEEE OU - Complete Responsibility 全部责任
Sole sponsorship indicates full and sole organizational
unit involvement in a conference 独家支持指在会议中只有
唯一的参与组织单位
Define the conference scope and execute a high quality
technical program. 确定会议范围并执行高质量的技术方案
Develop and manage a budget that produces a positive
surplus (20% goal) 设定并管理预算而产生盈余
– OU will receive 100% of surplus or be responsible for deficit
保留全部100%的利润或承担全部亏损
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Ensure appropriate representation of the IEEE brand is
included on all communications, websites and
marketing materials. 确保在所有的交流，网站和营销过程
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中正确的传达IEEE的品牌信息
Sole Sponsorship 独家支持
IEEE OU - Complete Responsibility (continued) 全部责任
Coordinate resource management and full
administration of conference.
协调会议资源管理及会议全面管理
Escalate any legal issues to IEEE Conference Business
Services
升级任何法律问题为IEEE会议商务服务
Obtain approval of conference from IEEE
获得IEEE会议批准
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Co-Sponsorship 联合支持
IEEE OU – Shared Responsibility
共同责任
Co-sponsorship indicates shared involvement
among several organizations, one of which is an
IEEE OU 一些组织共同参与，其中之一为IEEE相关单位
The IEEE OU’s financial responsibility is shared
based on an agreed upon percentage 财务责任按共
同商议百分比承担
Financial example 例如: IEEE OU 70% and Cosponsor has 30%
– A surplus or deficit is divided based on this percentage. 基于以上
百分比划分
– Financial management is typically managed by the majority
owner 财务管理由占多数份额拥有者决定
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Co-Sponsorship 联合支持
IEEE OU – Shared Responsibility (continued) 共同责任
Conference execution responsibilities are shared: venue
selection, negotiating services, exhibit management,
publication of programs and proceedings, marketing
and public relations会议执行责任是共同的：地点的选择，协商
服务，展览管理，程序进展和发布，市场营销和公共关系。
Ensure appropriate representation of the IEEE brand is
included on all communications, websites and
marketing materials 确保在所有的交流，网站和营销过程中正
确的传达IEEE的品牌信息
A Memorandum of Understanding (MOU) is required. It
defines the responsibilities of each party 谅解备忘录是必
须的。它规定了每一方的责任。
Obtain approval of conference from IEEE 获得IEEE会议批准
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Technical Co-Sponsorship 技术联合支持
IEEE OU – Technical Program Responsibility 技术方案责任
Technical Co-Sponsorship indicates direct and substantial
involvement by the IEEE OU solely in the organization of the
technical program 指IEEE相关单位直接并大量参与学术方案组织工
作
The IEEE OU has direct and substantial involvement in the
technical program and scope definition IEEE相关单位直接并实质
性的参与方案与范围的制定
Technical program involvement examples 技术程序参与实例例如:
IEEE volunteer is the technical program chair or track chair,
assigning reviewers to conference 志愿者是技术委员会主席或分
会场主席，负责安排审稿人
IEEE OU has no financial responsibility. The OU does not receive
any financial gain or incur any loss IEEE相关单位没有财务责任
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且不承受任何金钱损失
。
Technical Co-Sponsorship 技术联合支持
IEEE OU – Technical Program Responsibility 技术方案责任
The conference is allowed to use IEEE’s brand. IEEE
brand guidelines must followed. All conference
promotional materials indicate IEEE as a Technical Cosponsor 会议允许使用IEEE的品牌，但必须遵循IEEE品牌指导方
针。所有会议宣传材料需显示IEEE为技术协办。
Conference proceedings may be eligible for inclusion to
IEEE Xplore. Proceedings are subject to a quality
review 会议程序有机会收入IEEE Xplore。
Conference execution is completely managed by cosponsor/s 会议执行完全由主办单位的管理
A Memorandum of Understanding (MOU) is required 谅解
备忘录是必需的。
Obtain approval of conference from IEEE 获得IEEE会议批准
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MOU – Required Information
MOU所需信息
Conference name, location and dates
会议名称，地点，时间
List all sponsoring organizations 罗列所有赞助机构
– Financial sponsors (IEEE and Non-IEEE)
– Specify the percentage share for each sponsor 具体到每个主办方的比例
– IEEE Technical co-sponsors
– Describe the OU role in developing and executing the technical
program 描述每个单位在程序委员会的发展和执行方案
Will your conference apply to participate in the Conference
Publications Program, ultimately to publish with IEEE in
Xplore 确认是否申请参加会议的出版计划，并收入IEEE Xplore
Who owns IP copyright 论文版权归属
Who owns the conference name 会议名称归属
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Glossary词汇表
Memorandum of Understanding (MOU): a document describing a
bilateral or multilateral an agreement between two or more parties. IEEE
requires an executed MOU for all co-sponsored conferences. 谅解备忘录：说
明两个或两个以上的当事人之间的双边或多边协议。 IEEE对所有共同主办的会议需要
签订谅解备忘录。
Organizational Unite (OU): An IEEE Region, Section, Chapter, Student
Branch or Society
IEEE单位：IEEE大区，分会，技术委员会，学生分会或者协
会。
For-profit organizations: Commercial organizations that operate as
businesses whose primary directives include creating profit which is
expended as those businesses choose, including distribution to shareholders
and owners.
营利单位：是指以创造利润为主要目标的经营企业，包括分配给股东
和业主创造利润的商业组织。
Non-Profit: Organizations which are established to further a social cause,
such as education, government, charity, or professional enrichment, and
which do not distribute surplus funds to owners or shareholders but instead
use earnings to help pursue their missions or organizational goals. 非营利
：建立更好的社会事业，如教育，政府，慈善机构，或专业，不向业主或股东分配资金
，但用盈利继续他们的使命或组织目标的组织。
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Resources资源
IEEE Policies 2013: Section 10 – Meetings,
Conferences, Symposia and Expositions
IEEE政策2013：第10部分-会议，大会，研讨会，展会
– Sponsorship - for more detailed sponsorship information.
Policy 10.1.2 支持-更多详细支持信息参见10.1.1
– Cross Endorsement should be conducted in the planning stages
of the conference. Policy 10.1.4 需要在会议规划阶段进行交叉审查
10.1.4
– www.ieee.org/documents/ieee_policies.pdf
Conference Sponsorship Overview 会议支持概述
– http://www.ieee.org/conferences_events/conferences/organizers
/conference_sponsorship.html
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