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    <p>+1 Olivier and Judith<br>
    </p>
    <p>WYn<br>
    </p>
    <div class="moz-cite-prefix">On 08/10/2024 9:45 PM, Judith
      Hellerstein via Chapter-delegates wrote:<br>
    </div>
    <blockquote type="cite"
      cite="mid:E32E2EB8-B8B0-44A6-8F77-8C8F480FE77B@jhellerstein.com">
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      Hi Olivier and others,
      <div>The Washington DC Chapter also support Olivier in this
        important endeavor </div>
      <div><br>
      </div>
      <div>Judith <br id="lineBreakAtBeginningOfSignature">
        <div dir="ltr">Sent from my iPad<span style="font-size: 13pt;"> </span>
          <div><span style="font-size: 13pt;"><a class="moz-txt-link-abbreviated" href="mailto:judith@jhellerstein.com">judith@jhellerstein.com</a> </span></div>
          <div><span style="font-size: 13pt;">Skype ID:JudithHellerstein</span></div>
        </div>
        <div dir="ltr"><br>
          <blockquote type="cite">On Oct 8, 2024, at 8:47 AM, Olivier MJ
            Crépin-Leblond via Chapter-delegates
            <a class="moz-txt-link-rfc2396E" href="mailto:chapter-delegates@elists.isoc.org"><chapter-delegates@elists.isoc.org></a> wrote:<br>
            <br>
          </blockquote>
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        <blockquote type="cite">
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            Dear Ilona,<br>
            <br>
            Further to our discussion two weeks ago regarding the
            definition of the relationship between the Internet Society
            and the Internet Society Foundation, in the absence of your
            response, I wish to reiterate the need for a clear
            outsourcing agreement between these entities. It is
            recognised as good business practice internationally to
            establish such agreements to delineate respective
            liabilities in the execution of these contracts.<br>
            <br>
            Responding to your note: "<i>All necessary legal documents,
              including agreements, have been put in place to respect
              the separate nature of the two organizations.</i>"<br>
            <br>
            All I am asking is for them to be shared. If that is not
            possible, even in a redacted manner, for whatever reason,
            then please provide a list of the agreements to which you
            refer, including the date of the agreement, the name of the
            agreement, the signatory parties, and a brief description of
            each agreement.<br>
            <br>
            Looking forward to your prompt response.<br>
            <br>
            Kindest regards,<br>
            <br>
            Olivier Crépin-Leblond<br>
            <br>
            <br>
            <br>
            <div class="moz-cite-prefix">On 24/09/2024 17:22, Olivier MJ
              Crépin-Leblond wrote:<br>
            </div>
            <blockquote type="cite"
              cite="mid:3d8130f2-459f-40d9-94b7-1a503d7234ec@gih.com">
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              Dear Ilona,<br>
              <br>
              Many thanks for your follow-up.<br>
              <br>
              The thread may not have come all through. During the
              Chapter Advisory Council call, Ted mentioned the transfer
              of some responsibilities in relation to Communications
              from the Internet Society to the Internet Society
              Foundation. My initial question to Ted was in regards to
              the outsourcing agreement as follows:<br>
              <br>
              <i>"I was previously unaware of this change. Although the
                Internet Society Foundation may have been designated by
                the Internet Society as a "supporting organisation" of
                the Internet Society, it remains a distinct and separate
                legal entity. Therefore, I assume that any "outsourcing"
                of responsibilities such as Marketing and/or
                Communications would be defined in a written "contract
                for services" between the Parties setting out
                (inter-alia) the terms, rights, and obligations of each
                Party. Could you please provide the terms for such an
                agreement and any limitations therein?<br>
              </i> <i><br>
                My principal concern lies in distinguishing between
                executing the Communications Plan and drafting the
                Communications Plan. These are fundamentally different
                tasks and would undoubtedly be included in the "contract
                for services"".</i> <br>
              <br>
              The top level responsibility of the strategy of the
              Internet Society remains within the Internet Society. I
              find it surprising that an outsourcing entity would be
              able to dictate that strategy without it being agreed by
              the Internet Society itself.<br>
              The Internet Society has the opportunity to outsource the
              execution of its Communications Plan to a supporting
              organisation on the basis of terms and conditions agreed
              between the parties. This requires outsourcing
              agreement(s) in order to know where the boundaries and
              responsibilities are between the two organisations,
              including their respective liabilities in the execution of
              these agreement(s).<br>
              <br>
              For example: <br>
              <br>
              <h3
style="padding: 0px; margin: 12px 0px 0px; word-break: break-word; font-size: var(--cib-type-subtitle1-stronger-font-size); line-height: var(--cib-type-subtitle1-stronger-line-height); font-weight: var(--cib-type-subtitle1-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle1-stronger-font-variation-settings); color: rgb(17, 17, 17); font-family: -apple-system, Roboto, SegoeUI, "Segoe UI", "Helvetica Neue", Helvetica, "Microsoft YaHei", "Meiryo UI", Meiryo, "Arial Unicode MS", sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">Key
                Components of an Outsourcing Communications Agreement</h3>
              <ol
style="margin: 12px 0px 0px; display: flex; flex-direction: column; gap: 12px; padding-inline-start: 24px; color: rgb(17, 17, 17); font-family: -apple-system, Roboto, SegoeUI, "Segoe UI", "Helvetica Neue", Helvetica, "Microsoft YaHei", "Meiryo UI", Meiryo, "Arial Unicode MS", sans-serif; font-size: 16px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Introduction
                      and Definitions</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Clearly define the parties involved.</li>
                    <li>Provide definitions for key terms used
                      throughout the agreement.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Scope
                      of Services</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Detail the specific services to be outsourced.</li>
                    <li>Include service level agreements (SLAs) to set
                      performance standards.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Term
                      and Termination</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Specify the duration of the agreement.</li>
                    <li>Outline conditions for termination by either
                      party.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Pricing
                      and Payment Terms</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Define the pricing structure and payment
                      schedule.</li>
                    <li>Include any penalties for late payments or
                      performance failures.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Confidentiality
                      and Data Protection</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Ensure compliance with data protection laws.</li>
                    <li>Include confidentiality clauses to protect
                      sensitive information.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Intellectual
                      Property Rights</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Clarify the ownership of any intellectual
                      property created during the agreement.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Warranties
                      and Liability</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Outline the warranties provided by the service
                      provider.</li>
                    <li>Define the liability limits for both parties.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Monitoring
                      and Reporting</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Establish how performance will be monitored and
                      reported.</li>
                    <li>Include provisions for regular review meetings.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Dispute
                      Resolution</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Specify the process for resolving disputes.</li>
                    <li>Include mediation or arbitration clauses if
                      applicable.</li>
                  </ul>
                </li>
                <li>
                  <p
style="padding: 0px; margin: 0px; word-break: break-word; font-size: var(--cib-type-body2-font-size); line-height: var(--cib-type-body2-line-height); font-weight: var(--cib-type-body2-font-weight); font-variation-settings: var(--cib-type-body2-font-variation-settings); display: inline;"><strong
style="font-size: var(--cib-type-subtitle2-stronger-font-size); line-height: var(--cib-type-subtitle2-stronger-line-height); font-weight: var(--cib-type-subtitle2-stronger-font-weight); font-variation-settings: var(--cib-type-subtitle2-stronger-font-variation-settings);">Exit
                      Management</strong>:</p>
                  <ul
style="display: flex; flex-direction: column; gap: 12px; margin: 12px 0px 0px; padding-inline-start: 24px;">
                    <li>Plan for the transition of services back to the
                      company or to another provider.</li>
                    <li>Include provisions for the transfer of data and
                      assets.</li>
                  </ul>
                </li>
              </ol>
              <br>
              <br>
              I trust that you mentioned: "All necessary legal
              documents, including agreements, have been put in place to
              respect the separate nature of the two organizations."<br>
              Thus I would be interested in its details as explained in
              my email.<br>
              <br>
              Kindest regards,<br>
              <br>
              Olivier<br>
              <br>
              <br>
              <div class="moz-cite-prefix">On 23/09/2024 18:36, Ilona
                Levine wrote:<br>
              </div>
              <blockquote type="cite"
                cite="mid:5579F0FC-213F-4E3B-B19B-BF9FD6D8F840@isoc.org">
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                  <p class="MsoNormal"><span style="font-size:11.0pt">Dear
                      Olivier,<o:p></o:p></span></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">I
                      understand that the nature of your request is to
                      assist the Chapters Advisory Council and Chris
                      Locke in preparation to his session on the
                      communication plan. The agreement in place since
                      2018 between the Foundation and Internet Society
                      focuses on the legal obligations in line with the
                      Foundation's role as a 509(a)(3) and therefore,
                      won’t be useful for that purpose.<o:p></o:p></span></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">Best
                      regards,<o:p></o:p></span></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt">Ilona<o:p></o:p></span></p>
                  <p class="MsoNormal"><span style="font-size:11.0pt"><o:p> </o:p></span></p>
                  <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                    <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                        MJ Crépin-Leblond <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:ocl@gih.com"
                          moz-do-not-send="true"><ocl@gih.com></a><br>
                        <b>Date: </b>Sunday, September 22, 2024 at 8:52
                        AM<br>
                        <b>To: </b>Ilona Levine <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:levine@isoc.org"
                          moz-do-not-send="true"><levine@isoc.org></a>,
                        Ted IETF <a class="moz-txt-link-rfc2396E"
                          href="mailto:ted.ietf@gmail.com"
                          moz-do-not-send="true"><ted.ietf@gmail.com></a><br>
                        <b>Cc: </b>Chapter Delegates <a
                          class="moz-txt-link-rfc2396E"
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                        Sally Wentworth <a
                          class="moz-txt-link-rfc2396E"
                          href="mailto:wentworth@isoc.org"
                          moz-do-not-send="true"><wentworth@isoc.org></a><br>
                        <b>Subject: </b>Re: Follow-up on Chapters
                        Advisory Council Meeting of 17 September 2024<o:p></o:p></span></p>
                  </div>
                  <div>
                    <p class="MsoNormal"><o:p> </o:p></p>
                  </div>
                  <p class="MsoNormal" style="margin-bottom:12.0pt">Dear
                    Ilona,<br>
                    <br>
                    thank you for clarifying that all necessary legal
                    documents, including agreements, have been duly
                    executed to respect the separate nature of the two
                    organisations.<br>
                    <br>
                    I am aware of the publication of the original IETF
                    Administration LLC agreements with the Internet
                    Society, specifically:<br>
                    <a
href="https://www.ietf.org/media/documents/IETF_Funding_Agreement_-_Executed_-_20201123.pdf"
                      moz-do-not-send="true">IETF-ISOC Funding Agreement
                      (2020)</a><br>
                    <a
href="https://www.ietf.org/media/documents/IETF_ISOC_Funding_Amendment_Amendment_-_20201222.pdf"
                      moz-do-not-send="true">IETF-ISOC Funding Agreement
                      Amendment (2020)</a><br>
                    <a
href="https://www.ietf.org/media/documents/ISOC-IETF_Amended_Funding_Agreement_-_20240103_-_Redacted_Executed.pdf"
                      moz-do-not-send="true">IETF-ISOC Funding Agreement
                      Amended and Restated (2024)</a><br>
                    <br>
                    These documents are accessible on the IETF
                    Administration LLC’s website at <a
href="https://www.ietf.org/administration/overview/"
                      moz-do-not-send="true"
                      class="moz-txt-link-freetext">
                      https://www.ietf.org/administration/overview/</a>.<br>
                    <br>
                    Could you kindly confirm whether the agreements
                    between the Foundation and the Internet Society are
                    also publicly available? I have been unable to
                    locate them on either website.<br>
                    <br>
                    I would appreciate it if you could provide a list of
                    the agreements to which you refer, including the
                    date of the agreement, the name of the agreement,
                    the signatory parties, and a brief description of
                    each agreement.<br>
                    <br>
                    I look forward to your kind response.<br>
                    <br>
                    Kindest regards,<br>
                    <br>
                    Olivier<br>
                    <br>
                    <o:p></o:p></p>
                  <div>
                    <p class="MsoNormal">On 20/09/2024 19:48, Ilona
                      Levine wrote:<o:p></o:p></p>
                  </div>
                  <blockquote
                    style="margin-top:5.0pt;margin-bottom:5.0pt">
                    <p class="MsoNormal"><span style="font-size:11.0pt">Hi
                        Olivier, thank you for your follow up email.
                         You noted that you are aware of the tax
                        requirements that apply to supporting
                        organizations.  Mainly, those requirements
                        relate to supporting the mission of its
                        supported entities.  In this case, the Internet
                        Society.  </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt">As
                        part of that support, the Foundation provides
                        grants to other organizations that have missions
                        consistent with the Internet Society’s in order
                        to fund programs that further the Internet
                        Society’s purposes. The Foundation also engages
                        in activities that support Internet Society
                        directly. For example, the Foundation engages in
                        fundraising and communication activities for the
                        benefit of the Internet Society.</span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt">As
                        you also pointed out, the Foundation is a
                        separate legal entity.  It is a controlled
                        subsidiary of Internet Society.  All necessary
                        legal documents, including agreements, have been
                        put in place to respect the separate nature of
                        the two organizations.</span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt">I
                        trust this answers your question.</span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt">Best
                        regards,</span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt">Ilona</span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <div>
                      <div>
                        <p class="MsoNormal"><b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white">Ilona
                              Levine,</span></b><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"> SVP,
                            General Counsel and Corporate Secretary</span><o:p></o:p></p>
                        <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C;background:white"><a
                              href="mailto:levine@isoc.org"
                              title="mailto:levine@isoc.org"
                              moz-do-not-send="true"><span
                                style="color:#0563C1">levine@isoc.org</span></a>|
                          </span><span
style="font-size:10.0pt;font-family:"Hind Regular";color:#0C1C2C"><br>
                            <span style="background:white">internetsociety.org
                              | @internetsociety</span></span><o:p></o:p></p>
                        <p class="MsoNormal"
                          style="line-height:13.5pt;background:white"><span
style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:red"><a
                              href="https://bit.ly/3nUsQmJ"
                              target="_blank"
                              title="https://bit.ly/3nUsQmJ"
                              moz-do-not-send="true"><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Donate
                                today.</span></a></span><o:p></o:p></p>
                        <p class="MsoNormal"
                          style="line-height:13.5pt;background:white"><b><span
style="font-size:10.0pt;font-family:"Source Sans Pro",sans-serif;color:red">Help
                              protect the Internet for everyone.</span></b><o:p></o:p></p>
                        <p class="MsoNormal"><span
style="font-family:"Calibri",sans-serif;color:black"> </span><o:p></o:p></p>
                        <p class="MsoNormal"><span
style="font-size:10.0pt;font-family:"Calibri",sans-serif;color:black"></span></p>
                        <div><image001.png></div>
                        <o:p></o:p>
                        <p class="MsoNormal"><span
style="font-size:8.0pt;font-family:"Calibri",sans-serif;color:black">This
                            communication is the property of the
                            Internet Society and may contain
                            confidential or privileged information. 
                            Unauthorized use of this communication is
                            strictly prohibited.  If you have received
                            it in error, please notify the sender by
                            reply e-mail and destroy all copies of the
                            communication and any attachments.</span><o:p></o:p></p>
                      </div>
                    </div>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <p class="MsoNormal"><span style="font-size:11.0pt"> </span><o:p></o:p></p>
                    <div
style="border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in">
                      <p class="MsoNormal"><b><span
style="font-family:"Calibri",sans-serif;color:black">From: </span></b><span
style="font-family:"Calibri",sans-serif;color:black">Olivier
                          MJ Crépin-Leblond <a
                            href="mailto:ocl@gih.com"
                            moz-do-not-send="true"><ocl@gih.com></a><br>
                          <b>Date: </b>Friday, September 20, 2024 at
                          11:38 AM<br>
                          <b>To: </b>Ted IETF <a
                            href="mailto:ted.ietf@gmail.com"
                            moz-do-not-send="true"><ted.ietf@gmail.com></a>,
                          Ilona Levine <a href="mailto:levine@isoc.org"
                            moz-do-not-send="true"><levine@isoc.org></a><br>
                          <b>Cc: </b>Chapter Delegates <a
href="mailto:Chapter-delegates@elists.isoc.org" moz-do-not-send="true"><Chapter-delegates@elists.isoc.org></a>,
                          Sally Wentworth <a
                            href="mailto:wentworth@isoc.org"
                            moz-do-not-send="true"><wentworth@isoc.org></a><br>
                          <b>Subject: </b>Re: Follow-up on Chapters
                          Advisory Council Meeting of 17 September 2024</span><o:p></o:p></p>
                    </div>
                    <div>
                      <p class="MsoNormal"> <o:p></o:p></p>
                    </div>
                    <p class="MsoNormal" style="margin-bottom:12.0pt">Dear
                      Ted,<br>
                      <br>
                      thank you for your follow-up on this matter. I am
                      aware of the special tax terms in relation to
                      "supporting organisations". <br>
                      <br>
                      That being said, the Internet Society Foundation
                      is a distinct and separate legal entity to the
                      Internet Society, irrespective of the relationship
                      between them. As a result, any outsourcing task
                      undertaken by one, for the other entity, would be
                      defined in a contract, whether written, verbal or
                      otherwise. If not, there is a lack of clarity and
                      expectations about the relationship, which brings
                      potential liability and risk that both entities
                      are subjected to, in relation to the other's
                      actions. Any lawyer would tell you that it is
                      highly advisable to have a written contract, if
                      only for legal protection.<br>
                      <br>
                      Thanks for letting me know that you are
                      travelling. I am copying President and CEO Sally
                      Wentworth in case you're unavailable for a length
                      of time.<br>
                      <br>
                      Kindest regards,<br>
                      <br>
                      Olivier<o:p></o:p></p>
                    <div>
                      <p class="MsoNormal">On 20/09/2024 13:12, Ted
                        Hardie wrote:<o:p></o:p></p>
                    </div>
                    <blockquote
                      style="margin-top:5.0pt;margin-bottom:5.0pt">
                      <div>
                        <div>
                          <div>
                            <p class="MsoNormal">Hi Olivier,<o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal">A supporting
                              organization is a term of art in US tax
                              law, please see:<o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types"
                                moz-do-not-send="true"
                                class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/charitable-organizations/supporting-organizations-requirements-and-types</a><o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal">and<o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"><a
href="https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations"
                                moz-do-not-send="true"
                                class="moz-txt-link-freetext">https://www.irs.gov/charities-non-profits/section-509a3-supporting-organizations</a><o:p></o:p></p>
                          </div>
                          <div>
                            <p class="MsoNormal"> <o:p></o:p></p>
                          </div>
                          <div>
                            <div>
                              <p class="MsoNormal">Explaining how the
                                two relate is complicated enough that
                                there are legal briefs on it; I have
                                cc'ed the Society's chief counsel in
                                case you would like that level of
                                detail.  The summary, however, is that a
                                supporting organization is a charity
                                because it supports the charitable
                                purpose of the main organization.  As a
                                result, it can provide services to the
                                main organization under the special tax
                                rules noted above. <o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal">Note that I am
                                traveling and will generally be slow to
                                respond for a few days, but hopefully
                                the links above will get you started and
                                Ilona can provide more detailed legal
                                information as needed.<o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal">regards,<o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal">Ted Hardie<o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                            <div>
                              <p class="MsoNormal"> <o:p></o:p></p>
                            </div>
                          </div>
                        </div>
                        <div>
                          <div>
                            <p class="MsoNormal">On Fri, Sep 20, 2024 at
                              6:24<span
style="font-family:"Arial",sans-serif"> </span>AM Olivier MJ
                              Crépin-Leblond <<a
                                href="mailto:ocl@gih.com"
                                moz-do-not-send="true"
                                class="moz-txt-link-freetext">ocl@gih.com</a>>
                              wrote:<o:p></o:p></p>
                          </div>
                          <blockquote
style="border:none;border-left:solid #CCCCCC 1.0pt;padding:0in 0in 0in 6.0pt;margin-left:4.8pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt">
                            <div>
                              <p class="MsoNormal">Dear Ted, <o:p></o:p></p>
                              <div>
                                <p class="MsoNormal"
                                  style="margin-bottom:12.0pt"><br>
                                  During this week’s Chapters Advisory
                                  Council call, you mentioned that the
                                  Internet Society Foundation, as a
                                  "supporting organisation" of the
                                  Internet Society, is managing the
                                  communications department for the
                                  Internet Society. <br>
                                  <br>
                                  Upon seeking clarification, you
                                  explained that the Internet Society
                                  Foundation comprises two elements: one
                                  philanthropic (grant-making) and the
                                  other as a "supporting organisation"
                                  of the Internet Society. "This implies
                                  that many of the supporting functions
                                  for the Internet Society as a whole
                                  are now part of the Foundation,
                                  primarily because the Foundation can
                                  provide these services to the Internet
                                  Society at no cost".<br>
                                  <br>
                                  You further elaborated that this
                                  "arrangement" allows the Internet
                                  Society to allocate its budget more
                                  effectively.<br>
                                  <br>
                                  I was previously unaware of this
                                  change. Although the Internet Society
                                  Foundation may have been designated by
                                  the Internet Society as a "supporting
                                  organisation" of the Internet Society,
                                  it remains a distinct and separate
                                  legal entity. Therefore, I assume that
                                  any "outsourcing" of responsibilities
                                  such as Marketing and/or
                                  Communications would be defined in a
                                  written "contract for services"
                                  between the Parties setting out
                                  (inter-alia) the terms, rights, and
                                  obligations of each Party. Could you
                                  please provide the terms for such an
                                  agreement and any limitations therein?<br>
                                  <br>
                                  My principal concern lies in
                                  distinguishing between executing the
                                  Communications Plan and drafting the
                                  Communications Plan. These are
                                  fundamentally different tasks and
                                  would undoubtedly be included in the
                                  "contract for services". <br>
                                  <br>
                                  The "contract for services" (together
                                  with any relevant supporting
                                  information) will be helpful input for
                                  both the Chapters Advisory Council and
                                  also for Chris Locke and his Team
                                  (including for the current "branding"
                                  presentations) in preparation for the
                                  promised session from Chris Locke to
                                  the Chapters Advisory Council. <br>
                                  <br>
                                  I look forward to your response and to
                                  receiving a copy of the "contract for
                                  services" agreement, together with any
                                  relevant supporting information as
                                  requested above.<br>
                                  <br>
                                  Kindest regards,<br>
                                  <br>
                                  Olivier</p>
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            <span>_______________________________________________</span></div>
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