Discussion Period: Ballot FORUM-036: Adopt Invited Experts Policy
Ben Wilson
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy
This ballot is
to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled
after the W3C's approach. These documents will enable the Forum to receive input from
individuals with unique expertise or academic background who are not affiliated
with member organizations, while ensuring transparency, consistency, and
compliance with the Forum's IPR Policy. The proposed policy ensures appropriate vetting,
limits conflicts of interest, and provides a structured, IPR-safe mechanism for
receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris Clements
(Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: TBD
- End time: TBD
Ben Wilson
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC
Ben Wilson
Ryan Dickson
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Marco Schambach
IdenTrust votes "YES" on Ballot Forum-036 - Adopt Invited Experts Policy
Marco S.
TrustID Program Manager
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Doug Beattie
GlobalSign votes "YES" on Ballot Forum-036 - Adopt Invited Experts Policy.
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 1:04 PM
To: pub...@groups.cabforum.org
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Martin, Jeffrey [DEP]
Sent: Thursday, July 3, 2025 7:55:54 AM
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8Subject: [EXTERNAL] RE: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
GlobalSign votes "YES" on Ballot Forum-036 - Adopt Invited Experts Policy.
From: 'Ben Wilson' via Public (CA/B Forum) <publicq @groups.cabforum.org>
Sent: Wednesday, July 2, 2025 1:04 PM
To: pub...@groups.cabforum.org
Subject: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
11°
Purpose of the Ballot FORUM-036: Adopt. ..
. .nvited Experts Policy
This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents will enable the Forum to receive input from
individuals with unuaique expertise or academic background w😛🤩🤩ho are not affiliated with member
×4QQ1aqorganizations, while ensuring transparency, consistency, and compliance with the Forum'11s IPR Policy. The proposed policy ensures appropriate vetting, limits conflicts
of interest, and provides a structured, IPR-safe mechanism for receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) aQnd is endorsed by Chris Clements (Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC
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Tobias S. Josefowitz
On Wed, 25 Jun 2025, 'Ben Wilson' via Public (CA/B Forum) wrote:
> *--- Motion Begins ---*
> The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited
> Experts Agreement, as set forth in the following GitHub comparison:
>
> https://github.com/cabforum/forum/compare/2b583cab2959483caa8e4c5254ff9570a105537b...3418ef17d8a498cf622a69a985ea81ea7fbdb9d1
>
The Invited Experts Agreement states: Invited Expert agrees to indemnify
and hold CAB Forum harmless from any dispute which may arise from a breach
of terms of this Agreement.
It also states: In consideration of the mutual promises herein, the
signing Invited Expert agrees on their behalf and on behalf of any
Employer(s) to abide by the terms of the CA/Browser Forum Invited Experts
Policy (the "Invited Experts Policy"), incorporated herein by reference.
As a to-be-invited expert, I would think a lot more than twice before
agreeing to indemnify and hold the CAB Forum harmless - personally - from
anything my employer ends up doing, possibly long after I no longer work
there. IPR Section 8.4 particularly stands out as an obligation of the
would-be employer of the would-be Invited Expert, on which the Invited
Expert may have absolutely no influence and yet incurs significant
liability.
Has this possibly come up in the SC, and is there a reason my concern is
not applicable?
Tobi
Ben Wilson
Hi Tobi,
Thanks for your comments.
Just to clarify, the indemnification language is actually quite narrow: “Invited Expert agrees to indemnify and hold CAB Forum harmless from any dispute which may arise from a breach of terms of this Agreement.” That means the obligation is triggered only by a breach of the agreement itself — and only by the individual Invited Expert signing the Agreement. So that person signing is in control of the risks of triggering the indemnification provision. The intent is to serve as a clear boundary, putting the onus on the Invited Expert not to breach the terms of the Agreement. Also, as additional context, the Agreement was drafted with the primary goal being the protection of the Forum and its members from potential legal risks, especially around litigation and other disputes and complications stemming from some third party's actions or assertions of IPR.
The language was reviewed and discussed by the IPR Subcommittee several times, especially by the legal representatives of various Forum members, and the proposed version reflects the consensus of that group. We circulated or discussed earlier drafts -- and provided opportunity for input during the discussion period and prior. Now that we're in the voting period, we generally avoid withdrawing a ballot or revising the text at this late stage--there was ample opportunity during the drafting and discussion phases to propose changes to the language.
That said, we note your concerns. If these concerns become a material issue with invited experts in the future, then the IPR Subcommittee will revisit and discuss the language you are concerned about. However, at this point, it’s important that we proceed with the current language and finalize the agreement and policy.
Thanks again,
Ben
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Tobias S. Josefowitz
On Thu, 3 Jul 2025, 'Ben Wilson' via Public (CA/B Forum) wrote:
> Just to clarify, the indemnification language is actually quite
> obligation is triggered only by a breach of the agreement itself ? and only
> signing is in control of the risks of triggering the indemnification
> provision. The intent is to serve as a clear boundary, putting the onus on
> the Invited Expert not to breach the terms of the Agreement. Also, as
> additional context, the Agreement was drafted with the primary goal being
> the protection of the Forum and its members from potential legal risks,
> especially around litigation and other disputes and complications stemming
> from some third party's actions or assertions of IPR.
>
> That said, we note your concerns. If these concerns become a material issue
> with invited experts in the future, then the IPR Subcommittee will revisit
> and discuss the language you are concerned about. However, at this point,
> agreement and policy.
Thank you!
I was unfortunately not able to review this during the Discussion Period
due to medical issues and other conflicts, and I do not object to the
language. I was just seeking clarification. Your statement of intent
assuages my concern when it comes to intent; I believe the language itself
could be more clear on this distinction, but at this point I am not
suggesting that the Ballot should be withdrawn or the Policy edited
before coming into effect.
Tobi
Clint Wilson
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Tim Hollebeek
DigiCert votes YES on FORUM-036.
-Tim
Scott Rea
eMudhra votes Yes on Ballot FORUM-036
From:
'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Date: Wednesday, 2 July 2025 at 11:04 AM
To: pub...@groups.cabforum.org <pub...@groups.cabforum.org>
Subject: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
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Rollin.Yu
Rollin Yu
qi_ji...@itrus.com.cn
Backman, Antti
Lähetetty: keskiviikkona, heinäkuuta 2, 2025 8:04 ip.
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Aihe: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
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Alvin Wang
Alvin.Wang
大野 文彰
SECOM Trust Systems votes YES on Ballot FORUM-036.
Best regards,
ONO Fumiaki / 大野 文彰
SECOM Trust Systems CO., LTD.
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Matsuo Yoshihiko
Yoshihiko Matsuo(JPRS)
On Wed, 2 Jul 2025 11:03:40 -0600
"'Ben Wilson' via Public (CA/B Forum)" <pub...@groups.cabforum.org> wrote:
> *Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy*
> This ballot is to establish a formal Invited Experts Policy and
> corresponding Agreement, drafted by the Forum’s IPR Subcommittee and
> modeled after the W3C's approach. These documents will enable the Forum to
> receive input from individuals with unique expertise or academic background
> who are not affiliated with member organizations, while ensuring
> transparency, consistency, and compliance with the Forum's IPR Policy. The
> proposed policy ensures appropriate vetting, limits conflicts of interest,
> and provides a structured, IPR-safe mechanism for receiving expert
> contributions on technical matters.
>
> The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris
> Clements (Google Chrome) and Clint Wilson (Apple).
>
>
> The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited
> Experts Agreement, as set forth in the following GitHub comparison:
>
> https://github.com/cabforum/forum/compare/2b583cab2959483caa8e4c5254ff9570a105537b...3418ef17d8a498cf622a69a985ea81ea7fbdb9d1
>
>
> The procedure for approval of this ballot is as follows:
>
>
>
> Discussion (7+ days):
>
> - Start time: 2025-06-25 17:00 UTC
>
> - End time: 2025-07-02 17:00 UTC or later
>
>
>
> Vote for approval (7 days):
>
> - Start time: 2025-07-02 17:00 UTC
>
> - End time: 2025-07-09 17:00 UTC
>
Pedro FUENTES
*Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy*
This ballot is to establish a formal Invited Experts Policy and
corresponding Agreement, drafted by the Forum’s IPR Subcommittee and
modeled after the W3C's approach. These documents will enable the Forum to
receive input from individuals with unique expertise or academic background
who are not affiliated with member organizations, while ensuring
transparency, consistency, and compliance with the Forum's IPR Policy. The
proposed policy ensures appropriate vetting, limits conflicts of interest,
and provides a structured, IPR-safe mechanism for receiving expert
contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris
Clements (Google Chrome) and Clint Wilson (Apple).
*--- Motion Begins ---*
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited
Experts Agreement, as set forth in the following GitHub comparison:
*--- Motion Ends* ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC
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WISeKey SA
CSO - Trust Services Manager
Office: + 41 (0) 22 594 30 00
Mobile: + 41 (0) 791 274 790
Kateryna Aleksieieva
Certum votes YES on Ballot FORUM-036
Kind regards,
Kateryna Aleksieieva
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 7:04 PM
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Peter Miškovič
Disig votes „YES“ on Ballot FORUM-036: Adopt Invited Experts Policy.
Regards
Peter Miskovic
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: streda 2. júla 2025 19:04
To: pub...@groups.cabforum.org
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Bruce Morton
Entrust votes Yes to ballot FORUM-036.
Bruce.
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 1:04 PM
To: pub...@groups.cabforum.org
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Ponds-White, Trev
Amazon Trust Services votes Yes
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 10:04
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Subject: [EXTERNAL] [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
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sde...@godaddy.com
GoDaddy votes Yes on Ballot FORUM-036.
Cheers,
Steven Deitte
From:
'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Date: Wednesday, July 2, 2025 at 12:04 PM
To: pub...@groups.cabforum.org <pub...@groups.cabforum.org>
Subject: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents
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성지은 Jieun Seong
MOIS votes "YES" on Ballot Forum-036 - Adopt Invited Experts Policy
Jieun Seong
Researcher
KLID
Date: 2025/06/26 01:40:15
From: "'Ben Wilson' via Public (CA/B Forum)"
To: pub...@groups.cabforum.org
Subject: [public] Discussion Period: Ballot FORUM-036: Adopt Invited Experts Policy
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy
This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents will enable the Forum to receive input from individuals with unique expertise or academic background who are not affiliated with member organizations, while ensuring transparency, consistency, and compliance with the Forum's IPR Policy. The proposed policy ensures appropriate vetting, limits conflicts of interest, and provides a structured, IPR-safe mechanism for receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris Clements (Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: TBD
- End time: TBD
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Dimitris Zacharopoulos (HARICA)
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy
This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents will enable the Forum to receive input from individuals with unique expertise or academic background who are not affiliated with member organizations, while ensuring transparency, consistency, and compliance with the Forum's IPR Policy. The proposed policy ensures appropriate vetting, limits conflicts of interest, and provides a structured, IPR-safe mechanism for receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris Clements (Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC
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Tom Zermeno
SSL.com votes “Yes” on FORUM-036.
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 12:04 PM
To: pub...@groups.cabforum.org
Janet Hines
VikingCloud votes YES on FORUM-036.
From:
'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Date: Wednesday, July 2, 2025 at 1:04 PM
To: pub...@groups.cabforum.org <pub...@groups.cabforum.org>
Subject: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
Caution: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe.
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy
This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents will enable
the Forum to receive input from individuals with unique expertise or academic background who are not affiliated with member organizations, while ensuring transparency, consistency, and compliance with the Forum's IPR Policy. The proposed policy ensures appropriate
vetting, limits conflicts of interest, and provides a structured, IPR-safe mechanism for receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris Clements (Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC
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Company Registration Details
VikingCloud is the registered business name of Sysxnet Limited. Sysxnet Limited is registered in Ireland under company registration number 147176 and its registered office is at 1st Floor, Block 71a, The Plaza, Park West Business Park, Dublin 12, Ireland.
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Dean Coclin
The voting period for Forum-036 Adopt Invited Experts Policy has completed. The ballot has: PASSED
Voting Results
Certificate Issuers
21 votes in total:
* 21 voting YES: Amazon, Asseco Data Systems SA (Certum), DigiCert, Disig, eMudhra, Entrust, GlobalSign, GoDaddy, HARICA, IdenTrust, iTrusChina, Japan Registry Services, MOIS (Ministry of Interior and Safety) of the republic of Korea, OISTE Foundation, SECOM Trust Systems, SHECA, SSL.com, SwissSign, Telia Company, TrustAsia, VikingCloud
* 0 voting NO:
* 0 ABSTAIN:
Certificate Consumers
3 votes in total:
* 3 voting YES: Apple, Google, Mozilla
* 0 voting NO:
* 0 ABSTAIN:
Bylaws Requirements
1. Bylaw 2.3(6) requires:
* In order for a ballot to be adopted by the Forum, two‐thirds (2/3) or more of the votes cast by the Voting Members in the Certificate Issuer category must be in favour of the ballot. This requirement was MET.
* at least fifty percent (50%) plus one (1) of the votes cast by the Voting Members in the Certificate Consumer category must be in favour of the ballot. This requirement was MET.
* At least one (1) Voting Member in each category must vote in favour of a ballot for the ballot to be adopted. This requirement was MET.
2. Bylaw 2.3(7) requires:
* A ballot result will be considered valid only when more than half of the number of currently active Voting Members has participated. The number of currently active Voting Members is the average number of Voting Member organizations that have participated in the previous three (3) Forum Meetings and Forum Teleconferences.
* the quorum was 8 for this ballot. This requirement was MET.
Since there is no modification of a guideline, there will be no IPR review.
Dean Coclin
CA/B Forum Chair
From: 'Ben Wilson' via Public (CA/B Forum) <pub...@groups.cabforum.org>
Sent: Wednesday, July 2, 2025 1:04 PM
To: pub...@groups.cabforum.org
Subject: [public] VOTING Period: Ballot FORUM-036: Adopt Invited Experts Policy
Purpose of the Ballot FORUM-036: Adopt Invited Experts Policy
This ballot is to establish a formal Invited Experts Policy and corresponding Agreement, drafted by the Forum’s IPR Subcommittee and modeled after the W3C's approach. These documents will enable the Forum to receive input from individuals with unique expertise or academic background who are not affiliated with member organizations, while ensuring transparency, consistency, and compliance with the Forum's IPR Policy. The proposed policy ensures appropriate vetting, limits conflicts of interest, and provides a structured, IPR-safe mechanism for receiving expert contributions on technical matters.
The ballot is proposed by Ben Wilson (Mozilla) and is endorsed by Chris Clements (Google Chrome) and Clint Wilson (Apple).
--- Motion Begins ---
The CA/Browser Forum hereby adopts an Invited Experts Policy and an Invited Experts Agreement, as set forth in the following GitHub comparison:
--- Motion Ends ---
The procedure for approval of this ballot is as follows:
Discussion (7+ days):
- Start time: 2025-06-25 17:00 UTC
- End time: 2025-07-02 17:00 UTC or later
Vote for approval (7 days):
- Start time: 2025-07-02 17:00 UTC
- End time: 2025-07-09 17:00 UTC