<html><head></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space; color: rgb(0, 0, 0); font-size: 14px; font-family: Calibri, sans-serif;"><div><div><div>Hi Kathy and everyone,</div><div><br></div><div>For clarity and in accordance with the usual practice, both options &#8211; the previous and the new language &#8211; have been square bracketed, to indicate that they are currently options under discussion by the WG (this is also why square brackets around prior bracketed language that did not or that no longer indicate more than one option were removed). The options in III.C(2) &amp; (3) garnered some support as well as opposition, which is why both options were included; in contrast, other suggestions for language elsewhere that did not gain any &#8220;traction&#8221; within the WG were not added (again, as per usual practice). As Steve noted, these options remain open for discussion and are specifically highlighted as being on the agenda for the call today.</div><div><br></div><div>Cheers</div><div>Mary &nbsp;</div><div><div><br></div><div><div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri">Mary Wong</font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri">Senior Policy Director</font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri">Internet Corporation for Assigned Names &amp; Numbers (ICANN)</font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri">Telephone: +1 603 574 4892</font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri">Email: mary.wong@icann.org</font></font></div><div><br></div></div></div><br></div></div></div><div><br></div><span id="OLK_SRC_BODY_SECTION"><div style="font-family:Calibri; font-size:11pt; text-align:left; color:black; BORDER-BOTTOM: medium none; BORDER-LEFT: medium none; PADDING-BOTTOM: 0in; PADDING-LEFT: 0in; PADDING-RIGHT: 0in; BORDER-TOP: #b5c4df 1pt solid; BORDER-RIGHT: medium none; PADDING-TOP: 3pt"><span style="font-weight:bold">From: </span> Kathy Kleiman &lt;<a href="mailto:kathy@kathykleiman.com">kathy@kathykleiman.com</a>&gt;<br><span style="font-weight:bold">Date: </span> Tuesday, April 21, 2015 at 09:10<br><span style="font-weight:bold">To: </span> "Metalitz, Steven" &lt;<a href="mailto:met@msk.com">met@msk.com</a>&gt;, "<a href="mailto:gnso-ppsai-pdp-wg@icann.org">gnso-ppsai-pdp-wg@icann.org</a>" &lt;<a href="mailto:gnso-ppsai-pdp-wg@icann.org">gnso-ppsai-pdp-wg@icann.org</a>&gt;, Graeme Bunton &lt;<a href="mailto:gbunton@tucows.com">gbunton@tucows.com</a>&gt;<br><span style="font-weight:bold">Subject: </span> Re: [Gnso-ppsai-pdp-wg] Agenda, documents and suggestions for WG call on Tuesday 21 April 2015<br></div><div><br></div><blockquote id="MAC_OUTLOOK_ATTRIBUTION_BLOCKQUOTE" style="BORDER-LEFT: #b5c4df 5 solid; PADDING:0 0 0 5; MARGIN:0 0 0 5;"><div><meta http-equiv="Content-Type" content="text/html; charset=utf-8"><div bgcolor="#FFFFFF" text="#000000"><div class="moz-cite-prefix">Steve, <br>
I agree and thanks. But the longstanding language that we have been working on for weeks is now bracketed and optional -- it would be good to unbracket it and make clear what is the original language (below) and what is the new language.
<br>
Tx! Kathy<br><br>
Original, longstanding language of III.C... <br><br><h2 style="margin-left:1.0in;text-indent:-.5in;mso-list:l1 level2
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</span></span></span></b><!--[endif]-->Disclosure can be reasonably refused, for reasons consistent with the general policy stated herein, including, but not limited to any of the following:<o:p></o:p></h2><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1 level3
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            &quot;Times New Roman&quot;;color:#010000"><span style="mso-list:Ignore">(1)<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span></span></span></b><!--[endif]-->the Service Provider has already published Customer contact details in Whois as the result of termination of privacy and proxy service;
<o:p></o:p></h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1 level3
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</span></span></span></b><!--[endif]-->the Customer has objected to the disclosure and has provided [adequate] reasons against disclosure, including without limitation a reasonable defense for its use of the trademark or copyrighted content in question;<o:p></o:p></h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1 level3
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</span></span></span></b><!--[endif]-->the Provider has found [adequate] reasons against disclosure,
<o:p></o:p></h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1 level3
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</span></span></span></b><!--[endif]-->the Customer has surrendered its domain name registration in lieu of disclosure, if the Service Provider offers its Customers this option.
<o:p></o:p></h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1 level3
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</span></span></span></b><!--[endif]--><span style="color:#18376A">that the Customer has provided, or the Provider has found, specific
<s>evidence demonstrating that the Requestor&#8217;s trademark or copyright request is a pretext for obtaining the Customer&#8217;s contact details for the purpose of contravening the Customer&#8217;s human rights</s></span><span style="color:#FB0007"> [facts and circumstances]
 [information, facts and/or circumstances] showing </span><span style="color:#18376A">that the Requestor&#8217;s trademark or copyright complaint is a pretextual means of obtaining the Customer&#8217;s contact details [</span><span style="color:#FB0007">solely] [mainly]
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<![endif]-->:<br></div><blockquote cite="mid:E5B4A2ED43DFAE4F9E710FA54FEF8F6229BC2260@LAEX02.MSK.local" type="cite"><meta name="generator" content="HTML Tidy for Windows (vers 25
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I believe c 2 and 3 are already on today's agenda for discussion.<br><br>
Steve<br><br><br><br>
Sent with Good (<a class="moz-txt-link-abbreviated" href="http://www.good.com">www.good.com</a>)<br><br><br>
-----Original Message-----<br><b>From:&nbsp;</b>Kathy Kleiman [<a moz-do-not-send="true" href="mailto:kathy@kathykleiman.com">kathy@kathykleiman.com</a>]<br><b>Sent:&nbsp;</b>Tuesday, April 21, 2015 05:59 AM Pacific Standard Time<br><b>To:&nbsp;</b><a class="moz-txt-link-abbreviated" href="mailto:gnso-ppsai-pdp-wg@icann.org">gnso-ppsai-pdp-wg@icann.org</a>; Metalitz, Steven; Graeme Bunton<br><b>Subject:&nbsp;</b>Re: [Gnso-ppsai-pdp-wg] Agenda, documents and suggestions for WG call on Tuesday 21 April 2015<br><br><div class="moz-cite-prefix">Dear All,<br>
Some new language was introduced after the meeting last week.&nbsp; Despite objections from me, James Gannon and James Bladel, and a promise from Steve that it would be discussed this week for consideration, it has been included -- and longstanding language that
 we have agreed to for weeks (months?) has become bracketed and "optional." I don't think that is the right way to handle this process so late in the day. I strongly request that we return to the original language (included below from Mary's 4/13 circulated
 just before the last meeting) and if people want to change III.C.2 and 3 (completely rewrite, really), they should argue why.<br><br>
&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp; From Mary's Reveal text circulated 4/13 just before our last meeting (with note that my objection is solely to the sudden complete change of III.C.2 and 3 (and not to the evolving dialogue and wording of III.C.5):<br><br><h2 style="margin-left:1.0in;text-indent:-.5in;mso-list:l1
          level2 lfo2; tab-stops:list 1.0in"><!--[if !supportLists]--><b><span style="mso-fareast-font-family: &quot;Times New
              Roman&quot;;color:#010000"><span style="mso-list:Ignore">[III] C.<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></span></b><!--[endif]--> Disclosure
 can be reasonably refused, for reasons consistent with the general policy stated herein, including, but not limited to any of the following:</h2><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1
          level3 lfo2; tab-stops:list 1.5in"><!--[if !supportLists]--><b><span style="mso-fareast-font-family: &quot;Times New
              Roman&quot;;color:#010000"><span style="mso-list:Ignore">(1)<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></span></b><!--[endif]--> the Service Provider
 has already published Customer contact details in Whois as the result of termination of privacy and proxy service;</h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1
          level3 lfo2; tab-stops:list 1.5in"><!--[if !supportLists]--><b><span style="mso-fareast-font-family: &quot;Times New
              Roman&quot;;color:#010000"><span style="mso-list:Ignore">(2)<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></span></b><!--[endif]--> the Customer
 has objected to the disclosure and has provided [adequate] reasons against disclosure, including without limitation a reasonable defense for its use of the trademark or copyrighted content in question;</h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1
          level3 lfo2; tab-stops:list 1.5in"><!--[if !supportLists]--><b><span style="mso-fareast-font-family: &quot;Times New
              Roman&quot;;color:#010000"><span style="mso-list:Ignore">(3)<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></span></b><!--[endif]--> the Provider
 has found [adequate] reasons against disclosure,</h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1
          level3 lfo2; tab-stops:list 1.5in"><!--[if !supportLists]--><b><span style="mso-fareast-font-family: &quot;Times New
              Roman&quot;;color:#010000"><span style="mso-list:Ignore">(4)<span style="font-style: normal; font-variant: normal; font-weight: normal; font-size: 7pt; line-height: normal; font-family: 'Times New Roman';">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</span></span></span></b><!--[endif]--> the Customer
 has surrendered its domain name registration in lieu of disclosure, if the Service Provider offers its Customers this option.</h3><h3 style="margin-left:1.5in;text-indent:-.5in;mso-list:l1
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<s>evidence demonstrating that the Requestor&#8217;s trademark or copyright request is a pretext for obtaining the Customer&#8217;s contact details for the purpose of contravening the Customer&#8217;s human rights</s></span><span style="color:#FB0007">[facts and circumstances] [information, facts and/or circumstances] showing</span><span style="color:#18376A">that the Requestor&#8217;s trademark or copyright complaint is a pretextual means of obtaining the Customer&#8217;s contact details [</span><span style="color:#FB0007">solely] [mainly]</span><span style="color:#18376A">for the purpose of contravening the Customer&#8217;s [human rights</span><span style="color:#FB0007">(e.g., freedom of expression)] [privacy rights].</span></h3><!--[if gte mso 9]><xml>
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<![endif]-->Best,<br>
Kathy<br><br>
:<br></div><blockquote cite="mid:D15AB610.13845%25mary.wong@icann.org" type="cite"><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;">
Dear WG members,</div><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;"><br></div><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;">
The proposed agenda for our next meeting on Tuesday 21 April is as follows; please also note the additional information/suggestions that follow.</div><ol style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;"><li>Roll call/updates to SOI </li><li>Finalize text yet to be agreed upon in draft Disclosure Framework intended for public comment &#8211; Section III.C(2) &amp; (3) (see attached)
</li><li>Discuss remaining questions outstanding from draft Initial Report &#8211; see below
</li><li>Next steps/next meeting &#8211; including circulation of final draft Initial Report, submission of additional statements (if any) and publication date for public comment
</li></ol><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;">
The attached draft Disclosure Framework is essentially that which was circulated as the proposed final draft on 16 April, with two changes: (1) the updated and agreed language on providing evidence of authorization (as noted by Kiran as not having made it to
 the 16 April document); and (2) for clarity, the retention of &#8220;square brackets&#8221; only with reference to language that still reflects two or more options (since the entire document will be open for public comment in any case).&nbsp;</div><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif; font-size: 14px;"><br></div><div style="font-family: Calibri, sans-serif; font-size: 14px;">For agenda item #3, our vice-chairs have reviewed the open questions from the last-circulated version of the draft Initial Report (dated 29 January 2015), also attached. In order to facilitate
 a constructive discussion at the meeting, Graeme and Steve would like to offer the suggested answers below for discussion/agreement/other comments. Graeme and Steve&#8217;s suggestions are highlighted in
<b><font color="#0000FF">blue</font></b>, with references to the context for these remaining questions (as page numbers from the draft Report) following in bold and underlined. The actual phrasing of each question can be found in
<u><b>Section 1.3.2 of the Executive Summary</b></u> of the draft Report as well.</div><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif;"><br></div><div style="color: rgb(0, 0, 0); font-family: Calibri,
          sans-serif;"><br></div><div><p class="MsoNormal" style="color: rgb(0, 0, 0); font-family:
            'Times New Roman', serif; margin: 0in 0in 0.0001pt;
            line-height: 24px;"><u><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">Open Questions On Contactability and Responsiveness of Accredited P/P Providers</span></u><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">:</span></p><ul style="margin-bottom: 0in; margin-top: 0in;" type="disc"><li class="MsoNormal" style="font-family: 'Times New Roman',
              serif; margin: 0in 0in 0.0001pt; line-height: 24px;"><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">The standard for maintaining a P/P provider&#8217;s designated point of contact: -
<b><font color="#0000FF">the person or team must be &#8220;capable and authorized&#8221;</font></b> (per the Transfer Emergency Action Contact (TEAC) under the&nbsp;<a style="color: purple;" href="https://www.icann.org/resources/pages/policy-2012-03-07-en" moz-do-not-send="true">IRTP</a>)
 (see <u><b>pages 50-51</b></u> of the draft Initial Report)</span> </li><li class="MsoNormal" style="margin: 0in 0in 0.0001pt;"><span style="color: rgb(0, 0, 0); font-family: Calibri;
                line-height: 22px;" lang="EN-GB">The level of responsiveness required of a P/P provider once an abuse report is made to the designated
 point of contact &#8211;</span> <b><span style="color: rgb(0, 0, 255); font-family:
                  Calibri; line-height: 22px;" lang="EN-GB">while the requirement under Section 3.18.1 of the&nbsp;<a href="https://www.icann.org/resources/pages/approved-with-specs-2013-09-17-en" moz-do-not-send="true">2013
 RAA</a>&nbsp; (</span><span style="line-height: 22px;"><font color="#0000FF">&#8220;taking reasonable and prompt steps to investigate and respond&#8221;) had been suggested previously, this is no longer needed as it has been superseded by the WG&#8217;s specific recommendations
 on Relay and Disclosure</font>&nbsp;(<u>pages 51-52</u>)&nbsp;</span></b> </li><li class="MsoNormal" style="font-family: 'Times New Roman',
              serif; margin: 0in 0in 0.0001pt; line-height: 24px;"><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">To ensure provider contactability &nbsp;&#8211;
<b><font color="#0000FF">P/P providers should be required to publish contact information on their website, modelled after Section 2.3 of the interim&nbsp;<a href="https://www.icann.org/resources/pages/approved-with-specs-2013-09-17-en#privacy-proxy" moz-do-not-send="true">Specification
 on Privacy and Proxy Registrations</a>&nbsp;in the 2013 RAA</font> (<u>pages 51-52</u>)</b></span></li></ul><p class="MsoNormal" style="color: rgb(0, 0, 0); font-family:
            'Times New Roman', serif; margin: 0in 0in 0.0001pt;
            line-height: 24px;"><u><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">&nbsp;</span></u></p><p class="MsoNormal" style="color: rgb(0, 0, 0); font-family:
            'Times New Roman', serif; margin: 0in 0in 0.0001pt;
            line-height: 24px;"><u><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">On Escalation of Relay Requests</span></u><span style="line-height: 22px; font-family: Calibri;" lang="EN-GB">:</span></p><ul style="margin-bottom: 0in;"><li><span lang="EN-GB"><span style="line-height: 22px;">On minimum mandatory requirements for escalation of relay requests in the event of persistent delivery failure of electronic communications&nbsp;</span><span style="line-height: 22px;">&#8211;</span><span style="line-height: 22px;">&nbsp;retain
 current language in draft Initial Report (including bracketed options) for public comment.</span></span></li></ul><blockquote style="margin:0 0 0 40px; border:none;
            padding:0px;"><div><span style="line-height: 22px;">The current draft language reads as follows:</span></div><blockquote style="margin:0 0 0 40px; border:none;
              padding:0px;"><div><span style="line-height: 22px;"><i>"While the WG reached preliminary agreement on a provider&#8217;s obligation to act in the event it becomes aware of a persistent delivery failure, the WG has yet to agree on obligatory next steps for a provider regarding
 escalation by a requestor. The following is the current language under consideration by the WG, with the options included in square brackets:</i></span></div></blockquote></blockquote><blockquote style="margin:0 0 0 40px; border:none;
            padding:0px;"><p class="MsoNormal" style="margin: 0in 0in 0.0001pt 0.5in;"><i><span lang="EN-GB"><span style="line-height: 22px;">&#8220;As part of an escalation process, and when the above-mentioned requirements concerning a persistent delivery failure of an electronic communication
 have been met, the provider [should] [must] upon request forward a further form of notice to its customer. A provider should have the discretion to select the most appropriate means of forwarding such a request&nbsp; [and to charge a reasonable fee on a cost-recovery
 basis]. [Any such reasonable fee is to be borne by the customer and not the requestor]. A provider shall have the right to impose reasonable limits on the number of such requests made by the same requestor.&#8221;&#8221;&nbsp;</span></span></i><b style="line-height: 22px;">(<u>pages
 53-54</u>)</b></p></blockquote></div><div><br></div><div>Finally, there was also a general question concerning the adequacy of the WG&#8217;s recommendations as to what a P/P provider must include and publish in its Terms of Service, especially in regard to when a customer&#8217;s contact details will be Published due to
 the customer&#8217;s breach of one or more of the Terms of Service. While this is not a Charter-based question, WG members are encouraged &#8211; when they come to review the final draft Initial Report &#8211; to consider this question and provide additional feedback if necessary.</div><div><br></div><div>Thanks and cheers</div><div>Mary</div><div><br></div><div><div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri"><span class="Apple-style-span" style="font-size: 14px;">Mary Wong</span></font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri"><span class="Apple-style-span" style="font-size: 14px;">Senior Policy Director</span></font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri"><span class="Apple-style-span" style="font-size: 14px;">Internet Corporation for Assigned Names &amp; Numbers (ICANN)</span></font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri"><span class="Apple-style-span" style="font-size: 14px;">Telephone: +1 603 574 4892</span></font></font></div><div><font class="Apple-style-span" color="#000000"><font class="Apple-style-span" face="Calibri"><span class="Apple-style-span" style="font-size: 14px;">Email:
<a moz-do-not-send="true" class="moz-txt-link-abbreviated" href="mailto:mary.wong@icann.org">
mary.wong@icann.org</a></span></font></font></div><div><br></div></div></div><br><fieldset class="mimeAttachmentHeader"></fieldset> <br><pre wrap="">_______________________________________________
Gnso-ppsai-pdp-wg mailing list
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