Office
Handbook
EXECUTIVE
OFFICE, STAFFING, FACILITIES AND SERVICES
The
following descriptions of principals in the Institute are based on required
functions, experience, professional training and scope of duties, as well
as content development and risk. Principal
Positions EXECUTIVE
OFFICE 1.
Founding Directors-Benefactors/Joint Ventures
Function: Executive Directors, capital agent, design, science and
technology planning, Institute direction and scope, bylaws,
codes, policies, ethics; Investigative and Expeditionary leaders
of the Institute.
Directors: The term of the executive office is established
by the
same, and such may appoint, replace, manage, require, receive,
take, bequest, acquire, own, hold, improve, use, make contracts,
borrow, invest or otherwise deal in and with real or personal
property, or any interest therein, wherever situated. Sell,
convey, mortgage, pledge, exchange, transfer, and otherwise
dispose of all or any part of IDAD property and assets. Employ
and discharge, add or delete committees, establish additional
offices and titles at any time desired or required. May assume
any function incidental to the continuation of the Institute
and its goals.
2. Managing Directors-Project Managers
Function: Institute Manager Secretaries, office administrators;
supervise, manage all secretarial, clerical, accounting and mail
sorting, receive visitors, answer inquiries, make appointments,
maintain records, ledgers, reports and library resources,
word/data/GIS/CAD processing and production, estimator,
specifier and bid reviews.
The
following descriptions of staff positions in the Institute are based on
required functions, experience, professional training and scope of duties.
1. Office Engineer- initiates
technical coordination of a project during the
development of systems and projects under direction of
Directors.
Experience: all phases of industrial/construction and
electrical/mechanical instrumentation.
Knowledge: thorough knowledge of tools and computer
technologies. Ability to coordinate work of trades and read
drawings and specifications, as well as perform routine
calculations.
2.
Webmaster- knowledge of
software required and web development
resources; researches, evaluates and recommends methods of
solution; confers with manufacturers and secures information.
CONFIDENTIALITY
All
Employees of the Institute are to respect the confidences placed in this
organization by its members, grantmakers and clients. The level of relationship
between each party and IDAD demands disclosure of all information, at
the discretion of the Institute.
PERSONNEL
RECORDS
Independent
Staff are contractors, which are positions that engage their own assistants,
set their own hours, are free to work with/for others, are paid by the
specific job, offer their services to the public at-large, furnish their
own material needs and equipment, establish their own order of work for
IDAD or elsewhere. Personnel positions are in an ongoing relationship
with IDAD and follow instructions as an integrated part of overall operations.
Each potential position is required to complete an Application for Service
on a form provided by IDAD. This form is to be completed in a concise,
legible, and professional manner with all information provided as necessary,
including resumes or school records.
Each
position is required to complete various forms for withholding federal
and state, other government or local income tax, payroll deductions or
eligibility programs required or desired.
Each
position in staff or personnel status must complete a profile which will
indicate whom to contact in case of emergency, etc. This file should be
kept up-to-date by the position holder and no information should be provided
that the owner feels is confidential or that law prohibits.
PROBATIONARY PERIOD
During
the first year of service, each new position will be in probationary status.
This will provide both the Institute and the position holder an opportunity
to evaluate each other without incurring unreasonable expense or involvement.
During
the probationary period, service agreements may be terminated by either
the Institute or the new position holder without further obligation. However,
in the event of the termination of a position holder during this period,
two days notice will be given to the position holder and similar notice
should be given when termination is initiated by the position holder.
LEAVES
OF ABSENCE
A
leave of absence is a temporary suspension of a position or position holder
or both initiated by either the holder or the Institute. All pertinent
records relating to the position are maintained for the duration of the
leave of absence. Request for leave of absence will be considered on a
case by case comparison of Institute needs and wants. If a position holder
wishes to request a leave, it should be understood that such arrangements
do not include salaries, pay or benefit. Leaves will not be approved for
more time than the Institute feels serves the best interest of the Institute.
If the position holder does not return to service at the end of the approved
leave of absence, the same will be terminated.
RESIGNATION
OR TERMINATION
A position holder who wishes to resign is requested to give advanced
written notice to the Institute at the earliest opportunity. Failure to
give notice may result in forfeiture of pay for accrued paid professional/office
time.
Require
two days notice during probationary period to resign.
B. Require 10 days notice after probationary period to resign.
Termination of position holder by the Institute with two days notice
when the position holder is on probation.
Termination of position holder by the Institute with ten days notice
when the position holder is past probationary period.
Applicable
laws should be checked so that the Institute’s termination of a
position and/or holder is in accordance with legal requirements, and all
notices should be in writing for a record of the termination circumstances
involved with the position holder leaving the Institute relationship.
PROJECT
OBLIGATION
All
position holders are expected to define their office hours, mutual cooperation
is essential for the Institute to function and avoid unscheduled or undesignated
modifications. Professional or personal commitments, physical limitations,
or geographic barriers may limit positions in the accommodation of some
issues. The Institute will work to remain flexible to permit vital development
of individualized creation of solutions.
MILITARY AND OVERTIME COMPENSATION
Position holders who enter Full-time active duty in the Armed
Forces are entitled to full reinstatement with the Institute if they apply
for reinstatement within 90 days from discharge or release from active
duty. Reinstatement of Personnel status position holders will be without
loss of seniority and will be in the same or in a higher position than
the one held at the time of entering the armed forces. During this period
of military service the staff member will not be eligible for compensation.
Management
and senior professionals are expected to spend whatever time is required
for the Institute to meet its commitments. Non-professional and office
function positions if paid will not be required to perform functions for
the Institute in excess of 8 hours on a given day or 40 hours in a given
work week.
TIME
RECORDS
Time
records should be kept by all position holders on a form provided by the
Institute and is completed for each period of service. This form is to
be signed and submitted at the end of each pay period. Such records will
be maintained by the Institute as a permanent record and must be completed
correctly and accurately charged. The minimum increment of time to be
recorded is (one-tenth) of an hour.
SALARY
POLICY AND RANK
Individual
salaries are a matter of confidence between position holders and the principals
of the Institute. Discussion of salaries with other position holders is
unprofessional and not in anyone’s best interest. It is the policy
of the Institute to set salary levels in relation to other organizations
in the professional and general business world in order to attract and
retain capable, well-qualified position holders. Position holders are
encouraged to prepare themselves for promotion and assumption of greater
responsibilities since it is the policy of the Institute to promote from
within, whenever possible; and such advancements are based on merit or
performance on past and present assignments.
TRAVEL
AND REIMBURSABLE EXPENSES
Senior
position holders will be reimbursed for expenses incurred while traveling
or otherwise performing services for the Institute. Expenses to be reimbursed
include travel, meals and tips, automobile rental, lodging and similar
direct expenses, as well as mileage at an agreed rate per mile. All reimbursable
expenses must be supported by receipts and reported on the Expense Record
form provided by the Institute. The Institute should be cognizant of current
Internal Revenue Service regulations with regard to reimbursable expenses.
The Institute will not reimburse any expenses incurred as a result of
an accident or traffic law violation.
PURCHASING
POLICY
All
purchases of materials and equipment will be made by the Founding Directors’
approval on written requisition.
MAIL
AND CORRESPONDENCE
An
important aspect of the Institute’s image is projected by the quality
of correspondence. Administrative personnel are responsible for reviewing
outgoing correspondence for format and office standards. Position holders
are responsible for well-written and uniform presentation of all correspondence.
Member and Position holders shall meet all Institute fees via mail-in
payment, by postal money orders, such as paper writs from Banks (certified/cashiers
check), Travel check or other third-party-backed non-electronic or wired
payment sent by common mail. This supports the efforts of the Institue
to maintain paper records and reference materials on each member as a
function of qualification maintenance and verification of the status and
authenticity of all transactions.
OUTSIDE PROFESSIONAL EMPLOYMENT
All
position holders in the Institute are encouraged to work on a professional
full-time job outside of the requirements of the Institute. The Institute
will work to create a conflict-free schedule for the Institute and the
position holders; flextime alternative system.
MOONLIGHTING
No
Institute position holder may use IDAD phone numbers, website or materials
for private dealings with clients. As this could lead a moonlighter’s
client to think the IDAD professional was acting as agent for IDAD and
that the office is responsible.
CLASSIFICATION
OF SERVICES FOR INDIVIDUALS AND ORGANIZATIONS
Destination
Design and Coastal Architecture provides a knowledge base specifically-honed
to benefit the Hospitality, Travel and Tourism use group, which includes
resorts, theme parks, beaches and other coastal and waterfront developments.
However, other use groups which can benefit from the unique superspecialty
capabilities of an IDAD professional are as follows.
PROFESSIONAL,
DESIGN AND DEVELOPMENT USE GROUP
Urban
Design
Building Design
Product Design
Process Design
Landscape Design
Site Design
Transportation Design
Container Design
Communications Design
Instructional Design
Systems Design
Functional Design
ARCHITECTURAL,
CONSTRUCTION AND ENGINEERING USE GROUPS
Acoustics
Energy Systems
Daylighting/lighting
Prototyping
Modeling
Testing
Development
Human Factors
Specification
Documentation
Management
Environmental
MEDICAL,
TRANSGENERATIONAL, AND SPECIAL POPULATIONS USE GROUPS
Anthropometrics
Proxemics
Ergonomics
Accessibility
Exposures
Health and Safety
LEGAL,
REAL ESTATE, AND INSURANCE USE GROUPS
Litigation
Support
Dispute Resolution
Expert Witness Services
Reliability Assessments
Investigations/Inspections
Value Judgments
Failure Investigations
Material Evaluation
Site Investigations
Preservation
Analysis and Documentation
Adequacy Studies
BUSINESS,
SALES, AND MARKETING USE GROUPS
Advertising
Image Design
Package Design
Display Design
Signage
Strategic Management
Logo Development
Media Presentation
Handbook Development
Systems Analysis
Graphic Design
Market Surveys
MANUFACTURING,
DISTRIBUTION, AND PROCESSING USE GROUP
Product/Process
Development
Production Research
Systems Studies
Corrective Measure Studies
In-Situ Evaluations
Safety Studies
Maintenance Programs
Facilities Management
Instruction Technologies
Implementation Studies
Research and Development
Technology Transfer
GOVERNMENT,
NATURALISTS, AND CIVIC USE GROUP
Results
Observation
Data Verification
Technical Support
Impacts
Conservation
Resource Studies
Forecasting
Surveys
Artifact Documentation
In-House Training
Observation Methods
Comparison Systems
INVESTOR,
DEVELOPER, AND PRODUCER USE GROUP
Master
Plan Direction
Commerce Reviews
Product Reviews
Site/Route Guidance
Transportation Guidance
Budget Analysis
Codes/Restrictions
Market Studies
Design and Analysis
Preliminary Studies
Recycling
Funding Research
INDIVIDUAL,
RESEARCHER, AND INVENTOR USE GROUP
Design
Research and Development
Environmental
Materials Science
Innovation
Conceptualization
Planning
Management
Inspection/Testing
Interpretation
Copyrights/Patents
Reviews and Documentation
Investigations
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