HFES Operating Rules

As of March 12, 2025

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TABLE OF CONTENTS

CHAPTER 1.  PURPOSE AND SCOPE OF THE OPERATING RULES
1.1    Purpose    
1.2    Consistent with Bylaws and the Articles of Incorporation
1.3    Modifications
1.4    In Force

CHAPTER 2.  GENERAL POLICIES
2.1    Agents of the Society
2.2    Code of Ethics

CHAPTER 3.  EXECUTIVE COUNCIL
3.1    Divisions
3.2    Executive Council Meetings
3.3    Executive Council Minutes
3.4    Reports
3.5    Amendments to Bylaws

CHAPTER 4.  CENTRAL OFFICE AND EXECUTIVE DIRECTOR
4.1    In Washington, DC Area
4.2    Central Office Functions
4.3    Duties and Responsibilities in Bylaws
4.4    Maintain Records
4.5    Report to Council
4.6    Publish Budget and Audit
4.7    Write Job Descriptions
4.8    Maintain Staff Handbook

CHAPTER 5.  DIVISIONS, COMMITTEES, AND TASK FORCES
5.1    Divisions
5.2    Council Committees
5.3    Division Chairs
5.4    Division Committees (complete list follows)
5.5    Committee Chairs
5.6    Task Forces
5.7    Task Force Chairs
5.8    Reporting

CHAPTER 6.  CHAPTERS
6.1    Definitions
6.2    Chapter Application
6.3    Application Approval
6.4    Chapter Operation
6.5    Disaffiliation
6.6    Code of Ethics
6.7    Local Chapter Distinguished Service Award

CHAPTER 7.  ANNUAL MEETING
7.1    Roles and Responsibilities
7.2    Finances
7.3    Exhibits
7.4    Free Registrations
7.5    Scheduling
7.6    No Smoking
7.7    Permission to Record

CHAPTER 8.  PUBLICATIONS
8.1    General Policy
8.2    Society Web Site
8.3    Content Policy and Frequency of Publication
8.4    Executive Council Authority and Responsibilities
8.5    Scientific Publications Committee Authority and Responsibilities
8.6    Scientific Publications Division Chair Authority and Responsibilities
8.7    Management Company Publications Manager Authority and Responsibilities
8.8    Responsibilities of Editors of Individual Publications
8.9    Copyrights and Subscriptions
8.10   Journal of Cognitive Engineering and Decision Making (JCEDM) Advisory Board
8.11   Process to Initiate Extraordinary Review of an Editor of an HFES Journal

CHAPTER 9.  FINANCES    
9.1    Dues
9.2    Subscription Rates
9.3    Audit
9.4    Disbursements
9.5    Contract Limits
9.6    Reimbursements
9.7    Travel
9. 8   Investments Subcommittee
9.9    Budget

CHAPTER 10.  NOMINATIONS AND ELECTIONS
10.1   The Committee
10.2   The Nomination Process
10.3   The Election Process

CHAPTER 11.  MEMBERSHIP    
11.1   Membership Application
11.2   Application Review
11.3   Questionable Applications
11.4   Full Membership
11.5   Associate Membership
11.6   Affiliate Membership
11.7   Student Affiliate Status
11.8   Early Career Associate Membership
11.9   Other Special Classes of Membership
11.10   Terminating Membership

CHAPTER 12.  AWARDS
12.1    Committee Responsibilities
12.2    Awards Committee Chair
12.3    Awards Process Overview
12.4    IEA Awards
12.5    Society Authorized Awards
12.6    Award Subcommittees
12.7    Candidate Nominations
12.8    Candidate Evaluation
12.9    Award Recommendation
12.10   Annual Awards Schedule

CHAPTER 13.  PUBLIC RELATIONS
13.1   Purpose and Objectives
13.2   Target Groups
13.3   Activities
13.4   Organization

CHAPTER 14.  SOCIETY REPRESENTATIVES AND LIAISONS

CHAPTER 15.  TECHNICAL GROUP
15.1  Objectives of Technical Groups (TGs)
15.2  Technical Group Membership
15.3  Technical Group Requirements
15.4  Other Technical Group Activities
15.5  Technical Group Officers and Terms of Office
15.6  Technical Group Elections
15.7  Technical Group Formation
15.8   Technical Group Renaming, Split, Merger or Dissolution
15.10  Technical Group Operating Rules
15.11  Central Office Support for Technical Groups
15.12  Technical Group Consultant Listings
15.13  Technical Group Awards
15.14  Objectives and Requirements of the Council of Technical Groups (COTG)
15.15  Council of Technical Group Officers
15.16  Council of Technical Group Elections and Ballots
15.17  Council of Technical Group Committees and Liaisons
15.18  Council of Technical Group Loans to Technical Groups

CHAPTER 16.  FELLOW DESIGNATION AND SELECTION
16.1   Definitions
16.2   Purpose
16.3   Fellows Selection Committee (FSC)
16.4   Eligibility for Election to Fellow Status
16.5   Application
16.6   Nominee Evaluation (FSC)
16.7   Nominee Confirmation (EC)
16.8    Fellow Candidate Election (FSC)
16.9    Notification and Recognition (FSC)
16.10  Fellow Selection Schedule

CHAPTER 17.  CO-SPONSORED TECHNICAL MEETINGS

17.1   Approval Form
17.2   Who Approves
17.3   Quality Control

CHAPTER 18.  ANNUAL MEETING TECHNICAL PROGRAM COMMITTEE (TPC)
18.1   Purpose and Objectives
18.2   Functions
18.3   Members    
18.4.  Technical Committee Program Chair
18.5    Keynote Speaker(s) Selection
18.6    Reports
18.7    Workshops
18.8    General Sessions
18.9    Special Sessions
18.10   Council of Technical Groups Liaison
18.11   Quality Control/Evaluation

CHAPTER- 18A.  HEALTHCARE SYMPOSIUM TECHNICAL PROGRAM COMMITTEE    
18.1    Purpose and Objectives
18.2    Committee Members
18.3    Health Care Symposium Technical Program Committee Chair or Chairs
18.4    Track Chairs
18.5    Workshops

CHAPTER 19.  ACCREDITATION OF GRADUATE HUMAN FACTORS PROGRAMS
19.1    Purpose    
19.2    General Accreditation Guidelines
19.3     Accreditation Decisions
19.4    Evaluation Process    
19.5    Review Cycle    
19.6    Accreditation Committee
19.7    Costs    
19.8    Updating of the Accreditation Criteria and Self-Study Guide

CHAPTER 20.  TECHNICAL STANDARDS DIVISION
20.1    Definitions
20.3    Duties of the Division
20.4    Organization of the Technical Standards Committee
20.5    Updates of Ongoing HFES Standards and Best-Practices Activities
20.7    Levels of Society Participation in Activities
20.8    Consensus to Approve Standards and Best Practices
20.9    Standards and Best-Practices Committees and Technical Advisory Groups (TAGs)
APPENDIX: Best Practices Canvass Process

CHAPTER  21.   GOVERNMENT RELATIONS COMMITTEE
21.1    Purpose and Goals
21.2    Membership
21.3.1 Responsibilities
21.5    Science Policy Fellows (SPF)
21.5.3 SPF Criteria for Selection

CHAPTER 22.  SPECIAL MEETINGS
22.1    Application Process
22.2    Execution Roles and Process

CHAPTER 23.  AFFINITY GROUPS
23.1     Purpose of Affinity Groups
23.2    Affinity Group Membership
23.3    Affinity Group Requirements
23.4    Affinity Group Chair(s)
23.5    Affinity Group Elections
23.6    How to Start an Affinity Group
23.7    Affinity Group Dissolution
23.8    Affinity Group Finances
23.9    Affinity Group Operating Rules
23.10   Management of Affinity Groups
23.11   Council of Affinity Groups (COAG)
23.12   Council of Affinity Group Co-Chairs

1.1 Purpose

1.1.1 The Operating Rules of the Human Factors and Ergonomics Society (“the Society”) are to aid the orderly transaction of the business of the Society. The Operating Rules are intended to be a living document that regulates the day-to-day business of the Society. Divisions, committees, and task forces within the Society can develop their own policies and procedures. Those policies and procedures shall be consistent with the Articles of Incorporation, the Bylaws and the Operating Rules.

1.2 Consistent with Bylaws and the Articles of Incorporation

1.2.1
The Operating Rules for the Society shall govern the Society where they are consistent with the Bylaws and the Articles of Incorporation of the Society.

1.3 Modifications

1.3.1
Divisions, committees, and task forces within the Society can propose Operating Rule[s] changes by providing wording and a rationale in their regular reports to Executive Council or by writing to the Society President. The Executive Council can independently propose changes as well. Any operating rule can be adopted, amended, suspended, or rescinded by a majority vote of the full Executive Council. See Section 5.4.17.

1.4 In Force

1.4.1
An operating rule shall govern until the rule has been amended, suspended, or rescinded.

RELEVANT BYLAWS: ARTICLE VI – AMENDMENTS

Section 1. Motions to adopt, amend, or repeal the Bylaws must be consistent with the Articles of Incorporation and must bear the signatures of at least 10 percent of the Full Members of the Society or be approved by a majority of the Executive Council. Such motions shall be submitted in writing to the Executive Director for publication in the next issue of the Bulletin. The Executive Director shall then submit the motions by mail ballot to all voting Full Members of the Society no sooner than 60 days and no later than 90 days after publication. The Full Members of the Society shall be allowed at least thirty days but not more than 45 days to return their ballots. Approval by two-thirds of the Full Members who vote shall be required to adopt, amend, or repeal Bylaws.

Section 2. The adoption, amendment, or repeal of a Bylaw shall take effect immediately upon its passage and shall be published in the next issue of the Bulletin. The complete text of the current Bylaws shall be published annually in the Directory.

2.1  Agents of the Society

2.1.1    
Agents of the Society include each officer of the Society (as defined in Section 3.1), division chairs, committee chairs, task force leaders, IEA liaisons, and technical group officers of the Society.  Consultants hired by the Society or employees of a management company hired by the Society are not considered agents of the Society.

2.1.2
The Society shall indemnify and hold harmless each agent of the Society from all claims and liabilities, settled or proceeding to judgment, to which each agent becomes subject.  This could be by reason of (1) their position with the Society, or (2) any action alleged to have been taken or omitted by the person in their capacity as agent.  The Society shall reimburse each agent for all legal and other expenses (including the cost on settlement) reasonably incurred by him or her in connection with any such claim, liability, suit, action or proceeding.  Reimbursement will occur if the agent acted (1) in good faith and (2) in a manner that they reasonably believed to be in the best interests of the Society.  No agent shall be indemnified against, or be reimbursed for, any costs, incurred in connection with any claim or liability or prospect thereof, due to willful misconduct of that person's duties as an agent of the Society.  The (1) final determination of the propriety of indemnification and reimbursement and (2) the reasonableness of such costs shall be made by the Executive Council acting at a meeting at which a quorum is unaffected by self-interest.  The rights to any person under this provision shall not exclude any other right to which that person could be lawfully entitled.

2.1.3    
Agents of the Human Factors and Ergonomics Society (as defined in 2.1.1) recognize that they have a duty to act in the best interests of the society; specifically, they shall:    

  • Avoid conflicts of interest by disclosing in advance to the potentially affected parties all business and personal relationships that might prevent, or be perceived as preventing, their acting with objectivity in any decisions in which they participate as leaders of the Society;
  • Avoid discussions or activities as a leader of the Society that might suggest a Society policy or position as to health or safety ramifications of products or services, unless specifically authorized by the President of the Society or the Executive Council.

2.1.4
Agents and members of the Society shall:

  • Avoid any discussions or activities that could be construed as an agreement or understanding involving or affecting price fixing or fee setting; allocation of markets, customers, or clients; boycotts of buyers or sellers; or other illegal antitrust restraints;
  • Not represent a personal or organizational position as that of the Society; 
  • Not represent themselves as speaking on behalf of the Society in any spoken, written, or electronic form, unless authorized by the President of the Society or the Executive Council. 
2.2  Code of Ethics

2.2.1
There shall be only 1 Society Code of Ethics and that code shall apply to all members and groups (divisions, committees, task forces, etc.) of the Society. 

RELEVANT BYLAWS Article II

Section 1. Officers

The Officers of the Society shall be the President, President-Elect, Immediate Past President, Secretary-Treasurer, Secretary-Treasurer-Elect, Immediate Past Secretary-Treasurer, and six Members of the Executive Council.

Section 2. Duties of Officers

The Officers of the Society shall perform the duties that are regularly or customarily attached to their offices under the laws of the State of California, and any other duties that are required of them by the Executive Council and these Bylaws.

The Members of Executive Council elected as such and other officers of the Society designated in this Article shall constitute the Executive Council, which shall govern the affairs of the Society.

The President shall be the chief executive officer and a member of the Executive Council. The President shall preside over all meetings of the Society and of the Executive Council; appoint or direct the appointment of all committee chairs not otherwise specified in these Bylaws, with the advice and consent of the Council; and supervise the Executive Director in the management of the non-fiscal business of the Society.

The President-Elect shall be a member of the Executive Council and shall chair the Policy and Planning Committee. The President-Elect shall act as an understudy to the president in preparation for assuming the duties of the presidency. The President-Elect shall assume the duties of President during the President’s temporary absence.

  • The Immediate Past President shall be a member of Executive Council.
  • The Secretary-Treasurer shall be a member of the Executive Council and shall chair the Finance and Budget Committee. The Secretary-Treasurer shall supervise and oversee the Executive Director in the management of finances.
  • The Secretary-Treasurer-Elect shall be a member of the Executive Council. The Secretary-Treasurer-Elect shall act as the understudy to the Secretary-Treasurer in preparation for assuming the duties of office.
  • The Immediate Past Secretary-Treasurer shall be a member of the Executive Council.
Article I, Section 4. Terms of Office

The Officers-Elect shall assume office at the end of the scheduled business meeting of the incumbent Executive Council at the Society’s Annual Meeting. An officer shall hold office until a successor assumes the office, or until the Executive Council declares the office vacant as provided elsewhere in this Article. The term of office of the President-Elect shall be approximately one year, followed by approximately one year as President and then approximately one year as Immediate Past President.

The term of office of the Secretary-Treasurer-Elect shall be approximately one year, followed by approximately one year as Secretary-Treasurer and then approximately one year as Immediate Past Secretary-Treasurer.

The terms of office of the six Members of the Executive Council elected as such shall be approximately three years; the terms of two of these members shall expire at each Annual Meeting of the Society.

Section 5. Eligibility and Vacancies

To be eligible for nomination to any office of the Society, an individual must be a Full Member in good standing and must be able to discharge the duties of that office, as determined by the Nominations and Elections Committee.

No individual may hold more than one elective office concurrently. However, an incumbent Immediate Past President, Immediate Past Secretary-Treasurer, or at-large Member of Executive Council in the final year of their three-year term is eligible to stand in nomination for another office. Any officer of the Society must be in the final year of the three-year term of office to be eligible to stand in nomination for reelection to the office currently held.

Any officer of the Society may resign from office by submitting a letter of resignation to the Executive Council. However, resigning shall not allow an officer to circumvent the eligibility requirements for election to a different office or reelection to the same office.

If any elected incumbent fails to perform the duties of office for any reason, the Executive Council may, by a two-thirds vote of the full Council, decree the office vacant. If the office of President or Secretary-Treasurer becomes vacant for any reason, the President-Elect or Secretary-Treasurer-Elect, respectively, shall assume the additional duties of the vacated office for the remainder of the term and then serve the regular term in that office.

If the office of President-Elect or Secretary-Treasurer-Elect becomes vacant for any reason, the Council shall appoint an incumbent officer to become President-Elect or Secretary-Treasurer-Elect. The appointed President-Elect or Secretary-Treasurer-Elect shall complete the normal sequence of office as if elected by Full Membership vote. If necessary, the vacancy created by this appointment shall be filled in the next election.

If the office of Immediate Past-President, Immediate Past Secretary-Treasurer, or Council Member becomes vacant, the Council shall appoint an incumbent officer to assume the additional duties of the vacant office until the next election, when any vacancy that remains shall be filled. The term of any officer elected to fill a vacancy shall be equal to the remaining term of the vacant officer.

Article II, Section 6, Executive Committee

An Executive Committee of the Council shall be formed of the President, President-Elect, Secretary Treasurer, and at least one member of the Executive Council to be elected by a majority vote at the first meeting of the Council. The Executive Committee shall have authority to take those actions in behalf of Council specified by a two-thirds vote of each full Council.

Article II Section 7, Society Position Statements

Subject to prior approval by the Executive Council, the Society may take a position and express an opinion on human factors/ergonomics issues.

ARTICLE V – MEETINGS

Section 2.   A special business meeting of the Society may be called at any time and place by the Executive Council, or shall be called by the Executive Director upon the written request of at least 10 percent of the Full Members.

Section 3.  Announcements of all meetings of the Society shall be made in the Bulletin or by mail to Full Members of the Society at least 45 days prior to the meeting date.

Section 4.  The presence in person of 50 Full Members of the Society shall constitute a quorum at any business meeting of the Society.

Section 5.  During any business meeting of the Society at which a quorum exists, the Full Members may, by a majority vote, order the submission of any question, except one affecting the Bylaws of the Society, to the Executive Council or to all Full Members by mail ballot.

Section 6. The Executive Council shall meet during the Annual Meeting of the Society and at the call of the President. The presence in person of a majority of the members of Executive Council shall constitute a quorum.

ARTICLE VI – AMENDMENTS

Section 1.  Motions to adopt, amend, or repeal the Bylaws must be consistent with the Articles of Incorporation and must bear the signatures of at least ten percent of the Full Members of the Society or be approved by a majority of the Executive Council. Such motions shall be submitted in writing to the Executive Director for communication to the membership. The Executive Director shall then submit the motions by mail ballot to all voting Full Members of the Society no sooner than sixty days and no later than ninety days after publication.  The Full Members of the Society shall be allowed at least thirty days but not more than forty-five days to vote.  Approval by two-thirds of the Full Members who vote shall be required to adopt, amend, or repeal Bylaws.

Section 2.  The adoption, amendment, or repeal of a Bylaw shall take effect immediately upon its passage and shall be communicated to the membership. The complete text of the current Bylaws shall be published annually.

3.1  Divisions

3.1.1    
The activities supervised by the Executive Council shall be organized primarily into Divisions.  (See Chapter 4, Divisions, Committees, and Task Forces.)

3.2  Executive Council Meetings

Each Executive Council shall hold at least 3 regular meetings each year.  The first meeting shall be on the second day of Council meetings at the Annual Meeting.  (That is, the first meeting of the Incoming Council shall follow the last session of the Outgoing Council at the annual meeting.)  The last shall be on the first day of the Council meetings at the next annual meeting.  A third meeting shall take place approximately midway between annual meetings.  Other meetings can be scheduled by the President.

3.2.1    
The Executive Council shall hold a Strategic Planning Day in conjunction with the midyear meeting of the Council.  This meeting shall be chaired by the President-Elect with the advice of the Immediate Past President, the President-Elect, the Executive Director, and members of the Executive Council.  All Executive Council members and Policy and Planning Committee and Division chairs are expected to attend as the Executive Director, and the person(s) managing Society membership.  Additional persons can be invited by the President.  The meeting shall (1) review and update the HFES strategic plan, (2) review and update the strategic goals that were set in at least the previous 3 planning meetings, and (3) establish goals for the next year and beyond.

3.2.2    
All Council votes shall be in conformance with the specifications of the California Nonprofit Corporations Code.  Votes can occur over the phone or via the Internet if a quorum is present.  Any vote that takes place between meetings (e.g., via conference call) shall be ratified by the Council at its next meeting.

3.2.3
The current edition of Robert's Rules of Order shall be the procedural rules for meetings of the Executive Council.  The Articles of Incorporation, the Bylaws, and the Operating Rules are the governance documents of the Society and shall take precedence in that order.

3.2.4
The Executive Director or their designate, with the approval of the President, shall prepare and distribute (1) the agenda, (2) a list of action items and responsible person(s), (3) the draft budget reports, (4) Division, Committee, Task Force and other reports, (5) the Bylaws, Operating Rules, and Strategic Plan (6) summaries of each planning day activity for at least the previous 5 years, and (7) any proposals, and other supporting materials, at least 2 weeks prior to each regular Executive Council meeting.  Prior to the distribution of reports and supporting materials, they shall be reviewed by the Executive Director to determine if they include any potentially sensitive or confidential information.  In determining if reports or materials include information that should be treated as confidential, the Executive Director can consult with the Society’s legal counsel and with the Executive Committee of the Council.  Any reports or materials that are determined to include sensitive or confidential information shall be included in a separate packet or file marked “Confidential” for distribution to the Executive Council.  Reports and materials that have been identified as sensitive or confidential information shall be considered in executive session.  Only those reports and proposals received 3 weeks prior to the meeting should be included on the meeting agenda.  The agenda shall designate specific time allocations to items listed.  The Council shall formally adopt the meeting agenda at the beginning of each regular meeting.  The consent agenda shall be clearly identified.

3.2.5
Meetings of the Executive Council are open to members of the Society.  The Council can, by majority vote, go into executive session, limited to the Council and other persons requested by the President to attend.  The proceedings in an executive session are confidential, although Council can vote in executive session to bring some matters out of that session.  Executive sessions are typically used for sensitive matters where some of the information needs to be protected, such as the parties in an alleged ethics violation.

3.2.6
To determine a majority vote at meetings, Executive Council members who abstain shall be considered as not voting on the motion in question, although their abstention shall be noted in any record of the vote.  Abstention from voting, however, shall not be considered an absence for purposes of establishing a quorum.  For the annual and midyear meetings, only Executive Council members who are physically present at a meeting can make motions or vote.

3.2.7
For the following types of decisions, a 3/4 majority vote of the full Executive Council is required:

  • Establishing new classes of membership. (Bylaws, Article I, Section 1)
  • Waiving of requirement of bachelor’s degree for candidate for full Membership in the Society (Bylaws, Article I, Section 3).

3.2.8    
For the following types of decisions, a 2/3 majority of the full Executive Council is required:

  • Votes on items to be delegated to the Executive Committee (Bylaws, Article II, Section 6).
  • Termination of a person’s membership status (Bylaws, Article I, Section 6).
  • Removal of an elected officer (Bylaws, Article II, Section 5).
  • Appointment and removal of the executive director (Bylaws, Article VII, Section 2).

3.2.9    
For the following types of decisions, a majority of the full Executive Council (not simply members present and voting) is required:

  • Approval of new members in the Society in all classes.

3.2.10  
All members of Executive Council are expected to attend all meetings of the Council in their entirety.  Failure to attend at least part of 2 consecutive face-to-face Executive Council meetings for other than good cause shall be sufficient cause to consider that an incumbent be failing to perform the duties of office.

3.3  Executive Council Minutes

3.3.1   
The Executive Director or management company employees reporting to them shall prepare minutes of each meeting.  The minutes shall be distributed to all members of the Executive Council within 1 month of the meeting.  Minutes of the Council meeting shall include a precise statement of each motion, the names of the persons who made and seconded each motion, and the results of the vote or other dispositions, in particular, action items.  Additions and corrections to the minutes should be sent to the Executive Director within 1 month after receipt of the minutes.

3.3.2
The Executive Director or management company employees reporting to them shall abstract pending actions from the minutes of the Council meeting and shall provide these in a separate document for the attention of the Council.

3.3.3
The Executive Director or management company employees reporting to them the Executive Director shall prepare a summary of the minutes of the Executive Council meetings.  The Executive Director shall present this summary at the business meeting held at the annual meeting.

3.3.4
Highlights of the minutes of each Executive Council meeting shall be published in the Bulletin.

3.3.5
The Executive Director or management company employees reporting to them the shall prepare a summary of each Planning Day.  That summary shall include (1) who was presiding and attended, (2) the topic(s) addressed, (3) the activities conducted, (4) the conclusions, strategic activities, and action items, and (5) how success of the meeting outcomes be assessed.

3.4  Reports

3.4.1
The President and/or the Executive Director shall report in written form on the state of the Society at the midyear meeting of the Executive Council and at the Council meeting and business meeting during the annual meeting that culminates their term of office.

3.4.2
The Secretary-Treasurer shall present a financial report (1) at the midyear Council meeting, and (2) at the annual Council meeting and (3) the business meeting of the annual meeting that culminates their term of office.

3.5  Amendments to Bylaws

3.5.1
Motions to amend the Bylaws shall be in writing and shall contain the full and exact text of the proposed amendment.

3.5.2
The exact text of the proposed amendment and the ballot shall be published (1) prior to balloting of the membership and (2) after the ballot, if adopted.  After the ballot, the vote tally shall also be published.

3.5.3
Additions to the Bylaws are to be indicated in bold and deletions by strike-overs through text.

3.5.4
A statement supporting a Bylaws change shall be published in the Bulletin.  If a minimum of 3 members of the Executive Council oppose a Bylaws change, a statement opposing the change shall be presented also.  If fewer than 3 members are in opposition the Executive Council can, at its discretion, vote to include an opposing statement.

3.6  Qualifications and Term Limitations

3.6.1    
Each nominee for President-Elect must also have been a Full member of HFES for 5 years and must have served previously on the Executive Council, or served as a Division Chair, or Chair of the Annual Meeting Technical Program Committee.  Each nominee for Secretary-Treasurer-Elect must also have been a Full member of HFES for 5 years and must have served previously within HFES in an elected position or another leadership role or as an appointed member of an Executive Council committee (e.g.  Finance and Budget Committee).  Each nominee for Executive Council Member-at-Large must also have been a Full member of HFES for 3 years and must have served previously within HFES in an elected position or another leadership role or as an appointed member of an Executive Council committee (e.g.  Finance and Budget Committee).              

Each office on the Executive Council is limited to two terms.  No individual may serve as a member of the Executive Council for more than 12 years. No individual may serve consecutive terms in the same office on the Executive Council.  A minimum one-year break is required before an individual may seek an office to which they were previously elected.

RELEVANT ARTICLES AND BYLAWS:

Articles of Incorporation – Article III

The principal office of the transaction of the business of the corporation is to be located in the County of Los Angeles, State of California.

Bylaws, Article VII – Central Office and Executive Director

Section 1 – Central Office

The Central Office of the Society shall be located in the County of Los Angeles, State of California. The Central Office shall administer any Society business and perform any other services charged to it by the Executive Council.

The Central Office shall be managed by the Executive Director.

4.1  In Washington, DC Area

4.1.1
The Central Office of the Society shall be maintained in the Washington, D.C. area. 

4.2  Central Office Functions

4.2.1    
The functions of the Central Office shall be the administration and business management of the affairs of the Society except where these are specifically delegated to officers, division chairs, task forces, committees and IEA liaisons.  Consistent with the strategic goals, the functions of the Central Office shall include: 

4.2.2    
Administrative Functions

  • Assistance to the Executive Council, committees, task forces, division chairs, and liaisons to IEA and other organizations.
  • Production, promotion, and circulation of publications of the Society. 
  • Maintenance of membership records and publication of a directory and support efforts to increase membership. 
  • Maintenance of records of the activities of the Society. 
  • Administration of requirements for the nomination and election of members. 
  • Fiscal control under the supervision of the Secretary-Treasurer, including: (1) banking and investing funds; (2) auditing, accounting and preparing reports that cover receipts and expenditures; (3) business management of services and properties of the Society; and (4) preparing an annual budget that includes such schedules of personnel salaries, rentals, contracts, and other major expenditures as may be desired by the Executive Council. 
  • Provide services to members of the Society as are compatible with the purposes of the Society and are specified elsewhere in these Operating Rules or in the Bylaws. 

4.2.3    
Strategic Functions:

Coordination of meetings, conferences, and other forums of the Society and those with other societies to promote the evaluation and exchange of information.

  • Outreach to government organizations, other societies, and industrial and professional organizations, the news media, and others to increase awareness of the benefits of human factors/ergonomics and increase its impact on science and practice and solve societal problems.
  • Support of human factors/ergonomics education, training, and professional development.
  • Support of the development of technical standards relating to human factors/ergonomics and other activities to get human factors/ergonomics science into practice.

RELEVANT ARTICLES AND BYLAWS:  Bylaws, Article VII – Central Office and Executive Director
Section 2 – Executive Director

The Executive Director shall implement the policies and procedures established by the Executive Council under the direction of the President and the Secretary-Treasurer.

The Executive Director shall be appointed for a term not to exceed five years,may be reappointed, and may be removed from office at any time; each of these actions shall require a two-thirds vote of the full Executive Council. The Executive Director shall not hold any elective office in the Society.

The Executive Director shall appoint office personnel and acquire materials and equipment for the Central Office, within budget limits. 

The Executive Director shall manage the finances of the Society, subject to the approval of the Secretary-Treasurer. The Executive Director shall: (1) administer all funds, and deposit or invest them as directed by the Secretary-Treasurer; (2) collect all dues and authorized assessments; (3) sign checks and drafts on behalf of the Society to disburse funds for authorized expenditures; (4) keep records of all money received and paid out, and make these records available at reasonable times to any Full Member of the Society; (5) prepare and submit annually to the Executive Council an audited financial report and a proposed budget for the next fiscal year for its approval; (6) monitor expenses against established budgets; and notify the Council and the responsible persons when discrepancies occur.

The Executive Director shall manage the non-fiscal business of the Society, subject to the approval of the President.  The Executive Director shall and handle all routine matters. The Executive Director shall (1) have charge of the seal and the corporate records, subject to call, and (2) direct the publication of the minutes, records, reports, and proceedings authorized by these Bylaws and the Executive Council, (3) direct correspondence to the proper persons, and (4) direct supporting personnel to handle routine matters.

The Executive Director shall support society planning and scheduling including, (1) preparing and maintaining an annual calendar of events and lead-time dates, (2) issuing calls for meetings, nominations, and elections; (3) developing and maintaining consistency checks on past actions and policies of the Society; (4) bringing to the attention of the Executive Council any matters that concern them; and (5) helping to plan new areas of activity for improving operations and increasing revenue.

The Executive Director shall be an ex-officio member of all Society committees and shall perform duties not specifically delegated to another Officer or Full Member of the Society, subject to the approval of the Executive Council.

The Executive Director shall be entitled to attend any meeting of the Executive Council but shall not vote.

4.3  Duties and Responsibilities in Bylaws

The Executive Director shall perform duties and responsibilities as specified in Article VII of the Bylaws.  

4.4  Maintain Records

In coordination with the Policy and Planning Committee, the Executive Director shall maintain the Bylaws and Operating Rules of the Society, and such other documents as assigned by action of the Council.  Maintenance includes:  (1) storing documents in an electronic form; (2) updating as instructed by the Executive Council; and (3) providing printouts or electronic files of updated versions to the President and the Executive Council.  The Executive Director shall correct format, spelling, and grammatical errors in the Operating Rules, as long as such corrections do not change the meaning of an operating rule.  The Executive Director shall also maintain a list of potential Bylaws changes.  The list is to be brought before the Executive Council at its annual meeting for a vote to determine whether to submit each proposed change to the membership of the Society.

4.5  Report to Council

The Executive Director shall report in electronic form on activities of the management company at the midyear and annual meetings of the Executive Council.  

4.6  Publish Budget and Audit

The Executive Director shall ensure that a summary of the budget is published in the Bulletin.  The Executive Director shall ensure that a copy of the annual audit is published in the Bulletin within 1 month after it becomes available, or as soon thereafter as is feasible.

4.7  Write Job Descriptions

The Executive Director write the job descriptions of management company staff and oversee them.  

4.8  Maintain Staff Handbook

The Executive Director shall maintain the staff handbook and major changes shall be approved by the Executive Council.
 

5.1  Divisions 

The Executive Council is divided into five Divisions, each Division aggregating committees, subcommittees, task forces, and liaisons with related activities.  The assignments to Divisions follow.

Education Division

  • Accreditation Committee
  • Annual Meeting Technical Program Committee
  • Education and Training Committee
  • Healthcare Symposium Technical Program Committee
  • Special Meetings Committee: ErgoX
  • Meetings Committee
  • Mentorship Committee
  • Webinars Committee

Internal Affairs Division

  • Chapter Affairs Committee
  • Council of Affinity Groups
  • Council of Professional Groups
  • Council of Technical Groups
  • Leadership Development Committee
  • Membership Committee
  • Practitioners Committee
  • Student Affairs Committee

Outreach Division

  • Government Relations Committee
  • Emerging Topic Fellowship Committee
  • Public Outreach Committee
  • Representatives and Liaisons Committee

Scientific Publications Division

  • Scientific Publications Committee
  • Human Factors Journal
  • Ergonomics in Design
  • Journal of Cognitive Engineering and Decision Making
  • Human Factors in Healthcare
  • Methods Series

Technical Standards Division

  • Technical Standards Committee
  • ISO Standards Committees
    • U.S. TAG to ISO/TC 159
    • U.S. TAG to ISO/TC 159/SC1
    • U.S. TAG to ISO/TC 159/SC3
    • U.S. TAG to ISO/TC 159/SC4
    • U.S. TAG to ISO/TC 159/SC5
  • HFES 100 Committee
  • DoD TAG Liaison
5.2  Council Committees

Council Committees, which report directly to the Executive Council and are not part of any division, follow.  As needed, the President may also assign task forces to Council Committees or Divisions.

  • Awards Committee
  • Risk Management Committee
  • Diversity, Equity and Inclusion Committee 
  • Evaluation Committee
  • Executive Committee
  • Fellows Selection Committee
  • Finance and Budget Committee
  • Nominations and Elections Committee
  • Policy and Planning Committee
5.3  Division Chairs    

5.3.1    
Division chairs coordinate and manage the activities in the divisions they chair.  They serve as a liaison between the Executive Council and the committees within their division.  Division chairs (1) convey discussion and action items from each Council meeting and strategic direction to their committees and task forces, (2) convey information in the opposite direction (committee output, both ongoing activities and initiatives in response to strategic direction) to Council.  In addition, they (3) coordinate committees within their division to avoid duplication of effort and maximize joint efforts, and (2) serve as a liaison to other division chairs for activities that span divisions.
    
5.3.2
Division chairs shall attend the annual planning day, the first day of the midyear Executive Council meeting, and both days of the annual Executive Council meeting.  Failure to attend at least part of 2 consecutive face-to-face Executive Council meetings for other than good cause shall be sufficient cause to consider that division chair may be failing to perform the duties of office.  Executive Council responses to such shall only be discussed in closed sessions.

5.3.3
With the advice of Council, the President shall nominate the chairs of each Division, for approval by the Executive Council.  Division chairs are intended serve 3-year terms, with the President formally nominating them for Council approval in each year of their term.  Division chairs shall not serve on Executive Council congruently with their term, and their membership on committees and task forces should be limited to ex-officio members.  Division chairs shall submit a report on the committees’ recommendations in their division to Council for inclusion in the agenda book for each Council meeting.  If a division chair (1) resigns, (2) becomes ineligible after starting a term in office, or (3) is no longer able to perform their duties, a substitute shall be appointed by the President.  The Council shall be consulted before an interim chair is appointed (who shall serve until the next Council meeting). 

5.4   Division Committees (complete list follows)

5.4.1    
The Accreditation Review Committee reviews applications for accreditation and recommends to Council which graduate programs should be accredited.  (See Chapter 19.)

5.4.2    
The Annual Meeting Host Committee assists the professional meeting planner and Central Office staff on local tours, hospitality, and special events in conjunction with the HFES Annual Meeting.  (See Chapter 7).

5.4.21    
The Mentorship Committee shall support the members of the Human Factors and Ergonomics Society by assessing the mentoring needs of the Society’s members, developing and implementing resources, activities, and strategies to meet those needs, monitoring and evaluating the effectiveness of its activities and making recommendations to the Executive Council on priorities and delivery methods.

The committee shall be composed of at least four members including the chair. Committee members should represent different career stages and different career paths (e.g., academia, industry, government) to be reflective of the members of HFES.  The committee shall meet at least quarterly, and additional meetings may be scheduled as needed. Meetings may be held in person or via teleconference.

5.4.3
The Annual Meeting Technical Program Committee s determines the structure, content, balance, and quality of the technical program of each annual meeting of the Society.  Specifically, they shall determine the types of sessions to be held and shall schedule these sessions.  This includes the selection and invitation of special banquet, luncheon, opening session, and other invited session speakers, subject to the budget and approval by the Executive Council. (See Chapters 18.)

5.4.4
The Awards Committee recommends candidates for Society awards.  (See Chapter 12.)

5.4.5    
The Chapter Affairs Committee (1) promotes the formation of chapters, (2) assists members in organizing chapters, (3) determines whether requirements for affiliation are met, and (4) helps chapters to coordinate among themselves and with the Society.  It shall include at least 3 members, 2 of whom shall be chapter presidents.  The management company employee responsible for member services shall be a nonvoting, ex officio member of the committee.  (See Chapter 6.)

5.4.6    
The Risk Management Committee develops plans to deal with rapidly emerging situations that (1) affect the success of major meetings (e.g., Annual Meeting, Healthcare Symposium) or other events, (2) occur immediately before or during the meeting or other event, and (3) put the health of the society, especially financial, at risk.  Examples include a hurricane or flood at the meeting site, strikes of airline personnel or air traffic controllers, government sequesters, visa/immigration constraints, pandemics, and terrorist attacks.  Those plans shall be reviewed annually and that review shall be included in the committee’s annual and midyear reports to the Executive Committee.

5.4.7    
The IEA Fellow Award Nominations Committee shall be appointed by the President and consist of no more than 5 five members of HFES who shall review and make recommendations regarding nominations for the IEA Fellow Award. See section 12 for the IEA Awards process. This committee shall consist minimally of three HFES Fellows (when possible, these committee members shall themselves be prior recipients of the IEA Fellow Award).

5.4.8    
The Mentorship Committee shall support the members of the Human Factors and Ergonomics Society by assessing the mentoring needs of the Society’s members, developing and implementing resources, activities, and strategies to meet those needs, monitoring and evaluating the effectiveness of its activities and making recommendations to the Executive Council on priorities and delivery methods. The committee shall be composed of at least four members including the chair. Committee members should represent different career stages and different career paths (e.g., academia, industry, government) to be reflective of the members of HFES. The committee shall meet at least quarterly, and additional meetings may be scheduled as needed. Meetings may be held in person or via teleconference.

5.4.6.1    
The Committee chair is a member-at-large of the Executive Council who has been on Council for at least 1 year, either currently or in the past and is on the Executive Committee.  It also includes the Secretary-Treasurer, at least 1 other Executive Council member-at-large (1 of whom can serve as the chair after the term of the current chair ends), the chairs of the committees responsible for all major, recurring meetings (e.g., Annual Meeting, Health Care Meeting), and as ex-officio members, the Executive Director, the management company member responsible for meetings, and the Annual Meeting Planner. 

5.4.6.2    
To support their planning activities, the Secretary-Treasurer shall share details of the Society budget with this committee as well as information generated by subcommittees (e.g., Investments, Net Assets) of the Finance and Budget Committee. 

5.4.7    
The purpose of the Digital Communication Committee (DCC) is to monitor and assess the HFES websites (i.e., all websites directly associated with HFES) and related digital communication (e.g., email, technical group communication platforms, social media posts, digital messaging, and conference app), to ensure usable, useful, and accessible sources of information about HFES and the field of human factors / ergonomics for members and the public. 

The Digital Communication Committee shall:

  • Work with the HFES digital design team and/or company engaged by HFES to maintain and manage the Society’s digital communications to ensure all digital communications adhere to:
    • a modern design standard
    • UX best practices
    • Inclusive design best practices 
  • Serve in an advisory role with respect to locating and presenting content that requires a new area to be added to the website(s).
  • Provide updates to the Executive Council (EC) for the Midyear and Annual Meetings on:
    • traffic to the Society’s website ecosystem (web analytics such as page counts and page durations), 
    • what is working well, and 
    • what could be improved
  • Active (e.g., surveys) and passive (e.g., comments from users) methods should be used to determine (b) and (c), as well as expertise internal and external to the committee.  
  • Propose solutions to address identified problems with an understanding of tradeoffs between cost, schedule, and quality.   
  • Review proposals for costly redesign efforts or other significant changes as needed. These proposals could be from a company engaged by HFES to manage the Society’s digital communications, outside contractors, and/or volunteers.  
  • Engage with any and all parties involved in (4) to ensure appropriate resolution of the problems.  In performing these tasks, the Digital Communication Committee shall consider the usefulness, ease of use, maintainability, and ease of updating Society digital communications, as well as cost and schedule.  All contractual matters relating to these communications shall be managed by the HFES Executive Director.
  • Review all technical group, affinity group, local chapter, and student chapter websites annually to determine if the sites are active, need to be updated, or contain inappropriate content (e.g., inappropriate ads).  Reports shall be shared with the Council of Technical Groups, Council of Affinity Groups, Chapter Affairs Committee, which will follow-up on any problems.

The DCC chair is a Society member selected by the President.  For coordination purposes, the committee shall include the chair of the Education and Training Committee, the Education Division chair, and the Outreach Division chair. The HFES staff person responsible for external communications shall be an ex-officio member of this committee.  Other members of the committee shall be selected by the committee chair.

5.4.8 
The Diversity, Equity, and Inclusion (DEI) Committee supports and encourages diversity, equity, and inclusion within HFES and society at large, recognizing and celebrating the variety of characteristics that make individuals unique.  These characteristics encompass a broad range, including, but not limited to: age, belief system, cognitive style, culture, disability status, education, ethnicity, gender, gender identity, gender expression, geographic background, job type (e.g., academic, industry, government/military/aerospace, consulting), language, marital/partnered status, national origin, physical appearance, political affiliation, race, religious beliefs, sex, sexual orientation, socio-economic status, theoretical perspective and veteran status. 

5.4.8.1 
The Diversity, Equity, and Inclusion Committee serves to support the Society’s ongoing efforts to attract, retain, and promote outstanding human factors professionals by fostering a culture of inclusion, belonging, and mutual respect. The DEI Committee is responsible for identifying relevant initiatives that its members will take on, which may include independent (or integrative with other committees): assessment activities, program development, outreach, training, and interventions. The Diversity, Equity, and Inclusion Committee is responsible for fostering an inclusive and active environment among its members, and providing guidance to support the executive council, leadership, and other HFES committees’ initiatives as needed and relevant to the scope of the Diversity, Equity, and Inclusion committee.

5.4.8.2 
The Diversity, Equity, and Inclusion  Committee shall consist of two  co-chairs; a member of the Executive Council, the Chair of the Council of Affinity Groups (or their designate), and other volunteer members as desired.

5.4.9    
The Early-Career Professionals Committee supports networking and mentorship activities and initiatives focused on HFES members in the first 5 years following graduation.  The Committee (1) collects data on their needs, (2) plans and conducts activities to address those needs, (3) recruits early-career professionals to join the Society, and (4) works with membership committees to retain them.  (See Chapter 11.)

5.4.10    
The Education and Training Committee promotes, guides, and provides education and professional training in human factors and related fields to Society members and nonmembers.  The Education and Training Committee (1) assesses educational and training needs for Society members, (2) develops and implements proposals to meeting them and (3) makes recommendations to the Executive Council on priorities and delivery methods.  In addition to the committee chair, there shall be a minimum of 3 additional members on this committee.

5.4.11    Fellows Committee

The Fellows Selection Committee administers procedures for the nomination and election of Fellows.  The Committee (1) evaluates the eligibility, merits, and qualifications of candidates for Fellow status and (2) reviews and recommends criteria and procedures for election to Fellow status.  (See Chapter 16).

5.4.13    
The Finance and Budget Committee (1) reviews the Society’s financial status between annual meetings including net assets; (2) makes recommendations concerning budgetary revisions, expenditures, and sources of income; (3) reviews the next annual budget for submission to the Executive Council, and (4) makes recommendations about Society investments.  The Committee shall be chaired by the Secretary-Treasurer and include the President, President-Elect, the Secretary-Treasurer-Elect, the Immediate Past Secretary-Treasurer, and can include other members elected by the Executive Council.  If the Committee believes that additional financial expertise is desired, the Committee can include nonvoting independent financial advisors or financial advisors from the Society management company.

5.4.13.1    
For convenience, the Finance and Budget Committee can allocate initial efforts for each of these 4 tasks to subcommittees of its members, with investments specifically being assigned in to a defined subcommittee 9.8.3.  In its review of investments, the Committee shall consider the current and future assurance of holdings, the rate of return, the desired distribution of holdings, and other financial considerations.  The net assets shall be reviewed in a manner consistent with the Society Net Assets Policy document. 

5.4.13.2    
In the event of an emergency that puts the finances of the Society at risk, the Committee shall immediately provide a status update and plan of action to the Executive Committee. 

5.4.14    
The Government Relations Committee collects, evaluates, and disseminates information on public policy that is of interest to human factors/ergonomics and related fields.  It also provides advice on what the staff, Executive Council, and members should do in response to those policies.  (See Chapter 21.)

5.4.15    
Healthcare Symposium Technical Program Committee is responsible for the structure, content, balance, quality, and financial viability of the technical program of each Society Healthcare Symposium.  (See Chapter 18.)

5.4.16    
The IEA Fellow Award Nominations Committee shall be appointed by the President and consist of no more than 5 five members of HFES who shall review and make recommendations regarding nominations for the IEA Fellow Award. See section 12 for the IEA Awards process. This committee shall consist minimally of three HFES Fellows (when possible, these committee members shall themselves be prior recipients of the IEA Fellow Award). 

5.4.17    
The IEA Representatives Committee is the communication link between HFES and the International Ergonomics Association.  It (1) sends delegates to the IEA executive council annual meetings, (2) communicates the views of the Society at those meetings, (3) submits reports to the HFES Executive Council as requested, (4) informs the membership about relevant IEA activities (e.g., web site and Bulletin articles), and (5) submits nomination materials for IEA awards. This Committee is chaired by the HFES President.  It shall include 4 members – the President, President-Elect, Immediate-Past-President, and the Executive Director.  (See Chapter 14.)

5.4.17.1    
Each delegate shall receive an allocation for travel expenses as established in the annual budget and be subject to the rules governing travel reimbursement.  

5.4.18    
The Leadership Development Committee shall (1) identify potential HFES and HF/E leaders and (2) develop a plan for them to improve their leadership knowledge, skills, and diversity. In fulfillment of these objectives the Leadership Development Committee will prioritize diversity and the inclusion of underrepresented groups as part of the leadership identification and development process(es), thereby creating a culture of diverse inclusion within HFES over time. Potential leaders can be identified by development initiatives at the annual meeting (e.g., special sessions) and other activities throughout the year including direct contacts. The plan for each potential leader shall include assignment to a committee, task force, or project. Plans for each potential leader shall be evaluated annually prior to the annual meeting, with the review including input from the chairs to whom they were assigned and the potential leaders. The potential leaders shall receive feedback annually as part of that process.

5.4.18.1    
The Leadership Development Committee shall consist of a Chair; the Leadership Volunteer Coordinator; one member of the HFES Mentorship Committee; a member, or an identified representative, of the HFES Diversity, Equity and Inclusion Committee or a member of the HFES Council of Affinity Groups;1 and a minimum of two additional members from various domains of HF/E. One member of the Leadership Development Committee shall be responsible for the coordination of individual plans for the identified potential leaders. All committee members must be HFES members. 

5.4.19    
The Meetings Committee (1) provides strategic oversight for all meetings and (2) supports the development and evaluation of special meetings.  Major recurring meetings (e.g., HFES Annual Meeting, HFES Health Care meeting) are evaluated by the technical program committee of each recurring meeting (Chapter 7).  

5.4.19.1    
Thus, the Meetings Committee: 

  1. Advises the Executive Council regarding strategic directions for all future meetings
  2. Reviews (a) all meeting policies, procedures, and practices, and (b) recommends changes to them except when delegated elsewhere (e.g., to the Annual Meeting Technical Program Committee (chapter 18), the Executive Director (chapter 4), and the meeting planner (chapter 7))
  3. Solicits topics for special meetings
  4. Creates or reviews meeting applications (including requests for joint meetings)
  5. Guides chairs and co-chairs of special meetings concerning content, scheduling and format, 
  6. Recommends to the Executive Council which meetings should be offered

5.4.19.2    
The committee shall be chaired by the President-Elect and shall include the chair of the Internal Affairs Division, the chair of the Technical Program Committee of each recurring meeting, the chair of the Education and Training Committee, 1 at-large Executive Council member, and as ex officio, the Executive Director.  

5.4.20
The Membership Committee shall engage in annual planning of and conducting activities to (1) recruit new members and (2) retain existing members.  That plan shall (1) include retention and recruitment numerical targets for all HFES membership categories (Members, Student Members, Early Career Associate Members, Fellows), as well as targets for practitioners and diversity and (2) describe activities to achieve those targets.

5.4.20.1    
The Membership Committee shall consist of a chair, the chairs of each membership subcommittee, (Retention, Practitioner Engagement, Recruitment, and Evaluation), and the chairs of the Student Affairs, Early-Career Professionals, Diversity, Fellows Selection, and Education and Training Committees.  The HFES staff person responsible for membership shall be an ex-officio member of this committee.  (See Chapter 11.)

5.4.20.2    
The Recruitment Subcommittee shall (1) identify individuals and groups that should belong to HFES and (2) encourage them to join HFES through direct contact, networking, special events, and other activities.  This subcommittee shall focus on initiatives to enhance the diversity of HFES membership.  The subcommittee chair shall appoint a minimum 4 additional members who are from different HF/E disciplines including 1 member from the Diversity, Equity and Inclusion Committee. 

5.4.20.3   
The Retention Subcommittee shall (1) identify individuals and groups that are not as likely to remain HFES members (2) determine member needs (both met and unmet) to retain them, and (3) develop methods and initiatives to meet those needs and retain members.  The subcommittee chair shall appoint a minimum of 4 additional members from different membership backgrounds (e.g., students, early-career professionals, practitioners, research/education, fellows). 

5.4.20.4    
The Practitioner Engagement Subcommittee shall (1) identify practitioner needs for translating and applying human factors/ergonomics science into practice and (2) develop initiatives for those purposes.  The subcommittee chair shall appoint a minimum of 4 members who are practitioners from different HF/E applications.  For coordination purposes, 1 member of the Practitioner Engagement Subcommittee shall be a member of the Retention Subcommittee.  **move to Practitioner Professionals Committee?

5.4.21     
The Mentorship Committee shall support the members of the Human Factors and Ergonomics Society by assessing the mentoring needs of the Society’s members, developing and implementing resources, activities, and strategies to meet those needs, monitoring and evaluating the effectiveness of its activities and making recommendations to the Executive Council on priorities and delivery methods.

The committee shall be composed of at least four members including the chair. Committee members should represent different career stages and different career paths (e.g.l acadamia, industry, government) to be reflective of the members of HFES. The committee shall meet at least quarterly, and additional meetings may be scheduled as needed. Meetings may be helf in person or via teleconference. 

5.4.22
The Nominations and Elections Committee administers the procedures for the nomination and election of candidates for the offices of the Society.  (See Chapter 10.)  The committee shall be chaired by the Secretary-Treasurer-Elect and include the President-Elect and at least 1 other Full Member who is ineligible for election to a Society office (i.e., the President-and/or Secretary-Treasurer or other members of the Council whose term does not expire in the current year). 

5.4.23
The Policy and Planning Committee reviews Society operations and recommends changes to the Executive Council.  The committee shall: 

  • Study the critical issues facing the Society in the near term, including all issues referred to the committee by the Executive Council, and make recommendations regarding their resolution to the Executive Council. 
  • Recommend to the Executive Council specific projects to be undertaken by the Society during the president-elect's term as president. 
  • Recommend to the Executive Council the assignment of projects to standing and special committees, the formation of new committees, and the staffing of proposed projects and committees. 
  • Recommend to Executive Council changes to Operating Rules and amendments to Bylaws. 

5.4.23.1    
The committee shall present a progress report to Executive Council at the midyear meeting, and a final report at the annual meeting. The final report shall include recommendations for continuing or abandoning activities.  The incoming committee shall consider these recommendations in planning its activities. 

5.4.23.2    
The Policy and Planning Committee shall consist of the President-Elect (chair), the President, and the immediate-Past-President, and at least 3 members, each of whom shall serve 3-year terms.  The President-Elect shall be the chair and shall appoint 1 member, whose term shall coincide with the term of that President-Elect as they move through the sitting president positions (i.e., President-Elect, President, Immediate-Past-President).

Practitioner Professionals Committee

5.4.24    
The Public Outreach Committee conducts activities aimed at increasing the general public’s level of awareness of human factors/ergonomics and the Society.  This committee also guides the management company communications staff regarding press releases, social media, and other content to ensure technical/scientific accuracy, appropriateness, and relevance.  (See Chapter 13.)

5.4.25    
The Representatives and Liaisons Committee coordinates interactions between the Society and nongovernmental organizations, primarily professional societies.  As noted in Chapter 14, representatives can speak on behalf of the Society whereas liaisons are for reporting purposes only.  (For the government, the Government Relations Committee is responsible.) 

5.4.25.1    
The committee supports joint activities that benefit the Society, its members, and the profession, and minimizes opportunities for activities at cross purposes with others.  Those activities shall support the application of human factors / ergonomics knowledge, the educational/training and research missions of the Society, the employment of human factors /ergonomics professionals, and/or the promotion of the profession.  

5.4.25.2    
This committee shall (1) recommend the organizations with which representatives and liaisons are needed and the role the Society should have, (2) recommend candidates for those positions to the Executive Council, (3) monitor their activities, and (4) inform the Executive Council of the activities of representatives and liaisons and (5) provide feedback to them from Council.  

5.4.25.3    
The Committee shall be co-chaired by the President-Elect and a chair appointed by the President and shall include all representatives and liaisons.  The Executive Director shall be an ex-officio member.  For coordination, the Public Outreach Committee chair and the Government Relations Committee chair shall be invited to Committee meetings as deemed desired by the Representatives and Liaisons Committee co-chairs.

5.4.26    
The Scientific Publications Committee provides tactical support for the strategic plan for publications proposed by the Scientific Publications Division chair and approved by the Executive Council.  Activities include: (1) conducting surveys about publications, (2) reviewing proposals for new publications (books, series, journals, etc.), (3) reviewing and recommending appointment of new editors and reappointments of existing editors, (4) reviewing the performance of editors on an annual basis, (5) developing standardized policies and guidelines for publications, (6) evaluating the performance of publications, (7) discussing relevant legal issues relating to editorial decisions of publication editors, with major issues to be referred to the Executive Council, and (8) working with the Scientific Publications Division chair in implementing the strategic plan for the Scientific Publications Division. (See sections 8.5 and 8.6 for additional details.)

5.4.26.1    
The Scientific Publications Committee shall consist of the Publications Division Chair (serving as the Chair) and three members who, to the extent possible, are representative of the different entities within the Society (e.g., different disciplines; practitioners and academics).  The members shall be appointed from the Full Membership at large by the Chair of the Scientific Publications Committee and shall not serve simultaneously as editor-in-chief of a Society publication.  The Chair of the Scientific Publications Committee shall be a voting, ex-officio member.  The Society Executive Director and the Society management company Publications Manager shall be nonvoting, ex-officio members of the Scientific Publications Committee.  The editors-in-chief of Ergonomics in Design, Human Factors, Human Factors in Healthcare, Journal of Cognitive Engineering and Decision Making, those leading any Society book series, editors of any other regular periodicals published by the Society, shall be nonvoting, ex-officio members of the Scientific Publications Committee.  (See Chapter 8.) 

5.4.27     
The Societal Impact Committee (1) identifies 1-2 important societal issues per year which human factors/ergonomics can help resolve and, in doing so, advance the science and practice of human factors/ergonomics (including extensions to new applications), and (2) creates and monitors a subcommittee for each issue to develop and carry out projects to make progress on those issues.  To identify societal issues, the committee shall (1) create a process to solicit and vet suggestions, (2) identify a subcommittee chair, and (3) recommend the subcommittee size and qualifications for subcommittee members.  

5.4.27.1    
The Societal Impact Committee shall consist of (1) a chair or co-chairs, (2) 3 members of the Society representing industry, government, and academia, respectively, (3) a student member of the Society, (4) a member of the Outreach Committee as ex officio, and (5) a member of the management company staff serving as ex officio.  

5.4.27.2    
Subcommittees shall be multi-disciplinary and members can be from outside the Society.  With input from the Societal Impact Committee, the Government Relations Committee, relevant TGs, and social media, the Subcommittee chairs will generate an open call for subcommittee members with specific backgrounds.  Once formed, for each idea, the subcommittee will (1) determine how to make an impact on this topic (e.g., generate ideas for HF Prize, Student Chapter award, Society Plenary, special section of Human Factors, Government Relations Committee position statements, webinars, publications, pod casts, special meetings); (2) propose a project to the Executive Council; and (3) execute the project once approved by the Executive Council.  The subcommittee is project-based and will cease to exist when the project is complete.  

5.4.28    
Special meetings include conferences, symposia or workshops. The Special Meetings Committee (1) solicits topics for special meetings (2) creates or reviews meeting applications (including requests for joint meetings), (3) guides chairs and co-chairs of special meetings concerning special-meeting content, scheduling, and format, and (4) recommends to the Executive Council which meetings should be offered. (See Chapter 22.)

5.4.28.1  
The committee shall consist of (1) a chair, (2) a member of the Executive Council to be appointed by the president, (3) the current chair of the Annual Meeting Technical Program Committee, and (4) a member of the HFES staff serving as ex officio. 

5.4.28.2    
To support a smooth transfer of meeting supervision, 1 year prior to stepping down as chair of the Special Meetings Committee, the President shall appoint a new chair (with suggestions from the Special Meetings Committee current chair) and the new chair shall shadow the current chair for the next year. 

5.4.29    
The Student Affairs Committee coordinates, recommends policy for, and supports programs and services for students and student chapters.  The management company representative responsible for member services shall be a nonvoting, ex-officio member of the committee.  (See Chapter 6.)

5.4.30    
The Technical Standards Committee oversees all Society technical standards activities and makes recommendations regarding their policies and practices to Executive Council. (See Chapter 20.)

5.4.31    
The Webinars Committee (1) solicits topics and presentations for webinars, (2) generates ideas for webinars and recruits presenters for them, (3) clears webinar ideas with the Central Office staff, (4) coordinates the presentations of webinars with the Central Office staff, which includes the committee assisting with scheduling, promotion, practice sessions, and moderating the webinars.  The committee shall consist of (1) a chair, (2) 3 members of HFES representing industry, government, and academia, respectively, (3) a student member of HFES, (4) a member of the Education and Training Committee as ex officio, (5) the chair of the HFES Annual Meeting Technical Program Committee), and (6) a member of the management company serving as ex-officio.  At least 1 member of the committee shall have experience in webinar administration, speaker recruitment, or webinar delivery, as criteria for appointment to the committee.

5.4.32    
To support a smooth transfer of Webinars Committee supervision, 6 months prior to the current chair stepping down as chair of the Webinars Committee, the President shall appoint an incoming chair (with suggestions from the current Webinars Committee chair) and the incoming chair shall shadow the current chair for the next 6 months.

5.4.33    
The White Papers Committee produces white papers that summarize human factors/ ergonomics knowledge on specific topics to (1) shape future directions in research and practice and (2) promote the discipline’s involvement on human factors/ergonomics-relevant topics of high value to society.  The committee shall also create policies and procedures to solicit, review, approve, and distribute white papers.  

5.4.33.1    
The committee shall consist of at least 3 members, including the chair.  One White Papers Committee member shall be a member of the Government Relations Committee. 

5.4.33.2    
White papers are evidence-based documents, typically 2000-3000 words long, representing expert consensus on some topic.  As examples, topics could include design of autonomous vehicles for older adults and usability of health information technology.  White papers summarize existing knowledge and often recommend future directions in research, practice, and/or funding.  The audience will vary with the white paper, but can include scientists and practitioners inside and outside of the profession, funders, and the general public.  White papers shall be published on the Society web site, and as a quality check, should be published in a peer-reviewed scholarly publication. 

5.4.33.3    White papers can take a position, but should be written in such a way as to not be perceived as lobbying and thereby endanger the Society’s position as a 501(c)(3) corporation.  (See Articles of Incorporation, Section II.3.)  White papers are to be distinguished from Society Policy Statements, whose topics are often identified by the contracted government relations firm (Lewis-Burke) and Government Relations Committee members.  White papers taking a position shall be approved by the Executive Council, per the Bylaws (Article II, Section 7, Society Position Statements).  

5.4.33.4    
White papers shall be developed as follows:  

  • Step 1. The White Papers Committee, the Executive Council, the Government Relations Committee, Lewis-Burke, journal editors, or others identify candidate topics.
  • Step 2. The White Papers Committee selects a topic or topics based on their relevance to the Society and the profession; the timeliness of each topic; the state of knowledge on the topic; the resources available, in particular, technical experts; and other considerations.
  • Step 3. The White Papers Committee either directly recruits technical experts to write the white paper or has a sponsoring technical group recruit experts.
  • Step 4. The White Papers Committee or sponsoring technical group reviews the white paper, inviting expert peer reviewers when deemed appropriate; has the white paper revised as needed; and delivers acceptable white papers to the Executive Council.  If a white paper has bearing upon government relations, then review by the contracted government relations firm is advised.
  • Step 5. The Executive Council reviews the white paper, inviting expert peer reviewers when deemed appropriate; has the white paper revised as needed; and if the white paper takes a position, then per the Bylaws (Article II, Section 7), the Executive Council shall approve it.
  • Step 6. Working with the management company and others, the white paper is distributed.
5.5  Committee Chairs

5.5.1    
Committee chairs organize the work of their committees. This includes seeing that both ongoing activities and strategic initiatives requested by the Executive Council are completed on schedule, on budget, and at the desired quality level.  Some specific activities include (1) guiding, assigning, or personally completing work requests, (2) setting up group meetings, (3) adding or deleting members to assure the necessary members are present to carry out the work program and provide diversity, (4) reporting on their activities to central office and the Executive Council, (5) requesting funds for the activities of their groups and verifying that those funds are spent wisely, and (6) representing the full group’s views to others.
    
5.5.2    
Except as otherwise provided in the Bylaws, the President shall select committee chairs with the advice and consent of the Executive Council.  Committee Chairs shall serve from the time of their appointment until completion of the term of the President who appoints them.  For continuity, committee should serve for multiple years.  If a committee chair (1) resigns, (2) becomes ineligible after starting a term in office, or (3) is no longer able to perform their duties, a substitute shall be appointed by the President.  

5.6  Task Forces 

5.6.1    
The president shall appoint chairs (or co-chairs) of task forces and shall specify the duties, authority, and assignment to divisions of these groups, all with the advice and consent of the Executive Council.  In general, a task force authorized by the President shall have a timeline that coincides with the President’s term of office.  At the end of that President’s term, the task force shall be either (1) formally continued by the next President, (2) subsumed into an existing committee, (3) transitioned to committee status, or (4) terminated. 

5.6.2    
Between Executive Council meetings, the President can authorize the formation of task forces with the advice and consent of the Executive Committee.  The President shall request the Council's advice and consent for this authorization at the Council's next regularly scheduled meeting. 

5.6.3    
For each new task force, the President shall specify: (1) charge (mission, scope, and constraints), (2) support (resources needed, including financial and human resources (e.g., specific expertise, number of volunteer hours)), (3) deliverable(s) (work products and their due dates, and (4) measurable outcomes (the conditions of successful completion of the charge). 

5.7  Task Force Chairs

5.7.1
Task force chairs organize the work of their task forces. This includes seeing that both ongoing activities and strategic initiatives requested by the Executive Council are completed on schedule, on budget, and at the desired quality level.  Some specific activities include (1) guiding, assigning, or personally completing work requests, (2) setting up group meetings, (3) adding or deleting members to assure the necessary members are present to carry out the work program and provide diversity, (4) reporting on their activities to the President, the Executive Council, and the management company, and (5) requesting funds for the activities of their groups and verifying that those funds are spent wisely, and (6) representing the full group’s views to others. 

5.7.2    
The President shall select task force chairs with the advice and consent of the Executive Council.  Committee and task force chairs shall serve from the time of their appointment until completion of the term of the President who appoints them.  For continuity, committee and task force chairs should serve for multiple years. 

5.7.3    
If a task force chair, or division chair (1) resigns, (2) becomes ineligible after starting a term in office, or (3) is no longer able to perform their duties, a substitute shall be appointed by the President.  

5.8  Reporting

Each committee, task force, and division chair shall submit a report in electronic format to the Executive Director at a time to be specified by the executive director in advance of the annual meeting and the midyear meeting of the Executive Council.  Committee and task force chairs and division chairs shall circulate their reports to their members.  Those reports shall list (1) the membership of each group reporting and the chair, (2) the major completed and planned activities and their alignment with strategic objectives, (3) measurable outcomes (if possible), (4) expenditures and requests for funding, (5) the number of volunteer hours associated with each activity.
 

RELEVANT BYLAWS: ARTICLE IV, Sections 2-4

Section 2.     Local Chapters

The Executive Council authorize the establishment of local Chapters, subject to any conditions adopted by Council.

All Full Members of a local Chapter shall be Full Members of the Society. A Chapter establish other classes of Chapter membership in accordance with Chapter Bylaws, and qualifications for these classes of membership must be approved by the Executive Council of the Society.
    
Section 3. Student Chapters

Any Full Member of the Society who is directly affiliated with an academic institution of higher learning approved by the Executive Council may, upon written request, be authorized to form a student group to be known as “The (name of institution) Human Factors and Ergonomics Society Student Chapter.” Any student currently enrolled in good standing in the institution shall be eligible for membership.

Section 4. Chapter Bylaws and Reports

The Bylaws of all Chapters shall be compatible with the Articles of Incorporation and Bylaws of the Society, and must be approved by the Executive Council of the Society. Each Chapter shall keep records of all money received and paid and shall submit to the Central Office an annual financial report, a roster of current members, and a brief written report of its activities within one month following the end of the fiscal year.

6.1  Definitions

6.1.1    
A local chapter is defined as a group of individuals employed or otherwise interested in the field of human factors/ergonomics who wish to organize for professional purposes within a defined geographic area. 

6.1.2    
A student chapter is defined as a group of students and other college or university affiliates (e.g., faculty and staff) who wish to organize for the purposes of promoting interest and education in the field of human factors/ergonomics within a defined academic community. 

6.1.3    
The use of the term chapter in the following rules refers to both local and student groups. Operating rules specifically applicable to a particular group are referenced with the terms local or student in all cases. 

6.2  Chapter Application 

6.2.1    
To be eligible for consideration as a local chapter in a “High Income” economy (based on the World Bank classification of economies), a group shall have enrolled no fewer than 15 charter members, of whom no fewer than 5 shall be Full Members of the Human Factors and Ergonomics Society. 

6.2.1.1    
To be eligible for consideration as a local chapter in an “Upper, Upper Middle, Lower Middle, and Low Income” economy (based on the World Bank classification of economies) a group shall (1) have enrolled no fewer than 10 charter members, all of whom shall be members of the Human Factors and Ergonomics Society, (2) agree to electronic-only delivery of Society publications, (3) have at least the officers of president, secretary, and treasurer (all voting or associate members), and (4) submit a sample set of bylaws.

6.2.2 To be eligible for consideration as a student chapter, a group shall (1) have received permission to organize from its host institution (i.e., college or university), (2) have a faculty advisor who is a Full Member or Fellow of the Society,  (3) typically have enrolled no fewer than 15 charter members, (4) have at least the officers of president, secretary, and treasurer, (5) have the president, treasurer, and one other officer be HFES student affiliate members, and (6) submit a set of bylaws.  Note: nonstudents (alumni, local professionals, etc.) can join the chapter. Under certain circumstances (e.g., coming from a small program or developing country), chapters may be approved with fewer charter members upon request and approval from the Student Affairs Committee. 

6.2.2.1 
To be eligible for consideration as a student chapter in an “Upper, Upper Middle, Lower Middle, or Low Income” economy (based on the World Bank classification of economies, a group (1) shall have received permission to organize from its host institution (i.e., college or university), (2) have a faculty advisor who is a Full Member of the Society member, (3) shall have enrolled no fewer than 7 charter members, all of whom shall be members of the Society, (4) agree to electronic-only delivery of Society publications, (5) have at least the officers of president, secretary, and treasurer and (6) submit a simple set of bylaws.  Nonstudents (alumni, local professionals, etc.) can join the chapter.  The chapter is eligible for Society student chapter funding

6.2.3    
To apply to be a chapter, submit an application letter on letterhead to the chair of the Chapter Affairs Committee, via the Central Office.  Include the following supporting information:

  • A complete, current membership list of the prospective chapter including, for each charter member, and for student chapters, the faculty adviser: name, postal mailing address, email address, phone number, employer or academic affiliation, and membership class in the Society (i.e., Full Member, Affiliate, or non-affiliated).
  • The proposed Chapter Bylaws, with the last page bearing the signatures of those members of the local group who have subscribed to and approved them, and the date of approval.  Models for Bylaws shall be provided by the Chapter Affairs Committee.
  • A complete list of the interim officers and appointed chairs, with the name, office, email address, and date of election or appointment; and the proposed schedule for nominating, electing and installing officers for the first year of chapter operations.  This shall be modeled after the example in the Human Factors and Ergonomics Society Chapter Organizational Guide.
  • A specification of the geographic area or academic community that the proposed chapter shall serve and the principal address for correspondence with the chapter. 

6.2.4    
The Chapter Affairs Committee shall review the application to verify that formal requirements have been met.  The Chapter Affairs Committee shall assist the group with advice, recommendations, or direction.  When the formal requirements have been met, the Chapter Affairs Committee shall forward the application to the Executive Council, with a recommendation for action, within 30 days of its receipt.  If the committee fails to do so, the proposed chapter can appeal directly to the Executive Council (by contacting the Central Office).

6.2.5    
The Executive Council can decide upon the application at any time after its receipt at the Central Office.  If the Council receives the recommendation of the Chapter Affairs Committee at least 30 days before a Council meeting, it shall vote on the application at that meeting. 

6.3  Application Approval

6.3.1     
When the Executive Council approves the application of a proposed chapter, the approval shall be either unconditional or 12-month provisional.

6.3.2    
With the unconditional approval, all the requirements of the Operating Rules, Section 6.2, have been met and the reviews by the parliamentarian and the Chapter Affairs Committee have found no discrepancies in the supporting information. After an unconditional approval, the Chapter Affairs Committee shall forward all the application materials to the Central Office for archiving.

6.3.3    
With a provisional approval, all the requirements of the Operating Rules, Section 6.2, have been met, but the review by the Chapter Affairs Committee have found some minor discrepancies such as ambiguous bylaws, inappropriate chapter name.  After all the discrepancies have been corrected, the Chapter Affairs Committee, shall forward all the application materials to the Central Office for archiving.  During the 12-month period, the provisionally approved chapter shall be entitled to all the rights and privileges afforded a chapter of the Society.

6.3.4    
A provisionally approved chapter shall have 12-months to correct the discrepancies.  If the discrepancies are not corrected, the provisional approval shall expire.  The forming group can reapply for approval as a new chapter at any time.

6.4  Chapter Operation

6.4.1
The current treasurer and 1 other elected officer of a local chapter shall be a Full Member of the Society. 

6.4.2    
After a chapter is formed, any subsequent change in chapter bylaws shall be approved by the Executive Council of the Society, and accordingly, changes to the bylaws are not considered routine, nor are departures from them appropriate, just like the U.S. Constitution.  The chapter shall notify the Council of proposed changes.  If this notification is received 30 days or more before a Council meeting, the Council shall consider the proposed changes at that meeting.  If notification of proposed changes is received less than 30 days before a Council meeting, the Council defer consideration of the changes until its next meeting.  Just as with the Society, chapters should find having operating rules useful to cover more routine operations and create them.

6.4.3    
According to the Society Bylaws, each chapter shall submit a financial report to the Society no later than 1 month after the end of the Society's fiscal year; i.e., by February 1.  This report shall be prepared according to the specifications of the Chapter Affairs Committee, which shall notify the chapter presidents of the appropriate format by January 1 each year.  In addition to this financial report, each chapter shall submit an annual report at the same time to the Executive Council.  This report shall include: 

  1. A copy of the chapter's input to the Directory and Yearbook, including a list of current officers and a review of the year's activities. 
  2. A current membership list, including each member's name, preferred postal mailing address, email address, employer or academic affiliation, and membership status in the chapter. Chapters are obligated to provide contact information for members of the chapter who are not members of HFES. Chapters who refuse to do so may be delisted from the Directory and Web site at the discretion of the Executive Director.
  3. Any other information the chapter wishes to report. 

6.4.4    
Each chapter shall notify the Central Office and the chair of the Chapter Affairs Committee Chair within 10 days whenever new chapter officers are elected or appointed, and whenever the chapter mailing address is changed.  If these changes occur at the time the annual report is filed, explicit attention shall be drawn to them.  In the case of student chapters, this shall be the responsibility of the advisor.

6.4.5    
Each chapter shall send 1 copy of each publication issued by the chapter to the Central Office, and 1 copy to the chair of the Chapter Affairs Committee.  Chapters are encouraged to exchange publications with each other.

6.4.6   
Each chapter shall send the communications director copies of all announcements and reports of meetings, programs, other activities, and additional news that may be of interest to the entire Society membership.

6.4.7    
Chapters are encouraged within the limits of their resources and with the approval of the Technical Program Committee, to sponsor symposia, workshops, or invited speakers at the annual meeting of the Society. 

6.4.8    
A fund is established to encourage program activities in the student chapters.  Possible activities include inviting outside speakers, conducting field trips, and presenting interdisciplinary symposia.  Supported activities shall benefit a majority of the members of a student chapter. I n each academic year, each student chapter shall have a fixed limit on funds, set by the Executive Council, to be used in support of any such activities.  Within this limit, a chapter's support may be spent on 1 event, or distributed across several events.  (See also Section 6.4.9).  Applications for these funds shall include an outline plan and budget, and shall have the prior written endorsement of the chapter advisor and approval of the chair of the Student Affairs Committee.  Upon approval, the chair of the Student Affairs Committee shall notify the benefiting chapter and the executive director.  The Executive Director shall then release the funds to the student chapter.  Chapters shall submit a brief written report and financial accounting to the Student Affairs Committee Chair after each activity supported by this program.

6.4.8.1    
Expenses for student chapter program activities shall be reasonable.  These expenses can include: travel and related expenses (e.g., lodging, meals), for the speaker, meeting room costs, refreshments for the breaks of a chapter-sponsored symposium, and car/van rental costs for field trips.  Expenses related to the annual meeting, in particular travel, are excluded (see 9.6) as the purpose of the funds is to encourage program activities with the maximum participation by the student members.  In addition, other means (e.g., serving as a volunteer at the annual meeting, school funds, etc.) are available to defray costs associated with attendance at the annual meeting.

6.4.8.2    
Reimbursable travel expenses include transportation and room expenses only.  Food and miscellaneous expenses are explicitly excluded.  Transportation expenses are limited to airfare (lowest available fare given schedule constraints), car expenses (the IRS-approved mileage rate) for private car, or rental car costs, and public transportation (buses, trains, etc.).  Car expenses shall not to exceed the lowest available airfare.  Travelers are expected to plan ahead and take advantage of the most economical airfares.  Room expenses are limited to the meeting's single room rate, or actual room rate, whichever is less.

6.4.9     
When there are funds set aside by the Executive Council for use by student chapters that have not been allocated to specific chapters, student chapters can request up to an additional $500 from the Student Affairs Committee.  The application is to be received by the Student Affairs Committee chair by October 1.  Requests for these additional funds may be made each year that money is available.  The dollar amount in the budget line for student chapter support is determined by the total number of student chapters multiplied by the maximum allowable funding per chapter ($500) multiplied by 0.75.  The Executive Director should use discretion to allocate more, up to $500 per student chapter.

6.4.10    
To encourage student chapter participation at the annual meeting, free exhibit space shall be set aside for student chapters.  The Student Affairs Committee chair shall be responsible for coordination and staffing of the student chapter exhibit area.  Student chapters that plan to exhibit need to contact the Student Affairs Committee chair at least 1 month prior to the annual meeting.  Chapters that do not notify the Student Affairs Committee chair by that date shall not be allowed to exhibit in the free area.

6.5    
Disaffiliation
 
6.5.1    
The Executive Council can terminate the affiliation of a chapter (1) for failure to submit annual and financial reports for 2 or more years in succession, (2) for failure to comply with its own chapter Bylaws, (3) disaffiliation with its host institution (student chapters only), or (4) conduct prejudicial to the interests and objectives of the Society.  The Chapter Affairs Committee or Student Affairs Committee shall bring to the attention of the Executive Council any available information relevant to such a decision. 

6.5.2    
A chapter initiate disaffiliation by formal request to the Chapter Affairs Committee or Student Affairs Committee, as applicable, sent via the Central Office, signed by a majority of the current chapter officers, and the advisor in the case of student chapters.  This request shall include a copy of notification to the membership that disaffiliation is being requested. The Chapter Affairs Committee or Student Affairs Committee shall review such a request, and then forward it along with relevant information and appropriate recommendations to the Executive Council for a decision. 

6.5.3    
Following a vote of disaffiliation by the Executive Council, all officers of the chapter being dissolved (and the adviser in the case of student chapters) shall be notified of the decision in writing by the chair of the Chapter Affairs Committee or Student Affairs Committee. An announcement shall also be published in the Bulletin.  This announcement shall include a description of the appeal process.  If 5 chapter members, and the faculty advisor in the case of student chapters, request reconsideration within 30 days of the Bulletin announcement, the chair of the Chapter Affairs Committee or Student Affairs Committee shall inform the President of the Society.  The President shall appoint 3 members of the Executive Council, preferably from areas other than that of the chapter, to review the case. These 3 Council members shall make their recommendation to the Executive Council within 30 days of that review.  If they recommend reconsideration, the Executive Council shall make a final decision at its next regular meeting. 

6.6  Code of Ethics

Chapters shall not have individual, formal codes of ethics. (See 2.2.)

6.7  Local Chapter Distinguished Service Award

6.7.1    
The Local Chapter Distinguished Service Award is a committee-level award, administered by the Chapter Affairs Committee. This award is presented at the business meeting of the Chapter Affairs Committee at the Annual Meeting.")  See Section 12.5.5

6.7.1.1    
The Local Chapter Distinguished Service Award shall consist of funds for the winning chapter.  The winning chapter can use these funds for any purpose its membership wishes. Examples include helping meet expenses for guest speakers and subsidizing student local chapter dues.  The Award shall be funded through the Society. 

6.7.2  Chapter Award Criteria

6.7.2.1
Chapters can become eligible for the Best Chapter Award in 4 ways.

6.7.2.2
Way #1:  The chapter engaged in a human factors/ergonomics-related service activity to foster human factors/ergonomics in the local community where recipients of the service were not affiliated with the discipline.

Examples (non-exhaustive list) Criteria

Offering free workshops to people to help them configure their workstations better.

The chapter engaged in an activity to increase human factors knowledge in the local community.

Giving a talk to a group about HF/E-related topics to help improve their lives in some way.  

The activity impacted a member of the community not affiliated with the Society (e.g., a local school or business).

Sponsoring or co-sponsoring a conference held to for the direct benefit of the members of the local community.

The activity was voluntary and no payment was received.

Developing a community relations subcommittee to plan and execute such activities with some regularity. 

 

6.7.2.2

Way #2:  The chapter engaged in a non-HF/E-related service activity to increase awareness of HF/E in the local community where recipients of the service were not affiliated with the discipline.

Examples (non-exhaustive list) Criteria

Participating in a Habitat for Humanity project where chapter members talk about HF/E to the other people involved in the project and/or wear HF/E shirts to raise awareness of HF/E.

More than 50 % of the membership participated in a non-HF/E philanthropic act to foster awareness of human factors in their local community.

Participating in a walk for a cause where everyone wears HF/E shirts so other people in the walk, and potentially the media, see the shirts, and thus, the presence of HF/E in the activity and the community.

The activity impacted a member of the community not affiliated with the Society (e.g., a charitable organization).

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The activity impacted a member of the community not affiliated with the Society (e.g., a charitable organization).

6.7.2.4
Way #3:  The chapter engaged in an HF/E-related service activity to increase student knowledge and/or involvement in HF/E. 

Examples (non-exhaustive list) Criteria

Sponsoring joint meetings with nearby student chapters.

The chapter developed a student interaction subcommittee to plan and execute activities that directly benefit students of HF/E.

Sponsoring HF/E field trips that include students

The activity impacted a student member of the HF/E community.

Providing scholarships to HF/E students.

The activity was voluntary and no payment was received.

Sponsoring a career workshop to HF/E students. 

 

Sponsoring a conference to benefit HF/E students

 

6.7.2.5

Way #4:  The chapter had a high degree of presence and contribution to the HFES annual meeting.

Examples (non-exhaustive list) Criteria

A large percentage of members attended the meeting.

The chapter significantly contributed to the annual meeting.

A large percentage of members presented in the technical program (such as panels, papers, and symposia).

The activity was voluntary and no payment was received specifically for presenting work. Members who conduct workshops would be excluded because of this criterion. Members who receive financial support from their employer to travel to the conference would not be excluded unless they were required by their employer to present the work. 

6.7.2.6
Of these four ways, the first and third would receive greater weight than the second or fourth.

6.7.3
Chapter Award Proposal

6.7.3.1    
The Chair of the Chapter Affairs Committee shall email a solicitation for nominations to the Chapter Presidents and their faculty adviser.  Local chapters shall then email the Chair a proposal that documents the activity and under what criteria category or categories (1, 2, 3, and/or 4) the chapter believes their submission falls.  The proposal is limited to 1 page per criteria category per activity. Accompanying the proposal should be supporting documentation (no page limit) containing pictures, letters from recipients in the community who benefited from the chapter’s activity, newspaper clippings, or even a video recording if the activity made the local news, etc.  

6.7.3.2  
 Chapter Award Committee - After receiving submissions, the Chair shall appoint a subcommittee to select the winning submission.  The following rules are used to form the subcommittee, formed anew each year:

  • The subcommittee is formed only after all submissions are received.
  • No more than 1 member from a single local chapter can serve on the subcommittee.
  • One member of the subcommittee shall be a Society member who is not a member of a local chapter.
  • The subcommittee shall consist of 5 voting members, plus the Chair who shall serve as an ex-officio, non-voting member.

6.7.4    Chapter Award Timeline and Procedures 

Chapter Award Timeline and Procedure
April The solicitation for submissions is distributed via email.  This solicitation shall include the award criteria, the materials to be included in the nomination submission, the size of the award, the timeline for events, and the due date for nomination materials.
November The Chair shall send out a reminder.  
December Submissions should be received by December 10.
January The Chair shall form the selection subcommittee according to its formation criteria.
March The subcommittee shall select a winning chapter.  The Chair shall notify the current president and immediate past president of the winning local chapter, as well as the current secretary of that chapter, by email.  The immediate past president of the local chapter shall be asked to attend the next HFES annual meeting to receive the award on behalf of the chapter.  Announcement of the award-winning chapter, along with a short article detailing its winning activity, would appear in the Bulletin and on the HFES website.
April A solicitation for nominations shall be sent for the next year’s award, and a blurb shall be included describing what the previous winning chapter did.
Sept/Oct The award shall be given at the Council of Chapter Presidents' meeting at the Annual Meeting with the check for the award presented to the Past-Chapter President under which the winning chapter activity was performed.  Also, members of the winning chapter shall be asked to stand up and be recognized. The Past President of the winning chapter shall also be invited to the Council of Chapter Presidents' lunch.

RELEVANT BYLAW:  ARTICLE V – MEETINGS

Section 1. The Annual Meeting of the Society shall be held at a time and place designated by the Executive Council. There shall be a business meeting of the Society during the Annual Meeting.

7.1  Roles and Responsibilities

Responsibility for the successful conduct of the annual meeting of the Society is shared by several offices and committees of the Society.  Participants and principal responsibilities are as follows: 

  • The Meetings Policy Committee - See Section 5.4.13.
  • The Technical Program Committee (TPC) – See Section 5.4.22 and Chapter 18. 
  • When applicable, the Host Committee coordinates local arrangements (such as tours and special events) with the professional meeting planner and the Central Office staff.  The chair of the Host Committee is responsible for monitoring compliance to the host committee handbook.  The Host Committee’s subcommittees ordinarily shall be:  Local Arrangements (including, for example, local arrangements and media relations), Tours, Special Events, and Sponsorships.  The Host Committee shall include those subcommittee chairs and a representative to the Technical Program Committee.  (See Chapter 18.)  Not all annual meetings shall have a host committee.  The Executive Council shall decide when a host committee is necessary.
  • The Host Committee chair shall be chaired by a non-student member. Members of the Host Committee must be current members of HFES and may include student members.
  • The Central Office staff is responsible for the overall supervision and management of the annual meeting, the scheduling and monitoring of deadlines, and the production of meeting publications, including proceedings, registration materials, call for papers, and program brochure.  The staff shall supervise the Society Placement Center at the annual meeting. The executive director, with the approval of the Executive Council, shall select and negotiate contracts with a professional meeting planner.  The Central Office staff, with the assistance of the professional meeting planner, shall prepare a handbook that includes deadlines, for the milestones, roles, and responsibilities of the Host Committee.    
  • The Professional Meeting Planner is responsible for all contractual negotiations for hotel rooms, meeting rooms, and special events.  This shall include, but not be limited to, arranging necessary logistic support for the annual meeting, interfacing between the Society and the hotel/conference center being used for the annual meeting, consulting regularly with the Central Office staff, the Host Committee, and the Technical Program Committee.  The meeting planner shall have a fiduciary responsibility to the Society and as such shall handle accounting for the meeting within approved budget limits.  This includes the receipt and disbursement of funds and control of registration.
  • The Executive Council is responsible for approval of policies, budgets, contracts, and schedules.  It can specify additional requirements for any aspect of the annual meeting.
7.2  Finances

7.2.1     
The Executive Director, in consultation with the professional meeting planner, shall prepare a budget for approval by the Executive Council.  The Executive Council shall approve the initial budget for the annual meeting and any subsequent revisions.

7.2.2    
The Executive Council shall authorize the advance of money to the professional meeting planner to cover expenses in planning, organizing, and producing the annual meetings.

7.2.3    
The Professional Meeting Planner shall establish a checking account in the name of the Human Factors and Ergonomics Society Annual Meeting as an aid in handling and accounting for funds.  Checks in excess of $5,000 written against this account shall be co-signed by the Executive Director.

7.2.4     
A financial accounting of the annual meeting shall be made by the Professional Meeting Planner to the Executive Director within 2 months after the close of the annual meeting.  Any surplus shall be submitted at that time to the Executive Director.  

7.2.5    
Registration fees for the annual meeting shall be proposed by the Executive Director in consultation with the Professional Meeting Planner and shall be reviewed and approved in advance by the Executive Council.  Members of societies affiliated with the International Ergonomics Association shall be charged Society member rates for annual meeting registration.

7.2.6     
The host committee chair shall be chaired by a non-student member. Members of the Host Committee must be current members of HFES and may include student members. The committee chair shall be provided with complimentary full Annual Meeting registration, while committee members shall be provided complimentary half Annual Meeting registration (pending recommendation of the Committee Chair), exclusive of add-on registration options except for activities they organize and lead (technical tours, fun runs, etc.).

7.2.7    
Industry sponsorship shall be accepted for events held in connection with the annual meeting.  Such sponsorship can consist of the donation of equipment, software, personnel, space, transportation, or money.  Such sponsors shall be recognized in the program brochure and in other appropriate ways as determined by the executive director.  Potential sponsors shall be asked to contact the Society through the Executive Director, who shall make decisions about the appropriateness of the sponsorship, with input from the Executive Council.

7.2.8    
The committee chair shall be provided with complimentary full Annual Meeting registration, while committee members shall be provided complimentary half Annual Meeting registration (pending recommendation of the Committee Chair), exclusive of add-on registration options except for activities they organize and lead (technical tours, fun runs, etc.).

7.3  Exhibits

7.3.1    
Space for commercial exhibits may be provided on uniform terms determined in advance by the Professional Meeting Planner, and the Central Office staff.

7.3.2    
Fees for exhibitors shall be established by the Executive Director in consultation with the professional meeting planner and with the approval of the Executive Council.  The Executive Director waive or reduce fees for purely scientific and technical exhibits, for governmental agencies, and other similar professional societies. Receipts should exceed expenses.  
 
7.3.3    
There shall be an exhibit space available for student chapters to promote the educational programs at these institutions and for the following year’s host committee, when applicable.  (See 6.4.10).

7.3.4    
The Society reserves the right to require the immediate withdrawal of an exhibit if majority of Executive Council members in attendance believes the exhibit could be injurious to the purposes of the Society.

7.4  Free Registrations

7.4.1     
Free registrations may be extended as noted in this section.

  • A free registration is limited to free attendance at all regular sessions of the meeting and a complimentary electronic copy of the Proceedings of the meeting.  Free attendance at a special event shall be provided only if the person is a key participant (speaker, panelist) at that event.  All other meeting expenses are excluded. 
  • The Executive Director can provide free registrations to members of the press and representatives of other media, and others, as appropriate.
  • Student volunteers at the annual meeting not associated with the host committee shall have their regular registration fees reimbursed following the meeting. Students who work 8 hours shall have 100% of their fees reimbursed; students who work for 4 hours shall have 50% of their fees reimbursed.

7.4.2    
Registration fees can also be waived for the Technical Program Committee Chair.

7.4.3  
If Executive Council members, Division Chairs, and Editors of Society journals attend Annual Meeting events they shall attend in person (opening reception, Society Business Meeting) plus others determined by the President, then the Executive Council can waive or allow reimbursement of those registration fees.  See Articles of Incorporation, Section II.4 and Operating Rules, Sections 9.6, 9.7, and 15.4.2.

7.5  Scheduling

7.5.1   
The annual meeting of the Society shall be held in September or October, on dates to be proposed by the professional meeting planner and approved by the Executive Council. The meeting usually shall be conducted on a Monday through Friday, with Executive Council business meetings scheduled on the preceding Saturday and Sunday.
    
7.5.2    
The Executive Director and the Professional Meeting Planner shall recommend future annual meeting sites for the Executive Council for approval. 

7.5.3    
In the event of war, terrorism, natural disaster, or other unforeseen event, the Society's Executive Director, in consultation with the Society Executive Committee, is empowered to make decisions regarding cancellation or postponement of the Annual Meeting or other scheduled meetings for which the Society has contractual obligations.

7.6  No Smoking

7.6.1    
Smoking shall be prohibited at all indoor annual meeting functions, including technical sessions, business meetings, and social events.

7.7  Permission to Record

No person shall be allowed to record or broadcast video or audio from any session or portion of a session at the annual meeting without the permission of the speaker(s) and the Society.  Permission from the Society is granted by the Executive Director in consultation with the President and the Technical Program Committee.
 

8.1  General Policy

8.1.1     
All Society publications shall be operated to further the aims of the Society, as expressed in the Articles of Incorporation, Article II.

8.1.2    
Only publications that have been authorized by the Executive Council shall be considered official publications of the Society.

8.1.3    
All publications authorized by the Executive Council shall be operated in accordance with the Operating Rules of the Society.

8.1.4    
The continuing publications authorized by the Executive Council are:

  • Human Factors: The Journal of the Human Factors and Ergonomics Society
  • Journal of Cognitive Engineering and Decision Making
  • HFES Bulletin
  • Ergonomics in Design: The Quarterly of Human Factors Applications
  • Proceedings of the Human Factors and Ergonomics Society Annual Meeting
  • Proceedings of the HFES International Symposium on Human Factors and Ergonomics in Health Care
  • Users’ Guides on Methods in Human Factors and Ergonomics
  • Human Factors in Healthcare
8.2  Society Web Site

8.2.1    
The Society Web site shall be operated to further the aims of the Society, as expressed in the Articles of Incorporation, Article II.

8.2.2    
The Scientific Publications Committee, in consultation with the Scientific Publications Division chair, shall develop policies regarding content of the HFES Web site and make recommendations to Executive Council.

8.3  Content Policy and Frequency of Publication

8.3.1    
Human Factors shall be published 12 times per year, with flexibility to adjust to changing landscape of digital access so as to be in line with journals of similar content and stature.  Human Factors shall publish original papers of scientific merit that contribute to the understanding of human factors/ergonomics and that advance the consideration and practice of the discipline.  Human Factors shall feature articles on methodology and procedures, literature reviews, technical research results of broad scope, articles on research applications, and articles of general professional interest. 

8.3.2    
The HFES Bulletin shall be published on-line at necessary regular intervals.  The Bulletin shall feature timely news of conferences, elections, publications, employment opportunities; committee, chapter, and technical group activities; editorials, letters to the editor; and other material deemed suitable by the Publications Manager, Executive Director, and Scientific Publications Committee. 

8.3.3    
Ergonomics in Design shall be published at least quarterly.  Ergonomics in Design shall focus on the application of human factors/ergonomics research in all areas and shall include articles concerned with the usability of products, systems, tools, and environments.  It shall contain articles, case studies, commentaries, debates, and book and product reviews. Articles, case studies, anecdotes, debates, and interviews should focus on the way in which HF/E research and methods are applied in the design, development, prototyping, test development, training, and manufacturing processes of a product or system.

8.3.4    
The Annual Meeting Proceedings shall be published prior to each annual meeting.  The Annual Meeting Proceedings shall be produced from unedited, production-ready copy submitted by the authors after authors receive reviews or comments.  Each paper presented at the annual meeting shall be represented by a full article, by an abstract, or, by title and author.

8.3.5    
Journal of Cognitive Engineering and Decision Making (JCEDM) shall be published at least quarterly.  JCEDM shall publish original papers of scientific merit that contribute to the understanding of human cognition in real-world settings and the application of this knowledge to the design and development of systems.  JCEDM shall feature articles on case studies, advances in theory and integration of research findings, developments in research methods, cognitive modeling, and empirical and experimental studies.   

8.3.6    
The Proceedings of the HFES International Symposium on Human Factors and Ergonomics in Health Care shall be published annually.  The Health-Care Symposium Proceedings shall be produced from unedited, production-ready copy submitted by the authors.  Each paper presented at the annual meeting shall be represented by a full article, by an abstract, or, by title and author.

8.3.7    
Volumes in the Users’ Guides on Methods in Human Factors and Ergonomics series shall be published on a regular basis.  This series shall be designed to serve the information needs of researchers, practitioners, and students in graduate and advanced undergraduate classes.

8.3.8    
Human Factors in Healthcare articles shall be published online on a rolling basis. Human Factors in Healthcare shall publish original research and applied articles focusing on human factors and ergonomics in healthcare. Human Factors in Healthcare shall feature articles that extend beyond what is considered traditional research articles to include best practices, methods, embedded human factors, usability testing, industry perspectives, practitioner and regulator perspectives, lessons learned, contextual inquiry, or calls for efforts on emerging topics. 

8.4  Executive Council Authority and Responsibilities

8.4.1    
The Executive Council shall be responsible for oversight of all Society publications. With input from the management company Publications Manager, Scientific Publications Committee, Scientific Publications Division chair, and the respective editors in chief, the Executive Council shall establish overall publications policies (publisher, page limits, frequency) and editorial policies (selection procedures for editors and specification of their terms) for each publication. The editor in chief of each publication is responsible for all editorial decisions including the review process, selection of editorial board, and criteria for manuscript acceptance, and will be consulted on any changes to the format and appearance of the journal.

8.4.2   
The Executive Council shall approve all editors, with a majority of those voting being required.  

8.4.3   
The Executive Council shall approve the budget for all publications with input from the management company Publications Manager, Scientific Publications Committee, and the Scientific Publications Division chair.  

8.5  Scientific Publications Committee Authority and Responsibilities

8.5.1    
The Scientific Publications Committee responsibilities and membership are described in section 5.4.18.  

8.5.2    
The Scientific Publications Committee shall recruit candidates and recommend the appointment of editors of all publications.  The Scientific Publications Committee shall (1) identify the potential editors (with the assistance of current editors, editorial boards, and advisory boards), (2) conduct a thorough review of their qualifications and/or performance, and (3) provide a recommendation to the Executive Council as to who should be the editor for each publication.  

8.6  Scientific Publications Division Chair Authority and Responsibilities

8.6.1 
The Scientific Publications Division chair (under the guidance and direction of the Executive Council) and in consultation with the Scientific Publications Committee shall (1) provide guidance to the management company Publication Manager and Scientific Publications Committee regarding all publications (including the HFES web site), (2) develop plans and processes that link publications to the Society’s strategic plan, (3) set the yearly agenda, (4) prepare a report on the strategic and annual agenda and the status of each publication for presentation at the midyear and annual meetings of the Executive Council, and (5) serve as a liaison from the Executive Council to the Scientific Publications Committee and editors of the journals of the Society.  The midyear and annual report should include all committee activities such as publication performance surveys, editor performance evaluations, publication proposals, and recommendations for new editors.

8.7  Management Company Publications Manager Authority and Responsibilities

8.7.1    
The Publications Manager shall be responsible for the business management of all Society publications, including but not limited to, implementation of strategic plans and other planning, budgeting, scheduling, production, distribution, marketing, and promotion.

8.7.2    
The Publications Manager shall cooperate closely with the chair of the Scientific Publications Division chair, the Secretary-Treasurer, the Executive Director, editors, and other publications personnel at all times because of the financial implications of all publication operations.

8.7.3    
The Publications Manager shall copyright all Society publications and authorize permission to reprint from publications copyrighted in the name of the Society.

8.7.4    
The Publications Manager, in consultation with the Executive Director, Scientific Publications Division chair, and chair of the Scientific Publications Committee, shall set subscription rates, advertising rates, and prices for all Society publications.

8.7.5    
The Publications Manager shall prepare a report of publications staff activities and any necessary budget requests in support of all Society publications for submission to the midyear and annual meetings of the Executive Council.

8.7.6    
The Publications Manager, under the supervision of the Scientific Publications Committee, shall prepare specifications and publication manuals for all Society publications.

8.7.7    
The Publications Manager shall periodically conduct an external scan of publications and communications practices in other similar organizations and provide input to the Scientific Publications Committee, Scientific Publications Division chair, and Executive Council, among others.

8.7.8    
The Publications Manager shall periodically obtain bids for services to ensure that expenses are in line with budgetary and strategic guidelines.

8.7.9    
The Publications Manager shall represent the Society’s publications and communications interests in relationships between the Society and scholarly publishing organizations, including, but not limited to, the Society for Scholarly Publishing and the Association of American Publishers’ Professional and Scholarly Publishing Division.

8.8    
Responsibilities of Editors of Individual Publications

8.8.1    
Editors of individual publications shall be responsible for maintaining the standards and quality of the publication within the general and editorial policies established by the Executive Council.

8.8.2    
Editors shall continually strive to improve the quality and breadth of their publications within the constraints of the budget and the policies of the Society.  Editors are expected to interpret policies according to their own discretion and best judgment.  However, in publications matters with potential legal implications (e.g., author conflict of interest, liability risk), the editors shall consult with the Executive Director, the Scientific Publications Committee, and the Scientific Publications Division chair prior to final acceptance of a manuscript.  In such cases, the ultimate decision shall be made by the Executive Council.

8.8.3    
Editors shall communicate to the Publications Manager and Scientific Publications Committee in timely fashion the operational and budgetary information necessary to properly conduct the editor's responsibilities.

8.8.4    
The Publications Manager and all editors shall maintain sufficient editorial assistance to ensure on-schedule publication.

8.8.5  
 Each editor shall identify the need for paid assistance before the preparation of the budget and report this need to the Publications Manager.

8.8.6   
Editors should recommend their successors to the Scientific Publications Division chair and shall train the individual appointed by the Executive Council to succeed to the job.

8.8.7    
Each editor shall have a designated term of service, which can be renewed with Executive Council approval.

8.8.7.1    
The term for the editor of Human Factors shall be 4 years. In addition, subject to approval by the Executive Council, the editor’s term normally may be renewed in two-year increments after the initial 4 years for a total of 8 years.

8.8.7.2    
The term for the editor of Journal of Cognitive Engineering and Decision Making (JCEDM) shall be 4 years. In addition, subject to approval by Executive Council, the editor’s term normally may be renewed in two-year increments after the initial 4 years for a total of 8 years.

8.8.7.3    
The term for the editor of Ergonomics in Design shall be 4 years. In addition, subject to approval by the Executive Council, the editor can serve a second 4-year term.

8.8.7.4     
The term for editor of the Human Factors/Ergonomics Methods book series shall be 4 years.  In addition, subject to approval by Executive Council, the editor serve a second 4-year term.

8.8.7.5    
The term for editor(s) of Human Factors in Healthcare shall be 4 years. In addition, subject to approval by Executive Council, the editor(s)’s term normally will be renewed in two-year increments after the initial 4 years for a total of 8 years. 

8.8.8    
Prior to the midyear and annual meetings of the Executive Council, each editor shall inform the Scientific Publications Committee, in writing, of accomplishments, publication lag times, editorial needs, and problems.  Budgetary information and requests shall also be furnished. The reports of the editors shall be appended to the report of the Scientific Publications Division chair.  Informal communication is encouraged among the editors, other members of the Scientific Publications Committee, and the Scientific Publications Division chair.

8.9  Copyrights and Subscriptions

8.9.1    
Each issue of Human Factors, Ergonomics in Design, Journal of Cognitive Engineering and Decision Making, Human Factors in Healthcare, other Society journals, and all the articles in them shall be copyrighted in the name of the Human Factors and Ergonomics Society.  An author who submits an article to any of these publications shall assign all copyrights to the Society upon publication of the article.  (Exceptions are made in the case of work owned by U.S. or other government entities.)  The Society recognizes that the author continues to have an interest in the article; therefore, the Society shall grant permission and assign certain classes of copyright privileges to authors, their sponsoring agencies, and other requesters.  Requests for reprint permission shall be handled by the Publications Manager. 

8.9.2    
Subscriptions to Human Factors, Ergonomics in Design, Journal of Cognitive Engineering and Decision Making, Human Factors in Healthcare, and HFES Bulletin shall be included in the annual dues for Full Members, Associate Members, Affiliates, Student Affiliates, and Sustaining Members.

8.10  Journal of Cognitive Engineering and Decision Making (JCEDM) Advisory Board

8.10.1    
The JCEDM Advisory Board shall consist of an editor-in-chief (chair), track editors, and up to 5 additional at-large members, each of whom shall be members of the Society.  The Advisory Board members shall be recommended from the membership of the JCEDM Editorial Board by the previous Advisory Board and shall serve 4-year terms, which are renewable.

8.10.2    
The JCEDM Advisory Board shall provide recommendations for the editorial policies that shall be set by the editor-in-chief, subject to the review and approval of the Scientific Publications Committee and Executive Council.

8.10.3    
The JCEDM Advisory Board shall be the first to vet candidates for editor-in-chief.  Recommendations of candidates with accompanying application shall be sent to the Scientific Publications Committee and Scientific Publications Division chair for review and final recommendation to the Executive Council for final approval.

8.11  Process to Initiate Extraordinary Review of an Editor of an HFES Journal

8.11.1    

An extraordinary review of an editor shall be initiated when 1 of the following events triggers such a review:

  • During the final year of an appointment, in which the editor has applied to renew for an additional term.
  • Following a request for review by an editor (associate or track) or a member of Executive Council. 
  • Following a request for review of all editors by the Scientific Publications Committee, in consultation with the Scientific Publications Division chair. 
  • When documented evidence indicates sustained failure to perform the duties of editor and/or to maintain the publication’s standards (e.g., substantial declines in journal performance as indicated by reports to Executive Council, numerous documented lapses of timely and fair reviews, numerous unresolved complaints). 

8.11.2    
The review process shall be initiated by the Scientific Publications Committee through the recommendation of a task force that is defined by the President and authorized Executive Council.  The task force shall conduct a review that shall consider manuscript throughput, current status of the journal, and the number and nature of resolved and unresolved complaints about the editor and the journal.  The task force shall conduct a random sample survey of the reviewers and authors to obtain their perspectives on the performance of the editor.  The task force shall recommend continuation or termination to the Scientific Publications Committee along with a detailed report that supports the recommendation.  The Scientific Publications Committee shall provide a recommendation to the Scientific Publications Division chair, who shall communicate it to the Executive Council for a final vote.
 

9.1  Dues

9.1.1    
The annual dues of the Society shall be determined by the incoming Executive Council at the Annual Meeting.  If no action is taken on dues, the dues in effect the previous year shall be maintained for the following year. 

9.1.2    
Fellows, Full Members, Associates, and Affiliates that live in developing countries pay a discounted amount for their yearly dues provided they (1) live in mid- or low-income countries listed by the World Bank, (2) request the special fee, and (3) agree to electronic-only delivery of HFES publications.  Discounted dues are $90 for mid-income countries/regions and $50 for low-income countries/regions.

9.1.3    
A fee shall be charged for application for membership and late payment of dues.  

9.1.4    
Any Full Member who (1) has been in good standing for at least the previous 5 years and who becomes unemployed, and (2) is actively seeking employment, and (3) is not employed as a paid consultant, can have dues waived while continuing to hold the same membership for up to 2 years past the membership year for which dues have been paid.  At the request of the Executive Director, the Internal Affairs Division Chair reviews and can approve or deny a request for a dues waiver of a member who does not meet the foregoing criteria.

9.2  Subscription Rates

9.2.1    
Changes to subscription rates to Society publications shall be recommended by the Publications Manager and the Scientific Publications Committee each midyear Council meeting and shall be approved by the Finance and Budget Committee and the Executive Council as part of the budget approval process.

9.2.2    
Where these rates differ for members and nonmembers, members of International Ergonomics Association (IEA) societies shall be charged Human Factors and Ergonomics Society member rates. 

9.3  Audit    

9.3.1    
The financial records of the Society shall be audited by an independent certified public accountant every 12 months. 

9.4  Disbursements

The Executive Director is authorized to make legitimate disbursements of Society funds.  The Executive Director’s signature shall suffice for disbursements of $30,000 or less.  Disbursements exceeding $30,000 require the signature of either the President or the Secretary-Treasurer. 

9.5  Contract Limits    

9.5.1

The Executive Director is authorized to sign agreements obligating the Society in an amount not to exceed $15,000, without the approval of the Executive Council.  Council approval is required for signing agreements obligating the Society to greater amounts. 

9.6  Reimbursements    

9.6.1    
The Executive Director is authorized to reimburse officers, editors, and committee chairs or members within the limits noted in Section 9.7 and within those set forth in the budget approved by the Executive Council, upon receiving written, itemized statements of expenditures.  The Secretary-Treasurer shall review the Executive Director’s reimbursement requests for out-of-pocket expenses.

9.7  Travel

9.7.1
Society policy is not to reimburse members for travel expenses incurred while conducting business on behalf of the Society.  The Society recognizes that certain exceptions to the policy are likely to benefit both the Society as a whole and its individual members.  These benefits include (1) greater participation by the membership in the affairs of the Society, (2) reduction of hardship on members who perform the work of the Society, and (3) increased flexibility in conducting special projects and events.  See Articles of Incorporation, Section II.4.

9.7.2
The Society expects members to make their best effort to obtain travel funds from sources other than the Society.  If, after this effort, sufficient travel funds are not available to a member or other persons engaged in the specific Society activities described below, and if there is an approved travel budget item for that activity, then the Society shall reimburse that person's travel expenses, subject to the rules listed below.
 
9.7.3   
Reimbursable travel expenses include transportation, room, and some meal and miscellaneous expenses.  (See below.) Transportation expenses include airfare (lowest available fare) or car expenses (the IRS-approved mileage rate) for private car, or rental car costs, or public transportation (e.g., train, bus).  Car expenses are not to exceed the lowest available airfare given schedule constraints.  Travelers are expected to plan ahead and take advantage of the most economical airfares.  Room expenses are limited to the meeting's single room rate, or actual room rate, whichever is less. (But see exception in section 6.4.8 for student chapters.)  Expenses for meals or other miscellaneous travel expenses (e.g., gratuities and other minor business-related or transportation expenses) shall be reimbursed up to $40 per day for domestic travel and $50 per day for international travel.  If a member has a requirement for accommodation, or medically documented reasons to depart from Society travel reimbursement policies, they will be reimbursed with advance prior written request and approval by the President.  If the item in question would cause the budgeted amount to be exceeded, approval of the Executive Committee is required.

9.7.4    
The following activities may be eligible for reimbursement.  For all other requests for travel assistance, a request shall be submitted to the Finance and Budget Committee and Executive Council in conjunction with reports for regularly scheduled Council meetings. 

9.7.4.1    
Travel to the midyear and annual meeting of the Executive Council by

  • Society-elected officers (the Presidents, Secretary-Treasurers, Council-Members-At-Large, per the Bylaws, Article II, Section 1) and Division chairs,
  • Editors, and committee and task force chairs, only if they are invited by the President based on agenda items. 
  • Guests invited by the President (e.g., leaders being developed)

9.7.4.2    
Travel to ISO meetings (1) for which the Society has an official liaison, (2) is requested by the Technical Standards Division Chair and (3) approved in advance (as a budget item) by the Executive Council.  Commonly these are meetings of ISO TC 159 (Ergonomics).

9.7.5    
The Society shall not reimburse the travel expenses of any members, except for student members, attending (1) the annual meeting or any scheduled or unscheduled meeting held in conjunction with the annual meeting of the Society, or (2) a meeting held in the same location immediately prior to, simultaneous with, or immediately following the annual meeting.  The only exception shall be that the hotel expenses (as defined above) for the 3 nights preceding the annual meeting shall be reimbursed for Society-elected officers, Division chairs, and guests invited by the President who attend the Executive Council meeting.  Editors, committee and task force chairs shall be reimbursed if they are invited by the President, based on agenda items.  Travel by speakers invited to the annual meeting shall be reimbursed only for nonmembers of the Society.

9.7.6     
The Society shall not reimburse the expenses of any member attending any scheduled or unscheduled meeting in conjunction with the professional meeting of another professional organization (e.g., the AAAS meeting). 

9.7.7    
Travel expenses that are not fully reimbursed by other sources, and that are compatible with the limitations of these operating rules, shall be reimbursed by the Society according to the following procedure: 

  • Requests for reimbursable travel expenses for activities in the approved budget should be submitted, accompanied by receipts and a statement of miscellaneous expenses, to the Executive Director 30 days following travel.  Requesters shall complete a travel request form available from the Central Office.     

9.7.9    
Travel by members associated with technical group activities or with meetings co-sponsored by technical groups shall be borne by the technical group(s) or the Council of Technical Groups within the guidelines of these Operating Rules and those of the Council of Technical Groups. 

9. 8  Investments Subcommittee

9.8.1    
A subcommittee in charge of investments shall be formed by the Finance and Budget Committee.  That subcommittee's monitors the status of the Society's financial reserves and recommend methods of investing these funds to seek maximum financial growth while minimizing risk of capital loss.  Income from invested financial reserves shall be used to further the Society's nonprofit objectives and projects, and to offset annual operating budget deficits.

9.8.2    
The subcommittee shall consist of at least 3 Full Members of the Society, appointed to staggered 3-year terms on the basis of their expertise and interest in financial management.  The senior member of the subcommittee shall serve as chair. 

9.8.3    
Annually, the subcommittee shall review and recommend to the Executive Council through the Finance and Budget Committee a set of short-term (1- to 3-year) and long-term (3- to 10- year) investment goals that are consistent with the HFES Investment Policy document to optimize growth and project utilization of the Society's financial reserves. 

9.8.4    
The subcommittee shall review the status of the Society's financial reserves, including cash assets and other investments, twice a year, prior to the midyear and annual meetings, to assess progress toward meeting the Society's financial goals.  The services of a certified investment counselor may be enlisted in performing these reviews.  The subcommittee shall report recommendations concerning investment of the Society's financial reserves to the Finance and Budget Committee, which shall include these advisories in its midyear and annual meeting reports to Executive Council. 

9.8.5    
The Executive Director is responsible for carrying out financial transactions involving investment of the Society's reserves.  A certified investment counselor can also perform these transactions under the supervision of the Executive Director. 

9.8.6    
Assignment of financial reserves to banking or money market instruments may be performed at the discretion of the Executive Director. 

9.9  Budget

9.9.1    
The Executive Director shall prepare a budget in advance of the midyear and annual Executive Council meetings.  All requests for budget items should be received by the Executive Director no later than 3 weeks in advance of the meeting. 

9.9.2    
Proposals for projects requesting new funding in excess of $5000 shall include the following information:

  • Title, Project Director, Event date, other descriptive information
  • Purpose and scope
  • Description of activities and outputs including venue
  • Schedule
  • Detailed budget
  • Volunteer time (hours anticipated)
  • Anticipated benefits to the society (measures of success and expected values)
  • Anticipated problems and risks    

9.9.3     
The Executive Director shall distribute a budget based on all budget requests to members of the Finance and Budget Committee and Executive Council.  To the extent possible, the budget should be distributed at least 2 weeks prior to the meeting.  A budget approved by the Finance and Budget Committee shall be presented to the Executive Council at the meeting.
 
9.9.4    
The budget shall be considered and adopted after any revisions by the Executive Council.

9.9.5    
The budget adopted at the annual Meeting by the incoming Executive Council shall be for the fiscal year beginning January 1 following the annual meeting.  The revised budget adopted at the midyear meeting shall be for the remainder of the fiscal year; changes in that budget can be made by a majority vote of the Executive Council. 

9.9.6    
The Executive Director should report significant deviations from the approved budget to the Finance and Budget Committee as they arise.

9.9.7  
The income and expenditures of the Society shall be reviewed prior to each annual and midyear Executive Council meeting by the Finance and Budget Committee, which shall report any deviations from budget and any recommendations for action to the Executive Council.

Relevant Bylaws:  ARTICLE II - Section 3. Election of Officers

At least five months prior to the Annual Meeting of the Society, the Executive Director shall mail a call for nominations for the offices to be filled to all voting Full Members of the Society.  The nomination ballot shall provide, for each office, spaces for three names to be listed. 

One month after the nomination ballots are mailed, the nominations shall be closed.  The Executive Director, with the assistance of at least one teller, shall count the number of nominating votes for each nominee for each office.

The Executive Director shall then deliver the nomination ballots to the Nominations and Elections Committee, which shall independently count the nominating votes and prepare the election ballot.  The ballot shall include, for president-elect and secretary-treasurer-elect, the names of the three persons who received the greatest number of nominating votes and for the two at-large Executive Council positions the names of the six persons who received the greatest number of nominating votes and who are both eligible and willing to stand for the office, as determined by the Committee.  If any nominee is found to be ineligible or unwilling to stand for the office, the name of the person who ranks next in the number of nominating votes, and who is eligible and willing to stand for office, shall be substituted.  If two nominees are tied for the final position on the election ballot for any office, then both nominees shall be included. If three or more nominees or tied, the tie shall be resolved by drawing lots. The names of the nominees for each office shall be listed in alphabetical order on the ballot.

One month after the election ballots are mailed, the election shall be closed.  The Executive Director, with the assistance of at least one teller, shall count the votes cast for each candidate.  The Executive Director shall then deliver the ballots to the Nominations and Elections Committee, or to at least two tellers designated by the Committee, who shall independently count the votes.  The candidate for each office who receives a plurality of votes shall be elected. A tie shall be resolved by drawing lots.

The Executive Director shall notify all candidates of the outcome of the election, and the names of the Officers-Elect shall be published in the next issue of the Bulletin.

Upon petition by fifty Full Members in good standing, the Chair of the Nominations and Elections Committee shall arrange for an independent recount of the ballots.

The petition must be received by the Central Office within two months of the publication of the election results in the Bulletin.

Section 5. Eligibility and Vacancies

To be eligible for nomination to any office of the Society, an individual must be a Full Member in good standing and must be able to discharge the duties of that office, as determined by the Nominations and Elections Committee.

No individual hold more than one elective office concurrently.  However, an incumbent [Immediate] Past President, [Immediate] Past Secretary-Treasurer, or at-large Member of Executive Council in the final year of their three-year term is eligible to stand in nomination for another office.  Any officer of the Society must be in the final year of the three-year term of office to be eligible to stand in nomination for reelection to the office currently held.

Any officer of the Society can resign from office by submitting a letter of resignation to the Executive Council.  However, resigning shall not allow an officer to circumvent the eligibility requirements for election to a different office or reelection to the same office. 

If any elected incumbent fails to perform the duties of office for any reason, the Executive Council may, by a two-thirds vote of the full Council, decree the office vacant.  If the office of President or Secretary-Treasurer becomes vacant for any reason, the President-Elect or Secretary-Treasurer-Elect, respectively, shall assume the additional duties of the vacated office for the remainder of the term and then serve the regular term in that office.

If the office of President-Elect or Secretary-Treasurer-Elect becomes vacant for any reason, the Council shall appoint an incumbent officer to become President-Elect or Secretary-Treasurer-Elect.  The appointed President-Elect or Secretary-Treasurer-Elect shall complete the normal sequence of office as if elected by Full Membership vote.  If necessary, the vacancy created by this appointment shall be filled in the next election.

If the office of [Immediate] Past-President, [Immediate] Past Secretary-Treasurer, or Council Member becomes vacant, the Council shall appoint an incumbent officer to assume the additional duties of the vacant office until the next election, when any vacancy that remains shall be filled.  The term of any officer elected to fill a vacancy shall be equal to the remaining term of the vacant officer.

10.1  The Committee

10.1.1    
The Nominations and Elections Committee shall be chaired by the Secretary-Treasurer-Elect and include the President, the President-Elect, and the Secretary-Treasurer.  It shall administer the procedures for the nomination and election of candidates for the offices of the Society. 

10.2     
The Nomination Process

10.2.1    
The request for nominations shall be published in the Bulletin. Immediately after a nomination has received, the Nominations and Elections Committee and/or the Executive Director shall contact that person (e.g., via video call, voice call, email).  They shall (1) inform them of the duties, responsibilities, and time commitments of the office, and (2) determine if they are eligible and willing to stand for that office.  Those who cannot be contacted or do not respond by when nominations are closed shall be considered not willing to stand for office.

Consistent with electoral processes in many democratic elections, a minimum number of nominations shall be required to appear on the ballot.  Those minimums shall be 5 for President-Elect, 3 for Secretary-Treasurer-Elect, and 3 for Executive Council Member-at-Large-Elect.  Should the number of nominations for any office fall below the number required, the Executive Council shall convene to nominate candidates to fill the unfilled slots as required by the Bylaws.  The minimums for nominations (5/3/3) shall also apply to Council. Council shall act on the President-Elect first, followed by the Secretary-Treasurer-Elect, and then Members-at-Large-Elect.  To avoid a conflict of interest, members of the Nominations and Elections Committee shall not vote in those proceedings.

To prepare for that possibility and to encourage the development of a diverse and involved Society leadership, there shall be an open discussion of individuals to consider for future leadership and positions within the Society.  That discussion shall consider elected positions, Division heads, Society Committee chairs, and Society Committee members, and shall occur at an open session of the Executive Council at the Midyear Meeting with input from the Leadership Development Committee. Division Chairs and management company staff shall be present at that discussion. Consideration shall be given to Society diversity (OR 5.4.7) goals as well other ways in which members could be characterized (e.g., academic vs. practitioner, physical vs. psychological emphasis, current or former connection with an organization (e.g., university, company, or government agency).  Where candidates for elected offices are identified, there shall be all least as many names as are required to fill the ballot.  If an individual is identified for multiple offices, then the number of candidates shall be increased accordingly so the minimum set of candidates can be identified.  The potential candidates identified during the discussion shall be contacted by the Past-President within two weeks of the completion of the Midyear Meeting. A favored candidate for each office shall not be identified.

10.2.2    
Counting Nominations - One month after the nomination ballots are mailed or emailed, the nominations shall be closed.  Faxed or emailed ballots which bear a cover page with the signature of the voting member shall be accepted up until the deadline for the return of the ballots.  The Executive Director, with the assistance of at least 2 tellers appointed by the Nominations and Elections Committee, shall count the number of nominating votes for each nominee for each office.  The Executive Director shall then notify the Nominations and Elections Committee of the results.  The committee shall consider the report and shall notify the Executive Director when the results have been accepted by the committee.  Each nominee for office shall receive a list of duties and responsibilities of office and shall be asked to abide by these duties if elected.  Subsequent to committee acceptance of the Executive Director’s report, the ballot shall be prepared by the Executive Director.

10.3 The Election Process

10.3.1    
The name and affiliation of each candidate for Society office shall be published in an issue of the Bulletin prior to election.  Biographies and campaign statements of up to 500 words for all candidates for Society offices may be posted on the Society Web site.  At a minimum, each statement shall include the name and affiliation of the candidate as well as a listing of any current offices or committee appointments held by the candidate within any professional organization.  Each candidate is encouraged to conclude their biography with a brief statement of the candidates' goals and directions for the Society. 

10.3.2    
Nominations of candidates for Society offices and participation in election by individual members of the Society are encouraged.  Individual members of the Society are entitled to express support for nominees or candidates, including themselves, through direct contact, telephone, letter, email, text message, or other means of communication.  

10.3.3    
However, if a member holding any Society office engages in advocacy for nominations or elections, that person shall emphasize that recommendations are not official endorsements by the Society.  Members of the Nominations and Elections Committee shall not engage in advocacy for any candidates for either nomination or election during their tenure.  Technical Groups shall not recommend slates of candidates in their newsletters nor publish letters advocating the election of a particular candidate or candidates.  With the exception of the provisions noted in 10.2.1 and 10.3.1, no Society resources (e.g., funds, mailing lists, list serves) shall be used by any group or individual to campaign for a nominee or candidate.  The nomination ballot shall direct Full Members of the Society to the Directory and Yearbook for lists of people who have served the Society as committee chairs, TG and chapter officers, editors, Society officers, etc.

10.3.4     
One Vote Rule - Full Members vote once for the candidate of their choice for President-Elect and Secretary-Treasurer-Elect, and once for the candidate of their choice for each vacant position on the Council.  A candidate can only receive 1 vote per office per ballot (per voter).  For each vacancy, the candidate receiving the highest number of votes shall be elected.  Ties shall be resolved by the chair of the Nominations and Elections Committee (who is the Secretary-Treasurer-Elect) by drawing lots in the presence of 2 witnesses who can be members of the Society.

10.3.5    
Withdrawls - If any candidate for any Society office withdraws or becomes ineligible before the term of office begins, the results of the election shall be counted as if that name had not been on the ballot. 

10.3.6    
Counting Ballots - One month after the election ballots are mailed/emailed, the election shall be closed.  Faxed or emailed ballots which bear a cover page with the name and signature of the voting member shall be accepted up until the deadline for return of the ballots.  The Executive director as well as 2 tellers approved by the Nominations and Elections Committee shall independently count the votes cast for each candidate. The Executive Director shall then report the results of the election to the Nominations and Elections Committee.  The committee shall consider the report and notify the Executive Director when the results have been accepted by the committee.  Subsequent to committee acceptance of the Executive Director’s report, the chair of the Nominations and Elections Committee shall notify all candidates of the outcome of the election by telephone or personally, followed by a letter to all candidates containing the results of the election, sent by the Executive Director.  The names of the officers-elect shall be published in the next issue of the Bulletin.

10.3.7    
Any Full Member of the Society in good standing can obtain from the Central Office, upon specific written request, the numerical results of Society elections. 

10.3.8    
Ballots shall be retained for at least 3 months following notification of the acceptance of the Executive Director’s report by the Nominations and Elections Committee. Ballots shall then be discarded, unless there is a challenge to the election. 

10.3.9    
Any Full Member of the Society can recount original ballots within a period of 3 months following an election, but only at the Central Office.  A Full Member count reproduced copies of ballots outside the Central Office if that person pays reproduction and mailing charges. 
 

RELEVANT BYLAWS:  Article I – Membership

Section 1.

The corporate (voting) Membership shall consist of all Full Members of the Society. There shall also be nonvoting Associates, Affiliates, and Student Affiliate members, and any additional special classes of membership that are established by a three-fourths vote of the full Executive Council.

Section 2. 

The Full Membership of the Society shall be composed of all Full Members in good standing at the time of adoption of these Bylaws and any others who are thereafter admitted to Full Membership.

Section 3. Qualifications for Membership

  • Full Member. Any person who has a bachelor’s degree from a regionally accredited institution and five full-time years of applicable experience in human factors work as defined by the Executive Council shall be eligible to become a Full Member of the Society. Appropriate academic degrees beyond the bachelor’s degree be substituted in part for work experience up to a total of four years. Interpretation of applicable academic degrees and work experience shall be made by the Membership Admissions Committee. For exceptional applicants, the requirement for a bachelor’s degree be waived by a three-fourths majority vote of the full Executive Council.
  • Associate: Any person two years of full-time, relevant experience in the human factors/ergonomics field and is active in the human factors field shall be eligible to become an Associate of the Society.
  • Affiliate: Any person who is interested in the human factors field but who does not qualify for Full Member or Associate status, shall be eligible to become an Affiliate of the Society. 
  • Student Affiliate: Any person who is enrolled as a full-time undergraduate or graduate student at an accredited college or university shall be eligible to become a Student Affiliate of the Society.    
  • Special: Qualifications for any special class of membership, such as Fellow, Emeritus, or Sustaining Member, shall be established by the Executive Council.

Section 4. Application for Membership

  • A candidate for membership in the Society shall submit, on an approved form, an application that specifies the candidate’s qualifications.
  • A candidate for membership in the Society shall submit, on an approved form, an application that specifies the candidate’s qualifications.
  • Procedures for application to special classes of membership shall be established by the Executive Council.
  • Procedures for application to special classes of membership shall be established by the Executive Council.

Section 5. Election to Membership

Members of all classes shall be elected by majority vote of the full Executive Council.

Section 6. Termination of Membership

The affiliation of a person with the Society in any class of membership be terminated at any time by resignation or by a two-thirds vote of the full Executive Council. Except for Emeritus Members, failure to pay dues for one year shall be sufficient considered resignation.

Section 7. Privileges of Membership

Full Members of the Society in good standing shall be entitled to vote, to hold office, and to participate in all activities of the Society. Associates, Affiliates, and Student Affiliates shall be entitled to participate in all activities of the Society, except that they not vote or hold office. Student Affiliates and Sustaining Members shall receive a subscription to each regular publication of the Society. Special classes of membership shall be entitled to any privileges established by the Executive Council, except that the privileges of voting and holding office shall depend solely upon meeting the basic qualification for Full Member of the Society.

Section 8. Membership Dues

Annual dues shall cover the fiscal year of the Society and shall be established by the Executive Council for each class of membership.

11.1  Membership Application

11.1.1    
A uniform application shall be available in Society publications, on the Society web site, and from the Central Office that can be filled out by people to show their intent to join the Society.  The Membership Admissions Committee and other interested Society committees shall assist the Central Office staff in the development and maintenance of these applications.  Applications shall ask for information to establish the qualifications of the candidate under the appropriate provisions of the Bylaws and the Operating Rules.  To aid the Membership Committee in decisions regarding applicable academic degrees and human factors experience, see the criteria listed in Sections 11.1.1 and 1.1.2. 

11.1.2    
Experience means substantially full-time involvement in, or technical direction of, 1 or more of the following:

  • Developing human factors data (research).
  • Applying human factors data to system design or evaluation (professional practice).
  • Teaching human factors at a 2- or 4-year generally accredited institution (education).    

11.1.3     
Academic experience can be substituted for appropriate work experience as indicated in the following table, with credit given only for the highest degree:
 

12.1  Committee Responsibilities 

12.1.1
The Awards Committee recommends candidates for Society awards.  

12.2  Awards Committee Chair

12.2.1
The chair of the Awards Committee is appointed by the President during the annual meeting, subject to approval by the Executive Council.  During the year for which appointed, the chair of the Awards Committee shall not be eligible for any award and shall not become eligible by resigning.

12.2.2    
The chair of the Awards Committee shall select a subcommittee chair for each award, subject to approval by the president (see 12.3.1), and shall provide guidance to the subcommittees.  During the year for which appointed, subcommittee chairs shall not be eligible for the award for which they are responsible and shall not become eligible by resigning. 

12.2.3    
The chair of each subcommittee shall select the members of that subcommittee subject to approval by the Awards Committee chair (see 12.3.2).  Each subcommittee is responsible for evaluating potential candidates, including review of nominations made by the Society membership-at-large, and recommending an award if there is a deserving recipient. 

12.3  Awards Process Overview

12.3.1    
Nomination of candidates for the established and continuing awards (other than the Alphonse Chapanis Student Paper Award, the Jerome H. Ely Human Factors Award, and the Arnold M. Small President's Distinguished Service Award) shall be requested each year from the Society membership-at-large by an announcement published in the January Bulletin.  The announcement shall specify that supporting documentation for each award shall include, at minimum, a copy of the candidate’s curriculum vitae or résumé and 2 letters of support.  The Central Office shall each year send a letter to all TG chairs and Chapter presidents urging that each proactively solicit award nominees from their membership.  Electronic and paper copies of the Call for Awards nominees shall be sent as well to facilitate inclusion of the Call in Society communications in addition to the Bulletin. Such nominations shall be sent to the Awards Committee chair for review by the appropriate subcommittees. (It is recognized that nominations for certain special awards, such as the Alphonse Chapanis Student Paper Award, the Jerome Ely Award, the Ergonomics in Design Award, and the Arnold M. Small President’s Distinguished Service Award, cannot be handled in this manner.) 

12.3.2    
The Awards Committee chair shall submit the names of recommended candidates to the Executive Council for review at least 60 days prior to the annual meeting (except for the Arnold M. Small President’s Distinguished Service and Alphonse Chapanis Student Paper Awards).   The chair shall also submit proposed citation statements to be used to introduce the awardees, evidence of the worthiness of the candidate, and information about the selection process used.  The format of this submittal shall include an "Approved,” "Disapproved,” and "Remarks/ Comments" ballot to allow efficient polling of the Council. 

12.3.3    
If objections to a candidate are raised by any member of the Executive Council, the President shall poll the Executive Council to determine whether to withdraw the candidate's name or to grant the award.  The President shall first confer with the Awards Committee chair to obtain all pertinent information regarding the nomination.  (Exceptions to this procedure are made for the Alphonse Chapanis Student Paper Award and the Arnold M. Small President’s Distinguished Service Award, which are the sole responsibility of its subcommittee.)  If that the Executive Council rejects a nominee put forward by the Awards Committee, the subcommittee for that award submit the name of their candidate with the second-highest ranking, provided that one exists and the majority of subcommittee members judged that candidate worthy, as per Section 12.4.5.  If no alternative candidate was deemed worthy by the subcommittee, then no award shall be given.  Likewise, if the Executive Council rejects the second nominee put forward, then no award shall be given.

12.3.4    
After the award recipients have been determined, the Central Office shall arrange for the preparation of necessary certificates, plaques, etc.  Unless otherwise restricted, money available to the Society for awards shall be placed in a general award fund whose interest income can be used to defray the expenses associated with preparing awards. 

12.3.5    
Announcement of each award shall be made to the winning candidate by letter and/or email from the President prior to the annual meeting.  (A necessary exception to this rule is the Alphonse Chapanis Award, whose recipient shall be notified orally at the annual meeting, and subsequently by letter from the president.)
 
12.3.6     
Awards shall be announced publicly, and appropriate plaques, citations, or certificates shall be presented at the annual awards ceremony.  Winners are not required to receive their awards in person, although they are encouraged to do so.  If a monetary donation is made available for an award, the donor or a representative shall be given the opportunity to present the check to the winner during the awards ceremony.
 
12.3.7     
Following the annual meeting, notices of awards, with brief biographical sketches of their recipients, shall be published in the Bulletin.  The names of past recipients of awards shall be published in the Directory and Yearbook. 

12.4  IEA Awards

12.4.1    
The IEA requests nominations for IEA awards from all federated and affiliated societies to be submitted by April 30 of each year, with some awards being made annually and others triennially.  The same process of selection as defined below can be applied to all award nominations from the HFES to the IEA.

12.4.2    
IEA Fellow Award - Each November, a call for nominations will be distributed in the Bulletin and include a due date set by the Committee. In addition to self-nominations, the IEA Fellow Award Nominations Committee may recruit nominations from among the current HFES Fellows, with the intent to produce a diverse slate. A nomination package is required to be submitted to HFES. It shall consist of: 

  1. A nomination letter (maximum of two typed pages) putting forward the name of the nominee. 
  2. A basis for the nomination describing the contributions made by the individual and the international nature and scope of the contribution that meet the IEA Fellow eligibility criteria: 
  3. Nominee must have served the ergonomics community at an international level. 
  4. Where appropriate, supportive material and information will be provided by the nominator. 
  5. A copy of the nominee’s Curriculum Vitae 
  6. The nominee must be a member of HFES in good standing for at least the preceding ten years and be a HFES Fellow. 
  7. At least two, but no more than three, letters of support, at least one of which represents an international perspective or source. 

12.4.2.1    
The Executive Council shall review the recommendations and up to two approved candidates who are HFES Fellows shall be forwarded to the chair of the IEA Awards Committee by the Executive Director on behalf of the Executive Council by the IEA’s deadline. The Executive Council may forward more than two recommendations under special circumstances it deems reasonable and appropriate; however, the standard shall be two candidate recommendations.

12.4.3    
Other IEA Awards - One year prior to the next IEA Triennial Congress, the chair of the IEA Representatives Committee shall publish a call for nominations from the HFES membership for candidates for IEA awards.  This call shall appear in the Bulletin, the newsletters/listservs of the TGs, and other appropriate media, at the discretion of the HFES staff and in consultation with the IEA Representatives Committee chair. 

12.4.3.1    
This call shall describe the award(s), define any IEA criteria for selection (if applicable), indicate the information that should be included in the nomination, give deadlines for submission, and indicate where to send the nomination.  The deadline for the receipt of nominations shall be November 1 of each year to meet the review timetable.  This deadline shall be revised as IEA submission deadlines change or experience indicates a need for revision. 

12.4.3.2    
At its discretion, the IEA Representatives Committee can also invite nominations from specific members who have made accomplishments in the area of IEA Awards. 

12.4.3.3    
The nominations shall be sent to the chair of the IEA Representatives Committee who shall forward each nomination to the appropriate award selection committee(s) as follows:

  • IEA Triennial Distinguished Service Award – Arnold M. Small President’s Distinguished Service Award Subcommittee
  • IEA Triennial Outstanding Educators Award –Paul Fitts Education Award Subcommittee
  • IEA Triennial Award for Promotion of Ergonomics in Industrially Developing Countries – Hal Hendrick Distinguished International Colleague Award Subcommittee 
  • IEA Triennial Ergonomics Development Award – Jack A. Kraft Innovator Award Committee

12.4.3.4    
The appropriate HFES awards selection committee(s) shall make a selection(s) using established criteria for HFES awards by the deadline for midyear Council reports in that year.  The nominations shall be forwarded to the HFES Council for review and approval (disapproval) at the midyear meeting of the Council.  If there is a delay in the review that makes it impossible for the nominations to be reviewed at the midyear Council meeting, then the review shall occur during a teleconference of the Council. 

12.4.3.5    
Approved nominations shall be forwarded to the chair of the IEA Awards Committee by the Executive Director under the signature of the President and on behalf of the Executive Council within the deadline established by the IEA awards committee. 

12.5  Society Authorized Awards 

12.5.1    
Society awards authorized by the Executive Council on a continuing basis are listed below. 

  • The Jerome H. Ely Human Factors Award, established in 1966, provides a plaque to the author or authors of the most outstanding article published in each complete volume of Human Factors. 
  • The Hal W. Hendrick Distinguished International Colleague Award, established in 1967 and revised in 1970, provides a plaque and complimentary registration to a non-U.S. citizen recognized for outstanding contributions to the human factors field.  HFES can, at the discretion of the executive director, allocate complimentary hotel accommodations, to be taken from those provided at no charge to the Society by the headquarters hotel.
  • The Paul M. Fitts Education Award, established in 1968, provides a plaque to a person recognized for exceptional contributions to the education and training of human factors/ergonomics specialists.   
  • The A. R. Lauer Safety Award, established in 1968, recognizes a person for outstanding contributions to human factors in the broad area of safety.  This includes human factors work that has led to reduced accidents and injuries in industry, aviation, surface transportation, and consumer products, among others. 
  • The Alexander C. Williams, Jr., Design Award, established in 1969, provides a plaque to a person recognized for outstanding human factors contributions to the design of an operational system. 
  • The Alphonse Chapanis Student Paper Award (established in 1969 as the Student Paper Award and renamed in 1982) provides a certificate and a total monetary award of $1000 to a student (or students) who present(s) the most outstanding paper at the annual meeting. 
  • The Jack A. Kraft Innovator Award, established in 1970, recognizes a person for significant efforts to extend or diversify the application of human factors principles and methods to new areas of endeavor. 
  • The Arnold M. Small President’s Distinguished Service Award, established in 1985, provides a plaque to an individual who has made outstanding contributions to the advancement of the human factors profession and the Human Factors and Ergonomics Society over the length of their full career. 
  • The Best Paper - Ergonomics in Design Award, established in 1994, provides a certificate to the author of the most outstanding article published in each complete volume of Ergonomics in Design: The Magazine of Human Factors Applications in a given calendar year.  Multiple certificates shall be given when the article has multiple authors.
  • The O. Keith Hansen Outreach Award recognizes a person for exceptional efforts to promote the awareness of the profession and Society to individuals and organizations outside of HFES.  Candidates considered for this award shall have demonstrated significant and/or innovative effort to reach out to the general public, government, industry, or other professionals to promote awareness and the value of human factors and ergonomics.  Candidates should have demonstrated the ability to engage the interest of the public media, government, industry, or other professionals, such as by developing materials which demonstrate the worth of this profession for the benefit of humankind. 
  • The Best Paper - Journal of Cognitive Engineering and Decision Making Award, established in 2012, provides a certificate to each of the authors of the most outstanding paper published in each complete volume of Journal of Cognitive Engineering and Decision Making in a given calendar year. Multiple certificates shall be given when the article has multiple authors. 
  • The Local Chapter Distinguished Service Award, which is a committee-level award administered by the Chapter Affairs Committee.  This award is presented at the business meeting of the Chapter Affairs Committee at the Annual Meeting.
  • The William C. Howell Young Investigator Award, established in 2013, provides an award plaque to a person recognized for demonstrating outstanding contributions to HFES through professional scientific contributions as a young investigator.  The Howell award recognizes the talent, creativity, and influence of a singular young researcher.
  • The Bentzi Karsh Early-Career Service Award, established in 2013, provides an award plaque to a person recognized for demonstrating outstanding contributions to HFES through professional service and outreach activities as a student and early-career professional.  The Karsh award recognizes the impact this individual has had on raising the public’s awareness of human factors/ergonomics science.

12.5.2    
For an award given to multiple recipients, in recognition of joint authorship or group accomplishment, individual plaques and/or certificates shall be provided for the winners. 

12.5.3  
 If no suitably qualified candidate for a particular award has been recognized by the Awards Committee or confirmed by the Executive Council, then that award shall not be given that year. 

12.5.4    
In addition to the continuing awards listed in 12.2.1, the Executive Council, from time to time, can authorize the Awards Committee to undertake responsibility for some special award project, such as a design contest. 

12.5.5    
The Chapter Affairs Committee presents the "Local Chapter Distinguished Service Award" at the annual meeting of the Council of Chapter Presidents. See Chapter 6, "Chapters" for approved award procedures.
 
12.5.6    
Technical groups can propose and provide technical group awards under the operating rules specified in Chapter 16 (Section 16.12). These awards shall be sponsored, awarded, and publicized only by the responsible technical group. 

12.5.7    
Proposals for new Society awards shall be submitted to the Awards Committee for review.  Such proposals shall contain a written description of the award that includes the purpose of the award, qualifications for the award, award nomination procedures, award criteria, and budget allocations for the award.  If the new award is recommended by the Awards Committee, the Awards Committee shall forward the proposal to the Council for approval or disapproval.  If approved, the new award shall become operational in the following calendar year. 

12.5.8    
An Awards Review Committee Task Force shall be convened approximately every 5 years for the purpose of establishing new awards, eliminating old ones, and periodically reviewing awards administration.  The committee shall consist of at least 2 past Awards Committee chairs and from 2 to 3 former Executive Council members with experience in the awards process, either as sponsors, recipients, or awards subcommittee chairs.

12.6  Award Subcommittees 

12.6.1       
The Chair of the Awards Committee shall nominate any Full Member of the Society to chair a subcommittee, except for the Arnold M. Small President’s Distinguished Service Award Subcommittee and the Best Paper - Ergonomics in Design Award, as noted below.  To simplify this task, however, the Awards Committee chair can appoint as subcommittee chairs the candidates listed below, who would be expected to assume the responsibility in connection with their other Society duties. 

  • The Distinguished International Colleague Award--An IEA delegate.  
  • The Paul M. Fitts Education Award--chair of the Education Technical Group.     
  • The A. R. Lauer Safety Award—a previous recipient of the award.    
  • The Alphonse Chapanis Student Paper Award--an associate editor of Human Factors who is not associated with any of the competing students.     
  • The Arnold M. Small President’s Distinguished Service Award--The President of the Society shall be the chair of this subcommittee.     
  • The Best Paper - Ergonomics in Design Award--The editor of Ergonomics in Design shall be the chair of this subcommittee.
  • The Best Paper - Journal of Cognitive Engineering and Decision Making Award - The editor of the Journal of Cognitive Engineering and Decision Making shall be the chair of this subcommittee. 
  • The William C. Howell Young Investigator Award – A full Member who is engaged in human factors/ergonomics research and/or supervises research activities and projects; the chair of the Council of Technical Groups. 
  • The Bentzi Karsh Early-Career Service Award – A full Member who is engaged in outreach and service activities and/or has been in a supervisory position overseeing outreach efforts and projects and their impact on raising public awareness of HF/E; the chair of National Ergonomics Month. 

12.6.2    
Each subcommittee should have at least two members in addition to its chair.  All members of award committees shall be Full Members of the Society. In appointing qualified members, the subcommittee chairs should consider the following recommendations. 

  • The Jerome H. Ely Human Factors Award--Fellows of the Society.  Subcommittee members should recuse themselves from judging any article in which they played a direct role in the work itself (as author, adviser, consultant).  Involvement in the original review process for an article, or work conducted under a common grant program that is not directly related to the article, or in related work that has occasioned significant interaction with an author, does not in and of itself require recusal. 
  • The Distinguished International Colleague Award--An IEA delegate or alternate; a previous president of the Society.     
  • The Paul M. Fitts Education Award--A Full Member who is engaged at an academic institution as an educator; a Fellow of the Society.    
  • The A. R. Lauer Safety Award—An individual who has done research or who has been in a position of supervision over research contracts or who has applied human factors data in the design of systems with the objective of enhancing the safety of persons and equipment.
  • The Alexander C. Williams, Jr., Design Award--A Fellow employed in an industrial setting; a Fellow employed in a governmental setting.     
  • The Alphonse Chapanis Student Paper Award--A member of the editorial board of Human Factors; a former member of the Executive Council.  (The Technical Program chair for the annual meeting should assist the subcommittee as necessary to confirm the eligibility of student candidates.)     
  • The Jack A. Kraft Innovator Award--A Full Member engaged in applying human factors principles in an industrial or government setting; the chair of the Council of Technical Groups.     
  • The Arnold M. Small President’s Distinguished Service Award--The Immediate Past President and President-Elect of the Society shall be the only members of this committee in addition to the chair.     
  • The Best Paper - Ergonomics in Design Award--The chair shall appoint a committee of 8 members consisting of 4 Associate Editors and 4 Fellows of the Society.  It is preferable that the Fellows chosen be practitioners as opposed to academicians.  The chair can participate in the selection process.
  • The Best Paper -Journal of Cognitive Engineering and Decision Making Award - The chair shall appoint a committee of 6 members consisting of at least 2 Associate Editors and at least 2 Fellows or Full Members of the Society.  All members of the subcommittee should be recognized leaders in the area of cognitive engineering and decision making. The chair participates in the selection process.
  • The William C. Howell Young Investigator Award – The chair shall appoint at least 2 members in addition to the chair.  All members of award committees shall be full Members of HFES.
  • The Bentzi Karsh Early-Career Service Award – The chair shall appoint at least 2 members in addition to the chair.  All members of committees shall be full members of HFES. 

12.6.3         
If any member of a subcommittee should be nominated as a candidate for the award under the cognizance of that subcommittee, then its chair shall immediately notify the Awards Committee chair and appoint a replacement.  Subcommittee members who are candidates for other awards continue to serve for the term of their appointment. 

12.6.4    
With the exception of the Ely, Chapanis, and President's Award subcommittees, members of all awards subcommittees are prohibited from nominating or endorsing nominees for the award given by that subcommittee.  This, however, does not preclude their soliciting nominations in accordance with Section 12.7. 

12.6.5    
Awards subcommittee membership should turn over on a staggered basis so as to ensure continuity from year to year.  A retiring subcommittee chair shall recruit their successor from the current subcommittee. 

12.7  Candidate Nominations 

12.7.1       
In considering candidates and their qualifications for awards, all participants in this process shall avoid any discrimination based on sex, age, race, or Society membership status or any other characteristics identified in section 5.4.5. 

12.7.2       
Receipt of a previous award conferred by the Society shall not preclude nomination of the candidate for an award in another category.  For certain awards, it also may be appropriate for a previous recipient to be nominated again for the same award, on the basis of new achievement. 

12.7.3       
Nominations for awards may be made by any Full Member of the Society.  Nominations from the membership-at-large should be accumulated by each award subcommittee over a period of several years, or as long as considered necessary to guide its award recommendations.  The subcommittee chair shall retain nomination files during their tenure, and shall transmit the files on those nominees deemed worthy of the award, as a result of the process outlined in Sections 12.8 and 12.9, to the new subcommittee chair. 

12.7.4     
For the Jerome H. Ely Human Factors Award, authors of all articles published in Human Factors for the year in question shall be candidates.  Hence, nominations for this award are not solicited from the general membership.

12.7.5       
Eligibility for the Chapanis Best Student Paper Award is contingent on the first author being a student, and the work presented shall be primarily that of the first-author student.  Co-authors include faculty or other collaborators, as long as the work being submitted and presented is primarily that of the first-author student.  The paper shall be the result of work accomplished by the students(s) while enrolled in an appropriate academic curriculum. The student (or in the case of multiple authors, at least 1 of the students) shall make the oral presentation at the annual meeting, and shall file a form with the Central Office at least 1 month prior to the annual meeting at which the paper shall be presented.  The submission needs to include a letter from the faculty coauthor attesting to the fact that the student was both the lead researcher and the author of the paper.

12.7.6    
The Best Paper -Journal of Cognitive Engineering and Decision Making Award- Each member of the subcommittee shall first review papers published in the Journal of Cognitive Engineering and Decision Making, during the appropriate year.  Each subcommittee member shall nominate 1 or 2 papers for a second detailed review by the entire subcommittee.  Papers shall be rated on the basis of criteria such as technical merit, readability, and the extent to which they extend the field of cognitive engineering and decision making.  Based on this ranking a recipient of the award shall be determined by the committee, who shall then make their recommendation to the Executive Council for either approval or disapproval. 

12.7.7     
The William C. Howell Young Investigator Award – A candidate for the award shall be an HFES member currently in good standing within 9 years of graduation with a degree in human factors/ergonomics or a related field.  The information required to support a candidate’s nomination for this award shall include the following supporting materials: a resume or curriculum vitae and at least 2 letters of support.

12.7.8    
The Bentzi Karsh Early-Career Service Award – A candidate for the award shall be an HFES member currently in good standing within 9 years of receiving a degree in HF/E or a related field.  The information required to support a candidate’s nomination for this award shall include the following supporting materials: a resume or curriculum vitae and at least 2 letters of support.

12.8  Candidate Evaluation 

12.8.1    
The information required to support any nomination (e.g., data sheets, testimonials) shall be determined by the Awards Committee chair in establishing procedures for the various subcommittees.  For the following awards, supporting materials shall include a résumé or curriculum vitae and at least 2 letters of support:  the Distinguished International Colleague Award, the Paul M. Fitts Education Award, the A. R. Lauer Safety Award, the Alexander C. Williams, Jr., Design Award, and the Jack A. Kraft Innovator Award. 

12.8.2    
Suggested procedures and criteria established for evaluating candidates for awards are listed below. 

  • The Jerome H. Ely Human Factors Award--Each member of the subcommittee shall review all articles in Human Factors within the volume year and rank them on the bases of subject matter relevance, methodological sophistication, clarity of presentation, and overall contribution to the human factors field.     
  • The Hal W. Hendrick Distinguished International Colleague Award--The subcommittee shall review proposed candidates and rank each on the basis of the significance of contributions, and world-wide recognition within and outside the human factors profession.    
  • The Paul M. Fitts Education Award--Candidates considered for this award should include persons currently or previously engaged in college or university teaching of human factors material, and/or those who have written significant textbooks in the human factors field.  The principal criteria for evaluation should be the influence that the candidate has had on students, and/or how extensively the candidate's work has been used by educators in general.  This award is open to all Society members who train or educate and is not restricted to academic educators.    
  • The A. R. Lauer Safety Award--Candidates considered for this award shall have accomplishments related to safety or safety training technology as demonstrated by research or application of human factors principles.  Emphasis should be placed on both programmatic and recent contributions to the field of endeavor.    
  • The Alexander C. Williams, Jr., Design Award--Candidates for this award shall have made outstanding contributions to the conception or design of an operational product, service, or system of any kind, the effectiveness of which depends on 1 or more experimentally supported human factors design principles. "Product, service, or system" can include consumer or business products, training systems, communications systems, computing systems, display systems, control systems, highly procedural systems such as the air traffic system, or any combination of 1 or more people and equipment designed to perform some goal-oriented function.  The product, service, or system need not necessarily be extremely large or complex. The essential criteria are that the product, service, or system has achieved operational status and that its conception and design is based on the outstanding application of experimentally determined human factors design principles.     
  • The Alphonse Chapanis Student Paper Award--Candidate papers shall be reviewed and ranked on the basis of subject matter relevancy, methodological sophistication, clarity of written expression, and oral presentation of the material.  Written papers shall be prescreened so that generally no more than 6 shall be selected for final judging by the subcommittee during oral presentation by the student authors.     
  • The Jack A. Kraft Innovator Award--Candidates for this award shall have made contributions to human factors research and/or design in new areas, or made effective efforts to encourage the application of human factors knowledge and techniques in new areas. The field of endeavor should differ from previous military, space, government or industry-sponsored work.  Candidates shall be ranked on the significance of their effort to society on general, the adequacy of the effort to accomplish intended objectives (e.g., thoroughness of problem analysis, effectiveness of proposed or achieved solutions), and the impact of their effort on the human factors profession.     
  • The Arnold M. Small President’s Distinguished Service Award--A candidate for this award shall have made outstanding contributions to the advancement of the human factors profession and the Human Factors and Ergonomics Society over the length of their career.     
  • The Best Paper - Ergonomics in Design Award--Each member of the subcommittee shall review feature articles published in Ergonomics in Design during the appropriate year, and rank them on the basis of criteria such as technical merit, readability, the extent to which they are based on applied human factors design work, and their potential for increasing the application of human factors in design.
  • The William C. Howell Young Investigator Award – The subcommittee shall review proposed candidates and rank each on the basis of the significance of outstanding scientific contributions in the human factors/ergonomics discipline.  The primary criteria for evaluation should be accomplishments in research and scholarly activities that demonstrate a strong, emerging influence in the human factors/ergonomics scientific discipline and practice. 
  • The Bentzi Karsh Early-Career Service Award – The subcommittee shall review proposed candidates and rank each on the basis of the significance of contributions of professional service and outreach activities for human factors/ergonomics as a student and early-career professional.  The primary criteria for evaluation should be the accomplishments in developing and implementing innovative programs to influence the growth of the human factors/ergonomics discipline and profession, and the reputation of the Society.  Also, to be considered is the individual’s impact on raising public awareness of the science of human factors/ergonomics.
12.9  Award Recommendation

12.9.1       
Although each award subcommittee is charged with recommending a deserving candidate, whether or not nominations are received from the membership-at-large, it is not mandatory that a subcommittee recommend any candidate.  If no deserving candidate has been identified, then no award should be given.  However, it is desirable to have a slate of nominees for balloting purposes, and for the subcommittee to recommend a worthy candidate. If, within 1 month after the Bulletin call for award nominations, fewer than 2 nominations are received, the subcommittee should consider alternative efforts to solicit nominations or the names of candidates, as follows: 

  • Communication with nominators of those nominees from previous years who were deemed worthy of award consideration.
  • Communication with previous award winners.
  • Correspondence with selected members of the human factors profession in areas relevant to the award. 

12.9.2    
This process is encouraged even if 2 or more nominations are received. 

12.9.3    
In cases where there is only 1 nominee for the award, the ballot prepared by the subcommittee chair shall require members to vote on 1 of 2 alternatives: "In favor of recommending the award,” or "Against recommending the award." 
    
12.9.4   
If there are two or more nominees, then members shall rank order the names (1 = best, etc.). In addition, the ballot shall include, beside each nominee’s name, 2 boxes marked “yes” and “no” for the voter to indicate (irrespective of ranking) whether they judge the nominee to be worthy of the award.  The subcommittee chair shall recommend the award to the top-ranked nominee only if a majority of those voting favor that the award go to that person in their balloting.

12.9.5    
If there is a tie regarding the worthiness of a candidate, then no award should be given.

12.9.6    
If two or more candidates are deemed worthy of the award and there is a tie among the top-ranked candidates, then the subcommittee members shall be polled again to provide another set of rankings for the tied candidates.  The candidate receiving the highest ranking after the second poll shall be forwarded to the Council as the award nominee.  If after the second poll the top candidates remain tied, then the names of the top two (or more) candidates shall be presented to the Executive Council, who shall cast the deciding vote.

12.9.7    
All other nominees whose nominations are favored by a majority of the voters shall be noted by the subcommittee chair for consideration in the next year's nomination process. 

12.10  Annual Awards Schedule
Annual Awards Schedule
Tming Duties Responsible
Annual Meeting Appoint Chair of Awards Committee President
Mid-October Approve Chair of Awards Committee Executive Council
October Ask candidates to service as chairs of subcommittees; obtain approval of President  
November Send copy of guidelines to subcommittee chairs who agreed to serve Awards Chair
November 15 Send announcement of award recipients to Bulletin editor for December issue Awards Chair
December Send list of subcommittee members recommended by subcommittee chairs to Awars Chair Subcommittee Chairs
December 15 Send copy of aawrds nomination announcement to Bulletin editor for January issue. (Deadline for nominations is March 30 Awards Chair
January Approve subcommittee members Awards Chair
Februrary Coordinate awards ceremony program, time, date and location Awards Chair
March Request and receive progress reports from subcommittee chairs for mid-year meeting of Executive Council * Awards Chair
April Report on progress and problems (for mid-year meeting of Executive Council) Awards Chair
April 15 Send nominations from membership to appropriate Subcommittee chairs Awards Chair
May 30 Report recommendations ** Subcommittee Chairs
June 7 Review and forward recommendations to Executive Council Awards Chair
July Review and approve award recommendations Executive Council
August Advise President to notify awards recipients Awards Chair
September 10 Transmit award citations to Central Office Awards Chair
September Prepare award plaques & certiticates Central Office
Mid-October Introduce speakers at awards ceremony. Each subcommittee chair shall read the citation for the subcommittee's award, introduce the winner, present the award. Awards Chair/ Subcommittee chairs

* Reports should include the subcommittee title; the subcommittee chair and members; the status of slate generation; the schedule for completion of the selection process; and any other items of interest.

** The Awards subcommittee reports shall list all candidates considered for selection; the name(s) and address(es) of the winner(s); the citation for the certificate to be read at the awards ceremony by the subcommittee chair; and background information on winners to provide bases for Executive Council approval.

12.10.1    
The Awards Committee performs activities throughout the year. In addition to monitoring activities of subcommittees and routine correspondence, there are specific duties that shall be performed on a specified schedule, given below. 
 

13.1  Purpose and Objectives

13.1.1     
The purpose of the Society's public relations program is to seek and capitalize on opportunities to publicize and promote the human factors profession, the Society, and its activities. 

13.1.2    
In support of this overall purpose, the following objectives are established: 

  • Enhance recognition of the human factors profession and of the Society. 
  • Define and promote the acceptance of human factors activities - research, development, design, and evaluation. 
  • Provide timely and complete responses to requests for information about the human factors profession and the Society.
  • Publicize and promote participation at the Society's annual meeting and at other sponsored functions. 
  • Provide information about the Society and the benefits of Society membership to prospective members. 
13.2  Target Groups 

13.2.1     
Public relations activities are concerned mainly with communication of information to individuals, groups, and organizations external to the membership of the Society.  Although members might be involved in this process, their role would be as information sources and media, rather than as targets. 

13.2.2     
Eight primary target groups for public relations efforts are listed in alphabetical order below. 

  • Educators: Faculty and administrators at educational institutions who are in a position to influence curricula and programs related to the profession. 
  • Governmental Users:  Persons within government agencies who influence the incorporation of human factors services in government programs and procurement. 
  • Industrial Users:  Persons who influence the use of human factors specialists and services in industrial processes, and in product design, productions and evaluation. 
  • Labor Unions:  Persons in labor organizations who influence the incorporation of human factors standards in the work environment. 
  • Lawmakers:  Legislators, regulators, and others who influence the legislative, regulatory, and budgeting process in matters relevant to the human factors profession. 
  • Related Professions:  Members of other professional organizations who have related interests or who are potential users of human factors services and information. 
  • General Public:  Individuals who receive information via newspapers, magazines, television, radio, or other media.
  • Students:  Persons in graduate and undergraduate college programs, and students in secondary schools. 
13.3  Activities 

13.3.1    
Attainment of the Society's public relations objectives for the targets identified shall require the effective execution of numerous activities, most of which are continuous or cyclical after they are initiated.  Activities for each of 5 primary objectives are listed below in order of priority. 

13.3.2     
Enhance Recognition. Develop and use graphic symbology and themes to promote and enhance recognition of the human factors profession and the Society. 

  • Develop and employ identifiable graphics in published, audiovisual, and distributed material. 
  • Prepare and use themes, slogans, and related concepts that briefly define and clarify the nature of the profession. 

13.3.3    
Promote Acceptance. Define and promote human factors activities--research, development, design, and evaluation--among the target groups. 

  • Prepare and issue public relations kits or guides to Society members for use in promotional activities. 
  • Encourage members to participate in meetings and to contribute to journals and periodicals of other professional associations. 
  • Support Society participation in the deliberations of official boards, committees, and agencies in the establishment of standards and regulations. 
  • Provide information for distribution (directly or via newsletters) within other professional technical associations. 
  • Support the creation of human factors special-interest groups within other professional technical associations. 
  • Prepare and distribute news releases on notable events - Society activities, conferences, research findings, awards, and contributions. 
  • Develop special brochures for distribution to specific target groups on human factors issues, practices, techniques, and contributions. 
  • Publicize awards made for special accomplishments (not necessarily within the Society). 
  • Publicize workshops and seminars on human factors issues, practices, techniques, and contributions. 

13.3.4     
Provide Informational Material. Prepare information and materials to be readily available in the Central Office to provide timely responses to requests and inquiries regarding the human factors profession and the Society.     

  • Establish and maintain a file of audio-visual materials and supporting data that illustrate the contributions of human factors, for release to reporters, writers, publicists, and others who request information on human factors. 
  • Develop and maintain file of information sources (Society members) who are able to respond to requests in specific areas of specialization, offer services on a consulting or contractual basis, and make presentations on selected topics, subject to approval of the methods by the Executive Council. 
  • Prepare additional brochures (if needed) to enhance the quality of responses to certain high-frequency requests. 

13.3.5    
Promote Meetings. Provide a system to summarize and disseminate guidelines for promoting annual meetings.         

  • Develop and provide a Public Relations Guide for use by each annual meeting Committee. 
  • Prepare and distribute public relations kits for use during the planning and conduct of public relations activities.     

13.3.6
Support Membership Recruitment. Prepare and maintain promotional materials and membership information to support Society membership development.     

  • Prepare and use brochures that describe the Society and that emphasize the benefits of membership. 
  • Support membership recruitment through the use of prepared materials. 
13.4  Organization 

13.4.1    
The Public Relations Committee shall consist of at least 3 members: the chair, the annual meeting Public Relations chair, and others who are knowledgeable regarding the target groups. 

13.4.2    
The committee operates within the following guidelines: 

  • The Central Office is the focal point for many public relations activities--preparation of materials, maintenance of files, response to requests, distribution of materials, and coordination of routine activities. 
  • Many public relations activities, once established, are handled on a routine basis without direct involvement or intervention of the Public Relations Committee. 
  • The principal functions of the committee are to recommend policy, to conduct special projects, to develop new techniques and materials, to prepare budgets, and to promote and coordinate public relation efforts among the membership.  
  • Professional public relations services shall be contracted only on a short-term basis for specific, well-defined objectives, projects, or activities. 

13.4.3    
The authority for the conduct of specific public relations activities and projects flows from the Executive Council to the Public Relations Committee.  Expenditures for non-routine public relations activities and projects shall be approved by the Executive Council. 

13.4.4     
A designated person within the Central Office shall provide support to the committee by handling delegated activities, responding and preparing specified materials, and maintaining public relations support systems--files, speakers' bureaus, directories, etc. 

14.1
Official Society representatives to other organizations shall be appointed by the President with the advice and consent of the Council.  Representatives (e.g., IEA Representatives) are those delegates that vote or formally represent the Society.  Representatives shall be Full Members of the Society.

14.2
Liaisons to other scientific and professional organizations shall be appointed by the President, who delegate the responsibility to an appropriate committee chair.  Liaisons are those delegates that have only a reporting relationship to and/or from the Society.  Liaisons shall be full Members of the Society. 

14.3
Appointments shall be for a particular purpose and term.  The term of the appointment can be no longer than the term of the president making the appointment and appointments may be extended by subsequent presidents. At minimum, liaisons and representatives are required to report to Council annually, at the Council’s fall meeting, and at the completion of their task. 

RELEVANT BYLAWS:  ARTICLE IV – Affiliations
Section 5.

The Executive Council authorize the establishment of Technical Groups subject to any conditions adopted by the Council. The Chair of a Technical Group shall be a Full Member of the Society.

The Council of Technical Groups shall assist in the formation, development, and operation of Technical Groups. The Council of Technical Groups shall be composed of a representative from each Technical Group, with a chair elected by the representatives.

15.1  Objectives of Technical Groups (TGs)

15.1.1    
The objectives of a technical group are to (1) consider issues in the field of interest and to analyze the implications of these issues from a human factors perspective; (2) clarify the need for and to encourage human factors research, application, and education in the field of interest; (3) provide opportunities for technical interchange among professionals in the field of interest; (4) disseminate information from the field of interest to members of the technical group, the Society, and the public; (5) provide leadership in the field of interest by, for example, establishing cooperative efforts with professional and technical organizations outside the Society; and (6) promote opportunities for growth in professional skills and knowledge of Society members within the field of interest. 

15.2  Technical Group Membership 

15.2.1    
All interested persons, regardless of Society membership, are eligible for membership in any technical group.  Persons who are not members of the Society can join a technical group through the Society, without applying for Society membership.  All technical group memberships shall be on a calendar-year basis. 

15.2.2
Technical group membership shall be at least 75 individuals, and at least half of the technical group members shall be Society members.  Technical groups falling below the required membership levels can petition the Council of Technical Groups Executive Committee (COTG-EC) for an extension to meet such levels.  The technical group shall have 2 years from the date on which the extension is granted to attain the required membership level.  At the time of reevaluation, the criterion values used shall be the previous year's Society and/or technical group membership, and not the levels existent at the time of the extension request.  The COTG-EC shall monitor that these requirements are met as described in this Chapter.  

15.3  Technical Group Requirements

15.3.1
Each technical group shall publish at least 2, although preferably more than 2, newsletters per calendar year.  Each technical group can determine whether these newsletters should be distributed electronically or by mail, or both.  Publications consisting primarily of the technical group membership list shall not be included in this total.  A technical group shall actively participate in each Society annual meeting by, at a minimum, conducting a business meeting, refereeing papers in its field of interest, and conducting at least 1 technical session. 

15.3.2    
In undertaking these activities, the technical group is expected to (1) involve its members as broadly as possible, (2) take considerable initiative with respect to its own technical program organization, (3) satisfy the normal schedule and reporting requirements of the Technical Program Committee (TPC), and (4) ensure that all activities comply with relevant Society Operating Rules, described elsewhere in this chapter. 

15.3.3    
Failure to meet these requirements shall be handled in accordance with the procedures specified in Section 15.8.  At any time, a technical group petition the COTG-EC for a 1-year waiver of any of these requirements due to extenuating circumstances.  Waiver periods cannot be extended nor can successive waivers may be granted. 

15.4  Other Technical Group Activities 

15.4.1    
Technical groups are encouraged to conduct other activities consistent with the goals and the regulations of the Society.  These include (1) solicitation of nominations for Society awards, (2) sponsorship of annual meeting social events, (3) conduct of special technical sessions, (4) interaction and cooperation with other organizations having human factors interests, (5) conduct of separate conferences, and (6) publication of conference proceedings and special reports. 

15.4.2    
When special activities are conducted in conjunction with the Society annual meeting, they shall be subject to the approval and/or scheduling requirements of the Technical Program Committee.  Technical groups are encouraged, within the limits of their resources, to sponsor symposia, workshops, or invited speakers at the annual meeting of the Society.  Arrangements for these activities are to be made through the standard channels.  Although it is generally not the policy to waive registration fees or reimburse travel expenses for HFES members, TGs offer honoraria, cover registration, and/or reimburse travel expenses for both members and nonmembers who are serving as invited speakers within the limits outlined in 15.9.1 (Expenditure Approvals). 

15.5  Technical Group Officers and Terms of Office 

15.5.1    
Technical groups shall have, as a minimum, a chair, a Society annual meeting program chair, and an annual meeting program chair designate, each of whom shall be a Full Member of the Society and a member of the technical group.  A webmaster, newsletter editor, or any other officer also may be appointed or elected, who shall also be a member of the Society and a member of the Technical Group.  Each technical group elect or appoint such other officers as it considers desirable for effective operation.  Although not encouraged, multiple offices can be held by 1 individual in the same or in different technical groups, and multiple terms of office are permitted. 

15.5.2    
The term of office for the technical group chair shall be 2 years, whereas the terms for all other officers shall be determined by the technical group.  Approximately one-half of the technical group chairs shall begin their terms of office starting in even-numbered years and the other half in odd-numbered years as designated by the COTG Executive Committee.  In the event that a technical group chair is elected as COTG chair-elect, that person shall resign as chair of the technical group and shall appoint a new representative to serve the unexpired term of office. 

15.5.3    
Notification of all election results shall be sent to the Executive Director and the COTG within one month before the annual meeting. 

15.5.4    
The technical group chair oversees TG finances, making that the technical group account at all times has sufficient funds to support required activities such as those specified in Section 15.9, in particular for newsletter production and distribution, balloting processes, and administrative functions.  The chair shall determine the technical group membership dues rate for the following calendar year, and shall notify the Society executive director of this rate prior to or during the Society annual meeting.  The chair shall prepare the agenda for the annual business meeting, preside over the meeting, and ensure that the minutes or a summary report of this meeting are distributed to the TG membership.  The TG chair shall assure that nominations and voting for TB officers is proper and timely, reporting such to the COTG chair annually. 

15.5.5    
The technical group chair is also the primary conduit for information exchange between the technical group and the COTG, and is expected to participate in COTG affairs and to ensure that the other technical group officers and membership are apprised of COTG activities and issues. 

15.5.6    
The annual meeting program chair develops the TG's technical program through solicitation and review of technical paper submittals and symposia/panel discussion proposals.  These activities shall be carried out by a committee comprising the program chair and at least two additional technical group members, one of whom shall be the program chair designate. 

15.5.7    
The annual meeting program chair designate is understudy to the program chair and becomes the program chair when the current program chair's term of office expires.  Ordinarily, the program chair and program chair designate shall be different people. 

15.5.8    
The newsletter editor is responsible for the collection of information relevant to the field of interest, and for the preparation and distribution of not less than 2 newsletters per year. 

15.5.9    
In the case of an inactive technical group officer, or for other serious causes, the COTG-EC appoint officers to serve in place of, or in addition to, those elected by any technical group. 

15.6  Technical Group Elections 

15.6.1    
Every member of the technical group shall be afforded the opportunity to nominate officers and to vote for those nominated.  Attendance at the technical group's annual business meeting shall not be required for participation in these election processes.  Accordingly, technical groups are encouraged to conduct mail ballots and to distribute the requisite Call for Nominations and technical group officer ballots as part of the technical group newsletters, although alternative balloting procedures that meet these requirements and all reporting requirements can be developed and implemented.  Each technical group can determine whether it wants to handle such communications, and the actual vote either electronically, by mail or both. 

15.6.2    
The technical group chair shall solicit and include on each ballot arguments in favor of and in opposition to the proposal under consideration.  The time limit for the return of ballots shall not be less than 3 weeks from the posted date of ballot distribution.  A simple majority of those technical group members voting shall be used to approve or disapprove items under consideration. 

15.7  Technical Group Formation 

15.7.1    
Members of the Society interested in forming a new technical group shall file a petition with the COTG.  This petition shall indicate (1) the proposed name of the technical group; (2) its purpose, objectives, and specific area of interest; (3) a list of officers including, at a minimum, a chair, a Society annual meeting program chair and program chair designate, and newsletter editor; and (4) a list containing the names of individuals interested in joining the proposed group.  At least half of such individuals shall be Society members, and there shall be at least 75 names on the list.  The technical group chair, and Society annual meeting program chair, and the newsletter editor shall be Society Full Members. 

15.7.2    
The COTG shall consider whether establishment of the proposed group is justified and not in conflict with existing technical groups.  Following such consideration, the COTG shall vote on the proposal and shall forward the results of the vote, along with a recommendation, to the HFES Executive Council, which, in turn, shall vote on approval or disapproval. The new technical group begin functioning immediately upon Executive Council approval, and the COTG shall contribute up to $1000 to the new technical group to cover actual initial operating expenses (e.g., newsletter expenses).  No repayment of this contribution is expected. If the proposed group is not recommended by the COTG, the COTG chair shall provide the group with the reasons for the negative recommendation.  The proposed group include changes or other responses to the COTG's recommendation as part of the proposal package sent to the Executive Council. 

15.8  Technical Group Renaming, Split, Merger or Dissolution

15.8.1    
At the request of the majority of the Technical Group membership voting on the matter, the recommendation of a majority of the COTG voting on the matter, and a passing vote by the Executive Council, the status of a Technical Group can be changed. Voting at the Technical Group and COTG level will be open for a minimum of 14 days and shall not exceed 21 days. The Technical Group can be (1) renamed, (2) split, (3) merged, or (4) dissolved. In the event of a split, the new TGs would have to follow and meet the requirements of forming a TG. When a TG is requesting to split into one or more TGs a majority of the members voting from the technical group considering splitting must approve the split. When TGs are requesting to merge, a majority of the members voting from each of the technical groups considering merging must approve the merger. One cause for such a requested action may be repeated failure of a technical group to meet the requirements specified in Section 15.2 or Section 15.3 within a given year.

15.8.2    
Failure to meet technical group requirements. Instance of an unfulfilled requirement: The COTG chair shall notify the TG of the unfilled requirement(s). Within 3 months of being notified, the TG will be required to submit a plan to remedy the unfulfilled requirement(s) within 1 year and prevent its reoccurrence. If at one year, the TG has shown positive progression towards remedying their unfilled requirement, the COTG and EC could choose to vote to approve additional time to fulfill the requirements. If after two years, the TG has not shown satisfactory progress towards remedying their unfilled requirement, the COTG and EC could choose to dissolve the TG. 

15.9  Technical Group Finances 

15.9.1    
All funds shall be held in accounts maintained and supervised by the Society Executive Director.  The Society Central Office shall provide, at no cost to the technical group, basic membership and financial administrative services including member billing processes, membership list maintenance, and account balance tabulation.  Upon request, the Central Office shall prepare and supply, at cost, mailing lists for distribution of technical group materials. 

15.9.2    
The budget approved by the technical group chair and a detail of actual expenditures shall be published each year in the technical group newsletter and shall be presented at the annual business meeting of the technical group.  These data shall be distributed for information purposes to Council and to the COTG Budget and Finance Committee twice yearly at times specified by the Society executive director.  Should material changes in the budget be necessary throughout the year, such changes shall be considered by the COTG. 

15.9.1    
Categories of Technical Group Expenditures - Three general categories of technical group expenditures are distinguished.  The appropriate category for expenditures that do not clearly fit into 1 of these 3 categories shall be determined by the technical group chair and the COTG-EC.  Regardless of category or level of expenditure, proposed contractual agreements with individuals, groups, agencies, or organizations outside the Society shall be submitted to the COTG-EC for review and approval. 

15.9.1.1    
Category A--Technical group operating expenses.  These include items such as telephone, postage, stationery, and newsletter printing.  Such expenditures shall be authorized by the appropriate technical group officer, and the Society executive director shall require suitable documentation prior to distribution or reimbursement of funds. 

15.9.1.2    
Category B--Expenses associated with technical group activities held in conjunction with the Society Annual Meeting.  Technical groups can, with the approval of the Technical Program Committee, sponsor symposia, special sessions, or invited speakers at the annual meeting. Such activities shall comply with the relevant Society Operating Rules such as those detailed in Chapter 7 (Annual Meeting), Chapter 9 (Finances), and Chapter 12 (Awards).  Expenses associated with such activities shall be authorized per the specifications detailed in Section 15.9. 

15.9.1.3    
Category C--Expenses associated with technical group activities held apart from the Society annual meeting. Technical groups sponsor conferences, symposia, and workshops, with the approval of the Council. Such activities shall comply with the relevant Society Operating Rules such as those detailed in Chapter 9 (Finances), Chapter 12 (Awards), and Chapter 17 (Co-sponsored Technical Meetings).  Reduced registration or other fees for technical group members attending such activities are encouraged as a benefit to members of the sponsoring technical group.  Expenses associated with such activities shall be authorized per the specifications detailed in Chapter 17. 

15.9.2    
Expenditure Approvals - For Category B and Category C expenditures as described in Section 15.9.1, 4 levels of approval are distinguished: 

15.9.2.1    
Level 1--The proposed expenditure represents less than 33% of the current balance in the technical group account. Approval of the technical group chair is required.

15.9.2.2    
Level 2--The proposed expenditure represents between 33% and 66% of the current balance in the technical group account. In addition to the approval associated with Level 1 expenditures, the full technical group membership shall be given the opportunity to vote on the proposed expenditure (see Section 16.4.3). 

15.9.2.3    
Level 3--The proposed expenditure represents more than 66% of the current balance in the technical group account or a loan of up to $3000 in COTG funds is requested. In addition to the approvals associated with Level 2 expenditures, the COTG Budget and Finance Committee shall approve the proposed expenditure. 

15.9.2.4    
Level 4--The proposed expenditure includes a request for the loan of Society funds or the loan of more than $3000 of COTG funds. In addition to the approvals associated with Level 3 expenditures, such COTG loans shall be approved by the COTG and the loan of Society funds shall be approved by the Council. 

15.10  Technical Group Operating Rules

15.10.1
Technical groups can, at their own discretion, develop operating procedures through which to specify and guide TG operations. Such operating procedures shall neither conflict with nor supersede Society Bylaws or Society Operating Rules, and shall be updated when appropriate.  

15.11  Central Office Support for Technical Groups 

15.11.1    
The Central Office shall provide mailing lists of individuals to whom copies of all technical group newsletters, announcements, etc., are to be distributed.  Ordinarily, this list shall include Council members, the Central Office, members of the COTG, and editors of Society and technical group publications. 

15.12    
Technical Group Consultant Listings 

15.12.1    
Listings of consultants published by technical groups shall indicate that the Society does not endorse or certify the competence of those listed.

15.13  Technical Group Awards 

15.13.1    
Each technical group can, with the concurrence of the COTG-EC, provide awards within their area of interest.  Such awards provide formal recognition to persons who have made outstanding contributions to the technical group's area of interest. 

15.13.2    
Award Approval Procedure - Proposals for technical group awards shall contain a written description of the award that includes the purpose of the award, qualifications for the award, award nomination procedures, award criteria, and budget allocations for the award.  The proposed award shall be approved by a majority of the TG members casting ballots and submitted to the COTG-EC for approval.

15.13.3    
Award Budget Allowances - The total budget for a technical group award not exceed the costs of a certificate or plaque, award administration costs, and a monetary award not to exceed $500.  Proposed monetary awards larger than $500 shall be approved by the COTG-EC.  As specified in Chapter 6--Annual Meeting, hotel, meal, and award luncheon ticket expenses may be paid by the technical group for award recipients who are neither technical group nor Society members.  When the proposed total expenditures for any award exceed $1000 the expenditures shall be submitted to the entire membership of the technical group for approval, and require additional approvals per the specifications of Section 16.8.2. 

15.13.3.1    
If the award is to be presented at a conference other than the Society annual meeting, the technical group also pay registration fees for the recipient to the meeting where the award is presented.  Registration fees for the Society annual meeting may not be part of the budget unless the recipient is neither a Society nor a technical group member. 

15.13.4    
Award Reporting Requirements - The status of technical group award activity, including the names of recipients, shall be published annually in the newsletter of the sponsoring technical group. This information, along with the number of award nominees and the judges for each award, shall be sent to the Council, the COTG chair, and the Society Awards Committee twice yearly at times specified by the Society executive director. 

15.14  Objectives and Requirements of the Council of Technical Groups (COTG)

15.14.1    
The COTG is the coordinating body for the technical groups.  Its objectives and requirements are to: (1) provide guidance, counsel, and financial or other support to the technical groups, (2) serve as the Society's focus for technical issues, (3) identify new areas of technical interest, (4) establish policies regarding, and to authorize activities of, the technical groups, (5) encourage and aid the formation of new technical groups as warranted, (6) advise the Society Executive Council on matters of policy that involve technical considerations, and (7) conduct a business meeting at the Human Factors and Ergonomics Society annual meeting.  The COTG shall conduct activities relevant to the technical life of the Society. 

15.14.2    
The COTG shall hold an open business meeting in conjunction with the annual meeting of the Society.  The COTG chair shall publish and distribute an agenda to each technical group chair at least 2 weeks prior to the meeting. 

15.15  Council of Technical Group Officers

15.15.1    
Terms of Office - The COTG consists of 3 officers, (chair, chair-elect, and past chair), and the chair of each technical group.  Each COTG member except the chair shall have 1 vote in matters placed before the COTG.  On these matters, the chair shall cast a ballot only in the event of a tie vote among the COTG membership.   The chair does vote on matters placed before the COTG Executive Committee.  The management company person responsible for membership shall be a nonvoting, ex officio member of the COTG. 

15.15.1.1    
All COTG officers shall have served 1 full year as a technical group chair and shall be a Full Member in good standing of the Society. The COTG chair cannot concurrently serve as an officer in any technical group. The terms of office for the COTG chair-elect, chair, and past chair shall start and finish at the annual COTG business meeting with each office term being approximately 1 year in length.

15.15.2    
Duties - The COTG chair shall (1) supervise the conduct of routine business, (2) present policies and procedures to the COTG and/or COTG-EC for ratification, (3) ensure that COTG activities are conducted in compliance with Society Bylaws and Operating Rules, (4) represent the technical groups and the COTG to the Society Executive Council, (5) disseminate and update the COTG Handbook, (6) oversee COTG finances, and (7) provide oversight of the activities and viability of each Technical Group.  Compliance with the Bylaws and Operating Rules includes assuring that nominations and voting for TG officers is proper and timely. 

15.15.2.1    
Routine business includes: 

  • Ppreparing the agenda for the COTG annual business meeting
  • Encouraging TG chairs to attend COTG meeting at the Annual Meeting
  • Presiding over the meeting
  • Ensuring that the minutes of this meeting are distributed to the Council and Executive Director.  

15.15.3    
The chair-elect shall act as the understudy to the chair in order to become acquainted with the business and operation of the COTG in preparation for assuming the duties of the chair.  In the event that the chair does not serve a full term, the chair-elect shall succeed to the remainder thereof and continue through his/her own term.  The COTG chair-elect shall also serve as the chair of the COTG Budget and Finance Committee and, as such, is responsible for the day-to-day handling of COTG finances. 

15.15.4    
The past chair (immediate) shall provide advice and counsel to the COTG chair. 

15.16  Council of Technical Group Elections and Ballots

15.16.1    
A call for nominations for COTG chair-elect shall be distributed to the COTG by email or mail not less than 4 months prior to the annual COTG business meeting.  Self-nominations and the names of other individuals who consent to nomination shall be returned to the COTG chair not later than 4 weeks from the posted date of the Call for Nominations.  At least 2 individuals so nominated shall be required to hold an election.  If more than 3 qualified individuals accept nominations, only the 3 most frequently nominated shall be included on the chair-elect ballot.  Ties for the third position on the ballot shall be resolved by random selection.  Election ties shall be resolved by a vote at the COTG business meeting. 

15.16.2    
Chair-elect ballots shall be distributed to the COTG not less than 2 months prior to the annual COTG business meeting.  These ballots shall include nominee-supplied biographical sketches and, if desired by a nominee, a brief position statement.  The time limit for return of election ballots shall not be less than 3 weeks from the posted date of ballot distribution.  The chair-elect shall be elected by a simple majority of the COTG members casting ballots. 

15.16.2    
For ballot proposals, the chair shall solicit and include on each ballot arguments in favor of and in opposition to the proposal under consideration.  

15.16.3    
For votes taken at the annual business meeting, a quorum shall be composed of two-thirds of the COTG members or their designated proxies.  Proxy designations shall be made by the technical group chair to the COTG chair prior to the COTG annual business meeting. 

15.16.4    
A simple majority of those COTG members voting shall be used to approve or disapprove items other than technical group formation and dissolution, which require a two-thirds majority as specified in Section 16.6 and Section 16.7. 

15.17  Council of Technical Group Committees and Liaisons

15.17.1    
The COTG Executive Committee shall consist of the COTG chair, the chair-elect, the past chair, and not less than 2 technical group chairs appointed by the COTG chair.  The service of these TG chairs to the COTG-EC shall be limited to one-year terms.  In addition, the designated Executive Council Liaison to the Council of Technical Groups shall serve on the COTG-EC as a nonvoting, ex officio member. 

15.17.2        
The COTG-EC, chaired by the COTG chair, (1) handles routine administrative actions and day-to-day business matters relating to the Council of Technical Groups, (2) monitors technical group compliance with relevant Society regulations, and (3) selects COTG representatives to other organizations.  On matters to be placed before the full COTG for consideration, the COTG-EC shall review each matter, make recommendations regarding any COTG action, and provide a rationale for such recommendations. 

15.17.2    
Each year, the COTG-EC shall nominate an individual to serve as the COTG liaison to the Technical Program Committee.  Upon acceptance of this nomination by the TPC chair, the liaison shall serve as the representative of the technical groups in addressing such Society annual meeting issues as technical paper review procedures, session allocations, procedures and deadlines for calls for papers, and review of submittal acceptance/rejection ratios.  (See Chapter 18).  The COTG liaison to the TPC shall see that each TG is informed of the normal schedule and reporting requirements of the TPC (see Chapter 18). 

15.17.3    
The COTG Budget and Finance Committee, chaired by the COTG chair-elect, shall be composed of the COTG chair and not less than 1 COTG representative appointed by the Budget and Finance Committee chair.  The designated Executive Council Liaison shall serve as a non-voting, ex officio member of the Budget and Finance Committee. 

15.17.3.1    
The Budget and Finance Committee prepares and oversees the COTG's annual budget and all other financial matters in accordance with the relevant Society Operating Rules, such as those detailed in Chapter 8--Finances.  This Committee reviews and approves technical group budget requests as specified in Chapter 18. 

15.17.3.2    
At each COTG annual meeting, the newly-installed COTG chair, who is also the past chair of the Budget and Finance Committee, shall present the COTG budget for his/her term of office for approval by the COTG.  Proposed expenses include, but are not limited to, normal operating expenses such as telephone, postage, stationery, and officer travel to the Council midyear meeting in accordance with Society Operating Rules. 

15.18  Council of Technical Group Loans to Technical Groups 

15.18.1    
When there are insufficient resources within the technical group for such purposes as sponsorship of symposia or other special projects, technical groups can request the loan of COTG funds.  Such requests shall include a completed technical group budget approval request form detailing the amount required and proposed repayment schedule, and shall be submitted for approvals in accordance with the specifications of Section 15.9 (Technical Group Finances) and, as appropriate, with Chapter 17 (Co-sponsored Technical Meetings).  COTG funds so approved for use by a technical group shall be returned on a mutually agreed-upon schedule.  No surplus from the use of COTG funds or loss of COTG funds is expected.  The COTG shall be the first funding source to be reimbursed by the technical group. 

16.1  Definitions

16.1.1    
“Fellow” is a special class of Society membership as established in the Bylaws, Article I, Section 4.  Fellows shall be regarded as Full Members with respect to the membership privileges stated in the Bylaws.

16.1.2    
Fellow status is a permanent designation.  However, only Fellows in good standing are entitled the privileges of Society membership.

16.1.3    
Nominees are HFES members who are being evaluated for Fellow status. Nominators are HFES members who prepare and submit the Fellow Application for the Nominees, including soliciting Recommendations and collating Evidentiary Materials. 

16.2  Purpose

Election to Fellow status is an honor conferred by distinguished colleagues to Society Full Members in recognition of outstanding achievement, consistently superior professional performance, exceptional contributions, personal service to the Society, and other meritorious accomplishments.

16.3  Fellows Selection Committee (FSC)

16.3.1    
Duties -The FSC shall:

  • Administer the procedures for the applications of Fellows nominees.
  • Evaluate the eligibility, merits, and qualifications of nominees for Fellow status.
  • Submit list of nominees recommended for Fellow to the Executive Council for confirmation. 
  • Prepare vitae sheets for each Fellow nominee and submit list of Fellow nominees to the Fellows-at-Large for voting.
  • Report and coordinate the results of the application and election process with the Central Office, Executive Council, and Fellow nominators and nominees.
  • Execute the procedures necessary to nominate and elect a new FSC chair and committee members.
  • Review and recommend criteria and procedures for election of qualified members to Fellow status.
  • Submit a midyear progress report and a year-end final report to the Executive Council that summarizes activities, accomplishments, plans, and any other matters felt to be relevant to the Executive Council.  
  • Prepare an estimate of the cost of FSC business for the succeeding Fellows election program year, in collaboration with the Executive Director, and submit to the Executive Council as a formal budget request for deliberation at their annual meeting.

The Central Office shall maintain and provide a template and information for the nomination and endorsement of Fellow nominees; count election ballots for members of the FSC and the election of nominees by the Fellows-At-Large; and administer the approved budget allocation for FSC operations.

16.3.2    
Composition - The Fellows Selection Committee shall consist of 9 Fellows of the Society who are elected by the Fellows-at-Large: a group consisting of all current Fellows.  Members of the FSC shall not simultaneously hold positions on the Executive Council. The chair of the FSC is elected by members of the committee. 

16.3.3    
FSC Chair - The chair-elect of the FSC is elected by members of the committee. As soon as practical after the three new FSC members are elected, the FSC Chair shall identify one of those three to serve as chair-elect of the FSC for the forthcoming year.  The name of the proposed chair-elect shall be submitted to the FSC members for confirmation or rejection.  If a majority of FSC members vote for confirmation, then the person shall become the new chair-elect.  If not, then the FSC Chair shall nominate a new person to be selected from the remaining new FSC members and submitted for confirmation. Rotation from current chair-elect to chair and from current chair to immediate past chair shall occur at the conclusion of the awards presentation at the annual meeting of the Society.

16.3.4    
Members of the FSC shall serve staggered, three-year terms.  Therefore, three members shall complete their terms each year coincident with the annual meeting.  Three new members shall be elected to fill the vacancies.  At least one month prior to the annual meeting, the chair shall ask the incumbent committee members to recommend Fellows as candidates for FSC membership.  Six candidates shall be identified and the chair shall ascertain the willingness of those candidates to serve, and shall prepare and submit a ballot of 6 candidates to the Fellows-at-Large for voting.  The three candidates who receive the highest number of votes from the Fellows-at-Large voting shall be elected to three-year terms as members of the FSC.  The chair shall notify the candidates of the outcome of the election.

16.3.5    
If any member of the FSC is unable to continue service for the duration of their term (due to death, incapacitation, conflict, or other reason), then the FSC chair is responsible for recommending a replacement member from previously identified candidates who were not elected in the most recent elections for FSC.  

16.4  Eligibility for Election to Fellow Status

16.4.1    
Membership - A nominee for election to Fellow status shall be a Full Member currently in good standing for at least the five preceding years. 

16.4.2    
Experience - The nominee shall have accrued at least 10 years of professional job experience in human factors/ergonomics. 

16.4.3    
Professional Contributions - The nominee shall have made extraordinary, outstanding and meritorious contributions to human factors/ergonomics that distinguish the nominee in an exceptional, exemplary manner.  A distinguishing contribution shall be unique and non-routine, and shall accrue benefit to the human factors and ergonomics profession as well as to a particular user/client community.  The contribution shall “elevate” and “set apart” the nominee from the remaining body of human factors / ergonomics (HF/E) professionals within the primary specialty group being represented.  Qualifying contributions shall have been achieved in one or more of the professional specialties outlined below. 

16.4.3.1    
Education - Nominees who have made meritorious contributions in functions such as teaching, developing HF/E related educational material, and mentoring/advising graduates with degrees in HF/E related studies who have gone on to successful careers in HF/E.

16.4.3.2    
Research & Development - Nominees who have made outstanding contributions in industrial, nonprofit, government, or other laboratory or field settings in which the primary mission was basic or applied research and development, studies and analyses. 

16.4.3.3    
Applications & Practice - Nominees who have made extraordinary contributions in providing HF/E services and expertise as a consultant, HF team member, expert witness, contractor, and so forth. 

16.4.3.4    
Management & Supervision - Nominees who have made exceptional contributions in supervising and coordinating people and resources to achieve HF/E objective(s) across a broad range of organizational settings.  This includes leadership and management of activities related to: (1) application of HF/E knowledge, methods, and principles, (2) performing research to develop new HF/E knowledge or methods, (3) developing or supporting academic programs in HF/E related fields, and/or (4) development of HF/E related organizational policy.  Distinguishing contributions could have been made as a manager or supervisor of HF/E work groups and/or as a principal investigator managing large projects.  The contribution of the nominee shall be differentiable from that of the work group.  

16.4.3.5     
Outreach & Advocacy.  Nominees who have made outstanding contributions that raise awareness and visibility of the HF/E discipline and its value/contributions and/or promote the application of HF/E principles within the government, other societies, commercial, non-profit, and/or public sector(s).  It is expected that a nominee would demonstrate additional outstanding contributions beyond those of Outreach & Advocacy.

16.4.4.    
To facilitate preparation of the Professional Contributions Statement, a guide is to be prepared and provided with the Fellow Application Package which includes (1) brief descriptions of the duties of each specialty, (2) examples of distinguishing contributions, and (3) examples of types of evidentiary information supporting those contributions which would be considered acceptable.  The guide is to be updated periodically to ensure its relevance and usefulness.
        
16.4.5       
Human Factors and Ergonomics Society Service - A nominee for Fellow shall have provided meaningful and sustained service  to the Society over a period totaling a minimum of five years.  While gaps in contributions to the Society due to personal circumstances or career shifts should not be seen as disqualifying or negative considerations against the nominee, it is important that the nominee demonstrate recent and continuing service to the Society.  

The FSC takes a broad, inclusive view of service to the Society that recognizes the wide variety of volunteer activities that meaningfully contribute to the functioning and vitality of the Human Factors and Ergonomics Society.

Examples of Society involvement that might result in such contributions include, but are not limited to: 

  • Serving as elected or appointed offices, including Technical Group or local chapter offices of the Society
  • Serving on Society committees or task forces 
  • Serving as Editor, Editorial Board member, or reviewer for Society publications (including Society Conference proceedings). 
  • Organizing tracks, workshops, or panels for Society Meetings
  • Presenting virtual seminars and tutorials for the Human Factors and Ergonomics Society

Merely holding Society positions such as those listed above is not, however, a qualifying activity in itself; rather, it is the specific contributions to the Society that were made during the period of service  that are important and shall be evaluated.  The application package shall describe the contributions and their significance to the Society for the nominee to satisfy this criterion.

Importantly, the service requirement can only be met by activities that are in direct service of the Human Factors and Ergonomic Society.  While service to other professional organizations (e.g., participating on professional standards committees, serving as an Associate Editor of a non-HFES journal), may be presented as evidence of professional contributions, it shall not count toward the requirement of service to the Human Factors and Ergonomics Society. 

16.4.6    
The nominee shall attest to and adhere to the Society Code of Ethics. 

16.5  Application

16.5.1    
An “Invitation for Applications for Fellow” shall be disseminated beginning each October to the members at large using typical communication methods of the Society.  Any member of the Society in good standing can submit an application for Fellow on behalf of another person. Any member of the Society in good standing can also recommend a nominee to the FSC, in which case the FSC shall send a notice to the prospective nominee, inviting them to apply in the next Fellows election cycle.  The nominator shall prepare an application package and shall solicit and include endorsements from at least three other members in good standing. Note that self-nomination is allowed. In that case, the nominee would also be the nominator. 

To facilitate preparation of the Professional Contributions Statement, a guide is to be prepared by the FSC and provided with the Fellow Application Package which includes (1) brief descriptions of the duties of each specialty, (2) examples of distinguishing contributions, and (3) examples of types of evidentiary information supporting those contributions which would be considered acceptable.  The guide is to be updated by the FSC periodically to ensure its relevance and usefulness.

16.5.2    
Documented Evidence - Evidence of the meritorious contributions of the nominee  shall be provided or referenced as available in documented form in the application package.  Such documentation shall vary in form and content depending upon the particular professional specialty or specialties selected for the nominee’s application and shall be reviewed annually by the FSC for completeness and clarity.

The nominators shall furnish an electronic copy of the three most significant articles, publications, papers, reports or other documents, that attest to the meritorious contributions of the nominee.  If a subject document is a complete book, then only the title page and table of contents need be submitted.  Chapters of books should be provided, unless unduly long or cumbersome. References to other available evidentiary documentation that supports the application should be included to aid the FSC in their deliberations.  

A copy of the nominee’s current curriculum vitae or résumé is to be provided with the application.

The nominee shall include a signed statement that he or she has adhered to the Society Code of Ethics in the past and affirms his or her intention to continue to do so in all future professional endeavors.

The complete application package shall be submitted by the nominator to the Central Office on or before the deadline for applications.  

16.5.3    
Members of the FSC are prohibited from recommending, endorsing, or submitting applications as a nominator for nominees during their 3-year terms.  If a recommender or nominator subsequently becomes a member of the FSC, then they shall declare a conflict of interest and recuse themselves from further actions on that nominee.  However, members of the FSC, acting jointly or individually, can suggest that other non-FSC Society members consider nominating deserving individuals.  Members of the FSC are prohibited from providing reviews of nominees’ application packages before nominators submit the package.

16.5.4    
There shall be no limit on the number of times that a Full Member can apply for election to Fellow status.  A Full Member can re-apply during each cycle, regardless of the number of cycles between first application and subsequent applications.

16.6  Nominee Evaluation (FSC) 

After the application packages for all nominees have been received by the Central Office and forwarded to the FSC, each member of that committee shall evaluate the eligibility, qualifications and overall merits of each nominee on the basis of the materials submitted.  Note that the criteria listed in Section 16.4 are minimum qualification standards.  Particular attention is to be paid to the specific distinguishing contributions claimed for each nominee and the sufficiency of the evidentiary documentation submitted to support those claims.  

FSC evaluations shall also may be based on discussion among committee members, and such discussion is encouraged.  The FSC should use consensus-building techniques, conference calls, and emails wherever appropriate to achieve high levels of rater agreement among FSC members.  The FSC shall conduct a real-time meeting (by co-location, telephone, video, and/or computer conference) in which all members are strongly encouraged to participate when making the final decision on which nominees shall be submitted to the Executive Council as recommended Fellow nominees.

The FSC shall use a systematic rating procedure to be followed by all FSC members which requires independent ratings for each nominee on each of the eligibility criteria with a final, overall, summary rating of the nominee’s qualifications.  Thus, each member shall vote independently to accept or reject each nominee. Note that a given nominee shall fully meet all four eligibility criteria to be considered acceptable.  The following four-point scale is to be used for the final, overall rating.  A similar scale that clearly defines levels of acceptability is to be used for evaluating nominees on each eligibility criterion. 

  1. Unacceptable – Nominee clearly fails to meet one or more criteria;
  2. Marginal – Nominee’s qualifications on one or more criteria are equivocal, ambiguous, or are unclear;
  3. Acceptable – Nominee clearly meets all qualification criteria without reservation and is acceptable as a nominee.
  4. Outstanding – Nominee is exceptionally well qualified on all qualification criteria and is an outstanding nominee.

Only ratings of 3 or 4 are to be counted as affirmative votes.  If 66% or more eligible FSC members (i.e., at least 6 of the 9-member committee) assign overall ratings of 3 or 4 to a nominee, then the individual is to be recommended to the Executive Council for confirmation as a nominee for Fellow.  If a FSC member assigns a rating to a nominee for service to the Society of 1 or 2, then the highest possible rating of the nominee from that member shall be 2.  A FSC member who assigns an overall rating of 1 or 2 (rejection) to a nominee shall explain the material reasons for the unacceptable rating so that the FSC chair can summarize them in the vitae sheet provided to the Fellows-at-Large (if the nominee is accepted by 2/3 of the FSC).  Further, if the nominee is rejected, then such reasoning shall be included in the letter of notification to be sent to the nominator. 

The FSC chair is responsible for soliciting assurances of No-Conflict of Interest (COI) from each FSC member, for each nominee. Self-assessment and criteria such as commonly in use for proposal reviews (i.e., from the National Science Foundation, National Institutes of Health, or similar) can be used by members in evaluating for COI. Members with COI should refrain from evaluating and participating in discussion regarding nominees for which the member has a COI. 

If a member of the FSC does not evaluate a nominee for any reason (including COI) and the remaining committee members concur that a full complement of votes is needed, or if there are fewer than 6 members providing evaluations, then the FSC chair shall find an alternate committee member to evaluate that nominee, as follows:  The FSC chair shall first ask the members who rotated off the committee in the previous year to serve as an alternate.  If none of those members are willing to serve, then the FSC chair shall contact members who rotated off the committee the previous year, etc., until sufficient alternate committee members have been identified and serve.

A summary table of criterion ratings for each nominee is to be submitted by each FSC member to the chair for review and analysis.

16.7  Nominee Confirmation (EC)

The names of all nominees accepted by the FSC shall be submitted to the Executive Council for confirmation as well as the results of the FSC ratings along with the application and recommendation forms submitted in support of the nominees application for each nominee (This does not include the ancillary materials such as the nominee’s publications.)  

Confirmation shall occur during the Executive Council midyear meeting.  At the beginning of the midyear meeting and before discussion of nominees, a call for conflict of interest declaration should be made.  If conflicts of interest are declared, then the Executive Council member should recuse themselves from discussion and action regarding any nominee with whom they have a conflict of interest.  Each Executive Council member shall vote independently for each nominee and shall make 1 of 3 choices: “accept,” “reject,” or “abstain.”  The number of Executive Council members voting to “accept” or “reject” a given nominees shall be totaled.  If a majority of that total constitute “accept” votes, then that nominee shall be put forward for election to Fellow status by the Fellows-at-Large.  Executive Council members are required to vote “abstain” for nominees they have nominated or recommended.  If there are concerns about FSC selection process or evaluation criteria, then the Executive Council should request clarifications or updates from the FSC in a timely manner.  These communications should not be attempts to modify or re-evaluate the votes of FSC members, except if the evaluation processes as defined in these operating rules are violated.

16.8  Fellow Candidate Election (FSC)

After the Executive Council has completed its review of the nominees, the FSC shall submit the names of the nominees confirmed by the Executive Council to the Fellows-at-Large by mail or email ballot.  To aid the voting process, the FSC is to provide a vitae sheet for each confirmed nominee which includes current position, degrees, nominating and recommending members, the Society membership period, professional work history, summary statements from the application which detail the specific qualifying contributions of the nominee, ratings made by each FSC member for the nominee, and a brief summary of the strengths and weaknesses of the nominee as reported by FSC members.

Ballots shall be forwarded to the Fellows-at-Large by the Central Office.  For each nominee, each Fellow-at-Large member shall vote independently, and make 1 of 2 choices: “accept” or “reject.”  Each Fellows-at-Large member shall indicate the reason(s) for any “reject” vote by noting the criterion/criteria (i.e., work experience, professional contributions, Society service) that the nominee did not meet.  Completed ballots shall be returned to the Central Office and shall be counted by, or under the supervision of, the Executive Director of the Society.  The number of Fellows-at-Large members voting to “accept” or “reject” a given nominee shall be totaled.  If two-thirds of that total constitute “accept” votes, then that nominee shall be considered elevated to Fellow status. 

16.9  Notification and Recognition (FSC)

The chair of the FSC shall notify nominators as to whether their nominee(s) were either accepted or rejected by the FSC. If the nominee(s) have been rejected by the FSC, then the reasoning for that action shall be made known to the nominator, along with any suggestions for future action.  The same action shall be taken by the FSC chair following balloting by the Executive Council and the Fellows-at-Large.  The Executive Council shall provide to the FSC chair clear material explanations for any nominees not confirmed by the Executive Council, to support communication from the FSC to the nominator(s) and nominee(s).   

Newly elected Fellows shall be introduced during the Society’s International Annual Meeting by the outgoing chair of the FSC.

16.10  Fellow Selection Schedule

Fellow selection shall generally follow the schedule that follows.

Fellow Selection Schedule
Date Action
September Identify new committee chair for the FSC.  Include in the year-end report to the Executive Council. (Outgoing Chair)
September Submit roster of six candidates for FSC to Central Office (Chair)
October Elect three new FSC committee members.  Include in year-end report to the Executive Council. (Chair)
October Disseminate “Invitation for Applications for Fellow” 
November Disseminate names of members of the FSC.
February Fellow application packages due at the Society Central Office
March Complete evaluation of Fellow nominees.  Notify nominator sof accepted and rejected nominees.
April Submit names of nominees recommended for Fellow and supporting documentation to the Executive Council for vote at its midyear meeting.
April Submit midyear report on FSC’s activities, plans, and budget requirements
June Submit names of nominees confirmed by Executive Council to the Fellows-At-Large for election
July 31 Fellows-At-Large election ballots due
August Prepare annual report on the committee’s activities, future plans and budgets
August Notify nominators and nominees of their election to Fellow status by the Fellows-At-Large
August Submit list of Fellows-elect to the Executive Council
17.1  Approval Form

17.1.1    
Technical groups and chapters are encouraged to co-sponsor or host joint meetings that shall benefit their membership and promote the discipline of human factors.  A request form for such joint meetings shall be prepared and shall include the date, place and purpose, projected size, points of contact in the cosponsoring organization, proposed budget, and extent of fiscal responsibility of the technical group or chapter and the Society. 

17.2  Who Approves

17.2.1    
If no costs to the Society are involved, sponsorship can be approved by the President.  

17.2.2    
If expenses are expected to exceed $1,000, then approval of the program shall rest with the Council of Technical Groups or the Chapter Affairs Committee, respectively.  However, a legal opinion regarding the responsibilities/obligations of the technical group or chapters and the Society shall be obtained through Executive Council, and therefore Executive Council approval could be required as well.  If the proposed meeting is beyond the resources of the proposing technical group or chapter, or the Society name is used, then approval shall rest with the Executive Council of the Society. 

17.3  Quality Control

17.3.1    
The sponsoring technical group or chapter shall be responsible for ensuring the technical and editorial quality of any proceedings or publications that result from these meetings.  The assistance of the Publications Manager can be requested. 

18.1  Purpose and Objectives

18.1.1    
The Technical Program Committee is responsible for the structure, content, balance and quality of the technical program (i.e., the workshops and lectures, symposia, panel, plenaries, and other scientific and applications-oriented presentations) of each annual meeting of the Society.  Its objectives are to: (1) enhance and innovate the program; (2) provide continuity of planning to reflect members' evolving interests; (3) ensure quality control of the program; and (4) develop and maintain a central database for planning towards and implementation of those objectives. 

18.2  Functions

18.2.1    
Specific functions of the TPC include: 

  • Promote innovative expressions for the technical program sessions;
  • Develop methods for ensuring quality of the technical program;
  • Develop quality standards for visual/auditory materials;
  • Evaluate audience perception of quality of presentations through the use of evaluation forms;
  • Collect data into a central database to include pertinent information such as attendance, logistical elements, presenter attendance reliability, correlation of abstracts with delivered presentations, and any other data relative to enhancement of the program;
  • Maintain the database in a form readily usable for program planning in subsequent years;
  • Coordinate logistical support matters, including any required computer equipment and other audio/visual aids, with the professional meeting planner. 
  • Coordinate matters relative to the meeting theme, innovations, keynote speaker selection, and other matters deemed appropriate by Executive Council action;
  • Allocate the proportion of sessions for technical groups, general sessions, workshops, special sessions, work-in-progress posters, and other events to ensure a balance of presentations;
  • Maintain a formula for allocation of sessions among the technical groups, general sessions, and special sessions;
  • Prepare a budget for the TPC functioning itself;
  • Prepare any proposed changes to these Operating Rules.
18.3  Members

18.3.1    
The TPC shall consist of a chair, appointed or reappointed by the president, and a minimum of 6 members.  They include the chairs for (1) workshops, (2) general sessions, (3) special sessions, and (4) quality control/evaluation, and a liaison to the Council of Technical Groups.  In addition, ex officio members shall include the executive director and the professional meeting planner.  The chair solicits candidates from the TPC and the Executive Council.  The TPC chair is responsible for final appointment of all TPC subcommittee chairs.  The COTG liaison is nominated by the COTG, subject to confirmation by the TPC chair.  The chair can retain or reappoint subcommittee chairs. 

18.3.2    
The term of the Technical Program Committee (TPC) Chair shall be 3 years, with year 1 as Chair-Elect training under the current TPC Chair, and years 2 and 3 as TPC Chair. Should the TPC Chair desire to continue in the role after 3 years, they may undergo an annual performance review and be reappointed by the President. At least one year prior to when the TPC Chair intends to vacate the position, they should provide notice to the Chair of the Meetings Committee and the President of their intention so that a Chair-Elect can be identified and appointed by the President to train under the TPC Chair. 

18.4.  Technical Committee Program Chair

18.4.1    
The TPC chair oversees, directs, and is responsible for the completion of the committee business.  The chair ensures that the technical program is conducted in accord with adopted policies of the TPC as approved by or directed by Council.  The chair requests a committee budget and coordinates expenditures with the Secretary-Treasurer and the Central Office. 

18.4.1.1    
The term of the Technical Program Committee (TPC) Chair shall be 3 years, with year 1 as Chair-Elect training under the current TPC Chair, and years 2 and 3 as TPC Chair. Should the TPC Chair desire to continue in the role after 3 years, they may undergo an annual performance review and be reappointed by the President.  A Technical Program Committee Chair will not typically serve more than six consecutive years. At least one year prior to when the TPC Chair intends to vacate the position, they should provide notice to the Chair of the Meetings Committee and the President of their intention so that a Chair-Elect can be identified and appointed by the President to train under the TPC Chair. 

18.4.2    
The chair coordinates with the Central Office all TPC inputs to the "Preliminary Call for Proposals" (Bulletin), the "Call for Proposals," the "Handbook for Program Chairs," the "Preliminary Program,” and the final Annual Meeting Technical Program. 

18.4.3    
The TPC chair is responsible for final session allocation among technical group, special session, and general session chairs.  The chair coordinates such session allocation with the Central Office and reviews any special requests or considerations for sessions with the Central Office.  As advised by the General Sessions chair, the TPC chair shall reserve a session for the President's Forum and can reserve sessions for presentations of special merit and interest to the membership. 

18.4.4    
The chair and/or the chair's designee shall attend all annual meeting session chairs’ breakfasts in order to provide guidance, forms, and other information.  The chair shall ensure that an TPC table or booth is staffed with TPC members throughout the meeting for the purposes of evaluation form handling, volunteer assistance, attendee assistance, publicity activities related to the technical program, and coordination with the professional meeting planner, Society staff, and the Host Committee for any other relevant matters. 

18.4.5    
The chair shall hold a meeting with the TPC subcommittee at the annual meeting to review pertinent meeting experiences, preferably on the last day of scheduled sessions. 

18.5  Keynote Speaker(s) Selection

18.5.1    
At the midyear planning meeting, the President-Elect shall communicate with the Executive Council regarding potential themes and a budget for the keynote speaker(s) for the following year.  The President-Elect shall communicate with the chair of the Technical Program Committee regarding the direction of Council and, if they choose, about specific candidate keynote speakers.  This communication shall begin no later than the preceding annual meeting; otherwise the TPC chair proceed without presidential input.  In either case, the chair of the TPC seeks input from the TPC.  The chair of the TPC and president-elect (if applicable) then present an ordered list of potential speakers to the association management company staff, who shall explore fees and availability with the speakers.  Communication among the chair of the TPC, the President-Elect, and the Executive Director continues until arrangements are confirmed. 

18.6  Reports

18.6.1    
Each TPC subcommittee chair shall give an oral report at the annual meeting of the TPC. The chair shall prepare and distribute notes and action items from this meetings to TPC members within 1 month.  The chair shall prepare a report for the midyear and annual meetings of the Executive Council and shall solicit any required inputs to that end from TPC members. 

18.7  Workshops

18.7.1    
Workshops shall be:

  • Offered in association with the annual meeting, unless otherwise specifically authorized by the Executive Council.
  • Of high professional quality, deal with timely topics, and emphasize hands-on interactive learning.
  • Self-supporting.  Income for workshops shall be derived from registration fees, and expenses of workshops shall be paid from those fees. 

18.7.2    
The Workshop Committee Chair shall appoint at least 3 members to the subcommittee to assist in soliciting and reviewing workshop proposals and to assist in other duties as assigned by the Workshop chair. 

18.7.3    
The Workshop Committee shall:

  • Determine desired topics;
  • Invite selected experts to present workshops;
  • Solicit proposals for workshops as part of the Call for Proposals for the annual meeting;
  • Make final selection of workshops and instructors to be scheduled;
  • Prepare descriptions of workshops for the annual meeting program;
  • Coordinate room and audio-visual requirements for each workshop;
  • Arrange for Continuing Education Unit (CEU) credits;
  • Arrange for duplication and distribution of course materials;
  • Utilize course evaluations to be used in selecting future workshops;
  • Coordinate a budget with the TPC, the executive director, and the professional meeting planner. 
18.8  General Sessions

18.8.1    
The General Sessions Committee Chair is responsible for lecture, symposium, and panel proposals that do not match the interest areas of any single technical group. 

18.8.1.1    
Shortly after each annual meeting the General Sessions chair shall provide written guidance about the President's Forum to the Immediate Past President, who is expected to conduct a President's Forum on a topic of major significance at the annual meeting.  The General Sessions chair is the Past President's point of contact for arranging this session. The General Sessions chair shall advise the TPC chair to reserve a session in a preferred time period for this purpose.  Prior to the TPC midyear meeting, the General Sessions chair shall obtain from the past president a written outline that describes the planned content and participants.  The TPC shall review the outline at its midyear meeting and provide feedback via the General Sessions chair. 

18.8.1.2    
The General Sessions chair is also the point of contact for organizers of annually recurring presentations of special merit and interest to the membership.  Each organizer of a reserved session shall prepare a written outline that describes the planned content and participants and deliver it to the General Sessions chair before the TPC midyear meeting.  The TPC shall review the outline at its midyear meeting and provide feedback via the General Sessions chair. 

18.8.2    
This subcommittee is responsible for sending proposals for review and further coordination to particular technical group program chairs that have particular interest in the proposed material or session. 

18.8.3    
Proposals for general sessions are subject to the same review process that pertains to individual technical groups. 

18.9  Special Sessions

18.9.1    
Functions - The Special Sessions Committee (1) encourages the development of innovative formats for presentations sponsored by TGs or the General Sessions chair, and (2) assists in soliciting such proposals from the membership.  Innovative proposals of sufficient quality that do not fall within the domain of TGs or the General Sessions shall be sponsored at the annual meeting by the Special Sessions subcommittee. 
    
18.9.1.1    
The Special Sessions Committee shall receive, review, and select proposals with presentation formats that fall outside of traditional lecture, symposium, panel, or poster (work in progress) formats.  Examples are videos and demonstrations not given in conjunction with (during the same session as) lectures, symposia or panels.  This subcommittee shall recruit additional reviewers as appropriate to ensure review from multiple reviewers. 

19.9.1.2    
This subcommittee shall coordinate with the professional meeting planner for video equipment, personal computers, appropriate rooms or space, and other requirements that innovative presentations require. It shall also assist the TG and General Sessions chairs to make similar arrangements if necessary.  This subcommittee shall coordinate poster sessions, including combining posters from multiple TGs and the General Sessions chair, as needed. 
    
18.9.1.3    
The subcommittee shall prepare publicity materials to ensure that the special sessions receive adequate publicity prior to and during the annual meeting. 

18.9.1.4    
The Special Sessions chair shall report to the TPC prior to the annual meeting, including a summary of the proposals received, accepted, rejected, and withdrawn.  After the meeting, the chair shall report on the quality of the special session presentations and arrangements, making recommendations for future improvements as appropriate. 
    
18.9.1.5    
A session shall be scheduled, if necessary, during which candidates for the Alphonse Chapanis Award can present their papers (in addition to their presentations at regularly scheduled sessions).  This session shall be completed in time for the award to be made at the scheduled time. 

18.9.2    
Members - The Special Sessions subcommittee shall include the chair and at least 1 member to assist with proposal review and other duties as assigned by the Special Sessions chair. 

18.9.3    
Expenses - Expenses associated with special sessions shall be covered within the annual meeting budget to the extent that equipment requirements fall within the standards set by the TPC. 

18.10  Council of Technical Groups Liaison

18.10.1    
Duties - The liaison, Council of Technical Groups (COTG), represents the technical interests of the TGs in the annual meeting program.  The liaison acts as a communication channel between the TPC and the COTG.  The liaison makes recommendations from TGs to the TPC and conveys TPC policies, plans, and procedures to the COTG.  The COTG liaison to the TPC shall see that each TG is informed of the normal schedule and reporting requirements of the TPC (see Section 16.3.1).  More specifically, the duties include:

  • Oversight of the TG proposal evaluation process by TG program chairs. 
  • Review of the Handbook for Program Chairs.
  • Assessment of compliance with scheduled milestones for TG program chairs.
  • Review of TG proposal acceptance/rejection rates.
  • Review of session allocations and maintenance of a session allocation algorithm.
  • Support the Quality Control/Evaluation Committee.
  • Review the duties and procedures for session chairs.
  • Review the Call for Proposals and associated submission forms.
  • Preside at a meeting of TG program chairs scheduled during the annual meeting to assess the proposal evaluation process and suggest changes thereto.  The liaison shall solicit problems, ideas, and suggestions based on the TG's program experience for transmittal to the TPC. 

18.10.2    
The liaison is appointed to the TPC by recommendation of the COTG subject to confirmation by the chair of the TPC. 

18.11  Quality Control/Evaluation

18.11.1    
The Quality Control/Evaluation Subcommittee shall be responsible for the quality standards for all technical presentations.  It establishes presentation standards for each category of technical program session.  This subcommittee shall closely coordinate with the chair of the TPC for evaluation formats and statistical analyses necessary for quality evaluation.  

18.11.1    
Specific duties include to:
    
(1) Provide guidelines for preparation of visual/auditory aids used in the technical sessions, (2) track input quality projections from the session program chairs, (3) correlate these with output measures of quality assessed by the membership using standardized forms developed and maintained by the subcommittee, and (4) interpret data to assess quality trends and to provide a basis for changes in proposal submission standards.  

Accordingly, the subcommittee shall: 

18.11.1.1    
Collection and Coding    

  • Design and update quality evaluation rating forms;
  • Develop and coordinate logistics for distribution and collection of the forms at the annual meeting sessions;
  • Collect and maintain of records of session attendance and quality ratings by type of session and by individual technical groups;  
  • Coordinate with the Workshop Subcommittee for evaluation procedures and maintain records of past workshop evaluations;
  • Maintain a database of session, workshop, and other event attendance and quality, and develop computer codes for inputs and statistical analysis purposes over multiple meetings.  

The database shall be designed to protect the privacy of its content for all members, session chairs, or any other persons in accordance with the policies of the TPC as subject to the overview and direction of the Executive Council. 

18.11.1.2    
Analysis and Interpretation

  • Provide attendance and quality statistics for sessions, workshops, and other events by type of session and by individual technical groups.
  • Provide additional analyses to help the TPC understand and act upon variables such as TG size, publicity factors, session room parameters, program schedule time, session allocations, and/or any others which assist in any of the objectives of the TPC.  These analyses can include both standing requests and specific analyses directed by the TPC chair.

18.11.1.3        
Reporting

  • Report evaluation results to the TPC and, in summary fashion, to the membership in the Bulletin;
  • Recommend to the TPC how to convey the evaluation results to (1) individual presenters and (2) chairs of sessions, and (3) TG, General, and Special Session program chairs.  Who shall convey the evaluation results to these 3 groups is a TPC decision.

18.11.3     
The Quality Control/Evaluation chair shall recommend to the TPC any actions to enhance the quality of subsequent technical program sessions.
 

18.1  Purpose and Objectives

18.1.1    
The Healthcare Symposium Technical Program Committee (HCSTPC) is responsible for the structure, content, balance, quality, and financial viability of the technical program of each Society Healthcare Symposium.  This includes the workshops and lectures, symposia, panels, plenaries, and other scientific and applications-oriented presentations.  The Committee shall (1) develop an innovative program and financially viable program that reflects attendee interest; (2) ensure quality control of the program; (3) plan the execution of each Symposium; and (4) develop and maintain a central database and provide analyses for program planning.  

18.1.2    
More specifically, the Committee:

18.1.2.1            

  • Develops an innovative program and financially viable program that reflects attendee interest
  • Supports innovative session formats and content for the technical program 
  • Prepares a budget or budgets for the HCSTPC activities (e.g., to support meetings of the committee members) and the meeting overall

18.1.2.2        

  • Ensures quality control of the program
  • Develops methods to assess technical program content quality 
  • Evaluates audience perception of the quality of presentations using evaluation forms or surveys
  • Develops and coordinates logistics for the distribution and collection of the forms at the Symposium or via web survey
  • Develops quality guidelines for visual/auditory materials in presentations

18.1.2.3        

  • Plans the execution of each Symposium
  • Coordinates matters relative to the meeting theme, content, keynote speaker selection, and other matters identified by the Executive Council
  • Coordinates logistical support, including any required computer equipment and other audio/visual aids with the professional meeting planner
  • Prepares a budget for the HCSTPC functioning itself (e.g., to support meetings of the committee members)
  • Prepares any proposed changes to Operating Rules for the Symposium

18.1.2.4           

  • Develops and maintains a central database and provides analyses program planning
  • Assists the Society management company in collecting data for a central database to support planning, analyzes how attendance and ratings by were affected by factors such as session content and format, when events occurred in the symposium, room characteristics, and the timing and type of publicity.  In addition, analyses could consider logistical requirements, presenter attendance reliability, the correlation of abstracts with delivered presentations, and any other data to enhance the program.     
18.2  Committee Members

18.2.1    
The HCSTPC shall consist of: (1) either (a) a chair and a co-chair OR (b) two co-chairs and (2) a minimum of four track chairs.  Ex-officio members shall include the Executive Director and the professional meeting planner.  

18.3    Health Care Symposium Technical Program Committee Chair or Chairs

18.3.1    
The HCSTPC chairs or chair shall (1) plan the Symposium, (2) support its execution, and (3) supervise it evaluation.  

18.3.2    
More specifically, the chairs or chair:

18.3.2.1 

  • Plan the Symposium
  • Solicits candidates for and appoints track chairs
  • Coordinates with the Central Office all HCSTPC inputs to the "Preliminary Call for Proposals", the "Call for Proposals," the "Preliminary Program,” and the final Healthcare Symposium Program.
  • Allocates sessions among tracks, posters, special sessions, and general sessions.  The chair coordinates such session allocation with the Management Company and reviews any special requests or considerations for sessions with the Management Company .  The HCSTPC chair(s) can reserve “top-down” sessions for presentations of special merit and interest to the membership.
  • Can appoint a Healthcare Symposium Workshop subcommittee to assist in soliciting and reviewing workshop proposals and to assist in other duties
  • Selects the Keynote speaker in consultation with the track chairs and Executive Director
  • Ensures that the Healthcare Symposium is conducted in accordance with Executive Council policies
  • Submits a committee budget and coordinates expenditures with the Secretary-Treasurer and the Central Office. 

18.3.2.2    

  • Support its execution
  • Shall attend all days of the Healthcare Symposium
  • Available throughout the symposium to assist volunteers and attendees, support publicity activities related to the program, and coordinate with the professional meeting planner and the Society staff for other relevant matters. 

18.3.2.3    

  • Supervise its evaluation
  • Prepares a report for the midyear and annual meetings of the Executive Council in consultation with the HCSTPC members
18.4  Track Chairs 

The track chairs shall (1) oversee the track submissions/proposal evaluation process and (2) evaluate the process and the technical content of the Symposium program.  More specifically, track chairs:

18.4.1    

  • Oversee the track submissions/proposal evaluation process 
  • Review the Call for Proposals and associated submission forms
  • Assign reviewers
  • Allocate sessions within specific tracks
  • Assign session chairs
  • Review the duties and procedures for session chairs

18.4.2    

  • Evaluate the process and the technical content of the Symposium program 
  • Review of track acceptance/rejection rates
  • Assess the proposal evaluation process and suggest changes
  • Communicate problems, ideas, and suggestions based on the track program experience to the HCSTPC chair(s). 
18.5  Workshops

18.5.1    
Workshops shall be:

  • Offered in association with the Healthcare Symposium, unless otherwise specifically authorized by the Executive Council
  • Of high professional quality, deal with timely topics, and emphasize hands-on interactive learning
  • Self-supporting.  Income for workshops shall be derived from registration fees, and expenses of workshops shall be paid from those fees. 

18.5.2  
The HCSTPC chair(s) or Healthcare Symposium Workshop subcommittee members shall:

  • Determine desired topics
  • Invite selected experts to present workshops
  • Solicit proposals for workshops 
  • Make final selection of workshops and instructors to be scheduled
  • Prepare descriptions of workshops for the Symposium program
  • Coordinate room and audio-visual requirements for each workshop
  • Arrange for Continuing Education Unit (CEU) credits, if desired
  • Arrange for duplication and distribution of course materials
  • Select future workshops based on the workshop evaluations
  • Coordinate a budget with the Executive Director and the professional meeting planner
19.1  Purpose

19.1.1    
The purpose of the Society accreditation program is to assure that accredited human factors/ergonomics graduate educational programs prepare students for research and practice in human factors/ergonomics.

19.1.2    
The Accreditation Committee conducts the evaluations and reviews.

19.2  General Accreditation Guidelines

19.2.1    
Programs, not degrees, shall be accredited.

19.2.2    
A program may be composed of elements in different departments and colleges.  Degree requirements reflect in part the parent discipline(s) rather than exclusively the human factors/ergonomics content.  However, the requirements in the sections on curriculum and staffing standards of the Human Factors and Ergonomics Society Self-Study Report Guide shall be satisfied. 

19.2.3    
Accreditation shall be possible only after at least 6 students have graduated from the program.  Advance accreditation of programs shall not be granted. 

19.3  Accreditation Decisions

19.3.1    
The decision following an accreditation review may be 1 of the following: 

  • Full 6-year accreditation
  • Accreditation for a period of 3 years, at which time evidence is required of progress toward satisfying requirements for full-term accreditation
  • Immediate "show cause" notice that accreditation shall be denied or revoked unless specified steps are taken
  • Notification of denial or revocation of accreditation.  This decision may be appealed to the Executive Council
19.4  Evaluation Process

19.4.1    
The information required for evaluation of a program shall be submitted in the form of a self-study report.  The content and format of the self-study report and the criteria for evaluation shall be those specified in the Human Factors and Ergonomics Society Accreditation Self-Study Report Guide. 

19.4.2    
Normally, a site visit shall not be required.  However, in the event that the review team and the Accreditation Review Committee deem it necessary, a site visit shall be an additional element of the accreditation review. 

19.5  Review Cycle

19.5.1    
Periodic review and evaluation of a program on the basis of a current self-study report shall occur during the year preceding the expiration date of accreditation (3 or 6 years).  For each accredited program, the University, the program, and the date of expiration shall appear on the HFES web site. 

19.6  Accreditation Committee

19.6.1    
Members - The Accreditation Committee shall be Full Members or Fellows of the Society and have at least one member with a strong background in either focus area of human factors, as appropriate for the program under consideration:  the cognitive (human as information processor) and biomechanics (human as physical engine).  The committee shall maintain a balanced panel of reviewers with regard to academic versus professional employment and with regard to the mix of the members' own educational programs.  

19.6.1    
Accreditation Committee members shall serve for a 3-year term. Committee members can be reappointed.  Approximately one-third of the committee members' terms shall expire each year. 

19.6.2    
Duties include

  • Review a program in terms of compliance with requirements specified in the Human Factors and Ergonomics Society Accreditation Self-Study Report Guide using the criteria in the Guide.
  • Prepare and submit a report of the results of the review to the Accreditation Review Committee.  This report shall include evaluation of both strong and weak points of the program as appropriate.
19.7  Costs

19.7.1
Each program applying for accreditation shall pay to the Society a nonrefundable application fee as specified by the Executive Council at the time the application and self-study report are submitted.  This fee is to defray expenses incurred by the Society in the administration of the accreditation program.  Reviewers and members of the Accreditation Review Committee serve without fee. 

19.7.2    
If a site visit should be required, the applying institution shall be required to pay the reviewers' actual reasonable expenses, consistent with Chapter 9 of the Society Operating Rules. 

19.8  Updating of the Accreditation Criteria and Self-Study Guide

19.8.1    
The accreditation criteria and the self-study report guide shall be reviewed every 10 years by a task force.  This task force, which shall include the Accreditation Committee chair as 1 of its members, recommends revisions to the Executive Council, who makes the final decision on recommendations.  The self-study report guide (along with its expiration date) and the accreditation criteria shall appear on the HFES web site. 

20.1 Definitions

20.1.1    
A technical standard is defined as:

20.1.1.1    
According to ISO Guide 2:2004 (Standardization and related activities — General vocabulary), definition 3.2, a standard is defined as a “document, established by consensus and approved by a recognized body, that provides, for common and repeated use, rules, guidelines or characteristics for activities or their results, aimed at the achievement of the optimum degree of order in a given context.”  In this document, standards and technical standards are synonymous.  Standards can be basic (a source for other standards), provide terms/definitions, describe test procedures or how a product should/shall be designed, or describe product features, a process, service, interface, or data to be provided.  Technical standards are developed by recognized standards development organizations such as the International Standards Organization (ISO), the Institute of Electrical and Electronics Engineers (IEEE), the Society of Automotive Engineers (SAE), the Association for the Advancement of Medical Instrumentation (AAMI), and the American Society for Testing and Materials (ASTM).  Depending on the organization, a technical standard could be known as a standard, specification (or technical specification), recommended practice, or by other names.

20.1.2    
A best practice is defined as:

A document that describes and/or summarizes the state of the art in research and practice in the form of recommendations for the design and/or evaluation of a system, device, process, or service.  A best practice does not have the impact of a standard and is generally not developed by a recognized standards development organization.  Depending on the organization, a best practice could also be known as guidance, guidelines, or code of practice.  However, there are situations were these terms or the term best practice could refer to a technical standard.

20.2  Scope

20.2.1    
The Society focuses on those technical standards and best practices that have human factors/ergonomics implications.  

20.3  Duties of the Division

20.3.1    
The Technical Standards Division oversees all Society activities related to technical standards and best-practices.  This includes (1) participating in the activities of recognized standards development organizations (e.g., ISO, ANSI, HFES 100), standards coordination organizations (e.g., DOD TAG) and others to produce information reports, best practices, guidelines, standards, and other similar materials, (2) as needed, holding workshops and producing materials to support standards and best practice development that translates HF/E science into practice, (3) disseminating that information to HFES members and others., and (4) providing recommendations to the Executive Council with regard to those activities.  

20.3.2    
More specifically, the duties are as follows:

20.3.2.1    
Plan and Gather Information

  • Coordinate strategic planning of all Society technical standards (e.g., ANSI 100) and best-practices activities to support their execution.
  • Identify the need for new technical standards and best practices (including evaluating business cases), develop processes to assess them, and then conduct the assessment.
  • Develop policies and procedures to determine if proposed technical standards and best practices should be published as Society approved.
  • Coordinate the monitoring of and reporting on standards and best practices with relevant TGs
  • As needed, hold workshops and write reports to support standards development (which can be done in coordination with or by TGs). 

20.3.2.2    
Comment and Vote (Primary Activity) 

 

  • Provide comments and votes on standards relevant to the Society, especially those of ISO, but possibly other organizations, primarily through liaisons
  • Monitor and evaluates of problems and progress in the Society's technical standards activities, especially ISO.
  • Review, comment upon and participate in Society Policy Statements or Position Papers if they involve standards or technical information related to standards and best practices.

20.3.3.3    
Disseminate Information (which can be done in coordination with or by TGs) 

  • Stimulate research, information exchange, and other activities to advance standards and best practices and their impact through various mechanisms including liaisons (e.g., DOD TAG).
  • Disseminate information on standards, especially status and content, relevant to the Society.  This includes the President and Executive Council (twice per year), the TGs, and the membership (at the Annual Meeting and in the Bulletin).
20.4  Organization of the Technical Standards Committee

20.4.1    
The Technical Standards Committee (TSC) is the governing body of the Technical Standards Division.  To support the duties of the Division, the Technical Standards Committee can create committees reporting to it as needed.

20.4.2    
The Technical Standards Committee shall consist of a chair, a vice chair, and at least 3 other Full Members of the Society.  The Executive Director is a nonvoting, ex officio member of the TSC. The TSC chair shall be appointed by the Society President with the approval of the Executive Council.  Whenever possible, the TSC chair and vice chair shall have served at least 1 previous term as members of the TSC.  There shall be no limit on the number of annual terms that TSC members serve.  The TSC shall take the lead in executing the duties of the Standards Division (20.3).  The TSC shall meet at least once per year.  See O.R. 9.8 regarding reimbursement for committee travel.

20.5  Updates of Ongoing HFES Standards and Best-Practices Activities

20.5.1    
The TSC shall update the President and Executive Council at the midyear and annual meetings concerning all standards division activities, in particular all technical standards and best practices.  Of particular importance are: (1) were required meetings were attended, (2) were ballots and comments delivered for each standard and were they done on time, (3) issues with any particular standard, (4) the status of activities to disseminate information about standards and best practices (e.g., with TGs, at the Annual Meeting), (5) the status other noteworthy planning activities, if any (e.g., new standards activities being proposed), and (6) expenses.  Committee level concerns, in particular those related to staffing, technical support, or administrative/interaction matters shall also may be addressed, if they are present.  

20.6  In Which New Standards and Best Practices Activities Should the Society Participate?

20.6.1    
The Society shall use that follow criteria to assess all new technical standards and best-practices activities.  Because involvement is usually programmatic (joining a committee to produce multiple standards), then assessment shall be consistent with the involvement (unless involvement only involves a single standard or best practice).  

  • Relevance to Society Interests.  A standards or best-practices activity shall be consistent with the contemporary professional, technical, or socio-technical interests of the Society membership.  
  • Benefit to the Society. A standards activity shall be consistent with the Society's mission (i.e., to promote and advance the exchange of knowledge and methods supporting human factors considerations in the design, use, and manufacture of systems and services).  This category includes the impact of participation on the Society’s reputation.  See the Society Strategic Plan.  
  • Specific Interest to Members.  An identifiable and sizable portion of the Society membership has an interest in the content.  This could include broad application to all members or specific interest to 1 or more TGs.
  • Need for Society Technical Input.  There will be situations where standards or best practice efforts are moving forward, often by others, and failure to participate could lead to a standards that are of poor quality, with consequent impacts on the profession.
  • Legal Liability Concerns.
  • Sufficient Volunteers. An identifiable and sufficient portion of the Society membership possesses appropriate knowledge and skills, and volunteers are willing to participate in the proposed activity for the number of hours required on an ongoing basis.  If there are significant benefits to involvement (the 5 previous bullets), then usually having sufficient volunteers is the deciding factor.
  • Reasonable Support Costs. For some standards activities, the travel of representatives to meetings, if alternative funding is not available, should be reimbursed.  In addition, the Society could be asked to providing funding for hosting at its scheduled meetings (e.g., midyear, annual, healthcare).  Finally, there will be instances which the Society is the secretariat for an activity, with associated administrative expenses.  In some cases, there will be sales of standards and best practices, but usually revenue is minimal.
  • How Will Information About the Standards or Best Practices Be Disseminated to Members?
20.7  Levels of Society Participation in Activities

20.7.1    
A proposed standards or best-practices activity shall be categorized as:  (1) observers (where the Society gets information on standards and best practices, can attend meetings, but does not vote), (2) participant (where the Society does all of option 1, and comments on drafts and votes on drafts, or (3) does all of 1 and 2, and has administrative responsibility for the standards (in ISO terms, is the secretariat).  Category 3 can include co-sponsorship.

20.8  Consensus to Approve Standards and Best Practices

20.8.1    
A proposed standard or best-practice shall be prioritized as having: (1) broad consensus within the Society, (2) narrow consensus within Society, or (3) no consensus within the Society, in that order.  For broad consensus, comments from members in numerous specialty areas (e.g., several technical groups, ANSI and ISO groups) are in agreement of the content of a standard.  Narrow consensus is where the membership from 1 specialty area (e.g., 1 Technical Group) is in agreement or there are differences of opinion from various group, but some agreement among them. No consensus can mean no agreement or no opinion.  The potential for consensus shall also be used to decide in which activities the Society shall participate.

20.9  Standards and Best-Practices Committees and Technical Advisory Groups (TAGs)

20.9.1    
Society standards and best-practices-development committees and TAG chairs shall be approved by the Executive Council after review and recommendation by the TSC.  

20.9.2    
Approved standards and best-practices committees shall adhere to Society procedures and policies, as outlined below.

20.9.1    
Membership on these committees and groups is open to any individual who is materially and directly affected by the work product(s) of the committee. They shall represent their own technical expertise in the areas covered by the standard or best practice, except under circumstances requiring corporate and/or organizational participation.  It is the shared responsibility of the TSC and the committee chair to ensure balanced representation of interests on the committee.  

20.9.1.1    
Members of standards or best-practices committees may be classified as: regular members, technical advisers, or observers. Regular members constitute the voting body of a committee, and they should possess verifiable qualifications in the technical area(s) covered by the committee.  Technical advisers are individuals who possess unique skills outside the expertise of the committee, and they shall participate in committee work at the invitation of the committee chair.  Observers are individuals interested in the content area(s) covered by the committee, but they shall not be afforded voting privileges on the committee.  TAG members are required to meet the requirements for TAG membership as spelled out by ANSI/ISO and to follow the appropriate procedures to become formal TAG members.  Observers can also participate in TAG meetings and activities without becoming formal members but will not be allowed to cast ballots.  

20.9.2    
Committee Procedures - All committee decisions and positions shall be established through a consensus building procedure.  Prior to beginning other work, the committee shall establish its consensus-building procedure and submit it to the TSC for review.  It is recommended that standards committees adopt the consensus-building procedure of the national or international standards agency most closely associated with the committee's work (e.g., ANSI, ISO).  TAGS shall follow their operating procedures.  The committee or TAG chair shall ensure that members of the committee understand and adhere to the consensus-building procedure during all of the committee's deliberations and decisions. 

20.9.2.1    
All formal documents developed by a standards- or best-practices-setting committee shall be submitted to the TSC for internal review prior to any public distribution.  The committee chair shall ensure that the Society TSC receives a final committee draft of the standard or best practices, as well as a list of candidate reviewers to be considered by the TSC for the Society internal review.  Formal standards documents reviewed within a TAG need not be submitted to the TSC but are to be reported in the mid and year end TAG reports. 

20.9.1.2    
The chair of a committee can limit the total number of committee members to accomplish work objectives in a timely manner.  The chair shall present justification to limit committee membership to the TSC.  Such limitations require TSC approval.

20.9.3    
Committee Officers and Their Responsibilities - All Society standards or best-practices committees and TAGs shall have a chair, appointed annually by the President with the approval of the Executive Council.  The committee itself can nominate a candidate for chair for consideration/confirmation by the President and Executive Council. The committee chair appoints a secretary as needed.

20.9.3.1    
The committee chair shall organize and conduct meetings, develop work objectives and schedules, maintain committee records, prepare committee reports and meeting announcements, and perform any other of the committee's required administrative tasks.  Of particular importance, the chair prepares and submit annual reports of committee activities to the TSC in a timely manner.  The format of the annual committee report is dictated by the TSC. The committee chair also shall ensure that the TSC and the Society management company possess a current roster of committee members.  

20.9.3.2    
The committee chair also reports the committee's work status and activities to the Society membership.  Committee chairs, or individuals appointed by the committee chair, and shall use the Society's publications and meetings to disseminate this information on a regular basis to the HFES membership.  

20.9.3.3    
The committee vice chair (if there is one) shall conduct meetings in the absence of the chair.  Additionally, the vice chair shall assist the chair with administrative requirements of the committee.  The vice chair shall not assume independent responsibility for the committee or initiate independent work activities for the committee without the prior consent of the committee chair.

20.9.3.4    
Responsibilities of the secretary, if any, can be determined at the discretion of the committee chair.  The secretary shall be assigned the usual responsibilities associated with such a committee position. 

20.9.4    
Committee Members and Their Responsibilities - Regular members shall participate in committee meetings, ballots, and work items; and rules for what constitutes participation can be defined by the committee as needed (e.g., voting on 4 out of 5 consecutive ballots, attending 1 out of 3 committee meetings).  

20.9.4.1    
Technical members are responsible for participating in committee meetings and work items as assigned by a leader (e.g., chair, vice chair) of the committee.  Also, technical advisers shall represent their own technical expertise, not the interests of organizations external to Society.  Failure to comply with these requirements result in the dismissal of the technical adviser from the committee.

20.9.4.2    
Committee observers are responsible for complying with the requirements of the committee chair and other committee officials directly responsible for the activities of interest to the observer.  In particular, observers shall comply with restrictions on public disclosure of committee work products that are the intellectual property of the Society (e.g., written documents).  Observers not complying with these requirements shall be banned from committee meetings. 

20.9.4.3    
Committees shall perform the work activities necessary to complete the Society -approved objectives in the standards or best-practices activity.  Although the committee chair is singularly responsible for organizing, scheduling, and implementing the committee’s work, the constituency of the committee shares the responsibility to implement and complete the work assignments in a timely manner.  Also, the constituency of the committee shares the responsibility to ensure that all committee decisions and positions on substantive matters are determined through an HFES-approved consensus-building process.  Committees that do not comply with these requirements shall be terminated.

20.9.5     
HFES Staff Responsibilities - The Executive Director performs the administrative functions associated with membership in the American National Standards Institute (ANSI) and its TAGs and subTAGS.  The Executive Director works with all chairs of ISO TAGs to ensure that votes are submitted in a timely manner and that committees are submitting reports to ANSI or ISO as required. 

20.9.5.1    
The Executive Director works with standards committee chairs to ensure that appropriate budget requests are made to cover travel, committee expenses, and meetings and that travel reimbursement conforms with Society policies. 

20.9.5.2    
The Publications Manager works with standards and best-practices chairs to ensure that published standards are in conformance with Society style and reflect Society standards of quality.  The Publications Manager also assists standards committees by working with them to establish production schedules well in advance of anticipated publication dates and to assist with the formulation and integration of marketing plans. 

APPENDIX: Best Practices Canvass Process 

I. General

These procedures represent a canvass method for ensuring that best practices reflect the best thought of the Society members and are adapted from the ANSI canvass method.  A best-practices developer who adopts these procedures shall apply for Society approval of a best practice.

II. Development of Canvass List

The best-practices developer shall develop a list of potential canvassees consisting of those individual members of Society who are known to be or who have indicated that they are experts in the area, or who are or whose organizations are likely to be materially affected by the best practice.  To identify the latter, at least 1 notice should be published to the Society membership soliciting self-nominations (e.g., through the Bulletin and relevant TG list servs).  To obtain a commitment from the canvassees to participate, the best-practices developer shall inform the potential canvassees in writing about the use of the best-practices canvass method for developing evidence of consensus, and requesting confirmation of willingness to participate and a description of the canvassee’s expertise or the impact expected on the canvassee or their company.  The best-practice developer’s letter shall contain the title, scope and description of the best practice along with history of its development, and purpose and intended application of the best practices.  The time for response should be at least 15 days from the date of the best-practice developer’s letter and shall be so noted in the letter.  All those who have agreed to participate shall be included on the canvass list, and the list shall be sent to the chair of the Technical Standards Committee.

III. Conduct of Canvass

The best-practices developer begin to conduct the canvass at any time after submittal of the list of potential canvassees to the TSC, but canvassees subsequently added to the canvass list shall have the same amount of time to respond as do the other canvassees.  The best-practices developer shall transmit, at minimum, the following information to all canvassees unless the developer has previously supplied the information to a given canvassee:

  • The purpose and intended application
  • A brief history of how the best practice was developed
  • An explanation of the canvass method in a consensus best-practice system
  • A copy of the canvass list, consisting of the name, affiliation, and category of interest of each canvassee
  • A copy of the completed best practice
  • Official letter ballot

The ballot form used by the best-practices developer shall provide opportunity for the canvassee to indicate a position (i.e., approval, objection with reasons, abstention with comment, or nonparticipation), with the advice that, in order to receive consideration, objections shall be accompanied by supporting written reasons and where possible proposals for a solution to the problem raised, relevant research references, or other supporting material. The canvass ballot may be closed at the end of 30 days or sooner if all canvassees have responded.

IV.  Disposition of Views and Objections

Prompt consideration shall be given to the written views and objections of all participants.  An effort to resolve all expressed objections shall be made, and each objector shall be advised in writing of the disposition of the objection and the reasons therefore.  If resolution is not achieved, the objector shall be informed that an appeal may be made to the Technical Standards Committee.  A meeting at the annual conference may be held to bring canvassees to consensus. Canvassees shall be notified when and where the meeting shall be held at least 30 days before it is held.

V. Approval

A recommendation for approval of a new best practice, revision or reaffirmation of an existing best practice shall require approval by at least a majority of the canvass list and at least 2/3 of those voting, excluding abstentions.  Final approval of a best practice by the Technical Standards Committee requires a recommendation for approval through the canvass process, and a majority vote of the Technical Standards Committee.

21.1  Purpose and Goals

21.1.1    
The Government Relations Committee (GRC) serves as Society’s primary group for the collection and management of information on developments in the public policy that are of interest to (1) the Society as an organization, (2) human factors/ergonomics and related topics as fields of endeavor, and (3) Society members.  Its goals are to increase (1) the inclusion of high quality human factors / ergonomics science into government policy and practice and (2) through that policy and practice, increase the positive impact of such on individuals and nongovernmental organizations.

21.2.1.2    
The GRC: (1) gathers information relating to public policy and practice, both individually and in concert with other organizations (21.3.1), (2) evaluates that information and develops recommendations (21.3.2), (3) provides advice and recommends policies and strategies to the Executive Council or other “Society Officials” (e.g., Executive Director, President, Division chairs, Technical Group Chairs), some of which involves collaborations with other organizations (21.3.3), (4) disseminates the information gathered and policy recommendations to government organizations (in concert with the government relations firm) and Society members (21.3.4), and (5) supports activities to get human factors / ergonomics experts on to government boards and panels that would benefit from such expertise (21.3.5).  The GRC oversees and relies upon the Society’s contracted Government Relations firm and the management company in carrying out these duties.   

21.2  Membership 

21.2.1    
The committee shall consist of between 2 and 5 voting members in addition to the chair, with the Executive Director serving as a permanent ex-officio member.  Liaisons from other Society governance bodies can be added as ex-officio members as deemed appropriate by the President and GRC chair.  Any organization of which the Society is a member that is engaged primarily in public policy activities (e.g. FBPCS--the Federation of Behavioral, Psychological, and Cognitive Sciences) can be represented as a liaison member.  In addition, the GRC can maintain subcommittees in relevant topical areas (e.g., transportation, medical devices), staffed by up to 5 Society members with expertise in those areas to serve as a resource in carrying out its duties. 

21.2.2    
All members of the GRC and its subcommittees shall have demonstrated knowledge of and/or experience in some facet of public policy where the Society is a potential stakeholder (e.g. federal agencies, corporate or non-profit government affairs offices, congressional offices, state regulatory agencies etc.).  Government employees are eligible for GRC membership, but subject to recusal on any matter that constitutes a potential conflict of interest with their employing organization.  

21.3  Responsibilities 

21.3.1    
Gathers information relating to public policy and practice, both individually and in concert with other organizations - The GRC gathers draft legislation, policies, and appropriations relating to human factors / ergonomics.  This is done primarily in conjunction with or by the Society’s government relations firm and in conjunction with other societies (e.g., for example the American Psychological Association) or consortia (e.g., Federation of Behavioral, Psychological, and Cognitive Sciences).  This information is shared via monthly GRC teleconferences and email.

21.3.2    
Evaluates that information and develops recommendations - With input from subcommittees, technical groups and other Society experts, and the Society’s government relations firm, recommendations, primarily intended for the Executive Council, are developed.  Often, the recommendations are policy positions relevant to government agencies, activities, or proposed legislation.  Their evaluations can include financial implications. 

21.3.3    
Provides advice and recommends policies and strategies to the Executive Council or other “Society Officials” - The time period over which the GRC shall act and the Executive Council can deliberate on alternative actions varies.  In some cases, there is immediate or pending legislation.  In other cases, there is the realization that some topic could become important in the future, and there is a need to be proactive.  Finally, there are times when the best response is to continue monitoring a government activity, to not respond at all.

Example responses can include an information letter or position paper from the Society, signing on to a collaborative letter or petition with other organizations, meeting with government staff in their offices to discuss legislation, and providing experts to testify at hearings, all of which are coordinated with the government relations firm.   

21.3.4    
Disseminates the information gathered and policy recommendations to the government and Society members -  Working with the Society’s government relations firm and the management company, the GRC disseminates information on the Society, the human factors/ergonomics field and practice, the science pertinent to those activities, and approved recommendations for policy and practice to government or allied organizations.  Some of those mechanisms were described in the previous section.

The GRC provides information to Society members via the Bulletin, Website, or via other methods on relevant government activities, policies, legislation or research opportunities and activities conducted on the Society’s behalf by the GRC or it’s government relations firm.  

21.3.5    
Supports activities to get human factors / ergonomics experts on to government boards and panels that would benefit from such expertise - The GRC identifies government boards, panels, or policy positions to which human factors/ergonomics experts should be nominated, can suggest candidates, and supports getting candidates approved.  Note that inter-organizational relations for other purposes are managed by the Standards Division, the Executive Council, and others. 

21.4  The Government Relations Firm 

21.4.1    
The GRC will oversee the activities of the Society’s Government Relations Firm (GRF) by interacting with them on a monthly basis via telephone, teleconference, and electronic information exchanges.  The GRC will (1) set relevant Society policy recommendations and develop informational documents, with the approval of the President and/or EC as needed, to guide the activities of the GRF on behalf of the Society, (2) gather information on government activities from the GRF and make recommendations for HFES actions as needed to respond, (3) assist in the dissemination of information from the GRF to the membership by directing the publication of Bulletin articles, postings to the website, and other actions as needed, (4) work with the GRF on the training of Science Policy Fellows (SPF), and visits to Congress and other Government agencies by the SPF and other HFES members to promote HF/E and topics of interest, and (5) provide the GRF with the names of Society subject matter experts for submission to government advisory boards and panels as needed.   The GRC will provide input to the Executive Council regarding the performance of the GRF and recommendations for selecting, hiring and retaining firms for this purpose. 

21.5  Science Policy Fellows (SPF)

21.5.1    
The GRC will oversees and administers the Society’s Science Policy Fellowship program.  SPF members will be appointed for a 3-year term in which they will be mentored in public affairs, advocacy, and outreach and will engage in activities in government outreach as directed by the GRC.  SPF members will serve a 1-year mentoring period, followed by a customized 2-year outreach effort.  They will also serve as ex-officio members of the GRC during their term. 

21.5.2    
SPF Selection Process - Each year a call for participants will be announced in the Bulletin.  Applicants will provide a 1-page statement of interest, curriculum vita, and letter of consent to participate from their home institution.  These materials will be reviewed by the Society SPF selection committee to be comprised of the Chair of the Government Relations Committee, the Society President, and 1 additional person to be appointed by the Society President.  Candidates that meet the stated criteria will be down selected to a short list to be interviewed by phone.  The committee will select a final set of Society Science Policy Fellows based on the phone interviews, written materials and the selection criteria.  The schedule for selecting each annual class of Science Policy Fellows is as follows: 

Science Policy Fellows Selection Timeline
March Announce program and call for applicants in the Bulletin
May 31 Applications due
June/July Select candidates
August Announce Society Science Policy Fellows
Sept./Oct. Induct annual class of Science Policy Fellows. Attend 1-day training session on the Monday of the Annual Meeting.
November The fellows begin participating in regular GRC calls to receive public affairs updates and engage in Society activities the following year.  Planning begins for the SPF trip in the spring of the following year.
Jan./March Planning, logistics, and congressional meetings occur for the spring SPF trip. 
April/May SPFs visit Washington, D.C. for the annual Hill day, including a preparation session with the Society government relations firm and meetings with congressional staff from their respective districts and committees relevant to Society priorities.
June/August Each fellow develops a 2-year plan for continued outreach in conjunction with the GRC and the government relations firm.  
21.5.3 SPF Criteria for Selection
Science Policy Fellows Criteria for Selection
HFES Membership Membership in the Society for at least 5 years at the time the application is required.
Career Stage Participation will be open to Associate or Full members of the Society.  Applicants will be required to provide a letter of approval from their employer to participate with their application.
Communication Skills Written and oral communication skills will be an integral part of this fellowship program.  This will be assessed via the candidate’s C.V., a 1-page written essay describing their reason for being interested in the program and perspectives on outreach, and a scheduled phone interview.
Geographic Location The geographic dispersion of applicants can be considered to provide for a broad range of representation across congressional districts.  Applicants located in states and congressional districts where Society representation is traditionally lacking or applicants whose Representatives and Senators hold key positions on relevant congressional committees can also be considered.
Diversity A diverse cohort of fellows helps to ensure broad representation of the membership while providing the Society leadership with access to a variety of perspectives and input on policy issues.  When selecting participants, consideration of the applicant’s potential contribution to the program diversity – in terms of ethnicity, gender, area of expertise, home institution, and career stage – can be considered to provide appropriate balance that strengthens the fellowship program.
Area of Expertise An applicant’s specific area of human factors expertise will be a key consideration, as it will enable Society to feature human factors / ergonomics topics of interest to policymakers.  In addition, it further leverages the fellow’s connections with colleagues in different fields in support of the Society and its priorities.
Citizenship Due to the need to interact with the United States Congress and other officials, applicants shall be United States citizens.
22.1  Application Process

22.1.1    
Meeting applications shall be submitted using the HFES Specialized Meeting Proposal form. Some of the items that the proposal shall include are: (1) the proposed meeting content, (2) the justification for the meeting, (3) the expected attendance and target audience, (4) the format and duration, (5) funding, (6) volunteer hours required, (7) metrics of success, (8) the proposed special meeting chair and co-chair, and (9) the plan for transition of the chair and co-chair if the meeting is to recur. 

22.1.2    
In reviewing applications, the Special Meetings Committee shall consider (1) the effect of a proposed special meeting on Society Annual Meeting registration, (2) the availability of Society staff and volunteers, (3) the potential of the special meeting to increase the number of Society members, (4) opportunities to expand the impact of the Society and the profession, (5) and the items listed in the previous paragraph associated with the meeting proposal. 

22.2  Execution Roles and Process

22.2.1    
The Executive Council approves the meeting proposal, chair, and co-chair. 

22.2.2    
The Chair and Co-chair of each special meeting shall (1) implement the proposed meeting plan (venue, timeline, meeting format), (2) develop meeting content associated with meeting announcement, call for papers, review of submissions, scheduling sessions, and (3) identify special meeting needs such as keynote speakers, vendors, online support, etc., and (4) plan and execute a survey of attendees as a partial evaluation of the meeting. 

22.2.3    
The Management Company staff: (1) provides overall supervision and management of each special meeting, (2) and monitors of deadlines for presentation submissions, and proceedings papers, and (3) produces meeting publications, including the proceedings, registration materials, the call for papers, and the program brochure. 

22.2.4    
The Executive Director, with the approval of the Executive Council, negotiates contracts with a professional meeting planner. 

22.2.5    
The Professional Meeting Planner negotiates all contractual arrangements for hotel rooms, meeting rooms, and special events in consultation with the Central Office staff, meeting chair and co-chair. Arrangements shall include, but not be limited to, (1) obtaining logistical support for the meeting and (2) coordinating between the Society and the hotel/conference center being used for the meeting (e.g., room blocks, meeting rooms, food).  The meeting planner shall have a fiduciary responsibility to the Society and as such shall handle accounting for the meeting within approved budget limits.  This includes the receipt and disbursement of funds and control of registration.  Financial procedures for special meetings shall be consistent with those for the annual meeting 

23.1  Purpose of Affinity Groups

Affinity Groups (AG) are designed to cultivate community and belonging. As such, AGs provide mutual support and a sense of community which further the non-political, affinity-related interests of those engaged in human factors/ergonomics. These groups could be related to gender, ethnicity, national origin, veteran’s status, or other characteristics under the purview of the Diversity, Equity and Inclusion Committee. Their purpose is different from that of Technical Groups (Chapter 15) and Professional Groups (Chapter 23).

23.2  Affinity Group Membership 

All interested persons, regardless of Society membership or Society membership level, shall be eligible for membership in any Affinity Group. 

The Council of Affinity Groups (COAG) shall verify that each Affinity Group has at least 10 Society members determined on an annual basis. Affinity Groups having insufficient membership levels can petition the Council of Affinity Groups (COAG) for an extension to meet the 10-member minimum. The Affinity Group shall have 2 years from the date on which the extension is granted to attain the required membership level. The criterion used at the reevaluation shall be the previous year's Affinity Group membership within the 2-year window.

23.3  Affinity Group Requirements

An Affinity Group shall conduct at least 1 meeting per year to develop and carry out activities that support the purpose of Affinity Groups, as defined in Section 23.1. At any time, an Affinity Group can petition the COAG for a 1-year, non-extendable waiver of any of these requirements.  

23.4  Affinity Group Chair(s) 

23.4.1
Affinity Groups shall have a minimum of one Chair who is both a member of the Society and a member of the Affinity Group. The Chair(s) may be either appointed or elected by the members of the Affinity Group. Their term of office shall be a minimum of 2 full calendar years.  If an AG chooses to have two co-chairs, their 2-year terms shall be staggered.

The Affinity Group Chair(s) shall:

  • Oversee Affinity Group finances (verifying the group account has sufficient funds to support activities)
  • Attend COAG meetings to provide updates on Affinity Group activities
  • Ensure that Affinity Group activities are conducted in accordance with Society Bylaws and Operating Rules
  • Schedule and run AG meetings.
  • Provide budget requests to the COAG Co-Chairs on an annual basis
  • Collect and report to COAG and the HFES Diversity, Equity and Inclusion (DEI) Committee any concerns raised by their Affinity Group members to ensure continuous improvement of the Society
  • Appoint or oversee election of next Affinity Group Chair(s)
23.5  Affinity Group Elections 

If an Affinity Group chooses to elect, rather than appoint, their next Chair(s), every member of the Affinity Group may nominate and vote. The Affinity Group Chair(s) shall distribute the Call for Nominations and ballots, with support from the Central Office if desired. The election results shall be sent to the Executive Director and the COAG within 1 month of the election and prior to the end of the calendar year. If an AG chooses to appoint, rather than elect, their next Chair(s), the name(s) of those individuals shall be sent to the Executive Director and the COA within 1 month of the appointment and prior to the end of the calendar year.

23.6  How to Start an Affinity Group

Members of the Society interested in forming a new Affinity Group shall file a petition with the COAG. This petition shall indicate (1) the proposed name of the Affinity Group; (2) its purpose, objectives, activities, specific area of interest, and anticipated benefit to the Society; (3) the name of, at a minimum, one Chair who is a member of the Society, and (4) a list containing the names of individuals interested in joining the proposed group, at least ten of which must be members of the Society. 

The COAG shall consider whether establishment of the proposed group is justified and not in conflict with existing Affinity Groups.  Following such consideration, the COAG shall vote on the proposal and shall forward the results of the vote, along with a recommendation, to the HFES Executive Council.  If the proposed group is not recommended by the COAG, the COAG chair shall provide the group with the reasons for denying their petition.  If the proposed group is recommended, the Executive Council votes to disapprove, return for additional information, or approve the Affinity Group.  If approved, the Society will provide space on the HFES website and access to other electronic resources.

23.7  Affinity Group Dissolution

Recommendations to dissolve an Affinity Group can be made by either (1) the majority of its members through its Chair(s) to the Executive Council, (2) two-thirds  of the COAG to the Executive Council, or (3) the Executive Council itself (in consultation with the COAG). The ballots and details from (1) and (2) shall be sent to the Executive Council. Cause may be the repeated failure of an Affinity Group to meet the requirements specified in Section 23.2 or Section 23.3, or where realignment of Affinity Groups is needed (e.g., combined or split). 

Failure to meet Affinity Group requirements shall be met with increasing levels of remedial intervention. For the first instance of an unfulfilled requirement, the COAG Chair(s) shall notify the Affinity Group Chair(s) of any failure and they shall work together to seek a solution. For the second instance within a 3-year period, the Executive Council shall issue a warning to the Affinity Group Chair(s), the COAG Co-Chairs, and the Affinity Group membership. In addition, the COAG Co-Chairs shall submit to the Executive Council a plan to resolve the problem and prevent it from recurring. For the third instance within 5 years, the COAG Co-Chairs shall recommend that the Executive Council dissolve the Affinity Group.  

23.8  Affinity Group Finances

Any expenses incurred by the Affinity Group must be approved by the COAG. Any funds raised by an Affinity Group  shall be held in accounts maintained and supervised by the HFES Executive Director. The Executive Director shall provide basic membership and financial administrative services including membership list maintenance and account balance tabulation at no cost to the Affinity Group Any budget approved by the Affinity Group Chair(s) and details of expenditures shall be made available each year to the listed Affinity Group members affiliated with HFES.  

23.9  Affinity Group Operating Rules

Affinity Groups may develop their own operating rules. If they do, the operating rules shall not conflict with or supersede Society Bylaws or Society Operating Rules. 

23.10   Management of Affinity Groups 

The HFES Central Office shall ensure that Affinity Group Chair(s) have access to the list of individuals who belong to the Affinity Group. The Central Office will also provide promotion for Affinity Group webinars and social events.

23.11  Council of Affinity Groups (COAG)

23.11.1    
The COAG is the coordinating body for the Affinity Groups. It (1) provides guidance and financial or other support to the Affinity Groups, (2) identifies new areas of affinity interest, (3) encourages and supports the formation of new Affinity Groups, (4) brings Affinity Group Chairs together in a meeting/luncheon at the annual meeting, and (5) advises the Executive Council on matters of policy that involve affinity considerations.  

23.11.2    
The COAG shall hold at least one meeting per quarter. COAG Co-Chairs shall publish and distribute an agenda to each Affinity Group Chair prior to the meeting and minutes of the meeting after.

23.11.3    
The voting members of the COAG consist of the COAG Co-Chairs, Affinity Group Chairs, and appointed DEI Committee liaison. COAG meetings are open to others.

23.11.4    
In the case of a tie vote, the vote of the co-chair in their second year of office will break the tie.

23.12  Council of Affinity Group Co-Chairs

23.12.1    
The Council of Affinity Groups shall have staggered Co-Chairs who are members of the Society.  Their term of office shall be 2 years.  

23.12.2    
The COAG Co-Chairs shall (1) handle routine COAG business, (2) run its meetings, (3) supervise its elections and (4) appoint a DEI Committee Liaison (who may be an Affinity Group Chair, one of the COAG Co-Chairs, or neither). These activities include:

Routine Business

  • Oversee COAG finances
  • Ensure that COAG activities are conducted in accordance with Society Bylaws and Operating Rules

Run COAG Meetings

  • Prepare the agenda for the business meetings and preside over them 
  • Ensure that the minutes of the meetings are distributed to the Internal Affairs Division Chair and  all members of the COAG 
  • As appropriate, present proposed policies and procedure changes to the COAG for ratification; forward any approved recommendations to the HFES Executive Council

Supervise COAG Elections

  • Assure that nominations and voting for COAG Co-Chairs is conducted in a timely fashion and in accordance with these Operating Rules
  • One COAG Co-Chair should be elected by the members of the COAG on an annual basis.

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