Existing September 2, 2014 Policy and Procedures for Existing Society/Division Awards Background on Awards IIE administers a number of different types of awards: o Institute-level awards for individuals (such as IIE Fellow, the Frank and Lillian Gilbreth Award, and the Captains of Industry Award) o Institute-level group awards (such as the IIE Transactions Best Paper Awards and Chapter Awards) o Society/Division-level Awards, including individual and group awards (such as the Lean Best Practice Award, Best Paper Awards in tracks at the annual conference, Student Best Paper Awards in tracks at the annual conference, and the SEMS Management Award). Further, Society/Division (S/D) Awards may have a financial sponsor obtained by S/D leaders. The purpose of this document is to define the policy and procedures for administering existing S/D Awards. The policy and procedures must be followed by all S/Ds each year for all awards administered. Policy for Existing Society/Division Awards Societies and divisions must submit a baseline Award Description and, in each subsequent year, must update this document and coordinate with IIE staff to administer the S/D Award. Procedures for Existing Society/Division Awards A Society/Division that would like to give an existing S/D Award in a given year must do the following for each award: 1. Prior to September 1, appoint a designated contact person for each S/D Award that will be given in the upcoming year (this may be the same person for multiple or all awards). This contact name should be provided to Bonnie Cameron by September 30. 2. For any financially-sponsored awards, IIE will provide cost information for recognition items that are available. This is needed in order for the S/D to determine the total cost for administering the award in a given year; costs for items may vary each year. Total cost should include the cash award to recipient(s) (if applicable) and the costs of any recognition items planned. This information should be requested from Bonnie Cameron (bcameron@iienet.org). Please note: An award is not recognized as officially sponsored until funds are received by IIE. The commitments must be received by October 30 each year and the funds are due November 30. The sooner sponsorship commitments are received, the better. This will allow as much publicity as possible for the sponsor. Existing September 2, 2014 Possible recognition items used in S/D Awards which incur costs include: Cash award Plaque (ordered and obtained by IIE for consistency with other awards) Registration for Annual Conference for recipient(s) Travel allowance to Annual Conference for recipient(s). (Recipient must request reimbursement after the conference and provide receipts following IIE’s standard process.) Recipient(s) attendance at Honors & Awards Banquet and President’s Reception One year membership in society for recipient(s) (for SEMS or SHS only) One year membership in IIE for recipient(s) It is important to note that IIE will automatically provide the following recognition for any S/D Award recipient (i.e., no financial sponsorship is necessary): Recognition at Annual Conference on rolling screen displays Recognition before Tuesday morning keynote address Framed certificate for 1st place only provided by IIE (Bonnie Cameron) Unframed certificates for 2nd and 3rd place Listing in Honors and Awards program (1st place only) Other possible recognition items used by S/Ds include: Recognition by S/D (e.g., at S/D Town Hall Meeting at annual conference, S/D web site, S/D newsletter, S/D social media outlets, etc.) Presentation in S/D-sponsored track at conference (e.g., Lean Best Practice sessions, SEMS student paper competition session, Engineering Economy Wellington Award lecture, etc.) 3. For all S/D awards, the information below must be submitted to Bonnie Cameron by September 6 each year. This timeline is defined such that there is time for IIE to effectively assist the S/D in promoting the award. S/D Award name S/D Award Description (see template at the end of this document); this baseline is submitted only once; thereafter, only updates are submitted. S/D contact for award in current year Cost to administer award, itemized (including cash award and any recognition items incurring cost) (applicable only for S/D awards that are financially sponsored) 4. Execute award processes: promotion, application, evaluation, notification, and recognition. Promotion: Headquarters promotion of the awards begins in October and is coordinated by Bonnie Cameron. S/D can promote in individual newsletters by coordinating announcements with Pam Patterson (ppatterson@iienet.org). Application/evaluation/notification process must be defined for each award. Please note that award applications should be directed to the designated S/D contact for the award and not to IIE HQ. This will provide more streamlined administration of the awards. Existing September 2, 2014 5. By March 15, S/D should notify award recipient(s) and also notify Bonnie Cameron of the award recipient(s) for each S/D Award in order to execute recognition processes. Existing September 2, 2014 Society/Division Award Description Submit by September 30 Society/Division Name: Award Name: Purpose and Objectives: What is being recognized and what are the objectives of the award? Application Process: What are the eligibility criteria, will applicants apply or be nominated, what application/nomination form will be used, when will applications/nominations be due, and will an application fee be used? Evaluation Process: What are the criteria for selecting recipients (e.g., rating form/criteria, checklist, etc.), when will recipient(s) be selected, who will be involved in decision making, how many recipients will be selected (e.g., one recipient or 1st/2nd/3rd place, etc.), how will all applicants be notified of outcome, and how will recipient(s) be notified? Sponsorship: Is there financial sponsorship for the award? If yes, specify amount of sponsorship, whether sponsorship is permanent (ongoing) or only for current year, number of sponsors and names of sponsors, and documentation from sponsor(s) (attach if applicable). Justification: How does it contribute to S/D goals? Existing September 2, 2014 2015 Award Costs Recognition Planned: Automatic items handled by IIE: Recognition by IIE at annual conference on rolling screen displays Framed certificate, 1st place only (prepared by IIE staff) Unframed certificate, 2nd and 3rd place (prepared by IIE staff) Listing in Honors & Awards program (1st place only) Additional items (see list in Policies and Procedures document): Ex: One Honors/Awards banquet ticket* Ex: Plaque* Ex: Cash award to recipient Estimated costs for 2015 Awards Honors & Awards Banquet ticket (1) Early bird conference registration Cash award for recipient Travel allowance for recipient Plaque or trophy (Depends on the size and type. Estimate is for a basic plaque) 1 year membership in IIE 1 year membership in SEMS/SHS Total sponsorship funds needed Cost for 2015 Awards Sponsorship 0 n/a 0 n/a 0 n/a 0 n/a $100* $100* $500 $100* $100* $500 $100* $700* $100* $149 $35 $700* *These examples should not be used as the basis for actual costs of recognition items every year. Costs must be obtained each subsequent year from IIE, as outlined here.