The Fahd and Royal Family home “Hale Koa” Kapiolani Mountain Range House 1000 Paia Road, Honolulu, Hawaii, USA 04324 Completed - September 14, 2002 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Family Living Goals The presentation of Saudi Arabian values, ethics and morals under the Holy Koran is paramount within the human mind and bodice. The five tenants of Islam must be known and memorized to exude them at all times. Professional staff does not need to practice or believe in Islam. However our homes, air and ship fleets must present our beliefs in a seamless fashion. Professional staff will study the Koran and understand it. This home in Hawaii is a relaxation home. Some aspects of strictness can be relaxed for the American lifestyle. The family is to be focused on at all times and our goal is to live for the family – above all others in this world, save Islam and Saudi Arabia. A relaxing lifestyle is sought here. On travel to Saudi Arabia and other Gulf States a serious business style is had. These two paradoxical worlds converge and confuse but must be learned and displayed within the staff and family. No one is exempt. Our living goals encompass discussion in three languages: Arabic for state business, French for leisure and study in the home and English for corporate business, worldwide. All family and staff must adhere to these goals to travel, interact and live with the family. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 2 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The family enjoys learning by travelling to over 120 homes, worldwide. Likewise, controlled interaction with the populace provides benefits and human understanding. All male members of the family pride themselves on service in the Army, Air Force or Navy and regularly practice ancient fighting methods as well as modern day methods. Staff is expected to intertwine with the family and provide support to such goals and lifestyle. For the male members, this is a primary goal in our life. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 3 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Family Tree Primary Employer and Director to Estate Manager Mongiello is Prince Abdullah Ibn Abdul Aziz Al Saud This era began in 1902 (1319 H) when King Abdul Aziz Ibn Abdul Rahman Al Saud captured Riyadh in the process of founding the Kingdom of Saudi Arabia. The fathers of fathers are as follows and will be memorized: King Abdul Aziz Al Saud, King Saud Ibn Abdul-Aziz Al Saud, King Faisal Ibn Abdul-Aziz Al Saud, King Khaled Abdul-Aziz Al Saud and the Princes father of King Fahd Abdul-Aziz Al Saud. Prince Abdullah Ibn Abdul Aziz Al Saud is seated on the bottom left. As accomplishment is directly linked with the family and tree, the following facts were commanded to be put into the tree section: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 4 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The Father: King Fahd, as he is often called in America, (an acceptable slang name in this Hawaiian home and all of the family homes) is discussed briefly, first. He is the Custodian of the Two Holy Mosques within the tree of the family and country of Saudi Arabia. One must think and consider the tree of the country when contemplating the tree of the family and shall not casually dare to dismiss the two as unlinked. Achievement is directly related to tree. Born in 1921 (1340 H), King Fahd studied at the Prince's School and later at the Saudi Institute in Makkah Al Mukarramah. In 1953 (1371 H), during the reign of King Saud, he was appointed the country's first Minister of Education, energetically contributing to the development of Education in the Kingdom. In 1962 (1381 H), he was appointed Minister of the Interior, and in 1967 (1387 H) Second Deputy Premier. In 1975 (1395 H) during the era of King Khaled, he became Crown Prince and First Deputy Premier. He became King of Saudi Arabia in 1982 (1402 H) following the death of King Khaled. Throughout his political career, King Fahd participated in and led various Saudi delegations; thus acquiring the expertise needed to take “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 5 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia important decisions in both domestic and international domains. His early activities included attending the U. N. inauguration meeting in San Francisco in 1945 (1364 H). He headed the Kingdom's delegation to the Coronation of Elizabeth II in 1953 (1371 H). That is an important fact in the family tree and history – to the family and should not be forgotten. The Son and Primary Employer of this Estate: Prince Abdullah Ibn Abdul Aziz Al Saud (primary employer) was born in Riyadh in 1924 (1343 H). He was taught by a group of senior Ulema and prominent teachers. His wide reading in politics, the economy and culture enhanced his knowledge. In 1962 (1382 H) King Faisal Ibn Abdul Aziz appointed him Head of the National Guard, a military institution with a civilizing mission. Prince Abdullah heads this organization and has transformed it into a well-equipped modern institution. In 1975, King Khaled issued an order appointing HRH as Second Deputy Premier in addition to his post as Head of the National Guard. When King Fahd assumed power following the death of King Khaled on 13/6/1982 (21/8/1402 H), he chose Prince Abdullah Ibn Abdul Aziz as Crown Prince and First Deputy Premier. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 6 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Prince Abdullah has played a remarkable role in achieving reconciliation and settling differences between Arab countries. In addition to his wide reading, Prince Abdullah is known for his love of horsemanship, a hobby reflected in his patronage of the Equestrian Club in Riyadh. The establishment of the King Abdul Aziz Public Library in Riyadh, the capital, which contains thousands of books, evidences his penchant for wide reading. In addition, he has established the King Abdul Aziz Foundation in Morocco. Prince Abdullah Ibn Abdul Aziz also patronizes a cultural and social festival held annually in Janadriyah near Riyadh, under the title "National Festival for Heritage and Culture.” All those concerned with cultural, social and heritage activities participate in the festival, which is attended by men of letters and media professionals from Arab and Islamic countries. Prince Sultan Ibn Abdul Aziz Al Saud, Second Deputy Premier, Minister of Defense and Aviation and Inspector General is referred to as His Royal Highness (HRH) at all times. HRH Prince Sultan was born in Riyadh on the 5th of January, 1928 (13th of Rajab, 1346 H). On 2/6/1947 (17th of Rajab, 1366 H), King Abdul Aziz appointed him Governor of the Riyadh Region. On the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 7 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia formation of Saudi Arabia's first of Ministers on 24/12/1953 (18/4/1373 H), he was appointed Minister of Agriculture, which allowed him to give special attention to the Bedouin Resettlement Project. On 5th November 1955 (21/3/1375 H), he was appointed Minister of Communications. Prince Sultan was appointed Minister of Defense and Aviation and Inspector General on 13/10/1962 (15/5/1382 H). Ever since, the Saudi ground, air, naval and civil defense forces have undergone swift development. In 1982 (1402 H), he was appointed Second Deputy Premier, in addition to his previous post as Minister of Defense and Aviation and Inspector General. In this capacity, he chairs some of Ministers sessions. Prince Sultan chairs a host of organizations and committees of various specializations in the Kingdom of Saudi Arabia. These include: * The General Organization for Military Industries. * The Saudi Program for Strategic Reserves. * The Economic Balance Committee. * The Manpower * The Board of Directors of the Saudi Arabian Airlines (SAUDIA) * The National Commission for the Conservation and Protection of Wildlife. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 8 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Prince Sultan is well known for his humanitarian and philanthropic contributions, establishing for this purpose "The Prince Sultan Ibn Abdul Aziz Al Saud Philanthropic Society." It is run by a Board of Trustees chaired by Prince Sultan, with his sons and a number of citizens as members. Prince Nayef Ibn Abdul Aziz Al-Saud, The Minister of Interior was born in the city of Taif in 1934 (1353 H.). He received his education at "The Princes School" and at the hands of senior Ulema (religious leaders) and sheikhs. In addition, he has read widely in the fields of politics, diplomacy and security. He was appointed Deputy to the Governorate of Riyadh Region on 15/3/1952 (29/6/1371 H.). The governor at that time was his brother H.R.H. Prince Sultan Ibn Abdul Aziz. In 1952 (1372 H.) he was appointed Governor of the Riyadh Region, a post he held until 1954 (25/8/1374). On 3/6/1970 (29/3/1390 H.), a royal order was issued appointing him Vice-Minister of the Interior. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 9 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia On 1974 (16/9/1394 H.), a royal order was issued appointing him Vice-Minister of Interior, with the Rank of Minister. On 1975 (8/10/1395 H.) he was appointed Minister of the Interior, a post he still holds. Prince Nayef's Other Assignments: * Chairman of the Higher Information. * Chairman of the Higher Industrial Security Commission. * Chairman of the Higher Haj Commission. * Chairman of the Higher Civil Defense. * Chairman of the Board of Directors of the Arab Center for Security Studies and Training. * Honorary President of the Arab Interior Ministers. * Chairman of the Manpower, on the strength of a Ministers Decision on 31/12/1990 (14/6/1411 H.) * Chairman of the Committee charged with laying down the Basic System of Government, the Al-Shoura System and the Provincial System, issued in 1412 H. Efforts Exerted at the Arab and International Levels: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 10 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Prince Nayef Ibn Abdul Aziz, the Minister of Interior, is the Honorary President of the Arab Interior Ministers’. His exceptional efforts have led to the approval of an Arab strategy for combating the abuse of drugs, as well as the Arab Security Strategy (2nd Session, Baghdad, 1983 (Rabei Al-Awal 1404 H.) A preventive Arab security plan was approved (3rd Session, Tunis, 9-11 1984 (Rabei Al-Awal 1405 H.). An Arab Security Plan was also approved in the 4th Session. These efforts continued during the 's regular sessions. In 1992, Rajab (1413 H.) during its 10th Session, they passed several decisions, including the approval of the special report on implementing the Arab Strategy's phased anti-drugs plan and on working out a second phased plan for the next five years. During the 11th session, HRH Prince Nayef Ibn Abdul Aziz, the Minister of Interior stressed the importance of improving Arab security cooperation to help Arab governments and peoples achieve the desired development. * In addition, Prince Naif contributed to the improved performance of security men through training and continuous education. * He has striven to eradicate crime and protect the society from destabilizing factors by the application of Islamic Shariah. The Kingdom “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 11 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia has thus become a model of security and stability worthy of emulation throughout the world. * He has steadily urged the mass media to confront important issues and exchange views, while remaining measured and calm, within the framework of Islamic values and authentic Arab traditions. * As Chairman of the Higher Haj Commission, his efforts to improve Haj services have been praised by pilgrims. * He has personally lead the campaign against drug-traffickers, with a view to protecting the Kingdom's youth. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 12 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Primary Employer Prince Abdullah Ibn Aziz Al Saud 1. Name: Prince Abdullah Ibn Aziz Al Saud 2. Nickname: Prince Abdullah 3. Age: 79 4. Religion: Islam, Muslim 5. Hobbies: Studies specific to Mesopotamia and collegiate level dialogues, Chess, Checkers, Card games including Western games, weapon studies, ancient warfare studies, reading in general. 6. Interests: History, ancient studies – especially the Koran, Islam and the devotion to it, horses and especially Arabian and Belgian ones, teas of the world, beers of the world – especially American and German beers. 7. Country of origin: Saudi Arabia 8. Region: Capitol region of Riyadh “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 13 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 9. Education: He was taught by a group of senior Ulema and prominent teachers. His knowledge was enhanced, by his wide reading of politics, the economy and culture. 10. Awards: Assorted minor awards. 11.Achievements: He has established the King Abdul Aziz Foundation in Morocco. Prince Abdullah Ibn Abdul Aziz also patronizes a cultural and social festival held annually in Janadriyah near Riyadh, under the title "National Festival for Heritage and Culture.” All those concerned with cultural, social and heritage activities participate in the festival, which is attended by men of letters and media professionals from Arab and Islamic countries. 12.Occupation: Crown Prince 13.Extended family member interaction: Especially so with King Fahd, wife and children. Interaction with the King is permissible but there will be no interaction with the young ladies of the house or children at any time or for any reason, unless specifically permitted. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 14 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 14.Medical needs: Low blood sugar is a serious concern and care for and of it paramount. Interaction with medical team and five consulting physicians is needed for meals and setting up of daily diet. No allergies. 15.Blood type: A+ 16.Allergies: Has regular attacks in the spring and fall. While in Hawaii, prevailing winds can help this ailment and this is one of the reasons he comes here. 17.Daily Schedule: Gets up at 0500 each day. Prays and studies until 0715 when he then takes a shower. Eats breakfast like clockwork each day at 0805 and then interacts via encrypted phones and satellite links until 1100. Lunch is eaten precisely on time at 1105 to maintain blood sugar and serum levels. At 1200 he prays and then naps until 1400 or conducts secluded private time. Never disturb during this period. After 1400 he will appear or clap his hands twice in a loud manner or ring the bell each day, without fail. At such time he expects to see his pills and medicines brought to him by 1405. Thereafter he will instruct as to how the rest of the day and night will go but usually goes to sleep at 2400 each night. As he has gotten older he finds he needs to sleep less and less at length. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 15 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 18.Preferred service style: At this home in Hawaii he desires a casual and joking, American style to further study Americans. Do not be afraid to speak with him and make what may seem to be silly or non-invasive (clean Islamic) jokes or puns. If brought onto aircraft or to other areas – this style will change like the wind for each area but in Saudi Arabia – it is strictly formal. Always check with the leading Protocol Officer. He enjoys speaking Arabic, French and English. 19.Atmosphere desired: In Hawaii, very casual with Aloha attire or American Island dress down business casual. Hawaiian knowledge of customs, language and foods will make the atmosphere more enjoyable. 20.Techniques: Always approach with a smile. Favorites: Horses, sand and surf, lobster, caviar, huge T-bone steaks and tenderloin cooked in coals, huge American hamburgers, Pouilly-Fume wines, the pool, boats, red, blue and green colors, large fun coffee mugs, real Arabic coffee hand ground with cardamom, Greek food (but no lemon), Steven King (his personal friend who visits often), Americans, children, laughter for any reason, painting or watching artists paint on the lawn, dancers and sword fighters, hot coal walkers and flame jugglers, Hawaiian dancing girls and ladies in traditional dance garb doing the real luau dancing. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 16 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Never: Touch him with your hands – ever, never discuss his women or family or speak of or to them, never bring alcohol any where near him (although guests are fine for Hawaiian drinks at parties), never interrupt him while speaking, touch his food with left hand, move his books around in study or papers, display any form of Nazi books, papers or items or allow them to be seen for any reason - be it study, information or collegiate reasons – never, ever dare to broach the “Nazi” subject. Never touch certain birds in his collections (as explained below). Never ask any questions or speak of his Hollywood connections or film activities. Wives and Young Ladies (children) No interaction will be normally allowed with these family members. Princess Al-Shalan will provide permission and guidance Pets Currently, some 243 odd horses are owned along with other assorted zoo quality level animals in Riyadh. Favorites include Salam and Merhabbah. These will not normally be transported to Hawaii except for the rare instance of secondary transportation to the Parker Ranch on another island (privately owned). The stress put on the animals in 1996 was so extreme that this practice is not expected to occur again. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 17 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia “Jo-Jo” is a white Amazon and lives in the main vestibule of the house. He needs to have new paper, fresh water and food each day. He likes grapes each morning. “Frederico” is an African Gray who lives in the kitchen. He needs to have new paper, fresh water and food each day. He surprisingly enjoys a piece of hot pizza and Prince Abdullah loves to watch him eat it! Please call him before feeding on occasion (not always). His brother lives next to him by the laundry room. “Fonzi” the “cool bird” is also an African Gray. He needs to have new paper, fresh water and food each day. He likes pizza also but enjoys a peach or nectarine twice a day. “JoJo Dancer,” “Flight of Fancy,” “Pretty Boy,” “Cupid,” “Sweety,” “Blue-Boy” and “Pinkie” are all parakeets living in the outdoors by the back patio. They need to have new paper, fresh water and food each day. Also check the cuttlebone from time to time and salt wheel for nutrients are important. They can have some Hartz berries and treats out of the little Vita-Craft boxes. Pay special attention to the seven- (7) Hawaiian birds that are owned by Prince Abdullah. These are all upstairs in the hallway. Their names are: 1. Crazy – he is blue and gray and likes peanuts with Hartz wafers. He needs to have new paper, fresh water and food each day. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 18 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 2. Lapp – he is green and red with lines of yellow vertically and likes grapes. He needs to have new paper, fresh water and food each day. 3. Flappy the Yellow – he is all yellow and enjoys the Hartz wafers but also likes Vita-craft treats and fighting with Lapp. May need to break them up from time to time. He needs to have new paper, fresh water and food each day. 4. Sleepy Neepy Weepy Peepy – the rainbow one and looks very old. A favorite and only is cared for by Mrs. Myra the Housekeeper. Never touch this bird. 5. Loving Pop – same as above but is all blue with a white spot on top. 6. Loving Pop #II – same as above but is blue and green with yellow feathers on the tail and has a missing claw on the right. 7. Nell – Green and red and is always flapping around. Likes lemonade and needs to be segregated at times from all of the others. See Mrs. Myra for special cages downstairs and sanitary needs. He needs to have new paper, fresh water and food each day. Nell really enjoys time spent with the Prince and cuddles and rolls around with him. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 19 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia It is critically important to properly supervise the care and feeding of these adored birds. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 20 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Physical Location Kapiolani Mountain Range area by Moana Loa, Honolulu, Hawaii. Residential suburb of Honolulu. Tropical climate. 109 acres including 75 acres of finely landscaped gardens, lakes, trees, ponds, bridges and topiary. 32,000 square feet Federal style mansion built in 1868, three levels. Originally built for Queen Lalikalani of Hawaii. This is house number 47 out of 51 homes owned. For the sake of brevity, all homes will not be listed here. Focus is to be on this home only and remain so. The climate is typical of Hawaiian weather all year long in a stable, sunny, breezy manner. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 21 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The House Residence Description: The name of the house is “Hale Koa,” which means, “house of the warrior in Hawaiian. Sometimes it is referred to as “Hale Koa” Kapiolani Mountain Range House due to its proximity to the Kapiolani area. Originally a thatched roof, it has since been converted in 1946, to a black tar roof. In 1984 a façade of shingles was added for aesthetics. They are fake and were updated to a plastic, sun bearing model design in 1992. There is a lake view from the main game room looking east. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 22 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia New Movie Theater The home is refined in nature with a Hawaiian influence. The evidence of typical, elegant period furnishings from the mid-19th century “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 23 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia abound. Specifically, old English style furniture with antique claw feet and brass hasp butler tables typify the feel and look of this obviously, New England furnished home. A number of items were brought into this island of Hawaii (Oahu) from Maine and Connecticut by famous sea Captains vessels. The entire home is done up in this flair. Some recent upgrades have been made by tapping the past to create the perfect present. The internationally famous interior designer, David Mlinaric, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 24 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia who is a specialist in these matters, completed these. The underground areas are forbidden to be shown via blueprints as they encompass numerous safe rooms, communication suite, bomb-blast protective safe rooms, armory with weapon and munitions cache, life support systems, hospital, kitchen, food and water supplies. A helicopter-landing pad has also been recently built, in 1984, and is kept groomed and facilitated with the latest technological equipment, lighting systems for night landings and Closed Circuit Television surveillance. All feeds of CCTV go into the underground nerve center. The pad can handle three heavy lift helicopters, simultaneously. This facilitates Presidential security standards and requirements in the United States. The US Secret Service is familiar with the estate and pad. An emergency, underground egress staircase is located near the pad with tunneling to safe chambers. It is kept hidden with a fake grassy area and bomb blast shield door. A ten foot tall covered porch surrounds the entire façade and on both levels. The upper level observatory room (the old hobby room) has been retrofitted into the Estate and Household Managers private office. This allows for him to view all activities and to coordinate via cellular device (the local tower is 1.1 miles away) and via two-way radio “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 25 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia (encrypted for this estate and with private frequency from FCC) to all ground managers and the Household Manager. In the game room are: An antique, turn of the century pool table with hand carved Koa wood, lion’s heads, for supporting feet. Value is estimated at $421,000.00 dollars and this is a prized possession of the Prince. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 26 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Numerous, replica mid-nineteenth century muskets, rifles, sabers, cutlasses and other fighting accoutrements. Some of the devices are antiques mixed in, secretly, with working replicas. It is common for fighting to occur with hand held weaponry for the guests entertainment as well as for the Prince to encourage younger men, family and guests to engage in the shooting of black powder weapons on the associated lawn area. The game room also has a well stocked bar. The bar is massive and runs some 40 feet long. It currently stocks over 14,000 bottles of different wines and liquors. Some stock is only brought up from the hidden lower level of the home. As that area is sealed off to most personnel, typically the Estate Manager or only the Household Manager will retrieve additional needed bottles of reserve wines. All other items are available in the bar, itself. Some natural, tremendous sized Hawaiian foliage, flowers, fauna and palm trees dominate the game room. When serious guests are brought in, a number of the birds are moved down to the game room for enjoyment. Several monkeys are also brought in from local trainer, Doctor Franz Markhan. Doctor Markhan lives and works on Don Ho’s Estate (the famous singer). “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 27 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The garage is rarely used as a true garage. The Prince, long ago, had it converted into a Movie Theater, in 1991, by TK Theaters. Mr. Theo Kalomirakis of TK, the premier United States home theater architect used numerous antiques to complete the job. It is done in lush red fabrics; rich gold tapestries and chrome shiny 1950’s seats. A full candy and snack bar is available with cotton candy machine, popcorn machine, soda fountain, large sized boxed candy (reminiscent of old days), cold beer on tap with six fresh kegs, hot nacho cheese and tortilla machine, warmed churros machine, glass enclosed German pretzel machine (rotating), Cold 7-11 Slurpee machine (obtained from the Southland Corporation), a rotisserie chicken oven and a frozen custard (ice cream) machine. He runs first run movies straight out of Hollywood. He obtains the reels directly from private connections and this is only conducted by himself. No other person is involved in this in the home. A courier is used (Mr. John Gants) to fly weekly to and from California. He hand carries all reels from the Hollywood producers. The family enjoys paying the local theater employees from the Regency Twin Cinema, to come and issue tickets from behind the glass booth, to have another young man collect the tickets at the entrance and tear them, two ladies for running all of the many machines and candy items and also a fully dressed man with a flashlight to escort people to their seats. This is a huge ordeal and show the Prince puts on for guests in the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 28 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia house. Maintaining stock of all of the items to support this is important. Everything from fresh candy that has not gone bad during the Prince’s three-month plus absences to the red and white striped popcorn buckets. Massive formal iron gates and a long, long curved drive are lighted and embedded with CCTV cameras. A Hawaiian Royal King and Queens garden is kept up to exotic and lavish standards that exceed any known garden in Hawaii or Polynesia. The annual budget for landscaping, just this area, is 1.2 million US dollars (2001 budget as prepared by Arthur Anderson, Inc.) Luaus are held here with extravagant dinners and dancing. A separate “Emu” cooking pit is used in the ground. Numerous lily ponds, a Japanese water (equipped with underwater submerged CCTV) and rock garden with two teahouses, red Japanese bridges, a bamboo forest with pathways, a cutting garden, a rose garden, a magnolia garden, a shade garden, a bird of paradise and hibiscus garden, reflecting pools (equipped with submerged CCTV), a regulation croquet, tennis, squash, basketball, archery, bocci ball, badminton and skeet shooting court are also maintained. A lawn bowling area is kept of to the south. Some simplified statues of Hawaiian gods and totems can be found in and around the gardens. All are made of Koa wood. Additionally there are “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 29 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia numerous brass and marble statues of aquatic life scattered throughout the adventurous and explorative paths. Other structures on the property include a 7,500-square foot “Mahalo” Mansion (guest house), a 4,900-square foot “Tako” professional staff home, a 1,400-square foot Gatehouse in which the gatekeeper lives, a workshop and underground garage (14 vehicles and 22 golf carts including a 1999 Maserati Spyder, a 1999 BMW Z8, a 2001 Aston Martin Vanquish and a 1998 Lamborghini Murcielago), a maintenance workshop, a lake house, a gazebo and seven woodsheds. Full staff is currently 48 people. An additional flexible staff of 66 personnel is available in a variety of specialties. The home is utilizing state of the art security systems from Interactive Technologies Incorporated and Traum Swiss safes. These include and require the Estate Manager to have detailed high level experience with the US Secret Service and in the installation, design blueprint and maintenance of wireless and wired alarm and CCTV technology. Voltage sensing with cellular and radio whip backup dialers are used. Infrared and advanced night vision is incorporated into the CCTV systems. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 30 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Advanced, high level sweeps and electronic countermeasures are also used in conjunction with regular, consultative and on site services from Murray and Associates. The Estate Manager interacts with them and conducts preventative tactics to assure the Royal Saudi Household is protected from eavesdroppers and line tapping. This ensures a high level of security in State affairs and world business dealings. The home is utilizing Smart Home technology as is the locally docked 2002, 177-foot tri-deck Trinity Yachts “Seahawk” and a 38-foot, Cigarette 38 Top Gun, “Prince’s Pleasure.” It is critical for the Estate and House Managers to completely understand the Crestron Isys system. In the case of the Estate Manager, he was specifically hired due to his extended credentials in the pioneer field of Smart Home technology. Presently, there are numerous microphones, speakers and CCTV cameras around the estate that facilitate interactive talking and viewing. Detection sensors brighten and dim lighting as required by cameras. The system also uses numerous 6-inch TPS-3000L touch-sensitive LCD video screens that are embedded in walls, behind “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 31 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia artwork and sitting on tables. These offer control of HVAC, lights, video, audio. The home is also enjoying 8 plasma displays from Fujitsu and they are all the PDS-5002 Plasmavision. Two are hidden in fine oak cabinets and retract in and out via remote control. MartinLogan Descent subwoofer systems are used in conjunction with the stereo systems by McIntosh. Wyland artwork is displayed throughout the home along with antique pieces requiring conservation. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 32 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Main House Zones Zone 1, 1st Floor: Former garage now turned Movie Theater Bedroom 4 Mechanical Room Bedroom 5 Elevator Bathroom on 1st Floor Zone 2, 1st Floor: Game Room Massive Bar Kitchen Zone 3: 2nd Floor Study Area Great Room Kitchen Elevator Area Second Floor Bathroom Zone 4: 2nd Floor Zone 5: 3rd Floor Lau Living Study Foyer Dining Room Upper Office of Estate Manager Third Floor Bathroom Lower and Middle Level Porches “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 33 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Zoning with advanced imposition and rendering - please see enclosed, secure CD ROM for digitized movies, audio and 3-D charts. Zone 1A: Theater, Bedrooms, Mech. Room, Bathroom & Elevator Zone 1B: Game Room, Bar & Kitchen Zone 5: Lower Porch & Outside Area Windows XP Media Player ISO Mongiello System Play on CD Only: Click & Play Audio for 1st floor Click & Play Video for 1st floor Click & start slide show Click to begin 3-D render “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 34 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Zoning with advanced imposition and rendering - please see enclosed, secure CD ROM for digitized movies, audio and 3-D charts. Zone 1A: Study, Great Room, Kitchen & Elevator Area Zone 1B: Lau, Dining Room, Foyer & Living Room/Study Zone 5: Middle Porch Windows XP Media Player ISO Mongiello System Play on CD Only: Click & Play Audio for 2nd floor Click & Play Video for 2nd floor Click & start slide show Click to begin 3-D render “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 35 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Zoning with advanced imposition and rendering - please see enclosed, secure CD ROM for digitized movies, audio and 3-D charts. 3rd Floor: Estate and Household Managers offices. Windows XP Media Player ISO Mongiello System Play on CD Only: Click & Play Audio for 3rd floor Click & Play Video for 3rd floor Click & start slide show Click to begin 3-D render “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 36 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Administrative Standards Personnel Files Personnel files are discussed in great detail in the employee handbook. They also should include all I-9 – 1090 - W-4 - W-2 files, all applications, active and Inactive files. These are to be kept in the MasHamilton X-07 safe and are to be locked up at all times. In the event of leaving the office, the safe will be locked and alarm set – at all times. Greetings and Phone Etiquette All phones are to be answered within two to three rings to maintain the four and five diamond style (rating) of service. If the Hale Koa house were to compete in the Mobil, Michelin or Relaix and Chateaux competitions this would be one of the criteria for award of four diamonds. It is in hotels and so it is our goal here. Upon answering the outside phone, please always state “Thank you for calling the Royal Family of Saudi Arabia Hale Koa home – this is Xyour name hereX, how can I serve, help or please you today?” If answering the internal phone system please state, “This is Xyour name hereX – how may I serve, help or please you today?” Never place someone on hold for more than 15 seconds. Use other lines to get the party needed or delay the action, make the connection and promise to call “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 37 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the party back within 5 minutes establishing their connection. Likewise, if you do not have the answer, always state, “I don’t know the answer to that but I will find out right away and call you back sir/ma’am.” Never dare to be rude to anyone, from fellow staff to family, customers and guests. Always thank the party for the chance to help them as such “Thank you for allowing me to help and serve you today.” Of course other items like “goodbye” or “good night” in their own language are nice as well. Other phone items are covered in the Employee Manual. Accounting and Budgeting All accounting is conducted by the resident Certified Public Accountant, Mr. Ishikawa. Please see related extensive items in the Employee Manual. A $5,000.00 USD local, cash fund is kept at the discretion of Estate Manager Mongiello. Receipts are to be kept for everything and are maintained in files for 5 years back at any given time. Items purchased above the 5k range are to be purchased with the Corporate VISA card. Sole discretion is authorized up to $1,000.00 USD. Items needing to be purchased above that cap need written authorization from the Prince. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 38 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Policy Handbook section for legal employees of the Royal Kingdom of Saudi Arabia in the performance of their duties at the “Hale Koa” Kapiolani Mountain Range House As governed by the laws of the Untied States of America and its territories. This section of the Household book is copyrighted by Sir Martin CJ Mongiell0, MBA 2002. All rights are reserved, worldwide. Do not copy, distribute, electronically transmit or digitally render any portion or section without explicit permission from Mongiello and Mongiello of New York, New York, USA Revised August 17, 2002 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 39 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Manual For The Royal Kingdom of Saudi Arabia owned Hale Koa home The policies and procedures in this manual are not intended to be contractual commitments by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, and employees shall not construe them as such. The policies and procedures are intended to be guides to management and are merely descriptive of suggested procedures to be followed. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home reserves the right to revoke, change or supplement guidelines at any time without notice. No policy is intended as a guarantee of continuity of benefits or rights. No permanent employment or employment for any term is intended or can be implied from any statements in this manual. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 40 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Royal Kingdom of Saudi Arabia owned Hale Koa home Table of Contents OUR HOME, ESTATE & COMPANY ........................................................ 45 INTRODUCTION ......................................................................................... 45 Welcome Letter from the Estate Manager Estate & Company History 1020 ....................................................... 46 Estate & Company Objectives Organization Chart 1010 ................................ 45 1030.................................................. 47 1040 ................................................................... 50 Statement of Growth, Profit, and Business Plan Statement of Commitment to Employees 1050....................... 51 1060 ................................. 51 Continuity of Policies - Right to Change or Discontinue Acknowledging Receipt of Policy Manual Equal Opportunity Recruitment 1080 ................................. 55 2010 .................................................................... 57 2020 ............................................................................... 8 Employee Selection Process Sexual Harassment 2030 ................................................... 69 2040 .................................................................. 77 Medical Evaluations and Interviews Substance Abuse Smoking 1070 ........... 53 2050 ......................................... 77 2060 ..................................................................... 80 2070 ................................................................................... 84 Employment Classifications Employee Safety 2080 ..................................................... 84 2090 ...................................................................... 86 Anniversary Date and Reinstatement 2100 ....................................... 91 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 41 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia New Hire, Rehire, Relatives, Return After Injury or Illness 2110 – 40 .. 92 Performance Improvement Termination 2150....................................................... 95 2160 ............................................................................ 101 Employment Disputes 2170 ............................................................ 107 COMPENSATION ................................................................................... 107 Equal Pay 3010 .............................................................................. 107 Job Descriptions 3020 .................................................................... 108 Workday, Payday, and Pay Advances Overtime Compensation Meal and Rest Periods Flextime 3030–50 ............................. 111 3060 ........................................................ 119 3070 ........................................................... 119 3080 ................................................................................. 121 Performance Review and Salary Merit Increases Salary Administration Shift Premium 3090................... 122 3100 ............................................................. 150 3120 ........................................................................ 152 EMPLOYEE BENEFITS.......................................................................... 152 Insurance 4010 ............................................................................... 152 Vacation 4020 ................................................................................. 154 Holidays 4030 .................................................................................. 155 Sick or Personal Leave 4040 .......................................................... 158 Leave of Absence and Military Leave Medical Leave of Absence 4050 .................................... 161 4060 ..................................................... 166 Family, Parental Leave and Pregnant Employees 4070 — 4090 .... 169 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 42 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Bereavement Leave Jury Duty Voting 4100 ................................................................. 75 4110................................................................................ 175 4120 .................................................................................... 176 Mileage Reimbursement Travel Reimbursement 5020 ........................................................ 177 5030 ........................................................... 179 Use of Company Vehicles 5040 ...................................................... 181 Conferences and Meetings 5050 .................................................... 182 Professional Memberships 5060 ..................................................... 183 Relocation of Current or New Employees Temporary Assignment Allowance Educational Assistance 5080 ......................................... 191 5090 .......................................................... 195 Required Management Approval Child Care 5070 .............................. 184 5100............................................ 199 5110 ................................................................................ 89 MISCELLANEOUS POLICIES ................................................................ 203 Announcement of New Positions 6010 ........................................... 203 Confidentiality of Company & Royal Family Information Inventions and Patents Conflict of Interest 6020 ......... 203 6040 ............................................................ 95 6050 .................................................................. 213 Grievance Procedure 6060 ............................................................... 96 Gratuities to Government Employees or Officials 6070 ................... 100 Gratuities to Customer, Guest or Supplier Representatives 6080 ... 221 Political Activities 6090 ................................................................... 223 Employee Privacy 6100 .................................................................. 225 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 43 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Telephone 6110 .............................................................................. 106 Dress Code 6120 ............................................................................ 229 Kitchen — Break Room 6130.......................................................... 230 Employee Recognition 6140 ........................................................... 230 Customers Visitors 6150 ............................................................................. 231 6160 ................................................................................... 231 Recreational Activities–Sponsorships Outside Employment Employer Security 6180.............................................................. 233 6190 .................................................................. 233 Emergency Closings Parking 6170 .................................... 232 6200 .............................................................. 234 6210 .................................................................................. 235 Mail and Shipping 6220 .................................................................. 236 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 44 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Our Estate and Company Introduction Welcome Letter from the Estate Manager 1010 Dear Employee and Household Professional: In order to attract and retain the best-qualified staff and to carry out it’s mission, the Royal Kingdom of Saudi Arabia owned Hale Koa home provides a fair compensation and benefit program for its employees. Our continued success depends on the talent and commitment of all of us who work together toward our common goals. This guide is designed to communicate the personnel policies and practices that govern the home operations. As an employee of the Royal Kingdom of Saudi Arabia owned Hale Koa home you are expected to uphold the principles of personal integrity and professional excellence that have been our hallmark since our inception. The contents of this guide will answer most questions about your employment with the Royal Kingdom of Saudi Arabia owned Hale Koa home. If you have additional questions, or are in doubt about the proper action in any work situation, you should not hesitate to seek guidance. You already know, from our interview that I strongly believe in Doctor Steven Covey’s “the fire within” principle, the Myers Brigg and Kiersey Temperament Sorter as well as Doctor Demings “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 45 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia “14 Workplace items.” We strive to create a beautiful place to work at and one that also fulfills you, the human person, each day. I hope your experience here is challenging, productive and rewarding. Martin CJ Mongiello, MBA CHM, CFE, CEC, CPFM Estate Manager Estate and Company History 1020 As you may already know, this estate is run as a business venture for the Royal Family to entertain guests and customers and also to enjoy Hawaii, themselves. Here are a few items of interest: Kapiolani Mountain Range area by Moana Loa, Honolulu, Hawaii. Residential suburb of Honolulu. Tropical climate. 109 acres including 75 acres of finely landscaped gardens, lakes, tree, ponds, bridges and topiary. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 46 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 32,000 square feet Federal style mansion built in 1868, three levels. Originally built for Queen Lalikalani of Hawaii. This is house number 47 out of 51 homes owned. For the sake of brevity, all homes will not be listed here. Focus is to be on this home only and remain so. Residence Description: The name of the house is “Hale Koa,” which means “house of the warrior in Hawaiian. Sometimes it is referred to as “Hale Koa” Kapiolani Mountain Range House due to its proximity to the Kapiolani area. Originally a thatched roof, it has since been converted in 1946, to a black tar roof. In 1984 a façade of shingles was added for aesthetics. They are fake and were updated to a plastic, sun bearing model design in 1992. There is a lake view from the main game room looking east. Company Objectives 1030 Welcome to the Royal Kingdom of Saudi Arabia owned Hale Koa home. The Royal Kingdom of Saudi Arabia (sometimes hereinafter referred to as the Kingdom) owned Hale Koa home is a profit, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 47 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia corporation (sometimes hereinafter referred to as the estate and company) of Hawaii, which was founded on February 6, 1964 to serve the needs of the Kingdom in entertaining and hosting, to protect our environment and natural areas of Hawaii and to enhance the quality of life of the people of the area through leadership, education, employment and cultural exchange. The Royal Kingdom of Saudi Arabia owned Hale Koa home has a Board of Directors comprised of fifteen (15) members of the immediate Fahd family and local Hawaiian residents who are elected for 6 year terms. The Board of Directors establishes the Royal Kingdom of Saudi Arabia owned Hale Koa home’s mission and policies and works with the Estate Manager and staff to implement them as a business. As a staff member of the Royal Kingdom of Saudi Arabia owned Hale Koa home, you will have an opportunity to learn, contribute and grow professionally. The Royal Kingdom of Saudi Arabia owned Hale Koa home recognizes the importance of each employee’s contribution to the Kingdoms success. These contributions are most effective when all staff members work together as a team. The team’s goal is to provide the best service possible. Your loyalty and dedication to furthering the reputation and integrity of the Royal Kingdom of Saudi Arabia owned Hale Koa home is of utmost importance. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 48 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia It is the mission of the Royal Kingdom of Saudi Arabia owned Hale Koa home that every person deserves to work in a healthy and vital community where families are valued, youth are celebrated, education is a priority, the environment is clean, opportunity is plentiful, and leadership is not only visionary, but shared. This is going to be the best place you have ever worked at for the growth of yourself and spirit as well as physically and mentally. This is your “golden opportunity” and dreamed of oasis and I hold myself personally responsible to bring these winds of care to your spirit and person. You will be challenged, in a good manner, possibly like never before? Your rewards will be great and remembered here on earth. It is the mission of the Kingdom to serve the needs of our communities, to protect our environment, and to enhance the quality of life of the people of the area through leadership, education, volunteerism and action. Because of our charitable mission and our public support, we believe that the Royal Kingdom of Saudi Arabia owned Hale Koa home employees have a special responsibility to adhere to the highest standards of professionalism, commitment, and diligence. We encourage collegiality and sharing of ideas of information among our staff, consultants, and collaborators. We will provide our employees with a positive work environment, and an opportunity to both receive compensation and to advance within “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 49 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the Royal Kingdom of Saudi Arabia owned Hale Koa home, limited only by the employee's ability or performance and/or position availability. We will enthusiastically serve clients, guests, our owners and constituents and we will contribute positively to their community and environment. In all instances, the highest level of honesty and integrity shall be maintained with clients, our employers, vendors and employees, while treating each other with respect and dignity. Our goal is to make the Kingdom look like gold, in every step we take. In so doing we serve not only guests, being entertained, but also our employer – the Kingdom and it’s owners in residence. Each movement of the body and every thought can be one of gold. Organization Chart 1040 The organization chart identifies and formalizes the reporting and working relationships of all the positions identified within it. The inclusion of an organization chart in the policy manual helps new employees to quickly become familiar with the structure of the company and the relationship held by each of the departments or individuals to one another. Estate Manager Household Manager Asst. Household Manager “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 50 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Grounds Keeping Manager-Curator-Vendor Manager-Security Manager-Executive Chef Assorted Staff Assistant Managers for each Assorted Staff Leaders for each Assorted Staff Statement of Growth, Profit, and Business Plan 1050 While these items are kept mostly confidential, know it that the Royal Family is solid and profitable with a variety of growth strategies not contingent on oil sales only. Thus the solidity of the estate and your job is confirmed for long-term growth and employment. Our business plans for the estate next include the installation of port facilities at a remote location for private docking of a 200 foot or less ship. Statement of Commitment to Employees 1060 Nothing frustrates or demoralizes an employee more than not knowing where his or her job fits into the total operation or being uncertain of the value of the work accomplished. Even more demoralizing is not having anyone show appreciation for what the employee is doing. The first commitment we consider making is to keep the employee informed about his or her job responsibilities and any changes which will impact those responsibilities. When new employees come to “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 51 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia work, a staff member should be assigned to introduce them to fellow workers, the estate layout, and the facilities. Whenever possible, a supervisor should also review their responsibilities. Printed material, such as this policy manual, should be given to all new employees on the first day of work. After introductions and a brief orientation, the supervisor can set a time to meet again in a few hours and respond to their questions. Employees are much happier and better workers when they respect the management of their estate and company and believe their supervisors are competent, fair, and alert to employees' contributions. This statement of commitment facilitates these beliefs. Some examples of this estates commitment to its employees include the following: The Estate Manager, Martin CJ Mongiello’s, recruitment and selection of highly capable and innovative employees; Management's commitment to provide a work environment and leadership which unites employees and generates enthusiasm for the estate and company and its products and services; A commitment to maintain the highest standards of business ethics; An understanding of the importance of the employees' role in the estate and company's success; and A commitment to provide training and opportunities for advancement. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 52 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate Manager Mongiello has an open door policy. Under this policy, he commits to being available to any employee at any convenient time to discuss any job-related problems the employee may have. No manager likes to have an employee go over his or her head. However, the effect that this commitment has on the responsiveness of supervisory personnel or middle management is worthwhile to everyone. Obviously, he also commits to being fair and objective and is responsive to every employee's problems. A grievance procedure is a different, more formal approach to being fair and objective. His open door policy emphasizes availability. A grievance procedure emphasizes due process. A job's income is often given as the reason why people work. However, the reason people stay at one estate (especially Hale Koa) or company for a long time often has to do with the non-monetary work environment. Our commitment to employees is a statement of how we value them as people and how we intend to treat them. Continuity of Policies - Right to Change or Discontinue 1070 To allow for maximum flexibility, we clearly reserve the estate and company's right to change or discontinue policies at any time without notice. A policy, once in force, is not irrevocable and can be modified or deleted at any time. For example, a change in the law might require us to immediately modify or discontinue a policy. A business downturn may require a quick revision of certain policies. The size of “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 53 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia our organization and the location of your employees might make it difficult to instantly announce such changes. Therefore, we need to protect the estate and company's rights to make such changes effective without notice. We will give prompt and reasonable notice of any such changes to avoid the problems caused by someone's reliance on a discontinued or modified policy. However, our employees have been forewarned that such changes may occur without notice and will be effective regardless. To preserve the ability to meet estate and company needs under changing conditions, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home may modify, augment, delete or revoke any and all policies, procedures, practices, and statements contained in this manual at any time without notice. Such changes shall be effective immediately upon approval by management unless otherwise stated. The policies and procedures in this manual are not intended to be contractual commitments by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home and employees shall not construe them as such. They are intended to be guides to management and merely descriptive of suggested procedures to be followed. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home reserves the right to revoke, change, or supplement guidelines at any time without notice. No policy is intended as a guarantee of “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 54 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia continuity of benefits or rights. No permanent employment or employment for any term is intended or can be implied by statements in this book. Acknowledging Receipt of Policy Manual 1080 I have received a copy of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home Policy Manual, specifying policies, practices, and regulations, which I agree to observe and follow during my employment with the estate and company. I understand that it is my responsibility to be familiar with its contents and to ask questions on any matters I don’t understand. ___________________________________________________________ Employee’s Signature “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 55 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Acknowledging Receipt of Policy Manual I have received my copy of the Policy Manual that outlines the policies, practices, and benefit guidelines of the home, estate and company, and I have read and I understand the information contained in the manual. Since the information in this manual is necessarily subject to change as situations warrant, it is understood that changes in the manual may supercede, revise, or eliminate one or more of the policies in this manual. These changes will be communicated to me by my supervisor or through official notices. I accept responsibility for keeping informed of these changes. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 56 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia I further acknowledge my understanding that my employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home might be terminated at any time with or without cause. ___________________________________________________________ Employee’s Signature Date ___________________________________________________________ Name [Please Print] Equal Opportunity 2010 Equal Opportunity is the Royal Kingdom of Saudi Arabia owned “Hale Koa” home policy. It is our policy to select the best-qualified person for each position in the organization. No employee of the estate and company will discriminate against an applicant for employment or a fellow employee because of race, creed, color, religion, sex, national origin, ancestry, age, or other physical or mental disability. No employee of the estate and company will discriminate against any applicant or fellow employee because of the person’s veteran status. This policy applies to all employment practices and personnel actions including advertising, recruitment, testing, screening, hiring, selection “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 57 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia for training, upgrading, transfer, demotion, layoff, termination, rates of pay, and other forms of compensation or overtime. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home has adopted an affirmative action policy which essentially means that the estate and company will aggressively seek out, hire, develop, and promote qualified members of protected groups — defined as racial minorities, women, physically or mentally disabled, disabled veterans, veterans of the Vietnam era, and persons ages of 40 and over. Recruitment The Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides equal employment opportunity to all applicants on the basis of demonstrated ability, experience, and training. As positions become available within the estate and company, prior to outside recruitment, the Estate Manager and hiring manager shall determine the availability of qualified candidates within the estate and company. Recruitment may be conducted through schools, employment agencies, and estate and company advertising. Consideration will also be given to Saudi interns. Contact the Estate Manager to discuss the most appropriate method of recruitment. The estate and company bulletin board will display all current openings. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 58 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia This policy excludes those employed through temporary agencies or “job shops.” Employment Opportunity/Position Requisition Title of Position: ______________________________________________ Department: _________ Classification: ___________ Exempt Non-Exempt Hiring Supervisor: ____________________________________________ Reports to: __________________________________________________ Position Description: __________________________________________ ___________________________________________________________ ___________________________________________________________ Major Job-Related Duties and Functions: __________________________ ___________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 59 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ___________________________________________________________ Minimum Qualifications: [Knowledge, Skills, and Education]: ___________ ___________________________________________________________ ___________________________________________________________ Additional Desired Qualifications: ________________________________ Employment Status: Regular Full-time Regular Part-time Temporary Salary Range: _______________________________________________ Potential Career Opportunities in the Position: ______________________ ___________________________________________________________ Additional Comments: _________________________________________ For additional information, applicants should contact: ___________________________________________________________ Name Telephone “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 60 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employment Application Form Personal Information Full Name ___________________ SS # _________ Telephone # _______ Address ____________________ City, State ______________ Zip _____ Employment Desired Position/s applying for: 1. __________________ 2. __________________ Date you can begin: ___________ Salary Desired __________ Are you currently employed? If yes, may we contact employer? Employment Sought: Yes No Yes No Full Time Part Time Can you, at the time of employment, submit verification of your legal right to work in the United States? Yes No Education High School ____________ Location ___________ Graduate? Yes__________________ No College _______________ Location ___________ Graduate? Yes__________________ No Major _______________________________ College _______________ Location ___________ Graduate? Yes__________________ No “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 61 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Major _____________________________________ Trade/Business/Graduate School _______________ Location ________ Graduate? Yes No Major _____________________________________ Please Answer Why are you interested in becoming an employee with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home? __________________ ___________________________________________________________ ___________________________________________________________ What are your career goals? ____________________________________ Where did you get the information about the position? ________________ Employment History — list most recent first Estate and company Name ___________________ Supervisor Last Position Address _____________ Telephone No. _______ Responsibilities ____ ___________________________________________________________ City, State, Zip ________ Dates of Employment __ _________________ Reason for Leaving ___________________________________________ Estate and company Name ___________________ Supervisor Last Position Address _____________ Telephone No. _______ Responsibilities ____ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 62 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ___________________________________________________________ City, State, Zip ________ Dates of Employment __ _________________ Reason for Leaving ___________________________________________ Estate and company Name ___________________ Supervisor Last Position Address _____________ Telephone No. _______ Responsibilities ____ ___________________________________________________________ City, State, Zip ________ Dates of Employment __ _________________ Reason for Leaving ___________________________________________ Estate and company Name ___________________ Supervisor Last Position Address _____________ Telephone No. _______ Responsibilities ____ ___________________________________________________________ City, State, Zip ________ Dates of Employment __ _________________ Reason for Leaving ___________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 63 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia References — list 3 individuals [not related to you] who are familiar with your work-related skills Name Name of Estate and Telephone Years Estate and company No. Acquainted company Address “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 64 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employment Policies and Release Form There is a number of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home policies that an applicant needs to know about and agree to before being employed. There also are a number of activities that the Royal Kingdom of Saudi Arabia owned “Hale Koa” home might want to instigate as part of the review and investigation of the appropriate background information on an applicant. The purpose of this document is to present these policies and investigative activities to the applicant to ensure that they are understood and agreed to at the time the application is submitted. We, therefore, ask that you please read, complete, and sign this form before you complete the Application for Employment. Policies Among the policies that have been adopted at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home are the following that we believe are important for an applicant to know in advance of employment. These are listed below. Your signature on this Release Form indicates that you have read, understand, and would agree to operate under these policies if employed at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. 1. This firm is an equal employment opportunity employer and does not discriminate because of age, sex, race, color, national origin, disability, or religious preference. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 65 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 2. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is a drug and alcohol free-workplace. To ensure worker safety and integrity of the workplace, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home prohibits the illegal manufacture, possession, distribution or use of controlled substances or alcohol in the workplace by its employees or those who engage or seek to engage in business with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. Offers of employment, therefore, may be conditioned on a physical examination, including a drug and alcohol screening, private investigation of credit and criminal reports and other truth testing procedures. Note: Pre-employment drug testing is permitted under the ADA. Pre-employment alcohol screening is not. If we intend to screen for both drugs and alcohol, a test following a conditional offer of employment is typical route at the Hale Koa estate. 3. Smoking is not permitted inside the building at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. For the safety and health of its employees, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home is committed to a smoke-free building. Of course guests do as they please with the Prince or Kings permission. 4. Your signature on this Release Form indicates that you understand and agree that if employed, that employment is for no definite period, and may, regardless of the date of payment of your “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 66 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia wages and salary, be terminated at any time without previous notice 5. An offer of employment must originate from the Estate Manager of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. Background Review Activities The Royal Kingdom of Saudi Arabia owned “Hale Koa” home might conduct the following investigative activities as part of the background review of prospective employees. Your signature on this Release Form indicates you understand these activities and you authorize them to be performed with the conditions specified as listed below. 1. Persons convicted of specific crimes may not hold certain positions at this estate and company. If you are applying for such a position and have been convicted of a felony, please note this below. If more space is needed, please provide the additional information on a separate sheet of paper. In addition, you authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to undertake a criminal records check with state police officials or your home country. 2. You authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to obtain a Motor Vehicle Record report. Our insurance company may also obtain a report through its sources. If the position you are applying for involves driving a motor vehicle, it is imperative that a good driving record exists. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 67 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 3. You also authorize and request any and all of your former employers to furnish any and all information regarding your job performance. You agree to hold your former employers and their agents harmless from all liability that could relate in any way to the disclosure of private information or an assessment or opinion of your suitability for employment. 4. You understand that an offer of employment must originate from the Estate Manager of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. In closing, we ask that you read [and complete where needed] the remaining three [3] statements and that your signature on this Release Form indicates you understand each. 1. I have read and understand the job description for the position of _____ as approved on the date of ___________________________________. 2. I understand that misrepresentation or omission of facts herein is cause for termination, if employed. 3. I have read and understand the attached application and have answered all portions of the application truthfully and correctly with no omissions. ___________________________________________________________ Signature “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 68 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Selection Process 2030 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides equal opportunity to all applicants on the basis of demonstrated ability, experience, training, and potential. Qualified persons are selected without prejudice or discrimination as stated in the estate and company’s Equal Opportunity [and Affirmative Action] policies. The employment requisitions, initiated by the SUPERVISOR/MANAGER, will define the job-related tasks and qualifications necessary to assume the position. The defined tasks and stated qualifications will be the basis for screening applications. The ESTATE MANAGER will conduct structured initial interviews limited to job-related questions to assess the candidates’ experience, demonstrated ability, and training. The telephone may be used for these initial interviews. Pre-employment tests that are demonstrated to be job-relevant and valid according to accepted professional practices may be used. Such tests are to be administered only by trained personnel in the prescribed professional manner. All interviewed applicants will be asked to take the test. After initial interviews and testing, the hiring supervisor or department manager will conduct interviews with the candidates he or she selects with the concurrence of the personnel department. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 69 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Before extending an employment offer and upon the applicant’s prior agreement that inquiries may be made, at least two applicant references must be checked. Inquiries are to be made in a professional manner requesting only factually verifiable and jobrelated information. The reference data is used only as supplemental information for the hiring decision. Following employment, the information will be retained for one year before being destroyed. After candidate interviews, verification of employment history, and reference inquiries, the hiring manager is responsible for the employment offer. Before a verbal offer is made, the personnel department must be consulted and must give approval. The hiring manager may make the offer personally or may delegate this responsibility to the personnel department. After the verbal offer has been made and the candidate has agreed to the essential terms of the offer [typically position, employee classification, salary or rate, and starting date], a written offer will be prepared by the personnel department and submitted to the candidate in person or by mail. The written offer will confirm the verbal offer and will include the essential terms of the verbal offer as agreed to by the candidate. The candidate will be required to sign and date an acceptance of the written offer that will state as follows: “The undersigned accepts the above employment offer and agrees that it contains the terms of employment with the Royal Kingdom of “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 70 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Saudi Arabia owned “Hale Koa” home and that there are no other terms express or implied. It is understood that employment is subject to verification of identity and employment eligibility and may be terminated by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home at any time for any reason.” The verbal or written offer must never express or imply that employment is “permanent,” “long-term,” of a specific duration, or words of similar meaning. An exception may be made where a temporary position of known duration is to be filled. Employment may be made contingent upon certain job-related factors, such as obtaining a specific state or federal license or security clearance when appropriate or desirable. Once the candidate has accepted the employment offer, she or he will be required to provide documentation of identity and employment eligibility in accordance with federal law. The Form I–9, a copy of which is included at the end of this policy, shall be used for this purpose. Interview Summary Sheet Applicant’s Name ___________________________ Date _____________ Position ________________________ Interviewer _________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 71 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Qualifications [taken from job announcement]: ______________________ Applicant’s Background: ________________________________________ ___________________________________________________________ ___________________________________________________________ Job Functions: Applicant’s Experience: Skills: ________________________ ___________________________ _____________________________ ___________________________ Education: ____________________ ___________________________ _____________________________ ___________________________ Knowledge: ___________________ ___________________________ _____________________________ ___________________________ References of Previous Supervisors or Managers: ___________________ ___________________________________________________________ Preferred Qualifications: _______________________________________ ___________________________________________________________ Growth in Career: ____________________________________________ ___________________________________________________________ Accomplishments: ____________________________________________ ___________________________________________________________ Applicant’s Strengths: _________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 72 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ___________________________________________________________ Applicant’s Limitations: ________________________________________ ___________________________________________________________ Interviewer Comments: ________________________________________ ___________________________________________________________ ___________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 73 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employment Eligibility Verification — Form 1-9 Note: All copies of Form I-9 and a related Employer’s Handbook can be obtained from the nearest office of the U.S. Immigration and Naturalization Service or by calling 800-7550777. This keeps Hale Koa operating with the latest and most up to date forms. Sample Rejection Letter after Interview [APPLICANT’S NAME] [APPLICANT’S ADDRESS] Dear [APPLICANT], Thank you for your recent application and interview regarding the position with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. We certainly appreciate your interest in our home, estate and company. I want to inform you that we have offered the position to another applicant whom we think best meets our needs for the position. It was a difficult decision because a number of applicants, including yourself, were strong candidates. We would like to keep your application on file for a period of 120 days in the event another position for which you are qualified becomes vacant. If that occurs, we will give your application strong consideration. If your address “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 74 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia changes within that period of time, we encourage you to inform us of your new address. Again, we thank you for your interest in the Royal Kingdom of Saudi Arabia owned “Hale Koa” home and for attending the interview. We wish you continued success in your career endeavors. Sincerely, [NAME] Interviewing Supervisor, AHM, HM or Estate Manager The Royal Kingdom of Saudi Arabia owned “Hale Koa” home Note: Do not send this type of letter to candidates who were plainly not qualified for the position. It will invite complaints. Consider using the sample letter found on the next page. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 75 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Sample Rejection Letter after Interview [APPLICANT’S NAME] [APPLICANT’S ADDRESS] Dear [APPLICANT], Thank you for your recent application for a position with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. We certainly appreciate your interest in our home, estate and company. We regret to inform you that at this time we do not have a vacancy in a position for which you applied. We regret to inform you that we have offered the position to another applicant whom we think best meets our needs for the position. Again, we thank you for your interest in the Royal Kingdom of Saudi Arabia owned “Hale Koa” home and the time and effort you spent in submitting an application. We wish you continued success in your career endeavors. Sincerely, [NAME] Interviewing Supervisor, AHM, HM or Estate Manager The Royal Kingdom of Saudi Arabia owned “Hale Koa” home “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 76 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Sexual Harassment 2040 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will not allow any form of sexual harassment within the work environment. Sexual harassment interferes with work performance; creates an intimidating, hostile, or offensive work environment. Sexual harassment influences or tends to affect the career, salary, working conditions, responsibilities, duties, or other aspects of career development of an employee or prospective employee; or creates an explicit or implicit term or condition of an individual’s employment. It will not be tolerated. Sexual harassment, as defined in this policy, includes, but is not limited to, sexual advances, verbal or physical conduct of a sexual nature, visual forms of a sexual or offensive nature [e.g., signs and posters], or requests for sexual favors. Medical Evaluations and Interviews 2050 Once an employee has been hired, medical evaluations may be required to ensure that a prospective employee is capable of performing his or her essential job-related tasks. Such an evaluation will be conducted whenever a job has special physical demands or if a reasonable question exists concerning whether the employee would endanger his or her health or safety or the health or safety of others in performing assigned tasks. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 77 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The medical evaluation will be at the estate and company expense and performed by a physician chosen by the estate and company. The employee will be required to sign a written release of this information to the estate and company. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will treat as confidential the information contained in a report of medical evaluation. The estate and company will provide the employee with a copy of any written report it receives from the health professional respecting the evaluation. An employee’s continued employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home is conditioned upon successful completion of the medical evaluation Disclaimer of Liability The Royal Kingdom of Saudi Arabia owned “Hale Koa” home and employee have mutually agreed that a medical interview, evaluation, or examination is required to determine employee’s ability to perform his or her essential job-related tasks in a manner which will not create an unreasonable risk of harm to employee or others. Employee acknowledges that the estate and company will rely on the report prepared by the examining physician in determining employee’s ability to perform. Employee releases and agrees to hold harmless the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, its officers, directors, shareholders, employees, successors, and assigns from any and all “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 78 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia liability, of any kind or nature whatsoever, which might arise out of or result from any statement or omission made or contained in said medical report. The estate and company is not required to undertake any independent investigation of the truthfulness or accuracy of statements made or contained in said medical report. Employee’s Signature “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 79 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Substance Abuse 2060 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home recognizes that individuals use substances such as alcohol and drugs, sometimes to an extent that their abilities and senses are impaired. Our position regarding substance abuse is the same whether alcohol, marijuana, illegal drugs, prescription drugs, or controlled substances are involved [“substances”]. This policy is implemented because we believe that the impairment of any the Royal Kingdom of Saudi Arabia owned “Hale Koa” home employee, due to his or her use of substances, is likely to result in the risk of injury to other employees, the impaired employee, or to third parties, such as customers, family or guests. Moreover, substance abuse adversely affects employee moral and productivity. “Impairment” or “being impaired” means that an employee’s normal physical or mental abilities, or faculties, while at work have been detrimentally affected by the use of substances. The employee who begins work while impaired or who becomes impaired while at work is guilty of a major violation of estate and company rules and is subject to severe disciplinary action. Severe disciplinary action can include suspension, dismissal, or any other penalty appropriate under the circumstances. Likewise, the use, possession, transfer, or sale of any substance on estate and company premises or in any the Royal Kingdom of Saudi Arabia owned “Hale Koa” home parking lot, storage area, or job site is “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 80 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia prohibited. Violations are subject to severe disciplinary action. In all instances, disciplinary action to be administered shall be at the sole discretion and determination of the estate and company. We will inform the Hawaiian police. Employees who are taking prescription drugs shall report this to their supervisor/manager. This is for the protection of the employee and for safety purposes in case of an adverse reaction to the drug while at work, or so the employee is not falsely accused of taking an illegal substance. Or if an employee gets hurt – we would need to know what type of drug to report to the hospital – is prescribed. When an employee is involved in the use, possession, transfer, or sale of a substance in violation of this policy, the estate and company may notify appropriate authorities. Such notice will be given only after such an incident has been investigated and reviewed by the employee’s supervisor, the Estate Manager, and the Estate Manager. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is aware that substance abuse is a complex health problem that has both physical impact and an emotional impact on the employee, his or her family, and social relationships. A substance abuser is a person who uses substances, as defined above, for non-medical reasons, and this use detrimentally affects job performance or interferes with normal social adjustments at work. Substance abuse is both a management and a medical problem. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 81 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia A supervisor/manager who suspects a substance abuse case should discuss the situation immediately with his or her supervisor/manager. Because each case is usually different, the handling and referral of the case must be coordinated with the supervisor/manager and the Estate Manager. We have resources available to assist an employee who requests help with substance abuse. The employee must ask for help. The estate and company will not require it. Should disciplinary action be pending against an employee who asks for help, the estate and company will assist to the extent of its resources assuming that the employee remains employed. Nonetheless, regular disciplinary action will proceed. If the employee is terminated, the estate and company will be unable to continue any program. Voluntary, successful participation in a recovery or rehabilitative program by an employee may be a mitigating factor in any disciplinary action, depending on the facts and circumstances of each individual case. In some cases, disciplinary action may be suspended, or the employee placed on probation pending a successful completion of a recovery program. Employees who are placed on a rehabilitation program because of performance or behavior problems due to substance abuse are subject to dismissal for failure to successfully complete the program or change their performance or behavior. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 82 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Applicants who have a past history of substance abuse and who have demonstrated an ability to abstain from the substance, or who can provide medical assurance of acceptable control, may be considered for employment as long as they are otherwise qualified for the position for which they are applying. Management has chosen to adopt an alcoholic beverage policy in keeping with the concern for and the risks associated with alcohol use. Alcoholic beverages shall not be served or used on the Royal Kingdom of Saudi Arabia owned “Hale Koa” home premises during working hours or working shifts – for staff - unless specifically permitted by the Estate Manager, in writing. Social activities held off-premises and paid for on a personal basis are not affected by this policy. If management considers it appropriate, light alcoholic beverages may be served at estate and company-sponsored events held off premises and for purely social reasons. The service must be managed in good taste and with good judgment. The estate and company is concerned with its employee’s privacy, especially when matters regarding medical and personal information are involved. As long as the information is not needed for police or security purposes, the estate and company shall maintain employee medical and personal information in confidence and release this information to authorized estate and company personnel on a “need to know” basis. An exception to this policy is when the employee “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 83 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia signs a release for the transfer of such information on forms acceptable to the estate and company to designated persons, hospital or agencies. Nothing contained in this section shall eliminate or modify the estate and company’s right to terminate any employee at any time for any reason. Smoking 2070 No smoking will be allowed in the home or office area at any time. This policy is for the health and safety of all employees. Smoking will be allowed only in designated areas outdoors. Your cooperation is requested, as this policy must be rigidly enforced to comply with the estate and company health and safety requirements and to maintain proper insurance coverage for our building. Employment Classifications 2080 Positions within the estate and company are generally designed to require full-time employees. In certain functions and during some seasons, work schedules and estate and company needs may require the services of other than full-time employees. There are four classifications of employees at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 84 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Full-time — An employee hired for an indefinite period in a position for which the normal work schedule is 40 hours per week and up to 50. Part-time — An employee hired for an indefinite period in a position for which the normal work schedule is at least 20 but less than 40 hours per week. Temporary — An employee hired for a position for which the scheduled work week can range from less than 20 to 40 hours, but the position is required for only a specific, known duration, usually less than six months. Temporary employees do not qualify for regular estate and company benefits. Provisions in the Fair Labor Standards Act divide all employees into two categories, exempt and non-exempt, with respect to eligibility for overtime payment. They shall be defined as: Exempt — An employee considered to be managerial, administrative, professional or outside sales. Non-Exempt — An employee who devotes most of his or her hours in activities that are not managerial, administrative, professional or outside sales. Note: These definitions are illustrative in nature and are not intended as a statement of the law. Refer to the Comment “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 85 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia preceding the policy on Overtime Compensation, Section 3060, the Fair Labor Standards Act, and applicable Hawaii State law. If you are uncertain as to your status, please contact your supervisor/manager. Employee Safety 2090 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home strives to provide its employees with a safe and healthful workplace environment. To accomplish this goal, both management and employees must diligently undertake efforts to promote safety. The estate and company, through its supervisory personnel, shall develop and implement safety rules and regulations. This process will be ongoing and will require periodic safety audits. Safety audits will be undertaken to determine the necessity and feasibility of providing protective clothing, devices, or safeguards to make the workplace safe and healthful. The estate and company shall also undertake the responsibility to educate employees as to hazards of the workplace and to train employees as to such hazards and the proper and safe method to perform job tasks. Employees shall devote their full time skill and attention to the performance of their job responsibilities utilizing the highest standard of care and good judgment. Employees will follow all safety rules and regulations at all times including the use of protective clothing, devices, or equipment, attendance at all training sessions related to employee’s job description, and follow the directions of warning signs “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 86 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia or signals or the commands or directions of supervisory personnel. Extra precautions will be followed when cutting with drills or saws to wear facemasks and face shields along with gloves. Electrical protective standards are also very high with regard to the wearing of minimum 8,000-volt rubber gloves and the usage of rubber mats under foot. No “quickie” or haphazard work will be tolerated. In the case of reports or determination found that an employee endangered himself or others – severe disciplinary action may result. Employees will not be tolerated with “Aloha” attitudes towards their own safety. Finally, all job-related injuries or illnesses are to be reported to your supervisor immediately, regardless of severity. In the case of serious injury, an employee’s reporting obligation will be deferred until circumstances reasonably permit a report to be made. Failure to report an injury or illness may preclude or delay the payment of any benefits to the employee and could subject the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to fines and penalties. Safety rules and regulations will be issued or modified from time to time and shall be effective immediately. Rules and regulations will be distributed to employees and posted on the employee bulletin board. Safety first! The Estate Manager shall select a safety committee that shall be composed of an equal number of employer and employee representatives. The term of each committee member shall be two years subject to earlier resignation or termination. Provided, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 87 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia however, that one-half of the employer and employee representatives of the initial committee shall serve an initial term of one year to stagger the term and provide at least one experienced member on the committee at all times. The committee shall select one of its members to serve as chairperson. The chairperson shall also provide a written agenda for all committee meetings. The committee shall hold regular meetings at least once each month except months when quarterly safety audits are made. Minutes of committee meetings shall be recorded and retained for three years by the estate and company. Copies of minutes shall be posted for all employees, together with the names and departments of safety committee members. The safety committee shall recommend to the Estate Manager how to eliminate hazards and unsafe work practices. The Estate Manager shall respond within 30 days following the receipt of committee recommendations. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 88 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Accident Report Form ___________________________________________________________ Last Name First Initial Social Security # Department ___________________________________________________________ Address [Including City, State, Zip] ___________________________________________________________ Telephone Number Date of Birth Time, Date, and Location of Accident: _____________________________ ___________________________________________________________ What injuries are being reported? ________________________________ ___________________________________________________________ How did accident occur? _______________________________________ ___________________________________________________________ Witnesses to the accident: ______________________________________ ___________________________________________________________ Treatment or first aid provided:___________________________________ By signing below, employee consents to the release of medical charts, reports, X-rays, diagnoses, and other information to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home or its authorized representatives from any health care provider rendering treatment or “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 89 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia providing consultative or other services in conjunction with the diagnosis and treatment of the injury described above. ___________________________________________________________ Employee’s Signature [ADD NOTARIAL OATH OR AFFIRMATION] “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 90 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Anniversary Date and Reinstatement 2100 An employee’s anniversary date is defined as his or her first day on the job with the estate and company. Performance reviews will be completed annually on the employee’s anniversary date. Although a salary adjustment never automatically follows a performance review, if a review cannot be completed prior to the employee’s anniversary date and a salary adjustment is in order, it will be made retroactive to the anniversary date. Reinstatement Employees who are reinstated into the estate and company will maintain their original anniversary date for seniority purposes as well as for those benefit programs governed by the anniversary date. The policy will be as follows: Layoff — Employees who terminate because of reduction in work force will maintain their original anniversary date for seniority purposes, if they are re-employed by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home within one year after date of termination. Voluntary Resignation — Employees who voluntarily terminate their employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home may maintain their original anniversary date, subject to management approval, if they are re-employed by the estate and company within six months after date of termination. The estate and company is under no obligation to rehire any such employee “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 91 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia New Hire, Rehire, Relatives, and Return to Work After Serious Injury or Illness 2110 – 40 New Hire The ESTATE MANAGER is responsible for having the new employee fill out all pre-employment forms, benefit applications, and enrollment forms; having the employee’s picture taken for the estate and company identification card; and providing basic information on pay and leave policies, benefits, parking situations, and working hours, on the employee’s first day of work. Within the first week of employment, the Estate Manager will conduct a new employee orientation. Rehire Applications received from former employees will be processed using the same procedures and standards that govern all direct applications. The hiring manager/supervisor will review the former employee’s performance records and the circumstances surrounding termination of previous employment with the estate and company. This information will be provided to the staff responsible for screening and interviewing applicants. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is under no obligation to rehire former employees. Relatives Relatives of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home employees may apply and, if qualified, will be considered for “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 92 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia employment except in certain sensitive areas, such as accounting, personnel, or research and development. Relatives will not be allowed to supervise or evaluate each other. Relatives will not work in the same department or under the same supervisor or manager. A relative is defined as any person related to the employee by blood, marriage, or adoption in the following degrees: parent, child, grandparent, grandchild, brother, sister, brother-in-law, sister-in-law, aunt, uncle, niece, nephew, and first cousin. Return to Work after Serious Injury or Illness The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is concerned about the health and good work habits of its employees. In the event you are injured and unable to perform your job, we want to assist in obtaining the best treatment and the return to your regular job as soon as possible. Whenever possible, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home will provide modified work while you are recovering from your injury. The following information has been prepared to help you understand the procedures for notifying us concerning your condition and your work restrictions. 1. Inform your doctor that the Royal Kingdom of Saudi Arabia owned “Hale Koa” home does provide modified work and have your doctor provide you with physical limitations. 2. Return your work limitations to your supervisor immediately following your doctor appointment or at the beginning of your next work shift. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 93 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 3. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home would then provide a Job Analysis of a modified job, which is within your work restrictions to your doctor for his/her approval if necessary. 4. Once your physician has approved the Job Analysis, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home will provide you with a written job offer letter, describing the details of the light duty assignment when available. 5. Modified jobs are temporary and it will be the employee’s responsibility to provide their supervisor with a current work status report following every doctor appointment. 6. If your physician does not release you to any work activities, then you will need to contact your supervisor on a weekly basis, either by phone or in person. Failure to accept an offer for light duty assignment can be the basis for termination of employment. I have read and understand this policy and procedure. _____________________________________________________ Employee’s Signature Date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 94 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Performance Improvement 2150 Performance improvement may be suggested whenever estate and company management believes that an employee’s performance is less than satisfactory and can be resolved through adequate counseling. Corrective counseling is completely at the discretion of estate and company management. The estate and company desires to protect its investment of time and expense devoted to employee orientation and training whenever that goal is in the estate and company’s best interests. The estate and company expressly reserves the right to discharge “at will.” Even if corrective counseling is implemented, it may be terminated at any step at the discretion of management. Management, in its sole discretion, may warn, reassign, suspend, or discharge any employee at will, whichever it chooses and at any time. The supervisor/manager, with assistance of the Estate Manager, will determine the course of action best suited to the circumstances. The steps in performance improvement are as follows: Verbal counseling — As the first step in correcting unacceptable performance or behavior, the supervisor/manager should review pertinent job requirements with the employee to ensure his or her understanding of them. The supervisor/manager should consider the severity of the problem, the employee’s previous performance appraisals and all of the circumstances surrounding the particular case. Stating that a written warning, probation, or possible “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 95 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia termination could result if the problem is not resolved should indicate the seriousness of the performance or misconduct. The employee should be asked to review what has been discussed to ensure his or her understanding of the seriousness of the problem and the corrective action necessary. The supervisor/manager should document the verbal counseling for future reference immediately following the review. Written counseling — If the unacceptable performance or behavior continues, the next step should be a written warning. Certain circumstances, such as violation of a widely known policy or safety requirement, may justify a written warning without first using verbal counseling. The written warning defines the problem and how it may be corrected. The seriousness of the problem is again emphasized, and the written warning shall indicate that probation or termination or both may result if improvement is not observed. Written counseling becomes part of the employee’s personnel file, although the supervisor/manager may direct that the written warning be removed after a period of time, under appropriate circumstances. Probation — If the problem has not been resolved through written counseling or the circumstances warrant it, or both, the individual should be placed on probation. Probation is a serious action in which the employee is advised that termination will occur if improvement in performance or conduct is not achieved within the probationary period. The Estate Manager and the employee’s supervisor/manager, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 96 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia after review of the employee’s corrective counseling documentation, will determine the length of probation. Typically, the probation period should be at least two weeks and no longer than 60 days, depending on the circumstances. A written probationary notice to the employee is prepared by the supervisor/manager. The letter should include a statement of the following: The specific unsatisfactory situation; A review of oral and written warnings; The length of probation; The specific behavior modification or acceptable level of performance; Suggestions for improvement; A scheduled counseling session or sessions during the probationary period; and A statement that further action, including termination, may result if defined improvement or behavior modification does not result during probation. “Further action” may include, but is not limited to reassignment, reduction in pay, grade, or demotion. The supervisor/manager should personally meet with the employee to discuss the probationary letter and answer any questions. The employee should acknowledge receipt by signing the letter. If the employee should refuse to sign, the supervisor/manager may sign attesting that it was delivered to the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 97 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia employee and identifying the date of delivery. In this case, the Estate Manager will also be notified and sign the paper. The probationary letter becomes part of the employee’s personnel file. On the defined probation counseling date or dates, the employee and supervisor/manager will meet to review the employee’s progress in correcting the problem which led to the probation. Brief written summaries of these meetings should be prepared with copies provided to the employee and the Estate Manager. At the completion of the probationary period, the Estate Manager and the supervisor/manager will meet to determine whether the employee has achieved the required level of performance and to consider removing the employee from probation, extending the period of probation, or taking further action. The employee is to be advised in writing of the decision. Should probation be completed successfully, the employee should be commended, though cautioned that any future recurrence may result in further disciplinary action. Suspension — A two or three day suspension without pay may be justified when circumstances reasonably require an investigation of a serious incident in which the employee was allegedly involved. A suspension may also be warranted when employee safety, welfare, or morale may be adversely affected if a suspension is not imposed. In addition, and with prior approval of the Estate Manager, suspension without pay for up to three consecutive working days may “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 98 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia be imposed for such proven misconduct as intentional violation of safety rules, fighting, or drinking alcohol on the job. These examples do not limit management’s use of suspension with or without pay in other appropriate circumstances, such as the need to investigate a serious incident. In implementing a suspension, a written counseling report should set forth the circumstances justifying the suspension. Such a report shall become part of the employee’s personnel file. Involuntary Termination — The involuntary terminations notice is prepared by the supervisor/manager with concurrence of, and review by, the personnel department and Estate Manager. The employee is notified of the termination by the supervisor/manager and will be directed to report to the personnel department for debriefing and completion of termination documentation. Involuntary termination is reserved for those cases that cannot be resolved by corrective counseling or in those cases where a major violation has occurred which cannot be tolerated. The following definitions and classification of violations, for which corrective counseling, performance improvement, or other disciplinary action may be taken, are merely illustrative and not limited to these examples. A particular violation may be major or minor, depending on the surrounding facts or circumstances. Minor violations — Less serious violations that have some effect on the continuity, efficiency of work, safety, and harmony within the estate and company. They typically lead to corrective counseling “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 99 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia unless repeated or when unrelated incidents occur in rapid succession. Here are some examples of minor violations: Excessive tardiness; Unsatisfactory job performance; Defacing estate and company property; Interfering with another employee’s job performance; Excessive absenteeism; Failure to observe working hours, such as the schedule of starting time, quitting time, rest and meal periods; Performing unauthorized personal work on estate and company time; Failure to notify the supervisor/manager of intended absence either before or within one hour after the start of a shift; and Unauthorized use of the estate and company telephone or equipment for personal business. Major Violations — These more serious violations would include any deliberate or willful infraction of estate and company rules and may preclude continued employment of an employee. Here are some examples of major violations: Fighting on estate and company premises; Repeated occurrences of related or unrelated minor violations, depending upon the severity of the violation and the circumstances; Any act which might endanger the safety or lives of others; “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 100 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Departing estate and company premises during working hours for personal reasons without the permission of the supervisor/manager; Bringing unauthorized firearms or weapons onto the estate and company premises; Deliberately stealing, destroying, abusing, or damaging estate and company property, tools, or equipment, or the property of another employee or visitor; Disclosure of confidential Royal Family, estate and company information or security protection secrets to unauthorized persons; Willfully disregarding estate and company policies or procedures; Willfully falsifying any estate and company records; or Failing to report to work without excuse or approval of management for three consecutive days. Termination 2160 Terminations are to be treated in a confidential, professional manner by all concerned. The supervisor, department manager, and personnel department must assure thorough, consistent, and evenhanded termination procedures. This policy and its administration will be implemented in accordance with the estate and company equal opportunity statement. Terminating employees are entitled to receive all earned pay, including vacation pay. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 101 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Only employees with 5 or more years of service with the estate and company as explained in the policy, Sick or Personal Leave — Section 4040, are qualified to receive sick or personal leave payout. Employment with the estate and company is normally terminated through one of the following actions: Resignation — voluntary termination by the employee; Dismissal — involuntary termination for substandard performance or misconduct; or Layoff — termination due to reduction of the work force or elimination of a position Resignation An employee who wants to terminate employment, regardless of employee classification, is expected to give as much advance notice as possible. Three weeks or fifteen working days are generally considered to be sufficient notice time. Dismissal Substandard Performance — An employee may be discharged if his or her performance is unacceptable. The supervisor/manager shall have counseled the employee concerning performance deficiencies, provided direction for improvement, and warned the employee of possible termination if performance did not improve within a defined period of time. The supervisor/manager is expected to be alert to any “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 102 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia underlying reasons for performance deficiencies such as personal problems or substance abuse. See Section 2060. The Estate Manager must concur in advance of advising the employee of discharge action. Documentation to be prepared by the supervisor/manager shall include reason for separation, performance history, corrective efforts taken, alternatives explored, and any additional pertinent information. Misconduct — An employee found to be engaged in activities such as, but not limited to, theft of estate and company property, insubordination, conflict of interest, or any other activities showing willful disregard of estate and company interests or policies, will be terminated as soon as the Estate Manager has concurred with the action. Note: See Performance Improvement — Section 2150 for a list of other examples. Termination resulting from misconduct shall be entered into the employee’s personnel file. The employee shall be provided with a written summary of the reason for termination. No salary continuance or severance pay will be allowed. Layoff When a reduction in force is necessary or if one or more positions are eliminated, employees will be identified for layoff after evaluating the following factors: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 103 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 1. Estate and company work requirements; 2. Employee’s abilities, experience, and skill; 3. Employee’s potential for reassignment within the organization; and 4. Length of service. The immediate supervisor/manager will personally notify employees of a layoff. After explaining the layoff procedure, the employee will be given a letter describing the conditions of the layoff. Such as the effect the layoff will have on his or her anniversary date at time of call-back — the procedure to be followed if time off to seek other employment is granted — and the estate and company’s role in assisting employees to find other work. The employee and the Estate Manager, after consultation with the employee’s supervisor/manager, will follow one of the following procedures: The employee will receive at least two weeks advance notice of termination date. The employee will be terminated immediately and will receive one week of pay for each year of employment with the estate and company in lieu of notice, up to a maximum of four weeks. The payment will be based on a 40-hour workweek at the employee’s straight time rate or salary. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 104 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia . Termination Processing Procedures The supervisor/manager must immediately notify the PERSONNEL DEPARTMENT of the termination so that a termination checklist can be initiated. The PERSONNEL DEPARTMENT will direct and coordinate the termination procedure. All outstanding advances charged to the terminating employee will be deducted from the final paycheck by the payroll department. On the final day of employment, the PERSONNEL DEPARTMENT must receive all keys, ID cards, and estate and company property from the employee. The PERSONNEL DEPARTMENT and Estate Manager shall conduct an exit interview with the employee. Note: A sample Exit Interview Guide is provided at the end of this section from Mr. Mongiello The employee will pick up his or her final payroll check from the PERSONNEL DEPARTMENT (or via electronic banking system deposit via the Bank of Hawaii) at the time of the exit interview. The final check shall include all earned pay and any expenses due the employee. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 105 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Exit Interview Guide 1. Which responsibilities did you like most about the job? Which responsibilities did you like least? 2. What did you like most about the department you were assigned to? 3. What did you think about the way the manager handled complaints? 4. What types of working conditions are most conducive to your best productivity? 5. What do you see as the future of this estate and company? 6. What impressed you about this estate and company when you first accepted your position? Has this impression changed? If so, how? Why? 7. When you first joined the estate and company, was your training helpful for what you were actually doing six months later? 8. What type of job are you going to? What are you looking for in that position that you feel is not present in this estate and company? 9. What kind of work do you like to do best? Were you doing that kind of work in your job here? 10.What points would you want to make if you could tell top management how you felt about this organization? “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 106 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 11.How do you feel about the contribution you have made to this estate and company? 12.Tell me what your feelings are about the benefit program offered by this estate and company? Please use as many sheets as needed. Employment Disputes 2170 Any dispute or claim that arises out of or that relates to employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, or that arises out of or that is based on the employment relationship [including any wage claim, any claim for wrongful termination, or any claim based on any employment discrimination or civil rights statute, regulation or law], including tort or harassment claims [except a tort that is a “compensable injury” under workers’ compensation law], shall be resolved by arbitration in accordance with the then effective commercial arbitration rules of the American Arbitration Association by filing a claim in accordance with the filing rules of the American Arbitration Association, and judgment on the award rendered pursuant to such arbitration may be entered in any court having jurisdiction thereof. Compensation Equal Pay 3010 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will not pay wages to any employee at a rate less than the estate and “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 107 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia company pays employees of the opposite sex for work that is substantially equivalent requiring comparable skills. This policy is to be construed in accordance with applicable federal and state laws and regulations. Job Descriptions 3020 The purpose of job descriptions at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home is to define the duties and set requirements for filling the job. Within three months after every employee has filled a position, a personalized job description detailing the unique features of the job and establishing the employee’s job objectives will be prepared by each supervisor using input from the employee. The previous job description will be used as a model in defining the present employee’s position. A supervisor shall review an employee’s job description when he or she requests it. All job descriptions shall include the following information: 1. Title of position; 2. Assigned organizational unit [e.g., payroll, marketing]; 3. Position classification number; 4. Job summary or overview; 5. Position qualifications [essential qualifications including job experience, skills, and education]; and “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 108 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 6. Major duties and responsibilities. These position descriptions are used to compare our positions with the positions of other companies for salary surveys. Position descriptions are also one of the factors used in setting the pay scale of positions within our estate and company. Management shall review all position descriptions annually to ensure equity and consistency within and across job families and functional lines. Job Description Job Title: ___________________________ Job Code: _______________ Department: ________________________ Date: __________________ Written by: __________________________________________________ Approved by: ________________________________________________ Pay Scale __________ Exempt __________ Non-Exempt ___________ Essential Job Qualifications:_____________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 109 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Summary Statement: __________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ ___________________________________________________________ Assigned Responsibilities or Duties: ______________________________ ___________________________________________________________ ___________________________________________________________ Supervisor: _________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 110 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Workday, Payday, and Pay Advances 3030–50 A workday begins at typically assigned times that are different for each shift and staff member and ends at assigned times with 1 hour off for lunch. Each workweek consists of varied hours, and generally includes work performed Monday through Friday. However, the nature of our business sometimes demands workday or workweek hours different than those set forth above. Variation to the schedule will be made or approved by department managers. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 111 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Time Sheet Name: ______________________ Week [s] ending _____ : 20 __ ______Regular _ Overtime Date Time in Time out Time in Time Hours Hours out TOTAL HOURS [Regular and Overtime]: ___ Employee’s Signature: _________________________________________ Supervisor’s Signature: ________________________________________ Check # or ACH transfer #: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 112 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Payday Our employees are paid every two weeks, 26 times annually. The first payday of the year will be on the first [DAY] of the month, with each successive payday being on alternate [DAY]. Time cards are to be submitted to your supervisor/manager by close of business the Friday preceding the estate and company payday. Pay is for the two workweeks preceding the next payday. Pay Advances An employee pay advance is a temporary cash advance of an amount no more than $10,000.00 USD, repayable in 52 pay periods. The pay advance is interest free and is granted only in the event of an employee emergency. The determination to grant or reject an advance request is made at the sole discretion of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home Estate Manager, the Prince, King or Board of Directors. The advance is obtained by filling out a payroll advance request and submitting it through the employee’s supervisor/manager to the payroll department for processing. Requests for additional advances will be processed only after the initial advance is repaid. A full Consumer Counseling Service of Hawaii review may be necessary. Note: A Payroll Advance Request Form is included on the following page. All arrangements for mailing or depositing “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 113 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia employee paychecks must be made in advance and in writing with the payroll department. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 114 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Payroll Advance Request Employee Name: _____________________________________________ Date of Advance: _____________ Request Advance Amount: $ _______ Agreement: In consideration of the above advance pay given to me by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, I hereby irrevocably authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home Payroll Department to deduct the above advance amount in equal installments from the net earnings payable to me for the _________ pay period [s] immediately following the date of receipt of the advance amount. I understand that each deduction shall be [ADD DOLLAR AMOUNT]. I fully understand and agree that the total of all payroll deductions for repayment of this advance shall be equal to the total amount advanced. I further understand and agree that my acceptance of the advance amount and this authorization for payroll deduction shall in no way be construed as a contract for my continued employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. In the event of my termination of employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, whether voluntary or involuntary, prior to the total recovery by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home of the amount advanced to me, I authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to deduct the full remaining balance of this advance from my final paycheck. In the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 115 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia event my final paycheck is insufficient to repay the advance, I recognize my absolute and irrevocable obligation to fully repay any remaining balance to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. After my final paycheck has been credited against the advance amount owed and to pay reasonable attorney fees incurred by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home in the event collection efforts are required. Signatures: _________________________________________________ Employee Date Approved by: ________________________________________ ________ Supervisor Date __________________________________________ ________ Payroll Department “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 116 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Payroll Change Notice To: Payroll Department Please enter the following change/s in your records to take effect _______ Date & Time Employee __________________________________________________ Social Security Number ________________________________________ Clock No. ___________________________________________________ The Change/s Check all Applicable From To Boxes q Department q Job q Shift q Rate Reason for the Change/s Hired Transfer Length of Service Retired Increase “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 117 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Re-hired Merit Increase Union Promoted Re-evaluation of Existing Job Resignation Layoff Discharge Scale Demotion Leave of Absence from _______ until ____________ Date Probationary Period Completed Date Other [Explain] Change Authorized by __________________ Date _________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 118 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Overtime Compensation 3060 Non-exempt salaried employees will be paid at the rate of one and one-half times their regular hourly rate of pay for all time worked in excess of 40 hours in any one workweek. Note: Some state laws require overtime after eight hours in one day for public employees. Depending on travel dictated by Mr. Mongiello to accompany the Prince, this may vary or be higher. Overtime is never at the employee’s discretion. It shall only be incurred and paid at the request of the estate and company through the employee’s supervisor/manager. Supervisors/managers shall ensure that no unauthorized overtime hours are worked. Meal, Physical Workout and Rest Periods 3070 Meal Period — The normal workday is not eight hours, commencing at a precision, pinpoint time (a dose of reality and professionalism is better) and ending at any set time. Our activities are extremely varied with a one-hour paid lunch period beginning at the convenience of the supervisor and reliant on workload. Staff will work this out each day in a casual and professional manner. We require staff to eat lunch or disciplinary matters will be initiated against the offender. Employees who begin their workday before noon and continue to work past 7:00 PM will be granted a paid 60-minute meal period also. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 119 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Physical Workout Day – The staff day for working out is always Wednesday and is required for employment. All staff will report and be paid for the two-hour period of physical exercise. It is important to the body to recognize and admit that the physical side of the human race must be attended to and kept in good condition. When humans only concentrate on the other three areas of Emotional, Mental and Spiritual – they become imbalanced. Any staff who was scheduled to be off, do not have to report in. They can, however, and be paid for it. Estate Manager Mongiello will pay particular attention to employees whom always seem to have Wednesday off. Investigatory proceedings may be initiated in such case to determine why this occurs. No employee is exempt from taking care of his or her body. The estate does not employ personnel who choose to refuse to take care of themselves. A full medical examination and "fitness for physical workouts" examination will be conducted by the estate and company authorized doctor. A detailed medical history and examination is conducted and maintained to ensure that the physical workout is not destructive or detrimental to an employee who is sick, hurt, recovering or suffering from a life ailment or disease. Employees are rotated to lead the class under pre-approved guidelines. This controls leaders to ensure that a safe workout is had and some “Rambo” does not announce, “he will be leading a 10 mile run,” some Wednesday. Safety first. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 120 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Rest period — Non-exempt employees are permitted two paid 20minute rest periods. Rest periods are to be scheduled as near the middle of the morning and afternoon as possible. Flextime 3080 Flextime allows our employees optional starting and quitting times to coincide with their personal preference. The flextime employee is expected to be responsible and is trusted to begin and end work without direct supervision. Available flextime schedules are as follows: Begin Conclude Work Work 8:00 AM 4:30 PM 8:15 AM 4:45 PM 8:30 AM 5:00 PM 8:45 AM 5:15 PM 9:00 AM 5:30 PM 9:15 AM 5:45 PM 9:30 AM 6:00 PM The employee and supervisor/manager are to select a work schedule that ensures effective functioning of the department and is convenient for them. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 121 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Once the employee and supervisor/manager have chosen a mutually convenient workday schedule, the schedule does not become “fixed” and is not to be adhered to, without deviation. The employee normally may be allowed to change his or her schedule with the supervisor’s direct approval or once every six months subject to the supervisor/manager’s approval. Flextime also leans on studies of proven work at home programs. At sporadic periods, you can work from home and complete tasks – subject to outline from the supervisor and examination of them afterward to ensure completion. Performance Review and Salary Merit Increases 3090 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home has adopted a management by objective approach to performance appraisal. Each employee is given the opportunity to set individual written goals. He or she will be evaluated based on how well these goals have been met. Three months after an employee joins the estate and company, the supervisor/manager and employee will meet to establish employment goals consistent with the business objectives of the estate and company and the employee’s department. The first performance review will occur near the end of the next three months, preferably on a date agreed to in writing. All future employee performance reviews will be scheduled at six-month intervals and noted in the preceding appraisal report. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 122 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia It is the supervisor’s/manager’s responsibility to develop and maintain a work environment in which employees can openly discuss performance and develop plans. The employee will be notified about ten days in advance of the performance review date. Also included in the notification will be the time, place, and the discussion topics for the employee to prepare for the review. The employee, as well as the supervisor/manager, is to bring the following to the review meeting: A summary statement of the progress made toward meeting his or her employment goals; Examples of job-related areas demonstrating greatest strengths and identifying areas where additional training is needed; An outline of job-related tasks in which the employee can participate to improve performance; A recommendation of job responsibilities and goals to be established for the next six-month period; A summary of overall employment performance. The Employee Work Plan and Performance Appraisal/Criteria for Appraising Demonstrated Performance form that follows this policy is to be used for the performance review. The Employee Work Plan and Performance Appraisal portion of this form serves as a planning tool by which employees and their supervisor/managers set forth-specific examples of job performance. The Criteria for Appraising Demonstrated Performance portion of the form is used to evaluate overall employee performance based on the specific examples “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 123 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia referred to on the Employee Work Plan and Performance Appraisal portion. Employees and their supervisor/manager should complete both portions of the form. The supervisor/manager is responsible for establishing a relaxed atmosphere at the performance review and encouraging two-way communication. The discussion should be conducted in a positive manner, in complete privacy, and with no interruptions. The supervisor/manager shall verify that the employee is familiar with his or her job duties, previous goals, and the appraisal criteria or factors. At the conclusion of the performance appraisal, the employee will be requested to sign the appraisal verifying that he or she participated in the evaluation. The employee should be encouraged to submit comments about the appraisal that will become part of the record. A date for the next appraisal shall be agreed upon and noted on the appraisal form. The employee must be given a signed copy of the appraisal. The appraisal is then submitted for review by the next level of management. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home believes that pay increases should be related to an employee’s performance. Following performance reviews, the supervisor/manager will rank the employee’s performance according to his or her relative level of contribution to the estate and company. Factors will include how well the employee has met the objectives agreed upon in the last review, whether it be the initial meeting or the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 124 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia following six-month review; and the employee’s level of contribution to the success of the department/division relative to other employees. The supervisor/manager will rank all department/division employees in one of four groupings: 1=Outstanding 2=Very Good 3=Good 4=Marginal 5=Unsatisfactory A decision relating to the employee’s merit increase in pay will be made by the supervisor/manager after the review and ranking process has been completed. Any merit increase in pay will be retroactive to the date of performance appraisal. The supervisor/manager will forward a merit increase recommendation with the appraisal to the next level of management. Merit increases in pay are neither automatic nor periodic. They are reserved for employees who show skills improvement, education achievement and higher than average performance. Information about rates of pay and merit increases in pay, if any are deemed to be confidential matters between the estate and company and each employee and are not to be discussed among employees. Employee Work Plan and Performance Appraisal The Royal Kingdom of Saudi Arabia owned “Hale Koa” home has adopted a management by objective approach to performance reviews. Both employees and their supervisors/managers should respond in writing to the specific issues raised below prior to the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 125 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia scheduled review. Employees will be notified about ten days prior to the scheduled review. At the review, the employee and his or her supervisor/manager will discuss and compare each other’s response to the issues. The first page should be considered a planning tool to prepare for the review session. Employees and their supervisors/managers should record specific examples of employee conduct and performance. Do not be ambiguous. The criteria listed on the reverse side are used to evaluate the employee’s overall performance. Name of employee: Name of supervisor: Major responsibilities of the job __________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 126 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Specific accomplishments since last performance appraisal ____________ Specific examples of work quality_________________________________ Specific examples of work quantity _______________________________ Specific examples of employee’s judgment in work performance ________ Specific examples of employee’s initiative in completing assigned tasks _______________________________________________________ Specific examples of employee’s teamwork with fellow employees _______ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 127 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Specific examples of employee’s dependability in completing tasks ______ Achievement of employee’s goals ________________________________ Summarize employee’s performance _____________________________ Action to be taken to improve performance _________________________ Employee’s goals for next six months _____________________________ Employee comments — employee may put additional comments on a separate sheet. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 128 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Criteria for Appraising Demonstrated Performance Work quality — reliability, accuracy, neatness of work ________________ Work quantity — amount of work produced _________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 129 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Judgment — ability to make sound decisions in performing work tasks _______________________________________________________ Initiatives — interest shown in job, dedication, willingness to complete tasks, and accept additional work_________________________________ ___________________________________________________________ Teamwork — relationship with fellow employees in department/division ___________________________________________ ___________________________________________________________ ___________________________________________________________ Dependability — reliability and responsiveness in completing assigned tasks ___________________________________________________________ ___________________________________________________________ Achievement of goals and objectives by employee — express as 100%, 50%, etc. _____________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 130 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ___________________________________________________________ I am signing this performance appraisal to indicate that my supervisor and I have met to discuss the above comments. Employee’s Signature Date Manager’s Signature Date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 131 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Performance Appraisal Employee’s Name: _______________ Job Title: __________________ Supervisor’s Name: _______________ Performance Review Date: ____ The following scale should be used in evaluating the employee’s performance when compared to the norm of his or her position. Outstanding — Employee consistently meets, and in many instances exceeds, established standards and desired results; Very Good — Employee consistently meets established standards; sometimes exceeds, and never falls short of desired results; Satisfactory — Employee meets established standards; usually meets and seldom falls short of desired results; and Development needed — Employee meets established standards in some instances but lacks consistency; seldom exceeds and frequently falls short of desired results from time to time. Outstanding Very Good Satisfactory Improvement Comments Needed Performs Job Skills Knowledge of Work Ability to “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 132 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Organize Quality of Work Quantity of Work Communication Teamwork Meets Deadlines Dependability Judgment Attitude Problem Solving Areas needing improvement: Areas where improvement was made: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 133 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Objectives met since last review: Objectives set for next evaluation period: Summary of evaluation: Employee comments: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 134 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Signature Date Manager Signature Date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 135 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Performance Appraisal Definitions The following should assist you in completing the Performance Appraisal Form: Term Definition Performs Job Skills Ability to perform assigned job tasks. Knowledge of Work Technical knowledge of job and related work. Ability to Organize Effectiveness in planning own work. Quality of Work Accuracy of work; freedom from errors. Quantity of Work Output of work; speed. Communication Effective communication with manager and others. Teamwork Ability to work together within the department. Meets Deadlines Timeliness in performing work; deadlines. Dependability Reliability in carrying out assignments conscientiously. Judgement Ability to obtain and analyze facts and apply sound judgement. Attitude Positive attitude and enthusiasm to work and others. Problem Solving Ability to develop more efficient means to job tasks. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 136 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Performance Review Outline All employees participate in an estate and company-wide review process. Prior to each review, both the employee and his or her supervisor/manager will draft responses to the criteria described below. The review will consist in part of a comparison of the responses prepared by the employee and the supervisor/manager. Both parties will also work together to develop new objectives and priorities to achieve prior to the next scheduled review. Employee Objectives: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Results to Achieve: ___________________________________________ ___________________________________________________________ Priorities: ___________________________________________________ ___________________________________________________________ Interim Review [list dates]: 1. _________________________________________________________ 2. _________________________________________________________ 3. _________________________________________________________ Change in Objectives: _________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 137 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Change in Priorities: __________________________________________ Performance Evaluation: _______________________________________ Results and Achievements: _____________________________________ ___________________________________________________________ New Objectives and Priorities: ___________________________________ ______________________________ Next Review Date: _____________ Employee’s Signature Date Manager’s Signature Date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 138 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Performance Review Please respond in writing to the questions listed below. Space has been provided for your response. If you need additional space to answer questions, you may attach a separate sheet. The initial review will be conducted at the end of 90 days following the date your employment began. For that review, you should only complete Item 1. You and your supervisor/manager will work together during the review to complete the remainder of the form. For employees who have completed the initial review, you should complete all of the items except Item 1. 1. During the past three months you’ve had the opportunity to learn more about the estate and company and your individual job responsibilities. Do you feel that you have a full understanding of your job responsibilities? Please list your job responsibilities, as you understand them. _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 2. What are your personal employment goals? _____________________ _________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 139 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia _________________________________________________________ _________________________________________________________ 3. Would you like more or less responsibility? ______________________ _________________________________________________________ _________________________________________________________ 4. Would you like different responsibilities? If so, what? _______________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ 5. For your job, what are your greatest strengths? ___________________ _________________________________________________________ _________________________________________________________ 6. How can the estate and company utilize your strengths more effectively? _______________________________________________ _________________________________________________________ _________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 140 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 7. Please identify any areas where you feel you need additional training: __________________________________________________ _________________________________________________________ _________________________________________________________ 8. What can the estate and company do to help you in these areas? ____ _________________________________________________________ _________________________________________________________ 9. What goals have you established for yourself to accomplish before your next review? _________________________________________________________ _________________________________________________________ _________________________________________________________ 10.Evaluate your overall employment performance and accomplishment of employment goals since your last review? ________ _________________________________________________________ _________________________________________________________ _________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 141 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Signature Date Manager’s Signature Date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 142 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Performance Review [continued] The purpose of this form is to assist employees and managers in preparing for performance reviews. This form works similar to a diary. As an event occurs which might be relevant for review purposes, make a note of the event and the date on this form. This information will refresh your memory at review time. Name of Employee ____________________________________________ 1. Major responsibilities of the job: _______________________________ _________________________________________________________ 2. Specific accomplishments since last review: _____________________ _________________________________________________________ 3. Specific examples of work quality: _____________________________ _________________________________________________________ 4. Specific examples of work quantity: ____________________________ _________________________________________________________ 5. Specific examples of employee initiative in completing assigned tasks: ___________________________________________________ _________________________________________________________ 6. Specific examples of employee judgment: _______________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 143 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia _________________________________________________________ 7. Specific examples of employee teamwork: _______________________ 8. Specific examples of employee dependability: ____________________ 9. Specific examples of employee attitude: _________________________ _________________________________________________________ 10.Specific examples of employee creativity: _______________________ _________________________________________________________ 11.Goals achieved since last review: _____________________________ _________________________________________________________ 12.Specific examples of employee communication skills: ______________ _________________________________________________________ 13.Any other issues that are relevant for review and reflect on employee’s skills and ability: __________________________________ _________________________________________________________ _________________________________________________________ _________________________________________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 144 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate and company Evaluation Form Note: Complete this estate and company evaluation form at a time separate and apart from the employee evaluation. The responses should not impact an employee’s evaluation. The purpose of this form is to provide employees with the opportunity to participate in the review process by evaluating the performance of their department manager, their department, in general, and employees within their department. In some circumstances, employees will be asked to review the manager of a different department and that department where the departments have a significant overlap with one another. Please respond to the following statements of fact by indicating the numbered response that most closely applies. 1 = You strongly agree with the statement. 2 = You moderately agree with the statement. 3 = You moderately disagree with the statement. 4 = You strongly disagree with the statement. The Hale Koa Estate and company . . . 1. Is quality-oriented. _____ 2. Promotes teamwork and cooperation. _____ 3. Has created a positive work environment. ______ 4. Shows consideration and respect for its employees. _____ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 145 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Are there any specific instances that impact on any of your answers above? Please explain: ___________________________________________________________ ___________________________________________________________ Do you have any specific suggestions or comments concerning the estate and company as a whole? ___________________________________________________________ ___________________________________________________________ If __________________________________ were different, the estate and company would be a better place to work. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 146 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate and company Evaluation Form [continued] My Department . . . Department [please list your department]: __________________________ 1. Is quality-oriented. _____ 3. Works as a team. _____ 4. Meets its deadlines. _____ 5. Maintains a positive work attitude. _____ Are there any specific instances that impact on any of your answers above? Please explain: ______________________________________________ ___________________________________________________________ Do you have any specific suggestions or comments concerning your department? ___________________________________________________________ ___________________________________________________________ If __________________________________ were different, my department would be a better place to work. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 147 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia My Manager . . . 1. Clearly communicates what is expected of me. _____ 2. Listens to me. _____ 3. Promotes teamwork and cooperation. _____ 4. Distributes workload fairly. _____ 5. Is a good motivator? ______ 6. Encourages employee feedback. _____ 7. Shows consideration and respect for employees. _____ Are there any specific instances that impact on any of your answers above? Please explain: ______________________________________________ Do you have any specific suggestions or comments concerning your manager? ___________________________________________________________ ___________________________________________________________ Employees within My Department . . . 1. Have a positive work attitude. _____ 2. Are supportive of one another. _____ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 148 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 3. Contribute fairly to department workload. ______ 4. Are dependable. _____ 5. Work well together. _____ 6. Communicate effectively. _____ Are there any specific instances that impact on any of your answers above? Please explain: ______________________________________________ ___________________________________________________________ Do you have any specific suggestions or comments concerning the employees within your department? _______________________________ ___________________________________________________________ Please return to Estate Manager Mongiello on or before: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 149 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Salary Administration 3100 The management staff will meet during the first quarter of each year to budget the estate and company’s compensation package. They will establish a compensation pool for: 1. Pay increases at Hale Koa; 2. Monies to be allocated to the continuation and expansion of the estate and company benefits program; and 3. Monies to be budgeted for the addition of new employees. Department managers will meet with the Estate Manager and fiscal officer to establish the percentage of monies to be allocated to each department for annual pay increases. Pay increases are not granted on an automatic basis but only on the basis of demonstrated performance and documented contributions to the estate and company. A performance appraisal is one of several criteria which will be used to support the department manager’s recommendation for salary adjustment and adjustment amount. Other criteria include, but are not limited to, the actual amount of money allocated to the department, pay survey data, and impact of an individual on estate and company profit and loss. Recommendations will be submitted to the president for final approval. Salary adjustment letters will be distributed during the month of June and become effective July 1. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 150 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Payroll Deductions The following mandatory deductions will be made from every employee’s gross wages: federal income tax, Social Security FICA tax, and applicable city and state taxes. Every employee must fill out and sign a federal withholding allowance certificate, IRS Form W-4, on or before his or her first day on the job. This form must be completed in accordance with federal regulations. The employee may fill out a new W-4 at anytime when his or her circumstances change. Employees who paid no federal income tax for the preceding year and who expect to pay no income tax for the current year may fill out an Exemption From Withholding Certificate, IRS Form W-4E. Employees are expected to comply with the instructions on Form W-4. Questions regarding the propriety of claimed deductions may be referred to the IRS in certain circumstances. Other optional deductions include the portion of group health insurance not paid by the estate and company, which is deducted from each payroll check. Other voluntary contributions, such as credit union and pension plan, are also deducted each pay period. Every employee will receive an annual Wage and Tax Statement, IRS Form W-2, for the preceding year on or before January 31. Any employee, who believes that his or her deductions are incorrect for any pay period, or on Form W-2, should check with the PAYROLL “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 151 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia DEPARTMENT immediately. Your supervisor/manager will give you time to do this during the workday. Shift Premium 3120 Employees are paid a premium rate for hours worked that are not considered the normal daytime shift. The rates are established as follows: 1. An 11 % premium of the base rate for second shift [3:00 PM to 11:30 PM]; 2. A 15% premium of the base pay rate for third shifts [10:00 PM to 6:30 AM]. Paid time off is reimbursed at the regular daytime shift rate without premiums. Employee Benefits Insurance 4010 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides group life insurance, group health insurance, and a group disability program for its employees at no cost to the employees. The health insurance program includes hospital, accidental injury, and dental benefits. For specific questions on coverage of the programs, contact the insurance representative at Moana Laki Agency. The estate and company benefit programs are explicitly defined in legal documents, including insurance contracts, official “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 152 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia plan texts, and trust agreements. In the event of a conflict between these documents and this policy, the formal language of the plan document and not the informal wording of this policy must govern. All of these official documents are readily available in the Estate Managers office in the top of Hale Koa. Eligibility 1. The employee is eligible for coverage on the 1st day after his or her first day on the job. 2. Dependents of the employee are eligible for participation in the group medical and dental insurance program at no cost to the employee if the following is true: The employee is a full time employee. The employee elects dependent coverage when enrolling in the plan. The dependent satisfies the following definition: Group Life Insurance 1. The following amounts will be paid to the employee’s designated beneficiary or legal representative upon his or her death. 2. Accidental Death and Dismemberment. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 153 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Group Health Insurance 1. Hospital Benefits 4. Dental Benefits 2. Physician’s Benefits 5. Psychiatric Benefits 3. Accidental Injury Benefits 6. Disability Benefits Vacation 4020 Vacation benefits are based on the employee’s next anniversary date that occurs in the current calendar year. The schedule is as follows: Anniversary Date in Calendar Vacation Entitlement as of Year January 1 of Calendar Year 1st through 4th 3 weeks 5th through 9th 4 weeks 10th through 19th 5 weeks 20th through 24th 6 weeks 25th or more 7 weeks The employee’s anniversary date is established according to the policy in Section 2100. To be eligible to take vacation, the employee must be in active pay status. Vacation is vested, and a terminating employee will be paid for vacation not taken. Vacation not taken during the calendar year is not forfeited. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 154 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia New employees become eligible to take vacation after they have worked three consecutive months. Those reporting on the first working day in January are entitled to two weeks of paid vacation. Those reporting after the first working day in January through the first working day in July are entitled to one week of paid vacation. New employees reporting for work after the first working day in July are not entitled to paid vacation until the following year. Part-time employees are not entitled to paid vacation. Employees who are not entitled to paid vacation may request permission from their supervisor/manager to take up to one week of unpaid vacation time. The employee’s supervisor/manager is responsible for scheduling vacations. Vacation entitlement is administered by the Accounting Department and overseen by Mr. Mongiello. Employees are responsible for planning ahead for vacation and working out a complete schedule with their supervisor/manager. Normally, fourweek advance notice of vacation is expected and necessary to ensure scheduling of work. Employees who desire to take more than three weeks of vacation at one time should give their supervisor/manager more than four weeks advance notice. Holidays 4030 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides a number of paid holidays each year. The estate and company is officially closed on these days, unless a major function is occurring – in which case the day will be made up to the employee: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 155 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia January 1* New Year’s Day February President’s Day March/April Good Friday May Memorial Day July Independence Day September Labor Day October Columbus Day November Thanksgiving Day November Day after Thanksgiving December 24th** December 25th* December 31st** * If these holidays fall on Saturday, the proceeding Friday will be a holiday. If they fall on Sunday, the following Monday will be a holiday. **If these holidays fall on weekends, one-half day off will be observed on the last workday proceeding the holiday. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 156 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Muslim, Jewish and other faiths will be cared for in a generous manner. Since the United States generally requires or recognizes the holidays above – we have listed them as assured. Please see Estate Manager Mongiello, as he has a full understanding of most faith groups and their holidays. All accommodations will be made out of a deep and understanding respect. Weekend Holidays When a recognized holiday falls on a Saturday, it will be observed on the Friday before the holiday. Recognized holidays that fall on a Sunday will be observed on the following Monday. Eligibility for Holiday Pay Employees must work the last scheduled day before a holiday and the first scheduled working day following the holiday to be eligible for holiday pay unless time off on these days has been excused with pay [e.g. vacation and sick leave]. Only regular full time employees are eligible for full holiday pay. Temporary employees are not eligible for holiday pay. Part-time employees are entitled to an equal number of estate and company holidays, but they shall receive pay for only the number of hours they would have regularly worked. Scheduled work on holidays is discouraged since the estate and company sees the purpose of holidays as a provision for employee relaxation. If an employee is “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 157 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia required to work on a scheduled holiday, the employee will be paid for hours worked at his or her regular pay in addition to holiday pay. If a designated holiday falls within an employee’s vacation period, the holiday is not considered a vacation day. Employees may take religious holidays not designated as an estate and company holiday either as a floating holiday or without pay. Prior approval in advance must be obtained from the employee’s supervisor/manager. Sick or Personal Leave 4040 A regular full-time employee will receive 40 hours of sick leave after six months of continuous employment. A regular part-time employee will be credited with an appropriate prorated number of hours. After the first six months of employment, sick leave is accrued monthly at a rate of 6.67 hours for a full-time employee and at a prorated amount for a part-time employee. Sick leave is accrued on the last workday of the month. Employees must be in an active pay status on the last day of the month to accrue sick leave for that month. It is in the best interests of an employee who is ill or injured that the employee not remain at work. It is the supervisor or manager’s responsibility to send the employee home if the employee is incapacitated. Time for routine doctor or dentist appointments can be charged to sick leave. Employees are encouraged to make such appointments as needed. If time off is required for such appointments, arrangements should be made in advance with the employee’s “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 158 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia supervisor or manager. The employee must use accumulated sick leave in conjunction with income protection plans or other sources of disability income to achieve full pay for as long as possible. However, at no time can the combination of these exceed normal earnings. An employee is expected to notify his or her supervisor/manager at the beginning of each workday during illness or injury. Exceptions to this include a serious accidental injury, hospitalization, and when it is known in advance that the employee will be absent for a certain period of time. A Medical Release Statement is to be submitted to the employee’s supervisor/manager for review before the employee returns to work in the following situations: Five or more consecutive workdays of absence due to illness or injury; In all cases of work-related injury when the employee has been unable to work after the time of the injury; or When returning from medical or maternity leaves of absence. In the case of a work-related accident or injury, the estate and company will compensate an employee for any lost work hours beginning on the date of the accident or injury and for the next number of hours of scheduled work time lost as a result of that accident or injury – subject to review. The employee’s sick leave is not to be used for this purpose. The employee must then use “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 159 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia accumulated sick leave in conjunction with workers’ compensation or other disability income to achieve full pay for as long as possible. However, at no time can the combination of these exceed normal earnings. Unused sick leave will not be forfeited upon termination. Rather, it can be donated to the “Employee Sick Bank Account.” No employee will be allowed to overdraw sick leave beyond 100 hours without approval in writing from the Estate Manager. Such approval will only be granted on the condition, in writing and signed by the employee, that overdrawn sick leave will be deducted from the employee’s final paycheck upon termination. Sick employees are encouraged to apply to the Employee Sick Bank Account if they need more time off in a paid status. Each year, employees nominate and vote on a board of three leaders to run the Sick Bank Account. An example is thus: “Over the year, Mr. Kansington never seemed to get sick - so he donated almost 100 hours of paid sick time to the Sick Bank Account. Well, by gosh, by the time we were through we had almost 12 other employees do the same thing. It amounted to free, paid sick time of almost 1200 hours. Then, one time, when Ms. Peabody was hospitalized for a cancerous growth she applied for and was approved for a donation of 900 paid sick hours. That kept her paid and the Prince and Mr. Mongiello also visited her in the hospital. She was well covered, medically and financially, by the estate plan. Later “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 160 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the Prince threw a large “welcoming back” party in her honor and donated a 100% college tuition for her son at the University of Hawaii. Leave of Absence and Military Leave 4050 Leave of absence is time off in a non-pay status. An employee must submit a request for leave of absence in writing to his or her supervisor/manager. Managers will forward the request for final approval to the Estate Manager accompanied by the supervisor’s/manager’s recommendation. The employee is expected to request leave of absence with as much advance notice as possible. Leaves of absence will not be granted for periods less than two weeks in duration. Vacation or sick leave should be used for such absences. The reason for leave should fall into one of the following categories: 1. Medical [including pregnancy-related] 2. Military 3. Personal – especially educational The employee has the responsibility to keep the Estate Manager advised of the leave situation and to contact his or her supervisor/manager at least two weeks before the expiration of the approved leave to discuss return to work. If the employee desires voluntary termination, this should be reported four weeks in advance. The estate and company will make a “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 161 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia reasonable effort, consistent with good business practices and estate and company needs, to reinstate an employee to the same position he or she previously occupied, or to a similar position, following a leave of absence. However, in the case of leaves over 2 months, the estate and company cannot guarantee that the same or a similar position will be available at the time an employee desires to return to work, or thereafter. If this situation occurs, the estate and company reserves the right to offer the employee a lower-level position, if one is available at the appropriate salary for such a position. An exception to this rule occurs when an employee is guaranteed reemployment rights under federal or state laws. Exceptions can also be made for intense periods of study and are subject to the discretion of Mr. Mongiello. An example would be to attend the Starkey Institute or to finish ones MBA. How to Determine Benefits Holidays — To be paid for a holiday, an employee must be in active pay status the day before and the day after the holiday. Employees are not eligible to receive pay for any holiday during the leave period. Vacation — No vacation hours are earned during the leave period. Employees requesting a leave of absence for medical or military reasons may choose to use all earned vacation before beginning “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 162 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia leave of absence. Employees requesting personal leave of absence must use all earned vacation before beginning leave of absence. Sick or personal — No sick or personal hours are accumulated during the leave period. Permissive or mandatory use of accumulated sick or personal leave is governed by the rules in paragraph 2, above. Insurance — The estate and company will continue the employee’s insurance benefits on leave of absence approved for medical reasons only. In the case of military leaves, insurance benefits will be continued for up to ten working days per year, starting with the day military leave begins. Profit-sharing — An otherwise eligible employee will be entitled to profit sharing, stock bonus plan, the Prince’s choice pick stock plan, stock option plan and retirement plan while on leave of absence in accordance with the rules of the profit-sharing plan and related policy. If the leave began before eligibility was established, eligibility will be postponed until the employee returns to work. Notwithstanding the above, an employee on leave of absence who fails to return to work will be terminated effective his or her last day of work or paid leave [vacation, sick, or personal], whichever is later. Personal — Personal leaves are granted to employees having special personal need for an extended period of absence. Each case must be evaluated on its own merits and consider: 1. The reason for the request; “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 163 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 2. The amount of time required; and 3. The employee’s length of service and past record. Educational — To encourage the academic development of deserving employees, educational leaves of absence may be granted. Employees must have 2-year [s] of active service with the estate and company for each year of leave. If the educational leave is for completion of a Starkey certification or college degree, the employee must also have a minimum of 20 college credits. The employee’s record, career objectives, and the applicability of the major area of study to the estate and company’s needs must be considered in determining whether educational leave will be granted. Typically, educational leave will be granted for one year and may be renewed for an additional year at the option of the estate and company. Public Service — Leaves of absence for public service may be granted to employees to permit participation in special community projects or political campaigns or to accept a governmental elective or appointive position. Employees must have a minimum of 2 year[s] of active service with the estate and company for such leave to be considered. Military — To protect the employment rights of employees entering the armed forces of the United States and to ensure conformance with the applicable federal laws, a leave of absence must be granted “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 164 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia to all employees, except temporary, who enter military service for active duty as a result of the following: Initial enlistment in the armed services of the United States; Initial training period in the National Guard; Being ordered to active military service as a member of the Reserves or National Guard for an indefinite period or for a periodic training period up to ten working days; and Any service requirements under the Selective Service Act. Return to Work The employee assumes responsibility for keeping the estate and company periodically advised of the need for continuing leave of absence status. He or she should contact the supervisor/manager at least two weeks prior to expiration of the leave to discuss return to work. Following leave of absence, the estate and company will make every reasonable effort, consistent with estate and company needs, to reinstate an employee to the same position he or she previously occupied, or to a similar position. However, the estate and company cannot guarantee that the employee will be reinstated to the same or a similar position. If the same or a similar position is not available, the estate and company reserves the right to offer the employee a similar paid or lower-level position at the appropriate salary for such a position. In the case of pregnancy, we will follow changing Hawaii “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 165 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia State law on this issue – to the letter or better. We admire, celebrate and rejoice in family building. If this is not acceptable to the employee, the employee will be terminated. Exceptions to this rule are employees who are granted military leave of absence. They are entitled to full re-employment rights subject to the governing federal and state laws. Employees who do not return to work after leave of absence will be terminated effective on the last day of work or paid leave whichever is later. Benefits Medical, dental, and life insurance coverage continues for 90 days. Thereafter, coverage may be converted to an individual contract at the employee’s expense. Holiday pay is not available to employees during leave of absence. Vacation and personal or sick leave is not accrued during the leave of absence. Profit-sharing contributions continue based on actual earnings during the plan period and in accordance with the terms and conditions of the plan. Pension plan information is provided in the Summary Plan Description or the plan documents for a definite statement of the employee’s entitlements, or sees the Estate Manager. Medical Leave of Absence 4060 Upon written application by an employee who has at least 2 months of continuous service with the estate and company, the Royal “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 166 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Kingdom of Saudi Arabia owned “Hale Koa” home will grant to the employee for an appropriate period of time a leave of absence without pay for illness or pregnancy subject to the requirements set forth below. The estate and company reserves the right to request a certificate or statement from the employee’s physician establishing the employee’s physical need for the leave of absence. An employee returning to work from a leave of absence in the case of illness or pregnancy will present a certificate or statement from the employee’s physician indicating that the employee is able to return to work. An employee need not apply for an illness or pregnancy leave of absence if the absence will not exceed five working days. However, the employee must notify his or her department manager no later than the day of such absence. The following requirements will be applicable to employees on all types of leaves of absence: An employee on any leave of absence shall not return to work prior to the expiration of his or her leave without the prior written consent of the estate and company. An employee who does not return to work at the end of his or her leave of absence will be considered to have voluntarily resigned from employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. If an employee returns to work within eight weeks after the leave of absence begins, the estate and company will return “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 167 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the employee to employee’s previous job, if the job exists and if the employee remains qualified and able to perform the work in such job. If an employee returns to work more than eight weeks after the leave of absence begins, the estate and company shall not be required to return the employee to any job within the estate and company. An employee who accepts other employment while on any leave will be deemed to have voluntarily resigned his or her employment with the estate and company. Group insurance participation for employees on a leave of absence will continue during the leave but will terminate the first day after the day on which the leave of absence ends, but in no event later than eight weeks following the date of commencement of the leave, if the employee has not returned to full time employment by that date. The time that an employee is on leave of absence will be counted as time worked for determining whether or not the employee is entitled to other estate and company benefits, subject, of course, to the specific provisions of any health insurance policy, retirement plan or other benefit package. Similarly, an employee’s length of service will continue to increase while the employee is on leave of absence. Note: This policy may conflict with changing Hawaiian state or federal medical leave laws. Consult with your estate and “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 168 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia company counsels for guidance in this complex area or ask to see Mr. Mongiello to ensure that we are helping you while protecting the rest of the staff against abusers. Family Leave, Parental Leave and Pregnant Employees 4070 — 4090 The estate and company provides unpaid family medical leave for up to twelve weeks within a two-year period subject to the following terms and conditions. For purposes of this policy, a “year” is determined by looking back twelve months from the date the leave is requested to determine how much leave has been taken in that period. Employees taking a family medical leave of absence shall make a reasonable effort to schedule medical treatment or supervision so as to minimize any disruption to estate and company operations. If a serious health condition is anticipated, employee shall provide at least 30 days written notice, prior to taking leave, explaining the reason for the leave. If a serious health condition is not anticipated, employee should make an oral request for leave at least 3 days prior to the leave. For the purposes of this policy “serious health condition” means: An illness of a child of the employee requiring home care; or “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 169 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia An injury, disease or condition that according to the medical judgment of the treating physician: Poses an eminent danger of death; Terminal in prognosis with a reasonable possibility of death in the near future; or Any medical or physical condition requiring constant care. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home might require certification from a health care provider as to the need for the leave. Employees may choose to use accumulated vacation or sick leave time. For any serious health condition that is not life threatening or terminal, no family medical leave is allowed during any period of time when another family member is taking family medical leave or is otherwise available to care for the family member. During the leave, the regular position of the employee shall be considered vacant for the period of the leave, and the employee will not be removed or discharged as a consequence of the leave. Benefits do not continue or accrue during the leave period. However, the estate and company will continue health care coverage for the employee during the leave. At the conclusion of the leave period, the employee shall be restored to his or her former position or an equivalent job without loss of seniority or service credits accruing under any benefit plan as of the date the leave commenced. If the estate and company is unable to restore the employee to his or her former job or an equivalent due to “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 170 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the estate and company’s circumstances, the employee shall be reinstated to any position that is available and suitable. The estate and company is not required to discharge any other employee in order to reinstate the employee. Note: Hawaiian State and federal laws may differ regarding which employers are required to provide leave, which employees are eligible for the leave, the duration of the leave, and an employee’s right to reinstatement. These laws are changing. Because of the complexity of the laws in this area, consult with your estate and company counsel before applying for benefits under this policy at Hale Koa. Parental Leave Estate and company shall provide unpaid parental leave for its employees. Employees seeking parental leave shall provide a request in writing at least 30 days in advance of the anticipated date of delivery or adoption if the necessity for the leave is foreseeable. The notice shall be binding upon the parents unless: The birth is premature; The mother is incapacitated due to the birth such that she is unable to care for the child; The employee takes physical custody of a newly adopted child at an unanticipated time and is unable to give 30 days advance written notice; or in cases of premature birth, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 171 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia incapacity or unanticipated taking of physical custody of an adopted child, employee shall give the estate and company written notice of the revised dates of parental leave within 7 days following the birth or taking of custody. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home might require certification from a health care provider as to the need for the leave. Employees may choose to use accumulated vacation or sick leave time. Any parental leave shall not exceed twelve weeks in length and shall consist of all or that part of the time between the birth of the employee’s infant and the time the infant reaches twelve weeks of age, or in the case of a premature infant, until the infant has reached the developmental stage equivalent to twelve weeks as determined by an attending physician or all or part of the twelve week period following the date an adoptive parent takes physical custody of a newly adopted child under six years of age. The estate and company will not grant parental leave if the effect would be to enable the employee and the other parent of the child, if also employed, parental leave totaling more than the time set forth above or to grant any parental leave for any period of time in which the child’s other parent is also taking parental leave from employment. Employees seeking parental leave may also utilize any accrued vacation, sick leave or compensatory leave subject to the other terms and conditions of this policy manual. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 172 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Note: Hawaiian State and federal laws, change and tend to differ regarding which employers are required to provide leave, which employees are eligible for the leave, the duration of the leave, family members to which the right to leave attaches, and an employee’s right to reinstatement. Because of the complexity of the laws in this area, consult with your estate and company counsel before using this policy at Hale Koa. You may be entitled to even more time off and we want to follow both Hawaiian and federal law in supporting you. Pregnant Employees In addition to the family leave policy, pregnant employees may request, if reasonably necessary, a temporary transfer to a less strenuous or hazardous position for the duration of the pregnancy. Estate and company may require a medical opinion regarding the need for transfer. Pregnant employees may also take a leave of absence on account of pregnancy for a reasonable period of time if the leave is reasonably necessary, the employee requests the leave in writing, and the estate and company can reasonably accommodate the request. Pregnant employees may also use any accrued vacation time or other compensatory time off. Upon return, any pregnant employee shall be entitled to any seniority, vacation credits, or other benefits which have accrued as of the date “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 173 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia of the leave and were not used in conjunction with the leave. No employee benefits accrue during the leave. Upon return, the estate and company will endeavor to return the employee to her former job or its equivalent. If estate and company’s circumstances have so changed that the employee cannot be reinstated to the former or an equivalent job; the employee shall be reinstated to any position, which is available and suitable. However, the estate and company is not required to discharge any employee in order to reinstate the employee to any other job other than her former job. If any issue arises as to the employee’s physical capacity to return to work, the estate and company may request a medical opinion. Note: State and federal laws may differ regarding which employers are required to provide leave, which employees are eligible for the leave, the duration of the leave, family members to which the right to leave attaches, and an employee’s right to reinstatement. Because of the complexity of the laws in this area, consult with your estate and company counsel before using this policy. Bereavement Leave The estate and company will pay for time off in the event of death of the following immediate family members: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 174 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Spouse Grandparent Father-in-law Parent Brother Sister Child or Stepchild Grandchild Mother-in-law The Hale Koa employee and supervisor/manager will determine the amount of time the employee will be absent from work. The maximum paid leave is 14 days, in addition to all other paid leave. Leave for attendance at the funeral of a non-immediate family member or person with an especially close relationship may be granted with or without pay. The employee’s supervisor will make determination after consultation with upper management. Jury Duty 4110 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will grant employees time off for mandatory jury duty or court appearances as a witness when the employee must serve or is required to appear as a result of a court order or subpoena. A copy of the court order or subpoena must be supplied to the employee’s supervisor/manager when requesting time off. The employee is entitled to full pay for each day of jury duty or service as a witness up to a maximum of [ten] days per year, in addition to any other paid leave. However, time off for court appearances as a party to any civil or criminal litigation shall not be “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 175 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia compensated, and the employee must arrange for time off without pay or use accrued vacation or personal leave for such appearances. Voting 4120 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home encourages all employees to vote. Employees are encouraged to use flextime hours for this purpose or to take advantage of polling hours prior to the beginning or following the end of your workday, here in Hawaii. It is important to be a part of the community and O’Hana and to remember that Mr. Mongiello and the Prince especially encourage voting. If this cannot be arranged, your supervisor/manager will approve time off to vote either at the beginning or end of your workday, provided that you give at least one day’s notice to your supervisor/manager. Employee-Incurred Expenses and Reimbursement 5010 To ensure that all proper business-related expenses incurred by employees are reimbursed, the following procedure has been established: All expenditures are to be approved in advance by the employee’s manager unless circumstances prevent advance approval. A receipt or evidence of expenditure must accompany all business-related expenditures in order to receive reimbursement. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 176 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia All items purchased or charged by the employee are to be itemized on the approved estate and company expense report. All portions of the report must be filled out or marked “N/A” [not applicable], and the necessity and purpose of the expenditure must be explained in sufficient detail. Expense reports must be signed and dated by the employee and initialed by the manager showing approval. Reports are due in the accounting department within 30 days of the expenditure. Reimbursement will be made by the fifth working day of the month following submittal of the expense report. Managers are authorized to approve expenditures up to a limit of $250.00 for non-travel-related items, including local mileage reimbursement and one day trips for conferences, meetings, and the like. The Estate Manager must approve any amounts over this limit. All travel-related expense reports, except for local mileage reimbursement or one-day trips, must be approved by the supervisor/manager. Mileage Reimbursement 5020 For the convenience of the employee, when he or she desires to use his or her personal vehicle for estate and company business, all employees of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home shall be reimbursed for estate and company-related business travel at the rate of .40 cents per mile. Use of a personal vehicle is “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 177 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia never required by the estate and company and is discretionary on the part of the employee. Travel expenses between your home and your assigned work location are not reimbursable. If an employee is required to travel from home directly to a third location on estate and company business and then to work, the estate and company will reimburse the employee for the difference between the mileage the employee normally drives to work and the total miles driven for business purposes. Requests for reimbursement of business-related travel will be submitted to your supervisor/manager for approval on a standard estate and company expense report. Reimbursement requests will include the following: Date of travel Beginning and ending odometer readings for each trip Travel destination Number of miles traveled on estate and company business The reason for estate and company travel The expense report must be signed and dated by the employee and initialed by his or her supervisor/manager. The reports must be submitted to the accounting department and will be processed according to the policy, Employee-Incurred Expenses and Reimbursement — Section 5010. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 178 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The employee, in using his or her vehicle for estate and company purposes, assumes liability for his or her vehicle. All employees who desire to use their personal vehicles for estate and company business must sign statements verifying that they have a current driver’s license and vehicle liability insurance in at least the minimum amounts required by state law. Travel Reimbursement 5030 This policy establishes the general guidelines and procedures to be followed when business travel is required. Travel-related expenses are to be detailed on the estate and company travel reimbursement form. Employees who prefer to use their personal vehicles for their convenience on estate and company business, including trips to the airport, will be reimbursed at the standard estate and company mileage rate, provided that the time and distance involved is reasonable under the circumstances. All parking expenses and highway tolls incurred as a result of business travel will be reimbursed. All air travel must be approved in advance by the employee’s supervisor/manager unless unavoidable. All travel will be by coach class whenever possible. First class may never be used. Business Class can be used when travelling more than 14 hours or an overnight stay can be had to break up the length of the trip. The choice is up to the traveler. The “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 179 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia duplicate airline ticket receipt should be attached to the estate and company reimbursement form. The estate and company insures employees who fly when traveling on estate and company business with a travel accident rider to our regular group insurance policy. Purchase of additional air travel insurance is not a reimbursable expense. Employees should request advance approval for use of a rental car at their destination. If a rental car is used, additional insurance should not be purchased because of our existing insurance coverage. A copy of the rental car agreement form must accompany the travel reimbursement form. Employees should select moderately priced lodging convenient to their destination to minimize time and expense. A detailed receipt from the hotel or motel must accompany the reimbursement form unless such is unavailable, in which case; a credit card receipt is acceptable. Employees must submit receipts for meals with the reimbursement form. Reasonable tips, when paid by the employee and noted on the receipt, will be reimbursed. In some cases an expense account can be applied for and granted, in writing from Mr. Mongiello. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 180 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Travel reimbursement requests are due in the accounting department on the last working day of each month. Use of Estate and company Vehicles 5040 The following guidelines are to be adhered to by our employees who, while performing estate and company business, are required to rent a car: 1. Standard car rental will be an intermediate class automobile. 2. The employee will arrange car rental reservations. The traveling employee is responsible for picking up a car rental request form prior to departure, and upon return, submitting a copy of the car rental agreement with his or her expense report. The car rental request form will identify the date that the car reservation was made, the person making the reservation, the car rental estate and company, the pick-up point, and a reservation number. 3. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is self-insured, so it is not necessary to incur an additional charge for collision or damage deductible waiver or any other optional insurance [e.g., higher liability limits] offered by the rental estate and company. Therefore, the estate and company will not reimburse charges for such optional insurance. 4. If a special condition exists and other than the intermediate size car is necessary, document the reason on your expense report. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 181 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Conferences and Meetings 5050 Alternate Policy 1 - 5050.1 – Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. Employees may request time off or estate and company financial support or both to attend conferences or meetings sponsored by institutions or professional organizations. The subject matter to be presented must relate directly to the employee’s position or provide beneficial information to be shared in the employee’s department. The employee’s supervisor/manager and the Estate Manager must approve the employee’s participation in the conference or meeting. The estate and company will pay for the following expenses if attendance is approved: tuition, or registration fees, travel costs, lodging, and meal expenses not covered by registration. Time off for attendance and travel during normal working hours will be paid at the normal rate of pay. Conferences and Meetings Alternate Policy 2 - 5050.2 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. Our estate and company encourages employees to increase their job-related skills and knowledge through participation in professional “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 182 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia conferences and meetings. Employees must submit a request to their immediate supervisor/manager for approval to attend such conferences or meetings. The request must identify the subject matter of the presentation, how it is job-related, and an estimate of the expenses. If the request is approved, the estate and company will reimburse the employee for 75% of his or her conference-related expenses: travel, registration fees, workbooks, and lodging and meals not included in the registration fees. The time off for employee’s attendance and travel will be paid at the employee’s normal rate of pay. Professional Memberships 5060 Alternate Policy 1 - 5060.1 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home encourages its employees’ job-related professional growth and development. In expression of this support, the estate and company will reimburse each exempt employee up to $100 per calendar year for expenses incurred in joining professional organizations. Professional organizations are defined as [LIST APPLICABLE ORGANIZATIONS] and similar professional organizations which have job-related educational programs and publications. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 183 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Reimbursement will be made upon receipt of an expense report accompanied by proof of membership payment. Professional Memberships Alternate Policy 2 - 5060.2 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. Employees are encouraged to participate in and continue their professional development while employed by our estate and company. The estate and company will sponsor one membership in a job-related professional organization per exempt employee per year. Employees are encouraged to invite other interested employees to appropriate organizational functions and to distribute publications and other organizational literature of general interest within the estate and company. Approval of an estate and company-sponsored membership in an appropriate professional organization will be the responsibility of the employee’s department supervisor/manager. Relocation of Current or New Employees 5070 Alternate Policy 1 - 5070.1 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 184 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia When any new or current exempt employee is required to work full time, at estate and company request, at a location beyond a reasonable commuting distance from his or her present residence, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home will pay reasonable and necessary moving expenses. A reasonable commuting distance is considered to be 50 miles or less one way. Employees who voluntarily terminate within twelve months from the date of relocation will be required to refund all expenses paid under this policy to the estate and company. A statement to this effect will be included in the Relocation Request Form. The following moving expense assistance items are provided for the following: 1. Shipment of household goods of up to a certain number of pounds – as determined in contract negotiations, but no less than 13,000; 2. Packing and unpacking of household goods; 3. Appropriate employee and dependent transportation from the former residence to the new location, including all reasonable and necessary means of travel, plus the reasonable cost of meals and lodging en route as required; 4. Storage charges for household goods in transit for a maximum of 30 days when approved in advance; 5. Automobile allowance of $0.40 [40 cents] per mile for up to two vehicles actually driven to a new location; “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 185 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 6. Premiums for insurance covering the shipment of goods; 7. Temporary living expenses of the employee for reasonable accommodations and meals for up to 30 days’ duration when the employee transfers in advance of his or her family; 8. Reasonable employee expense for travel home, typically once every three months after transfer and before the family moves to the permanent location; 9. Normal and reasonable residence-finding expenses for a spouse for up to seven days while seeking a new residence, with a maximum of two trips; 10.Temporary living expenses for reasonable accommodations and meals for a maximum of one week after the employee transfers his or her family to the new location and before moving into a new residence. The estate and company will also pay for the following: 1. Home Selling Cost — normal real estate commission, legal fees, and all normal seller’s closing costs. 2. Home Purchasing Costs — a. Fees for mortgage loan service [points] not to exceed the greater of three points or [add dollar amount], unless prior written approval is obtained; b. Title insurance and/or title search and legal fees; and “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 186 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia c. Recording, appraisals, survey, and transfer fees. The estate and company will not pay for the following: 1. Legal fees to clear substantial title defects; 2. Repairs to the property sold or purchased; and 3. Moving of perishables or large, bulky items such as trailers, recreational vehicles, horses, boats, extensive hobby equipment, and items for which an unusual amount of expense is incurred for insurance, safety, or protection, such as an extensive art collection. However, an exception will be made for a house trailer that will be the employee’s permanent residence for at least six months. A Relocation Request Form must be filled out and submitted to the Accounting Department as soon as possible following approval of relocation by the Estate Manager. The request will include an estimate of the relocation expenses. The employee, his or her supervisor/manager and the Accounting Department will jointly review the reimbursement request prior to final approval. Reimbursement will be made to the extent of all approved expenses subject to submittal of statements of charges or receipts of payment. The Estate Manager or his or her designee may approve exceptions to the above policy. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 187 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Relocation of Current or New Employees Alternate Policy 2 - 5070.2 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will pay for all reasonable and necessary moving expenses for any new or current exempt employee required by the estate and company to transfer his or her full time work location. The new work location must be beyond a reasonable commuting distance from his or her present residence. A reasonable commuting distance is defined as 50 miles or less, one way. An employee who receives estate and company relocation expenses is expected to remain with the estate and company for at least one year. The following summarize our estate and company’s requirements and conditions in the relocation of new or current employees: 1. The employee and his or her supervisor/manager will identify all major costs that the employee will incur as a result of the move. An estimated total dollar relocation figure will be arrived at and a relocation request will be prepared. 2. The employee, his or her supervisor/manager, and a representative from the accounting department will review the relocation plan and prepare the estate and company “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 188 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia reimbursement statement. The statement will be submitted to the Estate Manager for final approval. 3. Upon receipt of final approval, the Accounting Department will request estimates from two reputable and licensed carriers and select the carrier to move the employee’s household goods. A copy of the carrier’s estimate will be given to the employee. 4. The Accounting Department will review the estimate in relation to the approved reimbursement statement and process the expenditure. Any discrepancies must be accounted for and approved before processing for payment. A similar procedure will be followed for any changes to the reimbursement statement. The estate and company will comply with IRS regulations and provide the employee with the necessary information on the taxable status of the relocation. 5. Transportation for personal and family relocation may be by private vehicle or by public transportation. d. Private automobile — Employee will be reimbursed at the current estate and company approved mileage rate. Mileage allowance will be based on the most direct route between point of residence and new work location. Reimbursement will be limited to one family vehicle. e. Public transportation — If the employee chooses air travel, only coach or tourist class is authorized. If not available, the employee’s supervisor/manager may authorize first class. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 189 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 6. Authorized travel in addition to actual move — One, three-day, pre-move trip to the new work location for house-hunting by the employee and spouse or friend may be approved by employee’s manager in advance. 7. Miscellaneous expenses — The employee will be reimbursed $300 for miscellaneous [non-receipted] relocation expenses. 8. Subsistence — Reasonable food and lodging expenses of employee and his or her family are authorized. A receipt must support all requested reimbursements. 9. Household goods — All costs of packing, unpacking, insuring, and shipping household goods are authorized in accordance with the approved carrier’s estimate. The employee assumes full responsibility for any claims against the carrier arising from the move. 10.Shipment of a vehicle — Approval must be requested in advance with initial relocation plan. 11.Reimbursement — Following relocation, the employee assumes responsibility for providing all necessary documentation for relocation expenditures to expedite payment of all costs. Should an employee voluntarily terminate his or her employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home within one year of relocation, the employee will refund to the estate and company a pro rata share of the total relocation expenses paid based “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 190 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia on the difference between the number of days that the employee worked after relocation and 365. An agreement to this effect shall be signed by the employee and attached to the estate and company reimbursement statement before final approval. The agreement will also authorize the estate and company to deduct the pro rata share of relocation expenses from the employee’s final paycheck. If any amount remains owing to the estate and company, the employee shall pay this amount to the estate and company before termination is completed or make other arrangements for payment [a promissory note]. Temporary Assignment Allowance 5080 Alternate Policy 1 - 5080.1 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will provide specified reimbursement for travel, reasonable accommodations, and other miscellaneous expenses to employees who are requested to take a business assignment that is beyond reasonable commuting distance and more than three but less than twelve months in duration. Approval of temporary assignment allowances must be requested in advance and require the approval of the employee’s supervisor/manager and the vice president. An expense allowance “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 191 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia budget, prepared jointly by employee and supervisor/manager, will accompany the request. Reimbursable expenses include the following when circumstances require them: 1. Coach class air travel for the employee; 2. Shipment of up to a certain number of pounds of personal or household goods, determined at contract signing and on a year to year basis when contract renewal comes up; 3. Home maintenance costs [grass cutting, snow shoveling, security service]; 4. Housing expense at the new location, including full rent and utilities; 5. Leased car; 6. One, three-day trip to locate a temporary residence; 7. One round-trip, coach class, air fare every 26 weeks to visit immediate family at the employee’s permanent residence or for a spouse or friend to visit the employee. If the employee chooses to travel using his or her personal vehicle, mileage will be reimbursed at the estate and company’s current rate. 8. Personal vehicle mileage will also be reimbursed for all trips between the employee’s temporary residence and temporary work assignment in lieu of leased car. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 192 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia All reimbursable or charged expenses should be submitted monthly on an estate and company expense report to the Accounting Department for processing and payment. Reimbursement will be made for all items listed in the approved expense allowance budget. The employee may submit other reimbursement requests to his or her manager for review and approval. Approval of the Estate Manager is required for all non-budgeted requests in excess of $100. The employee may also request an advance of expenses of up to one month’s budgeted expenses prior to travel. Temporary Assignment Allowance Alternate Policy 2 - 5080.2 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. This policy defines the expense allowance applicable when estate and company employees are asked to accept a temporary assignment. A temporary assignment is defined as one for which the employee would have to travel on a continuous basis [e.g., daily] more than 50 miles one way from his or her present residence for a period of more than 30 days and less than one year. The employee and his or her supervisor/manager will develop a temporary assignment budget, projecting allowable employee expenses. The Estate Manager will approve the budget. The estate and company will reimburse the following expenses: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 193 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 1. Meal Allowance — The Estate and company will provide a daily meal allowance to be negotiated and in writing. 2. Vehicle — a. Personal. The estate and company will reimburse mileage by personal vehicle to the temporary work location at the established estate and company mileage rate. After arrival, no mileage reimbursement will be allowed until the final return trip. b. Rental. The estate and company may provide a rented or leased car. The employee will be expected to reimburse the estate and company for any personal use of the leased or rented car. 1. Air travel — The employee will be reimbursed for round-trip, coach class airfare to the assigned temporary work location. The employee will be granted one round-trip, the employee or one family member-visiting employee [may use coach class, airfare to and from the employee’s permanent residence for every one month of continuous temporary assignment]. This assumes that the employee has not driven his or her personal vehicle to the temporary location. 2. Temporary residence — The Estate and company will reimburse for up to 30 days’ lodging in a hotel or motel. For temporary assignments known to exceed 30 days, the employee will be expected to seek a furnished apartment or negotiate reasonable, long-term rates at a hotel/motel. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 194 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 3. Temporary assignment expenses — Additional, reasonable temporary assignment expenses will be approved by the employee’s supervisor/ manager on basis of actual and necessary expenses related to the particular assignment. Expenses to be considered include, but are not limited to, telephone calls, business conferences, supplies, laundry, and postage. Expense reports are to be submitted to the Accounting Department at the end of each workweek. Receipts are required for lodging expenditures, car rental, air travel [submit the duplicate ticket receipt], and additional expenses approved per Paragraph 5 above. Reimbursement will be made within 5 working days of receipt of the report. Educational Assistance 5090 Alternate Policy 1 - 5090.1 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. To encourage the personal development of our employees, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides $4,000.00 USD of tuition cost and laboratory fees to regular full time employees with at least one full year of continuous service who successfully complete approved courses. The employee and his or her supervisor/manager must agree that the achievement of the employee’s career goals will require that the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 195 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia employees participate in courses or training not provided by the estate and company. The employee must submit a request for tuition reimbursement to his or her supervisor/manager at least five days before the course begins. The supervisor/manager who recommends approval of courses for tuition reimbursement will forward the request to the Estate Manager for final approval. The employee will be informed of the department’s approval. Tuition aid may be approved for any course or training at an accredited college, university, or other institution of higher learning. Correspondence courses normally won’t qualify for tuition aid. Supervisors/managers are authorized to adjust the employee’s work schedule when the course is given only during estate and company time. The employee is expected to make up any time off with pay. Employees are required to submit copies of grade reports or other evidence of satisfactory completion to the Estate Manager as proof of successful completion within 30 days after completing the course. Upon receipt of evidence of payment of tuition and proof of successful completion of the course or training, the Estate Manager will forward the approved request and documentation to the Accounting Department for payment. The employee will receive reimbursement based on these policies and approval from the Estate Manager. Employees failing to successfully complete courses or training will not be eligible for reimbursement. If an employee voluntarily terminates “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 196 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia his or her employment within one year following reimbursement for educational assistance, the employee will refund a pro rata share of the total educational assistance expenses paid based on the difference between the number of days that the employee worked after reimbursement and 365. An agreement to this effect shall be signed by the employee and attached to the estate and company reimbursement statement before final approval. The agreement will also authorize the estate and company to deduct the pro rata share of educational assistance expenses from the employee’s final paycheck. If any amount remains owing to the estate and company, the employee shall pay this amount to the estate and company before termination is completed or make other arrangements for payment, such as a promissory note. Educational Assistance Alternate Policy 2 - 5090.2 Mr. Mongiello will inform you of which policy applies to you and this will be noted in your contract, from year to year negotiations. Educational assistance is available to all full time employees beginning on the date of hire. The decision to provide this monetary assistance is based upon your supervisor’s/manager’s recommendation. Courses must be attended on the designated premises of the sponsoring institution. Exceptions to this policy are courses offered by “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 197 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia television. Courses qualifying for financial assistance are those directly related to the employee’s present assignment or directly related to the employee’s job family [knowledge that will be used within a reasonable length of time]. Educational assistance approval must be received in advance. The employee and his or her supervisor/manager will jointly prepare an educational assistance request. The request will include the course description; dates of enrollment; time off, if necessary; and the costs of tuition, registration fees, required textbooks, and laboratory fees. The Estate Manager who will forward the request to the Accounting Department makes final approval. Within 30 days of completion of the course, the employee must submit documents to the Accounting Department indicating that the course was satisfactorily completed, the grade received, if any, and original receipts for all approved expenses. For all graded courses, a minimum grade of “C” or its equivalent is required for reimbursement. No reimbursement will be made for incomplete coursework. If a course is available on either estate or company time or personal time, the employee is expected to use his or her personal time. Use or non-use of estate and company time for class attendance is one of the determining factors in computing reimbursement. The percentage of normal reimbursement for approved expenses will be according to the following: 100% — Non-use of estate and company time; 75% — combination of estate and company time and employee personal “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 198 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia time; 50% — total use of estate and company time. Normally, the use of estate and company time will be unpaid time off. An employee on formal probation is not eligible for educational assistance. Should an employee voluntarily terminate his or her employment within one year following reimbursement for educational assistance, the employee will refund a pro rata share of the total educational assistance expenses paid based on the difference between the number of days that the employee worked after reimbursement and 365. An agreement to this effect shall be signed by the employee and attached to the estate and company reimbursement statement before final approval. The agreement will also authorize the estate and company to deduct the pro rata share of educational assistance expenses from the employee’s final paycheck. If any amount remains owing to the estate and company, the employee shall pay this amount to the estate and company before termination is completed or make other arrangements for payment, such as a promissory note. Required Management Approval 5100 All travel expense requests, mileage or subsistence expense reports, purchase requisitions, educational assistance reimbursements, and other business-related expense reports must be approved by the employee’s supervisor/manager before the request will be processed for payment by the Accounting Department. Where a projected “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 199 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia expense allowance budget was prepared for relocation of employees or temporary assignment, the Estate Manager should submit the request to the Accounting Department following its approval. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home managers might only approve expenditures that are business-related, reasonable, and consistent with the letter and intent of estate and company policies. Occasionally, a policy will not cover a specific expenditure. Similarly, the facts and circumstances relating to a particular item or expense may justify an exception to the letter of a policy. In these events, a supervisor/manager should consult with the Accounting Department for guidance. Among the factors to be considered in resolving such issues are: 2. The intent or purpose of the policy; 3. The particular facts or circumstances surrounding the expense; 4. The necessity for the expense; 5. The amount involved; and 6. Previous similar situations: Employees who incur expenses, or charge expenses to the estate and company, without prior approval does so at their own risk. Employees are invited to seek prior approval from management in questionable situations. Child Care The Royal Kingdom of Saudi Arabia owned “Hale Koa” home recognizes that due to childcare limitations and emergencies, there “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 200 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia are circumstances when children of employees should be allowed on the premises during business hours. Children, as with any other visitor, can present safety risks to the estate and company. To minimize these risks, we ask that our employees agree to the following when their children are on the premises: 1. Obtain prior approval from their department manager. 2. Ensure that their children enter and exit through the main entrance to the building. 3. Ensure that their children sign in and out with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home receptionist. 4. Ensure that their children do not enter restricted highly trafficked areas without prior approval of the department manager in case of an emergency. 5. Ensure that their children remain in the break room area, except when they are in the restrooms. The children need to refrain from making excess noise, running around and wond3ering in the lobby and office areas. (It is suggested that parents have their children bring something to read or provide some other quiet activity while they are waiting.) 6. Ensure that their children do not use the estate and company telephone. 7. Ensure that the break room area is clean when the children leave. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 201 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia It is important that employees who take advantage of having their children visit the premises during work hours agree and follow these rules. By doing so, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home would be able to continue this privilege for our working parents. The Kingdom will assist with childcare funds at the rate of $50.00 per child, per week on an unlimited basis. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 202 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Miscellaneous Policies Announcement of New Positions 6010 The availability of all job openings will be announced for five working days within the organization prior to outside recruitment for any position. The job requisition giving job title, class, department, job functions, and qualifications will be posted on all estate and company bulletin boards. All applicants must have at least 12 weeks experience in their current position prior to applying for another estate and company position. Employees may have only one application in process within the estate and company at any one time. Confidentiality of Estate and company Information 6020 It is the responsibility of all the Royal Kingdom of Saudi Arabia owned “Hale Koa” home employees to safeguard sensitive estate and company information. The nature of our employer, the Royal Family, the country of Saudi Arabia and well being of our estate is dependent upon protecting and maintaining proprietary estate and company information. Continued employment with the estate and company is contingent upon compliance with this policy. Each estate and company supervisor/manager bears the responsibility for the orientation and training of his or her employees to ensure enforcement of estate and company confidentiality. Sensitive estate and company information is defined as family, guest, customer or “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 203 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia country secrets or confidential information relating to products, processes, private family information, know-how, guests, customers, designs, drawings, formulas, test data, security systems, the underground bunker, accounting, salary information, house plans and development strategies for the entertainment of guests, negotiations and contracts, patterns of movement by all means of transportation, eating habits and diets, shopping patterns and where we shop or buy food for ingestion, flowers, inventions, and discoveries. All such information shall be appropriately marked CONFIDENTIAL and verbally identified to each employee. When such information is transferred from one employee to another, the transferor must do all of the following: 1. Determine that the transfer is necessary and in the interest of regular estate and company business; 2. Determine that the transferee has a need to know the information and has the necessary clearance. Just because you have the clearance to see something does not mean you have the need to know about it – question the need to know on a regular basis – why must this person know this…; 3. Ensure that all cover sheets or markings which identify the information as proprietary, or classified, are conspicuous; 4. Give the information directly to the transferee and verbally identify the proprietary or classified information as such. Do not give it to a “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 204 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia non-cleared employee, such as a secretary or office colleague, and do not leave it on the transferee’s desk unattended. Lock up everything from computer screens to safes when leaving your desk area. Change passwords frequently under control of the Data Protection Officer at Hale Koa. Visitors to estate and company premises must register at the receptionist’s desk, be issued a visitor’s card, and return the card at the conclusion of their visit. All employees are asked to sign the following statement at the time of employment: “In consideration of my employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, I will be exposed to information and materials which are confidential and proprietary and of vital importance to the economic well-being of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. I will not at any time disclose or use, either during or subsequent to my employment, any information, knowledge, or data which I receive or develop during my employment which is considered proprietary by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home or which relates to the trade secrets of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. I further agree that upon termination of my employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, I shall promptly return any and all documents containing the above “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 205 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia information, knowledge or data, or relating thereto, to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. This agreement shall be binding upon my successors, heirs, assigns, and personal representatives and shall be for the benefit of the successors and assigns of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. In the event that a dispute arises concerning this agreement and a lawsuit is filed, the prevailing party shall be entitled to reasonable attorney’s fees and costs. I acknowledge that the proprietary information are created at substantial cost and expense to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home and that unauthorized use or disclosure would cause irreparable injury to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. I hereby consent to the order of an immediate injunction, without bond, from any court of competent jurisdiction, enjoining and restraining me from violating or threatening to violate this provision. I understand that my continued employment with the Royal Kingdom of Saudi Arabia owned “Hale Koa” home is contingent upon my compliance with this agreement.” ___________________________________________________________ Employee’s Signature “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 206 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Confidentiality of Estate and company Information — e-mail Estate and company computers and e-mail system are estate and company property and should be used solely for estate and company purposes. Excessive personal use of estate and company computers or e-mail system is prohibited. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home reserves the right to access the e-mail system from time to time without notice. Employees acknowledge that the e-mail system is not considered private and that by using the system, employees consent to the estate and company’s access to it or monitoring of web sites and email used. To facilitate access, those passwords or security devices known and approved by an employee’s supervisor/manager restrict the use of passwords or other security devices by any employee. Employee Orientation All new employees will participate in an orientation meeting within one month of their hire date and actually starting on the first day of work at Hale Koa. No employee will be permitted to work without attending, AT ALL. The orientation is designed to acquaint the new employee with the estate and company and its safety, security and home policies. Supervisors/managers will be responsible for ensuring “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 207 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia the attendance of new employees at the estate and company orientation sessions. On the first day of employment, the employee’s supervisor/manager is responsible for assisting the employee in completing all check-in and benefit enrollment procedures with the personnel and accounting departments. In addition, the supervisor/manager will ensure that the new employee receives an introduction within the estate and company and is provided with in-depth information regarding his or her specific role and responsibilities within his or her department. All new employees will be provided with an orientation briefing, which will be held during their entire “O’Hana” first week of employment with the estate and company. Mahalo Nui Loa. The employee orientation goals are: 1. To establish good employee-employer communication; 2. To reduce the anxieties of a new environment and new responsibilities; 3. To build teamwork spirit; 4. To inform the employee of the estate and company’s achievements; 5. To provide the employee with information about the estate and company benefit package and to explain the participation eligibility dates for the various plans available; “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 208 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 6. To assist the employee in leaving the assigned job and the skills required for efficient job performance. New Employee Orientation Checklist Orientation As a new employer, we would like to acquaint you with our policies and benefit programs in order that your employment with us will be as rewarding as possible. All employees, upon joining the staff at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home would be asked to participate in an orientation. A representative from the Administrative and Information Department will conduct the orientation. The following checklist will serve as a guide to the orientation. I. Issuance of Estate and company Property Item Received A. Hale Koa Estate Policy Manual B. Equipment Manuals 1. ___________________________ 2. ___________________________ 3. ___________________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 209 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia C. Building Keys that are needed D. SOS Alarm ID Card E. Other: 1. ___________________________ 2. ___________________________ 3. ___________________________ II. Review of Estate and life at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home and paradise: Topic Discussed a. Classification ____________________ b. Overview of Personnel Benefit Program ____________________ c. Use of Time Sheet [& Time Clock if applicable] _________________ d. Overtime Policy ____________________ e. Payday, Direct Deposit, and Pay Stub Info ____________________ f. Use of Kitchen and Lunch Wagon Schedule ____________________ g. Meal and Rest Period/Smoking Policy ____________________ h. Food and Office Area or Work Station ____________________ i. Calling Supervisor when Late or Absent ____________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 210 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia j. Use of Telephone ____________________ k. Parking ____________________ l. Workers’ Compensation ____________________ m. Department Organization Structure at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home ____________________ n. Introductions ____________________ o. Dress Code ____________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 211 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Inventions and Patents This section pertains in particular to the fruit and horticulture areas of the estate and current exploration of Prince Abdullah in the cross breeding of many plants. However, it is an all-encompassing policy for the home. All inventions conceived or developed by any employee of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home during the term of his or her employment shall remain the property of the employee. However, as to all such inventions with respect to which the equipment, supplies, facilities, or trade secret information of the estate was used, or that relate to the business of the estate and company, or to actual or demonstrably anticipated estate and company research and development, or that result from any work performed by the employee for the estate and company, the estate and company shall have a perpetual, royalty-free license to make, use, and sell products embodying such inventions or produced by means of such inventions. The license shall be exclusive as long as the employee continues to be employed by the estate and company and for a period of [add length of time] following termination of employment for any reason, and shall be nonexclusive thereafter. When appropriate, this license shall be evidenced by written instruments that protect the parties’ respective rights in such inventions. Each party agrees to execute such instruments on request of the other. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 212 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Conflict of Interest 6050 No employee of the Royal Kingdom of Saudi Arabia owned “Hale Koa” home shall maintain an outside business or financial interest, or engage in any outside business or financial activity, whether as an officer, director, shareholder [other than the holder of less than 5 percent of a publicly-traded estate and company], partner or otherwise, which conflicts with the interests of the Royal family, estate and company, or which interferes with his or her ability to fully perform job responsibilities. For example, and not by limitation, if your job responsibilities include purchasing, or you are in a position to influence such purchases, you should have no proprietary or financial interest in any business that furnishes products, materials, or services to the estate and company or in any related transaction. Nor may you benefit directly or indirectly from a third party who furnishes products, materials, or services to the estate and company. Violation of this policy will result in immediate dismissal. Grievance Procedure The Royal Kingdom of Saudi Arabia owned “Hale Koa” home recognizes the value of a grievance procedure that provides for the timely review of employee grievances in a fair yet workable manner. A grievance is considered to be any dispute between an employee “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 213 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia and the estate and company, which impacts on an employee’s ability to perform his or her job. Although purely personal matters between employees would not ordinarily give rise to a grievance subject to this grievance procedure, any matter that adversely affects an employee’s ability to perform his or her job could be the subject of a grievance. Use good individual judgement, Aloha and common sense as your guide. The grievance procedure being utilized encourages the informal resolution of grievances at several stages. Informal resolution can be obtained through department supervisors/managers or a member of the grievance review team assigned to that particular grievance. More formal review can be obtained from the grievance review team whose names will be posted on the estate and company bulletin board or a management review team consisting of Estate Manager and Estate Manager. The attached grievance form will serve as the appropriate form for submitting a grievance. You may attach any additional information that you feel necessary to fully state your grievance. The following guidelines shall be applicable to all phases of the grievance process. All employees should endeavor to create a work environment that encourages an employee to discuss a grievance. The atmosphere created should be free from interference, coercion, restraint, and discrimination. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 214 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia a. All employees shall cooperate fully with the grievance review team and the management team. b. Grievances should not be discussed openly throughout the estate and company. Interviews and investigations should be conducted in as private a setting as possible. c. A grievance may be withdrawn at any time prior to the issuance of a written report by the grievance review team or management team. d. Specified time limits are exclusive of Saturdays, Sundays, and holidays. Grievance Procedure a. Step 1 . To encourage informal resolution; an employee should bring his or her grievance to the attention of his or her supervisor/manager. No written grievance form would need to be completed. The supervisor/manager and employee would discuss the grievance and determine a plan to resolve it. The supervisor/manager and employee will then implement the plan. The grievance should be raised within 30 days following the events or circumstances giving rise to it, and the employee and his or her supervisor/manager shall endeavor to resolve it within 5 days thereafter. b. Step 2 . If Step 1 is not successful or if the grievance is against am employee’s supervisor/manager, an employee shall submit “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 215 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia written grievance to one of the grievance review team members whose names are posted on the estate and company bulletin board. The grievance should be submitted within 35 days following the conduct that led to the grievance. c. Step 3 . The grievance review team will assign the grievance to one of its members for review. The assigned team member will also seek an informal resolution to the grievance, and may conduct such investigations as necessary. Including discussions with the person submitting the grievance, the persons against whom the grievance is submitted and any other employees who have personal knowledge of any matters related to the grievance. If an informal resolution is achieved, the assigned team member shall prepare a brief written statement setting forth the resolution. The statement shall be signed by the person submitting the grievance and the person or persons against whom the grievance was directed. Copies shall be given to each of these persons. The grievance review team shall retain one copy. Efforts to resolve the grievance under Step 3 should be concluded within 10 days following the submission of the written grievance. d. Step 4 . If no informal resolution is reached, the assigned team member will, at the written request of the employee submitting the grievance; convene the grievance review team for the purpose of reviewing the grievance. The employee’s request should be made within 5 days following the conclusion of Step 3 activities by giving the assigned team member a signed writing that states, “Please “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 216 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia convene the grievance team.” The grievance review team will review the grievance form filed and consider any information obtained by the assigned team member. The grievance review team can conduct additional investigations if it chooses, but it is not obligated to do so. The grievance review team shall prepare a brief written report setting forth its recommendation for grievance resolution within 10 days following the employee’s request. The recommendation shall be distributed to the party filing the grievance and the party against whom the grievance was directed. The grievance review team shall retain a copy of the report. e. In the event that the grievance is against a member of the grievance review team, the grievance should be submitted initially to either of the remaining two grievance members. The two remaining members will select a third person to serve on the grievance review team for the purpose of that grievance. Step 5. Either the employee filing the grievance or the employee against whom the grievance has been filed may appeal the recommendation of the grievance review team to the management team consisting of the Estate Manager, Estate Manager, and Estate Manager. To initiate this process, the employee must provide written notice of his or her intention to pursue a Step 5 appeal, and submit the written notice to the assigned team member of the grievance review team within 5 days “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 217 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia following the conclusion of the issuance of the Step 4 process. The written notice need only contain the statement, “I intend to pursue a Step 5 appeal.” If the grievance was originally filed against a member or members of the management team, the remaining member or members of the management team shall review the appeal. The management team shall review the original grievance and discuss the grievance with the employee submitting the grievance, the person against whom the grievance was directed, and the assigned team member. The management team may conduct such other investigation as it may choose. The management team will issue its recommendation within 10 days following the notice of appeal. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 218 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Grievance Form ___________________________________________________________ Name of Employee Department Date of this Report State your grievance in detail, including the date of act[s] or omissions causing grievance: ___________________________________ ___________________________________________________________ ___________________________________________________________ Identify other employees with personal knowledge of your grievance: ____ ___________________________________________________________ Briefly state your efforts to resolve this grievance: ___________________ ___________________________________________________________ Describe the remedy or solution you would like: _____________________ ___________________________________________________________ Employee’s Signature: __________________ Date: _________________ Step 3 Date Received: _______________ Actions Taken: _________________ Disposition: _________________________________________________ ___________________________________________________________ Accepted ____________________ Appealed _____________________ “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 219 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ___________________________________________________________ Assigned Team Member Date Communicated Step 4 Date Received: _______________ Actions Taken: _________________ Disposition: _________________________________________________ ___________________________________________________________ Accepted ____________________ Appealed _____________________ ___________________________________________________________ Grievance Review Team Date Communicated Step 5 Date Received: _______________ Actions Taken: _________________ Disposition: _________________________________________________ ___________________________________________________________ Accepted ____________________ Appealed _____________________ ___________________________________________________________ Management Team Date Communicated “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 220 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Gratuities to Government Employees or Officials In adherence to government regulations, no employee may offer a gratuity to any government employee or official on behalf of, or in pursuance of, THE ROYAL KINGDOM OF SAUDI ARABIA OWNED “HALE KOA” HOME business. Gratuities are defined as meals, drinks, gifts, expenses, cash, or any other item of value, including personal service. An offer to provide, or the actual provision of, any form of gratuity to a government employee or official will constitute grounds for immediate termination. Gratuities to Customer or Supplier Representatives 6080 This policy establishes the ethical conduct to be maintained by employees in relationships with customers and suppliers. As an employee, you may not receive, give, pay, promise, or offer to our guests and customers anything of value whether cash or any other property for the purpose of securing or appearing to secure preferential treatment. This also includes any form of gratuity to or from employees of our customers or members of their families. In the case of a tip given from a famous guest - then accept it, report it and put it into the Hale Koa “Sick Bank.” Do not insult a guest by arguing with them and refusing to take a gift. Some of our famous guests, like Mr. Don Ho, enjoy pressing crisp $100.00 dollar bills into our staff’s palms. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 221 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia You may accept gifts, from vendors, that are freely available to the rest of the world such as frequent flyer miles, pens, pastries, a cup of coffee, calendars and other general items. As long as it is available to the rest of the public on a regular basis, like a buy one get one free movie rental – then you can accept it. In cases of question, report the occurrence within 24 hours or on the next business day. In some cases of sentimental value, Mr. Mongiello will recommend a decision, to the Prince. The Prince will hand down his mandate and decision, thereafter. Violation of this policy in any form will require immediate disciplinary action. Gratuities to Customer Sample Letter Dear Valued Supplier: “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 222 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia As the holiday season approaches, we, at the Royal Kingdom of Saudi Arabia owned “Hale Koa” home wish to express our appreciation for the support and valuable products and services provided by our suppliers this past year. We are proud of our association and believe ethical behavior has been our hallmark and must continue to guide all of our business activities. We would like to reconfirm our Gift and Gratuity Policy as the holiday’s approach. Saudi Arabian society does not promote alcohol. Therefore, please feel no need to send us any gift of liquor or liqueur. Likewise, there is no need to provide us with any form of gift or for our employees. Please make every effort to comply with these policies so that our relationship may continue unhindered. Thank you for your help in this matter. Sincerely, Supervisors name here SUPERVISOR OF GARDENING, OR APPLICABLE DEPARTMENT HERE Political Activities 6090 In recognition of its responsibilities as a business citizen, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home encourages its employees to accept the personal responsibility of good citizenship, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 223 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia including participation in civic and political activities, in accordance with their interests and abilities. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home accepts without reservation the basic democratic principle that all employees are free to make their own individual decisions in civic and political matters. Therefore, no employee’s status with the estate and company will be affected, in any way, whatsoever, because of participation or non-participation in lawful civic and political activities. Participation in civic and political activities is considered to be a personal matter and, as such, is generally to be carried on outside of normal working hours. No political activities or solicitations will be carried on within estate and company premises. Political activities are defined for purposes of this policy as activities in support of any partisan political issue or activities in support of. Or in concert with, any individual candidate for political office, or a political party, which seek to influence the election of candidates to federal, state, or local offices. The definition includes employees who are or may be candidates for political office. The estate and company reserves the right to deny time off for political activity where the activities, in the opinion of the estate and company, would unduly interfere with the employee’s fulfillment of any obligations to the estate and company. When an employee’s full time is required for political activity, however, a leave of absence without pay may be granted [refer to Section 4050]. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 224 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Employee Privacy 6100 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home recognizes our employees’ rights to privacy. In achieving this goal, the estate and company adopts these basic principles: 1. The collection of employee information will be limited to that which does the estate and company for business and legal purposes need. 2. The confidentiality of all personal information in our records will be protected. 3. All in-house employees involved in record keeping will be required to adhere to these policies and practices. Violations of this policy will result in disciplinary action. 4. Internal access to employee records will be limited to those employees having an authorized, business-related need-to-know. Access may also be given to third parties, including government agencies, pursuant to court order or subpoena. 5. The estate and company will refuse to release personal information to outside sources without the employee’s written approval, unless legally required to do so. 6. Employees are permitted to see the personal information maintained about them in the estate and company records. They may correct inaccurate factual information or submit written “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 225 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia comments in disagreement with any material contained in their estate and company records. Authorization to Provide Information Note: The following form is used to obtain information about a prospective employee. I, authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to conduct a complete background investigation in order to assess my eligibility for a position requiring a high level of reliability and trustworthiness. I authorize all persons who may have information relevant to this investigation including, without limitation, prior employers, doctors, landlords, creditors and others to disclose it [including photocopies where requested] to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home or their agents. I hereby release and hold “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 226 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia harmless from liability all persons on account of such disclosure. I understand that the investigation may include verification of past employment, review of personnel records maintained by any prior employer, education, and opinions of references. This authorization shall be valid for a period of time not to exceed one year following the date indicated below or until employment is terminated, whichever occurs first. The release and hold harmless contained herein shall remain in full force and effect with respect to all disclosures provided within this time period. I authorize that a photocopy of my signature below may be used to obtain information regarding the investigation. _____________________________________________________________________ Employee’s Signature __________________________________ Social Security Number “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 227 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Consent to Release Information I, authorize the Royal Kingdom of Saudi Arabia owned “Hale Koa” home to release information to prospective employers of mine that identify themselves to you as such. This authorization is unconditional and permits disclosure of the complete content of my personnel file. I acknowledge that I have had the opportunity to review my personnel file and receive copies of information contained in it. I hereby release and agree to hold harmless the Royal Kingdom of Saudi Arabia owned “Hale Koa” home, its directors, officers, shareholders, employees, successors and assigns from any and all claims, cost, liability or expense, of any kind or nature whatsoever. Including, without limitation, reasonable attorney fees, arising out of or resulting from the release of information respecting the undersigned by the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. This authorization shall permit the release and disclosure of information for a period of 90 days following the date indicated below. The release and hold harmless shall remain in full force and effect with respect to all disclosures made within this time period. Employee’s Signature __________________________________ Social Security Number “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 228 of 286 Date Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Telephone Personal calls of short duration, i.e., two to three minutes, may be received and made at your desk or workstation. No long distance calls will be tolerated unless prior permission to make such a call is received from a supervisor/manager, and the necessity is apparent, e.g., an emergency. Personal telephone call privileges are subject to change or termination at any time. For instance, and not to be limiting, if the estate and company telephone lines become overloaded with calls or an employee is found spending more than just limited time on personal calls, this privilege will be revoked either generally or specifically as to the offending employee. Dress Code 6120 Employee dress should be neat in appearance and in a manner consistent with a professional atmosphere. The impression made on guests, customers, visitors, and other employees and the need to promote estate and company and employee safety should be kept in mind. Please refer to the posters, around the work areas of the estate for diagrams and photographs of various positions and how they should dress. Good individual judgment is the best guideline. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 229 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Kitchen — Break Room 6130 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home provides a kitchen–break room for the benefit of its employees. Employees shall be responsible for the general clean up of the area, including the washing of personal dishes and utensils. All trash should be disposed of in the trash container. Any empty aluminum cans or glass bottles shall be disposed of in the trash container marked “Aluminum Cans Only” or “Glass Bottles Only,” whichever is applicable. Employee Recognition 6140 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home believes that the good efforts of its employees are to be encouraged and rewarded. This can come in many different forms. To that end, the estate and company will recognize the faithful service of its employees by providing recognition of service plaques to all five-year employees. Also, the opportunity to select a gift from a selection of gifts chosen by the estate and company for employees with at least ten years of continuous service and at five-year intervals from and after the tenth anniversary. The estate and company encourages the involvement of its employees in cultural, social, service, and recreational activities during their non-work hours. The Royal Kingdom of Saudi Arabia owned “Hale Koa” home will be happy to recognize individual honors “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 230 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia and achievements in these areas as well by reporting such items in the estate and company newsletter or posting results on the estate and company bulletin board. Promptly notify your supervisor/manager of any such honors or achievements. Customers and Guests 6150 It is estate and company policy to provide its customers and guests with the best possible service in a courteous and thoughtful manner at all times. The customer comes first and should be treated in the same manner that you would want to be treated. Visitors 6160 Non-customer visitors present safety and security risks to the estate and company. To minimize these risks, visitors are not allowed on estate and company property without prior written approval of Estate Manager or in the case of emergency. Visitors may drop off employees at the beginning of a work shift or pick up employees at the end as long as the drop-off/pick-up occurs within designated areas. Law enforcement or government officials, including health or fire inspectors, shall be directed immediately to Estate Manager, who shall determine proper governmental authority, review court orders or subpoenas, and assist the law enforcement or “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 231 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia government officials in a manner which provides full cooperation with minimal disruption to estate and company operations. Recreational Activities–Sponsorships 6170 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home recognizes that recreational, social, community service, and cultural activities during non-working hours are beneficial to the estate and company, its employees, their families, and our community. Employees are encouraged to participate in such activities but are under no obligation to do so. Estate and company financial assistance for equipment, supplies, fees, and similar expenses may be made on a case-by-case basis. Requests for such assistance shall be made to Estate Manager and such requests shall describe the activity in detail, including specific information respecting the use of the assistance provided. Employees are solely responsible for their safety and well being while traveling to or from or participating in the activity. The estate and company will also consider reasonable requests for financial assistance or sponsorships of youth recreational teams or community organizations on a case-by-case basis. Any such requests shall provide the same detailed information as required in the preceding paragraph and shall be directed to Estate Manager. Under no circumstances does the estate and company assume any liability or responsibility for personal injuries or property damage that “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 232 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia might occur during or arise out of the activity for which financial assistance or sponsorship is provided. Any employee participation in such activity shall be voluntary. Usage of the Prince’s name is discretionary and to be in authorized, written format, only. Outside Employment 6180 Employees are expected to be working solely for the Royal Kingdom of Saudi Arabia owned “Hale Koa” home. Any outside employment should be promptly disclosed to the Estate Manager. In certain circumstances, outside employment will be approved by Mr. Mongiello, but the estate and company retains the right to review and evaluate each situation on an individual basis. Employer Security 6190 To promote a safe and healthful workplace environment for all and to protect the estate and company property, confidential, and proprietary information, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home shall require that all employees display at all times during working hours an identification badge which shall contain an employee’s photograph, gold data byte, name, department, and signature. The estate and company expressly reserves the right to search from time to time without prior warning or notice all persons and/or property of any kind or nature found upon, brought onto, or taken “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 233 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia from estate and company property including, without limitation to, lockers, desks, tool boxes, lunch boxes, duffel bags, briefcases, and similar items. The estate and company shall confiscate any and all materials or items found during a search which the estate and company reasonably and in good faith believes to violate any law or regulation, endanger estate and company or employee safety and welfare, or otherwise violates estate and company policy. Confiscated items will be surrendered to government authorities where appropriate, returned to proper owners, if necessary, or returned to the searched employee within 27 business days following the search. Avoidance of the underground complex and hidden bunker, at all times, is best for unauthorized employees. In all situations regarding the bunker – refer to Mr. Mongiello. Security or supervisory personnel conducting a search shall prepare a detailed report setting forth the time, date, and place of search; the name, address, telephone number, and job description of person[s] whose person or property has been searched; inventory of items, if any, found and confiscated; and the disposition of items confiscated. Emergency Closings 6200 Except for regularly scheduled holidays, the Royal Kingdom of Saudi Arabia owned “Hale Koa” home would be open. The estate and company recognizes that circumstances beyond its control, such as “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 234 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia inclement weather, national crisis, or other emergency, do occur. On such occasions, the estate and company may close for all or part of a regularly scheduled workday. In such event, the estate and company will endeavor to notify all supervisory personnel for the purpose of contacting employees. Employees may also contact their supervisor/manager or estate and company offices. Any closing longer than one full work shift shall be assessed against employee’s sick leave or vacation time, whichever may be applicable and, if none, the closing shall be regarded as unpaid personal leave. Parking 6210 Recognizing the need of our customers, suppliers, and visitors to have easy access to the Royal Kingdom of Saudi Arabia owned “Hale Koa” home facilities, employees may park their automobiles in spaces reserved for employee parking. Under no circumstances should any employee park in areas reserved for business parking or in any manner that might block access to estate and company facilities by any delivery vehicle or truck. The estate and company assumes no responsibility or liability for employee automobiles. Lock your cars and take your keys. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 235 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Mail and Shipping 6220 The Royal Kingdom of Saudi Arabia owned “Hale Koa” home is dependent upon an efficient and economical system of receiving and sending mail. Postage and shipping costs represent a significant part of the estate and company-operating budget. In addition, the handling and processing of mail requires the time and effort of employees. To facilitate the efficient and economical receipt and dispatch of mail, no personal use of the estate and company’s mail system shall be permitted including, without limitation, the use of estate and company stationery or envelopes, postage or postage meters for personal purposes, or the deposit of pre-stamped personal mail with estate and company mail. From time to time, employees shall be permitted to utilize the estate and company’s shipping department to arrange for the shipment of personal goods. Any personal use is subject, of course, to the availability of shipping department personnel and to the priority of business related shipments. Any costs associated with personal shipments shall be charged back to the employee and shall be promptly reimbursed by the employee to the estate and company. Maintenance Records Maintenance is not a work team operating out of a work building who “fix” things all of the time. Good maintenance means “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 236 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia “maintaining items” and this can only be done when there is a Preventative Maintenance System (PMS) in place. This reverses the cycle of repairing all of the time and focuses on prevention of injuries, break downs, ruined machinery or disabled equipage that causes severe down time to the Prince, customers, guests or Royal Family. We hold a PMS card on every single piece of equipment on this estate. From blenders in the kitchen that need to be checked for electrical safety, shorts and regular greasing to the Air Conditioning system and it cleaning, safety inspections and vent duct filters monthly replacement. Every single piece of equipment is checked on a periodic scheduled basis for electrical fraying on cords, safety, smooth operation and lubrication and more. The PMS card for that piece of equipment is always carried to the scene and used. It is forbidden to NOT get the card out and will result in termination or prosecution if disobeyed. The Hale Koa has no intention of endangering the life of anyone by a maintenance person who thinks “Gosh, I've been doing this for 36 years – I don’t need the checklist on that card.” Following is a list of common maintenance items and their normally expected life: Appliances Life Estimate in Years Dishwashers 5 to 12 Disposals 5 to 12 Washers and dryers 8 to 12 Water heaters 8 to 12 Refrigerators 15 to 20 Stoves 15 to 20 Gutters and downspouts “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 237 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Life Estimate in Years Galvanized 15 to 20 Copper Life of home if well-maintained Heating and Air Conditioning Life Estimate in Years Warm air furnace 8 to 12 Heat pumps 8 to 12 Air conditioning compressors 8 to 15 Gas chillers 8 to 15 Hot water boilers 30 to 50 Plumbing Life Estimate in Years Gas hot water heater 8 to 12 Electric hot water heater 10-15 Private disposal systems (septic) 15 to 25 Galvanized water pipes 30 to 50 Roofs Life Estimate in Years Selvage or asphalt roll 12 to 20 Wood shake and shingle 15 to 20 Asphalt 15 to 20 Fiberglass 15 to 20 Asbestos shingle 30-50 Slate 40-75 How we estimate Maintenance and Repairs © 1995 Freddie Mac. All rights reserved. Reproduced permission obtained by Martin CJ Mongiello from Freddie Mac. We estimate maintenance and repairs on a realistic schedule to avoid shortfalls, surprises and last minute breakdowns that were not planned for. Instructions follow below the schedule. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 238 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Section I. Property Information Address: Hale Koa Estate assorted buildings Style: Which building is it? Square Feet: Above Grade: Below grade (finished) Total Material: Frame (including aluminum siding) Brick Log Other Section II. Utility and Maintenance Costs Estimator A Utility/System B Gas C Electric D Oil E Other F Monthly Expenses Heat Air Hot Water Lights Water Miscellaneous expenses Gardening & Horticulture Pools, Spa, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 239 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Ponds Cleaning Horse Stables Auto fleet Cleaning Estimated monthly utility and maintenance expense Section III. Replacement Cost Estimator A B C Gas Elec Oil tric System D Repl ace men t Cost s E Life (Yea rs) F Year s Rem aini ng G Mon thly Res erve Furnaces Boilers Compressor (AC) Hot water heater Roof Plumbing (copper) Plumbing (plastic) Washers & “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 240 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Dryers Gutters Heat Pumps Refrigerator & Stove Instructions SECTION I. Property Information You should record all the information requested. You can find most, if not all, of this information. SECTION II. Utility and Maintenance Costs Estimator Column A Columns B, C, D, E Column F Estimated Monthly Utility and Maintenance Expense Identify the utilities and systems that apply. Identify type of energy used by utilities/systems that apply from Column A. Get an estimate of monthly costs for each system from present owner or local utility company. Enter the monthly estimate in the appropriate column. Add up amounts in each row and enter total amount in column F. Add all amounts in column F and enter the estimated Utility and monthly utility and maintenance expense. Example: Employee WorkHouse Kamahameha A Utility B Gas C Electric D Oil E Other F Monthly “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 241 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia System Heat $50 Air $30 Estimated monthly utility and maintenance expense Expenses $50 $30 $80 SECTION III. Replacement Costs Estimator Columns A, B, C Column D Column E Column F Column G Total Monthly Reserve Requirem ent For each system in the home, enter an X for the energy source that applies. Go to the Freddie Mac (www.freddiemac.com) Schedule of Estimated Remodeling and Replacement Costs Enter the replacement costs for each system from the Schedule of Estimated Remodeling and Repair Costs. Go to the Schedule of Normal Life and enter the estimated life for each system existing in the house. It is best to use the mid to lowlife estimates. To calculate "Years Remaining," determine the age of the system which the owner or listing can tell you. In our example below, the furnace is 7 years old. We subtracted the age (7 years) from 12 in the "Life (Years)" box in column E and entered 5 in the "Years Remaining" box in column F. (12 years - 7 years = 5 years) Multiply the figure in column F by 12 months to estimate the remaining months of life. (5 years x 12 months = 60 months) Divide column D by the number of months of remaining life. Enter the result in column G, "Monthly Reserve." ($1,000/60 months = $17) Total all the amounts entered in column G and enter the total monthly reserve in "Monthly Reserve" box, column G. ($17 + $42 = $59) Example: Employee WorkHouse Kamahameha “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 242 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia System A B C Gas Elect Oil ric D E F Replacem Life Years ent Costs (Years) Remainin g $1,000 12 5 Furnaces X Boilers Compressor X $1,500 8 3 (AC) Estimated monthly utility and maintenance expense G Monthly Reserve $17 $42 Chart of PMS Inspections and PMS Work On the following page we show our example PMS chart for Hale Koa and the Estate. The Household Manager will be responsible for filling in the chart after meetings and reviews of PMS cards with the Maintenance Staff. The Estate Manager will oversee the whole process and ensure it’s coordination is smooth. Estate PMS Schedule on all items and equipment. Household Manager will place initials in corresponding box when verified and inspected as completed on the actual PMS card, itself. Piece of equipment and PMS card number for it listed here: Kitchen dishwasher #1 00001 The Mongiello 5-month tracker JAN FEB MAR APR JUN Kitchen dishwasher #2 00002 Kitchen dishwasher #3 00003 Kitchen dishwasher #4 00004 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 243 of 286 $59 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Kitchen dishwasher #5 00005 Moulinex mixer 00006 Hobart large mixer 00007 Francais Savoir pastry roller 00008 Diamond knife sharpener 00009 Lawnmower, Briggs Stratton 00010 Water Purification King Unit 00011 The current list is over 850 items long and ensures a safe work environment. It also keeps equipment working longer and saves money by avoiding constant purchase of new items. As was previously mentioned, investigations of falsified PMS will lead to criminal or court prosecution. Likewise, delaying PMS for any reason will also be cause to trigger an investigation against employees or staff. There can be NO barriers to safety for our staff and PMS is the way to ensure that every piece of equipment is safe to use and operate. We must promote SAFETY FIRST and we must take care of each other, first. Work can always wait until later. Maintenance records are kept on file for 5 years or longer. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 244 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate Inventory Estate inventories are done in a methodical, slow and organized manner. They should not be rushed or hurried to prevent missing lost or stolen items as well as to prevent damaging items while inventorying. Items inventoried will be compared against purchases. Inventories are kept in the X-07 safe at all times. The following inventories are to be done annually with condition noted, time and date, coloration and recommendations: 1. All silverware “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 245 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 2. All silver items and platters 3. All china collections 4. All stemware and glassware 5. Artwork 6. Knick Knacks and items placed in showcases or on tables 7. Collections per the orders of the Prince 8. Maintenance equipment – small 9. Maintenance equipment – large 10. Tools or handheld tools – small – marked red 11. Tools large – powered - marked red 12. Leatherman, pocket and belt tools 13. Kitchen machinery – small and large 14. Kitchen knives 15. Kitchen garnishing cutters (oriental) 16. Kitchen garnishing handheld tools 17. Kitchen pastry items, tips and bags 18. Collars, rings and molds 19. All uniforms from all departments (visual inspection) 20. All office equipment – large 21. All office equipment – small items 22. Computer and ADP equipment - CONFIDENTIAL 23. Palm pilots, handheld devices, GSM and cell phones 24. Satellite phones - CONFIDENTIAL 25. Weapons cache and explosive devices - CONFIDENTIAL 26. Ammunition - CONFIDENTIAL “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 246 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 27. Bullet proof vests and flak jackets – CONFIDENTIAL 28. Kevlar helmets - CONFIDENTIAL 29. Night scopes, thermal and infravision – CONFIDENTIAL 30. Laser equipment - CONFIDENTIAL 31. Debugging and sweeping equipment - CONFIDENTIAL 32. White noise generators – CONFIDENTIAL ensure you do not mark the location of these items down on the inventory 33. Radios and encryption boards – CONFIDENTIAL 34. Automobile and garage testing and alignment equipment 35. Automobile repair shop tools – marked orange 36. Jewelry - CONFIDENTIAL 37. Electronic equipment, TV, stereo and library holdings Visitor Records All visitors will be logged in by security in the traditional hardbound logbook. At no time will pages ever be removed. All logs will be taken in black ink and turnover will be signed for. Identification will be checked and recorded in the log. Other Administrative Standards Prince Abdullah will supervise the management of the estate along with his wife, Princess Hissa Al-Shalan Do not speak with the younger women unless permitted to by the Princess – normally this will not occur Do not bother the Prince or Princess with too many questions as he desires to have the estate run on it’s own instead of being “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 247 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia asked questions every twenty seconds. He obtains “no thrill out of power over staff.” Therefore no one is to bother him, aside from funny thoughts, “hello” and a good joke in passing in the hallway General contracting needs are handled by the EM and budgeted for – however this is an item that will be discussed with the Prince HM, EM and Master Gardener negotiate with vendors specific to purchases and designs – pay particular attention to the Princes experiments and special projects Art appraisals and video taping handled as each new piece is purchased Videos are stored in alphabetical order Supervision of all vendors coming and going will be done by the HM or EM and coordinated with Security. In all matters, the EM will command security forces at the estate and actions. Ensure no one is eating food with their bare left hand – staff included. The Butler will always answer the door. Phones and intercoms are put on low volume when the family is in residence so as not to be a disturbance. Pay particular attention to the Crestron system. Do not be afraid to offer drinks as appropriate. Flower care weekly inside with fresh cut flowers always. The more the better they will be appreciated. The Princess is very particular about organizational style. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 248 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The family cares about people and wants them to be taken care of. Daily Graces EM and HM walks entire house and grounds daily checking security, maintenance and housekeeping needs Ensure birds are fed by housekeepers and check feed fills Before family arrives light wall sconces throughout home, put on Hawaiian music and check flowers Greet family at door with HM, EM, Butler and full staff lined up and flowing down the hallway Note cleaning and special projects that need to be cared for. Casual table service at each meal. Offer afternoon glass of wine to guests only, always. Offer tea or water to the family. Evening turn down of beds with gift chocolate, rose and Hawaiian fact card or quip card. The Prince does not speak English so ensure you utilize Arabic with him while English is fine for the Princess. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 249 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Cleaning Standards Please use only biodegradable, lemon scented cleaning products or non-scented. Ensure everything is sanitized after cleaning and that the staff knows the difference between cleaning and then sanitizing. The organizational style of the family is haphazard at present. Closets need to be organized and then helped to be kept that way. Collectibles will be inventoried during the inventory periods listed earlier in this book. Special attention can be paid to the Prince’s matchbox Mercedes and Star Wars items. The Princess has a special Barbie doll collection that needs to be dusted once a quarter. Please make all beds, triple sheeted in the European fashion – American triple sheeting is not desired. Household utilized only six months out of the year. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 250 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Daily cleaning and daily graces required. The family likes a clean feel, no strong smells of any kind other than lemon scented products. Love the smell of flowers also. Cleaning supplies are set up for each zone. Slow, careful attention-to-detail style of cleaning requires 30% more staff – please hire as needed for the extraordinary level of cleanliness required. Living room furniture to be vacuumed twice per week, silk to be brushed with horsehair brush, puddle skirts brushed, occasional professional dry cleaning, turn furniture pillows every other day and fluff down. Take extra special care of the fringe on oriental carpets as some of them are hundreds of years old. Raise nap. Be careful of warp and weft and note new damage. No vacuum beater bars on the oriental rugs. Marble floors need to be cleaned with Italian floor polish weekly. Kitchen floors are to be done with Pine Sol daily. Lampshades need to be brushed weekly. All furniture is maintained with Goddards Wax as needed, buffed by hand. Weekly, use lightly dampened cloth on furniture. The family pays attention to details, like a clean and well-ordered household. Designers handle the care of all artwork. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 251 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia A difficult home to clean, many antiques with expensive pieces of art, rugs and fabrics. “A place for everything and everything in its place.” Desire high standards to protect fine possessions. Bathrooms are cleaned with Lysol Bath and Tile and Lysol Disinfectant Spray and Marble cleaner, bathroom freshened daily including fresh paper towels, paper products and personal care needs. Task Sheet for Zone 1 1. Clean bedrooms 4, 5, porch and bathrooms– dust first, left to right around room knocking down dust lower. Allow to settle. 2. Windex windows from top to bottom. Windex light covers. 3. Dust baseboards and brush lampshades. 4. Mink hairbrush painting frames as is needed. Not daily. 5. Polish all tables or clean as needed. 6. Clean all knick-knacks and objects or polish as needed. 7. Polish legs under tables and fittings. Sanitize bathrooms. See bathroom training notes or bathroom curriculum sheets. 8. Vacuum floor and comb fringe with gentle brush. 9. Mop and wring floor. 10. Clean the movie theater – dusting from top down, left to right. Allow dust to settle. 11. Dust base boards and brush lamp sconces on walls. 12. Check and clean seats as is needed. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 252 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 13. Clean MegaPixel 1200 screen with Genair specialty brush. 14. Clean and organize all machinery then vacuum all areas. 15. Check stockage levels of all consumable and food products using clipboard accuracy charts in vending area. Inform HM of report on paper and turn in needs. Task Sheet for Zone 2 1. Clean game room and bar– dust first, left to right around room knocking down dust lower. Allow to settle. 2. Windex windows from top to bottom. Windex light covers. 3. Dust baseboards. 4. Brush lampshades. 5. Mink hairbrush painting frames as is needed. Not daily. 6. Polish all tables or clean as needed. Sanitize bathrooms. See bathroom training notes or bathroom curriculum sheets. 7. Clean all plants, statues, guns, knives, sabers, knick-knacks and objects or polish as needed. 8. Polish legs under tables and fittings. 9. Vacuum floor. 10. Comb fringe with gentle brush. 11. Mop and wring floor. 12. Check and clean furniture as is needed. 13. Clean all TV and stereo equipment. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 253 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia 14. Clean and organize all machinery behind bar. 15. Vacuum all areas. 16. Check stockage levels of all consumable and liquor products using clipboard accuracy charts in bar back area. Inform HM of report on paper and turn in needs. Task Sheet for Zone 3 1. Clean Study Area, Great Room and Kitchen – dust first, left to right around room knocking down dust lower. Allow to settle. 2. Windex windows from top to bottom. Windex light covers. 3. Dust baseboards. 4. Brush lampshades. 5. Mink hairbrush painting frames as is needed. Not daily. 6. Polish all tables or clean as needed. 7. Clean all knick-knacks and objects or polish as needed. 8. Polish legs under tables and fittings. 9. Organize libraries and put back books. 10. Sanitize kitchen counters with Lysol Anti-bacterial Kitchen cleaner. Check lights, fan blades and AC units for dust build up. 11. Vacuum floor. 12. Comb fringe with gentle brush. 13. Mop and wring floor. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 254 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Task Sheet for Zone 4 1. Clean Living Room/Study Area, Lau, Foyer, Dining Room and Porch – dust first, left to right around room knocking down dust lower. Allow to settle. 2. Windex windows from top to bottom. Windex light covers. 3. Dust baseboards and outside porch. 4. Brush lampshades. 5. Mink hairbrush painting frames as is needed. Not daily. 6. Polish all furniture or clean as needed. 7. Clean all knick-knacks and objects or polish as needed. 8. Polish legs under tables and fittings. 9. Organize magazines on tables nicely and check water cooler level – refill if needed. In Lau, check on all products levels and make written report to HM, weekly, on Tuesday. 10. Vacuum floor. 11. Comb fringe with gentle brush. 12. Mop and wring floor. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 255 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Task Sheet for Zone 5 1. Clean office area – dust first, left to right around room knocking down dust lower. Allow to settle. 2. Windex windows from top to bottom. Windex light covers. 3. Dust baseboards. Refill reefer. 4. Brush lampshades. 5. Mink hairbrush painting frames as is needed. Not daily. 6. Polish all tables or clean as needed. 7. Clean all office machinery and objects or polish as needed. 8. Polish legs under tables and fittings. 9. Organize libraries and put back books. 10. Vacuum floor. 11. Comb fringe with gentle brush. 12. Mop and wring floor. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 256 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Property and Grounds Standards Grounds and property are managed by the Master Gardener, Hisideko Ishikawa, trained by the Tokyo Royal Imperial Palace– he answers to the HM and EM and enjoys speaking Japanese – feel free to speak either Japanese or English with him – although when relating matters to the family – speak only Arabic or Japanese. MG sees his position as protection of the family from the outside world. “Take pride in accomplishing the impossible.” Would like to see some cabanas built from the ground up next year. All tools are hidden on the property. Orientation for the underground bomb/attack bunker and it’s hidden grounds features can occur ASAP. Landscaping, flowers and shrubs can be experimented with. The gatehouse is getting old and needs a PMS work-up. The MG helps develop the overall budget for the estate. The MG makes sure gates are closed. The MG supervises maintenance of the irrigation system, checks water supply and treatment and monitors monthly. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 257 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia The MG ensures garages are closed properly and locked at the end of the day. The MG oversees care of ponds, pools, fountains, the spas, water features, stone and slate inlays. The MG negotiates with all vendors pertinent to his responsibilities. The MG handles tree services, exterminator services, lawn mowers (2 weekly) and koi selection. Gardeners on Staff support the lawn, grounds, maintenance, flowers, flower beds, sweep all walks daily (front walks more often) and clean the recreation and sports area. All staff are provided with accompanying uniforms with the estate logo and Hawaiian flag as well as gloves, boots and rain gear. AVERAGE DAYS IN WINTER INCLUDE: Pool and tennis court maintenance. Care of Koi fish and outdoor lighting. Checking fences, minor plumbing, electrical, heating repairs. General cleaning, drains. Light pruning. Basement painting jobs. AVERAGE DAYS IN SUMMER INCLUDE: Spreading fertilizer, seeding and weeding. Pesticides and planting trees. Checking fences, minor plumbing, electrical, heating repairs. Full garden kept ready for show at all times. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 258 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Ready recreational/sports area and road maintenance. Maintenance Standards The Director of Maintenance (DM) man along with local craftsmen handles most small needs. Full vendor list to be developed for household care. Monitor wine rooms and caves for humidity, temperature in the bottle and temperature of rooms. All PMS is organized by the DM and submitted to the HM and EM. The Princess does not like AC in her bedroom, keeps it turned off when they are in residence. Sinks are checked for dripping faucets, toilets are flushed regularly and roach traps are checked on. Hot water system, test relief valve and replace as necessary, check pressure gage needs seasonal maintenance. Smoke and fire detection systems. Electrical system and fuse box located in bunker, underground. See detailed lighting and schematics there. Need to upgrade these drawings to a more detailed level. Monitor gas flow to gas ranges in kitchens up and down. Pool system and backwash facility located off of pool house. Check for change of light bulbs in house. Floor care and stone and slate care. Care of terraces and listings of all water shut off valves. Heavy maintenance done while family is away. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 259 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia ADDITIONAL DUTIES TO BE ACCOMPLISHED JUST PRIOR TO FAMILY’S ARRIVAL Sweep walkways. City electricity and AC in working order. Lighting with designated bulbs, phone floor plan. Music system and Smart House throughout working well. Emergency generators in working order. Entertaining Standards “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 260 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Chef, HM and EM with designated staff are requested to be available for all entertaining events. Staff are trained to serve at table; this responsibility is rotated on a regular basis. Estate lends itself to small and large personal entertaining style. Ideal for seasonal entertaining on the grounds for larger events. The Prince and Princess enjoy having friends fly in and stay for dinner, they entertain weekly. High standards of presentation and choice of style. Primarily small gatherings of family and friends. Casual elegance, invitations are done on Cranes papers and handled by the HM and EM. Formal dinners and buffet: always genuine and natural. Plated or French style service. Guests and family visit most weekends when family are in residence. Stocked refrigerators per guest records of favorites and beverages. Wine before and with dinner, well-developed wine cellar already in progress but needs inventory, labeling and categorizing – staff also needs training on extensive wines of the world and service. Silver storage is kept behind locked door. The best of everything for guests. Cooking Standards “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 261 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Household requires daily cooking, most often provided by the chef. Chef and EM travel to other homes at times. The Princess does not cook but is happy to share traditional Saudi cuisine tips with others. Chef requested to prepare meals for days off. The Prince is on the Reversal Diet and requires the EM, HM and Chef to fully understand the Ornish books, principles and full PMRI plan. Princess and Chef to approve menus for the week. EM, HM in coordination with Chef. The family has a sophisticated palate. Purchase healthy, organic foods; shop daily for freshness. Housekeepers rotate responsibility of setting table and table service. Generally plated or French service. The family generally prefers 3 or 4 course meals for lunch and dinner. Always eat breakfast in game room with place mats and napkins. Lunch and dinner in dining room with china and linens. Very conscious of how it looks on the plate. Italian cold cuts (not for Prince), smart dogs, Boca burgers, Boca pieces, coffee with each meal (not for Prince), no tap water, only filtered water. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 262 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Both kitchens need to be fully remodeled and kept within a budget of $720,000.00 USD. Include imported marbles and new computer systems for the chef with Smart Home integration. Like ice cream – Prince must eat tofu generated. Family likes desserts – ensure Prince eats Ornish items. In addition to the Ornish diet, several family members are “playing” with the Atkins diet while Prince Hassam is on the Weight Watchers program and flies in to attend meetings, locally. He weighs in first and then goes to the meeting to weigh in and get his coupons. Prince Hassam likes to join the staff on Wednesdays for the staff workout and then shower. Afterwards he has taken to shutting the house down. The Prince has mentioned that this enrages him but he tolerates it since Prince Hassam then cooks lunch for everyone, including the staff. Be ready for his Arabian needs of ingredients like Zatar, Tumeric, Olive Oil, Filo, real Pita bread and Sumac. Snacks in guest rooms always include 4 assorted bottles of wine (white and red with correct glasses), 4 kinds of water, 18 assorted candy bars, fresh figs flown in, olives and feta, hummus with pita, chips or pretzel variations, stockage of mini bars (free) with 200 liquors, ice makers are checked, tofu bars and carob health mate bars. An assortment of 20 sodas is also checked along with port and cognac collections (snifters included). Guests are asked to smoke cigars outside – side note from Princess Shalan. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 263 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Also see the favorites listing of 300+ foods in the kitchens and NEVERS listing of 86 foods. Clothing and Valet Standards Clothing standards are exotic to westerners or seem to be for return trips to the country. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 264 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Standards in general are very high, mostly high-end designer brands. Personal shopper orders most of their clothing. Large laundry facility room with 12 washers and 18 dryers. Approximately, 20 loads of laundry daily. Currently 89 hours of ironing weekly done by three housekeepers. Rarely any dry cleaning is done, most clothing hand washed in Woolite and cold water – but this needs to end and dry cleaning begun. Request you brief us on best plant locally and discuss Percolite recycling frequency with them and report back. Blankets can occasionally be sent to the dry cleaners also. Currently using Egyptian cotton towels and washcloths but would like to explore the new beachwood items as they are even softer. Large formal closets, maintained daily; drawers are to be organized on a daily basis. Princess will direct housekeeper to help with her closet. Closets and all clothing are color coded so clothing may be identified as to whom it belongs. Red for the Prince and Black for the Princess. Armani suits, polo, no starch for shirts on hangars Princess not price conscious, will purchase expensive labels such as Chanel or Donna Karan. No wool; likes silk. Both expect order, very polished in their clothing, even when casual. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 265 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Tee shirts touched up and ironed. Underpants ironed. Shirts on hangers, sweaters folded. Everything folded in particular way and stacked perfectly. Shoes and boots need to be cleaned and polished as needed. Preparation for travel, packing and unpacking only occasionally; each home has appropriate clothing for use. All sheets are fully ironed including pillowcases and hems daily. MASTER BED: Mattress pad, fitted sheet, cover sheets, blanket, extra blanket, 4 pillows Guests get the full “golden suite” of 49 care products laid out including two “Estate Embroidered” Egyptian cotton robes to take home. Boxes and gift-wrap will be offered after washing them. Golden bows and ribbons. Transportation and Travel Standards All family members have their own, personal drivers. Business secretaries handle travel tickets and itineraries. Frequent international travel on fleet of jets and ships. The Prince likes to collect autos, very particular about them. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 266 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Garage Boss (GB) details all cars and diagnoses problems. As autos are a primary attack vehicle – extra caution needs to be planned for driving and the care of them. Other Suburbans are used in the protection of the Prince and family. These are handled by security. GB starts cars regularly and keeps them filled with gas. HOUSEHOLD AND PROPERTY MACHINES INCLUDE: 2002 Range Rover, retrofitted for the Princess. Three, 2001 Suburbans, retrofitted, for security. Three 1998 Mistubishi Montero, retrofitted for EM, HM and MG. 1997 Astro-van extended cab for staff training outings. Two VH-60N Sikorsky helicopters, retrofitted for VIP transport and protection. PRINCE AL SAUD’S CAR COLLECTION IN HAWAII: 1989 Lamborghini 25th Anniversary hard top Countach. 1999 Lamborghini Diablo VT 1997 Bentley Azure 1992 Ferrari 512 TR Security Standards Not particularly safety conscious as others do it for them but are willing to go along and do what is needed. Numbers of systems and personnel on staff are secretive and will not be mentioned here. Blueprints, descriptions and drawings are not to be recorded either. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 267 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate has many cameras and security gates. Dogs can be a problem at times with barking. Staff not permitted to offer information to outsiders. Full libraries of information are available in the underground bunker systems and tunnels regarding all issues of weapons, systems, fully outfitted attack and response teams, US BATF permits to maintain explosives cache, ammunition, machine guns and other rocket propelled delivery systems. Household system throughout property by ITI is maintained by in house staff under the direction of the EM and HM who are experts in it’s care. Codes are changed often. Penetration of the estate is conducted often to test response and detection with security. Property within public roads, no public access. Prince Astalam has been toying with the idea of purchasing a submarine, but this idea has not met with the favor of the family and is considered inappropriate. Please defer all questions on it to Prince Al Saud and do not get involved. Child, Elder and Pet Care Standards The Princess desires to handle most of this and not have others involved in accordance with Saudi traditions – especially for the Child and Elder care. Pets in the house are already listed earlier and each ones extensive care is listed. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 268 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia In the case of King Fahd coming to Hawaii – very special considerations need to be addressed. Security tightens. Extensive rentals occur of rooms in Honolulu hotels. Household Manager Household Managers took their place in American households molded after the “butlers” found in Europe. They ensure that the home runs smoothly. They may clean, launder, provide clothing care, run errands, and maybe do some cooking, in addition to scheduling the contractors, possibly organizing dinners and parties, and handling the finances. Or, they may be a supervisor to other household staff. Our Household Manager commands a salary between $35,000 and $80,000 and is often given housing “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 269 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia accommodations. The Household Manager will not usually assist with “hands on” services (cooking, cleaning, etc.) while providing supervision and administrative responsibilities for the home and family. Their duties will be more varied and extensive. In a this larger staffed home of Hale Koa, the HM will usually work in a more administrative position, but should always be ready to help out in case of staff illness, vacation, or vacancy. Depending on the number of employees, they may hire, train, supervise, and terminate staff. They will compile the priority lists and inform staff of the day’s duties. They will open, sort, and compose responses to mail. They will make arrangements for houseguests, which may include creating activity lists, preparing special menus, making travel arrangements, and finding books of interest, or procuring much sought after tickets to a sold-out event or concert. They will organize the 100-plate dinner, structure the menu, and work with the chef to create an event that will be the “talk of the town.” They will likely meet daily with their employer, and hold weekly meetings for their staff to ensure continuity and a high level of service. Without the HM, chaos could reign. The Household Manager needs a pleasant demeanor, strong work ethic, excellent organizational skills, and a confident attitude to succeed. They must be able to be completely flexible in meeting any and all needs of the family. If their duties or responsibilities require, they need to have the knowledge of formal entertaining (different styles), protocol, purchasing expensive items for the family’s use, vast resources, etc. This person may be responsible for more than just the Hale Koa home, or providing continuity between homes on this property. The HM will answer to the Estate Manager. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 270 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Administrative Household Manager This person is responsible for providing the ultimate in management and administrative skills for the upscale home. They will have a college degree, understand the need of professional training, and will usually have previous household experience. They are capable of providing continuity between multiple properties, have an excellent understanding of security measures for the home and family, are able to anticipate most needs of the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 271 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia family, have impeccable manners and understanding of protocol, and possess excellent administrative, computer, and management skills. They will work closely with the employer, handling any request or need with the utmost in professionalism. They are usually given housing accommodations and earn approximately $50,000 to $135,000 a year, and are usually provided with other types of “corporate” benefits. Administrative HMs may be in charge of directing correspondence to and from the employer; scheduling appointments with the employer, and any maintenance work to be done on the home; tracking the family and household finances; making travel arrangements and developing itineraries; and any other personal requests the family may make of them. The Administrative HM will recruit new staff, interview applicants, and present their impressions to the HM and EM. They are then required to train the new staff—in procedures, schedules, rules, etc. Finally, they oversee the work of the staff, checking to make sure they are doing their work to the best of their abilities or deciding if the staff require further education. In order to supervise properly, they should have a good understanding of all the duties and responsibilities of any staff member. If there is no Personal Assistant on staff, an Administrative HM might also perform only secretarial responsibilities, i.e., typing letters and memos, taking dictation, transcribing important correspondence or business documents, answering the phone and taking messages, opening, sorting and/or answering mail, setting up and managing files for letters and other important documents, scheduling appointments, or any other kind of clerical work. They may also act as bookkeeper and manage the family budget, track expenses, manage records for tax purposes, research and keep track of investments, or obtain quotes on major renovations of the home. They will have excellent computer capabilities and will “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 272 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia maintain extensive warranty and inventory files, keep track of repairs, and maintain a Household Management Reference Book. A common task of an Administrative Household Manager is personal shopping for the lady or gentleman of the house. They should be well aware that the shopping habits of the Royal Family are far different from the average person’s shopping habits. The family has no problem setting aside a half-million dollars, or more, in the budget for their personal needs. They may think nothing of seeking out an antique chest of drawers and paying $80,000.00+ for it, purchasing multiple sets of fine china or an extensive silver collection, spending $5000.00 on a single set of bed linens, remodeling any part of the home at a given notice, or spending $100,000.00 on a Halloween party or $1,500.00+ for fresh flowers for the week. The Administrative HM will do special extras for the family. They may help to design an in-home beauty salon, or research and implement new security needs for the home. They may not only plan the family vacation to Italy, but also go along. They may simply listen attentively and sympathetically—with open ears and a closed mouth—as a family member bemoans their difficulties of a particular day. They are likely to have their days filled with “life’s little details”: arranging dinner reservations, having medication delivered or calling the insurance agent. The Administrative Household Manager will be involved in a very close, tight-knit relationship with the HM, EM and family. They must respect the sanctity of this relationship and keep all conversations and experiences confidential. They should do nothing to compromise it; above all, the AHM must be trustworthy. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 273 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Personal Assistant Many times the Administrative HM and Personal Assistant duties overlap because of the relationship developed with the family and the responsibilities of the position. They are a very trusted member of the household staff team, handling all of the confidential responsibilities for the Prince and family. They may also be in charge of hiring, training and supervising staff; directing correspondence to and from the employer; scheduling appointments with the employer and any maintenance work to be done on the home; making travel arrangements and developing itineraries; and any other personal requests the employer may make of them. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 274 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Personal Assistants may also perform only secretarial responsibilities, i.e., typing letters and memos, taking dictation, transcribing important correspondence or business documents, answering the phone and taking messages, opening, sorting and/or answering mail, setting up and managing files for letters and other important documents, scheduling appointments, or any other kind of clerical work. They may also act as bookkeeper and manage the family finances, track expenses, manage records for tax purposes, research and keep track of investments, or obtain quotes on major renovations of the home. They will have excellent computer capabilities and will usually maintain extensive warranty and inventory files and/or a Household Management Reference Book. A common task of a Personal Assistant is personal shopping for the lady or gentleman of the house. They should be well aware that the shopping habits of the family are far different from the average person’s shopping habits. A Royal Family member has no problem setting aside a half-million dollars in the budget for their personal needs. They may think nothing of seeking out an antique chest of drawers and paying $80,000+ for it, purchasing multiple sets of fine china or an extensive silver collection, spending $5000 on a single set of sheets, remodeling any part of the home at a given notice, or spending $100,000 on a Halloween party. The Personal Assistant will handle special requests for their employer. They may help to design an in-home beauty salon or research any item that the family is considering purchasing. They may not only plan the family vacation to Italy, but also go along. They may simply listen attentively and sympathetically—with open ears and a closed mouth—as their employer bemoans their difficulties of a particular day. They are likely to have their days filled with “life’s little details”: arranging dinner reservations, calling the insurance agent or having a piece of art work shipped to a conservator for repair. Salaries range from $30,000 to $90,000 a year. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 275 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia House Keeper and Gardeners The House Keeper and Gardener is the backbone of the home and outside property. A beautifully cared-for home is the work of one or more House Keeper’s and Gardeners. A House Keeper’s and gardeners tasks entail all the facets of serving an employer and keeping a home in such a way that it will not just be clean and neat, but will also shine in a way that only a well-cared for home can. They normally earn $10 to $20 an hour part-time or $25,000 to $40,000 a year full-time, and they may either live-in or live-out. The House Keeper and Gardener does anything necessary to maintain an impeccable appearance of a home and to insure the value of the possessions trusted in their care. They will usually follow our daily schedule and will understand the need for quartering or zoning a home – be it outside or inside work, “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 276 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia knowing which rooms and areas must be detail-cleaned several times a month and which ones may be detail-cleaned only once a month. Salaries are based on experience, record and work ethic. Estate/Executive House Keeper and Master Gardeners The Estate or Executive House Keepers and Master Gardeners may oversee other House Keepers and Gardeners. They have specialized knowledge in cleaning, and know how to organize their time and the time of others. Salaries range from $40,000 to $60,000 a year. Hale Koa enjoys having two of them at the same time. No homeowner need worry that their fine home furnishings and valuable home accessories will be damaged with an EH or MG working for them. They know how to care for fine linens, marble, crystal, silver, golf greens and other valuable materials. They also constantly update their knowledge through periodic research. Thanks to this research, they know which products will do the best job of maintaining, cleaning, and disinfecting, and which products could destroy their employer’s possessions. Not only will they know when an item needs specialized cleaning or repair by a “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 277 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia professional, but they will know whom to call. They know the right tools and equipment for every job, and an employer may have complete confidence in having them purchase the supplies and equipment needed for the home. They are also knowledgeable in caring for artwork and are familiar with many types of conservation methods. An experienced EH and MGwill be able to supervise and train others, coordinate work schedules, and organize their and others’ time for the most effective, efficient cleaning. They are completely trustworthy and able to complete any cleaning and caring task laid before them. Laundry Specialist The Laundry Specialist may be employed by a family who wants the very best care of their clothing, shoes, accessories, and linens. The Laundry Specialist will know how to care for any kind of clothing materials like linen, silk, rayon and other blends, wool, leather, suede, and fur. They will be well-versed in stain removal and ironing settings. They will know how to properly store and pack all clothing and accessories, and are experts in the use of all types of equipment. They will be able to care for fine bed linens and table linens. Their handiwork in ironing and folding linens will make them look like they came straight from the pages of a Neiman-Marcus catalog. They should be capable of using both domestic and commercial laundering equipment, pressing machines, and rotary irons. They can care for shoes, purses, and coats in addition to clothing. They “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 278 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia know which clothes could be damaged by hanging and should be folded. They will be familiar will the different types of hangers and storage systems for clothing. Any rip, snag, or worn-through area will be no problem for the Laundry Specialist, as they will know how to repair anything—or when to call a professional. They may even be able to monogram clothing or accessories. For the privilege and responsibility of caring for the most exquisite of clothing, they may be paid from $30,000 to $45,000 a year. Family Cook/Chef Good food is essential to making Hale Koa house a home. The family Chef understands this most basic of all needs and is able to make it a reality. They are responsible for the meals and everything this entails: menu planning, shopping, kitchen clean-up and organization, and care and purchase of any necessary equipment and supplies. Salaries generally run between $35,000 and $85,000 a year. The best Chef is one who can meet any of the family’s wants and needs. They are able to prepare food according to special dietary needs, anything from home style to gourmet meals, or special occasions, formal dinners, and cocktail parties. They will be proficient in food presentation and be able to set an “inviting table.” They should be flexible enough to work with kids or pets under their feet or to work in coordination with a caterer. Indeed, flexibility is key for a good Chef. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 279 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Estate Manager When a house and property is so large, the tasks are so many, and the staff is so numerous that not even seven or ten people could manage it all, an Estate Manager steps in. This is entirely an administrative management position and it is such at Hale Koa. This person will have expert knowledge of personnel and home management, security, smart homes, computers, food service, property care, and grounds expertise. The Estate Manager may supervise many different properties that are fully staffed, possibly making final decisions in hiring and firing staff, and will undoubtedly be called upon to set the standards for service throughout the home(s). They will usually be responsible for any renovations on the properties, hiring contractors, and researching and making recommendations for any major purchases, i.e., investment antiques, yachts, airplanes, polo ponies, the design of the “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 280 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia expansive new water garden, stables, or the wiring of the entire house to make it a “Smart Home.” The EM could also be the employer’s Personal Assistant, which would entail the usual errands, money management, personal shopping, and anything else the employer desires. The Estate Manager should have a degree in business, accounting, or MBA, and would understand and appreciate the need for Professional Household Training and have an excellent understanding of the “politics” of a home. They would have excellent “people” and negotiation skills. This position is usually a step up from the Administrative Household Manager and generally commands between $85,000 and $180,000 a year with the usual “corporate benefit” package included. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 281 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Nanny Any parent will tell you that their children are their life. Therefore, the Nanny has in her care the most precious of all responsibilities. Professional childcare providers take care of the children’s physical, developmental, emotional, and behavioral needs. They can live-in or live-out and receive salaries of $350 to $600 a week. A Nanny must be completely devoted to the children in her care. The children’s needs and safekeeping must come before anything else. Frequently we will have children here at Hale Koa. Therefore, they should not be given other responsibilities that would detract from the quality of care given to the children. They are the most intimate staff member in the home, as they must develop loving, close relationships with their charges—unlike other staff, who are trained to keep a professional distance from the family. Nannies are responsible for feeding children nutritious meals and providing adequate exercise, preferably in the form of invigorating play! They are responsible for encouraging the younger children’s “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 282 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia developmental milestones in movement, such as reflexes and locomotion; emotions, such as attachment and object permanence; and intellect, such as talking and comprehension. They must give their charges unconditional love and support, no matter how challenging that may be, and they must instill proper discipline, which should include celebrating good behavior in addition to correcting misbehavior according to the parents’ instructions. Nannies will have had a lot of practical childcare experience and should have a degree in early childhood education, elementary education, or a related field, and may have attended a year long nanny school, or a two year vocational program. Above all, they should be completely above reproach, with clean background checks and driving records, and no destructive habits or emotional problems. “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 283 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Day in the life – “Making it Happen” Typical Wednesday Time 0900 1000 1100 1200 1300 1400 1500 1600 1700 EM HM AHM EH1 EH2 MG1 MG2 PA1 PA2 Admin Compute P/T Lunch Vendor Contract Walk Meeting Admin Admin Compute P/T Lunch Vendor Contract Walk Meeting Admin Admin Bills P/T Lunch Bills Files Files Meeting Admin Admin Walk P/T Lunch Clean Clean Walk Meeting Kitchen Admin Walk P/T Lunch Clean Clean Clean Meeting Walk Gardens Compute P/T Lunch Vendor Gardens Walk Meeting Ponds Admin Compute P/T Lunch Vendor Contract Walk Meeting Walk Admin Compute P/T Lunch Travel Compute Town Meeting Admin Admin Compute P/T Lunch Travel Compute Compute Meeting Admin Time 0900 1000 1100 1200 1300 1400 1500 1600 1700 Chef1 Cook Cook P/T Lunch Prep Cook Cook Admin Serve Chef2 Off Off Off Off Off Off Off Off Off Sous1 Prep Prep P/T Lunch Clean Prep Prep Prep Plate Sous2 Off Off Off Off Off Off Off Off Off Tournant Prep Prep P/T Lunch Clean Prep Prep Prep Clean Tournant Off Off Off Off Off Off Off Off Off Laundry Wash Dry P/T Lunch Fold Iron Dry Cl. Dry Cl. Organize Gardenr Shrubs Shrubs P/T Lunch Flo. beds Flo. beds Flo. beds Ponds Ponds Gardenr Pool Sheds P/T Lunch Patio Tennis Bocce Skeet Ponds Time 0900 1000 1100 1200 1300 1400 Nanny Cribs Play P/T Lunch Nap Active HK1 Zone 1 Zone 1 P/T Lunch Zone 1 Zone 1 HK2 Zone 2 Zone 2 P/T Lunch Zone 2 Zone 2 HK3 Zone 3 Zone 3 P/T Lunch Zone 3 Zone 3 HK4 Zone 4 Zone 4 P/T Lunch Zone 4 Zone 4 HK5 Zone 5 Zone 5 P/T Lunch Helper Helper Valet Prince Prince P/T Lunch Prince Prince Valet Princess Princess P/T Lunch Princess Princess Valet Guest Guest P/T Lunch Guest Guest “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 284 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Study Play Compute 1500 1600 1700 Zone 1 Theater Theater Zone 2 Bar Bar Zone 3 Kitchen Kitchen Zone 4 Zone 4 Zone 4 Helper Helper Helper Prince Prince Prince Princess Princess Princess Guest Guest Guest This is representative of a typical Wednesday only. Service Matrix The following chart allows us to estimate weekly hours needed for the household system. Refinement of the schedule is accomplished by Hale Koa management, the HM and EM as patterns are established and as staff is integrated into their daily routine. Admin, Organize, Planning, etc… The Daily Graces Cleaning & Special Projects Mainten. Of Items Entertain & Social Events Cooking & Shopping Clothing & Valet Property & Grounds Security & Safety Transp. & Travel E M H M A H M E H 1 E H 2 M G 1 M G 2 P A 1 P A 2 C H 1 C H 2 S o 1 S o 2 T o 1 T o 2 L a u G a 1 G a 2 N a n H K 1 H K 2 H K 3 H K 4 H K 5 1 0 1 0 3 5 5 5 5 5 1 0 1 0 5 5 5 5 5 5 5 5 5 5 5 5 5 5 5 3 3 1 5 5 5 5 3 3 5 5 5 5 5 5 5 5 5 1 1 1 2 0 2 0 5 5 1 1 5 5 5 5 5 5 3 0 5 5 1 0 2 0 2 0 2 0 2 0 2 0 2 2 1 1 1 5 5 2 2 5 5 5 5 5 5 5 5 5 1 1 1 1 1 1 0 1 0 4 1 0 1 0 5 5 1 0 1 0 1 0 1 0 1 0 1 0 1 0 1 0 5 5 1 0 1 0 1 0 1 0 1 0 5 5 3 3 5 5 2 5 2 5 2 5 2 5 2 5 2 5 3 3 3 3 3 1 1 1 1 3 3 3 3 3 3 3 7 7 2 3 3 8 3 3 3 5 2 2 0 2 0 3 3 2 0 2 0 5 5 7 7 5 5 3 3 3 1 2 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 285 of 286 Prince Abdullah Ibn Abdul Aziz Al Saud & Princess Hissa Al-Shalan Property #47 of the Royal Family and Household of Saudi Arabia Child Care & Edu. Elder, Guest & Pet Total Hours 2 2 3 3 5 0 5 0 5 0 3 3 5 0 5 0 5 0 5 0 2 2 3 3 5 0 5 0 1 0 5 0 5 0 5 0 5 0 5 0 5 0 5 0 5 0 5 0 5 0 3 3 3 3 3 5 0 5 0 5 0 5 0 5 0 “Hale Koa” Kapiolani Mountain Range Estate under the Laurel Household Management System – August 17, 2002 Digital impression pagination, page 286 of 286