SDA Dallas Chapter Heatherdale Drive, Dallas, TX 75243

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2 SDA Dallas Chapter 9527 Heatherdale Drive, Dallas, TX Award Contact: Kathleen Simpson Parsons Brinckerhoff, Inc N. Stemmons Fwy, #1600 Dallas, TX (214) Dallas Chapter Officers President: Kathleen Simpson Vice President: Ruth Vandruff Treasurer: Kathy Nagel Director / Secretary: Brooke Simcik

3 Section 1: Executive Summary

4 Section 1: Executive Summary SDA Dallas focus this year has been to get to the heart of our purpose, who and what we want to be, and WHY we are doing it. Our new mission statement is meant to enhance how Dallas will approach our chapter s purpose. Our Why We are passionate about the success of our members. We believe that as a group we are stronger, and that collaboration, knowledge and the creation of relevant lifelong connections empowers and drives the professional growth of our members. We accomplish this through Education, Networking, and Resources that focus on the specific needs of Management and Administrative professionals in the A/E/C Industry. We are SDA Dallas! In creating this statement, we wanted our members to know that SDA is about them. That through our shared experiences, we could help each other to grow and achieve goals that we never thought were possible. The SDA Dallas chapter enjoyed many successes in 2014, our first being the change in our business meetings. We ve tried to make them more educational by incorporating Round Table discussions. We choose a topic, based on our own observations, and share stories, possible resolutions, and discover that we re all not so different. It s quite empowering! This year CANstruction Dallas was held at the State Fair of Texas and we had remarkable success for the North Texas Food Bank, which created thousands of meals for the under privileged in the Dallas-North Texas area. We re very proud of the efforts of our CANstruction Committee Chairs, Cindy Savell and Jan Krause-Leckie, for this undertaking in a new venue. Their dedication to this charity is heartfelt and is second to none. Many long hours were spent at the fair grounds to make sure that everything would be in place for Build Day. And their work paid off, as you will see in Section 2. We also incorporated social media on a more advanced level for CANstruction as our Vice President, Ruth Vandruff, developed and enhanced our efforts through Facebook and Twitter, by posting updates throughout the day, including photos of participants, offering competitive challenges to the teams and encouraging donations. We ve been invited back to the State Fair of Texas for 2015, which is an honor that we re very proud of! With long-term commitments from SDA members, such as Mary Beth Parker, who s participated for 16 years, we re hoping to make 2015 our best year yet! Another part of our focus for 2014 was creating a greater financial transparency for all the membership. Budgets are shared with all, and voted upon per our by-laws, but having this open policy has given the members a better idea of our resources and increased their ability to make well informed decisions regarding programs, educational offerings, and networking. Our striving for this type of sharing of information is all the brain-child of our current Treasurer, Kathy Nagel.

5 Her financial prowess has helped lead the Chapter to new ideas and new ways of doing things. She epitomizes our Why. There were also major kudos for our team, Awards: Stepping Up Award Presented to Brooke Simcik for her work on our new chapter website Gold Award at EDSymposium 2014 Certifications: Construction Documents Technologist (CDT) Ruth Vandruff and Kathleen Simpson are now certified Fundraising: Raffle Mother s Day Basket - $170 profit Raffle ipad mini - $305 profit The Merriam-Webster Dictionary defines excellence as extremely high quality; the quality of being excellent; an excellent or valuable quality; virtue. The members of SDA Dallas have made the decision to band together to reinvent the chapter and turn it into something powerful and enabling, striving to meet their educational and professional expectations by providing high-quality programs and valuable partnerships, while building lifelong friendships. We believe that we have earned the Chapter of Excellence Award through the hard work and efforts of the entire membership. We believe we have set an example for all the chapters of the Society for Design Administration, an example that promotes our mission statement, especially our Why We are SDA Dallas!

6 2015 Chapter Checklist Submitting Chapter Name: Category Benchmarks Yes No Section 1 - Executive Summary Dallas Total Maximum Points Include a summary of your chapter's activities over the last calendar year. Please limit your response to two pages. Include in this section a summary of why your Chapter deserves recognition with the Chapter Excellence Award in a concise, well written and informative fashion. Section 2 - Best Practices Best Membership Campaign - "Lunch On Us" Best Membership Retention Outreach - Surveys Best Educational Program - LEEDv4 Green Associate Best Networking/Social Event - CANstruction Best Fundraising Effort - ipad Raffle Best Communication Tool - SDA Dallas Website Section 3 - Leadership/Professional Development Did your chapter president or delegate serve as a delegate on the National Board of Directors and participate in Board of Director meetings (Annual Business Meeting and phone conference Board of Director meetings)? Did your chapter leadership participate in Town Hall Conference Calls? 3 or more 2 or less Did any of your Chapter membership participate at the SDA National level (National Committee chair or member, ExCom, Board of Directors)? 3 or more 1 to 2 Did your chapter and/or member(s) submit for recognition in any of the National Awards programs? Did your chapter provide funding for chapter leadership to attend last year s EDSymposium? Did any members of your Chapter members attend last year s EDSymposium? Section 4 - Membership Did your chapter conduct a membership campaign? Did your chapter add new contacts to their database? 25 or more less than 25 Did your chapter forward these contacts to SDA Headquarters to add to the National database? Did your Chapter develop communication outreach to contact members to encourage membership renewal as renewal dates approached ( communication, phone call, member survey, mailed correspondence, etc.)? What was your chapter's percentage of growth last year? To calculate your chapter's growth percentage, subtract your December 31, 2014 membership number from your December 31, 2013 membership number. Divide the difference by the December 31, 2013 membership number. 51% or more 26% - 50% 0-25% Section 5 - Communication Does your chapter have a website? If yes, please provide your chapter's website URL address. Does your chapter have a Facebook page? If yes, please provide your chapter's Facebook URL address. CANstruction Dallas: Chapter: Did your chapter use Twitter? If yes, please provide your chapter's TwitterID. CANstruction Dallas: Chapter: Did your chapter utilize LinkedIn? If yes, please provide the name of the discussion group, page identifications, etc. Dallas Chapter Society for Design Administration Did your chapter (board and/or chapter members) use their Basecamp site? Did your chapter use Skype to connect members for board or member meetings/functions? Did your Chapter publicize news and/or upcoming events in another A/E/C industry-related publication (website, newsletter, eblast, etc.)? If so, please provide the names of the A/E/C related websites, newsletters, etc.

7 2015 Chapter Checklist Submitting Chapter Name: Dallas Total Maximum Points Category Benchmarks Yes No Does your Chapter provide a Job Bank to members and/or non-members? Section 6 - Education Did your Chapter participate in an educational webinar provided by SDA National? If yes, please list those webinars. (Insert extra lines, if needed.) Chapter of Excellence Award Webinar Did your Chapter participate in an educational webinar provided by another educational provider or professional organization? If yes, please list all of the types of educational opportunities provided to chapter members and their source. LEED v4 Green Associate Exam Preparation Class, offered by GreenCe. Did your Chapter provide continuing education hours to members and/or non-members last year? Please indicate the number of hours. If yes, please indicate the number of hours. 12 hours or more 11 hours or less Section 7 - Governance Does your chapter maintain bylaws and standing rules that are current and approved by the National Bylaws Committee? Has your chapter obtained the 501(c)6 IRS tax-exempt status, filed the annual 990 tax return as required, and submitted copies of this documentation to SDA National? Did your chapter complete and submit a 2013 Annual Chapter report to SDA National? Is the Chapter's Annual Affiliation Agreement signed and filed with SDA National? Does the chapter have a document retention policy for maintaining permanent files/papers (IRS determination letter, bylaws, standing rules, financial reporting, stability, etc.)? Did your chapter conduct the required period board meetings this year (at least two board meetings in person; minimum of six board meetings per year)? 6 or more meetings per year 5 or less meetings per year Does your Chapter conduct annual election of officers? Signature: Approved by: Date:

8 Section 2: Best Practices

9 Section 2: Best Practices Best Membership Campaign. How are you promoting SDA membership and benefits to future members? Did your Chapter interact with another A/E/C industry organization to promote membership? This year, SDA Dallas came up with a new concept that we call Lunch On Us. Brooke Simcik designed a beautiful invitation to be ed to members who were invited to join us for lunch, courtesy of the Chapter, and to bring a friend that may be interested in joining SDA. During lunch, there was wonderful conversation and networking. Our Chapter President, Brooke Simcik, offered a brief summary about SDA and what we have to offer administrators and managers in our industry. We handed out literature on SDA with an emphasis on our Chapter. Then we asked each attendee to tell us something about themselves that they were proud of. Some talked about their job performance, some talked about their certifications, some even talked about their weight loss! SDA provided a couple of door prizes as incentive, a book Lean In: Women, Work, and the Will to Lead by Sheryl Sandberg, COO of Facebook, and a gift card. Both were well received! Then we told the group about our round-table discussions and presented them with one, What recent struggle or accomplishment have you had in your job position. The conversation was quite lively with interaction from all who attended! All in all, it was a wonderful success, as we garnered two new members out of the 6 nonmembers who attended! Please see attachment 2-A. Best Membership Retention Outreach. How did your Chapter promote membership retention as memberships reach renewals dates? During the course of the year SDA Dallas sends out various surveys, using SurveyMonkey.com., to offer useful information to our members. Our recent Benefit Survey allowed our members to view industry standards within our own community, as well as to give them a snapshot of how our member companies benefits function. We also utilize surveys at the end of the year to take the temperature of our Chapter, so that we may strategize our goals for the upcoming year, and to place focus on what our members need and want to get out of their SDA membership. These surveys allow us to see how are members are feeling about their SDA experience, as well as to offer suggestions, and even criticisms, if they so choose. Board members find this quite helpful in making plans and changes that affect our membership as a whole. Our annual Strategic Planning Retreat agendas grow from these surveys. Please see attachment 2-B. Best Educational Program. How did your Chapter provide educational opportunities to members and/or non- members? What was your Chapter s best educational opportunity for members and/or non-members? Did your Chapter secure a guest

10 speaker? Did the Chapter partner with another A/E/C industry organization for an educational event? A LEED v4 Green Associate Exam Preparation Class was offered to our members and their companies for a very reasonable price. The webinar was set up through Green CE. It was structured to take place over a four night period, two hours each night, and, at the end, not only did you walk away with a wealth of knowledge to prepare you for the exam, but also access to the recorded presentation, access to practice exams, and eight Continuing Education Units. The webinar was quite comprehensive, yet not for the faint of heart! The moderator was well versed on the subject, and was willing to take any questions participants could come up with. We discovered that this certification, although difficult to prepare for, is well worth the effort. Please see attachment 2-C. Best Networking/Social Event. Did your Chapter host or participate in a charity, community, or social event? Did your Chapter host a Canstruction event? Did your Chapter host a Principals Appreciation or Administrative Professionals breakfast or luncheon? Did your Chapter partner with another A/E/C industry for networking purposes? Did your Chapter host a holiday social? The 2014 CANstruction was one of the most successful that the Dallas Chapter has held to date! This year, we were invited to hold our event at the State Fair of Texas, with their theme Deep in the Heart of Texans! To make it a truly Texan CANstruction event, we invited the Fort Worth Chapter to share the space, which they quickly agreed to. Planning for the event began in January, Our Co-Chairs, Cindy Savell and Jan Krause- Leckie are both long-time SDA members, and they surprised the committee with the offer from the State Fair. With a unanimous vote, we accepted the challenge! The Kickoff Meeting, held in May, was quite successful, with approximately 40 attendees, representing 30 different companies. There were many logistical difficulties in taking on the change of venue. For instance, the size and location of the building, and the ability to get the food in and out of it. One of the biggest issues was the length of the fair. Build day took place on September 20 th, with Tear Down day taking place on October 25 th. We needed to ensure that the structures would last the entire length of the fair. The fair provided security throughout the event, and allowed us to put stanchions around each structure in order to keep curious visitors from touching them. The great thing about difficulties and obstacles is that, once you ve overcome them, they aren t a problem anymore. The lessons we learned have been invaluable, and will serve us well at this year s event. We ve been invited by to the State Fair of Texas, and couldn t be

11 more excited! We had a great deal of help from the fair committee in not only advertising, but also obtaining sponsorship for the cost of the building, which was upwards of $30,000, and providing assistance for preparation, build day, maintenance, and tear down day. Ultimately, the 2014 CANstruction numbers were staggering: 25 Teams brought in 103,776 pounds of food and $9775 in donations which created 112,347 meals. The North Texas Food Bank couldn t have been happier! As for the SDA, this was the second highest poundage and the highest monetary donation in the history of Dallas CANstruction, and we are very proud of our team and their accomplishments! Please see attachment 2-D. Best Fundraising Effort. Did your Chapter conduct a successful fundraising initiative (tour, educational program, etc.)? Did your Chapter secure a beneficial sponsor? If so, how was that sponsorship obtained? Our most successful fundraiser for 2014 was an ipad mini Raffle in December. The Chapter purchased a new ipad mini 3, with Wi-Fi and 16GB storage, in gold, then sold tickets at $15 each or 5 for $25. We sold several tickets to both members and non-members for a $305 profit. The proceeds went into our Educational/Scholarship fund. Please see attachment 2-E. Best Communication Tool. What is your Chapter s best communication tool? Did your Chapter produce a newsletter? Did your Chapter maintain a current website? Did the Chapter have a Facebook page? What about other social media outreach Twitter, LinkedIn, etc? The SDA Dallas Chapter s website, has been a valuable communication tool. It offers the user several different categories to choose from with pages including Current Events, Educational/Program information, CANstruction details, and Frequently Asked Questions to name a few. Our website offers not only current information on planned programs and events, but also links to other informative sites on our Resource Page such as AIA ( Texas Board of Professional Engineers ( and Design Arts Seminars ( We ve also been asked by SDA Portland if they could utilize our site as an example for theirs! They were very impressed that our website and brochure go hand-in-hand and called it a Great Concept that is exactly what they d hoped they could do with their page. Our web designer, Brooke Simcik, has done an awesome job of producing and maintaining it, and was the recipient of our own Stepping Up Award this year for her efforts. Please see attachment 2-F.

12 Attachment 2-A

13 The Lunch On Us concept turned out to be quite successful! The information that was shared that day lead to new ideas and renewed enthusiasm for everyone in attendance! Return to Top

14 Attachment 2-B

15 We are passionate about the success of our members The Society for Design Administration advances management and administrative professionals in the A/E/C industry through education, networking and resources. Our vision is to have an SDA member in every A/E/C firm. We believe that as a group we are stronger, and that collaboration, knowledge and the creation of relevant lifelong connections empowers and drives the professional growth of our members. We accomplish this through Education, Networking, and Resources that focus on the specific needs of Management and Administrative professionals in the A/E/C industry. We are SDA Dallas! A Click of Your Mouse Turns The Page

16 Excellence in Design Firm ManagementSDA 2014 SDA Dallas Benefit Survey "When I studied graphic design, I learned a valuable lesson: There's no perfect answer to the puzzle, and creativity is a renewable resource." Biz Stone Note: The information and materials herein are provided for general information purposes only and are not intended to constitute legal or other advice or opinions on any specific matters and are not intended to replace the advice of a qualified attorney, plan provider or other professional advisor. This information has been taken from sources which we believe to be reliable, but there is no guarantee as to its accuracy. In accordance with IRS Circular 230, this communication is not intended or written to be used, and cannot be used as or considered a 'covered opinion' or other written tax advice and should not be relied upon for any purpose

17 KNOW HOW TO PROTECT YOUR COMPANY FROM USING SALARY/BENEFIT SURVEYS THE WRONG WAY! Consulting a salary survey report is an effective way to take the guesswork out of establishing a firm's compensation strategy. Equipped with the report's information on an industry's prevailing salaries, benefits, bonuses and other compensation, a manager can keep her company's benefit packages in line with industry standards. Improper use or compiling of these reports, however, can constitute anticompetitive activity under antitrust laws, so companies must understand the limits and benefits of salary survey reports. Specificity To avoid facilitating anti competitive behavior, the report must not contain information that is too company specific. If a firm learned from a report exactly what a competitor was paying its executives, for instance, the firm would have a decidedly anti competitive advantage in recruitment and negotiating its own executives' pay packages. Accordingly, the information in a salary report must come from at least five preferably 10 different companies, and no one company may represent more than 25 percent of the information within the report. The information in the report must also be of an aggregate nature, so that the identity of a firm or employee is sufficiently hidden. Historical The information compiled in these reports must be "historical," which a consent decree in the health care case determined to be older than three months. However, as the legal firm of Wildman Harrold points out at its website, a company would be more safely out of antitrust territory if the report's information is at least six months old. Companies also must refrain from meeting regularly to discuss salaries or exchange salary information. The policy statement defines an "antitrust safety zone" for exchanges of information about wages, salaries or benefits and indicates that government agencies will not challenge the exchange of this information absent "extraordinary circumstances." The statement provides that written wage, salary or benefit surveys will fall within the antitrust enforcement safety zone if the survey meets three conditions: (1) the survey is managed by a third party; (2) the information provided by the survey participants is more than three months old; and (3) there are at least five employers reporting data for each statistic, with no one employer reporting more than 25 percent of any statistic, and no single employer may be identified with any specific information. (4) Weigh the value of the information against the age of the information. (5) Use surveys as only one factor in setting compensation or benefits. If the employer can identify other factors used in setting compensation/benefit rates, this could undermine a plaintiff's ability to prove that the survey caused a depression of compensation or benefit. "Antitrust law" defined As used in this chapter, the term "antitrust law" means the Sherman Act (15 U.S.C. 1 et seq.), the Clayton Act (15 U.S.C. 12 et seq.), and the Federal Trade Commission Act (15 U.S.C. 41 et seq.). ( Pub. L , 5, July 9, 1980, 94 Stat. 939.) Read more about the Sherman Antitrust Act

18 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Total Number of Employees (16 Dallas Firms) Answer Options Other (please specify) Percent 53.8% 23.1% 23.1% Total Number of Employees According to the AIA 94% of architectural firms nation wide offered medical coverage for Employees and Dependents in Fewer than 9 employees 89% offered medical insurance in or more employees 100% offered medical insurance in 2012

19 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Professional Services Offered Answer Options Architecture Interior Design Engineering Cost Estimator Construction Design Build Programming Percent 69.2% 7.7% 23.1% 0.0% 0.0% 0.0% 0.0% Other s Construction and Design Build, Interior Design, Programming Professional Services Offered 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% Architecture Interior Design Engineering Cost Estimator Construction Design Build Programming 'Question 2'!#REF! 0.0% 1 For national A/E/C statistics see: Occupational Outlook Handbook Information Link: and engineering/home.htm

20 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Market Sectors Answer Options Government Retail Residential Hospitality Heath Care Transportation Religious Education Federal Corporate Developer Driven Percent Count 50.0% % % % % % % % % % % 2 Multifamily Higher ed only Other s Market Sectors 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0%

21 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Paid Holidays Answer Options President s Day Good Friday Memorial Day July 4th Labor Day Columbus Day Veterans Day Thanksgiving Friday Following Thanksgiving Christmas Eve Christmas Day New Year s Eve New Year s Day Other Floating Other (please specify) Percent Count 7.7% % % % % % 0 7.7% % % % % % % % % 3 1 Other s 1/2 days on Christmas Eve and New Year's Eve Paid Holidays 120.0% 100.0% 80.0% 60.0% 40.0% 20.0% 0.0% How many working days are in a year? 2080

22 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Paid Time Off - When does PTO start accruing? Answer Options Immediately After 90 days Other (please specify) Percent Count 54.5% % 5 2 After 6 months After 30 days Other s Paid Time Office - When does PTO start accruing? Immediately After 90 days

23 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Can PTO carry over to the next year? Answer Options Yes No Other (please specify) Percent Count 61.5% % 5 2 Vacation time carries over...not PTO No more than 5 days can carry over Other s Can PTO carry over to the next year? No Yes No Yes 0.0% 20.0% 40.0% 60.0% 80.0%

24 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. If PTO can carry over - how many days can carry over? Other s Sick time can carry over 40 hours only 120 hours Various amount limited by job classification No more than 5 days Less than 5 years: non-associate 128 hrs, associate 144 hours, VP and above 192 hours; More than 5 years: non-associate 168 hrs, associate 184 hours, VP and above 192 hours How much vacation time do employees receive? There isn't a set amount, because employers are not required to provide vacation either with pay or unpaid. Some employers give vacation time to only full time employees. Others give vacation to all employees. Still others offer pro rated vacation, depending on your work schedule and employment status.

25 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Is earned PTO paid at termination without cause? Answer Options Yes No Percent Count 61.5% % 5 Is earned PTO paid at termination without cause? Yes No

26 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. How much PTO paid at termination without cause? Answer Options 50% 100% Other (please specify) Percent Count 0.0% % 6 3 Other s Vacation accrued up to 120 hours Only after 1 year of service. PTO is forfeited they day notice is given - PTO is paid if layoff How much PTO paid at termination without cause? 50% 100%

27 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. How far in advance does your firm require time off request to be submitted? Answer Options 1 week non-emergency 2 weeks non-emergency Notice is Dependant on Amount Requested Other (please specify) Percent Count 9.1% % % 7 3 Other s 30 Days - Non Emergency Flexible No requirement as long as project deadlines allow Emergency-Immediate Notice; Illness no later than 9:00am; 8 hours or less - 48 hours; 8-24 hours - one week; 24-40hours - one month; 80+ one month and approval from Principal How far in advance does your firm require time off request to be submitted? 1 week non-emergency 2 weeks non-emergency Notice is Dependant on Amount Requested

28 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. How many hours of PTO are available from 1 to 5 years of employment? Answer Options Count 13 Other s 40 hrs 10 Days Vacation5 Days Sick/PTO vacation 80 sick pay PTO and vacation time are calculated differently. 40 hours of PTO is allowed per year - no carry over. Vacation is 12 days per year weeks vacation1 week sick 10 days Varies by job classification: days 17 Days 5 days Non-associate hours/ pay periodassociate - 6/pay periodvp and above - 8/pay period.492 per working day starting day 91 of employement (full year 128 hours)

29 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. How many hours of PTO are available from 6-10 years of employment? Answer Options Count 13 Other s 40 hrs 10 Days Vacation5 Days Sick/PTO vacation 80 sick pay PTO and vacation time are calculated differently. 40 hours of PTO is allowed per year - no carry over. Vacation is 15 days per year weeks vacation1 week sick 15 Varies by job classification: days I believe it's 22 days worth. 6-7 days Non-associate - 7 hours/pay periodassociate /pay periodvp and above - 8/pay period 168

30 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. How many hours of PTO are available from 10+ years of employment Answer Options Count 12 Other s 40 hrs 10 Days Vacation5 Days Sick/PTO vacation 80 sick pay PTO and vacation time are calculated differently. 40 hours of PTO is allowed per year - no carry over. Vacation is 20 days per year 15+. no increase 15 Varies by job classification: days Same Accrues Same as #12. Only two levels 168

31 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Hours of Operation Answer Options 8am-5pm 9am-6pm 7am-6pm Half Days on Friday Flex Time (variable) Other (please specify) Percent Count 54.5% 6 9.1% 1 9.1% % 4 5 Other s M-T 7:30-5:30 F hr week Office hours are 8:00 to 6:00 M-T; 8:00 to 12:00 F. Core Hours 8-5, flex time/friday PM off available 8:30-6:00 Monday-Thursday/8:30-3:00 Fridays The office is officially open from 8-5, but we have flex time 60.0% Hours of Operation 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 8am-5pm 9am-6pm 7am-6pm Half Days on Friday Flex Time (variable)

32 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Do you allow employees to telecommute? (work from home) Answer Options Yes No Percent Count 46.2% % 7 Do you allow employees to telecommute? (work from home) Yes No

33 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Are salaried employees allowed compensatory time for overtime? Answer Options Yes No Percent Count 25.0% % 9 Are salaried employees allowed compensatory time for overtime? Yes No

34 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Can employees use compensatory time instead of PTO? Answer Options Yes No Other (please specify) Percent Count 40.0% % 6 5 Other s We don't have any salary employees It depends on the situation The Designers do, but we're trying to not have it happen. If 40 hours are worked in a week, it doesn't matter when they were worked. If done within the same pay period Can employees use compensatory time instead of PTO? Yes No

35 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Group Insurance for EMPLOYEES: firm pays Answer Options All Part None Other (please specify) Percent Count 69.2% % 4 0.0% 0 0 Group Insurance for EMPLOYEES: firm pays All Part None Do employers have to offer health insurance? Small employers don t have to offer health insurance to their employees(less than 50), but employers that do must make it equally available to all employees working 30 hours or more per week (not on a temporary or seasonal basis) and their dependents. Texas insurance law defines a small employer as a business with two to 50 employees, regardless of how much they work. Information link:

36 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Group Insurance for DEPENDENTS: firm pays Answer Options All Part None Other (please specify) Percent Count 23.1% % % 6 answered question skipped question Other s 100% paid for associates and above only. Prior to that position 0% Group Insurance for DEPENDENTS: firm pays All Part None How long must you give employees to enroll in health plan? Employers must give new employees at least 31 days from their start date to enroll in a health plan. After this time, employees may be required to wait up to one year for the next open enrollment period to join. Insurance companies must offer a 31 day open enrollment period

37 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Do you have tiered insurance? Answer Options Yes No Other (please specify) Percent Count 18.2% % 9 0 Do you have tiered insurance? Yes No Continuing Coverage State regulations and a federal law called COBRA (Consolidated Omnibus Budget Reconciliation Act) allow employees to maintain benefits for a time after leaving a job. COBRA doesn t apply to all small employers, but state continuation requirements do. Employers are required to tell employees about their rights to continue coverage. Ask your carrier about your responsibilities regarding continuation notices.

38 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. The firm pays what % of the employee life insurance cost? Answer Options Count % 100% Yes 100% 100% 75% 100% 0 1 x salary 100% 100 Other s Is life insurance deductible? If you only want to offer life insurance as a special benefit to a few key employees, you won't be able to deduct the premiums for federal tax purposes, unless you can meet special nondiscrimination requirements.

39 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. The firm pays what % of the employee dental insurance cost? Answer Options Count % Voluntary no 0% 0% 75% 0% none 0% Can utilize flex benefits Other s

40 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. The firm pays what % of the employee disability insurance cost? Answer Options Count 11 Other s % 100% % LTD, does not offer STD 100% 100% long term0% short term LTD, 100% none 100% 100% What is disability insurance? Disability Insurance, often called DI or disability income insurance, or income protection, is a form of insurance that insures the beneficiary's earned income against the risk that a disability creates a barrier for a worker to complete the core functions of their work. For example, the worker may suffer from an inability to maintain composure in the case of psychological disorders or an injury, illness or condition that causes physical impairment or incapacity to work. It

41 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. The firm pays what % of the employee hearing-visual cost? Answer Options Count % 0 no 0% 0% 100% 0% none 0% Part of major medical Other s

42 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Type of Insurance Plan Answer Options HMO PPO Other (please specify) Percent Count 0.0% % 11 3 We offer both Point of Service Plan - POS High Deductible Other s Type of Plan HMO PPO

43 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Co-pay Amount Answer Options $20 per office visit less than $20 per office visit more than $20 per office visit Other (please specify) Percent Count 63.6% 7 9.1% % 3 3 Other s Depends on the tier - $25.00/$30.00 None Specialist office visits are $30 co-pay Co-pay Amount $20 per office visit less than $20 per office visit more than $20 per office visit

44 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Yearly Medical Insurance Deductible Answer Options answered question skipped question Count Other s $ 2,500 $ 2,000 $ 2,000 Depends on the tier$2,000/1,500 Individual $ 2,000 Family $6,00 $ 3,000 $ 1,500 $ 5,000 $ 1,500

45 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Prescription Card Answer Options Yes No Other (please specify) Percent Count 84.6% % 2 0 Prescription Card Yes No

46 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Retirement Plans Answer Options 401(k) plan for retirement Defined Benefit retirement plan Defined Contribution retirement plan ESOP retirement plan Keogh retirement plan Profit Sharing retirement plan Simple Employee Retirement (SIMPLE) retirement plan Simplified Employee Pension (SEP) retirement plan We do not have any retirement plan in force Other (please specify) Percent Count 92.3% % 0 0.0% 0 7.7% 1 0.0% 0 0.0% 0 7.7% 1 0.0% 0 0.0% 0 0 Retirement Plans 100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% 401(k) plan for retirement Defined Contribution retirement Keogh retirement plan Simple Employee Retirement We do not have any retirement

47 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. The firm will match employee 401k contributions up to Answer Options Dollar maximum % of salary % of contribution Other (please specify) Percent Count 0.0% % % 4 6 Other s 3% of salary 3 No firm match Discreationary amount based off profitablility The firm does not make any matching contribution Currently 8% match. Prior to 2008 recession they matched 25% of contribution with no limit except social security. The firm will match employee 401k contributions up to Dollar maximum % of salary % of contribution

48 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. EDUCATION - Our Firm Reimburses Employees For Answer Options Continuing education (tech) courses required for Does firm reimburse employees for license renewal Other continuing education costs related to professional Other continuing education NOT related to professional Professional Organizations Other (please specify) Percent Count 81.8% % % % % 8 3 Other s Depends on employee status Education not related is reimbursed based off grade Firm reimburses after exam is passed. EDUCATION - Our Firm Reimburses Employees For 100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Continuing education (tech) courses required for professional Registration Does firm reimburse employees for license renewal cost? Other continuing education costs related to professional registration(s) Other continuing education NOT related to professional registration(s) Professional exam costs Professional Organizations

49 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Tax Favored Fringe Benefits Answer Options Section 125(cafeteria) employee benefit plan Child care benefits for employees Other (please specify) Percent Count 80.0% % 2 0 Tax Favored Fringe Benefits 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Section 125(cafeteria) employee benefit plan Child care benefits for employees

50 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Other Benefits Answer Options Flexible Spending Account (FSA) Wellness Program Company Sponsored Social Activities Charitable Events Throughout the year Other (please specify) Percent Count 36.4% % % % 9 1 Health Savings Account Other s Other Benefits 100.0% 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Flexible Spending Account (FSA) Wellness Program Company Sponsored Social Activities Charitable Events Throughout the year

51 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Bonus Incentive Plans Answer Options Annual performance bonus Christmas bonus Professional Registration bonus Project Bonuses Seniority (years of service) bonus Signing bonus Other (please specify) Percent Count 80.0% % % 2 0.0% 0 0.0% 0 0.0% 0 4 Discressionary bonus Quarterly profit sharing bonus Performance bonus - quarterly Recruitment bonus Other s Bonus Incentive Plans 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% Annual performance bonus Christmas bonus Professional Registration bonus Project Bonuses Seniority (years of service) bonus Signing bonus

52 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Does your firm give a cost of living raise each year? If Yes - Average % in other field Answer Options Yes No Other (please specify) Percent Count 9.1% % 10 1 Other s 1 Sep 3, :05 PM Varies Does your firm give a cost of living raise each year? If Yes - Average % in other field Yes No

53 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Factors That Determine Bonus Amount Answer Options A formula (percentage of compensation) is used Business Development results Client retention/satisfaction Firm profitability Individual performance Project performance (schedules, budgets) Team/Department/Office/Business profitability Factors Unknown Other (please specify) Percent Count 7.7% % 3 0.0% % % 8 0.0% 0 7.7% % 2 0 Factors That Determine Bonus Amount 90.0% 80.0% 70.0% 60.0% 50.0% 40.0% 30.0% 20.0% 10.0% 0.0% A formula (percentage of compensation) is used Business Development results Client retention/satisfaction Firm profitability Individual performance Project performance (schedules, budgets) Team/Department/Offic e/business profitability Factors Unknown

54 SDA Dallas Benefit Survey Employee Benefit Questionnaire-The information provided is intended for exclusive use and requirements for educational purposes only, and it is our expressed instruction that this information not be utilized or accessed for any other purpose. Other Benefits Not Listed Answer Options Count 2 Gym Memberships Other s Profit sharing Weekly staff breakfast Gym or fitness program - up to $40/month with proof of attendance Emergency personal and business travel insurance Telephone counseling program

55 Acronyms for Your HR Needs Page 1 Confused about acronyms related to HR and benefits information? The following listing provides descriptions of common terms. AA Affirmative Action. ADA Americans with Disabilities Act. Requires employers to provide reasonable accommodations for employees with disabilities. ADEA Age Discrimination in Employment Act of Legislation that prohibits age discrimination in employment. BIW Bi Weekly paid a bi weekly rate for a defined number of pay periods. BFOQ or BOQ Bona Fide Occupational Qualification. A minimum qualification requirement needed as a prerequisite to being able to do a particular job. A defense in certain disparate treatment claims. CHIPRA Children's Health Insurance Program Reauthorization Act COBRA Consolidated Omnibus Budget Reconciliation Act of Provides for limited continuation of health insurance. DSI Discretionary Salary Increase. DOB Date of Birth. DOL U.S. Department of Labor, and used for state labor offices DOT Dictionary of Occupational Titles a federal title classification document that categorizes and describes the type of work typically associated with job titles and places titles into statistical reporting categories. EAP Employee Assistance Program. EBSA Employee Benefits Security Administration. EEO Equal Employment Opportunity. Backed by legislation and executive orders, this acronym is used to notify the public that an employer's provide equal treatment and opportunity for all job applicants and employees. EEOC U.S. Equal Employment Opportunity Commission. Responsible for enforcing federal laws that make it illegal to discriminate against a job applicant or an employee because of the person's race, color, religion, sex (including pregnancy), national origin, age (40 or older), disability or genetic information. EPA Equal Pay Act, or U.S. Environmental Protection Agency. EPPA Employee Polygraph Protection Act of Employers must display a poster in the workplace apprising employees of their rights under EPPA. ERISA Employee Retirement Income Security Act FLSA Fair Labor Standards Act. A law that ensures fair treatment of employees and establishes the employment categories exempt and nonexempt. Non exempt employees must be paid time and one half for hours worked in excess of 40 hours in a defined work week. FMLA Family and Medical Leave Act federal law the requires employers to extend medical coverage and guarantee leaves of limited duration. FOIA Freedom of Information Act. Requires agencies to disclose records requested in writing by any person. However, agencies may withhold information pursuant to nine exemptions and three exclusions contained in the statute. FSA Flexible Spending Arrangement. Allows employees to be reimbursed for medical expenses. FSAs are usually funded through voluntary salary reduction agreements with an employer. FTA Full time annual salary. FUTA Federal Unemployment Tax Act. With state unemployment systems, FUTA provides for payments of unemployment compensation to workers who have lost their jobs. Most employers pay both a Federal and a state unemployment tax. A list of state unemployment tax agencies, including addresses and phone numbers, is available in Publication 926, Household Employer's Tax Guide. HCFA Health Care Financing Administration federal agency responsible for oversight of social security and medicare. HCTC Health Coverage Tax Credit pays a percentage of health insurance premiums for qualified individuals and their families. HIPAA Health Insurance Portability and Accountability Act of HMO Health Maintenance Organizations. Alternative local/regional health insurance providers that generally require participants to use their doctors and clinics unless treatment is required when they are traveling or living out of the region. HRA Health Reimbursement Arrangement. Employees are reimbursed tax free for qualified medical expenses up to a maximum dollar amount for a coverage period. A health reimbursement arrangement must be funded solely by an employer. HRMS Human Resource Management System Information system for management of employee and position data. HRY Hourly paid at an hourly rate for hours worked. HSA Health Savings Account. Designed to help individuals save for future qualified medical and retiree health expenses on a tax free basis. I 9 I 9 Form. An Immigration and Naturalization Services form employers are required to obtain from of every appointee, along with documentation to prove their identity and right to employment. IRA Individual Retirement Account. A trust or custodial account set up in the United States for the exclusive benefit of an individual or his or her beneficiaries. IRCA Immigration Reform and Control Act of IRS Internal Revenue Service KSA Knowledge, Skills, or Abilities. LEAP Labor Education Action Program. A program that provides training for employees.

56 Acronyms for Your HR Needs Page 2 LIFE Legal Immigration Family Equity Act. LWO Leave without pay. LWP Leave with pay. MSA Medical Savings Account. Help self employed individuals and employees of certain small employers meet the medical care costs of the account holder, the account holder's spouse, or the account holder's dependent(s). NLRA National Labor Relations Act. NRA Nonresident Alien. Individual who is not a U.S. citizen, does not have a green card, and is not a resident alien for tax purposes. NRAs are taxed under an entirely different system. OSHA Occupational Safety and Health Administration. A federal agency responsible for ensuring safe work environments. PPO Preferred Provider Organization A network of doctors, hospitals and others that provide services that contract with a health insurer to provide services to its members. PTO Paid Time Off. A system of paid days off work for employees that combines personal, sick, vacation or other employer provided leave into one bank. RA Resident Alien. Individual who is not a U.S. citizen and does not have a green card, but who has passed the substantial presence test for U.S. residency. A resident alien is taxed like a U.S. citizen. RIF Reduction In Force. Reducing the work force through a plan that includes layoffs or retrenchments. SL (SLxx) Salary Level (for professional employee position, non statutory salary charts). SS Social Security SSN Social Security Number SSA Social Security Administration SEP Simplified Employee Pension plan. SEPPAA Single Employer Pension Plan Amendments Act (1986) SIC Standard Industrial Classification SIMPLE Plan Savings Incentive Match Plan for Employees. TPA Third Party Administrator USCIS U.S. Citizenship and Immigration Services USERRA Uniformed Services Employment and Reemployment Rights Act WARN Workers' Adjustment and Retraining Notification Act. Protects workers, their families, and communities by requiring most employers with 100 or more employees to provide notification 60 calendar days in advance of plant closings and mass layoffs. WC Workers' Compensation WCB Workers' Compensation Board

57 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q1 What is your most positive SDA experience? Answered: 6 Skipped: 0 # s Date 1 CANstruction is still my favorite SDA activity. 10/21/2014 3:34 PM 2 My experience is when I get to hear positive speeches from the higher experienced SDA veterans. I love listening to their stories. 10/21/ :33 AM 3 Collaboration 10/21/ :30 AM 4 The camaraderie in general 10/21/ :20 AM 5 Roundtable Discussions 10/21/ :19 AM 6 Sharing of experiences among our firms. 10/21/ :18 AM 1 / 1

58 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q2 Is SDA meeting your expectations? Answered: 6 Skipped: 0 Yes % No 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices Yes No s % % 0 Total 6 # If No, please explain Date There are no responses. 1 / 1

59 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q3 What can we do differently? Answered: 6 Skipped: 0 # s Date 1 I think we need more "hands-on" programs...where we walk away with a new skill or idea. 10/21/2014 3:34 PM 2 Usually it's the same 6 people in our meetings. Is there a reason all of us aren't able to attend? 10/21/ :33 AM 3 Keep doing more of the same 10/21/ :30 AM 4 N/A 10/21/ :20 AM 5 Increase communication to membership through s. 10/21/ :19 AM 6 Continue to increase active membership. 10/21/ :18 AM 1 / 1

60 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q4 Are you interested in any other certifications? Answered: 6 Skipped: 0 CDFA 33.33% CDT LEED 16.67% None 50.00% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices CDFA CDT LEED None s 33.33% % % % 3 Total Respondents: 6 # Other (please specify) Date There are no responses. 1 / 1

61 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q5 The training areas most important to your development over the next two years would be: Answered: 6 Skipped: 0 Computer Software 33.33% Presentation Skills 33.33% Marketing Skills Leadership 50.00% Human Resources 33.33% Technical 16.67% Financial 16.67% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices Computer Software Presentation Skills Marketing Skills Leadership Human Resources Technical Financial s 33.33% % % % % % % 1 Total Respondents: 6 # Other (please specify) Date There are no responses. 1 / 1

62 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q6 I would like to recommend this program/tour for 2015: Answered: 6 Skipped: 0 # s Date 1 New UTSWMC Hospital 10/21/2014 3:34 PM 2 I enjoyed the tour a lot... Have you done a trolley tour? It's 75 min though... so I don't know how much time is allotted. 10/21/ :33 AM 3 n/a 10/21/ :30 AM 4 N/A 10/21/ :20 AM 5 Old Parkland Construction Site on Maple Ave 10/21/ :19 AM 6 NA 10/21/ :18 AM 1 / 1

63 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q7 I would like to recommend this roundtable discussion for 2015: Answered: 6 Skipped: 0 # s Date 1 Dealing with toxic/disgruntled employees 10/21/2014 3:34 PM 2 What kind of challenges do you face on a day to day basis? And how might one overcome these challenges? 10/21/ :33 AM 3 How to help improve Culture in your office. 10/21/ :30 AM 4 N/A 10/21/ :20 AM 5 Unknown 10/21/ :19 AM 6 Recruiting in a busy market. 10/21/ :18 AM 1 / 1

64 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q8 Would you be interested in writing an article or developing a White Paper for SDA? Answered: 6 Skipped: 0 Yes No % 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices Yes No s 0.00% % 6 Total 6 1 / 1

65 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q9 I would like to Chair a Committee in 2015: Answered: 6 Skipped: 0 Yes 33.33% No 66.67% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices Yes No s 33.33% % 4 Total 6 1 / 1

66 2014 Membership Survey - Please help improve SDA, and answer a quick survey. Your responses will provide valuable feedback for the retreat. SurveyMonkey Q10 I would like to be a member of a Committee in 2015: Answered: 5 Skipped: 1 Yes 60.00% No 40.00% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Answer Choices Yes No s 60.00% % 2 Total 5 Return to Top 1 / 1

67 Attachment 2-C

68 SDA Dallas is pleased to present: LEED v4 Green Associate Exam Preparation Webinar Series provided by GreenCE, Inc. 4 Sessions, 6:00 to 8:00 pm Tuesday, October 28 th and Thursday, October 30 th Tuesday, November 4 th and Thursday, November 6 th Course materials include a downloadable Study Guide, practice questions, and access to 8 hour recorded course. For more information regarding content, please see the GreenCE, Inc. website. Register using Eventbrite: OR RSVP by October 24, 2014 to Ruth Vandruff at ruth.vandruff@perkinswill.com / Telephone LOCATION Parsons Brinckerhoff 2777 N. Stemmons Fwy, #1600, Dallas, TX COST $50 for SDA Members and Parsons Brinckerhoff Employees $100 for Non-SDA Members 8 AIA HSW CE Hours Return to Top Our Why... We are passionate about the success of our members. We believe that as a group we are stronger, and that collaboration, knowledge and the creation of relevant lifelong connections empowers and drives the professional growth of our members. We accomplish this through Education, Networking, and Resources that focus on the specific needs of Management and Administrative professionals in the A/E/C industry. We are SDA Dallas!

69 Attachment 2-D

70 During the 2014 CANstruction Event, we asked TangoTab to assist with electronic voting for the People s Choice Award. They were glad to come up with an easy method to vote, and donate at the same time, using a cell phone.

71 Below are some examples of the advertising that the State Fair of Texas provided, as well as one created by our own Brooke Simcik.

72 Decanstruction Day arrived, and so did the People s Choice Award: Revolving Around Hunger.

73

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75 Attachment 2-E

76 SDA s 2014 Christmas Raffle ipad mini 3 Wi-Fi 16GB - Gold a $ value 1 ticket =$15 or 5 tickets = $25 (proceeds going to SDA s educational/scholarship fund) Starting now and ending December 15th, On December 16th, we ll have a drawing and the lucky ticket holder will win ONE ipad mini 3 Wi-Fi 16GB - Gold You may pay for your ticket(s) with cash, check, credit card! Make checks payable to SDA, and for credit card payments Ruth Vandruff at ruth.vandruff@perkinswill.com. Return to Top

77 Attachment 2-F

78 Selected SDA Dallas Website Pages The SDA Dallas website is an integral part of our Communication with our membership, and the general public. We offer you a view of what you ll see when you open The home page gives the viewer an idea of what SDA Dallas is about and a little history of the National Organization.

79 Our Current Events page keeps our members updated on upcoming calendar events and useful educational offerings. SDA Members The SDA Dallas Chapter is pleased to be able to offer a $500 grant this year as financial assistance to qualifying SDA members for the purpose of participating in educational programs during this year s EDSymposium14 in Nashville, Tennessee. When: 5/13/2014-5/17/2013 From 8:00 AM to 5:30 PM Where: Sheraton Nashville Downtown Hotel 623 Union Street Nashville, Tennessee United States Attending the SDA convention, or EDSymposium14, offers many educational sessions you will find beneficial to your career, in addition to opportunities for networking and reconnecting or making new friends from other chapters. I encourage you to check out the schedule of events which are posted on the national website at I have also attached the brochure for your reference. Please consider attending, and the application for the scholarship is attached. The deadline for submissions is March 13, Dallas EDSymposium14 Scholarship Application 2014

80 Our Resource Page includes links to informative websites that could be of assistance to the Professional Emphasis Groups (PEGs): Finance, Human Resources, Marketing, Office Administration, and Project Management. It also includes A/E/C Industry Links for easier access to information that can assist our members daily routines. Return to Top