FLORIDA ENGINEERING SOCIETY ADMINISTRATIVE POLICY AP No. 9F

 

BOARD OF DIRECTORS MEETING PROCEDURES AND RECORDS

 

General Background

 

The Board of Directors must consider all of the activities of the Society at its periodic meetings, and for efficient management must have an organized approach conforming to parliamentary procedure.  The following policy and procedures provide an organized approach to the conduct of business at the meeting, and provide members of the Board with an opportunity for study and discussion with their chapters and practice sections, allowing advance preparations for the meeting.  Adequate record must be kept of the activities of the Board.

 

The Board of Directors must consider and act upon all of the activities of the Society at its periodic meetings.  The Board does not wish to restrict the items coming before the Board or to limit the initiation of new ideas and activity by the functioning committees and practice sections of the Society.  The Board's approach to the conduct of the Society's affairs must be organized, must follow parliamentary procedure, and must allow adequate time for individual members of the Board to determine and formulate a chapter opinion prior to action and discussion at a meeting of the Board.  The committees and practice sections of the Society carry out the functions of the Society with periodic reports of their activities to the Board, and on occasion must request approval by the Board of action items, including policies and forthcoming activities.  Requests for action items may be presented separately of routine reports of activity.  Parliamentary procedure requires that a motion be placed on the floor prior to discussion of a required action item by the Board.  Therefore, the Board adopts the following policy.

 

Board Meetings

 

1.            Meetings shall be scheduled in advance, and appropriate notice given to the officers and members of the Society.

 

2.         The Executive Director shall coordinate the preparation of an agenda for each meeting.

 

3.         The meetings shall be conducted in accordance with parliamentary procedure as set forth in the latest edition of Roberts Rules of Order, particularly in that a motion must be on the floor prior to the discussion of a required action item (i.e., determination of a policy of the Society or approval of a proposed activity).  The Secretary of the Society shall serve as parliamentarian.


 

4.            Committees, practice sections, officers, etc., are encouraged to make regular reports of their activities.  Such reports should exclude discussion of required action items, which must be brought to the floor by statement of an appropriate motion.  At the conclusion of a report, motions for action items may be placed before the Board.

 

5.         Action items shall be presented in the format described hereinafter, a motion followed by the originator's discussion of the item.

 

6.         Items referred to the Board by the Executive Committee should be clearly identified in the minutes of the Executive Committee Meetings, attached as exhibits to the agenda of the Board meeting.  The discussion in the minutes should be adequate, and the item itself, in the form of a motion, should be clearly stated.  The motion form should be agendaed and exhibited under the appropriate subject item in the agenda of the Board of Directors and reference made of the Executive Committee recommendation.

 

7.         In order that the members of the Board may have sufficient time to review items of business to come before the Board for action, if an item has not been presented at least two (2) weeks prior to the meeting for which it is scheduled, and it is considered controversial by at least three members of the Board, the item may be tabled until Board members have had sufficient time for appropriate review.

 

Preparation for Meeting

 

1.            Committee chairmen and practice sections will be given a schedule of Board meetings at the beginning of the administrative year.  They shall plan and schedule their activities in such a manner as would allow the following.

 

2.         The Executive Director will, 45 days prior to the meeting, request committee reports, action items, etc., in particular, items previously scheduled as due at the meeting.

 

3.            Committees, practice sections, etc., should submit written reports including action items to the Executive Director at least 21 days prior to each meeting.  These will be attached as exhibits to the agenda for the meeting, and numbered to correspond to the agenda item.

 

4.            Preliminary agenda and exhibits will be distributed to Board members 14 days prior to the meeting, allowing their study and review.

 

5.            Discussion of action items and new business items received less than twenty-one (21) days before the date of the Board meeting may be taken up at the Board meeting as the last item of business, time permitting, before the scheduled time of adjournment.  Written reports not requiring Board action and received less than twenty-one (21) days prior to the meeting will be distributed to the Board with the final agenda at the Board meeting.

 

Committee Action Items

 

1.            Request for committee action items, (i.e., policy determinations, approval of new activities, etc.) shall be submitted as separate documents, each document limited to a single item.  In the event of a controversial item, it may be subdivided into several motions.  Forms are available from FES Headquarters for this purpose (see sample attached).

 

2.         The request will become an exhibit to be attached to the agenda of the meeting and should
             be as brief as possible.

 

3.         The format shall be:

 

            a.            Upper right corner:  EXHIBIT NO.     

 

            b. Top of page on left:  A heading indicating name of originator and date.

 

            c. The first item shall be a clearly stated motion, which must be placed on the floor through proper procedure.

 

            d. A heavy solid line shall be placed below the motion.

 

            e. Below the line, the originator should concisely discuss the reasons for the motion.  In the case of a major or controversial item, major factors for and against should be stated.

 

            f. After listing the reasoning for the action item, the originator should include information identifying the budgetary impact (s) of the motion.  In addition, information should also be included that references the motion to the applicable portion of the FES Strategic Plan.

 

4.            Committee chairman, or his designated committee representative, should be present at Board meetings when the Board will be considering an action item recommended by the committee.  This will provide Board members with an opportunity to discuss the matter under consideration with the committee chairman where additional information or clarification is desired.

 

Items Not on the Agenda

 

Items not on the agenda may be introduced at any time by a member of the Board with the concurrence of two-thirds of the members of the Board present at the meeting.

 

Consent Agenda

 

A consent agenda may be presented for action on two or more non-controversial items by one vote of the Board.  Board members shall be given the opportunity to request that an item(s) be withdrawn from the consent agenda and returned to the regular agenda.

 

Order of Business

 

The business of the Board shall be set forth in an agenda and conducted in the following order:

 

            1.            Convening of Meeting

            2. Consent Agenda

            3. Approval of Agenda

            4.            Approval of Minutes

            5.            Report of Officers

                                    State Officers

                                    National Officers

                                    Executive Director

            6.            Report of the Executive Committee

            7.            Standing Committees - Reports and Items for Consideration

            8.            Practice Sections - Reports and Items for Consideration

            9.            Special/Task Committees - Reports and Items for Consideration

            10.            Unfinished and/or Old Business

            11.            New Business

            12.            Information Items and Miscellaneous

            13.            Schedule of Future Board Meetings

            14.            Adjournment

 

The business of the Board shall be conducted in the order in which it appears in the agenda, except in the case of items on a consent agenda, or unless an exception to the order of business is approved by a majority of the Board members present at the meeting.

 

Minutes and Records

 

1.         The Executive Director will prepare minutes of the meeting summarizing the actions taken by the Board.  Minutes will be distributed without exhibits, which have been previously distributed. Minutes will be sent to members of the Board, chapter presidents and secretaries, and to committee chairmen.

 

2.         A record copy of the minutes, with all exhibits shall be kept at the Headquarters of the Society.

 

3.         Minutes may be shortened by reference to exhibits for statement of motions, etc.

 

4.         Minutes will be distributed as quickly as possible after the meeting.

 

5.         The Executive Committee is authorized to consider and act on items in the minutes that Board members may question or wish to have corrected.

 

                                    Approved by the FES Board of Directors

                                    May 21, 1971

 

                                    Amended by the FES Board of Directors

                                    December 9, 1983

                                    August 6, 1987

                                    August 5, 1993

                                    August 14, 1997

                                    May 17, 2002

 

 


                                                            EXHIBIT           1.3

                                                           DISTRIBUTED ON:            12/8/00           

 


 

 

 

      FLORIDA ENGINEERING SOCIETY

         ACTION ITEM

                FOR

BOARD OF DIRECTORS' CONSIDERATION

 

 

 

Originator

 

 

________________________________________                                                             

(Committee, Practice Section, etc.)

 

 

 

 _________________________________________                                                            

(Officer)

 

 

 

                                                                                     __________________________             

(Date Submitted)                                                       (Date Received FES Headquarters)

 

 

Motion to be Considered

 

 

 

_____________________________________________________________________________

 

 

Background Information and Reasons for the Motion

 

 

 

 

 

Budgetary Impact

Strategic Plan Reference