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Membership

Page history last edited by Simon Goerger 14 years, 10 months ago

 

MORS MEMBERSHIP COMMITTEE

Meeting MORS Members' OR Professional Needs!

2009-2010 Membership Committee Chair: Simon.Goerger@us.army.mil

Page Owner: mark.gallagher@pentagon.af.mil.

 

2009-2010 Membership Committee Timeline (As of 27 August 2009)

 

2009 Membership Survey Results (TBP - Jan '10)

 

2009-2010 Membership Committee Tasks  

 

  • Conduct MORS 2010 Fellow Nomiation Process
  • Conduct Annual MORS Members Survey
  • MORS/MAS Membership and Publications Collaboration
    • Draft and Present MORS-MAS Strategic Plan and Vision
  • MORS Organization Survey (for senior organization manager with 5 or more analysts)
  • Review and Recommend Updates to MORS International Membership Policy
  • Work with MORS Office Staff to Update/Enhance Membership Database
  • Encourage MORSians to Join MORS Group on LinkedIn
  • Review and Recommend Updates to MORS Membership Benefits
  • Review and Recommend Updates to MORS Membership Recruitment Incentive(s)
  • Review and Recommend Updates to MORS "New" Member Package and Distribution Procedures
  • Review and Recommend Updates to MORS Membership Metrics Collection, Analysis, and Archiving
  • Review and Recommend Updates to MORS Prospectus Membership Advertisement
  • Enhance Volunteer Recognition Program
  • Review New Member and Longevity Recognition Program

 

2009-2010 Sponsor and Executive Committee Questions for Membership Committee

 

  • What is the value of being a MORS member?
  • MORS Symposium: 
    • Who is missing?  
    • Who should be targeted?  
  • Membership Renewal Rate:
    • What is the right membership renewal rate? 
    • What is an appropriate metric?
  • Should MORS consider renewals starting from the same say each year (e.g 1 Jan, 1 June, or 1 Oct)?  Or does MORS consider monthly renewal dates (same date each month)?

 


 

2008 Membership Survey Results

  2008 Membership Survey Results.pdf and  2008 Membership Survey Written Comments.doc

You may input your comments and conclusions from the survey here (Just click edit and type): 

 

2008-2009 Membership Committee Tasks

Nominate Fellows

Fix membership database

Initiate metics collection, analysis, and archiving

Prepare prospectus member package or advertisement

Establish new member package and distribution procedures

Prepare list of membership benefits

Establish member recruitment incentive (a member who recruits a new member gets an extension to his membership)

MORS individual/members survey

MORS organization survey (for senior organization manager with 5 or more analysts)

MORS organizational introduction

MORS Professional societies introduction and interface survey

Develop volunteer recognition program

Establish quarterly organization/society updates (newsletter or e-mail)

Establish new member and longevity recognition (list names in Phalanx and webpage)

Advertise MORS Group on LinkedIn

Allow uncleared and international membership

 


Pat Allen, while Chair of the Membership Committee, led a survey of which and how MORS should engage other professional societies.  The summary of their conclusion is  Membership Interations with Other Socieities.doc.  This year's Membership Committee needs to take action on these recommendations.

 


 The Five-Year Plan calls for the Membership Committe to conduct an annual individual and organziational survey.  The responses for the 2007 individual survey are  MORS 2007 Individual Survey Results.pdf.  The analysis of these results is  Membership 2007 Survey Analysis.doc.

 

Both individual and organization 2008 surveys will contain four parts: 1) demograhpic data, 2) standard ratings of MORS products (consistent from year to year for trend analysis), 3) evaluation of implemented or proposed initiatives, and 4) solicitation of comments.  The results of the 2008 survey are at the top of this wiki page.


 Value of Membership

 

The membership committee needs to ensure the benefits of MORS are clearly articulated.  Some ideas for the 2007-2008 committtee are contained in this briefing.   Membership - Adding Value to MORS Membership.ppt

 

Another draft list of benefits includes:

* Reduced rates at MORS meetings and the annual Symposium held in June

* Quarterly newsletter, The Phalanx, that provides information on Society

events and up to date information on current analytic issues important to

national security

* Access to a special "members only" section of the website where members

can network and job opportunities are posted (OK, I'm dreaming a bit here!)

* Subscription to the MORS Journal, a peer reviewed professional journal on

operations research techniques (OK, we still need to make this happen. As

others have suggested, might be online as part of the "members only"

section.)

* A lapel pin (Don't underestimate the value of swag!)

* The professional pride that comes along with belonging to the premier

organization supporting the use of operations research in national security

matters and joining others in supporting this important endeavor.


 Why does MORS charge for Membership?

 

The Federal Government cannot pay for federal employee membership, either directly or indirectly, as either part registration fee or an overhead charge on the contract.  Pursuant to Title 5 United States Code Section 5757(a), federal agencies payment of fees for voluntary memberships in organizations of already-credentialed professionals is prohibited. (See http://www.gao.gov/decisions/appro/302548.htm for GOA ruling and discussion.)  Section 5946 of Title 5, United States Code, prohibits, with stated exceptions, the expenditure of appropriated funds to pay the membership dues of Federal employee- in a society or association.  (See http://www.gao.gov/products/117641 for GOA ruling.)   

 

The Army published a clear prohibition as follows:

2 JTR PARA. C9009 (CHANGE 86, DECEMBER 1, 1972)

"1. GENERAL. ONLY THOSE EXPENSES NECESSARY TO ACCOMPLISH THE PURPOSE OF THE ATTENDANCE MAY BE AUTHORIZED OR APPROVED FOR REIMBURSEMENT. REGISTRATION FEES OR SIMILAR FEES, WHICH ARE A CONDITION PRECEDENT TO ATTENDANCE AT SUCH MEETING, ARE REIMBURSABLE EXPENSES (26 COMP. GEN. 53). FEES AND DUES REQUIRED FOR MEMBERSHIP OF OFFICERS AND EMPLOYEES OF THE GOVERNMENT IN SOCIETIES AND ASSOCIATIONS ARE NOT PAYABLE FROM APPROPRIATED FUNDS UNLESS SUCH PAYMENT IS AUTHORIZED BY SPECIFIC LEGISLATION. THIS PROHIBITION DOES NOT PRECLUDE A FEDERAL AGENCY OR ACTIVITY FROM PAYING MEMBERSHIP FEES OR DUES FROM APPROPRIATED FUNDS WHEN THE MEMBERSHIP IN A SOCIETY OR AN ASSOCIATION IS DETERMINED TO BE IN THE INTEREST OF THE GOVERNMENT AND THE MEMBERSHIP IS IN THE NAME OF THE AGENCY OR ACTIVITY AND NOT IN THE NAME OF AN OFFICER OR EMPLOYEE (31 COMP. GEN. 398; 33 COMP. GEN. 126). EXPENSES FOR ENTERTAINMENT, SOCIAL EVENTS, AND OTHER PERSONAL ITEMS OF EXPENSE IN CONNECTION WITH ATTENDANCE AT MEETINGS ARE NOT REIMBURSABLE EXCEPT WHEN THEY ARE INSEPARABLE FROM ATTENDANCE AT THE FUNCTIONS OF THE MEETING.

 

MORS cannot charge, either directly or through overhead, membership costs to the government contract.  A company is not prohibited from incurring unallowable costs, but they cannot be recovered either directly or indirectly under federal government contracts.  Unallowable costs include:

     A. Advertising Costs are allowable only if they are necessary to meet the requirements of the contract peformance.

     B. Public Relations Costs are unallowable except for (1) costs specifically required by government contracts, (2) cost of communicating with the public and press pertaining to specific accomplishments which result from government contracts or (3) costs of conducting communication and liaison necessary to keep the public informed on matters of public concern such as notices of awards, financial matters, etc.

     C. Alcoholic Beverage Costs are unallowable.

     P. Membership Costs in Civic, Community Organizations, Country Clubs or Social or Dining Clubs are unallowable.  (See http://smalltofeds.blogspot.com/2007/04/unallowable-costs-under-federal.html for a complete list.)

 

The GOA ruling B-300826 on Mar 3, 2005addresses agency or their contracts ability to charge fees at sponsored conference.  The issue was particularly related to food and whether the agency had statutory athority to charge fees at all.   The CompGen opinion (B-306663, January 4, 2006) relies heavily on the Miscellaneous Receipts Statute, which requires the Government to deposit to the Treasury any moneys it receives without deduction for any charge or claim. GAO cites both its own and Federal judicial decisions that the Miscellaneous Receipts Statute stands for the proposition that an agency is precluded from diverting to a contractor any amounts the contractor receives on behalf of the Government. GAO reiterated its position that an agency may not charge an attendance fee, nor permit its contractor to do so.  

 

http://www.dod.mil/dodgc/defense_ethics/resource_library/2007Deskbook/5ECC_TAB_O_Conference_Sponsorship_and_Planning.doc

DoD now has statutory authority to collect conference fees (10 U.S.C. § 2262).  On February 12, 2007, the Undersecretary of Defense (Comptroller) issued preliminary authority permitting DoD agencies to collect conference fees.  The Comptroller will issue future guidance in the Financial Management Regulation concerning accounts and reporting.  See the subsection immediately below for DoD SOCO guidance on fee collection.  The Military Departments have not yet issued further clarifying guidance. 

Fees.  Because receipts that exceed costs must be turned over to the Treasury as miscellaneous receipts, the totality of the fees (attendance, vendor, and other) should be structured so as not to exceed the anticipated costs of the conference.

Attendance Fees:  DoD may charge attendees, including individual Government personnel, attendance fees.  DoD may charge different rates for DoD personnel, other Federal and state government personnel, and others.  Be sure, however, to avoid any preferential treatment among NFEs. 

Conference Costs:.  Conference costs may include the costs and fees (including reasonable profit) associated with a contract to administer, coordinate, or manage the conference, including the collection of fees.  Such costs are subject to separate reporting to Congress, and must be reasonable and within common business practice.  Any amount collected by the contractor that exceeds a reasonable conference expense must be deposited with the DoD conference account and deposited into the Treasury as miscellaneous receipts.  This authority does not supplement any other existing authority to pay conference costs and does not authorize the payment of any costs other than those currently authorized.  See, e.g., Chapter 4, Part C of the JFTR

Mementos.  There is no authority to expend appropriated funds for such items as T-shirts, mugs, or other conference souvenirs.  The Army Office of General Counsel has opined that a memento of nominal value may be purchased with appropriated funds and provided to non-DoD speakers. 

Gifts of such mementos offered by outside sources, if they are appropriate and qualify under gift acceptance statutes and regulations, may be accepted either by the agency (10 U.S.C. § 2601) or by attendees (5 C.F.R. § 2635, subpart B).

 

Why doesn't MORS give membership at no costs?  First, it would be a gift that exceeds the value that Federal employees can accept.  Second, MORS is a non-profit organization that needs to maintain expenses less than revenue.  If the contract and meeting registrations exclude membership costs, then MORS needs to get those funds from somewhere.  Membership fees appear more appropriate for a professional society, than bake sales and cookie sales.   

 

 

 

Comments (1)

David Spoerl said

at 11:02 am on Jul 16, 2008

How many students at AFIT and NPS are student members of MORS? Then how can we influence them to become regular members after graduation?

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