2018 March



Submit Nominations for HFES Awards by March 31

Attend "Fundamental Psychometric Approaches to Evaluating Metrics" Webinar on April 12

Submit HF/E Research on Mixed/Virtual Reality for the Human Factors Prize Between June 1 and July 16

Submit Nominations for FPE Ergonomics Practitioner of the Year Award by May 31

Resilience Week 2018 Call for Submissions


U.S. TAG to ISO/TC159/SC5 Seeks New Members

Coming to Philadelphia: Session Highlights
MARCH 15, 2018


Health-Care Symposium Attendance Still Climbing; Hotel Discount
Extended to March 21

Spread the Word: March 19 Health Care Webinar Is Free for Nonmembers Too

Submit Nominations for HFES Awards by March 31

Product Design Award Entries Due April 27

Resilience Week 2018 Call for Submissions

Call for Papers on Cyber Systems and Analytics


ErgoX Exoskeletons Symposium Features Afternoon Keynote Address by Sudhakar Rajulu

HFE WOMAN Seeks Volunteers for Awards Committee

HFES Online Career Center

FAQ for HFES Science Policy Fellowship Call for Applicants
By Mica R. Endsley, Chair, Government Relations Committee

Funding Opportunity: NSF Releases Solicitation for Future of Work at the Human - Technology Frontier: Advancing Cognitive and Physical Capabilities (FW-HTF)
By Lewis-Burke Associates, LLC

MARCH 8, 2018


Date Extended! Reserve Your Room by March 15 for Health-Care Symposium Discounted Hotel Rate

NASA RFI on Topics in Human Health Countermeasures, Human Factors,
and Behavioral Performance


March 19 Webinar on User Interfaces for Health Care Environments Is Free to All

ErgoX Exoskeletons Symposium Kicks Off With Keynote by Bruce

Hotel Reservations Now Available for the 2018 Annual Meeting

MARCH 1, 2018


Apply for the Newly Created HFES Science Policy Fellowship Program by March 30

Hotel Rooms Added! Reserve by March 8 for Health-Care Symposium Discounted Rate


HFES Financial Audit Report

OERC Research Funding Request

MARCH 29, 2018

U.S. TAG to ISO/TC159/SC5 Seeks New Members

Over the past two years, ISO/TC159/SC5 – Ergonomics of the Physical Environment has been conducting strategic planning activities that have resulted in an expansion of the standardization work that SC5 will be doing in the future. Prior to this, the focus of most SC5 work was the physiological responses to, and perceptions of environmental elements like noise, temperature, lighting, and vibration. Although some of this work continues, especially in the area of thermal comfort, the SC is moving into standardization topics is related to the effects of the physical environment on human performance, as well as ergonomic aspects of the design of physical environments.


Therefore, the U.S. Technical Advisory Group (TAG) to ISO/TC159/SC5 is looking to add new members who are knowledgeable in these areas. U.S. TAG members are responsible for reviewing and commenting on documents that come from SC5, and voting to establish the U.S. position on those documents. The workload is fairly light (5-8 documents per year, and they tend to be short). No travel to meetings is required; the TAG meets only a few times per year, via short conferences calls, to consider the U.S. position on documents. Below are four new projects that are just getting started in ISO/TC159/SC5:


ISO/NP 23454-1 – Human performance in physical environments – Part 1: A performance framework


ISO/NP 23451 – Ergonomics of the thermal environment – Working practices in hot working environments: Strategy for risk assessment and management


ISO/NP 14505-4 - Ergonomics of the thermal environments in vehicles – Part 4 – Determination of the equivalent temperature by means of a numerical manikin


ISO/NP 23456-1 – Dynamic signs in physical environments – Part 1: General requirements


If you have an interest or expertise in one or more of these topics, and would like to join the U.S. TAG to ISO/TC159/SC5, please send a copy of your resume/vita to Daryle Gardner-Bonneau (JDNBonneau@charter.net).

Students and anyone interested in learning about how the world of technical standards works can get some valuable experience as a TAG member. Additionally, if you have ideas for a new standard in the area of ergonomics of the physical environment, the U.S. TAG is the place to initially propose those ideas for consideration by SC5.

Coming to Philadelphia: Session Highlights


Mark your calendars for the 2018 International Annual Meeting of the Human Factors and Ergonomics Society, October 1-5, Philadelphia Marriott. We’ll be featuring a number of sessions and presentations you won’t want to miss. Plus, this year working parents will have the option to arrange for child care. Details will be provided when registration opens, which is estimated for June 25.

The preliminary program will be online in June. In the meantime, take a look at these opportunities for knowledge exchange and networking:

Monday, October 1

Wednesday, October 3

  • User Experience Day

  • Posters With Fellows

  • Technical Group Networking and Business Meetings

Not Yet Scheduled

  • NEW! Practitioner Track, featuring practice-oriented presentations and guest speaker Charles Mauro on practitioner-generated human factors engineering innovations in the age of Apple v. Samsung

  • Women and Power Panel with leadership coach Laura Steffan

  • Integrating Social and Behavioral Sciences Within the Weather Enterprise: The National Academies Board on Human System Integration Panel

  • Town Hall: Patient-Centered Human Factors and Ergonomics sponsored by the Health Care Technical Group

  • HFES Technical Standards Update

MARCH 15, 2018

ErgoX Exoskeletons Symposium Features Afternoon Keynote Address by Sudhakar Rajulu

On Monday, October 1, Sudhakar Rajulu will present his keynote, "Ergonomic Assessment of a Spacesuit Exoskeleton: From The Perspective of Population Analysis, Fit, Accommodation, Comfort, and Performance." ErgoX Symposium: Exoskeletons in the Workplace - Assessing Safety, Usability, & Productivity is a full-day event featuring presentations, demonstrations, and exhibits highlighting current work in this emerging domain.

Rajulu will discuss the evaluation of an exoskeleton as a necessity to ensure a successful, safe, and comfortable deployment into a workplace with a wide range of users. He will present a comprehensive approach undertaken by the Anthropometry and Biomechanics Facility at NASA to assess and improve the design of a pressurized spacesuit being worn by astronauts for microgravity and partial gravity environments. He will also present the necessary essential steps on how to evaluate prototypes of a complex ensemble such as a spacesuit exoskeleton for a large user population with potentially limited test subjects' data.

Sudhakar Rajulu

  Sudhakar Rajulu​

Sudhakar Rajulu is serving as Technical Manager for the Anthropometry and Biomechanics Facility within the Biomedical Research and Environmental Sciences Division of the NASA-Johnson Space Center. His research is focused on establishing and ensuring that all space hardware and tools are designed to fit, accommodate, and enable all crewmembers, and to that extent has developed and continues to develop novel techniques, methods, tools, and processes to derive necessary human physical performance related requirements and considerations. His areas of expertise include: occupational biomechanical assessment of human physical performance in reduced and earth gravity environments which include: hand strength capabilities, pressurized suit and glove performance, whole body mobility capabilities, three-dimensional surface anthropometry related to crew-space hardware design and evaluation, and digital human modeling, Dr. Rajulu serves on the Scientific Board for IEA sponsored International Human Digital Modeling as well as on the Program Board for the HCI sponsored International Digital Human Modeling Committee. He also serves on the International Ergonomics Journal review board.

Organized in cooperation with the ASTM International Committee on Exoskeletons and Exosuits F48, the ErgoX exoskeleton symposium will bring together professionals to share their knowledge, experience, and goals. Bookmark the Web site for updates on the rest of the ErgoX Symposium program and registration details.

HFES thanks Platinum Sponsor Liberty Mutual Insurance and Gold Sponsor Boeing, as well as ASTM and other sponsors, for their support for this year’s ErgoX Symposium.


HFE WOMAN Seeks Volunteers for Awards Committee

Human Factors and Ergonomics Women’s Organization for Mentorship And Networking (HFE WOMAN) is looking for a few good volunteers to serve on the awards committee. Committee members should be mid- to late-career HFES members. Duties include reviewing nomination packages and attending meetings via telecom or video chat. 

This committee will meet several times over the next few months in preparation for the HFES Annual Meeting in October. 

If you are interested in serving on this committee, please send your contact information and CV to the chair, Julia Wright, at HFEWOMANAwards@gmail.com.

HFES Online Career Center

Spending too much time looking for qualified candidates? Find them here...right at your fingertips.


Don't rely on monster-sized job boards for finding the best candidates for your organization. Instead of having your inbox inundated with unrelated, irrelevant résumés, find highly qualified HF/E professionals with the skills and experience you're looking for at the HFES Online Career Center.


If you are an employer seeking full or part-time staff or interns, HFES offers an online Career Center exclusive to the dynamic HF/E field. What better place to find the best professionals than right here in the Society?


For information about cost-sensitive posting, searching the résumé database, or complimentary internship posting, visit the HFES Online Career Center today.


Save the Date! The On-Site Career Center will take place October 1–4, during the HFES Annual Meeting in Philadelphia, PA.


The On-Site Career Center provides an outstanding opportunity for employers and job seekers to meet informally and in prearranged interviews.


Candidates looking for a job or seeking new career opportunities are encouraged to post their résumés and search for jobs in the Online Career Center. This service is for HFES members only.

FAQ for HFES Science Policy Fellowship Call for Applicants

By Mica R. Endsley, Chair, Government Relations Committee

We are pleased with the interest that is being shown in joining the HFES Science Policy Fellowship Program (SPF), which was announced on March 1. Below are some quick FAQs to help interested candidates. Also, this is a reminder that application materials should be sent to lois@hfes.org by March 30, 2018. Further questions may be addressed to me at mica@satechnologies.com.

Q: What can I expect to learn from this experience?
A: Participants will learn how to provide effective outreach on human factors and ergonomics, how to craft an effective message, and how to work with government agencies and legislators to promote HF/E research and its application. The HFES Government Relations Committee has ongoing subcommittees working in the areas of health care, defense and security, space, aviation, occupational ergonomics and safety, transportation, and energy and the environment. SPF graduates will develop expertise in the policy-making process, effective advocacy, and impactful outreach that will serve both HFES and themselves professionally in the future.

Q:What is the time commitment? Do I need release time from my job?
A: Aside from the one day of training at the Annual Meeting, to be conducted by Lewis-Burke Associates, and a two-day Capitol Hill visit in the spring, most other participation will be in the form of monthly phone calls and discussions on e-mail. No other release time should be involved.

Q: What needs to be included in the statement of interest?
A: The statement of interest is free-form and should express why you are interested in the outreach area, including government relations, and what you might hope to learn or achieve.

Q: What kind of support is provided?
A: HFES will fund the Washington Capitol Hill Day travel (hotel and airfare) and the training day at the Annual Meeting (one night hotel only, not airfare). 

Funding Opportunity: NSF Releases Solicitation for Future of Work at the Human - Technology Frontier: Advancing Cognitive and Physical Capabilities (FW-HTF)

By Lewis-Burke Associates, LLC

On March 9, the National Science Foundation (NSF) released a solicitation for “Future of Work at the Human - Technology Frontier: Advancing Cognitive and Physical Capabilities (FW-HTF).” FW-HTF is one of NSF's 10 Big Ideas and is focused on convergent research to better understand and advance the human-technology partnership. This solicitation is the “centerpiece” of the FW-HTF Big Idea; focus areas within the solicitation may change on an annual basis.


FW-HTF is a cross-NSF activity that involves the Directorates for Social, Behavioral and Economic Sciences (SBE); Computer and Information Science and Engineering (CISE); Education and Human Resources (EHR); Engineering (ENG); and the Office of Integrative Activities (OIA). The solicitation consists of two themes:

  1. Foundations for Augmenting Human Cognition

  2. Embodied Intelligent Cognitive Assistants

Proposals are directed to consider the broad implications for FW-HTF advances on multiple scales as well as education and training issues. The solicitation directs proposals to be creative, collaborative, and multi-disciplinary and to identify potential contributions toward:

  1. “transforming the frontiers of science and technology for human performance augmentation and workplace skill acquisition;

  2. improving both worker quality of life and employer financial metrics;

  3. enhancing the economic and social well-being of the country; and

  4. addressing societal needs through research on learning and instruction in the context of augmentation.”

Projects under Theme 1: Foundations for Augmenting Human Cognition, should focus on fundamental questions related to human cognitive systems in the work context to advance new knowledge in science, engineering, and education. "Projects may also incorporate meaningful research collaborations in which hardware or software testbeds co-evolve with, and synergistically inform, augmentation of human cognition." Specifically, projects should support fundamental research on how human cognition can be “bolstered” with advanced technology and how work and society can be improved


Projects under Theme 2: Embodied Intelligent Cognitive Assistants, must aim to improve the quality of life for workers as well as employer economic metrics. Intelligent Cognitive Assistants (ICAs) are defined as external electronic devices, informed by the human brain with the aim of enhancing human capabilities. This theme includes support to develop devices and systems, and utilizes “machine learning and artificial intelligence algorithms, advanced multimodal sensing and high bandwidth communications capabilities.” Within the solicitation, “Embodiment refers to the integration of perception and action in response to environmental and/or user stimuli. Theme 2 proposals must focus on (e-ICA) devices and systems that combine both perception and response.” Examples of platforms or systems in which e-ICAs could be embodied include: “self-driving cars, communication systems, power grids, chemical processes and manufacturing plants, medical devices, transportation networks, smart homes, buildings and infrastructure, classrooms or other educational environments, aircraft and ships, and industrial or personal robots.”


Proposals must demonstrate the fundamental nature of the project and why it is distinct from development research supported by industry and by other funding agencies. International and industrial partnerships are welcomed, along with proposals from minority-serving and predominantly undergraduate institutions. Proposals are invited for:

  • Small Awards of $750,000 to $1.5million for three to five years

  • Large Awards of $1.5 million to $3 million for three to five years

Eligibility: There are no organization limits for this solicitation, but an individual may participate as PI, Co-PI, or Senior Personnel on only one proposal.


Due Date: Letters of Intent are due April 16, 2018. Full proposals are due June 4, 2018.


Total Funding and Award Size: Up to $27 million total funding is anticipated for this solicitation to support up to 24 awards; including up to 16 Small Awards and up to eight Large Awards.


Sources and Additional Background:

Lewis-Burke Associates LLC, a leading Washington, DC-based government relations and consulting firm, represents the public policy interests of scientific societies and institutions of higher education. Lewis-Burke's staff of about 20 government relations professionals works to promote the federal research and policy goals of HFES and the HF/E community.

MARCH 8, 2018

March 19 Webinar on User Interfaces for Health Care Environments Is Free to All

A series of free webinars for members and nonmembers organized by the Outreach Division launches with “Designing Effective User Interfaces for Health Care Environments” on Monday, March 19, from 12:00 to 1:00 p.m. Eastern time. Registration is now open at https://zoom.us/webinar/register/WN_dBb_4J9aTNSGf4Od6K57Zg.

The webinar features distinguished speakers addressing three areas of health care human factors/ergonomics: meaningful sounds for effective hospital alarms, user-centered design of health care technology, and user-centered design of displays in hospital settings. Webinar series organizer Andy Dattel, Embry-Riddle Aeronautical University, will moderate.

Daryle Gardner-Bonneau

     Daryle Gardner-

Daryle Gardner-Bonneau, Bonneau & Associates, will talk about current work by Judy Edworthy on improving the design of medical device alarms in hospitals, which will become part of the international standard IEC standard on alarm design for medical devices (IEC 60601-1-8). This presentation briefly describes Edworthy’s work and what we can expect to see in the new Annex. The presentation will emphasize the importance of making sounds meaningful to listeners and the factors (masking, localization, etc.) that must be considered to develop a recognizable, discriminable set of alarm signals for use in medical devices.

Shilo Anders

         Shilo Anders

The presentation by Shilo Anders, Vanderbilt University, will address how user-centered design (UCD), in focusing on improving technology while incorporating users and their processes into initial design, can benefit the entire lifecycle of health care technology. Anders will explore the ways in which UCD and, more broadly, human factors engineering can be applied within a large medical center. The focus will be on better understanding the systems’ users, processes, and technology.

Shilo Anders Mary Beth Privitera


Mary Beth Privitera, HS-Design, will explain how visually displayed information is critical to clinical decision making within the intensive care unit and the operating room. Her presentation will walk listeners through examples of informational displays within each environment in order to demonstrate the ergonomics challenges as a result of independent device design. In essence, each device is intended to provide individual information, which may or may not conform to consistent color coding or information organization and, as a result, relies on the user to piece together the bits of information that are critical to clinical decision making. The results presented are the conclusion of an immersion program and intended to highlight the challenging cognitive load physicians undergo when working in these challenging environments. The audience will gain an appreciation for the user experiences and justification for applied human factors in interface design, as this is the guiding element for critical care situations.


ErgoX Exoskeletons Symposium Kicks Off With Keynote by Bruce Floersheim

On Monday, October 1, Bruce Floersheim will present his keynote, “Wearable Robotic Systems: Global Landscape and Opportunities.” ErgoX Symposium: Exoskeletons in the Workplace - Assessing Safety, Usability, & Productivity is a full-day event featuring presentations, demonstrations, and exhibits highlighting current work in this emerging domain.

Floersheim will talk about how wearable robotic systems are quickly changing the realm of possibility with regard to optimizing human performance and improving physical rehabilitation. He will present an overview of the ecosystem of wearable robotics, provide a picture of global development and growth, and look at possibilities and issues of concern that will impact the future of the ergonomics and human factors profession in the next decade.

Bruce Floersheim

   Bruce Floersheim

Bruce Floersheim is chief operations officer and cofounder of GoX Studio (www.goxstudio.com), a small product development company focused on wearable and robotic technologies that enhance health, performance, and quality of life. Currently he is supporting execution of a human performance optimization product commercialization to provide ergonomists with the next generation of quantitative assessment tools to assess and enhance workplace safety and human performance. He is also chief executive officer and cofounder of FITT Scientific, a government contracting (govcon) services company that has grown in 36 months from the two original founders to more than 160 employees working across both coasts of the United States supporting training at U.S. Army and U.S. Coast Guard bases. In his spare time, he is director of operations for the Wearable Robotics Association (WearRA – www.wearablerobotics.com), a trade association he cofounded that helps to bring together businesses, U.S. government program leaders, innovators, and technologies in this emerging technical field to establish international standards and to link buyers with sellers. He previously served 25 years on active duty in the U.S. Army, with 5 years in overseas assignments and operational and combat tours. He has a PhD in mechanical engineering and is a graduate of West Point, Class of 1989.

Organized in cooperation with the ASTM International Committee on Exoskeletons and Exosuits F48, the ErgoX exoskeleton symposium will bring together professionals to share their knowledge, experience, and goals. Bookmark the Web site for updates on the rest of the ErgoX Symposium program and registration details.

HFES thanks Platinum Sponsor Liberty Mutual Insurance and Gold Sponsor Boeing, as well as ASTM and other sponsors, for their support for this year’s ErgoX Symposium.


Hotel Reservations Now Available for the 2018 Annual Meeting

This year’s headquarters hotel for HFES 2018 is the Philadelphia Marriott Downtown, 1201 Market Street. The hotel is a one-minute walk from Reading Terminal Market, where you can dine and shop in a historic setting, and less than a mile from the Liberty Bell and Independence Hall.

The HFES attendee rate is $239 per night for single or double accommodation. This rate expires on September 9, 2018, or when the block sells out, whichever occurs first. Book your room at https://aws.passkey.com/go/Humanfactors2018.

MARCH 1, 2018

HFES Financial Audit Report

The Human Factors and Ergonomics Society's 2016 audited financial report, received by Secretary-Treasurer Carolyn M. Sommerich, was prepared by Lawrence R. Mitchell & Company. The firm audited the following statement of assets and liabilities – cash basis – of the Human Factors and Ergonomics Society (a nonprofit organization) at December 31, 2016, and the related statements of revenues and expenses – cash basis, and of changes in fund balance – cash basis, for the 12 months then ended. These financial statements are the responsibility of the Human Factors and Ergonomics Society's management. The firm's responsibility is to express an opinion on these financial statements based on its audit.


To the Board of Directors of The Human Factors and Ergonomics Society:

We have audited the accompanying financial statements of The Human Factors and Ergonomics Society (a nonprofit organization), which comprise the statement of assets, liabilities, and net assets—modified cash basis as of December 31, 2016, and the related statement of support, revenue, and expenses and changes in net assets—modified cash basis for the year then ended, and the related notes to the financial statements. 


Management’s Responsibility for the Financial Statements

Management is responsible for the preparation and fair presentation of these financial statements in accordance with the modified cash basis of accounting as described in Note 1; this includes determining that the modified cash basis of accounting is an acceptable basis for the preparation of the financial statements in the circumstances. Management is also responsible for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. 

Auditor’s Responsibility

Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. 

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. 

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.



In our opinion, the financial statements referred to above present fairly, in all material respects, the assets, liabilities, and net assets of The Human Factors and Ergonomics Society as of December 31, 2016, and its support, revenue, and expenses for the year then ended in accordance with the modified cash basis of accounting as described in Note 1. 

Basis of Accounting

We draw attention to Note 1 of the financial statements, which describes the basis of accounting. The financial statements are prepared on the modified cash basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the United States of America. Our opinion is not modified with respect to this matter. 

Lawrence R. Mitchell & Company 

Certified Public Accountants 



Current assets




Prepaid meeting expenses


Investments                                                                                                                                    $509,923

Total current assets


Total assets


Liabilities and Net Assets

Current liabilities


Deferred registration income


Total liabilities



Net assets




Total net assets


Total liabilities and net assets 




Individual memberships 


Member services




Technical Standards





                         $27, 185

Total revenues



Publication expenses


Member services 


Meeting expenses


HFES Institute


Committees and officers




General and administrative


Total expenses


Net decrease in net assets


Net assets

Net assets, beginning of year 


Prior period adjustments (Note 6)


Net assets, end of year 



1. Summary of significant accounting policies 

This summary of significant accounting policies of The Human Factors and Ergonomics Society (the Organization) is presented to assist in understanding the Organization’s financial statements. 

Nature of the Organization 

The Human Factors and Ergonomics Society (the Organization) was formed, on May 20, 1993, as a California nonprofit corporation exempt from federal and state income taxes. The Organization is an interdisciplinary organization of professional workers concerned with the role of humans in complex systems, the design of equipment and facilities for human use, and the development of environments for comfort and safety. The membership is composed of psychologies, engineers, physiologists, and other scientists from the United States of America and around the world. The Organization also promotes research and the application of human factors in the design, development, use and evaluation of machines, systems, environments and devices. 

Basis of accounting 

The accompanying financial statements have been prepared on the modified cash basis of accounting. That basis differs from accounting principles generally accepted in the United States of America primarily because the Organization has not recognized balances, and the related effects on earnings, of accounts receivable and of accounts payable.

Restricted and unrestricted revenue and support 

Contributions received are recorded as unrestricted, temporarily restricted, or permanently restricted support, depending on the existence and/or nature of any donor restrictions. Support that is restricted by the donor is reported as an increase in unrestricted net assets if the restriction expires in the reporting period in which the support is recognized.

Cash and cash equivalents 

For purposes of the statement of cash flows, cash equivalents include time deposits, certificates of deposit, and all highly liquid debt instruments with original maturities of three months or less. There were no cash equivalents at December 31, 2016. 


Investments consist primarily of investments in marketable equity and debt securities and certificates of deposit.

Investments in equity and debt securities are measured at fair value in the statement of assets, liabilities and net assets – modified cash basis. The realized and unrealized gain or loss on investments is reflected in the statement of support, revenues and expenses – modified cash basis.

Investments in certificates of deposit with original maturities of greater than three months and remaining maturities less than one year are classified as short-term certificates of deposit. Investments in certificates of deposit with remaining maturities greater than one year are classified as long-term certificates of deposit.

Credit risk 

Financial instruments, which potentially subject the Organization to concentrations of credit risk, consist principally of temporary cash investments and receivables. 

Temporary cash investments 

The Organization places its cash and temporary cash investments with high credit quality institutions. The balances in these accounts frequently exceed the FDIC federally insured amount of $250,000. The Organization had $165,000 of uninsured cash deposits at December 31, 2016. 

Income tax status 

The Organization is classified as a Section 501(c)(3) organization under the Internal Revenue Code of 1986 and Section 23701(d) of the California Revenue and Taxation Code. However, income from certain activities not directly related to the Organization’s tax-exempt purpose is subject to taxation as unrelated business income. In addition, the Organization is classified as an organization that is not a private foundation under Section 509(a)(2) of the Internal Revenue Code. 


The process of preparing financial statements in conformity with generally accepted accounting principles requires the use of estimates and assumptions regarding certain types of assets, liabilities, revenues, and expenses. Such estimates primarily relate to unsettled transactions and events as of the date of the financial statements. Accordingly, upon settlement, actual results may differ from estimated amounts. 

Subsequent events 

The Organization has evaluated subsequent events through February 5, 2018, the date which the financial statements were available to be issued. There were no subsequent events noted that would require adjustment to or disclosure in these financial statements.


2. Investments 
Investments in certificates of deposit 

Following is a summary of certificates of deposit at December 31, 2016:

Certificate of deposit 

Maturity date 

Term Rate Cost Fair Value

One West Bank


6 months 0.548% $10,000 $10,046

One West Bank


6 months 0.548% $10,000 $10,101

One West Bank


6 months 0.548% $20,000 $20,095

One West Bank


6 months 0.548% $10,000 $10,092

One West Bank


6 months  0.55% $20,000 $20,130

Citizens Bank


N/A 0.7% $100,000 $100,023

Total certificates of deposit

      $170,000 $170,487


Subsequent to year-end, certificates of deposit with costs totaling $50,000 were renewed. The remaining $120,000 of certificates of deposit was converted to cash. 

Investments in debt and equity securities 

Following is a summary of debt and equity investments at December 31, 2016: 


Shares/Face Value Security Fair Value


American Europacific Grw F1 



Invesco Growth & Income C



Pimco High Yield C



Pimco Total Return C



Vanguard Star Fund



Vanguard Star Fund



Exxon Mobil Corp


Total investment in equity securities 



3. Fair value measurements 

ASC 820, Fair Value Measurements and Disclosures, established a framework for measuring fair value. That framework provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (level 1 measurements) and the lowest priority to unobservable inputs (level 3 measurements). 


The three levels of the fair value hierarchy under ASC 820 are described as follows: 

Level I – Inputs to the valuation methodology are unadjusted quoted prices for identical assets or liabilities in active markets that the plan has the ability to access. 

Level II – Inputs to the valuation methodology include 

  • Quoted prices for similar assets or liabilities in active markets; 

  • Quoted prices for identical or similar assets or liabilities in active markets; 

  • Inputs other than quoted prices that are observable for the asset or liability; 

  • Inputs that are derived principally from or corroborated by observable market data by correlation or other means. If the asset or liability has a specified (contractual) term, the level 2 input must be observable for substantially the full term of the asset or liability. 

Level III – Inputs to the valuation methodology are unobservable and significant to the fair value measurement.

The asset or liability’s fair value measurement level within the fair value hierarchy is based on the lowest level of any input that is significant to the fair value measurement. Valuation techniques used need to maximize the use of observable inputs and minimize the use of unobservable inputs.

Following is a description of the valuation methodology used for assets measured at fair value. There have been no changes in the methodologies used at December 31, 2016.

Common stock and mutual funds: Valued at the closing price reported on the active market on which the individual securities are traded.

The preceding method described may produce a fair value calculation that may not be indicative of net realizable value or reflective of future fair value. Furthermore, although the Organization believes its valuation method is appropriate and consistent with other market participants, the use of different methodologies or assumptions to determine the fair value of certain financial instruments could result in a different fair value measurement at the report date.

The following table sets forth by level, within the fair value hierarchy, the Organization’s investments at fair value as of December 31, 2016: 



Level 1

Level 2

Level 3


Mutual Funds


$      -

$      -


Common Stock


$      -

$      -




$     - 

$     - 


Total realized and unrealized gain or loss on investments in debt and equity securities was $17,514 during the year ended December 31, 2016, which is included in the miscellaneous revenue in the statement of support, revenues and expenses.

The carrying amounts of the Organization’s financial instruments, including cash, certificates of deposits and deferred registration income approximate their fair values due to their short-term nature. 

4. Leases 

The Organization leases its administrative facility under a month-to-month operating lease agreement. Rental expense in connection with this operating lease was $60,725 for the year ended December 31, 2016. 

5. Retirement plan 

The Organization’s employees participate in a defined contribution retirement plan. The plan covers all full time employees with two years of service. The plan provides for an employer contribution of 10% of compensation of participants, for the first three years in the plan, and 12.5% of participant compensation thereafter. For employees with compensation in excess of $100,000, the employer contribution is capped at 10% of participant compensation. The Organization made contributions to the plan totaling $61,530 during 2016.

6. Prior period adjustment 

The Organization inadvertently omitted several accounts it has with financial institutions maintained by the Organization’s subgroup. Additionally, the Organization had inadvertently accrued estimates of liabilities at December 31, 2015. Following is the summary of the prior period adjustment at December 31, 2016:





Certificates of deposit


Investments in debt and equity securities


Reversal of estimated accrued liabilities




OERC Research Funding Request

The Office Ergonomics Research Committee (OERC) has prepared a revised list of research topics of interest, and is issuing a request for proposals for research projects to be funded during 2019. A more complete description of how to prepare a proposal, along with the list of research topics, can be found on the OERC website: http://oerc.org/
. All proposals must be submitted to OERC by June 30, 2018.

Please send proposals or any questions to Michelle Robertson, OERC Executive Director, at director@oerc.org.