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Skyscraper Security Mgt.
Administration Mgt. Section II Part V
Skyscraper Security
Mgt. Rise Access
High
Control Procedures
By, Richard Garrity

This presentation is proprietary
information and can’t be copied or
reproduced in any fashion without
consent from the publisher owner.
Information Disclosure:
Before we begin this
comprehensive analysis of
security administration mgt. it is
important to note that any and all
references to private business
entities was while this instructor
was employed with them, either
directly or indirectly. All
documents and reports illustrated
were authored solely by Richard
Garrity during that course of
employment. Nothing sensitive or
confidential has been disclosed.
Skyscraper Security Mgt.
Purpose and definition:
This second part of security
administration management will
focus primarily on the business
aspects of your program, training,
and the standard operating
procedures manual enhancement.
This training module is designed
to give security account
managers a more concise
direction in the development of
their administrative structure,
training programs, and client/
tenant relations.
This power point presentation will
focus on 9 areas of discussion:
1. The Quarterly business review
2. The security services contract
3. The Sarbanes Oxley Act- 2002
4. SEIU union contract- relations
5. Quarterly Refresher Training
6. Standard Operating Procedures
7. Managing cardholder database
8. Employee personnel files
9. 6 month Staff exam site testing
10. Client relations- above/ beyond
Business Quote of the day:

6
Business Quote of the day:
“A business absolutely devoted
to supreme service and superior
customer service will only have
one worry about profits. They
will be embarrassingly large”…
Henry Ford
7
The Quarterly Business Review:

8
The Quarterly Business Review:

9
Quarterly Business Review:
The quarterly business review is a
comprehensive and lengthy
financial review of your security
program. The primary focus of
this meeting is to bring the client
up to date on monthly billing,
billable overtime, added coverage,
and current staffing needs. Other
aspects of your weekly and
monthly reports can be integrated
into the quarterly meeting.
Quarterly Business Review:
The quarterly business review
should be conducted and created
by committee. The committee
usually consists of you the
manager, the assistant security
manager, the district manager, the
senior property manager, and the
junior property manager. All final
drafts on the quarterly review
should be approved by your
district manager, first.
Quarterly Business Review:
Your financial report should
contain the following:
1. Weekly standard billable hours
2. Weekly billable overtime
3. Weekly non-billable overtime
4. Weekly added coverage- you
must differentiate between
client and tenant requests for
additional coverage
5. Training hours- billable
6. Training hours- non-billable
Quarterly Business Review:
Your financial report should
contain the following:
6. Monthly price sheets to verify
officer wage rates (if applicable)
7. Invoice Aging Report- for
receivables over 60 days
8. Potential over billing
9. Resolution to client complaints
concerning disputed billable OT
10. Monthly & quarterly totals of
your weekly calculations
Quarterly Business Review:
The quarterly business review is also
a good time to address and discuss
the following operational topics:

1. Security staffing concerns
2. Poor performance by some
3. Equipment failures on the
property, like broken cameras or
the need for more of them.
4. Discussion of serious incidents
5. Ways to reward personnel who
are doing an outstanding job
During your QBR, the client will have
questions. Make sure you have answers.
The right ones.

15
The client contract for service

16
Reading the fine print….
SECURITY GUARD SERVICES AGREEMENT
THIS AGREEMENT made effective as of the _____ day of ______________,
BETWEEN:
[NAME OF PROPERTY MANAGER]
- and [NAME OF SECURITY GUARD COMPANY]
WHEREAS, Manager requires professional security and protective services for
its premises located at
___________________________ [insert name and description of building(s)];
AND WHEREAS, Contractor represents that it is professionally qualified, able
and ready to provide such services
NOW THEREFORE THIS AGREEMENT WITNESSES that in consideration of
the covenants and premises contained in this Agreement, the parties hereto
agree as follows:
“Building” means the Building municipally known as
________________________ and located at
______________________________________, [city], [province/territory].
“Manager” means [NAME OF MANAGER].
17
“Owner”
Reading the fine print….
The security services contract or
agreement between your
company and the building client/
owner is a document that literally
sets the tone for your site security
program. It outlines in specific
terms what services are to be
provided, billing stipulations,
uniform standards, liability
clauses, expense burdens, and
other business related line items.
Reading the fine print….
Security Managers and or
Security Directors should have a
copy of the security services
agreement at their site. The
agreement should be in hardcopy
form and locked in a safe area
with access to such document
limited to you only. The
agreement should never be sent
or stored in “electronic version”
for security reasons.
Contract compliance….
The security contract agreement
should be thoroughly read and
understood so that account
security mgt. is fully aware of the
expected procedural requirements
of said agreement. There maybe
actions or violations of the
contract that can occur and your
not aware your violating said
conditions of the agreement.
Contract compliance….
Some clauses in the contract can
even result in financial sanctions
to the company if they are
violated. Serious violations to the
signed agreement could even
mean loss of the contract. If you
do not get access to the current
contract on file, then make every
effort to communicate with your
district manager as to site
specifics relevant to the contract.
Contract compliance….
Some standard important
examples & questions of
contract compliance:
1. Does your contract allow
billable new hire training?
Most do not.
2. Generally, a client has to give
48-72 hour notice on requests
for additional security coverage
to avoid billable overtime.
Contract compliance….
3. Often, client PM’s are hit with
last minute construction details
or tenant requests for immediate
security coverage. If a client
property manager has not been
able to make the 48-72 hour
request contractual window, and
the detail last longer than a
week, how long do you typically
keep billing the client at the
overtime rate?
Contract compliance….
The answer is…..
Usually for one week. After
that it is mutual that
continued OT billing is not
fair to the client as the detail
is running an extended
period and the company has
now had time to try and
properly staff at non-OT.
Contract compliance….
4. Generally the contract between
the company and the client will
require that a client give at least
24 hour notice (regardless of
billable or non billable OT) when
requesting additional coverage or
special details, which is only fair
to the contractor as they need
time and resources to properly fill
the requested amount of
coverage.
Contract compliance….
However, even if this is written in
stone, it is never enforced. If a
client PM needs immediate extra
coverage, even if it is with say, 2
hours notice, then the security
team will work tirelessly to honor
and fill the added coverage
request. That is called going
above and beyond the call of duty.
That simply, is great customer
service and public relations.
I mean seriously, are you really
going to say NO to your client
PM because they requested
coverage under the 24 hour
rule? I don’t think so!!
Other contract mandates can
consist of but not limited to:
1. Does your client contract require
monthly or quarterly refresher ERT
training classes?
2. Does your client contract require
yearly or bi-annual CPR/AED/ First Aid
certifications?
3. Does your client contract require
nightly or weekly field inspections of
your facility or personnel?
4. Does your client contract expressly
forbid staff personnel from applying or
being hired by the client company?
Other contract mandates can
consist of but not limited to:
If your current security services
contract does require that security
personnel be certified in CPR/AED?
First Aid, is that additional training
billable to the client? Generally, yes.
These are all very important
questions & aspects of your security
services contract to insure you are in
full compliance of the language and
spirit of that legal, binding contract.
Not to mention that proper billing to
the client and healthy profits to the
company are some of your top
priorities as a successful corporate
security account manager.
Business Tip- If you knowingly
transmit payroll via a computer or fax
that has inflated billing or shifts that
were never filled, you are committing
wire fraud. That is, a felony.
Healthy profits sustain a company. That is
very important. However, never lose sight of
your commitment to quality as well.

31
Sarbanes-Oxley Act of 2002

32
What is Sarbanes-Oxley?
The Sarbanes–Oxley Act of 2002
enacted July 30, 2002, also known as the
'Public Company Accounting Reform
and Investor Protection Act' or SOX, is a
U.S. federal law that set new or
enhanced standards for all U.S. public
company boards, management and
public accounting firms. It is named
after sponsors U.S. Senator Paul
Sarbanes and U.S. Rep. Michael G.
Oxley.

33
What is Sarbanes-Oxley?
As a result of SOX, top management
must now individually certify the
accuracy of financial information. In
addition, penalties for fraudulent
financial activity are much more severe.
Also, SOX increased the independence
of the outside auditors who review the
accuracy of corporate financial
statements, and increased the oversight
role of boards of directors.

34
What is Sarbanes-Oxley?
The bill was enacted as a reaction to a
number of major corporate and
accounting scandals including those
affecting Enron, Tyco International,
Adelphia, Peregrin Systems and
WorldCom. These scandals, which cost
investors billions of dollars when the
share prices of affected companies
collapsed, shook public confidence in
the nation's securities markets.

35
Truth in transparency.
How does the Sarbanes-Oxley Act
apply to you, the security manager?
It very well applies as you are part
of the management team that
generates and transmits weekly
payroll figures that shape and
influence the company’s overall
financial projections on any given
time or fiscal period.

36
Truth in transparency.
If your company is a publicly traded
corporation and these payroll
figures are false, misleading, or
incorrect, then the company’s
financial officers will be posting
inaccurate projected numbers
which will create severe impacts
and consequences to the company,
their investors, and their reputation.

37
Your weekly and or monthly billing
reports mean more than you think..

38
The SEIU union

39
The SEIU contract/ preamble
The SEIU contract/ preamble
In January of 2009, Boston and
parts of the metro Boston area
were unionized by the outfit
known as the SEIU 615 union.
Since then, other areas of the
country have unionized as well. At
this point, it is not an industry
wide process. Mainly high rise
office towers, large shopping
centers, and universities have
been unionized for now.
The SEIU contract/ preamble
Security supervisors, managers,
and directors should be fully and
well rehearsed on the union
contract, preamble, and the
articles therein. Managers should
have a copy of these documents
and completely understand the
pure dynamics involved with
managing a unionized security
force, no matter how big or how
small.
The SEIU contract/ preamble
Security Managers must also
remember that they do not
answer to the union in any way,
shape, or form. Are we
committed to working with the
union to effectively work out
solutions to problems?
Unequivocally, Yes! Positive
relations with union members,
delegates, and shop stewarts can
only improve the program.
The SEIU contract/ preamble
The number one rule in dealing
with any union in regards to
employee performance concerns
and challenges, is
documentation of said
employee’s performance. If you
have poor or lacking
documentation, then don’t even
bother lacing up for the fight,
because you will lose, and the
company could potentially lose
at arbitration hearings- costly.
The SEIU contract/ preamble
It is equally important to know
that new hires can not be
compelled by the union to join it.
New hires have the option to “opt
out” if they wish. They would still
be entitled to the standard union
wage set at your account, but
they waive any and all union
protections, grievances, and
arbitration hearings.
The SEIU contract/ preamble
Additionally, you shall never
pressure or coerce a new hire to
opt out of the union program,
you can only simply advise them
of their “right” to do so. To
coerce any new employee to
decline entering the union is
illegal. So once again, insure you
that your well versed on the
union contract and the line item
specifics.
The SEIU contract/ preamble
As for documentation.
Document, Document, Document
all performance infractions,
tardiness, insubordination, and
other unacceptable behaviors.
Never engage in a witch hunt,
that will backfire. Simply
document sub standard
performances and you will be
just fine. Not to mention DUA
unemployment hearings.
The SEIU union preamble

48
The SEIU union- Article 1

49
The SEIU union- Article 2

50
Quarterly Refresher Training:

51
Developing the
“best and the brightest”

52
Quarterly Refresher Training:
Security account managers and
or security directors should take
a continued vested interest in the
development and education of
their security personnel. Some of
this development is in the form of
refresher training every 3
months. Refresher training or
even introducing specific training
presentations (like this one) on
various life safety topics is
Quarterly Refresher Training:
a smart and proactive program
to keep your developing
personnel fully up to speed and
educated on some of the most
challenging situations they may
come across while in the
performance of their daily duties.
Refresher training on some
safety issues simply serves to
“remind” them of exactly what
they are suppose to do when
Quarterly Refresher Training:
confronted with serious and
potentially serious dangerous,
life threatening situations that
can happen at anytime and with
no warning. This is when their
training comes into play and will
dictate exactly how they react
and respond. How one is initially
trained and how one is
continually trained will control
their effectiveness and instincts.
Quarterly Refresher Training:
The following slides are
recommended suggestions for
topics to be developed and
presented at your account.
Always, when presenting any
refresher training to security
personnel, keep your property
management team members in
the loop and if possible have
them in attendance when
conducting such presentations.
Quarterly Refresher Training:
In addition to the training,
security managers when
completed with the training
presentation shall document in
the individual employee’s site file
that said training was completed.
A training matrix of all personnel
and the topics covered should be
recorded with confirmation sent
to the district manager keeping
them updated on development.
Fire Life Safety:

58
Customer Service Skills:

59
Legal Authority/ Uniforms

60
Conflict Resolution:

61
Access Control Procedures:

62
Key Control Protocols:

63
Elevator Entrapments:

64
Emergency Evacuations:

65
Handicap Evacuations:

66
Civil Demonstrations:

67
Detecting Suicide Bombers:

68
Bomb Threat Response:

69
Workplace Violence:

70
Sexual Harassment:

71
Staff personnel who refuse to complete
refresher or life safety training shall be
removed from the schedule.

72
The SOP Manual:

73
The SOP Manual:
The security operations manual
(SOP) is the administrative brain
of your security operations
program. It is in a sense, your
bible of sorts. When in doubt
about a particular procedure,
always reach for the SOP as a
reference tool to answer
procedural questions that
sometimes your not sure of.
The SOP Manual:
Security personnel are not
expected to remember or
memorize every aspect of the
SOP, it is simply too big and
long. However, security
managers should insure that
staff personnel are on a periodic
basis updating themselves with
the contents of the site SOP. The
SOP should be methodically
updated and revised annually.
The SOP Manual:
One of the first pages in your
site SOP should be an
acknowledgement form that
security personnel can sign and
date that states they have read
and fully understand the
contents of the standard
operating procedures manual.
Staff personnel should
additionally be tested twice a
year on the content specifics of
The SOP Manual:
The following criteria listed will
give you, the security manager,
guidance on exactly what should
be in a security operations
manual. The listed line items do
not necessarily have to be in the
same order when developing
your own procedures manual. It
is equally vital that all final drafts
are approved by your district
manager and the site client.
Putting it together….

78
The SOP Manual contents:
1. Cover page & introduction
2. Welcome letter to employees
3. S/O & Supervisor shift duties
4. Introduction to the Prop. Team
5. Tenant population- locations
6. Tenant contact numbers
7. Telephone employee list
8. Client & emergency phone list
9. Building identification rules
10. Access Control system
11. Building camera system
The SOP Manual contents:
12. Adding new cardholders into
the access control system
13. Building key control protocols
14. Loading dock procedures/ times
15. Lobby/ Podium post duties
16. Front desk procedures
17. Patrol tours & detex tours
18. Master detex tour button listing
19. Expected standards- uniforms
20. Expected standards- smoking
21. Parking enforcement rules
The SOP Manual contents:
21. Fire emergency response
22. Elevator malfunctions
23. Elevator entrapments
24. Fire panel trouble alerts
25. Evacuation plan & drills
26. Police response to the property
27. Bomb Threat Response
28. Detecting Suicide Bombers
29. Suspicious package detection
30. Medical emergency response
31. Maintenance emergencies
The SOP Manual contents:
32. Power surge/ outage procedure
33. Emergency notification tree
34. Civil demonstrations/ picketing
35. General patrol techniques
36. Report writing/ daily reports
37. Incident report documentation
38. Telephone/ reception guidelines
39. Limitations of authority
40. Code of Conduct rules/ ethics
41. Blank Incident report/ daily
42. Blank master site forms
A required SOP insert:
Wanted Flyers:
Wanted Flyers:
Wanted notices, on-site legal
restraining orders, and Boston
Police BRIC type bulletins
shall be posted in the security
office or behind the main desk
out of the public’s view. These
are sensitive materials for your
eyes only. Especially BRIC
updates which are unclassified
documents, but generally not
for public release or scrutiny.
Managing your access
cardholder database

86
Cardholder database
Security managers should keep
constant tabs on the building
access control cards that are
currently active in your system.
Audit protocols should be in
place to delete old, terminated, or
unused access cards from the
tenant and base building
database. This is especially
critical in respect to past or
terminated employees.
Cardholder database
Audit reports of your access
cardholder database should be
conducted every 3-6 months. If
you should detect a card that is
“active” that you feel should be
“inactive”, compile a brief report
and forward to the property
manager. Any access cards that
show no activity for a period of 6
months or more, shall be purged
from the database.
Cardholder database
On a monthly basis, an audit
should be conducted and a
report generated on who exactly
has “master access” to the
building. If you detect an
individual who has master
access that should not, report
your findings to the property
manager immediately. Delete
said access or downgrade as
instructed by the PM team.
Cardholder database
When you receive notifications
to delete an access card from the
system, NEVER actually delete
the cardholder information,
“DISABLE” the card for now.
This is vital as in the event that
the former employee’s access
history is needed for whatever
reason, it will be on file. Disabled
employee cards should however,
be deleted after 1 year.
Cardholder database
One of the most important
functions of your access
cardholder database audits is a
simple one. It is to basically
clean up the system from unused
or expired cards. This
contributes greatly to freeing up
memory space and making the
system more efficient. All audit
revisions should be compiled in
a brief report to the property
Cardholder database
On a weekly basis, if
required by your property
team, compile an audit report
of all new tenant employee
access cards that were
issued during that time
period. The report should
also contain the access
levels that were assigned.
Example of a detailed
access card request form:

93
Example of a detailed
access card request form:

94
On-Site Personnel Files

95
What belongs and what doesn't

96
Employee personnel files should be
maintained at your account. There
maybe a master file at the branch
office, but individual employee
shadow files must be maintained and
regularly updated when needed. Site
shadow files contain crucial
information and documentation of
one’s performance as well as actions
of disciplinary caution.
Employee site account personnel
files should contain these documents:
1.
2.
3.
4.
5.
6.
7.
8.
9.

A copy of the employee’s application
Emergency contact information
All training documentation (CPR etc.)
Updated contact information
Verbal counseling/ written warnings
Career development
Accomplishments/ awards
Yearly performance evaluations
Change of status reports (COS)
Employee site account personnel files
should NOT contain the following:
1.
2.
3.
4.
5.

Copies of military DD214’s
Criminal background checks
Reference verifications
Credit report checks
Driving history reports
These sensitive documents will be
maintained at the district office.
Security Officer & Supervisor
semi-annual site testing:

100
Semi-annual site testing:
Security account management
should on a semi-annual basis,
administer a comprehensive, in
depth, and site specific exam to all
security personnel & supervisors.
This could be on a yearly continuum,
but semi-annual is strongly
recommended as memories do tend
to fade over time.
Semi-annual site testing:
The site exam can and should
include all aspects of your security
program, including basic
procedures, emergency procedures,
tenant specifics & locations, and
other areas of your program that
only you know best. The site
procedures exam should be a
minimum of 50 questions.
Semi-annual site testing:
The exam should not be designed
like a bar exam, but it should not be
anything near “easy” or generic as
well. It should be designed and
created with challenging the
employee’s knowledge of certain site
critical protocols. The challenge
translation is, to “test” that
employee’s information retention.
Semi-annual site testing:
The exam should not be solely
created in a multiple choice format.
Multiple choice can be challenging,
but for the most part multiple choice
does not offer definitive knowledge
of the test material at hand, even if
they get it right. Multiple choice
gives an edge. So, your exam format
should have some , but not all.
Semi-annual site testing:
Point blank questions that ask for a
specific answer or explanation are
more difficult to complete, and
without question give the test
examiner a clear picture as to who is
falling behind in the program when
test grades are completed. Answers
to point blank questions can’t be
fudged or guessed.
Posting of Test scores:
Exams should be graded and posted
within 2-3 days, no longer. It is vital
that identifying failing grades so that
the employee can be re-tested ASAP.
Some who have failed may object to
their grades being posted for view.
Everyone’s grade will be posted in
the form of a confidential memo.
Posting of Test scores:
Posting of all grades is fair to all. The
posting of failing grades does not
serve to embarrass anyone, we do not
operate that way. However, it does
serve to motivate them to improve and
pass the required educational
mandates and it also serves to
motivate them before they take the
exam with that prior knowledge.
The exam format & questions:
The exam format & questions:
The exam format & questions:
Page 1-1

110
The exam format & questions:
Page 1-2

111
The exam format & questions:
Page 2-1

112
The exam format & questions:
Page 2-2

113
The exam format & questions:
Page 3-1

114
The exam format & questions:
Page 3-2

115
The exam format & questions:
Page 4-1

116
The exam format & questions:
Page 4-2

117
The exam format & questions:
Page 5-1

118
The exam format & questions:
Page 5-2

119
The exam format & questions:
Page 6-1

120
The exam format & questions:
Page 6-2

121
The exam format & questions:
Page 7-1

122
The exam format & questions:
Page 7-2

123
The exam format & questions:
Page 8

124
Site Exams: Don’t forgot to invite
your Property Mgt. Team~

125
Or that other important person.
Your district manager!!

126
If you feel that all these forms and documents
are overwhelming, they are not. They all serve
a very important purpose.

127
Can your current security
services program make this
claim? It is quite bold to make
such an assertion. Is your
program, your staff, at that
service level?
Important qualities that shapes and
defines today’s high rise corporate
security manager

129
Two of your top AM priorities:
Healthy client/ tenant relations~

130
There are no “slumps” in
this industry, ever…

131
Your building property management
team, the client, expects nothing but the
best from you. Sometimes you may feel
they demand too much from you. That is
because they believe you can do it and
that your capable of delivering exactly
what they seek, the best service and
performance available.
132
If your willing to step up to the
plate and consistently hit home
runs, your property mgt. team
will be your biggest and most
appreciative fans. So,
disappointing or failing them is
not an option on this Team~
133
Someone is counting on you.

134
Make your client Team proud!

135
“A security manager who thinks
like a property manager is one
who reaps the most to be gained
and succeeds without
interruption”- Richard Garrity
136
Have questions? Please ask~

137
Thank you for attending
today’s presentation~

138

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Skyscraper Security Mgt- Administration Mgt. Section II Part V

  • 2. Skyscraper Security Mgt. Rise Access High Control Procedures By, Richard Garrity This presentation is proprietary information and can’t be copied or reproduced in any fashion without consent from the publisher owner.
  • 3. Information Disclosure: Before we begin this comprehensive analysis of security administration mgt. it is important to note that any and all references to private business entities was while this instructor was employed with them, either directly or indirectly. All documents and reports illustrated were authored solely by Richard Garrity during that course of employment. Nothing sensitive or confidential has been disclosed.
  • 4. Skyscraper Security Mgt. Purpose and definition: This second part of security administration management will focus primarily on the business aspects of your program, training, and the standard operating procedures manual enhancement. This training module is designed to give security account managers a more concise direction in the development of their administrative structure, training programs, and client/ tenant relations.
  • 5. This power point presentation will focus on 9 areas of discussion: 1. The Quarterly business review 2. The security services contract 3. The Sarbanes Oxley Act- 2002 4. SEIU union contract- relations 5. Quarterly Refresher Training 6. Standard Operating Procedures 7. Managing cardholder database 8. Employee personnel files 9. 6 month Staff exam site testing 10. Client relations- above/ beyond
  • 6. Business Quote of the day: 6
  • 7. Business Quote of the day: “A business absolutely devoted to supreme service and superior customer service will only have one worry about profits. They will be embarrassingly large”… Henry Ford 7
  • 10. Quarterly Business Review: The quarterly business review is a comprehensive and lengthy financial review of your security program. The primary focus of this meeting is to bring the client up to date on monthly billing, billable overtime, added coverage, and current staffing needs. Other aspects of your weekly and monthly reports can be integrated into the quarterly meeting.
  • 11. Quarterly Business Review: The quarterly business review should be conducted and created by committee. The committee usually consists of you the manager, the assistant security manager, the district manager, the senior property manager, and the junior property manager. All final drafts on the quarterly review should be approved by your district manager, first.
  • 12. Quarterly Business Review: Your financial report should contain the following: 1. Weekly standard billable hours 2. Weekly billable overtime 3. Weekly non-billable overtime 4. Weekly added coverage- you must differentiate between client and tenant requests for additional coverage 5. Training hours- billable 6. Training hours- non-billable
  • 13. Quarterly Business Review: Your financial report should contain the following: 6. Monthly price sheets to verify officer wage rates (if applicable) 7. Invoice Aging Report- for receivables over 60 days 8. Potential over billing 9. Resolution to client complaints concerning disputed billable OT 10. Monthly & quarterly totals of your weekly calculations
  • 14. Quarterly Business Review: The quarterly business review is also a good time to address and discuss the following operational topics: 1. Security staffing concerns 2. Poor performance by some 3. Equipment failures on the property, like broken cameras or the need for more of them. 4. Discussion of serious incidents 5. Ways to reward personnel who are doing an outstanding job
  • 15. During your QBR, the client will have questions. Make sure you have answers. The right ones. 15
  • 16. The client contract for service 16
  • 17. Reading the fine print…. SECURITY GUARD SERVICES AGREEMENT THIS AGREEMENT made effective as of the _____ day of ______________, BETWEEN: [NAME OF PROPERTY MANAGER] - and [NAME OF SECURITY GUARD COMPANY] WHEREAS, Manager requires professional security and protective services for its premises located at ___________________________ [insert name and description of building(s)]; AND WHEREAS, Contractor represents that it is professionally qualified, able and ready to provide such services NOW THEREFORE THIS AGREEMENT WITNESSES that in consideration of the covenants and premises contained in this Agreement, the parties hereto agree as follows: “Building” means the Building municipally known as ________________________ and located at ______________________________________, [city], [province/territory]. “Manager” means [NAME OF MANAGER]. 17 “Owner”
  • 18. Reading the fine print…. The security services contract or agreement between your company and the building client/ owner is a document that literally sets the tone for your site security program. It outlines in specific terms what services are to be provided, billing stipulations, uniform standards, liability clauses, expense burdens, and other business related line items.
  • 19. Reading the fine print…. Security Managers and or Security Directors should have a copy of the security services agreement at their site. The agreement should be in hardcopy form and locked in a safe area with access to such document limited to you only. The agreement should never be sent or stored in “electronic version” for security reasons.
  • 20. Contract compliance…. The security contract agreement should be thoroughly read and understood so that account security mgt. is fully aware of the expected procedural requirements of said agreement. There maybe actions or violations of the contract that can occur and your not aware your violating said conditions of the agreement.
  • 21. Contract compliance…. Some clauses in the contract can even result in financial sanctions to the company if they are violated. Serious violations to the signed agreement could even mean loss of the contract. If you do not get access to the current contract on file, then make every effort to communicate with your district manager as to site specifics relevant to the contract.
  • 22. Contract compliance…. Some standard important examples & questions of contract compliance: 1. Does your contract allow billable new hire training? Most do not. 2. Generally, a client has to give 48-72 hour notice on requests for additional security coverage to avoid billable overtime.
  • 23. Contract compliance…. 3. Often, client PM’s are hit with last minute construction details or tenant requests for immediate security coverage. If a client property manager has not been able to make the 48-72 hour request contractual window, and the detail last longer than a week, how long do you typically keep billing the client at the overtime rate?
  • 24. Contract compliance…. The answer is….. Usually for one week. After that it is mutual that continued OT billing is not fair to the client as the detail is running an extended period and the company has now had time to try and properly staff at non-OT.
  • 25. Contract compliance…. 4. Generally the contract between the company and the client will require that a client give at least 24 hour notice (regardless of billable or non billable OT) when requesting additional coverage or special details, which is only fair to the contractor as they need time and resources to properly fill the requested amount of coverage.
  • 26. Contract compliance…. However, even if this is written in stone, it is never enforced. If a client PM needs immediate extra coverage, even if it is with say, 2 hours notice, then the security team will work tirelessly to honor and fill the added coverage request. That is called going above and beyond the call of duty. That simply, is great customer service and public relations.
  • 27. I mean seriously, are you really going to say NO to your client PM because they requested coverage under the 24 hour rule? I don’t think so!!
  • 28. Other contract mandates can consist of but not limited to: 1. Does your client contract require monthly or quarterly refresher ERT training classes? 2. Does your client contract require yearly or bi-annual CPR/AED/ First Aid certifications? 3. Does your client contract require nightly or weekly field inspections of your facility or personnel? 4. Does your client contract expressly forbid staff personnel from applying or being hired by the client company?
  • 29. Other contract mandates can consist of but not limited to: If your current security services contract does require that security personnel be certified in CPR/AED? First Aid, is that additional training billable to the client? Generally, yes. These are all very important questions & aspects of your security services contract to insure you are in full compliance of the language and spirit of that legal, binding contract.
  • 30. Not to mention that proper billing to the client and healthy profits to the company are some of your top priorities as a successful corporate security account manager. Business Tip- If you knowingly transmit payroll via a computer or fax that has inflated billing or shifts that were never filled, you are committing wire fraud. That is, a felony.
  • 31. Healthy profits sustain a company. That is very important. However, never lose sight of your commitment to quality as well. 31
  • 33. What is Sarbanes-Oxley? The Sarbanes–Oxley Act of 2002 enacted July 30, 2002, also known as the 'Public Company Accounting Reform and Investor Protection Act' or SOX, is a U.S. federal law that set new or enhanced standards for all U.S. public company boards, management and public accounting firms. It is named after sponsors U.S. Senator Paul Sarbanes and U.S. Rep. Michael G. Oxley. 33
  • 34. What is Sarbanes-Oxley? As a result of SOX, top management must now individually certify the accuracy of financial information. In addition, penalties for fraudulent financial activity are much more severe. Also, SOX increased the independence of the outside auditors who review the accuracy of corporate financial statements, and increased the oversight role of boards of directors. 34
  • 35. What is Sarbanes-Oxley? The bill was enacted as a reaction to a number of major corporate and accounting scandals including those affecting Enron, Tyco International, Adelphia, Peregrin Systems and WorldCom. These scandals, which cost investors billions of dollars when the share prices of affected companies collapsed, shook public confidence in the nation's securities markets. 35
  • 36. Truth in transparency. How does the Sarbanes-Oxley Act apply to you, the security manager? It very well applies as you are part of the management team that generates and transmits weekly payroll figures that shape and influence the company’s overall financial projections on any given time or fiscal period. 36
  • 37. Truth in transparency. If your company is a publicly traded corporation and these payroll figures are false, misleading, or incorrect, then the company’s financial officers will be posting inaccurate projected numbers which will create severe impacts and consequences to the company, their investors, and their reputation. 37
  • 38. Your weekly and or monthly billing reports mean more than you think.. 38
  • 40. The SEIU contract/ preamble
  • 41. The SEIU contract/ preamble In January of 2009, Boston and parts of the metro Boston area were unionized by the outfit known as the SEIU 615 union. Since then, other areas of the country have unionized as well. At this point, it is not an industry wide process. Mainly high rise office towers, large shopping centers, and universities have been unionized for now.
  • 42. The SEIU contract/ preamble Security supervisors, managers, and directors should be fully and well rehearsed on the union contract, preamble, and the articles therein. Managers should have a copy of these documents and completely understand the pure dynamics involved with managing a unionized security force, no matter how big or how small.
  • 43. The SEIU contract/ preamble Security Managers must also remember that they do not answer to the union in any way, shape, or form. Are we committed to working with the union to effectively work out solutions to problems? Unequivocally, Yes! Positive relations with union members, delegates, and shop stewarts can only improve the program.
  • 44. The SEIU contract/ preamble The number one rule in dealing with any union in regards to employee performance concerns and challenges, is documentation of said employee’s performance. If you have poor or lacking documentation, then don’t even bother lacing up for the fight, because you will lose, and the company could potentially lose at arbitration hearings- costly.
  • 45. The SEIU contract/ preamble It is equally important to know that new hires can not be compelled by the union to join it. New hires have the option to “opt out” if they wish. They would still be entitled to the standard union wage set at your account, but they waive any and all union protections, grievances, and arbitration hearings.
  • 46. The SEIU contract/ preamble Additionally, you shall never pressure or coerce a new hire to opt out of the union program, you can only simply advise them of their “right” to do so. To coerce any new employee to decline entering the union is illegal. So once again, insure you that your well versed on the union contract and the line item specifics.
  • 47. The SEIU contract/ preamble As for documentation. Document, Document, Document all performance infractions, tardiness, insubordination, and other unacceptable behaviors. Never engage in a witch hunt, that will backfire. Simply document sub standard performances and you will be just fine. Not to mention DUA unemployment hearings.
  • 48. The SEIU union preamble 48
  • 49. The SEIU union- Article 1 49
  • 50. The SEIU union- Article 2 50
  • 52. Developing the “best and the brightest” 52
  • 53. Quarterly Refresher Training: Security account managers and or security directors should take a continued vested interest in the development and education of their security personnel. Some of this development is in the form of refresher training every 3 months. Refresher training or even introducing specific training presentations (like this one) on various life safety topics is
  • 54. Quarterly Refresher Training: a smart and proactive program to keep your developing personnel fully up to speed and educated on some of the most challenging situations they may come across while in the performance of their daily duties. Refresher training on some safety issues simply serves to “remind” them of exactly what they are suppose to do when
  • 55. Quarterly Refresher Training: confronted with serious and potentially serious dangerous, life threatening situations that can happen at anytime and with no warning. This is when their training comes into play and will dictate exactly how they react and respond. How one is initially trained and how one is continually trained will control their effectiveness and instincts.
  • 56. Quarterly Refresher Training: The following slides are recommended suggestions for topics to be developed and presented at your account. Always, when presenting any refresher training to security personnel, keep your property management team members in the loop and if possible have them in attendance when conducting such presentations.
  • 57. Quarterly Refresher Training: In addition to the training, security managers when completed with the training presentation shall document in the individual employee’s site file that said training was completed. A training matrix of all personnel and the topics covered should be recorded with confirmation sent to the district manager keeping them updated on development.
  • 72. Staff personnel who refuse to complete refresher or life safety training shall be removed from the schedule. 72
  • 74. The SOP Manual: The security operations manual (SOP) is the administrative brain of your security operations program. It is in a sense, your bible of sorts. When in doubt about a particular procedure, always reach for the SOP as a reference tool to answer procedural questions that sometimes your not sure of.
  • 75. The SOP Manual: Security personnel are not expected to remember or memorize every aspect of the SOP, it is simply too big and long. However, security managers should insure that staff personnel are on a periodic basis updating themselves with the contents of the site SOP. The SOP should be methodically updated and revised annually.
  • 76. The SOP Manual: One of the first pages in your site SOP should be an acknowledgement form that security personnel can sign and date that states they have read and fully understand the contents of the standard operating procedures manual. Staff personnel should additionally be tested twice a year on the content specifics of
  • 77. The SOP Manual: The following criteria listed will give you, the security manager, guidance on exactly what should be in a security operations manual. The listed line items do not necessarily have to be in the same order when developing your own procedures manual. It is equally vital that all final drafts are approved by your district manager and the site client.
  • 79. The SOP Manual contents: 1. Cover page & introduction 2. Welcome letter to employees 3. S/O & Supervisor shift duties 4. Introduction to the Prop. Team 5. Tenant population- locations 6. Tenant contact numbers 7. Telephone employee list 8. Client & emergency phone list 9. Building identification rules 10. Access Control system 11. Building camera system
  • 80. The SOP Manual contents: 12. Adding new cardholders into the access control system 13. Building key control protocols 14. Loading dock procedures/ times 15. Lobby/ Podium post duties 16. Front desk procedures 17. Patrol tours & detex tours 18. Master detex tour button listing 19. Expected standards- uniforms 20. Expected standards- smoking 21. Parking enforcement rules
  • 81. The SOP Manual contents: 21. Fire emergency response 22. Elevator malfunctions 23. Elevator entrapments 24. Fire panel trouble alerts 25. Evacuation plan & drills 26. Police response to the property 27. Bomb Threat Response 28. Detecting Suicide Bombers 29. Suspicious package detection 30. Medical emergency response 31. Maintenance emergencies
  • 82. The SOP Manual contents: 32. Power surge/ outage procedure 33. Emergency notification tree 34. Civil demonstrations/ picketing 35. General patrol techniques 36. Report writing/ daily reports 37. Incident report documentation 38. Telephone/ reception guidelines 39. Limitations of authority 40. Code of Conduct rules/ ethics 41. Blank Incident report/ daily 42. Blank master site forms
  • 83. A required SOP insert:
  • 85. Wanted Flyers: Wanted notices, on-site legal restraining orders, and Boston Police BRIC type bulletins shall be posted in the security office or behind the main desk out of the public’s view. These are sensitive materials for your eyes only. Especially BRIC updates which are unclassified documents, but generally not for public release or scrutiny.
  • 87. Cardholder database Security managers should keep constant tabs on the building access control cards that are currently active in your system. Audit protocols should be in place to delete old, terminated, or unused access cards from the tenant and base building database. This is especially critical in respect to past or terminated employees.
  • 88. Cardholder database Audit reports of your access cardholder database should be conducted every 3-6 months. If you should detect a card that is “active” that you feel should be “inactive”, compile a brief report and forward to the property manager. Any access cards that show no activity for a period of 6 months or more, shall be purged from the database.
  • 89. Cardholder database On a monthly basis, an audit should be conducted and a report generated on who exactly has “master access” to the building. If you detect an individual who has master access that should not, report your findings to the property manager immediately. Delete said access or downgrade as instructed by the PM team.
  • 90. Cardholder database When you receive notifications to delete an access card from the system, NEVER actually delete the cardholder information, “DISABLE” the card for now. This is vital as in the event that the former employee’s access history is needed for whatever reason, it will be on file. Disabled employee cards should however, be deleted after 1 year.
  • 91. Cardholder database One of the most important functions of your access cardholder database audits is a simple one. It is to basically clean up the system from unused or expired cards. This contributes greatly to freeing up memory space and making the system more efficient. All audit revisions should be compiled in a brief report to the property
  • 92. Cardholder database On a weekly basis, if required by your property team, compile an audit report of all new tenant employee access cards that were issued during that time period. The report should also contain the access levels that were assigned.
  • 93. Example of a detailed access card request form: 93
  • 94. Example of a detailed access card request form: 94
  • 96. What belongs and what doesn't 96
  • 97. Employee personnel files should be maintained at your account. There maybe a master file at the branch office, but individual employee shadow files must be maintained and regularly updated when needed. Site shadow files contain crucial information and documentation of one’s performance as well as actions of disciplinary caution.
  • 98. Employee site account personnel files should contain these documents: 1. 2. 3. 4. 5. 6. 7. 8. 9. A copy of the employee’s application Emergency contact information All training documentation (CPR etc.) Updated contact information Verbal counseling/ written warnings Career development Accomplishments/ awards Yearly performance evaluations Change of status reports (COS)
  • 99. Employee site account personnel files should NOT contain the following: 1. 2. 3. 4. 5. Copies of military DD214’s Criminal background checks Reference verifications Credit report checks Driving history reports These sensitive documents will be maintained at the district office.
  • 100. Security Officer & Supervisor semi-annual site testing: 100
  • 101. Semi-annual site testing: Security account management should on a semi-annual basis, administer a comprehensive, in depth, and site specific exam to all security personnel & supervisors. This could be on a yearly continuum, but semi-annual is strongly recommended as memories do tend to fade over time.
  • 102. Semi-annual site testing: The site exam can and should include all aspects of your security program, including basic procedures, emergency procedures, tenant specifics & locations, and other areas of your program that only you know best. The site procedures exam should be a minimum of 50 questions.
  • 103. Semi-annual site testing: The exam should not be designed like a bar exam, but it should not be anything near “easy” or generic as well. It should be designed and created with challenging the employee’s knowledge of certain site critical protocols. The challenge translation is, to “test” that employee’s information retention.
  • 104. Semi-annual site testing: The exam should not be solely created in a multiple choice format. Multiple choice can be challenging, but for the most part multiple choice does not offer definitive knowledge of the test material at hand, even if they get it right. Multiple choice gives an edge. So, your exam format should have some , but not all.
  • 105. Semi-annual site testing: Point blank questions that ask for a specific answer or explanation are more difficult to complete, and without question give the test examiner a clear picture as to who is falling behind in the program when test grades are completed. Answers to point blank questions can’t be fudged or guessed.
  • 106. Posting of Test scores: Exams should be graded and posted within 2-3 days, no longer. It is vital that identifying failing grades so that the employee can be re-tested ASAP. Some who have failed may object to their grades being posted for view. Everyone’s grade will be posted in the form of a confidential memo.
  • 107. Posting of Test scores: Posting of all grades is fair to all. The posting of failing grades does not serve to embarrass anyone, we do not operate that way. However, it does serve to motivate them to improve and pass the required educational mandates and it also serves to motivate them before they take the exam with that prior knowledge.
  • 108. The exam format & questions:
  • 109. The exam format & questions:
  • 110. The exam format & questions: Page 1-1 110
  • 111. The exam format & questions: Page 1-2 111
  • 112. The exam format & questions: Page 2-1 112
  • 113. The exam format & questions: Page 2-2 113
  • 114. The exam format & questions: Page 3-1 114
  • 115. The exam format & questions: Page 3-2 115
  • 116. The exam format & questions: Page 4-1 116
  • 117. The exam format & questions: Page 4-2 117
  • 118. The exam format & questions: Page 5-1 118
  • 119. The exam format & questions: Page 5-2 119
  • 120. The exam format & questions: Page 6-1 120
  • 121. The exam format & questions: Page 6-2 121
  • 122. The exam format & questions: Page 7-1 122
  • 123. The exam format & questions: Page 7-2 123
  • 124. The exam format & questions: Page 8 124
  • 125. Site Exams: Don’t forgot to invite your Property Mgt. Team~ 125
  • 126. Or that other important person. Your district manager!! 126
  • 127. If you feel that all these forms and documents are overwhelming, they are not. They all serve a very important purpose. 127
  • 128. Can your current security services program make this claim? It is quite bold to make such an assertion. Is your program, your staff, at that service level?
  • 129. Important qualities that shapes and defines today’s high rise corporate security manager 129
  • 130. Two of your top AM priorities: Healthy client/ tenant relations~ 130
  • 131. There are no “slumps” in this industry, ever… 131
  • 132. Your building property management team, the client, expects nothing but the best from you. Sometimes you may feel they demand too much from you. That is because they believe you can do it and that your capable of delivering exactly what they seek, the best service and performance available. 132
  • 133. If your willing to step up to the plate and consistently hit home runs, your property mgt. team will be your biggest and most appreciative fans. So, disappointing or failing them is not an option on this Team~ 133
  • 134. Someone is counting on you. 134
  • 135. Make your client Team proud! 135
  • 136. “A security manager who thinks like a property manager is one who reaps the most to be gained and succeeds without interruption”- Richard Garrity 136
  • 138. Thank you for attending today’s presentation~ 138

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