IDP Basics - Barry D. Yatt, AIA, CSI, CDT

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Transcript IDP Basics - Barry D. Yatt, AIA, CSI, CDT

IDP Basics
Prepared for the 2007 IDP
Coordinators’ Conference
Note to Practitioners
Emerging Professionals is a Registered Provider with the
American Institute of Architects Continuing Education System
(CES). Credit earned on completion of this program will be
reported to CES Records for AIA members. Certificates of
completion for non-AIA members are available on request.
This program is registered with the AIA/CES for continuing
professional education. As such, it does not include content
that may be deemed or construed to be an approval or
endorsement by the AIA of any material of construction or any
method or manner of handling, using, distributing, or dealing
in any material or product. Questions related to specific
materials, methods, and services will be addressed at the
conclusion of this presentation.
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Learning Objectives
• Understand and explain the regulatory requirements
necessary in the pathway to licensure.
• Explain how to obtain, maintain and retrieve your
NCARB Council Record—this includes knowing
how to properly log and record training units, fill out
forms and sign off on forms.
• Using resources and guidelines taught in the
workshop, clarify a wide range of FAQs and identify
the proper person or organization to contact for
answers to specific scenario based questions.
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What is IDP?
“IDP is a profession-wide,
comprehensive program that
contributes to the
development of competent
architects who can provide
exemplary architectural
services.”
http://www.ncarb.org/IDP/overview.html
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Objectives of IDP
1. To define areas of architectural practice in which
interns should acquire basic knowledge and skills;
2. To encourage additional training in the broad
aspects of architectural practice;
3. To provide the highest quality information and
advice about educational, internship and
professional issues and opportunities;
4. To provide a uniform system for documentation
and periodic assessment of internship activity;
5. To provide greater access to educational
opportunities designed to enrich training.
http://www.ncarb.org/IDP/overview.html
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Brief History
• 1919 - NCARB founded by 15 architects representing 13
states
• 1969 – NCARB established the title “Intern Architect”
and begins development of an internship program
• 1972 – A national committee is established by AIA and
NCARB (IDP Coordinating Committee)
• 1976 – Intern-Architect Development Program (IDP)
begins as a pilot program in Colorado, New Jersey and
Texas
• 1991 – The IDP Outstanding Firm Award is established
by the IDPCC
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Brief History
• 1999 – First Internship Summit held in Kentucky
(organized by collateral organizations)
• 2002 – Second Internship Summit held in Oklahoma
(organized by ArchVoices)
• 2004 – Emerging Professional’s Companion launched
• 2005 – Third Internship Conference held in Texas
(organized by collateral organizations)
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What do you know?
A Quick Quiz
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What do you know?
What does ‘IDP’ stand for?
Intern Development Program
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What do you know?
What are the 3 ‘E’s’ needed to
become a registered architect?
Education
Experience
Examination
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What do you know?
What groups make up the
“collateral” organizations?
AIA
AIAS
ACSA NAAB
NCARB
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What do you know?
How many training units (TUs)
are required to complete IDP?
700 Training Units = 5,600 hours
(1 TU = 8 hours)
Equivalent to 2 years, 10 months
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What do you know?
True or False:
A mentor must be a registered architect.
True
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What do you know?
What is “EESA”?
It stands for “Education Evaluation
Services for Architects”, and is used
to evaluate degrees in the field of
architecture conferred by an
academic institution outside of the
U.S. and Canada
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Introduction
OK. Enough for the quiz.
Let’s talk about IDP
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Education
Degree Requirements
• Most state boards require a professional
degree from an NAAB-accredited
program
– B.Arch
– M.Arch
– D.Arch
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Education
Entry Points
Training while in school can begin:
• In a 5-year professional program (NAAB-accredited
B.Arch or M.Arch): After completion of the 3rd year 96
semester credit hours, of which no more than 60 can be
general education. 32 semester credit hours and 48 quarter
credit hours = one year
• In a 4-year pre-professional program (program which
leads to direct entry into a 2 year M.Arch): After completion
of the 3rd year
• In a post-undergraduate program (NAAB-accredited
M.Arch following an undergraduate degree in another
discipline): After completion of the 1st year.
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Experience
Overview
•
•
•
•
•
•
Getting Started: The Application
IDP Supervisors & IDP Mentors
Training Settings
Training Categories/Areas
Supp Ed Opportunities
Form 123: Employment Verification
Form
• Costs
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Experience
Getting Started: The Application
• IDP is required for initial registration in
51 of 54 jurisdictions (AZ, Guam, VI)
• Some states have their own programs (CO,
WI); however, interns should be aware that
these will not allow them to become
registered in other states.
• Remember the entry points: Encourage
interns to initiate their council records as
soon as they are eligible.
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Interns and Architects
use the same
application…
Not required for interns
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Not required for interns
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Interns should submit
relevant employment
experience using the
123 form
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Not required for interns
Don’t forget to check
the box…
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Experience
IDP Supervisor
• MUST be registered in the jurisdiction where the
office in which the intern is working is located (some
exceptions may apply in metropolitan areas such as DC
and New York City)
• Should be familiar with state registration
requirements and with IDP Guidelines
• Supervises and assesses intern’s work on a daily
basis
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Experience
IDP Supervisor
• Provides reasonable opportunities for intern to gain
experience in IDP training categories and expertise
areas
• Meet regularly with the intern to review progress and
to certify (sign) intern's documentation of training
activities
• Encourage intern participation in seminars and other
supplementary education activities or resources
• Confer, if necessary, with the intern's mentor
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Experience
IDP Mentor
• A registered architect, preferably outside of firm.
Supervisor may be mentor, but not best scenario for intern
• Should be familiar with state registration requirements
and IDP Guidelines
• Meet regularly (at least quarterly) with intern to review
progress and to acknowledge (sign) intern's training
activities
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Experience
IDP Mentor
• Suggest supplementary education activities
• Confer, if necessary, with the intern's supervisor
• Provide guidance to enhance intern's professional
growth
• Take Mentoring Essentials training program (offered
at IDP Coordinators Conference, the AIA Convention,
and coming soon to www.aia.org!)
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Experience
Training Settings
• Setting A
Under the direct supervision of a registered
architect in a comprehensive architecture practice
(No limit)
• Setting B
Under the direct supervision of a registered
architect in a non-comprehensive architecture
practice (465 TUs)
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Experience
Training Settings
• Setting C
Firm outside the U.S. or Canada under a foreign
registered architect (235 TUs)
• Setting D
Experience related to architecture under the
supervision of a registered engineer/landscape
architect (235 TUs, not in Category A)
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Experience
Training Settings
• Setting E
Activities in design and construction of built environment
under direct supervision of one experienced in activity
(117 TUs, not in Category A or B)
• Setting F
Full-time teaching or research in a NAAB or CACBaccredited degree program (245 TUs in Category D only)
• Setting FF
Performing professional and community service when not
in settings described in A through F
– The person who is in charge of the community service activity should write a letter
describing the community service work and sign the form as the supervisor (i.e. the
director/leader for Habitat, church board official, etc.)
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Experience
Duration Requirements
• To earn Training Units in Categories A-E, interns must
work at least:
– Full-Time Employment: 35 hours per week for a
minimum of 8 consecutive weeks
– Part-Time Employment: at least 20 hours per week
for a minimum of 6 consecutive months
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Experience
Training Categories
•
•
•
•
Design and Construction Documents
Construction Contract Administration
Management
Related Activities
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Experience
Training Areas
• Design and Construction Documents
–
–
–
–
–
–
–
–
–
–
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Programming
Site and Environmental Analysis
Schematic Design
Engineering Systems Coordination
Building Cost Analysis
Code Research
Design Development
Construction Documents
Specifications and Materials Research
Document Checking and Coordination
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Experience
Training Areas
• Programming (10 TUs)
Core Competencies:
• Use information gathering and data collection techniques to
organize and evaluate programming data
• Establish the scope, design objectives, limitations, and criteria
that reflect the owner/client’s requirements and needs for a
project
• Set forth the program requirements in written, numerical and
graphic form
• Research and assess information from post occupancy
evaluations of similar building types
• Assess a project’s feasibility
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Experience
Training Areas
• Site & Environmental Analysis (10 TUs)
Core Competencies:
• Provide a coherent, logical, well-designed site plan for
a specific program
• Demonstrate the ability to integrate elements that
influence the site’s design
• Justify the site plan design based on your research
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Experience
Training Areas
• Schematic Design (15 TUs)
Core Competencies:
• Develop alternative solutions to a specific program
• Document and present your solutions to an owner/client for
selection and approval
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Experience
Training Areas
• Engineering Systems Coordination (15 TUs)
Core Competencies:
• Work with consultants to incorporate engineering systems into
building designs and resolve and building system conflicts
• Coordinate inclusion of engineering systems design in all
project documents
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Experience
Training Areas
• Building Cost Analysis (10 TUs)
Core Competencies:
• Analyze and evaluate site and building construction costs
• Prepare a building cost analysis that meets the program’s
requirements and provides alternatives for the owner/client
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Experience
Training Areas
• Code Research (15 TUs)
Core Competencies:
• Provide the owner/client with an analysis of how a project will
respond to local, state and federal regulations and other
relevant code issues
• Develop a code compliance plan
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Experience
Training Areas
• Design Development (40 TUs)
Core Competencies:
• Provide drawings and documents for the owner/client that
detail the project’s scope, quality and cost
• Select and develop details for specific materials, components,
and systems to be incorporated into the design
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Experience
Training Areas
• Construction Documents (135 TUs)
Core Competencies:
• Prepare an accurate, consistent, and complete set of
architectural construction documents for a project
• Explain construction documents to a client
• Check and coordinate the integration of structural, mechanical,
electrical, and plumbing systems with the building and site
• Based on the specifications, prepare a production sequence
floor chart to illustrate the relationship between construction
documents and construction process
• When applicable, prepare phasing documents to illustrate the
construction sequence
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Experience
Training Areas
• Specifications and Materials (15 TUs)
Core Competencies:
• Prepare specifications in accordance with CSI standards by
translating the construction requirements into a specifications
format
• Research and select appropriate building materials based on
performance criteria and program requirements
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Experience
Training Areas
• Document Checking and Coordination (10 TUs)
Core Competencies:
• Verify that information produced by the various disciplines
involved in the design/construction process is coordinated
throughout the project documents
• Apply standard document-checking procedures for a project,
and revise and correct construction documents as required
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Experience
Training Areas
• Construction Contract Administration
– Bidding and Contract Negotiation
– Construction Phase—Office
– Construction Phase—Observation
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Experience
Training Areas
• Bidding and Contract Negotiation (10 TUs)
Core Competencies:
• Understand the difference between the bidding and contract
negotiation processes
• Follow appropriate procedures during the bidding process
• Complete bidding and contract forms
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Experience
Training Areas
• Construction Phase—Office (15 TUs)
Core Competencies:
• Understand the relationship between construction documents
and the construction contract administration process
• Organize and manage contract administration tasks during the
construction phase
• Follow appropriate administrative procedures during the
construction phase
• Facilitate communication among all participants in the
constructions process, including the owner/client
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Experience
Training Areas
• Construction Phase—Observation (15 TUs)
Core Competencies:
• Understand the relationship between construction documents
and the construction contract administrative process
• Manage field observation and documentation tasks
• Evaluate completed construction for compliance with the
construction documents and specifications
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Experience
Training Areas
• Management
– Project Management
– Office Management
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Experience
Training Areas
• Project Management (15 TUs)
Core Competencies:
• Coordinate communication among all parties involved in a
given project
• Manage contracts, personnel, schedule, and budget throughout
all phases of a small project
• Administer agreements with the owner/client and consultants
• Maintain project quality during design construction
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Experience
Training Areas
• Office Management (10 TUs)
Core Competencies:
• Identify and articulate the activities required to maintain a
successful and healthy office environment in an architecture
firm
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Experience
Training Areas
• Related Activities
– Professional and Community Service
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Experience
Training Areas
• Professional and Community Service (10 TUs)
Core Competencies:
• Contribute your talents responsibly in a traditional or
nontraditional community-based organization with the goal of
helping to improve the quality of life in the community
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Experience
Supplementary Education
• Augments practical experience received on the
job, but can not be used to satisfy minimum
TU requirements
• Post-professional degree programs count (117
TUs)
• Resources may include:
– Emerging Professional’s Companion
– AIA-approved Continuing Education programs
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Experience
Supplementary Education
• Emerging Professional’s Companion (EPC)
– online tool designed to expose architectural
interns and students to current practice models
as well as provide interactive continuing
education opportunities for young architects
and more seasoned professionals that are
already in the workplace
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Experience
Supplementary Education
• Emerging Professional’s Companion (EPC)
– Can be used by interns to receive up to 225
training units in the IDP
– users can then choose from a series of exercises
and case-based scenarios to apply their
knowledge in areas such as health, safety,
welfare, design and construction liability, and
ethical dilemmas
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Experience
Supplementary Education
• Credit tracking through AIA Continuing
Education System at University of Oklahoma
• IDP Record holders who are NOT AIA
members can receive free transcript service for
three years
• Get an AIA number by signing up for the EPC
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For AIA Continuing Education: 1LU = .25 TU
For Emerging Professionals Companion: 1 IDP = 1 TU
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Experience
Form 123: Employment Verification Form
• Includes “IDP Training Report” for reporting TUs
• Use the diary section to explain related activities
and supplementary education
• Attach a copy of your AIA transcript to document
supplementary education
• Must be signed and dated by intern, supervisor,
and mentor
• Submit every 3-4 months
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Training Setting
assigned by NCARB
Intern: Sign First
Supervisor: Sign LAST
IDP Boot
CampSign
Mentor:
Second
(REQUIRED!)
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1st column: Experience under the
supervision of a registered professional
2nd column: Supplementary Education
(from AIA Transcript)
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IDP Fees
• $285 - NCARB Council Record establishment six months
after graduation (includes first 3 years maintenance
following graduation, one transmittal to a member board)
• $100 - Council Record for students and graduates within 6
months of graduation ($185 balance deferred until IDP is
complete and Council Record is transmitted to registration
board)
• $50 - Annual Maintenance fee (beyond three years after
graduation)
• $400 - Late Application fee (in addition to $285) to cover
Council Record establishment and its transmittal to a
IDP Boot Camp
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Examination
Getting Ready to Take the Test
• Some states allow early taking of the ARE (CA,
AZ, WI, KY, TX, VT, FL, PR, AL)
• Request in writing to NCARB that your record file
be transmitted to the state in which you wish to be
registered
• Computer-based exam offered year-round at
testing centers across country
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Examination
ARE Sections (for now)
1.
2.
3.
4.
5.
6.
7.
8.
9.
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Site Planning (graphic)
Building Planning (graphic)
Building Technology (graphic)
Pre-Design
Materials and Methods
General Structures
Lateral Forces
Construction Documents and Services
Mechanical, Electrical and Plumbing
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ARE Fees
• Free – Transmittal of Council Record to one
member board
• $270 - Additional transmittal of Council Record to
new member board
• $1,071 - Total ARE cost. $102 for each multiple
choice exam and $153 for each graphic exam
• Check with your state’s registration board for any
additional fees/requirements.
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Support Networks
• American Institute of Architecture Students
(AIAS)
www.aias.org
• National Associates Committee (NAC)
www.aia.org/nac
• Young Architects Forum (YAF) www.aia.org/yaf
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Resources
• Internship Tools
www.aia.org/idp
• ARE Support
www.aia.org/are
• ARCHCareers.org
www.ARCHCareers.org
• EPC
www.EPCompanion.org
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Questions
• NCARB
www.ncarb.org
• AIA
www.aia.org/idp
• IDP State/Educator Coordinators
• State Boards
This concludes the Program. I’ll take your
questions.
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