Continuing Certification Requirements

Transcription

1 Project Management Institute Continuing Certification Requirements HANDBOOK This handbook outlines the requirements to maintain the Project Management Professional (PMP ) certification.

2 Certification Program Mission Initiate, establish, evaluate, maintain and administer professional credentialing programs to promote and support project management practitioners and the project management profession. T he Project Management Institute (PMI) sponsors a project management certification program, the purpose and goal of which is the development, maintenance, evaluation, promotion, and administration of a rigorous, examinationbased, professional certification credential of the highest caliber the Project Management Professional (PMP ). The PMP program supports the international community of Project Management Professionals and is designed to objectively assess and measure professional knowledge. PMP program requirements and eligibility standards are applied fairly, impartially, and consistently with applicable laws. The PMP program complies with all USA state and federal government nondiscriminatory statutes and laws, and grants certification independently of a candidate s membership or nonmembership in any organization, association or other group. To achieve PMP certification, candidates must satisfy all educational and experiential requirements established by PMI and must demonstrate an acceptable and valid level of understanding and knowledge of the project management that is tested by the Project Management Professional Certification Examination. In addition, those who have been granted the PMP credential (certificants) must demonstrate ongoing professional commitment to the field of project management by satisfying PMI s Continuing Certification Requirements Program (formerly called the Professional Development Program). This handbook outlines the requirements to maintain PMP Certification. Program Information Updates to the Continuing Certification Requirements Program are posted in the certification area of the PMI Web site. PMPs who have questions related to the following topics may contact PMI s Certification Department. Continuing Certification Requirements Certification Status Reporting of PDUs Records PMPs who have questions related to the following topics may contact PMI s Education Department. PMI Registered Education Providers (R.E.P.) Project Management Institute Headquarters Four Campus Boulevard Newtown Square, PA USA Tel: Fax: pmihq@pmi.org Internet: Submit CCR Activity Reporting Forms to: PMI/CCR Records College of Continuing Education 1700 Asp Avenue Norman, OK USA Tel: (within U.S. and Canada) (from all other locations) Fax: P r o j e c t M a n a g e m e n t I n s t i t u t e 2

3 Overview of PMI Continuing Certification Requirements The PMI Continuing Certification Requirements Program (CCR), supports the ongoing professional development of PMI certified Project Management Professionals and the maintenance of PMP Certification. PMPs must accrue a minimum of sixty (60) professional development units (PDU) during each CCR cycle. The first CCR cycle begins on the date of initial certification and expires on 31 December of the third full calendar year after the first year of certification. After that, continuing certification cycles will be in three-year terms starting 1 January of the following year and finishing on 31 December of the third year. For example: A PMP becomes certified on 1 July His/her initial CCR cycle would start on 1 July 2002 and end on 31 December If at that point he/she meets all the requirements to maintain PMP certification, his/her next CCR cycle would begin on 1 January 2006 and end on 31 December PMPs must also comply with the PMI PMP Code of Professional Conduct to maintain certification status. What is a Professional Development Unit (PDU)? The PDU is the measuring unit used to quantify approved learning and professional service activities. Typically, one PDU is earned for every one hour spent in a planned, structured learning experience or activity. Fractions of PDUs may be reported in 0.25 increments following one full hour. For conversion purposes, one Continuing Education Unit (CEU) equals 10 PDUs. PDUs are organized into five categories. Descriptions of the categories can be found on pages 4 and 5 of this handbook. How are CCR Activities Reported? PMPs are responsible for reporting qualifying activities as they occur. They should make copies of the PMI Continuing Certification Requirements Activity Reporting Form, enter the required information, and fax or mail the completed form (only the form) to the PMI/CCR Records Office. CCR Activity Reporting Forms may also be submitted using the online Activity Reporting Form found in the certification area of the PMI Web site. Transcripts of activities will be mailed to PMPs on an annual basis. PMPs may also view their transcripts online via the PMI Web site. Transferring Excess PDUs to the Next CCR Cycle Up to 20 excess PDUs earned during the final (third) year of the current CCR cycle may be applied to the next CCR cycle. PDU Credit Distribution There are no minimum requirements for the number of PDUs earned in any specific category. PMPs may accomplish their PDUs through any combination of the various categories with the following restrictions: Self-directed Learning activities (Category 2 - SDL) are limited to a maximum of 15 PDUs per CCR cycle; Category 5 activities are limited to 20 PDUs per CCR cycle. Maintaining a Continuing Certification Requirements Folder All PMPs should maintain a personal CCR folder with documentation that supports reported activities. A percentage of PMPs will be randomly selected for auditing purposes each year; therefore, documentation should be maintained for at least 12 months after the CCR cycle has ended. For specific documentation requirements, refer to the following categories of qualifying activities. What Happens After Continuing Certification Requirements Are Met? After satisfying the 60 PDU requirement for the CCR, PMPs will be sent an Application for Certification Renewal. This application will automatically be mailed to PMPs during the final six months of their current CCR cycle. An updated certificate package will be sent out upon PMI s receipt of the completed Application for Certification Renewal. Failure to Satisfy Continuing Certification Requirements PMPs who fail to satisfy the continuing certification requirements prior to the conclusion of their cycle have 12 months from the cycle expiration to do so. PMI will suspend and/or revoke the certification of a PMP not satisfying the program requirements. Processing Fee Effective 1 January 2004, PMI will implement a processing fee for certification renewal. Renewing PMPs will be charged this fee once during each Continuing Certification Requirements Cycle. Payment will be required with submission of the Application for Certification Renewal after a PMP has completed their PDUs. The amount of the certification renewal processing fee will be announced at a later date. 3 Continuing Certification Requirements Program

4 PDU Qualifying Activities Category 1: Formal Academic Education PDUs may be earned by completing an academic course after PMP certification. Courses must be offered for degree credit and be related to project management. One (1) hour of degree credit in a typical 15-week semester earns 15 PDUs. One (1) quarter semester hour earns 10 PDUs. When only a portion of a course relates to project management, PDUs are calculated on a percentage of the overall curriculum focused on project management. Each course must be submitted on a separate CCR Activity Reporting Form. Documentation Required: PMPs should maintain a transcript or grade report indicating a passing mark. Category 2: Professional Activities and Self-directed Learning A predetermined number of PDUs may be earned by participating in specified professional activities. Use the Guide to Category 2 Activities that follows to determine PDUs in this category. Additional guidelines can be found on the PMI Web site or requested from the PMI/CCR Records office. One (1) PDU may be earned for each documented hour of self-directed learning that enhances project management knowledge or skills. A maximum of 15 PDUs per CCR cycle may be earned through participating in appropriate self-directed learning activities.* Documentation Required: PMPs should maintain copies of publications, sample educational materials or program agendas. * When claiming self-directed learning PDUs, PMPs should submit the Self-directed Learning Activities worksheet in addition to the Activity Reporting Form. Guide to Category 2 Activities PDUs for Professional Activities ACTIVITY PDU VALUE 2A Author or co-author of article pertaining to project management and is published in a refereed journal. (e.g. Project Management Journal ) 30 PDUs per article (one author) 20 PDUs per article (co-author) 2B Author or co-author of an article pertaining to project management published in a nonrefereed journal. (e.g. PM Network ) 15 PDUs per article (author) 10 PDUs per article (co-author) SUBDESIGNATIONS 2C 2D 2E Speaker on project management topic at a conference, symposium, workshop or formal course. Speaker on a project management topic at PMI Component meeting. (e.g. Chapter meeting) Member or moderator of a project management panel discussion at a conference, symposium, workshop or formal course. 10 PDUs per activity 5 PDUs per activity 5 PDUs per activity 2F Author or co-author of textbook that pertains to project management. 40 PDUs (author) 20 PDUs (co-author) 2G Developer of content for seminar or other structured learning program. 10 PDUs per new program 2H Practitioner of project management services for more than 1,500 hours per year. 5 PDUs per calendar year (Maximum of 15 PDUs may be earned per CCR cycle for subdesignation 2H.) Refer to the PMI Web site for latest updates on qualifying activities and predetermined credits. P r o j e c t M a n a g e m e n t I n s t i t u t e 4

5 PDUs for Self-directed Learning Activities ACTIVITY PDU VALUE SUBDESIGNATIONS 2 SDL Self-directed learning activities are individualized learning projects involving personally conducted research or study. Learning may include informal activities such as discussions or coaching sessions with colleagues, co-workers, clients or consultants. It may include articles, books, instructional manuals, videos, CD-ROMs, or other material resources. Qualifying self-directed learning activities must be relevant to project management, meet a specified purpose, and use knowledgeable resources. Use the Self-directed Learning Activities Worksheet on the tear-off page to determine PDUs for Category 2 Self-directed Learning. Include the worksheet with the CCR Activity Reporting Form. Maximum of 15 Self-directed Learning PDUs may be earned per CCR cycle. Required documentation: If audited, PMPs should be able to provide evidence supporting their reported learning project. This may include notes from and dates of discussions or reading. Category 3: PMI Registered Education Providers PDUs may be earned by attending educational programs offered by educational organizations registered with PMI and designated as PMI Registered Education Providers. These providers adhere to quality criteria established by PMI and are solely authorized to issue PDU certificates to attendees. They can be identified by the Registered Education Provider (R.E.P.) logo: Examples include schools, consultants, corporate training departments, professional associations, government agencies and PMI Chapters and Specific Interest Groups (SIGs). A database of registered providers and the programs they offer is posted on the PMI Web site. Programs may be searched according to subject area, location, date and time. Documentation Required: PMPs should maintain a registration form, certificate or letter of attendance. Category 4: Other Provider PDUs may also be earned by attending relevant educational programs offered by organizations not registered with PMI. To calculate the number of PDUs earned, use the following formula: one (1) contact hour of learning relevant to project management within a structured activity or course equals one (1) PDU. Documentation Required: PMPs should maintain registration form, certificate or letter of attendance, and a brochure or course materials indicating the subject matter covered and the qualifications of the instructor or content expert. 5 Continuing Certification Requirements Program

6 Category 5: Service to Professional or Community Organizations A maximum of 20 PDUs may be earned through professional service or by providing noncompensated project management services to nonemployer or nonclient customer groups. Examples of qualifying activities and their associated PDU values include the following: Serve as an officer for a project management organization. - Minimum three months of participation. Two PDUs per calendar year. (No PDUs are awarded for service less than three months.) - Minimum six months of participation. Five PDUs per calendar year. - Twelve months of participation. Ten PDUs per calendar year. Serve as a committee member for a project management organization. - Minimum three months of participation. One PDU per calendar year. (No PDUs are awarded for service less than three months.) - Minimum six months of participation. Three PDUs per calendar year. - Twelve months of participation. Five PDUs per calendar year. Provide project management related services to a community or charitable group (5 PDUs per year). Documentation Required: PMPs should maintain letter or certificate from the organization served acknowledging participation of the PMP. Reporting Instructions PMPs may file PDU claims online via the CCR Activity Reporting Form on the PMI Web site. Submitting PDUs online is quick, easy and convenient, and expedites processing. The CCR Activity Reporting Form (provided in this handbook) may also be used to report activities qualifying for PDUs. Effective 1 January 2003, if PMPs choose not to submit PDUs online, this will be the only official Activity Reporting Form accepted by PMI/CCR Records. Any previous versions of this form, or any altered versions of this form, will be returned to the sender after this date. Please make copies of the form as needed. Submit a separate form for each qualifying activity. Fill out the form completely and send to PMI/CCR Records, College of Continuing Education, 1700 Asp Avenue, Norman, Oklahoma USA , or fax to Forms will be returned for incompleteness if mandatory information has not been provided. PMPs are encouraged to submit activities as they occur. Last-minute submissions can result in processing delays. The CCR Activity Reporting Form Part One: Demographic Information PMPs must provide their name, date of report, and PMI Identification Number. (For PMI members, the PMI Identification Number is their membership number. PMPs who are not PMI members were assigned a PMI ID number for the purposes of reporting PDUs. The PMP Certification Number printed on the PMP certificate is NOT the PMI ID number and should not be used to report PDUs.) PMPs who do not know their ID number should contact the PMI Certification Department at to obtain this information before reporting CCR activities. P r o j e c t M a n a g e m e n t I n s t i t u t e 6

7 PMPs should also provide an address, phone/fax number(s), and/or address. Please remember to report all changes to personal contact information to PMI Headquarters Customer Service at or Part Two: Activity Report Item 1: Program Number Provide the program number for activities sponsored by PMI or a PMI R.E.P. (Mandatory for Category 3 only.) PMPs should get this number directly from the provider along with the total number of PDUs earned. Item 2: Program Title or Description of Activity Provide (in 15 words or less) a descriptive title of the activity being reported, or the formal name of the course or program which was completed (mandatory). Item 3: Start and Completion Dates Provide the Day/Month/Year activity was started and completed (mandatory). Item 4: PDUs Earned Indicate the number of contact hours of participation within a structured activity or course, or the number of predetermined PDUs for specified professional activities. To determine PDUs for Category 2 refer to the Guide to Category 2 Activities on page 3 of this handbook (mandatory). Item 5: Category Type Indicate which of the five categories of CCR activities best describes the activity being reported. For Category 2 only, please indicate subdesignation (e.g. 2a, 2b, etc.). See the Guide to Category 2 Activities in this handbook for the list of subdesignations (mandatory). Item 6: Subject Areas Covered Indicate the process (mandatory), knowledge (mandatory) and application areas (mandatory) covered by the activity being reported. Use the designated codes provided in the bottom section of the form. Item 7: Activity Sponsor Provide sufficient information to identify the organization or institution which sponsored the activity. (Mandatory for all categories except Category 2 Self-directed Learning.) Item 8: Sponsor Address/Phone Number Provide sufficient information for PMI to contact the provider if further information is needed on the activity being reported. (Mandatory for all categories except Category 2 Self-directed Learning.) Item 9: Activity Satisfaction Level Please indicate your overall satisfaction with the activity. (Mandatory for Category 3 only.) Only the Activity Reporting Form should be submitted when claiming PDUs. The only exception to this is for PDU claims for Self-directed Learning activities (Category 2 SDL). These claims should include a Self-directed Learning worksheet in addition to a completed Activity Reporting Form. All supporting documentation (certificates of completion, transcripts, etc.) should be kept in the PMPs personal CCR folder in the event that the PMP is audited. 7 Continuing Certification Requirements Program

8 Revised Name PMI ID Number Self-directed Learning Activities Worksheet Please use this form for reporting Category 2 Self directed Learning Activities only. 1. List one or more learning objectives for this activity, explaining how the activity enhanced your project management skills. Example: Be able to systematically calculate risk in projects and develop contingency plans. 2. List the human and/or material resources used to accomplish the purposes of your activity and the hours involved with them specific to the learning task. Example: Discussion with John Smith, director of the project office for my company. 2 hours Resources: Hours: Total PDUs: One (1) full hour of self-directed learning equals one (1) PDU. Insert PDU total from this worksheet into item #4 on the CCR Activity Reporting Form. Continuing Certification Requirements Program

9 Revised Continuing Certification Requirements Activity Reporting Form PMPs are requested to make copies of this form as needed, enter the required information, and forward the completed form via postal mail to PMI/CCR Records College of Continuing Education, 1700 Asp Avenue, Norman, OK USA; via fax to ; or file online via the PMI Web site. (See page 6 for ID number information.) First Name (please print or type) Middle Initial Last Name Suffix Address City State Zip Country Phone Number Fax Number and/or Address PMP Activity Report 1. Program Number (Category 3 Only) 2. Program Title or Description of Activity: (15 words or less) 3. Start Date (dd/mm/yy): / / Date of Completion (dd/mm/yy): / / 4. PDUs Earned: 5. Category Type: 6. Subject Areas Covered: (Use codes below; you may indicate up to three areas in each subject category.) Knowledge: Process: Application/Specific Interest: 7. Activity Sponsor (All categories except Category 2 Self-directed Learning) 8. Sponsor Address or Phone Number (All categories except Category 2 - Self-directed Learning) 9. Activity Satisfaction Level (Category 3 Only) Excellent Very Good Good Fair Poor Knowledge Areas: 01 Project Human Resource Management 02 Project Integration Management 03 Project Time Management 04 Project Scope Management 05 Project Quality Management 06 Project Communications Management 07 Project Cost Management 08 Project Risk Management 09 Project Procurement Management 10 All Processes: 01 Initiating 02 Planning 03 Executing 04 Controlling 05 Closing 06 All Application or Specific Interest Areas: 01 Aerospace & Defense 02 Automotive 03 Design-Procurement-Construction 04 Diversity 05 Education & Training 06 Environmental Management 07 Financial Services 08 Global Communications Technologies 09 Information Systems 10 Manufacturing 11 Marketing & Sales 12 New Product Development 13 Oil, Gas, Petrochemical 14 Pharmaceutical 15 Quality in Project Management 16 Risk Management 17 Service & Out sourcing 18 Utility Industry 19 Women in Project Management 20 Government 21 Configuration Management 22 Consulting 23 E-Business 24 Hospitality Management 25 International Development 26 Metrics 27 Retail 28 Students of PM 29 Troubled Projects 00 Other I declare that all the information I have provided on this application is true and accurate to the best of my knowledge. I understand that misrepresentations or incorrect information provided to PMI will result in discipline, including suspension or revocation of my PMP credential. For the most up-to-date information, please visit the PMI Web site. P r o j e c t M a n a g e m e n t I n s t i t u t e

10 Project Management Institute Headquarters Four Campus Boulevard Newtown Square, Pennsylvania USA Tel: Fax: Internet: Project Management Institute, Inc. All rights reserved. PMI and the PMI logo are service and trademarks registered in the United States and other nations; PMP and the PMP logo are certification marks registered in the United States and other nations; PMBOK, PM Network, and PMI Today are trademarks registered in the United States and other nations; and Project Management Journal and Building professionalism in project management. are trademarks of the Project Management Institute, Inc. Printed in the USA rev. (09-02)