CPD Policy. Document Number: TBD. Revision: 1

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1 CPD Policy Document Number: TBD Revision: 1 Effective Date: July

2 INDEX INDEX PURPOSE SCOPE ABBREVIATIONS AND DEFINITIONS EXTERNAL INFLUENCES AND REFERENCES POLICY... 3 APPENDIX A SAAMA CPD APPROVAL PROCESS

3 1 PURPOSE In its policy on continuing professional development (CPD), the Engineering Council of South Africa (ECSA) states that voluntary associations, such as SAAMA, has a role in assisting its members in obtaining the CPD points necessary for the maintenance of their professional registrations. This outcome is achieved through the voluntary organisations assessing and approving courses developed by third parties for CPD points. In this regard, the ECSA policy requires voluntary organisations to ensure the following: The activity should serve to maintain or enhance the knowledge, skills and competence of all those who participate in it. The activity should meet an educational and developmental need and provide an effective learning experience for the participants. The participants or group of participants must be specified (e.g. professional engineers, professional technologists, professional certificated engineers, professional technicians, registered technicians or a specified category, e.g. registered lift inspectors) and where appropriate, the discipline should also be specified. The depth and breadth of the subject matter covered must be appropriate with sufficient time for discussion. The subject covered should provide a balanced view and should not be unduly promotional. The presenters should have proven practical and academic experience and be good communicators. Evaluation forms for obtaining feedback from participants on the activity must be provided for rating of the relevance, quality and effectiveness of the activity. The purpose of this policy is to define a process to be followed by SAAMA for the approval of CPD applications. 2 SCOPE The policy will apply to all applications for CPD accreditation of courses that are evaluated and administered by SAAMA. 3 ABBREVIATIONS AND DEFINITIONS CPD Continuing Professional Development ECSA Engineering Council of South Africa SAAMA Southern African Asset Management Association 4 EXTERNAL INFLUENCES AND REFERENCES None. 5 POLICY SAAMA will approve applications for CPD accreditation according to the process captured in Appendix A. 3

4 Record of activities related to these approvals will be kept in a spreadsheet and will be made available for auditing upon request. APPENDIX A SAAMA CPD APPROVAL PROCESS 4

5 SAAMA: Procedure for the administration of CPD applications Version 1 June 2016 Training Submit application ECPD2 Form accompanied by presenter CV and Course outline Conduct training Record feedback and submit to SAAMA Feedback form SAAMA Administration Check whether service blacklisted, and register application on SAAMA CPD Spreadsheet Identify Councillors for review (Based upon Content) Contact 3 Councillors to confirm availability Transmit ECDP2 form to selected Councillors Attend sample of courses to verify credentials Record reasons and inform training Not approved Consolidate feedback from 3 evaluators Approved Approved Inform training Inform ECSA Audit on sample of feedback forms received Record feedback in monthly report to be considered by SAAMA Council Inform ECSA of service s that did not perform SAAMA Councilors Confirm availability Evaluate course and give feedback per Review feedback report and identify service s for blacklisting ECSA Load course on ECSA CPD portal 5

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