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Presentation Purpose

Work Experience • General orientation to the whole experience


reporting / review process
Reporting Orientation • Address common misunderstandings and
Nov 2014 omissions
• Reduce report re-submissions and coaching
letters
• Better enable ERC to do their job
Tina Maki, P.Eng.
Director of Registration
• Presentation posted to APEGS web site under
Registration, Work Experience Reporting

Council
APEGS Organization Executive Committee

• Approximately 11,500 members (as of Feb 2014)


▫ ~ 7,300 P.Eng. Education Board Discipline
Committee
Image & Identity
Board
Investigation
Committee
Governance
Board
▫ ~ 1,500 Engineer-in-Training
Professional Awards Academic
▫ ~ 600 P.Geo. Development Review

▫ ~ 150 Geoscientist-in-Training Student


Communications
& PublicRelations
Experience
Review
Development
▫ ~ 35 Eng & Geo Licensees Connection & Professional
K - 12
▫ ~ 70 Temporary Licensees Involvement Practice Exam

Professional Edge Licensee


▫ ~ 700 Life Members Environment &
Sustainability
Admissions

▫ ~ 1,000 Certificate of Authorization (corporate) Equity & Diversity Registrar’s


Advisory
• Non-profit organization Legislative

• Financed by member fees


Liaison

Experience Review Stats Experience Reporting


• Means by which professional qualification is
• 2013 – 1300 reports reviewed demonstrated
• 34 committee members • Structured guidance from supervisors /
• Meetings every 6 weeks +/- mentors and from APEGS:
• 150 to 230 reports per meeting ▫ ensures that acceptable experience is being
obtained,
• Peer review process... Put in the same effort
▫ professionalism and ethics are being
as for work for your boss or clients developed,
▫ professional licensure achieved seamlessly

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Experience Review Selection of a Mentor
• 4 years of “acceptable” work experience Order of preference (section 4 of Exp Guideline 1):
(does not have to be sequential – pick your best 4 1. P.Eng. or P.Geo. within the same company,
years if you have more than 4 years experience) ideally someone either above or parallel to
• At least one year “equivalent to Canadian” the supervisor. That mentor does not have
▫ Canadian graduate studies does not count for to work in the same office.
the Cdn experience requirement 2. P.Eng. or P.Geo. who works for a different
• At least some “recent” (anything from company but does work with your company.
within past two years) at time of 3. P.Eng. or P.Geo. who is a former or current
professional application colleague.
• Direct supervision of a professional member 4. P.Eng. or P.Geo. that you know through
or professional member mentor (exception other means
– international experience) 5. APEGS list of volunteer mentors

Experience Reporting
Selection of a Mentor
• Written by the member-in-training, signed
• Mentor Approval form – if you find the by the supervisor (and mentor if required)
mentor yourself • At least 3 experience reports required:
▫ 1 yr (Interim Report)
• Mentor Request form – if you need us to ▫ 2 yrs (Interim Report)
find a mentor for you from our list of ▫ 4 yrs (Final Report)
volunteers ▫ More than 3 required if you change employers or
have a change in job function
• “Agreement of Understanding” sent to you • No minimum time required for a report (for
and the mentor ex – Final Report can be 3 months long)
• # months experience credit cannot exceed
calendar time
• Final Report most important / critical!

Other Experience Credit Other Experience Credit – cont’d


• Graduate studies:
• Pre-grad experience credit – max 12 ▫ Thesis-based Masters – max 12 months
months, any of the following: ▫ PhD – max 24 months (but graduate studies
▫ Exceptional technologist experience max total 24 months)
(technologists who go back to university) ▫ Can submit other work done at same time as
▫ from second half of bachelor degree graduate degree (as long as not related to the
degree)
▫ No opportunity for “mentor” arrangement
 ex – Teaching Assistant, working part-time
with pre-grad – has to be supervised by a while doing a Masters, etc
P.Eng. or P.Geo.  Separate reports
▫ write up reports asap, hold until you are  # months experience credit granted cannot
approved as member-in-training exceed calendar time

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International Experience Experience Reporting
• Experience from anywhere in the world and • The Experience Review Committee reviews
from any time period is eligible for review the reports and provides results
• Maximum 3 years international and • Detailed feedback if required (coaching
graduate studies experience combined (1 letter or re-submission)
year reserved for “equivalent-to-Canadian”
to total 4 years)
• Supervisor does not have to be P.Eng. or
P.Geo. registered in Canada but has to be
recognized as an “engineer” or
“geoscientist” in that country (if not, mentor
required)

Experience Reports Communication and Working Skills


• Completed by the supervisor (and mentor if
• Supervisor (and mentor) make the
applicable)
judgment call on satisfactory progress
• 6 areas evaluated:
• About ¾ page limit as indicated by the text ▫ Verbal and written communication,
boxes in the forms. Possible to expand the interpersonal skills, time mgmt,
text boxes, but it should not be necessary responsibility, character
• Writing concisely is a necessity • Supervisor/mentor completes comments on
• No limitation on supervisor / mentor any area that needs improvements (NI)
comments • “NI” not necessarily critical – coaching
purposes for member-in-training

Engineering Work Defined


Defining satisfactory engineering Section 2(m) of the Act:
or geoscience work... • Any act of planning, designing, composing,
measuring, evaluating, inspecting, advising,
reporting, directing or supervising, or
managing any of the foregoing; that
▫ requires the application of eng’g principles
▫ concerns the safeguarding of life, health,
property, economic interests, the public
interest or the environment.

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Components of Acceptable Geoscience Work Defined
Engineering Work Experience Section 2(n) of the Act: :
• Application of geoscience principles including
(Experience Guideline 2): the principles of
▫ geology, geophysics and geochemistry
• Application of theory – 6 examples • to any act of acquiring or processing data,
• Practical experience – 6 examples advising, evaluating, examining, interpreting,
reporting, sampling or geoscientific
• Management of eng’g – 3 examples surveying, that is directed toward:
▫ the discovery or development of oil, NG, coal,
• Social implications – 3 examples metallic or non-metallic minerals, precious
metals, water or other natural resources; or
• Communication and working ▫ the investigation of surface or sub-surface
geological conditions.
skills

Components of Acceptable Satisfactory Progress Defined


Geoscience Work Experience
• Earlier stages:
(Experience Guideline 3): ▫ May be of a routine nature
• Application of the Knowledge of ▫ Emphasis placed on application of theory
Geoscience Principles and (and practical experience for EITs)
▫ Reasonable level of social awareness
Practice – 6 examples • It is expected that there will be progression
• Mgmt of Geoscience – 3 examples with different projects and experiences, an
• Social implications – 3 examples increase in complexity and level of
responsibility.
• Communication skills

Satisfactory Progress Defined Satisfactory Progress Defined


• Overall, committee is looking for:
• Later stages: ▫ progression from report to report
▫ Involvement in mgmt normally expected to
▫ professional experience:
increase over time but is balanced against
 Application of engineering/geoscience
technical experience
knowledge and education to specific problems
▫ If primarily technical experience, appl. of theory
 original thinking in achieving end result
(and practical experience) with reasonable level
of social awareness are the basis of judgement  making decisions
▫ If primarily management experience,  assuming technical responsibility
management of an engineering/geoscience ▫ Ready for independent (although not
function is the basis of judgement isolated!) professional practice

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Experience reporting keys to success Experience reporting keys to success

• Write as concise as possible (bullet points • Do not use general, vague statements that
OK) do not refer to specific projects and the
• Be very specific in describing work and be work you did is not clearly stated
sure to identify your role in larger projects • If confidentiality of projects is a concern,
(use the word “I” frequently) substitute project names and locations with
• Identify progression from previous reports surrogate names (for example, Project X
wherever possible located in Town Q)
• No blank sections • Various reports should not be identical
• Keep caught up in reporting ▫ flag the differences between reports

Common grievance of reviewers – Responsibility of


Social Implications Member-in-Training
(Part 4 for EIT, Part 3 for GIT) • Responsible for their own success and the
• Significance of regulatory agencies development of their career
▫ Name them • The experience report is a professional
▫ Name them all! engineering / geoscience report being
▫ Don’t forget APEGS (The Engineering & reviewed by many of your peers. Treat it as
Geoscience Professions Act) such.

Trial Assessment Example 1 – Application of Theory


• How would you rate the following example in • Determined the scope of proposed HVAC
an experience report: projects and estimated corresponding energy
loads to confirm the projects were within
existing system capacity and wouldn’t cause
negative effects from the technological point
of view.

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Example 1 continued Example 2 – Practical Experience
Revised: • In the Sunset Care Home project, the heating
• For the Boardwalk Properties project in system had been used for eleven years, and
Regina, I analyzed heating requirements. showed many signs of low efficiency, such as
There were four 6-floor residential buildings pipe wear, leakage and corrosion, decline of
with a total of 240 apartments. The farthest heat preservation, and high heat resistance.
building was 100 meters away from the main As a member of a team (one manager, two
heating pipeline and 2700 metres of hot engineers and two technicians), I did the on-
water pipe line was involved. I estimated site investigation and recommended that
energy load was around 100 KW, which was major repairs were necessary.
within the boiler’s capacity.

Example 2 continued Example 3 – Practical Experience


• First draft (rejected): • Too vague / unnecessary info:
▫ Studied customers’ needs and conditions of the ▫ I installed various new facilities and conducted
HVAC system to identify with certainty that the maintenance of diverse existing HVAC/boiler
proposed projects were necessary and would systems in my first year. Through these
satisfy the customers’ requirements. projects, I obtained hands-on work experience
and solid background for my future
engineering work.

Example 3 continued Key info to include:


• Revised: • WHAT you did
▫ Specific engineering / geoscience example,
▫ In the Lanigan project, I observed the entire background (if necessary), circumstances, your role
boiler maintenance process, from coal strap / responsibilities
dismantling, coal ash removing, hot water pipe • HOW you did it
cleaning, oiling machine parts and repainting. ▫ Your tasks, methods, challenges, your role
• WHY you did it
▫ Your role, reasons
• OUTCOME
▫ What was the outcome of the situation, emphasize
your contribution

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Role of Supervisor Role of Supervisor, continued
• Guides the development of the member-in- • Employers are encouraged to offer a full
training into a technically and capable range and progression in responsibilities in
professional
• Conveys understanding of the relationship work assigned so experience and exposure is
with the employer/client, the professional gained in all areas (engineering: Guideline
Association and society 2, geoscience: Guideline 3)
• Professional obligation to give fair and • Report review and sign off
professional criticism when warranted.
• We assume supervisors and mentors are • Include comments please! (but the report will
ethical, fair and impartial (fair even if there still be reviewed if there are no comments)
is a personality conflict)

Role of Supervisor, continued


Multiple Supervisors
Comments might include things like:
• Confirms that examples are accurate (indicate if MITs
• If you have more than one supervisor in a role was over-stated or under-stated)
reporting period: • Level of guidance required (minimal, as expected,
▫ Only the most recent one needs to sign BUT extensive)
• Extent to which MIT was responsible for producing
only if they are comfortable the outcomes
▫ May need all of them to sign • Complexity of the context wrt typical work-related
situations experienced by professional licensed
engineers and geoscientists
• Consistency of MIT behaviour in the performance of
their work, noting positive or negative trends
• The impact the MIT had on the organization and the
people involved
• Further detail the MIT missed (however MIT ideally
adds that detail themselves)

Role of Supervisor, continued Role of Supervisor, continued


• Sometimes supervisor comments get the report Further examples of great supervisor comments:
approved • Further to the above, the testing was actually a series
Examples of great supervisor comments: of field trials and were readily adopted as the
• John’s engineering skills have grown immeasurably engineering practice related to drill and blast pattern
over the past two years. He is taking on more and layout. These design changes effectively reduced
more responsibility. dilution and improved ore recoveries
• Jane has progressed enough in her career to take on • Jack realizes that time wasted due to damage to
project management. I am confident in Jane’s abilities equipment can often outweigh the optimal design on
to be the main client contact. paper due to field imperfections or non-ideal
• Jack has contributed to projects being successfully conditions
completed within budget. • Jane is outstanding technically and continues to be a
• Joanne realizes that social implications are a key recognized leader. She also directed time studies and
component of geoscience. She realizes that every the collection of vital data to improve mine planning
project needs to be approached with these in mind. and scheduling as well as equipment selection

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Role of Supervisor, continued Role of Mentor
• It is NOT the supervisor’s role to write the • When the supervisor is not a P.Eng. or P.Geo.
report but suggestions for improvement are (registered anywhere in Canada), P.Eng. or
P.Geo. “mentor” required
encouraged and second and third drafts
• Provides a recommendation as to whether or
written as experience report writing is a not the experience is acceptable engineering
learning opportunity too. or geoscience as per definitions from the Act
• It is up to the supervisor (or mentor) how and Guidelines 2 (eng) or 3 (geo)
much responsibility they take on. Some have • Mentor for experience review purposes may
very big hearts... or may not be your “career” mentor
• Note: no opportunity for mentor arrangement
with pre-grad experience credit

Experience reporting keys to


Role of Mentor continued
success – Supervisors / Mentors
• Meet with MIT as required • Complete comments electronically if possible
• Involve supervisor if deemed necessary (also allows you to utilize the hyperlinks for
• Experience review and signature from information items in the forms)
supervisor is still required (supervisor verifies • Don’t forget to initial / sign each page after
description of the experience) printing
• Sign Summary Evaluation even if it’s not
Final Report
• Supervisors and Mentors may send the report
directly to APEGS if they wish (MIT signature
on first page can be obtained later)

Experience reporting keys to Examples


success – Supervisors / Mentors
• There are no examples currently available
• Consider comments non-optional, even if it but a new release of Experience Guideline 1
simply reinforces that work described is expected soon will have Appendices with
accurate. examples from various disciplines
▫ Feel free to augment info provided by MIT in the
report OR send back to the MIT for revision.
▫ Goes a long way in eliminating any questions or
uncertainty of the Experience Review Committee
• Expedite review of reports

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Recent additions to Guideline 1 Report Summary Form
• Section for Academic review cases • Filled out each time you submit a report
• The quality of the report is expected to • Chronological order
be at a professional level, just the same
as any engineering or geoscience report that • Include all experience to date that you plan
will be released to a supervisor, colleague or to submit even if it has not been submitted
a client. Experience reporting is a peer yet – with every report
review process and there will be a number • Date format – common problem with
of your peers reading the report. mm/dd mixed up or doesn’t match first
• DO NOT use words such as “assisted”, page
“involved with” or “participated” or similar
general references to your work because
these are not direct enough in identifying
the work you did personally.

Feedback Eligibility to write the PPE


• Experience reporting process is always • Must be registered as a member-in-training
evolving and improving. Your feedback is in good standing
valuable. ▫ Also need this in order for APEGS to review
experience reports
• At least one post-bachelors report
submitted to APEGS completed in full (does
not have to be approved yet) by the PPE
application deadline

Contact Information  A constituent society of APEGS


• All registration info under “Apply” on website  All registered P.Eng., Engineer-in-Training and
• This presentation posted under Apply, Work Engineering Licensee in the greater Saskatoon area are
Experience Reporting automatically members of SES
 1855 P.Eng., 784 Engineer-in-Training (SES has a
Phone: 306-525-9547 or fraction of these in their contact list)
1-800-500-9547  Web site: www.saskatoonengineers.com
Website: www.apegs.ca  Sign up for SES event e-mail under “Contact Us”
E-mail: apegs@apegs.ca
 SES executive encourages all members to participate
in events

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CIM Saskatoon Geosection
Constituent society of APEGS
Constituent society of APEGS (receives grant funding)
geoscientists-in-training, professional geoscientists  All engineers-in-training and professional engineers
and geoscience licensees registered with APEGS with registered with APEGS, within Regina or surrounding
address in central and northern Saskatchewan area.
Web site is www.reginaengineeringsociety.com.
Purpose is to facilitate professional development,  To receive e-mails for all upcoming events, email
knowledge sharing, networking and fellowship among Jamie at jkilkenny@saskenergy.com.
Saskatchewan geoscientists  RES executive team, would encourage all members
Web site: to register in RES E-mail list and participate in events.
http://www.cim.org/branches/branches_profile.cfm?Branch_ID=43
Email: saskatoon@cim.org

• Continue with remainder of slides if time


permits
Constituent society of APEGS (receives grant funding from
APEGS based on address (or by choice of the member by contacting
APEGS: geoscientists-in-training and professional geoscientists registered
with APEGS with address in southern Saskatchewan)
Purpose is to promote the study and practice of the
earth sciences and to foster a spirit of scientific research
among its members
Web site is www.sgshome.ca

Professional Practice Exam Professional Practice Exam


• 3 hour, closed book exam on Canadian law • In order to be eligible to write:
and ethics ▫ you must be registered as a member-in-
• Two sittings per year – Regina and training
Saskatoon both times (alternate locations can ▫ Have at least one post-bachelors experience
be arranged) report submitted to the APEGS office

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Professional Practice Exam Professional Application
• Law and Ethics Seminar • Once all requirements are completed,
▫ 2 days long, approx. 6 weeks before the exam submit the application for registration as a
▫ In Saskatoon mid-April, in Regina late professional member
September ▫ References from at least 3 professional
▫ Excellent seminar which helps prepare you engineers or professional geoscientists
for professional practice ▫ One of the references must be from a
▫ Come prepared with questions previous engineer or geoscientist supervisor
▫ Recommend that read the two text books or mentor
beforehand ▫ Direct confirmation of graduation

Protection of title (Section 26 of the Act): Canadian Mobility


• Title that members-in-training can use: • Agreement on Internal Trade
▫ “Engineer-in-Training” or “Geoscientist-in-
▫ Labour mobility provisions became effective
Training” written out in full
April 2009. Intended to remove all mobility
▫ Can be used along with a title containing the title
barriers.
“Engineer” (such as Project Engineer) or
“Geoscientist” (such as Exploration Geoscientist) as • Once become a professional member in one
long as the Engineer-in-Training or Geoscientist- province, apply directly as such in other
in-Training title is also included provinces.
▫ “EIT” and “GIT” are not publicly recognized
acronyms.
• Caution that use of title allowed is different in
other provinces

International Mobility – Engineers International Licensing -


only Geoscientists
• Academic level agreements
• Professional level agreements • 29 states in USA (?)
• See the APEGS web site under Apply, • Italy, Spain, South Africa
International Mobility
• Inform yourself

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Academic Requirements Academic Requirements
Geoscientist-in-Training:
Engineer-in-Training: • “Four-year bachelor level university
• “Bachelor level university program of study program of study in geoscience recognized
in engineering recognized by Council” by Council”
• Submit the application for registration as an ▫ Geoscientists Canada Knowledge Requirement –
see course list under Registration, Canadian
engineer-in-training Geoscience Grad
• Confirmation of graduation – required for • Apply as an geoscientist-in-training:
member-in-training app application form, transcripts, confirmation
• Good character of graduation form (or transcripts direct)
• Good character

Professional Development
Professional Development –
• All members, including members-in- Why Is It Necessary?
training are required to participate in the
• Professionals enjoy special recognition and self-
Association’s Continuing Professional regulation based on their special skills, training
Excellence (CPE) program and education.
▫ Annual reporting of professional • Public accountability demands that
development “points” professionals maintain and improve their special
skills with training and education to warrant the
privileges of special recognition and self-
regulation.
• Real or perceived demands from government
and the public.

APEGS Statutory Requirements Current Professional Obligations


• The Engineering and Geoscience Professions Act
requires APEGS to: • The Code of Ethics* currently requires members
▫ ensure the proficiency and competency of members registered with APEGS to:
in the practice of professional engineering and
▫ keep oneself informed in order to maintain
professional geoscience in order to safeguard the
competence
public*
▫ strive to advance the body of knowledge in which
▫ promote and improve the competency of members*
*Section 5 of The Engineering and Geoscience Professions Act
the member practises
* Regulatory Bylaws 20(2)

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Individual’s Benefits Requirements
• Provides a benchmark and framework for • Describe your individual “scope of practice”
activities ▫ Determine what skills & knowledge are required to
• Assists with career planning carry out current or future responsibilities
• Satisfies programs in other provinces and ▫ Establish a plan to develop, maintain and improve
provides inter-provincial mobility the required skills & knowledge
• Provides a record of activities for performance • Keep a record and report your activities
reviews, promotions and employment
applications (résumés)

Six Activity Categories Minimum Benchmarks


• Baseline of 80 credits per year
• Professional Practice – maximum 50 credits • Three-year rolling total of 240 credits
• Formal Activity – maximum 30 credits • Credits from at least three activity categories
• Informal Activity – maximum 30 credits • Do not exceed category credit maximum
• Participation - maximum 20 credits • Category credits earned in excess of
• Presentations - maximum 20 credits maximum may be carried over for two years
• Carry-over spreadsheet is
• Contribution to Knowledge – max. 30 credits
available on the web site
Details of each category are in the “Member’s
Guidelines” Manual (also available at www.apegs.sk.ca)

Special Circumstances
CPE Reporting Requirements
• These may reduce your CPE requirements
• APEGS provides licence waivers • Keep your Scope of Practice up-to-date
• CPE Program will recognize needs of • Keep track, throughout the year, of the credits
members who are working or consulting part- you earn on your Activity Report
time, semi-retired or on parental leave, or
who have obtained a licence waiver • Report credits in each category in your On-Line
• Individualized program plans provide Profile.
flexibility
• Contact the APEGS office to discuss your
special situation

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CPE Questions?
You can contact any of the following:
• Patti Kindred, P.Eng., Director of Education
& Compliance, APEGS
▫ pkindred@apegs.ca
▫ 525-9547 in Regina or 1-800-500-9547
• APEGS Web site under Members, Continuing
Professional Excellence
▫ www.apegs.ca

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