Dear Walter:
                          Hello, and thank you for your inquiry.  In
response to your questions, please see my answers below, and let me know if
I can be of further assistance with these or any other PDP/R.E.P. issues.

Best Regards,

Joseph J. Zerby, MBA, Ed.D
Accreditation Programs Administrator
Project Management Institute
Four Campus Boulevard
Newtown Square, PA 19073-3299
(610) 356-4600 ext. 1066
fax 4647


-----Original Message-----
From: Walter Wawruck [ mailto:wawruck@intouch.bc.ca
<mailto:wawruck@intouch.bc.ca> ]
Sent: Tuesday, March 20, 2001 2:46 AM
To: Joseph Zerby
Subject: Carry Over PDUs


Dear Dr. Zerby,

Three questions for you.

Please confirm my understanding of how to claim PDUs for activities prior to
the current cycle, (1 January 1999 - 31 December 2001). My re-certification
date is January 1, 1995.

I have the item from the FAQs on the PMI web site, copied below, and the
instruction in the May 1999 handbook that ""PMPs who earned re-certification
points prior to 1 January 1999 can apply a maximum of 45 units to the
program".

I understand this to mean that activities prior to 1999 shall be assessed
and awarded PDUs in accordance with the current definition of qualifying
activities under the five categories; as though the current definition were
in force at the time of the activity. I understand there is no intention to
"convert" points earned under the "100-points-in-six-years" or any other
earlier systems to PDUs, or to award PDUs for activities which qualified
then, but do not now. For example, in 1996 I could have claimed points for
augmentation of experience or for being a member of a professional
organization or a chapter; I gather that those points are now lost to me and
cannot be translated to PDUs.

Is my understanding correct?


Under the PDP, you would be eligible to transfer up to 45 PDU equivalents
earned between your Certification (or re-Certification) Date and 1 Jan 99,
the start date of the PDP.  If you had been accumulating re-Certification
points under the previous "100 point" system, then you would be able to
convert these directly to PDUs using the relationship 1 point equates to 1
PDU.  This can be done all at once via the Activities Reporting Form by
entering "pre-'99 Transfer Credits" as the Activity Title, the total number
of PDUs being transferred, and "4" for the Category Type.  You should also
indicate the PMBOK Guide Process Groups/Knowledge Areas which were covered
by the activities.  Also, you would need to retain sufficient supportive
documentation to substantiate your PDU claims in the event that you were to
be randomly selected for PDP audit.  Finally, the types of activities being
claimed for pre-'99 PDU transfer credits should be similar in nature to
those falling within the current PDP Category Types.  For example, if you
provided any volunteer services to the professional organization/chapter
which you referenced above which were similar to those found under the
present Category Five, you would be able to claim some PDUs for these
activities.         


Another question. I presume that pre-1999 activities should be reported on
the Activities Reporting Form according to the categories within which they
fall (Category 1 for academic education, Category 5 for service to project
management organizations, and so forth). Category three would not be used of
course, since there were no REPs or program numbers before 1999. Is this
correct?


This approach would be fine as well, particularly if you would prefer your
transcript to list each pre-'99 activity individually for your own
personal/professional development needs.


A final question. I serve as a member of the Editorial Review Board for the
Project Management Journal. I believe I would be entitled to claim 5 PDUs
per year as a committee member in a project management association. Is this
correct?


Yes, up to maximum of 20 Category Five PDUs per PDP Cycle.


Thank you for your help with these questions.

Your truly,

Walter A. Wawruck, PMP
PMI ID 5517, PMP No. 164
16 West 19th Avenue
Vancouver, BC
V5Y 2B2

Phone (604) 879-8752
E-mail wawruck@intouch.bc.ca
Web http://www.walter-wawruck.com <http://www.walter-wawruck.com>

~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Copied from the PMI web site, March 19, 2001:

Q. I was initially certified under the 7-year certification cycle.  My
initial certificate read 4 April 1996 - 31 December 2003.  Then, the
Re-Certification Program changed to the Professional Development Program and
I received a new certificate with the dates 1 January 1999 - 31 December
2001.  Within  what dates must my PDUs be earned?

A.  All 60 of your required PDUs must be earned in the 4 April 1996 - 31
December 2001 period.  A maximum of 45 PDUs may be carried over from your
initial certification period (4 April 1996 - 31 December 1998).  A minimum
of 15 PDUs must be from the 3-year cycle (1 January 1999 - 31 December
2001).