additions aia florida board of directors 1. b. 1. c. d.2012/09/28 · additions aia florida board...

ADDITIONS AIA Florida Board of Directors

September 28, 2012 8:30 am – 3:00 pm

Ritz Carlton Sarasota, FL

A. Consent Agenda Peter W. Jones, AIA

1. FAPAC Thank You Letter [page 2]

B. Regional Directors Report [pages 3-5] Don Yoshino, FAIA Steve Jernigan, FAIA

1. ArchiPAC [pages 6-21] C. 2013 Draft Budget [pages 22-32] Dan Kirby, AIA, AICP, LEED AP D. Advocacy Committee Report Andy Hayes, AIA

1. 2013 Legislative Policies [pages 33-39]

E. Other Business Peter W. Jones, AIA 1. 2013 Meeting Dates [page 40]

Board of Directors Additions

FLORIDA/CARIBBEAN REGION

REGIONAL DIRECTORS REPORT – October 20, 2012

Don Yoshino, FAIA – Senior Regional Director

Steve Jernigan, FAIA – Junior Regional Director

Esteli Capote-Maldonado, Assoc. AIA – Regional Associate Director

1. Following up on the Florida/Caribbean Regional meeting in Palm

Beach, Florida – Miguel Del Rio, AIA of Puerto Rico was elected be

a 3-year term (2013-2015) as our new Regional Director on the AIA

Board of Directors. Congratulations to Miguel, and to also to

Michael Lingerfelt, FAIA and Rick Logan, AIA for their willingness to

serve the AIA. And by the way, Julián Manríquez of Puerto Rico

won the Smart Car lease – how did he get it back on the plane?

2. AIA National Board of Directors meeting held October 14-16, 2012

in Santa Fe, New Mexico. A brief synopsis of the board’s activities: a. President Jeff Potter, FAIA gave an update on his activities since

the national convention, including a trip to China and of course his

trip to the Florida/Caribbean Regional Meeting in Palm Beach.

We were honored to have Jeff and his wife Shelley for the entire

convention.

Photo taken

by Don

Yoshino, FAIA

of President

Potter giving

the “I’m Not

Worthy!”

salute to yours

truly after 35’

eagle

putt...length of

putt gets

longer as time

goes by…

b. Financial: Treasurer Gabriel Durand-Hollis, FAIA updated the board

on reserve contribution policy – it was agreed that no mandatory

reserve contribution be considered 2013 or 2014 – however, any

excess revenue will be used toward the reserve as was the case

this year due to investment gains. The goal is to maintain a reserve

of 40% of yearly operating revenues.

c. Management Report by Robert Ivy, FAIA – CEO of the Institute:

Robert reviewed the goals and objectives of the management

team since he joined the AIA last year. He was clear that the staff

should be aligned with the AIA’s “Repositioning of the Institute”

effort, especially in marketing and communications. The

leadership team is working to improve organizational effectiveness

through the internal “AIA University” for staff to better understand

the culture of architecture and so they better understand what


architects do. Robert also stressed the effort to collaborate with

other organizations in the design and construction trades, as well

with our own collateral organizations (NCARB, NAAB etc.). He

defined challenges for the AIA in the future, as well as growth

opportunities. Membership renewals are fairly level (91% renewal

which is 101% of goal). Robert is co-chair of “America’s Design

and Health Initiative” and will moderate a panel discussion at the

upcoming Clinton Global Initiative.

d. Repositioning Effort: consultants Pentagram and LaPlaca-Cohen

reviewed progress to date on the repositioning program – over

30,000 interviews have been conducted – members, non-

members, public, clients….a broad overview of what perceptions

are about the AIA. The situational analysis phase of their work

shows that the perception among the public is that architects

shine through their creation of value through design. They also see

us as problem-solvers who influence lives through the built

environment. Younger respondents emphasized design’s

influence on health and well-being. A few interesting findings from

client groups with experience working with architects:

1. They were only moderately confident about

knowing when to hire an architect and how to

identify the best firm for a particular project.

2. Motivators for hiring an architect included help in

navigating the design/construction process,

meeting codes.

3. Barriers to hiring an architect were price (too

expensive) the need for front-end capital to pay

design professionals before securing financing, and

lack of resources to assist in finding the right firm for

their project.

Bottom line is that the gap between who we are and how we are

perceived needs to be addressed so we can decide what it is we

want to be. The take-away for us was that now is the time for

action – what is it that the AIA needs to be for its members? There

are some hard choices to be made about programs and

organizational structure to “flip” the organizational chart so

members are on top. For a complete update go to:

www.aia.org/repositioning

e. Architectural Contract Documents (ACD) 4 – board voted to

extend the contract for the software consultants for ACD4 until

ACD5 is ready to come on line next year.

f. A presentation was made by Jim Terry, AIA of Birmingham, AL

related to the latest changes to the ADA, specifically on “safe-

harbor” provisions and a number of online resources available to

architects attempting to not break the law.

g. 2012 Convention recap – the convention in Washington, DC

attendance was up 38% over 2011. The 2017 convention was

shifted from Toronto to ORLANDO (moved up from 2019). There will

be considerable efforts to encourage attendance at the 2013

convention in Denver by Emerging Professionals, including

reduced registration fees for EPs. Of course, our own Mickey


http://www.aia.org/repositioning

Jacob, FAIA will preside over the Denver convention as AIA

President, so we hope to have great attendance from the region.

h. Public Director – Mindy Thompson Fullilove, MD, a psychiatrist and

urban researcher was elected as one of the two Public members

on the board. She was voted on by the board from an impressive

slate of candidates. The public directors are a tremendous

resource in spreading the word about the importance of

architecture.

i. National Architectural Accrediting Board (NAAB) 2013

“Accreditation Review Conference” is upcoming – the AIA

provided research on suggested changes and strengthening of

the accreditation process. See Don or I for details or a copy of the

research.

j. AIA Code of Conduct – the board voted to amend the code to

include language that members who agree to mentor or employ

an IDP candidate should provide reasonable and timely access to

the intern’s records.

k. Committee break-out sessions – each major committee

(Advocacy, Communications, Knowledge, and Community) gave

a status update and solicited input.

3. Your regional leadership will meet in San Juan October 26-28 to

discuss a number of topics specific to the Florida/Caribbean

Region. Please let us know if there is specific issue you want to be

brought before the group. Florida representatives will be meeting

with the Large State Roundtable group in Detroit from October 12-

13 on issues common to large single-state regions (yes, Florida is a

hybrid…).

4. This will be the last (sniff sniff) board meeting for Senior Regional

Director Don Yoshino, FAIA. Don has been a terrific representative

for the region and the state on the national board for the past

three years. But we won’t let him escape that easily….Mickey still

has a few committee

Please feel free to contact any of your regional representatives with ideas,

concerns or anything else we need to bring to the attention of the AIA at

the national level. You can contact us through the link below:

http://www.aiafla.org/About-the-AIA_Regional-Directors-Page.cfm

Respectfully submitted:

Steve Jernigan, FAIA

Junior Regional Director


http://www.aiafla.org/About-the-AIA_Regional-Directors-Page.cfm

ARCHIPAC INTRODUCES THE ARCHIPAC GAMES CAMPAIGN! GET IN THE GAME…. GIVE OR FUNDRAISE

Games end on General Election Day (November 6th, 2012)

Contribute at the levels listed below and receive a photograph of Washington, DC architecture along with other benefits:

TEAM PLAYER ($100 OR MORE) – 5x7 picture of Washington, DC and thank you letter.

TEAM CAPTAIN ($500 OR MORE) – 8x10 matted picture of Washington, DC with thank you letter.

TEAM OWNER ($2,500 OR MORE) – 8x10 framed picture of Washington, DC with thank you letter.

Visit www.archipac.org/contribute to make a donation and join the team!

Contact Wendy Perez Young at (202) 626-7381 for questions.

Are you already a contributor but want to get more involved with ArchiPAC?

Sign up to be a COACH in the:

ARCHIPAC GAMES FUNDRAISING COMPETITION Coaches are AIA members that want to help raise funds for ArchiPAC. The

member that raises the most dollars will receive the

GOLD CUP OF FAME!

The member that can solicit the most contributors will receive the

SILVER CUP OF HONOR!

We will help ensure your fundraising is a success! Contact Wendy Perez Young at (202) 626-7381 or [email protected] to get started or for more

information.

Coaches will receive the following benefits for participating: A personal thank you gift, note cards, name recognition, and 2 extra passes to

attend the 2013 PAC reception at Grassroots or Convention.

Go to www.archipac.org for more information or for the latest on ArchiPAC Games and Stats.

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Under federal election law, all contributions must be U.S. citizens or permanent residents. Contributions to ArchiPAC are not tax deductible. Federal law requires political committees to use best efforts to collect and report the name, address, employer and occupation of individuals whose contributions exceed $200 in a calendar year. Amounts are suggestions only. Contributions are strictly voluntary and do not affect AIA membership status. Corporate contributions are prohibited by federal law.


http://www.archipac.org/contribute�

mailto:[email protected]�

http://www.archipac.org/�

COACH PLAYBOOK: HOW TO

FUNDRAISE GUIDE


ArchiPAC FUNDRAISING GUIDE Table of Contents ArchiPAC FAQs – Answers to All of Your Questions …or at least to many of them. This document highlights the important components of a PAC, as well as some of the most common questions (e.g. Is my contribution tax deductible? Who decides which candidates ArchiPAC will support? How much can I give? and so on). Familiarize yourself with this document before sending out a solicitation email or making phone calls. Solicitation Dos and Don’ts This list discusses what strategies are legal and which ones are most likely to engage your constituency and persuade them to make a gift to ArchiPAC. Familiarize yourself with this document before sending out a solicitation email or making phone calls. Additional Rules to Follow. It’s the Law! ArchiPAC is regulated by federal laws that we are required to abide. Become knowledgeable of these rules before starting your fundraising efforts to ensure we remain compliant. Brief Talking Points – Why Give to ArchiPAC These are brief talking points that you may use when speaking to AIA members about ArchiPAC. Debunking PAC Myths This is a list of responses to common PAC myths (e.g. “PACs buy votes”). Familiarize yourself with this document before sending out a solicitation email or making phone calls. Fundraising Ideas Make fundraising for ArchiPAC “fun”! Learn the many creative ways that will get AIA members excited and motivated to join ArchiPAC.


Samples In this section, find sample e-mails and telephone talking points. Remember, the ArchiPAC team at AIA National will work with you to send out e-mails and thank you letters. Just contact us, and we’ll do the heavy lifting!

Thank you for your support!

Questions? Contact Wendy Perez Young at (202) 626-7381

or [email protected] or Adam Melis at (202) 626-7383 or [email protected] for any questions.

Remember: It’s always better to be safe than sorry!




ARCHIPAC FAQs ArchiPAC - The only

federal political action committee of the American Institute of Architects

Associations such as the AIA are prohibited by federal law from making political contributions to candidates for federal office. ArchiPAC is the bipartisan political arm of the AIA, which exists to help elect architect-friendly candidates to the U.S. Congress. Pursuant to federal law, ArchiPAC is completely funded by individual, voluntary contributions from AIA members.

What Is ArchiPAC?

Decisions are made each and every day in Congress that affect our practices and our communities. ArchiPAC enables architects to approach vital public policy matters through a well-organized, well-informed, and united front. Through ArchiPAC, architects are able to multiply their individual political effectiveness and increase the visibility and presence of the profession at the national level and ensure that Congress hears what we have to say.

Why do the AIA and architects need ArchiPAC?

Each of the more than 80,000 members of the AIA has the power to support candidates for office. ArchiPAC hopes that AIA members continue their individual political activity. However, when we join together, our effectiveness and influence increase. There is strength in numbers, and by pooling the resources of many architects, ArchiPAC allows the AIA and its members to support candidates who share architects’ concerns about issues facing the built environment and the architecture profession. With a strong ArchiPAC, the profession has a loud, powerful voice and is able to support federal candidates who understand the issues facing the architecture profession today and as we move forward in our many initiatives.

Why should I invest in ArchiPAC?

Federal election law limits the individuals that can support ArchiPAC. Accordingly, ArchiPAC can only accept contributions from its restricted class, which includes current AIA members, Associate AIA members, AIAS members, AIA employees (including CACE), and the immediate family of these individuals.

Am I eligible to contribute to ArchiPAC?


How much can I contribute to ArchiPAC?

Contributions to ArchiPAC are as small as $1 and are limited to $5,000 per calendar year per individual by federal law. All contributions help in our effort and all are welcome.

You can make a contribution to ArchiPAC in two ways:

How do I make a contribution to ArchiPAC?

• Fill out a contribution form and mail it with a check (payable to ArchiPAC)

• Go to

or credit card information to: ArchiPAC 1735 New York Avenue, NW Washington, DC 20006

www.archipac.org and click on the “Contribute” tab to make a secure credit card contribution.

Yes. ArchiPAC accepts and encourages monthly contributions by credit card. Doing so may be much more feasible for donors. For example, a $1,000 annual contribution amounts to only $83 a month, a much easier way to make a large contribution. For more information, e-mail Wendy Young at

Can I give to ArchiPAC a little each month?

[email protected].

No. Federal law prohibits contributions to political activities from being deducted from state or federal taxes.

Is my contribution tax deductible?

ArchiPAC does not make contributions based on a candidate’s political affiliation. Instead, contributions are made based on a review of a candidate’s understanding of our profession’s concerns, past voting record on key AIA issues, committee assignments, and leadership positions. This ensures that ArchiPAC’s funds—including your donations—are used most effectively.

Who does ArchiPAC support?

As a bipartisan organization, ArchiPAC’s strategy takes into account the current leadership in Congress, but we also acknowledge the fact that leadership could change in any given election cycle so we must be able to work with members of all parties. In addition to trying to achieve a bipartisan balance, ArchiPAC also looks to the possible agenda for the next congressional session. As such, before any contributions are made, the likely committee positions of the candidate (if an incumbent) and the likelihood that the candidate can win the race are considered.


http://www.aia.org/advocacy/archipac/AIAB079785�

http://www.archipac.org/�


ArchiPAC also supports candidates that work closely with AIA components. Any member can make a suggestion to the ArchiPAC Steering Committee. In addition, 10 percent of ArchiPAC funds are put aside for contributions given to candidates at fundraising events organized by AIA members or chapters. For more information on how to suggest a candidate for support, contact Adam Melis at [email protected].

Our decision-making process is twofold. First, the AIA Federal Relations staff looks at key information on candidates including the following:

Who decides which candidates ArchiPAC will support?

• Whether the candidate is in an upcoming congressional race and his/her chances of winning that race.

• If an incumbent candidate, what committees he/she sits on in the House or Senate and whether those committees work on any of the AIA’s major issues.

• If an incumbent, past votes on AIA-supported legislation. • If an incumbent, leadership positions held by the candidate. • Whether the candidate has any established relationship with their local or

state AIA chapter.

But the ultimate decisions on which candidates ArchiPAC supports are made by you, the member. Staff will pass on a list of suggestions to the ArchiPAC Steering Committee, chaired in 2012 by Jim Rains, FAIA. This group, comprised of members of the AIA National Board of Directors, reviews all proposed contributions and makes the final calls on which candidates ArchiPAC will support based on projected donations to the PAC.

In addition, the ArchiPAC Steering Committee takes suggestions from components and individual ArchiPAC donors. (At least 10 percent of contributions in any given year come from component and AIA member recommendations. To make a recommendation, please fill out this form and e-mail it to Adam Melis at [email protected].)



http://www.aia.org/aiaucmp/groups/aia/documents/pdf/aiab080579.pdf�


SOLICITATION DOS AND DON’TS

Follow the law DO

Not sure what is okay and what isn’t? Contact the AIA ArchiPAC team (information below). Set a positive tone for the PAC Use positive language and keep your messages upbeat. And thank everyone. Include all required disclaimers with any solicitations If you send out a letter or e-mail, it’s best to coordinate with the AIA ArchiPAC team. They will make sure everyone follows the law. If you don’t coordinate, make sure you include the below disclaimers--it’s the law!

• Under federal election law, all contributions must be from U.S. citizens or permanent residents. Contributions to ArchiPAC are not tax deductible. Federal law requires political committees to use best efforts to collect and report the name, address, employer and occupation of individuals whose contributions exceed $200 in a calendar year. Amounts are suggestions only. Contributions are strictly voluntary and do not affect AIA membership status. Corporate contributions are prohibited by law.

Ask! The biggest mistake fundraisers make is skipping the ‘ask.’

Coerce DON’T

Ever. It’s illegal. Coercion is in the eye of the beholder – plus no one likes an overly pushy salesman. You can clearly state your point without crossing the line. Don’t assume everyone understands Most of your eligibles either don’t know what a PAC is or they think it’s dirty money. Start with educating your universe before you solicit them. Tell them what a PAC is, how it works, why you have one and why they should join. Don’t ever apologize “I’m sorry – I know you don’t want to hear this, but we have to have a PAC.” This sets a bad tone all around. Solicit non-eligibles It’s illegal. Eligibles are AIA members, FAIA members, Associate AIA members, and AIA staff. If you need a list of eligible donors contact Wendy Young.



ADDITIONAL RULES TO FOLLOW: IT’S THE LAW! Whether you are making peer-to-peer phone calls, hosting an ArchiPAC fundraiser or talking about ArchiPAC at a local meeting below are a set of rules that you should know…. Because it’s the law!

1) PACs cannot

accept corporate contributions. All contributions must be made from a personal credit card or personal checking account.

2) PACs cannot

accept any more than $100 in cash from an individual. Do not send cash through the mail. Please convert it to either a cashier’s check or money order. A cashiers check or money order must be accompanied by a list of contributors and all required reporting information (name, amount of contribution, employer, occupation and address).

3) Contributions must be sent to ArchiPAC within 10 days of receipt, if they are under $50. They must be received in 30 days if over $50.

4) Contributions to ArchiPAC must be voluntary

.

5) PACs can accept checks from an LLP or LLC as long as

, in the case of the LLC, it elects to be treated as a partnership for tax purposes, and the contribution is attributed to specific individual partners of the LLP or LLC.

6) An individual cannot make a contribution on behalf of someone else nor can they be assisted by someone to make a contribution. It is prohibited if we knowingly accept a contribution in the name of another. For example, it is prohibited

to give an individual a raise or bonus with the expectation that they contribute those funds directly to ArchiPAC.

7) PACs must report the name of the individual that signs the check and the name of the individual on the credit card account.

8) Individuals can only contribute $5,000 per year to a PAC. Husbands and

wives each have separate $5,000 limits.

9) PACs can only accept contributions from U.S. citizens or individuals admitted to the U.S. as permanent legal residents, i.e., “green card” holders.


10) PACs must make “best efforts” to obtain and report the name, address,

occupation and employer of each contributor. Additional information such as phone numbers and email addresses are useful as we could use that information to conduct follow-up calls or send publications electronically.

11) Any written message such as an email, letter, PAC brochure or

contribution form must contain a disclaimer. Below is the disclaimer that you must insert into those documents. • Under federal election law, all contributions must be from U.S.

citizens or permanent residents. Contributions to ArchiPAC are not tax deductible. Federal law requires political committees to use best efforts to collect and report the name, address, employer and occupation of individuals whose contributions exceed $200 in a calendar year. Amounts are suggestions only. Contributions are strictly voluntary and do not affect AIA membership status. Corporate contributions are prohibited by law.


BRIEF TALKING POINTS – WHY GIVE TO ARCHIPAC? What are some talking points for why it is important that our organization has a federal PAC:

• ArchiPAC is a vehicle for a united voice: while the individual architect is seldom powerful enough to present a particular viewpoint before the government and the public, an association of many architects—through ArchiPAC—gives us a chance to be heard and respected.

• ArchiPAC allows architects a way to be more proactive by getting in front of

officials so we are involved in the conversations that affect us. They are made with us, not

for us.

• 100% percent of contributions to ArchiPAC go to pro-architect campaigns.

DEBUNKING PAC MYTHS Myth

• While it's true that the candidate who raises the most money often wins the election, the ability to raise money may simply reflect the level of popular support, which later manifests itself at the polls

: Money buys elections

• All money can do is make certain that voters hear the candidate's message, it cannot guarantee that voters will like what they hear

Myth

• Primary factors in voting behavior are ideology, political party affiliation and party agenda, and the legislator's perception of public opinion in his or her district

: Campaign contributions buy votes in the legislature

• Dollars given to campaigns are not stuffed into ballot boxes. They are used to speak, to educate and to try to persuade voters to vote for or against a certain candidate.

• Money is merely one of the many attributes that are useful in politics-good speaking voice, good looks, marketing skills, popular political positions, organizational ability, access to the press, etc.


Myth:

• Most PACs represent substantial interests in the districts or states of Congressmen and Senators.

PAC contributions assure PAC sponsors of easier access to officeholders.

• Even without giving a dollar of PAC money, most of these unions, corporations or associations would have little difficulty gaining access to their elected representatives.

In any event, access does not equal influence. Few officeholders will take any action or cast any vote that contradicts their basic political instincts or constituency needs.

Myth: PACs generally support incumbents and have reduced competitiveness in election campaigns.

• PACs overwhelmingly support incumbents, but so do individual contributors.

• Both PACs and individuals make rational decisions in their own self-interest, and since most incumbents win reelection, they naturally support them.

• Yet when political conditions permit, and when opportunities for turnover are greater, PACs are usually the first on the scene with the vital seed money necessary for challengers to have a reasonable chance of victory (see the FAQs on how AIA members can suggest challengers for ArchiPAC support).


SAMPLE SOLICITATION – PAST DONORS Dear <<NAME>> I want to thank you for your past support of ArchiPAC, the AIA’s only federal political action committee. Because of your support, architects have been on the front lines in recent discussions in Congress. But there is more work to do. When architects act together through ArchiPAC, our profession can fight for what’s right for our practices and our communities. With elections coming up in November, a strong PAC is more crucial than ever, allowing us to create the relationships on Capitol Hill that our profession needs to make sure these vital decisions are not made for us, but more importantly, they are made with us. In August, the AIA Board of Directors decided to launch a “Regional Challenge.” In this effort, we are trying to engage more AIA members in the Institute’s advocacy initiatives. Our great successes at the federal level – stopping a tax deduction that would impact S-corporations, working to find solutions to the lack of access to credit, extending the Commercial Building Energy Efficient Tax Deduction, removing economic burdens on small businesses, and so on – are because members like you have gotten involved. You have contacted your members of Congress, you have attended town hall meetings, and you have educated other architects on the issues. Our work is not done. The new Congress will be having many debates on issues critical to our profession – climate change legislation, the transportation reauthorization bill, livable communities legislation, and the possible revival of the S corporation issue. With a strong PAC, we can ensure that the candidates for Congress that support our initiatives and issues get elected, giving us a seat at the table. Please join me and make an investment in ArchiPAC. It is a critical tool in our toolbox, and I hope every member in our region will participate. Any bit you can do – whether $10, $25, $100, or $500 – will further our efforts. Simply visit www.archipac.org/contribute to make your contribution today. Help <<insert region>> win this Challenge. In doing so, we will also help the next generation of architects. ArchiPAC has offered to make a $1,000 donation to a charity that supports emerging professionals in the architecture profession in the winning region. What a way to make our money work both ways! Please feel free to reach out to me with any questions, concerns, or suggestions you might have. I look forward to working together to making a better AIA. With deepest gratitude,



SAMPLE SOLICITATION – NON-DONORS Dear <<NAME>> In August, the AIA Board of Directors launched a “Regional Challenge,” an effort I hope you will join me in. In this Challenge, we are trying to engage more AIA members in the Institute’s advocacy initiatives. Our great successes at the federal level – stopping a tax deduction that would impact S-corporations, working to find solutions to the lack of access to credit, extending the Commercial Building Energy Efficient Tax Deduction, removing economic burdens on small businesses, and so on – are because members like you have gotten involved. You have contacted your members of Congress, you have attended town hall meetings, and you have educated other architects on the issues. ArchiPAC, the AIA’s only federal political committee, is a critical part of our advocacy efforts. When architects act together through ArchiPAC, our profession can fight for what’s right for our practices and our communities. With elections coming up in November, a strong PAC is more crucial than ever, allowing us to create the relationships on Capitol Hill that our profession needs to make sure these vital decisions are not made for us, but more importantly, they are made with us. The new Congress elected this fall will be having many debates on issues critical to our profession – climate change legislation, the transportation reauthorization bill, livable communities legislation, and the possible revival of the S corporation issue. With a strong PAC, we can ensure that the candidates for Congress that support our initiatives and issues get elected, giving us a seat at the table when these decisions are made. Please join me and make an investment in ArchiPAC. It is a critical tool in our toolbox, and I hope every member in our region will participate. Any bit you can do – whether $10, $25, $100, or $500 – will further our efforts. Simply visit www.archipac.org/contribute to make your contribution today. Help <<insert region>> win this Challenge. In doing so, we will also help the next generation of architects. ArchiPAC has offered to make a $1,000 donation to a charity that supports emerging professionals in the architecture profession in the winning region. What a way to make our money work both ways! Please feel free to reach out to me with any questions, concerns, or suggestions you might have. I look forward to working together to making a better AIA. With deepest gratitude,



SAMPLE:

(As of April 2, 2012)

AIA ARCHIPAC TALKING POINTS

WHAT IS ARCHIPAC?

Members of Congress on Capitol Hill are making decisions that affect our practices and communities. It is important that we elect responsible leaders that are willing to hear our stories and ideas before making a final decision on legislation that will impact our profession. Through ArchiPAC, we are able to participate in the political process and help elect responsible leaders to Congress.

ArchiPAC is the federal Political Action committee of the American Institute of Architects. All funds raised goes toward supporting candidates running for federal office that are willing to consider our viewpoint before casting a vote. AIA is prohibited in making corporate contributions to campaigns. Therefore, ArchiPAC is funded solely through voluntary personal contributions of AIA members. Candidates that receive support from ArchiPAC are not only appreciative for the architects that made that donation possible, but are also aware that our profession stands united as one voice.

FUNDRAISING UPDATE

In 2011, ArchiPAC raised: $126,608.26 and had 1,334 contributors.

ArchiPAC’s goal in 2012 is to raise $201,200 and reach 2,012 contributors.

As of to date, ArchiPAC has raised: $58,457.20

# of ArchiPAC contributors in 2012: 608 o # of AIA members contributing to ArchiPAC: 578 o # of AIA National staff contributing to ArchiPAC: 30

STATE MEMBERSHIP PARTICIPATION

The ArchiPAC Steering Committee established fundraising goals for each region. [STATE] is located in the [REGION] which has a goal of raising $[INSERT] and reaching [INSERT]

The [REGION] has raised

contributors.

$[INSERT] which is [INSERT]% of its goal, and has [INSERT]

o Of that, [STATE] has raised

contributors in 2012.

$[INSERT] and has [INSERT]

contributors.


CONTRIBUTION FORM

Yes, I want to join the team! Enclosed is my contribution in the amount of:

___$2,500 Team Owner ___ $500 Team Captain ___ $100 Team Player $______ Other Amount

Name of Contributor: __________________________________________________________________

AIA Member No. __________________________________

Billing Address: ______________________________________________________________________

City/State/Zip: ____________________________________

E-Mail: __________________________________________

Firm/Organization and Occupation: ________________________________________________________

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CREDIT CARD

___Visa ___Mastercard ___Amex ___Discover

Credit Card No.________________________________________________________________________

Expiration Date_______ /_______ Name on Card: ___________________________________________

Signature: ___________________________________________________________________________

Please charge my credit card account in the amount of $_____________ each month for a period

of __________ month(s).

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CHECK

Enclosed is my check made payable to ArchiPAC in the amount of $_______________.

(As a reminder ArchiPAC cannot accept corporate contributions.)

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ONLINE - Contributions can also be made online at: www.archipac.org/contribute

I pledge to make a contribution online in the amount of $_______________.

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WHO TOLD YOU ABOUT ARCHIPAC?

MY CONTRIBUTION SHOULD BE COUNTED TOWARD COACH ___________________________ FUNDRAISING EFFORTS.

ArchiPAC ▪ The American Institute of Architects ▪ 1735 New York Ave, NW ▪ Washington, DC 20006

Phone: (202) 626-7381 ▪ Email: [email protected] ▪ Fax (202) 639-7625

Coach’s Name

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2009 Actual 2010 Actual 2011 Actual

2012 YTD August 30,

2012 2012 Budget 2013 BudgetOrdinary Income/Expense

Income601 · Dues

601.1 · State 369,508 355,713 338,340 337,921 340,600 338,000 601.2 · Firm 130,775 116,388 106,212 86,450 108,500 115,500 601.4 · Allied 36,662 34,740 29,565 14,616 35,000 30,000

Total 601 · Dues 536,945 506,841 474,117 438,987 484,100 483,500

605 · Advertising605.2 · Friday Fax 9,920 16,254 16,180 14,163 16,000 16,000 605.3 · Website - 360 9,321 4,129 13,500 13,500 605.4 · Magazine 1,616 - - - - - 605.5 · Directory Advertising 7,000 - 7,000 - - 1,500 605.6 · Job Board 640 320 1,620 681 1,200 1,200

Total 605 · Advertising 19,176 16,934 34,121 18,973 30,700 32,200

615 · Annual Meeting615.1 · Design Awards

615.15 · Awards Dinner 13,770 18,520 18,940 20,610 25,000 25,000 615.16 · Design Awards Sponsorship 7,850 12,500 10,000 10,000 15,000 12,500 615.17 · Design Awards Memorabilia 225 570 - - 615.1 · Design Awards - Other 44,211 31,925 32,515 30,090 37,000 37,000

Total 615.1 · Design Awards 66,056 63,515 61,455 60,700 77,000 74,500

615.2 · Exhibitors 82,189 72,259 75,320 88,270 80,000 82,500 615.3 · Fellows Dinner 5,130 3,150 3,315 3,600 5,000 4,500 615.4 · Registration Fees 66,226 74,376 75,979 122,081 95,000 90,000 615.5 · Sponsorships 40,973 58,990 68,975 96,500 85,000 80,000 615.8 · Foundation Event - - - -

Total 615 · Annual Meeting 260,574 272,290 285,044 371,151 342,000 331,500



2012 YTD August 30,

2012 2012 Budget 2013 Budget

620 · Continuing Education/Seminars620.2 · Registration Fees 111,792 77,294 115,366 3,564 80,000 111,000 620.3 · Sponsorships 1,600 - 2,750 2,000 3,000 3,000 620.6 · ADA Video Course - - - 620.7 · Distance Learning 128,480 42,276 69,844 3,618 50,000 68,000

Total 620 · Continuing Education/Seminars 241,872 119,571 187,960 9,182 133,000 182,000

624 · Interest Income - Accrued 348 - - - 625 · Interest/Investment 10,933 12,135 7,087 4,204 5,000 5,000 626 · Contributions 525 1,000 - - 627 · Miscellaneous Income 103 3,027 2,033 12,450 628 · Gov't Affair Assist Grant 1,250

628.1 · COTE - Foundation Grant - - 2,360 - 628 · Gov't Affair Assist Grant - Other - - - - 2,000

Total 628 · Gov't Affair Assist Grant - - 2,360 1,250 2,000 -

629 · Charity Fundraiser - - (4) - 630 · Management Fees

630.1 · FAPAC - - - - 630.2 · Foundation - - 2,125 1,062 2,125 2,125 630.4 · Region - - 2,642 - 3,418 3,375

Total 630 · Management Fees - - 4,767 1,062 5,543 5,500

631 · 100th Anniversary Celebration631.1 · Sponsorship - - - 10,000 50,000 - 631.2 · Grants - - 2,500 10,000 10,000 - 631.3 · Centennial Society - - - 39,975 30,000 -

Total 631 · 100th Anniversary Celebration - - 2,500 59,975 90,000 -



2012 YTD August 30,


635 · Publications635.1 · Books/Tapes (Logo Shop) 2,669 2,304 3,263 2,743 3,000 3,000 635.2 · Directory Sales 1,828 1,230 401 625 500 500 635.3 · Document Sales

635.35 · Document Shipping 2,045 3,137 2,087 1,381 - - 635.3 · Document Sales - Other 97,552 91,730 80,635 60,778 89,500 91,700

Total 635.3 · Document Sales 99,597 94,867 82,722 62,159 89,500 91,700

635.4 · Editorial Reimbursement 4,000 8,000 4,000 2,021 5,000 5,000 635.5 · Lists/Labels 1,485 2,562 3,515 2,600 2,000 2,500 635.6 · Subscriptions 4,435 2,575 1,283 295 1,500 1,200 635 · Publications - Other - - - 30

Total 635 · Publications 114,014 111,538 95,184 70,473 101,500 103,900

Total Income 1,184,490 1,043,334 1,095,169 987,707 1,193,843 1,143,600

Gross Profit 1,184,490 1,043,334 1,095,169 987,707 1,193,843 1,143,600



2012 YTD August 30,


Expense700 · Building Overhead

701 · Debt Service701.1 · Amortization Expense - 0 0 146 1,793 - 701 · Debt Service - Other - - - -

Total 701 · Debt Service - 0 0 146 1,793 -

702 · Property Insurance 4,144 4,772 4,921 5,053 5,000 5,100 703 · Repairs/Maintenance 3,424 3,914 5,585 2,326 5,500 3,500 704 · Taxes 8,687 8,242 8,057 479 8,700 8,700 705 · Utilities

705.1 · Green Energy Credits - - - - 705 · Utilities - Other 10,686 9,209 9,223 5,433 10,000 10,000

Total 705 · Utilities 10,686 9,209 9,223 5,433 10,000 10,000

706 · Building Contingency Fund 3,600 - - - 3,600 3,600 Total 700 · Building Overhead 30,541 26,136 27,787 13,438 34,593 30,900

708 · Membership Development 4,772 2,644 2,007 827 3,500 2,500 710 · Communications/Publications

711 · Book/Tape Purchases (Logo Shop) 3,803 2,719 3,944 1,815 3,200 3,000 712 · Florida Connection

712.1 · FL Connection Postage 1 58 5 - 712.2 · FL Connection Printing 105 7 58 - 712 · Florida Connection - Other 860 647 - - 1,000 1,000

Total 712 · Florida Connection 967 712 63 - 1,000 1,000



2012 YTD August 30,


713 · Documents for Resale713.5 · Document Shipping 3,167 2,946 1,995 161 2,000 1,500 713 · Documents for Resale - Other 15,419 10,509 7,688 7,886 8,500 8,500

Total 713 · Documents for Resale 18,587 13,455 9,684 8,047 10,500 10,000

714 · Friday Fax 539 798 915 809 800 800 715 · Magazine

715.1 · Magazine Shipping 128 201 46 36 200 80 715.2 · Directory 7,973 2,500 715 · Magazine - Other 14,566 14,510 14,425 10,923 15,000 15,000

Total 715 · Magazine 14,695 14,711 14,470 18,932 15,200 17,580

716 · Website Maintenance 1,837 1,753 1,935 1,260 4,000 4,000 717 · Opportunities 8,500 8,500 8,500 4,650 8,500 400 718 · Job Board - - - - 719 · PR/Outreach 772 2,688 3,255 1,143 3,000 5,400 710 · Communications/Publications - Other - - - 4

Total 710 · Communications/Publications 49,700 45,335 42,766 36,661 46,200 42,180

719.1 · 100th Anniversary Expenses719.11 · App Development - - - 3,500 17,500 719.12 · Printing 2,364 5,500 719.14 · PR Firm (Costs associated with fees to contracte - - - 40,000 64,000 719.15 · Top 100 Survey - - 2,500 - - - 719.16 · Centennial Society - - - 3,307 1,000

719.1 · 100th Anniversary Expenses - Other - - - 4,130 2,000 Total 719.1 · 100th Anniversary Expenses - - 2,500 53,301 90,000 -



2012 YTD August 30,


720 · Continuing Education/Programs721 · Annual Meeting

721.2 · Fellows Dinner 3,578 3,150 3,608 3,621 5,000 4,000 721.3 · Function Expenses 40,058 52,515 46,726 47,298 55,000 55,000 721.4 · Hotel Expenses 25,989 42,035 39,824 79,724 65,000 65,000 721.5 · Promotions 8,335 8,020 7,287 8,293 9,000 9,000 721.6 · Speaker Fees

721.65 · Expense reimbursement - - - 7,206 7,000 721.6 · Speaker Fees - Other 8,252 7,867 6,109 3,750 15,000 8,000

Total 721.6 · Speaker Fees 8,252 7,867 6,109 10,956 15,000 15,000

721 · Annual Meeting - Other - - - Total 721 · Annual Meeting 86,212 113,587 103,553 149,892 149,000 148,000

722 · Design Awards722.1 · Design Awards Dinner 18,810 22,954 21,803 31,931 25,000 25,000 722.3 · Design Awards - Video 1,800 6,000 4,000 4,114 4,000 5,500 722.4 · Design Awards - Travel 1,320 874 - 1,021 1,500 1,500 722.5 · Design Awards - Postage 2,894 1,646 877 937 2,000 2,000 722.6 · Design Awards - Documents 2,717 1,984 2,031 3,088 2,000 2,200 722 · Design Awards - Other - - - 2,285

Total 722 · Design Awards 27,541 33,457 28,712 43,376 34,500 36,200

725 · Seminars/Workshops725.1 · Speaker Fee 18,350 10,150 20,500 2,250 11,250 18,000 725.5 · Expense Reimbursement 7,441 5,154 10,355 340 5,500 9,000 725 · Seminars/Workshops - Other 31,960 21,364 32,380 4,957 25,500 32,000

Total 725 · Seminars/Workshops 57,751 36,668 63,235 7,547 42,250 59,000

729 · Distance Learning 28,409 13,238 3,970 1,166 10,000 12,000 Total 720 · Continuing Education/Programs 199,913 196,950 199,470 201,981 235,750 255,200

730 · Governance731 · Board of Directors

731.1 · Communications 411 - - - 250 - 731.2 · Meeting Expenses

731.3 · Sponsorships-Board Events (2,819) (1,700) (1,600) (2,250) (2,250) (2,250)



2012 YTD August 30,

2012 2012 Budget 2013 Budget731.2 · Meeting Expenses - Other 8,386 11,795 11,295 8,082 10,000 12,000

Total 731.2 · Meeting Expenses 5,568 10,095 9,695 5,832 7,750 9,750

731.4 · Task Force/Policy Development 6,053 4,512 4,519 244 4,000 1,000 731.5 · Committees

731.6 · Committees Conference Calls 1,486 1,272 1,766 1,439 1,500 1,000 731.5 · Committees - Other - - 2,115 - 2,500 500

731.7 FBC Representation 9,600 731.8 FBC Travel 3,700

Total 731.5 · Committees 1,486 1,272 3,881 1,439 4,000 14,800

Total 731 · Board of Directors 13,517 15,879 18,095 7,515 16,000 25,550

732 · Executive Committee732.1 · Conference Calls 710 335 484 313 350 350 732.2 · Travel & Expenses

732.2.1 · EXCOM Retreat-Facilitator Fee 1,090 1,385 7,257 - 2,000 2,000 732.2 · Travel & Expenses - Other 32,936 35,921 33,723 21,768 32,000 33,000

Total 732.2 · Travel & Expenses 34,026 37,306 40,981 21,768 34,000 35,000

732.3 · Large States Meeting - - - - - - 732 · Executive Committee - Other - - - 300

Total 732 · Executive Committee 34,736 37,641 41,464 22,082 34,350 35,650

734 · President 15,256 8,909 11,635 9,670 10,000 12,000 Total 730 · Governance 63,509 62,430 71,194 39,267 60,350 73,200



2012 YTD August 30,


740 · Headquarters Operations741 · Accounting Fees 16,548 8,912 10,732 12,208 10,000 11,000 742 · Bank Charges 13,906 21,334 13,853 10,748 13,000 13,000 743 · Contributions 200 385 2,837 300 750 500 744 · Equipment Purchases 1,498 608 148 1,316 3,500 2,000 745 · Equipment Rental 6,090 8,626 9,465 10,839 12,000 12,500 746 · Equipment Repairs & Maintenance 7,771 6,341 5,734 885 5,000 3,000 747 · Legal

747.1 · General 24,447 5,504 12,591 5,617 8,000 8,000 747.4 · Component Legal Assistance - (2,430) 0 - - - 747 · Legal - Other - - 563 -

Total 747 · Legal 24,447 3,074 13,154 5,617 8,000 8,000

748 · Information748.1 · Books/Tapes 394 10 64 - 250 100 748.2 · Subscriptions 141 261 880 963 500 500 748 · Information - Other - - - -

Total 748 · Information 535 271 945 963 750 600

749 · Insurance 2,162 2,980 2,772 2,696 3,000 3,300 750 · Memberships 5,001 4,131 3,538 2,535 3,000 2,900 751 · Office Supplies 5,668 3,757 3,774 4,044 3,000 4,000 752 · Postage/Shipping 6,647 3,076 2,893 2,481 3,000 3,000 753 · Printing 5,068 1,007 2,076 (244) 900 900 754 · Staff Travel 25,288 29,085 31,632 21,182 31,000 31,000 755 · Taxes/Licenses 99 157 469 110 140 110 756 · Telephone 8,292 8,865 8,750 5,569 9,000 9,000 757 · Storage 1,075 956 1,063 1,227 1,100 1,060

Total 740 · Headquarters Operations 130,293 103,562 113,833 82,476 107,140 105,870



2012 YTD August 30,


760 · Political Effectiveness761 · Consultants/Lobbyist

761.1 · Incidentals 3,429 2,615 2,500 3,433 2,000 2,000 761.2 · Retainer 80,053 65,010 65,768 38,172 65,000 80,000 761 · Consultants/Lobbyist - Other - - - -

Total 761 · Consultants/Lobbyist 83,481 67,625 68,267 41,606 67,000 82,000

762 · Legislative Rec/Entertainment 762.1 · Legislative Rec Sponsorship (1,000) (1,000) (1,000) (1,500) (1,500) 762 · Legislative Rec/Entertainment - Other 1,884 2,002 2,158 1,614 2,500 2,000

Total 762 · Legislative Rec/Entertainment 884 1,002 1,158 1,614 1,000 500

763 · Information 4,120 3,895 4,518 1,298 5,000 2,000 764 · Travel 123 162 109 - 500 250 760 · Political Effectiveness - Other - - - 184

Total 760 · Political Effectiveness 88,609 72,684 74,053 44,702 73,500 84,750

770 · Staff Expenses771.1 · Staff Recruitment - - 331 513 - - 772 · Insurance Benefits 54,590 31,428 37,711 32,081 45,600 44,000 773 · Parking 7,187 6,567 6,379 4,759 7,000 6,300 774 · Payroll Taxes 33,201 29,425 31,071 22,886 31,000 31,000 775 · Professional Development

775.1 · Dues 2,031 1,767 2,295 1,925 2,010 1,700 775.2 · Educational Programs 2,623 847 1,949 1,290 3,200 1,500 775.3 · Staff Development 865 660 2,006 789 500 1,000 775 · Professional Development - Other - 15 96 - - -

Total 775 · Professional Development 5,519 3,289 6,346 4,004 5,710 4,200



2012 YTD August 30,


776 · Salaries and Wages776.1 · Contract Labor 1,650 293 65 - 1,500 - 776 · Salaries and Wages - Other 457,910 399,742 401,380 257,743 425,000 433,500

Total 776 · Salaries and Wages 459,560 400,034 401,445 257,743 426,500 433,500

777 · Retirement 13,063 12,876 15,740 7,348 12,000 15,000 770 · Staff Expenses - Other - - - -

Total 770 · Staff Expenses 573,120 483,618 499,023 329,335 527,810 534,000

778 · Reserve Development778.1 · AIA 150 (AIA 150) - - - - 778.2 · AIA National 2010-Florida - - - - 778 · Reserve Development - Other - - 10,000 - 10,000 10,000

Total 778 · Reserve Development - - 10,000 - 10,000 10,000

779 · Contingency Fund - - - - 5,000 5,000 780 · Miscellaneous Expense - - - 76

Total Expense 1,140,455 993,360 1,042,633 802,062 1,193,843 1,143,600

Net Ordinary Income 44,035 49,974 52,536 185,645 - -

Other Income/ExpenseOther Income

785 · Unrealized Gain (Loss) 51,317 13,499 (10,313) 14,669 - - 786 · Realized (Gain) Loss (11,996) 7,707 (872) 5,271 - -

Total Other Income 39,321 21,206 (11,185) 19,940 - -

Other Expense758 · Depreciation 30,628 28,145 26,752 - - - 759 · Interest Expense 1,419 579 362 - - - 781 · Loss on Disposal of Assets 712 - - - 787 · Brokers Fees 4,513 2,745 3,262 1,554 - -

Total Other Expense 37,271 31,469 30,376 1,554 - -

Net Other Income 2,049 (10,263) (41,561) 18,386 - -



2012 YTD August 30,


46,084 39,711 10,975 204,031 - -


2012 YTD August 30,

2012 2012 Budget 2013 Budget Total Income from Operations 1,184,490 1,043,334 1,095,169 987,707 1,193,843 1,143,600 Total Expenses 1,140,455 993,360 1,042,633 802,062 1,193,843 1,143,600 Income from Operations 44,035 49,974 52,536 185,645 - - Investment Gain (Loss) 2,049 (10,263) (41,561) 18,386 - - Net Income after Investment Gain (Loss) 46,084 39,711 10,975 204,031 - -


2013 AIA Florida Advocacy Principles

The Florida Association of the American Institute of Architects (AIA Florida) is committed to the advancement of Florida’s architecture profession. Our vision is that of a united association of architects who lead the shaping of

Florida’s built environment.

This vision can be achieved by fostering professional excellence and political effectiveness, creating public awareness and providing member communication. Therefore, AIA Florida recognizes the on-going need to propose

and comment on public policies that affect the built environment and the profession.

AIA Florida is committed to actively representing the interests of its members before the Florida Legislature, the Governor, Cabinet and state agencies. To this end, AIA Florida’s Advocacy Committee has developed the following

guiding principles as approved by the Board of Directors.

• A fair and equitable business climate that provides public value and creates jobs in a prosperous design/construction industry

• Uphold high standards of professional practice, professional development/continuing education & ethics

• Qualifications based selection of design professionals for ALL public construction projects

• Recognition of the unique role of architects in protecting public health, safety and welfare

• Development of transportation, communication and utility infrastructure systems that reduce carbon emissions.

• Increase access to affordable energy, housing and quality schools

• Land use planning & environmental policy that protects the Florida environment through stewardship of natural resources

• Energy policy that increases Florida’s self-sufficiency and independence in support of economic development

The AIA Florida Advocacy Committee develops annual Legislative Policies and Position Statements based on the

principles above for acceptance and ratification by the Executive Committee followed by Board of Director approval ensuring regular updates and timely creation or response to legislative changes, advocacy rule adoption and code

modifications.


2013 AIA Florida Legislative and Regulatory Policies

A fair and equitable business climate that provides public value and creates jobs in a prosperous design/construction industry

Fairness and equitable government regulations • Restoring fairness in liability: AIA Florida supports legislation to restore the economic loss

doctrine to preclude negligence claims against design professionals for purely economic losses unrelated to personal injury or damage to other property.

• Tort reform: AIA Florida supports tort reform efforts including:

Monitoring the repeal of the doctrine of joint and several liability and the development of reasonable thresholds at which proportionate liability becomes effective;

Reasonably limiting punitive damage awards; Establishing a maximum or reduced level for contingent fees, such as attorney’s

fees; Monitoring the reduction of the statute of repose barring actions against

architects more than ten years after the certificate of completion or certificate of occupancy are obtained;

Supporting a requirement that any claim alleging professional negligence be accompanied by an affidavit of a third-party registered architect detailing the specifics of the allegations as to the actions constituting malpractice;

Supporting legislation limiting liability for architects for claims related to mold or mold damage not caused by defects in design; and

Investigating the potential tort reform opportunities to limit architects’ liability for the work of other design professionals’ errors and omissions.

Jobs and economic development

• Public-private partnerships - AIA Florida supports use of project financing and delivery approaches that attract private investment and leverage public investment through public-private partnerships (P3) ventures.

• Role of public buildings in economic recovery: The current economic climate provides a unique opportunity for long-term investment in state facilities. AIA Florida supports state investment in public buildings as a means of promoting economic recovery, given the economic benefit of construction jobs, dramatic economic multiplier effect of construction, favorable interest rates and relatively low costs.

• Promoting the success of small business: Most architects work in firms that are considered

small businesses. AIA Florida supports pro-small business policies at the state level.

• State-generated public project fee schedules: AIA Florida is committed to continued monitoring of triennial updates to the Florida Department of Management Services (DMS) fee schedules utilized by the state and its agencies in establishing guidelines for architectural fees for state projects;

• Expedited review for projects using renewable energy: AIA Florida supports incentives to local

governments that adopt expedited permit review procedures for projects that include renewable energy elements and achieve certain performance criteria.

Fairness and minimal government regulations

• Restoring fairness in liability: AIA Florida supports legislation to restore the economic loss doctrine to preclude negligence claims against design professionals for purely economic losses unrelated to personal injury or damage to other property.


• Tort reform: AIA Florida supports tort reform efforts including: Monitoring the repeal of the doctrine of joint and several liability and the

development of reasonable thresholds at which proportionate liability becomes effective;

Reasonably limiting punitive damage awards; Establishing a maximum or reduced level for contingent fees, such as attorney’s

fees; Monitoring the reduction of the statute of repose barring actions against

architects more than ten years after the certificate of completion or certificate of occupancy are obtained;

Supporting a requirement that any claim alleging professional negligence be accompanied by an affidavit of a third-party registered architect detailing the specifics of the allegations as to the actions constituting malpractice;

Supporting legislation limiting liability for architects for claims related to mold or mold damage not caused by defects in design; and

Investigating the potential tort reform opportunities to limit architects’ liability for the work of other design professionals’ errors and omissions.

• Electronic permit submittal and plan review process: Florida Statures 471.025, 481.221 and

668.001-006 provide for acceptance of electronic documents. Electronic submission and review is intended to improve the efficiency of the plan review time, coordination and reduce the amount of paper waste. AIA Florida encourages local governments to adopt uniform procedures for acceptance of electronic submissions for permitting. A Joint Task Force of the Building Officials Association of Florida and AIA Florida is working to develop voluntary guidelines for use by local officials.

Lower fees and state taxes • Opposition to anti-business taxation and fees: AIA Florida opposes revenue-based taxes on

services provided by architects and architectural firms, including, but not limited to, a sales tax on those services;

• Opposition to “pay-to-play” fees for public projects: AIA Florida opposes the imposition of

transaction fees on design professionals that do business with the state.

Highest standards of professional practice, professional development/continuing education & ethics Professional practice

• Efficiency in administration: AIA Florida supports further privatization of the administrative functions of the Board of Architecture & Interior Design BOAID;

• Clear practice definitions: AIA Florida opposes modifications to the Florida Statutes Chapters 481 and 471 that would create confusion or mislead the public as to the distinction of the practice of architecture from engineering or other regulated professions and occupations.

• Investigation of unlicensed activity: AIA Florida supports the current structure and maintaining adequate levels of funding for the privatized investigation of unlicensed activity or other practice act violations by the Board of Architecture & Interior Design (BOAID). AIA Florida supports the appropriation and expenditure of unlicensed activity funds for the prosecution of persons engaged in the unlicensed practice of architecture.

• Efficiency in administration: AIA Florida supports further privatization of the administrative

functions of the Board of Architecture & Interior Design BOAID;

• Fairness in disciplinary actions: AIA Florida supports fair and rehabilitative actions in the regulation of practice. AIA Florida will monitor the assessment of disciplinary fines on architects to assure they are administered in a fair and uniform manner;

• Certification only by licensed professionals: AIA Florida opposes the inclusion of non-licensed

individuals as design professionals in Florida Building Code 106.1 Submittal Documents of the Florida Building Code for signing and sealing construction documents.


• Opposition to new specialization practice acts for licensed professionals: Architects

frequently work with licensed Professional Engineers of varying specialties as valuable members of a design team. AIA Florida members have an interest in discussions regarding the designation of engineering sub-specialties through new practice acts. AIA Florida views sub-specialty practice act requirements for engineers as unnecessary and have concerns that sub-specialty licensing could lead to additional administrative costs and create further potential confusion in the marketplace as to practice definitions. AIA Florida opposes sub-specialty licensing acts with engineering. Specialization within the practice of engineering would be most efficiently credentialed through a certification process by non-governmental professional organizations (i.e. healthcare architects through AHCA) rather than creation of additional licensure categories within state statute.

• Internship requirement in state statues: AIA Florida supports an amendment to FS 481.209

section 2(c) deleting the requirement of one year internship experience prior to taking the Architect Registration Examination (ARE) thus aligning with current NCARB policy that allows candidates to sit for the exam upon graduation from a NAAB accredited program.

• Internship duration requirement: AIA Florida supports amending FS 481.211, deleting two- and

three-year calendar requirements currently in statute and concurrently supports legislative rule making authority assigning BOAID authority to establish the same number of IDP hours as currently required by NCARB.

• Licensure by endorsement: AIA Florida supports amending FS 481.213 (3)(c) to allow licensure

by endorsement for those individuals who have obtained the NCARB certificate since all certificate holders since 2000 have NAAB approved degrees as a requirement for certification. This change would also allow licensure for those who have achieved Broadly Experienced Architect (BEA) designation.

Continuing education

• Mandatory continuing education: AIA Florida supports amending the licensure renewal requirement of at least 24 hours of CE during each two-year licensure period with all of said hours in the area of health, safety and welfare (12 hours per year).

• AIA Florida also supports a requirement for two hours of continuing education related to Florida

Laws and Rules, Chapter 481, Part 1, and Rule Chapter 61G1, Florida Administrative Code as a consequence of disciplinary action for licensees found guilty in BOAID investigations.

• Acceptance of specialty CE courses: AIA Florida opposes requiring ongoing specialty CE

courses relating to the Florida Building Codes Training Program unless BOAID accepts those courses as meeting BOAID continuing education regulatory requirements and the Florida Building Commission designates use of building surcharge fees (new as of October 1, 2010) to fund these courses.

• Continuing education reciprocity: AIA Florida supports and encourages BOAID’s efforts to work

in cooperation with the NCARB and other state boards regarding continuing education reciprocity issues.

Ethics

• Ethical standards: AIA Florida supports the AIA Code of Ethics code established for the professional practice of architecture.

Qualifications based selection of design professionals for ALL public construction projects

• Consultants’ Competitive Negotiation Act (CCNA): AIA Florida opposes cost based selection of design professionals in any form. o Qualifications-based procurement is the law in 47 other states. Florida Statute 287.055 has

been in place since 1973 and is recognized across the nation as the “gold standard” in procurement of professional services. Studies have proven that qualifications-based selection ultimately saves money in the overall cost of a building. AIA Florida opposes efforts to modify


or circumvent CCNA. AIA Florida will continue to advocate strict compliance with the law and requirements that all public agencies:

Select design professionals based solely on the qualifications of the competing firms; Assure that public agencies negotiate fees with the most qualified firm in a fair and

reasonable manner; Assure that public agencies properly designate projects that fall within the

qualifications-based selection (QBS) procurement system in good faith; Assure that public agencies employing more than one professional firm under a

continuing contract are in strict compliance with the procurement statutes in selecting firms for a particular project.

o Qualifications-based selection of design professionals saves money over the life of any

building: architects and engineers have the appropriate training and professional expertise to determine the performance of a building over its typical 30-50 year life span. The operational costs for energy, utilities, maintenance and staff associated with this timeframe are usually five to eight times that of initial construction, sometimes more. This illustrates the potential worth of good design decisions made at the outset and also highlights the potential waste of resources when a life cycle analysis is ignored. The value of operational savings on energy and utility costs far outweighs the potential savings in reduced fees through price based selection. For these reasons AIA Florida supports qualifications based selection of competent design teams for all public construction projects.

o The introduction of price into any selection process that involves more than one firm at one

time skews the negotiation and creates a false appearance of competition. This approach detaches compensation from the scope of work being considered, thereby putting undue influence on the design professional to compromise their services. This is in direct conflict to the statutory requirements of design professional to practice with a reasonable standard of care. Legal advice and medical opinions are sought based on competence and judgment, architecture and engineering services should be procured in the same manner.

Recognizing the unique role of architects in protecting public health, safety and welfare

Public health, safety, and welfare / environment

• Codes and standards in the public interest: Standards regulating the built environment must be developed and updated as a result of peer-reviewed research conducted across the industry and adopted when there is a demonstrated connection to public health, safety and welfare by their adoption. This cannot be done efficiently as a function of local government. Doing so creates confusion in the marketplace and unnecessarily complicates professional practice. AIA Florida supports the adoption of the International Building Code (IBC) with no Florida-specific amendments. In addition, AIA Florida supports the removal of authority for local approval of products, methods, or systems of construction;

• Insurance discounts for hardened buildings: Monitoring insurance legislation-especially in

windborne debris areas for commensurate insurance rate reductions for building hardening;

• Supervisory control requirements: Monitoring the effects of requirements for the exercise of responsible supervisory control over the work product of an architectural practice to ensure greater public health, safety and welfare; and monitoring implementation of the prohibition against the preparation of any architectural studies, plans or other instruments of service in an office that does not have a full-time Florida-registered architect assigned to such office.

• Construction phase services: Monitoring research on the feasibility of mandatory requirements

for construction administration services on all buildings that currently require threshold inspections by licensed architects (not necessarily by the architect-of-record).

• Plan reviewer qualifications: Monitoring research on the feasibility of requirements for

professional licensure or certification of those state agents charged with approving design plans and work product of licensed Florida architects;


• Building Plan Review Requirements: Monitoring proposals to define building permit submittal requirements and self-certification of building plans;

• Uniform application of accessibility standards: AIA Florida opposes Florida Accessibility Code

for Building Construction requirements that are distinct from or in conflict with Americans with Disabilities Act Accessibility Guidelines.

• Review of Florida Building Commission declaratory statements on Florida accessibility

code: AIA Florida supports the deletion of the portion of Florida Statute Chapter 553.775(5), which states: “Notwithstanding the other provisions of this section, the Florida Accessibility Code for Building Construction and Ch 11 of the FBC may not be interpreted by, and are not subject to review under, any of the procedures specified in this section. This subsection has no effect upon the commission’s authority to waive the Florida Accessibility Code for Building construction as provided by s. 553.512;”

• Codes and standards in the public interest: Standards regulating the built environment must be

developed and updated as a result of peer-reviewed research conducted across the industry and adopted when there is a demonstrated connection to public health, safety and welfare by their adoption. This cannot be done efficiently as a function of local government. Doing so creates confusion in the marketplace and unnecessarily complicates professional practice. AIA Florida supports the adoption of the International Building Code (IBC) with no Florida-specific amendments. In addition, AIA Florida supports the removal of authority for local approval of products, methods, or systems of construction;

• Building code changes: Monitoring proposed changes to the Florida Building Code through

legislative action or the Florida Building Commission;

• Role of architects in emergency preparedness and post-disaster recovery efforts: AIA Florida recognizes the role of architects in emergency preparedness of our state and supports the training of architects in disaster planning efforts and participation by architects in recovery efforts. AIA Florida supports recognition by the Florida Department of Emergency Management of a standardized credential through AIA training, and the creation of agreements that can be quickly utilized in order to help others during times of natural disaster and crisis.

Development and location of public infrastructure and buildings that reduce carbon emissions and increase access to affordable energy, public facilities, housing and quality schools

• Public buildings should be energy efficient and sustainable buildings: AIA Florida supports

requirements that newly constructed state owned/financed buildings meet energy efficient building design criteria and sustainable building design criteria and supports enforcement regulations for green building energy efficiency compliance.

• Safe and affordable housing: AIA Florida supports legislation enhancing affordable, attainable and safe housing;

• Performance standards for public schools & governmental buildings: AIA Florida supports the development of measurable criteria for the operational performance of all public buildings, particularly schools, that includes an approach using a life cycle cost analysis

• Incentives for school districts to eliminate portable/temporary buildings: AIA Florida supports

increased funding opportunities for School Districts to eliminate the use of temporary buildings or under-performing buildings and replace them with new energy efficient construction.

• Reduce aggregate carbon emissions by creation of a statewide multi-modal transportation plan: AIA Florida supports all measures by the State of Florida to create a multi-modal transportation plan with a fifty year perspective and support efforts to develop the FDOT 2060 Transportation Plan.


• Build commuter rail transit to improve quality of life: Where economically feasible AIA Florida supports the creation of rail systems that remove vehicles from roadways. The linking of housing areas with employment centers and educational institutions has the potential to give all citizens the opportunity to flourish.

• Incentives for improving the built environment around existing and future commuter rail stations and

other multimodal corridors that would be more supportive of transit systems. Land use planning, good urban design and environmental policy that protects the Florida environment through stewardship of natural resources

• Land use planning by referendum: AIA Florida opposes any requirements for rezoning and amendments to local comprehensive plans to be approved via referendum;

• Stewardship of Florida’s natural resources through a holistic management approach: The precious resources within our state have been exploited and at times poorly managed. Many times there are conflicting interests involved in the protection of natural resources that force difficult choices. AIA Florida supports a strategic approach to resource management that looks into the future 50-75 years. Through this long term perspective the care and management of the below:

o Coastline, wetlands, forests and ranch lands o Growth management o Energy producing natural resources o Storm water management o Wastewater Management o Reclaimed Water

• Elimination of any duplication between the Water Management Districts (WMD) and the Department of Environmental Protection (DEP): In order to efficiently manage our natural resources, governmental policy and administration must be simplified and any duplication must be eliminated. This will ensure efficient programs that are business friendly while maintaining an appropriate amount of oversight.

Energy policy that increases Florida’s self-sufficiency and independence in support of economic development

• Property assessed clean energy: AIA Florida supports the implementation of the Property Assessed Clean Energy (PACE) Program that is an opt-in approach for property owners to make green improvements;

• Encourage incentives for private building owners to utilize reproducible energy: AIA Florida

supports increased rewards and incentives for private businesses and residents to produce their own energy, thereby reducing the demands on the existing utility grid.

• Net metering for all: AIA Florida supports a one-for-one credit on all energy developed and harvested from the following and introduced into the local utility grid:

o Public parks o Government buildings o Big boxes o Multi-family residences o Private residences

• Biofuels: Authorize local government to define construction and operation of a biofuel

processing/renewable energy facility for valid industrial/agricultural use permitted within land use categories in local comp plans.


2013 Meetings January 10, 2013 – AIA Florida Board of Directors Webinar January 18, 2013 – AIA Florida Board of Directors - Jacksonville, FL March 20-23, 2013 – AIA National Grassroots – Hyatt on Capitol Hill – Washington, DC April 3, 2013 – AIA Florida Legislative Day – Tallahassee, FL April 4, 2013 – AIA Florida Board of Directors – Tallahassee, FL June 20-22, 2013 – AIA National Convention and Design Exposition – Colorado Convention Center – Denver, CO August 9, 2013 – AIA Florida Board of Directors and Annual Meeting - Orlando, FL (Convention) October 4, 2013 – AIA Florida Board of Directors Meeting - TBD
