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]
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ADDITIONS AIA Florida Board of Directors 1. B. 1. C. D.2012/09/28 · ADDITIONS AIA Florida Board of Directors September 28, 2012 8:30 am – 3:00 pm Ritz Carlton Sarasota, FL A.
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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 Page 2
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
Board of Directors Additions Page 3
Page 2
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
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.
JJOOIINN AA TTEEAAMM AARRCCHHIIPPAACC GGAAMMEESS FFUUNNDDRRAAIISSIINNGG CCOOMMPPEETTIITTIIOONN
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.
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.
Board of Directors Additions Page 8
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
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?
Board of Directors Additions Page 10
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
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.
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].)
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.
Board of Directors Additions Page 14
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.
Board of Directors Additions Page 15
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.
Board of Directors Additions Page 16
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).
Board of Directors Additions Page 17
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,
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.
Board of Directors Additions Page 20
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: __________________________________________________________________
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.
Total Other Expense 37,271 31,469 30,376 1,554 - -
Net Other Income 2,049 (10,263) (41,561) 18,386 - -
Board of Directors Additions Page 31
2009 Actual 2010 Actual 2011 Actual
2012 YTD August 30,
2012 2012 Budget 2013 Budget
46,084 39,711 10,975 204,031 - -
2009 Actual 2010 Actual 2011 Actual
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 - -
Board of Directors Additions Page 32
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.
Board of Directors Additions Page 33
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.
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.
Board of Directors Additions Page 34
• 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.
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• 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.
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
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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;
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• Building Plan Review Requirements: Monitoring proposals to define building permit submittal requirements and self-certification of building plans;
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.
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• 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.
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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