Rich DeMary / Tammy Patton RMC Workshop Rich DeMary / Tammy Patton

Agenda Update on Exemplar Global Transfer of Aerospace Activities to Probitas Authentication Re-Authentication Requirements and the Application Process Observations and Reminders

Update on Exemplar Global Transfer of Aerospace Activities to Probitas Authentication

Timeline February 15: Purchase agreement signed February 29: Completed purchase of Exemplar Global’s aerospace business March 1: Transfer of Auditor and Training Provider records 650 Auditors representing 960 certifications 7 Training Providers with 14 courses September 1: Transfer complete

Transfer Requirements Transfer requirements included: Complete review of historical records to ensure most recent certification decisions were based on accurate and complete records Transfer to be completed by September 1 Notification to auditors of their right to “opt-out”

PROCESS FOR VALIDATING AUDITORS Resolution 107 Where the Sector Management Structure (SMS) approval of a Training Provider Approval Body (TPAB) or Auditor Authentication Body (AAB) is withdrawn, current approvals or certificates issued by the applicable AAB or TPAB shall be valid and eligible for transfer to another approved TPAB or AAB for a maximum of six months after the withdrawal of the AAB or TPAB, or until the Auditor or TP's authentication / approval / certificate expiration; whichever is less. The accepting AAB or TPAB shall have the responsibility to obtain, review and validate conformance of the required authentication(s) or approval decision records, prior to making their authentication(s) or approval decision

Transfer Priorities Priority 1 Transfer of auditors currently in an application or appeal phase Priority 2 Transfer of auditors coming due for recertification through June 1 Priority 3 Transfer of auditors based on recertification dates (soonest to latest)

Transfer Process Step 1: Creation of Probitas database account for each auditor Status: Completed the creation of 650 auditor accounts Step 2: Transfer and processing of applications in-process New Auditor applications Recertification applications Appeals Status: Completed

Transfer Process Step 3: Records for Pending Applications Verification and transfer of records for auditors coming due for recertification prior to June 1 Status: Completed 160 recertification applications Step 4: Remaining Records Complete the verification and transfer of records for remaining auditors Transfer based on recertification date, soonest to latest Status: Continues with the goal of completion by September 1

Transfer Process Auditor account created Certification dates in account match the auditor’s previous authentication cycle Probitas uploads the auditor’s documents into the account and verifies the accuracy and completeness of the required documents A “snapshot” of auditor’s current Exemplar Global OASIS record is saved to auditor’s account Approval is granted after verification of documents Probitas emails auditor notifying that the transfer is complete Probitas creates OASIS record and “withdraws” Exemplar auditor record

Transfer Process If within 6 months of expiration date, auditor may begin the re-authentication process If within 3 months of expiration date, auditor must begin the re-authentication process

Transfer Process If you have not been contacted by Probitas, you will be in the very near future You will be asked to verify your existing records that will be uploaded into a Probitas account that we have created for you We will then approve you as a Probitas auditor in the OASIS database and issue you a certificate and cards Once you are in OASIS as a Probitas Auditor, we will “Withdraw” your Exemplar Global authentication record(s)

Re-Authentication Requirements and the Application Process

Re-Authentication Requirements Requirements for Re-Authentication Minimum of four (4) aerospace audits within the previous three years Minimum of fifteen (15) hours of relevant Continuing Professional Development within the previous three years Any other aerospace sector training requirements (i.e. AS9101E:2014) Complete the application process (3 months prior to expiration is preferred)

The Application Process Type email address and password. Click

The Application Process Double click

Application Page CPD Audit Log

Submitting CPD Information and Certificates Upload CPD certificates by clicking the

Submitting CPD Information and Certificates Enter information about the CPD Click on and select certificate from computer then

Submitting the CPD Log Upload CPD Log by clicking the Click on and select file from computer Click

Completing the Application When you have completed the upload of your documents, select You will then be asked to make payment, either by credit card or invoice Proceed to Declaration

Application Status Work in progress Request for additional information

Application Status AAB Review Approved with new expiration date

Observations and Reminders

Observations and Reminders OASIS Probitas places priority on OASIS records and dates when there is a conflict (e.g. Exemplar certificate expiration dates) Auditor is responsible for maintaining current contact information in OASIS Auditor is responsible for being aware of expiration date(s)

Observations and Reminders Re-Authentication Requirements CPD Log should contain the number of credit hours for each training event, and certificates should be uploaded in the application to support the CPD requirement Audit Logs must include the company that hired you to conduct the audit, and company contact information to verify your participation in the audit In the absence of this information, re-authentication decisions may be delayed

Observations and Reminders Applications for Grade Expansion If applying for grade expansion (e.g. AS9100 AA to AEA), using the “2 in 15” work experience criteria, the Witnessed Audits cannot be conducted by: An AEA that qualified for AEA through the same “2 in 15” route An AEA that is also an official member of the audit team Witnessed Audit Reports need to include the witness auditor’s contact information

Tammy Patton, Certification Coordinator QUESTIONS www.sae-itc.org/probitas Rich DeMary, Director rich.demary@sae-itc.org Tammy Patton, Certification Coordinator tammy.patton@sae-itc.org