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On Site Testing Requirements

On Site Requirements

The Internet Electronic Exam Administrator (IEEA) allows your organization to administer The Institutes’ examinations from a single computer connected to the Internet. Neither local servers nor a persistent connection to the internet is required; the IEEA downloads exam information at the start of an exam and uploads the results when the exam is complete.

At the time of the exam, you will log on to The Institutes’ website using the IEEA program and enter a secure password provided by The Institutes. Upon verification of both your identity and a valid registration for the examinee, the entire exam will be downloaded to your test site, and then you will automatically be disconnected from The Institutes’ website. When the exam is completed, the IEEA software will automatically reconnect your location to The Institutes’ website and transfer the exam results back to The Institutes.

The exam-delivery software is available as a free download on The Institutes’ website. All the software needed is contained within a 13MB program, which takes approximately ten minutes to install.

Continuing Education (CE) Requirements

As the exam test center, you must ensure that you meet the proctor requirements of the states for which your students have filed for CE. Contact the appropriate state licensing entity if you have questions regarding state CE requirements. If you still have questions about whether you are compliant, please contact The Institutes Compliance Department at (800) 295-9010 or

The Testing Environment

The location and surroundings of the testing room should not affect an examinee’s test performance. Exams may not be administered at a candidate’s workstation, private office, or cubicle.

  • Acceptable testing rooms include:
  • Training rooms
  • Conference rooms
  • Vacant/spare cubicles or offices
  • The Institutes require a quiet testing room that provides the following:
  • Separate workstations or corrals with partitions. If partitions are not available, candidates should be seated at least five feet away from each other.
  • An environment free of distraction, with little chance for interruption.
  • Good visibility of the candidates for the proctor.
  • Easy access and accommodations for an examinee with a disability.

Staffing Requirements

To protect the security and integrity of The Institutes’ exams, on-site test administrators may not sit for an exam within the same window in which they administer exams. Exam administrators may be reinstated after the completion of all registered exams for the current testing window.

If the exam supervisor, test administrator, or computer support person plans to register for an exam, The Institutes must be notified prior to the start of the testing window. Failure to comply with these policies and procedures will result in the closure of the on-site testing center, and The Institutes may declare the exams null and void.

The exam supervisor is responsible for the overall organization of the on-site testing program. We prefer that the exam supervisor hold the Chartered Property Casualty (CPCU) designation, but human resources personnel, educational coordinators, or managers not sitting for exams are acceptable candidates. Communication between The Institutes and the employer is coordinated through the exam supervisor or his or her assignee. The exam supervisor selects a test administrator to oversee daily test-administration activities. The Institutes recommend that two test administrators be assigned to every location. The exam supervisor may serve as one of the test administrators.

Test administrators have direct contact with examinees and perform the logistics and exam-proctoring activities associated with on-site exam administration. Test administrators should be staff members who are knowledgeable in the operation of a computer. They should not be course instructors or candidates who are registered to take an exam.

Responsibilities of Test Administrators

  • Schedule exam appointments for examinees.
  • Remain in the room with the student during testing.
  • Coordinate with the employer’s computer support person to load the test-administration software onto each computer used to administer exams.
  • Ensure that periodic backup of the computer hardware is implemented.
  • Prepare the computer before exam administration (i.e., initialization and configuration test).
  • Confirm the identity of each examinee.
  • Monitor the security of the testing process.
  • Troubleshoot the PC using instructions provided by The Institutes.
  • Obtain assistance from the employer’s computer support person in the event of computer issues.
  • Promptly return testing materials to The Institutes.

The computer support person assists the test administrator in loading The Institutes’ software onto the computer. Some knowledge of computers and a willingness to follow directions are necessary when installing the software and troubleshooting emergencies. Normal administration of exams does not require a high level of computer expertise. Knowledge of the Windows® operating system environment is beneficial. The computer support person serves as The Institutes’ point of contact in the event that a computer problem cannot be resolved on site.

Technical Requirements

  • IEEA minimum requirements for computers are as follows:
  • IBM compatible (laptops are not permitted for use in The Institutes exams).
  • 64 MB of RAM (256 MB recommended)
  • 50 MB disc space (100 MB recommended)
  • 233 MHz Pentium II processor (recommended 500 MHz)
  • Network card for LAN connectivity to the Internet or 56K modem (high speed connection recommended)
  • 17" VGA Monitor (recommended)
  • 1024 x 768 screen resolution
  • Microsoft Windows 7 and higher
  • Printer (mandatory)
  • Single monitor (dual monitors are prohibited)
Requirements for On-Site Testing if Using Virtual Machines or Citrix Environment

The contents of the AICPCU folder in IEEAG5, C:\AICPCU\IEEA\Data\backup, must be saved for six full months.

Proxy, Web Blocking Software, and Firewalls

Two-way communication between The Institutes and all testing computers is required. We highly recommend obtaining support from your IT department. Confirm with your network administrator whether the company has a proxy, web blocking software, and/or firewall. If so, IEEAG6 must be reconfigured to work with the proxy and IP addresses whitelisted.


Each computer terminal on which an exam is administered must be connected to a printer. Any PC-compatible printer is acceptable. The printer is used to produce a grade report or certificate of attendance at the conclusion of the examinee’s testing session.

Installation and Configuration Test

Locations that satisfy the criteria above will qualify to install the IEEA software. The software must be installed on each computer used to administer computer exams. After the installation is complete, a configuration/demo test must be performed. This test has two purposes: to determine whether your organization will be able to administer The Institutes’ exams and to become familiar with the administration process. A configuration test simulates the exam process by administering an abbreviated version of an Institutes exam. Results of this test must be verified with The Institutes before approval for testing is granted.

Registering for an On-Site Exam

Your location must be approved as an on-site testing center before examinees may register for an exam at your location. An examinee intending to sit for an on-site exam will need to provide a center code as part of the registration process. Only approved locations can administer The Institutes’ computer exams. Employees must register with The Institutes for all exams; walk-in examinees are not permitted.

Postregistration Procedures

Examinees will receive a confirmation notice that instructs them to contact their employer’s on-site test administrator to schedule an appointment for their computer-based exam. A current list of registrants will be available on The Institutes’ website.

Testing Windows

  • Computer-based exams are administered during two-month-long testing windows. Four two-month testing windows are scheduled during each calendar year:
  • January 15–March 15
  • April 15–June 15
  • July 15–September 15
  • October 15–December 15

On-site testing centers are not required to be open every day during the testing window, although The Institutes encourage organizations to maintain some flexibility in the scheduling process.

Official Grade Reports

An unofficial grade for all objective exams will be available immediately after the exam unless the exam includes new material. The Institutes will validate all results before an official grade report is available on The Institutes’ website. Essay responses for CPCU exams, which are not graded on site, will be returned to The Institutes for review. Grade notifications will be emailed to the examinee as soon as the results are available. An official grade report will then be available on The Institutes’ website.

Application Form

If your organization is interested in administering on-site computer exams, please complete and return the application form to The Institutes. Please allow up to a week for processing. If you plan to offer computer-based exams at multiple locations, each location must be approved by the Institutes and receive a unique center code.


Please contact the Assessments Department with on-site testing questions at or by calling (610) 644-2100, ext. 7313.