Download - Your APC pathway guide to Project Management
Your APC pathway guide to
Project Management
Your pathway guide to Project Management
ContentsIntroduction 4
Pathway requirements 7
Quantity surveying and construction APC 7
Competency guidance 8
Accounting principles and procedures 9Building information modelling (BIM) 10Commercial management (T010) 11Conflict avoidance, management and dispute resolution procedures (M006) 12Communication and negotiation 14Construction technology and environmental services 15Consultancy services 16Contract administration 17Contract practice (T017) 18Development appraisals 19Development/projects briefs 20Leading projects, people and teams 21Legal/regulatory compliance 22Maintenance management 23Managing projects 24Performance management 25Procurement and tendering 26Programming and planning 27Project finance 28Purchase and sale 29Stakeholder management 30Supplier management 31Sustainability 32Works progress and quality management 33
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Your pathway guide toProject Management
About the APC
The RICS/SCSI Assessment of Professional Competence (APC)ensures that those applying for RICS/SCSI membership arecompetent to practise and meet the high standards ofprofessionalism required by RICS/SCSI. There is a wide rangeof pathways available to qualify as an RICS/SCSI membercovering 19 different areas of practice, at APC (Chartered).
The APC normally consists of:
• a period of structured training• a final assessment.
The structured training is based on candidates achieving aset of requirements or competencies. These are a mix oftechnical, professional, interpersonal, business andmanagement skills.
How to use this guide
This guide is designed to help you understand more aboutqualifying as an RICS/SCSI member in project management.The guide is based on Irish market practice and may beunsuitable for candidates based in other countries.The material is set out in three sections.
Section one- provides information on this area of practice witha general overview of the project management pathway.
Section two- lists the competency requirements of theproject management APC.
Section three- describes the main technical competenciesassociated with project management, providing expandedsector specific guidance on each of them. This forms themain part of the guide.
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Introduction
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About the competencies
The APC aims to assess that you are competent to carry outthe work of a qualified chartered/technical surveyor. To becompetent is to have the skill or ability to perform atask or function. The RICS/SCSI competencies are not just alist of tasks or functions, they are also based upon attitudesand behaviours. The competencies have been drawn up in ageneric way so that they can be applied to different areas ofpractice and geographical locations. This guide is designed tohelp you interpret these competencies within the context ofproject management.
The competencies are defined at three levels of attainmentand each APC pathway has its own specific combination ofcompetencies that you must achieve at theappropriate level. You must reach the required level in alogical progression and in successive stages:
Level 1 – knowledge and understandingLevel 2 – application of knowledge and understandingLevel 3 – reasoned advice and depth of technical knowledge.
The competencies are in three distinct categories:
Mandatory competencies – the personal, interpersonal,professional practice and business competencies common toall pathways and compulsory for all candidates. These areexplained in more detail in the Requirements andCompetencies Guide.
Core competencies – the primary competencies of yourchosen APC pathway.
Optional competencies – a set of competencies selected bythe candidate from a list defined for the particular pathway. Inmost cases there is an element of choice. These are mostlytechnical competencies, but certain mandatory competenciesalso appear on the optional competency list and candidatesare permitted to select oneof these at a higher level.
This guide only deals with the principal core and optionalcompetencies associated with this area. It does not coverthe mandatory competencies.
Choosing your competencies
It is important that you give careful thought to your choiceand combination of competencies. Your choice will inevitablyreflect the work you do in your day-to-day environment(driven by the needs of your clients/employer). Your choiceand combination of competencies will be a reflection of yourjudgement. At the final assessment interview, the assessorswill take these choices into account. They will expect you topresent a sensible and realistic choice that reflects the skillsneeded to fulfil the role of a surveyor in your field of practice.
This guide should help candidates and employers with adegree of assistance in choosing the competencies that aremost appropriate to their area of practice.
How to find help
SCSI Education and Membership will be able to help you withany general APC queries:T 01 6445500F 01 [email protected]
About Quantity surveying and construction
Project managers occupy a central role in the development process driving successful completion of projects.Project management is a thriving professional discipline much in demand around the globe.
Consequently, these chartered professionals can choose from a variety of potential employers including clients andconsultants from both the public and private sectors, with either commercial or not-for-profit aims.
Typically, project managers will be appointed at the beginning of a project and will assist the client in developing theproject brief and then selecting, appointing and co-ordinating the project team. He or she will then usually representthe client throughout the full development process managing the inputs from the client, consultants, contractors andother stakeholders.
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Project Management APC
Chartered project management surveyors operate across theland, real estate and construction markets and their skill setsand knowledge are sought in both private and public sectororganizations, for most sizes and types of projects.
The profession requires a combination of technicalcompetence and business acumen. Leadership skills,motivational/soft skills and risk management expertise aretools commonly considered essential to be an effectiveproject manager.
The diversity of clients and the variable workload make acareer in project management both challenging andrewarding. The activities they are most commonly involvedwith typically include:
• Identifying and developing the client brief• Leading and managing project teams• Identifying and managing project risks• Establishing communication and management protocols• Managing the feasibility and strategy stages• Establishing the project budget and project programme• Coordinating legal and other regulatory consents• Advising the selection/appointment of the project team• Managing the integration and flow of design information
Your pathway guide toProject Management
Chartered alternative designationsrelated to this pathway
All candidates qualifying under the Projectmanagement APC pathway will be entitled to use thedesignation Chartered Project Management Surveyor.
Project management APC
Pathway Requirements
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Your pathway guide toProject Management
Mandatory
Core
Level 3 • Ethics, rules of conduct & professionalismLevel 2 • Client Care
• Communication and negotiation• Health and safety
Level 1 • Accounting principles and procedures• Business planning• Conflict avoidance, management and dispute resolution procedures• Data management• Diversity, inclusion and teamworking• Inclusive environments• Sustainability
Level 3 • Contract practice• Development/project briefs• Leading projects, people and teams• Managing projects• Programming and planning• Procurement and tendering• Construction technology and environmental services• Project finance
Level 2 • Construction technology and environmental services• Project finance
• Accounting principles and procedures or Communication and negotiation (must be taken to Level 3) or Conflict avoidance, management and dispute resolution procedures or Sustainability
• BIM management• Commercial management• Consultancy Services• Contract administration• Development appraisals• Legal/regulatory compliance• Maintenance management• Performance management• Purchase and sale• Stakeholder management• Supplier management• Works progress and quality management
One to Level 2
Plus, one to Level 2 fromthe full list oftechnical competencies,including any notalready chosen from theoptional list.
Optional
Accounting principles and procedures 9Building information modelling (BIM) 10Commercial management (T010) 11Conflict avoidance, management and dispute resolution procedures (M006) 12Communication and negotiation 14Construction technology and environmental services 15Consultancy services 16Contract administration 17Contract practice (T017) 18Development appraisals 19Development/projects briefs 20Leading projects, people and teams 21Legal/regulatory compliance 22Maintenance management 23Managing projects 24Performance management 25Procurement and tendering 26Programming and planning 27Project finance 28Purchase and sale 29Stakeholder management 30Supplier management 31Sustainability 32Works progress and quality management 33
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Competency guidance
The pages that follow are intended to provide guidance for users on the main competenciesassociated with project management.
The guidance has been drawn up by experienced practitioners and aims to give you a clear and practicalunderstanding of how to apply the listed core and optional competencies in the context of projectmanagement. The guidance does not cover the mandatory competency requirements.
The official competency definitions (at levels one, two and three) are provided, followed by a description ofthe key knowledge and activities that are likely to fall within the scope of each competency.
The information provided is designed to be helpful but informal guidance. The knowledge and activitiesdescribed under each competency are not exhaustive, and should not be relied upon as any form ofrevision list. Candidates must satisfy themselves and their employers that they have reached the requiredlevel of attainment before applying for final assessment.
The competencies are arranged in alphabetical order.
The full list of SCSI competencies and pathway requirements can be found in the Requirements andCompetencies guide.
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Description of competency in context of this sector
This competency covers the basic principles of accounting and the interpretation of company accounts in order that reasonedadvice can be given to clients.
Examples of likely knowledge, skills and experience at each level
Accounting principles and procedures
Level 1Demonstrate knowledge andunderstanding of accountingconcepts and the format andpreparation of management andcompany accounts, including profitand loss statements, cash flowstatements and balance sheets.
Examples of knowledge comprisedwithin this level are:• The Generally Accepted Accounting
Principles (GAAP) relevant to thecandidate’s geographical area ofexperience and how property istreated in an entity’s accounts
• International Accounting Standards(IAS), broadly how IAS vary fromNational GAAP and how property istreated in an entity’s accountsprepared under IAS
• An entity’s financial results andbasic accounting principlesincluding balance sheets, profit andloss, and cash flow statements
• The role of the auditor.
Examples of activities and knowledgecomprised within this level are:• Applying knowledge obtained to
achieve Level 1 above and specificknowledge of the accountingstandards that relate to property
• Considering financial statements toestablish, for example, the financialstrength of an entity
• Reviewing and understandinganalysts’ reports on financialstatements
• Considering and understandingcommon financial measures such asreturn on capital employed, NAV, netassets per share, gearing ratio, EBIT,EBITDA and PE ratio.
Examples of activities and knowledgecomprised within this level are:• Providing clients, in an appropriately
supervised manner, with reasonedadvice relating to the financialstanding of a company, e.g. foragency activities such as leasing,buying and selling or to assesssuitability for a commercialrelationship
• Preparing, or assisting in thepreparation of, service chargeaccounts
• Preparing, or assisting in thepreparation of, managementaccounts for a property
• Preparing, or assisting in thepreparation of, an entity’s accounts,i.e. balance sheet, profit and loss,and cash flow statements.
• Providing other professional advicerelated to the interpretation and/orpreparation of accounts.
Level 2Provide evidence of interpretation ofcompany accounts and balancesheets in your area of practice andapplication of appropriateaccounting and regulatorystandards.
Level 3Provide evidence of reasonedadvice given to clients with regardsto profit and loss statements andbalance sheets.
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Description of competency in context of this sector
This competency encompasses the establishment and management of the information modelling systems on projects. It covers collaborative process and technological principles involved in implementing Building Information Modelling (BIM) management.
Examples of likely knowledge, skills and experience at each level
Building Information Modelling (BIM) management Reference no. T087
Level 1Demonstrate knowledge andunderstanding of the technical,process and collaborative aspectsof the use of BIM on projects.
Examples of knowledge comprisedwithin this level are:• BIM strategies and implementation• The various technical options and
solutions for information modelling• The collaborative processes
necessary for BIM adoption• Standard classification systems and
their use in infrastructure• Relevant internationally recognised
management standards.
Examples of activities and knowledgecomprised within this level are:• Preparation of a BIM execution plan• Design and implementation of a BIM
management process• Analysis of comparative BIM
solutions• Maintenance of an information model• Agree and implement contractual
aspects of BIM such as separateprotocol
• Facilitate and manage project teammembers for BIM implementation.
Examples of activities and knowledgecomprised within this level are:• Analysing, assessing, evaluating and
reporting on options for BIMstrategies at a corporate or projectlevel
• Designing and advising oncollaborative strategies for thesuccessful implementation of BIM onprojects
• Advising on the contractual andcommercial implications of using BIMon projects
• Advising on options for software andprotocols on BIM projects
• Advising on technical informationsystems requirements for BIM atcorporate or project level.
Level 2Develop and apply managementsystems to facilitate the use of BIMon projects including unified controland reporting procedures.
Level 3Provide evidence of how theknowledge and experience gained inthis competency has been applied toadvising clients and/or seniormanagement on BIM strategy.
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Description of competency in context of this sector
This competency covers the commercial management of construction works. Candidates should have an awareness of howcommercial competitiveness balances against profitability. They must have a thorough understanding of the financialprocesses used to achieve profitability and how these integrate with the overall delivery of the project.
Examples of likely knowledge, skills and experience at each level
Commercial managementReference no. T010
Level 1Demonstrate knowledge andunderstanding of the principlesof the management ofconstruction projects.
Examples of knowledge comprisedwithin this level are:• Identifying and understanding the
components that make up the costof the project to the contractor
• Understanding the effect that thedesign and construction processeshave on the cost
• Awareness of the techniques usedto reconcile the cost against income
• Awareness of the techniques tofinancially manage sub-contractorsand suppliers
• Understanding the use ofcashflows.
Examples of activities and knowledgecomprised within this level are:• Collecting of data for reports• Carrying out cost to completion
exercises• Preparing cashflows• Preparing reports such as liability
statements, cost to complete andcost value reconciliations
• Applying value engineeringprocesses
• Preparing and submitting cost datafor in-house and/or external use inrelation to areas such as cost ofpreliminaries, comparative cost ofdifferent construction techniques andtaxation allowances.
Examples of activities and knowledgecomprised within this level are:• Monitoring, analysing, reporting and
advising at a senior level on projectcashflows and profitability forinternal use
• Evaluating and advising on financialimplications and appropriatemanagement actions.
Level 2Apply your knowledge to thefinancial management ofconstruction projects, includingregular monitoring and reportingon cashflow and profitability.
Level 3Monitor, report and advise onproject cashflows and profitability.Evaluate and advise on the financialimplications and appropriatemanagement actions.
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Description of competency in context of this sector
This covers the recognition, avoidance, management and resolution of disputes, involving an awareness of different disputeresolution processes and an understanding of the application of dispute resolution procedures appropriate to the area andjurisdiction of professional practice.
Examples of likely knowledge, skills and experience at each level
Conflict avoidance, managementand dispute resolution proceduresReference no. M006
Level 1Demonstrate knowledge andunderstanding of the techniques forconflict avoidance, conflictmanagement and dispute resolutionprocedures including for exampleadjudication and arbitration,appropriate to your pathway.
Examples of knowledge comprisedwithin this level are:• Common causes of disputes• The contribution of some of the
following to dispute avoidance:– Risk management (its basic
principles and techniques)– Early warning systems– Partnering techniques– Clear and robust client briefings
• Theories of negotiation and the roleof effective communication andnegotiation
• The primary features, advantagesand disadvantages of a range ofdispute resolution procedures andtheir surrounding statutoryand/or non-statutory legal/ judicialcontext (e.g. how forms of contractdeal with dispute resolution, and thescope of such clauses):– Mediation– Independent expert determination– Arbitration
Continued next page >
Examples of activities and knowledgecomprised within this level are:• Adopting – or encouraging the
adoption of (as appropriate) –suitable dispute avoidancetechniques
• Negotiating actively on behalf ofclients (e.g. performance failure,unavailability, contract variations,contract interpretations andpayment) prior to third-party referral
• Assisting in the collation orpreparation of claims/counterclaimsand submissions
• Assisting in the identification,gathering and collation of facts andexpert evidence for use in expertreports
• Sufficient understanding of the mainpoints of the statutory or non-statutory law relevantto/underpinning any particulardispute resolution process and itsapplication.
Examples of activities and knowledgecomprised within this level are:• Advising clients of the most suitable
means of dispute avoidance on theirprojects, and of dispute resolutionprocedures appropriate to theirindividual circumstances,demonstrating appreciation of whento seek further specialist advice andwhen to advise clients within thescope of the insurance cover of thecandidate’s organisation
• Involvement in, or assistance with, areferral to a third-party resolutionprocess and associated managementof that process on behalf of clients
Please note that the roles of acting as a3rd party dispute resolver, expertwitness, or advocate, are – for the vastmajority of candidates
– not likely to be an activity that is undertaken. It is only a smallminority of candidates with substantial work experience in the field of dispute resolution for whomthis is likely to be relevant.
Level 2Provide evidence of practicalapplication in your area of practicehaving regard to the relevant law.
Level 3Provide evidence of the applicationof the above in the context ofadvising stakeholders in the variouscircumstances referred to above.
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Examples of likely knowledge, skills and experience at each level
Level 1Demonstrate knowledge andunderstanding of the contractual,legislative and statutoryterminology/requirements, of a construction contract.
• Understanding of the main statute,rules and regulations relating todispute resolution appropriate toyour market sector/areas ofspecialism
• The possible roles and duties of asurveyor as an expert witnessand/or an advocate, to include anawareness of the existence andscope of applicability of RICS/SCSIProfessional Statements, PracticeStatements and Guidance Notes forexpert witnesses and advocates
• The range of nominating bodies andservices available to resolvedisputes, and particularly the role ofthe RICS/SCSI Dispute ResolutionService and any specialised disputeresolution schemes it offers relevantto your market sector
• The RICS Global ProfessionalStatement on Conflict of Interestand any appropriate nationalRICS/SCSI guidance.
Level 2Implement administrativeprocedures necessary for thesmooth running of a constructioncontract.
Level 3Advise on the administrativeprocedures necessary for thesmooth running of a constructioncontract including document controltechniques and systems, meetingsand reporting procedures.
Conflict avoidance, managementand dispute resolution proceduresReference no. M006 (Continued)
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Description of competency in context of this sector
This competency covers the way in which a surveyor communicates, in writing, graphically and orally. It also looks at theprocess and strategy of a negotiation. Effective communication is a fundamental aspect of professionalism and candidatesmust be able to communicate complex technical matters to both technical and non-technical people in a clear fashion.Negotiation is a regular part of a surveyor’s work and this competency deals with taking a systematic approach to achieving asatisfactory conclusion.
Examples of likely knowledge, skills and experience at each level
Communication and negotiation
Level 1Demonstrate knowledge andunderstanding of effective oral,written, graphic and presentationskills including the methods andtechniques that are appropriate tospecific situations.
Examples of knowledge comprisedwithin this level are:• Good grammar and spelling• The etiquette of written
communication in emails, lettersand reports
• Common formats for reports• Presentation of figures and data
using spreadsheets, graphs andcharts
• How to deliver a report at a meeting• How to structure and deliver a
presentation• Establishing your objectives and
strategy for a negotiation• The process of negotiation.
Examples of activities and knowledgecomprised within this level are:• Writing letters or other formal
documents• Compiling a report• Compiling minutes of meetings• Producing pricing documents• Delivering reports at meetings• Taking part in interviews, e.g. for
contractor selection• Giving presentations to staff or
project teams• Negotiating a loss and expense
claim, Extension of Time,acceleration programme, contractsum or final account
• Agreeing the value of an instruction.
Examples of activities and knowledgecomprised within this level are:• Issuing reports to clients• Producing in-house management
communications• Chairing meetings• Conducting interviews• Presenting at seminars• Public speaking on behalf of your
business• Agreement of fees with a client• Advising on complex negotiations or
disputes, e.g. claims for loss andexpense.
Level 2Provide evidence of practicalapplication of oral, written, graphicand presentation skills that areappropriate in a variety of situations,specifically including wherenegotiation is involved.
Level 3Provide evidence of evaluation ofyour communication in a variety ofsituations.
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Description of competency in context of this sector
This competency covers the design and construction of buildings and other structures. Candidates should have a clearunderstanding of the design and construction processes commonly used in the industry. They should have detailedknowledge of construction solutions relevant to their projects.
Examples of likely knowledge, skills and experience at each level
Construction technology andenvironmental servicesReference no. T013
Level 1Demonstrate knowledge andunderstanding of the principles ofdesign and construction relating toyour chosen field of practice.
Examples of knowledge comprisedwithin this level are:• The stages of design from inception
to completion• Impact of current legislation and
regulations (both national andinternational)
• How the various elements of thebuilding work and inter-relate
• The process of constructingthe works
• Operational and maintenanceprocesses post contract.
Examples of activities and knowledgecomprised within this level are:• Appreciating how design solutions
vary for different types of buildingsuch as clear span requirements forwarehousing or acousticrequirements for accommodation
• Understanding alternativeconstruction details in relation tofunctional elements of the designsuch as different types of piling orstructural frame solutions
• Assessing designs for suitability • Proposing alternative designs
solutions both pre and post contact,e.g. inclusive environment principles.
Examples of activities and knowledgecomprised within this level are:• Advising on the choice of
construction solutions for your project• Reporting on the impact of different
design solutions and constructionprocesses on cost and programme
• Advising on the choice ofenvironmental services solutions foryour project.
Level 2Apply your knowledge to the designand construction processes.
Level 3Advise on the selection andapplication of particular processeswithin your area of experience.This should include liaison withspecialists and consultants todevelop project specific designand construction solutions.
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Description of competency in context of this sector
This competency is about the provision of consultancy services to a range of different clients from inception to completion.Consultancy can occur in all aspects of the construction industry on both the client and contractor’s side. Project managersneed to be able to manage consultancy contracts and report on their performance to clients.
Examples of likely knowledge, skills and experience at each level
Consultancy services
Level 1Demonstrate knowledge andunderstanding of the procurementand execution of advisory andstrategic consultancy services in thecontext of the real estate andconstruction sectors.
Examples of knowledge comprisedwithin this level are:• Different forms of procurement for
consultancy services• The types of problems, risks and
issues that may arise duringeach phase of the consultancycycle
• The importance of agreeing a clearcontract with clients
• Managing the use of resources• Managing client expectations• Importance of confidentiality when
dealing with sensitive information• KPIs.
Examples of activities and knowledgecomprised within this level are:• Preparing consultancy service plans• Preparing client briefs• Providing reports to clients• Negotiating client contracts• Keeping appropriate records• Compiling KPIs and monitoring
progress on them.
Examples of activities and knowledgecomprised within this level are:• Providing reports containing strategic
advice and recommendations to arange of clients
• Presenting to clients• Implementing consultancy
intervention• Reporting on KPIs.
Level 2Apply your knowledge of theprovision of consultancy services inthe context of the real estatesectors.
Level 3Give reasoned advice, prepare andpresent consultancy reports,together with relevant analysis toclients, in the context of the realestate sectors.
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Description of competency in context of this sector
This competency covers the role of a surveyor administering a construction contract, including the roles and responsibilities ofthe administrator under the main forms of contract. They should have a detailed understanding of the contractual provisionsrelating to the forms of contract that they have administered.
Examples of likely knowledge, skills and experience at each level
Contract administration
Level 1Demonstrate knowledge andunderstanding of the contractual,legislative and statutoryterminology/requirements, of aconstruction contract.
Examples of knowledge comprisedwithin this level are:• The various standard forms of
contract and sub-contract• Basic contractual mechanisms and
procedures applied at variousstages of the contract
• The roles and responsibilities of theadministrator.
Examples of activities and knowledgecomprised within this level are:• Issuing instructions• Dealing with payment provisions• Managing change procedures• Involvement with dispute avoidance• Dealing with completion and
possession issues• Issuing certificates.
Examples of activities and knowledgecomprised within this level are:• Resolving disputes• Assessing entitlement for extension
of time• Assessing entitlement for loss and
expense• Advising all parties of their
contractual rights and obligations.
Level 2Implement administrativeprocedures necessary to run aconstruction contract.
Level 3Advise on the administrativeprocedures necessary for thesmooth running of a constructioncontract including document controltechniques and systems, meetingsand reporting procedures.
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Description of competency in context of this sector
This competency concerns the ability to recognise, understand and interpret the different procurement routes and contracts.Candidates should be aware of the different options available within their area of practice. Candidates should havea detailed understanding of appropriate use of alternative procurement routes and contracts.
Examples of likely knowledge, skills and experience at each level
Contract practiceReference no. T017
Level 1Demonstrate knowledge andunderstanding of the variousforms of contract used in theconstruction industry and/oryour area of business.
Examples of knowledge comprisedwithin this level are:• The purpose of contracts and their
relevance in the constructionindustry
• The typical elements of a ‘project’that need to be considered whenselecting a form of contract
• Alternative forms of contractavailable and the principlereasons for these.
Examples of activities and knowledgecomprised within this level are:• Providing options for alternative
forms of contract with respect tospecific procurement routes
• Reviewing particular key contractprovisions and how these differbetween alternative forms of contract
• Highlighting the impact of alternativecontractual arrangements on thatparty to the contract.
Examples of activities and knowledgecomprised within this level are:• Providing reports on the ability of
different forms of contract to achievespecific requirements and objectivesof the contractual parties
• Advising on the purpose ofwarranties and bonds, and thedifferent forms available
• Providing guidance on the provisionsof contract if either party fails tocomply with the terms set out therein
• Identifying the correct procedurefor the application of a contractprovision and the potential impactif this is not followed.
Level 2Apply your knowledge of the use ofthe various standard forms ofcontract at project level, includingthe implications and obligations thatapply to the parties to the contract.
Level 3Provide evidence of reasonedadvice, prepare and present reportson the selection of the appropriateform of contract and warranties foryour chosen procurement route.This should include advising on themost appropriate contractualprocedure at the various stages of aconstruction or other contract.
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Description of competency in context of this sector
This competency is about the role of development appraisals. Candidates should be aware of developmentappraisal techniques including Net Present Value and Residual Land Valuations. Candidates should have a detailedunderstanding of how these techniques are applied in the acquisition, disposal and evaluation of development opportunities.
Examples of likely knowledge, skills and experience at each level
Development appraisalsReference no. T023
Level 1Demonstrate knowledge andunderstanding of the principlesand practices underlying a validdevelopment appraisal.
Examples of knowledge comprisedwithin this level are:• The role of development appraisals
in the marketplace and thesituations where their use isappropriate
• The content of appraisals and howdifferent issues such as planningrequirements can be reflected
• The sensitivities of appraisals, whatfactors affect the appraisal
• Awareness of external factorswhich have an influence upon theappraisal process.
Examples of activities and knowledgecomprised within this level are:• Analysing appropriate sources of
information and data• Preparing appraisals for possible
acquisition, disposal or valuation ofdevelopment sites includingresidential, commercial and/ormixed use
• Using different techniques andsoftware available for appraisals(whilst having an understandingof the basic principles ofdevelopment appraisal)
• Undertaking a sensitivity analysis• Assisting in the selection of
appropriate sources ofdevelopment finance.
Examples of activities and knowledgecomprised within this level are:• Using development appraisals to
advise on the acquisition, disposal orvaluation of development sites
• Producing reasoned analysis of riskusing appropriate sensitivity analysis
• Advising on the appropriate sourcesof development finance.
Level 2Identify, select, assemble andanalyse data relevant to carryingout development appraisals.Undertake appraisals using relevanttechniques and methodology andidentify possible sources ofdevelopment funding.
Level 3Interpret and provide evidence ofreasoned advice on developmentappraisals and further opportunities..
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Description of competency in context of this sector
This competency is about understanding the preparation and development of a brief that reflects the client’s requirements.It includes how the information provided by the client is understood and used by the project team to manage thedesign and construction of the client’s aesthetic, functional and operational requirements for the development/project.It also covers the clarification and coordination of the roles of individual project stakeholders.
Examples of likely knowledge, skills and experience at each level
Development/project briefsReference no. T024
Level 1Demonstrate knowledge andunderstanding of the informationrequired to prepare a developmentbrief or project brief.
Examples of knowledge comprisedwithin this level are:• A clear understanding of the client’s
requirements, including the projectdefinition, and any key constraints
• A clear understanding of the roles ofindividual stakeholders
• A clear understanding of the termsof reference between the client andthe project team
• The components of a developmentbrief
• Understanding a project brief.
Examples of activities and knowledgecomprised within this level are:• Preparing and understanding the
outline business case• Stating the client’s required cost,
time and performance/qualityexpectations
• Establishing success measurementcriteria and benefits of the project tothe client
• Establishing any known project risks,constraints and interfaces
• Developing an outline project plan• Developing a project brief • Assessing the client’s appetite for
risk in relation to construction anddevelopment projects.
Examples of activities and knowledgecomprised within this level are:• Developing a project execution plan
for managing the detailed design andspecification of thedevelopment/project
• Clearly identifying whether theinformation prepared by the projectteam accurately reflects thedevelopment/project brief
• Establishing clear procedures formanaging changes to thedevelopment/project brief.
Level 2Apply your knowledge to identify,select, assemble and analyseinformation relevant to thepreparation of developmentbriefs or outline project briefs.
Level 3Apply information in the preparationand presentation of developmentbriefs or detailed design briefs,or parts thereof.
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Description of competency in context of this sector
Candidates in this pathway both lead and manage a range of construction related teams both large and small and across sectors.For example, a consultant project manager may lead and manage design teams and lead on the procurement of projects, aconstruction project manager may lead and manage a team of sub-contractors and consultants and a client side project manageris likely to lead a team of external consultants that procure and administer a range of construction related projects.
Within each sector the project manager should be aware of how to manage people and teams and the role of leadership andmotivation that enables those teams to function.
Examples of likely knowledge, skills and experience at each level
Leading projects, people and teamsReference no. SP001
Level 1Demonstrate knowledge andunderstanding of the characteristicsand behaviour required to lead andmanage teams.
Examples of knowledge comprisedwithin this level are:• The different styles of leadership • The different motivation theories • Effective organisational design and
communication strategies • The climate necessary for the
creation of high performing teams. • The skills required to organise
yourself and others. • An understanding of governance
structures and communicationstrategies.
• An understanding of how peoplebehave in a range of scenarios.
• Human resource managementlegislation
• An understanding of how to measureand assess teams performance.
Examples of activities and knowledgecomprised within this level are:• Using leadership and management
skills and motivation theories inpractice.
• Managing organisational andcommunication procedures in aproject setting.
• Being actively involved in theinterview and selection of people orconsultants or contractors or sub-contractors where you haveassessed their relative merits againsta client brief or KPIs.
• Having the skills to assess andidentify poor performance and anunderstanding of potential correctiveactions available.
Examples of activities and knowledgecomprised within this level are:• Advising upon the structure and
make up of project/delivery teams • Leading and managing people or
consultants or contractors or sub-contractors and reporting on theirperformance.
• Reviewing and analysing any skillgaps and making recommendations.
• Advising on the appointment orrecruitment of people, consultants,contractors or sub-contractorsbased upon selection criteriasuitable for the project.
• Adapting your natural leadershipand/or management styles toimprove personal and teamperformance.
• Identifying and recommendingappropriate action when poorperformance is observed.
• Implementing such actions as areagreed.
Level 2Provide evidence of application ofyour role as a team and projectleader and manager.
Level 3Provide evidence of how you havecontributed to the improvedperformance of people and teams.
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Description of competency in context of this sector
Legal and regulatory compliance is an essential element of commercial real estate. The commercial team is often responsible forensuring full compliance with all the provisions of relevant legislation and associated regulations associated with the operationof the asset.
Examples of likely knowledge, skills and experience at each level
Legal/regulatory complianceReference no. T051
Level 1Demonstrate knowledge andunderstanding of anylegal/regulatory compliancerequirements in relation to your areaof practice.
Examples of knowledge comprisedwithin this level are:• The law relating to building
regulations and planning• Basic land and property law• Law relating to health and safety,
disability, and construction, designand management regulations
• Other laws that impact constructionprojects, e.g. party walls, rights oflight, listed buildings.
Examples of activities and knowledgecomprised within this level are:• Applying health and safety at work
practices, disability, andconstruction, design andmanagement regulations
• Submitting planning, listed buildingor building regulation applications
• Instructing the use of specialistconsultants to advise on legislationsuch as planning consultants,highways engineers, propertylawyers, etc.
Examples of activities and knowledgecomprised within this level are:• Giving written, reasoned advice on
legal and regulatory compliance fora project
• Giving clients reasoned advice onrepresentations on consultationmatters, in written reports, in liaisonwith solicitors.
Level 2Apply your knowledge to complywith legal/regulatory requirementsin specific situations within yourarea of practice.
Level 3Provide evidence of reasoned advice,prepare and present reports onlegal/regulatory compliancerequirements in relation to your areaof practice.
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Description of competency in context of this sector
This competency is about organising and running maintenance and improvement operations for a portfolio of commercial,residential, or mixed-use property. This requires an understanding of the legal framework for determining the owner’s andoccupiers’ rights and responsibilities in authorising, executing, and paying for repairs and maintenance, a knowledge of how todetermine maintenance needs from both technical and functional perspectives, a knowledge of health and safety and otherstatutory requirements relevant to managed occupied buildings, and an understanding of how maintenance planning, procurement,and monitoring functions are formulated and operated. A knowledge of how to apply principles of sustainability in relation tobuilding use and maintenance; and, where appropriate, how building maintenance interfaces with conservation, is also required.
Examples of likely knowledge, skills and experience at each level
Maintenance management
Level 1Demonstrate knowledge andunderstanding of the nature ofbuilding maintenance, and theprinciples and practice of buildingmaintenance management.
Examples of knowledge comprisedwithin this level are:• The legal rights and responsibilities
of owners and occupiers regardingmaintenance repairs andimprovements
• Planned, service level, and reactivemaintenance
• Maintenance inspections andmonitoring
• Maintenance planning, prioritisingand programming
• Fiscal planning in maintenancemanagement
• Procurement of maintenancecontracts
• Effective communication withbuilding occupiers
• Energy and environmentalmanagement of occupied buildings
• The relationship betweenmaintenance and conservation.
Examples of activities and knowledgecomprised within this level are:• Carrying out condition surveys of
buildings• Receiving, prioritising and actioning
repair notifications from occupiers• Managing maintenance programmes
and contracts• Producing planned maintenance
programmes• Planning and monitoring
maintenance expenditure andbudgets
• Procure maintenance contracts• Inspecting completed maintenance
works• Integrating maintenance policies with
environmental and conservationrequirements and policies.
Examples of activities and knowledgecomprised within this level are:• Providing assessments of condition
for individual buildings or portfoliosof properties
• Advising on maintenance policies• Advising on planned maintenance
programmes• Preparing budget and expenditure
reports and predictions for buildingmaintenance
• Preparing and negotiatingpartnership agreements withcontractors and providers ofmaintenance and servicing works.
Level 2Apply your knowledge to gatherbuilding maintenance information,formulate policies, and implementmaintenance managementoperations.
Level 3Provide evidence of reasonedadvice, prepare and present reportson maintenance managementissues.
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Description of competency in context of this sector
This competency is about the stages a project goes through during its life-cycle and the role of the project manager in thatprocess. This includes its inception, briefing, financial feasibility, quality controls, completion timescales and subsequentprogramming. It also includes the contractual and legislative/statutory requirements, stakeholder management, managementreporting and auditing, and the assessment of the performance of a project and its individual stakeholders.
Examples of likely knowledge, skills and experience at each level
Managing projects
Level 1Demonstrate knowledge andunderstanding of all the stages of aproject life-cycle including thefeasibility study process, the toolsand techniques associated withproject controls, and the essentialrequirements of a projectaudit/closeout report.
Examples of knowledge comprisedwithin this level are:• The role of a project manager• The project team structures and
procedures such as PIDs, PEPs andPMPs
• How and why tasks are carried outat a particular stage and when it’sappropriate to deviate from the norm
• The principles of contractual,legislative and statutoryrequirements of projects (includingtown planning legislation andbuilding regulations), documentcontrol, the requirements andinformation management systems,administrative processes, andmanagement reporting requirementsassociated with a project
• The client’s requirements and thedevelopment/project briefincluding the business case driversfor the development
• The techniques for the effectivecontrol of time and cost during thelife-cycle of a project including thereasons for any design, cost andprogramme variations
• Project risks and contingencyplanning
• The management of change.
Examples of activities and knowledgecomprised within this level are:• Preparing a project execution plan
and/or other similar managementtools
• Implementing a developmentappraisal or feasibility study for aproject
• Managing document control,information management systemsand management reporting systems
• Using value management/valueengineering techniques to advise onand improve the viability of thedevelopment
• Carrying out a life-cycle/whole lifecosting exercise including analysingreasons for, and implementation of,any design, cost and programmevariations
• Reporting on project processes andprocedures, performance andlessons learnt.
• Analysing the actual performance ofthe project and the team andidentifying potential improvements.
Examples of activities and knowledgecomprised within this level are:• Designing and advising on a project
execution plan and/or other similarmanagement tools
• Providing reasoned and interpretiveadvice on development appraisals,feasibility studies and businessplans
• Advising on the contractual,legislative and statutoryrequirements for a project
• Advising on and designingdocument control and informationmanagement systems andmanagement reporting systems
• Assessing and advising upon thechosen procurement route,project team structures andprocedures
• Interpreting the results of a lifecycle/whole life costing exercise andgive advice on how these resultscan be used to improve adevelopment’s viability
• Assessing potential design changesto improve the development viability
• Assessing and advising upon theperformance of the project team
• Preparing audit reports and advisingthe client including identifyinglessons learnt and recommendingappropriate responses.
Level 2Apply the principles of the projectlife-cycle process including theimplementation of managementprocedures necessary for thesmooth running of a project life-cycle/whole life costing and riskassessment.
Level 3Provide evidence of reasonedadvice to the client on the detailedprocedures associated with theproject life-cycle, includingstrategies and procedures toanalyse, predict and control timeand cost on projects.
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Description of competency in context of this sector
This competency is about a broad range of performance management approaches and methodologies in the projectmanagement of construction and development briefs.
Examples of likely knowledge, skills and experience at each level
Performance management
Level 1Demonstrate knowledge andunderstanding of performancemanagement approaches andmethodologies.
Examples of knowledge comprisedwithin this level are:• The different types of performance
data and data collection techniques• The various techniques for
measuring performance• The principles of KPIs and SLAs and
how these align with stakeholderobjectives.
Examples of activities and knowledgecomprised within this level are:• Collection of benchmarking data• Development and use of KPIs• Preparing data/information• Using selected methodologies and
techniques such as balancedscorecards to achieve agreedoutcomes
• Methods to improve performancemanagement.
Examples of activities and knowledgecomprised within this level are:• Interpreting benchmark data and/or
KPIs to propose a clear action plan• Providing feedback on performance• Implementing a performance
management plan.
Level 2Apply your knowledge andunderstanding of performancemanagement within a businesscontext.
Level 3Provide evidence of reasonedadvice on the organisationalrequirements of performancemanagement and show evidence ofperformance metric tracking acrossservices and capabilities.
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Description of competency in context of this sector
This competency covers how a project is structured and delivered in terms of risk allocation and contractual relationships andhow tendering processes are used to establish a contract price. Candidates are aware of the different types of procurement andtendering commonly used and the advantages and disadvantages of each to the parties involved. Candidates should have adetailed working knowledge of the procurement routes and tendering procedures used on their projects.
Examples of likely knowledge, skills and experience at each level
Procurement and tenderingReference no. T062
Level 1Demonstrate knowledge andunderstanding of the main typesof procurement. Demonstrateknowledge and understanding of thetendering and negotiationprocesses involved in procurement.
Examples of knowledge comprisedwithin this level are:• The main types of procurement used
in both the public and privatesectors, both nationally andinternationally
• Tendering and negotiation processesinvolved in procurement
• Ancillary processes such aspartnering and frameworkagreements.
Examples of activities and knowledgecomprised within this level are:• Implementing procurement routes
such as traditional, design and build,management forms, term and serialcontracting and other types
• Producing and/or compiling tenderdocumentation such as letter ofinvitation, form of tender, health andsafety documentation, designdocumentation and contractualdetails (please note, pricingdocuments are covered under theQuantification and Costing ofConstruction Works)
• Carrying out of tendering andnegotiation processes such assingle and two stage tendering,the use of codes of practice andelectronic tendering.
Examples of activities and knowledgecomprised within this level are:• Evaluating the appropriateness of
various procurement routes• Managing the tendering and
negotiation process• Preparing procurement and
tendering reports.
Level 2Apply your knowledge to theimplementation of the procurementroutes selected for your projectsand to carrying out tendering andnegotiation processes relevantto them.
Level 3Give reasoned advice on theappropriateness of variousprocurement routes. Manage thetendering and negotiation processand present reports on the outcome.
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Description of competency in context of this sector
This competency is about the management of time and the duration of activities from project inception to completion. It covers anunderstanding of programming techniques and critical path features including use of computer software to produce programmes.
Examples of likely knowledge, skills and experience at each level
Programming and planningReference no. T062
Level 1Describe the principles of financialand programme monitoring ofprojects, including planningtechniques such as Gantt chartsetc. Demonstrate knowledge andunderstanding of the various typesof programmes and schedulescommonly used on projects.
Examples of knowledge comprisedwithin this level are:• An understanding of the principles of
programme and financial monitoringof projects
• Knowledge of planning techniquesincluding Gantt chart programmes,critical path analysis and thesignificance of float
• Knowledge of the types ofprogrammes and schedules,including computer software,commonly used on projects.
Examples of activities and knowledgecomprised within this level are:• Evaluating alternative programme
techniques• Reviewing and interpreting Gantt
charts and other programmes• Evaluating the significance of float• Explaining the critical path
determined by a programme• Understanding project milestones
and acceleration techniques• Analysing and evaluating actual
performance against plannedperformance.
Examples of activities and knowledgecomprised within this level are:• Producing an executive/master
programme for a project includingshowing the critical path determinedby the programme
• Providing advice on progressachieved against programme
• Providing advice on correctivemeasures required to maintainand/or accelerate progress wheredelays have occurred in relation tothe programme
• Establishing project objectives.
Level 2Assess, interpret and report on theprogramme control of projects.
Level 3Provide evidence of reasonedadvice on, or implement theprinciples of, executive programmecontrol of projects. Your adviceshould demonstrate a goodunderstanding of planningtechniques (pert diagrams,network analysis/criticalpath method).
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Description of competency in context of this sector
This competency covers the effective cost control of construction projects during the construction phase, including the principlesof controlling and reporting costs on any construction project. They should have a detailed understanding of the control andreporting processes used on their projects.
Examples of likely knowledge, skills and experience at each level
Project finance
Level 1Demonstrate knowledge andunderstanding of the effectivecontrol of costs during a project.Demonstrate understanding of thelegal and contractual constraintsand the effect of time and quality onthe cost of a project.
Examples of knowledge comprisedwithin this level are:• The effective control of costs during
the construction phase of a project• The legal and contractual constraints
on the cost of a project such aschanges in building legislation anddesign risk allocation
• The reporting and forecasting ofcosts during the construction phase
• The principles of risk allowances.
Examples of activities and knowledgecomprised within this level are:• Managing project costs during t he
construction phase• Reporting and forecasting costs for
different procurement routes andclient types
• Using cashflows in financialmanagement
• Managing provisional sums and riskallowances.
Examples of activities and knowledgecomprised within this level are:• Implementing change control
procedures wit hin the contract• Establishing reporting regimes/
protocols• Using risk management and analysis
techniques.
Level 2Apply your knowledge to themanagement of project costs. Thisshould include t he preparation andpresentation of financial reportson t he performance of a project atappropriate intervals, to provideeffective forecasting of costs, risksand their financial implications.
Level 3Advise on strategies andprocedures to control predictedexpenditure in line with a budget.
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Description of competency in context of this sector
This competency is about the sale of property (including all types of tenure) as it relates to development projects. In order toachieve this competency the candidate must apply his/her knowledge and experience to assist sellers and purchasers in themarketing/selection of property and in the negotiation of a transaction through to completion. Candidates should be able toapply their knowledge of the residential property market in order to provide reasoned advice to clients on the appropriatesolutions for them.
Examples of likely knowledge, skills and experience at each level
Purchase and sale
Level 1Demonstrate knowledge andunderstanding of how various typesof property are sold (or a similarinterest is acquired for a client) andthe different types of interests thatmay be placed on the market.Demonstrate an understanding ofthe economics of the market forsuch interests and the appropriatelegal frameworks.
Examples of knowledge comprisedwithin this level are:• The quality of location, design and
specification of property• The legal requirements surrounding
the purchase and sale ofproperty (e.g. money laundering)
• Economic framework surroundingthe purchase and sale of property
• The methods of sale available tovendors
• The principles and application of theReal Estate Agency and BrokerageStandards (REABS) and otherrelated guidance.
Examples of activities and knowledgecomprised within this level are:• Applying the appropriate methods
and techniques to successfullyundertake purchase and/or sales ofproperty and developments
• Managing agents and lawyers inproperty transactions
• Managing the process of negotiationand consultation between clients
• Understanding client requirementsand preparation of Terms ofEngagement
• Undertaking inspections andgathering information relevant to theproperty purchase or sale.
Examples of activities and knowledgecomprised within this level are:• Providing strategic advice on
purchase and sale of property andprovide recommendations on theoptions available for the property
• Dealing with disputes• Providing advice as to alternative
dispute resolution options in theevent of breakdown of negotiationsand take any necessary action toprotect the clients position
• Handling other external factors aeffecting the buying and sellingprocess such as technological,economic and political issues
• Managing the project lifecycle sothat construction programmes andproperty transactions areprogrammed effectively.
Level 2Apply your knowledge and skills tothe purchase or sale of all types ofproperty and demonstrate practicalexperience of the associateddecision-making process, marketing,reporting and completionof the transaction. Demonstrateknowledge and understanding ofother forms of property transactionand the reasons supporting thedecision to proceed along thechosen purchase or sale route.
Level 3Provide evidence of reasonedadvice and report to clients on alltypes of purchase or saletransactions. Demonstrate theability to see complex casesthrough from start to finish withappropriate assistance. Be able toprovide the client with a holisticview of the entire transactionalmarket and advise him/her clearlyand appropriately, not only on thesale or disposal market but also onother areas.
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Description of competency in context of this sector
This competency deals with the techniques associated with managing stakeholders on large, complex projects. Candidates shoulddemonstrate an effective understanding and application of the various ways to identify, analyse and engage with the relevantproject stakeholders.
Examples of likely knowledge, skills and experience at each level
Stakeholder management
Level 1Demonstrate knowledge andunderstanding of the principles andtechniques associated withengaging and communicating withall relevant project stakeholders,including an understanding ofdecision-making in pluralisticclients.
Examples of knowledge comprisedwithin this level are:• The challenges, opportunities and
benefits of stakeholder management• The key aspects of the individual,
team and the project with regards tostakeholder management
• The process of stakeholdermanagement and tools such as theIceberg Model.
Examples of activities and knowledgecomprised within this level are:• Preparing a stakeholder management
strategy report covering planning andresourcing
• Applying the techniques of discover,understand, plan, engage and assessvalue to undertake the managementof stakeholder
• Preparing a structure chart and aRACI (Responsible, Accountable,Consulting and Informed) table toclarify roles and responsibilities.
Examples of activities and knowledgecomprised within this level are:• Advising on the options for
stakeholder management, bearing inmind the size, complexity andobjectives of the project
• Advising on the benefits, value andcosts of stakeholder management
• Advising on different methodologiesfor stakeholder managementbearing in mind the maturity of theclient and geographic spread of theproject.
Level 2Apply the knowledge to ensure thatall parties are aligned with theproject objectives usingidentification, analysis, matrix andengagement techniques.
Level 3Provide evidence of reasonedadvice and implement systems tomanage risk by competentmanagement in relation to specialprojects.
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Description of competency in context of this sector
This competency relates to managing the supply chain and the providers of those services.
Examples of likely knowledge, skills and experience at each level
Supplier management
Level 1Demonstrate knowledge andunderstanding of how to managesuppliers using a logical process toensure that scope and value of theservice received meetsorganisational requirements.
Examples of knowledge comprisedwithin this level are:• A practical knowledge of the
following areas:– Contracts– Service level agreements– KPIs– Performance monitoring– Benchmarking– Construction supply chains in the
candidate’s area of practice.
Examples of activities and knowledgecomprised within this level are:• Involvement in a range of the activities
listed above at Level 1 through:– Performance review meetings– Auditing of suppliers/sub
contractor’s performance – Budgeting
– Ordering variations to the service– Payment of suppliers– Developing collaborative
relationships.
Examples of activities and knowledgecomprised within this level are:• Using user/customer feedback to
provide effective suppliermanagement, ensuring thatperformance matches the needs ofthe contract and project
• Developing partnership relationshipsto deliver joint objectives with thesupply chain
• Developing learning and innovationwithin the supply chain.
Level 2Apply your knowledge andunderstanding by using an existingprocess to manage suppliers toensure that the scope and value ofthe service received meets theprojects and contractualrequirements.
Level 3Provide evidence of appropriateapproach to the management of anindividual supplier or group ofsuppliers based on the scale of theservice.
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Description of competency in context of this sector
This competency covers the impact of sustainability issues. Candidates should have a thorough understanding of the impact madeby sustainability on their area of responsibility and have been involved with the financial management of that impact.
Examples of likely knowledge, skills and experience at each level
Sustainability
Level 1Demonstrate knowledge andunderstanding of why and howsustainability seeks to balanceeconomic, environmental and socialobjectives at global, national andlocal levels, in the context of land,property and the built environment.
Examples of knowledge comprisedwithin this level are:• The principles of sustainability within
project management• The relationship between property
and the environment• How national and international
legislation, regulations andtaxation relating to sustainability affect construction
• Criteria by which sustainability ismeasured in relation tooperational buildings andconstruction projects
• The principles of how design,technology, construction andoperational processes cancontribute to sustainable building
• Renewable technologies• The principles of material resource
efficency within the supply chain.
Examples of activities and knowledgecomprised within this level are:• Carrying out capital cost and value
engineering exercises to determinethe impact of sustainability issues ondesign and construction processes
• Carrying out whole life analysisexercises which take account ofsustainability issues
• Managing projects with BREEAM,LEED, SKA Rating, Passivhausstandards applied
• Corporate social responsibility• Understanding the measures
undertaken by governments andinternational bodies to encourage thereduction of the environmentalimpact of development.
Examples of activities and knowledgecomprised within this level are:• Giving reasoned advice to your
client and stakeholders on theimpact of sustainability
• Giving reasoned advice on theapplication of environmental law andpolicy
• Interpreting environmental reportsand giving reasoned advice on thefinancial impact and programmeimplications on a project
• Giving advice on sustainablematerial selection and howperformance baselines can beestimated.
Level 2Provide evidence of practicalapplication of sustainabilityappropriate to your area of practice,and the circumstances in whichspecialist advice is necessary.
Level 3Provide evidence of reasonedadvice given to clients and otherson the policy, law and best practiceof sustainability, in your area ofpractice.
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Description of competency in context of this sector
It is essential that candidates selecting this competency demonstrate application of monitoring time, quality and finance criteria asthey relate to construction or infrastructure projects and be able to show application of contractual intervention as required duringthe project lifecycle.
Examples of likely knowledge, skills and experience at each level
Works progress and qualitymanagement
Level 1Inspect and record progress andquality of building works.
Examples of knowledge comprisedwithin this level are:• What is required to carry out a site
inspection, and the importance of recording progress of works
• The requirements of recordingprogress, and comparing to theproject programme
• Contract cash flows and forecasting• The requirement for quality
descriptors as set out in the contractdocumentation
• Show an understanding of the differences between the duties of aCA and those of a person appointedsolely to report on progress andquality issues.
Examples of activities and knowledgecomprised within this level are:• Carry out inspections of works being
completed on site, and prepare thenecessary reports showing progressand quality issues that have arisen
• Prepare reports for clients detailingthe effects of additional instructions,amendments to specifications, andthe likely effects on finances andprogress
• Record for in house and externalpurposes reports on quality of workson site, including any works rejected,and the reasons for doing so
• Compare progress of constructionworks at any stage of the worksagainst the contract programme, orstatus of current gross financialvaluation to original projections/cashflow.
Examples of activities and knowledgecomprised within this level are:• Prepare reports for clients, on works
progress quality or cost• Implement systems for recording
progress and quality issues aspart of CA duties, and preparereports for external circulation
• Act as a CA and incorporate intoyour duties the requirements forprogress, financial and qualityreporting.
Level 2Report and advise upon theadequacy of progress and quality ofbuilding works.
Level 3Manage and co-ordinate progressand quality of building works as acontract administrator/ supervisingofficer or equivalent.
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Dating back to 1895, the Society of Chartered Surveyors www.scsi.ie
Ireland is the independent professional body for Chartered
Surveyors working and practicing in Ireland.
Working in partnership with RICS, the pre-eminent Chartered
professional body for the construction, land and property sectors
around the world, the Society and RICS act in the public interest:
setting and maintaining the highest standards of competence
and integrity among the profession; and providing impartial,
authoritative advice on key issues for business, society and
governments worldwide.
Advancing standards in construction, land and property, the
Chartered Surveyor professional qualification is the world’s leading
qualification when it comes to professional standards. In a world
where more and more people, governments, banks and commercial
organisations demand greater certainty of professional standards and
ethics, attaining the Chartered Surveyor qualification is the recognised
mark of property professionalism.
Members of the profession are typically employed in the construction,
land and property markets through private practice, in central and
local government, in state agencies, in academic institutions, in
business organisations and in non-governmental organisations.
Members’ services are diverse and can include offering strategic
advice on the economics, valuation, law, technology, finance and
management in all aspects of the construction, land and property
industry.
All aspects of the profession, from education through to
qualification and the continuing maintenance of the highest
professional standards are regulated and overseen through the
partnership of the Society of Chartered Surveyors Ireland and RICS, in
the public interest.
This valuable partnership with RICS enables access to a worldwide
network of research, experience and advice.
www.scsi.ie
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