Specification - Edexcel · Operations Management — Planning — Learners must complete all units in group C1 to achieve 84 credits and then complete a minimum of 10 credits from

In partnership with

Specification

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF)

For first registration August 2010

Edexcel NVQ/competence-based qualifications

Edexcel, a Pearson company, is the UK’s largest awarding organisation offering vocational and academic qualifications and testing, to employers, training providers, colleges, schools, and other places of learning in the UK, and in over 85 countries worldwide.

Our specialist suite of qualifications include NVQs, Apprenticeships, WorkSkills, Functional Skills, Foundation Learning, as well as our exclusive range of BTECs, from entry level right through to Higher National Diplomas.

This qualification is offered as part of a Joint Awarding Body Partnership with construction industry professional bodies; the Chartered Institute of Building (CIOB), and the Institution of Civil Engineers (ICE), for whom the NVQs are steps to professional recognition.

www.ciob.org.uk

www.ice.org.uk

References to third party material made in this specification are made in good faith. Edexcel does not endorse, approve or accept responsibility for the content of materials, which may be subject to change, or any opinions expressed therein. (Material may include textbooks, journals, magazines and other publications and websites.)

Authorised by Roger Beard Prepared by John Crew

Publications Code N025078

All the material in this publication is copyright © Edexcel Limited 2010

Contents

Qualification titles covered by this specification 1

Key features of the Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF) 3

What is the purpose of this qualification? 3

Who is this qualification for? 3

What are the benefits of this qualification to the learner and employer? 3

What are the potential job roles for those working towards this qualification? 3

What progression opportunities are available to learners who achieve this qualification? 4

What is the qualification structure for the Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF)? 5

How is the qualification graded and assessed? 11

Assessment Requirements/Strategy 11

Types of evidence 12

Additional requirements 12

Centre recognition and approval 13

Centre recognition 13

Approvals agreement 13

Quality assurance 13

What resources are required? 13

Unit format 14

Units 15

Unit 1: Maintain health, safety and welfare systems in construction 17

Unit 2: Manage the performance of teams and individuals in construction 27

Unit 3: Chair meetings and take decisions in construction 41

Unit 4: Enhance working relationships in construction 49

Unit 5: Identify, assess and evaluate project requirements in construction 59

Unit 6: Obtain tenders and appoint successful contractors in construction 69

Unit 7: Evaluate enquiries and submit tenders in construction 81

Unit 8: Plan measured surveys in construction 89

Unit 9: Ascertain the condition of property in construction 103

Unit 10: Develop and agree detailed project designs in construction 117

Unit 11: Specify and control production documents in construction 133

Unit 12: Prepare procurement schedules and programmes of works in construction 149

Unit 13: Implement strategic and integrated supply chain management and sourcing partnerships in construction 157

Unit 14: Evaluate and confirm work methods and programme in construction 165

Unit 15: Analyse, monitor and optimise materials, plant and services in construction 173

Unit 16: Control contract work in construction 181

Unit 17: Optimise and control contract progress and costs in construction 191

Unit 18: Prepare and agree contract accounts and claims in construction 201

Further information 209

Useful publications 209

How to obtain National Occupational Standards 209

Professional development and training 210

Annexe A: Progression pathways 211

The Edexcel qualification framework for the Construction and the Built Environment sector 211

Annexe B: Quality assurance 213

Key principles of quality assurance 213

Quality assurance processes 213

Annexe C: Centre certification and registration 215

What are the access arrangements and special considerations for the qualification in this specification? 215

Annexe D: Additional requirements for Qualifications that use the title NVQ within the QCF 217

Purpose of document 218

Background 219

Additional requirements for qualifications that use the title NVQ within the QCF 220

Introduction 220

Assessment requirements 220

Quality assurance requirements 222

Annexe E: Assessment requirements/strategy 225

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

1

Qual

ific

atio

n t

itle

s co

vere

d b

y th

is s

pec

ific

atio

n

This

spec

ific

atio

n g

ives

you t

he

info

rmation y

ou n

eed t

o o

ffer

the

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in C

onst

ruct

ion C

ontr

acting

Oper

atio

ns

Man

agem

ent

(QC

F):

Qu

alifi

cati

on

tit

le

Qu

alifi

cati

on

A

ccre

dit

ati

on

N

um

ber

(QA

N)

Acc

red

itati

on

st

art

date

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

Man

agem

ent

(QCF)

500/9

535/3

01/0

8/2

010

This

qual

ific

atio

n h

as

bee

n a

ccre

dited

within

the

Qual

ific

ations

and C

redit F

ram

ework

(Q

CF)

and is

elig

ible

for

public

fundin

g a

s det

erm

ined

by

the

Dep

artm

ent

for

Educa

tion (

DfE

) under

Sec

tions

96 a

nd 9

7 o

f th

e Le

arnin

g a

nd S

kills

Act

2000.

The

qual

ific

atio

n t

itle

lis

ted a

bove

fea

ture

s in

the

fundin

g lis

ts p

ublis

hed

annual

ly b

y th

e D

fE a

nd t

he

regula

rly

updat

ed w

ebsi

te.

It w

ill a

lso a

ppea

r on t

he

Learn

ing A

ims

Dat

abas

e (L

AD

), w

her

e re

leva

nt.

You s

hould

use

the

QCF

Qualif

icat

ion A

ccre

ditat

ion N

um

ber

(Q

AN

), w

hen

you w

ish t

o s

eek

public

fundin

g for

your

learn

ers.

Each

unit w

ithin

a q

ualif

ication w

ill a

lso h

ave

a u

niq

ue

QC

F re

fere

nce

num

ber

, w

hic

h is

liste

d in t

his

spec

ific

atio

n.

The

QCF

qual

ific

atio

n t

itle

and u

nit r

efer

ence

num

ber

s w

ill a

ppea

r on t

he

lear

ner

s’ f

inal

cer

tifica

tion d

ocu

men

t. L

earn

ers

nee

d t

o

be

made

aw

are

of th

is w

hen

they

are

rec

ruited

by

the

centr

e an

d r

egis

tere

d w

ith E

dex

cel.

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

2

Thes

e titles

rep

lace

the

follo

win

g q

ual

ific

atio

n fro

m 1

st A

ugust

2010:

Qu

alifi

cati

on

tit

le

Qu

alifi

cati

on

A

ccre

dit

ati

on

N

um

ber

(QA

N)

Acc

red

itati

on

st

art

date

A

ccre

dit

ati

on

en

d d

ate

Edex

cel Le

vel 4 N

VQ

in C

onst

ruct

ion C

ontr

acting O

per

atio

ns

100/5

793/6

01/0

2/2

006

31/1

2/2

010

N025078 – Specification – Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010

3

Key features of the Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF)

This qualification:

is nationally recognised

is based on the ConstructionSkills National Occupational Standards (NOS). The NOS, Assessment Requirements/strategy and qualification structure(s) are owned by ConstructionSkills.

What is the purpose of this qualification?

This qualification is appropriate for employees in the construction and the built environment sector working across a broad range of areas. It is designed to assess occupational competence in the workplace where learners are required to demonstrate skills and knowledge to a level required in the construction industry.

Who is this qualification for?

This qualification is for all learners aged 18 and above who are capable of reaching the required standards.

Edexcel’s policy is that the qualification should:

be free from any barriers that restrict access and progression

ensure equality of opportunity for all wishing to access the qualification.

What are the benefits of this qualification to the learner and employer?

This qualification allows learners to demonstrate competence against National Occupational Standards which are based on the needs of the Construction industry as defined by ConstructionSkills, the Sector Skills Council. As such it contributes to the development of skilled labour in the sector.

What are the potential job roles for those working towards this qualification?

Construction supervisor/manager.

N025078 – Specification – Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF) – Issue 1 – November 2010 © Edexcel Limited 2010 4

What progression opportunities are available to learners who achieve this qualification?

This qualification allows learners to demonstrate competence in construction contracting operations management at a level required by the construction and the built environment industry. Learners can progress across the level and size of the construction and the built environment competence and knowledge qualifications and into other occupational areas such as team leading and management.

Further information is available in Annexe A.


5

What is the qualification structure for the Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management (QCF)?

Individual units can be found in the Units section. The QCF level and credit value are given on the first page of each unit.

This qualification accreditation number provides pathways to the following qualifications.

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management — Estimating — Learners must complete all units in group A1 to achieve 78 credits and a minimum of 10 credits from group A2 to achieve a minimum total of 88 credits

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management — Buying — Learners must complete all units in group B1 to achieve 84 credits and a minimum of 10 credits from group B2 to achieve a minimum total of 94 credits

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management — Planning — Learners must complete all units in group C1 to achieve 84 credits and then complete a minimum of 10 credits from group C2 to achieve a minimum total of 94 credits

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management — Surveying — Learners must complete all units in group D1 to achieve 78 credits and a minimum of 10 credits from group D2 to achieve a minimum total of 88 credits

Edexcel Level 6 NVQ Diploma in Construction Contracting Operations Management — General — Learners must complete all units in group E1 to achieve 36 credits and a minimum of 46 credits from group E2 to achieve a minimum total of 82 credits

P — Pathways

Learners must select one pathway

Credit value required: Minimum 82.

A — Estimating pathway

Learners must complete all units in group A1 and then complete additional units from group A2 to achieve a minimum total of 88 credits

This group represents a pathway.

Credit value required: minimum 88.


A1 — Mandatory units


F/600/7432 - maintain health, safety and welfare systems in construction

L/600/7434 - manage the performance of teams and individuals in construction

H/600/7441 - chair meetings and take decisions in construction

M/600/7443 - enhance working relationships in construction

F/600/7446 - identify, assess and evaluate project requirements in construction

L/600/7465 - obtain tenders and appoint successful contractors in construction

R/600/7466 - evaluate enquiries and submit tenders in construction

A2 — Optional units


A/600/7431 - plan measured surveys in construction

A/600/7445 - ascertain the condition of property in construction

R/600/7449 - develop and agree detailed project designs in construction

K/600/7456 - specify and control production documents in construction

M/600/7457 - prepare procurement schedules and programmes of works in construction

M/600/7460 - implement strategic and integrated supply chain management and sourcing partnerships in construction

D/600/7468 - evaluate and confirm work methods and programme in construction

H/600/7469 - analyse, monitor and optimise materials, plant and services in construction

Y/600/7470 - control contract work in construction

D/600/7471 - optimise and control contract progress and costs in construction

H/600/7472 - prepare and agree contract accounts and claims in construction

B — Buying pathway

Learners must complete all units in group B1 to achieve 84 credits and then complete option units from group B2 to achieve a minimum total of 94 credits.




7

B1 — Mandatory units









B2 — Optional units













C — Planning pathway

Learners must complete all units in group C1 to achieve 84 credits and then complete additional units from group C2 to achieve a minimum total of 94 credits.




C1 — Mandatory









C2 — Optional units













D — Surveying pathway

Learners must complete all units in group D1 to achieve 78 credits and then complete option units from group D2 to achieve a minimum total of 88 credits




9

D1 — Mandatory units









D2 — Optional units













E — General pathway

Learners must complete all units in group E1 to achieve 66 credits and then complete option units from group E2 to achieve a minimum total of 82 credits.




E1 — Mandatory Units






E2 — Optional units

















11

How is the qualification graded and assessed?

The overall grade for the qualification is a ‘pass’. The learner must achieve all the required units within the specified qualification structure.

To pass a unit the learner must:

achieve all the specified Learning outcomes

satisfy all the assessment criteria by providing sufficient and valid evidence for each criterion

show that the evidence is their own.

The qualification is designed to be assessed:

in the workplace or

in conditions resembling the workplace, as specified in the Assessment Requirements/strategy for the sector, or

as part of a training programme.

Assessment Requirements/Strategy

The Assessment requirements/strategy for this qualification has been included in Annexe E. It has been developed by ConstructionSkills in partnership with employers, training providers, awarding organisations and the regulatory authorities. The assessment strategy includes details on:

criteria for defining realistic working environments

roles and occupational competence of assessors, expert witnesses, internal verifiers and standards verifiers

quality control of assessment

evidence requirements.

Evidence of competence may come from:

current practice where evidence is generated from a current job role

a programme of development where evidence comes from assessment opportunities built into a learning/training programme whether at or away from the workplace

the Recognition of Prior Learning (RPL) where a learner can demonstrate that they can meet the assessment criteria within a unit through knowledge, understanding or skills they already possess without undertaking a course of learning. They must submit sufficient, reliable and valid evidence for internal and standards verification purposes. RPL is acceptable for accrediting a unit, several units or a whole qualification

a combination of these.


It is important that the evidence is:

Valid relevant to the standards for which competence is claimed

Authentic produced by the learner

Current sufficiently recent to create confidence that the same skill, understanding or knowledge persist at the time of the claim

Reliable indicates that the learner can consistently perform at this level

Sufficient fully meets the requirements of the standards.

Types of evidence

To successfully achieve a unit the learner must gather evidence which shows that they have met the required standard in the assessment criteria. Evidence can take a variety of different forms including the following examples:

direct observation of the learner’s performance by their assessor

outcomes from oral or written questioning

products of the learner’s work

personal statements and/or reflective accounts

outcomes from simulation, where permitted by the assessment strategy

professional discussion

assignment, project/case studies

authentic statements/witness testimony

expert witness testimony

evidence of Recognition of Prior Learning.

Learners can use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is, therefore, not necessary for learners to have each assessment criterion assessed separately. Learners should be encouraged to reference the assessment criteria to which the evidence relates.

Evidence must be made available to the assessor, internal verifier and Edexcel standards verifier. A range of recording documents is available on the Edexcel website www.edexcel.com. Alternatively, centres may develop their own.

Additional requirements

The Joint Awarding Body and the SSC Working Practices Group have identified Additional requirements that are needed to assess and quality assure qualifications placed on the QCF that use NVQ within their title. These requirements are shown in Annexe D: Additional requirements for Qualifications that use the title NVQ within the QCF.


13

Centre recognition and approval

Centre recognition

Centres that have not previously offered Edexcel qualifications need to apply for and be granted centre recognition as part of the process for approval to offer individual qualifications. New centres must complete both a centre recognition approval application and a qualification approval application.

Existing centres will be given ‘automatic approval’ for a new qualification if they are already been approved for a qualification that is being replaced by the new qualification and the conditions for automatic approval are met. Centres already holding Edexcel approval are able to gain qualification approval for a different level or different sector via Edexcel online.

Approvals agreement

All centres are required to enter into an approvals agreement which is a formal commitment by the head or principal of a centre to meet all the requirements of the specification and any linked codes or regulations. Edexcel will act to protect the integrity of the awarding of qualifications, if centres do not comply with the agreement. This could result in the suspension of certification or withdrawal of approval.

Quality assurance

Detailed information on Edexcel’s quality assurance processes is given in Annexe B.

What resources are required?

This qualification is designed to support learners working in the construction and the built environment sector. Physical resources need to support the delivery of the qualification and the assessment of the Learning outcomes and must be of industry standard.

Centres must meet any specific resource requirements outlined in Annexe E: Assessment Requirements/Strategy. Staff assessing the learner must meet the requirements within the overarching assessment strategy for the sector.


Unit format

Each unit in this specification contains the following sections.

Unit title:

Unit reference number:

QCF level:

Credit value:

Guided learning hours:

Unit summary:

Assessment requirements/evidence requirements:

Assessment methodology:

Learning outcomes:

Assessment criteria:

Evidence type:

Portfolio reference:

Date:

All units and qualifications within the QCF have a level assigned to them, which represents the level of achievement. There are nine levels of achievement, from Entry level to level 8. The level of the unit has been informed by the QCF level descriptors and, where appropriate, the NOS and/or other sector/professional.

All units have a credit value. The minimum credit value is one, and credits can only be awarded in whole numbers. Learners will be awarded credits when they achieve the unit.

A notional measure of the substance of a qualification. It includes an estimate of the time that might be allocated to direct teaching or instruction, together with other structured learning time, such as directed assignments, assessments on the job or supported individual study and practice. It excludes learner-initiated private study.

This provides a summary of the purpose of the unit.

The assessment/evidence requirements are determined by the SSC. Learners must provide evidence for each of the requirements stated in this section.

This provides a summary of the assessment methodology to be used for the unit.

The learner should use this box to indicate where the evidence can be obtained eg portfolio page number.

The learner should give the date when the evidence has been provided.

Learning outcomes state exactly what a learner should know, understand or be able to do as a result of completing a unit.

The assessment criteria of a unit specify the standard a learner is expected to meet to demonstrate that a learning outcome, or a set of learning outcomes, has been achieved.

Learners must reference the type of evidence they have and where it is available for quality assurance purposes. The learner can enter the relevant key and a reference. Alternatively, the learner and/or centre can devise their own referencing system.

This code is a unique reference number for the unit.

The unit title is accredited on the QCF and this form of words will appear on the learner’s Notification of Performance (NOP).


15

Units



17

Unit 1: Maintain health, safety and welfare systems in construction

Unit reference number: F/600/7432

QCF level: 6

Credit value: 10

Guided learning hours: 40

Unit summary

This unit is about health, safety and welfare policy and its implementation within an organisation. It applies to the workplace whether a site, workshop, office or elsewhere.

You will need to promote a culture of health, safety and welfare and ensure that induction has taken place. You will need to check systems regularly, record/report information, identify possible improvements, make recommendations and implement systems.

You will need to identify hazards, obtain and review information relating to them and assess risks. You will need to apply the protection and prevention principles, identify any residual risks and pass on information relating to them.

You will need to identify the necessary resources and promote and maintain risk reduction.

Assessment requirements/evidence requirements

Please note the information in the () round brackets relates to the Performance Criteria in the NOS and the information in the [ ] square brackets relates to the Range Items in the NOS.

The following ranges apply to the assessment criteria given in this unit:

Learning outcomes 1 and 2: 1 Workplace:

office

workshop

factory

warehouse

site.


2 Induction:

health and safety responsibilities

work operations

health, safety and welfare equipment and resources

risk control procedures

first aid arrangements

health and safety plans.

3 People:

workforce

visitors.

4 Statutory:

prescribed notices

certificates

Certificate of Insurance

safety signs.

Learning outcomes 3 and 4: 1 Hazards

falls from height

slips, trips and falls (same level)

hit by falling or moving objects

manual handling

health issues

power sources

hazardous substances

trapped by something collapsing or overturning

confined spaces

fire.

2 Workplace:

office

workshop

factory

warehouse

site.


19

3 Factors:

injury to people

cause of ill health

damage of property

adversely affect the built environment

cost.

4 Assessing:

likelihood of occurrence

severity of harm incurred.

5 Risks:

high

medium

low.

6 Principles of prevention and protection:

eliminate

control at source

cumulative protection

manage

personal protection equipment.

Learning outcomes 5 and 6: 1 Workplace:

office

workshop

factory

warehouse

site.

2 Risks:

high

medium

low.


3 Methods:

eliminate

control at source

cumulative protection

manage

personal protection equipment.

Taken as a whole, the evidence must show that the learner consistently meets all the assessment criteria, across the ranges for the Element.

Performance evidence:

There must be workplace evidence against each assessment criteria. Where the workplace evidence does not cover a whole range, knowledge evidence must be provided to cover the remaining items of range for each relevant assessment criteria.

Learning outcome 1: Product evidence:

The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and key/critical to demonstrating competence.

1 Records of inducting and check the competence of people in the workplace including promoting a culture of health, safety and welfare and recommending opportunities for improvements (1.1, 1.2) [1.1, 1.2, 1.3]

2 Records)of implement systems which include the meeting of statutory requirements for the identification and reduction of hazards, the reporting of accidents and emergencies and preventing recurrences, any special workplace conditions and non-complying situations (1.3, 1.4, 1.5) [1.1, 1.3, 1.4]

Process evidence: not applicable


The learner must produce documentary evidence from the workplace covering the following item that is considered to be common and key/critical to demonstrating competence.

1 Identified hazards arising from work products, processes and equipment, identified residual risks, applied principles of prevention and protection (ALL) [ALL]

Simulations are not considered to be acceptable for producing evidence for this Element.


21




1 Records of the appropriate health and safety plan which include details of the risks, and risk reduction methods as planned (5.1, 5.2) [ALL]

2 Records of implemented and maintained risk reduction methods (5.3, 5.4) [5.2, 5.3]


This unit must be assessed in a work environment and in accordance with the:

Additional requirements for qualifications using the title NVQs in QCF

ConstructionSkills Consolidated Assessment Strategy for Construction and the Built Environment Craft, Supervisory, Technical, Managerial and Professional units and qualifications with NVQ in the Qualification and Credit Framework (QCF) title and SVQs.

Assessment methodology

Learners can enter the types of evidence they are presenting for assessment and the submission date against each assessment criterion. Alternatively, centre documentation should be used to record this information.

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

22

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to m

ainta

in

hea

lth,

safe

ty a

nd w

elfa

re

in t

he

work

pla

ce

1.1

pro

mote

a c

ulture

of

hea

lth,

safe

ty a

nd w

elfa

re in

the

work

pla

ce a

nd iden

tify

and r

ecom

men

d

opport

unitie

s fo

r im

pro

vem

ents

1.2

en

sure

that

induct

ion h

as t

aken

pla

ce a

nd c

hec

k th

e co

mpet

ence

of peo

ple

in t

he

work

pla

ce

1.3

im

ple

men

t sy

stem

s w

hic

h m

eet

stat

uto

ry

requirem

ents

for

iden

tify

ing a

nd r

educi

ng h

azar

ds

and r

eport

ing a

ccid

ents

and e

mer

gen

cies

and

pre

venting r

ecurr

ence

s

1.4

ch

eck

hea

lth,

safe

ty a

nd w

elfa

re s

yste

ms

regula

rly,

in

acc

ord

ance

with s

tatu

tory

req

uirem

ents

, an

d

iden

tify

and r

ecord

any

spec

ial w

ork

pla

ce c

onditio

ns

and s

ituat

ions

whic

h d

o n

ot

com

ply

1.5

m

ake

reco

mm

endat

ions

for

impro

ving t

he

work

en

viro

nm

ent

clea

rly

and p

rom

ptly

to p

eople

2

Under

stan

d h

ow

to

mai

nta

in h

ealth,

safe

ty

and w

elfa

re in t

he

work

pla

ce

2.1

pro

pose

how

to p

rom

ote

a c

ulture

of hea

lth,

safe

ty

and w

elfa

re in t

he

work

pla

ce a

nd iden

tify

and

reco

mm

end o

pport

unitie

s fo

r im

pro

vem

ents

2.2

ex

pla

in h

ow

to e

nsu

re t

hat

induct

ion h

as t

aken

pla

ce a

nd c

hec

k th

e co

mpet

ence

of peo

ple

in t

he

work

pla

ce

2.3

ex

pla

in h

ow

to im

ple

men

t sy

stem

s w

hic

h m

eet

stat

uto

ry r

equirem

ents

for

iden

tify

ing a

nd r

educi

ng

haz

ards

and r

eport

acc

iden

ts a

nd e

mer

gen

cies

and

pre

vent

recu

rren

ces

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

23

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ex

pla

in h

ow

to c

hec

k hea

lth,

safe

ty a

nd w

elfa

re

syst

ems

regula

rly,

in a

ccord

ance

with s

tatu

tory

re

quirem

ents

, and iden

tify

and r

ecord

any

spec

ial

work

pla

ce c

onditio

ns

and s

ituat

ions

whic

h d

o n

ot

com

ply

2.5

pro

pose

how

to m

ake

rec

om

men

dat

ions

for

impro

ving t

he

work

envi

ronm

ent

clea

rly

and

pro

mptly

to p

eople

3

Be

able

to iden

tify

haza

rds

and a

sses

s ri

sks

in t

he

work

pla

ce

3.1

id

entify

the

haz

ards

in t

he

work

pla

ce a

risi

ng fro

m

work

pro

duct

s, p

roce

sses

and e

quip

men

t

3.2

obta

in a

nd r

evie

w info

rmat

ion o

n a

ny

fact

ors

re

lating t

o t

he

haz

ard

s

3.3

as

sess

the

signific

ant

risk

s

3.4

ap

ply

the

princi

ple

s of pre

vention a

nd p

rote

ctio

n

3.5

id

entify

the

resi

dual risk

s

3.6

ch

eck

that

res

ultin

g info

rmation o

n s

ignific

ant

resi

dual

ris

ks is

pro

vided

to t

he

appro

priat

e peo

ple

4

Under

stan

d h

ow

to

iden

tify

haza

rds

and

asse

ss r

isks

in t

he

work

pla

ce

4.1

des

crib

e how

to iden

tify

the

haza

rds

in t

he

work

pla

ce a

risi

ng f

rom

work

pro

duct

s, p

roce

sses

an

d e

quip

men

t

4.2

ex

pla

in h

ow

to o

bta

in a

nd r

evie

w info

rmat

ion o

n

any

fact

ors

rel

atin

g t

o t

he

haz

ard

s

4.3

ex

amin

e how

to a

sses

s th

e si

gnific

ant

risk

s

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

24

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.4

ex

pla

in h

ow

to a

pply

the

princi

ple

s of pre

vention

and p

rote

ctio

n

4.5

des

crib

e how

to iden

tify

the

resi

dual

ris

ks

4.6

ex

pla

in h

ow

to c

hec

k th

at r

esultin

g info

rmat

ion o

n

signific

ant

resi

dual

ris

ks is

pro

vided

to t

he

appro

priat

e peo

ple

5

Be

able

to iden

tify

and

imple

men

t m

ethods

and

pro

cedure

s to

red

uce

ris

k

5.1

id

entify

the

requirem

ents

of th

e ap

pro

priate

hea

lth

and s

afe

ty p

lan in t

he

work

pla

ce

5.2

id

entify

the

reso

urc

es a

nd a

ctiv

itie

s th

at

are

nec

essa

ry t

o im

ple

men

t th

e risk

red

uct

ion m

ethods

5.3

im

ple

men

t an

d m

ainta

in r

isk

reduct

ion m

ethods

and p

roce

dure

s

5.4

utilis

e opport

unitie

s to

pro

mote

the

imple

men

tation

of th

e risk

red

uct

ion m

ethods

6

Under

stan

d h

ow

to

iden

tify

and im

ple

men

t m

ethods

and p

roce

dure

s to

red

uce

ris

k

6.1

des

crib

e how

to iden

tify

the

requirem

ents

of th

e ap

pro

priat

e hea

lth a

nd s

afe

ty p

lan in t

he

work

pla

ce

6.2

des

crib

e how

to iden

tify

the

reso

urc

es a

nd a

ctiv

itie

s th

at a

re n

eces

sary

to im

ple

men

t th

e risk

red

uct

ion

met

hods

6.3

ex

pla

in h

ow

to im

ple

men

t an

d m

ainta

in r

isk

reduct

ion m

ethods

and p

roce

dure

s

6.4

ex

pla

in h

ow

to u

tilis

e opport

unitie

s to

pro

mote

the

imple

men

tation o

f th

e risk

red

uct

ion m

ethods

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

25

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



27

Unit 2: Manage the performance of teams and individuals in construction

Unit reference number: L/600/7434

QCF level: 6

Credit value: 10


Unit summary

This unit is about allocating work to team members, agreeing objectives with them, assessing their performance and providing feedback.

You will need to allocate work to team members taking full account of their abilities and recommendations and ensure that they have sufficient information and also understand their responsibilities. You will need to ensure that their continuing understanding, their agreement of priorities and inform them of changes.

You will need to work with team members to develop their own objectives and work plans, ensuring that they are consistent with their abilities, are sufficiently detailed, and that they meet organisational objectives and are realistic and achievable. You will need to ensure that they understand the plans and are committed to them, and to offer advice and guidance as necessary and update plans as required.

You will need to ensure that the team members understand monitoring and assessment processes and in conjunction with them, carry out meaningful assessments taking account of their personal circumstances and organisational requirements.

You will need to provide team members with feedback regarding their performance that is clear and constructive, sensitive to their needs and maintains confidentiality. You will need to give them the opportunity to respond and make recommendations regarding improvement.


Please note the information in the () round brackets relates to the Performance Criteria in the NOS and the information in the [ ] square brackets related to the Range Items in the NOS.



Learning outcomes 1 and 2: 1 Allocate work in the contexts of:

normal working

emergencies.

2 Information:

spoken

written

graphical.

3 Relevant People:

team members

colleagues working at the same level as yourself

higher-level managers or sponsors

customers

suppliers.

Learning outcomes 3 and 4: 1 Team members:

people for whom you have line responsibility

people for whom you have functional responsibility.

2 Objectives and work plans:

short-term

medium-term

long-term.

3 Organisational constraints:

organisational objectives

organisational policies

resources.

Learning outcomes 5 and 6: 1 Purpose:

assuring that objectives have been achieved

assuring that quality and customer requirements have been met

appraising team or individual performance

assessing performance for reward

recognise competent performance and achievement.


29

2 Monitor and assessment:

specific to one activity or objective

general to overall performance of the team or individual.

3 Information:

qualitative

quantitative.

4 Organisational constraints:

organisational objectives

organisational policies

resources.

Learning outcomes 7 and 8: 1 Feedback:

positive

negative

spoken

written.

2 Situation:

during normal day-to-day activities

when required to maintain motivation, morale and effectiveness

during formal appraisals

at team meetings and briefings

during confidential discussions of work.





1 You must also show evidence that you reach agreement with at least two types of relevant people (ALL) [1.3]

2 You must show evidence that you make allocations covering both contexts (1.1, 1.2, 1.3, 1.4) [1.1]

3 You must show evidence that you provide at least two types of information (1.6) [1.2]


4 You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of information and relevant people. (ALL) [1.2, 1.3]



1 You must show evidence that you involve and plan work with at least one type of team member. (3.1, 3.4, 3.5) [3.1]

2 You must show evidence that you agree at least two types of objectives and work plans (3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.8) [3.2]

3 You must also show evidence that you take account of all of the types of organisational constraints (3.3) [3.3]

4 You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of team member, and objectives and work plans (3.1, 3.2, 3.3, 3.4, 3.5, 3.6, 3.7, 3.8) [3.1, 3.2, 3.3]



1 You must also show evidence that you take account of all types of organisational constraints (5.6) [5.4]

2 You must show evidence that you use at least one type of monitor and assessment (5.1, 5.2, 5.3, 5.5, 5.6) [5.2]

3 You must show evidence that you use both types of information (5.4) [5.3]

4 You must show evidence that your assessments have at least two types of purpose (5.1) [5.1]

5 You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of purpose, monitoring and assessment (5.1, 5.2, 5.3, 5.4, 5.5, 5.6) [5.1, 5.2, 5.3, 5.4]



31


1 You must also show evidence that you give feedback in at least three types of situation (7.1) [7.2]

2 You must show evidence that you give both types of feedback (7.1, 7.2, 7.3, 7.4, 7.5) [7.1]

3 You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in respect of all types of situation. (ALL) [7.2]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

32

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to a

lloca

te w

ork

to

team

s an

d indiv

iduals

1.1

giv

e opport

unitie

s to

your

team

mem

ber

s fo

r re

com

men

din

g h

ow

you s

hould

allo

cate

work

within

th

e te

am

1.2

al

loca

te w

ork

, m

akin

g t

he

bes

t use

of

your

team

's

reso

urc

es a

nd t

he

abili

ties

of al

l its

mem

ber

s

1.3

al

loca

te w

ork

, pro

vide

your

team

mem

ber

s w

ith

suitab

le lea

rnin

g o

pport

unitie

s to

mee

t th

eir

per

sonal

dev

elopm

ent

obje

ctiv

es

1.4

al

loca

te w

ork

consi

sten

tly

with y

our

team

's

obje

ctiv

es,

and t

he

obje

ctiv

es,

polic

ies

and v

alu

es

of

your

org

anis

atio

n

1.5

cl

early

def

ine

the

resp

onsi

bili

ties

of

your

team

and

its

indiv

idual

mem

ber

s, a

nd t

he

limits

of th

eir

auth

ority

1.6

pro

vide

suff

icie

nt

info

rmat

ion w

hen

allo

cate

work

in

a m

anner

and a

t a

leve

l an

d p

ace

appro

priat

e to

th

e in

div

iduals

conce

rned

1.7

co

nfirm

tea

m a

nd indiv

idual

under

stan

din

g o

f, a

nd

com

mitm

ent

to,

work

allo

cations

at a

ppro

priat

e in

terv

als

1.8

re

ach a

gre

emen

t w

ith r

elev

ant

peo

ple

on t

he

prioritisa

tion o

f obje

ctiv

es o

r re

allo

cation o

f re

sourc

es,

wher

e te

am

res

ourc

es a

re insu

ffic

ient

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

33

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.9

in

form

your

team

and its

mem

ber

s of

changes

to

work

allo

cations

in a

way

whic

h m

inim

ises

the

impac

t on t

ime,

cost

and inco

nve

nie

nce

2

Under

stan

d h

ow

to

allo

cate

work

to t

eam

s an

d indiv

idual

s

2.1

ex

pla

in h

ow

to g

ive

opport

unitie

s to

your

team

m

ember

s fo

r re

com

men

din

g h

ow

you s

hould

al

loca

te w

ork

within

the

team

2.2

ex

pla

in h

ow

to a

lloca

te w

ork

, m

akin

g t

he

bes

t use

of

your

team

's r

esourc

es a

nd t

he

abili

ties

of all

its

mem

ber

s

2.3

ex

pla

in h

ow

to a

lloca

te w

ork

, pro

vide

your

team

m

ember

s w

ith s

uitab

le lea

rnin

g o

pport

unitie

s to

m

eet

thei

r per

sonal

dev

elopm

ent

obje

ctiv

es

2.4

ex

pla

in h

ow

to a

lloca

te w

ork

consi

sten

tly

with y

our

team

's o

bje

ctiv

es,

and t

he

obje

ctiv

es,

polic

ies

and

valu

es o

f yo

ur

org

anis

atio

n

2.5

ev

aluat

e how

to c

lear

ly d

efin

e th

e re

sponsi

bili

ties

of

your

team

and its

indiv

idual

mem

ber

s, a

nd t

he

limits

of th

eir

auth

ori

ty

2.6

ex

pla

in h

ow

to p

rovi

de

suff

icie

nt

info

rmation w

hen

al

loca

te w

ork

in a

man

ner

and a

t a

leve

l and p

ace

ap

pro

priat

e to

the

indiv

idual

s co

nce

rned

2.7

ex

pla

in h

ow

to c

onfirm

tea

m a

nd indiv

idual

under

stan

din

g o

f, a

nd c

om

mitm

ent

to,

work

al

loca

tions

at a

ppro

priat

e in

terv

als

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

34

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.8

ev

aluat

e how

to r

each

agre

emen

t w

ith r

elev

ant

peo

ple

on t

he

prioritisa

tion o

f obje

ctiv

es o

r re

allo

cation o

f re

sourc

es,

wher

e te

am r

esourc

es a

re

insu

ffic

ient

2.9

ex

pla

in h

ow

to info

rm y

our

team

and its

mem

ber

s of

chan

ges

to w

ork

allo

cations

in a

way

whic

h

min

imis

es t

he

impac

t on t

ime,

cost

and

inco

nve

nie

nce

3

Be

able

to a

gre

e obje

ctiv

es a

nd w

ork

pla

ns

with t

eam

s an

d indiv

idual

s

3.1

giv

e opport

unitie

s to

your

team

mem

ber

s to

hel

p in

def

inin

g t

hei

r ow

n o

bje

ctiv

es a

nd w

ork

pla

ns

3.2

d

evel

op o

bje

ctiv

es a

nd w

ork

pla

ns

whic

h a

re

consi

sten

t w

ith t

eam

and o

rgan

isat

ional

obje

ctiv

es

and a

gre

e th

ese

with a

ll per

sonnel

in y

our

area

of

resp

onsi

bili

ty

3.3

en

sure

the

obje

ctiv

es,

work

pla

ns

and s

ched

ule

s ar

e re

alis

tic

and a

chie

vable

within

org

anis

atio

nal

co

nst

rain

ts

3.4

en

sure

the

obje

ctiv

es a

nd w

ork

pla

ns

take

acc

ount

of te

am m

ember

s' a

bili

ties

and d

evel

opm

ent

nee

ds

3.5

ex

pla

in t

he

obje

ctiv

es a

nd w

ork

pla

ns

in s

uffic

ient

det

ail an

d a

t a

leve

l and p

ace

appro

priat

e to

your

indiv

idual

tea

m m

ember

s

3.6

co

nfirm

tea

m a

nd indiv

idual

under

stan

din

g o

f, a

nd

com

mitm

ent

to,

obje

ctiv

es a

nd w

ork

pla

ns

at

appro

priat

e in

terv

als

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

35

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.7

pro

vide

advi

ce a

nd g

uid

ance

on h

ow

to a

chie

ve

obje

ctiv

es in s

uff

icie

nt

det

ail

and a

t tim

es

appro

priat

e to

the

nee

ds

of te

am

s an

d indiv

idual

s

3.8

updat

e th

e obje

ctiv

es a

nd w

ork

pla

ns

regula

rly

and

take

acc

ount

of an

y in

div

idual

, te

am a

nd

org

anis

atio

nal

changes

4

Under

stan

d h

ow

to a

gre

e obje

ctiv

es a

nd w

ork

pla

ns

with t

eam

s an

d indiv

idual

s

4.1

ex

pla

in h

ow

to g

ive

opport

unitie

s to

your

team

m

ember

s to

hel

p in d

efin

ing t

hei

r ow

n o

bje

ctiv

es

and w

ork

pla

ns

4.2

pro

pose

how

to d

evel

op o

bje

ctiv

es a

nd w

ork

pla

ns

whic

h a

re c

onsi

sten

t w

ith t

eam

and o

rgan

isat

ional

obje

ctiv

es a

nd a

gre

e th

ese

with a

ll per

sonnel

in

your

area

of re

sponsi

bili

ty

4.3

ex

pla

in h

ow

to e

nsu

re t

he

obje

ctiv

es,

work

pla

ns

and s

ched

ule

s ar

e re

alis

tic

and a

chie

vable

within

org

anis

atio

nal

const

rain

ts

4.4

ex

pla

in h

ow

to e

nsu

re t

he

obje

ctiv

es a

nd w

ork

pla

ns

take

acc

ount

of

team

mem

ber

s' a

bili

ties

and

dev

elopm

ent

nee

ds

4.5

ex

pla

in h

ow

to e

xpla

in t

he

obje

ctiv

es a

nd w

ork

pla

ns

in s

uff

icie

nt

det

ail an

d a

t a

leve

l an

d p

ace

appro

priat

e to

your

indiv

idual

tea

m m

ember

s

4.6

ex

pla

in h

ow

to c

onfirm

tea

m a

nd indiv

idual

under

stan

din

g o

f, a

nd c

om

mitm

ent

to,

obje

ctiv

es

and w

ork

pla

ns

at a

ppro

priat

e in

terv

als

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

36

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.7

pro

pose

how

to p

rovi

de

advi

ce a

nd g

uid

ance

on

how

to a

chie

ve o

bje

ctiv

es in s

uffic

ient

det

ail an

d a

t tim

es a

ppro

priat

e to

the

nee

ds

of te

ams

and

indiv

idual

s

4.8

ex

pla

in h

ow

to u

pdat

e th

e obje

ctiv

es a

nd w

ork

pla

ns

regula

rly

and t

ake

acc

ount

of an

y in

div

idual,

team

and o

rgan

isat

ional

changes

5

Be

able

to a

sses

s th

e per

form

ance

of

team

s an

d

indiv

idual

s

5.1

cl

early

expla

inin

g t

he

purp

ose

of m

onitor

and

asse

ssm

ent

to a

ll th

ose

invo

lved

5.2

giv

e opport

unitie

s to

tea

ms

and indiv

iduals

to

monitor

and a

sses

s th

eir

ow

n p

erfo

rman

ce a

gai

nst

obje

ctiv

es a

nd w

ork

pla

ns

5.3

m

onitor

the

per

form

ance

of

team

s an

d indiv

idual

s at

tim

es m

ost

lik

ely

to m

ainta

in a

nd im

pro

ve

effe

ctiv

e per

form

ance

5.4

as

sess

the

per

form

ance

of

team

s an

d indiv

idual

s bas

ed o

n s

uffic

ient,

val

id a

nd r

elia

ble

info

rmat

ion

5.5

ca

rry

out

your

ass

essm

ents

obje

ctiv

ely

agai

nst

cl

ear,

agre

ed c

rite

ria

5.6

en

sure

ass

essm

ents

tak

e due

acc

ount

of

the

per

sonal

cir

cum

stan

ces

of

team

mem

ber

s an

d t

he

org

anis

atio

nal

const

rain

ts o

n t

hei

r w

ork

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

37

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to a

sses

s th

e per

form

ance

of te

ams

and indiv

idual

s

6.1

ex

pla

in h

ow

to c

lear

ly e

xpla

in t

he

purp

ose

of

monitor

and a

sses

smen

t to

all

those

invo

lved

6.2

ex

pla

in h

ow

to g

ive

opport

unitie

s to

tea

ms

and

indiv

idual

s to

monitor

and a

sses

s th

eir

ow

n

per

form

ance

agai

nst

obje

ctiv

es a

nd w

ork

pla

ns

6.3

ex

amin

e how

to m

onitor

the

per

form

ance

of te

ams

and indiv

idual

s at

tim

es m

ost

lik

ely

to m

ainta

in a

nd

impro

ve e

ffec

tive

per

form

ance

6.4

ex

amin

e how

to a

sses

s th

e per

form

ance

of te

am

s an

d indiv

idual

s bas

ed o

n s

uff

icie

nt,

val

id a

nd

relia

ble

info

rmat

ion

6.5

ex

pla

in h

ow

to c

arry

out

your

ass

essm

ents

obje

ctiv

ely

agai

nst

cle

ar,

agre

ed c

rite

ria

6.6

ex

pla

in h

ow

to e

nsu

re a

sses

smen

ts t

ake

due

acco

unt

of

the

per

sonal

cir

cum

stan

ces

of te

am

mem

ber

s an

d t

he

org

anis

atio

nal

const

rain

ts o

n

thei

r w

ork

7

Be

able

to p

rovi

de

feed

back

to t

eam

s and

indiv

idual

s on t

hei

r per

form

ance

7.1

pro

vide

feed

bac

k to

tea

ms

and indiv

iduals

in a

si

tuat

ion a

nd in a

form

and m

anner

most

lik

ely

to

mai

nta

in a

nd im

pro

ve t

hei

r per

form

ance

7.2

pro

vide

feed

bac

k w

hic

h is

clea

r an

d is

bas

ed o

n

your

obje

ctiv

e as

sess

men

t of

thei

r per

form

ance

ag

ainst

agre

ed o

bje

ctiv

es

7.3

pro

vide

feed

bac

k w

hic

h a

cknow

ledges

your

team

m

ember

's a

chie

vem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

38

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7.4

giv

e fe

edbac

k w

hic

h p

rovi

des

your

team

mem

ber

s w

ith c

onst

ruct

ive

sugges

tions

and e

nco

ura

gem

ent

for

impro

ving futu

re p

erfo

rman

ce a

gai

nst

thei

r w

ork

and d

evel

opm

ent

obje

ctiv

es

7.5

pro

vide

feed

bac

k in

a w

ay w

hic

h s

how

s re

spec

t fo

r in

div

idual

s an

d t

he

nee

d f

or

confiden

tial

ity

7.6

giv

e opport

unitie

s to

tea

ms

and indiv

iduals

to

resp

ond t

o fee

dbac

k, a

nd r

ecom

men

d h

ow

they

co

uld

im

pro

ve t

hei

r per

form

ance

in t

he

futu

re

8

Under

stan

d h

ow

to

pro

vide

feed

bac

k to

tea

ms

and indiv

idual

s on t

hei

r per

form

ance

8.1

ex

amin

e how

to p

rovi

de

feed

back

to t

eam

s an

d

indiv

idual

s in

a s

ituat

ion a

nd in a

form

and m

anner

m

ost

lik

ely

to m

ainta

in a

nd im

pro

ve t

hei

r per

form

ance

8.2

pro

pose

how

to p

rovi

de

feed

back

whic

h is

clea

r an

d

is b

ased

on y

our

obje

ctiv

e as

sess

men

t of

thei

r per

form

ance

agai

nst

agre

ed o

bje

ctiv

es

8.3

pro

pose

to p

rovi

de

feed

bac

k w

hic

h a

cknow

ledges

yo

ur

team

mem

ber

's a

chie

vem

ents

8.4

pro

pose

how

to g

ive

feed

back

whic

h p

rovi

des

your

team

mem

ber

s w

ith c

onst

ruct

ive

sugges

tions

and

enco

ura

gem

ent

for

impro

ving futu

re p

erfo

rman

ce

agai

nst

thei

r w

ork

and d

evel

opm

ent

obje

ctiv

es

8.5

pro

pose

how

to p

rovi

de

feed

back

in a

way

whic

h

show

s re

spec

t fo

r in

div

idual

s and t

he

nee

d for

confiden

tialit

y

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

39

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8.6

pro

pose

how

to g

ive

opport

unitie

s to

tea

ms

and

indiv

idual

s to

res

pond t

o fee

dbac

k, a

nd r

ecom

men

d

how

they

could

im

pro

ve t

hei

r per

form

ance

in t

he

futu

re

Lear

ner

nam

e:__________________________________________

D

ate:

________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:________________________



41

Unit 3: Chair meetings and take decisions in construction

Unit reference number: H/600/7441

QCF level: 5

Credit value: 8


Unit summary

This unit is about chairing meetings and analysing information and making decisions based on the conclusions from the analysis.

You will need to circulate appropriate information prior to the meeting and ensure that those attending the meeting agree the meeting objectives. You will need to allocate time for discussion, and keep within it, ensure that contributions are useful, clearly summarising them at appropriate times, confirm decisions and recommendations and seek feedback to improve future meetings.

You will need to select and analyse information, based on identified objectives, using suitable methods and then develop clear conclusions. You will need to present your results and record the work that led to the decisions.


Please note the information in the () round brackets relates to the Performance Criteria in the NOS and the information in the [ ] square brackets relates to the Range Items in the NOS.



information given

consultation

decision making.

2 Meeting:

involving people from within your organisation

involving people outside your organisation.


Learning outcomes 3 and 4: 1 Analysis:

formal and planned

informal and ad hoc.

2 Information:

qualitative

quantitative.

3 Decisions:

affecting operational performance

affecting organisational policy.





1 You must also show evidence of leading both types of meeting (1.1, 1.2, 1.4, 1.6, 1.7, 1.10) [1.2]

2 You must prove that you chair meetings to the National Standard of competence (ALL) [ALL]

3 You must show evidence of leading meetings with all types of objective (1.1, 1.2, 1.7) [1.1]



1 You must also show evidence that you take at least one type of decision (3.1, 3.2, 3.4) [3.3]

2 You must also show evidence that you use both types of information (3.2, 3.4) [3.2]

3 You must show evidence that you carry out both types of analysis (3.3, 3.6, 3.7) [3.1]

4 You must, however, convince your assessor that you have the necessary knowledge, understanding and skills to be able to perform competently in taking both types of decision (3.1, 3.2, 3.4, 3.7) [3.3]


43







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

44

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to c

hai

r m

eetings

1.1

giv

e peo

ple

, ap

pro

priat

e to

the

purp

ose

of

the

mee

ting,

suff

icie

nt

notice

and info

rmation t

o a

llow

th

em t

o c

ontr

ibute

eff

ective

ly

1.2

en

sure

that

ever

yone

atte

ndin

g t

he

mee

ting a

gre

es

the

obje

ctiv

e of

the

mee

ting a

t th

e st

art

1.3

al

loca

te d

iscu

ssio

n t

ime

to t

opic

s co

nsi

sten

tly

with

thei

r im

port

ance

, urg

ency

and c

om

ple

xity

1.4

m

ainta

in a

sty

le o

f le

ader

ship

whic

h h

elps

those

at

tendin

g t

he

mee

ting t

o m

ake

use

ful co

ntr

ibutions

1.5

dis

coura

ge

unhel

pfu

l ar

gum

ents

and d

igre

ssio

ns

1.6

pre

sent

info

rmat

ion a

nd p

rovi

de

sum

mar

ies

clea

rly

at a

ppro

priat

e poin

ts d

uring t

he

mee

ting

1.7

en

sure

that

mee

tings

achie

ve t

hei

r obje

ctiv

es

within

the

allo

cate

d t

ime

1.8

en

sure

that

agre

ed,

dec

isio

ns

and

reco

mm

endat

ions

fall

within

the

gro

ups

auth

ority

1.9

giv

e cl

ear,

acc

ura

te a

nd c

onci

se info

rmat

ion

about

dec

isio

ns

and r

ecom

men

dat

ions

to t

hose

w

ho n

eed it

1.1

0

seek

fee

dbac

k fr

om

those

att

endin

g a

nd u

se t

his

to

impro

ve t

he

effe

ctiv

enes

s of fu

ture

mee

tings

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

45

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to c

hai

r m

eetings

2.1

ex

pla

in h

ow

to g

ive

peo

ple

, appro

priate

to t

he

purp

ose

of

the

mee

ting,

suff

icie

nt

notice

and

info

rmat

ion t

o a

llow

them

to c

ontr

ibute

eff

ective

ly

2.2

ex

pla

in h

ow

to e

nsu

re t

hat

eve

ryone

atte

ndin

g t

he

mee

ting a

gre

es t

he

obje

ctiv

e of th

e m

eeting a

t th

e st

art

2.3

exp

lain

how

to a

lloca

te d

iscu

ssio

n t

ime

to

topic

s co

nsi

sten

tly

with t

hei

r im

port

ance

, urg

ency

an

d c

om

ple

xity

2.4

ex

pla

in h

ow

to m

ainta

in a

sty

le o

f le

ader

ship

whic

h

hel

ps

those

att

endin

g t

he

mee

ting t

o m

ake

use

ful

contr

ibutions

2.5

ex

pla

in h

ow

to d

isco

ura

ge

unhel

pfu

l ar

gum

ents

and

dig

ress

ions

2.6

ex

pla

in h

ow

to p

rese

nt

info

rmation a

nd p

rovi

de

sum

mar

ies

clea

rly

at a

ppro

priat

e poin

ts d

uring t

he

mee

ting

2.7

ex

pla

in h

ow

to e

nsu

re t

hat

mee

tings

achie

ve t

hei

r obje

ctiv

es w

ithin

the

allo

cate

d t

ime

2.8

ex

pla

in h

ow

to e

nsu

re t

hat

agre

ed,

dec

isio

ns

and

reco

mm

endat

ions

fall

within

the

gro

ups

auth

ority

2.9

ex

pla

in h

ow

to g

ive

clea

r, a

ccura

te a

nd c

onci

se

info

rmat

ion a

bout

dec

isio

ns

and r

ecom

men

dat

ions

to t

hose

who n

eed it

2.1

0

expla

in h

ow

to s

eek

feed

bac

k fr

om

those

att

endin

g

and u

se t

his

to im

pro

ve t

he

effe

ctiv

enes

s of

futu

re

mee

tings

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

46

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to a

nal

yse

info

rmat

ion for

dec

isio

n

mak

ing

3.1

id

entify

obje

ctiv

es f

or

your

anal

ysis

whic

h a

re

clea

r an

d c

onsi

sten

t w

ith t

he

dec

isio

ns

you n

eed

to m

ake

3.2

se

lect

info

rmat

ion w

hic

h is

acc

ura

te,

rele

vant

to

the

obje

ctiv

es,

and s

uff

icie

nt

to a

rriv

e at

rel

iable

dec

isio

ns

3.3

use

met

hods

of an

alys

is w

hic

h a

re s

uitab

le t

o

achie

ve t

he

obje

ctiv

es

3.4

an

alys

e th

e in

form

ation c

orr

ectly,

iden

tify

pat

tern

s an

d t

rends

signific

ant

to t

he

dec

isio

ns

you n

eed t

o

take

3.5

dev

elop c

lear

concl

usi

ons

whic

h y

ou s

upport

with

reas

oned

arg

um

ents

and a

ppro

priat

e ev

iden

ce

3.6

pre

sent

the

resu

lts

of yo

ur

anal

ysis

, diffe

rentiat

e cl

early

bet

wee

n fact

and o

pin

ion

3.7

m

ainta

in r

ecord

s of

your

anal

ysis

whic

h a

re

suff

icie

nt

to s

how

the

assu

mptions

and d

ecis

ions

mad

e at

each

sta

ge

4

Under

stan

d h

ow

to

anal

yse

info

rmat

ion f

or

dec

isio

n m

akin

g

4.1

des

crib

e how

to iden

tify

obje

ctiv

es for

your

anal

ysis

w

hic

h a

re c

lear

and c

onsi

sten

t w

ith t

he

dec

isio

ns

you n

eed t

o m

ake

4.2

ev

aluat

e how

to s

elec

t in

form

atio

n w

hic

h is

accu

rate

, re

leva

nt

to t

he

obje

ctiv

es,

and s

uff

icie

nt

to a

rriv

e at

relia

ble

dec

isio

ns

4.3

ex

pla

in h

ow

to u

se m

ethods

of an

alys

is w

hic

h a

re

suitab

le t

o a

chie

ve t

he

obje

ctiv

es

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

47

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.4

ex

amin

e how

to a

nal

yse

the

info

rmat

ion c

orr

ectly,

id

entify

patt

erns

and t

rends

signific

ant

to t

he

dec

isio

ns

you n

eed t

o t

ake

4.5

pro

pose

how

to d

evel

op c

lear

concl

usi

ons

whic

h

you s

upport

with r

easo

ned

arg

um

ents

and

appro

priat

e ev

iden

ce

4.6

ex

pla

in h

ow

to p

rese

nt

the

resu

lts

of yo

ur

anal

ysis

, diffe

rentiat

e cl

early

bet

wee

n f

act

and o

pin

ion

4.7

ex

pla

in h

ow

to m

ainta

in r

ecord

s of

your

anal

ysis

w

hic

h a

re s

uff

icie

nt

to s

how

the

assu

mptions

and

dec

isio

ns

mad

e at

each

sta

ge

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



49

Unit 4: Enhance working relationships in construction

Unit reference number: M/600/7443

QCF level: 5

Credit value: 8


Unit summary

This unit is about developing, maintaining and enhancing the trust and support of colleagues, those to whom you report and people who benefit from your work. It is also about personal development.

You will need to develop and maintain effective relationships offering timely relevant information and helpful sensitive advice. You will need to present clear, timely proposals appropriately detailed. You will need to acknowledge objections and resolve conflicts sensitively.

You will need to review your own performance, both by yourself and with your line manager, and identify personal development needs forming these into a development plan. You will need to undertake development activities, record progress and re-review your performance.




Learning outcomes 1 and 2: 1 Working relationships:

formal

informal.


2 People:

those commissioning work

employers

employees

clients and customers

statutory bodies

users

professional consultants

contractors

consultants

partners

general public

community groups

suppliers of products and services

government agencies.

3 Promote goodwill and trust:

demonstrating a duty of care

ethical relationships

professional independence

honouring promises and undertakings

honest relationships

constructive relationships.

4 Instructing, provide guidance, presenting and acknowledge:

orally

in writing

use graphics

electronically.

5 Work activities:

progress

results

achievements

emerging threats

risks

opportunities.


51

Learning outcomes 3 and 4: 1 Aims and objectives:

preparation for career development

intellectual challenge

need for updating

need to provide evidence of vocational competence

compliance with employer and professional requirements

promotion or job change

awareness of shortcomings.

2 Personal development:

maintenance of existing competence

improvements to existing competence

development of new competence

commitment to vocational excellence.

3 Sources of support and guidance:

national/industry bodies

Professional Institutions

education and training providers

in house.

4 Benchmarks of competence:

job descriptions

professional institution requirements

industry national occupational standards.

5 Development plan includes:

priorities

target dates

development activities.

6 Development activities:

formal courses

research

work experience

personal study.






The learner must produce documentary evidence from the workplace covering the following item(s) that are considered to be common and key/critical to demonstrating competence.

1 Instructions given and guidance provided about work activities (1.1, 1.2, 1.3, 1.6) [ALL]

2 Proposal(s) presented, including clarification and alternatives suggested (1.1, 1.4, 1.5, 1.6) [1.1, 1.2, 1.3, 1.4]

Process evidence:

1 Instructions, guidance and presentations (ALL) [ALL]



1 Records of personal development aims and objectives which include sources of support and guidance and selected benchmarks of competence and reviews and updating (3.1, 3.2, 3.3, 3.8)

2 Profiles of present competence identified against benchmarks of competence (3.4) [3.4]

3 Development plans which include identified development needs (3.4, 3.5) [3.5]

4 Records of developed progress achievement and evidence of competence identified against benchmarks of competence (3.6, 3.7) [3.4, 3.6]






53



N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

54

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to e

nhan

ce

rela

tionsh

ips

with p

eople

w

ho b

enef

it fro

m o

ne’

s w

ork

1.1

dev

elop a

nd m

ainta

in w

ork

ing r

elat

ionsh

ips

with

peo

ple

whic

h p

rom

ote

goodw

ill a

nd t

rust

1.2

in

stru

ct p

eople

about

work

act

ivitie

s in

an

appro

priat

e le

vel of det

ail an

d w

ith a

n a

ppro

priat

e deg

ree

of

urg

ency

1.3

pro

vide

guid

ance

and h

elp t

o p

eople

about

work

ac

tivi

ties

with s

ensi

tivi

ty a

nd e

nco

ura

ge

ques

tions,

re

ques

ts for

clar

ific

ation a

nd c

om

men

ts

1.4

pre

sent

pro

posa

ls for

action c

lear

ly t

o p

eople

at

an

appro

priat

e tim

e an

d w

ith t

he

right

leve

l of det

ail

for

the

deg

ree

of

change,

exp

enditure

and r

isk

invo

lved

1.5

ac

know

ledge

obje

ctio

ns

to p

roposa

ls a

nd s

ugges

t al

tern

ativ

e pro

posa

ls

1.6

re

solv

e co

nflic

ts a

nd d

iffe

rence

s of

opin

ion in w

ays

w

hic

h m

inim

ise

offen

ce a

nd m

ain

tain

goodw

ill,

trust

an

d r

espec

t

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

55

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to

enhan

ce r

elat

ionsh

ips

with

peo

ple

who b

enef

it fro

m

one’

s w

ork

2.1

pro

pose

how

to d

evel

op a

nd m

ainta

in w

ork

ing

rela

tionsh

ips

with p

eople

whic

h p

rom

ote

goodw

ill

and t

rust

2.2

ex

pla

in h

ow

to inst

ruct

peo

ple

about

work

act

ivitie

s in

an a

ppro

priat

e le

vel of det

ail an

d w

ith a

n

appro

priat

e deg

ree

of urg

ency

2.3

pro

pose

how

to p

rovi

de

guid

ance

and h

elp t

o

peo

ple

about

work

act

ivitie

s w

ith s

ensi

tivi

ty a

nd

enco

ura

ge

ques

tions,

req

ues

ts for

clar

ific

ation a

nd

com

men

ts

2.4

ex

pla

in h

ow

to p

rese

nt

pro

posa

ls f

or

action c

lear

ly

to p

eople

at

an a

ppro

priat

e tim

e an

d w

ith t

he

right

leve

l of det

ail fo

r th

e deg

ree

of

chan

ge,

exp

enditure

an

d r

isk

invo

lved

2.5

ex

pla

in h

ow

to a

cknow

ledge

obje

ctio

ns

to p

roposa

ls

and s

ugges

t alter

native

pro

posa

ls

2.6

pro

pose

how

to r

esolv

e co

nflic

ts a

nd d

iffe

rence

s of

opin

ion in w

ays

whic

h m

inim

ise

off

ence

and

mai

nta

in g

oodw

ill,

trust

and r

espec

t

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

56

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to u

nder

take

per

sonal

dev

elopm

ent

in

the

occ

upational

pra

ctic

e ar

ea

3.1

def

ine

the

per

sonal

aim

s an

d o

bje

ctiv

es for

under

taki

ng p

erso

nal dev

elopm

ent

3.2

id

entify

and c

onta

ct s

ourc

es o

f su

pport

and

guid

ance

for

under

taki

ng p

erso

nal

dev

elopm

ent

3.3

id

entify

and s

elec

t re

leva

nt

ben

chm

arks

of

com

pet

ence

agai

nst

whic

h p

erso

nal

dev

elopm

ent

can b

e m

easu

red

3.4

an

alys

e th

e cu

rren

t per

sonal le

vel of per

form

ance

ag

ainst

the

iden

tified

ben

chm

ark

s of co

mpet

ence

an

d r

ecord

a p

rofile

of pre

sent

com

pet

ence

and

per

sonal

dev

elopm

ent

nee

ds

3.5

pre

par

e a

dev

elopm

ent

pla

n for

achie

ving iden

tified

dev

elopm

ent

nee

ds

3.6

under

take

dev

elopm

ent

activi

ties

aim

ed a

t ac

hie

ving iden

tified

dev

elopm

ent

nee

ds,

rev

iew

and

reco

rd p

rogre

ss a

nd t

he

effe

ctiv

enes

s of th

e ac

tivi

ties

3.7

m

easu

re a

chie

vem

ent

of id

entified

dev

elopm

ent

nee

ds

and r

ecord

evi

den

ce o

f co

mpet

ence

gai

ned

ag

ainst

the

iden

tified

ben

chm

ark

s of co

mpet

ence

3.8

re

view

the

cycl

e of per

sonal dev

elopm

ent

aim

s and

obje

ctiv

es a

nd r

evis

e an

d u

pdate

aim

s an

d

obje

ctiv

es t

o s

uit c

hangin

g c

ircu

mst

ance

s

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

57

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

under

take

per

sonal

dev

elopm

ent

in t

he

occ

upat

ional

pra

ctic

e ar

ea

4.1

ev

aluat

e how

to d

efin

e th

e per

sonal

aim

s an

d

obje

ctiv

es f

or

under

taki

ng p

erso

nal

dev

elopm

ent

4.2

des

crib

e how

to iden

tify

and c

onta

ct s

ourc

es o

f su

pport

and g

uid

ance

for

under

taki

ng p

erso

nal

dev

elopm

ent

4.3

des

crib

e how

to iden

tify

and s

elec

t re

leva

nt

ben

chm

ark

s of co

mpet

ence

again

st w

hic

h p

erso

nal

dev

elopm

ent

can b

e m

easu

red

4.4

ex

amin

e how

to a

nal

yse

the

curr

ent

per

sonal

lev

el

of per

form

ance

agai

nst

the

iden

tified

ben

chm

arks

of

com

pet

ence

and r

ecord

a p

rofile

of pre

sent

com

pet

ence

and p

erso

nal

dev

elopm

ent

nee

ds

4.5

ex

pla

in h

ow

to p

repare

a d

evel

opm

ent

pla

n for

achie

ving iden

tified

dev

elopm

ent

nee

ds

4.6

ev

aluat

e how

to u

nder

take

dev

elopm

ent

activi

ties

ai

med

at

ach

ievi

ng iden

tified

dev

elopm

ent

nee

ds,

re

view

and r

ecord

pro

gre

ss a

nd t

he

effe

ctiv

enes

s of

the

act

ivitie

s

4.7

ex

pla

in h

ow

to m

easu

re a

chie

vem

ent

of id

entified

dev

elopm

ent

nee

ds

and r

ecord

evi

den

ce o

f co

mpet

ence

gai

ned

agai

nst

the

iden

tified

ben

chm

ark

s of

com

pet

ence

4.8

ex

amin

e how

to r

evie

w t

he

cycl

e of per

sonal

dev

elopm

ent

aim

s and o

bje

ctiv

es a

nd r

evis

e an

d

updat

e ai

ms

and o

bje

ctiv

es t

o s

uit c

han

gin

g

circ

um

stan

ces

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

58

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


59

Unit 5: Identify, assess and evaluate project requirements in construction

Unit reference number: F/600/7446

QCF level: 6

Credit value: 18


Unit summary

This unit is about the procurement and use of resources. You will need to identify and agree goals and priorities with the project stakeholders. You will also need to identify the function and performance requirements for the project. You will need to clarify, summarise and present the project requirements and stakeholder preferences. You will need to challenge any preferences which are not realistic and decide valid options.

You will need to identify where resources will be needed and how to obtain them. You will then need to analyse the factors which will influence the procurement and use of resources. You will also need to check that resources have been estimated and that opportunities and constraints have been evaluated and presented to decision makers. You will also need to produce a report on the procurement and use of resources.




Learning outcomes 1 and 2: 1 Agree:

direct with a client

by negotiation and agreement with a partnering team.


2 Project stakeholders:

the client

the client’s financial advisers

design consultants

potential contractors

potential subcontractors and suppliers

potential investors

funding agencies

independent client advisers

user groups.

3 Goals and priorities:

quantity

quality

cost

time

development

improvement

use

whole life costs

environmental impact and sustainability

security.

4 Clarify the project stakeholders’ requirements by:

reference to standard documentation

checklists

client consultation

questionnaires

comparative field research

market research.

5 Constraints and risks

cost

time

health and safety

the environment.


61

6 Presenting:

orally

in writing

graphically

electronically.

Learning outcomes 3 and 4: 1 Identify by:

standard lists and procedures

investigative research.

2 Resources:

plant

labour

materials

subcontractors.

3 Factors which will influence the procurement of resources:

forms of contract

availability

cost

insurances

time and period required

transport

delivery dates

recoverable costs

discounts

service support

environmental impact and sustainability

political sensitivities

legal and regulatory constraints on access and use

permits

sustainability.


4 Factors which will influence the use of resources:

people

use of materials

sustainability

equipment

construction methods

contracting methods

quantity

quality standards

climate

legal and regulatory constraints

health, safety and welfare

infrastructure.

5 Presenting:

orally

in writing

graphically

electronically.





The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and key/critical to demonstrate competence:

1 Summary(ies) of stakeholder goals, priorities and requirements (1.1, 1.2, 1.3, 1.4) [ALL]

2 Options agreed in writing (1.5) [1.2]

Process evidence:

1 Presentation(s) of the summary(ies) of requirements and preferences (1.4) [1.2, 1.6]


63



1 Report(s) on the procurement and use of resources which include: areas of development where resources will be needed; investigations to quantify the resources; costs programmes and statements of purpose; influencing factors; potential opportunities and constraints; impact; checks of estimated resources; calculations; amendments to reflect feedback (ALL) [ALL]


Process evidence:

1 Presentation(s) of evaluation report(s) (3.5) [3.5]






N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

64

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to iden

tify

, as

sess

an

d a

gre

e pro

ject

re

quirem

ents

and

stak

ehold

er p

refe

rence

s

1.1

id

entify

and a

gre

e w

ith p

roje

ct s

take

hold

ers

what

thei

r goal

s an

d p

riorities

are

both

now

and for

the

futu

re

1.2

id

entify

the

funct

ion a

nd p

erfo

rman

ce r

equirem

ents

fo

r th

e pro

ject

1.3

cl

arify

the

pro

ject

sta

kehold

er's

req

uirem

ents

, th

e options

ava

ilable

and t

he

const

rain

ts a

nd r

isks

w

hic

h m

ight

apply

to t

he

pro

ject

1.4

su

mm

aris

e an

d p

rese

nt

the

pro

ject

req

uirem

ents

an

d s

take

hold

ers'

pre

fere

nce

s

1.5

ch

alle

nge

pro

ject

req

uirem

ents

and s

take

hold

ers

pre

fere

nce

s w

hic

h d

o n

ot

appea

r to

be

realis

tic,

dec

ide

valid

options

and a

gre

e th

em in w

riting

2

Under

stan

d h

ow

to

iden

tify

, ass

ess

and a

gre

e pro

ject

req

uirem

ents

and

stak

ehold

er p

refe

rence

s

2.1

des

crib

e how

to iden

tify

and a

gre

e w

ith p

roje

ct

stak

ehold

ers

what

thei

r goal

s and p

riorities

are

both

now

and for

the

futu

re

2.2

des

crib

e how

to iden

tify

the

funct

ion a

nd

per

form

ance

req

uirem

ents

for

the

pro

ject

2.3

ex

pla

in h

ow

to c

larify

the

pro

ject

sta

kehold

er's

re

quirem

ents

, th

e options

availa

ble

and t

he

const

rain

ts a

nd r

isks

whic

h m

ight

apply

to t

he

pro

ject

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

65

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ex

pla

in h

ow

to s

um

mar

ise

and p

rese

nt

the

pro

ject

re

quirem

ents

and s

take

hold

ers'

pre

fere

nce

s

2.5

ex

amin

e how

to c

halle

nge

pro

ject

req

uirem

ents

and

stak

ehold

ers

pre

fere

nce

s w

hic

h d

o n

ot

appea

r to

be

real

istic,

dec

ide

valid

options

and a

gre

e th

em in

writing

3

Be

able

to iden

tify

, as

sess

an

d e

valu

ate

res

ourc

e pro

cure

men

t fa

ctors

3.1

id

entify

the

area

s of

the

dev

elopm

ent

wher

e re

sourc

es w

ill b

e nee

ded

and p

lan a

n inve

stig

ation

to q

uan

tify

the

reso

urc

es a

nd t

o d

ecid

e w

her

e to

obta

in t

hem

3.2

ag

ree

real

istic

cost

s, p

rogra

mm

es a

nd c

lear

st

atem

ents

of purp

ose

for

inve

stig

ation w

ith t

he

stak

ehold

ers

3.3

an

alys

e th

e fa

ctors

whic

h w

ill influen

ce t

he

pro

cure

men

t an

d u

se o

f re

sourc

es,

iden

tify

pote

ntial

opport

unitie

s an

d c

onst

rain

ts a

nd

asse

ssin

g t

he

impac

t th

ese

mig

ht

hav

e on t

he

pra

ctic

abili

ty a

nd e

ffic

iency

of th

e dev

elopm

ent

pro

cess

3.4

ch

eck

that

the

reso

urc

es t

hat

will

be

nee

ded

hav

e bee

n e

stim

ated

, su

mm

aris

e pote

ntial

opport

unitie

s an

d c

onst

rain

ts a

nd e

valu

ate

how

thes

e w

ill a

ffec

t both

the

finan

cing a

nd t

he

pro

gra

mm

ing o

f th

e pro

ject

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

66

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.5

pre

sent

the

calc

ula

tions

and e

valu

atio

n t

o d

ecis

ion

mak

ers,

note

thei

r advi

ce a

nd a

men

d t

he

eval

uat

ion t

o r

efle

ct t

he

feed

back

rec

eive

d

3.6

pro

duce

a r

eport

on t

he

pro

cure

men

t an

d u

se o

f re

sourc

es w

hic

h w

ill e

nab

le a

pro

cure

men

t st

rate

gy

to b

e im

ple

men

ted

4

Under

stan

d h

ow

to

iden

tify

, ass

ess

and

eval

uat

e re

sourc

e pro

cure

men

t fa

ctors

4.1

des

crib

e how

to iden

tify

the

area

s of th

e dev

elopm

ent

wher

e re

sourc

es w

ill b

e nee

ded

and

pla

n a

n inve

stig

atio

n t

o q

uan

tify

the

reso

urc

es a

nd

to d

ecid

e w

her

e to

obta

in t

hem

4.2

ev

aluat

e how

to a

gre

e re

alis

tic

cost

s, p

rogra

mm

es

and c

lear

sta

tem

ents

of purp

ose

for

inve

stig

atio

n

with t

he

stak

ehold

ers

4.3

ex

amin

e how

to a

nal

yse

the

fact

ors

whic

h w

ill

influen

ce t

he

pro

cure

men

t an

d u

se o

f re

sourc

es,

iden

tify

pote

ntial

opport

unitie

s an

d c

onst

rain

ts a

nd

asse

ss t

he

impact

thes

e m

ight

hav

e on t

he

pra

ctic

abili

ty a

nd e

ffic

iency

of th

e dev

elopm

ent

pro

cess

4.4

ex

pla

in h

ow

to c

hec

k th

at t

he

reso

urc

es t

hat

will

be

nee

ded

have

bee

n e

stim

ated

, su

mm

aris

e pote

ntial

opport

unitie

s an

d c

onst

rain

ts a

nd e

valu

ate

how

th

ese

will

affec

t both

the

finan

cing a

nd t

he

pro

gra

mm

ing o

f th

e pro

ject

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

67

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.5

ex

pla

in h

ow

to p

rese

nt

the

calc

ula

tions

and

eval

uat

ion t

o d

ecis

ion m

aker

s, n

ote

thei

r advi

ce

and a

men

d t

he

evalu

atio

n t

o r

efle

ct t

he

feed

bac

k re

ceiv

ed

4.6

ex

pla

in h

ow

to p

roduce

a r

eport

on t

he

pro

cure

men

t an

d u

se o

f re

sourc

es w

hic

h w

ill e

nab

le

a pro

cure

men

t st

rate

gy

to b

e im

ple

men

ted

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



69

Unit 6: Obtain tenders and appoint successful contractors in construction

Unit reference number: L/600/7465

QCF level: 6

Credit value: 12


Unit summary

This unit is about shortlisting and selecting appropriate tenderers. It is also the about the review and amendment of tender documents and ensuring that addendums are issued.

You will need to identify bills of quantities which are suitable and evaluate options against relevant criteria. You will also need to select options for bills of quantities. You will then need to forecast the prime cost, provisional sums and contingencies and prepare a bill of preliminaries. You will also need to check final drafts.

You will need to select an appropriate tender. You will also need to review tender documents to ensure that they cover the scope of work and also ensure that tender documents are issued. You will also need to investigate any errors reported by tenderers, amend tender documents and ensure that addendums are reissued.

You will need to acknowledge and evaluate tenders against the criteria and modify and repeat tendering processes if necessary. You will need to choose the best tenderers to appoint them formally and notify unsuccessful tenderers. You will also need to negotiate and agree any variations, adjustments and corrections with tenderer(s) subject to contract.





Learning outcomes 1 and 2: 1 Tenderers:

contractors

sub/works/trade contractors

suppliers

consultants.

2 Evidence:

documentary

references

interview.

3 Selection criteria:

quality and delivery record

perceived added value (including reputation of potential contractors)

acceptability of known sub-contracting arrangements

acceptability to client

financial resources

references from previous clients and bankers

health and safety

competence of people

resources (human, materials, facilities)

insurance

environmental policy and management

competitiveness.

Learning outcomes 3 and 4: 1 Bills:

trade

elemental

operational

approximate

schedules of rates.


71

2 Procurement:

competitive tender – limited competition

open competition (including advertising)

non- competitive – negotiation

serial award

partnering.

3 Relevant criteria:

cost of production

time in preparation

suitability to the contract

form of project procurement

intended purpose.

Learning outcomes 5 and 6: 1 Tender:

open competitive

two stage

two envelope

selected list

negotiated.

2 Tender documents

invitation to tender

form of tender

returns procedure

surveys

specifications

drawings

schedules

bills of quantities

health and safety plans

scope of services

terms and conditions

schedules of rates.


3 Tenderers:

contractors


suppliers

consultant.

Learning outcomes 7 and 8: 1 Tenderers:

contractors


suppliers

consultants.

2 Criteria

tender compliance

quality

technical viability

timescale

cost (budgets, rates)

loading and cash flow

policies which offer added value

any variations, adjustments and corrections.

3 Variations, adjustments and corrections:

price

quantity

quality

standards

carriage and delivery

completion

maintenance

after sales service

method of payment

terms of payment

contract conditions

scope of service

terms and conditions.


73





The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and routine to demonstrate competence.

1 Record(s) of pre-qualification tender enquiries sent to potential tenderers (1.1, 1.2, 1.3) [1.1, 1.2, 1.3]

2 Evaluation(s) of potential tenderers (1.4, 1.5) [1.1, 1.3]




1 Bill(s) which include: evaluated and selected options; forecasts of prime cost, provisional sums and contingencies; bill of preliminaries, checks and approvals (ALL) [ALL]





1 Tender document(s) (5.1, 5.2, 5.3) [5.1, 5.2]

2 Record(s) of tender documents reviewed and issued including (5.2, 5.3, 5.4) [ALL]




The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and routine to demonstrate competence:

1 Acknowledgements and evaluation(s) of tenders amendments and checks against the agreed criteria (7.1, 7.3) [7.1, 7.2]

2 Records showing repeated tendering processes (7.2) [7.1]

3 Records of chosen tender (7.4) [7.1]

4 Records of negotiations including any variations, adjustments and corrections made (7.5) [7.3]

5 Records of notifications to tenderers. (7.6) [7.1]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

75

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to s

hort

list

tender

ers

1.1

dev

elop a

sel

ect

list

of pote

ntial te

nder

ers

able

to

mee

t th

e co

ntr

act

criter

ia a

nd d

ecid

e how

man

y to

in

vite

.

1.2

ch

oose

sel

ection c

rite

ria

whic

h a

re s

uitab

le t

o

wei

ght

and r

ate

per

form

ance

for

the

type

of w

ork

des

crib

ed in t

he

tender

1.3

se

nd p

re-q

ual

ific

atio

n t

ender

enquirie

s to

pote

ntial

te

nder

ers,

for

them

to p

rovi

de

evid

ence

about

thei

r ex

per

ience

, ca

pab

ility

and a

vaila

bili

ty t

o c

arr

y out

the

work

1.4

ev

aluat

e pote

ntial te

nder

ers

who r

espond t

o t

he

pre

qual

ific

atio

n e

nquiry

agai

nst

the

sele

ctio

n

criter

ia,

in o

rder

to s

hort

lis

t te

nder

ers

1.5

co

nfirm

that

the

sele

cted

ten

der

ers

are

will

ing t

o

bid

and if

nec

essa

ry r

efer

to t

he

origin

al longlis

t

2

Under

stan

d h

ow

to

short

list

tender

ers

2.1

pro

pose

how

to d

evel

op a

sel

ect

list

of pote

ntial

te

nder

ers

able

to m

eet

the

contr

act

criter

ia a

nd

dec

ide

how

man

y to

invi

te

2.2

ev

aluat

e how

to c

hoose

sel

ection c

rite

ria

whic

h a

re

suitab

le t

o w

eight

and r

ate

per

form

ance

for

the

type

of w

ork

des

crib

ed in t

he

tender

2.3

ex

pla

in h

ow

to s

end p

re-q

ualif

icat

ion t

ender

en

quirie

s to

pote

ntial te

nder

ers,

for

them

to

pro

vide

evid

ence

about

thei

r ex

per

ience

, ca

pab

ility

an

d a

vaila

bili

ty t

o c

arr

y out

the

work

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

76

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ev

aluat

e pote

ntial te

nder

ers

who r

espond t

o t

he

pre

qual

ific

atio

n e

nquiry

agai

nst

the

sele

ctio

n

criter

ia,

in o

rder

to s

hort

lis

t te

nder

ers

2.5

ex

pla

in h

ow

to c

onfirm

that

the

sele

cted

ten

der

ers

are

will

ing t

o b

id a

nd if nec

essa

ry r

efer

to t

he

origin

al lo

nglis

t

3

Be

able

to s

elec

t bill

s of

quan

tities

3.1

id

entify

bill

s of quan

tities

whic

h a

re s

uitab

le for

the

type

of pro

cure

men

t an

d e

valu

ate

the

options

agai

nst

rel

evan

t cr

iter

ia

3.2

se

lect

val

id o

ptions

for

bill

s of

quan

tities

, dis

cuss

th

em w

ith t

he

clie

nt

and o

ther

peo

ple

who h

ave

an

inte

rest

and a

gre

e a form

3.3

fo

reca

st t

he

pri

me

cost

, pro

visi

onal

sum

s and

contingen

cies

so t

hat

they

can

be

incl

uded

in t

he

bill

s of quantities

3.4

pre

par

e an

acc

ura

te b

ill o

f pre

limin

arie

s w

hic

h

des

crib

es t

he

nee

ds

of th

e co

ntr

acto

r an

d t

he

clie

nt

3.5

ch

eck

the

final

dra

fts

and a

ppro

ving t

hose

whic

h

are

acc

ura

te for

pro

duct

ion a

nd p

rinting

4

Under

stan

d h

ow

to s

elec

t bill

s of quantities

4.1

des

crib

e how

to iden

tify

bill

s of

quan

tities

whic

h a

re

suitab

le f

or

the

type

of pro

cure

men

t an

d e

valu

ate

the

options

again

st r

elev

ant

criter

ia

4.2

ev

aluat

e how

to s

elec

t va

lid o

ptions

for

bill

s of

quan

tities

, dis

cuss

them

with t

he

clie

nt

and o

ther

peo

ple

who h

ave

an inte

rest

and a

gre

e a form

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

77

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.3

ex

amin

e how

to fore

cast

the

pri

me

cost

, pro

visi

onal

su

ms

and c

ontingen

cies

so t

hat

they

can

be

incl

uded

in t

he

bill

s of quan

tities

4.4

ex

pla

in h

ow

to p

repare

an a

ccura

te b

ill o

f pre

limin

arie

s w

hic

h d

escr

ibes

the

nee

ds

of

the

contr

act

or

and t

he

clie

nt

4.5

ex

pla

in h

ow

to c

hec

k th

e final dra

fts

and a

ppro

ve

those

whic

h a

re a

ccura

te f

or

pro

duct

ion a

nd

printing

5

Be

able

to o

bta

in t

ender

s 5.1

se

lect

an a

ppro

priat

e ty

pe

of te

nder

5.2

re

view

ten

der

docu

men

ts t

o e

nsu

re t

hat

they

cove

r th

e sc

ope

of th

e w

ork

s an

d c

ontr

act

requirem

ents

5.3

en

sure

that

all re

quired

ten

der

docu

men

ts a

re

issu

ed in a

ccord

ance

with a

gre

ed p

roce

dure

s

5.4

in

vest

igate

any

erro

rs,

om

issi

ons

and a

mbig

uitie

s w

hic

h a

re r

eport

ed b

y te

nder

ers

and a

men

d t

he

tender

docu

men

ts t

o c

orr

ect

them

and e

nsu

re t

hat

ad

den

dum

s ar

e re

-iss

ued

5.5

ag

ree

and im

ple

men

t ac

tion w

hen

ten

der

ers

withdra

w fro

m t

he

pro

cess

6

Under

stan

d h

ow

to o

bta

in

tender

s 6.1

ev

aluat

e how

to s

elec

t an

appro

priat

e ty

pe

of

tender

6.2

ex

amin

e how

to r

evie

w t

ender

docu

men

ts t

o e

nsu

re

that

they

cove

r th

e sc

ope

of th

e w

ork

s an

d c

ontr

act

re

quirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

78

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6.3

ex

pla

in h

ow

to e

nsu

re t

hat

all

required

ten

der

docu

men

ts a

re iss

ued

in a

ccord

ance

with a

gre

ed

pro

cedure

s

6.4

ex

amin

e how

to inve

stig

ate

any

erro

rs,

om

issi

ons

and a

mbig

uitie

s w

hic

h a

re r

eport

ed b

y te

nder

ers

and a

men

d t

he

tender

docu

men

ts t

o c

orr

ect

them

an

d e

nsu

re t

hat

adden

dum

s ar

e re

-iss

ued

6.5

ev

aluat

e how

to a

gre

e an

d im

ple

men

t ac

tion w

hen

te

nder

ers

withdra

w fro

m t

he

pro

cess

7

Be

able

to e

valu

ate

tender

s an

d a

ppoin

t co

ntr

act

ors

7.1

ac

know

ledge

and e

valu

ate

the

tender

s re

ceiv

ed

agai

nst

the

agre

ed c

rite

ria

7.2

m

odify

and r

epea

t th

e te

nder

ing p

roce

sses

if

too

few

ten

der

s ar

e re

ceiv

ed in o

rder

to s

how

that

th

ere

has

bee

n a

deq

uat

e co

mpet

itio

n

7.3

ch

eck

with t

ender

ers

if a

ny

dis

crep

anci

es,

om

issi

ons

and e

rrors

are

found in t

he

tender

s, a

nd

mak

e an

y am

endm

ents

whic

h t

ender

ers

auth

orise

7.4

ch

oose

the

tender

whic

h b

est

mee

ts t

he

criter

ia

7.5

neg

otiate

and a

gre

e an

y va

riations,

adju

stm

ents

an

d c

orr

ections

with t

he

most

appro

priat

e te

nder

er(s

) an

d c

onfirm

them

in w

riting,

subje

ct t

o

contr

act

7.6

ap

poin

t th

e su

cces

sful te

nder

er form

ally

and n

otify

te

nder

ers

who h

ave

bee

n u

nsu

cces

sful, a

bout

the

resu

lt

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

79

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8

Under

stan

d h

ow

to

eval

uat

e te

nder

s an

d

appoin

t co

ntr

acto

rs

8.1

ex

pla

in h

ow

to a

cknow

ledge

and e

valu

ate

the

tender

s re

ceiv

ed a

gain

st t

he

agre

ed c

rite

ria

8.2

ex

pla

in h

ow

to m

odify

and r

epea

t th

e te

nder

ing

pro

cess

es if to

o f

ew t

ender

s ar

e re

ceiv

ed in o

rder

to

show

that

ther

e has

bee

n a

deq

uat

e co

mpet

itio

n

8.3

ex

pla

in h

ow

to c

hec

k w

ith t

ender

er(s

) if a

ny

dis

crep

anci

es,

om

issi

ons

and e

rrors

are

found in

the

tender

s, a

nd m

ake

any

am

endm

ents

whic

h

tender

ers

auth

orise

8.4

ev

aluat

e how

to c

hoose

the

tender

whic

h b

est

mee

ts t

he

criter

ia

8.5

pro

pose

how

to n

egotiat

e an

d a

gre

e an

y va

riat

ions,

ad

just

men

ts a

nd c

orr

ections

with t

he

most

ap

pro

priat

e te

nder

er(s

) an

d c

onfirm

them

in

writing,

subje

ct t

o c

ontr

act

8.6

ev

aluat

e how

to a

ppoin

t th

e su

cces

sful te

nder

er

form

ally

and n

otify

ten

der

ers

who h

ave

bee

n

unsu

cces

sful, a

bout

the

resu

lt

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



81

Unit 7: Evaluate enquiries and submit tenders in construction

Unit reference number: R/600/7466

QCF level: 6

Credit value: 12


Unit summary

This unit is about evaluating the organisation’s resources to meet tender requirements and the submission of tenders.

You will need to evaluate the tender documents against agreed criteria and assess the organisation’s resources to meet the tender requirements. You will then need to identify and resolve points of concern and contractual and legal issues with the tender, investigate the tender documents within budgets and tender time limits, drawing objective conclusions whether to make a bid.

You will need to identify and evaluate risks and opportunities involved in the submission of a successful tender. You will then need to modify costs to take into account any external factors and also recommend a profit margin and payment schedule. You will also need to check that the tender is complete and accurate, then to present and support the tender to maximise its acceptability. You will need to collate and submit tender information in accordance with procurement requirements.




Learning outcomes 1 and 2: 1 Tender — type:

contractor

sub/works/trade contractor

supply

consultancy.


2 Tender requirements:

construction

installation and maintenance work

supply of goods and materials

consultancy services.

3 Legal issues:

plan

health and safety

environmental

ownership

common law rights

European Union requirements

form of contracts.

4 Points of concern:

discrepancies within enquiry information

tender procedure requirements

quantitative requirements

qualitative requirements

contractual requirements.

5 Tender documents — type:

invitation to tender

form of tender

returns procedure

survey reports

specifications

drawings

bills of quantities


scope of services

terms and conditions

schedule of rates.


83

6 Agreed criteria:

financial

viability of tendering information

current workload

type of work


timescale

social policies

environmental impact

location

practical completion.

Learning outcomes 3 and 4: 1 Risks and opportunities:

environmental

financial and market

political

technical

health and safety

reputation


time and resources.

2 Tender

contracting

sub/works/trade contracting

supply

consultancy.

3 Alternatives and/or qualifications:

specifications and materials

methods of construction

services

time-scales

supply options

price offer options.


4 Tender requirements:

construction

installation and maintenance work

supply of goods and materials

consultancy services.

5 External Factors:

variations over time

geographic location

statutory and contractual requirements

special working conditions and methods

special resourcing conditions.

6 Presenting:

orally

in writing

graphically

use computer models.






1 Evaluations of tender documents which include points of concern, assessment of capability to meet the requirements, contractual and legal issues, conclusions (ALL) [ALL]




85



1 Tender submission(s) (ALL) [ALL]


Process evidence:

1 Presentation(s) and support of tender(s) which include evaluations of risks and opportunities, specified alternatives, profit margin, payment schedule (3.1, 3.2, 3.4, 3.6) [3.2, 3.3, 3.6]



ConstructionSkills’ ‘Consolidated Assessment Strategy for Construction and the Built Environment Craft, Supervisory, Technical, Managerial and Professional units and qualifications with NVQ in the Qualification and Credit Framework (QCF) title and SVQs’.



N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

86

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to e

valu

ate

tender

en

quiry

docu

men

tation

1.1

ev

aluat

e th

e te

nder

docu

men

ts a

gai

nst

the

agre

ed

criter

ia a

nd a

sses

s w

het

her

the

org

anis

atio

n is

capab

le o

f m

eeting t

he

tender

req

uirem

ents

and

has

enough r

esourc

es t

o d

o s

o

1.2

id

entify

and r

esolv

e any

poin

ts o

f co

nce

rn in t

he

tender

1.3

id

entify

and a

sses

s any

contr

act

ual

and leg

al iss

ues

w

hic

h m

ight

affe

ct t

he

pro

ject

1.4

in

vest

igate

the

tender

docu

men

ts w

ithin

budget

s an

d t

ender

tim

e lim

its

1.5

dra

w a

ccura

te c

oncl

usi

ons

about

tender

re

quirem

ents

within

the

limits

of th

e te

nder

in

form

atio

n w

hic

h is

avai

lable

, an

d w

hic

h p

rovi

de

an o

bje

ctiv

e bas

is for

mak

ing a

dec

isio

n o

n w

het

her

to

make

a b

id

2

Under

stan

d h

ow

to

eval

uat

e te

nder

enquiry

docu

men

tation

2.1

ev

aluat

e how

the

tender

docu

men

ts a

gai

nst

the

agre

ed c

rite

ria

and a

sses

s w

het

her

the

org

anis

atio

n

is c

apab

le o

f m

eeting t

he

tender

req

uirem

ents

and

has

enough r

esourc

es t

o d

o s

o

2.2

des

crib

e how

to iden

tify

and r

esolv

e an

y poin

ts o

f co

nce

rn in t

he

tender

2.3

des

crib

e how

to iden

tify

and a

sses

s an

y co

ntr

actu

al

and leg

al iss

ues

whic

h m

ight

affec

t th

e pro

ject

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

87

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ex

amin

e how

to inve

stig

ate

the

tender

docu

men

ts

within

budget

s an

d t

ender

tim

e lim

its

2.5

ev

aluat

e how

to d

raw

acc

ura

te c

oncl

usi

ons

about

tender

req

uirem

ents

within

the

limits

of th

e te

nder

in

form

atio

n w

hic

h is

avai

lable

, an

d w

hic

h p

rovi

de

an o

bje

ctiv

e bas

is for

mak

ing a

dec

isio

n o

n w

het

her

to

make

a b

id

3

Be

able

to f

inal

ise

and

subm

it a

ten

der

3.1

id

entify

and e

valu

ate,

rea

listica

lly,

the

risk

s an

d

opport

unitie

s in

volv

ed in a

succ

essf

ul te

nder

3.2

id

entify

and s

pec

ify

any

alte

rnat

ives

and/o

r qual

ific

ations

to t

he

origin

al t

ender

req

uir

emen

ts t

o

optim

ise

the

tender

3.3

m

odify

the

cost

s to

tak

e in

to a

ccount

any

exte

rnal

fact

ors

whic

h m

ay

aff

ect

the

cost

pro

ject

ions

3.4

re

com

men

d a

pro

fit

mar

gin

and p

aym

ent

sched

ule

w

hic

h m

eets

the

obje

ctiv

es a

nd s

trat

egy

of th

e org

anis

atio

n

3.5

ch

eck

that

the

tender

is

com

ple

te a

nd a

ccura

te a

nd

confo

rms

to h

ouse

sty

le a

nd m

ake

any

nec

essa

ry

modific

ations

3.6

pre

sent

and s

upport

the

tender

in a

man

ner

whic

h

max

imis

es its

acc

epta

bili

ty

3.7

co

llate

, ar

range

and s

ubm

it t

ender

info

rmation in

acco

rdan

ce w

ith p

rocu

rem

ent

requirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

88

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to f

inal

ise

and s

ubm

it a

ten

der

4.1

des

crib

e how

to iden

tify

and e

valu

ate,

rea

listica

lly,

the

risk

s and o

pport

unitie

s in

volv

ed in a

succ

essf

ul

tender

4.2

des

crib

e how

to iden

tify

and s

pec

ify

any

alte

rnat

ives

and/o

r qual

ific

atio

ns

to t

he

ori

gin

al

tender

req

uirem

ents

to o

ptim

ise

the

tender

4.3

ex

pla

in h

ow

to m

odify

the

cost

s to

tak

e in

to

acco

unt

any

exte

rnal fa

ctors

whic

h m

ay

aff

ect

the

cost

pro

ject

ions

4.4

pro

pose

how

to r

ecom

men

d a

pro

fit

mar

gin

and p

aym

ent

sched

ule

whic

h m

eets

th

e obje

ctiv

es a

nd s

trat

egy

of th

e org

anis

atio

n

4.5

ex

pla

in h

ow

to c

hec

k th

at t

he

tender

is

com

ple

te

and a

ccura

te a

nd c

onfo

rms

to h

ouse

sty

le a

nd

mak

e an

y nec

essa

ry m

odific

ations

4.6

ex

pla

in h

ow

to p

rese

nt

and s

upport

the

tender

in a

m

anner

whic

h m

axim

ises

its

acc

epta

bili

ty

4.7

ex

pla

in h

ow

to c

olla

te,

arra

nge

and s

ubm

it t

ender

in

form

atio

n in a

ccord

ance

with p

rocu

rem

ent

requirem

ents

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


89

Unit 8: Plan measured surveys in construction

Unit reference number: A/600/7431

QCF level: 6

Credit value: 14


Unit summary

This unit is about identifying what outputs are required from the survey and choosing appropriate survey methods and selecting people to carry out the work.

You will need to identify the data needed required from the survey.

You will need to analyse and assess existing information and investigate any access problems. You will also need to choose survey methods and commission people and organisations to carry out the survey.

You will need to assess any constraints which may affect the planning of the survey. You will also need to obtain permissions from owners of the sites and legal authorities, estimate the costs of the survey, plan and schedule surveys and identify and implement quality assurance and safety standards.

You will need to identify the factors for investigation, selecting any critical aspects of the site and surrounding area. You will need to summarise priorities and costs in an investigation brief. You will need to contact people and organisations affected by the investigation.

You will need to choose methods and techniques for the investigation. You will need to identify, collect, and collate the investigation data and analyse and evaluate it. You will need to identify and record the opportunities and constraints and assess previous solutions to similar problems. You will need to present the findings and important factors; and also assemble any supporting data which is not included in the report.





Learning outcomes 1 and 2: 1 Survey — method:

visual

approximate measured

detailed measurement of all specified features

graphic

instrumental.

2 Existing information:

photographs

maps

charts

drawings

archive records

legal documents.

Learning outcomes 3 and 4: 1 Information:

photographs

maps

charts

drawings

archive records

legal documents.

2 Survey:

visual

approximate measured

detailed measurement of all specified features

graphic

instrumental.


91

Learning outcomes 5 and 6: 1 Factors for investigation:

historical

conservation

social

visual and spatial

ecological and environmental

construction.

Learning outcomes 7 and 8: 1 Methods and techniques for the investigation:

documentary and record search

investigative research

field research.

2 Data:

photographs

maps

charts

drawings

archive records

legal documents

surveys.

3 Factors

historical

conservation

social

visual and spatial

ecological and environmental

construction.


4 Opportunities and constraints:

project type, purpose, location

durability

occupancy

significance/status


physical and technical constraints

health and safety

anticipated development timetable

environmental quality and sustainability.

5 Presenting:

orally

in writing

graphically

electronically






1 Record(s) of a preliminary investigation which identifies the data requirements and an assessment of existing information and needs (1.1, 1.2, 1.3) [ALL]

2 Records of survey methods chosen (1.4) [1.2]

3 Records of commissioned surveys (1.5) [1.1, 1.2]



93



1 Plan(s) and schedule(s) for survey(s); assessed constraints; expert advice; permissions; cost estimates; identified quality assurance and safety standards (ALL) [ALL]

2 Method statement(s), programme(s) and budget(s) for survey(s) (3.5) [3.2]




1 Investigation brief(s) including significant factors; critical aspects of site and surroundings; priorities; time and costs (5.1, 5.2, 5.3) [5.1]

2 Record(s) of permissions and insurance (5.4, 5.5)

3 Record(s) of commissioning investigations (5.7) [5.1]

4 Specification(s) for contractor(s) (5.7)

Process evidence:

1 Discussion(s) and meeting(s) (5.1) [5.1]



1 Evaluation(s) of investigation data (7.1, 7.2, 7.3) [7.1, 7.2, 7.3]

2 Summary(ies) of problems provided to experts (7.4) [7.3, 7.4]

3 Findings from investigations which include: opportunities and constraints for project development options; previous solutions; factors; supporting data (7.5, 7.6, 7.7, 7.8, 7.9) [7.2, 7.3, 7.4, 7.5]


Process evidence:

1 Presentation(s) of the evaluation report (7.7) [7.3, 7.5]






N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

95

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to iden

tify

surv

ey

requirem

ents

1.1

id

entify

what

dat

a is

nee

ded

, how

det

aile

d t

he

dat

a

nee

ds

to b

e an

d w

hat

dat

a o

utp

uts

are

req

uired

fr

om

the

surv

ey

1.2

an

alys

e an

d a

sses

s how

acc

ura

te,

up t

o d

ate

and

com

ple

te t

he

exis

ting info

rmat

ion is,

and d

ecid

e w

hat

additio

nal

info

rmat

ion is

nee

ded

1.3

m

ake

a pre

limin

ary

inve

stig

atio

n t

o iden

tify

any

acce

ss p

roble

ms

and e

quip

men

t w

hic

h w

ill b

e nee

ded

, and a

sses

s th

e im

plic

ations

for

the

surv

ey

1.4

ch

oose

surv

ey m

ethods

whic

h a

re s

uitab

le for

the

type

of su

rvey

and t

he

site

1.5

co

mm

issi

on s

urv

eys

by

sele

ctin

g p

eople

and

org

anis

atio

ns

who a

re c

om

pet

ent

to d

o t

he

work

2

Under

stan

d h

ow

to

iden

tify

surv

ey

requirem

ents

2.1

des

crib

e how

to iden

tify

what

dat

a is

nee

ded

, how

det

aile

d t

he

dat

a n

eeds

to b

e and w

hat

dat

a outp

uts

are

req

uired

fro

m t

he

surv

ey

2.2

ex

amin

e how

to a

nal

yse

and a

sses

s how

acc

ura

te,

up t

o d

ate

and c

om

ple

te t

he

exis

ting info

rmat

ion is,

an

d d

ecid

e w

hat

additio

nal

info

rmat

ion is

nee

ded

2.3

ex

amin

e how

to m

ake

a p

relim

inar

y in

vest

igat

ion t

o

iden

tify

any

acc

ess

pro

ble

ms

and e

quip

men

t w

hic

h

will

be

nee

ded

, an

d a

sses

s th

e im

plic

atio

ns

for

the

surv

ey

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

96

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ev

aluat

e how

to c

hoose

surv

ey m

ethods

whic

h a

re

suitab

le f

or

the

type

of

surv

ey a

nd t

he

site

2.5

ev

aluat

e how

to c

om

mis

sion s

urv

eys

by

sele

ctin

g

peo

ple

and o

rgan

isat

ions

who a

re c

om

pet

ent

to d

o

the

work

3

Be

able

to s

elec

t su

rvey

pro

cess

es a

nd o

per

atio

ns

3.1

as

sess

any

const

rain

ts w

hic

h m

ight

affe

ct t

he

pla

n

of th

e su

rvey

and lim

it t

he

pro

cess

es w

hic

h a

re

sele

cted

3.2

co

nsu

lt w

ith e

xper

ts f

or

advi

ce w

her

e ad

ditio

nal

, sp

ecia

list

info

rmation is

nee

ded

3.3

as

k fo

r an

d o

bta

in p

erm

issi

on t

o c

arr

y out

the

surv

ey f

rom

ow

ner

s of

site

s w

ho w

ill b

e aff

ecte

d

and fro

m a

ny

legal

auth

orities

whic

h h

ave

to b

e notified

3.4

es

tim

ate,

acc

ura

tely

, an

d just

ify

the

cost

of th

e su

rvey

3.5

dev

elop a

cle

ar a

nd c

onci

se m

ethod s

tate

men

t, a

pro

gra

mm

e an

d a

budget

for

the

surv

ey,

and a

gre

e th

em w

ith t

he

stak

ehold

ers

3.6

pla

n t

he

surv

eys

whic

h w

ill b

e nee

ded

and s

ched

ule

th

em t

o m

eet

the

requirem

ents

of th

e pro

ject

3.7

id

entify

and im

ple

men

t qual

ity

assu

rance

and

safe

ty s

tandar

ds

whic

h a

re s

uitable

for

the

surv

ey

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

97

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to s

elec

t su

rvey

pro

cess

es a

nd

oper

atio

ns

4.1

ex

amin

e how

to a

sses

s an

y co

nst

rain

ts w

hic

h m

ight

affe

ct t

he

pla

n o

f th

e su

rvey

and lim

it t

he

pro

cess

es

whic

h a

re s

elec

ted

4.2

ex

pla

in h

ow

to c

onsu

lt w

ith e

xper

ts for

advi

ce

wher

e ad

ditio

nal

, sp

ecia

list

info

rmat

ion is

nee

ded

4.3

ex

pla

in h

ow

to a

sk for

and o

bta

in p

erm

issi

on t

o

carr

y out

the

surv

ey f

rom

ow

ner

s of

site

s w

ho w

ill

be

affe

cted

and f

rom

any

legal au

thorities

whic

h

hav

e to

be

notified

4.4

ex

amin

e how

to e

stim

ate,

acc

ura

tely

, an

d just

ify

the

cost

of

the

surv

ey

4.5

pro

pose

how

to d

evel

op a

cle

ar a

nd c

onci

se m

ethod

stat

emen

t, a

pro

gra

mm

e an

d a

budget

for

the

surv

ey,

and a

gre

e th

em w

ith t

he

stak

ehold

ers

4.6

pro

pose

how

to p

lan t

he

surv

eys

whic

h w

ill b

e nee

ded

and s

ched

ule

them

to m

eet

the

requirem

ents

of

the

pro

ject

4.7

des

crib

e how

to iden

tify

and im

ple

men

t qual

ity

assu

rance

and s

afe

ty s

tandar

ds

whic

h a

re s

uitab

le

for

the

surv

ey

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

98

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to iden

tify

in

vest

igation r

equirem

ents

5.1

id

entify

the

fact

ors

for

inve

stig

atio

n t

hat

may

be

signific

ant

for

the

pla

nned

dev

elopm

ent

by;

ex

amin

ing d

ocu

men

ts,

sett

ing u

p a

nd f

aci

litat

ing

dis

cuss

ions

and m

eetings

5.2

se

lect

the

critic

al asp

ects

of both

the

site

and t

he

surr

oundin

g a

reas

whic

h r

equire

inve

stig

atio

n a

nd

prioritise

them

5.3

ag

ree

the

priori

ties

for

inve

stig

atio

n,

and a

ccura

te

estim

ate

of th

e tim

e an

d c

ost

s in

volv

ed,

and

sum

mar

ise

both

the

priorities

and e

stim

ate

s in

an

inve

stig

ation b

rief

5.4

obta

in a

ny

per

mis

sion(s

) th

at w

ill b

e nee

ded

to

carr

y out

the

inve

stig

atio

n a

nd c

onfirm

that

they

ar

e va

lid b

efore

the

inve

stig

atio

n s

tart

s

5.5

ch

eck

and c

onfirm

that

insu

rance

has

bee

n t

aken

out

to p

rovi

de

full

cove

r agai

nst

acc

iden

ts a

nd

neg

ligen

ce

5.6

co

nta

ct p

eople

and o

rgan

isations

who w

ill b

e affec

ted b

y th

e in

vest

igation,

pro

vide

them

with

clea

r an

d a

ccura

te info

rmat

ion a

nd a

sk f

or

thei

r co

oper

atio

n

5.7

co

mm

issi

on inve

stig

ations

by

sele

ctin

g p

eople

and

org

anis

atio

ns

who a

re c

om

pet

ent

to d

o t

he

work

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

99

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to

iden

tify

inve

stig

atio

n

requirem

ents

6.1

des

crib

e how

to iden

tify

the

fact

ors

for

inve

stig

atio

n

that

may

be

signific

ant

for

the

pla

nned

dev

elopm

ent

by;

exa

min

ing d

ocu

men

ts,

sett

ing u

p

and faci

litating d

iscu

ssio

ns

and m

eetings

6.2

ev

aluat

e how

to s

elec

t th

e cr

itic

al a

spec

ts o

f both

th

e si

te a

nd t

he

surr

oundin

g a

reas

whic

h r

equire

inve

stig

ation a

nd p

rioritise

them

6.3

ev

aluat

e how

to a

gre

e th

e priorities

for

inve

stig

ation,

an a

ccura

te e

stim

ate

of

the

tim

e an

d

cost

s in

volv

ed,

and s

um

mar

ise

both

the

priorities

an

d e

stim

ate

s in

an inve

stig

atio

n b

rief

6.4

ex

pla

in h

ow

to o

bta

in a

ny

per

mis

sion(s

) th

at w

ill b

e nee

ded

to c

arry

out

the

inve

stig

atio

n a

nd c

onfirm

th

at t

hey

are

valid

bef

ore

the

inve

stig

atio

n s

tart

s

6.5

ex

pla

in h

ow

to c

hec

k an

d c

onfirm

that

insu

rance

has

bee

n t

aken

out

to p

rovi

de

full

cove

r agai

nst

ac

ciden

ts a

nd n

eglig

ence

6.6

ex

pla

in h

ow

to c

onta

ct p

eople

and o

rgan

isat

ions

who w

ill b

e af

fect

ed b

y th

e in

vest

igat

ion,

pro

vide

them

with c

lear

and a

ccura

te info

rmat

ion a

nd a

sk

for

thei

r co

oper

atio

n

6.7

ev

aluat

e how

to c

om

mis

sion inve

stig

atio

ns

by

sele

ctin

g p

eople

and o

rgan

isat

ions

who a

re

com

pet

ent

to d

o t

he

work

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

100

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Be

able

to inve

stig

ate

and

eval

uat

e pro

ject

fac

tors

7.1

ch

oose

met

hods

and t

echniq

ues

for

the

inve

stig

ation w

hic

h a

re v

alid

, re

liable

, co

nsi

sten

t w

ith leg

al r

equirem

ents

and w

hic

h r

ecognis

e co

nce

rns

rais

ed b

y th

e public

7.2

id

entify

inve

stig

atio

n s

ourc

es a

nd c

olle

ct a

nd c

olla

te

rele

vant

dat

a

7.3

an

alys

e an

d e

valu

ate

the

inve

stig

atio

n d

ata

whic

h

has

bee

n c

olle

cted

about

all of

the

signific

ant

fact

ors

aff

ecting t

he

pro

ject

dev

elopm

ent

7.4

co

nsu

lt w

ith e

xper

ts o

n s

pec

ific

pro

ble

ms

whic

h a

re

rele

vant

to t

he

inve

stig

atio

n b

y pro

vide

them

with

an a

ccura

te s

um

mar

y of th

e pro

ble

ms

7.5

id

entify

and a

ccura

tely

rec

ord

the

opport

unitie

s an

d

const

rain

ts for

pro

ject

dev

elopm

ent

options

7.6

id

entify

and a

sses

s pre

vious

solu

tions

whic

h a

re

sim

ilar

to t

he

curr

ent

circ

um

stan

ces

to s

ee w

het

her

th

ey a

re r

elev

ant

and u

sefu

l

7.7

pre

sent

acc

ura

te fin

din

gs

whic

h c

lear

ly d

escr

ibe

all

the

import

ant

fact

ors

7.8

st

ate

clea

rly

the

auth

ority

for

ass

um

ptions

and

pro

ject

ions

use

d in t

he

report

7.9

as

sem

ble

any

support

ing d

ata w

hic

h is

rele

vant

to

the

study,

but

whic

h is

not

incl

uded

in t

he

report

, st

ore

it

safe

ly a

nd index

it

clea

rly

for

futu

re

refe

rence

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

101

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8

Under

stan

d h

ow

to

inve

stig

ate

and e

valu

ate

pro

ject

fac

tors

8.1

ev

aluat

e how

to c

hoose

met

hods

and t

echniq

ues

for

the

inve

stig

atio

n w

hic

h a

re v

alid

, re

liable

, co

nsi

sten

t w

ith leg

al r

equirem

ents

and w

hic

h

reco

gnis

e co

nce

rns

rais

ed b

y th

e public

8.2

des

crib

e how

to iden

tify

inve

stig

atio

n s

ourc

es a

nd

colle

ct a

nd c

olla

te r

elev

ant

dat

a

8.3

ex

amin

e how

to a

nal

yse

and e

valu

ate

the

inve

stig

ation d

ata w

hic

h h

as

bee

n c

olle

cted

about

all of

the

signific

ant

fact

ors

aff

ecting t

he

pro

ject

dev

elopm

ent

8.4

ex

pla

in h

ow

to c

onsu

lt w

ith e

xper

ts o

n s

pec

ific

pro

ble

ms

whic

h a

re r

elev

ant

to t

he

inve

stig

atio

n b

y pro

vidin

g t

hem

with a

n a

ccura

te s

um

mar

y of th

e pro

ble

ms

8.5

des

crib

e how

to iden

tify

and a

ccura

tely

rec

ord

the

opport

unitie

s an

d c

onst

rain

ts for

pro

ject

dev

elopm

ent

options

8.6

des

crib

e how

to iden

tify

and a

sses

s pre

vious

solu

tions

whic

h a

re s

imila

r to

the

curr

ent

circ

um

stan

ces

to s

ee w

het

her

they

are

rel

evan

t an

d

use

ful

8.7

ex

pla

in h

ow

to p

rese

nt

accu

rate

fin

din

gs

whic

h

clea

rly

des

crib

e al

l th

e im

port

ant

fact

ors

8.8

ex

pla

in h

ow

to s

tate

cle

arly

the

auth

ori

ty f

or

assu

mptions

and p

roje

ctio

ns

use

d in t

he

report

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

102

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8.9

ex

pla

in h

ow

to a

ssem

ble

any

support

dat

a w

hic

h is

rele

vant

to t

he

study,

but

whic

h is

not

incl

uded

in

the

report

, st

ore

it

safe

ly a

nd index

it

clea

rly

for

futu

re r

efer

ence

.

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


103

Unit 9: Ascertain the condition of property in construction

Unit reference number: A/600/7445

QCF level: 6

Credit value: 12


Unit summary

This unit is about assessing the condition of property and recommending a condition survey process.

You will need to select and evaluate relevant information methods and techniques for the condition survey process. You will also need to recommend a condition survey process and present it to the client. You will then need to assess the opinions of other people included in the recommendation and agree and confirm the instructions for the condition survey before the work starts.

You will need to evaluate data to identify the purpose of the inspection. You will need to check and confirm that people affected by condition inspection have given their permission. You will need to examine actual and potential causes of failure and identify parts of the property which do not conform to statutory requirements.

You will need to assemble and collate information on the condition survey. You will also need to select evaluation methods and techniques appropriate to the type of property. You will then need to select evidence for the assessment of condition, analyse evidence and information with causes of failure and deterioration identified.





Learning outcomes 1 and 2: 1 Information and documents — sources:

land registry

local search

statutory notice

acts of parliament

local authority.

2 Condition survey:

letting

compensation

insurance

dilapidation

tenant right

condition

estimate.

3 Relevant information:

legal

physical

previous surveys

technical

historical.

4 Significant factors:

degree of urgency

gaps in information

susceptibility to damage

safety requirements.


105

Learning outcomes 3 and 4: 1 Data — sources:

the client

land registry

local search

tenants

occupiers

local authorities.

2 Condition inspection:

letting

compensation

insurance

dilapidation

tenant right

condition

estimate.

3 Record:

in writing

graphically

electronically.

4 Conventions:

relevant professional bodies' guidance

in house

health and safety legislation

industry standards and legislation.


Learning outcomes 5 and 6: 1 Information — sources:

the client

land registry

local search

tenants

occupiers

survey data

local authorities

industry standards and legislation

published technical data.

2 Condition survey:

letting

compensation

insurance

dilapidation

tenant right

condition

estimate.

3 Evaluation methods and techniques:

comparison

quantitative

qualitative

risk assessment.

4 Report:

in writing

graphically

electronically.

5 Necessary remedial work due to:

susceptibility to damage

safety requirements

need to inhibit deterioration

minimum legal standards

in-house standards.


107

6 Relevant factors:

costs

specialist reports.






1 Evaluation(s) of information, advice and significant factors which include objectives and purpose, selected methods and techniques (1.1, 1.2, 1.3, 1.4, 1.5) [ALL]

2 Recommendation(s) for condition survey processes which, include assessments of the status and validity of others' opinions and judgements (1.6, 1.7) [1.2]

3 Instruction(s) and agreement(s) for condition survey(s) (1.8) [1.2]

Process evidence:

1 Presentation(s) and agreement(s) for condition survey(s) (1.8) [1.2]



1 Evaluation(s) of available and additional data (3.1, 3.4) [3.1]

2 Record(s) of inspection(s) which include equipment, resources and advice obtained, permissions, observations and measurements, agreed formats and conventions (3.1, 3.2, 3.3) [3.2, 3.3, 3.4]

3 Record(s) of further investigation(s) to identify the cause of inconsistencies and actual and potential causes of failure and deterioration (3.5, 3.6) [3.1, 3.2]

4 Record(s) of parts of the property that do not conform to statutory requirements (3.7) [3.3, 3.4]





1 Condition survey which includes evaluations of collated information use appropriate methods and techniques, analysed evidence, identified causes of failure and deterioration, specified level of condition, recommended remedial work, qualifications and explanations (ALL) [ALL]

2 Record(s) of responses to client's questions (5.8) [5.2]

3 Internal record(s) (5.9) [5.1]

Process evidence:

1 Response(s) and clarification given to clients (5.8) [5.2]






N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

109

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to r

ecom

men

d

and a

gre

e a

conditio

n

surv

ey p

roce

ss

1.1

co

llate

ava

ilable

info

rmat

ion a

nd d

ocu

men

ts a

nd

iden

tify

the

obje

ctiv

es a

nd p

urp

ose

of th

e co

nditio

n

surv

ey

1.2

se

lect

val

id,

accu

rate

and r

elev

ant

info

rmat

ion for

the

conditio

n s

urv

ey p

roce

ss

1.3

id

entify

the

leve

ls a

nd t

ypes

of

pro

fess

ional

support

w

hic

h w

ill b

e nee

ded

and b

rief

advi

sers

with c

lear

an

d a

ccura

te s

um

mar

ies

of th

e in

form

ation

avai

lable

1.4

se

lect

met

hods

and t

echniq

ues

for

the

conditio

n

surv

ey p

roce

ss w

hic

h m

eet

the

requirem

ents

of

rele

vant

pro

fess

ional

codes

of

pra

ctic

e

1.5

ev

aluat

e re

leva

nt

info

rmat

ion a

nd a

dvi

ce a

nd

iden

tify

sig

nific

ant

fact

ors

whic

h m

ay influen

ce t

he

conditio

n s

urv

ey

1.6

re

com

men

d a

conditio

n s

urv

ey p

roce

ss w

hic

h is

just

ifie

d b

y th

e ev

aluat

ion,

pre

sent

it c

lear

ly a

nd

expla

in it

to t

he

clie

nt

in a

man

ner

whic

h p

rom

ote

s goodw

ill a

nd t

rust

1.7

as

sess

the

valid

ity

of

the

opin

ions

of oth

er p

eople

w

hic

h a

re incl

uded

in t

he

reco

mm

endat

ion

1.8

ag

ree

and c

onfirm

the

inst

ruct

ions

and a

gre

emen

ts

for

the

conditio

n s

urv

ey b

efore

work

sta

rts

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

110

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to

reco

mm

end a

nd a

gre

e a

conditio

n s

urv

ey p

roce

ss

2.1

ex

pla

in h

ow

to c

olla

te a

vaila

ble

info

rmat

ion a

nd

docu

men

ts a

nd iden

tify

the

obje

ctiv

es a

nd p

urp

ose

of th

e co

nditio

n s

urv

ey

2.2

ev

aluat

e how

to s

elec

t va

lid,

accu

rate

and r

elev

ant

info

rmat

ion for

the

conditio

n s

urv

ey p

roce

ss

2.3

des

crib

e how

to iden

tify

the

leve

ls a

nd t

ypes

of

pro

fess

ional

support

whic

h w

ill b

e nee

ded

and b

rief

ad

vise

rs w

ith c

lear

and a

ccura

te s

um

mar

ies

of

the

info

rmat

ion a

vaila

ble

2.4

ev

aluat

e how

to s

elec

t m

ethods

and t

echniq

ues

for

the

conditio

n s

urv

ey p

roce

ss w

hic

h m

eet

the

requirem

ents

of

rele

vant

pro

fess

ional co

des

of

pra

ctic

e

2.5

ev

aluat

e re

leva

nt

info

rmat

ion a

nd a

dvi

ce a

nd

iden

tify

sig

nific

ant

fact

ors

whic

h m

ay influen

ce t

he

conditio

n s

urv

ey

2.6

pro

pose

how

to r

ecom

men

d a

conditio

n s

urv

ey

pro

cess

whic

h is

just

ifie

d b

y th

e ev

alu

atio

n,

pre

sent

it c

lear

ly a

nd e

xpla

in it

to t

he

clie

nt

in a

man

ner

w

hic

h p

rom

ote

s goodw

ill a

nd t

rust

2.7

ex

amin

e how

to a

sses

s th

e va

lidity

of

the

opin

ions

of oth

er p

eople

whic

h a

re incl

uded

in t

he

reco

mm

endat

ion

2.8

ev

aluat

e how

to a

gre

e an

d c

onfirm

the

inst

ruct

ions

and a

gre

emen

ts for

the

conditio

n s

urv

ey b

efore

w

ork

sta

rts

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

111

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to inve

stig

ate

pro

per

ty for

conditio

n

3.1

ev

aluat

e ava

ilable

data

, id

entify

the

purp

ose

of

the

insp

ection a

nd o

bta

inin

g t

he

equip

men

t and

reso

urc

es a

nd s

pec

ialis

t ad

vice

that

will

be

nee

ded

3.2

ch

eck

and c

onfirm

, bef

ore

sta

rtin

g t

he

conditio

n

insp

ection,

that

peo

ple

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r per

mis

sion

3.3

ta

ke a

ccura

te o

bse

rvat

ions

and m

easu

rem

ents

w

hic

h a

re n

eces

sary

for

the

conditio

n insp

ection

and r

ecord

them

cle

arly,

acc

ura

tely

and c

om

ple

tely

use

agre

ed form

ats

and c

onve

ntions

3.4

id

entify

gaps

in info

rmat

ion a

nd o

bta

in a

dditio

nal

dat

a nee

ded

about

the

pro

per

ty a

nd its

use

3.5

m

ake

furt

her

inve

stig

atio

ns

when

obse

rvat

ions

are

inco

nsi

sten

t w

ith e

xist

ing d

ata a

nd e

xpec

ted

findin

gs,

and a

ccura

tely

iden

tify

the

cause

of

inco

nsi

sten

cies

3.6

ex

amin

e act

ual

and p

ote

ntial

cau

ses

of fa

ilure

and

det

erio

ration

3.7

id

entify

and r

ecord

par

ts o

f th

e pro

per

ty w

hic

h d

o

not

confo

rm t

o s

tatu

tory

req

uirem

ents

and c

ircu

late

th

e findin

gs

to p

eople

who h

ave

an inte

rest

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

112

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

inve

stig

ate

pro

per

ty for

conditio

n

4.1

ev

aluat

e ava

ilable

data

, id

entify

the

purp

ose

of

the

insp

ection a

nd o

bta

in t

he

equip

men

t an

d r

esourc

es

and s

pec

ialis

t ad

vice

that

will

be

nee

ded

4.2

ex

pla

in h

ow

to c

hec

k an

d c

onfirm

, bef

ore

sta

rtin

g

the

conditio

n insp

ection,

that

peo

ple

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r per

mis

sion

4.3

ex

pla

in h

ow

to t

ake

accu

rate

obse

rvat

ions

and

mea

sure

men

ts w

hic

h a

re n

eces

sary

for

the

conditio

n insp

ection a

nd r

ecord

them

cle

arly,

ac

cura

tely

and c

om

ple

tely

use

agre

ed form

ats

and

conve

ntions

4.4

des

crib

e how

to iden

tify

gap

s in

info

rmat

ion a

nd

obta

in a

dditio

nal data

nee

ded

about

the

pro

per

ty

and its

use

4.5

ex

amin

e how

to m

ake

furt

her

inve

stig

atio

ns

when

obse

rvat

ions

are

inco

nsi

sten

t w

ith e

xist

data

and

expec

ted fin

ds,

and a

ccura

tely

iden

tify

the

cause

of

inco

nsi

sten

cies

4.6

ex

amin

e act

ual

and p

ote

ntial

cau

ses

of fa

ilure

and

det

erio

ration

4.7

des

crib

e how

to iden

tify

and r

ecord

par

ts o

f th

e pro

per

ty w

hic

h d

o n

ot

confo

rm t

o s

tatu

tory

re

quirem

ents

and c

ircu

late

the

findin

gs

to p

eople

w

ho h

ave

an inte

rest

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

113

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to p

repar

e an

d

pre

sent

conditio

n s

urv

ey

report

s an

d r

ecord

s

5.1

as

sem

ble

and c

olla

te info

rmat

ion o

n t

he

conditio

n

surv

ey

5.2

se

lect

eva

luat

ion m

ethods

and t

echniq

ues

whic

h

are

appro

priat

e to

the

type

of

pro

per

ty a

nd w

hic

h

mee

t th

e re

quirem

ents

of

pro

fess

ional

sta

ndar

ds

and c

odes

of pra

ctic

e

5.3

se

lect

evi

den

ce f

or

the

asse

ssm

ent

of

conditio

n

whic

h is

accu

rate

, co

mple

te a

nd r

elev

ant

to t

he

requirem

ents

of

the

conditio

n s

urv

ey p

roce

ss

5.4

an

alys

e all

rele

vant

evid

ence

and info

rmation u

se

appro

priat

e m

ethods

and t

echniq

ues

and m

ake

a re

alis

tic

ass

essm

ent

of

conditio

n

5.5

id

entify

cause

s of

failu

re a

nd d

eter

iora

tion

5.6

pre

par

e a

conditio

n s

urv

ey r

eport

whic

h is

accu

rate

, co

mple

te,

mee

ts r

elev

ant

codes

of pra

ctic

e an

d

stan

dar

ds,

cle

arly

spec

ifie

s th

e le

vel of

conditio

n,

reco

mm

ends

any

nec

essa

ry r

emed

ial w

ork

, an

d is

qual

ifie

d b

y an

y re

leva

nt

fact

ors

5.7

ex

pla

in c

lear

ly w

her

e an

d w

hy

acc

ura

te insp

ection

and m

easu

rem

ent

has

not

bee

n p

oss

ible

5.8

an

swer

the

clie

nt's

ques

tions

about

the

conditio

n

surv

ey a

nd g

ive

appro

priat

e cl

arifica

tion

5.9

m

ainta

in r

ecord

s w

hic

h a

re c

lear,

acc

ura

te a

nd

com

ple

te a

nd c

onfo

rm t

o a

ccep

ted p

rofe

ssio

nal an

d

stat

uto

ry r

equirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

114

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to

pre

par

e an

d p

rese

nt

conditio

n s

urv

ey r

eport

s an

d r

ecord

s

6.1

ex

pla

in h

ow

to a

ssem

ble

and c

olla

te info

rmat

ion o

n

the

conditio

n s

urv

ey

6.2

ev

aluat

e how

to s

elec

t ev

aluation m

ethods

and

tech

niq

ues

whic

h a

re a

ppro

priat

e to

the

type

of

pro

per

ty a

nd w

hic

h m

eet

the

requirem

ents

of

pro

fess

ional

sta

ndar

ds

and c

odes

of

pra

ctic

e

6.3

ev

aluat

e how

to s

elec

t ev

iden

ce for

the

ass

essm

ent

of

conditio

n w

hic

h is

accu

rate

, co

mple

te a

nd

rele

vant

to t

he

requirem

ents

of

the

conditio

n

surv

ey p

roce

ss

6.4

ex

amin

e how

to a

nal

yse

all re

leva

nt

evid

ence

and

info

rmat

ion u

se a

ppro

priat

e m

ethods

and

tech

niq

ues

and m

ake

a re

alis

tic

asse

ssm

ent

of

conditio

n

6.5

des

crib

e how

to iden

tify

cau

ses

of

failu

re a

nd

det

erio

ration

6.6

ex

pla

in h

ow

to p

repare

a c

onditio

n s

urv

ey r

eport

w

hic

h is

accu

rate

, co

mple

te,

mee

ts r

elev

ant

codes

of pra

ctic

e an

d s

tandar

ds,

cle

arly

spec

ifie

s th

e le

vel

of

conditio

n,

reco

mm

ends

any

nec

essa

ry r

emed

ial

work

, and is

qualif

ied b

y any

rele

vant

fact

ors

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

115

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6.7

ex

pla

in c

lear

ly w

her

e an

d w

hy

acc

ura

te insp

ection

and m

easu

rem

ent

has

not

bee

n p

oss

ible

6.8

ex

pla

in h

ow

to a

nsw

er t

he

clie

nt's

ques

tions

about

the

conditio

n s

urv

ey a

nd g

ive

appro

priat

e cl

arific

atio

n

6.9

ex

pla

in h

ow

to m

ainta

in r

ecord

s w

hic

h a

re c

lear

, ac

cura

te a

nd c

om

ple

te a

nd c

onfo

rm t

o a

ccep

ted

pro

fess

ional

and s

tatu

tory

req

uirem

ents

Lear

ner

nam

e:__________________________________________

D

ate:

________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:________________________



117

Unit 10: Develop and agree detailed project designs in construction

Unit reference number: R/600/7449

QCF level: 6

Credit value: 20


Unit summary

This unit is about choosing methods for developing detailed designs. It is also about selecting, investigating and analysing the construction and installation criteria and selecting products and design solutions to meet the requirements of the brief.

You will need to select and decide the importance of the construction and installation requirements contained in the brief. You will need to investigate and analyse the construction and installation criteria and select products and processes which meet them. You will then need to assess existing design solutions; choose solutions and evaluate them against the requirements of the project brief.

You will need to identify and analyse factors that will influence the detailed design solutions, agree and apply criteria for selecting design solutions. You will also need to evaluate the effectiveness of design solutions; analyse and test design solutions against relevant factors; record data from calculations, investigations and analyses. You will then need to select preferred designs and present them to stakeholders.

You will need to recommend, present and justify the benefits of the preferred design solution to project stakeholders. You will also need to confirm what the costs and implementation time for the design solution. You will also need to reach agreement with stakeholders on the detailed design solution.





Learning outcomes 1 and 2: 1 Parts of the overall project design:

location

assembly

component.

2 Format for presenting the detailed design information:

in writing

graphically

electronically.

3 Stakeholders:

the client

consultants



regulatory authorities.

4 Evaluation

fitness for purpose

design coherence and consistency

visual and spatial

functional performance

technical performance

requirements of relevant legislation and codes

cost

environmental quality and sustainability

buildability

health and safety

KPIs

lean construction

value engineering.


119

5 Methods:

comparison with regulations

conformance with codes of practice

relevant previous solutions and feedback

calculations

full size working drawings

investigations

testing.

Learning outcomes 3 and 4: 1 Construction and installation requirements contained in the project brief:

client and user context

project type

purpose

location

durability

scale

occupancy


programme budget and anticipated development timetable

surrounding environment

specified materials and component performance standards

specified technical performance standards

available and projected technology

health and safety

buildability.


2 Construction and installation criteria which are significant to the overall design:

construction processes and quality control

materials appearance, availability and sustainability

structural forms

component life

heating and cooling

energy use

surface type and durability

occupancy

health and safety

fire protection

access

equipment performance

resource availability

transportation

risk assessment.

3 Products:

raw materials

manufactured materials

components

systems.

4 Standards:

British Standards and Codes of Practice

BBA certificates

EU Standards

trade advisory guidance publications

BRE publications

CIRIA publications.

Learning outcomes 5 and 6: 1 Identify:




121

2 Factors:

physical conditions

technical (including materials performance and availability, structural forms, component life, heating and cooling, surface type and durability, occupancy, health and safety, fire protection, access, equipment performance, plant availability, human resource availability, transportation)

environmental (sustainability, energy use, resource availability).

3 Data:

identified construction criteria

existing design solutions

potential conceptual solutions.

4 Criteria:

function

physical

fit and tolerances

practicality and buildability

health and safety

maintenance

cost factors

materials availability and capability

environmental quality & sustainability

aesthetics

technical.

5 Investigations:

comparison with regulations

specialist guidance and good practice

relevant previous solutions and feedback

calculations

full size working drawings.


Learning outcomes 7 and 8: 1 Stakeholders:

the client

the client’s financial advisers

consultants



regulatory authorities.

2 Presenting and justifying — by use:

sketches

scale and full size drawings

physical models

computer generated data

diagrams

mock-ups

written reports

cost estimates

programming

cash analysis

approvals from regulatory authorities.






1 Records of identified parts of the overall project which require a detailed design including a chosen format for presenting the detailed design information (1.1, 1.2, 1.3) [1.1, 1.2, 1.3]

2 Record(s) of chosen methods for developing detailed designs and codes of practice (1.4) [1.5]



123



1 Plan(s) for investigations to select construction and installation requirements and criteria and potential opportunities and constraints (3.1, 3.2, 3.3) [3.1, 3.2]

2 Record(s) of investigations and analyses of construction and installation criteria which are significant to the overall design (3.2, 3.3) [3.2]

3 Record(s) of selected products (3.4) [3.2, 3.3, 3.4]

4 Assessment(s) of existing design solutions and evaluations of chosen solutions (3.5, 3.6) [3.1, 3.2]




1 Record(s) of agreed criteria for selecting detailed design solutions which include identified and analysed factors and data (5.1, 5.2, 5.3) [5.1, 5.2, 5.3, 5.4]

2 Record(s) of selected, preferred design solutions and those which might be useful in other projects (5.6, 5.7)

3 Record(s) of data from calculations, investigations and analyses including re-check (5.4, 5.5) [5.2, 5.5]

Process evidence:

1 Presentation(s) of preferred designs (5.6)




1 Information provided to project stakeholders (7.1) [7.1]

2 Records of presentation(s) and justification(s) of recommended design solutions (7.2, 7.3, 7.4) [7.1, 7.2]

3 Agreement(s) to move to the next stage of the project (7.5) [7.1]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

125

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to iden

tify

the

met

hods

for

pre

par

ing

det

aile

d d

esig

ns

1.1

id

entify

whic

h p

arts

of th

e ove

rall

pro

ject

req

uire

a

det

aile

d d

esig

n

1.2

ch

oose

a form

at for

pre

senting t

he

det

aile

d d

esig

n

info

rmat

ion w

hic

h m

eets

the

requirem

ents

of th

e st

akeh

old

ers

1.3

id

entify

and e

valu

ate

inte

rface

s bet

wee

n p

arts

of

the

pro

ject

des

ign

1.4

ch

oose

met

hods

for

dev

elopin

g d

etai

led d

esig

ns

and a

ssoci

ated

info

rmat

ion a

nd c

odes

of

pra

ctic

e

2

Under

stan

d h

ow

to

iden

tify

the

met

hods

for

pre

par

ing d

etai

led d

esig

ns

2.1

des

crib

e how

to iden

tify

whic

h p

arts

of th

e ove

rall

pro

ject

req

uire

a d

etaile

d d

esig

n

2.2

ev

aluat

e how

to c

hoose

a form

at

for

pre

senting t

he

det

aile

d d

esig

n info

rmat

ion w

hic

h m

eets

the

requirem

ents

of

the

stak

ehold

ers

2.3

des

crib

e how

to iden

tify

and e

valu

ate

inte

rfac

es

bet

wee

n p

art

s of

the

pro

ject

des

ign

2.4

ev

aluat

e how

to c

hoose

met

hods

for

dev

elopin

g

det

aile

d d

esig

ns

and a

ssoci

ate

d info

rmat

ion a

nd

codes

of

pra

ctic

e

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

126

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to s

elec

t m

ater

ials

, co

mponen

ts

and s

yste

ms

3.1

se

lect

and d

ecid

e th

e re

lative

im

port

ance

of

const

ruct

ion a

nd inst

alla

tion r

equirem

ents

whic

h

are

conta

ined

in t

he

pro

ject

brief

3.2

in

vest

igate

the

const

ruct

ion a

nd inst

alla

tion c

rite

ria

whic

h a

re s

ignific

ant

to t

he

ove

rall

des

ign a

nd w

hat

pote

ntial

opport

unitie

s an

d c

onst

rain

ts t

her

e m

ight

be

in m

eeting t

hem

3.3

an

alys

e th

e co

nst

ruct

ion a

nd inst

alla

tion c

rite

ria

whic

h a

re s

ignific

ant

to t

he

ove

rall

des

ign,

both

in

div

idual

ly a

nd in c

om

bin

atio

n w

ith o

ther

pro

ject

co

nsi

der

atio

ns

3.4

se

lect

pro

duct

s w

hic

h m

eet

the

iden

tified

co

nst

ruct

ion a

nd inst

alla

tion c

rite

ria a

nd s

tandar

ds,

an

d w

hic

h b

alan

ce c

ost

and q

ualit

y

3.5

as

sess

whet

her

exi

stin

g d

esig

n s

olu

tions

whic

h

conta

in s

imila

r co

nst

ruct

ion a

nd inst

alla

tion c

rite

ria

mig

ht

be

rele

vant

3.6

ch

oose

the

solu

tions

whic

h b

est

mee

t th

e si

gnific

ant

const

ruct

ion a

nd inst

alla

tion

requirem

ents

, ev

alu

ate

them

again

st t

he

requirem

ents

of

the

pro

ject

bri

ef a

nd k

eep r

ecord

s of th

em f

or

the

pro

ject

tea

m

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

127

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to s

elec

t m

ater

ials

, co

mponen

ts

and s

yste

ms

4.1

ev

aluat

e how

to s

elec

t an

d d

ecid

e th

e re

lative

im

port

ance

of co

nst

ruct

ion a

nd inst

alla

tion

requirem

ents

whic

h a

re c

onta

ined

in t

he

pro

ject

brief

4.2

ex

amin

e how

to inve

stig

ate

the

const

ruct

ion a

nd

inst

alla

tion c

rite

ria

whic

h a

re s

ignific

ant

to t

he

ove

rall

des

ign a

nd w

hat

pote

ntial opport

unitie

s an

d

const

rain

ts t

her

e m

ight

be

in m

eeting t

hem

4.3

ex

amin

e how

to a

nal

yse

the

const

ruct

ion a

nd

inst

alla

tion c

rite

ria

whic

h a

re s

ignific

ant

to t

he

ove

rall

des

ign,

both

indiv

idual

ly a

nd in c

om

bin

atio

n

with o

ther

pro

ject

consi

der

atio

ns

4.4

ev

aluat

e how

to s

elec

t pro

duct

s w

hic

h m

eet

the

iden

tified

const

ruct

ion a

nd inst

alla

tion c

rite

ria a

nd

stan

dar

ds,

and w

hic

h b

alan

ce c

ost

and q

ual

ity

4.5

ex

amin

e how

to a

sses

s w

het

her

exi

stin

g d

esig

n

solu

tions

whic

h c

onta

in s

imila

r co

nst

ruct

ion a

nd

inst

alla

tion c

rite

ria

mig

ht

be

rele

vant

4.6

ev

aluat

e how

to c

hoose

the

solu

tions

whic

h b

est

mee

t th

e si

gnific

ant

const

ruct

ion a

nd inst

alla

tion

requirem

ents

, ev

alu

ate

them

again

st t

he

requirem

ents

of

the

pro

ject

bri

ef a

nd k

eep r

ecord

s of th

em f

or

the

pro

ject

tea

m

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

128

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to a

nal

yse

det

aile

d d

esig

n s

olu

tions

5.1

id

entify

and a

nal

yse

rele

vant

fact

ors

and d

ata

whic

h a

re lik

ely

to influen

ce t

he

det

aile

d d

esig

n

solu

tion,

ass

ess

thei

r si

gnific

ance

, prioritise

them

an

d r

esolv

e an

y co

nflic

ts b

etw

een t

he

diffe

rent

fact

ors

5.2

ag

ree

and a

pply

crite

ria

for

sele

ctin

g d

etai

led

des

ign s

olu

tions

5.3

ca

lcula

te t

he

rela

tive

eff

ective

nes

s of diffe

rent

des

ign s

olu

tions

5.4

an

alys

e an

d t

est

the

det

aile

d d

esig

n s

olu

tions

agai

nst

all

rele

vant

fact

ors

, an

d r

e-ch

eck

the

resu

lts

5.5

re

cord

the

dat

a fr

om

cal

cula

tions,

inve

stig

atio

ns

and a

nal

yse

and p

ass

them

on f

or

appro

val by

oth

ers

5.6

se

lect

the

pre

ferr

ed d

esig

ns

and p

rese

nt

them

ap

pro

priat

ely

to s

take

hold

ers

5.7

id

entify

and r

ecord

det

aile

d d

esig

n s

olu

tions

whic

h

hav

e not

bee

n s

elec

ted b

ut

whic

h m

ight

be

use

ful

in o

ther

pro

ject

s

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

129

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to

anal

yse

det

aile

d d

esig

n

solu

tions

6.1

ex

pla

in h

ow

to iden

tify

and a

naly

se r

elev

ant

fact

ors

an

d d

ata w

hic

h a

re lik

ely

to influen

ce t

he

det

aile

d

des

ign s

olu

tion,

ass

ess

thei

r si

gnific

ance

, prioritise

th

em a

nd r

esolv

e an

y co

nflic

ts b

etw

een t

he

diffe

rent

fact

ors

6.2

ev

aluat

e how

to a

gre

e an

d a

pply

crite

ria for

sele

ctin

g d

etai

led d

esig

n s

olu

tions

6.3

ex

pla

in h

ow

to c

alcu

late

the

rela

tive

eff

ective

nes

s of diffe

rent

des

ign s

olu

tions

6.4

ex

amin

e how

to a

nal

yse

and t

est

the

det

aile

d

des

ign s

olu

tions

again

st a

ll re

leva

nt

fact

ors

, an

d r

e-ch

eck

the

resu

lts

6.5

ex

pla

in h

ow

to r

ecord

the

dat

a f

rom

calc

ula

tions,

in

vest

igations

and a

nal

yse

and p

ass

them

on for

appro

val by

oth

ers

6.6

ev

aluat

e how

to s

elec

t th

e pre

ferr

ed d

esig

ns

and

pre

sent

them

appro

priat

ely

to s

take

hold

ers

6.7

des

crib

e how

to iden

tify

and r

ecord

det

aile

d d

esig

n

solu

tions

whic

h h

ave

not

bee

n s

elec

ted b

ut

whic

h

mig

ht

be

use

ful in

oth

er p

roje

cts

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

130

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

7

Be

able

to r

ecom

men

d

and a

gre

e a

det

aile

d

des

ign

7.1

re

com

men

d t

he

pre

ferr

ed d

esig

ns

to t

he

pro

ject

st

akeh

old

ers

and p

rovi

de

them

with e

nough

rele

vant

and a

ccura

te info

rmation t

o a

gre

e a

det

aile

d d

esig

n

7.2

pre

sent

and just

ify

the

featu

res

and b

enef

its

of

the

reco

mm

ended

det

aile

d d

esig

n s

olu

tion

7.3

co

mpare

the

reco

mm

ended

det

aile

d d

esig

n w

ith t

he

requirem

ents

of

the

det

aile

d d

esig

n b

rief

and just

ify

its

sele

ctio

n

7.4

co

nfirm

with t

he

stake

hold

ers

what

the

reco

mm

ended

det

aile

d d

esig

n s

olu

tion w

ill c

ost

and

how

long it

will

take

to im

ple

men

t

7.5

re

ach a

n a

gre

emen

t on t

he

det

aile

d d

esig

n s

olu

tion

whic

h is

acce

pta

ble

to t

he

stake

hold

ers

and w

hic

h

allo

ws

the

pro

ject

to p

rogre

ss t

o its

nex

t st

age

8

Under

stan

d h

ow

to

reco

mm

end a

nd a

gre

e a

det

aile

d d

esig

n

8.1

pro

pose

how

to r

ecom

men

d t

he

pre

ferr

ed d

esig

ns

to t

he

pro

ject

sta

kehold

ers

and p

rovi

de

them

with

enough r

elev

ant

and a

ccura

te info

rmation t

o a

gre

e a

det

aile

d d

esig

n

8.2

ex

pla

in h

ow

to p

rese

nt

and just

ify

the

featu

res

and

ben

efits

of th

e re

com

men

ded

det

aile

d d

esig

n

solu

tion

8.3

pro

pose

how

to c

om

par

e th

e re

com

men

ded

det

aile

d

des

ign w

ith t

he

requirem

ents

of

the

det

aile

d d

esig

n

brief

and just

ify

its

sele

ctio

n

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

131

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

8.4

ex

pla

in h

ow

to c

onfirm

with t

he

stake

hold

ers

what

th

e re

com

men

ded

det

aile

d d

esig

n s

olu

tion w

ill c

ost

an

d h

ow

long it

will

tak

e to

im

ple

men

t

8.5

ev

aluat

e how

to r

each

an a

gre

emen

t on t

he

det

aile

d d

esig

n s

olu

tion w

hic

h is

acc

epta

ble

to t

he

stak

ehold

ers

and w

hic

h a

llow

s th

e pro

ject

to

pro

gre

ss t

o its

nex

t st

age

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



133

Unit 11: Specify and control production documents in construction

Unit reference number: K/600/7456

QCF level: 6

Credit value: 18


Unit summary

This unit is about developing a document production programme. It is also about preparing a specification document consistent with the current design; the identification of discrepancies and making recommendations for changes to the brief; producing progress reports and issuing documents in line with project requirements.




Learning outcomes 1 and 2: 1 Controlling requirements:

type of measurement

cost

time

quality

methods of production

liaison requirements

model documents and standards

integration of data

electronic data transfer.


2 Document:

forms of contract

specifications

scale and full size working drawings

operations and maintenance manuals

bills of quantities

schedules

health and safety plans and files

accounts

claims.

3 Purpose:

to obtain consents

procurement

contract

production

as built drawings.

4 Scope:

number

type

format

size.

5 Registers and records:

incoming and outgoing drawing and document registers

records of document approval and revision.

6 Check:

format

presentation

accuracy

technical content

completeness

referencing

cross referencing and correlation with associated documents

status.


135


to obtain consents

procurement

contract

production.

2 Source information:

design information

statutory regulations

British Standards

codes of practice

technical literature.

3 Referenced against:

Standard phraseology

Common Arrangement

CI/SfB.

Learning outcomes 5 and 6: 1 Information about project requirements:

project brief

design information from earlier stages

surveys

reports

statutory approvals and requirements

cost estimates

standards and codes of practice

technical literature.


2 Documents:

forms of contract

specifications

scale and full size working drawings

bills of quantities

schedules

health and safety plans & files

accounts

claims

operational and maintenance manuals.

3 Project requirements:

to obtain consents

procurement

contract

production

as built drawings.

4 Document production requirements:

type of measurement

cost

time

quality

methods of production

liaison arrangements

model documents and standards

integration of data

electronic data transfers.

5 Criteria:

format

presentation

accuracy

technical content

completeness

referencing

cross referencing and correlation with associated documents

status.


137

6 Registers and records:

incoming and outgoing drawing and document registers

records of document approval and revision archives.






1 Specification(s) of project document control requirements, including purpose and scope, registers, records and systems for monitor and controlling document production (1.1, 1.2, 1.5) [1.1, 1.3, 1.4]

2 Document production programme(s) including resources and production instructions (1.3, 1.4, 1.6) [1.1, 1.2]

3 Record(s) of systems for check, approving and integrating documents (1.7, 1.8) [1.2, 1.6]

4 Record(s) of procedures which have been developed for deal with discrepancies and inconsistencies in information, and delays and revisions to project information (1.8) [1.1, 1.2]

5 Record(s) of arrangements and contingency plans which have been developed for reporting progress in meeting the programme requirements and manage problems in document production (1.9) [1.1, 1.2]




1 Specification(s) which includes: purpose; consistency checks; collated sections; identified source information; technical clauses (ALL) [ALL]






1 Record(s) of information which has been obtained, checked and assessed (5.1, 5.2, 5.3) [5.1, 5.2, 5.3, 5.4]

2 Record(s) of collated and checked documents (5.4) [5.2, 5.6]

3 Record(s) of advice given to people who are producing documents and referrals of outstanding queries (5.5, 5.6) [5.1, 5.2, 5.3]

4 Recommendation(s) for changes to the brief, design, specification and contract based on discrepancies which have been identified (5.7) [5.1, 5.2]

5 Record(s) of collated design information which has been distributed including briefings given to the client and the people responsible for producing documents (5.8) [5.1, 5.2, 5.3]

6 Record(s) showing checks and approvals obtained (5.9) [5.5]

7 Record(s) of information on progress which has been circulated (5.4) [5.4]

8 Registers and records of issued documents (5.11, 5.12) [5.2, 5.36]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

139

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to s

pec

ify

pro

duct

ion d

ocu

men

t re

quirem

ents

1.1

se

lect

contr

olli

ng r

equirem

ents

for

the

pro

ject

docu

men

t pro

gra

mm

e w

hic

h a

re s

uitab

le for

the

pro

ject

and t

he

reso

urc

es a

vaila

ble

1.2

sp

ecify

the

purp

ose

and s

cope

of docu

men

ts a

nd

the

contr

olli

ng r

equirem

ents

they

nee

d t

o m

eet

1.3

dev

elop a

pro

duct

ion p

rogra

mm

e, w

hic

h m

eets

ag

reed

contr

olli

ng r

equirem

ents

, to

pro

duce

all

the

required

docu

men

ts in a

fea

sible

seq

uen

ce o

f pro

duct

ion

1.4

sp

ecify

enough r

esourc

es a

nd r

ealis

tic

indiv

idual

ta

rget

s to

com

ple

te t

he

docu

men

t pro

duct

ion

pro

gra

mm

e

1.5

se

t up r

egis

ters

, re

cord

s an

d s

yste

ms

for

monitoring a

nd c

ontr

olli

ng t

he

pro

duct

ion o

f an

d

issu

ing o

f docu

men

ts w

hic

h a

re c

apab

le o

f m

ainta

inin

g p

roje

ct c

om

plia

nce

1.6

sp

ecify

indiv

idual pro

duct

ion inst

ruct

ions

whic

h a

re

accu

rate

, cl

ear

and c

om

ple

te

1.7

dev

elop a

nd a

gre

e sy

stem

s fo

r ch

ecki

ng,

appro

ving

and inte

gra

ting d

ocu

men

ts

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

140

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.8

dev

elop a

nd a

gre

e pro

cedure

s, w

hic

h a

re

appro

priat

e to

the

requirem

ents

of th

e pro

ject

and

the

contr

act

conditio

ns,

for

dea

l w

ith d

iscr

epan

cies

an

d inco

nsi

sten

cies

in info

rmat

ion,

and d

elay

s an

d

revi

sions

to p

roje

ct info

rmation

1.9

dev

elop a

rran

gem

ents

and c

ontingen

cy p

lans

for

report

ing p

rogre

ss in m

eeting t

he

pro

gra

mm

e re

quirem

ents

and t

o m

anag

e docu

men

t pro

duct

ion

pro

ble

ms

2

Under

stan

d h

ow

to s

pec

ify

pro

duct

ion d

ocu

men

t re

quirem

ents

2.1

ev

aluat

e how

to s

elec

t co

ntr

olli

ng r

equirem

ents

for

the

pro

ject

docu

men

t pro

gra

mm

e w

hic

h a

re

suitab

le f

or

the

pro

ject

and t

he

reso

urc

es a

vaila

ble

2.2

ev

aluat

e how

to s

pec

ify

the

purp

ose

and s

cope

of

docu

men

ts a

nd t

he

contr

olli

ng r

equirem

ents

they

nee

d t

o m

eet

2.3

pro

pose

how

to d

evel

op a

pro

duct

ion p

rogra

mm

e,

whic

h m

eets

agre

ed c

ontr

olli

ng r

equir

emen

ts,

to

pro

duce

all

the

required

docu

men

ts in a

fea

sible

se

quen

ce o

f pro

duct

ion

2.4

ev

aluat

e how

to s

pec

ify

enough r

esourc

es a

nd

real

istic

indiv

idual

targ

ets

to c

om

ple

te t

he

docu

men

t pro

duct

ion p

rogra

mm

e

2.5

pro

pose

how

to s

et u

p r

egis

ters

, re

cord

s an

d

syst

ems

for

monitori

ng a

nd c

ontr

olli

ng t

he

pro

duct

ion o

f an

d iss

uin

g o

f docu

men

ts w

hic

h a

re

capab

le o

f m

ainta

inin

g p

roje

ct c

om

plia

nce

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

141

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.6

ev

aluat

e how

to s

pec

ify

indiv

idual

pro

duct

ion

inst

ruct

ions

whic

h a

re a

ccura

te,

clea

r an

d c

om

ple

te

2.7

pro

pose

how

to d

evel

op a

nd a

gre

e sy

stem

s fo

r ch

ecki

ng,

appro

ving a

nd inte

gra

ting d

ocu

men

ts

2.8

pro

pose

how

to d

evel

op a

nd a

gre

e pro

cedure

s,

whic

h a

re a

ppro

priat

e to

the

requirem

ents

of th

e pro

ject

and t

he

contr

act

conditio

ns,

for

dea

l w

ith

dis

crep

anci

es a

nd inco

nsi

sten

cies

in info

rmat

ion,

and d

elay

s an

d r

evis

ions

to p

roje

ct info

rmat

ion

2.9

ev

aluat

e how

to d

evel

op a

rran

gem

ents

and

contingen

cy p

lans

for

report

ing p

rogre

ss in m

eeting

the

pro

gra

mm

e re

quirem

ents

and t

o m

anag

e docu

men

t pro

duct

ion p

roble

ms

3

Be

able

to p

repar

e pre

scriptive

spec

ific

ations

3.1

se

lect

a t

ype

of

spec

ific

ation d

ocu

men

t w

hic

h is

suitab

le f

or

the

purp

ose

3.2

ch

eck

that

the

spec

ific

atio

n is

consi

sten

t w

ith t

he

des

igns

and r

elate

d d

ocu

men

ts,

wher

e se

para

te,

and t

hat

it

does

not

incl

ude

duplic

ate

and

contr

adic

tory

info

rmat

ion

3.3

co

llate

the

sect

ions

in t

he

spec

ific

ation s

o t

hat

they

ar

e base

d o

n e

lem

ents

of a t

ype

appro

priat

e to

the

circ

um

stan

ces

and r

equirem

ents

3.4

pro

duce

a s

pec

ific

atio

n w

hic

h is

bas

ed o

n iden

tified

, ap

plic

able

, cu

rren

t so

urc

e in

form

atio

n

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

142

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.5

id

entify

wher

e th

e cu

rren

t so

urc

e in

form

ation is

inva

lid a

nd o

bta

in a

ccura

te a

nd v

alid

su

pple

men

tary

info

rmat

ion

3.6

se

lect

, dra

ft a

nd a

men

d t

echnic

al c

lause

s fr

om

st

andar

d s

ourc

es,

whic

h d

efin

e th

e qualit

y, t

ype

and s

tandard

of th

e m

ater

ials

, co

mponen

ts a

nd

finis

hed

work

3.7

st

ruct

ure

the

spec

ific

atio

n s

o t

hat

it

is c

onci

se,

refe

rence

d a

nd c

ross

-ref

eren

ced a

ccura

tely

3.8

ch

eck

that

the

spec

ific

atio

n is

consi

sten

t w

ith t

he

curr

ent

des

ign a

nd o

ther

des

ign d

ocu

men

tation,

and u

pdating it

pro

mptly

and a

ccura

tely

when

the

des

ign c

hanges

3.9

obta

in n

eces

sary

chec

ks a

nd a

ppro

vals

for

the

conte

nt

and p

rese

nta

tion o

f sp

ecific

atio

ns

4

Under

stan

d h

ow

to

pre

par

e pre

scriptive

sp

ecific

atio

ns

4.1

ev

aluat

e how

to s

elec

t a t

ype

of sp

ecific

atio

n

docu

men

t w

hic

h is

suitab

le for

the

purp

ose

4.2

ex

pla

in h

ow

to c

hec

k th

at t

he

spec

ific

atio

n is

consi

sten

t w

ith t

he

des

igns

and r

elate

d d

ocu

men

ts,

wher

e se

para

te,

and t

hat

it d

oes

not

incl

ude

duplic

ate

and c

ontr

adic

tory

info

rmat

ion

4.3

ex

pla

in h

ow

to c

olla

te t

he

sect

ions

in t

he

spec

ific

atio

n s

o t

hat

they

are

base

d o

n e

lem

ents

of

a ty

pe

appro

priate

to t

he

circ

um

stan

ces

and

requirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

143

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.4

ex

pla

in h

ow

to p

roduce

a s

pec

ific

atio

n w

hic

h is

bas

ed o

n iden

tified

, ap

plic

able

, cu

rren

t so

urc

e in

form

atio

n

4.5

des

crib

e how

to iden

tify

wher

e th

e cu

rren

t so

urc

e in

form

atio

n is

inva

lid a

nd o

bta

in a

ccura

te a

nd v

alid

su

pple

men

tary

info

rmat

ion

4.6

ev

aluat

e how

to s

elec

t, d

raft

and a

men

d t

echnic

al

clau

ses

from

sta

ndar

d s

ourc

es,

whic

h d

efin

e th

e qual

ity,

typ

e an

d s

tandar

d o

f th

e m

ater

ials

, co

mponen

ts a

nd fin

ished

work

4.7

ev

aluat

e how

to s

truct

ure

the

spec

ific

atio

n s

o t

hat

it is

conci

se,

refe

rence

d a

nd c

ross

-ref

eren

ced

accu

rate

ly

4.8

ex

pla

in h

ow

to c

hec

k th

at t

he

spec

ific

atio

n is

consi

sten

t w

ith t

he

curr

ent

des

ign a

nd o

ther

des

ign

docu

men

tation,

and u

pdat

e it p

rom

ptly

and

accu

rate

ly w

hen

the

des

ign c

hanges

4.9

ex

pla

in h

ow

to o

bta

in n

eces

sary

chec

ks a

nd

appro

vals

for

the

conte

nt

and p

rese

nta

tion o

f sp

ecific

atio

ns

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

144

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5

Be

able

to c

ontr

ol an

d

mai

nta

in p

roje

ct

info

rmat

ion

5.1

obta

in info

rmat

ion a

bout

pro

ject

req

uirem

ents

w

hic

h m

ay c

ontr

ibute

to t

he

pre

par

atio

n o

f docu

men

ts

5.2

ch

eck

the

info

rmation t

o s

ee w

het

her

it

is a

deq

uat

e to

mee

t th

e pro

ject

and d

ocu

men

t pro

duct

ion

requirem

ents

5.3

as

sess

the

statu

s of

the

info

rmation a

nd p

ass

it o

n

to p

eople

who n

eed it

for

docu

men

t pro

duct

ion,

indic

ate

any

spec

ial co

nsi

der

atio

ns

and lim

itat

ions

on its

use

5.4

co

llate

docu

men

ts w

hen

they

have

bee

n p

roduce

d

and c

hec

k th

em a

gai

nst

the

agre

ed c

rite

ria

5.5

ad

vise

peo

ple

who a

re p

roduci

ng d

ocu

men

ts,

clar

ify

info

rmat

ion w

hen

they

do n

ot

under

stan

d t

he

inst

ruct

ions

and r

efer

outs

tandin

g q

uer

ies

to t

he

peo

ple

who p

roduce

d t

he

origin

al info

rmat

ion

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

145

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

5.6

id

entify

any

dis

crep

anci

es a

nd inco

nsi

sten

cies

in

the

info

rmat

ion a

nd r

efer

any

pro

ble

ms

back

to t

he

origin

ato

rs for

clar

ific

atio

n

5.7

re

com

men

d c

han

ges

to t

he

bri

ef,

des

ign,

spec

ific

atio

n a

nd c

ontr

act

when

the

dis

crep

anci

es

whic

h h

ave

bee

n iden

tified

sugges

t th

at

modific

ations

are

nee

ded

5.8

co

llate

rev

isio

ns,

req

uirem

ents

and a

dditio

ns

to t

he

des

ign info

rmat

ion,

dis

trib

ute

the

info

rmation

pro

mptly

and b

rief

the

stak

ehold

ers

and t

he

peo

ple

re

sponsi

ble

for

pro

duci

ng d

ocu

men

ts

5.9

obta

in n

eces

sary

chec

ks a

nd a

ppro

vals

when

they

are

nee

ded

5.1

0

pro

duce

up-t

o-d

ate

and a

ccura

te info

rmation o

n

pro

gre

ss a

nd iss

ue

it t

o t

he

peo

ple

who n

eed t

he

info

rmat

ion

5.1

1

mai

nta

in a

ccura

te a

nd c

om

ple

te r

egis

ters

and

reco

rds

whic

h c

an b

e use

d f

or

qual

ity

auditin

g

5.1

2

issu

e docu

men

ts t

o m

eet

pro

ject

req

uirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

146

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to c

ontr

ol

and m

ain

tain

pro

ject

in

form

atio

n

6.1

ex

pla

in h

ow

to o

bta

in info

rmat

ion a

bout

pro

ject

re

quirem

ents

whic

h m

ay c

ontr

ibute

to t

he

pre

par

ation o

f docu

men

ts

6.2

ex

pla

in h

ow

to c

hec

k th

e in

form

atio

n t

o s

ee

whet

her

it

is a

deq

uat

e to

mee

t th

e pro

ject

and

docu

men

t pro

duct

ion r

equirem

ents

6.3

ex

pla

in h

ow

to a

sses

s th

e st

atus

of th

e in

form

atio

n

and p

ass

it

on t

o p

eople

who n

eed it

for

docu

men

t pro

duct

ion,

indic

ate

any

spec

ial co

nsi

der

ations

and

limitat

ions

on its

use

6.4

ex

pla

in h

ow

to c

olla

te d

ocu

men

ts w

hen

they

have

bee

n p

roduce

d a

nd c

hec

k th

em a

gai

nst

the

agre

ed

criter

ia

6.5

pro

pose

how

to a

dvi

se p

eople

who a

re p

roduci

ng

docu

men

ts,

clar

ify

info

rmat

ion w

hen

they

do n

ot

under

stan

d t

he

inst

ruct

ions

and r

efer

outs

tandin

g

quer

ies

to t

he

peo

ple

who p

roduce

d t

he

origin

al

info

rmat

ion

6.6

des

crib

e how

to iden

tify

any

dis

crep

anci

es a

nd

inco

nsi

sten

cies

in t

he

info

rmation a

nd r

efer

any

pro

ble

ms

bac

k to

the

origin

ators

for

clar

ific

atio

n

6.7

pro

pose

how

to r

ecom

men

d c

han

ges

to t

he

brief

, des

ign,

spec

ific

ation a

nd c

ontr

act

when

the

dis

crep

anci

es w

hic

h h

ave

bee

n iden

tified

sugges

t th

at m

odific

atio

ns

are

nee

ded

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

147

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6.8

ex

pla

in h

ow

to c

olla

te r

evis

ions,

req

uirem

ents

and

additio

ns

to t

he

des

ign info

rmat

ion,

dis

trib

ute

the

info

rmat

ion p

rom

ptly

and b

rief

the

stak

ehold

ers

and t

he

peo

ple

res

ponsi

ble

for

pro

duci

ng

docu

men

ts

6.9

ex

pla

in h

ow

to o

bta

in n

eces

sary

chec

ks a

nd

appro

vals

when

they

are

nee

ded

6.1

0

expla

in h

ow

to p

roduce

up-t

o-d

ate

and a

ccura

te

info

rmat

ion o

n p

rogre

ss a

nd iss

ue

it t

o t

he

peo

ple

w

ho n

eed t

he

info

rmat

ion

6.1

1

expla

in h

ow

to m

ainta

in a

ccura

te a

nd c

om

ple

te

regis

ters

and r

ecord

s w

hic

h c

an b

e use

d for

qualit

y au

ditin

g

6.1

2

expla

in h

ow

to iss

ue

docu

men

ts t

o m

eet

pro

ject

re

quirem

ents

.

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



149

Unit 12: Prepare procurement schedules and programmes of works in construction


QCF level: 6

Credit value: 18


Unit summary

This unit is about producing a detailed schedule and procurement programme.

You will need to produce a schedule of works that contains the project needs and range of services needed. You will need to estimate work content and time duration and plan the schedule. You will need to draft and present the schedule of works to stakeholders.

You will need to develop a detailed procurement programme. You will need to identify any conflicting requirements and agree modifications. You will need to integrate the procurement programme with the requirements of the overall programme, monitor the programme and identify modifications which would offer cost and time benefits.




Learning outcomes 1 and 2: 1 Project needs:

time

cost

quality objectives.


2 Range of services:

design (including management services)

materials

construction

plant and equipment

people

manufacturing.

3 Conflicting requirements

working arrangements

staging of payments

schedule of deliveries

obligations to third parties

statutory obligations and approvals.

4 Presenting:

orally

in writing

graphically

electronically.

Learning outcomes 3 and 4: 1 Procurement programme for:

principal contractors


suppliers

consultants.

2 Resources:

information (including documents and drawings)

labour, plant and equipment, materials

services

finance including cash flow.


151

3 Conflicting requirements and unacceptable variations:

working arrangements

staging of payments

schedule of deliveries

obligations to third parties

statutory obligations and approvals.

4 Overall programme:

clients' overall timescale and requirements

tender and contract activities

key dates for long delivery items.





The learner must produce documentary evidence from the workplace covering the following item that is considered to be common and key/critical to demonstrate competence:

1 Schedule of works which include project needs and the range of services, work content, time duration, calculated allowances for contingencies, corrected conflicting requirements and agreed amendments (ALL) [ALL]


Process evidence:

1 Presentation(s) of schedule of works (1.6, 1.7) [1.4]



1 Procurement programme(s) (3.1, 3.2, 3.3, 3.4) [ALL]

2 Record(s) of the monitor of the procurement programme(s) (3.5) [3.1]








N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

153

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to d

evel

op a

sc

hed

ule

of w

ork

s 1.1

pro

duce

a d

etai

led s

ched

ule

of

work

s w

hic

h is

accu

rate

and c

onta

ins

a c

om

ple

te s

tate

men

t of th

e pro

ject

nee

ds

and t

he

range

of

serv

ices

whic

h w

ill

be

nee

ded

1.2

es

tim

ate

the

work

conte

nt

and t

ime

dura

tion

accu

rate

ly

1.3

pla

n t

he

sched

ule

of

work

s so

that

it

is a

chie

vable

w

ith t

he

reso

urc

es a

vaila

ble

1.4

ca

lcula

te a

ppro

priat

e an

d r

ealis

tic

allo

wan

ces

to

mee

t an

tici

pat

ed c

ontingen

cies

1.5

dra

ft t

he

sched

ule

of

work

s in

a f

orm

at

whic

h is

appro

priat

e to

the

type

and s

cope

of th

e w

ork

1.6

pre

sent

the

sched

ule

of w

ork

s to

sta

kehold

ers,

co

rrec

t an

y co

nflic

ting r

equirem

ents

and a

gre

e am

endm

ents

1.7

pre

sent

info

rmat

ion c

lear

ly a

nd a

ccura

tely

and

reac

h a

gre

emen

t use

a s

tyle

and a

ppro

ach w

hic

h

mai

nta

ins

goodw

ill a

nd t

rust

2

Under

stan

d h

ow

to

dev

elop a

sch

edule

of

work

s

2.1

ex

pla

in h

ow

to p

roduce

a d

etaile

d s

ched

ule

of

work

s w

hic

h is

accu

rate

and c

onta

ins

a co

mple

te

stat

emen

t of th

e pro

ject

nee

ds

and t

he

range

of

serv

ices

whic

h w

ill b

e nee

ded

2.2

ex

amin

e how

to e

stim

ate

the

work

conte

nt

and

tim

e dura

tion a

ccura

tely

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

154

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.3

pro

pose

how

to p

lan t

he

sched

ule

of w

ork

s so

that

it is

ach

ieva

ble

with t

he

reso

urc

es a

vaila

ble

2.4

ex

pla

in h

ow

to c

alcu

late

appro

priat

e an

d r

ealis

tic

allo

wan

ces

to m

eet

antici

pat

ed c

ontingen

cies

2.5

ex

pla

in h

ow

to d

raft

the

sched

ule

of w

ork

s in

a

form

at

whic

h is

appro

priat

e to

the

type

and s

cope

of th

e w

ork

2.6

ex

pla

in h

ow

to p

rese

nt

the

sched

ule

of w

ork

s to

st

akeh

old

ers,

corr

ect

any

conflic

t re

quirem

ents

and

agre

e am

endm

ents

2.7

ex

pla

in h

ow

to p

rese

nt

info

rmation c

learly

and

accu

rate

ly a

nd r

each

agre

emen

t use

a s

tyle

and

appro

ach

whic

h m

ainta

ins

goodw

ill a

nd t

rust

3

Be

able

to d

evel

op a

pro

cure

men

t pro

gra

mm

e 3.1

dev

elop a

det

aile

d a

nd a

ccura

te p

rocu

rem

ent

pro

gra

mm

e in

an a

ppro

priat

e fo

rmat

3.2

id

entify

within

the

pro

cure

men

t pro

gra

mm

e th

e le

ad t

imes

for

ord

erin

g a

nd r

ecei

ving e

ssen

tial

re

sourc

es

3.3

id

entify

any

conflic

ting r

equirem

ents

and

unac

cepta

ble

var

iations

in t

he

pro

cure

men

t pro

gra

mm

e, r

ecom

men

d fea

sible

alter

nat

ives

, an

d

agre

e m

odific

atio

ns

to t

he

pro

gra

mm

e w

ith

stak

ehold

ers

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

155

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.4

in

tegra

te t

he

pro

cure

men

t pro

gra

mm

e so

that

it

is

consi

sten

t w

ith t

he

requirem

ents

of th

e ove

rall

pro

gra

mm

e, s

tatu

tory

bodie

s and o

ther

s w

ho w

ill

be

affe

cted

3.5

m

onitor

the

pro

cure

men

t pro

gra

mm

e an

d iden

tify

m

odific

ations

whic

h w

ould

suit c

han

ged

ci

rcum

stan

ces

or

whic

h o

ffer

cost

and t

ime

ben

efits

4

Under

stan

d h

ow

to

dev

elop a

pro

cure

men

t pro

gra

mm

e

4.1

pro

pose

how

to d

evel

op a

det

aile

d a

nd a

ccura

te

pro

cure

men

t pro

gra

mm

e in

an a

ppro

priate

form

at

4.2

des

crib

e how

to iden

tify

within

the

pro

cure

men

t pro

gra

mm

e th

e le

ad t

imes

for

ord

erin

g a

nd

rece

ivin

g e

ssen

tial

res

ourc

es

4.3

des

crib

e how

to iden

tify

any

conflic

ting

requirem

ents

and u

nac

cepta

ble

var

iations

in t

he

pro

cure

men

t pro

gra

mm

e, r

ecom

men

d fea

sible

al

tern

ativ

es,

and a

gre

e m

odific

atio

ns

to t

he

pro

gra

mm

e w

ith s

take

hold

ers

4.4

pro

pose

how

to inte

gra

te t

he

pro

cure

men

t pro

gra

mm

e so

that

it

is c

onsi

sten

t w

ith t

he

requirem

ents

of

the

ove

rall

pro

gra

mm

e, s

tatu

tory

bodie

s an

d o

ther

s w

ho w

ill b

e aff

ecte

d

4.5

ex

amin

e how

to m

onitor

the

pro

cure

men

t pro

gra

mm

e an

d iden

tify

modific

atio

ns

whic

h w

ould

su

it c

han

ged

circu

mst

ance

s or

whic

h o

ffer

cost

and

tim

e ben

efits

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

156

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


157

Unit 13: Implement strategic and integrated supply chain management and sourcing partnerships in construction


QCF level: 6

Credit value: 18


Unit summary

This unit is about selecting criteria to evaluate the benefits of strategic sourcing, specifying and agreeing how the supply chain and management systems will be aligned and monitoring the performance of the supply chain.

You will need to select criteria to evaluate the effect of strategic sourcing on competitiveness and the benefits of changing to new suppliers.

You will also need to recommend changes and negotiate and agree recommendations with decision makers and suppliers.

You will need to specify and agree with the supply chain how the management systems will be aligned. You will need to identify and agree with stakeholders any changes required. You will then need to develop and implement trials, assessing results and making modifications prior to implementation.

You will need to review the terms of contract to assess benefits to the supply chain. You will also need to monitor the performance of the supply chain. You will then need to inform the supply chain about variations in performance and advising them about changes needed.





Learning outcomes 1 and 2: 1 Criteria:

legislation

codes of practice

security of supply

quality of product/service being supplied

alignment of systems

cost

project objectives

competence of supplier.

2 Strategic sourcing — of:



suppliers of goods and materials

consultants

clients/end users.

Learning outcomes 3 and 4: 1 Supply chain:




consultants.

2 Management systems:

clients/end user

health & safety

environment

quality

certification of workforce.


159

Learning outcomes 5 and 6: 1 Supply chain:




consultants

clients/end users.

2 Monitor — methods:

internal auditing

external auditing.






1 Evaluation(s) of the effect of strategic sourcing, including the benefits of change (1.1, 1.2, 1.3) [1.1, 1.2]

2 Record(s) of recommendations which have been negotiated. (1.4, 1.5) [1.1, 1.2]




1 Specification(s) for the alignment of supply chain management systems (3.1, 3.2) [3.1, 3.2]

2 Record(s) of trials, including modifications made (3.3) [3.2]

3 Record(s) of checks made to the aligned management systems (3.4) [3.2]





1 Review(s) of the supply chain terms of contract (5.1) [5.1]

2 Record(s) of the supply chain performance monitor including variations, advice and information about changes (5.2, 5.3) [5.1, 5.2]

3 Investigation(s) of persistent variations and major problems (5.4) [5.1]

4 Assessment(s) of existing and alternative sourcing arrangements (5.5) [5.1]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

161

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to e

valu

ate

and

agre

e th

e ben

efits

and

risk

s of

stra

tegic

sourc

ing

1.1

se

lect

rel

evan

t cr

iter

ia t

o u

se in m

akin

g e

valu

atio

ns

and d

ecis

ions

1.2

ev

aluat

e th

e ef

fect

of st

rate

gic

sourc

ing o

n

com

pet

itiv

enes

s of

supply

, co

mpar

e th

e ev

aluat

ion

with e

xist

ing a

rran

gem

ents

and c

alcu

late

the

adva

nta

ges

and d

isadva

nta

ges

1.3

ev

aluat

e th

e ben

efits

of ch

angin

g t

o n

ew s

upplie

rs

1.4

re

com

men

d c

han

ges

use

acc

ura

te e

viden

ce a

nd

clea

rly

iden

tify

the

stra

tegic

im

plic

ations

for

supply

1.5

neg

otiate

and a

gre

e re

com

men

dat

ions

with

dec

isio

n m

aker

s, t

he

supplie

rs a

nd o

ther

peo

ple

w

ho h

ave

an inte

rest

2

Under

stan

d h

ow

to

eval

uat

e and a

gre

e th

e ben

efits

and r

isks

of

stra

tegic

sourc

ing

2.1

ev

aluat

e how

to s

elec

t re

leva

nt

criter

ia t

o u

se in

mak

ing e

valu

atio

ns

and d

ecis

ions

2.2

ev

aluat

e th

e ef

fect

of st

rate

gic

sourc

ing o

n

com

pet

itiv

enes

s of

supply

, co

mpar

e th

e ev

aluat

ion

with e

xist

ing a

rran

gem

ents

and c

alcu

late

the

adva

nta

ges

and d

isadva

nta

ges

2.3

ev

aluat

e th

e ben

efits

of ch

angin

g t

o n

ew s

upplie

rs

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

162

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

pro

pose

how

to r

ecom

men

d c

han

ges

use

acc

ura

te

evid

ence

and c

lear

ly iden

tify

the

stra

tegic

im

plic

atio

ns

for

supply

2.5

pro

pose

how

to n

egotiat

e an

d a

gre

e re

com

men

dat

ions

with d

ecis

ion m

aker

s, t

he

supplie

rs a

nd o

ther

peo

ple

who h

ave

an inte

rest

3

Be

able

to a

gre

e an

d

imple

men

t al

ignm

ent

of

man

agem

ent

syst

ems

3.1

sp

ecify

and a

gre

e w

ith t

he

supply

chai

n t

he

way

s in

w

hic

h m

anag

emen

t sy

stem

s w

ill b

e al

igned

3.2

id

entify

and a

gre

e, w

ith a

ll st

ake

hold

ers,

the

chan

ges

whic

h a

re n

eces

sary

to m

eet

tech

nic

al a

nd

qual

ity

requirem

ents

3.3

dev

elop a

nd im

ple

men

t ap

pro

priat

e tr

ials

, as

sess

th

e re

sults

and m

ake

appro

priate

modific

atio

ns

bef

ore

movi

ng t

o f

ull

imple

men

tation

3.4

ch

eck

that

the

alig

nm

ent

of

man

agem

ent

syst

ems

confo

rms

to t

he

requirem

ents

of

legis

lation

4

Under

stan

d h

ow

to a

gre

e an

d im

ple

men

t alig

nm

ent

of m

anag

emen

t sy

stem

s

4.1

ev

aluat

e how

to s

pec

ify

and a

gre

e w

ith t

he

supply

ch

ain t

he

way

s in

whic

h m

anagem

ent

syst

ems

will

be

alig

ned

4.2

des

crib

e how

to iden

tify

and a

gre

e, w

ith a

ll st

akeh

old

ers,

the

changes

whic

h a

re n

eces

sary

to

mee

t te

chnic

al a

nd q

ual

ity

requirem

ents

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

163

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.3

pro

pose

how

to d

evel

op a

nd im

ple

men

t appro

priat

e tr

ials

, as

sess

the

resu

lts

and m

ake

appro

priat

e m

odific

ations

bef

ore

movi

ng t

o f

ull

imple

men

tation

4.4

ex

pla

in h

ow

to c

hec

k th

at t

he

alig

nm

ent

of

man

agem

ent

syst

ems

confo

rms

to t

he

requirem

ents

of

legis

lation

5

Be

able

to m

onitor

and

contr

ol su

pply

chain

ar

rangem

ents

5.1

re

view

the

term

s of co

ntr

act

regula

rly,

and a

sses

s w

het

her

ther

e ar

e co

ntinued

net

ben

efits

to t

he

supply

chain

5.2

m

onitor

the

per

form

ance

of

the

supply

chain

ag

ainst

agre

ed s

tandar

ds

and q

uan

tify

any

variat

ions

in p

erfo

rman

ce

5.3

in

form

the

supply

chai

n a

bout

variat

ions

in

per

form

ance

fro

m c

ontr

act

term

s, a

nd p

rovi

de

them

with a

dvi

ce a

nd info

rmat

ion a

bout

the

chan

ges

nee

ded

and t

he

tim

e allo

wed

to m

ake

the

chan

ges

5.4

in

vest

igate

per

sist

ent

vari

atio

ns

and m

ajor

pro

ble

ms,

iden

tify

lik

ely

cause

s an

d info

rm a

ll th

e su

pply

chain

5.5

as

sess

exi

stin

g s

ourc

ing a

rran

gem

ents

agai

nst

al

tern

ativ

e su

pply

options

regula

rly

and e

stim

ate

the

rela

tive

ben

efits

and d

isad

vanta

ges

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

164

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

6

Under

stan

d h

ow

to

monitor

and c

ontr

ol

supply

chain

ar

rangem

ents

6.1

ex

amin

e how

to r

evie

w t

he

term

s of

contr

act

regula

rly,

and a

sses

s w

het

her

ther

e ar

e co

ntinued

net

ben

efits

to t

he

supply

chain

6.2

ex

amin

e how

to m

onitor

the

per

form

ance

of th

e su

pply

chain

again

st a

gre

ed s

tandar

ds

and q

uan

tify

an

y va

riations

in p

erfo

rman

ce

6.3

ex

pla

in h

ow

to info

rm t

he

supply

chai

n a

bout

variat

ions

in p

erfo

rman

ce f

rom

contr

act

ter

ms,

and

pro

vide

them

with a

dvi

ce a

nd info

rmation a

bout

the

chan

ges

nee

ded

and t

he

tim

e allo

wed

to m

ake

the

chan

ges

6.4

ex

amin

e how

to inve

stig

ate

per

sist

ent

vari

atio

ns

and m

ajor

pro

ble

ms,

iden

tify

lik

ely

cause

s an

d

info

rm a

ll th

e su

pply

chai

n

6.5

ex

amin

e how

to a

sses

s ex

isting s

ourc

ing

arra

ngem

ents

agai

nst

alter

nat

ive

supply

options

regula

rly

and e

stim

ate

the

rela

tive

ben

efits

and

dis

adva

nta

ges

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


165

Unit 14: Evaluate and confirm work methods and programme in construction

Unit reference number: D/600/7468

QCF level: 6

Credit value: 12


Unit summary

This unit is about assessing project data and selecting methods which meet technical project criteria. It is also about analysing the sequential programming of activities and confirming alterations and developing a monitoring system for the works programme.

You will need to assess project data and obtain more information where required. You will need to identify, evaluate and select methods which meet technical and project criteria and propose them to decision makers. You will also need to analyse and quantify the selected methods for their activity content and review method statements to ensure that they are accurate and acceptable for the people involved.

You will need to analyse the sequential programming of activities against external factors and resources to meet project requirements. You will then need to ensure that programmes and schedules of activities are consistent with the complexities of the project. You will also need to confirm any alterations made to the works programme and develop a monitoring system for it.





Learning outcomes 1 and 2: 1 Project data:

conditions of contract

bills of quantities

specifications

detailed drawings


time-scales

contractual risks obligations and scope of works.

2 Alternative sources:

the client

the client’s representative

contractors

sub-contractors

suppliers

regulatory authorities

technical literature

trade literature.

3 Identify work methods:



4 Technical criteria:

materials & component performance & availability

structural forms

physical environmental factors

occupancy


fire protection

access

plant, equipment & people availability

transportation

traffic generation and management

general environmental factors

waste and sustainability

location weather conditions.


167

5 Project criteria:

cost benefit

conformity to statutory requirements

client and user needs

contract requirements in terms of time, quantity and quality

environmental considerations

third party obligations

other related programmes

supply lead times.

6 Analyse — use:

method study

work study

production analysis

feedback from similar projects.

Learning outcomes 3 and 4: 1 Analyse — use:

method study

work study

production analysis.

2 Project requirements:

contract conditions

contract programme stipulations

statutory consent

Building Control notification

third party obligations

health and safety requirements.

3 External factors:

other related programmes

supply lead times

contingencies

special working conditions

location weather conditions

statutory limitations.


4 Resources:

people

plant and equipment

materials and components

sub-contractors.

5 Programmes and schedules:

bar charts

network analysis

critical path

line of balance

action lists

method statements.






1 Evaluation(s) of possible work methods which include assessments of project data, information from alternative services, identified work methods, technical and project criteria (1.1, 1.2) [ALL]

2 Record(s) of proposed work methods (1.3) [1.3]

3 Analyse the method statement(s) (1.4, 1.5) [1.3, 1.6]



169



1 Analysis of sequential programming of activities against project requirements, external factors and necessary resources. (3.1) [3.1, 3.2, 3.3, 3.4]

2 Programme(s) and schedule(s) of planned activities (3.2) [ALL]

3 Alterations to works programme(s) with savings calculated and justified (3.3) [3.5]

4 Records of system(s) developed and implemented for monitor works programmes which include use the results to improve future production and plan (3.4) [3.5]




ConstructionSkills Consolidated Assessment Strategy for Construction and the Built Environment Craft, Supervisory, Technical, Managerial and Professional units and qualifications with NVQ in the Qualification and Credit Framework (QCF) title and SVQs’.



N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

170

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to e

valu

ate,

re

view

and s

elec

t w

ork

m

ethods

1.1

as

sess

the

avai

lable

pro

ject

dat

a an

d o

bta

inin

g

more

info

rmat

ion fro

m a

lter

nat

ive

sourc

es in

situ

atio

ns

wher

e th

e av

aila

ble

pro

ject

data

is

insu

ffic

ient

1.2

id

entify

and e

valu

ate

the

poss

ible

work

met

hods

agai

nst

rel

evan

t te

chnic

al a

nd p

roje

ct c

rite

ria

and

sele

ct t

hose

whic

h b

est

mee

ts t

he

criter

ia

1.3

pro

pose

the

sele

cted

met

hod t

o d

ecis

ion m

aker

s

1.4

an

alys

e th

e m

ethod w

hic

h h

as

bee

n s

elec

ted f

or

its

activi

ty c

onte

nt

and q

uan

tify

ing it

accu

rate

ly

1.5

re

view

met

hod s

tate

men

ts t

o e

nsu

re t

hat

they

are

ac

cura

te,

clea

r, c

onci

se a

nd a

ccep

table

to a

ll th

e peo

ple

invo

lved

2

Under

stan

d h

ow

to

eval

uat

e, r

evie

w a

nd

sele

ct w

ork

met

hods

2.1

ex

amin

e how

to a

sses

s th

e ava

ilable

pro

ject

dat

a an

d o

bta

in m

ore

info

rmat

ion fro

m a

lter

native

so

urc

es in s

ituat

ions

wher

e th

e av

aila

ble

pro

ject

dat

a is

insu

ffic

ient

2.2

des

crib

e how

to iden

tify

and e

valu

ate

the

poss

ible

w

ork

met

hods

agai

nst

rel

evan

t te

chnic

al a

nd

pro

ject

crite

ria

and s

elec

t th

ose

whic

h b

est

mee

ts

the

criter

ia

2.3

pro

pose

how

to p

ropose

the

sele

cted

met

hod t

o

dec

isio

n m

aker

s

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

171

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.4

ex

amin

e how

to a

nal

yse

the

met

hod w

hic

h h

as

bee

n s

elec

ted f

or

its

activi

ty c

onte

nt

and q

uan

tify

it

accu

rate

ly

2.5

ex

amin

e how

to r

evie

w m

ethod s

tate

men

ts t

o

ensu

re t

hat

they

are

acc

ura

te,

clea

r, c

onci

se a

nd

acce

pta

ble

to a

ll th

e peo

ple

invo

lved

3

Be

able

to c

onfirm

pro

ject

pro

gra

mm

ing

3.1

an

alys

e th

e se

quen

tial

pro

gra

mm

ing o

f ac

tivi

ties

ag

ainst

pro

ject

req

uirem

ents

and t

he

requirem

ents

of

signific

ant

exte

rnal fa

ctors

and n

eces

sary

re

sourc

es

3.2

en

sure

that

the

pro

duce

d p

rogra

mm

es a

nd

sched

ule

s of pla

nned

act

ivitie

s ar

e co

nsi

sten

t w

ith

the

com

ple

xity

of th

e pro

ject

3

3.3

co

nfirm

alter

atio

ns

to t

he

work

s pro

gra

mm

e w

hic

h

will

mee

t ch

anged

cir

cum

stan

ces

or

offer

cost

and

tim

e ben

efits,

cal

cula

te t

he

savi

ngs

acc

ura

tely

and

just

ify

them

to d

ecis

ion m

ake

rs

3.4

dev

elop a

sys

tem

for

monitor

the

work

s pro

gra

mm

e, im

ple

men

t it a

nd u

se t

he

resu

lts

to

impro

ve f

utu

re p

roduct

ion a

nd p

lan

4

Under

stan

d h

ow

to

confirm

pro

ject

pro

gra

mm

ing

4.1

ex

amin

e how

to a

nal

yse

the

sequen

tial

pro

gra

mm

ing o

f ac

tivi

ties

agai

nst

pro

ject

re

quirem

ents

and t

he

requirem

ents

of si

gnific

ant

exte

rnal fa

ctors

and n

eces

sary

res

ourc

es

4.2

ex

pla

in h

ow

to e

nsu

re t

hat

the

pro

duce

d

pro

gra

mm

es a

nd s

ched

ule

s of pla

nned

act

ivitie

s ar

e co

nsi

sten

t w

ith t

he

com

ple

xity

of th

e pro

ject

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

172

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4.3

ex

pla

in h

ow

to c

onfirm

alter

atio

ns

to t

he

work

s pro

gra

mm

e w

hic

h w

ill m

eet

changed

circu

mst

ance

s or

offer

cost

and t

ime

ben

efits,

cal

cula

te t

he

savi

ngs

accu

rate

ly a

nd just

ify

them

to d

ecis

ion

mak

ers

4.4

pro

pose

how

to d

evel

op a

sys

tem

for

monitor

the

work

s pro

gra

mm

e, im

ple

men

t it a

nd u

se t

he

resu

lts

to im

pro

ve futu

re p

roduct

ion a

nd p

lan

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


173

Unit 15: Analyse, monitor and optimise materials, plant and services in construction


QCF level: 6

Credit value: 12


Unit summary

This unit is about analysing design information and operational plans. It is also about evaluating supplier performance and providing resources to help them meet supply project requirements.

You will need to analyse design information, operational plans, user feedback and quantities. You will then need to confirm supply requirements. You will also need to identify the opportunities for economising on usage, cost and the environmental impact of supplies. You will then need to confirm and monitor purchase plans to ensure that supply requirements and changing circumstances are met.

You will need to evaluate supplier performance, identify, record and pass on information to suppliers regarding any issues in respect of supply requirements. You will need to identify, discuss and agree changes with suppliers which will improve performance. You will also need to advise suppliers and provide resources to help them meet supply and project requirements.





Learning outcomes 1 and 2: 1 Users



direct labour organisations

clients.

2 Supplies:

raw materials


components

systems

prefabricated components

people

construction plant & equipment.

3 Supply requirements:

price

quantity

availability & lead time

delivery

life expectancy

maintenance & servicing

storage and handling

health and safety issues

environmental issues (including sustainability)

transportation

deterioration and damage

loss and theft

after sales-service

payment terms

cash flow.


175

4 Circumstances:

over & under supply

changes to project programme

non-availability

inadequately & inappropriately specified resources.

Learning outcomes 3 and 4: 1 Suppliers of:

raw materials


components

systems

prefabricated requirements

people

construction plant & equipment.

2 Supply requirements:

price

quantity

quality

availability & lead time

delivery

life expectancy

maintenance & servicing

storage and handling

environmental issues (including sustainability)

health and safety competence

transportation

deterioration & damage

loss & theft

after sales-service

payment terms

cash flow.







1 Analyses of design and project information, operational plans, user feedback and quantities, confirmations of suppliers. (1.1) [ALL]

2 Records of monitor of the purchasing plan to ensure that supply requirements are met and that changing circumstances are accommodated. (1.3, 1.4) [1.3, 1.4]



The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and key/critical to demonstrate competence.

1 Record(s) of evaluation(s) of supplier performance which include identified issues with supply requirements and identified changes passed on to suppliers (3.1, 3.2, 3.3) [3.1, 3.2]

2 Record(s) of supplier development programmes, advice and resources provided (3.3, 3.4, 3.5) [3.1, 3.2]

Process evidence:

1 Meeting(s) with suppliers (3.5) [3.1]






N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

177

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to a

nal

yse

and

monitor

requirem

ents

for

supplie

s

1.1

an

alys

e des

ign a

nd p

roje

ct info

rmat

ion,

oper

atio

nal

pla

ns,

use

r fe

edbac

k an

d q

uan

tities

and c

onfirm

w

hat

supplie

s w

ill b

e re

quired

1.2

id

entify

the

opport

unitie

s fo

r ec

onom

isin

g o

n u

sage,

co

st a

nd t

he

envi

ronm

enta

l im

pac

t of su

pplie

s

1.3

co

nfirm

and m

onitor

the

purc

hasi

ng p

lan t

o e

nsu

re

that

supply

req

uirem

ents

are

met

1.4

ac

com

modat

ing c

han

gin

g c

ircu

mst

ance

s

2

Under

stan

d h

ow

to

anal

yse

and m

onitor

requirem

ents

for

supplie

s

2.1

ex

amin

e how

to a

nal

yse

des

ign a

nd p

roje

ct

info

rmat

ion,

oper

atio

nal

pla

ns,

use

r fe

edbac

k an

d

quan

tities

and c

onfirm

what

supplie

s w

ill b

e re

quired

2.2

des

crib

e how

to iden

tify

the

opport

unitie

s fo

r ec

onom

isin

g o

n u

sage,

cost

and t

he

envi

ronm

enta

l im

pac

t of

supplie

s

2.3

ex

pla

in h

ow

to c

onfirm

and m

onitor

the

purc

has

ing

pla

n t

o e

nsu

re t

hat

supply

req

uirem

ents

are

met

2.4

ex

pla

in h

ow

to a

ccom

modat

e ch

angin

g

circ

um

stan

ces

3

Be

able

to o

ptim

ise

supplie

r per

form

ance

3.1

ev

aluat

e re

gula

rly

the

per

form

ance

of

supplie

rs

agai

nst

the

supply

req

uirem

ents

3.2

id

entify

any

issu

es w

ith s

upply

req

uirem

ents

, re

cord

them

, pas

s th

e in

form

atio

n o

n t

o t

he

supplie

r an

d d

iscu

ss it

with t

hem

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

178

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.3

id

entify

chan

ges

whic

h w

ill im

pro

ve s

upplie

r per

form

ance

, dis

cuss

and a

gre

e ch

anges

with t

he

supplie

r an

d inco

rpora

te a

gre

ed a

ctio

ns

in s

upplie

r dev

elopm

ent

pro

gra

mm

es

3.4

ad

vise

supplie

rs a

nd p

rovi

de

them

with r

esourc

es

whic

h w

ill h

elp t

hem

to m

eet

supply

req

uirem

ents

, ove

rall

budget

ary

limits

and p

roje

ct r

equirem

ents

3.5

co

nduct

neg

otiat

ions

and m

eetings

with s

upplie

rs in

a m

anner

whic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

4

Under

stan

d h

ow

to

optim

ise

supplie

r per

form

ance

4.1

ev

aluat

e re

gula

rly

the

per

form

ance

of

supplie

rs

agai

nst

the

supply

req

uirem

ents

4.2

des

crib

e how

to iden

tify

any

issu

es w

ith s

upply

re

quirem

ents

, re

cord

them

, pas

s th

e in

form

atio

n o

n

to t

he

supplie

r and d

iscu

ss it

with t

hem

4.3

des

crib

e how

to iden

tify

chan

ges

whic

h w

ill im

pro

ve

supplie

r per

form

ance

, dis

cuss

and a

gre

e ch

anges

w

ith t

he

supplie

r an

d inco

rpora

te a

gre

ed a

ctio

ns

in

supplie

r dev

elopm

ent

pro

gra

mm

es

4.4

pro

pose

how

to a

dvi

se s

upplie

rs a

nd p

rovi

de

them

w

ith r

esourc

es w

hic

h w

ill h

elp t

hem

to m

eet

supply

re

quirem

ents

, ove

rall

budget

ary

limits

and p

roje

ct

requirem

ents

4.5

ex

pla

in h

ow

to c

onduct

neg

otiat

ions

and m

eetings

with s

upplie

rs in a

man

ner

whic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

179

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



181

Unit 16: Control contract work in construction

Unit reference number: Y/600/7470

QCF level: 5

Credit value: 10


Unit summary

This unit is about controlling work activities ensuring that they comply with quality standards and legal and statutory requirements.

You will need to research quality standards, implement systems and check for conformity. You will need to implement corrective action where there is non-conformity.

You will need to identify legal and statutory requirements, implement systems and identify non-compliance. You will need to implement corrective action where there is non-compliance.



Learning outcomes 1 and 2: 1 Quality standards:

statutory requirements

project specifications

British Standards

International Standards

Codes of Practice

organisation standards

trade advisory guidance and best practice

set out information.


2 People responsible:

the client

contractors

consultants

sub-contractors

suppliers

workforce.

3 Systems:

visual inspection

comparison with design requirements

comparison with standard documentation

check manufacturers documentation

check delivery notes

sampling and mock-ups

testing

site inspection reports

contractors reports

site meetings

dimension checks.

4 Work:

materials and components and their use

methods of construction

dimensional control.


183

Learning outcomes 3 and 4: 1 Legal and statutory requirements and responsibilities for:

Building Control

Environmental Health


environment

fire

utilities regulations

highways

heritage

development licences and building permits

employment practice

byelaws

non-statutory guidelines.

2 Monitor systems:

visual inspection

comparison with design requirements

comparison with standard documentation

check manufacturers documentation

check delivery notes

sampling

testing


contractors’ reports

site meetings.

3 Corrective action:

instigate contingency action and restore compliance

agree waiver.


4 People who have an interest:

the client

contractors

consultants

sub-contractors

suppliers

workforce.






1 Record(s) of researched quality standards and specified responsibilities (1.1, 1.2) [1.1, 1.2]

2 Record(s) of systems for inspection and control which include checks, work failing requirements and corrective action (1.3, 1.4, 1.5) [1.1, 1.3, 1.4]

3 Record(s) of information referred to others which include(s) correcting unacceptable quality standards, notifications to decision makers variations in quality standards, programme and safety implications, specifications which conflict with statutory and legal requirements, recommended improvements from feedback, amendments to contract quality requirements and specifications (1.6, 1.7, 1.8, 1.9, 1.10) [1.1]

4 Specifications which conflict with statutory and legal requirements (1.8) [1.1]

Process evidence:

1 Records of work that fails to meet the requirements (1.5) [1.1]


185



1 Record(s) of implemented monitor systems which include legal and statutory requirements identified from collected information, non-complying situations, investigations and corrective action, identified and referred new legal and statutory requirements (3.1, 3.3, 3.4, 3.5) [ALL]

2 Record(s) of briefing(s) provided to the workforce (3.2) [3.1]

3 Record(s) of statutory returns which have been completed (3.6) [3.1]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

186

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to c

ontr

ol

contr

act

s agai

nst

agre

ed

qual

ity

standar

ds

1.1

re

searc

h q

ual

ity

stan

dar

ds

from

ava

ilable

in

form

ation a

nd p

ass

them

to p

eople

res

ponsi

ble

fo

r th

eir

imple

men

tation b

efore

they

sta

rt w

ork

1.2

sp

ecify,

cle

arly

and u

nam

big

uousl

y, t

he

resp

onsi

bili

ties

whic

h indiv

iduals

have

for

mai

nta

inin

g q

ual

ity

stan

dar

ds

1.3

se

t up s

yste

ms

for

insp

ecting a

nd c

ontr

olli

ng t

he

qual

ity

of

work

and r

ecord

the

outc

om

es

1.4

ch

eck,

reg

ula

rly,

that

work

confo

rms

to t

he

des

ign

requirem

ents

and t

he

spec

ifie

d q

ual

ity

stan

dar

ds

1.5

id

entify

work

whic

h f

ails

to m

eet

the

requirem

ents

an

d s

pec

ifie

d q

ualit

y st

andar

ds

and im

ple

men

t co

rrec

tive

act

ion

1.6

as

k fo

r unac

cepta

ble

qual

ity

stan

dar

ds

to b

e co

rrec

ted a

nd n

otify

dec

isio

n m

ake

rs if th

is is

not

done

within

a r

easo

nab

le t

ime

1.7

in

form

dec

isio

n m

ake

rs r

egula

rly

about

signific

ant

variat

ions

in q

ual

ity

stan

dar

ds,

pro

gra

mm

e an

d

safe

ty im

plic

atio

ns,

and s

ugges

t th

e dec

isio

ns

whic

h t

hey

nee

d t

o m

ake

and a

ctio

ns

whic

h t

hey

nee

d t

o t

ake

1.8

id

entify

spec

ific

ations

whic

h c

onflic

t w

ith s

tatu

tory

an

d leg

al r

equirem

ents

and r

efer

them

to d

ecis

ion

mak

ers

for

modific

atio

n

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

187

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1.9

id

entify

im

pro

vem

ents

fro

m fee

dbac

k re

ceiv

ed a

nd

reco

mm

end t

hem

to d

ecis

ion m

aker

s

1.1

0

agre

e am

endm

ents

to t

he

contr

act

qual

ity

requirem

ents

and s

pec

ific

ations

and r

ecord

them

ac

cura

tely

2

Under

stan

d h

ow

to c

ontr

ol

contr

act

s agai

nst

agre

ed

qual

ity

standar

ds

2.1

ex

amin

e how

to r

esea

rch q

ual

ity

stan

dar

ds

from

av

aila

ble

info

rmation a

nd p

ass

them

to p

eople

re

sponsi

ble

for

thei

r im

ple

men

tation b

efore

they

st

art

work

2.2

ev

aluat

e how

to s

pec

ify,

cle

arly

and

unam

big

uousl

y, t

he

resp

onsi

bili

ties

whic

h

indiv

idual

s hav

e fo

r m

ainta

inin

g q

ual

ity

stan

dar

ds

2.3

pro

pose

how

to s

et u

p s

yste

ms

for

insp

ecting a

nd

contr

olli

ng t

he

qual

ity

of w

ork

and r

ecord

the

outc

om

es

2.4

ex

pla

in h

ow

to c

hec

k, r

egula

rly,

that

work

confo

rms

to t

he

des

ign r

equirem

ents

and t

he

spec

ifie

d q

ualit

y st

andar

ds

2.5

des

crib

e how

to iden

tify

work

whic

h f

ails

to m

eet

the

requirem

ents

and s

pec

ifie

d q

ual

ity

standar

ds

and im

ple

men

t co

rrec

tive

act

ion

2.6

ex

pla

in h

ow

to a

sk for

unac

cepta

ble

qual

ity

stan

dar

ds

to b

e co

rrec

ted a

nd n

otify

dec

isio

n

mak

ers

if t

his

is

not

done

within

a r

easo

nab

le t

ime

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

188

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2.7

ex

pla

in h

ow

to info

rm d

ecis

ion m

aker

s re

gula

rly

about

signific

ant

vari

atio

ns

in q

ual

ity

stan

dar

ds,

pro

gra

mm

e an

d s

afe

ty im

plic

atio

ns,

and s

ugges

t th

e dec

isio

ns

whic

h t

hey

nee

d t

o m

ake

and a

ctio

ns

whic

h t

hey

nee

d t

o t

ake

2.8

des

crib

e how

to iden

tify

spec

ific

atio

ns

whic

h c

onflic

t w

ith s

tatu

tory

and leg

al r

equirem

ents

and r

efer

th

em t

o d

ecis

ion m

aker

s fo

r m

odific

atio

n

2.9

des

crib

e how

to iden

tify

im

pro

vem

ents

fro

m

feed

back

rec

eive

d a

nd r

ecom

men

d t

hem

to d

ecis

ion

mak

ers

2.1

0

eval

uat

e how

to a

gre

e am

endm

ents

to t

he

contr

act

qual

ity

requirem

ents

and s

pec

ific

atio

ns

and r

ecord

th

em a

ccura

tely

3

Be

able

to m

ainta

in

contr

act

com

plia

nce

with

legal

and s

tatu

tory

re

quirem

ents

3.1

id

entify

leg

al a

nd s

tatu

tory

req

uirem

ents

fro

m

avai

lable

info

rmation a

nd c

larify

them

wher

e th

ere

is u

nce

rtai

nty

3.2

brief

the

work

forc

e about

thei

r le

gal

and s

tatu

tory

re

sponsi

bili

ties

to t

hose

res

ponsi

ble

for

imple

men

ting t

hem

bef

ore

they

sta

rt w

ork

on t

he

contr

act

3.3

dev

elop a

nd im

ple

men

t m

onitor

syst

ems,

colle

ct

info

rmat

ion r

egula

rly

and s

um

mar

ise

it a

ccura

tely

3.4

id

entify

situat

ions

whic

h d

o n

ot

com

ply

with leg

al

and s

tatu

tory

req

uirem

ents

, in

vest

igat

e th

e ci

rcum

stan

ces

thoro

ughly

and t

ake

appro

priat

e co

rrec

tive

act

ion

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

189

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3.5

id

entify

any

new

leg

al an

d s

tatu

tory

req

uirem

ents

w

hic

h m

ay h

ave

an im

pac

t on t

he

pro

ject

, su

mm

aris

e th

e im

port

ant

det

ails

and p

ass

this

on

to p

eople

who h

ave

an inte

rest

3.6

co

mple

te s

tatu

tory

ret

urn

s ac

cura

tely

and o

n t

ime

4

Under

stan

d h

ow

to

mai

nta

in c

ontr

act

com

plia

nce

with leg

al an

d

stat

uto

ry r

equirem

ents

4.1

des

crib

e how

to iden

tify

leg

al a

nd s

tatu

tory

re

quirem

ents

fro

m a

vaila

ble

info

rmat

ion a

nd c

larify

th

em w

her

e th

ere

is u

nce

rtain

ty

4.2

ex

pla

in h

ow

to b

rief

the

work

forc

e ab

out

thei

r le

gal

an

d s

tatu

tory

res

ponsi

bili

ties

to t

hose

res

ponsi

ble

fo

r im

ple

men

ting t

hem

bef

ore

they

sta

rt w

ork

on

the

contr

act

4.3

pro

pose

how

to d

evel

op a

nd im

ple

men

t m

onitor

syst

ems,

colle

ct info

rmat

ion r

egula

rly

and

sum

mar

ise

it a

ccura

tely

4.4

des

crib

e how

to iden

tify

situat

ions

whic

h d

o n

ot

com

ply

with leg

al an

d s

tatu

tory

req

uirem

ents

, in

vest

igate

the

circ

um

stan

ces

thoro

ughly

and t

ake

ap

pro

priat

e co

rrec

tive

act

ion

4.5

des

crib

e how

to iden

tify

any

new

leg

al an

d

stat

uto

ry r

equirem

ents

whic

h m

ay h

ave

an im

pact

on t

he

pro

ject

, su

mm

aris

e th

e im

port

ant

det

ails

an

d p

ass

this

on t

o p

eople

who h

ave

an inte

rest

4.6

ex

pla

in h

ow

to c

om

ple

te s

tatu

tory

ret

urn

s ac

cura

tely

and o

n t

ime

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

190

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


191

Unit 17: Optimise and control contract progress and costs in construction

Unit reference number: D/600/7471

QCF level: 6

Credit value: 12


Unit summary

This unit is about developing systems to monitor and record progress and briefing decision makers about progress. It is also about managing and implementing contract cost control systems and implementing corrective action.

You will need to develop systems to monitor and record progress, review resources to accommodate changing circumstances in order to optimise resources. You will also need to confirm and investigate any deviations to implement corrective action and recommend options which assist the contract progress. You will also need to brief decision makers about progress, resources and action that needs to be taken. You will then need to identify improvements and recommend them to decision makers.

You will need to manage and implement contract cost control systems. You will also need to review and summarise cost data, identify variations and trends and identify and quantify opportunities for cost savings. You will then need to investigate variations and agree and implement corrective action.





Learning outcomes 1 and 2: 1 Systems to monitor and record:

visual inspection

resource records


contractors’ reports

certified payments

written and graphical records of actual work against programmed work

site meetings

key performance indicators.

2 Programmes:

bar charts

network analysis

critical path

action lists

method statements

project expenditure forecasts.

3 Resources:

people

plant and equipment

materials and components

finance

time

specialist services

utility services

information.

4 Changing circumstances:

over & under supply

changes to project programme

non-availability

inadequately and inappropriately specified resources.


193

5 Deviations:

resource

design factors

industrial disputes

construction errors

inclement weather

physical (site) constraints

legal.


restore progress to accord with the agreed programme

agree new completion dates

initiate contract claim

securing additional resources

altering planned work.

7 Decision makers:

the client

contractors

consultants

suppliers

internal management.

Learning outcomes 3 and 4: 1 Contract cost monitor systems:

contractual procedures and meetings

organisational procedures and meetings.

2 Cost data:

materials & quantities

plant

people

sub-contractors

dayworks

periodic valuations

retention sums

forecasts of expenditure

performance information

contract programme and progress.


3 Opportunities for cost saving:

waste reduction

resource management and logistics

applications of new technology

energy management

recyclable materials

alternative sources and types of materials

plant and labour which meet project requirements

variations in quality.


regulating expenditure to conform with budgets

agree additional costs

making a contract claim.






1 Progress monitor and record system(s) including record(s) (1.1) [1.1, 1.2]

2 Record(s) of resources reviewed which accommodate changes (1.2) [1.3, 1.4]

3 Record(s) of briefings and recommendations passed to decision makers which include options likely to optimise cost and time, changes, resource needs, suggested decisions and improvements from feedback (1.3, 1.4, 1.5, 1.6) [1.3, 1.4, 1.5, 1.6, 1.7]



195



1 Reviews and summaries of contract cost monitor system(s) which include records of cost data (3.1, 3.2) [3.1, 3.2]

2 Record(s) of corrective action which include identified and investigated variations and trends in cost data (3.3, 3.4) [3.2, 3.4]







N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

196

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to o

ptim

ise

contr

act

pro

gre

ss

1.1

dev

elop s

yste

ms

to m

onitor

and r

ecord

the

pro

gre

ss o

f th

e co

ntr

act

agai

nst

the

agre

ed

pro

gra

mm

es

1.2

re

view

and o

ptim

ise

reso

urc

es t

o a

ccom

modat

e ch

angin

g c

ircu

mst

ance

s

1.3

co

nfirm

and inve

stig

ating t

he

circ

um

stan

ces

of an

y dev

iations

thoro

ughly

and a

gre

e an

d im

ple

men

t ap

pro

priat

e co

rrec

tive

act

ion

1.4

re

com

men

d o

ptions

whic

h a

re m

ost

lik

ely

to

optim

ise

cost

and t

ime

and h

elp t

he

contr

act

pro

gre

ss

1.5

brief

dec

isio

n m

ake

rs a

bout

pro

gre

ss,

changes

to

the

oper

atio

nal

pro

gra

mm

e, r

esourc

e nee

ds

and

sugges

t th

e dec

isio

ns

and a

ctio

ns

that

nee

d t

o b

e ta

ken

1.6

id

entify

im

pro

vem

ents

fro

m fee

dbac

k re

ceiv

ed a

nd

reco

mm

end t

hem

to d

ecis

ion m

aker

s

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

197

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to o

ptim

ise

contr

act

pro

gre

ss

2.1

pro

pose

how

to d

evel

op s

yste

ms

to m

onitor

and

reco

rd t

he

pro

gre

ss o

f th

e co

ntr

act

agai

nst

the

agre

ed p

rogra

mm

es

2.2

ex

amin

e how

to r

evie

w a

nd o

ptim

ise

reso

urc

es t

o

acco

mm

odat

e ch

angin

g c

ircu

mst

ance

s

2.3

ex

pla

in h

ow

to c

onfirm

and inve

stig

ate

the

circ

um

stan

ces

of an

y dev

iations

thoro

ughly

and

agre

e an

d im

ple

men

t ap

pro

priate

corr

ective

act

ion

2.4

pro

pose

how

to r

ecom

men

d o

ptions

whic

h a

re m

ost

lik

ely

to o

ptim

ise

cost

and t

ime

and h

elp t

he

contr

act

pro

gre

ss

2.5

ex

pla

in h

ow

to b

rief

dec

isio

n m

aker

s ab

out

pro

gre

ss,

chan

ges

to t

he

oper

atio

nal

pro

gra

mm

e,

reso

urc

e nee

ds

and s

ugges

t th

e dec

isio

ns

and

actions

that

nee

d t

o b

e ta

ken

2.6

des

crib

e how

to iden

tify

im

pro

vem

ents

fro

m

feed

back

rec

eive

d a

nd r

ecom

men

d t

hem

to d

ecis

ion

mak

ers

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

198

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to c

ontr

ol co

ntr

act

cost

s 3.1

m

anag

e and im

ple

men

t ap

pro

priat

e co

ntr

act

cost

m

onitor

syst

ems

whic

h a

re a

ble

to p

rovi

de

early

war

nin

g o

f pro

ble

ms

3.2

re

view

and s

um

mar

ise

accu

rate

cost

dat

a a

nd

pre

senting it

in a

form

at w

hic

h w

ill h

elp p

eople

to

mak

e dec

isio

ns

3.3

id

entify

variat

ions

and t

rends

in c

ost

dat

a a

nd

iden

tify

ing a

nd q

uan

tify

ing o

pport

unitie

s fo

r co

st

savi

ngs

3.4

in

vest

igate

any

variat

ions

and a

gre

e an

d im

ple

men

t ap

pro

priat

e co

rrec

tive

act

ion

4

Under

stan

d h

ow

to c

ontr

ol

contr

act

cost

s 4.1

ev

aluat

e how

to m

anag

e an

d im

ple

men

t ap

pro

priat

e co

ntr

act

cost

monitor

syst

ems

whic

h

are

able

to p

rovi

de

early

war

nin

g o

f pro

ble

ms

4.2

ex

amin

e how

to r

evie

w a

nd s

um

mar

ise

acc

ura

te

cost

data

and p

rese

nt

it in a

form

at w

hic

h w

ill h

elp

peo

ple

to m

ake

dec

isio

ns

4.3

des

crib

e how

to iden

tify

var

iations

and t

rends

in

cost

data

and iden

tify

and q

uan

tify

opport

unitie

s fo

r co

st s

avin

gs

4.4

ex

amin

e how

to inve

stig

ate

any

variat

ions

and

agre

e an

d im

ple

men

t ap

pro

priate

corr

ective

act

ion

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

199

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________



201

Unit 18: Prepare and agree contract accounts and claims in construction


QCF level: 6

Credit value: 12


Unit summary

This unit is about valuing work in progress, preparing and submitting accounts, assessing the basis of claims and progressing valid claims.

You will need to value work in progress, price and reference quantities used in valuations and accounts, value variations and agree non standard rates. You will also need to identify the liability for the cost of re-work and additional work. You will need to prepare and submit valuations, accounts and clarify any areas of disagreement. You will also need to record documents, back-up information and calculations for audit and reference.

You will need to assess the basis of claims for the recovery of loss and expense against the contract seek expert opinion where appropriate and progress valid claims. You will also need to calculate claims, analyse opposing grounds for the claims and negotiate and agree amendments with the people involved. You will then need to record documents and back-up information for audit and reference purposes.





Learning outcomes 1 and 2: 1 Valuing work in progress:

verified information sources

contract valuations

variations

adjustments and allowances made

negotiation

valuation

cash flow.

2 Contract — type:

main contract


suppliers contract

consultant agreement.

3 Valuations and accounts:

interim payment

final accounts.

4 Variations:

costs

quantity

quality

progress.

Learning outcomes 3 and 4: 1 Claims — resulting from:

measurement

valuation of variations

liability for costs

loss and expense arising from breaches of contract

extensions of time

damages arising from extra-contractual consideration.


203

2 Contract — type:

main contractors


suppliers contract

consultant agreement.

3 Expert opinion:

legal

technical.

4 Information sources:

contract provisions

contract claims for payment

dimensions and approximations from latest revisions of contract drawings

records of executed work

inspections of work in progress

daywork

agreed contract quantities

agreed contract rates of payment

agreed methods of calculation

records of meetings.

5 Analyse:

claimants' analysis

respondents' analysis.






The learner must produce documentary evidence from the workplace covering the following items that are considered to be common and key/critical to demonstrate competence.

1 Valuation(s), and account(s), which include the value of work in progress, values of variations, liability for the cost of re-work and additional work and estimates (1.1, 1.2, 1.3, 1.4) [ALL]

2 Back-up information and calculations. (1.5, 1.6) [1.1]

Process evidence: not applicable.



1 Record(s) of progressed and valid claims (3.1) [3.1, 3.2, 3.3]

2 Record(s) of negotiations which include, calculations, analyses of opposing grounds for claims, agreed amendments (3.2, 3.3, 3.4, 3.5) [3.1, 3.2, 3.4, 3.5]

3 Records of documents, back up information, calculations (3.2, 3.6) [3.1, 3.4]

Process evidence:

1 Presentation(s) to and negotiations with people involved in the contract (3.3, 3.4, 3.5) [3.1, 3.2, 3.4]






N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

205

Lear

nin

g ou

tcom

es a

nd a

sses

smen

t cr

iter

ia

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

1

Be

able

to p

repar

e an

d

agre

e in

teri

m v

aluat

ions

and fin

al a

ccounts

1.1

va

lue

work

in p

rogre

ss,

and a

gre

e th

e ca

lcula

tions

with v

aluer

s w

ho a

re a

ctin

g f

or

the

peo

ple

invo

lved

in

the

contr

act

1.2

price

and r

efer

ence

the

quan

tities

use

d in

valu

atio

ns

and a

ccounts

so t

hat

they

mee

t co

ntr

act

pro

visi

ons

1.3

va

lue

vari

ations

and ite

ms

whic

h d

o n

ot

hav

e an

ag

reed

contr

act

rate

by

agre

e ju

stifia

ble

non-

stan

dar

d r

ates

1.4

id

entify

the

liabili

ty f

or

the

cost

of re

-work

and

additio

nal

work

, ag

ree

the

liabili

ty w

ith t

he

peo

ple

in

volv

ed in t

he

contr

act

and r

ecord

the

estim

ates

to

mee

t ad

min

istr

ative

and c

ontr

act

ual

req

uirem

ents

1.5

pre

par

e an

d s

ubm

it a

ccura

te v

aluat

ions

and

acco

unts

whic

h c

onta

in r

elev

ant

back

gro

und

info

rmat

ion a

nd c

larify

and just

ify

area

s of pote

ntial

dis

agre

emen

t

1.6

re

cord

docu

men

ts,

bac

k-up info

rmat

ion a

nd

calc

ula

tions

acc

ura

tely

, re

fere

nce

them

cle

arly

and

store

them

so t

hat

they

can

be

easi

ly r

efer

red t

o f

or

audit a

nd r

efer

ence

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

206

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

2

Under

stan

d h

ow

to

pre

par

e an

d a

gre

e in

terim

va

luat

ions

and fin

al

acco

unts

2.1

ex

amin

e how

to v

alu

e w

ork

in p

rogre

ss,

and a

gre

e th

e ca

lcula

tions

with v

aluer

s w

ho a

re a

ctin

g for

the

peo

ple

invo

lved

in t

he

contr

act

2.2

ex

amin

e how

to p

rice

and r

efer

ence

the

quan

tities

use

d in v

aluat

ions

and a

ccounts

so t

hat

they

mee

t co

ntr

act

pro

visi

ons

2.3

ex

amin

e how

to v

alu

e va

riat

ions

and ite

ms

whic

h

do n

ot

have

an a

gre

ed c

ontr

act

rat

e by

agre

eing

just

ifia

ble

non-s

tandar

d r

ates

2.4

des

crib

e how

to iden

tify

the

liabili

ty f

or

the

cost

of

re-w

ork

and a

dditio

nal

work

, agre

e th

e lia

bili

ty w

ith

the

peo

ple

invo

lved

in t

he

contr

act

and r

ecord

the

estim

ates

to m

eet

adm

inis

trat

ive

and c

ontr

actu

al

requirem

ents

2.5

ex

pla

in h

ow

to p

repare

and s

ubm

it a

ccura

te

valu

atio

ns

and a

ccounts

whic

h c

onta

in r

elev

ant

bac

kgro

und info

rmation a

nd c

larify

and just

ify

area

s of pote

ntial dis

agre

emen

t

2.6

ex

pla

in h

ow

to r

ecord

docu

men

ts,

back

-up

info

rmat

ion a

nd c

alcu

lations

acc

ura

tely

, re

fere

nce

th

em c

learly

and s

tore

them

so t

hat

they

can

be

easi

ly r

efer

red t

o f

or

audit a

nd r

efer

ence

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

207

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

3

Be

able

to p

repar

e an

d

agre

e co

mpen

sation

even

ts a

nd c

laim

s fo

r re

imburs

emen

t fo

r lo

ss

and e

xpen

se

3.1

as

sess

the

bas

is o

f cl

aim

s an

d c

rite

ria

for

reco

very

ag

ainst

the

contr

act

and r

elev

ant

exper

t opin

ion,

and p

rogre

ss v

alid

cla

ims

whic

h c

an b

e su

bst

antiate

d

3.2

ca

lcula

te c

laim

s ac

cura

tely

fro

m r

elev

ant

and

verified

info

rmat

ion s

ourc

es

3.3

an

alys

e th

e opposi

ng g

rounds

for

the

clai

ms,

st

ruct

ure

the

clai

ms

clea

rly

and p

rese

nt

them

3.4

neg

otiate

and a

gre

e am

endm

ents

to t

he

clai

m w

ith

the

peo

ple

invo

lved

in t

he

contr

act

3.5

co

nduct

neg

otiat

ions

with t

he

peo

ple

invo

lved

in

the

contr

act

in a

manner

whic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

3.6

re

cord

docu

men

ts,

bac

k-up info

rmat

ion a

nd

calc

ula

tions

acc

ura

tely

, re

fere

nce

them

cle

arly

and

store

them

so t

hat

they

can

be

easi

ly r

efer

red t

o f

or

audit a

nd r

efer

ence

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

208

Learn

ing

ou

tco

mes

Ass

ess

men

t cr

iteri

a

Evid

en

ce

typ

e

Po

rtfo

lio

re

fere

nce

D

ate

4

Under

stan

d h

ow

to

pre

par

e an

d a

gre

e co

mpen

sation e

vents

and

clai

ms

for

reim

burs

emen

t fo

r lo

ss a

nd e

xpen

se

4.1

ex

amin

e how

to a

sses

s th

e bas

is o

f cl

aim

s an

d

criter

ia for

reco

very

agai

nst

the

contr

act

and

rele

vant

exper

t opin

ion,

and p

rogre

ss v

alid

cla

ims

whic

h c

an b

e su

bst

antiat

ed

4.2

ex

pla

in h

ow

to c

alcu

late

cla

ims

accu

rate

ly f

rom

re

leva

nt

and v

erifie

d info

rmat

ion s

ourc

es

4.3

ex

amin

e how

to a

nal

yse

the

opposi

ng g

rounds

for

the

clai

ms,

str

uct

ure

the

clai

ms

clea

rly

and p

rese

nt

them

4.4

pro

pose

how

to n

egotiat

e an

d a

gre

e am

endm

ents

to

the

clai

m w

ith t

he

peo

ple

invo

lved

in t

he

contr

act

4.5

ex

pla

in h

ow

to c

onduct

neg

otiat

ions

with t

he

peo

ple

in

volv

ed in t

he

contr

act

in a

manner

whic

h

mai

nta

ins

thei

r goodw

ill a

nd t

rust

4.6

ex

pla

in h

ow

to r

ecord

docu

men

ts,

back

-up

info

rmat

ion a

nd c

alcu

lations

acc

ura

tely

, re

fere

nce

th

em c

learly

and s

tore

them

so t

hat

they

can

be

easi

ly r

efer

red t

o f

or

audit a

nd r

efer

ence

Lear

ner

nam

e:__________________________________________

D

ate:

___________________________

Lear

ner

sig

nat

ure

:_______________________________________

D

ate:

___________________________

Ass

esso

r si

gnat

ure

:______________________________________

D

ate:

___________________________

Inte

rnal

ver

ifie

r si

gnatu

re:

________________________________

(i

f sa

mple

d)

Dat

e:___________________________


209

Further information

Our customer service numbers are:

BTEC and NVQ 0844 576 0026

GCSE 0844 576 0027

GCE 0844 576 0025

The Diploma 0844 576 0028

DiDA and other qualifications 0844 576 0031

Calls may be recorded for training purposes.

Useful publications

Related information and publications include:

Centre Handbook for Edexcel QCF NVQs and Competence-based Qualifications published annually

functional skills publications – specifications, tutor support materials and question papers

Regulatory Arrangements for the Qualification and Credit Framework (published by Ofqual, August 2008)

the current Edexcel publications catalogue and update catalogue.

Edexcel publications concerning the Quality Assurance System and the internal and standards verification of vocationally related programmes can be found on the Edexcel website.

NB: Some of our publications are priced. There is also a charge for postage and packing. Please check the cost when you order.

How to obtain National Occupational Standards

CITB-ConstructionSkills Bircham Newton King's Lynn Norfolk PE31 6RH

Telephone: 01485 577577 Fax: 01485 577793 Email: [email protected]


Professional development and training

Edexcel supports UK and international customers with training related to NVQ and BTEC qualifications. This support is available through a choice of training options offered in our published training directory or through customised training at your centre.

The support we offer focuses on a range of issues including:

planning for the delivery of a new programme

planning for assessment and grading

developing effective assignments

building your team and teamwork skills

developing learner-centred learning and teaching approaches

building Functional Skills into your programme

building effective and efficient quality assurance systems.

The national programme of training we offer can be viewed on our website (www.edexcel.com/training). You can request customised training through the website or by contacting one of our advisers in the Training from Edexcel team via Customer Services to discuss your training needs.

The training we provide:

is active

is designed to be supportive and thought provoking

builds on best practice

may be suitable for those seeking evidence for their continuing professional development.

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

211

Annex

e A

: Pro

gres

sion

pat

hw

ays

The

Edex

cel qual

ific

atio

n f

ram

ewor

k fo

r th

e C

onst

ruct

ion a

nd t

he

Built

Envi

ronm

ent

sect

or

Level

Gen

era

l q

uali

fica

tio

ns

Dip

lom

as

BTE

C v

oca

tio

nall

y-

rela

ted

q

uali

fica

tio

ns

BTEC

sp

eci

ali

st

qu

alifi

cati

on

/

pro

fess

ion

al

NV

Q/

com

pete

nce

8

7

6

We

have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

5

Edex

cel BTEC L

evel

5

HN

Dip

lom

a in

Const

ruct

ion

W

e have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

4

Edex

cel BTEC L

evel

4

HN

Cer

tifica

te in

Const

ruct

ion

W

e have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

N025078 –

Spec

ific

atio

n –

Edex

cel Le

vel 6 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting

Oper

ations

Managem

ent

(QC

F) –

Iss

ue

1 –

Nove

mber

2010 ©

Edex

cel Li

mited

2010

212

Level

Gen

era

l q

uali

fica

tio

ns

Dip

lom

as

BTE

C v

oca

tio

nall

y-

rela

ted

q

uali

fica

tio

ns

BTEC

sp

eci

ali

st

qu

alifi

cati

on

/

pro

fess

ion

al

NV

Q/

com

pete

nce

3

Edex

cel Le

vel 3

Dip

lom

a in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

Edex

cel BTEC L

evel

3

Cer

tifica

te,

Subsi

dia

ry

Dip

lom

a, D

iplo

ma

and

Ext

ended

Dip

lom

a in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

Edex

cel BTEC L

evel

3

Aw

ard,

Ext

ended

Cer

tifica

te a

nd

Dip

lom

a n

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

We

have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

2

Edex

cel Le

vel 2

Dip

lom

a in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

Edex

cel BTEC L

evel

2

Cer

tifica

te,

Ext

ended

Cer

tifica

te a

nd

Dip

lom

a in

Const

ruct

ion

Edex

cel BTEC L

evel

2

Aw

ard,

Cer

tifica

te a

nd

Ext

ended

Cer

tifica

te in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

(Cra

ft)

and

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

(Tec

hnic

ian)

We

have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

1

Edex

cel Le

vel 1

Dip

lom

a in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

Edex

cel BTEC L

evel

1

Aw

ard,

Cer

tifica

te,

Dip

lom

a in

Const

ruct

ion (

QC

F)

Edex

cel BTEC L

evel

1

Aw

ard,

Cer

tifica

te,

Ext

ended

Cer

tifica

te in

Const

ruct

ion a

nd t

he

Built

Envi

ronm

ent

We

have

too m

any

qual

ific

ations

to lis

t in

his

space

. Pl

ease

ref

er

to w

ww

.edex

cel.co

m

for

furt

her

info

rmat

ion

En

try

Edex

cel Entr

y Le

vel

BTEC A

ward

in

Const

ruct

ion (

Entr

y 3)

(QCF)


213

Annexe B: Quality assurance

Key principles of quality assurance

A centre delivering Edexcel qualifications must be an Edexcel recognised centre and must have approval for qualifications that it is offering.

The centre agrees as part of gaining recognition to abide by specific terms and conditions around the effective delivery and quality assurance of assessment; the centre must abide by these conditions throughout the period of delivery.

Edexcel makes available to approved centres a range of materials and opportunities to exemplify the processes required for effective assessment and provide examples of effective standards. Approved centres must use the guidance on assessment to ensure that staff who are delivering Edexcel qualifications are applying consistent standards.

An approved centre must follow agreed protocols for: standardisation of assessors; planning, monitoring and recording of assessment processes; internal verification and recording of internal verification processes; and for dealing with special circumstances, appeals and malpractice.

Quality assurance processes

The approach to quality assured assessment is made through a partnership between a recognised centre and Edexcel. Edexcel is committed to ensuring that it follows best practice and employs appropriate technology to support quality assurance process where practicable. Therefore, the specific arrangements for working with centres will vary. Edexcel seeks to ensure that the quality assurance processes that it uses do not place undue bureaucratic processes on centres and works to support centres in providing robust quality assurance processes.

The Learning outcomes and assessment criteria in each unit within this specification set out the standard to be achieved by each learner in order to gain each qualification. Edexcel operates a quality assurance process, which is designed to ensure that these standards are maintained by all assessors and verifiers.

For the purposes of quality assurance all individual qualifications and units are considered as a whole. Centres offering these qualifications must be committed to ensuring the quality of the units and qualifications they offer, through effective standardisation of assessors and internal verification of assessor decisions. Centre quality assurance and assessment processes are monitored by Edexcel.


The Edexcel quality assurance processes will involve:

gaining centre recognition and qualification approval if a centre is not currently approved to offer Edexcel qualifications

annual visits to centres by Edexcel for quality review and development of overarching processes and quality standards. Quality review and development visits will be conducted by an Edexcel quality development reviewer

annual visits by occupationally competent and qualified Edexcel Standards Verifiers for sampling of internal verification and assessor decisions for the occupational sector

the provision of support, advice and guidance towards the achievement of National Occupational Standards.

Centres are required to declare their commitment to ensuring quality and appropriate opportunities for learners that lead to valid and accurate assessment outcomes. In addition, centres will commit to undertaking defined training and online standardisation activities.


215

Annexe C: Centre certification and registration

Edexcel Standards Verifiers will provide support, advice and guidance to centres to achieve Direct Claims Status (DCS). Edexcel will maintain the integrity of Edexcel QCF NVQs through ensuring that the awarding of these qualifications is secure. Where there are quality issues identified in the delivery of programmes, Edexcel will exercise the right to:

direct centres to take actions

limit or suspend certification

suspend registration.

The approach of Edexcel in such circumstances is to work with the centre to overcome the problems identified. If additional training is required, Edexcel will aim to secure the appropriate expertise to provide this.

What are the access arrangements and special considerations for the qualification in this specification?

Centres are required to recruit learners to Edexcel qualifications with integrity.

Appropriate steps should be taken to assess each applicant’s potential and a professional judgement made about their ability to successfully complete the programme of study and achieve the qualification. This assessment will need to take account of the support available to the learner within the centre during their programme of study and any specific support that might be necessary to allow the learner to access the assessment for the qualification. Centres should consult Edexcel’s policy on learners with particular requirements.

Edexcel’s policy on access arrangements and special considerations for Edexcel qualifications aims to enhance access to the qualification for learners with disabilities and other difficulties (as defined by the 1995 Disability Discrimination Act and the amendments to the Act) without compromising the assessment of skills, knowledge, understanding or competence. Please refer to Access Arrangements and Special Considerations for BTEC and Edexcel NVQ Qualifications for further details. www.edexcel.com.



217

Annexe D: Additional requirements for Qualifications that use the title NVQ within the QCF

Contents

Purpose of document 218

Background 219

Additional requirements for qualifications that use the title NVQ within the QCF 220

Introduction 220

Assessment requirements 220

Quality assurance requirements 222


Purpose of document

1 The purpose of this document is to make clear what Additional requirements are needed to assess and quality assure qualifications that use the title NVQ within the QCF.

2 When an SSC/SSB and awarding organisation wants to use the title NVQ in the naming of a qualification within the QCF, the awarding organisation is required to make sure this qualification is assessed and quality assured in accordance with these Additional requirements and other requirements described in the SSC/SSB assessment strategy.

3 The aims of these Additional requirements are to:

ensure that all competence based qualifications that use the title NVQ within the QCF are

- assessed consistently

- quality assured consistently

maintain the integrity of qualifications that use the title NVQ within the QCF

establish the NVQ brand within the QCF

keep bureaucracy associated with assessment and quality assurance of qualifications that use the title NVQ within the QCF to a minimum.


219

Background

4 1At the heart of an NVQ is the concept of occupational competence; the ability to perform to the standards required in employment across a range of circumstances and to meet changing demands. NVQs are first and foremost about what people can do. They go beyond technical skills to include planning, problem solving, dealing with unexpected occurrences, working with other people and applying the knowledge and understanding that underpins overall competence’.

5 NVQs are based entirely on National Occupational Standards (NOS) developed by an SSC/SSB, which describe the competence needed in an occupational role.

6 Qualifications that use the title NVQ within the QCF must comply with the rules of combination determined by the SSC/SSB. Awarding organisations are not allowed to develop another qualification that does not use the title NVQ within the QCF, if it uses the same rules of combination as a qualification that does use the title NVQ within the QCF.

7 The QCF offers increased flexibility in the way occupational competence can be assessed and demonstrated. Qualifications that use the title NVQ in the title within the QCF are just one way of assessing and demonstrating occupational competence. SSCs/SSBs are free to work with their awarding organisations to agree what qualifications will be used to assess occupational competence. Qualifications that use the title NVQ within the QCF, are not a preferred method for assessing occupational competence and all qualifications accredited through the QCF have equal status.

8 When developing a qualification for the QCF, including qualifications that use the title NVQ within the QCF, an awarding organisation must be a recognised awarding organisation and must meet the Qualification Requirements in the Regulatory Arrangements for the Qualifications and Credit Framework, published by The Office of the Qualifications and Examinations Regulator (Ofqual) in August 2008.

9 The qualification regulators confirmed that a group of SSCs and SSBs would be free to develop specific, Additional requirements about the way in which qualifications that use the title NVQ within the QCF will be assessed and quality assured. For those recognised awarding organisations that want to assess occupational competence through the use of qualifications that use the title NVQ within the QCF, it has been agreed by SSCs and SSBs that the following Additional requirements must be met.

1 NCVQ’s NVQ Criteria and Guidance 1995.


Additional requirements for qualifications that use the title NVQ within the QCF

Introduction

10 Qualifications that use the title NVQ within the QCF must be assessed and quality assured in accordance with the following Additional requirements.

Assessment requirements

11 When a qualification uses the title NVQ within the QCF, awarding organisations are required to make sure their recognised assessment centres understand how learners are to be assessed.

12 Assessment methodologies must meet the assessment strategy developed in partnership between the relevant SSC or SSB and awarding organisations for the qualification. The assessment strategy must be published and made available separately and will include the requirements for assessment of qualifications that use the title NVQ within the QCF. The assessment criteria for each unit will be part of the units that make up the qualification.

13 Learners must complete real work activities in order to produce evidence to demonstrate they have met the NOS and are occupationally competent.

14 When a learner cannot complete a real work activity, simulation is allowed.

15 Simulation is allowed when:

a learner is required to complete a work activity that does not occur on a regular basis and therefore opportunities to complete a particular work activity do not easily arise

a learner is required to respond to a situation that rarely occurs, such as responding to an emergency situation

the safety of a learner, other individuals and/or resources will be put at risk.

16 When simulation is used, assessors must be confident that the simulation replicates the workplace to such an extent that learners will be able to fully transfer their occupational competence to the workplace and real situations.

17 Units that must not be assessed by simulation must be identified by the SSC/SSB in the assessment strategy for the qualification or family of qualifications.


221

18 Learners must be assessed by assessors:

who are occupationally competent in the occupational areas they are assessing where they have sufficient and relevant technical/occupational competence in the unit, at or above the level of the unit being assessed and as defined by the assessment strategy for that qualification

2who must hold or be working towards a suitable assessor qualification to confirm they understand assessment and how to assess learners

must be fully conversant with the unit(s) against which the assessments and verification are to be undertaken.

19 All assessors must carry out assessment to the standards specified in the A units.

20 All assessment decisions made by a trainee assessor must be checked by a qualified assessor or an assessor recognised by an awarding organisation.

21 Trainee assessors must have a plan, which is overseen by the recognised assessment centre, to achieve the relevant assessor qualification(s) within an agreed timescale.

2 Currently an assessor could hold unit A1 and/or unit A2. Or from the past unit D32 and/or unit D33. SSCs also identify other suitable equivalent qualifications.


Quality assurance requirements

22 When a qualification uses the title NVQ within the QCF, awarding organisations are required to make sure their recognised assessment centres understand how the qualification will be quality assured.

23 Qualifications that use the title NVQ within the QCF, must be verified:

internally by an internal verifier, who is accountable to the assessment centre

externally by an external verifier, who is accountable to the awarding organisation or an agent of the awarding organisation.

24 With reference to internal verification, internal verifiers must:

3hold or be working towards a suitable internal verifier qualification to confirm they understand how to internally verify assessments

have sufficient and relevant technical/occupational familiarity in the unit(s) being verified

be fully conversant with the standards and assessment criteria in the units to be assessed

understand the awarding organisation’s quality assurance systems and requirements for this qualification.

25 Trainee internal verifiers must have a plan, which is overseen by the recognised assessment centre, to achieve the internal verifier qualification within an agreed timescale.

26 With reference to external verification, external verifiers must:

4hold or be working towards a suitable external verification qualification to confirm they understand and are able to carry out external verification

have no connections with the assessment centre, in order to maintain objectivity

have sufficient and relevant technical/occupational understanding in the unit(s) being verified

be fully conversant with the standards and performance criteria in the units to be assessed

understand the awarding organisation’s quality assurance systems for this qualification.

27 Trainee external verifiers must have a plan, which is overseen by the awarding organisation, to achieve the external verifier qualification within an agreed timescale.

3 Currently an internal verifier needs to hold unit V1. Or from the past unit D34. SSCs also identify other suitable equivalent qualifications. 4 Currently an external verifier needs to hold unit V2. Or from the past unit D35.


223

28 Awarding organisations must decide the frequency of external monitoring activities. Any decision must be based on:

the risks associated with a qualification that is designed to help a learner demonstrate occupational competence

an evaluation of the centre’s performance and past record.

29 Awarding organisations will have in place suitably constituted audit processes, which are supported by naturally occurring quality assurance and monitoring systems that already exist in workplace assessment environments.



225

Annexe E: Assessment requirements/strategy

The Assessment strategy is being updated by ConstructionSkills. The updated version will appear in the final version of this document. Meanwhile, the current Assessment strategy may be found on the Edexcel website.

4157et011110S:\LT\PD\NVQ COMPETENCE\N025078 L6 NVQ DIP CONSTRUCTION CONTRACTING OPS MNGT (QCF).DOC.1-232/2

Publications Code N025078 November 2010 For more information on Edexcel and BTEC qualifications please visit our website: www.edexcel.com Edexcel Limited. Registered in England and Wales No. 4496750 Registered Office: One90 High Holborn, London WC1V 7BH. VAT Reg No 780 0898 07