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Step 1 of 19
5%
This qualification replaces the Level 4 NVQ in Construction Contracting Operations
Candidate Profiling Form
Candidate's Name
Candidate's Address
Candidate's Email Address
*
Assessment Centre Name: CASL MANAGEMENT DEVELOPMENT
Assessment Centre Address: Singleton Court Business Park, Wonastow Road, Monmouth NP25 5JA
All candidates are required to complete 8 units - the 4 core units plus the 3 mandatory units specified for their chosen route plus 1 other optional unit of the candidates choice (with the exception of the General route for which the candidate must complete the 4 core units plus any 4 other units of their choice).Candidates can also complete and be certificated for further units to meet particular career development needs.
Core Units (Mandatory for ALL Routes)
Unit 1 Maintain health, safety and welfare systems in construction
Unit 2 Plan, allocate and monitor work in own area of responsibility
Unit 3 Chair meetings and take decisions in construction
Unit 4 Develop and maintain working relationships and personal development in construction
Additional Mandatory Units for Estimating Route
Unit 5 Identify, assess and evaluate project requirements in construction
Unit 6 Obtain tenders and appoint successful contractors in construction
Unit 7 Evaluate enquiries and submit tenders in construction
Plus one other of your choice
Additional Mandatory Units for Buying Route
Unit 5 Identify, assess and evaluate project requirements in construction
Unit 13 Implement strategic and integrated supply chain management and sourcing partnerships in construction
Unit 15 Analyse, monitor and optimise materials, plant and services in construction
Plus one other of your choice
Additional Mandatory Units for Planning Route
Unit 5 Identify, assess and evaluate project requirements in construction
Unit 12 Prepare procurement schedules and programmes of work in construction
Unit 14 Evaluate work methods and programme in construction
Plus one other of your choice
Additional Mandatory Units for Quantity Surveying Route
Unit 11 Specify and control production documents in construction
Unit 17 Optimise and control contract progress and costs in construction
Unit 18 Prepare and agree contract accounts and claims in construction
Plus one other of your choice
General Route
Any four units of your choice
TASKS I REGULARLY CARRY OUT IN THE WORKPLACE:
Can you provide evidence to prove your ability at these tasks?
UNIT 1
Mandatory for all routes
MAINTAIN HEALTH, SAFETY AND WELFARE SYSTEMS IN CONSTRUCTION
The Learner can maintain health, safety and welfare in the workplace
Promote a culture of health, safety and welfare in the workplace and identify and recommend opportunities for improvements
Yes
No
Ensure that induction has taken place and check the competence of people in the workplace
Yes
No
Implement systems which meet statutory requirements for identifying and reducing hazards and reporting accidents and emergencies and preventing recurrences
Yes
No
Check health, safety and welfare systems regularly, in accordance with statutory requirements, and identifying and recording any special workplace conditions and situations which do not comply
Yes
No
Make recommendations for improving the work environment clearly and promptly to people
Yes
No
The Learner can identify hazards and assess risks in the workplace
Identify the hazards in the workplace arising from work products, processes and equipment
Yes
No
Obtain and review information on any factors relating to the hazards
Yes
No
assess the significant risks
Yes
No
Apply the principles of prevention and protection
Yes
No
Identify the residual risks
Yes
No
Check that resulting information on significant residual risks is provided to the appropriate people
Yes
No
The Learner can identify and implement methods and procedures to reduce risk
Identify the requirements of the appropriate health and safety plan in the workplace
Yes
No
Identify the resources and activities that are necessary to implement the risk reduction methods
Yes
No
Implement and maintain risk reduction methods and procedures
Yes
No
Utilise opportunities to promote the implementation of the risk reduction methods and procedures
Yes
No
Record the risk reduction methods and procedures in the appropriate information systems
Yes
No
UNIT 2
Mandatory for all routes
PLAN, ALLOCATE AND MONITOR WORK IN OWN AREA OF RESPONSIBILITY
The Learner can produce a work plan for own area of responsibility which will
Explain the context in which work is to be undertaken
Yes
No
Identify the skills base and the resources available.
Yes
No
Examine priorities and success criteria needed for the team
Yes
No
Produce a work plan for own area of responsibility
Yes
No
The Learner can allocate and agree responsibilities with team members
Identify team members’ responsibilities for identified work activities
Yes
No
Agree responsibilities and SMART (Specific, Measurable, Achievable, Realistic and Time-bound) objectives with team members
Yes
No
The Learner can monitor the progress and quality of work in own area of responsibility and provide feedback
Identify ways to monitor progress and quality of work
Yes
No
Monitor and evaluate progress against agreed standards and provide feedback to team members
Yes
No
The Learner can review and amend plans of work for own area of responsibility and communicate changes
Review and amend work plan where changes are needed
Yes
No
Communicate changes to team members
Yes
No
UNIT 3
Mandatory for all routes
CHAIR MEETING AND TAKE DECISIONS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can chair meetings
Give people, appropriate to the purpose of the meeting, sufficient notice and information to allow them to contribute effectively
Yes
No
Ensure that everyone attending the meeting agrees the objective of the meeting at the start
Yes
No
Allocate discussion time to topics consistently with their importance, urgency and complexity
Yes
No
Manage the meeting in a way which helps attendees to make useful contributions and discourages digressions
Yes
No
Present information and provide summaries clearly at appropriate points during the meeting
Yes
No
Ensure that meetings achieve their objectives within the allocated time
Yes
No
Ensure that agreed decisions and recommendations fall within the group's authority
Yes
No
Give clear, accurate and concise information about decisions and recommendations to those who need it
Yes
No
Seek feedback from those attending and use this to improve the effectiveness of future meetings
Yes
No
The Learner can analyse information for decision making
Identify objectives for your analysis which are clear and consistent with the decisions you need to make
Yes
No
Select information which is accurate, relevant to the objectives, and sufficient to arrive at reliable decisions
Yes
No
Use methods of analysis which are suitable to achieve the objectives
Yes
No
Analyse the information to identify patterns and trends significant to the decisions you need to take
Yes
No
Develop clear conclusions which you support with reasoned arguments and appropriate evidence
Yes
No
Present the results of your analysis, differentiating clearly between fact and opinion
Yes
No
Maintain records of your analysis which are sufficient to show the assumptions and decisions made at each stage
Yes
No
UNIT 4
Mandatory for all routes
DEVELOP AND MAINTAIN WORKING RELATIONSHIPS AND PERSONAL DEVELOPMENT IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can enhance relationships with people who benefit from one’s work
Develop and maintain working relationships with people which promote goodwill and trust
Yes
No
Instruct people about work activities in an appropriate level of detail and with an appropriate degree of urgency
Yes
No
Provide guidance and help to people about work activities with sensitivity and encourage questions, requests for clarification and comments
Yes
No
Present proposals for action clearly to people at an appropriate time and with the right level of detail for the degree of change, expenditure and risk involved
Yes
No
Acknowledge objections to proposals and suggest alternative proposals
Yes
No
Resolve conflicts and differences of opinion in ways which minimise offence and maintain goodwill, trust and respect
Yes
No
The Learner can undertake personal development in the occupational practice area
Define the personal aims and objectives for undertaking personal development
Yes
No
Identify and contact sources of support and guidance for undertaking personal development
Yes
No
Identify and select relevant benchmarks of competence against which personal development can be measured
Yes
No
Analyse the current personal level of performance against the identified benchmarks of competence and record a profile of present competence and personal development needs
Yes
No
Prepare a development plan for achieving identified development needs
Yes
No
Undertake development activities aimed at achieving identified development needs, review and record progress and the effectiveness of the activities
Yes
No
Measure achievement of identified development needs and record evidence of competence gained against the identified benchmarks of competence
Yes
No
Review the cycle of personal development aims and objectives and revise and update aims and objectives to suit changing circumstances
Yes
No
The Learner can practice in an ethical manner
Take clear and unequivocal personal responsibility for your own decisions and the decisions of others in your organisation
Yes
No
Behave in an ethical manner and take appropriate action if unethical behaviour is brought to your attention
Yes
No
Establish a system of communication to report instances of unethical behaviour which encourages responsibility and empowerment at all levels
Yes
No
Offer judgements and advice which recognise the needs of other people
Yes
No
Manage criteria that identify offers and contracts which are illegal and which may generate conflicts of interest and reject those that fail the criteria
Yes
No
Define the limits of your professional expertise and set perimeters to work within them
Yes
No
Disclose information obtained from clients only to those who have a legitimate right to receive it
Yes
No
Check that formal and informal contracts and agreements for advisory and problem solving services conform to legal requirements, ethical standards and recognised good practice and that service providers adhere to relevant conditions
Yes
No
Communicate with clients in a style and manner which maintains professional independence and maximises goodwill and trust
Yes
No
Define and agree the working practices and the expectations of the people involved in the contract
Yes
No
Manage systems to protect individual and the interests of society and to indemnify clients where the advice given results in loss or damage to the client
Yes
No
Keep all funds, including interest, held on behalf of clients, separate from personal and organisational funds
Yes
No
Promote a culture of honesty and equity with people, identify areas of weakness and recommend or implement improvements
Yes
No
UNIT 5
Mandatory for Estimating, Buying, and Planning route, Optional for Surveying and General routes
IDENTIFY, ASSESS AND EVALUATE PROJECT REQUIREMENTS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can identify, assess and agree project requirements and stakeholder preferences
Identify and agree with project stakeholders what their goals and priorities are both now and for the future
Yes
No
Summarise, present and clarify the project stakeholders' requirements, the options available and the constraints and risks which might apply to the project
Yes
No
Challenge project requirements and stakeholders' preferences which do not appear to be realistic, decide valid options and agree them in writing
Yes
No
Investigate economic factors and resources, environmental and ecological factors, and social views that affect the future asset value and sustainability of potential development
Yes
No
Evaluate the best balance between the potential asset value and sustainability and project design, function, performance and return on investment
Yes
No
Decide whether and how to implement the potential sustainable development approach in order to achieve key requirements
Yes
No
The Learner can identify, assess and evaluate resource procurement factors
Identify the areas of the development where resources will be needed and plan an investigation to quantify the resources and to decide where to obtain them
Yes
No
Agree realistic costs, programmes and clear statements of purpose for investigation with the stakeholders
Yes
No
Analyse the factors which will influence the procurement and use of resources
Yes
No
Identify potential opportunities and constraints and assess the impact these might have on the practicability and efficiency of the development process
Yes
No
Check that the resources that will be needed have been estimated, summarise potential opportunities and constraints and evaluate how these will affect both the financing and the programming of the project
Yes
No
Present the calculations and evaluation to decision makers, note their advice and amend the evaluation to reflect the feedback received
Yes
No
Produce a report on the procurement and use of resources which will enable a procurement strategy to be implemented
Yes
No
UNIT 6
Mandatory for Estimating route, Optional for Buying, Planning, Surveying and General routes
OBTAIN TENDERS AND APPOINT SUCCESSFUL CONTRACTORS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can shortlist tenderers
Select an appropriate type of procurement process which aligns with legal, statutory and organisational requirements and decide which potential tenderers could meet the contract conditions
Yes
No
Decide how many tenderers to invite, taking into account the value and size of the contract
Yes
No
Choose selection criteria which are suitable to weight and rate performance for the type of work described in the tender
Yes
No
Send tender enquiries to potential tenderers, for them to provide evidence about their experience, capability and availability to carry out the work
Yes
No
Evaluate potential tenderers who respond to the enquiry against the selection criteria, in order to short list tenderers
Yes
No
Offer advice and information to decision makers about potential tenderers and the selection criteria and modify the tender list to reflect any changes which are agreed
Yes
No
Add more potential tenderers from the evaluation list which meet the selection criteria if those contacted are not willing or able to tender
Yes
No
The Learner can select documents
Identify documents which are suitable for the type of procurement and evaluate the options against relevant criteria
Yes
No
Select valid options for documents, discuss them with the client and other people who have an interest and agree a form
Yes
No
Include within the documents and descriptions, changes, clarifications and corrections arising from the source documents and the brief
Yes
No
Forecast the prime cost, provisional sums and contingencies so that they can be included in the documents
Yes
No
Prepare accurate documents which describe the needs of the contractor and the client
Yes
No
Obtain necessary checks and approvals
Yes
No
Check the final draft documents and approve those which are accurate for production and issuing
Yes
No
The Learner can obtain tenders
Select an appropriate type of tender
Yes
No
Ensure that all required tender information and documents are issued in accordance with agreed procedures
Yes
No
Investigate any queries, errors, omissions and ambiguities which are reported by tenderers
Yes
No
Amend the tender information and documents to correct them and ensure that addendums are re-issued
Yes
No
Agree and implement action when tenderers withdraw from the process
Yes
No
Keep records of tender information and documents issued, feedback, queries and information from tenderers
Yes
No
The Learner can evaluate tenders and appoint contractors
Acknowledge and evaluate the tenders received against the agreed criteria
Yes
No
Check with tenderers if any discrepancies, omissions and errors are found in the tenders, and make any amendments which tenderers authorise
Yes
No
Choose the tender which best meets the criteria
Yes
No
Negotiate and agree any variations, adjustments and corrections with the most appropriate tenderer and confirm them in writing, subject to contract
Yes
No
Appoint the successful tenderer formally and notify tenderers who have been unsuccessful, about the result
Yes
No
UNIT 7
Mandatory for Estimating route, Optional for Buying, Planning, Surveying and General routes
EVALUATE ENQUIRIES AND SUBMIT TENDERS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can evaluate tender enquiry documentation
Identify any points of concern in the tender documents
Yes
No
Evaluate the tender documents against the agreed criteria and assess the organisational capability of meeting the tender requirements
Yes
No
Identify and assess any contractual and legal issues which might affect the project
Yes
No
Keep information about tender enquiries in confidence and only pass it on to people who have the authority to receive it
Yes
No
The Learner can finalise and submit a tender
Identify and evaluate the risks and opportunities involved in a successful tender
Yes
No
Identify opportunities for any alternatives and/or qualifications to the original tender requirements to optimise the tender
Yes
No
Modify the costs to take into account any external factors which may affect the cost projections
Yes
No
Identify a profit margin and payment schedule which meets the objectives and strategy of the organisation and notify decision makers
Yes
No
Check that the tender is complete and accurate and conforms to house style and make any necessary modifications
Yes
No
Collate, arrange and submit tender information in accordance with procurement requirements and support the tender in a manner which maximises its acceptability
Yes
No
UNIT 8
Optional for all routes
PLAN MEASURED SURVEYS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can identify investigation requirements
Identify the factors for investigation that may be significant for the planned development by examining documents, setting up and facilitating discussions and meetings
Yes
No
Select the critical aspects of both the site and the surrounding areas which require investigation and prioritise them
Yes
No
Agree the priorities for investigation, an accurate estimate of the time and costs involved, and summarise both the priorities and estimates in an investigation brief
Yes
No
Obtain any permission that will be needed to carry out the investigation and confirm that they are valid before the investigation starts
Yes
No
Contact people and organisations who will be affected by the investigation, provide them with clear and accurate information and ask for their cooperation
Yes
No
The Learner can identify survey requirements
Identify what survey information is needed, how accurate it needs to be and what information outputs are required from the survey
Yes
No
Analyse and assess how accurate, up to date and complete the existing information is, and decide what additional information is needed
Yes
No
Make a preliminary investigation to identify any access problems and equipment which will be needed, and assess the implications for the survey
Yes
No
Choose survey methods which are suitable for the type of survey and the site
Yes
No
Commission surveys by selecting people and organisations that are competent to do the work
Yes
No
The Learner can select survey processes and operations
Assess any constraints which might affect the planning of the survey and limit the processes which are selected
Yes
No
Consult with experts for advice where additional, specialist information is needed
Yes
No
Ask for and obtain permission to carry out the survey from owners of sites who will be affected and from any legal authorities which have to be notified
Yes
No
Plan the surveys which will be needed and schedule them to meet the requirements of the project
Yes
No
Estimate and justify the cost of the survey
Yes
No
Develop a clear and concise method statement, a programme and a budget for the survey, and agree them with the stakeholders
Yes
No
Identify and implement quality assurance and safety standards which are suitable for the survey
Yes
No
Check and confirm that insurance has been taken out to provide full cover against accidents and negligence
Yes
No
The Learner can investigate and evaluate project factors
Choose methods and techniques for the investigation which are valid, reliable, consistent with legal requirements and which recognise concerns raised by the public
Yes
No
Identify investigation sources and collect and collate relevant information
Yes
No
Analyse and evaluate the investigation information which has been collected about all of the significant factors affecting the project development
Yes
No
Consult with experts on specific problems which are relevant to the investigation by providing them with an accurate summary of the problems
Yes
No
Identify and record the opportunities and constraints for project development options
Yes
No
Identify and assess previous solutions which are similar to the current circumstances to see whether they are relevant and useful
Yes
No
Present accurate findings which clearly describe all the important factors
Yes
No
State clearly the authority for assumptions and projections used in the report
Yes
No
Assemble any supporting information which is relevant to the study, but which is not included in the report, store it safely and index it clearly for future reference
Yes
No
Evaluate the results of the investigation and decide on an appropriate course of action
Yes
No
UNIT 9
Optional for all routes
ESTABLISH THE CONDITION OF PROPERTY IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can recommend and agree a condition survey process
Collate available information and documents and identify the objectives and purpose of the condition survey
Yes
No
Select valid, accurate and relevant information for the condition survey process
Yes
No
Identify the levels and types of professional support which will be needed and brief advisers with clear and accurate summaries of the information available
Yes
No
Select methods and techniques for the condition survey process which meet the requirements of relevant professional codes of practice
Yes
No
Evaluate relevant information and advice and identify significant factors which may influence the condition survey
Yes
No
Recommend a condition survey process which is justified by the evaluation, present it clearly and explain it to the client in a manner which promotes goodwill and trust
Yes
No
Assess the validity of the opinions of other people which are included in the recommendation Agree and confirm the instructions and agreements for the condition survey before work starts
Yes
No
Agree and confirm the instructions and agreements for the condition survey before work starts
Yes
No
The Learner can investigate property for condition
Evaluate available information, identify the purpose of the inspection and obtain the equipment and resources and specialist advice that will be needed
Yes
No
Check and confirm, before starting the condition inspection, that people who will be affected have given their permission
Yes
No
Take accurate observations and measurements which are necessary for the condition inspection and record them clearly, accurately and completely using agreed formats and conventions
Yes
No
Identify gaps in information and obtain additional information needed about the property and its use
Yes
No
Make further investigations when observations are inconsistent with existing information and expected findings, and accurately identify the cause of inconsistencies
Yes
No
Examine actual and potential causes of failure, deterioration and decay
Yes
No
Identify and record parts of the property which do not conform to statutory requirements and circulate the findings to people who have an interest
Yes
No
The Learner can prepare and present condition survey reports and records
Assemble and collate information on the condition survey
Yes
No
Select evaluation methods and techniques which are appropriate to the type of property and which meet the requirements of professional standards and codes of practice
Yes
No
Select evidence for the assessment of condition which is accurate, complete and relevant to the requirements of the condition survey process
Yes
No
Analyse all relevant evidence and information using appropriate methods and techniques and make a realistic assessment of condition to identify causes of failure, deterioration and decay
Yes
No
Prepare a condition survey report which is accurate, complete, meets relevant codes of practice and standards, clearly specifies the level of condition, recommends any necessary remedial work, and is qualified by any relevant factors
Yes
No
Explain clearly where and why accurate inspection and measurement has not been possible
Yes
No
Answer the client's questions about the condition survey and give appropriate clarification
Yes
No
Maintain records which are clear, accurate and complete and conform to accepted professional and statutory requirements
Yes
No
UNIT 10
Optional for all routes
DEVELOP AND AGREE DETAILED PROJECT DESIGNS IN CONTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can identify and coordinate the methods for preparing initial designs
Identify which parts of the overall project require a detailed design
Yes
No
Identify and evaluate interfaces between parts of the project design
Yes
No
Choose methods for developing detailed designs and associated information and codes of practice
Yes
No
Agree with stakeholders, the costs, timetables and clear statements of purpose for the project stage
Yes
No
The Learner can select materials, components and systems
Investigate the construction and installation criteria which are significant to the overall design and what potential opportunities and constraints there might be in meeting them
Yes
No
Analyse the construction and installation criteria which are significant to the overall design, both individually and in combination with other project considerations
Yes
No
Select products which meet the identified construction and installation criteria and standards, and which balance cost and quality
Yes
No
Assess whether existing design solutions which contain similar construction and installation criteria might be relevant
Yes
No
Choose the solutions which best meet the significant construction and installation requirements, evaluate them against the requirements of the project brief and keep records of them for the project team
Yes
No
Select and decide the relative importance of construction and installation requirements which are contained in the project brief
Yes
No
The Learner can analyse, select and present detailed design solutions
Identify factors which are likely to influence design solutions
Yes
No
Analyse and prioritise the factors which will influence the design solution and resolve any conflicts between them
Yes
No
Agree and apply criteria for selecting solutions
Yes
No
Analyse and test the design solutions against all relevant factors
Yes
No
Record investigations and analyses including supporting information and pass them on for approval by others
Yes
No
Confirm with stakeholders what the recommended detailed design solution will cost and how long it will take to implement
Yes
No
Reach an agreement on the detailed design solution which is acceptable to the stakeholders and which allows the project to progress to its next stage
Yes
No
UNIT 11
Mandatory for Surveying route, Optional for Estimating, Buying, Planning and General routes
SPECIFY AND CONTROL PRODUCTION DOCUMENTS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can specify production document requirements
Select controlling requirements for the project information and document programme which are suitable for the project stages and the resources available
Yes
No
Specify the purpose and scope of information and documents and the controlling requirements they need to meet and who will produce the documents
Yes
No
Develop a production programme, which meets agreed controlling requirements, to produce all the required information and documents in a feasible sequence of production
Yes
No
Specify enough resources and realistic individual targets to complete the information and document production programme
Yes
No
Set up registers, records and systems for monitoring and controlling the production of information and documents which are capable of maintaining project compliance
Yes
No
Specify individual production instructions which are accurate, clear and complete
Yes
No
Select criteria for the evaluation of the project information and documents, agree the criteria with decision makers and circulate the criteria to the production team
Yes
No
Develop and agree systems for checking, approving and integrating information and documents
Yes
No
Develop and agree procedures, which are appropriate to the requirements of the project and the contract conditions, for dealing with discrepancies and inconsistencies in information and documents, and delays and revisions to project information and documents
Yes
No
Develop arrangements and contingency plans for reporting progress in meeting the programme requirements and to manage information and document production problems
Yes
No
The Learner can prepare prescriptive specifications
Select a type of specification document which is suitable for the purpose and the project stage
Yes
No
Check that the specification is consistent with the designs and related documents, where separate, and that it does not include duplicate and contradictory information
Yes
No
Collate the sections in the specification so that they are based on elements of a type appropriate to the circumstances and requirements
Yes
No
Confirm that the current source information is valid and obtain accurate and valid supplementary information
Yes
No
Produce a specification which is based on identified, applicable, current source information
Yes
No
Select, draft and amend technical clauses from standard sources, which define the quality, type and standard of the materials, components and finished work
Yes
No
Check that the specification is consistent with the current design and other design documentation, and update it promptly when the design changes
Yes
No
Obtain necessary checks and approvals for the content and presentation of specifications
Yes
No
The Learner can control and maintain project information
Confirm with the client the information required for decision making throughout the project stages
Yes
No
Identify and confirm protocols, data formats and standards for information exchange between all relevant project stakeholders
Yes
No
Obtain information about design parameters which may contribute to the development of design and preparation of information and documents
Yes
No
Evaluate the information on design parameters to see whether it is adequate to meet the requirements of the stakeholders and requirements for controlling information and document production
Yes
No
Assess the status of the information on design parameters and pass it on to people who need it for project information and document production, indicating any special considerations and limitations on its use
Yes
No
Ensure that information and documents are collated when they have been produced and evaluate them against the agreed criteria
Yes
No
Advise people who are producing information and documents, clarify information when they do not understand the instructions and refer outstanding queries to the people who produced the original information
Yes
No
Identify any discrepancies and inconsistencies in the information and documents and refer any problems back to the originators for clarification and resolution
Yes
No
Resolve differences between project information and documents and specification and circulate agreed amendments
Yes
No
Obtain necessary checks and approvals when they are needed
Yes
No
Produce up-to-date and accurate information on progress and issue it to the people who need the information to meet project requirements
Yes
No
Ensure that accurate and complete registers and records are maintained which can be used for quality auditing
Yes
No
UNIT 12
Mandatory for Buying route, Optional for Estimating, Planning, Surveying and General routes
PREPARE PROCUREMENT SCHEDULES AND PROGRAMMES OF WORKS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can develop a schedule of works
Produce a detailed schedule of works which contains a complete statement of the project needs and the services which will be required
Yes
No
Estimate the work content and time duration accurately
Yes
No
Plan the schedule of works so that it is achievable with the resources available
Yes
No
Calculate appropriate and realistic allowances to meet anticipated contingencies
Yes
No
Draft the schedule of works in a format which is appropriate to the type and scope of the work
Yes
No
Present the schedule of works to stakeholders, correct any inconsistencies and unacceptable variations and agree amendments
Yes
No
Present information clearly and accurately and reach agreement using a style and approach which maintains goodwill and trust
Yes
No
Keep registers and records which are complete, accurate and up-to-date
Yes
No
Obtain necessary checks and approvals for the content and presentation of schedules
Yes
No
Use methods for production and record keeping which are consistent with quality assurance procedures
Yes
No
The Learner can develop a procurement programme
Confirm the areas of work for which resources will need to be procured and identify potential sources for obtaining them
Yes
No
Develop a detailed procurement programme in an appropriate format
Yes
No
Identify within the procurement programme the lead times for ordering and receiving essential resources appropriate to the project stage
Yes
No
Analyse the critical path for procuring and use of resources and build in sufficient buffers to optimise project programming
Yes
No
Identify any inconsistencies and unacceptable variations in the procurement programme, recommend feasible alternatives, and agree modifications to the programme with stakeholders
Yes
No
Integrate the procurement programme so that it is consistent with the requirements of the overall programme, statutory bodies and others who will be affected
Yes
No
Monitor the procurement programme and identify modifications which would suit changed circumstances or which offer cost and time benefits
Yes
No
Unit 13
Mandatory for Buying route, Optional for Estimating, Planning, Surveying and General routes
IMPLEMENT STRATEGIC AND INTEGRATED SUPPLY CHAIN MANAGEMENT AND SOURCING PARTNERSHIPS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can evaluate and agree the benefits and risks of strategic sour and agree the benefits and risks of strategic sourcing
Select relevant criteria to use in making evaluations and decisions
Yes
No
Evaluate the effect of strategic sourcing on competitiveness of supply, compare the evaluation with existing arrangements and calculate the advantages and disadvantages
Yes
No
Evaluate the benefits of changing to new suppliers
Yes
No
Recommend changes using evidence and identify the strategic implications for supply
Yes
No
Negotiate and agree recommendations with decision makers, the suppliers and other people who have an interest
Yes
No
The Learner can agree and implement alignment of systems
Specify and agree with the supply chain the ways in which systems will be managed and aligned
Yes
No
Identify and agree, with all stakeholders, the changes to systems which are necessary to meet technical and quality requirements
Yes
No
Develop and implement appropriate trials, assess the results and make appropriate modifications before moving to full implementation
Yes
No
Negotiate and agree formal contractual arrangements that set out the requirements for the implementation and operation of strategic sourcing partnerships
Yes
No
The Learner can monitor and control supply chain arrangements
Review the terms of contract regularly, and assess whether there are continued net benefits to the supply chain
Yes
No
Monitor the performance of the supply chain against agreed standards and quantify any variations in performance
Yes
No
Inform the supply chain about variations in performance from contract terms, and provide them with advice and information about the changes needed and the time allowed to make the changes
Yes
No
Investigate persistent variations and major problems, identify likely causes and inform all the supply chain
Yes
No
Assess existing sourcing arrangements against alternative supply options regularly and estimate the relative benefits and advantages
Yes
No
UNIT 14
Mandatory for Planning route, Optional for Estimating, Buying, Surveying and General routes
EVALUATE WORK METHODS AND PROGRAMME IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can evaluate, review and select work methods
Assess the available project information accurately and summarise it to enable decisions on production, installation and work methods to be made
Yes
No
Obtain more information from other sources in cases where the available project information is insufficient
Yes
No
Identify and evaluate the possible work methods against relevant technical and project criteria and select those which best meet the criteria
Yes
No
Analyse the method which has been selected for its activity content and quantify it accurately
Yes
No
Propose the selected method to decision makers
Yes
No
Review method statements to ensure that they are accurate, clear, concise and acceptable to all the people involved
Yes
No
The Learner can evaluate, review and select work methods
Identify major activities, calculate the resources needed and identify their sources from the project information available and prepare a draft work programme
Yes
No
Evaluate alternative methods, resources and systems, in order to select the optimum solution to meet project requirements
Yes
No
Obtain clarification and advice where the resources needed are not available
Yes
No
Analyse the sequential programming of activities against project requirements and the requirements of significant external factors and necessary resources
Yes
No
Ensure that the produced programmes and schedules of planned activities are consistent with the complexity of the project
Yes
No
Confirm alterations to the works programme which will meet changed circumstances or offer cost and time benefits, calculate the savings accurately and justify them to decision makers
Yes
No
Develop a system for monitoring and recording the works programme, implement it and use the results to improve future production and planning
Yes
No
UNIT 15
Mandatory for Buying route, Optional for Estimating, Planning, Surveying and General routes
ANALYSE, MONITOR AND OPTIMISE MATERIALS, PLANT AND SERVICES IN CONSTRUCTION
The Learner can analyse, monitor and optimise materials, plant and services in construction contracting operations management
Analyse design and project information, operational plans, user feedback and quantities and confirm what materials supplies will be required and calculate schedules for the delivery of supplies and lead times
Yes
No
Develop an accurate purchasing plan by analysing design information and projected supply requirements
Yes
No
Identify the opportunities for standardising materials supplies to economise on usage, cost and the environmental impact of supplies
Yes
No
Develop and introduce systems for monitoring and evaluating the purchasing plan which will identify significant changes in supply requirements
Yes
No
Accommodate changing circumstances
Yes
No
The Learner can optimise supplier performance
Explain how to evaluate regularly the performance of suppliers against the supply requirements
Yes
No
Identify any issues with supply requirements, record them, pass the information on to the supplier and discuss it with them
Yes
No
Identify changes which will improve supplier performance, discuss and agree changes with the supplier and incorporate agreed actions in supplier development programmes
Yes
No
Advise suppliers and provide them with resources which will help them to meet supply requirements, overall budgetary limits and project requirements
Yes
No
Conduct negotiations and meetings with suppliers in a manner which maintains their goodwill and trust
Yes
No
UNIT 16
Optional for all routes
CONTROL CONTRACT WORK IN CONSTRUCTION
The Learner can Control contract work in construction contracting operations management
Research quality standards and guidance from available information and pass them to people responsible for their implementation before they start work
Yes
No
Specify the responsibilities which individuals have for maintaining quality standards and guidance
Yes
No
Set up systems for inspecting and controlling the quality of work and record the outcomes
Yes
No
Check, regularly, that work conforms to the design requirements and the specified quality standards and guidance
Yes
No
Identify work which fails to meet the requirements and specified quality standards and guidance and implement corrective action
Yes
No
Inform decision makers regularly about significant variations in quality standards and guidance programme and safety implications, and suggest appropriate actions which they need to take
Yes
No
Identify specifications which conflict with statutory and contractual requirements and refer them to decision makers for modification
Yes
No
Identify improvements from feedback received and recommend them to decision makers
Yes
No
Agree amendments to the contract quality requirements and specifications and record them accurately
Yes
No
The Learner can maintain contract compliance with statutory and contractual requirements
Identify statutory and contractual requirements from available information and clarify them where there is uncertainty
Yes
No
Brief people about their statutory and contractual requirements before they start work on the contract
Yes
No
Develop and implement monitoring systems, collect information regularly and summarise it accurately
Yes
No
Identify situations which do not comply with statutory and contractual requirements, investigate the circumstances thoroughly and take appropriate corrective action
Yes
No
Identify any new statutory and contractual requirements which may have an impact on the project, summarise the important details and pass this on to people who have an interest
Yes
No
UNIT 17
Mandatory for Surveying route, Optional for Estimating, Buying, Planning and General route
OPTIMISE AND CONTROL CONTRACT PROGRESS AND COSTS IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can optimise contract progress
Develop resource and cost control systems to monitor and record the progress of the contract against the agreed programme
Yes
No
Review and optimise resources to accommodate changing circumstances
Yes
No
Confirm and investigate the circumstances of any deviations thoroughly and agree and implement appropriate corrective action
Yes
No
Brief decision makers about progress, changes to the operational programme, resource needs and suggest action that need to be taken
Yes
No
Identify improvements from feedback received and recommend them to decision makers
Yes
No
The Learner can control contract costs
Manage and implement appropriate resource and cost control systems which are able to provide early warning of problems
Yes
No
Review and summarise accurate resource and cost data and present it in a format which will help people to make decisions
Yes
No
Identify variations and trends in resource and cost data and identify and quantify commercial opportunities for cost savings
Yes
No
Investigate any variations and agree and implement appropriate corrective action
Yes
No
Unit 18
Mandatory for Surveying route, Optional for Estimating, Buying, Planning and General routes
PREPARE AND AGREE CONTRACT ACCOUNTS AND ENTITLEMENT IN CONSTRUCTION CONTRACTING OPERATIONS MANAGEMENT
The Learner can prepare and agree interim valuations and final accounts
Value work in progress, and agree the calculations with valuers who are acting for the people involved in the contract
Yes
No
Price and reference the quantities used in valuations and accounts so that they meet contract provisions
Yes
No
Value variations and items which do not have an agreed contract rate by agreeing justifiable non-standard rates
Yes
No
Identify the liability for the cost of re-work and additional work, agree the liability with the people involved in the contract and record the estimates to meet administrative and contractual requirements
Yes
No
Prepare and submit accurate valuations and accounts which contain relevant background information and clarify and justify areas of potential disagreement
Yes
No
Record documents, back-up information and calculations accurately, reference them clearly and store them so that they can be easily referred to for audit and reference
Yes
No
The Learner can prepare and agree compensation events and claims for reimbursement for loss and expense
Assess the basis of entitlement and criteria for recovery against the contract and relevant expert opinion, and progress valid entitlement which can be substantiated
Yes
No
Calculate entitlement accurately from relevant and verified information sources
Yes
No
Analyse the opposing grounds for the entitlement, structure the entitlement clearly and present them
Yes
No
Negotiate and agree amendments to the entitlement with the parties involved in the contract
Yes
No
Conduct negotiations with the parties involved in the contract in a manner which maintains their goodwill and trust
Yes
No
Record documents, back-up information and calculations accurately, reference them clearly and store them so that they can be easily referred to for audit and reference
Yes
No
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