Faculty of Architecture and Surveying Pre-Registration Portfolio Submission; Building Control Act 2007; Ireland Quantity Surveyor Name: ………………………………… Membership No.…………………………… Each candidate must verify that they have two years’ full time experience or equivalent hours on a part time basis, in the last ten years, in the required areas, as listed below. In exceptional cases, candidates working at senior professional level and who can demonstrate specialised knowledge in any of these areas with prior experience in the listed areas, will be eligible for consideration for CIOB registration. The information contained within this report must relate to you personally and the work you have been responsible for. The template may not be expanded however, any candidate having the need to provide further specific information in relation to their experience may submit additional separate sheets, referenced within the template. The portfolio of evidence must demonstrate and support the areas for which you are claiming competence. Use relevant examples to illustrate your understanding, competence and experience in each of these areas. A current and relevant CV to be submitted with portfolio. Registration within the Faculty of Architecture and Surveying does not automatically give entitlement to registration with the relevant Registration Board. The formal procedures for registration, as laid down by the Registration Board in Ireland, must be followed and adhered to. Pre-Registration Portfolio to be submitted electronically – scanned documents only to be included; do not send original documents. This Registration of Discipline Review comprises the following sections: A) CATEGORIES OF COMPETENCE All examples must be relevant to the country in which you currently work. Please state the country in which you gained your experience: ________________ Provide sufficient examples that support your technical knowledge and relevant experience in your current area of work: 1. Occupational Competence 2. Portfolio of work based evidence: Submit with a cross referenced index 1 3. Record of relevant CPD 2 Select One Unit from each of the series A-C: A101-A103 Pre- contract cost advice – Role of Quantity Surveyor A101 a. Cost benefit analyses on various courses of action on a construction project b. Demonstrate a working understanding of current methods and trends in construction technology and building science appropriate to the area of practice c. Understand the role, responsibilities and legal liabilities of Quantity Surveyors in matters of practice and ethics d. Understand the role of the Quantity Surveyor in a multi-disciplinary team Pre-contract construction estimating A102 a. Understand and apply the standard method of measurement relevant to the area of practice b. Access data to produce estimate/indicative costs, cost plans, valuations and reports c. Recommend and agree method of measurement and valuation requirements d. Prepare Bills of Quantities or other methods to set out work scopes and their pricing/valuation Pre- contract cost planning A103 a. Establish client or employer requirements and advise on various alternate design or construction solutions B101–B103 Establish and maintain cost management, budget and monitoring procedures QS-B101 b. The analysis and evaluation of the project circumstances giving rise to the need for the timely issue and content of formal contract notices. Preparation of construction contract documents B102 a. Establish client or employer requirements and advise on alternative contract document types and completion of the Form of Contract. b. Evaluate and report on project delivery plans Preparation of bids or tenders B103 a. Prepare and implement project procurement plans, in what circumstances could the Quantity Surveyor recommend a negotiated contract to his client. b. Prepare tender and contract documentation C101–C103 Post contract construction cost management C101 a. Management, co-ordination and reporting on construction cash flow b. Analyse and report on time related cost or valuation data c. Manage tendering and letting of works processes d. Valuation of works in progress, variations, leading to formal contract payment procedures Management of claims during the construction progress and following completion of works Post contract valuation C102 a. Prepare estimates for works, changes/variations conduct reviews according to sound principles and accepted professional or ethical practice b. Undertake scope and valuation audit c. Preparation of progressive financial reports and the extent of proposed or actual scope changes during construction Variations and final accounts C103 a. Prepare re-measurements of works, variation and final accounts b. Preparation of and negotiation of claims c. Lead or assist with the resolution of formal and informal disputes resolution methods d. Settlement of accounts and liabilities towards delays costs or matters related to the imposition of liquidated damages 3 1. MANAGEMENT COMPETENCE a) Management Provide a number of examples of the principles and practices that demonstrate a thorough understanding of the knowledge required by an individual seeking to register as a Quantity Surveyor. Explain how your role and competence has evolved to equip you with key management skills: e.g., implementation of client and/or employer brief, familiarisation of procurement strategies, risk management, construction processes, information technology within business, report writing, and forecasting, understanding of the principle methods of project planning, leadership, developing teams, managing work quality, responsibility for others, managing resources and sharing knowledge. 4 b) Measurement of Works Principles and Commercial Awareness, Provide examples that demonstrate your competency: in the construction technology involved in building and associated works; to prepare measurements for building works and other contract documentation that clearly and concisely set out appropriate descriptions and work scopes for building works packages or the like; to evaluate and report on tender or other bid documents leading to the procurement and letting of contracts for works; to prepare or evaluate applications for valuations and certificates of payments for works in progress and for the valuation of variations and Final Accounts; in the knowledge and understanding of the principles and techniques used in the preparation, submission and defence of claims for additional time and money; in the use of computers and information technology in the various construction team disciplines; towards the potential commercial impact of your decisions and actions. 5 c) Construction Contract Practice, Understanding of Construction Law and Dispute Resolution Procedures Provide examples that demonstrate your awareness of the current industry standard contracts in use and how risk is allocated therein between the parties; your awareness of how bespoke contracts can allocate risk between the parties; your understanding of the obligations and responsibilities that may be within the role of Quantity Surveyor (whether or not formally set out) in a construction contract; your understanding of legal principles and professional ethics appropriate to your role and the various methods available for the resolution of disputes and differences. d) Professional Judgement and Responsibility Based on your own experience describe an occasion which required your to exercise your professional judgment 6 e) Health, Safety, Welfare and the Environment Referring to examples describe your involvement in, and responsibility for, health, safety, welfare and the environment appropriate to your job role. 7 B) OCCUPATIONAL COMPETENCE – PORTFOLIO OF EVIDENCE All evidence submitted must be relevant to the country that you currently work in within the last five years. Evidence that is provided must be cross referenced to the element(s) that are being claimed. Provide sufficient evidence that supports your technical knowledge and relevant experience in the following areas: Select One Unit from each of the series A-C: A101-A103 Pre- contract cost advice – Role of Quantity Surveyor A101 a. Cost benefit analyses on various courses of action on a construction project b. Demonstrate a working understanding of current methods and trends in construction technology and building science appropriate to the area of practice c. Understand the role, responsibilities and legal liabilities of Quantity Surveyors in matters of practice and ethics d. Understand the role of the Quantity Surveyor in a multi-disciplinary team Pre-contract construction estimating A102 a. Understand and apply the standard method of measurement relevant to the area of practice b. Access data to produce estimate/indicative costs, cost plans, valuations and reports c. Recommend and agree method of measurement and valuation requirements d. Prepare Bills of Quantities or other methods to set out work scopes and their pricing/valuation Pre- contract cost planning A103 a. Establish client or employer requirements and advise on various alternate design or construction solutions B101–B103 Establish and maintain cost management, budget and monitoring procedures QS-B101 a. The analysis and evaluation of the project circumstances giving rise to the need for the timely issue and content of formal contract notices. Preparation of construction contract documents B102 a. Establish client or employer requirements and advise on alternative contract document types and completion of the Form of Contract. b. Evaluate and report on project delivery plans Preparation of bids or tenders B103 a. Prepare and implement project procurement plans, in what circumstances could the Quantity Surveyor recommends a negotiated contract to his client. b. Prepare tender and contract documentation C101–C103 Post contract construction cost management C101 a. Management, co-ordination and reporting on construction cash flow b. Analyse and report on time related cost or valuation data c. Manage tendering and letting of works processes d. Valuation of works in progress, variations, leading to formal contract payment procedures e. Management of claims during the construction progress and following completion of Works 8 Post contract valuation C102 a. Prepare estimates for works, changes/variations conduct reviews according to sound principles and accepted professional or ethical practice b. Undertake scope and valuation audit c. Preparation of progressive financial reports and the extent of proposed or actual scope changes during construction Variations and final accounts C103 a. Prepare re-measurements of works, variation and final accounts b. Preparation of and negotiation of claims c. Lead or assist with the resolution of formal and informal disputes resolution methods d. Settlement of accounts and liabilities towards delays costs or matters related to the imposition of liquidated and ascertained damages Include a Copy of your complaints Procedure Include COPY OF TERMS OF ENGAGENT In line with Building Control Act 2007 Having read the current Code of Conduct Standards for Quantity Surveyors; and the Building Control Act 2007. I understand the import of the Standards, and agree to operate within the Code, and provide herewith evidence of professional indemnity insurance cover, on a claims made basis, to a value commensurate with the type of work I carry out, in relation to the risk of negligence. Name of Current Insurer:……………………………………………………………………… (Be prepared to provide policy number if requested by Registration Board) 9