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Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF)

Specification

NVQ/Competence-based qualification First registration February 2014

Pearson Education Limited is one of the largest awarding organisations in the United Kingdom. Pearson is recognised and regulated by Ofqual and the Scottish Qualifications Authority (SQA) to offer accredited qualifications to employers, private training providers, colleges, schools and other places of learning both in the United Kingdom and internationally.

The qualifications offered include National Vocational Qualifications/Competency-based qualifications, Scottish Vocational Qualifications, and other qualifications that attest to competence in the workplace, the suite of BTEC vocationally related qualifications, ranging from Entry Level to Higher National Diplomas, GCSE, GCE AS and GCE A levels. Working in partnership with universities, Pearson Education Limited has Degree awarding powers.

Pearson Education Limited is committed to supporting work-based learning through its BTEC Apprenticeship and Employability Frameworks and our suite of vocational qualifications.

Please note updated information in the section Relationship with previous qualifications from the pre-publication draft specification.

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.

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www.ice.org.uk

References to third party material made in this specification are made in good faith. Pearson 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.)

All information in this specification is correct at time of going to publication.

Authorised by Martin Stretton Prepared by Natalie Muller

ISBN 978 1 446 91096 2

All the material in this publication is copyright © Pearson Education Limited 2014

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Contents

Purpose of this specification 1

1 Introducing Pearson Edexcel NVQ/Competence-based qualifications 2

What are NVQ/Competence-based qualifications? 2

2 Qualification summary and key information 3

QCF Qualification Number and qualification title 4

Qualification objectives 4

Relationship with previous qualifications 4

Apprenticeships 4

Progression opportunities 5

Industry support and recognition 5

Relationship with National Occupational Standards 5

3 Qualification structure 6

Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF) 6

4 Assessment 20

Assessment strategy 21

Types of evidence 21

Credit transfer 21

5 Centre resource requirements 23

General resource requirements 23

6 Centre recognition and approval 24

Centre recognition 24

Approvals agreement 24

7 Quality assurance of centres 25

8 Programme delivery 26

9 Access and recruitment 27

10 Access to qualifications for learners with disabilities or specific needs 28

11 Unit format 29

Unit title 29

Unit reference number 29

QCF level 29

Credit value 29

Guided learning hours 29

Unit summary 29

Unit assessment requirements/evidence requirements 29

Learning outcomes 30

Assessment criteria 30

Unit 1: Operate Health, Safety and Welfare Systems in Construction 31

Unit 2: Prepare Programmes and Schedules of Work in Construction 37

Unit 3: Operate Project Information Systems in Construction 45

Unit 4: Develop and Maintain Working Relationships and Personal Development in Construction 51

Unit 5: Prepare and Process Invitations to Tender in Construction 61

Unit 6: Prepare Estimates, Bids and Tenders in Construction 69

Unit 7: Prepare for, Collect, Analyse and Present Survey Data in Construction 79

Unit 8: Record the Condition of Property in Construction 87

Unit 9: Integrate and Control Project Design Information in Construction 95

Unit 10: Prepare Drawings and Schedules in Construction 103

Unit 11: Prepare for Work Operations in Construction 111

Unit 12: Implement Contract Work in Construction 119

Unit 13: Establish and Maintain the Dimensional Control of Construction Works 127

Unit 14: Prepare for and Carry Out Physical Testing in Construction 135

Unit 15: Assess, Plan, and Monitor Project Methods and Progress in Construction 143

Unit 16: Monitor, Maintain and Improve Supplies of Materials in Construction 155

Unit 17: Recommend and Monitor Supplies of Plant and Equipment in Construction 167

Unit 18: Prepare and Monitor Costs and Accounts in Construction 173

Unit 19: Prepare Proposals and Obtain Feedback for the Provision of Products and Services in Construction 183

12 Further information and useful publications 193

13 Professional development and training 194

14 Contact us 195

Annexe A: Assessment strategy 197

Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF) – Specification – Issue 1 – March 2014 © Pearson Education Limited 2014

1

Purpose of this specification

This specification sets out:

the objectives of the qualification

any other qualifications that a learner must have completed before taking the qualification

any prior knowledge, skills or understanding which the learner is required to have before taking the qualification

the combination of units that a learner must have completed before the qualification will be awarded and any pathways

any other requirements that a learner must have satisfied before they will be assessed or before the qualification will be awarded

the knowledge, skills and understanding that will be assessed as part of the qualification

the method of any assessment and any associated requirements relating to it

the criteria against which a learner’s level of attainment will be measured (such as assessment criteria)

assessment requirements and/or evidence requirements required as specified by the relevant Sector Skills Council/Standards Setting Body

assessment requirements/strategy as published by the relevant Sector Skills Council/Standards Setting Body

the Apprenticeship Framework in which the qualification is included, where appropriate.


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1 Introducing Pearson Edexcel NVQ/Competence-based qualifications

What are NVQ/Competence-based qualifications?

National Vocational Qualifications (NVQs) or Competence-based qualifications reflect the skills and knowledge needed to do a job effectively. They are work-based qualifications that give learners the opportunity to demonstrate their competence in the area of work or job role to which the qualification relates.

NVQs/Competence-based qualifications are outcomes-based with no fixed learning programme, allowing flexibility in their delivery to meet the individual learner’s needs. The qualifications are based on the National Occupational Standards (NOS) for the sector, which define what employees, or potential employees, must be able to do and know, and how well they should undertake work tasks and work roles.

Most NVQ/Competence-based qualifications form the competence component of Apprenticeship Frameworks. They are suitable for those in employment or those who are studying at college and have a part-time job or access to a substantial work placement.

Most learners will work towards their qualification in the workplace or in settings that replicate the working environment as specified in the assessment requirements/strategy for the sector. Colleges, training centres and/or employers can offer these qualifications provided they have access to appropriate physical and human resources.

There are three sizes of NVQ/Competence-based qualification in the QCF:

Award (1 to 12 credits)

Certificate (13 to 36 credits)

Diploma (37 credits and above).

Every unit and qualification in the QCF has a credit value.

The credit value of a unit specifies the number of credits that will be awarded to a learner who has met the learning outcomes of the unit.

The credit value of a unit is based on:

one credit for those learning outcomes achievable in 10 hours of learning

learning time – defined as the time taken by learners at the level of the unit, on average, to complete the learning outcomes of the unit to the standard determined by the assessment criteria.


3

2 Qualification summary and key information

Qualification title Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF)

QCF Qualification Number (QN) 601/2500/7

Qualification framework Qualifications and Credit Framework (QCF)

Regulation start date 10/01/2014

Operational start date 01/02/2014

Approved age ranges 16-18

19+

Please note that sector-specific requirements or regulations may prevent learners of a particular age from embarking on this qualification. Please refer to the assessment strategy.

Credit value 90-94

Assessment Portfolio of Evidence (internal assessment)

Guided learning hours 300-340

Grading information The qualification and units are graded pass/fail.

Entry requirements No prior knowledge, understanding, skills or qualifications are required before learners register for this qualification. However, centres must follow the Pearson Access and Recruitment Policy (see Section 9, Access and Recruitment).

Funding For details on funding availability, please check the Learning Aims Reference Service (LARS), which replaces the Learning Aim Reference Application (LARA).


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QCF Qualification Number and qualification title

Centres will need to use the QCF Qualification Number (QN) when they seek public funding for their learners. As well as a QN, each unit within a qualification has a QCF unit reference number (URN).

The qualification title, unit titles and QN will appear on each learner’s final certificate. Centres should tell learners this when recruiting them and registering them with Pearson. There is more information about certification in the Edexcel Information Manual, available on our website: www.edexcel.com.

Qualification objectives

The Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF) is for learners who work in, or, who want to work in the construction and built environment sector.

It gives learners the opportunity to:

demonstrate competence across a broad range of areas in the construction and built environment sector

develop knowledge and skills related to the construction and built environment sector

have existing skills recognised

achieve a nationally-recognised Level 3 qualification

develop their own personal growth and engagement in learning.

This qualification is appropriate for employees in the construction and built environment sector working at a technical level in disciplines such as estimating, buying, planning, surveying, site technical support and design co-ordination. 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.

Relationship with previous qualifications

This qualification supersedes 500/9292/3 Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF) as it has been updated in line with revisions to the National Occupational Standards (NOS) in Construction.

Apprenticeships

ConstructionSkills, the Skills Council for the construction industry, include the Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF) as the competence component for the Construction Technical and Professional Advanced Apprenticeship (Contracting Operations pathway). The Pearson BTEC Level 3 Extended Diploma in Construction and the Built Environment (QCF) is the knowledge component.

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Progression opportunities

Learners who gain greater occupational and management responsibility can progress to the Pearson Edexcel 6 NVQ Diploma in Construction Contracting Operations.

Industry support and recognition

This qualification is supported by ConstructionSkills. It is also recognised as contributing towards meeting the professional standards specified by Chartered Institute of Building (CIOB) and Institution of Civil Engineers (ICE). Professional recognition by these institutions is designed to increase the employability and progression opportunities available to learners.

Relationship with National Occupational Standards

This qualification is based on the National Occupational Standards (NOS) in Construction, which were set and designed by ConstructionSkills.


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3 Qualification structure

Pearson Edexcel Level 3 NVQ Diploma in Construction Contracting Operations (QCF)

This qualification includes seven pathways. Learners must complete one pathway (minimum 90 credits) to achieve the qualification.

Pathway 1–Estimating

Learners must complete all six mandatory units to obtain 82 credits and a minimum of one optional unit to obtain a minimum of 12 credits, giving a total minimum value of 94 credits.

Mandatory units–Estimating

Learners must complete all six units in this group to obtain 82 credits.

Unit Unit reference number

Mandatory units Level Credit Guided learning hours

1 H/504/7279 Operate health, safety and welfare systems in construction

3 12 40

2 H/504/7282 Prepare programmes and schedules of work in construction

3 16 70

3 K/504/7364 Operate project information systems in construction

3 10 40

4 R/504/7343 Develop and maintain working relationships and personal development in construction

3 12 30

5 K/504/7347 Prepare and process invitations to tender in construction

3 16 50

6 M/504/7348 Prepare estimates, bids and tenders in construction

3 16 50

Optional units–Estimating

Learners must complete a minimum of one unit in this group to obtain a minimum of 12 credits.


Optional units Level Credit Guided learning hours

7 Y/504/7344 Prepare for, collect, analyse and present survey data in construction

3 17 40

8 D/504/7345 Record the condition of property in construction

3 15 40

9 T/504/7366 Integrate and control project design information in construction

4 13 50


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10 H/504/7346 Prepare drawings and schedules in construction

3 16 60

11 T/505/9999 Prepare for work operations in construction

4 17 40

12 L/505/9992 Implement contract work in construction

4 16 40

13 M/504/7351 Establish and maintain the dimensional control of construction works

3 15 40

14 T/504/7352 Prepare for and carry out physical testing in construction

3 12 40

15 R/504/7424 Assess, plan and monitor project methods and progress in construction

4 15 40

16 D/505/9995 Monitor, maintain and improve supplies of materials in construction

3 15 40

17 J/505/9991 Recommend and monitor supplies of plant and equipment in construction

3 15 40

18 H/505/9996 Prepare and monitor costs and accounts in construction

4 15 50

19 H/504/7427 Prepare proposals and obtain feedback for the provision of products and services in construction

4 16 50


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Pathway 2–Buying


Mandatory units–Buying





3 12 40


3 16 70


3 10 40


3 12 30


3 15 40


3 15 40

Optional units–Buying





3 17 40


3 15 40


4 13 50


3 16 60


3 16 50


3 16 50


9




4 17 40


4 16 40


3 15 40


3 12 40


4 15 40


4 15 50


4 16 50


10

Pathway 3–Planning


Mandatory units–Planning





3 12 40


3 16 70


3 10 40


3 12 30


3 16 60


4 15 40

Optional units–Planning





3 17 40


3 15 40


4 13 50


3 16 50


3 16 50


4 17 40


4 16 40


11




3 15 40


3 12 40


3 15 40


3 15 40


4 15 50


4 16 50


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Pathway 4–Surveying

Learners must complete all five mandatory units to obtain 65 credits and a minimum of two optional units to obtain a minimum of 25 credits, giving a total minimum value of 90 credits.

Mandatory units–Surveying

Learners must complete all five units in this group to obtain 65 credits.




3 12 40


3 16 70


3 10 40


3 12 30


4 15 50

Optional units–Surveying

Learners must complete a minimum of two units in this group to obtain a minimum of 25 credits.




3 17 40


3 15 40


4 13 50


3 16 60


3 16 50


3 16 50


4 17 40


4 16 40


13




3 15 40


3 12 40


4 15 40


3 15 40


3 15 40


4 16 50


14

Pathway 5–Site Technical Support


Mandatory units–Site Technical Support





3 12 40


3 16 70


3 10 40


3 12 30


4 16 40


3 15 40

Optional units–Site Technical Support





3 17 40


3 15 40


4 13 50


3 16 60


3 16 50


3 16 50


4 17 40


15




3 12 40


4 15 40


3 15 40


3 15 40


4 15 50


4 16 50


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Pathway 6–Design Coordinator

Learners must complete all five mandatory units to obtain 63 credits and a minimum of two optional units to obtain a minimum of 27 credits, giving a total minimum value of 90 credits.

Mandatory units–Design Coordinator

Learners must complete all five units in this group to obtain 63 credits.




3 12 40


3 16 70


3 10 40


3 12 30


4 13 50

Optional units–Design Coordinator

Learners must complete a minimum of two units in this group to obtain a minimum of 27 credits.




3 17 40


3 15 40


3 16 60


3 16 50


3 16 50


4 17 40


4 16 40


3 15 40


17




3 12 40


4 15 40


3 15 40


3 15 40


4 15 50


4 16 50


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Pathway 7–General

Learners must complete all four mandatory units to obtain 50 credits and a minimum of three optional units to obtain a minimum of 40 credits, giving a total minimum value of 90 credits.

Mandatory units–General

Learners must complete all four units in this group to obtain 50 credits.




3 12 40


3 16 70


3 10 40


3 12 30

Optional units–General

Learners must complete a minimum of three units in this group to obtain a minimum of 40 credits.




3 17 40


3 15 40


4 13 50


3 16 60


3 16 50


3 16 50


4 17 40


4 16 40


3 15 40


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3 12 40


4 15 40


3 15 40


3 15 40


4 15 50


4 16 50


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4 Assessment

This qualification is assessed through an externally verified Portfolio of Evidence that consists of evidence gathered during the course of the learner’s work.

To achieve a pass for the full qualification, the learner must achieve all the required units in the stated qualification structure. Each unit has specified learning outcomes and assessment criteria. To pass each unit the learner must:

achieve all the specified learning outcomes

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

prove that the evidence is their own.

The learner must have an assessment record that identifies the assessment criteria that have been met, and it should be cross-referenced to the evidence provided. The assessment record should include details of the type of evidence and the date of assessment. The unit specification or suitable centre documentation can be used to form an assessment record.

It is important that the evidence provided to meet the assessment criteria of the unit and learning outcomes 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.

Learners can provide evidence of occupational competence 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 programme, whether at or away from the workplace. The evidence provided must meet the requirements of the Sector Skills Council’s assessment requirements/strategy

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 development. They must submit sufficient, reliable, authentic and valid evidence for assessment. Evidence submitted based on RPL should provide confidence that the same level of skill/understanding/knowledge exists at the time of claim as existed at the time the evidence was produced. RPL is acceptable for accrediting a unit, several units, or a whole qualification

a combination of these.

Further guidance is available in the policy document Recognition of Prior Learning Policy, available on the Edexcel website


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Assessment strategy

The assessment strategy for this qualification has been included in Annexe A. It sets out the overarching assessment principles and the framework for assessing the qualification to ensure that it remains valid and reliable. It has been developed by ConstructionSkills in partnership with employers, training providers, awarding organisations and the regulatory authorities.

Types of evidence

To achieve a unit, the learner must gather evidence that shows that they have met the required standard specified in the assessment criteria, as well as the requirements of the ConstructionSkills assessment strategy. As stated in the assessment strategy, the evidence for this qualification can take a variety of forms as indicated below:

direct observation of the learner’s performance by their assessor (O)

outcomes from oral or written questioning (Q&A)

products of the learner’s work (P)

personal statements and/or reflective accounts (RA)

outcomes from simulation, where permitted by the assessment strategy (S)

professional discussion (PD)

assignment, project/case studies (A)

authentic statements/witness testimony (WT)

expert witness testimony (EPW)

evidence of Recognition of Prior Learning (RPL).

Learners can use the abbreviations for cross-referencing purposes in their portfolios.

Learners can also use one piece of evidence to prove their knowledge, skills and understanding across different assessment criteria and/or across different units. It is not necessary for learners to have each assessment criterion assessed separately. They should be encouraged to reference evidence to the relevant assessment criteria. Evidence must be available to the assessor, internal verifier and Pearson standards verifier.

Any specific evidence requirements for individual units are stated in the unit introduction for the units in Section 11.

There is further guidance about assessment on our website. Please see Section 12 for details.

Credit transfer

Credit transfer describes the process of using a credit or credits awarded in the context of a different qualification or awarded by a different awarding organisation towards the achievement requirements of another qualification. All awarding organisations recognise the credits awarded by all other awarding organisations that operate within the QCF.


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If learners achieve credits with other awarding organisations, they do not need to retake any assessment for the same units. The centre must keep evidence of unit achievement.


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5 Centre resource requirements

As part of the approval process, centres must make sure that the resource requirements below are in place before offering the qualification.

General resource requirements

Centres must have the appropriate physical resources to support both the delivery and assessment of the qualification. For example, a workplace in line with industry standards, or a Realistic Working Environment (RWE), where permitted, as specified in the assessment strategy for the sector, equipment, IT, learning materials, teaching rooms.

Where permitted, RWE must offer the same conditions as the normal day-to-day working environment, with a similar range of demands, pressures and requirements for cost-effective working.

Centres must meet any specific human and physical resource requirements outlined in the assessment strategy in Annexe A. Staff assessing learners must meet the occupational competence requirements within the overarching assessment strategy for the sector.

There must be systems in place to ensure the continuing professional development for staff delivering the qualification.

Centres must have appropriate health and safety policies, procedures and practices in place for the delivery of the qualification.

Centres must deliver the qualification in accordance with current equality legislation. For further details on Pearson’s commitment to the Equality Act 2010, please see Section 9, Access and recruitment and Section 10, Access to qualifications for learners with disabilities or specific needs. For full details on the Equality Act 2010, please go to the www.legislation.gov.uk

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6 Centre recognition and approval

Centre recognition

Centres that have not previously offered Pearson Edexcel accredited vocational qualifications need to apply for and be granted centre recognition and approval as part of the process for approval to offer individual qualifications.

Existing centres will be given ‘automatic approval’ for a new qualification if they are already approved for a qualification that is being replaced by a new qualification and the conditions for automatic approval are met.

Guidance on seeking approval to deliver Pearson Edexcel vocational qualifications is available at www.pearsonwbl.edexcel.com/qualifications-approval.

Approvals agreement

All centres are required to enter into an approval agreement, which is a formal commitment by the head or principal of a centre, to meet all the requirements of the specification and any associated codes, Conditions or regulations. Pearson 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.

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7 Quality assurance of centres

Quality assurance is at the heart of vocational qualifications. Centres will internally assess NVQs/Competence-based qualifications using internal quality assurance procedures to ensure standardisation of assessment across all learners. Pearson uses external quality assurance procedures to check that all centres are working to national standards. It gives us the opportunity to identify and provide support, if needed, to safeguard certification. It also allows us to recognise and support good practice.

For the qualifications in this specification, the Pearson quality assurance model is as described below.

Centres offering Pearson Edexcel NVQs/Competence-based qualifications will usually receive two standards verification visits per year (a total of two days per year). The exact frequency and duration of standards verifier visits must reflect the centre’s performance, taking account of the number:

of assessment sites

and throughput of learners

and turnover of assessors

and turnover of internal verifiers.

For centres offering a full Pearson BTEC Apprenticeship (ie all elements of the Apprenticeship are delivered with Pearson through registration of learners on a Pearson BTEC Apprenticeship framework) a single standards verifier will be allocated to verify all elements of the Pearson BTEC Apprenticeship programme. If a centre is also offering stand-alone NVQs/Competence-based qualifications in the same sector as a full Pearson BTEC Apprenticeship, the same standards verifier will be allocated.

In order for certification to be released, confirmation is required that the National Occupational Standards (NOS) for assessment, verification and for the specific occupational sector are being consistently met.

Centres are required to declare their commitment to ensuring quality and to providing appropriate opportunities for learners that lead to valid and accurate assessment outcomes.

For further details, please go to the UK NVQ Quality Assurance Centre Handbook on our website, at www.edexcel.com/quals/NVQ-competence-based-qcf/delivering-NVQs/Pages/Quality-assurance.aspx and the Edexcel NVQs, SVQs and competence-based qualifications – Delivery Requirements and Quality Assurance Guidance on our website, at www.edexcel.com/quals/NVQ-competence-based-qcf/Pages/Key-documents.aspx.

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8 Programme delivery

Centres are free to offer the qualifications using any mode of delivery (for example full-time, part-time, evening only, distance learning,) that meets learners’ needs. However, centres must make sure that learners have access to the resources identified in the specification and to the sector specialists delivering and assessing the units. Centres must have due regard to Pearson’s policies that may apply to different modes of delivery.

Those planning the programme should aim to address the occupational nature of the qualification by:

engaging with learners, initially, through planned induction, and subsequently through the involvement of learners in planning for assessment opportunities

using naturally occurring workplace activities and products to present evidence for assessment against the requirements of the qualification

developing a holistic approach to assessment by matching evidence to different assessment criteria, learning outcomes and units, as appropriate, thereby reducing the assessment burden on learners and assessors

taking advantage of suitable digital methods to capture evidence.


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9 Access and recruitment

Pearson’s policy regarding access to its qualifications is that:

they should be available to everyone who is capable of reaching the required standards

they should be free from any barriers that restrict access and progression

there should be equal opportunities for all wishing to access the qualifications.

Centres must ensure that their learner recruitment process is conducted with integrity. This includes ensuring that applicants have appropriate information and advice about the qualification to ensure that it will meet their needs.

Centres should review applicants’ prior qualifications and/or experience, considering whether this profile shows that they have the potential to achieve the qualification.

For learners with disabilities and specific needs, this review will need to take account of the support available to them during the delivery and assessment of the qualification. The review must take account of the information and guidance in Section 10 Access to qualifications for learners with disabilities or specific needs.


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10 Access to qualifications for learners with disabilities or specific needs

Equality and fairness are central to our work. Pearson’s Equality Policy requires that all learners should have equal opportunity to access our qualifications and assessments and that our qualifications are awarded in a way that is fair to every learner.

We are committed to making sure that:

learners with a protected characteristic (as defined by the Equality Act 2010) are not, when they are undertaking one of our qualifications, disadvantaged in comparison to learners who do not share that characteristic

all learners achieve the recognition they deserve from undertaking a qualification and that this achievement can be compared fairly to the achievement of their peers.

Learners taking a qualification can be assessed in British sign language or Irish sign language where it is permitted for the purpose of reasonable adjustments.

Further information regarding access arrangements can be found in the Joint Council for Qualifications (JCQ) document Access Arrangements, Reasonable Adjustments and Special Consideration for General and Vocational qualifications.

Details on how to make adjustments for learners with protected characteristics are given in the document Pearson Supplementary Guidance for Reasonable Adjustment and Special Consideration in Vocational Internally Assessed Units.

Both documents are on our website at: www.edexcel.com/policies.

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11 Unit format

Each unit has the following sections.

Unit title

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

Unit reference number

Each unit is assigned a unit reference number that appears with the unit title on the Register of Regulated Qualifications.

QCF level

All units and qualifications within the QCF have a level assigned to them. There are nine levels of achievement, from Entry to Level 8. The QCF Level Descriptors inform the allocation of the level.

Credit value

All units have a credit value. When a learner achieves a unit, they gain the specified number of credits. The minimum credit value is 1 and credits can be awarded in whole numbers only.

Guided learning hours

Guided learning hours are the times when a tutor, trainer or facilitator is present to give specific guidance towards the learning aim for a programme. This definition includes workplace guidance to support the development of practical job-related skills, tutorials and supervised study in, for example, open learning centres and learning workshops. It also includes the time spent by staff assessing learners’ achievements, for example in the assessment of competence for NVQs/Competence-based qualifications.

Unit summary

This gives a summary of the purpose of the unit.

Unit assessment requirements/evidence requirements

The SSC sets the assessment/evidence requirements. Learners must provide evidence according to each of the requirements stated in this section.


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Learning outcomes

The learning outcomes of a unit set out what a learner knows, understands or is able to do as the result of a process of learning.

Assessment criteria

The assessment criteria specify the standard required by the learner to achieve the learning outcome.


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Unit 1: Operate Health, Safety and Welfare Systems in Construction

Unit reference number: H/504/7279

QCF level: 3

Credit value: 12

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 encourage a culture of health, safety and welfare and carry out inductions. You will need to check systems regularly, report/record information, identify possible improvements and make recommendations for improvement. 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.


The following ranges apply.

Learning outcomes 1 and 2

Workplace:

o office

o workshop

o factory

o warehouse

o construction sites including public areas (e.g. buildings, roads, motorways, railways and all infrastructure projects)

Induct:

o health and safety responsibilities

o health, safety and welfare equipment and resources

o risk control procedures/method statements

o first-aid arrangements

o site, construction and installation operations

o health and safety plans


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People:

o workforce

o visitors

o public

o non-English speaking workforce

Health, safety and welfare equipment and resources:

o protective clothing

o protective equipment

o first-aid facilities and arrangements

o welfare facilities

o storage and security of materials and equipment

o accident and incident reporting

o firefighting equipment

o provision of health, safety and welfare training


Hazards:

o falls from height

o slips, trips and falls (same level)

o hit by falling or moving objects

o manual handling

o health issues

o power sources

o hazardous substances

o trapped by something collapsing or overturning

o confined spaces

o fire

Workplace:

o office

o workshop

o factory

o warehouse

o construction sites including public areas (e.g. buildings, roads, motorways, railways and all infrastructure projects)


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Factors:

o injure people

o cause ill health

o long-term health condition

o damage property

o adversely affect the man-made and built environment

o cost

Assess:

o likelihood of occurrence

o severity of harm or damage incurred

Risks:

o high

o medium

o low

Principles of prevention and protection:

o eliminate risk

o control at source

o cumulative/collective protection

o manage risk

o personal protection equipment

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

the Additional Requirements for Qualifications using the title NVQ in QCF

the ConstructionSkills Consolidated Assessment Strategy for Construction and the Built Environment.

Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.

Workplace evidence of skills cannot be simulated.

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

34

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Tak

e re

sponsi

bili

ty f

or

per

sonal

hea

lth a

nd s

afet

y in

the

work

pla

ce

1.2

Enco

ura

ge

a cu

lture

of

hea

lth,

safe

ty a

nd w

elfa

re w

hils

t in

the

work

pla

ce a

nd iden

tify

and r

ecom

men

d o

pport

unitie

s fo

r im

pro

ving t

he

hea

lth a

nd s

afet

y of

the

work

envi

ronm

ent

1.3

In

duct

peo

ple

and c

hec

k th

at t

hey

hav

e ap

pro

priat

e co

mpet

ence

ce

rtific

atio

n a

nd a

re m

onitore

d w

hils

t in

the

work

pla

ce

1.4

Ensu

re t

hat

hea

lth,

safe

ty a

nd w

elfa

re e

quip

men

t an

d r

esourc

es

are

mai

nta

ined

to m

eet

stat

uto

ry r

equirem

ents

1.5

Com

ply

with s

yste

ms

whic

h m

eet

stat

uto

ry r

equirem

ents

for

iden

tify

ing a

nd r

educi

ng h

azar

ds

and r

eport

ing a

ccid

ents

and

emer

gen

cies

and p

reve

nt

recu

rren

ces

1.6

Chec

k an

d e

nsu

re c

om

plia

nce

with h

ealth,

safe

ty a

nd w

elfa

re

syst

ems

regula

rly,

in a

ccord

ance

with s

tatu

tory

and p

roje

ct

requirem

ents

1

Be

able

to o

per

ate

hea

lth,

safe

ty a

nd

wel

fare

sys

tem

s in

th

e w

ork

pla

ce

1.7

M

ake

reco

mm

endat

ions

for

impro

ving t

he

work

envi

ronm

ent

clea

rly

and p

rom

ptly

to s

take

hold

ers

and r

eport

work

pla

ce

conditio

ns

and s

ituat

ions

whic

h d

o n

ot

com

ply

with s

tatu

tory

an

d p

roje

ct r

egula

tions

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

2.1

Eva

luat

e how

to t

ake

resp

onsi

bili

ty f

or

per

sonal

hea

lth a

nd

safe

ty in t

he

work

pla

ce

2.2

Exp

lain

how

to e

nco

ura

ge

a cu

lture

of

hea

lth,

safe

ty a

nd w

elfa

re

whils

t in

the

work

pla

ce

2.3

Exp

lain

how

to induct

peo

ple

and c

hec

k th

at p

eople

are

cer

tified

an

d m

onitore

d w

hils

t in

the

work

pla

ce

2.4

Exp

lain

how

to e

nsu

re t

hat

hea

lth,

safe

ty a

nd w

elfa

re e

quip

men

t an

d r

esourc

es a

re m

ainta

ined

to

mee

t st

atuto

ry r

equirem

ents

2.5

Exp

lain

how

to c

om

ply

with s

yste

ms

whic

h m

eet

stat

uto

ry

requirem

ents

for

iden

tify

ing a

nd r

educi

ng h

azar

ds

and r

eport

ing

acci

den

ts a

nd e

mer

gen

cies

and p

reve

nting r

ecurr

ence

s

2.6

Exp

lain

how

to c

hec

k an

d e

nsu

re c

om

plia

nce

with h

ealth,

safe

ty

and w

elfa

re s

yste

ms

regula

rly,

in a

ccord

ance

with s

tatu

tory

and

pro

ject

req

uirem

ents

2.7

D

escr

ibe

what

to iden

tify

as

spec

ial w

ork

pla

ce c

onditio

ns

whic

h

do n

ot

com

ply

with r

egula

tions

2.8

Pr

opose

how

to m

ake

reco

mm

endat

ions

for

impro

ving t

he

work

en

viro

nm

ent

clea

rly

and p

rom

ptly

to s

take

hold

ers

2.9

Pr

opose

how

to r

ecom

men

d o

pport

unitie

s fo

r im

pro

ving t

he

hea

lth a

nd s

afet

y of

the

work

pla

ce e

nvi

ronm

ent

2

Under

stan

d h

ow

to

oper

ate

hea

lth,

safe

ty a

nd w

elfa

re

syst

ems

in t

he

work

pla

ce

2.1

0

Exp

lain

how

to r

eport

work

pla

ce c

onditio

ns

and s

ituat

ions

whic

h

do n

ot

com

ply

with s

tatu

tory

and p

roje

ct r

egula

tions

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

3.1

Id

entify

the

haz

ards

in t

he

work

pla

ce a

risi

ng f

rom

work

pro

duct

s, p

roce

sses

and e

quip

men

t

3.2

O

bta

in a

nd r

ecei

ve a

ccura

te info

rmat

ion o

n a

ny

fact

ors

rel

atin

g

to t

he

haz

ards

3.3

Ass

ess

the

signific

ance

of

the

haz

ards

3.4

Apply

the

princi

ple

s of

pre

vention a

nd p

rote

ctio

n

3.5

Id

entify

the

resi

dual

ris

ks

3

Be

able

to iden

tify

haz

ards

and a

sses

s risk

s in

the

work

pla

ce

3.6

Chec

k th

at r

esultin

g info

rmat

ion o

n s

ignific

ant

resi

dual

ris

ks is

pro

vided

to t

he

appro

priat

e peo

ple

4.1

D

escr

ibe

what

to iden

tify

as

the

haz

ards

in t

he

work

pla

ce a

risi

ng

from

work

pro

duct

s, p

roce

sses

and e

quip

men

t

4.2

Exp

lain

how

to o

bta

in a

ccura

te info

rmat

ion o

n a

ny

fact

ors

re

lating t

o t

he

haz

ards

4.3

Exa

min

e how

to a

sses

s th

e si

gnific

ance

of

the

haz

ards

4.4

Exp

lain

how

to a

pply

the

princi

ple

s of

pre

vention a

nd p

rote

ctio

n

4.5

D

escr

ibe

how

to iden

tify

the

resi

dual

ris

ks

4

Under

stan

d h

ow

to

iden

tify

haz

ards

and a

sses

s risk

s in

th

e w

ork

pla

ce

4.6

Exp

lain

how

to c

hec

k th

at info

rmat

ion o

n s

ignific

ant

resi

dual

risk

s is

pro

vided

to t

he

appro

priat

e peo

ple

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


37

Unit 2: Prepare Programmes and Schedules of Work in Construction


QCF level: 3

Credit value: 16


Unit summary

This unit is about obtaining, confirming, recording, storing, using and presenting information. You will need to identify the information you require and ensure that it is accurate, reliable and effective and that it also meets organisational and legal requirements.

You will need to ensure that systems and procedures are suitable, comply with organisational and legal requirements and allow authorised access. You will need to identify possible improvements, either personally or with team members, and make recommendations for improvement.

You will need to identify and agree project requirements. You will need to identify unrealistic project requirements, decide on alternatives, and summarise and present the project requirements. You will need to produce detailed accurate schedules, allowing for anticipated contingencies in an appropriate agreed format.




Sources of information:

o people within your organisation

o people outside your organisation

o internal information systems

o published media

o specially commissioned research

o valid personal experience

Types of information:

o quantitative

o qualitative


38

Methods of obtaining information:

o listening and watching

o reading

o spoken questioning

o written questioning

o formal research conducted personally

o formal research conducted by third parties

Decisions:

o affecting operational performance

o affecting organisational policy


Project stakeholders:

o the client

o design consultants

o line management

o potential contractors

o potential subcontractors and suppliers

o independent client advisers

o user groups

o funding agencies

o special interest groups

o local community

Goals and objectives

o quantity

o design quality

o build quality

o cost

o time

o development

o improvement

o fitness for purpose

o whole-life costs

o use/adaptability

o health, safety and welfare

o economic impacts


39

o community impacts

o environmental impact

o security

o conservation impact

Clarify the project stakeholders’ requirements by:

o reference to standard documentation

o checklists

o client consultation

o questionnaires

o comparative field research

o market research

o technical requirements

o client requirements

o insurance risk impact

o project management plan

Constraints and risks:

o cost

o time

o resources

o health and safety

o the environment

o technical


Scope of work:

o time

o cost

o quality objectives


40

Services:

o design (including management services)

o materials

o construction (e.g. buildings, roads, motorways, railways and all infrastructure projects)

o plant and equipment

o people

o manufacture

Present:

o orally

o in writing

o graphically

o electronically






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

41

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Id

entify

the

types

of

info

rmat

ion y

ou n

eed t

o m

ake

the

required

dec

isio

ns

1.2

Ensu

re t

hat

your

sourc

es o

f in

form

atio

n a

re r

elia

ble

and

suff

icie

ntly

wid

e-ra

ngin

g t

o m

eet

your

info

rmat

ion n

eeds

1.3

Ensu

re t

hat

your

met

hods

of

obta

inin

g info

rmat

ion a

re r

elia

ble

, ef

fect

ive

and m

ake

effici

ent

use

of

reso

urc

es

1.4

Ensu

re t

hat

your

met

hods

of

obta

inin

g info

rmat

ion a

re

consi

sten

t w

ith o

rgan

isat

ional

val

ues

, polic

ies

and leg

al

requirem

ents

1.5

Ensu

re t

hat

the

info

rmat

ion y

ou o

bta

in is

accu

rate

, re

leva

nt

and

suffic

ient

to a

llow

you

to t

ake

dec

isio

ns

1

Be

able

to o

bta

in

the

info

rmat

ion

nee

ded

to t

ake

critic

al d

ecis

ions

1.6

Ensu

re t

hat

wher

e in

form

atio

n is

inad

equat

e, c

ontr

adic

tory

or

ambig

uous,

you t

ake

pro

mpt

and e

ffec

tive

act

ion t

o d

eal w

ith

this

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

42

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

2.1

D

escr

ibe

how

to iden

tify

the

info

rmat

ion y

ou n

eed t

o m

ake

the

required

dec

isio

ns

2.2

Exp

lain

how

to e

nsu

re t

hat

your

sourc

es o

f in

form

atio

n a

re

relia

ble

and s

uffic

iently

wid

e-ra

ngin

g t

o m

eet

your

info

rmat

ion

nee

ds

2.3

Exp

lain

how

to e

nsu

re t

hat

your

met

hods

of

obta

inin

g

info

rmat

ion a

re r

elia

ble

, ef

fect

ive

and m

ake

effici

ent

use

of

reso

urc

es

2.4

Exp

lain

how

to e

nsu

re t

hat

your

met

hods

of

obta

inin

g

info

rmat

ion a

re c

onsi

sten

t w

ith o

rgan

isat

ional

val

ues

, polic

ies

and leg

al a

nd e

thic

al r

equirem

ents

2.5

Exp

lain

how

to e

nsu

re t

hat

the

info

rmat

ion y

ou o

bta

in is

accu

rate

, re

leva

nt

and s

uffic

ient

to a

llow

you

to t

ake

dec

isio

ns

2

Under

stan

d h

ow

to

obta

in t

he

info

rmat

ion n

eeded

to

tak

e cr

itic

al

dec

isio

ns

2.6

Exp

lain

how

to e

nsu

re t

hat

wher

e in

form

atio

n is

inad

equat

e,

contr

adic

tory

or

ambig

uous

that

you t

ake

pro

mpt

and a

nd

effe

ctiv

e ac

tion t

o d

eal w

ith t

his

3.1

Confirm

with d

ecis

ion m

aker

s th

eir

imm

edia

te g

oal

s an

d

obje

ctiv

es o

f pro

ject

sta

kehold

ers

3.2

Id

entify

the

funct

ion a

nd p

erfo

rman

ce r

equirem

ents

for

the

pro

ject

3

Be

able

to c

onfirm

pro

ject

re

quirem

ents

3.3

Cla

rify

the

pro

ject

sta

kehold

ers'

req

uirem

ents

, th

e options

avai

lable

and t

he

const

rain

ts a

nd r

isks

whic

h m

ight

apply

to t

he

pro

ject

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

43

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

Id

entify

pro

ject

req

uirem

ents

and s

take

hold

ers'

req

uirem

ents

w

hic

h d

o n

ot

appea

r to

be

real

istic

and iden

tify

val

id o

ption

3.5

Sum

mar

ise

the

pro

ject

req

uirem

ents

in o

rder

to p

repar

e a

work

sc

hed

ule

4.1

Exp

lain

how

to c

onfirm

with d

ecis

ion m

aker

s th

eir

imm

edia

te

goal

s an

d o

bje

ctiv

es o

f pro

ject

sta

kehold

ers

4.2

D

escr

ibe

what

to iden

tify

as

the

funct

ion a

nd p

erfo

rman

ce

requirem

ents

for

the

pro

ject

4.3

Exp

lain

how

to c

larify

the

pro

ject

sta

kehold

ers'

req

uirem

ents

, th

e options

avai

lable

and t

he

const

rain

ts a

nd r

isks

whic

h m

ight

apply

to t

he

pro

ject

4.4

D

escr

ibe

what

to iden

tify

as

pro

ject

req

uirem

ents

and

stak

ehold

ers'

req

uirem

ents

whic

h d

o n

ot

appea

r to

be

real

istic

and v

alid

option

4

Under

stan

d h

ow

to

confirm

pro

ject

re

quirem

ents

4.5

Exp

lain

how

to s

um

mar

ise

the

pro

ject

req

uirem

ents

in o

rder

to

pre

par

e a

work

sch

edule

5.1

Pr

oduce

det

aile

d s

ched

ule

s of

work

whic

h a

re a

ccura

te,

and

conta

in a

sta

tem

ent

of

the

scope

of

work

and t

he

serv

ices

nee

ded

5.2

Est

imat

e an

d o

bta

in t

he

work

conte

nt

and t

ime

dura

tion

accu

rate

ly in c

onsu

ltat

ion w

ith o

ther

s

5.3

Pl

an t

he

sched

ule

s of

work

so t

hat

they

are

ach

ieva

ble

with t

he

reso

urc

es a

vaila

ble

5

Be

able

to p

repar

e a

work

sch

edule

5.4

Cal

cula

te a

ppro

priat

e an

d r

ealis

tic

allo

wan

ces

to m

eet

antici

pat

ed c

ontingen

cies

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

44

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

5.5

D

raft

the

sched

ule

s of

work

in a

form

at w

hic

h is

appro

priat

e to

th

e ty

pe

and s

cope

of

the

work

5.6

Pr

esen

t in

form

atio

n c

lear

ly a

nd a

ccura

tely

and r

each

agre

emen

t usi

ng a

sty

le a

nd a

ppro

ach w

hic

h m

ainta

ins

goodw

ill a

nd t

rust

6.1

Exp

lain

how

to p

roduce

sch

edule

s of

work

conta

inin

g t

he

scope

of

the

work

and t

he

serv

ices

6.2

Exa

min

e how

to e

stim

ate

and o

bta

in t

he

work

conte

nt

and t

ime

dura

tion

6.3

Pr

opose

how

to p

lan t

he

sched

ule

s of

work

6.4

Exp

lain

how

to c

alcu

late

allo

wan

ces

to m

eet

antici

pat

ed

contingen

cies

6.5

Eva

luat

e how

to d

raft

the

sched

ule

s of

work

6.6

Exp

lain

how

to p

rese

nt

info

rmat

ion

6

Under

stan

d h

ow

to

pre

par

e a

work

sc

hed

ule

6.7

Eva

luat

e how

to r

each

agre

emen

t usi

ng a

sty

le a

nd a

ppro

ach

whic

h m

ainta

ins

goodw

ill a

nd t

rust

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


45

Unit 3: Operate Project Information Systems in Construction

Unit reference number: K/504/7364

QCF level: 3

Credit value: 10


Unit summary

This unit is about the operating of a project information system in accordance with agreed procedures. You will need to record, collate and store the information and offer guidance to users of the system. You will also need to keep records up to date by archiving any redundant information.




Requirements:

o scope

o contents

o users

o operation

o maintenance

o classification system

o legal controls (e.g. Data Protection Act, patents, regulations, copyright law)

Project information storage systems:

o paper based (e.g. manual files, technical library)

o photo reduced (e.g. microfiche)

o electronic (e.g. computer database, CD ROM, on-line)


46

Types of information:

o providers

o product documentation

o standard drawings

o specifications

o technical books

o product information

o government and statutory publications

o research and advisory data

o reports

o periodicals

o abstracts

o samples

o project documentation

o organisational documentation (e.g. pro forma)

o published information

Commission the technical information system:

o company devised

o commercial information service

Classify by:

o project file

o alphanumeric

o organisational system

Use of the technical information storage system:

o technical reference

o current record

o archive record

o knowledge management

o personal development (including Continuing Professional Development)

o access controls


47






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

48

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia d

eter

min

e th

e st

andar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Confirm

the

requirem

ents

for

pro

ject

info

rmat

ion s

tora

ge

syst

ems

1.2

Confirm

and a

gre

e va

lid p

roce

dure

s fo

r obta

inin

g,

sele

ctin

g,

clas

sify

ing a

nd r

ecord

ing info

rmat

ion

1.3

Ass

ess

the

rele

vance

of

info

rmat

ion a

nd c

lass

ify

the

rele

vant

info

rmat

ion u

sing t

he

agre

ed s

yste

m

1.4

Rec

ord

info

rmat

ion a

ccura

tely

and s

tore

it

usi

ng t

he

agre

ed

pro

cedure

s

1.5

Colla

te info

rmat

ion a

nd o

rgan

ise

it into

a s

uitab

le f

orm

for

dis

pla

y an

d u

se

1.6

Advi

se a

nd o

ffer

guid

ance

to p

eople

who a

re u

nab

le t

o f

ind t

he

info

rmat

ion t

hey

nee

d a

nd s

ugges

t al

tern

ativ

e so

urc

es

1.7

O

per

ate

the

pro

ject

info

rmat

ion s

yste

m b

y fo

llow

ing p

roce

dure

s w

hic

h h

ave

bee

n a

gre

ed s

o t

hat

the

pro

ject

info

rmat

ion s

yste

m

rem

ains

relia

ble

and s

ecure

1.8

Set

up a

nd o

per

ate

appro

priat

e an

d v

alid

pro

cedure

s fo

r m

ainta

inin

g u

p-t

o-d

ate

info

rmat

ion,

rem

ove

info

rmat

ion w

hic

h

is n

ot

nee

ded

and a

rchiv

e re

dundan

t in

form

atio

n

1

Be

able

to o

bta

in

and e

valu

ate

feed

bac

k in

form

atio

n

1.9

Id

entify

and r

etriev

e, s

um

mar

ise

and d

isse

min

ate

info

rmat

ion

whic

h m

ight

be

of

use

to o

ther

s

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

49

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

2.1

Exp

lain

how

to c

onfirm

the

requirem

ents

for

pro

ject

info

rmat

ion

stora

ge

syst

ems

2.2

Exp

lain

how

to c

onfirm

val

id p

roce

dure

s fo

r obta

inin

g,

sele

ctin

g,

clas

sify

ing a

nd r

ecord

ing info

rmat

ion

2.3

Eva

luat

e how

to a

gre

e va

lid p

roce

dure

s fo

r obta

inin

g,

sele

ctin

g,

clas

sify

ing a

nd r

ecord

ing info

rmat

ion

2.4

Exa

min

e how

to a

sses

s th

e re

leva

nce

of

info

rmat

ion a

nd c

lass

ify

the

rele

vant

info

rmat

ion u

sing t

he

agre

ed s

yste

m

2.5

Exp

lain

how

to r

ecord

info

rmat

ion a

ccura

tely

and s

tore

it

usi

ng

the

agre

ed p

roce

dure

s

2.6

Exp

lain

how

to c

olla

te info

rmat

ion a

nd o

rgan

ise

it into

a s

uitab

le

form

for

dis

pla

y an

d u

se

2.7

Pr

opose

how

to a

dvi

se a

nd o

ffer

guid

ance

to p

eople

who a

re

unab

le t

o f

ind t

he

info

rmat

ion t

hey

nee

d a

nd s

ugges

t al

tern

ativ

e so

urc

es

2.8

Exp

lain

how

to o

per

ate

the

pro

ject

info

rmat

ion s

yste

m b

y fo

llow

ing p

roce

dure

s w

hic

h h

ave

bee

n a

gre

ed s

o t

hat

the

pro

ject

in

form

atio

n s

yste

m r

emai

ns

relia

ble

and s

ecure

2.9

Pr

opose

how

to s

et u

p a

nd o

per

ate

appro

priat

e an

d v

alid

pro

cedure

s fo

r m

ainta

inin

g u

p-t

o-d

ate

info

rmat

ion

2.1

0

Exp

lain

how

to o

per

ate

appro

priat

e an

d v

alid

pro

cedure

s fo

r m

ainta

inin

g u

p-t

o-d

ate

info

rmat

ion a

nd r

emove

info

rmat

ion

whic

h is

not

nee

ded

and a

rchiv

e re

dundan

t in

form

atio

n

2

Under

stan

d h

ow

to

obta

in a

nd

eval

uat

e fe

edbac

k in

form

atio

n

2.1

1

Des

crib

e w

hat

to iden

tify

as

info

rmat

ion w

hic

h m

ight

be

of

use

to

oth

ers

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

50

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

2.1

2

Exp

lain

how

to r

etriev

e, s

um

mar

ise

and d

isse

min

ate

info

rmat

ion

whic

h m

ight

be

of

use

to o

ther

s

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


51

Unit 4: Develop and Maintain Working Relationships and Personal Development in Construction

Unit reference number: R/504/7343

QCF level: 3

Credit value: 12


Unit summary

This unit is about developing and maintaining working relationships with colleagues, team members, your manager and others. It is also about you optimising your own performance and undertaking 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 set and prioritise your own objectives and realistically plan your work activities allowing for unforeseen circumstances and delegating where appropriate. You will need to make decisions, minimise disruptions, obtain further information as needed and regularly review progress, rescheduling as necessary.

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.




Working relationships:

o formal (project and regulatory)

o informal


52

People:

o technical

o non-technical

o authority

o local community

Promote goodwill and trust:

o demonstrating a duty of care

o ethical relationships

o professional independence

o honouring promises and undertakings

o honest relationships

o constructive relationships

o equal opportunities

o encouraging diversity

Inform, offer advice and present:

o orally

o in writing

o using graphics

o electronically

Work activities:

o progress

o results

o achievements

o risks

o opportunities

o proposals and their impact

o potential problems

o resolving problems


Organisational constraints:

o organisational objectives

o organisational policies

o resources


53

Delegate to:

o team members

o colleagues working at the same level as yourself

o people outside your organisation


Aims and objectives:

o intellectual challenge

o need for updating

o need to provide evidence of maintenance of vocational competence

o preparation for career development

o compliance with employer and professional requirements

o organisational credibility

Personal development:

o maintenance of existing competence

o improvements to existing competence

o development of new competence

Sources of support and guidance:

o national/industry bodies

o professional institutions

o education and training providers

o in house

Standards of competence:

o job descriptions and personal specification

o professional institution requirements

o National Occupational Standards

o industry standards (e.g. card schemes and best practice)


54

Development activities:

o formal courses

o work experience

o personal study

o work shadowing/secondments

o mentoring

o developing personal networks

Development plan includes:

o priorities

o target dates

o development activities






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

55

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

D

evel

op a

nd m

ainta

in w

ork

ing r

elat

ionsh

ips

with p

eople

whic

h

pro

mote

goodw

ill a

nd t

rust

1.2

In

form

peo

ple

about

work

act

ivitie

s in

an a

ppro

priat

e le

vel of

det

ail an

d w

ith a

n a

ppro

priat

e deg

ree

of

urg

ency

1.3

O

ffer

advi

ce a

nd h

elp t

o p

eople

about

work

act

ivitie

s w

ith

sensi

tivi

ty

1

Be

able

to d

evel

op

and m

ainta

in

rela

tionsh

ips

with

peo

ple

1.4

Pr

esen

t pro

posa

ls f

or

action c

lear

ly t

o 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,

ex

pen

diture

and r

isk

invo

lved

2.1

Pro

pose

how

to d

evel

op w

ork

ing r

elat

ionsh

ips

with p

eople

whic

h

pro

mote

goodw

ill a

nd t

rust

2.2

Exp

lain

how

to m

ainta

in w

ork

ing r

elat

ionsh

ips

with p

eople

whic

h

pro

mote

goodw

ill a

nd t

rust

2.3

Exp

lain

how

to info

rm 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

2.4

Pr

opose

how

to o

ffer

advi

ce a

nd h

elp t

o p

eople

about

work

ac

tivi

ties

2

Under

stan

d h

ow

to

dev

elop a

nd

mai

nta

in

rela

tionsh

ips

with

peo

ple

2.5

Exp

lain

how

to p

rese

nt

pro

posa

ls f

or

action t

o p

eople

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

3.1

Set

obje

ctiv

es f

or

your

work

whic

h a

re s

pec

ific

, m

easu

rable

and

achie

vable

within

org

anis

atio

nal

const

rain

ts

3.2

Pr

ioritise

your

obje

ctiv

es in lin

e w

ith o

rgan

isat

ional

obje

ctiv

es

and p

olic

ies

3.3

Pl

an y

our

work

act

ivitie

s so

that

they

are

consi

sten

t w

ith y

our

obje

ctiv

es a

nd y

our

per

sonal

res

ourc

es

3.4

Est

imat

e th

e tim

e yo

u n

eed f

or

activi

ties

rea

listica

lly a

nd a

llow

fo

r unfo

rese

en c

ircu

mst

ance

s

3.5

D

eleg

ate

work

to o

ther

s in

a w

ay w

hic

h m

akes

the

most

effic

ient

use

of

avai

lable

tim

e an

d r

esourc

es

3.6

Tak

e dec

isio

ns

as s

oon a

s yo

u h

ave

suff

icie

nt

info

rmat

ion

3.7

Tak

e pro

mpt

and e

ffic

ient

mes

sages

to o

bta

in f

urt

her

in

form

atio

n n

eeded

when

tak

ing d

ecis

ions

3.8

M

inim

ise

unhel

pfu

l in

terr

uptions

to,

and d

igre

ssio

ns

from

, pla

nned

work

3

Be

able

to o

ptim

ise

your

ow

n r

esourc

es

to m

eet

obje

ctiv

es

3.9

Reg

ula

rly

revi

ew p

rogre

ss a

nd r

esch

edule

act

ivitie

s to

hel

p y

ou

in a

chie

ving y

our

pla

nned

obje

ctiv

es

4.1

Eva

luat

e how

to s

et o

bje

ctiv

es for

your

work

whic

h a

re s

pec

ific

, m

easu

rable

and a

chie

vable

within

org

anis

atio

nal

const

rain

ts

4.2

Exa

min

e how

to p

rioritise

your

obje

ctiv

es in lin

e w

ith

org

anis

atio

nal

obje

ctiv

es a

nd p

olic

ies

4

Under

stan

d h

ow

to

optim

ise

your

ow

n

reso

urc

es t

o m

eet

obje

ctiv

es

4.3

Pr

opose

how

to p

lan y

our

work

act

ivitie

s so

that

they

are

co

nsi

sten

t w

ith y

our

obje

ctiv

es a

nd y

our

per

sonal

res

ourc

es

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

4.4

Exa

min

e how

to e

stim

ate

the

tim

e yo

u n

eed f

or

activi

ties

re

alis

tica

lly a

nd a

llow

for

unfo

rese

en c

ircu

mst

ance

s

4.5

Exp

lain

how

to d

eleg

ate

work

to o

ther

s in

a w

ay w

hic

h m

akes

th

e m

ost

effic

ient

use

of

avai

lable

tim

e an

d r

esourc

es

4.6

Eva

luat

e how

to t

ake

dec

isio

ns

as s

oon a

s yo

u h

ave

suff

icie

nt

info

rmat

ion

4.7

Exp

lain

how

to t

ake

pro

mpt

and e

ffic

ient

mes

sages

to o

bta

in

furt

her

info

rmat

ion n

eeded

when

tak

ing d

ecis

ions

4.8

Exp

lain

how

to m

inim

ise

unhel

pfu

l in

terr

uptions

to,

and

dig

ress

ions

from

, pla

nned

work

4.9

Exa

min

e how

to r

egula

rly

revi

ew p

rogre

ss a

nd r

esch

edule

ac

tivi

ties

to h

elp y

ou in a

chie

ving y

our

pla

nned

obje

ctiv

es

5.1

Rev

iew

the

per

sonal

aim

s an

d o

bje

ctiv

es f

or

under

taki

ng

per

sonal

dev

elopm

ent

5.2

Id

entify

sourc

es o

f su

pport

and g

uid

ance

for

under

taki

ng

per

sonal

dev

elopm

ent

5.3

Id

entify

and a

gre

e re

leva

nt

stan

dar

ds

of

com

pet

ence

agai

nst

w

hic

h p

erso

nal

dev

elopm

ent

can b

e m

easu

red

5

Be

able

to

under

take

per

sonal

dev

elopm

ent

in t

he

occ

upat

ional

pra

ctic

e ar

ea

5.4

Rev

iew

in c

onju

nct

ion w

ith lin

e m

anag

er t

he

curr

ent

per

sonal

le

vel of

per

form

ance

agai

nst

the

iden

tified

sta

ndar

ds

of

com

pet

ence

and r

ecord

a p

rofile

of

pre

sent

com

pet

ence

and

per

sonal

dev

elopm

ent

nee

ds

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

58

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

5.5

Confirm

a d

evel

opm

ent

pla

n f

or

achie

ving iden

tified

dev

elopm

ent

nee

ds

5.6

U

nder

take

dev

elopm

ent

activi

ties

aim

ed a

t ac

hie

ving iden

tified

dev

elopm

ent

nee

ds,

rev

iew

and r

ecord

pro

gre

ss a

nd t

he

effe

ctiv

enes

s of

the

activi

ties

5.7

Rec

ord

evi

den

ce o

f co

mpet

ence

gai

ned

agai

nst

the

iden

tified

st

andar

ds

of

com

pet

ence

5.8

Rev

iew

the

cycl

e of

per

sonal

dev

elopm

ent

aim

s an

d o

bje

ctiv

es

and u

pdat

e ai

ms

and o

bje

ctiv

es t

o su

it c

han

gin

g c

ircu

mst

ance

s

6.1

Exp

lain

how

to r

evis

e an

d u

pdat

e per

sonal

dev

elopm

ent

aim

s an

d o

bje

ctiv

es t

o s

uit c

han

gin

g c

ircu

mst

ance

s

6.2

Exa

min

e how

to r

evie

w t

he

per

sonal

aim

s an

d o

bje

ctiv

es f

or

under

taki

ng p

erso

nal

dev

elopm

ent

6.3

D

escr

ibe

what

to iden

tify

as

sourc

es o

f su

pport

and g

uid

ance

for

under

taki

ng p

erso

nal

dev

elopm

ent

6.4

Exa

min

e how

to r

evie

w in c

onju

nct

ion w

ith lin

e m

anag

er t

he

curr

ent

per

sonal

lev

el o

f per

form

ance

agai

nst

the

iden

tified

st

andar

ds

of

com

pet

ence

6.5

Exp

lain

how

to r

ecord

a p

rofile

of

pre

sent

com

pet

ence

and

per

sonal

dev

elopm

ent

nee

ds

6.6

Exp

lain

how

to r

ecord

evi

den

ce o

f co

mpet

ence

gai

ned

agai

nst

th

e id

entified

sta

ndar

ds

of

com

pet

ence

6

Under

stan

d h

ow

to

under

take

per

sonal

dev

elopm

ent

in t

he

occ

upat

ional

pra

ctic

e ar

ea

6.7

Eva

luat

e how

to iden

tify

and a

gre

e re

leva

nt

stan

dar

ds

of

com

pet

ence

agai

nst

whic

h p

erso

nal

dev

elopm

ent

can b

e m

easu

red

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

59

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

Exp

lain

how

to c

onfirm

a d

evel

opm

ent

pla

n

6.9

Eva

luat

e how

to u

nder

take

dev

elopm

ent

activi

ties

6.1

0

Exa

min

e how

to r

evie

w p

rogre

ss a

nd t

he

effe

ctiv

enes

s of

the

dev

elopm

ent

activi

ties

6.1

1

Exp

lain

how

to r

ecord

pro

gre

ss a

nd t

he

effe

ctiv

enes

s of

the

dev

elopm

ent

activi

ties

6.1

2

Exp

lain

how

to u

pdat

e ai

ms

and o

bje

ctiv

es

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


60


61

Unit 5: Prepare and Process Invitations to Tender in Construction

Unit reference number: K/504/7347

QCF level: 3

Credit value: 16


Unit summary

This unit is about identifying and pre-qualifying tenderers such as sub-contractors and suppliers, and producing and issuing tender documents. You will need to identify and list potential tenderers, send out pre-qualification enquiries, evaluate responses and confirm the tender list.

You will need to draw up, review for accuracy and issue tender documents. You will need to deal with errors and enquiries and keep accurate records.

You will need to check tenders received against agreed criteria and recommend the tender which best meets the criteria.




Tenderers:

o contractors

o sub/works/trade contractors

o suppliers

o consultants

Evidence:

o documentary

o references

o interview


62

Selection criteria:

o quality and delivery record

o competitiveness

o perceived added value (including reputation of potential contractors)

o acceptability of known sub-contracting arrangements acceptability to client

o financial resources

o references from previous clients and bankers health and safety

o competence of people

o resources (human, materials, facilities)

o insurance

o environmental policy and management

o innovation

o local economic benefit


Tender:

o open competitive

o two stage

o selected list

o negotiated

Documents:

o invitation to tender

o form of tender

o returns procedure

o surveys

o specifications

o drawings

o schedules

o bills of quantities

o health, safety and welfare requirements

o scope of services

o terms and conditions

o schedules of rates

o evaluation criteria and procedures

o environmental requirements

o procedures for submitting tenders


63

Formats:

o paper

o electronic

Client requirements:

o preferred suppliers

o confidentiality

o publicity restrictions

o local and economic benefits

o industry accreditation

o workforce accreditation

o agreed conservation value

Changes:

o price

o quantity

o quality

o standards

o carriage and delivery

o completion

o maintenance

o after-sales service

o method of payment

o terms of payment

o contract conditions

o survey information

o timescales

o client amendment

Tenderers:

o contractors


o suppliers

o consultants


64


Tenderers:

o contractors


o suppliers

o consultants

Criteria:

o tender compliance

o quality

o technical viability

o timescale

o cost (budgets, rates)

o loading and cash flow

o policies which offer added value

o any variations, adjustments and corrections






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

65

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Id

entify

a lis

t of

pote

ntial

ten

der

ers

able

to m

eet

the

contr

act

criter

ia a

nd s

uitab

le f

or

pre

-qual

ific

atio

n

1.2

O

ffer

advi

ce a

nd info

rmat

ion t

o dec

isio

n m

aker

s ab

out

pote

ntial

te

nder

ers

and t

he

sele

ctio

n c

rite

ria

1.3

O

bta

in p

re-q

ual

ific

atio

n info

rmat

ion a

bout

pote

ntial

ten

der

ers

to

confirm

evi

den

ce a

bout

thei

r ex

per

ience

and c

apab

ility

and

avai

labili

ty t

o c

arry

out

the

work

1.4

Eva

luat

e pote

ntial

ten

der

ers

who r

espond t

o t

he

pre

-qual

ific

atio

n e

nquiry

agai

nst

the

sele

ctio

n c

rite

ria

in o

rder

to

short

-lis

t

1

Be

able

to iden

tify

pote

ntial

ten

der

ers

1.5

Confirm

that

the

sele

cted

ten

der

ers

are

will

ing t

o b

id a

nd,

if

nec

essa

ry,

refe

r to

the

origin

al long lis

t

2.1

D

escr

ibe

how

to iden

tity

a lis

t of

pote

ntial

ten

der

ers

2

Under

stan

d h

ow

to

iden

tify

pote

ntial

te

nder

ers

2.2

Pr

opose

how

to o

ffer

advi

ce a

nd info

rmat

ion t

o d

ecis

ion m

aker

s ab

out

pote

ntial

ten

der

ers

and t

he

sele

ctio

n c

rite

ria

2.3

Exp

lain

how

to o

bta

in p

re-q

ual

ific

atio

n info

rmat

ion a

bout

pote

ntial

ten

der

ers

to c

onfirm

evi

den

ce a

bout

thei

r ex

per

ience

an

d c

apab

ility

and a

vaila

bili

ty t

o c

arry

out

the

work

2.4

Eva

luat

e pote

ntial

ten

der

ers

agai

nst

the

sele

ctio

n c

rite

ria

in

ord

er t

o s

hort

lis

t

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

2.5

Exp

lain

how

to c

onfirm

that

the

sele

cted

ten

der

ers

are

will

ing t

o

tender

3.1

D

raft

and r

evie

w a

ppro

priat

e te

nder

docu

men

ts in r

elev

ant

form

ats

to e

nsu

re t

hat

they

cove

r th

e sc

ope

of

the

work

s,

contr

act

and c

lient

requirem

ents

3.2

Ensu

re t

hat

all

tender

docu

men

ts a

re iss

ued

in a

ccord

ance

with

agre

ed p

roce

dure

s

3.3

Rec

ord

any

chan

ges

req

uired

by

the

clie

nt

3.4

Id

entify

any

chan

ges

whic

h a

re r

eport

ed a

nd a

men

d t

he

tender

docu

men

ts a

nd e

nsu

re t

hat

adden

dum

s ar

e re

-iss

ued

3.5

Kee

p a

ccura

te r

ecord

s of

tender

docu

men

ts iss

ued

, fe

edbac

k an

d iden

tified

chan

ges

3

Be

able

to p

repar

e an

d iss

ue

tender

docu

men

ts

3.6

Im

ple

men

t ac

tion w

hen

ten

der

ers

withdra

w f

rom

the

pro

cess

4.1

Eva

luat

e how

to d

raft

appro

priat

e te

nder

docu

men

ts

4.2

Exa

min

e how

to r

evie

w t

ender

docu

men

ts

4.3

Exp

lain

how

to e

nsu

re t

hat

ten

der

docu

men

ts a

re iss

ued

in

acco

rdan

ce w

ith a

gre

ed p

roce

dure

s

4.4

Exp

lain

how

to r

ecord

any

chan

ges

req

uired

by

the

clie

nt

4.5

D

escr

ibe

what

to iden

tify

as

any

report

ed c

han

ges

4.6

Exp

lain

how

to a

men

d t

he

tender

docu

men

ts

4.7

Exp

lain

how

to e

nsu

re t

hat

adden

dum

s ar

e re

-iss

ued

4

Under

stan

d h

ow

to

pre

par

e an

d iss

ue

tender

docu

men

ts

4.8

Exp

lain

how

to k

eep a

ccura

te r

ecord

s of

tender

docu

men

ts

issu

ed,

feed

bac

k an

d iden

tified

chan

ges

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

4.9

Exp

lain

how

to im

ple

men

t ac

tion w

hen

ten

der

ers

withdra

w f

rom

th

e pro

cess

5.1

Ack

now

ledge

and c

hec

k th

e te

nder

s re

ceiv

ed a

gai

nst

the

agre

ed

criter

ia

5.2

M

odify

and r

epea

t th

e te

nder

ing p

roce

sses

if

too f

ew t

ender

s ar

e re

ceiv

ed t

o s

how

that

ther

e has

bee

n a

deq

uat

e co

mpet

itio

n

5.3

Chec

k w

ith t

ender

ers

if a

ny

dis

crep

anci

es,

om

issi

ons

and e

rrors

ar

e fo

und in t

he

tender

s, a

nd r

ecord

any

amen

dm

ents

whic

h

tender

ers

auth

orise

5

Be

able

to c

hec

k te

nder

s

5.4

Id

entify

ten

der

s w

hic

h m

eet

the

criter

ia

6.1

Exp

lain

how

to a

cknow

ledge

the

tender

ers

rece

ived

6.2

Exp

lain

how

to c

hec

k th

e te

nder

ers

rece

ived

agai

nst

the

agre

ed

criter

ia

6.3

Exp

lain

how

to 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 t

o s

how

that

ther

e has

bee

n a

deq

uat

e co

mpet

itio

n

6.4

Exp

lain

how

to c

hec

k w

ith t

ender

ers

if a

ny

dis

crep

anci

es,

om

issi

ons

and e

rrors

are

found in t

he

tender

s an

d r

ecord

any

amen

dm

ents

whic

h t

ender

ers

auth

orise

6

Under

stan

d h

ow

to

chec

k te

nder

s

6.5

D

escr

ibe

what

to iden

tify

as

the

tender

s w

hic

h m

eet

the

criter

ia

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

68

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


69

Unit 6: Prepare Estimates, Bids and Tenders in Construction

Unit reference number: M/504/7348

QCF level: 3

Credit value: 16


Unit summary

This unit is about the evaluation of tender enquiries, identifying and making necessary measurements and producing estimates by costing resources. You will need to check and summarise tender details and identify points of concerns. You will need to make recommendations about tenders and maintain records.

You will need to assemble, collate and review information and measure quantities and prepare descriptions. You will need to identify inaccurate information and deal with it appropriately. You will need to develop working documents, calculate resource requirements, estimate costs, allowing for external factors, and produce an overall estimate. You will need to explain the costings and produce payment schedules.




Tender– type:

o contractor

o sub/works/trade contractor

o supply

o consultancy

Tender requirements:

o construction

o installation and maintenance work

o supply of goods and materials

o consultancy services


70

Decision makers:

o clients and their agents

o colleagues

o line managers

o specialists – internal or external to organisation

Points of concern:

o inconsistent with the policy of the organisation

o discrepancies within enquiry information

o tender procedure requirements

o quantitative requirements

o qualitative requirements

o contractual requirements

Tender documents–type:


o form of tender

o returns procedure

o survey reports

o specifications

o drawings

o schedules


o health and safety and welfare policies

o environmental policies

o scope of services


o schedule of rates



Organisational capability:

o financial

o viability of tendering information

o current workload

o type of work

o competence of people


71

o timescale (tender and contract)

o environmental impact

o location

o social and political policies


Information:

o drawings

o schedules

o specifications

o information about the contract and allocation of risks and responsibilities

o quotations

o records of queries raised and answers

o standard methods of measurement

o technical literature

Measurement – relates to:

o trade

o elemental

o operational

o approximate


Measure dimensions and calculate quantities:

o manual

o electronic

Calculate cost:

o manual

o electronic

Estimate:

o cost based on a quotation

o unit cost built up from basic data

o internal and historical cost data

o published cost data


72

Intended purpose:

o procurement

o contract

o production

Resources:

o people (in-house, external)


o materials

o finance

o time

o supply options

Tender requirements:


o form of tender

o returns procedure

o surveys

o specifications

o drawings

o schedules


o health, safety and welfare requirements

o scope of services




o environmental requirements


External factors:

o variations over time

o geographic location

o statutory and contractual requirements

o special working conditions and methods

o special resourcing conditions and availability


73


Explain and clarify:

o orally

o written

o electronic

Tender offer

o contractor

o sub/works/trade contractor

o supply

o consultancy

o purchase


• the Additional Requirements for Qualifications using the title NVQ in QCF

• the ConstructionSkills Consolidated Assessment Strategy for Construction and the Built Environment.



Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

74

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Rev

iew

and s

um

mar

ise

the

tender

det

ails

and t

ender

re

quirem

ents

1.2

Id

entify

any

poin

ts o

f co

nce

rn in t

he

tender

and r

efer

them

to

dec

isio

n m

aker

s fo

r th

em t

o c

larify

and r

esolv

e

1.3

Eva

luat

e th

e te

nder

docu

men

ts a

gai

nst

the

org

anis

atio

nal

ca

pab

ility

and m

ake

reco

mm

endat

ions

to lin

e m

anag

ers

1.4

M

ake

reco

mm

endat

ions

about

tender

req

uirem

ents

and

pote

ntial

alter

nat

ives

, w

ithin

the

limits

of

the

tender

info

rmat

ion

whic

h is

avai

lable

, an

d w

hic

h p

rovi

de

an o

bje

ctiv

e bas

is f

or

mak

ing a

dec

isio

n o

n w

het

her

to m

ake

a bid

1

Be

able

to e

valu

ate

estim

ate,

bid

and

tender

enquiry

docu

men

tation

1.5

M

ainta

in r

ecord

s ab

out

tender

enquirie

s in

confiden

ce a

nd o

nly

pas

s th

em o

n t

o p

eople

who h

ave

the

auth

ority

to r

ecei

ve t

hem

2.1

Exa

min

e how

to r

evie

w t

he

tender

det

ails

and t

ender

re

quirem

ents

2.2

Exp

lain

how

to s

um

mar

ise

the

tender

det

ails

and t

ender

re

quirem

ents

2

Under

stan

d h

ow

to

be

able

to e

valu

ate

estim

ate,

bid

and

tender

enquiry

docu

men

tation

2.3

D

escr

ibe

what

to iden

tify

as

any

poin

ts o

f co

nce

rn in t

he

tender

an

d r

efer

them

to d

ecis

ion m

aker

s fo

r th

em t

o c

larify

and

reso

lve

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

75

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

Eva

luat

e th

e te

nder

docu

men

ts a

gai

nst

the

org

anis

atio

nal

ca

pab

ility

and m

ake

reco

mm

endat

ions

to lin

e m

anag

ers

2.5

Pr

opose

how

to m

ake

reco

mm

endat

ions

about

tender

re

quirem

ents

and p

ote

ntial

alter

nat

ives

, w

ithin

the

limits

of

the

tender

info

rmat

ion w

hic

h is

avai

lable

, an

d w

hic

h p

rovi

de

an

obje

ctiv

e bas

is f

or

mak

ing a

dec

isio

n o

n w

het

her

to m

ake

a bid

2.6

Exp

lain

how

to m

ainta

in r

ecord

s ab

out

tender

enquirie

s in

co

nfiden

ce a

nd o

nly

pas

s th

em o

n t

o p

eople

who h

ave

the

auth

ority

to r

ecei

ve t

hem

3.1

Ass

emble

and c

olla

te info

rmat

ion a

nd iden

tify

whic

h c

ateg

ories

of

work

req

uire

mea

sure

men

t

3.2

Rev

iew

info

rmat

ion t

o d

ecid

e how

to m

easu

re d

imen

sions

and

calc

ula

te q

uan

tities

met

hodic

ally

and in a

way

whic

h c

onfo

rms

to r

elev

ant

conve

ntions,

sta

ndar

d m

ethods

and s

tandar

d

phra

seolo

gy

3.3

Cal

cula

te t

he

quan

tities

and p

repar

e des

crip

tions

accu

rate

ly,

colla

te a

nd s

equen

ce t

hem

corr

ectly

and p

rese

nt

them

in a

way

w

hic

h m

eets

thei

r in

tended

purp

ose

3.4

Cal

cula

te a

ccura

tely

, fr

om

ava

ilable

sourc

es,

what

res

ourc

es w

ill

be

nee

ded

and inve

stig

ate

whet

her

the

reso

urc

es w

ill b

e av

aila

ble

3.5

Est

imat

e re

sourc

e co

sts

by

calc

ula

ting a

n a

ccura

te c

ost

for

each

item

whic

h is

required

3.6

D

evel

op a

pro

pose

d m

ethod s

tate

men

t an

d d

raft

pro

gra

mm

e w

hic

h m

eet

the

tender

enquiry

requirem

ents

3

Be

able

to

calc

ula

te,

quan

tities

, re

sourc

es a

nd

cost

s w

ithin

a

tender

3.7

M

odify

the

cost

to t

ake

into

acc

ount

any

exte

rnal

fac

tors

whic

h

may

affec

t th

e co

st p

roje

ctio

ns

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

4.1

Exp

lain

how

to a

ssem

ble

and c

olla

te info

rmat

ion

4.2

D

escr

ibe

what

to iden

tify

as

cate

gories

of

work

req

uirin

g

mea

sure

men

t

4.3

Exa

min

e how

to r

evie

w info

rmat

ion t

o d

ecid

e how

to m

easu

re

dim

ensi

ons

and q

uan

tities

4.4

Exp

lain

how

to c

alcu

late

the

quan

tities

and p

repar

e des

crip

tions

accu

rate

ly,

colla

te a

nd s

equen

ce t

hem

corr

ectly

and p

rese

nt

them

in a

way

whic

h m

eets

thei

r in

tended

purp

ose

4.5

Exp

lain

how

to c

alcu

late

acc

ura

tely

, fr

om

ava

ilable

sourc

es,

what

res

ourc

es w

ill b

e nee

ded

4.6

Exa

min

e how

to inve

stig

ate

whet

her

the

reso

urc

es w

ill b

e av

aila

ble

4.7

Exa

min

e how

to e

stim

ate

reso

urc

e co

sts

by

calc

ula

ting a

n

accu

rate

cost

for

each

ite

m w

hic

h is

required

4.8

Pr

opose

how

to d

evel

op a

pro

pose

d m

ethod s

tate

men

t an

d d

raft

pro

gra

mm

e w

hic

h m

eet

the

tender

enquiry

requirem

ents

4

Under

stan

d h

ow

to

be

able

to

calc

ula

te,

quan

tities

, re

sourc

es a

nd

cost

s w

ithin

a

tender

4.9

Exp

lain

how

to m

odify

the

cost

to t

ake

into

acc

ount

any

exte

rnal

fa

ctors

whic

h m

ay a

ffec

t th

e co

st p

roje

ctio

ns

5.1

Ref

er q

uan

tity

, re

sourc

e an

d c

ost

info

rmat

ion t

o d

ecis

ion m

aker

s

5.2

Colla

te a

nd p

roduce

the

ove

rall

estim

ate

of

cost

s an

d c

hec

king

that

it

is c

om

ple

te,

accu

rate

and in a

form

whic

h is

suitab

le f

or

a ju

dgm

ent

to b

e m

ade

5

Be

able

to c

olla

te

and

pre

sent

tender

info

rmat

ion

5.3

Exp

lain

and c

larify

the

pro

ject

ed c

ost

s to

support

the

calc

ula

tions

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

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

5.4

Contr

ibute

to p

aym

ent

sched

ule

s w

hic

h w

ill m

eet

know

n c

ash

flow

req

uirem

ents

5.5

Colla

te,

arra

nge

and p

rese

nt

tender

off

er info

rmat

ion in

acco

rdan

ce w

ith p

rocu

rem

ent

requirem

ents

to lin

e m

anag

er

6.1

Exp

lain

how

to r

efer

quan

tity

, re

sourc

e an

d c

ost

info

rmat

ion t

o

dec

isio

n m

aker

s

6.2

Exp

lain

how

to c

olla

te a

nd p

roduce

the

ove

rall

estim

ate

of

cost

s an

d c

hec

king t

hat

it

is c

om

ple

te,

accu

rate

and in a

form

whic

h is

suitab

le f

or

a ju

dgm

ent

to b

e m

ade

6.3

Exp

lain

and c

larify

the

pro

ject

ed c

ost

s to

support

the

calc

ula

tions

6.4

Exp

lain

how

to c

ontr

ibute

to p

aym

ent

sched

ule

s w

hic

h w

ill m

eet

know

n c

ash f

low

req

uirem

ents

6

Under

stan

d h

ow

to

be

able

to c

olla

te

and p

rese

nt

tender

in

form

atio

n

6.5

Exp

lain

how

to c

olla

te,

arra

nge

and p

rese

nt

tender

offer

in

form

atio

n in a

ccord

ance

with p

rocu

rem

ent

requirem

ents

to

line

man

ager

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


78


79

Unit 7: Prepare for, Collect, Analyse and Present Survey Data in Construction

Unit reference number: Y/504/7344

QCF level: 3

Credit value: 17


Unit summary

This unit is about making preparations to carry out a survey, carrying out the survey in the most appropriate way, and collecting, checking and verifying the data and presenting it in a suitable format. You will need to confirm the specification and methods ensuring that all permissions have been obtained and suitable equipment is available. You will also need to check the equipment, brief the people involved and ensure that all arrangements are in place and conform to specified requirements.

You will need to carry out the survey in accordance with agreed procedures, consulting others where relevant and implement changes to allow for changing circumstances that may arise. You will also need to record the data and ensure that any restoration needed is carried out.

You will need to collect, check and verify the data, present it, including the provision of any commentary in a suitable format and also advise people how to interpret the data.




Survey– type:

o land

o building

o engineering

o environmental


80

Survey–method:

o visual

o approximate measured

o detailed measurement of all specified features

o graphic

o instrumental

o method statement

Permission from:

o client

o site owner and occupiers

o adjoining owners and occupiers

o notifiable authorities

Equipment:

o mechanical

o optical

o electronic

Safety:

o personal safety

o equipment and clothing

o safe use of access equipment

o health and safety practice and regulations

o industry codes of practice

o regulations applying to the survey site

o signage


Survey–type:

o land

o building

o engineering

o environmental


81

Survey–method:

o visual



o graphic

o instrumental

o method statement

Safe working practices:

o personal safety

o equipment and clothing

o safe use of access equipment

o health and safety practice and regulations

o industry codes of practice

o regulations applying to the survey site

o signage

o site access and working areas

Circumstances and conditions:

o topography

o water

o obstacles

o climatic variation

o live conditions (e.g. buildings and sites in use, roads, railways, runways)

o planned circumstances

o emergency circumstances


Survey–method:

o visual



o graphic

o instrumental

o method statement


82

Present:

o orally

o in writing

o graphically

o electronically






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

83

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Confirm

that

the

surv

ey s

pec

ific

atio

n a

nd t

he

surv

ey m

ethod

stat

emen

t is

acc

ura

te b

efore

sta

rtin

g t

he

work

1.2

Chec

k an

d c

onfirm

, bef

ore

sta

rtin

g w

ork

, th

at p

eople

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r per

mis

sion

1.3

Arr

ange

for

suitab

le e

quip

men

t to

be

bro

ught

to t

he

site

and

kept

safe

ly a

nd s

ecure

ly

1.4

Chec

k eq

uip

men

t so

that

it

is a

ccura

te b

efore

it

is u

sed f

or

taki

ng m

easu

rem

ents

1.5

Brief

the

peo

ple

who w

ill b

e in

volv

ed in t

he

surv

ey a

bout

surv

ey

and s

afet

y ar

rangem

ents

1

Be

able

to p

repar

e to

car

ry o

ut

surv

eys

1.6

Chec

k an

d c

onfirm

that

sig

ns,

arr

angem

ents

for

per

sonal

saf

ety,

eq

uip

men

t an

d s

ite

acce

ss c

onfo

rm t

o g

ood p

ract

ice,

leg

isla

tion

and r

egula

tion

2.1

Exp

lain

how

to c

onfirm

that

the

surv

ey m

ethod s

tate

men

t is

ac

cura

te b

efore

sta

rtin

g t

he

work

2.2

Exp

lain

how

to c

hec

k an

d c

onfirm

, bef

ore

sta

rtin

g w

ork

, th

at

peo

ple

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r per

mis

sion

2

Under

stan

d h

ow

to

pre

par

e to

car

ry

out

surv

eys

2.3

Exp

lain

how

to a

rran

ge

for

suitab

le e

quip

men

t to

be

bro

ught

to

the

site

and k

ept

safe

ly a

nd s

ecure

ly

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

84

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

Exp

lain

how

to c

hec

k eq

uip

men

t

2.5

Exp

lain

how

to b

rief

the

peo

ple

who w

ill b

e in

volv

ed in t

he

surv

ey a

bout

surv

ey a

nd s

afet

y ar

rangem

ents

2.6

Exp

lain

how

to c

hec

k an

d c

onfirm

that

sig

ns,

arr

angem

ents

for

per

sonal

saf

ety,

equip

men

t an

d s

ite

acce

ss c

onfo

rm t

o g

ood

pra

ctic

e, leg

isla

tion a

nd r

egula

tions

3.1

Conduct

the

surv

ey in a

way

whic

h m

ainta

ins

the

leve

l of

accu

racy

req

uired

, bal

ance

s co

nte

nt

and c

ost

and k

eeps

dis

ruption t

o a

min

imum

3.2

Confo

rm t

o s

afe

work

ing p

ract

ices

when

on t

he

site

3.3

Consu

lt w

ith e

xper

ts w

hen

spec

ialis

t in

form

atio

n is

nee

ded

w

hic

h is

rele

vant

to t

he

surv

ey

3.4

Set

appro

priat

e horizo

nta

l an

d v

ertica

l co

ntr

ols

and r

ecord

them

3.5

Tak

e ac

cura

te o

bse

rvat

ions

and m

easu

rem

ents

usi

ng v

alid

m

ethods

3.6

Chan

ge

work

pro

cedure

s an

d p

ract

ices

to a

llow

for

diffe

rent

circ

um

stan

ces

and c

onditio

ns

3.7

Rec

ord

surv

ey d

ata

clea

rly

and a

ccura

tely

and s

tore

it

secu

rely

fo

r la

ter

anal

ysis

3

Be

able

to c

arry

out

surv

eys

3.8

Res

tore

are

as w

hic

h h

ave

bee

n o

pen

ed u

p f

or

acce

ss s

o t

hat

su

bse

quen

t pro

cess

es c

an t

ake

pla

ce

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

85

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

4.1

Exp

lain

how

to c

onduct

the

surv

ey

4.2

Exp

lain

how

to c

onfo

rm t

o s

afe

work

ing p

ract

ices

when

on t

he

site

4.3

Exp

lain

how

to c

onsu

lt w

ith e

xper

ts w

hen

spec

ialis

t in

form

atio

n

is n

eeded

whic

h is

rele

vant

to t

he

surv

ey

4.4

Exp

lain

how

to s

et a

ppro

priat

e horizo

nta

l an

d v

ertica

l co

ntr

ols

an

d r

ecord

them

4.5

Exp

lain

how

to t

ake

accu

rate

obse

rvat

ions

and m

easu

rem

ents

usi

ng v

alid

met

hods

4.6

Exp

lain

how

to c

han

ge

work

pro

cedure

s an

d p

ract

ices

to a

llow

fo

r diffe

rent

circ

um

stan

ces

and c

onditio

ns

4.7

Exp

lain

how

to r

ecord

and s

tore

surv

ey d

ata

4

Under

stan

d h

ow

to

carr

y out

surv

eys

4.8

Exp

lain

how

to r

esto

re a

reas

whic

h h

ave

bee

n o

pen

ed u

p f

or

acce

ss s

o t

hat

subse

quen

t pro

cess

es c

an t

ake

pla

ce

5.1

Colle

ct t

oget

her

rec

ord

ed s

urv

ey d

ata

to a

llow

an a

ccura

te

anal

ysis

to b

e m

ade

5.2

Chec

k an

d v

erify

the

surv

ey d

ata

to m

ainta

in a

ccura

cy a

nd

inte

grity

5.3

Pr

esen

t th

e dat

a, c

om

men

tary

and a

ny

support

info

rmat

ion

accu

rate

ly,

clea

rly

and in a

form

at w

hic

h is

suitab

le f

or

those

w

ho n

eed t

o u

se it

5

Be

able

to p

rese

nt

surv

ey d

ata

5.4

Advi

se p

eople

who w

ill b

e usi

ng t

he

surv

ey d

ata

on h

ow

to

inte

rpre

t it a

nd h

ighlig

ht

the

scope

and lim

itat

ions

on its

use

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

86

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

6.1

Exp

lain

how

to c

olle

ct t

oget

her

rec

ord

ed s

urv

ey d

ata

to a

llow

an

accu

rate

anal

ysis

to b

e m

ade

6.2

Exp

lain

how

to c

hec

k an

d v

erify

the

surv

ey d

ata

to m

ainta

in

accu

racy

and inte

grity

6.3

Exp

lain

how

to p

rese

nt

the

dat

a, t

he

com

men

tary

and a

ny

support

info

rmat

ion a

ccura

tely

, cl

early

and in a

form

at w

hic

h is

suitab

le f

or

those

who n

eed t

o u

se it

6

Under

stan

d h

ow

to

pre

sent

surv

ey

dat

a

6.4

Pro

pose

how

to a

dvi

se p

eople

who w

ill b

e usi

ng t

he

surv

ey d

ata

on h

ow

to inte

rpre

t it a

nd h

ighlig

ht

the

scope

and lim

itat

ions

on

its

use

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


87

Unit 8: Record the Condition of Property in Construction

Unit reference number: D/504/7345

QCF level: 3

Credit value: 15


Unit summary

This unit is about recording the condition of property and preparing and presenting condition survey reports and records. You will need to select and evaluate relevant information, methods and techniques for the condition survey process.

You will also need to confirm agreements for the condition survey before 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 have given their permission.

You will need to take observations and measurements for the inspection and recording them. You will need to assemble and collate information on the condition survey. You will then need to prepare a condition survey report. You will also need to answer clients' questions about the condition survey.




Information and documents–sources:

o land registry

o local search

o statutory notice

o acts of parliament

o local authority

Condition survey:

o letting

o compensation

o insurance

o dilapidation


88

o tenant rights

o condition

o estimating

Relevant information:

o legal

o physical

o previous surveys

o technical

o historical

o access and permissions

Significant factors:

o degree of urgency

o gaps in information

o susceptibility to damage

o safety requirements


Sources:

o the client

o land registry

o local search

o tenants

o occupiers

o local authorities

Inspection–type:

o letting

o compensation

o insurance

o dilapidation

o tenant right

o condition

o estimating

Record:

o in writing

o electronically

o graphically


89

Conventions:

o relevant professional body guidance

o in-house

o health and safety legislation

o building standards and legislation


Information–sources:

o the client

o land registry

o local search

o tenants

o occupiers

o survey data

o local authorities

o industry standards and legislation

o published technical data

Condition survey:

o letting

o compensation

o insurance

o dilapidation

o tenant right

o condition

o estimating






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

90

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Colla

te a

vaila

ble

info

rmat

ion a

nd d

ocu

men

ts a

nd v

erify

the

obje

ctiv

es a

nd p

urp

ose

of

the

conditio

n s

urv

ey

1.2

Sel

ect

valid

, ac

cura

te a

nd r

elev

ant

info

rmat

ion f

or

the

conditio

n

surv

ey p

roce

ss

1.3

Id

entify

the

leve

ls a

nd t

ypes

of

pro

fess

ional

support

whic

h w

ill

be

nee

ded

and b

rief

advi

sers

with c

lear

and a

ccura

te s

um

mar

ies

of

the

info

rmat

ion a

vaila

ble

1.4

Sel

ect

met

hods

and t

echniq

ues

for

the

conditio

n s

urv

ey p

roce

ss

whic

h m

eet

the

requirem

ents

of re

leva

nt

pro

fess

ional

codes

of

pra

ctic

e

1.5

Eva

luat

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

Be

able

to c

onfirm

a

conditio

n s

urv

ey

pro

cess

1.6

Confirm

the

inst

ruct

ions

and a

gre

emen

ts f

or

the

conditio

n

surv

ey b

efore

work

sta

rts

2.1

Exp

lain

how

to c

olla

te a

vaila

ble

info

rmat

ion a

nd d

ocu

men

ts

2.2

Exa

min

e how

to v

erify

the

obje

ctiv

es a

nd p

urp

ose

of

the

conditio

n s

urv

ey

2

Under

stan

d h

ow

to

confirm

a c

onditio

n

surv

ey p

roce

ss

2.3

Eva

luat

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

sses

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

91

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

D

escr

ibe

what

to iden

tify

as

the

leve

ls a

nd t

ypes

of

pro

fess

ional

su

pport

whic

h w

ill b

e nee

ded

2.5

Exp

lain

how

to b

rief

advi

sers

with c

lear

and a

ccura

te s

um

mar

ies

of

the

info

rmat

ion a

vaila

ble

2.6

Eva

luat

e how

to s

elec

t m

ethods

and t

echniq

ues

for

the

conditio

n

surv

ey

2.7

Eva

luat

e re

leva

nt

info

rmat

ion a

nd a

dvi

ce

2.8

D

escr

ibe

what

to iden

tify

as

signific

ant

fact

ors

whic

h m

ay

influen

ce t

he

conditio

n s

urv

ey

2.9

Exp

lain

how

to c

onfirm

the

inst

ruct

ions

and a

gre

emen

ts f

or

the

conditio

n s

urv

ey b

efore

work

sta

rts

3.1

Eva

luat

e av

aila

ble

dat

a, iden

tify

the

purp

ose

of

the

insp

ection

and o

bta

in t

he

equip

men

t an

d r

esourc

es t

hat

will

be

nee

ded

3.2

Chec

k an

d 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

Tak

e ac

cura

te o

bse

rvat

ions

and m

easu

rem

ents

whic

h a

re

nec

essa

ry f

or

the

insp

ection a

nd r

ecord

them

cle

arly

, ac

cura

tely

an

d c

om

ple

tely

usi

ng a

gre

ed f

orm

ats

and c

onve

ntions

3.4

Id

entify

gap

s in

info

rmat

ion a

nd o

bta

in a

nd e

valu

ate

additio

nal

dat

a nee

ded

about

the

pro

per

ty a

nd its

use

3.5

Rec

ord

obse

rvat

ions

whic

h a

re inco

nsi

sten

t w

ith e

xist

ing d

ata

and e

xpec

ted f

indin

gs,

and inst

ance

s of

failu

re a

nd

det

erio

ration,

and r

eport

them

to

peo

ple

who h

ave

an inte

rest

3

Be

able

to insp

ect

conditio

n o

f pro

per

ty

3.6

Id

entify

and r

ecord

par

ts o

f th

e pro

per

ty w

hic

h d

o n

ot

confo

rm

to s

tatu

tory

req

uirem

ents

and r

eport

them

to p

eople

who h

ave

an inte

rest

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

92

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

4.1

Eva

luat

e av

aila

ble

dat

a

4.2

D

escr

ibe

what

to iden

tify

as

the

purp

ose

of

the

insp

ection

4.3

Exp

lain

how

to o

bta

in t

he

equip

men

t an

d r

esourc

es t

hat

will

be

nee

ded

4.4

Exp

lain

how

to c

hec

k an

d c

onfirm

, bef

ore

sta

rtin

g t

he

insp

ection,

that

peo

ple

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r per

mis

sion

4.5

Exp

lain

how

to t

ake

and r

ecord

acc

ura

te o

bse

rvat

ions

and

mea

sure

men

ts w

hic

h a

re n

eces

sary

for

the

insp

ection,

usi

ng

agre

ed f

orm

ats

and c

onve

ntions

4.6

D

escr

ibe

what

to iden

tify

as

gap

s in

info

rmat

ion

4.7

Exp

lain

how

to o

bta

in a

dditio

nal

dat

a nee

ded

about

the

pro

per

ty

and its

use

4.8

Eva

luat

e ad

ditio

nal

dat

a nee

ded

about

the

pro

per

ty a

nd its

use

4.9

Exp

lain

how

to r

ecord

obse

rvat

ions

whic

h a

re inco

nsi

sten

t w

ith

exis

ting d

ata

and e

xpec

ted f

indin

gs

4.1

0

Des

crib

e how

to iden

tify

par

ts o

f th

e pro

per

ty t

hat

do n

ot

confo

rm t

o s

tatu

tory

req

uirem

ents

4

Under

stan

d h

ow

to

insp

ect

conditio

n o

f pro

per

ty

4.1

1

Exp

lain

how

to r

ecord

and r

eport

those

par

ts o

f th

e pro

per

ty

that

do n

ot

confo

rm t

o p

eople

who h

ave

an inte

rest

5.1

Ass

emble

and c

olla

te info

rmat

ion o

n t

he

conditio

n s

urv

ey

5

Be

able

to p

repar

e an

d p

rese

nt

conditio

n s

urv

ey

report

s an

d r

ecord

s

5.2

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 s

tandar

ds,

cle

arly

spec

ifie

s th

e le

vel of

conditio

n

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

93

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

5.3

Exp

lain

cle

arly

wher

e an

d w

hy

accu

rate

insp

ection a

nd

mea

sure

men

t m

ay n

ot

be

poss

ible

5.4

Answ

er t

he

clie

nt's

ques

tions

about

the

conditio

n s

urv

ey a

nd

giv

e ap

pro

priat

e cl

arific

atio

n

5.5

M

ainta

in r

ecord

s w

hic

h a

re c

lear

, ac

cura

te a

nd c

om

ple

te a

nd

confo

rm t

o a

ccep

ted p

rofe

ssio

nal

and s

tatu

tory

req

uirem

ents

6.1

Exp

lain

how

to a

ssem

ble

and c

olla

te info

rmat

ion o

n t

he

conditio

n s

urv

ey

6.2

Exp

lain

how

to p

repar

e a

conditio

n s

urv

ey r

eport

6.3

Exp

lain

cle

arly

wher

e an

d w

hy

accu

rate

insp

ection a

nd

mea

sure

men

t m

ay n

ot

be

poss

ible

6.4

Exp

lain

how

to a

nsw

er t

he

clie

nt's

ques

tions

about

the

conditio

n

surv

ey a

nd g

ive

appro

priat

e cl

arific

atio

n

6

Under

stan

d h

ow

to

pre

par

e an

d

pre

sent

conditio

n

surv

ey r

eport

s an

d

reco

rds

6.5

Exp

lain

how

to m

ainta

in r

ecord

s

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


94


95

Unit 9: Integrate and Control Project Design Information in Construction

Unit reference number: T/504/7366

QCF level: 4

Credit value: 13


Unit summary

This unit is about integrating and controlling project information and documentation from the design team on behalf of the contractor.




Control requirements:

o type of measurement

o cost

o time

o quality

o methods of production

o methods of coordination (e.g. Common Arrangements)

o liaison requirements

o model documents and standards

o integration of data

o Building Information Modelling

o electronic data transfer

o revision management

o scheduling of work

o methods of interdisciplinary working


96

Documents:

o forms of contract

o specifications

o drawings


o schedules


o accounts

o claims

Registers and records:

o incoming and outgoing drawing and document registers

o records of document approval and revision

Systems:

o checking documents

o approving documents

o integrating documents

Production instructions

o format

o presentation

o accuracy

o technical content

o completeness

o referencing

o cross-referencing and correlation with associated documents

o status

o spelling, grammar and punctuation

Stakeholders:

o the client

o financial advisers

o consultants


o potential sub-contractors and suppliers

o line manager


97


Information about project requirements:

o design brief

o design information from earlier stages

o surveys

o reports

o statutory approvals and requirements

o cost estimates

o standards and codes of practice


Documents:

o forms of contract

o specifications

o drawings


o schedules


o accounts

o claims

o obtain consents

Requirements of the stakeholders:

o to obtain consents

o procurement

o contract

o production

Requirements for controlling document production:

o type of measurement

o cost

o time

o quality

o methods of production

o methods of coordination (e.g. Common Arrangement)

o liaison arrangements

o model documents standards

o integration of data


98

o Building Information Modelling

o electronic data transfers

o scheduling of work

o revision management

o methods of interdisciplinary working




Criteria:

o format

o presentation

o accuracy

o technical content

o completeness

o referencing


o status






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

99

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Confirm

that

the

contr

ol re

quirem

ents

for

the

pro

ject

docu

men

t pro

gra

mm

e ar

e su

itab

le f

or

the

pro

ject

and t

he

reso

urc

es

avai

lable

1.2

Im

ple

men

t th

e pro

duct

ion p

rogra

mm

e in

ord

er t

o m

eet

agre

ed

des

ign r

equirem

ents

, to

ensu

re p

roduct

ion o

f al

l th

e re

quired

docu

men

ts in a

fea

sible

seq

uen

ce

1.3

Id

entify

and r

eport

on d

esig

n a

nd r

esourc

e is

sues

that

affec

t pro

duct

ion p

rogra

mm

e ta

rget

s

1.4

Im

ple

men

t re

gis

ters

, re

cord

s an

d s

yste

ms

for

monitoring a

nd

contr

olli

ng d

ocu

men

t pro

duct

ion w

hic

h a

chie

ve p

rogra

mm

e co

mplia

nce

1.5

Chec

k th

at indiv

idual

pro

duct

ion inst

ruct

ions

are

accu

rate

, cl

ear

and c

om

ple

te

1.6

Im

ple

men

t pro

cedure

s, w

hic

h a

re a

ppro

priat

e to

the

requirem

ents

of

the

pro

ject

and t

he

contr

act

conditio

ns,

for

dea

ling w

ith d

iscr

epan

cies

and inco

nsi

sten

cies

in info

rmat

ion,

and d

elay

s an

d r

evis

ions

to p

roje

ct info

rmat

ion

1

Be

able

to

imple

men

t pro

ject

docu

men

tation

syst

ems

1.7

Im

ple

men

t ar

rangem

ents

and c

ontingen

cy p

lans

for

report

ing

pro

gre

ss in m

eeting t

he

pro

gra

mm

e re

quirem

ents

and t

o

man

age

docu

men

t pro

duct

ion p

roble

ms

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

0

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

2.1

Exp

lain

how

to c

onfirm

that

the

contr

ol re

quirem

ents

for

the

pro

ject

docu

men

t pro

gra

mm

e ar

e su

itab

le f

or

the

pro

ject

and

the

reso

urc

es a

vaila

ble

2.2

Exp

lain

how

to im

ple

men

t th

e pro

duct

ion p

rogra

mm

e in

ord

er t

o

mee

t ag

reed

des

ign r

equirem

ents

, to

ensu

re p

roduct

ion o

f al

l th

e re

quired

docu

men

ts in a

fea

sible

seq

uen

ce

2.3

D

escr

ibe

what

to iden

tify

as

des

ign a

nd r

esourc

e is

sues

that

af

fect

pro

duct

ion p

rogra

mm

e ta

rget

s

2.4

Exp

lain

how

to r

eport

on d

esig

n a

nd r

esourc

e is

sues

that

aff

ect

pro

duct

ion p

rogra

mm

e ta

rget

s

2.5

Exp

lain

how

to im

ple

men

t re

gis

ters

, re

cord

s an

d s

yste

ms

for

monitoring a

nd c

ontr

olli

ng d

ocu

men

t pro

duct

ion w

hic

h a

chie

ve

pro

gra

mm

e co

mplia

nce

2.6

Exp

lain

how

to c

hec

k th

at indiv

idual

pro

duct

ion inst

ruct

ions

are

accu

rate

, cl

ear

and c

om

ple

te

2.7

Exp

lain

how

to im

ple

men

t pro

cedure

s, w

hic

h a

re a

ppro

priat

e to

th

e re

quirem

ents

of

the

pro

ject

and t

he

contr

act

conditio

ns,

for

dea

ling w

ith d

iscr

epan

cies

and 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

Under

stan

d h

ow

to

imple

men

t pro

ject

docu

men

tation

syst

ems

2.8

Exp

lain

how

to im

ple

men

t ar

rangem

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

an

d t

o m

anag

e docu

men

t pro

duct

ion p

roble

ms

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

1

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

3.1

Sourc

e in

form

atio

n a

bout

pro

ject

req

uirem

ents

whic

h m

ay

contr

ibute

to t

he

pre

par

atio

n o

f docu

men

ts

3.2

Ass

ess

the

info

rmat

ion t

o s

ee w

het

her

it

is f

it f

or

purp

ose

, m

eets

the

requirem

ents

of

the

stak

ehold

ers

and r

equirem

ents

fo

r co

ntr

olli

ng d

ocu

men

t pro

duct

ion

3.3

M

ainta

in a

ccura

te a

nd c

om

ple

te r

egis

ters

and r

ecord

s w

hic

h c

an

be

use

d f

or

qual

ity

auditin

g

3.4

Colla

te d

ocu

men

ts w

hen

they

hav

e bee

n p

roduce

d a

nd r

evie

w

them

agai

nst

the

agre

ed c

rite

ria

3.5

Ensu

re t

hat

nec

essa

ry c

hec

ks a

nd a

ppro

vals

are

obta

ined

when

th

ey a

re n

eeded

3.6

Is

sue

appro

ved d

ocu

men

ts t

o r

elev

ant

stak

ehold

ers

in a

tim

ely

man

ner

3.7

Colla

te lat

e re

visi

ons,

req

uirem

ents

and a

dditio

ns

to t

he

des

ign

info

rmat

ion,

dis

trib

ute

the

info

rmat

ion p

rom

ptly

3.8

Brief

the

stak

ehold

ers

and t

he

peo

ple

res

ponsi

ble

for

pro

duci

ng

docu

men

ts

3

Be

able

to

inte

gra

te a

nd

eval

uat

e pro

ject

des

ign info

rmat

ion

3.9

Pr

oduce

up-t

o-d

ate

and a

ccura

te info

rmat

ion o

n p

rogre

ss a

nd

circ

ula

te it

to t

he

peo

ple

who n

eed t

he

info

rmat

ion

4.1

Exp

lain

how

to s

ourc

e in

form

atio

n 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

4

Under

stan

d h

ow

to

inte

gra

te a

nd

eval

uat

e pro

ject

des

ign info

rmat

ion

4.2

Exa

min

e how

to a

sses

s th

e in

form

atio

n t

o s

ee w

het

her

it

is f

it

for

purp

ose

, m

eets

the

requirem

ents

of

the

stak

ehold

ers

and

requirem

ents

for

contr

olli

ng d

ocu

men

t pro

duct

ion

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

2

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

Exp

lain

how

to m

ainta

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

4.4

Exp

lain

how

to c

olla

te d

ocu

men

ts w

hen

they

hav

e bee

n

pro

duce

d a

nd r

evie

w t

hem

agai

nst

the

agre

ed c

rite

ria

4.5

Exp

lain

how

to e

nsu

re t

hat

the

nec

essa

ry c

hec

ks a

nd a

ppro

vals

ar

e obta

ined

when

nee

ded

4.6

Exp

lain

how

to iss

ue

appro

ved d

ocu

men

ts t

o r

elev

ant

stak

ehold

ers

in a

tim

ely

man

ner

4.7

Exp

lain

how

to c

olla

te r

evis

ions,

req

uirem

ents

and a

dditio

ns

to

the

des

ign info

rmat

ion,

dis

trib

ute

the

info

rmat

ion p

rom

ptly

4.8

Exp

lain

how

to b

rief

the

stak

ehold

ers

and t

he

peo

ple

res

ponsi

ble

fo

r pro

duci

ng d

ocu

men

ts

4.9

Exp

lain

how

to p

roduce

up-t

o-d

ate

and a

ccura

te info

rmat

ion o

n

pro

gre

ss

4.1

0

Exp

lain

how

to c

ircu

late

up-t

o-d

ate

and a

ccura

te info

rmat

ion o

n

pro

gre

ss t

o t

he

peo

ple

who n

eed t

he

info

rmat

ion

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


103

Unit 10: Prepare Drawings and Schedules in Construction


QCF level: 3

Credit value: 16


Unit summary

This unit is about the preparation, checking, approval and control of drawings, schedules and associated information. You will need to produce accurate drawings in an appropriate form using standard conventions. You will need to have drawings checked and approved as necessary and keep relevant records.

You will need to produce accurate schedules in an appropriate form using standard conventions. You will need to have schedules checked and approved as necessary and keep relevant records.




Drawings:

o location, assembly, component

o sketches

o scale and full-size working drawings

o schedules

o presentation drawings

o coordination drawings

Purpose:

o obtain consents

o estimating

o procurement

o contract

o production


104

o presentation

o as built record

o health and safety file

o factory manufacture

o site installation

o subcontract and specialist details

o record payments

Methods and media:

o manual

o electronic

Drawing conventions:

o detailing standards

o codes of practice

o current industry practice

o methods of coordination (e.g. Common Arrangement)




o quality assurance documentation

Checks and approvals cover:

o format

o presentation

o accuracy

o technical content

o completeness

o referencing


o status

o positioning

o shape

o dimensions

o tolerances

o composition

o fixing


105

o annotation

o symbols and conventions


Schedules:


o schedules of works materials, building elements and components, finishes


o archiving

o cutting sheets and requisitions

Schedules will be used for:

o obtaining consents

o estimating

o procurement

o contract

o production

o as built records

o health and safety file

o factory manufacture

o site installation

o subcontract and specialist details

o record payments

o presentation

Methods and media:

o manual

o electronic

Register and records:



o quality assurance documentation

Checks and approvals cover:

o format

o presentation

o accuracy

o technical content


106

o completeness

o referencing


o status

o positioning

o shape

o dimensions

o tolerances

o composition

o fixing

o annotation

o symbols and conventions






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

7

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Pr

oduce

dra

win

gs

fit

for

purp

ose

and w

hic

h a

re c

om

ple

te,

accu

rate

, an

d c

om

ply

with t

he

des

ign info

rmat

ion

1.2

Sel

ect

met

hods

and m

edia

whic

h a

re s

uitab

le f

or

the

dra

win

gs

required

, an

d w

hic

h c

an b

e pro

duce

d w

ith t

he

reso

urc

es a

nd

tim

e av

aila

ble

1.3

U

se s

tandar

d d

raw

ing c

onve

ntions

and iden

tify

and just

ify

any

dev

iations

from

them

1.4

Cla

rify

any

info

rmat

ion t

o b

e in

cluded

whic

h is

inco

mple

te a

nd

inco

nsi

sten

t an

d m

ake

accu

rate

am

endm

ents

1.5

Kee

p r

egis

ters

and r

ecord

s of dra

win

gs

whic

h a

re c

om

ple

te,

accu

rate

and u

p-t

o-d

ate

1.6

O

bta

in n

eces

sary

chec

ks a

nd a

ppro

vals

for

the

conte

nt

and

pre

senta

tion o

f dra

win

gs

1

Be

able

to p

repar

e dra

win

gs

and

asso

ciat

ed

info

rmat

ion

1.7

U

se m

ethods

for

pro

duct

ion a

nd r

ecord

kee

pin

g w

hic

h a

re

consi

sten

t w

ith q

ual

ity

assu

rance

pro

cedure

s

2.1

Exp

lain

how

to p

roduce

dra

win

gs

whic

h a

re f

it f

or

purp

ose

2.2

Eva

luat

e how

to s

elec

t m

ethods

and m

edia

2

Under

stan

d h

ow

to

pre

par

e dra

win

gs

and a

ssoci

ated

in

form

atio

n

2.3

Exp

lain

how

to u

se s

tandar

d d

raw

ing c

onve

ntions

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

8

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

D

escr

ibe

what

to iden

tify

as

dev

iations

from

dra

win

g

conve

ntions

2.5

Eva

luat

e how

to just

ify

dev

iation

s fr

om

dra

win

g c

onve

ntions

2.6

Exp

lain

how

to c

larify

any

info

rmat

ion t

o b

e in

cluded

whic

h is

inco

mple

te a

nd inco

nsi

sten

t, a

nd m

ake

accu

rate

am

endm

ents

2.7

Exp

lain

how

to k

eep r

egis

ters

and r

ecord

s of

dra

win

gs

2.8

Exp

lain

how

to o

bta

in n

eces

sary

chec

ks a

nd a

ppro

vals

for

the

conte

nt

and p

rese

nta

tion o

f dra

win

gs

2.9

Exp

lain

how

to u

se m

ethods

for

pro

duct

ion a

nd r

ecord

kee

pin

g

whic

h a

re c

onsi

sten

t w

ith q

ual

ity

assu

rance

pro

cedure

s

3.1

Sel

ect

a fo

rmat

for

the

sched

ule

s w

hic

h m

eets

the

requirem

ents

of

the

pro

duct

ion p

roce

ss,

the

met

hod o

f m

easu

rem

ent

use

d

and t

he

way

in w

hic

h t

he

sched

ule

s w

ill b

e use

d

3.2

O

bta

in info

rmat

ion a

ccura

tely

fro

m t

he

sourc

e docu

men

ts a

nd

the

site

acc

ord

ing t

o s

tandar

d r

equirem

ents

3.3

Chec

k an

d c

onfirm

that

the

dat

a is

com

ple

te a

nd r

efer

ence

the

dat

a, c

orr

ectly,

to t

he

spec

ific

atio

n,

dra

win

gs,

man

ufa

cture

rs'

refe

rence

s an

d o

ther

appro

priat

e st

andar

ds

3.4

Cla

rify

any

info

rmat

ion t

o b

e in

cluded

whic

h is

inco

mple

te a

nd

inco

nsi

sten

t an

d m

ake

accu

rate

am

endm

ents

3

Be

able

to p

repar

e sc

hed

ule

s

3.5

Cal

cula

te q

uan

tities

and p

repar

ing d

escr

iptions

whic

h a

re a

n

accu

rate

ref

lect

ion o

f ch

anges

, cl

arific

atio

ns

and c

orr

ections

to

the

sourc

e docu

men

ts a

nd t

he

brief

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

10

9

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

3.6

Sel

ect

met

hods

and m

edia

whic

h a

re s

uitab

le f

or

the

sched

ule

s re

quired

, an

d w

hic

h c

an b

e pro

duce

d w

ith t

he

reso

urc

es a

nd

tim

e av

aila

ble

3.7

Kee

p r

egis

ters

and r

ecord

s w

hic

h a

re c

om

ple

te,

accu

rate

and

up-

to-d

ate

3.8

O

bta

in n

eces

sary

chec

ks a

nd a

ppro

vals

for

the

conte

nt

and

pre

senta

tion o

f sc

hed

ule

s

3.9

U

se m

ethods

for

pro

duct

ion a

nd r

ecord

kee

pin

g w

hic

h a

re

consi

sten

t w

ith q

ual

ity

assu

rance

pro

cedure

s

4.1

Eva

luat

e how

to s

elec

t a

form

at f

or

the

sched

ule

s w

hic

h m

eets

th

e re

quirem

ents

of

the

pro

duct

ion p

roce

ss,

the

met

hod o

f m

easu

rem

ent

use

d a

nd t

he

way

in w

hic

h t

he

sched

ule

s w

ill b

e use

d

4.2

Exp

lain

how

to o

bta

in info

rmat

ion a

ccura

tely

fro

m t

he

sourc

e docu

men

ts a

nd t

he

site

acc

ord

ing t

o s

tandar

d r

equirem

ents

4.3

Exp

lain

how

to c

hec

k an

d c

onfirm

that

the

dat

a is

com

ple

te

4.4

Exp

lain

how

to c

larify

and m

ake

accu

rate

am

endm

ents

to a

ny

info

rmat

ion t

o b

e in

cluded

whic

h is

inco

mple

te a

nd inco

nsi

sten

t

4.5

Exp

lain

how

to c

alcu

late

quan

tities

and p

repar

e des

crip

tions

4.6

Eva

luat

e how

to s

elec

t m

ethods

and m

edia

4.7

Exp

lain

how

to r

efer

ence

the

dat

a to

the

spec

ific

atio

n,

dra

win

gs,

m

anufa

cture

r's

refe

rence

s an

d o

ther

appro

priat

e st

andar

ds

4

Under

stan

d h

ow

to

pre

par

e sc

hed

ule

s

4.8

Exp

lain

how

to k

eep c

om

ple

te,

accu

rate

and u

p-t

o-d

ate

regis

ters

and r

ecord

s

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

0

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

4.9

Exp

lain

how

to o

bta

in c

hec

ks a

nd a

ppro

vals

4.1

0

Exp

lain

how

to u

se m

ethods

for

pro

duct

ion a

nd r

ecord

kee

pin

g

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


111

Unit 11: Prepare for Work Operations in Construction


QCF level: 4

Credit value: 17


Unit summary

This unit is about implementing the work and ensuring it complies with quality standards and legal and statutory requirements. It is about preparing a site for the work to be carried out and obtaining all the necessary resources. You will need to identify all the factors, such as safety, access, public utilities, layout and security that will affect the work on site and make the necessary arrangements to satisfy them. You will need to assemble and clarify information regarding carrying out the work and obtain resources to meet project requirements.




Information:

o survey reports

o design

o contractual

o statutory consents

o contractor’s pre-planning information

o Construction Phase Plan

o subcontract

Construction Phase Plan:

o project specific

o provision for recording revisions

o in a form suitable for the users

o topics as approved in code of practice Managing Health and Safety in Construction. HSE publications: www.hse.gov.uk/pubns/books/l144.htm

http://www.hse.gov.uk/pubns/books/l144.htm�


112

Requirements of Schedule two in the Regulations:

o sanitary conveniences

o washing facilities

o drinking water

o changing rooms and lockers

o facilities for rest

Requirements–relating to:

o occupiers

o environmental considerations

o vehicular access/egress

o health and safety

o hazards

o trespass

o near neighbours

o public access

o site conditions

o statutory regulations and limitations

o codes of practice


Special considerations:

o occupiers

o near neighbours

o public access

o site conditions

o site conditions

o statutory regulations and limitations

o codes of practice


o environment

o hazards

o third parties

Site layout for operational purposes:

o storage and materials handling

o temporary accommodation

o work areas


113

o plant

o temporary services

o access/egress

o traffic movement

o security

o continuing use by occupiers

o waste management

o pollution control


Programme:

o bar charts

o network analysis

o critical paths

o line of balance

o action lists

o method statements

Resources:

o people


o materials and components

o subcontractors

o information






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

4

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Ass

emble

and r

evie

w r

elev

ant

info

rmat

ion w

hic

h w

as u

sed in t

he

pre

par

atio

n o

f th

e pro

ject

pla

n,

clar

ify

any

info

rmat

ion w

hic

h is

not

clea

r an

d u

pdat

e it f

or

pro

duct

ion p

lannin

g p

urp

ose

s

1.2

Rev

iew

the

const

ruct

ion p

has

e pla

n t

o s

ee t

hat

it

adeq

uat

ely

mee

ts t

he

requirem

ents

of

the

Reg

ula

tions

and a

ddre

sses

the

key

pro

ject

ris

ks iden

tified

in t

he

pre

-const

ruct

ion info

rmat

ion

1.3

Rev

iew

the

wel

fare

pro

posa

ls t

o en

sure

that

they

adeq

uat

ely

met

the

requirem

ents

of

Sch

edule

tw

o in t

he

Reg

ula

tions

1.4

Pr

ovi

de

suitab

le a

nd s

uff

icie

nt

advi

ce t

o t

he

clie

nt

about

the

adeq

uac

y of

the

const

ruct

ion p

has

e pla

n a

nd t

he

implic

atio

ns

of

that

advi

ce f

or

the

star

t of

the

const

ruct

ion p

has

e

1.5

G

ive

adeq

uat

e notice

, as

req

uired

in t

he

contr

act,

to a

ll th

e peo

ple

who w

ill b

e af

fect

ed a

bout

when

the

work

will

sta

rt,

how

lo

ng it

will

tak

e an

d w

hen

it

will

fin

ish,

and c

onfirm

all

the

dat

es

in w

riting

1.6

Id

entify

, re

cord

and o

bta

in info

rmat

ion r

equirem

ents

bef

ore

w

ork

sta

rts

1

Be

able

to c

olla

te

and

pre

sent

tender

info

rmat

ion

1.7

Pl

an a

nd o

bta

in s

uff

icie

nt

reso

urc

es o

f th

e ap

pro

priat

e ty

pe

whic

h w

ill m

eet

the

pro

ject

req

uirem

ents

and t

imes

cale

s

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

5

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

2.1

Exp

lain

how

to a

ssem

ble

rel

evan

t in

form

atio

n w

hic

h w

as u

sed in

the

pre

par

atio

n o

f th

e pro

ject

pla

n

2.2

Exa

min

e how

to r

evie

w r

elev

ant

info

rmat

ion w

hic

h w

as u

sed in

the

pre

par

atio

n o

f th

e pro

ject

pla

n

2.3

Exp

lain

how

to c

larify

any

info

rmat

ion w

hic

h is

not

clea

r an

d

updat

e it f

or

pro

duct

ion p

lannin

g p

urp

ose

s

2.4

Exa

min

e how

to r

evie

w t

he

const

ruct

ion p

has

e pla

n t

o s

ee t

hat

it a

deq

uat

ely

mee

ts t

he

requirem

ents

of

the

Reg

ula

tions

and

addre

sses

the

key

pro

ject

ris

ks iden

tified

in t

he

pre

-const

ruct

ion

info

rmat

ion

2.5

Exa

min

e how

to r

evie

w t

he

wel

fare

pro

posa

ls t

o e

nsu

re t

hat

th

ey a

deq

uat

ely

met

the

requirem

ents

of

sched

ule

tw

o in t

he

Reg

ula

tions

2.6

Exp

lain

how

to p

rovi

de

suitab

le a

nd s

uffic

ient

advi

ce t

o t

he

clie

nt

about

the

adeq

uac

y of

the

const

ruct

ion p

has

e pla

n a

nd

the

implic

atio

ns

of

that

advi

ce f

or

the

star

t of

the

const

ruct

ion

phas

e

2.7

Exp

lain

how

to g

ive

adeq

uat

e not

ice,

as

required

in t

he

contr

act,

to

all

the

peo

ple

who w

ill b

e af

fect

ed a

bout

when

the

work

will

st

art,

how

long it

will

tak

e an

d w

hen

it

will

fin

ish,

and c

onfirm

all

the

dat

es in w

riting

2

Under

stan

d h

ow

to

colla

te a

nd

pre

sent

tender

in

form

atio

n

2.8

D

escr

ibe

what

to iden

tify

as

info

rmat

ion r

equirem

ents

bef

ore

w

ork

sta

rts

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

6

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

2.9

Exp

lain

how

to r

ecord

and o

bta

in info

rmat

ion r

equirem

ents

bef

ore

work

sta

rts

2.1

0

Propose

how

to p

lan s

uffic

ient

reso

urc

es o

f th

e ap

pro

priat

e ty

pe

whic

h w

ill m

eet

the

pro

ject

req

uirem

ents

and t

imes

cale

s

2.1

1

Exp

lain

how

to o

bta

in s

uffic

ient

reso

urc

es o

f th

e ap

pro

priat

e ty

pe

whic

h w

ill m

eet

the

pro

ject

req

uirem

ents

and t

imes

cale

s

3.1

Id

entify

with s

ite

per

sonnel

any

spec

ial co

nsi

der

atio

ns,

rec

ord

th

em a

nd p

ass

them

on t

o p

eople

who m

ay b

e af

fect

ed

3.2

G

ive

accu

rate

det

ails

about

the

pro

pose

d w

ork

s to

the

regula

tory

auth

orities

, utilit

y an

d e

mer

gen

cy s

ervi

ces,

incl

udin

g

obta

inin

g n

eces

sary

appro

vals

3.3

M

ake

arra

ngem

ents

for

adeq

uat

e si

te s

afet

y an

d s

ecurity

bef

ore

w

ork

sta

rts

3

Be

able

to p

repar

e fo

r si

te o

per

atio

ns

3.4

Pr

epar

e th

e si

te lay

out

for

oper

atio

nal

purp

ose

s an

d p

ass

on

info

rmat

ion a

bout

the

pla

ns

to t

he

peo

ple

who w

ill b

e w

ork

ing

on t

he

site

4.1

D

escr

ibe

what

to iden

tify

with s

ite

per

sonnel

as

any

spec

ial

consi

der

atio

ns

4.2

Exp

lain

how

to r

ecord

spec

ial co

nsi

der

atio

ns

and p

ass

them

on

to p

eople

who w

ill b

e af

fect

ed

4.3

Exp

lain

how

to g

ive

accu

rate

det

ails

about

the

pro

pose

d w

ork

s to

the

regula

tory

auth

orities

, utilit

y an

d e

mer

gen

cy s

ervi

ces,

in

cludin

g o

bta

inin

g n

eces

sary

appro

vals

4

Under

stan

d h

ow

to

pre

par

e fo

r si

te

oper

atio

ns

4.4

Exp

lain

how

to m

ake

arra

ngem

ents

for

adeq

uat

e si

te s

afet

y an

d

secu

rity

bef

ore

work

sta

rts

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

7

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

Exp

lain

how

to p

repar

e th

e si

te lay

out

for

oper

atio

nal

purp

ose

s an

d p

ass

on info

rmat

ion a

bout

the

pla

ns

to t

he

peo

ple

who w

ill

be

work

ing o

n t

he

site

5.1

O

rgan

ise

the

reso

urc

es n

eces

sary

to c

om

ple

te t

he

pro

ject

pro

gra

mm

e, incl

udin

g e

xpla

inin

g t

he

det

aile

d p

rogra

mm

e an

d

met

hod s

tate

men

ts t

o t

he

work

forc

e

5.2

Contr

ol th

e w

ork

s an

d r

esourc

es s

o t

hat

conditio

ns

are

safe

, th

e si

te is

tidy

and c

reat

es a

fav

oura

ble

im

age

of

the

org

anis

atio

n,

its

pro

duct

s an

d its

ser

vice

s an

d o

f th

e pro

ject

5

Be

able

to

imple

men

t an

d

contr

ol w

ork

oper

atio

ns

5.3

M

onitor

pro

gre

ss a

gai

nst

the

pro

gra

mm

e an

d iden

tify

act

ions

whic

h c

an b

e ta

ken t

o m

inim

ise

dis

ruption t

o t

he

pro

gra

mm

e an

d c

om

munic

ate

them

to lin

e m

anag

er

6.1

Pr

opose

how

to o

rgan

ise

the

reso

urc

es n

eces

sary

to c

om

ple

te

the

pro

ject

pro

gra

mm

e, incl

udin

g e

xpla

inin

g t

he

det

aile

d

pro

gra

mm

e an

d m

ethod s

tate

men

ts t

o t

he

work

forc

e

6.2

Eva

luat

e how

to c

ontr

ol th

e w

ork

s an

d r

esourc

es s

o t

hat

co

nditio

ns

are

safe

, th

e si

te is

tidy

and c

reat

es a

fav

oura

ble

im

age

of

the

org

anis

atio

n,

its

pro

duct

s an

d its

ser

vice

s an

d o

f th

e pro

ject

6.3

Exa

min

e how

to m

onitor

pro

gre

ss a

gai

nst

the

pro

gra

mm

e

6.4

D

escr

ibe

what

to iden

tify

as

actions

whic

h c

an b

e ta

ken t

o

min

imis

e dis

ruption t

o t

he

pro

gra

mm

e

6

Under

stan

d h

ow

to

imple

men

t an

d

contr

ol w

ork

oper

atio

ns

6.5

Exp

lain

how

to c

om

munic

ate

actions

to lin

e m

anag

er w

hic

h c

an

be

take

n t

o m

inim

ise

dis

ruption t

o t

he

pro

gra

mm

e

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

11

8

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


119

Unit 12: Implement Contract Work in Construction

Unit reference number: L/505/9992

QCF level: 4

Credit value: 16


Unit summary

This unit is about organising and controlling resources, developing effective plans to meet contingencies, and informing those responsible for making necessary changes. You will need to identify 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 statutory and contractual requirements, implement systems and identify non-compliance. You will need to implement corrective action where there is non-compliance.




Quality standards and guidance:

o statutory requirements

o contract requirements

o project specifications

o British standards

o international standards

o codes of practice

o organisation standards

o trade advisory guidance and best practice

o benchmarks

o dimensional control criteria


120

People responsible:

o operatives and tradespersons

o consultants

o contractors

o subcontractors

o suppliers

o workforce

Systems:

o inspection

o comparison with design requirements

o comparison with standard documentation

o checking manufacturers documentation

o checking delivery notes

o sampling and mock-ups

o testing

o inspection reports

o contractor reports

o site meetings

o dimension checks

Work:

o materials and components and their use

o construction


Statutory and contractual requirements and responsibilities for:

o building control

o environmental health


o environment (e.g. noise, dust, transport, emissions, waste management)

o fire

o utilities regulations

o highways

o heritage and ecology

o development licences and building permits

o employment practice

o byelaws


121

o non-statutory guidelines

o community benefits

o energy use

o insurance

o project activities

o security

Monitoring systems:

o inspection

o comparison with design requirements

o comparison with standard documentation

o checking manufacturers' documentation

o checking delivery notes

o sampling

o testing

o site inspection reports


o meetings

o dimension checks

Corrective action:

o instigate contingency action and restore compliance

o agree waiver

People who have an interest:

o operatives and tradespersons

o consultants

o contractors

o subcontractors

o suppliers

o workforce





122



Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

12

3

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Id

entify

contr

act

qual

ity

stan

dar

ds

and g

uid

ance

and t

he

peo

ple

re

sponsi

ble

for

mee

ting t

hem

1.2

Id

entify

sourc

es o

f guid

ance

on im

ple

men

ting w

ork

to t

he

spec

ifie

d s

tandar

d a

nd p

ass

that

info

rmat

ion o

n t

o t

hose

peo

ple

re

sponsi

ble

for

doin

g t

he

work

1.3

Set

up s

yste

ms

for

insp

ecting a

nd c

ontr

olli

ng t

he

qual

ity

of

work

an

d r

ecord

the

outc

om

es

1.4

Spec

ify

clea

rly

the

resp

onsi

bili

ties

whic

h indiv

idual

s hav

e fo

r m

ainta

inin

g q

ual

ity

stan

dar

ds

and g

uid

ance

1.5

Chec

k th

at w

ork

is

carr

ied o

ut

in a

ccord

ance

with t

he

guid

ance

obta

ined

and t

o t

he

qual

ity

stan

dar

ds

1.6

Id

entify

work

whic

h h

as n

ot

met

the

qual

ity

stan

dar

ds

and

sugges

t co

rrec

tive

act

ion t

o lin

e m

anag

er a

nd if

agre

ed,

monitor

pro

gre

ss

1

Be

able

to c

ontr

ol

work

agai

nst

ag

reed

contr

act

qual

ity

stan

dar

ds

1.7

Id

entify

im

pro

vem

ents

fro

m fee

dbac

k re

ceiv

ed a

nd r

ecom

men

d

them

to d

ecis

ion m

aker

s

2.1

D

escr

ibe

what

to iden

tify

as

contr

act

qual

ity

stan

dar

ds

and

guid

ance

and t

he

peo

ple

res

ponsi

ble

for

mee

ting t

hem

2

Under

stan

d h

ow

to

be

able

to c

ontr

ol

work

agai

nst

ag

reed

contr

act

qual

ity

stan

dar

ds

2.2

D

escr

ibe

what

to iden

tify

as

sourc

es o

f guid

ance

on

imple

men

ting w

ork

to t

he

spec

ifie

d s

tandar

d

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

12

4

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

Exp

lain

how

to p

ass

info

rmat

ion o

n t

o t

hose

peo

ple

res

ponsi

ble

fo

r doin

g t

he

work

2.4

Pro

pose

how

to s

et u

p s

yste

ms

for

insp

ecting a

nd c

ontr

olli

ng t

he

qual

ity

of

work

2.5

Exp

lain

how

to r

ecord

the

outc

om

es o

f sy

stem

s fo

r in

spec

ting

and c

ontr

olli

ng t

he

qual

ity

of

work

2.6

Exp

lain

how

to s

pec

ify

clea

rly

the

resp

onsi

bili

ties

whic

h

indiv

idual

s hav

e fo

r m

ainta

inin

g q

ual

ity

stan

dar

ds

and g

uid

ance

2.7

Exp

lain

how

to c

hec

k th

at w

ork

is

carr

ied o

ut

in a

ccord

ance

with

the

guid

ance

obta

ined

and t

o t

he

qual

ity

stan

dar

ds

2.8

D

escr

ibe

what

to iden

tify

as

work

whic

h h

as n

ot

met

the

qual

ity

stan

dar

ds

2.9

Pr

opose

how

to s

ugges

t co

rrec

tive

act

ion t

o lin

e m

anag

er

2.1

0

Exa

min

e how

to m

onitor

pro

gre

ss o

f ag

reed

corr

ective

act

ion

take

n

2.1

1

Des

crib

e w

hat

to iden

tify

as

impro

vem

ents

fro

m f

eedbac

k re

ceiv

ed

2.1

2

Propose

how

to r

ecom

men

d im

pro

vem

ents

to d

ecis

ion m

aker

s

3.1

Id

entify

sta

tuto

ry a

nd c

ontr

actu

al r

equirem

ents

3.2

Brief

peo

ple

about

thei

r st

atuto

ry a

nd c

ontr

actu

al r

esponsi

bili

ties

bef

ore

they

sta

rt w

ork

on t

he

contr

act

3

Be

able

to m

ainta

in

contr

act

com

plia

nce

with

stat

uto

ry a

nd

contr

actu

al

requirem

ents

3.3

D

evel

op a

nd im

ple

men

t m

onitoring s

yste

ms,

colle

ct info

rmat

ion

regula

rly

and s

um

mar

ise

it a

ccura

tely

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

12

5

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

Id

entify

situat

ions

whic

h d

o n

ot

com

ply

with s

tatu

tory

and

contr

actu

al r

equirem

ents

, in

vest

igat

e th

e ci

rcum

stan

ces

thoro

ughly

and t

ake

appro

priat

e co

rrec

tive

act

ion

3.5

Id

entify

any

new

sta

tuto

ry a

nd c

ontr

actu

al r

equirem

ents

whic

h

may

hav

e 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 t

o p

eople

who h

ave

an inte

rest

3.6

Com

ple

te s

tatu

tory

and c

ontr

actu

al r

eturn

s ac

cura

tely

and o

n

tim

e

4.1

D

escr

ibe

what

to iden

tify

as

stat

uto

ry a

nd c

ontr

actu

al

requirem

ents

4.2

Exp

lain

how

to b

rief

peo

ple

on s

tatu

tory

and c

ontr

actu

al

resp

onsi

bili

ties

bef

ore

they

sta

rt w

ork

on t

he

contr

act

4.3

Pr

opose

how

to d

evel

op m

onitoring s

yste

ms

4.4

Exp

lain

how

to im

ple

men

t m

onitoring s

yste

ms

and c

olle

ct a

nd

sum

mar

ise

info

rmat

ion

4.5

D

escr

ibe

what

to iden

tify

as

situ

atio

ns

whic

h d

o n

ot

com

ply

with

stat

uto

ry a

nd c

ontr

actu

al r

equirem

ents

4.6

Exa

min

e how

to inve

stig

ate

the

circ

um

stan

ces

of

situ

atio

ns

whic

h d

o n

ot

com

ply

with s

tatu

tory

and c

ontr

actu

al

requirem

ents

4.7

Exp

lain

how

to t

ake

appro

priat

e co

rrec

tive

act

ion in s

ituat

ions

whic

h d

o n

ot

com

ply

with leg

al a

nd s

tatu

tory

req

uirem

ents

4

Under

stan

d h

ow

to

mai

nta

in c

ontr

act

com

plia

nce

with

stat

uto

ry a

nd

contr

actu

al

requirem

ents

4.8

D

escr

ibe

what

to iden

tify

as

any

new

sta

tuto

ry a

nd c

ontr

actu

al

requirem

ents

whic

h m

ay h

ave

an im

pac

t on t

he

pro

ject

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

12

6

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

4.9

Exp

lain

how

to s

um

mar

ise

the

import

ant

det

ails

of

any

new

st

atuto

ry a

nd c

ontr

actu

al r

equirem

ents

whic

h m

ay h

ave

an

impac

t on t

he

pro

ject

4.1

0

Exp

lain

how

to c

om

ple

te s

tatu

tory

and c

ontr

actu

al r

eturn

s

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


127

Unit 13: Establish and Maintain the Dimensional Control of Construction Works

Unit reference number: M/504/7351

QCF level: 3

Credit value: 15


Unit summary

This unit is about obtaining and verifying dimensional control information, selecting techniques and equipment, setting out activities and ensuring accuracy of the work. You will need to obtain, collate and verify relevant information and using appropriate techniques and equipment, set out, as required, recording information needed for later use. You will need to supply the workforce with dimensional control information, ensure that the results of setting out activities are accurate and also identify and deal with deviations. You will need to check and maintain equipment as specified by manufacturers.




Problems:

o unclear and missing information

o inconsistencies between documents

Information:

o dimensions

o locations

o levels (including inaccuracies and deviations)

o grid systems

o templates

o schedules


128

Variations:

o boundaries

o levels

o locations

Reference markers:

o ground stations

o baselines

o benchmarks

o elevated target positions

Measuring and recording equipment:

o mechanical

o optical

o electronic


Dimensional controls:

o lines

o levels

o angles

o distances

o curves

Measuring and recording equipment:

o mechanical

o optical

o electronic

Deviations–arising from:

o transfer of lines and levels

o use of wrong lines and levels

o calculations


129

Circumstances and conditions:

o land

o water

o obstacles

o climatic variation

o ‘live’ conditions (e.g. buildings and sites in use, roads, railways, runways)

o planned circumstances

o emergency circumstances

o vandalism






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

0

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

O

bta

in a

vaila

ble

surv

ey info

rmat

ion,

chec

k th

at it

is u

p t

o d

ate

and r

esolv

e an

y pro

ble

ms

1.2

Corr

elat

e in

form

atio

n o

n c

onst

ruct

ion a

nd inst

alla

tion w

hic

h is

rele

vant

to t

he

sett

ing o

ut

of

the

pro

ject

1.3

Id

entify

var

iations

bet

wee

n t

he

spec

ifie

d a

nd t

he

actu

al s

ite

dim

ensi

ons,

rec

ord

them

and c

ircu

late

them

to lin

e m

anag

er

1.4

Pr

ovi

de

the

work

forc

e w

ith s

uffic

ient

clea

r an

d a

ccura

te

info

rmat

ion t

o e

nab

le t

hem

to a

ccura

tely

posi

tion,

alig

n a

nd

leve

l th

e w

ork

usi

ng r

elev

ant

sett

ing o

ut

tech

niq

ues

1.5

Id

entify

, dev

elop a

nd a

gre

e a

met

hod s

tate

men

t fo

r se

ttin

g o

ut

whic

h w

ill a

chie

ve t

he

required

deg

ree

of

accu

racy

1.6

Sel

ect,

chec

k an

d m

ainta

in m

easu

ring a

nd r

ecord

ing e

quip

men

t w

hic

h m

eets

the

spec

ifie

d a

ccura

cy c

rite

ria

1.7

Apply

rel

evan

t se

ttin

g o

ut

tech

niq

ues

whic

h m

eet

the

spec

ifie

d

accu

racy

crite

ria

1.8

Set

out

refe

rence

mar

kers

whic

h a

re s

uitab

ly p

lace

d,

accu

rate

ly

pla

ced,

iden

tified

cle

arly

and p

rote

cted

fro

m m

ove

men

t or

rem

ova

l

1

Be

able

to a

pply

dim

ensi

onal

contr

ol

criter

ia

1.9

Rec

ord

any

sett

ing o

ut

info

rmat

ion w

hic

h m

ay b

e of

late

r use

an

d s

tore

it

secu

rely

so t

hat

it

is a

vaila

ble

when

nee

ded

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

1

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

2.1

Exp

lain

how

to o

bta

in a

vaila

ble

surv

ey info

rmat

ion a

nd c

hec

k th

at s

urv

ey info

rmat

ion is

up t

o d

ate

2.2

Pro

pose

how

to r

esolv

e an

y pro

ble

ms

with s

urv

ey info

rmat

ion

2.3

Pr

opose

how

to c

orr

elat

e in

form

atio

n o

n c

onst

ruct

ion a

nd

inst

alla

tion w

hic

h is

rele

vant

to t

he

sett

ing o

ut

of

the

pro

ject

2.4

D

escr

ibe

what

to iden

tify

as

variat

ions

bet

wee

n t

he

spec

ifie

d

and t

he

actu

al s

ite

dim

ensi

ons,

rec

ord

them

and c

ircu

late

them

to

lin

e m

anag

er

2.5

Exp

lain

how

to p

rovi

de

the

wor

kforc

e w

ith s

uff

icie

nt

clea

r an

d

accu

rate

info

rmat

ion t

o e

nab

le t

hem

to a

ccura

tely

posi

tion,

alig

n

and lev

el t

he

work

usi

ng r

elev

ant

sett

ing o

ut

tech

niq

ues

2.6

D

escr

ibe

what

to iden

tify

as

a m

ethod s

tate

men

t fo

r se

ttin

g o

ut

whic

h w

ill a

chie

ve t

he

required

deg

ree

of

accu

racy

2.7

Pr

opose

how

to d

evel

op a

met

hod s

tate

men

t fo

r se

ttin

g o

ut

whic

h w

ill a

chie

ve t

he

required

deg

ree

of

accu

racy

2.8

Eva

luat

e how

to a

gre

e a

met

hod s

tate

men

t fo

r se

ttin

g o

ut

whic

h

will

ach

ieve

the

required

deg

ree

of

accu

racy

2.9

Eva

luat

e how

to s

elec

t, c

hec

k an

d m

ainta

in m

easu

ring a

nd

reco

rdin

g e

quip

men

t w

hic

h m

eets

the

spec

ifie

d a

ccura

cy c

rite

ria

2.1

0

Exp

lain

how

to a

pply

rel

evan

t se

ttin

g o

ut

tech

niq

ues

whic

h m

eet

the

spec

ifie

d a

ccura

cy c

rite

ria

2

Under

stan

d h

ow

to

apply

dim

ensi

onal

co

ntr

ol cr

iter

ia

2.1

1

Exp

lain

how

to s

et o

ut

refe

rence

mar

kers

whic

h a

re s

uitab

ly

pla

ced,

accu

rate

ly p

lace

d,

iden

tified

cle

arly

and p

rote

cted

fro

m

move

men

t or

rem

ova

l

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

2

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

2.1

2

Exp

lain

how

to r

ecor

d a

ny

sett

ing o

ut

info

rmat

ion w

hic

h m

ay b

e of

late

r use

and s

tore

it

secu

rely

so t

hat

it

is a

vaila

ble

when

nee

ded

3.1

Chec

k m

easu

ring a

nd r

ecord

ing e

quip

men

t, a

nd a

pply

the

man

ufa

cture

r's

tole

rance

s to

adju

st t

hem

to m

ainta

in t

he

spec

ifie

d a

ccura

cy

3.2

O

bse

rve

and m

easu

re d

imen

sional

contr

ols

, se

ttin

g o

ut

poin

ts,

lines

and p

rofile

s ac

cura

tely

and r

ecord

the

resu

lts

to m

eet

qual

ity

stan

dar

ds

3.3

Id

entify

any

dev

iations

in p

osi

tion,

alig

nm

ent

and lev

el a

nd t

ake

the

nec

essa

ry c

orr

ective

act

ion

3

Be

able

to m

ainta

in

the

dim

ensi

onal

ac

cura

cy o

f w

ork

s

3.4

Rev

ise

work

pro

cedure

s an

d p

ract

ices

to m

inim

ise

dev

iations

and t

o a

llow

for

diffe

rent

circ

um

stan

ces

and c

onditio

ns

4.1

Exp

lain

how

to c

hec

k m

easu

ring a

nd r

ecord

ing e

quip

men

t, a

nd

apply

the

man

ufa

cture

r's

tole

rance

s to

adju

st t

hem

to m

ainta

in

the

spec

ifie

d a

ccura

cy

4.2

Exp

lain

how

to o

bse

rve

and m

easu

re d

imen

sional

contr

ols

, se

ttin

g o

ut

poin

ts,

lines

and p

rofile

s ac

cura

tely

and r

ecord

the

resu

lts

to m

eet

qual

ity

stan

dar

ds

4.3

D

escr

ibe

what

to iden

tify

as

any

dev

iations

in p

osi

tion,

alig

nm

ent

and lev

el a

nd t

ake

the

nec

essa

ry c

orr

ective

act

ion

4

Under

stan

d h

ow

to

mai

nta

in t

he

dim

ensi

onal

ac

cura

cy o

f w

ork

s

4.4

Exp

lain

how

to r

evis

e w

ork

pro

cedure

s an

d p

ract

ices

to m

inim

ise

dev

iations

and t

o a

llow

for

diffe

rent

circ

um

stan

ces

and

conditio

ns

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

3

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


134


135

Unit 14: Prepare for and Carry Out Physical Testing in Construction


QCF level: 3

Credit value: 12


Unit summary

This unit is about making preparations to carry out physical testing, carrying out the tests in the most appropriate way, and collecting, checking and verifying the results and presenting them in a suitable format.

You will need to confirm the specification and methods ensuring that all agreements have been obtained and that suitable equipment is available. You will need to check the equipment, brief the people involved and ensure that all arrangements are in place and conform to specified requirements.

You will need to carry out the tests in accordance with agreed procedures, consulting others where relevant and also implement changes to allow for changing circumstances that may arise. You will also need to record the data and ensure any restoration needed is carried out. You will need to collect, check and verify the data and present it, including any commentary in a suitable format and also advise people how to interpret the data.




Test:

o materials

o components and systems

o natural environment

Test equipment:

o as defined by relevant legislation

o code of practice as accepted by recognised authorities in the field


136

Arrangements for personal safety:

o personal safety equipment and clothing

o safe use of access equipment (including ladders, tower scaffolds, hydraulic hoists–as required under health and safety legislation)

o industry codes of practice and regulations applying to test location and/or tests being conducted

o as identified by risk assessments


Tests:

o materials

o component and systems


Safe working practices:

o personal safety equipment and clothing

o safe use of access equipment (including ladders, tower scaffolds, hydraulic hoists–as required under health and safety legislation)

o industry codes of practice and regulations applying to test location and/or tests being conducted

o as identified by risk assessments

Processes:

o as defined by relevant legislation

o code of practice as accepted by recognised authorities in the field

Methods:

o visual

o approximate estimated

o detailed assessment of specified features

Results:

o written

o graphical

o electronic

o samples, e.g. cores


137


Tests:

o materials

o components and systems


Results:

o written

o graphical

o electronic


Present:

o orally

o in writing

o graphically

o electronically







Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

8

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Rev

iew

the

phys

ical

tes

t sp

ecific

atio

n,

pla

n a

nd s

ched

ule

to

under

stan

d a

nd c

onfirm

thei

r purp

ose

and v

iabili

ty

1.2

Chec

k an

d c

onfirm

, bef

ore

sta

rtin

g t

he

test

, th

at p

eople

who w

ill

be

affe

cted

hav

e giv

en t

hei

r ag

reem

ent

1.3

Arr

ange

for

suitab

le t

est

equip

men

t to

be

bro

ught

to t

he

site

an

d k

ept

safe

ly a

nd s

ecure

ly

1.4

Chec

k te

st e

quip

men

t so

that

it

is a

ccura

te b

efore

it

is u

sed f

or

taki

ng m

easu

rem

ents

1.5

Pr

epar

e a

test

ing m

ethod s

tate

men

t an

d b

rief

the

peo

ple

who

will

be

invo

lved

in t

he

test

about

what

they

are

exp

ecte

d t

o d

o,

the

det

ails

of

the

test

, th

e si

te a

nd t

he

equip

men

t

1

Be

able

to p

repar

e fo

r phys

ical

tes

ting

1.6

Chec

k an

d c

onfirm

that

sig

ns,

arr

angem

ents

for

per

sonal

saf

ety,

eq

uip

men

t an

d s

ite

acce

ss c

onfo

rm t

o g

ood p

ract

ice,

leg

isla

tion

and r

egula

tions

2.1

Exa

min

e how

to r

evie

w t

he

phys

ical

tes

t sp

ecific

atio

n,

pla

n a

nd

sched

ule

to u

nder

stan

d a

nd c

onfirm

thei

r purp

ose

and v

iabili

ty

2.2

Exp

lain

how

to c

hec

k an

d c

onfirm

, bef

ore

sta

rtin

g t

he

test

, th

at

peo

ple

who w

ill b

e af

fect

ed h

ave

giv

en t

hei

r ag

reem

ent

2

Under

stan

d h

ow

to

pre

par

e fo

r phys

ical

tes

ting

2.3

Exp

lain

how

to a

rran

ge

for

suitab

le t

est

equip

men

t to

be

bro

ught

to t

he

site

and k

ept

safe

ly a

nd s

ecure

ly

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

13

9

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

Exp

lain

how

to c

hec

k te

st e

quip

men

t so

that

it

is a

ccura

te

bef

ore

it

is u

sed f

or

taki

ng m

easu

rem

ents

2.5

Exp

lain

how

to p

repar

e a

test

ing m

ethod s

tate

men

t an

d b

rief

th

e peo

ple

who w

ill b

e in

volv

ed in t

he

test

about

what

they

are

ex

pec

ted t

o d

o,

the

det

ails

of

the

test

, th

e si

te a

nd t

he

equip

men

t

2.6

Exp

lain

how

to c

hec

k an

d c

onfirm

that

sig

ns,

arr

angem

ents

for

per

sonal

saf

ety,

equip

men

t an

d s

ite

acce

ss c

onfo

rm t

o g

ood

pra

ctic

e, leg

isla

tion a

nd r

egula

tions

3.1

Conduct

phys

ical

tes

ts in a

way

whic

h b

alan

ces

accu

racy

and

cost

and k

eeps

dis

ruption t

o a

min

imum

3.2

Confo

rm t

o s

afe

work

ing p

ract

ices

during t

esting

3.3

Consu

lt w

ith e

xper

ts w

hen

spec

ialis

t in

form

atio

n is

nee

ded

w

hic

h is

rele

vant

to t

he

test

3.4

Tes

t, u

sing p

roce

sses

and m

ethods

whic

h m

eet

the

spec

ific

atio

n

3.5

Set

ref

eren

ce c

ontr

ols

and m

ainta

in t

hem

3.6

M

odify

test

pro

cess

es a

nd m

ethods

to s

uit t

he

conditio

ns

and t

o

allo

w f

or

contingen

cies

aft

er c

onsu

ltat

ion w

ith lin

e m

anag

er

3.7

Rec

ord

tes

t re

sults

clea

rly

and a

ccura

tely

and s

tore

it

secu

rely

fo

r la

ter

anal

ysis

3

Be

able

to c

arry

out

phys

ical

tes

ting

3.8

Res

tore

are

as w

hic

h h

ave

bee

n o

pen

ed u

p f

or

acce

ss s

o t

hat

su

bse

quen

t pro

cess

es c

an t

ake

pla

ce

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

14

0

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

4.1

Exp

lain

how

to c

onduct

phys

ical

tes

ts in a

way

whic

h b

alan

ces

accu

racy

and c

ost

and k

eeps

dis

ruption t

o a

min

imum

4.2

Exp

lain

how

to c

onfo

rm t

o s

afe

wor

king p

ract

ices

during t

esting

4.3

Exp

lain

how

to c

onsu

lt w

ith e

xper

ts w

hen

spec

ialis

t in

form

atio

n

is n

eeded

whic

h is

rele

vant

to t

he

test

4.4

Exa

min

e how

to t

est,

usi

ng p

roce

sses

and m

ethods

whic

h m

eet

the

spec

ific

atio

n

4.5

Exp

lain

how

to s

et r

efer

ence

con

trols

and m

ainta

in t

hem

4.6

Exp

lain

how

to m

odify

test

pro

cess

es a

nd m

ethods

to s

uit t

he

conditio

ns

and t

o a

llow

for

contingen

cies

aft

er c

onsu

ltat

ion w

ith

line

man

ager

4.7

Exp

lain

how

to r

ecord

tes

t re

sults

clea

rly

and a

ccura

tely

and

store

it

secu

rely

for

late

r an

alys

is

4

Under

stan

d h

ow

to

carr

y out

phys

ical

te

stin

g

4.8

Exp

lain

how

to r

esto

re a

reas

whic

h h

ave

bee

n o

pen

ed u

p f

or

acce

ss s

o t

hat

subse

quen

t pro

cess

es c

an t

ake

pla

ce

5.1

Colle

ct t

oget

her

the

reco

rded

tes

t re

sults

to a

llow

an a

ccura

te

anal

ysis

to b

e m

ade

5.2

Chec

k an

d v

erify

the

test

res

ults

to m

ainta

in a

ccura

cy a

nd

inte

grity

5.3

Pre

sent

the

resu

lts

clea

rly

and in a

form

at w

hic

h is

suitab

le f

or

the

peo

ple

who n

eed t

o u

se t

he

findin

gs

5

Be

able

to p

rese

nt

test

res

ults

5.4

Advi

se u

sers

on h

ow

to inte

rpre

t th

e te

st r

esults

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

14

1

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

6.1

Exp

lain

how

to c

olle

ct t

oget

her

rec

ord

ed t

est

resu

lts

6.2

Exp

lain

how

to c

hec

k an

d v

erify

the

test

res

ults

to m

ainta

in

accu

racy

and inte

grity

6.3

Exp

lain

how

to p

rese

nt

the

resu

lts

6

Under

stan

d h

ow

to

pre

sent

test

res

ults

6.4

Pr

opose

how

to a

dvi

se u

sers

on h

ow t

o inte

rpre

t th

e te

st d

ata

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


142


143

Unit 15: Assess, Plan, and Monitor Project Methods and Progress in Construction

Unit reference number: R/504/7424

QCF level: 4

Credit value: 15


Unit summary

This unit is about preparing method statements, programmes and schedules and calculating resource requirements, monitoring progress and dealing with deviations from plans.

You will need to assess data, obtaining more if necessary and analyse and assess work methods and produce a method statement. You will need to identify activities, calculate the resources and time requirements, analyse the activities and produce activity programmes and schedules.

You will need to implement monitoring systems, identify deviations from plans and, following investigation, implement appropriate corrective action. You will need to regularly inform decision makers regarding progress and identify, and recommend possible improvements.




Project data:

o conditions of contract


o specifications

o detailed drawings


o timescales

o contractual risks, obligations and scope of works


144

Construction, installation and work methods:

o sequencing of work and integration of work operations

o organisation of resources (people, plant, materials, finance)

o construction and installation techniques

o temporary works

o prefabrication and standardisation (volumetric pods, panelised hybrid)


o new materials and technologies

Alternative sources:

o the client

o consultants

o contractors

o subcontractors

o suppliers

o regulatory authorities


o trade literature

o organisational expertise

Identify work methods:

o standard lists and procedures

o investigative research

Technical and project criteria:

o materials and component performance and availability

o structural forms

o phased occupancy

o fire protection

o access

o plant, equipment and people capability

o traffic generation and management

o environmental factors

o transportation

o waste and sustainability

o seasonal weather conditions

o buildability

o value engineering


145

o protection of archaeological and historically valuable resources

o third party obligations

o other related programmes

o community benefits, including skills and training

Analyse:

o method study

o work study

o production analysis

o benchmarking


Resources:

o people



o subcontractors

o information

Programmes and schedules:

o bar charts

o network analysis

o critical path

o time change

o action lists

o method statements

Clarification and advice–from:

o the client/client’s representative

o consultants

o project team partners

o practice research

o technical publications

o trade literature

o management


146

Analyse–using:

o method study

o work study


Technical and project requirements:

o materials and component performance and availability

o structural forms

o phased occupancy

o fire protection

o access

o plant, equipment and people capability

o traffic generation and management

o environmental factors

o transportation

o waste and sustainability

o seasonal weather conditions

o buildability

o value engineering

o protection of archaeological and historically valuable resources

o third party obligations

o other related programmes

o community benefits, including skills and training

Produce:

o manually

o electronically


Systems to monitor and record:

o visual inspection

o resource records

o site inspection reports


o certified payments

o written and graphical records of actual work against programmed work

o site meetings

o key performance indicators


147

o organisational procedures

o management reports

o benchmarks

Programmes:

o bar charts

o network analysis

o critical path

o time change

o action lists

o method statements

o project expenditure forecasts

Resources:

o people



o finance

o time

o specialist services

o public utility services

o information

Quantify:

o method study

o work study


o cost implication

Circumstances:

o resource shortages

o design problems and constraints

o industrial disputes

o lack of essential construction information

o construction errors

o inclement weather

o physical constraints

o legal


148

o environmental

o contract variations

o force majeure

Revise:

o revise programme

o agree new completion dates

o initiate contract claim






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

14

9

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Ass

ess

the

avai

lable

pro

ject

dat

a ac

cura

tely

and s

um

mar

ise

it t

o

enab

le d

ecis

ions

on c

onst

ruct

ion,

inst

alla

tion a

nd w

ork

met

hods

to b

e m

ade

1.2

O

bta

in m

ore

info

rmat

ion f

rom

alter

nat

ive

sourc

es in c

ases

w

her

e th

e av

aila

ble

pro

ject

dat

a is

insu

ffic

ient

1.3

Id

entify

with s

ite

per

sonnel

any

spec

ial co

nsi

der

atio

ns,

rec

ord

th

em a

nd p

ass

them

onto

peo

ple

who m

ay b

e af

fect

ed

1.4

Ass

ess

the

sele

cted

work

met

hods

agai

nst

rel

evan

t te

chnic

al

and p

roje

ct c

rite

ria

and iden

tify

the

one

whic

h b

est

mee

ts t

he

criter

ia

1.5

Anal

yse

the

met

hod w

hic

h h

as b

een s

elec

ted f

or

its

activi

ty

conte

nt

and q

uan

tify

it

accu

rate

ly

1

Be

able

to a

sses

s an

d iden

tify

work

m

ethods

1.6

Pr

epar

e a

met

hod s

tate

men

t w

hic

h is

accu

rate

, cl

ear,

conci

se

and a

ccep

table

to a

ll th

e peo

ple

invo

lved

2.1

Exp

lain

how

to s

um

mar

ise

pro

ject

dat

a

2.2

Exa

min

e how

to a

sses

s th

e av

aila

ble

pro

ject

dat

a

2.3

Pr

opose

how

to r

ecom

men

d t

he

sele

cted

work

met

hods

2.4

Exp

lain

how

to p

repar

e a

met

hod s

tate

men

t

2

Under

stan

d h

ow

to

asse

ss a

nd iden

tify

w

ork

met

hods

2.5

Exp

lain

how

to o

bta

in m

ore

info

rmat

ion f

rom

alter

nat

ive

sourc

es

in c

ases

wher

e th

e av

aila

ble

pro

ject

dat

a is

insu

ffic

ient

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

15

0

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

Exa

min

e how

to a

sses

s th

e se

lect

ed m

ethods

agai

nst

rel

evan

t te

chnic

al a

nd p

roje

ct c

rite

ria

and iden

tify

the

met

hod w

hic

h b

est

mee

ts t

he

criter

ia

2.7

Exa

min

e how

to a

nal

yse

and q

uan

tify

the

met

hod w

hic

h h

as

bee

n s

elec

ted f

or

its

activi

ty c

onte

nt

3.1

Id

entify

maj

or

activi

ties

, ca

lcula

ting t

he

reso

urc

es n

eeded

fro

m

the

info

rmat

ion a

vaila

ble

and p

repar

e a

dra

ft w

ork

pro

gra

mm

e

3.2

D

evel

op s

ched

ule

s to

pro

cure

res

ourc

es

3.3

O

bta

in c

larifica

tion a

nd a

dvi

ce w

her

e th

e re

sourc

es n

eeded

are

not

avai

lable

3.4

Cal

cula

te h

ow

long e

ach a

ctiv

ity

will

tak

e, iden

tify

act

ivitie

s w

hic

h influen

ce e

ach o

ther

and s

equen

ce t

hem

logic

ally

and

real

istica

lly s

o t

hat

they

mak

e th

e bes

t use

of

the

reso

urc

es

avai

lable

3.5

Anal

yse

the

sequen

tial

pro

gra

mm

ing o

f ac

tivi

ties

agai

nst

te

chnic

al a

nd p

roje

ct r

equirem

ents

and t

he

nec

essa

ry r

esourc

es

3.6

Pr

oduce

det

aile

d p

rogra

mm

es a

nd s

ched

ule

s of

pla

nned

ac

tivi

ties

whic

h a

re c

onsi

sten

t w

ith t

he

com

ple

xity

of

the

pro

ject

3.7

Id

entify

alter

atio

ns

to t

he

work

s pro

gra

mm

e w

hic

h w

ill m

eet

chan

ged

circu

mst

ance

s or

offer

cos

t an

d t

ime

ben

efits,

cal

cula

te

the

savi

ngs

accu

rate

ly a

nd just

ify

them

to d

ecis

ion m

aker

s

3

Be

able

to d

evel

op

pro

ject

pro

gra

mm

ing a

nd

reso

urc

ing

3.8

Im

ple

men

t a

syst

em f

or

monitoring t

he

work

s pro

gra

mm

e an

d

use

the

resu

lts

to im

pro

ve f

utu

re p

roduct

ion a

nd p

lannin

g

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

15

1

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

4.1

D

escr

ibe

what

to iden

tify

as

maj

or

activi

ties

4.2

Exp

lain

how

to c

alcu

late

the

reso

urc

es n

eeded

fro

m t

he

info

rmat

ion a

vaila

ble

4.3

Exp

lain

how

to p

repar

e a

dra

ft w

ork

pro

gra

mm

e

4.4

Exp

lain

how

to o

bta

in c

larifica

tion a

nd a

dvi

ce w

her

e th

e re

sourc

es n

eeded

are

not

avai

lable

4.5

Exp

lain

how

to c

alcu

late

how

long e

ach a

ctiv

ity

will

tak

e an

d

sequen

ce a

ctiv

itie

s

4.6

D

escr

ibe

what

to iden

tify

as

activi

ties

whic

h influen

ce e

ach o

ther

4.7

Exa

min

e how

to a

nal

yse

the

sequen

tial

pro

gra

mm

ing o

f ac

tivi

ties

agai

nst

tec

hnic

al a

nd p

roje

ct r

equirem

ents

4.8

Exp

lain

how

to p

roduce

det

aile

d p

rogra

mm

es a

nd s

ched

ule

s of

pla

nned

act

ivitie

s

4.9

D

escr

ibe

what

to iden

tify

as

the

alte

rations

to t

he

work

pro

gra

mm

e w

hic

h w

ill m

eet

chan

ged

circu

mst

ance

s or

off

er c

ost

an

d t

ime

ben

efits

4.1

0

Exp

lain

how

to c

alcu

late

the

savi

ngs

resu

ltin

g f

rom

alter

atio

ns

to

the

work

pro

gra

mm

e

4.1

1

Eva

luat

e how

to just

ify

to d

ecis

ion m

aker

s th

e sa

vings

resu

ltin

g

from

alter

atio

ns

to t

he

work

pro

gra

mm

e

4.1

2

Exp

lain

how

to im

ple

men

t a

syst

em f

or

monitoring t

he

work

s pro

gra

mm

e

4

Under

stan

d h

ow

to

dev

elop p

roje

ct

pro

gra

mm

ing a

nd

reso

urc

ing

4.1

3

Exp

lain

how

to u

se t

he

resu

lts

of

monitoring t

o im

pro

ve f

utu

re

pro

duct

ion a

nd p

lannin

g

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

15

2

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

5.1

Im

ple

men

t sy

stem

s to

monitor

and r

ecord

the

pro

gre

ss o

f th

e co

ntr

act

agai

nst

the

agre

ed p

rogra

mm

es,

and c

olle

ct

info

rmat

ion r

egula

rly

and s

um

mar

ise

it a

ccura

tely

5.2

Id

entify

and q

uan

tify

any

variat

ions

and d

evia

tions

from

pla

nned

pro

gre

ss w

hic

h h

ave

occ

urr

ed,

or

whic

h m

ay o

ccur,

and w

hic

h

could

dis

rupt

the

pro

gra

mm

e

5.3

In

vest

igat

e th

e ci

rcum

stan

ces

of

any

variat

ions

thoro

ughly

and

report

to lin

e m

anag

er

5.4

Sugges

t options

whic

h a

re m

ost

lik

ely

to m

inim

ise

incr

ease

s in

co

st a

nd t

ime

and h

elp t

he

contr

act

pro

gre

ss,

and p

ass

thes

e on

to lin

e m

anag

er

5

Be

able

to m

onitor

pro

ject

pro

gre

ss

agai

nst

agre

ed

pro

gra

mm

es

5.5

Rev

ise

pro

gra

mm

e to

acc

om

mod

ate

new

circu

mst

ance

s

6.1

Exp

lain

how

to im

ple

men

t sy

stem

s to

monitor

and r

ecord

the

pro

gre

ss o

f th

e co

ntr

act

agai

nst

the

agre

ed p

rogra

mm

es,

and

colle

ct a

nd s

um

mar

ise

info

rmat

ion

6.2

D

escr

ibe

what

to iden

tify

as

any

variat

ions

and d

evia

tions

from

pla

nned

pro

gre

ss w

hic

h h

ave

occ

urr

ed,

or

whic

h m

ay o

ccur,

and

whic

h c

ould

dis

rupt

the

pro

gra

mm

e

6.3

Exa

min

e how

to q

uan

tify

any

variat

ions

and d

evia

tions

from

pla

nned

pro

gre

ss w

hic

h c

ould

dis

rupt

the

pro

gra

mm

e

6.4

Exa

min

e how

to inve

stig

ate

the

circ

um

stan

ces

of

any

variat

ions

6

Under

stan

d h

ow

to

monitor

pro

ject

pro

gre

ss a

gai

nst

ag

reed

pro

gra

mm

es

6.5

Exp

lain

how

to r

eport

var

iations

and c

ircu

mst

ance

s to

lin

e m

anag

er

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

15

3

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

6.6

Pr

opose

how

to s

ugges

t options

whic

h a

re m

ost

lik

ely

to

min

imis

e in

crea

ses

in c

ost

and t

ime

and h

elp t

he

contr

act

pro

gre

ss a

nd p

ass

them

to lin

e m

anag

er

6.7

Exp

lain

how

to r

evis

e pro

gra

mm

e to

acc

om

modat

e new

ci

rcum

stan

ces

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


154


155

Unit 16: Monitor, Maintain and Improve Supplies of Materials in Construction

Unit reference number: D/505/9995

QCF level: 3

Credit value: 15


Unit summary

This unit is about the identification of material requirements and changes thereto, monitoring and recording the supply of materials, identifying and rectifying problems and liaising with suppliers.

You will need to analyse project information and develop a purchasing plan, identifying opportunities for improvement. You will need to prepare orders, develop monitoring systems, and evaluate and identify changes. You will need to keep records, checking for variations and identify and deal with problems.

You will need to monitor suppliers’ performance, identify problems and identify changes which will improve performance. You will need to liaise with suppliers regarding improvement of supply.




Users:

o principal contractors


o direct labour organisations

o clients

o own colleagues

o facilities/asset manager


156

Materials supplies:

o raw materials

o manufactured materials

o components

o systems

o prefabricated components

Project information:

o information (including models, documents, drawings, electronic, graphical and non-graphical data files)

o labour, plant and equipment, materials

o employer's information requirements

o services

o finance, including cash flow

Supply requirements:

o specification

o price

o quantity

o availability and lead time

o delivery

o maintenance and servicing

o storage and handling facilities

o environmental issues (including sustainability)

o health and safety issues

o transportation

o deterioration and damage

o loss and theft


o payment terms

o cash flow

o waste management

o off-site manufacture and assembly


157


Delivery position:

o time

o quantity

o quality

o location

o communications

Problems with supply:

o specification

o price

o quantity


o delivery





o transportation


o loss and theft


o payment terms

o cash flow

o waste management


Suppliers of:

o raw materials


o components

o systems



158


Suppliers of:

o raw materials


o components

o systems


Supply requirements:

o specification

o price

o quantity


o delivery





o transportation


o loss and theft


o payment terms

o cash flow

o waste management


Interested parties:

o line managers

o contract/site management

o suppliers





159



Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

0

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Anal

yse

oper

atio

nal

pla

ns,

use

r fe

edbac

k an

d q

uan

tities

, an

d

asse

ss w

hat

mat

eria

ls s

upplie

s w

ill b

e re

quired

and d

evel

op

syst

ems

for

monitoring a

nd p

rogre

ss

1.2

D

evel

op a

n a

ccura

te p

urc

has

ing p

lan b

y an

alys

ing d

esig

n

info

rmat

ion,

pro

ject

info

rmat

ion a

nd p

roje

cted

supply

re

quirem

ents

1.3

Id

entify

what

opport

unitie

s th

ere

are

for

stan

dar

dis

ing o

r id

entify

equiv

alen

t al

tern

ativ

e m

ater

ials

supplie

s to

eco

nom

ise

on u

sage,

cost

and e

nvi

ronm

enta

l im

pac

t

1.4

Chec

k fr

om

the

purc

has

ing p

lan a

nd u

sers

, w

hat

mat

eria

ls

supplie

s ar

e nee

ded

and p

repar

e ord

ers

whic

h m

eet

the

supply

re

quirem

ents

1.5

D

evel

op a

nd intr

oduce

sys

tem

s fo

r m

onitoring a

nd e

valu

atin

g

the

purc

has

ing p

lan w

hic

h w

ill iden

tify

sig

nific

ant

circ

um

stan

ces

in s

upply

req

uirem

ents

1

Be

able

to iden

tify

an

d m

onitor

requirem

ents

for

supplie

rs

1.6

Id

entify

any

circ

um

stan

ces

whic

h a

re lik

ely

to r

esult in o

ver

or

under

supply

and m

odify

the

purc

has

ing p

lan t

o m

inim

ise

dis

ruption t

o t

he

pro

ject

pro

gra

mm

e af

ter

consu

ltat

ion w

ith lin

e m

anag

er

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

1

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

2.1

Exa

min

e how

to a

nal

yse

oper

atio

nal

pla

ns,

use

r fe

edbac

k an

d

quan

tities

2.2

Exa

min

e how

to a

sses

s w

hat

mat

eria

ls s

upplie

s w

ill b

e re

quired

2.3

Pr

opose

how

to d

evel

op s

yste

ms

for

monitoring t

hei

r pro

gre

ss

2.4

Pr

opose

how

to d

evel

op a

n a

ccura

te p

urc

has

ing p

lan b

y an

alys

ing d

esig

n info

rmat

ion,

pro

ject

info

rmat

ion a

nd p

roje

cted

su

pply

req

uirem

ents

2.5

D

escr

ibe

how

to iden

tify

what

opport

unitie

s th

ere

are

for

stan

dar

dis

ing o

r id

entify

equiv

alen

t al

tern

ativ

e m

ater

ials

su

pplie

s to

eco

nom

ise

on u

sage,

cost

and e

nvi

ronm

enta

l im

pac

t

2.6

Exp

lain

how

to c

hec

k fr

om

the

purc

has

ing p

lan a

nd u

sers

, w

hat

m

ater

ials

supplie

s ar

e nee

ded

2.7

Exp

lain

how

to p

repar

e ord

ers

whic

h m

eet

the

supply

re

quirem

ents

2.8

Pr

opose

how

to d

evel

op a

nd intr

oduce

sys

tem

s fo

r m

onitoring

and e

valu

atin

g t

he

purc

has

ing p

lan w

hic

h w

ill iden

tify

sig

nific

ant

circ

um

stan

ces

in s

upply

req

uirem

ents

2.9

D

escr

ibe

what

to iden

tify

as

any

circ

um

stan

ces

whic

h a

re lik

ely

to r

esult in o

ver

or

under

supply

2

Under

stan

d h

ow

to

iden

tify

and

monitor

requirem

ents

for

supplie

rs

2.1

0

Exp

lain

how

to m

odify

the

purc

has

ing p

lan t

o m

inim

ise

dis

ruption t

o t

he

pro

ject

pro

gra

mm

e af

ter

consu

ltat

ion w

ith lin

e m

anag

er

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

2

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

3.1

Rev

iew

rec

ord

s of

del

iver

ies,

cal

cula

ting t

he

curr

ent

del

iver

y an

d

stock

posi

tion a

nd p

ass

the

info

rmat

ion o

n t

o lin

e m

anag

ers

3.2

Chec

k su

pplie

rs' pro

gre

ss f

or

any

variat

ions

from

the

agre

ed

del

iver

y posi

tion,

inve

stig

ate

any

variat

ions

found a

nd d

iscu

ss

them

with s

upplie

rs

3.3

Pro

vide

line

man

ager

s w

ith a

n a

ccura

te a

sses

smen

t of

any

pro

ble

ms

with s

upplie

rs a

nd s

ugges

t poss

ible

act

ion t

o r

esto

re

the

required

del

iver

y posi

tion

3.4

Id

entify

opport

unitie

s fo

r im

pro

ving t

he

use

of

stock

and s

tock

tu

rnove

r an

d r

ecom

men

d im

pro

vem

ents

to lin

e m

anag

ers

3.5

Pro

vide

supplie

rs w

ith p

rom

pt

and a

ccura

te info

rmat

ion o

n

pro

ject

chan

ges

whic

h m

ay a

ffec

t su

pply

req

uirem

ents

3

Be

able

to m

ainta

in

and r

ecord

supplie

s of

mat

eria

ls

3.6

O

bta

in a

uth

orisa

tion f

rom

lin

e m

anag

ers

and a

rran

ge

for

alte

rnat

ive

sourc

es o

f su

pply

, w

hic

h m

eet

supply

req

uirem

ents

an

d m

inim

ise

dis

ruption t

o t

he

oper

atio

nal

pla

n,

in inst

ance

s w

her

e su

pplie

s ar

e not

avai

lable

fro

m c

ontr

acte

d s

upplie

rs

4.1

Exa

min

e how

to r

evie

w r

ecord

s of

del

iver

ies

and c

alcu

late

the

curr

ent

del

iver

y an

d s

tock

posi

tion

4.2

Exp

lain

how

to p

ass

the

info

rmat

ion o

n t

o lin

e m

anag

ers

about

del

iver

y re

cord

s, c

alcu

lations

of

the

curr

ent

del

iver

y an

d s

tock

posi

tion

4

Under

stan

d h

ow

to

mai

nta

in a

nd

reco

rd s

upplie

s of

mat

eria

ls

4.3

Exp

lain

how

to c

hec

k su

pplie

rs' pro

gre

ss f

or

any

variat

ions

from

th

e ag

reed

del

iver

y posi

tion

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

3

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

Exa

min

e how

to inve

stig

ate

any

variat

ions

found

4.5

Exp

lain

how

to d

iscu

ss a

ny

variat

ion in d

eliv

ery

posi

tion w

ith

supplie

rs

4.6

Exp

lain

how

to p

rovi

de

line

man

ager

s w

ith a

n a

ccura

te

asse

ssm

ent

of

any

pro

ble

ms

with s

upplie

rs

4.7

Pr

opose

how

to s

ugges

t poss

ible

act

ion t

o r

esto

re t

he

required

del

iver

y posi

tion

4.8

D

escr

ibe

what

to iden

tify

as

opport

unitie

s fo

r im

pro

ving t

he

use

of

stock

and s

tock

turn

ove

r an

d r

ecom

men

d im

pro

vem

ents

to

line

man

ager

4.9

Exp

lain

how

to p

rovi

de

supplie

rs w

ith p

rom

pt

and a

ccura

te

info

rmat

ion o

n p

roje

ct c

han

ges

whic

h m

ay a

ffec

t su

pply

re

quirem

ents

4.1

0

Exp

lain

how

to o

bta

in a

uth

orisa

tion f

rom

lin

e m

anag

ers

and

arra

nge

for

alte

rnat

ive

sourc

es o

f su

pply

, w

hic

h m

eet

supply

re

quirem

ents

and m

inim

ise

dis

ruption t

o t

he

oper

atio

nal

pla

n,

in

inst

ance

s w

her

e su

pplie

s ar

e not

ava

ilable

fro

m c

ontr

acte

d

supplie

rs

5.1

M

onitor

regula

rly

the

per

form

ance

of

supplie

rs a

gai

nst

the

supply

req

uirem

ents

whic

h h

ave

bee

n a

gre

ed

5.2

Rec

ord

any

pro

ble

ms

with s

upply

req

uirem

ents

, an

d p

ass

the

info

rmat

ion o

n t

o inte

rest

ed p

arties

and d

iscu

ss it

with t

hem

5

Be

able

to

contr

ibute

to

impro

vem

ents

in

supplie

r per

form

ance

5.3

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

inte

rest

ed p

arties

and

imple

men

t ag

reed

act

ions

to im

pro

ve p

erfo

rman

ce

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

4

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

5.4

Li

aise

with s

upplie

rs a

nd p

rovi

de

them

with info

rmat

ion w

hic

h

will

hel

p t

hem

to m

eet

supply

req

uirem

ents

5.5

Conduct

mee

tings

with s

upplie

rs in a

man

ner

whic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

6.1

Exa

min

e how

to m

onitor

regula

rly

the

per

form

ance

of

supplie

rs

agai

nst

the

supply

req

uirem

ents

whic

h h

ave

bee

n a

gre

ed

6.2

Exp

lain

how

to r

ecord

any

pro

ble

ms

with s

upply

req

uirem

ents

an

d p

ass

the

info

rmat

ion o

n t

o inte

rest

ed p

arties

6.3

Exp

lain

how

to d

iscu

ss w

ith inte

rest

ed p

arties

any

pro

ble

ms

with

supply

req

uirem

ents

6.4

D

escr

ibe

what

to iden

tify

as

chan

ges

whic

h w

ill im

pro

ve s

upplie

r per

form

ance

6.5

Exp

lain

how

to d

iscu

ss c

han

ges

with t

he

inte

rest

ed p

arties

6.6

Eva

luat

e how

to a

gre

e ch

anges

with t

he

inte

rest

ed p

arties

and

imple

men

t ag

reed

act

ions

to im

pro

ve p

erfo

rman

ce

6.7

Exp

lain

how

to lia

ise

with s

upplie

rs a

nd p

rovi

de

them

with

info

rmat

ion w

hic

h w

ill h

elp t

hem

to m

eet

supply

req

uirem

ents

6

Under

stan

d h

ow

to

contr

ibute

to

impro

vem

ents

in

supplie

r per

form

ance

6.8

Exp

lain

how

to c

onduct

mee

tings

with s

upplie

rs in a

man

ner

w

hic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

16

5

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


166


167

Unit 17: Recommend and Monitor Supplies of Plant and Equipment in Construction

Unit reference number: J/505/9991

QCF level: 3

Credit value: 15


Unit summary

This unit is about identifying plant and equipment requirements, potential suppliers, estimating costs, implementing orders, identifying and rectifying problems and liaising with suppliers. You will need to identify plant selection criteria, evaluate information and identify and recommend options for acquiring plant. You will need to identify potential suppliers, estimate costs, summarise benefits and constraints, make recommendations and implement orders.

You will need to monitor plant, identify problems and pass them on as necessary, identify changes to improve performance and agree changes with suppliers. You will need to liaise and conduct meetings with suppliers.




Selection criteria:

o user requirements including, performance

o environmental suitability

o project duration

o location

o user policies and preferences on plant ownership, leasing and hire

o availability

o repairs and maintenance

o health and safety features

o energy efficiency

o security features


168

Plant and equipment:

o static

o mobile

o hand tools

o consumables

o health and safety equipment

o standard

o non-standard

o electromechanical

o electronic

Options for acquiring:

o purchase

o modify

o lease

o hire

Costs:

o running costs

o acquisition costs (purchase, hire, lease)

o repair and maintenance

o depreciation

o insurance

Project requirements:

o needs of users

o agreed targets

o budgets and timescales

o condition of plant and equipment

o maintenance requirements

o competency of operators


Costs:

o running costs

o acquisition costs (purchase, hire, lease)

o repair and maintenance

o depreciation

o insurance


169

Plant and equipment:

o static

o mobile

o hand tools

o consumables

o health and safety equipment

Selection criteria:

o user requirements, including performance

o environmental suitability

o project duration

o location

o user policies and preferences on plant ownership, leasing and hire

o availability

o repairs and maintenance

o health and safety features

o energy efficiency

o security features

Interested parties:

o line managers

o contract/site management






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

17

0

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

O

bta

in info

rmat

ion a

bout

pro

ject

req

uirem

ents

for

pla

nt

and

equip

men

t

1.2

Confirm

the

sele

ctio

n c

rite

ria

for

pla

nt

and e

quip

men

t

1.3

Id

entify

and r

ecom

men

d o

ptions

for

acquirin

g p

lant

and

equip

men

t w

hic

h m

eet

use

r re

quirem

ents

1.4

Id

entify

pote

ntial

supplie

rs o

f pla

nt

and e

quip

men

t th

at m

eet

the

sele

ctio

n c

rite

ria

1.5

Est

imat

e th

e co

sts

of

pla

nt

and e

quip

men

t an

d p

rese

nt

the

info

rmat

ion s

o t

hat

com

par

isons

can b

e m

ade

1

Be

able

to iden

tify

an

d r

ecom

men

d

pla

nt

and

equip

men

t

1.6

Im

ple

men

t ord

ers

for

pla

nt

and e

quip

men

t w

hic

h m

eets

pro

ject

re

quirem

ents

2.1

Exp

lain

how

to o

bta

in info

rmat

ion a

bout

pro

ject

req

uirem

ents

fo

r pla

nt

and e

quip

men

t

2.2

Exp

lain

how

to c

onfirm

the

sele

ctio

n c

rite

ria

for

pla

nt

and

equip

men

t

2.3

D

escr

ibe

what

to iden

tify

as

options

for

acquirin

g p

lant

and

equip

men

t w

hic

h m

eet

use

r re

quirem

ents

2

Under

stan

d h

ow

to

iden

tify

and

reco

mm

end p

lant

and e

quip

men

t

2.4

Pr

opose

how

to r

ecom

men

d o

ptions

for

acquirin

g p

lant

and

equip

men

t w

hic

h m

eet

use

r re

quirem

ents

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

17

1

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

2.5

D

escr

ibe

what

to iden

tify

as

pote

ntial

supplie

rs o

f pla

nt

and

equip

men

t th

at m

eet

the

sele

ctio

n c

rite

ria

2.6

Exa

min

e how

to e

stim

ate

the

cost

s of

pla

nt

and e

quip

men

t an

d

pre

sent

the

info

rmat

ion s

o t

hat

com

par

isons

can b

e m

ade

2.7

Exp

lain

how

to im

ple

men

t ord

ers

for

pla

nt

and e

quip

men

t w

hic

h

mee

ts p

roje

ct r

equirem

ents

3.1

M

onitor

regula

rly

the

per

form

ance

and c

ost

s of

pla

nt

and

equip

men

t su

pplie

d a

gai

nst

the

sele

ctio

n c

rite

ria

3.2

Rec

ord

any

pro

ble

ms

with p

lant

and e

quip

men

t su

pplie

d,

pas

s th

e in

form

atio

n o

n t

o inte

rest

ed p

arties

and d

iscu

ss it

with t

hem

3.3

Id

entify

chan

ges

whic

h w

ill im

pro

ve t

he

inte

rest

ed p

arties

' use

of

pla

nt

and e

quip

men

t su

pplie

d,

dis

cuss

and a

gre

e ch

anges

w

ith t

he

supplie

r an

d m

ainta

in a

gre

ed a

ctio

ns

to im

pro

ve

per

form

ance

3.4

Li

aise

with s

upplie

rs o

f pla

nt

and e

quip

men

t an

d p

rovi

de

them

w

ith info

rmat

ion w

hic

h w

ill h

elp t

hem

to b

ette

r m

eet

the

sele

ctio

n c

rite

ria

3

Be

able

to m

onitor

the

per

form

ance

of

pla

nt

and

equip

men

t su

pplie

d

3.5

Conduct

mee

tings

with s

upplie

rs o

f pla

nt

and e

quip

men

t in

a

man

ner

whic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

4.1

Exa

min

e how

to m

onitor

the

per

form

ance

and c

ost

s of

pla

nt

and

equip

men

t

4.2

Exp

lain

how

to r

ecord

any

pro

ble

ms

with p

lant

and e

quip

men

t su

pplie

d

4

Under

stan

d h

ow

to

monitor

the

per

form

ance

of

pla

nt

and

equip

men

t su

pplie

d

4.3

Exp

lain

how

to p

ass

on info

rmat

ion a

bout

any

pro

ble

ms

to

inte

rest

ed p

arties

and d

iscu

ss a

ny

pro

ble

ms

with t

hem

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

17

2

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

D

escr

ibe

what

to iden

tify

as

chan

ges

whic

h w

ill im

pro

ve t

he

use

of

pla

nt

and e

quip

men

t su

pplie

d

4.5

Exp

lain

how

to d

iscu

ss c

han

ges

with s

upplie

rs

4.6

Eva

luat

e how

to a

gre

e ch

anges

with t

he

supplie

rs

4.7

Exp

lain

how

to m

ainta

in a

gre

ed a

ctio

ns

to im

pro

ve p

erfo

rman

ce

4.8

Exp

lain

how

to lia

ise

with s

upplie

rs o

f pla

nt

and e

quip

men

t

4.9

Exp

lain

how

to p

rovi

de

supplie

rs w

ith info

rmat

ion w

hic

h w

ill h

elp

them

to b

ette

r m

eet

the

sele

ctio

n c

rite

ria

4.1

0

Exp

lain

how

to c

onduct

mee

tings

with s

upplie

rs in a

man

ner

w

hic

h m

ainta

ins

thei

r goodw

ill a

nd t

rust

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


173

Unit 18: Prepare and Monitor Costs and Accounts in Construction


QCF level: 4

Credit value: 15


Unit summary

This unit is about implementing cost systems, collecting information, analysing information and using information to prepare accounts. You will need to implement control systems to monitor performance and collect, use and present information.

You will need to identify and investigate variations and recommend corrective action. You will also need to identify cost savings and make recommendations regarding them. You will need to value work in progress based on contract requirements, value variations and prepare and submit accounts, keeping records of information and calculations.

You will need to obtain, collate and calculate information regarding claims and present them, keeping records of information and calculations. You will also need to analyse opposing grounds.




Contract quantities and cost monitoring systems:

o contractual procedures and meetings

o organisational procedures and meetings

o open book accounting

o electronic recording

Quantities and cost data:

o materials

o plant

o people

o subcontractors


174

o dayworks

o periodic valuations

o retention sums

o forecasts of expenditure

o performance information

o contract programme and progress

Decision makers:

o the client

o contractors

o consultants

o sub-contractors

o suppliers

o internal management

Commercial corrective action:

o renegotiating prices and fees

o renegotiating payment conditions

o agreeing additional costs

o changing suppliers

o carrying out a value engineering exercise

o considering off-site construction

o considering standardisation

o regulating expenditure to conform with budgets

o agreeing additional costs

o making a contract claim

Opportunities for cost saving:

o modify project management structure

o reduce waste

o use new technology

o manage energy consumption

o use recycled materials

o seek permission to use alternative materials and/or source of materials

o reduce plant/labour resources

o apply lean construction processes


175


Valuing work in progress:

o measure quantities

o supplier accounts and valuations

o project records

o inspection of works

o agreed variations

o by invoice

Contract–type:

o main contract

o subcontract

o partnering

o lump sum

o design and construct

o schedule based

o prime cost based

o hybrid

o firm price

o fluctuating price

o labour and materials

o labour only

o material supply only

o service contracts

o design warranties

Variations:

o costs

o quantity

o quality

o progress


How payments for contracts will be made with:

o clients

o within the organisation

o external auditing

o legal requirements


176

Income:

o agreed fees

o quantification of work completed

o agreed recoverable expenses

o VAT

Expenditure:

o employment costs

o capital plant and equipment

o materials

o liabilities

o subcontract costs

o consumables

Records may be:

o documents

o electronic


Contractual parties:

o client

o subcontractors

o suppliers

o statutory authorities and utilities

Contract–type:

o main contract

o subcontract

o partnering

o lump sum

o design and construct

o schedule based

o prime cost based

o hybrid

o firm price

o fluctuating price

o labour and materials

o labour only


177

o material supply only

o service contracts

o design warranties

Additional costs–resulting from:

o remeasurement

o valuation of variations

o loss and expense arising from breaches of contract

o agreed extensions of time

o damages arising from extra-contractual consideration, including legal judgments

o additional resources

Information sources:

o contract documents, e.g. specifications, quantities, drawings

o revised contract documents

o variations issued

o site records, including photographs

o agreed rates of payment

o agreed method of calculation

o legislation, e.g. tax and NI payments, minimum wage

o company accounts

Analyse:

o claimants’ analysis

o respondents’ analysis






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

17

8

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Im

ple

men

t ap

pro

priat

e co

ntr

act

quan

tities

and c

ost

monitoring

syst

ems

whic

h a

re a

ble

to p

rovi

de

early

war

nin

g o

f pro

ble

ms

1.2

Colle

ct q

uan

tities

and c

ost

dat

a re

gula

rly,

rec

ord

ing it

corr

ectly

and p

rese

nt

it t

o d

ecis

ion m

aker

s in

a f

orm

at w

hic

h w

ill h

elp

peo

ple

to m

ake

dec

isio

ns

1.3

Cal

cula

te t

he

corr

ect

work

val

ues

and q

uan

tities

and c

ost

dat

a fr

om

est

imat

es o

f w

ork

quan

tity

and p

aym

ent

rate

s

1.4

In

vest

igat

e an

y va

riat

ions

thoro

ughly

and iden

tify

to d

ecis

ion

mak

ers

appro

priat

e co

mm

erci

al c

orr

ective

act

ion w

hic

h c

ould

re

store

cost

s an

d e

xpen

diture

to b

udget

1.5

Cost

ing c

om

mer

cial

opport

unitie

s fo

r co

st s

avin

gs

iden

tified

by

dec

isio

n m

aker

s

1

Be

able

to m

onitor

contr

act

quan

tities

an

d c

ost

s

1.6

Ensu

re y

our

reco

rds

are

com

ple

te,

accu

rate

and a

vaila

ble

to

auth

orise

d p

eople

only

2.1

Exp

lain

how

to im

ple

men

t ap

pro

priat

e co

ntr

act

quan

tities

and

cost

monitoring s

yste

ms

whic

h a

re a

ble

to p

rovi

de

early

war

nin

g

of

pro

ble

ms

2

Under

stan

d h

ow

to

monitor

contr

act

quan

tities

and

cost

s 2.2

Exp

lain

how

to c

olle

ct a

nd r

ecor

d q

uan

tities

and c

ost

dat

a re

gula

rly

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

17

9

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

Exp

lain

how

to p

rese

nt

quan

tities

and c

ost

dat

a to

dec

isio

n

mak

ers

in a

form

at w

hic

h w

ill h

elp p

eople

to m

ake

dec

isio

ns

2.4

Exp

lain

how

to c

alcu

late

the

corr

ect

work

val

ues

and q

uan

tities

an

d c

ost

dat

a fr

om

est

imat

es o

f w

ork

quan

tity

and p

aym

ent

rate

s

2.5

Exa

min

e how

to inve

stig

ate

any

variat

ions

thoro

ughly

and

iden

tify

to d

ecis

ion m

aker

s ap

pro

priat

e co

mm

erci

al c

orr

ective

ac

tion w

hic

h c

ould

res

tore

cos

ts a

nd e

xpen

diture

to b

udget

2.6

Exa

min

e how

to c

ost

com

mer

cial

opport

unitie

s fo

r co

st s

avin

gs

iden

tified

by

dec

isio

n m

aker

s

2.7

Exp

lain

how

to e

nsu

re y

our

reco

rds

agai

nst

budget

s ar

e co

mple

te,

accu

rate

and a

vaila

ble

to a

uth

orise

d p

eople

only

3.1

Val

ue

work

in p

rogre

ss,

and c

onfirm

the

calc

ula

tions

with

valu

ers

who a

re a

ctin

g f

or

the

peo

ple

invo

lved

in t

he

contr

act

3.2

Pr

ice

and r

efer

ence

the

quan

tities

use

d in v

aluat

ions

and

acco

unts

so t

hat

they

mee

t co

ntr

act

pro

visi

ons

3.3

Val

ue

variat

ions

and ite

ms

whic

h d

o n

ot

hav

e an

agre

ed

contr

act

rate

by

iden

tify

ing a

nd r

ecom

men

din

g f

air

rate

s

3.4

Pre

par

e an

d s

ubm

it a

ccura

te inte

rim

val

uat

ions

and f

inal

ac

counts

whic

h c

onta

in r

elev

ant

bac

kgro

und info

rmat

ion a

nd

iden

tify

are

as o

f pote

ntial

dis

agre

emen

t

3

Be

able

to p

repar

e in

terim

val

uat

ions

and f

inal

acc

ount

3.5

Rec

ord

docu

men

ts,

bac

kup info

rmat

ion a

nd c

alcu

lations

accu

rate

ly,

refe

rence

them

cle

arly

and s

tore

them

so t

hat

they

ca

n b

e ea

sily

ref

erre

d t

o fo

r au

dit a

nd r

efer

ence

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

0

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

4.1

Exa

min

e how

to v

alue

work

in p

rogre

ss

4.2

Exa

min

e how

to p

rice

ref

eren

ce t

he

quan

tities

use

d in v

aluat

ions

and a

ccounts

so t

hat

they

mee

t co

ntr

act

pro

visi

ons

4.3

Exa

min

e how

to v

alue

variat

ions

and ite

ms

whic

h d

o n

ot

hav

e an

agre

ed c

ontr

act

rate

by

iden

tify

ing a

nd r

ecom

men

din

g f

air

rate

s

4.4

Exp

lain

how

to p

repar

e an

d s

ubm

it inte

rim

val

uat

ions

and f

inal

ac

counts

and iden

tify

are

as o

f pote

ntial

dis

agre

emen

t

4

Under

stan

d h

ow

to

pre

par

e in

terim

va

luat

ions

and f

inal

ac

count

4.5

Exp

lain

how

to r

ecor

d,

refe

rence

and s

tore

docu

men

ts,

bac

kup

info

rmat

ion a

nd c

alcu

lations

accu

rate

ly,

refe

renci

ng t

hem

cle

arly

an

d s

toring t

hem

5.1

Confirm

how

pay

men

ts f

or

contr

acts

will

be

mad

e

5.2

Im

ple

men

t pro

ject

cost

ing m

ethods

and a

ccounts

for

reco

rdin

g

and v

erifyi

ng inco

me

and e

xpen

diture

5.3

Cal

cula

te a

nd r

ecord

info

rmat

ion a

bout

inco

me

and e

xpen

diture

due

under

the

contr

act

5

Be

able

to iden

tify

an

d r

ecord

inco

me

and e

xpen

diture

5.4

Colla

te a

nd s

tore

rec

ord

s an

d r

ecei

pts

whic

h s

upport

inco

me

and

expen

diture

6.1

Exp

lain

how

to c

onfirm

how

pay

men

ts f

or

contr

acts

will

be

mad

e

6.2

Exp

lain

how

to im

ple

men

t pro

ject

cost

ing m

ethods

and a

ccounts

fo

r re

cord

ing a

nd v

erifyi

ng inco

me

and e

xpen

diture

6

Under

stan

d h

ow

to

iden

tify

and r

ecord

in

com

e an

d

expen

diture

6.3

Exp

lain

how

to c

alcu

late

info

rmat

ion a

bout

inco

me

and

expen

diture

due

under

the

contr

act

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

1

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

6.4

Exp

lain

how

to r

ecord

info

rmat

ion a

bout

inco

me

and

expen

diture

due

under

the

contr

act

6.5

Exp

lain

how

to c

olla

te a

nd s

tore

rec

ord

s an

d r

ecei

pts

whic

h

support

inco

me

and e

xpen

diture

7.1

O

bta

in a

nd c

olla

te info

rmat

ion r

elat

ing t

o iden

tified

additio

nal

co

sts

invo

lvin

g a

ll co

ntr

actu

al p

arties

7.2

Cal

cula

te a

dditio

nal

cost

s ac

cura

tely

fro

m r

elev

ant

and v

erifie

d

info

rmat

ion s

ourc

es

7.3

Anal

yse

the

opposi

ng g

rounds

for

the

additio

nal

cost

s,

stru

cturing t

hem

cle

arly

and p

rese

nt

them

to m

anag

ers

7

Be

able

to p

repar

e in

form

atio

n f

or

additio

nal

cost

s fo

r re

imburs

emen

t fo

r lo

ss a

nd e

xpen

se

7.4

Rec

ord

docu

men

ts,

bac

kup info

rmat

ion a

nd c

alcu

lations

accu

rate

ly,

refe

rence

them

cle

arly

and s

tore

them

so t

hat

they

ca

n b

e ea

sily

ref

erre

d t

o fo

r au

dit a

nd r

efer

ence

8.1

Exp

lain

how

to o

bta

in a

nd c

olla

te info

rmat

ion in r

elat

ion t

o

iden

tified

additio

nal

cost

s in

volv

ing a

ll co

ntr

actu

al p

arties

8.2

Exp

lain

how

to c

alcu

late

additio

nal

cost

s ac

cura

tely

fro

m

rele

vant

and v

erifie

d info

rmat

ion s

ourc

es

8.3

Exa

min

e how

to a

nal

yse

the

oppos

ing g

rounds

for

the

clai

ms

8

Under

stan

d h

ow

to

pre

par

e in

form

atio

n f

or

additio

nal

cost

s fo

r re

imburs

emen

t fo

r lo

ss a

nd e

xpen

se

8.4

Exp

lain

how

to r

ecor

d,

refe

rence

and s

tore

docu

men

ts,

bac

kup

info

rmat

ion a

nd c

alcu

lations

accu

rate

ly,

refe

renci

ng t

hem

cle

arly

an

d s

tore

them

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

2

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

gnat

ure

:______________________________________

(i

f sa

mple

d)

Dat

e:_____________________________


183

Unit 19: Prepare Proposals and Obtain Feedback for the Provision of Products and Services in Construction


QCF level: 4

Credit value: 16


Unit summary

This unit is about agreeing proposals for the provision of the products and services. You will need to produce a report summarising the design parameters covering design, planning, timetabling, scheduling, costs, delivery and any specifics relative to the provision of the products and services.

You will need to liaise on the presentation of the design aspects with a specialist design team and others associated with the detailed development and construction of products and services.

You will need to identify changes to customer requirements. You will need to present initial proposals to the customer, negotiate and discuss agreed changes and record decisions.




Parameters:

o customer requirements

o procurement factors

o physical factors

o resource factors

Appropriate methods:

o comparison with similar projects

o standard checklists

o reference to comparative research


184

Selection criteria:

o critical design parameters

o project scope

o validity of data

Modes of design presentation:

o sketches

o drawings

o models

o computer-generated data

o photomontage

o written reports

Methods and techniques of presentation:

o documentary

o comparative studies with similar projects

o presentations

o computer-modelled simulations

Interested parties:

o customers

o design consultants and advisors




Present:

o oral

o written

o graphical

o photographs

o models

o exhibitions


185


Present:

o orally

o in writing

o graphically

o photographs

o models

o exhibitions

Interested parties:

o customers

o design consultants and advisors





Methods and sources:

o project records and documentation

o site inspections and meetings

o research and performance data

Feedback:

o management procedures and records

o customer communications

o working arrangements

o formal and informal arrangements

Interested parties:

o customer

o design team

o specialist consultants

o contractors

o subcontractors and suppliers


186

Feedback data:

o approved providers

o contract documentation

o product information

o government and statutory publications

o reports

o organisational documentation

Databases:

o files and records

o library

o standard drawings

o specifications






Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

7

Learn

ing

ou

tco

mes

an

d a

ssess

men

t cr

iteri

a

To p

ass

this

unit,

the

lear

ner

nee

ds

to d

emonst

rate

that

they

can

mee

t al

l th

e le

arnin

g o

utc

om

es f

or

the

unit.

The

asse

ssm

ent

criter

ia

det

erm

ine

the

stan

dar

d r

equired

to a

chie

ve t

he

unit.

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

1.1

Tak

e in

to a

ccount

and a

sses

s al

l in

form

atio

n g

ained

in

esta

blis

hin

g t

he

des

ign p

aram

eter

s fo

r th

e pro

visi

on o

f pro

duct

s an

d s

ervi

ces

1.2

Sel

ect

and a

nal

yse

rele

vant

and v

alid

dat

a an

d c

onfirm

ing its

st

atus

usi

ng a

ppro

priat

e m

ethods

and s

elec

tion c

rite

ria

1.3

Id

entify

and d

evel

op d

esig

n o

ptions

to m

eet

agre

ed d

esig

n

par

amet

ers

1.4

Eva

luat

e an

d s

elec

t th

e m

ost

appro

priat

e m

ethods

and

tech

niq

ues

of

pre

senta

tion f

or

com

munic

atin

g t

he

des

ign

pro

posa

ls

1.5

Pr

esen

t th

e re

com

men

dat

ions,

pro

posa

ls a

nd d

esig

n o

ptions

usi

ng t

he

sele

cted

met

hods

and t

echniq

ues

1.6

Id

entify

val

id a

lter

nat

ive

options

wher

e th

e des

ign o

ptions

do

not

mee

t al

l cu

stom

er r

equirem

ents

1.7

Est

imat

e an

d c

onfirm

pro

ject

ed p

roduct

and s

ervi

ce c

ost

s an

d

rela

ted f

inan

cial

dat

a

1.8

O

bta

in c

lear

sta

tem

ents

of ag

reem

ent

and p

osi

tion f

rom

in

tere

sted

par

ties

1

Be

able

to p

repar

e in

form

atio

n f

or

additio

nal

cost

s fo

r re

imburs

emen

t fo

r lo

ss a

nd e

xpen

se

1.9

Pr

oduce

a c

lear

and u

nam

big

uous

docu

men

t su

mm

aris

ing t

he

par

amet

ers

within

an a

gre

ed t

imes

cale

, an

d p

rese

nt

it t

o

inte

rest

ed p

arties

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

8

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

2.1

Exp

lain

how

to t

ake

into

acc

ount

and a

sses

s al

l th

e in

form

atio

n

gai

ned

in e

stab

lishin

g t

he

des

ign p

aram

eter

s

2.2

Eva

luat

e how

to s

elec

t dat

a w

hic

h is

rele

vant

and v

alid

2.3

Exa

min

e how

to a

nal

yse

dat

a an

d c

onfirm

its

sta

tus

usi

ng

appro

priat

e m

ethods

and s

elec

tion c

rite

ria

2.4

D

escr

ibe

what

to iden

tify

as

des

ign o

ptions

to m

eet

agre

ed

des

ign p

aram

eter

s

2.5

Pr

opose

how

to d

evel

op d

esig

n o

ptions

to m

eet

agre

ed d

esig

n

par

amet

ers

2.6

Eva

luat

e an

d s

elec

t th

e m

ost

appro

priat

e m

ethods

and

tech

niq

ues

of

pre

senta

tion f

or

com

munic

atin

g t

he

des

ign

pro

posa

ls

2.7

Exp

lain

how

to p

rese

nt

the

reco

mm

endat

ions,

pro

posa

ls a

nd

des

ign o

ptions

usi

ng t

he

sele

cted

met

hods

and t

echniq

ues

2.8

D

escr

ibe

what

to iden

tify

as

valid

alter

nat

ive

options

wher

e th

e des

ign o

ptions

do n

ot

mee

t al

l cu

stom

er r

equirem

ents

2.9

Exa

min

e how

to e

stim

ate

and c

onfirm

pro

ject

ed p

roduct

and

serv

ice

cost

s an

d r

elat

ed f

inan

cial

dat

a

2.1

0

Exp

lain

how

to o

bta

in c

lear

sta

tem

ents

of

agre

emen

t an

d

posi

tion f

or

inte

rest

ed p

arties

2.1

1

Exp

lain

how

to p

roduce

a d

ocu

men

t su

mm

aris

ing t

he

des

ign

par

amet

ers

within

an a

gre

ed t

imes

cale

2

Under

stan

d h

ow

to

pre

par

e in

form

atio

n f

or

additio

nal

cost

s fo

r re

imburs

emen

t fo

r lo

ss a

nd e

xpen

se

2.1

2

Exp

lain

how

to p

rese

nt

the

docu

men

t to

inte

rest

ed p

arties

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

18

9

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

3.1

Pre

sent

initia

l pro

posa

ls t

o a

nd d

iscu

ss t

hem

with t

he

cust

om

er,

and r

aise

and r

ecord

sig

nific

ant

poin

ts

3.2

D

iscu

ss a

nd c

larify

sig

nific

ant

const

rain

ts,

opport

unitie

s an

d

area

s of

unce

rtai

nty

within

the

pro

posa

ls w

ith inte

rest

ed p

arties

3.3

M

ake

appro

priat

e m

odific

atio

ns

to t

he

initia

l pro

posa

ls t

o r

efle

ct

the

outc

om

e of

dis

cuss

ions

with inte

rest

ed p

arties

3.4

N

egotiat

e a

clea

r an

d m

utu

ally

acc

epta

ble

agre

emen

t w

ith

inte

rest

ed p

arties

with s

uff

icie

nt

det

ail to

allo

w w

ork

to p

roce

ed

to t

he

nex

t st

age

3

Be

able

to r

evie

w

and f

inal

ise

pro

posa

ls f

or

the

pro

visi

on o

f pro

duct

s an

d

serv

ices

3.5

D

iscu

ss p

rovi

sions

for

subse

quen

t ch

anges

fully

with inte

rest

ed

par

ties

, ex

pla

in t

hei

r im

plic

atio

ns,

and r

ecord

agre

ed d

iscu

ssio

ns

4.1

Exp

lain

how

to p

rese

nt

initia

l pro

posa

ls t

o t

he

cust

om

er

4.2

Exp

lain

how

to d

iscu

ss p

roposa

ls w

ith t

he

cust

om

er

4.3

Exp

lain

how

to r

aise

and r

ecord

sig

nific

ant

poin

ts w

ith t

he

cust

om

er

4.4

Exp

lain

how

to d

iscu

ss s

ignific

ant

const

rain

ts,

opport

unitie

s an

d

area

s of

unce

rtai

nty

within

the

pro

posa

ls w

ith inte

rest

ed p

arties

4.5

Exp

lain

how

to c

larify

sig

nific

ant

const

rain

ts,

opport

unitie

s an

d

area

s of

unce

rtai

nty

within

the

pro

posa

ls w

ith inte

rest

ed p

arties

4.6

Exp

lain

how

to m

ake

appro

priat

e m

odific

atio

ns

to t

he

initia

l pro

posa

ls t

o r

efle

ct t

he

outc

om

e of

dis

cuss

ions

with inte

rest

ed

par

ties

4

Under

stan

d h

ow

to

revi

ew a

nd f

inal

ise

pro

posa

ls f

or

the

pro

visi

on o

f pro

duct

s an

d

serv

ices

4.7

Pr

opose

how

to n

egotiat

e a

clea

r an

d m

utu

ally

acc

epta

ble

ag

reem

ent

with inte

rest

ed p

arties

with s

uff

icie

nt

det

ail to

allo

w

work

to p

roce

ed t

o t

he

nex

t st

age

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

19

0

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

4.8

Exp

lain

how

to d

iscu

ss p

rovi

sion

s fo

r su

bse

quen

t ch

anges

fully

w

ith inte

rest

ed p

arties

4.9

Exp

lain

how

to e

xpla

in t

he

implic

atio

ns

for

subse

quen

t ch

anges

fu

lly w

ith inte

rest

ed p

arties

4.1

0

Exp

lain

how

to r

ecord

agre

ed d

iscu

ssio

ns

5.1

Id

entify

and a

gre

e va

lid a

nd r

elia

ble

met

hods

and s

ourc

es f

or

obta

inin

g f

eedbac

k on c

om

ple

ted p

roje

cts

5.2

Pr

om

ote

the

valu

e of

obta

inin

g a

nd u

sing f

eedbac

k dat

a an

d

enco

ura

ge

and e

nlis

t th

e co

oper

atio

n o

f in

tere

sted

par

ties

in

obta

inin

g f

eedbac

k

5.3

Id

entify

are

as o

f in

tere

st a

nd a

gre

e th

em w

ith inte

rest

ed p

arties

5.4

Id

entify

, obta

in a

nd inve

stig

ate

avai

lable

fee

dbac

k dat

a fr

om

re

leva

nt

sourc

es a

nd a

sses

s it f

or

its

implic

atio

ns

and p

ote

ntial

fu

ture

use

5.5

Rev

iew

the

feed

bac

k dat

a m

atch

ing it

agai

nst

the

origin

al

requirem

ents

and o

bje

ctiv

es a

nd s

um

mar

ise

any

short

com

ings

5.6

Id

entify

and r

ecom

men

d t

o inte

rest

ed p

arties

pote

ntial

im

pro

vem

ents

arisi

ng f

rom

fee

dbac

k

5

Be

able

to o

bta

in

and e

valu

ate

feed

bac

k in

form

atio

n

5.7

Rec

ord

and c

lass

ify

impro

vem

ents

, in

corp

ora

te t

hem

into

pro

cedure

s an

d d

atab

ases

, an

d p

rom

ote

them

for

futu

re u

se

6.1

D

escr

ibe

what

to iden

tify

, va

lid a

nd r

elia

ble

met

hods

and

sourc

es f

or

obta

inin

g f

eedbac

k on c

om

ple

ted p

roje

cts

6

Under

stan

d h

ow

to

obta

in a

nd

eval

uat

e fe

edbac

k in

form

atio

n

6.2

Eva

luat

e how

to a

gre

e va

lid a

nd r

elia

ble

met

hods

and s

ourc

es

for

obta

inin

g f

eedbac

k on c

om

ple

ted p

roje

cts

Pea

rson E

dex

cel Le

vel 3 N

VQ

Dip

lom

a in

Const

ruct

ion C

ontr

acting O

per

atio

ns

(QCF)

–

Spec

ific

atio

n –

Iss

ue

1 –

Mar

ch 2

014 ©

Pea

rson E

duca

tion L

imited

2014

19

1

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

Pr

opose

how

to p

rom

ote

the

valu

e of

obta

inin

g a

nd u

sing

feed

bac

k dat

a an

d e

nco

ura

gin

g a

nd e

nlis

ting t

he

cooper

atio

n o

f in

tere

sted

par

ties

in o

bta

inin

g f

eedbac

k

6.4

D

escr

ibe

how

to iden

tify

are

as o

f in

tere

st a

nd a

gre

e th

em w

ith

inte

rest

ed p

arties

6.5

Eva

luat

e how

to a

gre

e ar

eas

of

inte

rest

with inte

rers

ted p

arties

6.6

D

escr

ibe

how

to iden

tify

, obta

in a

nd inve

stig

ate

avai

lable

fe

edbac

k dat

a fr

om

rel

evan

t so

urc

es

6.7

Exa

min

e how

to r

evie

w t

he

feed

bac

k dat

a m

atch

ing it

agai

nst

th

e origin

al r

equirem

ents

and o

bje

ctiv

es a

nd s

um

mar

isin

g a

ny

short

com

ings

6.8

Pr

opose

how

to m

atch

fee

dbac

k dat

a ag

ainst

the

origin

al

requirem

ents

and o

bje

ctiv

es a

nd s

um

mar

ise

any

short

com

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193

12 Further information and useful publications

To get in touch with us visit our ‘Contact us’ pages:

Pearson Edexcel: www.edexcel.com/contactus

Pearson BTEC: www.btec.co.uk/contactus

Pearson Work Based Learning and Colleges: www.edexcel.com/about.wbl/pages/contactus

Books, software and online resources for UK schools and colleges: www.pearsonschoolsandfecolleges.co.uk

Key publications:

Adjustments for candidates with disabilities and learning difficulties – Access and Arrangements and Reasonable Adjustments, General and Vocational qualifications (Joint Council for Qualifications (JCQ))

Equality Policy (Pearson)

Recognition of Prior Learning Policy and Process (Pearson)

UK Information Manual (Pearson)

UK Quality Vocational Assurance Handbook (Pearson).

All of these publications are available on our website.

Further information and publications on the delivery and quality assurance of NVQ/Competence-based qualifications is available on our website, at www.edexcel.com/quals/NVQ-competence-based-qcf/delivering-NVQs/Pages/Quality-assurance.aspx

Our publications catalogue lists all the material available to support our qualifications. To access the catalogue and order publications, please go to www.edexcel.com/resources/publications.

http://www.edexcel.com/contactus�

http://www.edexcel.com/quals/BTEC/Pages/Contactus.aspx�

http://www.edexcel.com/about.wbl/pages/contactus�

http://www.pearsonschoolsandfecolleges.co.uk/�

http://www.edexcel.com/quals/NVQ-competence-based-qcf/delivering-NVQs/Pages/Quality-assurance.aspx�

http://www.edexcel.com/quals/NVQ-competence-based-qcf/delivering-NVQs/Pages/Quality-assurance.aspx�

http://www.edexcel.com/resources/publications/Pages/home.aspx�


194

13 Professional development and training

Pearson supports UK and international customers with training related to our qualifications. This support is available through a choice of training options and sector events, 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

building your team and teamwork skills

developing learner-centred learning and teaching approaches

building functional skills into your programme

building in effective and efficient quality assurance systems.

For more information on training options and upcoming events, please visit our website, www.pearsonwbl.edexcel.com//training-events. You can request customised training by completing the enquiry form on our website and we will contact you to discuss your training needs.

Support services

Face-to-face support: our team of Regional Quality Managers, based around the country, are responsible for providing quality assurance support and guidance to anyone managing and delivering NVQs/Competence-based qualifications. The Regional Quality Managers can support you at all stages of the standard verification process as well as in finding resolutions of actions and recommendations as required. A UK map showing the Regional Quality Managers’ contact details can be found at www.edexcel.com/btec/delivering-BTEC/training/Pages

Online support: find the answers to your questions by browsing over 100 FAQs on our website or by submitting a query using our Work Based Learning Ask the Expert Service. You can search the database of commonly asked questions relating to all aspects of our qualifications in the work-based learning market. If you are unable to find the information you need, send us your query and our qualification or administrative experts will get back to you. The Ask the Expert service is available at www.edexcel.com/Aboutus/contact-us/Pages

Online forum

Pearson Work Based Learning Communities is an online forum where employers, further education colleges and workplace training providers are able to seek advice and clarification about any aspect of our qualifications and services, as well as share knowledge and information with others. The forums are sector specific and cover Business Administration, Customer Service, Health and Social Care, Hospitality and Catering and Retail. The online forum is available at www.pearsonwbl.edexcel.com/Our-support.

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http://www.edexcel.com/btec/delivering-BTEC/training�


http://pearsonwbl.edexcel.com/Our-support/Pages/default.aspx�


195

14 Contact us

We have a dedicated Account Support team, throughout the UK, to give you personalised support and advice. To contact your Account Specialist you can email or telephone us:

Email: [email protected] Telephone: 0844 576 0045

If you are new to Pearson and would like to become an approved centre, please contact us at:

Email: [email protected] Telephone: 0844 576 0045

Complaints and feedback

We are working hard to provide you with excellent service. However, if any element of our service falls below your expectations, we want to understand why, so that we can prevent it from happening again. We will do all that we can to put things right.

If you would like to register a complaint with us, please email: [email protected].

We will formally acknowledge your complaint within two working days of receipt and provide a full response within seven working days.

mailto:[email protected]�




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197

Annexe A: Assessment strategy

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.

Introduction

This assessment strategy provides principles and guidance to awarding organisations so the assessment of units and qualifications with NVQ in the Qualifications and Credit Framework (QCF) title and SVQs is valid, effective and consistent, and has credibility across the Construction and Built Environment sector. This is a consolidated ConstructionSkills Assessment Strategy covering construction and the built environment – craft, supervisory, technical, managerial and professional NVQ and SVQ units and qualifications. This assessment strategy is one of the strands of the ConstructionSkills’ Construction Qualification Strategy.

These principles are in addition to the requirements that awarding organisations must meet for the delivery of NVQ and SVQ units and qualifications as required by the qualification regulators’ documentation.

This consolidated assessment strategy provides the overarching principles as systems may vary from one awarding organisation to another. Awarding organisations must consistently put these principles into practice.

Annex A provides guidance to help awarding organisations incorporate relevant parts of these principle requirements in their documentation.

Annex B provides a list of sub annexes relevant to specific NVQ or SVQ qualifications and units, these sub annexes contain additional information for awarding organisations where National Working Groups or Awarding Body For a have identified the need for specific clarification. Clarification may be about the terminology of the content of the unit (ref. section 2.1), or specific occupational expertise requirements for assessors and verifiers (ref. section 4).

Awarding organisations must make this Strategy and the relevant annexes available to assessors, verifiers and candidates.


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Principles

1. External quality control of assessment

1.1 Awarding organisations must use risk management for external quality

control of assessment. They must evaluate all external verification reports and other data relating to assessment centres. Awarding organisations must address any risks relating to quality control, considering the sector assessment strategy requirements for:

workplace evidence

the use of simulation

the occupational competence of assessors and verifiers.

1.2 The monitoring and standardisation of assessment decisions must be achieved by robust and strong internal and external verification systems that meet the requirements of the qualification regulators’ documentation.

1.3 Awarding organisations must be members of the sector’s Built Environment Awarding Body Forum, of which the qualification regulators are members. Members will be expected to provide feedback on National Occupational Standards (NOS), NVQ or SVQ units and qualifications, including aspects informing incremental change.

1.4 The Forum will, in respect of this strategy:

build on the good relationships with awarding organisations

provide opportunities to identify and address particular issues of external quality control

contribute to improving quality and consistency

support awarding organisations to monitor assessment centres’ performance to identify areas and levels of risk

provide information and statistics about take-up and completion, as well as trends and developments that can be used by ConstructionSkills and awarding organisations to identify any problem areas and agree remedial action

discuss matters concerning quality assurance, as well as providing the opportunity to identify issues arising from implementation of NOS and related vocational qualifications

inform the continuous improvement of NOS, and awards derived from them

identify and share best practices to build a whole industry approach to pursue excellence in education and work-based learning and assessment process to achieve competence.


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1.5 Awarding organisations and their partners, assessment centres, verifiers and assessors must maintain robust and transparent operational arrangements. They must preserve independence in assessment, certification and quality assurance processes. Awarding organisations must ensure clear separation of their NVQ/SVQ assessment responsibilities from their industry, training, membership, certification, accreditation and commercial interests and resolve any conflicts of interest.

1.6 Where e-assessment is used, it must meet the requirements of the

qualification regulators’ documentation.

2 Aspects to be assessed through performance in the workplace

2.1 Direct evidence produced through normal performance in the workplace is

the primary source for meeting the requirements. This includes naturally occurring documentary evidence (hard copy and electronic), direct observation of activities and witness testimony as relevant. ConstructionSkills’ National Working Groups will specify any exceptions to this position (see section 3).

2.2 Workplace evidence must be supported by the required evidence of

knowledge and understanding. This evidence may be identified by:

questioning the candidate

recognised industry education and training programme assessment or professional interview assessment that has been matched to NOS requirements

performance evidence.

2.3 A holistic approach towards the collection of evidence should be encouraged.

The focus should be on assessing activities generated by the whole work experience rather than focusing on specific tasks. This would show how evidence requirements could be met across the qualification to make the most efficient use of evidence. Annex A suggests standard evidence notes for awarding organisations.

3 How simulated working conditions may be used to assess competence

3.1 Simulations (designed situations for producing artificially generated evidence) may only be used where candidates are prevented from gathering direct evidence from the workplace in the normal way because:

there are hazards

it is difficult to distinguish individual performance in team situations

circumstances occur infrequently or long term results are involved

confidentiality is important

there are organisational constraints.


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3.2 Any instances where simulation is considered to be acceptable as an alternative (to direct workplace evidence) means of generating evidence, will be determined by the relevant ConstructionSkills National Working Group and stated in the unit. Annex A suggests standard evidence notes for awarding organisations.

3.3 The ConstructionSkills National Working Group will determine and specify on

the required realistic working environment and context to be adopted. This could include appropriate:

tools, equipment and instruments

materials

types of contingencies

standards and quality specifications

real timescales

quantities of work

physical conditions

relationships with people

types of interaction

communication methods and media

information and data.

3.4 Where simulated evidence is stated as acceptable in the unit, the

circumstances and requirements for the simulation needs to be confirmed by discussions between the candidate and the assessor, and which are then agreed by the internal and external verifiers.

3.5 Where other Standard Setting Bodies’ units are imported into a

ConstructionSkills suite, the evidence requirements of the originating body will be adopted and specified.


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4 Occupational expertise requirements for assessors and verifiers

4.1 Awarding organisations must ensure that assessors:

4.1.1 have sufficient, verifiable, relevant current industry experience, knowledge and understanding of the occupational working area at, or above, the level being assessed. This must be of sufficient depth to be effective and reliable when judging candidates’ competence. Assessors’ experience, knowledge and understanding could be verified by a combination of:

curriculum vitae and employer endorsement

references

possession of a relevant NVQ/SVQ, or vocationally related qualification

corporate membership of a relevant professional institution

interview

(The verification process must be recorded and available for audit)

4.1.2 have sufficient occupational expertise so they have up to date experience, knowledge and understanding of the particular aspects of work they are assessing. This could be verified by records of continuing professional development achievements

4.1.3 only assess in their acknowledged area of occupational competence

4.1.4 have a sound, in-depth knowledge of, and uphold the integrity of, the sector’s NOS and this Assessment Strategy (this document)

4.1.5 are prepared to participate in training activities for their continued professional development

4.1.6 hold, or are working towards, a qualification as listed within ‘Assessing and Assuring Quality of Assessment’, either in the Qualifications and Credit Framework (QCF), or the Scottish Credit and Qualifications Framework (SCQF):

Level 3 Award in Assessing Competence in the Work Environment

Level 3 Certificate in Assessing Vocational Achievement

SVQ (SCQF level) Assessing Competence in the Work Environment

SVQ (SCQF level) Assessing Vocational Achievement

or hold one of the following

A1 Assess candidates using a range of methods

D32/33 Assess candidate performance, using differing sources of evidence

Holders of A1 and D32/33 must assess to the reviewed National Occupational Standards (NOS) for Learning and Development.

In Scotland, approval for exemptions must be obtained from the Scottish Qualifications Authority.

4.2 Awarding organisations must ensure that internal verifiers:


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4.2.1 have sufficient, verifiable, relevant up to date experience, knowledge and understanding of the occupational working area at, or above, the level being verified. This must be of sufficient depth to be effective and reliable when verifying judgements about assessors’ assessment processes and decisions. Internal verifiers’ experience, knowledge and understanding could be verified by a combination of:


references



interview


4.2.2 have expertise so they have up to date experience, knowledge and understanding of the particular aspects of work they are verifying. This could be verified by records of continuing professional development achievements

4.2.3 have a sound, in-depth knowledge of, and uphold the integrity of, the NOS and this Assessment Strategy (this document)


4.2.5 hold, or are working towards, a qualification as listed in ‘Assessing and Assuring Quality of Assessment’, either in the Qualifications and Credit Framework (QCF), or the Scottish Credit and Qualifications Framework (SCQF):

Level 4 Award in the Internal Quality Assurance of the Assessment Process and Practice

Level 4 Certificate in Leading the Internal Quality Assurance of Assessment Process and Practice

SVQ(SCQF level) in the Internal Quality Assurance of the Assessment Process and Practice

SVQ (SCQF level) in Leading the Internal Quality Assurance of Assessment Process and Practice


V1 Conduct internal quality assurance of the assessment process

D34 Internal verify the assessment process

Holders of V1/D34 must quality assure to the reviewed National Occupational Standards (NOS) for Learning and Development.

It is strongly recommended that within the role of Internal Quality Assurance one of the following qualifications is held.






203

or one of the following


D32/33 Assess candidate performance, using differing sources of evidence.

4.3 Awarding organisations must ensure that external verifiers:

4.3.1 have sufficient, verifiable, relevant experience, knowledge and a broad understanding of the occupational working area at, or above, the level being verified. This must be of sufficient depth to be effective and reliable when verifying judgements about internal verification and assessment processes and decisions. External verifiers’ experience, knowledge and understanding could be verified by a combination of:


references



interview


4.3.2 have sufficient expertise so they have an up to date experience, knowledge

and understanding of the particular aspects of work they are verifying. This could be verified by records of continuing professional development achievements

4.3.3 have a sound, in-depth knowledge of, and uphold the integrity of, the NOS and this Assessment Strategy (this document)


4.3.5 hold, or are working towards, a qualification as listed in ‘Assessing and Assuring Quality of Assessment’, either in the Qualifications and Credit Framework (QCF), or the Scottish Credit and Qualifications Framework (SCQF):

Level 4 Award in the External Quality Assurance of the Assessment Process and Practice

Level 4 Certificate in Leading the External Quality Assurance of Assessment

SVQ (SCQF level) in the External Quality Assurance of the Assessment Process and Practice

SVQ (SCQF) in Leading the External Quality Assurance of Assessment


V2 Conduct external quality assurance of the assessment process

D35 Externally verify the assessment process


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Holders of V2/D35 must quality assure to the reviewed National Occupational Standards (NOS) for Learning and Development.

It is strongly recommended that within the role of External Quality Assurance one of the following qualifications is held at Level 3 and Level 4.

Level 3:





or one of the following


D32/33 Assess candidate performance, using differing sources of evidence

Level 4:

Level 4 Award in the Internal Quality Assurance of the Assessment Process and Practice

Level 4 Certificate in Leading the Internal Quality Assurance of Assessment Process and Practice

SVQ(SCQF level) in the Internal Quality Assurance of the Assessment Process and Practice

SVQ (SCQF level) in Leading the Internal Quality Assurance of Assessment Process and Practice

V1 Conduct internal quality assurance of the assessment process

D34 Internal verify the assessment process

4.4 Selection and appointment of assessors and verifiers

All applicants should be advised that they may be interviewed. Applicants’ CVs should be profiled against the activities and range of the NVQ/SVQ(s) they will assess/verify to check that the applicant has the relevant current experience, knowledge and understanding of the occupational working area:

at, or above, the level they will be assessing

of sufficient depth to credibly verify judgements and assessments

to uphold the integrity of the NOS and this Consolidated Assessment Strategy.

All assessors should have experience as well as, not in lieu of, qualifications.

Where there seem to be gaps in a potentially suitable applicant’s experience and knowledge, the applicant should be interviewed. Successful applicants’ CVs, profiling, reasons for not needing to interview and interview records should be available for audit.

ma260313\LT\PD\NVQ Competence\9781446910962_NVQ_Comp_L3_CCOps\9781446910962_NVQ_Comp_L3_CCOps.doc.1-215/2


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Annex A

ConstructionSkills’ standard evidence notes for awarding organisations

These guidance notes have been produced to ensure consistency in interpreting the principles set out in sections 2 and 3 of the ConstructionSkills Assessment Strategy. The notes should help awarding organisations incorporate relevant parts of the assessment strategy principles’ requirements in their documentation for construction and built environment – craft, supervisory, technical, managerial and professional NVQ/SVQs. The following general standard notes are strongly recommended for adoption by awarding organisations in their assessment specification:

Standard note 1:

‘Taken as a whole, the evidence must show that the candidate consistently meets all the following performance criteria/learning outcomes and assessment criteria across the scope/range.’

Standard note 2:

‘There must be workplace evidence against each performance criterion/learning outcome and assessment criterion. Where the workplace evidence does not cover the whole scope/range, knowledge evidence must be provided to cover the remaining items of scope/range for each relevant performance criterion/learning outcome and assessment criterion.’

Standard note 3:

‘Knowledge evidence may be established from questioning the candidate, or from industry recognised industry education and training programme assessment, or professional interview assessment, that has been matched to the requirements of the National Occupational Standards. Such assessments should also have their own independent external assessment, moderation or verification. A candidate’s knowledge and understanding can also be demonstrated through presented performance evidence.’

Standard note 4:

Either:

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

OR

‘Simulations are considered to be an acceptable alternative for producing evidence for the following item(s) which is/are considered to be rare/infrequent, but key/critical to demonstrating competence. The following realistic working environment and context must be adopted for the simulation, with appropriate: tools, equipment and instruments; materials; types of contingencies; standards and quality specifications; real timescales; quantities of work; physical conditions; relationship with people; type of interaction; communication methods and media; information and data*.’

[*include as appropriate] Final version June 2009

March 2014 For more information on Edexcel and BTEC qualifications please visit our websites: www.edexcel.com and www.btec.co.uk Edexcel is a registered trademark of Pearson Education Limited Pearson Education Limited. Registered in England and Wales No. 872828 Registered Office: Edinburgh Gate, Harlow, Essex CM20 2JE. VAT Reg No GB 278 537121
