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Chartered Institute ofArchitectural Technologists
formerly British Institute ofArchitectural Technologists
Architectural TechnicianProfessional and Occupational
Performance Record
The role of a professional Architectural Technician (TCIAT) 3
The role of a Chartered Architectural Technologist (MCIAT) 4
Guidance notes 5
Frequently asked questions 7
Knowledge maps 8
Chartered Architectural Technologist and Architectural Technician POP Records 9
S/NVQ 4 qualification 10
HNC/D (post 2002) qualification 11
HNC/D (pre 2002) qualification 12
SQA HNC qualification 13
SQA HND qualification 14
Architectural Technician POP Record
Developing the Architectural Project Units A, B, C, D 16
Architectural Design Management Units E, F, G 32
Contract Management Units H, I 44
Professional Practice Units J, K 52
Case studies
Case Study 1: No exemption for underpinning knowledge 62Case Study 2: Partial exemption for underpinning knowledge 66Case Study 3: Complete exemption for underpinning knowledge from
an accredited degree course 70Case Study 4: Complete exemption for underpinning knowledge from
Higher National Units (progressing from TCIAT to MCIAT) 74
Results Schedule 79
Contents
Chartered Institute of Architectural Technologists397 City Road London EC1V 1NH
T. +44 (0)20 7278 2206F. +44 (0)20 7837 3194
© CIAT 2002, this amended version 2006
3
The role of a professional Architectural Technician (TCIAT)
Developing the
architectural project
Contract management
Professional practice
Architectural
design
Architectural Technicians are specialists in the application of technology to architecture, building design andconstruction. Technician members of CIAT (TCIAT) are an integral part of an architectural design service, workingalongside fellow Architectural Technicians in support of Chartered Architectural Technologists, architects, engineers,surveyors and other professionals within the construction industry. Whilst Technician members of CIAT (TCIAT)cannot practise on their own account, they are an integral part of the architectural design process.
Contract managementArchitectural Technicians can participate in the process
Developing the architectural projectArchitectural Technicians are specialists in the collation,organisation and investigation of technical information for useduring the development of the project design
Collating and organising technical informationInvestigating technical information and factors that affectdevelopments, including user needs, site and building surveysand regulatory requirementsPreparing regulatory applications
Making site visitsObtaining tenders for construction workContributing to meetings and document preparation
Architectural designArchitectural Technicians specialise in the application oftechnology to architecture, building design and construction.They are recognised as having specialist skills enabling themto use their technical knowledge and skills to provideinnovative solutions
Professional practiceWhilst Technician members of CIAT (TCIAT) cannotpractise on their own account, they are an integral part ofthe architectural design process. As architecturalprofessionals they must adhere to a Code of Conduct
Preparing design proposals using CAD and traditionalmethodsContributing to the detailed design process and co-ordinatingdetailed design informationPreparing specifications for construction workPreparing drawings, plans and documents for statutoryapprovalsContributing to design stage risk assessment
Liaising between members of the design andconstruction teamProviding professional technical guidance to design andconstruction teamsUndertaking structured Continuing ProfessionalDevelopment (CPD), possibly progressing towardsChartered Membership of CIAT (MCIAT) and a careeras a Chartered Architectural Technologist
The role of a Chartered Architectural Technologist (MCIAT)
4
Developing the architectural projectChartered Architectural Technologists are recognised asbeing qualified to negotiate and manage the developmentof a construction project
Architectural design managementChartered Architectural Technologists specialise in theapplication of building science and technology toarchitectural and construction projects. They arerecognised as having specialist skills enabling them tomanage the design process and use their technicalknowledge and expertise to provide innovativesolutions
Contract managementChartered Architectural Technologists are recognised as beingqualified to negotiate and manage all aspects of architectural andconstruction contracts, whether it is using traditional, partnering orother methods
Post constructionChartered Architectural Technologists (MCIAT) recognise thesignificance of the post construction aspects of the project
Professional practiceChartered Architectural Technologists (MCIAT), are architecturalprofessionals and may practise on their own account as a partner ordirector, and must adhere to a Code of Conduct
Assessing the needs of clients and users and agreeingthe project briefRecognising the significance of the design stage andhow it underpins the construction projectEvaluating and advising upon environmental andregulatory legal requirements affecting the project andobtaining initial approvalsProducing and evaluating feasibility studiesAssessing and managing survey requirements andproducing surveysDeveloping project briefs and design programmesAdvising clients on methods of project procurement andforms of contract
Managing or co-ordinating associated professionalsObtaining and evaluating tenders and agreeing contractsEnsuring continual compliance with design, legal, statutory andprofessional requirementsProgramming schedules and undertaking stage inspectionsAdministering contracts and project certification
Preparing and presenting design proposals usingCAD and traditional methodsLeading the detailed design process andco-ordinating detailed design informationManaging and co-ordinating the design team andassociated professional consultantsDeveloping the project design, researching problemsand producing, developing and advising uponinnovative solutionsProducing, analysing and advising upon specification,materials selection and detailed design solutions inrelation to performance and production criteriaLiaising with and producing documentation forstatutory approval authoritiesProducing, managing, controlling and integratingdesign and production informationCarrying out design stage risk assessments
Gaining feedback from and de-briefing client and userAppraisal of building performance in use and producing, developingand maintaining maintenance management information systemsEvaluating and advising upon refurbishment, repair, reuse, recyclingand deconstruction of buildings
Providing professional guidance and decision making to clients,users and design/construction teamsWeighing up issues and making balanced judgementsIf providing services directly to a client, obtaining and maintainingadequate mandatory Professional Indemnity InsuranceUndertaking structured Continuing Professional Development (CPD)
Chartered Architectural Technologists provide architectural design services and solutions. They are specialists in thescience of architecture, building design and construction and form the link between concept and construction. Theynegotiate the construction project and manage the process from conception through to completion.
Chartered Members of CIAT (MCIAT) may practise on their own account or with fellow Chartered ArchitecturalTechnologists, architects, engineers, surveyors and other professionals within the construction industry. Asprofessionals adhering to a Code of Conduct, they are required to obtain and maintain adequate ProfessionalIndemnity Insurance (PII) if providing services directly to clients.
Developing the
architectural project
Post
construction Contract
management
Professional practice
Architectural design
management
What is the Architectural Technician Professionaland Occupational Performance Record and what is itfor?
The Professional and Occupational Performance (POP)Record is a statement of competence expected of anArchitectural Technician (TCIAT). In order to become anArchitectural Technician (TCIAT), you will need todemonstrate practical competence as well asunderpinning knowledge. Your Supervisor should be ableto provide you with support in gaining the necessaryexperience, possibly through a training and developmentplan.
When you have gained competence in all of the listedperformance standards you will be able to submit this toapply for qualified Architectural Technician status, TCIAT.
What is included in the POP Record?
The POP Record covers the competence required of aprofessionally qualified Architectural Technician (TCIAT).Architectural Technicians are specialists in the applica-tion of technology to architecture, building design andconstruction.
The main functions of a professionally qualifiedArchitectural Technician, TCIAT can be broken down intofour categories (further expansion can be found on pagethree):
Developing the architectural project
Architectural design
Contract management
Professional practice
There is also a POP Record aimed at CharteredArchitectural Technologists (MCIAT). The role andfunctions of the Chartered Architectural Technologist canbe found on page four.
The structure of the POP Record
The POP Record is broken down into eleven units andeach unit is divided into three sections;
(1) Performance evidence
This is the type of evidence you should offer to yourSupervisor as demonstration that you have reached therequired competence. The exact format of the evidenceis entirely dependent upon the project and so will varyfrom candidate to candidate. Detailed guidance is givenwherever possible.
The evidence should come from live projects. Wherevercase studies are acceptable this will be indicated in theunit and should be based upon an extension to a liveproject. An example of this could be where youremployment situation does not allow direct access tocontract management. In these cases you should useyour live projects as a basis for the case study to
demonstrate how you would have undertaken thecontract management.
(2) Underpinning knowledge
This is the knowledge required to be able to performcompetently as it underpins the performance. If you havean approved Higher Education qualification, such as anaccredited honours degree in Architectural Technology,or an HNC/D with all CIAT specified units, then you willreceive exemptions for all underpinning knowledgeexcept for units C, J and K.
If you have not completed an approved course, or if allCIAT required course units were not attained, then youwill not have complete exemption and will be required todemonstrate knowledge evidence against allrequirements. You will, however, be able to makereference to qualification units you have attained in orderto satisfy specific knowledge requirements.
To assist in understanding where your qualification unitsor modules match (or map) the underpinning knowledgerequirements, tables have been provided under theknowledge maps section. Where more than onequalification unit is shaded, all units should be attained.For example within table two, page twelve, CIAT unit A.1contains knowledge from four Higher National Units, allof which must be attained in order to gain exemptionfrom the whole knowledge aspect of the CIAT unit.
Similarly, where a qualification unit can be used forseveral CIAT units, different knowledge requirements willbe satisfied by different parts of the qualification unit.
Where you do not have exemption from the underpinningknowledge requirement of a CIAT unit, you will berequired to demonstrate to your Supervisor that youhave a thorough knowledge and understanding of theknowledge requirements. This may be achieved viareflective practice or other courses you have attended,including non-accredited degrees, in service training orCPD. Where this is the case, you need to ensure that:
• the relevant content of the qualification can bespecifically matched to the statement of competenceand range in the CIAT unit.
• you were successfully assessed on your capabilitiesin respect of the specific course content.
Your Supervisor may also choose to use questions, casestudy and simulation. Guidance on how to undertake andassess this is contained in the Supervisor’s GuidanceNotes.
(3) Range indicators
This is an indication of the range or evidence typeswhich should be covered. It is designed to be indicativeand is not a comprehensive list.
The units are arranged according to their stage in thetraditional architectural design and construction process
5
Guidance notes
and the main functional areas of a professionallyqualified Architectural Technician (TCIAT) as outlined onpage three.
How to complete the POP Record
When you have satisfied your Supervisor that you haveattained the required level of competence they shouldsign off the relevant standard in the POP RecordResults Schedule. You will then return the ResultsSchedule to CIAT and NOT the POP Record itself.
The objective is NOT to assemble a portfolio ofevidence. Rather, under the ‘detail and location’ youshould record what the evidence is, where it is locatedand how it satisfies the requirements. This will enableyou to locate the evidence at a later stage, whenrequired to submit it to CIAT for approval (this will bedone on a risk assessment and random basis for qualityassurance purposes).
Where evidence is called into CIAT:
• CIAT undertakes to treat all evidence in confidence.
• you should not supply originals, as evidencecannot be returned as CIAT cannot accept liabilityfor their loss.
CIAT may wish to use some evidence as exemplarevidence and if this is the case with any part of yourevidence, permission will be sought and, whereverpossible, all traceable and confidential elements will beremoved.
It is your responsibility to ensure that evidence is notdestroyed or removed from circulation (eg via archiving)until your application process has been completed.
What should I do when I have completed the POPRecord?
Once you have completed the POP Record you shouldensure that the POP Record Results Schedule hasbeen signed by your approved Supervisor(s). TheResults Schedule should then be returned to CIATCentral Office with an up to date CV and theArchitectural Technicians POP Record assessment fee.Please note that at this stage you do NOT need toreturn the POP Record, only the aforementioned items.The POP Record is for your own records, unlessrequired by CIAT.
Once the POP Record is approved, you will be aprofessionally qualified Architectural Technician, TCIAT.
Whilst you are qualififed as an Architectural Technician,you can progress further to a Chartered ArchitecturalTechnologist, MCIAT, by completing the CharteredArchitectural Technologist POP Record (using evidenceused to gain Architectural Technician membership).
The Institute operates an equal opportunities policy withrespect to qualifying for Chartered or Technicianmembership and will endeavour to support allcandidates during their membership progression.Should you have difficulties with any of the
requirements or wish to discuss any aspects of thequalification process and the associated requirements,please contact CIAT Central Office.
6
How do I gather evidence?
When gathering evidence, you should initially decidewhich job functions match different performancestandards and identify potential existing evidence todemonstrate competence against those standards. Onceany gaps have been identified, you should consider whatother evidence could be gathered from normal workactivities and which activities could provide additionalevidence. This could be done with or without the supportof the Supervisor and additionally be used to formulateyour development plan.
You should also be aware that evidence can be gatheredand used from more than one project. Also, a particularpiece of evidence may, where appropriate, be used formore than one CIAT unit. Candidates are encouraged touse evidence to satisfy multiple performance standards,especially if this rationalises their evidence and allowsmaximum demonstration of their skills.
How long will the POP Record take?
There is no specific time plan for the completion of thePOP Record as it largely relates to the individual'scircumstances and abilities to meet the performancestandards. We would, however, expect it to take two tothree years from leaving college/university to build up therequired range of competence.
Who can be the Supervisor?
The POP Record Supervisor is required to:
• be competent and professional
• hold an appropriate full professional qualificationwhich we consider to be appropriate eg. MCIAT,RIBA, MCIOB etc (a full list is available from CIATCentral Office). In the case of the CharteredArchitectural Technologist POP Record this shouldhave been held for at least three years
• know the candidates work well enough to be able tovouch for the work documented in the POP RecordResults Schedule
• ideally, be senior to the candidate, and able to helpthem gain the experience needed
• be a college/university course leader or lecturer if verifying the assessment of relevant areas ofknowledge and understanding
Do I need a single Supervisor?
We are able to accept more than one Supervisor for aPOP Record. If your Supervisor changes, then ensurethat your previous Supervisor has completed theappropriate sections of the POP Record ResultsSchedule. Then arrange for your new Supervisor tocomplete the additional Supervisor form, in the ResultsSchedule, and then continue forward with him/herapproving each performance standard achieved.
What if I cannot get an appropriate Supervisor?
It is recognised that some people may not have accessto an appropriate Supervisor. If this is the case, thenCIAT will provide you with a list of approved Supervisorswho will be able to help assess your evidence. Forfurther information, please contact CIAT Central Office.
What if I change employer?
It is recognised that candidates may change employmentand this should not hamper your POP Record. Youshould however ensure that your previous employer ishappy either for you to retain copies of any evidencereferred to in your POP Record. Ensure that these willnot be destroyed and you will be able to access them ata later date should it be required by CIAT, as part of thequality assurance process.
7
Frequently asked questions
Candidates who have attained an accredited honours degree will be exempt from all underpinning knowledgerequirements in the Architectural Technician POP Record with the exception of the developing the architecturalproject CIAT unit C and the professional practice CIAT units J and K, although it is recommended that suchcandidates progress directly to MCIAT via the Chartered Architectural Technologist POP Record, rather than qualifyas Architectural Technicians.
All other candidates will be required to use the qualification knowledge maps which follow. The shaded area of themaps indicates where a match of at least part of the knowledge requirement of the CIAT unit is located. Wheremore than one qualification unit or module is shaded all units must be attained to gain exemption from theknowledge requirements. For example, unit A.1 on the pre 2002 Edexcel/BTEC HNC/D, page twelve, indicates thatfour separate modules contain the knowledge required to cover this unit, all of these should be attained to gaincomplete exemption from the underpinning knowledge requirements of this unit
Knowledge maps for other courses will be made available in the future and listed at www.ciat.org.uk
Honours degrees accredited by CIAT An up to date list can be obtained from CIAT
8
Qualification knowledge maps
Accredited Centre for Learning and Teaching inArchitectural Technology
The University of BoltonBSc (Hons) Architectural Technology
University of Central EnglandBSc (Hons) Architectural Technology
Coventry UniversityBSc (Hons) Architectural Design Technology
De Montfort UniversityBSc (Hons) Architectural Design Technology and Production
University of DerbyBSc (Hons) Architectural Technology and Innovation
University of HuddersfieldBSc (Hons) Architectural Computer Aided Technology
Leeds Metropolitan UniversityBSc (Hons) Architectural Technology
Napier UniversityBSc (Hons) Architectural Technology
Northumbria UniversityBSc (Hons) Architectural Technology
Nottingham Trent UniversityBSc (Hons) Architectural Technology
The Robert Gordon UniversityBSc (Hons) Architectural Technology
Sheffield Hallam UniversityBSc (Hons) Architectural Technology
Southampton Solent UniversityBA (Hons) Architectural Technology
University of UlsterBSc (Hons) Architectural Technology and Management
Accreditation in Principle
Anglia Ruskin UniversityBSc (Hons) Architectural Design Technology
University of Central LancashireBSc (Hons) Architectural Technology
University of GlamorganBSc (Hons) Architectural Technology
Highlands College (Jersey)BSc (Hons) Architectural Technology
London South Bank UniversityBSc (Hons) Architectural Technology
The University of PlymouthBA (Hons) Architectural Technology and the Environment
University of Wales Institute, CardiffBSc (Hons) Architectural Design and Technology
University of WestminsterBSc (Hons) Architectural Technology
University of the West of England, BristolBSc (Hons) Architectural Technology and Design
These courses are no longer available, but are stillaccepted for underpinning knowledge exemptions:
Glasgow Caledonian UniversityBSc (Hons) Architectural Technology
University of LincolnBSc (Hons) Architectural Technology
University of LutonBSc (Hons) Architectural Technology
Honours degrees from the University of Northamptonare accepted for underpinning knowledge exemptionuntil May 2006. If you enrolled prior to this date, you willqualify for underpinning knowledge exemptions. Thoseenrolling post May 2006, will not qualify for exemptions.
9
MCIAT POP Record TCIAT POP Record
Unit UnitA.1 A.1A.2B.1 B.1B.2 B.2B.3C.1C.2C.3D.1D.2D.3D.4D.5E.1 C.1E.2 C.2F.1 D.1F.2F.3F.4 D.2
Developing the architectural project Contract management
Architectural design (management)
Post construction
Professional practice
Map of knowledge within the POP Records
MCIAT POP Record TCIAT POP Record
Unit UnitG.1G.2G.3G.4H.1 E.1H.2H.3 E.2I.1 F.3I.2 F.1I.3 F.2J.1 G.1J.2 G.2J.3 G.3J.4 G.4K.1 G.5K.2
MCIAT POP Record TCIAT POP Record
Unit UnitL.1L.2 H.1L.3 H.2L.4L.5M.1 I.1M.2 I.2M.3M.4
MCIAT POP Record TCIAT POP Record
UnitN.1N.2N.3
MCIAT POP Record TCIAT POP Record
Unit UnitO.1 O.2 J.1P.1 J.3P.2 J.4P.3 J.5Q.1 K.1
The shaded areas indicate where the NVQ unit matches the knowledge requirements in the CIAT unit.
AT
1.1
AT
1.2
AT
2.1
AT
2.2
AT
2.3
AT
3.1
AT
3.2
AT
3.3
AT
4.1
AT
4.2
AT
4.3
AT
5.1
AT
5.2
AT
6.1
AT
6.2
AT
6.3
AT
6.4
AT
7.1
AT
7.2
AT
8.1
AT
8.2
AT
8.3
AT
9.1
AT
9.2
AT
10.1
AT
10.2
AT
10.3
AT
11.1
AT
11.2
A.1A.2B.1B.2B.3C.1C.2D.1D.2E.1E.2E.3F.1F.2G.1G.2G.3G.4G.5G.6H.1H.2I.1I.2J.1J.2J.3J.4J.5
K K.1
UnitA
B
D
C
H
I
J
E
F
G
Map of knowledge within S/NVQ 4 Architectural Technology against TCIAT Units
10
Tech
nolo
gy A
Tech
nolo
gy B
Bui
ldin
g S
ervi
ces
Eng
inee
ring
and
Tech
nolo
gy
Con
tract
ual P
roce
dure
s
Ref
urbi
shm
ent a
nd
Adap
tatio
n
Tech
nolo
gy C
Spe
cific
atio
n an
d C
ontra
ct
Doc
umen
tatio
n
Des
ign
Pro
cedu
res
Des
ign
Tech
nolo
gy
Mat
eria
ls, P
rope
rties
, and
P
erfo
rman
ce
A.1A.2B.1B.2B.3C.1C.2D.1D.2E.1E.2E.3F.1F.2G.1G.2G.3G.4G.5G.6H.1H.2I.1I.2J.1J.2J.3J.4J.5
K K.1
E
C
Unit
B
J
F
G
H
I
A
D
The shaded areas indicate where the HNC/D unit matches the knowledge requirements in the CIAT unit. Wheremore than one HNC/D unit matches a CIAT unit then all HNC/D units must be attained to gain exemption for theCIAT unit knowledge requirements.
Map of knowledge within post-2002 Edexcel HNC/D(Architectural Design) Units against TCIAT Units
11
Des
ign
Pro
cedu
res
Bui
ldin
g C
onst
ruct
ion
A
Bui
ldin
g C
onst
ruct
ion
B
Bui
ldin
g C
onst
ruct
ion
C
Bui
ldin
g S
ervi
ces
and
Equ
ipm
ent A
Con
tract
ual
Adm
inis
tratio
n
Con
vers
ion
and
Adap
tatio
n
Des
ign
Tech
nolo
gy A
Des
ign
Tech
nolo
gy B
Pro
ject
A.1A.2B.1B.2B.3C.1C.2D.1D.2E.1E.2E.3F.1F.2G.1G.2G.3G.4G.5G.6H.1H.2I.1I.2J.1J.2J.3J.4J.5
K K.1
UnitA
B
C
D
H
I
J
E
F
G
The shaded areas indicate where the HNC/D unit matches the knowledge requirements in the CIAT unit. Wheremore than one HNC/D unit matches a CIAT unit then all HNC/D units must be attained to gain exemption for theCIAT unit knowledge requirements.
Map of knowledge within pre-2002 Edexcel/BTEC HNC/D(Building Studies) Units against TCIAT Units
12
Con
stru
ctio
n Te
chno
logy
3: I
ndus
trial
/Com
mer
cial
Sup
erst
ruct
ure
Sta
ndar
d Fo
rms
of C
onst
ruct
ion
Con
tract
s
Bui
ldin
g M
ater
ials
: Sel
ectio
n an
d D
eter
iora
tion
Arc
hite
ctur
al P
roce
dure
s
Arc
hite
ctur
al D
raw
ing
and
Des
ign
Des
ign
of B
uild
ing
Stru
ctur
es
Con
vers
ion
and
Ada
ptat
ion
of B
uild
ings
Law
1 fo
r Con
stru
ctio
n
Law
2 fo
r Con
stru
ctio
n
Bui
ldin
g S
ervi
ces
Des
ign
1
Bui
ldin
g S
ervi
ces
Des
ign
2
Con
stru
ctio
n H
ealth
and
Saf
ety:
Pra
ctic
e an
d M
anag
emen
t
Site
Adm
inis
tratio
n
Qua
lity
Ass
uran
ce in
Con
stru
ctio
n
Pro
mot
ing
Sus
tain
able
Dev
elop
men
t
Intro
duct
ion
to C
AD
for C
onst
ruct
ion
Inte
rmed
iate
CA
D fo
r Con
stru
ctio
n
Adv
ance
d C
AD
for C
onst
ruct
ion
A.1A.2B.1B.2B.3C.1C.2D.1D.2E.1E.2E.3F.1F.2G.1G.2G.3G.4G.5G.6H.1H.2I.1I.2J.1J.2J.3J.4J.5
K K.1
Unit
F
G
H
A
B
D
E
C
J
I
The shaded areas indicate where the HNC unit matches the knowledge requirements in the CIAT unit. Where morethan one HNC unit matches a CIAT unit then all HNC units must be attained to gain exemption for the CIAT unitknowledge requirements.
Map of knowledge within SQA HNC (Architectural Technology)Units against TCIAT Units
13
Con
stru
ctio
n Te
chno
logy
1: D
omes
tic C
onst
ruct
ion
Con
stru
ctio
n Te
chno
logy
3: I
ndus
trial
/Com
mer
cial
Sup
erst
ruct
ure
Con
stru
ctio
n S
ite S
urve
ying
Arc
hite
ctur
al D
raw
ing
and
Des
ign
Intro
duct
ion
to th
e C
onst
ruct
ion
Indu
stry
Bui
ldin
g M
ater
ials
: Per
form
ance
Stu
dies
Info
rmat
ion
Tech
nolo
gy A
pplic
atio
ns 1
Arc
hite
ctur
al D
esig
n P
roje
ct 1
Qua
ntita
tive
Bui
ldin
g S
tudi
es: I
ntro
duct
ion
Sta
ndar
d Fo
rms
of C
onst
ruct
ion
Con
tract
Inte
rmed
iate
CA
D fo
r Con
stru
ctio
n
Bui
ldin
g M
ater
ials
: Sel
ectio
n an
d D
eter
iora
tion
Des
ign
of B
uild
ing
Stru
ctur
es
Arc
hite
ctur
al P
roce
dure
s
Con
vers
ion
and
Ada
ptat
ion
of B
uild
ings
Arc
hite
ctur
al D
esig
n P
roje
ct 2
Law
1 fo
r Con
stru
ctio
n
Law
2 fo
r Con
stru
ctio
n
Con
stru
ctio
n H
ealth
and
Saf
ety:
Pra
ctic
e an
d M
anag
emen
t
Adv
ance
d C
AD
for C
onst
ruct
ion
Site
Adm
inis
tratio
n
Bui
ldin
g In
spec
tion
Qua
lity
Ass
uran
ce in
Con
stru
ctio
n
App
licat
ion
of B
uild
ing
Reg
ulat
ions
Pro
mot
ing
Sus
tain
able
Dev
elop
men
t
A.1A.2B.1B.2B.3C.1C.2D.1D.2E.1E.2E.3F.1F.2G.1G.2G.3G.4G.5G.6H.1H.2I.1I.2J.1J.2J.3J.4J.5
K K.1
Unit
A
B
D
C
I
J
E
F
G
H
The shaded areas indicate where the HND unit matches the knowledge requirements in the CIAT unit. Where morethan one HND unit matches a CIAT unit then all HND units must be attained to gain exemption for the CIAT unitknowledge requirements.
Map of knowledge within SQA HND (Architectural Technology)Units against TCIAT Units
14
Architectural Technician
Professional and OccupationalPerformance Record
Units A-K
AKnowledge
These are the type and range of things you need to demonstrate that you know about
The needs such as: the purpose of use; location; occupancy; siteaccess; access to services; access to transport infrastructure; clientexpectations, options, preferences and aspirations; space standards andrequirements for spatial organisation and relationship of functions; healthand safety
The requirements, which could be identified by: client and userrequirement studies; consultation with interested parties (clients, users,statutory bodies); checklists; questionnaires; standard documentation andadvisory material; comparative field research; market research
Appropriate methods and techniques for investigation: documentary,field research, questionnaires
The use of investigations sources such as: records, people, authorities,archives
The use of data such as: photographs, maps, drawings, legaldocuments, surveys, questionnaires
Investigation of factors including: historical, conservation, social, visual,environmental, construction, quality cost, time
Clarification of opportunities and constraints which might include:project type, purpose and location, regulatory, physical and technical,health and safety, quantity, quality, cost, time
Information presenting by methods such as: written, graphical
Know how to identify users and requirements
Know how to identify investigation sources andfeasibility options
Unit A
A.1 Identify user factorsA.2 Investigate development factors and likely problems
Underpinning knowledge Range
IDENTIFY USER FACTORS AND INVESTIGATE AND ORGANISE DEVELOPMENT FACTORS
16
Detail and location of knowledge evidence or detail of exempting qualification and units
Unit AKnowledge
Knowledge evidence
17
APerformance
These are the type and range of things you need to demonstrate that you know about
The needs such as: the purpose of use; location; occupancy; siteaccess; access to services; access to transport infrastructure; clientexpectations, options, preferences and aspirations; space standards andrequirements for spatial organisation and relationship of functions; healthand safety
The requirements, which could be identified by: client and userrequirement studies; consultation with interested parties (clients, users,statutory bodies); checklists; questionnaires; standard documentation andadvisory material; comparative field research; market research
Appropriate methods and techniques for investigation: documentary,field research, questionnaires
The use of investigations sources such as: records, people, authorities,archives
The use of data such as: photographs, maps, drawings, legaldocuments, surveys, questionnaires
Investigation of factors including: historical, conservation, social, visual,environmental, construction, quality cost, time
Clarification of opportunities and constraints which might include:project type, purpose and location, regulatory, physical and technical,health and safety, quantity, quality, cost, time
Information presenting by methods such as: written, graphical
Evidence for these areas could also come from a case study
Records of a user requirement study
Records of investigated project data and afeasibility study
Unit A
A.1 Identify user factorsA.2 Investigate development factors and likely problems
Performance requirements Range
IDENTIFY USER FACTORS AND INVESTIGATE AND ORGANISE DEVELOPMENT FACTORS
18
Detail and location of performance evidence
Unit APerformance
Performance evidence
19
BKnowledge
These are the type and range of things you need to demonstrate that you know about
Different survey types (land and buildings) and survey methods (visual,approximate measured, detailed, graphic and instrumental)
Utilisation of other investigation sources such as photographs; mapsand charts; drawings; people; authorities and archives
Adherence to safe working practice: equipment; clothing; access
Circumstances and conditions: topography, obstacles, ‘live’ (in use)conditions
Equipment: mechanical, optical, electronic
Presenting: graphical and written
Know how to identify survey needs, accuracy andoutputs
Know how to conduct and record measuredsurveys
Know how to collect, check, adjust and presentsurvey data
Unit B
B.1 Identify survey requirements, data standards and outputsB.2 Observe and record measurementsB.3 Check and present survey data
Underpinning knowledge Range
IDENTIFY SURVEY REQUIREMENTS AND MEASURE AND PRESENT SURVEY DATA
20
Detail of knowledge evidence or detail of exempting qualification and units
Unit BKnowledge
Knowledge evidence
21
BPerformance
These are the type and range of things you need to demonstrate that you know about
Different survey types (land and buildings) and survey methods (visual,approximate measured, detailed, graphic and instrumental)
Utilisation of other investigation sources such as photographs; mapsand charts; drawings; people; authorities and archives
Adherence to safe working practice: equipment; clothing; access
Circumstances and conditions: topography, obstacles, ‘live’ (in use)conditions
Equipment: mechanical, optical, electronic
Presenting: graphical and written
Assessed existing information about the site —
evidence could also come from a case study
Records of project survey observations — evidence
should come from a live project
Analysed and presented project surveydata —evidence should come from a live project
Unit B
B.1 Identify survey requirements, data standards and outputsB.2 Observe and record measurementsB.3 Check and present survey data
Performance requirements Range
IDENTIFY SURVEY REQUIREMENTS AND MEASURE AND PRESENT SURVEY DATA
22
Detail and location of performance evidence
Unit BPerformance
Performance evidence
23
CKnowledge
These are the type and range of things you need to demonstrate that you know about
Relevant regulations such as: CDM regulations and Approved Code ofPractice; current health, safety and welfare regulations
People who may have an interest such as: planning supervisor; otherdesigners; specialist advisors (e.g. contractors); clients
Hazards such as: falls from height; fire; obstructions; moving vehicles;slips, trips and falls (same height); hit by falling or moving objects; manualhandling; health issues; power sources; hazardous substances; trappedby something collapsing or overturning; confined spaces
Developing and modifying: planning; investigating; analysing;identifying interactions; calculating and testing; selecting materials;components and systems; detailing and specifying
Designs: infrastructure; structure; building fabric; finishes; services andequipment; landscape
Measures: control at source; cumulative protection; manage
Know how to communicate with parties who havean interest to ensure compliance of the designwith the relevant health and safety regulations
Know how to check elimination or reduction ofidentified hazards through developing andmodifying designs
Know how to promote the implementation of therisk reduction measures
Unit C
C.1 Identify hazards and risksC.2 Check design choices to reduce health and safety risks
Underpinning knowledge Range
MONITOR HEALTH AND SAFETY IN DESIGN
Detail of knowledge evidence or detail of exempting qualification and units
Unit CKnowledge
Knowledge evidence
25
CPerformance
Records of hazard identifications — evidence should come
from a live study
Records of monitored hazard and risk reductionmeasures — evidence should come from a live study
Unit C
C.1 Identify hazards and risksC.2 Check design choices to reduce health and safety risks
Performance requirements Range
MONITOR HEALTH AND SAFETY IN DESIGN
26
These are the type and range of things you need to demonstrate that you know about
Relevant regulations such as: CDM regulations and Approved Code ofPractice; current health, safety and welfare regulations
People who may have an interest such as: planning supervisor; otherdesigners; specialist advisors (e.g. contractors); clients
Hazards such as: falls from height; fire; obstructions; moving vehicles;slips, trips and falls (same height); hit by falling or moving objects; manualhandling; health issues; power sources; hazardous substances; trappedby something collapsing or overturning; confined spaces
Developing and modifying: planning; investigating; analysing;identifying interactions; calculating and testing; selecting materials;components and systems; detailing and specifying
Designs: infrastructure; structure; building fabric; finishes; services andequipment; landscape
Measures: control at source; cumulative protection; manage
Detail and location of performance evidence
Unit CPerformance
Performance evidence
27
DKnowledge
These are the type and range of things you need to demonstrate that you know about
Key factors: such as, infrastructures; land use; physical developments;environmental considerations; timetable; financing
Legislation: construction; construction process; end use; health, safetyand welfare
Consents for: development and use of land; structures; buildings andhighways; health, safety, and welfare; renewal and clearance; grant, loanand subsidy applications
The applications: which may be, written; graphic; oral
Know how to identify regulatory requirements ondevelopment
Know how to identify aspects of projects requiringconsent
Know how to prepare applications
Unit D
D.1 Identify regulatory requirements on developmentD.2 Identify statutory consent requirements and prepare applications
Underpinning knowledge Range
CONFIRM REGULATORY CONSENT REQUIREMENTS AND PREPARE APPLICATIONS
28
Detail of knowledge evidence or detail of exempting qualification and units
Unit DKnowledge
Knowledge evidence
29
DPerformance
Records of statutory consent applications andsupport information
Unit D
D.1 Identify regulatory requirements on developmentD.2 Identify statutory consent requirements and prepare applications
Performance requirements Range
CONFIRM REGULATORY CONSENT REQUIREMENTS AND PREPARE APPLICATIONS
30
These are the type and range of things you need to demonstrate that you know about
Key factors: such as, infrastructures; land use; physical developments;environmental considerations; timetable; financing
Legislation: construction; construction process; end use; health, safetyand welfare
Consents for: development and use of land; structures; buildings andhighways; health, safety, and welfare; renewal and clearance; grant, loanand subsidy applications
The applications: which may be, written; graphic; oral
Detail and location of performance evidence
Unit DPerformance
Performance evidence
31
EKnowledge
These are the type and range of things you need to demonstrate that you know about
Presentation methods: documentary; comparative studies; illustratedoral presentations; computer-modelled simulations; public exhibition;including use of appropriate materials, such as: drawings; projections;physical models; computer generated data; photomontage; mock-ups;written reports
Justifying by using: sketches, drawings and projections;physical models; computer generated data; diagrams; writtenreports; cost estimates; programming outline approvals fromregulatory authorities
People who have an interest: the client; prospective users; contractors(potential, lead and sub); suppliers; partners; investors; regulatoryauthorities; government agencies; public interest organisations; media
Presenting using: oral; graphical; written; computer based
Know how to prepare and present designproposals
Know how to provide information to agree detaileddesign
Know about design interactions between projectparts
Know how to set up procedures to maintaindesign coherence
Unit E
E.1 Prepare and present design proposalsE.2 Provide information to agree detailed designsE.3 Identify detailed design interactions and methods for maintaining design coherence
Underpinning knowledge Range
PREPARE AND PRESENT DESIGN PROPOSALS
32
Detail of knowledge evidence or detail of exempting qualification and units
Unit EKnowledge
Knowledge evidence
33
EPerformance
Records of a scheme design presentation
Records of a detailed design
Unit E
E.1 Prepare and present design proposalsE.2 Provide information to agree detailed designsE.3 Identify detailed design interactions and methods for maintaining design coherence
Performance requirements Range
PREPARE AND PRESENT DESIGN PROPOSALS
34
These are the type and range of things you need to demonstrate that you know about
Presentation methods: documentary; comparative studies; illustratedoral presentations; computer-modelled simulations; public exhibition;including use of appropriate materials, such as: drawings; projections;physical models; computer generated data; photomontage; mock-ups;written reports
Justifying by using: sketches, drawings and projections;physical models; computer generated data; diagrams; writtenreports; cost estimates; programming outline approvals fromregulatory authorities
People who have an interest: the client; prospective users; contractors(potential, lead and sub); suppliers; partners; investors; regulatoryauthorities; government agencies; public interest organisations; media
Presenting using: oral; graphical; written; computer based
Detail and location of performance evidence
Unit EPerformance
Performance evidence
35
FKnowledge
These are the type and range of things you need to demonstrate that you know about
Construction and installation requirements: contained in thedesign brief
Physical factors: geology; exposure; orientation; light levelsand solar gain; temperature range and wind speed
Technical factors: materials performance and availability;structural forms; component life; heating and cooling; energyuse; surface type and durability; occupancy; health, safety andwelfare; fire protection; access; equipment performance; plantavailability; human resource availability; transportation; trafficgeneration; local ecology; emissions and pollution risk
Products: raw materials; manufactured materials; componentsand systems
Standards: British Standards and Codes, official certifcates;guidance publications
Identification by: standard lists and procedures; investigativeresearch
Data: identified construction criteria; existing design solutions;potential conceptual solutions
Tests: data research; comparison with regulations; modelling;calculation
Presenting using: oral; graphical; written; computer based
Know how to identify construction requirements ofrelative importance
Know how to record detailed design solutions
Know how to investigate, analyse and assessconstruction criteria
Know how to identify technical factors and designselection criteria
Know how to calculate, record and presentdetailed designs
Know how to analyse and test significant designfactors and solutions
Unit F
F.1 Identify, analyse and record construction criteria and detailed design solutionsF.2 Investigate, calculate, test and present detailed design solutions
Underpinning knowledge Range
IDENTIFY, ANALYSE AND PRESENT DETAILED DESIGN SOLUTIONS
36
Detail of knowledge evidence or detail of exempting qualification and units
Unit FKnowledge
Knowledge evidence
37
FPerformance
Production information
Records of technical calculations
Records of supporting information for selectingmaterials, components and systems
Unit F
F.1 Identify, analyse and record construction criteria and detailed design solutionsF.2 Investigate, calculate, test and present detailed design solutions
Performance requirements Range
IDENTIFY, ANALYSE AND PRESENT DETAILED DESIGN SOLUTIONS
38
These are the type and range of things you need to demonstrate that you know about
Construction and installation requirements: contained in thedesign brief
Physical factors: geology; exposure; orientation; light levelsand solar gain; temperature range and wind speed
Technical factors: materials performance and availability;structural forms; component life; heating and cooling; energyuse; surface type and durability; occupancy; health, safety andwelfare; fire protection; access; equipment performance; plantavailability; human resource availability; transportation; trafficgeneration; local ecology; emissions and pollution risk
Products: raw materials; manufactured materials; componentsand systems
Standards: British Standards and Codes, official certifcates;guidance publications
Identification by: standard lists and procedures; investigativeresearch
Data: identified construction criteria; existing design solutions;potential conceptual solutions
Tests: data research; comparison with regulations; modelling;calculation
Presenting using: oral; graphical; written; computer based
Detail and location of performance evidence
Unit FPerformance
Performance evidence
39
GKnowledge
These are the type and range of things you need to demonstrate that you know about
Requirements for controlling: type of measurement; cost;time; quality; methods of production
Type of document: forms of contract; specifications; drawings;bills of quantities; schedules; health and safety plans; accounts;claims; incoming and outgoing drawing and document registers;records of document approval and revision
Purpose of documents: to obtain consents; procurement;contract; production
Scope: number; type; format; size
Registers and records: incoming and outgoing drawing anddocument registers; records of document approval and revision
Checks and approvals: format; presentation; accuracy;technical content; completeness; referencing; cross referencingand correlation; status; positioning; shape; dimensions;tolerances; composition; fixing; annotation; symbols andconventions
Drawings: location, assembly and components; sketches;working drawings; schedules; presentation drawings
Drawing conventions: detailing standards; codes of practice;current industry practice; methods of coordination
Schedules: schedules of rates, works materials, buildingelements, components and finishes
Type of prescriptive specification: original documkent; NBS;industry/practice standards
Source information: design information; statutory regulations;British Standards; codes of practice; technical literature
Referenced against: common arrangement; CI/StB
The information: approved providers; project documents;drawings; specifications; technical and product references
Use of information: technical reference; current record; archive
Classification and types of information: project file;organisational system; alphanumeric; CI/StB; commonarrangement files; microfiche;electronic
Know how to set up systems for controllingdocument production
Know how to identify discrepancies andinconsistencies
Know how to collate and check productioninformation
Know how to assess status of information aboutdesign
Know how to recommend changes to brief, designand specification
Know about deviations from standard conventions
Know how to produce checked drawings fordifferent purposes
Know how to select drawing production and media
Know how to produce checked schedulesincluding calculations
Know how to identify valid sources of information
Know how to produce structured checkedtechnical specifications
Know how to draft clauses from standard sources
Know how to collate and classify techncialinformation
Know how to organise information and advise onuse
Unit G
G.1 Control document productionG.2 Check and evaluate design informationG.3 Prepare drawings and associated graphical informationG.4 Prepare schedulesG.5 Draft prescriptive technical specificationsG.6 Organise technical information systems
Underpinning knowledge Range
CONTROL AND EVALUATE DESIGN DOCUMENTS AND INFORMATION
40
Detail of knowledge evidence or detail of exempting qualification and units
Unit GKnowledge
Knowledge evidence
41
GPerformance
Evidence for these areas could come from a live project or from a case study
Presented drawings and document registers
Records of checked drawings and graphicalinformation
Records of checked schedules includingcalculations
Records of checked prescriptive specifications
Records of organised project information
Unit G
G.1 Control document productionG.2 Check and evaluate design informationG.3 Prepare drawings and associated graphical informationG.4 Prepare schedulesG.5 Draft prescriptive technical specificationsG.6 Organise technical information systems
Performance requirements Range
CONTROL AND EVALUATE DESIGN DOCUMENTS AND INFORMATION
42
These are the type and range of things you need to demonstrate that you know about
Requirements for controlling: type of measurement; cost;time; quality; methods of production
Type of document: forms of contract; specifications; drawings;bills of quantities; schedules; health and safety plans; accounts;claims; incoming and outgoing drawing and document registers;records of document approval and revision
Purpose of documents: to obtain consents; procurement;contract; production
Scope: number; type; format; size
Registers and records: incoming and outgoing drawing anddocument registers; records of document approval and revision
Checks and approvals: format; presentation; accuracy;technical content; completeness; referencing; cross referencingand correlation; status; positioning; shape; dimensions;tolerances; composition; fixing; annotation; symbols andconventions
Drawings: location, assembly and components; sketches;working drawings; schedules; presentation drawings
Drawing conventions: detailing standards; codes of practice;current industry practice; methods of coordination
Schedules: schedules of rates, works materials, buildingelements, components and finishes
Type of prescriptive specification: original documkent; NBS;industry/practice standards
Source information: design information; statutory regulations;British Standards; codes of practice; technical literature
Referenced against: common arrangement; CI/StB
The information: approved providers; project documents;drawings; specifications; technical and product references
Use of information: technical reference; current record; archive
Classification and types of information: project file;organisational system; alphanumeric; CI/StB; commonarrangement files; microfiche;electronic
Detail and location of performance evidence
Unit GPerformance
Performance evidence
43
HKnowledge
These are the type and range of things you need to demonstrate that you know about
Tender type: open competitive; two stage; 'two envelope';selected list
Type of tender documents: invitation to tender; form of tender;returns procedure; specifications; drawings; schedules; bills ofquantities; health and safety plans
Content of tender documents: technical requirements; contractterms and the conditions; procedures for submitting tenders
Tenderers: contractors; sub/works/trade contractors; suppliers;consultants
Variations, adjustments and corrections: price; quantity;quality; standards; carriage and delivery; completion;maintenance; after sales service; method of payment; terms ofpayment; contract conditions
Amendments: extension to tender period; changes resultingfrom queries
Selection criteria for tenderers: quality and delivery record;perceived added value; acceptability of know sub-contractingarrangements; acceptability to client; financial resources;references for previous clients/financers
Selection criteria for tender: quality; technical viability;timescale; costs; loading and cashflow; perceived added value;comparative criteria; weighting; organisational policies; legalrequirements
Know how to issue tender documents and followprocedures
Know how to check tenders and confirmamendments
Unit H
H.1 Obtain estimates, bids and tendersH.2 Check estimates, bids and tenders
Underpinning knowledge Range
OBTAIN AND CHECK ESTIMATE, BID AND TENDER ENQUIRIES
44
Detail of knowledge evidence or detail of exempting qualification and units
Unit HKnowledge
Knowledge evidence
45
HPerformance
Records of project tender documents issued
Records of checked project tenders
Unit H
H.1 Obtain estimates, bids and tendersH.2 Check estimates, bids and tenders
Performance requirements Range
OBTAIN AND CHECK ESTIMATE, BID AND TENDER ENQUIRIES
46
These are the type and range of things you need to demonstrate that you know about
Tender type: open competitive; two stage; 'two envelope';selected list
Type of tender documents: invitation to tender; form of tender;returns procedure; specifications; drawings; schedules; bills ofquantities; health and safety plans
Content of tender documents: technical requirements; contractterms and the conditions; procedures for submitting tenders
Tenderers: contractors; sub/works/trade contractors; suppliers;consultants
Variations, adjustments and corrections: price; quantity;quality; standards; carriage and delivery; completion;maintenance; after sales service; method of payment; terms ofpayment; contract conditions
Amendments: extension to tender period; changes resultingfrom queries
Selection criteria for tenderers: quality and delivery record;perceived added value; acceptability of know sub-contractingarrangements; acceptability to client; financial resources;references for previous clients/financers
Selection criteria for tender: quality; technical viability;timescale; costs; loading and cashflow; perceived added value;comparative criteria; weighting; organisational policies; legalrequirements
Detail and location of performance evidence
Unit HPerformance
Performance evidence
47
IKnowledge
These are the type and range of things you need to demonstrate that you know about
Quality standards: statutory requirements; projectspecifications; British Standards; Codes of Practice; companystandards; trade advisory guidance and best practice
Monitoring systems: visual inspection; comparison with design requirements; comparison with standard documentation;checking manufacturer's documentation; checking deliverynotes; sampling and testing; site meetings and reports; recordsof work against agreed programmes
Legal and statutory requirements and responsibilities:Building Control; environmental health; health and safety; fire;utilities regulations; highways; heritage; development licencesand building permits; employment practice; byelaws; non-statutory guidelines
Corrective action: corrective action; restore compliance
Know how to identify quality standards andcontrol systems
Know how to check materials and constructionwork conformance
Know how to identify legal and statutoryrequirements
Know how to implement monitoring systems andcorrective action
Unit I
I.1 Monitor construction work against agreed quality standardsI.2 Monitor contract compliance with legal and statutory requirements
Underpinning knowledge Range
MONITOR CONSTRUCTION WORKS COMPLIANCE
48
Detail of knowledge evidence or detail of exempting qualification and units
Unit IKnowledge
Knowledge evidence
49
IPerformance
Records of project site observations and qualitycontrol records
Records of project statutory compliancemonitoring
Performance requirements Range
50
Unit I
I.1 Monitor construction work against agreed quality standardsI.2 Monitor contract compliance with legal and statutory requirements
MONITOR CONSTRUCTION WORKS COMPLIANCE
These are the type and range of things you need to demonstrate that you know about
Quality standards: statutory requirements; projectspecifications; British Standards; Codes of Practice; companystandards; trade advisory guidance and best practice
Monitoring systems: visual inspection; comparison with design requirements; comparison with standard documentation;checking manufacturer's documentation; checking deliverynotes; sampling and testing; site meetings and reports; recordsof work against agreed programmes
Legal and statutory requirements and responsibilities:Building Control; environmental health; health and safety; fire;utilities regulations; highways; heritage; development licencesand building permits; employment practice; byelaws; non-statutory guidelines
Corrective action: corrective action; restore compliance
Detail and location of performance evidence
Unit IPerformance
Performance evidence
51
JKnowledge
These are the type and range of things you need to demonstrate that you know about
Types of meetings: involving people within or without yourorganisation
Obtaining information: dialogue; questioning others
Technical information and advice: issuing instructions; makingdecisions; increasing others’ understanding; negotiation
Presenting: orally; in writing; graphically
People receiving information: same and related occupations;clients, techncial and non-technical people; craft and manualworkers
Giving techncial instruction: critical points; clear language
Techncial recommendations: implications of alternatives thathave been considered; descriptions of information sourcesconsulted; analysis techniques applied; criteria used for drawingconclusions
Information sources: experience and practice; informationsystems; other people
Analysing problems: information and conclusions from andcomparisons with previous cases; required outcomes; knownand anticipated limitations
Aids and techniques: identify options; relationship betweenfactors; graphical aids
Criteria: interests of the client; legal; conformity with recognisedgood practice; cost-effectiveness; resources; safety; predictedrisk
Ethical standards and good practice: codes of practice;statute law, duty of care
Conflicts of interest: offers resulting in adverse conditions toindivduals or the community; offers involving the financialinterest of the practitioner
Know how to identify meeting roles andresponsibilities
Know how to contribute in meetings
Know how to present technical data, advice andrecommendations
Know how to identify problems, their causes andcriteria for solutions
Know how to summarise problems
Know how to communicate with clients andprevent interest conflicts
Unit J
J.1 Make contributions to meetingsJ.2 Gain the trust and support of your managerJ.3 Present technical informationJ.4 Identify and summarise problems and criteria for solutionsJ.5 Contribute to the protection of client interest*
Underpinning knowledge Range
ENHANCE WORKING RELATIONSHIPS AND OPERATE IN A PROFESSIONAL MANNER
* This evidence will need to be assessed according to CIAT’s Code of Conduct
52
Detail of knowledge evidence
Unit JKnowledge
Knowledge evidence
53
JPerformance
Evidence for these areas would normally come from the structured appraisal ofthe candidate’s supervisor
Records of contributions to meetings
Evidence of reports, presentations and liaison withmanagers
Records of professional technical data and advicegiven
Records of summarise problems and criteria forsolutions
Records of professional duty of care in practice *
Unit J
J.1 Make contributions to meetingsJ.2 Gain the trust and support of your managerJ.3 Present technical informationJ.4 Identify and summarise problems and criteria for solutionsJ.5 Contribute to the protection of client interest*
Performance requirements Range
ENHANCE WORKING RELATIONSHIPS AND OPERATE IN A PROFESSIONAL MANNER
* This evidence will need to be assessed according to CIAT’s Code of Conduct
54
These are the type and range of things you need to demonstrate that you know about
Types of meetings: involving people within or without yourorganisation
Obtaining information: dialogue; questioning others
Technical information and advice: issuing instructions; makingdecisions; increasing others’ understanding; negotiation
Presenting: orally; in writing; graphically
People receiving information: same and related occupations;clients, techncial and non-technical people; craft and manualworkers
Giving techncial instruction: critical points; clear language
Techncial recommendations: implications of alternatives thathave been considered; descriptions of information sourcesconsulted; analysis techniques applied; criteria used for drawingconclusions
Information sources: experience and practice; informationsystems; other people
Analysing problems: information and conclusions from andcomparisons with previous cases; required outcomes; knownand anticipated limitations
Aids and techniques: identify options; relationship betweenfactors; graphical aids
Criteria: interests of the client; legal; conformity with recognisedgood practice; cost-effectiveness; resources; safety; predictedrisk
Ethical standards and good practice: codes of practice;statute law, duty of care
Conflicts of interest: offers resulting in adverse conditions toindivduals or the community; offers involving the financialinterest of the practitioner
Detail and location of performance evidence
Unit JPerformance
Performance evidence
55
KKnowledge
These are the type and range of things you need to demonstrate that you know about
Aims and objectives: preparation for new job or role;intellectual challenge; need for updating; ensuring andevidencing professional competence; compliance with employerand professional requirements; awareness of shortcomings
Personal development: maintenance of existing competence;improvement of existing competence; development of newcompetence
Sources: national/ industry bodies; education and trainingproviders; in house; media (journals, newspapers, TV/radio,internet); fairs and exhibitions; conferences; professional bodiesand regional networks
Standards of competence: job descriptions; professionalinstituion requirements; industry national standards
Development plan: priorities; target dates; developmentactivities
Development activities: formal courses; research; workexperience; personal study
Know how to identify competence needs andsources of support
Know how to record profiles of competence needsand progress
Know how to analyse personal development aimsand progress
Unit K
K.1 Identify, record and analyse personal development aims and progress*
Underpinning knowledge Range
UNDERTAKE STRUCTURED PERSONAL DEVELOPMENT
* This evidence will need to be assessed according to CIAT’s Code of Conduct
56
Detail of knowledge evidence
Unit KKnowledge
Knowledge evidence
57
KPerformance
These are the type and range of things you need to demonstrate that you know about
Aims and objectives: preparation for new job or role;intellectual challenge; need for updating; ensuring andevidencing professional competence; compliance with employerand professional requirements; awareness of shortcomings
Personal development: maintenance of existing competence;improvement of existing competence; development of newcompetence
Sources: national/ industry bodies; education and trainingproviders; in house; media (journals, newspapers, TV/radio,internet); fairs and exhibitions; conferences; professional bodiesand regional networks
Standards of competence: job descriptions; professionalinstituion requirements; industry national standards
Development plan: priorities; target dates; developmentactivities
Development activities: formal courses; research; workexperience; personal study
Evidence for these areas would normally come from the structured appraisal ofthe candidate’s supervisor
Records of personal development plans, analysesand reviews
Unit K
K.1 Identify, record and analyse personal development aims and progress*
Performance requirements Range
UNDERTAKE STRUCTURED PERSONAL DEVELOPMENT
* This evidence will need to be assessed according to CIAT’s Code of Conduct
58
Detail and location of performance evidence
Performance evidence
59
Unit KPerformance
Case studies
Case Study 1: No exemption for underpinning knowledge
Case Study 2: Partial exemption for underpinning knowledge
Case Study 3: Complete exemption for underpinningknowledge from an accredited degree course
Case Study 4: Complete exemption for underpinningknowledge from Higher National Units(progressing from TCIAT to MCIAT)
ExampleKnowledge
These are the type and range of things you need to demonstrate that you know about
Preparation: previous minutes; agenda; support papers; notification; attendance; matters arising
Information about: location; attendance; meeting type, style andpurpose; historical issues; political issues
People involved: client; user; employer; employee; contractor (main andsub); consultants; partners; funders; investors; legal and regulatoryauthorities; government agencies; public interest organisations; otherbodies
Know how to manage meetings to achieve objectives
Know how to analyse problems discussed
Unit O
O.1 Manage meetingsO.2 Make analytical contributions to meetings
Underpinning knowledge Range
MANAGE AND CONTRIBUTE TO MEETINGS
Case study 1
62
N.B All case studies are based on the Chartered Architectural Technologist POP Record units (principles remain the same)
Detail of knowledge evidence or detail of exempting qualification and units
O.1 Know how to manage meetings to achieve objectivesThis evidence came following observation of my peers and discussions with colleagues and managers.
Before the meeting I make sure that I: — Confirm the date, time and venue and ensure attendees are notified and available and ensure allpaperwork agendas, support papers etc) are produced with enough notice— Understand the purpose and objectives of the meeting— Am aware of progress against the actions of the previous meeting— Am aware of the key people present, their roles and organisations and interested parties are invited— Am confident that I understand the view I am to present and what views others may express— Am clear what actions are necessary for the meeting to agree in order to proceed— Have thought about and can answer questions I am likely to be asked and should ask
During the meeting I:— Confirm the style, purpose and objectives of the meeting— Identify myself and my role clearly and establish who the other participants are and what their roles are— Speak clearly, using appropriate tone and language— Confirm the accuracy of records of any previous meeting and progress of any actions agreed — Keep the discussion focussed and well ordered— Allow all attendees to express their views and ensure that, wherever possible, the meeting reaches agreement, and agreed actions given to appropriate people— Ensure that notes of views expressed and actions agreed are made— Ensure that actions are sufficient, appropriate and achievable within the timescale.
After the meeting I:— Ensure that meeting records are accurate and distributed to all attendees and other interested parties— Keep up to date with progress against actions, consulting as necessary
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
No exemption for underpinning knowledge
63
ExamplePerformance
These are the type and range of things you need to demonstrate that you know about
Preparation: previous minutes; agenda; support papers; notification; attendance; matters arising
Information about: location; attendance; meeting type, style andpurpose; historical issues; political issues
People involved: client; user; employer; employee; contractor (mainand sub); consultants; partners; funders; investors; legal andregulatory authorities; government agencies; public interestorganisations; other bodies
Evidence for these areas could also come from a case study
Records of managed meetings
Records of contributions to meetings
Unit O
O.1 Manage meetingsO.2 Make analytical contributions to meetings
Performance requirements Range
MANAGE AND CONTRIBUTE TO MEETINGS
Case study 1
64
Detail and location of performance evidence
Records of led meetings
The evidence for this unit comes from a new build supermarket on a green field site. The project was chosenbecause the meetings were of varying type, style and purpose. Our main hurdle was gaining planningpermission, which involved the environmental interest and community groups. During these meetings it wasmy role to listen to the arguments of these groups and weigh them up, with respect to the needs of the client,other users and alternative sites. Part of the process was an analysis and of the impacts of selecting this or oneof three alternative sites. This showed that the site gave the most benefit to client, user, environment,community and other parties.
Records of these meetings and the analysis can be found in the file marked BWA/263/site This evidence wasalso used for CIAT units A, B, C and N.
Once the project was approved I was responsible for the project management and chaired meetings withvarying representation of the design team, clients and contractors as the project progressed. Representation andstyle varied with the purpose of the meeting; some being less formal than others. A key requirement of the clientwas that the project was completed as soon as possible in order that they could commence trading. Thusdeadlines were very strict and the whole team needed to be kept informed of progress. Any potential delays werequickly identified and rectified if necessary. It was part of my role to ensure that this was managed effectively.
Records of these meetings can be found in the file BWA/263/projmgmt/meetingrecordsThis evidence was also used for units M and P.
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
No exemption for underpinning knowledge
65
ExampleKnowledge
These are the type and range of things you need to demonstrate that you know about
Information type: design brief; records of earlier stages; surveys;reports; statutory approvals and requirements; cost estimates; standardsand codes of practice; technical literature
Purpose of documents: to obtain consents; procurement; contract; production
Requirements for controlling: type of measurement; cost; time; quality;methods of production
Type of document: forms of contract; specifications; drawings; bills of quantities; schedules; health and safety plans; accounts; claims;incoming and outgoing drawing and document registers; records ofdocument approval and revision
Decision makers: client; financial advisers; contractors (lead, potentialand sub); suppliers
Criteria: format; presentation; accuracy; technical content;completeness; referencing; cross referencing and correlation; status
Drawings: location, assembly and components; sketches; workingdrawings; schedules; presentation drawings
Purpose of drawings: obtain consents; procurement; contract;production
Drawing conventions: detailing standards; codes of practice; current industry practice; methods of coordination
Checks and approvals: format; presentation; accuracy; technicalcontent; completeness; referencing; cross referencing and correlation;status; positioning; shape; dimensions; tolerances; composition; fixing;annotation; symbols and conventions
Schedules: schedules of rates, works materials, building elements, components and finishes
Purpose of schedules: obtain consents; procurement; contract;production
Drawing conventions: detailing standards; codes of practice; current industry practice; methods of coordination
Checks and approvals: format; presentation; accuracy (includingbalancing checks); technical content; completeness; referencing; crossreferencing and correlation; status
Know how to specify, select and agreerequirements and systems
Know how to choose production methods and evaluate documents
Know how to select drawing production methodsand media
Know how to produce schedules including calculations
Unit J
J.1 Set up systems for controlling document productionJ.2 Integrate, evaluate and recommend changes to design informationJ.3 Select drawing production methods and mediaJ.4 Control and check schedule production
Underpinning knowledge Range
INTEGRATE, CONTROL AND EVALUATE DESIGN DOCUMENTATION AND DRAWINGAND SCHEDULE PRODUCTION
Case study 2
66
Detail of knowledge evidence or detail of exempting qualification and units
J.1 Set up systems for controlling document production
(Know how to specify, select and agree requirements and systems)
This is partly assessed in Organisation & Procedures IIa, Design Procedures III and Building Technology (B)(certificates attached). These covered the types of documentation and drawings used for construction projects.
I attended an AutoCAD short course at a local training centre. This included coverage of the organisation,structuring, co-ordination and checking of production information for the different purposes set out in the unitrange. The course was assessed on each aspect and I attach my pass certificate.
I have carried out research in my office with a view to developing a check list for our office handbook for checkingdrawings. This necessitated me reviewing, studying and summarising published British Standards, Codes ofPractice and guidance material on the subject.
This evidence is recorded in the electronic folder t:/office/handbook/procedures/
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Partial exemption for underpinning knowledge (eg: does not have all Higher National Units)
67
ExamplePerformance
These are the type and range of things you need to demonstrate that you know about
Information type: design brief; records of earlier stages; surveys; reports;statutory approvals and requirements; cost estimates; standards andcodes of practice; technical literature
Purpose of documents: to obtain consents; procurement; contract;production
Requirements for controlling: type of measurement; cost; time; quality;methods of production
Type of document: forms of contract; specifications; drawings; bills ofquantities; schedules; health and safety plans; accounts; claims; incomingand outgoing drawing and document registers; records of documentapproval and revision
Decision makers: client; financial advisers; contractors (lead, potentialand sub), suppliers
Criteria: format; presentation; accuracy; technical content; completeness; referencing; cross referencing and correlation; status
Drawings: location, assembly and components; sketches; workingdrawings; schedules; presentation drawings
Purpose of drawings: obtain consents; procurement; contract;production
Drawing conventions: detailing standards; codes of practice; currentindustry practice; methods of coordination
Checks and approvals: format; presentation; accuracy; technicalcontent; completeness; referencing; cross referencing and correlation;status; positioning; shape; dimensions; tolerances; composition; fixing;annotation; symbols and conventions
Schedules: schedules of rates, works materials, building elements,components and finishes
Purpose of schedules: obtain consents; procurement; contract;production
Drawing conventions: detailing standards; codes of practice; currentindustry practice; methods of coordination
Checks and approvals: format; presentation; accuracy (includingbalancing checks); technical content; completeness; referencing; crossreferencing and correlation; status
Established records of project production document control procedures — evidence would normally
come from structured appraisal by candidates supervisor
Records of evaluated and checked project documents, drawings and graphical information —evidence should come from a live project
Checked schedules including calculations— evidence should come from a live project
Unit J
J.1 Set up systems for controlling document productionJ.2 Integrate, evaluate and recommend changes to design informationJ.3 Select drawing production methods and mediaJ.4 Control and check schedule production
Performance requirements Range
INTEGRATE, CONTROL AND EVALUATE DESIGN DOCUMENTATION AND DRAWINGAND SCHEDULE PRODUCTION
Case study 2
68
Detail and location of performance evidence
Records of established project production document control procedures
As part of a new private housing development it was my responsibility to control the preparation of projectdrawings and other related information. It was important to ensure that drawings produced by the variousconsultants were compatible and used the same protocols. This was undertaken using electronic data storageand communication and I had to establish a system whereby each consultant always had the latest version ofthe drawings and any alterations were communicated effectively to the team. The communication wasundertaken via email and the use of a secure project website. The system involves the use of a drawing registerthat records details of each drawing and any revisions and details of dissemination to team members.
From the outset of the project and the formation of the design team (architectural, structural engineer, servicesengineer, quantity surveyor — and subsequently contractor), I introduced, via periodic team meetings, a set ofprocedures for the preparation of and co-ordination of all production documentation. The system was based onthe Common Arrangement for the structuring of information. Procedures were agreed for:
— Individual responsibility for producing and checking information— Identification of any joint responsibilities and for co-ordination between related information— The purpose(s) for each document (eg. Building Regulation consent, tenders, contract, production, Health & Safety Plan)— Base documents to work from (feasibility study, site survey,, soil investigation report, planning approval)— Procedures for distribution and amendment— Key personnel in each organisation through whom information was channelled.
This evidence is recorded in the electronic folder t:/projects/housing/surrey/WTP - drawings and teammeetings.
This evidence was also partly used for units D, I and K.
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Partial exemption for underpinning knowledge (eg: does not have all Higher National Units)
69
ExampleKnowledge
These are the type and range of things you need to demonstrate that you know about
The procurement objectives of a project, including: type and from ofcontract; risk allocation; time; project duration and complexity; economicand political context; funding sources
The criteria against which tenders are assessed: degree ofcommercial and financial risk; relative costs; timescales; complexity; quali-ty; client constraints (mandatory and advisory)
The legal and statutory requirements affecting procurement such as:common laws; contract laws; EU Statues; Codes of Practice andProcedures
Recommending the appropriate procurement method (for example;partnering, negotiation, competitive tender, management contracting,construction management, project management) and agreeing andrecording the implementation procedures, including tendering process;tender evaluation; award recommendation; contract award
The people involved in the contract such as: client; employer; partners;lead contractors; domestic, nominated sub contractors; management;third parties
The criteria for selecting the form of contract such as: client needsand requirements; form of procurement; degree of commercial andfinancial risk; relative costs; timescales; complexity; quality; sector prac-tice; project type (for example design, construction or services)
Identification of required services (specialist and support) and resources(human; material; plant and equipment and facilities), assessing theirquality and reliability and mechanisms for obtaining them under therequired term of appointment
Confirmation of the roles and capabilities of the design team, whichwill include: aspects of design; health, safety and welfare; statutory andother approvals; procurement; coordination; quality assurance
Recognising and communicating with people who have an interest,which might include: the client; prospective users; contractors (potential,lead and sub); suppliers; partners; regulatory authorities; governmentagencies; public interest organisations
Clarifying and communicating the requirements of the design brief andprogramme such as: key decision stages; scheduling and timetabling;delivery of design documentation; statutory approvals; design teammeetings; procurement
Agreeing appropriate methods for design development, evaluation,modification and updating, such as: responsibilities; format; content;indexing; distribution; reviewing; resolving conflicts; revising; qualitycontrol; storage; security; retrieval; statutory approvals and specifying amethod of deign monitoring appropriate to the project (this could includeexchanging and coordinating information; checks and approvals;meetings and reporting)
Undertaking necessary and appropriate design investigation (forexample documentary search; investigative search; field investigation;consultation; physical models; computer models)
Know how to evaluate, select and agree procurement methods
Know how to select and agree a form of contract
Know how to evaluate and select design servicesand resources
Know how to agree design responsibilities andprocesses
Know how to select, specify and agree monitoringmethods
Unit D
D.1 Select and agree procurement procedures with clientsD.2 Recommend and agree forms of contractD.3 Select and form a design teamD.4 Confirm and agree design team responsibilities and processesD.5 Establish and monitor design team working methods
Underpinning knowledge Range
SELECT AND AGREE PROCUREMENT PROCEDURES, FORMS OF CONTRACT ANDDESIGN TEAM
Case study 3
70
Detail and location of knowledge evidence or detail of exempting qualification and units
(How to select and agree a form of contract)
Exemption awarded with accredited degree as outlined earlier.
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the Unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Complete exemption for underpining knowledge from accredited degree course
71
ExamplePerformance
Practical evidence you need to produce
Records of selected and agreed project procurement procedures
Records of reviewed forms of contract for projects
Evaluated and selected design team requirements
Records of agreed project team briefing and programmes
Records of monitored project design procedures
Unit D
D.1 Select and agree procurement procedures with clientsD.2 Recommend and agree forms of contractD.3 Select and form a design teamD.4 Confirm and agree design team responsibilities and processesD.5 Establish and monitor design team working methods
Performance requirements Range
SELECT AND AGREE PROCUREMENT PROCEDURES, FORMS OF CONTRACT ANDDESIGN TEAM
Case study 3
72
These are the type and range of things you need to demonstrate that you know about
The procurement objectives of a project, including: type and from ofcontract; risk allocation; time; project duration and complexity; economicand political context; funding sources
The criteria against which tenders are assessed: degree ofcommercial and financial risk; relative costs; timescales; complexity; quali-ty; client constraints (mandatory and advisory)
The legal and statutory requirements affecting procurement such as:common laws; contract laws; EU Statues; Codes of Practice andProcedures
Recommending the appropriate procurement method (for example;partnering, negotiation, competitive tender, management contracting,construction management, project management) and agreeing andrecording the implementation procedures, including tendering process;tender evaluation; award recommendation; contract award
The people involved in the contract such as: client; employer; partners;lead contractors; domestic, nominated sub contractors; management;third parties
The criteria for selecting the form of contract such as: client needsand requirements; form of procurement; degree of commercial andfinancial risk; relative costs; timescales; complexity; quality; sector prac-tice; project type (for example design, construction or services)
Identification of required services (specialist and support) and resources(human; material; plant and equipment and facilities), assessing theirquality and reliability and mechanisms for obtaining them under therequired term of appointment
Confirmation of the roles and capabilities of the design team, whichwill include: aspects of design; health, safety and welfare; statutory andother approvals; procurement; coordination; quality assurance
Recognising and communicating with people who have an interest,which might include: the client; prospective users; contractors (potential,lead and sub); suppliers; partners; regulatory authorities; governmentagencies; public interest organisations
Clarifying and communicating the requirements of the design brief andprogramme such as: key decision stages; scheduling and timetabling;delivery of design documentation; statutory approvals; design teammeetings; procurement
Agreeing appropriate methods for design development, evaluation,modification and updating, such as: responsibilities; format; content;indexing; distribution; reviewing; resolving conflicts; revising; qualitycontrol; storage; security; retrieval; statutory approvals and specifying amethod of deign monitoring appropriate to the project (this could includeexchanging and coordinating information; checks and approvals;meetings and reporting)
Undertaking necessary and appropriate design investigation (forexample documentary search; investigative search; field investigation;consultation; physical models; computer models)
Detail and location of knowledge evidence or detail of exempting qualification and units
Records of selected and agreed forms of contracts for projects
I work within a local authority, undertaking design work on their behalf. I have experience dealing withcontracts of varying type and there are several evidence sources listed, demonstrating selection against criteriaincluding
— People involved (partners, approved lead contractor and nominated sub contractor)— Client requirements and user needs— In house procedures and regulations— Degree of commercial and financial risk— Relative costs and timescale
Whilst due to employment restrictions I have not been involved in the approval stages, I have undertaken casestudies to extend my role into this area and these are included in my evidence listed below compared to theactual approvals. I have also undertaken an analysis of ten discrepancies between the two sets of papers and thereasons behind them.
Records of can be found in files marked:schools/refurb/2000/Sacred_Heart/contractsschools/newbuild/All_Saints/contractshousing/adapt/disability/whetstone/contracts
Corresponding case studies and their analyses can be found in:schools/refurb/2000/Sacred_Heart/contracts/cas-estudiesschools/newbuild/All_Saints/contracts/casestudieshousing/adapt/disability/whetstone/contracts/cases-tudies
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Complete exemption for underpining knowledge from accredited degree course
73
ExampleKnowledge
These are the type and range of things you need to demonstrate that you know about
Presentation methods: documentary; comparative studies; illustratedoral presentations; computer-modelled simulations; public exhibition;including use of appropriate materials, such as: drawings; projections;physical models; computer generated data; photomontage; mock-ups;written reports
People who have an interest: the client; prospective users; contractors(potential, lead and sub); suppliers; partners; investors; regulatoryauthorities; government agencies; public interest organisations; media
Implications of modification: cost; programme; performance
Presentation methods: oral; graphical; written; computer based
People who have an interest: the client; prospective users;contractors (potential, lead and sub); suppliers; partners;investors; regulatory authorities; government agencies; publicinterest organisations
Presentation methods: documentary; comparative studies;illustrated oral presentations; computer-modelled simulations;public exhibition; including use of appropriate materials, such as: drawings; projections; physical models; computer generateddata; photomontage; mock-ups; written reports; cost estimates;programming; cash analysis; outline approvals from regulatoryauthorities
Presenting using: oral; graphical; written; computer based
Know how to provide evidence and justify recommendations
Know how to advise on design proposals
Know how to assess implications of design recommendations
Know how to choose design purposes, formatsand techniques
Know how to evaluate and select design solutionsand products
Know how to resolve conflicts between factors
Know how to prepare and present design proposals
Unit H
H.1 Present and justify project design recommendationsH.2 Advise clients on the selection and modification of design proposalsH.3 Assess detailed design implications of design recommendations
Underpinning knowledge Range
JUSTIFY AND ADVISE ON THE SELECTION OF PROJECT DESIGNS
Case study 4
74
Detail and location of knowledge evidence or detail of exempting qualification and units
Exemption awarded with Higher National (with supplementary units) as outlined earlier.
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Complete exemption for underpining knowledge from Higher National Units (progressingfrom TCIAT to MCIAT)
75
ExamplePerformance
Practical evidence you need to produce
Presented project design proposals
Records of advice on and explanations of designrecommendations
Records of confirmed project design solutions
Unit H
H.1 Present and justify project design recommendationsH.2 Advise clients on the selection and modification of design proposalsH.3 Assess detailed design implications of design recommendations
Performance requirements Range
JUSTIFY AND ADVISE ON THE SELECTION OF PROJECT DESIGNS
Case study 4
76
These are the type and range of things you need to demonstrate that you know about
Presentation methods: documentary; comparative studies; illustratedoral presentations; computer-modelled simulations; public exhibition;including use of appropriate materials, such as: drawings; projections;physical models; computer generated data; photomontage; mock-ups;written reports
People who have an interest: the client; prospective users; contractors(potential, lead and sub); suppliers; partners; investors; regulatoryauthorities; government agencies; public interest organisations; media
Implications of modification: cost; programme; performance
Presentation methods: oral; graphical; written; computer based
People who have an interest: the client; prospective users;contractors (potential, lead and sub); suppliers; partners;investors; regulatory authorities; government agencies; publicinterest organisations
Presentation methods: documentary; comparative studies;illustrated oral presentations; computer-modelled simulations;public exhibition; including use of appropriate materials, such as: drawings; projections; physical models; computer generateddata; photomontage; mock-ups; written reports; cost estimates;programming; cash analysis; outline approvals from regulatoryauthorities
Presenting using: oral; graphical; written; computer based
Detail and location of knowledge evidence or detail of exempting qualification and units
Analysed and presented project design proposals
I was assessed against this performance standard for my Architectural Technician POP Record and amusing some of the same evidence. I have added additional evidence to show how my experience andcompetence have improved since gaining TCIAT.
I have presented designs to both client and design teams, mainly once the concept scheme has been agreed.My major contribution is normally related to developing the presentation itself using CAD walkthroughsand project boards. CAD walkthroughs are costly but effective and so are used more extensively for majorprojects. Design boards allow us to incorporate samples of materials within the proposal, useful on façaderefurbishment for example.
When presenting design proposals, especially in the initial stages, I offer the client several options andshow how this might affect the overall project in terms of time and budget. This enables clients and usersto make decisions and feel more engaged with the project.
Some of this evidence comes from witness testimony, supplied by my line manager who has witnessed mycontributions to the preparation and presentation of design proposals for an historical refurbishment anda new build sports stadia as well as several lager domestic projects.
This evidence is located in:v:/designs/FB/911/walkthroughFile: BandB/1912(including boards layout, record of meetings and testi-mony)
This evidence was also used for units A, F and G.
Please note that these case studies are intended to be indicative only and so might not cover the entire requirements of the unit. The degree ofcoverage with the requirements will depend upon the actual content of the evidence produced and will be at the professional discretion of thesupervisor.
Complete exemption for underpining knowledge from Higher National Units (progressingfrom TCIAT to MCIAT)
77
Architectural Technician
Professional and OccupationalPerformance Record
Results Schedule
Candidate name:
Membership number:
The following pages are to be signed by your Supervisor. Once signed, pleasereturn this section only to the CIAT Membership Department for assessment.You do not need to return the POP Record at this stage
Supervisor details
Name of Supervisor
Professional qualifications held by Supervisor (including qualification date)
Supervisor’s job title
Name of Supervisor’s practice/organisation
Supervisor’s practice/organisation address
Additional Supervisor details (if applicable)
Name of Supervisor
Professional qualifications held by Supervisor (including qualification date)
Supervisor’s job title
Name of Supervisor’s practice/organisation
Supervisor’s practice/organisation address
80
CBA
B.1 Identify survey requirements, data standards andoutputs
B.2 Observe and record measurements
B.3 Check and present survey data
A.1 Identify user factors
A.2 Investigate development factors and likelyproblems
A. Identify user factors and investigate andorganise development factors
B. Identify survey requirements and measure andpresent survey data
C.1 Identify hazards and risks
C.2 Check design choices to reduce health and safetyrisks
C. Monitor health and safety in design
DD.1 Identify regulatory requirements on development
D.2 Identify statutory consent requirements andprepare applications
D. Confirm regulatory consent requirements andprepare applications
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
81
FF. Identify, analyse and present detailed designsolutions
F.1 Identify, analyse and record construction criteriaand detailed design solutions
F.2 Investigate, calculate, test and present detaileddesign solutions
EE.1 Prepare and present design proposals
E.2 Provide information to agree detailed designs
E.3 Identify detailed design interactions and methodsfor maintaining design coherence
E. Prepare and present design proposals Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
GG.1 Control document production
G.2 Check and evaluate design information
G.3 Prepare drawings and associated graphicalinformation
G.4 Prepare schedules
G.5 Draft prescriptive technical specifications
G.6 Organise technical information systems
G. Control and evaluate design documents andinformation
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
HH.1 Obtain estimates, bids and tenders
H.2 Check estimates, bids and tenders
H. Obtain and check estimate, bid and tenderenquiries
82
KJ
K.1 Identify, record and analyse personal developmentaims and progress
J.1 Make contributions to meetings
J.2 Gain the trust and support of your manager
J.3 Present technical information
J.4 Identify and summarise problems and criteria forsolutions
J.5 Contribute to the protection of client interest
J. Enhance working relationships and operate in aprofessional manner
K. Undertake structured personal development
II.1 Monitor construction work against agreed qualitystandards
I.2 Monitor contract compliance with legal andstatutory requirements
I. Monitor construction works compliance Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
Knowledge evidence:Unit or course which covers knowledge evidence, or signature of Supervisor toconfirm attained knowledge
Performance evidence:
Signature of Supervisor
83