At Pop Record

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

E. [email protected]

© 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


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


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.

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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.

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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


Map of knowledge within the POP Records


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


Unit UnitL.1L.2 H.1L.3 H.2L.4L.5M.1 I.1M.2 I.2M.3M.4


UnitN.1N.2N.3


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

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3.2

AT

3.3

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4.1

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4.2

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4.3

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5.1

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5.2

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6.1

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6.2

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6.3

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6.4

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7.1

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7.2

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8.1

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8.2

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8.3

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9.1

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9.2

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10.1

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10.2

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10.3

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11.1

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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

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Tech

nolo

gy A

Tech

nolo

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Bui

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ervi

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Eng

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and

Tech

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Con

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Ref

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Adap

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Spe

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Pro

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Tech

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Mat

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, and

P

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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

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Des

ign

Pro

cedu

res

Bui

ldin

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Bui

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Con

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Con

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and

Adap

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Tech

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Des

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Tech

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Pro

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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

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Con

stru

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n Te

chno

logy

3: I

ndus

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Sup

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Sta

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Arc

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Bui

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Pra

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D fo

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K K.1

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F

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H

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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

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Con

stru

ctio

n Te

chno

logy

1: D

omes

tic C

onst

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/Com

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Sup

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Con

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ite S

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Arc

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and

Des

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Intro

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to th

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Indu

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Bui

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ater

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: Per

form

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Stu

dies

Info

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Tech

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ns 1

Arc

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Qua

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Bui

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tudi

es: I

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Sta

ndar

d Fo

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of C

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ion

Con

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Inte

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CA

D fo

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Bui

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: Sel

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Des

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Arc

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Qua

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Ass

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K K.1

Unit

A

B

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C

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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


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


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


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


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


IDENTIFY SURVEY REQUIREMENTS AND MEASURE AND PRESENT SURVEY DATA

22


Unit BPerformance


23

CKnowledge


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


MONITOR HEALTH AND SAFETY IN DESIGN


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


MONITOR HEALTH AND SAFETY IN DESIGN

26


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


Unit CPerformance


27

DKnowledge


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


CONFIRM REGULATORY CONSENT REQUIREMENTS AND PREPARE APPLICATIONS

28


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


CONFIRM REGULATORY CONSENT REQUIREMENTS AND PREPARE APPLICATIONS

30


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


Unit DPerformance


31

EKnowledge


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


PREPARE AND PRESENT DESIGN PROPOSALS

32


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


PREPARE AND PRESENT DESIGN PROPOSALS

34



Justifying by using: sketches, drawings and projections;physical models; computer generated data; diagrams; writtenreports; cost estimates; programming outline approvals fromregulatory authorities




Unit EPerformance


35

FKnowledge


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


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


IDENTIFY, ANALYSE AND PRESENT DETAILED DESIGN SOLUTIONS

36


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


IDENTIFY, ANALYSE AND PRESENT DETAILED DESIGN SOLUTIONS

38


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



Unit FPerformance


39

GKnowledge


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


CONTROL AND EVALUATE DESIGN DOCUMENTS AND INFORMATION

40


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


CONTROL AND EVALUATE DESIGN DOCUMENTS AND INFORMATION

42


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


Unit GPerformance


43

HKnowledge


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


OBTAIN AND CHECK ESTIMATE, BID AND TENDER ENQUIRIES

44


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


OBTAIN AND CHECK ESTIMATE, BID AND TENDER ENQUIRIES

46


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


Unit HPerformance


47

IKnowledge


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


MONITOR CONSTRUCTION WORKS COMPLIANCE

48


Unit IKnowledge

Knowledge evidence

49

IPerformance

Records of project site observations and qualitycontrol records

Records of project statutory compliancemonitoring


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


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


Unit IPerformance


51

JKnowledge


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*


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*


ENHANCE WORKING RELATIONSHIPS AND OPERATE IN A PROFESSIONAL MANNER


54


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


Unit JPerformance


55

KKnowledge


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*


UNDERTAKE STRUCTURED PERSONAL DEVELOPMENT


56

Detail of knowledge evidence

Unit KKnowledge

Knowledge evidence

57

KPerformance


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*


UNDERTAKE STRUCTURED PERSONAL DEVELOPMENT


58



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


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


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)


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


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


MANAGE AND CONTRIBUTE TO MEETINGS

Case study 1

64


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.


No exemption for underpinning knowledge

65

ExampleKnowledge


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


INTEGRATE, CONTROL AND EVALUATE DESIGN DOCUMENTATION AND DRAWINGAND SCHEDULE PRODUCTION

Case study 2

66


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/


Partial exemption for underpinning knowledge (eg: does not have all Higher National Units)

67

ExamplePerformance


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


INTEGRATE, CONTROL AND EVALUATE DESIGN DOCUMENTATION AND DRAWINGAND SCHEDULE PRODUCTION

Case study 2

68


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.


Partial exemption for underpinning knowledge (eg: does not have all Higher National Units)

69

ExampleKnowledge


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


SELECT AND AGREE PROCUREMENT PROCEDURES, FORMS OF CONTRACT ANDDESIGN TEAM

Case study 3

70


(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


SELECT AND AGREE PROCUREMENT PROCEDURES, FORMS OF CONTRACT ANDDESIGN TEAM

Case study 3

72


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)


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


Complete exemption for underpining knowledge from accredited degree course

73

ExampleKnowledge




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


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


JUSTIFY AND ADVISE ON THE SELECTION OF PROJECT DESIGNS

Case study 4

74


Exemption awarded with Higher National (with supplementary units) as outlined earlier.


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


JUSTIFY AND ADVISE ON THE SELECTION OF PROJECT DESIGNS

Case study 4

76




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



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.


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










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






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







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









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At Pop Record

Documents

Transcript of At Pop Record