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Board Notice XXXX 2015 of 36

BOARD NOTICE NOTICE XXX OF 2015

CALL FOR PUBLIC COMMENT

THE SOUTH AFRICAN COUNCIL for the

QUANTITY SURVEYING PROFESSION Established in terms of the Quantity Surveying Profession Act 2000 (Act 49 of 2000)

PROPOSED SUPPLIMENTORY SPECIFIED QUANTITY SURVEYING REGISTRATION

CATEGORIES

SACQSP is empowered in terms of section 36 (1) of the Quantity Surveying Profession Act, 2000 (Act No.49 of 2000) hereinafter referred to as "the Act" to make rules with regard to any matter that is required or permitted to be prescribed in terms of the Act and any other matter for the better execution of the Act. Council has in terms of Section 18 (1) (c) prescribed two (2) specified categories of registration for Construction Quantity Surveyor and Technician Quantity Surveyor. Notice is hereby given that the South African Council for the Quantity Surveying Profession ("SACQSP") is proposing to include Construction Quantity Surveyor and Technician Quantity Surveyor as specified categories of registration in the Quantity Surveying profession, together with the preparatory Candidacy tier for each proposed specified category. The Notice is hereby given in terms of Section 36 (2) (a) of the Act to allow interested and affected persons within 30 days from the date of the publication of this notice to make written representation on the proposed registration categories for Construction and Technician Quantity Surveyors. It must be noted that SACQSP must in terms of Section 26(2) of the Act must identify the type of work to be undertaken for the proposed specified category of registration to the CBE in terms of the Act and the CBE shall identify the scope of work for the proposed category and consult the Competition Commission as required by the CBE Act, 2000 (Act No.43 of 2000). The proposed draft of the identity of work of the current category of Professional and the proposed Construction and Technician categories of registration is listed below, together with their designated competency requirement enabling the person to undertake the scope of work. Closing date for the submission of comments is XXXXXX 2015. Submission details: The Registrar Email: [email protected] Tel: 011 312-2560


Postal address: South African Council for the Quantity Surveying Profession P.O Box 654, Halfway House 1685

Physical address: Suite C27 Lone Creek, Waterfall Park, Bekker Road, Vorna Valley – Midrand


Rule in terms of section 36 (1) The purpose of the rule is to provide two new specified categories of registration for persons suitably qualified in terms of the below specified Route to Registration for either Construction or Technician Quantity Surveyor. 1. Categories of registration In terms of Section 18(1), the current categories in which a person may register in the quantity Surveying profession are-

a) Professional Quantity Surveyor b) Candidate Quantity Surveyor;

2. Council Resolution South African Council for the Quantity Surveying Profession (SACQSP) resolved to prescribe two new categories of registration for Construction and Technician Quantity Surveyors. The SACQSP proposes that persons so qualified will be divided into the following categories-

a) Construction Quantity Surveyor b) Candidate Construction Quantity Surveyor c) Technician Quantity Surveyor d) Candidate Technician Quantity Surveyor;


PROPOSED NEW SPECIFIED TIER OF REGISTRATION

TO BE PERFORMED BY PERSONS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT 2000

(ACT NO. 49 OF 2000)

TABLE OF CONTENTS

PAGE

1 INTRODUCTION 4

2 DEFINITIONS 4 3 GOALS AND OBJECTIVES 6 4 GENERAL INFORMATION: WORK TO BE PERFORMED BY PERSONS

REGISTERED IN TERMS OF ACT 49/2000 7

4.1 Description of the Quantity Surveying Profession 4.2 Nature and Type of Projects 4.3 Application of the Provision of this Document 4.4 Project Work Stages 4.5 General Notes 5 QUANTITY SURVEYING WORK 9 6 PROVISIONS OF THE QUANTITY SURVEYING PROFESSION ACT 11 6.1 Compliance with the Quantity Surveying Profession Act, 2000 6.2 Improper Conduct

ANNEXURES ANNEXURE A SACQSP GUIDELINES: ASSESSMENT OF PROFESSIONAL 12 COMPETENCE ANNEXURE B LIMITING SCOPE OF SERVICES TO BE UNDERTAKEN BY EACH 22 CATEGORY OF REGISTERED QUANTITY SURVEYOR ANNEXURE C SACQSP REGISTRATION ROUTES FOR CANDIDATE QUANTITY 29 SURVEYORS OF EACH CATAGORY ANNEXURE D LIST OF ACCREDITED PROGRAMMES OFFERED BY TERTIARY

INSTITUTIONS IN SOUTH AFRICA 35


1.0 INTRODUCTION

The following are detailed descriptions of standard activities and functions inherent in delivering registered Quantity Surveying (QS) services. In essence, this document defines the work set aside for persons registered as Quantity Surveyors in the specified categories of registration

The contents of this document describe standard services which are generic to most Built Environment projects.

There is often a lack of comprehension of the work performed by Quantity Surveyors. This is to the general detriment of the construction industry macro economy and the micro-economy of the individual projects in terms of profitability / feasibility, cost management and value for money derived by clients of the industry.

Identification of work for persons registered in terms of Section 18 of Act 49/2000 - optimises the application of scarce, highly-skilled human resources, - minimises a client’s financial risk, - promotes best value for money spent, - protects the Public

Section 26 of the Act requires SACQSP to make recommendations to the Council for the Built Environment (CBE), regarding the work identified in terms of subsection (2) and prohibits a person not registered in terms of this Act to perform any kind of work identified for any category of professional registered in terms of this Act.

2.0 DEFINITIONS

“Built Environment” refers to the functional field in which registered persons practice. The Built Environment includes all structures that are planned and/or erected above or underground, as well as the land utilised for the defined purposes and the provision of supporting infrastructure. “Quantity Surveying” is the provision of expert, professional services and advice on construction procurement, contracting and costs. Quantity surveyors are trained, experienced specialists who have acquired comprehensive knowledge of construction procurement and contracting methods, finance and economics. They advise, collaborate and co-operate with members of other Built Environment Professions. To protect their clients’ interests, Quantity Surveyors, depending on their tier of registration:

advise on construction procurement methods and evaluation of tenders, contracting strategies and conditions of contract

advise on and provision of construction cost planning, cost analysis and cost control of projects

advise and undertake value engineering and life cycle costing exercises and estimation of replacement cost for insurance purposes

undertake financial feasibility ( viability / profitability) studies to predict possible rates of return on commercial investment projects

prepare and compile procurement documentation including tender, pricing and contract data, bills of quantities / activity schedules / schedules of rates and other tender documents including main-, sub- contract and specialist services agreements

evaluate tenders and make recommendations on suitability and pricing of tenders and report findings accordingly

manage all the financial aspects of construction projects including the preparation of valuations for payment certificates in order to ensure that projects are constructed within approved budgets

prepare valuation of variations to the scope of work including negotiation of rates and prices and the preparation and conclusion of financial final accounts with main- and subConstructions

advise on contractual matters including resolution of contractual claims and disputes

act as principal agents in terms of construction contracts


“Quantity Surveyor” is a person who is registered as such in terms of the Quantity Surveying Profession Act, 2000 (Act No. 49 of 2000) hereinafter referred to as “the Act”.

“Quantity Surveying Work” means the work identified under section 4 of this Identification of Work for Quantity Surveyors policy document

“Works” means all work executed or intended to be executed in accordance with a construction contract.

“Principal Agent” means a person or entity appointed by a client, and who has full authority and obligation to act on behalf of that client in terms of a construction contract.

“Principal Consultant” means a person or entity appointed by a client to manage and administer the services of all other consultants appointed to provide professional services on a specific project.

“Construction Contractor” means any person or legal entity entering into a contract with a client for the execution of the works or part thereof of a specific project.

“Construction Project” means a project where quantity surveying work of a construction nature, be it of architectural or engineering design, is undertaken by the quantity surveyor .

“Nominated Sub-Contractor” are specialists and other sub-contractors who are nominated by a Principal Consultant to execute work or supply and fix any goods in terms of a specific contract.

“Selected Sub-Contractors” are specialists and other sub-contractors who are selected by a Construction Contractor in consultation with a Principal Consultant to execute work or supply and fix any goods in terms of a specific contract.

“Domestic Sub-Contractors” are specialists and other sub-contractors who are selected and appointed by a Construction Contractor to execute work or supply and fix any goods in terms of a specific contract.

“Direct Contractors” are contractors appointed by a client to execute work other than the works related to a specific contract.

“Suppliers” are persons or entities appointed by a client or Construction Contractor to supply goods and products for incorporation into the works related to a specific contract.

“Construction Programme” is an appropriately detailed programme for the works related to a specific contract, which

is used for monitoring the progress of those works and

indicates the logical sequence and duration of all activities to be completed by the Construction Contractor, sub-contractors and suppliers.

“Contract programme” is a construction programme for the works related to a specific contract, agreed between the Construction Contractor and the Principal Agent.

“The South African Council for the Quantity Surveying Profession” means the South African Council for the Quantity Surveying Profession established as a juristic person by section 2 of the Quantity Surveying Profession Act, 2000 (Act No. 49 of 2000, as amended), and “SACQSP” has the same meaning.

“Quantity Surveying Profession Act” means the Quantity Surveying Profession Act, 2000 (Act No. 49 of 2000, as amended).


“Quantity Surveying Work” means the work identified under section 4 of this Identification of Work for Quantity Surveyors policy document.

“Improper Conduct” contemplated in section 27(3) of the Quantity Surveying Profession Act, 2000, as amended), means failure to comply with the code of conduct for registered quantity surveyors.

“Public” means any person or group of persons who is, or whose environment is either directly or indirectly affected by any quantity surveying activity, or by an outcome or influence of a quantity surveying activity, or by a service provided in terms of quantity surveying activity, which may impact on the health, safety and interest of such person or group of persons

“Substantially Practice” means

regularly and consistently executing or performing quantity surveying work identified in section 4 of this document,

charging fees for such work and

accruing professional responsibility to a client or an employer for the performance of such work and related functions.

“The Council for the Built Environment” means the juristic person established by section 2 of the Council for the Built Environment Act, 2000 (Act No 43 of 2000) ) and “CBE” has the same meaning

“South African Quality Authority” means the juristic person established by section 3 of the South African Quality Authority Act, 1995 (Act 58 of 1995) and “SAQA” has the same meaning

3.0 GOALS AND OBJECTIVES

The goal of this document is to make recommendations to the CBE regarding the work that is to be Identified for the quantity Surveying profession.

The objective of identifying this work is to verify the required competence of registered quantity surveyors to achieve the following requirements of the Quantity Surveying Professions Act to:

comply with legislative requirements,

protect the public by defining the work that each registration category of the quantity Surveying professionals can undertake,

protect the environment and promote effective environmental management,

promote the sustainability of the developments,

provide a framework for the identification of work and the demarcation of identified work between professionals,

provide an effective and efficient mechanism for addressing and recognising overlaps and duplication between work identified by different professions,

ensure that where work is to be carried out by different categories of professionals, there are clear and transparent ways of determining the category of professional to carry out the work, and

promote the transparency and accountability of the identification of work process


4.0 GENERAL INFORMATION: WORK TO BE PERFORMED BY PERSONS REGISTERED IN TERMS OF ACT 49/2000

4.1 Description of the Quantity Surveying Profession

Quantity Surveying comprises a variety of services performed by skilled technical persons with defined competencies depending on their tier of registration. Quantity Surveyors appointed or employed by clients who wish to invest in property developments or undertake as contactors built environment construction projects. Professional Quantity Surveyor (PrQS) work is undertaken by specialist, formally educated professionals with specific training and experience that provides a special range of skills that are applied to a wide range of problem-solving situations, predominantly related to project costs and construction contracts. Professional Quantity Surveyors offer consultative advice to clients, architects, engineers and other service providers on all financial and contractual matters arising from built environment construction projects from inception to close out. Professional Quantity Surveyors have a full understanding of various systems and methods of construction, specialised services and installations, construction materials, plant (machinery) and labour as well as the many forms of contract and sub-contract agreements available for use in the construction industry. Professional Quantity Surveyors are also competent to advise their clients and other consultants regarding alternative procurement and contracting strategies, methods of construction, material, life cycle costs, value engineering alternatives and valuations of structures for insurance or other purposes. Construction Quantity Surveyor (RCQS) work is undertaken by formally educated persons with specific training and experience that provides a special range of skills that are applied to a wide range of problem-solving situations, predominantly related to project costing, estimating, cost control and construction contracts. Construction Quantity Surveyors offer consultative advice to contractor clients or employers and other contractor service providers on all financial and contractual matters arising from built environment construction projects from tender to close out. Construction Quantity Surveyors have a full understanding of various systems and methods of construction, specialised services and installations, construction materials, plant (machinery) and labour as well as limited forms of contract and sub-contract agreements available for use in the construction industry. Construction Quantity Surveyors are also competent to advise their clients and employers regarding alternative procurement and contracting strategies, methods of construction, material handling, health and safety, procurement and cost control. Technician Quantity Surveyor (TechQS) work is undertaken by formally educated persons with generic training and experience that provides a limited range of skills that are applied as a supportive roll to Professional or Construction Quantity Surveyors, predominantly related to project costing, estimating, cost control and site measurement. Technician Quantity Surveyors may not offer advice to contractor clients or employers and other contractor service providers, except via their supervisory employer. Technician Quantity Surveyors have a limited understanding of various systems and methods of construction, specialised services and installations, construction materials, plant (machinery) and labour.

4.2 Nature and Types of Projects

The nature and types of projects to be implemented in terms of the Quantity Surveying Profession Act 2000 (Act No 49 of 2000) shall be all construction work within the Built Environment.

4.3 Application of the Provisions of this Document

The provisions of this document shall be applicable in respect of :-

1. Any quantity surveying work performed within the borders of the Republic of South Africa (RSA), whether or not the intended outcome of such work is to be executed outside the RSA

2. Any person who is not ordinarily resident in the Republic of South Africa, but who performs quantity surveying work within the RSA

4.4 Project Work Stages Typical construction projects comprise the following Project Work stages:


4.4.4. Documentation and Procurement Preparing the construction and procurement documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources for the execution of the project 4.4.5. Construction Preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works; managing, administering and monitoring the contracts and processes, including the preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works 4.4.6. Close Out Fulfilling and completing the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project

The generic scope of Work that a quantity surveyor may undertake in each of the above Stages is identified in Annexure B. and the competencies required to carry out such work is outlined in Annexure A and C.

4.5 General Notes

4.5.1 As these stages might overlap, the generic services stated in section 5 of this document, may be required to be undertaken during any one of the Project Work Stages

4.5.2 The order of the generic services does not necessarily reflect the actual sequence of

implementation.


5 QUANTITY SURVEYING WORK

IDENTIFICATION OF WORK TO BE PERFORMED BY QUANTITY SURVEYORS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT, 2000 (ACT NO 49 OF 2000)

The competency areas required of a person registered as one of the three categories of Quantity Surveyors to perform the work identified through delivering the generic services as set out in Annexure “B”, are encapsulated in the unit standards as registered under the Quantity Surveying Standard Generating Body (SGB) with the South African Qualifications Authority (SAQA). The required qualification for registration of each category is noted in the Route to Registration as specified in Annexure C.

COMPETENCY AREAS: Provision of advanced quantity Surveying expertise within the following competency areas and delivery of the full scope of professional services

ASSOCIATED COMPETENCIES: Associated competencies (Unit Standard Numbers registered with SAQA) Details of each Unit Standard can be found on the SAQA or SACQSP website; www.saqa.org.za See Registered Unit Standards www.sacqsp.org.za See Documents – Programme Accreditation

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1.0 CORE COMPETENCY AREAS

1.1 Interacting with relevant stakeholders in the construction industry

BC14415 (Describe and interpret the composition, role-players, processes and role of the construction industry)

Competence is demonstrated by being able to:

describe the role of the construction industry and its impact on the South African economy

identify role-players and describe their positions and duties

develop an understanding of the impact of legislation, regulations and codes of practice across construction practices

identify major construction activities

apply communication techniques

X X

1.2 Interpreting construction drawings and specifications

BC14426 (Read, interpret and use construction drawings and specifications)


identify drawings and symbols to be used for taking off quantities for construction projects

safeguard and store construction drawings

apply information from drawings in taking off activities

interpret specifications during the taking off process

demonstrate an understanding of the role of drawings and specifications in construction contracts

X X X

1.3 Basic setting-out of construction works, using appropriate

BC14428 (Set out construction work areas)


understand and apply Surveying techniques and principles

X X X

http://www.saqa.org.za/

http://www.sacqsp.org.za/


survey equipment understand setting out works by using only measuring tapes and a spirit level

understand setting out and be able to check levels and profiles

understand setting out work using a theodolite

1.4 Understand price determination documents and the utilisation of the information in project administration applications

QS27 (Understand the uses of price determination documentation)


understand the format of typical price determination documents

understand standard terminology used in price determination documentation

understand and describe uses of price determination documents

understand and describe the processes adopted in compiling price determination documents

understand and demonstrate formula usage for mensuration

X X X

1.5 Taking off quantities and preparing price determination documents for small/simple load bearing structures, framed structures and specialised elements of complex buildings

QS28 (Basic descriptive quantification), QS29 (Intermediate descriptive quantification) and QS30 (Advanced descriptive quantification) Competence is demonstrated by being able to:

critically appraise design plans of projects

develop a logical approach to the sequence of measurement

apply measuring principles described in industry measuring guides

utilise standard industry procedures in ‘booking’ of dimensions

communicate with industry participants in regard to ‘booked’ dimensions

convert measurements into fully descriptive unpriced price determination documents using appropriate specialist computer packages

X X X

1.6 Implementing appropriate budgetary processes related to built environment projects, cash flow forecasting and management, and preparing financial reports

QS2 (Undertake budgetary reporting on and monitoring of built environment projects)


develop strategies for gathering data and conducting research on current trends in construction prices and costs

establish budgets for built environment projects

analyse and interpret data relating to contract performance and cashflows

design and implement appropriate project cost reporting systems

provide cost reports to relevant stakeholders

combine facts, ideas and proposals into a complex whole

understand and apply basic computer skills

demonstrate problem-solving ability

demonstrate communication and presentation skills

X X

1.7 Preparing cost estimates for built environment projects, including advising on design-cost alternatives,

QS3 (Prepare cost estimates for built environment projects):


assemble, analyse and utilise cost-related data for cost estimating purposes

X X


undertaking project cost norm analyses, and preparing replacement cost valuations

develop cost estimates for built environment projects

provide design-to-cost advice for design alternatives

demonstrate the ability to compile unit rates for a variety of cost estimating methods

provide advice on cost norms relating to built environment projects



demonstrate problem-solving ability


1.8 Undertaking the cost planning and cost control of built environment projects

QS4 (Prepare for and implement cost planning processes related to built environment projects):


establish cost objectives and parameters e.g. cost limits for Built environment projects

develop cost planning and cost control systems for built environment projects

prepare cost plans for built environment projects and undertake cost control

evaluate Built environment projects in terms of key performance indicators



demonstrate problem-solving skills


X X

1.9 Providing procurement advice for built environment projects, including matching clients’ strategic objectives with procurement system characteristics

QS6 (Provide procurement advice for built environment projects)


establish clients’ strategic objectives

demonstrate a clear understanding on the characteristics, advantages and disadvantages associated with different procurement systems

evaluate alternative procurement (project delivery) systems

demonstrate the ability to match procurement system characteristics with clients’ strategic objectives

analyse methods of construction-related buildability

demonstrate an understanding of the constructability implications for procurement system choice



X

1.10 Managing payment processes during built environment project construction

QS10 (Managing payment processes during built environment project construction)


prepare priced cost management documentation

design and implement an appropriate interim payment process

value the work done for certification purposes

evaluate and process fluctuations in built environment project costs

recommend the amounts to be certified for progress payment purposes

develop strategies for gathering data and conducting research on current trends in contract administration



X X X




1.11 Identifying and managing the effects of scope-change on built environment projects

QS11 (Manage the effect of change in the nature and scope of built environment projects)


evaluate the nature and extent of project scope change

establish the cost and delivery consequences of project scope change

manage cost claims during the construction phase of projects

communicate the cost and delivery consequences of project scope change to relevant stakeholders



X X X

1.12 Determining the resources required by built environment project production processes

QS14 (Determine resource requirements for built environment projects)


determine resource requirements

understand construction programmes

interpret resource and productivity usage reports

prepare material order lists

develop and implement appropriate procedures for resource-based data gathering

X X X

1.13 Undertaking the contractual management of built environment projects

QS20 (Apply legal principles to the contractual management of built environment projects)


acquire knowledge of the development of construction contracts in historical and comparative perspective

demonstrate knowledge of building contracts for targeted procurement and community involvement

demonstrate knowledge of standard construction contract forms in common usage

ensure project compliance with legislative and planning requirements, including environmental and occupational health and safety issues

understand alternative dispute resolution procedures and evidentiary norms applied in legal proceedings within the built environment

X X

1.14 Undertaking the strategic planning of built environment projects, including contributing to brief development, cost / benefit analyses and economic and financial analyses

QS1 (Strategic planning of built environment projects)


establish project objectives and parameters and the format of the report

provide strategic planning advice on the costs and benefits of various courses of action which could be taken on built environment projects

conduct economic and financial analyses related to built environment projects

provide input into the development of a built environment project brief

demonstrate awareness and understanding of regulatory compliance

X


1.15 Providing advice on appropriate types of contract documents and price determination methods

QS8 (Providing advice on contract documents and price determination methods for built environment projects)


advise clients on alternative types of contract documents appropriate to the built environment project under consideration

recommend and agree with client and consultant team the choice of price determination method, associated method of measurement, and input document requirements

access and distribute input documents

X

1.16 Managing the production / preparation of price determination and cost management documents for built environment projects

QS9 (Manage price determination production processes for built environment projects)


develop strategies for gathering data and conducting research on project delivery systems, Construction selection and forms of contract

demonstrate an understanding of price determination enquiry documents

understand built environments project award processes

apply evaluation processes to built environment project bids

demonstrate an understanding of bid negotiation for built environment projects





X X

1.17 Resolving claims, preparing the final account and applying close-out procedures

QS12 (Resolve claims, settle disputes and apply close-out procedures on built environment projects)


collect data relevant to construction claims

evaluate construction claims

communicate the financial consequences of construction claims to relevant stakeholders

incorporate the financial consequences of construction claims into the final account

prepare and settle the final account

implement all project close-out procedures





X X

1.18 Developing and implementing project service quality assurance procedures

QS13 (Implement project service quality assurance on built environment projects)


establish roles and responsibilities, organisational structures and communication channels

evaluate the quality of project documentation

develop project information management systems

prepare project close-out system

X

1.19 Undertaking financial feasibility

QS16 (Undertake financial feasibility studies for built environment projects):

X


studies for Built environment projects, including market need, risk and return analyses


gather data related to the collection of predictive information

analyse data related to property cycles

implement appropriate methodologies to analyse supply and demand statistics

interpret market need surveys related to the proposed projects

apply appropriate analysis and evaluation techniques, including discounted cash flows and sensitivity analyses

demonstrate knowledge of the construction and financial practices of the industry, including relevant tax-related issues

appropriately record and document information, particularly the compilation of data on completed projects

understand and apply appropriate computer skills


1.20 Planning and managing environmental initiatives for construction projects

BC114656 (Manage environment initiatives on a construction project)


understanding environmental management practices

consider environmental management initiatives during pre-construction planning and decision making

understanding the management of environmental initiatives during construction activities

understanding the management of environmental initiatives during post- construction activities

X X

1.21 Understand the management and administration construction projects on site

AC&D115119 (Monitor and evaluate design projects) and BC115449 (Manage construction projects)


accurately identify problems within construction design projects

analyse the implementation of construction design projects

assess and evaluate construction design projects

monitor the construction design process

understand the management of resources on construction projects

understand the management of occupational health and safety on construction projects

understand quality management on construction projects

understand risk management of construction project

X X

1.22 Understand the management of construction organisational assets

BC115444 (Manage construction organizational assets)


identify and maintain an asset database

identify and implement maintenance requirements

review alternative asset and technology availability

control assets

monitor and evaluate asset usage

evaluate asset management in terms of organizational strategy

X X

1.23 Designing, compiling and utilising project cost information

QS5 (Compile a project cost information database for built environment projects)


X X X


databases for the financial management of built environment projects e.g. elemental cost analyses

define the requirements of a built environment project cost information database

access relevant information

set up and maintain database

apply project cost information databases to the financial management of built environment projects

1.24 Managing the price determination, awarding and evaluation processes associated with built environment projects e.g. tender process management

QS7 (Manage price determination processes for built environment projects)


prepare price determination enquiry documentation for built environment projects

initiate built environment project award process

advise on the selection of bidders for built environment projects

Negotiate bids for built environment projects

X X

1.25 Managing cost-related risk on built environment projects by identifying, analysing and responding to risk events

QS15 (Manage cost-related risk on built environment projects)


engage in the identification of risk events

analyse risk events with regard to the risk exposure of clients and other relevant stakeholders

respond to risk events to minimise the impact on clients and stakeholders

capture risk knowledge for use on future projects





X

1.26 Undertaking whole life appraisal of built environment projects

QS17 (Undertake whole life appraisal of built environment projects)


implement strategies for accessing data related to life cycle and costs-in-use information and conducting research

analyse data for the preparation of whole life appraisal

apply appropriate analysis and evaluation techniques

demonstrate a clear understanding of the whole life appraisal practices of the construction industry

appropriately record and document information, particularly as applied to whole life appraisal

understand and apply appropriate computer skills


X

1.27 Contributing to the sustainability assessment of built environment projects

QS18 (Understand the principles of sustainability assessment for built environment projects)


describe the scoping study to establish the nature and extent of sustainability assessment exercise

understand the environmental sustainability assessment of projects

understand the economic sustainability assessment of projects

understand the social sustainability assessment of projects

understand the technological sustainability assessment of

X


projects

communicate outcomes of sustainability assessment to the client, other role players and stakeholders

1.28 Undertaking value management exercises for built environment projects

QS21 (Understand value management processes on built environment projects)


identify project objectives

undertake value management assessment exercise

record and distribute the results of the value management exercise

recommend to client how outcomes of the value management assessment can be adopted

X

1.29 Undertaking professional practice management in a quantity Surveying enterprise, including structuring the enterprise, negotiating quantity surveyor-client agreements, and applying relevant fee scales

QS (Understand professional practice management procedures in a quantity Surveying enterprise)


understand the content and objectives of professional legislation for the built environment

understand principles of practice structuring

prepare contractual and fee reimbursement schedules for professional services

apply principles of developing a competitive business strategy

X

2. SPECIALISED SERVICES COMPETENCY AREAS

2.1 Designing and implementing specialised service quality assurance procedures

QS22 (Design and implement specialised quality assurance procedures)


develop corporate quality policies

develop service provision quality procedures

undertake internal audits of service quality

undertake service provision quality debriefing (feedback) with clients and other relevant stakeholders

X

2.2 Conducting tax assessments on built environment projects, including tax depreciation, and Value Added Tax (VAT) and Capital Gains Tax (CGT) assessments

QS23 (Conduct tax assessments on built environment projects)


confirm the specialized tax assessment service objectives and strategy

conduct tax depreciation assessments

conduct value added tax assessment

conduct capital gains tax assessment

develop schedule and prepare report

X

2.3 Conducting land and related tax assessments of built environment projects

QS24 (Conduct land and related tax assessments of built environment projects)


confirm the specialised tax service objectives and strategy

confirm interface with other professional consultants

X


assessment of land tax

stamp duty assessment

local authority rates assessment

establish reporting detail

2.4 Conducting premises-, energy-, maintenance- and asset register audits

QS25 (Conduct specialised audits of built environment projects)


establish project objectives and parameters

conduct premises audit

complete energy and maintenance audit

complete asset registers audit

develop audit schedules and prepare report

X

6 PROVISIONS FOR REGISTRATION CATEGORIES IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT NO 49 OF 2000

6.1 Compliance with the Quantity Surveying Profession Act, 2000

6.1.1. Section 18(2) states that a person may not practice in any of the registration categories unless he or she is registered in that category. Two categories are currently recognised viz. Professional Quantity Surveyor (PrQS) and Candidate Quantity Surveyor (CanQS). In addition, the Act allows for any other Specified Category, which includes Candidate Construction Quantity Surveyor (CanCQS), Registered Construction Quantity Surveyor (RCQS), Candidate Technician Quantity Surveyor (CanTechQS) and Registered Technician Quantity Surveyor (TechQS). See Annexures A and C.

6.1.2. Section 18(3) states that a person who is registered in the category of candidate must perform quantity surveying work only under the supervision and control of a fully registered person within the category of registration as prescribed. Refer ‘Annexure A’ for Assessment of Professional Competence which clearly illustrates the aspects that differentiates the competencies between a registered Quantity Surveyor (PrQS/RCQS/TechQS) and Candidate Quantity Surveyor (CanQS/CCQS/CTQS).

6.1.3. Section 26(3)(a) states that a person who is not registered in terms of this Act, may not perform any kind of work identified for any category of registered persons. However section 26(4) states clearly that this may not be construed as prohibiting any person form performing work identified in terms of section 26, if such work is performed in the service of or by order of and under the direction, control, supervision of or in association with a registered person entitled to perform the work identified and who must assume responsibility for any work so performed.

6.1.4. Clients/consumers/contractors are under no obligation to appoint a quantity surveyor on a built environment project, but should a person represent him/herself as a quantity surveyor, then that person requires to be assessed competent and registered with the SACQSP, and should conduct his/her work within the parameters set out in this policy document, adhering to the Act. Other titles or descriptions that infer or are calculated to lead a person to infer, that a person is a quantity surveyor, or that a person or firm provides ‘quantity Surveying services’ would also require assessment and registration with SACQSP, in terms of the Act 49

6.2 Improper Conduct

Section 27(3) states that all registered persons must comply with the prescribed code of conduct of quantity surveyors and failure to do so constitutes improper conduct.


ANNEXURE A

SACQSP GUIDELINES: ASSESSMENT OF QUANTITY SURVEYING COMPETENCE This is an overview of the Registration Policy as published as a Rule in terms of the Act 1. STRUCTURED EXPERIENCE TO BE GAINED BY THE CANDIDATE QUANTITY SURVEYORS

Candidates must demonstrate that they have gained appropriate, supervised, mentored experience in either the building or the engineering construction industry. Experience in the building industry includes building-related engineering services. For the purpose of assessment, engineering construction incorporates both civil engineering and mechanical/electrical engineering associated with engineering construction Section 2 (i) to (iv) herein presents activities which are fundamental to quantity surveying, in which candidates are required to demonstrate their competence Section 2 (v) herein covers specialised activities, some of which may not be undertaken by all firms or employer organisations, and while candidates may be exposed to certain aspects of specialised services, they will not be expected to have achieved competence in all the listed activities Experience recorded must be referenced in terms of the SACQSP schedule of activities listed in the on-line QS Diary application. Some activities may be recorded under more than one heading and should reflect a balanced distribution of practical experience If candidates are unable to obtain sufficient experience in a particular skills category, simulation offers an acceptable alternative. They should undertake assignments based on previously-completed tasks performed within their offices and submit their completed assignments for evaluation by their supervisors / mentors. Alternatively, they should be permitted to observe / assist their supervisors / mentors in the latter’s’ performance of such tasks Candidates must obtain the council’s approval of any quantity surveying experience which does not fall within the areas specified in section 2 herein Candidates who change their

place of employment or

the type of industry in which they are employed (building to engineering or vice versa)

supervisor / mentor must submit full details of such changes to the council for approval

2. SUPERVISED / MENTORED QUANTITY SURVEYING EXPERIENCE TO BE GAINED BY A CANDIDATE UNDER THE GUIDANCE OF A REGISTERED MENTOR, APPOINTED IN TERMS OF THE DECLARATION OF THE CANDIDATE’S EMPLOYER

(i) Cost advice and cost planning (PrQS only) o Preparing and using cost data o Preparing estimates o Undertaking financial feasibility and comparative studies o Preparing and using detailed budgets and cost plans, cost checking during design development;

compiling and using cost limits o Preparing and applying cost-in-use studies; life cycle costing o Preparing and interpreting turnover/cash flow projections and profit/loss forecasts o Cost control and reporting during pre-contract period

(ii) Contract documentation (PrQS and RCQS – TechQS where indicted) o Preparing bills of quantities for principal or sub-contracts of supply including the measurement and

description of work, drafting of preliminaries, preambles and contract conditions (TechQS) o Preparing bills of measurement for final accounts if measured from drawings (TechQS) o Preparing specifications and/or schedules of rates (TechQS) o Contractual correspondence


(iii) Tendering and contractual arrangements (PrQS and RCQS only) o Formulating or implementing procedures on tendering and contractual arrangements for principal or sub-contracts or contracts of supply o Advising on selection of tenders; evaluation of and reporting on tenders o Preparing tenders including compilation of rates for work and preliminaries (iv) Contract services (PrQS and RCQS – TechQS as indicated) The following are applicable to principal contracts or sub-contracts: o Advising on cost during progress of the works, estimating final costs and reporting on the financial aspects o Monitoring of proposed construction methods or sequences and reporting on actual requirements; preparing cost benefit reports on alternative construction methods o Cost control during progress of the works (TechQS) o Preparing valuations for interim certificates (TechQS) o Analysing contract price relative to cost recording methods (TechQS) o Preparing and agreeing final accounts and contra charges o Reporting on, evaluating and negotiating contractual and extra-contractual issues; contract correspondence; attending site meetings (TechQS) o Preparing or interpreting cost/value and other reconciliation statements for management purposes o Surveying, measuring and recording site information (TechQS only) (v) Specialisations (PrQS only) o Taxation allowances and grants o Planning or programming of contract works o Resource determination, scheduling and purchasing o Procurement of plant and materials o Production cost/quality control, time standards and operational methods o Productivity methods and evaluation o Project planning and project management o Insurance o Litigation and arbitration o Insolvency and liquidation o Planned preventative maintenance o Schedules of dilapidation o Technical audits o Office management including resource allocation, fees and budgets o Maintenance of buildings o Research and development

Details of any other specialisations that Candidates may wish to include must be submitted to the Council for prior approval

3. SUBMISSION OF INTERIM (PrQS only) OR FINAL REPORTS (RCQS and PrQS only):

Candidates and their Employers / Supervisors must complete the application form for Inspection of Reports (Interim / Final), and enclose the following documents for submission to the Registrar’s office

(a) General Report (b) Project Specific Report (PrQS only) (c) Structured Workplace Experience - Activity Schedule

(i) Submissions are submitted electronically for ease of distribution to assessors, sponsors and quality assurance regulators

(ii) Assessors appointed by the Council, evaluate the content, scope and quality of the supervised / mentored experience gained by a Candidate based on these submissions.

(iii) Assessors’ reports on INTERIM submissions are advisory and intended to advise if the;

scope and standard of the supervised / mentored technical or professional experience gained during the first phase of the in-training period is satisfactory,


the content, format and standard of presentation of the formal project specific report (PrQS Only) is acceptable for FINAL submissions or should be enhanced / improved in respect to content / format / standard of presentation

(iv) An Assessor’s recommendation to the Registration Committee, based on evaluation of a FINAL submission, is the determining factor on which the Committee will approve a Candidate’s

admission to Assessment of Professional Competence (APC) interview (PrQS only)

registration as a RCQS

registration as a TechQS

(v) If an Assessor recommends that a PrQS Candidate’s admission to an APC interview is to be deferred, a detailed, written motivation is to be provided for approval by the Registration Committee. The Candidate will be advised of the deferral and is to resubmit their FINAL report based the assessors recommendations for re-evaluation.

(viii) If an Assessor recommends that a RCQS Candidate’s submission is unacceptable, a detailed,

written motivation is to be provided for approval by the Registration Committee. The Candidate will be advised of the deferral and to resubmit their FINAL report resubmit based the assessors recommendations for re-evaluation.

4. APPLICATION BY A REGISTERED CANDIDATE QUANTITY SURVEYOR FOR

BACKDATING OF EXPERIENCE (RECOGNITION OF PRIOR LEARNING)

The following information should be submitted for consideration by the Registration Committee: (i) a comprehensive business / project CV which lists all the projects on which the Candidate has

worked during the previous years as stipulated in the Route to Registration. The CV is to provide explicit details of the Candidate’s personal quantity surveying roles and responsibilities on each of those projects, with a. each role / function, on each project referenced to the SACQSP skills competencies b. the contents of the business / project CV / personal QS roles and functions verified by the

Candidate’s previous and current Employers / Supervisors if any changes in employment have occurred during the previous 3 years

(ii) signed letters of commendation, presented on their original letterheads, from clients and registered consultants with whom the Candidate has worked on the projects listed in the business / project CV. Commendation must be referenced to specific SACQSP skills competencies. Each client and registered professional consultant should be given a copy of the SACQSP Skills Competencies to be used for defining references in attesting to the Candidate’s quantity surveying competence

(iii) When received by the Registrar's office, the foregoing information will be submitted to the Registration Committee for adjudication and a recommendation that the Candidate (a) acquires additional experience in certain areas of quantity surveying skills to be recorded

electronically in the QS Diary application; or (b) is permitted a shortened supervised / mentored in-training period, but that all other conditions

stated in the Route to Registration are to be met; or (c) is to be admitted to an APC interview without further practical in-training requirements; or (d) is to be registered in the specified tier of registration befitting their experience without further

intervention.

5. MEMBER OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS

In terms of the Mutual Recognition of Professional Competence agreement between the SACQSP and the RICS; Professional Quantity Surveyor registration will be automatically be granted to a MRICS QS in good standing who meet the minimum prescribed quantity surveying educational level, subject to a professional peer interview of competency on South African built environment circumstances.

6. EMPLOYER’S RESPONSIBILITY

It is the Employer’s responsibility to ensure that the Candidate acquires the necessary technical / professional experience. The Candidate must be given guidance, advice and encouragement to fulfil the requirements of the QS Registration process.

When a Candidate applies to register, the Employer (usually a principal, partner or person responsible for training) must prepare a programme and sign a declaration that the appropriate experience and supervision will be provided.


Candidates are required to obtain the specified hours of workplace skills within the specified period allowed as a candidate for each specified category of registration as detailed in the Registration Policy.

The Candidate and the Employer must satisfy the Council that the Candidate has received reasonably balanced technical / professional training and experience. Some Employers’ will not be able to provide the full breadth of experience required in the registration process, and Candidates must be warned if this is the case, Employers could temporarily second their Candidates (for an agreed period) to another office or contractor where the prerequisite technical or professional experience will be gained, and the Employer may consider taking a substitute Candidate from the secondment office or contractor in exchange.

Work in certain specialised areas may not normally be carried out (unaided) by Candidates

The Candidate’s on-line record of workplace experience is to be checked and electronically signed-off by the designated mentor/supervisor on a periodic basis.

The workplace experience captured electronically is benchmarked against industry expectation, indicating any areas of potential deficiencies.

Reports required of a PrQS Candidate are designed to demonstrate not only Candidates’ experience, but also their ability to express themselves formally. Interim submissions will be evaluated by SACQSP-appointed assessors and Candidates will be informed of any shortcomings in experience or in report-writing skills.

Employers and Candidates must ensure compliance with the Registration Rules and that the purpose of the process is not undermined.

7. SUPERVISORS

The Employer must appoint a supervisor for every Candidate. A supervisor can mentor more than one Candidate simultaneously.

The supervisor is responsible to the Employer and to the Candidate for ensuring that the Candidate receives appropriate training and the promised experience (or a suitable alternative) and that the Candidate develops the confidence to perform the required QS tasks independently. The supervisor must electronically countersign the Candidate’s Diary submissions and certify the interim and final reports (if required), which must be submitted to the Council. The Candidate should discuss any problems with the supervisor.

The supervisor must certify that the Candidate has achieved the required period of training together with the necessary breadth and quality of experience in all areas.

Supervisors must be a fully Registered person in good-standing in the same category of registration that the Candidate is striving to achieve (but not necessarily the Employer) or a senior person within the Employer’s own organisation

The supervisor is also responsible for overseeing the Candidate’s day-to-day work. The supervisor must electronically countersign the Candidate’s Diary each week, and certify the interim and final reports as applicable.

If the Candidate changes employment or if the supervisor is changed, the Council must be notified immediately.


ANNEXURE B - 1 GENERIC SCOPE OF SERVICES TO BE PROVIDED BY A REGISTERED QUANTITY SURVEYOR

PROFESSIONAL QUANTITY SURVEYOR:

B1 Stage 1: Inception

This stage is in broad terms defined as follows: Establish the client requirements and preferences, assess user needs and options, appointment of necessary consultants, establish the project brief including project objectives, priorities, constraints, assumptions, aspirations and strategies B1.1 Stage 1 services

Assist in developing a clear project brief

Attend project initiation meetings

Advise on procurement policy for the project

Advise on other consultants and services required

Define the consultant’s scope of work and services

Conclude the terms of the agreement with the client

Advise on economic factors affecting the project

Advise on appropriate financial design criteria

Provide necessary information within the agreed scope of the project to the other consultants

Agreed scope of work, agreed services, signed client/quantity surveyor professional services agreement are deliverables applicable to the above

B2 Stage 2: Concept and Viability

This stage is in broad terms defined as follows: Prepare and finalize the project concept in accordance with the brief including the scope, scale, character, form, function and preliminary programme and viability of the project B2.1 Stage 2 services

Agree the documentation programme with the principal consultant and other consultants

Attend the design and consultants’ meetings

Review and evaluate design concepts and advise on viability in conjunction with the other consultants

Receive relevant data and cost estimates from other consultants

Prepare preliminary and elemental or equivalent estimates of construction cost

Assist the client in preparing a financial viability report

Audit space allocation against the initial brief

Liaise, co-operating and providing necessary information to the client, principal consultant and other consultants

Preliminary estimate(s) of construction costs

Elemental or equivalent estimate(s) of construction costs

Space allocation audit for the project

B3 Stage 3: Design Development This stage is in broad terms defined as follows: Develop the approved concept to finalise the design, outline specifications, cost plan, financial viability and programme for the project


B3.1 Stage 3 services

Review the documentation programme with the principal contractor and other consultants

Attend design and consultants’ meetings

Review and evaluate design and outline specifications and exercise cost control in conjunction with the other consultants

Receive relevant data and cost estimates from the other consultants

Prepare detailed estimates of construction cost

Assist the client in reviewing the financial viability report

Comment on space and accommodation allowances and prepare an area schedule

Liaise, co-operate and provide necessary information to the client, principal contractor and other consultants

Detailed estimate(s) of construction cost

Area schedule

B4 Stage 4: Documentation and Procurement This stage is in broad terms defined as follows: Prepare the construction and procurement documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources for the execution of the project B4.1 Stage 4 services

Attend design and consultants’ meetings

Assist the principal consultant in the formulation of the procurement strategy for Contractor, sub-contractors and suppliers

Review working drawings for compliance with the approved budget of construction cost and/or financial viability

Prepare documentation for both principal and subcontract procurement

Assist the principal consultant with calling of tenders and/or negotiation of prices

Assist with financial evaluation of tenders

Assist with preparation of contract documentation for signature

B5 Stage 5: Construction

This stage is in broad terms defined as follows: Manage, administer and monitor the contracts and processes, including the preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works B5.1 Stage 5 services

Attend the site handover

Prepare schedules of predicted cash flow

Prepare pro-active estimates for proposed variations for client decision-making

Attend regular site, technical and progress meetings

Adjudicate and resolve financial claims by the Contractor(s)

Assist in the resolution of contractual claims by the Contractor(s)

Establish and maintain a financial control system

Prepare valuations for payment certificates to be issued by the principal agent

Prepare final account(s) for the works on a progressive basis

Schedule(s) of predicted cash flow

Estimates for proposed variations

Financial control reports


B6 Stage 6: Close-Out This stage is in broad terms defined as follows: Fulfil and complete the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project B6.1 Stage 6 services

Valuations for payment certificates to be issued by the principal agent

Conclude final account(s)

Close-out procedures Further deliverables:

ADDITIONAL REQUIREMENTS The services to be provided by the Professional Quantity Surveyor in the event that they are required to provide services as the Principal Consultant and/or Principal Agent are as follows: Stage 1 services

Facilitate the development of a clear project brief

Establish the procurement policy for the project

Assist the client in the procurement of necessary and appropriate other consultants including the clear definition of their roles and responsibilities

Establish in conjunction with the client, other consultants and all relevant authorities, the site characteristics, rights and constraints for the proper design of the intended project

Define the consultant’s scope of work and services

Conclude the terms of the agreement with the client

Facilitate a schedule of the required consents and approvals

Prepare, co-ordinate and monitor a project initiation programme

Facilitate client approval of all Stage 1 documentation Stage 2 services

Assist the client in procurement of other consultants

Advise the client on the requirement to appoint a health and safety consultant

Communicate the project brief to other consultants and monitor the development of the concept and viability

Agree format and procedure for cost control and reporting by other consultants

Prepare a documentation programme and indicative construction programme

Co-ordinate concept and viability documentation for presentation to the client for approval

Facilitate approval of the concept and viability by the client

Facilitate approval of the concept and viability by statutory authorities Stage 3 services

Agree and implement communication processes and procedures for the design development of the project

Assist the client in the procurement of the necessary other consultants including the clear definition of their roles and responsibilities

Prepare, co-ordinate, agree and monitor a detailed design and documentation program

Conduct and record consultants’ and management meetings

Facilitate input required by health and safety consultant

Facilitate design reviews for compliance and cost control

Facilitate timeous technical co-ordination

Facilitate client approval of all Stage 3 documentation Stage 4 services


Recommend and agree procurement strategy for Contractors, sub-contractors and suppliers with the client and other consultants

Prepare and agree the procurement programme

Advise the client, in conjunction with the other consultants on the appropriate insurances

Co-ordinate and monitor preparation of procurement documentation by consultants in accordance with the project procurement programme

Manage procurement process and recommend Contractors for approval by the client

Co-ordinate the assembly of the contract documentation for signature Stage 5 services

Arrange site handover to the Contractors

Establish the construction documentation issue process

Agree and monitor issue and distribution of construction documentation

Instruct the Contractor on behalf of the client to appoint sub-contractors

Conduct and record regular site meetings

Monitor, review and approve the preparation of the construction programme by the Contractor

Regularly monitor performance of the Contractor against construction programme

Adjudicate entitlements that arise from changes required to the construction programme

Receive, co-ordinate and monitor approval of all contract documentation provided by the Contractor(s)

Agree quality assurance procedures and monitor implementation thereof by the other consultants and the Contractor

Monitor preparation and auditing of the Contractor’s health and safety plan and approval thereof by the health and safety consultant

Monitor preparation of the environmental management plan by the environmental consultant

Establish procedures for monitoring scope and cost variations

Monitor, review, approve and issue certificates

Receive, review and adjudicate any contractual claims

Monitor preparation of financial control reports by the other consultants

Prepare and submit progress reports

Co-ordinate, monitor and issue practical completion lists and the certificate of practical completion

Facilitate and expedite receipt of occupation certificates Stage 6 services

Co-ordinate and monitor rectification of defects

Manage procurement of operations and maintenance manuals, guarantees and warrantees

Manage preparation of as-built drawings and documentation

Manage procurement of outstanding statutory certificates

Monitor, review and issue payment certificates

Issue completion certificates

Manage agreement of final account(s)

Prepare and present a project close-out report



CONSTRUCTION QUANTITY SURVEYOR The generic services offered by the CONSTRUCTION QUANTITY SURVEYOR to the Contractor environment and Contractor clients. These services exclude services related to project initiation, in-depth feasibility and viability studies, mediation, arbitration and/or litigation. Clients are restricted to persons or employers who are directly involved in the construction of projects. The following items are extracted from the PROCSA agreement as described as the scope of work of a Quantity Surveyor; B.3 STAGE 3: DESIGN DEVELOPMENT This stage is in broad terms defined as follows: Develop the approved concept to finalise the design, outline specifications, cost plan, financial viability and programme for the project B.3.1 Stage 3 services B.3.1.1 Review the documentation programme with the principal consultant and other consultants B.3.1.5 Prepare detailed estimates of construction cost B.3.1.6 Assist the client in reviewing the financial viability report B.3.1.7 Comment on space and accommodation allowances and prepare an area schedule B.4 STAGE 4: TENDER DOCUMENTATION AND PROCUREMENT This stage is in broad terms defined as follows: Prepare the construction and procurement documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources for the execution of the project B.4.1 Stage 4 services B.4.1.1 Attend design and consultants’ meetings B.4.1.2 Assist the Contractor in the formulation of the procurement strategy for the Contractor, their sub-

contractors and suppliers B.4.1.3 Review working drawings for compliance with the approved budget of construction cost and/or

financial viability B.4.1.4 Prepare documentation for sub-contract procurement for contactors B.4.1.5 Assist the contactor with calling of tenders and / or negotiation of prices B.4.1.6 Assist with financial evaluation of tenders B.4.1.7 Assist with preparation of contract documentation for signature B.5 STAGE 5: CONSTRUCTION This stage is in broad terms defined as follows: Manage, administer and monitor the Construction and processes, including the preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works B.5.1 Stage 5 services B.5.1.1 Attend the site handover B.5.1.2 Prepare schedules of predicted cash flow B.5.1.3 Prepare pro-active estimates for proposed variations for the client’s project team decision-making B.5.1.4 Attend regular site, technical and progress meetings B.5.1.5 Submit and resolve financial claims for and on behalf of the Contractor(s) B.5.1.6 Assist in the resolution of contractual claims by the Contractor(s) and sub-contractor B.5.1.7 Establish and maintain a financial control system


B.5.1.8 Prepare valuations for payment certificates to be submitted on behalf of the Contractor to the principal agent

B.5.1.9 Prepare final account(s) for the works on a progressive basis B.6 STAGE 6: CLOSE-OUT This stage is in broad terms defined as follows: Fulfil and complete the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project B.6.1 Stage 6 services B.6.1.1 Prepare valuations for payment certificates to be submitted on behalf of the Contractor(s) B.6.1.2 Conclude final account(s)



TECHNICIAN QUANTITY SURVEYOR The generic services offered by the TECHNICIAN QUANTITY SURVEYOR to the Contractor or Professional QS employer. These services exclude services related to project initiation, in-depth feasibility and viability studies, mediation, arbitration and/or litigation. Technician Quantity Surveyors may not work for their own account and are required to work under the full-time supervision of a RCQS or PrQS. The following items are extracted from the PROCSA agreement as described as the scope of work of a Quantity Surveyor; B.3 STAGE 3: DESIGN DEVELOPMENT This stage is in broad terms defined as follows: Develop the approved concept to finalise the design, outline specifications, cost plan, financial viability and programme for the project B.3.1 Stage 3 services B.3.1.5 Assist the RCQS or PrQS to prepare detailed estimates of construction cost B.4 STAGE 4: TENDER DOCUMENTATION AND PROCUREMENT This stage is in broad terms defined as follows: Prepare the construction and procurement documentation, confirm and implement the procurement strategies and procedures for effective and timeous procurement of necessary resources for the execution of the project B.4.1 Stage 4 services B.4.1.5 Assist the RCQS or PrQS with calling of tenders and / or negotiation of prices B.4.1.6 Assist the RCQS or PrQS with financial evaluation of tenders B.4.1.7 Assist the RCQS or PrQS with preparation of contract documentation for signature B.5 STAGE 5: CONSTRUCTION This stage is in broad terms defined as follows: Manage, administer and monitor the Construction and processes, including the preparation and co-ordination of the procedures and documentation to facilitate practical completion of the works B.5.1 Stage 5 services B.5.1.1 Attend the site handover B.5.1.2 Assist with preparing schedules of predicted cash flow B.5.1.3 Assist with preparing estimates for proposed variations for client decision-making B.5.1.4 Attend regular site, technical and progress meetings B.5.1.6 Assist in the resolution of contractual claims by the Contractor(s) and sub-contractors B.5.1.8 Assist with the preparation of valuations for payment certificates B.5.1.9 Assist with the preparation of final account(s) for the works on a progressive basis B.6 STAGE 6: CLOSE-OUT This stage is in broad terms defined as follows: Fulfil and complete the project close-out including the preparation of the necessary documentation to facilitate effective completion, handover and operation of the project

B.6.1 Stage 6 services - Nil.


ANNEXURE C - 1: SACQSP ROUTES TO REGISTRATION:

Professional Quantity Surveyor Entry threshold / eligibility: Registration as a Candidate Professional Quantity Surveyor in terms of Section 18 of the Quantity Surveying Profession Act 2000 (Act No 49 of 2000) (i) The curricula of all SACQSP-accredited 480-credit / NQF Level 8 quantity surveying programmes would

be accepted as the prerequisite entry-level to Candidacy (without any further Professional Skills Modules)

(ii) All other qualification programmes (whether SACQSP-accredited or not) would be analysed to ascertain

their “shortfalls” of SACQSP Professional Skills Modules

(iii) With effect from 1st January 2013, holders of all 240 credit / NQF Level 6 National Diploma in Building qualifications would not be eligible to apply for an academic registration as candidates and would require to follow the Recognised Prior Learning (RPL) route to registration.

(iv) Details of all Professional Skills Modules applicable to all tiers of registration are contained in the

prescribed Professional Skills Module Policy available on the SACQSP website.



QUANTITY SURVEYING PROFESSION

Routes To Registration for Candidate Quantity SurveyorEstablished in terms of the Quantity Surveying Profession Act 49 of 2000

Effective 1st January 2013

Entry Qualifying ProgrammeMRICS / FRICS

QS Pathway Only

Route Code 1 A 1 B 2 A 2 B 3 A 3 B 4

NQF Credit 480 360 480 360 480 360 480 Equivalent

SAQA / NQF Exit Level Level 8 Level 7 Level 8 Level 7 Level 8 Level 7 Level 8 Equivalent

Professional Skills Modules * Nil 18Programme

Dependant18

Programme

Dependant18 Nil

Minimum duration under a PrQS supervision** 3-Years 4-Years 4-Years 5-Years 4-years 5-years N/A

Maximum Candidate Registration Period *** 10-years 10-years 10-years 10-years 10-years 10-years N/A

Compulsory Interim Submission 1 off 1 off 1 off 2 off 1 off 2 off N/A

Compulsory Final Submission Yes Yes Yes Yes Yes Yes N/A

Daily Diary Yes Yes Yes Yes Yes Yes N/A

Log Book Yes 3-yr Yes 4-yr Yes 4-yr Yes 5-yr Yes 4-yr Yes 5-yr N/A

General report - current Yes 3-yr Yes 4-yr Yes 4-yr Yes 5-yr Yes 4-yr Yes 5-yr N/A

Detailed Resume' Yes

Project Report Yes Yes Yes Yes Yes Yes N/A

APC Interview Yes Yes Yes Yes Yes Yes N/A

PrQS Peer Interview Yes

Applicable to New registrations from 1st January 2013 - Approved Council Meeting 7th March 2013

Notes to Above

* If registered before 2013, the Candidate has 3-years to complete the specified list of PSM allocated per their official letter of registration

** This period may include secondment, external appointed PrQS supervision or whilst working under a PrQS in an construction company. Minimum of 12-months in RSA.

*** This period commences from date of initial registration. Candidates registered before 2007 will be given 5-years to complete their PrQS registration process.

+ Limited to BSc Construction Management and BSc Property Studies from (UP) and (UCT)

Maximum of 50% of the proven duration under PrQS Supervision may be backdated.

A c a d e m I c R o u t e SACQSP Accredited

Quantity Surveying

Degrees

SACQSP Accredited

Cognate Degrees +

Non Accredited QS

Degree



QUANTITY SURVEYING PROFESSION

Routes To Registration for RPL CandidatesEstablished in terms of the Quantity Surveying Profession Act 49 of 2000

Effective 1st January 2013

Entry QualifyingMatric + Other

Certificates

Non-QS Tertiary

Diplomas + Degrees

National Diploma in

Building

Route Code 5 6 7

NQF Credit 120 240 / 360 / 480 240

SAQA / NQF Exit Level Level 4 + 5 Level 6-8 Level 6

Professional Skills Modules * 18 18 18

Minimum duration under a PrQS supervision prior to

application*15-Years # 10-Years # 5-Years #

Additional duration under a PrQS supervision with

diaries and logbook 3-Years 3-Years 3-Years

Maximum Candidate Registration Period 5-Years 5-Years 5-Years

Compulsory Interim Submission 1 off 1 off 1 off

Compulsory Final Submission Yes Yes Yes

General report - current Yes Yes Yes

Detailed Resume' Yes 10-yr Yes 10-yr Yes 5-yr

Project Report Yes Yes Yes

APC Interview Yes Yes Yes

Applicable to New registrations from 1st January 2013 - Approved Council Meeting 7th March 2013

Notes to Above

* This period may include secondment, external appointed PrQS supervision or whilst working under a PrQS in an construction company. Minimum of 12-months in RSA.

# This period of RPL requires to be proven on application.

Recognised Prior Learning



Construction Quantity Surveyor

ProgrammeNational

Diplomas in

Building

Matric +

Certificates in

Construction

Programmes

Other

Cognative

Diplomas +

Degrees

FAST TRACK

Acredited/NonAccr

edited QS Specific

Diploma/Degree

Minimum NQF Credit Level 480 360 240 360 / 480 120 240 / 360 240 / 360 / 480

SAQA / NQF Exit Level Level 8 Level 7 Level 6 Level 7 / 8 Level 4 + 5 Level 6 - 7 Level 6 - 7 - 8

Minimum duration under a CQS or PrQS prior

to application5-Years 3-Years 10-Years

Minimum duration under a CQS or PrQS as a

Candidate1-Year 2-Years 3-Years 3-Years 2-Years 2-Years Nil

Professional Skills Modules Nil 1, 2, 3, 4, 5, 17 1, 2, 3, 4, 5, 6, 17 1, 2, 3, 4, 5, 6, 17 1, 2, 3, 4, 5, 6, 17 1, 2, 3, 4, 5, 6, 17

2, 3, 4, 5, 6, 17

Interim assessment

level only

Maximum period as a Candidate to complete

professional registration3-years 5-years 5-years 5-years 5-years 5-years 3-years

Compulsory Interim Submission 1 off 1 off 1 off 1 off 1 off 1 off Nil

Compulsory Final Submission Yes Yes Yes Yes Yes Yes Yes

Daily Diary 1900 hrs 3800 hrs 5700 hrs 5700 hrs 3600 hrs 3600 hrs Nil

Log Book (Stage 3 / 4 / 5 / 6 ) Yes 1-yr Yes 2-yr Yes 3-yr Yes 3-yr Yes 2-yr Yes 2-yr Nil

General report Yes 1-yr Yes 2-yr Yes 3-yr Yes 3-yr

Yes 6-yr with

letters of

commendation

Yes 6-yr with

letters of

commendation

Yes 10-yr with letters

of commendation

R P L

SACQSP Accredited

Quantity Surveying Degree

(BTech / BSc)

Non Accredited

QS Degree

ACADEMIC


Upgrade from RCQS to PrQS Registration

R P L

ProgrammeMatric +

Certificates

Minimum NQF Credit Level 480 360 N / A

SAQA / NQF Exit Level Level 8 Level 7 N / A

Minimum duration as a registered Construction

Quantity Surveyor prior to application2-Years 2-Years 2-Years

Minimum duration under a PrQS as a Candidate 2-Year 2-Years 2-Years

Additional Professional Skills Modules to be

completedNil

7, 8, 9, 10, 11,

12, 13, 14, 15,

16, 18

7, 8, 9, 10, 11,

12, 13, 14, 15,

16, 18

Maximum period as a Candidate to complete

professional registration5-years 5-years 5-years

Compulsory Interim Submission (12-month) 1 off 1 off 1 off

Compulsory Final Submission Yes Yes Yes

Daily Diary 3800 hrs 3800 hrs 3800 hrs

Log Book Yes 2-yr Yes 2-yr Yes 2-yr

General report Yes 2-yr Yes 2-yr Yes 2-yr

Project Specific Report Yes Yes Yes

APC Interview Yes Yes Yes

ACADEMIC

SACQSP Accredited

Quantity Surveying Degree

(BTech / BSc)



TECHNICIAN QUANTITY SURVEYOR


ANNEXURE D:

ACCREDITED QS PROGRAMMES OFFERED BY TERTIARY INSTITUTIONS IN SOUTH AFRICA:

1.0 UNIVERSITIES QUALIFICATIONS OFFERED NQF CREDITS

1.1 Cape Town BSc (Construction Studies)

BSc (Hons) Quantity Surveying

360

480

1.2 Free State Certificate in Quantity Surveying (QCP)

BSc (Quantity Surveying)


240

360

480

1.3 Johannesburg National Diploma (Building) - up to 2015

B-Tech (Quantity Surveying) - up to 2015

240

360

1.4 KwaZulu-Natal BSc (Quantity Surveying) - up to 2014

BSc (Hons) Quantity Surveying - up to 2014

360

480

1.5 Nelson Mandela

Metropolitan

National Diploma (Building)

B-Tech (Quantity Surveying)

BSc (Construction Economics)

BSc (Construction Studies)


240

360

360

360

480

1.6 Pretoria BSc (Quantity Surveying)


360

480

1.7 Walter Sisiulu National Diploma (Building)

National Diploma (Extended Programme)

120

240

1.8 Witwatersrand BSc (Construction Studies)


360

480

2.0 UNIVERSITIES OF

TECHNOLOGY

2.1 Durban National Diploma (Building)


240

360

2.2 Mangosuthu National Diploma (Building) - up to 2016 240

2.3 Tshwane National Diploma (Building)


240

360

2.4 Central National Diploma (Building)


240

360

2.5 Cape Peninsula National Diploma (Building)


240

360

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