SIL 3 Consultation Ed by 9Rmu0X

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									               Site Inspection Level 3
                Consultation Edition




30 July 2008
2
Introduction to Site Inspection Level 3 National Occupational Standards

This award is relevant to all those practitioners in the sector who are working as site inspectors
in either construction, civil engineering or building services.

Working as part of a team site inspectors carry out an independent role in either the public or private
sector and can be employed within an organisation or work on behalf of a client

The award has been developed by industry practitioners and is supported by the relevant professional
institutions and employer bodies, in conjunction with the Sector Skills Council, ConstructionSkills.

All candidates must produce evidence from the workplace to meet the requirements of these Site
Inspection standards. However some candidates may need to widen their current job roles to achieve
this evidence. This is consistent with the notion that N/SVQs should be diagnostic, developmental and
qualifying. The benefits of such challenges are that this award will stretch and develop candidates
and enhance their performance in the workplace and the performance of their business. It will also
provide a platform to develop to higher level qualifications in the disciplines covered. In order to
appeal to as wide an audience as possible the standards have been designed with a very flexible
structure.

Candidates are required to complete a total of six units which includes four compulsory core units and
two optional units.

                        Matrix of core and optional units
                 Candidates must complete all four core units
CO1 Monitor projects
C02 Monitor health and safety systems and responsibilities
C03 Monitor handover and obtain project feedback
C04 Prepare and organise technical information
        Candidates must complete one of the following optional units
O05 Monitor dimensional accuracy
O06 Monitor and record tests
O07 Monitoring the commissioning of engineering installations
O08 Plan and monitor maintenance programmes
        Candidates must complete one of the following optional units
O09 Operate in a professional manner
O10 Work with others
O11 Resolve customer service problems
O12 Inspect property and plan and monitor maintenance




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The units and elements for Site Inspection Level 3
Unit C01   Monitor projects (Based on CIC D31.1/D31.3/D31.5)
C01.1      Inspect project against agreed quality standards
C01.2      Monitor project progress against agreed programmes
C01.3      Prepare certification for project requirements

Unit C02   Monitor health and safety systems and responsibilities (Based on CIC /D28.1)
C02.1      Monitor health and safety responsibilities
C02.2      Monitor systems for managing site health, safety and welfare

Unit C03   Monitor handover and obtain project feedback (CIC D34.2, D34.3) (Based on CIC )
C03.1      Monitor project handover
C03.2      Obtain and communicate project feedback

Unit C04   Prepare and organise technical information (Based on CIC )
C04.1      Prepare technical information
C04.2      Organise technical information
C04.3      Provide information and guidance on technical issues

Unit O05   Monitor dimensional accuracy (Based on CIC )
O05.1      Monitor dimensional accuracy

Unit O06   Monitor and record tests (Based on CIC )
O06.1      Monitor and record tests

Unit O07   Monitoring the commissioning of engineering installations (Based on CIC )
O07.1      Monitor the commissioning of engineering installations

Unit O08   Plan and monitor maintenance programmes (Based on CIC )
O08.1      Plan and monitor maintenance programmes

Unit O09   Operate in a professional manner (Based on CIC /F45.3/F46.3)
O09.1      Operate within standards
O09.2      Undertake personal development in the occupational practice area
O09.3      Identify and analyse non standard situations


Unit O10   Work with others (Based on CIC /F32.5/F43.3)[Imported D3.2]
O10.1      Participate in meetings (imported MSC standard D12)
O10.2      Develop and maintain relationships with people who are affected by your work
O10.3      Collate information relevant to a dispute (Based on CIC D41.2)


Unit O11   Resolve customer service problems (Based on CIC /F36.1/F36.2)
O11.1      Spot customer service problems (Imported Standard based on ICS Unit 31.1)
O11.2      Pick the best solution to resolve customer service problems (Imported Standard based on ICS Unit
           31.2)
O11.3      Take action to resolve customer service problems (Imported Standard based on ICS Unit 31.1)


Unit O12   Inspect property and plan and monitor maintenance       (Based on CIC )
O12.1      Inspect condition of property
O12.2      Report on condition of property




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Site Inspection Level 3 SIL3

The Unit:

SIL3/C01          Monitor projects


The Standards that are part of this Unit

SIL3/C01.1        Inspect project against agreed quality standards

SIL3/C01.2        Monitor project progress against agreed programmes

SIL3/C01.3        Prepare certification for project requirements

The Unit Commentary

This Core Unit requires the candidate to inspect the project by using the project drawings and specifications to assess the
workmanship to the required quality Standard, using codes of Practice & British Standards.

It also requires the candidate to implement systems of inspection routines, and progress monitoring. The candidates will
also need to implement the recording of failures and non-compliance items and to report these back to persons responsible.
The candidate will also need to check and certify compliance with project requirements.




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C01 Monitor projects

C01.1 Inspect project against agreed quality standards


Performance Criteria - this involves...                               The Range...
(a) identifying from project information the specified quality        [1] Quality standards:
    standards and ensuring that they are adhered to by the                 (1) statutory requirements;
    people responsible for their implementation                            (2) project specifications;
                                                                           (3) British Standards;
(b) specifying, clearly and unambiguously, the                             (4) International Standards;
    responsibilities which individuals have for maintaining                (5) Codes of Practice;
    quality standards                                                      (6) organisation standards;
                                                                           (7) trade advisory guidance and best practice
(c) implementing systems for inspecting and controlling
    the quality of work and recording and reporting the               [2] People responsible:
    outcomes                                                               (1) the client;
                                                                           (2) contractors;
(d) checking, regularly, that work conforms to the design                  (3) consultants;
    requirements and the specified quality standards                       (4) sub-contractors;
                                                                           (5) suppliers;
(e) identifying work which fails to meet the requirements                  (6) workforce
    and specified quality standards and advising on non
    compliance                                                        [3] Systems:
                                                                           (1) visual inspection;
(f)   asking for non compliances with quality standards to                 (2) comparison with design requirements;
      be corrected and notifying decision makers if this is not            (3) comparison with standard documentation;
      done within a reasonable time                                        (4) checking manufacturers documentation;
                                                                           (5) checking delivery notes;
(g) informing decision makers regularly about significant                  (6) sampling and mock-ups;
    variations in quality standards, programme and safety                  (7) test monitoring;
    implications, and suggesting practical alternatives and                (8) site inspection reports;
    actions they need to take                                              (9) contractors reports;
                                                                           (10) site meetings;
(h) identifying specifications which conflict with statutory               (11) dimension checks
    and legal requirements and referring them to decision
    makers for modification                                           [4] Work:
                                                                           (1) materials and components and their use;
(i)   recommending amendments to the project quality                       (2) methods of construction;
      requirements and specifications and recording them                   (3) completed elements
      accurately




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C01 Monitor projects

C01.1 Inspect project against agreed quality standards

The Evidence - performance                                                Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                         Knowledge evidence may be established from questioning
    candidate consistently meets all the following                            the candidate, or from industry recognised industry
    performance criteria across the scope/range.                              education and training programme assessment, or
                                                                              professional interview assessment, that has been matched
    There must be workplace evidence against each                             to the requirements of the National Occupational
    performance criterion. Where the workplace evidence                       Standards. Such assessments should also have their own
    does not cover the whole scope/range, knowledge                           independent external assessment, moderation or
    evidence must be provided to cover the remaining items                    verification. A candidate’s knowledge and understanding
    of scope/range for each relevant performance criterion.                   can also be demonstrated through presented performance
                                                                              evidence.
    Product Evidence:
                                                                          (1) What do you identify as specified quality standards?
    The candidate must produce documentary evidence from the                  (understanding) (a) [1,4]
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence                (2) What do you identify as specifications which conflict with
                                                                              statutory and legal requirements? (understanding) (h) [1]
(1) Record(s) of identified quality standards and specified
    responsibilities (a,b) [1,2]                                          (3) How do you ensure that quality standards are adhered to
                                                                              by the people responsible for their implementation?
(2) Record(s) of systems for inspection and control which
                                                                              (application) (a) [1,2]
    include checks, work failing requirements and corrective
    action (c,d,e,f) [1,3,4]                                              (4) How do you ask for non compliances with quality
                                                                              standards to be corrected and notify decision makers if
(3) Record(s) of information referred to others which                         quality standards are not corrected within a reasonable
    include(s) advice on non-complying quality standards,
                                                                              time? (application) (f) [1]
    notifications to decision makers about non-compliance,
    variations in quality standards, programme and safety
                                                                          (5) How do you inform decision makers about significant
    implications, specifications which conflict with statutory                variations in quality standards, programme and safety
    and legal requirements, practical alternatives,
                                                                              implications? (application) (g) [1]
    amendments to contract quality requirements and
    specifications (f,g,h,i) [1]
                                                                          (6) How do you refer specifications which conflict with
                                                                              statutory and legal requirements to decision makers?
    Simulations are not considered to be acceptable for producing
    this evidence.                                                            (application) (h) [1]

Process Evidence:                                                         (7) How do you amendments to the contract quality
                                                                              requirements and specifications? (application) (i) [1]
(1) Identifying work that fails to meet the requirements (e)
    [1]                                                                   (8) How and why do you specify the responsibilities which
                                                                              individuals have for maintaining quality standards?
                                                                              (evaluation) (b) [1]

                                                                          (9) How and why do you suggest the practical alternatives
                                                                              which decision makers need to make about significant
                                                                              variations in quality standards and actions they need to
                                                                              take? (synthesis) (g) [1]

                                                                          (10) How and why do you recommend amendments to the
                                                                               project quality requirements and specifications?
                                                                               (evaluation) (i) [1]

                                                                          (11) How do you advise on non compliance with specified
                                                                               quality standards? (application) (e) [1,2]

                                                                          (12) What do you identify as work which fails to meet the
                                                                               requirements and specified quality standards?
                                                                               (understanding) (e) [1,3,4]

                                                                          (13) How do you check that work conforms to the design
                                                                               requirements and the specified quality standard?
                                                                               (application) (d) [1,4]

                                                                          (14) How do you implement systems for inspecting and
                                                                               controlling the quality of work and recording and reporting
                                                                               the outcomes? (application) (c) [3,4]

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C01 Monitor projects

C01.2 Monitor project progress against agreed programmes


Performance Criteria - this involves...                             The Range...
(a) implementing systems to monitor and record the                  [1] Systems to monitor and record:
    progress of the project against the agreed                           (1) visual inspection;
    programmes                                                           (2) resource records;
                                                                         (3) site inspection reports;
(b) collecting progress information regularly and                        (4) contractors’ reports;
    summarising it accurately for line manager                           (5) written, graphical and electronic records of
                                                                              actual work against programmed work;
(c) identifying, investigating and quantifying any deviations            (6) site meeting records;
    from planned progress which have occurred, or which                  (7) comparison with project requirements
    may occur, and which could disrupt the programme
    and inform line manager                                         [2] Programmes:
                                                                         (1) bar and Gannt charts;
(d) recommending options which are most likely to                        (2) network analysis;
    minimise increases in cost and time and help the                     (3) critical path;
    contract progress, and passing these on to line                      (4) action lists;
    manager                                                              (5) method statements

(e) regularly informing relevant people about progress,             [3] Deviations:
    changes to the operational programme, resource                       (1) resource shortages;
    needs, and suggesting the decisions and actions that                 (2) design problems and constraints;
    need to be taken                                                     (3) industrial disputes;
                                                                         (4) lack of essential construction information;
                                                                         (5) construction errors;
                                                                         (6) inclement weather;
                                                                         (7) physical (site) constraints;
                                                                         (8) legal;
                                                                         (9) social;
                                                                         (10) environmental
                                                                         (11) contract variations

                                                                    [4] Resources:
                                                                         (1) people;
                                                                         (2) plant and equipment;
                                                                         (3) materials and components;
                                                                         (4) cost implication;
                                                                         (5) time;
                                                                         (6) specialist services;
                                                                         (7) public utility services;
                                                                         (8) information




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C01 Monitor projects

C01.2 Monitor project progress against agreed programmes


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How do you implement systems to monitor and
    The candidate must produce documentary evidence from the               record the progress of the contract against the agreed
    workplace covering the following item(s) that are considered to        programmes, and collect and summarise information?
    be common and key/critical to demonstrating competence                 (application) (a,b) [1,2]
(1) Progress monitoring and recording system(s) including              (2) How and why do you develop systems to monitor and
    record(s) which include collected and summarised                       record the progress of the contract against the agreed
    information (a) [1,2]                                                  programmes? (synthesis) (a) [1,2]
(2) Record(s) of summarised progress information,                      (3) What do you identify as any deviations from planned
    including identified, investigated and quantified
                                                                           progress which have occurred, or which may occur, and
    deviations (b,c) [2,3,4]                                               which could disrupt the programme? (understanding)
                                                                           (c) [2,3]
(3) Record(s) of information and recommendations about
    progress passed to line manager which include options              (4) How and why do you quantify any deviations from
    likely to minimise increases in cost and time, changes
                                                                           planned progress? (analysis) (c) [3]
    and resource needs (b,c,d,e) [4]
                                                                       (5) How do you investigate any deviations from planned
    Simulations are not considered to be acceptable for producing
    this evidence.                                                         progress which have occurred, or which may occur, and
                                                                           which could disrupt the programme? (application)
Process Evidence:                                                          (c)[2,3]

None applicable                                                        (6) How and why do you recommend options which are
                                                                           most likely to minimise increases in cost and time and
                                                                           help the contract progress? (synthesis) (d)

                                                                       (7) How do you pass options to your line manager which
                                                                           are most likely to minimise increases in cost and time
                                                                           and help the contract progress? (application)
                                                                           (application) (d)

                                                                       (8) How do you inform your line manager of any
                                                                           deviations from planned progress which have
                                                                           occurred, or which may occur, and which could disrupt
                                                                           the programme? (application) (c) [2,3]

                                                                       (9) How do you regularly inform your relevant people about
                                                                           progress, changes to the operational programme and
                                                                           resource needs? (application) (e) [4]

                                                                       (10) How and why do you suggest the decisions and actions
                                                                            that need to be taken? (synthesis) (e) [4]




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C01 Monitor projects

C01.3 Prepare certification for project requirements


Performance Criteria - this involves...                       The Range...
(a) collating all the relevant documents needed for           [1] Documents - relating to:
    certification, checking them against the project               (1) contract criteria;
    requirements, recording any variations and reviewing           (2) costs;
    the documents for a certification decision to be made          (3) quantity;
                                                                   (4) quality;
(b) inspecting and checking work against the project               (5) progress;
    requirements, recording any variations and reviewing           (6) as built data
    for a certification decision to be made
                                                              [2] People responsible :
(c) justifying and supporting certification decisions with         (1) the client;
    valid evidence                                                 (2) contractor;
                                                                   (3) consultants;
(d) checking that the people responsible are complying             (4) sub-contractors;
    with certificates and notices and the project                  (5) suppliers;
    requirements and notifying decision makers in cases            ( 6) internal management
    of non-compliance
                                                              [3] Certificates and notices:
                                                                   (1) Non-conformance;
                                                                   (2) Dayworks;
                                                                   (3) Schedule of Defects;
                                                                   (4) Making Good Defects;




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C01 Monitor projects

C01.3 Prepare certification for project requirements


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How do you collate and check all the relevant
    The candidate must produce documentary evidence from the               documents needed for certification? (application) (a)
    workplace covering the following item(s) that are considered to        [1]
    be common and key/critical to demonstrating competence
                                                                       (2) How do you record any variations between documents
(1) Record(s) of the preparation of documents for
                                                                           and contract requirements? (application) (a) [1]
    certification which include checks, variations,
    inspections of work and decisions about liability for the
                                                                       (3) How do you check work against the contract
    costs of corrective and additional work (a,b,c) [1,2,3,4]
                                                                           requirements and record any variations? (application)
                                                                           (b)
(2) Certificates issued including support for decisions (d) [2]
                                                                       (4) How and why do you inspect work against the project
    Simulations are not considered to be acceptable for producing
    this evidence.                                                         requirements? (analysis) (b) [2]

Process Evidence:                                                      (5) How do you check that the people responsible are
                                                                           complying with certificates and notices and the
None applicable                                                            project requirements? (application) (d) [2,3]

                                                                       (6) How and why do you justify and support certification
                                                                           decisions with valid evidence? (evaluation) (c) [4]

                                                                       (7) How do you notify decision makers in cases of non-
                                                                           compliance? (application) (d) [2,3]




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Site Inspection Level 3 SIL3

The Unit:

SIL3/C02          Monitor health and safety systems and responsibilities


The Standards that are part of this Unit

SIL3/C02.1        Monitor health and safety responsibilities

SIL3/C02.2        Monitor systems for managing site health, safety and welfare

The Unit Commentary

This Core Unit covers the candidate’s key responsibilities for maintaining a healthy, safe and productive work environment,
with risks minimised.

It is about taking steps to maintain a healthy, safe and productive work environment which meets legal and organisational
requirements. Candidates at this level will have this responsibility because they often work on site alone or in pairs.

It is concerned with identifying hazards and risks and implementing policies to reduce risks.




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C02 Monitor health and safety systems and responsibilities

C02.1 Monitor health and safety responsibilities


Performance Criteria - this involves...                          The Range...
(a) identifying which workplace instructions are relevant to     [1] Hazards:
    your job                                                          (1) falls from height;
                                                                      (2) slips, trips and falls (same level);
(b) identifying those working practices in your job which             (3) hit by falling or moving objects;
    could harm you or others                                          (4) manual handling;
                                                                      (5) health issues;
(c) naming and locating correctly the people responsible for          (6) power sources;
    health and safety in your workplace                               (7) hazardous substances;
                                                                      (8) trapped by something collapsing or overturning;
(d) identifying the hazards arising from construction                 (9) confined spaces;
    products and processes that need to be assessed                   (10) fire;
                                                                      (11) lack of/breaches of security
(e) obtaining accurate information on any factors relating            (12) water;
    to the hazards                                                    (13) moving vehicles;
                                                                      (14) sector or context specific
(f)   identifying the significance of the hazards
                                                                 [2] Factors:
(g) reporting to the people responsible for health and safety         (1) injure people;
    in your workplace those hazards which present the                 (2) cause ill health;
    highest risks                                                     (3) damage property;
                                                                      (4) adversely affect the man-made and built
(h) reporting differences between workplace instructions                    environment;
    and suppliers' or manufacturers' instructions                     (5) cost

(i)   making sure that your personal presentation and            [3] Risks:
      behaviour at work protects the health and safety of you         (1) high;
      and others, meets any legal responsibilities, and is in         (2) medium;
      accordance with workplace instructions                          (3) low




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C02 Monitor health and safety systems and responsibilities

C02.1 Monitor health and safety responsibilities


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as workplace instructions which
    The candidate must produce documentary evidence from the               are relevant to your job? (understanding) (a)
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence             (2) What do you identify as working practices in your job
                                                                           which could harm you or others? (understand) (b)
(1) Information on significant residual risks which includes
    identified hazards arising from construction products
                                                                       (3) How do you name and locate the people responsible for
    and processes, (all) [all]
                                                                           health and safety in your workplace? (application) (c)
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (4) What do you identify as the hazards arising from
                                                                           construction products and processes that need to be
Process Evidence:                                                          assessed? (understanding) (d) [1]

None applicable                                                        (5) How and why do you identify the significance of the
                                                                           hazards? (synthesis) (f) [1]

                                                                       (6) How do you obtain accurate information on any factors
                                                                           relating to the hazards? (application) (e) [1]

                                                                       (7) How do you apply the principles of prevention and
                                                                           protection? (application) (f) [2,3,6]

                                                                       (8) How and why do you report hazards which present the
                                                                           highest risks in your workplace to those responsible for
                                                                           health and safety? (application) (g)

                                                                       (9) How do you report differences between workplace
                                                                           instructions and suppliers' or manufacturers'
                                                                           instructions? (application) (h)

                                                                       (10) How do you make sure that your personal presentation
                                                                            and behaviour at work protects the health and safety of
                                                                            you and others, meets any legal responsibilities, and is
                                                                            in accordance with workplace instructions? (application)
                                                                            (i)




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C02 Monitor health and safety systems and responsibilities

C02.2 Monitor systems for managing site health, safety and welfare


Performance Criteria - this involves...                        The Range...
(a) encouraging a culture of health, safety and welfare on     [1] Inducted:
    site and identifying and recommending opportunities for          (1) health and safety responsibilities;
    improving the health and safety of the work                      (2) site, construction and installation operations;
    environment                                                      (3) health, safety and welfare equipment and
                                                                          resources;
(b) ensuring that people under your control have been                (4) risk control procedures;
    inducted and checking that they are correctly                    (5) first aid arrangements;
    certificated and monitored whilst on site                        (6) health and safety plans;
                                                                     (7) site specific procedures;
(c) ensuring that accurate and appropriate statutory                 (8) emergency and evacuation procedures
    notices and hazard warnings are maintained
                                                               [2] Statutory notices:
(d) ensuring that health, safety and welfare equipment               (1) prescribed notices;
    and resources are correctly used and maintained to               (2) certificates;
    meet the project and statutory requirements                      (3) Certificate of Insurance;
                                                                     (4) site safety signs
(e) verifying that systems are in place which meet project
    and statutory requirements                                 [3] Health, safety and welfare equipment and
                                                                   resources:
                                                                     (1) protective clothing;
                                                                     (2) protective equipment;
                                                                     (3) first aid facilities and arrangements;
                                                                     (4) welfare facilities;
                                                                     (5) storage, security and disposal of materials and
                                                                           equipment;
                                                                     (6) accident and incident reporting;
                                                                     (7) fire fighting equipment;
                                                                     (8) provision of health, safety and welfare training

                                                               [4] Project and statutory requirements:
                                                                    (1) construction specific health, safety and welfare
                                                                           regulations;
                                                                    (2) general health, safety and welfare legislation;
                                                                    (3) recognised industry codes of practice;
                                                                    (4) organisational procedures;
                                                                    (5) identifying hazards;

                                                                     (6)   reducing associated risk;

                                                                     (7)   reporting accidents and incidents and
                                                                           preventing recurrence;
                                                                     (8)   situations which do not comply with regulations




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C02 Monitor health and safety systems and responsibilities

C02.2 Monitor systems for managing site health, safety and welfare


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as opportunities for improving the
    The candidate must produce documentary evidence from the               health and safety of the work environment?
    workplace covering the following item(s) that are considered to        (understanding) (a) [1,3]
    be common and key/critical to demonstrating competence
                                                                       (2) How do you encourage a culture of health, safety and
(1) Record(s) of inducting and monitoring the health, safety
                                                                           welfare on site? (application) (a) [1,3,4]
    and welfare of people on site which include
    encouraging the culture recommending opportunities for
                                                                       (3) How and why do you recommend opportunities for
    improvement and certification (a,b) [1]
                                                                           improving the health and safety of the work
                                                                           environment? (synthesis) (a) [1,3]
(2) Record(s) of implemented and maintained systems
    which include statutory notices and hazard warnings,               (4) How do you ensure that people have been inducted
    equipment and resources (c,d,e) [2,3,4]
                                                                           and check that people are correctly certificated and
                                                                           monitored whilst on site? (application) (b) [1,4]
    Simulations are not considered to be acceptable for producing
    this evidence.
                                                                       (5) How do you ensure that accurate and appropriate
Process Evidence:                                                          statutory notices and hazard warnings are
                                                                           maintained? (application) (c) [2]
(1) Record(s) of inducting and monitoring the health, safety
    and welfare of people on site which include                        (6) How do you ensure that health, safety and welfare
    encouraging the culture recommending opportunities for                 equipment and resources are correctly used and
    improvement and certification (a,b) [1]                                maintained to met the project and statutory
                                                                           requirements? (application) (d) [3,4]

                                                                       (7) How do you verify that systems are in place which meet
                                                                           project and statutory requirements? (application) (e)
                                                                           [4]




                                                                      18
19
Site Inspection Level 3 SIL3

The Unit:

SIL3/C03          Monitor handover and obtain project feedback


The Standards that are part of this Unit

SIL3/C03.1        Monitor project handover

SIL3/C03.2        Obtain and communicate project feedback

The Unit Commentary

This Core Unit is about checking that project requirements have been met. This involves monitoring final inspections and
tests for certification purposes. It is also about confirming any stakeholder concerns that need to be addressed and
recording actions that need to be taken at the project handover stage.

You will also need to ensure that operational documentation, equipment and services are handed over in accordance with
the contract.

It is about assessing project feedback and identifying improvements and reviewing these against the original project
objectives.




                                                             20
C03 Monitor handover and obtain project feedback (CIC D34.2, D34.3)

C03.1 Monitor project handover


Performance Criteria - this involves...                           The Range...
(a) confirming project requirements, consulting with              [1] Project requirements:
    stakeholders and confirming and monitoring a                       (1) time;
    commissioning programme                                            (2) quality;
                                                                       (3) cost;
(b) checking that project requirements have been met                   (4) health and safety;
    and recording outstanding work and defects                         (5) regulations;
                                                                       (6) sustainability;
(c) monitoring commissioning inspections and tests that                (7) defects rectification period
    require certification and ensuring that they are
    witnessed by stakeholders as required                         [2] Stakeholders:
                                                                        (1) clients;
(d) identifying and arranging for the satisfactory completion           (2) users;
    of any outstanding work                                             (3) consultants;
                                                                        (4) contractors;
(e) confirming any stakeholder concerns that arise that                 (5) regulatory authorities
    need to be addressed at project handover and
    recording any required actions                                [3] Information and guidance:
                                                                        (1) record drawings;
(f)   recording the most recent information produced during             (2) schedules;
      design, construction and installation, which can be used          (3) specifications;
      for guidance about operation and maintenance                      (4) contract records;
                                                                        (5) photographs;
(g) ensuring that information is assembled and that                     (6) trade literature;
    operational documentation, equipment and services                   (7) statutory consents;
    are handed over in accordance with the contract                     (8) commissioning and test certificates;
                                                                        (9) operating instructions and performance ratings;
                                                                        (10) guarantees;
                                                                        (11) warranties;
                                                                        (12) Health and Safety File

                                                                  [4] Operational documentation, equipment and
                                                                      services:
                                                                        (1) manuals and guidance materials;
                                                                        (2) plans;
                                                                        (3) health and safety file;
                                                                        (4) operating equipment;
                                                                        (5) security information and equipment;
                                                                        (6) guarantees and warrantees;
                                                                        (7) commissioning and test certificates




                                                                 21
C03 Monitor handover and obtain project feedback (CIC D34.2, D34.3)

C03.1 Monitor project handover


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as the satisfactory completion of
    The candidate must produce documentary evidence from the               any outstanding work? (understanding) (d) [1]
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence             (2) How do you confirm project requirements and consult
                                                                           with stakeholders? (application) (a) [1,2]
(1) Commissioning programmes (a) [1,2]
                                                                       (3) How do you check that project requirements have
(2) Record(s) of checks on project requirements,
                                                                           been met and record outstanding work and defects?
    certification requirements, and completion of
                                                                           (application) (b) [1]
    outstanding work and defects (b,c,d) [1,2]
                                                                       (4) How do you arrange for the satisfactory completion of
(3) Record(s) of handover which include inspections,
                                                                           any outstanding work? (application) (d) [1]
    confirmed concerns and actions, documentation,
    equipment and services (e,f) [2,3]
                                                                       (5) How and why do you confirm a commissioning
                                                                           programme? (application) (a) [1,2]
    Simulations are not considered to be acceptable for producing
    this evidence.
                                                                       (6) How and why do you monitor a commissioning
Process Evidence:                                                          programme? (monitor) (a) [1,2]

None applicable                                                        (7) How and why do you monitor out commissioning
                                                                           inspections and tests that require certification and
                                                                           ensure they are witnessed by stakeholders as
                                                                           required? (monitor) (c) [2]

                                                                       (8) How do you confirm any stakeholder concerns that
                                                                           arise that need to be addressed at project handover
                                                                           and record any required actions? (application) (e) [2]

                                                                       (9) How do you record the most recent information
                                                                           produced during design, construction and installation,
                                                                           which can be used for guidance about operation and
                                                                           maintenance? (application) (f) [3]

                                                                       (10) How do you ensure that information is assembled and
                                                                            operational documentation, equipment and services
                                                                            are handed over in accordance with the contract?
                                                                            (application) (g) [4]




                                                                      22
C03 Monitor handover and obtain project feedback (CIC D34.2, D34.3)

C03.2 Obtain and communicate project feedback


Performance Criteria - this involves...                     The Range...
(a) identifying and confirming the areas to focus on for    [1] Improvements from feedback:
    making improvements from feedback                             (1) working arrangements;
                                                                  (2) formal and informal communications;
(b) obtaining, investigating and assessing feedback               (3) quality control;
    information from all relevant methods and sources             (4) design, technical and operational appraisal;
                                                                  (5) benchmarking and post project review
(c) identifying and recording improvements from
    feedback received as the work proceeds
                                                            [2] Feedback information:
(d) reviewing and communicating the feedback                     (1) approved providers;
    information, matching it against the original                (2) project documentation;
    requirements and objectives and summarising both             (3) organisational documentation;
    positive and negative factors                                (4) standard details and specifications;

                                                                  (5)   product information;
                                                                  (6)   government and statutory publications

                                                            [3] Methods and sources:
                                                                 (1) project records and documentation;
                                                                 (2) site inspections;
                                                                 (3) meetings;
                                                                 (4) reports




                                                           23
C03 Monitor handover and obtain project feedback (CIC D34.2, D34.3)

C03.2 Obtain and communicate project feedback


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How and why do you confirm the areas to focus on for
    The candidate must produce documentary evidence from the               making improvements from feedback? (evaluation)
    workplace covering the following item(s) that are considered to        (a) [1]
    be common and key/critical to demonstrating competence
                                                                       (2) What do you identify as the areas to focus on for
(1) Making improvements from feedback throughout the                       making improvements from feedback?
    project (a) [1,2,3]
                                                                           (understanding) (a) [1]
(2) Records of obtained feedback information which                     (3) How do you obtain feedback information from all
    includes investigation, assessment, review and                         relevant methods and sources? (application) (b) [2,3]
    summary of identified improvements (b,c,d) [1,2,3]
                                                                       (4) How do you summarise both positive and negative
    Simulations are not considered to be acceptable for producing
    this evidence.                                                         factors from the feedback information? (application)
                                                                           (d) [2]
Process Evidence:
                                                                       (5) How and why do you match feedback information
None applicable                                                            against the original requirements and objectives?
                                                                           (synthesis) (d) [2]

                                                                       (6) How and why do you review the feedback
                                                                           information? (analysis) (d) [2]

                                                                       (7) How do you identify improvements from feedback
                                                                           received to decision makers? (application) (c) [1]

                                                                       (8) How do you record the improvements from feedback
                                                                           received as the work proceeds? (application) (c) [1]

                                                                       (9) How and why do you investigate and assess feedback
                                                                           information from all relevant methods and sources?
                                                                           (analysis) (b) [2,3]

                                                                       (10) How do you communicate the feedback information?
                                                                            (application) (d) [2]




                                                                      24
25
Site Inspection Level 3 SIL3

The Unit:

SIL3/C04          Prepare and organise technical information


The Standards that are part of this Unit

SIL3/C04.1        Prepare technical information

SIL3/C04.2        Organise technical information

SIL3/C04.3        Provide information and guidance on technical issues

The Unit Commentary

This Core Unit is about preparing and providing information to decision makers within agreed deadlines. This involves
operating and maintaining a technical information storage system. You will need to provide technical information in an
appropriate style and format for users. It is about giving technical instructions and guidance and providing clarification as
required.




                                                              26
C04 Prepare and organise technical information

C04.1 Prepare technical information


Performance Criteria - this involves...                          The Range...
(a) accurately establishing the purpose of the information       [1] Purpose:
                                                                      (1) site inspection reports;
(b) completing documents to meet the required purpose                 (2) written, graphical and electronic records of
                                                                           actual work against programmed work
(c) ensuring layout, spelling, grammar and punctuation are
    correct, consistent and in accordance with conventions       [2] Information:
    and house style                                                    (1) for self;
                                                                       (2) developed on behalf of others;
(d) ensuring the content of information is comprehensive               (3) self-generated;
    and accurate and is presented in a logical sequence                (4) produced according to instructions from others

(e) ensuring recommendations, when required, are
    succinct and provide sufficient guidance to decision
    makers

(f)   ensuring sources of information, on which documents
      are based, are verified as current, accurate and valid

(g) ensuring work practices are in accordance with legal
    and regulatory requirements and organisational
    procedures

(h) recording promptly and accurately reasons where work
    is not achievable within specified deadlines

(i)   providing completed information within agreed
      deadlines

(j)   maintaining security and confidentiality of information




                                                                27
C04 Prepare and organise technical information

C04.1 Prepare technical information


The Evidence - performance                                              Evidence: knowledge and understanding
     Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
     candidate consistently meets all the following                         questioning the candidate, or from industry recognised
     performance criteria across the scope/range.                           industry education and training programme
                                                                            assessment, or professional interview assessment, that
     There must be workplace evidence against each                          has been matched to the requirements of the National
     performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
     does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
     evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
     of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                            presented performance evidence.
     Product Evidence:
                                                                        (1) How do you establish the purpose of the information?
     The candidate must produce documentary evidence from the               (understanding) (a) [1,2]
     workplace covering the following item(s) that are considered to
     be common and key/critical to demonstrating competence             (2) How do you complete documents to meet the required
                                                                            purpose? (application) (b) [1]
(1) Information (all) [all]
                                                                        (3) How do you ensure layout, spelling, grammar and
(2) Record(s) of checks made (f,g)
                                                                            punctuation are correct, consistent and in accordance
                                                                            with conventions and house style? (application) (c)
     Simulations are not considered to be acceptable for producing
     this evidence.
                                                                        (4) How do you ensure the content of information is
Process Evidence:                                                           comprehensive and accurate and is presented in a
                                                                            logical sequence? (application) (d) [2]
None applicable
                                                                        (5) How do you ensure recommendations, when required,
                                                                            are succinct and provide sufficient guidance to decision
                                                                            makers? (application) (e)

                                                                        (6) How do you ensure sources of information, on which
                                                                            documents are based, are verified as accurate and
                                                                            valid? (application) (f) [2]

                                                                        (7) How do you record reasons where work is not
                                                                            achievable within specified deadlines? (application) (h)

                                                                        (8) How do you provide completed information within
                                                                            agreed deadlines? (application) (i) [2]

                                                                        (9) How do you ensure work practices are in accordance
                                                                            with legal and regulatory requirements and
                                                                            organisational procedures? (application) (g)

                                                                        (10) How do you maintain security and confidentiality of
                                                                             information? (application) (j) [2]




                                                                       28
C04 Prepare and organise technical information

C04.2 Organise technical information


Performance Criteria - this involves...                         The Range...
(a) collating information and organising it into a suitable     [1] Information:
    form for use                                                      (1) approved providers;
                                                                      (2) contract documentation;
(b) referencing stored information so that it can be quickly          (3) standard drawings;
    identified and retrieved when needed                              (4) specifications;
                                                                      (5) technical books;
(c) operating appropriate and valid procedures for                    (6) product information;
    maintaining technical information system                          (7) government and statutory publications;
                                                                      (8) research and advisory data;
(d) identifying, summarising and disseminating                        (9) reports;
    information which might be of use to others                       (10) samples;
                                                                      (11) project documentation;
                                                                      (12) organisational documentation (e.g. pro forma)

                                                                [2] Use (of information):
                                                                     (1) technical reference;
                                                                     (2) current record;
                                                                     (3) archive record

                                                                [3] Technical information systems:
                                                                     (1) paper based (e.g. manual files, technical
                                                                           library);
                                                                     (2) photo reduced (e.g. microfiche);
                                                                     (3) electronic (e.g. computer database, CD ROM,
                                                                           on-line)




                                                               29
C04 Prepare and organise technical information

C04.2 Organise technical information


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                       Knowledge evidence may be established from
    candidate consistently meets all the following                          questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                            industry education and training programme
                                                                            assessment, or professional interview assessment, that
    There must be workplace evidence against each                           has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                     Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                         also have their own independent external assessment,
    evidence must be provided to cover the remaining items                  moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                 understanding can also be demonstrated through
                                                                            presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as information which might be of
    The candidate must produce documentary evidence from the               use to others? (understanding) (d) [1]
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence             (2) How do you collate information? (application) (a) [1]
(1) Record(s) of information which has been referenced
                                                                       (3) How do you operate appropriate and valid procedures
    and stored (a,b) [1,2]                                                 for maintaining technical information systems?
                                                                           (application) (c) [3]
(2) Record(s) of procedures set up for maintaining
    technical information systems (c) [3]
                                                                       (4) How and why do you set up procedures for maintaining
                                                                           technical information systems? (synthesis) (d) [3]
(3) Record(s) of disseminated information (d) [1,2]
                                                                       (5) How do you summarise and disseminate information
    Simulations are not considered to be acceptable for producing
    this evidence.                                                         which might be of use to others? (application) (d) [1,2]

Process Evidence:                                                      (6) How and why do you organise information in a suitable
                                                                           form for use? (synthesis) (a) [1,2]
None applicable
                                                                       (7) How do you reference stored information for
                                                                           identification and retrieval? (application) (b) [1]




                                                                      30
C04 Prepare and organise technical information

C04.3 Provide information and guidance on technical issues


Performance Criteria - this involves...                       The Range...
(a) obtaining technical information and advice which is       [1] Obtaining technical formation:
    relevant to the task and sufficiently detailed for the         (1) using proactive and open methods;
    technical issues for which it is to be used                    (2) using discussion;
                                                                   (3) using questioning;
(b) providing technical information and receiving advice           (4) showing sensitivity to feedback
    which is relevant to the task, complete, summarised
    accurately and clearly relevant to technical issues       [2] Technical information:
                                                                   (1) sharing experience;
(c) presenting technical information appropriate to the            (2) giving instructions;
    task using a style of communication which is                   (3) making decisions;
    appropriate to the ability, knowledge, understanding           (4) increasing understanding;
    and disposition of the people receiving information            (5) implementing a solution;
    and advice                                                     (6) testimony to legal constituted bodies;
                                                                   (7) facilitation
(d) giving technical instructions and guidance which are
    likely to be understood by the people who will follow     [3] Presenting:
    them                                                           (1) orally;
                                                                   (2) in writing;
(e) adapting and clarifying technical information where            (3) graphically;
    people are having difficulties in understanding it             (4) electronically

                                                              [4] People receiving information and advice:
                                                                   (1) same and other related occupations;
                                                                   (2) clients and customers;
                                                                   (3) technical and non-technical team members;
                                                                   (4) craftspeople and operatives;
                                                                   (5) senior and junior colleagues;
                                                                   (6) members of the public;
                                                                   (7) government agencies;
                                                                   (8) non English speakers

                                                              [5] Giving technical instructions and guidance:
                                                                   (1) including critical points;
                                                                   (2) reasoning behind critical points;
                                                                   (3) using clear language

                                                              [6] Adapting and clarifying technical information using:
                                                                   (1) drawings and diagrams;
                                                                   (2) analogy, metaphors and examples




                                                             31
C04 Prepare and organise technical information

C04.3 Provide information and guidance on technical issues


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                       Knowledge evidence may be established from
    candidate consistently meets all the following                          questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                            industry education and training programme
                                                                            assessment, or professional interview assessment, that
    There must be workplace evidence against each                           has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                     Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                         also have their own independent external assessment,
    evidence must be provided to cover the remaining items                  moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                 understanding can also be demonstrated through
                                                                            presented performance evidence.
    Product Evidence:
                                                                       (1) How do you obtain technical formation which is
    The candidate must produce documentary evidence from the               sufficiently detailed for the technical issues for which it
    workplace covering the following item(s) that are considered to        is to be used? (application) (a) [1]
    be common and key/critical to demonstrating competence
                                                                       (2) How and why do you provide technical information?
(1) Technical information and advice provided, including
                                                                           (synthesis) (b) [2]
    technical information obtained in significant detail which
    has been clarified and adapted (a,b,c,e) [1,2,3,4,6]
                                                                       (3) How do you receive advice which is relevant to the task,
                                                                           complete, summarised accurately and relevant to the
(2) Records of technical instructions and guidance (d) [5]
                                                                           technical issues? (b) [2]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (4) How and why do you present technical information
                                                                           appropriate to the task in a style appropriate to the
Process Evidence:                                                          people receiving information and advice? (synthesis)
                                                                           (c) [2,3,4]
(1) Presenting technical information, advice and guidance
    (b,c,d) [2,3,4,5]                                                  (5) How and why do you give technical instructions and
                                                                           guidance? (synthesis) (d) [5]

                                                                       (6) How do you adapt and clarify technical information
                                                                           where people are having difficulties in understanding it?
                                                                           (application) (e) [6]




                                                                      32
33
Site Inspection Level 3 SIL3

The Unit:

SIL3/O05          Monitor dimensional accuracy


The Standards that are part of this Unit

SIL3/O05.1        Monitor dimensional accuracy

The Unit Commentary

This Optional Unit covers the candidate’s key responsibilities for obtaining and checking survey information, monitoring
reference markers and setting out information, and resolving survey problems.

It is about observing and measuring dimensional controls, identifying and correcting any deviations and revising work
methods as necessary.




                                                             34
O05 Monitor dimensional accuracy

O05.1 Monitor dimensional accuracy


Performance Criteria - this involves...                           The Range...
(a) correlating, checking and calculating information on          [1] Setting out information:
    construction which is relevant to the setting-out of the           (1) dimensions;
    project                                                            (2) locations;
                                                                       (3) levels (including inaccuracies and deviations)
(b) identifying any differences between the specified and
    the actual site dimensions, recording them accurately         [2] Differences:
    and circulating them to decision makers                            (1) boundaries;
                                                                       (2) levels;
(c) Monitoring reference markers which are accurate,                   (3) locations
    identified clearly and protected from movement or
    removal                                                       [3] Reference markers:
                                                                       (1) ground stations;
(d) using appropriate observation methods which meet                   (2) base lines;
    the specified accuracy criteria                                    (3) benchmarks;
                                                                       (4) elevated target positions;
(e) using measuring and recording equipment which                      (5) structural grid
    meets the specified accuracy criteria
                                                                  [4] Observation methods:
(f)   observing and measuring dimensional controls,                    (1) graphical;
      setting out points, lines and profiles accurately and            (2) measured;
      recording the results to meet quality standards                  (3) instrumental

(g) identifying any errors in position, alignment and level       [5] Measuring and recording equipment:
    and correcting them promptly                                       (1) mechanical;
                                                                       (2) optical;
(h) recording any setting out information which may be of              (3) electronic
    later use, and storing it securely so that it is available         (4) field book
    when needed
                                                                  [6] Dimensional controls:
                                                                       (1) lines;
                                                                       (2) levels;
                                                                       (3) angles;
                                                                       (4) distances

                                                                  [7] Errors - arising from:
                                                                       (1) transfer of lines and levels;
                                                                       (2) use of wrong lines and levels;
                                                                       (3) calculations




                                                                 35
O05 Monitor dimensional accuracy

O05.1 Monitor dimensional accuracy


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How and why do you correlate information on
    The candidate must produce documentary evidence from the               construction relevant to the setting-out of the project?
    workplace covering the following item(s) that are considered to        (synthesis) (a) [1]
    be common and key/critical to demonstrating competence
                                                                       (2) How do you check information on construction relevant
(1) Record(s) of checked, correlated and calculated survey                 to the setting-out of the project? (application) (a) [1]
    and construction information which includes any
    identified differences between the specified and actual            (3) How do you calculate information on construction
    site dimensions (a,b,c) [1,2]                                          relevant to the setting-out of the project? (application)
                                                                           (a) [1]
(2) Record(s) of setting out reference markers including (c)
    [3]                                                                (4) How do you record any differences between the
                                                                           specified and the actual site dimensions? (application)
(3) Record(s) of observation methods used (d) [5]
                                                                           (b) [2]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (5) What do you identify as any differences between the
                                                                           specified and the actual site dimensions?
Process Evidence:                                                          (understanding) (b) [2]

None applicable                                                        (6) How do you circulate any differences between
                                                                           specifications to decision makers? (application) (b) [2]

                                                                       (7) How and why do you monitor reference markers to
                                                                           ensure that they are accurate, identified clearly and
                                                                           protected from movement or removal? (monitor) (c) [3]

                                                                       (8) How do you use appropriate observation methods?
                                                                           (application) (d) [4]

                                                                       (9) What do you identify as any errors in position,
                                                                           alignment and level? (understanding) (g) [7]

                                                                       (10) How do you correct any errors promptly? (application)
                                                                            (g) [7]

                                                                       (11) How do you record and store any setting out
                                                                            information which may be of later use? (application)
                                                                            (h) [1]

                                                                       (12) How do you observe and measure dimensional
                                                                            controls, setting out points, lines and profiles
                                                                            accurately and recoding the results to meet quality
                                                                            standards? (application) (f) [6]




                                                                      36
37
Site Inspection Level 3 SIL3

The Unit:

SIL3/O06          Monitor and record tests


The Standards that are part of this Unit

SIL3/O06.1        Monitor and record tests

The Unit Commentary

This Optional Unit is about monitoring tests to ensure accuracy is maintained, equipment is calibrated and samples are
statistically sound. You will also need to ensure that data is communicated to those who need it.




                                                            38
O06 Monitor and record tests

O06.1 Monitor and record tests


Performance Criteria - this involves...                       The Range...
(a) monitoring tests and recommending modifications to        [1] Test:
    maintain compliance with test requirements                     (1)    structure;
                                                                   (2)    materials;
(b) ensuring that physical tests are conducted in a way            (3)    environment;
    which balances accuracy and cost and keeps disruption          (4)    services
    to a minimum
                                                              [2] Safe working practices:
(c) conforming to safe working practices during testing            (1) personal safety equipment and clothing;
                                                                   (2) safe use of access as required under health
(d) ensuring that only calibrated equipment is used to                   and safety legislation;
    maintain accuracy                                              (3) industry codes of practice and regulations
                                                                         applying to the test site and the tests being
(e) ensuring that sample size is sufficient to test the                  conducted;
    required properties and maintaining their integrity to         (4) as identified by risk assessments
    meet recognised statistical principles

(f)   ensuring that test data is recorded clearly and         [3] Data:
      accurately communicated to those who need to use it          (1)    physical;
      and stored securely for later analysis                       (2)    condition;
                                                                   (3)    performance
(g) keeping a clear and accurate record of the time spent
    on the test and of any problems that come up which
    may affect cost or accuracy




                                                             39
O06 Monitor and record tests

O06.1 Monitor and record tests


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                       Knowledge evidence may be established from
    candidate consistently meets all the following                          questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                            industry education and training programme
                                                                            assessment, or professional interview assessment, that
    There must be workplace evidence against each                           has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                     Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                         also have their own independent external assessment,
    evidence must be provided to cover the remaining items                  moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                 understanding can also be demonstrated through
                                                                            presented performance evidence.
    Product Evidence:
                                                                       (1) How do you monitor tests and recommend
    The candidate must produce documentary evidence from the               modifications to maintain compliance with test
    workplace covering the following item(s) that are considered to        requirements? (evaluation) (a) [1]
    be common and key/critical to demonstrating competence
                                                                       (2) How do you ensure that physical tests are conducted in
(1) Record(s) and report(s) of tests including: conduct; safe
                                                                           a way which balances accuracy and cost and keeps
    working practices, samples taken; time; problems
                                                                           disruption to a minimum? (application) (b) [1]
    (a,b,c,d,e) [1,2,3]
                                                                       (3) How do you consult with experts when specialist
(2) Record(s) of test monitoring and recommended                           information is needed which is relevant to the test?
    modifications (a) [1,2,3]
                                                                           (application) (c) [1]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (4) How do you ensure that sample size is sufficient to test
                                                                           the required properties, and maintain their integrity
Process Evidence:                                                          (application) (e) [1]

(1) Records of checks that equipment is calibrated (d)                 (5) How do you ensure that test data is recorded and
                                                                           stored securely for later analysis? (application) (f) [1]

                                                                       (6) How do you ensure that test data is communicated to
                                                                           those who need it? (application) (f) [1]

                                                                       (7) How do you keep a clear and accurate record of the
                                                                           time spent on the test and of any problems that come
                                                                           up which may affect cost or accuracy? (application) (g)
                                                                           [1]

                                                                       (8) How do you conform to safe working practices during
                                                                           testing? (application) (c) [2]

                                                                       (9) How do you ensure that only calibrated equipment is
                                                                           used to maintain accuracy? (application) (d)




                                                                      40
41
Site Inspection Level 3 SIL3

The Unit:

SIL3/O07          Monitoring the commissioning of engineering installations


The Standards that are part of this Unit

SIL3/O07.1        Monitor the commissioning of engineering installations

The Unit Commentary

This Optional Unit is about the processes involved in the monitoring and commissioning of engineering installations. You will
need to confirm that the engineering installations meet specifications and comply with guidelines. It is also about using the
appropriate information systems to record results of the commissioning.




                                                             42
O07 Monitoring the commissioning of engineering installations

O07.1 Monitor the commissioning of engineering installations


Performance Criteria - this involves...                      The Range...
(a) identifying the relevant methods and procedures for      [1] Procedures, specifications, regulations and
    commissioning the engineering installations                  guidelines:
                                                                  (1) design;
(b) confirming that conditions are suitable to implement          (2) assembly;
    the commissioning and that the necessary resources            (3) installation;
    are available                                                 (4) commissioning;
                                                                  (5) configuration;
(c) ensuring that the commissioning is implemented                (6) maintenance;
    correctly                                                     (7) decommissioning;
                                                                  (8) operations
(d) identifying any problems with the commissioning and
    referring them to relevant stakeholders                  [2] Engineering installations:
                                                                  (1) components;
(e) confirming that the engineering installations meet            (2) equipment;
    specifications and comply with all relevant                   (3) products;
    regulations and guidelines                                    (4) services;
                                                                  (5) systems
(f)   ensuring that the results of the commissioning are
      recorded in the appropriate information systems and    [3] Commissioning:
      passed to stakeholders                                      (1) tests;
                                                                  (2) trials;
                                                                  (3) configuration;
                                                                  (4) hand-over

                                                             [4] Conditions:
                                                                  (1) authorisation;
                                                                  (2) availability of resources;
                                                                  (3) preparation of products;
                                                                  (4) preparation of site;
                                                                  (5) health and safety;
                                                                  (6) environmental

                                                             [5] Stakeholders:
                                                                   (1) clients;
                                                                   (2) users;
                                                                   (3) consultants;
                                                                   (4) contractors;
                                                                   (5) regulating authorities




                                                            43
O07 Monitoring the commissioning of engineering installations

O07.1 Monitor the commissioning of engineering installations


The Evidence - performance                                            Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                     Knowledge evidence may be established from
    candidate consistently meets all the following                        questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                          industry education and training programme
                                                                          assessment, or professional interview assessment, that
    There must be workplace evidence against each                         has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                   Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                       also have their own independent external assessment,
    evidence must be provided to cover the remaining items                moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.               understanding can also be demonstrated through
                                                                          presented performance evidence.
    Product Evidence:
                                                                      (1) How do you confirm that the engineering installations
    Simulations are considered to be an acceptable alternative for        meet specifications and comply with all relevant
    producing evidence for the following item(s) which is/are             regulations and guidelines? (application) (e) [1,2]
    considered to be rare/infrequent, but key/critical to
    demonstrating competence. The following realistic working
                                                                      (2) What do you identify as problems with the
    environment and context must be adopted for the simulation:
    appropriate:                                                          commissioning? (understanding) (d) [3]

    tools, equipment and instruments                                  (3) What do you identify as the relevant methods and
    standards and quality specifications                                  procedures for commissioning the engineering
    types of interaction                                                  installations? (understand) (a) [1,2]
    communication methods and media
    information and data.                                             (4) How do you confirm that conditions are suitable to
                                                                          implement the commissioning and the necessary
(1) Identified models and procedures for commissioning
                                                                          resources are available? (application) (b) [3,4]
    engineering installations (a) [1,2,3]
                                                                      (5) How do you ensure that the commissioning is
(2) Record(s) of plans for commissioning which include
                                                                          implemented correctly? (application) (c) [3]
    conditions and resources (b,c) [2,3,4]
                                                                      (6) How do you refer any problems with the
(3) Record(s) of and results of commissioning                             commissioning to relevant stakeholders?
    implementation which include problem (d,e,f,) [1,2,3,5]
                                                                          (application) (d) [3,5]
Process Evidence:
                                                                      (7) How do you ensure that the results of the
                                                                          commissioning are recorded in the appropriate
None applicable                                                           information systems and passed to stakeholders?
                                                                          (application) (f) [3,5]




                                                                     44
45
Site Inspection Level 3 SIL3

The Unit:

SIL3/O08         Plan and monitor maintenance programmes


The Standards that are part of this Unit

SIL3/O08.1       Plan and monitor maintenance programmes

The Unit Commentary

This Optional Unit is about the implementation of maintenance programmes. It is about planning and scheduling
maintenance programmes and ensuring that they comply with statutory and organisational requirements. It is also about
monitoring programmes and keeping appropriate records.




                                                           46
O08 Plan and monitor maintenance programmes

O08.1 Plan and monitor maintenance programmes


Performance Criteria - this involves...                        The Range...
(a) planning and scheduling in accordance with agreed          [1] Maintenance:
    objectives for the maintenance of property                      (1) scheduled and preventative;
                                                                    (2) unscheduled and corrective;
(b) reviewing influencing factors and guidance material             (3) emergency
    about the maintenance of property
                                                               [2] Property:
(c) prioritising the maintenance and having regard to all           (1) structure;
    the influencing factors                                         (2) materials;
                                                                    (3) finishes;
(d) preparing and agreeing plans and schedules of                   (4) fittings;
    maintenance for implementation with the line manager            (5) services;
                                                                    (6) external works
(e) monitoring the programme and addressing specific
    resources and performance issues and recommending          [3] Influencing factors:
    appropriate action during the execution of the works             (1) changing user requirements;
                                                                     (2) contractual requirements;
(f)   ensuring the compliance of statutory requirements for          (3) statutory requirements;
      the maintenance of both planned preventative and               (4) health and safety requirements;
      emergency works                                                (5) resource allocation;
                                                                     (6) operational requirements;
(g) ensuring that accurate monitoring records are                    (7) environmental considerations;
    maintained and retained                                          (8) fair wear and tear/damage;
                                                                     (9) heritage status

                                                               [4] Guidance material:
                                                                    (1) owners manuals;
                                                                    (2) log books;
                                                                    (3) maintenance schedules and manuals;
                                                                    (4) practice guides and specifications

                                                               [5] Resources:
                                                                    (1) materials;
                                                                    (2) plant and equipment;
                                                                    (3) finance;
                                                                    (4) time;
                                                                    (5) personnel

                                                               [6] Statutory requirements:
                                                                     (1) testing;
                                                                     (2) examination;
                                                                     (3) inspection;
                                                                     (4) certification;
                                                                     (5) health and safety




                                                              47
O08 Plan and monitor maintenance programmes

O08.1 Plan and monitor maintenance programmes


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the
    candidate consistently meets all the following                     (1) How and why do you plan and schedule in accordance
    performance criteria across the scope/range.                           with agreed objectives for the maintenance of
                                                                           property? (synthesis) (a) [1,2]
    There must be workplace evidence against each
    performance criterion. Where the workplace evidence                (2) How and why do you review influencing factors and
    does not cover the whole scope/range, knowledge                        guidance material about the planned preventative
    evidence must be provided to cover the remaining items                 maintenance of property? (analysis) (b) [1,2,3,4]
    of scope/range for each relevant performance criterion
                                                                       (3) How and why do you prioritise the maintenance having
Product Evidence:                                                          regard to all the influencing factors? (analysis)
                                                                           (c)[1,2,3]
    The candidate must produce documentary evidence from the
    workplace covering the following item(s) that are considered to    (4) How and why do you prepare plans and schedules of
    be common and key/critical to demonstrating competence                 maintenance for implementation? (application) (d) [1]

                                                                       (5) How and why do you agree plans and schedules of
(1) Agreed plan(s) and schedule(s) of plans and schedules                  maintenance for implementation with the line
    of maintenance which include agreed organisational
                                                                           manager? (evaluation) (d) [1]
    objectives for the maintenance, reviews of influencing
    factors, guidance material and priorities (a,b,c,d)
                                                                       (6) How and why do you monitor the programme and
    [1,2,3,4]                                                              address specific resources and performance issues?
                                                                           (analysis) (e) [5]
(2) Record(s) of implemented and monitored maintenance
    programmes and of recommended action taken to
                                                                       (7) How and why do you recommend appropriate action
    address resource and performance issues (e,f,g) [5,6]
                                                                           during the execution of the works? (synthesis) (e)[5]
(3) Monitoring records (g) [5,6]                                       (8) How do you ensure the compliance of statutory
                                                                           requirements for the maintenance of both planned
Simulations are not considered to be acceptable for
                                                                           preventative and emergency works? (application) (f)
producing this evidence.
                                                                           [1,2,6]
Process Evidence:
                                                                       (9) How do you ensure that accurate monitoring records
                                                                           are maintained and retained? (application) (g) [5,6]
None applicable




                                                                      48
49
Site Inspection Level 3 SIL3

The Unit:

SIL3/O09           Operate in a professional manner


The Standards that are part of this Unit

SIL3/O09.1         Operate within standards

SIL3/O09.2         Undertake personal development in the occupational practice area

SIL3/O09.3         Identify and analyse non standard situations


The Unit Commentary

This is an Optional Unit it is about practising ethically and working within recognised good practice.

It is about your Continuing Professional Development (CPD) and reviewing your development needs, deciding how to meet
them, carrying out your development plan and evaluating its success. In order to provide the necessary evidence you must
be able to produce and explain your CPD plans and records.

It is about identifying and analysing non standard situations in order to identify appropriate solutions that will minimise risk
and disruption.




                                                                50
O09 Operate in a professional manner

O09.1 Operate within standards


Performance Criteria - this involves...                         The Range...
(a) making judgments and offering advice which balance          [1] Systems:
    the needs of the client, the resources available and the         (1) indemnity insurance;
    needs of people in the community who are directly and            (2) guarantees;
    indirectly affected                                              (3) contract conditions;
                                                                     (4) bonds
(b) taking clear and unequivocal personal responsibility for
    personal decisions                                          [2] Recognised ethical standards:
                                                                     (1) ethical codes of practice within the occupation
(c) disclosing information obtained from clients only to                  or discipline;
    those who have a statutory right to receive it                   (2) statute law;
                                                                     (3) voluntary codes of practice;
(d) communicating with clients in a style and manner which           (4) duty of care;
    maintains professional independence and maximises                (5) conflicts of interest
    goodwill and trust

(e) defining and agreeing the terms of reference and the
    expectations of the people involved in contracts

(f)   operating within agreed working practices and systems
      which conform to legal requirements, ethical
      standards and recognised good practice




                                                               51
O09 Operate in a professional manner

O09.1 Operate within standards


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How and why do you make judgments which balance
    The candidate must produce documentary evidence from the               the needs of the client, the resources available and the
    workplace covering the following item(s) that are considered to        needs of people in the community who are directly and
    be common and key/critical to demonstrating competence                 indirectly affected? (evaluation) (a) [1,2]
(1) Records of contracts agreements and terms of
                                                                       (2) How do you ensure you disclose information obtained
    reference which include conformance to legal
                                                                           from clients only to those who have a statutory right to
    requirements, ethical standards and recognised good
                                                                           receive it? (application) (c) [1,2]
    practice (c,d,e,f) [1,2]
                                                                       (3) How do you communicate with clients in order to
(2) Record(s) of balanced judgments, advice and personal
                                                                           maintain professional independence? (application) (d)
    decisions (a,b) [1,2]
                                                                           [1,2]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (4) How and why do you offer advice which balances the
                                                                           needs of the client, the resources available and the
Process Evidence:                                                          needs of people in the community who are directly and
                                                                           indirectly affected? (synthesis) (a) [1,2]
None applicable
                                                                       (5) How and why do you take personal responsibility for
                                                                           personal decisions? (evaluation) (b) [1,2]

                                                                       (6) How do you operate within agreed working practices
                                                                           and systems which conform to legal requirements,
                                                                           ethical standards and recognised good practice? (e)
                                                                           [1,2]




                                                                      52
O09 Operate in a professional manner

O09.2 Undertake personal development in the occupational practice area


Performance Criteria - this involves...                        The Range...
(a) defining the personal aims and objectives for              [1] Aims and objectives:
    undertaking personal development                                 (1) preparation for career development;
                                                                     (2) intellectual challenge;
(b) identifying and contacting sources of support and                (3) need for updating;
    guidance for undertaking personal development                    (4) need to provide evidence of vocational
                                                                         competence;
(c) identifying and selecting relevant standards of                  (5) compliance with employer and professional
    competence against which personal development                        requirements;
    can be measured                                                  (6) awareness of development needs

(d) analysing the current personal level of performance        [2] Personal development:
    against the identified standards of competence and              (1) maintenance of competence;
    recording a profile of present competence and personal          (2) development of new competence;
    development needs                                               (3) commitment to vocational excellence

(e) preparing a development plan for achieving identified      [3] Sources of support and guidance:
    development needs                                               (1) national/industry bodies;
                                                                    (2) professional institutions;
(f)   undertaking development activities aimed at                   (3) education and training providers;
      achieving identified development needs, reviewing and         (4) in house;
      recording progress and the effectiveness of the               ( 5) national occupational standards;
      activities                                                    ( 6) current publications (printed & on-line);

(g) measuring achievement of identified development            [4] Standards of competence:
    needs and recording evidence of competence gained                (1) job descriptions;
    against the identified standards of competence                   (2) professional institution requirements;
                                                                     (3) industry national occupational standards
(h) reviewing the cycle of personal development aims
    and objectives and revising and updating aims and          [5] Development plan includes:
    objectives to suit changing circumstances                       (1) objectives;
                                                                    (2) priorities;
                                                                    (3) target dates;
                                                                    (4) development activities

                                                               [6] Development activities:
                                                                    (1) formal courses;
                                                                    (2) research;
                                                                    (3) work experience;
                                                                    (4) personal study

                                                               [7] Reviewing:
                                                                    (1) self;
                                                                    (2) in conjunction with others




                                                              53
O09 Operate in a professional manner

O09.2 Undertake personal development in the occupational practice area

The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How do you revise and update personal development
    The candidate must produce documentary evidence from the               aims and objectives to suit changing circumstances?
    workplace covering the following item(s) that are considered to        (application) (h) [1,2]
    be common and key/critical to demonstrating competence
                                                                       (2) How and why do you review the cycle of personal
(1) Record(s) of personal development aims and objectives                  development aims and objectives? (analysis) (h)
    which include sources of support and guidance and
                                                                           [1,2,7]
    selected standards of competence and reviews and
    updates (a,b,c,h)                                                  (3) How and why do you define the personal aims and
                                                                           objectives for undertaking personal development?
(2) Profile(s) of present competence identified against
                                                                           (evaluation) (a) [1,2]
    standards of competence (d) [4]
                                                                       (4) What do you identify as sources of support and
(3) Personal development plan(s) which include identified                  guidance for undertaking personal development?
    development needs (d,e) [5]
                                                                           (understanding) (b) [2,3]
(4) Record(s) of developed progress achievement and
                                                                       (5) How do you contact sources of support and guidance
    evidence of competence identified against standards of
                                                                           for undertaking personal development? (application)
    competence (f,g) [4,6]
                                                                           (b) [2,3]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (6) What do you identify as relevant standards of
                                                                           competence against which personal development
Process Evidence:                                                          can be measured? (understanding) (c) [2,4]

None applicable                                                        (7) How do you record a profile of present competence and
                                                                           personal development needs? (application) (d) [4]

                                                                       (8) How do you measure achievement of identified
                                                                           development needs and record evidence of
                                                                           competence gained against the identified standards of
                                                                           competence? (application) (g) [4]

                                                                       (9) How and why do you analyse the current personal level
                                                                           of performance against the identified standards of
                                                                           competence? (analysis) (d) [4]

                                                                       (10) How and why do you select relevant standards of
                                                                            competence against which personal development
                                                                            can be measured? (evaluation) (c) [2,4]

                                                                       (11) How and why do you prepare a development plan?
                                                                            (synthesis) (e) [5]

                                                                       (12) How do you record progress and the effectiveness of
                                                                            the activities development activities? (application) (f)
                                                                            [6]

                                                                       (13) How and why do you review progress and the
                                                                            effectiveness of the development activities? (analysis)
                                                                            (f) [6]

                                                                       (14) How and why do you undertake development
                                                                            activities? (evaluation) (f) [6]

                                                                      54
O09 Operate in a professional manner

O09.3 Identify and analyse non standard situations



Performance Criteria - this involves...                          The Range...
(a) identifying where non standard situations exist,             [1] Information - sources:
    summarising the issues for the people who are affected             (1) project information;
    and concerned                                                      (2) own experience and practice;
                                                                       (3) manual and electronic information systems (e.g.
(b) assessing the accuracy and completeness of the                          libraries, technical journals, databases);
    information available and identifying any significant              (4) other colleagues and specialists
    gaps obtaining enough additional information
                                                                 [2] Tests:
(c) identifying and requesting appropriate tests to collect           (1)     site investigation;
    information which cannot be obtained directly                     (2)     physical surveys;
                                                                      (3)     materials and systems tests;
(d) using aids and techniques to analyse and identify                 (4)     laboratory analysis;
    potential solutions                                               (5)     examination of compliance with statutory,
                                                                              health and safety, environmental and other
(e) proposing, recording and justifying, using clear criteria                 ruling constraints
    and reasoned arguments, ethical decisions which are
    likely to resolve the situation with the least disruption    [3] Aids and Techniques
    and risk                                                           (1) official guidance;
                                                                       (2) experts;
                                                                       (3) precedent;
                                                                       (4) SWOT analysis (strengths, weaknesses,
                                                                            opportunities and threats)

                                                                 [4] Criteria:
                                                                      (1) the interests of the stakeholders;
                                                                      (2) legal;
                                                                      (3) conformity with recognised good practice;
                                                                      (4) based on up to date information;
                                                                      (5) cost-effectiveness;
                                                                      (6) resources;
                                                                      (7) safety;
                                                                      (8) return to operational state;
                                                                      (9) SWOT analysis (strengths, weaknesses,
                                                                             opportunities and threats)




                                                                55
O09 Operate in a professional manner

O09.3 Identify and analyse non standard situations



The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as any significant gaps in the
    The candidate must produce documentary evidence from the               information available? (understanding) (b) [1]
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence             (2) How do you obtain enough additional information?
                                                                           (application) (b) [1]
(1) Assessment(s) and summary(ies) of non-standard
                                                                       (3) How and why do you assess the accuracy and
    problems and completeness of information obtained                      completeness of the information? (analysis) (b) [1]
    (a,b) [1]
                                                                       (4) How and why do you identify, request and appropriate
(2) Records of tests used to collect information (c) [1,2]                 tests to collect information which cannot be obtained
                                                                           directly? (application) (c) [1,2]
(3) Records of analyses and identification of potential
    solutions, including aids and techniques used (d) [3]              (5) How and why do you analyse appropriate tests?
                                                                           (analysis) (c) [2]
(4) Record(s) of solution(s) which have been proposed,
    recorded and justified which include criteria (e) [4]
                                                                       (6) Where do you identify where non standard problems
                                                                           exist? (understanding) (a) [1]
    Simulations are not considered to be acceptable for producing
    this evidence.
                                                                       (7) How do you summarise problems for the people who
Process Evidence:                                                          are affected and concerns? (application) (a) [1]

None applicable                                                        (8) How do you use aids and techniques to analyse and
                                                                           identify potential solutions? (application) (d) [3]

                                                                       (9) How and why do you propose, record and justify using
                                                                           clear criteria solutions and procedures which are likely
                                                                           to solve the problem with the least disruption and risk?
                                                                           (evaluation) (e) [4]




                                                                      56
57
Site Inspection Level 3 SIL3

The Unit:

SIL3/O10          Work with others


The Standards that are part of this Unit

SIL3/O10.1        Participate in meetings (imported MSC standard D12)

SIL3/O10.2        Develop and maintain relationships with people who are affected by your work

SIL3/O10.3        Collate information relevant to a dispute (Based on CIC D41.2)


The Unit Commentary

This is an Optional Unit it is about taking part in meetings. This means getting involved with the business of the meeting and
making appropriate contributions

It is about developing and maintaining good working relationships. This is achieved by communicating information and
offering advice about work activities in an appropriate level of detail and manner. It is about clarifying and resolving any
conflicts of opinion to maintain good will.

It is about identifying, collating and evaluating information relevant to a dispute. It is about using reasoned argument to
support your case and this may involve consultation with experts to produce recommendations for future action.




                                                               58
O10 Work with others

O10.1 Participate in meetings (imported MSC standard D12)


Performance Criteria - this involves...
(a) Brief yourself on the content of the meeting, identify
    relevant information and clarify your opinions on various
    agenda items.

(b) Consult with those who have an interest in the various
    agenda items in order to understand and be able to
    represent their opinions.

(c) Clarify your objectives from the meeting what you hope
    the meeting will achieve.

(d) Present relevant information to the meeting clearly and
    concisely.

(e) Present your opinions and the interests of those you are
    representing in a convincing way, providing evidence to
    support your case, if required.

(f)   Articulate any issues and problems emerging from
      discussions and propose and evaluate possible
      solutions.

(g) Acknowledge and constructively discuss information
    and opinions provided by other people.

(h) Clarify decisions taken on the various agenda items,
    where necessary.

(i)   Communicate decisions clearly and concisely and in a
      timely way to those who have an interest in the various
      agenda items, in line with any communication protocol
      agreed at the meeting.




                                                                59
O10 Work with others

O10.1 Participate in meetings (imported MSC standard D12)


The Evidence - performance                                     Evidence: knowledge and understanding
Product Evidence:                                              (1) The importance of briefing yourself on the content of the
                                                                   meeting.
(1) You address multiple demands without losing focus or
    energy.                                                    (2) How to identify relevant information for the meeting and
                                                                   clarify your opinions on various agenda items.
(2) You show respect for the views and actions of others.
                                                               (3) The importance of consulting those who have an
(3) You present information clearly, concisely, accurately         interest in the various agenda items, and how to do so
    and in ways that promote understanding.                        in order to understand and be able to represent their
                                                                   opinions.
(4) You keep people informed of plans and developments.
                                                               (4) The importance of setting your objectives for the
(5) You state your own position and views clearly and              meeting, and how to do so.
    confidently in conflict situations.
                                                               (5) The importance of presenting relevant information and
(6) You make best use of existing sources of information.          opinions to the meeting clearly and concisely, and how
                                                                   to do so.
(7) You check the validity and reliability of information.
                                                               (6) How to present your opinions and the interests of those
(8) You state own opinions, views and requirements                 you are representing in a convincing way.
    clearly.
                                                               (7) The importance of identifying and articulating any
(9) You present ideas and arguments convincingly and in            issues and problems emerging from discussions, and
    ways that strike a chord with people.                          how to contribute to resolving them.

(10) You listen actively, ask questions, clarify points and    (8) The importance of acknowledging information and
     rephrase others statements to check mutual                    opinions provided by other people and how to discuss
     understanding.                                                these constructively.

Process Evidence:                                              (9) The importance of clarifying decisions taken on various
                                                                   agenda items, where necessary, and how to do so.
None applicable
                                                               (10) The importance of communicating decisions clearly and
                                                                    in a timely way to those who have an interest in the
                                                                    various agenda items, and how to do so in line with any
                                                                    communication protocol agreed at the meeting.

                                                               (11) Industry/sector requirements for participating in
                                                                    meetings.

                                                               (12) The types and sources of information relevant for the
                                                                    meeting.

                                                               (13) People who have an interest in the various agenda
                                                                    items.




                                                              60
O10 Work with others

O10.2 Develop and maintain relationships with people who are affected by your work


Performance Criteria - this involves...                            The Range...
(a) developing, maintaining and encouraging working                [1] Working relationships:
    relationships with people which promote goodwill                    (1) formal;
    and trust                                                           (2) informal

(b) informing people about work activities in an                   [2] People:
    appropriate level of detail and with an appropriate                 (1) clients and customers;
    degree of urgency                                                   (2) employers;
                                                                        (3) employees;
(c) offering advice and help to people about work                       (4) statutory and regulatory bodies;
    activities with sensitivity and encouraging questions,              (5) users and community groups;
    requests for clarification and comments                             (6) contractors;
                                                                        (7) consultants;
(d) presenting proposals for action clearly to people at an             (8) partners;
    appropriate time and with the right level of detail for the         (10) general public;
    degree of change, expenditure and risk involved                     (11) suppliers of products and services;
                                                                        (12) non-English speakers
(e) clarifying with people objections to proposals and
    suggesting alternative proposals                               [3] Promote goodwill and trust:
                                                                        (1) demonstrating a duty of care;
(f)   resolving conflicts and differences of opinion in ways            (2) ethical relationships;
      which minimise offence, and maintain goodwill, trust              (3) professional independence;
      and respect                                                       (4) honouring promises and undertakings;
                                                                        (5) honest relationships;
                                                                        (6) constructive relationships;
                                                                        (7) equal opportunities

                                                                   [4] Informing, offering advice, presenting and
                                                                       clarifying:
                                                                         (1) orally;
                                                                         (2) in writing;
                                                                         (3) using graphics;
                                                                         (4) electronically

                                                                   [5] Work activities:
                                                                        (1) progress;
                                                                        (2) results;
                                                                        (3) achievements;
                                                                        (4) emerging threats;
                                                                        (5) risks;
                                                                        (6) opportunities




                                                                  61
O10 Work with others

O10.2 Develop and maintain relationships with people who are affected by your work


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How do you maintain and encourage working
    The candidate must produce documentary evidence from the               relationships with people which promote goodwill
    workplace covering the following item(s) that are considered to        and trust? (application) (a) [1,2,3]
    be common and key/critical to demonstrating competence
                                                                       (2) How and why do you develop working relationships
(1) Information and advice provided about work activities                  with people which promote goodwill and trust?
    (a,b,c,f) [all]
                                                                           (synthesis) (a) [1,2,3]
(2) Proposal(s) presented, including clarification and
                                                                       (3) How and why do you resolve conflicts and differences
    alternatives offered (a,d,e,f) [1,2,3,4]
                                                                           of opinion in ways which minimise offence, and
                                                                           maintain goodwill, trust and respect? (synthesis) (f) [3]
    Simulations are not considered to be acceptable for producing
    this evidence.
                                                                       (4) How do you encourage questions, requests for
Process Evidence:                                                          clarification and comments? (application) (c) [4]

(1) Information, advice and presentations (all) [all]                  (5) How do you present proposals for action to people?
                                                                           (application) (d) [2,4]

                                                                       (6) How do you clarify with people objections to
                                                                           proposals? (application) (e) [2,4]

                                                                       (7) How and why do you suggest alternative proposals
                                                                           where objections have been raised in respect of
                                                                           existing proposals? (synthesis) (e) [2,4]

                                                                       (8) How do you inform people about work activities in an
                                                                           appropriate level of detail and with an appropriate
                                                                           degree of urgency? (application) (b) [4,5]

                                                                       (9) How and why do you offer advice and help to people
                                                                           about work activities? (synthesis) (c) [2,4,5]




                                                                      62
O10 Work with others

O10.3 Collate information relevant to a dispute (Based on CIC D41.2)



Performance Criteria - this involves...                          The Range...
(a) identifying and collating information which is relevant      [1] Information which is relevant to the dispute:
    to the dispute, within the time limits, identifying                (1) contract documents;
    potentially inaccurate information and clarifying it with          (2) correspondence;
    the people who produced it                                         (3) instructions;
                                                                       (4) contract records;
(b) obtaining information about similar cases, identifying             (5) technical reports;
    key points and common features and producing an                    (6) other evidential material;
    accurate summary                                                   (7) experts

(c) obtaining enough additional information to make a            [2] Dispute - type:
    valid evaluation in instances where the initial                   (1) construction;
    information is incomplete                                         (2) contracts;
                                                                      (3) variations;
(d) evaluating all the information which is relevant to the           (4) third party claims
    dispute, identifying in writing information which will
    support the case and summarising and justifying it in a
    reasoned argument

(e) consulting with experts, and providing them with a clear,
    valid and accurate summary, in cases where expert
    interpretation and judgment is required

(f)   assessing the arguments and the advice received from
      experts, producing justifiable conclusions and
      recommendations for further action and passing this to
      the people involved in the dispute

(g) disclosing information which is relevant to the
    dispute only to those who have a right to see it




                                                                63
O10 Work with others

O10.3 Collate information relevant to a dispute (Based on CIC D41.2)



The Evidence - performance                                            Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                     Knowledge evidence may be established from
    candidate consistently meets all the following                        questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                          industry education and training programme
                                                                          assessment, or professional interview assessment, that
    There must be workplace evidence against each                         has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                   Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                       also have their own independent external assessment,
    evidence must be provided to cover the remaining items                moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.               understanding can also be demonstrated through
                                                                          presented performance evidence.
    Product Evidence:
                                                                      (1) What do you identify as information that is relevant to
    Simulations are considered to be an acceptable alternative for        the dispute and potentially inaccurate information?
    producing evidence for the following item(s) which is/are             (understanding) (a) [1]
    considered to be rare/infrequent, but key/critical to
    demonstrating competence. The following realistic working
                                                                      (2) How do you collate information which is relevant to
    environment and context must be adopted for the simulation:
    appropriate:                                                          the dispute and clarify potentially inaccurate
                                                                          information with the people who produced it?
    types of contingencies                                                (application) (a) [1]
    standards and quality specifications
    relationships with people                                         (3) How do you obtain information about similar cases?
    types of interaction                                                  (application) (b) [1]
    communication methods and media
    information and data.
                                                                      (4) How do you obtain enough additional information to
                                                                          make a valid evaluation in instances where the
(1) Summary(ies) of evaluation(s) of the information about
                                                                          information is incomplete? (application) (c) [1]
    the dispute which include clarifications and
    comparisons with similar cases (a,b,c,d,g) [1,2]
                                                                      (5) How do you disclose information which is relevant to
                                                                          the dispute? (application) (g) [1]
(2) Record(s) of recommendation(s) and assessment of the
    arguments and the advice received from experts (e,f,g)
                                                                      (6) How do you produce an accurate summary of key
    [all]
                                                                          points and common features from similar cases?
Process Evidence:                                                         (application) (b) [2]

                                                                      (7) How do you summarise information which will support
None applicable
                                                                          the case? (application) (d) [1,2]

                                                                      (8) How and why do you identify key points and common
                                                                          features of similar cases? (synthesis) (b) [2]

                                                                      (9) How do you identify information which will support the
                                                                          case? (understanding) (d) [1,2]

                                                                      (10) How and why do you evaluate all the information
                                                                           which is relevant to the dispute and justify
                                                                           information which will support the case? (evaluation) (d)
                                                                           [1,2]

                                                                      (11) How do you consult with experts? (application) (e)

                                                                      (12) How do you produce justifiable conclusions and
                                                                           recommendations for further action and pass them to
                                                                           the people involved in the dispute? (application) (f) [2]

                                                                      (13) How and why do you assess the arguments and the
                                                                           advice received from experts? (analysis) (f)

                                                                      (14) How and why do you provide experts with a clear, valid
                                                                           and accurate summary? (synthesis) (e) [all]




                                                                     64
65
Site Inspection Level 3 SIL3

The Unit:

SIL3/O11          Resolve customer service problems


The Standards that are part of this Unit

SIL3/O11.1        Spot customer service problems (Imported Standard based on ICS Unit 31.1)


SIL3/O11.2        Pick the best solution to resolve customer service problems (Imported Standard based on ICS
                  Unit 31.2)


SIL3/O11.3        Take action to resolve customer service problems (Imported Standard based on ICS Unit 31.1)


The Unit Commentary

This Optional Unit is about maintaining customer satisfaction by identifying and resolving problems with service systems
and procedures.

It is about identifying and implementing options for resolving customer service problem and communicating this to the
customer. You will also need to explain where necessary reasons why the problem has not been resolved to the customer
satisfaction.




                                                            66
O11 Resolve customer service problems

O11.1 Spot customer service problems (Imported Standard based on ICS Unit 31.1)



Performance Criteria - this involves...
(a) listening carefully to your customers about problems
    they have raised

(b) asking your customers about the problem to check your
    understanding

(c) recognising repeated problems and alert the
    appropriate authority

(d) sharing customer feedback with others to identify
    potential problems before they happen

(e) identifying problems with systems and procedures
    before they begin to affect your customers




                                                            67
O11 Resolve customer service problems

O11.1 Spot customer service problems (Imported Standard based on ICS Unit 31.1)



                                                  Evidence: knowledge and understanding
Process Evidence:
                                                  (1) organisational procedures and systems for identifying
None applicable                                       repeated customer service problems

                                                  (2) how to defuse potentially stressful situations

                                                  (3) how to negotiate

                                                  (4) the limitations of what you can offer to your customer




                                               68
O11 Resolve customer service problems

O11.2 Pick the best solution to resolve customer service problems (Imported Standard based on ICS
Unit 31.2)



Performance Criteria - this involves...
(a) identifying the options for resolving a customer service
    problem

(b) working with others to identify and confirm the options
    to resolve a customer service problem

(c) working out the advantages and disadvantages of each
    option for your customer and your organisation

(d) pick the best option for your customer and your
    organisation

(e) identifying for your customer other ways that problems
    may be resolved if you are unable to help




                                                               69
O11 Resolve customer service problems

O11.2 Pick the best solution to resolve customer service problems (Imported Standard based on ICS
Unit 31.2)



                                                  Evidence: knowledge and understanding
Process Evidence:
                                                  (1) organisational procedures and systems for dealing with
None applicable                                       customer service problems

                                                  (2) how to defuse potentially stressful situations

                                                  (3) how to negotiate

                                                  (4) the limitations of what you can offer your customer




                                                70
O11 Resolve customer service problems

O11.3 Take action to resolve customer service problems (Imported Standard based on ICS Unit 31.1)



Performance Criteria - this involves...
(a) discussing and agree the options for solving the
    problem with your customer

(b) taking action to implement the option agreed with your
    customer

(c) working with others and your customer to making sure
    that any promises related to solving the problem are
    kept

(d) keeping your customer fully informed about what is
    happening to resolve problem

(e) checking with your customer to make sure the problem
    has been resolved to their satisfaction

(f)   giving clear reasons to your customer when the
      problem has not been resolved to their satisfaction




                                                             71
O11 Resolve customer service problems

O11.3 Take action to resolve customer service problems (Imported Standard based on ICS Unit 31.1)



                                                  Evidence: knowledge and understanding
                                                  (1) organisational procedures and systems for dealing with
                                                      customer service problems

                                                  (2) how to defuse potentially stressful situations

                                                  (3) the limitations of what you can offer your customer

                                                  (4) how to negotiate




                                                72
73
Site Inspection Level 3 SIL3

The Unit:

SIL3/O12          Inspect property and plan and monitor maintenance


The Standards that are part of this Unit

SIL3/O12.1        Inspect condition of property

SIL3/O12.2        Report on condition of property

The Unit Commentary

This Optional Unit is concerned with undertaking condition inspections and presenting your reports.

It is about actually doing the surveys. You must be able to confirm the scope of the work, organise what you need to carry
out the survey, obtain the necessary permissions, make necessary observations, physical measurements and record the
results.

It is about collating the results of the survey and presenting them in a report. You must be able to demonstrate your
analytical and report-writing skills, and your technical judgement (both quantitative and qualitative).




                                                             74
O12 Inspect property and plan and monitor maintenance

O12.1 Inspect condition of property


Performance Criteria - this involves...                         The Range...
(a) identifying the purpose of the inspection, evaluating       [1] Data - sources:
    available data and obtaining the equipment and                   (1) the client;
    resources and specialist advice that will be needed              (2) land registry;
                                                                     (3) local search;
(b) checking and confirming, before starting the inspection,         (4) tenants;
    that people who will be affected have given their                (5) existing surveys/inspections;
    permission                                                       (6) legal documents;
                                                                     (7) historical;
(c) identify and manage personal health and safety risks             (8) occupiers;
    relating to inspections                                          (9) local authority records

(d) taking accurate observations and measurements of            [2] Health and safety risks:
    parts and characteristics of the property which are              (1) falls from height;
    necessary for the purpose of the inspection and                  (2) slips, trips and falls (same height);
    recording them clearly, accurately and completely using          (3) hit by falling or moving objects;
    agreed formats and organisational conventions                    (4) manual handling;
                                                                     (5) health issues;
(e) identifying gaps in information and obtaining and                (6) power sources;
    evaluating additional data needed about the property             (7) hazardous substances;
    and its use                                                      (8) trapped by something collapsing or overturning;
                                                                     (9) confined spaces;
                                                                     (10) fire;
                                                                     (11) obstructions;
                                                                     (12) moving vehicles;
                                                                     (13) water;
                                                                     (14) security breaches;
                                                                     (15) sector or context specific

                                                                [3] Parts:
                                                                     (1)     structure;
                                                                     (2)     fabric;
                                                                     (3)     services;
                                                                     (4)     building environment and functional factors;
                                                                     (5)     energy efficiency (thermal insulation, heating,
                                                                             ventilation)

                                                                [4] Characteristics:
                                                                     (1) age;
                                                                     (2) type;
                                                                     (3) construction;
                                                                     (4) size;
                                                                     (5) heritage status




                                                               75
O12 Inspect property and plan and monitor maintenance

O12.1 Inspect condition of property


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) What do you identify as the purpose of the inspection?
    The candidate must produce documentary evidence from the               (understanding) (a)
    workplace covering the following item(s) that are considered to
    be common and key/critical to demonstrating competence             (2) How do you obtain the equipment and resources and
                                                                           specialist advice that will be needed? (application) (a)
(1) Evaluation(s) of available and additional data (a,e)[1]
                                                                           [2]
(2) Record(s) of inspection(s) which include equipment,                (3) How and why do you evaluate available data?
    resources and levels of professional support and advice
                                                                           (evaluation) (a) [1]
    obtained, permissions, observations and
    measurements, agreed formats and conventions                       (4) How do you obtain additional data needed about the
    (a,b,c,d) [1,2,3]
                                                                           property and its use? (application) (e) [1]
    Simulations are not considered to be acceptable for producing
    this evidence.                                                     (5) How and why do you evaluate additional data needed
                                                                           about the property and its use? (evaluation) (e) [1]
Process Evidence:
                                                                       (6) What do you as identify gaps in information?
None applicable                                                            (understanding) (e) [1]

                                                                       (7) How do you check, before starting the inspection, that
                                                                           people who will be affected have given their
                                                                           permission? (application) (b)

                                                                       (8) How do you take and record accurate observations and
                                                                           measurements of the parts and characteristics of the
                                                                           property which are necessary for the inspection, using
                                                                           agreed formats and conventions? (application) (d) [3,4]

                                                                       (9) How do you identify personal health and safety risks
                                                                           relating to inspections? (understanding) (c) [2]

                                                                       (10) How do you manage personal health and safety risks
                                                                            and relating to inspections? (understanding) (c) [2]




                                                                      76
O12 Inspect property and plan and monitor maintenance

O12.2 Report on condition of property


Performance Criteria - this involves...                          The Range...
(a) assembling and collating information on the condition        [1] Information - sources:
    of property                                                        (1) the client;
                                                                       (2) occupiers;
(b) identifying possible causes of failure and deterioration           (3) survey data;
    and the implications and consequences                              (4) industry standards and legislation;
                                                                       (5) inspection observations and measurements
(c) preparing and submitting a report which is accurate,
    complete, clearly specifies the level of condition, and      [2] Level of condition:
    contains all relevant information                                 (1) age, type, construction, size & heritage status;
                                                                      (2) condition rating;
(d) clarifying and justifying findings and explaining clearly         (3) energy efficiency;
    instances where and why accurate inspection and                   (4) susceptibility to damage;
    measurement has not been possible                                 (5) safety requirements;
                                                                      (6) need to inhibit deterioration;
(e) maintaining records which are clear, accurate and                 (7) meet minimum legal standards;
    complete and conform to accepted professional and                 (8) suspected concealed defects
    statutory requirements
                                                                 [3] Relevant information:
                                                                      (1) meets relevant codes of practice and
                                                                            standards;
                                                                      (2) recommended remedial work;
                                                                      (3) any qualifying factors;
                                                                      (4) need for further investigation




                                                                77
O12 Inspect property and plan and monitor maintenance

O12.2 Report on condition of property


The Evidence - performance                                             Evidence: knowledge and understanding
    Taken as a whole, the evidence must show that the                      Knowledge evidence may be established from
    candidate consistently meets all the following                         questioning the candidate, or from industry recognised
    performance criteria across the scope/range.                           industry education and training programme
                                                                           assessment, or professional interview assessment, that
    There must be workplace evidence against each                          has been matched to the requirements of the National
    performance criterion. Where the workplace evidence                    Occupational Standards. Such assessments should
    does not cover the whole scope/range, knowledge                        also have their own independent external assessment,
    evidence must be provided to cover the remaining items                 moderation or verification. A candidate’s knowledge and
    of scope/range for each relevant performance criterion.                understanding can also be demonstrated through
                                                                           presented performance evidence.
    Product Evidence:
                                                                       (1) How do you maintain records? (application) (e) [1]
    The candidate must produce documentary evidence from the
    workplace covering the following item(s) that are considered to    (2) How do you assemble and collate information on the
    be common and key/critical to demonstrating competence                 condition of property? (application) (a) [1]
(1) Report which includes collated information identified
                                                                       (3) What do you identify as causes of failure and
    causes of possible failure and deterioration, implications
                                                                           deterioration and the implications and consequences?
    and consequences specified level of condition,
                                                                           (understanding) (b)
    recommended remedial work, qualifications and
    explanations (all) [all]
                                                                       (4) How and why do you clarify and justify findings?
                                                                           (synthesis) (d) (All)
(2) Internal record(s) (e) [1]
                                                                       (5) How do you explain clearly instances where and why
    Simulations are not considered to be acceptable for producing
    this evidence.                                                         accurate inspection and measurement has not been
                                                                           possible? (application) (d)
Process Evidence:
                                                                       (6) How do you prepare and submit a report in full and
None applicable                                                            clearly specifies the level of condition, and contains all
                                                                           relevant information? (application) (c) [2,3]




                                                                      78

								
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