IDENTIFICATION OF WORK

Transcription

1 THE SOUTH AFRICAN COUNCIL fr the QUANTITY SURVEYING PROFESSION DIE SUID-AFRIKAANSE RAAD vir die BOUREKENAARSPROFESSIE Established in terms f the Quantity Surveying Prfessin Act 2000 (Act 49 f 2000) Ingestel ingevlge die Wet p die Burekenaarsprfessie 2000 (Wet 49 van 2000) IDENTIFICATION OF WORK TO BE PERFORMED BY PERSONS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT 2000 (ACT NO. 49 OF 2000) Date: 19 August 2011 Unit B26, Blck B, Lne Creek, Waterfall Park Bekker Rad, Vrna Valley Ext 21 MIDRAND, 1686 P O Bx 654 HALFWAY HOUSE 1685 Tel: (011) August 2011

2 Fax: (011) July 2011: DRAFT 1 inclusive f Overlaps - apprval by the SACP pending Page 2 f 28

3 TABLE OF CONTENTS PAGE 1 INTRODUCTION 3 2 DEFINITIONS 3 3 GOALS AND OBJECTIVES 5 4 GENERAL INFORMATION: WORK TO BE PERFORMED BY PERSONS REGISTERED IN TERMS OF ACT 49/ Descriptin f the Quantity Surveying Prfessin Nature and Type f Prjects Applicatin f the Prvisin f this Dcument Prject Wrk Stages General Ntes 7 5 QUANTITY SURVEYING WORK 8 6 PROVISIONS OF THE QUANTITY SURVEYING PROFESSION ACT Cmpliance with the Quantity Surveying Prfessin Act, Imprper Cnduct 10 7 OVERLAPS: WORK WHICH PERSONS REGISTERED IN TERMS OF OTHER LEGISLATION WISH TO PERFORM IN CONTRAVENTION OF THAT WORK BEING RESERVED FOR PERFORMANCE BY PERSONS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT 2000 (ACT NO 49 OF 2000) 11 ANNEXURES ANNEXURE A SACP GUIDELINES: ASSESSMENT OF PROFESSIONAL 12 COMPETENCE ANNEXURE B SCOPE OF SERVICES TO BE INCLUDED IN A CLIENT/ 18 QUANTITY SURVEYOR AGREEMENT ANNEXURE C SACP REGISTRATION ROUTES FOR CANDIDATE QUANTITY 25 SURVEYORS ANNEXURE D LIST OF ACCREDITED PROGRAMMES OFFERED BY TERTIARY INSTITUTIONS IN SOUTH AFRICA August 2011: Page 3 f 28

4 1.0 INTRODUCTION The fllwing are detailed descriptins f standard activities and functins inherent in delivering prfessinal Quantity Surveying () services. In essence, this dcument defines the wrk set aside fr persns registered as Quantity Surveyrs in the specified categries f registratin The cntents f this dcument describe standard services which are generic t mst Built Envirnment prjects. There is ften a lack f cmprehensin f the wrk perfrmed by Quantity Surveyrs. This is t the general detriment f the cnstructin industry macr ecnmy and the micr-ecnmy f the individual prjects in terms f prfitability / feasibility, cst management and value fr mney derived by clients f the industry. Identificatin f wrk fr persns registered in terms f Sectin 18 f Act 49/ ptimises the applicatin f scarce, highly-skilled human resurces, - minimises a client s financial risk, - prmtes best value fr mney spent, - prtects the Public Sectin 26 f the Act requires SACP t make recmmendatins t the Cuncil fr the Built Envirnment (CBE), regarding the wrk identified in terms f subsectin (2) and prhibits a persn nt registered in terms f this Act t perfrm any kind f wrk identified fr any categry f prfessinal registered in terms f this Act. 2.0 DEFINITIONS Built Envirnment refers t the functinal field in which registered persns practice. The Built Envirnment includes all structures that are planned and/r erected abve r undergrund, as well as the land utilised fr the defined purpses and the prvisin f supprting infrastructure. Quantity surveying is the prvisin f expert, prfessinal services and advice n cnstructin prcurement, cntracting and csts. Quantity surveyrs are trained, experienced specialists wh have acquired cmprehensive knwledge f cnstructin prcurement and cntracting methds, finance and ecnmics. They advise, cllabrate and c-perate with members f ther Built Envirnment Prfessins. T prtect their clients interests, Quantity surveyrs: advise n cnstructin prcurement methds and evaluatin f tenders, cntracting strategies and cnditins f cntract advise n and prvisin f cnstructin cst planning, cst analysis and cst cntrl f prjects advise and undertake value engineering and life cycle csting exercises and estimatin f replacement cst fr insurance purpses undertake financial feasibility ( viability / prfitability) studies t predict pssible rates f return n cmmercial investment prjects prepare and cmpile prcurement dcumentatin including tender, pricing and cntract data, bills f quantities / activity schedules / schedules f rates and ther tender dcuments including main-, subcntract and specialist services agreements evaluate tenders and make recmmendatins n suitability and pricing f tenders and reprt findings accrdingly manage all the financial aspects f cnstructin prjects including the preparatin f valuatins fr payment certificates in rder t ensure that prjects are cnstructed within apprved budgets prepare valuatin f variatins t the scpe f wrk including negtiatin f rates and prices and the preparatin and cnclusin f financial final accunts with main- and subcntractrs advise n cntractual matters including reslutin f cntractual claims and disputes act as principal agents in terms f cnstructin cntracts Quantity Surveyr is a persn wh is registered as such in terms f the Quantity Surveying Prfessin Act, 2000 (Act N. 49 f 2000, as amended) Wrks means all wrk executed r intended t be executed in accrdance with a cnstructin cntract. 19 August 2011 Page 4 f 28

5 Principal Agent means a persn r entity appinted by a client, and wh has full authrity and bligatin t act n behalf f that client in terms f a cnstructin cntract. Principal Cnsultant means a persn r entity appinted by a client t manage and administer the services f all ther cnsultants appinted t prvide prfessinal services n a specific prject. Cntractr means any persn r legal entity entering int a cntract with a client fr the executin f the wrks r part theref f a specific prject. Nminated Sub-cntractrs are specialist- and ther sub-cntractrs wh are nminated by a Principal Cnsultant t execute wrk r supply and fix any gds in terms f a specific cntract. Selected Sub-cntractrs are specialists and ther sub-cntractrs wh are selected by a cntractr in cnsultatin with a Principal Cnsultant t execute wrk r supply and fix any gds in terms f a specific cntract. Dmestic Sub-cntractrs are specialists and ther sub-cntractrs wh are selected and appinted by a cntractr t execute wrk r supply and fix any gds in terms f a specific cntract. Direct Cntractrs are cntractrs appinted by a client t execute wrk ther than the wrks related t a specific cntract. Suppliers are persns r entities appinted by a client t supply gds and prducts fr incrpratin int the wrks related t a specific cntract. Cnstructin Prgramme is an apprpriately detailed prgramme fr the wrks related t a specific cntract, which is used fr mnitring the prgress f thse wrks and indicates the lgical sequence and duratin f all activities t be cmpleted by the cntractrs, sub-cntractrs and suppliers. Cntract prgramme is a cnstructin prgramme fr the wrks related t a specific cntract, agreed between the cntractr and the Principal Agent. The Suth African Cuncil fr the Quantity Surveying Prfessin means the Suth African Cuncil fr the Quantity Surveying Prfessin established as a juristic persn by sectin 2 f the Quantity Surveying Prfessin Act, 2000 (Act N. 49 f 2000, as amended), and SACP has the same meaning. Quantity Surveying Prfessin Act means the Quantity Surveying Prfessin Act, 2000 (Act N. 49 f 2000, as amended). Quantity Surveying Wrk means the wrk identified under sectin 4 f this Identificatin f Wrk fr Quantity Surveyrs dcument. Imprper Cnduct cntemplated in sectin 27(3) f the Quantity Surveying Prfessin Act, 2000, as amended), means failure t cmply with the cde f cnduct fr registered persns. Public means any persn r grup f persns wh is, r whse envirnment is either directly r indirectly affected by any quantity surveying activity, r by an utcme r influence f a quantity surveying activity, r by a service prvided in terms f quantity surveying activity, which may impact n the health, safety and interest f such persn r grup f persns 19 August 2011 Page 5 f 28

6 Substantially Practise means regularly and cnsistently executing r perfrming quantity surveying wrk identified in sectin 4 f this Identificatin f Wrk fr Quantity Surveyrs dcument, charging prfessinal fees fr such wrk and accruing prfessinal respnsibility t a client r an emplyer fr the perfrmance f such wrk and related functins. The Cuncil fr the Built Envirnment means the juristic persn established by sectin 2 f the Cuncil fr the Built Envirnment Act, 2000 (Act N 43 f 2000) Sectin 26 f the Act requires SACP t make recmmendatins t the Cuncil fr the Built Envirnment (CBE), regarding the wrk identified in terms f subsectin (2) and prhibits a persn nt registered in terms f this Act t perfrm any kind f wrk identified fr any categry f prfessinal registered in terms f this Act. 3.0 GOALS AND OBJECTIVES The gal f this dcument is t make recmmendatins t the CBE regarding the wrk that is t be Identified fr the quantity surveying prfessin. The bjective f identifying this wrk is t verify cmpetence f registered quantity surveyrs t achieve the fllwing requirements f the Quantity Surveying Prfessins Act t: cmply with legislative requirements, prtect the public by defining the wrk that each registratin categry f the quantity surveying prfessinals can undertake, prtect the envirnment and prmte effective envirnmental management, prmte the sustainability f the develpments, prvide a framewrk fr the identificatin f wrk and the demarcatin f identified wrk between prfessinals, prvide an effective and efficient mechanism fr addressing and recgnising verlaps and duplicatin between wrk identified by different prfessins, ensure that where wrk is t be carried ut by different categries f prfessinals, there are clear and transparent ways f determining the categry f prfessinal t carry ut the wrk, and prmte the transparency and accuntability f the identificatin f wrk prcess 19 August 2011 Page 6 f 28

7 4.0 GENERAL INFORMATION: WORK TO BE PERFORMED BY PERSONS REGISTERED IN TERMS OF ACT 49/ Descriptin f the Quantity Surveying Prfessin Quantity Surveying cmprises a variety f services perfrmed by prfessinal cnsultant Quantity Surveyrs appinted by clients wh wish t invest in prperty develpments r undertake built envirnment cnstructin prjects. Quantity surveyrs ffer prfessinal advice t clients, architects, engineers and ther service prviders n all financial and cntractual matters arising frm built envirnment cnstructin prjects frm inceptin t clse ut. Quantity Surveyrs have a full understanding f varius systems and methds f cnstructin, specialised services and installatins, cnstructin materials, plant (machinery) and labur as well as the many frms f cntract and sub-cntract agreements available fr use in the cnstructin industry. Quantity surveyrs are als cmpetent t advise their clients and ther cnsultants regarding alternative prcurement and cntracting strategies, methds f cnstructin, material, life cycle csts, value engineering alternatives and valuatins f structures fr insurance r ther purpses Prfessinal quantity surveying wrk is undertaken by specialist, frmally educated prfessinals with specific training and experience that prvides a special range f skills that are applied t a wide range f prblem-slving situatins, predminantly related t prject csts and cnstructin cntracts 4.2 Nature and Types f Prjects The nature and types f prjects t be implemented in terms f the Identificatin f Wrk fr Quantity Surveyrs registered in terms f the Quantity Surveying Prfessin Act 2000 (Act N 49 f 2000) shall be all cnstructin wrk within the Built Envirnment. 4.3 Applicatin f the Prvisins f this Dcument The prvisins f this dcument shall be applicable in respect f :- 1. Any quantity surveying wrk perfrmed within the brders f the Republic f Suth Africa (RSA), whether r nt the intended utcme f such wrk is t be executed utside the RSA 2. Any persn wh is nt rdinarily resident in the Republic f Suth Africa, but wh perfrms quantity surveying wrk within the RSA 4.4 Prject Wrk Stages Typical cnstructin prjects cmprise the fllwing Prject Wrk stages: Inceptin: Prject initiatin and briefing: establishing the client s requirements and preferences, assessing user needs and ptins, appintments f cnsultants, establishing the prject brief including prject bjectives, pririties, cnstraints, assumptins, aspiratins and strategies Cncept and Viability: Preparing and finalising the prject cncept in accrdance with the brief including the scpe, scale, character, frm, functin and preliminary prgramme and viability f the prject Design Develpment: Develping the apprved cncept t finalise the design, utline specificatins, cst plan, financial viability and prgramme fr the prject 19 August 2011 Page 7 f 28

8 Dcumentatin and Prcurement Preparing the cnstructin and prcurement dcumentatin, cnfirm and implement the prcurement strategies and prcedures fr effective and timeus prcurement f necessary resurces fr the executin f the prject Cnstructin Preparatin and c-rdinatin f the prcedures and dcumentatin t facilitate practical cmpletin f the wrks; managing, administering and mnitring the cntracts and prcesses, including the preparatin and c-rdinatin f the prcedures and dcumentatin t facilitate practical cmpletin f the wrks Clse Out Fulfilling and cmpleting the prject clse-ut including the preparatin f the necessary dcumentatin t facilitate effective cmpletin, handver and peratin f the prject The generic scpe f Wrk that a prfessinal quantity surveyr may undertake in each f the abve Stages is identified in Annexure B. and the cmpetencies required t carry ut such wrk is utlined in Annexure A and C. 4.5 General Ntes As these stages might verlap, the Standard Services stated in sectin 4 f this Identificatin Of Wrk fr Quantity Surveyrs dcument, may be required t be undertaken during any ne Of the Prject Wrk Stages The rder f the Standard Services des nt necessarily reflect the actual sequence f implementatin. 19 August 2011 Page 8 f 28

9 5 QUANTITY SURVEYING WORK IDENTIFICATION OF WORK TO BE PERFORMED BY QUANTITY SURVEYORS I.E. PERSONS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT, 2000 (ACT NO 49 OF 2000) Hnurs Degree in Quantity Surveying (minimum 360 credits plus minimum: 120 credits) Prfessinal Quantity Surveyr Prvisin f advanced quantity surveying expertise within the fllwing cre activities and delivery f the full scpe f prfessinal services Assciated Cmpetencies (Unit Standard Numbers) Nte: Persns registered as Prfessinal Quantity Surveyrs are permitted t pen their wn firms and practice fr their wn accunts Interacting with relevant stakehlders in the cnstructin industry Interpreting cnstructin drawings and specificatins Basic setting-ut f cnstructin wrks, using apprpriate survey equipment Cmpilatin f price determinatin dcuments and utilising the infrmatin in prject administratin applicatins Taking ff quantities and preparing price determinatin dcuments fr small / simple lad bearing structures Taking ff quantities, preparing and pricing price determinatin dcuments fr bth lad bearing and framed structures Implementing apprpriate budgetary prcesses related t Built Envirnment prjects, cash flw frecasting and management, and preparing financial reprts Preparing cst estimates fr Built Envirnment prjects, including advising n design-cst alternatives, undertaking prject cst nrm analyses, and preparing replacement cst valuatins Undertaking the cst planning and cst cntrl f Built Envirnment prjects Prviding prcurement advice fr Built Envirnment prjects, including matching clients strategic bjectives with prcurement system characteristics Managing payment prcesses during Built Envirnment prject cnstructin Undertake elementary descriptive quantificatin Undertake basic descriptive quantificatin Undertake intermediate descriptive quantificatin Undertake budgetary reprting Prepare cst estimates fr Built Envirnment prjects Prepare fr and implement cst planning and cst mnitring prcesses related t Built Envirnment prjects Prvide prcurement advice fr Built Envirnment prjects Managing payment prcesses during Built Envirnment prject cnstructin 19 August 2011 Page 9 f 28

10 Identifying and managing the effects f scpe-change n Built Envirnment prjects Determining the resurces required by Built Envirnment prject prductin prcesses Undertaking the cntractual management f Built Envirnment prjects Undertaking the strategic planning f Built Envirnment prjects, including cntributing t brief develpment, cst / benefit analyses and ecnmic and financial analyses Prviding advice n apprpriate types f cntract dcuments and price determinatin methds Managing the prductin / preparatin f price determinatin and cst management dcuments fr Built Envirnment prjects Reslving claims, preparing the final accunt and applying clseut prcedures Develping and implementing prject service quality assurance prcedures Undertaking financial feasibility studies fr Built Envirnment prjects, including market need, risk and return analyses Planning and managing envirnmental initiatives fr cnstructin prjects Managing and administering cnstructin prjects n site Manage the effect f change in the nature and scpe f Built Envirnment prjects Determine resurce requirements fr Built Envirnment prjects Apply legal principles t the cntractual management f Built Envirnment prjects Strategic planning f Built Envirnment prjects Prviding advice n cntract dcuments and price determinatin methds fr Built Envirnment prjects Manage prductin prcesses f price determinatin dcuments fr Built Envirnment prjects Reslve claims, settle disputes and apply clse-ut prcedures n Built Envirnment prjects Implement prject service quality assurance n Built Envirnment prjects Undertake financial feasibility studies fr Built Envirnment prjects and Managing cnstructin rganisatinal assets Designing, cmpiling and utilising prject cst infrmatin databases fr the financial management f Built Envirnment prjects eg elemental cst analyses Managing the price determinatin, awarding and evaluatin prcesses assciated with Built Envirnment prjects eg tender prcess management Managing risk n Built Envirnment prjects by identifying, analysing and respnding t risk events Undertaking whle life appraisal f Built Envirnment prjects Cntributing t the sustainability assessment f Built Envirnment prjects Cmpile a prject cst infrmatin database fr Built Envirnment prjects Manage price determinatin prcesses fr Built Envirnment prjects Manage risk n Built Envirnment prjects Undertake whle life appraisal f Built Envirnment prjects Understand the principles f sustainability assessment fr Built Envirnment prjects 19 August 2011 Page 10 f 28

11 Undertaking value management exercises fr Built Envirnment prjects Designing and implementing specialised service quality assurance prcedures Cnducting tax assessments n Built Envirnment prjects, including tax depreciatin, and Value Added Tax (VAT) and Capital Gains Tax (CGT) assessments Cnducting land and related tax assessments f Built Envirnment prjects Cnducting premises-, energy-, maintenance- and asset register audits Taking ff quantities, preparing and pricing price determinatin dcuments fr specialised elements f cmplex buildings Undertaking prfessinal practice management in a quantity surveying enterprise, including structuring the enterprise, negtiating quantity surveyr-client agreements, and applying relevant fee scales Understand value management prcesses n Built Envirnment prjects Design and implement specialised quality assurance prcedures Cnduct tax assessments n Built Envirnment prjects Cnduct land and related tax assessments f Built Envirnment prjects Cnduct specialised audits f Built Envirnment prjects Undertake advanced descriptive quantificatin Understand prfessinal practice management prcedures in a quantity surveying enterprise 6 PROVISIONS FOR REGISTRATION CATEGORIES IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT NO 49 OF Cmpliance with the Quantity Surveying Prfessin Act, Sectin 18(2) states that a persn may nt practise in any f the registratin categries unless he r she is registered in that categry. Tw categries are currently recgnised viz. Prfessinal Quantity Surveyr (Pr) and Candidate Quantity Surveyr (Ca). See Annexures A and C Sectin 18(3) states that a persn wh is registered in the categry f candidate must perfrm wrk in the quantity surveying prfessin nly under the supervisin and cntrl f a prfessinal f a categry as prescribed. Refer Annexure A fr Assessment f Prfessinal Cmpetence which clearly illustrates the aspects that differentiates the cmpetencies between Prfessinal Quantity Surveyr (Pr) and Candidate Quantity Surveyr (Ca) Sectin 26(3)(a) states that a persn wh is nt registered in terms f this Act, may nt perfrm any kind f wrk identified fr any categry f registered persns. Hwever sectin 26(4) states clearly that this may nt be cnstrued as prhibiting any persn frm perfrming wrk identified in terms f sectin 26, if such wrk is perfrmed in the service f r by rder f and under the directin, cntrl, supervisin f r in assciatin with a registered persn entitled t perfrm the wrk identified and wh must assume respnsibility fr any wrk s perfrmed. 6.2 Imprper Cnduct Sectin 27(3) states that all registered persns must cmply with the cde f cnduct and failure t d s cnstitutes imprper cnduct. 19 August 2011 Page 11 f 28

12 7 OVERLAPS: WORK WHICH PERSONS REGISTERED IN TERMS OF OTHER LEGISLATION WISH TO PERFORM IN CONTRAVENTION OF THAT WORK BEING RESERVED FOR PERFORMANCE BY PERSONS REGISTERED IN TERMS OF THE QUANTITY SURVEYING PROFESSION ACT 2000 (ACT NO 49 OF 2000) Sectin 26(1) f the Quantity Surveying Prfessin Act states that the identificatin f the type f quantity surveying wrk which may be perfrmed by persns registered in any f the categries referred t in sectin 18, shuld include wrk which may fall within the scpe f any ther prfessin regulated by the prfessins Act referred t in the Cuncil fr the Built Envirnment Act, It therefre pre-suppses that there may be verlaps amngst the prfessins registered under the varius Built Envirnment Cuncils. The CBE Plicy Framewrk n Identificatin f Wrk recgnises these ptential verlaps and suggests that the issue f verlaps be reslved by the prfessins. Any persn wh substantially practices quantity surveying wrk shuld register with the SACP The fllwing verlaps have been agreed in assciatin with the ther relevant Cuncils. (nte: SACP still needs t discuss the cntent f the table with ther cuncils) : SACPCMP SACAP SACLAP ECSA Stage 1: Inceptin 1.1 Principal Cnsultancy and Principal Agency service as set ut in Annexure B Additinal requirements 1.1 Advise n prcurement plicy fr building prjects withut bills f quantities 1. 1 Advise n prcurement plicy fr landscaping prjects 1.1 Advise n prcurement plicy fr civil, electrical r mechanical prjects 1.2 Principal Cnsultancy and Principal Agency service as set ut in Annexure B Additinal requirements 1.2 Advise n ther cnsultants and services required 1.2 Advise n ther cnsultants and services required 1.2 Advise n ther cnsultants and services required 1.3 Advise n ecnmic factrs affecting the landscaping prject 1.3 Advise n ecnmic factrs affecting the civil, electrical r mechanical prject 1.3 Advise n apprpriate financial design criteria fr building prjects withut bills f quantities 1.4 Advise n appr= priate financial design criteria fr landscaping prjects 1.4 Advise n apprpriate financial design criteria fr civil, electrical r mechanical prjects 2.1 Principal Cnsultancy and Principal Agency services as set ut in Annexure B Additinal requirements Stage 2: Cncept and viability 2.1 Prepare cst estimates fr landscaping prject 2.1 Prepare cst estimates fr civil, electrical r mechanical prjects 19 August 2011 Page 12 f 28

13 3.1 Principal Cnsultancy and Principal Agency services as set ut in Annexure B Additinal requirements Stage 3: Design develpment 3.1 Prepare detailed cst estimates fr landscaping prject Stage 4: Dcumentatin and prcurement 3.1 Prepare detailed cst estimates fr civil, electrical r mechanical prjects 4.1 Principal Cnsultancy and Principal Agency services as set ut in Annexure B Additinal requirements 4.1 Frmulatin f the prcurement strategy fr cntractrs, subcntractrs and suppliers fr building prjects withut bills f quantities 4.1 Frmulatin f the prcurement strategy fr landscape cntractrs, subcntractrs and suppliers 4.1 Frmulatin f the prcurement strategy fr civil, electrical r mechanical cntractrs, subcntractrs and suppliers 4.2 Call fr tenders and/r negtiate prices fr building prjects withut bills f quantities 4.2 Call fr tenders and/r negtiate prices fr landscape prjects 4.2 Call fr tenders and/r negtiate prices fr civil, electrical r mechanical prjects 4.3 Financial evaluatin f tenders fr building prjects withut bills f quantities 4.3 Financial evaluatin f tenders fr landscape prjects 4.3 Financial evaluatin f tenders fr civil, electrical r mechanical prjects 5.1 Principal Cnsultancy and Principal Agency services as set ut in Annexure B Additinal requirements Stage 5: Cnstructin 5.1 Prepare schedule f predicted cash flw fr landscape prjects 5.2 Prepare practive estimates fr prpsed variatins t landscape prjects fr client decisinmaking 5.3 Adjudicate and reslve financial claims by the landscape cntractr 5.4 Reslutin f cntractual claims by landscape cntractr 5.1 Prepare schedule f predicted cash flw fr civil, electrical r mechanical prjects 5.2 Prepare practive estimates fr prpsed variatins t civil, electrical r mechanical prjects fr client decisinmaking 5.3 Adjudicate and reslve financial claims by the civil, electrical r mechanical cntractr 5.4 Reslutin f cntractual claims by civil, electrical r mechanical cntractr 19 August 2011 Page 13 f Establish and maintain a financial cntrl system fr landscape prjects 5.5 Establish and maintain a financial cntrl system fr civil, electrical r

14 5.5 Establish and maintain a financial cntrl system fr landscape prjects 5.6 Prepare valuatins fr payment certificates fr landscape prjects t be issued by the principal agent 5.7 Prepare final accunt(s) fr the landscape wrks n a prgressive basis 5.5 Establish and maintain a financial cntrl system fr civil, electrical r mechanical prjects 5.6 Prepare valuatins fr payment certificates fr civil, electrical and mechanical prjects t be issued by the principal agent 5.7 Prepare final accunt(s) fr the civil, electrical r mechanical wrks n a prgressive basis 6.1 Principal Cnsultancy and Principal Agency services as set ut in Annexure B Additinal requirements Stage 6: Clse-ut 6.1 Prepare valuatins fr payment certificates fr landscape prjects t be issued by the principal agent 6.2 Cnclude final accunt(s) fr the landscape wrks 6.1 Prepare valuatins fr payment certificates fr civil, electrical and mechanical prjects t be issued by the principal agent 6.2 Cnclude final accunt(s) fr the civil, electrical r mechanical wrks AGREEMENT WITH SACPVP 1. Preparatin f estimates f ttal building cst r prject cst (fr any purpse) is a cre functin f registered quantity surveyrs, and this functin ranges frm estimates f the ptential cst f: i. restratin (existing structures) ii. replacement (existing structures) r iii. new buildings r prjects 2. Preparatin f market-related values f existing buildings (fr any purpse) is a cre functin f registered prperty valuers 19 August 2011 Page 14 f 28

15 ANNEXURE A SACP GUIDELINES: ASSESSMENT OF PROFESSIONAL COMPETENCE 1. SUPERVISED / DIARISED / RECORDED / LOGGED / CERTIFIED PROFESSIONAL EXPERIENCE TO BE GAINED BY CANDIDATE QUANTITY SURVEYORS Candidates must demnstrate that they have gained apprpriate, supervised, mentred prfessinal experience in either the building r the engineering cnstructin industry Experience in the building industry includes building-related engineering services Fr the purpse f an Assessment f Prfessinal Cmpetence (), engineering cnstructin incrprates bth civil engineering and mechanical/electrical engineering assciated with engineering cnstructin Sectin 4 presents skills cmpetencies which are fundamental t quantity surveying, in which Candidates are required t demnstrate their cmpetence Sectin 4 (v) cvers specialised activities, sme f which may nt be undertaken by all firms r Emplyer rganisatins, and while Candidates may be expsed t certain aspects f specialised services, they will nt be expected t have achieved cmpetence in all the listed activities Experience recrded in a Candidate s diaries shuld be referenced in terms f the SACP Lgbk skills categries. Sme activities may be recrded under mre than ne heading and shuld reflect a balanced distributin f practical experience If Candidates are unable t btain sufficient experience in a particular skills categry, simulatin ffers an acceptable alternative. They shuld undertake assignments based n previusly-cmpleted tasks perfrmed within their ffices and submit their cmpleted assignments fr evaluatin by their supervisrs / mentrs. Alternatively, they shuld be permitted t bserve / assist their supervisrs / mentrs in the latter s perfrmance f such tasks Candidates must btain the Cuncil s apprval f any quantity surveying experience which des nt fall within the areas specified in sectin 4 Candidates wh change their place f emplyment r the type f industry in which they are emplyed (building t engineering r vice versa) supervisr / mentr must submit full details f such changes t the Cuncil fr apprval 2. SUPERVISED / MENTORED PROFESSIONAL EXPERIENCE TO BE GAINED BY A CANDIDATE UNDER THE GUIDANCE OF A REGISTERED MENTOR, APPOINTED IN TERMS OF THE DECLARATION OF THE CANDIDATE S EMPLOYER (i) Cst advice and cst planning Preparing and using cst data Preparing estimates Undertaking financial feasibility and cmparative studies Preparing and using detailed budgets and cst plans, cst checking during design develpment; cmpiling and using cst limits Preparing and applying cst-in-use studies; life cycle csting Preparing and interpreting turnver/cash flw prjectins and prfit/lss frecasts Cst cntrl and reprting during pre-cntract perid (ii) Cntract dcumentatin Preparing bills f quantities fr principal r sub-cntracts f supply including the measurement and descriptin f wrk, drafting f preliminaries, preambles and cntract cnditins Preparing bills f measurement fr final accunts if measured frm drawings Preparing specificatins and/r schedules f rates Cntractual crrespndence 19 August 2011 Page 15 f 28

16 (iii) Tendering and cntractual arrangements Frmulating r implementing prcedures n tendering and cntractual arrangements fr principal r sub-cntracts r cntracts f supply Advising n selectin f tenders; evaluatin f and reprting n tenders Preparing tenders including cmpilatin f rates fr wrk and preliminaries (iv) Cntract services The fllwing are applicable t principal cntracts r sub-cntracts: Advising n cst during prgress f the wrks, estimating final csts and reprting n the financial aspects Mnitring f prpsed cnstructin methds r sequences and reprting n actual requirements; preparing cst benefit reprts n alternative cnstructin methds Cst cntrl during prgress f the wrks Preparing valuatins fr interim certificates Analysing cntract price relative t cst recrding methds Preparing and agreeing final accunts and cntra charges Reprting n, evaluating and negtiating cntractual and extra-cntractual issues; cntract crrespndence; attending site meetings Preparing r interpreting cst/value and ther recnciliatin statements fr management purpses Surveying, measuring and recrding site infrmatin (v) Specialisatins Taxatin allwances and grants Planning r prgramming f cntract wrks Resurce determinatin, scheduling and purchasing Prcurement f plant and materials Prductin cst/quality cntrl, time standards and peratinal methds Prductivity methds and evaluatin Prject planning and prject management Insurance Litigatin and arbitratin Inslvency and liquidatin Planned preventative maintenance Schedules f dilapidatin Technical audits Office management including resurce allcatin, fees and budgets Maintenance f buildings Research and develpment Details f any ther specialisatins that Candidates may wish t include must be submitted t the Cuncil fr prir apprval 3. SUBMISSION OF INTERIM OR FINAL REPORTS: THE DATES STATED IN THE LETTER TO A CANDIDATE, WILL CORRESPOND WITH CLOSING DATES FOR RECEIPT OF SUBMISSIONS INDICATED IN THE CURRENT SACP YEAR PLANNER Candidates and their Emplyers / Supervisrs must cmplete the applicatin frm fr Inspectin f Reprts (Interim / Final), and enclse the fllwing dcuments fr delivery t the Registrar s ffice (a) certified General Reprt (b) certified Prject Reprt (c) certified Diary Sheets (d) certified Lgbk (i) Faxed r ed submissins will nt be accepted (ii) The Registrar s ffice prvides written acknwledgement f receipt f all submissins (iii) Submissins are delivered t Assessrs appinted by the Cuncil, wh evaluate the cntent, scpe and quality f the supervised / mentred technical r prfessinal experience gained by a Candidate, and the standard f presentatin f the certified dcuments (iv) Assessrs are required by the Cuncil t prvide written reprts arising frm their evaluatin f Candidates submissins. These reprts are cnsidered by the Registratin Cmmittee prir t transmissin t Candidates and their Emplyers 19 August 2011 Page 16 f 28

17 (v) Assessrs reprts n INTERIM submissins are advisry and intended t specifically state whether the scpe and standard f the supervised / mentred technical r prfessinal experience gained during the first phase f the in-training perid is satisfactry, cntent, frmat and standard f presentatin f the certified dcuments is acceptable in terms f a similar apprach t be applied when FINAL submissins are drafted A Candidate s supervised / mentred technical r prfessinal experience shuld be enhanced / imprved, cntent / frmat / standard f presentatin f the certified dcuments shuld be imprved (vi) An Assessr s recmmendatin t the Registratin Cmmittee, based n evaluatin f a FINAL submissin, is the determining factr n which the Cmmittee will apprve a Candidate s admissin t an Assessment f Technical Cmpetence (ATC) r Assessment f Prfessinal Cmpetence () interview deferment until the Candidate re-submits certified reprts t the Registrar indicating that mentred experience has been enhanced and/r the quality f final submissins has been imprved (viii) (ix) (x) If an Assessr recmmends that a Candidate s admissin t an interview is t be deferred, a detailed, written mtivatin is t be prvided fr apprval by the Registratin Cmmittee Resubmitted, certified reprts will be delivered t the Assessr wh evaluated the riginal (previusly rejected) submissins, fr re-evaluatin, cmment and prvisin f a recmmendatin t the Registratin Cmmittee, Candidates receive written cnfirmatin by the Registrar s ffice f their admissin t an interview and prpsed arrangements, r deferment (with reasns stated) 4. APPLICATION BY A REGISTERED CANDIDATE QUNATITY SURVEYOR FOR BACKDATING OF EXPERIENCE (RECOGNITION OF PRIOR LEARNING) (i) (ii) Only Registered Candidates may apply fr backdating f technical r prfessinal, practical experience gained prir t the date f registratin stated in the letter t the Applicant described in freging 2.2 (viii) Tw alternative types f submissins are available t Candidates wh apply fr backdating f their technical r prfessinal experience Recgnitin f Prir Learning: Alternative N 1 The fllwing infrmatin shuld be submitted fr cnsideratin by the Registratin Cmmittee: A letter frm the Candidate, requesting backdating f practical experience A tabulated Prject Reprt, certified by the Candidate s (previus and current) / Supervisrs (Pr r PrEng), which presents a résumé f the prjects n which the Candidate had been emplyed, the Candidate s applied quantity surveying skills / detailed persnal rles and functins referenced in terms f the SACP skills cmpetencies related t wrk t be perfrmed, fr example: RÉSUMÉ TO SUPPORT APPLICATION FOR BACKDATING OF TECHNICAL/PROFESSIONAL EXPERIENCE Prject N, date and cntract perid eg N 1: 1999: 6 mnths Prject title, client, prject scpe, value Eg XYZ Glf Estate and Cnference Facilities; Jhn Smith 19 August 2011 Page 17 f 28 SACP skills categries / Candidate s persnal rles and functins eg Preparing and using cst data Preparing estimates Name f Emplyer s firm / supervisr s name & registratin n. (printed) signature (fr certificatin) and date eg ABC Cnstructin (Pty) Ltd Peter Brwn, PrEng

18 Cnference Centre, clubhuse, residential units, glf curse and landscaping R1.5bn Preparing schedules f rates Cst cntrl during prgress f the wrks Preparing & agreeing final accunts & cntract charges Reg N 456 Peter Brwn 24 January 2011 Recgnitin f Prir Learning: Alternative N 2 The fllwing infrmatin shuld be submitted fr cnsideratin by the Registratin Cmmittee: a cmprehensive business / prject CV which lists all the prjects n which the Candidate has wrked during the previus 3 years and which prvides explicit details f the Candidate s persnal quantity surveying rles and functins n each f thse prjects, with each rle / functin, n each prject referenced t the SACP skills cmpetencies the cntents f the business / prject CV / persnal rles and functins verified by the Candidate s previus and current Emplyers / Supervisrs if any changes in emplyment have ccurred during the previus 3 years signed letters f cmmendatin, presented n their riginal letterheads, frm clients and registered cnsultants with whm the Candidate has wrked n the prjects listed in the business / prject CV. Cmmendatin must be referenced t specific SACP skills cmpetencies. Each client and registered prfessinal cnsultant shuld be given a cpy f the SACP Skills cmpetencies t be used fr defining references in attesting t the Candidate s quantity surveying cmpetence (iii) When received by the Registrar's ffice, the freging infrmatin will be submitted t the Registratin Cmmittee fr adjudicatin and a recmmendatin that the Candidate (a) acquires a prescribed (enhanced) scpe f quantity surveying skills and / r experience, presented in a certified reprt fr evaluatin by the Cmmittee prir t be admitted t an interview; r (b) is permitted a shrtened supervised / mentred in-training perid, but that all ther cnditins stated in the letter t the Candidate described in freging 2.2 (vii) will still apply; r (c) is t be admitted t an interview withut further practical in-training requirements; r (d is t acquire a prescribed (enhanced) scpe f quantity surveying skills and / r experience, presented in a certified reprt fr evaluatin by the Cmmittee, and is t pass the Cuncil Examinatins prir t submitting an applicatin fr admissin t an interview. 5. MEMBER OF THE ROYAL INSTITUTION OF CHARTERED SURVEYORS The terms f the Memrandum f Understanding between the SACP and the RICS will apply 6. EMPLOYER S RESPONSIBILITY It is the Emplyer s respnsibility t ensure that the Candidate acquires the necessary technical / prfessinal experience. The Candidate must be given guidance, advice and encuragement t fulfil the requirements f the. When a Candidate applies t enter the prcess, the Emplyer (usually a principal, partner r persn respnsible fr training) must prepare a prgramme and sign a declaratin that the apprpriate experience and supervisin will be prvided. Candidates are required t btain a minimum f 600 wrking days f technical / prfessinal training and experience, within a minimum perid f 33 mnths, by meeting the requirements detailed in this Plicy. The Candidate and the Emplyer must satisfy the Cuncil that the Candidate has received reasnably balanced technical / prfessinal training and experience. Sme Emplyers will nt be able t prvide the full breadth f experience required by the prcess, and Candidates must be warned if this is the case, Emplyers culd temprarily secnd their Candidates (fr an agreed perid) t anther ffice where the prerequisite technical r prfessinal experience will be gained, and the Emplyer may cnsider taking a substitute Candidate frm the secndment ffice in exchange. Wrk in certain specialised areas may nt nrmally be carried ut (unaided) by Candidates Candidates are required t maintain cmprehensive Diaries f their day-t-day experience with reference t the SACP skills cmpetencies. Day wrk is t be summarised in the Lgbk. Diary sheets and the Lgbk are prvided by the Cuncil 19 August 2011 Page 18 f 28

19 Interim wrd prcessed reprts are designed t demnstrate nt nly Candidates experience, but als their ability t express themselves frmally. Interim submissins will be evaluated by SACP-appinted assessrs and Candidates will be infrmed f any shrtcmings in experience r in reprt-writing skills. Emplyers and Candidates must ensure cmpliance with the Rules and that the purpse f an is nt undermined. 7. SUPERVISORS The Emplyer must appint a supervisr fr every Candidate. The supervisr is respnsible t the Emplyer and t the Candidate fr ensuring that the Candidate receives apprpriate training and the prmised experience (r a suitable alternative) and that the Candidate develps prfessinal cnfidence t perfrm tasks independently. The supervisr must cuntersign the Candidate s Diary sheets and Lgbk and certify the interim reprt, which must be submitted t the Cuncil. The Candidate shuld discuss any prblems with the supervisr. Prir t the Candidate s applicatin fr admissin t an interview, the supervisr must certify that the Candidate has achieved the required perid f training tgether with the necessary breadth and quality f experience in all areas. Supervisrs must be Registered Prfessinals (but nt necessarily the Emplyer) r a senir persn within the Emplyer s wn rganisatin The supervisr is als respnsible fr verseeing the Candidate s day-t-day wrk. The supervisr must cuntersign the Candidate s Diary each week and the Lgbk every three mnths, and certify the interim and final reprts. If the Candidate changes emplyment r if the supervisr is changed, the Cuncil must be ntified immediately. The supervisr is respnsible fr ensuring that, as part f the Candidate s training and experience, the Candidate is given the pprtunity t attend at least 20 hurs f apprpriate Cntinuing Prfessinal Develpment during the training perid. This is in additin t the minimum requirement f 600 wrking days. 19 August 2011 Page 19 f 28

20 ANNEXURE B GENERIC SCOPE OF SERVICES TO BE PROVIDED BY A QUANTITY SURVEYOR: B1 Stage 1: Inceptin This stage is in brad terms defined as fllws: Establish the client requirements and preferences, assess user needs and ptins, appintment f necessary cnsultants, establish the prject brief including prject bjectives, pririties, cnstraints, assumptins, aspiratins and strategies B1.1 Stage 1 services Assist in develping a clear prject brief Attend prject initiatin meetings Advise n prcurement plicy fr the prject Advise n ther cnsultants and services required Define the cnsultant s scpe f wrk and services Cnclude the terms f the agreement with the client Advise n ecnmic factrs affecting the prject Advise n apprpriate financial design criteria Prvide necessary infrmatin within the agreed scpe f the prject t the ther cnsultants Agreed scpe f wrk, agreed services, signed client/quantity surveyr prfessinal services agreement are deliverables applicable t the abve Further services: B1.2 Stage 1 deliverables Agreed scpe f wrk Agreed services Signed agreement Further deliverables: B2 Stage 2: Cncept and Viability This stage is in brad terms defined as fllws: Prepare and finalize the prject cncept in accrdance with the brief including the scpe, scale, character, frm, functin and preliminary prgramme and viability f the prject B2.1 Stage 2 services Agree the dcumentatin prgramme with the principal cnsultant and ther cnsultants Attend the design and cnsultants meetings Review and evaluate design cncepts and advise n viability in cnjunctin with the ther cnsultants Receive relevant data and cst estimates frm ther cnsultants Prepare preliminary and elemental r equivalent estimates f cnstructin cst Assist the client in preparing a financial viability reprt Audit space allcatin against the initial brief 19 August 2011 Page 20 f 28

21 Liaise, c-perating and prviding necessary infrmatin t the client, principal cnsultant and ther cnsultants. Further services: B2.2 Stage 2 deliverables Preliminary estimate(s) f cnstructin csts Elemental r equivalent estimate(s) f cnstructin csts Space allcatin audit fr the prject Further deliverables: B3 Stage 3: Design Develpment This stage is in brad terms defined as fllws: Develp the apprved cncept t finalise the design, utline specificatins, cst plan, financial viability and prgramme fr the prject B3.1 Stage 3 services Review the dcumentatin prgramme with the principal cnsultant and ther cnsultants Attend design and cnsultants meetings Review and evaluate design and utline specificatins and exercise cst cntrl in cnjunctin with the ther cnsultants Receive relevant data and cst estimates frm the ther cnsultants Prepare detailed estimates f cnstructin cst Assist the client in reviewing the financial viability reprt Cmment n space and accmmdatin allwances and prepare an area schedule Liaise, c-perate and prvide necessary infrmatin t the client, principal cnsultant and ther cnsultants Further services: B3.2 Stage 3 deliverables Detailed estimate(s) f cnstructin cst Area schedule Further deliverables: B4 Stage 4: Dcumentatin and Prcurement This stage is in brad terms defined as fllws: Prepare the cnstructin and prcurement dcumentatin, cnfirm and implement the prcurement strategies and prcedures fr effective and timeus prcurement f necessary resurces fr the executin f the prject 19 August 2011 Page 21 f 28

22 B4.1 Stage 4 services Attend design and cnsultants meetings Assist the principal cnsultant in the frmulatin f the prcurement strategy fr cntractrs, subcntractrs and suppliers Review wrking drawings fr cmpliance with the apprved budget f cnstructin cst and/r financial viability Prepare dcumentatin fr bth principal and subcntract prcurement Assist the principal cnsultant with calling f tenders and/r negtiatin f prices Assist with financial evaluatin f tenders Assist with preparatin f cntract dcumentatin fr signature Further services: B4.2 Stage 4 deliverables Budget f cnstructin cst Tender dcumentatin Financial evaluatin f tenders Priced cntract dcumentatin Further deliverables: B5 Stage 5: Cnstructin This stage is in brad terms defined as fllws: Manage, administer and mnitr the cntracts and prcesses, including the preparatin and c-rdinatin f the prcedures and dcumentatin t facilitate practical cmpletin f the wrks B5.1 Stage 5 services Attend the site handver Prepare schedules f predicted cash flw Prepare pr-active estimates fr prpsed variatins fr client decisin-making Attend regular site, technical and prgress meetings Adjudicate and reslve financial claims by the cntractr(s) Assist in the reslutin f cntractual claims by the cntractr(s) Establish and maintain a financial cntrl system Prepare valuatins fr payment certificates t be issued by the principal agent Prepare final accunt(s) fr the wrks n a prgressive basis Further services: B5.2 Stage 5 deliverables Schedule(s) f predicted cash flw Estimates fr prpsed variatins Financial cntrl reprts 19 August 2011 Page 22 f 28

23 Valuatins fr payment certificates Prgressive and draft final accunt(s) Further deliverables: B6 Stage 6: Clse-Out This stage is in brad terms defined as fllws: Fulfil and cmplete the prject clse-ut including the preparatin f the necessary dcumentatin t facilitate effective cmpletin, handver and peratin f the prject B6.1 Stage 6 services Valuatins fr payment certificates t be issued by the principal agent Cnclude final accunt(s) Further services: B6.2 Stage 6 deliverables Valuatins fr payment certificates Final accunt(s) Clse-ut prcedures Further deliverables: ADDITIONAL REQUIREMENTS The services t be prvided by the Prfessinal Quantity Surveyr in the event that they are required t prvide services as the Principal Cnsultant and/r Principal Agent are as fllws: Stage 1 services Facilitate the develpment f a clear prject brief Establish the prcurement plicy fr the prject Assist the client in the prcurement f necessary and apprpriate ther cnsultants including the clear definitin f their rles and respnsibilities Establish in cnjunctin with the client, ther cnsultants and all relevant authrities, the site characteristics, rights and cnstraints fr the prper design f the intended prject Define the cnsultant s scpe f wrk and services Cnclude the terms f the agreement with the client Facilitate a schedule f the required cnsents and apprvals Prepare, crdinate and mnitr a prject initiatin prgramme Facilitate client apprval f all Stage 1 dcumentatin 19 August 2011 Page 23 f 28

24 Stage 2 services Assist the client in prcurement f ther cnsultants Advise the client n the requirement t appint a health and safety cnsultant Cmmunicate the prject brief t ther cnsultants and mnitr the develpment f the cncept and viability Agree frmat and prcedure fr cst cntrl and reprting by ther cnsultants Prepare a dcumentatin prgramme and indicative cnstructin prgramme C-rdinate cncept and viability dcumentatin fr presentatin t the client fr apprval Facilitate apprval f the cncept and viability by the client Facilitate apprval f the cncept and viability by statutry authrities Stage 3 services Agree and implement cmmunicatin prcesses and prcedures fr the design develpment f the prject Assist the client in the prcurement f the necessary ther cnsultants including the clear definitin f their rles and respnsibilities Prepare, crdinate, agree and mnitr a detailed design and dcumentatin prgram Cnduct and recrd cnsultants and management meetings Facilitate input required by health and safety cnsultant Facilitate design reviews fr cmpliance and cst cntrl Facilitate timeus technical c-rdinatin Facilitate client apprval f all Stage 3 dcumentatin Stage 4 services Recmmend and agree prcurement strategy fr cntractrs, subcntractrs and suppliers with the client and ther cnsultants Prepare and agree the prcurement prgramme Advise the client, in cnjunctin with the ther cnsultants n the apprpriate insurances C-rdinate and mnitr preparatin f prcurement dcumentatin by cnsultants in accrdance with the prject prcurement prgramme Manage prcurement prcess and recmmend cntractrs fr apprval by the client C-rdinate the assembly f the cntract dcumentatin fr signature Stage 5 services Arrange site handver t the cntractr Establish the cnstructin dcumentatin issue prcess 19 August 2011 Page 24 f 28