Professional Documents
Culture Documents
Contract Admin
Contract practice
Design economics and cost planning ENTER
Procurement and tendering
COMPET
Project Financial Control & Cost Reporting
Quantification and Costing of Construction Works
Risk Management
Optional 1
Optional 2
ENTER YOUR CORE
COMPETENCIES HERE
Summary of Experience Record
TOTAL WORD COUNT MANDATORY COMPETENCIES (LIMIT OF 1,500
WORDS)
Please record your summary of experience / training completed against your declared competencies.
Note: 4,000 Word Count Limit for Core Competencies and 1,500 Word Count Limit for Mandatory
Competencies (approximately 150 to 200 words per Level).
Competency &
Competency experience details
level
Mandatory Competencies
Accounting principles and procedures
Business planning
I have a basic understanding of business planning and how this essentially
contributes to meeting company aims and objectives. I would attend and contribute
during monthly team meetings at EC Harris where our head of client service would
discuss financial reports of the performance of each business sector, how teams
were performing, a SWOT analysis and any new contract wins. I also participated in a
research project to identify new Public Private Partnership opportunities for the
highways sector in the US which provided an insight into how EC Harris identified
Business planning new opportunities to win work. Monaghans provide an annual business update
Level 1 which includes a summary of the current economic climate and how this affects our
industry. Business objectives and targets are discussed which include relationships
with existing, new and potential clients. Potential opportunities and the new services
we can offer clients are also discussed. I appreciate how planning to maintain and
develop client relationships along with identifying new opportunities to provide
additional new services will help expand our service proposition and deliver business
growth.
Client care
When engaging with clients, colleagues and third parties I am always conscious to
take the time to identify my clients' needs and gain an understanding of what is
expected of me in my role as a Quantity Surveyor. I appreciate the importance of
Client care establishing and maintaining good client relationships and am always certain to act
Level 1 in a professional, polite and approachable manner at all times when dealing with my
clients.
IPart
haveofnever
clientused
care the Monaghans complaints
is understanding procedures
your clients’ but Iand
requirements am helping
aware oftothe
deliver
procedures which are in place for dealing with complaints
their goals. During my secondment at Network Rail within the first week should they arise.
I arranged a
meeting with my client to identify their objectives and set targets to work towards.
One of their main objectives was to ensure strict project financial control and cost
reporting were maintained on a portfolio of around 60 projects. This was achieved
Client care through using Oracle Projects software which I had no previous experience of using.
Level 2 I made every effort to develop my understanding and proficiency of using this
Communication and negotiation
software as quickly as possible to ensure this was achieved. I also held regular
meetings with my client utilising EC Harris' client performance feedback process to
monitor my performance and highlight any areas where I could improve. This
assisted in providing a further platform to understand my clients needs and allowed
Through
continuous myimprovement
academic studies and professional
to ensure career I were
their requirements have developed
fulfilled. a good
understanding of communication in both oral, written and presentation forms.
I am aware of the need to keep a clear audit trail via written communications. I also
appreciate oral communications in certain circumstances are more appropriate, for
example if an issue has arisen onsite it may be more appropriate to visit site with the
Communication and associated parties to review the issue and discuss face to face to find a solution. This
negotiation can subsequently be recorded in a written communication such as an email.
Level 1 It is important to understand that different clients have different communication
Irequirements/
have completed presentations
preferences, internallysome
for example in APC forums
clients likeon
to different topics. face
discuss matters I have
to
also
face presented cost plans
where possible, sometolike
clients, including
to discuss an internal
matters over thefit-out cost plan
telephone and to a
others
relatively inexperienced
prefer written client. This
communication. consisted
Tailoring of me providingbased
my communications copieson ofeach
the cost plan
client’s
and discussing
preferences the content, costs, exclusions and assumptions with the client
is essential.
ensuring they understood the document.
At Network Rail I chaired monthly financial reporting meetings with the client and
Communication and scheme project managers to discuss the progress of each scheme and update each
negotiation cost plan accordingly. I prepared the Oracle Projects reporting software to display
Conduct rules, ethicsthe
Level 2 andcost of work done,
professional forecasts and contingencies on screen and amended and
practice
discussed these with each project manager accordingly. I believe in doing this, I
developed my presentation, communication and negotiation skills to a high
standard.
I have further developed my negotiation skills through negotiating contract sums
and agreeing final accounts with contractors.
I have studied guidance notes around the RICS rules of conduct and completed an
ethical standards walkthrough to ensure that I act within the parameters of these
Conduct rules, rules within my role as a Quantity Surveyor. I recognise the importance of the rules
ethics and of conduct and global professional & ethical standards as they provide a platform for
professional standardisation, consistency of service and maintain professional standards of the
practice RICS and its members. I ensure my actions and behaviours are in accordance with
Level 1 these parameters at all times by acting with integrity, in a professional manner and
by
Withintreating others with respect. I understand what is in
expected of me as athe member of
During
the amy
RICS.
role
client as Quantity
meeting when Surveyor
presenting I amasure to act
costplan accordance
to construct twowithretail
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within an established andretailer,
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was askedwhich are set by money
to reapportion the RICS. This
against
includes
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of works and not biased
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natureand
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I receive the requirement
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professional
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malpractice of client
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dispute resolution appreciate the requirements for Professional Indemnity Insurance
value of the
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communication
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negotiation,which themight suggest
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information or adjudication.
must be stored The
in JCT
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folders also
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ensure it
Health and safety
clause
can be which states the
appropriately parties
located in should
both the give serious
near consideration
and distant future iftonecessary.
mediationOur which
is a form
email of alternative
system dispute resolution.
also automatically creates a folder for each new job for storing emails;
all received and sent emails must be stored in these folders, again to ensure
accessibility now and in the future. Monaghans quality management system also has
a system for creating folders for any hard copy information, paper, CD's, flash drives,
Idrawings,
have obtained
etc. a CSCS card (Construction Site Visitor) which has given me a good
understanding of health and safety through studying the CSCS book and passing the
test. I have also undertaken asbestos awareness training.
Health and safety I am aware that the construction industry is governed by the Health and Safety at
Level 1 Work Act 1974 and the CDM regulations. I also understand the importance of health
and safety in the construction industry due to the nature of the work undertaken. I
have also studied the RICS guidelines on surveying safely.
I am a regular site visitor and therefore ensure that I have been inducted
appropriately on each site I visit, I always wear my personal protective equipment,
ensure I read signage and be vigilant of dangers and risks around me.
I am aware of the requirement to complete method statements and risk
assessments for undertaking work to ensure that it is carried out in the most
Health and safety appropriate and safest manner possible with any potential risks identified.
Level 2 When working at Clugston Construction part of my role as an employee was to
Sustainability
report any unsafe working on site and offer feedback of how site safety could
potentially be improved through a take time procedure. I have ensured method
statements and risk assessments are returned by newly appointed subcontractors
prior to start on site.
Teamworking
good relationships working with the design teams and contractors. On secondment
at Network Rail, I worked within a large team of scheme project managers,
engineers,
I am awareplanners, that the New procurement Rules of Measurement managers anddefine commercial the various managers. stagesWithout of cost the
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2,042
3,415
Word Count
71
174
95
154
142
146
112
142
167
146
192
88
129
110
174
172
155
225
155
149
112 CHECK YOUR ENTRIES
182 AGAINST THE PATHWAY
129 GUIDE SPECIFIC TO YOUR
151
DISCIPLINE
136
196
152
147
175
189
106
134
170
157
145
0
152
126
0
STRUCTURED TRAINING SELECT PERIOD OF
1 YEAR
DURATION STRUCTURED TRAINING
FROM DROP DOWN
CANDIDATE TOTAL DAYS TRAINING
200
NAME: REQUIRED
Monday Monday, March 15, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, March 16, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, March 17, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, March 18, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, March 22, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, March 23, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, March 24, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, March 25, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, March 29, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, March 30, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, March 31, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, April 01, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, April 05, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, April 06, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, April 07, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, April 08, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, April 12, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, April 13, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, April 14, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, April 15, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, April 19, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, April 20, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, April 21, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, April 22, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, April 26, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, April 27, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, April 28, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, April 29, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, May 03, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, May 04, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, May 05, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, May 06, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, May 10, 2021 Construction technology 1 1 HSBC Site Visit to inspect building
Tuesday Tuesday, May 11, 2021 Optional 1 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, May 12, 2021 Optional 2 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, May 13, 2021 Risk Management 0.5 2 Apple Update Risk Register
Monday Monday, May 17, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, May 18, 2021 Design economics and cost planning 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, May 19, 2021 Project Financial Control & Cost Reporting 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, May 20, 2021 Risk Management 0.5 2 Apple Update Risk Register
Friday Friday, May 21, 2021 Contract practice 1 Tesco Compiling JCT contract
Monday Monday, May 24, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, May 25, 2021 Design economics and cost planning 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, May 26, 2021 Project Financial Control & Cost Reporting 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, May 27, 2021 Risk Management 0.5 2 Apple Update Risk Register
Friday Friday, May 28, 2021 Contract practice 1 Tesco Compiling JCT contract
Monday Monday, May 31, 2021 Construction technology 1 HSBC Site Visit to inspect building
Tuesday Tuesday, June 01, 2021 Design economics and cost planning 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, June 02, 2021 Project Financial Control & Cost Reporting 0.5 1 McDonalds Interim Valuation Issue
Thursday Thursday, June 03, 2021 Risk Management 0.5 2 Apple Update Risk Register
Friday Friday, June 04, 2021 Contract practice 1 1 Tesco Compiling JCT contract
Monday Monday, June 07, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, June 08, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, June 09, 2021 Construction technology 2 McDonalds Interim Valuation Issue
Thursday Thursday, June 10, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, June 11, 2021 Construction technology 4 McDonalds Interim Valuation Issue
Monday Monday, June 14, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, June 15, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, June 16, 2021 Construction technology 1 2 McDonalds Interim Valuation Issue
Thursday Thursday, June 17, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, June 18, 2021 Construction technology 4 McDonalds Interim Valuation Issue
Monday Monday, June 21, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, June 22, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, June 23, 2021 Construction technology 1 2 McDonalds Interim Valuation Issue
Thursday Thursday, June 24, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, June 25, 2021 Construction technology 4 McDonalds Interim Valuation Issue
Monday Monday, June 28, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, June 29, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, June 30, 2021 Construction technology 1 2 McDonalds Interim Valuation Issue
Thursday Thursday, July 01, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, July 02, 2021 Construction technology 4 McDonalds Interim Valuation Issue
Monday Monday, July 05, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, July 06, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, July 07, 2021 Construction technology 1 2 McDonalds Interim Valuation Issue
Thursday Thursday, July 08, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, July 09, 2021 Construction technology 4 McDonalds Interim Valuation Issue
Monday Monday, July 12, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, July 13, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, July 14, 2021 Construction technology 2 McDonalds Interim Valuation Issue
Thursday Thursday, July 15, 2021 Construction technology 3 McDonalds Interim Valuation Issue
Friday Friday, July 16, 2021 Construction technology 1 4 McDonalds Interim Valuation Issue
Monday Monday, July 19, 2021 Contract Admin 1 2 HSBC Site Visit to inspect building
Tuesday Tuesday, July 20, 2021 Procurement and tendering 1 2 NHS Cost plan updates at Stage 3 to Stage 4
Wednesday Wednesday, July 21, 2021 Construction technology 1 2 McDonalds Interim Valuation Issue
Thursday Thursday, July 22, 2021 Construction technology 1 3 McDonalds Interim Valuation Issue
Friday Friday, July 23, 2021 Construction technology 1 4 McDonalds Interim Valuation Issue
Construction technology 9
Risk Management 6
Contract Admin 7
Contract practice 1
Optional 1 9
Optional 2 4.5
STRUCTURED TRAINING
1 YEAR
DURATION
APC START
3/13/2021 TOTAL HOURS COMPLETE 1
DATE:
TOTAL HOURSREMAINING 47
Hours Learning
Day Date CPD Activity Type Type
Recorded Outcome
Asbestos Awareness
Training including
information on the
Monday Monday, March 15, 2021 Training Course 1 Formal
different types of
asbestos and where it can
be found.
0 0.5 1
17
%
17
%
Procurement and Project Financia
tendering & Cost Repo
Days
COMPETENCY TRACKE
Hours Complete vs Remaining Competancy Breakdown
inc remaining hours
17 2%
Contract practice Design economics and cost
planning
Procurement and tendering Project Financial Control &
Cost Reporting
Quantification and Costing of Risk Management
%
Construction Works
Remaining Days to complete
4% 15
%
Project Financial Control Quantification and
& Cost Reporting of Construction W
22%
Optional 1 Opt
0 0.1
0 0.1
RACKER
ompetancy Breakdown Competancy Hours Completed Breakdown
inc remaining hours 1
0.8
0.6
0.4
Contract Admin
2% 7%
0.2
Design economics and cost
planning 0
Project Financial Control &
Cost Reporting
Risk Management
15 15
% %
cation and Costing Risk Management
nstruction Works
11%
Optional 2
ENCE
R
plete
cs and cost
g
ement
0.9 1
0.9 1
% of experRemaining % Complete
9 22% 0.78
4.5 11% 0.89
9 22% 0.78
7 17% 0.83
1 2% 0.98
3 7% 0.93
7 17% 0.83
1.5 4% 0.96
6 15% 0.85
6 15% 0.85
40.5 0 100%
146
54 CPD Hours1
200 CPD Hours 48
MONTH 6
POPULATE DIARY & CPD ENTRIES
POPULATE SUMMARY OF EXPERIENCE (LEVEL 1 FOCUS)
POPULATE SOME LEVEL 2 EXPERIENCE IF POSSIBLE
BACKGROUND READING
SUPERVISOR & COUNSELLOR MEETING
REVIEW DIARY ENTRIES AND ADDRESS SHORTFALLS
AIM TO HAVE 50% OF LEVEL 1 POPULATED & SIGN OFF
MONTH 9
POPULATE DIARY & CPD ENTRIES
POPULATE SUMMARY OF EXPERIENCE LEVEL 1
START TO FOCUS ON LEVEL 2 ENTRIES ALSO
SUPERVISOR MEETING
REVIEW DIARY ENTRIES & ADDRESS SHORTFALLS
AROUND 75% OF LEVEL 1 ENTRIES POPULATED
AROUND 50% OF LEVEL 2 ENTRIES POPULATED
MONTH 12
POPULATE DIARY & CPD ENTRIES
BACKGROUND READING
SUPERVISOR & COUNSELLOR MEETING
ALL LEVEL 1 SIGNED OFF & AROUND 75% LEVEL 2
CPD LOG SHOULD SHOW 48 HOURS ACHIEVED
DISCUSS CASE STUDY AND SHORT LIST IDEAS
MONTH 15
POPULATE DIARY & CPD ENTRIES
BACKGROUND READING
AIM TO COMPLETE ALL LEVEL 2 ENTRIES
SUPERVISOR MEETING
REVIEW CASE STUDY DRAFT CONTENT
ASK FOR ANY PROPOSED AMENDMENTS
REVIEW DIARY ENTRIES & ADDRESS ANY SHORTFALLS
MONTH 18
POPULATE DIARY & CPD ENTRIES
FINALISE SUMMARY OF EXPERIENCE LEVEL 3
FINALISE WRITE UP OF CASE STUDY
SUPERVISOR & COUNSELLOR MEETING
THOROUGH REVIEW OF CASE STUDY
ASK FOR ANY PROPOSED AMENDMENTS
REQUEST LIST OF QUESTIONS USING SoE & CASE STUDY
MONTH 21
CONTINUE REVISION AROUND SoE & CASE STUDY
PRACTICE VERBAL Q&A WITH STUDY GROUND, FRIENDS
& FAMILY
PRACTICE PRESENTATION
USE LIST OF KEYWORDS
GOOD FOCUS ON RICS ETHICS, RULES OF CONDUCT &
PROFESSIONAL STANDARDS
MONTH 24
FOCUS ON FEEDBACK FROM MOCK INTERVIEWS
LOOK TO ADDRESS ANY WEAK AREAS
CONTINUE Q&A PRACTICE
BASE REVISION AROUND SUBMISSION DOCUMENTS
CONTINUE PRESENTATION PRACTICE
GOOD FOCUS ON RICS, RULES OF CONDUCT
ATTEND FINAL ASSESSMENT INTERVIEW