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Specify and control production documents in construction contracting operations management

Reference
T/505/8271
Level
Level 6
Credit Value
18
Guided Learning Hours
50
 
Aim
The aim of this unit is to illustrate the skills, knowledge and understanding required to confirm competence in specify and control production documents in construction contracting operations management within the relevant sector of industry.


Learning Outcomes Assessment Criteria
The Learner Will The Learner Can
1 Be able to specify production document requirements
  • 1.1 - Select controlling requirements for the project information and document programme which are suitable for the project stages and the resources available
  • 1.2 - Specify the purpose and scope of information and documents and the controlling requirements they need to meet and who will produce the documents
  • 1.3 - Develop a production programme, which meets agreed controlling requirements, to produce all the required information and documents in a feasible sequence of production
  • 1.4 - Specify enough resources and realistic individual targets to complete the information and document production programme
  • 1.5 - Set up registers, records and systems for monitoring and controlling the production of information and documents which are capable of maintaining project compliance
  • 1.6 - Specify individual production instructions which are accurate, clear and complete
  • 1.7 - Select criteria for the evaluation of the project information and documents, agree the criteria with decision makers and circulate the criteria to the production team
  • 1.8 - Develop and agree systems for checking, approving and integrating information and documents
  • 1.9 - Develop and agree procedures, which are appropriate to the requirements of the project and the contract conditions, for dealing with discrepancies and inconsistencies in information and documents, and delays and revisions to project information and documents
  • 1.10 - Develop arrangements and contingency plans for reporting progress in meeting the programme requirements and to manage information and document production problems
2 Understand how to specify production document requirements
  • 2.1 - Evaluate how to select controlling requirements for the project information and document programme which are suitable for the project stages and the resources available
  • 2.2 - Evaluate how to specify the purpose and scope of information and documents and the controlling requirements they need to meet and who will produce the documents
  • 2.3 - Propose how to develop a production programme, which meets agreed controlling requirements, to produce all the required information and documents in a feasible sequence of production
  • 2.4 - Evaluate how to specify enough resources and realistic individual targets to complete the information and document production programme
  • 2.5 - Propose how to set up registers, records and systems for monitoring and controlling the production of information and documents which are capable of maintaining project compliance
  • 2.6 - Evaluate how to specify individual production instructions which are accurate, clear and complete
  • 2.7 - Evaluate how to select criteria for the evaluation of the project information and documents
  • 2.8 - Evaluate how to agree the criteria for the evaluation of the project information and documents with decision makers
  • 2.9 - Explain how to circulate the criteria for the evaluation of the project information and documents to the production team
  • 2.10 - Propose how to develop systems for checking, approving and integrating information and documents
  • 2.11 - Evaluate how to agree systems for checking, approving and integrating information and documents
  • 2.12 - Propose how to develop procedures, which are appropriate to the requirements of the project and the contract conditions, for dealing with discrepancies and inconsistencies in information and documents, and delays and revisions to project information and documents
  • 2.13 - Evaluate how to agree procedures, which are appropriate to the requirements of the project and the contract conditions, for dealing with discrepancies and inconsistencies in information and documents, and delays and revisions to project information and documents
  • 2.14 - Propose how to develop arrangements and contingency plans for reporting progress in meeting the programme requirements and to manage information and document production problems
3 Be able to prepare prescriptive specifications
  • 3.1 - Select a type of specification document which is suitable for the purpose and the project stage
  • 3.2 - Check that the specification is consistent with the designs and related documents, where separate, and that it does not include duplicate and contradictory information
  • 3.3 - Collate the sections in the specification so that they are based on elements of a type appropriate to the circumstances and requirements
  • 3.4 - Confirm that the current source information is valid and obtain accurate and valid supplementary information
  • 3.5 - Produce a specification which is based on identified, applicable, current source information
  • 3.6 - Select, draft and amend technical clauses from standard sources, which define the quality, type and standard of the materials, components and finished work
  • 3.7 - Check that the specification is consistent with the current design and other design documentation, and update it promptly when the design changes
  • 3.8 - Obtain necessary checks and approvals for the content and presentation of specifications
4 Understand how to prepare prescriptive specifications
  • 4.1 - Evaluate how to select a type of specification document which is suitable for the purpose and the project stage
  • 4.2 - Explain how to check that the specification is consistent with the designs and related documents, where separate, and that it does not include duplicate and contradictory information
  • 4.3 - Explain how to collate the sections in the specification so that they are based on elements of a type appropriate to the circumstances and requirements
  • 4.4 - Explain how to confirm that the current source information is valid and obtain accurate and valid supplementary information
  • 4.5 - Explain how to produce a specification which is based on identified, applicable, current source information
  • 4.6 - Evaluate how to select technical clauses from standard sources, which define the quality, type and standard of the materials, components and finished work
  • 4.7 - Evaluate how to draft technical clauses from standard sources, which define the quality, type and standard of the materials, components and finished work
  • 4.8 - Explain how to amend technical clauses from standard sources, which define the quality, type and standard of the materials, components and finished work
  • 4.9 - Explain how to check that the specification is consistent with the current design and other design documentation
  • 4.10 - Explain how to update the specification promptly when the design changes
  • 4.11 - Explain how to obtain necessary checks and approvals for the content and presentation of specifications
5 Be able to control and maintain project information
  • 5.1 - Confirm with the client the information required for decision making throughout the project stages
  • 5.2 - Identify and confirm protocols, data formats and standards for information exchange between all relevant project stakeholders
  • 5.3 - Obtain information about design parameters which may contribute to the development of design and preparation of information and documents
  • 5.4 - Evaluate the information on design parameters to see whether it is adequate to meet the requirements of the stakeholders and requirements for controlling information and document production
  • 5.5 - Assess the status of the information on design parameters and pass it on to people who need it for project information and document production, indicating any special considerations and limitations on its use
  • 5.6 - Ensure that information and documents are collated when they have been produced and evaluate them against the agreed criteria
  • 5.7 - Advise people who are producing information and documents, clarify information when they do not understand the instructions and refer outstanding queries to the people who produced the original information
  • 5.8 - Identify any discrepancies and inconsistencies in the information and documents and refer any problems back to the originators for clarification and resolution
  • 5.9 - Resolve differences between project information and documents and specification and circulate agreed amendments
  • 5.10 - Obtain necessary checks and approvals when they are needed
  • 5.11 - Produce up-to-date and accurate information on progress and issue it to the people who need the information to meet project requirements
  • 5.12 - Ensure that accurate and complete registers and records are maintained which can be used for quality auditing
6 Understand how to control and maintain project information
  • 6.1 - Explain how to confirm with the client the information required for decision making throughout the project stages
  • 6.2 - Describe what to identify as protocols, data formats and standards for information exchange between all relevant project stakeholders
  • 6.3 - Explain how to confirm protocols, data formats and standards for information exchange between all relevant project stakeholders
  • 6.4 - Explain how to obtain information about design parameters which may contribute to the development of design and preparation of information and documents
  • 6.5 - Explain how to evaluate the information on design parameters to see whether it is adequate to meet the requirements of the stakeholders and requirements for controlling information and document production
  • 6.6 - Examine how to assess the status of the information on design parameters
  • 6.7 - Explain how to pass status of the information on design parameters on to people who need it for project information and document production
  • 6.8 - Explain how to indicate any special considerations and limitations on its use
  • 6.9 - Explain how to ensure that information and documents are collated when they have been produced and evaluate them against the agreed criteria
  • 6.10 - Propose how to advise people who are producing information and documents
  • 6.11 - Explain how to clarify information when people do not understand the instructions
  • 6.12 - Explain how to refer outstanding queries to the people who produced the original information
  • 6.13 - Describe what to identify as any discrepancies and inconsistencies in the information and documents
  • 6.14 - Explain how to refer any problems back to the originators for clarification and resolution
  • 6.15 - Propose how to resolve differences between project information and documents and specification and circulate agreed amendments
  • 6.16 - Explain how to circulate agreed amendments to project information and documents and specification
  • 6.17 - Explain how to obtain necessary checks and approvals when they are needed
  • 6.18 - Explain how to produce up-to-date information on progress to meet project requirements
  • 6.19 - Explain how to issue information on progress to the people who need it to meet project requirements
  • 6.20 - Explain how to ensure that accurate and complete registers and records are maintained which can be used for quality auditing
Assessment guidance and/or requirements
This unit must be assessed in a work environment, in accordance with the ConstructionSkills‘ Consolidated Assessment Strategy for Construction and the Built Environment.
Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.