THE COMPETENCY REQUIREMENTS FOR QUANTITY SURVEYORS .

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1.ILIAS SAID, 2. MOHD WIRA MOHD SHAFIEI, 3. ABDELNASER OMRANTHE COMPETENCY REQUIREMENTS FOR QUANTITYSURVEYORS: ENHANCING CONTINUOUSPROFESSIONAL DEVELOPMENTAbstract:Quantity surveyors are construction economists who fulfill varied and comprehensive duties tosupport cost-effective construction and property development projects. The core competencies ofquantity surveyors include determining project budgets, measuring project quantities, preparingcontract documentation (such as Bills of Quantities and cost control documents), administeringcontracts, and preparing final accounts. Despite being recognised as a professional discipline distinctfrom architecture and civil engineering since 1836, quantity surveyors are not immune to the threatsand changes in their operating environment. Some parties in the construction industry have beencritical about the quality of works and services provided by quantity surveyors. Some even questionthe importance of appointing quantity surveyors as project consultants. Because of these challenges,the profession needs to regroup and take stock of the whole situation so that they will not becomeextinct in the future. All parties who have vested interest in the development of the profession, be itthe students, educators, registered as well as unregistered quantity surveyors must find an answer toarguably, the declining roles of quantity surveyors and the lack of recognition they receive inconstruction projects. However, recognising the importance of professional competence, this paperhas looked into issues relating to quantity surveyors’ competency. As results, this paper was revealedthat, quantity surveying educators and practices alike, are still deeply entrenched in the ‘traditional’core competencies rather than the newer and more novel services and skills.Keywords:Competency, training, continuous professional development, occupational skills, quantity surveyingINTRODUCTIONQuantity surveyors are key professionals in theconstruction industry and their clients includedevelopers, government bodies and agencies,building proprietors, architects and contractors.They can be involved in cost planning, costmanagement, project procurement, contractadministration, feasibility studies and assetfinancial management. The wide array ofquantity surveyors’ responsibilities means thatthey have to be educated, trained, and highlyskilled in diverse subjects. Lenard (2000) argued copyright FACULTY of ENGINEERING – HUNEDOARA, ROMANIAthat the changing nature of the construction anddevelopment industry such as the adoption ofinnovativetechnologicalprocessesanddevelopment, the emergence of highly focusedprofessionals and the full range of advancedtechnologies will necessitate a much strongeremphasis on job competencies than ever before.However, competence, in any sphere of work,can be a difficult concept to pin down. It isparticularly difficult when it relates toprofessional occupations where roles can becomplex, and the knowledge and skills involved105

ACTA TECHNICA CORVINIENSIS – BULLETIN of ENGINEERINGmany and varied (Cheetham and Chivers, 1996).In order to arrive at a suggested model ofcompetencies and skills for quantity surveyors, itis important to elaborate and discuss the jobscopes and varying roles of quantity surveyors,be it in professional firms, contractingorganisations, and construction client bodies.This paper will firstly, describe the profession ofquantity surveyors, then followed by discussionon quantity surveyors’ job competencies,deliberation on the research findings and lastly,description on the suggested model ofcompetencies for quantity surveyors.QUANTITY SURVEYING PROFESSIONThe origins of quantity surveyors can be tracedback to the ancient Egyptian civilisation whoused dedicated personnel to carry out estimatesand costing for their magnificent structures andbuildings. It developed into an occupationduring the 17th century restoration of Londonafter the Great Fire. In 1836 the professionentered its new age when the new Houses ofParliament of Great Britain, designed by SirCharles Barry, became the first major publiccontract to be fully measured and tenderedusing detailed bills of quantities for financialaccountability (RICS 2005). A quantity surveyoris a professional in the construction industrywho has the ability to analyse both costcomponents and practical physical constructionworks of a project in a successful way so as to beable to apply the results of his analysis in solvingproblems peculiar to each project (Badu andAmoah, 2004). In general, the principal servicesthat could be offered by any quantity surveyingfirm are (John Austen Associates 2004): Preliminary cost advice and feasibilityestimates. Cost planning. Advising on contractual methods. Advising on selection of other consultants. Advising on contractor selection. Preparing tender documents. Obtaining or negotiating tenders. Reporting on tenders received or packagedeal/design and build offers. Evaluating construction work. Preparing and agreeing accounts for/withcontractors. Preparing expenditure statements for taxaccounting purposes.106Periodic financial reportingTechnical auditing.Assessing replacement value for insurance.Project management related services.Giving expert evidence in arbitrations,adjudications and legal disputes. Preparing/defending against constructioncontract claims.From being a trade-based vocation, quantitysurveying had developed into a full-fledgedprofession widely accepted in the constructionindustry. The quantity surveyors, in its presentday construction industry, uses his ability toanalyse cost components of a constructionproject in a scientific way and apply the resultsof his analysis to a variety of financial andeconomic problems confronting the developerand the designer. Badu and Amoah (2004) heldthat these changing roles had been redefined bythe educational system received by the quantitysurveyors. DIFFERENT ROLES OF QUANTITY SURVEYORSThere are several options in the quantitysurveying field. A qualified quantity surveyor canusually gain employment in quantity surveyingfirms, construction companies, or propertydevelopers. Some large public or privateorganisations that deal with a significant amountof building or construction procurement as partof their activities normally employ ls to become their project managers.Quantity surveyors working in consultant firmsare retained by the construction clients to ensurethat what is eventually built is what the clientswant or could afford (National CommercialServices UK, 2004). The responsibilities of theclient’s quantity surveyor include thepreparation of Bills of Quantities and the givingof advice on what a project would cost. He alsodoes cost planning during the design stage of aproject, examine tenders, price quantities andreport his findings. He also negotiates rates withcontractors on negotiated contracts, valuingwork in. The distinctive skill of a quantitysurveyor lies in his ability to analyse a projectusing the above knowledge and apply it to thefollowing areas like progress payment andmaking recommendations as to payments to bemade to the contractor including advising onthe financial aspects of variations (Badu and2010/Fascicule 3/July September/Tome III

ACTA TECHNICA CORVINIENSIS – BULLETIN of ENGINEERINGAmoah, 2004). The contractor’s quantitysurveyor on the other hand engages himself inmatters relating to costs and estimates from theperspective of ‘entrepreneurial’ contractor, andagrees on measurements with the client’scontractor for any specific project. The principlerole of the quantity surveyor here is to look afterthe financial interests of the contractor. He willcalculate and record the financial value of thework carried out and ensures that the contractoris paid properly and on time. During thecurrency of the contract, he will be involved inmeasurements on site and from drawings inorder to establish the true value of wok done inthe interim period (National CommercialServices UK 2004). He also collects informationabout cost of various operations or method ofconstruction from which the contractor canprepare future estimates. He might also betasked to prepare the project report and assiststhe contractor in his management schedulingplans (Badu and Amoah, 2004).A DISCUSSION ON COMPETENCYThe issue of workers’ competencies had beendiscussed by industrialists, managementpractitioners and academics alike since the1960’s. Concerns had been raised by them aboutthe difficulty in transferring core competenciesto the next generation of employees, and theresultant effect of this transfer to the firm’sability to sustain its competitive advantageacross diverse environments (Hamel andPrahalad 1990; Siddiqi, 2000). However, thethinking on competencies and corporatestrategy remained dormant during during the1970s and early 1980s, the reason being thatmanagement practitioners and academics paidmore attention to other approaches of strategy(Anjana-Kak, 2002). In the late 1990s the idea ofcompetence had gained greater credence andwidely used by industries. Rankin (2000)reported that a significant number of companiesin the UK are using competencies to improveindividual and corporate performance. Baker etal., (1997) observed that companies were startingto look into workers’ competencies when theyrealised that providing a framework whichbrings greater clarity to the idea of competencein business in general, and operations andtechnology management in particular, wouldbring competitive advantage to their2010/Fascicule 3/July September/Tome IIIorganisations. What is competence? In thispaper, the term is not to be likened with theconcept of ‘core competence’ as developed bythe likes of Hamel and Prahalad (1990), Stalk etal., (1992), and Tampoe (1994). For them, corecompetence refers to an integrated set of coretechnologies and core skills that provide anorganisation with its competitive advantage. It ismore organisationally driven rather thanindividually focused. But Boyatzis (1982),Schroder (1989) and Burgoyne (1993) are moreinterested in the ‘individual’ aspect ofcompetence. The concept is widely used inhuman resource management. Individualcompetence refers to the set of skills that anindividual must possess in order to be capable ofsatisfactorily performing a specified job. Holmesand Joyce (1993) defined competence as action,behaviour or outcome which a person should beable to demonstrate, or the ability to transferskills and knowledge to new situations within anoccupational area. Meyer and Semark (1996)have added two new dimensions into thisdefinition i.e. personal attributes and valueorientation. Roggema-van Heusden (2004)attempted to define competence fromprofessional personnel point of view. They heldthat, competence is the ability to perform well ina professional situation that involves theaccomplishment of a certain task or the dealingwith a problem, in a manner that can beobserved and be judged by others. That is to say:a competent professional is capable of applyingthe necessary expertise in confluence witheffective behaviour.THE COMPETENCY MODELAs the needs and expectations of constructionclients have changed, particularly since thedecade of the nineties, so have theirexpectations of professional services in the builtenvironment. Whereas professional serviceshave been engaged without hesitation in thepast, questions about relevancy in terms of valueadded to the project are now being asked(Procter, 1997). Because of the more discerningclients, the profession needs to regroup and takestock of the whole situation so that they will notbecome extinct in the future. Prokesch (1997)argued that knowledge base of the professioncould be the key in unlocking the potential ofthe profession and meeting the changing client107

ACTA TECHNICA CORVINIENSIS – BULLETIN of ENGINEERINGneeds. He believed that, one way of updatingand leveraging the profession’s knowledge baseis to ensure that the constituent skills, abilitiesand values of the profession are subjected toperiodic auditing to highlight criticallyimportant competencies. The proficiency levelsof practitioners in these competencies can thenbe assessed to identify areas of focus for relevanteducation and training for quantity surveyors.Table 1. Competencies required of QuantitySurveyors for professional Competency (RICS)BasiccompetenciesPersonal andinterpersonalskillsBusiness onal competenciesArbitration & other disputeresolution proceduresDevelopment appraisalData, informationand informationtechnologyEconomics ofconstructionFacilities managementProfessionalpracticeProcurementand InsuranceProject managementProperty investmentfundingResearch methodologiesand techniquesValuationTaxation allowances &grantsIn 1998, The Royal Institution for CharteredSurveyors (RICS) had put forward a model ofcompetencies for quantity surveyors. Themodel, as shown in Table 1, was presentedunder three categories of basic, core andoptional competencies.The Australian Institute of Quantity Surveyors(AIQS) also attempted to define and develop amodel of competencies for the quantitysurveyors (AIQS 1998). They had proposed 31competency standards that need to be adheredto by the professional body in producingcompetent quantity surveyors. Apart from thecompetency standards, the Australian Instituteof Quantity Surveyors also recommended thebasic characteristics of abilities that lead to acompetent quantity surveyor. These basicabilities in turn, form the platform from which acompetent quantity surveyor can develop andare an integral part of the 31 units ofcompetency standards. The basic abilities are:108Quantification/measurement – the ability toquantify and enumerate. Analysis – the ability to observe, assess,identify problems and find innovativesolutions. Appraisal/evaluation – the ability to assessvalue. Communication – the ability to impartknowledge, ideas and concepts through oral,written and visual means. Interpersonal skills – the ability to effectivelywork with others and to be part of a team. Leadership – the ability to lead and motivate. Self-development – the ability to set goals,display enthusiasm, self motivate andundertake research. Management – the ability to organise,monitor, control and plan the effective useof resources. Documentation – the ability to preparewritten information in a format whichclearly conveys meaning. Synthesis – the ability to combine fact orideas into a complex whole. Computer literacy – the ability to understandand apply basic computer skills. Construction technology – the ability tounderstand basic construction technology. Construction law and regulation – the basicknowledge of national laws and regulationsrelated to construction.In 1999, The Pacific Association of QuantitySurveyors (PAQS) had analysed a full range ofcompetencies required by a modern quantitysurveyor. In principle they agreed to accept 10competency standards for their quantitysurveyors. Those are: Strategic planning. Budgetary process. Cost estimating. Cost planning. Procurement advice. Documentation. Tendering process. Construction account management. Construction change management. Feasibility studies 2010/Fascicule 3/July September/Tome III

ACTA TECHNICA CORVINIENSIS – BULLETIN of ENGINEERING2010/Fascicule 3/July September/Tome III16.6775.008.33Computer andinformationtechnologyliteracy* 1- Not important, 2- Less imp., 3- Neutral,4- Important, 5- Very 5.0095.0095.00Imp. nt0ConstructionLaw andregulation0Appraisal isRespondent Scoring* (%)23450The respondents were asked to give theiropinion on a given list of characteristics,abilities, and knowledge of a competentquantity surveyor. The list, adapted from theAustralian Institute of Quantity Surveyors’competency model contained 13 characteristics,abilities, and knowledge. The results are shownin Table 2, as follows.Overall, all the respondents were agreeable tothe list of basic characteristics, abilities andknowledge of a competent quantity surveyorproposed to them. This is because, the lowestimportance index reading is 81.67 ). Hence, it could be deduced from theresult that, the respondents are generallyaccepting the importance of all the items in thelist provided to them.Quantification/ Measurement10BASIC CHARACTERISTICS, ABILITIES ANDKNOWLEDGE OF A COMPETENT QUANTITYSURVEYORCharacteristic0The quantity surveyor competency modeldeveloped by the AIQS, RICS, and PAQS hadbeen used to formulate the theoreticalframework for this study. The competencystandards models developed by these threeorganisations model were perceived to be themost comprehensive ever developed to date.The research aims is to put forward a model ofcompetenciesforprofessionalquantitysurveyors in Malaysia. Literature searchconducted in the earlier stage of the researchrevealed that a Malaysian model of competencystandards for the quantity surveyors had notbeen developed before. A sample of 50 quantitysurveying firms registered with The Board ofQuantity Surveyors, Malaysia was randomlyselected for this study. Postal questionnaireswere sent to these firms in January 2005. By the20th of February 2005, 12 firms had returnedcompleted questionnaires to the researcher. Asmall number of filled questionnaires receivedafter the cut off date (20th February) was notanalysed due to time limitation of the research.Hence, the effective research respondents are 12(N 12), a response rate of 24%.Table 2. Basic characteristics, Abilities andKnowledge of a Competent Quantity Surveyor0COMPETENCY STANDARDS FOR THE MALAYSIANQUANTITY SURVEYORSThe respondents stated that, the most importantcharacteristics, abilities and knowledge tion,documentation, and construction technologyare also regarded as highly important forquantity surveyors to achieve an accepted levelof competency. Other less importantcharacteristics, abilities and knowledge toacquire are management, appraisal/evaluation,construction law and regulation, selfdevelopment, leadership, synthesis, andcomputer and information technology literacy.109

ACTA TECHNICA CORVINIENSIS – BULLETIN of ENGINEERINGThree pertinent points came out from this result.Firstly, the respondents widely accepted thatinterpersonal skills are one of the three mostimportant abilities to acquire for any would-becompetent quantity surveyors. This findingshows that apart from quantity surveying relatedknowledge, it is important for quantity surveyorsto acquire the ‘soft’ skill such as interpersonalskills to help them carry out their work in acompetent manner. Secondly, it is interesting tonote that documentation did not come up top inthe ranking of characteristics, abilities andknowledge importance. According to popularbelief, the knowledge of documentation shouldbe one of the most important aspects of quantitysurveying work. Apparently, the respondentsdisagreed with such a belief and did not placedocumentation in a higher position ofimportance. Similarly, construction law andregulation – popularly perceived as one of themost important scope of quantity surveyors didnot make it to the most important or evenhighly important list of characteristics, abilitiesand knowledge for quantity surveyors. Thirdly,computer and information technology literacywas not ranked high enough by the respondentsa

Quantity surveyors working in consultant firms are retained by the construction clients to ensure that what is eventually built is what the clients want or could afford (National Commercial Services UK, 2004). The responsibilities of the client’s quantity surveyor include the

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