COMPETENCY STANDARDS FOR QUANTITY SURVEYORS
The Australian Institute of Quantity Surveyors(ABN 97 008 485 809)COMPETENCY STANDARDSFORQUANTITY SURVEYORSCONSTRUCTION ECONOMISTSANDCOST ENGINEERS
AMENDMENTSRecord all amendments hereAmendment No.Date EnteredRev No 1.00October 2005Rev No 2.00May 2012Amendment No.Date EnteredPublished by The Australian Institute of Quantity SurveyorsCopyright – All rights reserved First printed March 1998Revised and reprinted May 2012ISBN 1-876389-02-8All enquiries to:The Australian Institute of Quantity SurveyorsLevel 665 York StreetSydney NSW 2000Telephone (02) 6282 2222Facsimile (02) 6285 2427Email contact@aiqs.com.auPage 2i:\register of official documents\aiqs competency standards 2012.docx
COMPETENCY STANDARDS FOR QUANTITY SURVEYORSINTRODUCTIONThe Competency Standards for Quantity Surveyors October 1997 Revised October 2005 provides thebasis for the development and evaluation of the level of competency of Quantity Surveyors for theAustralian Institute of Quantity Surveyors worldwide.The competencies described in this publication cover the broad range of expertise provided by themodern Quantity Surveyor and extends beyond some of the more traditional Quantity Surveyingservices.Competency has been defined as the ability to perform the activities within an occupation to thestandard expected for employment.Certain competencies are essential and provide the core requirements of a competent QuantitySurveyor. These core requirements will change from time to time as the profession meets thedemands for diversified new services. However, in order to clarify the current position, theseStandards have been divided into Core (i.e. essential) units and Specialist (i.e. optional) units ofcompetency.Education bodies seeking accreditation for courses in Construction Economics and QuantitySurveying will be expected to provide an appropriate level of education that satisfies these core unitsof competency.These Standards should also be read in conjunction with the National Competency Standards Policyand Guidelines published by the National Training Board of Australia.The National Training Board Policy and Guidelines provide background information together withguidance on how to use the Standards.The development of competency standards for the profession serves many purposes, butfundamentally provide the profession with the opportunity to: Define the competencies (core and specialist) required by the industry, Evaluate the training programs available to those wishing to enter the profession, Review the skills of practitioners and organisations, and identify their training needs.They may also be used to identify skills which will be needed in the future, directions for professionaldevelopment and registration requirements.These Standards have been prepared under the auspices of The Australian Institute of QuantitySurveyors (AIQS), the regulatory body of the Quantity Surveying profession, whose mission is to:LEADthe development and promotion of the discipline of quantity surveying,construction economics and cost engineering;INFORMthe community of the benefits of total construction cost management;DEVELOPand maintain standards of excellence and best practice in the profession;PROMOTEquantity surveying as indispensable to value-added services in theconstruction process;ENCOURAGEthe efficient and sustainable use of all construction resources.Page 3i:\register of official documents\aiqs competency standards 2012.docx
Membership of the Institute is restricted to those with appropriate educational or practicalqualifications and who have demonstrated the required level of professional competence after arequired work experience period. Corporate membership is open to Quantity Surveyors, Building orConstruction Economists, Cost Engineers, Cost Estimators and Facility Cost Managers. Studentsand other related professionals are eligible for non-corporate membership.Quantity Surveyors are key professionals in the construction industry and their clients includefinanciers, developers, government agencies, building proprietors, investors, insurance assessors,architects, and contractors. They can be involved in estimating, cost planning, cost management,procurement management, contract administration, feasibility studies and asset financial managementand all activities related to making the financial operation of the property and construction industriesas effective and efficient for the various stakeholders.Quantity Surveyors perform the role of cost management throughout the life of a project from theconcept stage through acquisition and operation and finally to disposal. The Quantity Surveyor in therole of cost manager is a competent and experienced person who will safeguard the client’s interestsand manage the process to minimise contractual claims and unexpected financial pressures on thebudget.The following competency standards describe the skills required by Quantity Surveyors in providingprofessional services to the property and construction industries and are broken down into units ofcompetency.Each unit of competency describes in broad terms a particular element of a Quantity Surveyor’sfunction in terms of performance criteria, range indicators and evidence guides.Performance criteria specify the outcomes to demonstrate acceptable performance achieved for eachelement of competency.Range indicators frame the boundaries within which the performance criteria apply.Evidence guides give an indication of tangible results that confirm satisfactory demonstration ofcompetence.Entry or Graduate level Quantity Surveyors first demonstrate acquisition of these competencies bysuccessful completion of their tertiary degree course. This enables them to proceed toProbationer/Entry Graduate level where these competencies are improved and expanded throughsupervised “on the job” training and experience over a minimum of two years. Their competenciesare then reassessed by the Institute through a review process and attendance at an Assessment ofProfessional Competence interview, which they must pass before proceeding to Associate/Memberlevel.Associates and Fellows may acquire the additional competencies through further formal education(post graduate studies), continuing professional development or “in-house” training and workexperience.Page 4i:\register of official documents\aiqs competency standards 2012.docx
COMPETENCY STANDARDS FOR QUANTITY SURVEYORSOCTOBER 2005GENERALBASIC SKILLSPROJECT COST MANAGEMENT COMPETENCIES DESIGN COST MANAGEMENT, COST PLANNING & COST ENGINEERING CONTRACT DOCUMENTATION POST CONTRACT SERVICESSUPPORT SYSTEM COMPETENCIESASSET FINANCIAL MANAGEMENT COMPETENCIESSPECIALISED MANAGEMENT COMPETENCIESGENERALBASIC SKILLSPROJECT COST MANAGEMENT COMPETENCIESDESIGN COSTADVICE, COSTPLANNING & COSTENGINEERINGCONTRACTDOCUMENTATION& PROCUREMENTCONTRACTADMINISTRATIONCORE UNITSCORE UNITSCORE CEQUANTIFICATION,MEASUREMENT &DOCUMENTATIONTENDER PROCESS8. ACCOUNTMANAGEMENT9. CONSTRUCTIONCHANGEMANAGEMENTSPECIALIST UNITS10. CLAIMS &DISPUTERESOLUTION11. FINANCIALAUDIT12. RESOURCEANALYSISSUPPORTCOMPETENCIESASSET NTCOMPETENCIESCORE UNITSSPECIALIST UNITSSPECIALIST UNITS21. FEASIBILITYSTUDIES22. LIFE CYCLECOSTANALYSES23. TAXDEPRECIATION24. SPECIALASSESSMENTS25. AUDITS26. TECHNICALDUEDILIGENCE27. COMPLIANCEISSUES28. PROJECTVALUEMANAGEMENT29. PROJECTMANAGEMENT30. PROJECT RISKMANAGEMENT31. QUALITYASSURANCE13. COMPUTERSERVICES14. CONSTRUCTIONTECHNOLOGY15. GOVERNMENTREGULATION &LAWSPECIALIST UNITS16. ARBITRATION17. EXPERT WITNESS/ EVIDENCE18. BUSINESSMANAGEMENT19. RESEARCH &DEVELOPMENT20. COSTINFORMATIONDATABASEPage 5i:\register of official documents\aiqs competency standards 2012.docx
ACKNOWLEDGMENTSThe Australian Institute of Quantity Surveyors wishes to acknowledge the contribution of a specialtask force established by the Institute in 1995 under the direction of the Institute’s President,Professor Dennis Lenard LFAIQS, which resulted in a draft set of standards in August 1995.These standards were then further researched, developed and edited by Dr Alan Bowen-James,Senior Research Scientist with the Faculty of Design, Architecture and building, University ofTechnology, Sydney.Final development and review was carried out by Martin Hinds a Life Fellow of the Institute.The Institute in 2005 agreed to bring these standards into line with the PAQS standards. This reviewand subsequent revisions was carried out by Robert Little FAIQS, passed Vice President and passedChairman of the OverSeas Committee.CAVEATThe many competencies described in this publication may be acquired by individual QuantitySurveyors over a lifetime of professional practice, education and training.Most Quantity Surveyors should have attained the competencies listed as “core” or essential, eitherafter graduation from their tertiary course and in their first five to ten years of on the job training inapproved employment under approved supervision.A number of other competencies are specialised and therefore optional and might only be acquired byQuantity Surveyors working in a specific area or on particular projects.It is therefore unlikely that all these competencies will be found in any one Quantity Surveyor.However, in many Quantity Surveying practices the balance of these competencies is likely to beprovided by pooling all the skills of the various staff.The Australian Institute of Quantity Surveyors (AIQS) publishes a Members’ Business Register whichlists the services provided by members’ practices. People seeking Quantity Surveying servicesshould refer to that register and ascertain directly that the members concerned are able to provide theskills or competencies required for a particular task.DEFINITIONSBasic SkillsSkills which need to be acquired during tertiary education and arepart of the Core Competencies.Core CompetenciesRequired skills of a competent Quantity Surveyor.Specialist CompetenciesSkills gained in areas akin to Quantity Surveying, which maybecome primary business functions.Page 6i:\register of official documents\aiqs competency standards 2012.docx
BASIC SKILLSThe basic characteristics of the skills that lead to a competent Quantity Surveyor are:Quantification/Measurement.The ability to understand and apply the standard method ofmeasurement relevant to the area of practice understand and apply standard phraseology of buildingtrades and elements quantify, enumerate and measure.Communication SkillsThe ability to: communicate effectively, orally, in writing and with visualaids combine fact or ideas into a complex whole prepare written information in a formal way which clearlyconveys meaning.Personal and Interpersonal SkillsThe ability to: demonstrate self confidence time management and selfmotivation and enthusiasm understand the role and motivation of others and participatein professional and inter-professional teamwork identify and assess problems and find innovative solutions set and achieve personal objectives and targets understand and, where appropriate, apply marketing andnegotiating skills.Business and Management SkillsThe ability to: recognise the need for cost-effective use of appropriateresources understand the process of quality control and assurance,and understand appropriate certification recognise consumer and client needs and the process fortheir satisfaction understand accounting principles, including budgets andcash flows understand the scale of fees and charges for professionalservices be familiar with general economic principles.Professional PracticeThe ability to: recognise the nature and significance of propertydevelopment in all its forms understand the role responsibilities and legal liabilities ofQuantity Surveyors in matters of practice understand and apply the ethics of professional practice understand and apply legislation relevant to providing aprofessional service including registration of QuantitySurveyors and quantity Surveying practices understand the role of Quantity Surveyor in a multidisciplinary project team understand the structure of the national Institute of QuantitySurveyors, its by-laws and rules of conduct.Computer and Information TechnologyThe ability to:Page 7i:\register of official documents\aiqs competency standards 2012.docx
understand and apply basic computer skills relevant to areaof practiceunderstand the use and relevance of informationtechnology.Construction TechnologyAcquire knowledge of: Construction processes and technologies Construction activities and sequencing of activities Source and use of building materials including testing andassessing techniques Design and installation of building services Principles of building science in respect of heat, light andsound Principles of building science in relation to structuresincluding analysis, design and stability Principles of construction including demolition methods,formwork design, erection techniques plant and equipment Principles of site surveys Interpretation of building plans, construction codes andregulations Specification writing.Construction Law and RegulationAcquire knowledge of: Laws and regulations relevant to the construction industryVarious forms of building and construction contracts.These basic skills form the platform from which a competent Quantity Surveyor can develop and are an integralpart of the various units of competence.These abilities and knowledge may be developed during tertiary education or by personal development. Somemay be included as modules of Quantity Surveying courses.Page 8i:\register of official documents\aiqs competency standards 2012.docx
PROJECT COST MANAGEMENT COMPETENCIESAREAS OF CORE PROFESSIONAL COMPETENCIESRange Indicators for all CompetenciesCompetencies in the various performance criteria will be demonstrated in the execution of typical workundertaken as a professional Quantity Surveyor. The work in question will call for the application of extensiveknowledge appropriate to the discipline. Such knowledge will normally be acquired through a structured programof education to degree level incorporating training and work experience.This activity would be based on a clear understanding of the processes involved and includes: construction and financial practices in the construction industry. life cycle implications where required appropriate recording and documentation of information including costingsPractitioners would demonstrate a thorough understanding of: factors affecting the industry- micro and macro economic factors- technological factors- the influence of inflation on construction costs principles of construction and the use of materials the legislative and regulatory requirements of the industry.Additional range indicators for specific competencies are included where required.Communication and computing skills would also be applied in conjunction with these competencies.Discrimination between the application of this unit at the levels of Entry Graduate (Probationer), Associate (orMember) and Fellow is chiefly in terms of the level of autonomy or supervision of the work required and thedegree of leadership exercised. The type of projects on which the practitioner has worked and the range ofexperience would also be taken into account.Entry Graduate (Probationer)The Entry Graduate (or Probationer) would demonstrate these competencies in work undertaken under thesupervision of a more senior practitioner. The Entry Graduate would be able to work effectively and developthrough experience and added responsibility the ability to work under general guidance on the accepted range ofwork carried out by a professional Quantity Surveyor.Associate/MemberThe Associate would demonstrate these competencies in the course of work associated with the application ofappropriate knowledge to recognised tasks either self managed or senior practitioner supervised activities. TheAssociate would have had varied experience and worked on a range of projects.FellowCompetencies would be demonstrated in the course of undertaking tasks associated with the self managedapplication of appropriate knowledge to recognised tasks and leadership of others in the performance of theprofessional activities. The Fellow would be expected to have had considerable experience and demonstratedcompetency over a wide range of projects.Page 9i:\register of official documents\aiqs competency standards 2012.docx
PROJECT COST MANAGEMENT COMPETENCIESAREAS OF CORE PROFESSIONAL COMPETENCIESRange Indicators for all Competencies (continued)Evidence GuideEvidence of successful achievement of these competencies would be effective and efficient management orimplementation of the particular competency’s process and the setting up and application of appropriate systemsfor monitoring of activities.Page 10i:\register of official documents\aiqs competency standards 2012.docx
PROJECT COST MANAGEMENT COMPETENCIESProject cost management involves various cost management and procurement procedures to ensure that theClient's budget is properly established and maintained.DESIGN COST ADVICE, COST PLANNING AND COST ENGINEERING COMPETENCIESCost management of a project includes establishing the budget and then effectively monitoring and reportingagainst that budget on a regular basis, cost planning the evolving design, preparing appropriate contractdocumentation and advising on variations and claims during the progress of the project.Additional Range Indicators strategies for gathering data and carrying out research on current construction costs andfuture predictionsanalysis of data relating to costing, budgeting and cashflows including financialimplications of various optionsuse of appropriate analysis and evaluation techniques in reporting to the Clientapplication of principles of cost management and elemental cost analysisCOMPETENCY STANDARD UNIT 1 - STRATEGIC PLANNING (CORE UNIT)ELEMENT1.11.21.31.41.5Provide strategic advice on thecosts and benefits of variouscourses of action on a constructionprojectPERFORMANCE CRITERIA1.1.1Various techniques for value optimisationestablished and implemented1.1.2Advice on various courses of action providedConduct economic and financialanalyses for the life of aconstruction project1.2.1Relevant financial and economic data collected1.2.2Financial and economic data analysed for life ofprojectProvide input into the developmentof the project brief1.3.1Relevant data collected1.3.2Input into project brief provided1.4.1Requirements of relevant government planningand environmental legislation and regulationresearched1.4.2Strategy developed for compliance andmanagement of the project in line withestablished requirements1.5.1Data for cost benefit analyses accessed andevaluated1.5.2Cost benefit analyses preparedConduct compliance andmanagement studiesPrepare cost benefit analysesPROJECT COST MANAGEMENT COMPETENCIESDESIGN COST ADVICE, COST PLANNING AND COST ENGINEERING COMPETENCIESCOMPETENCY STANDARD UNIT 2 - BUDGETARY PROCESS (CORE UNIT)Page 11i:\register of official documents\aiqs competency standards 2012.docx
ELEMENTPERFORMANCE CRITERIA2.12.1.1Control systems established2.1.2Cost administration proceduresestablished2.1.3Cost reporting and forecastingsystems established andmaintained2.1.4Variation control systemsestablished and maintained2.2.1Required data collected2.2.2Appropriate procedures establishedfor co-ordination of cash flow2.3.1Contractors cost reporting systemsevaluated2.3.2Advice on required changes andadjustments given2.4.1Cost budgets for all contractsprepared and established2.4.2Work package scopeestablished2.5.1Format of cost reports established2.5.2Cost section of projectprogress report preparedbased on appropriate data2.22.32.42.5Establish and maintaincost management andmonitoring proceduresCo-ordinate Client’s cashflowAppr
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