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RPL Tools Instruments CM

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100% found this document useful (1 vote)
775 views

RPL Tools Instruments CM

RPL-tools-instruments
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 74

RPL Procedures, Tools and Instruments for the

categories Professional and Candidate


Construction Management

Portfolio of Evidence
Of

SACPCMP
Tool Instruments CM Page 1
Contents Page

Portfolio of Evidence .................................................................................................................................3


Portfolio Tracking Form ......................................................……………………………………………4
Clusters For Construction Manager....................................................................................................5
Portfolio of Evidence .................................................................................................................................8
Applicant Information Form ....................................................................................................................9
Applicant Information Form Codes .................................................................................................. 11
My ID Book .................................................................................................................................................. 12
Request for Recognition of Prior Learning ................................................................................... 13
Declaration of Authenticity .................................................................................................................. 18
My CV............................................................................................................................................................. 19
My Certificates ........................................................................................................................................... 20
My Position in the Company ............................................................................................................... 21
Summary of my company ..................................................................................................................... 21
My most recent job description ......................................................................................................... 22
Construction Management Objectives ........................................................................................... 24
Evidence Review Numeracy and Literature .................................................................................. 25
Assignment Evidence............................................................................................................................. 53
Naturally Occurring Evidence ............................................................................................................. 56
Annexure 1: SAQA’s NQF and Vocational Qualification Structure .................................... 57
Annexure2: NQF level and Bands .................................................................................................... 58
Annexure 3: Level Descriptors ........................................................................................................... 59
Annexure 5: Collecting your evidence ............................................................................................ 65
Annexure 6: Deadline Dates ................................................................................................................ 68
Annexure 7: Appeal Form ..................................................................................................................... 69
Annexure 8: Portfolio of Evidence Checklist ............................................................................... 72
Annexure 9: RPL Evaluation Form ................................................................................................... 73

This document was modified for SACPCMP and it may not be reproduced in any form
without permission. The SACPCMP Registration outline and the material are, however,
public property and SACPCMP does not hold copyright on these documents.

Contact SACPCMP on www.sacpcmp.co.za if you have any doubt about what may
or may not be copied.

Only for use by registered SACPCMP RPL applicants.

SACPCMP
Tool Instruments CM Page 2
Portfolio of Evidence
Name

ID Number
Day time contact telephone Area code:
number Tel number:
Email address
Registration Title
Construction Manager
Construction Project Manager
SACPCMP REGION

RPL Reviewer Panel Partner

Submission date

SACPCMP
Tool Instruments CM Page 3
SACPCMP APPLICATION
TRACKING FORM
Date Application Received: Received By:
Name of Applicant
Category applied for
Date Application Acknowledged
Date Application Reviewed by Registrar and
comments
Registration Committee

Committee Member Date Forwarded Date Received Back Signature

Date Official decision received by Registrar


Date feedback returned to applicant
Dates applicant acknowledged receipt
Date outstanding payment received
Date Certificate printed
Date Certificate handed to President for signature
Date Certificate posted/collected

Portfolio Tracking Form


(For SACPCMP use only)
This form allows us to track your portfolio as it moves around. Your RPL adviser will complete it. When
your portfolio is returned to you, you will be asked to sign this form and it will be taken from your
portfolio and filed.

Your name
and given to

Your cell number


portfolio of

Your company

Date received by SACPCMP


Date received by SACPCMP Support
Centre
torn off
submit your

Date issued to reviewer and name of


reviewer
SACPCMP

from:

Date returned to SACPCMP by reviewer


Date issued to moderator and name of
b
e

received
you
will

moderator
Date returned to SACPCMP by moderator
this

by:
when
to

Date received by branch


Received
evidence

Portfolio
Receipt –

Date of experiential observation


Date:

Date received by applicant


you

Signature of applicant

SACPCMP

Tool Instruments CM Page 4


Requirement Clusters For Construction Manager
BASED ON IDENTIFICATION OF WORK
FOR CONSTRUCTION MANAGERS

You are required to complete all of the listed components.


(A) Accepted or (NYA) Not yet Accepted

Fundamental

Level
9015 Apply knowledge of statistics and probability to critically interrogate and 4
effectively communicate findings on life related problems
12417 Measure, estimate & calculate physical quantities & explore, critique & 4
prove geometrical relationships in 2 and 3 dimensional space in the life and
workplace of adult with increasing responsibilities
7468 Use mathematics to investigate and monitor the financial aspects of 4
personal, business, national and international issues
Project work stages:
Stage 1 Initiation and Briefing N/A
Stage 2 Concept and Feasibility N/A
Stage 3 Design Development
3.1 Define and agree preliminary scope of construction works.

3.2 Prepare Preliminary Construction Programme

3.3 Provide the necessary lead times required to prepare a detailed Design and
Documentation Programme.

3.4 Review and recommend practical and cost effective construction alternatives to
consultants’ designs.

3.5 Attend the appropriate planning, co-ordination and management meetings as required.

3.6 Review designs by consultants in relation to constructability requirements.

3.7 Review designs by consultants in relation to Health and Safety requirements during
construction and provide input if required on related practical and cost issues.

3.8 Provide detailed cost information as required by the cost consultant for estimating,
budgeting and cost reporting purposes.

3.9 Prepare and submit a proposed method statement for the construction of the works.

Stage 4 Tender Documentation and Procurement


4.1 Review and confirm the Construction Strategy and method for submission of the
Tender

4.2 Prepare the Construction Management Organogram and obtain commitment from
appropriate staff as required.

4.3 Select, recommend and agree the procurement strategy for subcontractors and
suppliers with the Principal Agent and consultants

4.4 Manage and co-ordinate the preparation and implementation of the Health and Safety
requirements for inclusion in the tender

SACPCMP
Tool Instruments CM Page 5
4.5 Manage and procure proposals for the appropriate contract insurances and guarantees
required for the works.

4.6 Review tender documentation to establish any cost effective alternative solutions.

4.7 Manage the preparation and submission of the tender

4.8 Prepare and agree the Procurement Programme for subcontractors and suppliers

4.9 Agree list of subcontractors and suppliers with the Principal Agent

4.10 Manage the tender process in accordance with agreed procedures, including calling for
tenders, adjudication of tenders, and recommendation of appropriate domestic
subcontractors and suppliers.

4.11 Manage, co-ordinate and finalize negotiations on all contractual commitments.


Stage 5 Construction Documentation and Management
5.1 Manage the preparation and agreement of the Health and Safety Plan with the Client’s
Health and Safety Consultants and subcontractors

5.2 Manage the site establishment including the provision of all necessary temporary
services, storage facilities, security requirements and other site requirements

5.3 Establish and maintain regular monitoring of all line, level and datum of the works.

5.4 Continuously monitor the compliance by the site management of the Health and Safety
Plan.

5.5 Provide the necessary documentation as required by the Health and Safety Consultant
for the Health and Safety File.

5.6 Manage the implementation of the requirements of the Environmental Management Plan.

5.7 Appoint subcontractors and suppliers including the finalization of all agreements.

5.8 Receive, co-ordinate, review and obtain approval of all contract documentation provided
by the subcontractors and suppliers for compliance with all of the contract
requirements.

5.9 Monitor the ongoing projects insurance requirements.

5.10 Facilitate and manage the establishment of subcontractors on the site.

5.11 Finalize and agree the Quality Assurance Plan with the design consultants and
subcontractors

5.12 Continuously monitor the compliance of the quality of the works in accordance with the
agreed Quality Assurance Plan.

5.13 Establish and co-ordinate the formal and informal communication structure and
procedures for the construction process

SACPCMP
Tool Instruments CM Page 6
5.14 Regularly conduct and record the necessary construction management meetings
including subcontractors, suppliers, programme, progress and cost meetings

5.15 Finalize and agree the contract programme and revisions thereof as necessary.

5.16 Prepare and finalize the detailed Construction Programme including resources planning

5.17 Prepare and agree Information Schedule for timeous implementation of construction.

5.18 Continuously manage the review of construction documentation and information for
clarity of construction requirements.

5.19 Manage and administer the distribution of construction information to all relevant
parties.

5.20 Continuously monitor the construction progress

5.21 Manage the review and approval of all necessary shop details and product proprietary
information by the design subcontractors.

5.22 Review and substantiate circumstances and entitlements that may arise from any
changes required to the Contract Programme

5.23 Establish procedures for, and monitor all scope and cost variations

5.24 Manage the preparation of monthly progress claims for payment

5.25 Receive, review and substantiate any contractual claims within the prescribed period

5.26 Regularly prepare and submit a Construction Status Report, including construction
financial status report

5.27 Manage, co-ordinate and supervise all work on and off site.

5.28 Manage and co-ordinate the requirements of the direct contractors if required to do so.

5.29 Manage, co-ordinate and monitor all necessary testing and commissioning.

5.30 Co-ordinate, monitor and expedite the timeous rectification of all defects for the
achievement of Practical Completion.
Stage 6 Contract Close Out
6.1 Monitor, evaluate and expedite the construction works completion certificate.
6.2 Prepare and monitor the preparation of all as built drawings, operating manuals,
warrantees and guarantees of the completed construction works
6.3 Finalize the necessary Health and Safety File for hand over
6.4 Manage and conduct the necessary measures during the defects liability period for
Final Completion
6.5 Prepare and conclude the final account with the client and subcontractors
6.6 Prepare the final construction of works contract close out report for hand over
6.7 Manage, co-ordinate and expedite the preparation and agreement of the final accounts
with the cost consultants and all subcontractors
6.8 Co-ordinate, monitor and expedite the timeous rectification of all defects for the
achievement of Final Completion.
6.9 Prepare and present Contract Closeout Report

SACPCMP
Tool Instruments CM Page 7
Portfolio of Evidence

Contents Page

Portfolio of Evidence ................................................................................................................................ 3


Portfolio Tracking Form ............................................... Error! Bookmark not defined.
Clusters For Construction Manager................................................................................................... 5
Portfolio of Evidence ................................................................................................................................ 8
Applicant Information Form 9
Applicant Information Form Codes 11
My ID Book 12
Request for Recognition of Prior Learning 13
Declaration of Authenticity 18
My CV 19
My Certificates 20
My Position in the Company .............................................................................................................. 21
Summary of my company .................................................................................................................... 21
My most recent job description 22
Construction Management Objectives 24
Evidence Review Numeracy and Literature ................................................................................. 25
Assignment Evidence............................................................................................................................ 53
Naturally Occurring Evidence 56
Annexure 1: SAQA’s NQF and Vocational Qualification Structure ................................... 57
Annexure2: NQF level and Bands 58
Annexure 3: Level Descriptors .......................................................................................................... 59
Annexure 5: Collecting your evidence ........................................................................................... 65
Annexure 6: Deadline Dates ............................................................................................................... 68
Annexure 7: Appeal Form .................................................................................................................... 69
Annexure 8: Portfolio of Evidence Checklist .............................................................................. 72
Annexure 9: RPL Evaluation Form .................................................................................................. 73

SACPCMP
Tool Instruments CM Page 8
For Office Use

Date filed

Date Captured

Signature

Applicant Information Form

This form gives SACPCMP some information about applicants.


Please use the code list attached on page 13

National ID number
Alternative ID type
Applicant alternative ID
Equity code
Nationality code
Gender code
Citizen resident status code
Home language code
Socioeconomic status code
Disability status code
Applicant last name
Applicant first name
Applicant middle name
Applicant title
Applicant birth date YYYYMMDD
Applicant home address
Applicant postal address
Applicant home address
postcode
Applicant postal address
Postcode
Applicant phone number ( )

Applicant cell phone number


Applicant fax number ( )

Applicant email address


Province code

Applicant previous last name Tick appropriate box (X)


SACPCMP

Tool Instruments CM Page 9


Registration Grade Applied for Construction Manager
Registration Grade Applied for Construction Project Manager
Date when Applicant
assessment completed
YYYYMMDD

Reviewer ID

Date stamp YYYYMMDD

SACPCMP
Tool Instruments CM Page 10
Applicant Information Form Codes
Alternative ID type Equity code Nationality code Citizen/residence status
521 SACPCMP Reg No BA Black: African U Unspecified SEY Seychelles U Unknown
527 Passport No BC Black : Coloured SA South African ZAI Zaire SA South Africa
529 Driver’s licence BI Black : Indian / Asian SDC SADC except SA ROA rest of Africa O Other
531 Temporary ID no U Unknown (i.e. Nam to ZAI) EUR European D Dual (SA plus other)
533 None WH White NAM Namibia countries
535 Unknown BOT Botswana AIS Asian countries
537 Student no ZIM Zimbabwe NOR North American
538 Work permit no ANG Angola countries
539 Employee no MOZ Mozambique SOU Central & South
540 Birth certificate no LES Lesotho American countries
541 Human Sciences SWA Swaziland AUS Australia & New
Research MAL Malawi Zealand
ZAM Zambia OOC Other and rest
MAU Mauritius of Oceania
TAN Tanzania NOT N/A: Institution
Home language code Province code Disability status Socioeconomic Status
ENG English 0 Undefined N None U Unspecified
AFR Afrikaans 01 Sight (even with glasses) 01 Employed
1 Western Cape
OTH Other 02 Hearing (even with hearing aid) 02 Unemployed
SEP sePedi 2 Eastern Cape 03 Communication (talking, listening) 03 Not working – looking for work
SES seSotho 04 Physical (moving, standing, grasping) 04 Not working – housewife/homemaker
3 Northern Cape
SET seTswana 05 Intellectual (difficulties in learning); 06 Not working – scholar/full time student
SWA siSwati 4 Free State retardation 07 Not working – pensioner/retired person
TSH tshiVenda 06 Emotional (behavioural or psychological) 08 Not working – disabled person
5 Kwazulu-Natal
U Unknown 07 Multiple 09 Not working – not wishing to work
XHO isiXhosa 6 North West 09 Disabled but unspecified 10 Not working – none of the above
XIT xiTsonga U Unknown 97 N/A : Aged < 15
7 Gauteng
ZUL isiZulu 98 N/A : Institution
NDE siNdebele 8 Mpumalanga
9 Limpopo

SACPCMP
Tool Instruments CM Page 11
My ID Book

Take this page out and replace it with a certified copy of your ID book.

Please make sure that it is clear and that the photograph can be seen.

SACPCMP
Tool Instruments CM Page 12
Request for Recognition of Prior Learning

Date:

SACPCMP Centre
P.O. Box 6286
Halfway House
1685

Request for RPL

This letter confirms that I (full name)

and (ID number) , employee of

(Full name of company)

in the capacity of (job title)


request to be RPL’d (i.e. recognised for prior learning) for registration as: Tick
appropriate box (X)
Construction Manager

Construction Project Manager

I would like to be RPL’d because:

Now think about why you want RPL. Write about what you have achieved and
learnt over your years of working. Include factors such as:
Your learning and its contribution to your company’s successes
Your learning and its contribution to your life

Your learning and experience and how they has prepared you to achieve
what you have
You could also say:

I think I am competent at the level of this registration because I have…


I believe I operate at the level of this registration because I have…

I have learnt the following over my years of working and this is how it
links to the registration requirements

SACPCMP
Tool Instruments CM Page 13
Note: Your letter will not be long – probably 2-3 pages. Most of it will be details
of your learning and how you match it to the registration requirements.

Remember, this is a reflection not a job description.

SACPCMP
Tool Instruments CM Page 14
SACPCMP
Tool Instruments CM Page 15
SACPCMP
Tool Instruments CM Page 16
Yours sincerely

Your name AND signature

SACPCMP
Tool Instruments CM Page 17
Instructions: Complete this form as proof that your evidence is all your
own. This is part of the validation process.

Declaration of Authenticity

I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (full name)

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ID number)

declare that the contents of this portfolio are my own evidence and that
everything was compiled/completed by me except the items listed below:

Please note that group work should also be listed when it is not clear which
part of the work is yours.

Item Page number

Applicant’s signature: . . . . . . . . . . . . . . . . . . . . .

Date: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

SACPCMP
Tool Instruments CM Page 18
My CV

Put your CV in here. Keep the following in mind:

Keep it fairly short (4-6 pages) – with emphasis on the areas that are covered
by the identity of work criteria that you are requesting RPL for;

Give information on your relevant qualifications and certificates – include


certified copies - and cross reference these to the evidence required;

Give details of any relevant experience or activities you do that could assist
in the RPL process.

SACPCMP
Tool Instruments CM Page 19
My Certificates

Insert certified copies of any certificates that you are using to claim credits

for. These could be:

1. Your standard 10 certificate

2. Your University / Further Education College Certificate

3. Any internal course certificate that has been matched to the scope of
services for the particular registration applied for.

SACPCMP
Tool Instruments CM Page 20
My Position in the Company

Draw your organisational structure. Keep the following in mind:

Mark your position clearly on the organisational structure – use a double line or
a highlighter (if your company is big, include only your department).

Your
Manager

Your
position

Sub-ordinate

Write a short summary about your company – the size, market,


products/services, structure etc.

Summary of my company

SACPCMP
Tool Instruments CM Page 21
My most recent job description

Include a copy of your job description:

If you do not have one, write one out and ask your manager to sign as a
witness to say it is a true reflection of what you do.

SACPCMP
Tool Instruments CM Page 22
My Evidence Assessment Summary sheets

You need to complete these evidence summary sheets.

You need to fill in the page number where the reviewer can find your evidence (this has been done electronically).

You need to reflect on why you think the evidence is sufficient. You do this by:

1. Think what you did in the assignment or question.


2. What did it mean to you in relation to what you do everyday
3. Say how you could apply this knowledge/understanding to other things that you do.

Note: you only need to fill in the “type of evidence” column if you give naturally occurring evidence and do not do the
assignments we give you.

The Objectives cut across all SACPCMP registrations and you need to prove to your reviewer that you have these skills. You do not have to give
extra evidence – simply cross-reference these objectives to evidence already in your portfolio.

SACPCMP

Tool Instruments CM Page 23


Construction Management Objectives
Objectives Evidence submitted by you to show competence Page
number
Manage myself and my own time to plan for the solution to
practical problems

Collect, analyse, organise and critically evaluate


information to solve problems

Demonstrate the ability to analyse and design


organisational procedures within the environment

Communicate verbally and in writing

Interact within the construction organisation and determine


ways of effective management using critical and creative
thinking
Use critical thinking skills to solve any problems that may
arise

Interact in a culturally and aesthetically sensitive manner to


people, and handle any conflict that may arise

Manage the health and safety aspect of the construction


site during design, execution and maintenance periods

Use science and technology effectively

Demonstrate an understanding of the world as a set of


related systems and comply with government legislation to
the previously disadvantaged in the community

Plan for own development

SACPCMP
Tool Instruments CM Page 24
Evidence Review Numeracy and Literature
Registration Type CONSTRUCTION MANAGER
SACPCMP

Numeracy & Literacy Review Apply knowledge of statistics and probability to critically interrogate and effectively
communicate findings on life related problems
SAQA US ID, NQF Level & credits 9015, NQF level 4,
Field & subfield Physical, Mathematical, Computer and Life Sciences, Mathematical Sciences

Specific Outcomes Type of Evidence Reflection by the Page Assessment Reviewers


produced by applicant on the number/s of decision Signature
applicant evidence that was evidence A NY
produced & the process It is page number
in my PoE
that was followed
SO 1 Critique and use techniques Show evidence of
for collecting, organising completing a
and representing data. programme
SO 2 Use theoretical and Show evidence how
experimental probability to programme
develop models compiled

SO 3 Critically interrogate and Show evidence of


use probability and past feed back of
statistical models programmes

Assessor comments/feedback for whole unit standard:

SACPCMP
Tool Instruments CM Page 25
Numeracy & Literacy Review Measure, estimate & calculate physical quantities & explore, critique & prove geometrical
relationships in 2 and 3 dimensional space in the life and workplace of adult with increasing
responsibilities
SAQA US ID, NQF Level & credits 12417, NQF level 4,
Field & subfield Physical, Mathematical, Computer and Life Sciences, Mathematical Sciences

Specific Outcomes Type of Evidence Reflection by the Page Assessment Reviewers


produced by applicant on the number/s of decision Signature
applicant evidence that was evidence A NYA
produced & the process It is page number
in my PoE
that was followed
SO 1 Measure, estimate, and Show evidence of
calculate physical calculating site
quantities. valuations

SO 2 Explore, analyse & critique, Show evidence of


describe & represent, calculating areas of
interpret & justify excavations
geometrical relationships.

Reviewers comments/feedback for requirements:

SACPCMP
Tool Instruments CM Page 26
Numeracy & Literacy Review Use mathematics to investigate and monitor the financial aspects of personal, business,
national and international issues
SAQA US ID, NQF Level & credits 7468, NQF level 4,
Field & subfield Physical, Mathematical, Computer and Life Sciences, Mathematical Sciences

Specific Outcomes Type of Evidence Reflection by the Page Assessment Reviewer


produced by applicant on the number/s of decision Signature
applicant evidence that was evidence A NYA
produced & the process It is page number
that was followed in my PoE
SO 1 Use mathematics to plan Show evidence of
and control financial contract estimates
instruments.

SO 2 Use simple and compound Show evidence of


interest to make sense of funding for
and define a variety of contracts
situations.

SO 3 Investigate various aspects Show evidence of


of costs and revenue contract claims and
effect on cash flow
SO4 Use mathematics to debate Show evidence of
aspects of the national and current effects on
global economy. contract costs
Reviewers comments/feedback for requirements:

SACPCMP
Tool Instruments CM Page 27
Knowledge Review - Questions for Numeracy and Literacy [12]

Question Knowledge Mark


Area
1.1 How is distance measured around the perimeter of a Numeracy
soccer field [2]
1.2 How is the distance measured around the perimeter of a Numeracy
circle [2]
1.3 Draw a triangle and a rectangle [2] Numeracy

1.4 What is the unit of distance measured in [2] Numeracy

1.5 In a game of chance, what is the probability of throwing a Numeracy


dice, With the 6 facing up? [2]
1.6 What is the average of the following costs for concrete: Numeracy
R784.50, R792.60, R 830.40 and R815.10 [2]

SACPCMP
Tool Instruments CM Page 28
Question 2 [12417] [62]

2.1 You are moving to new offices. On a sheet of graph paper, DRAW the aerial view of the
following office to scale. [20]
The offices have these dimensions:

20 m X

6m

18 m

Front door

16 m

3m

2.2 SUGGEST the best places to fit in the following (DRAW them to scale on your
plan): [12]
i. 10 desks of 1.8m x 800cm (don’t forget space for chairs and people to sit)
ii. 2 cupboards of 2m x 6m
iii. 4 bookshelves of 2m x 800cm
iv. 2 pot plants of 1m diameter

v. 2 right-angled triangular tables – where the edge opposite the right angle is
2100 cm long.

vi. Calculate how much paint you will need to use to paint the new offices – the
2
ceiling is 3m high. (1lt paint will cover 1m )

2.3 DRAW an accurate (to scale) side view of the inside of the office from the front door
looking in towards the back corner (X). Assume the office is laid out as per your
aerial view suggested in 2.1 above. Draw this on page 30. [20]

SACPCMP
Tool Instruments CM Page 29
SACPCMP
Tool Instruments CM Page 30
2.4 - Side view of the inside of the office from the front door looking in towards the back
corner (X). [10]

SACPCMP
Tool Instruments CM Page 31
Question 3 [9015; 7468] [12]

With reference to the Table on page 33, please answer the following questions: [3]

3.1 What percentage of children eats fish?

3.2 Which raw fruit is eaten most?

3.3 By weight, do these children eat more sweets or


more fresh fruit?

3.4 Based on the answer to 3.3, is this a good result and why? [2]

3.5 Looking at the table as a whole, do you think the foods consumed are a balanced diet
for a 1-5 year old child? Explain your answer [4]

3.6 Is this the best way of showing these results? What other methods may have more
visual impact? [3]

SACPCMP
Tool Instruments CM Page 32
Source: report on South African food consumption studies undertaken amongst different population groups
(1983 – 2000): Average intakes of foods most commonly consumed

SACPCMP
Tool Instruments CM Page 33
Evidence Review for Stage 3
Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE

Stage 3 Design Development


3.1 Contribute to the pre Show evidence of the
contract identification, design teams charter
description and analysis. or brief.

3.2 Apply a range of Show evidence of tools


management tools to produces to detailing
prepare a construction the construction
programme programme.

3.3 Apply a range of Show evidence of tools


management tools to produces to detailing
prepare a design and the detailed design
documentation and documentation
programme programme.

3.4 Identify, suggest and Show evidence of non-


implement corrective conformance reports
actions to improve to improve practical
practical and cost and cost alternatives
alternatives to design to design.
consultants by
construction manager

3.5 Identify, suggest and Show evidence of the


implement corrective implementation of the
actions to design non-conformance
consultants with respect report with regard to
to standard health and Health and Safety.
safety requirements

SACPCMP

Tool Instruments CM Page 34


Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE
3.6 Identify elements and Show evidence of the
resources to be costed preparation of cost
through interpreting the estimates (WBS)
project and monitoring
actual against budget

3.7 Plan organise and attend Show evidence of


construction meetings agendas, minutes of
meetings detailing
meetings and
workshops attended
3.8 Prepare a method Show evidence of the
statement for the resource schedule for
construction of works the works
3.9 Conduct documentation Show evidence of
management stage 3
documentation.
(Foundations)
3.5 Discuss and explain de- Show evidence of
watering and methods of alternative methods of
ground water control controlling ground
water
3.6 Describe and explain Show evidence of
basement construction various alternative
methods including processes
methods of support to
excavations and adjacent
properties

(Demolition)

SACPCMP

Tool Instruments CM Page 35


Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE
3.7 Demonstrate an Show evidence of
understanding of the procedures to be
demolition process. adopted

3.8 Explain the required Show the necessary


statutory regulations for documents required
demolition works

(Substructure)
3.9 Demonstrate an Show evidence of the
understanding of the necessary measures to
required plant and be put in place
equipment selection for
substructure safety and
statutory regulations

(Superstructure)
3.10 Explain how the selection Show evidence of how
of structural frames the different methods
effects the economic ratio effect cost
of cost to loadings

3.11 Explain the processes of Show evidence of the


structural steel frame available methods of
erection erection

3.10 Explain the methods of Show evidence of the


support and joints to various methods
steel/ concrete floor available
components

SACPCMP

Tool Instruments CM Page 36


Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE
3.11 Explain the properties and Show evidence of the
usage of concrete in use of concrete in
superstructure forms different forms

3.12 Compare the differences Show evidence of the


of pre cast and post differences in each
tensioned methods of method
superstructure
construction

3.13 Explain various types of Show evidence of the


formwork support systems various methods
and safety measures available

(Construction Envelope)

3.14 Demonstrate the Show evidence of the


understanding of the various methods
impact of selection of available
design method has on the
life cycle costs

3.15 Explain the effect of Show evidence of how


climatic control measures climate can effect
on a structure structures

3.16 Explain the need for the Show evidence of the


provision of movement various methods
and its prevention or available
inclusion of on the
structural form of the
project

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Tool Instruments CM Page 37


Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE

(Floors)
3.17 Compare the different Show evidence of the
types of floor different types
constructions available

3.18 Explain the economic Show evidence of the


advantages and differences in both
disadvantages of cast in methods
situ and precast
(Roofs)
3.19 Explain the various forms Show evidence of the
of structural forms of roof various methods
material available

3.20 Explain the various roof Show evidence of the


covering materials various methods
available
3.21 Demonstrate the Show evidence of the
understanding of the various methods
erection procedures for available
the roof structure

(Fire)
3.22 Explain the methods of Show evidence of the
fire protection measures to be
adopted
3.23 Explain the fire safety Show evidence of the
protection systems measures to be
adopted
(Maintenance)

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Outcomes Type of Evidence Reflection by the Page Assessment Reviewer
produced by applicant on the number/s of decision Signature
applicant evidence that was evidence
produced & the process It is page number A NYA
that was followed in my PoE
3.24 Demonstrate the Show evidence of the
understanding of past various types
types of building previously available
construction
3.25 Explain the need for Show evidence of the
timber treatment necessity for this
process
3.26 Explain the need for Show evidence of the
moisture penetration various methods
prevention available
3.27 Describe various support Show evidence of the
systems for maintenance various methods
to structures available
(Site Development)
3.28 Demonstrate the site Show evidence of the
setting out procedures methods available

3.29 Explain the site Show evidence of the


establishment procedures process

3.30 Explain the earthworks Show evidence of the


techniques for levelling, various methods
retaining and service
installations
Reviewer comments/feedback for stage 3 requirements:

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Knowledge Review - Questions for Stage 3 [34]

Stage Question Knowledge Area Mark


3.1.a Summarise the use of established HRM selection, assignment, training, performance Human Resource
evaluation and motivation tools [2]
3.1.b Discuss human resource matrix management environment [2] Human Resource

3.2.a Demonstrate how communication plans and associated processes are developed for projects Communications
[2]

3.4.a Discuss how information is managed during the project [2] Communications

3.5.a Examine the practice of change control to improve practical and cost alternatives to design Scope
consultants by construction manager [2]

3.7.a Justify the use of the schedule as a control mechanism to monitor the design consultant’s Time
programme to meet deadlines [2]

3.8.a Analyse the roles, responsibilities, conflict and stress issues associated with individuals within Human Resource
a design team [2]

3.9.a Illustrate the use of the budgets and expenditure forecasts as control mechanisms [2] Cost
3.9.b Discuss acceptance of responsibilities for project quality management [2] Quality

3.10.a Demonstrate how quality requirements and outcomes are determined for projects [2] Quality
3.10.b Discuss the use of quality management systems and standards [2] Quality
3.10.c Examine how quality tools are selected for use in projects [2] Quality

3.11 a Discuss the basic steps to be taken on carrying out construction of foundations on a site with Construction
particular reference to the methods used and type of plant and equipment required [2] Technology
3.11 b Illustrate the different methods of concrete and steel structures and their particular usages Construction
[2] Technology

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3.11 c Discuss the various methods for roof structures and coverings and their particular usages [2] Construction
Technology
3.11 d Explain how the selection of design and material used can effect the project cost estimates, Construction
time and quality that results in clients satisfaction [2] Technology
3.11 e Explain the necessity in planning the site development for retaining techniques, storm water Construction
and other services [2] Technology

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Evidence Review for Stage 4

Reflection by the Page number/s Assessment Reviewer


Outcomes Type of Evidence applicant on the of evidence decision Signature
produced by evidence that was It is page number A NYA
applicant produced & the process in my PoE
that was followed
Stage 4 Tender Documentation and Procurement
4.1 Compile and process Show evidence of
procurement requests to procurement plan
required standards and
needs.
4.2 Identify and recognise Show evidence of
potential risks that could risk management
affect project plan
performance.
4.3 Source suppliers to meet Show evidence of
procurement procurement policy.
requirements.

4.4 Receive and evaluate Show evidence of


proposals and make procurement policy.
supplier
recommendations.
4.5 Supervise procurement Show evidence of
administration. procurement policy

4.6 Monitor supplier Show evidence of


performance and build procurement policy
supplier relations.
Reviewers comments/feedback for stage 4 requirements:

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Knowledge Review - Questions for Stage 4 [20]

Stage Question Knowledge Area Mark


4.1.a Describe the procurement management processes, policies and procedures [4] Procurement

4.2.a Justify how procurement requirements are identified and documented for projects [4] Procurement

4.3.a Formulate the processes to be followed to produce a procurement management plan to ensure Procurement
that the facilities to monitor Health and safety specifications are included. [4]

4.4.a Discuss in detail a tender process [4] Procurement

4.7.a Analyse the content and process of selection of tender recommendation [4] Procurement

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Evidence Review for Stage 5

Reflection by the Page Assessment Reviewer


applicant on the number/s of decision Signature
Outcomes Type of Evidence evidence that was evidence
produced by produced & the It is page
applicant process that was number in my A NYA
PoE
followed

Stage 5 Construction Documentation and Management


5.1 Implement the appointment of Show evidence of
contractors and all contractor
agreements on behalf of client agreements

5.2 Inform contractor to appoint Show evidence of


nominated sub-contractors appointment of sub-
contractors
5.3 Manage, co ordinate and Show evidence of
approve all contract contract
documentation to comply with documentation
the approved contract
agreement

5.4 Conduct site handover to the Show evidence of


relevant contractors minutes relating to
site handovers.
5.5 Implement project Show evidence of how
documentation management a filing system is
to support project processes structured and
indexed reflecting
project, sub-project,
phase and stage
levels, management,
quality and specialist
(technical) products

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Reflection by the Page Assessment Reviewer
applicant on the number/s of decision Signature
Outcomes Type of Evidence evidence that was evidence
produced by produced & the It is page
applicant process that was number in my A NYA
PoE
followed
5.6 Plan, organise and support Show evidence of how
project meetings and templates are
workshops to review and available to request a
implement corrective actions change on a project.
to improve quality How log files of
project change
requests are
maintained.
5.7 Evaluate the contract Show evidence of
programme by the contractors review actions to the
programme
5.8 Facilitate change control to the Show how tracking,
scope of works and cost recording and
alterations to the contract reporting of status of
change requests is
completed.
5.9 Facilitate and monitor the Show how tracking,
Health and Safety Plan recording and
reporting of Health
and Safety plan is
completed.
5.10 Facilitate and monitor the Show how tracking,
environmental management recording and
plan reporting of
environmental
management plan is
completed.

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Reflection by the Page Assessment Reviewer
applicant on the number/s of decision Signature
Outcomes Type of Evidence evidence that was evidence
produced by produced & the It is page
applicant process that was number in my A NYA
PoE
followed
5.11 Implement the construction Show evidence of how
communication and the construction and
information procedures information
procedures were
implemented.

5.12 Evaluate and schedule Show evidence of


timeously issue of construction notification or
information to contractors and meetings relating to
professionals the timeous issue of
construction
information to the
contractors
5.13 Manage and approve all Show evidence of
information to the contractors approval of
by the design consultants information passed to
contractors by design
team.
5.14 Provide assistance in Show evidence of site
implementing and assuring visits to check the
project work is conducted in project work
accordance with the project according to the
quality plan Quality Plan

5.15 Manage, Monitor and approve Show evidence of


contractors payments and claim approvals
claims

5.16 Manage and contribute to the Show evidence of


control of actual cost against budget vs. actual
budget for the progress cost reports and variance
reports report.

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Reflection by the Page Assessment Reviewer
applicant on the number/s of decision Signature
Outcomes Type of Evidence evidence that was evidence
produced by produced & the It is page
applicant process that was number in my A NYA
PoE
followed
5.17 Monitor lead times of material Show evidence of
that is critical to the project scheduled lead times

5.18 Prepare and submit progress Show evidence of


reports to relevant project various progress
team reports

5.19 Facilitate manage and co Show evidence of test


ordinate required testing and and commissioning
commissioning with the reports
relevant consultants and
contractors
5.20 Manage co ordinate and Show evidence of the
monitor the practical close out schedule
completion and Final
Completion of the project
5.21 Monitor and evaluate the Show evidence of
items requiring rectification for approved rectification
practical and final completion reports and the final
approval.

Reviewers comments/feedback for stage 5requirements

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Knowledge Review - Questions for Stage 5 [32]

Stage Question Knowledge Area Mark


5.1.a Evaluate the principles of contracts and contractual legal requirements from the project Procurement
management perspective [2]
5.1.b Discuss how required human resources are allocated to and/or selected for projects [2] Human Resource

5.5.a Illustrate how information is managed during the project [2] Communications

5.6.a Summarise the maintenance of project management information systems and communications Communications
networks [2]

5.8.a Discuss how the need for scope changes within the project are identified and implemented [2] Scope

5.9.a Explain how the project is monitored during the lifecycle of the project [2] Integration

5.11.a Discuss how project reporting processes are managed during projects [2] Communications

5.12.a Analyse how team members are managed throughout the project with respect to time Time
management within the project [2]
5.12.b Summarise how the schedule is managed throughout projects [2] Time

5.14.a Analyse how team members are managed throughout the project with respect to quality within Quality
the project [2]
5.14.b Illustrate how problems and issues with respect to quality and arising during projects are Quality
identified and addressed [2]

5.16.a Discuss how team members are managed throughout the project with respect to the costs of the Cost
project [2]

5.17.a Describe how problems and issues with time management of projects are identified and Time
addressed [2]

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5.19.a Demonstrate how contract finalisation activities are managed [2] Procurement
5.19.b Discuss how project is reviewed with respect to procurement management [2] Procurement

5.21.a Describe how project is reviewed with respect to the costs of the project [2] Cost

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Evidence Review for Stage 6

Reflection by the Page Assessment Reviewer


Outcomes Type of Evidence candidate on the number/s of decision Signature
produced by evidence that was evidence
applicant produced & the process It is page number
in my PoE A NYA
that was followed
Stage 6
6.1 Prepare project Show evidence of
documents for hand-over contract
at the end of a project documentation

Issue the works Show evidence of work


certificates issued
completion certificate
Facilitate and mange the Show evidence of the
as built drawings of the approved as built
drawings
project

Facilitate and hand over Show evidence of


all warranties, guarantees documentation hand over
to client.
and operation manuals of
the project to the client

Manage all compliance Show evidence of hand


documents to be handed over of compliance
documentation
to client

Manage and hand over Show evidence of hand


the Health and Safety File over of Health and Safety
documentation
documents to the client

Manage and facilitate the Show evidence of


final account by the approval of final
accounts.
contractor and consultants

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Reflection by the Page Assessment Reviewer
Outcomes Type of Evidence candidate on the number/s of decision Signature
produced by evidence that was evidence
applicant produced & the process It is page number
in my PoE A NYA
that was followed
Facilitate monitor and Show evidence of issue of
final certificates
issue the final certificate
of completion
Prepare and hand over Show evidence of project
the Project Close Out hand over and close out
reports including scope
report report

Reviewer comments/feedback for stage 6 requirements:

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Knowledge Review - Questions for Stage 6 [32]

Stage Question Knowledge Area Mark


6.1 Describe how the project is finalised [2] Integration
6.2 Recommend how projects are reviewed and lessons learnt acted upon [2] Integration

6.3 Discuss how the project is reviewed with respect to the scope of the project [2] Scope
6.4 Describe how improvements to scope management of projects are acted upon [2] Scope

6.5 Review how the project is reviewed with respect to time management of the project [2] Time
6.6 Recommend how improvements to time management of projects are acted upon [2] Time

6.7 Describe how project is reviewed with respect to the costs of the project [2] Cost

6.8 Discuss how the project is reviewed with respect to quality management [2] Quality
6.9 Recommend how improvements to quality management of projects are acted upon [2] Quality

6.10 Discuss how the project is reviewed with respect to human resources management [2] Human Resources
6.11 Recommend how improvements to human resources management of projects are acted upon Human Resources
[2]

6.12 Explain how the project is reviewed with respect to communications management [2] Communications
6.13 Recommend how improvements to communications management of projects are acted upon [2] Communications

6.14 Explain how the project is reviewed with respect to risk management [2] Risk

6.15 Discuss how project is reviewed with respect to procurement management [2] Procurement
6.16 Recommend how improvements to procurement management for projects are acted upon [2] Procurement

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Assignment Evidence
Assignment Questions for Construction Management

Assignment 1 [Stages 3 to 6) [52]

You are required to write a report on a small construction works contract in its entirety from
start to finish using an actual (real) example of a contract you have been involved with during
your experience within the industry. This contract can be anything from house building to a
pumping station within your workplace experience, and if you have difficulty selecting a
suitable contract, talk to your supervisor.

It is critical that your selected contract is sufficiently detailed to show the reviewer that you
can apply the contract theory and experience of construction that you have developed during
your workplace experience. You must be able to describe the contract through all the stages
from site establishment to the contract completion. The following guidelines can be used to
assist you to structure your report:

1. Stage 3 (Design Development):


a. What is the contract defined?

b. Who are the people who need to be involved in the contract and how are they
coordinated?
c. What are the contract needs and how are the cost budgets estimated etc.?
d. How was the contract documentation prepared with regard to regulations?
e. How was contribution made with construction processes, i.e. excavations,
selection of building material, use of equipment and labour, etc

2. Stage 4 (Tender Documentation and Procurement):


a. How did you assist in preparation of tender documents?

b. Show how you identified the staff resources required to complete the
contract

c. Show how you compiled and processed procurement requests, sourced


providers, evaluated proposals and recommended the best providers to use.
Include a description and proof of how you administered the providers.

d. Give an example of how you recorded and communicated changes in the


schedule.
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3. Stage 5 (Construction Documentation and Management):
a. Show application, with examples, of how you carried out site establishment

b. Include examples of project templates you used to support the contract


communication system, i.e. site meetings, site instructions. Discuss their
storage and management.
c. Explain how you calculated monthly payments of work, monitored and
controlled costs. Give examples.
d. Discuss how you monitored actual work vs. your plan. Give examples

e. Identify and assess risks and show how you contributed to prevention and
control. Give actual examples.

f. Show evidence of your competence at planning and organizing the contract


meetings and workshops. Explain how you planned them, managed them,
minuted them, etc. and give examples of minutes you took, etc.

g. Describe the contract execution process you followed – give real examples.
(For example, how were changes made, what type of construction methods
were used, how were the staff managed, etc.)

4. Stage 6: (Contract Close Out)


a. Reflect on how well the team members worked together. Give at least three
specific examples and explain why you think this happened and what you could
have done to avoid/enhance it.

b. Discuss at least two corrective actions that were necessary during the
project and show evidence of how you dealt with them to improve the
quality of the project.
c. Give at least two examples showing how you contributed to quality planning.
Show how this was monitored during the project, including any records of
quality deviation, etc.
d. What documents did you require to close out the contract?

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In each section you must:

1. Give practical examples and actual contract documents. (The reviewer will
protect the confidentiality of these documents, but if your employer is unsure you
can delete sensitive information.)
2. Reflect on what you did on the contract during each section, saying what
worked and what didn’t work from your point of view.
3. Reflect what lessons you learnt from the closing contract stage.

Additional information:

1. Your report must be in the correct report format


2. Your report should be typed if at all possible. If not it must be written legibly.

3. Your report should be approximately 15 written pages or 10 typed pages


(excluding templates, examples and supporting evidence).
4. Marks will be awarded for structure that flows logically from beginning to end. The
reviewer will also be assessing your communication skills so you must pay
attention to grammar and spelling. You must also use correct report format,
paragraph and heading conventions.

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Naturally Occurring Evidence [52]

If you chose not to complete the assignment evidence starting on page 53 because
you have enough naturally occurring evidence, then you will insert that evidence
here. Note that you must still do the knowledge questions that start on page 28

You must cross-reference your evidence carefully. Note that the automatic
references on the Evidence Summary sheets starting on page 24 will be incorrect
for you and you must delete these and put your own cross referencing in.

If you did not submit naturally occurring evidence, you may leave this
section blank.

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Annexure 1: SAQA’s NQF and Vocational Qualification Structure

10
5 Years experience 2
might substitute 5
PROFESSIONALS
formal qualification

7 1
MANAGERS

6 3 Years experience
might substitute 4
formal qualification

TECHNICIA
5
TRADES WO

3 Years experience 4
might substitute 3
4 formal qualification COMMUNITY &
PERSONAL SERVICE
5 WORKERS
CLERICAL & 6
ADMINI-
3 SALES WORKERS
STRATIVE WORKERS
1 Year experience MACHIEN
might substitute 2 OPERATO
formal qualification
2

1 On the job training 8


1
might be sufficient
LABOURERS AND ELEMENTARY WORKERS

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Annexure2: NQF level and Bands

Level Band
Level 1 General Education and Training band. (GET)
and below This band indicates grade R to grade 9 and equates to the free
and compulsory education offered in South Africa as well as Adult
Basic Education and Training (ABET). It culminates with a General
Education and Training Certificate (GETC).

Level 2 -4 Further Education and Training Band (FET)


This is post compulsory, pre-tertiary learning. It integrates
academic, technical and commercial aspects of learning. It
culminates with a Further Education and Training Certificate
(FETC).

Level 5 -8 Higher Education and Training band. (HET)


This is learning related to National certificates, diplomas, degrees
and professional qualifications.

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Annexure 3: Level Descriptors

NQF Level NQF level descriptors are used as an indication of the level of Descriptors
complexity of the processes that are applied according to the level
of learning on the NQF structure.

Level Carry out Learning Responsibility Application


processes that Demand Applied: To be qualified for:
are: Employing:
1 Limited in range Recall In directed activity Entry to secondary
Repetitive and A narrow range of Under close education
familiar knowledge and supervision Entry to career-based
Employed within cognitive skills With no training
closely defined No generation of responsibility for the Certification as a
contexts new ideas work of learning of process worker or
others entry-level service
worker
2 Are moderate in Basic operational In directed activity Senior secondary study
range knowledge Under general beyond entry-level
Are established Readily available supervision and Training towards
and familiar information quality control certification in sub-
Offer a clear Known solutions to With some crafts and sub-trades
choice of routine familiar problems responsibility for Certification in semi-
responses Little generation of quantity and quality skilled occupations
new ideas

3 Require a range o Some relevant In directed activity Entry to tertiary level


well-developed theoretical with some autonomy education
skills knowledge Under general Training toward
Offer a significant Interpretation of supervision with certification in skilled
choice of available quality checking occupations, crafts and
procedures information With significant sub-trades
Are employed Discretion and responsibility for the Certification in sub-
within a range of judgement quantity and quality crafts and sub-trades
familiar contexts A range of known of output
responses to With possible
familiar problems responsibility for the
output of others

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Level Carry out Learning Demand Responsibility Application
process that Employing: Applied: To be qualified for:
are:
4 Require a wide A broad knowledge In self-directed Entry to
range of base incorporating activity undergraduate or
technical or some theoretical Under broad equivalent education
scholastic skills concepts guidance and Training towards
Offer a Analytical evaluation certification in
considerable interpretation of With complete advanced trade and
choice of information responsibility for technical occupations
procedures Informed judgement quantity and quality Certification in basic
Are applied in A range of sometimes of output crafts and trades
a variety of innovative responses With possible
familiar and to concrete but often responsibility for the
unfamiliar unfamiliar problems output of others
contexts
5 Require a wide A broad knowledge In self-directed and Continuing
range of based with substantialsometimes directed undergraduate or
technical or depth in some areas activity equivalent tertiary
scholastic skills Analytical Within broad, general education
Offer a interpretation of a guidelines or Training towards
considerable wide range of data functions certification in
choice of The determination of With full technology or
procedures appropriate methods responsibility for the professional
Are applied in and procedures in nature, quantity and occupations
a variety of response to a range quality of outcomes Certification in
familiar and of concrete problems With possible advanced trade or
unfamiliar with some theoretical responsibility for the technical occupations
contexts elements achievement of group
outcomes
6 Require a Specialised In managing Subsequent
command of knowledge with processes completion of
wide-ranging depth in more than Within broad undergraduate or
specialised one area parameters for equivalent tertiary
technical or The analysis, defined activities education
scholastic skills reformatting and With complete Subsequent
Involve a wide evaluation of a wide accountability for completion of
choice of range of information determining and professional
standard and The formulation of achieving personal certification
non-standard appropriate responses and/or group Certification for
procedures, to resolve both outcomes professional or
often in non- concrete and abstract paraprofessional
standard problems occupations
combinations
Are employed
in highly
variable
routine and
non-routine
contexts

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Level Carry out Learning Demand Responsibility Application
process that are: Employing: Applied: To be qualified for:
7 Require a Knowledge of a In planning, resourcing Entry to Honours, post-
command of major discipline with and managing graduate or equivalent
highly specialised areas of processes tertiary education
technical, specialisation in Within broad Entry to research-based
scholastic and depth parameters and occupations
basic research The analysis, functions Certification for
skills across a transformation and With accountability for professional or middle
major discipline evaluation of determining, achieving managerial occupations
Involve the full abstract data and and evaluation personal
range of concepts and/or group outcomes
procedure in a The creation of
major discipline appropriate
Are applied in responses to resolve
complex, variable given or contextual
and specialised abstract problems
contexts
8 Require expertise Great depth of In planning, Academic leadership
in highly knowledge in resourcing, managing Advanced research
specialised and complex and and optimising all Senior managerial
advanced specialised areas aspects of the occupations
technical or The generation, processes engaged in
research skills evaluation and Within complex and
Involve complex synthesis of unpredictable contexts
and advanced information and With complete
technical or concepts at highly accountability for
research abstract levels determining,
procedures The creation of achieving, evaluating
Are applied in responses to and applying all
highly specialised abstract problems personal and/or group
and that expand or outcomes
unpredictable redefine existing
contexts knowledge

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Annexure 4: Portfolio of Evidence Requirements

A Portfolio A Portfolio of Evidence is the total evidence of APPLIED of


Evidence COMPETENCE, which a applicant presents to demonstrate

competence. The Portfolio presents a ‘paper trail’ to follow and


ensure the process of assessment is clearly visible throughout
the Portfolio.

The term is used to refer to a candidate-led process of collecting


and structuring evidence. All names and signatures must be
completed to link competence to the candidate.

Portfolios do not have to be only paper-based but may also


include videos, a tape recording and c.d.

General Guidelines
Put your name on all pages in the header.
Make sure your contact details are correct.
MAKE A COPY OF YOUR PORTFOLIO.
Put your name on the spine of the file.

Use the templates provided as far as possible because it makes it easier for the
assessor to find your evidence.

As a general rule you will fill in blank spaces on all the templates unless your
facilitator has indicated otherwise.

You will insert in the correct places documents that you have designed as
indicated by your facilitator or by the guidelines supplied in that section.

You will remember you are establishing a “Paper Trail” for your Reviewer to follow
so he/she can readily determine your competence. Make sure the process of
Assessment is clearly visible throughout your Portfolio. This means that names
and signatures must be filled in.

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DO NOT place key documents in an annexure. Your evidence should be in the
correct place.

Please use a lever arch file. Do not bind your document as this makes it very
difficult for your Reviewer to work with and does not enable the changing of
the order or the insertion of new/amended documents.

Please ensure your file is big enough as we often receive files with papers falling
out.

Do not use PLASTIC POCKETS to insert some of your Portfolio Documents


because pages may slip out of these.

Failure to submit a portfolio with any of the minimum evidence requirements


missing will mean a NOT YET ACCEPTED decision and the portfolio will be returned
to you.

The Portfolio of Evidence has been designed to enable you to meet the standards
with the minimum of paperwork. Before submitting, go over this checklist and
ensure you have everything in place.

Do not forget you are seeking registration with the SACPCMP and this means that
you will demonstrate the sort of competencies expected on the higher levels.

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The quality of the evidence collected should comply with the following
quality criteria:
Quality of Evidence Explanation
Validity Does the evidence relate to the specific
outcomes and criteria to be assessed?
Authenticity Can the evidence be attributed to the
Applicant? The evidence has to be verified as
the Applicants’ own work, and in the case of a
group result, that he/she has made a
contribution.
Sufficiency Is there enough evidence? Can the Applicant
repeat the performance?
The use of various sources of evidence and a
variety of assessment activities assist in
ensuring that the evidence is sufficient to
meet all the criteria and the applicable range
statements
Currency Is the evidence related to current
competence? Currency refers to the
applicability of knowledge, skills and
understanding in the present circumstances.

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Annexure 5: Collecting your evidence

All your evidence must be presented in a portfolio of evidence (POE) and you have been
given a POE template to make it easier to put this together. As far as possible, please use the
template, as it will make it easier for your assessor to find your evidence.

There are three ways to prove your competence. Select the option that suits you best and

let the Reviewer know which option you have chosen. The options are:

Option 1: submit naturally occurring evidence (of work conducted in your workplace that
meets the assessment criteria of the unit standards);
Option 2: complete the assignments and given assessment tasks to prove
competence against all the criteria;
Option 3: combine naturally occurring evidence with the given assignment – i.e. where you
have some naturally occurring evidence, but not enough to show total competence.

Regardless of the option you select you must complete the knowledge test because you
need to show the Reviewer that you have the underpinning knowledge. These can be
found from page 24.

Remember for purposes of RPL for registration with the SACPCMP, you must:

₃ Still show proof of competence against all the requirements criteria under each of the
stages. In other words, even if you give your reviewer naturally occurring evidence it
must show that you are aware of and competent at all the assessment criteria.

₃ Clearly indicate to the reviewer which option you have selected for which registration
requirement. Please also label each piece of evidence with the stage number that you
are giving evidence for.
₃ Cross-reference your evidence clearly using the evidence summary sheets
(provided from page24).

Remember, you need to show your reviewer that you have the SKILL (in the assignment or
naturally occurring evidence), the KNOWLEDGE (in the knowledge test) and the ability to
REFLECT (on your evidence summary sheets).
All three will tell the reviewer that you are competent to be registered with the SACPCMP.

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Option 1: Naturally Occurring Evidence

If you have kept copies of work that you have done, you can include it as evidence against
the assessment criteria stipulated in the unit standards. Read through the assignment, as it
will serve as a guide to what evidence you could include. It will also give you an idea of the
minimum that needs to be submitted in order to be assessed.

Your naturally occurring evidence must, however, meet the following requirements:

A relevant witness (your manager or supervisor) must sign your evidence to state that it is
your own work. This is called validating your evidence. Talk to them first about validating
your evidence and they will assist you to approach previous managers if necessary.

You must ensure that you have enough evidence to show the reviewer that you have all
the learning required for the registration with SACPCMP. Read through the assessment
criteria for the requirements to gauge this.

The evidence must be current (i.e. it must have been compiled by you in the last two years
– this time requirement can be waived for certain types of evidence).

The evidence must be sufficient to show that you are competent. Match your evidence to
the relevant registration requirements (in the evidence summary sheets) and assessment
criteria and give supplementary evidence if you feel it does not cover all that is required.

Remember to cross-reference your evidence – your reviewer must know why you are
giving them a piece of evidence and how it relates to the registration requirements (and to
which stage of requirements).

You will insert your naturally occurring evidence into your portfolio of evidence from page (56)

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Option 2: The assignment

Your assignment questions can be found from page 53 of this qualification pack.

Your answers must meet the following requirements:

You must ensure that you have enough evidence to show the reviewer that you have all
the learning required for the registration requirements. Read through the assessment
criteria for the registration requirements to gauge this.

The evidence must be sufficient to show that you are competent. Match your evidence to
the relevant registration requirements (in the evidence summary sheets) and assessment
criteria and give supplementary evidence if you feel it does not cover all that is required.

Remember to cross-reference your evidence – your reviewer must know why you are
giving them a piece of evidence and how it relates to the registration requirements (and to
which category of registration)

Option 3: A combination of some naturally occurring evidence and some assignment


answers

Remember to indicate the requirements that you are giving evidence for. This will make it

easier for the reviewer to match your evidence with the registration requirements.

Your evidence must meet the requirements listed above for each option.

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Annexure 6: Deadline Dates

Prepare yourself for RPL

Portfolio submitted

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Annexure 7: Appeal Form

The SACPCMP ensures that an Appeals Procedure is in place, i.e. an appeal against an
assessment decision. Applicants should be secure in the knowledge that they can appeal
against an unfair assessment. The provider has to develop an appeals procedure in line with
the requirements of the SACPCMP.

Appeals can be brought against:

Unfair assessments
Invalid assessments
Unreliable assessments
The reviewers’ judgement, if considered biased
Inadequate expertise and experience of the reviewer if it influenced the
assessment
Unethical practices

The SACPCMP Centre Appeal Procedure

You must appeal in writing – write to The Assessor Manager: Appeals; P.O. Box
6286, Halfway House, 1685.

Complete the attached RPL form. You will be required to pay R350 for your appeal. This
will be returned to you if the original decision is changed.
You must appeal within 7 days of receiving feedback from your reviewer.

Your reviewer will meet with you. You will explain your appeal to the reviewer, who will
re-evaluate his/her decision in light of your appeal. The reviewer will give further
feedback to you. If you are still not satisfied with the outcome, inform your reviewer
immediately. You will be asked to return your portfolio of evidence.

Your reviewer will communicate your escalated appeal to the Registration Manager at
SACPCMP. The Registration Manager will discuss your appeal with a Moderator. Your
portfolio of evidence will be re-assessed by the Moderator and Reviewer.

You will be informed of the outcome of your appeal in writing within 14 days of it
being referred to the Registration Manager.

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To: The Review Manager,
SACPCMP Centre;
P.O. Box 6286
Halfway House
1685

Fax: 011 318 3405

I wish to appeal the decision of my RPL Review. My details are as follows:

Name

ID number

SACPCMP Centre branch

Name of Reviewer/Assessor

Details of Registration assessed

My reasons for disagreeing with the


Reviewer/Assessor

Applicants signature

For office use – stage 1:

Reviewer / Assessor contacted


by/date
Date of Reviewer / Assessor review
meeting with Applicant and outcome of
meeting Reviewer/Assessor’s reason
for changing decision or not changing
decision

Reviewer / Assessor’s signature

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For office use stage 2:

Portfolio resubmitted to Support


Centre on

Date of Reviewer/Assessor
Manager/Moderator review meeting
and outcome of meeting Reviewer /
Assessor Manager’s reason for
changing decision or not changing
decision

Written feedback given to


applicant/date

Discussion with applicant/date

Reviewer / Assessor Manager’s


signature

Moderators signature

Additional comments

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Annexure 8: Portfolio of Evidence Checklist

Instructions: Work through this checklist to see if you have left anything out. If you have,
include it BEFORE you hand your portfolio in.

Item to check Yes No What plans have you


made to get this done?
Have you completed the Applicant info
registration form for the NLRD on page 9

Are your contact details clear and


correct? (Remember to update these
with us if you change your contact
details)
Is every page numbered and are pages in
order? (Handwritten is fine)

Have you linked (cross referenced) your


evidence to the relevant registration
requirements (page5)

Have you made a copy of your


portfolio?

Have you signed where you need to?

Have you marked off every block on your


cross-reference grid? (In other words, is
there enough evidence to show
competence for every outcome?) Are
your certificates and ID book validated
(certified as true copies) by a
Commissioner of oaths? (Page 12)

Have you written a motivation for your


request for RPL? (Page 13)

Have you notified your manager of your


request for RPL (if applicable)?

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Annexure 9: RPL Evaluation Form

Please tell us what you thought of the RPL Process. You can either post this back to
SACPCMP Centre (P.O. Box 6286, Halfway House, 1685) or hand it in at your local
SACPCMP Centre branch

Applicant Evaluation Report of the Assessment Process


Your name: Your ID
number:
SACPCMP Centre branch:
Yes/no Comments
Did you enjoy the process?

Did your RPL Adviser explain the


process to you?

Did your RPL Adviser ask if you had


any particular needs?

Did you feel that you were well


supported by the Call Centre?

Did you understand what was


expected of you?

Did your reviewer encourage you?

Did you receive clear and constructive


feedback?

Did your reviewer tell you if you were


competent or not yet competent?

Was the appeals procedure explained to


you?

Did you think that the RPL


assessment process was useful?

Thank you.

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