ASSESSMENT

OF PROFESSIONAL
COMPETENCE
(APC)Training

27TH JANUARY 2021

The Virtual Edition(Zoom)

QS CANDIDATE GUIDE AND LOGBOOK

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 1
 Our Vision
To become a world class professional Surveying Institution

Our Mission
To promote a basic professional Surveying Practices that can
enhance the quality of services under the various surveying
disciplines in Uganda

Core Values
Act with Integrity
Promote Professionalism
Excellence at Service Delivery
Advancing Innovation

2 ASSESSMENT
TARGETED ASSESSMENT
OF PROFESSIONAL
OF PROFESSIONAL
COMPETENCE
COMPETENCE
(APC)Training
(APC)Training
- January 2021
- December 2020
Table of Contents

1. Procedure for PA Admission

2. VS Candidate Guide and LogBook
3. Critical Analysis Guide
4. Online System Guide
5. CPD Policy

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 3

 PROCEDURES FOR ADMISSION
TO THE INSTITUTION OF SURVEYORS OF UGANDA (ISU)

Associate Members: -
a) Has attained the age of twenty one years, and
b) Holds a professional qualification acceptable to the Council, and
c) Is at the time of one’s application engaged in some branch
of profession in Uganda for at least one year, and
d) Has had at least two years post professional qualification of acceptable practical
experience in the profession, and has fulfilled such other conditions as the Bye – Laws
of the Institution may prescribe.
1. Graduate Members for two years post qualification.
2. Coloured Certified copies of Transcripts and Degree Certificates.
3. 2. Referees from your Chapter and must be Members of the Institution of
Surveyors of Uganda (ISU)
4. Applicant has maintained an up to date paid up membership for 2 years

The assessment :
5. CPD - A list of all recent CPD activities you have attended in the recent times
with ALL applications, 20 Hours minimum in a year.
This is compulsory.
6. LOG BOOK EXPERIENCE: The applicant has completed the
competency based experience based on their daily log books. The
applicant may be requested to show their daily log book of experience.
7. CRITICAL ANALYSIS – 2 REPORTS

No application is complete without the above information and should not be

forwarded for assessment without the above

4 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

 The Institution of Surveyors of Uganda
P. O. Box 2122 Kampala
Candidate’s Practical Experience Log Book
With Guidance Notes – QS CHAPTER

Candidate’s Name: …………………………………………………………………………............

Membership No: ……………………………………………………………………………….........

Discipline of Surveying: ……………………………………………………………………............

Date Issued: ……………………………………………………………………………………........

CONTENTS Page

1.0 NOTES FOR THE LOG BOOK & DIARY 3

2.0 DETAILS OF EMPLOYERS 5
3.0 COMPETENCIES/ STUDY CHECKLIST 10
4.0 DECLARATION FORM 20
5.0 PRACTICAL EXPERIENCE LOG BOOK 21

Appendix A – DIARY ENTRY TEMPLATE

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 5

Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

1. NOTES FOR THE LOG BOOK & DIARY

1.1 All graduates are required to keep a Log Book. A Log Book is to enable candidates present
an analysis of their professional experience in a chronological order based on the entries in
the book. It will help the assessors determine if the experience presented by the candidates
is adequate and properly balanced. It will also provide an easy reference to any particular
aspect of training if need arises. Log Books are to be submitted to supervisors for interim
inspection at 6 month intervals, and should accompany the final assessment documents.

1.2 Candidates should also keep their own records in the form of a training diary on a week-to-
week basis. These entries should then be summarised at the end of the month and entered
into the Log Book.

1.3 The experience received during each month of training shall be entered in the Log Book in
the form of days or half days under the area and monthly heading of the analysis sheet.

1.4 The Log Book, complete with all entries should be submitted with other final assessment
documents at the time of applying for Professional Associate membership.

1.5 The Log Book will be the only source of information on the candidate’s depth of knowledge.
Candidates should therefore give accurate and detailed information, and take the filling of
this Log Book seriously.

1.6 It is the employer’s responsibility to ensure that the candidate acquires the necessary
experience and professional independence. The candidate must be given guidance, advice
and encouragement to fulfil the requirements of the professional competencies.

1.7 The Supervisor must be a registered Professional QS with the ISU or any other external,
internationally recognised body (MRICS, FRICS), and may not necessarily be the Employer.
He/she has the role of advising and supporting the candidate in their development, as well
as assessing their competence. The training periods set out are minimum periods.
Candidates MUST NOT come forward for final assessment too early (i.e. before achieving
the minimum level of competencies).

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

1.8 Progression throughout the training period

During development from the Graduate to meeting the competency requirements, the
candidate progresses through levels of work capability until the required level of competency
is attained. These are illustrated in the table below.

Table 1: Progression throughout the training period (Ref. SACQSP & RICS)

Level of Nature of work for the Responsibility of Extent of

Competency Candidate Candidate to Supervisor Support
Supervisor
Level 1: Being Undergoes induction, No responsibility Supervisor explains
Exposed; observes processes and challenges and
Knowledge & the work of competent forms of solutions
Understanding practitioners
Level 2: Assisting Performs specific Limited and full Supervisor coaches,
& Participating; processes under close responsibility for continually offers
Application of supervision; supervised work feedback and
Knowledge & Performs specific support;
Understanding processes as directed Supervisor
with limited supervision progressively
reduces support, but
monitors outputs
Level 3: Works in team without Level of responsibility Candidate takes on
Contributing & supervision; to supervisor is problem solving with
Performing; Recommends work appropriate to a limited support
Reasoned advice outputs; registered person;
and depth of Responsible but not Supervisor still
technical accountable accountable for
knowledge candidate’s decisions

1.9 “Over time, the emphasis on training, that is, the learning through inputs of others, gives

way to learning by doing work and reflecting on observations and achievements, that is

experience.” (The South African Council for the Quantity Surveying Profession - SACQS)

4
ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 7
 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

2. DETAILS OF EMPLOYERS (CURRENT & FORMER)

2.1 EMPLOYER 1:

__________________________________________________________

ADDRESS:

__________________________________________________________

DATE OF COMMENCEMENT:

__________________________________________________________

DATE OF DEPARTURE:

__________________________________________________________

EMPLOYER’S REPRESENTATIVE:

__________________________________________________________

SIGNATURE & DATE:

__________________________________________________________

EMPLOYER’S REMARKS:

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

2.2 EMPLOYER 2:

__________________________________________________________

ADDRESS:

__________________________________________________________

DATE OF COMMENCEMENT:

__________________________________________________________

DATE OF DEPARTURE:

__________________________________________________________

EMPLOYER’S REPRESENTATIVE:

__________________________________________________________

SIGNATURE & DATE:

__________________________________________________________

EMPLOYER’S REMARKS:

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

2.3 EMPLOYER 3:

__________________________________________________________

ADDRESS:

__________________________________________________________

DATE OF COMMENCEMENT:

__________________________________________________________

DATE OF DEPARTURE:

__________________________________________________________

EMPLOYER’S REPRESENTATIVE:

__________________________________________________________

SIGNATURE & DATE:

__________________________________________________________

EMPLOYER’S REMARKS:

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

2.4 EMPLOYER 4:

__________________________________________________________

ADDRESS:

__________________________________________________________

DATE OF COMMENCEMENT:

__________________________________________________________

DATE OF DEPARTURE:

__________________________________________________________

EMPLOYER’S REPRESENTATIVE:

__________________________________________________________

SIGNATURE & DATE:

__________________________________________________________

EMPLOYER’S REMARKS:

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

2.5 EMPLOYER 5:

__________________________________________________________

ADDRESS:

__________________________________________________________

DATE OF COMMENCEMENT:

__________________________________________________________

DATE OF DEPARTURE:

__________________________________________________________

EMPLOYER’S REPRESENTATIVE:

__________________________________________________________

SIGNATURE & DATE:

__________________________________________________________

EMPLOYER’S REMARKS:

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

__________________________________________________________

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3. COMPETENCIES/ STUDY CHECKLIST

3.1 In this section, the competencies are broken down into a list of topics to help candidates

make sure they have covered the competencies appropriately. The list is not exhaustive and

the candidate may not necessarily cover every topic, but it is a good starting point.

3.2 MANDATORY COMPETENCIES

3.2.1 Accounting Principles and Procedures

Level 1 (Demonstrate knowledge and understanding)

• Balance sheets/ profit and loss account
• Taxation
• Revenue and capital expenditure
• Cash flows
• Auditing
• Ratio analysis
• Credit control
• Profitability
• Insolvency
• Legislation

3.2.2 Business Planning

Level 1 (Demonstrate knowledge and understanding)

• Legislation
• Short/ long term strategies
• Market analysis
• Five year plans
• Business support services – administration, secretarial, HR, IT, etc.
• Staffing levels – recruitment/ turnover

3.2.3 Client Care

Level 2 (Apply knowledge/ Practical application)

• Understanding client objectives
• Establishing client’s brief
• Appointment documents
• Fees
• Complaints procedures
• Key Performance Indicators
• Establishing communications with client teams
• Involvement of stakeholders

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.2.4 Communication and Negotiation

Level 2 (Apply knowledge/ Practical application)
Oral Communication:
• Phone calls
• Reporting at meetings
• Facilitating/ chairing meetings
• Client and bid presentations
• Staff presentations
• Contractor/ consultant interviews
• Public speaking at seminars etc.
• Listening skills
Written/ graphical communication:
• Letters, memos and e-mails
• Report writing
• Programming
• Using drawn information – checking scales and revisions
• Using CAD documents
Negotiation:
• Establishing objectives
• Setting strategy
• Collecting and presenting evidence

3.2.5 Conduct Rules, Ethics and Professional Practice

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Rules of Professional Conduct
• Conduct befitting a Professional Member
• Registration of Firms
• Complaints Procedure
• Conflicts of interest
• Gifts
• Professional Indemnity Insurance
• Client accounts
• Regulation
• Disciplinary procedures
• Lifelong learning – CPD

3.2.6 Data management

Level 1 (Demonstrate knowledge and understanding)

• BIM
• Elemental analyses
• Data base use generally & ERP systems
• In-house data storage and filing systems
• Scheduling
• Libraries

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.2.7 Health and safety

Level 2 (Apply knowledge/ Practical application)

• Personal health and safety at work (office and construction sites)
• Health and safety Legislation
• Health and Safety Management Systems

3.2.8 Team Working

Level 1 (Demonstrate knowledge and understanding)

• Understanding the role of team members
• Appointing the project team
• Relationships with other team members
• Communicating with other team members
• Partnering and collaborative working

3.3 CORE COMPETENCIES

3.3.1 Commercial Management of Construction

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Estimating
• Establishing budgets
• Cash flows
• Reporting financial progress against budget
• Procurement of labour
• Procurement of plant and materials
• Procurement of sub-contracts
• Financial management of supply chains
• Financial management of multiple projects

3.3.2 Contract Practice

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Principles of contract law
• Legislation
• Current case law (look out for cases reported in journals)
• Standard forms of main and sub contract
• Roles and responsibilities of parties – Client, Contract Administrator/ Employer’s Agent/
Project manager/ Engineer, Contractor, Sub-contractors, Quantity Surveyor
• Assignment/ Novation
• Third party rights – Legislation/ Collateral Warranties
• Letters of intent – Comfort letters/ Consent to spend/ Recognition of contract
• Performance security – Bonds/ Parent Company Guarantees
• Insurances
• Advance payments
• Interim valuations and payment provisions
• Materials on/ off site

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.3.2 Contract Practice - continued

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Fluctuations
• Retention – retention bonds
• Change procedures
• Valuing change – variations/ compensation events
• Extensions of time
• Claims/ Loss and Expense
• Dispute avoidance and resolution
• Named/ Nominated subcontractors
• Sectional Completion/ Partial Possession
• Design Portions/ Performance specified works
• Determination
• Final Accounts
• Completion
• Liquidated damages
• Defects rectification period

3.3.3 Construction Technology and Environmental Services

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
Construction Technology:
• Substructures – basements, types of piling, etc.
• Superstructure
• Comparison of concrete/ steel frames
• Floor structures
• External walls, windows and doors
• Cladding/ glazing
• Roof structures and coverings
• Partitioning systems and doors
• Finishes and fixtures
• Hard and soft landscaping
Engineering Structures:
• Bridges
• Tunnels
• Roads
• Railways
• Waterways
• Sea defences
• Earthworks
• Sewage treatment plants
• Processing plant
Services Technology:
• Air conditioning/ mechanical ventilation systems
• Fire safety systems
• Security systems
• Environmental systems and controls
• Data systems

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.3.3 Construction Technology and Environmental Services - Continued

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Building types and other structures
• Building regulations and codes
• Planning legislation and procedures
• Party wall issues/ rights
• Dangerous/ banned substances – asbestos, etc.
• Pre-fabrication
• Disability legislation

3.3.4 Design Economics and Cost Planning

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Economics of design – site density, wall/floor ratio, storey heights, room sizes, letable/ non-
letable
• Sources of cost data
• Inflation (tender/ construction)
• Location factors, regional variations
• Currency fluctuations
• Estimating
• Cost Plans
• Cost Planning
• Life Cycle Costing – capital/ running costs/ replacement
• Value Engineering
• Value Management
• Risk Management and Analysis (contingency)
• State of the construction market
• State of the economy generally – locally and globally
• Interest rates

3.3.5 Procurement and Tendering

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
Types of procurement
• Traditional
• Design and Build
• Management Contracting
• Construction Management
• Measured Term
• Serial Contracting
Financial basis
• Lump sum
• Re-measured
• Reimbursable
• Target cost
• Guaranteed or Agreed Maximum Price

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

Tendering
• Standard rules of tendering – codes of practice, practice notes
• Single/ two-stage tendering – competitive/ negotiated
• Compilation of tender lists – pre-qualifying contractors
• Compilation of tender documents
• Tender analysis
• Tender reports
• Partnering – project and strategic
• Private Finance Initiative – PFI
• Public Private Partnership – PPP
• Prime contracting
• Best Value
• Whole life costing
• Supply Chain Management
• Lean Construction
• Key Performance Indicators – KPI

3.3.6 Project Financial Control and Reporting

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
• Post contract cost control
• Change control procedures
• Change control forms
• Cost reporting
• Final accounts
• Loss and expense
• Risk management
• Cash flows
• Value engineering
• Benchmarking/ Best value

3.3.7 Quantification and Costing of Construction Works

Level 3 (Show how knowledge and experience gained has been applied to give reasoned advice)
Methods of Measurement
• Standard Method of Measurement for Building Works (SMM)
• Civil Engineering Method of Measurement (CESMM)
• General Specifications for Road and Bridge Works (Series 1000 – 7000)
• New Rules of Measurement (NRM)
• Principles of Measurement (International) POMI
• AAQS Standard Method of Measuring Building Works for Africa
Preparation of Pricing Documents
• Tender documents generally
• Bills of Quantities
• Schedule of Works
• Schedule of rates
• Provisional Sums/ Prime Cost Sums

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

Analysis of Price
• Tender returns
• Guaranteed/ Agreed maximum Price
• Target cost – Pain/ Gain mechanisms
• Loss and expense
• Preliminaries
• Dayworks

Valuation of Works
• Interim valuations
• Valuing change
• Loss and expense
• Final account
• Reporting on cost
• Tender report
• Correcting errors in tenders
• Post contract financial reporting

3.4 OPTIONAL COMPETENCIES

3.4.1 Analysis of client requirements

This competency is about the establishment and agreement of a client brief, but primarily
deals with the inception stage of a building project. This requires sound understanding of the
law applying to building projects, the preparation of outline design proposals in various
formats, the preparation of budget costs, project programmes, and advising on various
procurement options. It also requires an understanding of matters concerning energy
efficiency, sustainability and alternative energies.

3.4.2 Building Information Modelling (BIM) Management

Level 2 (Apply knowledge/ Practical application)
• Information modelling
• BIM Strategies
• BIM Software
• BIM Management process
• International Standards
• Cost estimating
• Cost planning
3.4.3 Capital Allowances
Level 2 (Apply knowledge/ Practical application)
• Current legislation
• Capital revenue expenditure
• Taxation
• Capital Allowances legislation
• Claiming capital allowances
• Plant and machinery
• Research and development

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.4.4 Commercial Management of Construction

Level 2 (Apply knowledge/ Practical application)

(If not selected as a Core Competency)
• Estimating
• Establishing budgets
• Cash flows
• Reporting financial progress against budget
• Procurement of labour
• Procurement of plant and materials
• Procurement of sub-contracts
• Financial management of supply chains
• Financial management of multiple projects

3.4.5 Conflict Avoidance, Management and Dispute Resolution Procedures

Level 2 (Apply knowledge/ Practical application)

• How standard forms of contract deal with conflict avoidance and dispute resolution
• Conflict avoidance
• Partnering
• Negotiation
• Mediation
• Conciliation
• Adjudication
• Arbitration
• Pre-action Protocol
• Expert Witness
• Independent Expert Determination
3.4.6 Design Economics and Cost Planning
Level 2 (Apply knowledge/ Practical application)
(If not selected as a Core Competency)
• Economics of design – site density, wall/floor ratio, storey heights, room sizes, letable/ non-
letable
• Sources of cost data
• Inflation (tender/ construction)
• Location factors, regional variations
• Currency fluctuations
• Estimating
• Cost Plans
• Cost Planning
• Life Cycle Costing – capital/ running costs/ replacement
• Value Engineering
• Value Management
• Risk Management and Analysis (contingency)
• State of the construction market
• State of the economy generally – locally and globally
• Interest rates

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.4.7 Due Diligence

Level 2 (Apply knowledge/ Practical application)
• Project monitoring on management style contracts
• Fund monitoring
• Feasibility study
• Planning and building regulatory control
• Suitability of teams
• Suitability of procurement route
• Tendering
• Contractual arrangements
• Third party rights
• Suitability of programme
• Cash flows
• Interim payments
• Draw-down
• Final accounts
• Risk

3.4.8 Insurance
Level 2 (Apply knowledge/ Practical application)
• Professional Indemnity Insurance
• Indemnifying the Employer
• Third Party Liability – Persons and Property
• Insurance of the Works – Joint names
• Subrogation
• Non-negligence insurance
• Setting level of cover
• In the aggregate/ each and every event
• Excess
• Net Contribution Clause
• Performance Bonds
• Fire Insurance Valuations

3.4.9 Programming and Planning

Level 2 (Apply knowledge/ Practical application)
• Project programming
• Multi-project programming
• Flow diagrams
• Activity Schedules
• Gantt Charts
• Critical Path
• Key milestones
• Float
• Cash flows
• Progress monitoring
• Project Execution Plans – PEP
• Commissioning/ handover procedure
• Close-out reports

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

3.4.10 Project Evaluation

Level 2 (Apply knowledge/ Practical application)
• Appraisal methods
• Residual value
• Value/ income
• Valuation of property/ rental values
• Costs
• Land acquisition
• Construction costs
• Fees
• Finance costs
• Taxation, grants, capital allowances
• Profitability
• Planning

3.4.11 Risk Management

Level 2 (Apply knowledge/ Practical application)
• Workshops
• Identification
• Register
• Management Plan
• Mitigation
• QS contribution to risk management
• Risk analysis
• Profitability and impact
• Expected Monetary Value – EMV
• Monte Carlo Simulation
• Central Limit Theory – CLT
• Route Mean Square – RMS
• Contingency

3.4.12 Sustainability
Level 2 (Apply knowledge/ Practical application)
• Sustainable development/ construction
• National and international regulations
• Environmental assessment methods – e.g. LEED, BREEAM, etc.
• Building Regulations and Codes
• Contaminated land
• Waste management
• Recyclable materials
• Sustainable materials
• Building environmental management systems
• Water conservation
• Energy generation
• Energy conservation

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

4. DECLARATION FORM

The Institution of Surveyors of Uganda

P. O. Box 2122 Kampala

D ECLARATION
I, the undersigned, declare that the work submitted in the Log Book is a true
representation of my efforts under the guidance of the following persons:

NAME REGISTRATION NO. SIGNATURE

CANDIDATE NAME:

MEMBERSHIP NUMBER:

SIGNATURE:………………………………………………………..

DATE:

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

5. PRACTICAL EXPERIENCE LOG BOOK

5.1 The Practical Experience Log Book shall comprise the following fields:

• Log Sheet Number

• Candidate’s Name

• Membership Number

• Discipline of Surveying

• Month and Period of Practical Experience

• Area of Professional Competencies Covered in the Month

• Brief Description of Topic

• Duration in Days or Half-Days

• Supervisor Name, Stamp, Signature and Date

• Employer’s Name, Stamp, Signature and Date

5.2 Where other relevant work carried out, but outside the identified scope of competencies, it

should be described and attached on a separate sheet.

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Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

PRACTICAL EXPERIENCE SHEET NO.

LOG BOOK
CANDIDATE NAME:
MEMBERSHIP NO.:
DISCIPLINE: QUANTITY SURVEYING
MONTH & PERIOD: e.g. Month 1, June 2016
COMPETENCY BRIEF DESCRIPTION OF TOPIC DURATION

SUPERVISOR: STAMP

SIGNATURE & DATE: ……………………………………………..

EMPLOYER: STAMP

SIGNATURE & DATE: …………………………………….……….

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 Candidate’s Practical Experience Log Book and Diary – QS CHAPTER

Appendix A – Diary Entry Template

Please note that candidates should keep their own records in the form of a training diary on a week
to-week basis. These entries should then be summarised at the end of the month and entered into
the Log Book. Diaries will not be part of the Submission Documents for the final assessment, but
may be requested in order to clarify some issues presented in the Log Book.

The template below is therefore for illustration purposes only.

WEEK
DATE NATURE OF PROFESSIONAL WORK CARRIED COMPETENCY DURATION
(dd/mm/yyyy) OUT REFERENCE
16/05/2016

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APC: The Critical Analysis

Making a good impression, 22/04/2020

Choosing a project and following simple formatting guidelines are crucial to the success of your crit-
ical analysis, says Jon Lever - even before you meet the assessors

The critical analysis is a key APC final assessment document that requires the candidate to demonstrate their
competence by reviewing components of one of their specific projects or processes, and where they resolved
or mitigated the issues of a unique situation.

The candidate has to submit their report with the final assessment submission documents, deliver a 10-minute
presentation on its content and answer questions about the reported situation and their role in resolving the
issues.

Candidates must ensure their project meets the following criteria:

• Did the candidate have sole control/management (under supervision) of the project or process, and can
the assessors see them taking control of a situation and resolving the issues?
• Is the project or process simple enough to articulate within a succinct word count and a 10-minute pre-
sentation, yet technical enough to demonstrate the depth and breadth of the candidate’s experience and
cover as many (if not all) of their declared competencies and levels?
• Will the project raise the interest of the assessors? (This does not mean it is ‘prestigious’ but that it covers
the APC requirements adequately.)
• Can the candidate discuss the project at length, their role and how they resolved any issues, while con-
vincing the assessors that their experience has been well obtained and learnt from?

If the answers to all of the above are ‘Yes’, then the next step is to ensure the report is written correctly.

Layout and structure

Assessors will make judgements about the candidate based upon the quality of their critical analysis

The candidate must demonstrate their ability to write a professional report. This must obviously include a be-
ginning, middle and an end, and include a contents page and supporting appendices, front and back covers,
candidate name and number on each page, page numbering, etc. Spelling and grammar must be perfect.
The word count is a maximum of 3,000 words, excluding appendices, and candidates should comply with this.
Relevant photographs and plans should be no larger than A4 when folded, of good quality and be properly
annotated (including scales).

The structure and headings should follow

Title Cover
Index Page
Statement confidentiality
Brief Introduction of assignment
Client Objectives
Your role

Key issues
• Options
• Your proposed solution
• Conclusion and analysis of experience gained.
• Appendices

Sign off by the candidate, supervisor and counsellor is important and this can be done by including a short
statement noting the confidentiality and the authenticity of the content. These requirements are now generally
catered for in Template 1 in the Final Assessment Templates and so, while not formally required in the critical
analysis, I think it adds professionalism to the report and shows that all parties have paid attention to the
content and sources of information. I think it is acceptable that the declaration is outside of the word count.
The report should be properly printed (e.g. black and white on A4 white paper), be spiral-bound or similar and
the covers should be kept simple (e.g. clear plastic front, white card back).

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 27

 Dos and don’ts

There are some very simple criteria here:

Do
• write a professional report
• remember to follow the suggested headings
• pick a project that includes as many of your technical competencies as possible
• choose a project that demonstrates your full range of abilities
• realise that you will have to present your critical analysis and discuss it at length
• remember to address confidentiality issues.

Don’t
• write a piece of coursework or a textbook answer
• write more than 3,000 words
• think half measures will be good enough.

The critical analysis is one of the key documents the assessors see before they meet the candidate. While
the assessment process is holistic and the final decision about a candidate’s competency is not decided until
after the interview, assessors will make judgements about the candidate based upon the quality of their critical
analysis.

Candidates must ensure they get this right first time, otherwise it can be a much harder interview, as question-
ing will focus on areas that could have been covered by a good critical analysis. If in doubt, seek advice; don’t
forget training and assistance is available. Nothing less than 100% quality is acceptable.

You must explain not only the project itself but the processes you followed and the rationale behind your
decision-making. Your focus must be on analysing the project: do not simply provide a summary of what it
involved. It is quality not quantity that counts.

If at any time ISU Membership Committee, discover your case study is over the word count they reserve the
right to cancel your interview.

You should include the following four aspects:

1. Introduction
In this section you should provide a summary of the project and what your role was – include the following.
We suggest this section should be approximately 500 words.
• What did you do?
• What was your level of responsibility?
• Who were the stakeholders?
• What was the timeline?

2. My approach
In this section you should describe the key issues or challenges on the project. You may write about one or
more key issues but remember you only have a limited word count for the case study.

Explain the issues. Make it clear to the assessors why it became a challenge for you, include the options you
considered and the solutions that you identified explaining why some options weren’t feasible.

3. My achievements
In this section you should describe what you achieved and how. Demonstrate your ability to think logically,
laterally and professionally giving examples of where you gave reasoned advice to a client for your level 3
competencies.

4. Conclusion
In this section you need to reflect on and analyse your performance and make reference to the lessons you
learnt and what you would do differently next time.

28 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

 This section is very important in showing the assessors your analytical thinking and how you develop as a pro-
fessional. The assessors will use your case study as a starting point to question you beyond what you actually
did, probing your understanding of your project’s wider issues. You will need to think about these processes
while you are writing your case study, so that you are well prepared for the interview.

Appendix A – Competencies demonstrated in this case study

You need to use the template to list the mandatory and the competencies that you believe are demonstrated
in your case study.

Appendix B, C etc
You may insert illustrations, photographs or plans to this section. Please keep the attachments to a minimum
ensuring they are relevant to the case study. Appendices should support your report, not add to or expand on
it.

Online System Guide

CANDIDATE GUIDE
HOME PAGE.
This is the very first page of the registration and assessment system.
To access it, copy this link ( https://registration.surveyorsofuganda.org ) to your browser or go the
institution website.

1 Link to the login page

2 Link to the register page or account creation page. This initiates a one-time account creation
process.
3 The navigation links to the available information.

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 29

LOGIN PAGE

The login page allows the users who already have accounts with the system to login with their email and
passwords they set during registration. If you do not have the account, click on “create account” button.

REGISTRATION (Account creation)

This page allows you to create an account with the system so that you can fully access the membership
dashboard. Please take note of the notifications on the form.

2
30 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021
COMPLETE YOUR PROFILE PAGE
This is a one-time process that will help the Secretariat to verify your information.

Upload a photo form. Please make sure you crop the photo to reflect your full face since it will be used
for your registration. Click finish if you do not have a photo now, you will update it later

3
ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 31
 REGISTRATION STATUS

This is a one-time process that will ask you to provide the information about your registration. Choose
YES if you are already registered with the institution and NO for the new candidates who want to attain
registration form the institution of surveyors of Uganda.

If you select YES, a page asking for your membership details will appear. Please provide the information
to the best of your knowledge and the secretariat will be able to cross check your information with what
the institution has. If it doesn’t match, the he/she will adjust accordingly.

After the one-time process, this page will appear with a notification alerting you to wait on the institution
as it verifies your membership. This is a check to prevent non members from accessing the core
functionality of the system.

NOTE: - Keep checking your email for the confirmation message from the institution

- New candidates will not see this page because it does not apply to them.

32 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

MEMBERSHIP DASHBOARD

This the main page that has all the functionality a candidate needs to apply for registration.

NOTE: Different membership levels have different dashboards.

1 Notification area.

Left side bar with options that are as well reflected on the progress tracker
2

3 Click to select a counsellor

4 Click to select competencies that you are going to attempt for your chapter

5 Selecting Technical core Competencies

Selecting mandatory competencies

6
Selecting Technical Optional competencies
7
Managing education Records
8
Attaching supporting documents
9
Recording employment Record 12 Continued Professional Development
10
Recording Critical Analysis Report
11

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 33

Red Buttons marked 3-12 make up the progress tracker and will change from ‘Red’ to ‘Orange’ then to
‘Green’ respectively with explanatory words on then depicting the status of the corresponding activity
or task.

SELECTING COMPETENCIES

1 Select competencies from the dropdown

2 Switch the tab from left to right in that order.

3 Click on the competency from the list.

4 Selected competencies appear in this section for you to select the level you would like to attempt
the competency to. Blue color represents the allowed target levels

5 The selected competencies appear on this section. Click on the red top right button to remove the
competency from the list.

7
34 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021
COMPETENCY DEMONSTRATION

This is the page where you can attempt competencies you previously selected.

1 Click on the ‘competencies selected’ on the progress tracker OR the ‘competencies’ on the left-
side bar to get to this page.
2 The blue ”i” info icon has helpful information on the competency corresponding to it.

3 Click View details to attempt the competency to the selected target levels.

8 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 35

 ATTEMPTING A PARTICULAR COMPETENCY

Clicking on “view details” of a particular competency leads you to this page.

Make use of the text area to express your summary of experience on that particular competency.

Attempt level 1 , level 2 and level 3 in that order.

Please read the level information on each level to get an insight of what is expected of you to achieve the
targeted level.

Use the save and continue if you want to update your summary of experience later on before you submit
it to the counsellor for review.

CPD Continued Professional Development

This is where you can Record and Manage all your CPD s.

Click on the Record CPD to record a new CPD session you have attended. Make sure you scroll down to
read the latest CPD policy. The secretariat will have to approve the claimed points you indicated when
recording the CPD.

36 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

PROFILE UPDATE

Let us edit the data we entered during registration. Find biography on the left-side bar and click on the
tab you would like to view and for this case, we are concentrating on personal information.

To edit a picture, browse for a picture by clicking in the picture or the click the browse button.

To edit the other personal information, click on update button below the respective section, edit and
click save.

11

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 37

 ISU Policy on Continuing Professional Development, December 2016

ISU Policy on Continuing Professional Development, December 2016

Institution of Surveyors of Uganda, Continuing Professional

Development Policy (Issued December 2016)

1. All members of the Institution of Surveyors of Uganda (ISU) have the responsibility to
themselves and their fellow members to ensure they stay professionally relevant, in order to
protect the reputation of their qualification. By doing this, they will continue to offer to their
clients, employers and the general public, services which conform to the highest standards
of quality.
2. Continuing Professional Development (CPD) is required annually for each member to
maintain his membership status.
3. All members (excluding students) must achieve a minimum of 30 points for CPD activities by
31st December of each year. There is no limit to the maximum number of points achieved in
the year, but excess points (above the minimum) shall not be carried over to the next year.

4. Renewal of membership is achieved by accumulating a prescribed number of continuing

professional development points within the certification period through participation in the
following surveying-related professional development activities:
Item Activity Points
1 Seminars and Workshops, local or international
1.1 Organized by ISU/SRB, (2 Hours – Half-Day) 3
1.2 Organized by ISU/SRB, (Full Day) 6 per day
1.3 Organized by other Recognised Entities, (2 Hours – Half-Day) 1.5
1.4 Organized by other Recognised Entities, (Full Day) 3 per day
2 Personal development activity leading to a qualification or
predetermined learning outcome
2.1 Less than 3 Months 5
2.2 3 – 6 Months 7.5
2.3 Over 6 Months 10
3 Professional leadership activities
3.1 Within ISU/ SRB Programmes 5
3.2 Within other Recognised Entities 2.5
4 Acting as a resource person (facilitator, trainer, coach,
speaker)
4.1 Within ISU/ SRB Programmes 3
4.2 Within other Recognised Entities 1.5
Item Activity Points

38 ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

ISU Policy on Continuing Professional Development, December 2016

5 Industrial Training and Mentorship

5.1 For less than 2 Months (ISU/SRB Programmes) 3 per person
5.2 For more than 2 Months (ISU/SRB Programmes) 6 per person
5.3 For less than 2 Months (Other Recognised Entities) 1.5 per
person
5.4 For more than 2 Months (Other Recognised Entities) 3 per person
6 Technical and Professional Authorship (Newspapers,
Newsletters, Magazines & Journal Articles; Research
Papers; Conference Papers)
6.1 ISU/SRB Programmes 3 per
publication
6.2 Other Recognised Entities 3 per
publication
7 Professional Conduct & Good Standing
7.1 Keeping in good standing with ISU/SRB (payment of 2
subscription fees, no arrears, no misconduct, attending AGM,
etc.)
7.2 Sponsoring ISU/SRB Events and Programmes 3

5. All members (excluding students) have until 31st January of each year to submit a completed
CPD Records Sheet/ Form, listing all earned CPD points, for the previous year.

6. Information provided on CPD Records sheets/ forms will be processed as follows:

6.1. Information provided will be reviewed for understandability, applicability, and

comprehensiveness. Clarifications may be requested.

6.2. Members shall substantiate the claims made on their application forms by way of
reproduction of supporting documentation and/or written statements from reputable
persons verifying particular activities.

6.3. Members shall record the CPD points equivalent to their time of participation, which
shall be verified and awarded in accordance to the requirements of section 4 of this
policy.

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 39

 ISU Policy on Continuing Professional Development, December 2016
Continuing Professional Development Record Sheet (Template Only: use extra sheets as necessary)
NAME: SIGNATURE:
ISU MEMBERSHIP NUMBER:
YEAR OF ACTIVITY:
E-mail:
S/N Activity Your Role or Contribution Date/ Period Time in CPD CPD Points
of Event Hrs/ Half- Points
Awarded
Day/ Full
Claimed

ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021

Days (FOR OFFICIAL
USE ONLY)
TOTAL

40
ASSESSMENT OF PROFESSIONAL COMPETENCE (APC)Training - January 2021 41