THE HONG KONG INSTITUTE OF SURVEYORS

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• THE HONG KONG INSTITUTE OF SURVEYORS
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• ASSESSMENT OF TECHNICAL COMPETENCE
• ???????
• PROPERTY FACILITY MANAGEMENT
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• RULES AND GUIDE

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• 1. Objectives
• ATC is a scheme of training assessment for HKIS
  Technical Associate at technical level.
• 2. ATC comprises
• Min. 2 years technical training (min. 400 working
  days) of approved nature in H.K.
• Exemptions may be granted
• Min. 2.5 hours per 3 full months of Pre
  Qualification Structured Learning (PQSL) for the
  non-exempted period of technical training and
• Final assessment consisting of an assessment of
  written test assessment interview.

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• 3. Eligibility
• Candidate must be a technical trainee or
  probationer of HKIS unless he/she has been
  granted the max. exemption of 21 months
• Have obtained academic or vocational
  qualification under Bye-law 2.4.2(a) and
• Have undertaken or be undertaking technical
  training through engagement in PFM work under
  supervision of a professional or a senior TAHKIS
  or equivalent.

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• 4. Approved areas of experience competence
  standards
• Candidates to obtain a broadly based well
  balanced training experience and achieved the
  required competence standard under supervision of
  a qualified Supervisor (a surveyor, engineer, or
  architect or a TAHKIS of 3 years standing)
• To develop their aptitude/specialisation
  identify main stream practice for final
  assessment.
• Acquire sufficient in-depth technical experience
  in the Mandatory Competence, in at least 2 out of
  the 4 Core Competences 2 out of the 5 Non-core
  Competences, to assist professional PFM Surveyors
  (Appendix I).

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• 5. Exemption from Technical Training Experience
• Exemption may be granted towards the 2-year
  technical training at the rate of 3 months per 1
  full year up to max. exemption of 21 months
  (refer to details of R G).

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• 6. Entry to ATC
• Provide details in Form ATC1/PFM submit proof
  of academic/vocational qualification, to HKIS for
  approval.
• Candidate who wishes to apply for exemption from
  part of training experience are required to
  submit a SOE per Section 9.
• HKIS will inform commencement date of ATC.
• To inform HKIS by Form ATC1S/PFM on change of
  employment/Supervisor.

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• 7. Record of Technical Training
• Technical trainees to record their training
  experience using the Form (Appendix II), record
  to be examined/endorsed by their supervisor at
  least once every 3 months.
• Essential for assessors to determine if the
  experience is adequate, properly balanced up
  to required competence standard.
• To submit Interim Submission of ATC Training
  Record at end of every 3 months throughout the
  non-exempted period.

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• 8. Final Assessment
• To submit application for Final Assessment using
  Form ATC3/PFM upon completion of technical
  training with
• -A SOE and
• -A Record of PQSL.
• Probationer members may submit Form ATC3/PFM upon
  completion of professional training with
• -A SOE of last 12 months of prof. training
  experience if not been submitted under the APC
  and
• -A Record of PQSL.
• Will be informed to attend a Written Test.
• Will attend an Assessment Interview, after
  passing the Written Test.

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• 9. Summary of Experience
• A summary of candidates technical training
  experience (n.e. 1500 words).
• Be clear concise.
• Show extent/level of candidates personal
  involvement in the work mentioned.
• Be certified by candidates Supervisor.

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• 10. Pre-Qualification Structured Learning (PQSL)
• Aims to complement technical training experience
  during his/her ATC period.
• To maintain a record of updated knowledge
  technological changes in PFM profession.
• May be short courses, seminars or conferences
  organised by academic/prof. institutions or
  special training courses organised by employers.
• Relate to the training areas complementary to
  ones practical experience.
• May be recognised up to 5 hours/course.
• Unstructured self-learning is not recognised.
• To declare the structured learning undertaken
• Will be testified on ones added knowledge at
  assessment interview.

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• 11. Written Test
• To demonstrate ones technical competence in
  related PFM practice.
• Written Test will be MC and/or short questions.
• Language of Written Test will be English.

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• 12. Assessment Interview
• Be conducted by 3 interviewers comprising 3 HKIS
  corporate members or 2 HKIS corporate members
  1 TAHKIS of PFMD.
• Be required to answer questions on ones training
  experience, PQSL record, technical knowledge on
  PFM theories, practice technology and general
  knowledge on institutional matters.
• Interviewers will be looking for
• -Adequate technical training experience,
  emphasis on selected areas of competence
  standard
• -Awareness/application of up-to-date PFM related
  knowledge/technology and
• -Ethical standard towards PFM profession.
• Interview be conducted in English and/or Chinese.

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• 13. Notification of Results
• Will normally be notified 1 month after the
  Assessment Interview.
• 14. Arrangements for Unsuccessful Candidates
• May be permitted to re-apply for assessment of
  the aspects failed.
• May be advised to extend the period/scope of
  their technical training. To maintain their
  Record of Technical Training to prepare the
  corresponding SOE on completion of that extended
  period.

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• Who failed in Written Test will be asked to
  re-sit.
• Who failed in Assessment Interview will normally
  be informed of the deficiencies be permitted to
  apply for re-interview.
• The max. period to remain as a probationer or
  technical trainee shall be 8 years.
• To re-apply for an assessment of unsuccessful
  element using Form ATC3R/PFM.

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• 15. Appeals
• ATC results not subject to appeal.
• 16. Lodging of Applications
• Following table list the ATC Forms used.
• Applications be delivered to HKIS either
  personally or by post.
• To check with HKIS if not receive any reply after
  1 month of submission.
• Late applications may result in delay timely
  assessment.

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• 17. Notes
• HKIS reserves right to amend the Rules Guide
  without prior notice.
• All matters/disputes subject to HKIS final
  decision.
• This is not a contractual publication.

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• Appendix I-Training Prof. Experience Reqts
• To ensue a balanced, competent TA of PFMD.
• Must obtain a thorough understanding/knowledge
  of ones chosen areas at competent level.
• Min. 400 working days approved technical
  training experience within min. 24 months from
  registering for ATC Scheme.
• The training/experience MUST include
• (a) Obtain a proper knowledge/understanding of
  the mandatory skills in Section One.
• (b) Min. 100 working days in each of the 2, out
  of 4 selected core competences in Section Two.
• (c) Min. 100 working days in 2 or more of the 5
  non- core competences in Section Three.

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• Section One Mandatory Competences
• 1.1 Core Skills (Level One Choose all)
• 1.1.1 Ethics, knowledge of HKIS structure, rules
  regulations
• 1.1.2 Basic business communication skills, self
  mgt. customer care
• 1.1.3 Information technology, analysis of
  information and data
• 1.1.4 Law, dispute resolution conflict
  avoidance
• 1.1.5 Health, Safety Environment Awareness
• 1.2 Optional Skills (Level One Choose 2 out of
  3)
• 1.2.1 Business mgt., organisational leadership,
  negotiation skills
• 1.2.2 Mgt. of people/resources, recruitment
  selection
• 1.2.3 Accounting principles procedures

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• Section Two Core Competences
• (Level Two Choose 2 out of 4)
• 2.0 Property Asset Management
• 2.1 Advice, negotiation mgt. of leases, deeds,
  agreements rent reviews
• 2.2 Advice on asset investment strategy
• 2.3 Valuation of premises for asset mgt. purposes
• 2.4 Legal advice preparation of evidence
  negotiation
• 2.5 Sales, marketing, advertising agency
  matters
• 2.6 Sales letting of premises
• 2.7 Mgt. of acquisition disposal of property
  assets
• 2.8 Administration of property assets

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• 3.0 Corporate Real Estate
• 3.1 Strategic space planning, advice on
  re-location
• 3.2 Acquisition of space premises valuation
  agreement on terms
• 3.3 Research business relocation planning
• 3.4 Setting of space standard guides
• 3.5 Space audit establishment of space
  inventory and asset register
• 3.6 Post occupancy evaluation of user needs
• 3.7 Interior design fit-out planning,
  procurement, churn mgt.
• 3.8 Support of Business Operations
• 3.9 Inspection assessment of licensed premises

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• 4.0 Project Management
• 4.1 Advice on architectural design services,
  construction technology engineering, including
  research
• 4.2 Mgt. of submissions to Planning Building
  Authority
• 4.3 Drafting of specification, drawings taking
  on-site measurement
• 4.4 Construction finishing material selection
  procurement
• 4.5 Procurement contract mgt.
• 4.6 Project mgt. of construction, fit out major
  renovation projects
• 4.7 On-site supervision to comply with statutory
  requirements

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• 5.0 Property Management
• 5.1 Assessment of repair replacement for
  insurance
• 5.2 Planned maintenance program, renovation
• 5.3 Building fabric finishes maintenance and
  condition monitoring
• 5.4 Bldg. services maintenance/performance
  monitoring
• 5.5 Building adaptation, alterations, additions
  renovation improvement
• 5.6 Security management including tendering
• 5.7 Environmental hygiene mgt. including
  tendering
• 5.8 Condition/structural survey preparation of
  survey report

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• 5.9 Advice on statutory licence compliances
  to owners or occupiers
• 5.10 Mgt. of staff contractors
• 5.11 Drafting administration of DMC
• 5.12 Taking enforcement actions under House
  Rules lease agreements following up on any
  court judgements
• 5.13 Mgt. of accommodation, car parking,
  amenities residents club house
• 5.14 Landscaping mgt. slope safety monitoring
• 5.15 Contingency planning and handling of crisis
  emergencies
• 5.16 Community events, general mgt. matters

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• Section Three Non-Core Competences
• (Level One Choose 2 out of 5)
• 6.0 Finance Management
• 6.1 Advice on property investment financial
  arrangements
• 6.2 Preparation control of asset investment and
  development budgets
• 6.3 Preparation control of mgt. and maintenance
  budgets
• 6.4 Finance planning/forecasting, resources
  allocation
• 6.5 Economic market analysis
• 6.6 Scrutiny approval of finance statements
• 6.7 Negotiation arrangement of insurance
  coverage
• 6.8 Consideration implementation of outsourcing
  arrangement
• 6.9 Major tendering exercises evaluation

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• 7.0 Human Resources Organisation Mgt.
• 7.1 Managing people resources
• 7.2 Staff catering club house mgt.
• 7.3 Office workplace housekeeping mgt.
• 7.4 Human resource planning mgt.
• 7.5 Organisational administration mgt.
• 7.6 Car fleet transportation mgt.
• 7.7 Staff training development

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• 8.0 Information Technology Communication Mgt.
• 8.1 Computer-aided facilities mgt. maintenance
• 8.2 Voice, data telecommunication planning and
  mgt.
• 8.3 Computer application, research preparation
  of specification for development of valuation
  system
• 8.4 Help desk tenancy service centre mgt.
• 8.5 System disaster recovery mgt.

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• 9.0 Quality Performance Mgt. and
  Benchmarking
• 9.1 Customer service mgt.
• 9.2 Quality system implementation mgt.
• 9.3 Environmental mgt.
• 9.4 Occupational health safety system
  implementation and mgt.
• 9.5 Energy audit mgt.
• 9.6 Indoor air quality control monitoring
• 9.7 Research benchmarking, market best
  practice performance
• 9.8 Public relation, corporate communication
  mgt.

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• 10.0 Major Research
• 10.1 Property asset mgt. research
• 10.2 Corporate real estate research
• 10.3 Real estate design research
• 10.4 Project mgt. research
• 10.5 Operation maintenance research
• 10.6 Finance mgt. research
• 10.7 Human resources organisation mgt. research
• 10.8 Information technology communication mgt.
  research
• 10.9 Quality/performance mgt. benchmarking
  research
• 10.10 Facility mgt. research
• 10.11 Investment strategy research

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• Remarks
• Level One- Knowledge understanding.
• Level Two- Knowledge application analysis.

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Appendix II Record of Technical Training Month

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• Thank you
• Q A
• Divisional Education Committee
• Property Facility Management Division
• HKIS