Project Management for Building Services Engineering

Transcription

1 Unit 57: Project Management for Building Services Engineering Unit code: T/601/1400 QCF level: 5 Credit value: 15 Aim This unit enables learners to develop an understanding of contract management principles, and their application within building services engineering, together with the skills needed to produce tenders and estimates. Unit abstract This unit is designed to develop learner skills in applying the techniques and procedures of building services engineering project management. Learners will understand how to establish clear project objectives and explore the management skills and processes required to achieve those objectives. Learners will study the implications of the different methods of procurement and produce tenders and estimates for building services installations. Learners will consider the implications of management structures, and the role and significance of effective teamwork and communication. Learners will also explore the standard forms of contract used within the sector, and develop skills in applying project management techniques to forecast and plan resources. Learning outcomes On successful completion of this unit a learner will: 1 Understand the objectives, processes and skills of project management 2 Be able to apply procedures and processes to the procurement of contracts and the production of tenders and estimates 3 Understand management structures, team relationships and communication methods involved in project management 4 Understand the implications, requirements and obligations of the standard forms of contract 5 Be able to apply the techniques and procedures of project management. 291

2 Unit content 1 Understand the objectives, processes and skills of project management Objectives and processes of project management: definition of project management; identification of client objectives; interpreting project briefs; establishing project objectives eg prestige, profitability, expectations and quality Building services project cycles: project conception to post-handover phase Processes and skills in resource management: management processes eg forecasting, planning, organising, motivating, controlling, coordinating and communicating; identification of management skills eg interpersonal skills, delegation, negotiation, decision making, planning and clarity of thinking Improvement strategies: quality criteria; performance and quality improvement objectives 2 Be able to apply procedures and processes to the procurement of contracts and the production of tenders and estimates Project procurement and delivery: procuring building services projects (sequence and processes); traditional and alternative methods of procurement (for building services engineering projects of various sizes) Profitability: cost factors that make up profit within a contract and their impact on profitability; cost benefit analysis techniques; cost allocation; factors which affect profitability eg materials procurement, contract terms, contract conditions, human resources, relationships, time and quality Estimating and tendering: cost predictions; cost and quality analysis; estimates and tenders (techniques, processes and procedures); cost factors within contract bids 3 Understand management structures, team relationships and communication methods involved in project management Management structures: features of alternative management and project team structures; building services project management and delivery teams (individual and collective roles and responsibilities); relationships and role of clients Team relationships: features of teamworking; roles within teams; team relationships; leadership; decision-making techniques; team membership; stages of team formation; equal opportunities within teams Communication: effective formal and informal communication structures; personal communication skills; management of information; meetings; reporting 292

3 4 Understand the implications, requirements and obligations of the standard forms of contract Features of a contract: what constitutes a contract; forms of contract; parties to a contract (implications and responsibilities) Standard forms of contract: main and sub-contracts; standard contracts (building services engineering sector); standard contract clauses (requirements and obligations); vocabulary of contracts; non-standard and onerous contract conditions (identification and implications); implications of warranties and insurances; commercial and financial risks 5 Be able to apply the techniques and procedures of project management Management forecasting: sources and management (current and historic information and data); forecasting techniques; potential error and risk analysis Planning and programming: techniques; for scheduling and programming material (diagrams and charts), equipment, financial and human resources Project progress and control: techniques and procedures (control, monitor and report progress eg completed work, work in progress, costs, claims for variations, delays, disruption, and cash control procedures) 293

4 Learning outcomes and assessment criteria Learning outcomes On successful completion of this unit a learner will: LO1 Understand the objectives, processes and skills of project management Assessment criteria for pass The learner can: 1.1 define the objectives of a project and their significance in meeting the client s needs 1.2 analyse the processes and skills needed to manage contract resources successfully 1.3 justify the need for a continuous quality improvement strategy LO2 Be able to apply procedures and processes to the procurement of contracts and the production of tenders and estimates 2.1 analyse the methods of procurement used for building services engineering projects 2.2 evaluate the cost factors within a contract bid 2.3 explain the sensitivity of profitability to variations in cost factors 2.4 produce estimates and tenders for building services engineering installation projects LO3 Understand management structures, team relationships and communication methods involved in project management LO4 Understand the implications, requirements and obligations of the standard forms of contract 3.1 compare features, roles and responsibilities of alternative management and project team structures 3.2 discuss leadership and teamworking within building services engineering projects 3.3 examine effective formal and informal communication skills within the context of project management 4.1 explain the features of legal contracts and the implications for the parties involved 4.2 compare the standard forms of contract commonly used for building services engineering projects 4.3 analyse the rights, obligations and legal responsibilities within standard contract clauses 4.4 discuss the implications of non-standard and onerous contract conditions 294

5 Learning outcomes On successful completion of this unit a learner will: LO5 Be able to apply the techniques and procedures of project management Assessment criteria for pass The learner can: 5.1 explain the forecasting techniques used in the management of contracts 5.2 plan and programme of human, material and financial resources 5.3 apply techniques and procedures to monitor and report contract progress 5.4 plan actions arising from progress measurement information 295

6 Guidance Links This unit links with other Edexcel BTEC HN Construction and the Built Environment units, for example: Unit 4: Management Principles and Application for Construction and the Built Environment Unit 9: Law and Contract for Construction and the Built Environment Unit 11: Contractual Procedures and Procurement for Construction and the Built Environment Unit 14: Economics for Construction and the Built Environment Unit 15: Production Management for Construction Unit 16: Measuring, Tendering and Estimating for Construction and the Built Environment Unit 17: Project Management for Construction and the Built Environment Unit 21: Specification and Contract Documentation for Construction. The content of this unit has been designed and mapped against the current CIC National Occupational Standards and the current NVQs at levels 4 and 5. Completion of the learning outcomes will contribute knowledge, understanding and skills towards the evidence requirements of the NVQs. See Annexe B for summary of mapping information to NVQs. This unit has also been mapped to illustrate the links to the NQF units. See Annexe D for summary of mapping information to NQF units. Essential requirements Learners require access to current information from the building services engineering industry regarding the use and development of practical project management. It is essential that a culture of health and safety is embedded in all the units to ensure that the learners understand the importance and relevance of health and safety issues. Therefore there should be clearly signposted aspects of current legislation and health, safety and welfare implications throughout the delivery and assessment of this unit. Employer engagement and vocational contexts Tutors should organise site visits so learners can observe management structures and site meetings. To ensure site visits are successful tutors should outline the aims and objectives of the visits, conduct preparatory briefings and encourage learners to review the site visits once completed. Tutors should organise presentations by visiting speakers, for example on tendering and estimating software and databases, planning and programming techniques and/or project/cost control techniques. Tutors should use real-life case studies for part of the assessment for this unit. For example relating to, management processes, project cycles, methods of procurement, management structures and/or forms of contract within projects. 296