Record Book. Residential Construction Site Manager.

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1 Residential Construction Site Manager Record Book THE PROFESSIONAL HOME BUILDERS INSTITUTE OF ALBERTA (PHBI) Residential Construction Site Manager Certification Program (RCSM)

2 Residential Construction Site Manager The Professional Home Builders Institute of Alberta 301, 30 Springborough Blvd SW Calgary, AB T3H 0N9 P F phbia@phbia.com All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording or through the use of any information storage and retrieval system without the prior written permission of The Professional Home Builders Institute of Alberta.

3 Residential Construction Site Manager RCSM Record Book Table of Contents Contact Information 1 Acknowledgements 2 Introduction 3 Instructions and Responsibilities 4 a. Trainee 4 b. Employer 4 c. The Professional Home Builders Institute of Alberta 5 Safety 5 RCSM Level 1 Record of on-the-job training and work experience form 6 RCSM Level 1 Declaration of Competency form 7 RCSM Level 2 Record of on-the-job training and work experience form 8 RCSM Level 2 Declaration of Competency form 9 RCSM Level 3 Record of on-the-job training and work experience form 10 RCSM Level 3 Declaration of Competency form 11 & 12 AIT - RCSM Competency Profile 13 Contact Information RCSM Trainee Name: Employer: Phone #: PHBI student ID#: RCSM Immediate Supervisor Name: Employer: Phone #: 1

4 Residential Construction Site Manager Acknowledgements The home building industry is diverse and significant effort from many people was critical to the creation of the Residential Construction Site Manager (RCSM) program. The Professional Home Builders Institute of Alberta (PHBI) would like to acknowledge the contributions of the following individuals and corporations who contributed time and effort to the development of the RCSM Occupational Designation and the subsequent RCSM education program from PHBI. This course material contains a number of photographs of people at work designing and building homes. We would like to acknowledge these people as well for letting us take photographs to help depict real work experiences for learners. Finally, we would especially like to acknowledge Dennis Little for his persistence and leadership from the outset of this project. Joel Anderson, Streetside Homes Doug Beach, Homes by AVI Bill Bobyk, Qualico Group of Companies in Alberta Steve Boyd, Alberta Apprenticeship and Industry Training Mike Cole, Sterling Homes Group Ltd. Pete Crawley, Alberta Apprenticeship and Industry Training Paul Funke, Sterling Homes Group Ltd. Trevor Gamelin, Avalon Master Builder Rick Gratton, Brookfield Brad Gulbraa, Homes by AVI Glen Halverson, Laebon Industries Dennis Hartlieb, The Alberta New Home Warranty Program James Hodgeson, Stepper Custom Homes Dave Hooge, Stepper Custom Homes Heather Hudak, ICOM Productions John Kozole, The Professional Home Builders Institute Bohan Krynytsky, Landmark Master Builder Robert Leslie, KCM Construction Dennis Little, The Big Little Group Joan Maisonneuve, Canadian Home Builders Association Alberta Neil Mason, The Alberta New Home Warranty Program Dell Mathews, Galko Homes Joe Mis, The Alberta New Home Warranty Program Allan O Brian, Alberta Apprenticeship and Industry Training John Olson, Brookfield Sheri Reed, Avalon Master Builder Paul Salmon, The Professional Home Builders Institute Mike Syer, The Alberta New Home Warranty Program Angela Tripathy, The Professional Home Builders Institute Tarry Tweed, Landmark Master Builder Rick Vars, Steetside Development Ingo Vieweger, The Alberta New Home Warranty Program 2

5 3 Introduction While government supports Alberta s apprenticeship and industry training system, it is driven by industry, a term which includes both employers and employees. The Alberta Apprenticeship and Industry Training Board, with the support of Alberta Advanced Education and Technology, oversees the system. But the system relies on a network of industry committees. These committees include: local and provincial apprenticeship committees (LACs and PACs) in the designated trades; occupational committees in the designated occupations; provisional committees established before the designation of a new trade or occupation comes into effect. These committees are composed of industry employers and employees. The network of industry committees is the foundation of Alberta s apprenticeship and industry training system. The mandate of the Alberta Apprenticeship and Industry Training Board relates to the standards and requirements for training and certification in programs under the Apprenticeship and Industry Training Act. The Board provides advice to the Minister of Advanced Education and Technology on the training and certification of people in designated trades and occupations and on the needs of the Alberta labour market for skilled and trained persons. The Board makes orders and regulations respecting: standards and requirements for apprenticeship programs and the training of apprentices; certification in designated trades and occupations; the criteria or requirements for granting and recognizing trade and other certificates. The 13-member Board consists of a chair, and members that are employers or employees representing trades, occupations and other industries. Many members have also been members of the advisory network. For more information on Alberta Apprenticeship and Industry Training, please visit: RECORD BOOK The purpose of the Record Book is to assist both the Trainee and the Employer as they monitor and document the Trainee s progress in his or her trainee program. The Record Book contains: the onsite experiences and tasks required for each level of training. the competencies to be demonstrated at each level of training. on-the-job safety responsibilities. forms to submit for formal documentation of on-the-job work experience.

6 Residential Construction Site Manager TRAINEE Instructions and Responsibilities read the Record Book thoroughly. review the Record Book with your supervisor as required. submit a completed on-the-job training and work experience form to your supervisor at the end of each month. retain copies of submitted forms. complete the required on-the-job training and work experience in the tasks, activities and functions of the occupation. attend and successfully complete the required online, classroom and on-the-job training. plan for and make any necessary arrangements to meet the costs of online, classroom and on-the-job training. acquire the resources required to participate in the online, classroom and on-the-job training. successfully complete the required examinations. immediately notify PHBI of any change in address or employment. if unemployed, look for work that would facilitate continued participation in the trainee program. maintain an acceptable standard of quality or skill in the role as a site manager. do not make any misrepresentations, falsify documents or withhold information in respect to RCSM training and certification. after PHBI confirms you have successfully completed RCSM training and on-the-job work experience, contact your local Alberta Apprenticeship and Industry Training office to write the official RCSM provincial exam. For more information please visit: EMPLOYER 4 read the Record Book thoroughly. review the Record Book with your RCSM Trainee as required. provide appropriate on-the-job training and work experience for the Trainee in those tasks, activities and functions of the occupation that are carried out by your company. ensure supervision of the Trainee as required. pay wages to the Trainee that are appropriate for their level of training. enable the Trainee to regularly attend and complete online and classroom training. submit a completed on-the-job training and work experience form for the Trainee by fax or to PHBI in the first week of every month. retain copies of submitted forms. immediately notify PHBI of any change in address or employment of the Trainee.

7 5 THE PROFESSIONAL HOME BUILDERS INSTITUTE OF ALBERTA (PHBI) assign an RCSM Mentor to the Trainee. process submitted Record Book forms. provide the necessary online and classroom training. upon the Trainee s completion of required RCSM courses and on-the-job training and work experience, provide written confirmation to the Trainee that they are eligible to write the RCSM provincial exam at a local Alberta Apprenticeship and Industry Training office. Safety Safe working procedures and conditions, accident prevention and the preservation of health are of primary importance. Safety responsibilities are shared amongst and require the joint efforts of employers and employees. Controlling the variables and behaviours that may contribute to or cause an accident or injury can create safe learning experiences and environments. It is generally recognized that a safe attitude contributes to an accident free environment. Everyone will benefit as a result of a safe attitude toward prevention of accidents. Individuals in this occupation may be exposed to more hazards than others in the work force and should be familiar and comply with the Occupational Health and Safety Act and Regulations respecting personal safety and safety in the workplace. LEGAL AND ADMINISTRATIVE ASPECTS OF SAFETY Accident prevention and the provisions of safe working conditions are the responsibility of both the employer and the employee. Employer s Responsibility: providing and maintaining safety equipment, protective devices and clothing. enforcement of safe working procedures. safeguards for machinery, equipment and tools. observance of all accident prevention regulations. training of employees in the safe use and operation of equipment. Employee s Responsibility: working in accordance with the safety regulations pertaining to the job environment. working in such a way as not to endanger themselves or others. safe use of all equipment and supplies provided by the employer. Workplace Health and Safety s Responsibilities: Workplace Health and Safety (Alberta Human Resources and Employment) conducts periodic inspections of the workplace to ensure that safety regulations for industry are being observed.

8 JANUARY TO DECEMBER Monthly Submission RCSM Level 1 On-the-Job Training and Work Experience Form RCSM Trainee name: PHBI student ID# Reviewed, interpreted & managed construction file documents. Conducted site manager inspections for: Lot preparation Foundations Framing Rough-ins Exterior building envelopes Exterior finishes Interior building envelopes Interior finishes Pre-possession readiness Please indicate with a the activities performed during the month I hereby declare that the RCSM Trainee has completed hours of job training and work experience between and, and that upon review of the RCSM Level 1 Declaration of Competency document I further declare that the RCSM Trainee has made sufficient progress in achieving the required competencies of a Level 1 RCSM within 1500 hours. Supervisor comments: Ensured construction sites were ready for scheduled labour & material delivery. Evaluated as-built work for compliance with construction file documents & workmanship standards. Communicated in an appropriate & timely manner to ensure an efficient & effective construction process. Monitored, identified & managed technical issues to ensure functionality of homes. Demonstrated an awareness of safety at every visit. Managed building sites throughout construction for tidiness, damage prevention & loss prevention. Reviewed the construction schedule & identified any required adjustments. Participated in or conducted possession inspections with homebuyers. Used checklists, standardized forms, photographs & daily logs to document construction progress. Attended corporate meetings. Attended available & appropriate industry events or seminars. Demonstrated cooperation, teamwork & professionalism. Immediate Supervisor Name Immediate Supervisor Signature Date RCSM Trainee Name RCSM Trainee Signature Date Submit this form in the first week of every month to PHBI by fax (403) or phbia@phbia.com RCSM Mentor: Correspondence upon submission of this form: Trainee Supervisor Other 6 Comments: RCSM Mentor Name RCSM Mentor Signature Date

9 RCSM Level 1 Declaration of Competency RCSM Trainee name: PHBI student ID# PART 1 TO BE COMPLETED BY THE TRAINEE S IMMEDIATE SUPERVISOR Rate the Trainee s ability in the following competencies using the following scale from 1-5. Note: References to sections of the RCSM Competency Profile are in parentheses Needs Work Requires Additional Supervision Satisfactory (minimum score) Very Good Excellent RATING 7 Able to read, interpret and manage all construction file documents with minimal supervision. (section 1A & 1D) Able to describe and evaluate the technical details of the most common residential foundations. (section 1F) Able to describe and evaluate the technical details of the most common residential superstructures. (section 1G) Able to describe and evaluate the technical details of the most common residential building envelopes. (section 1H) Able to describe and evaluate the technical details of the most common residential mechanical and electrical systems. (section 1I) Able to describe and evaluate the technical details of the most common residential interior finishes. (section 1J) Able to describe and evaluate the technical details of the most common residential exterior components. (section 1K) Demonstrates an awareness of safety on construction sites and demonstrates a personal commitment to safety with minimal supervision. (section 2A) Able to describe and utilize a construction schedule with minimal supervision. (section 2B) Able to communicate clearly, concisely and in a timely manner while utilizing appropriate language and grammar for the situation with minimal supervision. (section 2C) Able to monitor construction sites against the schedule and review completed work to obtain information required to effectively manage the construction process with minimal supervision. (section 2D) Able to use checklists, standardized forms, photographs and daily logs to document construction progress with minimal supervision. (section 3A) Able to participate in formal and informal meetings and provide appropriate follow up on action items with minimal supervision. (section 4B) Demonstrates an attitude that encourages a respectful and effective workplace that fosters a team environment with minimal supervision. (section 4D) Demonstrates an awareness of homebuyer perceptions, emotions and expectations to develop and maintain positive homebuyer relationships with minimal supervision. (section 5) Understands and demonstrates an appropriate level of professional conduct and personal appearance with minimal supervision. (section 6) This declaration is being made after the submission of hours of on-the-job work experience. Name of Trainee s Supervisor (printed): Signature PART 2 EMPLOYER DECLARATION (must be completed by a senior company official with signing authority): I hereby declare I have made enquiries with the Trainee s supervisor and am satisfied the Trainee has demonstrated competence in performing tasks at the skill level of a Level 1 RCSM Trainee. Employer Signature: Date: YYYY/MM/DD Employer Contact Information: Print Name: Title/Position Company/Organization Address: Phone Number:

10 JANUARY TO DECEMBER Monthly Submission RCSM Level 2 On-the-Job Training and Work Experience Form RCSM Trainee name: PHBI student ID# Reviewed, interpreted & managed construction file documents. Conducted site manager inspections for: Lot preparation Foundations Framing Rough-ins Exterior building envelopes Exterior finishes Interior building envelopes Interior finishes Pre-possession readiness Navigated the Alberta Building Code. I hereby declare that the RCSM Trainee has completed hours of job training and work experience between and, and that upon review of the RCSM Level 2 Declaration of Competency document I further declare that the RCSM Trainee has made sufficient progress in achieving the required competencies of a Level 2 RCSM within 1500 hours. Supervisor comments: Please indicate with a the activities performed during the month Developed a project plan or schedule with supervision. Assessed soil conditions and documents from a Soils Engineer. Ensured construction sites were ready for scheduled labour & material delivery. Evaluated as-built work for compliance with construction file documents & workmanship standards. Communicated in an appropriate & timely manner to ensure an efficient & effective construction process. Monitored, identified & managed technical issues to ensure functionality of homes. Demonstrated an awareness of safety at every visit. Managed building sites throughout construction for tidiness, damage prevention & loss prevention. Participated in or conducted possession inspections with homebuyers. Used checklists, standardized forms, photographs & daily logs to document construction progress. Attended corporate meetings. Attended available & appropriate industry events or seminars. Demonstrated cooperation, teamwork & professionalism. Acted to fulfill requirements for occupational health and safety. Acted to adjust a project plan or schedule with supervision. 8 Immediate Supervisor Name Immediate Supervisor Signature Date RCSM Trainee Name RCSM Trainee Signature Date Submit this form in the first week of every month to PHBI by fax (403) or phbia@phbia.com RCSM Mentor: Correspondence upon submission of this form: Trainee Supervisor Other Comments: RCSM Mentor Name RCSM Mentor Signature Date

11 RCSM Level 2 Declaration of Competency RCSM Trainee name: PHBI student ID# PART 1 TO BE COMPLETED BY THE TRAINEE S IMMEDIATE SUPERVISOR Rate the Trainee s ability in the following competencies using the following scale from 1-5. Note: References to sections of the RCSM Competency Profile are in parentheses Needs Work Requires Additional Supervision Satisfactory (minimum score) Very Good Excellent RATING 9 Competent at reading, interpreting and managing all construction file documents. (section 1A & 1D) Competent at describing the basic composition of soils, identifying conditions that require special attention and/or impact the design of a residential building. (section 1B) Competent at navigating the Alberta Building Code for requirements and understands the structure of authority for its interpretation and enforcement. (section 1C) Able to consider environmental initiatives related to residential construction. (section 1E) Competent at describing the technical details of common residential foundations. (section 1F) Competent at describing the technical details of common residential superstructures. (section 1G) Competent at describing the technical details of common residential building envelopes. (section 1H) Competent at describing the technical details of common residential mechanical and electrical systems. (section 1I) Competent at describing the technical details of common residential interior finishes. (section 1J) Competent at describing the technical details of common residential exterior components. (section 1K) Able to describe the house-as-a-system concept and the importance of selection and proper assembly of housing components. (section 1L) Competent at acting to fulfill requirements for safety and for occupational health and safety legislation, regulations and codes. (section 2A) Able to describe the construction process from site preparation to expiry of the warranty and to produce a management plan to construct a residential building. (section 2B) Able to communicate with developers, colleagues, customers, suppliers, supervisors, subordinates, subcontractors, inspectors, etc. during the residential construction process. (section 2C) Competent at monitoring construction sites against the schedule to obtain information required to adequately manage the construction process. (section 2D) Competent at documenting information required to conduct administrative duties for the construction of a residential building. (section 3A) Competent at organizing and managing documentation for the construction of a residential building. (section 3B) Competent at developing reports and other documentation in accordance with administrative procedures. (section 3C) This declaration is being made after the submission of hours of on-the-job work experience. Name of Trainee s Supervisor (printed): Signature PART 2 EMPLOYER DECLARATION (must be completed by a senior company official with signing authority): I hereby declare I have made enquiries with the Trainee s supervisor and am satisfied the Trainee has demonstrated competence in performing tasks at the skill level of a Level 2 RCSM Trainee. Employer Signature: Date: YYYY/MM/DD Employer Contact Information: Print Name: Title/Position Company/Organization Address: Phone Number:

12 JANUARY TO DECEMBER Monthly Submission RCSM Level 3 On-the-Job Training and Work Experience Form RCSM Trainee name: PHBI student ID# Please indicate with a the activities performed during the month Conducted site manager inspections Reviewed, interpreted and managed construction file documents. Ensured construction sites were ready for scheduled labour and material delivery. Ensured as-built work was in compliance with construction file documents and workmanship standards. Communicated with all stakeholders in an appropriate and timely manner. Demonstrated an awareness of safety at every site visit. Managed building sites for tidiness, damage prevention and loss prevention. Managed construction schedules. Conducted possession inspections. Used checklists, standardized forms, photographs and daily logs to document construction progress. Attended corporate meetings. Participated in formulating strategies for managing risk. Attended available and appropriate industry events or seminars. Investigated a construction issue and implemented a building solution. Formulated and implemented a change or strategy to prevent future construction issues. Participated in the management of home building operations. Participated in a dispute resolution process. Addressed an issue pertaining to ethics. I hereby declare that the RCSM Trainee has completed hours of job training and work experience between and, and that upon review of the RCSM Level 3 Declaration of Competency document I further declare that the RCSM Trainee has made sufficient progress in achieving the required competencies of a Level 3 RCSM within 1500 hours. Supervisor comments: Immediate Supervisor Name Immediate Supervisor Signature Date RCSM Trainee Name RCSM Trainee Signature Date Submit this form in the first week of every month to PHBI by fax (403) or phbia@phbia.com RCSM Mentor: Correspondence upon submission of this form: Trainee Supervisor Other 10 Comments: RCSM Mentor Name RCSM Mentor Signature Date

13 RCSM Level 3 Declaration of Competency Page 1 of 2 RCSM Trainee name: PHBI student ID# PART 1 TO BE COMPLETED BY THE TRAINEE S IMMEDIATE SUPERVISOR Rate the Trainee s ability in the following competencies using the following scale from 1-5. Note: References to sections of the RCSM Competency Profile are in parentheses Needs Work Requires Additional Supervision Satisfactory (minimum score) Very Good Excellent RATING 11 Competent at outlining environmental considerations and initiatives related to residential construction. (section 1E) Competent at describing the house-as-a-system concept and the importance of selection and proper assembly of housing components. (section 1L) Competent at describing the need to vary from common residential construction practice, identify and analyze the risks associated with such variances and formulate strategies for managing the risks. (section 1M) Competent at identification, investigation and analysis of construction issues as well as formulating strategies to resolve issues and prevent their reoccurrence. (section 1N) Competent at describing the construction process from site preparation to expiry of the warranty and producing a management plan to construct a residential building. (section 2B) Competent at communicating with developers, colleagues, customers, suppliers, supervisors, subordinates, subcontractors, inspectors, etc. during the residential construction process. (section 2C) Competent at understanding the various legal and regulatory obligations pertaining to the construction of a residential building. (section 4A) Competent at effective participation in formal and informal meetings. (section 4B) Competent at participating in the effective management of home building operations. (section 4C) Competent at applying leadership skills on-site, in the office environment and within the home building industry. (section 4D) Competent at preventing disputes and effectively resolving disputes when they arise and understanding the dispute resolution mechanisms available should they become necessary. (section 4E) Competent at developing, maintaining and managing positive working relationships with homebuyers by considering various perceptions and expectations. (sections 5A, 5B & 5C) Competent at managing ethical issues in the construction process. (section 6A) Competent at conduction affairs in the construction process with professionalism. (section 6B) This declaration is being made after the submission of hours of on-the-job work experience. Name of Trainee s Supervisor (printed): Signature

14 RCSM Level 3 Declaration of Competency Page 2 of 2 RCSM Trainee name: PHBI student ID# PART 2 EMPLOYER DECLARATION (must be completed by a senior company official with signing authority): I hereby declare I have made enquiries with the Trainee s supervisor and am satisfied the Trainee has demonstrated competence in performing tasks at the skill level of a Level 3 RCSM Trainee. I furthermore declare that (please initial): To the best of my knowledge this RCSM trainee understands the technical details of constructing residences classified in Part 9 of the _Alberta Building Code as outlined in Section 1 of the RCSM Competency Profile. To the best of my knowledge this RCSM trainee is competent at planning, executing and monitoring the supply and application of materials and labour for residential construction and ensuring applicable site safety measures are followed throughout the _construction process as outlined in Section 2 of the RCSM Competency Profile. To the best of my knowledge this RCSM trainee is competent at controlling the construction process through effective administration of information as outlined in Section 3 of the RCSM Competency Profile. To the best of my knowledge this RCSM trainee is competent at assisting in the achievement of corporate goals by taking an active _leadership role and by building and maintaining corporate relationships with internal and external stakeholders as outlined in Section _4 of the RCSM Competency Profile. To the best of my knowledge this RCSM trainee is competent at working with sales, management, administrative, service, trades, _suppliers and warranty personnel to develop and maintain positive working relationships with homebuyers as outlined in Section 5 of _the RCSM Competency Profile. To the best of my knowledge this RCSM trainee is competent at fostering and earning respect through consistent demonstrations of professionalism as outlined in Section 6 of the RCSM Competency Profile. Please accept my recommendation to have RCSM Trainee complete the provincial exam in order to earn the RCSM Occupational Designation from Alberta Apprenticeship and Industry Training. Employer Signature: Date: YYYY/MM/DD Employer Contact Information: Print Name: Title/Position Company/Organization Address: Phone Number: 12

15 Apprenticeship and Industry Training Residential Construction Site Manager Competency Profile (2012)

16 ALBERTA ADVANCED EDUCATION AND TECHNOLOGY CATALOGUING IN PUBLICATION DATA Alberta. Alberta Advanced Education and Technology. Apprenticeship and Industry Training. Residential construction site manager : competency profile. ISBN (online) 1. Construction industry Management Vocational guidance Alberta. 2. House construction Management Vocational guidance Alberta. 3. Building trades Vocational guidance Alberta. 4. Occupational training - Alberta. I. Title. II. Series: Apprenticeship and industry training. HD4885.C2. R43 A ALL RIGHTS RESERVED: 2012, Her Majesty the Queen in right of the Province of Alberta, as represented by the Minister of Alberta Advanced Education and Technology, 10th floor, Commerce Place, Edmonton, Alberta, Canada, T5J 4L5. All rights reserved. No part of this material may be reproduced in any form or by any means, without the prior written consent of the Minister of Advanced Education and Technology Province of Alberta, Canada.

17 RESIDENTIAL CONSTRUCTION SITE MANAGER Table of Contents RESIDENTIAL CONSTRUCTION SITE MANAGER Table of Contents... 1 Apprenticeship and Industry Training System... 2 Occupational Committee... 2 Alberta Apprenticeship and Industry Training Board (Board)... 3 Safety Education... 3 Formal Training... 3 Procedures for Recommending Revisions to the Competency Profile... 4 Residential Construction Site Manager Route to Certification... 5 Residential Construction Site Manager Competency Profile... 6 RESIDENTIAL CONSTRUCTION SITE MANAGER COMPETENCY PROFILE Level

18 Apprenticeship and Industry Training System The Apprenticeship and Industry Training System provides for three different types of certification, compulsory certification in a designated trade, optional certification in a designated trade, and certification in a designated occupation. Certification in a designated occupation indicates an individual has met the standards for certification in an industry-developed program designated under the Apprenticeship and Industry Training Act. The competencies required to meet the certification standard are developed by industry and approved by the Alberta Apprenticeship and Industry Training Board. Demonstration of competency may be achieved through onthe-job work experience or formal instruction received from an institution or another source or a combination of both. The apprenticeship and industry training system is driven by industry. The Alberta Apprenticeship and Industry Training Board relies on a network of industry committees representing the interests of over 50 trades and occupations. An occupational committee, consisting of representatives from the residential construction site manager occupation, develops standards for occupational certification. The occupational committee develops the standards for certification as set out in this Competency Profile. A person training to be a residential construction site manager should register with the Professional Home Builders Institute of Alberta (PHBIA). A person who has completed the competency requirements and met industry standards for the residential construction site manager training program, including 36 months and 4500 hours of level specific on the job training to the satisfaction of PHBIA, can apply for certification at any Client Services office of Alberta Advanced Education and Technology, Apprenticeship and Industry Training. A PHBIA approved candidate will have to successfully pass an industry examination administered by Alberta Advanced Education and Technology before obtaining certification. Occupational Committees The Board establishes an occupational committee for each designated occupation and based on occupational committee recommendation, appoints a Presiding Officer and members for terms up to three years. It is the responsibility of the occupational committee to make recommendations to the Board on any matter concerning standards and requirements for certification in their occupation; consult with industry on issues affecting the occupation; represent interests of employers and employees across the industry and regions; communicate issues and recommendations to the Board; communicate with industry at large on matters before the occupational committee; promote the apprenticeship and industry training system in Alberta. Residential Construction Site Manager Occupational Committee Members Mr. D. Little... Calgary... Presiding Officer Mr. G. Halvorson... Red Deer... Employer Mr. D. Hooge... Airdrie... Employer Mr. R. Leslie... Grande Prairie... Employer Mr. M. Rohl... Red Deer... Employer Mr. T. Gamelin... Red Deer... Employee Mr. B. Gulbraa... Edmonton... Employee Mr. T. King... Leduc... Employee Mr. D. Vars... Calgary... Employee - 2 -

19 The Alberta Apprenticeship and Industry Training Board (Board) The 13 members of the Board appointed by the Minister are aware of the training and certification needs of trades responds to industry s needs sets training and certification standards in all trades approves the technical training to be delivered by training establishments encourages the development of alternate methods of technical training delivery makes recommendations to the Minister of Advanced Education and Technology about the designation of trades and occupations creates LACs, PACs, OCs, and appoints their members advises the Minister on the labour market s need for skilled and trained workers Safety Education Safe working procedures and conditions, accident prevention and the preservation of health are of primary importance in industry training programs in Alberta. These responsibilities are shared and require the joint efforts of employers and employees. Controlling the variables and behaviours that may contribute to or cause an accident or injury can create safe learning experiences and environments. It is generally recognized that a safe attitude contributes to an accident free environment. Everyone will benefit as a result of a healthy safe attitude towards prevention of accidents. Individuals in this occupation may be exposed to more hazards than others in the work force and should be familiar and comply with the Occupational Health and Safety Act and Regulations respecting personal safety and the safety in the work place. Legal and Administrative Aspects of Safety Accident prevention and the provisions of safe working conditions are the responsibilities of an employer and employee. Employer's Responsibilities: The employer is responsible for: providing and maintaining safety equipment, protective devices and clothing. enforcement of safe working procedures. safeguards for machinery, equipment and tools. observance of all accident prevention regulations. training of employees in safe use and operation of equipment. Employee s Responsibilities: The employee is responsible for: working in accordance with the safety regulations pertaining to job environment. working in such a way as not to endanger themselves or fellow employees. safe use of all equipment and supplies provided by the employer Formal Training Training for the occupation of residential construction site manager is available through the Professional Home Builders Institute of Alberta. The cost of training is the responsibility of the trainee or the employer or both. In order to obtain an occupational certificate a candidate must demonstrate competency in each of the standards established by industry. Contact the Professional Home Builders Institute of Alberta for more information

20 Procedures for Recommending Revisions to the Competency Profile The occupational committee for the residential construction site manager occupation has developed this competency profile and it was approved on September 30, 2011 under the authority of the Alberta Apprenticeship and Industry Training Board on a recommendation from the occupational committee. Valuable input is acknowledged from industry and the institutions. Any concerned citizen or group in the Province of Alberta may make recommendations for change by writing to: Apprenticeship and Industry Training Industry Programs and Standards 10th floor, Commerce Place Street Edmonton, AB T5J 4L5 It is requested that recommendations for change refer to specific areas and state references used. Recommendations received will be placed before regular meetings of the occupational committee

21 RESIDENTIAL CONSTRUCTION SITE MANAGER ROUTE TO CERTIFICATION 36 Months and 4500 Hours of Experience as Residential Construction Site Manager Complete Approved Industry and Training Program for Residential Construction Site Manager Application Industry Examination RESIDENTIAL CONSTRUCTION SITE MANAGER Occupational Certificate - 5 -

22 Residential Construction Site Manager Competency Profile Formal Competency (4500 Hours Over 36 Months) SECTION ONE A B C UNDERSTAND WHAT IS BEING BUILT Blueprint Reading Skills Building on Soils Building Codes D E F Construction File Environmental Impact Common Residential Foundations G H I Common Residential Superstructures Common Residential Building Envelopes Common Residential Mechanical and Electrical Systems J K L Common Residential Interior Finishes Common Residential Exterior Finishes House as a System Concept (Building Science) M Variations from Common Residential Construction Practice N Building Solutions SECTION TWO A B C MANAGING THE BUILDING Residential Site Safety PROCESS Management D Monitor Construction Progress Planning the Construction Process Execute the Plan Through Effective Communication SECTION THREE A B C CONDUCT ADMINISTRATIVE REPORTING Documentation Organization Reporting SECTION FOUR A B C APPLY MANAGEMENT SKILLS Legal and Regulatory Knowledge Effective Participation in Meetings Management Skills D Leadership Skills E Dispute Resolution Skills - 6 -

23 SECTION FIVE A B C MANAGE THE HOMEBUYER RELATIONSHIP Perceptions Expectations Manage Perceptions and Expectations SECTION SIX A B MODELING PROFESSIONALISM Ethics Professional Conduct - 7 -

24 COMPETENCY PROFILE RESIDENTIAL CONSTRUCTION SITE MANAGER CERTIFICATE PROGRAM A CERTIFIED RESIDENTIAL CONSTRUCTION SITE MANAGER SHOULD BE ABLE TO PERFORM THE FOLLOWING COMPETENCIES. SECTION ONE:... UNDERSTAND WHAT IS BEING BUILT... The RCSM understands the technical details of construction residences classified in Part 9 of the Alberta Building Code. A. Blueprint Reading Skills Competency: Be able to read and interpret blueprints for residential buildings classified in Part 9 of the Building Code. 1. Describe the different types and views of drawings. 2. Interpret various symbols, abbreviations and line styles used in residential drawings. 3. Read and interpret residential drawings. 4. Read and interpret specifications. B. Building on Soils Competency: Be able to describe the basic composition of soils, identify conditions that require special attention and/or impact the design of a residential building. 1. Identify and understand the basic properties of soil. 2. Recognize site conditions that require special attention. 3. Understand geotechnical reports and bore hole logs. 4. Implement appropriate construction techniques based on soil conditions. 5. Apply common structural remediation techniques. C. Building Codes Competency: The RCSM is knowledgeable of residential building codes and understands municipal jurisdiction for interpretation and enforcement. 1. Explain the development of the various building codes and their roles, relationship, and authority for interpretation and enforcement. 2. Outline the obligations created by the Building Code and Fire Code. 3. Explain the various permits required and the processes from permit application through to permit closure. 4. Navigate and interpret the Building Code and Fire Code. 5. Understand various product standard regulations. (CSA, CCMC, etc.) 6. Effectively communicate with Municipal Inspectors using knowledge and understanding of the Building Code and Fire Code. 7. Outline Building Code enforcement and appeal processes

25 D. Construction File Competency: Be able to read and interpret information in the construction file for a residential building. 1. Perform accurate calculations of resource requirements for a residential building. 2. Read and interpret technical documents in the construction file. 3. Read and interpret contractual and other legal documents in the construction file. 4. Identify errors and omissions in construction file documentation and implement appropriate resolutions. 5. Identify circumstances in the construction file documents that require special attention during construction. 6. Evaluate as-built work and ensure compliance with the construction file, building codes and other regulations. E. Environmental Impact Competency: Outline environmental considerations and initiatives related to residential construction. 1. Outline the history of environmental issues in residential construction (erosion control, etc). 2. Identify environmental considerations related to residential construction. 3. Explain various environmental initiatives in the residential construction industry. 4. Analyze the risks of participating in environmental initiatives. 5. Describe the benefits of participating in environmental initiatives. F. Common Residential Foundations Competency: Describe the technical details of common residential foundations. 1. Explain site preparation for the construction of foundations including basic land surveying and grading principles. 2. Explain excavation and backfill processes and issues to consider. 3. Describe common residential foundation systems. 4. Explain when engineering professionals are required in the design and construction of a residential foundation system. 5. Describe common moisture barriers and water proofing systems, and when they are required. 6. Describe utility services including sub-surface drainage systems that are addressed at the foundation stage. 7. Identify foundation components in plans and specifications. G. Common Residential Superstructures Competency: Describe the technical details of common residential superstructures. 1. Describe common residential superstructure systems

26 2. Explain when engineering professionals are required in the design and construction of a residential superstructure. 3. Describe building envelope considerations that must be addressed during the construction of a residential superstructure. 4. Describe considerations for mechanical systems and interior finishes that must be addressed during the construction of a residential superstructure. 5. Identify superstructure components in plans and specifications. H. Common Residential Building Envelopes Competency: Describe the technical details of common residential building envelopes. 1. Describe common building envelope components. 2. Identify building envelope components in plans, specifications and details. 3. Explain how building envelope components comprise a system. 4. List the various trades involved in the construction of an effective building envelope. 5. Identify components that require special attention during construction to ensure an effective building envelope (windows, doors, trim details and flashing). I. Common Residential Mechanical and Electrical Systems Competency: Describe the technical details of common residential mechanical systems. 1. Describe common residential mechanical and electrical systems. 2. Identify mechanical and electrical system components in plans and specifications. 3. Identify potential conflicts between various trades that need to be addressed to ensure all mechanical and electrical systems are installed to function as designed. 4. Describe other systems such as security, structured wiring and vacuum. J. Common Residential Interior Finishes Competency: Describe the technical details of common residential interior finishes. 1. Describe common interior finishes for walls and ceilings. 2. Describe common interior flooring. 3. Describe common interior trim, woodwork, cabinets, handrails and hardware. 4. Describe common interior mechanical and electrical finishes. 5. Identify interior finish components in plans and specifications. K. Common Residential Exterior Components Competency: Describe the technical details of common residential exterior components. 1. Describe common residential grading requirements. 2. Describe common residential roofing systems

27 3. Describe common residential exterior finishes and systems. 4. Describe common residential exterior materials. 5. Describe common residential exterior concrete flatwork. L. House as a System Concept Competency: Describe the house as a system concept and the importance of selection and proper assembly of housing components. 1. Explain basic building science principles. 2. Explain how building science principles impact the design and construction of residential buildings. 3. Explain how assembled construction components compose a House-as-a-system. 4. Explain how changes in materials and/or installation methods impact the operation of the House-as-a-system. 5. Analyze deviations from common best practices in the construction of residential buildings that impact the performance of the House-as-a-system. M. Variations from Common Residential Construction Practice Competency: Describe the need to vary from common residential construction practice, identify and analyze the risks associated with such variances, and formulate strategies for managing the risks. 1. Outline the historical development of current construction practice. 2. Explain the need for thoughtful variations from common construction practice. 3. Explain how building codes allow for variations from common construction practice. 4. Identify local variations from common construction practice. 5. Analyze variations from common construction practice and assess the associated risks. 6. Develop risk mitigation strategies for variations in common construction practice. N. Building Solutions Competency: Identify, investigate, and analyze construction issues in residential buildings, and formulate strategies to resolve issues and prevent their reoccurrence. 1. Identify construction issues that may require a solution. 2. Outline techniques and strategies to investigate possible construction issues. 3. Assess possible construction issues and prioritize the issues that require a solution. 4. Develop appropriate solutions for construction issues. 5. Differentiate warranty and construction issues. 6. Formulate strategies to prevent reoccurrence of construction issues

28 SECTION TWO:... MANAGE THE BUILDING PROCESS... The RCSM plans, executes, and monitors the supply and application of materials and labour for residential construction, and ensures applicable site safety measures are followed throughout the construction process. A. Residential Construction Site Safety Management Competency: Represent the Prime Contractor for the purposes of site safety and fulfill requirements for safety and for occupation health and safety legislation, regulations and codes. 1. Describe legal and regulatory requirements for a safe residential construction site. 2. Recognize liability implications and associated risks for Prime Contractors. 3. Be able to describe safety requirements for each occupation or trade working on the residential construction site. 4. Perform job hazard assessments on a residential construction site. 5. Take appropriate action to correct unsafe practices and infractions. 6. Be able to facilitate/conduct an incident investigation. B. Planning the Construction Process Competency: Describe the phases of the residential construction process from site preparation to expiry of the warranty and produce a plan to construct a residential building. 1. Practice project management principles. 2. Explain the process of assembling construction components into a completed residential building. 3. Identify contractual and regulatory requirements to be addressed in a residential construction project plan. 4. Identify lead time requirements for materials, labour and inspections. 5. Estimate timeline contingencies for a residential construction project including seasonal items. 6. Be able to create and adjust a construction project plan in accordance with project management principles. C. Execute the Plan Through Effective Communication Competency: Communicate with developers, colleagues, customers, suppliers, supervisors, subordinates, subcontractors, inspectors, etc., during the residential construction process. 1. Use the appropriate means of effective communication when corresponding with clients, subcontractors, suppliers, colleagues, inspectors, regulators, internal and external to the company. 2. Communicate clearly and concisely, choose and use appropriate language and grammar for the situation

29 3. Provide accurate direction and instructions to ensure compliance with contracts, scopes of work and regulations. 4. Provide appropriate and timely responses to correspondence, requests, notifications, compliances, invoices, etc. D. Monitor Construction Progress Competency: Monitor construction sites against the schedule to obtain information required to adequately manage the construction process. 1. Monitor and document residential construction project progress and resources used on a daily basis. 2. Determine appropriate actions to ensure projects remain within budget and workmanship and material requirements. 3. Identify when a construction schedule needs to be adjusted. 4. Identify and document potential and manifested incidents regarding labour standards, safety, contractual, and company policies and procedures. 5. Conduct pre-inspections to help ensure that work to be inspected for Building Code compliance will pass inspection. 6. Monitor the site effectively to minimize undesirable incidents. 7. Ensure the site is ready for scheduled labour and material delivery. 8. Protect raw materials and completed work including the prevention of vandalism and theft. SECTION THREE:... CONDUCT ADMINISTRATIVE REPORTING... The RCSM controls the construction process through effective administration of information. A. Documentation Competency: Document information required to conduct administrative duties for the construction of a residential building. 1. Use checklists, standardized forms, photographs and daily logs to document construction progress, deficiencies, site safety and environmental issues. 2. Complete inventory documentation for materials, equipment and resources for a residential construction project. 3. Produce effective written communications to stakeholders to document notifications, clarifications and other important correspondence. 4. Ensure that required permits have been issued and closed for a residential construction project. B. Organization Competency: Organize and manage documentation for the construction of a residential building. 1. Follow corporate administrative procedures. 2. Ensure project plans are created in accordance with project management principles and encompass administrative duties

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