THE HONG KONG INSTITUTE OF SURVEYORS

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• ???????
• THE HONG KONG INSTITUTE OF SURVEYORS
• ???????
• PROPERTY FACILITY MANAGEMENT DIVISION
• OPEN DISCUSSION FORUM
• 28th April 2006

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HKIS PFMD Open Discussion Forum

• Content
• New PFMD An Overview
• New PFMD APC
• New PFMD ATC (on request)
• Questions and Answers Session

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New PFMD An Overview

• Evolution of HKIS PFMD
• 1999 Property Management Committee
• 2002 Property Facility Mgt Committee
• 11/2003 Property Facility Mgt Forum
• 5/2005 Property Facility Mgt Division
• 11/2005 First PFMD AGM Council
• 3/2006 PFMD Membership more than 600

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New PFMD An Overview

• SWOT Analysis Formation of PFMD
• Strength - Longstanding Brand Name (150 years
  history)
• - Comprehensive Professional Services
• (Asset/Strategic/Space/Property/Facility
  Mgt)
• Weakness - Wrong perception of general public
• - Lack proper care for PFM practitioners
• - Obstacle in APC
• Opportunities- Growth in PFM importance
• - New legislation in real estate (BMO, LTO)
• - Trend to outsource non-core business
• Threats - HKIH growth (more than 2000 members)
• - RICS FM Faculty APC in Hong Kong
• - Other institute such as HKIFM, IFMA, ISCM,
  etc.

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New PFMD An Overview

• Current Events
• 3/2006 Launching of PFMD Website
• 4/2006 Open Forum for probationer, etc.
• 5/2006 Launching of structured CPD with PolyU
• 5-6/2006 Roadshow visits to universities
• 5-6/2006 APC Seminars for universities students
• 7-8/2006 Roadshow visits to employers, govt.
• 11/2006 First Practical Task

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• General Introduction Objectives
• APC is a scheme of prof. training assessment
• Candidates should demonstrate
• (a) Apply theoretical knowledge through
  professional training experience to attain
  practical PFM skills
• (b) Understand apply the chosen core non-core
  competencies
• (c) Safeguard interests of employers clients
• (d) Communicate effectively, orally, graphically
  writing in correct grammar, well structured
  well presented
• (e) Act per HKISs Rules of Conduct, possesses
  highest level of professional integrity
  objectivity.

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• In addition, candidates
• (a) Are good ambassadors for the profession, HKIS
  employers
• (b) Are aware of the professional commercial
  implications of their work
• (c) Understand their clients employers
  thinking objectives
• (d) Have an up-to-date, developed all-rounded
  knowledge relevant to PFM surveyors works in HK
• (e) Play a role in a team build up experience
  in client contact
• (f) Are aware of general economic
  principles/operation
• (g) Have confidence to work independently
  unsupervised and
• (h) Demonstrate motivation, initiative,
  administrative ability leadership potential.

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• Principal Parties
• Candidate,employer,supervisor,counsellor,assessors
  .
• PFM Divisional Education Committee, Admin. Office
  
• III APC consists of
• Minimum 2 years comprising not less than 400
  working days approved professional training in
  specified areas listed in Appendix I, to be
  documented in a diary log book
• Minimum 40 hours of qualified structured
  learning
• Critical Analysis to illustrate practical
  experience professional knowledge in different
  aspects of PFM competence in written
  presentation
• Practical Task on authentic professional problem
• Professional Interview to test ones professional
  
• competence as a PFM Surveyor.

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• IV Eligibility
• Be a probationer of HKIS or concurrently applying
  for probationer
• Hold a relevant academic qualification
• Be suitably employed in an establishment
  principally engaged in PFM
• Their employers supervisors are able willing
  to provide appropriate prof. training.

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• V Entry to APC
• Submit application when begin prof. career.
• Training obtained prior to submission of
  application is not normally recognized.
• Applications for subsequent stages of APC be
  submitted per the timetable.
• Delayed applications will prolong the assessment
  process.

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• VI Arrangements for Professional Training
• Candidates should ascertain if their employment
  would provide sufficient opportunity to acquire
  the necessary training/coverage.
• Private practices public bodies are suitable
  grounds for acquiring practical experience.
• Candidates should take initiatives to seek prof.
  knowledge from their supervisors counsellors.
• To acquire experience upon hands-on involvement
  in their assignments.
• When candidates change their employment or
  counsellor, they must seek HKISs approval.

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• VII Supervision Counselling
• Be guided/instructed by a supervisor with
  relevant expertise, be properly advised by a
  counsellor (a professional PFM Surveyor of HKIS
  of at least 5 years standing).
• Counsellor to be appointed by the employer from
  within the organization, who may also act as
  supervisor.
• External counsellor may be sought if reqd.
• Frequently discuss training progress with their
  counsellors.
• Refer to The Notes for Guidance of Employers,
  Supervisors and Counsellors

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• VIII Area of Professional Training
• Min. approved period of documented prof. training
  is 2 years comprising not less than 400 working
  days (Appendix I).
• To acquire sufficient in-depth practical
  experience in at least the 2 chosen core
  competencies 2 non-core competences, and
  reasonably balanced working knowledge in all
  other areas.

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• IX. Diaries
• Maintain a Diary throughout their approved
  period of prof. training.
• Entries in Diary should be clear/concise, to
  analyze summarize in Log Books.
• Where a candidate changes employment, Diary
  should be continued in the usual way.
• Diary be signed by candidate supervisor at
  end of every week, and by counsellor at end of
  every 3 months.

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• X. Log Books
• To keep a Log Book, an analytical account of
  prof. training in chronological order.
• Be analyzed entered in whole days or
  half- days.
• Be signed by candidate/counsellor at end of
  every 3 months.
• The time spent on each area of training must be
  totalled vertically horizontally on the
  Analysis of Diary Sheets.

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• XI. Interim Assessment
• After 12 months comprising not less than 200
  working days of approved training the Log Book,
  Diary, Interim Assessment Report, Interim SOE be
  submitted to counsellor for interim assessment.
• Interim SOE (n.e. 1,000 words), to summarize the
  prof. training self-assessment.
• Counsellor must assess the breadth/depth of
  training.
• Counsellor should convey advice to candidate in
  an interview and return documentation to
  candidates after the interview.
• Candidate to file a signed copy of Interim
  Assessment Report Interim SOE to HKIS the
  other signed copy be attached for final
  assessment.

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• XII. Pre-Qualification Structured Learning
• Min. aggregate of 40 hours structured learning.
• Such courses be certified by PFM Divisional
  Education Committee.
• Individual course be recognized upto 10 hours.
• Unstructured self-learning is not recognized.

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• XIII Critical Analysis
• Upon completion of 21 months training, to submit
  Critical Analysis (n.e. 3,000 words) examining 3
  cases (2 cases re. core competences, 1 case re.
  non-core competence).
• Selected cases be of contrasting nature.
• CA should comprise
• (a) Introduction, dates related to entries in the
  Diary
• (b) Methodology/procedure for decision making
  progress control, rationale for rejecting other
  options
• (c) factors affecting progress/anticipated
  performance
• (d) results achieved vis-a-vis the original
  intention or forecast, cost-effectiveness study
  and
• (e) lessons learned self assessment of personal
  involvement.

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• Confidential information must not be disclosed,
  fictitious names/addresses may be used.
• A declaration that CA is candidates own work.
• To demonstrate ability in report writing,
  logical expression, prof. analysis judgement.
• Neat/orderly manner, typeset in double spacing
  on A4 paper, sectional headings, page no., 2
  copies.
• CA be assessed by assessors
• (a) General presentation, clarity of expression,
  use of diagram quality of drawings. (20)
• (b) Ability to identify problems formulate
  solutions, including approach to problem
  solving. (30)
• (c) Technical content, relevance correctness.
  (30)
• (d) Personal involvement objectivity of self
  assessment. (20)

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• XIV. Practical Task
• To demonstrate the ability as PFM Surveyor.
• To exercise competent prof. judgement.
• Normally 4 hours, conducted once a year in
  November.
• To answer questions on specific prof. area.
• No text books/reference materials are permitted.
• Will be briefed on practical problem for the
  task.
• Will be given a takeaway packagerelevant
  material.
• To work out solution as in a real life
  situation.
• To treat this exercise seriously honestly.
• Restrain from delegating their tasks or simply
  adopting others work without their own input.

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• Will present solutions to Assessors by written
  report presentation, to answer queries from
  Assessors.
• May include drawings, diagrams, written
  materials spoken words.
• Assessment of the Practical Task
• (a) General presentation, organization, clarity
  of expression, use of diagram quality of
  drgs.(10)
• (b) Ability/fluency to communicate ability to
  react to questioning with logical answers. (10)
• (c) Ability to demonstrate all rounded knowledge
  at competent level. (20)
• (d) Ability/approach to problem solving. (20)
• (e) Technical contents of answers, relevance
  correctness. (20)
• (f) Conclusion/recommendations, soundness
  practicality. (20)

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• XIV Final Assessment
• After completion of full approved prof. training
  at least 11 months after filing in Interim
  Assessment Report, candidate may apply for Final
  Assessment ( CA assessed).
• Submit Diary, Log Book, Interim Assessment
  Report, SOE,Synopsis of Structured Learning.
• SOE (n.e. 2,000 words) should give an account of
  engagements evaluation of experience acquired
  illustrate/assess own aptitude for specialization
  in ones prof. career.

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• SOE should comprise
• (a) Employment job descriptions.
• (b) Postings nature of work.
• (c) Summary/analysis of on-job training
  personal involvement.
• (d) Appraisal of guidance given by employers,
  supervisors counsellors.
• (e) Evaluation of prof. practice experience so
  acquired.
• (f) Assessment of personal aptitude towards
  chosen specialization in PFM practice.
• Synopsis of Structured Learning (n.e. 2,000
  words), and submit certificates of
  successfully completed passed courses.

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• Final Assessment may take place with
  presentation of practical tasks.
• Be tested on prof. knowledge experience as PFM
  Surveyor.
• To answer questions on prof. training,
  structured learning, general PFM practice, prof.
  ethics, HKIS's Rules of Conduct.
• Prof. Interview be conducted by 3 assessors
• (a) Adequate breadth/depth,balanced prof.
  training(20)
• (b) Adequacy/relevance of structured learning.
  (20)
• (c) General knowledge of prof. PFM practices.
  (25)
• (d) Prof. ethics/legal liabilities of PFM
  Surveyors. (25)
• (e) Personal appearance general presentation.
  (10)

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• XVI. Notification of Results
• Results not be publicized marks awarded not
  normally be disclosed.
• Results of CA be dispatched normally within 2
  months.
• Results of Practical Task Final Assessment
  will be sent normally within 1 month.
• All results are final not subject to appeal.

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• XVII. Arrangement for Unsuccessful Candidates
• Encouraged to seek advice from their
  counsellors.
• Welcome to discuss their performances with
  assessors.
• If CA is unsatisfactory, may be required to
  prepare in 6 to 12 months' time a supplementary
  CA.
• Who failed in their Practical Task and/or Final
  Assessment may apply to re-take next year.
• May be required to undertake extended period of
  training before re-assessment, normally from 6
  to 12 months, to maintain a Diary Log Book
  then.
• May be required to undertake supplementary
  structured learning within 6 to 12 months, and
  submit a synopsis then.
• After the period of deferral, to attend a
  Professional Re-Interview for re-assessment.

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• Submission of Applications
• Made on relevant forms, fully correctly
  completed, endorsed by employer, supervisor
  submitted with prescribed fees.
• All applications be delivered to HKIS personally
  or by post.
• Check with HKIS if not receive reply after 1
  month of submission.
• Late applications may result in delay in timely
  assessment.
• Content/requirements of various forms

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XX. Time Scale Guide
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• Candidate who commences approved prof.
  training before October may normally undertake
  Practical Task Final Assessment after October
  at 2 years later.
• Candidate who commences training after November
  could undertake Practical Task Final
  Assessment after October at 3 years later.

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• XXI. Inquiries
• General inquiries/applications be sent to HKIS at
  
• Suite 801, Jardine House, 1 Connaught Place,
  H.K. Telephone [phone] Fax [phone]
  E-mail edudept_at_hkis.org.hk
• Further queries be directed to Property
  Facility Mgt. Divisional Education Committee.
• XXII Notes
• HKIS reserves the 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, fully competent PFM
  Surveyor.
• Must obtain a thorough understanding/knowledge
  of your chosen areas at competent level.
• Min. 400 working days approved prof. training
  experience within min. 24 months from
  registering for APC 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 Three 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 Two 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.
• Level Three- Knowledge application analysis
  ability to give advice.

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• Some FAQ
• May grant exemption of relevant past training
  experience upto max. 18 months.
• If candidates may apply to transfer in May 2006,
  may attend Practical Task in November 2006.
• Exemption of past training experience of 12
  months and above will be subject to candidates
  Interim Submission approved by his/her
  predecessor division.
• May grant exemption of approved PQSL on a
  pro-rata basis with candidates exempted relevant
  experience.
• If candidate had submitted Critical Analysis to
  his/her predecessor division being approved,
  PFMD may grant exemption on a case by case basis,
  considering its relevance with the required
  competence.
• No exemption for Practical Task, even the
  candidate had passed Practical Task of his/her
  predecessor division.
• No exemption will be granted for Final Assessment.

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