Plan surveys
Overview
This standard is about planning surveys. It is about identifying what investigations are required, choosing appropriate survey methods and selecting people to carry out the survey work. It is also about identifying, collecting, and collating the survey data and analysing, evaluating and recording it in accordance with current organisational requirements which are equal to or exceed current statutory and legislative requirements
This standard is for people working in the occupational area of construction contracting operations management and can be used by operatives, supervisors and managers
Performance criteria
You must be able to:
Identify investigation requirements P1 identify aspects for investigation that may be significant for the planned project by identifying customer requirements, examining documents, setting up and facilitating discussions and meetings P2 select the critical aspects of the project that require investigation and prioritise them P3 estimate the time and costs involved and summarise both the priorities and estimates in an investigation brief P4 obtain any permissions that will be needed to carry out the investigation and confirm that they are valid before the investigation starts P5 contact people and organisations who will be affected by the investigation, provide them with clear and accurate information and seek their cooperation Identify survey requirements P6 analyse and assess how accurate, up to date and complete the existing information is, and determine what additional information is needed P7 identify what survey information is needed, how accurate it needs to be and what information outputs are required from the survey P8 make a preliminary investigation to identify any access problems and equipment which will be needed and assess the implications for the survey
P9 choose survey methods which are suitable for the type of survey and the project
P10 commission surveys by selecting people and organisations that are competent to do the work
Select survey processes and operations P11 assess any constraints which may need incorporating in the planning of the survey P12 consult with experts for advice where additional specialist information is needed P13 ask for and obtain permissions to carry out the survey from stakeholders who will be affected and from any legal authorities which must be notified P14 estimate and gain approval for the cost of the survey P15 plan the surveys which will be needed and schedule them to meet the requirements of the project P16 review and authorise risk control procedures prior to the survey being conducted P17 identify and implement safety, environmental and quality assurance standards to meet organisational requirements P18 check relevant insurances are in place for the location and survey to be carried out Investigate and evaluate specific project factors P19 choose methods and techniques for the survey which are valid, reliable and consistent with organisational requirements and which recognise concerns raised by the stakeholders P20 identify survey sources and collect and collate relevant information P21 analyse and evaluate the survey information which has been collected about significant factors affecting the project P22 consult with experts on specific issues or concerns relevant to the survey P23 identify and record the opportunities and constraints for resolving specific issues or concerns P24 identify and assess previous solutions which are similar to current circumstances to ascertain whether they are relevant and useful
Knowledge and Understanding
You need to know and understand:
Identify investigation requirements Performance Criteria 1 K1 how and why to identify factors for investigation that may be significant for the planned project
Performance Criteria 2
K2 how and why to select the critical aspects of the project that require investigation
K3 how and why to prioritise the critical aspects of the project that require investigation
Performance Criteria 3
K4 how and why to estimate the time and costs involved and summarise both the priorities and estimates in an investigation brief
Performance Criteria 4
K5 how and why to obtain any permissions that will be needed to carry out the investigation and confirm that they are valid before the investigation starts
Performance Criteria 5
K6 how and why to contact people and organisations who will be affected by the investigation, provide them with clear and accurate information and seek their cooperation
Identify survey requirements
Performance Criteria 6
K7 how and why to analyse and assess how accurate, up to date and complete the existing information is
K8 how and why to identify and determine what additional information is required
Performance Criteria 7
K9 how and why to identify what survey information is needed, how accurate it needs to be and what information outputs are required from the survey
Performance Criteria 8
K10 how and why to make a preliminary investigation to identify any access problems and equipment which will be needed, and assess the implications for the survey
Performance Criteria 9
K11 how and why to choose survey methods which are suitable for the type of survey and the project
Performance Criteria 10
K12 how and why to commission surveys by selecting people and organisations that are competent to do the work
Select survey processes and operations
Performance Criteria 11
K13 how and why to assess any constraints which may need incorporating into the planning of the survey
Performance Criteria 12
K14 how and why to consult with experts for advice where additional, specialist information is needed
Performance Criteria 13 K15 how and why to ask for and obtain permission to carry out the survey from stakeholders who will be affected and from any legal authorities which must be notified Performance Criteria 14 K16 how and why to estimate and gain approval for the cost of the surveys
Performance Criteria 15 K17 how and why to plan the surveys which will be needed and schedule them to meet the requirements of the project
Performance Criteria 16 K18 how and why to review and authorise risk control procedures prior to the survey being conducted Performance Criteria 17 K19 how and why to identify and implement safety, environmental and quality assurance standards to meet organisational requirements Performance Criteria 18 K20 how and why to check relevant insurances are in place for the location and survey to be carried out Investigate and evaluate specific project factors Performance Criteria 19 K21 how and why to choose methods and techniques for the survey which are valid, reliable and consistent with legal requirements and which recognise concerns raised by the stakeholders Performance Criteria 20 K22 how and why to identify survey sources and collect and collate relevant information Performance Criteria 21 K23 how and why to analyse and evaluate the survey information which has been collected about significant factors affecting the project Performance Criteria 22 K24 how and why to consult with experts on specific issues or concerns relevant to the survey Performance Criteria 23 K25 how and why to identify and record the opportunities and constraints for resolving specific issues or concerns Performance Criteria 24 K26 how and why to identify and assess previous solutions which are similar to current circumstances to ascertain whether they are relevant and useful