conditions of m_'ship 2008 current

THE AUSTRALIAN INSTITUTE OF

QUANTITY SURVEYORSABN 97 008 485 809

CONDITIONS OF MEMBERSHIP

Annual Review 2004 Review November 2005 Review December 2006 Review December 2007 Review December 2008

AIQS CONDITIONS OF MEMBERSHIP

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CONTENTS1. 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 2. 2.1 2.2 3. 3.1 3.2 4. 4.1 4.2 5. 5.1 5.2 6. 6.1 6.2 6.3 6.4 7. 7.1 7.2 8. 8.1 8.2 9. 9.1 10. 11. GENERAL CONDITIONS Definitions Corporate Membership Non-Corporate Membership Compliance with Articles of Associates, By Laws, Regulations and Code of Professional Conduct Applications for Membership and Advancement Confirmation of Membership Diplomas of Membership Attachment to Chapter Use of Post Nominals STUDENT MEMBERSHIP Membership Requirements Application Guidelines TECHNICIAN MEMBERSHIP Membership Requirements Application Guidelines PROBATIONER MEMBERSHIP Membership Requirements Application Guidelines AFFILIATE MEMBERSHIP Membership Requirements Application Guidelines ASSOCIATE MEMBERSHIP Standard Entry Route Membership Requirements Assessment of Professional Competence Guidelines Guidelines for the Appointment of Mentors Application Guidelines Standard Entry Route ASSOCIATE MEMBERSHIP Specialist Entry Route Membership Requirements Application Guidelines - Specialist Entry Route FELLOWSHIP Fellowship Requirements Life and Honorary Fellowships RETIRED MEMBERSHIP Membership Requirements SUBSCRIPTION AND FEES APPEAL PROCESSES PAGE 3 3 5 5 5 6 6 6 6 6 7 7 8 9 9 10 11 11 13 14 14 16 19 19 22 30 31 32 32 36 38 38 39 40 40 41 43

USE OF THESE CONDITIONS OF MEMBERSHIP These Conditions (adopted 25 October, 2002 with annual review amendments 2003, 2004, 2005, 2006, 2007, 2008): . . Conform with the Articles of Association and By Laws (adopted 25 October, 2002) Serve as the single source of detailed membership eligibility as determined by the Institute


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1.1.1

GENERAL CONDITIONSDefinitionsThe following definitions shall apply throughout the Conditions of Membership:

1.1.1 AIQS means the Australian Institute of Quantity Surveyors 1.1.2 Allied Discipline shall mean Architecture, Building, Engineering, Cost Engineering,Economics, Land Economy, Management or similar discipline.

1.1.3 Approved Academic Qualifications (unless otherwise noted) shall mean:

degrees from tertiary education institutes for accredited courses recognised by the Institute and listed in the Tertiary Course Guide. degrees from tertiary education institutes for accredited courses approved by Recognised Institutes of Quantity Surveyors.

1.1.4 Approved Employment (unless otherwise noted) shall mean full time salaried employmentfor at least two years whilst obtaining recognised practical experience as necessary to complete the Assessment of Professional Competence. Approved employment shall take place under Approved Supervision.

1.1.5 Approved Supervision (unless otherwise noted) shall mean direct supervision within anorganisation by a corporate member of the Institute or a corporate member of a Recognised Institute of Quantity Surveyors.

1.1.6 Assessment of Professional Competence (APC) means a period of recognised practical

experience additional to time spent in gaining Approved Academic Qualifications (unless otherwise noted) during which a diary and logbook of work experience is kept leading to a panel interview to discuss the work experience gained.

1.1.7 Competencies or Competency Standards mean Competency Standards for QuantitySurveyors, Construction Economists and Cost Engineers published by the Institute.

1.1.8 Corporate Grades of membership having the right to vote in Institute affairs shall comprise:Associate Fellow Life Fellow

Non-Corporate Grades of membership who do not have voting rights or have limited rights comprise: Student Technician Probationer Affiliate Retired Fellow, Retired Associate or Retired Affiliate Honorary Fellow Council means the Councillors of the Institute elected or appointed pursuant to the Articles of Association Chapter Council means the Council for the time being of a Chapter or the Overseas Section Committee.

1.1.9 Degree means having undertaken theoretical study and been awarded a degree by anaccepted educational body having undertaken the equivalent of a three year full time course. awarded a diploma in Quantity Surveying or in an allied discipline by an accepted educational body having completed the equivalent of a two year full time course.

1.1.10 Diploma and Diploma course level means having undertaken theoretical study and been


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1.1.11 Good standing as applied to a member of the AIQS, or any other Institute of quantity

surveyors/construction economists, means the member is currently financial and not subject to any disciplinary action or penalty eg suspension or expulsion.

1.1.12 Institute means the Australian Institute of Quantity Surveyors. 1.1.13 Lapsed Member means a member who has failed to pay the annual subscription by thedue date and who has been advised in writing that their institute membership has lapsed.

1.1.14 Management Responsibility (unless otherwise noted) shall mean leadership and direct

supervision of staff members within a project team, setting up systems for the effective management of activities, managing all Quantity Surveying activities on smaller projects, controlling project outcomes, liaising with clients and the like.

1.1.15 Mentor means a person appointed to act as a supervisor to an APC candidate from outsidethe candidates normal workplace environment when there is not an appropriately qualified person in that workplace. Membership Officer for the Australian Institute of Quantity Surveyors. graduate of a Quantity Surveying course which is not accredited.

1.1.16 National Membership Officer means the person appointed to the office of National 1.1.17 Non-Quantity Surveying Graduate shall mean a graduate in an Allied Discipline or a 1.1.18 Overseas Section (OSS) means the body of members residing outside Australia andrepresented by the Overseas Section Committee.

1.1.19 Quantity Surveying means the science or profession concerned with: building and engineering economics financial, resource and contractual management dispute resolution quantification of material and labour inputs.

for all types of building, construction and industrial projects. Quantity Surveyor(s) includes but is not limited to the designations: Building or Construction: Economist, Cost Consultant, Cost Manager or Arbitrator. Cost or Budget: Analyst, Consultant, Controller, Engineer, Manager or Planner. Estimator. Project Manager or Planner.

1.1.20 Recognised Practical Experience unless otherwise noted means the gaining of experience

of required Competencies or Competency groups during a period of Approved Employment under Approved Supervision. Competencies and specific experience in two of the three competency/experience groupings as set out and some knowledge of support competencies and specialist areas.

1.1.21 Reasonably Balanced Experience means the gaining of a broad range of experience in the

1.1.22 Recognised Institutes of Quantity Surveyors with Reciprocal Entry Agreements comprise: The Royal Institution of Chartered Surveyors (Construction faculty QS designation) (RICS) Institution of Surveyors, Malaysia (QS Division) (ISM) The New Zealand Institute of Quantity Surveyors (NZIQS) The Association of South African Quantity Surveyors (+ Registration) (ASAQS) The Singapore Institute of Surveyors and Valuers (SISV) The Hong Kong Institute of Surveyors (QS Division) (HKIS) The Canadian Institute of Quantity Surveyors (CIQS) The Institute of Quantity Surveyors, Sri Lanka (IQSSL)


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1.1.23 Reinstatement Fee means a fee payable in addition to backdated subscription payable bylapsed members who apply for re-instatement of membership.

1.1.24 Supervisor (unless otherwise noted) shall mean a Quantity Surveyor who is a corporatemember of the Institute or a corporate member of a Recognised Institute of Quantity Surveyors who directly supervises a candidate within the same organisation.

1.1.25 Tertiary Course Guide means the Tertiary Course Guide published annually by the Institute

setting out details of University and TAFE Courses accredited or recognised by the Institute.

1.1.26 Working Experience means working as a Quantity Surveyor in Quantity Surveying. 1.2 Corporate MembershipAdmission to Corporate Membership of the Institute is open to any person who has the required level of academic qualifications and recognised practical experience and has been actively engaged in any branch of the profession of Quantity Surveying, however called, and whose attainments and qualifications are recognised by Council as falling within those prescribed for Fellows and Associates. Active engagement includes: Private practice as a Quantity Surveyor, or The principal or a partner or member of a firm or working director of a corporation practising as Quantity Surveyors, or The employee of a partnership or firm or individual or corporation practising as Quantity Surveyors, or In the employment as a Quantity Surveyor of any Government or municipal or local or other authority or public body, or In the employment as a Quantity Surveyor of a firm actively engaged in the design, construction or development of building or engineering structures or projects, or A qualified Quantity Surveyor engaged as a tertiary academic. Candidates for election to Associate membership are required to pass the Assessment of Professional Competence to demonstrate the required recognised practical experience. All corporate members are required to undertake a Continuing Professional Development program by continuously updating their practical experience.

1.3

Non-Corporate MembershipStudent and Probationer membership is provided to enable the Institute to advise and guide candidates for Corporate Membership during their study and/or training. Student members shall be engaged in study to obtain Approved Academic Qualifications whilst Probationer members shall have completed their degrees and intend completing the APC requirements. The Affiliate stream of membership is provided for those with Quantity Surveying experience without the Approved Academic Qualifications or those in disciplines allied to Quantity Surveying who have demonstrated Quantity Surveying experience. Students from technical courses may join the Institute as Student members, proceed to Technician membership on gaining their diploma and to Affiliate membership after a period of Practical Experience. Retired membership is provided for Fellows, Associates and Affiliates who have reached the end of their working careers in Quantity Surveying.

1.4

Compliance with Articles of Association, By Laws, Regulations and Code of Professional ConductAll persons who are members of the Institute are bound to comply with the Articles of Association, By Laws and Code of Professional Conduct of the Institute. The Articles of Association contain compliance rules. Only persons who agree to comply with these matters should seek to obtain or maintain their membership.


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1.5

Applications For Membership and AdvancementApplications shall be made in writing to the National Membership Officer using the Institutes form and accompanied by the information required by the relevant Guidelines. On the recommendation of the National Membership Officer for Students, Technicians and Probationers and a Chapter Council or Overseas Section for Affiliates and Corporate grades, the Council will consider and approve or reject such applications. The Institute may reject any application for any class of membership which, in its opinion, is inappropriate to the applicant's qualifications, or may alter and accept the application in the appropriate class. Rejected applicants will be advised of the reason for rejection and shall have the right of appeal in accordance with the Institutes Appeal Processes. Applicants who make an appeal shall be responsible for all of their own costs involved in the appeal.

1.6

Confirmation of MembershipPersons admitted or elected to membership in any class shall be advised in writing by National Office. Admission to membership by Council shall not be effective until entered in the Register of Members by the National Membership Officer of the Institute who may refuse to do so only if in his/her knowledge the applicant has been refused previously or has been expelled from membership by the Institute.

1.7

Diplomas of MembershipThe Institute shall have power to grant Diplomas of Membership in such manner as the Council of the Institute may from time to time prescribe. Provided that every diploma on the face of it shall show that it is a diploma granted by the Institute in accordance with the Articles of Association. Diplomas shall not take effect under any statutory or public power. Every Corporate member and such other members as the Institute shall determine shall be entitled to obtain a Diploma of Membership, subject to such conditions and on payment of such subscriptions or other sums as the Council may from time to time prescribe. All diplomas issued shall be the property of the Institute and any person ceasing to be a member shall deliver back to the Institute his or her Diploma of Membership.

1.8

Attachment to ChapterMembers of the Institute shall ipso facto be attached to the Chapter covering the area in which they permanently reside. Members who reside outside Australia will be attached to the Overseas Section (OSS). Persons elected to Corporate membership may elect to remain attached to their initial Chapter even though they become permanently resident beyond their Chapter boundaries.

1.9

Use of Post NominalsCorporate members, Retired members, Affiliates and Honorary Fellows shall be allowed to use the post-nominals appropriate to their membership classification. Lapsed Members are no longer members of the Institute and are not entitled to use AIQS post-nominals in any way or in any material. They may not claim to be members of the Institute in CVs, resumes, promotional materials, tender documents, fee proposals or any other written works including business cards and letterhead. Members who are CPD certified are in addition entitled to use the post nominals ICECA following their AIQS nominals.


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2.2.1

STUDENT MEMBERSHIPMEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out in General Conditions Clause 1.01: Definitions

2.1.1 Definitions

2.1.2 Prerequisites Be a Student who has been accepted for and has commenced an accredited degree or recognised TAFE course listed in the Tertiary Course Guide OR Be a student in a degree course of Quantity Surveying that is not listed in the Tertiary Course Guide. Be a student in a degree course of an Allied Discipline who intends making a career in Quantity Surveying.

2.1.3 NominationApplicants for Student Membership shall be proposed by: A Corporate member in Good Standing of the Institute OR a Corporate member in good standing of a Recognised Institute of Quantity Surveyors OR a member of academic staff of a course listed in the Tertiary Course Guide.

2.1.4 Benefits Students who have been accepted for and have commenced an accredited degree or recognized TAFE course are eligible for concessional subscriptions. (This concession is subject to annual certification and is not normally available for more than five years or to students who commence an APC Diary/Logbook before completing their course). May attend and speak at any meeting of the Institute May serve as a committee member (but not hold any office of the Institute or Chapter). May enjoy all the other benefits of members e.g. discount schemes, publications etc.

2.1.5 RestrictionsStudent Members may not vote at Annual, Special, Ordinary or General Meetings of the Institute or Chapter. Student members are precluded from holding the offices of President, Vice President, Treasurer, Secretary or Councillor of the Institute or a Chapter. Student members may not nominate candidates for any grade.

2.1.6 AdvancementStudents from accredited degree courses may advance to Associate (Corporate) grade upon gaining Approved Academic Qualifications, entering and continuing Approved Employment and passing the Assessment of Professional Competence requirements, i.e., candidates must be eligible for and pass through Probationer grade. Students from recognised TAFE courses may advance to Technician grade membership on obtaining a Diploma on completion of their course and then to Affiliate following five years of QS work experience.


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2.2

APPLICATION GUIDELINES FOR STUDENT MEMBERSHIPThe Institute Council has set down the following guidelines for applicants for Student membership. These guidelines amplify the requirement contained in the Membership Requirements but do not supersede or take precedence over those requirements.

2.2.1 Generally

2.2.2 ApplicationCandidates shall complete the application form following commencement of an accredited degree or recognised TAFE course as follows: Applicants shall provide details of the course including full name of the course, University and Campus, year of commencement etc. Application shall be signed by a proposer who shall be: a Corporate Member in Good Standing of the Institute, or a Corporate Member in Good Standing of a Recognised Institute of Quantity Surveyors, or a member of academic staff of the University or TAFE with responsibility for the course (course co-ordinator).

2.2.3 Application CategoriesApplications may be submitted under the following categories a) Students of degree courses listed in the Tertiary Course Guide. b) Students of degree courses that are not listed in the Tertiary Course Guide. c) Students of TAFE courses listed in the Tertiary Course Guide.

2.2.4 Concessional Subscriptiona) Students who apply under Clause 2.2.3 (a) or (c) are entitled to concessional subscription (currently free). This concession is subject to annual certification and is not normally available for more than 5 years. Students who complete a course or leave before completion or who commence an APC Diary/Logbook before completing their course are no longer entitled to concessional membership. b) Students who apply under Clause 2.2.3 (b) and Students enrolled in Masters Degrees are not entitled to concessional subscription and shall pay an entrance fee and annual subscription.

2.2.5 OtherApplicants under Clause 2.2.3 (b) are advised to contact the National Membership Officer to discuss their course content and identify any further areas of study that may be necessary to proceed to Corporate Membership.


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3.3.1

TECHNICIAN MEMBERSHIPMEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out in General Conditions Clause 1.01: Definitions

3.1.1 Definitions

3.1.2 GeneralTechnician membership is provided for: Persons who have obtained TAFE diplomas from recognised courses who intend making a career in Quantity Surveying. Persons with diplomas in Quantity Surveying and some practical experience.

3.1.3 Prerequisites Be engaged in the practice of Quantity Surveying AND Possess a diploma from a recognised TAFE course and on admission undertake to commence and complete a minimum of five years Practical Experience in Approved Employment as defined in 3.1.4 for advancement to Affiliate membership OR Possess a diploma in Quantity Surveying or Allied Discipline involving two years full time study and be in Approved Employment.

3.1.4 Approved EmploymentApproved Employment for Technician Membership (unless otherwise noted) shall mean employment in an enterprise engaged in quantity surveying, surveying, architecture, engineering, building, valuation, project management or land economics where the candidate is under the supervision of a Corporate Member of this Institute or a corporate member of a Recognised Institute of Quantity Surveyors.

3.1.5 Practical ExperiencePractical experience means a significant level of experience in one of the AIQS core competencies and a broad range of experience over other core competencies. Technician members need not be exclusively engaged in the following activities but should gain a significant understanding of: Design cost advice, cost planning and cost engineering Contract documentation and procurement Post contract services

3.1.6 NominationApplicants for Technician Membership who are not already Student members shall be proposed by: a Corporate member in Good Standing of the Institute, or a Corporate member in good standing of a Recognised Institute of Quantity Surveyors, or a member of academic staff of a recognised education institute listed in the Tertiary Course Guide.

3.1.7 AdmissionApplicants for Technician membership who are not Student members shall pay a nonrefundable application fee with their application. No application will be considered until the application fee is received. Upon acceptance of the application the applicant shall be advised and a notice issued for the first annual subscription. Upon payment of the first annual subscription he/she shall become a member.


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3.1.8 Benefits may attend and speak at any meeting of the Institute may serve as committee member (but not hold any office of the Institute or Chapter) may receive all other benefits eg discount schemes, publications etc. may advance to Affiliate membership after gaining minimum of five years Practical Experience in Approved Employment.

3.1.9 RestrictionsTechnician Members may not vote at Annual, Special, Ordinary or General Meetings of the Institute or Chapter. Technician Members are precluded from holding the office of President, Vice President, Treasurer, Secretary or Councillor of the Institute or a Chapter. Technician Members may not nominate candidates for any grade.

3.1.10 Reinstated MembershipTechnician Members who become Lapsed Members due to failure to pay annual subscription shall be entitled to apply for reinstatement. Immediate reinstatement with continuity of membership shall apply on payment of a Reinstatement Fee and arrears of membership fees of up to a maximum five years. Alternatively the member may submit a new application for membership together with a non-refundable application fee and become a new member from date of election. All applications shall be accompanied by a brief personal statement giving details of employment, responsibilities, further qualifications obtained etc.

3.2

APPLICATION GUIDELINES FOR TECHNICIAN MEMBERSHIPThe Institute Council has set down the following guidelines for applicants for Technician membership. These guidelines amplify the requirement contained in the Membership Requirements but do not supersede or take precedence over those requirements.

3.2.1 Generally

3.2.2 ApplicationCandidates who have obtained diplomas from recognised TAFE courses listed in the Tertiary Course Guide shall complete the application form following completion of a course of studies as follows: Applicants shall provide details of the course including full name of the Course and Campus, date of completion of course. Application shall be signed by a proposer who shall be: a) a Corporate Member in Good Standing of the Institute, or b) a Corporate Member in Good Standing of a Recognised Institute of Quantity Surveyors, or c) a member of academic staff of a recognised education institute listed in the Tertiary Course Guide.

Candidates with diplomas from courses other than recognised TAFE courses should contact the National Membership Officer and advise their particulars and details. Applicants may be required to undertake further studies to make up course content.

3.2.3 Application CategoriesApplications may be submitted under the following categories: a) Student members who have obtained diplomas from recognised TAFE courses. b) Non-members who have obtained diplomas from recognised TAFE courses. c) Non-members with Diplomas in Quantity Surveying or Allied Disciplines who have obtained some Recognised Practical Experience in Approved Employment.


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4.4.1

PROBATIONER MEMBERSHIPMEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out in General Conditions Clause 1.01: Definitions

4.1.1 Definitions

4.1.2 GeneralProbationer membership is provided for: Graduates who have obtained Approved Academic Qualifications who intend taking the Assessment of Professional Competence. Corporate members of Recognised Institutes of Quantity Surveyors obtaining Recognised Practical Experience. Student members who hold degrees that do not constitute Approved Academic Qualifications may be required to undertake further studies to proceed to Probationer Membership. Such studies may comprise additional subjects to make up course content or additional recognised practical experience during Assessment of Professional Competence. Affiliate Members who have gained Approved Academic Qualifications shall have the same rights as Probationer Members.

4.1.3 Prerequisites Be engaged in the practice or teaching of Quantity Surveying AND Possess Approved Academic Qualifications and on admission undertake to commence and complete within a maximum of five years the necessary Recognised Practical Experience for advancement to Corporate Membership.

4.1.4 EmploymentProbationer Members shall enter into and maintain Approved Employment under Approved Supervision.

4.1.5 NominationApplicants for Probationer Membership who have not previously been a Student Member shall be proposed by: a Corporate member in Good Standing of the Institute OR a Corporate member in Good Standing of a Recognised Institute of Quantity Surveyors OR A member of academic staff of a recognised tertiary education institute listed in the Tertiary Course Guide.

4.1.6 AdmissionApplicants for Probationer membership who are not Student members shall pay a nonrefundable Application Fee with their application. No application will be considered until the Application Fee is received. Upon acceptance of the application it will be placed on the next Postal Ballot to the National Council for formal admittance. The applicant shall then be advised and a notice issued for their first annual subscription. Upon payment of the first annual subscription he/she shall become a member.

4.1.7 Benefits may attend and speak at any meeting of the Institute may serve as committee member (but not hold any office of the Institute or Chapter) may receive all other benefits eg discount schemes, publications etc.


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4.1.8 RestrictionsProbationer Members may not vote at Annual, Special, Ordinary or General Meetings of the Institute or Chapter. Probationer Members are precluded from holding the office of President, Vice President, Treasurer, Secretary or Councillor of the Institute or a Chapter. Probationer Members may not nominate candidates for any grade. A time limit of five years applies to this grade. Persons remaining as Probationers after this time shall pay the subscription for Associate grade under 35 years but without any rights to that grade.

4.1.9 Reinstated MembershipProbationer Members who become Lapsed Members due to failure to pay annual subscription shall be entitled to apply for reinstatement. Immediate reinstatement with continuity of membership shall apply on payment of a Reinstatement Fee and arrears of membership fees of up to a maximum five years. Alternatively the member may submit a new application for membership together with a non-refundable application fee and become a new member from date of election and commence the Assessment of Professional Competence from the new admittance date. All applications shall be accompanied by a brief personal statement giving details of employment, responsibilities, further qualifications obtained etc.

4.1.10 AdvancementMay advance to Associate (Corporate) grade upon successfully completing the Assessment of Professional Competence.


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4.2

APPLICATION GUIDELINES FOR PROBATIONER MEMBERSHIPThe Institute Council has set down the following guidelines for applicants for Probationer membership. These guidelines amplify the requirement contained in the Membership Requirements but do not supersede or take precedence over those requirements.

4.2.1 Generally

4.2.2 ApplicationCandidates with Approved Academic Qualifications shall complete the application form following completion of a course of studies as follows: Applicants shall provide details of the course including full name of the course, University and Campus, date of graduation etc. Application shall be signed by a proposer who shall be: a Corporate Member in Good Standing of the Institute, or a Corporate Member in Good Standing of a Recognised Institute of Quantity Surveyors, or a member of academic staff of the University with responsibility for the course (course co-ordinator).

4.2.3 Application CategoriesApplication may be submitted under the following categories: a) Degrees from tertiary education institutes for accredited courses approved by the Institute in accordance with standards and procedures published from time to time and listed in the Tertiary Course Guide published by the Institute. b) Degrees from tertiary education institutes for accredited courses approved by Recognised Institutes of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, IQSSL, CIQS or NZIQS). c) Degrees from tertiary education institutes for courses in Quantity Surveying that are not listed in the Tertiary Course Guide supplemented with any required further studies or experience to make up course content.

d) Degrees from tertiary education institutes for courses in Allied Disciplines(Architecture, Building, Engineering, Cost Engineering, Economics, Land Economy, Management or similar) together with any required further studies or recognized practical experience to make up course content.


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5.5.1

AFFILIATE MEMBERSHIPMEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out in General Conditions Clause 1.01: Definitions

5.1.1 Definitions

5.1.2 GeneralAffiliate membership is intended for: Technician members who have gained the required Practical Experience defined in 5.1.5. persons with Approved Academic Qualifications currently unable to complete the Assessment of Professional Competence (no time limit applies in this grade) Non-Quantity Surveying Graduates working as Quantity Surveyors. persons with diploma level qualifications and with significant Practical Experience and Approved Employment as defined hereafter. Candidates under the age of 26 will not normally be considered for this grade of membership but exceptions may be made if the Chapter Council considers that a level of Practical Experience over the basic requirement can be demonstrated.

5.1.3 Prerequisites Be a Technician member with not less than five years Practical Experience in Approved Employment. Be engaged in the practice of Quantity Surveying AND Be a Non-Quantity Surveying degree holder with not less than three years Practical Experience in Approved Employment OR Hold a Diploma in Quantity Surveying or Allied Discipline and have not less than five years Practical Experience in Approved Employment.

5.1.4 Approved EmploymentApproved Employment for Affiliate Membership (unless otherwise noted) shall mean employment in an enterprise engaged in quantity surveying, surveying, architecture, engineering, building, valuation, project management or land economics where the candidate is under the supervision of a Corporate Member of this Institute or of a Recognised Institute of Quantity Surveyors. An exception may be granted for supervision by a corporate member of an Allied Discipline. Approved Employment requirements including supervision will only be recognised if taking place in the ten years prior to submission of application.

5.1.5 Practical ExperiencePractical experience means a significant level of experience in one of the AIQS core competency groups, a broad range of experience over other core competency groups and an understanding of Asset Financial Management, Specialist Management and Support Competencies. A candidate for this grade need not be exclusively engaged in the following activities but should have a significant understanding of: Design cost advice, cost planning and cost engineering Contract documentation and procurement Contract Administration

5.1.6 NominationApplicants for Affiliate Membership shall be proposed by: a Corporate member in Good Standing of the Institute, or a Corporate member in good standing of a Recognised Institute of Quantity Surveyors, or a member of academic staff of a recognised education institute listed in the Tertiary Course Guide.AIQS CONDITIONS OF MEMBERSHIP PAGE 14

5.1.7 AdmissionApplicants for Affiliate membership who are not Technician members shall pay a nonrefundable Application Fee with their application. No application will be considered until the Application fee is received. Upon acceptance of the application the applicant shall be so advised and a notice issued for the first annual subscription. Upon payment of the first annual subscription he/she shall become a member.

5.1.8 Benefits may use post-nominal initials "AIQS (Affil.)" may attend and speak at any meeting of the Institute may serve as committee member eligible to apply for Retired Membership on retirement may receive all other benefits e.g discount schemes, publications etc.

5.1.9 RestrictionsAffiliate Members may not vote at Annual, Special, Ordinary or General Meetings of the Institute or Chapter. Affiliate Members are precluded from holding the office of President, Vice President, Treasurer, Secretary or Councillor of the Institute or a Chapter. Affiliate members may not nominate candidates for any grade.

5.1.10 Reinstated MembershipAffiliate Members who become Lapsed Members due to failure to pay annual subscription shall be entitled to apply for reinstatement. Immediate reinstatement with continuity of membership shall apply on payment of a Reinstatement Fee and arrears of membership fees of up to a maximum of five years. Alternatively the member may submit a new application for membership together with the application fee and become a member from date of election. All applications shall be accompanied by a brief personal statement giving details of employment, responsibilities, further qualifications obtained etc.

5.1.11 AdvancementAffiliate members considering applying for advancement to Corporate (Associate) grade should closely study the requirements of Section 6 and 7 of these Conditions. Particularly it should be noted that the requirements for Practical Experience, Approved Employment etc for Affiliate membership are different to those for Associate membership. Affiliate members may advance to Corporate (Associate) grade provided they can demonstrate Approved Academic Qualifications (as defined), Recognised Practical Experience, Approved Employment and completing the Assessment of Professional Competence requirements.


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5.2

APPLICATION GUIDELINES FOR AFFILIATE MEMBERSHIPThe Institute Council has set down the following guidelines for applicants for Affiliate membership. These guidelines amplify the requirement contained in the Membership Requirements but do not supersede or take precedence over those requirements.

5.2.1 Generally

5.2.2 ApplicationCandidates shall complete the application form including details of relevant academic qualifications. The application must be signed by an approved person who is a corporate member of the AIQS or a corporate member of an AIQS recognised professional institution or a member of academic staff of a AIQS recognised education institute. Applications will not be processed unless accompanied by the following separate documents etc: a) Copies of certificates verifying qualifications and/or membership.b) c)

Schedule of recognised practical experience. (Refer Clause 5.2.4(a)) Details of approved employment, including letter from employer. (Refer Clause 5.2.5) Statement of experience. (Refer Clause 5.2.4 (b)) Details of Approved Supervision including names and qualification of Supervisors and periods of approved supervision. An organisational structure may be required to show the line responsibilities between the Candidate and the Supervisor and letters of confirmation from the supervisor (Refer Clause 5.2.6) A non-refundable Application Fee for applications from other than Technician member applicants.

d) e)

f)

5.2.3 Application CategoriesApplications can be submitted under one of the following categories: a) Existing Technician member with five years Recognised Practical Experience. b) Approved academic qualifications. Not less than 3 years recognised practical experience in approved employment. Approved academic qualification for Affiliate entry constitutes: 3 or 4 year Degree or Diploma in a relevant discipline eg. Quantity Surveying, Architecture, Building, Engineering, Cost Engineering, Economics, Land Economy, Management. c) Diploma. Not less than 5 years recognised practical experience in approved employment Diploma for Affiliate entry constitutes: Diploma in an allied discipline eg Quantity Surveying, Architecture, Building, Engineering, Cost Engineering, Economics, Land Economy, Management.

5.2.4 Practical ExperienceRecognised practical experience means a significant level of experience in one of the AIQS core competency groups listed hereafter and a broad range of experience over other listed core competency groups and an understanding of listed Specialist Support Competencies. Details of recognised practical experience to be provided shall comprise: a) A schedule covering the required 3/5 year period giving: Names of Employers. Projects separately itemized with name, type and indicative cost. Details of the activities on each project for which the candidate was responsible.


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b) A Statement shall be provided indicating the experience activity in which the Candidate has significant experience with substantive detail. More than one activity can be included. Candidates are referred to the Competency Standards for Quantity Surveyors, Construction Economists and Cost Engineers for details of the competencies (experience) on which the AIQS practical experience requirements are based. The following abbreviated listing of the three core competency groups is provided for guidance only and does not override the competency standards. (i) Design Cost Advice, Cost Planning and Cost Engineering Unit 1 Strategic Planning Unit 2 Budgetary Process Unit 3 Cost Estimating Unit 4 Cost Planning Preparation of economic and financial analyses for the life of a construction project. Establishment of project budget and budget reporting systems. Preparation of cost reports. Preparation and use of cost analyses. Preparation of estimates based on sketch plan and/or detailed design. Preparation and use of detailed budgets and cost plans to effectively manage the costs of the project during the development stages. Calculation of projected cash flows.

(ii) Contract Documentation and Procurement Unit 5 General Procurement Advice. Unit 6 Quantification, Measurement and Documentation Unit 7 Tendering Process Provision of advice on project delivery systems and tender conditions Understanding of standard forms of contract Preparation of Bills of Quantities, knowledge of methods of measurement, quantity checks, preparation of addenda etc. Evaluation of tenders Contractual advice on letting sub-contracts, material purchase orders etc. Generation of contractual correspondence.

(iii) Post Contract Services including:Unit 8 Account Management Unit 9 Change Management Cost management, giving cost advice during the progress of the works estimating the total cost during the progress of the works reporting on the financial effects of problems or changes arising during the progress of the works. Preparation of valuation for interim certificates, recommendation of progress claims and reporting on all matters in connection. Agreement and settlement of final accounts. Evaluation negotiation and reporting on cost claims and variations.

In addition to the above, candidates knowledge and experience of any of the following specialist and support competencies will be taken into account in assessing Practical Experience:Unit 10 Claims and Dispute Resolution Unit 11 Financial Audit Unit 12 - Resource Analysis Unit 21 - Feasibility Studies Unit 22 - Life Cycle Cost Analysis Unit 13 - Computer Services Unit 14 Construction Technology Unit 15 - Government Regulation and lawAIQS CONDITIONS OF MEMBERSHIP PAGE 17

5.2.5 Approved Employment The candidate must have been in approved employment during the ten years prior to submission of application. The candidate is required to substantiate that the necessary recognised practical experience has been gained in approved employment being an organization engaged in quantity surveying, architecture, building, engineering, cost engineering, economics, land economy or management. Substantiation shall be provided in written form from the employer giving details of the organization and its activities. Letters of appointment or references upon termination will not be considered for approval purposes apart from the period of employment.

5.2.6 Approved SupervisionThe candidate is required to substantiate that the required recognised practical experience has been gained under an approved supervisor who directly supervises the candidate within the same organisation. The supervisor must be a corporate member of the AIQS or a corporate member of an AIQS Recognised Institute of Quantity Surveyors (eg RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS). Exceptions may be granted by Chapter Council or the Overseas Section for supervision by a corporate member of an Allied Discipline who directly supervises the candidate within the same organization. Exceptions will only be considered if the candidate submits a written statement from the proposed Supervisor outlining their own background training and experience in Quantity Surveying and stating that the candidate has been supervised in activities related to Quantity Surveying. The recognised practical experience period under approved supervision shall have been gained in the ten years prior to submission of application.

5.2.7 OtherChapters/OSS Committee reserve the right to contact candidates, or conduct brief interviews to substantiate or explain information provided.


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6. ASSOCIATE MEMBERSHIP: Standard Entry Route6.1 MEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out below or if not listed those in General Conditions Clause 1.1: Definitions Approved Academic Qualifications (unless otherwise noted) shall mean: Degrees from tertiary education institutes for accredited courses recognized by the Institute and listed in the Tertiary Course Guide. Degrees from tertiary education institutes for accredited courses approved by Recognised Institutes of Quantity Surveyors.

6.1.1 Definitions

Approved Employment (unless otherwise noted) shall mean full time salaried employment whilst obtaining recognized practical experience as necessary to complete the Assessment of Professional Competence. Approved employment shall take place under Approved Supervision. Approved Supervision (unless otherwise noted) shall mean direct supervision within an organization by a corporate member of the Institute or a corporate member of a Recognised Institute of Quantity Surveyors. Assessment of Professional Competence (APC) means a period of recognized practical experience additional to time spent in gaining Approved Academic Qualifications (unless otherwise noted) during which a diary and logbook or work experience is kept leading to a panel interview to discuss the work experience gained. Competencies or Competency Standards mean Competency Standards for Quantity Surveyors, Construction Economists and Cost Engineers published by the Institute. Quantity Surveying means the science or profession concerned with: building and engineering economics financial, resource and contractual management dispute resolution quantification of material and labour inputs.


Recognised Practical Experience unless otherwise noted means the gaining of experience of required Competencies or Competency groups during a period of Approved Employment under Approved Supervision. Reasonably Balanced Experience means the gaining of a broad range of experience in the Competencies and specific experience in two of the three competency/experience groupings as set out and some knowledge of support competencies and specialist areas. Supervisor (unless otherwise noted) shall mean a Quantity Surveyor who is a corporate member of the Institute or a corporate member of a Recognised Institute of Quantity Surveyors who directly supervises a candidate within the same organisation.


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Tertiary Course Guide means the Tertiary Course Guide published annually by the Institute setting out details of University and TAFE Courses accredited or recognised by the Institute.

6.1.2 GenerallyAssociate Membership is provided for applicants who are either: a) Institute Members who have Approved Academic Qualifications and who have undertaken and satisfactorily completed the standard Assessment of Professional Competence process b) Expert and experienced Quantity Surveyors who by reason of advanced knowledge or competence can demonstrate superior proficiency in Quantity Surveying and who hold a position of Management Responsibility. Such applicants shall complete a modified Assessment of Professional Competence process. The above entry routes are hereafter referred to as the Standard Entry Route and the Specialist Entry Route. Requirements for the Specialist Entry Route are covered in Section 7 of these Conditions.

6.1.3 PrerequisitesAll applicants shall: Be engaged in the practice or teaching of Quantity Surveying Possess Approved Academic Qualifications Hold a professional position of responsibility Have received practical training in Quantity Surveying under Approved Supervision Be able to demonstrate practical experience in two of the following areas: - Design cost advice, cost planning and cost engineering - Contract documentation and procurement - Contract administration Have gained experience on a variety of project types Have passed the Assessment of Professional Competence Be a person of good character Demonstrate a willingness to take part in Institute affairs Once elected undertake to fulfill such Continuing Professional Development requirements that the Institute shall require.

All applicants using the standard entry route shall: Be a Student, Probationer or Affiliate for not less than two years immediately preceding application for Corporate membership OR Be a Corporate member in good standing of a Recognised Institute of Quantity Surveyors and a Probationer of this Institute for not less than one year immediately preceding application for Corporate membership

6.1.4 Assessment of Professional CompetenceThe Institute places a high level of importance on the need for applicants for Associate Membership to demonstrate a satisfactory level of experience in practical Quantity Surveying. The purpose of the Assessment of Professional Competence (APC) process is to set requirements for the gaining of the required experience, to monitor candidates progress in gaining that experience during employment and to confirm by way of a structured interview that candidates have the level of professional experience expected of a properly qualified Quantity Surveyor in day to day dealings with consultants, contractors, clients and the like. Prior to commencing the APC candidates will have completed theoretical studies and become a member of the Institute in a non-corporate membership category. During the period of the APC candidates are expected to add to their theoretical knowledge and gain a broad range of experience and understanding of practical Quantity Surveying. The range of subject matter for the APC is taken from the Institutes Competency Standards for Quantity Surveyors, Construction Economists and Cost Engineers.AIQS CONDITIONS OF MEMBERSHIP PAGE 20

The Diary/Log that candidates are required to keep is monitored on a regular basis to check that candidates are acquiring a suitable balance of experience. The APC process finishes with a panel interview during which candidates are required to demonstrate their experience and Professional Knowledge. The interview is not intended as an examination but candidates are expected to show confidence in their abilities and commercial awareness of what is involved in being a Quantity Surveyor.

6.1.5 Assessment of Professional Competence RequirementsAPC processes FOR Standard Entry Route applicants shall be as outlined in Section 6.2 : Assessment of Professional Competence Guidelines for APC processes. Applicants shall have a minimum of two years Recognised Practical Experience and have completed APC requirements comprising: Being in Approved Employment under Approved Supervision Keeping a Diary/Log book for a minimum period of 24 months (unless otherwise noted). Submission of Diary/Log for inspection at six monthly intervals. Undertaken a panel interview to review work experience and knowledge of the profession.

Persons who have not obtained Approved Academic Qualifications shall not commence keeping a Diary/Log without written approval of a Chapter Council or the Overseas Section Committee. Applicants will only be considered eligible for a panel interview if after 24 months or such other period as defined, their diary/log shows a satisfactory balance of experience and is not deficient in any way. Failure to comply with any of the requirement, of the APC Guidelines and Rules may lead to the period of assessment being extended. Should an applicant fail the interview three times they will not be allowed a further interview.

6.1.6 NominationApplicants for Associate Membership under the Standard Entry Route shall be proposed by: a Corporate member in Good Standing of the Institute OR a member of the Chapter Council dealing with the nomination if so requested.

6.1.7 Benefits may use post-nominal initials "AAIQS may attend and vote at any meeting of the Institute may serve as committee member and hold any office. eligible to apply for Retired Membership on retirement may receive all other benefits e.g. discount schemes, publications etc.

6.1.8 Reinstated MembershipAssociate Members who become Lapsed Members due to failure to pay annual subscription shall be entitled to apply for reinstatement. Immediate reinstatement with continuity of membership shall apply on payment of a Reinstatement Fee and arrears of membership fees of up to a maximum of a maximum of five years. Alternatively the member may submit a new application for membership together with a non-refundable application fee. Such application will be considered by Chapter Council with exemption from APC requirement. All applications shall be accompanied by a brief personal statement giving details of employment, responsibilities, further qualifications obtained etc.

6.1.9 AdvancementMay advance to Fellow upon fulfillment of all the requirements for that grade.


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6.2

ASSESSMENT OF PROFESSIONAL COMPETENCE GUIDELINESThe Institute Council has set down the following guidelines and rules for Assessment of Professional Competence. These guidelines amplify the requirement contained in the Conditions of Membership but do not supersede or take precedence over those requirements.

6.2.1 Generally

6.2.2 Assessment ProcessThe Assessment of Professional Competence comprises: enrolment as a Student or Probationer member and acceptance by the AIQS; a review of two years approved work experience in specific areas, unless otherwise exempt; periodic reviews of the applicants diary/log of work experience; and an interview with an Australian or an Overseas panel to discuss the applicants work experience and knowledge of the profession.

Applicants from outside Australia shall whenever possible undertake the Assessment of Professional Competence in their country of residence. Candidates may apply to the AIQS for a preliminary opinion on the suitability of their proposed employment and arrangements for obtaining experience. If the AIQS is not satisfied with the arrangements which candidates propose, the AIQS may grant recognition for a limited period, subject to candidates obtaining wider experience elsewhere at a later date.

6.2.3 Eligibility for EnrolmentThe prerequisites to enrolment for the Assessment of Professional Competence are detailed in Clause 4.1.2. Candidates will not be permitted to commence their required period of approved work experience unless they have enrolled in the AIQS as: a Student member as defined in Clause 6.2.7. a Probationer member. an Affiliate member.

The following candidates should enroll as Probationers: Holders of degrees from tertiary education institutes for accredited courses approved by the Institute in accordance with standards and procedures published and listed in the Tertiary Course Guide published by the Institute Holders of degrees from tertiary education institutes for accredited courses approved by Recognised Institutes of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS)

Candidates must continue to hold one of the above classes of membership throughout the prescribed period of approved work experience towards their Assessment of Professional Competence. The two year requirement for assessment is reduced to one year for candidates who are corporate members of a Recognised Institute of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS). It should be noted, however, that their previous two years of approved work experience will be taken into account and the one year period shall commence from the date when they become a Probationer member of the Institute.


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6.2.4 Professional Competence RequirementThe AIQS requires candidates to obtain a broad range of experience in and knowledge of the quantity surveying profession. The Competency Standards for Quantity Surveyors, Construction Economists and Cost Engineers, as published by the Australian Institute of Quantity Surveyors, details both core and specialist units of competency together with the appropriate performance criteria required. AIQS assessors realise that the range and duration of experience available to candidates depends on their area of employment, workload and position. Where special circumstances appear to the candidate or their employer to have adversely affected the candidates opportunity to obtain reasonably balanced experience, the assessors will consider any written statement which the candidates employer may wish to make in explanation of the particular circumstances, together with their proposals to overcome the deficiency. Ideally, the candidate should receive an overall experience in all areas of Quantity Surveying/Construction Economics but it is accepted by the AIQS that this may not be possible. Candidates will need to satisfy the AIQS that they have received adequate experience in the three defined areas of competence and the three Core Units of the Support Competencies and a reasonably balanced experience in the Core Units of Project Cost Management, and be able to demonstrate knowledge of the Competencies listed as Specialisations. Such experience may be gained in professional or commercial organisations, engaged in building, civil engineering, building engineering services, mechanical and electrical work, process plant, mining, shipbuilding and similar activities. NOTE: Adequate experience in this context means that candidates must satisfy the AIQS that they are competent to the level outlined in the Performance Criteria and have gained experience working on a variety of types of projects.

6.2.5 Demonstrated Areas of Competence

Candidates are referred to the Competency Standards for details of the various competencies, elements and performance standards that make up the experience requirement for the Assessment of Professional Competence. Candidates are required to show Reasonably Balanced Experience in at least two of the three groups listed below. Candidates recording more than half of their time in any one of the groups would not generally be seen as having demonstrated the balance of experience required. Experience areas and related Competency Standard Units are as follows: a) Design cost advice, cost planning and cost engineering Strategic Planning refer Unit 1 Cost Management including:Budgetary Process refer Unit 2 Cost Estimating refer Unit 3 Cost Planning refer Unit 4 b) Contract documentation and procurement Procurement including General Procurement Advice refer Unit 5 Quantification, Measurement and Documentation refer Unit 6 Tendering Process refer to Unit 7 c) Post contract services Contract administration including:Account Management refer Unit 8 Change Management refer Unit 9


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In addition to the above candidates may elect to include in the Diary/Log in the Specialisations section time spent working on matters covered by Competency Standards other than those listed above provided such time does not constitute more than 10% (ten percent) of total time. Time spent on these specialisations will be recognised by the Interview Panel during the Specialist Knowledge part of the Interview. Specialisations under this category comprise:Claims and Dispute Resolution Unit 10 Financial Audit Unit 11 Resource Analysis Unit 12 Feasibility Studies Unit 21 Life Cycle Cost Analyses Unit 22 Tax Depreciation Unit 23 Project Value Management Unit 28 Other Specialist Units included in the Competency Standards would not normally be expected to be carried out during the APC process. If experience is gained in these other competencies then they can be added to the log/diary. (Refer Units 16, 17, 18, 19, 20, 24, 25, 26, 27, 29, 30, 31.) When entering the Nature of Work carried out in the Diary/Log candidates are required to enter the Element code reference to coincide with the Competency Standards.

6.2.6 Professional KnowledgeCandidates must be able to demonstrate knowledge and understanding of the following:a) AIQS Code of Professional Conduct b) The calculation of fees and charges for Quantity Surveying and Allied Discipline services and Conditions of Engagement for Consultants c) Support Competencies as listed in the Competency Standards comprising:Computer Services Unit 13 Construction Technology Unit 14 Government Regulation and Law Unit 15 d) Specialisations as listed in Clause 6.2.5 above with reference to the Competency Standards including:Claims and Dispute Resolution Unit 10 Financial Audit Unit 11 Resource analysis Unit 12 Feasibility Studies Unit 21 Life Cycle Cost Analysis Unit 22 Tax Depreciation Unit 23 Project Value Management Unit 28

6.2.7 Work Experience ArrangementsCandidates should familiarise themselves with, and advise their employers or potential employers of the requirements of becoming a Corporate Member of the AIQS. This is to ensure candidates receive the necessary work experience to pass the Assessment. It will also oblige employers to ensure a proper balance of experience is made available. The AIQS must be satisfied that a candidates range of potential experience and the ratio of candidates to supervisors employed in the applicants work area are suitable. Changes in employment When candidates change their employment they must immediately inform the AIQS of their altered arrangements. Prescribed period of work experience All candidates (unless exempted) must achieve a period of work experience to satisfy the AIQS.AIQS CONDITIONS OF MEMBERSHIP PAGE 24

The two years period of approved work experience applies to: persons who have obtained Approved Academic Qualifications commencing from the completion date of their course of study; Students undertaking a course having a course length of five years or more and leading to Approved Academic Qualifications who enter into employment approved by the AIQS during the last two years of courses undertaken; and who have written approval from a Chapter Council. Probationers commencing from date of entry to that grade. Work experience may be obtained from: Professional Consultants The office of a corporate member of the AIQS or a corporate member of an AIQS Recognised Institute of Quantity Surveyors who the AIQS Council considers upholds sufficiently high professional and technical standards. Government Departments, Local Authorities, Statutory Undertakings The office of a quantity surveyor, architect or engineer where the candidate is: employed in a separate and properly organised quantity surveying/construction economics department; and under the supervision of a corporate member of the AIQS or a corporate member of an AIQS Recognised Institute of Quantity Surveyors and who the AIQS Council considers upholds sufficiently high professional and technical standards. Builders and Contractors A firm where the candidate is: employed in a separate and properly organised quantity surveying or construction economics or estimating or measuring department; and under the supervision of a corporate member of AIQS or a corporate member of an AIQS Recognised Institute of Quantity Surveyors and who the AIQS Council considers upholds sufficiently high professional and technical standards. Other Commercial Undertakings Enterprises are considered on their merits in the light of the extent to which they can provide candidates with the Recognised Practical Experience.

Supervisors The work experience of a candidate must be supervised by a person who: is a corporate member of the Institute or of a Recognised Institute of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS); and the Council considers upholds a sufficiently high standard of professionalism and supervision. Is resident in the same country as the candidate. Is a member of a properly structured quantity surveying section within the candidates work place. Supervision of candidates may be by either: a Corporate member in Good Standing of the Institute, or a Corporate member in Good Standing of a Recognised Institute of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS).


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Supervisors Duties Prior to commencing the Diary/Log part of the APC process candidates shall ensure that their Supervisor has a proper understanding of the Institutes requirements and the Supervisors role in ensuring that the candidate receives the range of experience required of the candidate. Details of relevant documentation such as APC guidelines, Competency Standards and Diary/Log processes shall be made available to the Supervisor. The Supervisors role is: To sign off Diary pages on a monthly basis To sign off the Analysis sheet every three months To monitor the candidates progress every six months by reviewing the experience being demonstrated by the Diary/Log and ensuring when possible that the required balance of experience is being achieved. To provide regular training, support, guidance and counseling in support of the Candidates professional development. Mentors Where candidates are unable to obtain approved supervision from within their normal workplace environment the Institute may allow supervision by a Mentor from outside the candidates workplace. Requirements for mentors comprise: a mentor shall be a corporate member of the Institute or of a Recognised Institute of Quantity Surveyors (RICS, SISV, ASAQS, ISM, HKIS, CIQS, IQSSL or NZIQS) and satisfy the requirements for supervisors. A mentors working background should be the same as the candidates eg professional office, contracting organization, etc. Full time lecturers shall not be eligible for appointment. A mentor shall not come from any organization (partnership or corporation) where any personal or commercial conflict of interest may or could exist with the organization employing the candidate. Candidates being supervised by a Mentor shall not commence the APC process until approval for the Mentor appointment has been finalised.

Refer to Section 6.3 for Guidelines for the Appointment of Mentors.

6.2.8 Work Experience Diary/LogEach candidate must maintain a work experience diary/log supplied by the AIQS, in accordance with the following requirements: Entries shall be recorded in days or fractions thereof. Entries in the diary must indicate: - the project type (eg: office, factory, school, plant, ship, mine, bridge, road, highway, tunnel, etc) - indicative value - description of the work carried out by the candidate. - element Code as set out in the Log section The candidate must also analyse the work carried out during every month (see log analysis). When a candidate moves from one employer to another, their diary/log must be continued in the usual way, and provide a clear indication on the appropriate page of the diary/log when the change took place. The diary must be signed by both the candidate and their supervisor at the end of every calendar month. The professional qualifications of the supervisor or mentor must be also shown in each candidates diary.


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Log analysis The log is an integral part of the diary provided by the AIQS. Its purpose is to enable each candidate to present an analysis of their professional experience in a chronological order based on entries in the diary. It will assist the assessors in determining the adequacy and balance of candidates professional experience. In addition, it will provide an easy reference to any particular aspect of the experience set out in the diary. Details must be drawn from the diary at the end of each month. The experience during that month must be analysed and entered in days or half days under the Competency Element reference and monthly heading of an analysis sheet. At the end of every three months, the analysis sheet must be signed by the candidate and their supervisor or mentor. In addition, the professional qualifications of the supervisor or mentor must be shown in each candidates log. Inspection of diary/log At the end of every six months of experience achieved, the candidate must submit the original diary/log to their local Chapter or Overseas Representative or Overseas Committee Review Panel for scrutiny and comment. (NB: Members should keep a copy). After inspection the diary/log will be returned, and any observations provided. All candidates will be advised of any major deficiencies in their experience and the form in which the remainder of their experience should then take. Failure to follow the Guidelines or observe the comments provided before the final assessment may result in the period of Assessment being extended.

6.2.9 Interview ProcessAt the end of the required work experience period, candidates will be required to attend an interview to discuss their work experience, knowledge and attributes. Following the results of the Assessment of Professional Competence interview candidates must submit an application for Associate membership. Interview format - the interview will be conducted in English and include: a review of the candidates work experience based on the candidates diary/log. questions/discussion on the candidates demonstrated work experience (Section 6.2.5 Demonstrated Areas of Competence). questions/discussion on the candidates professional knowledge (Section 6.2.6 Professional Knowledge). review of examples of work completed by the candidate during the period of work experience. Examples shall be submitted before the interview is held and can take the form of copies of measurements for estimates, cost plans, Bills of Quantities, contract variations etc., budgetary control or financial reports or examples of other works outlined in the Diary/Log. Interviews will not be conducted unless the required examples of work are received prior to the interview. Interview/Review Panels The Interview/Review Panel for candidates in Australia will consist wherever possible of three corporate members of the candidates local Chapter membership including: the Chapter President, or in his absence the Vice President or their deputies or delegates; and two other members of the Chapter who have attained a position of seniority in the profession.


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For candidates outside Australia, the Interview/Review Panel of local Corporate Members of the AIQS must be set up with the approval of the AIQS Overseas Section Committee. In the event that no such members are available, the AIQS Council or Executive will direct the composition and location of the Panel. In all cases the candidates past and present employers and/or supervisor must be excluded from the Interview /Review Panel.

6.2.10 Review of Unsuccessful CandidatesWhen candidates fail to satisfy the Interview/Review panel in one or more aspects of the Assessment of Professional Competence they shall be notified in writing of the reasons for the decision stating those aspects of the APC process where the candidate failed to satisfy the panel. The stated reasons shall include feedback on the candidates performance so as to assist the candidate to identify and rectify any weaknesses with a view to reapplying for assessment. Alternatively a member of the panel may elect to speak directly to the candidate to provide the feedback and possibly to monitor the candidates progress prior to a further interview. Candidates may be permitted to re-apply for assessment after six months. If however the candidates work experience was considered inadequate due to not being able to demonstrate competency to the level outlined in the performance criteria or experience working on a variety of projects the Institute may insist that they do not apply for assessment before a specified date. Such candidates shall continue to maintain their work experience diary/log for the additional period.

6.2.11 Interview Panel GuidelinesThe APC interview should aim to determine that applicants possess appropriate professional communication skills and behavior befitting an Associate of the Institute. The focus of the interview should be on allowing applicants to expand and illustrate the diversity of their experience (as summarised in their logbook) and in so doing confirm evidence of competence in the required areas: Candidates are required to demonstrate reasonably balanced experience and knowledge of two of the three experience groups set out in the log book and comprising:a) Design Cost advice, cost planning and cost engineering Strategic Planning refer Unit 1 Cost Management including:Budgetary Process refer Unit 2 Cost Estimating refer Unit 3 Cost Planning refer Unit 4 Preparation of economic and financial analyses for the life of a construction project. Establishment of project budget and budget reporting systems Preparation of cost reports Preparation and use of cost analyses Preparation of estimates based on sketch plan and/or detailed design. Preparation and use of detailed budgets and cost plans to effectively manage the costs of the project during the development stages. Calculation of projected cash flows. b) Contract Documentation and Procurement General Procurement Advice refer Unit 5 Quantification, Measurement and Documentation refer Unit 6 Tendering Process refer Unit 7 Provision of advice on project delivery systems and tender conditions Understanding of standard forms of contract Preparation of Bills of Quantities, knowledge of methods of measurement, quantity checks, preparation of addenda etc. Evaluation of tenders Contractual advice on letting sub-contracts, material purchase orders etc. Generation of contractual correspondence.


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c) Post contract services Contract administration including:Account Management refer Unit 8 Change Management refer Unit 9 Cost management giving cost advice during the progress of the works estimating the total cost during the progress of the works reporting on the financial effects of problems or changes arising during the progress of the works. Preparation of valuations for interim certificates, recommendation of progress claims and reporting on all matters in connection. Agreement and settlement of final accounts Evaluation negotiation and reporting on cost claims and variations

Candidates are in addition required to demonstrate knowledge and understanding of the various competencies etc listed in Clause 6.2.6 Profession Knowledge and comprising:a) AIQS Code of Professional Conduct b) The calculation of professional fees and charges with particular reference to the AIQS Reference Scale of Professional Charges and Conditions of Engagement. c) Support Competencies as listed in the Competency Standards comprising: Computer Services (Unit 13) including the use of Computers to input and access information relating to the full range of Quantity Surveying applications. Construction Technology (Unit 14) including construction processes, building materials, principals of construction etc. Government Regulation and Law (Unit 15) including standards and codes relating to construction. d) Specialisations as listed in Clause 6.2.5 above with reference to the Competency Standards including: Claims and Dispute Resolution (Unit 10) including processes for the evaluation of and settlement of contractual claims. Financial Audit (Unit 11) including audit procedures in relationship to design documentation, compliance issues and project delivery. Resource analysis (Unit 12) including analysis of resource requirements, productivity and resource productivity. Feasibility Studies (Unit 21) including the viability of a project over its expected life, property economics issues etc. Life Cycle Cost analysis (Unit 22) covering the total cost of ownership over the whole life of a property asset. Tax Depreciation (Unit 23) including basic principals and methods used in the calculation of appropriate tax depreciation write offs. Project Value Management (Unit 28) including understanding of Value Management procedures and the role of the Quantity Surveyor in Value Management focus sessions. It should be noted that the APC interview is a confirmation that the candidate can demonstrate experience indicated in the Diary/Log and can sufficiently demonstrate the Professional Knowledge requirements.


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6.3

GUIDELINES FOR THE APPOINTMENT OF MENTORSThe Institute Council has set down the following guidelines for the appointment of Mentors for APC candidates who are unable to obtain approved supervision from within their normal workplace environment.

6.3.1 Generally

6.3.2 PrerequisitesA mentor shall be a corporate member of a Recognised Institute of Quantity Surveyors and satisfy the requirements for supervisors set out in the APC Guidelines. AIQS office holders of the Institute or Chapter or officials of the Overseas Section may be eligible to be Mentors but not participate in an APC interview for those they mentor. A mentors working background should be the same as the candidates eg professional office, contracting organization etc. Full time lecturers shall not be eligible for appointment. A mentor shall not come from any organization (partnership or corporation) where any personal or commercial conflict of interest may or could exist with the organization employing the candidate. A mentor shall not be related to the candidate.

6.3.3 AppointmentResponsibility for appointment of a mentor shall be with the Chapter or, in the case of candidates outside Australia, with the Overseas Section Committee. Where the Overseas Section Committee has a designated overseas representative or committee in a particular country, the responsibility for appointment shall be with that representative or committee. A nominee for appointment as a mentor shall complete a Mentor Appointment Form agreeing to undertake the role. Mentors shall be given written notification of appointment after approval of the Mentor Appointment Form and the candidate similarly advised.

6.3.4 ResponsibilitiesCandidates may suggest a suitable person, but generally the finding and appointment of a mentor is the responsibility of the Chapter or Overseas Committee (where there is no representative or overseas representative) following written request from a candidate. Prospective Mentors shall familiarize themselves with the Assessment of Professional Competence Guidelines prior to completing the Mentor Appointment Form. Immediately following appointment a mentor shall liaise with the candidate and candidates employer to establish the suitability of the employment to provide the required level of recognised practical experience. The Chapter or Overseas Committee where there is no representative or overseas representative shall be notified if it is considered that the employer cannot provide the required level of recognized practical experience. Mentors shall provide regular counselling, guidance, progress monitoring to candidates and shall meet with the candidate at a minimum of once every two months. Mentors shall sign the Diary/Log book prior to each six monthly review. If the mentor considers a candidate is gaining insufficient variety of practical experience, the Chapter or Overseas Committee and representative shall be informed at the earliest possible time. Any such report whenever possible shall be submitted prior to the next logbook inspection.


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6.4

APPLICATION GUIDELINES FOR ASSOCIATE MEMBERSHIP For Standard Entry RouteThe Institute Council has set down the following guidelines for applicants for Associate membership. These guidelines amplify the requirements contained in the Conditions of Membership but do not supersede or take precedence over those requirements

6.4.1 Generally

6.4.2 ApplicationApplicants through the Standard Entry Route submitting their diary/log will automatically request a panel interview.

6.4.3 Application Prerequisite All applicants shall satisfy the requirements of clause 6.1.5 AND Standard Entry Route applicants shall have kept a diary/log for a minimum of 24 months and successfully undertaken a panel interview to review their work experience

6.4.4 SubscriptionIn addition to annual subscription adjusted to date of election, applicants who are members of the Institute shall pay a Transfer Fee.


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7. ASSOCIATE MEMBERSHIP: Specialist Entry Route7.1 MEMBERSHIP REQUIREMENTSTerms used hereafter and shown in italic script shall be deemed to have the meanings set out below or if not listed those in General Conditions Clause 1.1: Definitions Allied Discipline shall mean Architecture, Building, Engineering, Cost Engineering, Economics, Land Economy, Management or similar discipline. Approved Academic Qualifications (unless otherwise noted) shall mean: degrees from tertiary education institutes for accredited courses recognised by the Institute and listed in the Tertiary Course Guide. degrees from tertiary education institutes for accredited courses approved by Recognised Institutes of Quantity Surveyors.

7.1.1 Definitions

Approved Employment (unless otherwise noted) shall mean full time salaried employment whilst obtaining recognised practical experience as necessary to complete the Assessment of Professional Competence. Approved employment shall take place under Approved Supervision. Approved Supervision (unless otherwise noted) shall mean direct supervision within an organisation by a corporate member of the Institute or a corporate member of a Recognised Institute of Quantity Surveyors. Competencies or Competency Standards mean Competency Standards for Quantity Surveyors, Construction Economists and Cost Engineers published by the Institute. Degree means having undertaken theoretical study and been awarded a degree by an accepted educational body having undertaken the equivalent of a three year full time course. Diploma and Diploma course level means having undertaken theoretical study and been awarded a diploma in Quantity Surveying or in an allied discipline by an accepted educational body having completed the equivalent of a two year full time course. Management Responsibility (unless otherwise noted) shall mean leadership and direct supervision of staff members within a project team, setting up systems for the effective management of activities, managing all Quantity Surveying activities on smaller projects, controlling project outcomes, liaising with clients and the like. Non-Quantity Surveying Graduate shall mean a graduate in an Allied Discipline or a graduate of a Quantity Surveying course which is not accredited. Quantity Surveying means the science or profession concerned with: building and engineering economics financial, resource and contractual management dispute resolution quantification of material and labour inputs.



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Recognised Practical Experience unless otherwise noted means the gaining of experience of required Competencies or Competency groups during a period of Approved Employment under Approved Supervision. Tertiary Course Guide means the Tertiary Course Guide published annually by the Institute setting out details of University and TAFE Courses accredited or recognised by the Institute. Working Experience means working as a Quantity Surveyor in Quantity Surveying. Specialist Entry Route applicants are also referred to Section 6 Clauses 6.1.8, 6.19 and 6.2 as relevant.

7.1.2 GenerallyAssociate Membership is provided for applicants who are either: c) Institute Members who have Approved Academic Qualifications and who have undertaken and satisfactorily completed the standard Assessment of Professional Competence process d) Expert and experienced Quantity Surveyors who by reason of advanced knowledge or competence can demonstrate superior proficiency in Quantity Surveying and who hold a position of Management Responsibility. Such applicants shall complete a modified Assessment of Professional Competence process. The above entry routes are hereafter referred to as the Standard Entry Route and the Specialist Entry Route. Requirements for the Standard Entry Route are covered in Section 6 of these Conditions.

7.1.3 PrerequisitesAll applicants shall: Be engaged in the practice or teaching of Quantity Surveying Possess Approved Academic Qualifications Hold a professional position of responsibility Have received practical training in Quantity Surveying under Approved Supervision Be able to demonstrate practical experience in two of the following areas: - Design cost advice, cost planning and cost engineering - Contract documentation and procurement - Contract administration Have gained experience on a variety of project types Have passed the Assessment of Professional Competence Be a person of good character Demonstrate a willingness to take part in Institute affairs Once elected undertake to fulfill such Continuing Professional Development requirements that the Institute shall require.

Applicants wanting to enter under the Specialist Entry Route may make application using one of the following knowledge and competence categories. Application can be made under one category only: a) Academic Staff: Full-time academic staff engaged in the teaching of Quantity Surveying subjects provided they have obtained at least two years working experience as a Quantity Surveyor, including one years Recognised Practical Experience following graduation and who have a minimum of one years teaching experience. b) Expert Route: Holders of higher degrees in addition to graduate degrees from accredited courses who can demonstrate at least two years Recognised Practical Experience , a significant period of working experience at a senior level and a background in the core competencies. Applicants who have degrees from non accredited courses or degrees of an Allied Discipline who apply under this category may be required to undertake further studies in Quantity Surveying subjects.AIQS CONDITIONS OF MEMBERSHIP PAGE 33

c) Executive Entry Route: Persons whos admission to corporate membership would further the aims of the Institute and who are deemed suitable by way of education and attainment and who can demonstrate at least two years Recognised Practical Experience in addition to a significant period of working experience. An example would be a senior Quantity Surveyor running a practice with employees and able to demonstrate management experience both within and without that practice. d) Experienced Practitioner Route: Persons with Approved Academic Qualifications and more than eight years Recognised Practical Experience following graduation. e) Mature Practitioner Route: Persons who have attained the age of 40 years who have undertaken theoretical study in Quantity Surveying or an allied discipline equivalent to a two year full time diploma course level who have with more than six years Recognised Practical Experience in addition to significant working experience and who holds a position of management responsibility. Where a specific period of Recognised Practical Experience is required this must be gained in Approved Employment under Approved Supervision.

7.1.4 Assessment of Professional CompetenceThe Institute places a high level of importance on the need for applicants for Associate Membership to demonstrate a satisfactory level of experience in practical Quantity Surveying. The purpose of the Assessment of Professional Competence (APC) process is to set requirements for the gaining of the required experience, to monitor candidates progress in gaining that experience during employment and to confirm by way of a structured interview that candidates have the level of professional experience expected of a properly qualified Quantity Surveyor in day to day dealings with consultants, contractors, clients and the like. Suitably qualified applicants using the Specialist Entry Route are not required to undertake the APC process applicable for Standard Entry Route candidates as outlined under Section 6.2. They shall however undertake a revised APC process comprising: a. The Application: The Application requirements are as summarized and set out in Section 7.4. The requirements to provide specific information in the format outlined replaces the normal requirement to keep a Diary/Log. The Schedules to be submitted as part of the Application provide the opportunity for applicants to demonstrate their proficiency and experience and ability to qualify for this entry route. Applicants who cannot satisfy all requirements and particularly to demonstrate the required Recognised Practical Experience will not be deemed eligible to proceed to the Interview. b. The Interview: All candidat

conditions of m_'ship 2008 current

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