Engineering council of south


Evidence required of competent performance11



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7. Evidence required of competent performance11

Evidence of competent performance has two essential requirements: first, a capability to perform a number of defined actions must be demonstrated, and second, the performance must be at or exceed a specified level of demand. The defined actions are the outcomes and typifying actions that reflect acceptable performance are contained in the assessment criteria. The level is defined by a specification for the demands of the engineering activities and the nature of problem solving. In a professional field, evidence of competent performance is obtained from the competent performance of substantial engineering tasks by the person being assessed. Typical tasks provide evidence of several outcomes and assessment must be holistic.


While competence is specified by eleven outcomes to be demonstrated at a particular level, the applicant for registration must demonstrate integrated performance against outcomes. This reflects the reality that an engineering task or function is unlikely to require only one outcome, for example problem analysis seldom stands alone; it will require the use of knowledge, the analysis of impacts and must lead seamlessly into the solution phase.
Different engineering functions and activities will have different mixes of demand. An applicant for registration is expected to provide evidence of working at the required level of problem-solving in engineering activities at the specified level of demand as part of the application for registration.
The applicant for registration must document this evidence for the registration applications and must undergo documentary interactive assessment by engineering professionals who judge the demonstrated competency against the defined standards.
Details of evidence required to demonstrate outcomes achieved are specified in the R-03-series.

8. A candidacy programme12

A candidacy programme is a framework for employers to plan and execute training towards registration in a professional category. A candidacy programme is one means of implementing a Commitment and Undertaking.


A candidacy programme has the following components:


  • The Candidate is employed in a candidacy programme by the employer who will provide the training and experience. The objective of the programme is for the Candidate to become registered with ECSA in the appropriate category.

  • The competency standards generated by ECSA are used as workplace standards. They define the exit level outcomes of the training programme; the employer must define the process to build up competence to the required level. The employer must make specific reference to the workplace standards in its workplace skills plan. In addition, context-specific training guides generated by the sector may be used. These must not conflict with the generic competencies but rather provide amplification in the particular work context.

  • If not already registered, the trainee should register in the appropriate Candidate category with ECSA as early as possible in the training period.

  • The employer provides a supervisors internal to the company and a mentor who should preferably be internal but may be external. While supervisor and mentor may change from time to time, employers must ensure continuity of supervision and mentoring.

  • Structured work experience is provided by the employer to the Candidate. This work is managed using a standard format training record. The Candidate’s progress is assessed on an ongoing basis by Supervisors and Mentors, also using the training record for documentation.

  • When the Candidate is considered to be ready for registration, he or she applies to ECSA for registration. Evidence of competence is provided as required by ECSA, including the training record. The assessment of competence is performed by ECSA.

  • Success in attaining registration is considered to be evidence of the quality of the training programme. The workplace learning programme is not subject to formal quality assurance.


9. A Commitment & undertaking13

An organisation committing to structure their Candidates’ training and experience in a candidacy programme undertakes to:




  • Ensure that the engineering graduates register as Candidates in the appropriate categories.

  • Provide structured training and experience against ECSA competencies standards as defined in R-02-series as well as discipline specific training guidelines defined in R-05-series.

  • Provide a variety of engineering activities over the period (rotate where necessary).

  • Ensure that the Candidates’ level of responsibility increase over time.

  • Allocate Supervisors per engineering task to take responsibility for the work in terms of section 18(4) of “The Act”.

  • Appoint internal or external Mentors (preferably for the duration of the candidacy programme to ensure continuity).

  • Provide Mentors with ECSA’s Training and Mentoring Guidelines (R-04-series).

  • Ensure that the Candidates document evidence of planning, working, recording, reporting & assessment per developmental phase, using the standard “Training and Experience Report” for interim reporting.

  • Provide supplementary training as required.

  • Assess the Candidates’ progress on an ongoing basis by Supervisors and Mentors.

  • Maintain an up to date register of Mentors and Candidates.

  • Advise ECSA of changes in Mentors and provide the name(s) of any replacement(s).

  • Support and encourage Mentors to equip themselves to be effective Mentors, as and where required.

  • Create the opportunity and an environment conducive to effective liaison between Candidates and their Mentors.







10. Good Practise: Deliverables




Deliverables

Evidence required


CATEROGY 1: “Due diligence requirements”

  1. Set up

Signed commitment & undertaking with ECSA

Appointed mentors (internal or external)

Allocated supervisors

An adequately resourced environment

A variety of engineering tasks allocate to candidates

Learning materials/guidelines etc.

An induction programme to candidates, mentors & supervisors


  1. Project management & administration

Arrange supplementary training

Arrange rotation or secondment & secondments

Coordinate mentors & supervisors

Track progress and collate evidence

Address problems

Pay annual council/bodies fees



CATEGORY 2: “Learners completing a substantial part of the training”

  1. Planning

A Training Plan showing project activities and competencies to be developed. This should be updated at least twice a year.

  1. Reporting

At least 3 interim Training and Experience Report (TERs) per year. This should be written up prior to each mentor review.

  1. Assessing

Progress reviews/assessment of outcomes achieved should be conducted by the mentor at least three times per annum but preferably on a quarterly basis. Mentors should report on progress and recommend further activities to update the training plan in item 3.

  1. Supplementary training

Courses: certificates/ attendance registers/ exam results/ reports

CATEGORY 3: “Successful completion”

  1. Application to Council

Application submitted to ECSA

  1. Registration with Council

Registration number & Title

6 September 2014

Stakeholder Participation and Feedback


The Engineering Council of South Africa strives to develop standards, procedures and systems to advance the engineering profession in the interest of the people we serve. Our endeavour is to continually improve our documentation, and your input can be of great value to us. We invite candidates, applicants, mentors, referees, supervisors and other stakeholders to please enter any comment, suggestions, criticism, etc. in the space provided below, and submit to
Private Bag X 691 Waterview Corner, 1st Floor,

BRUMA 2026 2 Ernest Oppenheimer Avenue

Tel: (011) 607-9500 Bruma Lake Office Park

Fax: (011) 622-9295 BRUMA

Email: engineer@ecsa.co.za Johannesburg

Website: www.ecsa.co.za 2198


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6 September 2014



Index







Absence of full evidence

20(9.2), 40

Acquire user needs, legislation standards and resources to design

31(4.2)

Acronyms

45(Note)

Activities

35

Actual examples

19 (3.2), 37 (3.2)

Adopting new techniques

18 a), 35 a)

Advice sought

20 (7.2, 10.2), 39 (7.2), 40 (10.2)

Affected parties

18 h), 19 (6.2), 40 (6.2)

Affected parties, ethical problems

20 (8.1), 39 (8.1)

Agreement by client or supervisor

19 (2.2), 36 (2.2)

Alternative approaches or solutions

19 (2.1), 37 (2.1)

Alternative route

14 (A), 50 (3.3.2)

Analyse and investigate well-defined engineering problems

19 (Outcome 1), 36 (1)

Analyse qualification

56 (Figure 4)

Analysing designs

19 (2.2), 37 (2.1)

Analysis method

16, 17 (Nature of problem…), 36 (Outcome 1)

Analysis methodology used

32 (5.2)

Annual fees

15

Applicant’s development

22 (1.1)

Application and annual fees

5 (5), 8, 15 (5), 33, 48

Application for Candidate Engineering Technician

2

Application for Professional Engineering Technician

11

Apply method, skill or tool

31 (3.2)

Apply theory correctly

19 (3.2), 40 (3.2)

Applying NDip theory to justify decisions

20 (10.1), 40 (10.1),

Areas of practice

19, 37 (Outcome 3), 42

Assess method, skill or tool

31 (3.1)

Assessment Form

49 (3.3.1), 61

Assessment Process

45 (3), 49 (Figure 3)

Assessment results

62 (9), 63 (12)

Benchmark Qualification

14 (A)

Broadly defined

64 (Nomenclature)

Calculations, Ndip level theory

19 (3.2), 20 (10.1), 37 (3.2), 40 (10.1), 54 (4.5)

Candidacy Phase

34, 75

Candidacy programme

65

Candidate Engineering Technician, Application

2

Clarification

18 b), 19 (1.2), 36 b) and 1.2)

Client

19 (1.1), 20 (2.2), 36 (1.1), 37 (2.2), 53

Code of Conduct

20 (8.2), 39 (8.2)

Codes, procedures and standards

18 f) 36 f)

Codified knowledge

37 (Outcome 3 b))

Commitment and Undertaking (CU)

16, 17, 22 (1.8), 76

Communicate

19, 38 (Outcome 5, 6.2)

Competence extension and maintenance

20, 41 (Outcome 11)

Competence of a Professional Engineering Technician

25, 26, 27 (1), 34, 35 (2)

Competence, advice sought

20 (7.2, 10.2), 39 (7.2), 40 (10.2)

Competency Standards R-02-PN

25, 26, 27, 44 (1), 45 (2), 51 (4.1), 69 (5)

Competent performance

73 (7)

Comprehend and apply knowledge

19, 38 (Outcome 3)

Conflicting constraints

18 h), 36 h)

Consensus recommendation

50 (3.3.1)

Consequences

18 j) f), 20 (9.2), 36 j) f), 40 (9.2)

Consequences and risks

18 j) f), 35

Constraint by operational context

18 e), 35 e)

Controlling

38 (Outcome 5 d), 53 (4.5)

Correct application of NDip level theory

19 (3.2), 37 (3.2)

CPD

29, 55 (4.7)

Criteria

19, 20, 36, 37, 38, 39,40, 41

CU (Commitment and Undertaking)

16, 17, 22 (1.8), 76

Cultural impact

19, 38 (Outcome 6)

Curriculum analysis

55 (5.1)

Data entry

46 (Figure 2), 47 (3.2)

Decision making

20, 40 (Outcome 10)

Deferral

50 (3.3.1)

Define, investigate and analyse

19, 36 (Outcome 1)

Defined, familiar

18 d) c), 35 (c), 36 d)

Degree of responsibility

16, 17, 52 (Table 3)

Deliverable, good practise

77

Demonstration of Competence

35 (2)

Derive and analyse information

32 (5.3)

Design or develop

19, 37 (Outcome 2)

Designation of Work

18

Developing solution

16, 17

Development, professional

20, 41 (Outcome 11), 65 (1)

Discipline

16, 17, 54 (Table 4)

Discipline Specific Fields

54 (Table 4)

Discipline Specific Training Guide (DSTG)

18, 23 (2.1), 34, 35 (1), 51 (4.1)

E-17-P, Education Evaluation Policy

45 (Table 1)

Education and experience limitations

20 (10.2), 40 (10.2)

Education check

48 (3.2), 56 (Figure 4)

Education Evaluation Policy E-17-P

44 (Table 1)

Education evaluation process

57 (Figure 5)

Educational Development Report (EDR)

14 (A), 23 (3.1), 30, 48 (3.2), 50 (3.3.2)

Educational requirements

48 (3.2), 55 (5)

Effects of engineering activity

19, 38 (Outcome 6)

Employer philosophy towards development

20 (11.2), 41 (11.2)

Engineering activities

18, 19 (Outcome 4), 20 (Outcomes 7, 9, 10 and 11), 35, 38, 39, 40

Engineering brief

18

Engineering judgement

20, 40 (Outcome 9)

Engineering knowledge

54 (4.5)

Engineering materials, components, systems or processes

30 (1.2)

Engineering problems

19, 36 (Outcomes 1 and 2), 42, 54 (4.5)

Engineering Report (ER)

18, 23 (2.1), 54 (4.5)

Engineering responsibility

20, 40, (Outcome 10), 21, 22 (1.5), 23 (2.1), 54 (4.5)

Engineering standard procedures

19 (3.1), 37 (3.1)

Engineering standard systems

19 (3.1), 37 (3.1)

Engineering systems

18 e) f), 37 e) f)

Environmental impact

19, 38 (Outcome 6)

Established engineering practices

19 (3.1), 37 (3.1)

Ethical issues identified

20 (8.1), 39 (8.1)

Evaluate selected design

31 (4.4)

Evaluate situations in the absence of full evidence

20 (9.2), 40 (9.2)

Evaluation

20 (1.2), 36 (10.3), 40 (10.3)

Evaluation of solution

16, 17, 18 i)

Evaluators

50 (3.3.1)

Examples, actual

19 (3.2), 20 (3.2)

Experience and Training Outline

17, 22, 23, 53 (4.4.3), 54

Experience and Training Report

16, 22, 23, 52 (4.4), 53 (Table 4)

Experience and Training Summary

21, 22 (1.10), 48 (3.2), 51 (4.3), 53 (4.4)

Extended Experience Appraisal

45 (3), 50 (3.3.1)

Factors, interrelationship

20 (9.1), 40 (9.1)

Factors specific and technical

18 d), 35 d)

Feedback, stakeholder

78

Field, Discipline Specific

16, 17

Final solution

19 (2.2), 37 (2.2)

Foreseen work consequences

20 (9.2), 40 (9.2)

Forms and documents

51 (Table 2)

Formulate design problem and manage design process

31 (4.1)

Full evidence

20 (9.2), 40 (9.2)

Generated possible solutions

31 (2.2)

Good practise deliverables

77 (10)

Group educational assessment

64 (14)

Group experiential assessment

61 (6)

Health and Safety

20, 38 (Outcome 7)

Holistic evaluation

63 (Nomenclature 3)

Identify ethical issues

20 (8.1), 39 (8.1)

Ill-posed problem

42

Impact limited

18 d), 36 d)

Impact, social, cultural and environmental

19, 38 (Outcome 6)

Increasing levels of responsibility

68 (4)

Individual educational assessment

64 (13)

Individual experiential assessment

61 (5)

Information supplementation

18 g), 36 g)

Information to clarify

19 (1.2), 36 (1.2)

Initial Professional Development Report (IPD)

28, 29, 41 (11.1), 54

Instruction interpretation

19 (1.1), 36 (1.1)

Instructions

19 (5.2), 38 (5.2)

Integrated performance

42

Interacting disciplines

37

Interaction with stakeholders

16, 17, 54 (Table 4)

Interactions

18 d), 35 d)

Interfaces

18 i), 36 i)

Interpretation

19 (1.1), 36 (1.1)

Investigate and analyse well-defined engineering problems

19 (Outcome 1), 36 (1)

Judgement, engineering

18 i), 20 (9), 36 i), 40 (Outcome 9), 54 (4.5)

Jurisdictional knowledge

37

Justification of decisions

20 (10.1), 40 (10.1)

Knowledge and skills required to solve problems

31 (2.1)

Knowledge comprehended and applied

19, 37 (Outcome 3)

Legal and regulatory requirements

20, 39 (Outcome 7), 53 (4.5)

Level Descriptor, Well-defined engineering activities

18, 35 (2), 44

Levels of responsibility

6 (4)

Locally important risks

18 j), 36 j)

Major laws and regulations

20 (7.1), 38 (7.1)

Making decisions responsibly

20, 40 (Outcome 10)

Manage yourself, priorities, processes and resources

19 (4.1), 38 (4.1)

Management responsibilities

17, 19 (Outcome 4)

Matters outside ability

20 (10.2), 40 (10.2)

Mentor

15, 20, 32, 72, 75

Method of analysis

16, 17, 36 (Outcome 1)

Mitigating measures communicated

19 (6.2), 38 (6.2)

Mix of mathematical, natural science and engineering knowledge

30

More evidence

49 (3.3.1), 61, 64

Nature of problems addressed

16, 17, 54 (Table 4)

Nature of training or experience

16, 17, 54 (Table 4)

NDip Diploma in Engineering

2, 14 (A), 19 (Outcome 3), 20 (10.1), 22 (1.2), 23 (3.1), 30 (A.1)

NDip level engineering standard procedures

19 (3.1), 37 (3.1)

NDip level reasoning

19 (3.2), 37 (3.2)

NDip level theory calculations

19 (3.2), 20 (10.1), 37 (3.2), 40 (10.1), 54 (4.5)

Nomenclature

59

On-line, secure system

45 (3)

Operational context constraint

18 e), 35 e)

Organising

38 b), 54 (4.6)

Organogram

16, 17, 22 (1.7), 53 (Table 4)

Outcomes

19, 34, 42

Over-determined problem

42

Overview of the competency standards

69 (5)

Perform design task

31 (4.3)

Perform investigation

32 (5.1)

Performance, competent

73 ((7)

Planning

38 a), 54 (4.5)

Point of view, presentation

19 (5.1), 38 (5.1)

Policy on Registration R-01-P

14 (A), 44 (1), 45 (2), 53 (4.4.3)

Portfolio of Evidence

35 (1)

Practical engineering knowledge

18 i), 36 i)

Practice areas

18 b), 19 (Outcome 3), 35, 37, 39, 42

Prescribed or standardised

18 f), 36 f)

Present preferred solution

31 (2.3)

Presenting point of view

19 (5.1), 38 (5.1)

Procedures

19 (3.1), 37 (3.1)

Procedures, codes and standards

18 f), 36 f)

Process for Registration

44

Process Outline

45 (3), 49 (Figure 3)

Professional development

20 (Outcome 11), 41, 65 (1)

Professional Engineering Technician, Application

11

Professional Engineering Technician, Registration Process

44

Programme, candidacy

75 (8)

Project reports

55 (5.3)

Purpose of Standards

35 (1)

Qualifications

11 (2), 13, 14 (A), 55 (4.7), 61 (2)

Range statement

42

Reasoning, NDip level

19 (3.2), 37 (3.2)

Recognition of Educational Qualifications

14 (A)

Referees

12 (6), 14 (A), 15 (6), 24, 25, 27, 48 (3.2), 55 (4.6), 73

Refusal

50 (3.3.1)

Registration Committee

50 (3.3)

Registration Policy R-01-P

14 (A), 44 (1), 45 (2), 53 (4.4.3)

Registration Process, Candidate Engineering Technician

44, 66 (2)

Registration Process, Professional Engineering Technician

44

Registration system documents

43, 44

Regulatory and legal

20, 39 (Outcome 7)

Related theory

18 a), 36 a)

Reports

19 (5.1), 38 (5.1)

Resources

18 c), 35 c)

Responsibility

16, 17, 20 (Outcome 10), 21 (Last column), 22 (1.1, 1.2, 1.9), 34, 35 (2nd column), 40 (Outcome 10), 52 (Table 3, 4.4.1, 4.4.2), 54 (Table 4), 54 (4.5), 70 (6)

Responsible advice

20 (10.2), 40 (10.2)

Responsible for decisions made

20 (10.3), 40 (10.3)

Risk management

20 (7.2), 39 (7.2), 54 (4.5)

Risks locally important

18 f), 35 f), 40 (9a)

Role

16, 17, 22 (1.2), 23 (2.1), 70 (6)

Role in team

19 (4.2), 38 (4.2)

Social impact

19 (6.1), 38 (6.1)

Solution development and evaluation

16, 17

Solution of problems

19, 37 (Outcome 2)

Sound judgement in engineering

20, 40 (Outcome 9)

Sources of evidence

60

Specific knowledge

19, 37 (Outcome 3)

Specific technical factors

18 d), 35 d)

Stakeholder engagement

19 (6.2), 38 (6.2)

Stakeholder interaction

16, 17

Stakeholder participation

78

Standard procedures and systems, engineering

19 (3.1), 37 (3.1)

Standards, codes and procedures prescribed

18 f), 35 f)

Strategy to develop professionally

20 (11.1), 41 (11.1)

Sub-disciplines

35 (1)

Supervisor

16, 17, 19 (2.2), 20, 22 (1.10), 23 (2.1 and 3.1), 32, 36 (1.1), 37 (2.2), 40 (Note1), 53 Table 4), 71 (Table 2)

Syllabi

55 (5.2)

Synthesise

37 (Outcome 2)

Teamwork, role

19 (4.2), 37 (4.2)

Technical factors specific

18 d), 40 d)

Techniques

35 (2a), 37 (Outcome 2)

Techniques applied

18 a), 35 a)

Tertiary Engineering Qualifications (AR)

11 (2), 13, 14 (A), 55 (4.7)

Theory

19, 40 (Outcome 3)

Training and Experience Outline (TEO)

17, 22, 23,53 (4.4.3), 54

Training and Experience Report (TER)

16, 22, 23, 52 (4.4), 53 (Table 4)

Training and Experience Summary (TES)

21, 22 (1.10), 48 (3.2), 51 (4.3), 53 (4.4)

Training process

67 (3)

Uncertainty and risk

30 (1.3)

Understand and verify

19 (3.1), 36 (3.1)

Verify and understand

19 (3.1), 36 (3.1)

Weighing factors

62,63

Well-defined engineering activities

18, 25, 35, 38, 51 (4.1), 53 (4.5)

Well-defined engineering activities, level descriptor

18, 35 (2), 44

Well-defined engineering problems

18, 19 (Outcomes 1 and 2), 25, 30, 34, 36 (Outcome 1), 37 (Outcome2)

Well-defined engineering problems, analyse and investigate

19 (Outcome 1), 36 (1)

Work consequences foreseen

20 (9.2), 40 (9.2)

Work instruction

19 (5.2), 36 (5.2)

Working relationships

18 b), 35 b), 64 (Nomenclature)

Write a technical report

32 (5.4)







6 September 2014


1 Note: An applicant re-entering the system and choosing “Continue with my application” will be taken to the next piece of missing information.

2 R-04-series

3 Training is a process of learning specific practical knowledge, skills, attitudes and values under the direction of competent persons. Training may be supported by formal courses and other learning activities. The majority of training time is spent in engineering work. Experience is a process of gaining competence by active involvement in the work environment.

4 R-04-series

5 R-04-series

6 Activities include but are not limited to: design; planning; investigation and problem resolution; improvement of materials, components, systems or processes; implementation, manufacture or construction; engineering operations; maintenance; project management; research, development and commercialisation (R-08-series)

7 R-04-series

8 R-04-series

9 The level of engineering problems and activities are: Complex for Engineers; Broadly defined for technologists; Well-defined for technicians

10 R-04-series

11 R-04-series

12 R-01-series

13 R-01-series

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