HKIE Professional Assessment for Building Services ...

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0 HKIE Professional Assessment for Building Services Engineering Student Workbook for HKIE Appendix 7F

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HKIE Professional

Assessment for

Building Services

Engineering

Student Workbook for HKIE

Appendix 7F

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HKIE Professional

Assessment for

Aircraft Engineering

Student Workbook for HKIE

Authors

Johnny Chi Wing Fung

Terry Wai Ching Sung

Disclaimer. “Any opinions, findings, conclusions or recommendations expressed in this material/event (or by members of the project team) do not reflect the views of the Government of the Hong Kong Special Administrative Region, the Education Bureau, the Self-financing Post-secondary Education Fund Secretariat or any member in the relevant Sub-committee.” Copyright © 2020 or intellectual property right resulted from this funded project rest with the HKSAR Government who has the right of access and use if required.

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Acknowledgements

The work described in this book was funded by the Quality Enhancement Support Scheme (QESS)

under the Self-financing Post-secondary Education Fund, the Education Bureau of the Hong Kong

SAR Government, China (Project no. 07/QESS/2019). In addition, this resource was developed with

the support, expertise and guidance of a number of contributors.

Head of Organisation

Dr YAU Carrie

Project Coordinator

Ir Dr CHAN Wan Ching, Lawrence

Project Leader

Ir Dr NG Tsz Ho, Roger

Project Officer

Mr WONG Ying Yin, Alex

Project Members

Dr CHAN Cho Yin, Joe

Miss LEE Ching Wan, Fiona

Project Advisers

Prof LEUNG Cheung Shing, Sam (Retired)

Prof PUN Kwok Leung

Ir Dr WONG Ho Fai, Simon

Mr LO Chun Kong, Jack

Mr CHAN Fuk Cheung, Edward

Ms CHOY King Lam, Jacquelin

Dr TSOI Shiu Ping, Irene

Ms CHEUNG Sui Ping, Pansy

Mr CHUNG Kin Tim, Tim

Ms LAM Po Yee, Polly

Mr KUAN Yuk Kin, Piers

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Project Lectures

Mr CHAN Chi Hang, Alex

Mr CHOW Kevin Chi Tsun

Ir FUNG Chi Wing, Johnny

Ir IP Wai Hang, Patrick

Mr LEE Ying Choi, Yury

Mr SUNG Wai Ching, Terry

Ms TANG Suet Sze, Rebecca

Ms ZHANG Guo, Gloria

Project Evaluation Team

Team Leader

Ir Dr CHAN Wan Ching, Lawrence

Team Members

Ir CHEUNG Victor

Ir Prof LAM Cheuk Fung

Dr LAM C K, Ricky

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Contents

Workshop 1 Introduction to HKIE p.7

Workshop 2 Preparation of Submission p.15

Workshop 3 Competence p.23

Workshop 4 Reporting p.29

Workshop 5 Log Book p.43

Workshop 6 Interview Skills & Essay Writing p.52

Workshop 7 Reciprocal Route p.62

Workshop 8 Career Prospects p.66

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Aim

This workshop aims to provide the language skills required for communicating effectively and

confidently in professional contexts to engineering graduates who are expecting to sit their

Professional Assessment for Membership. It will ensure that they are given guidance on preparing

their pre-interview project presentation, interview, and know-how to demonstrate competence on the

Assessment Day.

Applicants should have sufficient technical knowledge and experience that satisfy the requirements

stated by HKIE, and they will be given more help in polishing their works to ensure achieving a

satisfactory level of performance while doing the assessments.

Learning outcomes

On completion of the workshop, students will be able to:

a. Effectively present their professional credentials for admission into the HKIE and respond to

queries during a mock interview;

b. Demonstrate capacity as a qualified Member of HKIE to explain the HKIE application process

and assessment components;

c. Analyze samples of the professional review reports and technical reports used for admission

into the HKIE and illustrate how to produce your own reports; and

d. Answer mock essay questions effectively.

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Workshop 1 Introduction to HKIE

1 Brief Introduction of being the member of HKIE

1.1 Member Statistics

Source: HKIE Report from Boards and Committees 2017 / 2018

1.2 Passing Rate

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Source: HKIE Report from Boards and Committees 2017 / 2018

1.3 Membership of Divisions/ Committees

Source: Report from Divisions and Other Committees 2017/2018

1.4 Registered Professional Engineer

In very general term:

HKIE + 1 Year HK Exp = Qualified to be RPE

Remarks:

1. Residence in Hong Kong

2. Applicants for registration who had obtained their professional qualification of the above

institutions (with the exception of the Institution of Civil Engineers) by mature route are

not considered as having acceptable qualification for registration.

3. For detailed information, please refer to Engineers Registration Board

1.5 Registered Energy Assessor

The Director may allow an application under section 4 if the Director is satisfied that the applicant-

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- is a registered professional engineer within the meaning of section 2(1) of the Engineers

Registration Ordinance (Cap. 409) and is registered in the electrical, mechanical,

environmental or building services discipline under that Ordinance;

- has had at least 2 years’ practical experience in engineering works relating to energy

efficiency in buildings acquired while being so registered;

- has the knowledge required for the performance of the duties and functions of a

registered energy assessor under the Ordinance; and

- is a fit and proper person to be registered;

the applicant-

- is a corporate member of the Hong Kong Institution of Engineers in the electrical,

mechanical, environmental or building services discipline, or has an equivalent

qualification recognized by the Institution as being of a standard not lower than that of a

corporate member of the Institution in any of those disciplines;

- has had at least 3 years’ practical experience in engineering works relating to energy

efficiency in buildings acquired while being such a member;

- has the knowledge required for the performance of the duties and functions of a

registered energy assessor under the Ordinance; and

- is a fit and proper person to be registered.

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2 Admission Requirement for the Building Services Discipline

Task 1 Brainstorm

Discuss with your partner, what kind of academic performance, training and experience may be

required for candidates who are applying for admission for the class of Member in the Building

Services Discipline of the HKIE?

Academic requirement Training/Experience Requirement

Candidates applying for admission to the class of Member in the Building Services

Discipline of the HKIE are required to have the following:

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1. Academic Requirement

The academic requirement for Member in the Building Services Discipline is:

an accredited Bachelor’s degree with honours in engineering or technology accredited by the

HKIE relevant to the Building Services Discipline (such as BEng(Hons) in Building Services

Engineering); or

an accredited Bachelor’s degree with honours in engineering or technology for other related

disciplines, plus “top up” by extra academic study or working experience as approved by the

Building Services Discipline Advisory Panel; or

other recognised honours degree level qualifications in engineering with “top up” by extra

academic study during the training period or working experiences as approved by the Building

Services Discipline Advisory Panel.

Other academic qualifications may be considered based on an individual assessment;

candidates are required to submit to the HKIE an application for assessment of academic

qualifications

2. Training/Experience Requirement

(i) Scheme “A” (HKIE Formal Training Route)

2 years ‘training in building services engineering + 2 years’ responsible experience.

(ii) General Experience Route

Candidates who have not undertaken pre-approved training will be required to have had a minimum

of six years working experience, post academic qualification.

Candidates who satisfy the above requirements will be accepted for Professional Assessment.

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3 Scheme A (HKIE Formal Training Route)

Task 2 Brainstorm

Certain local companies can offer Scheme ‘’A” Graduate Training in Competence-based Format.

Can you name some of the companies?

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List of Companies Approved to Offer Building Services Scheme "A" Graduate Training in

Competence-based Format (for Training Start Date on or after 1 April 2019)

- Able Engineering Company Limited

- AECOM Asia Company Ltd.

- Airport Authority Hong Kong

- ATAL Building Services Engineering Limited

- Aurecon Hong Kong Limited

- Benchmark Consulting Engineers Ltd

- Build King Construction Limited

- BYME Engineering (Hong Kong) Ltd.

- China State Construction Engineering (HK) Ltd.

- Chun Lee Engineering Co., Ltd.

- Chun Wo Construction & Engineering Co. Ltd.

- CLPe Solutions Limited

- CR Construction Co. Ltd.

- E Man Construction Co. Ltd.

- E&M Services Dept – HKSAR

- Equinix Hong Kong Ltd.

- Far East Consulting Engineers Ltd.

- Gammon Construction Limited

- Hip Hing Construction Co Ltd

- J. Roger Preston Limited

- Jacobs China Limited

- Krueger Engineering (Asia) Ltd.

- Leighton Contractors (Asia) Ltd.

- Majestic Engineering Company Limited

- Meinhardt (M&E) Ltd

- MGM Grand Paradise Limited

- Mott MacDonald Hong Kong Ltd.

- MTR Corporation Limited

- New World Construction Company Limited

- NV5 Limited

- P&T (M&E) Ltd

- Raising Engineering Limited

- REC Engineering Company Limited

- Sanfield (Management) Limited

- Shinryo (HK) Ltd.

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- Shun Hing Engineering Contracting Co. Ltd.

- SilverTech E&M Engineering Co. Ltd

- Skyforce Engineering Limited

- SOCAM Development Limited

- Sun Fook Kong Construction Limited

- Telemax Environmental & Energy Management Limited

- The Jardine Engineering Corporation, Ltd.

- TYS Limited

- Wellhope Design Consulting Limited

- Winston Air Conditioning & Engineering (HK) Co., Ltd

- Wong & Ouyang (Building Services) Ltd.

- WSP (Asia) Limited

- Young's Engineering Company Limited

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Workshop 2 Preparation of Submission

1.Application Form

The following items are included in the application form.

Section A Personal Details

Section B Academic Qualifications

Section C Professional Qualifications

Section D Formal Training

Section E Professional Experience

Section F Current Organization Tree

Section G Attestation by supporters

***In Section G, application should provide information of two supporters. Details are as below.

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Task 1

Do you think it is important or meaningful to provide the information of two referees for the

candidate?

2. Routes to Membership

2.1 Definition of a Professional Engineer

Task 2 Discussion

Discuss within your group. What makes a Professional Engineer? What kind of skills/ competencies

are needed to be a Profession Engineer?

You have 5 minutes for discussion and share with the whole class after the discussion.

The following definition of a professional engineer used by the Conference of

Engineering Societies of Western Europe and the United States of America (EUSEC)

was adopted by the HKIE for the class of Member.

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“A professional engineer is competent by virtue of his fundamental education and training to apply the scientific method and outlook to the analysis and solution of engineering problems. He is able to assume personal responsibility for the development and application of engineering science and knowledge, notably in research, designing, construction, manufacturing, superintending, managing and in the education of other engineers. His work is predominantly intellectual and varied, and not of a routine mental or physical character. It requires the exercise of original thought and judgement and the ability to supervise the technical and administrative work of others.

His education will have been such as to make him capable of closely and continuously following progress in his branch of engineering science by consulting newly published works on a world-wide basis, assimilating such information and applying it independently. He is thus placed in a position to make contributions to the development of engineering science or its applications.

His education and training will have been such that he will have acquired a broad and general appreciation of the engineering sciences as well as a thorough insight into the special features of his own branch of engineering. In due time he will be able to give authoritative technical advice and to assume responsibility for the direction of important tasks in his branch.”

The following competences (in four broad areas, namely Applying Engineering Knowledge, Developing Technical Solutions, Managing Engineering Work and Upkeeping Professional Acumen) set the standard expected for engineers seeking professional recognition as Corporate Members by undertaking a competence-based assessment administered by the HKIE. In addition to the twelve elements of the competence standard, written communication skills are required.

1. Comprehend and apply knowledge of accepted principles underpinning widely applied good practice for professional engineering;

2. Comprehend and apply knowledge of accepted principles underpinning good practice for professional engineering that is specific to Hong Kong;

3. Define, investigate and analyse complex engineering problems in accordance with good practice for professional engineering;

4. Design or develop solutions to complex engineering problems in accordance with good practice for professional engineering;

5. Be responsible for making decisions on part or all of one or more complex engineering activities;

6. Manage part or all of one or more complex engineering activities in accordance with good engineering management practice;

7. Identify, assess and manage engineering risk;

8. Conduct engineering activities to an ethical stand as prescribed by the HKIE;

9. Recognise the reasonably foreseeable social, cultural, health, safety, sustainability and environmental effects of professional engineering activities generally;

10. 10. Communicate clearly with other engineers and others that he or she is likely to deal with in the course of his or her professional engineering activities;

11. Maintain the currency of his or her professional engineering knowledge and skills;

12. Exercise sound professional engineering judgement.

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The Document of The HKIE Competence Standard for Professional Engineers (Corporate Members)

including Competences and Performance Indicators provides more details on the above competence

standard.

2.2 Training

Training is an essential element in the development of a professional engineer. It is a period of

integrating theoretical knowledge learned in an academic environment with practical skills in real life

in industry, and allowing trainees to achieve this integration with practice.

The training aims at developing trainees with the qualities of a professional engineer required in the

areas of Applying Engineering Knowledge, Developing Technical Solutions, Managing Engineering

Work and Upkeeping Professional Acumen. This approach is designed to ensure that young

professional engineers can undertake engineering projects with proper regard for the technical,

economic, financial, environmental, and social factors involved when they progress in their career

development.

Training is intended to be “hands-on” and “learn by experience”. It is based on the belief that this

period is a natural progression in a trainee’s professional development by putting theory into practice,

and enhancing previous academic studies through the learning opportunities provided by real-life

activities.

Training experiences should be relevant to the trainee’s discipline and at the right level.

Trainees are considered to learn best when they are practically and personally involved in their

prescribed training activities. Real work helps ensure that the training experiences are relevant and

that the trainees quickly become an active part of the production process within the company or

organization. Therefore, there should always be a careful balance between commercial interests and

training needs.

Candidates’ training should emphasize that although their academic knowledge, industrial training

and experience may enable them to work as professional engineers, their future development will

demand further study and experience to keep abreast of technological innovations. This Continuing

Professional Development (CPD) will help ensure that they will be able to keep abreast of and apply

new developments and techniques in other branches of technology, science, economics and

sociology to their particular engineering specialty, or in management. In this respect, they will also

need to take advantage of the CPD activities.

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At the end of the training period, candidates must be capable of accepting, under guidance,

professional responsibility in their particular branch of engineering.

2.3 Continuing Professional Requirement and Guidelines

1. Introduction

Continuing Professional Development (CPD) is an ongoing necessity in the ever-changing

technological world. Practising professional engineers should aim to remain competent throughout

their careers so that they can properly carry out their various duties. Engineers need to take

opportunities to update their depth and breadth of knowledge and expertise, and develop the

personal qualities required to fulfil their roles in industry and society.

2. The HKIE CPD Definition

CPD is a systematic maintenance, improvement and broadening of relevant knowledge and skills,

and the development of these qualities necessary for successful carrying out of professional duties

throughout an engineer’s career. It aims at enhancing individual worth and thus corporate

performance. CPD applies to both Corporate Members and to engineers in the pre-Corporate

Member stage.

3. General Scope of CPD

CPD covers matters of direct technical relevance as well as broader studies that are important to

the HKIE Members to further their careers. These include professional ethics, communication,

environmental matters, financial management, leadership skills, legal aspects, marketing, and

occupational safety and health.

4. General Format of CPD

The format of CPD activities includes, but not limited to, participating in and organizing courses,

lectures, seminars/symposia, conferences, presentations, workshops, industrial attachments and

visits, e-learning and professional activities. These may be provided by the HKIE, the engineering

profession, and a variety of other organizations.

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5 CPD Requirements

The HKIE specifies a minimum CPD requirement for those at the pre-Corporate Member stage

and also at the Corporate Member stage. The CPD record will be taken into account when

considering any application for Fellowship.

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2.4 Professional Assessment

1. Introduction

Professional Assessment is a process of assessing the extent to which candidates for the Class

of Member meet the admission requirements set out in Section 3 above, and to ascertain the

quality of their technical and responsible experience in their branch of engineering. An interview

and a writing assessment are the two major parts of the Professional Assessment.

2. Report on Training and Experience

It should be concise, between 1,600 and 2,000 words, in English, typewritten on single sides of A4

paper and submitted in duplicate.

3. Interview

The interview will last for about 45 minutes. For both normal and mature candidates, Assessors

will aim to satisfy themselves that candidates have spent sufficient time on suitable work and self-

reflection on the training/work experience. Both Assessors may question candidates to ascertain

how far they have taken advantage of the opportunities provided during their training and

experience. They will question candidates to ensure that all the competences set out in the HKIE

Competence Standard for Professional Engineers (Corporate Members) are achieved so as to

satisfy a recommendation for election to Membership.

Except Reciprocal Recognition Agreement Route, Mature Route and Associate Membership

Route, candidates via other routes to Membership in all Disciplines will be required to give a

mandatory 15-minute presentation of their project submitted for Professional Assessment before

the interview. The objective is to test the candidate’s presentation skill as a professional engineer.

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All candidates for Professional Assessment should also refer to any additional requirements for a

particular Discipline.

4. Essay

Candidates will receive a choice of two topics relating to their experience, or the broader issues of

engineer in community. They may seek clarification of the topics within the first 15 minutes. Two

hours are allowed for this task. The essay should be approximately 1,600 words. An essay of less

than 1,000 words is not likely to pass. The candidate should be able to present his/her

understanding on a subject and/or present a logical argument on an engineering topic specified by

the Assessors.

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Workshop 3 Competence

1. Individual Competence Requirement

Task 1 Group Discussion

Discuss within your group and list out as many competencies as impossible. You have 5 minutes.

Competence 1

Competence 2

Competence 3

Competence 4

Competence 5

……….

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- Competence 1 (C1): Comprehend and apply knowledge of accepted principles underpinning

widely applied good practice for professional engineering

- Competence 2 (C2): Comprehend and apply knowledge of accepted principles underpinning

good practice for professional engineering that is specific to Hong Kong*

- Competence 3 (C3): Define, investigate and analyze complex engineering problems in

accordance with good practice for professional engineering

- Competence 4 (C4): Design or develop solutions to complex engineering problems in

accordance with good practice for professional engineering

- Competence 5 (C5): Be responsible for making decisions on part or all of one or more complex

engineering activities

- Competence 6 (C6): Manage part or all of one or more complex engineering activities in

accordance with good engineering management practice

- Competence 7 (C7): Identify, assess and manage engineering risk

- Competence 8 (C8): Conduct engineering activities to an ethical standard prescribed by the

HKIE

- Competence 9 (C9): Recognise the reasonably foreseeable social, cultural, health, safety,

sustainability and environmental effects of professional engineering activities generally

- Competence 10 (C10): Communicate clearly with other engineers and others that he or she is

likely to deal with in the course of his or her professional engineering activities

- Competence 11 (C11): Maintain the currency of his or her professional engineering knowledge

and skills

- Competence 12 (C12): Exercise sound professional engineering judgement

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Written communication skills

In addition to the twelve competences mentioned above, written communication skills are a required

ability so as to communicate effectively with others in the course of engineering activities.

- Generic English communication skills refer to the clarity of argument, logical presentation

and accuracy. The candidate must be able to demonstrate an ability to write concise and

grammatically correct English with proper presentation relevant to the intended readers.

- Technical communication skills refer to the candidate’s knowledge and the relevance of

the ideas expressed. The candidate must be able to demonstrate a reasonable depth and

breadth of knowledge in the subject area

Task 2 Case 1

Tips: Competence 3(C3): Define, investigate and analyze complex engineering

problems in accordance with good practice for professional engineering

a. Identify and understand the scope of the problem

b. look into relevant information in detail using quantitative and qualitative techniques

c. verify the correctness of results

d. conduct any necessary research and reach substantiated conclusions

Story:

John is a building services engineer and is applying for membership at HKIE. He recalls one of his

pieces of work for a project.

A large scale commercial centre where the client complains the Chilled Water flow are unevenly

distributed between different buildings. John and his senior were responsible to propose for possible

improvement methods:

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John Senior

- Received complain from client

Conduct a water flow measurement to

analyse the flow pattern among

buildings

Carry out site inspection to check the

actual site condition

Assign John to work on the Chilled Water Flow

measurement

Assign other staff for other aspects

Analyse the data collected and propose

a few possible improvement methods

Select the most suitable solution and present to the

client.

Draft the recommendation report

Check and endorse the recommendation report

If you were John, how would you summary the work for Competence 3?

Sample A: (poor)

Based on the background information from client, I helped my senior to work out the flow analysis

report. From the data collected I summarized the flow performance of the chilled water system. I then

helped to propose a few solutions for my senior to select and discuss with the client. Finally, I helped

to draft the proposal for future upgrading.

Sample B: (good)

The client has my company to provide technical proposal for the chilled water system. 16 multi-meters

were installed inside the chilled water return tunnel and the inlet to the chiller units, measuring the

CHWR & CHWS Temperature, Chilled Water Flow Rate and Chilled Water Pressure. Data were

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collected twice in summer and winter on a 5min interval and last for 2 weeks in each data-logging

period. From the ocean of data collected, it was confirmed that the chilled water was in general flowing

according to the design condition. At the same time, problems were also identified and would require

the clients to take measure to rectify the situation. A few recommendations were given to my

supervisor for presentation to the client. Afterwards I prepared the final report for my supervisor

approval and submission to the client.

Task 3

Suppose you were the senior of John. Which individual competencies could be linked to him in this

particular assignment?

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Task 4 Revision

What are the 12 individual competency requirements? List them by writing down the key words

below.

C1

C2

C3

C4

C5

C6

C7

C8

C9

C10

C11

C12

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Workshop 4 Reporting

Sample Experience Report

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Engineering Practice Report Application for

Member of Hong Kong Institution of Engineers

Applicant Details: Candidate Name: Signature:

Date:

Qualifications:

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Technical Training and Experience Report

Personal Information

Name :

Age :

Email :

Tel / Fax :

Description and Content

This report details the relevant industrial technical training and working experiences I gained from the

building services industry in Hong Kong since 2007. They are presented in topics listed below:

1. Introduction ------------------------------------------------------------------------------

P.1

2. Summary of Career Episode -----------------------------------------------------------

P.2

3. Key Projects ----------------------------------------------------------------------------- P.7 i. MVAC Improvement Project for SSS ii. Proposal for improvement of MVAC System at CCC iii. MVAC System Upgrade at BBB iv. Chiller Replacement Project at AAA v. Chilled Water Flow Analysis for XXX

4. Current and Past Organization Charts ------------------------------------------------

P.12

5. Conclusion -------------------------------------------------------------------------------

P.14

6. Appendix

Technical Training and Experience Report

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1. Introduction

Devoted in joining the building services industry, I joined The ABC Engineering Co.,

Ltd. as services technician trainee in May-2007. My duty was to carry out routine and

emergency maintenance services on Security Alarm, CCTV and Access Control

System for luxurious flats and boutique. After 2 years I was also responsible for

preparing quotations, designing system for new clients, as well as to overlook some

key accounts.

In May-2011 I completed my Bachelor's Degree in Building Services Engineering at

the City University of Hong Kong. July-2011 I joined XXX Corporation, Limited as

Management Trainee and undergo HKIE Scheme 'A' Training (Engineering Graduate

Training Scheme 'A'). During the training period, I supervised a few projects including

Wash Pipe Upgrading Project at WWW Depot, AHU Replacement at ZZZ, etc. The

projects did not only improve my technical knowledge but also provided me the insight

of what actual project management should be.

Upon completion of my training I was promoted to the position of Engineer in July 2013.

When I was required to start bidding contract and to manage them on my own and with

my subordinates. It was also the beginning of my partnership with some key customers

including BBB, KKK Company, XXX, etc. From July-13 to Aug-15 I have been involved

in more than 10 contracts which covered almost all types of MVAC System, including

Split-type A/C, VRV, CRAC Units, AHU & PAU, Chillers and Cooling Tower, etc. The

projects experience strengthened my knowledge, expanded my vision, polished my

management skill and enriched my library for problem solving techniques.

This experience report summarizes the aforesaid experience and is submitted to HKIE

for fulfilling the requirements of professional assessment in the Building Services

Discipline.

Technical Training and Experience Report

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2. Career Episode

The table below listed projects handled in my career, with basic description on job duty:

Date Project & Job Description

May 07 - May 11

Luxurious Boutiques:- Maintenance Contracts

Contract Sum: N/A Scope: Elect / ELV

Role: Services Technician Duty: To execute routine maintenance contract and to attend emergency services

May 09 - May 11

Luxurious Boutiques:- Designing Security System

Contract Sum: N/A Scope: Elect / ELV

Role: Services Technician Duty: Give suggestions on how to design the security system in a way that is secure, neat, easy to use and maintain

Dec 11 - Dec 11

29/F, YYY Plaza:- FS System Upgrade

Contract Sum: N/A Scope: FS

Role: Site Supervisor Duty: To monitor the work progress on alternation of the sprinkler system

Jan 12 - Feb 12

PPP Data Centre:- BMS Installation

Architect:- Studio One Design Limited

Contract Sum: $4M Scope: Elect / ELV

Role: Site Supervisor Duty: To arrange for materials delivery, attend progress meeting and to keep good record of all documents

Mar 12 - Apr 12

AAA Underground Seawater Pump House:- Replacement of Seawater Pump

Contract Sum: $7M Scope: MVAC / Elect

Role: Site Supervisor Duty: To monitor the installation progress and analysis the variation between design & actual performance

Jun 12 - Sep 12

WWW Depot:- Wash Pipe Replacement at Train Wash Plants

Contract Sum: $1.2M Scope: PD

Role: Project Engineer & Site Supervisor Duty: To design the arrangement of wash pipes, attend project meeting and to supervise installation works on site

Nov 12 - Dec 12

PPP Residential Development Project:- Design of PD System

Consultant: OOO (Building Services) Ltd

Contract Sum: N/A Scope: PD

Role: Assisting Engineer Duty: To design the PD System for the development (under secondment)

Jan 13 - Jul 15 LLL Plaza:- Consultancy Services for Energy Efficiency Project

Client’s Representative: Jones Lang LaSalle, IP, Inc.

Technical Training and Experience Report

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Contract Sum: $20K Scope: Elect

Role: Project Engineer Duty: Serve as consultant for the lighting improvement project. Work scope from preparation of tendering document to final submission to EEF

Jan 13 - Feb 13

32 & 38/F, WWW House:- AHU Replacement Project

Contract Sum: $0.8M Scope: MVAC / Elect

Role: Site Supervisor Duty: Monitor the site progress for replacement of AHUs

Mar 13 - May 13

17/F, WWW House:- AHU Replacement Project

Contract Sum: $1.2M Scope: MVAC / Elect

Role: Project Engineer Duty: To prepare all submissions, arrange for equipment delivery, monitor site progress and carry out T&C

Apr 13 - Jan 14

TKO Data Centre:- MVAC & PD Installation

Consultant: David SK Au & Associates Ltd.

Main Contractor: Wah Cheong Construction Co., Ltd

Contract Sum: $12M Scope: MVAC / PD

Role: Project Engineer Duty: To issue, reply to and keep record of site documents, arrange T&C/ Inspection

Jul 13 - Apr 14 CCC Home:- Proposal for upgrading MVAC System

Architect: Shin Design

Contract Sum: $1.1M Scope: MVAC / Elect

Role: Project Engineer Duty: To conduct site visits, attend meetings with client and prepare the proposal

Dec 13 - Apr 14

RRR Plaza:- Chiller Replacement Project

Contract Sum: $0.6M Scope: MVAC

Role: Project Engineer Duty: To prepare submissions, attend project meetings, monitor installation progress and arrange for T&C

Dec 13 - Apr 14

DDD Place:- Replacement of Split-type A/C

Contract Sum: $0.4M Scope: MVAC

Role: Project In-charge Duty: To design for the replacement, order and arrange for equipment delivery, monitor project progress and arrange for T&C

Technical Training and Experience Report

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Dec 13 - Jun 14 SSS Bank NNN Branch:- MVAC Improvement Project

Client’s Representative: JJJ, Inc.

Contract Sum: $1. 3M Scope: MVAC / Elect

Role: Project In-charge Duty: All the processes involved in a contract. Including bidding the tender, document submission, ordering equipment, supervise site-works, T&C and defects rectification

Dec 13 - Jun 14 XXX Hospital:- Chiller Replacement Project

Consultant: MMM Hong Kong Ltd

Architect: DDD Architect & Associates Ltd.

Contract Sum: $9.7M Scope: MVAC/Elect/ FS/ELV

Role: Project Engineer Duty: To prepare for submission to BD & FSD, rectify defects during design stage, attend project meeting and supervise site-works, T&C (partial), defects rectification

Sep 14 - Aug 15 HHH Station:- MVAC Improvement Works for Stage I Buildings

Contract Sum: $3.8M Scope: MVAC / Elect / ELV

Role: Project In-charge Duty: To bid and execute the project, including document submission, ordering equipment, supervise site-works and arrange for T&C (partial)

Nov 14 - Mar 15 HHH Station:- MVAC Improvement Works for Stage III Buildings

Contract Sum: $0.9M Scope: MVAC / Elect / ELV

Role: Project In-charge Duty: All the processes involved in a contract. Including bidding the tender, document submission, ordering equipment, supervise site-works, T&C and defects rectification

Feb 15 - May 15 27 & 38/F, WWW House:- AHU Replacement Project

Contract Sum: $1.9M Scope: MVAC / Elect

Role: Project In-charge Duty: All the processes involved in a contract. From bidding the tender, document submission, ordering equipment, supervise site-works, T&C and defects rectification

Technical Training and Experience Report

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Feb 15 - Aug 15

Hong Kong CCC:- Replacement of Cooling Tower

Client’s Representative: III Property Management Limited

Contract Sum: $2.1M Scope: MVAC/PD/Elect/ELV

Role: Project In-charge Duty: To bid and execute the project, including document submission, ordering equipment, attending project meeting and to supervise site-works

May 15 - Aug 15

CCC Plaza:- Fitting out works for MVAC & PD System

Consultant: WWW (Building Services) Ltd

Main Contractor: PPP Ltd

End User: Hong Kong SAR Government

Contract Sum: $40M Scope: MVAC/PD/Elect/ELV

Role: Project Engineer Duty: To carry out pre-installation Testing & Inspection, and to review all the documents before issuing to other parties

May 15 - Aug 15

HHH Station:- Upgrading of Intelligent FCUs in G.M. Building

Contract Sum: $0.8M Scope: MVAC / Elect / ELV

Role: Project In-charge Duty: To bid and prepare for project execution, including document submission, ordering equipment and arrange for delivery, arrange contractors and allocate manpower

Feb 15 - May 15

15/F, WWW House:- AHU & PAU Replacement Project

Contract Sum: $1.5M Scope: MVAC / Elect

Role: Project In-charge Duty: All the processes involved in a contract. Including bidding the tender, document submission, ordering equipment, supervise site-works and T&C (partial)

May 15 - Aug 15

HHH Station:- Upgrading of CRAC Units

Contract Sum: $3.2M Scope: MVAC / Elect

Role: Project In-charge Duty: To bid and prepare for project execution, including document submission, ordering equipment and arrange for delivery, arrange contractors and allocate manpower

Dec-15 - Mar-17

SSS Park:- Chilled Water Flow Analysis

Contract Sum: $0.8M Scope: MVAC

Role: Project In-charge Duty: To collect data of chilled water flow, analyze data and present to client any problems identified

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3. Key Projects

1. MVAC Improvement Project for SSS Bank NN Branch

Capacity: Project-in-Charge

Contract Period: Dec-13 to Jun 14

Contract Sum: $1.3M Scope of Works: MVAC/Elect/ELV

This is the first Project that I was completely in-charge of everything, from bidding the tender to closing the account. The scope of works of this project was to replace the existing VRV system by new one without affecting daily operation of the bank. The contract involved the installation of 2 sets of VRV Systems, including 2 outdoor units with 15 nos. indoor units. Works started early in Mar-2014 but did not ended until Jun-2014. The reason for such a long contract period was because works were allowed to be carried on every Saturday afternoon and Sunday and suspension of system in weekdays was not allowed. The milestone of the contract was to complete all the piping and electrical connections to the new indoor units before Easter of 2014. While changeover of the entire system was scheduled to be completed within the Easter holiday. In view of the tight schedule, site visits with client and contractor were carried for many times in the evening after the branch is closed and a master schedule was issued, which included works scheduled for every weekend in detail, area covered and permit we have to apply for. (Please refer to Appendix I for the Sample of Detailed Procedures) Other than the tight schedule, the main difficulties of this project came from the false ceiling, which was congested, messy and without sufficient points of access. We had to use a long time to identify our own wirings, and for some areas, I have to carry out the installation myself because no other workers can squeeze themselves into the spaces. Coordination with the landlord and users was another obstacle. The outdoor unit was installed at the carpark and cars were parked beside the system in the holiday, while the users would not leave the office even it is the time for us to work. Lots of negotiations were carried out for the project to be successfully completed. The contact was executed with enormous support from the client. Knowing that it was the first time I am executing a project on my own, the client not only helped in lots of coordination works, they also taught me lots of management technique and always gave suggestions to refine my set of document submission. Upon completion of this project, I developed my own document / material submission system, which afterwards was applied to all my contracts and received very positive comments from all the clients. (Please refer to Appendix II for the grouping and details of my Submission System)

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2. Proposal for improvement of MVAC System at CCC Home

Capacity: Project Engineer Contract Period: Jul-13 to Apr-14

Contract Sum: $1.1M Scope of Works: MVAC/Elect

In Summer 2013, a study for MVAC System of an elderly home at Kowloon has been carried out. The Elderly home has a Chiller System with 41nos. FCUs plus 8nos. Window Type/Split Type A/C for 45nos. of room. (Please refer to Appendix III for existing configuration) The reason for the study was that the office staff complained that the Chiller Units which was newly replaced frequently switched off by itself and would like to diagnose for the root cause. After several site visits, it was found that even in the hottest day in summer, most of the elderly (more than 80%) would not turn on the FCU inside their room because they were not feeling hot. The cooling load was therefore lower than the minimum designed load of the chiller unit (20% of Full Load). At the same time, we compare the cooling load of existing FCUs with value suggested by "ASHRAE Handbook 2011 - Chapter 8: Health-Care Facilities" and found that the original FCUs were oversized. Taking the behavior of users and characteristics of equipment into account, we proposed to decentralise the A/C System and install Heat-Recovery type split-type A/C for each room. (Please refer to Appendix IV for proposed layout and configurations) The advantages of this configuration is to allow for operation of individual A/C Units instead of having the entire A/C System On/Off at the same time. Another advantages are that the elderly can enjoy warm air in the winter. This features may be negligible for normal and healthy adults or youngsters, but elderly, with lower metabolic rate, may not be able to generate sufficient heat in winter to warm themselves. The heat-recovery type Split-type A/C can help to keep them warm in the cold winter and reduce the chance of getting a cold or suffer from related illness. Several site visits were carried out in Mar 2014 after the executive board approved the idea of decentralised A/C System. Detailed installation position, routing of new wiring, refrigeration pipe, as well as condensate drain pipe were finalized. The outdoor units shall be grouped onto the roof top and mounted on the parapet or located on the ground floor, by doing so, affection to the building structure was kept to minimum and on-site construction time can be shortened by mounting the outdoor units on off-site precast metal framework. Tender were then prepared and to our disappointment we were not awarded the contract. Still we assisted the appointed contractor by giving them our detailed proposal and installation suggestions. Positive feedbacks were received from the client, both on our attitude and the final performance after installation being completed.

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3. MVAC System Upgrade at BBB

Capacity: Project In-Charge Contract Period: Sep-14 to Aug-15

Contract Sum: $8.6M Scope of Works: MVAC/Elect/ELV

MVAC System Upgrade for BBB is a long-term business I developed for YYY. From Sep-14 to Aug-15 we were awarded 4 major contracts with lump sum more than HKD 8M, which covered Window Type A/C, Split-Type A/C, VRV System and CRAC Units. There were 6 major tenders in 2016 and I have prepared for JEC information to bid 3 of them before I resigned from the company in Jul-2015. The story of the business relationship can be dated back to 2013, when my foreman referred me to the client for some help on documents. Since then I started to prepare for them budgetary proposal, helped them to set-up the overhaul /replacement schedule and suggested appropriate equipment for replacement. There is a special requirement for A/C Units to be installed on the island: The outdoor units, or at least the condenser fin, have to be corrosion resistant. It was under that condition I proposed to them a special type of VRV Outdoor Unit which was with high efficiency, equipped with anti-corrosion condenser fins and could function individually even if the partnering one in series is malfunctioned. Working at BBB is a valuable experience not just because there were lots of experienced technicians and engineers, but how they emphases the importance of work safety. Being the Project In-charge, I had to pass an examination to be the competent person and must attend scaffolding course and attain my register electrical worker license before I can sign on the corresponding working permit. Within the Power Station, safety was considered to be of the highest priority instead of work progress or cost. Another important lesson learned at BBB was precise project management. The time allowed for work was very limited (less than 4.5 hours per day) due to numerous reasons and we cannot afford to waste a single second. Therefore, started from the very beginning I will draft the master programme (Please refer to Appendix V for master programme for installation of CRAC Units) and request my assistant to draft the daily schedule on weekly basis, with details of tasks to be completed by the end of the week. By doing so we can easily monitor the overall progress, modify the daily schedule for better efficiency, adjust the programme and estimate the impact in case there were special request from the client. As a review for my works on the island, I would say that working at BBB helped to strengthen my leadership, management skill and business planning technique. I am very proud that I developed a sustainable relationship between BBB and YYY, and was guaranteed to be on the contractor list for the coming few years. What is more, if nothing goes wrong, to allow for better preparation YYY will be the first to be approached before any tender being issued.

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4. Chiller Replacement Project at AAA

Capacity: Project Engineer Contract Period: Apr-14 to Aug-15

Contract Sum: $9.7M Scope of Works: MVAC/FS/Elect/ELV

The Chiller Replacement Project at AAA involved upgrading of 3 Air-cooled Chillers to new ones with 50% more cooling capacity, completed with new BMS System. As a result, the size of the Chillers is much larger than the original ones, new plant room has to be constructed and lots of government submissions required. I started to takeover this project after a colleague resigned in Apr-14. On the very first day I was told that the project is already running out of money with lots of equipment not yet procured. Since then many meetings were arranged with client, consultant and contractor in order to understand the actual project requirements and construction difficulties. After that I found that cost can be greatly reduced by rerouting the new chilled water pipe and by arranging delivery of major equipment and materials on the same day. The reason why my proposal could work was because the hospital demanded nothing but secure operation of the A/C system. We therefore have sufficient time to construct a new pair of Chilled Pipe without the need to relocate an existing Chiller Unit. (Please refer to Appendix VI for Proposed Plant Room Layout in tender document) At the same time, the client is generous enough to allocate space so that we could arrange major equipment and materials to arrive one day before scheduled hoisting. This could greatly reduce the number of dates we require hoisting services which charged us more than $30,000 per day. This Chiller Replacement project is remarkable for me not because of its difficulty. In terms of technical aspect this one is rather easy because it is not a very complicated system. What is difficult was the continuous modification of project scope and schedule due to daily changing requirements from the client. It is true that the client will pay for all the changes and helped a lot in covering the deficit. On the other hand, this seriously delayed the project completion day. The project was supposed to be completed by Fall-2014 but was not completed by Fall-2015. The Chiller Units were originally scheduled to be replaced in Summer-2014 but was then requested by the client to postpone to Fall-2014. The setting of BMS and LMCP were even delayed to Jun-2016. Another challenges were that the power supply from the neither the Normal or Emergency Supply was sufficient to operate 2 Chillers at the same time. We therefore installed 2 Manual Changeover Switch on the circuit such that each Supply circuit could be linked to 2 Chiller Units (Please refer to Appendix VII for schematic diagram). By doing so we could prevent relying too much on a single unit and provide a stand-by unit to each of the circuit.

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5. Chilled Water Flow Analysis for XXX

Capacity: Project In-Charge Contract Period: Dec-15 to Mar-17

Contract Sum: $0.8M Scope of Works: MVAC

After having the buildings in Phase III in operation in the XXX, complains were received from tenants on insufficient air-conditioning provision. The management office therefore employed YYY Corporation Limited to install metering devices to collect data of the chilled water flow pattern and I was appointed to do the analysis according to the data collected. 16 multi-meters were installed inside the chilled water return tunnel and the inlet to the chiller units, measuring the CHWR & CHWS Temperature, Chilled Water Flow Rate and Chilled Water Pressure. Data were collected twice in summer and winter. The data were collected on a 5min interval and last for 2 weeks in each data-logging period. The original plan was that different modes of operation will be tested during the data-logging period. But the plan was abandoned by the client because they could not afford to take any risk. Therefore, data collected in both summer and winter were of the same operating mode and can be compared directly. From the ocean of data collected, it was confirmed that the chilled water was in general flowing according to the design condition. The amount of chilled water supplied from the chilled water plant is also sufficient to fulfill the cooling requirement of the whole district. At the same time, problems were also identified and would require the clients to take measure to rectify the situation. Some of the major problems include: - Occurrence of by-passing of chilled water at end-users’ installations; - Insufficient flow at buildings furthest away from the chilled water plant due to poor

water balancing; - Negative flow was observed at the by-pass tunnel, leading to mixing up of supplied

and return chilled water; - Small temperature different at the chilled units due to low CHWR temperature, which

also cause frequent start/stop of chiller units; - Break-even point has shifted to phase III of the district. Suggestions were given to the client to enhance the situation, including: - Carry out water balancing among all buildings involved; - Close the valve in the existing by-pass tunnel and build a new one at Phase III; - Modification of BMS control logic and implement sequential start/stop to extend the

lifespan of the chiller units.

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5. Conclusion

In the past 10 year I have gained sufficient knowledge on building services engineering

as well as energy engineering. In the meanwhile, through the projects handled I have

overcome many challenges and demonstrated solid engineering management skill.

With all the knowledge and experience gained I believe I am capable to be a Corporate

Member of the Hong Kong Institution of Engineers.

Looking forward, I will continue to enrich my knowledge and exposure to different

building services systems through continuous professional development, and will keep

contributing to the engineering industry by promoting engineering to the public and

assist in events organized by HKIE.

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Workshop 5 Log Book

Sample of HKIE Log Book

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1. Training Record

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2. Monthly Report (Signed by Training Tutor)

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3. Quarterly Report

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Workshop 6 Interview Skills & Essay Writing

Task 1 Revision

Do you still remember how long the interview will last? How many words are required for the essay?

1 Interview

1. Presentation of the Project Report

• 15 minutes for the candidate to present

• No questions will be asked

• As this part of the assessment comes first, you are giving the assessor the first impression

– Therefore, it is VERY IMPORTAN

• Although no questions will be asked during the presentation, you should be prepared for more in-

depth questions on the project during the interview

• Do expect that one of the essay questions will be set on the project

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Assessment Card:

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The assessors are expecting well prepared and grammatically correct reports as the reports

are expected to be vetted by your supervisors

Do expect that the assessors will ask questions on subjects which you haven’t come across

What should you do……?

Don’t get nervous as this will emotionally overcome your logical thinking

Make sure you understand what the assessors are asking. If in doubt, paraphrase his

question to the assessor in your own words

Do tell the assessors the truth that you do not have the experience on the subject if you are

not having

Then tell the assessors how you will tackle the problem by applying your experience and

knowledge to a different circumstance

Don’t worry! The assessors are after all testing your application of knowledge and

experience for a logical and practical solution to an engineering problem

Don’t challenge your assessors as they are aware of what you might have missed in the

interview

may know something you may have missed

Don’t just stop to think as you have to

maintain the rhythm of the interview. If you really need the time to think, tell the assessors

that you need a moment to think

Don’t think you know everything as even the assessors don’t

Don’t just start right away to answer your essay question without a framework and point

Presenting Effectively

While participating in the presentation exercise, a candidate can excel by sticking to the following

points:

Maintaining Composure

The primary quality that a candidate should exhibit is composure. The main purpose of the

presentation exercise is to test the ability of the presenter to cope with stress, repeated questioning

and time management. Focusing on the task at hand, breathing deeply and going through the

prepared notes regarding the presentation can help the candidate remain calm and composed.

Effective Communication

The presenter usually has the full attention of the audience in the presentation room and so they can

assert their control and authority to define the way the audience perceives them. Presenting,

interacting with the assessors and trying to get them involved may consider the candidate as an

initiative taker which is a leadership quality. These will highlight the confidence of the candidate as

well as their ability to communicate effectively. The pitch of their voice should be audible and their

language should be formal. The presenter should pause for a couple of seconds especially if they

want to emphasize a point or if they change the point or topic in the context of the presentation content.

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Using the Time at Hand

The presentation exercise is not always about the end result but about taking part in it and learning

something new. Instead of focusing on going through the motions and finishing it fast, the candidate

should try to evaluate the points to demonstrate their communicating abilities. The pace of the

presentation should conform to the time allotted. Every second is an opportunity for candidates to

exhibit their skills and abilities.

Regular Practice

The best way to master something is practicing it regularly. Candidates who have upcoming interviews

with the probability of presentation exercises may practice mock presentations regularly with their

peers or others so as to be aware of what to expect. If a list of probable presentation exercise topics

has already been delivered beforehand by the interviewers, a presentation on every single item on

the list should be made after research and should also be rehearsed. Question sessions may be

practiced beforehand so that the candidate gets used to them.

Body Language

Body language usually has a vital impact on the outcome of the presentation exercise. Eye contact

should be made, especially with the assessors in the room. Using a moderate amount of hand

gestures can be effective in grabbing the attention of the audience and conveying a point to the

attendees. Fidgeting or unnecessary movements should be avoided by the presenter. A mirror may

be used to improve one’s body language via regular practice.

The Questioning Round

There will often be a questioning round at the end of the presentation. The presenter should end his

presentation by welcoming any queries from the attendees. They should be knowledgeable of any

information included in the presentation that may lead to questioning. A calm yet firm pitch may be

used to emphasize one’s point if there is a disagreement while answering. Every question should be

heard completely and the questioner should not be cut off in between.

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Task 2 Brainstorm

Discuss within your group, what kind of questions the assessors may ask in the interview. You have

10 minutes.

The STAR-technique

You can use the STAR technique to structure your answers in the interview. STAR refers to

Situation, Task, Actions, and Results.

Think of a situation where you applied the competency in question;

Explain what the tasks were;

Describe the actions that you took to fulfill those duties;

Highlight the results that were achieved.

Typical competency-based interview questions are

With regard to communication skills:

Tell us about the biggest change that you have had to deal with. How did you cope with it?

Can you describe a situation where you had to explain something complex to a colleague or a client?

Which problems did you encounter and how did you deal with them?

Which change of job did you find the most difficult to make?

Can you describe a situation you were involved in that required a multi-dimensional communication

strategy?

Can you give us an example of a difficult situation that required extensive communication?

Can you tell us about a situation where you failed to communicate appropriately?

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How do you prepare for an important meeting?

With regard to client focus:

Can you describe a situation where you had to deal with an angry customer?

Can you give us an example of how you provided service to a client beyond their expectations? How

did you identify the need? How did you respond?

Describe the most rewarding experience you have had dealing with customers.

Can you tell us about a time when you had to handle an unreasonable request from a client? What

did you do?

Can you give us an example of an occasion where you had to deliver results to a customer within a

given timescale? How did you manage it?

Can you give us an example of an effective customer relationship you have developed and

maintained? What was the situation like? What did you do?

With regard to flexibility/adaptability:

Can you tell us about a time a significant change was made within your company or organization?

How did this change affect you?

Can you give an example of a time where you had to balance multiple responsibilities at once? How

did you prioritize your tasks? What did you do to keep organized?

Can you give an example where you had to change your approach halfway through the task? What

changed? How did you manage? What did you do?

Can you describe a situation where you were asked to do something that you had never done before?

What did you do?

Can you give us an example of a situation where your initial approach failed, and you had to change

your strategy?

With regard to organizational awareness:

Can you give us an example of when you used your knowledge and network within the organization

to get what you needed?

Describe the steps you take in assessing the viability of a new idea or initiative.

To the best of your ability, describe our company and what you think makes it unique.

Why do you want to work here?

Where do you think the biggest challenges lie for this company?

With regard to problem solving and judgment:

Can you describe a time when you had to analyze a problem and generate a solution?

Can you give us an example of a time you used good judgment and logic in solving a problem?

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Can describe a situation where you had to identify an underlying cause to a problem?

2. Essay Writing

Candidates will receive a choice of two topics relating to their experience, or the broader issues of

engineer in community. They may seek clarification of the topics within the first 15 minutes. Two hours

are allowed for this task. The essay should be approximately 1,600 words. An essay of less than

1,000 words is not likely to pass. The candidate should be able to present his/her understanding on

a subject and/or present a logical argument on an engineering topic specified by the Assessors.

Assesment Card

- Do draft the framework with points for your essay answer on the front sheet

- Do write with good penmanship

- Do be concise and to the point

- Do make sure you have enough points to give 1,600 words

- Do often use signpost word to add flavour to your writing

- Do draw a conclusion for the ending

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The key to writing a good essay. It was simply 5 components. They are

Knowledge of the Subject,

Relevance of the Answer,

Clarity of argument,

Presentation

Grammar.

For Knowledge of the Subject, avoid writing matters that you do not have 100% certainty.

For Relevance of the Answer, one must address the topic with relevant answer, for example by giving

some historical background or the impact in the engineering field that co-related with the topic.

For Clarity of argument, one should structure the essay by giving it heading and subheadings.

For Presentation, it is important to use short sentences instead of complex sentences. Simple

wordings that are good enough for presenting your ideas.

Lastly, for Grammar, one should use active voice and direct speech. Be aware of the choice of words

and singular versus plural.

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Task 3 Essay Writing

Now you have 30 minutes to write around 400 words on the following topic.

Please write about the importance of doing Testing & Commissioning for a Building Services Equipment /

System.

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Workshop 7 Reciprocal Route

1 Reciprocal Arrangement for Building Services

The following Institutions have Reciprocal Recognition Agreements (RRAs) with the HKIE. Corporate

Members of these Institutions may be admitted to the HKIE in a corresponding discipline, without a

Professional Assessment, providing they have undergone a Professional Assessment/Review1 which

includes an interview by the parent Institution.

The Chartered Institution of Building Services Engineers (CIBSE) – see Note J

J. i) The HKIE and the CIBSE renewed the RRA and all applications made on or after 28 June

2004 shall be subject to the new agreement and the following terms.

ii) This agreement applies to reciprocal recognition for Members of the HKIE in the

Building Services Discipline with Members of the CIBSE who are registered

Chartered Engineers.

iii) Applicants who have obtained their substantive training and experience in a

jurisdiction shall apply for Membership in that jurisdiction first. If these applicants

wish to apply for Membership in another jurisdiction first, their submissions under

this Agreement could be subject to a review which may comprise any or all of the

following:

(a) Submission of a Training and Experience Report;

(b) Interview;

(c) Essay test;

(d) Submission of record of continuing professional development.

Each Institution has the discretion to determine the extent and scope of the review.

2 Reciprocal Recognition Agreements

The Hong Kong Institution of Engineers has established close relationship with engineering

institutions/authorities throughout the world. It has signed agreements for reciprocal recognition of

professional and technologist qualifications with many engineering institutions/authorities. These

include:

Professional Qualifications for Corporate Membership

The British Computer Society

The Chartered Institution of Building Services Engineers

The Chartered Institution of Highways & Transportation

The Chartered Institution of Water and Environmental Management

China Association for Science and Technology

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Energy Institute

Engineering New Zealand

Engineers Australia

Engineers Canada

Engineers Ireland

Hong Kong Computer Society

The Institute of Marine Engineering, Science & Technology

The Institute of Materials, Minerals & Mining *

The Institute of Measurement and Control

The Institution of Chemical Engineers

The Institution of Civil Engineers

The Institution of Engineering and Technology

The Institution of Fire Engineers

Institution of Gas Engineers and Managers

The Institution of Mechanical Engineers

The Royal Aeronautical Society

The Royal Institution of Naval Architects

The Society of Operations Engineers

Technologist Qualifications for Associate Membership

The Chartered Institution of Building Services Engineers

The Society of Operations Engineers

The Institution of Engineering and Technology

* The Institute of Materials and the Institution of Mining and Metallurgy have merged and formed the

Institute of Materials, Minerals & Mining on 10 July 2002

Source: https://www.hkie.org.hk/en/quali/reciprocal_agreement/

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3 Application Guide for MCIBSE and CEng

Applicants need to submit the following documents.

1. Application Form

The form has to be signed by a sponsor who is a member of CIBSE and have known the

applicant for more than 1 year.

2. Employment Details

The employment record should be in chronological order, providing full details of applicant’s

work experience within the field of building services engineering which must include dates, full

details of the companies, the posts the applicant held, and level of responsibility.

3. Engineering Practice Report

The Engineering Practice Report should be of approximately 4000 to 5000 words, and should be

based on the competence criteria for MCIBSE fact sheet M21. The competence criteria are

listed below:

- A1: Maintain and extend a sound theoretical approach in enabling the

introduction and exploitation of new and advancing technology.

- A2: Engage in the creative and innovative development of engineering

technology and continuous improvement systems.

- B1: Identify potential projects and opportunities.

- B2: Conduct appropriate research and undertake design and development of

engineering solutions.

- B3: Manage implementation of design solutions and evaluate their

effectiveness.

- C1: Plan for effective project implementation.

- C2: Plan, budget, organize, direct and control tasks, people and resources.

- C3: Lead teams and develop staff to meet changing technical and managerial

needs.

- C4: Bring about continuous improvement through quality management.

- D1: Communicate in English with others at all levels.

- D2: Present and discuss proposals.

- D3: Demonstrate personal and social skills.

- E1: Comply with relevant codes of conduct.

- E2: Manage and apply safe systems of work.

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- E3: Undertake engineering activities in a way that contributes to sustainable

development.

- E4: Carry out and record Continuing Professional Development (CPD)

necessary to maintain and enhance competence in own area of practice.

- E5: Exercise responsibilities in an ethical manner.

4. Organizational Chart

The organizational chart should clearly indicate the applicant’s position(s) in the organization(s).

5. Development Action Plan

The development action plan should be a statement of how the applicant intend the continue

with his/her personal and professional development, stating clearly the short, medium and long

term goals with intended actions to attain those goals.

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Workshop 8 Career Prospects

Warm up & Check your understanding What do you expect the life and career prospects of being an HKIE? You have 10 minutes to talk with your partner and draw down the notes and share with the class. You may also check online for some information. (Hint: you may talk about the job satisfaction, stability, working hours, opportunities for travelling overseas, salary and welfare, etc.)

Case 1 Speaker 1 Speaker 1 focuses on the early years of his career paths and gives you some suggestions.

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Case 2 Speaker 2 Speaker 2 focuses on the workplace communication with colleagues, clients, and government departments. Listen and mark down the key information.

Q&A If you have any question concerning the life and career paths of an HKIE, put down your question on a piece of paper and ask the two speakers.

-END-