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DESCRIPTION
1
Identify and describe the general processes
and practices necessary to manage a small timber frame project effectively.
2
Identify and describe record keeping, and
the use of site journals for project management.
3
Identify and describe protocols and
procedures for effectively managing and issuing drawings, details and
specifications.
4
Identify and describe protocols and
procedures for effectively managing and issuing correspondence relating to the
construction of timber frames.
5
Identify and describe protocols and
procedures for effectively tracking costs and quantities.
6
|
LEARNING
TASKS |
|
CONTENT |
|
|
1. Obligations of project manager |
|
USDOL Standards &
Regulations
OSHA Regulations & Standards
Contract Requirements
Inspections |
|
|
2. Record keeping and journals |
|
Site Journals
Change of Work Orders &
Amendments
Architect Instructions (AIs)
Requests for Information /
Instruction (RFIs)
Warnings & Reprimands
Accidents, Near-Misses,
Accident Books & Reporting Procedures
Photographs / Video Record
Protocols for Copying
Documents to Others
Privileged / Confidential
Information |
|
|
3. Managing documents and drawings |
|
Drawing Titles, Reference
Numbers & Revisions
Drawing Issue Sheets
Marking-up Construction
Drawings, Revisions & Superseded Drawings
Tracking Changes &
Alterations
Tracking Labour &
Information for Payroll |
|
|
4. Managing Quantum |
|
Purchase Orders (
Job Names, Numbers &
References
Timber Lists / Cutting Lists
Timesheets & Cost-Centres
Job Cost Controls
Programs / Schedules &
Milestones
Change Orders |
|
|
5. Managing other records and project
information |
|
Minutes of Meetings
Letters, Faxes & E-mail
Telephone Notes
Progress Reports
Accident Books
Tool, Equipment & Rigging
Logs
Vehicle Log Books &
Mileage |
|
|
6. Processes and good practice |
|
Defining Scope of Work
Defining Budget
Defining Program / Schedule
of Work
Defining Employers
Objectives
Defining Clients Objectives
Work Planning
Work Scheduling & Program
Crew Briefings &
De-briefings
Ensuring Culture of Safety
Communicating with Clients,
Architects & Engineers
Communicating with General
Contractors & Building Officials / Inspectors
Working with Sub-Contractors
Project Management Software
Ordering Materials &
Purchase Orders
Training Opportunities
Site Meetings
Equipment Rental &
Off-hire
Dealing with Mistakes &
Disasters
Problems & Reprimands
Accidents & Near- Misses
Celebrating Successes /
Praise & Reward Crew
Signing-Off Work &
Handover |
|
Theory:
69
i)
Given a multiple choice test of
45 recall/recognition type questions about project management, consisting of:
70
USDOL & OSHA Standards
& Regulations (5 Questions)
71
OSHA Standards &
Regulations (5 Questions)
72
Contracts & Agreements (5
Questions)
73
Managing Documents &
Drawings (5 Questions)
74
Record Keeping & Journals
(5 Questions)
75
General Good Practice (20
Questions)
76
Practical:
77
ii)
Learners will demonstrate their
ability to correctly construct and communicate the following common documents:
78
a.
Request for Quotation
79
b.
Request for Information (RFI)
80
c.
Purchase Order
81
d.
Drawing Issue Sheet
82
e.
Construction Program / Schedule
with Milestones
83
f.
Invoice
84
iii)
Learners will demonstrate their
ability to take simple and accurate minutes of meetings.
85
iv)
Learners will demonstrate their
ability to take accurate telephone notes.
86
v)
Learners will create the
following:
87
a.
Job Log
88
b.
Equipment Log
89
c.
Vehicle Log
90
DESCRIPTION
91
Identify and describe employer and employee
obligations.
92
Identify and describe basic client
agreements.
93
Identify and describe basic contracts of
employment.
94
Identify and describe the general processes
and practices necessary to promote and operate a small, successful, timber
frame business.
95
Identify and
describe the principals of good business practice for timber framing companies.
96
|
LEARNING
TASKS |
|
CONTENT |
|
|
1. Employer and employee obligations |
|
USDOL Employment Standards
Administration (ESA)
USDOL Statutes &
Executive Orders (EOs)
USDOL Fair Labour Standards
Act (FLSA)
USDOL Contract Work Hours
& Safety Standards Act
OSHA Regulations &
Standards
Access to Information /
Protection of Privacy
USDOL Family & Medical
Leave Act (FMLA)
USDOL Equal Employment
USDOL Immigration &
Nationality Act (INA)
Insurance |
|
|
2. Contracts and agreements |
|
Defining the Scope of Work
Defining the Program of Work
Defining the Cost of Work
Construction Drawings
Payment Schedule
Bonuses & Incentives
Legal & Professional
Advice
Penalty Clauses
Disputes & Resolution
Change of Work Orders &
Amendments
Professional Indemnity &
Liability
Insurance
Keeping it Simple
Sample Agreements |
|
|
3. Employment contracts |
|
Part-time, Full-time &
Itinerant Employment
Holidays & Holiday Pay
Provision of Tools &
Equipment
Work Hours, Coffee &
Lunch Breaks
Overtime
Bonuses & Incentives
Medical & Dental Benefits
Access to Information /
Privacy
Pensions
Misconduct & Dismissal
Voluntary Leaving &
Notice Periods
Spelling Out Expectations
Keeping it Simple
Sample Agreements
Unemployment Insurance
Roll-out & Roll-up
Job Descriptions |
|
|
4. Processes and practices for operating a
successful small business |
|
Business Plan Basics
Sole Proprietorships,
Partnerships & Limited Companies
Strategic Planning
Company Culture (H&S,
Loyalty, Professional Conduct, Etc)
Marketing, Advertising &
PR
Sales
Overhead & Profit
Budgets & Costs Control
Setting Goals & Targets
Working Capital & Cash
Flow
Payroll, Accounting &
Taxation
Record Keeping &
Reporting Duties
Recruiting, Interviewing & Making
Appointments
Client Relations & Client
Satisfaction
Employee Relations &
Employee Satisfaction
Sub-contractors &
Suppliers
Training
Communication
Learning from Mistakes &
Celebrating Successes
Getting Good Advice |
|
|
5. Principals of good business practice |
|
Establishing &
Communicating Company Vision, Values and
Principals of Sustainability
TFBC Code of Practice
Strategic Planning &
Goal-Setting
Fiscal Planning &
Budget-Setting
What is a USP (Marketing
& Advertising Basics)
Effective Communication with
Staff, Colleagues & Clients
Client Care
Building a Culture of Safety
& Staff Welfare
Relationships with Suppliers
& Colleagues
Perpetuating the Growth of
Timber Framing |
|
Theory:
178
i)
Given a multiple choice test of
45 recall/recognition type questions about running a small timber framing
business, consisting of:
179
USDOL Standards &
Regulations (15 Questions)
180
OSHA Standards &
Regulations (10 Questions)
181
Contracts & Agreements (10
Questions)
182
General Good Practice for Small
Business (10 Questions)
183
Practical:
184
ii)
Learners will generate a
10-page draft business plan for a small (2-6 people) new, timber framing
business. This will include the following:
185
1.
Executive summary
186
2.
Table of contents
187
3.
Company overview (statement of
goals and objectives)
188
4.
Description of products and
services to be offered
189
5.
Industry and marketplace
analysis (including analysis of competition)
190
6.
Sales and marketing strategy
191
7.
Operations strategy
192
8.
Company organisation (personnel
and management)
193
9.
Financial strategy
194
10. Draft budget for first 4 years operation
195
DESCRIPTION
196
Identify and
quantify the materials, labour and equipment necessary to construct
timber-framed buildings.
197
Demonstrate the
calculation of board measurements and timber volume for estimating.
198
Compile and organise
estimates of material, labour and equipment quantities.
199
Calculate the costs
and times associated with material, labour and equipment quantities.
200
Identify and
describe the various common factors that have an effect on the cost of timber
frame construction.
201
|
LEARNING
TASKS |
|
CONTENT |
|
1. Quantify estimating data |
|
Design & Engineering
Production of Working
Drawings
Quantify Joinery
Quantify Fixings &
Fasteners
Quantify Timber
Transportation & Delivery
Distances
Lifting & Raising
Equipment Requirements
Scaffolding & Access
Requirements
Rental Equipment
Tick Lists & Checklists |
|
2. Organise and compile estimating data |
|
Create Spreadsheets
Timber List / Cutting List
Marking-up Drawings
Group Joinery Types
Calculate Board Footage
Calculate Weights of
Materials
Make Sketches & Notes |
|
3. Estimate time and costs |
|
Construction Strategy
Ball-Park Estimates, Guide
Prices & Guesses
Square Foot Pricing
Stick-by-stick Pricing
Commercially Available
Schedules & Tables
Availability of Materials
Calculate Joinery Times
Determining Optimum Crew Size
Determining Labour Rates
Determining Overheads
Mark-up & Profit
Contingencies |
|
4. Factors effecting cost |
|
Program Requirements
Training Requirements
Insurance & Bonds
Extra Handling (Large
Timbers)
Grade, Spec & Species of
Timber
Special Timber Finishes,
Wrapping & Protection
Size of Crew
Experience of Crew
Crew Productivity
Crew Training Opportunities
Innovative or Unfamiliar
Process Required
Competition
Current Workflow
Potential PR & Subsequent
Work
Site Location & Site
Conditions
Export Issues
Partial / Complete CNC
Cutting
Season & Environment
(Winter Raising, Etc)
Special Tools, Equipment
& Processes Required
Client Incentives &
Discounts
Economies of Scale
Contract Terms & Penalty
Clauses
Payment Details &
Cash-Flow
Delays to Delivery (Storage,
Insurance, Frame Distortion, Etc)
Charitable Causes, Friends,
Colleagues & Family
Joinery Complexity
Carpentry Mistakes |
Practical:
265
iii)
Given a complete set of
drawings for a simple (3-4 bay) timber framed building, learners will generate
a detailed cost and quantity estimate for all labour, materials and equipment
required. This will include the following:
266
1.
Brief statement outlining
construction strategy (crew size, assembly method, etc)
267
2.
Schedule of joinery and labour
required
268
3.
Timber list and total board
measurement
269
4.
Schedule of fixings and
fasteners required
270
5.
Schedule of machinery and
equipment requirements
271
iv)
Using the results of the above,
learners will convert their estimated costs into a square footage price.
272
v)
Using the results of above,
learners will identify reasonable ways to achieve a 20% reduction in the
estimated costs for the project.
273
DESCRIPTION
274
Identify and describe the basic office
systems that are necessary to operate an effective timber framing businesses.
275
Identify and describe commonly available
computer hardware and software for timber frame offices.
276
Demonstrate the effective use of computers
to perform basic tasks.
277
|
LEARNING
TASKS |
|
CONTENT |
|
1. Basic office systems for timber framers |
|
USDOL Standards &
Regulations
OSHA Regulations &
Standards
Access to Information /
Protection of Privacy
Employee Records &
Personnel Files
Company Policies &
Notices
Tracking Enquiries & Job
Leads
Tracking Estimates &
Tenders
Tracking Jobs & Job Costs
Tracking Client
Correspondence
Payroll
Bookkeeping, Accounting &
Taxation
Managing Job Files
Drawing Control
Accident Books
Managing Portfolios of Work
& PR Materials
Managing Reference Materials,
Catalogues & Product Information |
|
2. Using computers |
|
Databases
Networks & Servers
(Cabled & Wireless)
PCs, Laptops & PDAs
Peripheral Devices (Printer,
Scanner, Camera, Etc)
Work Stations
Software
Anti-virus Precautions &
Protection
Managing Folders & Files
Back-ups & File Storage
Care & Maintenance of
Hardware
Making & Printing
Documents
Managing Large Files
(Drawings & Photos)
Internet Searches &
Online Resources |
Theory:
311
i)
Given a multiple choice test of
45 recall/recognition type questions about the basic office systems that are
necessary to operate an effective timber framing business, the learner will
answer all questions within 45 minutes and score a minimum of 70% or 30 correct
answers.
312
Practical:
313
ii)
Learners will demonstrate their
command of basic computer skills by correctly performing the following
operations:
314
a)
Make and print each of the
following simple word processing documents:
315
·
Invoice
316
·
Purchase Order
317
·
Request for Information /
Instruction (RFI)
318
·
Fax Cover
319
b)
Make and print each of the
following simple spreadsheets such as:
320
·
Timber Cutting List
321
·
Fixings & Fasteners List
322
·
Time Sheet
323
·
Drawing Issue Sheet
324
c)
Use Internet Browser to search
online resources for each of the following specific results:
325
·
OSHA / ANSI Regulation or
Standard
326
·
USDOL Statute or EO
327
·
Map showing location and
anticipated travel times to jobsite or workshop
328
·
MSDS information for product or
material found in workshop or office
329
·
Weather information (pre-site
preparation)
330
·
Material properties for given
wood species
331
d)
Use e-mail to request product
information or catalogue from a supplier.
332
e)
Use e-mail to send junk mail or
spam to Joel McCarty at the following address: joel@tfguild.org
333
DESCRIPTION
334
Identify and describe the principals of
human resource management (HR).
335
Demonstrate effective communication with
colleagues and co-workers.
336
|
LEARNING
TASKS |
|
CONTENT |
|
1. Principals of Human Resource Management |
|
USDOL Employment Standards
Administration (ESA)
USDOL Statutes &
Executive Orders (EOs)
Line-Management &
Reporting
Company Organisation
Job Descriptions
Orientations & Inductions
Training
Payroll & Benefits
Working Hours & Holidays
Role of HR Documentation in
Workplace
Reviews & Assessments
Obligations
Conflict Resolution
Complaints / Grievances
Respecting Differences &
Personal Boundaries
Privacy & Access to Information |
|
2. Principals of effective communication |
|
SMART Delegation
Recordkeeping
Giving & Receiving
Effective Feedback
Praise & Reward
Importance of Giving Thanks |
Theory:
362
i)
Given a multiple choice test of
20 recall/recognition type questions about HR issues, the learner will answer
all questions within 60 minutes and score a minimum of 70% or 14 correct
answers.
363
Practical:
364
ii)
Learners will create a written
Job Description for themselves.
365
iii)
Learners will demonstrate the
SMART delegation of technical tasks (Specific, Measurable, Agreed, Realistic
& Time-bound) .
366
iv)
Learners will demonstrate
clear, polite and effective communication of job information with clients,
professional colleagues and co-workers.
367
DESCRIPTION
369
Identify and describe the good work habits
necessary to being a responsible and productive member of a timber framing
crew.
370
|
LEARNING
TASKS |
|
CONTENT |
|
1. Good work habits |
|
Understanding Company Values
Defining Professional Conduct
Effective Communication
Effective Delegation
Attendance
Drugs & Alcohol
Safe Conduct
Setting the Pace
Effective Leadership
Being a Team Player
Lending & Borrowing Tools
Care of Company / Communal
Tools & Equipment
Care & Maintenance of Own
Tools
Time Management
Work Planning
Managing Mistakes &
Learning from Mistakes
Morning Roll-out &
Evening Wrap-up (Effective Work Routines & Productivity Issues) |
Theory:
391
i)
Given a multiple choice test of
20 recall/recognition type questions about good work habits, the learner will
answer all questions within 60 minutes and score a minimum of 70% or 14 correct
answers.
392
Practical:
393
ii)
Learners will create a
statement of Values for their workplace, and describe how these values might
effect day-to-day operations.
394
iii)
Learners will work with
colleagues to create a written definition of professional conduct for timber
framers, and de-brief this definition with a competent and experienced
facilitator. The definition will be checked for alignment with USDOL Statutes
and EOs.
395
DESCRIPTION
396
Identify and describe effective techniques
for yard management.
397
Demonstrate the effective care and
management of stock, tools and inventory.
398
|
LEARNING
TASKS |
|
CONTENT |
|
1. Managing timber stocks |
|
Checking Deliveries
Identifying Timber in Yard
(Labelling)
Creating Timber Inventories
Stacking & Stickering
Summer Precautions
(End-Sealing, Sun-Shades, Etc)
Winter Precautions (Rain
& Snow Shelters, De-Icing, Etc)
Stacking for Work-Flow
Sorting, Rolling & Moving
Timbers
Off-cuts & Waste
Access for Loading /
Unloading
Surplus / Extra Timbers
Vesting Documents &
Special Labelling Requirements
Lumber Banding |
|
2. Managing tools and equipment |
|
Maintenance & Repair
Dull Blades & Bits
(Re-sharpening Protocols, Storage, Etc)
Tool & Equipment Logs
Cleaning, Drying &
Storing Rigging
Storage of Power Tools
Insurance Records
Theft & Security
Considerations |
|
3. Managing other inventory |
|
Pegs, Fixings & Fasteners
(Labelling)
Returns from Site
Hazardous Goods
Safety Equipment
Consumables |
Practical:
429
i)
Learners will demonstrate the
safe and effective stacking, stickering, labelling and protection of all timbers
for a small (2 or 3 Bay) timber frame project. Timbers will be stacked for
effective workflow.
430
ii)
Learners will demonstrate the
safe and effective care of company / communal tools and equipment.
431
iii)
Learners will demonstrate the
safe and effective storage, labelling and protection of pegs, fixings and
fasteners.
432
DESCRIPTION
434
Identify and describe the principals of
instructional techniques.
435
Demonstrate basic instructional techniques
for the teaching of hard and soft skills to timber framers.
436
|
LEARNING
TASKS |
|
CONTENT |
|
1. Instructional techniques |
|
How & Why People Learn
Environmental Considerations
Defining Learning Objectives
Listening to the Learner
Review
Developing Lesson Plans
Developing Standards
Performance Objectives
Performance Outcomes
Presenting Information
Tools & Materials for
Instruction
Reviewing Information
Skill Assessment
Recordkeeping
Praise & Constructive
Criticism
External Assessment &
Verification
Toolbox / Tailgate Talks
Independent vs. Group
Learning
Trainee-Centred Learning
Journeyman / Apprentice Responsibilities |
Theory:
460
i)
Given a multiple choice test of
20 recall/recognition type questions about instructional techniques, the learner
will answer all questions within 20 minutes and score a minimum of 70% or 14
correct answers.
461
Practical:
462
ii)
Learners will demonstrate their
understanding of basic instructional techniques as follows:
463
a.
Effectively plan, instruct,
assess and then de-brief a hard-skills lesson relating to a common timber
framing technique, in a one-to-one setting.
464
b.
Effectively deliver a 10-15
minute Toolbox / Tailgate Talk relating to a common H&S issue for timber
framers, to a group of colleagues.
465
DESCRIPTION
466
Learners will create a permanent,
chronological record of their apprenticeship and work history.
467
Learners will document all timber framing
projects that they have been involved in throughout the period of their
apprenticeship.
468
Learners will create a record of their
apprenticeship experiences.
469
|
LEARNING
TASKS |
|
CONTENT |
|
1. Apprenticeship Logbook |
|
Work History (Chronology)
Portfolio / Photographs of
Work
Employers & Supervisors
Recommendations
Sketches & Drawings
Journal Notes (Personal
Experiences) |
Practical:
478
i)
Learners
will compile a permanent logbook of their work history and a journal that
reflects their apprenticeship experience. This will include the following:
479
a.
Architectural
sketches and drawings describing various aspects of the learners work and / or
training
480
b.
Chronological
details of the learners work history
481
c.
Recommendations
and comments from employers and supervisors
482
d.
Photographs
of learners work
483