Professional

Review Guidance

Assessment Criteria for candidates through the Industry Route

Introduction
Chartered Membership of the CIOB puts you on a path of career advancement that leads to the very top of the profession. Progress is made through a combination of
study, examination and experience culminating in Chartered Membership and the designation MCIOB.
You are now at the final stage towards your Chartered Membership, these guidelines are designed to explain what you will need to demonstrate and
examples of the type of evidence you can provide to satisfy the requirements of the review.
We wish you success with your application.

Getting started
You must hold current membership prior to submission
You will need to provide the following supplementary documents together with your completed application
■ An organisation chart showing your position, name, who you are responsible for and accountable to. This document is not forwarded to an assessor and
is used by the PR Team to check the employer signatory.

■ Your CPD record for the past 12 months (only required if you have been in membership for one year or more).

■ Please provide one passport photo (recent head and shoulders shot). This can be uploaded within the Personal Details Form.

When you believe your application is ready to be submitted, follow this document and your application will be handled by a PR Advisor.

2
Continuing professional development
Continuing Professional Development, or CPD, is any learning that adds value and enhances your occupational knowledge and skill. It supports individual
development and the upkeep of professional competence. This could mean honing current skills, it could mean developing them to a new level, or it could
mean learning new ones. Attending relevant events, conferences and seminars, reading magazines and websites or researching new products and
innovative methods can all contribute to CPD.

As a CIOB member, you agree to complete CPD in each subscription year to comply with Rule 10 of the Rules and Regulations of Professional Competence and Conduct.

The CIOB remains committed to providing members with appropriate learning content free of charge, as part of their member benefits. Find CPD through the CIOB
Academy. Your local hub will also provide CPD events.

From 2023 all members will undertake a number of development activities with a focus on ethical practice as set out in the policy. Various development activities will
accrue points. These could be attending events, conferences and seminars, reading magazines and websites or researching new products and innovative methods, as
well as upgrading your membership or doing formal courses.

Ways to gain points

Self-Directed Learning (1 point per activity) Self-directed reading; research or other informal learning relevant to your role or development plan.
Work-Based Learning (2 points per activity) Lunch and learn presentations; work demos; formal company training; knowledge sharing; mentoring and
coaching; Professional Body activities such as Committee or Hub activities; outreach work promoting construction.

Conferences and Seminars (3 points per activity) Participating in conferences, webinars, seminars or roundtables; attending workshops for MCIOB or FCIOB.

Contribution to the Discipline (5 points per activity) Production of research; engaging in policy developments; presenting at conferences, webinars or seminars.

Formal Learning (10 points per activity) Learning towards a formal qualification in the built environment, such as a degree, Master’s degree or vocational
qualification; achieving MCIOB or FCIOB, CEnv or Proficient or Certified Building Conservation specialist.
For the full policy, please visit the website.

CPD Monitoring
As part of our monitoring activities in 2024, you may be selected to provide a reflective account of the CPD in ethical practice that you undertook in the previous year.

CPD records and your application

As part of your application for Chartered Membership, you may be required to submit your CPD record.
This is only required if you have been in membership (Applicant, ACIOB or ICIOB) for more than one year. You can use the form on the website or use your own.

From 2024 you must use the form on the website to record your CPD activities in relation to ethical practice.

3
Plagiarism Policy and use of AI
Chartered Membership is made in recognition of an individual’s personal achievement. All work
submitted by applicants for assessment is accepted on the understanding that via the applicant
signing the declaration as part of the application, they are confirming that it is their own work.

You will find the following declaration in the Personal Information Form that must be signed.

I declare that this piece of written work is entirely the result of my own work and documents my
own experiences. I have not copied in part or whole or otherwise plagiarised the work of other
applications. I declare that I have not used Artificial Intelligence (AI) software to create this report,
in part or whole. I understand that should this statement be found to be false, my application will be
removed from the process and another application cannot be made for a period of 3 years.

CIOB use plagiarism software called Turnitin to help identify cases of suspected plagiarism and the
use of AI to create a PR application. If plagiarism is found, or the use of AI has been detected, then
the application will be withdrawn from the process. You will be advised and evidence from Turnitin
will be supplied to you. You will not be allowed to submit another application for a period of 3 years
after plagiarism has been discovered.

You can appeal the decision by contacting the Head of Quality Assurance in the first instance.

4
How to apply
For direct applicants only.
If applying through a PR Support Provider, please deal directly with them.
Please note: we can only process applications which include all the documents listed. Your application will be delayed if anything is
missing.
This part of the process depends on how long you take to act on the advice of the PR Advisor.

Step 1
Email all your documents to [email protected] (direct applicants only)

Step 2
You will receive an acknowledgment of receipt.

Step 3
A PR Advisor will pick up your application and check all documents have been received and advise how to pay the fee.

Step 4
Once payment is received the PR Advisor will contact you again and provide you with more detailed information on the application. This
may include ways of strengthening the report.

Step 5
Only when all fees are paid, all documents are received, and the report is checked by a PR Advisor can the application move to the
assessment process.

5
The assessment process
Only when an application is complete will it enter the assessment process.

The Process
Once submitted, your application goes through the following stages.
The PR Advisor will let you know when your application is in the assessment process.

Stage One
Your application is assessed by a CIOB assessor in accordance with CIOB assessment procedures.

Stage Two
Your application is moved to the internal verifiers, to ensure the assessment has been made in accordance with the CIOB assessment procedures.

Stage Three
Your application is moved to the external verifiers, to ensure standards of assessment are fair and consistent across all assessors and in accordance with
the CIOB assessment procedures.

The competence report

To meet the requirements of the Professional Review, candidates will have to demonstrate knowledge and application in all three of the following areas of
competence:

Occupational Competence

Management Competence

Commitment to Professionalism

The competencies are organised into sections, evidence and verification by employer/verifier together with guidance on the conditions under which
competence must be achieved. This should be based on work experience and not modules or courses you have studied on this subject.

The application must be typed and all boxes must be completed making best use of the space available.
6
 Do
3 Read the Professional Review Guidance and Assessment Criteria for Candidates before completing the report. Our experience shows that people who
use the guidance have a better chance of passing first time.

3 Give 1 or 2 clear, specific and detailed examples of the competences from your own practice. Use first person and past tense.
Use the CARL format:
■  ircumstance – Describe the circumstance you needed to act on.
C
■ Action – Describe the action you took. Why did you choose this action?
■ Result – Evaluate the result of your action/decision including the positives and negatives.
■ Learning – Outline any learning you took from this experience.
3 Include reflection and evaluation, where you can, on practice indicating of how you would do things differently. You can include the view of others, if it
helps.

3 Use all the space provided to its fullness to describe and evidence your competence. Only what is visible inside the text box can be assessed. If a scroll
bar appears in any text box your response will need to be reduced. The PR Team will send the report back to you if the text flows outside of the visible text
box area.Font size 11 required.

3 Keep self-evident comments like ‘Health and Safety is important to the organisation...’ or ‘Planning and organisation is crucial for the smooth running...’
brief. It is good to have an opener to a section but too much of this language starts to sound like generalisations. It is the personal examples we are looking
for.

3 Be honest about what you have achieved. The assessor is not looking for prestigious multi-million pound projects. They are looking for evidence of
competence, the ability to understand the limits of one’s competence and responsibilities, the ability to make ethical decisions and the commitment to
learn and develop.

3 Do check for spelling and grammatical errors. The PR Team will send the report back if it is clear your report has not been proof read.

7
 Do not
5 Don’t write ‘we do this at...’ or ‘we follow company...’. Too much of this suggests you are not working on your own initiative.
5 Don’t list your job responsibilities or your job description.
5 Don’t describe company policies e.g. at my company we do... The assessor wants to know about you and your practice. You may refer to policies that
inform your practice.

5 Don’t assume just because you have worked on large projects or prestigious sites that this confirms competence.
5 Don’t exaggerate or misrepresent your experience and responsibilities as you may be questioned about it.
5 Don’t use bullet points. It suggests you cannot fill the boxes with 2 substantive examples.
5 Don’t use company specific acronyms without mentioning the full title at some point in your report.
5 Don’t provide additional documents, which we do not mention in this guidance. They will not be included in the submission for assessment.
5 Don’t send your documents in the paper format; they need to be provided to us electronically.
5 Don’t send your application handwritten, this is a professional report and must be completed electronically.

8
Instructions to complete your professional review
application
Step 1
You will need to be an applicant (or ICIOB/ACIOB. Please check qualifications before applying) membership before you submit your PR application.

Please contact Customer Services for information about this step if you are not already a member. Or apply online for Applicant membership -
https://portal.ciob.org/

https://www.ciob.org/customer-services

Step 2
You will need to complete 2 documents

Personal Details Form

Your personal details and the Employer/Professional Member Declaration. This is for CIOB purposes only.

PR Application Form (the report template)

■ Summary of your Career – This is a brief description of your career so far. Include milestones and achievements.

■ Job Description – Briefly describe your current role and responsibilities. There are 2 other boxes, who do you report to and who reports to you. In
this box it is simply subcontractors or team of 6, it can be very brief. If you consult or work alone then please leave these boxes blank. This part is not
assessed, it provides the assessor with an understanding of your job role.

■ Project List – You only need to include the projects that are mentioned in your report. Remember any projects mentioned must have been worked on
within the last 3 years. To describe the project, keep it simple and brief i.e. office refurb, Blossom High School – New Build, Town hall maintenance. And
finally, your role while you worked on the project.

■ Your Report – This where you demonstrate your competence in all areas. Remember to use your Guidance Notes to ensure you cover all the criteria for
each section.

■ 1 Year Forward Plan – This is about a CPD action plan for the coming year. What you like to do to improve your knowledge and skills?

9
Requirements & examples
The PR assessors will assess that you are competent to carry out the work of a qualified Chartered Builder or Chartered Construction Manager. To be
competent is to have the knowledge, skills and behaviour to perform a job properly.
CIOB members have drawn up the competencies to be applied across different construction disciplines. The competencies have been grouped under the
following themes:

1. OCCUPATIONAL COMPETENCE

2. MANAGEMENT COMPETENCE

3. COMMITMENT TO PROFESSIONALISM

Interpretation should be made carefully and the choices given in your application should be examples of the work and judgement you have applied. The
assessors will take into account sensible and realistic choices reflecting the skills needed to fulfil your role.
The reason most people do not pass their PR first time round is because they do not include specific examples of activities they have carried out. Providing a
generalised description of what you do is not enough. The response should demonstrate what you have done.
You will find the Marking Descriptors useful for understanding how the assessors make their assessments.
There is a Table of Competencies further on. The criteria is explained in a different way which you may find useful.

10
Examples
It’s better to have two clear examples that follow the CARL format rather than lots of unexplained examples.
Your examples should be current, reflecting the past 3 years of work experience.
In exceptional circumstances, we would accept an example going back to 5 years. Your application form has an explanation of the conditions.
The following report examples have been provided to help applicants structure their report.

Example 1
Quality is determined by the specification and contract drawings. To manage quality of the This could have been improved by
project I firstly read the specification and look at the drawings so that I can devise a quality plan
providing a more specific example.
to ensure that the end product will be fit for purpose to the clients requirements.
Quality control is more a matter of defect detection and I carry out inspections each day to
ensure that the product is right first time to reduce the time required for snagging. Doing these For example, this is considered a GENERALISED
inspections and having and defects rectified immediatly also saves time and cost in the long description.
term.
I also employ the services of the local authority building control who send out an inspector at
certain intervals of the build process and signs the work off at each of the stages, e.g. dpc
level, roof structure. This ensures that the build is built to current building regulations. I do this
to ensure that the completed projects meets the specification and reduces client complaints as Instead, use a SPECIFIC example
well as to improve the reliability of the work and products and reduce cost. On the local school site I carried out
During the inspection I record the progress with photographic evidence and catalogue my inspection each day to ensure the quality is
right first time. On one day, the list included
findings on a quality control inspection form which is then filed and can be recalled at a later
several areas where I felt the quality of the
date if required. This is something that I have just implemented into my work as I had an issue work carried out could be better. I worked
on my last project where a defect occured and I could not prove who was at fault (quite an with the contractors to ensure the work
expensive learning curve). was re-done. On this site the local authority
Building Inspector also attended at various
I also ensure that any pipework installed is pressure tested prior to being filled as a leak can stages of the project. This ensured that all
have serious consequences to the programme especially after being plastered. I also carry out regulations were being followed. I discussed
checks for the correct tolerances to measurements and levels to ensure that they all comply quality issues with the inspector which led
with current regulations. to a better product. This saved cost and
time in the long term.

11
Example 2
On recent project where I was working as a Project Manager and Technical Advisor. The project
was a school and I was responsible for monitoring progress and quality against programme and
design. I worked with the Clerk of Works to monitor the internal and external finishing. I ensured
that issues were captured in the Clerk of Works report and are raised and recorded during the
monthly meetings. Anything of urgency was communicated by telephone and followed up with
an email. This is a real example although
The Client, funder and end users were made aware of quality concerns and the contractor
provided solutions to rectify the concerns quickly. One particular concern was associated with
some details have been
the aesthetics of the brickwork to the first 1.5m of the build. changed and removed.
As the building was located in a flood zone, the first 1m of the brickwork had to be flood resilient,
requiring two different mortars. This created a strong delineation in colour within the brickwork.
This was picked up during one of the first progress meetings and was unacceptable to the client.
I then discussed options to remedy the concerns including tinting, raking out and re-pointing with
different mix and doing nothing. This a better example for the
Thinking about the long-term implications of each option in terms of maintenance, cost and
programme effects, we agreed that once the cladding was installed it may refocus attention
following reasons:
away from brickwork and with the clients agreement, this was agreed and reviewed after 4 ■ Specific examples
months. After 4 months it was clear that once the external façade had been completed the ■ Written in past tense – What has happened
mortar difference was no longer as obvious and its impact on the appearance was minimised. not what might be done
No further work was required. ■ Written with CARL format in mind
The co-operation of Client and the Contractor was achieved through regular updates and good ■ Reflection and evaluation included
communication. This built up a level trust between all parties. This trust element was important This is considered a SOLID description. See
in ensuring a quick fix reaction was avoided and a long term view was taken. marking descriptor.

12
Marking descriptors
Marking Descriptors help you understand what our assessors are looking for. For example if you
do not include an example or have weak content this will put you in the Defer band. A
generalised description or an example which has insufficient relevant content may put you in
the question or interview band.

Aim for blue

Good pass Solid competence indicated, with reflection

Candidate gives a range of very good examples that demonstrate a deep understanding of the competence as
reflection on practice and evaluation of the effectiveness of actions.

Range of examples/solid experience demonstrated

The candidate provides a good example/s that demonstrate that he/she is competent within the parameters of the
Pass job role. The candidate demonstrates that he/she has solid experience.

Narrow scope with relevant example to substantiate competence

The candidate demonstrates an understanding of the subject area and has given 1 or more examples which
Question or are relevant to the subject area and provides narrow scope that includes a relevant example.
interview band Some but insufficient relevant content with basic/weak example(s)

Candidate has provided an example which is not relevant to the competence or does not meet the criteria for a
Chartered Construction Manager

Defer Weak content, no example/s, such as Job Description or process

Candidate has not provided an example/s, the candidate refers to a process, the content is weak or is just a job
description

No relevant content including out of time - nil - only to be used if an assessment cannot be made due to the time
the example occurred
13
Seeking Support
CIOB know how important it is to have the right support available for candidates. Here are the options available to you.

• CIOB Mentoring Service:

We offer a Professional Review Mentoring service as part of your Qualified and Experienced Pathway, supporting Mentees working towards completing their
Professional Review. Find out more about the Mentoring Service here.
• Local workshops:
Take advantage of the Professional Review workshops often hosted by local hubs. Find your local hub here.
• PR Support Provider:
A network of trusted individuals and organisations, who support and encourage you every step of the way, from an initial assessment to submission. A full list of
Providers can be found on the website.
• Help for people with Dyslexia:
We can provide adapted forms for people with dyslexia. If you have dyslexia, please contact the PR team who will be happy to help. Email
[email protected]

14
Competence report
Section 1 - Occupational competence
This section incorporates 5 areas of competencies. All examples used must be current and valid. Assessors will be looking for specific detailed examples that
demonstrate your competence.

This section has the highest weighting.

1.1 Planning and Organising Work

You must provide workplace evidence of how well you plan, programme, organise and monitor your work activities, systems and methods, based on specific
projects or tasks.
Your response must include specific evidence of how well you identified and set objectives, how you measured performance against the set objectives, how
well you managed the team to work collaboratively and identified skills required to benefit the project.

1.2 Managing Health, Safety and Welfare/Wellbeing

Demonstrate your understanding and responsibility for health & safety, and compliance with current legislation. Describe your experience and application of
processes related to welfare/wellbeing issues and working practices.
By using examples from your own experience, identify the principal hazards or breaches of rules (or potential hazards or breaches) in your work place and
demonstrate your actions in removing or mitigating the associated risks.
The assessor will take account of the different environments in which these criteria can be applied e.g. site-based, office-based, consultants, academia etc.
and will apply judgement accordingly.

1.3 Managing Quality

Demonstrate your competence in evaluating the quality of a specific product, service, or process by providing good examples where the required or
expected standards were not being achieved, and explain your actions to remedy, rectify or improve them.
Demonstrate your competence of managing client or user satisfaction, quality assurance processes and procedures.

15
1.4 Sustainable & Environmental Practices in Construction
Provide workplace evidence to demonstrate your awareness and involvement in good practice in the operation of sustainable construction.
Use examples to demonstrate your understanding of sustainable development and legislation, including other sustainable communities, energy management
and environmental impact; and include environmental legislation and other controls appropriate to sustainable construction development and your role.

1.5 Knowledge of Commercial, Contractual and Legal Issues

Demonstrate your awareness and involvement in construction law, civil law or insurance practice relevant to your job role. This should include examples of
specific contracts in which you have had experience of contractual obligations and negotiated contracts, relevant to your job role.
Use examples to demonstrate awareness of the commercial impact of your decisions and actions.
Your examples must show your ability to communicate effectively with clients, consultants, senior management, stakeholders or other relevant personnel
regarding commercial, contractual and legal issues.

Section 2 - Management competence 

You will be expected to provide examples of projects or processes you have been responsible for, ensuring all the following areas are addressed in terms of your
role with regard to the planning, implementation, monitoring and evaluation.
The assessor will be looking for evidence to explain how your role and competence has evolved to equip you with key management skills in all of the following
areas:.

2.1 Communication
Use specific examples to demonstrate your ability to communicate effectively with a range of stakeholders relevant to your job role. Examples should
include reference to a range of different communication channels.
Indicate the ways in which you adapt your communication style taking into account different parties.

2.2 Decision Making

Use specific examples to demonstrate your ability to investigate problems or potential problems, analyse possible solutions, implement your chosen
solution and then monitor and evaluate the effectiveness of that solution.
The problems or issues could be technical, organisational or interpersonal.

16
2.3 Managing Information
Use specific examples to demonstrate your ability to manage information including control documents in a range of situations, including at source,
flow and dissemination to relevant parties.
Demonstrate how you identify and access information relevant to your role.
Provide examples when the information you required was incorrect or missing/unavailable and explain your action(s) to remedy this for the specific
instance and for future error/omission correction.

2.4 Strategic Management/Financial Management

You must provide examples when you developed, contributed to or have an awareness of a project or other strategic/financial plan that demonstrates
how you managed, monitored, evaluated that plan. Include how you manage risk, procurement, cost and cost control, finance, time and production in
relation to that plan.

2.5 Developing People and Teams

Use specific examples to demonstrate how you have developed or managed a team or professional relationships within your role.
Include reference to:
■ identifying learning needs
■ negotiating a learning plan
■ appraisals and performance management

This can relate to yourself or to others..

2.6 Innovation
Use specific examples to demonstrate how you have introduced and implemented innovative solutions, systems or processes that have resulted in
influencing time, cost, safety or other benefits to your organisation or project.
Your examples should demonstrate how you have used solutions attained through external sources and previous experience and transferred or
adapted them to the benefit of your organisation, project or task.

17
Section 3 - Commitment to professionalism

In this section you are required to demonstrate your knowledge and understanding of the role and significance of the CIOB and its functions.
You should also show an appreciation of your personal professional role and the public expectations of a professional and the CIOB Code of Conduct and
Member regulations. The assessor will be looking for evidence to support the following competencies:

3.1 Professional Judgement and Responsibility

Based on your own experience, you should describe in detail an occasion or an incident that has required you to exercise your professional judgement.
In this section, your professional judgement relates to an occasion or an incident where it may be regarded as beyond your normal sphere of activities in
your role and where you were challenged because of the situation you faced and the consequent ethical decision you were required to make.
The purpose of this section is to ensure that members of the CIOB apply appropriate standards of professionalism to their duties based on CIOB Rules and
Regulations of Professional Competence and Conduct, and their duty of care.
Indicative examples
• Identify a situation where professional judgement was required and how it was demonstrated. (Issues could be behavioural, contractual and may
include reference to members of the public).
• Demonstrate process for applying appropriate criteria when exercising professional judgement (e.g. by reference to the Rules and Regulations of
Professional Competence and Conduct).
• Identify involvement with making decisions that protect the general public.
• Display knowledge of personal limitations (e.g. when to seek advice from others).

3.2 Commitment to abide by the Rules and Regulations of Professional Competence & Conduct
Demonstrate using examples from your experience of how, in your role, you function within an ethical framework.
Ethics is at the heart of professional integrity, requiring honesty and respect for the rights of others. It may extend beyond skills, experience and adherence
to rules/standards.
Please refer to the following link in relation to more information regarding ethics in our Rules & Regulations:
https://www.ciob.org/about/who-we-are

3.3 Commitment to Continuing Professional Development

You should show an understanding of the importance of CPD in your role, as this CPD is a mandatory requirement for membership, by providing evidence
that you carefully evaluate, plan and implement a range of industry-focused activities to show how they meet your current and future needs.
Demonstrate your role in encouraging CPD in others and your awareness of its importance in developing the construction industry.
Indicative examples
• Identify how you have reflected upon achievement or lack of achievement.
• Evaluate training and development activities.
• Demonstrate where and how you have encouraged others in the organisation to undertake CPD activities.
• The benefits of CPD within your job roles.
18
Table of Competencies
Occupational Management
Remember your examples should be past examples, what have you done not what you are doing. Writing in the first person and past tense always helps

Have your examples included

Section Title Key Criteria
the key criteria

SECTION 1 – OCCUPATIONAL COMPETENCE

This section is about how you have:

a. Planned, organised and monitored work activities and methods
b. Set objectives and measured performance
Planning and c. Built team relations to carry out the work planned including identifying training needs within
1.1 the team
Organising Work
Think about an example(s) of when you have managed a team to meet the organisational or
project objectives.
If you do not manage a team, think about an example(s) of when you have managed your own
work activities to meet organisational or project objectives.
This section is about how you have:
a. Identified your job responsibilities and practices under Health, Safety and Welfare legalisation
Managing b. Identified hazards and assess risks arising from workplace activities
Health, Safety
1.2 c. Applied welfare/wellbeing and working practices
and Welfare/
Wellbeing Think about an example(s) that includes when you have identified risks, breaches and how you
dealt with the situation.
Everyone has some responsibility. You need to think about what you do in your job role.

19
 Have your examples included
Section Title Key Criteria
the key criteria

This section is about how you have:

a. Evaluated the quality of a product, service or process
Managing b. Worked to improve the product, service or process where it does not meet required standards
1.3
Quality c. Managed client/user satisfaction, QA processes and procedures
Think about an example(s) that includes when you identified a quality issue with a service, a
product or process.
This section is about showing:
Sustainable and a. An awareness of good practice in the operation of sustainable construction within your job role
Environmental b. Application of the concept sustainable development
1.4
Practices in c. Compliance with environmental legislation in relation to your job role
Construction
Think about an example(s) that includes how you have applied sustainable construction to your
job role. What legislation do you comply with and how?
This section is about showing:
a. Knowledge and understanding of construction, civil law or insurance practice
Knowledge of
b. An understanding of the commercial impact of decisions and actions
Commercial,
1.5 c. Communication with clients regarding commercial, contractual and legal issues
Contractual and
Legal Issues Think about an example(s) that includes when you used construction law or insurance practice.
What commercial decisions have you made and why? What communication did you have with
your clients?

SECTION 2 – MANAGEMENT COMPETENCE

This section is about how you have:

a. Adapted communication styles to the audience
b. Used a range of communication media channels
2.1 Communication
c. Communicated with a variety of stakeholders
Think about an example(s) that shows a range of communication methods and how you adapt
your style of communication to suit your audience or different stakeholders.

20
 Have your examples included
Section Title Key Criteria
the key criteria

This section is about how you have:

a. Identified and investigated problems
b. Analysed possible solutions
2.2 Decision Making c. Implemented, monitored and evaluated the effectiveness of the solution
Think about where you needed to find a solution to a problem. What investigations did you
undertake, what were the solutions and analyse why you chose your solution? Finally, how did
you implement, monitor and evaluate the effectiveness of the solution?
This section is about how you have:
a. Managed information and communication systems
b. Identified and accessed information
Managing
2.3 c. Managed the flow of information in a range of situations
Information
Think about a time when you have managed the flow of information in various situations, how
did you identify the need and then access the information? How do you manage information and
communication systems?
This section is about how you have:
a. Developed or contributed towards a strategic, financial or other plan
Strategic
b. Monitored and evaluated the effectiveness of a strategic, financial or other plan
Management/
2.4 c. Managed the various aspects of a plan for example risk, procurement, costs and cost control,
Financial
Management financial management, time management and product management
Think about this within the scope of your job responsibilities. You might not have direct
responsibilities but you may have made a contribution to strategic and financial planning.
This section is about how you have:
a. Identified learning needs and negotiate a learning plan
b. An understanding of appraisal and performance management
Developing
2.5 People and c. Effectively managed a team
Teams Think about this within the scope of job role or as an individual if you do not manage a team. Have
you helped or mentored a new employee and helped them understand what their training needs
are? Have you had to negotiate a training plan? Do you carry out appraisals or do you have regular
appraisals yourself? How do they help monitor performance?

21
 Have your examples included
Section Title Key Criteria
the key criteria

This includes how you have:

a. Used innovative ideas or solutions to bring benefit to an organisation or project
b. Developed innovative ideas or solutions
2.6 Innovation
c. Used innovation to reduce costs or time
Think about how you have developed a new way working, what benefits it brought in terms of
cost and time or other. Can you provide some evaluation and reflection regarding your idea?

SECTION 3 – COMMITMENT TO PROFESSIONALISM

This includes how you:

a. Demonstrate an understanding and application of professional judgement and responsibility,
including ethical decision making
b. Understand CPD and the benefits
Commitment to c. Understand the rules and regulations of CIOB membership
3
Professionalism Think about an example where you have had to make a professional judgement. Make sure it is
outside of your normal sphere of work. Show your understanding by providing examples and
how learning benefitted you.
Please refer to the following link in relation to more information regarding Ethics in our Rules &
Regulations: https://www.ciob.org/about/who-we-are

22
Who can sign your form?
A signature will be required on this part of the form from someone who can verify the contents of your application to be a true and accurate account of your
experience. Ideally, they will be your senior or line manager in your current or most recent role.
Please note: family members or Mentors assisting with the Application are not permitted to sign or verify your competencies/application.
Self-employed or Freelance applicants could ask a professionally qualified client, who is a member of a Professional Body or other Construction Professional
who knows you well to endorse their application. Please note this is not an exhaustive list. For any queries or more information, should you be unsure who
can sign this for you, please contact [email protected].
Please find below a list of other relevant Chartered Institutes who can sign this part of the statement:

■ RICS
■ CIBSE
■ CIAT
■ CIH
■ ICE
■ IStructE
■ RIBA
■ Chartered Institute of Civil Engineering Surveyors
■ And their Scottish and Irish Equivalents

It is important to note that whoever signs this part of the application will be endorsing your application for Chartered Membership so must be an authorised
representative as they will be contacted to confirm and validate any aspect of your submission.

23
The decision
The applicant will be advised of the result once the application has gone through the
assessment process.

PASS INTERVIEW DEFERRAL

The applicant will receive written confirmation Where further clarification is required, applicants may be In cases where the applicant fails to meet the
and an invitation to a ceremony. invited to attend an interview to be given the opportunity criteria they will be advised they have been
to expand on their application. deferred and provided with an explanation
including advice on what is required before a
new submission can be made. Any
re-submission should take into account
feedback given.

The appeals process

You have the right to appeal if your application is deferred. Appeals must be made within one month of receiving the deferral letter.
Appeals cannot be made on the grounds of disagreement with the assessment outcome. The appeal must be based on a valid reason such as:
Failure to correctly follow the process and procedures for the assessment or where you suspect there may be bias in the assessment process and this must
be stated in full in the letter of appeal. No new material or documents can be bought into the appeal. The appeal is to be based solely on the application and
correspondence received.
Appeals are to be made in writing, stating the grounds for the appeal. Your letter of deferral will provide you with the contact details.

24
V3_Jun2023

Thanks for reading

We hope you found our guide useful and instructive. If you have any questions please contact: [email protected]