ENGINEERING COUNCIL OF SOUTH AFRICA KIMBERLEY ROADSHOW

1. ENGINEERING COUNCIL OF SOUTH AFRICAKIMBERLEY ROADSHOW 16 OCTOBER 2014

2. PROCEDURE TO REGISTER WITH ECSA Step 1:“Candidate” Registration in order to have qualifications evaluated. • All applicants with non-accredited and non South African qualifications have to apply for “Qualification Evaluation” which is done by ECSA’s Qualification Examinations Committee(QEC).

3. PROFESSIONAL DEVELOPMENT MODEL Observe Code of Conduct and Maintain Competence through CPD Practice Professional Registration Meet Standard For Professional Competency Training And Experience Candidate Registration Graduation Meet Standard for Engineering Education Accredited Programme 3

4. PROFESSIONAL ENGINEER (Pr Eng) • Experience standards characterised by: • Activities that are essentially intellectual • Analysing and solving complex problems • Developing and applying new technologies creatively and innovatively • Exercising Professional judgement • Managing resources • (Dreamers)

5. PROFESSIONAL ENGINEERING TECHNOLOGISTS (Pr Tech Eng) Experience standards characterised by: • Solving broadly defined problems through application of proven techniques and procedures • Developing, maintaining and managing today’s technologies • Exercising Professional judgement • Managing resources • (Doers)

6. PROFESSIONAL ENGINEERING TECHNICIAN (Pr Techni Eng) Experience standards characterised by: • Solving well defined problems using proven techniques and procedures • Supervision and technical responsibility • Contributing to implementation, operation and maintenance of products, equipment, processes and services • (Fixers)

7. HOW AND WHEN TO REGISTER Step 2: Training and Professional Development while employed (Current system in place for the engineer and technologist categories only) • Commitment and Undertaking (CU) • Employer CEO/Chief Engineer registers CU • Undertakes to train “candidate” persons in accordance with ECSA’s policy and discipline specific guidelines • Ensures internal training programme is in place and being implemented • So far 573 C&Us signed by employers of engineers countrywide and 3 773 mentors listed doing training.

8. REGISTRATION PROCESS RE-ENGINEERING New Registration System

9. Role Players Related to Registration Qualifications Evaluator Experience Appraiser Applicant Qualifications Validator Professional Reviewer Referee Assessing Committee Member Supervisor Staff Assessing Committee Chair Registration Manager/Asst Employers Registration Officer Mentor Registration Committee Chair Education Officer Application Advisor Central Registration Committee Chair Call Centre Agent External: Industry Finance Staff VA Staff Volunteers (VA and ECSA)

10. What Policy Changes? Aspect Prior to the NRS Under the NRS Registration Policy • Embedded in Document R2/1A: Acceptable Work for Candidate Engineers; • Does not consider other classes of applicants explicitly. • Single, integrated policy R-01-P, defining • registration and education policy, • links with standards (R-02-PE) • links with processes (R-03-PE), • applies to all applicants. Education Requirements Policy • Accredited or recognized qualification • or • prior evaluation of qualification(s) as meeting educational requirements. • No change to accredited or recognized qualifications. • Accelerated evaluation of listed qualifications. • .Evaluation criteria defined in document E-17-P for qualifications and assessed learning.

11. What Changes in Standards? Aspect Prior to the NRS Under the NRS Standards of Competency for Registration • Training requirements for Candidate Engineers, in R2/1A Section 5 • Competency Standard for registration as a Professional Engineer in document R-02-PE. • Eleven generic outcomes, with • definitions for the level of problem solving and engineering activities. • (No DSG’s in Standard) • Professional Attributes included in standard • Level descriptors differentiate categories • Further requirements in the Discipline Specific Guidelines (Professional Attributes in section 5 for seven disciplines) Seeking Registration Without Accredited or Recognised Qualification • Only the Engineer “alternate route” available • ND or equivalent plus 10 years working at level of Pr Eng: (Experience Appraisal, then write prescribedfinal year exams). • Criterion-based method of meeting education requirements by evaluation and assessment defined in E-17-P. • When educational requirements are complete, apply for registration in normal way. • No additional time limits. • Identified methods of further learning and assessment. 11

12. What Changes in Application: 3 Aspect Prior to the NRS Under the NRS Evidence of Training/ Competency • For all disciplines: • Training and Experience Summary • Training and Experience Reports • Varying requirements across disciplines: • Project Report • Essay Test • Claim to Competency • Presentation • Prof Development report • Uniform requirements across disciplines: • Training and Experience Summary (TES) • Training and Experience Reports (TER) • Training and Experience Outlines (TEO) • Engineering Report • Presentation • Pre-registration CPD-type activity (IPD)

13. What Changes in Assessment: 4 Aspect Prior to the NRS Under the NRS Process Definition • Embedded in part in other documents (or not documented) • High level process definition (R-03-P) • Detailed IT system specification. Application Processing • Manual • On-line • Workflow-enabled Assessment of Competency • Different assessment instruments used in professional reviews. • Civil (incl essay) and • Electrical. Other disciplines. • Policy (R-01-P) defines main stages and permitted decisions in the assessment process. • Common assessment instruments addressing the outcomes and an integrative judgement, • provide consistent trails through all stages 13 • Delegation to the PAC of: • decision to register or • defer, • Reserve refusal to Central Registration Committee Decision Making • No change to delegation or refusal • Two-deferment practice regularised • Credit given for outcomes fulfilled

14. What Changes in Guidance: 5 Aspect Prior to the NRS Under the NRS Training And Mentoring Guidelines • Discipline Specific guidelines having force of standards/policy. • Variants: • Chemical • Civil • Remaining seven • Differing definitions of Professional Attributes to be demonstrated • Layered set of guidelines: • Training and mentoring (all categories) (R-04-P) with defined responsibility levels. • Guide to competency standards for Professional Engineers (R-08-PE) • Discipline-specific Training Guidelines (R-05-ddd-PE)

15. The NRS and its Phases at a Glance … On-line System Category Policy Standards Process R-01-P Candidate and Professional Engineer R-03-PE (EA & PR) R-02-PE Application & Assessment Process 1 R-01-P R-03-PT (EEA) Candidate and Professional Engineering Technologist R-02-PT Assessment Process 2 (variant of Process 1) R-03-PN (EEA) Candidate and Professional Engineering Technician R-02-PN Assessment Process 2 R-03-CE (EEA) R-01-P No Change * Candidate and Professional Certificated Engineer To Follow Specified Categories To Follow To Follow Registration under International Agreements No Change No Change No Change Assessment Process 3 (P1simplified) * Assumes no change to Cert Eng Model Status: Fully Developed Documents at final dev W-I-P

16. Registration Process: Logging in New User Existing User Enter Essential Details Assign User ID, Generate Password Log In Log In Or Forgot User ID/PW • Select: • Continue my application • Apply for Candidate Engineer • Apply for Professional Engineer • Apply for Educational Evaluation • more … Educational Evaluation CE/PE Application

17. TRANSITION TO NEW REGISTRATION SYSTEM • The new system for the engineer category will be phased in over a period of two years, commencing as from April 2013. • Candidate engineers who trained  under the current (legacy) registration system will be allowed to apply in terms of the current  requirements/ documentation. However, the current requirements for civil candidates of  writing two essays at the professional review and mechanical candidates to hand in a design report and for electrical/electronic engineers to hand in forms AD7, AD8 and AD9, would then still apply.

18. TRANSITION PHASE continued… •  The two systems would therefore be run concurrently for a period of two years to phase out all “previous system” applicants. • All applicants submitting after 1 April 2015 would therefore also have to provide New Registration System evidence of competence and will be assessed against Competency Standard R-02-PE. •  Alternatively, candidates who trained under the current system  would have to apply in terms of the  new  system requirements/documentation, but they would have to supply the New Registration System evidence of competence to be assessed against competency standard R-02-PE.        

19. ECSA Professional Competencies – where training must lead 7: Meet regulatory requirements 8: Act Ethically D C 9: Exercise Judgement 6: Address Impacts on People and Environment CEP-Level 3: Synthesize Solutions 2: Analyse Engineering Problems 10: Be Responsible 1: Use Engineering and Contextual Knowledge 4: Manage Engineering Activities DoR A 11: Life-long Learning 5: Communicate Effectively B CEA-Level E A Outcome Group CEP = Complex Engineering Problem CEA = Complex Engineering Activity DoR = Degree of Responsibility

20. PLANNING PRINCIPLES :TRAINING PROGRAMMES • Two principles must be followed by supervisors and mentors when planning training programmes for candidates : • A variety of work activities is necessary for the proper development of a candidate. Variety may be obtained at the various stages in the lifecycle of an engineering activity : conception, planning, design, construction, implementation, operation and closure. Associated with this lifecycle are specific functions, including commissioning, testing, improving, trouble-shooting. Candidate should experience several stages in the lifecycle of a project or projects. 20

21. PLANNING PRINCIPLES :TRAINING PROGRAMMES (cont…) Increasing responsibility and accountability within the organization must be imposed on and accepted by the candidate until he/she is capable of accepting professional responsibility in making and executing engineering decisions at the full professional level. 21

23. PROGRESSION OF TRAINING • At each of the 5 levels of responsibility, the table shows the nature of the candidate’s work, ranging from being oriented at level A to working at the degree of responsibility required for registration, namely level E or Performing • By the end of the training period, the candidate must have performed individually and as a team member at the level of problem solving and engineering activity required for registration and performed at responsibility level E for at least twelve months.

24. REGISTRATION PROCESS • Registration process for all categories of registration basically the same and will become even more uniform when the new system is implemented. • Exception: Pr Eng category which has a compulsory professional review. • Other categories have the discretion to call applicants in for an interview.

25. APPLICATION REQUIREMENTS (EXISTING SYSTEM) • Personal details (Forms A1.1 & 1.2 engineers and B.1& B.2 technologists and C.1 & C.2 technicians) • Summary of Training Periods (A2.2, B2.2 & C2.2 respectively) • Training/Experience Reports(approx 2000 words)(A 2.1, B2.1, C2.1) • Confidential Referee Reports • Project Report/Design Report • Certified copies of qualification documents (and transcripts of subjects take for technologist category) • Proof of membership of Voluntary Association (if applicable) • Application fee

26. TIPS ON EXPERIENTIAL REPORTS • SELL YOURSELF • WRITE in the FIRST PERSON • DETAIL what YOU have DONE • DETAIL YOUR level of RESPONSIBILITY • DO NOT GENERALISE • ALL PERIODS must be COVERED

27. THANK YOU! www.ecsa.co.za Email : engineer@ecsa.co.za Tel No : (011) 607 9500 Offices : Waterview Corner, Building 2 Ernest Oppenheimer Avenue, Bruma