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For candidates following a monitored employer-based Training & Development programme, CIBSE wish to clarify what we are looking for in training, supervision and mentoring.

  1. What is the function of the Training & Development Panel?

    The T&D Panel has two functions:

  1. Monitor candidate’s progress through completion of competences.

  2. Approve company and individual T&D schemes.

  1. What is the relationship of mentor with candidate?

  1. The mentor must be of at least the grade of CIBSE membership that the candidate is working towards or hold the equivalent level of professional registration with any of the other Professional Engineering Institutes.

  2. Mentor may be the line manager of the candidate, or a senior engineer not working directly with the candidate on a day to day basis.

  3. Candidates must have access to their mentor on a regular basis.

  4. It is important that there is frequent communication, both formal and informal.

  1. What is the role of the mentor?

  1. To be committed to T&D within the company.

  2. To have a clear understanding of the CIBSE Objectives. It is the responsibility of the mentor to guide the candidate towards achieving the Competence Objectives - e.g. reciprocal arrangements between consultant and manufacturer contractor as placement outside the company for the candidate to gain the necessary experience.

  3. Capable of advising, assessing and verifying candidate activities.

  4. Work with the candidate to identify links between what has been learned ‘on the job’ and the Objectives.

  5. The mentor should encourage the candidate to express what they have learnt. The T&D Panel wants candidates to analyse and evaluate what they have learnt from their experience in the day-to-day practice of building services engineering.  Even if an experience is negative, they will still have learnt from it.

  6. Mentor’s comments: Mentors should give useful feedback to verify what the candidate has stated and add to it with comments on how the candidate is progressing. Mentors should also be honest about the progress of candidates and give useful information: one-word comments are not helpful to development of the candidate.

  1. How should Objective Achieved Reports be recorded?

  1. Candidates must cover all 16 competences under UK-SPEC towards CEng, IEng or EngTech, as appropriate. 

  2. This is an on-going process to achieve the goals, and the competences need to be very generic.  Please remember that Objective Achieved Reports are ‘living’ documents and should be added to as candidates progress with their learning and experience throughout their T&D period, and therefore all Objectives should be considered as open ended.

  3. Candidates should set out their progress against each Objective, which they will find useful when writing their Engineering Practice Report.  It is also useful for their appraisals with employers.  The important thing to remember is not “how” but “evidence” of learning achieved.  

  4. CIBSE no longer requires annual reports or objective achieved reports, but they should be reviewed by your supervisor on completion of each year of your training programme in accordance with the section entitled “How to complete your T&D Portfolio” (Section B2) of the current T&D Manual.

  1. How should Objective Achieved Reports be constructed?

    Construct your report using the following headings for guidance and date your entries:

  1. Range
  2. Description of practical experience
  3. Any structured learning
  4. Private study: books, articles, other media – description
  5. Observations: your own commentary on what you have learnt
  6. Mentor’s comments
  7. Mentor’s signing off, with date

Keep your report to a manageable length, normally 2 sheets (typed).

  1. How should the Annual T&D Report be submitted?

  1. Annual Reports should only be submitted to CIBSE at the end of the penultimate year of the Candidate’s T&D programme.

  2. CIBSE does not normally issue reminders, so mentors and candidates need to work together to ensure that reports are submitted on time.

  3. Your Final Report will form the basis of the Engineering Practice Report as part of your application for corporate membership.

  4. Experience has shown that a T&D Candidate does not have to carry out a major re-write of their existing competency report to form their Engineering Practice Report.  The intention is for the candidate to record the most appropriate evidence examples for their Engineering Practice Report.

  1. What are the procedures for change of employer?

If candidates change their employer they should ensure their competences and mentor’s comments are signed and dated by their original mentor, before they leave the employment in which they commenced their T&D period.

  1. Candidates are responsible for advising CIBSE of their change of circumstances and new contact details. 

  2. Candidates should submit a new T&D Plan Registration Plan, which provides essential information on new mentor details.  

  3. If the new employer has an approved company T&D scheme, candidates should transfer to that scheme. 

  4. If the new employer does not have an approved company T&D scheme, candidates should work with their new employer to produce a programme for the balance of their training and development in line with the CIBSE competences.