All rights reserved by HKIH 1 Guidance Notes for Continuing Professional Development (CPD) November 2006 香港房屋經理學會 The Hong Kong.

All rights reserved by HKIH 1

Guidance Notes for Guidance Notes for Continuing Continuing Professional Professional Development Development (CPD)(CPD)

November 2006

香港房屋經理學會http://www.housing.org.hk

The Hong Kong Institute of Housing


香港房屋經理學會香港房屋經理學會 The Hong Kong Institute of Housing (H.K.I.H.)The Hong Kong Institute of Housing (H.K.I.H.)

29 November 1988 – incorporated under Companies Ordinance, Cap.32, HK Laws as a company limited by guarantee;

9 May 1997 – enacted under Cap. 507, HK Laws as a legal professional body ；

Members are engaged in the co-ordination and execution of housing services incorporating the design, provision, improvement, rehabilitation, management and administration of all types of housing;

Total membership about 2,900 * currently serve 18 HKSAR Districts;

Corporate Members (M.H.K.I.H.) and Fellow Members (F.H.K.I.H) are eligible to apply for Registered Professional Housing Manager (R.P.H.M.) under Cap.550, HK Laws recognized by the HKSAR Government


Roadmap to Implement CPDRoadmap to Implement CPD

6 Sept 2003 – CPD Kick –off Ceremony to commence voluntary CPD program.

21 Dec 2005 – EGM passed amendment on the By-Laws to implement mandatory CPD program on 1 Jan 2006

By early of 2006 – Announcement and publicity material sent out to members

29 Oct 2005 – 4 Mar 2006 – 4 Discussion Sessions with Corporate and Fellow Members held

28 Nov 2006 – Briefing Sessions recording of CPD units & delivery of CPD Guidance Notes


Who should take CPD?Who should take CPD?

Corporate Members (M.H.K.I.H.) Fellow Members (F.H.K.I.H)


Why should I take CPD?Why should I take CPD?

Keep yourself updated with latest information and knowledge to adapt to changing working environment

Convince employer that you are first rank professional despite changes in the property industry

Enhance professional status

Promote public image

Benchmark with other professional bodies


Activities count as CPDActivities count as CPD

Life long Education & Training activities to acquire new skills / techniques or knowledge.

Proactively seek more exposure in your job duties to fulfill Professional Practice requirements.

Non-housing related activities such as HRM, environmental protection, public health, IT, technical knowledge, etc. help for Personal Development


Activities count as CPDActivities count as CPD

Any activities enable you to maintain and enhance your professional competence and thus, you are in the best position to decide.

The HKIH offers you a simple self-assessment mechanism. Ask yourself whether the activities will: enhance yourself? enable you to practice more competently? keep you aware of the changing needs in the profession?


Activities which count as CPDActivities which count as CPD

CPD program of other professional bodies can be counted as CPD of the HKIH simultaneously.

The HKIH does not validate courses or events to be counted for valid CPD unit (s).

The cut-off date for CPD reporting is set on 30th Nov each year.

Calculation of CPD units of a year for is illustrated on the following table:


IllustrationIllustration of CPD calculation of CPD calculation for a yearfor a yearPeriods of Valid CPD Events Valid For Period of Membership

1 January 2006 – 30 November 2006 1 January 2007 – 31 December 2007

1 December 2006 – 30 November 2007 1 January 2008 – 31 December 2008

1 December 2007 – 30 November 2008 1 January 2009 – 31 December 2009

…… ……

…… ……

1 December Year(N) – 30 November Year (N+1) 1 January Year(N+2) – 31 December Year (N+2)


Plan your CPD and compile Plan your CPD and compile the recordthe record Identify your personal need and objectives annually

by listing out your CDP plan: 1. Main duties and responsibilities of your present job, e.g. (a) Day -to-day management of 3 residential properties with around 900

apartments and 20 detached houses

(b) Handling management fee accounts and arrears (c) Supervising cleansing contractors in executing their work


Plan your CPD and compile Plan your CPD and compile the recordthe record 2. Particular areas of skills/knowledge you would like to devel

op over the period

(a) To learn inter-personal skills so that you would communicate better with your clients, boss and subordinate

(b) To update your knowledge on the BMO so that you can be more confidence in dealing with OCs

(c) To learn the application of spreadsheet so that you can manage the accounts better


Plan your CPD and compile Plan your CPD and compile the recordthe record 3. Forthcoming events which could help you to achieve your

aims

(a) 2-day course on ‘Communication Skills’ by PQR Training Institute held once every 2 months

(b) Workshop on the ‘Building Management Ordinance’ to be held in Feb 2006

(c) One-day training course on Excel, by ABC Computer Training School


Plan your CPD and compile Plan your CPD and compile the recordthe record

4. Special circumstances that might affect your CPD, like a career break, etc.

5. Your long term goals in undertaking a CPD program.



You have to maintain a master record of all your CPD activities (the CPD record) every year

CPD activities can be divided into 3 main categories:

(i) Education & Training

(ii) Professional Practice

(iii) Personal Development



Education & Training – a formal activity or structured programme of learning/training

Professional Practice –activity involves the use of housing management practice skills

Personal Development –activity develops your personal skills or knowledge


Plan your CPD and compile Plan your CPD and compile the recordthe record Education & Training Category

Date Organised by Activity Duration

(no. of units)

13 Jan 05

PQR Training Institute

Two-day course on ‘Communication Skills”

14 hours

(5 units)

6 Jun 05 STU Training Institute

One-day course on ‘How to deal with Difficult Clients’

8 hours

(5 units)

20 Oct 05

HK Institute of Human Resources (IHRM)

Annual Conference of Human Resource Management

3 hours (only attend the pm session)

(3 units)



Professional Practice Category


2 Feb 05

PM

The HKIH Workshop on ‘Building Management Ordinance’

4 hours

(3 units)

3 Mar 05

PM

The HKIH Visit to ABC Shopping Mall 2 hours

(2 units)

2 Oct 05

AM

XYZ Property Services Co.

Seminar on ‘Mediation of Contract Disputes’

4 hours

(3 units)



Personal Development Category


(no. of units)

2 Aug 05 XXX Institute Advanced Level Excel Course 6 hours

(5 Units)

6 Sep 05

PM

YYY Training Development Institute

Half day workshop on ‘Leadership Skill’

3.5 hour

(3 Units)



Have to fulfill the minimum number of units designated to each category but there is no upper limit.

Activities that can help members to improve their job skills or knowledge will also be counted.



The CPD Record should be reported by honour system to HKIH via the official website at www.housing.org.hk.

No need to submit evidence/proof of attendance for the activities. In case of doubt, evidence of attendance may be required by the Institute.



Review your personal CPD plan regularly.

Revise or update the CPD plan due to changes in career and personal pursuits.

Minimum CPD units required per annum are 20


Assessment of CPD UnitsAssessment of CPD Units

Category Example Activities

Education & Training

(minimum score per annum:

5 units)

Training coursesSeminarsConferencesWorkshopsBriefing sessionsPublication and papersFull or part-time studyDistance learningContribution to original research activities Study tours/visits


Assessment of CPD UnitsAssessment of CPD UnitsCategory Example Activities

Professional Practice

(minimum score per annum: 5 units)

PresentationsCommittee work in connection with professional knowledge and experienceInstitute meetings (AGM, EGM or ad-hoc meetings) on discussion of professional issuesPER supervisorProject supervisorExternal Examiner/moderator/facilitators/teacherProfessional interviewsAttachment/job exchangeCourse validation


Assessment of CPD Units (Cont’d)Assessment of CPD Units (Cont’d)Category Example Activities

Professional Practice


Delivering career talks/talks on professional practiceTasks being performed for the first timeTechnical tours/visitsAnnual Dinner of the Institute


Assessment of CPD UnitsAssessment of CPD UnitsCategory Example Activities

Personal Development


Structured readingPrivate study on specific topicsResearch for papersDevelopment new skills, e.g. information technology, management, etc.Development of Personal Relationship within the industry (e.g. social function organised by HKIH)Training courses/Seminars/ConferencesWorkshop/Briefing sessions for other disciplines



CPD Activities are counted in terms of ‘units’.

One CPD unit is equivalent to one hour of study/learning/participation of an activity intended.



Activities/events organized by The HKIH will be accredited with CPD units for participating members

The number of units allocated to each event is subject to the absolute discretion of the Education Committee of The HKIH.


The Format of CPD RecordThe Format of CPD Record You should use the CPD Record function provided on

The HKIH website www.housing.org.hk for recording activities.

You can use the hard copies provided in Annexes 4, 5 and 6 for planning purpose.

(Samples of the Annexes can be pasted)


CPD Information on WebCPD Information on Web










The Format of CPD RecordThe Format of CPD Record

Annex 4 Record Sheet – Personal CPD Plan

To facilitate me to identify my personal needs and objectives for the specified period, I need to consider the following:

1. Main duties and responsibilities of my present job

2. Particular areas of skill / knowledge I would like to develop over the period

3. Forthcoming events which could help me to achieve my aims


The Format of CPD RecordThe Format of CPD Record Annex 5

Record Sheet – Activity Files For the period: _______________________ to

______________________

EDUCATION & TRAINING CATEGORY

Date Organised By Activity (with brief description)

Duration (no. of units)



Annex 6 Record Sheet – Annual Evaluation

For the period: _______________________ to ______________________

Please comment on your professional development and personal achievement over the period covered. You are encouraged to make reference to your Personal CPD Plan completed at the beginning of the period covered. (Please refer to paragraph 3.12 of the CPD notes.)



The HKIH website www.housing.org.hk contains all information, including personal CPD Record for you to fill in.

As the CPD plan is purely your personal plan, you can create your own plan to suit individual needs.


Submission of CPDSubmission of CPD

Fellows/Members shall apply for renewal of the membership on or before 30 Nov each year

Submit an Application Form – For Renewal of Membership in which a declaration of fulfillment of CPD requirement for the immediate past 12 months was embedded.



Newly admitted Members are not required to fulfill the mandatory CPD requirement for the year that he/she is admitted.

Member upgraded to Fellow of The HKIH in any time of a year is still required to comply with the mandatory CPD by the end of that year.



Members are required to submit their CPD Records to The HKIH for record and verification through the CPD Record Function of The HKIH website.

Send in a self-certified record via The HKIH website



The HKIH adopts an honor system for members to report their CPD records.

The HKIH will maintain control over the validity of those submissions by means of a random call, or an interview of CPD records from members.


If I cannot complete my CPDIf I cannot complete my CPD

Make an application to The HKIH for an extension of the CPD submission.

Complete an Application Form – Extension of CPD Submission Date

Period of extension is not more than three months after the ordinary cut-off date for CPD submission.



All CPD units earned during the extended period shall be counted under the CPD units for the previous membership year.

The member concerned is still required to fulfill the CPD requirements on or before 30 Nov of the current membership year.



If still fail to complete the CPD within the extended period, the Membership Committee shall report to the General Council of the HKIH for resolution of suspension or termination of the membership.



All CPD units earned during the extended period shall only be counted for the previous membership year.

Regardless the approval of extension, you are still required to fulfilled the CPD requirements on or before 30 Nov of the current membership year.


Q & AQ & A

All rights reserved by HKIH 1 Guidance Notes for Continuing Professional Development (CPD) November 2006 香港房屋經理學會 The Hong Kong.

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