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Institution of Mechanical Engineers


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Routes to Membership

IMechE Hong Kong Branch

5 November 2005


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Introduction

Dr C W TsoCEng,IMechE, FHKIE, RPE

Chairman of Membership Sub-Committee

Hong Kong Branch


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IMechE London

IMechE is a registered charity

Founded in 1847 to promote mechanicalengineering

Promotes the registration of Professional Engineers eitherIncorporated or Chartered status

A force for change

A voice for the profession

75,000 members worldwide, 43,000Registrants


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IMechE Hong Kong Branch

www.imechehk.org.hkOffice: 5/F HKPC Building,

78 Tat Chee Avenue, Kowloon

Telephone: 2194 5765Fax: 2894 9885

Email: [email protected]


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Membership Classes

Non CorporateAffiliateAssociate Member

CorporateMemberFellow

OthersHonorary FellowCompanion


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IMechE Membership

Fellows 6151Members 38159

Companions 20Associates 17541Affiliates 13942

Statistics as at 27 October 2005


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IMechE Hong Kong

Membership

Fellows 87Members 1184

Associates 470Affiliates 180

Statistics as at 27 October 2005


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Benefits of becoming Registered

with the ECUKRecognition of professional competenceworldwide

Lifelong professional development

Increased employment opportunitiesCEng or IEng designation allows you todeal on an equal footing with other

professionalsHigher earning potential


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Membership Classes and Post

NominalsFellow

Member

Associate

Affiliate

CEng FIMechE

IEng FIMechE

CEng MIMechE

IEng MIMechE

AMIMechE

REMEMBER:

IMechE is there to help YOU at every stage ofyour career.


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Qualifications & Requirements

presented by

Eur Ing W K ChowCEng FIMechE RPE FHKIE FASME Sen MCMES

Member of Membership Sub-CommitteeHong Kong BranchProfessional Interviewer


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Qualifications & Requirements

These are prerequisites for Corporate

Membership Applications:


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Exemplifying Requirements for

CEngRequirements:

Accredited BEng(Hons) degree [in Mech. Eng.]

Plus- Approved MSc degree Or

- A period of Further Learning

Or

Accredited 4-year MEng degreeOverseas qualifications of an acceptable standard and profile


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Exemplifying Requirements for

IEngRequirements:

Accredited BEng(Hons) degree Or

A relevant IEng accredited degree or equivalent qualificationOr

A suitable HND/HNC plus further learning to degree level Or

Overseas qualifications of an acceptable standard and profile


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Registration & Membership

All applications for Registration and

Membership are treated in exactly thesame manner i.e.

Must meet the academic requirements Must meet professional development

requirements


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Professional Development

Initial Professional DevelopmentFor young engineers leading up toapplication for Corporate Membership

Continuing Professional Development

For Corporate Members to maintaintheir competency


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Initial Professional Development

Judged on Competency Standards identified inUKSPEC

C ompetence , C apability and C ommitment

Ideally, they should follow IMechE MonitoredProfessional Development Scheme (MPDS)

Details of the MPDS athttp://www.imeche.org.uk/mpds


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PERIOD and CONTENTS

CEng requires normally 4 years of ProfessionalDevelopmentIEng requires 3 years Professional Development

Recommended Guidance by a MENTOR(Who should be a Corporate Member of IMechE )

Experience created solely must be real life and notartificially for the purpose of meeting IMechErequirements


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PERIOD and CONTENTS (contd)

Responsibility lies with the applicant, and not with theorganization

IMechE expects each individual engineer will have aDIFFERENT competence profile

As example, a Research Engineer will have a different

profile to that of a Manager in the ManufacturingIndustry


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Process

Determine which competences have beenattained and how these meet the requirementsof the UK SPEC

Determine which competences are needed fora particular target

Mentor-Assessed during MPDS to show levelof achievement for each competency


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Development Action PlanSet Targets

Review & Measure Achievements



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Continuing Professional Development(For Corporate Members)

Further qualifications suchas MBAs, diploma inengineering management ,

Technical & businesscourses

Workshops Seminars, Conferences &

Lectures

Submission of /toTechnical articles/journals

Distance/open learning Updating in own and other

fields of work IMechE interviewer or

industrial advisor MPDS Mentoring Language studies Government activities Community and Charity

work


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UK-SPEC & IMechE

(UK Standard for Professional Engineering Competence)

Published by Engineering Council in December 2003and implementation from March 2004

Sets Standard forCOMPETENCE, CAPABILITIES & COMMITMENT

Underpinning Knowledge and UnderstandingProfessional Development and Experience


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UK-SPEC & IMechE

Academic QualificationsCEng

BEng(Hons) + MScBEng(Hons) + Further Learning to Masters LevelMEngOverseas Qualification of acceptable standard and profile

IEngBEng(Hons)Relevant IEng degree or equivalent qualification

HND/HNC + further learning to degree levelOverseas Qualification of acceptable standard and profile


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UK-SPEC & IMechE

Further Learning Contents

Engineering & Science deepeningTechnical broadening

Non-technical broadening

No quantitative values attached

Individual Assessment

Translation from


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Translation from

SARTOR to UK-SPECAcademic qualifications, recognized by the

Engineering Council at the time they weregained, will continue to be acceptable underUK-SPEC

All non-standard routes(i.e. Mature CandidateScheme, Career Appraisal Route, Individual

Case Procedure, Cognate Degrees and SeniorRoute) subsumed into Technical Report


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Non-standard routes Before UK-SpecNon-standard routes Before UK-Spec

Candidates without Exemplifying Academic Qualifications

could seek CEng or IEng by:1. Mature Candidate Route

2. Career Appraisal Route

3. Individual Case Procedure

4. Cognate Degrees

5. Senior Route


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Technical ReportTechnical Report

Career history must show they have sufficient Mech Eng experience to submit areport

It must show a depth of MechEng knowledge to meet UK-SPEC competences

It must be Technical (to Masters level for CEng) - A pure management typereport is not acceptable

Peer assessment by two trained Assessors consists of:

Applicants career history

Appraisal interview based on the report

Professional review if report is acceptable

NOTE: in all cases (CEng & IEng) a MENTOR is appointed


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Technical Report (IEng)Technical Report (IEng)

Approx 6-7K words

FDg/HND/HNC + 4-5 yrs experience

No relevant qualifications + 10 yrs experience atthe appropriate level

Transfer from CEng 2/3 yrs using IEng competences


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Technical Report (CEng)Technical Report (CEng)

Approx 8 10K words

FDg/HND/HNC + 10 years experience

BEng(Hons) non accredited + 5-6 yrs exp

Non Mech Hons degree (Scientific) + 8 yrs appropriate exp

No relevant quals + 15 yrs at an appropriate level

Transfer from IEng 2/3 yrs using CEng competences


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Technical Report ProcessTechnical Report Process

Submit qualifications and career outline

AAC review and invite TR, scope defined and Mentor appointed

Submit synopsis of TR

Synopsis approved with guidance given if necessary

TR prepared (essential Mentor involvement)

Submit TR + qualifications + career appraisal

TR reviewed by assessors

Interview on TR

Professional review

PR interview

Application, Submission &


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Application, Submission &

Reportspresented by

Dr Arthur WongCEng, FIMechE, HKIE, RPE

Professional Interviewer

Committee Member, Hong Kong Branch


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Application Process (UK-SPEC)

Application

Academic

Qualifications

Professional Development

&

Professional Competencies

Corporate Membership&

Professional Status

Professional Interview


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Flowchart to Corporate Membership (UK-SPEC)

ProfessionalTraining Application

AcademicQualifications

Assessed

ExemplifyingQualifications

Yes No

ProfessionalReview

ProfessionalReview

Interview

No

ProfessionalReview

Committee

Yes

AcademicAssessmentCommittee

FurtherLearningOptions

TechnicalReport

NotApproved

AcademicStudy

Technical ReportInterview

Approve

Yes

ApproveCorporate Membership

&Professional Status

Defer withRecommendations

Reject

AcademicStudy

Recommendations

No

Recommendations

ApplicantChoice

C A li i P


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Corporate Application Process

Documentation required

currently 4 - 6 months processing timeapplication formTraining report (to be replaced for IPD)

Professional Review ReportDevelopment Action Plan/Evidence of Continuing Professional Development

application fee appropriate to class applied for

Th A li i F


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The Application Form

Th A li i F


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The Application Form

S hi


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Sponsorship

IPD mentor ideally as main sponsorNormally should be Chartered Engineers acquaintedwith applicant and does not have to be an IMechEmemberAny registrant with the ECUK can sponsor plansBoth sponsors are required to be ECUK registrants orFEANI or Washington Accord qualified engineers.Sponsors are required to complete the Sponsors formwhich details the applicants competency.

Branches and Membership will help

M b t F ll


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Member to Fellow

Simple application form + submission of comprehensive CV.

Sponsors are not required to complete the sponsorform

CV + evidence of CPD submitted to Industrial Advisor

- possible recommendations are:interview (insufficient evidence provided)election to Fellow

not recommendedProfessional Review Committee

Alternati e Ro tes


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Alternative Routes

Mutual Recognition Agreements

Are in place with HKIE (Hong Kong), IEAust(Australia) and IEI (Ireland)Standard application form but no interviewrequired if sufficient evidence provided

Existing CEngs or IEngs

Standard application form but no interviewrequired if sufficient evidence providedSponsors are not required to complete the sponsorform

Professional Review Report


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A critical part of the application andshould identify where the candidate hasachieved the UK SPEC competencies i.e.A2, B3 etc.

Presentation and Communication skillsare assessed

Will form the framework for questionsduring the Professional Review Interview



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Contents

Introduction

Summarizing professional experience

and career development to date

Supplement information in the

application form


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Contents

Details

Organization Chart

Environmental AwarenessOccupation Health and Safety



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Development Action Plan

Sets out how the applicant intends tomaintain and enhance engineeringcompetence through personaldevelopment

Should include short, medium and long

term goals and how these are likely to beachieved



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Format of the ReportBe written in first person singular

Be between 2000 2500 words in length andtyped in double line spacing, single-sidedIdentify where UK SPEC competences have beenachieved

Not use acronyms, jargon or abbreviations

Be signed by a mentor, as main sponsor, or bysenior-in-charge

The Interview


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The Interview

presented by

Ir C Y FongCEng, FIMechE, FHKIE, RPE

Professional Interviewer

Hong Kong Branch

The Contents


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The Contents

Objective

Proforma

Basis

Interview Skills

What we are AssessingCommon Remarks for Unsuccessful Cases

The Interview


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The Interview

Interviewers assess the Professional Review Report before theinterview takes placeThe objective

An assessment of the applicants suitability as a QualifiedEngineer (Chartered Engineer or Incorporated Engineer)

The Interviewers

A structured meeting with two interviewers (Senior IMechEmembers)At least one interviewer should be of a similar registrationstandard sought by the applicant

The MeetingLast for approximately 45 minutes

Pro-Forma for the Interview


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Pro Forma for the Interview

Introduction

Competence in Engineering

Professional Conduct and Commitment

Development Action Plan

Closure


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Chartered Engineer (CEng)


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g ( g)

Use a combination of general and specific mechanicalengineering knowledge and understanding to optimisethe application of existing and emerging technology

Apply appropriate theoretical and practical methodsto the analysis and solution of engineering problems.

Provide technical and commercial leadership

Incorporated Engineer (IEng)


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p g ( g)

Use a combination of general and specialist engineeringknowledge and understanding to apply existing and

emerging technology

Apply appropriate theoretical and practical methods todesign, develop, manufacture, construct, commission,operate and maintain engineering products, processes,systems and services

Provide technical and commercial management

IEng & CEng


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g g

In addition, Incorporated and Chartered Engineers mustdemonstrate

Effective interpersonal skills

A personal commitment to professional standards,recognising obligations to society, the profession and theenvironment

Interview Skills


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Confidence

Competence

Preparation

Presentation

Ease


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Competence Requirements Evidence (Examples)


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Evidence (Examples)

Information ProvidedThe Professional Review ReportThe Training Record BookPresentation at the Interview

EvidenceDrawing / Design StudiesData Sets / CalculationsProject Plans / PhotographsComputer Programme / Project Reports etc.

What we are assessing? - CEng


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A - Knowledge and UnderstandingMaintains a sound theoretical approach in enabling the

introduction and exploitation of new and advancing technologyand other relevant developmentsEngages in creative and innovative development of mechanicalengineering technology and continuous improvement systems

B - Practical ApplicationIdentifies potential projects and opportunitiesConduct appropriate researchUndertakes design and development of mechanical engineeringsolutionsImplements design solutions and evaluates their effectiveness



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C - Technical and Commercial LeadershipPlans for effective project implementationPlans, budgets, organises, directs and controls tasks, peopleand resourcesLeads teams and develops staff to meet changing technical andmanagerial needsBrings about continuous improvement through qualitymanagement

D - Interpersonal SkillsCommunicates in English with others at all levels

Presents and discusses proposalsDemonstrates personal and social skills



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E - Professional Conduct

Complies with relevant codes of conductManages and applies safe systems of workUndertake engineering activities in a way that contributes tosustainable developmentCarries out CPD necessary to maintain and enhance competencein own area of practice, including a personal Development ActionPlan

Demonstrates involvement with the IMechE, other professionalengineering institutions, schools, colleges or other local communityactivities

What we are assessing? - IEng


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A - Knowledge and UnderstandingMaintains and extends a sound theoretical approach to the

application of technology in mechanical engineering practiceUses a sound evidence-based approach to problem solving andcontributes to continuous improvement

B Practical ApplicationIdentifies, reviews and selects techniques, procedures andmethods to undertake mechanical engineering tasksContributes to design and development of mechanicalengineering solutionsImplements design solutions and contributes to theirevaluation



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C Technical and Commercial Management

Plans for effective project implementation

Manages the planning, budgeting and organisation of tasks,people and resourcesManages teams and develops staff to meet changing technicaland managerial needs

Manages continuous quality improvement

D - Interpersonal SkillsCommunicates in English with others at all levels

Presents and discusses proposalsDemonstrates personal and social skills



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E - Professional Conduct

Complies with relevant codes of conductManages and applies safe systems of workUndertakes engineering activities in a way that contributes tosustainable development

Carries out CPD necessary to maintain and enhance competencein own area of practice, including a personal Development ActionPlanDemonstrates involvement with the IMechE, other professionalengineering institutions, schools, colleges or other local communityactivities

Common Remarks Unsuccessful Cases


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Unsuccessful Cases

Not able to

Applying original thought (A&B)

Having sound theoretical knowledge (A&B)

Having satisfactorily managerial responsibility(C)

Integrating well with other professionals andunderstanding their roles (C)


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Matching Process & Round Up


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presented by

Dr C W TsoCEng, FIMechE, FHKIE,RPE

Chairman of Membership SubcommitteeHong Kong Branch

Matching Process


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Career to Date

Names of employer

position held

dates and brief outline of responsibilities

in chronological order

Matching Process


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Professional Experience

Overview of present appointment

Brief outline of your organization

Detail your personal responsibilities

Matching Process


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Industry Classification

Specify your current areas of engineeringactivities

3 areas only

Matching Process


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Industry Classification


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Institution of Mechanical Engineers

Thank You

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20051104 HKB Presentation