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Managing Heritage Conservation Projects in Relation With Quantity Surveying Profession: The Case of Malaysia
Managing Heritage Conservation Projects in Relation With Quantity Surveying Profession: The Case of Malaysia
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Heritage buildings are deteriorating due to time, lack of care, high maintenance cost and lack
of comprehensive guidelines and understanding on the management practices. Conservation is
the only process that can protect heritage buildings from deterioration. Integrated teams of
highly qualified professionals have to be involved in conservation of heritage buildings. As
one of the main players in heritage conservation projects, quantity surveyors should develop
an in-depth knowledge of heritage buildings, conservation process, specifications and
requirements by local and international authority. Therefore, the aim of this paper is to
establish relationship of heritage conservation and quantity surveyor competency. This aim is
achieved through the following objectives; to identify the features of heritage buildings, to
identify the competency of quantity surveyors in heritage building conservation projects and
to establish relationships between heritage conservation projects and quantity surveyors’
competency. Quantitative method was chosen for this study. The respondents were from the
quantity surveyors who are registered with Board of Surveyors Malaysia and has experienced
in building conservation project. SPSS (Descriptive Statistic) and PLS were used to analyze
the data. Result showed that there is strong relationship between features of heritage building
and quantity surveyors’ competency.
85 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
They further added that quantity surveyor tends unknown and unforeseen circumstances in
to overlook the highly specialized works in conservation works that can easily compromise
conservation works and this resulted to the an initial cost estimate and adversely affect the
poorly prepared documents that have caused final cost prepared by quantity surveyors.
confusions, cost overruns, extension of time, Strategic decisions about budgets, overall
low quality of workmanship and creates programs and the selection of the contractor
contractual disputes during post contract stages. inevitably often have to be made before all of
Quantity surveyors must be competent in the details of the existing building are known
delivery their services in conservation of (Beckman & Bowles, 2004). Drury (2011),
heritage buildings. further added that practicing conservation must
be based on an understanding of the heritage
Nkado & Meyer (2001), highlights that values attached to a building or structure, how
competence can be described as an action, they are represented in its fabric and the effects
behavior or outcomes which a person should be on them of different approaches to conserve.
able to demonstrate, or the ability to transfer Letellier (2007) highlights that; concentration
skills and knowledge to new situation within a must be made on the physical nature of heritage
given occupational area. Whereas PMI 2002 as buildings and on the values conveyed by its
cited in Dada & Jagboro (2012) define structure and intangible aspect. Therefore, in
competence as a cluster of related knowledge, order to deliver quantity surveyors services
attitudes, skills, and other personal efficiently, it is crucial to understand why it is
characteristics that affects a major part of one's important to have a competent quantity
job, correlates with performance on the job, can surveyor in the area of heritage conservation.
be measured against well accepted standards,
can be improved via training and development 2.1 Nature of Heritage Conservation
and can be broken down into dimensions of
competencies. Complexity and uncertainty are inherent in all
construction, no matter what the size of the
Therefore, the aim of this paper is to project (Rahmat, Nordin, & Ali, 2005).
establish relationship of heritage conservation Conservation is increasingly recognized as a
and quantity surveyors’ competency. This aim complex process, playing an active, and at
is achieved through the following objectives; to times decisive, role in the life of an object,
identify the features of heritage building, to building and monument (Pye & Sully, 2007).
identify the competency of quantity surveyors Documentation of important historical places
in building conservation projects and to allows appreciation for the overall significance
establish relationships between heritage and importance of a place in the sense that they
conservation projects and quantity surveyors’ provide meaning, understanding, definition, and
competency. recognition of cultural significance and values,
which is the ultimate aim of conservation (Nur
2. HERITAGE CONSERVATION
Farhana Azmi, Faizah Ahmad & Azlan Shah
Ali, 2015). Building conservation works
It has long been stated that conservation is a
involved highly technical activities (Reyers &
multi-disciplinary process (Hegazy, 2014). He
Mansfield, 2001). Hegazy, (2014) added that
further added that, the care, protection,
conservation and management of heritage complexity in conservation project is embedded
in interdisciplinary nature of conservation
buildings and sites involve a wide range of
policy, work and planning which include a
professions from architects, surveyors and
whole team of professional. Complexity arises
archaeologists to historians, engineers, town
from the varied nature (through space) of
planners, landscapes architects, as well as
management professionals. Each of these conservation values, threats to conservation
disciplines not only makes a contribution to the values, heritage values and recreational values
(Jacobson, Carter, Hockings, & Kelman, 2011)
field of conservation, but also incorporates
In the last decade, conservation professionals
some aspect into the knowledge base of their
have responded, engaging in their own
own professional organization (Orbaşli &
exploration of the subjective, contingent and
Whitbourn, 2002). Lee & Lim (2010)
highlighted that; the delivery of quantity historically situated nature of conservation, but
surveyors services requires a strong at the same time highlighting the complex range
of processes involved (Jones & Yarrow, 2013).
understanding about intricacies of work related
Conservation projects by their nature often
to different professionals in conservation of
involve work that cannot be accurately
heritage buildings. Stenning & Evan (2007)
predetermine in terms of specification (Harun,
indicates that, there are substantial risks of
86 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
2011; Lee & Lim, 2010; Mansfield, J., & interim valuations including measurement of
Reyers, 2000). Therefore, a competent quantity variations and preparing final accounts
surveyor must understand clearly the difference (Surveyors, 2004). In preparing tenders for
of complexity of heritage conservation and new building conservation projects, therefore the
works. Conservation works need an in-depth quantity surveyor must carefully consider the
knowledge of heritage building, the specificity of non-standard items and demarcate
requirements of law and guidelines, the special the scope of unique conservation work (Lee &
techniques used and the technical specification. Lim, 2010). The nature of conservation works
is difficult to predict in terms of capacity,
Malaysia is a member of UNESCO's extent, specification and risky. Due to the need
Convention concerning the protection of the in providing quantity surveying basic services
World Cultural and Natural Heritage since therefore, a competent quantity surveyor in the
1998. In 7 July 2008, Malacca Historical City area of heritage conservation become more
and Inner City of George Town has been crucial.
declare and listed in UNESCO World Heritage
List as World Heritage Sites. UNESCO 3. RESEARCH METHODOLOGY
assessed three outstanding universal values
(OUVs) out of ten, which highlights to the The scope of this research is involving quantity
world a rare example of multiculturalism surveying firms that have experienced in
heritage that is both tangible and intangible and building conservation works. Questionnaire
also the unique meeting of various cultures at survey is the main research methodology
the historic ports cities of Melaka and George applied to achieve the research objectives. It
Town. As a state parties to the World Heritage was done in two stages. The first stage was to
Convention, Government of Malaysia have the identify quantity-surveying firms that have
responsibility to take appropriate legal, experienced in building conservation project by
scientific, technical, administrative and using fixed choice questionnaire.
financial measures to protect the heritage as Questionnaires were sent to three hundred
being mentioned in Basic Text 1972 (UWHC, thirty-seven (337) quantity-surveying firms
2005). Since that, conservation of heritage registered with the Board of Surveyors
buildings become a main agenda especially in Malaysia. They are required to reply YES for a
tourism industry whilst in practice, it become a firm that has experience in building
great demand (Harun, 2011).This may promise conservation works and NO for inexperience
the bright prospect of the heritage conservation firms. About two hundred ninety-seven (297)
and the professionals’ need to have knowledge firms replied the questionnaire, six (6) firms did
in this particular area (Azhari & Mohamed, not reply and thirty-four (34) firms were not
2012). Therefore quantity-surveying profession active. Out of two hundred ninety-seven (297)
is not excluded from this issue. Quantity firms who reply only forty-six (46) firms have
surveyor plays a great role as a conservation experienced in building conservation project.
specialist in producing estimate, preparing The second stage involved with the distribution
tender document, evaluation of contractor, of final questionnaire survey form to the
preparing payment and etc. Therefore, they experienced firms in building conservation
have to enhance knowledge in heritage project. Forty-nine (49) sets of questionnaires
conservation especially in heritage conservation were distributed to targeted respondents in
works. Malaysia by post and via the Internet. The
respondents were asked the features of heritage
2.2 Quantity Surveyors Scope of Basic building and competency of quantity surveyors
Services in building conservation project. The
respondents were instructed to complete the
To large extent, the scope of construction work questionnaire based on their experience in
will be the same for both new building and handling building conservation project. Data
conservation work (Lee & Lim, 2010). obtained from the returned questionnaire was
Referring to the Memorandum of Agreement sorted out and were analysed using Statistical
issued by the Board of Surveyors Malaysia the Package for the Social Science (SPSS) software
basic service provided by quantity surveyor in version 20.0 and Partial Least Squares (PLS)
building conservation works is similar with new version 2.0. Selected appropriate statistical tests
works. The basic services are; preparing were employed using the software, based on the
preliminary estimates and cost plans, preparing types of data and approach of hypothesis
bills of quantities and other tender documents, testing. The descriptive statistical test was used
preparing tender reports and contract for the data presentation and analysis. Partial
documents, valuing works in progress for
87 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
Least Squares Structural Equation Modelling by giving answer in a form of scale from 1
(PLS-SEM) is used to develop theories in this (very strongly disagree) to 7 (very strongly
present study. Ultimately, conclusions were agree). Educating conservation practitioners
drawn up to summarize the data gained from requires a clear career structure, where the
questionnaire survey and literature review. necessary ingredients are merged, involving
concepts and theory, scientific methodologies
4. ANALYSES AND DISCUSSION and field practices (Embaby, 2014). Therefore,
questions related to theoretical knowledge,
Forty-nine (49) questionnaire surveys were skills, practical experiences, interdisciplinary
distributed and the rate of response was 74%. knowledge and multidisciplinary collaboration
There are thirty-six 36) returned questionnaire in building conservation project were asked to
survey form. The respondents have to evaluate all respondents.
Table 1 shows result on mean, standard scores. This result is parallel with the
deviation, mode and ranking of the features of definitions of heritage in Basic text 1972
the heritage building. It can be seen that all (UNESCO, 2005), the definition of cultural
variables obtained the highest mode of 5 and 6. significance in Burra Charter (Charter &
Based on the highest mean scores ‘The Significance, 2013) and the definitions of
building has been listed as National Heritage monuments, building & structures in Hoi An
or Heritage Site’ have 5.53 mean scores and Protocols defined this category encompasses
this followed by ‘The architectural features of individual built heritage resources and
the building were very special’ which is 5.39, architectural complexes in their setting which
‘The building has Outstanding Universal are deemed to possess heritage significance
Value’ achieved 5.33 mean scores and the and have been or will be listed or declared for
‘The construction method of the heritage protection and conservation. (Engelhardt,
building was difference’ have 5.28 mean 2005).
88 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
Table 2 explains result on the quantity professional not only makes a contribution to
surveyor’s competency in heritage building the field of conservation, but also incorporates
conservation projects. Variables that obtained some features into the knowledge base of their
the highest mode (mode = 6) include ‘ability to own professional bodies.
decide in decision making process’ and ‘ability
to collaborated well with multidisciplinary Interdisciplinary approach should be
consultants’. However, based on mean scores adopted in terms of both structure of thought
value, the top three highest scores are ‘ability and educational program (Yurtsever & Cakir,
to decide in decision making process’, ‘ability 2012). The nature of conservation works
to exchange ideas’ and ‘ability to collaborated required the quantity surveyor to incorporate
well with multidisciplinary consultants’. The interdisciplinary thinking in addressing the
lowest mean score is ‘continuous training in needs in conservation works. This leads to
building conservation works. The results establishing relationships with different fields
confirmed findings from Ali, Rahmat, & and gaining wide thinking ability in addressing
Hassan, (2008), who highlighted about the problems or issues in the conservation project
ability to decide in decision making process (Smith, Gomez-Heras, & McCabe, 2008).
will have an implications to cost, quality, time They further added that interdisciplinary
and resource allocation of the conservation approach is the requirement for
projects. They further added that a good communication between disciplines,
decision-making requires informative recognition of the possible collaborations that
formulation, clear evaluation and quick stem from the integration of different strategies
reformulation of alternatives. Without and knowledge bases, an appreciation of where
adequate and correct data, it is impossible for other disciplines are coming from and a
the conservation professionals to have good willingness to learn and borrow from others.
decisions in conservation projects. This is
parallel with Hoi An Protocols where it clearly Next in the ranked is theoretical
states that decision regarding the type and knowledge. The results supported argument by
extent of intervention carried out in (Harun, 2011; Jones & Yarrow, 2013; Orbaşli
conservation works should only be taken after & Whitbourn, 2002) who emphasized on the
extensive research, expert discussion and importance of theoretical knowledge in
weighing of conservation options (Engelhardt, building conservation works where the area of
2005). works is wide ranging and complex.
Professionals are expected to be
The ability to exchange ideas ranked knowledgeable and this includes quantity
second in the analysis; Interaction is required surveyors. Theoretical knowledge on heritage
into integrate knowledge of different types and conservation will assist the quantity surveyor
from separate sources, contextualize the to understand the scope and sequence of works
available information and sustain learning over involved in building conservation works in
time (Jacobson et al., 2011). order for them to write a proper description in
the bills of quantities. This knowledge will
In the third rank is the ‘ability to help them in writing a precise and specific
collaborate well with multidisciplinary specification and preambles for building
consultants’. Findings by (Orbaşli & conservation. Besides that, it will also assist in
Whitbourn, 2002), confirmed that conservation pricing and controlling the cost of building
is a multi-disciplinary process. Suntikul & conservation works.
Jachna (2013), further added that, different
stakeholders bring different perspectives, Ability to communicate well with other
knowledge and expertise to the conservation professionals is ranked no. 7. It has been
process. They further added that the heritage recognized that good conservation are based
development can be grounded in a more on correct and adequate information
holistic understanding of its potential effects (Lourenço, Peña, & Amado, 2010). He further
and constraints, opportunities and threats, and added often there is no communication
multivalent base of knowledge and experience. between suppliers and users of heritage
Conservation of historic buildings and sites documentation. This lack of communication
involve a wide range of professions from means that records might be prepared with
architects, surveyors, engineers, building purposes much different from the purpose
surveyors, archaeologists, historians, town required by end users.
planners, landscape architects, as well as As one of the heritage professionals,
management professionals, etc. Each of these numerous skills are required especially in the
89 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
construction and design. They should be able variable is also important, as there is a shortage
to think creatively and find solution to the of local experts in building conservation fields.
problem. This result supported statement by Therefore, an urgent need for training is
(Buyukmihci & Yucel, 2012) who in the required at institutions of higher education.
opinion that numerous skills are required in The teaching staff dealing with heritage
conservation works especially in construction management and conservation training at
and design. Problems may arise if the quantity universities around the globe should cooperate
surveyor did not understands the construction with practitioners in the field in developing
process and did not foresees the hidden work heritage management training concepts. Burra
in conservation works (Lee & Lim, 2010). Charter and Hoi An Protocols emphasize the
Numerous skills will assist them in delivering need of training in conservation.
the basic services, especially in doing
measurement, preparing estimates, preparing Partial Least Square path-modelling version
bills of quantities, writing a specification and 3.0 was used to analyse relationship between
description. These findings does support Features of Heritage Buildings and Quantity
findings by Jones & Yarrow, (2013) and Surveyors Competency. Assessment on the
Orbaşli & Whitbourn (2002) that practical reflective measurement models includes
experiences is needed to support the theoretical composite reliability to evaluate internal
knowledge. This effort will reduce negligence, consistency, individual indicator reliability and
incompetency and become best-qualified average variance extracted (AVE) to evaluate
professionals to undertake such works. They the convergent validity. In addition, the
will be equipped with an essential knowledge Fornell-Larcker criterion and cross loadings
in understanding the heritage conservation are used to assess discriminant validity (Hair,
works particularly heritage buildings. J.F., Sarstedt, M., Hopkins, L., Kuppelwieser,
Even continuous training in building 2014).
conservation is the last in the ranking. This
Figure 1: Path Coefficient between Features of Heritage Buildings & Quantity Surveyors’ Competency
90 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
Figure 1 explains result on analysis done on scale because the convergent reliability is
the outer loading for the reflective below 0.40. QSC 4, QSC 7, QSC 9 and QSC
measurement model. All indicators under 10 have convergent reliability between 0.40
Features of Heritage Building (FHB 1, FHB 2, and 0.70 which have been accepted for this
FHB 3 and FHB 4) have a very high reliability paper since this research is an exploratory
(outer loading more than 0.70). Whereas research. . QSC 1, QSC 2, QSC3, QSC 5 and
indicators for Quantity Surveyors’ QSC 6 have convergent reliability more than
Competency show that indicator QSC 8 (outer 0.70.
loading: 0.225) should be eliminated from the
Table 4: Analysis on Reflective Measurement Models (Before and After Removing Indicator QSC 8)
Table 5 shows result on the Fornell-Larcker the model (Hair et al., 2014). Overall the square
criterion. According to the Fornell-Larcker roots of the AVEs for the reflective constructs
criterion, the square root of the AVE of each are all higher than the correlations of these
construct should be higher than the construct’s constructs with other construct in the path
highest correlation with any other construct in model.
91 Journal of Design and Built Environment, Special Issue 2017 Zolkafli, U.K. et al.
Table 6 explains analyses on the cross this present study all the indicator’s loading on
loadings of the reflective measurement model. a construct is higher than all of its cross
Discriminant validity is established when an loadings with other constructs. All model
indicator’s loading on a construct is higher than evaluation criteria have been met, providing
all of its cross loadings with other constructs. In support for the measures reliability and validity.
Figure 2: Path Coefficient between Features of Heritage Buildings & Quantity Surveyors’
Competencies (after removing indicator QSC 8)
Figure 2 shows the outcome of PLS-SEM the nature of conservation works have made
Algorithm after it was re-calculated. The scope of quantity surveyors’ basic services
coefficient of determination, R2, is 0.338 for more challenging and difficult. Professional
the Quantity Surveyor’s competency. This especially the quantity surveyor needs to have
present study shows that features of heritage a special knowledge and skills in heritage
buildings substantially explain 33.80% of the conservation. In delivery their main basic
variance in quantity surveyor’s competency. services as a quantity-surveying consultant of
The inner model shows that a feature of the conservation project, knowledge of the
heritage building has 0.581 effects on Quantity building condition, material, technology and
Surveyor’s Competency in Heritage Building histories need to be known. A combination of
Conservation Project. The present study shows theoretical and practical knowledge in
that the path relationship between features of conservation will enhance the knowledge and
heritage buildings and quantity surveyor’s skills of quantity surveying, especially in the
competency has a strong positive relationship measurement, estimating, economic and
and it is statistically significant. construction technology for building
conservation works. This will enhance the
knowledge base, especially in building
5. CONCLUSION conservation works for the quantity surveyors
and will assist them in delivering effective and
The nature of the heritage building and the efficient basic services in this field.
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