Chartered Surveyor

The occupations covered by this standard are associated with surveyors acting on behalf of clients or employers. The types of surveyors included are:

  • Building Surveyors
  • Commercial Property Surveyors
  • Residential Property Surveyors
  • Planning and Development Surveyors
  • Rural Surveyors
  • Minerals and Waste Management Surveyors
  • Valuation Surveyors Consultant (Professional) Quantity Surveyors
  • Consultant (Professional) Project Management Surveyors

The main duties and tasks of a surveyor are:

  • To provide professional advice and recommendations to clients relating to land, property or construction
  • To manage client instructions from engagement to completion
  • To liaise with other professionals
  • To negotiate contracts and prices
  • To analyse data relating to land, buildings or construction
  • To follow due diligence in providing advice to clients
  • To undertake detailed inspections of buildings, land or construction
  • To analyse information from inspections or visits to buildings, land and construction sites

Skills

Core Skills:

  • Information management: Provide data, information and advice for clients relevant to the surveying discipline
  • Health and safety: Recommend solutions to ensure safe and secure working environments
  • Construction technology: Provide advice relating to the construction technology of buildings and their materials
  • Law: Negotiate and agree terms for acquisition/disposal of property, standard forms of building contracts or other property related contracts and liaise with legal advisers
  • Consultancy: Manage client instructions from engagement to completion  

Optional Skills. Choose two from the following:

  • Valuation and appraisal: Prepare capital and rental valuations for a range of formal and appraisal purposes and prepare client reports
  • Building surveys: Provide advice and recommendations to clients relating to building surveys
  • Land, property and planning law: Negotiate solutions to issues affecting both owners and occupiers of land and real estate including at least two of management, sales, lettings, purchase and/or planning
  • Tendering and procurement: Provide advice and recommendations as to appropriate procurement routes and manage the tendering processes relevant to them
  • Costing and cost planning of construction work: Undertake the detailed quantification, costing and cost planning of complex construction works  

Knowledge

Core Knowledge:

  • Law: Explain the law and the role of legal advisers relating to either acquisition/disposal of property, standard forms of building contracts or other property related contracts
  • Information management: Describe the methods and techniques for providing information, data and advice to clients
  • Finance: Describe accounting procedures and explain methods for obtaining and managing finance
  • Health and safety: Explain how to ensure safe and secure working environments for self and others
  • Sustainability: Explain how to embed sustainability into projects and how to influence client behaviour
  • Construction Technology: Describe the technology of complex buildings including materials
  • Consultancy: Explain how to manage client relationships   

Optional Knowledge. Choose two from the following:

  • Applied valuation and appraisal: Describe how to undertake complex valuations and the requirements for valuation reporting
  • Building pathology: Describe the detailed pathology of buildings and the related defects, causes and remedies
  • Land, property and planning law: Define how land law, the law of landlord and tenant and planning law affects the occupation, management and use of buildings and land
  • Procurement and contracts: Explain when different forms of procurement and tendering are appropriate and the clauses of building/infrastructure contracts
  • Costing and cost planning of construction works: Explain the detailed quantification and costing of construction works and the methods of cost planning that can be applied

Behaviours

  • Provide a high standard of service: Always ensure your client, or others to whom you have a professional responsibility, receive the best possible advice, support or performance of the terms of engagement you have agreed to and ensure you always give attention to detail
  • Act in a way that promotes trust in the surveying profession: Act in a manner, both in your professional life and private life, to promote you, your firm or the organisation you work for in a professional and positive way.
  • Act with integrity: Always be trustworthy, open and transparent. Respect confidential information of your clients or potential clients and do not allow bias, conflict of interest or the undue influence of others to override your professional or business judgments or obligations. Always act consistently in the public interest when making decisions or providing advice.
  • Treat others with respect: Treat everyone with courtesy, politeness and respect and consider cultural sensitivities and business practices.
  • Take responsibility: Always act with skill, care and diligence and deal with any complaint in an appropriate professional manner

Entry Requirements

The entry requirement for the apprenticeship will typically be a minimum of three A2 levels at Grade C or higher or their equivalent or a Level 3 apprenticeship in a construction or property related discipline but the final decision is that of each employer. 

Duration

The apprenticeship will typically be undertaken over five years. 

Professional Qualifications / Recognition

The apprenticeship standard is at Level 6.

Successful apprentices will achieve a degree in Surveying and full chartered membership of the RICS. The degree will incorporate vocational and academic elements. 

Apprentices without level 2 English and Maths will need to achieve this level prior to taking the end-point assessment.

Successful apprentices will become chartered Members of the Royal Institution of Chartered Surveyors (MRICS). 

Originally published on Gov.uk, this information has been re-used under the terms of the Open Government Licence.

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