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Professional Experience Route
Applicant Handbook: Submission
02 APPLICANT HANDBOOK: SUBMISSION . Any dispute arising out of this publication is subject to the law and jurisdiction of England and Wales. including full copyright or publishing right. are owned by RICS. content and design. except where otherwise described.Contents Submission Overview 03 Preparing a competency statement Preparing a case study Recording your CPD Organisation chart RICS assessment 04 06 06 07 07 Result 07 Referral 08 Appendix Submission checklist 10 Published by: RICS Education and Qualification Standards All rights in this publication.
Submission This handbook guides you through the second stage of the Professional Experience Route to membership. several projects Approach to take of competencies in your submission. you must select seven technical competencies. Your competency statements and case studies will be assessed against your chosen seven technical competencies and the mandatory competencies. From that list of competencies. you may be questioned on the full range of competencies required for the pathway in your final assessment interview. RICS advise you to draft your evidence as a word-processed document. One competency. If there are fewer than seven. Example The pathway has four core competencies. • Choose the required number of optional competencies to make the total up to seven. you only need to choose seven. several competencies Each competency statement allows you to show how you have developed depth of knowledge and practical ability throughout your career for one specific technical competency. Once you have submitted your evidence. You must provide the following written evidence • seven competency statements • two case studies • CPD record • organisation chart. Ideally the contents of the statements will be drawn from your education/ training and your work on a number of projects. For your submission. three to level two and two to level one. Overview 03 APPLICANT HANDBOOK: SUBMISSION 03 . • Choose from the core competencies. you must choose all four of the core competencies. At the application stage you chose your pathway and then assessed yourself against the full list of competencies for that pathway. It is important that your submission provides an accurate representation of your capabilities as these will be fully tested and cross-referenced in a face-to-face final assessment interview that ultimately determines whether you have met the competence requirements. and copy and paste it into the submission template. an RICS assessor will decide whether you have demonstrated your competence sufficiently to be able to progress to the final interview stage. Although you are only providing evidence for a specified number You will submit this evidence electronically. The optional competencies must be at the highest level required for the pathway. which requires you to submit written evidence to demonstrate your level of competence. The final interview step is only open to those who meet all the requirements indicated in this handbook. from the optional competencies. and requires you to select. The focus of a case study is on one specific project. One project. Choosing your competencies You will need the relevant pathway guide with you to complete this. The project you choose should allow you to demonstrate a range of technical and mandatory competencies. Before completing the submission you will have paid a nonrefundable assessment fee that covers this process and a final assessment interview. follow the criteria below. plus three to level two from the list of optional competencies. If there are more than seven. The case studies allow you to demonstrate your competence from another approach. and how you used the competency skills to achieve a successful outcome.
you must write a statement of 300–500 words. With ten years’ experience. as a broad-based practitioner). Bear in mind that when you are approved for final assessment your competency statements and the assessor’s report may be used by the final assessment panel to structure the interview and identify topics for questioning. and must enter your statements showing how you have achieved the required levels. but that you are operating at a level with considerable personal responsibility for decisions that have a significant effect on clients (i. You should demonstrate progression beyond what would normally be expected of a new graduate in a first role. or becoming involved in contributing to the work of another professional body.e. together they should provide the assessor with an overview of your career. You must identify the competency. Once you have completed the statements you should review them together. you may have progressed in a number of ways: you may • be covering a broader range of projects and duties • have moved up the management structure • have become a specialist. In addition to showing your abilities in individual competencies. Competency name: Competency reference number: Competency level: Context Level 1 – Evidence to demonstrate your knowledge and understanding Level 2 – Evidence to demonstrate practical application of your knowledge and understanding Level 3 – Evidence (if required) to demonstrate the reasoned advice you have given to clients 04 APPLICANT HANDBOOK: SUBMISSION . as a technical operative). Your competency statements are expected to reflect this. For example. with five years’ relevant experience you should be able to demonstrate that you are undertaking work that reflects a broad range of the competencies for the pathway.Submission Preparing a competency statement For each of the seven competencies you have selected. the work that you do and the levels you are working at. RICS is not looking simply for evidence that you can do a surveying-related job (i. but be working under less supervision and leading on some projects or accounts. The competency statement template below is made up of five sections. provide contextual background if you wish. focusing on one particular area but demonstrating considerably more expertise • be covering the same work since your career started.e.
Similarly. The following may help you to structure your statements: • Refer to projects you have been involved in. Practical application (level 2) Show how you have put your knowledge and understanding into practice. • Explain how your involvement demonstrates your practical competence.]. It is not impossible to achieve the required standard by a combination of learning methods but you will need to make a strong argument if you are suggesting this. The advice should be predominantly your individual responsibility. academic study. if this is the case. APPLICANT HANDBOOK: SUBMISSION 05 . you will need to provide extensive evidence in the rest of the statement to show that you have achieved sufficient responsibility to put knowledge into practice at the level RICS would expect of a professional member. distance learning. The advice should have significant. financial or strategic implications for the client. In order to reduce the number of words used. and when. It should demonstrate that you are working with minimum supervision.Context The purpose of this section is to describe briefly the context of your statement. You may have participated in a training programme developed by your employer or in partnership with a training provider. Reasoned advice (level 3) Where you have indicated you are at level 3 or the pathway requires level 3 to be achieved. This may have been through formal education and/or formal training in the workplace or work-based learning. If your degree is relevant to your chosen pathway. Formal training could include online courses. capacity) or location (local. structured learning or mentoring. levels. if necessary. worldwide). short in-house training courses or CPD events would be unlikely to provide enough theoretical learning to support a level 2 or 3 competency. but you should include some brief detail. across the breadth of activities required to be proficient. you may have developed your knowledge and understanding through targeted formal training. You can describe companies. small). international. For example: “The first role in which I had experience of this competency was [job A]. rather than collective. explain the reasoned advice you have given to clients. • Describe your own role. It allows you to set the scene with details of your career and does not count towards your word count. to ensure that the assessor can be confident the education/ training is relevant to the competency. day-release programmes. It will rarely be possible for an applicant to have gained the level of knowledge required for RICS membership solely from on-the-job experience.]” Knowledge and understanding (level 1) Explain what learning/training you have done. buildings or land in financial terms (revenue. in which I was called on to […. Briefly review your career and the activities you have performed that are relevant to this competency. you can draw on this to indicate how you have gained the required knowledge. • Identify the type of client – but be aware of your clients’ confidentiality. Provide examples that describe the nature of the advice. in-house seminars or workshops. to gain level 1 in the competency. value) or in terms of size (large. and should be given on behalf of your firm in order to fulfil your contractual obligations to the client. you can provide a list. area (floor size. Alternatively. I then progressed to a level in [job B] in which I was required to […. the options you considered and the outcome.
Your CPD record is a log and evaluation of the learning activities that have built up (and will build up) your skills towards your mandatory and technical competencies. It is essential to achieving and maintaining RICS membership. Learning activities can include Private learning: reading. This allows you to set the scene with some details of your career and does not count towards your word count. structured manner and be based on a process of selecting. Organised learning: a learning event provided by a training company. List the technical competencies and mandatory competencies demonstrated in each case study in the box provided in the case study template. plans and appendices. Additional documents should be attached only if they are directly relevant to the competencies you are demonstrating in your case study. This may include in-house training courses or events put on by your employer. You must refer to a minimum of 20 hours of training and development for each 12-month period. Bear in mind that you will use one of your case studies to make a 10-minute presentation to the final assessment panel. planning and evaluating the activities. Work-based learning: training provided in your workplace. reading. The assessor will look at the competency statements and case studies individually. Recording your CPD You must list the continuing professional development (CPD) you have completed over the past 12 months and the CPD you have planned for the next 12 months.Submission Preparing a case study You must write two case studies of 500–1. instruction or mentored practice in new tasks. online learning or similar which you have undertaken independently. Undertaking CPD is a commitment to the continual updating of knowledge and skills throughout your professional life in order to remain competent. study or online learning required by your employer in order to equip you for your role. Review all your written evidence together before you submit it.org/cpd 06 APPLICANT HANDBOOK: SUBMISSION 06 . but they should meet the standard of writing expected in a professional report prepared for a client. optional. While writing the case studies you should be aware of what evidence you have already provided in your competency statements and ensure that the level and scope of activities you are describing is consistent with the claims you made in your competency statements. and an understanding of the ethical dimensions of your work. The template also provides a text box for you to describe briefly the context. You may attach illustrations. Your case studies should demonstrate as wide a range as possible of your technical competencies and the mandatory (general business) competencies. Each case study should focus on a single project or piece of work undertaken in the last 24 months where you played a leading role in terms of any or all of the following • implementation • management (where applicable) • decision making • problem solving • strategy • client relationship management. optional competencies) • a range of business skills (mandatory competencies) • the level of your responsibility • at least one example of personally giving reasoned advice to a client for a level 3 competency. if you wish.rics. and make sure there are no gaps or contradictions. You should be confident that each case study demonstrates the following • your understanding of the competencies (core. It should be gained in a systematic. mandatory competencies) • at least two technical competencies (core. provided they can be scanned and uploaded.000 words each. The content of your case studies is more important than the style. but which develop your skills. but will also take a holistic view. Other: activities which do not fall into one of the previous three categories. college or similar. You can find out more about the RICS requirements for CPD by visiting www.
Organisation chart You must provide an organisation chart that clearly shows your own position. 07 APPLICANT HANDBOOK: SUBMISSION 07 . Referred You will be notified that you have not demonstrated the required competency standards and will be advised of the steps to take in order to achieve them. which include completing an online ethics module and test (to be completed in your own time) before your final assessment interview is scheduled. If they do. The report may include pointers about areas you need to focus on before your final interview. RICS assessment Your submissions will be read and assessed by a trained assessor who is an RICS member specialising in your field of practice. and your place in the structure both of your immediate department and the organisation as a whole. You will be advised of the next steps. The assessor will consider the totality of the evidence you have provided. Any counter-proposals will be assessed by RICS and a response provided within ten working days. The assessor must decide whether. to the required level. You will receive a feedback report within 20 working days giving you prescribed actions to complete before you can proceed to interview. You then have ten working days to • notify RICS by email that you accept these actions. or • make any counter-proposals to the assessor by email. before you can proceed. You will be informed of the result by RICS in an email with a feedback report attached within 20 working days. Result The result of this stage of the assessment process will be either that you have passed or been referred. RICS will make arrangements to manage them. Passed Use the submission checklist (see appendix) before you submit your written evidence to ensure the submission meets the basic requirements. and performs a gap analysis. including ethics. Before the assessment date. Assessors have a range of solutions they can recommend to you. the assessors will check your submissions to determine whether any conflicts of interest exist. however. This includes • application form • competency statements • case studies • CPD record • organisation chart. the main judgement is about your technical competencies. The assessor will also consider your mandatory competencies (general business skills). The assessor considers all your evidence against the competency requirements for your pathway. you have demonstrated a suitable profile and level of competence to proceed to your final interview. together with a timetable. At this stage. Any area highlighted is likely to be tested further at the final assessment interview. You are being assessed on seven technical competencies: you will have to show that you have achieved all of them. on paper.
Other providers may be suitable but you will have to demonstrate that the learning you have undertaken is from an appropriate source. with third-party confirmation where necessary. RICS has a network of universities offering accredited courses: they will normally be your first choice of provider for appropriate modules. Ideally. depending on how great the gap is. Ultimately. • submit new competency statements/case studies in place of the unsatisfactory ones. You will have the opportunity to propose alternative actions but the assessor has no obligation to accept them. Resubmitting for assessment The requirements for resubmitting will be dependent on how many of your competency statements and case studies have been assessed as satisfactory. If you are proposing anything different from what the assessor recommends. The feedback report will advise you what documents you need to resubmit once you have completed the prescribed actions. or Practical application If you have not provided evidence of sufficiently broad and high-quality experience to demonstrate practical application of one or more technical competencies. The assessor and RICS staff will be able to help by providing you with details of the provision available. You will either 08 APPLICANT HANDBOOK: SUBMISSION 08 . for a level 3 technical competency. • provide evidence that you have completed the prescribed actions. you must make your proposal to RICS and have it approved by the assessor before going ahead. you will understand why the prescribed actions are necessary and how they will improve your chances of success when you resubmit for assessment. you will have to demonstrate. you will need to agree a plan and timetable as above. you will need to agree a plan with the assessor and your employer to show how you can be exposed to the necessary range and quality of work. before you can be interviewed. and covering the right subject areas. that you have taken reasonable steps to gain that knowledge through academic or other study. The assessor will recommend learning provision to suit your needs. In the competency statement you should explain how the action demonstrates your competence at the levels required. Addressing the gaps Knowledge and understanding If you have not provided evidence of the underpinning knowledge and understanding for one or more technical competencies. which have been identified by the assessor. You will agree a timetable with the assessor showing how long this is expected to take before you can resubmit for assessment. Reasoned advice If you have not provided evidence of giving reasoned advice to clients.Submission Referral Assessor feedback report The feedback report will include • a summary of the competencies you have yet to achieve • a decision on your case studies (satisfactory or unsatisfactory) • prescribed actions that you must complete • a timetable to complete the actions. at a high enough level. You can use the initial text box to briefly describe the action you have taken and when. If you are submitting new competency statements or case studies you must reference the actions you have taken to address the gaps that were identified by the assessor. the feedback report indicates the gaps in your experience. ranging from full courses to individual modules.
The assessor may. You will not be prevented from going forward simply on the basis of these non-technical competencies. identify any that have not been covered. Mandatory competencies The assessor will make a preliminary assessment of your mandatory competencies. You will have 21 days from the date of the results letter to make an appeal. Timetable If you exceed the timetable by six months or more. 09 APPLICANT HANDBOOK: SUBMISSION 09 . however. Appeals process You have the right to appeal against the assessor’s decision. or where your evidence does not look particularly strong. Bear in mind that in your final interview you may be asked questions on the broader range of competencies for your pathway. you will not need to submit any more evidence on the banked competencies or case studies. Provided you complete the prescribed actions within the timetable set in the feedback report.Banking competency statements and case studies Competency statements and case studies assessed as satisfactory are banked. This will help you work on these competencies before your final interview – in which any or all of them may be covered. You will also be required to pay another full assessment fee. including ethics. you will have to submit evidence for the full range of seven technical competencies and provide new case studies to ensure you are providing up to date examples that reflect your current work. RICS staff can provide you with guidance on the appeals procedure.
Checks for the case studies • context section completed (optional) • case study focuses on only one project or piece of work • project/work was undertaken in last 24 months • two technical competencies are demonstrated (minimum) • one mandatory competency is demonstrated (minimum) • your level of responsibility is demonstrated Checks for all submissions • accurate spelling. reference is made to a range of projects and practical application of skills • for level 3. qualifications or training • for level 2. Checks for the CPD record • 20 hours is recorded for previous 12 months (minimum) • 20 hours is recorded for next 12 months (minimum) 10 APPLICANT HANDBOOK: SUBMISSION 010 . • one example of level 3 technical competence (reasoned advice) is demonstrated for a level 3 competency (minimum) • client confidentially is upheld • technical and mandatory competencies covered are listed beneath each case study • word count is between 500 and 1. reference is made to education. punctuation and grammar • writing style is professional. Checks for the competency statements • chosen technical competencies meet the criteria set out in applicant handbook • activities cover a broad range of competencies. examples are provided of advice given to clients • client confidentially is upheld • word count is between 300 and 500 words per statement.Appendix Submission checklist Your submission must include • seven competency statements • two case studies • CPD record • organisation chart. • competency name and reference number completed correctly • competency level correctly identified according to pathway requirements • context section completed (optional) • statement demonstrates competence at each level required • statement is closely linked with competency definitions and examples given in pathway guide • for level 1.000 words per case study. Checks for the organisation chart • your position is demonstrated • structure of your department is demonstrated • structure of the organisation is demonstrated.
011 APPLICANT HANDBOOK: SUBMISSION 11 .
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