RICS Requirements and Competencies Guide: August 2018

RICS Requirements and
Competencies guide
August 2018
Published by: RICS, Parliament Square, London SW1P 3AD.
All rights in this publication, including full copyright or publishing right, content and design, are owned by
RICS, except where otherwise described. Any dispute arising out of this publication is subject to the law
Date published: June 2018, Version 1.2 and jurisdiction of England and Wales
RICS Requirements and Competencies guide 2

RICS Requirements and
Competencies guide
Section one
Introduction .......................................................................................................................................... 5
About the competencies ......................................................................................................................... 5
Chartered designations ........................................................................................................................... 5
Valuer Registration .................................................................................................................................. 5
Section two
Mandatory competencies ................................................................................................................... 6
Section three
Pathway competencies ..................................................................................................................... 23
Building Control..................................................................................................................................... 23
Building Surveying................................................................................................................................. 24
Commercial Real Estate......................................................................................................................... 25
Corporate Real Estate............................................................................................................................ 26
Environmental Surveying........................................................................................................................ 27
Facilities Management............................................................................................................................ 28
Geomatics.............................................................................................................................................. 29
Infrastructure.......................................................................................................................................... 30
Land and Resources.............................................................................................................................. 31
Management Consultancy..................................................................................................................... 32
Minerals and Waste Management.......................................................................................................... 33
Personal Property / Arts and Antiques................................................................................................... 34
Planning and Development.................................................................................................................... 35
Project Management.............................................................................................................................. 36

Property Finance and Investment........................................................................................................... 37
Quantity Surveying and Construction..................................................................................................... 38
Research................................................................................................................................................ 39
Residential............................................................................................................................................. 40
Rural...................................................................................................................................................... 41
Taxation Allowances............................................................................................................................... 42
Valuation................................................................................................................................................ 43
Valuation of Businesses and Intangible Assets....................................................................................... 44
Section four
Competency list and descriptors ........................................................................................................... 45

1 2 3 4
Introduction
RICS’ pathways and competencies define the
knowledge, skills, experience and competence
Each competency is defined at three levels of
attainment. You must reach the required level in Chartered designations
required to become a chartered surveyor. a logical progression and in successive stages: Some pathways allow candidates to achieve
Candidates must achieve a set of requirements and Level 1 – knowledge and understanding an optional chartered alternative designation in
competencies. These are a mix of technical and Level 2 – a
pplication of knowledge addition to the Chartered Surveyor title. These
professional practice, business, interpersonal, and designations are listed in each pathway guide
Level 3 – reasoned advice, depth and synthesis
management skills. where appropriate.
of technical knowledge and its implementation
The technical competencies undertaken will Where a pathway-specific designation is not listed,
The competencies are in three distinct categories:
depend on your pathway. successful candidates are entitled to use the
Mandatory – The personal, interpersonal, Chartered Surveyor title.
professional practice and business skills common
About the competencies
The competencies are presented in a generic way
to all pathways and mandatory
for all candidates. Valuer Registration
so they can be applied to different areas of practice Technical core – The primary skills of your Valuer Registration is an independent system
and geographical locations. It is important that you chosen pathway. of regulatory monitoring by RICS. If you wish to
interpret them within the context of your own area Technical optional – Selected as additional become an RICS Registered Valuer you must
of practice or specialism and location. skill requirements for your pathway from a list of achieve either the Valuation or Valuation of
competencies relevant to the area of practice. businesses and intangible assets competency
The contextualisation of the competencies for
to Level 3.
your area of practice as well as examples of the
likely skills, knowledge and experience required to
demonstrate the competencies are set out in the
individual pathway guides.

1 2 3 4
Mandatory competencies
All candidates must achieve the defined level of the Senior Professional Assessment Mandatory competencies may also appear in
mandatory competencies. These competencies
There are three additional professional some pathways as technical competencies. If
are necessary for all RICS professionals.
competencies for the Senior Professional so, this will be shown in the technical core and/
Level 3 assessment which must also be achieved or optional competency lists for the pathway
• Ethics, Rules of Conduct and to Level 2. and will need to be achieved to a higher level.
professionalism
• Leadership
Level 2
• Managing people
• Client care
• Managing resources (excluding human
• Communication and negotiation
resources)
• Health and safety
Level 1
• Accounting principles and procedures
• Business planning
• Conflict avoidance, management and dispute
resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

Mandatory competencies 1 2 3 4
Ethics, Rules of Conduct and professionalism

Description of competency in context of this sector
This competency covers your professionalism. It requires you to understand the role of RICS and how it works. As your regulating body, you must have a thorough knowledge of its regulations, rules of conduct and
ethical code. You should understand your role as a professional and society’s expectations of professional practice. You should also understand the general principles of law and the legal system, as applicable in your
country of practice.
Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the role and Provide evidence of practical application in your area of practice, Provide evidence of application of the above in your area of practice
significance of RICS and its functions. Your personal professional role being able to justify actions at all times and demonstrate personal in the context of advising clients.
and society’s expectations of professional practice and RICS code of commitment to the rules of conduct, ethics and RICS standards.
conduct and conduct regulations, including the general principles of
law and the legal system, as applicable in your country of practice.
Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The structure of RICS • Your involvement with RICS • Dealing with a complaint
• RICS’ global and professional ethical standards • Identifying a conflict of interest • Handling client’s money
• Mandatory Professional Statements e.g. Conflicts of Interest • Transparency in professional fees • Setting up professional indemnity insurance
• Guidance notes and their status • Checking terms of appointment for compliance with RICS rules • Registration of a firm with RICS.
• RICS’ CPD policy • Handling gifts and hospitality
• The role of Professional Groups • Complying with RICS’ CPD policy for members
• Bodies within the RICS e.g. Matrics, LionHeart • Checking your employer’s compliance with RICS rules for firms.
• Rules of conduct for members
• Rules of conduct for firms
• Policy documents
• RICS Bye-laws
• Government, legislation and regulation
• Common law
• Relevant case law.

Client care
This competency covers how a surveyor meets a client’s brief in respect of a specific appointment and how they deal with a client from a business and professional perspective.
The term “client” as it is used in this competency means not only the contractual party who has appointed the surveyor, but also all of the stakeholders in a project with whom the surveyor has to engage.
This competency is closely linked to Ethics, Rules of Conduct and professionalism, which defines professional behaviour and sets out some mechanisms for protecting clients.

Demonstrate knowledge and understanding of the principles and Provide evidence of practical application of the principles and Provide evidence of reasoned advice given to clients and others.
practice of client care including: practice of client care in your area of practice.
• The concept of identifying all clients/colleagues/third parties
who are your clients and the behaviour that is appropriate to
establish good client relationships
• The systems and procedures that are appropriate for managing
the process of client care, including complaints
• The requirement to collect data, analyse and define the needs
of clients.
• The information contained within a client’s brief • Establishing a client’s objectives • Developing tailored proposals linked to business strategies
• Defining your scope of services within the limits of your • Confirming a client’s brief • Presenting a prioritised and informed brief to enable
competence and PI insurance • Establishing a scope of services decision-making
• How fees are established • Calculating fees for professional services • Value management with stakeholders to ensure delivery
• The use of standard forms of appointment • Compiling an appointment document against client expectations
• Mechanisms contained within an appointment document • Establishing project stakeholders and their status • Advising on the need for statutory and other consents
• Insurance requirements (legal and RICS) and approvals
• Setting up communication systems with a client and
• How stakeholders are identified and how their status within the stakeholders • Presenting alternative proposals including option appraisals
project is established • Issuing reports to a client e.g. cost reports • Presenting outline schedules of work
• Formal communication systems with clients and stakeholders • Dealing with a complaint • Agreeing the level of fees with a client
• Complaints handling procedures • Measurement of KPIs • Issuing an appointment document
• Key Performance Indicators (KPIs) • Analysing the data gathered through the client briefing process • Ensuring insurances are in place
and formulating a detailed client brief • Setting performance levels and KPIs
continued on next page

Client care (continued)

• The methods of data gathering during the inception stage of a • Consulting with the statutory authorities on the consents and • Monitoring compliance with the scope of services
project including client briefings and site-based information other approvals required • Monitoring performance internally and externally against
• The law applicable to your area of practice, in particular those • Preparing alternative outline design proposals, including client/stakeholder performance levels
relating to employment law, statutory compliance, consents option appraisals • Reporting to clients and stakeholders
and approvals • Preparing outline schedules of work • Using KPIs to improve performance.
• The principles of the preparation of alternative outline proposals, • Assessing client relationships, team performance and
including the methodology of preparing option appraisals stakeholder interfaces on international projects.
• The principles of preparing outline schedules of work.

Communication and negotiation

This competency covers the way in which a surveyor communicates, in writing, graphically and orally. It also looks at the process and strategy of a negotiation. Effective communication is a fundamental aspect of
professionalism and candidates must be able to communicate complex technical matters to both technical and non-technical people in a clear fashion. Negotiation is a regular part of a surveyor’s work and this
competency deals with taking a systematic approach to achieving a satisfactory conclusion.

Demonstrate knowledge and understanding of effective oral, Provide evidence of practical application of oral, written, graphic Provide evidence of evaluation of your communication in a variety
written, graphic and presentation skills including the methods and and presentation skills that are appropriate in a variety of situations, of situations.
techniques that are appropriate to specific situations. specifically including where negotiation is involved.
• Good grammar and spelling • Writing letters or other formal documents • Issuing reports to clients
• The etiquette of written communication in emails, letters • Compiling a report • Producing in-house management communications
and reports • Compiling minutes of meetings • Chairing meetings
• Common formats for reports • Producing pricing documents • Conducting interviews
• Presentation of figures and data using spreadsheets, graphs • Delivering reports at meetings • Presenting at seminars
and charts • Taking part in interviews e.g. for contractor selection • Public speaking on behalf of your business
• How to deliver a report at a meeting • Giving presentations to staff or project teams • Agreement of fees with a client
• How to structure and deliver a presentation • Negotiating a loss and expense claim, extension of time, • Advising on complex negotiations or disputes e.g. claims for loss
• Establishing your objectives and strategy for a negotiation acceleration programme, contract sum or final account and expense.
• The process of negotiation. • Agreeing the value of an instruction.

Health and safety

This competency covers the relationship between the work of the surveyor and health and safety issues. Candidates should understand the legal, practical and regulatory requirements. They should have a detailed
understanding of the health and safety processes and guidelines used to achieve this.

Demonstrate knowledge and understanding of the principles Apply evidence of practical application of health and safety issues Provide evidence of reasoned advice given to clients and others on
and responsibilities imposed by law, codes of practice and other and the requirements for compliance, in your area of practice. all aspects on health and safety.
regulations appropriate to your area of practice.
• Personal safety on site and in the office • Obtaining formal health and safety qualifications including first • Giving reasoned advice on and/or taking responsibility for
• Procedures imposed by law aid, industry specific or nationally recognised qualifications health and safety issues relating to:
• Specific regulations relevant to your area of work • Being involved with specific roles and responsibilities within the – Impact of design on construction
e.g. Fire safety standards various regulations – Alternative construction processes
• The impact on health and safety of: design, construction • Being involved in specific health and safety audits/reviews – Impact of design on occupation and maintenance
processes, building maintenance • Reviewing health and safety proposals as part of a – Undertaking risk assessments
• Health and safety training requirements as it relates to the contractor’s tender. – Advising on current legislation
employment of staff. – Advising on adequacy of health and safety allowances
within tenders.

Accounting principles and procedures

This competency covers the basic principles of accounting and the interpretation of company accounts in order that reasoned advice can be given to clients.

Demonstrate knowledge and understanding of accounting Provide evidence of interpretation of company accounts and balance Provide evidence of reasoned advice given to clients with regards to
concepts and the format and preparation of management and sheets in your area of practice and application of appropriate profit and loss statements and balance sheets.
company accounts, including profit and loss statements, cash flow accounting and regulatory standards.
statements and balance sheets.
• The Generally Accepted Accounting Principles (GAAP) relevant • Considering financial statements to establish, for example, • Providing clients, in an appropriately supervised manner, with
to the candidate’s geographical area of experience and how the financial strength of an entity reasoned advice relating to the financial standing of a company
property is treated in an entity’s accounts • Reviewing and understanding analysts’ reports on financial e.g. for agency activities such as leasing, buying and selling or
• International Accounting Standards (IAS), broadly how IAS vary statements to assess suitability for a commercial relationship
from National GAAP and how a property/asset is treated in an • Considering and understanding common financial measures • Preparing, or assisting in the preparation of, service
entity’s accounts prepared under IAS such as return on capital employed, NAV, net assets per share, charge accounts
• An entity’s financial results and basic accounting principles gearing ratio, EBIT, EBITDA and PE ratio. • Preparing, or assisting in the preparation of, management
including balance sheets, profit and loss, and cash flow statements accounts for a property
• The role of the auditor. • Preparing, or assisting in the preparation of, an entity’s accounts
i.e. balance sheet, profit and loss, and cash flow statements
• Providing other professional advice related to the interpretation
and/or preparation of accounts.

Business planning
This competency is about the principles and tools of business planning.

Demonstrate knowledge and understanding of how business planning Provide evidence of application of the principles and demonstrate Provide evidence of reasoned advice given to clients and others of
activities contribute to the achievement of corporate objectives. your ability to use the tools of business planning appropriate to your the principles and tools of business planning and be able to evaluate
area of practice. your performance and outcomes.
• Types of business plan (e.g. strategic, departmental, • Setting objectives and targets • Undertaking presentations and reports
operational, corporate) • Undertaking risk analysis • Undertaking option appraisals
• The essential elements of a business plan • Preparing a business plan • Setting performance indicators
• Organisational structures • Creating an organisational chart • Reviewing performance against targets and indicators.
• Methods for financial benchmarking (e.g. key financial ratios) • Using financial ratios
• Meaning of working capital, stock, debtors and creditors • Using company accounts.
• Accounting techniques
• Forecasting techniques
• Planning to meet corporate objectives.

Conflict avoidance, management and dispute resolution procedures

This covers the recognition, avoidance, management and resolution of disputes, involving an awareness of different dispute resolution procedures and an understanding of the application of dispute resolution
procedures appropriate to the area and jurisdiction of professional practice.

Demonstrate knowledge and understanding of the techniques for Provide evidence of practical application in your area of practice Provide evidence of the application of the above in the context of
conflict avoidance, conflict management and dispute resolution having regard to the relevant law. advising clients in the various circumstances referred to above.
procedures including for example adjudication and arbitration,
appropriate to your pathway.
• Common causes of disputes • Adopting – or encouraging the adoption of (as appropriate) – • Advising clients of the most suitable means of dispute avoidance
• The contribution of some of the following to dispute avoidance: suitable dispute avoidance techniques on their projects, and of dispute resolution procedures
– Risk management • Negotiating actively on behalf of clients prior to third-party appropriate to their individual circumstances, demonstrating
referral appreciation of when to seek further specialist advice and when
– Early warning systems
• Assisting in the collation or preparation of claims/counter- to advise clients within the scope of the insurance cover of the
– Partnering techniques
claims and representations candidate’s organisation
– Clear and robust client briefings
• Assisting in the identification, gathering and collation of facts • Providing advice to clients over protection on the issue of costs
• Theories of negotiation and the role of effective communication of dispute resolution proceedings (e.g. Calderbank offers or
and expert evidence for use in expert reports
and negotiation liaising with solicitors over the content of Part 36 Offers)
• Sufficient understanding of the main points of the statutory
• The primary features, advantages and disadvantages of a range • Involvement in, or assistance with, a referral to a third-party
or non-statutory law relevant to/underpinning any particular
of dispute resolution procedures and their surrounding statutory resolution process and associated management of that process
dispute resolution process and its application.
and/or non-statutory legal/ judicial context, for example: on behalf of client
– Mediation and conciliation
NB: Please note that the roles of acting as a third-party dispute
– Dispute Resolution Boards (DRBs) resolver – or expert witness, are – for the vast majority of candidates
– Dispute Resolution Advisers (DRAs) – not likely to be an activity that is undertaken. It is only a small
– Adjudication minority of candidates with substantive work experience for whom
– Independent Expert determination this is likely to be relevant.
– Arbitration
continued on next page

Conflict avoidance, management and dispute resolution procedures (continued)

– Professional Arbitration on Court Terms (PACT)
– Court proceedings/litigation
• The possible roles of a surveyor as an expert witness and/or
an advocate, to include an awareness of the existence and
scope of applicability of RICS guidance for expert witnesses
and advocates
• The range of nominating bodies and services available to
resolve disputes, and particularly the role of the RICS Dispute
Resolution Service and any specialised dispute resolution
schemes it offers relevant to your market sector
• The RICS Global Professional Statement on Conflicts of Interest
and any appropriate national RICS guidance.

Data management
This competency covers how data relating to individual projects and a surveyor’s work generally is collected, stored and retrieved. In addition to understanding the different storage systems and data sources available
and knowing how they work, a candidate should also understand the principles behind the systems and what makes them effective. Candidates should also understand how general information and data is managed
on a project and the increasing use of computerised central project databases.

Demonstrate knowledge and understanding of the sources of Provide evidence of practical application in your area of practice and Provide evidence of reasoned advice given to clients and others on
information and data, and the systems applicable to your area understand the relevance of information gathered and the uses to the use and practical application of the information collected and
of practice, including the methodologies and techniques most which it can be applied. Analyse the information and data collected. systems used, and/or specify the most appropriate way for your
appropriate to collect, collate and store data. own and/or client organisation to collect, analyse and apply relevant
information and data.
• The use of published sources of data • Obtaining data from published sources for use on a project • Advising on data storage system
• How data is collected, analysed and stored within your • Obtaining data from in-house sources • Advising on business filing systems
employer’s organisation • Extracting data for inclusion in a database • Benchmarking from analysed historic data
• How project information is stored within your employer’s • Setting up and using paper-based or electronic project • Advising on the use of a computerised central project database
organisation filling systems • Advising on security of data.
• How electronic database systems work • Using a computerised central project database
• The use of computerised central project databases or Building • Retrieving information from a technical library
Information Modelling, the benefits, challenges and dangers • Setting up a technical library
• How technical libraries are set up and used • Interpreting plan/map data
• Legislation applicable to data management and data access. • Ensuring security of data
• Retrieving data from existing records, manual or electronic.

Diversity, inclusion and teamworking

This competency covers the role of the surveyor within the team and their involvement with the establishment of the team. It deals with how team members interact, their behaviour and communication. It also looks at
how to build a diverse and inclusive team and the resulting benefits for both the individual and the team.

Demonstrate knowledge and understanding of the principles, Provide evidence of practical application of working as a team Provide evidence of evaluation of your teamworking skills in a variety
behaviour and dynamics of successfully working in a team. member in your area of practice. of situations.
• How team members are selected and appointed • Involvement with the selection and appointment of team • Chairing project meetings
• The role played by the various team members members (consultants, contractors, sub-contractors, suppliers) • Promote flexible working polices and work-life balance within
• The importance and business value of diversity in a team • Commitment to diversity and inclusion throughout the the team
• Formal communication processes within the team attraction and recruitment process • Provide visible support to underrepresented groups
• Inclusive communications • Implementing processes to identify and address any barriers • Facilitating risk or value workshops
faced by different groups within the team • Setting up project communication systems
• How partnering and collaborative working affects the team
• Participating in project meetings • Setting up partnering agreements
• Internal diversity and inclusion polices, including any applicable
to non-discrimination or anti-harassment in the workplace • Using project communication systems • Establishing frameworks
• Unconscious bias • Ensure internal and external communications reach minimum • Post-completion project analysis of the team’s performance
standards for accessibility.
• Supply chain management • Participation in diverse recruitment panels
• Relevant legislation within your area of practice. • Taking action to identify and address unconscious bias.

Inclusive environments
This competency is about the principles and processes that deliver accessible and inclusive environments, recognising the diversity of user needs and the requirement to put people (of all ages and abilities) at the
heart of the process.
An inclusive environment recognises and accommodates differences in the way people use the built and natural environment. It facilitates dignified, equal and intuitive use by everyone. It does not physically or
socially separate, discriminate or isolate. It readily accommodates and welcomes diverse user needs.
These principles and processes apply to all buildings, places, and spaces, and to equipment, in and around new property or in the adaptation of existing property, as well as to services provided to the public.
Particular regard should be given to buildings, places and spaces that are open to the public; sports and entertainment venues; schools, colleges and educational establishments; hospitals and health facilities;
and residential care facilities; as well as commercial and employment buildings.

Demonstrate an understanding of the principles and processes Provide evidence of practical application of the principles and Provide evidence of reasoned advice given to clients and others of
that deliver accessible and inclusive environments, recognising the processes that deliver accessible and inclusive environments. the principles and processes that deliver accessible and inclusive
diversity of user needs and the requirement to put people (of all ages environments.
and abilities) at the heart of the process. In doing so, have regard to
the legal, economic, sustainable and social case for making inclusion
the norm not the exception.
• Recognition of the diversity of user needs • Practical applications as applied to different types of building • The scoping and briefing of new design work or in relation to
• Local planning policy, building regulation and health and safety and their associated uses remodelled buildings and external spaces
requirements as applied to inclusive environments • Practical applications as applied to different types of outside • The design and specification of a building, landscape/public
• Appreciate and distinguish between ethical issues as opposed areas and their associated uses realm project from outline proposals to completion of the design
to legal requirements • A recognition of real and perceived sensitive situations in the and specification process
• Knowledge of best practice technical standards relevant to design or use of inclusive environments • The drafting of clauses in leases or user agreements as to how
country of practice. • Ability to recognise the need for and use appropriate language in places and spaces might be accessed or used
the discussion and resolution of inclusivity challenges.

Sustainability
This competency covers the role of the surveyor in dealing with the impact of sustainability issues. Achievement of this competency demonstrates a broad-based understanding of the theory of sustainability as set in its
political and legal framework, together with an appreciation of its economic, social and environmental context and the tools and techniques used to measure cost and return, and evaluate options for action.

Demonstrate knowledge and understanding of why and how Provide evidence of the practical application of sustainability Provide evidence of reasoned advice given to clients and others
sustainability seeks to balance economic, environmental and social appropriate to your area of practice, and the circumstances in on the policy, law and best practice of sustainability in your area
objectives at global, national and local levels in the context of land, which specialist advice is necessary. of practice.
property and the built environment.
• The principles of sustainability within the development process • Planning guidance, sustainability checklists • Giving reasoned advice to your client and members of the project
• The relationship between property and the environment • Focus on energy – EU Directive on Energy Performance of team on the financial impact of sustainability on a project
• How national and international legislation, regulations and Buildings or National equivalent • Giving reasoned advice on the application of environmental law
taxation relating to sustainability affect a project • Renewable energy options – photovoltaics, wind turbines, and policy
• Criteria by which sustainability is measured in relation to biomass, central heating and power (CHP), ground source • Interpreting environmental reports and giving reasoned advice
finished buildings heating, thermal mass on the financial impact and programme implications on a project
• The principles of how design, technology and construction • National Infrastructure projects and energy conservation • Giving advice on sustainable material selection and how
processes can contribute to sustainable building • Carrying out capital cost and value engineering exercises to performance baselines can be estimated
• Design considerations – site, location, building form, materials, determine the impact of sustainability issues • Sustainable valuation, triple bottom line, economic, social
lighting, ventilation, heating, water and drainage • Carrying out life cycle cost exercises which take account of and environmental considerations, short- medium- long
• Sources of renewable energy and energy recovery sustainability issues term impacts
• The principles of material resource efficiency within the • Understanding the measures undertaken by governments • Hard and soft valuation issues, health, well-being and
supply chain. and international bodies to encourage the reduction of the productivity.
environmental impact of development.

Leadership (mandatory for Senior Professional applicants only)

This competency covers the characteristics and behaviour of leaders. Candidates should be aware of the alternative styles of leadership and motivation. Candidates should have an understanding of how these
techniques can be applied in their area of practice.

Demonstrate knowledge and understanding of the characteristics Provide evidence of application of your role as a leader appropriate to Provide evidence of evaluation of your leadership role.
and behaviour of a leader. your area of practice.
• The different styles of leadership • How leadership and motivation theories can be applied in • Adapting your natural leadership style to meet challenges in your
• The different motivation theories practice area of practice
• Effective organisational design and communication strategies • How organisational design and communication strategies can • Adapting your leadership style to improve personal and team
• The climate necessary for the creation of high performing affect leadership performance
teams. • The ingredients necessary to create high performing teams. • Demonstrating successful outcomes from your leadership and
decision making
• Receiving acceptable peer group reviews of your performance as
a leader.

Managing people (mandatory for Senior Professional applicants only)

This competency covers the principles and practice of managing people. Candidates should be aware of the skills required to manage people. Candidates should have an understanding of the appropriate application
of these skills.

Demonstrate knowledge and understanding of the principles and Provide evidence of the application of the skills required to Provide evidence of the evaluation of your people management skills.
practice of managing people. manage people.
• Human resource management legislation and techniques • The principles of human resource legislation • Managing people and teams and achieving performance targets
• Effective organisational design and communication strategies • Applying human resource techniques • Carrying out performance appraisals and receiving acceptable
• The climate and culture necessary for the creation of high • Effecting improved human resource performance individual and team peer reviews
performing teams. • How use of effective organisational design and communication • Carrying out training needs analyses
strategies improves human resource performance • Recruiting people.
• How climate and culture affect human resource performance.

Managing resources (excluding human resources) (mandatory for Senior Professional applicants only)
This competency is about managing the effective use, allocation and costing of resources (not including human resources).

Demonstrate knowledge and understanding of the resources Provide evidence of the application in your area of practice, Provide evidence of the evaluation of managing resources in specific
required and their cost for the effective operation of a business. giving reasoned advice on the most effective use, allocation business cases.
and cost of resources.
• Types of resources required • Setting financial objectives • Undertaking cost benefit analysis
• How to manage financial resources • Constructing a budget • Monitoring performance against budgets
• Accounting techniques • Monitoring and managing financial resources • Taking action to improve poor performance against budgets/plans
• Budgeting techniques • Setting personal objectives • Reviewing personal performance
• Forecasting techniques • Preparing reports and recommendations for the use and • Reviewing project performance.
• Methods for obtaining resources and monitoring their use allocation of resources.
• Personal resource management
• Costing of resources
• Relationship between cost and value of resources.

Competency requirements by pathway 1 2 3 4
Building Control
Mandatory competencies Core competencies Optional competencies
Level 3 Level 3 Two to Level 3 and one to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Building control inspections • BIM management technical competencies, including any not
professionalism • Fire safety already chosen from the optional list.
• Building pathology
Level 2 • Inspection • Client care (to Level 3) or Data management
• Client care • Legal/regulatory compliance • Conservation and restoration
• Communication and negotiation • Construction technology and environmental
• Health and safety services
Level 1 • Contaminated land
• Accounting principles and procedures • Measurement
• Business planning • Planning and development management
• Conflict avoidance, management and • Risk management
dispute resolution procedures • Sustainability
• Data management • Works progress and quality management.
• Sustainability

Building Surveying
Level 3 Level 3 Two to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Building pathology • BIM management technical competencies, including any not
professionalism • Construction technology and environmental • Client care (to Level 3) or Conflict avoidance, already chosen from the optional list.
Level 2 services management and dispute resolution
• Client care • Contract administration procedures or Health and safety (to Level 3)
• Design and specification or Inclusive environments or Sustainability
• Inspection • Commercial management
• Legal/regulatory compliance • Conservation and restoration
Level 1
• Contract practice
• Accounting principles and procedures Level 1
• Design economics and cost planning
• Business planning • Fire safety
• Development/project briefs
• Conflict avoidance, management and
• Fire safety
dispute resolution procedures
• Housing maintenance, repair and
• Data management
improvements or Maintenance management
• Insurance
• Landlord and tenant
• Sustainability
• Measurement
• Procurement and tendering
• Project finance
• Quantification and costing
• Risk management
• Works progress and quality management

Commercial Real Estate

Level 3 Level 3 Three to Level 3 Plus, one to Level 3 or two to Level 2 from the
• Ethics, Rules of Conduct and • Inspection • Accounting principles and procedures full list of technical competencies, including any
professionalism or Conflict avoidance, management and not already chosen from the optional list.
Level 2
Level 2 dispute resolution or Data management
• Measurement
or Sustainability * If Valuation is taken to Level 3 the
• Client care • Valuation (or Level 3*)
• Auctioneering requirements are as follows;
• BIM management From the optional competency list you
• Building pathology must select two at Level 3 and one at
Level 1
• Capital taxation Level 2
• Compulsory purchase and compensation plus
• Contaminated land
• Conflict avoidance, management and From the full list of technical competencies
• Corporate recovery and insolvency you must select one to Level 3 or two at
• Development appraisals Level 2
• Data management
• Insurance
• Indirect investment vehicles
• Investment management Although commercial real estate is the
• Sustainability focus for the pathway, up to 30% of your
experience can come from other property
• Leasing and letting
sectors, e.g. residential.
• Legal / regulatory compliance
• Loan security valuation
• Local taxation / assessment
• Planning and development management
• Property finance and funding
• Property management
• Purchase and sale
• Strategic real estate consultancy

Corporate Real Estate

Level 3 Level 3 Three to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Business alignment or Strategic real estate any not already chosen from the core list technical competencies, including any not
professionalism consultancy • Change management already chosen from the core and optional lists.
Level 2 Level 2 • Inspection
• Client care • Business case • Leasing and letting
• Communication and negotiation • Landlord and tenant or Property management • Local taxation / assessment
• Health and safety Level 1 • Measurement
Level 1 • Valuation • Performance management
• Accounting principles and procedures • Procurement and tendering
• Business planning • Programming and planning
• Conflict avoidance, management and • Purchase and sale
dispute resolution procedures • Strategic real estate consultancy
• Data management • Supplier management
• Diversity, inclusion and teamworking • Sustainability
• Inclusive environments • Valuation
• Sustainability • Workspace strategy

Environmental Surveying
Level 3 Level 3 Two to Level 2, including any not already Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Environmental management chosen from the core list competencies, including any not already chosen
professionalism • Development appraisals from the core and optional lists.
Level 2
Level 2 • Legal/regulatory compliance • Development/project briefs
• Client care Plus, three to Level 3 • Energy and renewable resources
• Communication and negotiation • Consultancy services • Environmental analysis
• Health and safety • Contaminated land • Forestry and woodland management
Level 1 • Environmental assessment • GIS
• Accounting principles and procedures • Environmental audit (and monitoring) • Ground engineering and subsidence
• Business planning • Environmental science and processes • Land use and diversification
• Conflict avoidance, management and • Inspection • Management and regeneration of the
dispute resolution procedures built environment
• Management of the natural environment
• Data management and landscape • Measurement
• Diversity, inclusion and teamworking • Planning and development management • Surveying and mapping
• Inclusive environments • Sustainability
• Sustainability • Waste management

Facilities Management
Level 3 Two to Level 3 and two to Level 2 Two to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Asset management any not already chosen from the core list competencies, including any not already chosen
professionalism • Business alignment • Big data from the core and optional lists.
Level 2 • Client care (must be taken to Level 3) • BIM management
• Client care • Legal/regulatory compliance • Business case
• Communication and negotiation • Maintenance management • Change management
• Health and safety • Performance management • Commercial management
Level 1 • Procurement and tendering • Conflict avoidance, management and dispute
• Accounting principles and procedures • Project finance resolution procedures or Data management
• Supplier management or Health and safety (must be taken to Level 3)
or Inclusive environments or Sustainability
• Conflict avoidance, management and • Workspace strategy
• Construction technology and environmental
services
• Data management
• Consultancy services
• Contract administration
• Contract practice
• Sustainability
• Design and specification
• Environmental management
• Managing projects
• Measurement
• Risk management
• Smart cities and intelligent buildings
• Stakeholder management
• Waste management

Geomatics
Level 3 Three to Level 3 One to Level 3 and two to Level 2, including Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Cadastre and land administration any not already chosen from the core list competencies, including any not already chosen
professionalism • Conflict avoidance, management and • Big data from the core and optional lists.
Level 2 dispute resolution procedures • BIM management
• Client care • Engineering surveying • Construction technology and environmental To achieve the Chartered Engineering
• Communication and negotiation • Geodesy services Surveyor designation candidates must
select Engineering surveying to Level 3
• Health and safety • GIS • Consultancy services
Level 1 • Hydrographic surveying • Data management To achieve the Chartered Hydrographic
• Legal/regulatory compliance • Development/project briefs Surveyor designation candidates must
• Accounting principles and procedures select Hydrographic surveying to Level 3
• Business planning • Measurement • Environmental assessment
• Remote sensing and photogrammetry • Ground engineering and subsidence To achieve the Chartered Land Surveyor
designation candidates must select
dispute resolution procedures • Surveying and mapping • Management of the natural environment
Surveying and mapping to Level 3
• Data management • Surveying land and sea and landscape
• Diversity, inclusion and teamworking • Use of the marine environment • Planning and development management
• Inclusive environments Plus, Level 1
• Sustainability • Measurement

Infrastructure
Level 3 Level 3 Two to Level 2, including any not already Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Engineering science and technology chosen from the core list competencies, including any not already chosen
professionalism Plus, four to Level 3 • Asset management from the core and optional lists.
Level 2 • Client care • Building information modelling (BIM)
• Client care • Contract practice management
• Communication and negotiation • Cost prediction and analysis • Compulsory purchase and compensation
• Health and safety • Procurement and tendering • Conflict avoidance, management and dispute
• Programming and planning resolution procedures or Sustainability
Level 1
• Project controls • Contract administration
• Quantification, costing and price analysis • Cross cultural awareness in a global
business
• Conflict avoidance, management and • Risk management
• Leading projects, people and teams
• Managing projects
• Data management
• Project finance
• Supplier management
• Sustainability

Land and Resources

Mandatory competencies Optional competencies
Level 3 Five to Level 3 and one to Level 2 • Property management

• Ethics, Rules of Conduct and • Access and rights over land • Risk management
professionalism • Agriculture • Smart cities and intelligent buildings
Level 2 • Big data • Spatial planning policy and infrastructure
• Client care • Cadastre and land administration • Strategic real estate consultancy
• Communication and negotiation • Client care (must be taken to Level 3) • Surveying and mapping
• Health and safety • Compulsory purchase and compensation • Sustainability
Level 1 • Consultancy services • Valuation
• Accounting principles and procedures • Contaminated land • Waste management
• Business planning • Development appraisals Plus, two to Level 2 from the full list of technical
• Conflict avoidance, management and • Economic development competencies, including any not already chosen
dispute resolution procedures • Energy and renewable resources from the optional list.
• Data management • Engineering surveying
• Diversity, inclusion and teamworking • Environmental management
• Inclusive environments • Geodesy
• Sustainability • GIS
• Hydrographic surveying
• Inspection
• Land use and diversification
• Legal/regulatory compliance
and landscape
• Masterplanning and urban design
• Measurement
• Minerals management

Management Consultancy
Level 3 Level 3 One to Level 3 and one to Level 2 Plus, one competency to Level 2 from the full
• Ethics, Rules of Conduct and • Business case • Business alignment list of technical competencies, including any not
professionalism • Business planning already chosen from the optional list.
• Change management
Level 2 • Consultancy services
• Corporate finance
• Client care • Research methodologies and techniques
• Corporate recovery and insolvency
• Data Management
• Development appraisals
Level 1
• Accounting principles and procedures • Development projects/briefs
• Business planning • Economic development

• Conflict avoidance, management and • Managing resources
dispute resolution procedures • Performance management
• Data management • Programming and planning
• Smart cities and intelligent buildings
• Sustainability
• Workspace strategy

Minerals and Waste Management

Level 3 Level 3 Two to Level 2 from the list below, including any Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Minerals management or Waste not already chosen from the core list competencies, including any not already chosen
professionalism management • Consultancy services from the core and optional lists.
Level 2 Level 2 • Contaminated land
• Client care • Legal/regulatory compliance • Contract administration
• Communication and negotiation Plus, three to Level 3 • Development appraisals
• Health and safety • Environmental assessment • Development project briefs
Level 1 • Environmental audit (and monitoring) • Energy and renewable resources
• Accounting principles and procedures • Ground engineering and subsidence • Risk management
• Business planning • Inspection • Sustainability
• Conflict avoidance, management and • Landlord and tenant • Works progress and quality management
dispute resolution procedures • Local taxation/assessment
• Data management • Planning and development management
• Diversity, inclusion and teamworking • Surveying and mapping
• Sustainability

Personal Property / Arts and Antiques

Level 3 Level 3 Three to Level 3 and one to Level 2 Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Object identification • Accounting principles and procedures or competencies, including any not already chosen
professionalism • Research methodologies and techniques Business planning or Communication and from the optional list.
Level 2 Level 2 negotiation (Communication and negotiation
• Client care must be taken to Level 3) * If Valuation is taken to Level 3 the
• Valuation (or Level 3*)
• Auctioneering optional requirements are;
• Communication and negotiation Level 1
• Health and safety • Capital taxation Two to Level 3 and one to Level 2
• Auctioneering
• Conservation and restoration plus two to Level 2 from the full list
Level 1
• Insurance of technical competencies
• Data management
• Sustainability

Planning and Development

Level 3 Level 3 Two to Level 3 Plus, one to Level 3 or two to Level 2 from the
• Ethics, Rules of Conduct and • Development appraisals • Access and rights over land full list of technical competencies, including any
professionalism • Planning and development management or not already chosen from the optional list.
• BIM management
Level 2 Spatial planning policy and infrastructure • Cadastre and land administration
• Client care Level 2 • Compulsory purchase and compensation * If Valuation is taken to Level 3 the
requirements are as follows;
• Communication and negotiation • Legal/regulatory compliance • Contaminated land
• Health and safety • Valuation (or Level 3*) • Design and specification From the optional list, you must select
one to Level 3 and one to Level 2
Level 1 Level 1 • Development/project briefs
• Accounting principles and procedures • Measurement • Economic development plus
• Business planning • Surveying and mapping • Environmental assessment one to Level 3 or two to Level 2 from
• Conflict avoidance, management and • Housing strategy and provision the full list of technical competencies
dispute resolution procedures • Leasing and letting
• Data management • Management and regeneration of
• Diversity, inclusion and teamworking the built environment
• Inclusive environments • Masterplanning and urban design
• Sustainability • Measurement
• Planning and development management or
Spatial planning policy and infrastructure
(whichever is not selected as a core
competency)
• Project finance
• Risk management
• Surveying and mapping
• Sustainability

Project Management
Level 3 Level 3 One to Level 2 Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Contract practice • Accounting principles and procedures competencies, including any not already chosen
professionalism • Development/project briefs or Communication and negotiation (must from the optional list.
Level 2 • Leading projects, people and teams be taken to Level 3) or Conflict avoidance,
• Client care • Managing projects management and dispute resolution
procedures or Sustainability
• Communication and negotiation • Programming and planning
• BIM management
• Health and safety Level 2
• Commercial management
Level 1 • Construction technology and
• Consultancy Services
• Accounting principles and procedures environmental services
• Contract administration
• Business planning • Procurement and tendering
• Development appraisals
• Conflict avoidance, management and • Project finance
• Legal/regulatory compliance
• Maintenance management
• Data management
• Performance management
• Sustainability

Property finance and investment

Level 3 Three to Level 3 and one to Level 2 One to Level 3 and two to Level 2 Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Financial modelling • Accounting principles and procedures competencies, including any not already chosen
professionalism • Inspection from the optional list.
• Capital taxation
Level 2 • Investment management (including fund • Corporate finance
• Client care and portfolio management) • Development appraisals
• Communication and negotiation • Property finance and funding • Indirect investment vehicles
• Health and safety Level 1 • Landlord and tenant
Level 1 • Valuation • Leasing and letting
• Accounting principles and procedures • Local taxation/assessment
• Business planning • Property management
• Conflict avoidance, management and • Purchase and sale
dispute resolution procedures • Research methodologies and techniques
• Data management • Strategic real estate consultancy
• Diversity, inclusion and teamworking • Valuation
• Sustainability

Quantity Surveying and Construction

Level 3 Level 3 Two to Level 2

* Candidates working in a commercial
• Ethics, Rules of Conduct and • Commercial management (of construction • Capital allowances
or contracting environment will likely
professionalism works) or Design economics and cost • Commercial management (of construction choose Commercial management
Level 2 planning* works) or Design economics and cost to Level 3.
• Client care • Construction technology and planning (whichever is not selected as
environmental services Candidates working in a consulting
• Communication and negotiation core competency)
environment within either the public
• Contract practice • Conflict avoidance, management and dispute or private sector will likely choose
• Procurement and tendering resolution procedures or Sustainability Design economics and cost planning
Level 1
• Project finance (control and reporting) • Contract administration to Level 3.
• Quantification and costing • Corporate recovery and insolvency
(of construction works) • Due diligence
• Insurance
• Programming and planning
• Data management
• Project feasibility analysis
• Risk management
• Sustainability

Research
Level 3 Level 3 Five to Level 1 from the core and/or optional Plus, one to Level 2 and two to Level 1 from
• Ethics, Rules of Conduct and • Client care competency lists for your chosen pathway. the full list of technical competencies.
professionalism • Data management
Level 2 • Research methodologies and techniques Candidates must demonstrate competence
• Client care in research that is applied to the delivery
of solutions to a wide range of projects,
employing a range of approaches and relating
• Health and safety to a number of locations. The research must
Level 1 be relevant to the chosen pathway.
• Data management
• Sustainability

Residential
Level 3 Two to Level 3 and two to Level 2 of Two to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and which candidates must select Inspection, any not already chosen from the core list. competencies, including any not already chosen
professionalism Measurement and Valuation to at least • Auctioneering from the core and optional lists.
Level 2
Level 2 • Capital taxation
• Client care • Building pathology • Compulsory purchase and compensation
• Communication and negotiation • Housing maintenance, repairs and • Conflict avoidance, management and dispute
improvements resolution procedures or Sustainability
• Housing management and policy • Data management
Level 1
• Housing strategy and provision • Development appraisals
• Inspection • Environmental assessment
• Leasing and letting • Indirect investment vehicles
• Legal/regulatory compliance • Investment management (including fund
• Market appraisal and portfolio management)
• Data management
• Measurement • Land use and diversification
• Property management • Landlord and tenant
• Purchase and sale • Loan security valuation
• Sustainability
• Valuation • Local taxation/assessments
• Maintenance management
• Procurement and tendering
• Risk management
• Spatial planning policy and infrastructure

Rural
Level 3 One to Level 3 Three to Level 3 and two to Level 2, including Plus, one to Level 3 or two to Level 2 from the
• Ethics, Rules of Conduct and • Agriculture any not already chosen from the core list full list of technical competencies, including any
professionalism • Access and rights over land not already chosen from core and optional lists
Level 2 and landscape • Agriculture*
• Client care • Property management • Auctioneering * If Agriculture has not been selected as the
• Communication and negotiation • Valuation • Compulsory purchase and compensation one core competency it must be taken as
one of the optional competencies to either
• Health and safety • Forestry and woodland management
Level 2 or 3.
Level 1 • Land use and diversification
• Accounting principles and procedures • Landlord and tenant
• Business planning • Management of the natural environment
• Conflict avoidance, management and and landscape
dispute resolution procedures • Planning and development management
• Data management • Property management
• Diversity, inclusion and teamworking • Purchase and sale
• Sustainability

Taxation Allowances
Level 3 Level 3 Two to Level 2

• Ethics, Rules of Conduct and • Accounting principles and procedures • Capital taxation
professionalism • Capital allowances • Contaminated land
Level 2 • Construction technology and • Design economics and cost planning
• Client care environmental services • Development appraisals
• Communication and negotiation • Quantification and costing • Due diligence
• Health and safety (of construction works) • Insurance
Level 1 • Valuation • Property finance and funding
• Accounting principles and procedures Level 2 • Property management
• Business planning • Contract practice • Risk management
• Conflict avoidance, management and • Sustainability
• Data management
• Sustainability

Valuation
Level 3 Level 3 Three to Level 3 or two to Level 3 and two to Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Inspection Level 2* competencies, including any not already chosen
professionalism • Accounting principles and procedures or from the optional list.
• Valuation
Level 2 Conflict avoidance, management and dispute
Level 2
• Client care resolution procedures or Data management * Candidates planning to specialise in
• Measurement or Sustainability
• Communication and negotiation Residential survey and valuation
• Auctioneering must choose Building pathology to
• Building pathology Level 3 as part of their optional
Level 1 competency requirements.
• Capital taxation
• Accounting principles and procedures Candidates planning to specialise in
• Compulsory purchase and compensation
• Business planning Machinery and business assets must
• Construction technology and environmental
• Conflict avoidance, management and choose two to Level 3 from the following
services list as part of their optional competency
• Contaminated land requirements:
• Data management
• Corporate recovery and insolvency
• Diversity, inclusion and teamworking • Accounting principles and procedures
• Development appraisals or Conflict avoidance, management
• Indirect investment vehicles and dispute resolution procedures
• Sustainability or Sustainability
• Insurance
• Investment management (including fund and • Auctioneering
portfolio management) • Capital taxation
• Landlord and tenant • Compulsory purchase and
• Leasing and letting compensation
• Legal/regulatory compliance • Corporate recovery and insolvency
• Loan security valuation • Insurance
• Local taxation/assessment • Investment management (including
• Planning and development management fund and portfolio management)
• Property finance and funding • Leasing and letting

• Property management • Legal/regulatory compliance
• Purchase and sale • Local taxation/assessment
• Strategic real estate consultancy • Purchase and sale
• Valuation of businesses and intangible assets

Valuation of Businesses and Intangible Assets

Level 3 Level 3 One to Level 3 or two to Level 2 Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Accounting principles and procedures • Capital allowances competencies, including any not already chosen
professionalism from the optional list.
• Asset identification and assessment • Compulsory purchase and compensation
Level 2 • Valuation of businesses and intangible assets • Corporate finance
• Client care • Valuation reporting and research • Corporate recovery and insolvency
• Communication and negotiation • Purchase and sale
• Health and safety • Taxation
Level 1
• Data management
• Sustainability

Client care
✓ – Core
Sustainability
Health and safety
Business planning
Data management
Mandatory
Inclusive environments
Communication and negotiation
✓ – Optional
Diversity, inclusion and teamworking

Conflict avoidance, management and
Ethics, Rules of Conduct and professionalism Environmental Surveying
RICS Requirements and Competencies guide

Geomatics
Competency list and descriptors
Minerals and Waste

Management
Rural
Land and Resources
Personal Property /
Arts and Antiques
Corporate real estate
Property Finance and

Investment
Residential
Applicable to all pathways
Valuation
Valuation of Businesses
and Intangible Assets
1
Building Control
Building Surveying
2
Infrastructure
Project Management
3
Quantity Surveying and

Construction
4
Taxation Allowances
45
Big data
Agriculture
✓ – Core
Auctioneering
Business case
BIM management
Business planning
Building pathology
Asset management
Technical
Business alignment
Access and rights over land
Building control inspections

✓ – Optional
Asset identification and assessment


✓
✓
Geomatics
Minerals and Waste

Management
✓
✓
✓
✓
✓
Rural
✓
✓
✓
Land and Resources
Personal Property /
✓
✓
✓
Arts and Antiques

✓
✓
✓
✓
✓ Corporate real estate
✓
✓
✓
✓
✓
✓
✓

✓
Investment
✓
Residential
✓
✓
✓
Valuation
✓
✓

1
✓
✓
✓
Building Control
✓
✓
Building Surveying
2
Infrastructure
✓
Project Management
3

Construction
4
Taxation Allowances
46
Competency list and descriptors 1 2 3 4


Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
✓ – Core ✓ – Optional
Cadastre and land administration ✓ ✓ ✓
Capital allowances ✓ ✓ ✓
Capital taxation ✓ ✓ ✓ ✓ ✓ ✓
Change management ✓ ✓ ✓
Client care ✓ ✓ ✓ ✓ ✓
Commercial management ✓ ✓ ✓ ✓
Compulsory purchase and compensation ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Communication and negotiation ✓ ✓
Conflict avoidance, management and dispute
resolution procedures
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Conservation and restoration ✓ ✓ ✓
Construction technology and environmental
services
✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Consultancy services ✓ ✓ ✓ ✓ ✓ ✓ ✓
Contaminated land ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Contract administration ✓ ✓ ✓ ✓ ✓ ✓
Contract practice ✓ ✓ ✓ ✓ ✓ ✓



Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
Corporate finance ✓ ✓ ✓
Corporate recovery and insolvency ✓ ✓ ✓ ✓ ✓
Cost prediction and analysis ✓
Cross cultural awareness in a global business ✓
Data management ✓ ✓ ✓ ✓ ✓ ✓ ✓
Design and specification ✓ ✓ ✓
Design economics and cost planning ✓ ✓ ✓
Development appraisals ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Development/project briefs ✓ ✓ ✓ ✓ ✓ ✓ ✓
Due diligence ✓ ✓
Economic development ✓ ✓ ✓
Energy and renewable resources ✓ ✓ ✓
Engineering surveying ✓ ✓
Engineering science and technology ✓
Environmental analysis ✓



Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
Environmental assessment ✓ ✓ ✓ ✓ ✓
Environmental audit (and monitoring) ✓ ✓
Environmental management ✓ ✓ ✓
Environmental science and processes ✓
Financial modelling ✓
Fire safety ✓ ✓
Forestry and woodland management ✓ ✓
Geodesy ✓ ✓
GIS ✓ ✓ ✓
Ground engineering and subsidence ✓ ✓ ✓
Health and safety ✓ ✓
Housing maintenance, repairs and improvements ✓ ✓
Housing management and policy ✓
Housing strategy and provision ✓ ✓
Hydrographic surveying ✓ ✓



Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
Inclusive environments ✓ ✓
Indirect investment vehicles ✓ ✓ ✓ ✓
Inspection ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Investment management ✓ ✓ ✓ ✓
Insurance ✓ ✓ ✓ ✓ ✓ ✓
Land use and diversification ✓ ✓ ✓ ✓
Landlord and tenant ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Leading projects, people and teams ✓ ✓
Leasing/letting ✓ ✓ ✓ ✓ ✓ ✓
Legal/regulatory compliance ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Loan security valuation ✓ ✓ ✓
Local taxation/assessment ✓ ✓ ✓ ✓ ✓ ✓
Maintenance management ✓ ✓ ✓ ✓
Management and regeneration of the built
environment
✓ ✓
Management of the natural environment
and landscape
✓ ✓ ✓ ✓



Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
Managing projects ✓ ✓ ✓
Managing resources ✓
Market appraisal ✓
Masterplanning and urban design ✓ ✓
Measurement ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Minerals management ✓ ✓
Object identification ✓
Open data
Performance management ✓ ✓ ✓ ✓
Planning and development management ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Procurement and tendering ✓ ✓ ✓ ✓ ✓ ✓ ✓
Programming and planning ✓ ✓ ✓ ✓ ✓
Project controls ✓
Project feasibility analysis ✓
Project finance ✓ ✓ ✓ ✓ ✓ ✓



Project Management
Taxation Allowances
Land and Resources
Personal Property /
Minerals and Waste
Building Surveying
Arts and Antiques
Building Control
Infrastructure
Construction
Management
Investment
Residential
Geomatics
Valuation
Rural
Property finance and funding ✓ ✓ ✓ ✓ ✓ ✓
Property management ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Purchase and sale ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Quantification and costing ✓ ✓ ✓
Quantification, costing and price analysis ✓
Remote sensing and Photogrammetry ✓
Research methodologies and techniques ✓ ✓ ✓
Risk management ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Smart cities and intelligent buildings ✓ ✓ ✓
Spatial planning policy and infrastructure ✓ ✓ ✓
Stakeholder management ✓ ✓ ✓
Strategic real estate consultancy ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓
Supplier management ✓ ✓ ✓ ✓ ✓
Surveying and mapping ✓ ✓ ✓ ✓ ✓
Surveying land and sea ✓

Taxation
Valuation
✓ – Core
Sustainability
Waste management
Workspace strategy
Use of marine environment
Valuation reporting and research

✓ – Optional
Works progress and quality management

Valuation of business and intangible assets
✓
✓

✓
Geomatics
Minerals and Waste
✓
✓
✓
✓
Management
✓
✓

✓
Rural
✓
✓
✓
Land and Resources
Personal Property /
✓
Arts and Antiques

✓
✓

✓
✓
✓

✓
✓
✓
✓

✓
Investment
✓
✓
Residential
✓
✓
✓
Valuation
✓
✓
✓

1
✓
✓
Building Control
✓
✓
Building Surveying
2
Infrastructure
✓
Project Management
3

✓
Construction
4
✓
✓
Taxation Allowances
53
For each descriptor, candidates will be required, as outlined in the pathway requirements, to demonstrate competency in terms of knowledge, understanding, its application and an ability to give reasoned advice or
undertake action.
For each mandatory competency descriptor, please refer to section two of this document.
Technical competency descriptors for the area of practice, including examples of the likely skills, knowledge and experience required to demonstrate a competency at Levels 1, 2 and 3 are included in each individual
pathway guide.
Access and rights over land

Demonstrate knowledge and understanding of the legislation and/ Provide evidence of identifying and understanding the appropriate Provide evidence of reasoned advice, undertake valuations on, and
or framework for acquiring sites or access for the provision of power, routing for lines, cables and other third-party infrastructure. This write reports in relation to, all matters relating to provision of power,
water, pipelines, other third-party or communications infrastructure should include associated environmental assessment, undertaking water, pipelines, other third-party or communications infrastructure.
and other temporary uses. This should include the methodology and inspections, and evaluating and negotiating payments for their use
techniques used in valuation for these purposes. or acquisition.
Agriculture
Demonstrate knowledge and understanding of the principles, Demonstrate application of the principles and systems of practical Provide evidence of reasoned advice given to stakeholders on the
characteristics and organisation of agriculture according to different farming methods. This includes the requirements and characteristics management and practical application of appropriate methods and
geographical, soil and climatic conditions. of yields; current market prices of agricultural produce and livestock; requirements of farming.
costs of production; farm business management and the utilisation
and cost of farm buildings.
Asset identification and assessment

Demonstrate knowledge and understanding of the identification Apply your knowledge and understanding of what constitutes assets, Provide evidence of reasoned advice on complex asset identification
and assessment of assets within your area of practice. the nature and character of the asset and different forms issues, the nature of assets, liability or asset to be valued.
of ownership.

Asset management
Demonstrate knowledge and understanding of the aims, objectives, Apply your knowledge to the processes and activities necessary Provide evidence of reasoned advice, based upon the knowledge
strategies and processes of managing assets. including systematic record keeping, developing strategies of and experience gained, in order to improve decision-making in
planned maintenance, repair and replacement and managing asset management.
information systems.
Auctioneering
Demonstrate knowledge and understanding of the basic principles Provide evidence of the practical application of your knowledge to Provide evidence of reasoned advice based on a thorough working
and legal obligations of auction. This should include preparation for, the preparation for the sale of property at auction and procedures knowledge and experience of the auction process, including
and procedures prior to or during, an auction. prior to or during an auction. experience of selling at auction.
Big data
Demonstrate knowledge and awareness of the principles of big data Demonstrate an understanding of the techniques and the tools Provide evidence of design and implementation of big data analysis
processing, the range of available sources of big data, data dynamics required for the maintenance of data quality, data hygiene and the using algorithms to handle data sets in a scientific computing
and a critical appreciation of the latest big data research issues. statistical modelling, analysis and visual data interrogation of big environment for the analysis of big data.
data sets.
Building information modelling (BIM) management

Demonstrate knowledge and understanding of the technical, process Develop and apply management systems to facilitate the use of BIM Show how the knowledge and experience gained in this competency
and collaborative aspects of the use of BIM. on projects, including unified control and reporting procedures. has been applied to advising clients and/or senior management on
BIM strategy.

Building control inspections

How to undertake building inspections at stages of work in progress Demonstrate the ability to observe, assess and take authoritative Demonstrate the application of specialist knowledge to the
in order to assess compliance with building legislation. action in respect of contraventions of building legislation on site. resolution of complex problems and contraventions of building
legislation; demonstrate understanding of collapse of structures
and measures necessary to ensure public safety.
Building pathology
Demonstrate your knowledge and understanding of building defects. Apply your knowledge to undertake surveys, use survey and other Give reasoned advice and appropriate recommendations, including
information to diagnose cause and mechanisms of failure. the preparation and presentation of reports.
Business alignment
Demonstrate knowledge and understanding of how the business’s Provide evidence of the practical application that allows a closer Provide evidence of reasoned advice of developing appropriate
core drivers impact on property provision and vice versa. working relationship between business functions and corporate real strategies to develop and align real estate portfolio and workplace
estate solutions. strategies with those of the business.
Business case
Demonstrate knowledge and understanding of business cases and Provide evidence of the practical application of the business case. Provide evidence of advising on the preparation and presentation of
their application in corporate real estate. business cases for a variety of purposes.

Cadastre and land administration

Demonstrate knowledge and understanding of field and office Apply your knowledge of the principles of land registration, land Provide evidence of reasoned advice, and fully understand the role
procedures for boundary and/or cadastral surveys appropriate to management, administration and legislation related to rights in real and responsibility of an expert witness, on the resolution of disputes
your national and/or international location. Understand legal and estate internationally and nationally. Understand the relationship by litigation and alternative procedures.
physical boundaries and provide examples of these. Understand the between the surveyor, client and legal profession and preparation of
principles of land management. evidence for the legal process.
Capital allowances
Demonstrate knowledge and understanding of capital allowances Apply knowledge of capital allowances and grants, including the Provide evidence of giving reasoned advice; preparing claims; making
and grants. ability to use source documents necessary to prepare taxation applications for grants; preparing and presenting reports to clients;
allowances analyses. and corresponding and negotiating with the relevant government
and other authorities.
Capital taxation
Demonstrate knowledge and understanding of the relevant Undertake valuations and negotiations for a variety of different Provide evidence of reasoned advice to stakeholders (to include
provisions for capital taxation of real estate, equipment and/or property/asset types using different valuation methods for the senior management within your organisation, clients and courts/
other property/assets in your area of taxation. purposes of capital taxation in your area of taxation. tribunal members) in respect of specific cases and/or other capital
taxation issues in your area of taxation.
Change management
Demonstrate knowledge and understanding of change management Provide evidence of practical involvement with change Provide evidence of advising on the development and implementation
and its application in real estate. management projects. of strategies for change.

Commercial management
Demonstrate knowledge and understanding of the principles of the Apply your knowledge to the financial management of projects, Monitor, report and advise on project cashflows and profitability.
management of projects. including regular monitoring and reporting on cashflow Evaluate and advise on the financial implications and appropriate
and profitability. management actions.
Compulsory purchase and compensation

Demonstrate knowledge and understanding of the powers and Assist in the preparation of the various stages involved in the process Provide evidence of reasoned advice in relation to the validity
procedures of government and other bodies in relation to the and negotiations in relation to compulsory purchase including the and level of a claim for compensation, using a variety of valuation
compulsory purchase and compensation. This covers legal interests estimation and settlement of compensation claims. methodologies appropriate for the circumstances of the claim. Take
in real estate and of the rights of owners, occupiers and the impacts an active role in the negotiation and settlement of claims, using a
on third-party affected by works or developments associated with variety of bases of statutory and other valuation methodologies.
compulsory purchase. Provide reasoned advice on the role of compulsory purchase in
facilitating planning and regeneration initiatives.
Conservation and restoration

Demonstrate knowledge and understanding of the principles, Undertake inspections or object identification to identify all the Provide evidence of reasoned advice on the conservation,
techniques and methods applied to conservation and restoration. relevant factors that may affect the conservation or restoration of restoration of or managing conservation or restoration process
the subject matter. of the subject property.
Construction technology and environmental services

Demonstrate knowledge and understanding of the principles of Apply your knowledge to the design and construction processes. Advise on the selection and application of particular processes
design and construction relating to your chosen field of practice. within your area of experience. This should include liaison with
specialists and consultants to develop project-specific design and
construction solutions.

Consultancy services
Demonstrate knowledge and understanding of the procurement and Apply your knowledge of the provision of consultancy services. Give reasoned advice, prepare and present consultancy reports,
execution of advisory and strategic consultancy services. together with relevant analysis to clients.
Contaminated land
Demonstrate knowledge and understanding of how land becomes Prepare a brief and/or specification for the appointment of a Supervise a site investigation, interpret the results of laboratory
contaminated through human activities and natural occurrences. specialist(s) to undertake a site investigation. analyses and make recommendations as to remedial treatments.
Clearly illustrate the implications of contamination for real estate
valuation, development and management.
Contract administration
Demonstrate knowledge and understanding of the contractual, Implement administrative procedures necessary for the smooth Advise on the administrative procedures necessary for the smooth
legislative and statutory terminology/requirements of a running of a construction contract. running of a construction contract including document control
construction contract. techniques and systems, meetings and reporting procedures.
Contract practice
Demonstrate knowledge and understanding of the various forms Apply your knowledge of the use of the various standard forms of Provide evidence of reasoned advice, prepare and present reports on
of contract used in the construction industry and/or your area contract at project level, including the implications and obligations the selection of the appropriate form of contract and warranties for
of business. that apply to the parties to the contract. your chosen procurement route. This should include advising on the
most appropriate contractual procedure at the various stages of a
construction or other contract.

Corporate finance
Demonstrate knowledge and understanding of the principles and Apply your knowledge and understanding to assist in advising Give reasoned advice on the effects of different corporate financing
practices underlying the structuring and financing of corporate corporate organisations on the capital structure options relating techniques and structures on real estate (or plant and machinery)
transactions, with particular reference to the role of real estate to both occupational and surplus real estate. This should include holdings in a corporate context. This should include impacts on
within these transactions. the calculation and modelling of the cost of capital, plus a working accounts and contributions to both merger and acquisition activity,
knowledge of the regulatory framework within which the corporate as well as general corporate financing/ restructuring transactions.
finance marketplace operates.
Corporate recovery and insolvency

Demonstrate knowledge and understanding of the role of the Demonstrate an understanding of the various types of appointment Provide evidence of reasoned advice, prepare and present reports on
Chartered Surveyor in corporate recovery and insolvency situations. that can be made to administer/manage the affairs of insolvent and the property assets of insolvent companies and individuals and/or in
potentially insolvent companies and individuals. the administration of Fixed Charge Receivership appointments.
Cost prediction and analysis

Demonstrate knowledge and understanding of the main factors that Apply the knowledge to the cost management of design development Give strategic and reasoned advice, including the preparation and
affect design economics over the life of the asset. Demonstrate and the whole life cycle. Prepare and submit cost data to in-house presentation of reports with reference to cost, time, quality, logistics
knowledge and understanding of how cost benchmarking and cost and/or external data collection agencies. and methodology. Advise on various market factors and trends in
planning assists in the financial control of projects from inception to costs. Comment on accuracy and risk.
the commitment to proceed.

Cross cultural awareness in a global business

Demonstrate knowledge and understanding of the way business Apply your knowledge to different business skills, including client Provide evidence of reasoned advice to clients and senior
is undertaken in different cultures, including the differing drivers, liaison, team-working, leadership, negotiation and communication. management on strategies and tactics for dealing with cultural
ethos, etiquette and assumptions prevalent in global business. issues in global business in order to ensure effective corporate
and project performance.
Design and specification

Demonstrate knowledge and understanding of the design process Prepare designs and specifications, including at outline and Prepare the full design and specification for the project.
and the scope and content of related documentation. detail levels.
Design economics and cost planning

Demonstrate knowledge and understanding of the main factors that Apply your knowledge to the cost management of design Give strategic and reasoned advice, including the preparation
affect design economics over the whole life of a building. Demonstrate development on a project from feasibility to design completion. and presentation of reports with reference to cost, time, quality
knowledge and understanding of how cost planning assists in the Prepare and submit cost data to in-house and/or external data and buildability. Advise on various market factors and trends in
financial control of projects during the design development stage. collection agencies. construction costs. Comment on accuracy and risk.
Development appraisals
Demonstrate knowledge and understanding of the principles and Identify, select, assemble and analyse data relevant to carrying Interpret and provide evidence of reasoned advice on development
practices underlying a valid development appraisal. out development appraisals. Undertake appraisals using relevant appraisals and further opportunities.
techniques and methodology and identify possible sources of
development funding.

Development/project briefs
Demonstrate knowledge and understanding of the information Apply your knowledge to identify, select, assemble and analyse Apply information in the preparation and presentation of
required to prepare a development brief or project brief. information relevant to the preparation of development briefs or development briefs or detailed design briefs, or parts thereof.
outline project briefs.
Due diligence
Demonstrate knowledge of the techniques used for cost, quality and Apply your knowledge of cost, quality and time related forensic Provide evidence of reasoned advice and report to clients on cost,
time related forensic examination in your area of practice. examination in your area of practice. quality and time related forensic examination in your area of practice.
Economic development
Demonstrate knowledge and understanding of the principles and Identify and fully understand the organisational processes and Undertake initial feasibility studies and analysis as a preliminary to
practices underlying sound economic development policies in the mechanisms involved in implementing economic development advising clients on appropriate economic development strategies.
context of international, national, regional and local economic policies, and their impact on urban regeneration, property
issues. This should include inward investment strategies and urban development and infrastructure provision.
regeneration strategies.
Energy and renewable resources

Demonstrate a broad appreciation of energy and renewable Demonstrate experience of the economic and technical viability and Demonstrate practical competence in providing reasoned advice
resources of energy. Undertake inspections of energy and renewable monitoring of energy and renewable energy facilities. to clients in a wide range of services relating to the energy and
energy facilities. renewable resources sector. Be responsible for the preparation of
formal reports and advice under proper supervision. Demonstrate a
thorough knowledge of the sector.

Engineering science and technology

Demonstrate knowledge and understanding of the principles of the Apply the knowledge to an understanding of the systems, components, Advise on the selection and application of particular processes
design, methodology, logistics and construction in the chosen field timing, methodologies and logistics of the construction of within the area of experience. This should include liaison with
of practice. infrastructure projects in the chosen field of practice. specialists and consultants to develop project-specific design and
Engineering surveying
Demonstrate knowledge and understanding of the principles of the Apply the knowledge to an understanding of the systems, components, Advise on the selection and application of particular processes
design, methodology, logistics and construction in the chosen field timing, methodologies and logistics of the construction of within the area of experience. This should include liaison with
of practice. infrastructure projects in the chosen field of practice. specialists and consultants to develop project-specific design and
Environmental analysis
Demonstrate knowledge and understanding of best practice in Determine an appropriate analytical scope, taking account of present Interpret laboratory results and make recommendations as to further
environmental laboratories, including accreditation requirements and historic site activities, environmental setting and proposed uses. analytical requirements and/or other actions that may be needed.
and criteria.
Environmental assessments
Demonstrate knowledge and understanding of appropriate Apply in practice your understanding of environmental assessment Provide evidence of reasoned advice including the preparation
environmental assessment concepts, processes and systems. and the requirements for compliance, including undertaking an and production of reports based on appropriate environmental
This should include responsibilities imposed by law, codes of practice environmental assessment. assessments.
and other regulations relating to environmental assessment.

Environmental audit (and monitoring)

Demonstrate knowledge and understanding of appropriate Apply in practice your understanding of environmental auditing and Provide evidence of reasoned advice including the preparation
environmental auditing concepts, processes, systems and the role of monitoring, as appropriate. and production of reports of appropriate environmental audits.
the environmental audit in environmental monitoring.
Environmental management
Demonstrate knowledge and understanding of appropriate Apply your understanding of appropriate environmental Give reasoned advice on appropriate environmental management and
environmental management concepts, processes and systems. management and environmental land management concepts, environmental land management concepts, processes and systems.
processes and systems.
Environmental science and processes

Demonstrate knowledge and understanding of the environmental Interpret specialist reports and/or specifications in order to advise Where appropriate, apply your own understanding of environmental
sciences, with particular references to the impact of human on possible present and future environmental implications. science and processes, or specify works and materials, including
activities on the natural & built environment and human health, design detailing, to ensure achievement of environmental objectives.
including ecology soil, water and air.
Financial modelling
Demonstrate a basic understanding of the main financial modelling Apply your knowledge to produce bespoke financial models including Use financial models to provide detailed reasoned advice on the
software packages and how these may be used to create a full property analysis and cash flows from base information performance of investment and development scenarios. Carry out
financial model which illustrates the risk and returns available in a reflecting the individual investment or development characteristics. a full sensitivity analysis taking into account a range of inputs and
development and investment scenario. assumptions. Be able to segregate performance between senior debt
and equity returns using the model to illustrate this.

Fire safety
Demonstrate knowledge and understanding of the consequences Demonstrate knowledge and understanding of the combustion Provide research advice to clients or other bodies on the
of fire in a building, how it is modified by the enclosure and how the process; the physics and chemistry of fire; the physiological and requirements for fire safety engineering, including strategy.
impact may be controlled. Apply fire safety principles to practical psychological effects of fire; and the ability to assess means of Represent clients to statutory bodies in preparing, agreeing and
situations so as to minimise the risk from fire to personal injury or escape systems according to circumstance, including fire safety defending a fire safety strategy.
death, physical loss and adverse environmental impact. management systems.
Forestry and woodland management

Demonstrate the ability to describe the silvicultural requirements, Demonstrate the ability to apply your understanding of silviculture Demonstrate experience of the economics and financial implications
and the tree identification and silvicultural characteristics, of the to the establishment and management of different forest and of various types of forest and woodland systems; preparation and
main commercial and amenity species. Demonstrate knowledge and woodland systems. Demonstrate an understanding of the practice submission of forest and woodland grant scheme applications;
understanding of current grant regimes, product sale options, value of silviculture from seed through establishment of crops, through to calculation of timber yields, forecasting, and use of plans and
added opportunities, prices and markets. thinning and harvesting. Demonstrate an understanding of current recording systems; carrying out valuation of trees and stands of
forestry policy and its impact on grant regimes. timber; and drawing up of thinning and harvest programmes.
Geodesy
Demonstrate knowledge and understanding of the principles of Apply your knowledge in practice, specify and plan surveys and Provide evidence of reasoned advice on advanced practice and
geodesy, Global Navigation Satellite Systems, global/regional/national instrumentation needs, including error sources and ‘fitness for planning. Use advanced software and carry out adjustments and
geodetic reference systems, geoids, datums and projections. purpose’ of data. Use industry standard software and apply network analysis. Advise on client specifications and final product needs.
adjustments and/or transformations.

GIS (Geographical Information Systems)

Demonstrate knowledge and understanding of the principles of Apply your knowledge and assess data quality; define and use Assess clients’ needs and advise them accordingly. Define
geographic information science and systems, including industry appropriate input and data transfer methods; analyse data and specifications including data and process modelling, customise
standard GIS, data structures, types and their applications, and of prepare databases; identify digital data sources and assess systems, carry out advanced spatial analyses, and manage data and
appropriate capture and output systems. ‘fitness for use’. Apply your knowledge of national and international observe data standards.
data standards.
Ground engineering and subsidence

Undertake appropriate investigations including site inspection to Collate, analyse and interpret information gathered after Provide evidence of reasoned advice, prepare and present reports.
research site history and geology. initial research.
Housing maintenance, repairs and improvements

Demonstrate knowledge and understanding of the roles of owners, Apply your knowledge to assess the condition of housing, prepare Advise on obtaining funding and prepare contracts in relation to
occupiers, providers and local authorities in the maintenance, repair reports and cost estimates. the work programmes. Assess and advise on residents’ needs.
and improvement of housing. Demonstrate knowledge of funding Manage work in progress and payments. Demonstrate and apply your
methods available, legislative requirements, and property-related understanding of defect liability and dispute resolution procedures.
health and safety issues.
Housing management and policy

Demonstrate knowledge and understanding of the legislation Apply your knowledge to day-to-day housing management functions, Provide evidence of reasoned advice including the preparation
and statutory regulations that are relevant to the management including the implementation of tenancy conditions, leases or and presentation of reports relating to the formulation and
of housing. licences, relevant legislation and statutory guidance. implementation of housing management policy and good practice.

Housing strategy and provision

Demonstrate knowledge and understanding of the various methods Apply your knowledge to identify and respond to housing needs. This Provide evidence of reasoned advice and contribute to the
used to assess and identify overall housing needs, including the should include house types, tenures, funding, planning, and other formulation and implementation of a housing strategy to meet
options available for housing providers to meet these housing needs. statutory or non-statutory considerations. identified housing needs.
Hydrographic surveying
Demonstrate a working knowledge and understanding of the principles Plan the conduct of marine surveys, including taking into account Assess the client’s needs and define specifications, tenders and/
and limitations of hydrographic survey. Conduct measurements in the safety issues. Specify appropriate instrumentation and ensure correct or contracts. Manage marine surveys. Analyse the data collected
marine environment. calibration. Understand the principles of geodesy on a local and and use it to prepare reports and briefings. Be conversant with the
international basis, and its application in a marine environment. Fully International Law of the Sea and/or maritime boundaries.
understand the principles, application and limitations of navigation,
geophysical and marine survey instrumentation and software.
Indirect investment vehicles

Demonstrate knowledge and understanding of the principles Apply your knowledge to identify which structures might suit an Assist in the analysis and preparation of reasoned advice covering
of indirect investment including the different structures and investor or lender in any given scenario. Understand the management the benefits or otherwise of indirect investment. Participate in the
instruments relating to the ownership and funding of real estate. and risk issues that may differ from a more direct form of investment. establishment and management of such vehicles and demonstrate an
Gain an appreciation of how investing indirectly can assist portfolio understanding of how these vehicles impact the larger direct market.
risk and return management.
Inspection
Demonstrate knowledge and understanding of the different Undertake inspections and apply the information gained to prepare Provide evidence of reasoned advice and recommendations arising
requirements for inspection, together with the required information reports, schedules and/or registers of equipment, presenting from inspections.
and factors affecting the approach to an inspection. appropriate information gained from the inspection.

Insurance
Demonstrate knowledge and understanding of the principles and Apply your knowledge and/or be involved with the insurance of Demonstrate a thorough understanding of the regulations and
practices of insurance in relation to your area of practice. matters in relation to your area of practice. practice governing insurance matters.
Investment management
Demonstrate knowledge and understanding of the principles of Apply the principles of managing property as a financial investment. Provide evidence of reasoned and strategic advice on property as
financial investment in property. a financial investment, including the preparation and presentation
of reports.
Land use and diversification

Demonstrate knowledge and understanding of how a variety of land Apply your knowledge to recognise and evaluate the economic, social Provide evidence of reasoned advice, write reports and undertake
uses, policies and options for diversification have an impact on real and environmental needs of different land uses and options for the management of land use and, where appropriate, diversification
estate and business. diversification in relation to location and markets. and related projects.
Landlord and tenant

Demonstrate knowledge and understanding of the law and practice Apply the principles of the law and practice relating to landlord and Provide evidence of reasoned advice, prepare and present
relating to landlord and tenant. tenant. Carry out relevant negotiations to provide solutions to issues reports on the law and practice relating to landlord and tenant.
affecting both owners and occupiers of real estate. Apply your knowledge to assist in undertaking relevant dispute
resolution procedures.

Leading projects, people and teams

Demonstrate knowledge and understanding of the characteristics Provide evidence of application of your role as a team and project Provide evidence of how you have intervened to improve the
and behaviour required to lead and manage teams. leader and manager. performance of people and teams.
Leasing and letting

Demonstrate knowledge and understanding of how various types Apply your knowledge and skills to the leasing/letting of all types of Provide evidence of reasoned advice and report to clients on all
of property are let (or a similar interest is acquired for a client) and property and demonstrate practical experience of the associated types of leasing or letting transactions. Demonstrate the ability to
the different types of interests that may be placed on the market. decision-making process, marketing, reporting and completion of see complex cases through from start to finish with appropriate
Demonstrate an understanding of the economics of the market for the transaction. Demonstrate knowledge and understanding of other assistance. Be able to provide clients with a holistic view of the entire
such interests and the appropriate legal frameworks. forms of property transaction, and of the reasons supporting the transactional market, and advise them clearly and appropriately,
decision to proceed along the chosen leasing or letting route. not only on the letting or leasing market, but also on other areas.
Legal/regulatory compliance
Demonstrate knowledge and understanding of any legal/regulatory Apply your knowledge to comply with legal/regulatory requirements Provide evidence of reasoned advice, prepare and present reports
compliance requirements in relation to your area of practice. in specific situations within your area of practice. on legal/regulatory compliance requirements in relation to your area
of practice.
Loan security valuation

Demonstrate knowledge and understanding of the financial market Demonstrate practical competence in undertaking valuation for the Provide evidence of complex reasoned quantitative valuation
and how this is supported by valuation advice, including trading purpose of loan security using appropriate techniques, including advice to client in the form of compliant valuation reports. For
assets and loan security, the relevant valuation standards (Red the application of the relevant valuation standards (Red Book) example: SWOT analysis, commenting on loan terms, commenting
Book) and relevant negligence case law, due diligence relevant to to valuation, incorporating lenders’ specific requirements into a on future performance of the investment and commenting on the
loan security valuation, particularly conflict of interest, and risk valuation, and appropriate research into factors affecting risk in loan influences of the wider market.
management in property lending decisions. security valuation.

Local taxation/assessment
Demonstrate knowledge and understanding of the provisions for Undertake valuations and negotiations for a variety of different Provide evidence of reasoned advice to stakeholders (including
taxation of real estate, plant and machinery and/or other property property types using different valuation methods for the purposes senior management within your organisation, clients and courts/
types at a local/municipal level. of local/municipal taxation. tribunal members) in respect of specific cases and/or other local
taxation issues.
Maintenance management
Demonstrate knowledge and understanding of the maintenance Manage and keep up-to-date maintenance information to determine Provide evidence of reasoned advice, write and present reports on
requirements of buildings, structures and other real estate. and implement operational maintenance policies. maintenance management.
Management and regeneration of the built environment

Demonstrate knowledge and understanding of the importance of Apply your knowledge of sustainable management of the built Provide evidence of reasoned advice, write reports and negotiate
sustainable management of the built environment as part of the environment as part of the planning and regeneration process. on all matters relating to sustainable management of the built
planning and regeneration process. Demonstrate an understanding of the roles played by public, private environment as part of the urban planning and regeneration process.
and not-for-profit sectors. This should include the roles played by public, private and not-for-
profit sectors.
Management of the natural environment and landscape

Demonstrate knowledge and understanding of the importance Apply your knowledge of nature conservation and landscape in the Provide evidence of reasoned advice, write reports and negotiate on
and role of nature conservation and the landscape in real estate, management of real estate and development. all matters relating to nature conservation and landscape.
business management and development.

Managing projects
Demonstrate knowledge and understanding of all the stages of a Apply the principles of the project life-cycle process including Provide evidence of reasoned advice to the client on the detailed
project life-cycle including the feasibility study process, the tools the implementation of management procedures necessary for procedures associated with the project life-cycle, including
and techniques associated with project controls, and the essential the smooth running of a project life-cycle/whole life costing and strategies and procedures to analyse, predict and control time and
requirements of a project audit/closeout report. risk assessment. cost on projects.
Market appraisal
Demonstrate knowledge and understanding of the purposes for Demonstrate practical competence in undertaking both sale Preparation of client reports based on interpretation of locational
which market appraisals are undertaken; the relevant appraisal and rental market appraisals and detailed involvement with the market trends, knowledge of investment proposals in the site
methods and techniques; the appropriate standards and guidance preparation and presentation of client reports. Demonstrate your location, and advice on the likely availability and conditionality of
and, in particular, the limitations of such market appraisal advice. ability to use appraisal methods and techniques. Show how the finance for the local market for both the construction period and for
relevant appraisal standards and guidance have been applied. prospective future customers.
Masterplanning and urban design

Demonstrate knowledge and understanding of the information Apply your knowledge to identify, select, assemble and analyse Apply information and skills in the preparation and presentation
required to prepare masterplans and urban design strategies information relevant to the preparation of masterplans and urban of masterplans and urban design strategies and schemes and/or
and schemes. design strategies and schemes. detailed parts thereof.
Measurement
Demonstrate knowledge and understanding of the principles and Apply your knowledge to undertake measurement. Use basic and/ Evaluate, present, manage, analyse data and/or apply spatial data
limitations of measurement relevant to your area of practice. or advanced instrumentation to collect data. Present appropriate and information. Show an advanced understanding of accuracy,
information gained from measurement. precision and error sources.

Minerals management
Demonstrate a broad appreciation of geology, exploration techniques Analyse site investigations and interpret results. Demonstrate Design, give advice on, and/or manage minerals exploitation
(including site investigation), and surface and/or underground an appreciation of the economic and technical viability and/or schemes, their implementation and/or property interests therein.
mining methods. management of minerals extraction and restoration.
Object identification
Demonstrate knowledge and understanding of the object Apply your knowledge of object identification. Demonstrate the ability to give reasoned advice based on your
identification checklist, including the characteristics to be assessments of objects.
observed, to be able to complete an object identification.
Open data
Demonstrate knowledge and awareness of open data sources and Apply your knowledge to the collection, storage and management Provide evidence of the application and implementation of open data
formats, the benefits and risks and opportunities of open data and of open data, demonstrating the achievement of data quality, data in a project that combines complex data sets to deliver a unified set
the current open data technology landscape and policy debates. hygiene and data security. for analysis.
Performance management
Demonstrate knowledge and understanding of performance Apply your knowledge and understanding of performance Provide evidence of reasoned advice on the organisational
management approaches and methodologies. management within a business context. requirements of performance management and show evidence of
performance metric tracking across CRE services and capabilities.

Planning and development management

Demonstrate knowledge and understanding of the key principles Apply your knowledge to identify, select, assemble and analyse Apply information and reasoned advice in the preparation,
and processes used to determine both the need for planning information relevant to the preparation or determination of presentation and/or negotiation of planning application and/or
consent and the procedures involved in obtaining appropriate appropriate planning applications. appeals documentation.
planning permission.
Procurement and tendering

Demonstrate knowledge and understanding of the main types of Apply your knowledge to the implementation of the procurement Give reasoned advice on the appropriateness of various procurement
procurement. Demonstrate knowledge and understanding of the routes selected for your projects and to carrying out tendering and routes. Manage the tendering and negotiation process and present
tendering and negotiation processes involved in procurement. negotiation processes relevant to them. reports on the outcome.
Programming and planning

Describe the principles of financial and programme monitoring of Assess, interpret and report on the programme control of projects. Provide evidence of reasoned advice on, or implement the principles
projects, including planning techniques such as Gantt charts etc. of, executive programme control of projects. Your advice should
Demonstrate knowledge and understanding of the various types of demonstrate a good understanding of planning techniques (pert
programmes and schedules commonly used on projects. diagrams, network analysis/ critical path method).
Project controls
Demonstrate knowledge and understanding of the tools and Apply your knowledge of how to interpret, analyse and report upon Provide proof of how you advise on strategies and procedures to
techniques associated with project controls, including work data produced by project control techniques to facilitate both analyse, predict and control time and cost on infrastructure projects.
breakdown structures, Earned Value Management, productivity and forensic and predictive decision-making.
resource analysis and programming.

Project feasibility analysis

Describe the feasibility study process, including the financial and Apply the techniques used in value management/value engineering, Initiate and monitor a feasibility study. Advise on the economics
town planning aspects associated with a development appraisal. life cycle/ whole life costing and risk assessment, together with a of design, on the use of value management and value engineering
balance sheet analysis. techniques and on how to undertake a full risk and balance
sheet analysis.
Project finance
Demonstrate knowledge and understanding of the effective control Apply your knowledge to the management of project costs. This Advise on strategies and procedures to control predicted expenditure
of costs during a project. Demonstrate understanding of the legal should include the preparation and presentation of financial reports in line with a budget.
and contractual constraints and the effect of time and quality on the on the performance of a project at appropriate intervals, to provide Candidates for the Infrastructure pathway should provide evidence
cost of a project. effective forecasting of costs, risks and their financial implications. of reasoned advice to clients and senior management on strategies
Within the context of the Infrastructure pathway, this competency Within the Infrastructure pathway, candidates must apply their and tactics for dealing with funding and finance issues on
is about the funding sources and the principal forms of investment knowledge to identify the factors that affect the ability to obtain infrastructure projects.
finance in infrastructure projects. . finance to fund an infrastructure project and the use of project
finance evaluation techniques on infrastructure projects.
Property finance and funding

This competency focuses on the candidate’s understanding of the Demonstrate knowledge and understanding of the role and Provide evidence of reasoned advice on maximising the viability
range of finance available, their understanding of how this is sourced importance of finance in property, including the principal forms of any funding situation. Demonstrate your appreciation of the
and how this may be used to assist with property investment and of investment finance and their sources. Identify the factors that impact of property matters on valuation and funding. Demonstrate
development scenarios. Candidates will be expected to apply this affect the ability to obtain finance to fund any investment project. your understanding of the impact of funding matters on the
knowledge in order to provide advice to clients on their financing Identify appropriate sources of finance and understand the principles property market.
options and the impact of this on their returns. that apply to securing finance for different purposes.

Property management
Demonstrate knowledge and understanding of property Apply the principles of property management to provide solutions to Provide evidence of reasoned advice including the preparation and
management and the relationship between owner and occupier. issues affecting both owners and occupiers of real estate. presentation of reports in relation to property management.
Purchase and sale

Demonstrate knowledge and understanding of how various types of Apply your knowledge and skills to the purchase or sale of all types Provide evidence of reasoned advice and report to clients on all types of
property are sold (or a similar interest is acquired for a client) and of property and demonstrate practical experience of the associated purchase or sale transactions. Demonstrate the ability to see complex
the different types of interests that may be placed on the market. decision-making process, marketing, reporting and completion of cases through from start to finish with appropriate assistance. Be
Demonstrate an understanding of the economics of the market for the transaction. Demonstrate knowledge and understanding of other able to provide the client with a holistic view of the entire transactional
such interests and the appropriate legal frameworks. forms of property transaction the reasons supporting the decision to market and advise him/her clearly and appropriately, not only on the
proceed along the chosen purchase or sale route. sale or disposal market but also on other areas.
Quantification and costing

Demonstrate knowledge and understanding of the principles of Apply your knowledge to the quantification and costing of Advise on appropriate methods of quantification and costing for
quantification and costing of construction works as a basis for the construction works, including the use of appropriate standard specific projects. Take responsibility for the preparing and issuing
financial management of contracts. methods of measurement and forms of cost analysis. Carrying out pricing documents. Price or analyse such documents. Give advice
measurement and costing of works at all stages of the process. on and/or supervise the valuation of works throughout a project.
Quantification, costing and price analysis

Demonstrate knowledge and understanding of the principles of Apply the knowledge to the quantification and costing of works, Advise on strategies and procedures to analyse, predict and control
quantification, costing and rate price analysis of works as a basis for including the use of appropriate standard methods of measurement time and cost on projects. Take responsibility for preparing and
the financial management of projects. and forms of benchmarking and cost analysis. Apply price rate issuing pricing documents. Price or analyse such documents.
analysis in both forensic and predictive techniques.

Remote sensing and photogrammetry

Demonstrate knowledge and understanding of the principles of Apply your knowledge of scales, camera and satellite principles Provide evidence of fit-for-purpose advice on client requirements.
remote sensing and photogrammetry (both aerial and terrestrial). and different data capture techniques. Understand and undertake Identify and assess client specifications. Use advanced industry
procedures for routine data capture, and analyse and/or adjust/ software and advise on data transfer and/or format.
transform data. Use standard industry software.
Research methodologies and techniques

Demonstrate your ability to collect and collate appropriate data and Demonstrate the effective and appropriate analysis and interpretation Demonstrate effective application of analysis and interpretation
other relevant material. Demonstrate familiarity with data and other of data and other material. Demonstrate your ability to make effective of research. Demonstrate your ability to apply the analysis to
sources, and with data handling and manipulation techniques. use of appropriate research methodologies and techniques, and to client requirements.
match your choice of methodologies to client requirements.
Risk management
Demonstrate your knowledge and understanding of the nature of Apply your knowledge to carry out risk assessments taking into Provide evidence of reasoned advice and implement systems to
risk and, in particular, of the risks associated with your area of account all relevant factors. Understand the application of the manage risk by competent management in relation to specific projects.
business/practice. various methods and techniques used to measure risk.
Smart cities and intelligent buildings

Demonstrate knowledge of the types of data that can be collected Apply your knowledge to the collection, storage and management of Provide evidence of the ability to use and generate application
through building, personal and infrastructure sensors and how spatial sensor data, demonstrating the achievement of data quality, scenarios that capture and store sensor data in structures, that allows
sensor data can be processed to support the management and data hygiene and data security. the analysis of the data by conventional and visual representation.
visualisation in the built environment.

Spatial planning policy and infrastructure

Demonstrate knowledge of national (as appropriate to a candidate’s Apply your knowledge to identify, select, assemble and analyse Use information and skills in the preparation and presentation of
location) spatial planning and infrastructure systems, their information relevant to the preparation and review of land use reports that interpret land use and/or infrastructure planning, in
legislative basis and key national policies and programmes. planning policies and plans. This infrastructure planning and order to give reasoned advice, as regards investment, valuation
provision includes transportation, energy, waste, IT and local and/or development decision making and implementation.
community infrastructure related provision.
Stakeholder management
Demonstrate knowledge and understanding of the principles and Apply the knowledge to ensure that all parties are aligned with Provide evidence of reasoned advice and implement systems to
techniques associated with engaging and communicating with the project objectives using identification, analysis, matrix and manage risk by competent management in relation to specific projects.
all relevant project stakeholders, including an understanding of engagement techniques.
decision-making in pluralistic clients.
Strategic real estate consultancy

Demonstrate knowledge and understanding of the business context Apply your knowledge and understanding of the business context of Provide evidence of reasoned oral and written advice on the
of real estate, and an appreciation of the role of the real estate real estate in a corporate or other context. principles and application of real estate knowledge.
professional as a strategic adviser.
Supplier management
Demonstrate knowledge and understanding of how to manage Apply your knowledge and understanding by using an existing Provide evidence of appropriate approach to the management of
suppliers using a logical process to ensure that scope and value of process to manage suppliers to ensure that the scope and value of an individual supplier or group of suppliers based on the scale of the
the service received meets organisational requirements. the service received meets organisational requirements. service and the risk of service failure.

Surveying and mapping

Demonstrate knowledge and understanding of the principles of Apply your knowledge of mapping and geographical sciences in Provide evidence of reasoned advice on the design and specification
mapping and geographic information sciences appropriate to your relation to your area of practice. of mapping and/or geo-information projects in a national and/or
area of practice, including the accuracy, scale, currency and fitness for international context.
purpose of hardcopy and/or digital maps, drawings, imagery and plans.
Surveying land and sea

Demonstrate knowledge and understanding of the principles of Apply your knowledge by identifying, planning and accessing survey Define and assess client needs. Define specifications and prepare
geomatics and the various applications of its techniques within the requirements, specifications and appropriate instrumentation. Use tenders and/or contracts. Demonstrate that you are fully conversant
natural, maritime and built environments. industry standard survey and/or offshore software, and demonstrate with the principles of geodesy on a national, international and/or
an understanding of the principles, uses and limitations of Global maritime basis.
Navigation Satellite Systems and other navigation systems.
Taxation
Demonstrate knowledge and understanding of the relevant Apply your knowledge and understanding of the principal main Provide evidence in relation to asset taxation matters and the
provisions, general criteria and statutory framework for taxation valuation directing provisions in relation to capital taxation, capital conduct of negotiations with national taxation authorities.
of different classes of assets. allowances, corporate intangibles regime and transfer pricing.
Use of the marine environment

Demonstrate an understanding of the principles of inshore and Apply these principles to planning for the exploitation and/or use of Oversee the conduct of operations to use and/or exploit marine
offshore resource development, exploitation and/or conservation marine resources. Use appropriate marine data capture and analysis resources. Analyse the data collected and prepare reports and
as well as the relevant legal guidance and environmental issues. software and/or instrumentation. briefings on the data collected. Advise on national and international
policy on ocean and inshore resource management.

Valuation
Demonstrate knowledge and understanding of the purposes for Demonstrate practical competence in undertaking both capital and Be responsible for the preparation of formal valuation reports under
which valuations are undertaken, the relevant valuation methods rental valuations and detailed involvement with the preparation and proper supervision and provide reasoned advice.
and techniques, the appropriate standards and guidance, and any presentation of client reports. Produce reasoned valuation advice in a range of forms on a range
relevant statutory or mandatory requirements for valuation work Demonstrate your ability to use valuation methods and techniques of property types, valuation purposes and valuation methods.
in your area of practice. appropriate to your area of practice. Show how the relevant Demonstrate a thorough knowledge of the appropriate valuation
valuation standards and guidance have been applied to your standards and guidance and how they are applied providing advice
valuation experience. to clients.
Valuation of businesses and intangible assets

Demonstrate knowledge and understanding of the purposes Apply your knowledge and understanding of business valuations Demonstrate practical competence in undertaking business
for which valuations of businesses and/or intangible assets are showing detailed involvement with the preparation and valuations and their component parts for a range of purposes.
undertaken, the relevant valuation methods and techniques, the presentation of client reports. Demonstrate your ability to use Demonstrate the application of the relevant valuation methods and
appropriate standards and guidance, and any relevant statutory or the valuation methods and techniques appropriate to your area of techniques and a thorough knowledge of the appropriate valuation
mandatory requirements for this type of valuation work. practice. Show how any relevant standards and guidance have been standards and guidance and how they are applied in practice.
applied to your experience. Note: the businesses considered may relate to a particular sector but the candidate’s
Note: to achieve Level 2, candidates will not necessarily be carrying out valuations as part experience should cover providing clients with valuation advice on a range of types of
of their full time day-to-day activities. businesses and their component parts for a range of purposes, such as for financial
statements, internal management, purchase or sale reports, tax and litigation, but not
necessarily all of these. The types of businesses and their component parts should ideally
be varied both in terms of usage, interest and size.
Valuation reporting and research

Demonstrate knowledge and understanding of the nature and Apply your knowledge of valuation reporting and research to analyse Provide evidence of reasoned advice in relation to valuation reports,
context of valuation reports, research analysis, interpretation and and interpret key inputs for appraisal purposes, benchmarking valuation standards, methodologies, validation and interpretation of
validation of information. techniques, valuation context and settings. inputs and data.

Waste management
Demonstrate a broad appreciation of practical aspects of waste Demonstrate an appreciation of the economic and technical viability Design, advise on, and/or manage waste management schemes,
management and regulatory regime. Undertake inspections of waste and/or management application of the practical requirements and their implementation and/or property interests therein.
management facilities. monitoring of waste facilities.
Works progress and quality management

Inspect and record progress and quality of building works. Report and advise upon the adequacy of progress and quality of Manage and co-ordinate progress and quality of building works as
building works. a contract administrator/supervising officer or equivalent.
Workspace strategy
Demonstrate knowledge and understanding of how workspace Provide evidence of the practical application utilising workspace Provide evidence of reasoned advice relating to workspace
strategy is integral to business. strategy to improve business performance. strategies to enable the improvement of business performance.

Confidence through professional standards
RICS promotes and enforces the highest professional qualifications and standards in the valuation,
development and management of land, real estate, construction and infrastructure. Our name
promises the consistent delivery of standards – bringing confidence to markets and effecting
positive change in the built and natural environments.
Americas Asia Pacific EMEA

Latin America ASEAN Greater China (Shanghai) Oceania Africa Ireland United Kingdom RICS HQ
ricsamericalatina@rics.org ricsasean@rics.org ricschina@rics.org oceania@rics.org ricsafrica@rics.org ricsireland@rics.org contactrics@rics.org
North America Greater China (Hong Kong) Japan South Asia Europe Middle East
ricsamericas@rics.org ricshk@rics.org ricsjapan@rics.org ricsindia@rics.org ricseurope@rics.org ricsmiddleeast@rics.org
rics.org
JUL2018/DML/20102/GLOBAL

RICS Requirements and Competencies Guide: August 2018

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RICS Requirements and

RICS Requirements and Competencies guide 2

RICS Requirements and Competencies guide 3

RICS Requirements and Competencies guide 4

RICS Requirements and Competencies guide 5

RICS Requirements and Competencies guide 6

Ethics, Rules of Conduct and professionalism

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 7

Examples of likely knowledge, skills and experience at each level

continued on next page

RICS Requirements and Competencies guide 8

Client care (continued)

RICS Requirements and Competencies guide 9

Communication and negotiation

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 10

Health and safety

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 11

Accounting principles and procedures

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 12

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 13

Conflict avoidance, management and dispute resolution procedures

Examples of likely knowledge, skills and experience at each level

continued on next page

RICS Requirements and Competencies guide 14

Conflict avoidance, management and dispute resolution procedures (continued)

RICS Requirements and Competencies guide 15

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 16

Diversity, inclusion and teamworking

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 17

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 18

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 19

Leadership (mandatory for Senior Professional applicants only)

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 20

Managing people (mandatory for Senior Professional applicants only)

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 21

Examples of likely knowledge, skills and experience at each level

RICS Requirements and Competencies guide 22

RICS Requirements and Competencies guide 23

RICS Requirements and Competencies guide 24

Commercial Real Estate

RICS Requirements and Competencies guide 25

Corporate Real Estate

RICS Requirements and Competencies guide 26

RICS Requirements and Competencies guide 27

RICS Requirements and Competencies guide 28

RICS Requirements and Competencies guide 29

RICS Requirements and Competencies guide 30

Land and Resources

Level 3 Five to Level 3 and one to Level 2 • Property management

RICS Requirements and Competencies guide 31

• Business planning • Economic development

RICS Requirements and Competencies guide 32