CHARTERED SURVEYOR (DEGREE)

Details of standard

This standard has options. Display duties and KSBs for:

All

Occupation summary
This occupation is found in the land, property and construction sectors. The broad purpose of the
occupation is to provide professional advice relating to land, property, construction or infrastructure
including design, building, procurement, value and management. Chartered Surveyors measure, value,
manage and protect the world’s physical and natural assets to ensure their potential is maximised.
They play an integral part in all transactions across land, property, construction and infrastructure and
are responsible for entire projects and the lifecycle of buildings from overseeing planning, design and
construction, through to occupation, sustainable usage, demolition and redevelopment. From city
skyscrapers to sports stadiums, forests to festival sites, shopping centres to the homes we live in
Chartered Surveyors are involved in them all.
Chartered Surveyors require a mix of high level technical skills, business skills, an understanding of
people and communities, appreciation of the built and natural world and the ability to bring these
diverse skills together. Chartered Surveyors solve problems, use leading edge technology and take
account of a wide range of issues in order to provide their advice including legal and regulatory issues,
nance, cost, sustainability, inclusivity and health and safety. Chartered Surveyors abide by the Royal
Institution of Chartered Surveyors’ Rules of Conduct and ethical principles because they hold positions
of responsibility and make decisions that have signi cant nancial implications and impact on the
natural and built environment. The occupation is regulated by high standards of professionalism
assuring clients and employers of the quality of service they will receive. Chartered Surveyors are
responsible for autonomously managing their own work programs and time while maintaining their
own personal development and contributing to that of others.

There are three distinct pathways:

Building Surveying: providing professional advice on buildings and construction, ranging from city o ce
blocks and skyscrapers to home extensions. Undertaking detailed surveys of buildings identifying
defects and advising on repair, maintenance and restoration options.

Quantity Surveying & Project Management: negotiating contracts and prices, assessing, evaluating and
managing construction projects to ensure the best value for money and quality including life cycle
costing, cost planning, procurement and tendering, contract administration and commercial
management.

Property: valuing (including inspecting and measuring), managing, buying, selling, developing and
leasing land and property.

Typical job titles include:

Chartered building surveyor Chartered commercial property surveyor

Chartered minerals surveyor Chartered planning and development surveyor

Chartered project management surveyor Chartered quantity surveyor

Chartered rural surveyor Chartered surveyor Chartered valuation surveyor

Corporate real estate surveyor and property management surveyor

Residential surveyor

Entry requirements
Apprentices will be required to complete a Royal Institution of Chartered Surveyors (RICS) accredited
BSc/BSc(Honours) or (where the apprentice already holds a Level 6 degree and subject to an
assessment of prior learning) an RICS accredited Post Graduate Diploma or MSc. Apprentices without
Level 2 English and Maths will need to achieve this level prior to taking the end point assessment. For
those with an education, health and care plan or a legacy statement, the apprenticeship English and
Maths minimum requirement is Entry Level 3 and British Sign Language quali cations are an alternative
to an English quali cation for those for whom this is their primary language. Whilst any entry
requirements will be a matter for individual employers, typically an apprentice might be expected to
have already achieved Level 3 quali cations e.g. A Levels or a Level 3 apprenticeship.

Core occupation duties

DUTY KSBS

Duty 1 Provide professional advice and recommendations K2 K5 K8 K9

to clients relating to land, property or construction
S1 S5

B1 B2 B3 B4 B5

Duty 2 Manage client instructions from engagement to K2 K8 K9

completion
S1 S5

B1 B2 B3 B4 B5

Duty 3 Liaise with other professionals typically including K1 K2 K8 K9

legal advisers, architects, engineers, town planners and
contractors S1 S4 S5

B1 B2 B3 B4 B5

Duty 4 Negotiate contracts and prices K1 K2 K3 K5 K6 K8 K9

S1 S4 S5

B1 B2 B3 B4 B5
DUTY KSBS

Duty 5 Analyse data relating to land, buildings or K2 K7 K8 K9

construction
S1 S3 S5

B1 B2 B3 B4 B5

Duty 6 Follow due diligence in providing advice to clients K2 K4 K5 K6 K8 K9

S1 S2 S5

B1 B2 B3 B5

Duty 7 Undertake detailed inspections of buildings, land or K2 K4 K5 K6 K7 K8 K9

construction
S1 S2 S3 S5

B1 B2 B3 B4 B5

Duty 8 Analyse information from inspections or visits to K1 K2 K3 K4 K5 K6 K7 K8 K9

buildings, land and construction sites
S1 S2 S3 S4 S5

B1 B2 B3 B4 B5

Option duties

Building Surveying duties

DUTY KSBS

Duty 9 Undertake detailed inspections and surveys and K10

identify defects. Provide advice relating to surveys and
inspections. S6

B1 B2 B3 B4 B5

Duty 10 Prepare designs and speci cations including at K11

outline and detail levels.
S7

B1 B2 B3 B4 B5

Duty 11 Implement administrative procedures for the K12

running of a construction project
S8

B1 B2 B3 B4 B5

Property duties
 DUTY KSBS

Duty 15 Prepare capital and rental valuations and K16

appraisals of land and property and provide reports
S12

B1 B2 B3 B4 B5

Duty 16 Negotiate solutions relating to legal issues K17

regarding land and property ownership, occupation and/or
development S13

B1 B2 B3 B4 B5

Duty 17 Undertake the inspection and measurement of K18

land and property
S14

B1 B2 B3 B4 B5

Quantity Surveying & Project Management duties

DUTY KSBS

Duty 12 Advise on procurement routes and tender K13

processes.
S9

B1 B2 B3 B4 B5

Duty 13 Undertake costing and cost planning of K14

construction projects.
S10

B1 B2 B3 B4 B5

Duty 14 Manage e ciencies in construction projects K15

S11

B1 B2 B3 B4 B5

KSBs
Knowledge
K1: Law - The law and the role of legal advisers relating to either acquisition/disposal of property,
standard forms of building contracts or other property related contracts.

K2: Information management - The methods and techniques for providing information, data and advice
to clients.

K3: Finance - Accounting procedures and methods for obtaining and managing nance.
K4: Health and safety - How to ensure safe and secure working environments for self and others.

K5: Diversity and inclusion - The importance and recognition of diversity. Legal, regulatory and ethical
requirements including inclusive environments.

K6: Sustainability - How to embed sustainability into projects and how to in uence client behaviour.

K7: Construction technology - The technology of complex buildings including materials.

K8: Ethics and professionalism - The role, governance and regulatory frameworks of the RICS. Global
and professional ethical standards and Rules of Conduct and how to deal with ethical dilemmas.

K9: Client relationships - How to manage client/customer relationships.

K10: Building pathology - The detailed pathology of buildings and the related defects, causes and
remedies. The methodology for completing a property inspection and inspection techniques.

K11: Design and speci cation - The various stages of the design process, legal requirements and
regulations including planning, Building Regulations and health and safety requirements and the
structural implication of design.

K12: The standard forms of building/construction contract and subcontract, contractual mechanisms
and procedures applied at various stages of the contract. The role and responsibilities of the contract
administrator and the duties of the parties to the contract.

K13: Procurement and contracts - Identifying when di erent forms of procurement and tendering are
appropriate and the clauses of building/infrastructure contracts.

K14: Costing and cost planning of construction works - The detailed quanti cation and costing of
construction works and the methods of cost planning that can be applied.

K15: Construction project control and reporting – Management of a construction project and the
principles of contingencies and risk allowances. Life cycle costing and value engineering. Techniques to
manage contractors, sub contractors and/or suppliers. Reporting and forecasting.

K16: Applied valuation and appraisal - How to undertake complex capital and rental valuations of land
and property and the requirements for valuation reporting.

K17: Land, property and planning law - How land law, the law of landlord and tenant and planning law
a ects the occupation, management and use of buildings and land.

K18: Inspection and measurement – The requirements and reasons for a property inspection. Safety
issues when undertaking an inspection and identifying access arrangements. The basis on which
measurement should be undertaken, data capture techniques and appropriate standards and
guidance. Limitations and degrees of accuracy required for measurements

Skills
S1: Information management - Provide data, information and advice for clients relevant to the
surveying discipline.

S2: Health and safety - Recommend solutions to ensure safe and secure working environments.

S3: Construction technology - Provide advice relating to the construction technology of buildings and
their materials.

S4: Law - Negotiate and agree terms for acquisition/disposal of property, standard forms of building
contracts or other property related contracts and liaise with legal advisers.

S5: Consultancy - Manage instructions from engagement to completion.

S6: Building surveys – Undertake inspections and surveys and provide advice and recommendations to
clients relating to building surveys.

S7: Prepare designs and speci cations – Carry out the preparation of the design and speci cation of
building projects from outline proposals to completion of the design and speci cation process.

S8: Administer contracts – Implement administrative procedures for the running of a construction
project. Issue instructions, deal with payment provisions, manage variation procedures and deal with
completion and possession issues and the issuing of certi cates.

S9: Tendering and procurement - Provide advice and recommendations as to appropriate procurement
routes and manage the tendering processes relevant to them.

S10: Costing and cost planning of construction works - Undertake the detailed quanti cation, costing
and cost planning of complex construction works.

S11: Manage e ciencies of construction contracts – Manage the construction phase of a construction
project. Carry out life cycle costing and apply value engineering processes. Prepare data, reports and
forecasts.

S12: Valuation and appraisal - Prepare capital and rental valuations of land and property for a range of
formal and appraisal purposes and prepare client reports.

S13: Land, property and planning law - Negotiate solutions to issues a ecting both owners and
occupiers of land and property including at least two of management, sales, lettings, purchase and/or
planning.

S14: Inspection and measurement – Undertake inspections of land and property and prepare related
reports and advice. Use appropriate instrumentation to take measurements of land and property.
Apply the appropriate guidance and use the appropriate basis to undertake measurements. Prepare
and present measurements in an appropriate manner.

Behaviours
B1: Provide a high standard of service - Always ensure your client, or others to whom you have a
professional responsibility, receive the best possible advice, support or performance of the terms of
engagement you have agreed to and ensure you always give attention to detail.

B2: Act in a way that promotes trust in the surveying profession - Act in a manner, both in your
professional life and private life, to promote you, your rm or the organisation you work for in a
professional and positive way.

B3: Act with integrity - Always be trustworthy, open and transparent. Respect con dential information
of your clients or potential clients and do not allow bias, con ict of interest or the undue in uence of
others to override your professional or business judgments or obligations. Always act consistently in
the public interest when making decisions or providing advice.

B4: Treat others with respect - Treat everyone with courtesy, politeness and respect and consider
cultural sensitivities and business practices.

B5: Take responsibility - Always act with skill, care and diligence and deal with any complaint in an
appropriate professional manner.

Qualifications
English & Maths
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-
Point Assessment. For those with an education, health and care plan or a legacy statement, the
apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language
(BSL) quali cation is an alternative to the English quali cation for those whose primary language is BSL.

Other mandatory qualifications

Apprentices will be required to complete a Royal Institution of Chartered
Surveyors (RICS) accredited BSc/BSc(Honours) or (where the apprentice already
holds a Level 6 degree and subject to an assessment of prior learning) an RICS
accredited Post Graduate Diploma or MSc that states it is linked to this
apprenticeship.
Level: 6 (non-integrated degree)

Additional details
Occupational Level:
6

Duration (months):
60

Review
This apprenticeship standard will be reviewed after three years

Find an apprenticeship

Postcode (optional)

Version log
VERSION CHANGE DETAIL EARLIEST START LATEST START LATEST END DATE
DATE DATE

1.2 End-point 27/05/2020 Not set Not set

assessment plan
and standard
revised

1.1 End-point 26/05/2016 26/05/2020 Not set

assessment plan
and standard
revised. The
funding band for
this standard has
been reviewed and
remains at £27000.
(May-2018).

1.0 Approved for 10/09/2015 25/05/2016 Not set

delivery