ABBE Handbook - Level 6 Diploma in Residential Surveying and Valuation

Level 6 Diploma in
Residential Surveying and Valuation

Sava Handbook
Qualification Recognition Number: 603/3516/6
ABBE Qualification Code: DipRSVL618
August 2018
This qualification handbook was developed in August 2018. No changes have been made to this
specification since that date.
This document is copyright under the Berne Convention. All rights are reserved. Apart from any fair dealing for the
purposes of private study, research, criticism or review, as permitted under the Copyright, Designs and Patents Act
1998, no part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any
means, electronic, electrical, chemical, mechanical, optical, photocopying, recording or otherwise, without prior written
permission of the copyright owner. Enquiries should be addressed to Awarding Body for the Built Environment (ABBE).
Copyright © Awarding Body for the Built Environment 2018
ABBE is a wholly owned subsidiary of Birmingham City University
Page | 2 Qualification_Handbook _ August 2018_V1

Contents
1. The Awarding Body for Built Environment (ABBE)
1.1 Introduction 5
1.2 Our values, vision and mission 5
1.3 ABBE Handbook 5
1.4 Data protection 5
1.5 Complaints 5
1.6 Enquiries 6
2. Qualification Information
2.1 Qualification purpose 7
2.2 Suitable for? 7
2.3 Qualification number 7
2.4 Qualification level 7
2.5 Total Qualification Time (TQT) 7
2.6 Qualification size and credit 7
2.7 Additional information 8
2.8 Progression 8
2.9 Age ranges 8
2.10 Structure of qualification 8
2.11 Barred units 9
2.12 Grading 9
3. Qualification Units
3.1 Qualification units 10
4. Learner Information
4.1 Pre-course procedures 32
4.2 Physical requirements 32
4.3 Language 32
4.4 Learners with proven Reasonable Adjustments and Special Consideration 32
4.5 Individual learner plan 32
4.6 Subject specialist support 32
4.7 Learning resources 32
4.8 Role of the Learner 33

4.9 Role of the Assessor 34
4.10 Role of the Internal Verifier 34
4.11 Mentor support 34
4.12 AssocRICS 34
5. Assessment
5.1 Assessment methods 35
5.2 Evidence principles 36
5.3 Evidence requirements 36
6. Examinations
6.1 Examination arrangements 38
6.2 Examination details 38
6.3 Results Enquiries and Appeals 43

1. The Awarding Body for the Built Environment (ABBE)
1.1 Introduction
ABBE, the Awarding Body for the Built Environment is a forward thinking organisation that
offers a range of apprenticeships, qualifications, benefits and support.
ABBE is regulated by Ofqual, and Qualifications Wales for the delivery of a range of qualifications.
Our qualifications are nationally recognised helping learners to achieve their full potential and
ambitions.
The full range of qualifications can be found on our website http://www.abbeqa.co.uk
1.2 Our values, vision and mission
Our Values: Quality through Standards
Our aim is to provide a high-quality experience by building a strong community of mutual

support and trust. We can use our collective talents to build meaningful partnerships to
help us all to achieve our goals. ABBE is a recognised Awarding Organisation with strong
professional integrity.
Our Vision:
Is that every learner is confident, successful and has the opportunity to achieve their full
potential.
Our Mission:
ABBE Educates, inspires and empowers learners
1.3 ABBE Qualification Handbook
This is the Qualification Handbook for the ABBE Level 6 Diploma in Residential Surveying and
Valuation. The aim of this handbook is to provide learners with guidance and information to
achieve their qualification.
This handbook is a live document and, as such, will be updated when required. Centres will be
informed via email when changes are made and the new handbook will list where those changes
are. It is the responsibility of the approved centre to ensure the most up to date version of the
Qualification Handbook is in use.
This document is copyright but may be copied by approved centres for assessing learners.
1.4 Data Protection
ABBE is compliant with the Data Protection Act and handles all data in accordance with the
required procedures of the Act.
1.5 Complaints
ABBE aims to constantly monitor the levels of service provided to our centres.
There may be times when our centres do not feel we have met their needs. In these cases, centres
may complain in writing to ABBE. ABBE will attempt to resolve all complaints within the published
timescales, and will record and review all complaints as part of our customer service commitment.

1.6 Enquiries
Any enquiries relating to this qualification should be addressed to:
ABBE
Birmingham City University
iCentrum, 6 Holt Street
Birmingham
B7 4BP
Tel: 0121 331 5174

Email: abbeenquiries@bcu.ac.uk
Website: www.abbeqa.co.uk

2. Qualification Information
2.1 Qualification purpose
This qualification enables the holder to offer the property inspection report. The qualification
enables holders to meet the requirements of the pathway for Associate Assessment for residential
Surveying and Valuation (AssocRICS) and meets the requirements for the Royal Institution of
Chartered Surveyors (RICS) Level 3 valuations.
Learners who hold this qualification and complete the RICS Ethics Module will be able to join RICS
on the AssocRICS pathway
2.2 Suitable for?
The Diploma in Residential Surveying and Valuation is an industry-recognised and is aimed at

those seeking a new career in residential surveying. This is the only vocational route into the
residential surveying profession, giving those without a qualifying degree the opportunity to study
and specialise in residential surveys and valuations.
2.3 Qualification Number
ABBE Level 6 Diploma in Residential Surveying and Valuation: 603/3516/6
2.4 Qualification Level
This qualification has been listed on the Regulated Qualifications Framework (RQF) at: Level 6
2.5 Total Qualification Time
This qualification is allocated Total Qualification Time (TQT) this includes Guided Learning (GL)
expressed in hours, which indicates the number of hours of supervised or directed study time and
assessment. Credit has also be allocated to this qualification.
 The Total Qualification Time (TQT) for this qualification is: 800
 Guided Learning (GL) for this qualification is: 400
 Credit Value: 80 credits
2.6 Qualification size and credit
The size of the qualification can also be indicated by the terms; award, certificate or diploma.
These terms reflect the size of the qualification rather than its difficulty. The qualification levels
indicate the complexity of the qualification.
 An Award indicates a small-sized qualification that has a TQT value of 120 hours or less
 A Certificate indicates a medium-sized qualification that has a TQT value in the range of
121-369
 A Diploma indicates a large-sized qualification that has a TQT value of 370 or more.
Credit is determined by dividing the Total Qualification Time by 10. For example, a qualification
which has TQT of 120 hours would have 12 credits.

2.7 Additional Information
The qualification has been regulated on the Regulated Qualifications Framework (RQF) and may
be eligible for public funding.
The qualification title features in the funding lists published annually by the DfE and the regularly
updated website. It will also appear on Learning Aims Reference Service (LARS), where relevant.
You should use the Qualification Number if you wish to seek public funding. Each unit within a
qualification will also have a Unit Reference Number (URN), which is listed in this handbook. The
qualification title and unit reference numbers will appear on the learners’ final certification
document.
2.8 Progression
The Diploma has been designed to ensure that learners have sufficient occupational competence
to practise as Residential Surveyors and Valuers. Learners must submit valid evidence, derived
from the workplace or approved simulated environments to enable the assessment centres to
verify their competence.
The Diploma is designed to:
 establish a framework of education and training for prospective Residential Surveyors and
Residential Surveyors and Valuers
 provide opportunities for learners to achieve a robust and recognised qualification
 define the knowledge, understanding and skills learners must have to undertake
residential inspections and residential valuations
2.9 Age ranges
Pre 16 No
16-18 No
18+ Yes
19+ Yes
2.10 Structure of the Qualification
To achieve the ABBE Level 6 Diploma in Residential Surveying and Valuation learners must
achieve the six mandatory units.
Mandatory Units
URN Unit Name Credit Value Level
D/617/1805 Conduct inspection and assessment in an effective 10 6

and professional manner
H/617/1806 Prepare for property inspections 8 6
K/617/1807 Undertake property inspections 22 6
M/617/1808 Produce, Maintain and distribute reports 12 6

T/617/1809 Investigate and evaluate factors that impact on the 16 6
value of residential
K/617/1810 Value residential property 12 6
2.11 Barred Units
Units with the same title at different levels or units with the same content cannot be combined in
the same qualification.
2.12 Grading
This is Pass/Fail only

3. Qualification Units
Unit 1: Conduct inspection and assessment in an effective and professional manner
Unit Reference Number: D/617/1805
Level: 6
Credit: 10
Unit Summary
This unit covers the essential general competences expected of all professionals regardless of their working environment. Learners are expected to
work effectively in the ways described in this unit throughout their work, whether in an office or at a property.
Assessment Guidance
This unit must be assessed using the following method(s):
 Work Product (WP)

 Reflective Account (RA)
 Case Study (CS)
Learning Outcome Assessment Criterion Assessment

The learner will: The learner can: Additional information Method
1. Understand how to 1.1 Explain the relevant legal duties for health, safety and security in RA
maintain the health, the workplace
safety and security
requirements as they 1.2 Identify the health, safety and security risks that could exist in RA
apply to residential different locations and the action to take to minimise or mitigate risks
surveying

1.3 Identify the risks to self which are associated with lone working RA
and working at heights
1.4 Explain why it is important to remain alert to the presence of risks RA

in the workplace
1.5 Explain the importance of personal conduct in maintaining the RA

health, safety and security of yourself or others
1.6 Explain how to make use of relevant suppliers and manufacturers’ RA

instructions for the safe use of equipment, materials and products
1.7 Explain who should be informed of any conflicts between different RA

health, safety and security requirement
1.8 Describe the procedures for different types of emergency and how RA
to implement them
1.9 Identify the types of suggestions for improving health, safety and RA
security at work that could be made and who should be given them
1.10 Identify the actions that may be taken to protect customers’ RA

property
2. Be able to conduct 2.1 Deal with colleagues, professionals, customers and others in a Customer(s) may be referred RA
property inspections tactful, courteous and equitable manner to as client(s)
in a professional
manner 2.2 Recognise and respond appropriately to pressure from any RA
person/s which might influence the objectivity of own judgement

2.3 Identify all the information required (in accordance with RA
prescribed best practice or other standards) and the potential sources
of such information
2.4 Carry out work in accordance with prescribed codes of conduct, RA

membership rules, ethical standards and recognised good practice
2.5 Respond to enquiries from others and clarify their information RA

needs
2.6 Respond to enquiries which are outside own authority, beyond RA

own area of knowledge or expertise or where the information
requested is confidential
2.7 Define the extent and limits for own competence and expertise RA
and the importance of not working beyond these limits
2.8 Describe the ways in which disputes or differences of opinion RA

should be handled and resolved to minimise offence and maintain
respect
2.9 Describe the formal complaints procedure that covers work in RA

terms of:
 Any specific organisational requirements about complaints
 Own responsibility to deal with complaints and attempt to
resolve them before escalating to the relevant quality
assurance organisation
2.10 Identify the range of potential conflicts of interest that may be RA

encountered and the action required to manage these

2.11 Explain why it is important to present a positive personal and RA
professional image when dealing with people and how this can be
achieved
2.12 Define the level of service expected by customers, their RA
expectations as to the outcomes of the inspection or advice process
and how to deliver an appropriate level of customer service
2.13 Explain the need for prompt responses to enquiries RA
2.14 Record all evidence supporting the observations and decisions RA

made relating to the inspection process
2.15 Demonstrate delivery of the appropriate level of customer RA

service
2.16 Assess customer expectations as to the outcomes of the RA

inspection or report and respond accordingly
3. Be able to develop 3.1 Describe the different relationships with all parties, understand RA
and maintain who the customer is and maintain productive working relationships
effective working
relationships with 3.2 Describe the way your own development needs can be met WP
colleagues,
professionals, 3.3 Demonstrate effective management of work activities and person WP
customers and others and professional development
3.4 Explain why it is important to comply with mandatory and RA

advisory codes of conduct and ethical standards
3.5 Request information from colleagues, professionals, customers RA

and others in a polite, clear and professional manner

3.6 Describe how enquiries from colleagues, professionals, customers RA
and others should be dealt with and how to seek clarification and
assistance where necessary
4. Understand how to 4.1 Describe the relevant prescribed standards and guidance that RA
work in accordance apply for residential property assessments
with any legislation
or regulation 4.2 Identify any legislative or regulatory framework in relation to: RA
requirements in  Energy performance certificates
relation to residential  Condition surveys offered through relevant quality assurance
property inspections schemes
and assessments  Inspections for valuations of residential property
 Residential rented sector
4.3 Describe the difference between legislation and case law as it RA

applied to the inspection of and reporting on residential property
4.4 Describe the relevant legislation or regulation as it affects the RA

inspection of domestic property and production of reports on that
property, covering:
 Fraud
 Anti-Bribery
 Anti-corruption
 Safeguarding personal data and confidential information
 Human rights and anti–discrimination
 Money laundering
4.5 Describe why it is important to comply with mandatory standards RA

and industry guidance

4.6 Describe the specific auditing or monitoring requirements that RA
relate to registration with a quality assurance organisation(s)
4.7 Describe the framework under which quality assurance RA

organisations, are required to operate
4.8 Explain the importance of obtaining and maintaining appropriate RA

insurance cover and the extent and limitations of this type of cover
5. Be able to comply 5.1 Carry out work in accordance with the relevant legal CS
with organisational requirements, legislation and advisory and mandatory codes of
and legal practice
requirements at all
times 5.2 Carry out work in accordance with the auditing and monitoring CS
requirement of relevant professional bodies, accreditation or
certifications organisations
5.3 Record customer contact information in accordance with CS

organisational and legal requirements such as the Data Protection
Legislation
5.4 Identify and maintain appropriate evidence to record and support CS

decisions and assumptions made when carrying out inspections and
assessments
5.5 Identify any situations that may give suspicion for fraudulent CS
activity

Unit 2: Prepare for property inspections
Unit Reference Number: H/617/1806
Level: 6
Credit: 8
Unit Summary
This unit covers those activities that are carried out prior to the inspection of a property for example taking instructions, clarifying requirements and
making initial enquiries on matters relating to the property in question.
Assessment Guidance

 Case Study (CS)

1.Be able to agree 1.1 Respond in line with a range of customer requirements to RA
and confirm requests to undertake property inspections
instructions to carry
out a property 1.2 Clarify and confirm the requirements and expectations of the CS
inspection with customers or their representatives
potential customer
1.3 Explain the terms and conditions under which an inspection will be CS
undertaken
1.4 Explain the limitations and constraints of the planned property CS

inspection

1.5 Confirm the instruction and the terms of engagement that have CS
been agreed
1.6 Confirm any specific arrangements that apply to the inspection: CS

 Access to the property
 Those present at the property at the time of inspection
 Health and safety issues
1.7 Identify any circumstances that prevent a property inspection Range may include: RA
from being undertaken and explain the reasons  properties beyond
current level of
competence
 own diary pressures
conflicts of interest etc
2. Be able to 2.1 Undertake a ‘desk top’ research prior to inspection and explain CS
investigate relevant any implications of the results
matters relating to
the property that 2.2 Describe the circumstances when a ‘desk top’ or other additional RA
may affect a research would be undertaken after the inspection
customer’s decision
2.3 Record such information as is necessary to ensure a complete and CS
comprehensive survey report
2.4 Record such information so as to be able to justify the conclusions CS

in the report at a later date
2.5 Inform the customers or their representatives promptly in cases RA

where investigations reveal problems that prevent the inspection from
going ahead

Unit 3: Undertake property inspections
Unit Reference Number: K/617/1807
Level: 6
Credit: 22
Unit Summary
This unit covers the competence required to conduct property inspections and, as such, is closely related to the structure and content of the property
inspection report. The aim of the inspection is to provide an impartial report that can be used and relied upon by a prospective buyer, mortgage
lender and by a seller.
The report will detail the construction and condition of the property on the date inspected; defects which are considered to be significant or in need
of urgent attention; and defects which require further investigation to prevent damage to the fabric of the building or which are a threat to personal
safety.
This unit covers the inspection of most standard properties, whether they are houses, flats or maisonettes, traditional construction or purpose-built,
leasehold or freehold.
Assessment Guidance

 Work Product (WP)
 Case Study (CS)

1. Be able to inspect 1.1 Ensure that the equipment and resources needed for the CS
property for condition inspection area available
1.2 Identify circumstances when at the property that affect the Range may include: RA
inspection from continuing and ensure the reasons are explained to  discovery of
the customers and/or their representatives unexpected/hazardous
conditions/materials
 other potential threats
to health and safety
1.3 Undertake and record a methodical visual inspection. Range may include: CS
 Age
 Type
 Construction
 Size etc
1.4 Make accurate observations and measurements which are CS
necessary for the inspection and for reinstatement cost assessments
1.5 Identify oneself to those present at the property before CS

commencing the inspection
1.6 Make further investigations where observations are inconsistent CS

with existing evidence and expected findings
1.7 Analyse the likely causes of failure and deterioration for the CS
assessment of condition ratings

2. Be able to make 2.1 Make complete, accurate and comprehensive recordings of visual Range may include: CS
complete and inspections  General information
comprehensive about the property
records of findings  Environmental matters
and safety issues
 Condition
 Services
 Likely causes and
effects of defects or
deterioration etc
2.2 Store records securely in accordance with all legal and RA
professional requirements
2.3 Present records in a clear methodical manner CS
3. Be able to 3.1 Draw on all relevant data and expertise to make judgements Range may include: CS
determine condition about the current condition of the property and its constituent  Age
and assess level of elements  Type
its significance  Construction
 Size etc
3.3 Assess how the condition of the property may change in the CS
foreseeable future in determining individual condition ratings
3.4 Justify all decisions and recommendations based on the CS

information and evidence available
4. Be able to 4.1 Identify the range of energy efficiency measures available to the WP
recognise the range building
of options, likely
effectiveness and 4.2 Identify the range of energy efficiency measures appropriate to WP
value for money of the building

measures to improve 4.3 Identify the effects of energy efficiency measures in combination WP
energy performance with each other
and running costs 4.4 Assess thermal performance including understanding the limitation WP
of ‘theoretical modelling’ of U-values compared to actual U-values and
how using actual U-values will make the energy assessment more
accurate for older and traditional buildings
4.5 Estimate the financial cost and payback in relation to specific WP

building type
4.6 Identify additional physical adaptations required to existing WP

building detailing and services to install proposed energy efficiency
measures
4.7 Identify the circumstances when the energy efficiency measures Range may include: WP
may need adapting.  The existing building
structure
 Detailing
 Services
 Any heritage values
 Technical risks
associated with the
construction etc
4.8 Identify and assess the implications of the relevant legal and WP
regulatory requirements and their implication to the building
4.9 Assess the technical risks associated with the energy efficiency WP
measures in relation to:
 Thermal bridges (cold bridges)
 Ventilation
 Thermal bypass

 Condensation and interstitial condensation
 Alterations in structure
 Removal of dampness within structure
 Existing services
 Existing structural limitations

Unit 4: Produce, maintain and distribute reports
Unit Reference Number: M/617/1808
Level: 6
Credit: 12
Unit Summary
This unit covers the activities undertaken once the inspection is completed i.e. the production and distribution of complete and comprehensive
property inspection reports in accordance with the prescribed format. The report will detail: the construction and condition of the property on the
date inspected; defects which are significant or in need of urgent attention; and defects which require further investigation to prevent damage to
the fabric of the building or which are a threat to personal safety.
Assessment Guidance
 Case Study (CS)

1. Be able to produce 1.1 Gather information from the outcomes of the inspection and from CS
complete and other relevant and reliable sources
comprehensive
reports that meet 1.2 Analyse and evaluate causes and effects of failure and CS
relevant standards deterioration
and guidance
1.3 Specify condition ratings giving clear reasons and appropriate CS
comments

1.4 Provide all other information required by the terms and conditions CS
appropriate to the report being prepared
1.5 Recommend any further investigations or actions that may be Range may include: CS
required  Susceptibility to
damage
 Suspected concealed
defects
 Environmental and
safety requirements
 Need to inhibit
deterioration etc
1.6 Calculate and state the reinstatement cost assessment for CS
insurance purposes
1.7 State clearly if, where and why accurate inspection and CS
measurement has not been possible
2. Be able to use 2.1 Describe how to file completed inspection reports on the prescribed CS
prescribed databases
technology
2.2 Answer questions about the report and provide clarification when CS
required
2.3 Maintain internal records (paper based and electronic) which are CS
clear, complete and conform to accepted professional and statutory
requirements

Unit 5: Investigate and evaluate factors that impact on the value of residential property
Unit Reference Number: T/617/1809
Level: 6
Credit: 16
Unit Summary
This unit covers the initial preparation for the valuation of property including confirming customer requirements, preparing quotations for valuation
work and the investigation and evaluation of a range of factors that impact on the value of property.
The range of factors includes economic and social factors and market trends, legal and regulatory requirements, location and environmental factors
and information obtained from property inspections, including from property inspection reports and other sources. The learner must be able to
investigate and evaluate factors that impact on the value of a wide range of property varying in terms of age, location, type, construction, size (of
property and plot) and condition.
Assessment Guidance
 Case Study (CS)

1. Be able to 1.1 Investigate and analyse economic factors and evaluate their Range may include: CS
investigate and impact on the value of properties  Economic climate,
evaluate economic confidence and trends
and social factors  Investment market and
and market trends trends
 Prevailing mortgage
industry and trends

 Typical constraints on
mortgage lending
 Interest rate levels
 Taxation
 Legislation etc
1.2 Investigate and analyse social factors and evaluate their impact on Range may include: CS
the value of properties  Demographic trends
 Employment market and
trends
 Legislation etc
1.3 Investigate and analyse trends in the property market and Range may include: CS
evaluate their impact on the value of the properties  Current market for
property type
 Property values
 Building and
development work
 Legislation etc
1.4 Assess the relevance and validity of comparable valuation data CS
1.5 Keep accurate and up-to-date records of investigations, CS

assessment and conclusions
1.6 Record any conclusions made based on the investigation CS
2. Be able to 2.1 Investigate and analyse legal, regulatory and other factors and  Range may include: CS
investigate and evaluate their impact on the value of the properties  Tenure (including flying
evaluate legal and freehold)
regulatory factors  Occupancy
 Planning
 Building control
 Regeneration

 Environmental health
 Health and safety
 Legislation affecting
valuation
 Taxation
 New build warranties
 Leasehold
enfranchisement
 Incentives
 Covenants
 Easements etc
2.2 Identify circumstances where you may need to seek additional CS
information and/or clarification, and report to the customer
2.3 Keep clear, accurate and up-to-date records of investigations CS
2.4 Record clearly any conclusions made based on investigations CS
3. Be able to 3.1 Investigate and analyse location and environmental factors and Range may include: CS
investigate and their impact on the value of the properties:  Local economic factors
evaluate location  Local social factors
and environmental  Local taxation
factors  Local planning and
development
 Local government
regulations
 Local facilities, amenities
and services
 Local property values
(capital or rental as
appropriate)

 Other location and
environmental factors
that materially affect
value (such as flooding,
mining, contamination,
subsoil type)
 The nature, use and
condition of adjacent and
nearby properties etc
3.2 Keep clear, accurate and up-to-date records of investigations CS
4. Be able to 4.1 Collate and review the information obtained from a property CS
interpret information inspection
obtained from
property inspection 4.2 Collate and review, where required, information obtained from CS
other reports on the property
4.3 Analyse the information obtained and assess the impact on the CS
value of properties
4.4 Record clearly any assumptions you make based on your CS

investigations

Unit 6: Value residential property
Unit Reference Number: K/617/1810
Level: 6
Credit: 12
Unit Summary
This unit covers the assessment of value of residential property and the preparation and submission of valuation reports. It also covers the need
for professional indemnity insurance and how to respond to challenges or complaints about the valuation and the need to follow relevant codes of
practice and professional standards applying to the preparation of valuation reports.
Assessment Guidance
 Case Study (CS)

Learning Outcome Assessment Criterion Additional Assessment

The learner will: The learner can: information Method
1. Be able to assess 1.1 Assemble and collate all relevant information required to assess Range may include: CS
the value of property the value of properties  Economic
 Social
 Property market
 Legal and
regulatory
 Location and
environmental
 Property
inspection

 Comparable
evidence
1.2 Analyse and interpret information relevant to the valuation CS
1.3 Use professional judgement to assess the significance of different CS

pieces of evidence when determining:
 Market value
 Rental value
 Market value under a special assumption
1.4 Form and record an opinion of the value of the property CS
1.5 Form an opinion of the suitability of the property for secured CS

lending purposes
1.6 Keep accurate, complete and up-to-date records of any dialogue CS
with the customer prior to, and following, assessment of value
2. Be able to prepare 2.1 Prepare complete reports on a range of properties in accordance CS

and deliver a with customer requirements, relevant codes of practice and
valuation report professional standards
2.2 Report the results of investigations and relevant inspection issues CS

clearly and accurately and in line with customer requirements
2.3 Justify decisions and recommendations based on the information CS

and evidence available and in line with customer requirements
2.4 Submit the report to the customer in line with customer RA

requirements

2.5 Comply with the auditing and monitoring requirements of the RA
customer, organisation and professional and accreditation body
2.6 Comply with the formal complaints procedure of the organisation RA

and professional and accreditation body
2.7 Respond appropriately to any challenges to the valuation made by RA
the customer or other parties
2.8 Ensure that customer data and valuation information is recorded RA

correctly and stored in a suitable manner

4. Learner information
4.1 Pre-course Procedures
ABBE qualifications are available to anyone who can reach the required standards. They have
been developed free from any barriers that unfairly restrict access or progression thereby
promoting equal opportunities.
There are formal no requirements for entry onto this qualification.
4.2 Physical Requirements
This refers to any physical requirements that the qualification will demand of the learner.
Learners are not restricted based on physical capacities.
Learners should be guided on the requirements of employment in the sector, and on whether
the qualification will contribute to the achievement of their career goals. Learners must be able
to meet the required assessment criteria for this qualification.
4.3 Language
ABBE qualifications and assessment materials will be provided through the medium of English.
The language used within this qualification is subject to scrutiny to ensure that it is plain, clear,
free from bias and appropriate to the level.
4.4 Learners with Proven Reasonable Adjustments and Special Consideration
The ABBE procedures for Reasonable Adjustments and Special Consideration can be found in
the Centre Operations Manual document which is available to download from the ABBE website
at: www.abbeqa.co.uk
4.5 Individual Learning Plan
Learners have an individual learning plan that records their progress on the learning programme.
The learning plan provides the basis for action planning to enable the learner to work towards
their qualification. The learning plan will record:
 feedback from the assessor

 progress of qualification
4.6 Subject Specialist Support
Learners will have access to subject specialist resources and r teachers and mentors who can
offer specialist support.
4.7 Learning Resources
Learners will have access to all appropriate resources to support their learning whilst on the
qualification. Resources may include:
 appropriate general and subject specific texts

 ICT resources
 a suitably equipped venue and resources
 other resources to support identified needs of learners

4.8 Role of the Learner
Learners, with the support of the assessor and employer will be required to:
 identify sources of evidence

 generate and collect evidence specified within each unit to demonstrate their competence
to the requirements of the qualification
 number and cross reference evidence
 check whether further supporting evidence is needed
 present evidence to the assessor
 obtain feedback from the assessor
 carrying out necessary follow-up action
Evidence
All evidence presented by the learner must demonstrate competence to the relevant assessment
criteria and learning outcomes within the unit. Where learners submit evidence that does not
meet the required standard, the assessor must either require the learner to review their evidence
and represent it again for further assessment (this is only likely to be appropriate where minimal
amendment is required) or produce a new piece of evidence to meet the requirement.
Portfolio organisation
Learners must collect their evidence of competence together into a ‘portfolio’. This is held
electronically.
Responsibility for developing the portfolio (and ownership of it) stays firmly with the learners, but
it is very important that they receive continuous help and support. This help can come from a
range of people, including line managers and colleagues, mentors, advisors, tutors, as well as the
assessor. When an assessor is giving help and support, they must distinguish this from the work
they do as part of the assessment process.
The quality and presentation of portfolios are central to the success of the learners’ submissions.
Each item must be clearly identified and accurately recorded. It should be easy to identify the
competencies the learners are claiming with the evidence presented in their portfolio.
The importance of selection
The task of generating and collecting evidence for a portfolio is a new experience for many
learners and there is a temptation to include everything that might seem to be of value. However,
if an item does not show how a learner performed it may not be relevant at all.
Learners should always ask the question 'What does this prove?' and try to select relevant
evidence which demonstrates knowledge and understanding.
Confidentiality
There are some circumstances where learners (or their organisation) might have good reasons
for not wishing original evidence to be viewed by others, e.g. disclosure of confidential
information. Learners should remove confidential information from reports before submitting
them.

4.9 Role of the Assessor
Assessors will be a Chartered Surveyor with the appropriate occupational expertise relating to the
provision of inspection and reporting on the condition and value of residential property. Assessors
will:
 assess learner performance, knowledge and understanding

 question and give feedback to the learner
Assessors should be satisfied that the learner has demonstrated competence when meeting the
assessment criteria. All criteria must be completed before the assessor can sign the unit off as
complete.
4.10 Role of the Internal Verifier
An internal verifier is appointed to ensure the quality and consistency of assessments within the centre. Each
assessor’s work must be checked and confirmed by an internal verifier. The internal verifier checks and
standardises the assessment decisions made by the assessors in the centre.
4.11 Mentor Support
Where possible, the centre will appoint a mentor to support learners throughout the qualification.
However, Learners should actively seek a mentor using guidance provided by the centre.
4.12 AssocRICS
Learners who hold the Level 6 Diploma in Residential Surveying and Valuation and complete the
RICS Ethics Module will be able to join RICS on the AssocRICS pathway.
Further information is available from www.rics.org.

5. Assessment
5.1 Assessment methods
Evidence will be presented in the following forms:
 Case Study
 Reflective Account
 Observation
 Work Products
 Questioning
 Professional Discussion
Case Study
Learners will produce case studies in the form of condition surveys and valuation reports. The
Case Study will consist of the preparatory work, evidence collection, report writing and a method
statement.
Reflective Account
Learners will provide a reflective account of their actions where the criteria are not covered by
evidence supplied for a Case Study.
Observation
Observation at work is a common method used in assessment within competence qualifications.

An observation with an assessor will be arranged through the centre. Observation records will be
kept on file and uploaded as evidence to the learner’s portfolio.
Work Products
Work products refer to any work the learner has undertaken that shows a level of understanding
or skill. Work Products can take the form of a written statement or a report.
Questioning
The learner will have to prove that they have the required knowledge and understanding for each
unit.
Questioning is the ideal way of proving whether they have the necessary knowledge and
understanding. Questions may be asked in many forms such as short-answer questions, through
multiple-choice tests, case studies, or assignments.
There is likely to be more emphasis on questioning to prove knowledge in areas where evidence
is generated through practical working activities, and where there may be no product evidence.
Sometimes, the assessor will need to discuss with the learner the work they have done and record
it on a question and answer form.
Professional Discussion
Professional Discussion is a conversation between the Assessor and learner.
As with other forms of assessment, planning and preparation are key to a successful Professional
Discussion.

There are times when a Professional Discussion stands on its own as a form of evidence. There
are other times when an Observation changes into Professional Discussion – this is totally
acceptable.
Digital recorders may be used to record the Professional Discussion. If digital recorders are used,
creating an Audit Trail may require an additional signposting to the audio or video footage to the
points where the areas discussed meet specific Learning Outcomes and Assessment Criteria. This
allows Internal Quality Assurers (IQAs) and External Quality Assurers (EQAs) to access the
recording at appropriate points so that quality assurance does not become an onerous task.
5.2 Evidence principles
All evidence should be:
 Valid – relate to the assessment criteria specified in the units.

 Authentic – must be produced by the learner.
 Sufficient – it must cover all the areas of competence outlined in the unit.
The learner should check carefully that their evidence meets the above.
5.3 Evidence requirements
Case Study (CS)
Please note: unless otherwise specified, learners are required to find properties for assessment.
Learners must submit:
 SEVEN Condition Surveys and Valuations. Learners MUST use the INVESTMENT Valuation
method for at least ONE case study.
 ONE observed Condition Survey and Valuation (provided by centre)
o TWO standalone Condition Surveys

 TWO standalone Valuations for the purposes of:
1. Residual Valuation (provided by centre)
2. New-build Valuation
Case studies must cover a range of different property types and ages:
 Detached  Pre 1st World War

 Semi-detached  Between 1st and 2nd World War
 Terraced  Post 2nd World War
 Flat  New build
Each case study contributes to:
Unit 1 Learning Outcomes [5.5.1 – 5.5.5]
Unit 2 Learning Outcomes [1.1.2 – 1.1.6] [2.2.1, 2.2.3, 2.2.4]
Unit 3 Learning Outcomes [1.1.1, 1.1.3 –1.1.7] [2.2.1, 2.2.3] [3.3.1 – 3.3.4]
Unit 4 Learning Outcomes [1.1.1 – 1.1.7] [2.2.1 –2.2.3]
Unit 5 Learning Outcomes [1.1.1 – 1.1.6,] [2.2.1 – 2.2.4] [3.3.1 – 3.3.2] [4.4.1 – 4.4.4]
Unit 6 Learning Outcomes [1.1.1 – 1.1.6] [2.2.1 – 2.2.3]

Work Product (WP)
1. Learners must choose THREE of their Case Study properties to submit an Energy
Report. This will cover Unit 3 Learning Outcomes [4.4.1 – 4.4.9].
2. Learners must submit a continual professional development (CPD) record and plan and
evidence of time management demonstrating Unit 1 Learning Outcomes [3.3.2, 3.3.3].
Reflective Account (RA)
Learners must produce THREE written reflective accounts on:
1. Health, safety and security. This will cover Unit 1 Learning Outcomes [1.1.1 – 1.1.10]
2. Establishing a business relationship and conducting property inspections in a professional

manner, in accordance with legislation and regulation requirements. This will cover:
Unit 1 Learning Outcomes [2.2.1 – 2.2.16] [3.3.1, 3.3.4 – 3.3.6] [4.4.1 – 4.4.8]
Unit 2 Learning Outcomes [2.1.1, 2.2.2, 2.2.5, 2.1.7]
Unit 3 Learning Outcomes [1.1.2] [2.2.2,]
Unit 6 Learning Outcomes [2.2.4]
3. Post Valuation activities. This will cover Unit 6 Learning Outcomes [2.2.5 – 2.2.8].
Property address Case study Between
New Semi-
ref No Pre 1stWW 1st and 2nd Post 2ndWW Detached Terraced Flat
build detached
WW
2 Thornley Croft CS1  
18 France Furlong CS2  
5 Horse Croft CS3  
44 Blackhorse Croft CS4  

6. Examinations
6.1 Examination arrangements
Learners must pass two external examinations set by ABBE to achieve the full qualification. The examinations have been designed to test the
knowledge and understanding component of the qualification and must be undertaken in addition to the learner collecting evidence to meet the
evidence requirements of the units.
The examination/s are available online and on demand at a network of Pearson Vue centers around the country. Access to the booking system is
through the ABBE website at www.abbeqa.co.uk.
The ABBE learner registration fee includes entry to two attempts at the examination. Any further attempts required will attract a new examination
entry fee.
Learners will receive their result in printed form as they leave the examination venue. All results are then confirmed to assessment centre on a
weekly basis.
6.2 Examination details – examination setting specification
The following tables indicate the Assessment Criteria (AC) within each unit that will be examined. The last column on the left indicates the
number of questions for each AC that will appear in each examination.
If an Assessment Criteria is not listed in the table, there will not be an examination question based on that AC.

Unit 1: Conduct inspection and assessment in an effective and professional manner
Learning Outcome Assessment Criteria Number of questions that will appear in

each examination
1. Understand how to 1.1 Explain the relevant legal duties for health, safety and security in the workplace
2
maintain the health, safety
and security requirements 1.2 Identify the health, safety and security risks that could exist in different locations
as they apply to residential and the action to take to minimise or mitigate risks 2
surveying
1.3 Identify the risks to self which are associated with lone working and working at
heights 1
1.4 Explain why it is important to remain alert to the presence of risks in the workplace
1
1.5 Explain the importance of personal conduct in maintaining the health, safety and
security of yourself or others 1
1.6 Explain how to make use of relevant suppliers and manufacturers’ instructions for
the safe use of equipment, materials and products 1
1.7 Explain who should be informed of any conflicts between different health, safety and
security requirement 1
1.10 Identify the actions that may be taken to protect customers’ property
1
2. Be able to conduct 2.8 Describe the ways in which disputes or differences of opinion should be handled and
property inspections in a resolved to minimise offence and maintain respect 1
professional manner
2.10 Identify the range of potential conflicts of interest that may be encountered and
the action required to manage these 1
2.11 Explain why it is important to present a positive personal and professional image
when dealing with people and how this can be achieved 1
2.13 Explain the need for prompt responses to enquiries

1
3. Be able to develop and 3.4 Explain why it is important to comply with mandatory and advisory codes of conduct
1
maintain effective working and ethical standards

relationships with 3.6 Describe how enquiries from colleagues, professionals, customers and others should
colleagues, professionals, be dealt with and how to seek clarification and assistance where necessary 1
customers and others
4. Understand how to 4.1 Describe the relevant prescribed standards and guidance that apply for residential
work in accordance with property assessments 1
any legislation or
regulation requirements in 4.2 Identify any legislative or regulatory frameworks in relation to:
relation to residential • Energy performance certificates
property inspections and • Condition surveys offered through relevant quality assurance schemes
2
assessments • Inspections for valuations of residential property
 Residential rented sector
4.3 Describe the difference between legislation and case law as it applied to the
inspection of and reporting on residential property 1
4.4 Describe the relevant legislation or regulation as it affects the inspection of

domestic property and production of reports on that property, covering:
• Fraud
• Anti-Bribery
• Anti-corruption 2
• Safeguarding personal data and confidential information
• Human rights and anti–discrimination
• Money laundering
4.6 Describe the specific auditing or monitoring requirements that relate to registration
with a quality assurance organisation(s) 1
Unit 2: Prepare for property inspections

each examination
1.Be able to agree and 1.7 Identify any circumstances that prevent a property inspection from being
confirm instructions to undertaken and explain the reasons
carry out a property 1
inspection with potential
customer

2. Be able to investigate 2.2 Describe the circumstances when a ‘desk top’ or other additional research would be
relevant matters relating undertaken after the inspection
to the property that may 1
affect a customer’s
decision
Unit 3: Undertake property inspections

each examination
1. Be able to inspect 1.7 Analyse the likely causes of failure and deterioration for the assessment of condition
property for condition ratings 1
4. Be able to recognise the 4.1 Identify the range of energy efficiency measures available to the building 1
range of options, likely
effectiveness and value for 4.3 Identify the effects of energy efficiency measures in combination with each other 1
money of measures to 4.9 Assess the technical risks associated with the energy efficiency measures in relation 2
improve energy to:
performance and running • Thermal bridges (cold bridges)
costs • Ventilation
• Thermal bypass
• Condensation and interstitial condensation
• Alterations in structure
• Removal of dampness within structure
• Existing services
• Existing structural limitations
Total number of questions for this examination is 30.
Each examination is an objective test. All questions are multiple-choice, requiring the learner to choose one correct answer from four options.
The pass mark for each examination is 70%.

Unit 5: Investigate and evaluate factors that impact on the value of residential property

each examination
1. Be able to investigate 1.1 Investigate and analyse economic factors and evaluate their impact on the value of
and evaluate economic properties 3
and social factors and
market trends 1.2 Investigate and analyse social factors and evaluate their impact on the value of
properties 2
1.3 Investigate and analyse trends in the property market and evaluate their impact on
the value of the properties 3
2. Be able to investigate 2.1 Investigate and analyse legal, regulatory and other factors and evaluate their impact
and evaluate legal and on the value of the properties 5
regulatory factors
3. Be able to investigate 3.1 Investigate and analyse location and environmental factors and their impact on the
and evaluate location and value of the properties: 5
environmental factors
Unit 6: Value residential property

each examination
1. Be able to assess the 1.1 Assemble and collate all relevant information required to assess the value of
value of property properties 2
Total number of questions for this examination is 20.
Each examination is an objective test. All questions are multiple-choice, requiring the learner to choose one correct answer from four options.
The pass mark for each examination is 70%.

6.3 Results Enquiries and Appeals
Where learners wish to appeal against the results of the examination, the centre or learners can
apply for a results enquiry.
The ABBE procedures for Results Enquiries and Appeals can be found in the Centre Operations
Manual document which is available for download from the ABBE website at: www.abbeqa.co.uk

Head Office Address Contact:
Awarding Body for the Built Environment (ABBE) Telephone: 0212 331 5174
Birmingham City University Email: abbeenquiries@bcu.ac.uk
iCentrum, 6 Holt Street Website: www.abbequ.co.uk
Birmingham
B7 4BP

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Level 6 Diploma in

Residential Surveying and Valuation

ABBE Qualification Code: DipRSVL618

Copyright © Awarding Body for the Built Environment 2018

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 2 Qualification_Handbook _ August 2018_V1

1.2 Our values, vision and mission 5

1.3 ABBE Handbook 5

1.4 Data protection 5

2.2 Suitable for? 7

2.3 Qualification number 7

2.4 Qualification level 7

2.5 Total Qualification Time (TQT) 7

2.6 Qualification size and credit 7

2.7 Additional information 8

2.9 Age ranges 8

2.10 Structure of qualification 8

2.11 Barred units 9

4.2 Physical requirements 32

4.4 Learners with proven Reasonable Adjustments and Special Consideration 32

4.5 Individual learner plan 32

4.6 Subject specialist support 32

4.7 Learning resources 32

4.8 Role of the Learner 33

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 3 Qualification_Handbook _ August 2018_V1

4.10 Role of the Internal Verifier 34

4.11 Mentor support 34

5.2 Evidence principles 36

5.3 Evidence requirements 36

6.2 Examination details 38

6.3 Results Enquiries and Appeals 43

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 4 Qualification_Handbook _ August 2018_V1

The full range of qualifications can be found on our website http://www.abbeqa.co.uk

1.2 Our values, vision and mission

Our Values: Quality through Standards

Our aim is to provide a high-quality experience by building a strong community of mutual

ABBE Educates, inspires and empowers learners

1.3 ABBE Qualification Handbook

1.4 Data Protection

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 5 Qualification_Handbook _ August 2018_V1

Any enquiries relating to this qualification should be addressed to:

Tel: 0121 331 5174

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 6 Qualification_Handbook _ August 2018_V1

2.2 Suitable for?

The Diploma in Residential Surveying and Valuation is an industry-recognised and is aimed at

2.3 Qualification Number

ABBE Level 6 Diploma in Residential Surveying and Valuation: 603/3516/6

2.4 Qualification Level

2.5 Total Qualification Time

 Guided Learning (GL) for this qualification is: 400

 Credit Value: 80 credits

2.6 Qualification size and credit

ABBE is a wholly owned subsidiary of Birmingham City University

Page | 7 Qualification_Handbook _ August 2018_V1

The Diploma is designed to:

2.9 Age ranges

2.10 Structure of the Qualification

D/617/1805 Conduct inspection and assessment in an effective 10 6

K/617/1807 Undertake property inspections 22 6

M/617/1808 Produce, Maintain and distribute reports 12 6