We use cookies to provide social media features and to analyse our traffic. See more about our use of cookies.

This is not the latest approved version of this apprenticeship standard. View the latest version

This standard has been retired

Overview of the role

Providing professional advice and recommendations to clients on land, property or construction

Chartered surveyor (degree) V1-1

Reference Number: ST0331

Details of standard

1. Occupation(s)

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

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

2. Occupation profile 

The main duties and tasks of a surveyor are:

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

3. Requirements: Knowledge, Skills and Behaviours

 A successful apprentice will have met the core requirements in terms of knowledge and skills and all the behaviour
requirements plus two of the optional requirements for both knowledge and skills.

CORE KNOWLEDGE  
  What is required - In the context of land, property and construction:
Law Explain the law and the role of legal advisers relating to either acquisition/disposal of
property, standard forms of building contracts or other property related contracts
Information management Describe the methods and techniques for providing information, data and advice to
clients

Finance

Describe accounting procedures and explain methods for obtaining and managing finance

Health and safety

Explain how to ensure safe and secure working environments for self and others

Sustainability

Explain how to embed sustainability into projects and how to influence client behaviour

Construction technology 

Describe the technology of complex buildings including materials

Consultancy

Explain how to manage client relationships

 

OPTIONAL
KNOWLEDGE
Choose two from the following:
(letter indicates related
optional skill)
What is required
a. Applied valuation
and appraisal
Describe how to undertake complex valuations and the requirements for valuation
reporting
b. Building
pathology
Describe the detailed pathology of buildings and the related defects, causes and
remedies
c. Land, property
and planning law
Define how land law, the law of landlord and tenant and planning law affects the
occupation, management and use of buildings and land
d. Procurement and
contracts
Explain when different forms of procurement and tendering are appropriate and the
clauses of building/infrastructure contracts
e. Costing and cost
planning of
construction works
Explain the detailed quantification and costing of construction works and the methods of
cost planning that can be applied

 

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

 

OPTIONAL SKILLS Choose two from the following:
(letter indicates related
optional knowledge)
What is required:
a Valuation and
appraisal
Prepare capital and rental valuations for a range of formal and appraisal purposes and
prepare client reports
b. Building surveys Provide advice and recommendations to clients relating to building surveys
c. Land, property and
planning law
Negotiate solutions to issues affecting both owners and occupiers of real estate including
sales, lettings, purchase and/or planning
d. Tendering and
procurement
Provide advice and recommendations as to appropriate procurement routes and manage the
tendering processes relevant to them
e. Costing and cost
planning of
construction work
Undertake the detailed quantification, costing and cost planning of complex construction
works

Note relating to optional knowledge and skills: Typically apprentices following the Valuation, Residential, Rural, Minerals and Waste Management or Commercial Property, and Planning and Development pathways will take a and c whilst those following Building Surveying will take b and d and those taking Consultant Quantity Surveying will take d and e but the final decision will be that of the employer.


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

 

4. Entry

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


5. Duration

The apprenticeship will typically be undertaken over five years.


6. Qualifications

Successful apprentices will achieve a degree in Surveying as a pre requisite to end point assessment and will become full chartered members of the Royal Institution of Chartered Surveyors. The degree will incorporate vocational and academic elements.


7. English and Maths

English and Maths will be required to be demonstrated at a minimum of Level 2.


8. Link to professional registration 

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


9. Level 

The apprenticeship standard is at Level 6.


10. Review date

The apprenticeship standard will be reviewed at least every three years.


Crown copyright © 2020. You may re-use this information (not including logos) free of charge in any format or medium, under the terms of the Open Government Licence. Visit www.nationalarchives.gov.uk/doc/open-government-licence

Status: Retired
Level: 6
Degree: non-integrated degree
Reference: ST0331
Version: 1.1
Date updated: 26/05/2016
Approved for delivery: 10 September 2015
Route: Construction
Typical duration to gateway : 60 months (this does not include EPA period)
Maximum funding: £27000
Options:
Trailblazer contact(s): christina.hirst@chconsultancy.com
Employers involved in creating the standard: Gardiner and Theobald, Axis, DTZ, Faithorn Farrell Timms, DSB Construction Consultants, Valuation Office Agency, Transport for London, EC Harris, Martin Arnold Associates, Collier & Madge & CBRE
EQA Provider: Quality Assurance Agency (QAA) (TBC)
This EQA provider is currently going through the approval process with the Institute for Apprenticeships so is unable to help with any queries relating to this standard at the present time. If you need support in relation to any of the content on this page please contact the Institute for Apprenticeships.

Version log

Version Change detail Earliest start date Latest start date Latest end date
1.2 End-point assessment plan and standard revised 27/05/2020 Not set Not set
1.1 End-point assessment plan and standard revised 26/05/2016 26/05/2020 Not set
1.0 Approved for delivery 10/09/2015 25/05/2016 Not set