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Overview of the role

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

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. Occupational 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

Applied valuation and appraisal

Describe how to undertake complex valuations and the requirements for valuation reporting

Building pathology

Describe the detailed pathology of buildings and the related defects, causes and remedies

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

Procurement and contracts

Explain when different forms of procurement and tendering are appropriate and the clauses of building/infrastructure contracts

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

 

(letter indicates related optional skill)

What is required

Valuation and appraisal

Prepare capital and rental valuations for a range of formal and appraisal purposes and prepare client reports

Building surveys

Provide advice and recommendations to clients relating to building surveys

Land, property and planning law

Negotiate solutions to issues affecting both owners and occupiers of land and real estate including at least two of management, sales, lettings, purchase and/or planning

Tendering and procurement

Provide advice and recommendations as to appropriate procurement routes and manage the tendering processes relevant to them

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 and full chartered membership of the

RICS. The degree will incorporate vocational and academic elements.

7. English and Maths

Apprentices without level 2 English and Maths will need to achieve this level prior to taking the end-point assessment.

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

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


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Status: Approved for delivery
Level: 6
Degree: non-integrated degree
Reference: ST0331
Approved for delivery: 10 September 2015
Route: Construction
Typical duration: 60 months
Maximum funding: £27000
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)