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Chartered surveyor - Property

Chartered surveyor - Property

Construction and the built environment

Level 6 - Professional Occupation

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

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Reference: OCC0331B

Status: assignment_turned_inApproved occupation

Average (median) salary: £39,920 per year

SOC 2020 code: 2454 Chartered surveyors

SOC 2020 sub unit groups:

  • 2454/04 Property surveyors
  • 2453/00 Quantity surveyors
  • 2454/01 Building control surveyors
  • 2454/03 Land surveyors
  • 2454/99 Chartered surveyors n.e.c.

Technical Education Products

ST0331:

Chartered surveyor (degree) - Property

(Level 6)

Approved for delivery

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

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, finance, 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 significant financial 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 office 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 (including minerals).

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

eco

Mid Green occupation

Green themes

Heat and Buildings

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

Keywords:

Building Contacts
Building Surveys
Construction
Land Law
Procurement
Property
Tendering
Valuation

Knowledge, skills and behaviours (KSBs)

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 finance.
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 influence 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.
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 affects 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

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.
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 affecting 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.

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 firm or the organisation you work for in a professional and positive way.
B3: 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.
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.

Duties

Duty D1

Provide professional advice and recommendations to clients relating to land, property or construction

Duty D2

Manage client instructions from engagement to completion

Duty D3

Liaise with other professionals typically including legal advisers, architects, engineers, town planners and contractors

Duty D4

Negotiate contracts and prices

Duty D5

Analyse data relating to land, buildings or construction

Duty D6

Follow due diligence in providing advice to clients

Duty D7

Undertake detailed inspections of buildings, land or construction

Duty D8

Analyse information from inspections or visits to buildings, land and construction sites

Duty D15

Prepare capital and rental valuations and appraisals of land and property and provide reports

Duty D16

Negotiate solutions relating to legal issues regarding land and property ownership, occupation and/or development

Duty D17

Undertake the inspection and measurement of land and property

Occupational Progression

This occupational progression map shows technical occupations that have transferable knowledge and skills.

In this map, the focused occupation is highlighted in yellow. The arrows indicate where transferable knowledge and skills exist between two occupations. This map shows some of the strongest progression links between the focused occupation and other occupations.

It is anticipated that individuals would be required to undertake further learning or training to progress to and from occupations. To find out more about an occupation featured in the progression map, including the learning options available, click the occupation.

Progression decisions have been reached by comparing the knowledge and skills statements between occupational standards, combined with individualised learner movement data.

Technical Occupations

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Levels 6-7

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Level 6

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Construction and the built environment