Requirements and competencies - RICS

RICS EuropeThe mandatory competenciesAll candidates, on all routes and all pathways, must achieve the defined levelof the mandatory competencies.These competencies are a mix of the professional practice, interpersonal, businessand management skills that are considered common to, and necessary for, allchartered surveyors. You need to achieve the minimum standards as set out below.Conduct rules, ethics and professional practice – to level 3Client care ]Communication and negotiation ] to level 2Health and safety ]Accounting principles and procedures ]Business planning ]Conflict avoidance, management and dispute resolution procedures ] toData management ] level 1Sustainability ]Teamworking ]For explanation of levels, see pages 30-36.For the Senior Professional route to membership the following must also beachieved:Leadership ]Managing people ] to level 2Managing resources (excluding human resources) ](for explanation of levels, see pages 34-35)Some of the APC pathways include a specific mandatory competency. If so thiscompetency will be shown in the core or optional list for that pathway and will need tobe achieved to a higher level than they would be as a mandatory competency.5

RICS EuropeSection two - APC pathway requirementsAPC pathway - Arts and antiquesNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Object identification (T059)• Research methodologies and techniques (T076)• Valuation (T083)Level 1• Auctioneering (T004)Optional competenciesThree competencies to Level 3 from the list beloworTwo competencies to Level 3 and two competencies to Level 2 from the list below.• Auctioneering (T004)• Capital taxation (T009)• Conservation and restoration (T012)• Insurance (T045)• Purchase and sale (T073)• Accounting principles and procedures (M001) or Business planning (M002) orCommunication and negotiation (M004) (the latter must be taken to Level 3)6

RICS EuropeAPC pathway - Building surveyingNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Building pathology (T006)• Construction technology and environmental services (T013)• Contract administration (T016)• Design and specification (T021)• Inspection (T044)• Legal/regulatory compliance (T051)Optional competenciesThree competencies to Level 2 from the list below.• Analysis of client requirements (T003)• Commercial management of construction (T010)• Conservation and restoration (T012)• Contract practice (T017)• Design economics and cost planning (T022)• Development/project briefs (T024)• Fire safety (T033)• Housing maintenance, repair and improvements (T039) or Maintenancemanagement (T053)• Insurance (T045)• Measurement of land and property (T057)• Project financial control and reporting (T067)• Quantification and costing of construction works (T074)• Risk management (T077)• Works progress and quality management (T085)• Conflict avoidance, management and dispute resolution procedures (M006) orHealth and safety (M008) (must be taken to Level 3) or Sustainability (M009)8

RICS EuropeAPC pathway - Facilities managementNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesTwo competencies to Level 3 and two competencies to Level 2 from the list below.• Analysis of client requirements (T003)• Corporate real estate management (T019)• Maintenance management (T053)• Procurement and tendering (T062)• Project financial control and reporting (T067)• Supplier management (T080)Optional competenciesOne competency to Level 3 and two competencies to Level 2 from the list below(including any core competencies not already used).• Construction technology and environmental services (T013)• Consultancy services (T014)• Contract administration (T016)• Contract practice (T017)• Design and specification (T021)• Environmental management (T030)• Fire safety (T033)• GIS (T036)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Project audit (T065)• Project financial control and reporting (T067)• Property management (T070)• Strategic real estate consultancy (T079)• Works progress and quality management (T085)• Conflict avoidance, management and dispute resolution procedures (M006) orHealth and safety (M008) (must be taken to Level 3) or Sustainability (M009)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the lists on this page.11

RICS EuropeAPC pathway - Housing management and developmentNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesTwo competencies to Level 3, one competency to Level 2 and one competency toLevel 1 from the list below.• Housing aid or advice (T038)• Housing maintenance, repair and improvements (T039)• Housing management and policy (T040)• Housing strategy and provision (T041)Optional competenciesOne competency to Level 3 and two competencies to Level 2 from the list below.• Auctioneering (T004)• Building pathology (T006)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Contaminated land (T015)• Environmental assessment (T028)• Investment management (including fund and portfolio management) (T046)• Inspection (T044)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Land use and diversification (T049)• Local taxation/assessment (T052)• Maintenance management (T053)• Measurement of land and property (T057)• Leasing/letting (T050)• Planning (T061)• Property finance and funding (T069)• Property management (T070)• Property management accounting (T071)• Property records/information systems (T072)• Purchase and sale (T073)• Valuation (T083)• Conflict avoidance, management and dispute resolution procedures (M006) orSustainability (M009)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the list above.13

RICS EuropeAPC pathway - Machinery and business assetsNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Inspection (T044)• Valuation (T083)Level 2• Measurement of land and property (T057)Optional competenciesTwo competencies to Level 3 and one competency to Level 2 from the list below.• Auctioneering (T004)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Corporate recovery and insolvency (T020)• Insurance (T045)• Investment management (including fund and portfolio management) (T046)• Leasing/letting (T050)• Local taxation/assessment (T052)• Purchase and sale (T073)• Accounting principles and procedures (M001)Plus one competency to Level 3 or two competencies to Level 2 from the full list oftechnical competencies (see page 39 for the alphabetical list of technical definitions),including any not already chosen from the list above.14

RICS EuropeAPC pathway - Management consultancyNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Business planning (M002)• Consultancy services (T014)• Strategic real estate consultancy (T079)Optional competenciesTwo competencies to Level 3 and one competency to Level 2 from the list below.• Analysis of client requirements (T003)• Corporate finance (T018)• Corporate real estate management (T019)• Corporate recovery and insolvency (T020)• Development appraisals (T023)• Development/project briefs (T024)• Economic development (T026)• Option appraisal (T060)• Programming and planning (T063)• Project evaluation (T066)• Property finance and funding (T069)• Research methodologies and techniques (T076)• Managing resources (SP003)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the list above.15

RICS EuropeAPC pathway - Minerals and waste managementNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Minerals management (T058) or Waste management (T084)Level 2• Legal/regulatory compliance (T051)and three competencies to Level 3 from the list below• Environmental assessment (T028)• Environmental audit (and monitoring) (T029)• Ground engineering and subsidence (T037)• Inspection (T044)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Legal/regulatory compliance (T051)• Mapping (T056)• Planning (T061)• Valuation (T083)Optional competenciesTwo competencies to Level 2 from the list below (including any core competenciesnot already used).• Consultancy services (T014)• Contaminated land (T015)• Contract administration (T016)• Development appraisals (T023)• Development/project briefs (T024)• Risk management (T077)• Works progress and quality management (T085)• Sustainability (M009)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the lists on this page.16

RICS EuropeAPC pathway - Planning and developmentNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Development appraisals (T023)• Planning (T061)Level 2• Legal/regulatory compliance (T051)Level 1• Mapping (T056)• Measurement of land and property (T057)• Valuation (T083)Optional competenciesTwo competencies to Level 3 from the list below.• Access and rights over land (T001)• Cadastre and land management (T007)• Compulsory purchase and compensation (T011)• Development/project briefs (T024)• Economic development (T026)• Housing strategy and provision (T041)• Leasing/letting (T050)• Management of the built environment (T054)• Purchase and sale (T073)• Sustainability (M009)Plus one competency to Level 3 or two competencies to Level 2 from the full list oftechnical competencies (see page 39 for the alphabetical list of technical definitions),including any not already chosen from the list above.17

RICS EuropeAPC pathway - Project managementNote: the references in brackets below are further explained on pages 39-72Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Contract practice (T017)• Managing people (SP002)• Procurement and tendering (T062)• Programming and planning (T063)Level 2• Construction technology and environmental services (T013)• Leadership (SP001)• Project administration (T064)• Project process and procedures (T068)• Risk management (T077)Optional competenciesThree competencies to Level 2 from the list below.• Commercial management of construction (T010)• Development appraisals (T023)• Development/project briefs (T024)• Project audit (T065)• Project evaluation (T066)18

RICS EuropeAPC pathway - Property finance and investmentNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesThree competencies to Level 3 and one competency to Level 2 from the list below.• Financial modelling (T032)• Inspection (T044)• Investment management (including fund and portfolio management) (T046)• Property finance and funding (T069)plusLevel 1• Valuation (T083)Optional competenciesOne competency to Level 3 and one competency to Level 2 from the list below.• Capital taxation (T009)• Corporate finance (T018)• Development appraisals (T023)• Indirect investment vehicles (T043)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Leasing/letting (T050)• Local taxation/assessment (T052)• Property management (T070)• Purchase and sale (T073)• Research methodologies and techniques (T076)• Strategic real estate consultancy (T079)• Valuation (T083)• Accounting principles and procedures (M001)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the list above.19

RICS EuropeAPC pathway - Quantity surveying and constructionNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Commercial management of construction (T010) or Design economics and costplanning (T022)*• Contract practice (T017)• Construction technology and environmental services (T013)• Procurement and tendering (T062)• Project financial control and reporting (T067)• Quantification and costing of construction works (T074)Optional competenciesTwo competencies at Level 2 from the list below.• Capital allowances (T008)• Commercial management of construction (T010) or Design economics and costplanning (T022) (whichever is not selected as a core competency)• Contract administration (T016)• Corporate recovery and insolvency (T020)• Due diligence (T025)• Insurance (T045)• Programming and planning (T063)• Project evaluation (T066)• Risk management (T077)• Conflict avoidance, management and dispute resolution procedures (M006) orSustainability (M009)Notes: Candidates should select from one of the following fields of work in which todemonstrate their competency:• Building• Civil Engineering• Railways• Petro-chemicals• Oil / gas installations• Mechanical and electrical installations*Quantity surveyors working in a commercial or contracting environment will probablychoose Commercial management of construction to Level 3. Quantity surveyorsworking in a consulting environment within either the public or private sector willprobably choose Design economics and cost planning to Level 3.20

RICS EuropeAPC pathway - ResearchNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Analysis of client requirements (T003)• Data management (M007)• Research methodologies and techniques (T076)Optional competenciesFive competencies to Level 1 from the core and optional competency lists for yourchosen APC pathway.Plus one competency to Level 2 and two competencies to Level 1 from the full list oftechnical competencies (see page 39 for the alphabetical list of technical definitions).Note: You must demonstrate competence in research that is applied to the deliveryof solutions to a wide range of projects, employing a range of approaches andrelating to a number of locations. The research must be relevant to your chosen APCpathway.21

RICS EuropeAPC pathway - Residential property practiceNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Inspection (T044)• Purchase and sale (T073)Level 2• Leasing/letting (T050)• Measurement of land and property (T057)• Valuation (T083) (or Level 3*)Optional competenciesOne competency to Level 3 and one competency to Level 2* from the list below.• Auctioneering (T004)• Building pathology (T006)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Contaminated land (T015)• Environmental assessment (T028)• Housing aid or advice (T038)• Housing maintenance, repair and improvements (T039)• Housing management and policy (T040)• Housing strategy and provision (T041)• Indirect investment vehicles (T043)• Investment management (including fund and portfolio management) (T046)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Land use and diversification (T049)• Local taxation/assessment (T052)• Maintenance management (T053)• Planning (T061)• Property finance and funding (T069)• Property management (T070)• Property management accounting (T071)• Property records/information systems (T072)• Conflict avoidance, management and dispute resolution procedures (M006) orSustainability (M009)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the list above.22

RICS Europe*If Valuation is taken as a Level 3 core competency, then optional competencyrequirements are two competencies to Level 2 plus one competency to Level 2 fromthe full list of technical competencies, including any not already chosen from the listabove.23

RICS EuropeAPC pathway - Residential survey and valuationNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Building pathology (T006)• Inspection (T044)Level 2• Measurement of land and property (T057)• Valuation (T083) (or Level 3*)Optional competenciesOne competency to Level 3 and two competencies to Level 2* from the list below• Auctioneering (T004)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Contaminated land (T015)• Environmental assessment (T028)• Housing aid or advice (T038)• Housing maintenance, repairs and improvements (T039)• Housing management and policy (T040)• Housing strategy and provision (T041)• Indirect investment vehicles (T043)• Investment management (including fund and portfolio management) (T046)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Land use and diversification (T049)• Leasing/letting (T050)• Local taxation/assessment (T052)• Maintenance management (T053)• Planning (T061)• Property finance and funding (T069)• Property management (T070)• Property management accounting (T071)• Property records/information systems (T072)• Purchase and sale (T073)• Conflict avoidance, management and dispute resolution procedures (M006) orSustainability (M009)Plus one competency to Level 2 from the full list of technical competencies (seepage 39 for the alphabetical list of technical definitions), including any not alreadychosen from the list above.24

RICS Europe*If Valuation is taken as a Level 3 core competency then the optional competencyrequirements are three competencies to Level 2 plus one competency to Level 2from the full list of technical competencies, including any not already chosen from thelist above.25

RICS EuropeAPC pathway - RuralNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesOne competency to Level 3 from the list below.• Agriculture (T002)• Management of the natural environment and landscape (T055)• Property management (T070)• Valuation (T083)Optional CompetenciesThree competencies to Level 3 and two competencies to Level 2 from the list below(including any core competencies not already used*).• Access and rights over land (T001)• Auctioneering (T004)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Development appraisals (T023)• Forestry and woodland management (T034)• Investment management (including fund and portfolio management) (T046)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Land use and diversification (T049)• Planning (T061)• Property finance and funding (T069)• Purchase and sale (T073)• Strategic real estate consultancy (T079)• Accounting principles and procedures (M001) or Conflict avoidance,management and dispute resolution procedures (M006) or Sustainability (M009)Plus one competency to Level 3 or two competencies to Level 2 from the full list oftechnical competencies (see page 39 for the alphabetical list of technical definitions),including any not already chosen from the lists on this page.* If Agriculture has not been selected as the one core, it must be taken as one of theoptional competencies to either Level 3 or Level 2.26

RICS EuropeAPC pathway - Taxation allowancesNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Accounting principles and procedures (M001)• Capital allowances (T008)• Construction technology and environmental services (T013)• Quantification and costing of construction works (T074)• Valuation (T083)Level 2• Contract practice (T017)Optional competenciesTwo competencies to Level 2 from the list below.• Capital taxation (T009)• Contaminated land (T015)• Design economics and cost planning (T022)• Development appraisals (T023)• Due diligence (T025)• Insurance (T045)• Property finance and funding (T069)• Property management accounting (T071)• Risk management (T077)• Sustainability (M009)27

RICS EuropeAPC pathway - ValuationNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies(see page 5).Core competenciesLevel 3• Inspection (T044)• Valuation (T083)Level 2• Measurement of land and property (T057)Optional competenciesTwo competencies to Level 3 and one competency to Level 2 from the list below.• Access and rights over land (T001)• Auctioneering (T004)• Building pathology (T006)• Capital taxation (T009)• Compulsory purchase and compensation (T011)• Contaminated land (T015)• Corporate real estate management (T019)• Development appraisals (T023)• Indirect investment vehicles (T043)• Insurance (T045)• Investment management (including fund and portfolio management) (T046)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Leasing/letting (T050)• Local taxation/assessment (T052)• Planning (T061)• Property finance and funding (T069)• Property management (T070)• Property management accounting (T071)• Property records/Information systems (T072)• Purchase and sale (T073)• Strategic real estate consultancy (T079)• Accounting principles and procedures (M001) or Conflict avoidance,management and dispute resolution procedures M006) or Sustainability (M009)Plus one competency to Level 3 or two competencies to Level 2 from the full list oftechnical competencies (see page 39 for the alphabetical list of technical definitions),including any not already chosen from the list above.28

RICS EuropeAPC pathway – Valuation of businesses and intangible assetsNote: the references in brackets below are further explained on pages 39-72.Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies.Core competenciesLevel 3• Accounting principles and procedures (M001)• Asset identification and assessment (T086)• Valuation of businesses and intangible assets (T087)• Valuation reporting and research (T088)Optional competenciesOne competency to Level 3 or two competencies to Level 2 from the list below. 1• Capital allowances (T008)• Compulsory purchase and compensation (T011)• Corporate recovery and insolvency (T020)• Purchase and sale (T073)• Corporate finance (T018)• Taxation (T089)29

RICS EuropeSection three – The competency definitionsAlphabetical list of mandatory competenciesM001 Accounting principles and proceduresM002 Business planningM003 Client careM004 Communication and negotiationM005 Conduct rules, ethics and professional practiceM006 Conflict avoidance, management and dispute resolution proceduresM007 Data managementM008 Health and safetyM009 SustainabilityM010 TeamworkingAdditional list of Senior Professional mandatory competenciesSP001 LeadershipSP002 Managing peopleSP003 Managing resources (excluding human resources)30

RICS EuropeMandatory competency definitionsAccounting principles and proceduresM001AT LEVEL ONEDemonstrate knowledge and understanding of accounting concepts and the formatand preparation of management and company accounts, including profit and lossstatements, cash flow statements and balance sheets.AT LEVEL TWOProvide evidence of interpretation of company accounts and balance sheets in yourarea of practice and application of appropriate accounting and regulatory standards.AT LEVEL THREEProvide evidence of reasoned advice given to clients with regard to profit and lossstatements and balance sheets.Business planningM002AT LEVEL ONEDemonstrate knowledge and understanding of how business planning activitiescontribute to the achievement of corporate objectives.AT LEVEL TWOProvide evidence of application of the principles and demonstrate your ability to usethe tools of business planning appropriate to your area of practice.AT LEVEL THREEProvide evidence of reasoned advice given to clients and others of the principles andtools of business planning and be able to evaluate your performance and outcomes.Client careM003AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practice of clientcare including:• the concept of identifying all clients/colleagues/third parties who are your clientsand the behaviours that are appropriate to establish good client relationships• the systems and procedures that are appropriate for managing the process ofclient care, including complaints• the requirement to collect data, analyse and define the needs of clients.AT LEVEL TWOProvide evidence of practical application of the principles and practice of client carein your area of practice.AT LEVEL THREEProvide evidence of reasoned advice given to clients and others.31

RICS EuropeCommunication and negotiationM004AT LEVEL ONEDemonstrate knowledge and understanding of effective oral, written, graphic andpresentation skills including the methods and techniques that are appropriate tospecific situations.AT LEVEL TWOProvide evidence of practical application of oral, written, graphic and presentationskills that are appropriate in a variety of situations, specifically including wherenegotiation is involved.AT LEVEL THREEProvide evidence of evaluation of your communication in a variety of situations.Conduct rules, ethics and professional practiceM005AT LEVEL ONEDemonstrate knowledge and understanding of the role and significance of RICS andits functions. Also an appreciation of your personal professional role and society’sexpectations of professional practice and RICS code of conduct and conductregulations, including the general principles of law and the legal system, asapplicable in your country of practice.AT LEVEL TWOProvide evidence of practical application in your area of practice, being able to justifyactions at all times and demonstrate personal commitment to the rules of conduct,ethics and RICS nine core values.AT LEVEL THREEProvide evidence of application of the above in your area of practice in the context ofadvising clients.Conflict avoidance, management and dispute resolution proceduresM006AT LEVEL ONEDemonstrate knowledge and understanding of the techniques for conflict avoidance,conflict management and dispute resolution procedures including for exampleadjudication and arbitration, appropriate to your APC pathway.AT LEVEL TWOProvide evidence of practical application in your area of practice having regard to therelevant law.AT LEVEL THREEProvide evidence of the application of the above in the context of advising clients inthe various circumstances referred to above.32

RICS EuropeData managementM007AT LEVEL ONEDemonstrate knowledge and understanding of the sources of information and data,and of the systems applicable to your area of practice, including the methodologiesand techniques most appropriate to collect, collate and store data.AT LEVEL TWOProvide evidence of practical application in your area of practice and understand therelevance of information gathered and the uses to which it can be applied. Analysethe information and data collected.AT LEVEL THREEProvide evidence of reasoned advice given to clients and others on the use andpractical application of the information collected and systems used, and/or specifythe most appropriate way for your own and/or a client organisation to collect, analyseand apply relevant information and data.Health and safetyM008AT LEVEL ONEDemonstrate knowledge and understanding of the principles and responsibilitiesimposed by law, codes of practice and other regulations appropriate to your area ofpractice.AT LEVEL TWOProvide evidence of practical application of health and safety issues and therequirements for compliance, in your area of practice.AT LEVEL THREEProvide evidence of reasoned advice given to clients and others on all aspects ofhealth and safety, including undertaking a risk assessment.SustainabilityM009AT LEVEL ONEDemonstrate knowledge and understanding of why and how sustainability seeks tobalance economic, environmental and social objectives at global, national and locallevels, in the context of land, property and the built environment.AT LEVEL TWOProvide evidence of practical application of sustainability appropriate to your area ofpractice, and of awareness of the circumstances in which specialist advice isnecessary.AT LEVEL THREEProvide evidence of reasoned advice given to clients and others on the policy, lawand best practice of sustainability, in your area of practice.33

RICS EuropeTeamworkingM010AT LEVEL ONEDemonstrate knowledge and understanding of the principles, behaviour anddynamics of working in a team.AT LEVEL TWOProvide evidence of practical application of working as a team member in your areaof practice.AT LEVEL THREEProvide evidence of evaluation of your communication skills in a variety of situations.Additional Senior Professional route mandatory competenciesSenior professional route candidates must also be able to demonstrate the followingcompetencies at final assessment, in addition to the ones above.LeadershipSP001AT LEVEL ONEDemonstrate knowledge and understanding of the characteristics and behaviour of aleader.AT LEVEL TWOProvide evidence of application of your role as a leader appropriate to your area ofpractice.AT LEVEL THREEProvide evidence of evaluation of your leadership role.Managing peopleSP002AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practice ofmanaging people.AT LEVEL TWOProvide evidence of the application of the skills required to manage people.AT LEVEL THREEProvide evidence of the evaluation of your people management skills.34

RICS EuropeManaging resources (excluding human resources)SP003AT LEVEL ONEDemonstrate knowledge and understanding of the resources required and their costfor the effective operation of a business.AT LEVEL TWOProvide evidence of the application in your area of practice, giving reasoned adviceon the most effective use, allocation and cost of resources.AT LEVEL THREEProvide evidence of the evaluation of managing resources in specific businesscases.35

RICS EuropeConduct rules, ethics and professional practice guidance notesThe following guidance notes will help you to have a thorough understanding of thephilosophy and application of the ethics, code of conduct and professional practicerequirements of RICS.All APC candidates will be tested on this mandatory competence at final assessmentinterview and must demonstrate the required level of competence in the context oftheir experience and area of practice.Ethics can be defined as a set of moral principles extending beyond a formal code ofconduct. The willingness to follow these principles is one of the cornerstones for theexpansion of the profession. It is one of the main reasons why people choose to relyon members of acknowledged professional bodies. By following a code ofprofessional ethics, members resolve the inevitable conflicts between the interests ofthe professional, the client and the community at large.Membership of RICS places upon every member responsibility for the delivery of‘surveying services’ within an ethical context and subject to certain core values whichunderpin all conduct regulations and requirements.You must demonstrate you are able to operate as a technically skilled practitioner, ina way society expects of those with professional status. Within this competency youwill also be expected to demonstrate your understanding of the general principles oflaw and the legal system as applicable in your country of practice. This is an intrinsicpart of surveying practice over and above the more specific areas of law thatunderpin many of the technical competencies.The values, or principles, are designed to provide help and guidance to surveyors inevery situation, particularly when in doubt about how to handle difficultcircumstances, or where there is a danger that a member’s professionalism may becompromised.The Global Professional and Ethical StandardsGlobal Professional and Ethical Standards are applicable to all membersThe 5 standards are:• Act with integrity (being honest and straightforward at all times)• Always provide a high standard of service (ensuring clients always receivethe best possible advice and support)• Act in a way that promotes trust in the profession (behaving in aprofessional and positive way)• Treat others with respect (being aware of cultural sensitivities and businesspractices and always being courteous, polite and considerate)• Take responsibility (being accountable for your own action and not blamingothers if something goes wrong).For further information on the RICS code of ethics, go to ‘More about ethics’ in the‘Why join’ section of www.joinricsineurope.eu36

RICS EuropeAlphabetical list of APC technical competenciesT001Access and rights over landT023Development appraisalsT002AgricultureT024Development/project briefsT003Analysis of client requirementsT025Due diligenceT086Asset identification and assessmentT026Economic developmentT004AuctioneeringT027Engineering surveyingT005Building control inspectionsT028Environmental assessmentT006Building pathologyT029Environmental audit (and monitoring)T007Cadastre and land managementT030Environmental managementT008 Capital allowancesT009 Capital taxationT010 Commercial management ofconstructionT031 Environmental science andprocessesT032 Financial modellingT033 Fire safetyT011 Compulsory purchase andcompensationT012T013Conservation and restorationConstruction technology andenvironmental servicesT034T035T036T037Forestry and woodland managementGeodesyGISGround engineering and subsidenceT014Consultancy servicesT038Housing aid or adviceT015T016T017T018T019T020T021T022Contaminated landContract administrationContract practiceCorporate financeCorporate real estate managementCorporate recovery and insolvencyDesign and specificationDesign economics and cost planningT039T040T041T042T043T044T045Housing maintenance, repair andimprovementsHousing management and policyHousing strategy and provisionHydrographic (marine) surveyingIndirect investment vehiclesInspectionInsurance37

RICS EuropeT046fundT047T048T049T050T051T052Investment management (includingand portfolio management)Laboratory proceduresLandlord and tenant (including rentreviews and lease renewals)Land use and diversificationLeasing/lettingLegal/regulatory complianceLocal taxation/assessmentT069 Property finance and fundingT070 Property managementT071 Property management accountingT072 Property records/informationsystemsT073 Purchase and saleT074 Quantification and costing ofconstruction worksT075 Remote sensing andphotogrammetryT053 Maintenance managementT054 Management of the built environmentT055 Management of the naturalenvironment and landscapeT056 MappingT057 Measurement of land and propertyT058 Minerals managementT059 Object identificationT060 Option appraisalT061 PlanningT062 Procurement and tenderingT063 Programming and planningT076 Research methodologies andtechniquesT077 Risk managementT078 Spatial data capture andpresentation (advanced mapping)T079 Strategic real estate consultancyT080 Supplier managementT081 Surveying land and seaT089 TaxationT082 Use of the marine environmentT083 ValuationT087 Valuation of businesses andintangible assetsT064Project administrationT088Valuation reporting and researchT065Project auditT084Waste managementT066T067T068Project evaluationProject financial control and reportingProject process and proceduresT085 Works progress and qualitymanagement38

RICS EuropeTechnical competency definitionsAccess and rights over landT001AT LEVEL ONEDemonstrate knowledge and understanding of the legislation and/or framework foracquiring sites or access for the provision of power, water, pipelines, other third partyor communications infrastructure. This should include the methodology andtechniques used in valuation for these purposes.AT LEVEL TWOProvide evidence of identifying and understanding the appropriate routing for lines,cables and other third party infrastructure. This should include associatedenvironmental assessment; undertaking inspections, and evaluating and negotiatingpayments for their use or acquisition.AT LEVEL THREEProvide evidence of reasoned advice, undertake valuations on and write reports inrelation to all matters relating to provision of power, water, pipelines, other third partyor communications infrastructure.AgricultureT002AT LEVEL ONEDemonstrate knowledge and understanding of the principles, characteristics andorganisation of agriculture according to different geographical, soil and climaticconditions.AT LEVEL TWODemonstrate application of the principles and systems of practical farming methods.This includes the requirements and characteristics of yields; current market prices ofagricultural produce and livestock; costs of production; and the utilisation and cost offarm buildings.AT LEVEL THREEProvide evidence of reasoned advice given to stakeholders on the management andpractical application of appropriate methods and requirements of farming.39

RICS EuropeAnalysis of client requirementsT003AT LEVEL ONEDemonstrate knowledge and understanding of the need to collect data, analyse anddefine the needs of clients.AT LEVEL TWOProvide evidence of the practical application of that knowledge and understanding.This should include the development of strategies and methodologies and, whereappropriate, undertaking feasibility studies, design proposals and costings.AT LEVEL THREEProvide evidence of developing appropriate strategies to meet the client’srequirements under minimum supervision, based on analysis and interpretation.Demonstrate the ability to report on and present tailored strategies to the client.Asset identification and assessmentAT LEVEL ONET086Demonstrate knowledge and understanding of the identification and assessment ofintangible and business assets.AT LEVEL TWOApply your knowledge and understanding of what constitutes intangible and businessassets, the nature and character of the asset and different forms of ownership.AT LEVEL THREEProvide evidence of reasoned advice on complex asset identification issues, thenature of assets, liability or business asset to be valued.AuctioneeringT004AT LEVEL ONEDemonstrate knowledge and understanding of the basic principles and legalobligations of auction. This should include preparation for, and procedures prior to orduring, an auction.AT LEVEL TWOProvide evidence of the practical application of your knowledge to the preparation forthe sale of property at auction and procedures prior to or during an auction.AT LEVEL THREEProvide evidence of reasoned advice based on a thorough working knowledge andexperience of the auction process , including experience of selling at auction.40

RICS EuropeBuilding control inspectionsT005AT LEVEL ONEUndertake building inspections at stages of work in progress in order to assesscompliance with building legislation.AT LEVEL TWODemonstrate the ability to observe, assess and take authoritative action in respect ofcontraventions of building legislation on site.AT LEVEL THREEDemonstrate the application of specialist knowledge to the resolution of complexproblems and contraventions of building legislation; demonstrate understanding ofcollapse of structures and measures necessary to ensure public safety.41

RICS EuropeBuilding pathologyT006AT LEVEL ONEDemonstrate your knowledge and understanding of building defects includingcollection of information, measurements and tests.AT LEVEL TWOApply your knowledge to undertake surveys, use survey and other information todiagnose cause and mechanisms of failure.AT LEVEL THREEProvide evidence of reasoned advice and appropriate recommendations, includingthe preparation and presentation of reports.Cadastre and land managementT007AT LEVEL ONEDemonstrate knowledge and understanding of field and office procedures forboundary and/or cadastral surveys appropriate to your national and/or internationallocation. Understand legal and physical boundaries and provide examples of these.Understand the principles of land management.AT LEVEL TWOApply your knowledge of the principles of land registration, land management,administration and legislation related to rights in real estate internationally andnationally. Understand the relationship between the surveyor, client and legalprofession and preparation of evidence for the legal process.AT LEVEL THREEProvide evidence of reasoned advice, and fully understand the role and responsibilityof an expert witness, on the resolution of disputes by litigation and alternativeprocedures.Capital allowancesT008AT LEVEL ONEDemonstrate knowledge and understanding of capital allowances and grants.AT LEVEL TWOApply knowledge of capital allowances and grants, including the ability to use sourcedocuments necessary to prepare taxation allowances analyses.AT LEVEL THREEProvide evidence of giving reasoned advice; preparing claims; making applicationsfor grants; preparing and presenting reports to clients; and corresponding andnegotiating with the relevant government and other authorities.42

RICS EuropeCapital taxationT009AT LEVEL ONEDemonstrate knowledge and understanding of the relevant provisions for capitaltaxation of real estate, equipment and/or other property.AT LEVEL TWOUndertake valuations and negotiations for a variety of different property types usingdifferent valuation methods for the purposes of capital taxation.AT LEVEL THREEProvide evidence of reasoned advice to stakeholders (to include senior managementwithin your organisation, clients and courts/tribunal members) in respect of specificcases and/or other capital taxation issues.Commercial management of constructionT010AT LEVEL ONEDemonstrate knowledge and understanding of the principles of management ofconstruction projects.AT LEVEL TWOApply your knowledge to the financial management of construction projects, includingregular monitoring and reporting on cash flow and profitability.AT LEVEL THREEMonitor, report and advise on project cash flows and profitability; evaluate and adviseon the financial implications and appropriate management action.Compulsory purchase and compensationT011AT LEVEL ONEDemonstrate knowledge and understanding of the powers and procedures ofgovernment and other bodies in relation to the compulsory purchase andcompensation. This should cover interests in real estate and of the rights of ownersand occupiers of the various interests in property.AT LEVEL TWOAssist in the preparation of the various stages involved in the process of compulsorypurchase including the estimation of a claim for compensation.AT LEVEL THREEProvide evidence of reasoned advice in relation to the validity and level of a claim forcompensation, using a variety of valuation methodologies appropriate for thecircumstances of the claim. Take an active role in the negotiation of claims, using avariety of bases of statutory and other valuation methodologies. Provide reasonedadvice on the role of compulsory purchase in facilitating planning and regenerationinitiatives.43

RICS EuropeConservation and restorationT012AT LEVEL ONEDemonstrate knowledge and understanding of the principles, techniques andmethods applied to conservation and restoration.AT LEVEL TWOUndertake an inspection or object identification* to identify all the relevant factors thatmay affect the conservation or restoration of the subject matter.AT LEVEL THREEProvide evidence of reasoned advice on the conservation or restoration of thesubject matter and/or manage the conservation or restoration process.*Note: The words "object identification" apply only to those candidates who aretaking this competency as part of the Arts and antiques pathway.44

RICS EuropeConstruction technology and environmental servicesT013AT LEVEL ONEDemonstrate knowledge and understanding of the principles of design andconstruction relating to your chosen field of practice.AT LEVEL TWOApply your knowledge to the design and construction processes.AT LEVEL THREEAdvise on the selection and application of particular processes within your area ofexperience. This should include liaison with specialists and consultants to developproject-specific design and construction solutions.Consultancy servicesT014AT LEVEL ONEDemonstrate knowledge and understanding of the procurement and execution ofadvisory and strategic consultancy services in the context of the real estate andconstruction sectors.AT LEVEL TWOApply your knowledge of the provision of consultancy services in the context of thereal estate and construction sectors.AT LEVEL THREEProvide evidence of reasoned advice by preparing and presenting consultancyreports, together with relevant analysis to clients, in the context of the real estate andconstruction sectorsContaminated landT015AT LEVEL ONEDemonstrate knowledge and understanding of how land becomes contaminatedthrough human activities and natural occurrences. Clearly illustrate the implicationsof contamination for real estate valuation, development and management.AT LEVEL TWOPrepare a brief and/or specification for the appointment of a specialist(s) to undertakea site investigation.AT LEVEL THREESupervise a site investigation, interpret the results of laboratory analyses and makerecommendations as to remedial treatments.45

RICS EuropeContract administrationT016AT LEVEL ONEDemonstrate knowledge and understanding of the contractual, legislative, andstatutory terminology/requirements of a construction contract.AT LEVEL TWOImplement administrative procedures necessary for the smooth running of aconstruction contract.AT LEVEL THREEAdvise on the administrative procedures necessary for the smooth running of aconstruction contract including document control techniques and systems, meetingsand reporting procedures.Contract practiceT017AT LEVEL ONEDemonstrate knowledge and understanding of the various forms of contract used inthe construction industry and/ or your area of business.AT LEVEL TWOApply your knowledge of the use of the various standard forms of contract at projectlevel, including the implications and obligations that apply to the parties to thecontract.AT LEVEL THREEProvide evidence of reasoned advice, prepare and present reports on the selection ofthe appropriate form of contract and warranties for your chosen procurement route.This should include advising on the most appropriate contractual procedure at thevarious stages of a construction or other contract.Corporate financeT018AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practices underlyingthe structuring and financing of corporate transactions, with particular reference tothe role of real estate within these transactions.AT LEVEL TWOApply your knowledge and understanding to assist in advising corporateorganisations on the capital structure options relating to both occupational andsurplus real estate. This should include the calculation and modelling of the cost ofcapital, plus a working knowledge of the regulatory framework within which thecorporate finance marketplace operates.AT LEVEL THREEGive reasoned advice on the effects of different corporate financing techniques andstructures on real estate (or plant and machinery) holdings in a corporate context.This should include impacts on accounts and contributions to both merger andacquisition activity, as well as general corporate financing/restructuring transactions.46

RICS EuropeCorporate real estate managementT019AT LEVEL ONEDemonstrate knowledge and understanding of the role of real estate in the context ofthe corporate occupier.AT LEVEL TWOApply your knowledge to the management of corporate real estate under appropriatesupervision.AT LEVEL THREEProvide evidence of reasoned advice on corporate real estate strategy to thecorporate occupier in order to meet business needs.Corporate recovery and insolvencyT020AT LEVEL ONEDemonstrate knowledge and understanding of the role of the Chartered Surveyor incorporate recovery and insolvency situations.AT LEVEL TWODemonstrate an understanding of the various types of appointment that can be madeto administer/manage the affairs of insolvent and potentially insolvent companies andindividuals.AT LEVEL THREEProvide evidence of reasoned advice, prepare and present reports on the propertyassets of insolvent companies and individuals and/or in the administration of FixedCharge Receivership appointments.Design and specificationT021AT LEVEL ONEDemonstrate knowledge and understanding of the design process, and the scopeand content of related documentation.AT LEVEL TWOPrepare designs and specifications, including at outline and detail levels.AT LEVEL THREECo-ordinate and manage the design and specification processes on projects.47

RICS EuropeDesign economics and cost planningT022AT LEVEL ONEDemonstrate knowledge and understanding of the main factors that affect designeconomics over the whole life of a building. Demonstrate knowledge andunderstanding of how cost planning assists in the financial control of projects duringthe design development stage.AT LEVEL TWOApply your knowledge to the cost management of design development on a projectfrom feasibility to design completion. Prepare and submit cost data to in-houseand/or external data collection agencies.AT LEVEL THREEGive strategic and reasoned advice, including the preparation and presentation ofreports with reference to cost, time, quality and buildability. Advise on various marketfactors and trends in construction costs. Comment on accuracy and risk.Development appraisalsT023AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practices underlyinga valid development appraisal.AT LEVEL TWOIdentify, select, assemble and analyse data relevant to carrying out developmentappraisals. Undertake appraisals using relevant techniques and methodology andidentify possible sources of development funding.AT LEVEL THREEInterpret and provide evidence of reasoned advice on development appraisals andfurther opportunities.Development/project briefsT024AT LEVEL ONEDemonstrate knowledge and understanding of the information required to prepare adevelopment brief or project brief.AT LEVEL TWOApply your knowledge to identify, select, assemble and analyse information relevantto the preparation of development briefs or outline project briefs.AT LEVEL THREEApply information in the preparation and presentation of development briefs ordetailed design briefs, or parts thereof.48

RICS EuropeDue diligenceT025AT LEVEL ONEDemonstrate knowledge of the techniques used for cost, quality and time-relatedforensic examinations in your area of practice.AT LEVEL TWOApply your knowledge of cost, quality and time-related forensic examinations in yourarea of practice.AT LEVEL THREEProvide evidence of reasoned advice and report to clients on cost, quality and timerelatedforensic examinations in your area of practice.Economic developmentT026AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practices underlyingsound economic development policies in the context of international, national,regional and local economic issues. This should include inward investment strategiesand urban regeneration strategies.AT LEVEL TWOIdentify and fully understand the organisational processes and mechanisms involvedin implementing economic development policies, and their impact on urbanregeneration, property development and infrastructure provision.AT LEVEL THREEUndertake initial feasibility studies and analysis as a preliminary to advising clients onappropriate economic development strategies.Engineering surveyingT027AT LEVEL ONEDemonstrate knowledge and understanding of the principles of construction settingout, deformation and as-built surveys. Be fully conversant with all forms ofconstruction drawings, plans and surveys.AT LEVEL TWOApply your knowledge on site and be aware of safety, site management proceduresand civil engineering/structural principles.AT LEVEL THREEPlan, specify and give reasoned advice on engineering surveys; define and assessaccuracies and tolerances; manage the engineering surveying element in largeprojects; and understand the principles of good engineering practice.49

RICS EuropeEnvironmental assessmentT028AT LEVEL ONEDemonstrate knowledge and understanding of appropriate environmentalassessment concepts, processes and systems. This should include responsibilitiesimposed by law, codes of practice and other regulations relating to environmentalassessment.AT LEVEL TWOApply in practice your understanding of environmental assessment and therequirements for compliance, including undertaking an environmental assessment.AT LEVEL THREEProvide evidence of reasoned advice including the preparation and production ofreports based on appropriate environmental assessments.Environmental audit (and monitoring)T029AT LEVEL ONEDemonstrate knowledge and understanding of appropriate environmental auditingconcepts, processes, systems and the role of the environmental audit inenvironmental monitoring.AT LEVEL TWOApply in practice your understanding of environmental auditing and monitoring, asappropriate.AT LEVEL THREEProvide evidence of reasoned advice including the preparation and production ofreports based on appropriate environmental audits.Environmental managementT030AT LEVEL ONEDemonstrate knowledge and understanding of appropriate environmentalmanagement concepts, processes, and systems.AT LEVEL TWOApply your understanding of appropriate environmental management concepts,processes, and systems.AT LEVEL THREEMaintain and report on environmental management and/or environmentalmanagement systems.50

RICS EuropeEnvironmental science and processesT031AT LEVEL ONEDemonstrate knowledge and understanding of the environmental sciences, withparticular references to the impact of human activities on ecologies, the soil, waterand air. Clearly illustrate the importance of environmental sciences in the design ofbuildings, materials employed in construction, the use of land and buildings,equipment and other property types.AT LEVEL TWOInterpret specialist reports and/or specifications in order to advise as to possiblepresent and future environmental implications.AT LEVEL THREESpecify works and materials, including design detailing, to ensure achievement ofenvironmental objectives.Financial modellingT032AT LEVEL ONEDemonstrate a basic understanding of the main financial modelling softwarepackages and how these may be used to create a financial model which illustratesthe risk and returns available in a development and investment scenario.AT LEVEL TWOApply your knowledge to produce bespoke financial models including full propertyanalysis and cash flows from base information reflecting the individual investment ordevelopment characteristics.AT LEVEL THREEUse financial models to provide detailed reasoned advice on the performance ofinvestment and development scenarios. Carry out a full sensitivity analysis taking intoaccount a range of inputs and assumptions. Be able to segregate performancebetween senior debt and equity returns using the model to illustrate this.51

RICS EuropeFire safetyT033AT LEVEL ONEDemonstrate knowledge and understanding of the consequences of fire in a building,how it is modified by the enclosure and how the impact may be controlled. Apply firesafety principles to practical situations so as to minimise the risk from fire to personalinjury or death, physical loss and adverse environmental impact.AT LEVEL TWODemonstrate knowledge and understanding of the combustion process; the physicsand chemistry of fire; the physiological and psychological effects of fire; and theability to assess means of escape systems according to circumstance, including firesafety management systems.AT LEVEL THREEApply the principles and understanding by preparing a fire safety strategy for amoderately complex assembly or commercial building with multiple uses and arelatively high occupancy.Forestry and woodland managementT034AT LEVEL ONEDemonstrate the ability to describe the silvicultural requirements, and the treeidentification and silvicultural characteristics, of the main commercial and amenityspecies. Demonstrate knowledge and understanding of current grant regimes.AT LEVEL TWODemonstrate the ability to apply your understanding of silviculture to theestablishment and management of different forest and woodland systems.Demonstrate an understanding of the practice of silviculture from seed throughestablishment of crops, through to thinning and harvesting. Demonstrate anunderstanding of current forestry policy and its impact on grant regimesAT LEVEL THREEDemonstrate experience of the economics and financial implications of various typesof forest and woodland systems; preparation and submission of forest and woodlandgrant scheme applications; calculation of timber yields, forecasting, and use of plansand recording systems; carrying out valuation of trees and stands of timber; anddrawing up of thinning and harvest programmes.52

RICS EuropeGeodesyT035AT LEVEL ONEDemonstrate knowledge and understanding of the principles of geodesy, GlobalNavigation Satellite Systems, global/regional/national geodetic reference systems,geoids, datums and projections.AT LEVEL TWOApply your knowledge in practice, specify and plan surveys and instrumentationneeds. Be aware of error sources and "fitness for purpose" of data. Use industrystandard software and apply network adjustments and/or transformations.AT LEVEL THREEProvide evidence of reasoned advice on advanced practice and planning. Useadvanced software and carry out adjustments and analysis. Advise on clientspecifications and final product needs.GIST036AT LEVEL ONEDemonstrate knowledge and understanding of the principles of geographicinformation science and systems. Be aware of industry standard GIS, datastructures, types and their applications, and of appropriate capture and outputsystems.AT LEVEL TWOApply your knowledge and assess data quality; define and use appropriate input anddata transfer methods; analyse data and prepare databases; identify digital datasources and assess "fitness for use". Understand and be aware of national andinternational data standards.AT LEVEL THREEAssess clients’ needs and advise them accordingly. Define specifications includingdata and process modelling, customise systems, carry out advanced spatialanalyses, and manage data and observe data standards.Ground engineering and subsidenceT037AT LEVEL ONEUndertake appropriate investigations including site inspection to research site historyand geology.AT LEVEL TWOCollate, analyse and interpret information gathered after initial research.AT LEVEL THREEProvide evidence of reasoned advice, prepare and present reports.53

RICS EuropeHousing aid or adviceT038AT LEVEL ONEDemonstrate knowledge and understanding of the rights and responsibilities oflandlords, tenants, licence holders, leaseholders, or shared owners in relation tolegislation and statutory guidance. Be aware of the options available for obtaininghousing aid or advice.AT LEVEL TWOAssist with the provision of housing aid or advice on landlord and tenant issues.AT LEVEL THREEProvide evidence of housing aid or reasoned advice on a range of landlord andtenant issues taking full account of legislation and statutory guidance.Housing maintenance, repair and improvementsT039AT LEVEL ONEDemonstrate knowledge and understanding of the roles of owners, occupiers,providers and local authorities in the maintenance, repair and improvement ofhousing. Demonstrate knowledge of funding methods available, legislativerequirements, and property related health and safety issues.AT LEVEL TWOApply your knowledge to assess the condition of housing, prepare reports and costestimates. Advise on obtaining funding and prepare contracts in relation to the workprogrammes. Assess and advise on residents’ needs.AT LEVEL THREEManage work in progress and payments. Demonstrate and apply your understandingof defect liability and dispute resolution procedures.Housing management and policyT040AT LEVEL ONEDemonstrate knowledge and understanding of the legislation and statutoryregulations that are relevant to the management of housing.AT LEVEL TWOApply your knowledge to day-to-day housing management functions, including theimplementation of tenancy conditions, leases or licences, relevant legislation andstatutory guidance.AT LEVEL THREEProvide evidence of reasoned advice including the preparation and presentation ofreports relating to the formulation and implementation of housing management policyand good practice.54

RICS EuropeHousing strategy and provisionT041AT LEVEL ONEDemonstrate knowledge and understanding of the various methods used to assessand identify overall housing needs. Be aware of the options available for housingproviders to meet these housing needs.AT LEVEL TWOApply your knowledge to identify and respond to housing needs. This should includehouse types, tenures, funding, planning, and other statutory or non-statutoryconsiderations.AT LEVEL THREEProvide evidence of reasoned advice and contribute to the formulation andimplementation of a housing strategy to meet identified housing needs.Hydrographic (marine) surveyingT042AT LEVEL ONEDemonstrate a working knowledge and understanding of the principles andlimitations of hydrographic survey. Conduct measurements in the marineenvironment.AT LEVEL TWOPlan the conduct of marine surveys. Be fully aware of safety issues. Specifyappropriate instrumentation and ensure correct calibration. Understand the principlesof geodesy on a local and international basis, and its application in a marineenvironment. Fully understand the principles, application and limitations ofnavigation, geophysical and marine survey instrumentation and software.AT LEVEL THREEAssess the client’s needs and define specifications, tenders and/or contracts.Manage marine surveys. Analyse the data collected and use it to prepare reports andbriefings. Be conversant with the International Law of the Sea and/or maritimeboundaries.55

RICS EuropeIndirect investment vehiclesT043AT LEVEL ONEDemonstrate knowledge and understanding of the principles of indirect investmentincluding the different structures and instruments relating to the ownership andfunding of real estate.AT LEVEL TWOApply your knowledge to identify which structures might suit an investor or lender inany given scenario. Understand the management and risk issues that may differ froma more direct form of investment. Gain an appreciation of how investing indirectly canassist portfolio risk and return management.AT LEVEL THREEAssist in the analysis and preparation of reasoned advice covering the benefits orotherwise of indirect investment. Participate in the establishment and management ofsuch vehicles and demonstrate an understanding of how these vehicles impact thelarger direct market.InspectionT044AT LEVEL ONEDemonstrate knowledge and understanding of the different requirements forinspection, together with the required information and factors affecting the approachto an inspection.AT LEVEL TWOUndertake inspections and apply the information gained to prepare reports,schedules and/or registers of equipment, presenting appropriate information gainedfrom the inspection.AT LEVEL THREEProvide evidence of reasoned advice and recommendations arising from inspections.InsuranceT045AT LEVEL ONEDemonstrate knowledge and understanding of the principles and practices ofinsurance in relation to your area of practice.AT LEVEL TWOApply your knowledge and/or be involved with the insurance of construction and/orproperty-related matters.AT LEVEL THREEDemonstrate a thorough understanding of the regulations and practice governing theinsurance of construction and/or property-related matters.56

RICS EuropeInvestment management (including fund and portfolio management)T046AT LEVEL ONEDemonstrate knowledge and understanding of the principles of financial investmentin property.AT LEVEL TWOApply the principles of managing property as a financial investment.AT LEVEL THREEProvide evidence of reasoned and strategic advice on property as a financialinvestment, including the preparation and presentation of reports.Laboratory proceduresT047AT LEVEL ONEDemonstrate knowledge and understanding of best practice in geo-environmentallaboratories, including accreditation requirements and criteria.AT LEVEL TWODetermine an appropriate analytical suite, taking account of present and historic siteactivities, environmental setting and proposed uses.AT LEVEL THREEInterpret laboratory results and make recommendations as to further analyticalrequirements and/or other actions that may be needed.Landlord and tenant (including rent reviews and lease renewals)T048AT LEVEL ONEDemonstrate knowledge and understanding of the law and practice relating tolandlord and tenant.AT LEVEL TWOApply the principles of the law and practice relating to landlord and tenant. Carry outrelevant negotiations to provide solutions to issues affecting both owners andoccupiers of real estate.AT LEVEL THREEProvide evidence of reasoned advice, prepare and present reports on the law andpractice relating to landlord and tenant. Apply your knowledge to assist inundertaking relevant dispute resolution procedures.57

RICS EuropeLand use and diversificationT049AT LEVEL ONEDemonstrate knowledge and understanding of how a variety of land uses, policiesand options for diversification have an impact on real estate and business.AT LEVEL TWOApply your knowledge to recognise and evaluate the economic, social andenvironmental needs of different land uses and options for diversification in relationto location and markets.AT LEVEL THREEProvide evidence of reasoned advice, write reports and undertake the managementof land use and, where appropriate, diversification and related projects.Leasing/lettingT050AT LEVEL ONEDemonstrate knowledge and understanding of how various types of property are let(or a similar interest is acquired for a client) and the different types of interests thatmay be placed on the market. Demonstrate an understanding of the economics ofthe market for such interests and the appropriate legal frameworks.AT LEVEL TWOApply your knowledge and skills to the leasing/letting of all types of property anddemonstrate practical experience of the associated decision-making process,marketing, reporting and completion of the transaction. Demonstrate knowledge andunderstanding of other forms of property transaction, and of the reasons supportingthe decision to proceed along the chosen leasing or letting route.AT LEVEL THREEProvide evidence of reasoned advice and report to clients on all types of leasing orletting transactions. Demonstrate the ability to see complex cases through from startto finish with appropriate assistance. Be able to provide clients with a holistic view ofthe entire transactional market, and advise them clearly and appropriately, not onlyon the letting or leasing market, but also on other areas.58

RICS EuropeLegal/regulatory complianceT051AT LEVEL ONEDemonstrate knowledge and understanding of any legal/regulatory compliancerequirements in relation to your area of practice.AT LEVEL TWOApply your knowledge to comply with legal/regulatory requirements in specificsituations within your area of practice.AT LEVEL THREEProvide evidence of reasoned advice, prepare and present reports onlegal/regulatory compliance requirements in relation to your area of practice.Local taxation/assessmentT052AT LEVEL ONEDemonstrate knowledge and understanding of the provisions for taxation of realestate, plant and machinery and/or other property types at a local/municipal level.AT LEVEL TWOUndertake valuations and negotiations for a variety of different property types usingdifferent valuation methods for the purposes of local/municipal taxation.AT LEVEL THREEProvide evidence of reasoned advice to stakeholders (including senior managementwithin your organisation, clients and courts/tribunal members) in respect of specificcases and/or other local taxation issues.Maintenance managementT053AT LEVEL ONEDemonstrate knowledge and understanding of the maintenance requirements ofbuildings, structures and other real estate.AT LEVEL TWOManage and keep up-to-date maintenance information to determine and implementoperational maintenance policies.AT LEVEL THREEProvide evidence of reasoned advice, write and present reports on maintenancemanagement.59

RICS EuropeManagement of the built environmentT054AT LEVEL ONEDemonstrate knowledge and understanding of the importance of sustainablemanagement of the built environment as part of the urban planning and regenerationprocess.AT LEVEL TWOApply your knowledge of sustainable management of the built environment as part ofthe urban planning and regeneration process. Demonstrate an understanding of theroles played by public, private and not-for-profit sectors.AT LEVEL THREEProvide evidence of reasoned advice, write reports and negotiate on all mattersrelating to sustainable management of the built environment as part of the urbanplanning and regeneration process. This should include the roles played by public,private and not-for-profit sectors.Management of the natural environment and landscapeT055AT LEVEL ONEDemonstrate knowledge and understanding of the importance and role of natureconservation and the landscape in real estate, business management anddevelopment.AT LEVEL TWOApply your knowledge of nature conservation and landscape in the management ofreal estate and development.AT LEVEL THREEProvide evidence of reasoned advice, write reports and negotiate on all mattersrelating to nature conservation and landscape.MappingT056AT LEVEL ONEDemonstrate knowledge and understanding of the principles of mapping andgeographic information sciences appropriate to your area of practice. Be aware ofaccuracy, scale, currency and fitness for purpose of hardcopy and/or digital maps,drawings, imagery and plans.AT LEVEL TWOApply your knowledge of mapping and geographical sciences in relation to your areaof practice.AT LEVEL THREEProvide evidence of reasoned advice on the design and specification of mappingand/or geo-information projects in a national and/or international context.60

RICS EuropeMeasurement of land and propertyT057AT LEVEL ONEDemonstrate knowledge and understanding of the principles and limitations ofmeasurement relevant to your area of practice.AT LEVEL TWOApply your knowledge to undertake measurement. Use basic and/or advancedinstrumentation to collect data. Present appropriate information gained frommeasurement.AT LEVEL THREEEvaluate, present, manage, analyse data and/or apply spatial data and information.Show an advanced understanding of accuracy, precision and error sources.Minerals managementT058AT LEVEL ONEDemonstrate a broad appreciation of geology, exploration techniques (including siteinvestigation), and surface and/or underground mining methods.AT LEVEL TWOAnalyse site investigations and interpret results. Demonstrate an appreciation of theeconomic and technical viability and/or management of mineral extraction andrestoration.AT LEVEL THREEDesign, give advice on, and/or manage mineral exploitation schemes, theirimplementation and/or property interests therein.Object identificationT059AT LEVEL ONEDemonstrate knowledge and understanding of the object identification checklist,including the characteristics to be observed to be able to complete an objectidentification.AT LEVEL TWOApply your knowledge of object identification.AT LEVEL THREEDemonstrate the ability to give reasoned advice based on your assessments ofobjects.61

RICS EuropeOption appraisalT060AT LEVEL ONEDemonstrate knowledge and understanding of option appraisal methods.AT LEVEL TWOApply relevant methods for carrying out option appraisal, including the selection,assembly and analysis of data.AT LEVEL THREEProvide evidence of reasoned oral and written advice on option appraisal to supportbusiness planning and decision making.PlanningT061AT LEVEL ONEDemonstrate knowledge and understanding of the principles of planning.AT LEVEL TWOApply your knowledge to matters relevant to the planning process.AT LEVEL THREEProvide evidence of reasoned advice, including the preparation and presentation ofreports, on planning matters. Brief other professional consultants. Demonstrate yourunderstanding of the application of specialist knowledge to the resolution of planningproblems.Procurement and tenderingT062AT LEVEL ONEDemonstrate knowledge and understanding of the main types of procurement.Demonstrate knowledge and understanding of the tendering and negotiationprocesses involved in procurement.AT LEVEL TWOApply your knowledge to the implementation of the procurement routes selected foryour projects and to carrying out tendering and negotiation processes relevant tothem.AT LEVEL THREEGive reasoned advice on the appropriateness of various procurement routes.Manage the tendering and negotiation process and present reports on the outcome.62

RICS EuropeProgramming and planningT063AT LEVEL ONEDescribe the principles of financial and programme monitoring of projects, includingplanning techniques such as Gantt charts etc. Demonstrate knowledge andunderstanding of the various types of programmes and schedules commonly used onprojects.AT LEVEL TWOAssess, interpret and report on the programme control of projects.AT LEVEL THREEProvide evidence of reasoned advice on, or implement the principles of executiveprogramme control of projects. Your advice should demonstrate a goodunderstanding of planning techniques (pert diagrams, network analysis/critical pathmethod).Project administrationT064AT LEVEL ONEDemonstrate knowledge and understanding of contractual, legislative and statutoryterminology/requirements in the management of a project.AT LEVEL TWOImplement management procedures necessary for the smooth running of a project.AT LEVEL THREEAdvise on the management procedures necessary for the smooth running of aproject including document control techniques and systems, meetings and reportingprocedures.Project auditT065AT LEVEL ONEDescribe the essential requirements of a project audit/close-out report.AT LEVEL TWOExplain the procedures associated with producing a project audit/close-out report.AT LEVEL THREEUndertake and report on a project audit/close-out report.63

RICS EuropeProject evaluationT066AT LEVEL ONEDescribe the feasibility study process, including the financial and town planningaspects associated with a development appraisal.AT LEVEL TWOApply the techniques used in value management/value engineering, life cycle/wholelife costing and risk assessment, together with a balance sheet analysis.AT LEVEL THREEInitiate and monitor a feasibility study. Advise on the economics of design, on the useof value management and value engineering techniques, and on how to undertake afull risk and balance sheet analysis.Project financial control and reportingT067AT LEVEL ONEDemonstrate knowledge and understanding of the effective control of costs during aproject. Demonstrate understanding of the legal and contractual constraints and theeffect of time and quality on the cost of a project.AT LEVEL TWOApply your knowledge to the management of project costs. This should include thepreparation and presentation of financial reports on the performance of a project atappropriate intervals to provide effective forecasting of costs, risks and their financialimplications.AT LEVEL THREEAdvise on strategies and procedures to control predicted expenditure in line with abudget.Project process and proceduresT068AT LEVEL ONEDescribe all the stages of the project development process.AT LEVEL TWOApply the principles of the project development process and relate these to the aimsand structure of the client's organisation.AT LEVEL THREEProvide evidence of reasoned advice to the client on the detailed proceduresassociated with the project development process.64

RICS EuropeProperty finance and fundingT069AT LEVEL ONEDemonstrate knowledge and understanding of the role and importance of finance inproperty, including the principal forms of investment finance and their sources.AT LEVEL TWOIdentify the factors that affect the ability to obtain finance to fund any investmentproject. Identify appropriate sources of finance and understand the principles thatapply to securing finance for different purposes.AT LEVEL THREEProvide evidence of reasoned advice on maximising the viability of any fundingsituation. Demonstrate your appreciation of the impact of property matters onvaluation and funding. Demonstrate your understanding of the impact of fundingmatters on the property market.Property managementT070AT LEVEL ONEDemonstrate knowledge and understanding of property management and therelationship between owner and occupier.AT LEVEL TWOApply the principles of property management to provide solutions to issues affectingboth owners and occupiers of real estate.AT LEVEL THREEProvide evidence of reasoned advice including the preparation and presentation ofreports in relation to property management.Property management accountingT071AT LEVEL ONEDemonstrate knowledge and understanding of any legal or regulatory principles(including taxation implications where appropriate) that apply to propertymanagement accounts and service charge accounts.AT LEVEL TWOUndertake day-to-day management and recording of property management accountsand service charge accounts.AT LEVEL THREEPrepare final accounts and tax returns, and report (applying statutory and regulatorystandards) on property management accounts and service charge accounts.65

RICS EuropeProperty records/information systemsT072AT LEVEL ONEDemonstrate knowledge and understanding of the factors required for propertyrecords/information systems, including the sourcing and collation of data.AT LEVEL TWODemonstrate your ability to apply knowledge to analyse data and assemble it for usein a database.AT LEVEL THREEDemonstrate your ability to extract data from property records/information systems inorder to use and present data for specific purposes.Purchase and saleT073AT LEVEL ONEDemonstrate knowledge and understanding of how various types of property are sold(or a similar interest is acquired for a client) and the different types of interests thatmay be placed on the market. Demonstrate an understanding of the economics ofthe market for such interests, and the appropriate legal frameworks.AT LEVEL TWOApply your knowledge and skills to the purchase or sale of all types of property anddemonstrate practical experience of the associated decision-making process,marketing, reporting and completion of the transaction. Demonstrate knowledge andunderstanding of other forms of property transaction, and be aware of the reasonssupporting the decision to proceed along the chosen purchase or sale route.AT LEVEL THREEProvide evidence of reasoned advice and report to clients on all types of purchase orsale transactions. Demonstrate the ability to see complex cases through from start tofinish with appropriate assistance. Be able to provide the client with an holistic viewof the entire transactional market, and advise him/her clearly and appropriately, notonly on the sale or disposal market but also on other areas.66

RICS EuropeQuantification and costing of construction worksT074AT LEVEL ONEDemonstrate knowledge and understanding of the principles of quantification andcosting of construction works as a basis for the financial management of contracts.AT LEVEL TWOApply your knowledge to the quantification and costing of construction works,including the use of appropriate standard methods of measurement and forms of costanalysis. Carry out measurement and costing of works at all stages of theconstruction process.AT LEVEL THREEAdvise on appropriate methods of quantification and costing for specific projects.Take responsibility for preparing and issuing pricing documents. Price or analysesuch documents. Give advice on and/or supervise the valuation of construction worksthroughout a project.Remote sensing and photogrammetryT075AT LEVEL ONEDemonstrate knowledge and understanding of the principles of remote sensing andphotogrammetry (both aerial and terrestrial).AT LEVEL TWOApply your knowledge and be aware of scales, camera and satellite principles anddifferent data capture techniques. Understand and undertake procedures for routinedata capture, and analyse and/or adjust/transform data. Use standard industrysoftware.AT LEVEL THREEProvide evidence of fit-for-purpose advice on client requirements. Identify and assessclient specifications. Use advanced industry software and advise on data transferand/or format.67

RICS EuropeResearch methodologies and techniquesT076AT LEVEL ONEDemonstrate your ability to collect and collate appropriate data and other relevantmaterial. Demonstrate familiarity with data and other sources, and with data handlingand manipulation techniques.AT LEVEL TWODemonstrate the effective and appropriate analysis and interpretation of data andother material. Demonstrate your ability to make effective use of appropriateresearch methodologies and techniques, and to match your choice of methodologiesto client requirements.AT LEVEL THREEDemonstrate effective application of analysis and interpretation of research.Demonstrate your ability to apply the analysis to client requirements.Risk managementT077AT LEVEL ONEDemonstrate your knowledge and understanding of the nature of risk and, inparticular, of the risks associated with your area of business/practice.AT LEVEL TWOApply your knowledge to carry out risk assessments taking into account all relevantfactors. Understand the application of the various methods and techniques used tomeasure risk.AT LEVEL THREEProvide evidence of reasoned advice and implement systems to manage risk bycompetent management in relation to specific projects.Spatial data capture and presentation (advanced mapping)T078AT LEVEL ONEDemonstrate knowledge and understanding of the principles and basic workingpractices of data capture, digital and/or graphical cartography and mapping.AT LEVEL TWOApply your knowledge of data capture error sources, instrument calibration andlimitations. Use mapping/cartographic survey software, understand productionprocesses and digital data capture (scanning and/or digitisation), and carry outsurveys through to end product.AT LEVEL THREEProvide evidence of reasoned advice on cartographic, data management and datacapture, mapping specifications and survey tenders.68

RICS EuropeStrategic real estate consultancyT079AT LEVEL ONEDemonstrate knowledge and understanding of the business context of real estate,and an appreciation of the role of the real estate professional as a strategic adviser.AT LEVEL TWOApply your knowledge and understanding of the business context of real estate in acorporate or other context.AT LEVEL THREEProvide evidence of reasoned oral and written advice on the principles andapplication of real estate knowledge.Supplier managementT080AT LEVEL ONEDemonstrate knowledge and understanding of how to manage suppliers using alogical process to ensure that the cost and quality of the service received meetsorganisational requirements.AT LEVEL TWOApply your knowledge and understanding by using an existing process to managesuppliers to ensure that the cost and quality of the service received meetsorganisational requirements.AT LEVEL THREEHelp define organisational requirements for supplier services and develop anappropriate approach to the management of an individual supplier or group ofsuppliers based on the scale of the service and the risk of service failure.Surveying land and seaT081AT LEVEL ONEDemonstrate knowledge and understanding of the principles of geomatics and thevarious applications of its techniques within the natural, maritime and builtenvironments.AT LEVEL TWOApply your knowledge by identifying, planning and accessing survey requirements,specifications and appropriate instrumentation. Use industry standard survey and/oroffshore software, and demonstrate an understanding of the principles, uses andlimitations of Global Navigation Satellite Systems and other navigation systems.AT LEVEL THREEDefine and assess client needs. Define specifications and prepare tenders and/orcontracts. Demonstrate that you are fully conversant with the principles of geodesyon a national, international and/or maritime basis.69

RICS EuropeTaxationAT LEVEL 1T089Demonstrate knowledge and understanding of the relevant provisions, generalcriteria and statutory framework for taxation of different classes of assets.AT LEVEL 2Apply your knowledge and understanding of the principal valuation directingprovisions in relation to capital taxation, capital allowances, corporate intangiblesregime and transfer pricing.AT LEVEL 3Provide evidence in relation to asset taxation matters and the conduct of negotiationswith national taxation authorities.Use of the marine environmentT082AT LEVEL ONEDemonstrate an understanding of the principles of inshore and offshore resourcedevelopment, exploitation and/or conservation. Be aware of the relevant legalguidance and environmental issues.AT LEVEL TWOApply these principles to planning for the exploitation and/or use of marine resources.Use appropriate marine data capture and analysis software and/or instrumentation.AT LEVEL THREEOversee the conduct of operations to use and/or exploit marine resources. Analysethe data collected and prepare reports and briefings on the data collected. Advise onnational and international policy on ocean and inshore resource management.70

RICS EuropeValuationT083AT LEVEL ONEDemonstrate knowledge and understanding of the purposes for which valuations areundertaken; the relevant valuation methods and techniques; the appropriatestandards and guidance; and any relevant statutory or mandatory requirements forvaluation work.AT LEVEL TWODemonstrate practical competence in undertaking both capital and rental valuationsand detailed involvement with the preparation and presentation of client reports.Demonstrate your ability to use valuation methods and techniques appropriate toyour area of practice. Show how the relevant valuation standards and guidance havebeen applied to your valuation experience.AT LEVEL THREEDemonstrate practical competence in undertaking valuations, either of a range ofproperty types or for a range of purposes. Demonstrate the application of a widerange of valuation methods and techniques. Be responsible for the preparation offormal valuation reports under proper supervision and provide reasoned advice.Demonstrate a thorough knowledge of the appropriate valuation standards andguidance and how they are applied in practice.Valuation of businesses and intangible assetsAT LEVEL 1T087Demonstrate knowledge and understanding of the purposes for which valuations ofbusinesses and/or intangible assets are undertaken; the relevant valuation methodsand techniques; the appropriate standards and guidance; and any relevant statutoryor mandatory requirements for this type of valuation work.AT LEVEL 2Apply your knowledge and understanding of business valuations showing detailedinvolvement with the preparation and presentation of client reports. Demonstrate yourability to use the valuation methods and techniques appropriate to your area ofpractice. Show how any relevant standards and guidance have been applied to yourexperience.AT LEVEL 3Demonstrate practical competence in undertaking business valuations and theircomponent parts for a range of purposes. Demonstrate the application of the relevantvaluation methods and techniques and a thorough knowledge of the appropriatevaluation standards and guidance and how they are applied in practice.71

RICS EuropeValuation reporting and researchAT LEVEL 1T088Demonstrate knowledge and understanding of the nature and context of valuationreports, research analysis, interpretation and validation of information.AT LEVEL 2Apply your knowledge of valuation reporting and research to analyse and interpretkey inputs for appraisal purposes, benchmarking techniques, valuation context andsettings.AT LEVEL 3Provide evidence of reasoned advice in relation to valuation reports, valuationstandards, methodologies, validation and interpretation of inputs and data.Waste managementT084AT LEVEL ONEDemonstrate a broad appreciation of practical aspects of waste management andregulatory regime. Undertake inspections of waste management facilities.AT LEVEL TWODemonstrate an appreciation of the economic and technical viability and/ormanagement application of the practical requirements and monitoring of wastefacilities.AT LEVEL THREEDesign, advise on, and/or manage waste management schemes, theirimplementation and/or property interests therein.Works progress and quality managementT085AT LEVEL ONEInspect and record progress and quality of building works.AT LEVEL TWOReport and advise on the adequacy of progress and the quality of building works.AT LEVEL THREEManage and co-ordinate progress and quality of building works as a contractadministrator/supervising officer or equivalent.72

Section four - Where to find helpFor further information, please contact the National Association of your country ofresidence or the RICS Europe office in Brussels (for contact details seewww.joinricsineurope.eu).