Skip to content
Revision library

The complete RICS APC mandatory competencies library.

178 in-depth articles across all 11 mandatory competencies. 5 are free to read in full — the rest unlock with £25 lifetime membership.

Level
Access
Competency
Showing 178 of 178 articles
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Bribery Act 2010 and Anti-Money Laundering Obligations for Surveyors

Bribery and money laundering sit at the sharp end of professional ethics: criminal penalties, regulatory sanctions and the loss of RICS membership ar…

4 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Sample APC Interview Questions About RICS Structure

Q: What is the role of the Standards and Regulation Board? A: The Standards and Regulation Board (SRB) delivers independent professional regulation w…

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Understanding the RICS Governance Structure: A Complete Guide for APC Candidates

Understanding the RICS Governance Structure: Essential Knowledge for APC Candidates As you prepare for your RICS APC final assessment interview, unde…

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Principles of Human Resource Legislation

Human resource (HR) legislation is built on several key principles that aim to create a fair and equitable work environment for all...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Human Resource Management Legislation and Techniques for Surveying Practices

As an owner of a surveying practice, navigating the complexities of human resource management (HRM) legislation and techniques is crucial...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Speak Up

The "Speak Up" duty is a crucial aspect of RICS membership, emphasising your responsibility to report concerns about potential breaches...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Phoenix Firms

"Phoenix firms" within the context of RICS refer to companies that close down in a disorderly way and then quickly re-establish...

1 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Fraud

Fraud poses a significant threat to the surveying and valuation professions, potentially impacting clients, firms, and the reputation of...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Registering Your Firm With The RICS

Registering your firm with RICS can be a beneficial step for gaining recognition and demonstrating commitment to professional standards...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Professional Indemnity Insurance

Setting up professional indemnity insurance (PII) as an RICS member is crucial for protecting yourself and your business from financial...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Handling Client Money

Handling client money is a critical responsibility for RICS members, requiring strict adherence to ethical and professional standards....

3 min readPreview →
FREE L3 Ethics, Rules of Conduct & Professionalism

Dealing with a Complaint

Dealing with a complaint as a RICS member can be stressful, but understanding the process and responding appropriately is crucial for resolv

4 min readRead →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Checking your Employer’s Compliance with RICS’ Rules of Conduct

While the RICS focuses on the individual ethical conduct of its members, firms employing RICS members also have responsibilities towards...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Qualifying CPD Activities and Recording

RICS defines Continuing Professional Development (CPD) as any learning activity that helps you maintain and improve your knowledge,...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

RICS CPD Policy

Complying with RICS' CPD (Continuing Professional Development) policy is crucial for all members to maintain their professional...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

The Bribery Act

Bribery Act Summary: Prohibits offering, promising, or accepting bribes, whether directly or indirectly. Covers public and private...

1 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Checking Terms of Appointment for Compliance with RICS Rules

Checking terms of appointment for compliance with RICS rules is crucial for both clients and professionals engaging in surveying and...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Gifts and Hospitality

Handling gifts and hospitality within the surveying and valuation professions requires careful consideration as it can raise ethical...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Transparency in Professional Fees

Transparency in professional fees has been a long-standing issue within the surveying and valuation professions, with the RICS actively...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Identifying a Conflict of Interest

Identifying a conflict of interest can be challenging, but the RICS provides clear guidance and resources to help its members navigate...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Case Studies of Past Disciplinary Cases

The RICS publishes case studies of past disciplinary cases to provide valuable learning opportunities for members and shed light on the...

3 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

RICS Ethical Breaches

The RICS, as a professional body, doesn't directly rely on common law for handling ethical breaches. While common law can inform certain...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

RICS Ethics and Common Law

Here's a summary of the relationship between RICS ethics and common law: Common law is a system of law based on precedent, meaning that...

1 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

RICS Policy Documents

The RICS has a vast collection of policy documents covering various aspects of their professional standards, regulations, guidance, and...

1 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Mandatory Professional Statements

Mandatory Professional Statements (MPS) serve as essential documents outlining specific, compulsory requirements for members and...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

Professional Obligations to the RICS

This sets out the core professional obligations for members and firms. The following professional obligations to RICS are mandatory for...

2 min readPreview →
MEMBERS L3 Ethics, Rules of Conduct & Professionalism

RICS New Rules of Conduct

The RICS implemented new Rules of Conduct on 2 February 2022, replacing the previous codes for members, firms, and global professional...

2 min readPreview →
MEMBERS L2 Client Care

Managing Client Expectations: Onboarding, Reporting Cadence and Difficult Conversations

Expectation management sits at the heart of RICS client care. When a surveyor and client are not aligned on what will be delivered, when and at what…

2 min readPreview →
MEMBERS L2 Client Care

Conducting Effective Performance Appraisals and Setting KPIs for Staff

Performance management sits at the heart of the RICS APC Managing People competency. Whether you are a line manager conducting your first formal revi…

4 min readPreview →
MEMBERS L2 Client Care

Client Feedback

Getting valuable feedback from clients and learning from it is crucial for improvement and success in any professional field. Here are...

2 min readPreview →
MEMBERS L2 Client Care

Example Statutory Authorities and Approvals

The specific statutory authorities and other approvals required for a project will vary greatly depending on several factors, including:...

2 min readPreview →
MEMBERS L2 Client Care

Client Care: Consulting with Statutory Authorities

As a RICS professional, consulting with statutory authorities on consents and approvals is a crucial aspect of many projects. Here's how...

2 min readPreview →
MEMBERS L2 Client Care

Dealing with Clients: Compliance and Legal Considerations

This topic is closely linked to the Ethics, Rules of Conduct and Professionalism competency. As a RICS professional, navigating statutory...

2 min readPreview →
MEMBERS L2 Client Care

Methods of Data Gathering

During the inception stage of a project, RICS professionals rely on various methods to gather data from both client briefings and...

2 min readPreview →
MEMBERS L2 Client Care

Collecting and Using Client Data

The requirement to collect data, analyse and define the needs of clients is a fundamental aspect of Client Care within the RICS...

2 min readPreview →
FREE L2 Client Care

Surveying Specific KPIs

As a RICS professional, measuring your performance using relevant KPIs is crucial for both individual growth and demonstrating value to...

2 min readRead →
MEMBERS L2 Client Care

What Are Key Performance Indicators?

Key performance indicators (KPIs) are quantifiable measures used to track progress towards a specific goal. They help you understand how...

1 min readPreview →
MEMBERS L2 Client Care

Example: Dealing with a Client Complaint as a RICS Valuation Surveyor

Scenario: Sarah, a RICS valuation surveyor, has received a complaint from Mr. Jones, her client, regarding the valuation of his recently...

2 min readPreview →
MEMBERS L2 Client Care

Example of an RICS Building Surveyor Dealing with a Client Complaint

Scenario: Sarah, an RICS surveyor, conducted a building survey for Mr. Jones, who planned to purchase a historic property. Mr. Jones...

2 min readPreview →
MEMBERS L2 Client Care

Complaints Handling Procedure

The RICS, recognising the importance of fair and transparent complaint resolution, has established a well-defined complaints handling...

2 min readPreview →
MEMBERS L2 Client Care

Practical Example of Effective Communication with Clients

Scenario: An RICS surveyor, Sarah, is conducting a valuation survey for a homeowner, Mr. Jones, who inherited a historical property. Mr....

2 min readPreview →
MEMBERS L2 Client Care

Effective Communication with Clients

Effective communication with stakeholders and clients is paramount for any RICS professional. It builds trust, ensures clarity, and...

2 min readPreview →
MEMBERS L2 Client Care

Identifying Stakeholders and Establishing Their Status

In the context of an RICS surveyor, identifying stakeholders and establishing their status within the project is crucial for effective...

2 min readPreview →
MEMBERS L2 Client Care

Who are my Stakeholders?

In the context of an RICS surveyor, your stakeholders are the various individuals or groups who have an interest in your work and its...

1 min readPreview →
MEMBERS L2 Client Care

Insurance Considerations when Appointing Services

When appointing RICS services, both legal and RICS insurance requirements come into play to ensure responsible practice and client...

2 min readPreview →
MEMBERS L2 Client Care

RICS Standard Forms of Appointment

The RICS Standard Forms of Appointment are a set of pre-drafted contracts used by clients and RICS professionals to establish the terms...

2 min readPreview →
MEMBERS L2 Client Care

Establishing Your Fees as a Surveyor

Establishing your fees as an RICS surveyor involves a thoughtful process considering several factors to ensure fair compensation while...

2 min readPreview →
MEMBERS L2 Client Care

Defining a Scope of Services

Defining your scope of services within the limits of your competence and PI insurance as an RICS surveyor requires a two-pronged...

2 min readPreview →
MEMBERS L2 Client Care

Example Client Brief as a Surveyor (Quantity Surveying)

Client Brief: Quantity Surveying Services for Office Refurbishment Client: [Client Name] Project: Refurbishment of Office Space at...

2 min readPreview →
MEMBERS L2 Client Care

Example Client Brief as a Surveyor (Residential Valuation)

Client Brief by RICS Surveyor (Residential Valuation) Client: John and Jane Doe Property: 123 Main Street, London Date: January 4, 2024...

2 min readPreview →
MEMBERS L2 Client Care

Methodology of Preparing Option Appraisals

RICS professionals utilise a structured and comprehensive methodology when preparing option appraisals. This detailed approach, to Level...

2 min readPreview →
MEMBERS L2 Client Care

What is a Client Brief?

A client brief, within the context of RICS, is a key document that outlines the specific instructions and expectations a client has for a...

1 min readPreview →
MEMBERS L2 Client Care

Ensuring Client Care

Client care is paramount for any RICS professional, and adhering to their Rules of Conduct and professional standards is key. Here are...

1 min readPreview →
MEMBERS L2 Client Care

What is a Client?

Within the context of the RICS, "clients" can have a wide range of meanings depending on your specific role and area of practice. Here's...

1 min readPreview →
FREE L2 Communication & Negotiation

Adapting Your Communication Style for Technical and Non-Technical Audiences

Effective communication is not simply about conveying information accurately — it is about ensuring the right person understands the right message in…

4 min readRead →
MEMBERS L2 Communication & Negotiation

Examples of Effective Organisational Design and Communication Strategies to Improve HR Performance

Effective Organisational Design: 1. Flat Structure with Cross-Functional Teams: Create project-based teams with surveyors, technicians,...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Organisational Design and Communication in Leadership

Organisational design and communication strategies have a significant impact on leadership in several ways: Organisational Design:...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

When Have You Utilised Your Communication and Negotiation Skills?

Communication and negotiation skills are essential tools for every RICS professional, regardless of your specific specialisation. These...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

RICS Quantity Surveyor Negotiating a Loss and Expense Claim: An Example

Scenario: Imagine you're an RICS quantity surveyor working on a large hospital construction project. The main contractor submits a loss...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

5 Examples of When You Might Be Required to Give a Presentation as an RICS Professional

Client Meeting: RICS surveyors are often called upon to present their findings and recommendations to clients in a clear and concise...

1 min readPreview →
MEMBERS L2 Communication & Negotiation

RICS Surveyor Taking Part in Contractor Selection Interviews: Example

Scenario: You're a Chartered Surveyor with expertise in historic restoration working for a renowned architectural firm. The firm is...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Producing a Pricing Document as a RICS Quantity Surveyor: Example

As a RICS quantity surveyor, producing accurate and comprehensive pricing documents is a core skill. Here's an example of this process in...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

RICS Surveyor Meeting Minutes: Example

Meeting Title: Site visit and valuation discussion for [Client Name] property at [Address] Date: [Date] Time: [Time] Location: [Location]...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Example 2 of a Negotiation Process

As a RICS quantity surveyor, negotiation is a key skill you'll use throughout your career. Here's an example of a negotiation process you...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Example 1 of a Negotiation Process

Scenario: You are an RICS surveyor acting for a landlord of a commercial property undergoing lease surrender. The tenant has vacated the...

1 min readPreview →
MEMBERS L2 Communication & Negotiation

Establishing Your Objectives and Strategy for a Negotiation

Effective negotiation is a crucial skill for RICS surveyors, enabling them to achieve optimal outcomes for clients in various...

3 min readPreview →
MEMBERS L2 Communication & Negotiation

How to Deliver a Report at a Meeting

Delivering an RICS Surveyor Report at a Meeting: Top Tips for Success As an RICS surveyor, effectively communicating your findings and...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Best Practises in Presentation of Figures and Data Using Spreadsheets, Graphs and Charts

For RICS surveyors, presenting figures and data clearly and concisely is crucial for effective communication with...

2 min readPreview →
MEMBERS L2 Communication & Negotiation

Common Formats for Writing Reports

1. Letter Format: Used for brief reports or updates, often addressing a specific issue or request. Structured as a professional letter,...

1 min readPreview →
MEMBERS L2 Communication & Negotiation

The Importance of Good Communication

In the context of the RICS APC, good grammar, spelling, and proper etiquette in written communication are crucial for several reasons:...

2 min readPreview →
MEMBERS L2 Health & Safety

CDM Regulations 2015: Duties of the Client, Principal Designer, Designer, Principal Contractor and Contractor

The Construction (Design and Management) Regulations 2015 (CDM 2015) sit at the heart of construction health and safety law in Great Britain, and the…

4 min readPreview →
MEMBERS L2 Health & Safety

Building Safety Act 2022: What Every APC Candidate Needs to Know

The Building Safety Act 2022 is the most significant piece of UK building safety legislation in a generation. Prompted by the Grenfell Tower fire in…

4 min readPreview →
MEMBERS L2 Health & Safety

Reviewing Health and Safety Proposals Within a Contractor's Tender

As an RICS APC candidate, reviewing health and safety proposals within a contractor's tender requires a careful and critical...

2 min readPreview →
MEMBERS L2 Health & Safety

APC Candidate Involvement in Health and Safety Audits/Reviews

RICS APC candidates can gain valuable experience and demonstrate their health and safety competency through involvement in various audits...

2 min readPreview →
MEMBERS L2 Health & Safety

Further Examples of Candidate Involvement in Health and Safety Regulations

As an RICS APC candidate, understanding and contributing to health and safety regulations is crucial across various professional...

2 min readPreview →
MEMBERS L2 Health & Safety

Example Health and Safety Qualifications for APC Candidates

RICS APC candidates have various options for obtaining formal health and safety qualifications that can enhance their competency and...

2 min readPreview →
MEMBERS L2 Health & Safety

Ensuring the Health and Safety of Staff as an Employer

RICS members, as employers, have a significant legal and ethical responsibility to ensure the health and safety of their staff. This...

2 min readPreview →
MEMBERS L2 Health & Safety

Health and Safety Regulations Specific to Your APC Pathway

Specific Health and Safety Regulations for Different RICS Roles: While some general health and safety regulations apply to all RICS...

2 min readPreview →
MEMBERS L2 Health & Safety

Health and Safety Procedures Imposed by law as an RICS Surveyor

RICS members, including surveyors, have legal and ethical obligations to ensure their own safety and the safety of others while...

2 min readPreview →
MEMBERS L2 Health & Safety

Ensuring Personal Safety as an RICS Member

Ensuring personal safety is crucial for RICS members, both on site and in the office. Here are some steps they can take: On site: Plan...

3 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Understanding Company Taxation for RICS Surveyors: Corporation Tax, VAT and CIS

Tax is one of the most common stumbling blocks in RICS APC final assessment interviews. Although surveyors are not tax advisers, you are expected to…

4 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Understanding Auditing: A Critical Component of Financial Reporting

Auditing is a fundamental process that ensures the accuracy and reliability of financial statements. An audit involves a thorough...

3 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Monitoring and Managing Financial Resources Within Your Business

Monitoring and Managing Financial Resources Within Your Business

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Example: Constructing a Budget for a Surveying Business

Constructing a Budget for a Surveying Business

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Setting Financial Objectives for a Surveying Business: Examples

As a business manager in the surveying industry, setting clear and measurable financial objectives is crucial for achieving sustainable...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Costing of Resources

Costing resources effectively is crucial for any business manager to optimise resource allocation, control expenses, and ensure...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Budgeting techniques

Effective budgeting is essential for the success of any business, as it helps allocate resources efficiently, track project...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Accounting Techniques for Managing a RICS Surveying Business

Effective accounting practices are essential for the success of any business, and RICS surveying businesses have some specific needs to...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Effective Financial Management

Effective financial management is crucial for the success of any RICS surveying business. Here are some key strategies to help you manage...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Simple Example of a UK Property Company Cash Flow Statement

Imagine a small UK property company named "Brick & Mortar Estates" that owns apartments for rent. Here's a simplified cash flow statement...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Cash Flow Statement

A cash flow statement is like a detailed log of a company's cash incomings and outgoings over a specific period. It shows you where the...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Simple Example of a UK Property Company Profit and Loss Statement

Imagine "Brick & Mortar Ltd." owns a block of flats in London. This is a simplified P&L for one year: Revenue: Rent receivable from...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Profit and Loss Statement

A profit and loss statement (P&L) is like a report card for a company's performance over a specific period, usually a quarter or a year....

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Simple Example of a UK Property Company Balance Sheet

Assets: Fixed assets: £500,000 (Residential property owned by the company) Current assets: Cash: £100,000 Accounts receivable (money owed...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Balance Sheet

A balance sheet is like a snapshot of a company's financial health at a specific point in time. It's like a photograph that captures what...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Financial Statements

Accounting principles are the ground rules used to prepare financial statements that are consistent, reliable, and comparable. They...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

How is Property Treated in an Entity's Accounts?

Here's a breakdown of how property/assets are treated in an entity's accounts: Recognition: Definition of an asset: To be recognised, a...

2 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS)

Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS) are the two most widely used sets...

1 min readPreview →
MEMBERS L1 Accounting Principles & Procedures

Accounting Principles

While not directly prescribing accounting principles, the RICS does emphasise the importance of understanding and applying fundamental...

1 min readPreview →
MEMBERS L1 Business Planning

Conducting a SWOT and PESTLE Analysis for a Surveying Practice

Strategic analysis tools such as SWOT and PESTLE are not just management-school exercises — they are the backbone of any credible business plan. At R…

3 min readPreview →
MEMBERS L1 Business Planning

Leading Through Change: Managing a Team Through Organisational Transition

Change is an increasingly routine feature of professional life for surveyors. Mergers, restructures, new compliance regimes and technology transition…

4 min readPreview →
MEMBERS L1 Business Planning

Procurement Strategies and Supply Chain Management for Surveying Practices

Procurement sits at the heart of Managing Resources: every pound a surveying practice spends on materials, software, sub-consultants, or support serv…

4 min readPreview →
MEMBERS L1 Business Planning

Preparing Reports and Recommendations To Optimise Resources

Preparing Reports and Recommendations To Optimise Resources

2 min readPreview →
MEMBERS L1 Business Planning

Setting Personal Objectives

Here are some examples of personal objectives a manager of a project management consultancy might set for themselves: Professional Skills...

2 min readPreview →
MEMBERS L1 Business Planning

Balancing The Cost and Value of Resources

As a business manager, striking the right balance between the cost and value of resources is critical for achieving organisational...

2 min readPreview →
MEMBERS L1 Business Planning

Personal Resource Management

As a business manager, effective personal resource management is crucial for maintaining peak performance, avoiding burnout, and...

2 min readPreview →
MEMBERS L1 Business Planning

Obtaining Resources and Monitoring Their Use

A business manager has a responsibility to obtain and effectively manage resources to ensure the smooth operation and success of their...

2 min readPreview →
MEMBERS L1 Business Planning

Forecasting Techniques When Managing a Business

When managing a surveying business, accurate forecasting is key to making informed decisions about resource allocation, staffing, marketi...

2 min readPreview →
MEMBERS L1 Business Planning

Types of Resource Required to Run a Business

In addition to human resources, a successful RICS business relies on a range of resources to operate effectively and deliver high-quality...

2 min readPreview →
MEMBERS L1 Business Planning

Effective Organisational Design and Communication Strategies for RICS Businesses

Building a successful RICS business requires thoughtful organisational design and effective communication practices that foster...

2 min readPreview →
MEMBERS L1 Business Planning

Examples of SMART Business Objectives

SMART Business Objectives for Typical RICS Businesses: 1. Increase Market Share: Specific: Increase market share in the residential...

2 min readPreview →
MEMBERS L1 Business Planning

Planning to Meet Business Objectives

An RICS business plan plays a crucial role in aligning and achieving corporate objectives. Here are some key ways how an RICS business...

2 min readPreview →
MEMBERS L1 Business Planning

Business Forecasting for an RICS Firm

Several business forecasting methods can be applied to RICS businesses, depending on the specific area of focus and desired scope. Here...

2 min readPreview →
MEMBERS L1 Business Planning

Accounting Techniques and Examples for a Surveying Practice

RICS surveyors utilise various accounting techniques to manage their finances effectively and meet specific industry requirements. Here...

2 min readPreview →
MEMBERS L1 Business Planning

Key Business/Accounting Terms

Relevant terms for RICS surveying businesses: Working Capital: The difference between a company's current assets...

1 min readPreview →
MEMBERS L1 Business Planning

Financial Benchmarking Methods for Businesses

Financial benchmarking compares your company's financial performance to others within your industry or size category. It helps you...

2 min readPreview →
MEMBERS L1 Business Planning

Organisational Structures in a Business

The organisational structure of a business refers to the framework that defines how employees are organised and how work flows within the...

2 min readPreview →
MEMBERS L1 Business Planning

Example Business Plan for an RICS Surveying Business

Executive Summary: [Your Business Name] is a newly established RICS-accredited surveying firm seeking to provide comprehensive and...

2 min readPreview →
MEMBERS L1 Business Planning

What is a Business Plan?

A business plan is a formal document that outlines the future goals and strategies of a business. It serves as a roadmap for guiding your...

2 min readPreview →
MEMBERS L1 Business Planning

Types of Business Plans

In the context of an RICS surveying business, different types of business plans serve distinct purposes and should be tailored to...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Dispute Resolution Techniques: Mediation, Adjudication and Arbitration Compared

The RICS APC Conflict Avoidance, Management and Dispute Resolution Procedures competency tests whether you understand the full range of mechanisms av…

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

RICS Global Professional Statement on Conflict of Interest

The RICS Global Professional Statement on Conflict of Interest is a cornerstone document outlining the professional obligations of RICS...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

RICS Surveyors as Expert Witnesses: Navigating the Legal Landscape

RICS surveyors play a crucial role in the legal system, acting as expert witnesses in various property, construction, and valuation...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Professional Arbitration on Court Terms (PACT)

PACT, short for Professional Arbitration on Court Terms, offers an alternative to litigation for resolving lease renewal disputes in...

1 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Dispute Resolution Boards (DRBs) and Dispute Resolution Advisers (DRAs)

Dispute Resolution Boards (DRBs) and Dispute Resolution Advisers (DRAs) are two alternative dispute resolution methods commonly used in...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Differences between Mediation, Arbitration, Negotiation and Adjudication

The main dispute resolution procedures like mediation, arbitration, negotiation, and adjudication can offer unique approaches to tackling...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Comparison of Dispute Resolution Procedures

Here's a breakdown of the main dispute resolution procedures and their key differences, including their legal binding nature: Additional...

1 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Dispute Resolution Procedures

As an RICS professional, you have access to a variety of dispute resolution procedures depending on the nature of the dispute and the...

2 min readPreview →
FREE L1 Conflict Avoidance, Management & Dispute Resolution

Scenario: Navigating a Boundary Dispute with Negotiation

Situation: Sarah, an RICS-qualified surveyor, is hired to resolve a boundary dispute between two neighbors, John and Maria. The conflict...

2 min readRead →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Effective Communication in Negotiation

Effective communication plays a crucial role in achieving success in negotiation. It is the bridge between you and the other...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Negotiation Theories

There are many different negotiation theories that can be applied in business, each offering unique perspectives and strategies. Here are...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

APC Scenario: Avoiding a Valuation Dispute through Proactive Measures

Situation: Sarah, an RICS-qualified valuation surveyor, is hired to value a large Victorian property for inheritance tax purposes. The...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

APC Scenario: Avoiding a Dispute Through Early Warning and Partnering

Project: Construction of a new eco-friendly office building using innovative building materials and technologies. RICS...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Ways to Avoid a Dispute

As a RICS professional, adopting the following strategies can significantly reduce the risk of disputes in your projects: 1. Risk...

2 min readPreview →
MEMBERS L1 Conflict Avoidance, Management & Dispute Resolution

Common Causes of Disputes

Disputes in the built environment profession are unfortunately quite common, often leading to delays, cost overruns, and damaged...

2 min readPreview →
FREE L1 Data Management

GDPR and Data Protection Obligations for RICS Surveyors

Surveyors handle personal data constantly — tenant contact details, client financial records, employee files, site visitor logs and marketing lists.…

4 min readRead →
MEMBERS L1 Data Management

Setting Up and Using Technical Libraries

RICS surveyors rely heavily on accurate and up-to-date information to make informed decisions and provide reliable services. Technical...

2 min readPreview →
MEMBERS L1 Data Management

10 Examples of How Surveyors May Use Data

Here are 10 examples of how an RICS surveyor may use data, use this as a prompt to come up with your own examples specific to your daily...

2 min readPreview →
MEMBERS L1 Data Management

Legislation Applicable to Data Management and Data Access

The current legislation applicable to data management and data access varies depending on your location and the specific type of data...

2 min readPreview →
MEMBERS L1 Data Management

What is Building Information Modeling (BIM)?

Building Information Modeling (BIM) is a process for creating and managing information about a building throughout its lifecycle, from...

3 min readPreview →
MEMBERS L1 Data Management

Benefits, Challenges and Dangers of BIM

Benefits: Improved design and planning: 3D models and simulations allow for better visualisation, clash detection, and optimisation of...

1 min readPreview →
MEMBERS L1 Data Management

Computerised Central Project Databases (CCPDs)

Benefits: Improved information access and sharing: All project data is stored in one central location, easily accessible to authorised...

1 min readPreview →
MEMBERS L1 Data Management

Electronic Database Systems

Here's a concise explanation of electronic database systems and how they work: An electronic database system is a collection of organised...

2 min readPreview →
MEMBERS L1 Data Management

How is Project Information Stored?

The way project information is stored within a surveyor's organisation can vary depending on several factors, such as the size of the...

2 min readPreview →
MEMBERS L1 Data Management

How Can Data be Used in Your Business?

The way data is collected, analysed, and stored within an RICS surveyor's organisation can vary depending on the...

1 min readPreview →
MEMBERS L1 Data Management

RICS APC Data Management Competency: A Summary

The RICS Data Management competency is essential for all aspiring RICS professionals, regardless of their chosen pathway. It assesses...

1 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Building an Inclusive Project Team: Practical Examples for Surveyors

Diversity, inclusion and teamworking is not a peripheral soft skill — it is a core professional duty. The RICS Rules of Conduct 2022 place a direct o…

3 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Climate and Culture: Shaping HR Performance in RICS Surveying

Climate and culture play a crucial role in influencing human resource (HR) performance within a RICS surveying business. Let's dive into...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Improving Human Resource Performance

Here are some ways to improve human resource performance when managing an RICS surveying business: Recruitment and selection: Hire the...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Human Resource Techniques

Here are examples of how RICS managers can effectively apply human resource techniques to enhance their teams and organisations:...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Creating High-Performance Teams

Building high-performing teams through leadership requires a multifaceted approach. Here are some key strategies you can employ as an...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Applying Leadership and Motivation Theories for RICS Surveyors

RICS surveyors play a crucial role in the property industry, requiring both technical expertise and strong leadership skills to manage...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Creating High-Performing Teams

Here's a breakdown of the environment required for high-performing teams, with examples tailored to RICS businesses: Key Environmental...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Theories of Motivation

As an RICS professional, understanding different theories of motivation can be crucial for leading and inspiring colleagues, clients, and...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Leadership Styles

Leadership styles encompass the various approaches leaders take to guide and motivate individuals or teams towards achieving...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Relevant Legislation Concerning Workplace Diversity and Inclusion

United Kingdom: Equality Act 2010: Prohibits discrimination in the workplace based on nine protected characteristics: age, disability,...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Effective Supply Chain Management

RICS professionals, such as surveyors, quantity surveyors, and project managers, often rely on various suppliers for...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Unconscious Bias

Unconscious bias, those implicit prejudices we hold without realising it, can negatively impact diversity and inclusion within RICS...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Internal Diversity and Inclusion Policies

The specific internal diversity and inclusion policies, as well as non-discrimination and anti-harassment policies, will vary depending...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Partnering and Collaborative Working

Partnering and collaborative working can have a profoundly positive impact on teams, leading to increased efficiency, innovation, and...

3 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Example of Inclusive Communication within a Team

Traditional Approach (Non-Inclusive): Team members prepare their individual sections based on their assigned tasks. Presentation assumes...

1 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Formal Communication Processes

Formal communication processes are essential for ensuring clarity, efficiency, and accountability within an RICS surveying team. Here are...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Importance and Value of Diversity in a Team

Diversity in a team brings a multitude of benefits and significant business value. Here's why: Enhanced problem-solving and...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Roles Found in a Business

The roles found in a business structure can vary depending on the size and complexity of the organisation. However, some common roles...

2 min readPreview →
MEMBERS L1 Diversity, Inclusion & Teamworking

Selecting and Appointing Team Members

Selecting and appointing the right team members is crucial for any RICS business, as it ensures you have a competent and qualified...

2 min readPreview →
MEMBERS L1 Inclusive Environments

Applying BS 8300 and Part M of the Building Regulations in Practice

If you are preparing for your APC final assessment, inclusive design is a topic you cannot afford to treat as peripheral. Across pathways — Building…

2 min readPreview →
MEMBERS L1 Inclusive Environments

Technical Standards for Inclusive Surveying Practice (UK & Worldwide)

Creating inclusive built environments requires incorporating accessibility and usability considerations throughout the surveying...

2 min readPreview →
MEMBERS L1 Inclusive Environments

Ethical Issues vs. Legal Requirements for RICS Surveyors

Ethical issues transcend legal requirements and involve moral principles, professional standards, and social responsibility. They often...

2 min readPreview →
MEMBERS L1 Inclusive Environments

Local Planning Policy, Building Regulations, and Health & Safety for Inclusive Environments

Creating inclusive environments goes beyond physical accessibility; it means designing spaces that are usable, equitable, and welcoming...

2 min readPreview →
MEMBERS L1 Inclusive Environments

Recognising The Diversity of User Needs

Recognising the diverse needs of users in an RICS surveying business is crucial for delivering relevant, valuable, and inclusive...

2 min readPreview →
MEMBERS L1 Sustainability

BREEAM, LEED and the UK Net Zero Carbon Buildings Standard Explained

Sustainability certifications have moved from niche add-ons to mainstream commercial requirements. Clients increasingly specify ratings at brief stag…

3 min readPreview →
MEMBERS L1 Sustainability

Sources of Renewable Energy and Energy Recovery in Buildings

Buildings consume a significant portion of global energy, contributing to greenhouse gas emissions and fossil fuel...

2 min readPreview →
MEMBERS L1 Sustainability

Sustainable Design Considerations for Buildings

Sustainable building design involves optimising a building's entire lifecycle, from site selection to construction and operation, to...

2 min readPreview →
MEMBERS L1 Sustainability

Design, Technology, and Construction for Sustainable Building:

Sustainable building aims to minimise environmental impact while optimising health, functionality, and economic...

2 min readPreview →
MEMBERS L1 Sustainability

Measuring the Sustainability Buildings

Measuring the sustainability of finished buildings is crucial to understand their environmental impact and identify areas for...

2 min readPreview →
MEMBERS L1 Sustainability

Sustainability: Legislation, Regulations and Taxation

National and international legislation, regulations, and taxation relating to sustainability can impact projects in various ways, often...

2 min readPreview →
MEMBERS L1 Sustainability

Relationship Between Property and The Environment

The relationship between property and the environment is complex and multifaceted, with significant impacts on both sides. Here are some...

2 min readPreview →
MEMBERS L1 Sustainability

Principles of Sustainability Within The Development Process

The principles of sustainability within the development process aim to balance environmental, social, and economic concerns to create a...

2 min readPreview →

Unlock all 178 articles.

£25 one-off. Lifetime access. All 11 mandatory competencies. Non-profit pricing.

Get Instant Access £25