RICS Requirements and

Competencies guide
August 2018
Updated February 2022 to reflect new Rules of
Conduct
 Published by: RICS, Parliament Square, London SW1P 3AD.

All rights in this publication, including full copyright or publishing right, content and design, are
owned by RICS, except where otherwise described. Any dispute arising out of this publication is
Date published: February 2022, Version 1.5 subject to the law and jurisdiction of England and Wales

RICS Requirements and Competencies guide 2

 RICS Requirements and
Competencies guide
Section one
Introduction ................................................................................................................................................................5
About the competencies ............................................................................................................................................5
Chartered designations .............................................................................................................................................5
Valuer Registration ......................................................................................................................................................5

Section two
Mandatory competencies ......................................................................................................................................6

Section three
Pathway competencies ........................................................................................................................................ 23
Building Control.......................................................................................................................................................... 23
Building Surveying..................................................................................................................................................... 24
Commercial Real Estate............................................................................................................................................ 25
Corporate Real Estate............................................................................................................................................... 26
Environmental Surveying......................................................................................................................................... 27
Facilities Management.............................................................................................................................................. 28
Geomatics.................................................................................................................................................................... 29
Infrastructure.............................................................................................................................................................. 30
Land and Resources.................................................................................................................................................. 31
Management Consultancy....................................................................................................................................... 32
Minerals and Waste Management......................................................................................................................... 33
Personal Property / Arts and Antiques................................................................................................................ 34
Planning and Development..................................................................................................................................... 35
Project Management................................................................................................................................................. 36

RICS Requirements and Competencies guide 3

 Property Finance and Investment......................................................................................................................... 37
Quantity Surveying and Construction.................................................................................................................. 38
Research....................................................................................................................................................................... 39
Residential.................................................................................................................................................................... 40
Rural............................................................................................................................................................................... 41
Taxation Allowances.................................................................................................................................................. 42
Valuation....................................................................................................................................................................... 43
Valuation of Businesses and Intangible Assets................................................................................................. 44

Section four
Competency list and descriptors ......................................................................................................................... 45

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 1 2 3 4

Introduction
RICS’ pathways and competencies define the
knowledge, skills, experience and competence
Each competency is defined at three levels of
attainment. You must reach the required level in Chartered
required to become a chartered surveyor. a logical progression and in successive stages:
Level 1 – knowledge and understanding
designations
Candidates must achieve a set of requirements
and competencies. These are a mix of Some pathways allow candidates to achieve an
Level 2 – application of knowledge
technical and professional practice, business, optional chartered alternative designation in
Level 3 – reasoned advice, depth and synthesis addition to the Chartered Surveyor title. These
interpersonal, and management skills.
of technical knowledge and its implementation designations are listed in each pathway guide
The technical competencies undertaken will
The competencies are in three distinct where appropriate.
depend on your pathway.
categories: Where a pathway-specific designation is not

About the
Mandatory – The personal, interpersonal, listed, successful candidates are entitled to use
professional practice and business skills the Chartered Surveyor title.

competencies common to all pathways and mandatory

The competencies are presented in a generic

for all candidates.
Technical core – The primary skills of your
Valuer Registration
way so they can be applied to different areas chosen pathway. Valuer Registration is an independent system
of practice and geographical locations. It is of regulatory monitoring by RICS. If you wish to
Technical optional – Selected as additional skill
important that you interpret them within become an RICS Registered Valuer you must
requirements for your pathway from a list of
the context of your own area of practice or achieve either the Valuation or Valuation of
competencies relevant to the area of practice.
specialism and location. businesses and intangible assets competency
to Level 3.
The contextualisation of the competencies for
your area of practice as well as examples of the
likely skills, knowledge and experience required
to demonstrate the competencies are set out in
the individual pathway guides.

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 1 2 3 4

Mandatory competencies
All candidates must achieve the defined Senior Professional Mandatory competencies may also appear in
level of the mandatory competencies. These
competencies are necessary for all RICS
Assessment some pathways as technical competencies.
There are three additional professional If so, this will be shown in the technical core
professionals.
competencies for the Senior Professional and/or optional competency lists for the
Level 3
assessment which must also be achieved pathway and will need to be achieved to a
• Ethics, Rules of Conduct and higher level.
to Level 2.
professionalism
• Leadership
Level 2
• Managing people
• Client care
• Communication and negotiation • Managing resources (excluding human
resources)
• Health and safety
Level 1
• Accounting principles and procedures
• Business planning
• Conflict avoidance, management and
dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

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Mandatory competencies 1 2 3 4

Ethics, Rules of Conduct and professionalism

Description of competency in context of this sector
This competency covers your professionalism. It requires you to understand the role of RICS and how it works. As your regulating body, you must have a thorough knowledge of RICS regulations and Rules of
Conduct, which embed ethical principles. You should understand your role as a professional and society’s expectations of professional practice. You should also understand the general principles of law and
the legal system, as applicable in your country of practice.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the role and Provide evidence of practical application in your area of practice, Provide evidence of application of the above in your area of
significance of RICS and its functions. Your personal professional being able to justify actions at all times and demonstrate practice in the context of advising clients.
role and society’s expectations of professional practice and RICS’ personal commitment to RICS’ Rules of Conduct and any
Rules of Conduct and conduct regulations, including the general mandatory standards.
principles of law and the legal system, as applicable in your
country of practice.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The structure of RICS • Your involvement with RICS • Dealing with a complaint
• RICS’ Rules of Conduct • Identifying a conflict of interest • Handling client’s money
• Mandatory Professional Statements e.g. Conflicts of Interest • Transparency in professional fees • Setting up professional indemnity insurance
• Guidance notes and their status • Checking terms of appointment for compliance with RICS • Registration of a firm with RICS.
• RICS’ CPD policy rules
• The role of Professional Groups • Handling gifts and hospitality
• Bodies within the RICS e.g. Matrics, LionHeart • Complying with RICS’ CPD policy for members
• Policy documents • Checking your employer’s compliance with RICS’ Rules of
• RICS Bye-laws Conduct.
• Government, legislation and regulation
• Common law
• Relevant case law.

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Mandatory competencies 1 2 3 4

Client care
Description of competency in context of this sector
This competency covers how a surveyor meets a client’s brief in respect of a specific appointment and how they deal with a client from a business and professional perspective.
The term “client” as it is used in this competency means not only the contractual party who has appointed the surveyor, but also all of the stakeholders in a project with whom the surveyor has to engage.
This competency is closely linked to Ethics, Rules of Conduct and professionalism, which defines professional behaviour and sets out some mechanisms for protecting clients.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Provide evidence of practical application of the principles and Provide evidence of reasoned advice given to clients and others.
and practice of client care including: practice of client care in your area of practice.
• The concept of identifying all clients/colleagues/third parties
who are your clients and the behaviour that is appropriate to
establish good client relationships
• The systems and procedures that are appropriate for
managing the process of client care, including complaints
• The requirement to collect data, analyse and define the
needs of clients.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The information contained within a client’s brief • Establishing a client’s objectives • Developing tailored proposals linked to business strategies
• Defining your scope of services within the limits of your • Confirming a client’s brief • Presenting a prioritised and informed brief to enable
competence and PI insurance • Establishing a scope of services decision-making
• How fees are established • Calculating fees for professional services • Value management with stakeholders to ensure delivery
• The use of standard forms of appointment • Compiling an appointment document against client expectations
• Mechanisms contained within an appointment document • Establishing project stakeholders and their status • Advising on the need for statutory and other consents
• Insurance requirements (legal and RICS) and approvals
• Setting up communication systems with a client and
• How stakeholders are identified and how their status within stakeholders • Presenting alternative proposals including option appraisals
the project is established • Issuing reports to a client e.g. cost reports • Presenting outline schedules of work
• Formal communication systems with clients and • Dealing with a complaint • Agreeing the level of fees with a client
stakeholders • Measurement of KPIs • Issuing an appointment document
• Complaints handling procedures • Analysing the data gathered through the client briefing • Ensuring insurances are in place
• Key Performance Indicators (KPIs) process and formulating a detailed client brief • Setting performance levels and KPIs

continued on next page

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Mandatory competencies 1 2 3 4

Client care (continued)

Level 1 Level 2 Level 3
• The methods of data gathering during the inception • Measurement of KPIs • Monitoring compliance with the scope of services
stage of a project including client briefings and site-based • Analysing the data gathered through the client briefing • Monitoring performance internally and externally against
information process and formulating a detailed client brief client/stakeholder performance levels
• The law applicable to your area of practice, in particular • Consulting with the statutory authorities on the consents • Reporting to clients and stakeholders
those relating to employment law, statutory compliance, and other approvals required • Using KPIs to improve performance.
consents • Preparing alternative outline design proposals, including
and approvals option appraisals
• The principles of the preparation of alternative outline • Preparing outline schedules of work
proposals, including the methodology of preparing option
• Assessing client relationships, team performance and
appraisals
stakeholder interfaces on international projects.
• The principles of preparing outline schedules of work.

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Mandatory competencies 1 2 3 4

Communication and negotiation

Description of competency in context of this sector
This competency covers the way in which a surveyor communicates, in writing, graphically and orally. It also looks at the process and strategy of a negotiation. Effective communication is a fundamental
aspect of professionalism and candidates must be able to communicate complex technical matters to both technical and non-technical people in a clear fashion. Negotiation is a regular part of a surveyor’s
work and this competency deals with taking a systematic approach to achieving a satisfactory conclusion.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of effective oral, Provide evidence of practical application of oral, written, graphic Provide evidence of evaluation of your communication in a
written, graphic and presentation skills including the methods and presentation skills that are appropriate in a variety of variety of situations.
and techniques that are appropriate to specific situations. situations, specifically including where negotiation is involved.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Good grammar and spelling • Writing letters or other formal documents • Issuing reports to clients
• The etiquette of written communication in emails, letters • Compiling a report • Producing in-house management communications
and reports • Compiling minutes of meetings • Chairing meetings
• Common formats for reports • Producing pricing documents • Conducting interviews
• Presentation of figures and data using spreadsheets, graphs • Delivering reports at meetings • Presenting at seminars
and charts • Taking part in interviews e.g. for contractor selection • Public speaking on behalf of your business
• How to deliver a report at a meeting • Giving presentations to staff or project teams • Agreement of fees with a client
• How to structure and deliver a presentation • Negotiating a loss and expense claim, extension of time, • Advising on complex negotiations or disputes e.g. claims for
• Establishing your objectives and strategy for a negotiation acceleration programme, contract sum or final account loss and expense.
• The process of negotiation. • Agreeing the value of an instruction.

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Mandatory competencies 1 2 3 4

Health and safety

Description of competency in context of this sector
This competency covers the relationship between the work of the surveyor and health and safety issues. Candidates should understand the legal, practical and regulatory requirements. They should have a
detailed understanding of the health and safety processes and guidelines used to achieve this.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply evidence of practical application of health and safety Provide evidence of reasoned advice given to clients and others
and responsibilities imposed by law, codes of practice and other issues and the requirements for compliance, in your area of on all aspects on health and safety.
regulations appropriate to your area of practice. practice.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Personal safety on site and in the office • Obtaining formal health and safety qualifications including • Giving reasoned advice on and/or taking responsibility for
• Procedures imposed by law first aid, industry specific or nationally recognised health and safety issues relating to:
• Specific regulations relevant to your area of work qualifications – Impact of design on construction
e.g. Fire safety standards • Being involved with specific roles and responsibilities within – Alternative construction processes
• The impact on health and safety of: design, construction the various regulations – Impact of design on occupation and maintenance
processes, building maintenance • Being involved in specific health and safety audits/reviews – Undertaking risk assessments
• Health and safety training requirements as it relates to the • Reviewing health and safety proposals as part of a – Advising on current legislation
employment of staff. contractor’s tender.
– Advising on adequacy of health and safety allowances
within tenders.

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Mandatory competencies 1 2 3 4

Accounting principles and procedures

Description of competency in context of this sector
This competency covers the basic principles of accounting and the interpretation of company accounts in order that reasoned advice can be given to clients.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of accounting Provide evidence of interpretation of company accounts and Provide evidence of reasoned advice given to clients with regards
concepts and the format and preparation of management and balance sheets in your area of practice and application of to profit and loss statements and balance sheets.
company accounts, including profit and loss statements, cash appropriate accounting and regulatory standards.
flow statements and balance sheets.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The Generally Accepted Accounting Principles (GAAP) relevant • Considering financial statements to establish, for example, • Providing clients, in an appropriately supervised manner,
to the candidate’s geographical area of experience and how the financial strength of an entity with reasoned advice relating to the financial standing of a
property is treated in an entity’s accounts • Reviewing and understanding analysts’ reports on financial company e.g. for agency activities such as leasing, buying
• International Accounting Standards (IAS), broadly how IAS statements and selling or
vary from National GAAP and how a property/asset is treated • Considering and understanding common financial measures to assess suitability for a commercial relationship
in an entity’s accounts prepared under IAS such as return on capital employed, NAV, net assets per • Preparing, or assisting in the preparation of, service
• An entity’s financial results and basic accounting principles share, gearing ratio, EBIT, EBITDA and PE ratio. charge accounts
including balance sheets, profit and loss, and cash flow • Preparing, or assisting in the preparation of, management
statements accounts for a property
• The role of the auditor. • Preparing, or assisting in the preparation of, an entity’s
accounts i.e. balance sheet, profit and loss, and cash flow
statements
• Providing other professional advice related to the
interpretation and/or preparation of accounts.

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Mandatory competencies 1 2 3 4

Business planning
Description of competency in context of this sector
This competency is about the principles and tools of business planning.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how business planning Provide evidence of application of the principles and Provide evidence of reasoned advice given to clients and others
activities contribute to the achievement of corporate objectives. demonstrate your ability to use the tools of business planning of the principles and tools of business planning and be able to
appropriate to your area of practice. evaluate your performance and outcomes.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Types of business plan (e.g. strategic, departmental, • Setting objectives and targets • Undertaking presentations and reports
operational, corporate) • Undertaking risk analysis • Undertaking option appraisals
• The essential elements of a business plan • Preparing a business plan • Setting performance indicators
• Organisational structures • Creating an organisational chart • Reviewing performance against targets and indicators.
• Methods for financial benchmarking (e.g. key financial ratios) • Using financial ratios
• Meaning of working capital, stock, debtors and creditors • Using company accounts.
• Accounting techniques
• Forecasting techniques
• Planning to meet corporate objectives.

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Mandatory competencies 1 2 3 4

Conflict avoidance, management and dispute resolution procedures

Description of competency in context of this sector
This covers the recognition, avoidance, management and resolution of disputes, involving an awareness of different dispute resolution procedures and an understanding of the application of dispute
resolution procedures appropriate to the area and jurisdiction of professional practice.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the techniques Provide evidence of practical application in your area of practice Provide evidence of the application of the above in the context of
for conflict avoidance, conflict management and dispute having regard to the relevant law. advising clients in the various circumstances referred to above.
resolution procedures including for example adjudication and
arbitration, appropriate to your pathway.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Common causes of disputes • Adopting – or encouraging the adoption of (as appropriate) – • Advising clients of the most suitable means of dispute
• The contribution of some of the following to dispute suitable dispute avoidance techniques avoidance on their projects, and of dispute resolution
avoidance: • Negotiating actively on behalf of clients prior to third-party procedures appropriate to their individual circumstances,
– Risk management referral demonstrating appreciation of when to seek further
• Assisting in the collation or preparation of claims/counter- specialist advice and when to advise clients within the scope
– Early warning systems
claims and representations of the insurance cover of the candidate’s organisation
– Partnering techniques
• Assisting in the identification, gathering and collation of facts • Providing advice to clients over protection on the issue of
– Clear and robust client briefings
and expert evidence for use in expert reports costs of dispute resolution proceedings (e.g. Calderbank
• Theories of negotiation and the role of effective offers or liaising with solicitors over the content of Part 36
communication and negotiation • Sufficient understanding of the main points of the statutory
Offers)
or non-statutory law relevant to/underpinning any particular
• The primary features, advantages and disadvantages • Involvement in, or assistance with, a referral to a third-party
dispute resolution process and its application.
of a range of dispute resolution procedures and their resolution process and associated management of that
surrounding statutory and/or non-statutory legal/ judicial process on behalf of client
context, for example:
NB: Please note that the roles of acting as a third-party dispute
– Mediation and conciliation
resolver – or expert witness, are – for the vast majority of
– Dispute Resolution Boards (DRBs) candidates – not likely to be an activity that is undertaken. It
– Dispute Resolution Advisers (DRAs) is only a small minority of candidates with substantive work
– Adjudication experience for whom this is likely to be relevant.
– Independent Expert determination
– Arbitration

continued on next page

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Mandatory competencies 1 2 3 4

Conflict avoidance, management and dispute resolution procedures (continued)

Level 1 Level 2 Level 3
– Professional Arbitration on Court Terms (PACT)
– Court proceedings/litigation
• The possible roles of a surveyor as an expert witness and/or
an advocate, to include an awareness of the existence and
scope of applicability of RICS guidance for expert witnesses
and advocates
• The range of nominating bodies and services available
to resolve disputes, and particularly the role of the RICS
Dispute Resolution Service and any specialised dispute
resolution schemes it offers relevant to your market sector
• The RICS Global Professional Statement on Conflict of
Interest and any appropriate national RICS guidance.

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Mandatory competencies 1 2 3 4

Data management
Description of competency in context of this sector
This competency covers how data relating to individual projects and a surveyor’s work generally is collected, stored and retrieved. In addition to understanding the different storage systems and data sources
available and knowing how they work, a candidate should also understand the principles behind the systems and what makes them effective. Candidates should also understand how general information and
data is managed on a project and the increasing use of computerised central project databases.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the sources of Provide evidence of practical application in your area of practice Provide evidence of reasoned advice given to clients and others
information and data, and the systems applicable to your area and understand the relevance of information gathered and the on the use and practical application of the information collected
of practice, including the methodologies and techniques most uses to which it can be applied. Analyse the information and data and systems used, and/or specify the most appropriate way for
appropriate to collect, collate and store data. collected. your own and/or client organisation to collect, analyse and apply
relevant information and data.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The use of published sources of data • Obtaining data from published sources for use on a project • Advising on data storage system
• How data is collected, analysed and stored within your • Obtaining data from in-house sources • Advising on business filing systems
employer’s organisation • Extracting data for inclusion in a database • Benchmarking from analysed historic data
• How project information is stored within your employer’s • Setting up and using paper-based or electronic project • Advising on the use of a computerised central project
organisation filling systems database
• How electronic database systems work • Using a computerised central project database • Advising on security of data.
• The use of computerised central project databases or • Retrieving information from a technical library
Building Information Modelling, the benefits, challenges and • Setting up a technical library
dangers
• Interpreting plan/map data
• How technical libraries are set up and used
• Ensuring security of data
• Legislation applicable to data management and data access.
• Retrieving data from existing records, manual or electronic.

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Mandatory competencies 1 2 3 4

Diversity, inclusion and teamworking

Description of competency in context of this sector
This competency covers the role of the surveyor within the team and their involvement with the establishment of the team. It deals with how team members interact, their behaviour and communication. It
also looks at how to build a diverse and inclusive team and the resulting benefits for both the individual and the team.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles, Provide evidence of practical application of working as a team Provide evidence of evaluation of your teamworking skills in a
behaviour and dynamics of successfully working in a team. member in your area of practice. variety of situations.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• How team members are selected and appointed • Involvement with the selection and appointment of team • Chairing project meetings
• The role played by the various team members members (consultants, contractors, sub-contractors, • Promote flexible working polices and work-life balance within
• The importance and business value of diversity in a team suppliers) the team
• Formal communication processes within the team • Commitment to diversity and inclusion throughout the • Provide visible support to underrepresented groups
attraction and recruitment process • Facilitating risk or value workshops
• Inclusive communications
• Implementing processes to identify and address any barriers • Setting up project communication systems
• How partnering and collaborative working affects the team
faced by different groups within the team
• Internal diversity and inclusion polices, including any • Setting up partnering agreements
• Participating in project meetings
applicable to non-discrimination or anti-harassment in the • Establishing frameworks
workplace • Using project communication systems
• Post-completion project analysis of the team’s performance
• Unconscious bias • Ensure internal and external communications reach
• Participation in diverse recruitment panels
minimum standards for accessibility.
• Supply chain management • Taking action to identify and address unconscious bias.
• Relevant legislation within your area of practice.

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Mandatory competencies 1 2 3 4

Inclusive environments
Description of competency in context of this sector
This competency is about the principles and processes that deliver accessible and inclusive environments, recognising the diversity of user needs and the requirement to put people (of all ages and abilities)
at the heart of the process.
An inclusive environment recognises and accommodates differences in the way people use the built and natural environment. It facilitates dignified, equal and intuitive use by everyone. It does not
physically or socially separate, discriminate or isolate. It readily accommodates and welcomes diverse user needs.
These principles and processes apply to all buildings, places, and spaces, and to equipment, in and around new property or in the adaptation of existing property, as well as to services provided to the
public. Particular regard should be given to buildings, places and spaces that are open to the public; sports and entertainment venues; schools, colleges and educational establishments; hospitals and
health facilities; and residential care facilities; as well as commercial and employment buildings.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate an understanding of the principles and processes Provide evidence of practical application of the principles and Provide evidence of reasoned advice given to clients and others
that deliver accessible and inclusive environments, recognising processes that deliver accessible and inclusive environments. of the principles and processes that deliver accessible and
the diversity of user needs and the requirement to put people inclusive environments.
(of all ages and abilities) at the heart of the process. In doing so,
have regard to the legal, economic, sustainable and social case
for making inclusion the norm not the exception.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Recognition of the diversity of user needs • Practical applications as applied to different types of building • The scoping and briefing of new design work or in relation to
• Local planning policy, building regulation and health and and their associated uses remodelled buildings and external spaces
safety requirements as applied to inclusive environments • Practical applications as applied to different types of outside • The design and specification of a building, landscape/public
• Appreciate and distinguish between ethical issues as areas and their associated uses realm project from outline proposals to completion of the
opposed • A recognition of real and perceived sensitive situations in the design and specification process
to legal requirements design or use of inclusive environments • The drafting of clauses in leases or user agreements as to
• Knowledge of best practice technical standards relevant to • Ability to recognise the need for and use appropriate how places and spaces might be accessed or used
country of practice. language in the discussion and resolution of inclusivity
challenges.

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Mandatory competencies 1 2 3 4

Sustainability
Description of competency in context of this sector
This competency covers the role of the surveyor in dealing with the impact of sustainability issues. Achievement of this competency demonstrates a broad-based understanding of the theory of sustainability as set in its
political and legal framework, together with an appreciation of its economic, social and environmental context and the tools and techniques used to measure cost and return, and evaluate options for action.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of why and how Provide evidence of the practical application of sustainability Provide evidence of reasoned advice given to clients and others
sustainability seeks to balance economic, environmental and appropriate to your area of practice, and the circumstances in on the policy, law and best practice of sustainability in your area
social objectives at global, national and local levels in the context which specialist advice is necessary. of practice.
of land, property and the built environment.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The principles of sustainability within the development • Planning guidance, sustainability checklists • Giving reasoned advice to your client and members of the
process • Focus on energy – EU Directive on Energy Performance of project team on the financial impact of sustainability on a
• The relationship between property and the environment Buildings or National equivalent project
• How national and international legislation, regulations and • Renewable energy options – photovoltaics, wind turbines, • Giving reasoned advice on the application of environmental
taxation relating to sustainability affect a project biomass, central heating and power (CHP), ground source law and policy
• Criteria by which sustainability is measured in relation to heating, thermal mass • Interpreting environmental reports and giving reasoned
finished buildings • National Infrastructure projects and energy conservation advice on the financial impact and programme implications
• The principles of how design, technology and construction • Carrying out capital cost and value engineering exercises to on a project
processes can contribute to sustainable building determine the impact of sustainability issues • Giving advice on sustainable material selection and how
• Design considerations – site, location, building form, • Carrying out life cycle cost exercises which take account of performance baselines can be estimated
materials, lighting, ventilation, heating, water and drainage sustainability issues • Sustainable valuation, triple bottom line, economic, social
• Sources of renewable energy and energy recovery • Understanding the measures undertaken by governments and environmental considerations, short- medium- long
and international bodies to encourage the reduction of the term impacts
• The principles of material resource efficiency within the
supply chain. environmental impact of development. • Hard and soft valuation issues, health, well-being and
productivity.

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Mandatory competencies 1 2 3 4

Leadership (mandatory for Senior Professional applicants only)

Description of competency in context of this sector
This competency covers the characteristics and behaviour of leaders. Candidates should be aware of the alternative styles of leadership and motivation. Candidates should have an understanding of how
these techniques can be applied in their area of practice.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the Provide evidence of application of your role as a leader Provide evidence of evaluation of your leadership role.
characteristics and behaviour of a leader. appropriate to your area of practice.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• The different styles of leadership • How leadership and motivation theories can be applied in • Adapting your natural leadership style to meet challenges in
• The different motivation theories practice your area of practice
• Effective organisational design and communication • How organisational design and communication strategies • Adapting your leadership style to improve personal and
strategies can affect leadership team performance
• The climate necessary for the creation of high performing • The ingredients necessary to create high performing teams. • Demonstrating successful outcomes from your leadership
teams. and decision making
• Receiving acceptable peer group reviews of your
performance as a leader.

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Mandatory competencies 1 2 3 4

Managing people (mandatory for Senior Professional applicants only)

Description of competency in context of this sector
This competency covers the principles and practice of managing people. Candidates should be aware of the skills required to manage people. Candidates should have an understanding of the appropriate
application of these skills.

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Provide evidence of the application of the skills required to Provide evidence of the evaluation of your people management
and practice of managing people. manage people. skills.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Human resource management legislation and techniques • The principles of human resource legislation • Managing people and teams and achieving performance
• Effective organisational design and communication • Applying human resource techniques targets
strategies • Effecting improved human resource performance • Carrying out performance appraisals and receiving
• The climate and culture necessary for the creation of high • How use of effective organisational design and acceptable individual and team peer reviews
performing teams. communication strategies improves human resource • Carrying out training needs analyses
performance • Recruiting people.
• How climate and culture affect human resource
performance.

RICS Requirements and Competencies guide 21

Mandatory competencies 1 2 3 4

Managing resources (excluding human resources) (mandatory for Senior Professional applicants
only)
Description of competency in context of this sector
This competency is about managing the effective use, allocation and costing of resources (not including human resources).

Examples of likely knowledge, skills and experience at each level

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the resources Provide evidence of the application in your area of practice, Provide evidence of the evaluation of managing resources in
required and their cost for the effective operation of a business. giving reasoned advice on the most effective use, allocation specific business cases.
and cost of resources.

Examples of knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are: Examples of activities and knowledge comprised within this level are:
• Types of resources required • Setting financial objectives • Undertaking cost benefit analysis
• How to manage financial resources • Constructing a budget • Monitoring performance against budgets
• Accounting techniques • Monitoring and managing financial resources • Taking action to improve poor performance against budgets/
• Budgeting techniques • Setting personal objectives plans
• Forecasting techniques • Preparing reports and recommendations for the use and • Reviewing personal performance
• Methods for obtaining resources and monitoring their use allocation of resources. • Reviewing project performance.
• Personal resource management
• Costing of resources
• Relationship between cost and value of resources.

RICS Requirements and Competencies guide 22

Competency requirements by pathway 1 2 3 4

Building Control
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 3 and one to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Building control inspections • BIM management technical competencies, including any not
professionalism • Fire safety already chosen from the optional list.
• Building pathology
Level 2 • Inspection • Client care (to Level 3) or Data management
• Client care • Legal/regulatory compliance • Conservation and restoration
• Communication and negotiation • Construction technology and
• Health and safety environmental services
Level 1 • Contaminated land
• Accounting principles and procedures • Measurement
• Business planning • Planning and development management
• Conflict avoidance, management and • Risk management
dispute resolution procedures • Sustainability
• Data management • Works progress and quality management.
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 23

Competency requirements by pathway 1 2 3 4

Building Surveying
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Building pathology • BIM management technical competencies, including any not
professionalism • Construction technology and • Client care (to Level 3) or Conflict avoidance, already chosen from the optional list.
Level 2 environmental services management and dispute resolution
• Client care • Contract administration procedures or Health and safety (to Level 3)
• Design and specification or Inclusive environments or Sustainability
• Communication and negotiation
• Inspection • Commercial management
• Health and safety
• Legal/regulatory compliance • Conservation and restoration
Level 1
• Contract practice
• Accounting principles and procedures Level 1
• Design economics and cost planning
• Business planning • Fire safety
• Development/project briefs
• Conflict avoidance, management and
• Fire safety
dispute resolution procedures
• Housing maintenance, repair and
• Data management
improvements or Maintenance
• Diversity, inclusion and teamworking
management
• Inclusive environments
• Insurance
• Sustainability
• Landlord and tenant
• Measurement
• Procurement and tendering
• Project finance
• Quantification and costing
• Risk management
• Works progress and quality management

RICS Requirements and Competencies guide 24

Competency requirements by pathway 1 2 3 4

Commercial Real Estate

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Three to Level 3 Plus, one to Level 3 or two to Level 2 from
• Ethics, Rules of Conduct and • Inspection • Accounting principles and procedures the full list of technical competencies, including
professionalism or Conflict avoidance, management and any not already chosen from the optional list.
Level 2
Level 2 dispute resolution or Data management
• Measurement
or Sustainability * If Valuation is taken to Level 3 the
• Client care • Valuation (or Level 3*)
• Auctioneering requirements are as follows;
• Communication and negotiation
• BIM management  From the optional competency list you
• Health and safety
• Building pathology must select two at Level 3 and one at
Level 1
• Capital taxation Level 2
• Accounting principles and procedures
• Compulsory purchase and compensation  plus
• Business planning
• Contaminated land
• Conflict avoidance, management and  From the full list of technical
• Corporate recovery and insolvency competencies you must select one to
dispute resolution procedures
• Development appraisals Level 3 or two at Level 2
• Data management
• Insurance
• Diversity, inclusion and teamworking
• Indirect investment vehicles
• Inclusive environments
• Investment management Although commercial real estate is the
• Sustainability focus for the pathway, up to 30% of your
• Landlord and tenant
experience can come from other property
• Leasing and letting
sectors, e.g. residential.
• Legal / regulatory compliance
• Loan security valuation
• Local taxation / assessment
• Planning and development management
• Property finance and funding
• Property management
• Purchase and sale
• Strategic real estate consultancy

RICS Requirements and Competencies guide 25

Competency requirements by pathway 1 2 3 4

Corporate Real Estate

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Three to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Business alignment or Strategic real estate any not already chosen from the core list technical competencies, including any not
professionalism consultancy • Change management already chosen from the core and optional
lists.
Level 2 Level 2 • Inspection
• Client care • Business case • Leasing and letting
• Communication and negotiation • Landlord and tenant or Property • Local taxation / assessment
• Health and safety management • Measurement
Level 1 Level 1 • Performance management
• Accounting principles and procedures • Valuation • Procurement and tendering
• Business planning • Programming and planning
• Conflict avoidance, management and • Purchase and sale
dispute resolution procedures • Strategic real estate consultancy
• Data management • Supplier management
• Diversity, inclusion and teamworking • Sustainability
• Inclusive environments • Valuation
• Sustainability • Workspace strategy

RICS Requirements and Competencies guide 26

Competency requirements by pathway 1 2 3 4

Environmental Surveying
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2, including any not already Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Environmental management chosen from the core list technical competencies, including any not
professionalism • Development appraisals already chosen from the core and optional
Level 2
lists.
Level 2 • Legal/regulatory compliance • Development/project briefs
• Client care Plus, three to Level 3 • Energy and renewable resources
• Communication and negotiation • Consultancy services • Environmental analysis
• Health and safety • Contaminated land • Forestry and woodland management
Level 1 • Environmental assessment • GIS
• Accounting principles and procedures • Environmental audit (and monitoring) • Ground engineering and subsidence
• Business planning • Environmental science and processes • Land use and diversification
• Conflict avoidance, management and • Inspection • Management and regeneration of the
dispute resolution procedures built environment
• Management of the natural environment
• Data management and landscape • Measurement
• Diversity, inclusion and teamworking • Planning and development management • Surveying and mapping
• Inclusive environments • Sustainability
• Sustainability • Waste management

RICS Requirements and Competencies guide 27

Competency requirements by pathway 1 2 3 4

Facilities Management
Mandatory competencies Core competencies Optional competencies

Level 3 Two to Level 3 and two to Level 2 Two to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Asset management any not already chosen from the core list technical competencies, including any not
professionalism • Business alignment • Big data already chosen from the core and optional
lists.
Level 2 • Client care (must be taken to Level 3) • BIM management
• Client care • Legal/regulatory compliance • Business case
• Communication and negotiation • Maintenance management • Change management
• Health and safety • Performance management • Commercial management
Level 1 • Procurement and tendering • Conflict avoidance, management and dispute
• Accounting principles and procedures • Project finance resolution procedures or Data management
• Supplier management or Health and safety (must be taken to Level 3)
• Business planning
or Inclusive environments or Sustainability
• Conflict avoidance, management and • Workspace strategy
• Construction technology and environmental
dispute resolution procedures
services
• Data management
• Consultancy services
• Diversity, inclusion and teamworking
• Contract administration
• Inclusive environments
• Contract practice
• Sustainability
• Design and specification
• Environmental management
• Landlord and tenant
• Managing projects
• Measurement
• Risk management
• Smart cities and intelligent buildings
• Stakeholder management
• Strategic real estate consultancy
• Waste management
• Works progress and quality management

RICS Requirements and Competencies guide 28

Competency requirements by pathway 1 2 3 4

Geomatics
Mandatory competencies Core competencies Optional competencies

Level 3 Three to Level 3 One to Level 3 and two to Level 2, including Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Cadastre and land administration any not already chosen from the core list technical competencies, including any not
professionalism • Conflict avoidance, management and • Big data already chosen from the core and optional
dispute resolution procedures lists.
Level 2 • BIM management
• Client care • Engineering surveying • Construction technology and
• Communication and negotiation • Geodesy environmental services To achieve the Chartered Engineering
• GIS • Consultancy services Surveyor designation candidates must
• Health and safety
select Engineering surveying to Level 3
Level 1 • Hydrographic surveying • Data management
• Legal/regulatory compliance • Development/project briefs To achieve the Chartered Hydrographic
• Accounting principles and procedures
Surveyor designation candidates must
• Business planning • Measurement • Environmental assessment
select Hydrographic surveying to Level 3
• Conflict avoidance, management and • Remote sensing and photogrammetry • Ground engineering and subsidence
To achieve the Chartered Land Surveyor
dispute resolution procedures • Surveying and mapping • Management of the natural environment
designation candidates must select
• Data management • Surveying land and sea and landscape
Surveying and mapping to Level 3
• Diversity, inclusion and teamworking • Use of the marine environment • Planning and development management
• Inclusive environments Plus, Level 1
• Sustainability • Measurement

RICS Requirements and Competencies guide 29

Competency requirements by pathway 1 2 3 4

Infrastructure
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2, including any not already Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Engineering science and technology chosen from the core list technical competencies, including any not
professionalism Plus, four to Level 3 • Asset management already chosen from the core and optional
lists.
Level 2 • Client care • Building information modelling (BIM)
• Client care • Contract practice management
• Communication and negotiation • Cost prediction and analysis • Compulsory purchase and compensation
• Health and safety • Procurement and tendering • Conflict avoidance, management and
• Programming and planning dispute resolution procedures or
Level 1
Sustainability
• Accounting principles and procedures • Project controls
• Contract administration
• Business planning • Quantification, costing and price analysis
• Cross cultural awareness in a global
• Conflict avoidance, management and • Risk management
business
dispute resolution procedures
• Leading projects, people and teams
• Data management
• Managing projects
• Diversity, inclusion and teamworking
• Project finance
• Inclusive environments
• Stakeholder management
• Sustainability
• Supplier management

RICS Requirements and Competencies guide 30

Competency requirements by pathway 1 2 3 4

Land and Resources

Mandatory competencies Optional competencies

Level 3 Five to Level 3 and one to Level 2 • Property management

• Ethics, Rules of Conduct and • Access and rights over land • Risk management
professionalism • Agriculture • Smart cities and intelligent buildings
Level 2 • Big data • Spatial planning policy and infrastructure
• Client care • Cadastre and land administration • Strategic real estate consultancy
• Communication and negotiation • Client care (must be taken to Level 3) • Surveying and mapping
• Health and safety • Compulsory purchase and compensation • Sustainability
Level 1 • Consultancy services • Valuation
• Accounting principles and procedures • Contaminated land • Waste management
• Business planning • Development appraisals Plus, two to Level 2 from the full list of
• Conflict avoidance, management and • Economic development technical competencies, including any not
dispute resolution procedures • Energy and renewable resources already chosen from the optional list.
• Data management • Engineering surveying
• Diversity, inclusion and teamworking • Environmental management
• Inclusive environments • Geodesy
• Sustainability • GIS
• Hydrographic surveying
• Inspection
• Land use and diversification
• Landlord and tenant
• Legal/regulatory compliance
• Management of the natural environment
and landscape
• Masterplanning and urban design
• Measurement
• Minerals management
• Planning and development management

RICS Requirements and Competencies guide 31

Competency requirements by pathway 1 2 3 4

Management Consultancy
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 One to Level 3 and one to Level 2 Plus, one competency to Level 2 from the full
• Ethics, Rules of Conduct and • Business case • Business alignment list of technical competencies, including any
professionalism • Business planning not already chosen from the optional list.
• Change management
Level 2 • Consultancy services
• Corporate finance
• Client care • Research methodologies and techniques
• Corporate recovery and insolvency
• Communication and negotiation
• Data Management
• Health and safety
• Development appraisals
Level 1
• Accounting principles and procedures • Development projects/briefs

• Business planning • Economic development

• Conflict avoidance, management and • Managing resources
dispute resolution procedures • Performance management
• Data management • Programming and planning
• Diversity, inclusion and teamworking
• Property finance and funding
• Inclusive environments
• Smart cities and intelligent buildings
• Sustainability
• Strategic real estate consultancy
• Workspace strategy

RICS Requirements and Competencies guide 32

Competency requirements by pathway 1 2 3 4

Minerals and Waste Management

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2 from the list below, including Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Minerals management or Waste any not already chosen from the core list technical competencies, including any not
professionalism management • Consultancy services already chosen from the core and optional
lists.
Level 2 Level 2 • Contaminated land
• Client care • Legal/regulatory compliance • Contract administration
• Communication and negotiation Plus, three to Level 3 • Development appraisals
• Health and safety • Environmental assessment • Development project briefs
Level 1 • Environmental audit (and monitoring) • Energy and renewable resources
• Accounting principles and procedures • Ground engineering and subsidence • Risk management
• Business planning • Inspection • Sustainability
• Conflict avoidance, management and • Landlord and tenant • Works progress and quality management
dispute resolution procedures • Local taxation/assessment
• Data management • Planning and development management
• Diversity, inclusion and teamworking • Surveying and mapping
• Inclusive environments • Valuation
• Sustainability

RICS Requirements and Competencies guide 33

Competency requirements by pathway 1 2 3 4

Personal Property / Arts and Antiques

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Three to Level 3 and one to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Object identification • Accounting principles and procedures technical competencies, including any not
professionalism • Research methodologies and techniques or Business planning or Communication already chosen from the optional list.
Level 2 Level 2 and negotiation (Communication and
• Client care negotiation must be taken to Level 3) * If Valuation is taken to Level 3 the
• Valuation (or Level 3*)
• Auctioneering optional requirements are;
• Communication and negotiation Level 1
• Health and safety • Capital taxation  Two to Level 3 and one to Level 2
• Auctioneering
• Conservation and restoration plus two to Level 2 from the full list
Level 1
• Insurance of technical competencies
• Accounting principles and procedures
• Purchase and sale
• Business planning
• Conflict avoidance, management and
dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 34

Competency requirements by pathway 1 2 3 4

Planning and Development

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 3 Plus, one to Level 3 or two to Level 2 from
• Ethics, Rules of Conduct and • Development appraisals • Access and rights over land the full list of technical competencies, including
professionalism • Planning and development management any not already chosen from the optional list.
• BIM management
Level 2 or Spatial planning policy and • Cadastre and land administration
• Client care infrastructure * If Valuation is taken to Level 3 the
• Compulsory purchase and compensation
Level 2 requirements are as follows;
• Communication and negotiation • Contaminated land
• Health and safety • Legal/regulatory compliance • Design and specification  From the optional list, you must select
• Valuation (or Level 3*) one to Level 3 and one to Level 2
Level 1 • Development/project briefs
• Accounting principles and procedures Level 1 • Economic development plus
• Business planning • Measurement • Environmental assessment one to Level 3 or two to Level 2 from
• Conflict avoidance, management and • Surveying and mapping • Housing strategy and provision the full list of technical competencies
dispute resolution procedures • Leasing and letting
• Data management • Management and regeneration of
• Diversity, inclusion and teamworking the built environment
• Inclusive environments • Masterplanning and urban design
• Sustainability • Measurement
• Planning and development management or
Spatial planning policy and infrastructure
(whichever is not selected as a core
competency)
• Project finance
• Purchase and sale
• Risk management
• Strategic real estate consultancy
• Surveying and mapping
• Sustainability

RICS Requirements and Competencies guide 35

Competency requirements by pathway 1 2 3 4

Project Management
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 One to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Contract practice • Accounting principles and procedures technical competencies, including any not
professionalism • Development/project briefs or Communication and negotiation (must already chosen from the optional list.
Level 2 • Leading projects, people and teams be taken to Level 3) or Conflict avoidance,
• Client care • Managing projects management and dispute resolution
procedures or Sustainability
• Communication and negotiation • Programming and planning
• BIM management
• Health and safety Level 2
• Commercial management
Level 1 • Construction technology and
• Consultancy Services
• Accounting principles and procedures environmental services
• Contract administration
• Business planning • Procurement and tendering
• Development appraisals
• Conflict avoidance, management and • Project finance
• Legal/regulatory compliance
dispute resolution procedures
• Maintenance management
• Data management
• Performance management
• Diversity, inclusion and teamworking
• Purchase and sale
• Inclusive environments
• Stakeholder management
• Sustainability
• Supplier management
• Works progress and quality management

RICS Requirements and Competencies guide 36

Competency requirements by pathway 1 2 3 4

Property finance and investment

Mandatory competencies Core competencies Optional competencies

Level 3 Three to Level 3 and one to Level 2 One to Level 3 and one to Level 2 Plus, one to Level 2 from the full list of
• Ethics, Rules of Conduct and • Financial modelling • Accounting principles and procedures technical competencies, including any not
professionalism • Inspection already chosen from the optional list.
• Capital taxation
Level 2 • Investment management (including fund • Corporate finance
• Client care and portfolio management) • Development appraisals
• Communication and negotiation • Property finance and funding • Indirect investment vehicles
• Health and safety Level 1 • Landlord and tenant
Level 1 • Valuation • Leasing and letting
• Accounting principles and procedures • Local taxation/assessment
• Business planning • Property management
• Conflict avoidance, management and • Purchase and sale
dispute resolution procedures • Research methodologies and techniques
• Data management • Strategic real estate consultancy
• Diversity, inclusion and teamworking • Valuation
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 37

Competency requirements by pathway 1 2 3 4

Quantity Surveying and Construction

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2

* Candidates working in a commercial
• Ethics, Rules of Conduct and • Commercial management (of • Capital allowances
or contracting environment will likely
professionalism construction works) or Design • Commercial management (of construction choose Commercial management
Level 2 economics and cost planning* works) or Design economics and cost to Level 3.
• Client care • Construction technology and planning (whichever is not selected as
environmental services Candidates working in a consulting
• Communication and negotiation core competency)
environment within either the public
• Contract practice • Conflict avoidance, management and or private sector will likely choose
• Health and safety
• Procurement and tendering dispute resolution procedures or Design economics and cost planning
Level 1
• Project finance (control and reporting) Sustainability to Level 3.
• Accounting principles and procedures
• Quantification and costing • Contract administration
• Business planning
(of construction works) • Corporate recovery and insolvency
• Conflict avoidance, management and
• Due diligence
dispute resolution procedures
• Insurance
• Data management
• Programming and planning
• Diversity, inclusion and teamworking
• Project feasibility analysis
• Inclusive environments
• Risk management
• Sustainability

RICS Requirements and Competencies guide 38

Competency requirements by pathway 1 2 3 4

Research
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Five to Level 1 from the core and/or optional Plus, one to Level 2 and two to Level 1 from
• Ethics, Rules of Conduct and • Client care competency lists for your chosen pathway. the full list of technical competencies.
professionalism • Data management
Level 2 • Research methodologies and techniques Candidates must demonstrate competence
• Client care in research that is applied to the delivery
of solutions to a wide range of projects,
• Communication and negotiation
employing a range of approaches and
• Health and safety relating to a number of locations. The
Level 1 research must be relevant to the chosen
• Accounting principles and procedures pathway.
• Business planning
• Conflict avoidance, management and
dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 39

Competency requirements by pathway 1 2 3 4

Residential
Mandatory competencies Core competencies Optional competencies

Level 3 Two to Level 3 and two to Level 2 of Two to Level 3 and one to Level 2, including Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and which candidates must select Inspection, any not already chosen from the core list. competencies, including any not already chosen
professionalism Measurement and Valuation to at least • Auctioneering from the core and optional lists.
Level 2
Level 2 • Capital taxation
• Client care • Building pathology • Compulsory purchase and compensation
• Communication and negotiation • Housing maintenance, repairs and • Conflict avoidance, management and
improvements dispute resolution procedures or
• Health and safety
• Housing management and policy Sustainability
Level 1
• Housing strategy and provision • Data management
• Accounting principles and procedures
• Inspection • Development appraisals
• Business planning
• Leasing and letting • Environmental assessment
• Conflict avoidance, management and
• Legal/regulatory compliance • Indirect investment vehicles
dispute resolution procedures
• Market appraisal • Investment management (including fund
• Data management
• Measurement and portfolio management)
• Diversity, inclusion and teamworking
• Property management • Land use and diversification
• Inclusive environments
• Purchase and sale • Landlord and tenant
• Sustainability
• Valuation • Loan security valuation
• Local taxation/assessments
• Maintenance management
• Planning and development management
• Procurement and tendering
• Property finance and funding
• Risk management
• Spatial planning policy and infrastructure
• Strategic real estate consultancy
• Supplier management

RICS Requirements and Competencies guide 40

Competency requirements by pathway 1 2 3 4

Rural
Mandatory competencies Core competencies Optional competencies

Level 3 One to Level 3 Three to Level 3 and two to Level 2, including Plus, one to Level 3 or two to Level 2 from the
• Ethics, Rules of Conduct and • Agriculture any not already chosen from the core list full list of technical competencies, including any
professionalism • Access and rights over land not already chosen from core and optional lists
• Management of the natural environment
Level 2 and landscape • Agriculture*
• Client care • Property management • Auctioneering * If Agriculture has not been selected as the
• Communication and negotiation • Valuation • Compulsory purchase and compensation one core competency it must be taken as
one of the optional competencies to either
• Health and safety • Forestry and woodland management
Level 2 or 3.
Level 1 • Land use and diversification
• Accounting principles and procedures • Landlord and tenant
• Business planning • Management of the natural environment
• Conflict avoidance, management and and landscape
dispute resolution procedures • Planning and development management
• Data management • Property management
• Diversity, inclusion and teamworking • Purchase and sale
• Inclusive environments • Valuation
• Sustainability

RICS Requirements and Competencies guide 41

Competency requirements by pathway 1 2 3 4

Taxation Allowances
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Two to Level 2

• Ethics, Rules of Conduct and • Accounting principles and procedures • Capital taxation
professionalism • Capital allowances • Contaminated land
Level 2 • Construction technology and • Design economics and cost planning
• Client care environmental services • Development appraisals
• Communication and negotiation • Quantification and costing • Due diligence
• Health and safety (of construction works) • Insurance
Level 1 • Valuation • Property finance and funding
• Accounting principles and procedures Level 2 • Property management
• Business planning • Contract practice • Risk management
• Conflict avoidance, management and • Sustainability
dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 42

Competency requirements by pathway 1 2 3 4

Valuation
Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 Three to Level 3 or two to Level 3 and two to Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Inspection Level 2* competencies, including any not already chosen
professionalism • Accounting principles and procedures from the optional list.
• Valuation
Level 2 or Conflict avoidance, management and
Level 2
• Client care dispute resolution procedures or Data * Candidates planning to specialise in
• Measurement management or Sustainability
• Communication and negotiation Residential survey and valuation
• Auctioneering must choose Building pathology to
• Health and safety
Level 3 as part of their optional
• Building pathology
Level 1 competency requirements.
• Capital taxation
• Accounting principles and procedures Candidates planning to specialise in
• Compulsory purchase and compensation
• Business planning Machinery and business assets must
• Construction technology and
• Conflict avoidance, management and choose two to Level 3 from the following
environmental services list as part of their optional competency
dispute resolution procedures
• Contaminated land requirements:
• Data management
• Corporate recovery and insolvency
• Diversity, inclusion and teamworking • Accounting principles and procedures
• Development appraisals or Conflict avoidance, management
• Inclusive environments
• Indirect investment vehicles and dispute resolution procedures
• Sustainability or Sustainability
• Insurance
• Investment management (including fund • Auctioneering
and portfolio management) • Capital taxation
• Landlord and tenant • Compulsory purchase and
• Leasing and letting compensation
• Legal/regulatory compliance • Corporate recovery and insolvency
• Loan security valuation • Insurance
• Local taxation/assessment • Investment management (including
• Planning and development management fund and portfolio management)

• Property finance and funding • Leasing and letting

• Property management • Legal/regulatory compliance
• Purchase and sale • Local taxation/assessment
• Strategic real estate consultancy • Purchase and sale
• Valuation of businesses and intangible
assets

RICS Requirements and Competencies guide 43

Competency requirements by pathway 1 2 3 4

Valuation of Businesses and Intangible Assets

Mandatory competencies Core competencies Optional competencies

Level 3 Level 3 One to Level 3 or two to Level 2 Plus, one to Level 2 from the full list of technical
• Ethics, Rules of Conduct and • Accounting principles and procedures • Capital allowances competencies, including any not already chosen
professionalism from the optional list.
• Asset identification and assessment • Compulsory purchase and compensation
Level 2 • Valuation of businesses and intangible • Corporate finance
• Client care assets • Corporate recovery and insolvency
• Communication and negotiation • Valuation reporting and research • Purchase and sale
• Health and safety • Taxation
Level 1
• Accounting principles and procedures
• Business planning
• Conflict avoidance, management and
dispute resolution procedures
• Data management
• Diversity, inclusion and teamworking
• Inclusive environments
• Sustainability

RICS Requirements and Competencies guide 44

 Client care
3 – Core

Sustainability
Health and safety

Business planning

Data management
Mandatory

Inclusive environments
dispute resolution procedures
Communication and negotiation
3 – Optional

Diversity, inclusion and teamworking

Conflict avoidance, management and
Accounting principles and procedures
Ethics, Rules of Conduct and professionalism
Environmental
Surveying

Geomatics

RICS Requirements and Competencies guide

Minerals and Waste
Competency list and descriptors

Management

Planning and
Development

Rural

Land and Resources

Personal Property /
Arts and Antiques

Commercial Real Estate

Corporate real estate

Facilities Management

Management
Consultancy

Property Finance and

Investment

Residential
Applicable to all pathways

Valuation

Valuation of Businesses
and Intangible Assets
1

Building Control

Building Surveying
2

Infrastructure

Project Management
3

Quantity Surveying and

Construction
4

Taxation Allowances
45
 Big data
Agriculture
3 – Core

Business case
Auctioneering

Capital taxation
BIM management
Technical

Capital allowances
Building pathology
Asset management

Business alignment
Access and rights over land

Building control inspections

Cadastre and land administration

Asset identification and assessment
3 – Optional

Environmental
Surveying

Geomatics

3
3
3

RICS Requirements and Competencies guide

Minerals and Waste
Competency list and descriptors

Management

Planning and

3
3
3

Development

Rural
3
3
3

Land and Resources

3
3
3
3

Personal Property /

3
3

Arts and Antiques

Commercial Real Estate

3
3
3
3

Corporate real estate

3
3

Facilities Management
3
3
3
3
3

Management
3
3

Consultancy
3 Property Finance and
Investment

Residential
3
3
3

Valuation
3
3
3

Valuation of Businesses
3
3

and Intangible Assets

1

Building Control
3
3
3

Building Surveying
3
3
2

Infrastructure
3
3

Project Management
3
3

Quantity Surveying and

3

Construction
4

Taxation Allowances
3
3

46
Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Change management 3 3 3
Client care 3 3 3 3 3
Commercial management 3 3 3 3
Compulsory purchase and compensation 3 3 3 3 3 3 3 3
Conservation and restoration 3 3 3
Construction technology and environmental
services 3 3 3 3 3 3 3 3
Consultancy services 3 3 3 3 3 3 3
Contaminated land 3 3 3 3 3 3 3 3
Contract administration 3 3 3 3 3 3
Contract practice 3 3 3 3 3 3
Corporate finance 3 3 3
Corporate recovery and insolvency 3 3 3 3 3
Cost prediction and analysis 3
Cross cultural awareness in a global business 3
Design and specification 3 3 3

RICS Requirements and Competencies guide 47

Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Design economics and cost planning 3 3 3
Development appraisals 3 3 3 3 3 3 3 3 3 3 3
Development/project briefs 3 3 3 3 3 3 3
Due diligence 3 3
Economic development 3 3 3
Energy and renewable resources 3 3 3
Engineering surveying 3 3
Engineering science and technology 3
Environmental analysis 3
Environmental assessment 3 3 3 3 3
Environmental audit (and monitoring) 3 3
Environmental management 3 3 3
Environmental science and processes 3
Financial modelling 3
Fire safety 3 3

RICS Requirements and Competencies guide 48

Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Forestry and woodland management 3 3
Geodesy 3 3
GIS 3 3 3
Ground engineering and subsidence 3 3 3
Housing maintenance, repairs and
improvements 3 3
Housing management and policy 3
Housing strategy and provision 3 3
Hydrographic surveying 3 3
Indirect investment vehicles 3 3 3 3
Inspection 3 3 3 3 3 3 3 3 3 3
Investment management 3 3 3 3
Insurance 3 3 3 3 3 3
Land use and diversification 3 3 3 3
Landlord and tenant 3 3 3 3 3 3 3 3 3 3
Leading projects, people and teams 3 3

RICS Requirements and Competencies guide 49

Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Leasing/letting 3 3 3 3 3 3
Legal/regulatory compliance 3 3 3 3 3 3 3 3 3 3 3 3
Loan security valuation 3 3 3
Local taxation/assessment 3 3 3 3 3 3
Maintenance management 3 3 3 3
Management and regeneration of the built
environment 3 3
Management of the natural environment
and landscape 3 3 3 3
Managing projects 3 3 3
Managing resources 3
Market appraisal 3
Masterplanning and urban design 3 3
Measurement 3 3 3 3 3 3 3 3 3 3 3
Minerals management 3 3
Object identification 3
Open data

RICS Requirements and Competencies guide 50

Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Performance management 3 3 3 3
Planning and development management 3 3 3 3 3 3 3 3 3 3
Procurement and tendering 3 3 3 3 3 3 3
Programming and planning 3 3 3 3 3
Project controls 3
Project feasibility analysis 3
Project finance 3 3 3 3 3 3
Property finance and funding 3 3 3 3 3 3
Property management 3 3 3 3 3 3 3 3
Purchase and sale 3 3 3 3 3 3 3 3 3 3
Quantification and costing 3 3 3
Quantification, costing and price analysis 3
Remote sensing and Photogrammetry 3
Research methodologies and techniques 3 3 3
Risk management 3 3 3 3 3 3 3 3 3 3

RICS Requirements and Competencies guide 51

Competency list and descriptors 1 2 3 4

Valuation of Businesses

Quantity Surveying and

Commercial Real Estate

Facilities Management

and Intangible Assets

Property Finance and
Corporate real estate

Project Management

Taxation Allowances
Land and Resources
Minerals and Waste

Personal Property /

Building Surveying
Arts and Antiques

Building Control
Environmental

Infrastructure
Development
Management

Management

Construction
Planning and

Consultancy

Investment

Residential
Geomatics
Surveying

Valuation
Rural
3 – Core 3 – Optional
Smart cities and intelligent buildings 3 3 3
Spatial planning policy and infrastructure 3 3 3
Stakeholder management 3 3 3
Strategic real estate consultancy 3 3 3 3 3 3 3 3 3
Supplier management 3 3 3 3 3
Surveying and mapping 3 3 3 3 3
Surveying land and sea 3
Taxation 3
Use of marine environment 3
Valuation 3 3 3 3 3 3 3 3 3 3 3
Valuation of business and intangible assets 3 3
Valuation reporting and research 3
Waste management 3 3 3 3
Works progress and quality management 3 3 3 3 3
Workspace strategy 3 3 3

RICS Requirements and Competencies guide 52

Competency list and descriptors 1 2 3 4

For each descriptor, candidates will be required, as outlined in the pathway requirements, to demonstrate competency in terms of knowledge, understanding, its application and an ability to give reasoned
advice or undertake action.
For each mandatory competency descriptor, please refer to section two of this document.
Technical competency descriptors for the area of practice, including examples of the likely skills, knowledge and experience required to demonstrate a competency at Levels 1, 2 and 3 are included in each
individual pathway guide.

Access and rights over land

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the legislation Provide evidence of identifying and understanding the Provide evidence of reasoned advice, undertake valuations on,
and/or framework for acquiring sites or access for the provision appropriate routing for lines, cables and other third-party and write reports in relation to, all matters relating to provision
of power, water, pipelines, other third-party or communications infrastructure. This should include associated environmental of power, water, pipelines, other third-party or communications
infrastructure and other temporary uses. This should include assessment, undertaking inspections, and evaluating and infrastructure.
the methodology and techniques used in valuation for these negotiating payments for their use or acquisition.
purposes.

Agriculture
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles, Demonstrate application of the principles and systems of Provide evidence of reasoned advice given to stakeholders
characteristics and organisation of agriculture according to practical farming methods. This includes the requirements and on the management and practical application of appropriate
different geographical, soil and climatic conditions. characteristics of yields; current market prices of agricultural methods and requirements of farming.
produce and livestock; costs of production; farm business
management and the utilisation and cost of farm buildings.

Asset identification and assessment

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the identification Apply your knowledge and understanding of what constitutes Provide evidence of reasoned advice on complex asset
and assessment of assets within your area of practice. assets, the nature and character of the asset and different forms identification issues, the nature of assets, liability or asset to be
of ownership. valued.

RICS Requirements and Competencies guide 53

Competency list and descriptors 1 2 3 4

Asset management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the aims, Apply your knowledge to the processes and activities necessary Provide evidence of reasoned advice, based upon the knowledge
objectives, strategies and processes of managing assets. including systematic record keeping, developing strategies of and experience gained, in order to improve decision-making in
planned maintenance, repair and replacement and managing asset management.
information systems.

Auctioneering
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the basic Provide evidence of the practical application of your knowledge Provide evidence of reasoned advice based on a thorough
principles and legal obligations of auction. This should include to the preparation for the sale of property at auction and working knowledge and experience of the auction process,
preparation for, and procedures prior to or during, an auction. procedures prior to or during an auction. including experience of selling at auction.

Big data
Level 1 Level 2 Level 3
Demonstrate knowledge and awareness of the principles of Demonstrate an understanding of the techniques and the tools Provide evidence of design and implementation of big data
big data processing, the range of available sources of big data, required for the maintenance of data quality, data hygiene and analysis using algorithms to handle data sets in a scientific
data dynamics and a critical appreciation of the latest big data the statistical modelling, analysis and visual data interrogation of computing environment for the analysis of big data.
research issues. big data sets.

Building information modelling (BIM) management

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the technical, Develop and apply management systems to facilitate the use Show how the knowledge and experience gained in this
process and collaborative aspects of the use of BIM. of BIM on projects, including unified control and reporting competency has been applied to advising clients and/or senior
procedures. management on BIM strategy.

RICS Requirements and Competencies guide 54

Competency list and descriptors 1 2 3 4

Building control inspections

Level 1 Level 2 Level 3
How to undertake building inspections at stages of work in Demonstrate the ability to observe, assess and take authoritative Demonstrate the application of specialist knowledge to the
progress in order to assess compliance with building legislation. action in respect of contraventions of building legislation on site. resolution of complex problems and contraventions of building
legislation; demonstrate understanding of collapse of structures
and measures necessary to ensure public safety.

Building pathology
Level 1 Level 2 Level 3
Demonstrate your knowledge and understanding of building Apply your knowledge to undertake surveys, use survey and Give reasoned advice and appropriate recommendations,
defects. other information to diagnose cause and mechanisms of failure. including the preparation and presentation of reports.

Business alignment
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how the Provide evidence of the practical application that allows a closer Provide evidence of reasoned advice of developing appropriate
business’s core drivers impact on property provision and vice working relationship between business functions and corporate strategies to develop and align real estate portfolio and
versa. real estate solutions. workplace strategies with those of the business.

Business case
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of business cases Provide evidence of the practical application of the business Provide evidence of advising on the preparation and
and their application in corporate real estate. case. presentation of business cases for a variety of purposes.

RICS Requirements and Competencies guide 55

Competency list and descriptors 1 2 3 4

Cadastre and land administration

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of field and office Apply your knowledge of the principles of land registration, land Provide evidence of reasoned advice, and fully understand the
procedures for boundary and/or cadastral surveys appropriate management, administration and legislation related to rights role and responsibility of an expert witness, on the resolution of
to your national and/or international location. Understand in real estate internationally and nationally. Understand the disputes by litigation and alternative procedures.
legal and physical boundaries and provide examples of these. relationship between the surveyor, client and legal profession
Understand the principles of land management. and preparation of evidence for the legal process.

Capital allowances
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of capital Apply knowledge of capital allowances and grants, including the Provide evidence of giving reasoned advice; preparing claims;
allowances and grants. ability to use source documents necessary to prepare taxation making applications for grants; preparing and presenting reports
allowances analyses. to clients; and corresponding and negotiating with the relevant
government and other authorities.

Capital taxation
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the relevant Undertake valuations and negotiations for a variety of different Provide evidence of reasoned advice to stakeholders (to include
provisions for capital taxation of real estate, equipment and/or property/asset types using different valuation methods for the senior management within your organisation, clients and courts/
other property/assets in your area of taxation. purposes of capital taxation in your area of taxation. tribunal members) in respect of specific cases and/or other
capital taxation issues in your area of taxation.

Change management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of change Provide evidence of practical involvement with change Provide evidence of advising on the development and
management and its application in real estate. management projects. implementation of strategies for change.

RICS Requirements and Competencies guide 56

Competency list and descriptors 1 2 3 4

Commercial management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge to the financial management of projects, Monitor, report and advise on project cashflows and profitability.
the management of projects. including regular monitoring and reporting on cashflow Evaluate and advise on the financial implications and appropriate
and profitability. management actions.

Compulsory purchase and compensation

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the powers Assist in the preparation of the various stages involved in the Provide evidence of reasoned advice in relation to the validity
and procedures of government and other bodies in relation to process and negotiations in relation to compulsory purchase and level of a claim for compensation, using a variety of
the compulsory purchase and compensation. This covers legal including the estimation and settlement of compensation claims. valuation methodologies appropriate for the circumstances of
interests in real estate and of the rights of owners, occupiers and the claim. Take an active role in the negotiation and settlement
the impacts on third-party affected by works or developments of claims, using a variety of bases of statutory and other
associated with compulsory purchase. valuation methodologies. Provide reasoned advice on the role of
compulsory purchase in facilitating planning and regeneration
initiatives.

Conservation and restoration

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles, Undertake inspections or object identification to identify all the Provide evidence of reasoned advice on the conservation,
techniques and methods applied to conservation and relevant factors that may affect the conservation or restoration restoration of or managing conservation or restoration process
restoration. of the subject matter. of the subject property.

Construction technology and environmental services

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge to the design and construction processes. Advise on the selection and application of particular processes
design and construction relating to your chosen field of practice. within your area of experience. This should include liaison with
specialists and consultants to develop project-specific design
and construction solutions.

RICS Requirements and Competencies guide 57

Competency list and descriptors 1 2 3 4

Consultancy services
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the procurement Apply your knowledge of the provision of consultancy services. Give reasoned advice, prepare and present consultancy reports,
and execution of advisory and strategic consultancy services. together with relevant analysis to clients.

Contaminated land
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how land Prepare a brief and/or specification for the appointment of a Supervise a site investigation, interpret the results of laboratory
becomes contaminated through human activities and natural specialist(s) to undertake a site investigation. analyses and make recommendations as to remedial treatments.
occurrences. Clearly illustrate the implications of contamination
for real estate valuation, development and management.

Contract administration
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the contractual, Implement administrative procedures necessary for the smooth Advise on the administrative procedures necessary for the
legislative and statutory terminology/requirements of a running of a construction contract. smooth running of a construction contract including document
construction contract. control techniques and systems, meetings and reporting
procedures.

Contract practice
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the various forms Apply your knowledge of the use of the various standard forms Provide evidence of reasoned advice, prepare and present
of contract used in the construction industry and/or your area of contract at project level, including the implications and reports on the selection of the appropriate form of contract
of business. obligations that apply to the parties to the contract. and warranties for your chosen procurement route. This should
include advising on the most appropriate contractual procedure
at the various stages of a construction or other contract.

RICS Requirements and Competencies guide 58

Competency list and descriptors 1 2 3 4

Corporate finance
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply your knowledge and understanding to assist in advising Give reasoned advice on the effects of different corporate
and practices underlying the structuring and financing of corporate organisations on the capital structure options relating financing techniques and structures on real estate (or plant
corporate transactions, with particular reference to the role of to both occupational and surplus real estate. This should include and machinery) holdings in a corporate context. This should
real estate within these transactions. the calculation and modelling of the cost of capital, plus a include impacts on accounts and contributions to both merger
working knowledge of the regulatory framework within which the and acquisition activity, as well as general corporate financing/
corporate finance marketplace operates. restructuring transactions.

Corporate recovery and insolvency

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the role of Demonstrate an understanding of the various types of Provide evidence of reasoned advice, prepare and present
the Chartered Surveyor in corporate recovery and insolvency appointment that can be made to administer/manage the affairs reports on the property assets of insolvent companies and
situations. of insolvent and potentially insolvent companies and individuals. individuals and/or in the administration of Fixed Charge
Receivership appointments.

Cost prediction and analysis

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the main Apply the knowledge to the cost management of design Give strategic and reasoned advice, including the preparation
factors that affect design economics over the life of the asset. development and the whole life cycle. Prepare and submit cost and presentation of reports with reference to cost, time, quality,
Demonstrate knowledge and understanding of how cost data to in-house and/or external data collection agencies. logistics and methodology. Advise on various market factors and
benchmarking and cost planning assists in the financial control trends in costs. Comment on accuracy and risk.
of projects from inception to the commitment to proceed.

RICS Requirements and Competencies guide 59

Competency list and descriptors 1 2 3 4

Cross cultural awareness in a global business

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the way business Apply your knowledge to different business skills, including Provide evidence of reasoned advice to clients and senior
is undertaken in different cultures, including the differing drivers, client liaison, team-working, leadership, negotiation and management on strategies and tactics for dealing with cultural
ethos, etiquette and assumptions prevalent in global business. communication. issues in global business in order to ensure effective corporate
and project performance.

Design and specification

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the design Prepare designs and specifications, including at outline and Prepare the full design and specification for the project.
process and the scope and content of related documentation. detail levels.

Design economics and cost planning

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the main factors Apply your knowledge to the cost management of design Give strategic and reasoned advice, including the preparation
that affect design economics over the whole life of a building. development on a project from feasibility to design completion. and presentation of reports with reference to cost, time, quality
Demonstrate knowledge and understanding of how cost planning Prepare and submit cost data to in-house and/or external data and buildability. Advise on various market factors and trends in
assists in the financial control of projects during the design collection agencies. construction costs. Comment on accuracy and risk.
development stage.

Development appraisals
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Identify, select, assemble and analyse data relevant to carrying Interpret and provide evidence of reasoned advice on
and practices underlying a valid development appraisal. out development appraisals. Undertake appraisals using relevant development appraisals and further opportunities.
techniques and methodology and identify possible sources of
development funding.

RICS Requirements and Competencies guide 60

Competency list and descriptors 1 2 3 4

Development/project briefs
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the information Apply your knowledge to identify, select, assemble and analyse Apply information in the preparation and presentation of
required to prepare a development brief or project brief. information relevant to the preparation of development briefs or development briefs or detailed design briefs, or parts thereof.
outline project briefs.

Due diligence
Level 1 Level 2 Level 3
Demonstrate knowledge of the techniques used for cost, quality Apply your knowledge of cost, quality and time related forensic Provide evidence of reasoned advice and report to clients on
and time related forensic examination in your area of practice. examination in your area of practice. cost, quality and time related forensic examination in your area of
practice.

Economic development
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Identify and fully understand the organisational processes and Undertake initial feasibility studies and analysis as a preliminary
and practices underlying sound economic development mechanisms involved in implementing economic development to advising clients on appropriate economic development
policies in the context of international, national, regional and policies, and their impact on urban regeneration, property strategies.
local economic issues. This should include inward investment development and infrastructure provision.
strategies and urban regeneration strategies.

Energy and renewable resources

Level 1 Level 2 Level 3
Demonstrate a broad appreciation of energy and renewable Demonstrate experience of the economic and technical viability Demonstrate practical competence in providing reasoned advice
resources of energy. Undertake inspections of energy and and monitoring of energy and renewable energy facilities. to clients in a wide range of services relating to the energy and
renewable energy facilities. renewable resources sector. Be responsible for the preparation
of formal reports and advice under proper supervision.
Demonstrate a thorough knowledge of the sector.

RICS Requirements and Competencies guide 61

Competency list and descriptors 1 2 3 4

Engineering science and technology

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply the knowledge to an understanding of the systems, Advise on the selection and application of particular processes
of the design, methodology, logistics and construction in the components, timing, methodologies and logistics of the within the area of experience. This should include liaison with
chosen field of practice. construction of infrastructure projects in the chosen field of specialists and consultants to develop project-specific design
practice. and construction solutions.

Engineering surveying
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply the knowledge to an understanding of the systems, Advise on the selection and application of particular processes
of the design, methodology, logistics and construction in the components, timing, methodologies and logistics of the within the area of experience. This should include liaison with
chosen field of practice. construction of infrastructure projects in the chosen field of specialists and consultants to develop project-specific design
practice. and construction solutions.

Environmental analysis
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of best practice Determine an appropriate analytical scope, taking account of Interpret laboratory results and make recommendations as to
in environmental laboratories, including accreditation present and historic site activities, environmental setting and further analytical requirements and/or other actions that may be
requirements and criteria. proposed uses. needed.

Environmental assessments
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of appropriate Apply in practice your understanding of environmental Provide evidence of reasoned advice including the preparation
environmental assessment concepts, processes and systems. assessment and the requirements for compliance, including and production of reports based on appropriate environmental
This should include responsibilities imposed by law, codes undertaking an environmental assessment. assessments.
of practice and other regulations relating to environmental
assessment.

RICS Requirements and Competencies guide 62

Competency list and descriptors 1 2 3 4

Environmental audit (and monitoring)

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of appropriate Apply in practice your understanding of environmental auditing Provide evidence of reasoned advice including the preparation
environmental auditing concepts, processes, systems and the and monitoring, as appropriate. and production of reports of appropriate environmental audits.
role of the environmental audit in environmental monitoring.

Environmental management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of appropriate Apply your understanding of appropriate environmental Give reasoned advice on appropriate environmental management
environmental management concepts, processes and systems. management and environmental land management concepts, and environmental land management concepts, processes and
processes and systems. systems.

Environmental science and processes

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the Interpret specialist reports and/or specifications in order Where appropriate, apply your own understanding of
environmental sciences, with particular references to the impact to advise on possible present and future environmental environmental science and processes, or specify works and
of human activities on the natural & built environment and implications. materials, including design detailing, to ensure achievement of
human health, including ecology soil, water and air. environmental objectives.

Financial modelling
Level 1 Level 2 Level 3
Demonstrate a basic understanding of the main financial Apply your knowledge to produce bespoke financial models Use financial models to provide detailed reasoned advice on the
modelling software packages and how these may be used to including full property analysis and cash flows from base performance of investment and development scenarios. Carry
create a financial model which illustrates the risk and returns information reflecting the individual investment or development out a full sensitivity analysis taking into account a range of inputs
available in a development and investment scenario. characteristics. and assumptions. Be able to segregate performance between
senior debt and equity returns using the model to illustrate this.

RICS Requirements and Competencies guide 63

Competency list and descriptors 1 2 3 4

Fire safety
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the Demonstrate knowledge and understanding of the combustion Provide research advice to clients or other bodies on the
consequences of fire in a building, how it is modified by the process; the physics and chemistry of fire; the physiological and requirements for fire safety engineering, including strategy.
enclosure and how the impact may be controlled. Apply fire psychological effects of fire; and the ability to assess means of Represent clients to statutory bodies in preparing, agreeing and
safety principles to practical situations so as to minimise the risk escape systems according to circumstance, including fire safety defending a fire safety strategy.
from fire to personal injury or death, physical loss and adverse management systems.
environmental impact.

Forestry and woodland management

Level 1 Level 2 Level 3
Demonstrate the ability to describe the silvicultural Demonstrate the ability to apply your understanding of Demonstrate experience of the economics and financial
requirements, and the tree identification and silvicultural silviculture to the establishment and management of different implications of various types of forest and woodland systems;
characteristics, of the main commercial and amenity species. forest and woodland systems. Demonstrate an understanding preparation and submission of forest and woodland grant
Demonstrate knowledge and understanding of current grant of the practice of silviculture from seed through establishment scheme applications; calculation of timber yields, forecasting,
regimes, product sale options, value added opportunities, prices of crops, through to thinning and harvesting. Demonstrate an and use of plans and recording systems; carrying out valuation
and markets. understanding of current forestry policy and its impact on grant of trees and stands of timber; and drawing up of thinning and
regimes. harvest programmes.

Geodesy
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge in practice, specify and plan surveys and Provide evidence of reasoned advice on advanced practice and
geodesy, Global Navigation Satellite Systems, global/regional/ instrumentation needs, including error sources and ‘fitness for planning. Use advanced software and carry out adjustments and
national geodetic reference systems, geoids, datums and purpose’ of data. Use industry standard software and apply analysis. Advise on client specifications and final product needs.
projections. network adjustments and/or transformations.

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Competency list and descriptors 1 2 3 4

GIS (Geographical Information Systems)

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge and assess data quality; define and use Assess clients’ needs and advise them accordingly. Define
geographic information science and systems, including industry appropriate input and data transfer methods; analyse data and specifications including data and process modelling, customise
standard GIS, data structures, types and their applications, and prepare databases; identify digital data sources and assess systems, carry out advanced spatial analyses, and manage data
of appropriate capture and output systems. ‘fitness for use’. Apply your knowledge of national and international and observe data standards.
data standards.

Ground engineering and subsidence

Level 1 Level 2 Level 3
Undertake appropriate investigations including site inspection to Collate, analyse and interpret information gathered after Provide evidence of reasoned advice, prepare and present
research site history and geology. initial research. reports.

Housing maintenance, repairs and improvements

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the roles Apply your knowledge to assess the condition of housing, Advise on obtaining funding and prepare contracts in relation to
of owners, occupiers, providers and local authorities in prepare reports and cost estimates. the work programmes. Assess and advise on residents’ needs.
the maintenance, repair and improvement of housing. Manage work in progress and payments. Demonstrate and apply
Demonstrate knowledge of funding methods available, legislative your understanding of defect liability and dispute resolution
requirements, and property-related health and safety issues. procedures.

Housing management and policy

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the legislation Apply your knowledge to day-to-day housing management Provide evidence of reasoned advice including the preparation
and statutory regulations that are relevant to the management functions, including the implementation of tenancy conditions, and presentation of reports relating to the formulation and
of housing. leases or licences, relevant legislation and statutory guidance. implementation of housing management policy and good
practice.

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Housing strategy and provision

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the various methods Apply your knowledge to identify and respond to housing needs. Provide evidence of reasoned advice and contribute to the
used to assess and identify overall housing needs, including the This should include house types, tenures, funding, planning, and formulation and implementation of a housing strategy to meet
options available for housing providers to meet these housing needs. other statutory or non-statutory considerations. identified housing needs.

Hydrographic surveying
Level 1 Level 2 Level 3
Demonstrate a working knowledge and understanding of the Plan the conduct of marine surveys, including taking into account Assess the client’s needs and define specifications, tenders and/
principles and limitations of hydrographic survey. Conduct safety issues. Specify appropriate instrumentation and ensure or contracts. Manage marine surveys. Analyse the data collected
measurements in the marine environment. correct calibration. Understand the principles of geodesy on and use it to prepare reports and briefings. Be conversant with
a local and international basis, and its application in a marine the International Law of the Sea and/or maritime boundaries.
environment. Fully understand the principles, application
and limitations of navigation, geophysical and marine survey
instrumentation and software.

Indirect investment vehicles

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply your knowledge to identify which structures might suit Assist in the analysis and preparation of reasoned advice covering
of indirect investment including the different structures and an investor or lender in any given scenario. Understand the the benefits or otherwise of indirect investment. Participate
instruments relating to the ownership and funding of real estate. management and risk issues that may differ from a more direct in the establishment and management of such vehicles and
form of investment. Gain an appreciation of how investing demonstrate an understanding of how these vehicles impact the
indirectly can assist portfolio risk and return management. larger direct market.

Inspection
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the different Undertake inspections and apply the information gained to Provide evidence of reasoned advice and recommendations
requirements for inspection, together with the required prepare reports, schedules and/or registers of equipment, arising from inspections.
information and factors affecting the approach to an inspection. presenting appropriate information gained from the inspection.

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Insurance
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply your knowledge and/or be involved with the insurance of Demonstrate a thorough understanding of the regulations and
and practices of insurance in relation to your area of practice. matters in relation to your area of practice. practice governing insurance matters.

Investment management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply the principles of managing property as a financial Provide evidence of reasoned and strategic advice on property
financial investment in property. investment. as a financial investment, including the preparation and
presentation of reports.

Land use and diversification

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how a variety of Apply your knowledge to recognise and evaluate the economic, Provide evidence of reasoned advice, write reports and
land uses, policies and options for diversification have an impact social and environmental needs of different land uses and undertake the management of land use and, where appropriate,
on real estate and business. options for diversification in relation to location and markets. diversification and related projects.

Landlord and tenant

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the law and Apply the principles of the law and practice relating to landlord Provide evidence of reasoned advice, prepare and present
practice relating to landlord and tenant. and tenant. Carry out relevant negotiations to provide solutions reports on the law and practice relating to landlord and tenant.
to issues affecting both owners and occupiers of real estate. Apply your knowledge to assist in undertaking relevant dispute
resolution procedures.

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Leading projects, people and teams

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the characteristics Provide evidence of application of your role as a team and Provide evidence of how you have intervened to improve the
and behaviour required to lead and manage teams. project leader and manager. performance of people and teams.

Leasing and letting

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how various Apply your knowledge and skills to the leasing/letting of all Provide evidence of reasoned advice and report to clients on all
types of property are let (or a similar interest is acquired for a types of property and demonstrate practical experience of the types of leasing or letting transactions. Demonstrate the ability to
client) and the different types of interests that may be placed on associated decision-making process, marketing, reporting and see complex cases through from start to finish with appropriate
the market. Demonstrate an understanding of the economics completion of the transaction. Demonstrate knowledge and assistance. Be able to provide clients with a holistic view of
of the market for such interests and the appropriate legal understanding of other forms of property transaction, and of the the entire transactional market, and advise them clearly and
frameworks. reasons supporting the decision to proceed along the chosen appropriately, not only on the letting or leasing market, but also
leasing or letting route. on other areas.

Legal/regulatory compliance
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of any legal/ Apply your knowledge to comply with legal/regulatory Provide evidence of reasoned advice, prepare and present
regulatory compliance requirements in relation to your area of requirements in specific situations within your area of practice. reports on legal/regulatory compliance requirements in relation
practice. to your area of practice.

Loan security valuation

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the financial Demonstrate practical competence in undertaking valuation Provide evidence of complex reasoned quantitative valuation
market and how this is supported by valuation advice, including for the purpose of loan security using appropriate techniques, advice to client in the form of compliant valuation reports.
trading assets and loan security, the relevant valuation standards including the application of the relevant valuation standards (Red For example: SWOT analysis, commenting on loan terms,
(Red Book) and relevant negligence case law, due diligence Book) to valuation, incorporating lenders’ specific requirements commenting on future performance of the investment and
relevant to loan security valuation, particularly conflict of into a valuation, and appropriate research into factors affecting commenting on the influences of the wider market.
interest, and risk management in property lending decisions. risk in loan security valuation.

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Local taxation/assessment
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the provisions Undertake valuations and negotiations for a variety of different Provide evidence of reasoned advice to stakeholders (including
for taxation of real estate, plant and machinery and/or other property types using different valuation methods for the senior management within your organisation, clients and courts/
property types at a local/municipal level. purposes of local/municipal taxation. tribunal members) in respect of specific cases and/or other local
taxation issues.

Maintenance management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the maintenance Manage and keep up-to-date maintenance information to Provide evidence of reasoned advice, write and present reports
requirements of buildings, structures and other real estate. determine and implement operational maintenance policies. on maintenance management.

Management and regeneration of the built environment

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the importance Apply your knowledge of sustainable management of the built Provide evidence of reasoned advice, write reports and negotiate
of sustainable management of the built environment as part of environment as part of the planning and regeneration process. on all matters relating to sustainable management of the built
the planning and regeneration process. Demonstrate an understanding of the roles played by public, environment as part of the urban planning and regeneration
private and not-for-profit sectors. process. This should include the roles played by public, private
and not-for-profit sectors.

Management of the natural environment and landscape

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the importance Apply your knowledge of nature conservation and landscape in Provide evidence of reasoned advice, write reports and negotiate
and role of nature conservation and the landscape in real estate, the management of real estate and development. on all matters relating to nature conservation and landscape.
business management and development.

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Managing projects
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of all the stages Apply the principles of the project life-cycle process including Provide evidence of reasoned advice to the client on the detailed
of a project life-cycle including the feasibility study process, the the implementation of management procedures necessary for procedures associated with the project life-cycle, including
tools and techniques associated with project controls, and the the smooth running of a project life-cycle/whole life costing and strategies and procedures to analyse, predict and control time
essential requirements of a project audit/closeout report. risk assessment. and cost on projects.

Market appraisal
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the purposes Demonstrate practical competence in undertaking both sale Preparation of client reports based on interpretation of
for which market appraisals are undertaken; the relevant and rental market appraisals and detailed involvement with the locational market trends, knowledge of investment proposals
appraisal methods and techniques; the appropriate standards preparation and presentation of client reports. Demonstrate in the site location, and advice on the likely availability and
and guidance and, in particular, the limitations of such market your ability to use appraisal methods and techniques. Show conditionality of finance for the local market for both the
appraisal advice. how the relevant appraisal standards and guidance have been construction period and for prospective future customers.
applied.

Masterplanning and urban design

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the information Apply your knowledge to identify, select, assemble and analyse Apply information and skills in the preparation and presentation
required to prepare masterplans and urban design strategies information relevant to the preparation of masterplans and of masterplans and urban design strategies and schemes and/or
and schemes. urban design strategies and schemes. detailed parts thereof.

Measurement
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply your knowledge to undertake measurement. Use basic Evaluate, present, manage, analyse data and/or apply spatial
and limitations of measurement relevant to your area of practice. and/or advanced instrumentation to collect data. Present data and information. Show an advanced understanding of
appropriate information gained from measurement. accuracy, precision and error sources.

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Minerals management
Level 1 Level 2 Level 3
Demonstrate a broad appreciation of geology, exploration Analyse site investigations and interpret results. Demonstrate Design, give advice on, and/or manage minerals exploitation
techniques (including site investigation), and surface and/or an appreciation of the economic and technical viability and/or schemes, their implementation and/or property interests
underground mining methods. management of minerals extraction and restoration. therein.

Object identification
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the object Apply your knowledge of object identification. Demonstrate the ability to give reasoned advice based on your
identification checklist, including the characteristics to be assessments of objects.
observed, to be able to complete an object identification.

Open data
Level 1 Level 2 Level 3
Demonstrate knowledge and awareness of open data sources Apply your knowledge to the collection, storage and Provide evidence of the application and implementation of open
and formats, the benefits and risks and opportunities of open management of open data, demonstrating the achievement of data in a project that combines complex data sets to deliver a
data and the current open data technology landscape and policy data quality, data hygiene and data security. unified set for analysis.
debates.

Performance management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of performance Apply your knowledge and understanding of performance Provide evidence of reasoned advice on the organisational
management approaches and methodologies. management within a business context. requirements of performance management and show evidence
of performance metric tracking across CRE services and
capabilities.

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Planning and development management

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the key principles Apply your knowledge to identify, select, assemble and analyse Apply information and reasoned advice in the preparation,
and processes used to determine both the need for planning information relevant to the preparation or determination of presentation and/or negotiation of planning application and/or
consent and the procedures involved in obtaining appropriate appropriate planning applications. appeals documentation.
planning permission.

Procurement and tendering

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the main types of Apply your knowledge to the implementation of the procurement Give reasoned advice on the appropriateness of various
procurement. Demonstrate knowledge and understanding of the routes selected for your projects and to carrying out tendering procurement routes. Manage the tendering and negotiation
tendering and negotiation processes involved in procurement. and negotiation processes relevant to them. process and present reports on the outcome.

Programming and planning

Level 1 Level 2 Level 3
Describe the principles of financial and programme monitoring Assess, interpret and report on the programme control of Provide evidence of reasoned advice on, or implement the
of projects, including planning techniques such as Gantt charts projects. principles of, executive programme control of projects. Your
etc. Demonstrate knowledge and understanding of the various advice should demonstrate a good understanding of planning
types of programmes and schedules commonly used on techniques (pert diagrams, network analysis/ critical path
projects. method).

Project controls
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the tools and Apply your knowledge of how to interpret, analyse and report Provide proof of how you advise on strategies and procedures
techniques associated with project controls, including work upon data produced by project control techniques to facilitate to analyse, predict and control time and cost on infrastructure
breakdown structures, Earned Value Management, productivity both forensic and predictive decision-making. projects.
and resource analysis and programming.

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Project feasibility analysis

Level 1 Level 2 Level 3
Describe the feasibility study process, including the financial and Apply the techniques used in value management/value Initiate and monitor a feasibility study. Advise on the economics
town planning aspects associated with a development appraisal. engineering, life cycle/ whole life costing and risk assessment, of design, on the use of value management and value
together with a balance sheet analysis. engineering techniques and on how to undertake a full risk and
balance sheet analysis.

Project finance
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the effective Apply your knowledge to the management of project costs. This Advise on strategies and procedures to control predicted
control of costs during a project. Demonstrate understanding of should include the preparation and presentation of financial expenditure in line with a budget.
the legal and contractual constraints and the effect of time and reports on the performance of a project at appropriate intervals, Candidates for the Infrastructure pathway should provide
quality on the cost of a project. to provide effective forecasting of costs, risks and their financial evidence of reasoned advice to clients and senior management on
Within the context of the Infrastructure pathway, this implications. strategies and tactics for dealing with funding and finance issues
competency is about the funding sources and the principal forms Within the Infrastructure pathway, candidates must apply their on infrastructure projects.
of investment finance in infrastructure projects. . knowledge to identify the factors that affect the ability to obtain
finance to fund an infrastructure project and the use of project
finance evaluation techniques on infrastructure projects.

Property finance and funding

Level 1 Level 2 Level 3
This competency focuses on the candidate’s understanding of Demonstrate knowledge and understanding of the role and Provide evidence of reasoned advice on maximising the viability
the range of finance available, their understanding of how this importance of finance in property, including the principal forms of any funding situation. Demonstrate your appreciation of
is sourced and how this may be used to assist with property of investment finance and their sources. Identify the factors that the impact of property matters on valuation and funding.
investment and development scenarios. Candidates will be affect the ability to obtain finance to fund any investment project. Demonstrate your understanding of the impact of funding
expected to apply this knowledge in order to provide advice to Identify appropriate sources of finance and understand the matters on the property market.
clients on their financing options and the impact of this on their principles that apply to securing finance for different purposes.
returns.

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Property management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of property Apply the principles of property management to provide solutions Provide evidence of reasoned advice including the preparation
management and the relationship between owner and occupier. to issues affecting both owners and occupiers of real estate. and presentation of reports in relation to property management.

Purchase and sale

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how various Apply your knowledge and skills to the purchase or sale of all Provide evidence of reasoned advice and report to clients on all
types of property are sold (or a similar interest is acquired for a types of property and demonstrate practical experience of types of purchase or sale transactions. Demonstrate the ability to
client) and the different types of interests that may be placed on the associated decision-making process, marketing, reporting see complex cases through from start to finish with appropriate
the market. Demonstrate an understanding of the economics and completion of the transaction. Demonstrate knowledge assistance. Be able to provide the client with a holistic view of
of the market for such interests and the appropriate legal and understanding of other forms of property transaction the the entire transactional market and advise him/her clearly and
frameworks. reasons supporting the decision to proceed along the chosen appropriately, not only on the sale or disposal market but also on
purchase or sale route. other areas.

Quantification and costing

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge to the quantification and costing of Advise on appropriate methods of quantification and costing for
quantification and costing of construction works as a basis for construction works, including the use of appropriate standard specific projects. Take responsibility for the preparing and issuing
the financial management of contracts. methods of measurement and forms of cost analysis. Carrying out pricing documents. Price or analyse such documents. Give advice
measurement and costing of works at all stages of the process. on and/or supervise the valuation of works throughout a project.

Quantification, costing and price analysis

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply the knowledge to the quantification and costing of Advise on strategies and procedures to analyse, predict and
quantification, costing and rate price analysis of works as a basis works, including the use of appropriate standard methods of control time and cost on projects. Take responsibility for
for the financial management of projects. measurement and forms of benchmarking and cost analysis. Apply preparing and issuing pricing documents. Price or analyse such
price rate analysis in both forensic and predictive techniques. documents.

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Remote sensing and photogrammetry

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply your knowledge of scales, camera and satellite principles Provide evidence of fit-for-purpose advice on client
of remote sensing and photogrammetry (both aerial and and different data capture techniques. Understand and requirements. Identify and assess client specifications. Use
terrestrial). undertake procedures for routine data capture, and analyse and/ advanced industry software and advise on data transfer and/or
or adjust/transform data. Use standard industry software. format.

Research methodologies and techniques

Level 1 Level 2 Level 3
Demonstrate your ability to collect and collate appropriate data Demonstrate the effective and appropriate analysis and Demonstrate effective application of analysis and interpretation
and other relevant material. Demonstrate familiarity with data interpretation of data and other material. Demonstrate of research. Demonstrate your ability to apply the analysis to
and other sources, and with data handling and manipulation your ability to make effective use of appropriate research client requirements.
techniques. methodologies and techniques, and to match your choice of
methodologies to client requirements.

Risk management
Level 1 Level 2 Level 3
Demonstrate your knowledge and understanding of the nature Apply your knowledge to carry out risk assessments taking into Provide evidence of reasoned advice and implement systems to
of account all relevant factors. Understand the application of the manage risk by competent management in relation to specific
risk and, in particular, of the risks associated with your area of various methods and techniques used to measure risk. projects.
business/practice.

Smart cities and intelligent buildings

Level 1 Level 2 Level 3
Demonstrate knowledge of the types of data that can be Apply your knowledge to the collection, storage and Provide evidence of the ability to use and generate application
collected through building, personal and infrastructure management of spatial sensor data, demonstrating the scenarios that capture and store sensor data in structures,
sensors and how sensor data can be processed to support the achievement of data quality, data hygiene and data security. that allows the analysis of the data by conventional and visual
management and visualisation in the built environment. representation.

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Spatial planning policy and infrastructure

Level 1 Level 2 Level 3
Demonstrate knowledge of national (as appropriate to a Apply your knowledge to identify, select, assemble and analyse Use information and skills in the preparation and presentation of
candidate’s location) spatial planning and infrastructure systems, information relevant to the preparation and review of land use reports that interpret land use and/or infrastructure planning, in
their legislative basis and key national policies and programmes. planning policies and plans. This infrastructure planning and order to give reasoned advice, as regards investment, valuation
provision includes transportation, energy, waste, IT and local and/or development decision making and implementation.
community infrastructure related provision.

Stakeholder management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles Apply the knowledge to ensure that all parties are aligned with Provide evidence of reasoned advice and implement systems to
and techniques associated with engaging and communicating the project objectives using identification, analysis, matrix and manage risk by competent management in relation to specific
with all relevant project stakeholders, including an engagement techniques. projects.
understanding of decision-making in pluralistic clients.

Strategic real estate consultancy

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the business Apply your knowledge and understanding of the business Provide evidence of reasoned oral and written advice on the
context of real estate, and an appreciation of the role of the real context of real estate in a corporate or other context. principles and application of real estate knowledge.
estate professional as a strategic adviser.

Supplier management
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how to manage Apply your knowledge and understanding by using an existing Provide evidence of appropriate approach to the management of
suppliers using a logical process to ensure that scope and value process to manage suppliers to ensure that the scope and value an individual supplier or group of suppliers based on the scale of
of the service received meets organisational requirements. of the service received meets organisational requirements. the service and the risk of service failure.

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Surveying and mapping

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge of mapping and geographical sciences in Provide evidence of reasoned advice on the design and
mapping and geographic information sciences appropriate to relation to your area of practice. specification of mapping and/or geo-information projects in a
your area of practice, including the accuracy, scale, currency and national and/or international context.
fitness for purpose of hardcopy and/or digital maps, drawings,
imagery and plans.

Surveying land and sea

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the principles of Apply your knowledge by identifying, planning and accessing Define and assess client needs. Define specifications and
geomatics and the various applications of its techniques within survey requirements, specifications and appropriate prepare tenders and/or contracts. Demonstrate that you are
the natural, maritime and built environments. instrumentation. Use industry standard survey and/or offshore fully conversant with the principles of geodesy on a national,
software, and demonstrate an understanding of the principles, international and/or maritime basis.
uses and limitations of Global Navigation Satellite Systems and
other navigation systems.

Taxation
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the relevant Apply your knowledge and understanding of the principal main Provide evidence in relation to asset taxation matters and the
provisions, general criteria and statutory framework for taxation valuation directing provisions in relation to capital taxation, capital conduct of negotiations with national taxation authorities.
of different classes of assets. allowances, corporate intangibles regime and transfer pricing.

Use of the marine environment

Level 1 Level 2 Level 3
Demonstrate an understanding of the principles of inshore Apply these principles to planning for the exploitation and/or use Oversee the conduct of operations to use and/or exploit marine
and offshore resource development, exploitation and/ of marine resources. Use appropriate marine data capture and resources. Analyse the data collected and prepare reports
or conservation as well as the relevant legal guidance and analysis software and/or instrumentation. and briefings on the data collected. Advise on national and
environmental issues. international policy on ocean and inshore resource management.

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Valuation
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the purposes for Demonstrate practical competence in undertaking both Be responsible for the preparation of formal valuation reports
which valuations are undertaken, the relevant valuation methods capital and rental valuations and detailed involvement with the under proper supervision and provide reasoned advice.
and techniques, the appropriate standards and guidance, and preparation and presentation of client reports. Produce reasoned valuation advice in a range of forms on a
any relevant statutory or mandatory requirements for valuation Demonstrate your ability to use valuation methods and range of property types, valuation purposes and valuation
work in your area of practice. techniques appropriate to your area of practice. Show how the methods.
relevant valuation standards and guidance have been applied to Demonstrate a thorough knowledge of the appropriate valuation
your valuation experience. standards and guidance and how they are applied providing
advice to clients.

Valuation of businesses and intangible assets

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the purposes Apply your knowledge and understanding of business Demonstrate practical competence in undertaking business
for which valuations of businesses and/or intangible assets are valuations showing detailed involvement with the preparation valuations and their component parts for a range of purposes.
undertaken, the relevant valuation methods and techniques, the and presentation of client reports. Demonstrate your ability to Demonstrate the application of the relevant valuation methods
appropriate standards and guidance, and any relevant statutory use the valuation methods and techniques appropriate to your and techniques and a thorough knowledge of the appropriate
or mandatory requirements for this type of valuation work. area of practice. Show how any relevant standards and guidance valuation standards and guidance and how they are applied in
have been applied to your experience. practice.
Note: to achieve Level 2, candidates will not necessarily be carrying out valuations as Note: the businesses considered may relate to a particular sector but the candidate’s
part of their full time day-to-day activities. experience should cover providing clients with valuation advice on a range of types of
businesses and their component parts for a range of purposes, such as for financial
statements, internal management, purchase or sale reports, tax and litigation, but
not necessarily all of these. The types of businesses and their component parts
should ideally be varied both in terms of usage, interest and size.

Valuation reporting and research

Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of the nature and Apply your knowledge of valuation reporting and research Provide evidence of reasoned advice in relation to valuation
context of valuation reports, research analysis, interpretation to analyse and interpret key inputs for appraisal purposes, reports, valuation standards, methodologies, validation and
and validation of information. benchmarking techniques, valuation context and settings. interpretation of inputs and data.

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Waste management
Level 1 Level 2 Level 3
Demonstrate a broad appreciation of practical aspects of waste Demonstrate an appreciation of the economic and technical Design, advise on, and/or manage waste management schemes,
management and regulatory regime. Undertake inspections of viability and/or management application of the practical their implementation and/or property interests therein.
waste management facilities. requirements and monitoring of waste facilities.

Works progress and quality management

Level 1 Level 2 Level 3
Inspect and record progress and quality of building works. Report and advise upon the adequacy of progress and quality of Manage and co-ordinate progress and quality of building works
building works. as
a contract administrator/supervising officer or equivalent.

Workspace strategy
Level 1 Level 2 Level 3
Demonstrate knowledge and understanding of how workspace Provide evidence of the practical application utilising workspace Provide evidence of reasoned advice relating to workspace
strategy is integral to business. strategy to improve business performance. strategies to enable the improvement of business performance.

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Delivering confidence
We are RICS. Everything we do is designed to effect positive change in the built and natural
environments. Through our respected global standards, leading professional progression
and our trusted data and insight, we promote and enforce the highest professional standards
in the development and management of land, real estate, construction and infrastructure.
Our work with others provides a foundation for confident markets, pioneers better places
to live and work and is a force for positive social impact.

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