Accounting principles Business planning Client care Communication and Conduct rules, ethics

and procedure negotiation and professional

• Legislation • Understanding client objectives
• Balance sheets / profit and loss • Short / long term strategies • Establishing client’s brief
Oral communication:
practice
• Market analysis • Appointment documents
account • Phone calls
• Taxation • Five year plans • Fees • RICS Rules of Conduct
• Reporting at meetings
• Revenue and capital expenditure • Business support services – • Complaints procedures • Conduct befitting a chartered
• Facilitating/chairing meeting
• Cash flows administration, secretarial, HR, IT • Key Performance Indicators surveyor
• Client and bid presentations
• Auditing etc. • Establishing communications with • Registration of firms
• Staff presentations
• Ratio analysis • Staffing levels – recruitment / client team • Complaints procedure
• Contractor/consultant interviews
• Credit control turnover • Involvement of stakeholders • Conflicts of interest
• Public speaking at seminars etc
• Profitability • Gifts
• Listening skills
• Insolvency • Professional Indemnity Insurance
• Legislation • Client accounts
Written/graphical
• Regulation
communication:
• Disciplinary procedures
• Letters, memos and emails
• Lifelong learning – CPD
• Report writing
Conflict avoidance, Data management Health and safety • Programming
• Current RICS structure
• Professional Group
management and • Using drawn information –
• Current RICS issues and
• BCIS / BMI or other external Personal health and safety at work – checking scales and revisions
dispute resolution sources RICS publication ‘Surveying Safely’ • Using CAD documents
initiatives
Procedures • Elemental analyses Personal safety procedures when
• Pricing books visiting a construction site Common Negotiation:
• How standard forms of contract • Data base use generally health and safety risks in
deal with conflict avoidance and • Employer’s in-house data storage construction Health and safety • Establishing objectives Sustainability
dispute resolution and filing systems legislation: • Setting strategy
• Conflict avoidance • Scheduling • Collecting and presenting • Sustainable development /
• Partnering • Libraries • Generally evidence construction
• Negotiation • At work • National and international
• Mediation • Construction specific regulations
• Conciliation • Sector specific Team working • Environmental assessment
• Adjudication • Client specific methods – e.g. SKA rating, LEED,
• Arbitration • Asbestos and other hazardous BREEAM etc.
• Pre-action Protocol materials • Understand the role of team • Building Regulations and Codes
• Litigation members • Contaminated land
• Expert Witness • Appointing the project team • Waste management
• Independent Expert Determination • Relationships with other team • Recyclable materials
members • Sustainable materials
• Communicating with other team • Building environmental
members management systems
• Partnering and collaborative • Water conservation
working • Energy generation
• Strategic alliance • Energy conservation
• Supply chain management
• Legislation on selecting project
teams
Construction technology and Contract practice Procurement and tendering Quantification and costing of
environmental services  Principles of contract law Types of procurement:
construction works
• Substructures – basements, types of piling, etc. Methods of measurement
• Legislation • Traditional
• Superstructures • New Rules of Measurement / CESMM
• Current case-law – look out for cases • Design and Build
• Comparison of concrete / steel frames • RICS Code of Measuring Practice
reported in journals • Management Contracting
• Floor structures Preparation of pricing documents
• Standard forms of main and sub contract • Construction Management
• External walls, windows and doors • Tender documents generally
• Roles & responsibilities of parties – Client, • Measured Term
• Cladding / glazing • Bill of quantity
Contract Administrator / Employer’s Agent / • Serial contracting
• Roof structures and coverings • Schedule of works
Project manager / Engineer, Contractor, Sub- Financial basis
• Partitioning systems and doors • Schedule of rates
contractors, Quantity Surveyor • Lump sum
• Finishes and fixtures • Provisional Sums / Prime Cost Sums
• Assignment / Novation • Re-measured
• Hard and soft landscaping
• Third party rights – Legislation / Collateral • Reimbursable Analysis of price
• Engineering structures • Tender returns
Warranties • Target cost
• Bridges • Guaranteed / Agreed Maximum Price
• Letters of intent – Comfort letters / Consent to • Guaranteed or Agreed Maximum Price
• Tunnels • Target cost – Pain / Gain mechanisms
spend /Recognition of contract Tendering
• Roads • Loss and expense
• Performance security – Bonds / Parent • Standard rules of tendering – codes of
• Railways • Preliminaries
Company Guarantees practice, practice notes
• Waterways • Day works
• Insurances • Single / two-stage tendering – competitive /
• Sea defences
• Advance payments negotiated Valuation of works
• Earthworks • Interim valuations
• Interim valuations and payment provisions • Compilation of tender lists – pre-qualifying
• Sewage treatment plants • Valuing change
contractors
• Processing plant • Materials on/off site
• Compilation of tender documents • Loss and expense
• Services technology Fluctuations
• Final account
• Tender analysis
• Electrical systems • Retention – retention bonds
• Tender reports • Reporting on cost
• Mechanical systems • Change procedures
• Partnering – project and strategic • Tender report
• Internal / external drainage • Valuing change – variations / compensation
Private Finance Initiative – PFI • Correcting errors in tenders
• Mains services events
• Post contract financial reporting
• Public Private Partnership – PPP
• Air-conditioning / ventilation systems • Extensions of time
• Prime contracting
• Fire safety systems • Claims / Loss and Expense
• Best Value
• Security systems • Dispute avoidance and resolution
• Whole life costing
• Environmental systems and controls • Named / Nominated subcontractors
• Supply Chain Management
Contract administration
• Data systems • Sectional Completion / Partial Possession • Standard forms of Contract
• Lean Construction
• Building types and other structures • Design Portions / Performance specified • Roles and responsibilities of parties – client,
• Key Performance Indicators – KPI
• Building regulations and codes works contractors, designers, Q.S
• Planning legislation and procedures • Determination • Role and responsibilities of person
• Party wall issues / rights of light • Final Accounts administering the contract – e.g. CA, Architect,
• Dangerous / banned substances – asbestos • Completion Commercial management of EA, PM, Engineer etc.
etc. • Liquidated and Ascertained Damages construction • Co-ordination of parties
• Pre-fabrication • Defects rectification period • Design co-ordination
 Estimating
• Disability legislation • Establishing budgets • Planning and building regulatory controls
• Cash flows • Health & Safety
• Reporting financial progress against budget • Monitoring progress
Insurance Project financial control and • Monitoring quality
• Procurement of labour
• Professional Indemnity Insurance – generally reporting • Procurement of plant and materials • Insurances
and RICS requirements  Post contract cost control • Procurement of sub-contracts • Bonds / Parent Company Guarantees
• Indemnifying the employer • Change control procedures • Financial management of supply chain • Third party rights
• Third-party liability – persons and property • Change control forms • Financial management of multiple projects • Payment provisions
• Insurance of the works – joint names • Cost reporting • Change procedures
• Subrogation • Final accounts • Sectional Completion / Partial Possession
• Non-negligence insurance • Loss and expense • Nominated / Named Subcontractors
 Setting level of cover • Risk management • Extensions of time / loss and expense
• In the aggregate / each and every event • Cash flows • Materials on / off site
• Excess • Value engineering • Determination
• Net contribution clause • Liquidated and ascertained damages
• Benchmarking / Best value • Completion
• Performance bonds
• Defects / rectification period
• Fire insurance valuations