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Construction and the built environmentLevel 6Green occupationOCC0331A · ST0331

Chartered surveyor - Building Surveying

Design and surveying professional · Professional · Design, Surveying & Planning

The official framework — 37 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Chartered surveyor (degree) apprenticeship standard (v1.2). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it. This standard has options — requirements marked with an option name apply to that pathway only.

Knowledge (18)

What the apprentice must understand

  • K10

    Building pathology - The detailed pathology of buildings and the related defects, causes and remedies. The methodology for completing a property inspection and inspection techniques.

    Building Surveying
  • K11

    Design and specification - The various stages of the design process, legal requirements and regulations including planning, Building Regulations and health and safety requirements and the structural implication of design.

    Building Surveying
  • K12

    The standard forms of building/construction contract and subcontract, contractual mechanisms and procedures applied at various stages of the contract. The role and responsibilities of the contract administrator and the duties of the parties to the contract.

    Building Surveying
  • K1

    Law - The law and the role of legal advisers relating to either acquisition/disposal of property, standard forms of building contracts or other property related contracts.

  • K2

    Information management - The methods and techniques for providing information, data and advice to clients.

  • K3

    Finance - Accounting procedures and methods for obtaining and managing finance.

  • K4

    Health and safety - How to ensure safe and secure working environments for self and others.

  • K5

    Diversity and inclusion - The importance and recognition of diversity. Legal, regulatory and ethical requirements including inclusive environments.

  • K6

    Sustainability - How to embed sustainability into projects and how to influence client behaviour.

  • K7

    Construction technology - The technology of complex buildings including materials.

  • K8

    Ethics and professionalism - The role, governance and regulatory frameworks of the RICS. Global and professional ethical standards and Rules of Conduct and how to deal with ethical dilemmas.

  • K9

    Client relationships - How to manage client/customer relationships.

  • K16

    Applied valuation and appraisal - How to undertake complex capital and rental valuations of land and property and the requirements for valuation reporting.

    Property
  • K17

    Land, property and planning law - How land law, the law of landlord and tenant and planning law affects the occupation, management and use of buildings and land.

    Property
  • K18

    Inspection and measurement – The requirements and reasons for a property inspection. Safety issues when undertaking an inspection and identifying access arrangements. The basis on which measurement should be undertaken, data capture techniques and appropriate standards and guidance. Limitations and degrees of accuracy required for measurements

    Property
  • K13

    Procurement and contracts - Identifying when different forms of procurement and tendering are appropriate and the clauses of building/infrastructure contracts.

    Quantity Surveying & Project Management
  • K14

    Costing and cost planning of construction works - The detailed quantification and costing of construction works and the methods of cost planning that can be applied.

    Quantity Surveying & Project Management
  • K15

    Construction project control and reporting – Management of a construction project and the principles of contingencies and risk allowances. Life cycle costing and value engineering. Techniques to manage contractors, sub contractors and/or suppliers. Reporting and forecasting.

    Quantity Surveying & Project Management

Skills (14)

What the apprentice must be able to do

  • S6

    Building surveys – Undertake inspections and surveys and provide advice and recommendations to clients relating to building surveys.

    Building Surveying
  • S7

    Prepare designs and specifications – Carry out the preparation of the design and specification of building projects from outline proposals to completion of the design and specification process.

    Building Surveying
  • S8

    Administer contracts – Implement administrative procedures for the running of a construction project. Issue instructions, deal with payment provisions, manage variation procedures and deal with completion and possession issues and the issuing of certificates.

    Building Surveying
  • S1

    Information management - Provide data, information and advice for clients relevant to the surveying discipline.

  • S2

    Health and safety - Recommend solutions to ensure safe and secure working environments.

  • S3

    Construction technology - Provide advice relating to the construction technology of buildings and their materials.

  • S4

    Law - Negotiate and agree terms for acquisition/disposal of property, standard forms of building contracts or other property related contracts and liaise with legal advisers.

  • S5

    Consultancy - Manage instructions from engagement to completion.

  • S12

    Valuation and appraisal - Prepare capital and rental valuations of land and property for a range of formal and appraisal purposes and prepare client reports.

    Property
  • S13

    Land, property and planning law - Negotiate solutions to issues affecting both owners and occupiers of land and property including at least two of management, sales, lettings, purchase and/or planning.

    Property
  • S14

    Inspection and measurement – Undertake inspections of land and property and prepare related reports and advice. Use appropriate instrumentation to take measurements of land and property. Apply the appropriate guidance and use the appropriate basis to undertake measurements. Prepare and present measurements in an appropriate manner.

    Property
  • S9

    Tendering and procurement - Provide advice and recommendations as to appropriate procurement routes and manage the tendering processes relevant to them.

    Quantity Surveying & Project Management
  • S10

    Costing and cost planning of construction works - Undertake the detailed quantification, costing and cost planning of complex construction works.

    Quantity Surveying & Project Management
  • S11

    Manage efficiencies of construction contracts – Manage the construction phase of a construction project. Carry out life cycle costing and apply value engineering processes. Prepare data, reports and forecasts.

    Quantity Surveying & Project Management

Behaviours (5)

How the apprentice must conduct themselves

  • B1

    Provide a high standard of service - Always ensure your client, or others to whom you have a professional responsibility, receive the best possible advice, support or performance of the terms of engagement you have agreed to and ensure you always give attention to detail.

    Building Surveying; Property; Quantity Surveying & Project Management
  • B2

    Act in a way that promotes trust in the surveying profession - Act in a manner, both in your professional life and private life, to promote you, your firm or the organisation you work for in a professional and positive way.

    Building Surveying; Property; Quantity Surveying & Project Management
  • B3

    Act with integrity - Always be trustworthy, open and transparent. Respect confidential information of your clients or potential clients and do not allow bias, conflict of interest or the undue influence of others to override your professional or business judgments or obligations. Always act consistently in the public interest when making decisions or providing advice.

    Building Surveying; Property; Quantity Surveying & Project Management
  • B4

    Treat others with respect - Treat everyone with courtesy, politeness and respect and consider cultural sensitivities and business practices.

    Building Surveying; Property; Quantity Surveying & Project Management
  • B5

    Take responsibility - Always act with skill, care and diligence and deal with any complaint in an appropriate professional manner.

    Building Surveying; Property; Quantity Surveying & Project Management

This framework is where Pathways
meets verified knowledge.

Scenarios practise these requirements. Verified entries teach them. The evidence portfolio proves them. One spine, three surfaces.