Your APC pathway guide to Facilities Management

Your APC pathway guide to

Facilities Management

Your pathway guide to Facilities Management

Contents

Introduction 4

Pathway requirements 7

Facilities Management APC 7

Competency guidance 8

Asset management 9Big data 11Building information modelling (BIM) management 13Business alignment 14Business case 15Change management 16Client care 17Commercial management 19Conflict avoidance, management and dispute resolution procedures 20Construction technology and environmental services 22Consultancy services 23Contract administration 24Contract practice 25Data management 26Design and specification 27 Environmental management 29Health and safety 30Inclusive environments 31Landlord and tenant 32Legal/regulatory compliance 33 Maintenance management 34Managing projects 35Measurement 36Performance management 37Procurement and tendering 38Project finance 39Risk management 40Smart cities and intelligent buildings 41Stakeholder management 43Strategic real estate consultancy 44Supplier management 45Sustainability 46Waste management 47Works progress and quality management 48Workspace strategy 49

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Your pathway guide toFacilities Management

About the APC

The RICS/SCSI Assessment of Professional Competence(APC) ensures that those applying for RICS/SCSImembership are competent to practise and meet the highstandards of professionalism required by RICS/SCSI.

There is a wide range of pathways available to qualify as anRICS/SCSI member covering 19 different areas of practice, atAPC (Chartered).

The APC normally consists of:

• a period of structured training• a final assessment.

The structured training is based on candidates achieving aset of requirements or competencies. These are a mix oftechnical, professional, interpersonal, business andmanagement skills.

How to use this guide

This guide is designed to help you understand more aboutqualifying as an RICS/SCSI member in environmentalsurveying. The guide is based on Irish market practice andmay be unsuitable for candidates based in other countries.

Section one- provides information on this area of practicewith a general overview of the environmental surveyingpathways.

Section two- lists the competency requirements of theenvironment APC.

Section three- describes the main technical competenciesassociated with environmental surveying, providing expandedsector specific guidance on each of them. This forms themain part of the guide.

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Introduction


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About the competencies

The APC aims to assess that you are competent to carry outthe work of a qualified chartered/technical surveyor. To becompetent is to have the skill or ability to perform a task orfunction. The RICS/SCSI competencies are not just a list oftasks or functions, they are also based upon attitudes andbehaviours. The competencies have been drawn up in ageneric way so that they can be applied to different areas ofpractice and geographical locations. This guide is designedto help you interpret these competencies within the context ofenvironmental surveying.

The competencies are defined at three levels of attainmentand each APC pathway has its own specific combination ofcompetencies that you must achieve at the appropriate level.You must reach the required level in a logical progression andin successive stages:

Level 1 – knowledge and understandingLevel 2 – application of knowledge and understandingLevel 3 – reasoned advice and depth of technical knowledge.

The competencies are in three distinct categories:

Mandatory competencies – the personal, interpersonal,professional practice and business competencies common toall pathways and compulsory for all candidates. These areexplained in more detail in the APC Requirements andcompetencies guide.

Core competencies – the primary competencies of yourchosen APC pathway.

Optional competencies – a set of competencies selected bythe candidate from a list defined for the particular pathway. Inmost cases there is an element of choice. These are mostlytechnical competencies, but certain mandatory competenciesalso appear on the optional competency list and candidatesare permitted to select one of these at a higher level.

This guide only deals with the principal core and optionalcompetencies associated with this area. It does not coverthe mandatory competencies.

Choosing your competencies

It is important that you give careful thought to your choiceand combination of competencies. Your choice will inevitablyreflect the work you do in your day-to-day environment(driven by the needs of your clients/employer). Your choiceand combination of competencies will be a reflection of yourjudgment. At the final assessment interview, the assessorswill take these choices into account. They will expect you topresent a sensible and realistic choice that reflects the skillsneeded to fulfill the role of a surveyor in your field of practice.

This guide should help candidates and employers with adegree of assistance in choosing the competencies that are most appropriate to their area of practice.

How to find help

SCSI Education and Membership will be able to help you withany general APC queries:T 01 6445500F 01 [email protected]

About Facilities Management

Facilities management (FM) is the total management of all services and built environment infrastructure that supportthe core business of an organisation. Good facilities management makes a huge difference to the efficiency andproductivity of a company, its staff and even its clients.

Facilities Management is integral in workspace strategy as well as supporting business continuity and whendelivered well can drive employee engagement as well as helping attract and retain the best talent. Using bestbusiness practice, a company’s operating costs can be reduced while its productivity is increased. It is the disciplinethat ensures all the different buildings and services of a company work as efficiently as possible. The skills requiredof FM professionals encompass the whole range of asset and built environment knowledge whilst also embracingoften significant change management and mobilisation programmes.

FM professionals are found in all sectors of industry, commerce and services and may be employed by consultants,facilities management providers, client departments, the public sector, etc.

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RICS qualification pathways in this sector:

Facilities Management APCThis pathway is suitable for an individual embarking on acareer as a professional advisor (in-house or external) infacilities management.

Professional facilities managers assist businesses to plan andexecute essential property decisions, from day to day mattersto strategy planning (for example, moving the company tobigger or better buildings).

Once established within the premises, businesses must maketheir buildings and offices as efficient as possible. Facilitiesmanagers will look at the best use of space, suitabletechnology solutions, human resources and safesurroundings. Running a company also means complyingwith legal responsibilities including health and safety, buildingregulations, fire regulations, access and security. Facilitiesmanagers advise on these and a wide range of other essentialservices including catering, cleaning, security as well asbuilding fabric and M&E maintenance.

The scope for facilities managers is extremely varied andservices are likely to include:

• Business operations • Business re-location • Business support • Business continuity • Change management • Health and safety compliance • Outsourcing • Performance measurement • Procurement • Property management • Strategic planning and advice • Utilities and services


Chartered Alternate Designationsrelated to this pathway

All candidates qualifying under the FacilitiesManagement APC pathway will be entitled to use the designation ‘Chartered Commercial Property Surveyor’.

Pathway requirements Facilities Management APC

Pathway Requirements

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Mandatory

Core

Optional

Level 3 • Ethics, rules of conduct & professionalismLevel 2 • Client Care

• Communication and negotiation• Health and safety

Level 3 • Accounting principles and procedures• Business planning• Conflict avoidance, management and dispute resolution procedures• Data management• Diversity, inclusion and teamworking• Inclusive environments• Sustainability

Two to Level 3 and • Asset management two to Level 2 • Business alignment

• Client care (must be taken to Level 3) • Legal/regulatory compliance • Maintenance management • Performance management • Procurement and tendering • Project finance • Supplier management • Workspace strategy

Two to Level 3 and one to • Big data Level 2, including any not • BIM management already chosen from the • Business case core list • Change management

• Commercial management • Conflict avoidance, management and dispute resolution procedures or Data management

or Health and safety (must be taken to Level 3) or Inclusive environments or Sustainability • Construction technology and environmental services • Consultancy services • Contract administration • Contract practice • 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

Plus, one to Level 2 from the full list of technical competencies, including any not already chosen from the optional list.

Asset management 9Big data 11Building information modelling (BIM) management 13Business alignment 14Business case 15Change management 16Client care 17Commercial management 19Conflict avoidance, management and dispute resolution procedures 20Construction technology and environmental services 22Consultancy services 23Contract administration 24Contract practice 25Data management 26Design and specification 27 Environmental management 29Health and safety 30Inclusive environments 31Landlord and tenant 32Legal/regulatory compliance 33 Maintenance management 34Managing projects 35Measurement 36Performance management 37Procurement and tendering 38Project finance 39Risk management 40Smart cities and intelligent buildings 41Stakeholder management 43Strategic real estate consultancy 44Supplier management 45Sustainability 46Waste management 47Works progress and quality management 48Workspace strategy 49


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Competency Guidance

The pages that follow are intended to provide guidance for users on the main competenciesassociated with environmental surveying.

The guidance has been drawn up by experienced practitioners and aims to give you a clear and practicalunderstanding of how to apply the listed core and optional competencies in the context of environmental surveying.

The guidance does not cover the mandatory competency requirements. The official competency definitions (at levelsone, two and three) are provided, followed by a description of the key knowledge and activities that are likely to fallwithin the scope of each competency.

The information provided is designed to be helpful but informal guidance. The knowledge and activities describedunder each competency are not exhaustive, and should not be relied upon as any form of revision list. Candidatesmust satisfy themselves and their employers that they have reached the required level of attainment before applyingfor final assessment.

The competencies are arranged in alphabetical order.

The full list of RICS/SCSI competencies and pathway requirements can be found in the APC Requirements andcompetencies guide


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Description of competency in context of this sector

This covers the principles of property, infrastructure and/or intangible asset identification and management to optimise, extendor terminate an asset’s life. It includes the application of processes and activities across identification, assessment, planning,strategy, data management and implementation and how assets support wider business, social, economic or environmentalobjectives.

Examples of likely knowledge, skills and experience at each level

Asset management

Level 1Demonstrate knowledge andunderstanding of the aims,objectives, strategies andprocesses for identifying andmanaging assets.

Examples of knowledge comprisedwithin this level are:• What constitutes the assets and

how they are separately identified • Relevant case law and law relating

to the legal protection of assets • Ascertaining the precise nature of

the asset from examination of therelated articles of association,including agreements, contractsand instruments

• The benefits and objectives of assetmanagement

• The distinction between plannedmaintenance, repair andreplacement

• How to compile a systematic recordof individual assets

• How to develop strategies formaintaining the aggregate body ofassets

• How to implement and manageinformation systems.

Examples of activities and knowledgecomprised within this level are:• Knowledge of the process of

identifying assets within a transaction • Collation and interpretation of

information relevant to the asset orbusiness activity

• Analysis and interpretation ofcomparable evidence

• An understanding of the implicationsfor the nature and character of theassets being valued from differentforms of ownership

• The ability to provide reasonableestimates of the likely life span andsustainability of assets

• Demonstrate a clear understandingof differing results within atransaction when considered fordifferent purposes, such asapportionment for fiscal purposes orinclusion in a purchase priceallocation for financial reporting

• Preparing an asset managementstrategy or plan

• Establishing and managing an assetmanagement information system

• Designing and maintaining assetmanagement records.

Examples of activities and knowledgecomprised within this level are:• Detailed knowledge of how assets

are separately identified and how thiscan vary within a transactiondepending on the purpose of theapportionment valuation for financialreporting, litigation or fiscal purposes,including transfer pricing

• Ownership and how different forms ofownership such as legal, beneficial,economic or licensed ownershipinteract with the valuation

• Providing advice on complex assetidentification issues that assist indefining the nature of the asset,liability or business to be valued

• Providing clients with advice on thenature of different types of intellectualproperty and how it is distinguishedfrom other intangible assets

• Providing detailed advice on thenature of restricted securities undernational taxation law

• Providing professional advice on theoptions available for assetmanagement systems in the contextof a corporate or project setting

Level 2Apply your knowledge andunderstanding of asset ownershipand the activities necessary includingsystematic record keeping,developing strategies of plannedmaintenance, repair and replacementand managing information systems.

Level 3Provide evidence of reasoned adviceon complex asset identificationissues, including the nature of assetsand liability.

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Asset management Continued

Level 3(continued)• Providing professional advice on the

barriers and risks involved in bothimplementing and not implementingasset management in a corporate orproject setting

• Providing professional advice onrelevant standards, procedures,protocols and data-sets for assetmanagement, including an evaluationof the various options and costs.

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Big data

Level 1Demonstrate knowledge andunderstanding of the principles of bigdata processing, the range ofavailable sources of big data, datadynamics and a critical appreciationof the latest big data research issues.

Examples of activities andknowledge comprised within thislevel are:• The different phases of software

lifecycle • The value of analysis and which

data sources, analytical techniquesand tools can be used

• How algorithms are designed,optimised and applied at scale

• What data is important to ensurebusiness performance

• The importance of presentation andapplicability of any data that iscaptured through dashboards orclient portals

• The possible benefits of Machinelearning and Artificial Intelligenceand how this can be supportedthrough data

• The various Computer Aidedpackages that are available in themarketplace

• The principles of a technicalsecurity architecture and howthese can be used to reduceinformation risk

Examples of activities and knowledgecomprised within this level are:• Ability to source, access, manipulate

and engineer data processes withdata that typically havecharacteristics of volume, velocityand variety

• Can select and use appropriatestatistical methods for sampling,distribution assessment, bias anderror

• Different data engineering tools forrepeatable data processing and cancompare between different datamodels

• Build credible statistical models fromthe data and use best codingpractices to generate reproduciblework

• Problem structuring methods andevaluating when each method isappropriate

• Draw on relevant technical andanalytical standards from acrossgovernment and industry

Examples of activities and knowledgecomprised within this level are:• Be able to explore and visualise the

data to present the ‘story’ of the datain a meaningful way to a range oftechnical and non-technicalaudiences

• Advise on how big data can be usedto support strategic and operationaldecision making to create impactand add value from its use

• Advise on the selection, design,justification, implementation andoperation of controls andmanagement strategies to maintainthe security, confidentiality, integrity,availability, accountability andrelevant compliance of informationsystems with legislation, regulationand relevant standards

• Driving business change through theapplication of big data analytics

• Advise on the future of big data.

Level 2Demonstrate an understanding of thetechniques and the tools required forthe maintenance of data quality, datahygiene and the statistical modelling,analysis and visual data interrogationof big data sets.

Level 3Provide evidence of design andimplementation of big data analysisusing algorithms to handle data setsin a scientific computing environmentfor the analysis of big data.


This competency involves the identification of complex problems as applied to the built and natural environment and theleveraging of data value. Candidates will be part of multidisciplinary project teams, including planners, city engineers, surveyors,data architects, data engineers, and analysts, working with big data. The work is likely to include liaison with policy andoperations teams to understand how big data can be leveraged and combined to add value. It requires a knowledge of thetechnical challenges posed by big data, and the specialised IT architectures and techniques employed for the storage, retrievaland manipulation of big data structures.




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Big data Continued

Level 1 (continued)• The principles of Information

Security Governance and thepurpose of Information Securitystrategies

• Legislative and regulatoryinstruments relevant to InformationSecurity, relevant to own area ofpractice and location

• Beyond RICS/SCSI’s ethicalstandards, candidates shouldunderstand and adhere to theapplicable data science ethicsframework.

Level 2 (continued)• Expose data from systems (for

example, through APIs), link datafrom multiple systems and deliverstreaming services

• Work with other technologists andanalysts to integrate and separatedata feeds to map, produce,transform and test scalable dataproducts that meet client needs

• Apply scientific methods throughexperimental design, exploratorydata analysis and hypothesis testingto reach robust conclusions

• The ability to data mine and discovertrends or sequences that can informand direct business direction.


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This competency encompasses the establishment and management of the information modelling systems on projects. Itcovers collaborative process and technological principles involved in implementing Building Information Modelling (BIM).


Building information modelling (BIM) management

Level 1Demonstrate knowledge andunderstanding of the technical,process and collaborative aspectsof the use of BIM.

Examples of activities and knowledgecomprised within this level are:• Design and implementation of a BIM

management process • Utilise BIM data to provide options

for lifecycle, maintenance and energymanagement strategies in use, definethe data required within the BIMmodel to ensure optimum FM data

• Define and implement surveyingprogrammes to ensure effective datacapture

• Maintenance and upkeep of aninformation model in operational use

• Agree and implement contractualaspects of BIM such as separateprotocol

• Facilitate and manage project teammembers for BIM implementation.

Examples of activities and knowledgecomprised within this level are:• Analysing, assessing, evaluating and

reporting on options for BIM inoperation strategies at a corporate orproject level

• Designing and advising oncollaborative strategies for thesuccessful implementation of BIM onoperational projects

• Advising on the contractual andcommercial implications of using BIMon operational projects

• Advising on options for software andprotocols on BIM

• Advising on technical informationsystems requirements for BIM atcorporate or project level.

Level 2Develop and apply managementsystems to facilitate the use of BIMon projects, including unified controland reporting procedures.

Level 3Show how the knowledge andexperience gained in this competencyhas been applied to advising clientsand/or senior management on BIMstrategy.

Examples of knowledge comprisedwithin this level are:• BIM strategies and implementation • The various technical options and

solutions for using informationmodelling in operations

• The collaborative processesnecessary for BIM adoption

• Digital surveying techniques such aslaser scanning

• Standard classification systems andtheir use in operational phases ofbuildings

• Standards such as PAS 1192 -2 andPAS 1192 -3 or local equivalence

• Relevant information exchangeprocesses such as ConstructionOperations Building InformationExchange (COBie).


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This competency is about the core drivers and objectives of a business and how it is imperative that FM is fully aligned toensure maximum impact on value and business performance.


Business alignment

Level 1Demonstrate knowledge andunderstanding of how thebusiness’s core drivers impact onthe operation and Facilitiesmanagement of property provisionand vice versa.

Examples of knowledge comprisedwithin this level are:• Global economic and market

conditions • The changing nature of business • Core business drivers • Clear view of what is meant by a

business’s vision and mission • Organisational structures, values

and objectives • Business performance • Strategic use of real estate • Decentralised vs centralised • Organisational objectives.

Examples of activities and knowledgecomprised within this level are:• Demonstrate linkages with other

business functions such as HumanResources and IT operations

• Clear understanding of measuringand monitoring businessperformance in a sustainable andbalanced way

• Demonstrate working knowledge ofcore business and how FM impactson it

• Benefits of business alignment • Collating relevant data • Using your knowledge of real estate

to find strategic solutions to meetclients’ requirements.

Examples of activities and knowledgecomprised within this level are:• Demonstrate FM contribution within

business planning process • Demonstrate clear implications of FM

strategy on operational performance • Demonstrate FM contingency plans

to maintain operational performance • Strategic advice and

recommendations to clients • Presenting data to support

recommendations • Presentations to clients • Providing solutions to achieve

corporate objectives.

Level 2Provide evidence of the practicalapplication that allow a closerworking relationship betweenbusiness functions and FacilitiesManagement team.

Level 3Provide evidence of reasonedadvice of developing appropriatestrategies to develop and align realestate portfolio and workplacestrategies with those.


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This competency is about the development and execution of a business case. It sets out the rationale for undertaking a project,investment or other course of action by setting out the benefits, costs and impacts of a proposal, along with a financialevaluation. Within Facilities Management the business case should ensure a whole life approach which details not just the capitalexpenditure required but also fully detailed costs in use data which will drive long term sustainable solutions where required.


Business case

Level 1Demonstrate knowledge andunderstanding of business casesand their application in corporatereal estate.

Examples of knowledge comprisedwithin this level are:• Financial analysis and metrics

required to support a business case • The elements and structure of a

business case • The people impact of the proposal

both from a cost and organisationalperspective

• The long-term impact of theinvestment

• Organisational structures • Methods for collecting business

case data • Purpose of the business case • Approval process, stakeholders and

audience • Clear articulation of the benefits of

the proposal.

Examples of activities and knowledgecomprised within this level are:• Preparing a business case • Engaging with stakeholders • Application of business case data

collection • Utilisation of credible benchmarking

and whole life data predictions whereappropriate

• Understanding the financial impact ofa real estate business case.

Examples of activities and knowledgecomprised within this level are:• Identify impact on key business

indicators of FM strategic proposals • Offer alternative FM strategic options

based on key business indicators • Presenting a business case to

stakeholders with a clearrecommendation

• Providing reasoned advice andjustification on business case findings

• Adapting business case to clientspecific requirements

• Receiving feedback and revising • Obtaining approval.

Level 2Provide evidence of the practicalapplication of the business case.

Level 3Provide evidence of advising on thepreparation and presentation ofbusiness cases for a variety ofpurposes.


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This competency is about the development and execution of change programmes in relation to the use of real estate by anorganisation. It involves the identification of requirements for change, development of a strategy and implementation of theproject. Knowledge of the technical issues relating to the property being occupied, the delivery of its management and newprocesses and technologies associated with this area of work will be expected. However, candidates will also be expected todisplay an understanding of the importance of developing relationships with property users and decision makers. Candidatesattempting to achieve this competency may use evidence from work carried out either on a consultancy basis or from workingin house for an occupier.


Change management

Level 1Demonstrate knowledge andunderstanding of changemanagement and its application inreal estate.

Examples of knowledge comprisedwithin this level are:• The drivers for change and how a

requirement for change may beidentified

• The process by which theappropriate outcome for changemay be decided upon

• How a change plan can bedeveloped

• The concepts, approaches, models,tools and techniques available tosupport work in this area

• The analysis techniques forappraising the options for change

• The common reasons why changeprojects fail and the implications ofthese failures.

Examples of activities and knowledgecomprised within this level are:• Identifying requirements for change • Developing a strategy for change

within an organisation • Carrying out optional appraisals in

respect of change strategies • Undertaking a change impact

assessment • Producing communications and

stakeholder engagement plans • Undertaking stakeholder analysis

and identifying appropriateinterventions

• Project managing the implementationof a change programme

• Assessing and addressing riskspresented by change

• Evaluating the success of anorganisational change project.

Examples of activities and knowledgecomprised within this level are:• Communicating the costs and

benefits of a change project • Offering alternative strategic options

based on an organisation’srequirements

• Presenting a proposed strategy tostakeholders with a clearrecommendation

• Obtaining approval forimplementation of a proposal

• Managing stakeholders to ensureresolution of issues

• Receiving feedback and revising thestrategy for change.

Level 2Provide evidence of practicalinvolvement within changemanagement projects.

Level 3Provide evidence of advising on thedevelopment and implementation ofstrategies for change.


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


Client care

Level 1Demonstrate knowledge andunderstanding of the principles andpractice of client care including:

The concept of identifying allclients/colleagues/third parties whoare your clients and the behaviourthat is appropriate to establish goodclient relationships

The systems and procedures thatare appropriate for managing theprocess of client care, includingcomplaints

The requirement to collect data,analyse and define the needs ofclients.

Examples of knowledge comprisedwithin this level are:• The information contained within a

client’s brief • Defining your scope of services

within the limits of your competenceand PI insurance

• How fees are established • The use of standard forms of

appointment • Mechanisms contained within an

appointment document • Insurance requirements (legal and

RICS/SCSI) • How stakeholders are identified and

how their status within the project isestablished

Examples of activities and knowledgecomprised within this level are:• Establishing a client’s objectives • Confirming a client’s brief • Establishing a scope of services • Calculating fees for professional

services • Compiling an appointment document • Establishing project stakeholders and

their status • Setting up communication systems

with a client and stakeholders • Issuing reports to a client, e.g. cost

reports • Dealing with a complaint • Measurement of KPIs

Examples of activities and knowledgecomprised within this level are:• Developing tailored proposals linked

to business strategies • Presenting a prioritised and informed

brief to enable decision-making • Value management with stakeholders

to ensure delivery against clientexpectations

• Advising on the need for statutoryand other consents and approvals

• Presenting alternative proposalsincluding option appraisals

• Presenting outline schedules of work • Agreeing the level of fees with a client • Issuing an appointment document

Level 2Provide evidence of practicalapplication of the principles andpractice of client care in your areaof practice.

Level 3Provide evidence of reasonedadvice given to clients and others.

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Client care Continued

Level 3 (continued)• Ensuring insurances are in place • Setting performance levels and KPIs • Monitoring compliance with the

scope of services • Reporting to clients and stakeholders • Using KPIs to improve performance.

Level 1 (continued)• Formal communication systems

with clients and stakeholders • Complaints handling procedures • Key Performance Indicators (KPIs) • The methods of data gathering

during the inception stage of aproject including client briefings andsite based information

• The law applicable to your area ofpractice, in particular those relatingto employment law, statutorycompliance, consents andapprovals

• The principles of the preparation ofalternative outline proposalsincluding the methodology ofpreparing option appraisals

• The principles of preparing outlineschedules of work.

Level 3 (continued)• Analysing the data gathered through

the client briefing process andformulating a detailed client brief

• Consulting with the statutoryauthorities on the consents and otherapprovals required

• Preparing alternative outline designproposals, including optionappraisals

• Preparing option appraisals • Preparing outline schedules of work • Assessing client relationships, team

performance and stakeholderinterfaces on international projects.


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This competency covers commercial management of facilities management projects, including how commercialcompetitiveness balances against profitability. Candidates must have a thorough understanding of the financial processesused to achieve profitability and how these integrate with the overall delivery of the project.


Commercial management

Level 1Demonstrate knowledge andunderstanding of the principles ofthe management of the commercialaspects of a Facilities managementproject.

Examples of knowledge comprisedwithin this level are:• Identifying and understanding the

components that make up the costof the project and services beingdelivered

• The impact of various performancemechanisms and paymentmechanisms on the profitability of aproject

• The impact of KPIs, Service LevelAgreements and any availabilityrequirements associated with theproject

• The effect that the design andconstruction processes have on thecost of constructing and operatinga project

• The techniques used to reconcilethe cost against income

• The techniques to financiallymanage sub-contractors andsuppliers

• The use of cashflows • The principles of running costs and

costs in use • People costs and the impact of

minimum wage, pension and anyTUPE liabilities.

Examples of activities and knowledgecomprised within this level are:• Collecting data of monthly reports for

both internal and client use • Carrying out benchmarking or market

testing activities • Preparing cashflows • Preparing reports such as liability

statements, cost to complete andcost value reconciliations

• Applying value engineeringprocesses to the delivery of theservices

• Preparing and submitting cost datafor in-house and/or external use inrelation to areas such as runningcosts, whole life costs, capital andtaxation allowances.

Examples of activities and knowledgecomprised within this level are:• Monitoring, analysing, reporting and

advising at a senior level on projectcashflows and profitability for internaluse

• Evaluating and advising on financialimplications and appropriatemanagement actions

• Advising clients on budgetallowances.

Level 2Apply your knowledge to thefinancial management of or FMprojects, including regularmonitoring and reporting oncashflow and profitability.

Level 3Monitor, report and advise on projectcashflows and profitability. Evaluateand advise on the financialimplications and appropriatemanagement actions.


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This covers the recognition, avoidance, management and resolution of disputes, involving an awareness of different disputeresolution processes and an understanding of the application of dispute resolution procedures appropriate to the area andjurisdiction of professional practice.


Conflict avoidance, managementand dispute resolution procedures

Level 1Demonstrate knowledge andunderstanding of the techniques forconflict avoidance, conflictmanagement and dispute resolutionprocedures including for exampleadjudication and arbitration,appropriate to your pathway.

Examples of knowledge comprisedwithin this level are:• A basic knowledge and

understanding of some of thefollowing, as most appropriate toyour market sector/areas ofspecialism:

• Common causes of disputes • The contribution of some of the

following to dispute avoidance: – Risk management (its basic

principles and techniques) – Early warning systems – Partnering techniques – Clear and robust client briefings

• Theories of negotiation and the roleof effective communication andnegotiation

• The primary features, advantagesand disadvantages of a range ofdispute resolution procedures andtheir surrounding statutory and/ornon-statutory legal/ judicial context(e.g. how forms of contract dealwith dispute resolution, and thescope of such clauses):

Examples of activities and knowledgecomprised within this level are:• Adopting – or encouraging the

adoption of (as appropriate) –suitable dispute avoidancetechniques

• Negotiating actively on behalf ofclients (e.g. performance failure,unavailability, contract variations,contract interpretations andpayment) prior to third-party referral

• Assisting in the collation orpreparation of claims/counter-claimsand submissions

• Assisting in the identification,gathering and collation of facts andexpert evidence for use in expertreports

• Sufficient understanding of the mainpoints of the statutory or non-statutory law relevantto/underpinning any particulardispute resolution process and itsapplication.

Examples of activities and knowledgecomprised within this level are:• Advising clients of the most suitable

means of dispute avoidance on theirprojects, and of dispute resolutionprocedures appropriate to theirindividual circumstances,demonstrating appreciation of whento seek further specialist advice andwhen to advise clients within thescope of the insurance cover of thecandidate’s organisation

• Involvement in, or assistance with, areferral to a third-party resolutionprocess and associated managementof that process on behalf of clients.

NB: Please note that the roles ofacting as a third-party disputeresolver – or expert witness, are – forthe vast majority of candidates – notlikely to be an activity that isundertaken. It is only a small minorityof candidates with substantive workexperience for whom this is likely tobe relevant.

Level 2Provide evidence of practicalapplication in your area of practicehaving regard to the relevant law.

Level 3Provide evidence of the application ofthe above in the context of advisingclients in the various circumstancesreferred to above.



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Conflict avoidance, managementand dispute resolution procedures Continued

Level 1 (continued)– Mediation (could include contracted and project mediation) and conciliation

– Adjudication – Independent expert determination – Arbitration – Litigation

• The possible roles of a surveyor asan expert witness and/ or anadvocate, to include an awarenessof the existence and scope ofapplicability of RICS/SCSI guidancefor expert witnesses and advocates

• The range of nominating bodies andservices available to resolvedisputes, and particularly the role ofthe RICS/SCSI Dispute ResolutionService and any specialised disputeresolution schemes it offers relevantto your market sector

• The RICS Global ProfessionalStatement on Conflict of Interestand any appropriate national RICSguidance.


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This competency covers the design, construction and operation of buildings and other structures. Candidates should have aclear understanding of the design and construction processes commonly used in the industry. They should have detailedknowledge of construction solutions relevant to their projects.


Construction technology andenvironmental services

Level 1Demonstrate knowledge andunderstanding of the principles ofdesign and construction relating toyour chosen field of practice.

Examples of knowledge comprisedwithin this level are:• The stages of design from inception

to completion • Impact of current legislation and

regulations • How the various elements of the

building work and inter-relate • The process of constructing the

works • Operational and maintenance

processes post contract.

Examples of activities and knowledgecomprised within this level are:• Appreciating how design solutions

vary for different types of buildingsuch as clear span requirements forwarehousing or acousticrequirements for accommodation

• Understanding alternativeconstruction details in relation tofunctional elements of the designsuch as the operational effect on thebuilding.

Examples of activities and knowledgecomprised within this level are:• Advising on the choice of

construction solution on your project Reporting on the impact of differentdesign solutions and constructionprocesses on operational cost,sustainability, functional effectivenessand stakeholder satisfaction.

Level 2Apply your knowledge to the designand construction processes.

Level 3Advise on the selection andapplication of particular processeswithin your area of experience. Thisshould include liaison with specialistsand consultants to develop projectspecific design, construction andoperational solutions.


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This competency is about the provision of consultancy services to a range of different clients across the whole life cycle of thebuilt environment.


Consultancy services

Level 1Demonstrate knowledge andunderstanding of the procurementand execution of advisory andstrategic consultancy services in thecontext of the real estate andconstruction sectors.

Examples of activities and knowledgecomprised within this level are:• Preparing consultancy service plans • Preparing client briefs • Updating reports to clients • Negotiating client contracts • Dealing with ethical dilemmas • Selecting appropriate tools and

techniques for a given consultancyservice

• Using selected tools and techniquesto achieve agreed outcomes

• Keeping appropriate records.

Examples of activities and knowledgecomprised within this level are:• Providing reports containing strategic

advice and recommendations to arange of clients

• Presenting to clients • Implementing consultancy

intervention

Level 2Apply your knowledge of theprovision of consultancy services inthe context of the real estate andconstruction sectors.

Level 3Give reasoned advice, prepare andpresent consultancy reports, togetherwith relevant analysis to clients, in thecontext of the real estate andconstruction sectors.

Examples of knowledge comprisedwithin this level are:• Different forms of procurement for

consultancy services • The range of different consultancy

interventions and approaches • The consultancy cycle • The types of problems, risks and

issues that may arise during eachphase of the consultancy cycle

• The importance of agreeing a clearcontract with clients

• The need for the planning, timingand managing of consultancyinterventions

• Managing the use of resources • Managing client expectations • Forms of reporting • How to manage ethical dilemmas • The principal tools and techniques

relevant to consultancy services • Importance of confidentiality when

dealing with sensitive information.


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This competency covers the role of a surveyor administering a facilities management or construction contract, including theroles and responsibilities of the administrator under the main forms of contract. They should have a detailed understanding ofthe contractual provisions relating to the forms of contract that they have administered.


Contract administration

Level 1Demonstrate knowledge andunderstanding of the contractual,legislative and statutoryterminology/requirements offacilities or construction contracts.

Examples of activities and knowledgecomprised within this level are:• Issuing instructions • Dealing with payment provisions • Managing the impact of change • Being involved with dispute

avoidance • Dealing with completion and

possession issues • Managing performance mechanisms • Developing collaborative

relationships.

Examples of activities and knowledgecomprised within this level are:• Resolving disputes • Developing partnership strategies • Advising all parties of their

contractual rights and obligations.

Level 2Implement administrativeprocedures necessary for thesmooth running of a facilities orconstruction contract.

Level 3Advise on the administrativeprocedures necessary for the smoothrunning of a facilities or constructioncontract including document controltechniques and systems, meetingsand reporting procedures.

Examples of knowledge comprisedwithin this level are:• The various standard forms of

contract and sub-contract used inthe industry

• The use of bespoke contracts andhow they fit into a wider legalframework. Basic contractualmechanisms and proceduresapplied at various stages of thecontract

• The roles and responsibilities of allparties.


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This competency covers the various forms of contract used in the facilities and construction industry, including the mainstandard forms of contract and a thorough understanding of contract law, legislation and the specific forms that candidateshave used.


Contract practice

Level 1Demonstrate knowledge andunderstanding of the various formsof contract used in the constructionindustry and/or your area ofbusiness.

Examples of activities and knowledgecomprised within this level are:• Producing contract documentation • Carrying out the contractual

mechanisms and procedures relevantto the financial management aspectsof your project, such as changeprocedures, valuations, loss andexpense and final accounts

• Understanding general contractualprovisions such as letters of intent,insurances, retention, bonds,liquidated and ascertained damages,early possession, practicalcompletion and other commoncontractual mechanisms.

Examples of activities and knowledgecomprised within this level are:• Selecting the appropriate form of

contract and/or sub-contract for yourchosen procurement route

• Advising on the most appropriatecontractual procedure at the variousstages of a contract

• Evaluating the appropriateness andimplications of proposed contractualamendments.

Level 2Apply your knowledge of the use ofthe various standard forms ofcontract at project level, includingthe implications and obligations thatapply to the parties to the contract.

Level 3Provide evidence of reasoned advice,prepare and present reports on theselection of the appropriate form ofcontract and warranties for yourchosen procurement route. Thisshould include advising on the mostappropriate contractual procedure atthe various stages of a constructionor other contract.

Examples of knowledge comprisedwithin this level are:• Basic contract law and legislation • Contract documentation • The various standard forms of

contract and sub-contract • When the different forms would be

used • Basic contractual mechanisms and

procedures at various stages of thecontract

• Third-party rights including relevantlegislation and the use of collateralwarranties.


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This competency covers how data relating to individual projects and a surveyor’s work generally is collected, stored andretrieved. In addition to having knowledge of the different storage systems and data sources and how they work, a candidateshould also understand the principles behind the systems and what makes them effective. Candidates should also haveknowledge of how general information and data is managed on a project and the increasing use of computerised centralproject databases.


Data Management

Level 1Demonstrate knowledge andunderstanding of the sources ofinformation, law and datamanagement methods, and thesystems applicable to your area ofpractice, including themethodologies and techniques mostappropriate to collect, collate andstore data.

Examples of knowledge comprisedwithin this level are:• The use of published sources

of data • How data is collected, analysed and

stored within your employer’sorganisation

• How project information is storedwithin your employer’s organisation

• How electronic database systemswork

• The use of computerised centralproject databases or BuildingInformation Modelling, the benefits,challenges and dangers

• How technical libraries are set upand used

• Legislation applicable to datamanagement and data access.

Examples of activities and knowledgecomprised within this level are:• Obtaining data from published

sources for use on a project • Obtaining data from in-house sources • Extracting data for inclusion in a

database • Setting up and using paper based or

electronic project filling systems • Using a computerised central project

database • Inputting and extracting data from

BIM • Retrieving information from a

technical library • Setting up a technical library.

Examples of activities and knowledgecomprised within this level are:• Advising on data storage system • Advising on business filling systems • Benchmarking from analysed historic

data • Advising on the use of a

computerised central projectdatabase

• Complying with client’s data securityrequirements

Level 2Provide evidence of practicalapplication in your area of practiceand understand the relevance ofinformation gathered and the usesto which it can be applied. Analysethe information and data collected.

Level 3Provide evidence of reasoned advicegiven to clients and others on the useand practical application of theinformation collected and systemsused, and/or specify the mostappropriate way for your own and/or client organisation to collect,analyse and apply relevantinformation and data.


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This competency involves the skills needed in the design and specification of a Facilities Management Solution or constructionproject. Facilities Management Surveyors are often asked to design and deliver FM solutions that support the core business ofeither an internal or external client, the services can be both Hard (i.e. M&E or building fabric maintenance) and Soft (i.e.cleaning, catering) FM surveyors may also be involved in refurbishment of property, and in many cases, new build projects forwhich they may ultimately take operational responsibility. Knowledge of the stages of design and specification for building,from inception to completion, is an essential skill as is a full understanding of the skills required to deliver a complex FMsolution that supports a clients’ key business drivers.


Design and specification

Level 1Demonstrate knowledge andunderstanding of the designprocess and the scope and contentof related documentation.

Examples of activities and knowledgecomprised within this level are:Building

• Preparing of sketch designs todemonstrate compliance with aclient’s brief, while satisfyingstatutory requirements

• Developing of initial proposals to adetailed stage and obtainingstatutory consents

• Completing of Design Risk • Assessments, of the proposed

design, to satisfy the requirements ofthe regulations, in connection withthe future maintenance of thebuilding

Facilities

• Providing of advice to clientsregarding sustainability issuessurrounding the proposals for theirbuilding

• Providing advice to clients on spaceutilisation, energy, assetmanagement, whole life costings,benchmarking, cleaning regimes

• Providing advice to clients oncompliance issues and statutorymaintenance regimes and options.

Examples of activities and knowledgecomprised within this level are:Building

• Carrying out or assisting in thepreparation of the design andspecification of a building projectfrom outline proposals to completionof the design and specificationprocess

• Value management to ensure deliveryof solutions that matches life cycleexpectations of stakeholders

• Demonstrate knowledge andapplication of the specificationprocess, including detailedknowledge of the main methods ofspecification

• Demonstrate knowledge andapplication of the design andspecification process, and itsrelevance and importance to theprocurement and execution of thecontract selected for the buildingworks

Level 2Prepare designs and specifications,including at outline and detail levels.

Level 3Evaluate, present, manage, analysedata and/or apply spatial data andinformation. Show an advancedunderstanding of accuracy, precisionand error sources.

Examples of knowledge comprisedwithin this level are:Building

• The various stages of the designprocess

• The use of BIM to optimise designdecisions

• The application of the relevantregulations in the design process

• The effect of the planning regimeand technical standards on thedesign process

• The structural implications ofalterations to the load bearingcomponents of building fabric andany operational impact of changeswithin the design

Facilities

• The ability to interpret therequirements of a client’s brief andgain a full understanding of theirbusiness drivers

• The general issues surroundingsustainability

• The options relating to bundled orunbundled services.



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Design and specification Continued

Level 3 (continued)Facilities

• Demonstrate preparing a full FMsolution design from the initialclient’s brief through to a workingdeliverable solution that satisfies theclient’s aspirations

• Demonstrate examples ofreconfiguring FM services to drive abetter value solution that increasesclient benefit

• Demonstrate knowledge andapplication of BIM and howinfluencing design decisions duringthe construction period have drivencost effective operational strategies

• Providing estate utilisation strategyto match client accommodationrequirements.


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This competency deals with both the broad knowledge and application of environmental management practice, as well as the more specific knowledge and application of formal environmental management standards for land, property and the natural environment.


Environmental management

Level 1Demonstrate knowledge andunderstanding of appropriateenvironmental managementconcepts, processes and systems.

Examples of activities and knowledgecomprised within this level are:• Carrying out environmental

management and reporting, includingdata management systems

• The scope and methods to be usedfor environmental management

• The specialisms and specialistsrequired to conduct environmentalmanagement

• Carrying out monitoring andcompliance with planning, legal orenvironment control of anenvironmental site

• Interpreting legislation andregulations to achieve compliance

• Ecosystem and carbon balanceevaluation and biodiversity off settingand mitigation

• Application of renewable and energyrecovery to environmentalmanagement

• Application of restoration,remediation and reinstatement of land.

Examples of activities and knowledgecomprised within this level are:• Advising clients on the needs of

environmental management Presenting and proposing actionsfollowing the findings ofenvironmental management

• Negotiating and liaising with clientsand regulators on the findings andactions arising from environmentalmanagement

• How environmental projects complywith principles of sustainability

• Authoring reports on habitatmanagement schemes

• Integrating land management plansor National Equivalent

• Developing monitoring systems.

Level 2Apply your understanding ofappropriate environmentalmanagement and environmentalland management concepts,processes and systems.

Level 3Give reasoned advice on appropriateenvironmental management andenvironmental land managementconcepts, processes and systems.

Examples of knowledge comprisedwithin this level are:• Where environmental management

applies in chartered surveyorpractice

• The standards used inenvironmental managementincluding EMS and ISO 14001 orNational equivalent

• Application of sustainabilityprinciples in environmentalmanagement

• The regulatory and practicalaspects of the restoration,remediation and reinstatement ofland.


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This competency covers the relationship between the work of the building surveyor and health and safety issues within theconstruction industry. Candidates should be aware of legal, practical and regulatory requirements. They should have a detailedunderstanding of the health and safety processes and guidelines used to achieve this.


Health and safety

Level 1Demonstrate knowledge andunderstanding of the principles andresponsibilities imposed by law,codes of practice and otherregulations appropriate to your area of practice.

Examples of knowledge comprisedwithin this level are:• Personal safety on site and in

the office • Procedures imposed by law • The impact on health and safety of:

– Design – Construction processes – Building maintenance – Employment of staff – Compliance requirements – Safe systems of work – Undertaking risk assessments

• Fire safety standards and/orregulations.

Examples of activities and knowledgecomprised within this level are:• Obtaining formal health and safety

qualifications including first aid,industry specific or nationallyrecognised qualifications

• Being involved with specific rolesand responsibilities within the variousregulations

• The importance of behavioural safetyand implementing the systems forhealth and safety management andmonitoring

• Assessing project plans for fire safetycompliance.

Examples of activities and knowledgecomprised within this level are:• Giving reasoned advice on and/or

taking responsibility for health andsafety issues relating to: – Impact of design on operations – Current legislation – Embedding a positive health and safety culture

– Design and implement.

Level 2Apply evidence of practicalapplication of health and safetyissues and the requirements forcompliance, in your area of practice.

Level 3Provide evidence of reasoned advicegiven to clients and others on allaspects on health and safety.


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This competency is about the principles and processes that deliver accessible and inclusive environments, recognising thediversity 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. Itreadily 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 inthe 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 educationalestablishments; hospitals and health facilities; and residential care facilities; as well as commercial and employment buildings.


Inclusive environments

Level 1Demonstrate an understanding ofthe principles and processes thatdeliver accessible and inclusiveenvironments, recognising thediversity of user needs and therequirement to put people (of allages and abilities) at the heart of theprocess. In doing so, have regard tothe legal, economic, sustainable andsocial case for making inclusion thenorm not the exception.

Examples of activities and knowledgecomprised within this level are:• Practical applications as applied to

different types of building and theirassociated uses

• Practical applications as applied todifferent types of outside areas andtheir associated uses

• A recognition of both real andperceived sensitive situations in thedesign or use of inclusiveenvironments

• Ability to recognise the need for anduse appropriate language in thediscussion and resolution ofinclusivity challenges.

Examples of activities and knowledgecomprised within this level are:• The scoping and briefing of design

work or new buildings, or in relationto remodelled buildings and externalspaces

• The design and specification of abuilding, landscape/public realmproject from outline proposals tocompletion of the design andspecification process

• The drafting of clauses in leases oruser agreements as to how placesand spaces might be accessed orused.

Level 2Provide evidence of practicalapplication of the principles andprocesses that deliver accessible andinclusive environments.

Level 3Provide evidence of reasoned advicegiven to clients and others of theprinciples and processes that deliveraccessible and inclusiveenvironments.

Examples of knowledge comprisedwithin this level are:• Knowledge of best practice

technical standards relevant tocountry of practice

• Recognition of the diversity of userneeds

• Local planning policy, buildingregulation and health and safetyrequirements as applied to inclusiveenvironments

• Appreciate and distinguish betweenethical issues as opposed to legalrequirements.


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This competency is about the management of the landlord and tenant relationship. It has a broad scope covering all aspects oflease negotiations arising between landlord and tenant. The candidate will be expected to understand the issues and how theyaffect both parties.


Landlord & tenant

Level 1Demonstrate knowledge andunderstanding of the law andpractice relating to landlord andtenant.

Examples of activities and knowledgecomprised within this level are:• Reading and interpreting leases

Preparing reports containingrecommendations prior to thecommencement of negotiations

• Giving appropriate valuation advice • Carrying out market research,

collating and analysing comparableevidence

• Preparing, serving and responding tolegal notices

• Entering into negotiations • Reaching an agreed solution and

reporting recommendations to clients Instructing legal advisers and seeingmatters to conclusion.

Examples of activities and knowledgecomprised within this level are:• Providing strategic advice upon

landlord and tenant matters, relatingto individual properties or blocks ofproperties

• Providing advice as to alternativedispute resolution options in theevent of breakdown of negotiationsand taking any necessary action toprotect the client’s position

• Demonstrating involvement withthird-party determination andassociated submissions.

Level 2Apply the principles of the law andpractice relating to landlord andtenant. Carry out relevantnegotiations to provide solutions toissues affecting both owners andoccupiers of real estate.

Level 3Provide evidence of reasoned advice,prepare and present reports on thelaw and practice relating to landlordand tenant. Apply your knowledge toassist in undertaking relevant disputeresolution procedures.

Examples of knowledge comprisedwithin this level are:• The principles of property law • The statutory and common law

framework applying to the landlordand tenant relationship

• The content, form, and structure ofleases

• Relevant market conditions andproperty values.


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Legal and regulatory compliance is an essential element in the Facilities management. The facilities management team is oftenresponsible for ensuring full compliance with all the provisions of relevant legislation and associated regulations associatedwith the operation of the asset.


Legal/regulatory compliance

Level 1Demonstrate knowledge andunderstanding of any legal/regulatory compliance requirementsin relation to your area of practice.

Examples of activities and knowledgecomprised within this level are:• Using current case law, appeals and

representations • Understanding the impact of wider

regulatory compliance around Ethics,Safety, Procurement, Modern Slavery,Information and Data Security

• Applying health and safety at workpractices, disability, and construction,design and management regulations.

Examples of activities and knowledgecomprised within this level are:• Giving written, reasoned advice on

legal and regulatory compliance for aparticular project

• Giving clients reasoned advice onrepresentations on consultationmatters, in written reports, in liaisonwith solicitors.

Level 2Apply your knowledge to complywith legal/regulatory requirementsin specific situations within yourarea of practice.

Level 3Provide evidence of reasoned advice,prepare and present reports onlegal/regulatory compliancerequirements in relation to your areaof practice.

Examples of knowledge comprisedwithin this level are:• The law relating to building

compliance and the risksassociated with poorly maintainedor operated assets or equipment

• The extent and impact of regulationcompliance on developmentprojects with particular reference tohealth and safety, disability, andconstruction, design andmanagement regulations.


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Deliver maintenance services to a plan based on organisational need, either using an in-house work force, or maintenance contractors.


Maintenance management

Level 1Demonstrate knowledge andunderstanding of the maintenancerequirements of buildings,structures and other real estate.

Examples of activities and knowledgecomprised within this level are:• Implementing maintenance policy

through establishing maintenanceplans – to ensure agreed availabilityat a minimum resource cost

• Understanding cost/benefit ofvarious maintenance regimes

• Trend analysis and recommendationsfor continuous improvement

• Creation and implementation oflifecycle plans

• Forward maintenance planning • Develop and implement systems that

will measure the performance of themaintenance organisation.

Examples of activities and knowledgecomprised within this level are:• Providing advice and

recommendations on issues relatingto the management of maintenancepolicy

• Determine maintenance policy,strategy and objectives linked toorganisational objectives and wholelife considerations

• Determine and implement the type ofmaintenance regime and organisationthat is required, including CAFM /BIMrequirements

• Interpret results from performancemeasurement of the maintenanceorganisation and provide reasonedadvice and recommendations.

Level 2Determine and implementoperational maintenance policies.

Level 3Provide evidence of reasoned adviceto clients on optimised maintenanceoperations.

Examples of knowledge comprisedwithin this level are:• Statutory and regulatory

compliance requirements • Maintaining record systems • Management reporting • Developing and implementing

maintenance plans, e.g. planned,reactive, statutory

• Supply chain management Confirming satisfactory completionof work

• The potential interfaces betweenvarious computerised systems usedfor facilities management purposes Integrating maintenance activitywith the occupant’s operationalneeds

• Concepts of lifecycle.


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This competency is about the stages a project goes through during its life-cycle and the role of the project manager in thatprocess. This includes its inception, briefing, financial feasibility, quality controls, completion timescales and subsequentprogramming. It also includes the contractual and legislative/statutory requirements, stakeholder management, managementreporting and auditing, and the assessment of the performance of a project and its individual stakeholders.


Managing projects

Level 1Demonstrate knowledge andunderstanding of all the stages of aproject life-cycle including thefeasibility study process, the toolsand techniques associated withproject controls, and the essentialrequirements of a projectaudit/closeout report.

Examples of activities and knowledgecomprised within this level are:• Preparing a project execution plan

and/or other similar managementtools

• Implementing a developmentappraisal or feasibility study for aproject

• Managing document control,information management systemsand management reporting systems

• Using value management/valueengineering techniques to advise onand improve the viability of thedevelopment

• Carrying out a life-cycle/whole lifecosting exercise including analysingreasons for, and implementation of,any design, cost and programmevariations

• Reporting on project processes andprocedures, performance andlessons learnt

• Analysing the actual performance ofthe project and the team andidentifying potential improvements.

Examples of activities and knowledgecomprised within this level are:• Designing and advising on a project

execution plan and/or other similarmanagement tools

• Providing reasoned and interpretiveadvice on development appraisals,feasibility studies and business plans

• Advising on the contractual,legislative and statutory requirementsfor a project

• Advising on and designing documentcontrol and information managementsystems and management reportingsystems

• Assessing and advising upon thechosen procurement route, projectteam structures and procedures

• Interpreting the results of a lifecycle/whole life costing exercise andgive advice on how these results canbe used to improve a development’sviability

• Assessing potential design changesto improve the development viability

• Assessing and advising upon theperformance of the project team

• Preparing audit reports and advisingthe client including identifying lessonslearnt and recommending appropriateresponses.

Level 2Apply the principles of the projectlife-cycle process including theimplementation of managementprocedures necessary for the smoothrunning of a project life-cycle/wholelife costing and risk assessment.

Level 3Provide evidence of reasoned adviceto the client on the detailedprocedures associated with theproject life-cycle, including strategiesand procedures to analyse, predictand control time and cost on projects.

Examples of knowledge comprisedwithin this level are:• The role of a project manager • Project team structures and

procedures such as PIDs, PEPs andPMPs

• How and why tasks are carried outat a particular stage and when it’sappropriate to deviate from thenorm

• The principles of contractual,legislative and statutoryrequirements of projects (includingtown planning legislation andbuilding regulations), documentcontrol, the requirements andinformation management systems,administrative processes, andmanagement reporting requirementsassociated with a project

• The client’s requirements and thedevelopment/project brief includingthe business case drivers for thedevelopment

• The techniques for the effectivecontrol of time and cost during thelife-cycle of a project including thereasons for any design, cost andprogramme variations

• Project risks and contingencyplanning

• The management of change.


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This competency is relevant to all data capture and measurement of land or property. In the context of the property pathways itrefers particularly to measurement of saleable/lettable areas for agency or valuation purposes. Within Facilities Managementmeasurement is important for benchmarking and operational cost considerations when comparing delivery across variousportfolios or properties.


Measurement

Level 1Demonstrate knowledge andunderstanding of the principles andlimitations of measurement relevantto your area of practice.

Examples of activities and knowledgecomprised within this level are:• Using the appropriate

instrumentation (including lasers andtapes) to capture sufficiently accuratedata, based on an understanding oflimitations of different instruments

• Dealing with and advising on sourcesof error from use of instruments

• Applying the appropriate guidancecorrectly in practice to undertakemeasurement of a variety ofproperties, understanding the basison which measurements should beundertaken

• Undertaking necessary calculations • Preparing and presenting

measurements in a mannerappropriate for the purpose they areto be used understanding the level ofaccuracy that is required for differenttypes of property.

Examples of activities and knowledgecomprised within this level are:• Level 3 is only recommended for

candidates with specialist knowledgeand experience of sophisticatedmeasurement and data capturepractice. Most property candidateswill only attain Level 2. For guidanceon Level 3 please refer to SCSIGeomatics pathway guide.

Level 2Apply your knowledge to undertakemeasurement. Use basic and/ oradvanced instrumentation to collectdata. Present appropriate informationgained from measurement.

Level 3Evaluate, present, manage, analysedata and/or apply spatial data andinformation. Show an advancedunderstanding of accuracy, precisionand error sources.

Examples of knowledge comprisedwithin this level are:• Relevant data capture techniques

including the use of lasers and tapes • The limitations of different methods

of measurement • Checking procedures for the

instruments used and thecalculations undertaken

• Potential sources of error from useof the instruments

• The basis on which measurementsshould be undertaken, i.e. the coredefinitions of measurement and theirapplication

• The appropriate standards andguidance relating to measurementwith particular reference to theRICS/SCSI Property measurement

• The degree of accuracy that isrequired for different types ofproperty and the use to which themeasurements will be put

• The use and limitations of plans anddrawings.


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This competency is about a broad range of performance management approaches and methodologies in FacilitiesManagement. Performance management will be focussed on delivering, improving and enhancing the service provided.Performance management will encompass cost, responsiveness, compliance, quality and end user satisfaction as a minimum.


Performance management

Level 1Demonstrate knowledge andunderstanding of performancemanagement approaches andmethodologies.

Examples of activities and knowledgecomprised within this level are:• Collection of benchmarking data • Collection of occupier satisfaction

data • Development and use of KPIs • Preparing data/information • Using selected methodologies and

techniques such as balancedscorecard to achieve agreedoutcomes

• Methods to improve performancemanagement

• Development of engaging andintuitive ways to present and reviewdata to add value

• Ensure feedback from the end users.

Examples of activities and knowledgecomprised within this level are:• Interpreting benchmark data leading

to clear action plan • Interpreting occupier satisfaction data

leading to clear action plan • Interpreting key KPIs leading to clear

action plan • Providing feedback on performance • Implementing a performance

management plan • Continuous performance

improvement • Continuous development of capturing

and streamlining managementinformation to drive improvement.

Level 2Apply your knowledge andunderstanding of performancemanagement within a businesscontext.

Level 3Provide evidence of reasoned adviceon the organisational requirements ofperformance management and showevidence of performance metrictracking across FM services andcapabilities.

Examples of knowledge comprisedwithin this level are:• The different types of FM data • Requirement for any performance

metrics to be SMART and focusedon improvement.

• The different types of data collectiontechniques

• The strengths and weaknesses ofdata collection techniques

• The various techniques formeasuring performance

• The benefit and usage of intelligentManagement Information

• How data can drive greaterworkplace satisfaction as well asefficiency.


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This competency relates to services and goods. It covers the selection of service providers – pre-qualification, tender lists,selection criteria; contract selection – alternative forms of contract; and pricing documentation. In this context a contract mightcover single service providers or multiservice management and implementation.


Procurement and tendering

Level 1Demonstrate knowledge andunderstanding of the main types ofprocurement. Demonstrateknowledge and understanding of thetendering and negotiationprocesses involved in procurement.

Examples of activities and knowledgecomprised within this level are:• Implementing pre-qualification

procedures using selection criteria todraw up tender lists

• Devising tender documentationincluding statements of scope ofservice and pricing schedule

• Participating in pricing and/or vettingof tenders

• Balancing risk and reward.

Examples of activities and knowledgecomprised within this level are:• Providing reasoned advice and

recommendations to clients onalternative procurement routes andtendering procedures

• Taking a lead role in the award ofcontracts and providing reasonedadvice on the decisions reached.

Level 2Apply your knowledge to theimplementation of the procurementroutes selected for your projects andto carrying out tendering andnegotiation processes relevant tothem.

Level 3Give reasoned advice on theappropriateness of variousprocurement routes. Manage thetendering and negotiation processand present reports on the outcome.

Examples of knowledge comprisedwithin this level are:• A practical knowledge of the

following areas: – Pre-qualification procedures – Selection criteria – Tender lists – Specifications – Service level agreements – Pricing documentation – Tender negotiation – Performance indicators – Service delivery models – Contract law.


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This competency covers the effective cost control of property/construction projects and/or facilities management contractswhilst in progress, including the principles of controlling and reporting costs on any project. They should have a detailedunderstanding of the control and reporting processes used on their projects.


Project finance

Level 1Demonstrate knowledge andunderstanding of the effectivecontrol of costs during a project.Demonstrate understanding of thelegal and contractual constraintsand the effect of time and quality onthe cost of a project.

Examples of activities and knowledgecomprised within this level are:• Managing project costs • Reporting and forecasting costs for

different procurement routes andclient types

• Using cashflows in financialmanagement

• Managing client budget/contingencies/risk allowances.

Examples of activities and knowledgecomprised within this level are:• Implementing change control

procedures within the contract • Establishing reporting regimes/

protocols • Using risk management and analysis

techniques • Advising on capital and operational

expenditure.

Level 2Apply your knowledge to themanagement of project costs. Thisshould include the preparation andpresentation of financial reports onthe performance of a project atappropriate intervals, to provideeffective forecasting of costs, risksand their financial implications.

Level 3Provide evidence of reasoned adviceon strategies and procedures tocontrol predicted expenditure in linewith a budget.

Examples of knowledge comprisedwithin this level are:• The effective control of costs while a

property/construction project is inprogress

• The legal and contractualconstraints on the cost of a projectsuch as changes in property orbuilding legislation and design riskallocation

• The reporting and forecasting ofcosts

• The principles of contingencies/ riskallowances.


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This competency covers the effective cost control of property/construction projects and/or facilities management contractswhilst in progress, including the principles of controlling and reporting costs on any project. Candidates should have a detailedunderstanding of the control and reporting processes used on their projects.


Risk management

Level 1Demonstrate your knowledge andunderstanding of the nature of riskand in particular, the risksassociated with your area ofbusiness/ practice.

Examples of activities and knowledgecomprised within this level are:• Applying the various methods and

techniques to measure risk • Participating in risk workshops • Preparing reports resulting from risk

workshops.

Examples of activities and knowledgecomprised within this level are:• Facilitating risk workshops including

preparation prior to the workshop • Evaluating the qualitative and

quantitative output from riskworkshops

• Ongoing monitoring of risk issuesthrough the project lifecycle.

Level 2Apply your knowledge to carry outrisk assessments taking into accountall relevant factors. Understand theapplication of the various methodsand techniques used to measure risk.

Level 3Provide evidence of reasoned adviceand implement systems to managerisk by competent management inrelation to specific projects.

Examples of knowledge comprisedwithin this level are:• The concepts of risk • The tools and techniques

commonly used to evaluate andmanage risk

• The use of risk registers and themodels used to quantify risk.


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41


This competency involves the integrated and disparate IT systems and spatial data science. The role will include the solution ofcomplex problems through the leveraging of data and technology as applied to the individual building level or the widerneighbourhood or city level.

Candidates will be part of multidisciplinary project teams, including planners, city engineers, surveyors, data architects, dataengineers, and analysts, working with smart city and building technology. The work is likely to include liaison with policy andoperations teams to develop and understand how smart city and intelligent buildings might benefit the stakeholders involved.

It requires knowledge and understanding of component elements of an IT service, including hardware, software, applications,sensors and networks and their integration into complete services to satisfy an operational requirement.


Smart cities and intelligent buildings

Level 1Demonstrate knowledge of thetypes of data that can be collectedthrough building, personal andinfrastructure sensors and howsensor data can be processed tosupport the management andvisualisation in the builtenvironment.

Examples of activities and knowledgecomprised within this level are:• Develop, codes, tests, corrects and

documents simple programmes orscripts under the direction of othersas part of a multi-disciplinary team

• Build and test simple interfacesbetween systems, or can work onmore complex integration as part of awider team

• Collaborate with others to reviewspecifications where appropriate

• Assist with the design, developmentand implementation of BusinessContinuity, Crisis Managementand/or Disaster Recovery Plansunder supervision

• Recognise and articulate the impactto city efficiency based on effectiveuse of open data sources

Examples of activities and knowledgecomprised within this level are:• Able to recognise risks and non-

compliance and makesrecommendations for change orinvestigation by information securityspecialists

• Advise clients on the design,development and implementation ofBusiness Continuity, CrisisManagement and/or DisasterRecovery Plans

• Develop and/or documentapplication scenarios combiningmultiple API sources to allow for theanalysis of spatial, building and thecity data to solve inefficiencies orcreating value-added services

• Develop business cases supportedby the data to drive organisationalchange and improve businessoutcomes.

Level 2Apply your knowledge to thecollection, storage and managementof spatial sensor data, demonstratingthe achievement of data quality, datahygiene and data security.

Level 3Provide evidence of the ability to useand generate application scenariosthat capture and store sensor data instructures that allows the analysis ofthe data by conventional and visualrepresentation.

Examples of knowledge comprisedwithin this level are:• The different phases of software

development lifecycle • Understand the role that technology

can play in the operation andmonitoring of buildings in use

• How technology can enhance theexperience for end users

• Look at how complimentarytechnologies can be combined toproduce rich managementinformation that can drive decisionmaking

• The risks and opportunitiesassociated with the gathering,storing and utilisation of buildingdata




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Smart cities and intelligent buildings Continued

Level 1 (continued)• IT infrastructure and services and the

impact of legacy services to protectthe integrity of the operationalenvironment

• Demonstrate understanding of theprinciples of the Internet of Things(IoT) and the appreciation of theimpact and relevance to smart cities

• Can describe the principles of atechnical security architecture andhow these can be used to reduceinformation risk

• Beyond RICS and SCSI’s ethicalstandards, candidates shouldunderstand and adhere to theapplicable data science ethicsframework.

Level 2 (continued)• Apply the knowledge gained from the

data collected to increase utilisation,improve efficiency and driveproductivity within the buildings andend users.


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This competency deals with the techniques associated with managing stakeholders on large, complex projects. Candidatesshould demonstrate an effective understanding and application of the various ways to identify, analyse and engage with therelevant project stakeholders.


Stakeholder management

Level 1Demonstrate knowledge andunderstanding of the principles andtechniques associated withengaging and communicating withall relevant project stakeholders,including an understanding ofdecision-making in pluralisticclients.

Examples of activities and knowledgecomprised within this level are:• Preparing a stakeholder management

strategy report covering planning andresourcing

• Applying the techniques to discover,understand, plan, engage and assessvalue to undertake the managementof stakeholder

• Preparing a structure chart and aRACI (Responsible, Accountable,Consulting and Informed) table toclarify roles and responsibilities.

Examples of activities and knowledgecomprised within this level are:• Advising on the options for

stakeholder management, bearing inmind the size, complexity andobjectives of the project

• Advising on the benefits, value andcosts of stakeholder management

• Advising on different methodologiesfor stakeholder management bearingin mind the maturity of the client andgeographic spread of the project.

Level 2Apply the knowledge to ensure thatall parties are aligned with the projectobjectives using identification,analysis, matrix and engagementtechniques.

Level 3Provide evidence of reasoned adviceand implement systems to managerisk by competent management inrelation to specific projects.

Examples of knowledge comprisedwithin this level are:• The challenges, opportunities and

benefits of stakeholdermanagement

• The key aspects of the individual,team and the project regardingstakeholder management

• The process of stakeholdermanagement and tools such as theIceberg Model.


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This competency is about the provision of strategic consultancy advice to clients on real estate issues influencing the business.


Strategic real estate consultancy

Level 1Demonstrate knowledge andunderstanding of the businesscontext of real estate, and anappreciation of the role of the realestate professional as a strategicadviser.

Examples of activities and knowledgecomprised within this level are:• Researching organisational

background • Preparing relevant data • Analysing data • Undertaking option appraisals for

real estate strategies • Using different styles of consultancy

intervention for different client needs • Using your knowledge of real estate

to find strategic solutions to meetclient requirements.

Examples of activities and knowledgecomprised within this level are:• Strategic advice and

recommendations to clients • Presentations to clients • Presenting data to support

recommendations.

Level 2Apply your knowledge andunderstanding of the businesscontext of real estate in a corporateor another context.

Level 3Provide evidence of reasoned oraland written advice on the principlesand application of real estateknowledge.

Examples of knowledge comprisedwithin this level are:• Organisational structures, values

and objectives • Business performance • The role and importance of real

estate in organisational/businessperformance

• The role of real estate in businessstrategies

• Strategic uses of real estate • Methods for appraising options for

real estate strategy • The role of the real estate

professional as a strategic businessadviser

• Styles of consultancy intervention.


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This competency relates to managing the supply chain and the providers of those services.


Supplier management

Level 1Demonstrate knowledge andunderstanding of how to managesuppliers using a logical process toensure that scope and value of theservice received meetsorganisational requirements.

Examples of activities and knowledgecomprised within this level are:• Involvement in a range of the

activities listed above at Level 1through: – Performance review meetings – Auditing of suppliers – Budgeting – Ordering variations to the service – Payment of suppliers – Developing collaborative relationships.

Examples of activities and knowledgecomprised within this level are:• Using user/customer feedback to

provide effective suppliermanagement, ensuring thatperformance matches the needs ofthe organisation

• Developing partnership relationshipsto deliver joint objectives with thesupply chain

• Developing learning and innovationwithin the supply chain.

Level 2Apply your knowledge andunderstanding by using an existingprocess to manage suppliers toensure that the scope and value ofthe service received meetsorganisational requirements.

Level 3Provide evidence of appropriateapproach to the management of anindividual supplier or group ofsuppliers based on the scale of theservice and the risk of service failure.

Examples of knowledge comprisedwithin this level are:• A practical knowledge of the

following areas: – Contracts – Service level agreements – Key performance indicators – Performance monitoring – Benchmarking.


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This competency covers the impact of sustainability issues. Candidates should have a thorough understanding of the impactmade by sustainability on their area of responsibility and have been involved with the financial management of that impact.


Sustainability

Level 1Demonstrate knowledge andunderstanding of why and howsustainability seeks to balanceeconomic, environmental and socialobjectives at global, national andlocal levels, in the context of land,property and the built environment.

Examples of activities and knowledgecomprised within this level are:• Carrying out capital cost and value

engineering exercises to determinethe impact of sustainability issues ondesign and construction processes

• Carrying out whole life analysisexercises which take account ofsustainability issues

• Corporate responsibility • Understanding the measures

undertaken by governments andinternational bodies to encourage thereduction of the environmentalimpact of development.

Examples of activities and knowledgecomprised within this level are:• Giving reasoned advice to your client

and stakeholders on the impact ofsustainability

• Giving reasoned advice on theapplication of environmental law andpolicy

• Interpreting environmental reportsand giving reasoned advice on thefinancial impact and programmeimplications on a project

• Giving advice on sustainable materialselection and how performancebaselines can be estimated.

Level 2Provide evidence of practicalapplication of sustainabilityappropriate to your area of practice,including circumstances in whichspecialist advice is necessary.

Level 3Provide evidence of reasoned advicegiven to clients and others on thepolicy, law and best practice ofsustainability, in your area of practice.

Examples of knowledge comprisedwithin this level are:• The principles of sustainability

within facilities management • The relationship between property

and the environment • How national and international

legislation, regulations and taxationrelating to sustainability affectconstruction

• Criteria by which sustainability ismeasured in relation to operationalbuildings

• The principles of how design,technology, construction andoperational processes cancontribute to sustainable building

• The principles of material resourceefficiency within the supply chain.


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This competency deals with the practical aspects of waste management including the regulatory framework, complianceissues, an appreciation of economic viability, technical design, planning and Pollution Prevention & Control (PPC) permitting,estates and project management.


Waste management

Level 1Demonstrate a broad appreciationof practical aspects of wastemanagement and regulatory regime.Undertake inspections of wastemanagement facilities.

Examples of knowledge comprisedwithin this level are:• An understanding of current and

emerging legislation includingLandfill Directive, Waste Strategy,Groundwater Protection Act,Landfill Tax and similar legislation

• The various waste managementtechnologies dealing with collection,recycling, treatment and disposaltogether with trends in the industry

• Estates and planning managementfunctions

• Inspection of facilities to assessproperty issues including ownershipboundaries, rights of way,easements, discharge consents,regulatory compliance.

Examples of activities and knowledgecomprised within this level are:• Advising on legal agreements,

royalties, rents, rating andcompliance issues

• Carrying out evaluation of facilities toassess economic and technicalviability

• Knowledge of landfill engineering anddesign, gas utilisation, environmentalcontrol systems and aftercaremeasures or similar aspects relatingto another waste treatmenttechnology

• Carrying out environmentalmonitoring of a waste managementfacility.

Examples of activities and knowledgecomprised within this level are:• Carrying out detailed valuations/

financial appraisals and preparingreports to clients in support ofdevelopment opportunities

• Designing and/or project managingplanning and/or PPC permitapplication or wastetreatment/disposal tenders

• Managing property interestsincluding purchase and sale of wasteassets

• Identifying and evaluating relatedbusiness opportunities including newtechnologies.

Level 2Demonstrate an appreciation of theeconomic and technical viabilityand/or management application ofthe practical requirements andmonitoring of waste facilities.

Level 3Design, advise on, and/or managewaste management schemes, theirimplementation and/or propertyinterests therein.


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This competency involves the supervision of a Facilities Management contract or programme as well as the disciplinesrequired to oversee project works on site. It is essential that candidates selecting this competency demonstrate a detailedknowledge of construction technology techniques and an in-depth knowledge of the requirements of FM delivery. Quality ofworkmanship through the construction phase and service delivery during operation are vital to ensure the long term functionalability of buildings, and candidates will be expected to demonstrate detailed knowledge of project quality requirements both inthe construction and operational phase.


Works progress and qualitymanagement

Level 1Inspect and record progress andquality of building works. Monitorand report on service deliverythroughout the lifetime of the FMcontract.

Examples of knowledge comprisedwithin this level are:• The ability to carry out a project

review, and the importance ofrecording progress of works, andthe quality of delivery

• The requirements of recordingprogress, and comparing toprogrammed works progress

• The requirement for qualitydescriptors as set out in thecontract documentation

• The difference between an inputand output specifications and howthese are being monitored

• The relevant standards that governeach of the service lines that arebeing delivered

• The Key performance indicators(KPIs) and Service LevelAgreements (SLAs) relating toservice delivery

• The monthly reporting obligations • Innovative techniques and

developments within servicedelivery disciplines.

Level 2Report and advise upon the adequacyof progress and quality of buildingworks. Report on advice on optionsrelating to service delivery andbuilding functionality.

Examples of activities and knowledgecomprised within this level are: • Carrying out inspections of works

being completed on site, andpreparing the necessary reportsshowing progress and quality issuesthat have arisen

• Preparing reports and advice forclients detailing the effects ofadditional instructions, amendmentsto specifications, and the likely effecton progress

• Recording for in house and externalpurposes reports on quality of workson site, including any works rejected,and the reasons for doing so

• Preparing business cases andoptions for clients that will enhanceutilisation or staff wellbeing

• Preparing options relating to wholelife cost and energy issues

• Advising on benchmarking options totest and challenge current and futureservices delivery

• Constantly challenging the servicedelivery model to drive improvementfor your client.

Level 3Manage and co-ordinate progressand quality of building works orFacilities Management delivery as acontract administrator/ supervisingofficer/ FM or equivalent.

Examples of activities andknowledge comprised within thislevel are: • Preparing cost reports or monitoring

maintenance/capital and operatingbudgets for clients, on worksprogress, showing any deviationfrom expected progress orexpenditure

• Implementing systems for recordingprogress and quality issues, andpreparing reports for externalcirculation

• Showing an understanding of thedifferences between the duties ofthe various parties within either abuilding or FM contract, and thoseof a person appointed solely toreport on progress and qualityissues

• Incorporating into your duties therequirements for progress andquality reporting

• Preparing alternative quality optionsfor clients which may drive costsavings without any detrimentaleffect on business delivery.


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Level 2Provide evidence of the practicalapplication utilising workspacestrategy to enhance and improvebusiness performance.

Examples of activities and knowledgecomprised within this level are: • Evaluate performance of the work

environment based on cost • Evaluate performance of the work

environment based on utilisationstudies

• Evaluate performance of workplacebased on occupant feedback

• Identifying impacts of implementing aworkplace strategy

• Understanding KPIs to determine asuccessful implementation.

Level 3Provide evidence of reasoned advicerelating to workspace strategies toenable the improvement of businessperformance.

Examples of activities andknowledge comprised within thislevel are: • Demonstrate alignment of the work

environment to business processes • Demonstrate alignment of the work

environment to occupier needs andpreferences

• Demonstrate how the workenvironment alignment impacts onbusiness performance

• Identifying the change managementelement of implementing a strategy

• Preparing and presenting a changeof strategy to a client

• Identifying the impact a workenvironment strategy will have on abusiness and how this will bemeasured


This competency explores the critical alignment of workspace with business strategy and operations to improve productivity.


Workspace strategy

Level 1Demonstrate knowledge andunderstanding of how workspacestrategy is integral to business.

Examples of knowledge comprisedwithin this level are:• The role of the work environment to

organisational performance • The role of different types of work

environment • The activities undertaken in the

work environment • How the efficiency of the work

environment is measured • Different types of workplace

strategies • How workplace strategy can impact

a business.


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Dating back to 1895, the Society of Chartered Surveyors www.scsi.ie

Ireland is the independent professional body for Chartered

Surveyors working and practicing in Ireland.

Working in partnership with RICS, the pre-eminent Chartered

professional body for the construction, land and property sectors

around the world, the Society and RICS act in the public interest:

setting and maintaining the highest standards of competence

and integrity among the profession; and providing impartial,

authoritative advice on key issues for business, society and

governments worldwide.

Advancing standards in construction, land and property, the

Chartered Surveyor professional qualification is the world’s leading

qualification when it comes to professional standards. In a world

where more and more people, governments, banks and commercial

organisations demand greater certainty of professional standards and

ethics, attaining the Chartered Surveyor qualification is the recognised

mark of property professionalism.

Members of the profession are typically employed in the construction,

land and property markets through private practice, in central and

local government, in state agencies, in academic institutions, in

business organisations and in non-governmental organisations.

Members’ services are diverse and can include offering strategic

advice on the economics, valuation, law, technology, finance and

management in all aspects of the construction, land and property

industry.

All aspects of the profession, from education through to

qualification and the continuing maintenance of the highest

professional standards are regulated and overseen through the

partnership of the Society of Chartered Surveyors Ireland and RICS, in

the public interest.

This valuable partnership with RICS enables access to a worldwide

network of research, experience and advice.

www.scsi.ie

Society ofChartered Surveyors Ireland38 Merrion SquareDublin [email protected] 01 6445500F 01 6611797

Documents

Your APC pathway guide to Facilities Management