/ Chartered Surveyor Apprenticeship
Employment Advance Enquiry Form
(Valuation Pathway) /

Introduction

This enquiry form is provided to enable the employer to understand the range of workplace training and support requirements required for the Chartered Surveyor Apprenticeship – Valuation pathway and will be used by UCEM to determine if the employment situation will enable funding eligibility and if the workplace training and assessment requirements for the apprenticeship can be met.

Please note:

  1. This form needs to be completed by a person with sufficient technical knowledge of Valuationin order to be able to interpret the RICS competency requirements. The person completing the form must also have sufficient knowledge of the work environment in which the apprentice will be based.
  2. Employers can provide the workplace training and support through the primary employment and where necessary, through placement with other businesses (secondments will need to be agreed with UCEM in advance)

Please save a copy of this form and then to complete the form by adding business and apprentice details and then checking the relevant workplace training and development opportunity box for each statement. Please return completed forms to

Business and Vacancy Details

Business name: / Enter text. /
Business address inc. postcode: / Enter text. /
Vacancy/apprenticeship location (inc. postcode) / Enter text. /
Primary contact name: / Enter text. /
Primary contact telephone number: / Enter text. /
Primary contact email address: / Enter text. /
Name of person completing this form: / Enter text. /
Job role of person completing this form: / Enter text. /

Apprentice and Employment Details

Apprentice name*: / Enter text. /
Apprentice email address / Enter text. /
Type of employment: / Choose an item. /
If fixed-term, please state contract duration in months: / Enter text. /
What will be the apprentice’s normal paid working hours per week? / Enter text. /
Will the apprentice be released to complete off-the-job training for a minimum of 20% of normal paid working hours? / Choose an item. /
Will the apprentice spend a minimum of 50% of their working hours in England? / Choose an item. /
Are you a Levy paying employer? / Choose an item. /
If Yes please state Digital Apprenticeship Account Name and Agreement No.
Does the business have a person that can act as the apprentice’s APC supervisor** during the apprenticeship? / Choose an item. /
Does the business have an MRICS or FRICS qualified person that can act as the apprentice’s APC counsellor** during the apprenticeship? / Choose an item. /

*If the apprentice’s name is not yet known or confirmed, please enter ‘to be confirmed’

** Further information on APC supervisor and an APC counsellor roles please refer to the RICS Counsellor Guide

Valuation Pathway Competency Requirement Overview

The RICS Assessment of Professional Competence (APC) Valuation pathway requires evidence of meeting

  • mandatory competencies - the personal, interpersonal, professional practice and business skills common to all pathways
  • core technical competencies - the primary skills of Valuation; and
  • optional technical competencies - additional Valuation skill requirements

All mandatory and core technical competencies must be met. In addition, three competencies to level 3 or two to level 3 and two to level 2.

Each competency is defined at three levels of attainment. APC candidates must reach the required level in a logical progression and in successive stages. The levels are:

  • Level 1 – knowledge and understanding
  • Level 2 – application of knowledge
  • Level 3 – reasoned advice, depth and synthesis of technical knowledge and its implementation.

The table below lists the requirements of the Valuation pathway.

Mandatory Competencies / Core Technical Competencies / Optional Competencies
Level 3
  • Ethics, Rules of Conduct and professionalism
Level 2
  • Client care
  • Communication and negotiation
  • Health and safety
Level 1
  • Accounting principles and procedures
  • Business planning
  • Conflict avoidance, management and dispute resolution procedures
  • Data management
  • Diversity, inclusion and teamworking
  • Inclusive environments
  • Sustainability
/ Level 3
• Inspection
• Valuation
Level 2
• Measurement / Three to Level 3 or two to Level 3 and two to Level 2*
• Accounting principles and procedures or Conflict avoidance, management and dispute resolution procedures or Data management or Sustainability
• Auctioneering • Building pathology
• Capital taxation • Compulsory purchase and compensation
• Construction technology and environmental services
• Contaminated land • Corporate recovery and insolvency
• Development appraisals • Indirect investment vehicles
• Insurance • Investment management (including fund and portfolio management)
• Landlord and tenant • Leasing and letting
• Legal/regulatory compliance • Loan security valuation
• Local taxation/assessment • Planning and development management
• Property finance and funding • Property management
Purchase and sale • Strategic real estate consultancy
• Valuation of businesses and intangible assets
Plus, one to Level 2 from the full list of technical competencies, including any not already chosen from the optional list.

* Candidates planning to specialise in Residential survey and valuation must choose Building pathology to Level 3 as part of their optional competency requirements.

Candidates planning to specialise in Machinery and business assets must choose two competencies to Level 3 from the following list as part of their optional competency requirements:

• Auctioneering • Accounting principles and procedures or Conflict avoidance, management and dispute resolution procedures or Sustainability • Capital taxation • Compulsory purchase and compensation • Corporate recovery and insolvency • Insurance • Investment management (including fund and portfolio management) • Leasing and letting • Legal/regulatory compliance • Local taxation/assessmentPurchase and sale

Workplace Training and Development Opportunities

For each competency area in each section that follows, please indicate what workplace training and development opportunities will exist based upon the following descriptors:

Frequently: / The apprentice will have regular and multiple opportunities to undertake workplace training and development.
Sometimes: / The apprentice will have some opportunity to undertake workplace training and development, but such opportunity may be limited or infrequent.
Never: / It is not anticipated that the apprentice will have access to undertake workplace training and development in this area.

For competencies where it is considered that workplace training and development opportunities will ‘never’ exist, employers have the option to arrange a secondment to enable the competency to be covered. Secondments will need to be agreed with UCEM in advance.

Mandatory Competencies

To be able to compete this section you will need to refer to pages 7to 19in theRICS Requirements and Competencies Guide.

Apprentices will be required to cover all competencies within this section to the level shown.

Ethics, Rules of Conduct and professionalism
Please refer to the RICS Requirements and Competencies Guide page 7 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Client care
Please refer to the RICS Requirements and Competencies Guide pages8 and 9 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
Communication and negotiation
Please refer to the RICS Requirements and Competencies Guide page 10 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
Health and safety
Please refer to the RICS Requirements and Competencies Guide page 11 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
Accounting principles and procedures
Please refer to the RICS Requirements and Competencies Guide page 12 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Business planning
Please refer to the RICS Requirements and Competencies Guide page 13 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Conflict avoidance, management and dispute resolution procedures
Please refer to the RICS Requirements and Competencies Guide pages14and 15 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Data management
Please refer to the RICS Requirements and Competencies Guide page 16 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Diversity, inclusion and teamworking
Please refer to the RICS Requirements and Competencies Guide page 17 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Inclusive environments
Please refer to the RICS Requirements and Competencies Guide page 18 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
Sustainability
Please refer to the RICS Requirements and Competencies Guide page 19 to when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /

Core TechnicalCompetencies

To be able to compete this section you will need to refer to the identified page(s)in theRICS Valuation Pathway Guide.

Apprentices will be required to cover all competencies within this section to the level shown.

Inspection
Please refer to the RICS Valuation Pathway Guide page 21 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Valuation
Please refer to the RICS Valuation Pathway Guide page 37 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Measurement
Please refer to the RICS Valuation Pathway Guide page 29when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /

Optional TechnicalCompetencies

To be able to compete this section you will need to refer to the identified page(s)in theRICS Valuation Pathway Guide.

Apprentices will be required to cover three to Level 3 or two to Level 3 and two to Level 2.

Please complete threeor four competencies in this section only.

Accounting principles and procedures
Please refer to the RICS Valuation Pathway Guide page 8 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /

or

Conflict avoidance, management and dispute resolution procedures
Please refer to the RICS Valuation Pathway Guide pages13 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /

or

Data management
Please refer to the RICS Valuation Pathway Guide pages18 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /

or

Sustainability
Please refer to the RICS Valuation Pathway Guide page 36 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Auctioneering
Please refer to the RICS Valuation Guide page 9 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
Building Pathology
Please refer to the RICS Valuation Pathway Guide page 10 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Capital taxation
Please refer to the RICS Valuation Pathway Guide page 11 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Compulsory purchase and compensation
Please refer to the RICS Valuation Pathway Guide page 12 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Construction technology and environmental services
Please refer to the RICS Valuation Pathway Guide page 15 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /
RICS Level 3 competencies? / ☐ / ☐ / ☐ /
Contaminated land
Please refer to the RICS Valuation Pathway Guide page 16 when completing this section.
Will the business be able to provide workplace training and support to enable the apprentice to develop and evidence the: / Workplace training opportunity / If you have entered ‘Never’, please indicate how you intend to cover the competency area
Frequently / Sometimes / Never
RICS Level 1 competencies? / ☐ / ☐ / ☐ /
RICS Level 2 competencies? / ☐ / ☐ / ☐ /