mentoring

Changes to the APC submission process from Spring 2020

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FOREWORD: Please be aware that this post is not an official RICS guidance.

All the advice given in this blog is based on my personal interpretation of the APC Candidate’s Guide which I have enhanced through many discussions with fellow APC Mentors and APC Assessors.

 

The Application Form and the 3 signatures

Your counsellor and your supervisor, if you have one, will sign off your submission documents but you also need to submit a separate application form to be allowed to present yourself at the APC assessment interview.

Three people must sign this application form and there are some strict rules to follow;

  • All proposers must chartered surveyors but it could be from any pathway. (Your counsellor will traditionally be your first proposer)
  • One of the three proposers must be a fellow (FRICS)
  • One of the three proposers must not work in the same organisation than you. (It could be a former colleague, a client or a former university friend.)

This is nothing new, it has been in place for decades. What has changed is the way you access this application form.

This form used to be available to download from the RICS website but it was then moved onto ARC where it was only available during the 2-week submission window twice a year.

From Spring 2020, this has changed again. There is no longer a Word Document form, instead you must complete the information online through ARC.

Plan ahead

The online form will only be accessible once you have completed all the other sections and your counsellors has approved everything. In other words, all the ‘boxes’ must be green.

Please be aware that it can take a couple of hours for your counsellor to approve everything as the system is quite painstaking, so do not leave it to the last minute.

Please do also bear in mind that if you change a single comma or word in your submission, the box will turn red and your counsellor will need to re-approve it. I would recommend you to send a Word Document draft to your counsellor and ensure that he/she agrees with everything and only then, copy and paste the final version onto ARC. This will save your counsellor a lot of time and frustration.

Once all the boxes are green and you have completed the online application form, ARC will send an email to your three proposers, requesting them to ‘tick’ an approval box. You will need to have obtained in advance your proposers’ names, RICS membership numbers and email addresses.

If you thought that finding a fellow was challenging, imagine trying to find a fellow who will be sitting by his/her laptop a few minutes before midnight on deadline day, waiting for ten candidates to be ready to submit?

No, nobody will be willing to do so. You will really need to plan ahead!

Please show some consideration for the people supporting you through the APC process. Make sure that your whole submission is approved within the first few days of the submission window to give your other signatories enough time to sponsor your application.

In-flight candidates 

If you are an in-flight candidate, you will not be able to access the online form. You will need to contact the RICS and request a copy of the old Word Document.

But because we are really nice, you can also download a copy here: Proposer_seconder_template_RICS_jf

Best of luck!

Sonia Desloges

Director, APC Support Limited

 

 

 

 

 

Dealing with referral

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Note: This guidance is in line with the new rules that came in force on 1st August 2018. These rules apply to all candidates regardless of when they enrolled.

If you are reading this post, you have probably received the dreaded news that you were unsuccessful at your APC. This is probably quite a low time in your career but remember that all successful people have suffered failure at some point in their lives. Think about the spectacular failures of Virgin America and Virgin Cola! Richard Branson is not doing too badly nowadays, is he?

We have helped dozens of referred candidates pass their APC at their next attempt and here are a few words of wisdom that we have learnt from them.

Be upset but take it on the chin

First, you should take the time to be upset about it. You put a lot of efforts into your APC preparation and it is normal to be disappointed, disheartened or even angry. Do not hold back talking about it. 35% to 45% of candidates get referred every session so there will people in your network who will have shared the same experience and will be happy to compare notes with you.

Once you have passed this initial stage of upset, you need to take it on the chin and move on. Let’s show these assessors what you are truly made of!

I know of many brilliant surveyors who got referred at their first attempt. Being referred does not mean that you are not good at your job, it just means that there was something that you could not demonstrate at the interview.

The panel has only met you for one hour, so it is true that they do not have much time to get to know you, however the APC is quite a robust and impartial process. While you may feel that you have been unfairly referred, you have to accept it, identify your weaknesses and work on them.

Should I appeal?

The RICS allow you to appeal if you feel that the interview was not managed correctly. There is a £100 appeal fee and if successful, you will be invited to another interview free of charge, but you will not automatically become chartered.

If you were referred in a number of competencies, there is little hope of your appeal being successful. However if you were solely referred on your case study and it was obvious that you were being questioned on another candidate’s case study, this would be a valid ground (although quite an unlikely scenario!).

Remember that writing a referral report takes hours and assessors do not get paid for it, so believe me when I say that they want nothing more than to pass you! If they referred you, they had strong grounds even if you may not grasp them yet.

Personally, I would not bother and focus my energy on working on my next attempt.

Identify your weaknesses

You should receive your referral report within 21 days. Some panels will provide more details than others and you may not agree with all its contents, but regardless of this, your starting point for your next attempt must be your referral report.

There are several reasons why you may have been referred and each will require a different response.

1- Lack of level 1 knowledge

Most graduate candidates will be still in study mode after university and will have read all the books and memorised their contents. If you have not, well, it is a good time to re-open your books! If there was something that you did not know last time, make sure that you have studied it this time!

The more mature candidates may have found the revision stage more challenging. You may be good at what you are doing but the assessors expect you to understand why your company asks you to do things in a certain way. There will always be a guidance or a regulation that justifies the way you approach a task. Exploring the ‘Knowledge’ tab in the RICS website would be a good starting point.

Keep your rules of conduct and ethics up-to-date too. The ‘News’ tab on the RICS website will provide you with all the industry’s current topics and latest RICS publications.

We also offer an on-demand online library of revision webinars if you need a more structured approach to your revisions.

2- Did not follow industry best practice

Cutting corners or doing things your own way and ignoring the RICS professional guidance is not acceptable from an aspiring chartered surveyor. If it is the way you work, you will need to change your approach if you want to become chartered.

If your employer puts you under pressure to cut corners, you must be an ambassador to the RICS and promote best practice. You cannot passively follow bad orders. It does not matter too much if they ignored your advice as long as you used your best endeavour to correct procedures.

If you are not even aware that you are cutting corners, I would recommend you to read all the RICS professional guidance available on the RICS website and start applying it.

Many candidates think that they deserve to be chartered because they have 9 or 10 year experience but if you have been doing everything wrong all this time and you are not addressing this now, you will get referred again.

3- Did not demonstrate level 3

This is probably the biggest cause of referral. There are two possible reasons.

First, have you truly provided reasoned advice to a client on the topics listed in your pathway guide at level 3 or were just doing as you were told?

Sitting in a meeting room listening to your manager giving advice to a client is not the same than leading discussions yourself while your manager is only attending the meeting to support you if you get into difficulties.

If you are not getting enough client’s exposure to gain the level 3 experience, you must have an honest conversation with your employer. Why are they not trusting you with their clients?

Sometimes they may have simply not realised that they are not giving you the opportunity to grow in your role and this conversation can help open new doors for you.

But sometimes, you may not be ready and you need to carefully listen to your manager’s feedback and agree a plan of action for you to progress.

In some very rare situations, your employer will not be interested in your professional development and looking for opportunities elsewhere may be your only option. But do be critical of yourself before blaming others!

The second potential reason is that you may have not expressed yourself correctly at the interview. Did you answer many questions with ‘we advised’ rather than ‘I advised’? When challenged on the advice that you gave, were you unable to stand by your choices and justify them? Were you rushing to your solution without taking the assessors through your logical thought process?

If this is your case, this can be easily addressed. You need to read your submission documents in details (or ask an assessor to help you if you know one) and challenge yourself on all the advice that you gave at level 3. Why was it the best solution against the project’s objectives? Was there any risks in this option that you should have mitigated? Was there other potential solutions that you did not think of at the time? Which advice did you give to the client on other related topics? How does this fit in the bigger picture?

If you amend your submission documents accordingly and practise answering this kind of questions, your next attempt will be a much better interview.

We offer mini-mocks with one assessor which can be a way to practise answering level 3 questions if you cannot find a colleague who could help. We can also assist you with your revised documents if you wish.

4- Does not have the relevant experience

If the assessors repeatedly asked you to give examples that were not in your summary of experience or asked you to provide advice on a fictional scenario, it is likely that they felt that you had not covered some key aspects of your pathway in your documents. If you could not give them an example at the interview or you desperately waffled some vaguely related answer, this will confirm that you have not yet achieved all the relevant levels. Your counsellor should have probably not signed you off but this is a different matter…

You need to pick up your pathway guide and list off all the activities that you have not achieved to establish a competency gap that you can take to your line manager. Assisting your colleague to do something once does not count as meeting a competency requirement! Discuss with your employer a plan of action to close these competency gaps and monitor your progress every couple of months. If your employer is unable to give you the relevant experience, you could accept to delay your APC or apply for a job elsewhere. Please be aware that you are unlikely to be advising clients for months if you change employer as they will want to test your abilities first, so think carefully!

The re-submission process

There used to be a referral section where candidates had to explain how they had addressed the deficiencies identified in their referral report but since 01st August 2018, this section has been omitted.

As a result, you can simply re-write part or all of your submission documents as you feel fit. As a minimum, make sure that you address all the deficiencies identified in your referral report as (most) assessors will have spent a lot of time writing it to put you in the right direction.

If your referral report recommends that you should write a new case study or if it is now out-of-date, do not just ignore it: write a new case study. It will take you more time but starting afresh can help boosting your confidence. Do trust the assessors; Going back to the interview with a weak case study is not going to help you.

Please be aware that since 01st August 2018, assessors will no longer be informed whether a candidate was previously referred or not. Therefore, you no longer need to upload your referral report on ARC and you will be assessed in exactly the same conditions than your first attempt. The idea is to remove any conscious or unconscious bias from the assessors.

As the number of assessors is limited, your new panel may include one – and no more than one – of your previous assessors but the chances are that he or she will not remember much about your first interview so do not be put off if you recognise a face.

Need further help?

Hopefully, this post will have put you in the right direction but if you need further help preparing for your next attempt, we offer a number of support services for referred candidates as well as a complete preparation programme.

Best of luck!

 

Routes to MRICS chartership

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FOREWORD: Please be aware that this post is not an official RICS guidance.

All the advice given in this blog is based on my personal interpretation of the APC Candidate’s Guide which I have enhanced through many discussions with fellow APC Mentors and APC Assessors.

 

Routes to MRICS Chartership

There is no standard profile for APC candidates so the routes to chartership are varied and ever evolving. I thought it would be worth dedicating a post to the options available.

 

Option 1: You have an accredited degree (list available through the RICS wizard)

  • You have less than 5 years experience after graduation. (Your final year if you completed your degree on a day release and your sandwich year if applicable count as relevant experience)

Once enrolled, you need to complete a minimum of 24 months or 400 days of structured training before being eligible for the interview.

  • You have between 5 and 10 year experience after graduation.

Once enrolled, you need to complete a minimum of 12 months or 200 days of structured training before being eligible for the interview.

  • You have over 10 year experience after graduation.

You are eligible to sit your APC as the next session after enrolment and do not need to complete any structured training.

Structured training is a period of work experience during which your counsellor will support you to develop the competence and experience expected of a chartered surveyor. You will need to keep a daily diary of your work activities (through ARC) which will automatically generate a summary called the log book.

Many candidates elect to defer their interview in order to make sure that they have gained sufficient relevant experience, so do not feel under pressure to rush into it!

 

Option 2: You have a non-accredited degree

This must be a university degree but it may have been obtained from abroad, be from a non-accredited university or be from another disciple.

  • You have less than 5 year relevant experience (It must be in the role under which you want to sit your APC and may be before or after graduation)

Sorry, you are not yet eligible for the APC. You need to wait until you have acquired at least 5 year experience.

  • You have more than 5 year relevant experience

You are eligible for the APC under the Preliminary Route.

You must prepare your APC submission documents in full and send them for preliminary review via ARC during one of the prescribed windows.

Two experienced assessors will review your documents and decide whether they are of sufficient quality to proceed to the interview. As you do not have an accredited degree, they just want to check that you have understood the various competencies before sending you to the dreading interview!

If your documents do not meet the required standards, you will need to submit a revised version at the next window, usually 6 months later.

If you are successful, this is your opportunity to fine-tune your documents based on the reviewers’ feedback. You will need to upload the final version on ARC a couple of months before your interview.

 

Option 3: You are a senior professional or an expert

Regardless of your qualifications, if you are a senior professional (= a director, a business unit leader or manage a large team with some business management involvement) or an expert (= you have published books and articles), you could apply under the Senior Professional Route (SPA).

Under this route, 75% of the assessment will be focused on your management skills. While this may sound easy, the referral rate is actually extremely high so choose wisely!

 

Option 4: You are already a member of another professional institution

If you have been a full member of Chartered Institution of Civil Engineering Surveyors (ICES) for over 5 years (with a degree) or 10 years (no qualifications), then you can become a full member of the RICS without even sitting the APC.

If you are a member of other professional bodies such as RIBA, ICE or CIOB, you can apply for your APC. If you do not have a degree or it is non-accredited, you will still need to apply through the preliminary review route. You will usually have to have been a member for at least one year by the time of your final assessment so if you have to submit your documents from preliminary review, you can do it within 6 months of becoming a member of another professional body.

The timescales may vary slightly depending on your membership. You need to call the RICS to discuss your personal situation.

Please refer to the RICS wizard for the full list in the UK and abroad.

 

Option 5: You do not have a university degree

At the moment, you do not fit in any boxes! Becoming MRICS will be a long process but it is possible. Here are your options;

  • If you are a director or a manager with substantial responsibilities, you may apply through the SPA route within a few months.
  • Contact the professional bodies (relevant to your role) listed on the online wizard and check which ones would allow you to become a member without qualifications. You can then wait for the prescribed number of years (usually 12 months by the date of your APC interview) and apply for your APC through the preliminary review. Some are easier to achieve than others. I would recommend MAssocE if you are a QS as it only takes a couple of weeks! You can send your documents for preliminary review up to 6 months before you have met the minimum membership duration.
  • Become AssocRICS. This is a lower level of RICS membership and you do not need a degree. To convert to MRICS, you will then need to complete 900 study hours (conversion course – distance learning from one of the RICS approved suppliers), complete 4 years of further work experience and then pass the APC.
  • Complete a university degree. If you have sufficient UCAS points, you may complete a degree on a day release. Some universities offer an accelerated programme over 3 years. You can then apply for your APC under the preliminary review or the structured training route (you may want to discuss this with the RICS before selecting your course).
  • New APC entry route. The RICS is currently piloting a new entry route whereby candidates can complete an online qualification (conversion course) with the RICS to become eligible for the APC. This is very much work in progress so watch this space. This route will still require a substantial amount of studying but will be a faster option than the conversion from AssocRICS to MRICS.

Further help

If you are still unsure about the best way forward, please feel free to get in touch with us at Sonia@APCsupport-ltd.co.uk.

If you need support with your APC, we offer a complete programme of APC mentoring at all stages of the APC preparation including documentation review, on-demand revision modules, APC Questions packs, mock interviews and one-to-one mentoring. Please visit our website to discover the full range of our services: APC Support Limited.

And as always, we are on Twitter @APCsupport_Ltd and you can send me an invite on LinkedIn if you would like to be notified of our latest events.

RICS APC – Business Planning

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Introduction.

Business Planning is a mandatory competency that APC candidates from all pathways need to achieve at Level 1.

Candidates from the Art & Antiques pathway may elect to take this competency to Level 2 or 3 as part of their optional selection.

Business Planning is a Core Competency at Level 3 for the Management Consultancy pathway.

Please note that the requirements at Level 1 when taken as a Technical Competency within the aforementioned pathways are slightly different from the requirements as a Mandatory Competency. You should refer to your specific Pathway Guide for more details.

What is it about?

The official RICS definition is:

Level 1 = ‘Demonstrate knowledge and understanding of how business planning activities contribute to the achievement of corporate objectives’.

It includes several topics:

  • Legislation and principles of law – See Pg. 33 of the RICS Practice Management Guidelines
  • Types and essential elements of Business Plans
  • Short term / long term strategies
  • Market analysis (SWOT / PEST)
  • Organisational structures / Staffing levels – recruitment / turnover
  • Business support services – administration, secretarial, HR, IT etc.

Most APC candidates will have come across the key concepts of Business Planning – knowingly or not – at some point during their graduate studies. Some of the largest employers may also offer on-line management training modules. Alternatively nothing stops you from picking up a basic book on business management to brush on your knowledge in strategy, organisational structures, market analysis, etc

I also strongly recommend you to read the RICS Practice Management Guidelines  to understand how business planning is relevant to surveyors. It has now been withdrawn but we have saved a copy for you!

Those working in the largest companies may recognise some of the tools used by their employers and gain an understanding of why those are in place. Those working in small practices or as self-employed may find very useful advice to grow their business acumen.

Potential APC Questions

Due to time constraints, assessors will only have time to ask you a few questions on Business Planning. As a minimum they will expect you to know what a business plan is, be familiar with your company’s business plan and business model, and understand how you can contribute to the achievement of your company’s corporate objectives.

If you are applying under the Senior Professional Route (SPA), assessors will expect you to have a detailed understanding of the development and implementation of your company’ s business plan.

Some very classic questions would be;

  • What is a business plan? What do you find in a business plan?
  • Can you tell us about your company’s current business plan?
  • What is your company’s management structure / business model?
  • What are your company’s values?
  • What tools does your company use to manage its business?
  • How do you ensure that you contribute to the achievement of your company’s objectives / business plan?
  • What is contained within an appointment document? What are your company’s terms of business?
  • What is the relevance of a SWOT or PEST analysis to business planning?

Some points that you will have stated in your Summary of Experience may trigger some questions more specific to your experience and personal knowledge.

For example you may state in your Summary of Experience that you have studied Porter’s Five Forces Model, SWOT analysis and PEST analysis as part of a business module at University. This may lead the APC assessors to ask you to explain what they are and to give an example specific to your company.

Final Tips

Business Planning is a crucial competency for those considering setting up their own practice or progressing to a management role after attainment of the MRICS status. I therefore recommend that you do not neglect it, both for your APC and future career development.

Familiarise yourself with your company’s business plan and its management structure and tools. Consider how you personally contribute to achieving its objectives (‘achievement of corporate objectives’ is contained within the definition of this competency). This may be by completing your timesheets and expenses in a timely manner or assessing your own competences and planning your CPD’s to acquire the relevant skills.

Make sure that you understand how to prepare a business plan and what it should look like.


All our past APC candidates will give you the same advice: do not underestimate the time required to revise (learn?) for your APC! It will easily take you 3 months of solid studying every evening.

To make this task a little easier, APC Support Ltd offer on-demand revision webinars covering all the technical and mandatory competencies in Quantity Surveying, Built Infrastructure, Building Surveying, Building Control, Project Management and Facilities Management.

Alternatively, we offer face-to-face training for corporate clients across the UK. Please e-mail us at Sonia@APCsupport-ltd.co.uk to discuss your requirements.

All the modules are recorded and will provide you with over 30 hours of formal CPD. You can attend them on a pay-as-you-go basis or subscribe to our unlimited revision package.

Best of luck!

RICS APC – Accounting Principles and Procedures

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Introduction.

Accounting Principles and Procedures is a mandatory competency that APC candidates from all pathways need to achieve at Level 1.

Candidates from some pathways (Art & Antiques, Commercial Property Practice, Property Finance and Investment, Rural Surveying, Valuation) may elect to take this competency to Level 2 or 3 as part of their optional selection.

Accounting Principles and Procedures is a Core Competency at Level 3 for the Taxation Allowance pathway.

Please note that the requirements at Level 1 when taken as a Technical Competency within the aforementioned pathways are different from the requirements as a Mandatory Competency. You should refer to your specific Pathway Guide for more details.

The examples provided in this post are more focused on the Construction pathways but you should be able to relate our tips and advices to other Property and Land pathways.

What is it about?!

The official RICS definition is:

Level 1 = ‘Demonstrate knowledge and understanding of accounting concepts and the format and preparation of management and company accounts, including profit and loss statements, cash flow statements and balance sheets.’

This gives you the first clues to your study list;

  • Company Accounts & the Companies Act 2006
  • Management accounts vs. Financial accounts
  • Profit and loss statement vs. Balance sheet
  • Cash flow statements

Less obvious topics depending on your experience and CPD records may include;

  • Taxation
  • Capital allowances
  • Ratio analysis
  • Profitability / Insolvency
  • Auditing

All candidates may potentially set up their own practice or join their company’s management team in the future, therefore a basic knowledge of Accounting Principles is required;

  • For monitoring your own business accounts.
  • For assessing your competition.

Candidates may use Accounting Principles for different purposes depending on their pathway and experience;

  • For assessing the financial strength of contractors (for example in PQQ’s in a tender process or to assess initial signs of insolvency).
  • For assessing the financial strength of potential landlords and tenants.
  • For profits-method valuation

Potential APC Questions

Due to time constraints during the interview you are unlikely to be asked more than one or two questions on Accounting Principles but which questions is anyone’s guess!

Some very classic textbook questions would be to describe or compare and contrast some of the accounting documents;

  • What is the difference between a profit and loss statement and a balance sheet?
  • What do companies need to provide every year in accordance with the Companies Act 2006?
  • What is the purpose of a cash flow statement?

Some points that you may have stated in your Summary of Experience, your Case Study or previous answers may trigger some questions more specific to your experience.

For example, as a Quantity Surveyor, you may state in your Summary of Experience that you have reviewed the contractors’ financial information as part of a PQQ. Or that you have carried out a credit check before recommending the appointment of a contractor in your tender report. This may lead the APC assessors to ask you questions such as;

  • How do you carry out a credit check / analyse company accounts?
  • What type of financial information do you usually request in a PQQ?

Which may lead to;

  • What type of ratios can you use? (liquidity ratios, profitability ratios, gearing ratios)
  • What are the signs of insolvency in a credit check / company accounts?

Which could in turn lead to;

  • What measures would you recommend if your client insists on appointing a contractor with low credit rating? [This would be asked within the Procurement and Tendering competency]

Or you may state that you are aware of your company’s accounts which were presented to you at a staff meeting. The panel would then expect you to know the answer to this question;

  •  What is your company’s current turnover and profit?

Final Tips

Remember that you are expected to achieve this competency at level 1. While you should be aware of the main accounting ratios, you are not a qualified accountant and you should not claim that you are analysing companies accounts for your client. (Do not fall short of the RICS Rules of Conduct!)

Remember that for most candidates, you only need to attain level 1 so keep it simple.


All our past APC candidates will give you the same advice: do not underestimate the time required to revise (learn?) for your APC! It will easily take you 3 months of solid studying every evening.

To make this task a little easier, APC Support Ltd offer on-demand revision webinars covering all the technical and mandatory competencies in Quantity Surveying, Built Infrastructure, Building Surveying, Building Control, Project Management and Facilities Management.

Alternatively, we offer face-to-face training for corporate clients across the UK. Please e-mail us at Sonia@APCsupport-ltd.co.uk to discuss your requirements.

All the modules are recorded and will provide you with over 30 hours of formal CPD. You can attend them on a pay-as-you-go basis or subscribe to our unlimited revision package.

Best of luck!

Case Study – Part 3: Perfecting your draft.

Posted on Updated on

FOREWORD: Please be aware that this post is not an official RICS guidance.

All the advice given in this blog is based on my personal interpretation of the APC Candidate’s Guide which I have enhanced through many discussions with fellow APC Mentors and APC Assessors.

Sonia Desloges MRICS

Director, APC Support Ltd

 

 Case Study – Part 3: Perfecting your draft.

As explained in my first post on the Case Study, writing your Case Study should advance in three stages:

  1. Select your key issue(s)
  2. Write your Case Study to the requisite format
  3. Perfect your drafts applying concise and logical reasoning, using accurate vocabulary and demonstrating level 3 competencies.

So here it is, the third and final post in which we are going to examine the third stage.

Let’s remind ourselves of the purpose of the Case Study:

You want to persuade the assessors that your key issues have enabled you to attain or apply several level 3 competencies and that you have demonstrated excellent ethical and professional standards, ultimately proving to them that you are worthy of the MRICS status!

How do you achieve this?

Logical reasoning

The Case Study is not a story telling exercise. You must explain and evidence how you have effectively overcome your key issue(s).

Explaining requires three elements;

  • Facts (‘What’)
  • Background (‘How’)
  • Reasons (‘Why’)

Therefore, start by reviewing your draft case study and make sure that each fact is backed up by a ‘how’ and a ‘why’.

As the word count is very tight, I would recommend that you omit everything that does not contribute to explaining how you resolved your key issue(s). You may add some specific facts or figures to reinforce a couple of key points but you may also leave some areas of detailing open for the assessors’ questioning.

Using the appropriate vocabulary

The assessors are only interested in what YOU did. Write the whole of your Case Study using the first person and active verbs.

Level 3 is all about advising the client so do not hesitate to use some strong vocabulary such as I recommended, I advised, I explained, I made it clear, I made my client aware that, I warned against, etc.

 Remember that ‘I did’ is level 2 only!

 The second review of your draft Case Study should focus on these two points as they can make a significant impact on the quality of your submission: use the first person and active verbs!

Best practice

 Be careful that your approach should strictly follow industry best practice and the RICS standards. As a chartered surveyor, you will be expected to act as an ambassador of the RICS. Your Case Study is also supposed to be based on your best piece of work so demonstrating plain ignorance of the RICS standards is not going to be a smart option for your APC!

However, having worked with many candidates, I know that things do not always go exactly to plan in real life and that you may have been under pressure to deviate from best practice.

There are three ways to address this issue in your case study;

  1. If it is a minor point, play it safe and do not mention it. If really needed, be vague or make a slight ‘adjustment’ but be mindful that assessors may question you on this aspect of your Case Study. Be prepared!
  2. Take responsibility. Explain that you advised your client against it. Demonstrate that you took the required steps to protect both your employer’s and your client’s interests. Ask as many people as possible to review your Case Study to make sure that you are not inadvertently shooting yourself in the foot.
  3. If it is a serious deviation, it is likely that your project is not suitable for your Case Study. Learn your lessons and select a different project or defer your final assessment.

In any case, do not make things up!!!

Lessons learnt

Most candidates are very generic in their lessons learnt. They restrict themselves to some classic ones such as the importance of good communication within a team, the importance of understanding the client’s requirements, the importance of setting up processes to identify issues early.

If you want to stand out, you need to be more specific than this. Look at the competencies that you have developed during your key issues. Look at your pathway guide and the examples of activities that you are expected to carry out to demonstrate level 3 in those competencies.

What did you learn about these tasks during your key issues? Have you discovered better ways of completing them? Did you follow best practice and understood why it has to be done that way?

Obviously you should avoid to simply state that you have learnt how to carry out your day job through your key issue! Use more subtle vocabulary such as:

I have enhanced, I have built up on my previous knowledge, I have gained a deeper understanding, I now have the confidence to advise my clients on such matter.

And because many candidates have asked me for examples, here is one relating to Procurement and Tendering, Development / Project Brief and Communication;

‘Key issue 1 has demonstrated the importance of understanding and establishing the client’s requirements and drivers. This experience has shown me that certain client requirements can have a significant impact on procurement options and limit the routes available for the client to use. The initial difficulties encountered in this project have also evidenced the need for a clear definition and effective communication of the client’s requirements within the project team.’

Here is another relating to Procurement and Tendering, Construction Technology and Design Economics;

‘A valuable lesson I have taken away from this project is to carefully consider the implications of utilising a technical solution that may restrict future commercial and procurement decision making. If the incumbent infrastructure can be improved and maintained by a larger number of competent contractors, greater CAPEX and OPEX savings could be achieved.’

Note: As the RICS use a plagiarism software to ensure that your submission is of your own work, please do not cut and paste these examples onto your own Case Study!!

Further help

If you would like to prepare the detailed plan of your Case Study with our APC trainers and discuss with them your key issues and options, we offer one-to-one mentoring sessions either face-to-face (Manchester or London only) or via Skype.

We also offer a documentation review service once you have completed your draft. Please check our pre-submission services here.

Alternatively, we offer face-to-face training for corporate clients across the UK. Please e-mail us at Sonia@APCsupport-ltd.co.uk to discuss your requirements.

And as always, we are on Twitter @APCsupport_Ltd and you can send me an invite on LinkedIn if you would like to be notified of our latest events.