Structured training

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.

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.

Completing your APC diary

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

 

Who needs to record a diary?

Not all candidates are required to keep an APC Diary. Only candidates with an RICS accredited degree and less than 10 years relevant experience need to follow a period of structured training which they must record in their Diary.

Candidates with less than 5 years experience must record a MINIMUM of 24 months AND 400 days before being eligible for the Final Assessment interview.

Candidates between 5 and 10 years experience must record a MINIMUM of 12 months AND 200 days before being eligible for the Final Assessment interview.

It may happen that your structured training was put on hold for a few months (unemployment, maternity leave, sabbatical, etc.). In such case, I would suggest that you leave the relevant months blank (e-mail the RICS when you submit your documents explaining why so they can pass on the information to your assessors) and resume recording your experience until you have achieved the required 200 days or 400 days.

The 12 and 24 month periods are a minimum requirement and it is rare that candidates have gained sufficient relevant professional experience to sit their Final Assessment within the minimum period. You must therefore keep recording your Diary and Summary of Experience until you submit your final documentation for your interview, and beyond if you are unfortunately referred.

What is the purpose of the diary?

You must record your diary online via ARC on a regular basis. It will automatically populate a summary of the days of experience gained under each competency in a number of tables collectively called the log book.

The assessors will not have access to your diary, they will only receive the log book.

However, if they feel that your log book is very dubious, they may ask for your diary to be audited. It is therefore worth giving it a bit of care and attention.

 

What should I record?

You should only record your technical competencies (core and optional), not your mandatory competencies.

You can only record full days or half days, not hours. If several competencies are covered within the same activity, select the dominant one or alternate over several days if the activity lasted more than half a day.

Ideally you should try to have a balanced experience at the end of your structured training but ultimately quality is more important than quantity. You should also aim to achieve circa 25 days in each optional competency, but once again it will depend on your personal circumstances.

Unfortunately recording 100 days in Quantification will not suffice to attain Level 3 if all the experience gained is limited to measuring items on CAD measure; you will need to gain varied and in-depth experience in each competency in order to be ready to sit our Final Assessment. But if you think carefully about it, have you not actually gained some experience in Construction Technology or Sustainability while measuring some items?

A solid understanding of the competencies and constant reference to your Pathway Guide will be key in completing your Diary efficiently.

Recording your experience before graduation

At least 12 months of your structured training must take place AFTER graduation with a RICS accredited degree, but you may qualify for recording some of the experience that you have gained before graduation.

1-

If you are completing your degree part-time (either a BSc at University or a distance-learning post-graduate degree) and are employed in a relevant role, you can record your experience during your final year of study BUT you must have enrolled onto the APC (and paid the fee). You can only backdate your records by one month.

When you enrol, please promptly check that you can record your diary on ARC from your start date. You should notify the RICS immediately if you encounter any technical difficulties or your diary does not appear at all.

2-

If you have more than 5 year experience and are completing a post-graduate RICS accredited degree, you may be able to complete your degree and your 12-month structured training concurrently. Please contact the RICS to check whether you qualify.

3-

If you are doing a sandwich year / placement as part of your accredited degree, you can record your experience providing that you are registered as a RICS student member and that a RICS member or fellow (MRICS or FRICS) acts as your Counsellor and provides you with a letter confirming the dates of your placement. Your Counsellor must also sign off the competency levels that you have achieved during your placement.

After graduation, you must enrol onto the APC (and pay the fee) as soon as employed and record at least 12 months post-graduation experience with a minimum of 400 days in total.

 

Final Tips

I found that my Diary was an invaluable source of examples for my record of experience, during my interview and to discuss my progress and training needs with my Supervisor and Counsellor.

When you will start writing your Summary of Experience, ARC will give you the possibility to recall all your diary entries under a specific competency and level which will be an easy way to identify suitable examples to demonstrate your levels 2 and 3.

For this reason, you should try to include as much information as possible for each entry: name of project, stage of works, brief description of the task undertaken, key figures, etc. You would be surprised how quickly you can forget all about a project!

Whereas I am an awful example as I was constantly a few months behind my Diary, I can only strongly advise all candidates to keep your Diary up-to-date. I have spent days going through my Outlook calendar and files trying to remember what on earth I had been working on for the last couple of months! Trust me, this is not a smart way to be spending your time when you are trying to issue your Final Submission documents by the deadline while keeping up with the day job.

Best of luck!

 

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.