SCSI Facilities management Pathway Guide

Your APC pathway guide to

Facilities Management

SCSI Facilities management Pathway Guide 04/04/2012 16:55

Your pathway guide to Facilities Management

Contents

Introduction 4

Pathway requirements 7

Facilities management APC 7

Competency guidance 8

Analysis of client requirements (T003) 9Conflict avoidance, management and dispute resolution procedures (M006) 10Construction technology and environmental services (T013) 12Consultancy services (T014) 13Contract administration (T016) 14Contract practice (T017) 15Corporate real estate management (T019) 16Design and specification (T021) 18Environmental management (T030) 19Fire safety (T033) 20GIS (T036) 21Health and safety (M008) 23Landlord and tenant (including rent reviews and lease renewals) (T048) 24Maintenance management (T053) 25Procurement and tendering (T062) 26Project audit (T065) 27Project financial control and reporting (T067) 28Property management (T070) 29Strategic real estate consultancy (T079) 30Measurement of land and property (T057) 31Sustainability (M009) 32Works progress and quality management (T085) 33

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SCSI Facilities management Pathway Guide 04/04/2012 16:55 Page 3

Your pathway guide toFacilities Management

About the APC

The RICS/SCSI Assessment of Professional Competence(APC) ensures that those applying for RICS/SCSI membershipare competent to practise and meet the high standards ofprofessionalism required by RICS/SCSI. There is a wide rangeof pathways available to qualify as an RICS/SCSI membercovering 19 different areas of practice, at APC (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 facilities management.The guide is based on Irish market practice and may beunsuitable for candidates based in other countries. Thematerial is set out in three sections.

Section one- provides information on this area of practice witha general overview of the facilities management pathways.

Section two- lists the competency requirements of thefacilities management APC

Section three- describes the main technical competenciesassociated with facilities management, 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 designed to help you interpret these competencies within the context of facilities management.

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 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 yourjudgement. At final assessment, the assessors will take thesechoices into account. They will expect you to present asensible and realistic choice that reflects the skills needed tofulfil 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 aremost 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 that support thecore business of an organisation.

Good facilities management makes a huge difference to the efficiency and productivity of a company, its staff andeven its clients. Using best business practice, a company’s operating costs can be reduced while its productivity is increased.

It is the discipline that ensures all the different buildings and services of a company work as efficiently as possible.

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.

Chartered alternative designationsrelated to this pathway

All candidates qualifying under the facilitiesmanagement APC pathway will be entitled to use the designation ‘Chartered Facilities Management Surveyor’.

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Building surveying APC

This pathway is suitable for an individual embarking on a

career as a professional advisor (in-house or external) in

facilities management for commercial occupiers.

Professional facilities managers assist businesses to plan and

execute essential property decisions, from day to day matters

to strategy planning (for example, moving the company to

bigger or better buildings).

Once established within the premises, businesses must make

their buildings and offices as efficient as possible. Facilities

managers will look at the best use of space, suitable

technology solutions, human resources and safe surroundings.

Running a company also means complying with legal

responsibilities including health and safety, building

regulations, fire regulations, access and security. Facilities

managers advise on these and other essential services such

as catering, cleaning and maintenance.

The scope for facilities managers is extremely varied and

services are likely to include:

• Business operations

• Business re-location

• Business support

• Health and safety

• Outsourcing

• Performance measurement

• Procurement

• Property management

• Strategic planning and advice

• Utilities and services.



Facilities management APC

Mandatory competenciesYou must achieve the minimum levels as set out in the mandatory competencies.

Core competenciesTwo competencies to Level 3 and two competencies to Level 2 from the list below.• Analysis of client requirements (T003)• Corporate real estate management (T019)• Maintenance management (T053)• Procurement and tendering (T062)• Project financial control and reporting (T067)• Supplier management (T080)

Optional competenciesOne competency to Level 3 and two competencies to Level 2 from the list below (including any core competencies not already used).• Construction technology and environmental services (T013)• Consultancy services (T014)• Contract administration (T016)• Contract practice (T017)• Design and specification (T021)• Environmental management (T030)• Fire safety (T033)• GIS (T036)• Landlord and tenant (including rent reviews and lease renewals) (T048)• Project audit (T065)• Project financial control and reporting (T067)• Property management (T070)• Strategic real estate consultancy (T079)• Works progress and quality management (T085)• Conflict avoidance, management and dispute resolution procedures (M006)

or Health and safety (M008) (must be taken to Level 3) or Sustainability (M009

Plus one competency to Level 2 from the full list of technical competencies, including any not already chosen from the lists onthis page.

Pathway Requirements

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Analysis of client requirements (T003) 9Conflict avoidance, management and dispute resolution procedures (M006) 10Construction technology and environmental services (T013) 12Consultancy services (T014) 13Contract administration (T016) 14Contract practice (T017) 15Corporate real estate management (T019) 16Design and specification (T021) 18Environmental management (T030) 19Fire safety (T033) 20GIS (T036) 21Health and safety (M008) 23Landlord and tenant (including rent reviews and lease renewals) (T048) 24Maintenance management (T053) 25Procurement and tendering (T062) 26Project audit (T065) 27Project financial control and reporting (T067) 28Property management (T070) 29Strategic real estate consultancy (T079) 30Measurement of land and property (T057) 31Sustainability (M009) 32Works progress and quality management (T085) 33


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Competency Guidance

The pages that follow are intended to provide guidance for users on the maincompetencies associated with facilities management.

The guidance has been drawn up by experienced practitioners and aims to give you aclear and practical understanding of how to apply the listed core and optionalcompetencies in the context of facilities management. The guidance does not cover themandatory competency requirements.

The official competency definitions (at levels one, two and three) are provided, followedby a description of the key knowledge and activities that are likely to fall within thescope of each competency.

The information provided is designed to be helpful but informal guidance. Theknowledge and activities described under each competency are not exhaustive, andshould not be relied upon as any form of revision list. Candidates must satisfythemselves and their employers that they have reached the required level of attainmentbefore applying for final assessment.

The competencies are arranged in alphabetical order.

The full list of RICS/SCSI competencies and pathway requirements can be found in theRequirements and Competencies guide.


Description of competency in context of this sector

This competency is about the establishment and agreement of a client brief, but primarily deals with the inception stage of abuilding project. This requires a sound understanding of the law applying to building projects, the preparation of outline designproposals in various formats, the preparation of budget costs, project programmes, and advising on various procurementoptions. It also requires an understanding of matters concerning energy efficiency, sustainability and alternative energies.

Examples of likely knowledge, skills and experience at each level


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Analysis of client requirementsReference no. T003

Level 1Demonstrate knowledge andunderstanding of the need to collectdata, analyse and define the needsof clients.

Examples of knowledge comprisedwithin this level are:• The methods of data gathering

during the inception stage of a project including client briefings and site based information

• The law applicable to building projects and in particular those relating to consents and approvals

• The principles of energy efficiency• The principles of sustainability• The principles of alternative

energy sources• The principles of the preparation of

alternative outline design proposals including sketch drawings

• The methodology of preparing an option appraisal

• The principles of preparing outline schedules of work along with approximate quantities.

• The principles of the preparing budget costs including elemental cost plans

• The principles of preparing a projectprogramme of works

• The various traditional contract procurement options

• The need for specialist consultants and options for engaging them.

Examples of activities and knowledgecomprised within this level are:• Analysing the data gathered through

the client briefing process andformulating a detailed client brief

• Consulting with the statutoryauthorities on the consents and otherapprovals required

• Considering the impact of energyefficiency, sustainability and the needfor alternative energy sources

• Preparing alternative outline designproposals including sketch drawings

• Preparing of option appraisals• Preparing outline schedules of work

with approximate quantities• Preparing budget costs including

elemental cost plans• Preparing a project programme of

works• Analysing contract procurement

options• Considering the need for specialist

consultants and the options forengaging them.

Examples of activities and knowledgecomprised within this level are:• Analysing the data gathered through

the client briefing process andformulation of a detailed client brief

• Advising on the need for statutoryand other consents and approvals

• Advising on the impact of energyefficiency, sustainability and the needfor alternative energy sources

• Presenting alternative outline designproposals including sketch drawings

• Presenting option appraisals• Presenting outline schedules of work

with approximate quantities• Presenting budget costs including

elemental cost plans• Presenting a project programme

of works• Advising on contract procurement

options• Advising on the need for specialist

consultants and the options forengaging them

• Presenting a feasibility study• Presenting a detailed project plan.

Level 2Provide evidence of the practicalapplication of that knowledge andunderstanding. This should includethe development of strategies andmethodologies and, whereappropriate, undertaking feasibilitystudies, design proposals andcostings.

Level 3Provide evidence of developingappropriate strategies to meet theclient’s requirements under minimumsupervision, based on analysis andinterpretation. Demonstrate theability to report on and presenttailored strategies to the client.



This competency covers knowledge, understanding and application of a range of processes related to dispute/conflictavoidance, management and dispute resolution.


Conflict avoidance, management

and dispute resolution proceduresReference no. M006

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

Examples of knowledge comprisedwithin this level are:A basic knowledge and understandingof some of the following, as mostappropriate to your marketsector/areas of specialism:• 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(eg how forms of contract deal withdispute resolution, and the scope ofsuch clauses):• Mediation (could include

contracted and project mediation)and conciliation

• Early Neutral Evaluation (ENE)• Dispute Resolution Boards (DRBs)• Dispute Resolution Advisers

(DRAs)• Adjudication • Independent expert determination• Arbitration; med-arb• Litigation

• The possible roles of a surveyor asan expert witness and/or anadvocate, to include an awareness of the existence and scope ofapplicability of the RICS/SCSIPractice Statements and GuidanceNotes for expert witnesses andadvocates

• 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.

Continued over page>

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Conflict avoidance, management

and dispute resolution proceduresReference no. T004

Continued


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

Examples of knowledge comprisedwithin this level are:• Advising clients of the most suitable

means of dispute avoidance ontheir projects, and of disputeresolution procedures appropriateto their individual circumstances,demonstrating appreciation of whento seek further specialist advice andwhen to advise clients within thescope of the PI cover of thecandidate’s organisation

• Adopting – or encouraging of theadoption of (as appropriate) –suitable dispute avoidancetechniques

• Negotiating actively on behalf ofclients (eg negotiations of adilapidations claim, a party wallaward or final account on aconstruction project) prior to thirdparty referral

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

• Assisting in the identification,gathering and collation of facts and expert evidence for use in expert reports

• Sufficient understanding of the mainpoints of the statutory or non-statutory law relevant to/underpinningany particular dispute resolutionprocess and its application.

Examples of activities and knowledgecomprised within this level are:• Involvement in, or assistance with,

a referral to a third party resolutionprocess and associated managementof that process on behalf of client.

• NB: Please note that the roles ofacting as a third party disputeresolver, expert witness, or advocate,are – for the vast majority of APCcandidates – not likely to be anactivity that is undertaken. It is only a small minority of candidates withsubstantive work experience forwhom this is likely to be relevant.

Level 3Provide evidence of the applicationof the above in the context ofadvising clients in the variouscircumstances referred to above.

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


Construction technology

and environmental servicesReference no. T013

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 (both national and international)

• 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 different types of piling orstructural frame solutions.

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

construction solution on your project• Reporting on the impact of different

design solutions and constructionprocesses on cost and programme

Level 2Apply your knowledge to the designand construction processes.

Level 3Advise on the selection andapplication of particular processeswithin your area of experience. This should include liaison withspecialists and consultants todevelop project specific design and construction solutions.



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This competency is about the provision of management consultancy services to a range of different clients from inception to completion.


Consultancy servicessReference no. T014

Level 1Demonstrate knowledge andunderstanding of the procurementand execution of advisory andstrategic consultancy services 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.

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,together with relevant analysis toclients, in the context of the realestate and construction sectors.



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This competency covers the role of a surveyor administering a construction contract. Candidates should be aware of the rolesand responsibilities of the administrator under the main forms of contract. They should have a detailed understanding of thecontractual provisions relating to the forms of contract that they have administered.


Contract administrationReference no. T016

Level 1Demonstrate knowledge andunderstanding of the contractual,legislative and statutoryterminology/requirements, of a construction contract.

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

contract and sub-contract used in the industry

• Basic contractual mechanisms and procedures applied at various stages of the contract

• The roles and responsibilities of the administrator.

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

possession issues• Issuing certificates.

Examples of activities and knowledgecomprised within this level are:• Resolving disputes• Assessing entitlement for extension

of time• Assessing entitlement for loss

and expense• Advising all parties of their

contractual rights and obligations.

Level 2Implement administrativeprocedures necessary for thesmooth running of aconstruction contract.

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



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This competency covers the various forms of contract used in the construction industry. Candidates should have an awarenessof all of the main standard forms of contract and a thorough understanding of contract law, legislation and thespecific forms that they have used.


Contract practiceReference no. T017

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

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 the contract

• Third party rights including relevant legislation and the use of collateralwarranties.

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, practical completionand other common contractualmechanisms.

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.



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This competency covers the strategic management of occupational property – the space a business or public body needs inorder to operate – taking an overall strategic view about its suitability for that business operation and thefinancial implications of continued occupation whilst ensuring that the facility is managed on a day to day basis in a costeffective and high quality manner to maximise occupational productivity.


Corporate real estate managementReference no. T019

Level 1Demonstrate knowledge andunderstanding of the principles andpractices underlying the structuringand financing of corporatetransactions, with particularreference to the role of real estatewithin these transactions.

Examples of knowledge comprisedwithin this level are:• The role of property, space use and

the financial implications ofacquisition/leasing accommodationas well as the ongoing occupationalcosts of running the facility in thecontext of business/ publicauthority operations

• Understand the key interaction ofproperty (accommodation), people(staff/ customers), place (location)and pounds (financial effects) in thecontext of business or public sectoroperations.

Examples of activities and knowledgecomprised within this level are:• Understanding the criteria which drive

business/public authority strategyformulation and how alignedaccommodation and facility serviceprovision strategies are thendeveloped

• Demonstrating the importance ofaligning operational resource planning to meet strategic business requirements

• Being aware of the financialimplications of property and facilitymanagement to business operations –the effect on the balance sheet andon the P & L account.

• Using analysis techniques associatedwith comparative returns oninvestment, for example in various fit-outs and the return to the business inthe short, medium and longer term.Familiarity with life cycle costing andwhole life returns on facilityinvestment should be demonstrated

• Communicating the strategicimportance of property and facilitymanagement within a boardroomcontext.


Level 2Apply your knowledge andunderstanding to assist in advisingcorporate organisations on thecapital structure options relating toboth occupational and surplus realestate. This should include thecalculation and modelling of the costof capital, plus a working knowledgeof the regulatory framework withinwhich the corporate financemarketplace operates.



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Corporate real estate managementReference no. T019

Continued

Level 3Give reasoned advice on the effectsof different corporate financingtechniques and structures on realestate (or plant and machinery)holdings in a corporate context. Thisshould include impacts on accountsand contributions to both mergerand acquisition activity, as well asgeneral corporate financing/restructuring transactions.

Examples of knowledge comprisedwithin this level are:• Advising on property and facilities

management strategiesdemonstrating the following:

• A full understanding of the business, its strategies and financial constraints

• Corporate support at a senior and,preferably, boardroom level

• A strategic, not a tactical, day today approach to delivery

• An ability to procure and managethe effective and quality provision ofa wide range of facilities services

• Full knowledge and reliable data ofthe operational portfolio

• IT availability and user skills.• Develop property and facilities

management plans which supportthe relevant business and includesome or all of the following strategicrequirements:

• Occupation cost minimisation• Flexibility of occupation and use• Promotion of corporate image• Promotion of marketing, sales

and/or selling messages

• Improving staff facilities, workplaceconditions and workstyle flexibility

• Improved operational efficiency and productivity

• Facilitating corporate culture changes• Protection, realisation and/or

enhancement of asset value.• Using performance measurement

techniques and benchmarking asvaluable indicators by which toformulate and ‘test’ property andfacilities management strategies, and to evidence the added value of strategically focused property and facilities management to the business

• Using and understanding the variousmethodologies and metrics used bybusinesses and public bodies tomeasure business performance anddeveloping an understanding of howthese may be used to measure thecontribution of property and facilitiesmanagement to business efficiency,effectiveness and productivity



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This competency involves the skills needed in the design and specification of construction projects. Building surveyors areusually involved in refurbishment of property, and in some cases new build projects. Knowledge of the stages ofdesign and specification, from inception to completion, is an essential building surveying skill.


Design and specificationReference no. T021

Level 1Demonstrate knowledge andunderstanding of the design process and the scope and content of related documentation.

Examples of knowledge comprisedwithin this level are:• The various stages of the design

process• The application of the CDM

Regulations in the design process• Knowledge of the effect of the

planning regime and technicalstandards on the design process

• An understanding of the structuralimplications of alterations to theload bearing components ofbuilding fabric

• The ability to interpret therequirements of a client’s brief, inorder to satisfy the requirements ofthe statutory processes involved

• Knowledge of the general issuessurrounding sustainability

• An understanding of the conceptsof Modern Methods of Construction

• Knowledge and understanding ofPreliminaries and Preambles tocontract documentation.

Examples of activities and knowledgecomprised within this level are:• Preparngof sketch designs to

demonstrate compliance with aclient’s brief, while satisfying statutoryrequirements

• Developing of initial proposals to a detailed stage and obtainingstatutory consents

• Completing of Design RiskAssessments, of the proposeddesign, to satisfy the requirements of the CDM Regulations, includingDRAs in connection with the futuremaintenance of the building

• Providing of advice to clientsregarding sustainability issuessurrounding the proposals for their building.

Examples of activities and knowledgecomprised within this level are:• Carrying out or assisting in the

preparation of the design andspecification of a building projectfrom outline proposals to completion of the design andspecification process

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

• Demonstrate knowledge andapplication of the design andspecification process, and itsrelevance and importance to the procurement and execution of the contract selected for thebuilding works.

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

Level 3Co-ordinate and manage the design and specification process on projects.



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


Environmental managementReference no. T030

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

Examples of knowledge comprisedwithin this level are:• An understanding of environmental

management• An understanding of where

environmental management applies in professional property and land practice

• An understanding of standardsused in environmental managementincluding EMS and ISO 14001.

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

environmental management.• Advising clients on the scope and

methods to be used for environmentalmanagement

• Advising clients on the specialismsand specialists required to conductenvironmental management.

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

management and reporting, includingdata management systems

• Presenting and proposing actionsfollowing the findings ofenvironmental management

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

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

Level 3Maintain and report onenvironmental management and/or environmentalmanagement systems.



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This competency is about having the skills to assess the level of fire safety in buildings, and in proposed building projects, and being able to advise on how to achieve required levels of safety when they are not present.


Fire safetyReference no. T033

Level 1Demonstrate knowledge andunderstanding of the consequencesof fire in a building, how it is modifiedby the enclosure and how the impactmay be controlled. Apply fire safetyprinciples to practical situations soas to minimise the risk from fire topersonal injury or death, physical lossand adverse environmental impact.

Examples of knowledge comprisedwithin this level are:• Relevant country’s fire safety

standards or regulations• Understanding of current means of

escape and compartmentationguidance

• Current construction techniquesrelated to fire precautions.

Examples of activities and knowledgecomprised within this level are:• Attending relevant fire safety course• Assessing project plans for fire safety

compliance• Inspecting projects to assess

satisfactory implementation of firesafety features.

Examples of activities and knowledgecomprised within this level are:• Preparing a fire safety strategy for a

building as described

Level 2Demonstrate knowledge andunderstanding of the combustionprocess; the physics and chemistryof fire; the physiological andpsychological effects of fire; and theability to assess means of escapesystems according to circumstance,including fire safety managementsystems.

Level 3Apply the principles andunderstanding by preparing a firesafety strategy for a moderatelycomplex assembly or commercialbuilding with multiple uses and arelatively high occupancy.



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A GIS uses computer technology to integrate, manipulate and display a wide range of information to create a picture of anarea's geography, environment and socio-economic characteristics. Beginning with a computerised topographic mapas its base, a GIS overlays and integrates graphic and textual information from separate databases. The end result is a toolthat can support decision making and problem solving and provide almost instantaneous answers to complex questions.


GIS (Geographical

Information Systems)Reference no. T033

Level 1Demonstrate knowledge andunderstanding of the principles ofgeographic information science andsystems. Be aware of industrystandard GIS, data structures, typesand their applications, and ofappropriate capture andoutput systems

Examples of knowledge comprisedwithin this level are:• Understand and be able to explain

the generic concepts in GISappropriate to different audiences

• Compare and contrast differentcommercial GIS software packagesand explain their relative merits

• Proficiently operate at least onecommercially available off-the-shelfGIS software package eg create,store, access, view, analyse andplot spatial data

• Understand and be able to describethe data types and data structuresused for spatial data and explaintheir relative merits

• Understand and be able to explaindifferent open source andproprietary data formats andexplain their relative merits

Examples of activities and knowledgecomprised within this level are:• Specifying capture methods

appropriate to the data source andthe application, explaining andjustifying the rationale used

• Managing data capture projects andproviding quality control over theacquisition of spatial data for use in GIS

• Understanding the principlesunderlying the analysis of spatial dataand implement these with typical GISalgorithms using standardfunctionality and/or a high levelprogramming language

• Applying query languages in relationto database management systems egdata modelling, data loading, datamaintenance, query, translate dataformats, data export

• Identifying, assessing and sourcingdatasets appropriate to userrequirements and assessing theirquality and fitness for purpose in thecontext of quantitative and qualitativemeasures such as: spatial resolution,accuracy/precision, temporalresolution, purpose of original capture etc

• Understanding international de jureand de facto industry standards andhow these apply in local jurisdictionsand to local customs and practices

• Understanding metadata for thirdparty datasets and be able to prepare,create and maintain appropriatemetadata for new datasets.


Level 2Apply your knowledge and assessdata quality; define and useappropriate input and data transfermethods; analyse data and preparedatabases; identify digital datasources and assess ‘fitness for use’.Understand and be aware of nationaland international data standards.



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GIS (Geographical

Information Systems)Reference no. T033

Continued

Level 3Assess clients’ needs and advisethem accordingly. Definespecifications including data andprocess modelling, customizesystems, carry out advanced spatialanalyses, and manage data andobserve data standards.

Examples of knowledge comprisedwithin this level are:• Designing and conducting user

requirements analysis atconsultancy level

• Analysing and synthesising userrequirements into a coherent andconvincing strategy

• Presenting, explaining and justifyingfindings and advice in a languageappropriate to the customer

• Defining data standards to meetspecific user requirements

• Analysing customer processes andpresenting options to model theseas appropriate with respect toavailability of resources, criticalityand customer expectations

• Customising GIS software using ahigh level programming language inorder to implement dataspecifications, data models,process models etc

• Analysing, defining and implementingappropriate analytical methods

• Defining appropriate datamanagement standards with respectto: currency requirements, conflictresolution, archiving, availability,backup and recovery, systemresilience etc

• Explaining all of the above in thecontext of the customer’s widerinformation systems

• Identifying and explaining theimplications and limitations of advicewith respect to any of the above

• Preparing project proposals and drafttender documentation for systemprocurement, conducting benchmarktests, and overseeing implementationprogrammes.



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


Health and safetyReference no. M008

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.

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 roles andresponsibilities within the variousregulations.

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 construction• Alternative construction processes• Impact of deign on occupation

and maintenance• Undertaking risk assessments• Current legislation.

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 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 and tenant (including

rent reviews and lease renewals)Reference no. T048

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

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 of leases

• Relevant market conditions andproperty values.

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

recommendations 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 seeing

matters to conclusion.

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

landlord and tenant matters, relating to individual properties or blocks of properties

• Dealing with more unusual/challenging cases

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

• Demonstrating involvement with thirdparty determination and associatedsubmissions.

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.



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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 managementReference no. T053

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

Examples of knowledge comprisedwithin this level are:• Planned maintenance• Reactive maintenance• Maintenance inspections• Statutory inspections• Compliance requirements• Prioritising forward maintenance• Integrating maintenance activity with

the occupant’s operational needs.

Examples of activities and knowledgecomprised within this level are:• Maintaining record systems• Identifying maintenance requirements• Implementing maintenance policy• Placing contracts (orders) for

maintenance• Confirming satisfactory completion

of work.

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

recommendations on issues relating to the management ofmaintenance policy

Level 2Manage and keep up-to-datemaintenance information todetermine and implementoperational maintenance policies.

Level 3Provide evidence of reasoned advice,write and present reports onmaintenance management.



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This competency relates to services and goods rather than construction. 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 contracts might cover single service providers or multi service management and implementation.


Procurement and tenderingReference no. T062

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

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.

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

procedures using selection criteria to draw up tender lists

• Devising tender documentationincluding statements of scope ofservice and pricing schedule.

• Participating in pricing and/or vettingof tenders.

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 and to carrying out tendering andnegotiation processes relevantto them.

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



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This competency concerns the assessment of the performance of a project and its individual stakeholders. This can be used toidentify areas for improvement on a live project and/or to identify lessons learnt for application on future projects.


Project auditReference no. T065

Level 1Describe the essential requirementsof a project audit/close-out report.

Examples of knowledge comprisedwithin this level are:• An understanding of the client’s

requirements and the development/project brief

• An understanding of the reasons forany changes to the client’srequirements and thedevelopment/project brief

• An understanding of the reasons forthe chosen procurement route andthe actual and planned performanceof the project team

• An understanding of the projectteam structures and procedures

• An understanding of the reasons forany design, cost and programmevariations

• An understanding of the projectrisks and any unforeseen problems.

Examples of activities and knowledgecomprised within this level are:• Analysing the reasons for, and

implementation of, changes to theclient’s requirements and thedevelopment/project brief

• Analysing the appropriateness of thechosen procurement route

• Analysing the actual performance ofthe project team and identifyingpotential improvements

• Analysing project team structuresand procedures

• Analysing reasons for, andimplementation of, any design, costand programme variations

• Recording lessons learnt.

Examples of activities and knowledgecomprised within this level are:• Preparing audit reports and advising

the client• Identifying lessons learnt and

recommending appropriateresponses

• Assessing and advising upon theperformance of the project team

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

• Assessing and advising upon designcost and programme variations.

Level 2Explain the procedures associatedwith producing a project audit/close-out report.

Level 3Undertake and report on a projectaudit/close-out report.



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This competency covers the effective cost control of property/construction projects whilst in progress. Candidates should beaware of the principles of controlling and reporting costs on any project. They should have a detailed understanding of thecontrol and reporting processes used on their projects.(Please note: for surveyors working in contracting this competency covers externally issued cost advice and reports).


Project financial control and reportingReference no. T067

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 on the cost of a project.

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

a property/construction project is in progress

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

• The reporting and forecasting of costs

• The principles of contingencies/riskallowances.

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 provisional sums/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.

Level 2Apply your knowledge to themanagement of project costs. This should include the preparationand presentation of financial reportson the performance of a project atappropriate intervals, to provideeffective forecasting of costs, risks and their financial implications.

Level 3Advise on strategies and proceduresto control predicted expenditure inline with a budget.



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This competency covers all aspects of day to day functions associated with property management. It includes issues relating to works, health and safety, landlord and tenant relationships, and service charges. In general, any matterassociated with the smooth running of a property.


Property managementReference no. T070

Level 1Demonstrate knowledge andunderstanding of propertymanagement and the relationshipbetween owner and occupier.

Examples of knowledge comprisedwithin this level are:• Understand the key factors

determining the landlord and tenantrelationship in relation to therunning of a property

• Understand key lease terms andtheir implications to propertymanagement

• Understand how disputes andproblematical issues can beresolved, and be able to prioritisekey tasks.

Examples of activities and knowledgecomprised within this level are:• Managing property from both a

landlord and tenant perspective, and understanding the key factorsfrom each viewpoint

• Understanding legal requirementsassociated with multi let propertyand/or managed property

• Understanding property managementaccounting principles from thelandlord and tenant perspective, and also the requirements of law and RICS/SCSI

• Understanding courses of action inrelation to breaches of lease bylandlord and tenant.

Examples of activities and knowledgecomprised within this level are:• Participating in all aspects of

property management includingworks, emergency reactivemaintenance, planned programmes,budgets etc

• Applying your negotiation,communication, and business skillsin relation to contentious issues withboth landlord and tenant

• Participating in issues such asapplications for licence to assign or for works, together with theassociated legal frameworks.

Level 2Apply the principles of propertymanagement to provide solutions toissues affecting both owners andoccupiers of real estate.

Level 3Provide evidence of reasoned adviceincluding the preparation andpresentation of reports in relation to property management.



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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 consultancyReference no. T079

Level 1Demonstrate knowledge andunderstanding of the businesscontext of real estate, and anappreciation of the role of the real estate professional as astrategic adviser.

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• The role of the real estate

professional as a strategic business adviser

• Styles of consultancy intervention.

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

background• Preparing relevant data• Analysing data• Using different styles of consultancy

intervention for different clients’needs

• Using your knowledge of real estateto find strategic solutions to meetclients’ requirements.

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

recommendations to clients• Presenting to clients• Conducting meetings with clients• Presenting data to support

recommendations.

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

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



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This competency relates to the management of facilities service providers rather than construction contractors or consultants.


Supplier managementReference no. T080

Level 1Demonstrate knowledge andunderstanding of how to managesuppliers using a logical process toensure that the cost and quality ofthe service received meetsorganizational requirements.

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

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

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

activities listed above (level1) through:• Performance review meetings• Auditing of suppliers• Budgeting• Ordering variations to the service• Payment of suppliers.

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

provide effective suppliermanagement, ensuring thatperformance matches the needs ofthe organisation

• Preparing management reportsproviding recommendations inrelation to supplier management.

Level 2Apply your knowledge andunderstanding by using an existingprocess to manage suppliers toensure that the cost and quality ofthe service received meetsorganizational requirements.

Level 3Help define organizationalrequirements for supplier servicesand develop an appropriateapproach to the management of anindividual supplier or group ofsuppliers based on the scale of theservice and the risk of service failure.



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This competency covers the impact of sustainability issues on development and construction. Candidates should have anawareness of the various ways in which sustainability can impact on development and construction. They must have athorough understanding of the impact made by sustainability on their projects and have been involved with the financialmanagement of that impact.


SustainabilityReference no. M009

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 knowledge comprisedwithin this level are:• The principles of sustainability

within development and theconstruction process

• The relationship between propertyand the environment

• How national and internationallegislation, regulations and taxationrelating to sustainability affectconstruction

• Criteria by which sustainability ismeasured in relation to finishedbuildings

• The principles of how design,technology and constructionprocesses can contribute tosustainable building

• The principles of material resourceefficiency within the supply chain.

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 life cycle cost exerciseswhich take account of sustainabilityissues

• Understanding the measuresundertaken by governments andinternational bodies to encourage the reduction of the environmentalimpact of development.

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

and members of the project team onthe financial impact of sustainabilityon a project

• Giving reasoned advice on theapplication of environmental law and policy

• 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 the practicalapplication of sustainabilityappropriate to your area of practice,and of awareness of thecircumstances in which specialistadvice is necessary.

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



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This competency involves the supervision of works on site. It is essential that candidates selecting this competencydemonstrate a detailed knowledge of construction technology techniques, and the relevance of the techniques on site.Quality of workmanship is vital to ensure the long term functional ability of the element of the building design, and candidateswill be expected to demonstrate detailed knowledge site quality requirements.


Works progress and

quality managementReference no. M009

Level 1Inspect and record progress andquality of building works

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

inspection, and the importance ofrecording progress of works

• A knowledge of the requirements ofrecording progress, and comparingto programmed works progress

• Knowledge of the requirement forquality descriptors as set out in thecontract documentation.

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.

Examples of activities and knowledgecomprised within this level are:• Preparing cost reports for clients, on

works progress, showing anydeviation from expected progress

• Implementing systems for recordingprogress and quality issues as part ofCA/SO duties, and preparing reportsfor external circulation

• Showing an understanding of thedifferences between the duties of aCA/SO, and those of a personappointed solely to report onprogress and quality issues

• Acting as a CA/SO, and incorporateinto your duties the requirements forprogress and quality reporting.

Level 2Report and advise upon theadequacy of progress and quality of building works.

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



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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


SCSI Facilities management Pathway Guide

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