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Job Interview Guide Template document sample
Document Sample
Commercial property practice
APC Candidate Submission Documentation
Getting Started Guide Version 03
Introduction
Welcome to the RICS APC Candidate Submission Documentation. This documentation is made up of 8 templates.
Six of the templates are for first time candidates undertaking Graduate Route 1, 2 and 3 or Adaptation 1. The remaining
two templates are for referred candidates from any of the aforementioned routes.
PLEASE MAKE SURE YOU HAVE DOWNLOADED THE CORRECT TEMPLATES FOR YOUR PATHWAY AND
BEFORE YOU DO ANYTHING ELSE SAVE THIS FILE TO YOUR COMPUTER.
RICS have made these templates so that the final assessment documentation and submission process can be
streamlined and remove any of the unnecessary repetition of standard data whilst also updating the templates to cater
for the continuous improvement of the process. All of the templates also have a coordinated look and feel which
will assist candidates, supervisors, counsellors and the assessors.
The majority of the templates are locked to retain their functionality and design, however templates 4, 5 and 8 are unlocked
to allow candidates to expand upon the number of entries they may wish to record. If you are intent on increasing the capacity
of the unlocked templates please ensure you follow the simple guidance on this page along with any helpful hints and tips on the
relevant template page. There are also some first time only functionality within some of the templates (i.e. the referral section
on template 1). Please review the data input requirements before overtyping any items already in the cells as once you enter
your own data the 'content help' functionality may disappear.
Please note, if you corrupt any part of the templates RICS do not provide any technical support and you will
simply have to download the templates and start again.
Here are some simple tips to get the most out of these templates:
1. System requirements:
Microsoft Windows.
Microsoft Excel 97, 2000, 2003 or 2007.
Initial file size is circa 600k (it will easily fit on to a memory stick and is easy to email).
Best working screen resolution is 1024 x 768 (or higher).
The data inputted and integrity of the templates is the candidate's responsibility.
Back up your templates regularly. Any data loss is the candidate's responsibility.
2. Navigation:
You can navigate through the templates, use the sheet tabs at the bottom of the screen. Then use the Excel scroll
bars as you would expect to use them normally.
You are advised to start at Template 1 and fill in your personal details and then work through each template from there on.
3. Data Entry:
You are gently restricted in the data you can enter into the templates. This has been designed into the templates on
purpose to limit data entry repetition and also to ensure that the integrity of the templates is maintained.
Data can ONLY be entered in the yellow cells and built-in dropdown menus are available in the green cells.
Below is an example of the yellow and green cells within the templates:
RICS 2008 - GSG.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 1
4. Copying & Pasting data
When copying and pasting data into Excel you can often bring along unwanted formatting picked up from other software
packages. Therefore for your templates to work properly follow these simple suggestions:
1. Highlight the text you want to copy and either right click and select 'Copy' or press the keys 'CTRL' and 'C'
2. In the template double click the destination cell and where the cursor is blinking paste by right clicking and
selecting 'Paste' or by pressing the keys 'CTRL' and 'V'
OR
3. In the template click a cell once to highlight it, then right click, select 'Paste Special' and then select 'Values'
5. Inserting rows into Templates 4,5 & 8
This is possibly the trickiest thing you will have to do with the templates, but follow these simple steps and you should
not experience too many problems.
1. Using template 4, between rows 13 and 30.
2. Click any of the yellow cells in row 20
3. Either right click and select 'Insert' then select 'Entire row'. This will insert a new row for you.
4. Highlight Cells C19 to F19 and right click and select 'Copy'
5. Highlight cell C20 and right click and select 'Paste'
6. Job done.
Note:
a. Do not try entering before row 14 and after row 29 as the summary box at the bottom of each years PD will not
calculate properly.
b. Replicate this process as many times as you need for any of the unlocked templates.
c. Printing ranges may be affected by adding new rows. You may need to adjust print ranges etc. See standard
MS Excel help if you are unsure of how to do this.
Please note, if you corrupt any part of the templates RICS do not provide any technical support and you will
simply have to download the templates and start again.
6. Built-in Help:
Each template has specific built-in help. The built-in help can be accessed by placing your mouse pointer over any of the
small boxes (with a question mark in them) at the left and right hand edge of the templates. There are a range of differing types
of help that are denoted by different colours, as follows:
? Blue: These contain the introductory text for each individual template.
? Yellow: These contain general guidance and hints and tips about filling in the templates correctly.
? Black: These contain specific guidance for Graduate Route 3 and Adaptation 1 candidates.
? Green: These contain guidance regarding built-in dropdown data selections.
Built-in help boxes do not appear on any printouts as they are set outside of the default print ranges.
7. Printing the templates:
Printing these templates could not be easier.
On Excel's top menu, click FILE > PRINT and then click OK.
Each template will print on A4 paper in Portrait or Landscape.
If you wish to print anything else, use Excel's normal printing options.
8. Security / Passwords:
Most of the templates are protected (locked) in whole or part and this has been done to retain the integrity of the templates and any
Excel formulae that has been used in the delivery of the template automation.
Getting started Locked
Template 1 Locked
Template 2 Locked
Template 3 Locked
Template 4 Unlocked (Allowing for additional rows to be inserted)
Template 5 Unlocked (Allowing for additional rows to be inserted)
Template 6 Locked
Template 7 Locked
Template 8 Unlocked (Allowing for additional rows to be inserted)
If when entering data, the template prompts you for a password, you are trying to use the template incorrectly
and it is suggested you review the built-in HELP to familiarise yourself with what data you can and should be
entering into each template.
RICS 2008 - GSG.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 2
9. Referred Candidates / Transition Arrangements & Referred Candidates:
Please review template 2 which will list the relevant documentation that you will need to submit to RICS at final assessment.
The checklist in template 2 will automatically adjust itself on the basis of your selection relevant to your personal situation.
The options available are:
2006 APC 1st Attempt
First time ever candidates coming forwards for final assessment
2006 APC Referred (post Dec 08)
Referred since December 2008 candidates coming forwards for final assessment
2006 APC Referred (pre Dec 08)
Referred before December 2008, but less than 3 years since referral, candidates coming forwards for final assessment
2006 APC Referred (pre Dec 08)+3yr
Referred before December 2008, but more than 3 years since referral, candidates coming forwards for final assessment
2002 to 2006 APC 1st Attempt
First time ever, but submitting a mixture of 2002 and 2006 competencies, candidates coming forwards for final assessment
PLEASE NOTE - You will ONLY be assessed on 2006 competencies
2002 to 2006 APC Referred
Referred, but submitting a mixture of 2002 and 2006 competencies, but less than 3 years since referral, candidates coming forwards
PLEASE NOTE - You will ONLY be assessed on 2006 competencies
2002 to 2006 APC Referred +3yr
Referred, but submitting a mixture of 2002 and 2006 competencies, but more than 3 years since referral, candidates coming forwards
PLEASE NOTE - You will ONLY be assessed on 2006 competencies
2006 APC Referred (pre Dec08) G3A1
Graduate 3 and Adaptation 1
Referred before December 2008, but less than 3 years since referral, candidates coming forwards for final assessment
2006 APC Ref. (pre Dec08) G3A1+3yr
Graduate 3 and Adaptation 1
Referred before December 2008, but more than 3 years since referral, candidates coming forwards for final assessment
2002 to 2006 APC Referred G3A1
Graduate 3 and Adaptation 1
Referred, but submitting a mixture of 2002 and 2006 competencies, but less than 3 years since referral, candidates coming forwards
PLEASE NOTE - You will ONLY be assessed on 2006 competencies
2002 to 2006 APC Referred G3A1+3yr
Graduate 3 and Adaptation 1
Referred, but submitting a mixture of 2002 and 2006 competencies, but more than 3 years since referral, candidates coming forwards
PLEASE NOTE - You will ONLY be assessed on 2006 competencies
For more information please see the RICS website.
10. Technical Support:
RICS DO NOT offer any technical support. If you damage the template it is suggested you download it again and try again.
It is also suggested that you review the relevant RICS APC candidate's guide and the built-in help on each of the templates.
11. Document owner:
Should you need to discuss this template with RICS please contact:
RICS Membership Operations
T: 0870 3331600
E: apc@rics.org
RICS 2008 - GSG.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 3
Candidate Name - 1234567
Template 1
Please attach a
clear, professional Select a Route
and recent photograph of
Candidate Declaration the candidate.
(Note: Passport sized and
Commercial property practice in the last 6 months)
Candidate name: Candidate Name
Date of birth: dd/mm/yyyy
Employer / organisation Enter employer/organisation name here
Graduate Route: Select a Route
RICS membership number: 1234567
Assessment session: Session 2 (Autumn) Year: 2009
Date registered on APC: 1/1/2006
Specialist area:
Any special considerations: Select
Previously referred candidate? No
No. of previous APC attempts? N/A
Critical Analysis title: N/A
Critical Analysis date: N/A
Declaration - Select a Route - 2006 APC 1st Attempt
We the undersigned confirm that:
The following documentation is a true and accurate representation of the candidate's own training and experience.
All documentation is present and has been prepared in line with the 2006 APC Candidates guide (latest version)
The candidate has met the competencies and levels as per the 2006 APC Requirements & Competencies guide.
Template 1: Candidate Declaration Template 7: **Not required**
Template 2: Candidate Checklist Template 8: **Not required**
Template 3: Candidate Achievement Record Transition: No transition requirements
Template 4: Professional Development Record
Template 5: Education / Professional Membership Record
Template 6: Experience Record
CA: Critical Analysis
RR: **Not required**
Candidate: Candidate Name Signature RICS No: 1234567
Supervisor: Name Signature RICS No: 1234567
Counsellor: Name Signature RICS No: 1234567
Date: dd/mm/yyyy
RICS 2008 - T1.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 4
Candidate Name - 1234567
Template 2
Select a Route
Candidate Checklist
Commercial property practice
Candidate name: Candidate Name
RICS membership number: 1234567
Session: Session 2 (Autumn)
Year: 2009
Submission Content: Transition Arrangements
* These documents should be bound together using spiral binding. Please select your current
* Include a contents page and this checklist. situation relevant to your
* Include tabulated dividers clearly indicating the document section titles. recorded training & experience?
* Bind your submission, in 4 separate copies, in the order listed below. 2006 APC 1st Attempt
Candidate
RICS
Template Title (enter 'X' to
(office use only)
confirm)
1 Candidate Declaration X
2 Candidate Checklist
3 Candidate Achievement Record
4 Professional Development Record
5 Education / Professional Membership Record
6 Experience Record
CA Critical Analysis
Referred candidates - Details noted below when applicable
RR **Not required**
7 **Not required**
8 **Not required**
Transition Arrangements - Details noted below when applicable
No transition requirements
Important reminders
- Have you kept a copy? (Copies will not be returned) Yes
- Have you obtained proof of postage? Yes
Note:
Your submission must be sent in accordance with the list above. Incomplete submissions will be
returned and your interview will be deferred until the next round of assessments.
Please post your documents to:
Candidates in England, Scotland & Wales Candidates in Northern Ireland
RICS Membership Operations RICS Northern Ireland
Surveyor Court 9/11 Corporation Square
Westwood way Belfast. BT1 3AJ
Coventry. CV4 8JE
RICS 2008 - T2.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 5
Candidate Name - 1234567
Template 3
Select a Route
Candidate Achievement Record
Commercial property practice
Log Book Summary
Completed by the Candidate, Supervisor and Counsellor
The competencies listed below are those that the candidate believes they are competent in and wishes to be assessed against and relate directly
to the minimum requirements as stated in the APC/ATC Requirements and Competencies Guide (2006).
Dates Achieved
Number and Competency Title Supervisor Counsellor
Level dd/mm/yyyy dd/mm/yyyy Assessor Use
Mandatory Competencies Met
M001 Accounting principles and procedures 1 dd/mm/yyyy dd/mm/yyyy
M002 Business planning 1 dd/mm/yyyy dd/mm/yyyy
M003 Client care 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
M004 Communication and negotiation 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
M005 Conduct rules, ethics and professional practice 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
M006 Conflict avoidance, management and dispute resolution procedures
1 dd/mm/yyyy dd/mm/yyyy
M007 Data management 1 dd/mm/yyyy dd/mm/yyyy Summary of total number
M008 Health and safety 1 dd/mm/yyyy dd/mm/yyyy of competency experience
2 dd/mm/yyyy dd/mm/yyyy days recorded to date.
M009 Sustainability 1 dd/mm/yyyy dd/mm/yyyy
M010 Teamworking 1 dd/mm/yyyy dd/mm/yyyy 0
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 6
Candidate Name - 1234567
Log Book Summary (cont) Commercial property practice Template 3
Dates Achieved Year
Total
Number and Competency Title Level Supervisor Counsellor
1 2 3 4 5 Days
dd/mm/yyyy dd/mm/yyyy Assessor Use
Technical - Core Competencies Met
T044 Inspection 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
T057 Measurement of land and property 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
T083 Valuation 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 7
Candidate Name - 1234567
Log Book Summary (cont) Commercial property practice Template 3
Dates Achieved Year
Total
Number and Competency Title Level Supervisor Counsellor
1 2 3 4 5 Days
dd/mm/yyyy dd/mm/yyyy Assessor Use
Technical - Optional Competencies Met
Select From Dropdown List 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Select From Dropdown List 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Select From Dropdown List 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Total
Technical - Optional Plus Competencies Met
Select From Dropdown List 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Select From Dropdown List 1 dd/mm/yyyy dd/mm/yyyy
2 dd/mm/yyyy dd/mm/yyyy
3 dd/mm/yyyy dd/mm/yyyy
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 8
Candidate Name - 1234567
Log Book - Year 1 Commercial property practice Template 3
Months
1 2 3 4 5 6 7 8 9 10 11 12 Total
Number and Competency Title
Month Month Month Month Month Month Month Month Month Month Month Month Days
Year Year Year Year Year Year Year Year Year Year Year Year
Technical - Core Competencies
T044 Inspection
T057 Measurement of land and property
T083 Valuation
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Select From Dropdown List
Technical - Plus Competencies
Select From Dropdown List
Select From Dropdown List
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 9
Candidate Name - 1234567
Log Book - Year 2 Commercial property practice Template 3
Months
13 14 15 16 17 18 19 20 21 22 23 24 Total
Number and Competency Title
Month Month Month Month Month Month Month Month Month Month Month Month Days
Year Year Year Year Year Year Year Year Year Year Year Year
Technical - Core Competencies
T044 Inspection
T057 Measurement of land and property
T083 Valuation
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Select From Dropdown List
Technical - Plus Competencies
Select From Dropdown List
Select From Dropdown List
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 10
Candidate Name - 1234567
Log Book - Year 3 Commercial property practice Template 3
Months
25 26 27 28 29 30 31 32 33 34 35 36 Total
Number and Competency Title
Month Month Month Month Month Month Month Month Month Month Month Month Days
Year Year Year Year Year Year Year Year Year Year Year Year
Technical - Core Competencies
T044 Inspection
T057 Measurement of land and property
T083 Valuation
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Select From Dropdown List
Technical - Plus Competencies
Select From Dropdown List
Select From Dropdown List
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 11
Candidate Name - 1234567
Log Book - Year 4 Commercial property practice Template 3
Months
37 38 39 40 41 42 43 44 45 46 47 48 Total
Number and Competency Title
Month Month Month Month Month Month Month Month Month Month Month Month Days
Year Year Year Year Year Year Year Year Year Year Year Year
Technical - Core Competencies
T044 Inspection
T057 Measurement of land and property
T083 Valuation
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Select From Dropdown List
Technical - Plus Competencies
Select From Dropdown List
Select From Dropdown List
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 12
Candidate Name - 1234567
Log Book - Year 5 Commercial property practice Template 3
Months
49 50 51 52 53 54 55 56 57 58 59Total60
Number and Competency Title
Month Month Month Month Month Month Month Month Month Month Month Month Days
Year Year Year Year Year Year Year Year Year Year Year Year
Technical - Core Competencies
T044 Inspection
T057 Measurement of land and property
T083 Valuation
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Select From Dropdown List
Technical - Plus Competencies
Select From Dropdown List
Select From Dropdown List
Total
RICS 2008 - T3.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 13
Candidate Name - 1234567
Template 4
Select a Route
Professional Development Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and
reasoning why you are doing this PD development. Conclude with the outcome and how it relates to your declared competencies.
Year 1
Date Subject (objective, reasoning and outcome) Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 96 hours in total required for Final Assessment (minimum 48 hours per year)
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T4.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 14
Candidate Name - 1234567
Template 4
Select a Route
Professional Development Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and
reasoning why you are doing this PD development. Conclude with the outcome and how it relates to your declared competencies.
Year 2
Date Subject (objective, reasoning and outcome) Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 96 hours in total required for Final Assessment (minimum 48 hours per year)
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T4.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 15
Candidate Name - 1234567
Template 4
Select a Route
Professional Development Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and
reasoning why you are doing this PD development. Conclude with the outcome and how it relates to your declared competencies.
Year 3
Date Subject (objective, reasoning and outcome) Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 96 hours in total required for Final Assessment (minimum 48 hours per year)
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T4.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 16
Candidate Name - 1234567
Template 4
Select a Route
Professional Development Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and
reasoning why you are doing this PD development. Conclude with the outcome and how it relates to your declared competencies.
Year 4
Date Subject (objective, reasoning and outcome) Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 96 hours in total required for Final Assessment (minimum 48 hours per year)
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T4.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 17
Candidate Name - 1234567
Template 4
Select a Route
Professional Development Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and
reasoning why you are doing this PD development. Conclude with the outcome and how it relates to your declared competencies.
Year 5
Date Subject (objective, reasoning and outcome) Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 96 hours in total required for Final Assessment (minimum 48 hours per year)
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T4.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 18
Candidate Name - 1234567
Template 5
Select a Route
Education / Employment & Professional Membership Record
Commercial property practice
Education Record
Please detail your academic qualifications gained during your further education years and list any relevant grade / level of that membership that you hold.
University / institution Date Date
Degree / Diploma Name Type of Study
(please include country) Started Completed
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
Employment Record
Please detail employment positions held and record the current / most recent first.
Employer Competencies covered during employment Date Date
Position held
(please include country) (simply list competency reference numbers) Started Completed
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
dd/mm/yyyy dd/mm/yyyy
RICS 2008 - T5.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 19
Candidate Name - 1234567
Template 5
Select a Route
Education / Employment & Professional Membership Record
Commercial property practice
Professional Membership Record
Please detail any other institutions that you are a member of.
Professional Membership Institution Membership Status Date Achieved
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
dd/mm/yyyy
RICS 2008 - T5.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 20
Candidate Name - 1234567
Template 6
Select a Route
Experience Record
Commercial property practice
Please record your summary of experience / training completed against your declared competencies. Note: Record against ALL declared Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (PD / LLL should be recorded in Template 4).
Competency & level Competency experience details Job title / Employer
Mandatory Competencies
M001 Accounting principles and procedures
M001 Accounting principles and
procedures
Level 1
M002 Business planning
M002 Business planning
Level 1
M003 Client care
M003 Client care
Level 1
M003 Client care
Level 2
M004 Communication and negotiation
M004 Communication and negotiation
Level 1
M004 Communication and negotiation
Level 2
M005 Conduct rules, ethics and professional practice
M005 Conduct rules, ethics and
professional practice
Level 1
M005 Conduct rules, ethics and
professional practice
Level 2
RICS 2008 - T6.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 21
Candidate Name - 1234567
Template 6
Select a Route
Experience Record
Commercial property practice
Please record your summary of experience / training completed against your declared competencies. Note: Record against ALL declared Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (PD / LLL should be recorded in Template 4).
Competency & level Competency experience details Job title / Employer
M005 Conduct rules, ethics and
professional practice
Level 3
M006 Conflict avoidance, management and dispute resolution procedures
M006 Conflict avoidance, management
and dispute resolution procedures
Level 1
M007 Data management
M007 Data management
Level 1
M008 Health and safety
M008 Health and safety
Level 1
M008 Health and safety
Level 2
M009 Sustainability
M009 Sustainability
Level 1
M010 Teamworking
M010 Teamworking
Level 1
Technical - Core Competencies
T044 Inspection
T044 Inspection
Level 1
T044 Inspection
Level 2
RICS 2008 - T6.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 22
Candidate Name - 1234567
Template 6
Select a Route
Experience Record
Commercial property practice
Please record your summary of experience / training completed against your declared competencies. Note: Record against ALL declared Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (PD / LLL should be recorded in Template 4).
Competency & level Competency experience details Job title / Employer
T044 Inspection
Level 3
T057 Measurement of land and property
T057 Measurement of land and property
Level 1
T057 Measurement of land and property
Level 2
T057 Measurement of land and property
Level 3
T083 Valuation
T083 Valuation
Level 1
T083 Valuation
Level 2
T083 Valuation
Level 3
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
RICS 2008 - T6.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 23
Candidate Name - 1234567
Template 6
Select a Route
Experience Record
Commercial property practice
Please record your summary of experience / training completed against your declared competencies. Note: Record against ALL declared Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (PD / LLL should be recorded in Template 4).
Competency & level Competency experience details Job title / Employer
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Technical - Optional PLUS Competencies
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
RICS 2008 - T6.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 24
Candidate Name - 1234567
Template 6
Select a Route
Experience Record
Commercial property practice
Please record your summary of experience / training completed against your declared competencies. Note: Record against ALL declared Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (PD / LLL should be recorded in Template 4).
Competency & level Competency experience details Job title / Employer
Additional Information
If you wish you may include further information regarding the breadth and depth of experience you have had over and above your declared competencies in the
boxes provided below.
PLEASE NOTE: DO NOT RECORD ANY OF YOUR DECLARED COMPETENCY INFORMATION HERE. THIS INFORMATION IS FOR GENERAL INTEREST OF THE ASSESSORS AND ANY
COMPETENCIES LISTED HERE WILL NOT BE ASSESSED AS PART OF YOUR FINAL ASSESSMENT. PLEASE FOCUS ONLY ON DECLARED COMPETENCIES.
Competency Competency experience details Job title / Employer
RICS 2008 - T6.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 25
Candidate Name - 1234567
Template 7
This template is for REFERRED Candidates ONLY
Select a Route
Referral Deficiency Report
Commercial property practice
Record your summary of experience / training completed, since referral, relevant to your declared competencies. Note: Record against relevant Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (Deficiency report PD / LLL should be recorded in Template 8).
Competency & level Competency experience details Job title / Employer
Mandatory Competencies
M001 Accounting principles and procedures
M001 Accounting principles and
procedures
Level 1
M002 Business planning
M002 Business planning
Level 1
M003 Client care
M003 Client care
Level 1
M003 Client care
Level 2
M004 Communication and negotiation
M004 Communication and negotiation
Level 1
M004 Communication and negotiation
Level 2
M005 Conduct rules, ethics and professional practice
M005 Conduct rules, ethics and
professional practice
Level 1
M005 Conduct rules, ethics and
professional practice
Level 2
RICS 2008 - T7.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 26
Candidate Name - 1234567
Template 7
This template is for REFERRED Candidates ONLY
Select a Route
Referral Deficiency Report
Commercial property practice
Record your summary of experience / training completed, since referral, relevant to your declared competencies. Note: Record against relevant Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (Deficiency report PD / LLL should be recorded in Template 8).
Competency & level Competency experience details Job title / Employer
M005 Conduct rules, ethics and
professional practice
Level 3
M006 Conflict avoidance, management and dispute resolution procedures
M006 Conflict avoidance, management
and dispute resolution procedures
Level 1
M007 Data management
M007 Data management
Level 1
M008 Health and safety
M008 Health and safety
Level 1
M008 Health and safety
Level 2
M009 Sustainability
M009 Sustainability
Level 1
M010 Teamworking
M010 Teamworking
Level 1
Technical - Core Competencies
T044 Inspection
T044 Inspection
Level 1
T044 Inspection
Level 2
RICS 2008 - T7.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 27
Candidate Name - 1234567
Template 7
This template is for REFERRED Candidates ONLY
Select a Route
Referral Deficiency Report
Commercial property practice
Record your summary of experience / training completed, since referral, relevant to your declared competencies. Note: Record against relevant Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (Deficiency report PD / LLL should be recorded in Template 8).
Competency & level Competency experience details Job title / Employer
T044 Inspection
Level 3
T057 Measurement of land and property
T057 Measurement of land and property
Level 1
T057 Measurement of land and property
Level 2
T057 Measurement of land and property
Level 3
T083 Valuation
T083 Valuation
Level 1
T083 Valuation
Level 2
T083 Valuation
Level 3
Technical - Optional Competencies
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
RICS 2008 - T7.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 28
Candidate Name - 1234567
Template 7
This template is for REFERRED Candidates ONLY
Select a Route
Referral Deficiency Report
Commercial property practice
Record your summary of experience / training completed, since referral, relevant to your declared competencies. Note: Record against relevant Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (Deficiency report PD / LLL should be recorded in Template 8).
Competency & level Competency experience details Job title / Employer
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Technical - Optional PLUS Competencies
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
Select From Dropdown List
Select From Dropdown List
Level 1
Select From Dropdown List
Level 2
Select From Dropdown List
Level 3
RICS 2008 - T7.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 29
Candidate Name - 1234567
Template 7
This template is for REFERRED Candidates ONLY
Select a Route
Referral Deficiency Report
Commercial property practice
Record your summary of experience / training completed, since referral, relevant to your declared competencies. Note: Record against relevant Levels up to a
maximum of 1000 characters per cell (approximately 150 to 200 words per Level). (Deficiency report PD / LLL should be recorded in Template 8).
Competency & level Competency experience details Job title / Employer
Additional Information
If you wish you may include further information regarding the breadth and depth of experience you have had over and above your declared competencies in the
boxes provided below.
PLEASE NOTE: DO NOT RECORD ANY OF YOUR DECLARED COMPETENCY INFORMATION HERE. THIS INFORMATION IS FOR GENERAL INTEREST OF THE ASSESSORS AND ANY
COMPETENCIES LISTED HERE WILL NOT BE ASSESSED AS PART OF YOUR FINAL ASSESSMENT. PLEASE FOCUS ONLY ON DECLARED COMPETENCIES.
Competency Competency experience details Job title / Employer
RICS 2008 - T7.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 30
Candidate Name - 1234567
Template 8
Select a Route
Professional Development Deficiency Record
Commercial property practice
Please detail the PD development title, location and key components. Include Method of Learning. Include an overview of the objective and reasoning why you are
doing this PD development. Conclude with the outcome and how it relates to the highlighted deficiencies in your referral report.
This template is for REFERRED Candidates ONLY
Date Subject Hours PD Split?
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
dd/mm/yyyy 0.0 Select a Split
0.0 Total
Note: 24 hours MINIMUM Required
Hours Total / Split
0.0 Personal
0.0 Technical
0.0 Professional
RICS 2008 - T8.1208.02
RICS Membership Operations - Graduate 1, 2, 3 & Adpt1 - Dec08 Templates Page 31
