Document downloads - Managing client relationships
Available downloads
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RICS Forms of Consultant's Appointment (England and Wales) (ARCHIVED)
These documents have been archived and are available on isurv for information purposes only.
The latest edition was published in May 2022 and is available to download from: www.isurv.com/info/1557/rics_forms_of_consultant_appointments -
Client briefing meeting checklist
A checklist of things to consider and discuss at a client briefing meeting.
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Consultancy appointments checklist
A checklist of typical issues to consider when reviewing consultancy appointments documents.
Many clients will have their own terms under which they require their suppliers to work, others will be open for the supplier to put forward their standard conditions. Provided the other party checks the terms and finds them acceptable then the origin of the terms is irrelevant and most organisations will have key issues they look for in reviewing appointment terms such as: limitations on liability, professional indemnity insurance requirements, payment terms and the like. -
Client feedback checklist
A checklist of questions to ask clients to gather feedback in various areas.
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RICS Forms of Consultant's Appointment (Northern Ireland) (ARCHIVED)
These documents have been archived and are available on isurv for information purposes only.
The latest edition was published in May 2022 and is available to download from: www.isurv.com/info/1557/rics_forms_of_consultant_appointments -
Appointing a project manager
The aim of this publication is to provide practical advice and guidance to individuals and organisations involved in the commissioning or procurement of project management services as well as RICS members in England and Wales undertaking the role of project manager in relation to building works contracts.
The role of the project manager covers a wide range of possible services and projects from the smallest residential scheme through to larger infrastructure projects. The responsibilities of the project manager will be defined initially by the professional appointment under which they are employed and then by the form of building contract used for the works.
Please note: while the content of this guidance note contains textual material which is still current and able to be used in practice, it is acknowledged that a number of references in the Appendices are now out of date and need to be changed to reflect the subsequent publication of other documents. -
Managing communications (ARCHIVED)
This document has been archived and is available on isurv for information purposes only.
This 1st edition information paper examines communications in an industry context, covering how clear, consistent communication via different media enables stakeholders to play their part in delivering a successful project. -
Stakeholder engagement
Published September 2014
This guidance note outlines the principles of effective stakeholder engagement, providing readers with practical guidance through a series of 'real world' case examples and advice from experienced practitioners. -
Complaints handling
Published: July 2016
Reissued: October 2023
The purpose of this standard is to provide residential surveyors and valuers with information to assist in handling complaints and direct them towards more detailed guidance from RICS. -
Procurement of facility management
Published October 2020
Effective from January 2021
Reissued December 2023
This professional standard provides guidance on the various factors that need to be considered throughout a procurement process, including activities and key decisions during planning, procurement and post-procurement
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The document is aimed at public and private sector property professionals involved in a facility management (FM) procurement process either within their territory or region, or globally. This includes property managers, directors of estates, heads of FM, consultants, RICS-regulated firms acting for a landlord and FM suppliers procuring services from subcontractors. Those managing in-house teams delivering FM services may also find some of the content helpful.
This document was reissued in December 2023 as a professional standard. It had previously been published in October 2020 as a code of practice. No material changes have been made to the document. -
RICS Forms of Consultant's Appointment (Scotland) (ARCHIVED)
These documents have been archived and are available on isurv for information purposes only.
The latest edition was published in May 2022 and is available to download from: www.isurv.com/info/1557/rics_forms_of_consultant_appointments