RICS professional standards and guidance, global Surveying ...

1 Guidance noteRICS professional standards and guidance, globalSurveying safely: health and safety principles for property professionals2nd edition, November 2018 Surveying safely: health and safety principles for property professionalsRICS guidance note, global2nd edition, November 2018 Published by the Royal Institution of Chartered Surveyors (RICS)Parliament SquareLondonSW1P responsibility for loss or damage caused to any person acting or refraining from action as a result of the material included in this publication can be accepted by the authors or by the RICS health & Safety Advisory published as Surveying safely (RICS guidance note, 2011, ISBN 978 1 84219 680 9).

2 ISBN 978 1 78321 203 3 Royal Institution of Chartered Surveyors (RICS) November 2018. Copyright in all or part of this publication rests with RICS. Save where and to the extent expressly permitted within this document, no part of this work may be reproduced or used in any form or by any means including graphic, electronic, or mechanical, including photocopying, recording, taping or web distribution, without the written permission of RICS or in line with the rules of an existing licence. Ty pe set using Ty acknowledgmentCrown copyright material is reproduced under the Open Government Licence for public sector information: Figure 5 is reproduced with kind permission from the HSE and contains public sector information published by the health and Safety Executive and licensed under the Open Government guidance note was produced by the RICS health & Safety Advisory Group.

3 RICS would like to express its thanks to the following:Chair: Anthony Taylor (GVA) Ian Watson FRICS (CDM Services)Anthony Baker (A&T Consultants Ltd)James Bridgland (Phase Consultants Ltd)Rob Elvin (Squire Patton Boggs)Alan Cripps FRICS (RICS)Jeffrey Tribich (Malcolm Hollis LLP)Caroline Brown (Acoura)Mike Appleby (Fisher Scoggins Waters LLP)Special thanks to Helen Ratcliffe from the HSE for her publishingHead of Publishing and Content: Sarah CrouchStandards Publishing Manager: Antonella AdamusProduct Manager: Marcus HardyEditors: Joanne FitzLeverton and Jess RogersiiRICS guidance note, globalEffective from February 2019 Surveying safely: health and safety principles for property professionalsContentsAcknowledgments iiRICS professional standards and guidance 1 RICS guidance notes.

4 1 Glossary 2 Introduction 31 Personal responsibilities for RICS members and corporate responsibilities for RICS- regulated firms Influencing factors .. Personal responsibilities .. Safe person concept .. Corporate responsibilities .. In the event that it all goes wrong .. 62 Relevance to RICS professional groups 83 Assessing hazards and risks Risk management.

5 Concepts of managing risk .. Working safely as an RICS- regulated firm and an RICS member Assessing risk .. Hierarchy of risk control .. Dynamic risk assessment .. Evaluating risk .. 114 RICS members places of work General .. Perception and behaviours .. Geographical location .. Historical use .. Immediate locality .. Risk identification and management .. Common requirements at places of work .. Emergency arrangements .. Building services .. Maintenance of buildings .. Fixed equipment .. 195 Occupational hygiene and health Occupational hygiene.

6 Occupational health .. 206 Visiting premises or sites Before visiting premises or sites .. Checklist of matters to consider .. Arriving and during visits to premises or at sites .. Securing the site and leaving .. Review on completion of the visit .. 317 Fire safety guidance note, globalEffective from February Risk of fire .. Fire safety management .. 328 Residential property Surveying 349 General procurement and management of contractors General principles.

7 Who or what is a contractor? .. Why contract work? .. Principles of good contractor procurement .. Identifying the job .. Management of contractors .. Discuss details before issuing instructions .. Make sure others will not be put at risk .. Monitor the work .. Ensure risks from contractors activities are controlled and coordinated .. Review the arrangements .. 40 Appendix A: Example audit template 41 Surveying safely: health and safety principles for property professionalsivRICS guidance note, globalEffective from February 2019 RICS professional standards and guidanceRICS guidance notesDefinition and scopeRICS guidance notes set out good practice for RICS members and for firms that are regulated by RICS.

8 An RICS guidance note is a professional or personal standard for the purposes of RICS Rules of Conduct. Guidance notes constitute areas of professional , behavioural competence and/or good practice. RICS recognises that there may be exceptional circumstances in which it is appropriate for a member to depart from these provisions in such situations RICS may require the member to justify their decisions and of these provisions in legal or disciplinary proceedingsIn regulatory or disciplinary proceedings, RICS will take account of relevant guidance notes in deciding whether a member acted professionally, appropriately and with reasonable competence.

9 It is also likely that during any legal proceedings a judge, adjudicator or equivalent will take RICS guidance notes into recognises that there may be legislative requirements or regional, national or international standards that take precedence over an RICS guidance status definedThe following table shows the categories of RICS professional content and their statusType of documentDefinitionRICS Rules of Conduct for Members and RICS Rules of Conduct for FirmsThese Rules set out the standards of professional conduct and practice expected of members and firms registered for regulation by standardHigh-level standard developed in collaboration with other relevant professional statement (PS)Mandatory requirements for RICS members and regulated guidance note (GN)

10 A document that provides users with recommendations or an approach for accepted good practice as followed by competent and conscientious code of practice (CoP)A document developed in collaboration with other professional bodies and stakeholders that will have the status of a professional statement or guidance jurisdiction guideThis provides relevant local market information associated with an RICS international standard or RICS professional statement. This will include local legislation, associations and professional bodies as well as any other useful information that will help a user understand the local requirements connected with the standard or statement.