Professional guidance
Our standards and guidance cover all areas of surveying practice and embody best practice. They fall into the following categories: professional statements, practice statements, codes of practice, and guidance notes.
RICS standards and professional guidance are available free of charge to all and you can download PDF versions of the publications below. Check the side-bar options to refine the listed items by topic or professional group, or search for specific guidance using the search box above. Some RICS professional guidance publications can be bought from the RICS Shop.
Members should note that when an allegation of professional negligence is made against a surveyor, the court is likely to take into account the contents of any relevant professional guidance published by RICS in deciding whether or not the surveyor has acted with reasonable competence.
Outdated guidance is archived, however you can still obtain a reference copy by contacting our library.
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Dispute resolution
Guidance note 07 Jul 2016
The purpose of this guidance note is to provide residential surveyors and valuers with information to assist in handling complaints and direct them towards more detailed guidance from RICS.
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Facilities management
Information paper 01 Dec 2011
Support for chartered facilities management practitioners by providing an outline to help generate, analyse, use and report on management information for organisational success.
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Project management
Information paper 18 Jul 2013
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.
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Business & management
Guidance note 18 Apr 2016
Focusing on the fundamental question of why projects fail, this guidance outlines some of the most commonly occurring reasons for failure and offers practical solutions in the context of applying the lessons learned.
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Project management
Guidance note 16 Sep 2014
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.
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Dispute resolution
Information paper 18 Mar 2014
TUPE stands for The Transfer of Undertakings (Protection of Employment) Regulations 2006. New regulations to update TUPE 2006 came into force on 31 January 2014 under The Collective Redundancies and Transfer of Undertakings (Protection of Employment) (Amendment) Regulations 2014. TUPE provides employment protection on the transfer of a business from one individual to another or a change in responsibility for a contracted out service.
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Quantity surveying & construction
Guidance note 08 Oct 2009
In addition to offering an overview of the benefits of electronic document management (EDM) systems, this note provides tools to aid the selection of an appropriate system for any size of business.
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Project management
Guidance note 12 Aug 2009
Covering the stages of a project from inception to commencement on site, this note offers best practice guidance for property professionals involved in development management of construction projects.
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Management consultancy
Guidance note 20 Oct 2010
Recommended reading for those considering setting up in practice, or more experienced professionals taking on greater leadership responsibilities, this guidance focuses on the processes and procedures faced when managing and leading a surveying practice.
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Facilities management
Guidance note 15 Apr 2011
Seeking to assist the chartered facilities management surveyor, this guidance outlines best practice in the planning and deployment of the measures necessary to deliver appropriate and effective security.
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Dispute resolution
Guidance note 04 May 2016
Covers the appointment of surveyors as arbitrators, independent experts, mediators, adjudicators, and other dispute resolvers.
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Valuation
Guidance note 06 Jan 2014
This guidance note was originally available here in digital format separately from the Red Book. With effect from 6 January 2014 this guidance note is incorporated in the RICS Valuation - Professional Standards January 2014.
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Commercial property
Professional statement 22 May 2017
This professional statement provides RICS members and RICS regulated firms with mandatory requirements when acting on the open market sale or acquisition of a commercial investment real estate opportunity in the UK in order to avoid conflicts of interest prejudicial to their clients’ best interests.
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Management consultancy
Information paper 08 Jun 2011
These papers are aimed at surveyors who are assisting clients with organisational change or are re-organising their own professional practice.