Comptencies Flashcards
Ethics l2 cpd
1st rule of conduct
CPD - requirement
cpd tree
ethics l2 licence to alter
5th rule of conduct
acting in public interest
by ensuring that the alterations (CCTV) were complete in line with the lease
maintains relationship between ll and t
L3 ethics prop man
Rule of conduct 1
tenant approached requesting i review business rates
I detailed to them that this was outside of my remit and that we had no terms of engagement and so my company could not act
with their permission i forwarded their details to rates team
ethics L3 vals
Client push back on my reported numbers
detailed to them that the evidence provided to me substantiated the valuation i reported
client care l2
long term goals tailoring services
esg at fort dunlop
client care l2 arrears
updated client on arrears position detailing to them the poorer payers.
presented log to occupier
suggested action for escalating matters
L2 communication Vals
confirming comps and discussing market with agents
l2 communication tax
received portfolio of asset
identified opps
compiled schedule
reported how each hereditament moved through the cca process
H&S l2
Lone working
H&S L2
Inspection
ppe
risk assessment on site
(some had plant and machinery - wore appropriate ppe and followed marked walk ways)
proceed
accounting
proft and loss
balance sheet
dun and Bradstreet
covenant strength
client money handling
business plannig
fees
costs
new client activity
cross selling
conflict/ dispute
CHP
Mediation, negotiation, expert witness, arbitration
data
data protection act 2018
UKGDPR
Diveristy and inclusions
effective team work
diverse workforce
unconscious bias
Inclusive environments
equality act 2010
part m - building use and access
talent attraction
sustainability
Carbon emission 40% global emissions
Breeam
EPC
Mees
PM L2
Licence to alter
mezzanine
PMl2 management
management report
lease events
rent / s/c collections
fm - detailed they were likely to break, use management report to see how long and clarify arrears they would need to clear
pm l3 sublet
carry out subletting
check alienation
check head of terms and their compliance with lease terms
requested financial review and sanctions check via in house process
advised client that there the subletting go ahead via licence to sublet
and that the agreed rent would help future lettings and rr
Licence to alter l3
received a request to carry out alterations to the demise
reviewed lease alterations clause and requested Info regarding works, pli, rams sketches and schedule of works - review from bs
confirmed no impact on epc
advised client to permit the alteration via licence to alter
local tax l2 deletion
office brum
redevelopment works
removal of m and e, toilets, raised floor
recived photos, gannt chart, scheme over view
drafted check with evidence and legal basis
L2 local tax val
rates saving opps in an office
rental tones close to avd below rates payable
challenge document
legal basis
statement of truth
l3 office merger
3 hereditaments for which the occupied in totality
consecutive floors
reviewed other rates agreements
carried out valuation
identified saving
carried out - merger check
pico (woolway v mazars reversal)
measurement l2 retail
sketch plan
nia basis
zoned shop floor in the office
Measurement l2 office
measured on nia and ipms 3
as this is a rics requirements
Inspection l2 cov
lone working
ppe
abnormalities
Inspection l2 Birmingham
office mcc (newater house)
development next door (103)
diverted walk ways
noise
dust
photos
challenge
L3 inspection Retail
Business rates, Birmingham
Masked area due to abnormal walls and floor plain
completed a check to reflect the masked area
L3 inspection telford
Stafford park
assumed break
due to significant tenant fit out
established geographical operations
limited substitutability
vals l2 cov
mv mr and sa vpv
DHL - Rowley road
investment method
local agent for new letting assumption
comps for yield and rent s
vals l2 wolves
booker
highly specific layout and use
commented on more weight being place on same occupier properties being sold
low eaves
less loading doors
low site coverage albeit car park
vals 3 manufacturing broseley
syspal
owner occupied
used rental evidence from Telford spoke to agents about appropriate disounts
valued on vpv (investment) cross referenced with comparable method (albeit limited comps hence the investment method)
advised on lack of EPC - compliant however should the property become vacant then it wouldn’t (reflcted in yield)
L3 automotive l3
truck and van
13% site coverage
40% basis industrial rent
remaining land on a per acre basis
adopted investment method due to high income security and long uxt
adopted target initial yield of 5.25% on guaranteed uplift in rent review in a couple months time (capitalised top up rent)
deducted cost of top up and notional pcs to get MV
Dev app l2 wolves
ARY to market rent
bcis estimates
profit on 17.5% on gdv broke back to 15% on costs
internal purposes w/o liability
dev app l2 evesham
loan sec
residual land valuation
compiled evidence for gdv
reviewed borrowers costs
identified that thee were high in comparison to bcis - however these were due to the planning permission
low site density as well and so impacted land value which was shown in sensitivity analysis
deciding whether to sell or build out the scheme
l3 dev app Henley
highlighted to client impact of fast sale rates in market
predominantly equity buyers
insulated from much of the current risk
reflect 100% debt - conservative
increased IRR
l3 Wrexham
full planning permission
for 11 homes
received offer from buyer
spoke to local agents given it is away from my patch
used bcis - corss referenced given lack of schemes
cross referenced scheme with land sales
detailed findings of sensitivity analysis that proposed sale price would be acceptable if costs increased by 5 or 10%
