Comptencies Flashcards

1
Q

Ethics l2 cpd

A

1st rule of conduct
CPD - requirement
cpd tree

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2
Q

ethics l2 licence to alter

A

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

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3
Q

L3 ethics prop man

A

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

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4
Q

ethics L3 vals

A

Client push back on my reported numbers
detailed to them that the evidence provided to me substantiated the valuation i reported

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5
Q

client care l2

A

long term goals tailoring services
esg at fort dunlop

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6
Q

client care l2 arrears

A

updated client on arrears position detailing to them the poorer payers.
presented log to occupier
suggested action for escalating matters

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7
Q

L2 communication Vals

A

confirming comps and discussing market with agents

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8
Q

l2 communication tax

A

received portfolio of asset
identified opps
compiled schedule
reported how each hereditament moved through the cca process

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9
Q

H&S l2

A

Lone working

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10
Q

H&S L2

A

Inspection
ppe
risk assessment on site
(some had plant and machinery - wore appropriate ppe and followed marked walk ways)
proceed

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11
Q

accounting

A

proft and loss
balance sheet
dun and Bradstreet
covenant strength
client money handling

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12
Q

business plannig

A

fees
costs
new client activity
cross selling

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13
Q

conflict/ dispute

A

CHP
Mediation, negotiation, expert witness, arbitration

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14
Q

data

A

data protection act 2018
UKGDPR

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15
Q

Diveristy and inclusions

A

effective team work
diverse workforce
unconscious bias

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16
Q

Inclusive environments

A

equality act 2010
part m - building use and access
talent attraction

17
Q

sustainability

A

Carbon emission 40% global emissions
Breeam
EPC
Mees

18
Q

PM L2

A

Licence to alter
mezzanine

19
Q

PMl2 management

A

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

20
Q

pm l3 sublet

A

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

21
Q

Licence to alter l3

A

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

22
Q

local tax l2 deletion

A

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

23
Q

L2 local tax val

A

rates saving opps in an office
rental tones close to avd below rates payable
challenge document
legal basis
statement of truth

24
Q

l3 office merger

A

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)

25
measurement l2 retail
sketch plan nia basis zoned shop floor in the office
26
Measurement l2 office
measured on nia and ipms 3 as this is a rics requirements
26
Inspection l2 cov
lone working ppe abnormalities
27
Inspection l2 Birmingham
office mcc (newater house) development next door (103) diverted walk ways noise dust photos challenge
28
L3 inspection Retail
Business rates, Birmingham Masked area due to abnormal walls and floor plain completed a check to reflect the masked area
29
L3 inspection telford
Stafford park assumed break due to significant tenant fit out established geographical operations limited substitutability
30
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
31
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
32
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)
33
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
34
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
35
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
36
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
37
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%