Submission Examples - Mandatory Flashcards

1
Q

Ethics Level 2 - Exeter Appointment of Planning Consultant - DD

A
  • Appointing planning consultant on Exeter
  • Ensured they were aware of and complied with RICS Professional Statement on Countering Bribery and Corruption, Money Laundering and Terrorist Financing
  • Requested a D&B credit report to ensure the firm was operating in a financially ethical manner
  • Instructed compliance team to undertake a conflict of interest check
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2
Q

Ethics Level 3 - Tendering IC on Essex - Tender Process

A
  • Tendering parties for role of IC
  • Colleague wanted to commence interview process before all tender submissions had been received
  • Informed them that this would be unethical, unfair and compromise the integrity of the tender process
  • Ensured interviews didn’t commence until all tender submissions had been received
  • Ensured all clarifications received were shared with other tendering parties
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3
Q

Ethics Level 3 - Point of Contact Retail Unit Birmingham

A
  • Acting as the point of contact during the leasehold disposal of retail unit in Birmingham
  • When questioned on complex legal matters, politely informed parties that these were outside my scope of competence
  • I put them in touch with the legal team who were in position to answer their questions
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4
Q

Communication/Negotiation Level 2 - Co-ordination of legal DD, Portfolio sale

A
  • Managed the co-ordination of the legal dd
  • created excel tracker to log queries and responses
  • used it to communicate to the interested party about the progress and status of their respective queries
  • produced this for each workstream and shared regularly with the parties
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5
Q

Communication and Negotiation Level 2 - Negotiation of FM Agreement, Birmingham

A
  • Negotiated the scope of services for the FM agreement on student development in Birmingham
  • Conducted discussions in an honest and open manner, allowing parties to express their view
  • Prepared a strategy and prepped prior to the negotiation
  • Achieved Linkcity’s key objective which was to reduce our responsibilities within the scope and pass them onto the service provider
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6
Q

Health and Safety Level 2 - Attended site visit Westminster

A
  • attended site visit monitor the construction works of a residential development
  • made sure my line manager was aware of my location, took a mobile phone with me
  • contacted the site manager in advance to establish condition of the site and confirm whether the necessary PPE would be provided
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