QUICK ANSWER
Why is the surveying discipline important?
A building surveyor, quantity surveyor, valuation surveyor and other surveying practices can face materially different responsibilities. The proposal should therefore describe the actual discipline, services, asset or project values, contractual scope, reliance placed on reports and the procedures used to check work.
ACTIVITIES
Identify the work being relied upon
Activities may include inspections, condition reports, valuations, cost advice, measurement, contract administration, project monitoring, defect investigation, schedules of condition, dilapidations or specialist consultancy. The material issue is what conclusions, estimates or recommendations clients and third parties may rely upon.
PROPOSAL INFORMATION
Information that defines the professional exposure
- Surveying disciplines and percentage of income from each.
- Annual fee income and projected fee income.
- Typical and largest property, project or contract values.
- Client profile and largest appointments.
- Extent of valuation, certification, design or contract-administration responsibility.
- Geographical territories and jurisdictions.
- Use of subcontractors or specialist consultants.
- Claims, complaints, circumstances and known disputes.
CONTROLS
Show how work is scoped, checked and recorded
Useful evidence can include engagement-letter controls, conflict checks, standard reporting procedures, peer or senior review, file notes, inspection records, valuation methodology, document retention, complaints handling and procedures for appointing and checking external specialists.
RELATED GUIDANCE
Connect the occupation to the wider business picture
Return to Business Occupations & Risk Profiles, or use the Commercial Insurance Proposal Guide for the wider preparation framework.