RICS Knowledgebase

Model framework for terms of engagement

https://www.rics.org/profession-standards/rics-standards-and-guidance/conduct-competence/client-relationships-and-handling-data  is a good place to start. If you go through to the link on setting up your initial agreement with clients you will see reference to a model framework for terms of engagement. 

Standard forms of consultant's appointment

There are a range of standard forms of consultants appointments at RICS Standard Form of Consultant's Appointment - scroll down to see the separate tiles to different types of work e.g. Reinstatement Cost Assessment Services; Dilapidations; Quantity Surveyor Services etc. 
 

Home Survey Standard
For home surveys there is this statement about Terms of Engagement: 
 https://www.rics.org/content/dam/ricsglobal/documents/to-be-sorted/home-survey-standard-toe-guidance-for-members.pdf

also guidance in the Home Survey Standard itself at 2.6 https://www.rics.org/content/dam/ricsglobal/documents/standards/home_survey_standard_nov_2020.pdf

Rural estate management: https://www.rics.org/profession-standards/rics-standards-and-guidance/sector-standards/land-standards/terms-of-engagement-rural-estate-management-services

Valuation

This suite of documents is aimed at the sole practitioner and small firm and facilitates the production of documents which comply with Red Book

https://www.rics.org/regulation/regulatory-schemes/valuer-registration/best-practice-for-registered-valuers

The headings contained in this framework for terms of engagement are based directly upon the list of mandatory required content set out in the Global Red Book 

https://www.rics.org/content/dam/ricsglobal/documents/standards/Terms_Of_Engagement_Framework_2025.pdf

Rules for the use of the RICS logo and designation by firms (PDF 0.24MB) states that

“RICS also requires every regulated firm to include the following text in their terms of engagement issued to clients in respect of its surveying services:

 [Name of Firm] is regulated by RICS for the provision of surveying services. This means we agree to uphold the RICS Rules of Conduct and all other applicable mandatory professional practice requirements of RICS, which can be found at www.rics.org. As an RICS regulated firm we have committed to cooperating with RICS in ensuring compliance with its standards. The firm’s nominated RICS Responsible Principal is [insert name, job title and contact details]”

#terms-of-engagement