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Practice paper

Guiding surveyors and protecting the public : The new RICS guidance note ‘Planned Preventative Maintenance of Commercial and Residential Property’

Adrian Tagg
Journal of Building Survey, Appraisal & Valuation, 10 (4), 343-357 (2022)
https://doi.org/10.69554/JSVH3797

Abstract

Managing the operational risk to commercial property lies not only with those investing in the assets but also with those advising on the planned preventative maintenance (PPM). With a need to consider the life cycle of building components, defect evolution and compliance of assets with legal requirements, surveyors are under increased pressure to deliver professional advice with often limited access to both site and documents. While most surveyors have devised their own methods in the undertaking and delivery of PPM, there has historically been no bespoke guidance on this from the Royal Institution of Chartered Surveyors (RICS). The lack of formal guidance was exposed by the tragic events of Storm Doris in 2017, where wind damage to a commercial property resulted in the fatality of a member of the public. The subsequent investigation identified failings in the PPM process at the property. In response to the report of the coroner, the RICS embarked upon preparing a global guidance note with the intention of delivering high-quality surveying services as well as guiding surveyors and protecting the public.

Keywords: RICS; planned preventative maintenance (PPM); survey; guidance; risk; liability

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Author's Biography

Adrian Tagg BSc (Hons) MRICS is an Associate Professor at the University of Reading (UoR). He has over 20 years’ experience as a practitioner and is currently the lead for building surveying at the UoR as well as the founder of Tech DD Ltd. Adrian was awarded the title of associate professor in 2019 and lectures in building pathology, commercial surveying practices as well as inclusive environments. His research interests concern technical due diligence, commercial surveying and accessibility in the built environment. He is the appointed lead author of the new RICS global guidance note ‘Planned Preventative Maintenance of Commercial and Residential Property’ (2021 RICS) as well as sole author of the textbook Technical Due Diligence and Building Surveying for Commercial Property (2018 Routledge).

Citation

Tagg, Adrian (2022, March 1). Guiding surveyors and protecting the public : The new RICS guidance note ‘Planned Preventative Maintenance of Commercial and Residential Property’. In the Journal of Building Survey, Appraisal & Valuation, Volume 10, Issue 4. https://doi.org/10.69554/JSVH3797.

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cover image, Journal of Building Survey, Appraisal & Valuation
Journal of Building Survey, Appraisal & Valuation
Volume 10 / Issue 4
© Henry Stewart
Publications LLP

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