Royal Institution of Chartered Surveyors



The Assessment of Professional Competence (APC)

Employer’s Structured Training Agreement (STA)

This STA is Approved for:

|* Name of employer: |HSBC Holdings plc |

|* Address: |Global Corporate Real Estate, Level 38, 8 Canada Square, London, E14 5HQ |

| | |

| | |

| | |

| | |

|* Employers representative: |Nicholas Giraudeau (0093971) |

|(Incl membership number) | |

|Multiple offices: |HSBC HQ 8 Canada Square, Canary Wharf, London, E14 5HQ |

| | |

|(All offices listed here agree to adhere with | |

|the STA details and policies contained within | |

|this document). | |

|* Pathway: |Management Consultancy |

|STA Approved by: |David Murray |

| |RICS Training Advisor Inner London |

| |t: 01276 24345 e: murrayassociates@ |

|Approval date: |September 2011 |

|Geographical approval: |Inner London |

* Required

Please remove red text once these templates have been edited.

See the STA/STP Guidance note for further help on completing these templates.

Contents

The employer’s agreement to RICS [?]

The employer’s commitment to their candidate(s) [?]

The employer’s organisation [?]

The employer’s policies [?]

Appendix A – The Candidate’s Structured Training Programme

1. The employer’s agreement to RICS

HSBC Holdings plc agrees to:

a. Comply with the procedures and requirements of the APC process as defined in the current RICS APC guides, pathway guides and associated RICS advice as published by RICS on their web site at: .

b. Devise a Structured Training Programme (STP) for each candidate which reflects the employers expectations and intentions. The programme will relate to the candidate’s eligibility in terms of timescale and will identify specific dates for progress reviews and achievement of RICS key milestones (including the 3 monthly meetings).

c. Appoint a suitable supervisor and counsellor, or in exceptional cases, one person to act in both capacities, who will manage each candidate’s programme of training and assess the candidate’s progress, competency and readiness for final assessment.

d. Implement the employer’s policies noted in section 4 below, in terms of candidate support, payment of fees, leave of absence, professional development and action in respect of referred candidates.

2. The employer’s commitment to their candidate(s)

HSBC Holdings plc agrees to:

a. Ensure the candidate will work diligently towards membership of RICS, following the procedures stated in the current RICS APC guides, pathway guides and associated RICS advice as published by RICS on their web site at: .

b. Expect the candidate to attain membership of RICS as soon as is practicable.

c. Be committed to implementing and continuing to improve a company structured training programme following the RICS APC process and procedures. The importance of continual assessment and professional development is recognised as paramount for maintaining a workforce with up to date knowledge and experience, capable of satisfying the demands of the work to be undertaken. This is also an obligation under the RICS Rules of Conduct.

d. Be committed to providing a structured approach to the RICS APC training process and the development of the candidate in accordance with the current RICS APC guides, pathway guides and associated RICS advice as published by RICS on their web site at: .

e. Endeavour to provide the candidate with the appropriate extent and breadth of training and experience to achieve the required competency levels as declared by the candidate.

f. Where the ability to provide the necessary experience is constrained by commercial pressures the employer will work with the candidate(s) to find alternative means of achieving the required level of competence.

g. Assess the candidate at regular intervals and will only present the candidate for final assessment when the employer is satisfied that the correct and full level of competency has been achieved.

3. The employer’s organisation

a. The employer is a practice of banking.

b. The candidate’s area of work will be in the Corporate Real Estate (CRE) department which is a team of around 1000 people globally and deals with all matters related to HSBC’s real estate portfolio.

c. We employ around 303,000 staff in 12,000 offices located globally.

The bank's Corporate Real Estate division employs around 1000 people globally, with regional teams in Europe, Asia Pacific, North America, Latin America and the Middle East as well as having a ‘Group’ or Global team, based in London which is made up of Global Heads of department, including, Portfolio Optimisation, Sustainability, Facilities Management, Retail Solutions, Critical Facilities, and Health, Safety and Fire. The candidate will work in the Group Function in support of the Heads.

d. Candidates undertaking the Assessment of Professional Competence (APC) will be managed by staff who meet the requirements of supervisor and counsellor as defined in the current APC guides. We have listed their names and membership numbers below:

|Full name & contact details |Membership number |RICS Status |Counsellor / supervisor or |

| |(if not a member enter |(AssocRICS/MRICS/FRICS) |both |

| |N/A) | | |

|Mr Nick Giraudeau |0093971 |MRICS |Counsellor |

|nicholas.giraudeau@ | | | |

|+ 44 (0) 20 79912226 | | | |

|Preeti Suri Mehta | | | |

|preeti.surimehta@ | | |Supervisor |

|+ 44 (0) 20 79926873 | | | |

4. The employer’s policies

a. Payment of RICS fees

The employer will pay the following RICS APC fees in full on behalf of the candidate:

• APC registration fee

• APC final assessment fee (1st attempt)

• Registration of the candidate’s degree or diploma with the RICS

• RICS annual subscription fees

NOTE: Any fees paid by the employer are provided on the basis that the candidate will work in a diligent manner towards qualifying. If it is deemed that this is not the case, the employer reserves the right to seek reimbursement of all APC fees paid on behalf of the candidate, from the candidate.

b. Leave allowed for the APC

n/a

c. Professional development

Both the supervisor (also line manager), Preeti Suri Mehta, and Nicholas Giraudeau, Counsellor (and Global Head of Portfolio Optimisation) are in the office and sat in the same location as the candidate each day and are available for informal chats/meetings when need be as well as the scheduled meetings which take place quarterly.

d. Policy for referred candidates

n/a

Note to employers:-

RICS (or an RTA) may ask to see this document as evidence of your continued compliance with the APC process and procedures. You are advised to contact your local RTA for advice about the creation of this Structured Training Agreement / Programme and confirmation of RICS’s continued approval of your structured training procedures.

Appendix A

The Assessment of Professional Competence (APC)

Candidate’s Structured Training Programme (STP)

This STP is Approved for:

|* Name of employer: |HSBC Holdings plc |

|* Name of candidate: |Luke Langford |

|* Candidate title/status: |Trainee surveyor |

|* Address: |Level 38, 8 Canada Square, London E14 5HQ |

|* Contact details: |+44 (0)20 7991 9532 |

| |Mobile: +44 (0)7584403914 |

| |luke.langford@ |

| | |

|* Membership number: |56229640 |

|* APC Route: |Graduate Route 1 |

|* APC Pathway: |Management Consultancy |

|* Candidate APC start date: |20/06/2011 |

|* Supervisor: |Preeti Suri Mehta (non-member) |

|(Incl membership number) | |

|* Contact details: |Phone. 020 799 26873 |

| |Mobile 07920 410556 |

| |Email. preeti.surimehta@ |

|* Counsellor: |Nicholas Giraudeau |

|(Incl membership number) |Membership number: 0093971 |

| | |

| |+ 44 (0) 207 991 2226 |

|* Contact details: |Mobile + 44 (0)7767 006 610 |

| |Email nicholas.giraudeau@ |

|* Validation: |This Structured Training Programme is produced in accordance with the HSBC Holdings plc |

| |approved Structured Training Agreement which was approved by Nicholas Giraudeau. |

* Required

Contents

General [?]

The candidate’s eligibility [?]

The candidate’s commitment to the employer [?]

The candidate’s declared competencies & achievement planner [?]

The candidate’s structured training programme [?]

Appendix 1 – List of relevant RICS documents

1. General

The candidate will be supported by the employer through their APC Structured Training Programme (STP) in accordance with their employer’s approved Structured Training Agreement (STA).

2. The candidate’s eligibility

Subject to confirmation by RICS, we deem you to be eligible for the following route to membership, and your programme of training is based on this.

|Graduate Route 1 | |

|Requirement: |The Structured Training Programme reflects our assessment of your current competency |

|(See routes to membership table |and targets a suitable final assessment date. A minimum of 400 days in a minimum of |

|available on: ) |23 months Structured Training will be required. |

|Registration date: |October 2011 |

|(Dates are published on ) | |

|Final assessment | |

|application period | |

|(Dates are published on ) | |

|Final assessment | |

|submission period | |

|(Dates are published on ) | |

|Final Assessment month | |

|(Dates are published on ) | |

3. The candidate’s commitment to the employer

Luke Langford agrees to:

a. Review the employers Structured Training Agreement (STA) and familiarise themselves with its content.

b. Be committed to work diligently towards membership of the RICS and to attain such qualification as soon as is practicable.

c. Comply with the requirements of the relevant APC guides and procedures and the employer’s policies as set out in the STA.

d. Achieve the objectives of the RICS APC as set out in the RICS APC candidate’s guide, and agree to follow conscientiously the Structured Training Programme devised by the employer and contained herein.

| | |

|Employer signature: |[Signed by the counsellor who is a chartered surveyor] |

| | |

|Candidate signature: | |

| | |

|Date: |[date] |

4. The candidate’s declared competencies & achievement planner

The achievement of Level 1 knowledge and understanding requires candidates to develop their academic studies through professional development. Level 2 and 3 competencies are achieved by gaining hands-on experience and carrying out assigned duties.

The exercise reviews a candidate’s competency and how the employer can assist in the development of the candidate to their full declared competency levels. It may also highlight deficiencies for both parties but will help focus in on relevant and achievable competencies.

Please refer to the APC requirements and competencies guide and pathway guide for commentary on each level of competence. If competence is expected to be achieved by a candidate being assigned to a particular location, department or project then this should be stated.

4.1 The MANDATORY competencies

|Mandatory Competencies |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M001 Accounting principles and procedures |

|M001 |1 |Demonstrate knowledge and understanding of accounting |Extensive work with the Medium Term Outlook (MTO) spreadsheet |

| | |concepts and the format and preparation of management |which summarises the finances of the bank globally and by |

| | |and company accounts, including profit and loss |region and includes the profit and loss figures for Corporate |

| | |statements, cash flow statements and balance sheets. |Real Estate. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M002 Business planning |

|M002 |1 |Demonstrate knowledge and understanding of how |Corporate Real Estate objectives have to be met across the |

| | |business planning activities contribute to the |categories of ‘Finance, Customer, People and Process’. Time |

| | |achievement of corporate objectives. |spent on all work streams will demonstrate different |

| | | |objectives, sometimes publically committed, with different |

| | | |targets, from saving money to saving energy etc. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M003 Client care |

|M003 |1 |Demonstrate knowledge and understanding of the |Meeting primarily with internal clients (colleagues) of the |

| | |principles and practice of client care including: |bank, in CRE as well as other departments in the bank. |

| | |• the concept of identifying all |Meeting face to face, by telephone and by video conference, |

| | |clients/colleagues/third parties who are your clients |establishing professional relationships throughout projects |

| | |and the behaviours that are appropriate to establish |with members of CRE in many different roles and functions of |

| | |good client relationships |real estate. Exchanging data with colleagues and contractors |

| | |• the systems and procedures that are appropriate for |in order to produce analysis of the portfolio. |

| | |managing the process of client care, including | |

| | |complaints | |

| | |• the requirement to collect data, analyse and define | |

| | |the needs of clients. | |

|M003 |2 |Demonstrate knowledge and understanding of the |Working with the European CRE team, dealing with the |

| | |legislation and/or framework for acquiring sites or |acquisition of sites globally for the Bank. Dealing with |

| | |access for the provision of power, water, pipelines, |contractors in order to establish the required services on the|

| | |other third party or communications infrastructure. |site. |

| | |This should include the methodology and techniques | |

| | |used in valuation for these purposes. | |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M004 Communication and negotiation |

|M004 |1 |Demonstrate knowledge and understanding of effective |Written presentation skills will be used day to day in the |

| | |oral, written, graphic and presentation skills |composition of emails to colleagues/external parties, oral |

| | |including the methods and techniques that are |skills through telephone conversations and meetings with |

| | |appropriate to specific situations. |graphic and presentation skills being utilized a number of |

| | | |times with the creation of presentations for the Global CRE |

| | | |Off-Site meeting as well as a presentation on ‘blue-sky’ |

| | | |thinking to the team of work stream heads. |

|M004 |2 |Provide evidence of practical application of oral, |The creation of summary fact sheets for the Global Head of CRE|

| | |written, graphic and presentation skills that are |in order to be distributed to other work stream and regional |

| | |appropriate in a variety of situations, specifically |heads. Using oral skills to assist in negotiations during |

| | |including where negotiation is involved. |meetings with the acquisition and fit out of property for |

| | | |different departments within HSBC. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M005 Conduct rules, ethics and professional practice |

|M005 |1 |Demonstrate knowledge and understanding of the role |Adhering to the RICS code of conduct regulations as well as |

| | |and significance of RICS and its functions. Also an |the legal system relevant to the location that they are |

| | |appreciation of your personal professional role and |working in. Taking personal responsibility to adhere to the |

| | |society’s expectations of professional practice and |correct etiquette dependent on the situation the business puts|

| | |RICS code of conduct and conduct regulations, |them in. |

| | |including the general principles of law and the legal | |

| | |system, as applicable in your country of practice. | |

|M005 |2 |Provide evidence of practical application in your area|Working with colleagues from all over the world as well as |

| | |of practice, |meeting external parties demonstrating adherence to the |

| | |being able to justify actions at all times |organisation’s as well as the RICS’ standards. |

| | |and demonstrate personal commitment to the rules of | |

| | |conduct, ethics and RICS 12 professional and ethical | |

| | |standards. | |

|M005 |3 |Provide evidence of application of the above in your |Meeting with colleagues as well as contractors/clients they |

| | |area of practice in the context of advising clients. |will be required to put these skills into practice. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M006 Conflict avoidance, management and dispute resolution procedures |

|M006 |1 |Demonstrate knowledge and understanding of the |Using reasoned arguments when negotiating a case that requires|

| | |techniques for conflict avoidance, conflict management|a single agreed outcome and is being created through |

| | |and dispute resolution procedures including for |contradicting opinions. Any resolution procedures that may be|

| | |example adjudication and arbitration, |required when working on acquisition or disposal of property. |

| | |appropriate to your APC/ATC pathway. | |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M007 Data management |

|M007 |1 |Demonstrate knowledge and understanding of the sources|Training and extensive use on the MAPPS reporting tool as well|

| | |of information and data, and of the systems applicable|as other technology based data storage/providing tools, |

| | |to your area of practice, including the methodologies |including detailed knowledge of spreadsheets on portfolio data|

| | |and techniques most appropriate to collect, collate |for the CRE function. Creating new data spreadsheets. |

| | |and store data. | |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M008 Health and safety |

|M008 |1 |Demonstrate knowledge and understanding of the |Regular meetings with the Global Head of Health, Safety and |

| | |principles and responsibilities imposed by law, codes |Fire to gain knowledge of basic HSF requirements in office |

| | |of practice and other regulations appropriate to your |buildings. |

| | |area of practice. | |

|M008 |2 |Provide evidence of practical application of health |Attend available talks on the HSF procedures for the company |

| | |and safety issues and the requirements for compliance,|as well as the HQ office building that we are based in. |

| | |in your area of practice. | |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M009 Sustainability |

|M009 |1 |Demonstrate knowledge and understanding of why and how|Working in support of Global Head of Sustainability on a |

| | |sustainability seeks to balance economic, |variety of projects, primarily ensuring the continual |

| | |environmental and social objectives at global, |refreshing of a number of initiatives which are publically |

| | |national and local levels, in the context of land, |committed by each region and aim to spend on the |

| | |property and the built environment. |implementation of sustainable projects which in turn reduce |

| | | |the usage/disposal of CO2, water, waste and energy. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M010 Team working |

|M010 |1 |Demonstrate knowledge and understanding of the |Working from the small sized ‘Group’ CRE team of work stream |

| | |principles, behaviour and dynamics of working in a |heads and the larger European CRE team as well as with the |

| | |team. |wider team who are situated in 85 countries around the world, |

| | | |using technology such as teleconferences and video |

| | | |conferencing to conduct meetings, often which are occurring |

| | | |over a number of different time zones as well as continents |

| | | |and cultures. |

4.2 The TECHNICAL CORE competencies

|Technical Core Competencies |

|Ref |Level |Competency Definition |How this competency will be achieved |

|M002 Business Planning |

|M002 |1 |Demonstrate knowledge and understanding of how |Using data to populate a medium term outlook spreadsheet for |

| | |business planning activities contribute to the |the financials of the portfolio as well as forecasts up until |

| | |achievement of corporate objectives. |five years in advance through the use of a rolling operating |

| | | |plan and other forecasting software. |

|M002 |2 |Provide evidence of application of the principles and |Using forecasting techniques to help set targets for the |

| | |demonstrate your ability to use the tools of business |portfolio size and cost for a 5 year period. Using excel |

| | |planning appropriate to your area of practice. |skills to create and populate tables to measure data accuracy |

| | | |and availability. |

|M002 |3 |Provide evidence of reasoned advice given to clients |Using data to create presentations and other forms of |

| | |and others of the principles and tools of business |reporting for the use of senior members of the Corporate Real |

| | |planning and be able to evaluate your performance |Estate team. |

| | |outcomes. | |

|Ref |Level |Competency Definition |How this competency will be achieved |

|T014 Consultancy Services |

|T014 |1 |Demonstrate knowledge and understanding of the |Using an extensive amount of current and archived data as well|

| | |procurement and execution of advisory and strategic |as interacting with colleagues across the globe to gain as |

| | |consultancy services in the context of the real estate|well as give data or recommendations on Corporate Real Estate |

| | |and construction sectors. |relative to current projects. |

|T014 |2 |Apply your knowledge of the provision of consultancy |Working with a vast range of colleagues from every country and|

| | |services in the context of the real estate and |culture across the globe to achieve the required result. |

| | |construction sectors. | |

|T014 |3 |Give reasoned advice, prepare and present consultancy |Using knowledge gained from working extensively in the |

| | |reports, together with relevant analysis to clients, |company’s portfolio data, give advice or share information |

| | |in the context of the real estate and construction |through the creation of documents and interaction with |

| | |sectors. |colleagues as well as gaining the required services from any |

| | | |contractors. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|T079 Strategic real estate consultancy |

|T079 |1 |Demonstrate knowledge and understanding of the |One of the primary functions of Global CRE is to save or |

| | |business context of real estate, and an appreciation |release potential capital through the management of its |

| | |of the role of the real estate professional as a |property portfolio. |

| | |strategic advisor. | |

|T079 |2 |Apply your knowledge and understanding of the business|Analysing and preparing data to demonstrate potential savings |

| | |context of real estate in a corporate or other |that could be made through management of the portfolio. |

| | |context. | |

|T079 |3 |Provide evidence of reasoned oral and written advice |Strategic advice to colleagues and senior management through |

| | |on the principles and application of real estate |the presentation of analysed data as well as meetings and |

| | |knowledge. |other sources of gaining the relevant knowledge and |

| | | |information. |

4.3 The TECHNICAL OPTIONAL competencies

|Technical Optional Competencies |

|Ref |Level |Competency Definition |How this competency will be achieved |

|T060 Option Appraisal |

|T060 |1 |Demonstrate knowledge and understanding of option |Interface with business unit head, around a specific change |

| | |appraisal methods. |initiative to understand business drivers and context. |

| | | |Establish/work with team with defined roles and |

| | | |responsibilities around, risk, opportunity identification and |

| | | |comparison. |

|T060 |2 |Apply relevant methods for carrying out option |Establish standard qualitative and quantitative scoring |

| | |appraisal, including the selection, assembly and |metrics that reflect business needs and not management |

| | |analysis of data. |profile. Utilising external consultants for benchmarking and |

| | | |providing professional advice. |

|T060 |3 |Provide evidence of reasoned oral and written advice |Attendance of meetings with project team, providing Group |

| | |on option appraisal to support business planning and |input to overall process. |

| | |decision making. |Review and development of internal Group Standard Business |

| | | |Case document for Corporate procedures and governance. |

| | | |Reasoned discussion with line manager and Head of Portfolio |

| | | |Optimisation. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|T019 Corporate Real Estate Management |

|T019 |1 |Demonstrate knowledge and understanding of the role of|Working with Workstream heads to interface directly with |

| | |real estate in the context of the corporate occupier. |Business Leaders, including PFS (Personal Financial Services),|

| | | |GMB (Group Management Board) and GR (Global Resourcing) to |

| | | |understand relevant drivers. i.e. cost reduction, staff |

| | | |retention, the brand. |

| | | |Understand Group objectives within HTS (HSBC Technology and |

| | | |Services) to enable real estate strategy creation in line with|

| | | |these Business Leaders which may have an impact on workplace |

| | | |strategy and metrics as well as brand refurbishment. |

|T019 |2 |Apply your knowledge to the management of corporate |Support on creating Global Workplace strategy with core |

| | |real estate under appropriate supervision. |metrics, utilisation rates, and employee engagement |

| | | |statistics. |

| | | |Support change/transactional activities through understanding |

| | | |business issues and local real estate constraints to global |

| | | |policies. |

| | | |Assist in providing pro-active support to meet business |

| | | |objectives whilst maintaining shareholders governance. |

|T019 |3 |Provide evidence of reasoned advice on corporate real |Support in creating business cases for Group Head of CRE |

| | |estate strategy to the corporate occupier in order to |approval. Business cases to consist of: Drivers for change, |

| | |meet business needs. |Options analysis, Alternatives, P+L impact, Return on |

| | | |investment measures, Recommendations. |

|Ref |Level |Competency Definition |How this competency will be achieved |

|SP003 Managing Resources |

|SP003 |1 |Demonstrate knowledge and understanding of the |Using the Medium Term Outlook and Rolling Operating Plan to |

| | |resources required and their cost for the effective |forecast changes in the cost of the portfolio. |

| | |operation of a business. | |

|SP003 |2 |Provide evidence of the application in your area of |Working amongst different global heads to establish the needs |

| | |practice, giving reasoned advice on the most effective|of each work stream. Setting personal objectives in the |

| | |use, allocation and cost of resources. |standard HSBC format to comply with HSBC Technology Services |

| | | |categories: ‘People’, ‘Process’, ‘Finance’ and ‘Customer’ with|

| | | |targets and stretch targets. |

5. The Candidate’s Structured Training Programme

5.1 Candidate details:

|Name: |Luke Langford | |Registration date: |October 2011 |

|Number: | | |Final assessment application period | |

|Route: |Graduate Route 1 | |Final assessment submission period | |

|Pathway: |Management Consultancy | |Final Assessment month | |

5.2 MANDATORY competency development programme and meeting plan:

|Ref |

|M001 |

|T002 |

T060 |Option Appraisal | |[date] | | | | | | | | |T019 |Corporate Real Estate Management | | | | | | | | | | |SP003 |Managing Resources | | | | | | | | | | |T00? | | | | | | | | | | | |T00? | | | | | | | | | | | |T00? | | | | | | | | | | | |

[All data entered within this table is provided as an example. Candidates, supervisors and counsellors will need to amend this table according to the unique situation of each candidate. This can also be used as an effective planning tool so may be revised at the 3 monthly meetings]

Appendix 1 – List of relevant RICS documents

Adobe PDF

• APC Candidate guide

• APC Employer, supervisor and counsellor guide

• APC Requirements and competencies guide

• APC Pathway guides (There are 21 different pathways)

• RICS Rules of Conduct

• RICS Rules of conduct guidance note

• RICS Surveying safely

Microsoft Word

• APC candidate diary template

• APC Supervisor and counsellor report template

Microsoft Excel

• APC Final Assessment templates (Ensure candidates downloads the correct pathway)

Online

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• pathway

• apc

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• isurv.co.uk

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