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Residential Property Surveyor - Standard Terms and Conditions
These documents set out the standard terms
and conditions of the provision of services where you, a residential
property surveyor, are supplying your services to a client on your
terms. The service being provided is the survey of a residential
property and the production of a report containing details of your
findings. The report may contain a market valuation and/or reinstatement
cost for the property, depending on the type of survey being conducted
and the instructions of your client. We offer the following terms
and conditions documents suitable for use by residential property
surveyors in England and Wales:
- Residential Building Survey T&Cs
- Residential Mortgage Valuation Survey T&Cs
Both documents include an optional application
form so that you can provide your client with details of their application
(including the services you will provide, details of the property,
details of who should receive copies of the report, your fees and
expenses, terms of payment etc.) along with your standard terms
and conditions.
You must bring the terms and conditions to
the attention of the other party in a way which will allow them
to be incorporated into the contract. If the terms and conditions
are set out on the reverse of any application supplied to the client,
you should always ensure you fax both pages of a double sided document
and consider inserting a reference on the front page to your terms
and conditions on the reverse.
We also offer standard terms and conditions
of business for other types of surveyors including Asbestos
Surveyors, Building
Defects Surveyors,
Commercial Property Surveyors,
Domestic
Energy Assessors, Home Inspectors and Marine
Surveyors.
If you are looking for T&Cs for use when conducting
a detailed structural survey to identify building defects only,
please see details of our
Building Defects Survey T&Cs.
Residential Building Survey T&Cs
This type of survey is a structural survey
and is typically conducted at the request of a client prior to purchasing
a property. The report produced by the surveyor advises the client
on the construction, visible condition and state of repair of the
property and usually includes a market valuation and/or reinstatement
cost.
This documents set out the precise arrangements
for the provision of surveying services by a chartered surveyor
conducting a full structural inspection of a residential property,
taking into account the particular requirements of this type of
survey including:
- inclusion (or not) of market valuation of property
- inclusion (or not) or reinstatement cost of property
- use (or not) of photographs
- professional indemnity insurance
- client responsible for obtaining consents/approvals
- compliance with Data Protection requirements.
This Residential Building Survey Terms and
Conditions document is suitable for use in England and Wales and
includes the following clauses:
- surveyor details
- services and delivery
- report
- inspection
- hazardous materials
- ground conditions
- consent, approvals and searches
- price and payment
- client obligations
- surveyor obligations
- cancellation
- termination
- dispute resolution
- warranties and liabilities.
Residential Mortgage Valuation Survey T&Cs
This type of survey is not a building survey
and is typical conducted as a requirement of the mortgage provider.
The report produced by the surveyor contains a market valuation
of the property and advises on the suitability of the property for
lending purposes.
This documents set out the precise arrangements
for the provision of surveying services by a chartered surveyor
conducting a basic mortgage valuation survey of a residential property,
taking into account the particular requirements of this type of
survey including:
- professional indemnity insurance
- client responsible for obtaining consents/approvals
- compliance with Data Protection requirements.
This Residential Mortgage Valuation Survey
Terms and Conditions document is suitable for use in England and
Wales and includes the following clauses:
- surveyor details
- services and delivery
- report
- inspection
- assumptions
- price and payment
- client obligations
- surveyor obligations
- cancellation
- termination
- dispute resolution
- warranties and liabilities.
Comprehensive guidance notes on how to customise
the documents to suit your business are included.
These documents are available individually or as part of a Full
Annual Subscription - giving you access to wide range of documents, packages and forms for a single annual fee.
The price of these documents is £21.62
each (including VAT) or £26.55 (including VAT) for the Residential
Property Surveyor T&Cs Pack containing both documents.

How to order
Choose the appropriate version and format
for your Standard T&Cs
document:
Residential Property Surveyor T&Cs Pack
Word
Template (.dot) or
Word Document (.doc)
Residential Building Survey T&Cs Word
Template (.dot) or
Word Document (.doc) Sample:
here
Residential Mortgage Valuation T&Cs Word
Template (.dot) or
Word Document (.doc) Sample:
here

About being a residential property surveyor
Residential property surveyors advise on the
purchase, sale and development of houses and apartments. Surveys
can be instructed by either home buyers or sellers to obtain a valuation
and a report on the condition of a residential property. Mortgage lenders usually require a mortgage
valuation survey before providing finance for a property.
Surveyors typically work normal office hours,
in offices and on-site. They may be required to climb ladders and
scaffolding and work outside in adverse weather conditions. Chartered
surveyors are members of the Royal Institute of Chartered Surveyors
(RICS).
There are several business structures appropriate
to a residential property surveyor, each with its own advantages
and disadvantages. The way you choose to run your business will
affect many aspects; the tax and national insurance due, the records
and accounts that are required, financial liabilities, opportunities
to raise finance and the way management decisions are made. See
our section on Business
structures for more information.
Related Clickdocs documents
More information
- Business planning - an overview of planning for small businesses
- Business structures - an introduction to the various structures typically used by small businesses
- Business taxes - general guidance on Corporation Tax, Income Tax, PAYE and National Insurance
- Data protection - an overview
of data protection obligations affecting businesses
- Employing staff -
information on the broad principles of employing staff
- Health and Safety
- general health and safety obligations affecting businesses
- Insurance - information on the types
of insurance relevant to small business
- Intellectual property
- general information about trademarks, patents and copyright
- VAT - general information on Value Added Tax
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