The technical side of quantity surveying has been losing ground to management training. Sonia Soltani reports on how companies and colleges are trying to redress the balance

You can’t manage something you can’t understand. Basic common sense, maybe, but this is also a truism that underpins a skills gap in the profession.

“They have a management-related degree, but they can’t manage the technical part of it,” says Janet Green, Gleeds’ corporate human resources manager, of the new generation of surveyors.

Green is not the only one to have noticed that an increasing number of young QSs fresh out of university have no understanding of measurement methods and a limited – verging on non-existent, in fact – technical knowledge. The situation is a bit similar to a lawyer who is adept at standing up in court and giving an opening address or can cross examine a witness, but who lacks the knowledge of the basic tenets of the law.

This lack of basic skills costs consultancy firms time and money, because of the further training incurred. Surveyors used to come in almost equal numbers from a technician route and a graduate background. But in recent years, those coming from the latter route have increased substantially and the industry has had to send the young recruits back to school.

The situation may be about to change again, however, as the RICS intends to expand the number of fully qualified surveyors at a technician level. Andrew Howe, vocational team leader at the RICS, says the Institute will launch a national campaign in September to increase the number of technical members, in an effort to help counter the imbalance between technical and administrative membership.

This initiative emphasises that technicians have been seen as the poor relation so far, Howe adds. With the appropriate marketing approach, the image of the technical role in surveying might improve – which would be a step forward in attracting recruits to that side of the profession.

Consultants and university lecturers agree that changes in clients’ demands of practitioners, and procurement changes – such as the move to design and build contracts, where the contractor takes overall responsibility for the cost of the project – are to blame.

David Clark, managing director at Matrix, says, “Students are taught management instead of core business measurement methods, because a lot of clients want cost managers. But at the same time, clients do want a full QSing service.”

Courses miss out key skills

Companies soon find out that their young employees haven’t gained the more rudimentary techniques, says Keith Tweedy, a senior lecturer in property, surveying and construction at London South Bank University. “In the new procurement method, the measurement has been passed on to the builder. As a result, QSs have no real need for measurement skills,” says Tweedy. But in practice, when a young QS has to assess work on site or a live cost plan, it’s soon realised these skills are actually needed, he added.

Tony Kelley, director of marketing and recruitment at the school of property, construction and planning at Birmingham University, says that some universities have been modernising their course towards cost and project management regardless of the real needs of the industry. Kelley doubts many young surveyors know their SMM7 (Standard Method of Measurement of Building Works), the “Bible of the profession”.

Meanwhile, Gleeds’ Green says: “It’s partly the fault of the industry. We are not bringing school career advisors to the industry to show them what it is really about.” Universities, because of their funding problems, had to make the course more general to draw more people in, she explains. “Technical skills are not taught because universities think that there is not a market for it. Employers do think there is a market for it.”

From this paradox stems a series of practical problems at the beginning of the surveyors’ career. Matrix’s Clark wonders how the new recruits can give an estimate of a building cost if they don’t understand how the building is constructed. “Surveyors need to be able to talk to the client with confidence. Our profession is mainly about giving advice and we need to come from a position of strength,” he says.

Clark adds that it puts a strain on the company. “More than the financial burden, it’s the time senior people have to spend on mentoring which is a problem.” Anthony Banfield, a tutor in valuation at the College of Estate Management in Reading says that the demand for in-house basic skills courses has increased. The young employees, he says, “are less efficient and initially less competent”.

Gleeds’ Green admits that the company needs to invest more money in training and that it creates extra work for employees themselves, but she’s adamant the firm never loses money on projects because of the young employees’ lack of basic skills. With health and safety issues being paramount, everything needs to be checked and authorised, so the weak grasp of technical knowledge is not a risk.

Consultants are keen on supporting their staff, but as Birmingham University’s Kelley points out, not all companies are equally equipped to do so. “Some companies are excellent and have structured in-house programmes which comply with the RICS requirements. They have the sufficient resources to do that,” he says. “However it is more difficult for smaller companies to generate training.”

Most companies actively seek to set up partnerships with universities. Franklin + Andrews regional managing director, Andy Willis, a joint author of Elements of Quantity Surveying, says that his firm is working with London South Bank University in an effort to “fill the skills gap” they've identified among their younger employees. LSBU’s Tweedy estimates that 18 hours of seminars are necessary to gain the required skills. The training budget varies considerably according to the company’s size, from £150 to £500 per person and per year, but consultants interviewed for this article said that they had around 30 employees each year that needed to be taught basic skills.

This recognition that the industry is lacking technicians might ultimately lead to a change in the recruitment process. Gleeds’ Green says that the situation raises a long-term question: “Shall companies take people at 18 straight from school, put them through universities and train them part-time – or hire graduates?” A new option is to look eastward. “In China and South-East Asia, universities are still delivering the skills we used to have,” she says, and Gleeds is bringing some of these students to the UK for work experience. This move is likely to be copied by others if the UK can't produce the ideal surveyor - an excellent manager and a great technician.

Do you know your basics?

1. Please circle which of the following activities are traditionally undertaken by a quantity surveyor:
a) Cost planning during the design stage
b) Preparing tender documents
c) The final decision in choosing a contractor
d) Issuing instructions to contractors during the construction period
c) Preparing the final account

2. Subcontracting - please circle which of the following are true:
a) A main contractor can sublet any work to any subcontractor he chooses
b) A nominated subcontractor has a contract with the client. He may have a separate collateral warranty
c) The main contractor is responsible for a domestic subcontractor completing his work on time
d) Subcontractors are always responsible for the design of their own work

3. Please circle which of the following are lump sum contracts:
a) A fluctuating price contract based on bills of quantities
b) A management contract based on outline drawings and specification
c) A design and build contract
d) A measured term contract

4. Please circle which following are potential benefits of successful partnering for the client:
a) Less involvement
b) Fewer claims
c) Cheaper building
d) Continuous improvement
e) Less confrontation

5. The brick pier shown on the next column would be measured as:
a) Part of the main wall
b) Extra over the main wall in square metres
c) Additional item in lineal metres

6. Indicate which of the following is correct for the measurement of the volume of concrete in the beam shown below:
a) It is measured as concrete in an attached deep beam
b) It is added to the volume of the concrete in the slab
c) It is measured as concrete in an isolated beam

7. How would the formwork to the above beam be measured and described?

8. How would you calculate the length of the hip rafter shown below, where the roof pitch is 30o?

Building skills

Bethan Sims, 28, joined Ridge & Partners as a building surveyor in March. After graduating with a BSc in building surveying from Bristol University West in 2002, she worked in Spain for a year before being hired by Mouchel Parkman.
“I think there are a hell of a lot of basic skills I didn't have when I started and it certainly affected my confidence,” she says, but adds that it never led to any professional gaffes because everything in the surveying procedure is checked. Bethan enjoys the professional development courses provided by her new employer, where staff can gain knowledge on specific subjects. Sims has found seminars on a wide range of issues, such as flooding, particularly useful. “It really raises our awareness,” she says. “It enables surveyors to deal more appropriately with real-life situations.”

Are all graduates feeling that their lack of basic skills might hamper their confidence? Sims doesn't think so, blaming it on the gender differences instead. “This is mainly a male profession and an awful lot of graduates are quite arrogant. If they don’t know something, they don’t tell. For them not having the basic skills is not a confidence issue at all.”

Learning curve

Aaron Baker, who qualified as a chartered surveyor last November, describes his first job at EC Harris as “a bit of a culture shock”. He studied QSing and construction management at Portsmouth University, graduating in 1998. He says that a term of measurement classes hadn’t equipped him for real life. “I was really not prepared to just do the simple things,” he says. At EC Harris he benefited from comprehensive training, but since the company subcontracts a lot of measurement activity, he didn't need more than the basics. In his second job, at MDA, he had to do much more measurement work and welcomed mentoring from older QSs. Now working for cost consultancy Matrix, Baker, 31, says that employers do realise that young recruits do not have the core skills. “It takes such a long time to learn basic skills well that I don't think universities could teach everything,” he says.