Document downloads - Finance and tax

Available downloads

  • The future of Private Finance Initiative and Public Private Partnership (RICS)

    Published June 2011

    This report presents a timely and credible evidence base to enable RICS to inform and guide members and other key stakeholder groupings on the challenges and opportunities afforded by PPPs.

    More than 40 countries have implemented the PPP model across a diverse range of infrastructural provision and service delivery arrangements.

    The key findings from the report are presented under a series of thematic headings and reflect the views and experiences of a diverse range of stakeholder groupings across 5 key PPP markets: Australia, Canada, India, the UK and the US.

  • Capital allowances and land remediation relief (ARCHIVED)

    This document has been archived and is available on isurv for information purposes only.

    This first edition guidance note introduces surveyors and other professionals to the subjects of capital allowances and land remediation relief in a UK context.

    This is part of the RICS QS and Construction Standards.

    Please be aware that this guidance note contains some material which is in the process of being updated for revisions to the CDM Regulations, RIBA Plan of Work, and updates to the JCT, NEC and FIDIC suites. Members are made aware of these impending revisions in order that they first check the most up to date position before electing to act in accordance with this guidance document.

  • The global infrastructure challenge: the role of PPP in a new financial and economic paradigm (RICS)

    Published October 2013

    The infrastructure investment challenge has commanded increasing levels of attention among national governments in recent years. The Public Private Partnership (PPP) model in response to the infrastructure investment challenge has been adopted in more than 40 countries around the world amid budgetary constraints and in the absence of a ‘viable alternative’.

    This research provides an updated position on the global PPP market and the role PPP could occupy in redressing the global infrastructure investment gap.

    RICS research content is available to everyone, free of charge on the RICS website. Non-members will need to register. RICS members and registered non-members will need to login to see the particular research items. See also the full list of RICS research held on rics.org

  • Lender's independent monitoring surveyor

    Published March 2015

    This guidance note has been developed to support the work of chartered surveyors who assess risks and provide technical advice to those who provide third-party finance on real estate developments: a lender’s independent monitoring surveyor.

    This guidance note covers:
    - project structure
    - conflicts of interest
    - technical due diligence
    - financial close/contract completion
    - practical completion and
    - risk analysis.

    This is part of RICS' Black Book, which is a collection of technical practice documents that covers all processes throughout the construction project life cycle. The documents are essential development tools for junior professionals working through their APC and useful guides to best practice for more experienced professionals.

    A project is currently underway to review and update the Black Book content with the aim of producing a comprehensive new edition. Expected to publish in 2025, the new Black Book will comprise an overarching global professional standard, accompanied by practical guidance material.

  • Commercial management of construction

    Published March 2016
    Effective from 21 June 2016
    Reissued August 2024

    The role of a commercial manager, and the commercial management functions performed, play a critical part in the commercial and financial success of a construction project or of any other business.

    This practice information outlines the role of commercial management in construction, providing a framework of guidance covering the most common tasks that a commercial manager will perform on a construction project.

    This document was reissued in August 2024 as practice information. It had previously been published in March 2016 as a guidance note. No material changes have been made to the document.

    This is part of RICS' Black Book, which is a collection of technical practice documents that covers all processes throughout the construction project life cycle. The documents are essential development tools for junior professionals working through their APC and useful guides to best practice for more experienced professionals.

    A project is currently underway to review and update the Black Book content with the aim of producing a comprehensive new edition. Expected to publish in 2025, the new Black Book will comprise an overarching global professional standard, accompanied by practical guidance material.

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