FIG Task Force on Mutual Recognition of Qualifications
|
Mutual Recognition of Professional Qualifications
within a Global Marketplace for the Services of Surveyors
by Frances Plimmer
Paper presented at the FIG Commission 3 Annual Meeting and
Seminar
Budapest, Hungary, 21 – 23 October, 1999
Abstract
This paper considers different means of achieving global
free movement of surveyors by investigating experiences of harmonisation, the
mutual recognition of higher education diplomas within the European Union and
bi-lateral reciprocity agreements negotiated individually between surveying
institutions. The reasons for rejecting harmonisation of qualifications and
reciprocity as potential solutions to the problem are outlined and the
practicalities of adopting mutual recognition of professional qualifications
considered. The importance of accepting the outcome rather than the process of
professional education and training is highlighted. It is contended that
effective communication between surveying organisations is essential in order to
understand and respect the differences in our profession, professional practice
and underlying relevant cultural backgrounds if any system is to be successful
in achieving the "global surveyor" for the rapidly-evolving world-wide
marketplace for the services of surveyors.
Frances Plimmer
Reader in Applied Valuation, Centre for Research in the Built Environment
University of Glamorgan, CF37 1DL
United Kingdom
Tel: +44 (0) 1443 482125
Fax: +44 (0) 1443 482169
[email protected]
1. Introduction
There is no doubt that globalisation has affected the surveying
profession for some time. Many of our clients have had international interests
for decades; many of our clients have been expecting professional advice about
property and property-related activities in other countries to be provided by
international firms of surveyors, who are either demonstrably active and
competent in other jurisdictions or who have "associates" who can undertake such
work on their behalf. Currently, there is specific pressure from the Word Trade
Organisation (WTO) to introduce regulations towards the liberalisation of trade
(Enemark, 1999).
There is plenty of evidence of companies which, having
identified an international market, have established a physical presence in
another country, recruited locally-trained and qualified staff, and thereby
achieved a balance of local expertise and parent company culture. Indeed, there
is great value to the company, the employees and the clients, if the two
ingredients (local expertise and parent company culture) can be successfully
combined. More recently, highly publicised international mergers of firms of
surveyors have taken place.
However, the opportunities for individuals to establish
themselves in other countries are not so straightforward. The award of a
professional qualification is not easily earned and it seems as if every country
requires a different kind of professional education and training for their
surveyors (refer, Gronow & Plimmer 1992).
2. Professional Education and Training
Surveying is a very old profession within the world and, while
some of its constituent activities have relatively recently acquired prominence,
the components of the process of becoming a surveyor (irrespective of the
surveying specialism) seems to be relatively standardised in many countries
(Allen, 1995)
Thus, it is relatively usual for surveyors to undergo a period
of professional education and training prior to acquiring their professional
title. In some countries e.g. the United Kingdom and Australia, there are
university courses at undergraduate level which lead to academic qualifications
which, themselves, are accredited by professional organisations or recognised by
state authorities. This period of academic study is complemented by a period of
supervised work experience during which the trainee surveyor gains experience
and is tested in various relevant competencies. Only once satisfactory academic
and practice standards have been satisfied, is the surveyor granted professional
status, which often involves or includes being admitted to membership of
professional organisations.
It is, however, not unusual for various combinations of academic
education and professional practice to be required. In France, for example,
professional recognition of property managers (gérants) is available to
individuals who have either: an appropriate diploma (or degree); a lesser
diploma (or degree) and professional experience; or professional experience
alone (Gronow & Plimmer, 1992 at pages 31-32). Thus, there is a recognition
within the state-awarded practising license that either suitable academic
qualifications or an appropriate period and range of professional experience
alone can equip an individual with equivalent professional and technical skills
and knowledge.
Pre-qualification professional education and training provide a
number of things:
-
they provide technical and professional knowledge and
skills, appropriate to the nature of the professional qualification and
activities of the profession;
-
they provide a basic range and level of both technical and
professional skills from which post-qualification specialisms can be
developed;
-
(subject to the payment of fees and complying with other
relevant criteria) they provide public recognition of standing by the award
of a professional title, designatory letters, often including membership of
a professional organisation, and other support services; and
-
they provide a status within the broader professional
community and society at large.
Of course, professional education and training does not end at
qualification. There is an increasing recognition that professionals have a
continuing need (and even duty) to develop and enhance their professional skills
throughout their professional lives and post-qualification continuing
professional development (CPD) is increasingly recognised as one of the criteria
to be observed by all professionals, including surveyors.
It should be obvious from the above, that the responsibility for
the professional education and training of surveyors is a tripartite
responsibility, shared between the academic educators (who tend to provide the
technical education and professional theory); the practitioner employers (who
ensure that theory is put into practice and that necessary practical skills are
enhanced) and the state or private institution (which provides the public
recognition of qualifications, ensures standards and the professional focus,
often for both pre- and post-qualificational continuing professional
development).
Thus, while surveyors are the products of a variety of
pre-qualificational education and training programmes, we have a large degree of
commonality in the process required for qualification.
3. Globalisation of Services
There is no doubt that the market for the services of surveyors
is world-wide. There is no human activity which does not involve the use of
land, in its broadest sense, and, increasingly, our clients have international
interests. Pressure is also being generated by the WTO which provides the
framework for free trade in professional services (Enemark, 1999) and surveying
as a profession needs to respond.
There is, however, no one single surveying qualification nor is
there one single pattern for qualification. However, surveyors are qualified
(educated, trained and competent to practice) within national boundaries, but,
in general, the nature and range of our respective qualifications are unclear to
the rest of us. Nevertheless, it is evident that failure to respond to the
global challenge to our profession will result in other professionals providing
the services our clients require. This will be to the detriment of our own
profession, the clients themselves (because if we are the experts in landed
property, then no-one else can provide an appropriate level of expertise) and to
the erosion of the quality of landed property and property-related services
provided to the global community.
We need to respond to this challenge and ourselves devise the
means to ensure global free movement, so that the process reflects the
requirements of surveyors.
There is no one correct way for this global organisation to
occur. There could be one single supreme organisation of which all surveyors are
members and which provides a complete and common range of services, including
professional education and training, ethics and practice standards, technical
support, journals, Continuing Professional Development (CPD). Maybe such an
organisation will one day emerge, but that day is, I suggest, not imminent. It
is, of course, right that such an organisation, if it is to exist, should, in
fact, emerge naturally and not be artificially imposed by one or several large
and influential national surveying organisations.
More likely is the development of international links between
national associations of surveyors driven by such issues as the common need to
provide standards of practice which can be implemented globally. Such
international links must be based on mutual co-operation and understanding
between the national surveying organisations and are facilitated by effective
communications between ourselves. FIG itself demonstrates that these
international links are achievable and have, in fact, existed between surveyors
for over a century. FIG is, therefore, proof that we can communicate with each
other and, through communication, achieve a degree of international
understanding.
Indeed, it is apparent that some areas of surveying e.g.
geomatics, have developed a greater degree of international homogeneity than,
say, property managers. The reasons for this are not important. But the outside
world is moving too rapidly to allow the natural globalisation of surveying
skills to continue at its existing pace.
What is important is that surveyors as a profession respond to
the needs of our clients and the global public and provide a global service. It
must mean that, as a profession, we should be able to work anywhere in the
world, and this has implications for absolutely every professional service we
offer and the way we perform our professional activities. However, in order to
work anywhere, we need to be sure that our professional qualifications will be
recognised globally and, to date, that is not happening. Until we have total
freedom to practice world-wide, and that means recognition of our qualifications
by other governments, professional bodies and by international clients,
surveyors are not going to be in a position to respond to the global challenge.
4. Towards a Global Surveyor
One of the major problems in achieving a global surveyor is that
there are many different kinds of surveyors, all of whom have an important role
to play as professionals in the measurement, assembling, planning,
administration, use, transfer, disposal, development and redevelopment, and all
financial aspects of landed property, including the management of the
construction process (based on FIG, 1991 p. 9). The first step to achieving the
global surveyor is, therefore, to recognise that we are in fact attempting to
achieve several different kinds of global surveyors, who are all united in their
responsibility for "land" (defined in its broadest sense), in their level of
professionalism and in their common goal to ensure the effective and efficient
management of a highly finite and valuable resource on behalf of their clients
and the wider public.
The British Royal Institution of Chartered Surveyors, for
example, identifies seven different kinds of surveyors within its divisional
structure, each of which has a separate pre-qualificational professional
education and training programme. This structure is not replicated in other
countries within the European Union (Gronow and Plimmer, 1992) and it is
unlikely that it is replicated in other countries in the world. Why should it
be? All professional organisations developed their qualifications over time (and
continue to do so) to reflect the market (normally on a national basis) which
their members serve.
Thus, each country and in some cases each professional
organisation in each country has developed its own professional groupings of
professional activities and, derived from these, professional qualifications,
which are normally based (among other things) on pre-qualification education and
training, codes of conduct, professional indemnity and continuing professional
development.
We must therefore accept that, in order to achieve the free
movement of surveyors world-wide, we need to produce a number of different kinds
of global surveyors, all of whom retain a common code of conduct, of ethics,
professionalism, and probably a common pre-qualificational educational structure
(e.g. three years tertiary professional education and a minimum period of
supervised work experience), but who pursue different aspects of surveying
activities (e.g. spatial information management, valuation, construction
economics).
How then can we expect to negotiate a single professional
qualification for surveyors? There are various options which have already been
implemented in order to achieve the free movement of surveyors within the world,
but investigation of each of these highlights enormous practical difficulties.
4.1 Reciprocity Agreements
There are agreements reached between surveying organisations in
different countries under which appropriately qualified surveyors from one
country can have their professional qualifications recognised in another
country. For example, in response to pressure from its members, The Royal
Institution of Chartered Surveyors has negotiated reciprocity agreements with
the Appraisal Institute of Canada, The New Zealand Institute of Valuers and the
Australian Institute of Quantity Surveyors, amongst others.
Each agreement was reached after a full and frank exchange of
correspondence which establishing the essential nature of the professional
education and training of surveyors leading up to membership of the representing
organisations and also details of post-qualificational requirements. The terms
of some of the reciprocity agreements require an applicant to undertake a
professional examination in an appropriate (normally law-based) subject, but all
of them require a period of work experience, supervised by a member of the host
surveying organisation followed by a professional interview.
However, this process is relatively slow to implement, highly
selective in terms of freedom of movement and (as implemented by the RICS)
subject to review and/or abandonment.
4.2 Harmonisation of Qualifications
One of the choices to achieving free movement is to ensure that
all surveyors have the same qualifications. This means that they are required to
follow an identical programme of professional education and training, to abide
by largely similar procedures and practices and to lobby governments, clients
and other interested persons to ensure that this qualification is recognised
world-wide as being the appropriate one for surveyors.
For neatness and for uniformity, this solution is ideal. Every
geomatic surveyor, for example, would follow a largely identical academic course
in every university in the world which offers geomatic surveying qualifications.
Every graduate undertakes the same kind of supervised work experience for the
same length of time and supplements the academic learning with work-based skills
– all broadly similar. Entry would be to a single qualification, subject to a
standard requirement for codes of conduct, monitoring of professional conduct,
continuing professional development etc. which would be undertaken in a uniform
manner by each nation’s surveying governing or representative body. This process
is known as harmonisation of qualifications and there is logic behind such a
theory. For a discipline which has a large technical base, harmonisation is
particularly attractive.
However, the practicalities of implementing it are, if the
European Union’s experience is anything to go by, horrendous. Harmonisation
requires that the rules which apply in one country apply in all of the others
and, in advance of the drive to achieve the Single European Union (which was
only really begun in earnest in 1982 (Plimmer, 1991 at p. 46)), harmonisation
had been the device for achieving the free movement of professionals in Europe
(Commission of the European Communities, 1988, paras. 61-63). Harmonisation
involved detailed discussions between all of the (then) twelve member states to
establish a European Standard for each profession, so that the same rules are
acceptable and applicable in each member state. This led, inevitably, to much
negotiation and delay.
For Architects, for example, harmonisation was achieved by the
negotiation of a specific directive dealing solely with their qualifications
(professional education, training and practice) and which means that anyone who
achieves the education and training required of an architect in any of the
Member States must be accepted as being professionally qualified to practice as
an architect in any of the other member states. The Architects’ directive took
17 years to agree, before being adopted in 1985. A directive for Engineers had
been in negotiation since 1969 before being abandoned, in part because of the
implementation of the EU’s general system for the mutual recognition of
professional qualifications (refer 4.3). In fact, sectoral directives within the
European Union exist only for architects, dental practitioners, general
practitioners, midwives, nurses responsible for general care, pharmacists and
veterinary surgeons (DTI, 1988 p. 40). The importance of the sectoral directive
is that anyone qualified, say, as an architect in any member state is able to
perform that professional activity in any other member state without having to
undergo any additional professional education or training and, should an
architect, educated and qualified in a mainland European member state apply to
the Royal Institute of British Architects, the application cannot be rejected on
the grounds of inadequate qualifications.
Thus, the harmonisation of qualifications which is implemented
in the EU by sectoral directives permits free movement of professionals by
requiring that professional education and training (and thereby qualifications)
in one member state be the same as those in all other member states, with no
further investigation. Obviously, if other requirements are imposed on members
of that professional organisation, these too have to be met.
However, even with sectoral directives, there continue to be
problems implementing their terms. Inevitably, pre-qualification professional
education and training (particularly if it is based on academic courses) is
subject to periodic change and harmonisation requires that such changes are
subject to renewed negotiation. It seems, therefore, that even when there are
legal requirements to enforce the free movement of professionals between member
states which have negotiated a common programme of professional education and
training and also have a common and agreed binding legal, economic and social
system, free movement of professionals between different countries is not
assured.
As part of their policy to ensure that the single European
market was irreversible, the European Commission decided that it could not wait
for all professions to negotiate their own harmonisation of professional
qualifications and, I suggest, that if the European Architects’ experience is
anything to go by, neither can surveyors.
4.3 Mutual Recognition of Qualifications
The system which the European Union decided to adopt was mutual
recognition of professional qualifications, based on certain assumptions and
principles. These are firstly that of "recognition . . . of the essential
equivalence of the objectives of national legislation" (Commission of the
European Communities, 1985, para. 63) and therefore of the principle of the
comparability of university studies between member states (op. cit. para. 93).
The second principle on which mutual recognition is based, is mutual trust
between member states.
Thus, unlike harmonisation, mutual recognition does not mean
that all rules are the same in all member states. Mutual recognition means
accepting the standards which are the norm in all the other member states in the
Union and the principle relies heavily on the political willingness of member
states to respect the principle of free movement across technical barriers.
Mutual recognition was implemented by a general directive
(European Council, 1988) which came into effect on 4 January 1991and applies to
all professions for which a sectoral directive does not exist. It applies,
therefore, to surveyors.
Mutual recognition of qualifications, as implemented within the
EU, permits free movement of professionals provided that the applicant:
-
holds a diploma which gives access to the profession, if the
profession is regulated in the "home" member state; or
-
holds a diploma (which does not give access to the
profession) and has practised the profession for two years, if the
profession is unregulated in the "home" member state.
Thus, for the EU, mutual recognition applies only to
practitioners who hold a specified qualification at post-secondary academic
education (refer Plimmer (1990) and Plimmer (1992) for details of the terms of
the Directive). Similarly, the EU Directive also recognises that its provisions
only apply to "corresponding professions" i.e. a profession in another member
state which includes a substantial number of the professional activities
comprised in the profession in the host member state. Thus, it is necessary to
ensure that there is a substantial degree of commonality between the
professional activities of any "profession" if the terms of the Directive are to
achieve mutual recognition.
Provision is made within the Directive to permit additional work
experience, where the length of pre-qualification training received by the
applicant is less than that required by the host member state and, more
importantly, to permit an adaptation mechanism, where the nature and content of
the professional education and training of the applicant is deficient in some
significant respect from that required by the host member state (refer Plimmer
(1990) and Plimmer (1992)).
Thus, it is possible for an Italian building surveyor to
demonstrate to the RICS that appropriate professional skills, which are not
required of a building surveyor in Italy, have been acquired for working in the
UK.
4.4 Suitable Route to World-Wide Qualifications
Each of the three methods for enabling professionals to practice
in other countries which have been described above has inherent problems.
Reciprocity agreements tend to operate for the benefit of
surveyors in no more than two countries which tend to have very similar
surveying professions. They are (by definition) negotiated on an individual
basis, and their influence, as providers of global free movement, is, therefore,
severely restricted. Nevertheless, they demonstrate that free movement can be
achieved to a limited extent when like-minded professional organisations have an
incentive to provide access to each other’s professional qualifications for
their members. The principles of accessibility and the willingness of surveying
organisations to come to such agreements are, therefore, demonstrated.
Harmonisation in theory is ideal, but in practice is a tortuous
and lengthy procedure. Partly because there are so many different kinds of
surveyors, some of whom have expertise which their counterparts in other
countries perceive as belonging to another kind of surveyor or other
professionals or which are not practised at all. The issue of "corresponding
professions" i.e. a profession in another country which includes a substantial
number of the professional activities comprised in the profession in the host
country, is a major problem. Harmonisation has another inherent problem in that
it is based only on the nature of the pre-qualification professional education
and training as at one point in time. Thus, any changes to the pre-qualification
process proposed subsequent to the initial agreement must also be the subject of
negotiation. It is suggested that surveyors cannot afford to spend time
negotiating and then renegotiating the harmonisation of all of the routes to
professional qualifications for all of the various kinds of surveyors to be
achieved.
However, the principle which underpins mutual recognition
(which, in the EU has imposed by legislation, and is directed at all professions
for which a sectoral directive does not exist) is attractive. It does not
reflect any particular requirements or specific needs of any particular group.
The time-scale required for its implementation within the EU was, inevitably,
short and its implementation has been hampered by some very major problems, some
of which are inherent in the whole principle of imposing free movement of
professionals using a legislative device rather than by agreement at
professional level and some of which are less technical in nature.
The analysis of the above three possible solutions highlight
some important issues for any system designed to achieve the global surveyor:
-
there should be a recognised need for the process to occur.
In the case of reciprocity agreements, members of the surveying
organisations lobbied for their implementation; in the case of the EU’s
mutual recognition directive, the drive came from the European Commission;
the need for surveyors to respond to the increasingly global marketplace has
already been demonstrated;
-
dialogue and understanding of professional issues are vital.
In the case of harmonisation, negotiation took a long time, but the range of
issues to be agreed between the (then) twelve EU countries was vast. In the
case of reciprocity agreements, confidence in the practice and procedures of
other professional organisations could only be achieved through efficient
and effective communication;
-
despite the best of intentions, despite the force of law
behind the process, problems can remain, unless all of the parties involved
have mutual trust and a thorough understanding of each other and their
respective practices and procedures.
If the free movement of professionals world-wide is to be
achieved efficiently and effectively, I suggest that, based on the experiences
outlined above, the process to be adopted is the mutual recognition of
professional qualifications. This should be undertaken at the level of
professional institutions and not be introduced with the force of government,
and the whole process should be underpinned by effective and efficient
communication between organisations which recognise, both the areas of
professional activities undertaken by their members and the quality of the
output of each of these organisations’ professional qualifications. Indeed, the
WTO is seeking co-operation and involvement with the international professional
bodies in professional services (such as FIG) for the establishment of mutual
recognition agreements or bi-lateral agreements in order to achieve free trade
in professional services (Enemark, 1999).
There is an attraction in developing and extending the principle
of mutual recognition of professional qualifications. Mutual recognition allows
each country to retain its own kind of professional education and training
because it is based, not on the process of achieving professional
qualifications, but on the nature and quality of the outcome of that process.
Mutual recognition assumes an appropriate process of pre-qualificational
education and training and encourages dialogue between professional
organisations in each country in order to investigate the nature of the
professional activities undertaken, professional qualifications and the details
of pre- and post-qualification education and training. It therefore
concentrates, not on the process of qualification, but on the outcome of that
process.
In other words, it does not matter how individuals become
qualified in their own country, the important fact is that they ARE qualified.
The secondary issue to investigate in order to achieve free movement is: in what
professional areas are they qualified? i.e. what kind of surveyor are they and,
therefore, for what kind of professional activities are they qualified?
It is suggested that this concentration, not on the process of
qualification, but on the outcome of the process of qualification is one which
should be emulated by surveyors in the system which they adopt.
5. Communication between Professional Organisations
FIG is proof that professional organisations which represent
surveyors can work together, can represent the interests of surveyors with
international external organisations and ensure efficient and effective
communication to the mutual benefit of all. However, what is being proposed by
the global market place for the services of surveyors will demand a much greater
rapport between surveyors from different countries and from cultures.
We have already established within FIG, through over a century
of communication, that there is nothing wrong with doing things differently,
provided that certain standards, such as the highest quality of service and
professionalism, are maintained. It is axiomatic, therefore, that different does
not mean inferior or wrong and it is proposed that the basis for any free
movement of surveyors should be achieved on the basis of the outcome of
professional qualifications, rather than on the process of achieving
professional qualification.
However, it is recognised that we are all products (to a greater
or lesser extent) of our national and professional backgrounds and the various
cultural influences which affect how we work and why we undertake our
professional activities in the way we do. In order to achieve any kind of
dialogue, these differences, particularly those in professional practice, and
those which affect inter-personal relationships, need to be investigated,
understood and respected.
5.1 Language
The most obvious difference which divides us all is language,
but access to learning different languages is normally dependent on individual
opportunity and effort, and, initially, on national primary and secondary
education systems which can provide either a very positive or rather negative
lead. Language skills are, however, vitally important to permit international
communication and genuine understanding of the rich variety of professional and
personal life-styles.
5.2 Cultural Differences
However, there is also the matter of culture which permeates our
national or regional society and which comprises a series of unwritten and often
unconscious rules of conduct, professional practice and of perceiving
relationships. Failure to understand and observe the cultural norms of other
people can result in confusion, hurt and, at worse, perceived insult, and there
is evidence that culture divides us, both as individuals (as the products of our
nation’s upbringing) and also as surveyors (as the products of our professional
background).
Trompenaars and Hampden-Turner (1997), in a work which
illustrates that many management processes lose effectiveness when cultural
borders are crossed, describe the nature of specific organisational culture or
functional culture (pp . 23-4) as ". . . the way in which groups have organised
themselves over the years to solve the problems and challenges presented to
them." Based on the historical and original need to ensure survival within the
natural environment, and later within our social communities, culture provides
an implicit and unconscious set of assumptions which control the way we behave
and expect others to behave. Thus, "The essence of culture is not what is
visible on the surface. It is the shared ways groups of people understand and
interpret the world." (op. cit. at p. 3), and as surveyors, although we all
perform similar functions and provide similar services to our clients, we
achieve these by different means.
This paper contends (as do Trompenaars and Hampden-Turner
(1997)) that the fact that we use different means is irrelevant. What is
important is that we perform similar functions and provide the services
professionally (efficiently and effectively) and to the satisfaction of our
clients.
However, to develop the investigation further into the global
surveyor, cultural differences need to be recognised, in order to understand and
accept that surveyors in different countries have different perceptions as to
the nature of professional practice and the routes to professional
qualifications.
For example, it is not unusual in the UK for properties to be
valued by surveyors who are also estate agents. They are able to use their
market experience of sale prices to advise, for example, on property valuations
for balance sheet purposes. If required, they are capable of appearing in court
as expert witnesses on matters of property valuation. In France, such a grouping
of professional activities does not exist. The estate agent’s role is considered
totally incompatible with that of the expert witness. There is nothing
inherently wrong with either of these ways of undertaking professional
activities. The French system developed independently of the British system,
each in order to meet the needs of their societies over time and each has
continued (because these systems of agency and valuation in both Britain and
France work) ever since. Difference is not wrong.
However, this has implications for the free movement of
professionals, because the ability of a French valuer to come to Britain and be
recognised as professionally qualified to undertake the full range of
professional activities of a British valuer without additional professional
education and training is limited by this cultural background.
There are other such discrepancies between the professional
activities undertaken by different kinds of surveyors in different countries,
with some kinds of surveying activities demonstrating a greater or lesser degree
of international commonality. Remember, that there is nothing wrong with
difference, it merely has to be recognised and accommodated within whatever
system is devised for the creation of the free movement of professionals.
5.3 Culture of Surveyors
There is an additional cultural problem we face and there is
evidence to suggest that it affects us all. This is our apparent inability to
articulate explicitly the fundamental basis on which our professional knowledge
rests. Where daily problems are solved in such obvious ways "the solutions
disappear from our awareness, and become part of our system of absolute
assumptions" (Trompenaars, & Hampden-Turner, 1997 at page 23). Attempts to
explain these solutions can provoke confusion or irritation (op. cit.).
Like our national cultural characteristics, such professional
culture "is beneath awareness in the sense that no one bothers to verbalise it,
yet it forms the roots of actions." (op. cit.) It has been described by Scott,
(1988) in his investigation of an expert system for valuation as "the paradox of
expertise. The more expert valuers become, the more difficult it becomes to
articulate what they do." As surveyors, the assumptions which underlie our
professional culture and which invariably encompass our pre-qualification
professional education and training must be fully explored and recognised.
Professional culture must not be allowed to impede the efficient and effective
communication which must underpin any system which achieves international
recognition of surveying qualifications.
6. Conclusion
However, we do have a number of very real advantages to
achieving the free movement of surveyors. Firstly, it is something which, as a
group, we have recognised is important, and FIG has established a Task Force to
consider ". . . a framework for the introduction of standards of global
professional competence . . " looking specifically at mutual recognition and
reciprocity, in order to ". . . develop a concept and a framework for
implementation of threshold standards of global competence in surveying." (FIG,
1999).
Secondly, we have a proven record of being able to negotiate
international standards of professional practice. For example, the creation and
adoption of the so-called Blue Book of European standards of valuation (refer,
for example, Armstrong, 1999) has created a uniform standard for valuation
practice within the region of Europe. The creation of the so-called Blue Book is
the result of decades of international negotiation by valuers and has,
inevitably, been the subject of up-dating and amendment. Nevertheless, this
demonstrates that such agreements can be achieved and that the "paradox of
expertise" (Scott, 1988) can be addressed.
Thirdly, we have a universal definition of "surveyor" (FIG 1991)
which is capable of being up-dated to reflect changes in the evolving nature of
our professional practices and skills. We may group these professional skills in
different ways in different countries, we may use different terms to describe
our skills, we may have greater need for particular kinds of surveying skills in
some countries compared to others, but, broadly, as surveyors, we have a very
clear idea about what services we offer to the public and our employers.
What we do not have is:
-
a uniform system of pre-qualificational education and
training;
-
universal state recognition of our professional
qualifications (e.g. the British surveying qualifications are granted and
controlled by sub-state-level professional organisations, whereas the
professional qualification in France derives from a state practising
licence, the carte professionnelle); nor we do not have
-
the full range of surveying skills recognised and practised
as separate professions throughout the world (e.g. the skills of the
building surveyor (being defined as the planning and implementation of the
repair, maintenance and refurbishment of existing buildings (Plimmer, 1996)
are not recognised as a separate profession in all EU member states).
Nevertheless, if we concentrate, not on the process of
becoming a qualified surveyor, but on the outcomes of that process, then
the above cease to be any real barrier to the free movement of professionals.
Mutual recognition, either as a profession world-wide or on a more selective
reciprocity basis, becomes simply an issue of investigating the competence of
qualified individuals to perform the surveying tasks undertaken in other
countries.
It is contended that no attempt should be made to impose a
uniform system of professional education and training on surveyors. It has been
demonstrated that such harmonisation is a lengthy and detailed process which
continues after initial agreement has been reached, as the profession develops.
Free movement should be achieve by respecting the outcome of the professional
education and training processes throughout the world and by considering the
nature and level of competence of surveyors rather than the process through
which they achieved their skills.
It is axiomatic that different does not mean inferior and we
have all developed our professions along historical and cultural lines which
have worked for us in the past and which continue to work for us today. It must
be recognised that we can achieve the same ends (free movement of professionals)
by respecting and not disrupting or replacing existing professional educational
processes which are based largely on our own historical cultural values and
national requirements.
Understanding of and a respect for the cultural norms and values
of both the individual professional and the countries in which the professional
activities are to be performed will ensure that any barriers to free movement
are minimised and that we are all free to develop our profession in ways which
best reflects the needs of our members and our clients within a global
marketplace.
Inevitably, one of the essentials to achieving the free movement
of professionals is the recognition and acceptance by our clients of our
particular skills, but that is more of a promotional exercise, not of "internal"
restructuring.
Through the forum of FIG, surveyors have demonstrated a will to
provide the professional services for the global marketplace. We now need to
communicate effectively in order to develop the understanding of
post-qualificational professional practice and standards on which mutual
recognition can be based within a global marketplace for our services.
References
Allan, A. L.. 1995. The Education and Practice of the
Geodetic Surveyor in Western Europe. Comité de liaison des Géomètres-Experts
Européens / The European Council of Geodetic Surveyors, Brussels.
Armstrong, Louis, 1999. RICS makes strides towards the adoption
of global valuation standards (Letter) Estates Gazette, 3 April 1999. p.
50.
Commission of the European Communities, 1985,Completing the
Internal Market White Paper from the Commission to the European Council.
Com. (85) 310. Commission of the European Communities.
Commission of the European Communities, 1988. Third report
from the Commission to the Council and the European Parliament on the
implementation of the Commission’s White Paper on completing the Internal
Market. Com. (88) 134 Final.
DTI, 1988 The Single Market – The Facts. 2nd
Edition. Department of Trade and Industry, London, UK.
Enemark, Stig, FIG Task Force on Mutual Recognition of
Qualifications. Report for the 22nd General Assembly, Sun City, South
Africa. 30 May – 4 June, 1999.
FIG, 1991. Definitions of a Surveyor. FIG Publications
No. 2 FIG Bureau (1988-1991). International Federation of Geometers.
FIG, 1999. FIG Task Force on mutual recognition of
qualifications Report for the 22nd General Assembly Sun City 30
May – 4 June, 1999. Appendix to item 31. International Federation of Geometers.
Plimmer, Frances. 1991. Education and Training of Valuers in
Europe, Unpublished MPhil Dissertation. The Polytechnic of Wales, UK.
Plimmer, F. (1990) Education and training of valuers in Europe.
FIG XIX Congress Helsinki, Finland. June 1990. pp. 208.2/1-12. International
Federation of Geometers.
Plimmer, F. (1992) The free movement of professionals within the
European Economic Area. Proceedings of the FIG symposia, Madrid, Spain. October
1992. pp. 31-45. International Federation of Geometers (FIG).
Plimmer, F. (1996) International Federation of Geometers
(Fig) Report. Definition of "Surveyor" For The ISCO-88 and ISIC (Rev. 3) The
University of Glamorgan, UK.
Plimmer, Frances, Gronow, Stuart. 1992. Education and
Training of Valuers in Europe, The Royal Institution of Chartered Surveyors.
RICS Research Papers Series, Paper No. 23, London, UK.
Scott, I. P. (1988) A Knowledge Based Approach to the
Computer-Assisted Mortgage Valuation of Residential Property, Unpublished
PhD Thesis. The Polytechnic of Wales.
Trompenaars, Fons, Hampden-Turner, Charles. (1997) Riding the
waves of culture. (2nd Ed.), Nicholas Brearley Publishing.
London.