The Rating Diploma Holders' Conference 2024
Rating Rumours and Revelations
The 30th Annual Conference will examine the current issues, facing the modern rating practitioner. The 2024 Conference of the Rating Diploma Holders' Section of the Royal Institution of Chartered Surveyors, is open to both members and non-members alike.
Book your choice of attendance: in person at the Loughborough University, or a virtual place
| Start Date | Venue | Price | |
|---|---|---|---|
| 12 September 2024 | Loughborough University, Loughborough | £215 | BOOK |
| 12 September 2024 | Virtual Conference Attendance | £215 | BOOK |
Note: All prices are to be paid in GBP and are subject to VAT at the prevailing rate
This event is being managed by CPT Events for the Rating Diploma Holders Section.
Booking Note for Dip Rating Holders: Discount codes need to be added during the booking process, followed by selecting your method of payment to complete your booking.
The Diploma Conference is well known for its in-depth analysis of current practical rating problems. This years conference will focus on topics of especial interest to rating practitioners at the present time including an overview of the Rating Valuation Landscape, Retail Valuation, the New Scottish Proposal System compared to CCA, Receipts and Expenditure Approach, Locality and Valuation, Rights which allow/restrict occupiers, Mode/Category of Occupation, Improvement Relief and Wayne Cox's review of recent rating cases. All sessions will be introduced and led by the Current Chair of the RICS Rating Diploma Holders' Section, Chris Royle.
Speakers
- Chris Royle MRICS Dip.Rating, National Valuation Unit, Valuation Office Agency; Chair of the Rating Diploma Holders' Section of the RICS
- Chris Sykes MRICS, Director of the Regional Valuation Unit, Valuation Office Agency
- Josh Myerson FRICS Dip.Rating IRRV (Hons), Partner and Head of Rating, Montagu Evans LLP; Previous Past President of The Rating Surveyors' Association
- Tony Masella MRICS FIRRV, Chief Executive and Chief Operating Officer, Valuation Tribunal Service (VTS)
- Patrick Bond BSc (EM) FRICS Dip.Rating IRRV (Hons), Visiting Lecturer, City University Business School
- James Thompson MA MRICS Dip Rating FIRRV, Director, WYM Rating
- Dario Costantin MRICS Dip.Rating, Valuation Office Agency
- Stuart Hicks BSc (Hons) FRICS Dip Rating IRRV (Hons), Head of Rating, Dunlop Heywood; Immediate Past Chair of the Rating Diploma Holders' Section of the RICS
- Bjorn Bowles MSc MRICS Dip.Rating, Partner - Business Rates, Knight Frank LLP
- Karl List BSc (Hons) MRICS Dip.Rating, Complex Appeals and Case Manager, Valuation Office Agency
- David Alford BSc MRICS Dip.Rating, Lead Specialist for Utilities, Transport & Telecoms, National Valuation Unit - Chief Valuer Group, Valuation Office Agency
- Wayne Cox FRICS Dip.Rating, Head of Leisure and Licensed Property, Valuation Office Agency
Programme
Welcome & Introduction From The Rating Diploma Holders' Section Chair - Chris Royle
Overview of the Rating Valuation Landscape - Chris Sykes, Josh Myerson & Tony Masella
- How 2023 is going and looking forward to 2026
- With thousands of last minute 2017 Checks (and proposals/challenges in the system, and prep for R2026 hotting up) is 2023 going to be the ‘Missing Reval’?
- Appeals and the VTE/VTW - Virtual hearings? Will late 2017 Challenge clearance increase appeal numbers significantly?
- Engagement between VOA and Assessors etc for more prior agreement?
Bite Sized Chunks:
Retail Valuation - Has Zoning had its Day? - Patrick Bond
New Scottish Proposal System compared to CCA - James Thompson
- Overview
- Key differences
- Early issues
Receipts and Expenditure Approach – Should Director’s Remuneration be Above or Below the Line and Does it Matter? - Dario Costantin
Locality and Valuation – Where Does it Begin and End? - Stuart Hicks
- The importance of the reality principle
- Matters affecting rating valuation
- Locality… a precise area or something different?
Rights Allow Occupiers to do Things but also Restrict Things – How Do they impact upon Rating Valuations? - Bjorn Bowles
- How do rights affect rating?
- The hypothetical tenancy – actual occupation ignored
- Appurtenant rights
- Rights over hereditament
- Fire escapes through shops and other adjoining buildings
Mode or Category of Occupation – a Valuation Problem - Karl List
- Often misunderstood
- Cafes, coffee shops and shops in shopping centres – all the same?
- How is it judged – type of occupation? Planning? Is a ‘large shop’ or ‘retail warehouse’ just a bigger shop? If not, who gets to define ‘large shop’ when we say:
- A large shop is a large shop but not any particular kind of large shop?
- Is the Fir Mill principle going to be put under strain in a very different world from 1960?
Bite Sized Chunks Continued:
Improvement Relief - David Alford
Recent Rating Cases - From a Surveyor’s Perspective - Wayne Cox
- The traditional conference examination of recent Supreme Court, Court of Appeal, Upper Tribunal (Lands Chamber), Valuation Tribunal, Scottish and Irish cases from a valuer’s perspective.