RICS AI Standard

Compliance resources

The RICS professional standard Responsible Use of Artificial Intelligence in Surveying Practice (effective 9 March 2026) is mandatory for all RICS members using AI tools in practice. These resources are designed to make compliance straightforward when using Tendermark.

How Tendermark works

Suitable for due diligence records and your AI risk register

Tendermark is a tender comparison tool for building surveyors. The surveyor authors or uploads a Schedule of Works — the structured list of work items priced in a tender. Contractors price against that Schedule, either by completing an online pricing form or by returning a document (PDF, spreadsheet, scan, or photograph). Tendermark extracts the contractor's prices and produces a side-by-side comparison table.

What the AI does: Tendermark uses a large language model (Anthropic Claude) for three distinct tasks.

  • Contractor return matching. For every uploaded return — whether Excel, CSV, PDF, Word document, scanned document, or photograph — Claude reads the content and maps each contractor price to the correct Schedule of Works line item. The file is preprocessed into a readable form first (cell values extracted from spreadsheets, text extracted from PDFs); Claude then handles all line-item matching. This is the primary use of AI in Tendermark and applies to every contractor return regardless of format.
  • Schedule of Works parsing (fallback only). When a surveyor uploads a SoW in an unusual format — a scanned document or prose-style Word file — Claude identifies the line items. Standard formats such as Excel and CSV are parsed by code without AI involvement.
  • Tender Analysis Report narrative drafting. Three sections of the report are drafted by Claude: Arithmetical Accuracy (discrepancies between each contractor's stated and implied totals), Anomaly Handling (observations on flagged pricing items), and Summary of Submissions (price-difference analysis across contractors). These drafts appear in the report editor marked as AI-generated, pending the surveyor's review and approval before export.

What the AI does not do: Tendermark makes no professional judgements, gives no recommendations, and produces no output presented as a professional opinion. It extracts, organises, and drafts — the surveyor interprets and decides. Every extracted figure includes a confidence score so the surveyor can see where the AI is uncertain. Anomalies are flagged for the surveyor's review, not acted upon automatically. The Recommendation section of the report — the surveyor's professional opinion on which tender to accept — is never AI-drafted and requires the surveyor's own input.

What the surveyor must do: Review all extracted output before relying on it. Verify anomaly flags with professional judgement. Read and edit the AI-drafted narrative sections — they are generated drafts, not finished text. The Tender Analysis Report shows the surveyor's name as the author; the surveyor remains professionally accountable for all of its content. No report should be sent to a client without the surveyor having reviewed and approved the output in full.

The cleaner audit trail — contractor invitations: When a contractor prices online via Tendermark's invitation link, their figures arrive already structured — no AI extraction is involved. Every action (viewed, saved, submitted) is logged with a timestamp and the contractor's IP address. This produces the most transparent possible audit chain and is the recommended approach where contractors are willing to engage digitally.

Risk register template

Pre-populated for Tendermark — fillable PDF, ready to complete in any PDF reader

The RICS AI standard requires firms to document AI systems used in practice. This template covers all required fields: system name, provider, purpose, AI type, key failure modes, mitigations, and data governance. Download the PDF, fill in your firm's details directly in your PDF reader (Adobe Acrobat, Preview, Edge, or Chrome), and file with your compliance records.

Template includes

  • AI system information (name, provider, purpose — covers contractor return extraction, SoW parsing, and report narrative drafting)
  • Risk assessment — failure modes for extraction and narrative drafting, with likelihood, impact, and mitigation for each
  • Data governance summary (storage location, retention, sub-processors)
  • Standard client disclosure language (Section 5)
  • Sign-off fields for your firm
Download risk register template

Terms of engagement language

Copy into your standard client engagement terms

The RICS AI standard requires client disclosure when AI tools have a material impact on service delivery. Add the following to your standard terms of engagement. You may adapt the wording to your firm's house style — the key elements are: AI tools are used for both price extraction and report narrative drafting, they support rather than replace professional judgement, and all AI-generated content is reviewed before client delivery.

We use AI-assisted tools in our tender comparison work. These tools extract pricing from contractor submissions and draft sections of the tender analysis report narrative. They support, but do not replace, our professional judgement. All AI-extracted data and AI-drafted content is reviewed and approved by a qualified surveyor before being presented to clients.

Data governance summary

What Tendermark stores, where, and how long for

What is stored

  • Uploaded tender return files (PDFs, spreadsheets, images)
  • Extracted line-item prices and confidence scores
  • Contractor names and firm names
  • Audit log of tender actions (timestamps and IP addresses for contractor submissions)

Where it is stored

  • Database and file storage: European Union (Supabase EU region)
  • AI processing (return extraction and report narrative): Anthropic API — data is not retained for model training
  • Analytics: PostHog EU cloud

Retention

  • Tenders and returns: retained for the life of the account
  • 30-day grace period after account deletion before permanent removal
  • Benchmarking data: anonymised — retained indefinitely as aggregate signals with no link to the source tender

Your rights

  • Access, correct, or delete your data at any time
  • Withdraw benchmarking contribution consent in account settings
  • Request account deletion: hello@tendermark.ai

Before uploading client documents to Tendermark, confirm that your client engagement terms or data processing agreement permits the use of AI-assisted tools for processing their pricing information.

These resources are provided as compliance aids for building surveyors using Tendermark. They do not constitute legal or professional advice. Effective 1 May 2026.