THE APPLIED SCIENCE TECHNOLOGISTS & TECHNICIANS OF BRITISH COLUMBIA PROPERTY INSPECTION CERTIFICATION POLICY (ASTTBC)

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1 THE APPLIED SCIENCE TECHNOLOGISTS & TECHNICIANS OF BRITISH COLUMBIA (ASTTBC) PROPERTY INSPECTION CERTIFICATION POLICY APPROVED BY ASTTBC COUNCIL JANUARY 24, 2013 Property Inspection Policy Page 1

2 FOREWORD The ASTTBC Council approved the 2013 revision of the Property Inspection Certification (PIC) policy on January 24, The 2013 PIC policy introduces a Property Inspection Certification Board (PICB) that, among other responsibilities, will prepare and propose for Council approval any subsequent changes in PIC policies. In addition to assisting with policy direction, the PICB is responsible for assessing the quality of applicants for Certified House Inspector (CHI), Certified Property Inspector (CPI) and Registered Reserve Fund Analyst (RRFA) designations. PICB recommendations are submitted to the ASTTBC Board of Examiners for approval. The ASTTBC Board of Examiners has the authority to approve the recommendations of the PICB for the registration of CHI, CPI and RRFA applicants. Chronology of Policy Revisions Approved by Council: July 1998, Registered' changed to Certified January 1999, Amended (add 11.3 and 12.0) February 2001, Revised March 2002, Revised January 2003, Certification responsibility to Board of Examiners January 2004, Clarification of intent concerning allowable period as an Associate Inspector January 2005, Amended (5.1 and 9.0) September 2011, Amended (3.5 and 4.9.1) September 2012, Amended January, 2013, Amendments made to existing Policy; introduction of new Property Inspection Certification Board and RRFA Certification; and 6 new/revised Appendixes Property Inspection Policy Page 2

3 CONTENTS 1.0 DESCRIPTION OF HOUSE AND PROPERTY INSPECTION 2.0 CERTIFICATION DESIGNATIONS 2.1 CERTIFIED HOUSE INSPECTOR (CHI) 2.2 CERTIFIED PROPERTY INSPECTOR (CPI) 2.3 REGISTERED RESERVE FUND ANALYST (RRFA) 3.0 CERTIFICATION CRITERIA 3.1 GENERAL REQUIREMENTS 3.2 DOCUMENTED EVIDENCE 3.3 SPECIAL CONSIDERATIONS 3.4 SECONDARY SCHOOL GRADUATION 3.5 LANGUAGE PROFICIENCY 3.6 APPLICATION ABEYANCE 4.0 REFERENCES 5.0 CANCELLATION OF CERTIFICATION 6.0 PROPERTY INSPECTION CERTIFICATION BOARD (PICB) 6.1 RESPONSIBILITIES OF THE PICB 6.2 COMPOSITION OF THE PICB 6.3 CONSUMER PROTECTION BC 6.4 MEETINGS AND QUORUM 6.5 EXPENSES 7.0 MENTORS AND FIELD TRAINING 7.1 REQUIREMENTS OF MENTORS 7.2 REQUIREMENTS OF MENTEES 8.0 CONTINUOUS PROFESSIONAL DEVELOPMENT 9.0 APPEAL PROCESS 10.0 REINSTATEMENT OF REGISTRATION 11.0 STORAGE OF FILES 12.0 FREEDOM OF INFORMATION APPENDIXES 1. CERTIFIED HOUSE INSPECTOR (CHI) 2. CERTIFIED PROPERTY INSPECTOR (CPI) 3. REGISTERED RESERVE FUND ANALYST (RRFA) 4. CONTINUING PROFESSIONAL DEVELOPMENT 5. GUIDELINES FOR MENTORS 6. GUIDELINES FOR ASSESSORS/ INSPECTION ASSESSOR S REPORT FORM Property Inspection Policy Page 3

4 1.0 DESCRIPTION OF HOUSE AND PROPERTY INSPECTION House and Property Inspection (H/PI) consists of three designations in the technical specialist category of ASTTBC membership. The practice of house and property inspection is the visual inspection, limited testing, collecting information and reporting results to provide the client with an objective description of the condition of a building and or property. As of January, 2013, House and Property Inspection includes the Registered Reserve Fund Analyst (RRFA) designation that introduces an economic analysis and reporting element for strata depreciation reporting. The limited RRFA(L) is for Certified House Inspectors (CHI). The full RRFA designation is available to Certified Property Inspectors (CPI). The titles Certified House Inspector (Provisional), Certified House Inspector, Certified Property Inspector and Registered Reserve Fund Analyst with the respective designations CHI(P), CHI, CPI and RRFA are registered marks of ASTTBC and as such, cannot be used by any other person and are not transferable. These titles are awarded to individuals, not companies. 2.0 CERTIFICATION DESIGNATIONS 2.1 Certified House Inspector (CHI) A CHI is a person who has met the required minimum standards and criteria for certification as described in Appendix 1 and offers house inspection services within the accepted Standards of Inspection and complies with the ASTTBC Code of Ethics. TO BECOME A CHI THERE ARE 3 LEVELS OR STAGES: 1) INSPECTOR-IN-TRAINING (IIT); 2) CERTIFIED HOUSE INSPECTOR (PROVISIONAL); 3) CERTIFIED HOUSE INSPECTOR (CHI). 2.2 CERTIFIED PROPERTY INSPECTOR (CPI) A CPI is a person who has met the required minimum standards and criteria for certification as described in Appendix 2 and offers property inspection services within the scope and accepted Standards of Inspection and complies with the ASTTBC Code of Ethics. TO BECOME A CPI REQUIRES A MINIMUM OF ONE YEAR EXPERIENCE AS A CHI. 2.3 REGISTERED RESERVE FUND ANALYST (RRFA) A RRFA is a person who has met the required minimum standards and criteria for certification as described in Appendix 3 and complies with the ASTTBC Code of Ethics. There are 2 categories of RRFA designation: 1) RRFA (L) IS A LIMITED DESIGNATION AVAILABLE TO CHIS 2) RRFA IS THE FULL DESIGNATION AVAILABLE ONLY TO CPIS 3.0 Certification Criteria 3.1 General Requirements The Property Inspection Certification Board (PICB) will assess applications for certification to ensure the applicant has achieved the minimum requirements for the requested designation and has: (a) Completed in the proper manner the application form prescribed by the PICB, (b) Demonstrated good character and reputation, (c) Documented Canadian citizenship or is a permanent resident of Canada, (d) Satisfied the education and experience requirements of the designation to which they are applying, (f) Paid the required application fee and other fees as outlined in the ASTTBC financial policy. Property Inspection Policy Page 4

5 3.2 Documented Evidence of Education and experience The PICB shall grant credit only for education, training and work experience that is documented and substantiated with evidence such as copies of diplomas, certificates, transcript of marks, job descriptions and references. 3.3 Special Consideration Special consideration for certification may be granted to an applicant at the discretion of the PICB and with the approval of the BoE. An applicant under the Special Consideration conditions may be required to submit to an interview and/or provide a comprehensive report, a detailed portfolio or the submission of other evidence acceptable to the PICB. The burden of proof rests with the applicant. Special consideration applicants must be able to demonstrate broad technical competence and capability and provide evidence of having extensive work experience at the level of certification being sought. The following criteria may be considered when assessing applicants for Special Consideration: a) Recognized by peers as authorities in the field. b) Developed a successful business based on applied science. c) Written books or published articles deemed by peers as relevant to their field. d) Teaching at a post-secondary education institution or equivalent. e) Exhibit other attributes demonstrating professional excellence, acceptable to the Board. 3.4 Secondary school graduation (BC grade 12) or equivalent is required. 3.5 Language Proficiency English is the working language in British Columbia. Applicants must demonstrate, to the satisfaction of the PICB, fluency in written and spoken English. 3.6 Application Abeyance An application will be put in abeyance if the applicant has failed to complete the requirements of the requested certification within two years. The Registrar is required to notify an applicant if their file is being put in abeyance. Upon request by the applicant, a further 6 months will be allocated to fulfill the outstanding requirements. Failure to notify the Registrar for an extension request, or to meet the six-month requirement, will result in the application file being closed and a new application would be required should the person wish to apply again. 4.0 References An applicant is required to provide names and addresses of four persons capable of providing a personal assessment of the applicant's technical abilities, judgment, work accuracy, attitude, personal characteristics and general professional outlook. The references should have sufficient knowledge of the applicant to confirm that the work experience information submitted by the applicant is accurate. The PICB will consider the applicant has met the certification criteria for relevant experience based on three satisfactory references. An applicant should include his/her immediate supervisor or manager as a reference. A self-employed applicant may provide references from clients who can verify contract work performed. Property Inspection Policy Page 5

6 If an applicant is working in an environment where there are no professionals to act as references, the PICB may accept other credible references at their discretion. The PICB will determine the acceptability of references. 5.0 Cancellation of Certification The PICB, Board of Examiners (BoE) or Practice Review Board (PRB) may initiate the process to cancel the certification if the certification was made under false pretenses or if the applicant becomes ineligible for full certification or upon the recommendation of the PRB. 6.0 PROPERTY INSPECTION CERTIFICATION BOARD (PICB) The PICB is established primarily to assess and approve applicants for certification in the Technical Specialist designations specified in this policy. 6.1 Responsibilities of the PICB The PICB shall consider applications for certification and may: a) Approve the application b) Refuse the application c) Defer the approval of the application until it is satisfied that the applicant has complied with all requirements for certification as described in the Property Inspection Certification Policy The Board may at its discretion require an applicant to: a) Pass one or more examinations set by the PICB b) Obtain more experience of a kind satisfactory to the PICB for a period set by the PICB c) Fulfill other requirements set by the PICB The PICB shall send written notice of any decision made by it, to the applicant. If the decision made by the PICB is to refuse or defer certification, reasons for the decision shall be sent in writing to the applicant Subject to the approval of the ASTTBC Council, the PICB shall establish, in consultation with other stakeholder organizations, policies and procedures relating to: a) Certification b) Standards for certification c) Examinations d) Other policy matters The PICB shall regularly review its policies and recommend to ASTTBC Council any revisions The PICB shall have the power to appoint File Reviewers to assess whether applicants satisfy the certification requirements. The PICB retains responsibility for ensuring the quality and consistency of recommendations made by File Reviewers The PICB will recommend to the Registrar qualified File Reviewers. The Registrar may also select a suitable candidate as a File Reviewer File Reviewers must be qualified ASTTBC members in good standing of the relevant technical specialist certification group or have equivalent qualifications PICB members must adhere to the ASTTBC Confidentiality Policy and comply with the ASTTBC Code of Ethics. Property Inspection Policy Page 6

7 6.2 Composition of the PICB The PICB shall consist of a Chairperson, Vice-Chairperson and a minimum of two ASTTBC members in each H/PI discipline (CHI, CPI, RRFA). The Chairperson and the Vice Chairperson shall be ASTTBC members. The Vice-Chairperson shall act in the absence of the Chairperson The ASTTBC Council will appoint PICB members annually The ASTTBC Registrar or designate shall act as Secretary to the PICB. 6.3 Consumer Protection BC (CPBC) Observer The CPBC may nominate an Observer to attend the meetings as a non-voting member Appointment of the CPBC Observer is subject to ASTTBC Council approval The CPBC Observer is required to comply with the ASTTBC Confidentiality Policy. 6.4 Meetings and Quorum The PICB shall meet at such times and at such places as may be deemed necessary to fulfill the obligations of the Board. Unless otherwise specified, participation by telephone or other electronic media is considered equivalent to on-site attendance Four (4) PICB members shall constitute a quorum. A minimum of three (3) ASTTBC members must be included to reach a quorum PICB decisions shall require a simple majority of members present (onsite or online) At the invitation of the Chair or designate, File Reviewers may be requested to attend a PICB meeting in a non-voting capacity Only guests invited by the Chair or designate may attend PICB meetings. Guests may only remain for matters that they have been invited to address The Registrar or designate may request a special meeting of the PICB by any means and at any time The PICB Minutes will record the names of any PICB members who excuse themselves from discussion or leave prior to adjournment of the meeting. The time the member left the meeting and, if applicable, returned to the meeting, will also be recorded in the Minutes. 6.5 Expenses ASTTBC pre-authorized travel, subsistence and meeting expenses for PICB members will be reimbursed by ASTTBC in accordance with current policies. 7.0 Mentoring and Field Training of IITs A Mentor/Field Trainer serves as a counselor, guide, tutor or coach for an Inspector-In- Training (IIT). A Mentor/Field Trainer must also assume responsibility for the house inspection used during mentoring when the House Inspection report is provided to a third party. The purpose of mentoring and field training is to provide direction to IITs in achieving the required experience to achieve CHI(P) certification. IITs must be mentored or field trained by a qualified member as defined in Appendix 5 Guidelines for Mentors / Field Trainers. Mentors/Field Trainers must accept direct responsibility for all work conducted by and under their supervision and adhere to the requirements as defined in Appendix Requirements of Mentors/Field Trainers: Ensure IITs are registered with ASTTBC Ensure that IITs being mentored have a safe place to work and are properly equipped Provide supervision per Appendix 5 Guidelines Property Inspection Policy Page 7

8 Ensure IITs receive and have read the ASTTBC Property Inspection Certification Policy and Appendices Review and verify accuracy of Career Log entries made, which directly relate to their supervision, and to discuss plans for completing experience requirements Upon request, provide a complete and unbiased reference for CHI(P) registration or reclassification. 7.2 Requirements of IITs while being mentored or field trained: Mentored or field trained individuals are required to keep a Career Log or portfolio of all their training and experience. This documentation may be used by the PICB to assist in their determination of the merits of certification for assessing Continuing Professional Development. Each entry in the IIT Career Log should be signed by the Mentor/Field Trainer. 8.0 Continuing Professional Development ASTTBC, the public and government expect that CHIs, CPIs and RRFAs will remain informed of developments in their respective fields in order to provide services at an established high level of knowledge and expertise. In the interests of protecting public health and safety, the environment and economy, it is essential that CHIs, CPIs and RRFAs engage in continuing professional development (CPD). As a professional regulatory body, ASTTBC is required to assure the public that members continue to meet the high standards set for registration, and that the CPD Policy provides a guide for members as they consider their continuing education needs. Appendix 4 provides details of the CPD requirements. 9.0 Appeal Process Within 30 days of notification of classification, an applicant may request by writing to the Registrar a second review of the application file by an alternate File Reviewer. a. An applicant whose application for registration has been refused by the PICB and the BoE may, within 30 days of receiving a notice refusal, request the ASTTBC Council to review the application by serving on the Registrar a written request for a review by the Council setting out the reasons why the applicant should be approved. b. Where an applicant has applied to Council for leave to appeal a decision of the BoE and the Council may, in its sole discretion, decide either to deny leave to appeal or, alternatively, to grant leave to appeal in which latter case it shall hear such appeal at a time of its choosing. In either case, the applicant or registrant shall be advised forthwith by the Registrar of Council s decision concerning leave. c. An appeal, including an application for leave to appeal, shall be commenced by a written notice of appeal that shall describe the decision appealed from and state the specific reasons for appeal and shall be served upon the Registrar not more than thirty (30) days after the date that the decision of the BoE was communicated to the investigated person. d. In a timely manner the Council, on receiving a written notice of an appeal from the Registrar, shall have served on the applicant or registrant a notice of its willingness or not to hearing of an appeal, (stating the date, time and place on and at which Council will seek to hear the appeal). e. Any member of Council who has participated in any way in the decisions of the PICB or the BoE which gave rise to the decision being appealed shall not participate in any deliberations or in any appeal before Council. f. In a timely manner, Council on receiving a written notice of an appeal may do any or all of the following: i. decide if an appeal is warranted and grant or deny leave to appeal ii. as it sees fit make any adjournment of the proceedings iii. refer the matter to an Appeals Committee for further consideration and a timely report, to be convened and conducted at the discretion of the Registrar Property Inspection Policy Page 8

9 iv. receive further evidence in any manner it deems fits from and of the parties involved in the decision appeal v. make a decision that ought to have been made by the Board of Examiners vi. quash, verify or confirm the decision of the Board of Examiners or substitute or make a decision of its own vii. an investigated person may appeal on any questions of law, fact or both, from a decision or direction of the Council to the court at any time within thirty (30) clear days from the date of the decision or direction Reinstatement of Registration a. Previous registrants applying to reinstate their registration must: b. Complete a reinstatement application form. c. Provide two copies of legal identification (e.g. Canadian Passport, Canadian Birth Certificate, Provincial Driver s License, Canadian Citizenship Card or other Canadian/Provincial Government photo identification). d. Successfully complete a Professional Practice and Ethics Exam. e. Complete the Canadian Technology Human Resources Board (CTHRB) Professionalism in Practice Module. f. Sign ASTTBC s Privacy Policy declaration. g. Supply a resume that includes details of continuing education and additional work history acquired since original registration was granted. h. Provide two (2) technical references at the discretion of the Registrar. i. There is no time limitation in which an application for reinstatement must be made, i.e. from the time the applicant ceased being registered to the time of the application for reinstatement. j. Submit with the Application the current required ASTTBC Reinstatement Fee k. Pro-rated dues for the current year will be due and payable upon acceptance for reinstatement. There is no requirement to pay dues from the last year in which the applicant was registered. l. The Registrar may waive or vary any or all of the foregoing. m. All Applications for Reinstatement will be considered by the PICB and approved by the BOE Storage of Files n. The Registrar shall maintain the complete file of all certified registrants who are struck, resigned or deceased. o. Five (5) years following the member being struck, having resigned or becoming deceased the Registrar will remove and destroy by shredding all information from the file except for the following: p. - Application forms q. - Board Reviewers Examiner Report forms r. - Registrar s letters of acceptance s. - Registrar s letters with respect to cancellation of registration t. - Any other significant correspondence u. The Registrar will then place these files into long-term storage Freedom of Information (a) Applicant s files are treated as confidential documents insofar as is practical. Access to them is privileged to ASTTBC Registration Staff, the Board and designated File Reviewers, or others as reasonably authorized by the Registrar. In exceptional circumstances the file may be disclosed, on a confidential basis, to external audit teams. Property Inspection Policy Page 9

10 An applicant, or registrant, may apply to the Registrar for an appointment to view their file (excluding references) during regular office hours. If refused, they have the right of appeal, within 30 days, to the Council of ASTTBC. ASTTBC Council may authorize the release of files for review by the applicant or registrant during working hours. If the Registrar has cause to refuse, the matter shall be referred to Council. Property Inspection Policy Page 10

11 Appendix 1 EDUCATION AND EXPERIENCE REQUIREMENTS FOR CERTIFIED HOUSE INSPECTOR (CHI) Certified House Inspector (CHI) To achieve the full CHI designation requires a combination of education, training and supervised inspection experience. Certification as CHI requires successful completion of the education and training listed in Table 1. Applicants that successfully complete the requirements will have the status of an Inspector-in-Training (IIT). Table 1: Minimum Education and Training Requirements for IIT status No. Provider Course No. Title Hours Equivalent 1. BCIT BLDG 2915 House Inspection 1 36 OC (V) HINS 104 (84 hours) 2. BCIT BLDG 2925 House Inspection 2 36 OC (V) HINS 105 (84 hours) (3. BCIT BLDG 2935 House Inspection Report Writing 36 OC (V) HINS 107 (21 hours) 4. BCIT BLDG 2945 House Inspection Field Inspection 36 OC (V) HINS 109 (50 hours) ASTTBC PI 5 mentorship sessions 5. BCIT BLDC 1500 BC Building Code Part 9 36 OC (V) HINS 108 (17 hours) 6. BCIT BLDC 3050 Building envelope performance principles 36 OC (V) CON 054 (36 hours) 7. RJ & Assoc. Asbestos Containing Materials training 8 One day training program 8. ASTTBC Webinar Property Inspection Orientation Briefing 8 One-day briefing given by ASTTBC PI 9. ASTTBC Module Professionalism in Practice and Ethics 3 Self-directed learning and examination 10. ASTTBC Module ASTTBC Code of Ethics 3 Self-directed learning and examination Notes: The minimum grade in each course or training program is 70% for certification as a CHI(P). The course or training hours are nominal and may vary somewhat depending on the provider. OC (V) is Okanagan College, Vernon Campus. R.J. & Associates is an authorized training provider for hazardous materials. Recognition of Experiential Learning In lieu of the education requirements specified in Table 1 lines 1 to 5, applicants with a minimum of one year licensed experience that includes evidence of 50 inspections completed may request recognition of experience as education equivalence. Any applicant claiming education equivalence is required to successfully complete the education and training listed in Table 1 lines 6 to 10 and two inspection assessments as specified in Table 2, line 2. Reclassification from IIT to CHI(P) The IIT is encouraged to attend relevant webinars or seminars and participate in other discipline-related activities to help develop and integrate into a network of house and property inspectors. To reclassify from IIT to Provisional Certified House Inspector (CHI(P)) requires supervised onsite house inspection experience as described in Table 2. Property Inspection Policy Page 11

12 Appendix 1 Table 2: Minimum Experience Requirement for CHI(P) Designation 1. A minimum of three mentoring sessions on a variety of residential building styles and configurations. The mentor(s) selected by the IIT must be approved by the PICB. 2. A minimum of two successful inspections onsite at various residential building configurations. The inspections must be done under the supervision of a CHI or a CPI or other qualified person approved by the PICB. Successful completion of the mentoring sessions and inspections described in Table 2 satisfies the requirements to become a Certified House Inspector (Provisional) or CHI(P). Reclassification from IIT to CHI(P) requires the approval of the PICB and the BOE. CHI(P) is a temporary designation during which time the member can apply for a license and engage in house inspections for the public and work towards a CHI designation. A CHI(P) may apply to Consumer Protection BC (CPBC) for a house inspector license. Providing house inspection services to the public without a license is prohibited. A CHI(P) is limited to the inspection of single-family dwellings up to a four-plex, a townhouse unit or a single apartment unit. To achieve full CHI designation Within one year (1) from the date of being granted the CHI(P) designation, the CHI(P) must complete 3 successful field assessments under the supervision of a CHI or CPI. The Assessor(s) should not have served previously as a mentor or assessor. An Assessor may conduct a maximum of two (2) assessments for the same applicant. All assessment reports must comply with the ASTTBC-PI Standards of Inspection and the House Inspection Engagement Contract. Should a CHI(P) fail to successfully complete three inspection assessments within the one year period, the PICB, at its discretion, will order additional mentoring sessions and /or assessments to be successfully completed or may reclassify the member back to IIT status. Notification of reclassification will be sent to Consumer Protection British Columbia (CPBC) immediately following the PICB decision. Successful completion of the above conditions satisfies the requirements for reclassification to CHI. The PICB and the BOE are responsible for assessing and approving the certification for reclassification to CHI. Inspectors with CHI designations are limited to the inspection of single-family dwellings up to a four-plex, a townhouse unit or a single apartment unit. Requirements for existing CHI(P): Effective January 1, 2013, for an existing CHI(P) to reclassify to CHI it will be necessary to successfully complete the Building Envelope Performance Principles course (see Table 1, No. 6) or equivalent and the Asbestos Containing Materials (ACM) training (see Table 1, No. 7). Property Inspection Policy Page 12

13 Appendix 2 EDUCATION AND EXPERIENCE REQUIREMENTS FOR CERTIFIED PROPERTY INSPECTOR (CPI) Certified Property Inspector (CPI) Inspectors with a CPI designation and licensed by Consumer Protection British Columbia (CPBC) may inspect all residential properties 1. A CPI may also inspect commercial, industrial or investment real estate property regardless of ownership 2. The prerequisite for becoming a CPI is to be an ASTTBC member in good standing with the CHI designation for a minimum one year. In addition to the CHI designation, the education and experience requirements to become a CPI are: Table 1: Minimum Education and Training Requirements for CPI designation No. Provider Course No. Title Hours Equivalent 1. OC (V) CON 051 Commercial Inspections OC (V) CON 055 Advance Building Envelope OC (V) CON 056 Building Code for Commercial Inspections RJ & Assoc. Inspecting Hazardous Materials 32 Notes: R. J. & Associates is an authorized training provider for hazardous materials. OC (V) is Okanagan College, Vernon Campus Table 2: Minimum Experience Requirement for CPI Designation 1. A minimum of two onsite inspection assessments under the direct supervision of a CPI approved by the PICB. 2. Within one year (1) from the time CPI certification is granted the applicant must participate in an audit on a property chosen by the auditor from the CPI s log of inspections. The Manager, Property Inspections will select the auditor as approved by the PICB. Successful completion of the education, training and experience requirements described in Tables 1 and 2 satisfies the requirements for the CPI designation. The PICB and the BOE are responsible for assessing and approving the certification for reclassification to CHI. 1 A CPI that is not involved in residential inspections is not required to hold a CPBC license. 2 Property or building ownership may be private, institutional or government. Property Inspection Policy Page 13

14 Appendix 3 EDUCATION AND EXPERIENCE REQUIREMENTS FOR LIMITED REGISTERED RESERVE FUND ANALYST (RRFA(L)) AND REGISTERED RESERVE FUND ANALYST (RRFA) Limited Registered Reserve Fund Analyst (RRFA(L)) The British Columbia Strata Act Reference requires a qualified person to compile a list of the assets (inventory), asses the condition (evaluate), estimate the replacement dates (anticipate maintenance, repair and replacement) and to prepare a contingency reserve report of the costs for future replacement providing a payment plan over a 30 year term. Preparing a quality reserve fund report requires amassing the inventory, evaluation of condition projecting remaining useful life and replacement cost. The second component is the report with accounting projections. The physical inspection to evaluate the condition of building components is the main scope of the CHI. What may be new to the CHI would be the accounting of future replacement costs including preparation of a payment plan for 30 years. Inspectors with CHI designations are currently limited to the inspection of single-family dwellings up to a four-plex, townhouse units or a single apartment unit. Inspection of these structures is commensurate with their level of certification, qualification, experience and knowledge. The CHI designation attests to the competency of the house inspector. A CHI with additional education and training should be deemed a qualified person capable of accepting responsibility for reverse fund reporting assignments limited to two-story with basement wood frame townhouse structures or smaller. The RRFA(L) would not be restricted by the number of units within the strata complex provided that each structure is within the above specified limits. Certification Requirements for Limited Registered Reserve Fund Analyst RRFA(L): The RRFA(L) designation is available to ASTTBC members in good standing that have the CHI designation, and with successful completion of the education requirements listed in Table 1. Table 1: Education requirements for RRFA(L) No. Provider Course No. Title Hours Equivalent 1. OC (V) CON 052 Strata Depreciation Reporting 72 REIC 2. OC (V) CON 053 BC Strata Act 6 Notes: The minimum grade in each course is 70% for certification as an RRFA(L) Real Estate Institute of Canada (REIC) Reserve Fund Certification program Property Inspection Policy Page 14

15 Appendix 3 When RRFA(L) designation is granted, the first reserve fund report produced for a client will be reviewed by a PICB approved assessor and the RRFA(L). The purpose of the review is to ensure the quality of the report is in compliance with the ASTTBC Standards of Inspection and the BC Strata Act. Each year, approximately 5% of RRFA(L) members may be audited to ensure their work is in compliance with the Strata Act and the ASTTBC-PI Standards of Inspection and Reporting. Registered Reserve Fund Analyst (RRFA) The full RRFA designation permits Certified Property Inspectors (CPI) members to engage in commercial, institutional and government owned property depreciation reserve fund reporting. A candidate to be considered by the Property Inspection Certification Board (PICB) for RRFA certification must be an ASTTBC member in good standing with the CPI designation and successful completion of the education requirements listed in Table 1. When RRFA designation is granted, the first reserve fund report produced for a client will be reviewed by a PICB approved assessor and the RRFA. The purpose of the review is to ensure the quality of the report is in compliance with the ASTTBC Standards of Inspection and the BC Strata Act. Each year, approximately 5% of RRFA(L) members may be audited to ensure their work is in compliance with the Strata Act and the ASTTBC-PI Standards of Inspection and Reporting. Property Inspection Policy Page 15

16 Appendix 4 CONTINUING PROFESSIONAL DEVELOPMENT (CPD) For CHI, CPI, RRFA(L), and RRFA Designations In the interests of protecting public health and safety, the environment and economy, it is essential that technology professionals engage in lifelong learning. The public expects that technology professionals operate at the current level of knowledge and expertise and that level is constantly changing with innovation and development. A Certified House Inspector (CHI), a Certified Property Inspector (CPI), a Limited Registered Reserve Fund Analyst (RRFA(L)), and Registered Reserve Fund Analyst (RRFA) as technical specialists, are accountable to the public and their profession. To maintain and enhance professional skills and knowledge and to provide assurance to the public, ASTTBC has established Continuing Professional Development (CPD) requirements and supporting program for members to record and monitor their CPD. The CPD Program: Provides a standard web-based format for documenting continuing professional development Defines the categories of continuing professional development Establishes a rating for each category of continuing professional development Provides a minimum credit for each category Encourages each member to record CPD activities. Since 2008, CHIs, and CPIs have been required to voluntarily record CPD activities and as of 2010 members were required to provide their Log of CPD activities upon request for review. A minimum of 20 credits is recommended annually. Table 1 is a guideline describing various CPD activities and the credit-awarding scheme. Table 1: Guideline for ASTTBC Professional Development Activities and Applicable Credits Description of Professional Development Activities practicing in a technical capacity either full or part time or practicing in a leadership, management or supervisory capacity either full or part-time employment completing technical courses at an accredited institution (courses to be progressive i.e. more than 50% overlap to previous courses and related to the registered discipline) completing informal activities (e.g. self-directed study, seminars, technical field trips, employer training programs and structured on-the-job training) completing leadership, management, teamwork, supervision, financial or other soft skill courses receiving an award for technical excellence teaching a formal course developing a training program or course of study preparing and/or publishing technical papers or articles reviewing technical papers or articles presenting at conferences, workshops and seminars Guide to Credits Awarded 1 credit per month of employment to a maximum of 12 credits per year or prorated for part time. Formal: 10 credits for 40 hrs or more 5 credits for courses less than 40 hours Informal: 2 credits for 8 hours or more 1 credit for less than 8 hours As above per formal and informal 2 credits per award 5 credits 5 credits 3 credits 2 credits 3 credits Property Inspection Policy Page 16

17 Appendix 4 leading an on-the-job training session chairing a workshop or seminar attending conferences, workshops and seminars participating on technical committees participating in on-the-job training mentoring and being mentored completing ASTTBC s volunteer Leadership program serving on ASTTBC Council, Board or Committee serving on an ASTTBC Institute board or committee attending ASTTBC or discipline-related AGM serving on BCIT/College boards, industry advisory committees or other professionally related organization participating as a member of a Canadian Technology Accreditation team maintaining membership in a relevant learned society 3 credits 2 credits 1 credit 1 credit per meeting 1 credit per half day 1 credit per month 3 credits 1 credit per meeting 1 credit per meeting 3 credits 1 credit per meeting 10 credits 3 credits Property Inspection Policy Page 17

18 Appendix 5 Guideline for House and Property Inspection Mentors 1. Introduction This Guideline for House and Property Inspection Mentors is intended to ensure quality and consistency of onsite field mentoring of a Inspector-In-Training (IIT) by Certified House Inspectors (CHI) or Certified Property Inspectors (CPI). This document will assist IITs, Mentors and the Property Inspection Certification Board during the process of mentoring and field training. 2. Mentor/Field Trainer Qualifications The qualification required of a Mentor is that they are a CHI or CPI in good standing with the Applied Science Technologists and Technicians of BC. In addition, the Mentor should have an interest in the training and professional development of IITs and believe in the potential of IITs and seek to stimulate their desire to achieve certification. The Mentor must have a minimum of two years experience as a practicing CHI or CPI, have taken the required in-house Mentoring Training program and have sufficient experience to be able to provide advice on the practices of the workplace. The Mentor should have adequate experience to be able to recognize whether the IIT is taking on responsibility for which he or she does not have the necessary knowledge and skills. 3. Mentor/Field Trainer Functions The primary function of the mentor is to teach the IIT a logical and systematic approach to the process of conducting a house inspection in accordance with the applicable ASTTBC-PI Standards of Inspection. The Mentor is also required to assess a candidate s knowledge, skills and abilities throughout the course of a mentoring or field training session. The Mentor should schedule and organize the session and allow sufficient time after an inspection to discuss strengths and weaknesses, allow the IIT to seek advice on identified deficiencies and should identify training needs and if possible available courses. Upon completion of the mentoring and field inspection program, the IIT should have gained sufficient knowledge and experience to successfully undertake the Inspection Assessment process. 4. Reporting Following each mentoring session, the Mentor/Field Trainer shall prepare a report using the Inspection Assessor s Report Form (see Appendix 7) and submit it to the Property Inspection Certification Board (PICB) for review. The report must be an accurate and acceptable representation of matters discussed at the inspection by the IIT before submission. The Inspection Assessor s Report Form is divided into the major systems of the building as follows: 1) Site Description, 2) Roofing, 3) Exterior, 4) Structure, 5) Insulation and ventilation, 6) Electrical, 7) Heating and Cooling, 8) Plumbing, and 9) Interior. Property Inspection Policy Page 18

19 Appendix 5 5. Use of Forms The forms have been developed from the ASTTBC-PI Standards of Inspection and have been designed to allow the Mentor to assess the accuracy and completeness of the IIT s inspection by simply checking the appropriate box to the right of the inspection criterion. The Mentor will be considered to be functioning as an Inspection Assessor when using the form and is required to sign off as indicated. There is also a section at the last page of the report that provides for the confirmation that the report has been read, discussed and agreed upon by both the IIT and the Mentor (Assessor). The absence of the IIT s signature, should there be a disagreement with the assessment, must be explained. If the Mentor (Assessor) checks an unsatisfactory box, the Mentor (Assessor) is required to explain the reason for the rating in the comments section provided on each page of the relevant category. The comments section under each of the major inspection categories should also be used to expand on any aspect of the IIT s abilities, particularly where further training is recommended. At the bottom of the form, there is a section for general comments where the Mentor (Assessor) is asked to provide any additional comments with respect to the IIT s approach to the inspection, attitude, willingness to accept instruction, understanding of the project and the politics involved, as well as general professionalism. The Mentor (Assessor) is then required to sign, date and provide their ASTTBC-PI Registration number. 6. Debriefing 7. Fees There are obvious logistical issues that must be overcome in this phase of the process. For example: the IIT may not be able to produce a report at the time of the inspection or the Mentor may not have time to complete an adequate review of the Trainee s report at the time of the inspection. In view of these considerations, the IIT will be allowed one week following the inspection to submit the report to the Mentor. The Mentor is required to review, assess and discuss his/her assessment with the Trainee member within one week of receipt of the report. Upon completion of this assessment and discussion, the Mentor is required to immediately submit both his/her report and the report submitted by the IIT to the Property Inspection Certification Board (PICB). The ASTTBC Council approves annually the fee schedule for all charges levied for services. The ASTTBC fee schedule approved by Council includes the rates for mentoring. Group session fees (3 or more per group to a maximum of 5) anywhere within the province are subject to negotiation. Fees will be reviewed annually by the PICB and recommended adjustments to reflect market fluctuations will be submitted to ASTTBC Council for approval. All mentoring and assessment fees must be paid directly to ASTTBC prior to participation in either of these activities. Property Inspection Policy Page 19

20 Appendix 6 1. Purpose GUIDELINES FOR HOUSE AND PROPERTY INSPECTION ASSESSORS The purpose of these guidelines is to assist the Inspection Assessor through the process of assessing the ability of an Inspector In-Training (IIT) or Certified House Inspector Provisional (CHI(P)) to provide house inspection services to the public. 2. Process Prior to the start of the inspection, it is assumed that the IIT or CHI(P) has contacted the Assessor requesting an assessment. It is also assumed that the IIT or CHI(P) will be using his/her own inspection forms or format. Before beginning the assessment process, the Assessor must clearly explain to the IIT or CHI(P) the process involved, the limitations on interaction between the Assessor and the IIT or CHI(P) and that the assessment will be carried out in accordance with the applicable ASTTBC-PI Standards of Inspection as a basis for the assessment. 3. Interaction It must be made clear to the IIT or CHI(P) that interaction and discussion of various aspects of the inspection are limited. The Assessor must advise the IIT or CHI(P) that he/she is expected to carry out the inspection independently and the only interaction, other than introductions and casual exchange of information, will be limited to issues such as logistics and coordination. For example: the use of the same ladder at the same location at the same time. 4. Use of Forms The forms (Appendix 7) have been developed from the ASTTBC-PI Standards of Inspection and have been designed to allow the Assessor to assess the accuracy and completeness of the inspection by the IIT or CHI(P) simply by checking the appropriate box to the right of the inspection criterion. However, if the Assessor checks an unsatisfactory box, the Assessor is required to explain the reason for the rating in the comments section provided on each page of the relevant category. There is also a section at the last page of the report that provides for the confirmation that the report has been read, discussed and agreed upon by both the IIT or CHI(P) and the Inspection Assessor. The absence of the IIT s or CHI(P)'s signature, should there be a disagreement with the assessment, must be explained. 5. Debriefing There are obvious logistical issues that must be overcome in this phase of the process. For example: the IIT or CHI(P) may not be able to produce a report at the time of the inspection or the Inspection Assessor may not have time to complete an adequate review of the Trainee or Provisional member s report at the time of the inspection. In view of these considerations, the IIT or CHI(P) will be allowed one week following the inspection to submit the report to the Assessor. The Assessor is required to review, assess and discuss his/her assessment with the Trainee or Provisional member within one week of receipt of the report. Upon completion of this assessment and discussion, the Inspection Assessor is required to immediately submit both his/her report and the report submitted by the IIT or CHI(P) to the Property Inspection Certification Board (PICB). Property Inspection Policy Page 20

21 Appendix 6 6. Fees The ASTTBC Council approves annually the fee schedule for all charges levied for services. The ASTTBC fee schedule approved by Council includes the rates for mentor and assessor services. Group session fees (3 or more per group to a maximum of 5) anywhere within the province are subject to negotiation. Fees will be reviewed annually by the PICB and recommended adjustments to reflect market fluctuations will be submitted to ASTTBC Council for approval. All mentoring and assessment fees must be paid directly to ASTTBC prior to participation in either of these activities. Property Inspection Policy Page 21

22 Appendix 6 INSPECTION ASSESSOR S REPORT FORM BUILDING SYSTEM: Please mark (check box) whether this form is being used to mentor an IIT - YES NO Please mark (check box) whether this form is being used to assess an IIT or CHI(P) The IIT or CHI(P) is REQUIRED TO : Inspection Assessor is REQUIRED TO : Observe and report on the system s Observe and report on the accuracy completeness and components and completeness of the tasks listed herein. required by the IIT or CHI(P). Perform tasks as noted herein. SITE DESCRIPTION TYPE OF HOME: AGE OF BUILDING: SOURCE: STORIES: ENTRANCE FACES: North South East West WEATHER CONDITIONS: SOIL CONDITIONS: _ Property Inspection Policy Page 22

23 Appendix 6 ROOFING: Satisfactory Not Satisfactory roofing materials roof penetrations and flashings chimneys roof drainage components, including gutters and downspouts observe and report evidence of water penetration and condensation COMMENTS: The Assessor is required to comment below on any unsatisfactory rating. Property Inspection Policy Page 23

24 Appendix 6 EXTERIOR: Satisfactory Not Satisfactory exterior wall surfaces, eaves and trim doors, windows and flashings garages and carports all entrances such as porches, decks, balconies, including stairs, guards and railings observe and report impact of lot grading, landscaping, retaining walls, walkways and driveways on the property test the operation of power operated garage door openers, including the stop and automatic reverse function grading and retaining walls COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 24

25 STRUCTURE: Satisfactory Not Satisfactory Appendix 6 foundations floors columns walls roofs chimneys attics crawl spaces observe and report any evidence of water penetration and condensation observe and report any evidence of deterioration from insects, rot or fire COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 25

26 Appendix 6 INSULATION &VENTILATION: Satisfactory Not Satisfactory insulation and vapour barrier in accessible attics, crawl spaces, and unfinished basements ventilation of attics and unheated crawl spaces operate exhaust fan ventilation systems COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 26

27 Appendix 6 ELECTRICAL: Satisfactory Not Satisfactory service entrance cable and location main service panel, auxiliary panels panel over current protection and system grounding branch circuit wiring and related over current protection amperage and voltage ratings of the main service panel readily accessible and removable panel covers designed for homeowner access may be removed for inspection purposes test the operation of the ground fault circuit interrupters and installed smoke detectors randomly select and operate a representative number of permanently installed light fixtures and outlets outlets noted above are to be checked for polarity and grounding. All exterior outlets and those within five feet of plumbing fixtures will be checked for polarity and GFCI protection COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 27

28 Appendix 6 PERMANENTLY INSTALLED HEATING AND COOLING SYSTEMS: Satisfactory Not Satisfactory electric heaters furnace and distribution system, including fans, ducts, dampers, supports, filters insulation, registers and humidifiers boilers and distribution system, including pumps, piping, valves, supports, insulation, radiators and/or convectors flue piping, vents and chimneys heat recovery ventilator interior fuel storage equipment, supply piping, venting, supports and evidence of leakage cooling equipment and distribution system, including fans, ducts, dampers, supports, filters, insulation, registers and piping the presence of manufacturers built-in safety controls the presence of a heating source in each room test system using the thermostat or other similar standard operating controls readily accessible and removable panel covers designed for homeowner access may be removed for inspection purposes COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 28

29 Appendix 6 PLUMBING: Satisfactory Not Satisfactory water supply piping into house and within house, pipe supports and insulation fixtures, faucets and valves drain, waste and vent piping, pipe supports and insulation hot water heater, including in house fuel supply piping and isolation valves flue piping, vents and chimneys sumps and sump pumps observe and report on the presence of cross connections which could contaminate the potable water observe any leaks in the piping systems observe and report on the presence of manufacturer's built-in safety controls at water heater water volume and pressure should be tested by opening the faucets to obtain a reasonable flow of two (2) or more fixtures simultaneously and at various locations in the house water drainage should be tested by draining one or more fixtures simultaneously and at various locations in the house test the hot water heater using the thermostat or other standard operating control observe and report on the presence of manufacturer's built-in safety controls at hot water heater COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 29

30 Appendix 6 INTERIOR: Satisfactory Not Satisfactory floors, walls, ceilings, and trim fire separating walls and party walls stairs, guards, and railings solid fuel burning appliances, including fireplaces, and wood/gas stoves observe and report on the presence of smoke and CO detectors observe the condition of permanently installed counters and cabinets randomly select and operate, where reasonably accessible, a representative number of doors and windows observe and report on any evidence of water penetration and condensation test operation of smoke detectors with test button COMMENTS: The Assessor is required to comment on any unsatisfactory rating. Property Inspection Policy Page 30

31 Appendix 6 CONFIRMATION Inspection Assessor: This to confirm that I have completed the assessment of the Inspector-In-Training or Certified House Inspector Provisional named below and we have discussed my assessment with regard to accuracy and completeness of his/her inspection. The (check appropriate boxes) IIT - CHI(P) has passed - failed the Inspection Assessment. Comments are required from the Assessor for a Failed assessment. Comments: Name (Print): Date: Signature: CHI/CPI# Inspector-In-Training or Certified House Inspector (Provisional): This is to confirm that I have discussed the results of my assessment with the Inspection Assessor and I agree - I disagree with the assessment. Comments: Name (Print): Date: Signature: IIT or CHI(P) #: Property Inspection Policy Page 31