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Professional assistance

REGISTRATION OF NON-MEMBERS PROVIDING THE PROFESSIONAL ASSISTANCE OF INSPECTION IS REQUIRED

ACCEPTANCE INTO THE NON-MEMBER REGISTRY DOES NOT ALLOW AIC MEMBERS TO CO-SIGN WITH NON-MEMBERS

NOTE: Registration for Non-Members Providing Professional Assistance for Services not included in Definition 2.48: Professional Services is Not Required

Members relying on professional assistance for services outside Definition 2.48: Professional Services provided by other types of professionals (E.g.: Engineers, Accountants, Land Surveyors, Foresters, Agrologists, etc.) are not required to register them in the Non-Member Registry.

Eligibility

The non-member must be:

  1. An employee of an organization approved by the AIC

OR

  1. A member in good standing of a professional association approved by the AIC, and
    1. Hold the appropriate license/certification (if required), and
    2. Be a reputable, credible professional or tradesperson, and
    3. Be competent to perform the work, and
    4. Have appropriate experience and/or education, and
    5. Have appropriate professional liability insurance coverage

Membership in an Association/Organization/Order approved by the AIC for the provision of the professional assistance of inspection is only one part of eligibility.

Below are examples of Associations/Organizations/Orders and Licenses/Certifications that could meet with AIC approval for the provision of the professional assistance of inspection. They are provided for your reference. 

Home Inspectors

  • Ontario Building Officials Association
    • Certified Building Code Official (CBCO)
    • Building Code Qualified (BCQ)
  • Canadian Association of Home and Property Inspectors
    • National Certificate (NC)
    • Registered Home Inspector (RHI)
  • Consumer Protection BC (CPBC)
    • Home inspector license
  • Service Alberta
    • Home Inspector license
  • National Home Inspector Certification Council
    • National Home Inspector (NHI) designation
  • Ontario Association of Home Inspectors
    • Certified Home Inspector (CCHI)
    • Registered Home Inspector (RHI)

Appraisers

  • Appraisal Institute
    • MAI designation
    • SRA designation
  • American Society of Appraisers
    • Accredited Member (AM)
    • Accredited Senior Appraiser (ASA)
  • Canadian Personal Property Appraisal Group
    • Canadian Personal Property Appraiser (CPPA)
  • CNAREA
    • Designated Appraiser Residential (DAR)
    • Designated Appraiser Commercial (DAC)
  • The OEAQ
    • Évaluateur Agreé (ÉA) designation

Other Professions

  • Agrologist/Agronomes Canada
    • Provincial Designation of P.Ag
  • A Provincial Association of Certified Engineering Technicians and Technologists
    • Certified Engineering Technologists
  • The Real Estate Institute of Canada
    • Certified Reserve Fund Planner (CRP).
  • The Canadian Institute of Quantity Surveyors
    • Professional Quantity Surveyor (PQS)
  • A provincial Association of Architectural Technologists
    • Architectural Technologist
  • The Association des techniciens en évaluation foncière du Québec (ATEFQ)
    • Certificat en gestion immobilière et urbaine (Université Laval à Québec)
    • Certificat en immobilier (UQAM)
    • Certificat en évaluation et gestion immobilière (Université du Québec en Outaouais)
  • Certified Member or Associate Member of the Alliance of Canadian Building Officials Association
    • Certified Building Code Official CBCO
    • Building Code Qualified BCQ

Licenses/Certifications

  • Certificate of Practice within the meaning of the Architects Act.
  • Certificate of Authorization within the meaning of the Professional Engineers Act.
  • Registration as a Building Technologist under a provincial Act

BUSI 400 course outline and learning objectives are provided as a guideline.

Registration Process

To register a non-member to provide the Professional Assistance of inspection, an AIC Member must:

  1. Complete the Non-Member Registration Form (above)
  2. Include all required supporting documentation
  3. Submit the application package to ac.ad1563797307anaci1563797307a@ofn1563797307i1563797307
  4. If there is missing documentation or more information is required, you will be asked to provide it.
  5. The AIC will consider the application.
  6. You will be notified whether the AIC accepts or denies the application.
  7. If the application is accepted, the relationship will be entered into the Non-Member Registry.
  8. Non-Member Registry relationships must be renewed on an annual basis.
CUSPAP 2018 References and Definitions

Definitions:

2.9 Clerical Assistance: Clerical assistance involves support to the Member in the preparation of a report but does not include any assistance that would be properly classified as Professional Assistance.  Clerical assistance does not extend to inspection, selection of market data or assistance that leads to the analyses, opinions and conclusions in the report.  Examples of clerical assistance include: data collection; collating reports; preparing appendices, maps and sketches; spelling and grammar checking.

2.28 Inspection: An observation, site visit, walk through, viewing or non-invasive visual examination of the subject of a report including the property, any improvements on the property, any machinery and equipment included in the property, and the area adjacent to the property.

2.46 Professional Assistance: Support to the Member that has a direct and significant bearing on the outcome of an assignment including property inspections, analysis, and development of opinions and estimates.

2.47 Professional Association: An organization that is generally accepted within Canada as a reputable association and admits individuals on the basis of their academic qualifications, experience and ethical fitness, and requires compliance with professional standards of competence and ethics established or endorsed by the organization.

2.48 Professional Services: real property appraisal, review, consulting, reserve fund planning, machinery and equipment appraisal, and mass appraisal services which were rendered, or which should have been rendered, by a qualified, competent Member authorized under the Rules, By-laws, Regulations and CUSPAP.

Real Property Appraisal Standard Comment

7.26 Responsibility

7.26.1 By signing a report, a Member assumes responsibility for the report, including any Professional Assistance, unless limitations to responsibility have been outlined in the certification.

7.26.3 A Member may rely on Professional Assistance provided by a non-member in two instances:

7.26.3.i inspections which the Member would be qualified and competent to perform themselves and only if the non-member:

  • is an employee of an organization approved by the AIC; or
  • is a member in good standing of a Professional Association/Organization approved by the AIC; and
  • if required by provincial and/or national legislation/regulation, is licensed/certified to perform inspections; and
  • is a reputable and credible professional/tradesperson and competent to perform the inspection; and
  • has a minimum of ten years of experience relevant to inspection; or has education equivalent to or greater than UBC BUSI 400 Residential Property Analysis, Laval GUI-2103: Real estate and sustainable development, or Seneca RPA 306: Construction and Cost Techniques and
  • carries liability insurance for errors and omissions that is appropriate and adequate for inspection; and
  • is properly registered with the Member.

7.26.4 A Member is responsible for ensuring that any individual providing Professional Assistance, including inspections, in the preparation of a report meets the requirements outlined in sections 7.26.2and 7.26.3.

7.26.5 A Member must disclose in the certification of the report:

7.216.5.i all individuals who provided Professional Assistance; and

7.26.5.ii the extent of Professional Assistance.

7.26.6 An Extraordinary Assumption and/or a Limiting Condition regarding the Member’s reliance upon Professional Assistance provided by a non-member must be included in the certification of a report.

Professional Assistance FAQs

Who can provide Professional Assistance?

Professional Assistance for Professional Services as defined in CUSPAP

Who

Requirements

Service Type

AIC Members including:

  • Candidate Members
  • CRA Designated Members
  • AACI Designated Members
  • Active, in good standing
  • Paid their dues and insurance
  • Competent to take on the work
  • Not a student, retired, associate, or honorary member
  • Candidates have to be registered in the Co-signing Registry

Any professional assistance that is included in the definition of Professional Services:

  • Real property appraisal
  • Review
  • Consulting
  • Reserve fund planning
  • Machinery and equipment appraisal, and/or
  • Mass appraisal services

Non-member

  • Employee of an organization approved by the AIC
  • Inspection

Non-member

  • A member in good standing of a professional association approved by the AIC
  • Holds the appropriate license/certification (if required)
  • Reputable, credible professional or tradesperson
  • Competent to perform the work
  • Appropriate experience and/or education
  • Has appropriate professional liability insurance coverage
  • Inspection

Professional Assistance for Other Types of Professional Services

Who

Requirements

Some Examples of Service Types

Non-member

  • A member in good standing of a professional association
  • Holds the appropriate license/certification (if required)
  • Reputable, credible professional or tradesperson
  • Competent to perform the work
  • Be adequately insured for the assistance
  • Land survey
  • Financial statements
  • Cost estimates
  • Engineering survey
  •  
What Professional Assistance can be provided?
  • Members can provide:
    • Any professional service included in the definition of Professional Services in CUSPAP
  • Non-members cannot provide any professional service included in the definition of Professional Services in CUSPAP with the exception of inspection.
  • Non members can provide other forms of professional services such as:
    • Engineer,
    • Accountant,
    • Surveyor,
    • Contractor,
    • Agrologist, etc.

Insurance

  • Members have insurance
  • Non-members
    • Members must ensure that the non-member has appropriate professional liability insurance coverage for errors and omissions to indemnify against loss occurring as a result of the professional assistance they have provided
How is Professional Assistance reported in a report?
  • Does the person providing Professional Assistance sign the report?
    • No (see CUSPAP 5.4.9.).
  • Would a Candidate providing Professional Assistance sign the report?
    • The Candidate and Designated Member can determine what is most appropriate for the assignment. 
    • When the Candidate does not sign the report, Professional Assistance must be disclosed in the Certification.
  • The Member must document the type and extent of Professional Assistance in the Certification. Examples:
    • NAME, AIC Candidate Member, certifies he/she is a Member in good standing of the Appraisal Institute of Canada inspected the property on DATE.
    • NAME, certifies he/she is a member in good standing of the Association of Ontario Land Surveyors with professional liability insurance surveyed the property on DATE.
    • NAME, certifies he/she is a member in good standing of the Ontario General Contractors Association with professional liability insurance provided the cost estimate for the subject.
    • NAME, Evaluation Technician, certifies he/she is a member in good standing of Association des techniciens en évaluation foncière du Québec (ATEFQ) with professional liability insurance inspected the property on DATE.