Non-Member Professional assistance

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.

AIC Designated Members using non-members employed by a company/organization approved by the AIC who are employed in specific roles related directly to the inspection of real property.

The non-member employee of a company/organization approved by the AIC is not required to be registered individually with the AIC Designated Member in the AIC Non-Member Registry.

A COMPANY/ORGANIZATION’S APPROVAL BY THE AIC DOES NOT ALLOW AIC MEMBERS TO CO-SIGN WITH NON-MEMBERS

 

Non-Member PROFESSIONAL ASSISTANCE

AIC Designated Members may, in their sole discretion, rely on qualified non-members for professional assistance in certain specific instances:

1. For the Professional Assistance of Inspection if all requirements are met
2. For Professional Assistance not included in Definition 2.48 Professional Services

 

Use of Non-Members Employed by AIC-approved Organizations for Professional Assistance of Inspection

AIC Designated Members using non-members employed by a company/organization approved by the AIC who are employed in specific roles related directly to the inspection of real property.

The non-member employee of a company/organization approved by the AIC is not required to be registered individually with the AIC Designated Member in the AIC Non-Member Registry

A COMPANY/ORGANIZATION’S APPROVAL BY THE AIC DOES NOT ALLOW AIC MEMBERS TO CO-SIGN WITH NON-MEMBERS

Company Registration Form 

 

Registration Process

In order for a company/organization to be approved by the AIC, a representative of the company must:

1. 1. Complete the Company Registration Form 
   2. Include all required supporting documentation
      1. These include but are not limited to:
         1. Job Description(s) including required qualifications
         2. All in-house training programs related to the position or to inspection
         3. Certificate of insurance
   3. Submit the application package to [email protected]
   4. If there is missing documentation or more information is required, they will be asked to provide it.
   5. The application will be considered by a Taskforce appointed by the AIC Board.
   6. The applicant will be notified whether the AIC accepts or denies the application.
   7. If the application is accepted, the company will be added to the Companies Approved to Provide Inspection List.

• Registration must be renewed to coincide with the renewal of insurance coverage and will include a review of the organization’s previous history and performance.  Renewal will occur under the AIC policies that exist and apply at the time of renewal, which policies are subject to change at the AIC’s sole discretion.

 

Criteria:

The qualifications for the employees in specific roles related directly to the inspection of real property must include:

1. membership in good standing of a professional association approved by the AIC,

1. 1. 1. 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.
      2. List of Associations/Organizations/Orders 

AND

2. appropriate licensing/certification (if required),

AND

3. Appropriate professional liability insurance coverage

1. 1. 1. Insurance must provide liability coverage for errors and omissions to indemnify against loss occurring as a result of the professional assistance of inspection provided,

AND

4. Appropriate experience and/or education,

1. 1. 1. 10 years in a real property inspection related field

and/or

1. 1. 1. UBC BUSI 400 or equivalent

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

AND

5. a reputation as a credible professional or tradesperson,

AND

6. competence to perform the work.

 

 

Company/Organizations Approved to Provide Inspection List:

The following companies/organizations have met the criteria for approval and are currently approved by the AIC to provide inspection services ONLY:

• Veranova as a provider of inspection services to FCT
• Suncorp

Application to the AIC Non-Member Registry: AIC Designated Members wishing to use non-members who are not employed by a corporation approved by the AIC but who are individual contractors/professionals for the Professional Assistance of Inspection must apply to and be accepted in the AIC Non-Member Registry. 

AIC Designated Members using non-members for inspections without being properly registered in the AIC Non-Member Registry will not be in compliance with CUSPAP.

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

 

NON MEMBER REGISTRATION FORM 

 

Registration Process

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

1. 1. Complete the Non-Member Registration Form (above)
   2. Include all required supporting documentation
   3. Submit the application package to [email protected]
   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.

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Criteria:

The non-member must:

1. Be a member in good standing of a professional association approved by the AIC,
   – 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
   – List of Associations/Organizations/Orders
2. 1.  

AND

2. Hold the appropriate license/certification (if required),

AND

3. be a reputable, credible professional or tradesperson,

AND

4. be competent to perform the work,

AND

5. Have appropriate experience and/or education,

1. 1. 1. 10 years in a real property inspection related field
         and/or
      2. UBC BUSI 400 or equivalent

1. 1.  

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

AND

6. Have appropriate professional liability insurance coverage

1. 1. 1. Insurance must provide liability coverage for errors and omissions to indemnify against loss occurring as a result of the professional assistance of inspection they have provided.

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.

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

•  

• 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

• Does the non-member providing Professional Assistance (including inspection) 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.
•