1.1
目的--
本指南的目的是为进行
物业状况评估
的(PCA)
主要改进
在
商业地产
属性,通过执行
走查
以及按照本指南所述进行研究。
1.1.1
身体缺陷--
的目标
基线
的过程
财产状况评估
是识别和沟通
物质物理缺陷
到
使用者
.
1.1.2
漫游调查--
本指南概述了进行
走查
以识别
身体缺陷
,并推荐各种
建筑系统
和
建筑构件
应该是
观察
由
现场观察员
.
1.1.3
文件审查和访谈--
本指南的范围包括文件审查、研究和
访谈
以增强
走查
以帮助理解
标的物
和识别
身体缺陷
.
1.1.4
物业状况报告--
根据本指南完成PCA后产生的工作成果是
属性条件报告
(PCR)。PCR包含了在本指南的“漫游调查”、“文件审查”和“访谈”部分中获得的信息,包括
成本意见
对于
建议的补救措施
属于
观察到的身体缺陷
.
1.2
目标--
制定本指南的目标是:
(1)
为进行
物业状况评估
的(PCA)
主要改进
位于的地块上
商业地产
;
(2)
促进PCRs中一致和相关的内容;
(3)
为现场制定务实合理的建议和期望
观察
文件审查和研究,与开展PCAs和编制PCRs有关;
(4)
对PCRs建立合理的期望;
(5)
协助制定适当的行业护理标准
基线观测
和研究;和
(6)
的建议协议
顾问
用于通信
观察
、意见和建议
使用者
.
1.3
范围外注意事项和排除的活动--
本指南的使用严格限制在本文规定的范围内。部分
12
和
附录X1
为了提供信息,本指南确定了上可能存在的某些注意事项和物理条件
标的物
,以及超出本指南范围但可能值得缔约方考虑的某些活动或程序(并非包罗万象的清单)
商业房地产交易
以增强PCA。
用户
应该与知识渊博的人一起工作
顾问
以确定需要评估的其他考虑因素和关注点。由
使用者
。根据本指南进行PCA不需要对超出范围的考虑因素进行评估。
1.4
本指南的组织--
本指南由几个章节、一个附录和两(2)个附录组成。部分
1.
是范围。部分
3.
关于术语,包含本指南独有和非本指南独有的术语定义以及缩写词。部分
4.
列出了本指南的意义和用途,以及第节
5.
描述了用户的责任。小节
6.
通过
11
为PCR的主体提供指南,包括
走查
,的准备
成本意见
到地址
身体缺陷
,以及PCR的制备。部分
12
提供了有关超出范围的注意事项、活动和程序的其他信息(请参阅一节
1.3
).
附件A1
提供了与被视为本指南组成部分的特定资产类型相关的指南。
附录X1
描述了其他关注点a
使用者
可以在修改PCR的范围时考虑。
附录X2
和
附录X3
概述一种有限无障碍筛查的方法。
目录
1.
范围
1.1
意图
1.2
目标
1.3
范围外注意事项和排除的活动
1.4
本指南的组织
1.5
多栋建筑
1.6
安全问题
3.
术语
3.2
定义
3.3
缩写和首字母缩写
4.
意义和用途
4.1
使用
4.2
评估使用说明
4.3
原则
4.4
以前的PCR使用
4.5
先前PCR信息的使用
4.6
实际知识异常
4.7
合同问题
4.8
交战规则
5.
用户的责任
5.1
评估目标和范围
5.2
联系人
5.3
通道
5.4
用户披露
6.
物业状况评估
6.1
客观的
6.2
PCA组件
6.3
组件的协调
6.4
顾问的职责
7.
顾问
7.1
顾问的资格
7.2
外地观察员的人员配置
7.3
顾问的独立性
7.4
实地观察员的资格
7.5
PCR审查员的资格
7.6
现场观察者和PCR审查者可能是单个个体
7.7
不是专业的建筑或工程服务
8.
文件审查和访谈
8.1
客观的
8.2
验证他人提供的信息
8.3
准确性和完整性
8.4
政府机构提供的信息
8.5
调查前问卷
8.6
业主/用户提供的文件和信息
8.7
访谈
9
漫游调查
9.1
客观的
9.2
频率
9.3
照片
9.4
范围
9.5
其他注意事项
10
弥补物理缺陷的成本意见
10.1
意图
10.2
范围
10.3
成本属性意见
11
物业状况报告
11.1
总体安排
11.2
写入协议
11.3
文档
11.4
执行摘要
11.5
目的和范围
11.6
漫游调查
11.7
文件审查和访谈
11.8
其他注意事项
11.9
资格
11.10
限制条件
11.11
展览
12
范围外注意事项
12.1
活动除外项
12.2
保修、担保和法规遵从性除外条款
12.3
附加/一般注意事项
13
关键词
附件A1
指导和强化尽职调查服务
A1.1
多族特性
A1.2
商业办公楼
A1.3
零售建筑
附录X1
指导和强化尽职调查服务
X1.1
资格
X1.2
对基线流程的修改
附录X2
美国残疾人法案
附录X3
公平住房法案
1.5
多栋建筑--
如果
标的物
由多个建筑组成,本指南的目的是
主要改进
在一个PCR中进行了讨论。
1.6
本标准并不旨在解决与其使用相关的所有安全问题(如有)。本标准的使用者有责任在使用前制定适当的安全、健康和环境实践,并确定监管限制的适用性。
1.7
本国际标准是根据世界贸易组织技术性贸易壁垒委员会发布的《关于制定国际标准、指南和建议的原则的决定》中确立的国际公认的标准化原则制定的。
====意义和用途======
4.1
使用--
本指南旨在反映合理的
基线
在自愿基础上使用的PCAs的完成过程。并不意味着使用本指南需要以商业上谨慎和合理的方式进行PCA。
这个
基线
本指南中描述的过程具有中等程度的不确定性。因为的目标、风险承受能力、时间表和预算
用户
可能有很大的不同——PCA的水平不同
尽职调查
可以进行的比本指南更全面和更不全面的练习,可能适合实现的目标
使用者
。根据ASTM协议,本指南不推荐具体的行动方案或工作范围。
用户
应考虑其要求、PCA服务的目的及其风险承受能力,以完善评估范围
顾问
资格,以便为评估建立适当的目标。
4.2
评估使用说明:
4.2.1
特定时间点--
A.
使用者
应仅依赖于时间点的PCR
观察
并进行了研究。
4.2.2
特定于站点--
根据本指南编制的PCA是特定地点的,因为它与
身体状况
属于
主要改进
在一个特定的地块上
商业地产
。因此,本指南没有解决中的许多其他问题
商业房地产交易
如经济过时、购买商业实体,或
身体缺陷
与场外条件有关。
4.2.3
具体目标--
完成PCA是为了实现向
顾问
由
使用者
这个
顾问
应在使用主成分分析来解决任何其他目标之前进行咨询。
4.2.4
预期用户--
PCA通常是为缔约方使用而完成的。在某些情况下,经缔约方相互同意,可以将报告的使用或依赖范围扩大到其他缔约方。
其他人使用或依赖PCAs可能会侵犯缔约方的权利,无法实现此类未经授权方的目标。
4.3
原则--
以下原则是本指南不可分割的一部分。在解决歧义或行使赋予
使用者
或
顾问
在进行PCA时,或者在判断
使用者
或
顾问
已经进行
适当的调查
或者已经以其他方式进行了充分的PCA。
4.3.1
不确定性未消除--
没有主成分分析可以完全消除关于存在的不确定性
身体缺陷
以及的性能
建筑系统
或
建筑构件
。根据本指南制备PCR旨在减少但不是消除与
建筑系统
或
建筑构件
并减少此类故障的可能性
建筑系统
或
建筑构件
最初可能不是
观察
。本指南还承认了对工艺、原始安装质量以及任何给定组件或系统的RUL估计等问题所报告意见的固有主观性质。
用户
应该与他们的
顾问
考虑对主成分分析的范围进行修改,以减少不确定性。
4.3.2
建议的补救措施--
指南认识到
建议的补救措施
可以在时间限制下确定,无需借助
工程
计算、测试、探索性探测、材料的移除或重新定位、设计或其他
技术上详尽无遗
方法此外,可能还有其他替代方案或更合适的方案或方法来补救
身体缺陷
这个
建议的补救措施
通常是在熟悉的历史或实际表现的人没有详细知识的情况下形成的
建筑系统
或
建筑构件
.
4.3.3
在技术上并不详尽--
PCA不应被解释为
技术上详尽无遗
在某一点上,所获得的信息的成本,或进行PCA和准备PCR所需的时间,可能超过信息的有用性,事实上,可能是
布料
不利于有序和及时地完成
商业房地产交易
本指南的目的是试图在限制执行PCA固有的成本和时间需求与减少未知的不确定性之间找到平衡
身体缺陷
由于完成了额外的查询。
4.3.4
代表性意见--
进行的目的
代表性意见
是传达给
使用者
常见情况或预期情况的预期幅度。推荐
代表性观测
中提供了各种资产类型的数量
附件A1
;但是,如果在
顾问的
意见,建议
代表性意见
由于资产的同质性或其他适当的原因而不必要
现场观察员
可以调查足够的单位、区域、建筑物,
建筑系统
和
建筑构件
以便以合理的信心对以下人员的代表出席发表评论
身体缺陷
在这种重复或相似的区域,
建筑系统
和
建筑构件
。如果上有多个建筑
标的物
,并且它们在大致使用年限、用途、基本设计、材料和系统方面是同质的,本指南不要求
现场观察员
到
看到
这个
建筑系统
和
建筑构件
在每个单独的建筑物内描述或评论他们在PCR内的状况。描述和
观察
在PCR中提供的改进应被解释为代表所有类似的改进。
4.3.4.1
用户授权代表意见--
A.
使用者
可以授权
代表性意见
给定的必需
标的物
或特定
建筑系统
或
建筑构件
这样的
代表性意见
可能比本指南建议的更详细或更少
代表性意见
如中所述
附件A1
.
4.3.4.2
调查结果的推断--
顾问
可以合理推断
代表性意见
以及对所有典型区域或系统的发现
标的物
为了描述PCR内的这种条件并制备
成本意见
对于
建议的补救措施
.
4.3.5
尽职调查水平是可变的--
不是每个
标的物
将保证进行同样水平的评估。适当的评估水平以常设仲裁院的宗旨为指导;的类型
标的物
;进步的年龄;的专业知识和风险承受能力
使用者
;以及可用于准备和审查PCR中包含的意见的时间。
4.4
以前的PCR使用--
本指南承认,根据本指南编制的PCR可能包括以下信息
用户
和
顾问
可能希望使用以避免重复并降低成本。
因此,本指南包括帮助
用户
和
顾问
以确定使用这种信息的适当性。除了本指南其他地方包含的具体程序外,还应考虑以下内容:
4.5
先前PCR信息的使用--
先前包含的信息
属性条件报告
可能有助于理解
标的物
和规划
走查
以及完成当前PCR的研究。此类信息只能帮助
顾问
以满足本指南的要求,并协助
现场观察员
在中
走查
,研究,以及
现场观察员的
对的理解
标的物
;并应在完成当前评估期间进行验证。
4.5.1
与先前制备的PCR的比较--
聚合酶链式反应和先前制备的聚合酶链式反应之间的差异并不表明两种聚合酶链式反应都有缺陷。
使用者
要求和目标、PCR的目的、评估团队的资格和经验、完成PCR的可用时间、信息的获取和可用性、事后诸葛亮、新的或额外的信息、由于天气或现场条件的改善而提高的能见度、不在
停机
模式,特定
建筑系统
和
观察到的建筑构件
,以及其他因素可能会显著影响PCR的发现和意见。不应因为先前的主成分分析没有发现某种
身体缺陷
,或者因为
成本意见
在先前的PCR中是不同的。因为PCR包含对
标的物
的时间
走查
并且取决于
顾问
届时,应根据当时做出的判断的合理性以及在做出判断的情况下对PCR进行评估。
4.5.2
进行当前漫游调查--
至少,为了使PCR与本指南一致
走查
,
访谈
,以及建筑和
消防部门记录
用于录制
布料
应执行违规行为。
4.6
实际知识异常--
如果
使用者
或
顾问
进行PCA具有
实际知情
来自先前PCR的信息不准确,或者如果是
明显的
到
现场观察员
信息不准确,不应使用来自先前PCR的此类信息。
4.7
合同问题--
本指南承认,先前和之后可能存在合同义务和法律义务
用户
PCR,或之间
用户
和
顾问
其执行先前的PCR或两者。对此类合同义务的审议超出了本指南的范围。此外
使用者
应告知先前PCA的报告可能是出于PCR当前预期目的以外的目的编制的,并应确定先前PCA的合同目的和范围。
4.8
交战规则--
之间的合同和法律义务
使用者
和
顾问
(以及其他各方,如有)不在本指南的范围内。之间没有特定的法律关系
使用者
和
顾问
是在编写本指南时考虑的。
1.1
Purpose—
The purpose of this guide is to provide a framework for conducting a
property condition assessment
(PCA) of the
primary improvements
at
commercial real estate
properties by performing a
walk-through survey
and conducting research as outlined within this guide.
1.1.1
Physical Deficiencies—
The goal of the
baseline
process for
property condition assessments
is to identify and communicate
material physical deficiencies
to a
user
.
1.1.2
Walk-Through Survey—
This guide outlines procedures for conducting a
walk-through survey
to identify
physical deficiencies
, and recommends various
building systems
and
building components
that should be
observed
by the
field observer
.
1.1.3
Document Reviews and Interviews—
The scope of this guide includes document reviews, research, and
interviews
to augment the
walk-through survey
to assist with understanding the
subject property
and identification of
physical deficiencies
.
1.1.4
Property Condition Report—
The work product resulting from completing a PCA in accordance with this guide is a
property condition report
(PCR). The PCR incorporates the information obtained during the Walk-Through Survey, the Document Review and Interviews sections of this guide and includes
opinions of costs
for
suggested remedies
of
observed physical deficiencies
.
1.2
Objectives—
Objectives in the development of this guide are to:
(1)
provide a framework for conducting a
property condition assessment
(PCA) of the
primary improvements
located on a parcel of
commercial real estate
;
(2)
facilitate consistent and pertinent content in PCRs;
(3)
develop pragmatic and reasonable recommendations and expectations for site
observations
, document reviews and research associated with conducting PCAs and preparing PCRs;
(4)
establish reasonable expectations for PCRs;
(5)
assist in developing an industry standard of care for appropriate
baseline observations
and research; and
(6)
recommend protocols for the
consultants
for communicating
observations
, opinions, and recommendations in a manner meaningful to the
user
.
1.3
Out of Scope Considerations and Excluded Activities—
The use of this guide is strictly limited to the scope set forth herein. Section
12
and
Appendix X1
of this guide identify, for informational purposes, certain considerations and physical conditions that may exist on the
subject property
, and certain activities or procedures (not an all-inclusive list) that are beyond the scope of this guide but may warrant consideration by parties to a
commercial real estate transaction
to enhance the PCA.
Users
should work with a knowledgeable
consultant
to identify additional considerations and concerns to be evaluated. The decision to inquire into out-of-scope considerations or extend the assessment to include excluded activities is to be made by the
user
. No assessment of out-of-scope considerations is required for a PCA to be conducted in conformance with this guide.
1.4
Organization of This guide—
This guide consists of several sections, an Annex and two (2) Appendixes. Section
1
is the Scope. Section
3
on Terminology contains definitions of terms both unique to this guide and not unique to this guide, and acronyms. Section
4
sets out the Significance and Use of this guide, and Section
5
describes the User's Responsibilities. Sections
6
through
11
provide guidelines for the main body of the PCR, including the scope of the
walk-through survey
, preparation of the
opinions of costs
to address
physical deficiencies
, and preparation of the PCR. Section
12
provides additional information regarding out-of-scope considerations, activities, and procedures (see section
1.3
).
Annex A1
provides guidance relating to specific asset types that are considered as integral to this guide.
Appendix X1
describes additional concerns a
user
may consider in modification of the scope of the PCR.
Appendix X2
and
Appendix X3
outline an approach to limited accessibility screenings.
TABLE OF CONTENTS
1
Scope
1.1
Purpose
1.2
Objectives
1.3
Out of Scope Considerations and Excluded Activities
1.4
Organization of This guide
1.5
Multiple Buildings
1.6
Safety Concerns
3
Terminology
3.2
Definitions
3.3
Abbreviations and Acronyms
4
Significance and Use
4.1
Use
4.2
Clarification of Use of Assessments
4.3
Principles
4.4
Prior PCR Usage
4.5
Use of Prior PCR Information
4.6
Actual Knowledge Exception
4.7
Contractual Issues
4.8
Rules of Engagement
5
User's Responsibilities
5.1
Objectives and Scope of Assessment
5.2
Point of Contact
5.3
Access
5.4
User Disclosure
6
Property Condition Assessment
6.1
Objective
6.2
PCA Components
6.3
Coordination of Components
6.4
Consultant's Duties
7
The Consultant
7.1
Qualifications of the Consultant
7.2
Staffing of the Field Observer
7.3
Independence of the Consultant
7.4
Qualifications of the Field Observer
7.5
Qualifications of the PCR Reviewer
7.6
The Field Observer and PCR Reviewer May Be a Single Individual
7.7
Not a Professional Architectural or Engineering Service
8
Document Review and Interviews
8.1
Objective
8.2
Verification of Information Provided by Others
8.3
Accuracy and Completeness
8.4
Government Agency Provided Information
8.5
Pre-Survey Questionnaire
8.6
Owner/User Provided Documentation and Information
8.7
Interviews
9
Walk-Through Survey
9.1
Objective
9.2
Frequency
9.3
Photographs
9.4
Scope
9.5
Additional Considerations
10
Opinions of Costs to Remedy Physical Deficiencies
10.1
Purpose
10.2
Scope
10.3
Opinions of Costs Attributes
11
Property Condition Report
11.1
Format
11.2
Writing Protocols
11.3
Documentation
11.4
Executive Summary
11.5
Purpose and Scope
11.6
Walk-Through Survey
11.7
Document Reviews and Interviews
11.8
Additional Considerations
11.9
Qualifications
11.10
Limiting Conditions
11.11
Exhibits
12
Out of Scope Considerations
12.1
Activity Exclusions
12.2
Warranty, Guarantee, and Code Compliance Exclusions
12.3
Additional/General Considerations
13
Keywords
Annex A1
GUIDANCE AND ENHANCED DUE DILIGENCE SERVICES
A1.1
Multifamily Properties
A1.2
Commercial Office Buildings
A1.3
Retail Buildings
Appendix X1
GUIDANCE AND ENHANCED DUE DILIGENCE SERVICES
X1.1
Qualifications
X1.2
Modifications to the Baseline Process
Appendix X2
AMERICANS WITH DISABILITIES ACT (ADA) ABBREVIATED ADA SCREENING
Appendix X3
FAIR HOUSING ACT (FHA) ABBREVIATED FHA SCREENING
1.5
Multiple Buildings—
If the
subject property
is comprised of multiple buildings, it is the intent of this guide that all of the
primary improvements
are discussed in one PCR.
1.6
This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.
1.7
This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
====== Significance And Use ======
4.1
Use—
This guide is intended to reflect a reasonable
baseline
process for the completion of PCAs for use on a voluntary basis. No implication is intended that use of this guide be required to have conducted a PCA in a commercially prudent and reasonable manner. The
baseline
process described in this guide is subject to a moderate level of uncertainty. Because the objectives, risk tolerance, schedule, and budget of
users
can be dramatically different there are varying levels of PCA and
due diligence
that can be exercised that are both more and less comprehensive than this guide that may be appropriate to meet the objectives of the
user
. In accordance with ASTM protocols, this guide does not recommend a specific course of action or scope of work.
Users
should consider their requirements, the purpose that the PCA is to serve, and their risk tolerance to refine the scope of assessment and
consultant
qualifications in order to establish appropriate objectives for the assessment.
4.2
Clarification of Use of Assessments:
4.2.1
Specific Point in Time—
A
user
should only rely on the PCR for the point in time that the
observations
and research were conducted.
4.2.2
Site-Specific—
The PCA prepared in accordance with this guide is site-specific in that it relates to the
physical condition
of
primary improvements
on a specific parcel of
commercial real estate
. Consequently, this guide does not address many additional issues in
commercial real estate transactions
such as economic obsolescence, the purchase of business entities, or
physical deficiencies
relating to off-site conditions.
4.2.3
Specific Objectives—
PCAs are completed to address specific objectives identified to the
consultant
by the
user
. The
consultant
should be consulted prior to use of the PCA to address any other objective.
4.2.4
Intended Users—
PCAs are typically completed for use by contracting parties. In some cases, the use of or reliance on reports may be extended to additional parties by mutual agreement of the contracting parties. Use of or reliance on PCAs by others may violate the rights of contracting parties and fail to satisfy the objectives of such unauthorized parties.
4.3
Principles—
The following principles are an integral part of this guide. They are intended to be referred to in resolving ambiguity, or in exercising discretion accorded the
user
or
consultant
in conducting a PCA, or in judging whether a
user
or
consultant
has conducted
appropriate inquiry
or has otherwise conducted an adequate PCA.
4.3.1
Uncertainty Not Eliminated—
No PCA can wholly eliminate the uncertainty regarding the presence of
physical deficiencies
and the performance of
building systems
or
building components
. Preparation of a PCR in accordance with this guide is intended to reduce, but not eliminate, the uncertainty regarding the potential for
building system
or
building component
failure and to reduce the potential that such
building system
or
building component
may not be initially
observed
. This guide also recognizes the inherent subjective nature of reported opinions as to such issues as workmanship, quality of original installation, and estimating the RUL of any given component or system.
Users
should work with their
consultant
to consider modifications to the scope of the PCA that may reduce uncertainties.
4.3.2
Suggested Remedies—
The guide recognizes that a
suggested remedy
may be determined under time constraints, formed without the aid of
engineering
calculations, testing, exploratory probing, the removal or relocation of materials, design, or other
technically exhaustive
means. Furthermore, there may be other alternatives or more appropriate schemes or methods to remedy a
physical deficiency
. The
suggested remedies
are generally formed without detailed knowledge from those familiar with the historical or actual performance of the
building system
or
building component
.
4.3.3
Not Technically Exhaustive—
The PCA is not intended to be construed as
technically exhaustive
. There is a point at which the cost of information obtained, or the time required to conduct the PCA and prepare the PCR, may outweigh the usefulness of the information and, in fact, may be a
material
detriment to the orderly and timely completion of a
commercial real estate transaction
. It is the intent of this guide to attempt to identify a balance between limiting the costs and time demands inherent in performing a PCA and reducing the uncertainty about unknown
physical deficiencies
resulting from completing additional inquiry.
4.3.4
Representative Observations—
The purpose of conducting
representative observations
is to convey to the
user
the expected magnitude of commonly encountered or anticipated conditions. Recommended
representative observation
quantities for various asset types are provided in
Annex A1
; however, if in the
consultant’s
opinion, the recommended
representative observations
are unwarranted as a result of homogeneity of the asset or other reasons deemed appropriate, the
field observer
may survey sufficient units, areas, buildings,
building systems
, and
building components
so as to comment with reasonable confidence as to the representative presence of
physical deficiencies
at such repetitive or similar areas,
building systems
, and
building components
. If there is more than one building on the
subject property
, and they are homogeneous with respect to approximate age, use, basic design, materials, and systems, it is not a requirement of this guide for the
field observer
to
observe
the
building systems
and
building components
within each individual building to describe or comment on their condition within the PCR. The descriptions and
observations
provided in the PCR are to be construed as representative of all similar improvements.
4.3.4.1
User-Mandated Representative Observations—
A
user
may mandate the
representative observations
required for a given
subject property
or a particular
building system
or
building component
. Such
representative observations
may be more or less detailed than this guide's recommended
representative observations
as provided in
Annex A1
.
4.3.4.2
Extrapolation of Findings—
Consultant
may reasonably extrapolate
representative observations
and findings to all typical areas or systems of the
subject property
for the purposes of describing such conditions within the PCR and preparing the
opinions of costs
for
suggested remedies
.
4.3.5
Level of Due Diligence is Variable—
Not every
subject property
will warrant the same level of assessment. The appropriate level of assessment is guided by the purpose the PCA is to serve; type of
subject property
; age of the improvements; expertise and risk tolerance of the
user
; and time available for preparing and reviewing the opinions contained in the PCR.
4.4
Prior PCR Usage—
This guide recognizes that PCRs prepared in accordance with this guide may include information that subsequent
users
and
consultants
may want to use to avoid duplication and to reduce cost. Therefore, this guide includes procedures to assist
users
and
consultants
in determining the appropriateness of using such information. In addition to the specific procedures contained elsewhere in this guide, the following should be considered:
4.5
Use of Prior PCR Information—
Information contained in prior
property condition reports
may be helpful to assist in understanding the
subject property
and planning the
walk-through survey
and research for the completion of a current PCR. Such information should serve only as an aid to a
consultant
in fulfilling the requirements of this guide and to assist the
field observer
in the
walk-through survey
, research, and the
field observer’s
understanding of the
subject property
; and should be verified during the completion of a current assessment.
4.5.1
Comparison with a Previously Prepared PCR—
Discrepancies between a PCR and a previously prepared PCR are not indicative that either PCR is deficient.
User
requirements and objectives, the purpose of the PCR, qualifications and experience of the assessment team, time available to complete the PCR, access to and availability of information, hindsight, new or additional information, enhanced visibility because of improved weather or site conditions, equipment not in a
shutdown
mode, specific
building systems
and
building components observed
, and other factors may significantly impact the findings and opinions of the PCR. It should not be concluded or assumed that a previous PCR was deficient because the previous PCA did not discover a certain
physical deficiency
, or because
opinions of costs
in the previous PCR are different. Because a PCR contains a representative indication of the condition of the
subject property
at the time of the
walk-through survey
and is dependent on the information available to the
consultant
at that time, the PCR should be evaluated on the reasonableness of judgments made at the time and under the circumstances in which they are made.
4.5.2
Conducting Current Walk-Through Surveys—
At a minimum, for a PCR to be consistent with this guide, a new
walk-through survey
,
interviews
, and solicitation and review of building and
fire department records
for recorded
material
violations should be performed.
4.6
Actual Knowledge Exception—
If the
user
or
consultant
conducting a PCA has
actual knowledge
that the information from a prior PCR is not accurate, or if it is
obvious
to the
field observer
that the information is not accurate, such information from a prior PCR should not be used.
4.7
Contractual Issues—
This guide recognizes that contractual and legal obligations may exist between prior and subsequent
users
of PCRs, or between
users
and
consultants
who performed prior PCRs, or both. Consideration of such contractual obligations is beyond the scope of this guide. Furthermore, a subsequent
user
of a prior PCA should be apprised that the report may have been prepared for purposes other than the current desired purpose of the PCR and should determine the contractual purpose and scope of the prior PCA.
4.8
Rules of Engagement—
The contractual and legal obligations between a
user
and
consultant
(and other parties, if any) are outside the scope of this guide. No specific legal relationship between the
user
and
consultant
was considered during the preparation of this guide.