Worldwide ERC® Statement of Use:

Relocation Property Assessment

The following Worldwide ERC® Relocation Property Assessment form may be used in any state
so long as the Client is in agreement with its use. Worldwide ERC® makes no representations
regarding the form or its suitability for use in any specific situation. Feedback on its use is
encouraged.

The form is copyright © 2018 by Worldwide ERC® which reserves all rights. It cannot be
published, reproduced, changed, or modified except according to the terms set forth below. Any
other use constitutes copyright infringement.

1. Members of Worldwide ERC® are granted a no-cost, nonexclusive, limited license solely
for the use of the form in the regular course of their business. They may publish the
form, when filled out in specific cases, with their own logo and/or title so long as the
Worldwide ERC® copyright and version number appear unaltered on each page. Use of
this form constitutes acceptance in full of the license terms.

2. Members of Worldwide ERC® that publish, license, lease, or sell software or formbooks
(including printed forms) which are branded to specifications of, and for sole use by, the
licensees or purchasers – cannot charge a sublicense fee for this form when licensed to
an inspection company or corporate member of Worldwide ERC®; in this case, the
publisher will not be charged a license fee for that software or formbook only. Notification
and permission of such use must be secured in advance from Worldwide ERC® as its
procedures and requirements may apply.

3. Members of Worldwide ERC® that publish, license, lease, or sell software or formbooks
(including printed forms) which are not branded to specifications of a member described
in paragraph 2 must first contact Worldwide ERC® at the address below to secure a paid,
written license to use the form according to the terms that may apply.

4. All members of Worldwide ERC® may use the “For instructional purposes only”
watermarked form for non-commercial training purposes without fee.

5. All other uses require a paid license from Worldwide ERC®.

Terms that apply to all uses of this form:

The form may not be sublicensed without a license and permission from Worldwide ERC®.
Worldwide ERC® reserves the right to modify the form at any time with or without notice, and to
revoke this license at any time for any reason.

Worldwide ERC®
4401 Wilson Boulevard, Suite 510
Arlington, VA 22203 USA
+1 703 842 3400 (USA headquarters main number)
www.WorldwideERC.org
 Worldwide ERC® Relocation Property Assessment
IMPORTANT INFORMATION: Please Read Carefully
This document is a Property Assessment. It is not a buyer’s home inspection.
This document should not be used in place of nor be mistaken for a general home inspection or specialty type inspection
performed by a licensed or trades professional (e.g., professional home inspector, engineer, pest control operator,
electrician, plumber, roofer or HVAC specialist, pool/spa specialist, etc.). This Property Assessment was prepared
exclusively and for the sole use of the Client identified below (the “Client”) under an established business-to-business
relationship for the specific purposes of assisting with the relocation of an employee. It is not intended for use, nor is it
to be relied upon, by any party other than the Client, including, but not limited to, buyers, sellers, lenders, real estate
brokers/agents, and/or appraisers.
The Client may be required to provide this Property Assessment to other parties in order to comply with disclosure
obligations under applicable federal, state and/or local law(s); however, no disclosure of this Property Assessment to other
parties, including prospective buyers, shall be deemed to create or give rise to a duty of care or performance on the part
of the Property Assessment Provider identified below or the Client toward such other parties. Accordingly, no party other
than the Client may rely upon or be influenced by this Property Assessment when considering the property. The Property
Assessment Provider prepared this Property Assessment in accordance with Client directives and based it on findings
gathered at the property address identified below and other property information sources.

1. GENERAL INFORMATION

File #: ________________________________ Client: ________________________________________________________

Contact: ______________________________________ Phone: ______________________ Fax: ______________________

E-mail address: _______________________________________________________________________________________

Client Address: ________________________________________________________________________________________

City/State/Postal Code: _________________________________________________________________________________

Transferee(s): _________________________________________________________________________________________

Transferee Property Address: ____________________________________________________________________________

City/State/Postal Code: _________________________________________________________________________________

Property Assessment Provider: __________________________________________Job/File #: ________________________

Provider Address: _____________________________________________________________________________________

City/State/Postal Code:__________________________________________________________________________________

Contact: _______________________________________ Phone: _____________________ Fax: ______________________

E-mail address: _______________________________________________________________________________________

Date: _________ Time: _________ Weather: _________ Temp: __________Estimated Age of Main Dwelling (yrs):_________

Parties Present at Time of Assessment: ___________________________________________ Occupied: ‡ Yes ‡ No

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2018, Worldwide ERC®
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 2. PURPOSE AND SCOPE OF THE RELOCATION PROPERTY ASSESSMENT
To provide a professional opinion of a relocating employee’s main dwelling and its immediate surrounding area in its “as is”
condition, as of the date of assessment, limited to the definitions and guidelines as established by the Client and within this
Property Assessment document.

3. OBJECTIVE OF THE RELOCATION PROPERTY ASSESSMENT

To provide the Client with data about a relocating employee’s main dwelling and its immediate surrounding area, based on a
visual assessment of items identified by category in this Property Assessment document.

4. DEFINITION OF THE RELOCATION PROPERTY ASSESSMENT

A visual, non-invasive evaluation and status of the items identified by category on the ensuing pages. The reporting of apparent
defects (not cosmetic deficiencies) that call for corrective action is limited to three categories: 1) structure; 2) unsafe or
hazardous conditions; and 3) inoperative systems or appliances.

1. Structure: A load-bearing member of a building (including, but not limited to, footings, foundation walls, posts, beams, floor
joists, bearing walls, or roof framings) is to be reported as defective if it has one or more of these characteristics:

• Abnormal cracking or splitting;

• Unusual settlement;
• Deterioration such as rot or pest infestation damage;
• Improper alignment or structural integrity compromised by modification or abuse; or
• Other characteristics that affect the building’s structural integrity.

2. Unsafe or Hazardous Conditions: Any item that is identified as a safety defect or a hazard, the presence or absence of which
would be dangerous. Unless directed by the Client, the reporting of the possible presence of lead based paint, asbestos, urea-
formaldehyde foam insulation, radon, electromagnetic radiation, toxic wastes, molds or fungus, and other environmental or
indoor air pollutants are outside the scope of this Property Assessment.

3. Inoperative Systems and Appliances: Any installed systems or built-in appliances that do not operate properly or perform
their intended function in response to normal use.

Unless directed by the Client, the following areas are outside the scope of this assessment: (i) cosmetic deficiencies; (ii)
deferred maintenance items; (iii) the condition of on-site waste and water systems; (iv) the condition of underground fuel
storage tanks; (v) the quality of the water supply; (vi) geological hazards such as floods, erosion, earthquakes, landslides,
mudslides and volcanoes; and (vii) governmental or lender requirements. Furthermore, this Property Assessment is not a
representation of compliance or noncompliance with federal, state, or local government regulations and codes (e.g., building
codes, zoning ordinances, energy efficiency ratings, addition or remodeling permits, etc.).

Estimated costs to correct items identified in this Property Assessment as defective and/or items that may require attention
are not bids and do not give rise to performance obligations on the part of the Property Assessment Provider. The Property
Assessment Provider is not engaged in the business of providing repair; renovation or improvement services; as such, the
Property Assessment Provider has not and cannot determine the actual cost of any repairs, renovations or improvements that
may be advised or desired. The cost estimates reflect national, state and/or local cost averages as derived from the review
of cost estimator manuals and other information sources by the Property Assessment Provider; all cost estimates should be
followed by firm quotes or bids from qualified, reputable contractors.

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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 5. STATUS DEFINITIONS
For each category, when applicable, rate the status of each item by checking the box as follows:
Acceptable: The item is performing its intended function as of the date of the assessment.
Not Present: The item does not exist in the structure being assessed.
Not Assessed: The item was not assessed because of inaccessibility or seasonal impediments.
Defective: The item is either: structurally unsound; unsafe or hazardous; or inoperative, as defined in Section 4 above.
Please include comments in the corresponding “Remarks” column
for those items rated as Defective or Not Assessed.

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LOTS & GROUNDS (LG)
1 ‡ ‡ ‡ ‡ Walks
2 ‡ ‡ ‡ ‡ Stoops/Steps
3 ‡ ‡ ‡ ‡ Patio
4 ‡ ‡ ‡ ‡ Deck/Balcony
5 ‡ ‡ ‡ ‡ Porch
6 ‡ ‡ ‡ ‡ Retaining Walls
7 SURFACE WATER CONTROL
8 ‡ ‡ ‡ ‡ Grading
9 ‡ ‡ ‡ ‡ Swales
10 ‡ ‡ ‡ ‡ Basement Stairwell Drain
11 ‡ ‡ ‡ ‡ Window Wells
12 ‡ ‡ ‡ ‡ Exterior Surface Drain

ROOF (R)
1 METHOD OF ASSESSMENT:
2 ‡ ‡ ‡ ‡ #1 Approx. Age: Design Life:
3 ‡ ‡ ‡ ‡ #2 Approx. Age: Design Life:
4 ‡ ‡ ‡ ‡ #3 Approx. Age: Design Life:
5 ‡ ‡ ‡ ‡ #4 Approx. Age: Design Life:
6 ‡ ‡ ‡ ‡ #5 Approx. Age: Design Life:
7 ‡ ‡ ‡ ‡ Flashing
8 ‡ ‡ ‡ ‡ Skylights
9 ‡ ‡ ‡ ‡ Chimney
10 ROOF WATER CONTROL:
11 ‡ ‡ ‡ ‡ Gutters
12 ‡ ‡ ‡ ‡ Downspouts & Extensions

Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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Item Remarks
EXTERIOR SURFACES (ES)
1 ‡ ‡ ‡ ‡ #1
2 ‡ ‡ ‡ ‡ #2
3 ‡ ‡ ‡ ‡ #3
4 ‡ ‡ ‡ ‡ Trim
5 ‡ ‡ ‡ ‡ Fascia
6 ‡ ‡ ‡ ‡ Soffitts
7 ‡ ‡ ‡ ‡ Windows

GARAGE/CARPORTS (G/C)
1 ‡ Garage ‡ Carport: ‡ Attached ‡ Detached
2 ‡ ‡ ‡ ‡ Door Operation
3 ‡ ‡ ‡ ‡ Automatic Door Opener
4 ‡ ‡ ‡ ‡ Condition

STRUCTURES (S)
1 ‡ ‡ ‡ ‡ Foundation
2 ‡ ‡ ‡ ‡ Beams
3 ‡ ‡ ‡ ‡ Bearing Walls
4 ‡ ‡ ‡ ‡ Joists/Trusses
5 ‡ ‡ ‡ ‡ Piers/Posts
6 ‡ ‡ ‡ ‡ Floor/Slab
7 ‡ ‡ ‡ ‡ Hand Rails

ATTIC (A)
1 METHOD OF ASSESSMENT:
2 ‡ ‡ ‡ ‡ Roof Framing
3 ‡ ‡ ‡ ‡ Sheathing
4 ‡ ‡ ‡ ‡ Ventilation
5 ‡ ‡ ‡ ‡ Attic Fan
6 ‡ ‡ ‡ ‡ Whole House Fan
7 ‡ ‡ ‡ ‡ Evidence of water penetration? ‡ Yes ‡ No If yes, describe:

Client: Client File #:

BASEMENT (B

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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Item Remarks
BASEMENT (B)
1 ‡ ‡ ‡ ‡ Sump Pump
2 ‡ ‡ ‡ ‡ Floor
3 ‡ ‡ ‡ ‡ Heat
4 ‡ ‡ ‡ ‡ Evidence of water penetration? ‡ Yes ‡ No If yes, describe:

CRAWL SPACE (CS)

1 METHOD OF ASSESSMENT:
2 ‡ ‡ ‡ ‡ Moisture
3 ‡ ‡ ‡ ‡ Access
4 ‡ ‡ ‡ ‡ Evidence of water penetration? ‡ Yes ‡ No If yes, describe:

ELECTRICAL (E)
1 Amps: _________________Volts:___________________________
2 ‡ ‡ ‡ ‡ Service Cable
3 ‡ ‡ ‡ ‡ Panel
4 ‡ ‡ ‡ ‡ Branch Circuits
5 ‡ ‡ ‡ ‡ Ground
6 ‡ ‡ ‡ ‡ Wire Conductor
7 ‡ ‡ ‡ ‡ GFI
8 ‡ ‡ ‡ ‡ Smoke Detector
9 Is the size of the incoming electrical service adequate to meet the needs of the dwelling? ‡ Yes ‡ No

Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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Item Remarks
HEATING SYSTEMS (HS)
1 Primary:___________________ Approx. Age: ________ Design Life:______
2 Additional:_________________ Approx. Age: ________ Design Life:______
3 Fuel(s)
4 ‡ ‡ ‡ ‡ Primary Operation
5 ‡ ‡ ‡ ‡ Additional Operation
6 ‡ ‡ ‡ ‡ Draft Control
7 ‡ ‡ ‡ ‡ Exhaust System
8 ‡ ‡ ‡ ‡ Distribution
9 ‡ ‡ ‡ ‡ Fuel Tank/Lines
10 ‡ ‡ ‡ ‡ Thermostat
11 ‡ ‡ ‡ ‡ Blower
12 ‡ ‡ ‡ ‡ Humidifier
13 ‡ ‡ ‡ ‡ Heat Exchanger
14 ‡ ‡ ‡ ‡ Pressure Relief Valve(s)
15 ‡ ‡ ‡ ‡ Circulator Pump

AIR CONDITIONING SYSTEM (AC)

AIR CONDITIONING SYSTEM (AC)
1 Type:___________________________ Fuel: ________________________
2 Approx. Age:_____________________ Design Life: ___________________
3 ‡ ‡ ‡ ‡ System

Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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Item Remarks
PLUMBING (P)
1 Water Source: ‡ Public ‡ Private ‡ Undetermined How Verified? ___________
2 Sewage Service: ‡ Public ‡ Private ‡ Undetermined How Verified? ___________
3 Water Service On? ‡ Yes ‡ No
4 ‡ ‡ ‡ ‡ Water Pipes
5 ‡ ‡ ‡ ‡ Drain Pipes
6 ‡ ‡ ‡ ‡ Vent Pipes
7 ‡ ‡ ‡ ‡ Laundry Tub
8 ‡ ‡ ‡ ‡ Water Pressure
9 ‡ ‡ ‡ ‡ Toilet
10 ‡ ‡ ‡ ‡ Tub/Shower
11 ‡ ‡ ‡ ‡ Exhaust Fan
12 ‡ ‡ ‡ ‡ Sink
13 WATER HEATER : Approx Age (yrs): Approx Design Life (yrs):
14 ‡ ‡ ‡ ‡ Water Heater
15 ‡ ‡ ‡ ‡ Exhaust System
16 ‡ ‡ ‡ ‡ Temperature/Pressure Relief Valve

ON-SITE SEWAGE DISPOSAL (SD)

1 ‡ ‡ ‡ ‡ System Operation

WELL (W)
1 ‡ Private ‡Community:___________________________________
2 ‡ ‡ ‡ ‡ Pump
3 ‡ ‡ ‡ ‡ Shower Pressure (Top Floor)
4 Water sample sent to the lab? ‡ Yes ‡ No Date Sent: _____________
5 Is there minimum flow of 3 gallons per minute (gpm) after 30 minutes? ‡ Yes ‡ No
6 If no, state the number of gallons per minute after 30 minutes: (gpm)

Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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Item Remarks
POOL AND HOT TUB (P/T)
1 Pool Type:________________________ Hot Tub Type:________________
2 ‡ ‡ ‡ ‡ Pool
3 ‡ ‡ ‡ ‡ Deck/Apron
4 ‡ ‡ ‡ ‡ Heater
5 ‡ ‡ ‡ ‡ Pump
6 ‡ ‡ ‡ ‡ Filter
7 ‡ ‡ ‡ ‡ Fence
8 ‡ ‡ ‡ ‡ Hot Tub

FIREPLACE (F)
1 ‡ ‡ ‡ ‡ Fireplace
2 ‡ ‡ ‡ ‡ Free-standing Stove
3 ‡ ‡ ‡ ‡ Fireplace Insert
4 ‡ ‡ ‡ ‡ Flue

KITCHEN (K)
1 ‡ ‡ ‡ ‡ Cooking Appliances
2 ‡ ‡ ‡ ‡ Disposal
3 ‡ ‡ ‡ ‡ Dishwasher
4 ‡ ‡ ‡ ‡ Ventilator
5 ‡ ‡ ‡ ‡ Other Built-ins:

FINAL COMMENTS
Were any other unsafe or hazardous conditions observed during the assessment that are not specifically designated on this
Property Assessment document? ‡ Yes ‡ No
If yes please explain:

Number of additional pages appended to this Property Assessment: ___________

The Property Assessment Provider identified below hereby certifies adherence to the terms of the assignment as set forth in
the Definitions.
Property Assessment Provider Name (Please print or type):_____________________________Date:_____________
Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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 RELOCATION PROPERTY ASSESSMENT SUMMARY/COST ESTIMATE
Record on this summary page the corrective action(s) required for all items determined to be defective, including
the estimated cost of repairs, and explain any items reported as “Not Assessed.” As noted in Section 4 above,
these estimates are not bids, nor intended to be used as such.

Section Remarks Estimated Costs*

Total Estimated Cost

Transferee(s): Client File#:
Transferee Property Address: Client:
City/State/Postal Code:
*Estimated costs to correct items identified in this Property Assessment as defective and/or items that may
require attention are not bids and do not give rise to performance obligations on the part of the Property
Assessment Provider. Not provided in localities where prohibited.
Client: Client File #:

RELOCATION PROPERTY ASSESSMENT

THIS DOCUMENT IS NOT INTENDED FOR USE NOR IS IT TO BE RELIED UPON BY ANY
PARTY OTHER THAN THE CLIENT
© 2021, Worldwide ERC®
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