A pre-delivery inspection (PDI) is mandatory for all new homes enrolled with Tarion. The main purpose of the PDI is to document the condition of the home prior to possession or occupancy. The PDI is also an opportunity to acquaint your customer with their new home; review home maintenance procedures; discuss the warranty process and next steps for addressing items that require attention; and reinforce the positive relationship you have built with them.
The PDI Form
The PDI Form is designed to capture deficiencies in the home at the time of possession, including items inside and outside the home that are incomplete, damaged, missing, or not operational, or items that cannot be assessed because they are obscured from view or are inaccessible.
You have the option to use Tarion's standard Pre-Delivery Inspection Form (PDI Form) or your own PDI Form (provided it contains, at minimum, all of the information that is contained in Tarion's form).
The completed PDI Form is a formal record of the home’s condition before the purchaser takes possession. It will be used as a reference for future warranty service requests. Be sure to complete the PDI Form clearly and ensure that the purchaser signs and initials any and all changes.
Who can attend the PDI?
The Customer Service Standard outlined in Registrar Bulletin 1 allows a purchaser to attend the PDI with a designate or appoint a designate to attend the PDI in their place. There is no restriction as to who the designate may be, so a professional home inspector or any other person is permitted to attend the PDI either with the purchaser or in their place as a designate.
Purchasers who wish to send a designate in their place should complete Tarion’s Appointment of Designate for the Pre-Delivery Inspection Form and provide a copy to you before or at the PDI. This form authorizes the designate to sign and deliver documents on the purchaser’s behalf.
You may conduct a PDI without the purchaser present if you have made best efforts to arrange the inspection but neither the purchaser nor a designate can attend. Your best effort should include:
- Contacting the purchaser well in advance to set up a mutually convenient time;
- Providing the purchaser with a few reasonable choices of date and time; and
- Explaining to the purchaser that he/she can send a designate instead of attending personally.
If you conduct a PDI without the purchaser present, you should make note of this on the PDI Form as well as the Certificate of Completion and Possession.
How to conduct the PDI
- Ensure that you set aside enough time. As a general rule, the inspection may take up to one hour for every 1,000 square feet.
- Begin the inspection at either the highest or lowest point of the home (i.e., attic or basement) and work systematically from room to room until every area of the home has been inspected. Devote as much time as necessary to inspecting the exterior as the interior, assessing the exterior finishes and the driveway, walkways, decks and patios, as well as landscaping. Test and demonstrate all of the home’s features and systems.
- Note on the PDI Form anything damaged, missing, incomplete or not in good operating condition. Also note items that cannot be inspected, because for example they are dirty or inaccessible.
- Be sure to note any “substitutions” of items referred to in, or to be selected under, the Agreement of Purchase and Sale.
- Condominium builders should remind purchasers/designates which parts of their unit are covered under the common elements warranty for the condominium project and, therefore, are not part of the PDI for their unit. This can include, for example, the heating system and even some of the exterior items in the unit like the windows. The condominium Board of Directors will complete a separate PDI for the common elements.
- Confirm the Date of Possession with the purchaser/designate, and write it on the PDI Form.
- Sign the completed PDI Form and ensure the purchaser/designate also signs it. Purchasers who intend to designate someone to conduct the PDI in their place should ensure they provide written authority allowing the designate to sign the PDI Form on their behalf.
- Provide a copy of the completed PDI Form to the purchaser/designate.
- Maintain in your records a copy of the PDI Form to provide upon request to the purchaser/designate or Tarion in the future.
The Certificate of Completion and Possession/Warranty Certificate (CCP/WC)
On the pre-delivery inspection date, you are also required to complete and sign the CCP/WC. You must submit the completed CCP/WC to Tarion within 15 days of the date of possession.
Resolving PDI items
You should aim to address PDI items as soon as possible after the inspection and, if possible, before the owner moves in. Tarion advises new owners to report any unresolved PDI items at the time of occupancy on their first warranty claim form. For more information about the warranty claim process, click here.