Phase I Environmental Site Assessment Practices For Commercial Real Estate: Phase I Site Assessment & Transaction Screen

Early Bird Special

ASTM automatically applies a discount of 10% when participants register 90 days before the start of the class.
*After the early bird period expires, registrations are subject to standard pricing.

About the Course

This course covers the ASTM Environmental Site Assessment Standard Practices for the Phase I Site Assessment Process (E1527) and the Transaction Screen Process (E1528). You will gain an understanding of how to use the standards and how the standards affect the way you do business.

The instructor will also discuss the "Landowner Liability Protections" under the Comprehensive Environmental Response, Compensation and Liability Act (CERCLA), and why due diligence is necessary. Coverage includes discussion of the changes to the E1527 standard as well as the Small Business Liability Relief and Brownfields Revitalization Act.

This course can be held both virtually or in person so please select the option that is best for you.

Learning will be assessed through a series of question and answer sessions.

For information on this training course, please contact Training

Learning Outcomes

By the end of this course, you should be able to:

• Understand the regulatory background and why ESAs are conducted
• Recognize the meaning and use of key terms
• Demonstrate familiarity with the ESA process (and the latest changes)
• Evaluate a report for conformance with the standard
• Recognize limitations of the standard

Who Should Attend

• Environmental professionals
• Appraisers
• Property owners
• Upper managers in financial organizations, insurance companies, and law firms
• Attorneys and bankers
• Anyone who completes the Transaction Screen process and fills out the form
• Anyone responsible for reviewing Transaction Screens or Phase I Site Assessment reports

Course Description

Virtual Sessions include the following content:

• Introduction
• Regulatory/Liability Overview
• Why ASTM?
• Q&A
• Small Business Liability Relief & Brownfields Revitalization Act
• EPA AAI and ASTM E1527
• ASTM E1527 Phase I Environmental Site Assessment Process
• Phase I Introduction
• Records Research
• Site Reconnaissance
• Interviews
• Site Visit Video/Discussion
• Report Preparation
• Introduction to Phase I Case Study
• Review
• Phase I Case Study
• Phase I Summary
• Attributes of Responsible Change
• Changes to E1527 to Comply with AAI Rule
• ASTM E1528-14 Practice for Transaction Screen Process
• Overview of Transaction Screen - User/Preparer Responsibilities
• Transaction Screen Questionnaire
• Interviews
• Prior Assessments
• Records Research
• Site Visit
• Non-Scope Considerations
• Limitations
• Liability Issues
• Other ASTM Activities
• Question & Answer Session

Standards Referenced

• E1527 Standard Practice for Environmental Site Assessments: Phase I Environmental Site Assessment Process
• E1528 Standard Practice for Environmental Site Assessments: Transaction Screen Process

Fee Includes

• E1527 Standard Practice for Environmental Site Assessments: Phase I Environmental Site Assessment Process
• E1528-14 Standard Practice for Environmental Site Assessments: Transaction Screen Process
• Case studies and course notes
• Sample government records review reports
• Sample Transaction Screen Questionnaire
• Certificate of Completion and 1.4 Continuing Education Units (CEUs)

This course also includes access to a free ASTM course:

• ASTM 101: An Introduction to ASTM Standard Development and Utilization

About the Instructors

This course is taught by experienced professionals who are members of ASTM Committee E50.02 on Environmental Assessments and are actively involved in developing and updating the ASTM environmental assessment standards.

About Sponsoring Committee

ASTM is one of the world's largest voluntary standards development organizations. Recognizing the need for authoritative site assessment standards, ASTM pulled together environmental professionals, real estate and insurance professionals, lawyers, and government representatives. These members of Committee E50 and its Subcommittee E50.02 on Commercial Real Estate Transactions developed the standards upon which this course is based. For more information on Committee E50 go to our E50 technical committee page.

Attention: Professional Engineers

If your state has a continuing education requirement for license renewal, ASTM training courses and ASTM membership can help you meet that requirement.

Group Sessions

Do you have a group of 5 or more people interested in this course? Save time and money by bringing this course to your site. On-site training courses, either in person or virtual, can also be tailored to meet your specific needs. For more information, please contact sales here or call 1-877-909-ASTM.

ASTM Certified Environmental Professional Program

Gain industry-recognized credentials with the ASTM Certified Environmental Professionals certification—a mark of excellence in environmental site assessment. This certification demonstrates your expertise and commitment to the highest standards in the field. Live course attendees also receive free access to the official practice exam, making it easier to prepare and perform at your best. Take the next step in your professional development and stand out as a certified leader in environmental assessment.

Click here for information on the ASTM Certified Environmental Professional Program

Cancellation Policy

Note: Because of the potential for course changes or cancellations, it is not advisable to make non-refundable accommodation reservations, since ASTM cannot be responsible for any loss incurred.

• Full refunds (minus $100 administrative fee) are available up to 5 business days before the course.
• Transfers to a later session (within the same calendar year) or alternate attendee substitutions are allowed at no charge up to 5 days before the course.
• Cancellations within 5 days of the course start will receive a 50% refund.

For information on this training course, please contact Training

Related Courses

You may also be interested in these related courses:

Live Courses

• Phase I & II ESA
• Phase II Environmental Site Assessment Process
• Vapor Encroachment Screening
• Continuing Obligations

Online Courses

• Phase I ESA - Online
• Vapor Encroachment Screening - Online