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

    Early Bird Fee: $1,035.00

    Standard Fee: $1150


    Register Online:

    In order to register, please enter the number of attendees in the appropriate box below and click add attendees.

    Phoenix, AZ

    4/5/2016 - 4/6/2016

    Chaparral Suites Scottsdale
    5001 North Scottsdale Road
    Scottsdale, AZ 85250

    480-949-1414

    Number of Attendees

    West Conshohocken, PA

    4/26/2016 - 4/27/2016

    ASTM Headquarters
    100 Barr Harbor Drive
    West Conshohocken, PA 19428

    610-832-9686

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    Chicago, IL

    5/3/2016 - 5/4/2016

    Number of Attendees

    New Orleans, LA

    5/17/2016 - 5/18/2016

    Number of Attendees


    West Conshohocken, PA

    6/7/2016 - 6/8/2016

    ASTM Headquarters
    100 Barr Harbor Drive
    West Conshohocken, PA 19428

    610-832-9686

    Number of Attendees

    Atlanta, GA

    9/20/2016 - 9/21/2016

    Number of Attendees


    New Orleans, LA

    10/4/2016 - 10/5/2016

    Number of Attendees

    Ft. Lauderdale, FL

    10/18/2016 - 10/19/2016

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    San Diego, CA

    11/15/2016 - 11/16/2016

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    Las Vegas, NV

    12/6/2016 - 12/7/2016

    Flamingo Las Vegas
    3555 Las Vegas Boulevard South
    Las Vegas, NV 89109

    702-733-3111

    Number of Attendees


    Early Bird Discount

    ASTM automatically applies a discount of 10% when participants register 60 days prior to the start of the class.
    *After the early bird period expires, registrations are subject to standard pricing.


    Learning Outcomes

    By the end of this course you will be able to:

    • Recall why the ASTM Environmental Site Assessment Standard Practices for the Phase I Site Assessment and the Transaction Screen Process (E1527-13 and E1528-14) were developed
    • Describe how standards are used
    • Interpret how standards affect the way you do business
    • Discuss changes to E1527.


    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

    Registration: 8 a.m. on 1st Day.
    Class: 8:30 a.m.- 4:30 p.m. on both days.

    Day 1

    • Introduction
    • Regulatory/Liability Overview
    • Why ASTM?
    • Q&A
    • Small Business Liability Relief & Brownfields Revitalization Act
    • EPA AAI and ASTM E1527-13
    • ASTM E1527-13 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

    Day 2
    • Review of Day 1
    • 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

    • Standard Practice E1527-13 for Environmental Site Assessments: Phase I Environmental Site Assessment Process
    • Standard Practice E1528-14 for Environmental Site Assessments: Transaction Screen Process


    Fee Includes

    • Standard Practice E1527-13 for Environmental Site Assessments: Phase I Environmental Site Assessment Process
    • Standard Practice E1528-14 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)
    • Refreshment Breaks


    About the Instructors

    This course will be taught by instructors who contributed to the development of E1527-13 and E1528-14, and are now involved in developing new 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 contact Kate McClung or go to our E50 technical committee page.

    ASTM publishes the 82-volume Annual Book of ASTM Standards, which contain over 11,000 standards written by 34,000 members on 140 technical committees. These standards are widely used throughout the world as the basis of purchasing and other contracts, codes, laws and regulations.


    Free ASTM Membership

    Attend this course and receive a FREE 1-year membership to ASTM International and Committee E50 on Environmental Assessment, Risk Management, and Corrective Action. (Applies to new members only and may not be used to renew existing memberships)


    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.


    On-Site Training Available

    ASTM can bring this course to your site! On-site training courses can also be tailored to meet your specific needs. For more information, Please contact sales here or call 1-877-909-ASTM.


    How Learning Will Be Assessed

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


    Attendee Praise

    Praise from recent attendees of the course:

    "Very good course. Instructor very knowledgeable."

    "I thought this course was very informative for me. I will use a lot of what was taught."

    "All of the topics were valuable."

    "Really enjoyed the class."

    "This is a very informative course that would be advantageous especially to Env. employees new to performing Phase I ESAs."

    "I thought the portions of the course which discussed specific sections of the Phase I ESA standard were very informative."

    "Overall, I really enjoyed this course and learned an invaluable amount. [The instructor] was engaging, interesting, informative, and wonderfully friendly and approachable."

    "I enjoyed the case studies because of the content being applied."

    "Loved cased studies and provided 'real world' examples. Helped drive concepts home and more understandable."

    "This course filled in the 'data gaps' of my knowledge of Phase I's."