Ownership Transfer & Independence Verification Form

Current Owners

AABC Member Company Name(Required)

Name(s) Present Owner(s)(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email(Required)

Phone

Website

Intended New Owners

Type of New Owner(Required)

New owner is an Individual(s)

New owner is a Corporation

Company Name(Required)

Name(s) of New Owner(s)(Required)

Email(Required)

Phone

Website

Email(Required)

Phone

Website(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Date of Incorporation(Required)

(If new owner is a corporation)

Demonstration of Educational, Business, and Work Background For The Last Ten (10) Years

Attach Resume of New Owner(s):(Required)

Drop files here or

Max. file size: 50 MB.

*If the new owner is a corporation, provide a company profile including a list of all services provided

*Attach Resume of New Owner(s):(Required)

Drop files here or

Max. file size: 50 MB.

*If new owner(s) are individuals, please disclose any other business entity in which they have an ownership interest.

List any affiliation with contractors, manufacturers, engineering firms, or any other entities below.

Brief Narrative of Intended Ownership Change:(Required)

Provide a brief narrative of the intended ownership change, including approximate timeframe.

Attachments

Narrative of Intended Ownership Change

Max. file size: 50 MB.

(Use if more space is needed from the previous section)

Ownership Structure(Required)

Max. file size: 50 MB.

The complete new ownership structure, identifying all individuals or entities with any ownership interest in the agency

Plan to Ensure Continued Independence(Required)

Max. file size: 50 MB.

A written description of how the agency will remain autonomous and how they will continue to operate as an independent testing and balancing firm

Signed Attestation(Required)

Max. file size: 50 MB.

A signed attestation that in the new structure, the agency continues to have no affiliation with manufacturers of equipment of systems components, installing contractors, engineering firms, architects or any other person or company which could affect the ability of the member to render an independent test and balance report. "Affiliations" includes shared ownership.

Organizational Chart(Required)

Max. file size: 50 MB.

An internal organization chart showing management and lines of reporting, and including the primary technical contact (TBE) responsible for ensuring that work is performed in accordance with the AABC National Standards.

Updated Copy of the AABC Membership Agreement

Max. file size: 50 MB.

The Agreement must be signed by both the New Owner(s) and TBE responsible for the day-to-day operations. Note: This may be sent later, if the ownership change is not yet complete, however it must be executed by a new owner for the company to remain AABC certified.

Payment Information

Application(Required)

Ownership Transfer & Independence Verification

$500 Application Fee(Required)

American Express

Discover

MasterCard

Visa

Card Number

Expiration Date

Security Code Cardholder Name

Incomplete applications or applications or applications not accompanied by the requisite application processing fee will not be accepted.

Billing Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Submitted By:

Name(Required)

First Last

Email(Required)

Signature(Required)

Date(Required)

Coupon

Total

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Ownership Transfer & Independence Verification Form

Current Owners

Intended New Owners

Demonstration of Educational, Business, and Work Background For The Last Ten (10) Years

Attachments

Payment Information

Submitted By:

Suggested Drawing Specification

AIA-Format LONG-FORM SPECIFICATION

Section 230593 – TESTING, ADJUSTING AND BALANCING FOR HVAC

AIA-Format SHORT – FORM SPECIFICATION

Section 230593 – TESTING, ADJUSTING AND BALANCING FOR HVAC

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