Tertius Support

General

What is Tertius?

Tertius is an online services platform that connects residential and commercial property owners and managers with access to private certified and approved inspectors. Tertius was created to conveniently present more options for customers and to potentially shorten the timeline to complete inspections.

Tertius also creates opportunity for certified, local inspectors to be introduced to more customers.

What is the Department of Consumer and Regulatory Affairs’ (DCRA) role?

DCRA protects the health, safety, economic interests and quality of life of residents, businesses and visitors in the District of Columbia by ensuring code compliance and regulating business. To support this mission, DCRA is responsible for regulating construction and business activity in the District. All inspectors included in Tertius are certified by DCRA and licensed in the District of Columbia.

What is the difference between “booking” and “scheduling” an inspection?

“Booking” refers to when a customer selects an inspection agency to conduct an inspection, or a series of inspections, and contracts for their services. “Scheduling” refers to when the inspection agency, in consultation with the customer, sets the date and time that a contracted inspection, or series of inspections, will occur.

Request a W-9 form from Stripe

Taxes

Stripe does not have a W-9 to provide, as W-9 forms are typically used when payments are made to a vendor in response to an invoice. Because businesses using Stripe don’t actively send payments to Stripe directly, a W-9 form isn’t generally needed.

Additional Information

Stripe makes outbound payments to businesses in the form of payouts, so Stripe will issue a 1099-K form if the appropriate reporting threshold is met. This article is neither legal advice nor tax advice. We recommend that you speak to your lawyer or accounting firm with any questions or concerns around tax reporting. https://support.stripe.com/questions/request-a-w-9-form-from-stripe

For Customers

I need to book an inspection for my project. Where and when can I book an inspection?

Once you create a profile on Tertius, you can search inspectors based on the inspections needed to complete a project. Search for an inspector that fits your needs, request a proposal, review details, and designate a time range to book the inspection.

What if I need multiple inspections?

In Tertius, you can contract for, book and schedule multiple inspections at the same time. Enter your project location, and a list of open permits will populate including the  inspections you need to complete the project. Search for an inspector that fits your needs, request a proposal, review details, and designate a time range to book the inspection.

How do I know what inspections I need?

Integrated with DCRA’s permitting systems, Tertius identifies the inspections that you will need to complete your project for you. Enter your project location, and a list of open permits will populate including the inspections you need to complete the project.

How can I pay for the inspection?

After you accept a proposal from an inspection agency, you will be prompted to add a payment method and confirm the project. You will not be charged at this time, but you will receive project confirmation. Once your inspection is complete and the report is added to Tertius, the inspector will request final payment. You will receive a notification in Tertius to review and approve the final payment. You can review your transaction history for booked and completed inspections by going to the Projects tab and viewing the report for a given inspection.

How do I know what inspections an inspector is certified to complete?

In response to the project details or permit number you enter, a list of required inspections will populate on Tertius.  From this list, you can select an inspection and the system will identify inspectors that are certified to complete them. Each inspection agency has a profile that identifies the types of inspections that they are certified to complete. DCRA approves all inspection agencies that participate in Tertius.

I am a developer who needs many inspections. Can I bundle them together on Tertius?

Yes, you can start multiple projects, enter details, and book multiple inspections all on Tertius.

Can I schedule a virtual inspection using Tertius?

Yes, a virtual inspection may be obtained if an inspection agency offers virtual inspections and is certified to complete the inspections you need for your project. Complete the all the steps as you normally would on Tertius to book your virtual inspection.

Are inspectors through Tertius insured?

Each inspection agency that joins Tertius is certified and approved by DCRA. Additionally, each inspection agency obtains and maintains Errors and Omissions Coverage for each occurrence in the minimum amount of $1,000,000.

What are the payment method options on Tertius?

The customer can choose to use a credit/debit card or enter banking information to transfer funds directly from their checking account. Standard credit/debit card processing fees apply. The checking account option is ideal for larger projects and payments because there is a low 0.8% processing fee with a maximum fee of $5.00. Please note that it can take up to one week for checking account payments to process. Both methods are secure and can be easily added in Tertius.

For Inspectors

Do I have to be licensed and approved to participate?

Yes, each inspection agency is approved by DCRA when they request to join Tertius and all inspectors must be certified.

Can I set my own pricing in Tertius?

Yes, when you create your agency profile you can provide pricing details like hourly vs. flat fee and include specific prices for certain services as desired. Tertius also allows for you to respond to customer inquiries with custom pricing based on their project’s details and your conditions for accepting the proposed work.

I am an inspector with a new certification, how can I update my profile?

When you create your agency profile, you will be prompted to add a staff roster of your inspectors and their certifications. If one of your existing inspectors gets a new certification, navigate to the Staff tab of your agency’s profile, click Update under the Inspector and upload a PDF of the new certification. If you are an individual inspector, please provide the new certification to your agency’s Professional in Charge for updating.

I need to change the inspector on a scheduled inspection, how do I do this?

If the assigned inspector is unable to complete the scheduled inspection, go to the Projects section of the inspector page and locate the project. Re-assign the inspector on the project. When you do this a notification will be sent to the customer.

How do I forward inspection results to DCRA?

Once an inspection is complete, return to your agency’s Projects in Tertius to complete a report. Fill out all required fields and upload a PDF of the official inspection report.

How do I handle failed inspections and re-inspections in Tertius?

Once an inspection is complete, return to your agency’s Projects in Tertius to complete a report. In the first section of the report, use the dropdown to select a status for the inspection: Approved, Partially Approved, Cancelled, Rescheduled, or Failed. If the inspection status is Approved, you can complete the report and request payment from the customer. If the inspection is any other status, you must still complete and submit a report. Tertius will notify the customer and provide them with instructions for re-inspection.

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