General terms of intervention (CGI)
Document updated on 21 August 2025 — Cabinet Bordelais Diagnostic Immobilier, 26 Avenue de Bellefort, 33700 Mérignac, France. Registered with the Bordeaux RCS (Trade and Companies Register) under no. 844 938 217 — SIRET 844 938 217 00024 — EU VAT number FR90 844 938 217.
These CGI (general terms of intervention), which aim in particular to set out the client's (donneur d'ordre) obligations so that their property can be surveyed properly, form an inseparable whole with the CGV (general terms and conditions of sale) issued by CBDI.
General remark
Despite all the care we put into our surveys, a survey cannot give an absolute picture of the property, since it is strictly forbidden to damage the property's integrity when carrying out such a service.
The survey can therefore only be fully useful with the client's full cooperation: the client must make sure to tell the surveyor everything they know about the property's history. The client must also make sure that the final report issued by the surveyor accurately reflects what the client knows about the property (layout of the premises, accessibility, etc.).
1. Safe access / scope of the survey
The client must provide CBDI with safe access to all the premises and areas covered by the assignment (cellars, crawl spaces, lofts, roof, etc.). Without safe access, CBDI will not examine the areas concerned and will have to record reservations accordingly.
At the client's request, CBDI may carry out a new visit once safe access has been created, but new costs will then be invoiced in addition to the sums already due for the first visit.
Warning: on receiving the assignment report, the client is asked to check that the list of accessible premises matches the actual layout of the premises as they know it. If there is any discrepancy, the client undertakes to inform CBDI without delay and not to use the report until it has been completed and/or corrected.
2. Termite survey / wood-destroying pest report
In accordance with standards NF P 03-201 (termite survey) and NF P 03-200 (wood-destroying pest report, constat d'état parasitaire), wooden elements will be subject to non-destructive probing (using an awl-type tool).
If the client refuses such probing, CBDI will be unable to carry out the planned survey (in this case, the call-out fee will remain payable).
As a general rule, a visual inspection will be carried out of all visible and accessible parts of the building and its surroundings (up to 10 m), within the limits of the client's property rights.
Client's cooperation: the client must disclose to CBDI everything they know about the property's history of pest infestation. Failing this, the client would remain liable towards both the surveyor and the future buyer. Before the survey, the client undertakes to report:
- that wood-destroying insects (termites, etc.), or signs of their presence, have been observed in the past in or near the property;
- that a treatment has already been carried out on the site and, in that case, to provide all the necessary supporting documents (treatment invoice, guarantee certificate). If no supporting documents are provided, the report will say so.
As a reminder, a treatment may be guaranteed for up to 10 years; if the treated property is sold before the guarantee expires, the future owner must be informed.
3. Loi Carrez measurement (floor area certification)
The client must provide CBDI with a brief description of the unit concerned (number of rooms, floor), a copy of the title deed and the measurement obtained when the property was bought.
The client undertakes to alert CBDI if the measurement carried out by CBDI differs from a previous measurement.
Important: in this case, the client undertakes not to use the measurement report drawn up by CBDI until the cause of the difference has been established.
4. DPE (Energy Performance Certificate)
Before the survey, the client must provide CBDI with all supporting documents (invoices, etc.) for any thermal work (insulation, installation and/or renovation of an appliance or equipment, etc.) carried out in the property relating to insulation and to heating and domestic hot water equipment.
These documents must be sent as early as possible (by email or any other means), and no later than the day of the survey.
5. Electrical survey
Before the survey, the client informs the occupant of the dwelling that a survey is about to take place and that sensitive equipment (e.g. programmable devices) will need to be switched off.
Before the survey, the occupant must tell our technician which parts of the installation must not be switched off (medical monitoring equipment, alarms, etc.).
Throughout the survey, the client ensures that all premises remain accessible and that the installation remains supplied with electricity.
6. Gas survey
Throughout the survey, the client ensures that the installation is actually supplied with gas.
If a "DGI" (danger grave et immédiat: serious and immediate danger) is detected, our technician will immediately cut off the supply to all or part of the installation to ensure the safety of the occupants.