ILLINOIS ASSOCIATION OF REALTORSÒ
APPLICATION FOR ELECTED OFFICE
Serving as an elected officer for the Illinois Association of REALTORS® (IAR) is not only a privilege, but also a huge time commitment. Thank you for your interest in volunteering to serve your Association.
Candidate for the office of (check one):
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o President
o President-Elect
o Treasurer
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Date: ______
Name: ______
NRDS ID#: ______Cell Phone #: ______
Residence Address:______
City:______State: ______Zip Code:______
Business Name: ______
Position held with firm:______
Business Address:______
City:______State: ______Zip Code:______
Business Phone:______Business Fax: ______
Email Address:______
I. BACKGROUND INVESTIGATION, LEGAL AND FINANCIAL AUDITS (PLEASE BE AWARE THAT ALL SUBMISSIONS FOR THE INVESTIGATION AND AUDITS ARE MANDATORY FOR ALL CANDIDATES.)
The Illinois Association of REALTORS® requires that the candidate audit process include a financial and legal audit, as well as a criminal background investigation. Candidates are required to authorize the Illinois Association permission to obtain, by the General Counsel, a credit report to be reviewed by IAR’s Financial Auditor; and criminal background investigation, to be reviewed by General Counsel. Candidates shall provide information for the legal audit to the Illinois Association’s General Counsel.
a) FINANCIAL AUDIT AND CRIMINAL BACKGROUND INVESTIGATION COMPLETED AUTHORIZATION AND RELEASE FORMS ARE DUE TO IAR BY OCTOBER 2
The purpose of the financial audit is to confirm the candidate's capacity to accept the financial burdens of the office. The purpose of the criminal background investigation is to ensure that any issues presented by such matters are known to the Illinois Association and any problems these matters might present to IAR or its policies or programs can be assessed and anticipated.
Issues disclosed by the financial, legal and criminal background reports noted in the review will first be reported to the candidate who will be given fifteen (15) days, (seven (7) days if the applicant is filing petitions for nomination), to correct any inaccurate information before the reports are provided to the Screening and Candidate Audit Working Group. The Screening and Candidate Audit Working Group will file a report with the Nominating Committee listing the names of all qualified candidates. Any candidate not placed on the report of qualified candidates by the Screening and Candidate Audit Working Group may request to address members of the Board of Directors to appeal the decision of not being included on the qualified list of candidates. The Screening and Candidate Audit Working Group may disclose to the Board of Directors those issues deemed significant to merit their decision.
All candidates must complete and sign the enclosed IAR Authorization for Release of Credit, Legal and Criminal Background Report Form. Completed forms must be returned by October 2, in an envelope marked "personal and confidential", directly to:
John Kauerauf
Legal Counsel
Illinois Association of REALTORS®
522 South 5th Street
Springfield, Illinois 62701
Candidates for the office of President, President-Elect and Treasurer shall provide the completed Financial Disclosure Statement, in an envelope marked “personal and confidential”, by October 2 directly to:
John Kauerauf
Legal Counsel
Illinois Association of REALTORS®
522 South 5th Street
Springfield, Illinois 62701
b) LEGAL AUDIT DUE TO IAR’S GENERAL COUNSEL BY OCTOBER 2
In light of the high visibility of this position, a candidate for elected office shall cooperate in a legal audit of previous matters or matters pending against them, their firms, or firms in which the candidate is a principal, partner or corporate officer. The purpose of the audit is to ensure that any issues presented by such matters are known to the Illinois Association in order that any problems these matters might present to IAR or its policies or programs can be assessed and anticipated.
Please provide to the Illinois Association's General Counsel, by October 2, in an envelope marked "personal and confidential", information regarding the three categories below. If there are no matters in any one or more of the three categories below, please check the box marked "None" and initial the line next to the box. The candidate must document this portion personally.
1. Pending federal, state and county litigation and regulatory action.
None o (initialize if box is checked) ______
2. Judgments entered against the candidate or a firm in which the candidate is a principal, partner or corporate officer.
None o (initialize if box is checked) ______
3. Any disciplinary action taken against the candidate or a firm in which the candidate is a principal, partner or corporate officer.
None o (initialize if box is checked) ______
Have you ever been indicted or convicted of a crime, either a felony or misdemeanor? o Yes o No
If so, describe the circumstances in detail:
II. EDUCATION (Circle the last year of education completed.)
High School / College / Beyond College9 10 11 12 / 1 2 3 4 / 1 2 3 4
REALTOR® educational courses or seminars completed:
______
______
______
______
Educational designations attained: ______
III. REALTOR® RELATED ACTIVITIES
List the REALTOR® board(s) in which you hold membership:
______
______
o REALTOR® Member/ Number of years: ______o REALTOR-ASSOCIATE® / Number of years: ______
Number of years licensed: ______
List REALTOR® Institutes, Societies, and Councils in which you hold membership, if any:
______
______
Check the appropriate box that reflects your primary business:
o Single-family Brokerage o Commercial Brokerage o Industrial Brokerage
o Farm and Land Brokerage o Property Management o Appraising
o Counseling o Building & Development o Mortgage Financing
o Securities Brokerage o Other (specify):
Number of business offices:
Total number of associates, independent contractors, employees, etc. in your firm: ______
IV. REALTOR® RELATED ACTIVITIES
REALTOR® and/or REALTOR-ASSOCIATE® history of committee service, offices held, or any other areas of service candidate deems appropriate (include dates of service). You may attach a listing.
Local Board
State Association
National Association
V. OTHER ACTIVITIES
· Briefly describe other business related affiliations you have with other organizations (i.e., partnerships, corporate directorships, etc.)
· Briefly describe your association with any other trade associations, professional organizations, civic and community activities and accomplishments, etc.
VI. OTHER INFORMATION
Are you aware of any health problems, which would impair your ability to serve as an officer of the Illinois Association?
o Yes o No If so, please explain:
Are you aware of the responsibilities and time requirements of service as a state officer?
o Yes o No
Will you attend the two regular meetings of the Illinois Association, as well as other meetings required for any office to which you may be elected?
o Yes o No
Is there anything in your background, which although not specifically asked, if made known to the general public through nomination or election would cause an embarrassment to you and/or the Illinois Association?
o Yes o No If so, please explain.
Do you agree to complete promptly and fully any and all disclosure forms required by the Board of Directors pertaining to your candidacy?
o Yes o No If Yes, initial here ______
VII. REMARKS BY CANDIDATE
Provide any information you desire. Attach an additional sheet, if necessary.
CRITERIA AND QUALIFICATIONS FOR CANDIDATES FOR IAR PRESIDENT,
PRESIDENT-ELECT AND TREASURER
1. Candidate has leadership ability to move the agenda and vision of the Association with his/her own style and talent.
2. Candidate exercises personal leadership in the motivation of other RealtorsÒ, officers, board members, committee members and the membership.
3. Candidate is open to new ideas and concepts even when taking a new direction which may involve risk taking.
4. Candidate has personal leadership capabilities to influence the establishment of goals and objectives of the Association; candidate is persistent in carrying forth ideas and directions that may be unpopular to some.
5. Candidate possesses presentation skills and presence to serve as chief spokesperson.
6. Candidate possesses a knowledge and understanding of the Association's programs and
initiatives and is able to counsel the Association's governing bodies regarding its programs, policies, priorities, budgets, objectives, goals and organizational structures.
7. Candidate is able to set up alternative management of his/her real estate business to allow the candidate to commit the enormous amount of time and energy to the office.
8. Candidate will represent the members' interests.
9. Candidate must have a satisfactory background, legal and credit check and cannot be an announced candidate until placed on the list of qualified candidates by the Screening and Candidate Audit Working Group.
10. Candidate must possess an active, unencumbered broker or managing broker license and be licensed for at least three (3) years.
11. Candidate’s service to the local and state associations.
______
signature of candidate
VIII. REQUIRED SIGNATURES
I understand that I cannot be an announced candidate until I have been placed on the list of qualified candidates by the Screening and Candidate Audit Working Group.
I further understand that during my candidacy, and if I am elected, during my term of office, I will be expected to remain in compliance with all provisions of the Illinois Association’s Bylaws. During my term of office, if elected, I shall report to the Chief Executive Officer and the Leadership Team of the Illinois Association, the occurrence of any new criminal allegations, charges or convictions, adverse changes in personal or business financial status, significant legal issues or health conditions, or any significant information which might have an impact on my ability to discharge my duties as a leader of the Illinois Association.
Candidate:
______
Date
Certification of Local Board/Association Endorsement:
______
Date
Submit completed application and supporting documentation by October 2 directly to:
ILLINOIS ASSOCIATION OF REALTORSÒ
Attn: Rebecca Carraher, Nominating Committee
522 South 5th Street
Springfield, Illinois 62701
ILLINOIS ASSOCIATION OF REALTORSÒ
ELECTED CANDIDATE AUDIT PROCESS
AUTHORIZATION FOR RELEASE OF CREDIT,
LEGAL AND CRIMINAL BACKGROUND REPORTS
I hereby authorize the Illinois Association of REALTORS® (IAR) to obtain from the appropriate reporting agency copies of the credit, legal and criminal background reports related to me. In granting this authorization I acknowledge that I have been informed of IAR’s purpose in obtaining the reports and consent to such use. I authorize disclosure of the credit report and legal and criminal background investigation report to IAR’s general counsel. I authorize disclosure of the evaluation reports prepared by the auditor and general counsel based upon the credit, legal and criminal background reports to the Screening and Candidate Audit Working Group and its staff. I understand that issues arising from the reports that are deemed significant by the Screening and Candidate Audit Working Group may result in not being recommended to the Nominating Committee. Also, should I wish to appeal not being recommended to the Nominating Committee, those issues may also be disclosed to the IAR Board of Directors.
Significant issues include but are not limited to:
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§ Bankruptcies (personal and business) past seven years
§ Foreclosures past seven years
§ Three or more accounts with late payments (90 or more days) in the current year
§ Code of Ethics violations resulting in termination or suspension of membership
§ Delinquent child support payments
§ Delinquent real estate taxes which are outside the redemption period
§ Liens (involuntary, in the last five years)
§ All convictions of a misdemeanor or felony
§ Regulatory or professional discipline (personal or business) issued by a State of Illinois agency, board or commission where there was a finding of incompetence, misrepresentation, deceit, fraud, bad faith, demonstration of bad intent or failure to conform to relevant licensing standards
§ Pending regulatory investigations (personal or company)
§ Pending status as a defendant in civil litigation (personal or company)
§ Involuntary judgments (personal or company)
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NOTE: Reportable convictions, regulatory investigations, pending litigation, and judgments only include matters that could reasonably represent a source of embarrassment or liability to IAR or would present a conflict with the policies of IAR which the candidate would be called upon to uphold in their capacity as an officer, as determined by the IAR General Counsel. Net worth, summary convictions and juvenile records are not deemed significant issues.
Print Name: ______
First Middle Last
Maiden Name: ______
First Middle Last
Current Home Address: ______
Current County of Residence: ______
Social Security Number: ______Date of Birth: ______
Signature: ______Date: ______
Submit completed form by October 2 to:
ILLINOIS ASSOCIATION OF REALTORSÒ
Attn: Rebecca Carraher, Nominating Committee
522 South 5th Street
Springfield, Illinois 62701
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