15 S. 15Th Avenue, Basement Conference Rooms a & B

ABOA Agenda for

March 20th, 2015

Page 1

ARIZONA BOARD OF APPRAISAL

15 S. 15th Avenue., Suite 103A
Phoenix, Arizona 85007
(602) 542-1558 Fax (602) 542-1598
Email:
Website:

FINALAGENDA

REGULAR BOARD MEETING

March 20, 2015at 8:30 A.M.

15 S. 15th Avenue, Basement Conference Rooms A & B

Phoenix, AZ 85007

The Board may go into Executive Session for the purposes of obtaining legal advice from the Board’s attorney on any matters listed below pursuant to A.R.S. § 38-431.03(A)(3), ordiscussion or consideration of records exempt by law from public inspection pursuant to A.R.S. § 38-431.03(A)(2). In addition, the Board may go into Executive Session pursuant to A.R.S. § 38-431.03(A)(4) for discussion or consultation with the Board’s attorneys regarding pending litigation and to consider its position and instruct its attorneys regarding same.

CALL TO ORDER AND APPROVAL OF MINUTES:

A.Call to Order and Roll Call

B.Pledge of Allegiance

C.Approval of the Minutes for the meetings held onFebruary 20, 2015 and March 2nd, 2015.

2.PUBLIC ANNOUNCEMENTS AND CALL TO THE PUBLIC:

The Board may make an open call to the public during a public meeting, subject to reasonable time, place and manner restrictions, to allow individuals to address the Board on any issue within its jurisdiction. The Board may respond to criticism, may ask staff to review a matter, and/or may ask that a matter be put on future agenda. The Board may not discuss or take legal action on matters raised during an open call to the public unless the matters are properly noticed for discussion and legal action. SeeA.R.S.§38-431.01(G). Anyone wishing to address the Board during the open call to the public is required to complete the form provided with the agenda at the time of the meeting. Members of the public may be, at the Board’s discretion, allowed to address agenda items. The Board may limit persons speaking during this time to a reasonable number on any public comment matter. In addition, each person wishing to address the Board will be given five (5) minutes to do so.

3.COMPLAINT REVIEW:

A.INITIAL FILE REVIEW: First review and possible action following receipt of reply from Respondent, expiration of Respondent’s reply date, or extension of Respondent’s reply date:

3725Michael J. Schuetz* (continued from November 21, 2014 Board meeting)

3738Christine Kelsey-Gray* (continued from December 19th, 2014 Board meeting)

3739Nathan Bennett* (continued from January 16th Board meeting)

3748Stephanie Gauthier* (continued from December 19th, 2014 Board meeting)

3754Lana Domino* (continued from February 20th Board meeting)

3759Brad Meahl* (continued from January 16th Board meeting)

3771Alan Schorr*

3772William Wisniewski*

3773Kendall Whiting*

* Investigator review or audit

B.INFORMAL HEARINGS: None for this meeting.

C. 12-MONTH FILE REVIEW: None for this meeting.

4.REPORTS OF CHAIRPERSON, EXECUTIVE DIRECTOR AND COMMITTEES:

A.EXECUTIVE DIRECTOR REPORT:

(1)Assistant Attorney General’s assignments

(2)Complaints with answer dates extended by staff

(3)Complaint statistics

(4) Update on the Executive Director’s last month’s activities

B.COMMITTEE REPORTS:

(1)APPLICATION REVIEW:

Discussion, consideration, and possible action on recommendations from the Committee regarding approval of applicants and possible revisions to application materials and procedures (see Committee meeting agenda).

5.NEW BUSINESS:

A)Discussion, consideration and possible action regarding approval of Appraisal courses, course providers and education requirements (see proposed courses attached at the end of this agenda).

B)Discussion, consideration and possible action related to the passage of SB1480, including but not limited to creating a plan for transitioning the Board to the Department of Financial Institutions.

C)Discussion, consideration and possible action relating to attendance at the Appraisal Practices Board meeting and the AARO Spring Conference to be held May 1st – 3rd, in Nashville, TN.

D)Discussion, consideration and possible action relating to pending rule package involving the amendment ofR4-46-101 thru R4-46-601 and the possible withdrawal of the same given Governor Ducey’s Moratorium and failure to receive an exception thereto.

6.CONFIRMATION OF MEETING DATES, TIME, LOCATIONS AND PURPOSES:

Dates and times

7.ADJOURNMENT:

One or more members of the Arizona Board of Appraisal may participate by telephone conference call. Members of the Board will attend either in person or by telephone conference call. All items assigned a specific time will be addressed at that time or as soon thereafter as the item may be heard. All items not assigned a specific time may be addressed at any time during the meeting.

Copies of this agenda and additional information regarding any of the items listed above may be obtained 24 hours prior to the scheduled meeting from the Arizona Board of Appraisal, 15 S. 15th Ave., Suite 103A, Phoenix, Arizona, Monday through Friday, 8:00 a.m. to 5:00 p.m., excluding holidays. Telephone: (602) 542-1558, or on the Board's website under Meetings.

In accordance with Title II of the Americans with Disabilities Act (ADA), the Board does not discriminate on the basis of disability in admission to its public meetings/hearings. If a person with disabilities needs any type of accommodation, please notify the Board's ADA Compliance Coordinator, Juanita Coghill, as soon as possible prior to the meeting at (602) 364-0098.

EDUCATION

March 2015

Submitted Education

A.Continuation of review from February’s Board meeting

Arizona School of Real Estate & Business

a.Agency & The Use of Electronic Media, 3 hours

b.Agency Disclosure-ADRE Guidelines, 3 hours

c.Agency Disclosure Forms, 3 hours

d.Agency Law-Case Studies & Problem Solving, 3 hours

e.Agency Property Management & Leasing, 3 hours

f.Commissioner’s Rules III, 3 hours

g.Fair Housing & Internet Advertising, 3 hours

h.Federal Fair Housing Act, 3 hours

i.Fair Housing Awareness, 3 hours

j.How to Write a Residential Lease, 3 hours

k.Keeping Current with Commissioner’s Standards, 3 hours

l.Real Estate Contracts Legal & Ethical Considerations, 3 hours

m. Residential Contract Writing & Problem Solving, 3 hours

n. Rules-Ethical Conduct, 3 hours

o.Rules-New Issues in Public Duties, 3 hours

B.Continuing Education – New – Not AQB Approved

Appraisal Institute

a. Condemnation Appraising: Principles & Applications, 22 hours

Joe Magdziarz

b.Valuation in Challenging Markets, 30 hours

Joe Magdziarz

Appraisal Institute/Southern Arizona Chapter

a. Housing and Land: Market Perspective, 4 hours

Sandy Heath, Janell Jellison, Daniel Biel, Humberto Lopez, Bert Dover, Robert Sharpe, Michael Brilz, George Hammond, Pam Ruggeroli, Arthur Wadlurd, Charles Havranek, Thrac Paulette, Rick Sack, Jeff Grobstein

Arizona School of Real Estate and Business

a. Appraisal Analysis –Real Estate Development, 3 hours

Aaron Warren, Kevin McClure, Jeremy Johnson, Gretchen Koralewski, Roy Morris, Dale Cooper

By Consent Agenda

A. Continuing Education – Renewals –AQB Approved

McKissock, LP

a. Essential Elements of Disclosures & Disclaimers, D0801-956, Distance Education 5 hours

Dan Bradley

a. Relocation Appraisal and the New ERC Form, D0413-1173, Distance Education 6 hours

Dan Bradley

b.Risky Business: Ways to Minimize Your Liability, D1009-887, Distance Education 5 hours

Alan Simmons

f.Secondary Market Guidelines, 0414-1297, 7 hours

Dan Bradley, Wally Czekalski, Chuck Huntoon, Tracy Martin, Larry McMillen, Steve Vehmeier, Robert McClelland, Robert Abelson, Alex Gilbert, Dan Tosh, James Greg Harding, Jeremy Johnson

B. Qualifying Education – New – AQB Approved

Appraisal Institute

a. General Appraiser Income Approach Part 2, 30 hours

Joe Magdziarz

C. Qualifying Education – Renewals –AQB Approved

Arizona School of Real Estate and Business

a.Advanced Residential Applications & Case Studies AP-09, 0707-673-09, 15 hours

Earl Cass, Jeremy Johnson, Howard “Chuck” Johnson, Bill Gray, Gretchen Koralewski, Don J. Miner, Roy E. Morris, Ron V. Schilling, Aaron Warren, Jacques Fournier, Kevin McClure, Robert Oglesby, Dale Cooper

b.Residential Market Analysis Highest & Best Use AP-04, 0604-650-04, 15 hours

Earl Cass, Jeremy Johnson, Howard “Chuck” Johnson, Bill Gray, Gretchen Koralewski, Don J. Miner, Roy E. Morris, Ron V. Schilling, Aaron Warren, Kevin McClure, Robert Oglesby, Dale Cooper

c.Residential Sales Comparison & Income Approach Concepts & Techniques AP-06, 0607-052-06, 30 hours

Earl Cass, Neil Dauler-Phinney, Jeremy Johnson, Howard “Chuck” Johnson, Bill Gray, Gretchen Koralewski, Don J. Miner, Roy E. Morris, Ron V. Schilling, Ann Susko, Aaron Warren, Jacques Fournier, Kevin McClure, Robert Oglesby, Dale Cooper

d.Residential Site Valuation & Cost Approach AP05, 0607-651-05, 15 hours

e. Statistics, Modeling & Finance AP-08, 0707-672-08, 15 hours

McKissock, LP

a. Residential Report Writing & Case Studies, D0512-1085-07, Distance Education 15 hours

Dan Bradley

D.New Instructor- Currently Approved Course

Arizona Appraisers State Conference, LLC

a.Part 1 – 2015 Arizona Appraisers State Conference, 0115-1371

Chris Toci, Dale Cooper

b.Part 3A – 2015 Arizona Appraisers State Conference, 0115-1372

Meghan Kramer, Damien Meyer, Blake Whiteman

c.Part 3B - 2015 Arizona Appraisers State Conference, 0115-1373

Jan A. Sell

Arizona School of Real Estate and Business

a.Basic Appraisal Principles (AP-01), 0906-569-01

Dale C. Cooper

b.Basic Appraisal Procedures (AP-02),0906-570-02

Dale C. Cooper

c.Supervising Beginning Appraisers - Pathways to Success, 0713-1190

Jeremy C. Johnson