|
First, I want to thank those of you who renewed your license for the 2018 - 2020 Renewal Cycle. We had a very successful renewal period with approximately 632 appraiser renewal applications being processed and approved.
I also want to commend you for “charting new waters" especially since it was our first renewal utilizing the new online licensing system, which was introduced in October, 2017. I have included some additional updates about the new licensure process, in the newsletter. As updates are made to the system, we will continue to notify you about the system enhancements.
As part of fulfilling the requirements for licensure for the 2018 - 2020 Renewal cycle-- all renewing licensees are required to meet continuing education requirements and must complete the USPAP 7- Hour National Update course. Once you have completed the course it will bring you into compliance with the DC Regulations. If you are not familiar with the changes, we've included highlights of the differences, at the end of the newsletter.
A Special Invitation for All Trainees and
Supervisors
The Board
cordially invites you to reach out to the Board early and often
during your training period. We meet
monthly and welcome the opportunity to have trainees come to our meetings and
bring your work log and a few samples for us to review. We want to help you in preparing these
documents.
We have found that trainees who have taken advantage of these
one-on-one Work Log review sessions are "least likely" to have any issues
with their work product. We are here to assist you in having it done
right the first time.
These review sessions are for you
and there are no punitive actions taken for anything we find -- that may be out
of compliance. There would be nothing
worse than to spend two years in the field inspecting properties, assisting or
writing reports only to find out the log or the reports are not in compliance.
So please, take advantage of this opportunity
to have your work products reviewed. We
recommend you have them reviewed, once in the beginning, again at six months and maybe a third time. I think you’ll be glad you did.
Cordially yours,
Tamora K Papas, SRA, CRP
To protect the public health, safety, and welfare of the public and to assure the public that persons engaged in such occupations or professions have the specialized skills or training required to perform appraisals in the District of Columbia.
Tamora K. Papas, SRA, CRP, Chairman, Appraiser Member
Marguerite Allen, Consumer Member
Todd Canterbury, MAI, Appraiser Member
Andrew Sullivan, Appraiser Member
Margot Wilson, Real Estate Broker Member
January 17 July 18
February 21 August - Recess
March 21 September 19
April 18 October 17
May 16 November 14
June - No Meeting December 12
The Commission meets the third Wednesday of each month. Dates are subject to change.
Appraiser Regulations
Section 2310 - Continuing Education Requirements
Section 2310.2 (d) - All licensees must complete the seven (7) hour National USPAP Update Course as part of the twenty-eight (28) hours of continuing education.
Source: District of Columbia Municipal Regulations, Title 17, Chapter 23
All renewing licensees are
required to meet continuing education requirements and must complete the 2018-2019 7- Hour National USPAP Update course. There have been changes to the USPAP and I
want to share with you the differences, so that you will know. The best advice I can give is to be sure that
any reports you submit are "USPAP compliant." That way you will not end up in front of the Board for review. I’m sure you’re asking, “What do I need to do
to become “compliant?”
On a side note when we review complaints, we often find that while the Appraisal Report is USPAP compliant, the one EXCEPTION is:
- The lack of a separate and signed Certification Statement.
- In addition, the Certification Section on the FNMA 1004, 2055, 1073, 1075 or any of the other Form Reports do not meet USPAP requirements.
- Every report is required to have a separate ‘signed’ certification page with a signature block that meets USPAP.
1)
Everyone
who signs the report -- must be licensed in the District.
AND
2)
Anyone
who contributes and signs off on the Appraisal Report must disclose their names in the Addendum AND on the Certification Page.
Per the Appraisal
Qualifications Board, AQB – A supervisor can only supervise three trainees at any
given time.
As you can tell, my intent is to keep everyone informed of issues impacting our appraiser world and make recommendations, so that we are all up to date on changing regulations and policies.
You
can research “Sample Certification Statements for Appraisal Reports” to find
the required language for these reports.
APPRAISAL
STANDARDS BOARD - Summary of Actions
Related to USPAP Changes - February 23, 2017
On
February 3, 2017, the Appraisal Standards Board (ASB) adopted modifications to
the Uniform Standards of Professional Appraisal Practice (USPAP). This
action began in earnest with the issuance of a Discussion Draft in January
2016, followed by three exposure drafts of proposed revisions to USPAP. Written
comments were received in response to each document, and oral comments were
provided at each of four public meetings. Each member of the ASB read and
carefully considered every comment. The Board then developed a work plan to
address the issues brought forward, and adopted revisions for the 2018-19
edition of USPAP.
The
following changes were adopted by the Board in a public meeting on February 3,
2017 and will
be incorporated in the 2018-2019 edition of USPAP and associated guidance
material with an effective
date of January 1, 2018:
- Revising
the definition of Report and edits to the ETHICS RULE and RECORD KEEPING RULE
The
Board adopted proposed revisions in the Third Exposure Draft to clarify the
definition of Report,
as well as edits to the ETHICS RULE and the RECORD KEEPING RULE applicable to the
communication of assignment results. As put forth in the Third Exposure Draft,
the Board did not adopt revisions related to communications of assignments
results prior to the completion of the assignment other than the ethical and
record keeping requirements that appear in that section.
Although
there was support for specifically addressing draft reports, the Board also
learned that there
were significant unintended consequences that might occur with the adoption of
any such requirements.
- Creating
a definition of Assignment Conditions, revising the definitions of Assignment, Intended
Use and Intended User, and related edits to the COMPETENCY RULE
The
Board created a definition of Assignment Conditions, a term that had only been
previously referenced
in the SCOPE OF WORK RULE. The Board also adopted revisions intended to clarify
the definitions of Assignment, Intended Use, and Intended User, as well as
making related edits to the COMPETENCY RULE to clarify an appraiser’s obligations prior to agreeing to perform an
assignment. Although the Board did not revise the language “at the
time of the assignment,” the Board did
receive comments expressing concern with its meaning. Therefore, in the near
future the Board intends to issue guidance to assist in clarifying the intent
of that terminology.
- Removing
the definition of Assumption and revising the definition of Extraordinary Assumption
The
Board deleted the definition of Assumption, as its use is not intended to
differ from the generally
accepted meaning of the word. The Board also adopted a revised definition of Extraordinary
Assumption, with administrative edits, in an effort to clarify that term and
its applicability.
- Revising
the definition of Appraisal Review, and dividing STANDARD 3, Appraisal
Review, into
STANDARD 3, Appraisal Review, Development and STANDARD 4, Appraisal
Review, Reporting
The
Board adopted changes proposed in the Third Exposure Draft to edit the
definition of Appraisal
Review to include its use as an adjective. The Board also adopted the proposed
revisions to divide STANDARD 3, Appraisal Review, into STANDARD 3, Appraisal
Review, Development and STANDARD 4, Appraisal Review, Reporting. The
edits are intended to improve consistency with the other development and
reporting standards.
- Dividing
STANDARD 6, Mass Appraisal, into STANDARD 5, Mass Appraisal,
Development and
STANDARD 6, Mass Appraisal, Reporting
The
Board adopted the changes proposed in the Third Exposure Draft to divide
STANDARD 6,Mass
Appraisal,
into STANDARD 5, Mass Appraisal, Development and STANDARD 6, Mass Appraisal,
Reporting.
The edits are intended to create greater consistency among the other development
and reporting standards. For example, the term “describe” used
in the reporting requirement
of a mass appraisal was changed to “summarize” to
be more consistent with the requirements
of an Appraisal Report.
- Removing
the term Market Value from STANDARDS 7 and 8
The
Board adopted revisions to Standards Rules 7-2(c), 7-5, 8-2(a)(v), 8-2(a)(viii)
and 8-2(b)(viii)as
proposed in the Third Exposure Draft. The Board adopted removal of the term
market value from
the personal property development and reporting standards, in order to clarify
that certain requirements
are not limited to market value assignments but are required whenever necessary
for credible assignment results.
- Revision
to the personal property certification requirements in Standards Rule 8-3
The
Board adopted revisions to the personal property certification in Standards
Rule 8-3 as proposed
in the Third Exposure Draft, to allow personal property appraisers, in
assignments involving
different types of specialties, to sign the certification without making them
accountable for the assignment results of items which
they did not appraise.
- Revision
to illustration in Advisory Opinion 21, USPAP Compliance
The
Board adopted the addition of a new graphic in Advisory Opinion 21, USPAP
Compliance, as proposed in the Third Exposure Draft, and it will replace
the chart beneath the longstanding “ovals.” The new chart better illustrates
the relationship between Valuation Services and Appraisal Practice.
- Creation
of Advisory Opinion 37, Computer Assisted Valuation Tools
The
Board created Advisory Opinion 37, Computer Assisted Valuation Tools, as
proposed in the Third
Exposure Draft. The new Advisory Opinion addresses an appraiser’s obligations when relying
upon adjustments, trend analyses, or other information generated by software or
various online services.
- Revisions
to Advisory Opinion 31, Assignments Involving More than One Appraiser
The
Board adopted revisions to Advisory Opinion 31, Assignments Involving More
than One Appraiser, as proposed in
the Third Exposure Draft, to help clarify guidance related to significant
appraisal assistance.
- Revisions
to Advisory Opinion 1, Sales History
The
Board adopted revisions to Advisory Opinion 1, Sales History, as
proposed in the Third Exposure
Draft (with deletion of lines 1749-1752), to help clarify guidance related to
an appraiser’s proper analysis and
reporting related to a subject property’s prior and pending
sales and
current listings.
- Revisions
to Advisory Opinion 32, Ad Valorem Property Tax Appraisal and Mass Appraisal Assignments
The
Board adopted revisions to Advisory Opinion 32, Ad Valorem Property Tax
Appraisal and Mass
Appraisal Assignments,
as proposed in the Third Exposure Draft, to reflect the adopted changes to STANDARDS 5 and 6.
Source: The Appraisal Foundation – Appraisal Standards Boards – February 23, 2017
The Occupational
and Professional Licensing Administration is excited to introduce a
brand new license management system that will fully digitize the licensing
process. This new platform is now available and it is designed to improve your
overall customer service experience.
We are pleased to
invite you to utilize the new license management system.
To submit an
application through our online portal follow the steps below:
1. Visit the Board’s website: https://www.dcopla.com/appraisal/
2. If this is your first time accessing the
system, you will need to register for an account.
3. Under “Licensing Services,” a link is provided
to access the online portal.
4. On the next page, select “New Individual” and
"Register Now" to register for an account.
OR
If you are
Reinstating or Renewing Your License:
1. If you had an account in our previous portal,
click on: Already Registered.
2. Click: Forgot Password.
3. Follow the prompts: To re-activate your
account in the new portal.
4. Once logged in: Scroll down to your license
type.
5. Click “Begin” to start the application.
6. Answer the screening questions and follow the
prompts to upload documents and make payment.
Current system capabilities allow you to:
- Activate your account.
- Change your email and mailing address.
- Change your phone number(s).
1. Log in to the system using your e-mail and new password.
2. Once logged in, follow the prompts to view your account
or make changes to your email address or phone number(s).
Please ensure that you provide the Board with an accurate and current email address, as renewals and notifications are sent via email.
If
you encounter any issues with this process or have additional questions, please
contact a customer service representative at 1-866-270-9817.
One major change with the new license and renewal
applications is that a photo will be required for the next issuance of your
license. The photo you upload to appear on your license must be on a plain white background and be a front-facing,
“passport-style” photo of only yourself (do not submit a photo of your
passport or other photo). We will continue to communicate more details about the online system as updates become available.
1. Log in to the system using your e-mail and new password.
2. Once logged in, follow the prompts to view your account,
upload your photo, or make changes to your email address or phone number.
If
you encounter any issues with this process or have additional questions, please
contact a customer service representative at 1-866-270-9817.
 |
|
Once you have received your new license, please visit the Appraisal Subcommittee website, www.asc.gov and search for your name. Your license should read: ACTIVE. If it does not, please email Board Administrator, Patrice Richardson, patrice.richardson@dc.gov. In the subject line of your message, please type: ASC. We want to ensure that updates to the ASC reflect your current license status. |
I participated in the 2017 Performance Oversight hearing, during March providing testimony before the Committee on Housing and Neighborhood Revitalization and the Honorable Anita Bonds, Committee Chairperson. Each year, the Board provides the DC Council with the:
- Board's goals and objectives
- Enforcement of the law and regulatory issues
- Activities and accomplishments
- Legislative issues
I want to share with you, my testimony that presented the Board's accomplishments and plans for improvement.
Testimony of Tamora Papas, Chairperson
Before the Committee on Housing and Neighborhood Revitalization
Council of the District of Columbia
The Honorable Anita Bonds, Chairperson
John A. Wilson Building
Room 120
1350 Pennsylvania Avenue, NW
Washington, DC 20004
Friday, March 2, 2018
11:00 AM
Testimony Before Committee on Housing
and Neighborhood Revitalization
Good morning, Chairperson Bonds,
members, and staff of the Committee on Housing and Neighborhood Revitalization.
My name is Tamora K. Papas, and I have the pleasure of serving as Chairperson
of the District of Columbia Board of Real Estate Appraisers. Thank you for
inviting me to testify on behalf of Mayor Muriel Bowser in today’s hearing to
discuss the activities and accomplishments of the Board in Fiscal Year 2017.
Our members are Todd Canterbury,
Appraiser Member; Andrew Sullivan, Appraiser Member; Marguerite Allen, Consumer
Member; and Margot Wilson, Real Estate Broker Member. I would be remiss in my
role as Chairperson if I failed to compliment the Board’s staff on the superb
job they do facilitating the many facets of this Board.
District of Columbia
Board of Real Estate Appraisers, Fiscal Year 2017
The DC Board
of Real Estate Appraisers is uniquely situated as the only professional
licensing board within the Office of Occupational and Professional Licensing
Administration that is federally regulated under Title XI of the Financial
Institutions Reform, Recovery, and Enforcement Act of 1989, commonly referred
to as FIRREA.
Accordingly, the board is mandated by
Congress to follow FIRREA as amended, and its accompanying rules and
regulations. Additionally, “the
Appraisal Subcommittee, created by FIRREA, is to provide that Federal financial
and public policy interests in real estate transactions will be protected by
requiring that real estate appraisals utilized in connection with federally
related transactions are performed in writing, in accordance with uniform
standards, and by individuals whose competency has been demonstrated and whose
professional conduct will be subject to effective supervision. In general, the ASC oversees the real
appraisal regulatory framework as it relates to federally related transactions
as defined in Title XI.” [1]
During FY17,
91 new applicants were approved for licensure in four categories, including
trainee, licensed residential, certified residential, and certified general.
Throughout FY17, the Board reviewed Exposure Drafts issued by the Appraisal
Foundation’s Appraisal Qualification Board, the Appraisal Standards Board, and
the Appraisal Practices Board.
Appraisal Subcommittee Audit
The ASC
requires that an audit is conducted every two years to verify that the Board is
maintaining compliance with FIREEA. The Board and staff provide quarterly
reports to the Appraisal Subcommittee, as well as timely updates regarding
disciplinary actions taken. The disciplinary actions are entered into a
national database.
The areas evaluated include the
regulations governing the practice of real estate appraisal in the District,
the approval of applications, enforcement of laws and regulations,
pre-licensing and continuing education programs, public meeting minutes, and
the license renewal process. The Board
is preparing for the next audit to take place in 2019.
Efficient Complaint
Investigation
Real estate
appraisals are the result of the evaluation of several complex factors. The
nature of the work often means that complaints from the public alleging faulty
appraisals require an appraisal expert’s opinion. To ensure complaints are
thoroughly reviewed in a timely manner, the Board hires appraisers on a
contract basis to review complex complaints. This process has worked well and
resulted in well-written complaint summary reports submitted for the Board’s
review in a timely manner.
During
Fiscal Year 2017, the Board again is pleased to report that all complaints
submitted to the Board for review have been expeditiously reviewed and closed.
The Board reviewed six new complaints, one of which was referred to our
contract appraiser for review. The Board issued two informal admonitions in
FY17.
National Influence
of DC Board of Appraisers
The DC Board
of Appraisers continues to be successful in maintaining our membership with the
Association of Appraiser Regulatory Officials (AARO). These conferences bring
together top regulatory officials from around the country and keep the Board
abreast of key developments impacting the Board’s enforcement of federal
regulatory requirements.
The AARO annual conference is held in
the District each year, and the spring meeting was held in Tampa, Florida
during April 2017. The Board was well represented in attendance at these
meetings. I currently serve on the AARO Board of Directors as an alternate
member and co-chair of the Communication Committee. I am currently being considered as a full
director on the AARO Board.
Educational Programs
The Board continues to move toward
expanding its educational offerings through public-private partnerships with
numerous local agencies and private organizations. During FY17, the Board again
participated in co-sponsoring a historic preservation seminar for all licensed
appraisers with the DC Historic Preservation Office, the DC Preservation
League, and the DC Real Estate Commission. Attendees received three hours of
continuing education credits. These seminars represent a continuing effort by
the Board to ensure our licensees are knowledgeable about our historic districts
and disclosure requirements. We will continue to maintain rigorous continuing
education requirements for our licensees.
Conclusion
In
conclusion, the Board members consider our role a great opportunity to serve
the citizens of the District of Columbia. We will continue to carry out the
Board’s many responsibilities including: establishing high standards for
pre-licensing and continuing education, investigating consumer complaints,
penalizing bad actors, complying with federal requirements, and engaging with
professional regulatory organizations across the nation.
Thank you for your leadership and
support. The Board appreciates the opportunity to share its accomplishments and
plans for continuous improvement and looks forward to continuing to work with the
Committee. This concludes my testimony. The Board’s staff and I are happy to
answer any questions you may have.
[1]
Appraisal Committee Annual Report, 2016.
Appraiser Renewal Cycle (2018-2020)
CE Mandatory Requirements = 28.0 Hours
September 27, 2018
DC Real Estate Commission, Mandated Courses 2017 – 2019 Commission sponsored courses. Gallaudet University, Washington, DC
October 19 - 22, 2018
Association of
Appraiser Regulatory Officials, Annual Conference, Westin City Center, Washington, DC
May 3 - 5, 2019
Association of Appraiser Regulatory Officials, Spring Conference, Denver, CO
Date TBD
Historic Preservation sponsored courses for 2019
- Leon Lewis, Executive
Director
- Patrice
Richardson, Board Administrator
- Kevin Cyrus,
Education Coordinator
- Kathy Thomas,
Education Liaison
- Arnebya
Herndon,Technical Writer/Editor
- Kia Winston,
Legal Counsel
|
