Executive Summary State Board of Certified Real Estate Appraisers 2601 North Third Street, Harrisburg November 13, 2014 Present at the regular meeting of the Board were: Chairman Tom Smith, Secretary Eric Lehmayer and members Joseph Pasquarella, Jeffrey Walters, Martha Brown (Secretary of the Commonwealth Designee), John Abel (Office of Attorney General), and Paul Wentzel (Secretary of Banking Designee). Also present were Board Counsel Christopher McNally and Board Administrator Heidy Weirich. The following key discussions/actions were taken: 1. The Board approved minutes from the September 2014 meeting. 2. Report of Prosecutorial Division: · File 13-70-07032 (Shawn Sullivan) The respondent is an appraiser trainee who signed the name of a deceased supervisor on an appraisal report. Terms of the Agreement: permanent voluntary surrender. Board approved. 3. The Board approved the application of Guideline Real Estate Services LLC as an Appraisal Management Company. 4. The Board provisionally denied the application of Manuel Joseph as a Certified Professional Evaluator. 5. Counsel provided that the AQB has rescinded a requirement that fingerprint-based background checks be included in state licensing laws. The Board discussed the provision and determined that they will request the DOS to reintroduce the legislative initiative regarding background checks, continuing education for appraiser trainees and reciprocity. 6. The Board heard a presentation from Gary Heiland and Michael Mignogna from the MidAtlantic Valuation Group, as well as Michelle Bradley from the Coalition of Real Estate Appraisers. Discussion centered on three general topics: · Requiring individuals to identify a supervisor when applying for a Licensed Appraisal Trainee (LAT) certificate. Concerns were voiced that this limits the ability of offices to hire and train individuals new to the profession. The presenters indicated that the policy should be for individuals to identify a supervisor after getting their LAT but before they start accumulating experience. After discussion in executive session, the Board directed staff to revise the application process so individuals can apply for an LAT before designating a supervisor. · Provision that supervisors can have up to three trainees but trainees are limited to one supervisor. The Board clarified that the regulations permit trainees to have one supervisor per assignment, and that this does not limit trainees to one supervisor in total. After discussion in executive session, the Board determined that no further clarification is necessary. · Concerns over the 5-year waiting period after licensure to become a supervisor. The presenters noted that AQB requires a 3-year waiting period plus a 4-hour class before becoming a supervisor, and asked the Board to consider a similar requirement for PA. After discussion in executive session, the Board determined that they would maintain the 5-year requirement. 7. Regulatory Report · Regulation 16A-7016 (Schedule of Civil Penalties) – The proposed rulemaking will codify and amend the Board’s current schedule of civil penalties statement of policy. Status: The Board did not discuss the proposal. · Regulation 16A-7018 (Assessment Record Keeping and Reporting) – The proposed rulemaking would revise requirements for the use of certificate number and title for Certified Pennsylvania Evaluators to make the regulation consistent with standards of USPAP, the International Association of Assessment Officers and existing practices in county assessment offices. Status: The Board did not discuss the proposal. · Regulation 16A-7020 (Renewal Fee for Appraiser Trainees) – The proposed rulemaking would adopt a biennial renewal fee for licensed appraiser trainees. Status: The Board did not discuss the proposal. · Regulation 16A-7021 (Appraisal Management Companies) – The proposed rulemaking defines the scope of the Board’s jurisdiction over Appraisal Management Companies. Status: The Board did not discuss the proposal. 8. Next Meeting – December 11, 2014. The foregoing represents the author’s best interpretation of the significant actions and discussions of the Board. Aside from the meeting agenda, the author receives no supporting documentation or materials in advance or during the meeting, nor is the author present during any executive sessions of the Board. Therefore, this summary may not accurately reflect official actions or positions taken. Official minutes of the proceedings may be secured by contacting the Bureau of Professional & Occupational Affairs. Document Date: November 14, 2014 For further information, contact Jennifer Shockley, Political and Community Services Manager