IDAHO REAL ESTATE APPRAISER BOARD

Bureau of Occupational Licenses

1109 Main Street, Suite 220

Boise, ID 83702-5642 

 

Board Meeting Minutes of 8/10/2009

 

 

 

BOARD MEMBERS PRESENT:  Rick A. Bachmeier - Chair

                                                             Paul J. Morgan

                                                             Patricia Lentz

                                                             Kenneth W. Nuhn

                                                             Jack R. Van Wyk

 

 

                                                           

 BUREAU STAFF:                          Tana Cory, Bureau Chief

                                                            Dawn Hall, Administrative Support Manager

                                                            Lori Peel, Investigative Unit Supervisor

                                                            Marcie McGinty, Appeals Hearing Coordinator

                                                            Dave Hotchkiss, Investigations Coordinator

                                                            Karl Klein, Administrative Attorney

                                                            Mike Gilmore, Deputy Attorney General

                                                            Maria Brown, Technical Records Specialist

 

OTHERS PRESENT:                     Michael Scott

                                                            Jeff Treadwell

                                                            Edward Bowman

                                                            Brian Kirkham

                                                            Tyler Martin

                                                            Niels Hansen

 

                                   

Meeting was called to order at 8:34 AM MDT by Rick A. Bachmeier.

 

 

APPROVAL OF MINUTES

 

The Board reviewed the 6/3/2009, 6/8/2009, and 7/1/2009 minutes.

 

It was moved by Ms. Lentz to approve the 6/3/2009, 6/8/2009, and 7/1/2009 minutes as written. Seconded by Mr. Van Wyk, motion carried.

 

 

LEGISLATIVE REPORT

 

Ms. Cory gave the legislative report. Three additional boards have been added to the Bureau. Ms. Cory informed the Board that she did contact the Governor’s Office regarding the possible regulation of appraisal management companies.  

 

 

FINANCIALREPORT

 

Ms. Hall gave the financial report, which indicates a cash balance of ($31,807.69) as of 6/30/2009. The Bureau is now working with a collection agency for fines that are past due. Mr. Nuhn stated Washington State has increased its renewal fees for real estate appraisers. He will forward the information to the Board’s secretary to give to Ms. Hall.

 

 

FORMAL DISCIPLINARY ACTION

 

Mr. Gilmore presented a memorandum for case REA-2007-150.

 

After review, the Board presented their recommendations to the Office of the Attorney General.

 

Mr. Gilmore presented a memorandum for case REA-2009-15.

 

After review, the Board agreed with the recommendations of the Office of the Attorney General.

 

Mr. Gilmore presented a memorandum for case REA-2009-16.

 

After review, the Board agreed with the recommendations of the Office of the Attorney General.

 

Mr. Gilmore presented the Board a Stipulation and Consent Order for case REA-2008-69. 

 

It was moved by Ms. Lentz to accept the Consent Order for case REA-2008-69 with a timely work product submission to the Board every 30 days for nine months and to authorize the Board Chair to sign on behalf of the Board. Seconded by Mr. Morgan, motion carried.

 

The Board directed the investigative staff to e-mail the respondent’s log to one Board member. The Board member will then select a work product for staff to request. The respondent will have 15 days to submit the work product. Staff should then forward the submitted work product back to the Board member for review. The Board member will review the work product to insure that the same errors previously made which resulted in discipline are not continuing. The Board member will have 15 days to forward their findings back to staff.  

 

The Board directed the investigative staff to present a report during each Board meeting listing who has submitted disciplinary logs, the date the log and work product was received by the Bureau, which Board member was assigned to review the work product, and when it was sent for review.

 

Mr. Gilmore presented the Board a Stipulation and Consent Order for case REA-2008-73. 

 

Ms. Lentz recused herself from any discussion or action.

 

It was moved by Mr. Van Wyk to accept the Consent Order for case REA-2008-73 and to authorize the Board Chair to sign on behalf of the Board. Seconded by Mr. Nuhn, motion carried.

 

Mr. Gilmore presented a memorandum for case REA-2008-71.

 

After review, the Board presented its recommendations to the Office of the Attorney General.

 

Ms. McGinty presented the Board a Petition for Reconsideration for case REA-2007-149.

 

It was moved by Ms. Lentz to deny the Petition for Reconsideration for case REA-2007-149 and direct staff to send a response letter similar to the letter for case REA-2008-71. The licensee had adequate time prior to signing the Stipulation and Consent Order. The violation was during the time that the licensee was a licensed residential appraiser. Seconded by Mr. Morgan, motion carried.

 

 

INVESTIGATIVE REPORT

 

Mr. Hotchkiss presented the investigative report.

 

For Board Determination:

 

I-REA-2008-76/107 R failed to respond to a CE audit request.  R later submitted documentation verifying completion of CE.  IBOL recommends the Board authorize closure.

 

Case number I-REA-2008-76/107:  Following review, it was moved by Ms. Lentz to accept the Bureau’s recommendation for closure. Seconded by Mr. Morgan, motion carried.

 

I-REA-2009-10 R failed to submit documentation of a 7-hour USPAP Update course within 24 months of renewal in response to a CE audit request.  R later submitted documentation verifying completion of the 7-hour USPAP Update course.  IBOL recommends the Board authorize closure.

 

Case number I-REA-2009-10:  Following review, it was moved by Ms. Lentz to accept the Bureau’s recommendation for closure. Seconded by Mr. Morgan, motion carried.

 

I-REA-2009-23 R failed to submit documentation of a 7-hour USPAP Update course within 24 months of renewal in response to the CE audit request.  R later submitted clarification that R taught an approved USPAP course to obtain his 7-hour USPAP Update CE credits.  IBOL recommends the Board authorize closure.

 

Case number I-REA-2009-23:  Following review, it was moved by Ms. Lentz to accept the Bureau’s recommendation for closure. Seconded by Mr. Morgan, motion carried.

 

I-REA-2009-31 R failed to respond to a CE audit request.  R voluntarily surrendered his license in a recent disciplinary matter, and the Board revoked R’s license and renewal rights.  IBOL recommends the Board authorize closure.

 

Case number I-REA-2009-31:  Following review, it was moved by Ms. Lentz to accept the Bureau’s recommendation for closure. Seconded by Mr. Nuhn, motion carried.

 

I-REA-2009-32/35 R failed to respond to a CE audit request.  R subsequently provided documentation to confirm compliance with CE requirement.  IBOL recommends the Board authorize closure.

 

Case number I-REA-2009-32/35:  Following review, it was moved by Ms. Lentz to accept the Bureau’s recommendation for closure. Seconded by Mr. Nuhn, motion carried.

 

Ms. Peel gave the Board a status report on all pending cases older than one year. After review, the Board agreed that these cases have valid reasons for being over one year old.

 

 

NEW BUSINESS

 

It was moved by Ms. Lentz to amend the agenda to include discussion of the open meeting law. This is the first opportunity to discuss the amendments to the open meeting law with counsel per Idaho Code 67-2343 (4) (c).  Ayes were: Mr. Nuhn, Ms. Lentz, Mr. Morgan, Mr. Van Wyk, and Mr. Bachmeier. Seconded by Mr. Nuhn, motion carried. 

 

Mr. Klein discussed each of the amendments to the open meeting law with the Board. The Board was advised not discuss board issues outside of a Board meeting. This would be a violation of the open meeting law. The individual Board members should forward information to their Board secretary. The Board secretary may forward items to the entire Board if directed by the Board chair.

 

 

OLD BUSINESS

 

PROPOSED RULE CHANGES

 

The Board reviewed the proposed rule changes.

 

Mr. Van Wyk proposed changing Idaho Code 54-4104 to include bare land that is zoned 1 to 4 units. Ms. Cory referred Mr. Van Wyk to the proposed rule change to section 54-4104 (11).

 

The Board recommended changing proposed rule 401.02 from “identical” to “substantially similar” and omitting appraiser trainee registration from rule 275.03.

 

It was moved by Mr. Van Wyk to approve the proposed rule changes and submit them to the Legislature. Seconded by Mr. Morgan, motion carried. 

 

Ms. Cory reviewed the process for submitting rule changes.

 

 

CORRESPONDENCE

 

The Board reviewed a letter from Mr. Greg Graybadger.

 

The Board stated this issue has already been addressed by the Board in the past. The 100% compliance of continuing education for the past six audits proves Idaho appraisers now understand the requirement. Changing the requirement at this time would just confuse licensees. Appraisers can take a continuing education course that exceeds the 15 hour requirement to better themselves in their profession. There are several Idaho approved continuing education courses which range from 2 to 15 hours in length that appraisers can choose from to meet the requirement. Appraisers can now take their continuing education courses online, or in a classroom. This occupation has federal oversight. The Appraisal Subcommittee has stated that carryover hours would not be accepted. The Board feels that this issue would be better directed to the Appraisal Subcommittee. The Board stated the minutes will be the Board’s response to Mr. Graybadger’s letter.

 

The Board reviewed a letter from Mr. Mike Gamblin.

 

The Board directed counsel to respond to Mr. Gamblin’s letter and the e-mail regarding the clarification of broker price opinion. The Board would like counsel to outline the current law regarding BPO’s, without interpreting the law. The Board stated that if an individual would like further clarification of the law, they should hire an attorney.

 

 

APPRAISAL INSTITUTE LINK

 

The Board addressed a request to add a link to the Board’s website to an   Appraisal Institute article.

 

The Board denied the request noting that it did not want to appear that the Board is promoting a specific association.

 

 

TO DO LIST

 

The Board reviewed the past to do list.

 

A Board member who holds a Certified General Appraisers license will need to revise the current work product checklist to include commercial property reviews.

 

 

ASC

 

The Board reviewed the correspondence from the Appraisal Subcommittee.

 

 

AARO

 

The Board addressed the upcoming fall Association of Appraiser Regulatory Officials conference.

 

It was moved by Mr. Morgan to send Mr. Nuhn and Ms. Brown to the 2009 Fall AARO conference and pay their related expenses. Seconded by Ms. Lentz, motion carried.

 

 

EXECUTIVE SESSION

 

A motion was made by Mr. Morgan that the Board go into executive session under Idaho Code § 67-2345(1)(d) to consider records that are exempt from disclosure under the Idaho Public Records Law. The purpose of the executive session was to consider license application materials. Seconded by Ms. Lentz. The vote was: Mr. Nuhn, aye; Ms. Lentz, aye; Mr. Morgan, aye; Mr. Van Wyk, aye; and Mr. Bachmeier, aye. Motion carried.

 

It was moved by Mr. Van Wyk that the Board enter regular session. Seconded by Mr. Morgan. The vote was: Mr. Nuhn, aye; Ms. Lentz, aye; Mr. Morgan, aye; Mr. Van Wyk, aye; and Mr. Bachmeier, aye. Motion carried.

 

 

APPLICATIONS

 

Approved for Exam

 

It was moved by Mr. Morgan to approve the following applicants for examination:  

 

AMES MARK DOUGLAS - CRA

BAKER LEWIS E - LRA

BOWMAN EDWARD PIKE - CGA

COOK CAMERON JAMES – CRA

EGBERT MICHAEL R- CRA

FLAHERTY RAYMOND JOSEPH - CRA

HANSEN NIELS PETER – CRA

HOWARD KEITH - CRA

MARTIN TYLER PATRICK - CGA

MUNN RENEE J – CRA

PARKER MIKE J - CRA

ROBERTS DILLON – CRA

WARD BENJAMIN BERTRUM - CGA

 

Seconded by Ms. Lentz, motion carried.

 

Pending

It was moved by Mr. Morgan to hold the following applicants pending further information:

901062197

901075552

901042326

901065843

901090084

901089550

901056391

 

Seconded by Ms. Lentz, motion carried.

 

 

CE COURSES

 

The Board approved the following provider course applications:

 

APPRAISAL INSTITUTE

 

UNIFORM APPRAISAL STANDARDS FOR FEDERAL LAND ACQUISITIONS - 16 - CE

           

THE DISCOUNTED CASH FLOW MODEL: CONCEPTS, ISSUES, AND APPLICATIONS - 7 - CE

           

ONLINE SITE USE & VALUATION ANALYSIS - 6 - CE

           

ONLINE APPRAISAL CURRICULUM OVERVIEW-RESIDENTIAL - 8 - CE

 

ARMBRUST & ASSOCIATES

 

7 HOUR USPAP UPDATE COURSE - 7 - CE

 

DYNASTY SCHOOL

 

2008-2009 NATIONAL USPAP UPDATE - 7 - CE

REAL ESTATE APPRAISAL - 21 - CE

 

EXECUTRAIN OF IDAHO

           

STATISTICS, MODELING AND FINANCE - 15 - PL/CE

ADVANCED RESIDENTIAL APPLICATIONS & CASE STUDIES - 15 - PL/CE

MARKET ANALYSIS & HIGHEST AND BEST USE - 15 - PL/CE

 

MCKISSOK LP

 

NEW FANNIE MAE FORM 1004MC, HVCC & MORE! - 8 - CE

FANNIE MAE FORM 1004MC, HVCC, & MORE! - 7 - CE

 

VAN EDUCATION CENTER

 

2008-2009 7-HOUR USPAP UPDATE - 7 - CE

 

It was moved by Mr. Nuhn to approve the Kaplan Professional Schools course titled, “Residential Inspection” for 20 hours of pre-licensure education credit for Mr. Jeff Treadwell. Seconded by Ms. Lentz, motion carried. 

 

 

NEXT MEETING 10/19/2009

 

 

ADJOURNMENT

 

It was moved by Mr. Morgan that the meeting adjourn at 4:35 PM MDT. Seconded by Mr. Nuhn, motion carried.