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Chapter FYI from AI

October 10, 2016

In this issue

DATES & DEADLINES                                                                                                   

Nov. 28 – Chapter and region dues and fees schedule to be submitted to national office (see below)
Dec. 31 – Chapter Co-op Advertising Program reimbursement submission deadline
Dec. 31 – Fourth quarter online revenue share criteria due
Jan. 1 – AI Education Trust scholarship application deadline
2017 Chapter Operations Manual Now Available
The 2017 Chapter Operations Manual is available to chapter leaders in the Chapter Business Tools section on the AI website. The manual is a comprehensive guide for Appraisal Institute chapter leaders and staff regarding chapter operations. It includes the following sections as well as a valuable calendar of important dates and deadlines for the year:
  • Education Resources
  • Understanding Governance
  • Handling Chapter Finances
  • Reporting Chapter Information
  • Chapter Support
  • Tackling Marketing and Public Relations
  • Appraisal Institute Policies

The Chapter Operations Manual and the many resources for chapters contained within Chapter Business Tools are accessible by all chapter officers, the chapter executive director, education committee chair and candidate guidance committee chair.

Submit 2017 Annual Dues and Fees Online
Chapter and region 2017 dues/fees must be submitted electronically via the entry form in Chapter Business Tools. Instructions can be found here. Chapters and regions are strongly encouraged to enter their 2017 dues/fee amounts via the online entry form by Oct. 31; however, these amounts can be modified until end of day Nov. 28. Extensions or changes beyond this date are not possible due to the extremely short turnaround time needed by the printer to produce next year’s invoices.

AI Finance Requests Chapter Lobbying Expense Information
Each Appraisal Institute chapter and region is required to provide the amount expected to be spent per Designated Member and Affiliate on lobbying expenses in 2017 for inclusion on the annual dues/fees invoice.

The disclosure amount should be calculated by taking the total amount budgeted by the chapter or region on lobbying expenses in 2017 and dividing it by the total number of dues/fees paying members. The amount will be reported to Designated Members and Affiliates as a nondeductible business expense on the 2017 invoice.

As 501(c)(6) organizations, Appraisal Institute chapters and regions have a legal obligation to annually report to the Designated Members and Affiliates the portion of local dues and fees that is not tax deductible as a business expense because the money is used for lobbying expenses by the local chapter or region. Chapters must advise Designated Members and Affiliates at the time of dues/fees assessment or payment (i.e., via the invoice) as to what portion of their payment the chapter/region reasonably expects to expend on lobbying expenses during the period for which the dues/fees are being paid (i.e., the next year). Additionally, chapters and regions must report lobbying expenditures and dues non-deductibility to the IRS (via the Form 990, Schedule C) on an annual basis.

Chapters that spend $2,000 or less annually on in-house lobbying expenditures (i.e., staff salaries) are exempt from the member notification and IRS reporting requirements. However, amounts paid to engage outside lobbyists and amounts paid to other lobbying organizations (i.e., a government affairs coalition) do not qualify for this $2,000 exception and must be reported to Designated Members, Affiliates and the IRS.

For example, if in the coming year a chapter reasonably expects to pay $10,000 to a state government affairs coalition or to retain a professional lobbyist, and the chapter has 100 Designated Members, the chapter must report on the dues invoice that $100 of their dues is not tax deductible as a business expense. Additionally, when the chapter files its annual Form 990, the chapter must check “Yes” on Part IV, line 5 regarding membership dues, and complete Schedule C, Part III.

Failure to comply with these requirements may result in IRS penalties, including a 35 percent proxy tax on any deficiency balance.

State and Government Agency Registrations for Chapter Programs
When working with state or government agencies on registrations for chapter sponsored seminars/classes, you will likely be asked to provide a DUNS Number or Cage Code in order to receive payment via ACH Credit. If your chapter does not have its own number/code and you provide them with the Appraisal Institute DUNS number and/or Cage Code, please make sure to inform the National office. This number/code is linked to National’s bank account and the payment will be sent to our office.

In order to ensure that your chapter receives the payment for registrations, please send an email to Finance at, and provide us with as much information as possible such as a copy of an invoice that was generated, class date, expected payment amount, etc. These payments typically do not include chapter names, therefore it is extraordinarily challenging to know which chapter should receive the funds. If you have any questions, please contact Sylvia Davila or Yolanda Smith at Thank you.

Congratulations, Chapter Award Winners!
Congratulations to the five chapters that received 2016 Chapter Awards in one of three categories Sept. 22 at the Chapter Leadership Program in Chicago:

Chapter Newsletter Award
Large Chapter Category: Florida Gulf Coast Chapter
Medium Chapter Category: Alabama Chapter
Small Chapter Category: West Virginia Chapter

Hot Topic/Special Projects Award
Northern California Chapter

Government Relations Award
Chicago Chapter

Chapter Co-op Advertising Program
The Chapter Co-op Advertising Program provides financial support to chapters to aid in their efforts to promote the Appraisal Institute to external audiences.

Chapters can be reimbursed 50 percent of their promotional costs, up to $750 per chapter per calendar year. All efforts must promote the value and image of the Appraisal Institute, the chapter and its Designated Members, Candidates for Designation, Practicing Affiliates and Affiliates to external audiences, such as allied professional groups and consumers.

A broad variety of promotional activities may qualify for reimbursement, including:

  • Placement of display ads
  • Publication of chapter rosters/directories that are distributed to external audiences
  • Publication of brochures intended for external audiences
  • Public service announcements on radio and/or television
  • Sponsorship of booths; programs; or functions at trade shows, seminars, and other events run by other organizations
  • Fees for speakers at joint meetings with other organizations
  • Cost of chapter website design and maintenance

To receive funding, chapters must submit proof of their promotional efforts, including copies of paid invoices and distribution lists (if applicable). Claims must be submitted to the national office in Chicago by the end of each calendar year by emailing or by sending supporting documents to: 

Appraisal Institute
Attn: Scott Brody
200 W. Madison Street, Suite 1500
Chicago, IL 60606

AI Seeks Proposals for 2017 International Conference Educational Sessions
The Appraisal Institute is seeking proposals by October 28 for presentations for the joint AI-Appraisal Institute of Canada 2017 International Valuation Conference, June 8-11, in Ottawa, Ontario, Canada.

  • Participants of the 2016 Annual Conference identified high interest in the following topics:
  • New Technology and Resources
  • Expert Testimony
  • Appraisal Review Trends for Appraisers & Lenders
  • Green Buildings
  • Market Analysis
  • Review Expectations & Regulatory Impact
  • International Valuation
  • Property Rights

Learn more about submitting a presentation. Click here to watch video.

MINIMUM CHAPTER CRITERIA                                                                                        
Reminder: Submit Amended Chapter Bylaws
If your chapter has not yet submitted its amended chapter bylaws via the Minimum Chapter Criteria Report website please do so immediately to remain in compliance with the Minimum Chapter Criteria. Please contact Scott Brody, senior manager, Professional Resources, with any questions.

The Appraisal Institute Board of Directors, during its July 28–29 meeting in Charlotte, North Carolina, adopted a motion that permits Practicing Affiliates to serve on chapters’ education, finance, government relations, external relations and public relations committees. Chapters are required to amend their bylaws to reflect this motion in order to remain in accordance with AI Bylaws and Regulation 8.

AI EDUCATION TRUST                                                                                                 

AI Education Trust Scholarship Opportunities
Does your chapter have Candidates who are trying to meet their deadlines but may need assistance? Are your Candidates aware of the available Appraisal Institute Education Trust Scholarships?

The Appraisal Institute Education Trust offers options to Candidates for Designation to assist them in completing their education deadlines. Upcoming scholarship deadlines:

Jan. 1
  • Appraisal Institute Education Trust AI Course Scholarship
  • Appraisal Institute Education Trust Minorities and Women AI Course Scholarship

Candidates are eligible to receive one scholarship per calendar year.

Please note: It is recommended that, prior to submitting a scholarship application, applicants attend a minimum of two Appraisal Institute chapter meetings annually.

Learn more about AIET Scholarship options - click here or email


UPDATED! Case Studies in Appraising Green Residential Buildings
Featuring real-life examples provided by builders, real estate agents and appraisers, this recently updated one-day professional development course introduces participants to valuation methods for appraising the high-performance house. Developed by the Appraisal Institute’s highly esteemed green expert, Sandy Adomatis, SRA, LEED Green Associate, this course uses her Residential Green Valuation Tools book as the required course materials. The book can be purchased from the AI bookstore. Available now! 

NEW! Review Case Studies-Residential
This hands-on two-day course is designed for appraisers, reviewers and other real estate professionals who regularly work with reviews. Participants will work through all seven steps of the review process and apply them to a sample review based on a real-to-life assignment. Mandatory course for Candidates seeking the AI-RRS designation. Premieres in December. Available to chapters January 2017.

UPDATED! Residential and Commercial Valuation of Solar
As the United States continues to search for energy alternatives, solar PV (photovoltaic) for residential properties are becoming more common and creating a demand for appraisers properly trained in valuing solar PV. This hands-on two-day professional development course introduces participants to solar terminology and uses real-life case studies to show how to solar-related valuation problems can be resolved. Available to chapters January 2017.

UPDATED! Valuation of Conservation Easements
Designed for general certified appraisers, this updated four-day professional development course deals with the intricacies involved in one of the most misunderstood and difficult types of appraisals: conservation easements. Shortened from five days to four, this course will familiarize participants with conservation easement valuations in a variety of different situations, including conventional appraisals, appraisals that are required to comply with the Yellow Book and appraisals involving non-cash charitable contributions that are required to comply with IRS standards. Available to chapters in 2017 (tentative March/April). Note: Once the updated Yellow Book has been released to the public (expected by end of the year), we will notify chapters when the course will be available.

UPDATED! Uniform Appraisal Standards for Federal Land Acquisitions
After 16 years, the U.S. Department of Justice is updating the “Yellow Book” (Uniform Appraisal Standards for Federal Land Acquisitions). Seasoned appraisers of federal land acquisitions or experienced residential or general appraisers interested in expanding their client base to include federal acquisition agencies will be provided with the updated knowledge needed to correctly apply the Uniform Appraisal Standards for Federal Land Acquisitions. This two-day seminar will be available to chapters in 2017. Note: Once the Yellow Book has been released to the public (expected by end of the year), we will notify chapters when the seminar will be available.

NEW! Review of Guidelines for Disciplinary Cases (title TBD)
AI currently is developing this ½-day seminar for residential and general appraisers that will employ an investigator’s mindset and a regulator’s perspective to explore why a state investigation is serious business, how the process works, how a complaint begins, the consequences of sanctions, the role of USPAP and what can be learned from disciplinary actions. Available to chapters in 2017 (tentative April/May).

NEW/REWRITE!! Analyzing Tenant Credit Risk and Commercial Lease Analysis (title TBD)
First developed in 1998, this important and very relevant seminar has evolved significantly to stay relevant to the market. Now, this one-day seminar is being updated to provide a look into the ways tenant credit risk affects the valuation of commercial real estate and the analysis of leases. Available to chapters in 2017 (tentative May/June).

NEW! Land Valuation
This one-day practical applications seminar is under development for general and residential appraisers and will focus on the topic of land in transition. Five to seven mini-case studies of varying lengths will be presented, and each will address a perplexing problem in land valuation. Available to chapters in 2017 (tentative July/August).

FREE and Recently UPDATED Seminars!
These Spotlight seminars are FREE, only two-hours  long and available for download them from the Chapter Resources sections on the Knowledge Center (see below). Repeat, there is NO CHARGE FOR MATERIALS. Topics include:
  • Spotlight on USPAP: Appraisal Review
  • Spotlight on USPAP: Common Errors and Issues
  • Spotlight on USPAP: Confidentiality
  • Spotlight on USPAP: Reappraising, Readdressing, Reassigning: What to Do and Why
  • Spotlight on USPAP: Workfiles - Who, What, Where, When, How, and Why
  • A Lender’s Perspective: The Role of the Appraisal in the Lending Process


  • Consider the bulk shipping option when setting up new classes in OLRS.
    • All materials are sent directly to chapters or location of the class.
    • Students have immediate access to materials via the Knowledge Center upon registration and for one year after the class.
    • Bulk shipping costs are typically 50 to 85 percent less than other options.
    • This option must be selected at least 30 days before the start of the class.
  • Minimize last-minute shipping.
    • Order materials sooner than eight business days before the start of the class to ensure materials are shipped via UPS Ground. 
    • Order a few extra solutions and exams (if applicable) to accommodate walk-ins or late registrants.
  • Take advantage of downloadable materials option.
    • Direct late registrants to the Knowledge Center for the download-only option when you do not have hard copies available.
    • Encourage the download-only option to everyone to avoid all shipping costs. This is easily set up in the OLRS section, Offering Administration, under #3 - View/Edit Direct Ship Indicator.
Capstone Location Webinar #1 Webinar #2 Classroom Dates
New York, NY** Sep 23, 2016 Oct 18, 2016 Nov 7 - 13, 2016
Charlotte, NC* Sep 23, 2016 Oct 18, 2016 Nov 7 - 13, 2016
Pittsburgh, PA** Sep 23, 2016 Oct 18, 2016 Nov 7 - 13, 2016

*Program sold out.
**Program closed, but not sold out. 

The 2017 Capstone schedule is now open for registration.


  • Arrange for evaluations to be sent to the national office by a chapter representative or a student. Instructors must not handle evaluations!
  • Check with your instructor(s) in advance to ensure they have the most current version of instructor materials. Ask them to check the Knowledge Center for updated information.
  • Open boxes immediately upon receipt to check materials received against materials ordered.
  • Ship back all necessary materials to Education Delivery at the national office to arrive within FIVE BUSINESS DAYS of the conclusion of the program.


Adding Chapter Service to AI CE Log
Entering chapter service via the online AI CE Log is easy! The online system will process the hours of chapter service in real time, immediately adding them to a Designated Member’s or Practicing Affiliate’s AI CE Status Report. Please review THIS GUIDE on how to add chapter service.

Accessing AI CE Status Report and Log for Designated Members and Practicing Affiliates
Entering outside provider CE is easy for both Designated Members and Practicing Affiliates once they log in and click on the link: MY AI CE Status Report. Designated Members and Practicing Affiliates can see what AI CE requirements have been completed and what still needs to be completed and when their AI CE cycle ends and begins. THIS GUIDE will show chapters how to help Designated Members and Practicing Affiliates see their AI CE Status Report and how to add AI CE to their log, including service to AI, the real estate profession and as a Candidate Advisor. 


The Appraisal Institute announced Oct. 5 the recognition of one individual as a “Volunteer of Distinction” for the month: Jennifer Hsu, MAI, Region VII.
Appraisal Institute Designated Members, Candidates for Designation, Practicing Affiliates and Affiliates may nominate such individuals by submitting the nomination form to their chapter’s executive director or president. Each region’s honorees then are chosen by their regional executive director, in conjunction with the region’s chair and vice chair. The nomination form and additional information about the Volunteer of Distinction program can be found here.


Recognize new Candidates for Designation, Practicing Affiliates and Affiliates at your next chapter event and help give them an extra-special welcome. You can enhance chapter retention in simple ways by working with your chapter leadership team to build a new outreach program that includes extending personal invitations to upcoming chapter meetings, asking a veteran Designated Member to mentor a new individual, highlighting new individuals in your chapter newsletter and calling or emailing new Candidates for Designation, Practicing Affiliates and Affiliates as soon as they join. 
View all new Candidates for Designation who joined in September.
View all new Practicing Affiliates who joined in September.
View all new Affiliates who joined in September.
Recognize and congratulate newly Designated Members in your chapter! A list of all individuals who recently were designated is available. View the list here.

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