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Report Writing and Valuation Analysis

FULL   Date: November 9 - 14, 2009   Location: Arcadia, CA
 
  Course    
Category  Other [Oth]  
Level  II  
Attendance Hours  26.0  
Exam Hours  14.0  
Current Price  $ 695.00 Member
$ 795.00 Regular
 
  Instructor    
Richard C. DuBay, SRPA, SRA  
Instructor Pending  
    
 
  Location    
Name  Arcadia Hilton  
Address  199 N. Second Avenue  
City  Arcadia  
State  CA  
Zip  91006  
 
Click Here to check state approvals
     
 
  Sponsor / Contact    
Chapter  Southern California
Website  www.sccai.org  
Contact Name  Zouka Rosen  
Email  zouka@sccai.org  
Phone  (818) 957-5111x21  
Fax  (818) 957-0702  
 
  Description    
This course provides instruction and practice in communicating a narrative appraisal. Lectures focus on relevant questions in each step of the valuation process and on the integration of the various parts of an appraisal report. Participants work through a case study, deriving conclusions and organizing them into a consistent, well-reasoned narrative. The examination consists of various parts of a Self-Contained Appraisal Report, which are prepared as homework assignments and submitted at the end of the course. By focusing on effective organization, style, grammar, and the elimination of wordiness and ambiguity, participants learn to develop good writing habits and communicate effectively in appraisal reports.



This course may be used to fulfill the 30-hour Elective topic requirement toward certification in states where approved for QE credit. NOTE: This course is not a substitute for the prerequisite General Appraiser Report Writing & Case Studies course.



Note: Required MAI Designation Course


Content:


  • Effective communication skills
  • Preparation and presentation of various sections of an appraisal report
  • Discussion and critique of writing style and grammar


What You Will Gain:


At the end of the course, you will be able to:


  • Organize facts and conclusions into an objective, logical argument that supports judgments with concrete and specific evidence
  • Select the facts and ideas that are relevant to a specific topic
  • Write meaningful conclusions
  • Recognize and correct common errors in English grammar and usage

Required Text


The Appraisal of Real Estate, 13th ed.

Uniform Standards of Professional Appraisal Practice (USPAP), current ed.


Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
    		•
     
      Audience    
    General or residential appraisers with experience writing narrative reports for commercial properties
     
      Equipment    
  • HP12C calculator
  • You must be familiar with calculator operation when the course begins. Answers to problems in course material are shown using the HP12C. Do not come to class expecting to be taught how to use a financial calculator.
  • Free Review—Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems and Financial Calculator Practice Exercises
  • For additional help with the HP12C calculator, take our online seminar, Using Your HP12C Financial Calculator.
  • Participants are required to have access to a computer and printer for assigned work outside the classroom. Only typed or word-processed narrative exams will be accepted. NOTE: The Appraisal Institute does not provide computer equipment or software.
    		•
     
      Prerequisites    
    Successful completion of Basic Appraisal Principles, Basic Appraisal Procedures, General Appraiser Income Approach/ Part 1, General Appraiser Income Approach/ Part 2, General Appraiser Sales Comparison Approach, General Appraiser Site Valuation and Cost Approach, and General Market Analysis and Highest & Best Use or equivalent courses is required.

    Students must sign a waiver at the beginning of the course stating that they have the prerequisites. If they do not, they will not hold the Appraisal Institute responsible and will not expect to receive special attention during the course.

    Required
  • Uniform Standards of Professional Appraisal Practice, current ed.
  • The Appraisal of Real Estate, 12th ed.
  • A Guide to Appraisal Valuation Modeling
    		•
     
      For Further Reading    
    •  Report Writing and Valuation Analysis  
    •  The Dictionary of Real Estate Appraisal, 4th ed.  
    •  The Appraisal Writing Handbook  
    •  Appraising the Appraisal: The Art of Appraisal Review  
    •  A Guide to Appraisal Valuation Modeling  
     
      Disclaimer    
    Cancellation Policy
    • Up To 15 days prior to program start date, $50.00 cancellation fee.
    • 2 - 14 days prior to program start date, $100.00 cancellation fee.
    • Less than 2 days prior to program start date, forfeit of payment.
    		        
    ENROLLMENT
    Enrollment is on a first-come, first served basis. If the event is filled, a waiting list will be retained. The Southern California Chapter reserves the rights to cancel, limit, or reschedule this event if the minimum enrollment level is not reached, and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations. There are NO transfers; you must cancel out of the offering.

    PREREQUISITES
    Some classes have prerequisites. Be sure to read the course description to find out if there are any prerequisites for this course.

    REQUIRED TEXTBOOKS AND EQUIPMENT
    Some classes have required textbooks and/or required equipment. Be sure to read the course description to find out if there are any required textbooks and/or required equipment for this course. There will not be any equipment or textbooks for purchase at the class. You must buy them ahead of time.

    ADA COMPLIANCE
    It is the policy of the Appraisal Institute to provide reasonable accommodations for qualified persons with disabilities who are participating in Appraisal Institute educational programs. If you need accommodations to participate because of a disability, please notify us in writing at least two weeks in advance of the program and we will arrange for reasonable accommodation. Without two weeks’ notice, accommodation may not be available.

    ATTENDANCE
    The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification/licensing or state continuing education credit that verify successful completion and attendance of 100%, with your grade notification letter for courses, or at the conclusion of seminars. One hundred percent (100%) attendance is required for all Appraisal Institute education programs. This follows Appraiser Qualification Board minimum criteria requirements

    Program materials will be picked up at the site.
     
      Additional Information    
    CHECK IN AND CONTINENTAL BREAKFAST AT 8:00AM
    CLASS STARTS AT 8:30AM


    •  FACILITY INFORMATION AND DIRECTIONS  
     

     
     
    The Appraisal Institute advocates equal opportunity and nondiscrimination in the appraisal profession and
    conducts its activities in accordance with federal, state and local laws.
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