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Report Writing and Valuation Analysis

    Date: July 19 - 24, 2010   Location: Ocoee, FL
 
  Course    
Category  Other [Oth]  
Level  II  
Attendance Hours  26.0  
Exam Hours  14.0  
Current Price  $ 650.00 Member
$ 700.00 Regular
 
  Instructor    
Robert S. Sutte, MAI, SRA  
Andrea Masters Fahrenthold, MAI  
    
 
  Location    
Name  Florida Department of Transportation  
Address  Turnpike Headquarters  
   Mile Post 263, Bldg. 5315  
City  Ocoee  
State  FL  
Zip  34761  
 
Click Here to check state approvals
     
 
  Sponsor / Contact    
Chapter  East Florida
Website  www.eflai.org  
Contact Name  Lauren Dowling  
Email  lauren@eflai.org  
Phone  (407) 888-9480  
Fax  (813) 654-9814  
 
  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; Symbols and Formulas, Capitalization Selection Tree, 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, refund in full.
    • 7 - 14 days prior to program start date, $50.00 cancellation fee.
    • Less than 7 days prior to program start date, forfeit of payment.
    		   Transfer Policy
    • Up To 15 days prior to program start date, no transfer fee.
    • 7 - 14 days prior to program start date, $25.00 transfer fee.
    • Less than 7 days prior to program start date, no transfer allowed.
    		   Program Material Policy

    Beginning 4 weeks before the offering start date, program material will be shipped directly to the student. If this material has been shipped and you request a registration cancellation, a call tag will be issued for the return of this material. A registration refund will not be issued until the material has been returned.
    In order that we may comply with ADA, we need advance notice of any special needs you may have. Please provide written details of any special needs you may have under ADA on a separate page and send it in at least two weeks in advance in order that reasonable accommodations may be arranged.

    We reserve the rights to cancel, limit, or reschedule the course and to change faculty assignments and facility locations at any time. Prospective students should confirm their registration before making any non-refundable airline reservations.

    Attendance: The Appraisal Institute enforces attendance requirements mandated by state licensing and certification regulatory agencies. The Appraisal Institute issues certificates for state certification or state continuing education credit that verify successful completion and attendance of 100% with your course grade notification letter; 100% attendance is required at seminars to receive continuing education credit.

    IF YOUR SEMINAR MATERIALS WERE SENT DIRECTLY TO YOU, PLEASE MAKE SURE YOU BRING IT WITH YOU TO CLASS EACH DAY. ADDITIONAL MATERIALS WILL NOT BE AVAILABLE TO YOU AT THE CLASS.

    REQUIRED TEXTBOOKS ARE NOT INCLUDED IN COURSE FEE. MAKE SURE TO PURCHASE YOUR TEXTBOOKS PRIOR TO CLASS START.



    Program materials will be shipped directly to the student. If you do not receive your materials within 5 days before the offering start date, please call the sponsor to inform them.
     
      Additional Information    
    Registration: Monday, July 19, 2010 8:15 a.m. - 8:30 a.m.
    Instruction, Monday - Friday 8:30 a.m.-5:00 p.m.
    Saturday - turn in exam, time TBD
    Lunch break times will be at the instructors' discretion.

    LOCATION: FDOT- Florida Turnpike Headquarters Mile Post 263 Bldg 5315 Ocoee, FL 34761

    Directions to Turnpike District Headquarters From South Florida (Miami): Take Florida’s Turnpike North to Turkey Lake Service Plaza. The service plaza is located 4 miles past I-4. Enter the service plaza and stay to your right. Exit out of the service plaza heading north. Get into the left lane and enter the parking lot near the FHP building. Park in the guest spots located in front of the Headquarters Building.

    From West Florida (Tampa): Take I-4 East toward Orlando. Take the exit for Florida’s Turnpike. Get in your right lane and take the ramp for Turnpike North. Pay .50 cents toll. Drive four miles to the Turkey Lake Service Plaza. Enter the service plaza and stay to your right. Exit out of the service plaza heading north. Get into the left lane and enter the parking lot near the FHP building. Park in the guest spots located in front of the Headquarters Building.

    From North West Florida (Tallahassee): Take Florida’s Turnpike South. You will pass through one tollbooth for a $2.00 toll. The Headquarters Building is located at Turkey Lake Service Plaza. Enter the service plaza in the left lane. Merge left into the parking lot entrance before the service plaza. Park in the guest spots located in front of the Headquarters Building.

    From North East Florida (Jacksonville): Take I-4 West toward Tampa. Take the exit for Florida’s Turnpike. Get in your right lane and take the ramp for Turnpike North. Pay .50 cents toll. Drive four miles to the Turkey Lake Service Plaza. Enter the service plaza and stay to your right. Exit out of the service plaza heading north. Get into the left lane and enter the parking lot near the FHP building. Park in the guest spots located in front of the Headquarters Building.

    From Orlando Airport: Exit the Orlando Airport onto toll road 528 Bee-Line Expressway West. Take the Bee-Line to the Turnpike and exit North. Take Florida’s Turnpike North to Turkey Lake Service Plaza. The service plaza is located 4 miles past I-4. Enter the service plaza and stay to your right. Exit out of the service plaza heading north. Get into the left lane and enter the parking lot near the FHP building. Park in the guest spots located in front of the headquarters Building.

    For further directions please call: 407-532-3999 Hotels: (Hotels are not endorsed by the East Florida Chapter of the Appraisal Institute) Hawthorn Suites 407-581-2151 Clarion Plaza Hotel 407-351-5009 Doubletree Hotel - Universal 407-354-4447 Marriott Residence Inn 800-227-3978 For any additional questions please call: 407-888-9480.
     

     
     
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