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Residential Report Writing and Case Studies

CALL   Date: January 24 - 25, 2013   Location: Lafayette, CA
 
  Course    
Category  Other [Oth]  
Attendance Hours  14.0  
Exam Hours  1.0  
Current Price  $ 345.00 AI *
$ 445.00 Full *
* includes late fee
Late Fee  $ 30.00
 
  Instructor    
Dan L. Swango, MAI, SRA  
    
 
  Location    
Name  Lafayette Library & Learning Center  
Address  3491 Mt. Diablo Boulevard  
City  Lafayette  
State  CA  
Zip  94549  
Phone  (925) 283-6513  
 
Click Here to check state approvals
    
 
  Sponsor / Contact    
Chapter  Northern California
Website  www.norcal-ai.org  
Contact Name  Lisa Estes / Pat Moore  
Email  lisa@norcal-ai.org / pat@norcal-ai.org  
Phone  (925) 932-7753  
 
  Description    
This course engages appraisers in practical writing exercises necessary to produce convincing appraisal reports in daily practice. Course objectives are achieved through the discussion and application of residential valuation procedures, grammar rules and writing techniques, and specific writing assignments based on a residential case study. Participants will practice writing effective narrative comments for form appraisal reports and learn how to explain valuation procedures and conclusions to users of reports. The techniques applied in this course are useful in real-life situations that complicate routine assignments.

Downloads
  • Table of Contents and Overview [PDF]
  • Course Schedule [PDF]
  •  
      Audience    
    Beginning appraisers, real estate professionals, users of appraisal services, accountants
     
      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.
     
      Prerequisites    
    Successful completion of Basic Appraisal Principles, Basic Appraisal Procedures, Residential Site Valuation and Cost Approach, Residential Sales Comparison and Income Approaches,and National Uniform Standards of Professional Appraisal Practice (USPAP) Course, 15-Hour, 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.
     
      For Further Reading    
      The Appraisal Writing Handbook  
      The Appraisal of Real Estate, 13th ed.  
      Using Residential Appraisal Report Forms: URAR, Form 2055, and the Market Conditions Form, 2nd ed.  
      Appraising Residential Properties, 4th ed.  
     
      Disclaimer    
    Cancellation Policy
    • Up To 14 days prior to program start date, $40.00 cancellation fee.
    • 7 - 13 days prior to program start date, $60.00 cancellation fee.
    • Less than 7 days prior to program start date, forfeit of payment.
           

    Cancellation Policy
    Written cancellations can be faxed to the Chapter Office at 925-932-7754 or emailed to pat@norcal-ai.org. We reserve the right to substitute instructors, change facilities or to cancel this program if sufficient registrations are not received by January 9. In the event of cancellation, tuition fees will be refunded. All other costs incurred are the registrant’s responsibility.

    Special Accommodations
    Special accommodations are available for individuals who have been professionally diagnosed as physically or learning disabled and can provide appropriate documentation in writing prior to the offering. Without advanced notification, accommodation may not be available.

    Notice
    Neither the Appraisal Institute nor the facility in which this event is being held is liable for lost or damaged items. This includes but is not limited to calculators, laptops, etc. By registering for this event, you agree that your communications may be monitored or recorded at anytime.

    Program materials will be picked up at the site.
     
      Additional Information    


    Course Location
    Lafayette Library & Learning Center
    Arts & Science Discovery Room
    3491 Mt. Diablo Boulevard (at First Street)
    Lafayette, CA
    925/283-6513

    Course Materials and Hours
    Onsite check-in will begin at 8:00a.m. on Thursday, January 24. The course will run from 8:30a.m. – 5:00p.m. on January 24 and from 8:30a.m. – 4:00p.m. on Friday, January 25 immediately followed by the 1-hour multiple choice course exam. Participants registered two weeks prior to the offering will be sent their course materials in advance. Express shipping may be available; fee applies.

    Required Equipment
    LAPTOPS ARE NOT REQUIRED. While not required, the instructor recommends laptops for the 'in class' and a little evening homework. An HP-12C calculator and the HP-12C calculator user’s manual are also required. Students must be familiar with the calculator operations when the course begins. The in-class and homework problems and solutions will utilize this calculator exclusively. For free reviews – Using a Financial Calculator: Formulas, Symbols, Math Review, and Sample Problems and Financial Calculator Practice Exercises visit http://www.appraisalinstitute.org/education/fin_calc.aspx. For additional help with the HP-12C calculator, take our online seminar, Using Your Financial Calculator. Attendees should bring paper and pen/pencil for taking notes and completing the in-class exercises. A No. 2 pencil is needed for the multiple choice exam. Students should bring their own pencils and notepads to class.

    Recommended Texts (Texts are not included in tuition fee)
    While these texts are not required for this offering - they are great additions to every appraisal library!)

    The Appraisal Writing Handbook
    Members - $21.75
    Nonmembers - $32.50
    Add $1.50 for advanced shipment of text

    Appraising Residential Properties, 4th ed
    Members - $39
    Nonmembers - $48.50
    Add $5 for advanced shipment of text

    Optional Texts (Texts are not included in tuition fee)

    The Dictionary of Real Estate Appraisal, 5th ed (2010)
    Members - $81
    Nonmembers - $103
    Add $5.25 for advanced shipment of text

    The Appraisal of Real Estate, 13th ed (2008)
    Members - $81
    Nonmembers - $103
    Add $6 for advanced shipment of text

    Text prices include CA sales tax. All texts are sent via U.S. Mail or UPS. To order texts, please contact the Chapter Office at 925/932-7753 by January 9.

    Education Credit Hours
    Full (100%) attendance is required for education credit; partial credit not available.

    Appraisal Institute: Full attendance (100%) and successful completion of the course exam enable designated and associate members to receive 15 hours of continuing education credit; 14 hours of continuing education credit for full (100%) attendance only (no exam). Partial credit is not available. Associate members seeking credit toward designation must have full (100%) attendance and successfully complete the course exam.

    OREA Basic/Qualifying: Residential Report Writing and Case Studies is approved for 15 hours of OREA basic/qualifying education credit (#05754100) toward initial licensing/certification with full (100%) attendance and successful completion of the course exam.

    OREA Continuing: Residential Report Writing and Case Studies is approved for 14 hours (#05754100) of OREA CEC for licensed/certified appraisers seeking renewal credit. Full (100%) attendance is required. Successful completion of the course exam is not required for OREA CEC.

    Accommodations
    The following hotels are within 1-5 miles of the Lafayette Library and Learning Center:

    Diablo Mountain Inn - 925/937-5050
    2079 Mt. Diablo Boulevard, Walnut Creek

    Lafayette Park Hotel – 877/283-8787
    3287 Mt. Diablo Boulevard, Lafayette

    Embassy Suites at Pleasant Hill BART – 925/934-2500
    1345 Treat Boulevard, Walnut Creek

    Guest rooms have not been blocked at any of the hotels above. For additional lodging options in the Lafayette/Walnut Creek area visit http://www.walnut-creek.com/

    Directions, BART & Parking
    - For best results when using your GPS or www.mapquest.com, enter the complete/exact street address.
    - Ample complimentary onsite parking is available underground in the library's parking garage (enter garage off of Golden Gate Way).
    - Take Public Transportation! The Lafayette Library & Learning Center is conveniently located in downtown Lafayette and is within walking distance of the Lafayette BART station.

    Verification of Attendance
    Verification of attendance will be sent directly to you via email from our National Office in Chicago. Attendees should allow 15 working days for receipt of these results. Watch for an email from "exams@appraisalinstitute.org". The Chapter Office does not receive copies of your results. Those in need of Express Verification should complete the Express Grading Request Form (link provided below) with appropriate payment to the National Office prior to the conclusion of this offering.

    Dress in Layers
    Meeting room temperatures are often difficult to control. Therefore, for your comfort, we recommend that you dress in layers.

      Directions to the Lafayette Library & Learning Center  

      BART Schedules  

      Additional Offerings of Interest  

      Request Form for Express Attendance Verification