IDAHO STATE BOARD OF REAL ESTATE APPRAISERS
Bureau of Occupational Licenses
1109 Main Street, Suite 220
Boise, Idaho
(208) 334-3233
Minutes of October 15-16, 2007
BOARD MEMBERS: Paul J. Morgan – Chair
Stanley Moe, Board Member
Rick Bachmeier, Board Member
Patricia Lentz, Board Member
Kenneth Nuhn, Board Member
BUREAU STAFF: Tana Cory, Bureau Chief
Roger Hales, Administrative Attorney
Mike Gilmore, Senior Deputy Attorney General
Maria Brown, Technical Records Specialist I
ALSO PRESENT: Russell R. Wallace
Meeting called to order by Board Chair, Paul Morgan at 9:02 a.m.
ROLL CALL
Paul J. Morgan - Present
Stanley Moe- Present
Rick Bachmeier- Present
Patricia Lentz- Present
Kenneth Nuhn- Present
Mr. Nuhn, Board Member, introduced himself to the Board and shared his background and
experience.
MINUTES
The Board reviewed the 8/28/2007 through 8/29/2007, and 9/21/2007 minutes.
Moved by Mr. Moe to approve the 8/28/2007 through 8/29/2007 minutes as written. Seconded by Ms. Lentz, motion carried.
Moved by Mr. Moe to approve the 9/21/2007 minutes as written. Seconded by Ms. Lentz, motion carried.
BUREAU REPORT
Ms. Cory, Bureau Chief, introduced the Board to Mr. Dave Hotchkiss, Case Manager for the Investigative Unit.
ATTORNEY GENERAL’S OFFICE RECOMMENDATIONS
Mr. Gilmore, Senior Deputy Attorney General presented a recommendation for case: REA-2008-40. After review the Board agreed with the
recommendations from the Office of the Attorney General.
Mr. Gilmore presented a recommendation for case: REA-2008-3. After review the Board agreed with the recommendations from the Office
of the Attorney General.
Mr. Morgan recused himself from discussion and voting on case numbers REA-2005-7 and REA-2008-24.
BOARD VICE CHAIRMAN NOMINATION
Moved by Ms. Lentz to nominate Stan Moe as Vice Chairman of the Real Estate Appraiser Board. Seconded by Mr. Bachmeier, motion carried.
FORMAL DISCIPLINARY ACTION:
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2005-7 and REA-2008-24.
It was moved by Ms. Lentz to reject the Consent Order as presented. Recommending the same terms as outlined in the signed Consent Order in
addition to 30 hours Sales Comparison, 1 year probation, and submission of quarterly logs.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2007-54.
It was moved by Ms. Lentz to accept the Consent Order REA-2007-54 and authorize the Board Chair to sign on behalf of the Board.
Seconded by Mr. Bachmeier, motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2008-33.
It was moved by Ms. Lentz to accept the Consent Order REA-2008-33 and authorize the Board Chair to sign on behalf of the Board.
Seconded by Mr. Bachmeier, motion carried.
EXECUTIVE SESSION
Moved by Ms. Lentz that the Board enter executive session to discuss stipulations and consent orders exempt from public disclosure per 9-340C,
Idaho Code. Seconded by Mr. Nuhn, motion carried.
Moved by Ms. Lentz that the Board enter regular session. Seconded by Mr. Nuhn, motion carried.
AARO CONFERENCE
Mr. Morgan, Chairman of the Board, gave the board an overview of the topics discussed during the AARO conference. The topics included the
following items: Score reporting for the new AQB exam beginning 1/1/2008, experience logs for Certified General Appraiser applicants, and the
availability of Federal grants to states for resolving cases.
CORRESPONDENCE
The Board discussed a letter from Gary Koutnik
listing concerns with Idaho’s current Real Estate Appraiser continuing education
requirement and three
petitions requesting changes to the current requirement
and procedures. The Board asked Patti Lentz to write a response letter on behalf
of the Board and
forward it along with Mr. Koutnik’s letter and petitions to be
linked to the minutes.
The Board discussed an email from Jeff Wood requesting additional time to complete a course due to discipline.
Moved by Ms.
Lentz to extend the disciplinary educational requirement for 6 months. The
course must be in a classroom face to face with an instructor.
No online course
will be approved or considered. The Board secretary is to respond to Mr. Wood’s
email. Seconded by Mr. Moe, motion carried.
FINANCIAL REPORT
Mr. Hetrick, Deputy Bureau Chief, presented the financial report which indicates a balance of $140,960.26 as of 9/30/2007.
Mr. Hetrick presented the investigative report.
For Board Determination:
Case number
REA-P3-1-2002-23: Following review, it was moved by Ms. Lentz to accept the
Bureau’s recommendation for closure.
Seconded by Mr. Bachmeier, motion carried.
Case number
REA-P3-3-2006-17: Following review, it was moved by Mr. Moe to accept the
Bureau’s recommendation for closure.
Seconded by Ms. Lentz, motion carried.
DISCIPLINARY LOGS
The Board discussed the procedure for reviewing logs due to discipline.
Moved by Ms. Lentz to revise the current Experience Log to include Value Estimate. Seconded by Mr. Moe, motion carried.
Mr. Hales, Administrative Attorney explained that
the purpose of reviewing the logs is to educate the Appraiser of any items of
concern found within
the logs for which the individual was disciplined for.
BOARD BUSINESS
Moved by Ms. Lentz to send Ed Morse a plaque listing time of service on the Board. Seconded by Mr. Nuhn, motion carried.
The Board broke for lunch at 11:55 a.m.
The Board returned and called the meeting back to order at 12:45 pm.
MITIGATION HEARINGS
Mr.
Gilmore discussed the Findings of Fact, Conclusions of Law, and Recommended
Orders issued by the Hearing Officer for Case Numbers
REA-2007-101 and
REA-2007-34.
PROPOSED RULE AND LAW
The Board discussed proposed rules and laws sent to the Legislature.
EXECUTIVE SESSION
Moved by Mr. Bachmeier that the Board enter executive session to review applications which is exempt from public disclosure per Idaho Code 67-2345 (1) (d). Seconded by Ms. Lentz, motion carried.
Moved by Ms. Lentz that the Board enter regular session. Seconded by Mr. Bachmeier, motion carried.
The Board meeting adjourned at 5:10 p.m.
DATE: October 16, 2007
BOARD MEMBERS: Paul J. Morgan – Chair
Rick Bachmeier, Board Member
Stan Moe, Board Member
Patricia Lentz, Board Member
Kenneth Nuhn, Board Member
BUREAU PRESENT: Tana Cory, Bureau Chief
Maria Brown, Technical Records Specialist I
Meeting called to order by Board Chair, Paul Morgan at 8:58 a.m.
ROLL CALL
Paul J. Morgan - Present
Stanley Moe- Present
Rick Bachmeier- Present
Patricia Lentz- Present
Kenneth Nuhn- Present
MITIGATION HEARINGS
Mr. Gilmore discussed the Findings of Fact, Conclusions of Law, and Recommended Order issued by the Hearing Officer for Case Number REA-2008-3.
EXECUTIVE SESSION
Moved by Mr.
Bachmeier that the Board enter executive session to discuss the stipulation and
consent order exempt from public disclosure per 9-340C,
Idaho Code. Seconded by
Mr. Moe, motion carried.
Moved by Mr. Moe that the Board enter regular session. Seconded by Ms. Lentz, motion carried.
MITIGATION HEARINGS
REA-2007-101: Moved by Mr. Moe to dismiss case number REA-2007-101 with
an advisory letter outlining the continuing education requirement drafted
by the
Office of the Attorney General. Seconded by Mr. Nuhn, motion carried.
REA-2008-3: Moved by Mr. Moe to dismiss case number REA-2008-3 with an advisory letter outlining the continuing education requirement drafted by the Office of the Attorney General. Seconded by Mr. Nuhn, motion carried.
REA-2007-34: Moved by Ms. Lentz to adopt
the Hearing Officers Findings of Fact and Conclusions of Law in the matter of
William McCann, License No. CGA-256. That Respondent shall be required to pay
costs in the amount of Two Hundred Fifty Dollars ($250), a fine in the amount of
Two Hundred Fifty
Dollars ($250), and bring continuing education current.
Seconded by Mr. Bachmeier,
motion carried.
FORMAL DISCIPLINARY ACTION:
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2007-68.
It was moved
by Mr. Moe to accept the Consent Order REA-2007-68 and authorize the Board Chair
to sign on behalf of the Board. Seconded by Mr.
Nuhn, motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2007-93.
It was moved
by Ms. Lentz to reject the Consent Order as presented. Recommending the order
include all continuing education must be brought current
Seconded by Mr. Moe,
motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2008-19.
It was moved
by Ms. Lentz to accept the Consent Order REA-2008-19 and authorize the Board
Chair to sign on behalf of the Board. Seconded by
Mr. Moe, motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2008-29.
It was moved
by Ms. Lentz to accept the Consent Order REA-2008-29 and authorize the Board
Chair to sign on behalf of the Board. Seconded by
Mr. Moe, motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2008-9.
It was moved
by Ms. Lentz to accept the Consent Order REA-2008-9 and authorize the Board
Chair to sign on behalf of the Board. Seconded by
Mr. Moe, motion carried.
Mr. Gilmore presented the Board a Stipulation and Consent Order for REA-2007-96.
It was moved by Ms. Lentz to reject the Consent
Order as presented. Recommending that Respondent shall be required to pay costs
in the amount of Two Hundred Fifty Dollars ($250), a fine in the amount of Two
Hundred Fifty Dollars ($250), and bring continuing education current. Seconded
by Mr. Moe,
motion carried.
It was moved by Ms. Lentz that all future Consent Orders include a statement that courses in the Order may not be taken online. All courses must be taken in a classroom face to face. Seconded by Mr. Bachmeier, motion carried.
CONTINUING EDUCATION AUDITS
The Board asked that the Office of the Attorney General use the first tier in all good faith efforts.
The Board discussed options to inform the public of audit dates. The website has now been updated to give an example of how audit dates are selected. A letter was sent to all Idaho Real Estate Appraisers informing them of the continuing education requirement. The Board would like staff to draft an insert to be sent with all renewals explaining continuing education audits and the importance of completing the education prior to submitting the renewal form.
NEW AQB REQUIREMENTS
The Board directed staff to send a mass email to all Idaho Real Estate Appraisers informing them of the segmented approach.
FUTURE BOARD MEETINGS
The Board scheduled the next Board meeting on 11/19/2007. The Board will not be meeting on 12/28/2007.
PROVIDER APPLICATIONS
The Board reviewed the following provider course applications for approval:
|
It was moved by Mr. Bachmeier that the Board approve the listed courses. Seconded by Ms. Lentz, motion carried.
It was moved by Mr. Bachmeier that the Board deny the Columbia Institute course titled, “Survey of the Cost Approach”. Seconded by Ms. Lentz, motion carried.
EXECUTIVE SESSION
Moved by Mr. Bachmeier that the Board enter executive session to review applications which is exempt from public disclosure per Idaho Code 67-2345 (1) (d). Seconded by Mr. Moe, motion carried.
Moved by Mr. Moe that the Board enter regular session. Seconded by Mr. Bachmeier, motion carried.
Moved by Mr. Bachmeier to approve the following applicants for examination:
| Douglas Kizer |
CRA |
| Gregory Long | LRA |
| Janet Lepage | CRA |
| Eric Wolf | CRA |
| Travis Klundt |
CGA |
| James Engler | CRA |
| Theresa Caywood | LRA |
| Scott Spencer | CRA |
| Daniel Oxford | CGA |
| Eric Wilson | CRA |
| Justin Smith | CRA |
| Michael Nancolas | CRA |
| Curtis Gaschler |
CGA |
| Gary Fawcett |
CRA |
| Micah Cranney | CRA |
| Jeffery Bennett | CRA |
Seconded by Mr. Moe, carried.
Moved by Mr. Bachmeier to deny the remaining applicants pending further information. Seconded by Mr. Moe, motion carried.
The Board meeting adjourned at 12:03 p.m.