1. Healthcare

FLORIDA GULF COAST CHAPTER
1 ST QUARTER, 2 0 1 5
The Approach
When:
1st Quarter Chapter Meeting & Seminar
2015 Officers & Directors
Bellasera Hotel, Naples, FL
Tuesday, February 24, 2015
Michael P. Jonas, MAI, AI-GRS
President
Vice President
Mary L. Patterson, SRA
Secretary
Tuesday, February 24, 2015
Don Saba, SRA
Treasurer
Where: Bellasera Hotel
221 Ninth Street South, Naples, FL 34102
www.bellaseranaples.com
Phone: 239-649-7333
Wesley Sanders, MAI
Directors
Geri Armalavage, MAI
Chris Finch, MAI
Julie Battaglia, MAI
Cost:
Members: $40/per person (lunch meeting)
Guests: $50/per person
Dan Richardson, MAI, AI-GRS
Save the Date!!
Seminar (includes lunch meeting): $125/Members | $175 Nonmembers
Brian Zamorski, MAI
Rachel Zucchi, MAI
Woodman S. Herr, MAI, Ex Officio
Schedule of Events
10 AM—11:30 PM:
Henry Ellis, MAI
Robert Franc, MAI
Board of Directors Meeting
11:30 AM—12:45 PM: Chapter Lunch Meeting & Program (see below)
1 PM—4 PM:
Seminar: Developing a Supportable Workfile (3 CE)
1 PM—3 PM:
Candidate/Advisor Meeting
Program: Topic: Challenges of Preservation— our guest speaker at the
lunch meeting will be Elaine Reed, President & CEO of
Naples Historical Society. She has 25+ years of strategic
marketing management and economic development experience in the U.S. private sector and on U.S.A.I.D.
funded non-governmental and nonprofit projects in Central and Eastern Europe and the former Soviet Union.
Under Elaine’s leadership (2007—present) the Naples Historical Society has experienced unprecedented program
and organization growth. The lunch meeting and the
afternoon seminar will be held on the 2nd Floor in the
Venetian Room. Attending chapter meetings is the best way to stay up to
date on all the latest chapter and national information.
Region X Representatives
Stephen A. Griffith, MAI
Ned Palmer, MAI
Gary F. Scott, SRPA, SRA
Brad Saucier
Joel Salley, SRA
Mary L. Patterson, SRA
Patricia Staebler, SRA
Michael P. Jonas, MAI (President)
Committee Chairs
Admissions: Scanlon Wilson, MAI
Bylaws: Don Trask, MAI
Finance: Wesley Sanders, MAI
Guidance: Brian Zamorski, MAI &
Julie Battaglia, MAI
Education: Gary Scott, SRPA,SRA
Govt. Relations: Wes Sanders, MAI
University Relations: Bruce Cumming
Newsletter: D. Saba/Nancy Bachor
Public Relations: Ned Palmer, MAI
External Relations: Lance Ponton
Seminar: Immediately following the lunch meeting and program, national
instructor, Vincent Dowling, MAI will present his 3-Hour seminar
“Developing a Supportable Workfile”. This program is designed for both
residential and commercial real estate practitioners and will help strengthen existing skills and improve weaknesses in exploring the concept of documented support. It is approved for 3 hours of Florida CE credit. Register
early and save.
REGISTER
Chapter Executive Director
Nancy Bachor
(813) 962-4003
[email protected]
Region X Officers
C. Thomas Cowart, MAI, Chair
Val Chiasson, MAI, SRA, Vice Chair
Kevin Bokoske, MAI, Region X REL
Lauren Dowling, Executive Director
Florida Gulf Coast Chapter, Appraisal Institute
10014 N. Dale Mabry Highway, Ste. 101, Tampa, FL 33618 T: 813-962-4003 Website: www.gulfcoastai.org
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President’ Message,
Michael P. Jonas, MAI, AI-GRS —2015 Chapter President
Happy New Year to all. As the start of a new year brings a fresh start, I wish
everyone a prosperous new year and much success in the real estate appraisal
profession. I have many fresh starts as my wife and I just welcomed a new
baby boy, I accepted a position as Managing Director Southwest Florida for
Capstone Valuation Advisors and also start my journey as the President of our
Florida Gulf Coast Chapter of the Appraisal Institute. Our chapter is one of the
strongest in the country and it is an honor to be provided this opportunity. I
have three goals as president for the upcoming year.
First and foremost is to get more people involved. It’s never too early or never too late to get involved. Our chapter is whatever we make it. We all worked hard to get here.
If you aren’t here yet you should be working hard to get here. I hope I can encourage the next
person to their designation and future involvement in the most prestigious appraisal organization
in the world.
My second goal is to make our chapter events exciting. We continue to rotate events throughout
the chapter footprint and include some entertainment at many of our meetings. Our first quarter
lunch meeting in my home town of Naples on Tuesday February 24th at the beautiful Bellasera
Hotel may be a bit subdued, but our second quarter meeting will have lots of entertainment with
a brief meeting in the Left Field Terrace for up to 75 chapter members and guests at Tropicana
Field in St. Petersburg on Friday May 22nd at 7:00 PM to watch the Tampa Bay Rays play the Oakland Athletics. We will have a limit of 75, so sign up early for this event.
Last but not least, I want to help candidates get designated. Dick Tobias had the idea of an Education Trust to help candidates that never could get finalized. But in his honor and with the support of the board we have created a new scholarship program providing 10 scholarships for our
candidates taking advanced courses for designation from our local chapter. If the pilot program
has success, we will look to expand our scholarships to more chapter candidates. Look for more
information on how to apply for a chapter scholarship.
As the chapter continues to evolve as it has through our history, we must continue to adapt with
the changes we will see in the future. Recently the board approved a Chapter Travel Policy and
approved our 2015 budget. We also continue to work on creating a new bank account with our
new chapter name. Thank you to everyone who volunteers their time to help make our chapter
great. When I pass the baton on next year to Mary, my hope is that I have touched at least one
person that says, “ I want to get involved, I want to finish my designation requirements and be
part of the Appraisal Institute.”
I look forward to seeing you all at one of our chapter meetings this year!
1st Quarter Luncheon Meeting—Florida Gulf Coast Chapter
Bellasera Hotel, Naples, Florida
Seminar—Developing A Supportable Workfile (3 CE)
Tuesday, February 24, 2015
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2015 Nominating Committee
The selection of the five-member nominating committee will be completed at the February 24,
2015 1st Quarter chapter meeting in Naples, FL. This committee is charged with preparing a slate
of nominees for the position of 2016 officers, directors and regional representatives for the Florida Gulf Coast Chapter.
This committee will be chaired by immediate past president, Woodman S. Herr, MAI. Our current
chapter president, Michael Jonas, MAI, AI-GRS, will appoint one committee member and the Board
of Directors will appoint one committee member at the February board meeting. The chapter
designated members, candidates, practicing affiliates and affiliates in attendance at the February
24th chapter meeting will nominate the remaining two members to the committee. Note—if you
are interested in being considered for a board position, you cannot serve on the nominating committee.
IF YOU ARE INTERESTED in serving the chapter in 2016, here is your opportunity. Please go online
and complete the Chapter Leadership Resource Registry at: http://www.appraisalinstitute.org/
membership/ai_volunteer.aspx as soon as possible.
In Memoriam
Woodman S. Herr, MAI
Nominating Committee Chair
[email protected]
We are sad to announce the passing of Lance
Biernbaum, MAI, New Port Richey, FL.
Past Florida Gulf Coast Chapter Presidents Attended 4th Q Meeting
We were honored to have five past chapter presidents in
attendance at the November 5, 2015 chapter meeting
and installation ceremonies held in Sarasota.
Back from the “Island of Ex-Presidents” were:
From left to right: Gerald Hendry, MAI (2008), Karen
Goforth, MAI (2010), Woody Herr, MAI (2014), Michael
McKinley, SRA (1998) and Cliff Bowen, SRA (2011).
2015 Committee Chairs
Bylaws:
Don Trask, MAI
Nominating:
Woody Herr, MAI
Candidate Guidance: Brian Zamorski, MAI /Julie Battaglia
Programs:
Mary Patterson, SRA
Education:
Gary F. Scott, SRPA, SRA
Public Relations:
Ned Palmer, MAI
External Relations:
Lance Ponton
University Relations:
J. Bruce Cumming, Jr.
Finance:
Wesley Sanders, MAI
Website / Social Media:
Ned Palmer, MAI
Government Relations:
Wes Sanders, MAI
Newsletter:
Don Saba / Nancy Bachor
Membership Development:
Scanlon Wilson, MAI
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Education,
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Gary F. Scott, SRPA, SRA, Chair
First of all, we would like to thank everyone who attended chapter education last
year and supported our programs. It was quite a busy year with a total of 30 programs offered and we all survived the November 30th recertification deadline.
The education committee has again worked hard on the new 2015 education schedule. We have approximately nine courses and ten seminars and PDP programs
planned. If you are interested in obtaining the new Review Designation, residential or general, we will have you covered. Review Case Studies—General will be
held in mid-February presented by Joe Magdzairz, MAI and Review Theory—
Residential will be presented in June by Vincent Dowling, MAI.
Register Here
We have five qualifying education (QE) courses scheduled: General Income Approach,
Part 1 in February; General Income Approach, Part 2 in March; Residential Site Valuation & Cost Approaches in April; Real Estate Finance in May; and General Report Writing & Case Studies in October. Register at
least thirty days prior to the start dates to take advantage of the early tuition discounts. In addition to
these courses, we will present two advanced education (AE) courses: Advanced Income Capitalization in
March and Advanced Market Analysis in September.
We have scheduled several presentations of the mandatory new 4-hour seminar Supervisor/Trainee Appraisal Course, which is for new supervisors and trainees as of January 1, 2015: locations will be March in Tampa; April in Sarasota; May in Tallahassee and September in Tampa. We may add more locations as we go.
Please take a moment and review the new schedule to see which classes you might need or be interested in
taking this year. Remember to share this information with the nonmember appraisers in your office and
encourage them to attend our classes. With all the new online education available, the chapter will be depending on your attendance at our local chapter education offerings now more than ever!
New Chapter Scholarship Program: In addition to the Gillott/FGC annual chapter scholarships, the Board
has recently approved a new scholarship program for active candidates for designation in our chapter. See
the article in this newsletter for more details.
Thank you again for supporting the chapter’s educational program—Appraisal Institute education is the
best around!
Questions? Please call the chapter office at (813) 962-4003 or email Nancy at [email protected] or
education chair Gary Scott, SRPA,SRA at [email protected] with any questions or suggestions. To register for classes: http://www.appraisalinstitute.org/education/FloridaGulfCoast.aspx
Chapter-Developed Education: To view and register for “non-AI/chapter-developed” seminars scheduled
by Region X Appraisal Institute chapters, please go to: www.appraisalinstitute.org/education/
network_sched.aspx?state=FL. These classes are listed on the Appraisal Institute’s main education offerings listing under “Chapter-Developed Classes” but can be a bit tricky to find. You can also access
all the offerings information through the chapter website directly at www.gulfcoastai.org and click on the
Education button.
Online Education—When taking online education, remember to check state approvals prior to registering! Be
sure your class is approved in Florida.
Click Here
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Candidate Guidance Committee Report
1st Q Chapter Advisors & Candidates for Designation
at Bellasera Hotel—Naples, FL
Tuesday, February 24, 2015—1 PM—3 PM
Topic: Experience Screening Process
Guests: Two National Screeners (Residential & Commercial)
The Candidate Guidance Committee would like to invite all Florida Gulf Coast Chapter Candidates and Advisors to attend the 1st Q Chapter Meeting followed by the Candidate Guidance meeting. Please join us at 1 PM at the Bellasera Hotel on Tuesday,
February 24th, for a discussion on the experience screening process for Candidates as
we will be hosting two national screeners from the Appraisal Institute. We will have
a residential screener, Jennifer Marshall, SRA, AI-RRS, and a commercial screener,
Kevin Bokoske, MAI, joining us for this event. We plan to cover topics during the discussion that will provide additional guidance on how to plan for and what to expect from the screening process.
We will meet in Tuscan-A, located on the 2nd Floor at the Bellesara Hotel for this event and will have
light appetizers and soft drinks available. We urge you to attend and participate in the discussion! There
will be very valuable topics to cover, and please bring your own questions to ask our guests! We hope to see
you there!
Don’t forget...there will be GIVEAWAYS at this event!! We will have a drawing for a $50 education credit
for those candidates in attendance. Must be present to win!! Remember, candidates must attend at
least one chapter meeting each year.
To register for the Candidate-Advisor event, please RSVP to the chapter office by email to:
[email protected] by February 16th .
Candidate Guidance Committee: Brian Zamorski, MAI, Co-Chair, Julie Battaglia, MAI, Co-Chair,
Dan Brown, SRA and Melissa Culin, Candidate
Candidates for Designation…..Did you know?
New Requirement: Candidates Attendance at Chapter Meetings
During each calendar year candidates must attend at least (1) one chapter meeting to which the candidate
belongs. The AI Board of Directors approved amendments to broaden the definition of the Candidate Attendance Requirement. Regulations now allow Candidates to attend at least one (1) meeting of their chapter or an AI event
(Chapter, Regional, National) approved by the ADQC. The ADQC will still have discretion to determine which types of
events will qualify. The Candidate attendance requirement is separate from Minimum Progress. Register today for the
1st Quarter chapter meeting on February 24th in Naples.
CE Requirements
Candidates and Practicing Affiliates must complete 70 hours (350 points) of continuing education for every five-year
cycle. Designated members must complete 100 hours (500 points) of CE every 5-year cycle. The points system offers
an incentive to individuals who attend advanced education. AI will now reward individuals who take and pass exams.
The system’s tiered point structure allocates higher point values to courses and seminars defined as advanced education. For more information, visit the AI website.
Generally, 1 hour of CE = 5 points (1% of 500 points) or more. This formula is also used for education taken outside of
AI, which members can add on their own by logging onto the website and clicking: Add Credit to My AI CE Log.
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2015 Education Schedule  Florida Gulf Coast Chapter
Date
Class
Instructor
January 29—30
Residential & Commercial Valuation of Solar (PDP)
Sandra K. Adomatis, SRA
February 10—13
General Income Approach, Part 1
Gary Taylor, MAI
February 16—20
Review Case Studies—General
Joe Magdziarz, MAI
February 24
1st Quarter Chapter Meeting—Naples, FL
Seminar: Developing a Supportable Workfile (3 CE)
Vincent Dowling, MAI
March 2—6
Advanced Income Capitalization
C. Thomas Cowart, MAI
March 5
Supervisor/Trainee Appraisal Course (New) (Tampa)
Gary Scott, SRPA, SRA
March 10—13
General Income Approach, Part 2
Gary Taylor, MAI
March 25—26
Litigation Appraising: Specialized Topics (PDP)
John Underwood, MAI
April 2
Supervisor/Trainee Appraisal Course (New) (Sarasota)
Sandra K. Adomatis, SRA
April 22—23
Residential Site Valuation & Cost Approaches
Gary F. Scott, SRPA, SRA
May 7
Supervisor/Trainee Appraisal Course (New) (Tallahassee)
Gary F. Scott, SRPA, SRA
May 13—14
Real Estate Finance, Statistics & Valuation Modeling
Kenneth Lusht, Ph.D., MAI
May 22
2nd Quarter Meeting—Tropicana Field, St. Petersburg
June 10—12
Review Theory—Residential
August 21
3rd Quarter Chapter Meeting—Sarasota
Vincent Dowling, MAI
Seminar: Drone Technology & Its Impact on Appraisal Industry
August 27
Business Practice & Ethics
Lamar Ellis, MAI, SRA
C. Thomas Cowart, MAI
September 14—18 Advanced Market Analysis & HBU
Vincent Dowling, MAI
September 24
Supervisor/Trainee Course (NEW) (Tampa)
Robert Sutte, MAI
October 9
Income Approach for Residential Appraisers
Gary F. Scott, SRPA, SRA
October 19—22
General Report Writing & Case Studies
Alan Blankenship, Ph.D.
November 6
Business Practice & Ethics (Tallahassee)
Clay Ketcham, MAI
November 12
4th Quarter Chapter Meeting—Tallahassee
Seminar: TBA
2015 Comp Exam Dates
Applications for 2015 exams will be available after 12/31/14:
April 1—April 30, 2015: Application Deadline—February 25, 2015
August 1—August 31, 2015: Application Deadline—June 20, 2015
November 1—November 30, 2015: Application Deadline—September 20, 2015
Questions? [email protected]
or call (312) 335-4111
Examinees must take ALL required modules within their chosen 30-day window—transfers and refunds NOT permitted.
To register for any of the above classes, go to: http://www.appraisalinstitute.org/education/GulfCoastFlorida.aspx
Questions? Call chapter office at (813) 962-4003 or email [email protected]
Florida Gulf Coast Chapter, 10014 N. Dale Mabry Hwy. #101, Tampa, FL 33618
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2015 Capstone Schedule
www.myappraisalinstitute.org/education/course_descrb/Default.aspx?prgrm_nbr=10GDCAP&key_type=C
Phoenix, AZ—Feb. 23—March 1, 2015 (SOLD OUT)
Seattle, WA—July 13—19, 2015
Austin, TX—Feb. 23—March 1, 2015 (SOLD OUT)
Columbus, OH—Sept. 28—Oct. 4, 2015
San Juan, PR—April 27—May 3, 2015 (SOLD OUT)
Sacramento, CA—Sept. 28—Oct. 4, 2015
Chicago, IL—April 27—May 3, 2015 (SOLD OUT)
Kansas City, MO—Nov. 9—15, 2015
Boston, MA—July 13—19, 2015
Charleston, SC—Nov. 9—15, 2015
Offerings sell out quickly —register today!
Florida Real Estate Appraisal Board Meetings—2015
2015 FREAB Meeting Dates:
Monday, February 9, 2015
Tuesday, April 7, 2015
Monday, June 1, 2015
Monday, August 3, 2015
Monday, October 5, 2015
Monday, December 7, 2015
The Division of Real Estate is now able to live stream their meetings. The streaming is not recorded and it has limited
space at this time. If you are unable to access the meeting, please try again later as access may become available during
the day. If you have connected to the live stream and no longer wish to view the meeting in progress, please be sure to
disconnect to allow others to access the live stream. Please disable your PC audio and video camera prior to logging into
the meeting. Failure to do so will result in other users and attendees hearing and seeing you during the meeting.
http://www.myfloridalicense.com/dbpr/re/FREABMeetings.html.
61J1-4.003(7) Continuing Education—A registrant, licensee, or certificate holder, including a Board member, may earn
five (5) classroom hours by attending an entire meeting where the Board considers disciplinary cases, for a maximum of
seven (7) of the required thirty (30) hours; provided that, the individual is not appearing as a party to a disciplinary action and notifies the Division of Real Estate, Education Section, of the intent to attend at least seven (7) days prior to the
meeting.
If you wish to have printed materials to reference during the meeting, please visit the website
www.myfloridalicense.com > Doing Business with Us > Real Estate Division Page > Florida Real Estate
Appraisal Board > Meetings & Workshops, and print all publicly available materials as early as 7 days before the date of
the meeting. The department endeavors to minimize paper usage in all business practices.
All FREAB Meetings begin at 8:30 a.m.
If you plan to attend for CE credit, you will need to attend the full day when
the Legal Docket is heard. The Legal Docket is held on the first day of the meetings (Monday).
Knowledge. Experience. Integrity. The MAI, SRPA, SRA, AI-GRS and AI-RRS designations represent advanced knowledge. They stand
for years of proven, real-life real estate valuation experience. Any they always mean a commitment to strict professional ethics and
standards.
Florida Gulf Coast Chapter, Appraisal Institute
10014 N. Dale Mabry Highway, Ste. 101, Tampa, FL 33618 T: 813-962-4003 Website: www.gulfcoastai.org
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Chapter Scholarship Programs
New Florida Gulf Coast Chapter Advanced Education Scholarship Program
The Board of Directors recently approved a NEW chapter scholarship program for active candidates for designation who belong to the Florida Gulf Coast Chapter.
This new Advanced Education (AE) Scholarship program will be open to all active FGC chapter candidates. Scholarship recipients would need to take and pass an advanced education (AE)
course that is sponsored this year by the Florida Gulf Coast Chapter. The board approved ten
scholarships of $200 per person. Candidates who apply for the scholarship program will be reimbursed $200 upon confirmation that they took one of the AE courses offered this year and passed
the exam. The Florida Gulf Coast Chapter currently has two AE courses scheduled for 2015, Advanced Income Capitalization (March) and Advanced Market Analysis and Highest & Best Use
(September). Watch for more information on this new program.
The John & Doretta Gillott/Florida Gulf Coast Chapter Scholarship program will also continue to be available each year for both chapter candidates and practicing affiliates who attend
chapter meetings and chapter education and events and are working towards designation with
the Appraisal Institute. This scholarship can be applied to any qualifying education or advanced
education course that the chapter is sponsoring. Applications and guidelines for the Gillott scholarship program can be found on the chapter’s website and is now open for application. The deadline for this scholarship submission is in May of this year. Click here.
Questions, contact the chapter office at (813) 962-4003 or [email protected].
Interested in Obtaining a Review Designation?
AI-GRS and AI-RRS Designation Requirements For AI Designated Members
Current, MAI, SRA, SRPA, and RM Designated members interested in pursuing the general or residential review designations. Must be a residential review and/or
general review Candidate for Designation to pursue a
review designation.
The AI-GRS and AI-RRS are new designation programs
aimed at providing professional general and residential
reviewers with the knowledge and skills needed to satisfy issues related to due diligence and risk management
often requested by their employers and clients.
Go to: http://www.appraisalinstitute.org/c4dreq/
Questions? admissions[at]appraisalinstitute.org
Phone: (312) 335.4111
Florida Gulf Coast Chapter, Appraisal Institute
10014 N. Dale Mabry Highway, Ste. 101, Tampa, FL 33618 T: 813-962-4003 Website: www.gulfcoastai.org
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Membership Updates — Florida Gulf Coast Chapter
Congratulations to our New Designated Members: Welcome Student Affiliate:
Amanda G. Cooper, MAI, Tampa
John D. Cordova, MAI, Tampa
Janet M. Gutin, MAI, Tampa
Philip C. Stock, MAI, Tampa
Janice M. Smith, MAI, Tierra Verde
Caryn E. Blauser, SRA, AI-RRS, Tampa
Michael P. Jonas, MAI, AI-GRS, Naples
Wayne R. Miller, MAI, AI-GRS, Tampa
Dan K. Richardson, PhD., MAI, AI-GRS, St. Pete
Michael J. Rogers, MAI, SRA, AI-GRS, Pensacola
John A. Sabatini, MAI, AI-GRS, Tampa
Cynthia H. Wright, MAI, AI-GRS, Tallahassee
Ivey M. Kelly, Tallahassee
Status Changes:
Neil T. Buck, MAI — Non-Practicing
Peter J. Parrado, MAI— Semi-Retired
Members Transferred In:
Kreig L. Skillman, Tampa—from East Florida
Michael P. Sprouse, Naples—from St. Louis
George F. Tingley, MAI—from So. Carolina
Members Transferred Out:
Robert F. Goldt, Jr., SRA—to South Carolina
Welcome to our new Candidates for Designation: Members Retired:
Susan E. Alley, Miramar Beach
Brian D. DeMuth, Seminole
Donna G. Miller, Destin
Roy J. Martinez, Tampa
Welcome to our new Practicing Affiliates:
Kris Oxtal, Tampa
Patrick L. Devlin, Sarasota
Spiro Giannas, Wesley Chapel
Patricia Dettenmayer, MAI, Sarasota
James L. Henderson, SRA, Lakeland
Ron D. Anderson, MAI, Colorado
Members Resigned:
Richard H. Sherrill, Pensacola
Angela Crall, Winter Haven
Donald G. Crosson, Niceville
Phillip L. Freeman, MAI, Sarasota
Chapter Leadership for 2015
President:
Vice President:
Secretary:
Treasurer:
Ex Officio:
Michael P. Jonas, MAI, AI-GRS
Mary L. Patterson, SRA
Don Saba, SRA
Wes Sanders, MAI
Woodman S. Herr, MAI
Region X Representatives—2015—2018
Dan Richardson, PhD., MAI, AI-GRS
Mary L. Patterson, SRA
Patricia Staebler, SRA
Region X Representatives—2013—2016
Directors (2015—2017)
Chris Finch, MAI
Julie Battaglia, MAI
Henry Ellis, MAI
Robert Franc, MAI
Rachel Zucchi, MAI
Director (2014—2016)
Geri Armalavage, MAI
Brian Zamorski, MAI
Directors (2013—2015)
Dan Richardson, PhD, MAI, AI-GRS
Ned Palmer, MAI
Brad Saucier, Candidate
Gary F. Scott, SRPA, SRA
Stephen Griffith, MAI
Region X Representatives—2014—2017
Joel Salley, SRA
Michael P. Jonas, MAI (2015 Chapter President)
Alternates: Woody Herr, MAI; Karen Goforth, MAI; Todd
Jones, MAI; James Parham, MAI; Don Saba, SRA; Brent Scott,
MAI; Dan Green, MAI; Don Trask, MAI
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Member Spotlight
Congratulations to John D. Cordova, MAI, Tampa, FL, who recently received his MAI designation.
Where do you work? How long?
Beshears and Associates, Tampa since 2004.
How did you get started in the business?
I started with an eminent domain firm in 2001 working on behalf of
property owners.
John Cordova, MAI
What type of appraisal work do you do?
I appraise primarily self storage properties in the Southeast U.S. I have completed over 120 self storage appraisals in the last three years in ten states. In addition, I have experience in appraising
all types of commercial properties.
How has your practice changed in recent years?
The appraisal has become a commodity, and fees have lowered below the true value of the product. Fees are off by close to 50% from the peak. Technology has not improved enough to justify
that drop off. Maybe attrition and high barriers to entry will stabilize the industry at some point
creating an increase in fees. Time will tell.
Who/what is the biggest influence for you in getting the designation?
The biggest influence (motivation) for getting the designation was not wasting all the time, money, and energy I had invested to be so close to my designation.
Hometown? Tampa, FL
Favorite Hobby/Activities? Family, Church, Sports
What advice can you give to other candidates and practicing affiliates letting the demo hold
them back from receiving their designation?
Take advantage of the Capstone course. At $1,500, the data is worth every penny. The program
is a lot of work, but it is set up to not fail if you put in the effort.
Any other advice to candidates for designation and practicing affiliates?
If you are not sure on the comp exam, guess “C”
We are now on Facebook—please check us out! We invite you
to “like” our page. Also visit our chapter website at:
http://www.gulfcoastai.org.
Florida Gulf Coast Chapter, Appraisal Institute
10014 N. Dale Mabry Highway, Ste. 101, Tampa, FL 33618 T: 813-962-4003 Website: www.gulfcoastai.org
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Government Relations Report,
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by Wesley Sanders, MAI, Chair
Lobbyist: Great News! Trey Goldman has agreed to represent Region X again this year as our lobbyist. He
is continuing to give our members a bigger voice by levering his contacts with the Florida Realtors. Several
Appraisal Institute members have joined the Appraisal Subcommittee for the Florida Realtors. As issues arise
within our profession, this subcommittee should prove to be an invaluable asset.
Proposed Legislation:
The Florida legislative session does not begin until the spring, but it is never too
early to keep an eye out for proposed bills that affect real estate. One proposed bill that we are aware of is
SB 402, by Senator Brandes. This bill is also known as the Renewable Energy Tax Exemption Bill. If passed,
this bill would exempt from ad valorem tax (both real and personal property) any increase in value of real
property due to renewable energy improvements. Increases in value of residential real property would be
exempt from real property tax retro to Jan 1, 2013. Any increase in value of commercial property due to
renewable energy improvements would be exempt from real property tax beginning Jan 1, 2017. All improvements would be exempt from personal property tax beginning Jan 1, 2017.
The bill would promote the use of renewable energy, while providing additional opportunity for appraisers
to report the increases in value.
New Supervisory Trainee Course: Both the Trainee Appraiser and Supervisor Appraiser shall be required to
complete a course that, at a minimum, complies with the specifications for curse content established by the AQB.
The course will be oriented toward the requirements and responsibilities of supervisory appraisers and expectations for trainee appraisers. The course must be completed by the trainee appraiser prior to obtaining a trainee
appraiser credential, and completed by the supervisory appraiser prior to supervising a trainee appraiser.
Target Audience: All individuals becoming Supervisory Appraisers after 1/1/2015 and all individuals becoming Trainee
Appraisers after January 1, 2015. Current Trainees and Supervisors are grandfathered but might still
need the course if state appraiser regulatory agencies adopt more stringent requirements.
FAQs
When will this all take effect? New trainee appraisers applying for first time licensure will be required as part of their
minimum curriculum to have 3 hours of instruction that covers the topics regarding the roles and rules of supervisor and
trainee appraisers effective December 1, 2014 (Rule 61J1-10.002 Effective 8/6/14). The remainder of trainee/
supervisors will be required to complete this requirement after the 2015 AQB implementation date of January 1, 2015.
Every time I hire a trainee, will I need to retake the course? No. The AQB only require that trainees hired after implementation date have previously taken the course and the supervisor has previously taken the course.
Do I need to take the course with my trainee? No, but if the opportunity presents itself it is encouraged.
Can I hire a trainee appraiser before I take the course? No, there is no phase in period for the hiring process. Both the
supervisor and trainee must have taken the course prior to the state recognizing the relationship.
I have three trainees, do we all have to take the course? Probably not. Existing supervisor/trainee relationships are
permitted to be grandfathered if allowed by the state.
Will I get CE for taking this course? Maybe. The AQB allows for CE to be awarded, but it is up to the course provider to
apply for the credit according to state regulations.
Wes Sanders, MAI
Florida Gulf Coast Chapter Government Relations Chair & Region X Government Relations Co-Chair
[email protected]
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Members in the News….
2015 Chapter President
Congratulations to Mike Jonas, MAI, AI-GRS and his wife Stephanie on the
birth of their baby boy, Chace Michael, born January 9th weighing 9 lbs, 8 oz.
All are doing great!
Mike is the 2015 Chapter President for the Florida Gulf Coast Chapter in addition to recently becoming Managing Director /Southwest Florida for Capstone
Valuation Advisors in Naples. Jonas was born and raised in Florida and started
appraising in 1999 during his senior year at the University of Central Florida.
While finalizing his Finance degree, he worked for Paul M. Roper, MAI, SRA of
Clayton, Roper & Marshall. Jonas also worked with Douglas Dane, MAI and later with William H. Reeve, III, MAI, SRA at Coastal Engineering Consultants. He received his MAI
designation from the Appraisal Institute in 2007. Prior to joining Capstone Valuation Advisors, he
was Director of Integra Realty Resources Southwest Florida. Jonas also recently received his AIGRS review designation from the Appraisal Institute.
Governor Rick Scott Appoints Two Appraisers to the Florida Real Estate Appraisal Board
Governor Scott announced two reappointments to the FREAB. Clayton Ketcham, MAI, Tallahassee, is the president of Ketcham Appraisal Group, Inc and was reappointed for a term which will
end October 31, 2018. Also reappointed was Michael Roy of Jacksonville, vice president of Lampe, Roy Associates. Congratulations to Clay and Mike.
Landmark Solar Valuation Study
Two members of the Appraisal Institute contributed to a landmark study released in January by
the U.S. Department of Energy’s Lawrence Berkeley National Laboratory that found that home
buyers consistently have been willing to pay more for homes with host-owned solar photovoltaic
energy systems. Sandra K. Adomatis, SRA, Punta Gorda, FL and Thomas Jackson, MAI, Texas,
were part of a multi-institutional research team of scientists in partnership with universities and
real estate appraisers.
The team analyzed almost 22,000 sales of homes—nearly 4,000 of which contained PV systems, in
eight states from 2002—2013, producing the most authoritative estimates to date of price premiums for U.S. homes with PV systems.
2015 Florida Gulf Coast Chapter Meeting Dates
1st Q Meeting: February 24, 2015—Naples, Florida
2nd Q Meeting: May 22, 2015—St. Petersburg, FL (Tampa Bay Rays Baseball Game)
3rd Q Meeting: August 21, 2015—Sarasota, Florida
4th Q Meeting: November 12, 2015—Tallahassee, Florida
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Advisors Needed for the Candidate for Designation Program
Become an Advisor! We need more designated members to step up and
become an advisor. Please consider applying to serve as an Advisor in the Candidate for Designation Program. Once you have applied and are approved as
an Advisor, the national office will place you on a list of approved Advisors.
We currently have 31 designated members who are approved advisors, however there are only few of these
advisors who have remaining slots available. We have a total of 113 candidates and there are a few candidates who do not yet have an advisor.
A Candidate may request a particular Advisor or the Appraisal Institute will identify a potential Advisor for
the Candidate and make the assignment. The Appraisal Institute will make the final approval as to who will
serve as the Advisor for a specific Candidate. Candidates: Don’t delay—choose your advisor today!
An Advisor can receive up to 125 points of CE credit per AI CE cycle for service to the Appraisal Institute.
Please notify the Admissions Department of your interest at [email protected]. A free
online orientation is available for potential advisors. Advisors serve as a resource to the Candidate, providing knowledge and expertise.
Download the PDF that will explain the process.
WE NEED YOU !
For more information on the Appraisal Institute candidate advisor program, please contact the Admissions
Department at [email protected] or click here.
Advisors & Candidates: Remember to check your Appraisal Institute account page online to
check your status and/or record your contacts.
Mark your calendar for the next Advisor—Candidate Meeting to be held Tuesday, February 24,
2015 in Naples, FL at the Bellasera Hotel. The meeting will be held from 1 PM—3 PM in the Tuscan
Room, 2nd Floor.
Please RSVP to the chapter office at: [email protected] by February 18th .
Job Opportunities
Naples, FL. Real Estate Research Analyst and Real Estate Analyst Trainee positions available. The Naples
office of Integra Realty Resources (IRR), is seeking smart and hardworking individuals. For those interested in
starting or advancing a career in commercial real estate, this is an exceptional opportunity. We provide supervision to help you become a state certified general appraiser. Contact Carlton J. Lloyd, MAI, Senior Managing Director at [email protected].
Commercial Appraiser.
National appraisal company currently seeking candidates for a commercial appraiser position covering the South Florida market including Sarasota/Bradenton, Ft. Myers/Naples, Ft.
Lauderdale/Miami and the Keys. Excellent work environment with extensive company resources on a local
and national level. Applicants should be detail oriented, have good communication and interpersonal skills
along with good writing and problem solving skills. Must have a four-year undergraduate degree; proficiency
in MS Office (Word, Excel); and comfortable learning new appraisal software and database programs. We
offer very competitive fee splits or salary depending on experience level. Excellent opportunity for advancement and security in growing company. Please email resume to [email protected] or contact us at 239514-4646, ext. 225.
Florida Gulf Coast Chapter, Appraisal Institute
10014 N. Dale Mabry Highway, Ste. 101, Tampa, FL 33618 T: 813-962-4003 Website:
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Education, Dinner Cruise and Installation — November 5, 2014
4th Quarter Chapter Meeting in Sarasota, FL
John Underwood, MAI presenting Trial Components seminar at November meeting in Sarasota
Candidate Committee Meet & Greet workshop held at 4th Q Meeting
Dinner Cruise 4th Q Meeting aboard Marina Jacks in Sarasota
Review Designations presented to Mike Jonas, Rebecca Fisher and Steven Grose by Region Vice Chair Val Chiasson, MAI
Installation
of 2015 Officers, Directors & Region Reps at
4th Q Meeting in November
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1st Quarter Meeting of the Florida Gulf Coast Chapter
Tuesday, February 24, 2015 – Naples, FL
Please join us for the 1st quarter chapter meeting & seminar!
CLICK TO REGISTER
Bellasera Hotel
221 Ninth Street South, Naples, FL 34102
Phone: (239) 649-7333
SIGN UP EARLY FOR DISCOUNT!
Board Meeting: 10 AM (Executive Boardroom)
Lunch Meeting: 11 AM—12:45 PM (Venetian Room)
Seminar:
1 PM—4 PM (Venetian Room– 2nd Flr)
Candidate/Advisors Meeting: 1 PM—3 PM
Member Cost:
$125 Seminar and Lunch Meeting (includes plated lunch and dessert)
$40
Lunch Meeting Only (Member Price)
Directions to Bellasera Hotel:
I-75 South—Take exit 105, turn right onto Golden Gate parkway for 4 miles. Turn left
onto US 41 for 1.4 miles, hotel on left. I-75 North: Take exit 101, south 951. At first
light, take right (Davis Blvd) for 6.5 miles to US 41. Take right for 12 miles to hotel on right.
Reservations are required to attend - we hope you can join us!
To register: www.appraisalinstitute.org/education/FloridaGulfCoast.aspx
Registration Application
— February 24, 2015 - Seminar & 1st Q Meeting
Name ___________________________________________________________
R.S.V.P. Required!
Firm ____________________________________________________________
Mail or Fax Registration to:
CC Billing Address ________________________________________________
Florida Gulf Coast Chapter - AI
10014 N. Dale Mabry Hwy., Ste. 101
Tampa, FL 33618
City ____________________________ State ______ Zip ________________
Email ______________________________ License # ___________________
T 813-962-4003 F 813-962-4006
Questions? [email protected]
Register Early and Save….fees increase 2/10/15
Register Online Here
Phone _________________________
Fax: __________________________
Payment: Circle One: Visa - MC - Amex - Discover - Check
Zip Code/Billing: ___________
Credit Card: #___________________________________________ Exp. Date _____________ CCV: _________
Name on Card: _____________________________________________________________________________
Florida Gulf Coast Chapter of the Appraisal Institute
10014 N. Dale Mabry Highway, #101, Tampa, FL 33618
Phone: (813) 962-4003 Fax: (813) 962-4006  Website: http://www.gulfcoastai.org