Trainee Signing The Report

[Otis Key]

I'm with Steve, as long as it complies with the state law/ordinances and USPAP. When I had my trainee I input into the "infamous addendum" that:

Significant contributory assistance has been provided by ****** ******, ######, as a state registered appraiser. This included, but is not limited to, measurements, size calculations, photographs of the subject, sales and/or listings, data gathering and verification...............". And so it went. He got credit and I complied with the requirements. I'm the one that decided, per state rules, how much time I believed he had actually put forth towards the requirements for the next step. Of course, we have have state certified general & residential, state licensed and then registered (trainee) status. Can't do any work, except secretary, without some sort of license.

BTW - Shane or Kate - I'd love to see a copy of that sheet that Shane referenced - It might make a good addition to our state requirements or might be something that I could suggest we not use.

 

[JTip]

I scanned it and put it on a floppy. It's 1.29MB so I cannot post it on here. I'm not sure how to change the size of the JPEG....
PM or aolIM - jst300z - with your email and I will foward it to you. Maybe someone could post it for me.

Thanks,

Shane Tipton

 

[Rick Kulman]

Henry

Suggest your trainee contact the NJ State Board of Real Estate Appraisers in Newark and get copies of the trainee log that she has to be complete which details what she did with respect to each section of the report for each assignment.

See N.J.A.C. 13:40A-4.6 - Responsibilities of supervising appraiser

You have to sign the log each month.

"The supervisor shall provide the trainee with a copy of any final appraisal report in which the trainees work product has been utilized or in which the trainee made a professional contribution."

If she does the work where is the harm in letting her sign the report? Maybe it needs a tweaking because she did not know something or because you pointed something out from a different angle. If she makes a professional contribution and does not sign the report you must indicate same in the certification. Your signing the appraisal, even as supervisor, places full responsibility for the report on you.

New Jersey has an extremely knowledgable group of appraisers on its board. You are not going to pull the wool over their eyes.

Rick

 

[dan kessler]

http://www.dos.state.pa.us/bpoa/lib/bpoa/2...re_appr_503.pdf

Here is the PA checklist for trainees, on page 13 of this document. Sorry I couldn't just link to the page by itself.

 

[JTip]

Atta boy Dan :lol:

I don't know how you found that...I found every other form though.

Good job!

Shane Tipton

 

[Alvin Michael Cooper]

Check with the local state requirements. Each state may have individual requirements. Otherwise, check USPAP. It must be disclosed the level of work the trainee did and what level of work the supervisor did.

 

[Henry Frank]

Originally posted by Rick Kulman@Nov 2 2004, 06:00 PM
New Jersey has an extremely knowledgable group of appraisers on its board. You are not going to pull the wool over their eyes.

Rick

Easy, Rick!
I wasn't trying to "pull the wool over their collective eyes" as you mentioned above. I merely honestly wanted to know if there were any requirements out there. Whether or not she signs on the report is irrelevant in regard to her log hours claimed. She'll have to mark down the amount of hours and (in NJ at least) exactly to what extent she contributed to the report.
My question is only: is it misleading for her to sign on a report that she only did the inspection on? [I (WE) ESTIMATE THE MARKET VALUE ETC. OF SUBJECT PROPERTY ETC. TO BE zzz]. How in the world can she sign on an estimation of value if she never contributed to any market research? She did the inspection, filled out the legal info, copied my sketch into Apex, or typed in the comps that I selected - without making any adjustments etc. Can she sign or not?

 

[Pamela Crowley (Florida)]

That sounds more like administrative / secretarial work. IMO, Until she is making the choices of the comps and determining the adjustments, she's not doing the appraisal.

 

[Rick Kulman]

Henry


My comment about pulling the wool over the board's eyes was not aimed at you but was in response to

She wants to sign because the appraisal commission or board will then assume she did all the work and give her the maximum number of hours towards her certification or license.

I took your statement

... and tell her to do a market analysis...,

to mean that she was actually performing a sales comparison. This is a significant component of an appraisal for which I personally would not have a problem with letting her sign, provided she also inspected the subject.

For just typing -- thats not a professional contribution.

If you let her inspect, why not let her help you pick out the comps, inspect them with you and then let her make the adjustments, even if they are wrong. Let her explain why she did what she did. If you disagree, make sure you explain why as you make changes. You can do much of this while in the car looking at the comps.
Use words like better-worse; superior-inferior, etc, for the concepts. Then you can follow with dollar or percentage adjustments.

This has worked well for us.

If you would like some additional ideas call me.

Rick

 

[Biskt6]

I just found this thread and had a quick question. I just got my trainee's license in TN. I have been working for an appraiser for almost 5 years now but not as a trainee. There are going to be some times that I won't go on an inspection but will do everything else. I talked to my state appraisal board and they said that was fine to do (although not for all the appraisals). The problem is that I don't know how to fill out the experience log. There is a section titled "Involvement" with 5 different choices: Sole appraiser, Co-sign, Tech review, Mass appraisal, Condemnation Part. Acq. I am guessing that I would mark "Sole appraiser." Just wondering if there was anyone else in TN that already knew the answer.