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AFFORDABLE
HOUSING VALUTAION
Affordable housing has grown to
comprise a substantial segment of the housing industry today and it
is one of the great “buzz words” heard throughout the State. As an
Assessor and Appraiser you have the responsibility to value this
type of property using acceptable methods. We will discuss
those methods as well as the new laws that govern the Assessment
process under RPTL 581-a.
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AGRICULTURAL EXEMPTIONS
Reviews all aspect
of agricultural exemptions to include the NYS established agricultural
assessment values, exemption requirements, definition of terms, property
use requirements, and conversion to nonagricultural use.
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AGRICULTURAL VALUATION
Emphasizes farm
property valuation by examining the agricultural industry, trends in the
industry, and the three approaches to value as applied to agricultural
properties of all types.
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ANALYZING
LEASES
This seminar will instruct the students in the procedures for
analyzing leases for assessment purposes. It will provide
assessors with an in-depth look at understanding leases including:
rental rates and escalation clauses; lease terms; leased area and
rental area; inclusions and exclusions of expenses; percentage rent
and overage rent; tenant improvements; interpretations of the lease;
and establishing the value of the lease for assessment purposes.
The student will work with both the capitalization approach and the
discounted cash flow approach to value.
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APPRAISING IN A DIFFICULT
MARKET
Change is inevitable. To struggle is
optional. Market changes typically in stale or declining
markets can result in challenging valuation assignments. Property
use changes . . . Economics change . . . Neighborhoods change
. . . and Markets shift. In this seminar we will explore the
reasons for these changes, how these changes affect property values,
how to recognize the tell-tale signs of market declines and how to
accurately reflect these market changes.
After recognizing the reasons and effects of a
stagnant market or a market decline, we will describe methodologies
and techniques utilized to properly adjust our data to mirror the
market.
We will specifically look at techniques in
valuing distressed properties, be it physically deteriorated,
functionally obsolescent, locationally and economically challenged
or environmentally contaminated properties.
A series of case studies from declining
markets to several forms of distressed property types will be
analyzed. Including techniques such as paired sales; sale vs.
re-sale, historic and market trending analysis, and hybrid cost
models are amid the problem solving tools we will discuss.
This seminar will be general in nature and
should appeal to all levels of assessment and appraisal professions.
Blow the dust off it, and bring your calculator . . .
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AUTO / RV DEALERSHIP VALUATION
This course is
designed to provide students with a complete understanding of RV/Car
Dealership property appraisal and assessment practices. The materials
will cover the data collection, valuation theories and techniques of
valuing and assessing RV/Car Dealership properties. All three approaches
to value will be discussed, with particular emphasis being placed on the
market and income approaches to value. Mass appraisal of RV/Car
Dealership properties will also be discussed. As a component of the
course a case study, including an appraisal problem, will be offered.
Participants will be expected to bring a calculator and will be asked to
determine the fair market value of the case study problem.
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BANK APPRAISAL
Examines valuation
techniques particular to banks including issues such as whether they are
special use properties, the impact of vaults on value, and how the three
approaches to value are applied to bank properties.
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BAR & SCAR PREPARATION
This seminar will
review the issues facing Boards of Assessment Review on grievance day and
Assessors at Small Claims Assessment Review proceedings. Topics for Board
of Assessment Review will include hearing procedures; demands for
information; forms and letters to be used by the Board; the “willful
failure to cooperate” determination; and the effect the BAR actions have
on Article 7 proceedings. Topics for SCAR hearings will include hearing
procedures; tactics and strategy for assessors; evidence and testimony at
SCAR hearings; and appeals of SCAR decisions.
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BASIC RPS V4 & V4 REPORTS
This seminar will
review the basics of RPS V4 and the reporting capabilities of V4.
We will discuss the use of RPS V4 as the primary assessment
administration tool used in New York. Ownership transfer and sale
maintenance; notes; form letters; security; administration rights;
view choices; roll years; exemption maintenance; special districts;
entering inventory; Annual Report information and other basic skills
will be taught. We will also review the various standard
reports that are available to users of V4. Students will be provided
a handout that can be used as a ready reference after the seminar.
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BLUEPRINT &
CONSTRUCTION TERMINOLOGY
This course is
designed to provide students with a better understanding of
construction terminology and reading blueprints. Areas
discussed include quality or grades of construction, condition
determinations and other related data collected items used in
appraising or assessing. Both residential and commercial properties
will be discussed. Specific building plans of residential and
commercial properties will be reviewed and participants will be
expected to complete a property record card from information
obtained from the building plans. Participants will be expected to
bring a calculator.
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CAMPGROUND APPRAISAL
This seminar is designed to assists Assessors or Appraisers in
deter-mining the fair market value and equitable assessments of
Campground type properties. Discussed throughout the seminar will be
the determination of appropriate approaches to value, analyzing the
various components of each approach to value, and reconciliations of
the value determined for a final estimate of value. Both appraisal
and mass appraisal techniques will be discussed. Class attendees are
expected to bring a calculator and a case study will be offered.
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CAPITALIZATION RATES
The objective of
this seminar is to familiarize the student with the various aspects of
capitalization rates. This class will include information on financing,
capital recovery, overall rates, and the use of present and future worth
tables. This is a Basic Course.
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CELL TOWER VALUATION
This course is
designed to assist the assessor or appraiser in identifying the
characteristics of cell towers pertinent for valuation purposes.
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CERTIORARI PREPARATION
The course will
cover various issues related to tax certiorari litigation, including the
Board of Assessment Review; trials in New York State Supreme Court;
appeals of trial decisions; and legal issues confronting assessors related
to exemptions and claims of excessive or unequal assessment.
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COMMERCIAL EXEMPTION
ADMINISTRATION
This
seminar is an in-depth review of the procedures to be followed by
assessors and their staffs in reviewing applications for commercial
exemptions from the real property tax. It will cover how
applications must be filled out, what items to look for, form
letters useful to assessors and related subjects. Exemptions
to be discussed include non-residential properties such as
Not-for-Profit, Business Investment, IDA, Agricultural and Forest.
This course will bring everyone up to date on any changes that have
occurred over the past few years and discuss a number of court
decisions and how they might effect your determinations on
exemptions.
This
public relations seminar is designed to be a fun day of learning to
improve communication skills when interacting with the public, staff, and
elected officials. Some of the scheduled topics are:
-Writing
Clear & Concise Letters and Memos
- Dealing
with Angry Taxpayers
- Habits
of Highly Effective Assessors
-
Relaxation Techniques
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Employee Relations—Increasing Productivity and Morale
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Recognizing Effective (and Non-Effective) Body Language
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CONDOMINIUM VALUATION This seminar will instruct the students in the
procedures for estimating the assessed value of property held in
condominium form of ownership. It will provide assessors with
an in-depth look at this type of ownership and restrictions you have
in valuation approaches due to New York State law. The Income
Approach will be emphasized since that is the only approach to value
that can be used in the majority of municipalities in New York.
We will discuss the few methods available whereby you can use the
market approach to value condominiums.
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CONSERVATION EASEMENTS &
ENCROACHMENTS
Thoughts on the application of the appraisal process
in the
valuation
of property benefiting from and/or subject to easements. Encroachments:
by whom - where - remedy - effect on value if any. Stretching the thought
process sometimes requires the “appraiser/assessor” to step out of the box
of normality to conclude a reasonable solution.
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CONSERVATION EASEMENTS & WETLANDS
This seminar is a two-topic seminar involving the valuation of land.
Conservation Easements and Wetlands are two major conditions that
affect the value of land. In the morning session, we will
discuss this legal or governmental condition that, when granted,
creates encumbrances affecting the property rights and often
affecting the value of the subject and, occasionally, the value of
adjoining or properties nearby. We will cover why Conservation
Easements are created, how they may benefit and how they may devalue
the property. Also the proper techniques involved in valuation
of the easement or the property will be examined with examples and
case studies. Lastly, we will review examples or municipal
exemptions involving conservation easements and the assessor's
involvement in that process. During the afternoon session, we
get into the multiple definitions of wetlands, what are the benefits
and restrictions, how are they determined and delineated, how are
they monitored and by whom. From there, we get into appraisal
valuation techniques of wetland properties.
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CONTAMINATED
PROPERTY VALUATION
This seminar is designed for assessors and
appraisers who have a good knowledge of real estate appraisal. The
objectives of the seminar are as follows:
| 1.
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Become familiar with some of
the major Federal Legislation on hazardous sites |
| 2. |
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Understand commonly utilized
terminology. |
| 3. |
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Learn about the various
types of property contamination. |
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Understand the relationships
between the appraiser and environmental specialists. |
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Become familiar with and
begin to employ some valuation techniques to value
contaminated properties. |
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CONVENIENCE STORE/MINI MART VALUATION
This seminar is designed to help the
Assessor/Appraiser with the valuation of Convenience Stores and Mini-Marts.
This course will assist the Assessor/Appraiser in identifying the assessable
inventory of these type properties for valuation purposes.
Those seeking to diversify and expand their
expertise and acquire knowledge of how to value convenience stores and
mini-marts
should plan on attending this seminar.
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COST APPROACH
Designed to assist
assessors or appraisers in use of the cost approach to value. Discussions
include determination of cost new values, accurate estimation of
depreciation, and land values. Uses case problems and specific
residential and commercial examples.
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CRITIQUING
APPRAISAL
As an assessor we are often asked to take a
look at an appraisal that was prepared for a taxpayer. In critiquing
or reviewing these reports we may ask ourselves, what is this
appraiser doing? This is a really bad appraisal. Well you didn’t
really expect to see a good appraisal on the property did you?
You’re the Assessor.
Although our job is about values it always
comes down to taxes. The easiest way to reduce property taxes is to
find the appraiser that champions the cause, and pro-vides a report
that has an agenda. Yes this is unethical and can even be illegal. I
truly believe almost all appraisers are very ethical and will never
work this way. However in every profession there are some shady
characters and often these are the reports the assessor sees.
In this seminar we will examine the telltale
signs of an appraisals that are intended to mislead and the reports
that are truly objective. We will learn the most common ways an
appraisal can mislead; this is accomplished by techniques like
"Death by a thousand cuts" or the Omission. We will also learn what
questions to ask of the appraiser and exactly what you can do about
it, if the report is found to be faulty.
This Seminar is structured for all levels of
assessment professionals and will cover both Residential and
Commercial Reports. We will be involved in case studies so blow the
dust off your calculator and bring it to class.
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DAIRY FARM APPRAISAL
A guide to
appraising a dairy farm, with emphasis on issues specific to the dairy
industry and farms
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DEEDS & SURVEYS
Description
Pending
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DEPRECIATION
In this seminar we explore everything
you always wanted to know about depreciation, but were afraid to
ask. We will start at the very beginning and discuss the Principles
of Value before we go into estimating accrued depreciation. The
class will then discuss causes of depreciation, including physical
deterioration, functional obsolescence and economic obsolescence or
external obsolescence. Both curable and incurable physical
deterioration and functional obsolescence will be reviewed.
Different methods of measuring depreciation will be discussed,
through the indirect methods of sales comparison and capitalization
of income. And then the direct methods of economic age-life
and modified economic age-life. Finally the observed condition or
breakdown method will be discussed.
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DEVELOPING A CAP RATE
The
objective of this seminar is to familiarize the student with the
various aspects of capitalization rates. This class will include
information on financing, capital recovery, overall rates and the
use of present and future worth tables. This course should be of
interest to Assessors, Appraisers, Builders and Developers within
the State of New York.
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EASEMENTS, ENCROACHMENTS & LIENS
A course designed to
assist assessors and appraisers in their understanding of various property
terms, rights, encumbrances, and restrictions, and their potential impact
on value.
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ETHICS FOR ASSESSORS
Ethics
for Assessors is being offered to help local assessing officials
understand the ethical dilemmas they may run into during the normal
course of their workday. You will receive information on the
laws that address ethics such as Conflicts of Interest of Municipal
Officers and Employees, RPTL Sec. 336, Statement of Disclosure for
Assessors, Freedom of Information Laws and Open Meetings Laws.
There will be real life question and answer sessions that will be
explored through group discussion. An ethics course is now
required for all Assessors and County Directors that have been
elected, appointed, re-elected or reappointed with in the last year.
You will have one year to fulfill this new requirement.
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EXEMPTION ADMINISTRATION
This seminar is an in-depth re-view of the procedures to be
followed by assessors and their staffs in reviewing applications for
exemptions from the real property tax. It will cover how
applications must be filled out, what items to look for, form
letters useful to assessors and related subjects. Exemptions to be
discussed include STAR, Aged, Veterans, Business, Farm and
Not-for-Profits. This course will bring everyone up to date on any
changes that have occurred over the past few years and discuss a
number of court decisions and how they might effect your
determinations on exemptions.
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FAST FOOD PROPERTY VALUATION
This course is
designed to assist assessors and appraisers in identifying the
characteristics of fast food restaurants pertinent for valuation
purposes. You will learn what you are valuing in a fast food restaurant
appraisal and with case studies, the different types of values you can
appraise. There will be an overview of the fast food restaurant appraisal
process and you will discover what makes fast food restaurants a specialty
purpose property
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FOREST LAND VALUATION
Designed to increase
the participants’ knowledge of New York State forest land appraisal. It
addresses forest exemptions, the importance of forest products in New
York, contributory value components in forest appraisal, etc.
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GOLF COURSE VALUATION
This seminar
is designed to assist the assessor/appraiser in examining the issues
specific to the appraisal of golf courses. The program will review the
cost approach, issues of land valuation, the income approach and the
market approach, as each relates to the subject matter. A case study
involving a recent golf course appraisal will be reviewed and discussed.
Along with the different approaches to value, you will also be introduced
to the market analysis, development and financing of golf courses as well
as the collection of the physical data.
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HOTEL/MOTEL VALUATION
A seminar to assist
the assessor with hotel and motel valuation issues, including franchise
agreements, furniture, fixtures and equipment, bar (restaurant) income.
Uses case studies, and demonstrates the three approaches to value for
hotel and motel properties.
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INCOME & EXPENSE STATEMENT ANALYSIS
This course
will include a thorough
review
of the basics of Income and Expense Statements. We will decipher what is
and is not a legitimate income or expense entry and expand into some of
the “off the wall” income and expense entries. We’ve all seen them and
sometimes wonder how they should be considered. Bring some of the unique
income and expense entries that you’ve pondered. This course will discuss
their legitimacy.
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INTERNET &
RELATED TECHNOLOGY FOR ASSESSORS
This seminar will enhance the student’s ability to utilize the
Internet for assessment purposes and to broaden the understanding of
its practical use in the Assessors’ office.
Discussions of internet browsing, email and file transfer
protocol will be held, with information on security, cookies and
firewalls.
The instructor will instruct on soft-ware updates, business
related websites, search services, web crawlers and book-marks. Find
out where to get shareware and freeware. You will get Email dos and
don’ts, notifications, managing an address book, ListServe and
newsletters.
This course will give you answers to all those questions you were
afraid to ask about the internet.
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LAND VALUATION
Provides an
introduction to the generally accepted principles of real estate appraisal
as they relate to land valuation. It will assist assessors in the
development of values for various types of land (residential, commercial,
agricultural, and industrial).
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LAND
VALUATION SCHEDULES
Land Valuation Schedules will discuss land
analysis considerations
and review the six techniques to value vacant land.
Data collection techniques will be
reviewed including the use of RPS land type codes and influence
codes. Students will be shown how the mass appraisal of vacant land
can be accomplished by plotting vacant land sales, developing land
schedules from sales and the use of the Excel spreadsheet in
creating land schedules. An in-depth discussion of creating and
editing land schedules in RPS will be presented. This seminar will
be helpful to assessors, appraisers and staff that assist in the
valuation process.
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LIGHT MANUFACTURING FACILITIES VALUATION
This one-day
seminar examines the various components of value specific to
manufacturing facilities. A discussion of “Old Industrial”
versus “New Industrial” will identify physical characteristics
necessary for understanding the market for this type of property.
The three traditional approaches to value (Sales Comparison
Analysis, Income Approach, and Cost Approach) will all be discussed
relative to how each can be reliably used to value manufacturing and
industrial properties. Other topics include: sources of data,
measurement of obsolescence, units of comparison, market
adjustments, and capitalization rate development. This seminar
is designed for both assessors and appraisers.
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LEASES – READING & UNDERSTANDING
Terms and provisions
of leases are reviewed with an emphasis on their impact on the income
stream and valuation process. Sample leases are used to demonstrate
Problems typically
encountered by the assessor or appraiser in lease analysis, such as gross
vs. net leases, percentage of sales clauses, etc.
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MANUFACTURED HOME VALUATION
The seminar will define the
differences between prefabricated modular and
stick-built residential construction and their effects
on value as shown by application of the market data and
replacement cost approaches.
Discussion of current issues
regarding manufactured housing parks will also be part
of the program. Application of the STAR program
and other exemptions to manufactured homes in and
outside of parks will be explained.
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MANUFACTURED HOME PARK VALUATION
Seminar is designed to assist assessors or
appraisers in identifying the components in manufactured home park
properties that are pertinent for the valuation process. Items
to be discussed are manufactured home park data collection, highest
and best use, land valuation, manufactured home park sales analysis
the cost approach to value, and the income approach to value.
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MARINA VALUATION
This seminar is designed to
help the Assessor/Appraiser with the valuation of
marinas. Marinas are unique properties with
different forms of ownership and complex
physical/location differences.
The first part of this seminar
will be discussing site differences, building
differences and business elements that distinguish
marinas from other types of properties. Location
factors, riparian rights, water quality, flood zone
classifications, wetlands and dry rack storage are
topics for discussion. The need for specialized
management is also addressed.
The afternoon session will
cover the highest and best use in regard to marinas and
the application of the four traditional tests.
Also discussed will be the three traditional approaches
to value, and special valuation techniques for marinas.
We will conclude with a case study and the speakers real
life observation in appraising marinas.
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MIXED USE PROPERTY
In this
seminar we explore the complexity of classifying mixed-use properties and
challenges of estimating their values. The day begins with the
examination of what characteristics make up this class, leading us into
identifying the types of properties that fit into this mixed-use genre.
We will discuss the states’ current use code system for this sub-group and
other methods of identification. From there we go into the different
approaches to solving our valuation problems for these unique and diverse
property types. We will look at a number of methodologies within these
approaches, some being “creative by necessity” because of the unusual
nature of these properties. We also get into some of the common pitfalls
and misapplications of some methods. In the afternoon we take on a couple
of case studies for a better understanding of the issues involved. This
seminar deals with mixed-use properties of all types from the typical
small retail with apartments on the second level to complex properties
with several different uses on the same site, plus many others.
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NEW CONSTRUCTION VALUATION
This new course will
include a thorough discussion of how to value new construction. We will
review all three approaches to value: Cost, Market and Income. The
presentation will include how to answer the question of estimating
assessed value prior to actual construction and the use of RPSV4 in
valuing new construction. The seminar will include a Power Point
presentation detailing current construction costs in the residential
housing market in New York. This course should be of interest to
Assessors, Appraisers, Builders and Developers within the State of New
York.
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NOT-FOR-PROFIT EXEMPTIONS
This seminar will discuss the review
process the Assessor should go through when they have received a
request for a Not-for-Profit exemption. The instructor will
provide a summary of Opinions of Counsel and case law related to
Not-for-Profit exemptions. We will discuss the different types
of organizations that are incorporated under RPTL 420a and 420b.
We will examine the information and documentation the Assessor needs
from the applicant, as well as the applications themselves.
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OFFICE MANAGEMENT
Reviews the
fundamental principles of office management for assessors including
planning, the budget process, office organization, records management, and
performance measurement.
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PARTIAL INTEREST VALUATION
Examines valuation
issues involving divided ownership such as leasehold interests, leased
fee, partnerships, air and subsurface rights, easements, and their
relationship to market value.
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PIPELINE VALUATION
Reviews valuation
methods for transmission pipelines including replacement cost new less
depreciation, unit pricing, types of pipelines, inventory resources and
techniques, calculation of depreciation, local multipliers, etc.
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RESIDENTIAL STYLE, CONSTRUCTION GRADE
AND CONDITION
This course is designed to provide students with a better
understanding of Residential Building styles, grade of construction
and building condition. Residential styles from Greek and Gothic
Revivals to Neoeclectic contemporary homes will be discussed.
Emphasis will be placed on selecting the correct NYSORPS residential
style, grade and condition for each style. Marshall Valuation
Services construction grade criteria will also be covered. Numerous
residential building photos will be shown for class discussions.
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RESTAURANT VALUATION
Will assist
assessors with restaurant valuation issues such as value in use, market
value, and valuation as a going concern.
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SALES RATIO STUDY
This course will
include a thorough discussion of how to do a Sales Ratio Study. There
will be a review of the laws governing Uniform percentage of value and the
Level of Assessment as well as the relationship between LOA and the
Equalization Rate process. You will learn the basic steps in a Sales
Ratio Study, from the purpose and objective to the evaluation and use of
the results. In today’s real estate market you need to be knowledgeable
in the way Sales Ratio Studies are performed and how to interpret the
results when determining your LOA and defending your Equalization Rate
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SHOPPING CENTER & MALL VALUATION
Description
Pending
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SUBDIVISION ANALYSIS
This course will include a thorough
discussion of all the key elements of subdivision analysis. The
identification of highest and best use, the analysis of project
feasibility and marketability, the evaluation of project risk,
financial modeling techniques and the applicability of each of the
three approaches to value.
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SUBSIDIZED HOUSING VALUATION
Description
Pending
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TAX CERTIORARI NEGOTIATION
This timely seminar will cover various issues related
to tax certiorari litigation; from the first steps by the Board of
Assessment Review to the last settlement decision. Learn about
negotiation strategies and how to determine how far you can “push”
the opposition. What legal issues are confronting assessors related
to claims of excessive or unequal assessments and the denial of
exemptions.
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TELECOMMUNICATIONS VALUATION
This program is an
overview of the telecommunications industry from a company perspective.
It covers the many technological and competitive changes that are
occurring, it addresses the influence of these trends on valuation, and it
covers the responsibilities of all interested parties in the valuation
process. The valuation portion of the program will utilize an open forum
of presentation combined with cost studies to provide insight into valuing
buildings, outside plant and cellular transmission tower facilities.
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TIME MANAGEMENT
Time Management
will take a look at managing ourselves, our activities, and getting
organized to get more out of our day. While most of the day will be
spent looking at ways to improve our work time management, much of
what will be discussed can apply to our personal lives too.
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V4 VALUATION
This seminar will instruct the students in the
valuation procedures contained within the RPS V4 program. We will
learn how to value a single parcel using all three accepted methods
of valuation. The Mass Valuation segment will be reviewed and
explained. The instructor completed a Town-wide reassessment using
the RPS V4 valuation approach for the 2004 assessment roll for a
10,000+ parcel municipality. The insights learned during this
process will be discussed. A power point presentation along with
handouts will be used for this seminar. Another V4 Valuation
seminar scheduled for November 18, 2005 in Albany will be a hands-on
course, if the students can provide their own laptop computer.
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VALUATION OF MANUFACTURED
HOUSING
This seminar will define the
differences between various types of residential construction:
Prefabricated, Modular, "Stick-built" and the effect of these
differences on value, as shown by application of the Market Data and
Replacement Cost approaches to value. This course is
appropriate for Assessors, appraisers, data-collectors and anyone
else with an interest in the valuation of various types of
manufactured housing.
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VALUATION OF MEDICAL
OFFICE SPACE
This one-day seminar examines the various components of value
specific to medical office space. A discussion of the specific needs
of "medical" versus "general" office utilization will identify
physical characteristics necessary for understanding the market for
this type of specialized property.
The three traditional approaches to value (Sales Comparison
Analysis, Income Approach and Cost Approach) will all be discussed
relative to how each can be reliably used to value medical office
space.
Other topics include: sources of data, measurement of
obsolescence, units of comparison, market adjustments, and
capitalization rate development.
This seminar is designed for both assessors and appraisers.
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VALUATION OF MINERAL RIGHTS
In this one day seminar we will
discuss an overview of the typical mining operation. Since
most of the area mining is created in quarries this will be a major
topic. After defining the different types of
operations we will get into supply and demand factors, valuation
theories, and taxation relationships analyzing what rights and real
estate/equipment is taxable. We will discuss the three
approaches to value with an emphasis on the income approach to
value. We will also view sources of comparable sales, industry
standards and review a Case Study. This seminar will appeal to
any assessor that has a mine, quarry, or gravel pit, or other mining
operation within there municipality or would like a broad working
knowledge of the topic.
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VALUATION OF PLAZAS AND
STRIP MALLS
This course is designed to provide
students with a complete understanding of Plaza and Strip Mall
property appraisal and assessment practices. The materials will
cover the data collection, valuation theories and techniques of
valuing and assessing Strip Mall properties. All three approaches to
value will be discussed, with particular emphasis being placed on
the market and income approaches to value. Mass appraisal of Strip
Mall properties will also be discussed. As a component of the
course, a case study, including an appraisal problem, will be
offered. Participants will be expected to bring a calculator and
will be asked to determine the fair market value of the case study
problem.
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VALUATION
OF SELF STORAGE UNITS
This seminar is designed for assessors, appraisers, and
assessment staff. This seminar will include a presentation on how to
appraise and assess Self-Storage Facilities. At the seminar’s
conclusion, the student will have a better understanding on what to
look for in analyzing income and expense statements, cost out a
facility, and compare the market for valuation purposes. A case
study problem will be part of this course.
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VINEYARD VALUATION
Description
Pending
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WATERFRONT PROPERTY VALUATION
Provides an
introduction to basic land valuation principles as applied to waterfront
properties, with an emphasis on mass appraisal techniques.
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WHAT IS INCOME
This course will include a thorough
discussion of what is and what is not considered income for both the
Senior Citizen exemption and the Enhanced STAR exemption. The
handout will include a very useful compilation of Opinions of
Counsel related to the question of income for exemption purposes.
The seminar will include a Power Point presentation detailing
sources of information, general income requirements, options
available under the law, net rental income and
such trouble spots as, IRA’s, Money Market Funds and other
investments.
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WIND FARM VALUATION
NIMBY (Not in my Backyard): But what if they are in your backyard
or your Town? How do I value them? Why are they so controversial? Do
they really make a lot of noise? Kill a lot of birds? Make a lot of
power? Are they cost effective? Do they affect neighboring
properties? How do they work? What are green credits? What are the
tax incentives? Any exemptions? We won’t answer all these questions,
but we’ll answer quite a few and we will discuss them all, plus
quite a few more. I will tip our hand and let you know we will be
discussing costs and incomes in detail (but you don’t need a HP12c
to take this seminar). It is written to be understood by all. So if
you have Wind Farms in your town, or they’re coming soon or just
want a working knowledge of what they’re all about, this is the
course for you.
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ADVANCED
AGRICULTURAL APPRAISAL
An
Intermediate course building upon basic appraisal concepts. Those
concepts are brought to life by practical application to the valuation
of agricultural lands and structures used in agricultural production.
Students will be taught current approaches for appraising agriculture
enterprises found in New York. Included in the course will be a field
trip to several agricultural properties and expert speakers from around
the state.
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TOP AGRICULTURE ECONOMICS
Agriculture is a complex and dynamic business. Change is
continuous. For any valuation professional good understanding of an
industry is fundamental to sound valuation. Understanding of
agriculture will be enhanced in this seminar-style course through a
series of presentations and interactions with agricultural
specialists at Cornell who deal with farm and food policy and the
economic outlook for key New York farm and food sectors.
Implications of policy developments and economic trends for the
industry, farm property valuation, and the assessing community will
be examined through interactive sessions with presenters. No exam
will be given. Included in the course will be a field trip to
several agricultural properties
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APARTMENTS, CONDOMINIUMS AND COOPERATIVES
This course is designed to specifically look at the procedures and
problems associated with the valuation of multi-family residential
housing. Specifically, apartments, condominiums, and cooperatives
are the subject matters being considered. Students can expect to
apply the three approaches to value, with emphasis on the income
approach as it relates to these types of properties.
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APPRAISAL PRACTICES I (R1)
An introductory course in the appraisal of residential property,
emphasizing legal considerations, economic principles, real estate
markets and analysis. (This course is approved by the Department of
State as equivalent to R-1 for appraiser licensing education and is
required for assessors seeking basic certification from ORPS).
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APPRAISAL PRACTICES II (R2)*
An intermediate DOS course in the use of appraisal statistical
concepts, valuation of partial interest and the use of the three
approaches to values. Required for Assessor Basic Certification)
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APPRAISAL
PRACTICES III (R3)*
Part of the job duties of an assessor is to be able to read,
understand, and in some instances prepare competent appraisal
reports. This course will blend those theories and principles
learned in the R-1 and R-2 courses into producing actual appraisal
reports of both a single-family residence and a two-four family
income property. This hands-on course will require the physical
inspection of at least two residences, searching information and
comparable sales, and generating complete appraisal reports. This
course has been approved by the Department of State as equivalent
for R-3 for appraiser licensing education. (Prerequisites: R-1 and
R-2 or equivalent)
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ASSESSMENT
MATHEMATICS & INTRODUCTION TO STATISTICS
This course will begin with a brief review of basic algebra and
geometry. The main emphasis will be on the statistics used in mass
appraisal such as ratio studies; the mean, median and mode; measures
of dispersion such as the standard deviation, variance and
coefficient of dispersion, and the price-related differential. The
six functions of the dollar as used in the income approach to value
will also be discussed. All students must bring a pocket calculator
and should know how to use it. The advantages of more sophisticated
calculators such as the HP-12C will also be explained.
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ASSESSMENT
PRACTICE AND PROCEDURES
This week long course will deal with several assessment related
issues and functions. Half day sessions include assessor’s office
equipment, standards, space, budgets and dealing with town boards,
full value measurement, trending procedures, annual reassessment,
planning reassessment projects, STAR administration and changes, and
sales verification procedures. Sessions will have multiple
instructors an/or panel discussions. This course is not a
substitute for assessment administration required for basic assessor
certification
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BANK APPRAISAL
- How
is a bank classified anyway? Is it retail? Is it an
office?
|
- What
do you have if it is no longer used as a bank? How do I
value a converted bank?
|
- What about the built-in vault?
Does that make the property a special-use property?
|
- What’s happening to the value of a branch bank with
now that web banking and ATM machines seem to be taking over?
|
- How does the Community Reinvestment Act affect bank
real estate decisions?
|
All
these questions and more will be answered in this
in-depth study in techniques available to value and a
bank’s real estate asset. We will physically inspect a
bank property and complete an appraisal of this
property.
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COMPUTER TECHNIQUES FOR ASSESSORS
This is an introductory course to familiarize Assessors with a
variety of personal computer applications and software. Topics
covered will include database management and form design in
Microsoft Access, graphing in Microsoft Excel, how to use Arcview
for GIS, and how to effectively use the Internet. This is an
overview course intended to give students an opportunity to develop
an understanding of each of these computer “tools” and their
practical application in the Assessor’s office. Participants will
also learn the basics on the care and feeding of their computers
through routine maintenance and upgrades via the “Net” and over the
counter.
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EXCEL & ACCESS
This course is intended for Assessors and staff who have been using
these software products and want to enhance their understanding and
ability to utilize these tools for assessment purposes. Students
will learn import and export techniques, how to download data,
linking and merging V4 data, how to design custom MS Access forms
for data entry and data viewing, query building and query logic, how
to use Excel basic statistics tools and graphing. In addition,
students are asked to submit personal examples of what they would
like to learn and appropriate examples will be incorporated into the
class as time permits.
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FARM APPRAISAL
Practical application of appraisal methods to agricultural lands and
structures used in agricultural production. Will include a field
trip to one or more local farms
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FARM ECONOMICS AND AGRICULTURE APPRAISAL
An intermediate course building upon basic appraisal concepts. Those
concepts are brought to life by practical application to the
valuation of agricultural lands and structures used in agricultural
production. Students will be taught current approaches for
appraising agricultural enterprises found in New York. Included in
the course will be a field trip to several agricultural properties
and expert speakers.
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TOP
IAO-1 ASSESSMENT METHODOLOGIES & TECHNIQUES
A
fundamental course designed to give a thorough overview of the
methodologies and techniques available in the valuation process and
assessment administration this review course should also serve as
an excellent review for those students who plan to seek their IAO
designation. The instructors for this course have many years of
experience and their knowledge will make this a very worthwhile
course.
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IAO-2
An in depth course on most New York State property tax exemptions.
Various instructors will conduct sessions on specific exemption
topics. The law, forms and requirements will be discussed. Bring
your exemption “horror story” for class case problems and volume 4
parts 1 & 2.
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IAO 3 - ADVANCED
MICROSOFT OFFICE APPLICATIONS FOR DATA ANALYSIS, RE-ASSESSMENT AND
PUBLIC RELATIONS
Students will
develop essential computer skills to determine current assessment
equity, MS Office software techniques to convey their findings to
local officials and to effectively communicate to the public through
the re-assessment process. The course will cover V4 Comparative
Property Analysis, V4 data export, managing data, market analysis,
basic statistics, data presentation techniques for public relations,
custom letters and notices in V4, and merging data and pamphlet
design. The course is designed for RPS Version 4 users who should
also be relatively competent users of MS Excel and have some
experience with MS Access.
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IAAO COURSE 101 – FUNDAMENTALS OF REAL PROPERTY APPRAISAL
A
basic appraisal course for assessors, course 101 emphasizes the
theory and techniques of the cost and sales comparison approaches to
value. Students review terminology, basic appraisal and economic
principles, general principles of land valuation, the assessment
function and the mass appraisal process.
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TOP
IAAO COURSE 102 – INCOME APPROACH TO VALUATION
Course 102 covers the theory and techniques of estimating value by
the income, or capitalized earnings, approach. The material
includes selection of capitalization rates, analysis of income and
expenses to estimate operating income, and capitalization methods
and techniques. This course also covers rental units of comparison,
as well as real estate finance and investment. This course is
equivalent to G-1 and is accepted for ORPS basic training
requirements.
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IAAO COURSE 201 – APPRAISAL OF LAND
Course 201 covers the theories and techniques of appraising land.
Topics include classifying land; estimating highest and best-use;
discovering significant trends and factors and their effects on
value; data collection, and selection of correct physical units of
land measurement for appraisal. The five land appraisal methods
(sales comparison, allocation, anticipated use, capitalization of
ground rent and land residual capitalization) are studied in depth.
Recommended: Course 101 and Course 102.
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TOP
IAAO COURSE 300 – FUNDAMENTALS OF MASS APPRAISAL
This course provides an introduction to mass appraisal and is a
prerequisite for the 300 series of courses offered by the IAAO.
Topics covered include single-property appraisal versus mass
appraisal, components of a mass appraisal system, data requirements
and analysis, introduction to statistics, use of assessment ratio
studies in mass appraisal modeling of the three approaches to value
and selection of a mass appraisal system. Recommended: Course 101
and Course 102.
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TOP
IAAO COURSE 311 – RESIDENTIAL MODELING CONCEPTS
Course 311 presents a detailed study of the mass appraisal process
as applied to residential property. Topics covered include a
comparison of single-property appraisal and mass appraisal, the
major steps in the mass appraisal process, data requirements, market
analysis, application of the approaches to value, use of sales ratio
studies
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IAAO COURSE 312: INDUSTRIAL/COMMERCIAL MODELING CONCEPTS
This course presents a detailed study of the mass appraisal process
as applied to income-producing property. Topics include income
property data, market analysis, sales comparison approach, cost
approach, gross and net income analysis, capitalization rate
development, model specification and calibration, and value review
and maintenance. (Prerequisite: IAAO Course 300 or equivalent)
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IAAO COURSE 320 – MULTIPLE REGRESSION ANALYSIS
Course 320 is an introductory offering designed to provide you with
intensive training in the application of Multiple Regression
Analysis (MRA). The course is built in a Windows environment and
uses the Statistical software SPSS for demonstrations. Course 320
starts by introducing you to the basic functions necessary to
analyze a database. Learn how to develop frequency distributions,
cross-tabulations, averages, etc. You will learn how to use various
graphs to display the results of your analysis. You will also learn
how to develop an additive multiple regression model using stepwise
regression. Along with developing the model, you will learn what
regression statistics mean and how to interpret them. Later you
will test the results of the model once it has been developed. You
will also be taught how to use the MRA to calibrate a cost model
market. Recommended: MARP.
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IAAO COURSE 400 – ASSESSMENT ADMINISTRATION
Course 400 covers administrative concepts and procedures that can
produce greater efficiency in the modern assessment office.
Students explore the key subsystems of an organization and how to
operate them more effectively. Also included is the manager’s role
within an assessment organization, the processes of planning,
directing, coordinating, organizing, budgeting and evaluation toward
the better utilization of human and physical resources. Topics
include information systems, reappraisal, setting goals and
objectives, maintenance, appeals, data processing, public relations,
personnel, budgeting, report review, ratio studies, evaluations and
standards of practice. Recommended: Course A or Course 101, and
IAAO Workshop 151 – Standards of Practice and Professional Ethics.
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INCOME CAPITALIZATION (G1)
An introductory course in the appraisal of income producing
property, emphasizing economic principles, cash flow analysis, and
capitalization. This course has been approved by the department of
State as equivalent to G-1 for appraiser licensing education.
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INCOME PROPERTY APPRAISAL II (G-2)
This is an intermediate course designed to take the knowledge
acquired in Income Property Appraisal 1 (G-1), and apply it to the
principles required to appraise income-producing properties. This
course has been approved by the department of
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INCOME PROPERTY VALUATION – APPLIED (G3)
This course is designed to expand the participants ability to
understand and interpret appraisal concepts, principles and
analytical procedures as they relate to the valuation of income
property. Topics covered include a review of the principles of
income property appraising and processes, neighborhood analysis,
site and property descriptions, analysis, and valuation including
the three approaches to value. A case study will be used to link
the concepts to practical application. This course has been
approved by the department of State as equivalent to G-3 for
appraiser licensing education. (Prerequisites: G-1 and G-2 or
equivalents).
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INSTRUCTOR TRAINING
A
course on “how to teach”. This course is designed for those
students who might be interested in teaching assessment courses.
Students will have teaching assignments as part of the course. Those
who successfully complete the course will fulfill their educational
requirements to serve as “approved instructors” by the New York
State Assessors” Association and the Office of Real Property
Services.
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LEVEL OF ASSESSMENT
This is a multi-unit mixture of traditional classroom and hands-on
computer based lessons designed to give the participants experience
with techniques and various tools that are available to be used in
the determination of their Level of Assessment. Units 1 & 2 both
traditional classroom sessions where the topics include: Systematic
analysis as it relates to Level of Assessment determination;
Statistics and standards; Techniques for obtaining the data
necessary to perform analysis; and an overview of software packages
which can be used in the process including Microsoft Excel, RPS V4,
SPSS. In the computer lab units 3, “Grouping and Analyzing the Data
and Market Information using Excel” and 4, “Grouping and Analyzing
the Data and Market Information using RPS V4” will be covered. Also
in the computer lab 5, “CAMA Model Ratio Analysis using RPS V4” and
a course summary will be covered.
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PUBLIC SPEAKING FOR ASSESSMENT OFFICIALS
This course is designed to improve the public speaking ability of
assessment officials by introducing them to the skills and
techniques necessary for effective communication. In addition,
students are made to consciously consider their audience, analyze
their reception and adjust the presentation in order to assure that
they understand your message. Students will be assigned speaking
roles, which will be videotaped, played back on a television
monitor, and constructively critiqued. The overall learning and
awareness of each student will be greatly enhanced. Class size is
limited.
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RPS V-4
This is a five day hands-on microcomputer lab course designed to
give the participants a better understanding of RPS Version 4, its
features and how it integrates into the assessors’ workplace.
During the first two and half days, the emphasis will be on day to
day use of the system and include many hands-on exercises. Topics
will include system administration functions, parcel searches and
data access, parcel data maintenance, parcel creation, property
transfers, parcel splits and merges, the use of the Geographic
Information System, Comparative Property Analysis Module, storing of
documents and images, production of standard reports, custom reports
and form letters. During the latter two and a half days, the
emphasis will be focused on the valuation tools available within the
system. The Single Parcel Valuation System and Comparable
Assessments will be detailed. Mass valuation of components
including Land, Cost, Manual Modeling, comparable Sales, and the
Project Table will be introduced through many hands-on exercises.
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STANDARDS & ETHICS
This course will review the requirements and provisions of the
Standards of Practice as it relates to appraising real property.
Ethics, competency, departure and jurisdictional provisions will be
discussed. Standards 1-10 will be examined in depth. Students can
expect to review potential conflict of interest situations and
ethical considerations that must be considered in the performance of
generating an appraisal. This course has been approved by the
Department of State as equivalent to Ethics & Standards for
appraiser licensing education.
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UTILITY MASS APPRAISAL
This course, two years in preparation, will discuss valuation of
mass utility properties. Current procedures on inventory,
valuation, indexes and depreciation will be discussed. Your
understanding of the step by step valuation method used by ORPS will
assist you in establishing assessments of Utility Mass Property for
your local rolls. Be part of the discussion of alternate valuation
methodologies, receive an overview of UCARS, take home reference
materials you can use throughout the year and much more.
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V4 VALUATION
EQUITY IN A NON-REASSESSING TOWN
This course is
deigned to provide the participants with in-depth, hands-on
technical knowledge of analysis and valuation techniques and tools
within their V4 system.
|
- Using
municipal data, we will analyze to determine Level of
Assessment, and assessment uniformity. |
|
- We
will use V4 tools to maintain current assessment standards on
new construction. |
|
- We
will analyze the data in preparation for reassessment. |
|
- We
will use V4 valuation tools to produce current market value
estimates and value field review documents. |
|
- We
will incorporate our new valuation standards as system defaults,
making them available to the single parcel valuation tools. |
APARTMENT & CONDOMINIUM VALUATION
This course is
designed to specifically look at the procedures and problems associated with the
valuation of multi-family residential housing. Specifically, apartments,
condominiums, and cooperatives are the subject matters being considered.
Students can expect to apply the three approaches to value, with emphasis on the
income approach as it relates to these types of properties.
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APPLICATION OF THE THREE APPROACHES TO VALUE
This is an intermediate course of instruction that will build on
assessors’ knowledge of basic appraisal procedures and the use of
the three approaches to value. At the conclusion of this course the
student understand and be able to apply the three approaches to
value and reconcile the three approaches to value into a final value
opinion. (This course is a requirement for assessors seeking basic
certification from ORPS.)
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APPRAISAL
PRINCIPLES AND PROCEDURES
This is an introduction course of instruction in the appraisal of
real property, emphasizing legal considerations, economic
principals, real estate markets and analysis. At the conclusion of
this course the student will understand the basic terms, concepts
and principles applicable to valuation; the appraisal process and
its steps; apply the valuation process and its steps to course
exercises and to “real world” situations. (This course is a
requirement for assessors seeking basic certification from ORPS).
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APPRAISAL REVIEW FOR ASSESSMENT PURPOSES
This course will review the required information that
is supposed to be in every appraisal report and will provide
information on the different types of appraisal reports that can be
prepared. We will also review the information and quality of
analysis that should be considered in each valuation method: sales
comparison, cost, and income capitalization. The second part of the
class will consist of reviewing actual appraisals that have been
submitted by class attendees, (a
prerequisite for enrolling in this course).
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ASSESSMENT MATH & STATISTICS
This course will include a very brief review of fractions and
decimals; plane and solid geometry using shapes encountered by
assessors; fundamental statistics including measures of central
tendency and dispersion, the COD, COV, and PRD.
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ASSISTED LIVING FACILITIES
An
overview of various forms of Assisted Living Facilities with social
and economic impact and the valuation dilemma it poses. This
seminar will give the student some guidance utilizing real world
projects.
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CAMPGROUND APPRAISAL
This course is designed to provide students with a
complete analysis and understanding of campground appraisal. The
materials will cover the data collection of these types of
properties, the theory and techniques in valuing campgrounds by the
three approaches to value. Particular emphasis will be placed on
the income approach to value. Site selection, national campground
affiliations and land values will also be discussed. Included in
the course will be a case study, including a field trip to an
operating campground. This course has been
submitted to the Department of State for approval of 15 hours of
Continuing Education Credit for Appraisers.
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COMMERCIAL DATA COLLECTION
The
initial phase of any mass appraisal program is the data collection
of real property inventory data. The data needs to be collected as
accurately and consistently as possible since it will serve as the
basis for all further appraisal activities. This course will
accomplish the following:
1.
Describe the commercial property
record card and the income and expense formdesigned for use with RPS.
|
2.
Describe the data collection
techniques, which should be used in completing theseforms.
|
3.
Define the specific characteristics of
real property, which must be collected for commercial parcels.
|
This course will include fieldwork, so please come prepared to data
collect a commercial building. You should bring the proper supplies
and clothes for date collection.
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DAIRY
FARM APPRAISAL
An
in-depth course on the valuation of a dairy farm. Specific
valuation issues relating to dairy farms will be discussed. A field
trip to a local dairy farm is anticipated
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DRUG
STORE APPRAISAL
This course is designed to provide students with a complete analysis
and understanding of free standing drug stores. The materials will
cover the data collection of these buildings, the theory and
techniques in valuing drug stores by the three approaches to value.
Particular emphasis will be placed on the income approach to value.
Site selection and land values will also be discussed. Included in
the course will be a case study, including a field trip to a
recently constructed Eckerd’s Drug Store.
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ETHICS & STANDARDS OF PROFESSIONAL PRACTICE
This course will review the requirements and provisions of the
Standards of Practice as it relates to appraising real property.
Ethics, competency, departure and jurisdictional provisions will be
discussed. Standards 1-10 will be examined in depth. Students can
expect to review potential conflict of interest situations and
ethical considerations that must be considered in the performance of
generating an appraisal. This course has been approved by the
Department of State as equivalent to Ethics & Standards for
appraiser licensing education.
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FAIR
HOUSING, LENDING & ENVIRONMENTAL ISSUES (AQ1)
This 15 hour course covers the following topics:
Fair Housing/Lending in Real Estate; Housing/Fair Lending
Requirements; appraiser’s responsibilities in report writing;
environmental issues, environmental laws and regulations;
comprehensive environmental response; compensation & liability act;
responsibility of appraisers concerning substance contamination and
liability of lenders. Eligible for
Continuing Education Credits for Appraisers from the Department of
State if not taken for basic requirements.
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FOREST LAND VALUATION
This course will increase the participant’s knowledge of the ORPS
forestland appraisal system. Information will be presented
regarding:
| -
The importance
of forest products in New York State |
| |
| -
The
contributory value components of forest land appraisal |
| |
| -
Forestry
reassessment support |
| |
| -
The ORPS
forestry value verification program |
| |
| -
The ORPS
forestry trending process |
| |
| -
Forest
exemptions |
One
half day will be devoted to a field trip. Topics such as forest
type, timber cruising, timber quality, tree identification, forest
measurements and forest management will be discussed. The
instructor encourages an interactive seminar.
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GOLF
COURSE VALUATION
This course will guide you through all three approaches to valuing a
golf course, with real life data for you to use.
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HISTORIC HOMES
The seminar is a treat for anyone interested in older
home design and history. It is also a valuable primer for anyone
appraising the special interest and attributes of historic
properties. During the seminar we will review a classification
system designed to identify the various styles to historic homes,
learn what makes a historic home “Historic” and clear up what
rights, if any, are given up in a historic home (preservation
easements), plus a review of how that affects value. This seminar
will be topped off with a field trip to a historic home (bring a
note from your Mother) and a discussion with a preservation group.
We will also discuss a case study on a residential and a commercial
property. This course has been submitted
to the Department of State for approval of 15 hours of Continuing
Education credit for Appraisers.
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HP
12C FINANCIAL CALCULATOR
This entry-level course is designed to familiarize the student with
the fundamental aspects of the Hewlet Packard 12-C financial
calculator. Basic calculator functions, math calculations, mortgage
and compound interest calculations, and discount cash flow analysis
will be thoroughly discussed. Students are required to bring an
HP-12C calculator to class.
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HOTELS/STRIP MALLS/CONVENIENCE STORES
Designed to assist the assessor with
valuation issues related to hotels, convenience stores, and strip malls. Uses
case studies to explain the three approaches to value.
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INTERNET USE & ASSESSING
The internet
has become a useful tool in all aspects of life. In this course the various web
sites that would be useful for an assessor will be visited. Downloading and
transfer of files will also be discussed
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IAAO
WORKSHOP – BILLBOARD VALUATION
This forum will look at the valuation of advertisement billboards
and the impact of various alternative media on the value of this
institution. It is often common to see gross differences in the
estimate of value. As determined by the cost approach vs. the
income approach. The reconciliation of the three approaches to
value into final value estimate that is reasonable and accurate will
be the main focus of this forum. Billboards may be a tax revenue
source that has been under-recognized.
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IAAO
WORKSHOP – INTRO TO MINES AND QUARRY VALUATION
In
this workshop, participants will learn to apply the three approaches
to value to mineral properties. The differences between mining
properties and other properties are analyzed. Sources of
information for discount rates used in the income approach, and
economics and functional obsolescence used in the cost approach are
examined. Various mining techniques will be explained and related
to actual appraisal problems. IAAO Recertification credit: 15
hours – 2 days.
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INTRODUCTION OF ONE-FOUR FAMILY INCOME CAPITALIZATION (R-4)
This course will analyze in further detail the income capitalization
approach for small investment properties. Topics include highest
and best use analysis, reconstruction of income/expense statements,
determining future income streams, as well as the following methods
of capitalization of income: band of investment, modified band of
investment, built-up, mortgage equity, internal rates of return and
yield analysis. Other related topics are also covered. This course
has been approved by the Department of State as equivalent to R-4
for appraiser licensing education. (Prerequisites: R-1, R-2, R-3,
or equivalents)
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LAND
APPRAISAL
This is a revised course designed to provide a basic understanding
of the generally accepted principles of real estate appraisal as
they relate to land valuation. The course will assist the assessor
in their ability to develop market value estimates for various types
of land, (residential, commercial, industrial, etc.). This course
has been approved by ORPS to be the equivalent of the ORPS land
valuation course.
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LAND
VALUATION & NEIGHBORHOOD DELINEATION
This is a course designed to provide a basic understanding of the
generally accepted principles of Land Valuation and its
interrelationship to location. An exploration into the creation of
neighborhood delineation tables will be discussed. The basic and
varying methods of land valuation, land types and ultimately land
tables, which are a primary and fundamental aspect within the
revaluation process, will also be presented.
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LEVEL OF ASSESSMENT
This is a multi-unit mixture of traditional classroom and hands-on
computer based lessons designed to give the participants experience
with techniques and various tools that are available to be used in
the determination of their Level of Assessment. Units 1 & 2, both
traditional classroom sessions where the topics include: Systematic
analysis as it relates to Level of Assessment determination;
Statistics and standards; Techniques for obtaining the data
necessary to perform the analysis; and an overview of software
packages which can be used in the process including Microsoft Excel RPS V4 and SPSS. In the computer lab units 3, “Grouping and
Analyzing the Data and Market Information using Excel” and 4,
“Grouping and Analyzing the Data and Market Information using RPS
V4” will be covered. Also in the computer lab unit 4, “CAMA Model
Ratio Analysis using RPS V4” and a course summary will be covered.
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MASS
APPRAISAL FUNDAMENTALS
This course provides an introduction to mass appraisal and is a
prerequisite for the 300 series of courses offered by the IAAO.
Topics covered include single property appraisal versus mass
appraisal, components of a mass appraisal system, date requirements
and analysis, introduction to statistics, use of assessment ratio
studies in mass appraisal modeling of the three approaches to value
and selection of a mass appraisal system. This course meets the
State’s requirement for basic certification. Recommended: Course
101 and Course 102.
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PUBLIC SPEAKING FOR ASSESSMENT OFFICIALS
This course is designed to improve the public speaking ability of
assessment officials by introducing them to the skills and
techniques necessary for effective communication. In addition
students are made to consciously consider their audience, analyze
their reception and adjust your presentation in order to assure that
they understand your message. Students will be assigned speaking
roles, which will be videotaped, played back on a television
monitor, and constructively critiqued. The overall learning and
awareness of each student will be greatly enhanced. Class size is
limited.
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REASSESSMENT OF A SMALL TOWN
This workshop prepares assessment officials to
undertake revaluation/reassessment in smaller communities. It
includes information and instruction necessary to analyze, organize
and publicize a project to ensure success. Topics include:
interaction with municipal boards and the public; dealing with
contractors; data collection and analysis; scheduling, staffing, and
resources; and, adherence to legal requirements and New York State
standards.
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RESIDENTIAL
DATA COLLECTION
The
most important phase of any mass appraisal program is the data
collection of real property inventory. This course will be a “hands
on” experience suitable for the experienced assessor or a novice.
Students should come prepared to do field work, (clip board, tape
measure, etc.).
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RESTAURANT APPRAISAL
This course is designed to assist the assessor with the valuation
procedures involved in appraising restaurants. This course will
examine value in use, market value, value as a going concern or
business, and possibly a leased fee value. A step by step outline
of typical restaurant appraisal as well as a case study example will
be included in the course.
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RPS
REPORT WRITING
Participants in this “hands-on” computer course will learn to create
user defined custom reports directly from RPS V-4 Report Writer.
Spreadsheet and database skills will be incorporated to enhance
analytical product. Students should have some experience with
spreadsheet and/or database software. Class size is limited.
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RPS
SPREADSHEET
This is an introductory/intermediate level course. Students will
learn how to use Microsoft Excel. Instruction will include the use
of the spreadsheet as a database, basic graph building, RPS data
importing techniques and tricks, macros and more.
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RPS
VERSION 4 BASIC
This is a two-day hands-on microcomputer lab course designed to give
the students a better understand of RVS-4, its features and how it
integrates into the workplace. Topics will include system
administration functions, parcel searches and data access, parcel
data maintenance, parcel creation, property transfers, splits, and
merges, the use of the GIS features, storing of documents and
images, valuation functions, standard reports, custom reports and
form letters. Students should have a working understanding of the
Windows operating system and be familiar with the use of the mouse.
Class size is limited.
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STATISTICAL ANALYSIS
This course is designed as a beginner level course in Statistical
Trending. Topics to be discussed include measures of central
tendency, single/two/multi variable analysis, sales ratio studies,
multiple regression and the debate of whether to reappraise or
trend. A case study will look at the work that Tompkins County
Division of Assessment is doing for their annual reassessment
program. A special presentation will look at how Tompkins County
(assisted by a cooperative research agreement with Cornell
University) is integrating their GIS and CAMA systems to quantify
the effect of ecological green space on property values.
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TRENDING
A
half week course on trending techniques used for mass appraisal.
Trending of specific types or styles of properties, classes and
aggregate level trending will be discussed.
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TSL
SOFTWARE VALUATION
This 2-1/2 day course will cover valuation using TSL software. A
sample town will be used and the student will get first hand
knowledge of how to value using TSL software. No prior experience
in TSL is necessary.
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UTILITY MASS APPRAISAL
This course will discuss valuation of
mass utility
properties. Current procedures on inventory, valuation, indexes and
depreciation will be discussed. Your understanding of the step by
step valuation method used by ORPS will assist you in establishing
assessments of Utility Mass Property for your local rolls. Be part
of the discussion of alternate valuation methodologies, receive an
overview of UCARS, take home reference materials you can use
throughout the year and munch more.
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WATERFRONT VALUATION
This course is designed to provide a working approach to developing
waterfront valuation for a mass appraisal system. The program will
quickly move from a brief review of the basic principles of land
valuation through he use of modern valuation tools including
databases, PC based valuation tools and GIS approaches. A major
portion of the program will be an interactive practical exercise
that will require the participants to work in groups to develop and
present a waterfront valuation approach based on provided data. A
portion of this class will include outside field trips.
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WINERY APPRAISAL
This seminar will focus on the valuation of small wineries which are
part of a fruit farm operation. The three approaches to value and
the business value will be explored. A tour of a winery will be
included. An exam will be given. A working knowledge of the three
approaches to value is the minimum requirement.
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