Michigan Assessors Association

Transcription

1 Michigan Assessors Association 2016 Fall Education Program Bellaire Sessions October 3-7, 2016 Shanty Creek 5780 Shanty Creek Road Bellaire, MI (800) Registration Deadline is September 2, 2016 Registration and payment must be RECEIVED (not postmarked) by September 2, 2016

2 MAA 2016 FALL EDUCATION PROGRAM BELLAIRE SESSIONS State Tax Commission Courses (Tested) Principles of Appraising Real Property - Instructors: Richard Steffens & Barbara McDermott This course is comprised of general assessment practices, value theory, trends and factor affecting value, land identification and valuation, the sales comparison approach, cost estimation and depreciation. The objectives of the course are to introduce students to the function of assessment administration in public policy; to gain a fundamental knowledge of property tax law in Michigan; and, to understand valuation concepts pertaining to real property and personal property appraisal and assessment. Recommended for MAAO Advanced Level Credit /Limit 35 Students Commercial/Industrial Valuation (Tested) - Instructors: Anthony Meyaard & Kristen Sieloff The Commercial/Industrial Valuation course includes: identifying commercial and industrial properties by their relevant characteristics (i.e., legal, locational, physical and economic); studying the proper market and its characteristics (i.e., market analysis); evaluating a property s highest and best use; the three approaches to value; and applying proper judgment and determination in reconciliation. This course will include exclusive calculations utilizing the HP12C. Recommended for MAAO Advanced Level Credit /Limit 35 Students Equalization & Data Collection Instructors: Edward Vandervries & Laurie Spencer Equalization is the process that ensures that all taxable property located in a jurisdiction is assessed at the same percentage of market value. By definition it is the process of making property taxation equal or uniform. This course will explain the process by which assessed valuations are equalized and the roll of equalized valuations play in the establishment of the ad valorem property tax base. This course will familiarize the students on how to complete forms and what each form s function is in the equalization process. This course will show students how data collected through sales studies and appraisal studies are used for each jurisdiction throughout a county. Recommended for MAAO Advanced Level Credit Approved for 16 hours of STC Assessing Continuing Education Credit/Limit 35 Students Michigan Certified Assessing Technician (MCAT) Instructors: Robert Brandmier & Jamie Houserman This course is intended to provide education in assessment administration for assessing personnel that are not required to certify an assessment roll. This course will provide an overview of Assessment Administration and will focus on matters such as Principal Residence Exemptions, Property Transfer Affidavits, the Board of Review process and requirements, as well as the clerical aspects of personal property. Other important topics will be a General Overview of Operations of an Assessing Office, Assessment Administration Terminology and a basic overview of Property Descriptions. This class is tested and provides limited certification. Students must pass a written examination with a minimum score of 75%. MCAT certificate holders may not certify an assessment roll. Recommended for: Individuals who work in assessing but are not required to be certified Approved for 16 hours of STC Assessor Continuing Educations Credit/Limit 35 Students Continuing Education Courses (Non-Tested) Threat Assessment - Instructors: Mike Wierenga & Terry Bykerk of 2 The Rescue This course is designed to improve customer relations while increasing employee safety by teaching threat assessment techniques and effective communication skills which are essential to one s success as an emergency responder, firefighter, police officer, public safety officer, private security officer, store detective, school security or any customer service oriented professional. Recommended for assessors Approved for 6 hours of STC Assessor Continuing Education Credit MTT Small Claims Appeals - Instructors: Judge Steven Lasher & Samantha Snow-Shaffer This course will assist assessors in understanding the Statutory Authority and Administration of the Michigan Tax Tribunal. It will lay out the responsibility of the assessor in preparing for and participating at the Tax Tribunal Small Claims Hearings. There will also be discussion regarding the different types of appeals and documentation required with petitions and respondent s reply. Approved for 8 STC Assessor Continuing Education Credit

3 Apex-Sketching-Integration and Beyond - Instructor(s): Brian Woolard This class will focus on Apex within BS&A Software. We will be sketching land, residential, agricultural and commercial/industrial buildings. During this class you will learn how to integrate Apex with BS&A.Net (pricing out residential, agricultural and commercial/industrial buildings to the sketch). We will show how to sketch in the field with an ipad and/or tablet, and you will also learn how to use the Photometrics application with Apex. If you have a laptop, please bring it (Not required but highly recommended). There will be at least one to practice on during breaks. Land Value Modeling in a Digital Environment Instructor(s): David Kirwin This course is intended to start from square one on how to create land tables; how to attach parcels to land tables; one at a time, in-mass using tabular methods and in-mass using GIS methods. The course will also show the enduser how to populate the essential fields to be able to analyze the market value of land via the following units of measurements; per acre, per actual front foot, per effective front foot, per square foot, buildable units and site value. Finally, the course will show you how to utilize land to building ratio and land residual techniques in valuing land utilizing tools in BS&A Software. Preparing for Assessor Certification Instructor: Deborah Ring & Roger McCarty You have finished the self-study MCAO Course. This course is designed to answer lingering questions as well as give practical exercises in the application of the material. The valuation principles, three approaches to value, assessment administration, mass appraisal, record keeping, equalization, and related topics will be covered. The objective of the course is to assist future MCAO-certified assessing officers to pass their exam and then use their new skills in performing assessing duties. A silent, portable calculator is required. Recommended for individuals completing the MCAO program New, Loss, Additions and Losses Instructors: Matthew Raftary & Paula Jastifer This class will involve a brief discussion of the history and definitions of equalization new, loss and adjustments as well as Headlee and capped value additions and losses. Students will learn to determine new, loss, adjustment, additions and losses and the difference between Headlee and capped value additions and losses as they apply to the capped value formula. The instructors will guide students through study problems involving splits and combinations, exemptions, new construction, Board of Review actions, etc., and calculate assessed, capped and taxable values based upon various scenarios. A silent, portable calculator is required. Capitalization Rates Instructor: David Rice This course will provide educational elective renewal credit for Michigan appraisers and assessors. A background in the income approach and familiarity with the operation of a financial calculator (HP12C or equivalent) is recommended. USPAP citations in Standards 1-4, 2-2 and 6-5 are reviewed. Michigan court cases where capitalization rates were an issue are identified. This course explores the development of capitalization rates via direct and indirect methods including the advantages and disadvantages of each method. Capitalization rates from contemporary transactions across property sectors are presented. A case study on capitalization rate development and several problems are included for group discussion. Approved for 7 hours of STC Assessing Continuing Education Credits IMPORTANT INFORMATION *Important Notes: MAAO prerequisite courses are intended for assessors who need MAAO prerequisite course credit. Due to limited availability, these courses are not envisioned to provide continuing education credit. To ensure availability in the prerequisite courses, individuals who need MAAO prerequisite course credit will be given preference during the registration process. It is highly recommended that students who need prerequisite course credit register early. MAAO courses are required to be taken in the order that was approved by the State Tax Commission on December 16, The MAAO Prerequisite Course List is available on the Commission s website ( statetaxcommission). If you have previously completed prerequisite courses that are not in the recently approved order, you do not have to repeat those courses. Individuals in this situation will continue by taking the remaining uncompleted prerequisite courses in the required order. For example, if you have successfully completed Basic Income and Valuation & Economic Concepts, and been issued credit by the STC, you will first complete Statistics in Assessing, then Principles of Appraising and finally Commercial/Industrial Valuation of Property. Please direct questions regarding the required order of MAAO prerequisite courses to the State Tax Commission at prior to registering for Fall School courses.

4 MAA 2016 FALL EDUCATION PROGRAM BELLAIRE SESSIONS October 3-7, 2016, Shanty Creek, Bellaire, 5780 Shanty Creek Rd. - Bellaire, MI Registration is available on-line at (All fields are required to be completed) Name: STC Cert. #: Title: Cert. Level: Unit/Company: Membership Status Address: (will be verified) Member Address: Non-Member City: State: Zip: Work Phone: ( ) Home Phone: ( ) Class sizes are limited and the registration deadline is SEPTEMBER 2 nd. LATE REGISTRATIONS OR REGISTRATIONS NOT ACCOMPANIED WITH FULL PAYMENT OR A P.O. NUMBER WILL NOT BE ACCEPTED. Check box to October 3-7 Monday Friday (5 day courses) apply STC Exam Fee Member/Non-Member Fee SCRPPOA-Principles of Appraising (MAAO/3) STC Exam Fee $300.00/$ SCCIND Commercial/Industrial Valuation (MAAO/3) STC Exam Fee $300.00/$ SCEQ Equalization and Data Collection (MAAO/3) STC Exam Fee $300.00/$ SCPFAC Preparing for Assessor Certification ~ not a tested class $300.00/$ October 3-5, Monday - Wednesday (3 day courses) SCNLAL-New, Loss, Additions & Losses ~ not a tested class $150.00/$ SCAPEX-Apex-Sketching-Integration and Beyond ~ not a tested class $150.00/$ October 5-7, Wednesday - Friday (3 day courses) SCMCAT-Michigan Cert. Assessing Technician (MCAT) STC Exam Fee $150.00/$ SCLVM-Land Valuation Modeling ~ not a tested class $150.00/$ October 4, Tuesday (1 day course) SCTHASMT-Threat Assessment ~ not a tested class $60.00/$ October 6, Thursday (1 day course) SCCR Capitalization Rates ~ not a tested class $60.00/$ October 7, Friday (1 day course) SCMTT-MTT Small Claims Appeal ~ not a tested class $60.00/$ Course Material/STC Exam Fee Add $50.00 exam fee per tested course checked above. Failure to submit exam fee(s) will result in no exam being available at the course location (no P.O. #). $50.00 $ Text Fee - I select to have MAA print and deliver my course material on the first day of class. (include a $25.00 fee for each registered course) $25.00 $ ~ Leave this box unchecked if you prefer to download/print the course material prior to class at no additional cost. Instructions for downloading your course text will be sent to the address listed above no later than two weeks prior to the start date of the course. REGISTRATION GRAND TOTAL ENCLOSED $ Make Check Payable to: Michigan Assessors Association Mail Course Registration and payment to: P.O. Box 638, Grand Ledge, Michigan (517) Questions? Call or Evelyn Markowski: (517) or markowski137@comcast.net Registration is available on-line at

5 Michigan Assessors Association Membership Application Please Print Clearly ** ALL Fields must be complete Register Online at: First Name: Last Name: Title: District #: Certification Level: (MCAT, MCAO, MAAO/3, MMAO/4, PPE, Not Certified) Certification #: Primary County: Unit/Company: Unit Type (City, County, Township, Private, Retired, Other,etc.) Street Address: Apt./Ste.: City: State: Zip: Please enter the address you wish to have Association correspondence and magazine mailed to. Office Phone: Home/Cell Phone: Address: (IMPORTANT! Your address is our main form of communicating with you. Please be sure it is correct and current) Fax Phone: Other Designations: Other Counties/Units: Other Professional Memberships: t Regular Membership is available to any employee of any department, commission, board, bureau or agency of the state, county, city, village or township who has duties that are directly concerned with assessment administration in the State of Michigan. t Subscribing Membership is available to those individuals not eligible for regular membership but interested in assessment administration and the objectives of the Association. t Lifetime Membership is available to a regular member who retired from active service in assessment administration. Within one (1) year after retirement, the member may petition the Board of Directors in writing for life membership status. Membership Status: q New Member q Renewing Member Sponsoring Member:* * Only valid for new memberships Requested Membership Type: q Regular q Subscribing q Lifetime Amount Enclosed q 2016 Membership Fee: (effective 01/01/ /31/2016) q 2016 Life Membership Fee: (effective 01/01/ /31/2016) NOTE: $45.00 of membership dues is for The Michigan Assessor magazine. (Regular & Subscribing) $75.00 (Lifetime) $45.00 Total Enclosed: q YES! I would like an emagazine subscription to The Michigan Assessor magazine. ( esubscriptions help save the Association printing and mailing cost. esubscriptions are sent monthly, via , in a PDF format and usually arrives two weeks earlier than contemporary mail). q YES! I would like to receive MAA ealert!. ( MAA ealert! Subscribers receive periodic alerts regarding MAA events, opportunities and legislative updates). q YES! I would like to receive MAA enotes. ( enotes is a periodic newsletter containing information regarding events such as educational opportunities, conferences, legislation, and other information of interest to assessors and appraisers). Membership Application and Dues may be paid on-line at: Mail application and membership fees, made payable to: Michigan Assessors Association, P.O. Box 638, Grand Ledge, MI 48837

6 MAA 2016 FALL CONTINUING EDUCATION BELLAIRE SESSIONS Course registration is now available on-line Participants may register and pay for their classes on-line with a credit card or check. Simply click on Bellaire Registration Button from the Education menu and you will be directed to the on-line registration form. The deadline to register for all Bellaire classes is September 2, Registration and payment must be RECEIVED (not postmarked) by September 2, LATE REGISTRATIONS OR REGISTRATIONS NOT ACCOMPANIED WITH FULL PAYMENT OR A P.O. NUMBER WILL NOT BE ACCEPTED. Register On-Line Now at Accommodations Shanty Creek Resorts, 5780 Shanty Creek Road - Bellaire, MI 49615, United States Reservation information can be obtained by calling Shanty Creek directly at: (800) ; Fax: (231) Ask for Block Name: Michigan Assessors Association. TAX EXEMPT STATUS REQUIREMENTS: In order to have room costs be tax exempt, the hotels MUST have a copy of the Certificate of Exemption for the unit of government AND the bill MUST be paid with either a unit of government check or unit of government credit card. (Otherwise 6% sales tax must be applied to the bill.) Michigan Assessors Association P.O. Box 638 GrandLedge, Michigan Dated Material - Registration Deadline is September 2, 2016 The Michigan Assessors Association is pleased to offer a new series of educational opportunities for Assessment Administrators and Appraisers. All courses will be held at the Shanty Creek Resorts, 5780 Shanty Creek Road - Bellaire, MI (800)