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17 CAR § 200-205. General education approval and requirements
17 CAR § 200-205. General education approval and requirements.
(a) General requirements for education offerings.
(1)(A) The State Board of Appraisers, Abstracters, and Home Inspectors may approve or disapprove all course offerings for qualifying education and continuing education.
(B) The approval process shall apply to:
(i) Course content;
(ii) Facilities;
(iii) Text;
(iv) Course delivery mechanism;
(v) Other materials utilized in the offering; and
(vi) Instructors.
(C) The State Board of Appraisers, Abstracters, and Home Inspectors may, at its sole discretion, employ the services of an advisory education panel for the purpose of reviewing educational offerings for:
(i) Quality;
(ii) Content; and
(iii) Qualifications of instructors.
(D) The State Board of Appraisers, Abstracters, and Home Inspectors may recognize any educational offering recommended or approved by the Appraiser Qualifications Board of the Appraisal Foundation.
(E) The State Board of Appraisers, Abstracters, and Home Inspectors shall accept all courses approved through the Appraiser Qualifications Board’s Course Approval Program without additional approval by the State Board of Appraisers, Abstracters, and Home Inspectors.
(2) Time requirements for the purpose of all educational offerings include:
(A) A class hour is defined as sixty (60) minutes, of which at least fifty (50) minutes are instruction attended by the student; and
(B) The prescribed number of class hours includes time for examinations.
(3) Credit for the class hour requirements may be obtained only from the following providers:
(A) Colleges or universities;
(B) Community or junior colleges;
(C) Real estate appraisal or real estate-related organizations;
(D) State or federal agencies or commissions;
(E) Proprietary schools;
(F) Providers approved by the State Board of Appraisers, Abstracters, and Home Inspectors; or
(G) The Appraisal Foundation or its boards.
(4) Experience may not be substituted for education, except for those individuals under 17 CAR § 200-103(e).
(5)(A) Distance education is defined as any education process based on the geographical separation of student and instructor.
(B) Components of distance education include synchronous, asynchronous, and hybrid.
(C)(i) In synchronous educational offerings, the instructor and students interact simultaneously online, video chat or live webinar, or web-based meeting.
(ii) Synchronous courses provide for instruction and interaction substantially the same as onsite classroom courses.
(iii) Synchronous courses meet class hour requirements if they comply with subdivisions (a)(2) and (3) of this section.
(D)(i) In asynchronous educational offerings, the instructor and student interaction are nonsimultaneous; the students progress at their own pace and follow a structured course content and quiz/exam schedule.
(ii) An asynchronous distance education course is acceptable to meet class hour requirements if:
(a)(1) The course provides interaction.
(2) Interaction is a reciprocal environment where the student has verbal or written communication with the instructor;
(b)(1) Content approval is obtained from the Appraiser Qualifications Board, the State Board of Appraisers, Abstracters, and Home Inspectors, or an accredited college, community college, or university that offers distance education programs and is approved or accredited by the Higher Learning Commission, a regional or national accreditation association, or by an accrediting agency that is recognized by the United States Secretary of Education.
(2) Nonacademic credit college courses provided by a college shall be approved by the Appraiser Qualifications Board or the State Board of Appraisers, Abstracters, and Home Inspectors; and
(c) Course delivery mechanism approval is obtained from one (1) of the following sources:
(1) The Appraiser Qualifications Board;
(2) Appraiser Qualifications Board-approved organizations providing approval of course design and delivery, such as the Appraisal Foundation or other independent approved entity;
(3) A college or university that qualifies for content approval in subdivision (a)(5)(D)(ii)(b) of this section that awards academic credit for the distance education course; or
(4) A qualifying college or university for content approval with a distance education delivery program that approves the course design and delivery that incorporate interactivity.
(E) If the certification of the course delivery mechanism expires prior to the State Board of Appraisers, Abstracters, and Home Inspectors’ expiration date of the course, the course will not be accepted for credit until the provider can provide an updated certification.
(F)(i) Hybrid courses, also known as blended courses, are learning environments that allow both in-person and online (synchronous or asynchronous) interaction.
(ii) Hybrid courses meet class hour requirements if each of its sessions meet the requirement for the delivery method employed:
(a) In-person sessions meet subdivisions (a)(2) and (3) of this section;
(b) Synchronous course sessions meet subdivisions (a)(2) and (3) of this section; and
(c) Asynchronous course sessions must meet subdivisions (a)(2), (a)(3), and (a)(5)(D) of this section.
(6)(A) A list of approved education providers and courses is available on the State Board of Appraisers, Abstracters, and Home Inspectors’ website.
(B) If a course is taken that is not on that list, it may be submitted to the State Board of Appraisers, Abstracters, and Home Inspectors for individual consideration by submitting the following:
(i) A course completion certificate;
(ii) A timed outline provided by the education provider; and
(iii) A course description from the education provider.
(7)(A) Education course approval by the State Board of Appraisers, Abstracters, and Home Inspectors is initially granted for a period of two (2) years provided no substantive changes in course content is made.
(B) Approval may be extended by an additional two (2) years on the written request by the provider.
(C) Failure to timely request an extension will result in automatic termination of the education offerings’ approval status.
(8) A provider shall apply for course approval no later than forty-five (45) days prior to the date of expiration of the original course approval.
(9)(A) All persons or providers requesting approval from the State Board of Appraisers, Abstracters, and Home Inspectors for an education course shall submit to the State Board of Appraisers, Abstracters, and Home Inspectors a completed Education Course Approval Application that is found on the State Board of Appraisers, Abstracters, and Home Inspectors’ electronic licensing platform.
(B) The application must be accompanied by the following:
(i) A timed outline allocating each heading and subtopic;
(ii) A copy of the course materials;
(iii) Instructor resume or resumes;
(iv) All Appraiser Qualifications Board course delivery mechanism approval certificates, if applicable; and
(v) Applicable fees.
(10)(A) Upon approval, the State Board of Appraisers, Abstracters, and Home Inspectors may assign the course a number.
(B) The course provider may use the course number in the:
(i) Course syllabus;
(ii) All course materials; and
(iii) All written advertising materials for the course.
(11) The State Board of Appraisers, Abstracters, and Home Inspectors may at its discretion adopt and implement various procedures for the auditing of any offerings that have been accepted for qualifying and continuing education approval by the State Board of Appraisers, Abstracters, and Home Inspectors.
(12) Substantial changes, such as a change in the agenda, published course description, or instructor made in any course shall require new approval of that course.
(13) Examination proctor qualifications.
(A) The proctor shall not be related to the student by blood or marriage and may not be engaged in any association (personal or business) with the student.
(B) The proctor may be selected from the following professions:
(i) A university, college, or community college professor or instructor;
(ii) A public and private school professional (superintendent, principal, guidance counselor, librarian, etc.); or
(iii) An Appraiser Qualifications Board-certified instructor or an approved professional association's instructor.
(C) The proctor or proctors shall be approved in advance by the State Board of Appraisers, Abstracters, and Home Inspectors.
(14) Examination proctor duties.
(A)(i) The proctor shall be satisfied that the person taking the examination is the person registered for the course.
(ii) This should be verified with a picture ID and another identification document (driver's license, student ID card, etc.).
(B)(i) The proctor shall be in the room while the student is taking the exam.
(ii) The proctor shall ensure that the student does all the work himself or herself without aids of any kind including books, notes, conversation with others, or any other external resource.
(iii) If the exam calls for mathematical calculations, a nonprogrammable handheld calculator may be used.
(C)(i) The proctor shall see that the student adheres to the time limit requirement specified for the examination.
(ii) The examination must be completed in one (1) sitting.
(iii) If the examination is interrupted for any reason, the examination can be restarted only by notifying the State Board of Appraisers, Abstracters, and Home Inspectors that the examination was interrupted and the reason for the interruption, and the State Board of Appraisers, Abstracters, and Home Inspectors or its designee must approve the request to resume.
(D) Upon completion of the examination, the proctor shall submit a certificate indicating the verification of the identity of the student, that the examination was completed on the date assigned during the time permitted, and that the student has done all the work himself or herself without aids of any kind including books, notes, conversation with others, or any other external resource while taking the examination, including access to internet search engines or web pages other than that displaying the examination.
(b) Criteria specific to qualifying education.
(1)(A) Class hours will be credited only for educational offerings with content that follows the Appraiser Qualifications Board-required core curriculum for each respective credential classification.
(B) Course content requirements may be general or specific to property types.
(C) The Appraiser Qualifications Board-required core curriculum is to be followed by major headings with the classroom hours for each.
(2)(A) Credit toward qualifying education requirements may also be obtained via the completion of a degree in real estate from an accredited degree-granting college or university approved by the Association to Advance Collegiate Schools of Business, or a regional or national accreditation agency recognized by the United States Secretary of Education, provided that the college or university has had its curriculum reviewed and approved by the Appraiser Qualifications Board.
(B) The Appraiser Qualifications Board may maintain a list of approved college or university degree programs, including the required core curriculum and appraisal subject matter elective hours satisfied by the award of the degree.
(C) Candidates for a registered apprentice appraiser, state-registered, state-licensed, certified residential, or certified general credential who are awarded degrees from approved institutions are required to complete all additional education required for the credential in which the approved degree is judged to be deficient by the Appraiser Qualifications Board.
(3) Class hours may be obtained only where:
(A) The minimum length of the educational offering is at least fifteen (15) hours, except for the eight (8) hour course on valuation bias and fair housing laws and regulations; and
(B) The individual successfully completes a proctored, closed-book final examination pertinent to that educational offering.
(4) Where the qualifying education course includes multiple modules as listed in the required core curriculum, there must be appropriate testing of each module included in the course.
(5)(A) Courses taken to satisfy the qualifying education requirements must not be repetitive.
(B) Courses shall foster problem-solving skills in the education process by utilizing case studies as a major teaching method when applicable.
(6) 15-Hour National USPAP Course requirements.
(A) Applicants must:
(i) Take the 15-Hour National USPAP Course or its Appraiser Qualifications Board-approved equivalent; and
(ii) Pass the associated 15-Hour National USPAP Course examination.
(B) At least one (1) of the course instructors must be an Appraiser Qualifications Board-certified USPAP instructor who is also a state-certified appraiser in good standing.
(C) Course equivalency shall be determined through the Appraiser Qualifications Board Course Approval Program or by an alternative method established by the Appraiser Qualifications Board.
(D) USPAP education presented in a distance education format must be designed to foster appropriate student-to-student, student-to-instructor, and student-to-material interaction.
(E) There is no alternative to successful completion of the 15-Hour National USPAP Course and examination.
(7)(A) In addition to the generic requirements described in subsection (a) of this section, distance education courses intended for use as qualifying education must include a written, closed-book final examination proctored by a State Board of Appraisers, Abstracters, and Home Inspectors-approved proctor.
(B) Biometric proctoring is acceptable.
(C) The term “written” as used in this subdivision (b)(7) means an exam that might be:
(i) Written on paper; or
(ii) Administered electronically on a computer workstation or other device.
(D) Oral exams are not acceptable.
(E) The testing must be in compliance with the examination requirements of this section.
(c) Criteria specific to continuing education.
(1) The purpose of continuing education is to ensure that appraisers participate in a program that maintains and increases their skill, knowledge, and competency in real property appraising.
(2) Aside from complying with the requirements to complete the 7-Hour National USPAP Update Course, or its equivalent, appraisers may not receive credit for completion of the same continuing education course offering within the same continuing education cycle.
(3) Credit towards the continuing education hour requirements for each appraiser classification may be granted only where the length of the educational offering is at least two (2) hours.
(4) Credit may be granted for education offerings that:
(A) Are consistent with the purpose of continuing education; and
(B) Cover real property-related appraisal topics including, but not limited to:
(i) Ad valorem taxation;
(ii) Arbitration, dispute resolution;
(iii) Courses related to the practice of real estate appraisal or consulting;
(iv) Development cost estimating;
(v) Ethics and standards of professional practice, USPAP;
(vi) Valuation bias, fair housing, or equal opportunity;
(vii) Land use planning, zoning;
(viii) Management, leasing, timesharing;
(ix) Property development, partial interest;
(x) Real estate law, easements, and legal interest;
(xi) Real estate litigation, damages, condemnation;
(xii) Real estate financing and investment;
(xiii) Real estate appraisal-related computer applications;
(xiv) Real estate securities and syndication;
(xv) Developing opinions of real property value in appraisals that also include personal property and/or business value;
(xvi) Seller concessions and impact on value; and/or
(xvii) Energy-efficient items and “green building” appraisals.
(5)(A) Up to one-half (1/2) of an individual’s continuing education requirement may also be granted for participation, other than as a student, in appraisal educational processes and programs.
(B) Examples of activities for which credit may be granted are:
(i) Teaching;
(ii) Program development;
(iii) Authorship of textbooks; or
(iv) Similar activities that are determined to be equivalent to obtaining continuing education.
(C) Credit for instructing any given course or seminar can only be awarded once during a continuing education cycle.
(6) Educational offerings taken by an individual in order to fulfill the class hour requirement for a different classification than his or her current classification may be simultaneously counted towards the continuing education requirement of his or her current classification.
(7) In addition to the general requirements described in subsection (a) of this section, asynchronous distance education courses intended for use as continuing education must include at least one (1) of the following:
(A)(i) A written examination proctored by an official approved by the college or university or by the sponsoring organization.
(ii) Remote proctoring, including biometric procedures as noted in subsection (b) of this section is acceptable.
(iii) The term “written” as used in this subdivision (c)(7) means an exam that might be:
(a) Written on paper; or
(b) Administered electronically on a computer workstation or other device.
(iv) Oral exams are not acceptable; or
(B) Successful completion of prescribed course mechanisms required to demonstrate knowledge of the subject matter.
(8)(A) Real estate appraisal-related field trips may be acceptable for credit toward the continuing education requirements.
(B) However, transit time to or from the field trip may not be included when awarding credit unless instruction occurs during said transit time.
(9)(A) Appraisers must successfully complete the 7-Hour National USPAP Update Course, or its Appraiser Qualifications Board-approved equivalent, every two (2) calendar years.
(B) Equivalency shall be determined through the Appraiser Qualifications Board Course Approval Program or by an alternate method established by the Appraiser Qualifications Board.
(C) The 15-Hour National USPAP Course may not be substituted for the 7-Hour National USPAP Update Course.
(D) Individuals who are credentialed in more than one (1) jurisdiction shall not have to take more than one (1) 7-Hour National USPAP Update Course within a two-calendar-year period for the purposes of meeting Appraiser Qualifications Board criteria.
(E) USPAP continuing education credit shall only be awarded when the course is instructed by at least one (1) Appraiser Qualifications Board-certified USPAP instructor who is also a state-certified appraiser in good standing.
(F) Appraiser Qualifications Board-certified USPAP instructors successfully completing a seven-hour Instructor Recertification Course and exam, if required, within their current continuing education cycle have satisfied the 7-Hour National USPAP Update Course continuing education requirement.
(10)(A) Each state-licensed, certified residential, and certified general appraiser shall complete during the two-year period prior to renewal of his or her credential in an even-numbered year (that is 2018, 2020, etc.) a minimum of twenty-eight (28) hours of qualifying or continuing education.
(B) The class hour requirement may be fulfilled at any time during the cycle.
(11)(A) Each state-registered appraiser and registered apprentice appraiser shall complete fourteen (14) hours of qualifying or continuing education each calendar year prior to renewal of his or her credential.
(B) The class hour requirement can be fulfilled at any time during the cycle.
(12) Waivers may not be granted to credential holders who have failed to meet the continuing education requirements.
(13)(A) Deferrals may not be granted to credential holders, except in the case of individuals impacted by a state or federally declared disaster or those uniformed service members listed in 17 CAR § 200-103(e).
(B) The State Board of Appraisers, Abstracters, and Home Inspectors may allow credential holders impacted by a state or federally declared disaster that occurs within ninety (90) days prior to the end of the continuing education cycle to remain, or be placed in, active status for a period of up to ninety (90) days after the end of the credential holder’s continuing education cycle, pending completion of all continuing education requirements.
(14) Credentialed appraisers are required to complete continuing education for a partial year in a continuing education cycle as follows:
(A) For continuing education cycle periods of one hundred eighty-five (185) days or more, fourteen (14) hours of continuing education is required; and
(B) For continuing education cycle periods of less than one hundred eighty-five (185) days, no hours of continuing education are required.
(15) The State Board of Appraisers, Abstracters, and Home Inspectors may, per continuing education cycle, award continuing education credit to credentialed appraisers who attend a single State Board of Appraisers, Abstracters, and Home Inspectors meeting under the following conditions:
(A) The meeting must be open to the public and must be a minimum of two (2) hours in length;
(B) The total credit cannot exceed seven (7) hours; and
(C) The State Board of Appraisers, Abstracters, and Home Inspectors must ensure that the credentialed appraiser attends the meeting for the required period of time.
(16)(A) Appraisers must successfully complete a course which meets the content requirements of the Valuation Bias and Fair Housing Laws and Regulations Outline every two (2) calendar years.
(B)(i) The first time an appraiser completes the continuing education requirement for this course, the course length must be seven (7) hours.
(ii) If an appraiser successfully completed a seven (7) hour (plus one (1) hour exam) course as part of their qualifying education, they have met this requirement.
(C) Every two calendar years thereafter, the course length must be at least four (4) hours.