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ANDREA M. JOHNSON P.O. Box 1283 (941)-‐896-‐7215 Bradenton, FL 34206 [email protected] www.amjlawfirm.com LEGAL EXPERIENCE Law Office of Andrea M. Johnson, P.A., Bradenton, Florida Attorney, October 2013-‐present See Practice Areas below Harllee & Bald, P.A., Bradenton, Florida Attorney, August 2004-‐October 2013 Practice Areas: Probate and Trust Litigation, Commercial Business Disputes, Property Tax Disputes, and General Civil Litigation matters
• Handle various matters within Practice Areas including: Will Contests, Breach of Fiduciary Duty, Insurance Beneficiary Disputes, Elective Share and Homestead Issues, Real-‐estate and Contract Disputes, Receiverships, Injunctions, Specific Performance, Unjust Enrichment, Landlord-‐Tenant Matters, Community Development District Special Assessments, Public Records Requests, Judgment Collection
• Draft pleadings/discovery, legal research, conduct depositions, and handle other pretrial matters
• Attend hearings, including complex motions and contested evidentiary issues • Attend mediation, participate in and draft settlement documents • Prepare for and attend bench trials, arbitrations, and Value Adjustment Board
hearings including fact and expert witness preparation, trial strategy, and exhibit preparation EDUCATION Stetson University College of Law, J. D., Magna Cum Laude, 2004 Indiana University, B.A. Political Science, 2001 AWARDS AND RECOGNITIONS AV-‐rated, Martindale Hubbell 2014, Rising Star, Estate and Trust Litigation, Florida Super Lawyers 2013, Rising Star, Business Litigation, Florida Super Lawyers 2012, “Spirit of the League” Award, Junior League of Manatee County PROFESSIONAL ORGANIZATIONS The Florida Bar, Young Lawyers Division and Trial Lawyers Division (2004-‐present) Manatee County Bar Association, Board of Directors (2012-‐present) Manatee County FAWL, President (2011-‐2012), Board of Directors (2008-‐present) Manatee County Young Lawyers Division, Board of Directors (2009-‐2014) Junior League of Manatee County (2009-‐present), Executive Council (2012-‐present)
D A V I D C . L E M O N D E , S R A , R A A
233 S. McCall Rd Englewood, FL 34223
941-460-9502 Fax 941-460-9503
LICENSES 2005-State-Certified Residential Real Estate Appraiser, RD5190
2003-State-Registered Trainee Real Estate Appraiser, RI-9830
TRAINING/COURSES/SEMINARS
2012-Appraisal Institute-Trial Components: Recipe for Success or Failure
2011-Appraisal Institute-Loss Prevention for RE Appraisers
2011-Appraisal Institute- Environmental Contamination in Real Estate Course
2010-Ad Valorem Tax Consultation Course- Mckissock
2009-REO Appraisal- Appraisal of Residential Property for Foreclosure and Preforeclosure
2008-Appraisal Institute-An Introduction to Valuing Green Buildings
2008-Appraisal Institute-Quality Assurance in Residential Appraisals
2007-Condominiums, Co-Ops, and PUDs
2007-Appraisal Institute-Analyzing Distressed Real Estate
2007-Appraisal Institute Course-Advanced Residential Applications & Case Studies
2007-U.S. Department of HUD-Federal Housing Administration, Training Session
2007-Appraisal Institute Course: Residential Site Valuation & Cost Approach
2007-Appraisal Institute Course: Residential Market Analysis and Highest & Best Use
2007-Appraisal Institute Seminar: Appraising High-Value and Historic Homes
2006-Appraisal Institute Course: Real Estate Finance Statistics and Valuation Modeling
2006-Appraisal Institute Conference: New Technology for the Real Estate Appraiser: Cool Tools
2006-Appraisal Institute Conference: 2006 Scope of Work and New USPAP Requirements
2006-Appraisal Institute Conference: Leadership Development Advisory Council, Washington, D.C.
2006-Appraisal Institute Course: Basic Income Capitalization
2006-Appraisal Institute Seminar: What Clients Would Like Their Appraisers to Know:
How to Meet Their Expectations
2005-Venice Area Board of Realtors: Ethics is Good for Business
2005-Appraisal Institute Seminar: Market Analysis and Site to Do Business:
A Powerful Combination
2005-Appraisal Institute Seminar: Case Studies in Commercial Highest and Best Use
2005-Appraisal Institute Course: Business Practices and Ethics
2005-Appraisal Institute, FREAB Course: The Professional’s Guide to the URAR Form
2005-Appraisal Institute Seminar: Appraisal Problems Presented in a Mini Case Study Format
2004-Ed Kolphfer School of Real Estate, FREAB Course: Certified Residential Appraisal-ABII
2004-Ed Cooke School of Real Estate, Course: 15 Hour National USPAP Course
2004-Appraisal Institute, FREAB Course: Florida State Law Update for Real Estate Appraisers
2002-Ed Kolphfer School of Real Estate, FREAB Course: Registered Trainee Appraiser-ABI
EDUCATION
1999 University of South Florida Sarasota, FL B.S. Marketing
PROFESSIONAL EXPERIENCE
2005-Present Lemonde Valuation Services, Inc. Southwest, FL Owner/President/Appraiser Professional Appraisal Services 2005 The Dailey Appraisal Group Venice, FL Appraiser Provided real estate valuation services for residential and commercial
properties. 2003-2005 F.C.A. Appraisals, Inc. Englewood, FL Appraiser/Supervisor Provided real estate valuation services for a multitude of residential
properties including single and multiple family residences as well as vacant land.
Managed daily operations, supervised trainee appraisers
PROFESSIONAL MEMBERSHIPS & DESIGNATIONS SRA designation, Appraisal Institute, 2008
Residential Accredited Appraiser (RAA) #5136, N.A.R., 2007-present
Federal Housing Administration Certified, 2007
The Appraisal Institute, West Coast Florida Chapter, 2004-Present
Englewood-Cape Haze Area Chamber of Commerce, 2005-Present
Venice Area Board of Realtors, 2005
N.A.R., National Association of Realtors, 2005
Englewood Area Board of Realtors, 2005
OBJECTIVE To provide a full scale of appraisal services of the highest quality, with
prompt turn-around times and excellent customer service.
ACTIVITIES
President of the Florida Gulf Coast Chapter of the Appraisal Institute-2012
Review Appraiser-Iberia Bank, 2010-2011
Special Magistrate for Manatee County
Special Magistrate Lee County
Expert Witness, Department of Business and Professional Regulation, 2008
2007-08 Participant, Leadership Development & Advisory Council (LDAC), Washington, D.C., nominated and sponsored by the West Coast Florida Chapter of the Appraisal Institute.
Guest appearance on 1530 WENG AM, Open House, 2007
Region X Representative, Appraisal Institute, 2006-present
2006 Participant, Leadership Development & Advisory Council (LDAC), Washington, D.C, nominated and sponsored by the West Coast Florida Chapter of the Appraisal Institute.
Doretta and John Gillott Scholarship- Appraisal Institute, 2005
Big Brothers/Big Sisters of the Suncoast, 2007-present
Raymond H. Krasinski, MBA, RAA, GAA, IFA, ASA, MAI
State Certified General Real Estate Appraiser # RZ 2720
Florida General Appraiser Instructor # GA1000104
AQB Certified National USPAP Instructor #10913 E-mail: [email protected]
Designated Member
Accredited Senior Appraiser
NAR Designated NAR Designated
Residential General
Peachtree Appraisals
Residential and Commercial
Valuations 3238 Albin Ave.
North Port, FL. 34286
(941) 426-5066 Fax(941) 426-8857
Appraisal Institute Designated Member
May 16, 2015
R.B. Shore, Clerk
Value Adjustment Board
% Mrs. Vicki Tessmer, Deputy Clerk
Board Records
Manatee County (Sent Via E-mail)
Please accept this letter and documentation as my request to be considered for the position of
Value Adjustment Board Appraiser Special Magistrate for the 2015 tax season. As you are
aware, I have served for the prior six years. I have attached a resume and certify that with the
exception of the most current 2015 tax year training for magistrates as provided by the
Department of Revenue, I meet the requirements and qualifications for the position. I anticipate
completing the DOR training when it becomes available through the Department’s official
release.
Thank you in advance for your consideration of this application. If you have any questions or
concerns, please call.
Sincerely;
Raymond H. Krasinski, MBA, GAA, RAA, IFA, ASA;
State Certified General Real Estate Appraiser # RZ 2720 (Florida)
Professional Experience-Qualifications
Raymond H. Krasinski, MBA, RAA, GAA, IFA, ASA, MAI PROFESSIONAL LICENSES & AFFILIATIONS, DESIGNATIONS: State of Florida
State Certified General Real Estate Appraiser # RZ 2720 (Florida) General Appraisal Instructor # GA1000104 (Florida)
Appraisal Foundation – Washington, D.C.
Appraisal Qualifications Board (AQB) Certified National Uniform Standards of Professional Appraisal Practice Instructor #10913. The Appraisal Foundation 1155 15th Street NW. Suite 1111, Washington, D.C. 20005
National Assoc. of Realtors – Appraisal Section
Residential Accredited Appraiser with the National Association of Realtors 430 N. Michigan Ave. Chicago, Illinois, 60611 - Certificate # 4528
General Accredited Appraiser with the National Association of Realtors 430 N. Michigan Ave. Chicago, Illinois, 60611 - Certificate # 4632 National Association of Independent Fee Appraisers (NAIFA)
Designated Member – National Association of Independent Fee Appraisers 7501 Murdoch Ave., St. Louis, MO. 63119 - Certificate # 49082 American Society of Appraisers
Designated Member – Accredited Senior Appraiser – Urban / Commercial Property. American Society of Appraisers 555 Herndon Pkwy. Suite 125 Herndon, VA. 20170
Appraisal Institute
MAI – Designated Member of the Appraisal Institute. 200 W. Madison Street, Suite 1500, Chicago, ILL.
EXPERIENCE 17 years of appraisal experience involving valuation of many types of residential and commercial properties, including fractional and segmented interests. Interests in fee simple, leased fee and leasehold estates. Types of properties appraised include: single-family homes, multi-family residences, apartment complexes, industrial warehouses, industrial manufacturing facilities, retail shopping centers, condominium complex and subdivision developments, vacant land tracts, office buildings, mixed use properties, and airport facilities.
INSTRUCTOR Florida Certified Appraiser Courses taught include Land Valuation, Appraisal Board Course I (trainee licensure), Appraisal Board Course III
(General Appraiser Licensure), Florida Law AQB National Uniform Standards Courses taught include: 15 Hour National USPAP Standards Course 7-Hour National USPAP Update Course APPOINTMENTS
Special Magistrate for the Value Adjustment Board of Charlotte County (2011)
Special Magistrate for the Value Adjustment Board of Manatee County (2009) thru (2014) EDUCATION Academic
Master of Business Administration – Finance (2009), Colorado Technical University, 4435 North Chestnut St. Colorado Springs, CO. 80907 Master of Applied Statistics (Currently Enrolled – 2nd semester), Pennsylvania State University, World Campus, 301 Outreach Building, University Park, PA 16802
PROFESSIONAL EDUCATION (Select Courses) FREAB-I Appraisal of Real Estate, Ed Klopfer Schools, Sarasota, FL. NAIFA 2.9 Capitalization Rates & Ratios, Nat’l Assoc. of Independent Fee Appraisers, St. Louis, MO. FREAB-II Appraisal of Residential Real Estate, Real Estate Education Specialists, Orlando, FL. AI- 210 Residential Case Study. Appraisal Institute, Chicago, ILL. AI–420N Business Practices and Ethics. Appraisal Institute, Chicago, FREAB-III Appraisal of Real Estate, Commercial, Income properties. Real Estate Education Specialists,
Orlando, FL. AI-530 Advanced sales comparison and cost approach applications. Appraisal Institute, Chicago, ILL. Instructor USPAP, National Instructor Certification Course. Certification The Appraisal Foundation, Washington, D.C. AI–510 Advanced Income Capitalization. The Appraisal Institute, Chicago, ILL. AI-540 Report Writing and Valuation Analysis. The Appraisal Institute, Chicago, ILL. AI-550 Advanced Applications. Appraisal Institute, Chicago, ILL. AI-520 Highest & Best Use, and Market Analysis.
Rick Rape, MAIState-Certified General Real Estate Appraiser RZ572
Appraisers & ConsultantsCommercial & Residential
May 21, 2015
R.B. Shore, ClerkValue Adjustment BoardP.O. Box 25400Bradenton, FL 34206
Attn.: Vicki Tessmer
RE: 2015 Special Magistrate Application
Ladies and Gentlemen:
I understand you are seeking individuals to serve as special magistrate to theManatee County Value Adjustment Board. I am very interested in serving in thisimportant role and provide the following for your consideration.
I have been appraising real estate in Florida for over 25 years. I am president of areal estate appraisal company that has done appraisals throughout Florida, with afocus on Tampa Bay.
My qualifications are attached for your review. Some of the more pertinentqualifications include my extensive experience serving as a special magistrate (since1991). I have been honored to serve as special magistrate in several counties, toinclude Manatee County. I ask that you look to my past job performance as the mostimportant gauge of my qualifications. I have worked closely with the Clerk’s office,and counsel to the value adjustment board, in the various counties in which I haveserved (listed in my qualifications which follow). I welcome any comments yourclerk or counsel may provide you on my past job performance.
My experience includes the appraisal of tangible personal property (TPP), as well asreal property. Throughout my appraisal career I have been asked to separate thevalue of real property from tangible personal property and/or business value. Inshort, my TPP experience is a function of appraising complex properties that includecomponents of both TPP and real property. Examples would include concrete batchplants, hotels/ motels, time share resorts, restaurants, etc. To further my educationand qualifications in this area I successfully completed Machinery and EquipmentValuation (ME201), a course offered by the American Society of Appraisers (ASA).In short, I meet the requirements set forth in the law to hear both tangible personalproperty, and real property issues for the Value Adjustment Board. This may allowmore convenient scheduling, accommodating both real property and tangiblepersonal property hearings on the same day, before the same special magistrate.
Page 1 of 4
Motels and hotels in particular, may file on both the real property and tangiblepersonal property accounts.
The law governing the value adjustment board process has continued to evolve overthe years. Training for special magistrates is now required for special magistrates andis provided by the Florida Department of Revenue. I completed the training last yearand will take all additional training, as it becomes available. Additionally, I haveattended numerous training sessions by various experts, notably county attorneys andprivate attorneys specializing in ad valorem tax issues.
If hired, I will prepare well-supported recommendations to the proper legalstandards, based on the statutes, administrative code and pertinent case law. In short,I will do the best job possible and you will be very pleased you selected me for thisimportant position.
Thank you for taking the time to consider my application for special magistrate tothe Manatee County Value Adjustment Board. If you have any questions, pleasecontact me.
Sincerely,
Rick Rape, MAIState Certified General Real Estate Appraiser RZ572
Page 2 of 4
QUALIFICATIONS OF RICK RAPE, MAI
EDUCATION: YEAR
University of Florida, Gainesville, FloridaB.S.B.A. in Real Estate and Urban Analysis and in Economics 1982Lake Brantley High School, Altamonte Springs, Florida 1978
REAL ESTATE EDUCATION:
The Appraisal Institute requires 100 hours of CE every five years, while the State ofFlorida requires 30 hours every two years. A partial list of courses sponsored by theAppraisal Institute and others, is as follows.
Front of House/Back of House Hotel Seminar. . . . . . . . . . . . . . . . . . . . . 5/2013Real Estate Finance Statistics Valuation Modeling.. . . . . . . . . . . . . . . . 10/2012Feasibility, Market Value, Investment Timing. . . . . . . . . . . . . . . . . . . . . 4/2012Profiting from the New Estate Tax Law. . . . . . . . . . . . . . . . . . . . . . . . . . 5/2011Real Estate Industry Perspectives on Lease Accounting. . . . . . . . . . . . . . 2/2011Perspectives from Commercial Review Appraisers. . . . . . . . . . . . . . . . . 7/2011Small Hotel/Motel Valuation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9/2010Oil Spills and Property Values.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8/2010Property Tax Assessments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9/2009Analyzing Distressed Real Estate. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12/2008Appraising From Blueprints and Specifications. . . . . . . . . . . . . . . . . . 12/2008Case Studies in Real Estate Valuation, Course 2-1, By Exam. . . . . . . . . . . 1986Capitalization Theory and Techniques Part B, Course 1B-B, By Exam. . . . 1986Capitalization Theory and Techniques Part A, Course 1B-A, By Exam.. . . 1985Basic Valuation Procedures, Course 1-A2, By Exam. . . . . . . . . . . . . . . . . . 1985Principles of Real Estate Appraisal, Course 1-A1, By Exam. . . . . . . . . . . . 1984
Courses sponsored by other entities:
ME201OL: Introduction to Machinery & Equipment Valuation 3/2003Appraisals of Real Property in Distressed Markets(American Bankers Association and The Appraisal Foundation.) 3/2009
DESIGNATIONS & EXPERT WITNESS:
MAI - Member, Appraisal Institute Certificate No. 7818
9108 US HWY 19, 2nd Floor - Port Richey, FL 34668
(727) 569-2315 - FAX (888) 453-2833 Page 3 of 4
State Certified General Real Estate Appraiser RZ 572Qualified Expert Witness in County, Circuit, and Federal Courts
MEMBERSHIPS AND AFFILIATIONS:
Florida Real Estate Broker's LicenseUnited States Chess Federation
VALUE ADJUSTMENT BOARDS
Hillsborough County Special Magistrate 1991-2014Pasco County Special Magistrate 1993-2014Hernando County Special Magistrate 1996-2001, 2003-2014Pinellas County Special Magistrate 2004-2011Polk County Special Magistrate 2009-2010Manatee County Special Magistrate 2009-2014Sumter County Special Magistrate 2009-2014Santa Rosa County Special Magistrate 2009, 2011-2014Sarasota County Special Magistrate 2009-2014
EMPLOYMENT HISTORY:
• October 1988 to Present - Managing Director/President - Tropical RealtyAppraisal Services, Inc. (Pasco County, Florida and Tampa, Florida)
• August 1986 to September 1988 - Associate Appraiser - RËE MarketingConsultants, Inc. (Tampa, Florida)
• January 1983 to July 1986 - Senior Appraiser - Pardue, Heid, Church, Smith &Waller, Inc. (Orlando, Florida)
Page 4 of 4
Appraisal Institute, Chicago, ILL. AI-746 Uniform Standards for Federal Land Acquisitions. (“Yellow Book” Standards)
Appraisal Institute, Chicago, ILL. AI-833 Fundamentals of Separating Real Property, Personal Property, and Intangible Property. Appraisal Institute, Chicago, ILL. Seminar Regression Analysis as Applied to Real Estate Valuation Appraisal Institute, Chicago, ILL. Seminar Florida Real Estate Appraisal Law Update. Appraisal Institute, Chicago, ILL Seminar Residential Demonstration Report Writing.
Appraisal Institute, Chicago, ILL Instructor State of Florida, Instructor Update with Florida Law (2008) Continuing Ed. Component Seminar General Demonstration Report Writing, Appraisal Institute, Chicago, ILL. Seminar Appraisal Institute Comprehensive Review (Houston Chapter) Seminar Office Building Valuation – A Contemporary Perspective Appraisal Institute, Chicago, ILL. USPAP Uniform Standards of Professional Appraisal Practice 7-hour update. (2009) VAB 2009, 2010, 2011, and 2012- 2013 Special Magistrate Training for the State of Florida Florida Department of Revenue. Seminar (2012) Trial Components – Recipes for success or Failure. West Coast Florida,
Appraisal Institute Chapter (2012) Seminar (2012) Fundamentals of Separating Real, Personal Property, and Intangible Business Assets.
Appraisal Institute, Chicago, ILL. Seminar (2013) Practical Regression Using Microsoft Excel, Appraisal Institute, Chicago, ILL
EXPERT WITNESS: Expert testimony provided in Sarasota County Circuit Court, 12th Judicial District, Lee County Circuit Court, 20th Judicial District, Federal Bankruptcy Court, Florida, Middle District.
SPECIAL MAGISTRATE APPLICATIONVALUE ADJUSTMENT BOARI)
(APPLICANTS MUST MEET QUALIFICATIONS OUTLINED IN FLA. STAT. $ 194.035)
Please type or print. If more space is needed, attach additional sheets. Applicants may supplement their applicationwith ø resume. However, q resume cannot be used in lieu of an application.
Application for: Attorney Special MagistrateAppraiser Special Magistrate for...
E Real Property and/or n Tangible Personal Property
If appointed, how much time would you be available to-conduct hearings and complete your recommendations?n ì-to I hours per week; f] s to 20 hours per week;l 2l to 30 houõ per week;'E 3i ro 40 hours per week.
\PPl.l( .\\'t t\¡()Rlr \ r r()\
\¿6ç. Stephen Allen Email. [email protected]
Business Name:
Home Address: 131 Babbling Brook Run, Bradenton, FL 34212
Business Address. same
Phone: F{nme/ 802-863-4248 Rrci. same cell/ same
Fax:
l)()( t lt[.\ I \ I t()\ R].Qt tRt_t)
. Copy of license referenced below.r Documentation to support membership in professional organizations listed in item #6.¡ A writing sample, which may consist of an opinion letter or other business-related documentation that
contains one or more written pages of original material. If you have served as a special magistratepreviously, please submil a recommended decision as your sample. Do not submit a copy of an appraisal
as a writing sample.
. Prior to conducting hearings, all applicants are required under Fla. Stat. $ 194.035 to certify completion ofthe current year training provided by the Department of Revenue. To obtain the training, go online to theDepartment's website at http://dor.myflorida.com/dor/prope(y/vabltraining.html. Retum your completioncertificate to the VAB clerk.
. Enrollment at http://www.uscis.sov/e-veriû if required by specific county.
Attorney Magistrate Applicant: Bar Number: _ Date of Admission:How many years ofexperience do you have in the area ofad valorem taxation:
Appraiser Magistrate Applicant: Residential Appraiser License #: _ Valid Thru:General Appraiser License #: R23718 Valid Thru: November 30, 2016
How many years ofexperience do you have in the area ofreal properfy valuation:How many years of experience do you have in the area of tangible property valuation:
37
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1. EducationalBackgroundSee attached Qualífcations; B.S. University ofVemont; numerous appraisal courses and seminars
Page Iv04/09/2014
SPECIAL MAGISTRATE APPLICATIONVALUE ADJUSTMENT BOARI)
(APPLICANTS MUST MEET QUALIFICATIONS OUTLINED IN FLA. STAT. O 194.035)
2. If you currently or previously have served as a special magistrate, please provide the municipality or county anddates served.
N/A
Have you ever been dismissed, terminated or denied appointment as a special magistrate for poor or improperperformance? E No fl Yes (please explain)
4. List any additional information which makes you qualified to serve as a special magistrate. Also provide nameand contact information of at least two individuals who can attest to your y.ars of experience in ad valoremtaxation, tangible personal property or real property appraisals.
3
Extens¡ve experience ¡n apprais¡ng commercial property ¡ncluding l¡tigation related apprajsal work. Have completed hundreds of l¡t¡gãtion related appraisals ¡ncluding em¡nent
domain and ad valorum tax appraisals. I have testified in court on many occasions and have provided l¡tigation support relat¡ng to valuation ass¡gnments.
5. [fno set schedule offees is established for the county to which you are applying, describe your schedule of feesto be charged the board on a one-hour basis. E I accept the board's schedule of fees; orSchedule of fees required
List each organization, recognized by the real estate appraisal industry or the professionals in that {ield, inwhich you are currently or have previously been a designated member:
7. List the requirements, including experience and education, necessary to obtain each designation listed above:
6.
Each of the above listed designations required extensive course work (outlined on qual¡fìcations sheet), examinations of real estate appraisa¡ and investment
coursework, and an evalualion of professional experience.
Have you ever been disbarred, suspended or received any other disciplinary action from any organizedassociation, or from the State of Florida? E No f] yes (please explain)
9.
ORGANIZATION DESIGNATION DATE MEMBER#Appra¡sal lnstitute MAI 1991 8886Appraisal lnstitute AI-GRS 2014 8886
CCIM lntitute ccrM 2003 11080
N/A
Ifapplicable, describe experience you have appraising tangible properfy:
Page 2v04/09/2014
SPECIAL MAGISTRATE APPLICATIONVALUE ADJUSTMENT BOARI)
(APPLICANTS MUST MEET QUALIFICATIONS OUTLINED IN FLA. STAT. $ 194.035)
PROPERTY TYPE EXPERIENCE/SPECIALTYResidential Real PropertvCommercial Real Property All type of commercial real estats ¡nclud¡ng retail, industrial, off¡ce, devalopment, residential ¡nvestment.
Taneible PropertyOther (please specifir)
10. List any experience and/or specialty for the following property types
I 1. List any personal or business relationship you have ever had with any officer or employee of the office of theproperfy appraiser, office of the clerk of the circuit court, office of the county attomey or the value adjustmentboard of any of the counties to which you are applying:
N/A
12. List any clubs, organizations, associations, or other entities to which you belong or participate in and in which apossible conflict of interest could occur or the appearance of a conflict of interest might arise that would preventyou from fairly conducting the hearing betwcen the property appraiser and the property owner and taxpayer.
NiA
13. Explain your level of knowledge and experience with computers and list the applications you are familiar with,including Axia.
Microsoft Office including Word, Excel, Access; Word Perfect, GlS, various mapping programs, Argus, financial analysis programs
( tRlttl( \tlo\
Pursuant to Fla. Stat. $ 194.035, a person cannot serve as a special magistrate if he/she is an elected or appointedofficial of a county, a taxing jurisdiction, or the state; is an employee of a county, a taxing jurisdiction, or the state;or in the same tax year that he/she services the Board as a special magistrate, represents a party before the Board inany administrative review of properfy taxes.
Are you an elected or appointed official of a county, a taxing jurisdiction, or the state?
Are you an employee of a county, a taxing jurisdiction, or the state?
Ifyes, please provide details
The undersigned certiJìes, under penalty of disqualificatíon from consideration, that each item contaíned in thisapplication, or arry other documentfurnished by or on behalf of the applícant is true and complete as of the date itbears. The undersigned authorizes the Value Adjustment Board to obtain informationfrom other sources to verifueach item contained herein. The undersigned acknowledges that, if selected, he/she will follow øll requirements andmandates of law in the duties of
pa¡q 512512A15
Signature
Stephen Allen
Page 3v04/09/2014
UNoENo
! Yes
! Yes
Printed Name of Applicant
o{ùt.!dörsÈrbeioN cFedrenad..m¡Èe¡ó@tub4Éus
ð ¡¡{ ¡ tr ut- f-LL"rf(lt-}ADEPARTfVI ET.{T' OF BUS [T.{ESS A.N D PROFËSS fl ONJ\ L RËG LJ LATICIN
FLORIDA REAL ESTATE APPRAISAL BD1940 N. MONROE ST.TALLAHASSEE FL 32399-0783
850-487-1395
Congratulations! With this license you become one of the nearlyone million Floridians licensed by the Department of Business ahdProfessional Regulation O.ur pr-ofessionäls and Ousinesies rañgefrom,architects to yacht brokers, from boxers to barbeque restaüíants,and they keep Florida's economy strong.
Every day we work to improve the way we do business in order toserve you better. For information aboi.¡t our services. olease loo ontowww.myfloridalicense.com. There you can find móie informåionabout our divisions and the regulation"s that impact you, subscribeto. department newsletters and- learn more about thé Départment'sinitiatives.
our mission.at ihe Deparlment is: License Efficienfly, Regulate Fairly.We.constantly strive to serve you better so that you can serve yourcustomers. Thank you for doing business in Floiida,and congratulations on your new licensel
ALLEN, STEPHEN D87 EAST SPRING STREETWINOOSKI VT 05404
RICK SCOTT, GOVERNOR
ALLEN. STEPHEN D1233 SHELBURNE ROAD E{SOUTHBURLINGTON VTOSIO3
DETACH HERE
R23718
STATE OF FLORIDADËPARTMENT OF BUSINESS ANDPROFESSIONAL REGULATION
tssuED 01t26t2015
CERTi F I ED GEÍ\5RAI APPRAISEFIALLEN, STEPH€T¡ Ð
lS CERTIFIÊD u¡rde¡ the provisions of Ch 475 FSExp¡rat¡ondate . NOV30 2C1õ L_1S0iZ60O0i0Cj
KEN LAWSON, SECRETARY
EI
#
STATE OF FLORIDADEPARTMENT oF BLJslttEss AND pRoFESStoNA¡- REciJLATtoN
FLORIÐA REAL ESTATE APPRA'SAI- BD
The CERTIFIED GENERAL APPRAISERNamed below lS CERTIFtEDUnder the provisions of Chapter 475 FS.Expiration date: NOV 30, 2016
R23718
LICËNSE NUMAER
ISSUED: 01126/2015 DISPLAYAS REQUIRED BY LAW sEQ # 11501260001001
QUALIFICATIONS AND EXPERIENCE
Stephen D. Allen, MAI, AI-GRS, CCIMEducation
Associate Degree, Business AdministrationChamplain College, Burlington, VermontBachelor of Science, Resource EconomicsUniversity of Vermont, Burlington, Vermont
Professional & Technical Training - Courses/ExamsAppraisal Institute
Introduction to Appraisal of Real Property (101)Income Property Appraising (201)R-2 Examination (passed)
Real Estate Investment AnalysisLitigation ValuationMarketability & Market AnalysisInvestment Feasibility AnalysisCash Flow & Risk AnalysisApplied Income Property Valuation (202)Industrial ValuationStandards of Professional PracticeReview Theory - General
American Society of Farm Managers & Rural AppraisersAdvanced Rural Appraisal
CCIM InstituteFinancial Analysis for Commercial Investment Real EstateMarket Analysis for Commercial Investment Real EstateInvestment Analysis for Commercial Investment Real EstateUser Decision Analysis - Commercial Investment Real Estate
Professional & Technical Training - SeminarsAppraisal Institute
Residential Construction SeminarNarrative Report SeminarTax Considerations in Real Estate TransactionsCourt Preparation & Mock Trial SeminarPre-Purchase Home InspectionApplication of Market ExtractionsR-418 and the AppraiserDepreciation AnalysisProfessional Practice SeminarRates, Ratios, & Reasonableness
Discounted Cash Flow AnalysisSmall Residential Income Property SeminarAppraising Conservation EasementsLandfills & Their Effect On Value
Year
r972
1975
t9791980
1981
t9821983
t984r984t984t9841986
t99s,20t4
1998
1981
200220032003,20062003,2007
t9791980
1980
1981
19841985
1985
1986
1988
1988
1988
1990
1990
r99t
Quafficøtions of Stephen D. Allen, cont'd
Appraisal Institute - Technical Training - SeminarsThe Technical Inspection of Real Estate
Subdivision AnalysisFeasibility and Highest & Best UseLotus 123 for AppraisersAppraising Troubled PropertiesRates, Ratios, & Reasonableness IIAppraisal Review - Income PropertiesInternational Valuation & InvestingAppraisal Issues Relating to Troubled Real Estate
Commercial Construction TechniquesAct 250 and the AppraiserLimited Appraisals and Reporting OptionsSmall Hotel / Motel ValuationSmall Hotel ValuationAssessment Issues
USPAP updateCommercial Highest & Best UsePartial Interest Valuation - Divided InterestsPartial Interest Valuation - Undivided InterestsAttacking & Defending an Appraisal in LitigationIntroduction to GISConservation Easement ValuationUSPAP update 2006Appealing Assessed Value & Assessment Issues
USPAP update 2008Business Practices and EthicsUSPAP update 2010USPAP update 2012Fundamentals of Separating Real Property,Personal Property and Intangible Business AssetsUSPAP update 2014
McKissock Supervisor-TraineeCourseforVermont
t99rt991, t998r99t1992r9921993r9931994r995t995r99619961997
1998
r9991999199919991999200020012002200620062008200920102012
201220t320rs
Experience and Current Status1978 - 1986 Staff Appraiser, George Silver & Associates1986 - 1989 Staff Appraiser, Keller, Navin, Cable & O'Brien1989 - 1995 Self Employed Real Estate Appraiser & Consultant1995 - Present Principal, Allen & Brooks, Inc.
Association MembershipsAppraisal Institute, MAI (1991) AI-GRS (2014)Currently certified under continuing education programVermont Chapter, Appraisal Institute:
1985-1986 President1983-1985 Treasurer1987 -199 I Chairman, Professional Practice Committee1987-1993, 1996- 2000 Director1988-1990 Chairman, Candidate Guidance Committee1986,1988 Young Advisory Council (National SREA)
ccIM lnsrirure, ccIM (2003)
Quaffications of Stephen D. Allen, cont'd
Teaching & PresentationsCo-developed and presented "Commercial Property Appraisal Review" Seminar,Vermont Bankers Association/Society of Real Estate Appraisers; 1988, 1990
Developed and presented "Professional Practice Workshop", Vermont Chapter, Societyof Real Estate Appraisers, 1988
Developed and presented "Appraising Restricted Properties", Vermont League ofCities & Towns, 1991
Guest Instructor, University of Vermont, Real Estate Appraisal, 1989, 1990
Presentation at Mobile Home & Mobile Home Park Workshop, Federal Home LoanBank Board, 1995
Developed and presented "Appraising Covenant Restricted Properties", VermontHousing & Conservation Board, March 1998
Co-developed and presented "Leasehold Evaluation" workshop for Society of CertifiedPublic Accountants, 1996
Co-developed and presented "Sales Comparison Approach" workshop, Appraisallnstitute, Vermont Chapter, 1997
Presentation to Northern Home Builders - Chittenden County Real Estate MarketConditions - 2001,2003
Presentation to Chittenden Commercial Real Estate Association - Chittenden CountyReal Estate Market Conditions - 1995-2003
Special Qualification & LicensesVermont Agency of TransportationCertified General Real Estate Appraiser, State of Vermont #80-0000017Certified General Real Estate Appraiser, State of Florida #F.Z3718
PublicationsCo-writer and publisher of the Allen & Brooks Report, a semi-annual economic studyof the primary commercial real estate markets in the Chittenden County Area.
Co-writer and publisher of the Allen & Brooks Residential Report, an annual economicstudy of the primary residential real estate markets in Chittenden County.
