5th annual maine property tax institute · 1. conference registration: $250.00 1. $ _____ includes:...

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REGISTRATION PACKET elevate your skills. Wednesday, May 20 - Friday, May 22, 2020 5 th Annual M AINE P ROPERTY T AX I NSTITUTE

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REGISTRATION

PACKET

elevate your skills.

Wednesday, May 20 - Friday, May 22, 2020

5th Annual

MAINE PROPERTY TAX INSTITUTE

AgendaValuation of Low End Residential Properties

and

Valuation of Manufactured Home Parks

Instructor: Rick Stuart, CAE

Wednesday, May 20

8:30 - 9:30 Registration

9:30 - 12:00 Instruction

12:00 - 1:00 Lunch at Sliders

1:00 - 2:45 Instruction

2:45 - 3:00 Break

3:00 - 4:30 Instruction

4:30 - 5:30 Free time

5:30 - 6:30 Appetizers, start of Murder Mystery

6:30 - 7:30 Dinner at Sliders

Thursday, May 21

7:30 - 8:30 Breakfast Buff et

8:30 - 10:00 Instruction

10:00 - 10:15 Break

10:15 - 12:00 Instruction

12:00 - 1:00 Lunch at Sliders

1:00 - 3:00 Instruction

3:00 - 5:30 Free time

5:30 - 7:00 Dinner at Sliders

7:00 - 9:00 Maine Chapter IAAO meeting by the bonfi re

Friday, May 22

7:30 - 8:30 Breakfast Buff et

8:30 - 10:00 Instruction

10:00 - 10:15 Break

10:15 - 12:30 Instruction

12:30 Adjourn

2020 MAINE PROPERTY TAX INSTITUTE

SUNDAY RIVER SKI RESORT, JORDAN HOTEL

May 20 - May 22, 2019

2020 MAINE PROPERTY TAX INSTITUTE

Conference Registration Form

Name: _________________________________________________________________________________

Address: _______________________________________________________________________________

Phone:______________________________Email: _____________________________________________

1. Conference Registration: $250.00 1. $ ______________

Includes:

• All meals and breaks (breakfast – Thursday, Friday; lunch - Wednesday, Thursday; dinner - Wednesday,

Thursday)

• Wednesday night Murder Mystery (check the box below if you plan to participate)

• Thursday night Maine Chapter IAAO Campfi re Meeting

• All training materials

Yes, I will join in the Murder Mystery merriment!

2. Maine Chapter IAAO Member Discount. Check if you are a

Maine Chapter member or you are joining with separate payment. ($25.00) 2. $ ______________

See attached membership application.

3. Registration Subtotal (Add lines 1-2) 3. $ ______________

Guest Meals (for guests not attending classes)

Cost x Number

4. a. Wednesday Meals (lunch, dinner) $49.00 x _______ = 4a. $ ______________

b. Wednesday night Murder Mystery $ 5.00 x _______ = 4b. $ ______________

5. Thursday Meals (breakfast, lunch, dinner) $66.00 x _______ = 5. $ ______________

6. Friday Breakfast $16.50 x _______ = 6. $ ______________

7. Guest Meal Subtotal (Add lines 4-6) ................................................................. 7. $_______________

8. Grand Total (Add lines 3 and 7) ......................................................................... 8. $ ______________

Do not forget to complete the lodging registration form if you plan to stay overnight.

Return this form by April 24, 2020, with payment, to: Maine Revenue Services

Property Tax Division, Attn: Jeff Kendall

P.O. Box 9106, Augusta, ME 04332

Conference Topics

Valuation of Low End Residential Properties

The purpose of this workshop is to provide assistance in the valuation of low-end and diffi cult residential prop-

erties that often create valuation issues. It is not unusual that these types of properties when sold have a sales

ratio considerably higher than 1.00 and a very regressive PRD (Price-Related Diff erential). Discussion and data

will center on lower valued residential properties and income and value associated with rental properties. The

workshop will conclude with defi nitions and value issues on manufactured homes, modular homes and odd and

unusual homes.

Valuation of Manufactured Home Parks

This one-day workshop is designed to provide historical and current data to assist in the evaluation of Manufac-

tured Homes. Topics for this session include history, trends, how to distinguish between manufactured homes,

modular homes, panelized homes and pre-cut or kit homes, fi nancing and Internet sources for research and in-

formation. All three approaches to value will be discussed and examples given. Considerable time will be spent

on developing replacement cost new from the marketplace, comparing to cost manuals and calculating indexes.

Depreciation and gross rent multipliers will be extracted from actual market data. Actual sales will be used to

compare to cost manual value estimates and the workshop will conclude with two sections on questions and

answers from assessors/appraisers and potential owners of manufactured homes.

CMA credit and CMA advanced credit: 15 hours (7.5 hours for each forum). Continuing education for Maine real estate appraisers: 16 hours (8 hours for each forum)

Maine Chapter, IAAO Meeting by the Bonfi re

The topic for this fi reside chat will be Revaluations Under Review. Ken Rogers and Rob Tozier from KRT

Appraisal will lead the discussion on revaluations, sharing their experiences and explaining what makes a suc-

cessful revaluation, including the impact of social media and the diff erent types of projects municipalities may

choose. This meeting will be interactive and informal, so if you have an educational or entertaining experience,

or if you have questions, feel free to speak up.

Everyone - members, non-members, and Jordan Hotel staff alike - are welcome to join this meeting. CMA

credit 2 hours

Wednesday Night Murder Mystery

On Wednesday, the Property Tax Division invites you to join us for a night of mystery and intrigue. Where

YOU will not only witness a murder, but you are a suspect who will need to prove your innocence by fi guring

out whodunnit! Put your sleuthing skills to the test. Participation is optional, but encouraged – the more the

merrier! Make sure to check the box on your registration form to participate in this fun networking event.

SPACE IS LIMITED - REGISTER EARLY TO RESERVE YOUR

SPOT IN THE 2020 PROPERTY TAX INSTITUTE

Maine Revenue Services

Individual Reservation Form Jordan Hotel & Conference Center

at Sunday River Resort

1-800-207-2365

Pricing Valid May 19– May 22, 2020

Lodging Preference Per Room, Per Night

Hotel Standard Room(2 queen beds) $105.00++

Check-In 4:00 PMCheck-Out 10:30 AM

++ 21.86% Tax & Resort Fees

Hotel Studio Superior or Deluxe Room(1 Queen murphy bed & kitchenette in Superior or 1 queen

murphy bed & 1queen sleep sofa & kitchenette in Studio Deluxe)

$105.00++

Hotel One Bedroom Suite(1 queen bed in private bedroom, 1queen sleep sofa in

living area & kitchenette) $157.00++

Hotel Two Bedroom Suite(Two private bedrooms with varied bedding, 1 sleep sofa

& kitchen. Very limited availability) $218.00++

When making a reservation, please refer to group code: 86184R

Room Type Preference ______________________________ (If room type is not available, we will assign next available room type.)

Arrival date ____________________ Departure date: ____________________

Last Name __________________________________________________________________ First Name ___________________________________________

Company (if applicable) __________________________________________________ Phone # ______________________________________________

Address ____________________________________________________________________ __________________________________________________________

City _________________________________________________________________________ State _________________________ Zip __________________

Email Address ________________________________________________________________________________________

Reserve Lodging

· Call 1.800.207.2365 to make a reservation over the phone.

· Fax Reservation Form to 207.824.5195.

· Email Reservation Form to [email protected].

· Mail Reservation Form: Sunday River, PO Box 4500, Newry, ME 04261 Deposit

· First night stay required at the time of booking with the remaining balance due two weeks prior to arrival.

· If booking within two weeks prior to arrival, the full amount will be due at the time of booking. Credit Card

· Please contact office direct with credit card information – 1.800.207.2365.

· Sunday River accepts Mastercard, Visa, American Express, and Discover.Cancellations

· A $50 handling fee will be charged for cancellations made more than 14 days prior to the arrival date.

· If cancellation is within 14 days or less, 50% of the total reservation value will be withheld.

· Shortening of stays are considered cancellations.

· Guest is responsible for all nights' confirmed, regardless of a late arrival or an early departure.

Signature _______________________________________________________________________________________________________ Date ___________________

ROOM RESERVATION

KEYNOTE SPEAKER, Rick Stuart, CAE

Rick’s experience started in 1981 as an elected assessor in Missouri

and an appointed appraiser in Kansas. As a senior IAAO instructor,

Rick now teaches and develops courses and workshops on appraisal,

public relations/customer service and management. Through his in-

struction, experience and formal education (B.S. in Accounting), he

has assisted numerous individuals and jurisdictions with how to de-

velop and improve staff , establish offi ce procedures, and related is-

sues on modeling and market valuations.

Rick holds the CAE (Certifi ed Assessment Evaluator) designation

from the International Association of Assessing Offi cers (IAAO) and

has been the recipient of several IAAO awards:

• 2015 IAAO Harry Gakin Award

• 2014 Texas – James A. Goodwin Excellence in Education Award

• 2013 Verne W. Pottorff , CAE Professional Designee of the Year

• 2010 McCarren Award

• 2008 IAAO Instructor of the Year

• 2005 Most Valuable Member

• 2003 Public Information Program

• 2003 Donehoo Essay Award.

2020 APPLICATION FOR MEMBERSHIP

(Membership runs January 1st to December 31st)

Please print clearly and complete the following:

Name: _______________________________________________________________________________

Mailing Address: ____________________________________________________________________

____________________________________________________________________

City/Town Affiliation: _________________________ Title: _________________________________

Phone Number: __________________________ Cell: _________________________________

E-Mail Address: ____________________________________________________________________

Do you hold a certificate for any of the following?

Maine CAT (Certificate No) ___________ Maine CMA (Certificate No) ___________

Maine Appraiser (Certificate No) ___________ Other (Please explain) __________________________

Please answer the following (optional):

Would you be interested in serving on a committee? If so, which?

Executive__ Education__ Legislative__ Membership__ Audit__ Nominating__ Communications__ History__

What educational topics would you like offered at a Chapter Meeting? ___________________________

______________________________________________________________________________________

Would you be willing to speak at a future Chapter meeting?_______________

Please remit this application and $30 payable to State of Maine Chapter of IAAO, and mail to:

Julie Romano Ethridge

Town of York

186 York Street

York, ME 03909

If you have any questions please contact Julie at 207-363-1005

or log onto http://www.mechapteriaao.org

MAINE CHAPTER OF THE INTERNATIONAL

ASSOCIATION OF ASSESSING OFFICERS

Established 1978