49 Pa. Code § 36.12 - Qualifications for certification as general real estate appraiser
(a)
General
qualifications. An applicant for certification as a general real
estate appraiser shall:
(1) Be of good moral
character.
(2) Satisfy the
education and experience requirements prescribed by this section as of the date
of the examination.
(3) Pass an
AQB-approved examination for certification as a general real estate
appraiser.
(4) Satisfy all the
requirements in the AQB Qualification Criteria for certification as a general
real estate appraiser.
(b)
Appraisal classroom
hours. An applicant for certification as a general real estate
appraiser shall submit evidence to the Board of having completed the classroom
hours required by the AQB Qualification Criteria as of the date of application.
(1)
Length of classroom hour and
courses; course examination requirement.
(i) The length of classroom hours and courses
must comply with the requirements in the AQB Qualification Criteria.
(ii) Credit toward the classroom hour
requirement will be granted only if the applicant successfully completes an
examination pertinent to the course and attends at least the minimum length of
time, as required by the AQB Qualification Criteria, to receive course
credit.
(iii) The course
examination must comply with the requirements in the AQB Qualification
Criteria.
(2)
Providers of appraisal courses. Credit for the classroom hour
requirement may be obtained from the types of providers set forth in the AQB
Qualification Criteria subject to all of the following:
(i) Credit for the classroom hour requirement
may be obtained from accredited colleges or universities and community or
junior colleges.
(ii) Real estate
appraisal or real estate related organizations, State or Federal agencies or
commissions, proprietary schools, and other providers are subject to Board
approval under
36.31 (relating to provider
registration/appraisal courses).
(3)
Distance education.
Distance education courses must comply with the requirements in the AQB
Qualification Criteria. A distance education course is acceptable to meet the
classroom hour requirement if the course complies with paragraphs (1) and (2),
is approved by the Board and meets all of the following conditions:
(i) The course is presented in one of the
following ways:
(A) Synchronous distance
education.
(B) Asynchronous
distance education that meets the requirements of § 36.45 (relating to
asynchronous distance education).
(C) Hybrid distance education that meets the
class hour requirements of its component parts, whether in-person, synchronous
or asynchronous.
(ii) The
applicant successfully completes a written, closed-book final examination
proctored in person or remotely by an official approved by the college,
university or other course provider. Biometric proctoring is
acceptable.
(iii) The length and
content of the course meet the requirements of paragraph (1) and subsection
(c), respectively.
(c)
Content of appraisal
education.
(1) The content of an
applicant's appraisal education must comply with the qualifying education
requirements in the AQB Qualification Criteria and as specified in the Required
Core Curriculum in the AQB Qualification Criteria.
(2) All courses must consist of instruction
in the subject areas outlined in Guide Note 1 of the AQB Qualification Criteria
or any successor Guide Note.
(d)
Postsecondary education.
An applicant for certification as a general real estate appraiser shall satisfy
the postsecondary education requirements in the AQB Qualification
Criteria.
(e)
Experience. An applicant's experience must comply with all of
the following:
(1) An applicant for
certification as a general real estate appraiser shall satisfy the experience
requirements in the AQB Qualification Criteria.
(2) At least 50% of the total experience
requirement must be in the actual preparation of real estate appraisal reports,
which includes physical inspections of the interior and exterior of the subject
properties, in accordance with
36.13 (relating to experience
options for preparation of appraisal reports; experience logs).
(3) Effective January 1, 2008, experience
must be acquired after January 30, 1989, and must comply with USPAP. Experience
acquired after August 2, 1993, will not be accepted unless the applicant
completed 45 classroom hours of appraisal education, including 15 hours on
USPAP prior to acquiring the experience. Effective January 1, 2020, experience
credit can be obtained only by individuals who possess a license as an
appraiser trainee or a certification as a residential real estate
appraiser.
(4) Acceptable
categories of appraisal experience include:
(i) Fee and staff appraisals.
(ii) Ad valorem tax appraisals, if the
applicant can demonstrate that the applicant used techniques to value
properties similar to those used by appraisers and that the applicant
effectively used the appraisal process.
(iii) Review appraisals.
(iv) Appraisal analysis (synonymous with an
appraisal).
(v) Real estate
counseling, if the counselor can satisfactorily demonstrate that:
(A) The client clearly asked for counseling
services.
(B) The client was
informed that the counselor's time would be devoted to counseling services,
which are separate from other real estate functions such as appraising, sales
management and mortgage lending.
(C) A file memorandum was prepared on each
assignment, indicating the nature of the assignment, recommendations and
disposition.
(D) Compensation for
the counseling services was separate from other real estate services
rendered.
(vi) Highest
and best use analysis.
(vii)
Feasibility analysis/study.
(viii)
Real estate experience such as that of an officer of a lending institution, if
the experience consists of the actual performance or professional review of
real estate appraisals.
(ix)
Evaluations under FIRREA in accordance with requirements of Federal financial
institution regulatory agencies.
(x) Case studies or practicum courses that
are approved by the AQB Course Approval Program.
(xi) Notwithstanding the requirements of
paragraph (3), an applicant can meet 50% of the experience requirement by
successfully completing an AQB-approved certified residential PAREA program,
under the following conditions:
(A) The
applicant must comply with the prerequisites for entry into a PAREA program
contained in the AQB Qualification Criteria.
(B) The PAREA program must be approved by the
AQB and continuously comply with the requirements of the AQB Qualification
Criteria.
(C) The PAREA program
must provide the applicant with a mentor who meets the requirements of the AQB
Qualification Criteria.
(D) The
applicant shall successfully complete the entire certified residential PAREA
program and submit a certificate of completion to the Board to receive credit
for 50% of the experience requirement. There is no credit for partial
completion of the program.
(E) The
completed certified residential PAREA program may only count towards the
residential portion of the certified general real estate appraiser experience
requirement.
(F) To complete the
nonresidential portion of the experience requirement, the applicant must meet
all of the following requirements:
(I) Obtain
licensure as an appraiser trainee.
(II) Be under the direct supervision of a
supervisory appraiser.
(III) Comply
with the requirements of subsection (e), §
36.13 (relating to experience
options for preparation of appraisal reports; experience logs), and the AQB
Qualification
Criteria.
Notes
The provisions of this § 36.12 issued under sections 5(2), 6(h) and 10(b) of the Real Estate Appraisers Certification Act (63 P.S. §§ 457.5(2), 457.6(h) and 457.10(b)); amended under the Real Estate Appraisers Certification Act (63 P.S. §§ 457.1-457.19); and sections 3, 4(d) and 12 of the Assessors Certification Act (63 P.S. §§ 458.3, 458.4(d) and 458.12).
This section cited in 49 Pa. Code §§ 36.1 (relating to definitions); 49 Pa. Code § 36.2 (relating to application process); and 49 Pa. Code § 36.13 (relating to experience options for preparation of appraisal reports; experience logs).
State regulations are updated quarterly; we currently have two versions available. Below is a comparison between our most recent version and the prior quarterly release. More comparison features will be added as we have more versions to compare.
(a) General qualifications. An applicant for certification as a general real estate appraiser shall:
(1) Be of good moral character.
(2) Satisfy the education and experience requirements prescribed by this section as of the date of the examination.
(3) Pass an AQB-approved examination for certification as a general real estate appraiser.
(4) Satisfy all the requirements in the AQB Qualification Criteria for certification as a general real estate appraiser.
(b) Appraisal classroom hours. An applicant for certification as a general real estate appraiser shall submit evidence to the Board of having completed the classroom hours required by the AQB Qualification Criteria as of the date of application.
(1) Length of classroom hour and courses; course examination requirement.
(i) The length of classroom hours and courses must comply with the requirements in the AQB Qualification Criteria.
(ii) Credit toward the classroom hour requirement will be granted only if the applicant successfully completes an examination pertinent to the course and attends at least the minimum length of time, as required by the AQB Qualification Criteria, to receive course credit.
(iii) The course examination must comply with the requirements in the AQB Qualification Criteria.
(2) Providers of appraisal courses. Credit for the classroom hour requirement may be obtained from the types of providers set forth in the AQB Qualification Criteria subject to all of the following:
(i) Credit for the classroom hour requirement may be obtained from accredited colleges or universities and community or junior colleges.
(ii) Real estate appraisal or real estate related organizations, State or Federal agencies or commissions, proprietary schools, and other providers are subject to Board approval under § 36.31 (relating to provider registration/appraisal courses).
(3) Distance education . Distance education courses must comply with the requirements in the AQB Qualification Criteria. A distance education course is acceptable to meet the classroom hour requirement if the course is approved by the Board , and meets all of the following conditions:
(i) The course is presented by one of the following:
(A) An accredited (Commission on Colleges or a regional accreditation association) college or university that offers distance education programs in other disciplines.
(B) A course provider that has received approval for course design and delivery mechanism from the IDECC and approval for course content from the Board or from the AQB through its Course Approval Program.
(ii) The applicant successfully completes a written examination proctored by an official approved by the college, university or other course provider.
(iii) The length and content of the course meet the requirements of paragraph (1) and subsection (c), respectively.
(c) Content of appraisal education.
(1) The content of an applicant's appraisal education must comply with the qualifying education requirements in the AQB Qualification Criteria and as specified in the Required Core Curriculum in the AQB Qualification Criteria.
(2) All courses must consist of instruction in the subject areas outlined in Guide Note 1 of the AQB Qualification Criteria or any successor Guide Note.
(d) Postsecondary education. An applicant for certification as a general real estate appraiser shall satisfy the postsecondary education requirements in the AQB Qualification Criteria.
(e) Experience. An applicant's experience must comply with all of the following:
(1) An applicant for certification as a general real estate appraiser shall satisfy the experience requirements in the AQB Qualification Criteria.
(2) At least 50% of the total experience requirement must be in the actual preparation of real estate appraisal reports, which includes physical inspections of the interior and exterior of the subject properties, in accordance with § 36.13 (relating to experience options for preparation of appraisal reports; experience logs).
(3) Effective January 1, 2008, experience must be acquired after January 30, 1989, and must comply with USPAP . Experience acquired after August 2, 1993, will not be accepted unless the applicant completed 45 classroom hours of appraisal education, including 15 hours on USPAP prior to acquiring the experience. Effective January 1, 2020, experience credit can be obtained only by individuals who possess a license as an appraiser trainee or a certification as a residential real estate appraiser.
(4) Acceptable categories of appraisal experience include:
(i) Fee and staff appraisals.
(ii) Ad valorem tax appraisals, if the applicant can demonstrate that the applicant used techniques to value properties similar to those used by appraisers and that the applicant effectively used the appraisal process.
(iii) Review appraisals.
(iv) Appraisal analysis (synonymous with an appraisal ).
(v) Real estate counseling , if the counselor can satisfactorily demonstrate that:
(A) The client clearly asked for counseling services.
(B) The client was informed that the counselor's time would be devoted to counseling services, which are separate from other real estate functions such as appraising, sales management and mortgage lending.
(C) A file memorandum was prepared on each assignment, indicating the nature of the assignment, recommendations and disposition.
(D) Compensation for the counseling services was separate from other real estate services rendered.
(vi) Highest and best use analysis .
(vii) Feasibility analysis /study.
(viii) Real estate experience such as that of an officer of a lending institution, if the experience consists of the actual performance or professional review of real estate appraisals.
(ix) Evaluations under FIRREA in accordance with requirements of Federal financial institution regulatory agencies.
(x) Case studies or practicum courses that are approved by the AQB Course Approval Program.
Notes
The provisions of this § 36.12 issued under sections 5(2), 6(h) and 10(b) of the Real Estate Appraisers Certification