Assessors’ Association of Pennsylvania Assessors’ Association of Pennsylvania (AAP) is pleased to be holding our 70th Annual Conference at the Radisson ... Steve Howe, CPE, Director

Assessors’ Association of Pennsylvania

70th Annual Conference on Assessment Administration

April 25 - 27, 2018Radisson Hotel Valley ForgeValley Forge Casino Resort

Registration Materials Inside! * Don’t Delay!

AAP is an affi liate of the County Commissioners Association of Pennsylvania

February 22, 2018

TO: AAP Members

FROM: Larry Shubert, CPE, President

RE: AAP Annual Conference Registration

The Assessors’ Association of Pennsylvania (AAP) is pleased to be holding our 70th Annual Conference at the Radisson Hotel Valley Forge (part of the Valley Forge Casino Resort) in Montgomery County. This Conference, scheduled for April 25 to 27, is one of the best ways to earn recertifi cation credit hours with the State Board of Certifi ed Real Estate Appraisers and network with your peers. The enclosed agenda outlines the classes off ered and other conference activities.

CONFERENCE DETAILS

Conference Registration. To register for the Conference, go to the AAP website, www.paassessors.org, and click on the Annual Conference link. You can still register by using the enclosed registration form and mailing it with your check made payable to “AAP” to the address listed on the form. If you have registration questions, please call Lori Lawyer, AAP Administrative Assistant, at (717) 736-4712 or email her at [email protected]. Hotel Reservations. Our members will be staying at the Radisson Hotel Valley Forge. You can make your hotel reservation online or over the phone. For online reservations, please visit the link under the AAP Annual Conference link on our website, www.paassessors.org. The Radisson link will automatically take you to the group reservation site for our Conference. Our room block code is AAP. You must secure your room with a credit card. Or you can call the Radisson at (610) 354-8118. Remember to use our room block code!If you would like to make hotel reservations using the enclosed reservation form, you can still do so. The reservation should be made directly with the Radisson with either a one night’s deposit per room or credit card information. AAP Education Auction! We will be holding our auction to benefi t the AAP Chapter Education Fund after the dinner on Wednesday, April 25. We are asking each county to donate three items for both a silent and regular auction. ALL auction contributions are welcome with the following exceptions - any type of tobacco products and ammunition. Auction proceeds benefi t the AAP Chapter Education Fund which provides annual education grants to all AAP Chapters. In order to organize the auction, AAP will need to know what items your county will be donating for the auction. Please send a description of your auction items by April 4 to Terry Cochran at [email protected] cer/Board Appointment. I have appointed Past President Angelia Tennies as Chair of the Nominating Committee. Nominations for Vice President, Secretary and Treasurer should be sent by April 4 to: Terry Cochran, AAP Deputy Director, at PO Box 60769, Harrisburg, PA 17106-0769 or [email protected]. Please see the enclosed letter from Angelia. Local chapters must also notify Terry about who will be their AAP Board of Governors’ representatives for 2018-2019 (term starts at July 2018 board meeting). If your Chapter hasn’t taken care of this item, please make sure that it is on the agenda for your next chapter meeting.General Membership Meeting. Please plan to attend the AAP General Membership Meeting on Thursday, April 26, where all AAP members in good standing will be voting for AAP’s next Vice President, Secretary and Treasurer.Award Nominations. The Awards Committee, chaired by Cindy Treible, Monroe County, is seeking nominations for the AAP Awards. A nomination form and award criteria can be found at the Annual Awards link on the AAP website. Nominations should be sent to Terry Cochran at the AAP offi ce by April 4. Forms for both the AAP annual awards and the service awards are also included in the Conference email.Monitoring Procedures. Included in this mailing is an explanation of AAP’s monitoring and disciplinary procedures and the new AAP Code of Conduct. Please read them over before signing up for classes. By registering for classes, you, as an individual, are agreeing to abide by both the monitoring and disciplinary procedures and the Code of Conduct.

I look forward to seeing you in Valley Forge!

AAP 70th Annual ConferenceRadisson Hotel Valley Forge - April 25 to 27, 2018

AGENDA - (This agenda is subject to change)

Wednesday, April 257:30 a.m. Conference Registration and Coff ee Break

8 a.m. to 4:30 p.m. Exhibits

8:30 a.m. - 12:30 p.m. USPAP (4.0 hours and 3.0 hours on April 26) This session is the required seven-hour Uniform Standards of Professional Appraisal Practice (USPAP) course. This is a non AQB certifi ed course only for the recertifi cation of CPEs and is not applicable for residential, general or broker/appraiser recertifi cation. Steve Howe, CPE, Director of Assessment, Dauphin County 9 a.m. - noon Assessment Offi ce Public Relations and Administration (3.0 hours) The class will be in a public forum debate format that deals with the public relations issues many assessment offi ces face. This year we will focus on dealing with angry employees and taxpayers in the offi ce and on taxpayer property. Deborah Crawford, CPE, Chief Assessor/Tax Claim Director, Tioga County Charles “JR” Hardester, CPE, Director of Assessment, Lawrence County Angelia Tennies, CPE, Chief Assessor, McKean County Larry Shubert, CPE, Philadelphia County GIS for Assessment (3.0 hours) The class will give participants a look at how GIS is being used within assessment from the most basic uses to some more sophisticated use cases. Participants will also get fi rsthand knowledge about how GIS was used in conjunction with appeals in Centre County. Mark Kellerman, CPE, Chief Assessor, Centre County Nick Barger, GIS Director, Centre Countynoon - 1:30 p.m. Lunch (Included in conference fee)1:30 - 4:30 p.m. Mock Assessment Trial (3.0 hours) Assessors set the assessments of properties within their counties but do not always get a front row seat at trial when assessments are challenged. This presentation will feature comments from property tax attorneys from both the perspective of a school and a property owner. The class will include a mock trial demonstrating both direct and cross-examination of an expert witness. The subject of the mock trial will involve some aspect of valuation about which reasonable minds can diff er. M. Janet Burkardt, Esquire, Managing Partner, Weiss Burkhardt Kramer LLC Sharon F. DiPaolo, Esquire, Partner, Siegel Jennings, Co., L.P.A. Mark Shonberg, MAI, Senior Managing Director, Valbridge Property Advisors Basic Tax Assessment Offi ce Mathematics** (3.0 hours) Our instructor will explain the terms, concepts and formulas used in the day to day operations of a tax assessment offi ce. The class includes examples of all of these concepts. Anthony Alu, CPE, Director of Assessment, Luzerne County Larry Shubert, CPE, Philadelphia County **Students will need to bring a calculator for this class.



Wednesday, April 25 (continued)6 p.m. Dinner/AAP Chapter Education Auction (Included in conference fee) Don’t forget to bring your county’s items for the auction. Thursday, April 267:30 a.m. Conference Registration and Coff ee Break

7:30 a.m. to noon Exhibits

8 a.m. Annual Membership Meeting Presiding - Larry Shubert, CPE, AAP President, Philadelphia County 9 a.m. - noon USPAP continuation from Wednesday (3.0 hours) Steve Howe, CPE, Director of Assessment, Dauphin County The Role of the State Tax Equalization Board and the Proper Use of TEDTRAC (3.0 hours) This course will provide a detailed overview on the role of the STEB agency, along with step by step instruction on county submission of sales data. A live demo of sales submission will be presented along with instructions on how to troubleshoot possible errors when uploading fi les. Renee Reynolds, Director, State Tax Equalization Board Nicole Porr, Administrator, State Tax Equalization Board PA Legislative Process - Consolidated County Assessment Law (3.0 hours) The core of the assessment function is based in state statutes. The statutory framework changes over time to address changes in practice, interests of stakeholders and court decisions. Understanding how the statutes are developed, from bill drafting through signature into law, gives perspective and background to the administration of assessments. Awareness of recent legislative proposals, relevant task forces and how to read and track legislation gives opportunity to inform lawmakers, key players and others of the practical eff ects of the proposed changes to the assessment process in Pennsylvania. Charles “JR” Hardester, CPE, Chief Assessor, Lawrence County Danette Magee, Research Associate, Local Government Commissionnoon Past President’s Luncheon (Included in conference fee) 1:30 - 4:30 p.m. Act 319 Preferential Assessments (3.0 hours) This course will be a review of the Clean and Green program, history of and how to implement the program in your county. The panel will also discuss relevant real life examples that highlight diff erent aspects of Act 319. Deborah Crawford, CPE, Chief Assessor/Tax Claim Director, Tioga County Randy Waggoner, CPE, Chief Assessor, Perry County Doug Wolfgang, Director, Bureau of Farmland Preservation, PA Department of Agriculture Stephanie Zimmerman, Administrative Offi cer, Bureau of Farmland Preservation, PA Department of Agriculture

Thursday, April 26 (continued)6 p.m. Banquet (Included in conference fee) Semi-formal dress is requested for the banquet. Annual and Service Award Presentations New CPE Recognition Changing of the Gavel Friday, April 27 8 to 9 a.m. Conference Registration and Coff ee Break

9 a.m. to noon Exhibits

9 to 11 a.m. Act 28 of 1992 (2.0 hours) This session is the Act 28 of 1992, Assessors Certifi cation Law course, required for assessors during each recertifi cation cycle. Steve Howe, CPE, Director of Assessment, Dauphin County

9 a.m. to noon Real Estate Litigation (3.0 hours) This popular course will review contemporary assessment legal issues and court cases. Joan Righter Price, AAP Solicitor, Eastburn and Gray, PC

Valuation and Assessment of Aff ordable (Subsidized) Housing (3.0 hours) Our speakers will discuss the various aspects of aff ordable housing - the subsidy mechanism, regulatory agencies involved, the regulatory documents key to understanding the benefi ts and restrictions impacting the value of any aff ordable housing property, information specifi c to Section 8, 202, 42 and 515 housing plus legislation and case law concerning aff ordable housing. Richard J. Drzewiecki, MAI, CPE, President, PA General Certifi ed Appraiser Appraisal & Marketing Associates, Inc. Mark Shonberg, MAI, Senior Managing Director, Valbridge Property Advisors

noon Adjournment



If you have any special dietary or physical accommodations or needs as defi ned by The Americans with Disabilities Act (ADA), please notify the AAP staff in advance of the Conference. Please contact Lori Lawyer at (717) 736-4712 or [email protected] or Terry Cochran at (717) 736-4734 or [email protected].

Make check payable to “AAP” and return with registration form to: AAP Annual Conference, PO Box 60769, Harrisburg PA 17106-0769; phone: (717) 526-1010 fax: (717) 526-1020

2018 AAP ANNUAL CONFERENCE REGISTRATION INFORMATION(Don’t forget to make a copy of this form for your records)

Name ____________________________________________________________________Title _____________________________________(as you want it to appear on your name badge)

CPE Number ___________________________________________ County/Firm _______________________________________________

Phone __________________________________________________ Fax ________________________________________________________

Mailing Address____________________________________________________________________________________________________

Email Address__________________________________Years of Assessment Service___________________

REFUNDS: There will be a $50 service charge for each refund requested before April 13. No refunds will be processed after April 13, 2018. Substitutions are allowed.


Full Conference Rates: Members - $495 Non Members - $595Your registration fee includes Wednesday’s Lunch and Dinner, Thursday’s Lunch and Banquet, Classes, all Breaks and Materials.

Wednesday, April 25Please check the class(es) you wish to attend: B) USPAP (4 Hours, morning) C) Assessment Offi ce Public Relations (3 Hours, morning) D) GIS for Assessment (3 Hours, morning) E) Mock Assessment Trial (3 Hours, afternoon) F) Basic Tax Assessment Math (3 Hours, afternoon)

Thursday, April 26 - Please check the class(es) you wish to attend: G) USPAP (3 Hours, morning) H) STEB and TEDTRAC (3 Hours, morning) I) PA Legislative Process (3 Hours, morning) J) Act 319 (3 Hours, afternoon)

Friday, April 27 - Please check the class you wish to attend: K Act 28 (2 Hours, morning) L) Real Estate Litigation (3 Hours, morning) M) Aff ordable (Subsidized) Housing (3 Hours, morning)

** Recertifi cation forms will be issued based on the classes selected. Amount Enclosed $___________

USPAP ONLY - April 25 and 26 - The USPAP class will be off ered on Wednesday and Thursday mornings and is an additional fee whether or not you are attending the full conference. Member Non member A) USPAP - This fee applies if you attend only USPAP (Half days - April 25 & 26) $195* $300* * (Fee includes USPAP book, instructor fee and lunches only both days.)

A.1) USPAP - This fee applies if you attend USPAP plus the conference $145* $250* * (Fee includes USPAP book and instructor fee; all meals are included in Conference fee)

Room Reservation FormRadisson Hotel Valley Forge

AAP 70th Annual Conference - April 24 to 27, 2018

Name __________________________________________________ County/Firm ____________________________________________

Address _________________________________________________________________________________________________________

City, State, Zip _____________________________________________________________ Phone ______________________________

Email _____________________________________________________(Confi rmations will be emailed to this address)

ROOM RESERVATION INFORMATION

Arrival Date__________ (Check-in: 3 p.m.) Departure Date ___________ (Check-out: 11 a.m.)

Rooming Requests*: ALL rooms are non-smoking Single or Double Occupancy - $163.90/night (rate includes taxes) Triple Occupancy - $174.90/night (rate includes taxes) Quad Occupancy - $185.90/night (rate includes taxes)

Room Choices*: Two Double Beds One King bed* All rooms selections are requests and not guaranteed.

I am rooming with ______________________________________________________________________ (only if applicable)If you are rooming with someone, please fi ll out only one reservation form. One form will make a reservation for both of you. Special Accommodations Needed: ____________________________________________________

Check type of credit card: VISA MasterCard Discover American Express

Card Number __________________________________ Three Digit Security Code___________

Expiration Date__________ Cardholder’s Name Signature ___________________________________

Return Room Reservation Form to:Reservations Department

Radisson Hotel Valley Forge1160 First Avenue

King of Prussia, PA 19406 Phone: (610) 354-8118 FAX: (610) 768-0183

A one night’s deposit per room is required with this form. Enclose your check made payable to the Radisson or include credit card information as requested below. The room reservation deadline is March 27, 2018 at midnight. Our group reservation code is AAP. If you need to cancel your room reservation, please notify the Radisson at least three days before your arrival. Room cancellations received less than three days before the Conference will result in forfeiture of deposit.

Radisson Hotel Valley Forge1160 1st AvenueValley Forge, PA 19406Phone - (610) 337-2000 https://www.radisson.com/king-of-prussia-hotel-pa-19406/pavalley

About the Radisson Hotel Valley ForgeAll rooms at the Radisson have a fl at-screen TV, large work desk, free Wi-Fi, coff ee facilities, complimentary bottled water, a microwave, a refrigerator and a hair dryer. The hotel also off ers a fi tness center and a free shuttle to any destination within fi ve miles of the hotel.

Radisson Hotel’s Credit Card/Debit Card PolicyIf you are using a credit card for your stay at the Radisson, the hotel will au-thorize it upon check-in for the amount of the stay (room and tax plus $50 for incidentals per day) but your card will not be charged until you check out. If

you are using a debit card for your stay, the card will be charged immediately for room and tax plus $50 per day for incidentals. The hotel strongly suggests using a credit card if at all possible.

Dining at the RadissonThe Radisson Hotel Valley Forge is home to several on-site restaurants that cater to any palate, schedule or budget. Kick-start your day with breakfast at American Grill, and wind down the evening with a premium cut of beef at Revolution Chop House. For a taste of Italy, you can try the fl avorful pastas at Italian Market. Indulge in a sushi roll or stir-fry from Asian Noodle, and then celebrate with live music and a wide selection of whiskeys at Valley Tavern.

Parking at the RadissonAll parking for the Radisson is free with over 3,200 spaced available!

Radisson Reward ProgramEnjoy more points, more partners and more places with Club CarlsonSM - the global hotel rewards program from the Carlson Rezidor Hotel Group. Visit www.clubcarlson.com to sign up today!

Valley Forge Visitors InformationValley Forge & Montgomery County - www.valleyforge.org

Experience Valley Forge and Montgomery County, a place rich in history, a region alive in the arts, an outdoor paradise, and the ultimate shopping destination. From historic sites straight out of your textbooks to hidden gems waiting to be discovered, from world-class shopping centers to unrivaled main streets, there is so much waiting for you to discover in Valley Forge and Montgomery County.

Within less than fi ve miles of the Radisson Hotel Valley Forge, you will fi nd an almost unlimited amount of dining and shopping options!

Valley Forge National Historical Park King of Prussia Mall Reading Terminal Market

February 22, 2018

TO: All AAP Members

FROM: Angelia Tennies, CPE, Immediate Past President RE: Nomination for Offi ces of Vice President, Secretary and Treasurer Term 2018-2019 As called for by the Constitution of the Assessors’ Association of Pennsylvania (AAP), Article IV, Section1, nominations are being accepted and considered for the offi ces of Vice President, Secretary andTreasurer of AAP for the 2018-19 term.

If you wish to have your name placed in consideration or if you wish to nominate someone else for any of these offi ces, please submit a resume to Terry Cochran at AAP - mail to PO Box 60769, Harrisburg, PA 17106-0769, fax to (717) 526-1020 or email to [email protected]. If you are nominating a colleague, please be certain they are willing to serve and meet all qualifi cations as listed below. All resumes must be received by April 4, 2017. Resumes received after this date will not be considered for nomination. If you have any questions, please contact Terry at (717) 736-4734. AAP Constitution

Section 1 The following Offi cers of this Association shall be elected at the annual meeting by a majority vote of all members in good standing then present at said meeting: A. President, President-Elect, Vice President, Secretary and Treasurer. B. The President, President-Elect and Vice President may not succeed themselves in offi ce. C. The Secretary and Treasurer may succeed themselves in offi ce for an additional one-year term. D. No person may be a candidate for an Offi cer before fi rst serving at least two (2) years on the Board of Directors. E. They shall all hold over in offi ce until their successors qualify. F. The President-Elect, and Vice President shall automatically move to a higher offi ce on an annual basis.

AAP Monitoring & Disciplinary Procedure/Policy(excerpted from the AAP Policies and Procedures)

Section 11 — AAP Monitoring Procedures a. All AAP sponsored sessions for recertifi cation credit will be monitored by two designated active members to control entrance into and exit from the classroom. The education committee shall in-struct the monitors in the proper procedures. Beyond the normal assigned breaks, each student will be allowed ten minutes during the morning session and ten minutes during the afternoon session to be used towards late arrivals and/or unscheduled breaks not to exceed ten minutes per session.b. Students will be required to sign out and sign in with the monitor noting the times. The offi cial starting time for class shall be the advertised starting time. An offi cial clock/timepiece for each class will be used to record all individual breaks and assigned breaks.c. Failure to comply with this procedure will result in not being issued a certifi cate for the seminar.

Section 12 — AAP Board of Appealsa. The Board of Appeals will consist of three (3) active members and one (1) active member alter-nate to be appointed by the AAP President and approved by the AAP Board.b. Appeals from the decision of the designated monitors not to issue a certifi cate of completion must be submitted with all the facts in writing within ten (10) working days to the AAP Board of Ap-peals. Written review and fi nal action by the Board of Appeals will be given within thirty (30) days. Copies will be furnished to the student, the President and the Chair(s) of the Education Committee.c. In the event that the student is dissatisfi ed with the decision of the AAP Board of Appeals, the student may petition The President and the Chair(s) of the Education Committee within ten (10) working days. The President and the Chair(s) of the Education Committee may pick an additional Offi cer, so the total may be three people. This group shall be called the AAP Executive Board of Appeals. Final action by the Executive Board of Appeals will be given within thirty (30) days.

MONITOR TRAININGIf you volunteer to be a monitor for the Conference classes, you will be required to attend one

of the monitor briefi ng sessions at 8 a.m. on Wednesday or Thursday during the Conference.

AAP Code of ConductEff ective February 1, the AAP Code of Conduct applies to all AAP events, conferences and classes. The code has been published on the AAP website and is included in your Conference materials.

AAP Monitor Volunteer/New CPE/Meal TicketsPlease fi ll out the appropriate portion(s) of this form and send it in with your registration or

send it to Lori Lawyer via fax at (717) 526-1020, email to [email protected] or mail to AAP by April 4, 2018.

Name __________________________________ County/Firm _______________________

Daytime Phone __________________________ Email Address _____________________

AAP Monitor Volunteer

I want to volunteer as a monitor for the following courses:

1st Choice ______________________________________________________________

2nd Choice _____________________________________________________________

New CPEsYes, I am a new CPE and have not been recognized (must be a member of AAP). I will be attending the banquet on Thursday, April 26, 2018.

Extra Meal Tickets

If you would like to purchase extra meal tickets for a spouse or guest who is not registered for the AAP Conference, please fi ll out the information below. Remember, if you are registered for the conference, your meals are included in the registration fee. Please make your check payable to AAP.

Please indicate how many extra tickets you will need:

_____Wednesday Lunch $30

_____Wednesday’s Dinner $52

_____Thursday Lunch $32

_____Thursday Annual Banquet $58

EDUCATION AUCTION!All proceeds benefi t AAP chapter education.

Wednesday, April 25Celebrate the USA!

Wear your red, white and blue!

Don t forget to bring your county s contributions for the AAP Education Auction to be held immediately after our Wednesday night dinner

AAP is holding the regular auction plus a silent auction where bidders make their bids on paper instead of with the auctioneer Our own Larry Shubertfrom Philadelphia County will be our auctioneer for the evening

The AAP is asking each county to contribute three items for the auction. All pro-ceeds from this event go to the AAP Chapter Education Fund which benefi ts all AAP chapters. In order to organize the auction, AAP will need to know what items your county will be donating for the auction. Please send a descrip-tion of your auction items by April 13 to Terry Cochran at [email protected].

Don’t miss this awesome event!

Assessors’ Association of Pennsylvania Assessors’ Association of Pennsylvania (AAP) is pleased to be holding our 70th Annual Conference at the Radisson ... Steve Howe, CPE, Director

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