CCIM INSTITUTE MINUTES OF THE MEETING Designation Committee Monday, April 19, 2010 Sheraton New Orleans Hotel – New Orleans, LA Committee Members Present: Barbara Monahan, CCIM, Chairman; Tom Wallin, CCIM, Vice-Chairman; Skip Duemeland, CCIM, Immediate Past Chairman; Phil Crane, CCIM, Presidential Liaison Frank Simpson, CCIM, 2012, President Quentin Caruso, CCIM Robert Di Pietrae, CCIM Vikki Keyser, CCIM Mac McClure, CCIM William Stallings, CCIM Molly Mosher-Cates, CCIM Gene Trowbridge, CCIM Jay Verro, CCIM Gerrie Watson, CCIM Committee Members with Excused Absence: Nick Miner, CCIM; Carmela Ma, CCIM Bob Ward, CCIM Others CCIM Members Present: B.K. Allen, CCIM Stan Armstrong, CCIM Jeanne Barreta, CCIM Daryl Crotts, CCIM Leil Koch, CCIM Mark Macek, CCIM Lynn Mitchell, CCIM Patricia Tesluk, CCIM Butch West, CCIM Rhonda West, CCIM Staff: Gail Collins; Aida Wahmann; Dave Miller Call to Order, Monday, April 19, 2010 The meeting was called to order at 3:00 p.m. by Barbara Monahan, CCIM the Committee Chair. There were introductions by committee members and guests. A MOTION was duly made and seconded to accept the Designation Committee minutes of the meeting on October 14, 2009 in Honolulu, Hawaii. The motion was PASSED. Monahan referred to the Conflict of Interest Policy for all committee members. International Activities Aida Wahmann requested that the Designation Committee allow Senior Instructors that are in sponsored countries teaching courses the authority to proctor a Comprehensive Examination if the country had followed the guidelines and meet the criteria to host a Comp Exam. A MOTION was duly made and seconded to allow CCIM Senior instructors the authority to proctor approved countries the Comp Exam as needed. The motion was PASSED.
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CCIM INSTITUTEMINUTES OF THE MEETING
Designation CommitteeMonday, April 19, 2010
Sheraton New Orleans Hotel – New Orleans, LA
Committee Members Present:Barbara Monahan, CCIM, Chairman;Tom Wallin, CCIM, Vice-Chairman;Skip Duemeland, CCIM, Immediate PastChairman;Phil Crane, CCIM, Presidential LiaisonFrank Simpson, CCIM, 2012, PresidentQuentin Caruso, CCIMRobert Di Pietrae, CCIMVikki Keyser, CCIMMac McClure, CCIMWilliam Stallings, CCIMMolly Mosher-Cates, CCIMGene Trowbridge, CCIMJay Verro, CCIMGerrie Watson, CCIM
Committee Members with Excused Absence:Nick Miner, CCIM;Carmela Ma, CCIMBob Ward, CCIM
Others CCIM Members Present:B.K. Allen, CCIMStan Armstrong, CCIMJeanne Barreta, CCIMDaryl Crotts, CCIMLeil Koch, CCIMMark Macek, CCIMLynn Mitchell, CCIMPatricia Tesluk, CCIMButch West, CCIMRhonda West, CCIM
Staff:Gail Collins; Aida Wahmann; Dave Miller
Call to Order, Monday, April 19, 2010
The meeting was called to order at 3:00 p.m. by Barbara Monahan, CCIM the Committee Chair. Therewere introductions by committee members and guests.
A MOTION was duly made and seconded to accept the Designation Committee minutes of themeeting on October 14, 2009 in Honolulu, Hawaii.
The motion was PASSED.
Monahan referred to the Conflict of Interest Policy for all committee members.
International Activities
Aida Wahmann requested that the Designation Committee allow Senior Instructors that are insponsored countries teaching courses the authority to proctor a Comprehensive Examination if thecountry had followed the guidelines and meet the criteria to host a Comp Exam.
A MOTION was duly made and seconded to allow CCIM Senior instructors the authority to proctorapproved countries the Comp Exam as needed. The motion was PASSED.
Comprehensive Exam
Monahan reported that there were two sessions of the CCR and two sessions of the Comp Exam dueto the increase of candidates interested in completing or were held over from Hawaii.
A MOTION was duly made and seconded to approve the 286 exam candidates on Tuesday, April 20,2010 and the retake on Wednesday, April 21, 2010, contingent on the candidates passing thecomprehensive examination
The motions PASSED
Membership Status Change Requests
A MOTION was duly made and seconded to approve Life Member Status for the followingapplicants:
William Conway, III, CCIM Aurora, COLinda Folkestad, CCIM Lake Oswego, ORDouglas J. Groppenbacher, CCIM Tempe, AZGeorge Hancock, CCIM Lincoln, NEJohn Michael Jackson, CCIM Dallas, TXRichard C. Stanland, Jr., CCIM Columbia, SC
The motion was PASSED
Gail Collins reported that there were two types of leave of absence applications submitted this year.There were those that met the criteria and others that were specifically financial related. Thecommittee discussed in detail the state of the economy and voted to approve all leave of absencerequests.
A MOTION was duly made and seconded to approve the 48 leave of absence requests. Seeaddendum for names of those approved.
The motion was PASSED
A MOTION was duly made and seconded to approve retired status for the following applicants:
Ben Dyer Houston, TX
Mary Holman Reno, NV
Joe Maxey Edmond, OK
Read Miller Vista, CA
Peter Naumburg Albuquerque, NM
Edward Neill San Diego, CA
Leo Nowak Cary, NC
Alan Prickett Austin, TX
Paul Redd Miami Beach, FL
G. Tidwell Semmes Memphis, TN
The motion was PASSED
CCIM Merchandise/Apparel Work group Report
A MOTION was duly made and seconded to approve the new guidelines for use of CCIMmerchandise and apparel.
The Motion was PASSED
Portfolio
Monahan reported that a workgroup consisting of her, Tom Wallin, CCIM, Rhonda West, CCIM andGail Collins had been working consistently for the past two months to develop a platform that wouldstreamline the Portfolio submission process that would make the online submission process moreefficient.
A MOTION was duly made and seconded to approve the Online Resume Submission requirementsfor all candidates effective immediately. The candidates must commit to the online resume submissionby July 1, 2010. Candidates must complete the Online Portfolio process by the published deadline.(See addendums)
The motion was PASSED
Wallin reported that there were additional changes needed in the current portfolio process to furtherclarify several categories and the grading process.
A Motion was duly made and seconded to approve the revision and amendments to Portfoliorequirements. (See addendums)
The motion was PASSED
At 5:00 p.m., There being no further business the meeting was adjourned.
The following documents are all available on BlackBoard.
Addendum IOnline Resume Submission requirements
Addendum IIPortfolio requirements
Addendum IIIList of Leave of Absence Applicants
The following documents are all available on BlackBoard.
Addendum IOnline Resume Submission requirements
Addendum IIPortfolio requirements
Addendum IIIList of Leave of Absence Applicants
ONLINE RESUME OF QUALIFYING EXPERIENCE BETA TEST WHITE PAPER
The Online Resume of Qualifying Experience Beta Test will serve to:
Test the software & other components for Online
Submissions ss Give graders the opportunity to review & improve an Online Grading ProceBring current Non‐Members back to the Institute
ily Give experienced commercial professionals an opportunity to more easovercome the hurtle of assembling the portfolio
Most Importantly: it may lay the foundation for streamlining the entire designation process for all candidates
*Please be advised that websites, email addresses and return addresses in the documents are
at this point merely “placeholders”. Once approved, correct information will be inserted. *Some questions will be answered by going through the forms. I. The Beta Test Group will be comprised of approximately 3,000 of our candidates (current
and recently non‐current) who have not submitted a portfolio. 2,500 have completed all four core courses and about 500 have completed 3 courses.
The Beta Test will:
p. They must A. Potentially bring in non‐current candidates boosting our membershipay their candidate dues to be eligible for Beta Test Participation
B. Give hesitant candidates an alternative for qualification to reach the comprehensive exam. The current portfolio requirements are a road block for many candidates
C. Present an incentive for those who took 3 classes to take the 4th course within a e year and take their exam within the next 3 national meetings. A plus for both th
Institute and Chapters D. Candidates will be “asked” if they are a member of a Chapter and will be asked for a
recommendation from a CCIM Designee and a Chapter Representative. (1) Although not mandating Chapter membership, these requests will give the candidate 2 opportunities to learn more about the designation and chapter benefits on a personal basis and the chapter will have direct contact with the candidate.
E. The Beta will give us a test to streamline the designation process and accomplish on‐line submission which will make the process more efficient and reduce grading costs. (Working through this procedure will allow us to work out the kinks & present a well thought out plan for all candidates in October)
II. If p se mmediately
foll ias d, this group will be “invited” to be part of this special group i
ow ng the April Meetings.
A. They must commit to participating in the Beta by July 1, 2010 B. Their commitment will be made with a $100 application fee C. The commitment will allow us to better plan and budget for grading, exams and
additional students in our courses D. It will also give us a reading of those who probably will not renew membership.
Some of these former candidates have already been contacted in a membership campaign
ONLINE RESUME OF QUALIFYING EXPERIENCE BETA TEST WHITE PAPER
I
II. The emphasis is on QUALIFICATION rather than on presentation of CCIM skills and should leve hl t e playing field for those who work full time in a commercial profession.
tment A. They must have Five years experience in a commercial company or depar B. They will submit a Professional Resume of their Commercial Experience (Employment History) over the past five years
C. They will submit a Summary of their Qualifying Activities, Transactions, Projects or tute Work Product with verification. The affidavit will be sent directly to the Insti
by a CPA, CFO or company financial department. D. They must provide at least three (3) recommendations. These will be sent or
scanned & emailed directly to the Institute from a: (1) CCIM Designee (2) a Client (someone whom the candidate has worked in a professional capacity) (3) a local Chapter Representative (Officer or appointed person) a. Each chapter may select an officer, a candidate guidance chair or other designated person/people to handle the recommendation process. This will depend on the size and makeup of the chapter.
b. If a candidate lives in a remote area (100+ miles), we will give them a substitute for this recommendation
IV. Applicants must still comply with all other designation requirements which are restated for them on the “Application” and they must maintain their candidacy.
V. Applicants will be able to fill out all necessary forms and submit information online I. The application itself allows the candidate to convey their experience in a commercial real Vestate profession.
II V
. Following are the forms applicants will fill out for their submission
A. Cover She et B. Application for Online Resume of Qualifying Experience Agreement
ience Submission cts/Transactions History (5 years)
C. Online Resume of Qualifying Exper
D. Summary of Commercial Business/ProjeE. Commercial Transaction Affidavit
ecommendation Form F. Verification and R VIII. Submission Grading
A. Candidates may submit at any time after they commit, but must be in before the portfolio deadline to sit for the next exam (see Beta Test Agreement)
B. Most of the early grading will be done at the August grading session. However, if there are early submissions, the taskforce may grade some to review the process.
C. Grading future Beta Test Online submissions will be discussed and a procedure for grading off site will be put in place.
CCIM Institute Beta Test
Application for Online Resume of Qualifying Experience Application Process: CCIM is conducting a beta test for online submittal of a Resume of Qualifying Experience in lieu of the standard process to submit a Portfolio of Qualifying Experience. The application procedure, conducted pursuant to the terms of CCIM’s Bylaws, seeks to assure that applicants for CCIM Designation are fully and fairly evaluated in terms of qualification criteria stated in the Policy Manual. Designation will be conferred upon all persons demonstrating achievement of the applicable criteria.
To earn the CCIM Designation through the general candidacy program, you must complete the following requirements:
• Become a Candidate of the Institute (The only requirement for Candidacy is to enroll in a course). • Successfully complete all four Designation Courses (CI101, CI102, CI103, and CI104). • Successfully complete the online CCIM Ethics Course • Earn two elective credits. Elective credits can be earned through multiple sources including completing
the Introduction course, attending the Course Concepts Review program, attending a CCIM Networking Event, attending a CCIM Conference or Symposium, Candidacy (one credit for every year of continuous candidacy up to three credits), completing a CCIM Online Education course, or Transfer Elective Credits (pdf).
• Submit the Portfolio of Qualifying Experience before taking the final exam. The Portfolio may be submitted any time after the completion of CI101. Volume requirements may be met in one of three ways:
1. One or more qualifying activities totaling a minimum of $30 million. OR; 2. Exactly 10 qualifying activities that must total $5 million or more; OR; 3. In the event you're not able to provide 10 qualifying activities that total $5 million or more, you
must submit 20 qualifying activities without regard to total volume; • Successfully pass the Comprehensive Exam presented twice a year. Registration for the Comprehensive
Examination will only be accepted if the designation class requirements are met, elective credit requirement fulfilled and the Portfolio of Qualifying Experience has been approved by the Designation Committee.
Please note that in order to take part in this beta test of the online Resume of Qualifying Experience (which will replace the need to submit the standard Portfolio of Qualifying Experience), you MUST commit in writing by July 1, 2010. You will also need to complete the above remaining items in order to earn the CCIM Designation.
Your commitment requires:
a. Completed online Resume of Qualifying Experience beta test agreement
b. Commit to attend Course Concepts Review and take the CCIM Comprehensive Exam within 18 months
c. If you are not already a CCIM Candidate, you must apply for Candidacy and pay in full by July 1, 2010. As a Beta Test applicant you must be a CCIM Candidate in good standing until you earn your CCIM Designation
CCIM Institute Beta Test
Online Resume of Qualifying Experience Agreement
Please note that in order to take part in this Online Resume of Qualifying Experience beta test you MUST complete this form and return it to the CCIM Institute by July 1, 2010. If you have not paid your Candidate Dues this year, they must be paid in full by July 1, 2010, and remain paid in full until you earn your CCIM Designation.
Date:
_____________________________________________
Name: _____________________________________________
Company: _____________________________________________
Business Address: _____________________________________________
City/State/ZIP Code: _____________________________________________
Business Phone: _____________________________________________
Email Address: _____________________________________________
□ All of my required education coursework, including the Online Ethics Course will be completed 30 days prior to the CCR and Comp Exam and this registration is contingent upon approval of my Online Resume of Qualifying Experience and all recommendations.
I will submit my application and to take the CCR and Comp Exam in the following location:
Please circle your choice below.
Submission Deadlines CCR and Comp Exam date Location August 12, 2010 October 19‐21, 2010 Orlando, FL February 1, 2011 April 13‐15, 2011 Washington, DC August 1, 2011 October 10‐12, 2011 Phoenix, AZ
Signature: _____________________________________________________
Please submit or email agreement to Designation@ccim.
CCIM INSTITUTE Beta Test
For Online Resume of Qualifying Experience Submisson
1. Last Name: ____________________ Middle Initial: _____First Name: ________________________
Date of Birth: _____________________ 2. Home Address: _____________________________________________________________________ City:_________________________________ State: ________________ Zip: __________________ 3. Telephone: Office: __________________ Cell: ___________________ E‐mail: __________________ 4. Employment History – in addition to the information below, it will be necessary to attach a
complete professional resume. The Applicant must have a minimum of 5 years of experience in commercial real estate.
Current Employer: ___________________________________________________________________ Address: ___________________________________________________________________________ City: _ ________________________________ State: ________________ Zip: __________________ Title: ____________________________________ Dates: ___________________________________ Job Description and Responsibilities: ____________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ Previous Title (if any): ____________________________Dates:_______________________________ Job Description and Responsibilities: ____________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ Previous Employer (if with current employer for less than 5 years): Company __________________________________________________________________________ Address: ___________________________________________________________________________ City: _________________________________ State: ________________ Zip: __________________ Title: ____________________________________ Dates: ___________________________________ Job Description and Responsibilities: ____________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ Previous Title (if any): ___________________________ Dates:_______________________________ Job Description and Responsibilities: ____________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ 5. Other Commercial Real Estate Experience: ______________________________________________ __________________________________________________________________________________ __________________________________________________________________________________
6. Educational Background: High School: _______________________ Graduate(Y/N):______________ Year:_______________ College: ___________________________ Degree: ___________________ Year:________________ College: ___________________________ Degree: ___________________ Year:________________ Post Graduate: ______________________________ Degree:_______________ Year: _____________ Other Relevant Education: _____________________________________________________________ 7. Other Professional Real Estate Designations Held: _______________________________ 8. Do you now or have you held a Real Estate Sales Person/Broker License, or other real estate related license? If so, please give details: State: _______________ Date First Issued: _________________ Type: _______________________ State: _______________ Date First Issued: _________________ Type: _______________________ 9. Do you belong to a local CCIM Chapter? If so, which one and how long? Chapter: ____________________________ Dates:_________________________________ Chapter: ____________________________ Dates:_________________________________ Leadership or Chair Positions (if any)_____________________________________________ 10. Years of Experience in Qualifying Activities – for a more complete description of the categories
below, and current minimum volume requirements go to the Portfolio Requirements listed on the CCIM Website at www.ccim.com/candidate/portfolio: PUT CORRECT SITE
o Commercial Real Estate Leasing Broker/Agent _______ Years o Commercial Sale/Purchase/Exchange Broker/Agent _______ Years o Commercial Real Estate Investor/Owner _______ Years o Commercial Real Estate Developer _______ Years o Commercial Real Estate Appraiser _______ Years o Commercial Real Estate Managing Broker/Officer _______ Years ______ # of Agents o Commercial Real Estate Lender/Financer _______ Years o Commercial Real Estate Fee Consultant _______ Years o Commercial Real Estate Asset/Portfolio Manager _______ Years __________ # of Properties in Portfolio ____________Portfolio Sq. Ft. o Commercial Property Tax Consultants ________ Years ______ Avg # Cases per year _______ Volume of Tax Cases o Corporate Real Estate Executive _______ Years as Corp. RE Executive
___________ Portfolio or Projects Sq. ft. ______ # of Properties/Site in Portfolio If above is not appropriate, give scope, volume, etc. of the commercial real estate you work with 11. Commercial Activity Summary Affidavit: A summary of all commercial real estate activities, in which you were substantially involved and were closed or completed during the past five (5) years, must be included along with an Affidavit from your supervising Broker, company CFO, or CPA associated with that time period. The Affidavit must be sent directly to the CCIM Institute by the individual signing the Affidavit. Please list the Affidavits that will be sent directly to the CCIM Institute:
Name: ____________________________ Company: ___________________________________ Transaction Time Period: _________________________________________________________ Name: ____________________________ Company: ___________________________________ Transaction Time Period: _________________________________________________________ Name: ____________________________ Company: ___________________________________ Transaction Time Period: _________________________________________________________ Name: ____________________________ Company: ___________________________________ Transaction Time Period: _________________________________________________________ Name: ____________________________ Company: ___________________________________ Transaction Time Period: _________________________________________________________ 12. Letters of Recommendation – It is necessary to have at least three (3) Letter of Recommendation Forms filled out, signed, and sent directly to the CCIM Institute from one (1) current CCIM Designee (not personally related to you or are part of the same company), one (1) commercial real estate client, and one (1) from local chapter officer or authorized representative. The Letter of Recommendation Form can be downloaded from the CCIM Website @www.ccim.com/_________ PUT PROPER PAGE If you are 100 miles or more from a CCIM Chapter and are not a member of a chapter, please contact Samantha Carter at the CCIM Institute at [email protected] and a substitute for this requirement will be arranged. Please list the CCIM, Your Client and the Chapter Representative who will complete the verification and recommendation form: CCIM Name: ___________________________________________________ Company: ___________________________________________________ Address: _____________________________________________________ City: ___________________________ State: ______________ Zip:________ Phone: _____________________ E‐mail Address: _______________________ Client Name: ___________________________________________________ Company: ___________________________________________________ Address: _____________________________________________________ City: ___________________________ State: ______________ Zip:________ Phone: _____________________E‐mail Address: ______________________ Chapter Representative Name: ____________________________________ Company: ___________________________________________________ Address: _____________________________________________________ City: ___________________________ State: ______________ Zip:________ Phone: _____________________E‐mail Address: ______________________
13. Ethical Practice.
a) Are you or have you ever been a party to a lawsuit involving your professional services as a real estate practitioner? If yes, include a letter of explanation. � Yes � No
b) Are you or have you been involved in any litigation involving your financial responsibility as a real estate
practitioner? If yes, include a letter of explanation. � Yes � No
c) Has been alleged to have acted unethically in a real estate transaction? � Yes � No
d) Has had a professional license suspended or revoked by a real estate licensing authority? � Yes � No
e) Has been charged with a violation of licensing law before a real estate licensing authority? � Yes � No
f) Has been convicted of a crime (other than a minor traffic violation)? � Yes � No If your answer to any of these questions is yes, please provide an explanation.
Application Fee Payment: Application Fee is $100 (US dollars). This is a nonrefundable fee. □ A check, payable to CCIM, is enclosed. □ Charge my credit card: □ American Express □ MasterCard □ Visa Account Number __________________________________Expiration Date ________________________ Name on Card ____________________________________Signature _____________________________
I affirm that the information included in this application, CCIM Activity affidavit, and all supporting documentation, is true to the best of my knowledge. I understand that CCIM reserves the right to request additional documentation to support my application. Signature (required): ________________________________________Date:________________________ Please print an exact copy then submit your application. If you have questions, please contact the CCIM Institute Designation Team Phone: 800/621‐7027 ext.4535 or 4472; fax: 312/321‐4530 Email: [email protected]
PLEASE SHOW WHAT COMMERCIAL BUSINESS/ PROJECTS/TRANSACTIONS YOU HAVE DONE OVER THE PAST FIVE (5) YEARS (NO OLDER)
Although not mandatory to add more, we would like to see your commercial work over the past five years.Although not mandatory to add more, we would like to see your commercial work over the past five years.
_____Volume is based on 20 commercial real estate transactions of any size
_____Volume is based on exactly 10 commercial real estate transactions that total 5 million US dollars or more_____Volume is based on 1 or more commercial real estate transactions that total 30 million US dollars or more
#NAME & FULL ADDRESS O
PROPERTYF
DATECOMPLEor CLOS
TED ED
TYPROP
PE ERTY
SIZEZON
DESCR
, AGE, ING, & IPTION
ROPRO
LE &/or FESSION
VOLUME/ DOLLAR VALUE
OTHERPARTIE
& TH
AGENT(S)/ S INVOLVED EIR ROLE
NOTES or FURTHER DETAIL on PROPERTY
or PROJECT
Exa
mple
s ABC RETAIL CENTER 2/28/2010RET
(Strip CAIL enter)
20,020
00 SF, 05
BROKER $2,250,000 JOE SMITH ABC REALTY HENRY JONES
1234 MAIN STREET Development C-4, Strip CtrSELLING AGENT
BUYER'S AGENT FROM MY FIRM
CITY, ST/COUNTRY, ZIPCODE Project, etc.. 70% Occupied Lender CO-BROKERED1
2
3
4
5
6
7
8
9
10TOTAL 0
PLEASE SHOW WHAT COMMERCIAL BUSINESS/ PROJECTS/TRANSACTIONS YOU HAVE DONE OVER THE PAST FIVE (5) YEARS (NO OLDER)
Although not mandatory to add more, we would like to see your commercial work over the past five years.Although not mandatory to add more, we would like to see your commercial work over the past five years.
#NAME & FULL ADDRESS O
PROPERTYF
DATECOMPLEor CLOS
TED ED
TYPROP
PE ERTY
SIZEZON
DESCR
, AGE, ING, & IPTION
ROPRO
LE &/or FESSION
VOLUME/ DOLLAR VALUE
OTHER/PARTIE
& TH
AGENT(S) S INVOLVED EIR ROLE
NOTES or FURTHER DETAIL on PROPERTY
or PROJECT
11
12
13
14
15
16
17
18
19
20
SUBTOTAL 0
TOTAL 0
Commercial Transaction Affidavit
For Online Resume of Qualifying Experience Beta Test
This form must be submitted by applicants for applying for the beta test of the Online Resume of Qualifying Experience.
Applicant Name: ___________________________________ Date: _________________________
To be completed by the applicant’s managing broker, CFO or a CPA:
I certify that the above‐named candidate for the beta test of the Resume of Qualifying Experience.
1) Has met the minimum commercial real estate activity requirement as follows (check one)
_________ One or more qualifying activities totaling a minimum of $30 million
_________ Exactly 10 qualifying activities that must total $5 million or more
_________ 20 qualifying activities without regard to total volume
2) I have reviewed the attached Commercial Activity Summary and verify the candidate’s material participation in each activity from the period ____________ to _______________ in which they were in my supervision.
Certification by the candidate’s firm’s managing broker, CFO or a CPA is required. I hereby declare under penalty of perjury that the activity information provided about is true and accurate to the best of my knowledge.
Signature: __________________________________ Date:_________________________________
Name (printed): ___________________________ Title:____________________________________
Phone: ________________________________ Email address:_____________________________
To be completed by the candidate:
I certify that the above information is correct to the best of my knowledge. I have documentation available and am prepared to produce it at the request of CCIM.
Signature: ________________________________ Date:___________________________________
Please upload this form and submit with all required contents for the Online Resume of Qualifying of Experience.
Please note: You must submit an affidavit form for each company that you have worked for in the past five years.
If you have any questions, please contact the CCIM designation team at 800/621‐7027 ext. 4535 or 4472 or email [email protected].
Verification and Recommendation for CCIM Designation Applicant Full Name ____________________________________ Date _________________ APPLICANTS: Insert your name and today’s date on the line above and send a copy of this Verification & Recommendation Report to each of the three individuals you listed in your application. CCIM’s Designations Committee cannot review your application until your complete application package, including three favorable recommendations, has been received at CCIM’s Headquarters.
If you are 100 miles or more from a CCIM Chapter and not a member of a local CCIM Chapter, please contact Samantha Carter at the CCIM Institute and a substitute for this requirement will be arranged.
RECOMMENDATION: The above named applicant is requesting that you provide an official recommendation to support his/her online resume of experience.
• Applicants are required to submit a number of documents that demonstrate they have achieved the designation criteria and standards adopted by CCIM.
• These documents include recommendation statements by current CCIM Designees and Clients. • This form, when completed with the requested information, will constitute a statement by which you will
be attesting to the professional qualifications of the applicant. • Verification and Recommendation forms must come from CCIM Designees who are from the same
chapter, but from a different firm or affiliate, than the applicant. • Chapter Recommendations should be from Leadership or an Appointed Representative. If not familiar
with the applicant, they should arrange an interview or establish other criteria for the recommendation. After completing this form, DO NOT RETURN TO THE APPLICANT – send to CCIM Institute Headquarters at the address or e‐mail on the last page. If any of your answers exceed the space available below the question, please continue your answer on a separate sheet of paper and include it with your response.
Are you familiar with CCIM designations requirements? � Yes � No If your answer is no, please visit the CCIM website (www.ccim.com) and click on Designation to review the requirements. Do you believe that the applicant meets these requirements? � Don’t know � Yes � No Do you have direct knowledge of the applicant's professional activities? � Yes � No If your answer is yes, please describe your professional experiences with the applicant. Is the applicant currently engaged on a full‐time basis as a commercial practitioner? � Yes � No When and under what circumstances did you first become acquainted with the applicant in a professional context? Please describe your perceptions of the applicant's professional strengths and weaknesses. Could you please comment on the applicant’s commercial competence and knowledge? Have you personally been involved in one or more commercial transaction(s) in which the applicant has participated on a professional basis? � Yes � No
If your answer was yes, please describe your most recent experience(s), with an emphasis on the nature of the applicant's professional conduct, and with a frank assessment of the competence of the applicant's professional performance. Do you have any knowledge or reason to believe that the applicant:
Has been alleged to have acted unethically in a real estate transaction? � Yes � No Has had a professional license suspended or revoked by a real estate licensing authority?
� Yes � No Has been charged with a violation of licensing law before a real estate licensing authority?
� Yes � No Has been convicted of a crime (other than a minor traffic violation)? � Yes � No Has been alleged to have acted dishonestly, fraudulently, unlawfully, in derogation of his or her fiduciary responsibilities, or to have breached an obligation of faith or trust? � Yes � No Has been involved in any other civil or criminal proceedings in which his or her character or reputation has been called into question? � Yes � No
If your answer to any of these questions is yes, please provide an explanation.
All candidates and designees of CCIM are required to uphold CCIM’s Code of Ethics. Are you familiar with the Code? If your answer is no, please visit the CCIM website (www.ccim.com) and click on? to review the Code of Ethics. � Yes � No If your answer is yes, do you know of any activity or practice in which the applicant has been involved which may have violated the Code? � Yes � No If your answer is yes, please provide a full explanation of the nature of the activity or practice, and on what basis you believe that the applicant's conduct may have violated the Code. Using a separate page, please identify specific articles or standards of practice that you believe may have been violated. VERIFICATION and RECOMMENDATION The information that I have provided in this Verification and Recommendation Report is, to the best of my knowledge, true and correct. By signing this document, I Do Do Not recommed this candidate for the CCIM designation. Date Completed _____________________________________________________ Signature (required) __________________________________________________ Printed Name _______________________________________________________ Company ___________________________________________________________ City, State___________________________________________________________ Business Phone _______________________________ E‐mail Address:__________________________ Send this form ‐‐ IN CONFIDENCE ‐‐ directly to the Designation Department CCIM Institute 430 North Michigan Avenue, Suite 800 Chicago, IL 60611 Phone: 312‐321‐4535 Fax: 312‐321‐4530 Or scan and send to: [email protected]
REVISIONS/AMENDMENTS TO CURRENT PORTFOLIO REQUIREMENTS
As CCIMs, we profess to be EXPERIENCED PROFESSIONALS. Both of these requiretime and training in a commercial profession. Our Core Courses give the Educationcomponent and when candidates are at the threshold of attaining the designation,we should be asking “Do you have experience?” “Have you had time to hone yourskills at working with your clients?
1. ELIMINATE THE REQUIREMENT TO DISCUSS AND DEMONSTRATE CCIMSKILLS FROM THE PORTFOLIO REQUIREMENTS
This has been the stumbling block for many years and has prevented many qualifiedcandidates from continuing on to the designation. Many qualified commercialprofessionals are stymied by this element. Compelling reasons to eliminate thisrequire are:
CCIM Skills are already tested in the Comp. Exam.
Many of the activities submitted in Portfolios did not require real use of CCIMSkills
Eliminate un-necessary time, effort, and portfolio bulk caused by preparationof the CCIM Skills narrative and worksheets.
Eliminate the cause of many initial Portfolio disqualifications.
Save time and effort in the Portfolio grading process.
Spend more of our limited time on verifying their actual qualifications ascommercial real estate professional.
2. ELIMINATE THE 1 OR MORE ACTIVITY AT FOR 30 MILLION DOLLAR OPTIONThis will leave THE 10 AND 20 ACTIVITY OPTIONS AS THEY ARE NOW. (Submit 10Activities with any volume over $5 million and 20 if they don’t have $5 million involume over the past 5 years)
Very few Candidates apply under this category. However, many (perhaps most) thatdo apply are stating that their role was “part of a team” that caused the activityhappen. Problems arise because:
Often difficult to determine true “material participation in the activity.
Many “assistants, interns, and administrative personnel” are applying andoccasionally slipping by the Graders.
Requires a great deal more time on the part of a Grader to investigate the twopoints above.
Often Candidates with very little length of time in the “business” arequalifying because they were extremely lucky to land one big activity, whichdoes not make them experiences real estate professionals.
Requiring a minimum number of 10 Activities ensures the greater chance theCandidate has real experience in commercial real estate.
3. ADD FIVE (5) YEAR EXPERIENCE REQUIREMENT FOR NON-TRANSACTIONAL CANDIDATES into our present Requirements.
Although we have been designating non-transactional (generally corporate)commercial professionals for 15 years, we have not done a good job at reaching outto them nor at clarifying what they have to do in submitting their portfolios.
Even though we have made a multitude of changes and improvements to our formsand information, it is still a murky trail for those in these professions. We haveactually named many of these professions clearly on the Online Submission form,but for those still submitting under the present process, it will assist them. Becausethere was no clear classification for these professions, they were stuck in theConsulting Category and the things they were asked to do did not conform withtheir daily responsibilities.
Suggested Category : Non-Transactional Commercial Professionals.This category is made up of those full time commercial professionals whoseprimary function is a substantial contribution to commercial property, but whichdoes not include brokering an actual transaction.
Requirement: Non-Transactional Commercial Professionals would need to provethat they have held their position for at least five (5) years.
Example: An Asset Manager that can’t prove material participation in transactionswould have to provide documentation that they have held the title of “AssetManager” for the past five (5) years, along with a full description of their job duties.
Examples: This category can include, but is not limited to:
Asset Managers/Portfolio ManagersCommercial Property Tax ConsultantsCorporate Real Estate Department (Leaders/Officers)Large Brokerage Officers/Managers
First Name Last Name Location
Raymond Anderson Miromar Lakes, FL
Gary Ascher Plymouth, MN
Leigh Budlong Sausalito, CA
Charleen Burgio Hendersonville, NC
Frank Bush Columbia City, IN
Tyler Cooper New York, NY
Wendy Copisarow Kerrville, TX
Jan Cross Ponte Verdra Beach, FL
Nicholas Daddis Scottsdale, AZ
John D'Aloise Oviedo, FL
Douglas Davis Columbus, OO
Gregory Dorward Ephrata, PA
Harry Doyle Las Vegas, NV
Betsy Dupree San Antonio, TX
Scott Ernest Charlotte, NC
Sheri Freed Huntington Beach, CA
Cathy Gallmeyer Fort Wayne, IN
R. James Garner Raleigh, NC
Matthew Greenspon Cary, NC
Kent Guinn Overland Park, KS
Marlin Harless Zionsville, IN
T. William Herreran Carolina, PR
Paula Hutcheson Carolina, PR
Mardi Katz Miami Beach, FL
Susan Lanna Schererville, IN
Lewis Lees Pittsburgh, PA
Alec Luta Hendersonville, NC
James Maciej Eden Prairie, MN
Sandra Marbot Cape Coral, FL
James McInnis Macon, GA
Read Miller San Diego, CA
Debra O'Regan Vista, CA
Daniel Parsons Wethersfield, CT
Edward Pitts Columbia, SC
Alan Powers Palm Harbor, FL
Teresa Reichwein Visalia, CA
Zaran Sayre Federal Way, WA
Alfred Sharp Fredencksburg, VA
Edwin Smith Memphis, TN
Spencer South Enfield, CT
Timothy Spernak Birmingham, AL
Michael Stuhlmiller Anchorage, AK
Randy Walsh San Diego, CA
George Wildasin San Antonio, TX
Francine Wixen Coeur D'Alene, ID
Harry Bennett Boca Ration, FL
Scott Ernest Charlotte, NC
Ray Moore Orange Park, FL
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