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BOARD OF DIRECTORS MEETING

April 25, 2014 Salem, Oregon


BOARD OF DIRECTORS April 25, 2014 Salem OR AGENDA I.

CALL TO ORDER - President Amy Graham

II.

INVOCATION PLEDGE OF ALLEGIANCE

III.

APPROVAL OF MINUTES - (pp. 1-5)

IV.

CONSENT AGENDA (p. 7)

V.

PRESIDENT’S REPORT – Amy Graham A. Introduction of Guests B. Oregon Real Estate Agency Report – Gene Bentley, Commissioner

VI.

EXECUTIVE OFFICER’S REPORT – John Wallace, Chief Executive Officer

VII.

EXECUTIVE COMMITTEE REPORT – Colin Mullane (p. 15) A. Finance Review Committee – Dave Koch, Chair B. Report of audited financials for 2013 – Ed O’Hanlon of Bottaini, Gallucci & O’Hanlon, P.C.

VIII.

ELECTIONS A. OREGON ASSOCIATION OF REALTORS® 2015 President-elect (pp. 17-28) B. Report on Elections of Districts Vice Presidents – John Hoops (pp. 29-43)

IX.

KEY COMMITTEE REPORTS A. Business Issues – Margaret Page (pp. 45-46) B. Government Affairs – Don Robertson (p. 47) C. Political Affairs – Heather Benjamin (p. 48) D. Professional Development – Debra Gisriel (p. 49)

X.

SPECIAL COMMITTEE REPORTS A. ORPAC/RPAC – Alan Mehrwein (pp. 50-51) B. Elections Committee – John Hoops (p. 52) C. My REALTOR® Party – Debbie Laue (p. 53) D. Legal Action – Steve Lucas E. Professional Standards – Deana Doney (p. 54) F. ROTY – Alan Mehrwein (p. 55) G. Association Executives Forum – Frank Lessing

XI.

OREF REPORT – George Grabenhorst (p. 56)

XII.

HOME FOUNDATION REPORT – Debbie Price (p. 57)

XIII.

REGION 12/NAR REPORT – Rick Harris

XIV.

NEW BUSINESS

XV.

ANNOUNCEMENTS A. Next Board of Directors Meeting – September 12, 2014, Sunriver Resort (Bend), Oregon B. Other

XVI.

ADJOURN


OREGON ASSOCIATION OF REALTORS® 2013 BOARD OF DIRECTORS September 28, 2013

Sunriver, Oregon

DRAFT MINUTES

I. CALL TO ORDER – Eva Sanders, President, called the regularly scheduled meeting of the Board of Directors to order at 8:12 a.m. A quorum was present. (Attendance record is on file). President Sanders introduced the head table. II.

INVOCATION – Region 2 DVP Don Robertson gave the invocation.

III.

PLEDGE OF ALLEGIANCE – George Grabenhorst led the Pledge of Allegiance

IV. APPROVAL OF MINUTES – The minutes of April 19, 2013 were approved as distributed. V. CONSENT AGENDA – President Sanders asked if anyone had any item to discuss, question or comment on the Consent Agenda (page 9). Announcement made that Agenda item XIV (14) B; Refinance of Plaza, will move up when Jennifer Martin, the other member of the Refinance Task Force, arrives. MOTION MADE, SECONDED and CARRIED to approve the Consent Agenda. VI.

PRESIDENT’S REPORT A. Introduction of Guests – Amy Graham was introduced as the newly elected 2014 President, Parliamentarian is Teresa Stone, Recognition of Rosalie McCleary, Clatsop Association as a Life Service Member since the last meeting, and Joann Hansen recognized as 2013 OAR REALTOR® OF THE YEAR. All Local Board/Association Presidents, Local Board/Association Executives, NAR Directors, Association Special Committee Chairs, and Past OAR Presidents were asked to stand for recognition for their “Hard Work and Dedication” during 2013. President Eva Sanders commented on the success of the Convention, stating that she felt it had fulfilled all expectations with enjoyment and networking. Recognition was given to Executive Committee and all other Committees that have been busy with their continuous improvement processes and have led to a very successful year for OAR. President Sanders gave a summary of success in the Realtor PAC; 38% increase in dollar investments which put $200,000 in the PAC; 10% of the total membership are new investors; met 115% of NAR Fair share Goal.

VII.

OREGON REAL ESTATE AGENCY REPORT – No report filed.

VIII. EXECUTIVE OFFICER’S REPORT – John Wallace, Chief Executive Officer, reported that Oregon REALTORS® Plaza has been busy since April with OAR moving to the second floor and a new tenant on the third floor. This has saved $100,000/year in rent. Dr. Wallace showed a slide illustrating the declining expenses and increasing membership since August 31, 2012. He also unveiled the new OAR Brand; “Protecting your piece of Oregon”.

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IX.

EXECUTIVE COMMITTEE REPORT A. Finance Review Committee: Dave Koch, Chair, started with thanks to his committee members plus Wilma Eichler who put together the new financial report forms. Dave combined Agenda items A, D & E (D = Consolidated Financial Statements and E = Protect Oregon Homes and Measure 79 Report). Dave presented changes to the Financial Statements (June, 2013 pp. 16-24 of original BOD Packet) and August (Supplemental Packet pp 1-12), as well as the Measure 79 accounting (Supplemental Packet p. 13). B.

Actions of Executive Committee since last meeting: 1. 2014 OAR Program Budget – Amy Graham, 2013 OAR President-Elect, presented the Proposed 2014 OAR Program Budget as detailed in packet; no discussion, questions or comment. MOTION MADE, SECONDED and CARRIED to approve the 2014 OAR Program Budget, as presented. 2. Memorandum of Understanding of Expectations for President/President Elect, District Vice-Presidents, and NAR Directors – Colin Mullane, District 4 VP, presented the new policy, as detailed in packet. Rick Harris offered a suggestion to page 29, bullet 3 to clarify: “member of NAR represents” to “I will be recognized as member of NAR but represent [my] state”. • I understand that during my term of office I will be recognized as OAR’s appointee to the NAR Board of Directors, and will therefore exhibit the highest level of ethics, professionalism and dignity in all my business and personal conduct. MOTION MADE, SECONDED and CARRIED to approve the Memorandum of Understanding of Expectations for President/President Elect, District Vice Presidents, and NAR Directors, as modified. 3. Professional Development Key Committee Policy Description – Robin Risley, Professional Development Key Committee Chair, presented a change to Professional Development Key Committee Policy Description that OAR will also strive to identify representatives from Institute Affiliates, WCR, CRS, CRB, YPN, and other allied groups to serve on the Committee (Supplemental Packet p 33). MOTION MADE, SECONDED and CARRIED to approve the changes to the Professional Development Key Committee Statement of Policy. 4. Business Issues Key Committee Policy Description – Randy Hoffine, Business Issues Key Committee Chair, presented changes to Business Issues Key Committee Policy Description that OAR will strive to identify representatives from allied industries, including but not limited to appraisers, title and escrow companies, mortgage companies, and home builders to serve on the Committee (Supplemental Packet p. 35).

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MOTION MADE, SECONDED and CARRIED to approve the changes to the Business Issues Key Committee Policy Description. 5. Roster Change to Key Committees – Amy Graham presented changes to the maximum roster limit of all Key Committees and ORPAC Trustees to 18 members, not including the Chair and Vice Chair (Supplemental Packet, pp. 3741). MOTION MADE, SECONDED and CARRIED to approve the changes to the Government Affairs and Political Affairs Key Committees and ORPAC Trustees Statements of Policy. 6.

OAR Policy Manual MOTION MADE, SECONDED and CARRIED to approve the OAR Policy Manual as amended with changes taking effect October 1, 2013.

C. 2014 Strategic Plan – Amy Graham introduced the 2014-2015 OAR Strategic Plan, as presented in the packet. MOTION MADE, SECONDED and CARRIED to approve the 2014 Strategic Plan as presented. D. Consolidated Financial Statements (pp. 16-24) combined with Agenda item A. E. Protect Oregon Homes & Measure 79 Report (p. 25) combined with Agenda item A. X. ELECTIONS – Joann Hansen, Elections Committee Chair and John Hoops, Vice Chair offer thanks to committee. All applications were reviewed and all candidates are deemed qualified. A. OAR Special Election Ratification – 2013 President-elect. Chair Hansen reported that 77% of eligible Directors voted. Amy Graham was duly elected as 2013 President-elect. MOTION MADE, SECONDED and CARRIED to ratify the OAR Special Election Ratification – 2013 President-elect. B. Report on Elections of Districts Vice Presidents – As she is a candidate, Chair Hansen passed the gavel to John Hoops, Elections Committee Vice Chair, who gave the report on elections of District Vice Presidents. Colin Mullane has resigned as District 4 VP (with one year left to his term) to assume office as 2014 OAR PresidentElect, and District 6 had an early election to have a “DVP Elect” (given the distances of that District.) MOTION MADE, SECONDED and CARRIED to approve and ratify the DVP elections of Joann Hansen as District 4 (Southwest Oregon) Vice President (filling Colin Mullane’s final year) and Marty Justus as District 6 (Columbia Gorge and Eastern Oregon) Vice President.

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C. Elections of NAR Directors & Large Board Directors (pp. 26-53). John Hoops returned the gavel to Chair Hansen who reported that all NAR Director candidates have been deemed qualified to serve by the Elections Committee. However, Jan Cullivan has removed her name as a candidate for Large Association NAR Director in this election. Eva relinquished gavel to Amy Graham at this point, as Eva is a candidate. Graham provided each candidate to present a 5-minute speech, beginning with Large Board Directors then At-Large Directors. • •

Large Board Director Candidate: o Pat Kaplan At-Large NAR Director Candidates: o Carol Dozois o Rick Harris o Eva Sanders o Dave Tangvald

Following the speeches, Amy directed OAR Board members to vote for One (1) Large Board Director (Blue Ballot) and Two (2) At-Large Directors (Yellow Ballot), fold the ballots and pass to the end of the tables where Joann and other Election Committee members will circulate to collect the ballots. XI.

KEY COMMITTEE REPORTS A. Business Issues – Committee Chair Randy Hoffine gave report (pp.54-55). B. Government Affairs – Committee Chair Amy Graham gave report (p. 56). C. Political Affairs – Committee Chair Kim Heddinger gave report (p. 57). D. Professional Development – Committee Chair Robin Risley gave report (p. 58).

XII.

SPECIAL COMMITTEE REPORTS A. ORPAC/RPAC – Alan Mehrwein, Chair, gave report (p. 59). Alan stated that there has been a 38% increase in investments, 18% increase in investors with 1,354 new investors and 45 major investors which is the highest ever. B. Elections Committee - Joann Hansen, Chair, announced the results of today’s voting: • Large Board Director - Pat Kaplan elected. • At-Large NAR Directors - Rick Harris and Eva Sanders elected. C. D. E. F. G.

My REALTOR® Party – Jim Wilcox, Chair (p. 60), no report at this time. Legal Action – John Zupan, Chair, no report at this time. Professional Standards – Deana Doney, Chair (p. 61), no report at this time. ROTY – John Zupan, Chair, no report at this time. Association Executives Forum – Tina Grimes, Chair, no report at this time.

XIII. OREF REPORT – David Sly, Chair of the OREF Board of Managers, reported that forms production is increasing and new forms are poised for December release. XIV.

Oregon REALTORS® Plaza, LLC Report A. Vacancy Report – John Wallace reported that only 1600 square feet remain vacant in building and that Plaza should be profitable for first time in 2014.

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B. Refinance of Plaza, LLC mortgage – Dave Koch, Finance Review Committee Chair, reported that President Eva Sanders had appointed a Task Force to pursue refinancing the Plaza. Other Task Force members are Eva Sanders and Jennifer Martin, CCIM. Chair Koch presented their report, and presented action taken by Executive Committee to approve refinancing the REALTORS® Plaza within the terms committed to by Valley Credit Union and Centennial Lending (Supplemental Packet – pp. 15-22). MOTION MADE and SECONDED to approve the Valley Credit Union/Centennial Lending refinance proposal of the REALTORS® Plaza, LLC mortgage, as presented, or better rate and terms following negotiation, which can be found on page 15 of the Supplemental Packet. AMENDMENT TO MAIN MOTION MADE, SECONDED and CARRIED to approve the Valley Credit Union/Centennial Lending refinance of the REALTORS® Plaza, LLC mortgage for a rate and term refinance on existing balance, and that OAR carry 2nd deed of trust in approximate amount of $300,000 secured by the property at rate and term and maturity matching the new refinanced first deed of trust. MAIN MOTION, AS AMENDED, CARRIED. XV. HOME FOUNDATION REPORT – Cheryle Clunes reported for the Home Foundation successes. There will be a full report, including dollars and funding at the Spring Conference. XVI. REGION 12/NAR REPORT – Jeremy Starr, Region 12 VP reported that NAR Annual Convention will be in San Francisco November 7-11, and Hillary Clinton will give keynote address. XVII. NEW BUSINESS – President Sanders thanked OAR staff for their hard work on putting on a wonderful convention and thanked the 2013 OAR Executive Committee for all their hard work to make this a great year for OAR and REALTORS® throughout Oregon. XVIII. ANNOUNCEMENTS A. Next Board of OAR Directors Meeting scheduled for April 25, 2014 in Salem, Oregon. XIX.

ADJOURN – Meeting adjourned at 10:40 a.m.

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OREGON ASSOCIATION OF REALTORS速 BOARD OF DIRECTORS MEETING April 25, 2014

CONSENT AGENDA

1.

Approval of 2014 Key and Special Committee Appointments accepted since BOD report of September 28, 2013. (Full rosters provided)

2.

Receipt of all filed and oral reports without action items.

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Key and Special Committee Rosters for 2014 Committee service is for one year unless noted in parenthesis with year of term expiration March 26, 2014 updated by Kate Black

2014 BUSINESS ISSUES KEY COMMITTEE Total number of members up to 18 Margaret Page –Chair Kerri Hartnett – Vice Chair Adam Bogle Anthony Castro Lynae Forbes Hector Garcia Kathryn King Dave Koch Donna Jo Merrifield Gary Majors Bob Keith Steven Strode Evan Swanson Dannie Walker Nanette Wimmers Jan Delimont Donna Charko Carlos Reichenheimer Noah Blanton

BOARD

2014 GOVERNMENT AFFAIRS KEY COMMITTEE (2 year) Total number of members up to 18 Don Robertson – Chair (15) Vicki Iverson – Vice Chair (14) Kim Heddinger (15) Mary Smith (15) John Baker (15) Debi Laue (15) Drew Coleman (15) Bill Bushlen (14) Beth Caster (14) Sue Curths (15) George Grabenhorst (15) Joann Hansen (13) Mark Meek (14) Rich Raynor (15) Randy Shaw (14) Lori Tydeman (15)

BOARD

9

Tillamook PMAR Rogue Valley EMAR Appraiser Salem PMAR (Property Mgmt. rep) PMAR Willamette PMAR Appraiser PMAR PMARm (Mortgage rep) COAR Mid Columbia COOS Eugene RVAR (Builder rep) Stewart Title

Santiam COAR Eugene Klamath COAR PMAR PMAR Wallowa Yamhill Salem Salem Coos PMAR Douglas County Klamath PMAR


Debbie Weaver (14) Neil Hummel (15)

Willamette Douglas County

2014 GOVERNMENT AFFAIRS SUB-COMMITTEE ON LAND USE AND WATER POLICY Rich Raynor– Chair (14) George Grabenhorst (14) Debbie Weaver (14)

BOARD

2014 POLITICAL AFFAIRS KEY COMMITTEE Total number of members up to 18 Heather Benjamin – Chair Don Meyer – Vice Chair Nanci Rogers Bob Yancey Brooke Yussim Randy Hoffine Richard Berger Colin Call Doris Cherachanko Jan Cullivan Jim Frick Lester Friedman Tony Giardina Marty Justus Debbie McMillan Rawlin Westover

BOARD

2014 PROFESSIONAL DEVELOPMENT KEY COMMITTEE Total number on committee up to 18 Debra Gisriel – Chair Oleta Yancey – Vice Chair Dan Heater Scott Lewis Gail Rogers Cat Zwicker Richard Caplan Brian Matza Troy Wilkerson Joseph Lai Joni McClintock Jaynee Beck Robin Risley Barbara Brown Mike Cowles Lori Tydeman Michael Aid Lori Stenshoel Lori Palermo

BOARD

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Douglas County Salem Willamette

PMAR Salem Polk COAR Coos Coos Willamette Valley Eugene PMAR PMAR Grants Pass COAR PMAR Malheur Salem Springfield

Klamath COAR COAR RVAR COAR (WCR Rep) COAR (CRS Rep) PMAR PMAR PMAR Wells Fargo Salem COAR Clatsop RVAR Eugene PMAR COAR Eugene Springfield


Joanne McKee

COAR

2014 ASSOCIATION EXECUTIVES FORUM

BOARD

Frank Lessing – Chair

EMAR

2014 ELECTIONS COMMITTEE

BOARD

John Hoops – Chair Eva Sanders – Vice Chair Cheryl Clunes (14) John Faw (15) George Grabenhorst (14) Randy Hoffine (14) Barbara Robertson (14) Don Robertson (14) Danielle West (15)

Eugene PMAR PMAR Malheur Salem Coos Co. PMAR Santiam

2014 FINANCE REVIEW COMMITTEE (3 year)

BOARD

David Koch – Chair (15) Betty Karsten (17) Barbara Myers (17)

PMAR Columbia County COAR

2014 LEGAL ACTION COMMITTEE

BOARD

Steve Lucas – Chair (15) Lori Palermo – Vice Chair (15) Nancie Rogers (15) Alec Armour (14) Jan Cullivan (15) Kendon Leet (14)

PMAR Springfield Polk Willamette PMAR Grants Pass

2014 MY REALTOR® PARTY COMMITTEE Total number on committee up to 5 Debi Laue – Chair (14) Barbara Brown – Vice Chair (14) Heather Benjamin (15) Vicki Iverson (15) Vicki Arnold (15) Jim Wilcox (15) John Hoops (14)

BOARD

2014 OREF MANAGERS (Board of Managers)

BOARD

George Grabenhorst – Chair (14) Deb Galliano – Vice Chair (16) Tammy House – Treasurer (15) David Sly (14)

OAR PMAR PMAR PMAR 11

PMAR Rogue Valley PMAR COAR EMAR Mid-Columbia Eugene


Bob Ulery (15) Carrie Richardson (16) Kathi Robidou (15) Bryan Ranstad (16) Eva Sanders (16) Joann Hansen (15) John Wallace Cari Garrigus Kathy Querin Charles Bowers Lance Clark

PAMR PMAR EAR EAR OAR OAR OAR EAR PMAR Legal Counsel OREF

2014 OREF FORMS COMMITTEE

BOARD

Joann Hansen – Chair (15) Jeffry Wiren – Vice Chair Cat Zwicker David Sprague (16) Judith Huntington Richard Caplan Temara Presley Colin Mullane Phillip Querin Lance Clark Rob Lowe

Coos PMAR COAR Rogue Valley Eugene PMAR PMAR Rogue Valley PMAR PMAR PMAR

2014 OREF CUSTOMER SERVICE COMMITTEE

BOARD

Deb Galliano – Chair (14) Colin Call Robert McClung Robin Risley George Grabenhorst Kathi Robidou (15) Deana Doney Lance Clark

OAR Eugene COAR Clatsop OAR EAR PMAR OREF

2014 RPAC TRUSTEES Committee up to 17 Alan Mehrwein – Chair (14) George Perkins – Vice Chair (15) Vicki Arnold (14) Stacy Boals (15) Beth Caster (14) Carol Dozois (14) Don Robertson Heather Benjamin Dave Hemenway (14) Byron Hendricks (14)

BOARD PMAR EMAR EMAR Rogue Valley Yamhill Eugene Santiam (GA Chair) PMAR (PA Chair) Cottage Grove Salem 12


Art Kegler (15) Barb Myers (14) Jeremy Starr (15) Jason Waugh (14) Lanny Zoeller (new) (14) John Zupan (14) Debra Gisriel (15) Eva Sanders (15)

Columbia Basin COAR Eugene PMAR Willamette Rogue Valley Klamath (PD Chair) PMAR

2014 PROFESSIONAL STANDARDS COMMITTEE

BOARD

Deana Doney – Chair (14) Stacy Ellingson – Vice Chair (15) John Hoops (15) Hector Garcia (14) Tina Grimes (14) Patrick Ilher (15) George Stacey (14)

PMAR Klamath Eugene Salem Rogue Valley Rogue Valley Clatsop

2014 ROTY COMMITTEE

BOARD

Alan Mehrwein – Chair Joann Hansen – Vice Chair John Baker Lester Friedman Tommy Huntington Dave Koch Barb Pulver

PMAR Coos Salem COAR Clatsop PMAR Rogue Valley

STRATEGIC PLANNING COMMITTEE FOR 2014

BOARD

Colin Mullane – Chair Deana Doney Alan Mehrwein Debi Laue Steve Lucas David Koch John Wallace

Rogue Valley PMAR (Professional Standards) PMAR (ORPAC Trustees) PMAR (My REALTOR Party) PMAR (Legal Action) PMAR (Finance Review) OAR CEO

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OREGON ASSOCIATION OF REALTORS® EXECUTIVE COMMITTEE REPORT TO THE BOARD OF DIRECTORS April 25, 2014 The 2014 Oregon REALTORS® Executive Committee has taken the following actions since the last meeting of the Board of Directors on September 28, 2013: •

Accepted the following new Task Forces created by President Amy Graham: o RPAC Major Investor Task Force – Eva Sanders, Chair o RPAC Participation Task Force – Debra Gisriel, Chair o DVP Coordination Task Force – John Hoops, Chair

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OREGON ASSOCIATION OF REALTORS~

PRESIDENT-ELECT APPLICATION Name:

Garett Chadney

Firm Name:

The Broker Network

320 N. Main Ave. #213, Gresham, OR 97030

Address:

(503) 465-5077 garett@tbnrealty.com

Telephone: E-Mail:

Fax: (503) 465-5335

Name of local Board/Association: East Metro Association of REALTORS Qualifications

Member since

1993

1.

Member of OAR for a minimum of 5 years:

2.

Served on a minimum of 3 different committees, Key or Special Committees, or other similar groups at the local and/or state level in the immediate past 5 years: Committee

3.

4.

Year

(year)

Local or OAR

Executive Comm .

2012-2014

OAR & EMAR

ROTY Business Development

2011-2012 2009-2010

OAR OAR

Chaired at least one committee, Key or Special Committees, or other similar group(s) at the local and/or state level in the immediate past 5 years: Committee/Group Chaired

Year

Business Development

--=2=0=1=0_ _ _ __

Local or OAR

OAR

Served as an officer, director or executive committee member at the local level for a minimum of 2 of the immediate past 8 years: Position

Year

Local or OAR

President

2013

EMAR

President

2008

EMAR

(over) 17


President-elect Application Form - Page 2

5.

Served as a state director for a minimum of 1 of the immediate past 8 years:

2007 - present

Year

6.

If a candidate can satisfy only 4 out of the 5 above required qualifications, the candidate may still qualify to run for President-elect if the candidate can prove active participation at the national, state and/or local level and the candidate has successfully participated in and completed the Leadership NW Institute.

2008

Year

I certify that the above information is accurate and verifiable. I have read and understand the campaign rules and agree to abide by the~

~__L.

Candidate Signature

Date 3/6/2014

(for OAR use only) t11~- --

""'

~J,J ,fj.

J

...fVOmmafton Form Received: Written Statement Received:

Date: --==-+---L-+-1---1'----+--+~F-Date:

Candidate Resume Received: Information Verified:

Comments

~

0 no

~3 '.=!..J'.::L-f-l':::j::__l~\-::J~~

Date:

:3}1.:2.)1(/ ~

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~3 -

Nomination Approved by Elections Committee: 0 yes 0 no Candidate Notified:

Date: _ _ __ _ __

18

Date: - - - - -- -


To the OAR Board of Directors:

Over the past seven years I have been intimately involved with the Oregon Association of REALTORS® as a State Director, Chair of the Professional Development Key Committee, member of the REALTOR© of the Year Key Committee and currently as the District 1 VicePresident. My qualifications for the 2014 President-Elect are numerous and varied . I have just recently concluded my second term as President of the East Metro Association of REALTORS®. During my first term as EMAR's President in 2008, I had the honor of being selected to participate in the Leadership Institute Northwest program. Through the various positions I have held, I have immersed myself in the study and practice of leadership. I would like to continue the momentum our previous leaders have brought to OAR over the past few years . With the knowledge and insight that comes from serving on the OAR Executive Committee since 2010, I will carry forward that momentum and help create an Association that will be the standard by which all state associations strive to achieve.

Experience counts for a lot in our industry - especially when it comes to Association leadership. With over 21 years as a full-time REALTOR® and over 10 years of REALTOR® leadership experience, coupled with a passion for what we do, I am more than qualified to be the 2014 OAR President-Elect. I am asking for your support on behalf of 13,000 hard working REALTORS® throughout Oregon that seek a forward-looking approach by someone who is excited about the future of real estate and our role in shaping it. Thank you for your consideration .

Garett Chadney, District 1 Vice-President

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Garett W. Chadney Candidate for 2014 OAR President Personal Information I married my wonderful wife, Claire, in 2008 and enjoy every day I get to spend with her and our children. I have a 16-year old son and my two step-daughters that keep me busy. We live not far from my relatively new office in Gresham and I love. My free time (when I have some) is spent traveling or enjoying photographing the Pacific Northwest.

Business Information and Accomplishments My 20+ years in the real estate industry has seen me with both large corporate firms and small startups. All that experience came to a head toward the end of2012 when I went into partnership with Anthony Castro and Luke Meyer to open a new branch of The Broker Network in Gresham. We are a growing, multi-office company that is well ahead of the technology curve and consider ourselves to be a 'beta brokerage' by finding new ways to better serve our agents and our customers.

REALTOR® Organization Experience and Involvement • • • • • • • • • • • • • • •

2013 EMAR President 2012-2014 OAR District 1 Vice President 2012 EMAR President-Elect 2011-2012 OAR REALTOR® of the Year Key Committee Member 2010 EMAR REALTOR® ofthe Year 2010 OAR Professional Development Key Committee Chair 2009 OAR Business Development KOG Member 2008 President of EMAR 2008 Graduate of Leadership Institute Northwest 2007-13 OAR Board Director 2007 EMAR President-Elect 2007 EMAR Strategic Planning Committee Chair 2006 EMAR Board Director 2005-06 EMAR Grievance Committee Chair 2004 EMAR Grievance Committee

20


Civic Involvement I have volunteered my time and resources at numerous times throughout my time in Oregon. Those include, but are not limited to: • Community Vision • Ronald McDonald House • SOLV • Susan G. Komen Foundation • Equity Group Foundation • Love Boxes For Our Troops • City of Gresham RAD (Rise, Advance, Dream) Committee

21


OREGON ASSOCIATION OF REALTORS~

Campaign Rules and Procedures for President-elect Position 1. No individual campaigning allowed prior to Elections Committee certification of qualified candidates. 2. Campaign costs, if any, are limited to a maximum of $750 for items such as brochures, flyers, mailings, campaign functions, etc. Candidates shall certify their compliance with campaign policy and procedures to the Elections Committee through the Chief Executive Officer prior to the election. 3. No campaign materials on walls, tables, chairs , etc. at any Oregon Association of REALTOR速 Conferences or at the Board of Directors meeting at which the election takes place. 4. The Elections Committee shall advise the Board of Directors of any candidates' variance from campaign policies and procedures prior to the election. 5. Each candidate will be allowed 5 minutes to address the Board of Directors immediately prior to the elections.

3/6/2014

22


OREGON ASSOCIATION OF REALTORs•

APPLICATION PRESIDENT -ELECT

Name Debra Gisriel Firm Name eXp Realty (Fisher Nicholson Realty) Address 403 Main Street, Klamath Falls, Oregon 97601 Telephone 541-884-1717 E-Mail

Fax 541-883-2207

defxa '8 'Ga.d Q £itL?,Dme'i. . ~

Name oflocal Board/Association Klamath County Assoc1at1on Qualifications 1.

Member of OAR for a minimum of 5 years:

Member since 2006

- ----

(year)

2.

Served on a minimum of 3 different committees, Key or Special Committees, or other similar groups at the local and/or state level in the immediate past 5 years: Committee

3.

Local or OAR

Professional Development

2010-2013

OAR

Business Issues

2012

OAR

Executive Committee

2011-2014

OAR

Chaired at least one committee, Key or Special Committees, or other similar group(s) at the local and/or state level in the immediate past 5 years: Committee/Group Chaired

Professional Development 4.

Year

Year

Local or OAR

2014

OAR

Served as an officer, director or executive committee member at the local level for a minimum of 2 of the immediate past 8 years: Position

Year

Local or OAR

Executive Committee

2011-2014

OAR

President - KCAR

2013

Local

(over)

23


President-elect Application Form- Page 2

5.

Served as a state director for a minimum of 1 of the immediate past 8 years: Year

6.

2011-2014

If a candidate can satisfy only 4 out of the 5 above required qualifications, the candidate may still qualify to run for President-elect if the candidate can prove active participation at the national, state and/or local level and the candidate has successfully participated in and completed the Leadership NW Institute. Year -----------------------------

I certify that the above information is accurate and verifiable. I have read and understand the campaign rules and agree to ~y them. . _ Candidate Signature

~~ ;:;?

Date

.3- (o - .:J 0 1'f

(for OAR use only)

Date

cY {:, J/{J ~

Written Statement Received: Candidate Resume Received: Information Verified:

~s

D no

Comments

Nomination Approved by Elections Committee: 0 yes D no Candidate Notified:

Date: - - - - - - --

24

Date: __________


To the Board of Directors of the Oregon Association of Realtors:

First, I would like to thank each of you for your service to the Oregon Association of Realtors and especially your time and commitment to your local associations. Local associations are the soul of our state association. They are where our members have the most direct contact and interaction. It is your hard work and dedication to our association that motivates me to ask to serve as your 2015 Presidentelect . My resume is attached, but it only tells you what I have done. I would like to take this opportunity to tell you what I think and feel and why I am so passionate about the Oregon Association of Realtors. The volunteer leadership and staff of the Oregon Association of Realtors is the best I have ever seen. They work hard and always have the best interest of the membership in mind . The strategic thinking and the direction of the Oregon Association of Realtors is what keeps us all in business. The '

focus on Advocacy, the Realtor Party and RPAC is critical to the healthy sustainability of our industry. As a long time major invest or in RPAC I would continue the work cha mpioned by Eva and now by Amy.

It is also important that we focus on professional development and education for our members. As this year's chair of Professional Development, I assure you that the hard work is being done to accomplish the strategic plan's objectives and we will continue, to provide quality education and information.

And finally, the development of future leadership, starting at the local level, must be a major focus. Getting our local members engaged and active in their association's leadership will be a priority of mine .

I ask for your support and your vote as your 2015 President-elect and in return you will have my absolute commitment to the Oregon Association of Rea ltors. I will dedicate the time and resources necessary to fulfill the responsibilities of President-elect 2015 and President of the Oregon Association of Realtors for 2016.

Thank you, and as always, God Bless and God Speed.

Debra Gisriel

25


Debra Gisriel GRI, CRS, COPE, RSPS, CIPS, SFR

EDUCATION: BA Political Science, Real Estate Paralegal Degree and course work MBA and Law. CURRENT POSITION: Managing Principal Broker for the State of Oregon for eXp Realty, and co-owner of Fisher Nicholson Realty, LLC. Owner FNR Real Estate School and Host of the Debra Gisriel on real estate show on KFLS radio. PROFESSIONAL REAL ESTATE EXPERIENCE SUMMARY: Over 35 years of real estate, sales, management, training and leadership is the following Key areas: Sales Team Management, training and coaching Real Estate and Business Instructor Property Development and Sales/Builder Partners Resort/Golf Course Sales and Marketing Strategic and Tactical Planning and Goal setting Sales Presentations, Closing and Negotiating P&L/Financial Stewardship and Reporting Budget Development and Management Policy and Procedure development and implementation Legal Aspects and Compliance/Transaction Management REAL ESTATE DESIGNATIONS: GRI- Graduate Realtors Institute CRS- Certified Residential Specialist CIPS- Certified International Specialist RSPS- Resort and Second Property Specialist CDPE- Certified Distressed Property Specialist INSTRUCTOR IN THE FOLLOWING KEY TOPIC AREAS: GRI Course Curriculum Agency Relationships and Real Estate Professional Standards and Ethics Legislative Issues and Real Estate (LARC) Real Estate Brokerage Management Contracts and Transaction Management Pre-Licensing and Advanced Practices Numerous Continuing Education Topics

26


CURRENT REALTOR INVOLVEMENT:

Klamath County Association of Realtors: Immediate Past President Realtor of the Year 2013 RPAC Chair Central Oregon Association of Realtors: Strategic Planning Committee Oregon Association of Realtors: Executive Committee Chair- Professional Development Key Committee State Director RPAC Trustee Major Investor Task Force Home Foundation Board National Association of Realtors President's Circle Broker Involvement RPAC Crystal R PAST REALTOR INVOLVEMENT:

Served in Leadership of the National, Maryland and Anne Arundel County Association of Realtors for over 20 years. Received the Realtor Active in Politics award and was named Realtor of the year. Appointed by the Governor to serve on the Chesapeake Bay Critical areas and Environmental Impact committee. Served as Education Chair for the Maryland Real Estate Agency. Served as Chair of t he NAR and Maryland Realtor's Institute Committees. Adjunct professor at AACC in real estate and business. CURRENT CIVIC AND COMMUNITY INVOLVEMENT

Vice-President/Executive Committee Klamath Basin Homebuilders Vice-President/Executive Committee Discover Klamath Tourism Board Board of Directors/Executive Committee Ross Ragland Theater Board of Commissio ners- Klamath Housing Authority 2013 Business of the Year- Klamath County Chamber of Commerce Financial Peace Instructor for Klamath Christian Center

27


OREGON ASSOCIATION OF REALTORS ~

Campaign Rules and Procedures for President-elect Position 1. No individual campaigning allowed prior to Elections Committee certification of qualified candidates. 2. Campaign costs , if any, are limited to a maximum of $750 for items such as brochures, flyers, mailings, campaign functions , etc. Candidates shall certify their compliance with campaign policy and procedures to the Elections Committee through the Chief Executive Officer prior to the election. 3. No campaign materials on walls, tables, chairs, etc. at any Oregon Association of REALTOR速 Conferences or at the Board of Directors meeting at which the election takes place. 4. The Elections Committee shall advise the Board of Directors of any candidates' variance from campaign policies and procedures prior to the election. 5. Each candidate will be allowed 5 minutes to address the Board of Directors immediately prior to the elections.

28


OREGON ASSOCIATION OF REALTORS 6 DISTRICT VICE PRESIDENT APPLICATION Name Donna Charko Firm Name Prudential Real Estate Professionals

Address 1601 Wlllamette Street, Eugene, Oregon 97401 Telephone 541 ~302~4456 E-Mail:

Fax 541-485-4460

DonnaCharko@prurep.com

Name of local Board/Association Eugene Association of REALTORS

District 3

- -- - - Qualifications Member since 1995

1.

Member of OAR for a minimum of 5 years:

2.

Served on a minimum of 3 different committees, Key Objective Groups (KOGs), or other slmflafgroups at the local and/or state level in the immediate past 5 years:

Year

LocalorOAR

,Mo?,/ /..L>/0 .10 /0

'tJV•'l/"'-a.J/,'vt 3.

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~· ;lo /3

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Chaired at least one'committee, Key ObJective Group (KOG) or other slmlfar group(s) at the local and/or state level In the Immediate past 5 years:

Committee/Group Chaired

Year

dft<-tfi'Ve (}lf'tc-e r /in'v.y 4.

{year)

Local or OAR

!li.J/3

l!lf/2.

Served as an officer, director or executive committee member at the local level for a minimum of 2 of the Immediate past 8 years:

Position

Year

7fe5''t;(e,.,,. __f /de5,Wt~d.,_

Locator OAR

Ell?

)01..3

ek if

(over)

29


District Vice President Ap,p/lcatlon Form - Page 2 5.

6.

Served as

a state director for a minimum of 1 of the Immediate past 8 years:

Year

:lO!JZ - ./-0/3

If a candidate can satisfy only 4 out of the 5 above required qualifications, the candidate may still qualify to run for President-elect If the candidate can prove active participation atthe national, state and/or local level !!!:U! the candidate has successfully participated In and completed the Leadership NW Institute.

Year __________________________ I certify that the above Information Is accurate and verifiable. I have read and understand the campaign rules and agree to abidwsm. Candidate Signature

.~~&-kf?~,vJ:-,

Date

~c:z.:;/zo;y

(for local board/association use only)

a -- lB -;;u3' 'I OJ- /3 --c(}tJ t i{ Written Statement Received: Date: Candidate Resume Received: Date: I 5 ~ ,";)-¢ I d )(yes 0 no Date: ~- /3 - ,d(J I if Information Verified: Nomination Form Received:

Date:

a-

Comments

Nomination Approved by local boardlassociation:O yes 0 no Candidate Notified:

Date: - --

30

-

--

Date: - - -- --

-


$

Prudential

Prudential Real Eslate Professionals 1601 Willametta. Eugene, OR 97401 Bus 541 342·7625 Fax 641 484·4460 www.PrudentiaiHomeFinder.com

Deat• DVP Selection Committee:

1 would like to serve as the next Dlstdct 3 Vice President for the 0Jegon Association of

REALTORS. I have had the pdvilege to serve my local and state assocltttions on several levelsfo1'1nanyyears. I have so enjoyed the expedences, personal connections, and advocacy opportunities; that 1am hoping to continue and progress oii that path. In the recent past~ I have also had the wonderful oppo1tunity to experience the workings of our national association at leadership t1'ainings, the fall conferences, and the Washington, DC legislative meetings. I am always affumed on these occasions in my pride in our REALTOR members.

I am tlu·llled to be associated with such au Mtive state <lSsociation. As I'm sure I have much to leam) I also humbly hope that my expe.dence can be useful to the Lane County

associations and to OAR. I am honored to be considered for the chance to be a liaison between the Oregon association and the associations of Cottage Grove, Eugene, Flo1'ence,

and Springfield.

Donna Charko

Gl /IJi illllcpendently owned illld opotaled membet of The Ptvde~~Ual Real £slate flfflliales, foe.

31


----···-· · -······ ··-- --------- -----~----

. . .......

----------····· --- -- - - - - ---------·... ···· ·····------------

Donna Charko-Eugene's REALTOR of the Year Prudential Real Estate Professionals 1601 Willamette St. Eugene, OR 97401 541 M302-4456 DonnaCharko@prurep.com Experience: FuliMTime Licensed Oregon Real Estate Broker since 1995 Oregon Principle Broker Licensing Requirements -Completed in 2005 Prudential Million Dollar Club -1996 to t11e Present Prudential Preferred Properties' Rookie of the Year- 1996 Designations Earued: ABR: Accredited Buyer Representative CRS: Certified Residential Specialist GRI: Graduate REALTOR Institute Ealth Advantage Certified Broket• Prudential eCertified REALTOR Organization Involvement: 2013 President- Eugene Association of REALTORS 2011-2013 -Executive Committee- Eugene Association of REALTORS 2007M20 13 -EAR Committee Involvement- Executive Officer/Assistant Hiring, Strategic Planning, Education, Finance, Nominating, Website Development

2010-2013 - Lane County Committee Involvement· Food Ddve Leader, GolfTourney 2007-2013- Boat·d ofDirectms - Oregon Association of REALTORS 2014- Alternate - OAR Board of Directors 2014- Business Issues Committee- Oregon Association of REALTORS 2008-2013 -Attendee at OARRBALTORRally at the Capitol 2012-2013- Attendee at National Association of REALTORS Fall Conference and Expo 2013 - Participant - NAR MidMYear Legislative Meetings and Trade Expo 2007-Present- Active Member in NAR's Voters' Voice Local Community Involvement: 1990-Present MSaint Thomas More Catholic Newman Center - Parishionel'Nolunteer 2008- Present- Sacred Hea1t Medical Center at Riverbend in Springfield, OR-Volunteer 20 12MPresent - Catholic Community Services of Lane County - Board of Directors

32


Ut-<t::~UN

ASSOCIATION OF REALTORS'-

DISTRICT VICE PRESIDENT APPLICATION N

Martin Justus

ame ____=---~------~-----------------------------. N Four Star Real Estate F 1rm arne 24~3-0~S~W~4~th-A ~ v-e~#~2-------------------------Add ress ______________________________________________

541-889-8801 F 541-889-8806 TeIep h one------------------ ax ------------------E-Mail: martyj@4starrealestatewtv.com . t路 Malheur County Board of Realtors Narne o f Ioca I B oard /A ssoc1a 1on --------------------------

. . t 6 D 1stnc ------------Qualifications

.

2011

Member s1 nce _ _ _ _(year)

1.

Member of OAR for a minimum of 5 years:

2.

Served on a minimum of 3 different committees, Key Objective Groups (KOGs), or other similar groups at the local and/or state level in the immediate past 5 years:

Year

Local or OAR

2o.f3

C?tJt2=

ZtJJL/to t3 I 3.

Chaired at least one committee, Key Objective Group (KOG) or other s imilar group(s) at the local and/or state level in the immediate past 5 years:

Committee/Group Chaired

FZ~

4.

Served as an officer, director or executive committee member at the local level for a minimum of 2 of the immediate past 8 years :

Local~:}

Positio~

J:fo~~

(over) 33


District Vice President Application Form - Page 2 5.

Served as a state director for a minimum of 1 of the immediate past 8 years:

Year _~{l/J'--ÂĽ--I{J:_ 6.

_

If a candidate can satisfy only 4 out of the 5 above required qualifications, the candidate may still qualify to run for President-elect if the candidate can prove active participation at the national, state and/or local level and the candidate has successfully participated in and completed the Leadership NW Institute.

Year

-------------------------------------------------------------

I certify that the above information is accurate and verifiable. I have read and understand the campaign rules and agree t~~

C2

Candidate

Signalure~

â&#x20AC;˘

Date~~~~~-

(for local board/association use only)

Nomination Form Received:

Date:

Written Statement Received:

Date: ----------------------------------------------

Candidate Resume Received: Information Verified:

o

Date: --------------------------------------------yes

o

no

Date: __________

Comments

Nomination Approved by local board/association:O yes 0 no Candidate Notified:

Date: __________

34

Date: -------------------------


August 08, 2013 To whom it may concern: As part of the process of being considered as a viable candidate for District 6 Vice President elect position I have been asked to pen this letter. It is my belief that a successful Realtor needs a strong local board to assist and guide them with the many professional, legal, and ethical questions that each of us face as real estate professionals in the 21st century. It is because of this belief; I feel that the local boards need to interface with the state association more than ever. I know that my local board does not the resources to provide the education, guidance and the tools needed to assist local real estate professional with overcoming the obstacles to having a successful career. My assumption is that other rural associations suffer from the same issue. By serving as District Six’s Vice President Elect it would be my goal to insure all educational, professional and other information is disseminated to all of the boards in our region. By doing my part to insure that our State Association has the adequate participation from its members. I ultimately assist with making sure our local boards are strong. Respectfully Submitted, Martin “Marty” Justus Owner Broker Four Star Real Estate

35


36


OREGON ASSOCIATION OF REALTORS

DISTRICT VICE PRESIDENT APPLICATION

Telephone S:Y!--2-r;-;;7-~ ?sr?

Fax $ <f / - 2..(,p

7- o y czc£>

E-Maii:U~ ve c-Lbf @ !l--ao c4'e/, U),;-n Name of local ~oard/Associatio~s. dw 4 ~ & .c./;jd~,-,; District

z:L Qualifications

ma~ f9?J{year)

1.

Member of OAR for a minimum of 5 years:

2.

Served on a minimum of 3 different committees, Key Objective Groups (KOGs), or other similar groups at the local and/or state level in the immediate past 5 years: Committee

Year

1

Member since

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Chaired at least one committee, Key Objective Group (KOG) or other similar group(s) at the local and/or state level in the immediate past 5 years: Committee/Group Chaired

k

Local or OAR

Year

f'#·r·ab~IC &IJ1.4t~v 4.

Local or OAR

20 11

04L

A /2.. -,.() -re -;: l Je~nt Served as an officer, director or executive committee member at the local level for 0

a minimum of 2 of the immediate past 8 years: Local or OAR

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(over) 37


District Vice President Application Form - Page 2 5.

Served as a state director for a minimum of 1 of the immediate past 8 years: Year

6.

2613

t1

Pe. s t

s 0 A &.

Pre ~/c/e ;LZ

If a candidate can satisfy only 4 out of the 5 above required qualifications, the candidate may still qualify to run for President-elect if the candidate can prove active participation at the national, state and/or local level and the candidate has successfully participated in and completed the Leadership NW Institute. Year

2 CJZ> 3

I certify that the above information is accurate and verifiable. I have read and understand the campaign rules and agreer rhem. ~

Candidate Signature~...._.

~

Date

2-/6

(for local board/association use only)

Nomination Form Received:

Date:

Written Statement Received:

Date:

~yes

Comments

\

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21 \'2- j \L\ 1fr(r

38

Date:

'2jl2-/ \Y ~

-20/jL-


PERSONAL INFORMATION Mother of two and grandmother of twelve children. I enjoy movies of all kinds, books, books on cd, and all ofmy wonderful children as well as all of my wonderful friends. I enjoy clamming and crabbing, dune riding, horseback riding, hiking, but give me the motels for camping. I especially love working in my garden and spend a lot of time on my deck BUSINESS INFORMATION AND ACCOMPLISHMENTS Principal Broker, Joann Hansell Realty, Coos Bay. JOANN HANSEN REALTY has been operating since September, 1983. I have: Survived the Carter Administration, the Ford A dministration, tlte Bush Administration and so far tlze Obama Administration. /have survived the administrations of Governor Kitzhaber, and Kulongoski so far. I have testlfted before the Senate and the House and before Gordon Smith, Congressman. Cun路ent member of the OAR Government Affairs KOG and past sub-committee chair for Housing. REALTOR ORGANIZATION EXPERIENCE AND INVOLVEMENT Chaired every committee for the Coos County Board ofRealtors and have been Coos County Board ofRealtors State Director for tile Board for 20 years. (I'm a veteran!) Certified NAR mediator and lzave mediatedfor 7years. 1 also have mediated for the Coos, Curry, Douglas and Cottage Grove Regional Professional Standards, and Coos County Courts, and have chaired many ethics and arbitration hearings. Have testified before NAR Membership Committee and attended NAR conventions and mid-winter meetings over the years, where /have represented my Board. A member of theNAR Housing Committee in 2009, 2010 and 2011. Chaired Issues Mobilization Committee for OAR

39


Past President of OAR Home Foundation I have been appointed to at least one Presidential task force per year over the past 20 years, including but not limited to Strategic Planning, New Governance task force, Senate Bill 246 task force, and others. Graduate, Real Estate Institute (GRI) Graduate, NW Leadership Institute OAR Executive Committee member in 2005 and 2009 President-Elect Oregon Association of Realtors 2010 President Oregon Association ofRealtors 2011 Past President, Oregon Association of Realtors 2012 It was my goal as President ofOAR to bring harmony to OAR with its members as well as to provide education through webinars, and direct communication through its District Vice Presidents. The results of that goal have made OAR an even greater organization. It was also my goal to reorganize OAR and Oregon Real Estate Forms to the standards that have now been achieved. Member, Measure 79 Steering Committee Current Member, Oregon Real Estate Agency Board Current Member, OAR Government Affairs Committee Curent Vice Chair, OAR Forms Committee CIVIC INVOLVEMENT: Chaired the Coos County Planning Commission in 2007 and am in my second term as a Coos County Planning Commissioner. Have given speeches at tlte local Higfzsclzool and Southwestern Oregon Community College regarding real estate as well as being interviewed by KCBYTV. Have been interviewed by The Jim Bice Radio Show on Measure 79 and the Mortgage Interest Deduction issues. Have submitted Letters to the Editor to The World Newspaper for these issues

40


As welL I am the current liason and key constituent to Senator Arnie Rob/an for our district as well as Representative Caddy McKeown. Above and beyond all, I am a realtor, and Principal Broker of Joann Hansen Realty here in Coos Bay andfee/1 can represent this District well.

J2

a

I

41


OREGON ASSOCIATION OF REALTORS 揃 Memorandum of Understanding of Expectations for the position of Oregon Association of REAL TORS District Vice President As a District Vice President of the Oregon Association of Realtors速, I acknowledge and commit to adherence of the following expectations during my 2-year tenure (or portions thereof) as DVP: -./

I have read and fully understand the Duties and Responsibilities of the office of District Vice President as defined in the OAR Policy Manual (attached).

-./

I understand that I serve the members of the local Associations within my District (as well as the Executive Committee & Board of Directors) and that I represent all Members of OAR in all my official activities and decisions. I acknowledge my responsibility to always place the interests of OAR and its Members above my personal considerations.

-./

I understand that during my term of office I will be recognized as OARs representative to the local Associations within my district at all times, and will therefore exhibit the highest level of ethics, professionalism and dignity in all my business and personal conduct

-./

I agree that when traveling on behalf of OAR, I will make every effort to attend and participate in all appropriate meetings. I will endeavor to meet and network with leadership from Associations within my District, with the intent of learning and sharing. I will be a good steward of the funds allotted to my travel, and will promptly submit my expense report to OAR upon my return. I will report to the Executive Committee & Board of Directors on my activities and knowledge gained through meeting attendance and networking opportunities.

-./

I understand that the OAR Business and Strategic Plans provide the blueprint for the goals and objectives of the Association, and I will at all times work within the established framework, unless approved otherwise by the Board of Directors and/or the Executive Committee (as appropriate).

-./

I understand that, to effectively serve the office to which I've been elected, I must commit to being fully engaged in the Realtor速 association. I will endeavor to attend all meetings as assigned by the OAR President and/or requested by the local Associations. I will review all written communications, and promptly respond when requested. I will be accessible to the OAR CEO upon pre-established preferred communication methods, and will promptly respond to Member concerns upon request of the CEO.

-./

I understand that when holding the highest elective office of OAR, I am subject to a higher level of scrutiny in my business and personal dealings. Should there be a personal issue that could reflect poorly on the Association or my ability to serve as an effective leader (e.g., significant business, financial and/or personal distress) I will seek counsel of the OAR President and the CEO to assess whether specific actions need to be undertaken.

-./

I understand I am encouraged to be an RPAC investor for at least theNAR Fair Share level.

-./

I understand that leadership is a function, not a position. As an OAR leader, my primary duty is to provide good stewardship and continuity- not to leave a personal legacy. I will endeavor to identify future potential OAR leaders within the local Association within my District, to represent the Realtor速 Association through a dignified presence, and fulfill the responsibilities of the duties of the District Vice President

42


./ I understand that failure to fulfill the expectations of the office as presented herein could be grounds for dismissal f rom that office, as prescribed in OAR Bylaws- Article IV, Section 6: "An elected officer may be removed from office in the manner provided by law in the Oregon Non-profit Corporation Act (ORS 65.001, et. seg.), as that Jaw now exists or may hereafter be amended or succeeded."

DISTRICT VICE PRESIDENT'S NAME (print): _

____,~ ..... f-=o;.. d; ~ . n-'-'-n.____.f_L(+-a -=-..;n~~=eA/1 : :;. . :. _,;,____ _ _ _ _ _ _ _ _ __

SIGNATUR9 a d ? P t

')1~-v<.---

43

DATE:

~;j/L)~L)/~ I I


44


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT

DATE:

March 22, 2014

COMMITTEE:

Business Issues

ACTION ITEMS:

NONE

CHAIRMAN: Margaret Page VICE CHAIRMAN: Kerri Hartnett STAFF LIAISON: Jenny Pakula

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: Industry Forum The Business Issue Committee Industry Forum was held December 12, 2013. The first topic of discussion was the implementation of the Qualified Mortgage (QM) Rule for all lenders and their borrowers. The three lenders at this meeting agreed to generate a FAQ for REALTOR® members to assist in understanding the effect on their client’s ability to borrow once the QM Rule takes effect. The lenders wrote an article summarizing the new rule, and distributed it to OAR membership on January 9, 2014. Shadow Inventory & Foreclosures The group discussed the persistent rumors of a “shadow inventory” of homes being held onto by lending institutions for the purpose of selling in an improving market. It was acknowledged that there have always been some properties that have had significant delays in either completing the foreclosure process or starting the process by serving a notice of default. The lenders attending the Forum believe the levels of foreclosures will continue to decline in the next year and beyond, although it will still be several years before we see the end of foreclosures altogether. Predicted Interest Rates An informal discussion on the predicted trends of interest rates for the upcoming year occurred. It has been predicted by many national economists that rates will be trending towards the mid-5% range in 2014. The lenders at the Forum felt, based on some of the meetings they have recently attended, that rates would trend between 4.25 and 5.00% for the conventional 30-year loan, but it is anticipated that rates could end the year around the 4.625% level. Appraisers Update: Database, Hotline, AMC’s The appraisers spoke about the new appraisal database that is attempting to monitor the accuracy of appraisal standards by developing trending data that will highlight irregularities in appraisals. The hope is the database will highlight activity that may be of a fraudulent nature and/or uncover inconsistent appraisal standards of practices.

45


Appraisers also mentioned a new hotline for the reporting of potential appraisal violations. This hotline is open to appraisers, REALTORS®, and all parties involved in a transaction that they believe a standard of practice has been violated during the appraisal process. The hotline can be used to report misconduct during the appraisal process by ANY of the parties involved in the transaction, including REALTORS®, lenders, escrow etc… Appraisal Management Companies (AMCs) are doing a much better job coordinating appraisals between the lenders and the appraisers, setting reasonable turnaround times, a better understanding of where appraisers are skilled in their respective markets and a better job communicating between lenders and appraisers. Owner/Seller/Private Financing Finally, there was a lengthy discussion on the subject of owner/seller/private financing regulations as set forth in legislation and enforced by the Division of Finance & Corporate Securities (DFCS). With so many layers to this issue, it is difficult for mortgage professionals, private lenders, real estate licensees and the consumer to navigate a clear path of conformance to all the rules. The Oregon Legislature passed legislation in 2013 that mirrored those of the Federal SAFE Act by permitting up to eight loans per person, with no more than three per year, without requiring a Mortgage Loan Originators license. The Dodd-Frank Act further restricts the nature of owner financed loans, the length of their terms and many of the pieces that often made owner financed loans attractive for both borrowers and lenders alike. With many properties in Oregon sold using owner financing terms, these new rules could place an unprecedented burden on Oregon property owners and their ability to reasonably transfer or sell their real property that may not qualify for conventional financing. The Oregon Association of REALTORS® will continue to work diligently with DFCS to clarify expectations on the role a real estate licensee plays in these transactions. Appraisal Advisory Subcommittee The appraisers will be participating on a panel presentation during the two-hour Spring Governance meetings. The topic will address the myths and realities regarding allowable communications between REALTORS® and appraisers. International Business Council The Oregon Association of REALTORS® along with Asian Real Estate Association of America will host the CIPS pre-requisite course, “Global Real Estate: Local Markets,” on Monday, October 6, in Portland. In addition to completion of the full CIPS Institute, this course must be completed to receive the CIPS designation.

46


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT FORM

DATE: March 24, 2014

Chair: Don Robertson Staff Liaison: John Wallace

COMMITTEE: GOVERNMENT AFFAIRS ACTION ITEMS: NONE THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The object of the Government Affairs Key Committee is to increase voluntary REALTOR® participation at all levels of public policy making. The Government Affairs Key Committee has been involved in the following activities: 2014 Legislative Session Adjourns The 2014 Legislative Session officially adjourned March 7 th at 5:00PM, after 33 days at the State Capitol in Salem. In just the second ever voter-approved annual session, the legislature expanded the scope beyond mere budgetary and technical fixes. Many contentious bills eventually met their demise, and many of the remaining pieces of legislation will likely have a positive effect on the real estate industry. With such short timelines and a frantic pace, the dedication of the members of the Oregon Association of REALTORS® was on constant display throughout the session. The success of this session was in no small part due to the relentless work of the membership and the REALTOR® Party champions within the legislature. The Committee holds regular meetings at the Spring and Fall Association Governance Meetings. During the legislative sessions, the Committee holds bi-monthly meetings. The members help form and recommend policies concerning legislative issues affecting the industry and private property rights. Key Committee members review and analyze legislative proposals for their effect, both positive and negative, on the real estate industry. In addition, the Committee continues to oversee the Association’s lobbying efforts with respect to various state agencies including the Real Estate Agency.

47


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT FORM

DATE: April 25, 2014

COMMITTEE:

Chair: Heather Benjamin Staff Liaison: John Wallace

POLITICAL AFFAIRS

ACTION ITEMS: THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The object of the Political Affairs Key Committee is to increase voluntary REALTOR® participation at all levels of public policy making. The Political Affairs Committee has been involved in the following activities: Chair Benjamin has formed the following three Task Forces: 1. Key Constituent Program Task Force – this Task Force has been charged with reviving the Oregon Legislature Key Constituent Program and have it functional by the 2015 Legislative Session. 2. Candidate Training Academy Task Force – this Task Force has been charged with holding a one-day political campaign-training program for candidates for legislative and local races. The Academy is scheduled for July 18, in Salem. The Task Force will be working with local associations to identify local candidates friendly to private property rights and home ownership who might benefit from such a program. 3. Local Political Involvement Task Force – this Task Force has been charged with providing assistance to local associations in having a higher utilization of the tools and resources available to them via the REALTOR® Party program and RPAC. In addition to the work the Task Forces are doing, the Committee will also be working to schedule candidate interviews for the 2014 election cycle, and create election guides for the Primary & General elections.

48


®

OREGON ASSOCIATION OF REALTORS BOARD OF DIRECTORS REPORT

DATE:

APRIL 25, 2014

COMMITTEE:

PROFESSIONAL DEVELOPMENT

ACTION ITEMS:

NONE

CHAIR: Debra Gisriel VICE CHAIR: Oleta Yancey STAFF LIAISON: Jennifer Hauge

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: Highlights Since Sept. 2013 Board of Directors Meeting: We have offered 14 courses for a total of 25 hours of CE since Oct. 1, 2013, resulting in 3,268 touches with members through the education program since that time. The annual Professional Standards Academy and a new Mediation Training were held in the Portland area with excellent attendance. Also, the monthly webinar program continues to be very successful, with even more frequent offerings being put on this quarter. The webinar program has already exceeded the revenue budget at this point in the fiscal year and continues to offset current lack of income in other historical areas of education. Evaluations of all education offered continue to be positive, as well, with particular kudos to the Mar. 12 webinar presenter from many unsolicited sources. Upcoming Classes: • Legal Hot Topics o Apr. 9 – Webinar o 1 hr. CE – Real Estate Law ® • Navigating the Maze of REALTOR -Appraiser Communications o Apr. 24 – Salem Conference Center o 2 hrs. CE – Real Estate Appraisal • Dodd-Frank Class (exact title TBD) o May 9 – Portland area (exact location TBD) o 3 hrs. CE – Real Estate Finance • Legislative Conference o May 28 – Salem Conference Center o 3.5 hours CE – Real Estate Finance & Law Task Forces: Two task force work groups have been put into place within the committee: GRI and Webinars. Each had their first work session via conference call on Mar. 24, aided by staff-developed backgrounder materials and reference guides to facilitate discussion. The purpose of the GRI Task Force is to assess the viability of holding a C200 and/or C300 class to graduate those candidates who want to finish their designation but are currently “stuck in the pipeline”. Also, the group is tasked with addressing questions about the future of the Oregon GRI program including minimum number of hours, content, instructor sourcing, and logistics in order to develop a sustainable program that can be successfully put on without losing money. The purpose of the Webinars Task Force is to continue to create a list of potential course topics and instructors so that staff may program the rest of the year’s scheduled monthly webinars. Also, the group is tasked with assessing the opportunities to build on the success of the current program and determine what, if anything, could be changed to make it even better. Business Plan: The RFP for education business plan consulting services was released to the other State Association education directors on Mar. 19 with responses due Apr. 4. Staff will review and present leading contenders at the Apr. 24 committee meeting with the goal to select a partner and kick-off the project at the start of May and complete the business plan by early July. The idea is to learn from the expertise and experience of other States who have innovative education programs and apply new ideas to rebuild our program sustainably and successfully. 49


2014 Monthly Fundraising Report February Association Baker Central Oregon Central Oregon Coast Clatsop Columbia Basin Columbia County Coos Cottage Grove Curry Douglas East Metro Eugene* Grants Pass Klamath Lincoln Malheur Mid-Columbia North Willamette Polk Portland Metro Rogue Valley* Salem Santiam Springfield Tillamook Umatilla Union Wallowa Willamette Yamhill OAR Staff & Members At Large Presidents Circle TOTALS

Total dollars raised YTD in 2014 $ 875.00 $ 30,209.00 $ 1,930.00 $ 700.00 $ 1,580.00 $ 525.00 $ 960.00 $ 467.18 $ 1,050.00 $ 150.00 $ 8,396.50 $ 150.00 $ 605.00 $ 3,972.40 $ 3,114.00 $ 710.00 $ $ 1,300.00 $ 700.00 $ 19,849.17 $ 2,310.00 $ 4,176.00 $ 885.32 $ 500.00 $ 1,074.24 $ 900.00 $ 1,015.00 $ 225.00 $ 3,500.00 $ 4,430.00

Total dollars raised YTD in 2013 $ 390.00 $ 23,975.00 $ 975.00 $ 800.00 $ 1,460.00 $ 1,229.00 $ 800.00 $ 240.00 $ 1,300.00 $ 3,803.00 $ 8,391.00 $ 2,150.00 $ 210.00 $ 4,745.00 $ 2,820.00 $ 200.00 $ 853.86 $ 1,200.00 $ 650.00 $ 20,064.00 $ 1,695.26 $ 3,700.00 $ 500.00 $ 1,000.00 $ 780.00 $ 1,000.00 $ 870.00 $ 655.00 $ 3,525.00 $ 3,260.00

$

1,200.00 $

$ $

500.00 97,458.81 $

NAR Goal @ $15 per member $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $

2,575.00 $ 95,816.12

$

570.00 21,675.00 915.00 1,785.00 825.00 1,680.00 2,685.00 705.00 1,200.00 3,450.00 10,155.00 10,485.00 2,820.00 2,145.00 3,240.00 1,125.00 1,875.00 2,535.00 495.00 89,595.00 11,775.00 8,085.00 960.00 2,475.00 1,095.00 750.00 885.00 330.00 4,395.00 3,330.00

Amount needed % of NAR to meet NAR Goal met Fair Share $ (305.00) 153.5% $ (8,534.00) 139.4% $ (1,015.00) 210.9% $ 1,085.00 39.2% $ (755.00) 191.5% $ 1,155.00 31.3% $ 1,725.00 35.8% $ 237.82 66.3% $ 150.00 87.5% $ 3,300.00 4.3% $ 1,758.50 82.7% $ 10,335.00 1.4% $ 2,215.00 21.5% $ (1,827.40) 185.2% $ 126.00 96.1% $ 415.00 63.1% $ 1,875.00 0.0% $ 1,235.00 51.3% $ (205.00) 141.4% $ 69,745.83 22.2% $ 9,465.00 19.6% $ 3,909.00 51.7% $ 74.68 92.2% $ 1,975.00 20.2% $ 20.76 98.1% $ (150.00) 120.0% $ (130.00) 114.7% $ 105.00 68.2% $ 895.00 79.6% $ (1,100.00) 133.0%

315.00 $ 194,355.00

$

(885.00) 96,896.19

381.0% 50.1%

Total Members 11/01/13 38 1445 61 119 55 112 179 47 80 230 677 699 188 143 216 75 125 169 33 5973 785 539 64 165 73 50 59 22 293 222

Members contributed 9 453 38 14 30 17 20 10 21 2 104 4 8 61 61 15 0 25 14 952 18 82 14 10 21 17 15 4 64 69

23.7% 31.3% 62.3% 11.8% 54.5% 15.2% 11.2% 21.3% 26.3% 0.9% 15.4% 0.6% 4.3% 42.7% 28.2% 20.0% 0.0% 14.8% 42.4% 15.9% 2.3% 15.2% 21.9% 6.1% 28.8% 34.0% 25.4% 18.2% 21.8% 31.1%

21

5

23.8%

12957

2177

16.8%

*Eugene and Rogue Valley Associations prepare dues billing mid-year unlike the rest of the local associations. The NAR Fundraising Year is November 1st - October 31st. The 2014 Fundraising Year-End Deadline is October 17, 2014. This is the final deadline for individuals to be recognized as a NAR Major Investor or for a state to receive credit towards its 2014 fundraising goals which will be presented during the Annual Convention and Expo.

50

% Members Participating


2014 RPAC Fundraising F d i i gG Goals l p Crown Requirements q Triple

2013 Goal

2013 Result

2014 Goal

2014 YTD

NAR Fair Share ($15/member)

$184,575 $184 575

$209,673 $209 673

$193,980 $193 980

$92,686 $92 686

($ ) Major Investors ($1,000+)

26

45

54

15

President's Circle P id t' Ci l Investors I t ((Additional $2,000) $ , )

3

10

5

6

Members Invested M b I d

2 954 2,954

2 992 2,992

3 751 3,751

2 177 2,177

$250 000 00 $250,000.00

$229,323.00

$209,719.45

$200,000.00 $193,980.00 $188,182.45

$177 815 00 $177,815.00 $ $170,289.45

$161,650.00

$150,000.00

$147,832.12 $147 832 12

$145,485.00 $ $136,024.83

2012 $129,980.12

$125 284 12 $125,284.12

$129 320 00 $129,320.00

2013 $120,836.67 $115,569.67

$113,155.00 $99,883.12

$100,000.00

$96,990.00

$ $97,458.81 $92 685 85 $92,685.85

$100,689.83 $97 183 83 $97,183.83

$91,637.26

$ , $91,202.16

$77,412.16 $ $81,822.16

$80,825.00 $80 825 00 $66,461.13

, $64,660.00

$65,925.16

$50 000 00 $50,000.00

$48,495.00 $32 330 00 $32,330.00

$29 101 00 $29,101.00 $16,165.00

$25 715 16 $25,715.16

$13,289.00 $ ,

$19,650.00 $19 650 00

$9,814.16 $6,670.00

$0.00 Nov

Dec

Jan

Feb

Mar

Apr

May

51

Jun

Jul

Aug

2014 2014 G l 2014Â Goal

$109,612.17

Sep

Oct


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT

DATE:

APRIL 25, 2014

CHAIR: VICE CHAIR: STAFF LIAISON:

John Hoops Eva Sanders Kate Black

COMMITTEE: Elections Committee ACTION ITEMS:

NONE

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The Election Committee met March 19, 2014. It was moved, seconded and unanimously approved to certify the two candidates for 2015 President-Elect – Debra Gisriel and Garett Chadney – as qualified, with the proviso that candidate Chadney submit a written statement as prescribed by the application process.

John Hoops Chair

52


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT FORM

DATE: March 24, 2014

Chair: Debi Laue Staff Liaison: John Wallace

COMMITTEE: MY REALTOR® PARTY ACTION ITEMS: NONE THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The object of the My REALTOR® Party Committee is to increase voluntary REALTOR® participation at all levels of public policy making. The My REALTOR® Party Committee has been involved in the following activities: The Committee met on October 3, 2013 to review the proposal for Issues Mobilization funds to legally challenge the ballot title language on initiatives filed by Our Oregon, the advocacy arm of the public employee unions, to increase taxes on Oregonians and businesses. It was moved, seconded, and unanimously approved to allocate $5,000 to help fund legal challenges to the ballot initiative titles. The Committee met on December 4, 2013 to review the Issues Mobilization Request from the Willamette Association of REALTORS® regarding opposition to new regulations on the City of Corvallis property maintenance code. Mr. Rainey also highlighted the success of the last campaign, the Get Involved Forum, recently hosted by the Willamette Association. A motion was made, moved and unanimously passed to approve the request for $7,500 in grant funds to assist the Willamette Association of REALTORS® in a collaborative campaign.

53


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT

DATE: MARCH 21, 2014

CHAIR: VICE CHAIR: STAFF:

DEANA DONEY STACY ELLINGSON JENNY PAKULA

COMMITTEE: PROFESSIONAL STANDARDS ACTION ITEMS:

NONE

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The 2014 Professional Standards Academy was held on March 7, 2014 at the Crowne Plaza in Lake Oswego. There were 59 attendees. The focus of the Academy was to offer training to Grievance/Professional Standards Committee members, and the local Board/Association Boards of Directors. Participants received three hours of Oregon Certified Education in Business Ethics. The all-day seminar was facilitated by Margy Grant, J.D., CAE, RCE. Margy is Florida REALTORS® Vice President of Law & Policy and General Counsel. At the time of this report, one case had been filed with the State Professional Standards Committee for review (Appeal of a Grievance Committee Dismissal). There are also two additional cases being considered but, at the time of this report, had not been officially submitted. During the Oregon Association of REALTORS® Fall Convention (September 9-12), in Sunriver, there will be a Certified Professional Standards Administration Program offered. The content, presented by NAR’s Assistant Director of Professional Standards and Multiple Listing Policy Diane Mosley, RCE, is the same as what is offered by NAR at the annual AE Institute. Upon completion of the class and exam, attendees will be certified as Professional Standards Administrators. The program will be held on Tuesday, September 9, from 9:00 a.m. to 4:30 p.m. All AEs and association staff are invited to attend the training.

54


OREGON ASSOCIATION OF REALTORS速 BOARD OF DIRECTORS REPORT

DATE:

APRIL 25, 2014

CHAIR: Alan Mehrwein VICE CHAIR: Joann Hansen STAFF LIAISON: Kate Black

COMMITTEE: REALTOR速 OF THE YEAR ACTION ITEMS:

NONE

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The Committee met by conference call on March 14 to make recommendation to President Graham for the 2014 Distinguished Service Award recipient. Recipient will be honored at the DSA luncheon on April 12, 2011, as part of the Spring Governance Meetings.

55


OREF, LLC Leadership Report—March 2014 Ulery Resigns BOM, Hoops Appointed to FC Bob Ulery of The Hasson Company (PMAR) recently resigned from OREF, LLC Board of Managers. OREF, LLC appreciates Bob’s contributions and wishes him well as he pursues other personal and professional endeavors. PMAR leadership will appoint a representative to fulfill Bob’s remaining term. John Hoops of Windermere Real Estate (EAR) was appointed on February 12. John is a familiar voice to many per his active EAR BOD and OAR BOD involvement. Welcome aboard Bob! OREF, LLC BOM Approves Conflict of Interest Policy The OREF, LLC Board of Managers approved a conflict of interest policy and amended it to the OREF, LLC Policies and Procedures. Board members review the policy and sign the signator page acknowledging that if any conflict occurs, that as volunteers he or she will apprise the Board of Managers. OREF, LLC BOM Executive Committee to Meet in Late March/Early April OREF, LLC Executive Committee will meet in late March/early April to review the Policies and Procedures and present a report at the May 2014, Board of Managers for the annual review of the governing document. The Executive Committee will also review the latest draft and amendments to the 2014 Strategic Plan and advance the updated document to the full BOM in May. The Board may further determine if a Fall planning session to develop the 2015 Strategic/Business Plan is in order. OREF, LLC Customer Service Committee OREF, LLC CSC has been tasked by the Board of Managers to review broker educational needs and bring back recommendations to the Board of Managers for implementation of continuing education offerings between March 1 – June 1, and the OAR State Convention. Initial board input was to advance quarterly CE offerings in the four hour format that comprehensively address historical creation to practical use of the entire Forms Library as a primer course for new brokers, a training tool that Principal Brokers can utilize. This task force will meet in March to determine all of the CE logistics and anticipates a roll-out of an April webinar to meet broker needs. OREF, LLC Forms Committee Task Forces Meet in First Quarter Floating Home task force. FC Legal Counsel and OAR Legal/Business Development Jenny Pakula are reviewing nationwide forms with colleagues that might further address Oregon broker concerns on possibility of creating a Floating Homes sales form. Flood insurance task force met last week to review whether a disclosure form should be recommended to the FC and BOM at this time. Discussion resulted in possible amendments to the Sale Agreement, as well as recommendations to RMLS™ to amend listing agreement to include flood insurance language. If the amendments proceed per March 20, FC meeting, additional MLS organizations may be contacted on recommended language. Seller Finance Carry Sales Advisory Task Force met the week of March 3, to continue the discussion per the BOM recent concept approval of the FC creation of a Seller Finance Carried Advisory. In addition to the task force addressing this advisory, OAR has informational resources that they are developing for their website posting and they are also sponsoring a mid-March Seller Carry Finance webinar for broker members. Next Issue of Subscriber Update The next issue of the Subscriber Update will be distributed the middle of March 2014. OREF, LLC will continue to provide informational, educational and training information for OREF, LLC subscribers. Upcoming Meetings: • Thursday, March 13, All Day • Thursday, March 20, 10:30 a.m. • Wednesday, May 21, 10:00 a.m.

RMLS™ Trade Fair Forms Committee Board of Managers 56

OR Convention Center, Portland OAR Board Room, Salem OAR Board Room, Salem


OREGON ASSOCIATION OF REALTORS® BOARD OF DIRECTORS REPORT

DATE:

March 17, 2014

COMMITTEE:

HOME Foundation

ACTION ITEMS:

NONE

CHAIRMAN: STAFF LIAISON:

Debbie Price Jenny Pakula

THE FOLLOWING IS REPORTED FOR YOUR INFORMATION ONLY AND DOES NOT AFFECT ASSOCIATION POLICY OR BUDGET: The HOME Foundation has completed the following since the September 2013 report: th The 5 Annual Driving it HOME Golf Tournament is scheduled for July 17, 2014 at Langdon Farms. At the time of writing this report, all hole sponsorships are sold as well as 75% of the corporate sponsorships. A full field of 144 golfers is expected. The 7th Annual Taste of Portland will be held September 18, 2014, at the Oregon Golf Club. The 2013 Taste of Portland income was over $50,000, with a net profit of $43,000. ® In 2013, the Oregon Association of REALTORS HOME Foundation distributed $123,000.00 in grants to 22 different organizations across Oregon including;

• • • • • • • • • • • • • • • • • • • • • •

ACCESS Home Ownership Center (Received $17,000) (Rogue Valley Association) Community Action Team – Self Help Option (Received $5,000) (Columbia County Board) Community Action Team – Veterans/Seniors/Disabled Home Repair (Received $5,000) (Columbia County Board) Community Energy Project, Inc. (Received $5,000) (Portland Metro Association) Corvallis Neighborhood Services, Inc. (Received $5,000) (Santiam Board) Benton Habitat for Humanity (Received $5,000) (Willamette Association) Columbia County Habitat for Humanity (Received $5,000) (Columbia County Board) Cottage Grove Area Habitat for Humanity (Received $5,000) (Cottage Grove Board) Habitat for Humanity of Lincoln County (Received $5,000) (Lincoln County Board) McMinnville Area Habitat for Humanity (Received $5,000) (Yamhill County Association) Habitat for Humanity Portland/Metro East (Received $5,000) (East Metro Association) Mid-Willamette Valley Habitat for Humanity (Received $5,000) (Salem Association) North Willamette Valley Habitat for Humanity (Received $5,000) (North Willamette) Habitat for Humanity Rogue Valley (Received $5,000) (Rogue Valley Association) Tillamook County Habitat for Humanity, Inc. (Received $5,000) (Tillamook County Board) Hacienda CDC (Received $5,000) (Portland Metro Association) Klamath & Lake Community Action Services (Received $5,000) (Klamath County Association) Portland Housing Center (Received $6,000) (Portland Metro Association) Rebuilding Together Portland, OR (Received $5,000) (Portland Metro Association) ReFIT, Remodeling for Independence (Received $5,000) (Portland Metro Association) Umpqua Community Development Corp. (Received $5,000) (Douglas County Association) Umpqua Community Development Corp. (UCHC) (Received $5,000) (Coos County Board)

The grant application process will begin in October. The HOME Foundation Board of Directors will award grants in early December. Since inception, the HOME Foundation has awarded over $500,000.00 in grants. 57


REALTOR速 Oregon Association of REALTORS速 2110 Mission Street SE Salem OR, 97302

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