Florida Regulations 61J1-4.010: Supervision and Training of Registered Trainee Appraisers
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(1) All registered trainee appraisers shall be subject to direct supervision by a supervisory appraiser. In order to qualify as a supervisory appraiser and be responsible for the direct supervision of registered trainee appraisers, not to exceed three (3), the following conditions must be met:
(a) A supervisory appraiser must accept, acknowledge and recognize full responsibility for compliance with the Uniform Standards of Professional Appraisal Practice, Florida law or regulation for any and all research data collection, analysis, development or communication of any appraisal, appraisal review or appraisal report prepared with the assistance of a registered trainee appraiser as if the work was performed personally by the supervisory appraiser;
(b) A supervisory appraiser must be currently state-certified and have been in good standing with the certifying jurisdiction for at least three (3) years and shall not have been subject to any disciplinary action in any jurisdiction within at least the last three (3) years that affects the supervisory appraiser’s legal eligibility to engage in appraisal practice. In addition, an appraiser who is currently under probation may not act as a supervisory appraiser.
(c) Supervisory appraisers shall have been state-certified for a minimum of three (3) years prior to being eligible to become a supervisory appraiser.
(d) Prior to registering as a supervisor to any registered trainee appraiser, a certified appraiser shall complete a board approved supervisory course of a minimum of three (3) hours, within the preceding four (4) years. The course must comply with the course content adopted by the Appraiser Qualifications Board of the Appraisal Foundation December 9, 2011, pursuant to Florida Statutes § 475.615(2)
(2) The supervisory appraiser shall be responsible for the training and direct supervision of the registered trainee appraiser by:
(a) Accepting full and complete responsibility for any research, data collection, development, analysis or communication of any appraisal review or the appraisal report by signing and certifying the report is in compliance with the Uniform Standards of Professional Appraisal Practice, as defined in Section 475.611(1)(s), F.S.;
(b) Reviewing and verifying the accuracy of the registered trainee appraiser’s research, data collection, development, analysis or communication of any part of the appraisal, appraisal review, or, appraisal report writing process;
(c) Personally inspecting each appraised property with the registered trainee appraiser until the registered trainee appraiser is competent in accordance with the Competency Rule of the Uniform Standards of Professional Appraisal Practice, as required by Fl. Admin. Code R. 61J1-9.001, but for at least a minimum of the first six (6) months and 150 hours in sections I, II, and III of the Appraisal Experience Log for DBPR-RE-2300 of the registered trainee’s initial registration. This provision shall not be construed to require that the registered trainee appraiser attend all inspections.
(d) “”Personally inspecting each apprised property”” as stated in Fl. Admin. Code R. 61J1-4.010(2)(c), shall mean that the supervisory appraiser and registered trainee appraiser shall be at the property being appraised simultaneously and the occasion shall be used for teaching the registered trainee how to competently perform an inspection for valuation purposes.
(e) Once the supervisory appraiser is not required to accompany the registered trainee appraiser on each appraised property, the supervisory appraiser shall accept complete responsibility for any data or analysis developed by a registered trainee appraiser who performed an inspection of the property being appraised without the supervisory appraiser being present.
(f) Registering the trainee appraiser with Department through use of DBPR FREAB 14, Supervisor Designation/Termination Form as set forth in the Department’s Fl. Admin. Code R. 61-35.026 Failure to properly file form DBPR FREAB 14 shall subject the supervisor appraiser to disciplinary action. Any experience gained by the trainee while not properly registered shall not count toward the required training for an appraiser.
(3) A registered trainee appraiser is permitted to have more than one supervisory appraiser as specified in Florida Statutes § 475.6221
(4) Any supervising appraiser, whether acting as primary or secondary supervisor, may not supervise more than three (3) registered trainee appraisers at one time.
(5) An appraisal experience log shall be maintained jointly by the supervisory appraiser and the registered trainee appraiser. It is the responsibility of both the supervisory appraiser and the registered trainee appraiser to ensure the experience log is accurate, current and complies with the requirements of the registered trainee appraiser’s credentialing jurisdiction.
(6) A supervisory appraiser may not be employed by a registered trainee appraiser or by a corporation, partnership, firm, or group in which the registered trainee appraiser has a controlling interest.
(7) A registered trainee appraiser may accept appraisal assignments only from his or her primary or secondary supervisory appraiser.
(8) A registered trainee appraiser may only receive compensation for appraisal services through or from his or her authorized certified Supervisory Appraiser. Compensation from an employer of the supervisory appraiser is considered payment through the supervisor to the trainee appraiser.
(9) A registered trainee appraiser who made any contribution to the development or reporting of an appraisal must be named in the appraisal report and the work performed by the registered trainee appraiser must be described in detail.
(10) A supervisory appraiser must include the following statement in any report in which a registered trainee appraiser contributed to the development of the appraisal or the writing of the appraisal report: “”I, the supervisory appraiser of a registered trainee appraiser who contributed to the development or communication of this appraisal, hereby accept full and complete responsibility for any work performed by the registered trainee appraiser named in this report as if it were my own work.””
Rulemaking Authority 475.611, 475.614, 475.615 FS. Law Implemented 475.611, 475.615, 475.6221, 475.6222 FS. History-New 2-16-04, Amended 3-1-06, 12-4-06, 8-12-07, 11-25-07, 5-3-10, 12-11-11, 6-3-13, 4-15-15, 2-2-16, 8-16-17.
Terms Used In Florida Regulations 61J1-4.010
- Appraisal: A determination of property value.
- Corporation: A legal entity owned by the holders of shares of stock that have been issued, and that can own, receive, and transfer property, and carry on business in its own name.
- Jurisdiction: (1) The legal authority of a court to hear and decide a case. Concurrent jurisdiction exists when two courts have simultaneous responsibility for the same case. (2) The geographic area over which the court has authority to decide cases.
- Partnership: A voluntary contract between two or more persons to pool some or all of their assets into a business, with the agreement that there will be a proportional sharing of profits and losses.
- Probation: A sentencing alternative to imprisonment in which the court releases convicted defendants under supervision as long as certain conditions are observed.
(b) A supervisory appraiser must be currently state-certified and have been in good standing with the certifying jurisdiction for at least three (3) years and shall not have been subject to any disciplinary action in any jurisdiction within at least the last three (3) years that affects the supervisory appraiser’s legal eligibility to engage in appraisal practice. In addition, an appraiser who is currently under probation may not act as a supervisory appraiser.
(c) Supervisory appraisers shall have been state-certified for a minimum of three (3) years prior to being eligible to become a supervisory appraiser.
(d) Prior to registering as a supervisor to any registered trainee appraiser, a certified appraiser shall complete a board approved supervisory course of a minimum of three (3) hours, within the preceding four (4) years. The course must comply with the course content adopted by the Appraiser Qualifications Board of the Appraisal Foundation December 9, 2011, pursuant to Florida Statutes § 475.615(2)
(2) The supervisory appraiser shall be responsible for the training and direct supervision of the registered trainee appraiser by:
(a) Accepting full and complete responsibility for any research, data collection, development, analysis or communication of any appraisal review or the appraisal report by signing and certifying the report is in compliance with the Uniform Standards of Professional Appraisal Practice, as defined in Section 475.611(1)(s), F.S.;
(b) Reviewing and verifying the accuracy of the registered trainee appraiser’s research, data collection, development, analysis or communication of any part of the appraisal, appraisal review, or, appraisal report writing process;
(c) Personally inspecting each appraised property with the registered trainee appraiser until the registered trainee appraiser is competent in accordance with the Competency Rule of the Uniform Standards of Professional Appraisal Practice, as required by Fl. Admin. Code R. 61J1-9.001, but for at least a minimum of the first six (6) months and 150 hours in sections I, II, and III of the Appraisal Experience Log for DBPR-RE-2300 of the registered trainee’s initial registration. This provision shall not be construed to require that the registered trainee appraiser attend all inspections.
(d) “”Personally inspecting each apprised property”” as stated in Fl. Admin. Code R. 61J1-4.010(2)(c), shall mean that the supervisory appraiser and registered trainee appraiser shall be at the property being appraised simultaneously and the occasion shall be used for teaching the registered trainee how to competently perform an inspection for valuation purposes.
(e) Once the supervisory appraiser is not required to accompany the registered trainee appraiser on each appraised property, the supervisory appraiser shall accept complete responsibility for any data or analysis developed by a registered trainee appraiser who performed an inspection of the property being appraised without the supervisory appraiser being present.
(f) Registering the trainee appraiser with Department through use of DBPR FREAB 14, Supervisor Designation/Termination Form as set forth in the Department’s Fl. Admin. Code R. 61-35.026 Failure to properly file form DBPR FREAB 14 shall subject the supervisor appraiser to disciplinary action. Any experience gained by the trainee while not properly registered shall not count toward the required training for an appraiser.
(3) A registered trainee appraiser is permitted to have more than one supervisory appraiser as specified in Florida Statutes § 475.6221
(4) Any supervising appraiser, whether acting as primary or secondary supervisor, may not supervise more than three (3) registered trainee appraisers at one time.
(5) An appraisal experience log shall be maintained jointly by the supervisory appraiser and the registered trainee appraiser. It is the responsibility of both the supervisory appraiser and the registered trainee appraiser to ensure the experience log is accurate, current and complies with the requirements of the registered trainee appraiser’s credentialing jurisdiction.
(6) A supervisory appraiser may not be employed by a registered trainee appraiser or by a corporation, partnership, firm, or group in which the registered trainee appraiser has a controlling interest.
(7) A registered trainee appraiser may accept appraisal assignments only from his or her primary or secondary supervisory appraiser.
(8) A registered trainee appraiser may only receive compensation for appraisal services through or from his or her authorized certified Supervisory Appraiser. Compensation from an employer of the supervisory appraiser is considered payment through the supervisor to the trainee appraiser.
(9) A registered trainee appraiser who made any contribution to the development or reporting of an appraisal must be named in the appraisal report and the work performed by the registered trainee appraiser must be described in detail.
(10) A supervisory appraiser must include the following statement in any report in which a registered trainee appraiser contributed to the development of the appraisal or the writing of the appraisal report: “”I, the supervisory appraiser of a registered trainee appraiser who contributed to the development or communication of this appraisal, hereby accept full and complete responsibility for any work performed by the registered trainee appraiser named in this report as if it were my own work.””
Rulemaking Authority 475.611, 475.614, 475.615 FS. Law Implemented 475.611, 475.615, 475.6221, 475.6222 FS. History-New 2-16-04, Amended 3-1-06, 12-4-06, 8-12-07, 11-25-07, 5-3-10, 12-11-11, 6-3-13, 4-15-15, 2-2-16, 8-16-17.