The Valuation of Water and Wastewater Utility Systems

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Notes

If you’ve registered after 5 p.m. CDT, 6 p.m. EDT, 4 p.m. MDT, or 3 p.m. PDT on 7/20/21, please email nancy@execadminpros.com  for the Zoom Login Info. 

VIRTUAL Event via Zoom.  Registrants will receive an email with the Zoom Login Access information the day before the event.

Cancellation Policy

With written requests postmarked more than 14 days prior to seminar, refunds will be granted less a $30 cancellation fee.  For written requests postmarked 7 to 14 days prior to the event, a $50 cancellation fee will be applied. Cancellations 6 days or less prior to the seminar and “no shows” the day of the e7vent will forfeit payment.

Additional Information

Who Should Enroll

·         General Real Estate Appraisers

 

Seminar Description & Objectives

A one-day (7-hour) seminar providing real estate appraisers the foundation for preparing real estate appraisals that comply with applicable state statutes regulating the acquisitions of public utility systems by investor-owned utilities.

 

In recent years, the acquisitions by private utility companies (also referred to as investor-owned utility companies) of public utility systems, including water treatment and delivery systems and/or wastewater collection and treatment systems, have become more common.  The acquisitions of utility systems are part of a growing market trend regarding the privatization of public assets.  In several states, legislation was approved to regulate the process pertaining to transactions that meet certain criteria.  Most of the legislation includes provisions pertaining to the valuation of the utility system assets by professional real estate appraisers.

 

This seminar is intended to provide real estate valuation professionals the basic framework for valuing utility systems – including water and/or wastewater systems – in a manner that meets the requirements of the applicable rules and statutes governing the regulated transactions.

          

       Objectives

·         Identifying system components

·         Overview of valuation approaches

·         Third-party assessments and reports

·         Obtaining relevant data

·         Scope of work issues

 

 

Virtual Classroom-Live/Interactive Participation Guidelines: 
Students must have computer, webcam & microphone capability to participate & receive continuing education credit. The platform will be interactive and live. The instructor must be able to physically see and interact with all students and students must be able see and interact with the instructor.

 

If you have not already sent one in for a previously attended Louisiana Chapter offering, a copy of a photo ID (driver's license; passport; ID with photo & name) MUST be emailed to the Chapter office at nancy@execadminpros.com  as verification after you have registered for the offering prior to the offering start date, but no later than lunch the day of class. 

Only those students who provide the photo identification and “attend” the program in its entirety will receive a certificate of completion. Attendance will be taken at various times throughout the day.

You will receive a separate email from the Chapter Office with log-in/access information.  You do not need a paid account from ZOOM to participate. If you are using your iPad/iPhone/smartphone, please download the ZOOM app prior to offering.

Please check your webcam privacy settings on your computer. If you have a Lenovo laptop, you must have the Lenovo Vantage App installed on your computer for webcam to work. 

 

It is important to note that the AI educational programs that may be offered by virtual delivery *ARE NOT* approved in every state. Some states DO NOT allow virtual education.  ALL participants MUST check state approvals prior to registering for any chapter offered Appraisal Institute program.

 

 

Check state approvals before registering to make sure the states you are licensed have approved the course/seminar and allow Virtual education in place of classroom education during the pandemic. 

 

Contact the chapter with questions regarding participation guidelines: nancy@execadminpros.com  

SEMINAR SCHEDULE
Login Access: 7/21/21: 8 a.m. CDT
Welcome, Roll Call & Class: 7/21/21: 8:30 a.m. – 4 p.m.  CDT
**Lunch: 30 minutes

 

CE Credit Approvals
Appraisal Institute: 35 points

LA Appraiser Board:  7 Hours

AL Appraiser Board: 7 Hours
MS Appraiser Board: 7 Hours

TX Appraiser Board: 7 Hours

 

Attendance Policy
The Appraisal Institute, AQB, and LAREAB require full attendance (100%) at the seminar.  If the attendance roster reflects less than 100%, it could/will show up on the roster submission to the states.

 

Tuition Includes
Seminar materials 

 

Instructor & Developer
Joseph E. Batis, MAI, AI-GRS of Joliet, IL

Disclaimer Information

Special Note
Enrollment is on a first-come, first-served basis. The Louisiana Chapter reserves the right to cancel this Seminar if the minimum enrollment level is not reached.

National Disclaimer

This Educational Program was developed by an outside party. The Appraisal Institute Chapter made arrangements for the Third-Party to offer the Program with the intent of addressing topic(s) based on a certain chapter or local need for such topic, solely educational and informational purposes. The Appraisal Institute national organization was not involved in developing or organizing the Program and does not endorse the Program or its content.

The content of this Program, including but not limited to any written materials and presenter comments, does not represent the viewpoint of the Appraisal Institute (defined as including but not limited to, the national organization, its Regions, Chapters, members, candidates, affiliates and staff) unless formally adopted by the national Board of Directors. Further, the Appraisal Institute has not peer-reviewed or approved the content of the Program and does not warrant the accuracy or timeliness of the content of the Program. The Appraisal Institute does not publish examination review materials. The content of the Program is subject to court decisions and local, state and federal laws and regulations and any such revisions of such laws and regulations.

This Program is presented with the understanding that the Appraisal Institute is not engaged in rendering legal, accounting or other professional advice or services. Nothing in the Program is to be construed as the offering of such advice or services. If expert advice or services are required, attendees and readers are responsible for obtaining such advice or services from appropriate professionals.