OAR Reference Guide - Ohio Association of Realtors

Transcription

2011
Reference
Guide
A General Association reference resource
useful in assisting members of the Ohio
Association of REALTORS®
Executive Committee
The Executive Committee is the organization within the Association structure that has the responsibility of hiring a Chief Executive Officer and assuring the orderly conduct of the Association’s business between Director meetings.
The Executive Committee consists of the OAR President, President-elect, Treasurer, nine District Vice Presidents, the Immediate Past
President, one Past President Appointee, three appointees (with expertise in Public Policy, C/I, Professional Development and Products &
Services), two at-large appointees, one Executive Officer, and the NAR Regional Vice President (when from Ohio, or an OAR Past President when not from Ohio) and one appointee from a Local Board with fewer than 500 members who do not currently have a member
on the Committee. Also, any OAR Past President who has served or is serving as NAR President and the OAR Chief Executive Officer
serve as ex-officio members.
The Executive Committee meets in conjunction with the OAR Tri-Annual Meetings, in August and in December. They also meet on call of
the President as needed.
The Code of Regulations provision relating to the Executive Committee is under Article III. The Executive Committee has full authority to
act for the Board of Directors in between the OAR Tri-Annual Meetings. The Executive Committee is responsible for screening all recommendations for programming changes, new programs, etc., which come from the Association’s committee structure. After consideration
by the Executive Committee, the recommendation is forwarded to the Board of Directors along with the Executive Committee’s recommendation.
Meg Hudson
President
Cutler Real Estate
414 N. Main St.
Kent, OH 44202
330/678-1277 -- FAX: 330/678-2344
Email: [email protected]
Spouse: Lenny
Steve Merkle
District #3 Vice President
Cutler Real Estate
921 Longbrook Dr.
Wadsworth, OH 44281
330/328-3456 -- FAX: 866/805-8406
Spouse: Amanda
Bob Miller
President-elect
RE/MAX Premier Choice
6075 Glick Rd.
Powell, OH 43065
614/410-1809 -- FAX: 614/792-6683
Spouse: Norma
Chris Hall
The Danberry Co.
3624 Navarre Ave.
Oregon, OH 43616
419/691-2800 -- FAX: 419/794-8680
Tom Williams
Treasurer
Williams & Kuhn 1st Choice Realty Group, LLC
5231-3 S. Canfield-Niles Rd.
Canfield, OH 44406
330/286-3565 -- FAX: 330/286-3566
Spouse: Davene
Mike Kozinski
Keller Williams Legacy Group
6269 Frank Ave., NW
North Canton, OH 44720
330/495-2660 -- FAX: 330/433-6010
Spouse: Shirley
Sara Calo
Howard Hanna
8804 Mentor Ave.
Mentor, OH 44060
440/796-0246 -- FAX: 440/368-5510
Spouse: Jack
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Nancy Eubanks
Roediger Realty Inc.
331 Mt. Vernon Ave.
Springfield, OH 45503
937/322-0352 -- FAX: 937/322-5280
Greg Hrabcak
Real Living Business/The Comm. Partnership
77 Nationwide Blvd.
Columbus, OH 43215
614/888-3456 ext. 408 -- FAX: 614/481-4355
Spouse: Donna
Rick DeLuca
DeLuca Realty
560 Canton Rd.
Wintersville, OH 43953
740/264-6989 -- FAX: 740/264-9898
Spouse: Sheila
Executive Committee
Marian Everhart
ERA Martin & Associates
1010 Leesburg Ave.
Washington C.H., OH 43160
740/998-4021 -- FAX: 740/998-4712
Spouse: Dirck
Felicia Rowe
Small Board Appointee
USA-1 Real Estate
400 W. High St.
Mt. Vernon, OH 43050
740/398-7990 -- FAX: 740/397-5030
Spouse: Matthew
Sheila Bell
Coldwell Banker West Shell
7431 Pondview Pl., #203
Cincinnati, OH 45244
513/325-5043
Sandy Naragon
EO Appointee
Akron Area Board of REALTORS®
565 Wolf Ledges Parkway
Akron, OH 44311
330/434-6677 -- FAX: 330/434-4641
Spouse: Jeff
Young Kim
Appointee
Young Kim Realty, LLC
511 Windsor Park Dr.
Dayton, OH 45459
937/433-5335 -- FAX: 937/433-4753
Spouse: John Kim
Jim Camp
Appointee
Cutler Real Estate
4618 Dressler Rd., NW
Canton, OH 44718
330/495-0228 -- FAX: 330/492-1831
Spouse: Cincy
Hal Maxfield
Appointee
Hal Maxfield Real Estate, Inc.
380 N. Main St.
Mansfield, OH 44902
419/524-0010 -- FAX: 419/524-4914
Spouse: Carol
Gloria Alonso Cannon
At-Large Appointee
Real Living HER
4041 H. High St., Ste. 302
Columbus, OH 43204
614/824-5419 -- FAX: 614/643-2829
Spouse: Tim
Gary Cain
At-Large Appointee
Gary W. Cain REALTORS®
P.O. Box 116
East Springfield, OH 43925
(740) 266-2246 -- FAX: (614) 266-6925
Spouse: Margaret
Steve Casper
Past President Appointee
Comey & Shepherd REALTORS®
9857 Montgomery Rd.
859/394-4444 -- FAX: 513/297-3060
Spouse: Bonnie
Barbara Lach
Past President Appointee
Coldwell Banker King Thompson
1670 Fishinger Rd.
Columbus, OH 43220
614/451-0808 -- FAX: 614/451-3668
Spouse: Ralph D. Lach, M.D.
Doug McCloud
Immediate Past President
Aspen Realty Corp.
1010 Jackson Hole Dr., Ste. 200
Blacklick, OH 43004
614/296-3902 -- FAX: 614/860-1474
Steve Brown
NAR Appointee
Irongate Inc., REALTORS®
1353 Lyons Rd.
Dayton, OH 45408
937/436-2700 -- FAX: 937/438-7772
Harley E. Rouda, Sr.
NAR Past President
HER Real Living
5737 Barry Trace
Dublin, OH 43017
614/761-9131
Spouse: Marlese
Page 5
Chairmen & Vice Chairmen
Member Interests & Public Policy Advocacy
Enlarged Legislative Committee
To maintain contact with state elected officials which assists the
Association in the support or opposition of legislation on behalf of
REALTORS® and private property owners in Ohio. The committee
discusses legislation being considered in the Ohio House and Senate.
Encourages REALTORS® to take an active role in the political process
at the state and local level through numerous political participation
programs designed to promote or oppose candidates or issues.
Chris Hall, Chairman
The Danberry Co.
3624 Navarre Ave.
Oregon, OH 43616
419/691-2800 -- FAX: 419/794-8680
Greg Hrabcak, Vice Chairman
77 Nationwide Blvd.
Columbus, OH 43215
614/888-3456 ext. 408 -- FAX: 614/481-4355
Chris Hall, EC Liaison
Paul Glass/Scott Williams, Staff Liaisons
Appraisal Committee
To monitor and evaluate any activities in the State of Ohio pertaining
to appraisals or appraisers. It also reviews all pertinent legislation applying to the appraisal industry.
Jonathan M. Hall, Chairman
JMH Assoc. Inc.
129 E. Spring St.
St. Marys, OH 45885
419/394-4203 -- FAX: 419/394-8282
Issues Mobilization Committee
Promotes the REALTOR® position on public policy issues by
providing resources to affect the outcome of ballot issues,
state and federal legislation, local ordinances, regulations and
resolutions. The committee evaluates and approves or disapproves funding requests submitted by Local Boards, OAR or
NAR. Funding requests which exceed 10% of the overall Fund
balance as of the beginning of the year must also receive the
approval of the Executive Committee.
Dan Crouse, Chairman
Real Living Volpini Realty Group
8740 E. Market St.
Warren, OH 44484
330/856-5700 -- FAX: 330/856-4234
Dirck Everhart, Vice Chairman
1010 Leesburg Ave.
Washington C.H. OH 43160
740/636-0393 -- FAX: 740/636-0394
Legal Action Committee
The Committee’s primary purpose is to: 1) provide assistance,
guidance and direction to Local Boards in connection with law
suits in which they become involved which has significance
beyond the local situation; 2) recommend cases which should
be defended or filed on behalf of REALTORS®, Boards or the
State Association and following through on those approved
actions; 3) oversee all litigation in which the Ohio Association
of REALTORS® is involved, making recommendations for further
involvement or removal of involvement; and 4) communicate
areas of general interest to members.
Jim Camp, Chairman
Cutler Real Estate
4618 Dressler Rd., NW
Canton, OH 44718
330/495-0228 -- FAX: 330/492-1831
Beth Sigg, Vice Chairman
Northwest Real Estate Services
1940 E. 2nd
Defiance, OH 43512
419/784-0615 -- FAX: 419/784-0291
Page 6
Jim Camp, EC Liaison
Paul Glass, Staff Liaison
Rick DeLuca, EC Liaison
Scott Williams, Staff Liaison
Marilou Butcher Roth, Vice Chairman
Group REALTORS®
8280 Montgomery Rd., #306
513/706-4920 -- FAX: 513/985-2109
Chris Hall, EC Liaison
Peg Ritenour, Staff Liaison
Member Interests & Public Policy Advocacy
Local Government Forum
To foster discussion and create greater awareness of issues affecting real estate involving local units of government, including
cities, counties and townships. Forums shall allow members to
share and seek information on local governmental trends and
generally discuss local problems. Forums may include speakers
who are able to convey information on pertinent local issues, as
well as open discussion by attendees.
Political Activity & RPAC Fundraising Committee
To encourage Local Board members to be an active participant in
the RPAC Campaign and to implement and maintain OAR’s grassroots lobbying programs.
Dave Bissler, Chairman
Stouffer Realty
4030 St. Rt. 43, Ste. 203
Kent, OH 44240
330/819-5619 -- FAX: 330/677-3288
Greg Hrabcak, Chairman
77 Nationwide Blvd.
Columbus, OH 43215
614/888-3456 ext. 408 -- FAX: 614/481-4355
Tiffany Meyer, Vice Chairman
Howard Hanna J.C. Meyer REALTORS®
1171 East Main St.
Ashland, OH 44805
419/289-2600 -- FAX: 419/281-9846
Suzie Roselius, Vice Chairman
Irongate Inc., REALTORS®
3295 Kemp Rd.
Dayton, OH 45431
937/426-0800 -- FAX: 937/426-622
Gloria Cannon, EC Liaison
Greg Hrabcak, EC Liaison
RPAC Trustees Committee
Guides the Association and its members in effective political action
in support of candidates who are receptive to the legislative policies
and objectives of OAR.
Joe Zidian, Chairman
Zid Realty & Associates
9251 Market St.
North Lima, OH 44452
330/758-1607 -- FAX: 330/758-7534
Jeff Fangman, Vice Chairman
Danberry REALTORS®
3555 Briarfield Blvd.
Maumee, OH 43537
419/866-8888 -- FAX: 419/794-6994
Barbara Lach, EC Liaison
Page 7
Information Development, Technology & Communications
Communications Committee
The purpose is to promote the term REALTOR®, the professional
expertise of REALTORS® and the activities and interests of the Ohio
Association of REALTORS® and its Local Boards/Associations.
Economic Issues & Trends Forum
To foster Board leadership and general membership awareness
of industry economic issues and trends through forum presentations and discussions.
Nancy Eubanks, Chairman
Roediger Realty Inc.
331 Mt. Vernon Ave.
Springfield, OH 45503
937/322-0352 -- FAX: 937/322-5280
Ed Sitter, Chairman
Danberry REALTORS®
1090 W. South Boundary - Ste. 600
Perrysburg, OH 43551
419/872-2410
Toby Boyce, Vice Chairman
Keller Williams Consultants
5400 Frantz Rd., Ste. 100
Dublin, OH 43016
740/990-9748 FAX: 614/932-9512
Sara Calo, Vice Chairman
Howard Hanna
8804 Mentor Ave.
Mentor, OH 44060
440/796-0246 -- FAX: 440/368-5510
Nancy Eubanks, EC Liaison
Carl Horst, Staff Liaison
Business Technology Forum
To increase member awareness and understanding of how technology may be utilized in various aspects of real estate business activities. To allow members to share and seek information and learn of
technological applications which serve the needs of brokers as well
as salespersons.
Sara Calo, EC Liaison
Greg Stitz, Staff Liaison
Equal Opportunity-Diversity Committee
The Equal Opportunity-Diversity Committee’s mission is that
the EODC will be the primary source of creative strategies to
encourage and assist member Boards and REALTORS® in eliminating barriers to fair housing and diversified communities.
The committee reports directly to the Executive Committee
Chris Carrillo, Chairman
CRIS Regional MLS
P.O. Box 2999
Akron, OH 44309
330/376/0015 FAX: 800/650-1902
Young Kim, Chairman
Young Kim Realty, LLC
511 Windsor Park Dr.
Dayton, OH 45459
937/433-5335 -- FAX: 937/433-4753
Gerry O’Neil, Vice Chairman
C.R. O’Neil & Co.
3151 N. High St.
Columbus, OH 43202
614/261-6767 -- FAX: 614/263-3032
Sandy Naragon, EC Liaison
Cherie Murray, Staff Liaison
Nick Popadyn, Jr., Vice Chairman
Dayton Area Board of REALTORS®
1515 S. Main St.
Dayton, OH 45409
937/223-0900 -- FAX: 937/223-1084
Research Advisory Committee
Sheila Bell, EC Liaison
Ann Swisher, Staff Liaison
Oversees the implementation of the research objective included in the OAR Strategic Plan. Also focuses on the real estate industry,
specific to Ohio, in identifying topics on which research and information is needed to improve the performance of REALTORS®, REALTOR®
firms and Local Boards/Associations.
Georgiana Nye, Chairman
Sandra Butler, Vice Chairman
Coldwell Banker Heritage REALTORS®
Sibcy Cline REALTORS®
16 Ashbridge Rd.
8040 Montgomery Rd.
Dayton, OH 45419
937/266-5511 -- FAX: 937/306-1806
513/793-2121 -- FAX: 513/619-9728
Page 8
Steve Brown, EC Liaison
Board Development & Support Services
Association Executives Committee
To provide a forum for Local Board Association Executives to discuss matters of administrative concern at the Local Board level, and
to provide a free flow of information between boards. The Committee also provides counsel and advice to the Association Officers
based upon their years of service to the Association.
Rose Wanosik, Chairman
Tuscarawas County Board of REALTORS®
1219 Third Street, NW
New Philadelphia, OH 44663
330/343-7736 -- FAX: 330/364-5103
Sharon Sample, Vice Chairman
Ashland Board of REALTORS®
19 W. Main, Rooms 11/12
Ashland, OH 44805
419/281-2700 -- FAX: 419/281-4349
Sandy Naragon, EC Liaison
Bob Fletcher, Staff Liaison
Commercial/Industrial Committee
Members debate and discuss issues of importance to commercial/
industrial REALTORS®. They update REALTORS® on issues facing
the REALTOR® who derives the majority of their income from the
sales or leasing of commercial/industrial and income producing
real estate.
Phil Morrical, III, Vice Chairman
Morrical Realty
337 Ludlow St.
Hamilton, OH 45011
513/863-6669 -- FAX: 513/893-3015
Auction Forum
To address the expanding use of auctions to market and sell real
estate. It is the forum's responsibility to advise and consent on
legislative positions, deal with marketing issues and other liaisonrelated issues with the real estate brokerage community.
Hal Maxfield, EC Liaison
Convention Committee
To plan and produce the OAR Annual Convention
Marian Everhart, Chairman
1010 Leesburg Ave.
Washington C.H., OH 43160
740/998-4021 -- FAX: 740/998-4712
Robert “Dan” Dull, Chairman
Community First Real Estate
8433 South Ave., Bldg #1, Ste. #4
Poland, OH 44514
330/629-8888 -- FAX: 330/259-0466
Brad Cain, Vice Chairman
Gary W. Cain REALTORS® & Auctioneer
2724 Sunset Blvd.
Steubenville, OH 43952
740/266-2246 -- FAX: 740/266-6925
Joseph P. Ditchman, Jr., Chairman
Ostendorf-Morris
1100 Superior Ave., 8th Floor
Cleveland, OH 44114
216/861-5405 -- FAX: 216/861-4672
Gloria Alonso Cannon, Vice Chairman
Real Living HER
4041 N. High St., Ste. 302
Columbus, OH 43204
614/824-5419 -- FAX: 614/643-2829
Nancy Eubanks, EC Liaison
Jenna Bragg, Staff Liaison
Gary Cain, EC Liaison
Nikki Gasbarro, Staff Liaison
Page 9
Board Development & Support Services
Mediators’ Forum
The Mediators’ Forum is to: 1) stimulate interest in mediation
as the strategy-of-choice for resolving monetary disputes between (among) real estate professionals; 2) introduce members
to its “win-win” benefits through creative local promotions; and
3) enhance mediators’ applied skills by sharing tactical tips and
techniques.
Products & Services Committee
Its primary purpose is to review new product and service proposals,
make recommendations thereon to the Executive Committee and
periodically evaluate those programs already offered to the membership by the Association.
Andy Camp, Chairman
Cutler Real Estate
3653 Darrow Rd.
Stow, OH 44224
330/492-7230
Steve Casper, Chairman
9857 Montgomery Rd.
859/394-4444 -- FAX: 513/297-3060
Joann Amos, Vice Chair
Welles Bowen REALTORS®
1224 W. Wooster, Ste. B
Bowling Green, OH 43402
419/352-6565 ext. 110 -- FAX: 419/352-2654
Sandy Locascio, Vice Chairman
Stouffer Realty, Inc.
4831 Darrow Rd., Ste. 103
Stow, OH 44224
330/564-0711 -- FAX: 330/294-1044
Steve Casper, EC Liaison
Mike Kozinski, EC Liaison
Professional Standards Forum
MLS Forum
The primary purpose of the Professional Standards Forum is to
To facilitate discussion, awareness and understanding of MLSfacilitate discussion, awareness and understanding of Professional
related issues. The MLS Forum provides a vehicle through which
Standards-related issues. The Forum also serves as a vehicle
participants can share and seek information relevant to those who through which participants can share and seek information reladminister, or participate in, a Multiple Listing Service. The forum evant to those involved in the administration and enforcement of
reports directly to the Executive Committee
the REALTORS® Code of Ethics. The Forum reports directly to the
Executive Committee.
Steve Merkle, Chairman
Cutler Real Estate
Brad Knapp, Chairman
921 Longbrook Dr.
Henkle-Schueler REALTORS®
Wadsworth, OH 44281
110 S Broadway St.
330/328-3456 -- FAX: 866/805-8406
Lebanon, OH 45036
513/932-6070 -- FAX: 513/932-9988
Chris Carrillo, Vice Chairman
CRIS Regional MLS
P.O. Box 2999
Akron, OH 44309
330/376/0015 FAX: 800/650-1902
Page 10
Steve Merkle, EC Liaison
Geraldine “Jerri” Florio, Vice Chairman
Northwood Realty Services
8230 E. Market St.
Warren, OH 44484
330/856-6100 -- FAX: 330/856-6107
Steve Casper, EC Liaison
Organizational Development & Management
Distinguished Service Award Committee
To give recognition to long-standing members who have demonstrated an uncommon commitment to the goals and purposes of
the Association at all levels.
Diane Carnes, Chairman
Carnes Realty
25 E Main St
Chillicothe, OH 45601
740/775-1112 -- FAX: 614/773-5400
Past Presidents Advisory Committee
Provides counsel and advice to the current officers of the Association, at
their request, based upon their years of service to the Association. Also,
to provide a forum for fellowship of those who have served as President
of OAR.
Bonnie Boyd, Chairman
Howard Hanna Real Estate Services
11112-A Prouty Rd.
Concord Twnshp, OH 44077
440/339-8800 FAX: 440/639-0865
Pat O’Neil, Vice Chairman
C.R. O’Neil Co.
3151 N High St
Columbus, OH 43202
614/261-6767 -- FAX: 614/263-3032
Judi Patriski, Vice Chairman
Quad Realty Co.
5466 Pearl Rd.
Cleveland, OH 44129
440/886-4900 -- FAX: 440/886-6400
N/A, EC Liaison
Finance Committee
To formulate the Strategic Long Range Plan, as a guide to the Association’s future, and to encourage implementation of it through Association
programs and committees.
Formulates recommendations concerning strategic and financial
planning, control, budgeting and efficient utilization of the Association’s resources.
Strategic Planning Committee
Emily MacKendrick, Chairman
Eva Carey Realty
111 N. Main St.
Urbana, OH 43078
937/652-4663 -- FAX: 937/652-4588
Bob Miller, Chairman
6075 Glick Rd.
Powell, OH 43065
614/410-1809 -- 614/792-6683
Chris Reese, Vice Chairman
Metro II Realty
4920 Reed Rd., Unit C
Columbus, OH 43220
614/484-0202 -- FAX: 614/635-1445
N/A — Vice Chairman
Tom Williams, EC Liaison
Shauna Darfus, Staff Liaison
Nominating Committee
To review nominations submitted for the position of Director of
the National Association of REALTORS® and for the officers of the
Ohio Association of REALTORS®.
Jonathan M. Hall, Chairman
JMH Assoc. Inc.
129 E. Spring St.
St. Marys, OH 45885
419/394-4203 -- FAX: 419/394-8282
Gloria Alonso Cannon, EC Liaison
Young Professionals Network
The Network’s purpose is to cultivate the next generation of REALTOR®
Association leaders. It ensures that the organization’s interests as well as
committees are well represented among all age groups and experience
levels. The Network will work to establish local chapters within OAR’s nine
districts with the help of District Vice Presidents and Local Board leaders.
Tiffany Meyer, Chairman
Howard Hanna J.C. Meyer REALTORS®
1171 East Main St.
Ashland, OH 44805
419/289-2600 -- FAX: 419/281-9846
Doug McCloud, Vice Chairman
Aspen Realty Corp.
1010 Jackson Hole Dr Ste 200
Blacklick, OH 43004
614/296-3902 -- FAX: 614/860-1474
Jon Hall, EC Liaison
Andrew Guanciale, Vice Chairman
591 Country Club Dr.
Newark, OH 43055
740/403-6444 -- FAX: 740/344-8097
Doug McCloud, EC Liaison
Debbie Wedebrook, Staff Liaison
Felicia Rowe, EC Liaison
Page 11
Professional Development Assistance
Professional Development Committee
Formulates and recommends policies and programs designed
to meet the educational needs of members. The scope of
the committee’s involvement shall include state educational
requirements and related programs offered by the Association,
the Ohio REALTORS® Institute, specialized training programs, instructor development, cooperative programs with Local Boards
and other activities relevant to real estate education in Ohio.
Professional Development Forum
To facilitate discussion, awareness and understanding by Board leaders and the general membership of educational programs and activities offered by the Association and other Local Boards in Ohio. The
forum shall allow participants to share and seek information, offer
suggestions to other participants and the Association and generally
assist in identifying the educational needs of real estate professionals.
Bonnie Boyd, Chairman
Howard Hanna Real Estate Services
11112-A Prouty Rd.
Concord Twnshp, OH 44077
440/339-8800 FAX: 440/639-0865
Deborah Sasser, Chairman
4139 Colonel Glen Hwy.
Beavercreek, OH 45431
937/718-7130 -- FAX: 937/306-1846
Deb Sasser, Vice Chairman
4139 Colonel Glen Highway
Beavercreek, OH 45431
937/718-7130 -- FAX: 937/306-1846
Jackie Cassara, Vice Chairman
Howard Hanna
800 West St. Clair Ave.
Cleveland, OH 44113
216/643-9879
Young Kim, EC Liaison
Tim Lockwood, Staff Liaison
Legal Issues Forum
To increase awareness and understanding on the part of Board
leaders and the general membership of legal issues relevant to
the Association and the real estate business. Forums shall allow
members to share and seek information of a legal nature and offer suggestions on how the Association may provide assistance.
Marilou Butcher-Roth, Chairman
Group REALTORS®
8280 Montgomery Rd., #306
513/706-4920 -- FAX: 513/985-2109
Residential Property Management
& Investment Forum
The objective of the forum is to provide opportunities for members
who engage in property management activities to share information
on practices, procedures and applicable Ohio law that will contribute
to a higher level of competency and professionalism in this area of
specialization. The format of the forum may include guest speakers,
open discussion or roundtables on specific issues.
Lenny Lawrence, Chairman
Legacy Group Realty
6269 Frank Ave NW
N. Canton, OH 44720
330/494-9300 -- FAX: 330/830-3800
Chris Hall, Vice Chairman
The Danberry Co.
3624 Navarre Ave.
Oregon, OH 43616
419/691-2800 -- FAX: 419/794-8680
Page 12
Doug McCloud, EC Liaison
Peg Ritenour, Staff Liaison
Young Kim, EC Liaison
Sara Wingart, Vice Chairman
Coldwell Banker Hohman Wingart REALTORS®
716 W. Market St., Ste. C
Tiffin, OH 44883
419/447-0001 -- FAX: 419/447-6509
Marian Everhart, EC Liaison
Debbie Wedebrook, Staff Liaison
Professional Development Assistance
Resort & Second Home Forum
Facilitates discussion and awareness, as well as share information
on the challenges and opportunities in the Resort/Second Home
market.
Scholarship Committee
Make recommendations on scholarships to the Ohio REALTORS® Charitable & Education Fund Trustees and to interview candidates and make selections for the OSU/OAR
Scholarship Awards.
David Klacik, Chairman
Klacik Real Estate
87 W. McKinley Way
Poland, OH 44514
330/507-1256 -- FAX: 330/757-8864
Tim Cocanour, Chairman
591 Country Club Dr.
Newark, OH 43055
740/344-0526 -- FAX: 614/474-1676
Joanne Berardi, Vice Chairman
Realty Executives Strayer Group
1805 E. Perkins Ave.
Sandusky, OH 44870
419/433-3250 -- FAX: 419/433-3250
Alasandra Whitley, Vice Chairman
Cutler Real Estate
2800 W. Market St.
Fairlawn, OH 44333
330/777-3307 -- FAX: 330/777-3307
Sara Calo, EC Liaison
Tim Lockwood, Staff Liaisons
Rick DeLuca, EC Liaison
Page 13
OAR Past Presidents
Immediate Past President
Doug McCloud
Aspen Realty Corp.
1010 Jackson Hole Dr Ste 200
Blacklick, OH 43004
614/296-3902 -- FAX: 614/860-1474
Paul J. Everson -- 1969
Paul J Everson & Assoc.
26100 Brush Ave.
Cleveland, OH 44132-3202
(216) 731-6200 FAX: (216) 731-6200
Spouse: Kay
Robert H. Arnold -- 1974
2316 Delaware Dr.
Cleveland Heights, OH 44106-3116
(216) 321-7374
Spouse: Jean
Richard J Fagan -- 1994
4263 Waterside Pl.
Grove City, OH 43123-8069
[email protected]
Spouse: Janice
Horace Boesch -- 1977
Coldwell Banker Heritage
4170 Brookdale Dr.
Dayton, OH 45429-1311
(937) 429-4500 FAX: (937) 439-6389
[email protected]
Spouse: Sue Ellen
Donald E. Fender, Jr, ALC -- 1979
121 Westover Dr.
Hillsboro, OH 45133-8536
(937) 393-4242 FAX: (937) 393-1212
[email protected]
Spouse: Ann
Bonnie J. Boyd, CRB -- 2003
Howard Hanna
11112-A Prouty Rd.
Painesville, OH 44077-2318
(440) 339-8800 FAX: 440/639-0865
[email protected]
Spouse: Bob
Don Freels, CAE – Honorary
210 Otter Ct.
Lakeview, OH 43331-9554
(937) 393-1212
[email protected]
Spouse: Carol
William Holden -- 1972
1333 Santa Barbara Blvd. Apt 645
Cape Coral, FL 33991-2819
(813) 261-7374
Spouse: Rheta
James M. Keyes, CRB -- 1989
Prudential One REALTORS®
2496 Commons Blvd.
Dayton, OH 45431-3774
(937) 306-5300 FAX: (937) 748-2018
[email protected]
Spouse: Judy
Brad Knapp, CRB -- 2008
Henkle-Schueler REALTORS®
110 S. Broadway St. Ste 1
Lebanon, OH 45036-1728
(513) 932-6070 FAX: (513) 932-9988
[email protected]
Spouse: Dianne
Myrna Kobre -- 1991
1000 Urlin Ave. Apt. 509
Columbus, OH 43212-3326
(614) 486-5888 FAX: (614) 486-0233
[email protected]
Joseph M. Gerdenich, CRB -- 1992
Gerdenich & Co
5415 Monroe St. Ste 1
Toledo, OH 43623-2892
(419) 885-2100 FAX: (419) 882-4252
[email protected]
Spouse: Shirley
Barbara B. Lach, CRS -- 2004
1670 Fishinger Rd.
(614) 451-0808 FAX: (614) 451-3668
[email protected]
Spouse: Dr. Ralph D. Lach
Steven C. Brown -- 2002
Irongate Inc
1353 Lyons Rd.
Dayton, OH 45458-1822
(937) 436-2700 FAX: (937) 438-7772
[email protected]
Armin J. Guggenheim -- 1987
Guggenheim Commercial Real Estate
23215 Commerce Park Ste 115
Beachwood, OH 44122-5843
(216) 765-8000 FAX: (216) 765-1338
[email protected]
Spouse: Charlotte
John J. Lynch -- 1999
Keller Williams Greater Cleveland West
30400 Detroit Rd. Ste. 103
(440) 899-5219 FAX: (216) 631-1256
[email protected]
Stephen R. Casper, ABR -- 1988
9857 Montgomery Rd.
(859) 394-4444 FAX: (513) 297-3060
[email protected]
Spouse: Bonnie
Jonathan M. Hall, GAA -- 2009
JMH & Associates
129 E. Spring St.
St. Marys, OH 45885
(419) 394-4203 FAX (419) 394-8282
[email protected]
Spouse: Kris
Walter J. DeGroft, Jr, CCIM -- 1984
22951 Rosedale Dr. Apt 202
Bonita Springs, FL 34135-8225
(419) 242-2300
[email protected]
Spouse: Kathleen
Owen V. Hall, GRI -- 1970
Owen Hall & Associates
109 E Forest St.
Celina, OH 45822-1298
(419) 586-7728 FAX: (419) 586-4885
[email protected]
Spouse: Madonna
Darlene B. Breen, CRS -- 2006
Coldwell Banker Heritage
6968 Beckett Ct.
Dayton, OH 45459-6201
(937) 913-9968 FAX: (937) 306-1271
[email protected]
Joseph P. Ditchman, Jr., SIOR -- 1995
Ostendorf-Morris
1100 Superior Ave. E Ste 800
(216) 861-7200 FAX: (216) 861-4672
[email protected]
Spouse: Eileen
Vincent A. Evers, CRS -- 1998
Vince Evers REALTORS®
7020 Hamilton Ave.
Cincinnati, OH 45231-5200
(513) 521-4433 FAX: (513) 729-4329
[email protected]
Spouse: Marilyn
Page 14
Terry Hankner, GRI -- 2001
6901 Wooster Pike
(513) 527-3001 FAX: (513) 561-0292
[email protected]
Spouse: John
Mary G Harpley, CRB -- 1985
528 Rothrock Rd., Unit 20
Akron, OH 44321
(330) 864-4141
Dale W. Marks -- 1978
6215 California Ave. NE
Louisville, OH 44641-9016
(330) 453-9026 FAX: (330) 456-8932
[email protected]
Spouse: Lois
Philip O. Morrical, Jr, GRI -- 1993
Morrical Realty
337 Ludlow St.
Hamilton, OH 45011-2923
(513) 863-6669 FAX: (513) 893-3015
[email protected]
Spouse: Sherry
Patrick J. O’Neil, CRS -- 2007
Century 21 C R O’Neil & Co
3151 N High St.
(614) 261-6767 FAX: (614) 263-3032
[email protected]
Spouse: Christine
Edgar J. Owen -- 1976
2492 Onandaga Dr.
(614) 267-3536
Spouse: Phyllis
Harley E. Rouda -- 1986
HER Real Living
5737 Barry Trace
Dublin, OH 43017-2231
(614) 273-6002 FAX: (614) 442-2907
[email protected]
Spouse: Marlese
Richard L. Royer, CPM -- 1982
Kohr Royer Griffith Inc
1480 Dublin Rd.
(614) 228-2471 ext. 363
[email protected]
Spouse: Ann
Henry J. Sawicki, Jr -- 1973
6546 Weatherfield Ct. Ste A2
Maumee, OH 43537-9253
(419) 381-0861 FAX: (419) 381-9611
[email protected]
Spouse: Lois
Nancy D. Sharp, CRB -- 1997
8080 Griswold Dr.
New Albany, OH 43054-8201
(614) 855-5443
[email protected]
Spouse: Walter
Almon R Smith -- Honorary
2900 Gulf Shore Blvd. N Apt 108
Naples, FL 34103-3900
(239) 261-0509
[email protected]
Spouse: Barbara
George W. Smith, CRB -- 2000
Prudential Metrix REALTORS®
6375 Riverside Dr., Ste. 230
Dublin, OH 43017-5241
(614) 761-0711 FAX: (614) 442-2907
[email protected]
Spouse: Debbie
James M. West, CRB -- 2005
Howard Hanna
890 Baldwin Dr.
Tallmadge, OH 44278-1625
(330) 686-1166 FAX: (330) 686-3249
[email protected]
Spouse: Dee
Ohio Department of Commerce
Ohio Division of Real Estate & Professional Licensing
The Ohio Division of Real Estate and Professional Licensing is a part of the Ohio Department of Commerce; the Division is the official licensing agency for all 45,000 real estate licensees in Ohio. The Division is staffed by 40 professionals in Columbus and Cleveland who carry out rules handed down during the monthly Real Estate Commission
meetings.
Acting
Superintendent
Staffers process initial applications and renewals of more than 45,000 real estate licensees annually, monitor the
Ann Petit
quality of continuing education courses and ensure the necessary credit has been obtained by license renewals.
Ohio Real Estate Commission
The Ohio Real Estate Commission is a five-member group, appointed by the governor, that meets once a month in the Division offices.
Four of the five must be active brokers. Commissioners set licensing requirements, make rules concerning licensees, handle complaints
about violations of state laws and regulations and suspend and revoke licenses. Commissioners also certify courses for continuing education credit and oversee the special Recovery Account.
The members of the Commission are:
Ann Thompson
A. Thompson & Co.
2878 Robers Ave.
513/385-0227
Term: 7/1/2010 - 6/30/2015
Terry Hankner
6901 Wooster Pike
Work: 513/527-3001 FAX: 513/561-0292
Term: 12/1/2008 – 6/30/2012
Gary L. Froelich, Esq.
Froelich Law Office Co., LPA
2310 Far Hills Ave., Suite 1812
Dayton, OH 45419-1575
Work: 937/226-1776 FAX: 937/226-1945
Term: 6/30/2009 – 6/29/2014
Rosetta Hayes-Borders
Tri-County Realty, Inc.
1555 Brice Rd.
Reynoldsburg, OH 43068
Work: 614/866-7972 FAX: 614/866-7984
Term: 7/14/2006 – 6/30/2011
David C. Paul, CRB
David Paul Institute of Real Estate, LLC
21700 Woodfield Trl.
Strongsville, OH 44149
440/238-5258
Term: 7/1/2010-6/30/2015
Ohio Real Estate Appraiser Board
The Ohio Real Estate Appraiser Board functions like the Ohio Real Estate Commission. The Board is the last stop for disputes over
licenses and over licensees’ actions. It can choose to renew licenses for appraisers who miss renewal deadlines; it can revoke or suspend
licenses when it determines appraisers violated appraisal laws.
The Board is a governor-appointed panel with rule making authority over the group it regulates—the appraisers. The state Legislature
enacts laws concerning appraisers, such as how many hours the state requires for licensing and certification;
Board members set specific policies to carry out those laws. Its Cleveland based staff of five—known as the Appraisal Section—is an arm
of the Ohio Division of Real Estate.
Donald Leto
Appraisal Service, Inc.
130 Benedict Ave.
Norwalk, OH 44857
419/663-6273
Term: 9/1/2010-6/30/2013
C. Patrick McAllister
C. Patrick McAllister & Assoc. Inc.
260 N Plaza Blvd.
Chillicothe, OH 45601-1798
740/773-3903
Term: 3/11/2009 - 6/30/2011
Raymond E. Houk
Ray Houk Realty
48 E. Pike St.
Fayetteville, OH 45118
513/875-3822 FAX: 513/875-4488
Term: 9/1/2009 – 6/29/2012
Ted McKinnis
Kegler Brown Hill and Ritter
381 E. Church St.
Marion, OH 43302
740/387-1120
Term: 8/25/2010 - 6/30/2013
Patricia Costello
The Robert Weiler Co.
10 N. High St., Ste. 401
Columbus, OH 43215
614/222-0174 FAX: 614/643-2647
Term: 9/1/2009 - 6/29/2012
Page 15
Local Boards by District (Membership totals)
District #1 (Mike Kozinski, DVP)
Ashtabula County Board (168)
Beaver Creek Area Association (76)
Portage County Association (255)
Stark County Association (770)
Warren Area (281)
Youngstown Columbiana Assn. (577)
District #2 (Sara Calo, DVP)
Cleveland Area (3478)
Firelands Association (487)
Lorain County Association (443)
Lake & Geauga Area Association (783)
District #3 (Steve Merkle, DVP)
Akron Area (1415)
Ashland (80)
Crawford County Board (44)
Mansfield (220)
Medina County (544)
Wayne-Holmes Association (214)
District #4 (Chris Hall, DVP)
Heartland (228)
Northwestern Ohio (307)
Toledo (1317)
West Central Association (324)
Wood County (93)
Page 16
District #5 (Nancy Eubanks, DVP)
Darke County Association (106)
Dayton Area (2424)
Midwestern Ohio Assn. (450)
Springfield (228)
District #6 (Greg Hrabcak, DVP)
Columbus (5735)
Delaware County (118)
Knox County (84)
Lancaster (204)
Licking County (222)
Marion (133)
Marysville Association (98)
District #7 (Rick DeLuca, DVP)
Belmont County (94)
Cambridge (76)
Coshocton County (64)
Marietta (81)
Perry County (29)
Steubenville (77)
Tuscarawas County (165)
Zanesville (150)
District #8 (Marian Everhart, DVP)
Athens County (99)
Greater Portsmouth Area (103)
Scioto Valley Association (188)
District #9 (Sheila Bell, DVP)
Cincinnati Area (4068)
Clinton County (96)
Hamilton-Fairfield-Oxford (347)
Highland County (105)
Middletown (156)
Southern Ohio (402)
Warren County (138)
Local Board Membership Totals as of 12/15/10
OAR Key Services
Member & Board Services Group
The Member & Board Services Group provides a wide range of services. For more information regarding the products/services listed
below, contact the Board Services Group.
Board Research Assistance — Upon request, OAR will assist
member Boards in conducting membership surveys, program and
product evaluations, and planning strategies for the future.
Fair Housing & Equal Opportunity — Through its Equal Opportunity Diversity Committee, the Association monitors state and
national law dealing with equal housing opportunity and other
fair housing issues, and informs members and Boards as to how
these laws impact their businesses and communities. OAR also
promotes development of implementation strategies, distribution
of guidelines and other resource materials, training Board leaders and other members. OAR’s Board Support Services Director
provides remote or on-site assistance to Boards upon request.
Governing Document Assistance — Board Support Services staff is
available to assist Local Boards in maintaining compliance with the
National Association’s recommended policies and procedures and
to counsel Local Board officials in drafting new documents, such as
Bylaws, MLS Rules and Regulations, and administrative policy.
Interboard Arbitration Procedures — When members of different
boards cooperate in selling property and a commission dispute
arises, the Ohio Association Interboard Arbitration procedures
may be used to guide the boards in handling the dispute.
Issues Manuals — In-depth reports examining such pertinent issues as agency, environmental hazards and seller disclosure, made
available to the membership at a nominal price.
Multiple Listing Assistance — Board Support Services staff is available to assist with questions or concerns relating to the formation,
operation and/or regionalization of Local Board Multiple Listing
Services.
Multi-Board Management Services — Board Support Services
staff provides selected administrative and managerial services to
subscribing Boards, and makes on-site visits as needed to establish
and maintain the delivery of required service. Staff is also available to provide procedural and administrative support to Boards
contemplating mergers or regionalized program structure.
OAR President’s Sales Club —This award recognizes exemplary
sales performance by Ohio REALTORS® in four (4) levels of attainment for individuals and now for teams.
Individual Category
•Award of Achievement - $1 Million in sales or commercial leases
or 25 sale/lease transaction credits.
•Award of Distinction - $2.5 Million in sales or commercial leases
•Award of Excellence - $5 Million in sales or commercial leases or
75 sale/lease transaction credits.
•Pinnacle of Performance - $7.5 in sales or commercial leases or
100 sale/lease transaction credits.
Team Category
•Award of Achievement - $1.5 Million in sales or commercial
leases or 38 sale/lease transaction credits.
•Award of Distinction - $3.75 Million in sales or commercial leases
•Award of Excellence - $7.5 Million in sales or commercial leases
•Pinnacle of Performance - $11.25 Million in sales or commercial
leases or 150 sale/lease transaction credits.
OAR will also recognize the “Top 10” Individuals and Teams in both
dollar volume and transaction credits. These individuals will be
recognized at the OAR President’s Sales Club event during OAR’s
Annual Convention. Please see the official rules and regulations for
further details.
The application form is available on our website May 1, of the
current year. To be eligible, transactions must have been closed
during the period of July 1 (of the previous year) to June 30 (of the
current year).
Professional Standards — Board Support Services staff is available
to assist and offer customized training to Local Boards in understanding, implementing and administering proper professional
standards procedures as developed by the National Association of
REALTORS®. Administrator and mediation training is also available.
REALTOR® of the Year — This program provides recognition for
brokers and salespersons who have demonstrated outstanding
involvement and commitment in Local Board activities, State and
National functions, business and education experience and civic
activity. Local Board Nominees are honored at the OAR Convention. The REALTOR® of the Year for Ohio will also receive recognition during the National Association Convention.
Tri-Annual Meetings — Three times a year, OAR Committee members and Trustees gather to conduct Association business. Both
the Winter Conference and Spring Conference take place in Columbus and typically run from Sunday to Tuesday. The Convention,
which occurs in September, typically runs from Sunday to Wednesday, and is always in Ohio. The Convention is filled with committee meetings, education programs, networking opportunities and
an exhibit area for attendees to view the products and services of
over 70 vendors.
White Papers — A thorough analysis of a single issue that impacts
the industry, available at no cost. Topics include earnest money
deposits, underground storage tanks, wetlands, general disclosure
issues, procuring cause, contracts, personal assistants, independent contractor status and advertising.
Member Discounts/Offers/Programs -- Visit the Members section
of OAR’s Website (www.ohiorealtors.org) to view discounts/offers.
Programs include OfficeMax, Insurance--such as errors & omissions, home/auto and long term care.
Page 25
OAR Key Services
Publications, Media Relations & A/V Services
The following services and programs help promote the REALTOR® image and are designed to further the publics’ concept of REALTORS®
and REALTOR® Associations.
Community Service Programs - To encourage REALTOR® and
Local Board involvement in projects benefiting their communities, advice, ideas and recognition are offered through statewide
programs, Certificate of Merit recognition program and Excellence
in Community Service Award.
Local Board Media Support -- OAR offers assistance to Local
Boards/Associations to establish rapport and develop improved
relationships with local media outlets.
OHIO REALTOR® — The OHIO REALTOR® is the official publication
of the Association and mailed every other month and is emailed
as OHIO REALTOR® Online the other six months. It provides the
latest news and information about the real estate industry in Ohio
and about happenings within the Association. The information
is organized in sections for ease of referencing and the stories
highlighted with brief recaps. Among the areas of coverage are
business, commercial/industrial real estate, management, public
affairs, legal issues, finance and Association news.
Ohio REALTORS® Website (www.ohiorealtors.org) — Is an internet website for REALTORS® and consumers. For consumers, the
site offers information on how to find a REALTOR® and why they
should use a REALTOR®, along with mortgage rate information and
property listings. For REALTORS®, the site offers late breaking real
estate news, real estate information, education schedules and registration, legal information, membership directory and much more.
Page 26
Publicity — A wide variety of news releases are sent to daily and
weekly newspapers, trade publications and broadcast stations
throughout the state, concerning activities of the Association, and
specifically, its members. Topics include the attainment of education designations; notice of meetings; appointments to state seats;
and Association positions on major issues of importance to Ohio’s
homeowners.
President’s Columns — These columns are linked via the OAR
eConnections for Local Board Presidents and executive officers,
who may choose to run them under the President’s by-line in local
newspapers.
OAR eConnections — An electronic newsletter distributed to all
OAR members with e-mail addresses. This brief update contains
timely information, special announcements and links to pertinent
information sites, etc.
OAR Key Services
Professional Development Group
The Professional Development Group assists members and Local Boards in providing, developing and marketing quality real estate
education and training opportunities. For more information on the products/services listed below, contact the REALTOR® Professional
Development Group.
Real Estate Continuing Education — In order to maintain a real estate license in Ohio, licensees must accumulate 30-hours (3-hours
core law, 3-hours civil rights, 3-hours ethics and 21 elective credits)
of real estate continuing education every three years. OAR,
through the REALTOR® Professional Development Division, certifies each course offered by the Association for continuing education credit including the OAR Tri-Annual Meetings, continuing education programs, ABR programs, GRI courses, Appraisal courses, all
specialized offerings including SIOR and CRS, the Industry Update
Seminars, etc. The Association also provides quality courses on a
cooperative basis. An Education Calendar is available on-line at
www.ohiorealtors.org. Licensees can now also carry-over up to 10
hours into the next reporting period (excluding the core requirements).
Appraisal Education & Continuing Education — Appraisers are
required to complete 14 hours of continuing education every year.
A seven hour USPAP course is required of all Appraisal licensees by
the State of Ohio and the Appraisal Foundation every two years.
This course must be taught by an Appraisal Qualifications Board
certified USPAP instructor. The Association offers timely topics,
many of which also carry real estate continuing education credit
to assist licensees in both real estate and appraisal. We also have
on-line appraisal offerings.
ABR Designation Program — Offered in conjunction with the Real
Estate Buyers Agency Council of the National Association of REALTORS®, the program offers 14 hours of continuing education credit
including 4 hours of core law. The course is designed specifically
for those seeking more training and a designation in the area of
buyers representation. A test is required along with membership for designation purposes. An elective course of six hours is
required. The elective course has to be one pre-selected by REBAC
and a test is required, so 20 hours total is available.
Other NAR designation offerings under the REBAC umbrella are
SFR (Short Sales and Foreclosure Resource Certification), BPO
Certification SRES – (Senior Real Estate Specialist) and the NAR
Green Designation program. The latter requires a REBAC approved
elective and both programs are approved for c.e. credit.
GRI Designation — Within the guidelines of the National Association of REALTORS®, OAR operates the Ohio REALTORS® Institute,
which offers the professional designation, GRI. In order for members to earn the GRI designation, they must complete all three
phases of the GRI program – GRI 100, GRI 200, and GRI 300 and
pass an examination after each program. Courses can be taken
out of sequence, and each phase of the program is for four days
(30-hours). Each course is certified for continuing education credit
and GRI 100 includes all core required offerings. You can take the
courses in individual days or in any combination of your choice.
GRI 100 Equivalency Examination — The GRI-100 equivalency examination is offered by OAR. This program offers the opportunity
to test out of this course in the GRI series.
Industry Update Seminars – This program, certified for three
hours of continuing education credit, is offered at various regional
locations across the State of Ohio annually, and has been specifically designed for brokers, managers and sales associates. The
program provides the most current information available to assist
REALTORS® in this ever-changing industry the property owner’s
use of land, land use issues receive a great deal of attention.
Ohio REALTORS® Charitable and Educational Foundation - Scholarships are awarded to real estate students at OSU, and a Charitable Foundation has been established to provide scholarships
to students at additional institutions offering a four-year major
in real estate. A separate account has been established under
the Charitable Foundation Umbrella for property disaster relief in
Ohio. When donating please indicate to which fund: Scholarship
or Property Disaster Relief.
On-Line Offerings -- Numerous programs are available on-line including many NAR designations such as ABR, ABR electives. Ethics:
The Measure of Professionalism, Ohio Makes Agency Simple and
Fair Housing Civil Rights are also on-line at the REALTOR® University site. The e-Pro certification provides over 20 hours of intensive
on-line programming. Finally many hot topics are also included
such as Risk Management and Introduction to Commercial and
Environmental and so forth. Additional professional partners are
also available at our website for on-line programming. Additional
offerings are for professional development only.
Specialized Offerings — Each year OAR offers specialized offerings to various segments of the real estate community. This may
include NAR designation offerings, other topics are: property
management, Office and Industrial and office Real Estate and in
the area of Commercial and Investment real estate. Additional
programs are available in the classroom and on-line.
Page 27
OAR Key Services
Public Policy Group
The primary responsibility of the Public Policy Group is to preserve, protect and improve upon the working environment within which our members operate. The Group also strives to protect the constitutional property rights of Ohio’s five million property owners. It also provides legal
services, including the Legal Assistance Hotline. For information on the products/services listed below, contact the Public Policy Group of OAR.
Legislative Update -- The Public Policy section of the website is kept
up-to-date with the latest information on the General Assembly. Here
you will find reviews of all bills being monitored by the Association
during the current General Session. Included in each review is an
assessment of the bill’s impact upon the real estate industry, the bill’s
status and the Association’s position on the bill. A directory for House
and Senate members, as well as updates on all legislative programming.
Issues Mobilization Fund — The Issues Mobilization Fund was created
as a means of promoting the free enterprise system and protecting
private property rights by educating REALTORS® and the general public about national, state and local issues which affect them. The Fund
is administered by the Issues Mobilization Committee, which has the
authority to provide financial resources in support of the REALTOR®
position on ballot measures, state and federal legislation, and local
ordinances and regulations. The Committee also may assist Local
Boards and OAR in forming and participating in coalitions with other
groups who are supportive and committed to the REALTOR® position
on a particular issue.
Issues Research and Analysis — The Public Policy Group of the Association also spends considerable time researching and analyzing
emerging or current issues of concern to the real estate professional.
With the increasing desire on the part of some in government to limit
the property owner’s use of land, land use issues receive a great deal
of attention. The emerging call for environmental protection has also
caused OAR to develop a strong research effort on issues including
wetlands use and preservation, environmental hazards and coastal
management. The research arm of the Governmental Affairs Division
also includes the subjects of real estate taxation, real estate economics and housing needs. Special task forces are created from time-totime to study specific issues.
Legal Action Committee — The Association’s Legal Action Committee monitors the legal environment as it pertains to the real estate
profession and stands ready to defend or file lawsuits involving issues
affecting the industry and REALTORS® statewide.
Legal Assistance Hotline — A Legal Assistance Hotline is available to
provide principal brokers and their designees, as well as Local Board
Presidents, Executive Officers and Secretaries access to free legal
advice on matters relating to the real estate profession
Legal Issues Forum — The Legal Issues Forum affords members the
opportunity to gather information on current legal issues of concern
to the real estate profession. The Forum meets at the Tri-Annual
meetings of the Association.
Legislative Representation — OAR’s Public Policy Group staff is
involved in lobbying at the Ohio Statehouse on a day-to-day basis,
focusing on bills that affect the real estate industry, as well as private
property issues. In addition, OAR’s staff maintains close contact with
Ohio’s Congressmen and Senators, so that they are well-informed on
federal issues that affect REALTORS® and property owners.
Local Issues — Through the Local Government Forum, members are
afforded the opportunity to exchange information on local legislative
issues of importance. The Forum meets at the Tri-Annual Meetings of
the Association. OAR Public Policy staff also provides any assistance
needed to Local Boards with local legislative issues.
Page 28
Ohio Legislative Conference — In 1979, the Legislative Conference
was initiated to provide an opportunity for the four or five key leaders
in every board in Ohio to come to Columbus to become intimately
acquainted with the legislative process and the Association’s involvement in important legislative issues. Through information meetings,
written documentation, individual meetings with area Legislators and
visits to the Statehouse, the REALTOR® leadership in Ohio has become
much more familiar with the role of the Ohio Association of REALTORS® in protecting the interest of REALTORS® and property owners
in Ohio.
Political Affairs & Grassroots Initiatives — The Association maintains
an active department to assist REALTORS® in dealing with the political
process and encouraging their active participation in that process or
the grassroots lobbying activities and programs. Members and boards
are urged to become involved in the political process either through
the support of a candidate or issue, and providing the know-how for
these individual members to assist candidates of their choice or work
for issues they support or oppose. The Association frequently works
with Local Boards through the NAR Opportunity Race Program to
organize efforts for a particular candidate.
Publications — A key component of OAR’s legislative program is the
ability to keep membership informed of pending developments in the
Ohio General Assembly and Congress. The dissemination of accurate,
up-to-date information is critical to success of a grassroots lobbying effort. When the legislature is in session, the OHIO REALTOR®
will contain news of interest to the industry. Additionally, a weekly
legislative report is furnished to all politically active members. The
eConnections contains detailed information which summarizes pending bills, indicates the status of each and sets forth OAR’s position on
the legislation. The newsletter also contains reports on other timely,
legislative topics, including the progress of the RPAC campaign.
REALTORS® Political Action Committee (RPAC) — Financial assistance is contributed to the campaigns of individuals running for state,
local and national office after a thorough review of the candidate’s
background and position on issues of particular concern to property
owners and the real estate professional. Input is received from Local
Boards and individual members before contributions are made. All
funding decisions for Statehouse or Senate candidates are made
by the RPAC Trustees. Local Boards may request money for local
candidates out of their Local Board Entitlement. Most boards receive
a portion of the money they raise for RPAC back for use in local campaigns. The RPAC Trustees also make recommendations to NAR on
contribution for federal candidates.
Call to Action (CTA) — This is sent to members when their support is
needed on a key legislative issue. The Bulletin reviews the issue and
ask each member to call or write their Legislator to communicate the
Association’s position. On occasion, the issue is so broad that the
entire membership is urged to voice their opinion to the Legislature.
Staff Responsibilities for Programs & Services
ABR Designation—Tim Lockwood
Accounts Receivable/Payable—Shauna Darfus
Address Change Notification—Evelyn Morris
Affiliate Membership—Evelyn Morris
American Home Week/National Homeownership Month-Lisa Wemer
Appraisal Certification—Deanna Wright
Appraisal Committee—Scott Williams/Arica Jones
Appraisal Education—Tim Lockwood
Appraisal Legislation—Bob Fletcher/Scott Williams
Arbitration & Mediation Procedures—Ann Swisher
Attorney Roundtables -- Peg Ritenour/Arica Jones
Auction Forum—Nikki Gasbarro
Board Certification—Ann Swisher/Lisa Wemer
Board Research Assistance—Greg Stitz
Business Technology Forum — Cherie Murray
Budget—Shauna Darfus
Building Management—Robin Jennings
CEO/CSO Symposium —Debbie Wedebrook
C/I Committee—Scott Williams/Debbie Wedebrook
Commercial/Industrial Education—Tim Lockwood
Committee Service Requests/Inquiries—Debbie Wedebrook
Communication Programming—Carl Horst
Community Service Programs—Carl Horst/Lisa Wemer
Computer Programming—Cherie Murray
Continuing Education Certificates/Registration/Analysis—Nikki Blain
Continuing Education Certification—Deanna Wright
Continuing Education Instructors—Tim Lockwood
Convention & Meeting Planning—Jenna Bragg
Conv. & Mtg. Registration—Mary Ann Sullivan
Co-sponsored C.E. Programs—Tim Lockwood/Deanna Wright
Directors—Debbie Wedebrook
Distinguished Service Award Committee-Nikki Gasbarro/Lisa Wemer
District Vice Presidents—Debbie Wedebrook
Dues Billing—Evelyn Morris
Dues Policies—Cherie Murray
Dues Remittance—Evelyn Morris/Cherie Murray
E-Commerce—Cherie Murray
Economic Issues & Trends Forum -- Greg Stitz
Education Calendar & Marketing—Deanna Wright
Education Programming—Tim Lockwood
Employee Benefits—Robin Jennings
eConnections—Carl Horst/Nikki Gasbarro/Lisa Wemer
Equal Opportunity-Diversity Comm. —Ann Swisher/Lisa Wemer
Executive Committee—Debbie Wedebrook
Executive Email—Lisa Wemer
Executive & Elected Officers—Debbie Wedebrook
CEO Correspondence—Debbie Wedebrook
CEO/Elected Officer Travel—Debbie Wedebrook
Finance Committee—Shauna Darfus
Governing Documents and Policy Assistance—Ann Swisher
Grassroots Initiatives—Paul Glass/Scott Williams
Graduate REALTORS® Institute (GRI)-Tim Lockwood/Deanna Wright
Housing Statistics—Greg Stitz/Carl Horst
Human Resources -- Robin Jennings
Industry Update Registration—Deanna Wright/Nikki Blain
Institutes, Societies & Councils—Jenna Bragg
Issues Mobilization Committee—Paul Glass
Leadership Conference—Debbie Wedebrook
Leadership Training (Local Boards/Assn.) -- Ann Swisher/Lisa Wemer
Legal Action Committee—Peg Ritenour/Arica Jones
Legal Assistance Hotline—Peg Ritenour/Lorie Garland/Arica Jones
Legal Issues Forum—Peg Ritenour/Lorie Garland/Arica Jones
Leg.-House & Senate—Bob Fletcher/Paul Glass/Scott Williams
Legislative Conference—Paul Glass/Arica Jones
Legislative Issues/Programming—Bob Fletcher/Paul Glass/Scott Williams
Legislative Steering Com. -- Paul Glass/Scott Williams/Arica Jones
Legislative Committee -- Paul Glass/Scott Williams/Arica Jones
Lobbying—Bob Fletcher/Paul Glass/Scott Williams
Local Board Media Support -- Carl Horst
Local Government Forum—Scott Williams/Arica Jones
Mediators' Forum -- Ann Swisher/Lisa Wemer
Mail Room Operation—Robin Schobelock
Meeting Room Reservations—Robin Schobelock
Member Boards/Associations Projects -- Greg Stitz
Member Discounts/Offers -- Greg Stitz
Member Services Programming—Mary Ann Sullivan
Membership Records (Local Boards)—Evelyn Morris
Association Management Services—Ann Swisher
MLS Assistance and Forum—Ann Swisher/Lisa Wemer
NAR Committees—Debbie Wedebrook
NAR Designations/Certifications -- Tim Lockwood
NAR Directors—Bob Fletcher/Debbie Wedebrook
NAR Meetings & Convention—Debbie Wedebrook
News Media & Releases—Carl Horst/Lisa Wemer
Nominating Committee—Debbie Wedebrook
NRDS — Cherie Murray/Evelyn Morris
Office Supplies -- Robin Schobelock
Ohio REALTOR® Charitable and Ed. Fund Trustees-Tim Lockwood
OHIO REALTOR® Editorial—Nikki Gasbarro/Carl Horst
On-Line Education -- Nikki Blain/Deanna Wright
Presidents Sales Club—Stacey Dawson
Products & Services Committee -- Greg Stitz/Stacey Dawson
Prof. Development Comm. & Forum—Tim Lockwood/Deanna Wright
Professional Standards Forum—Ann Swisher/Lisa Wemer
Prof. Standards and Mediation Training—Ann Swisher/Lisa Wemer
Prof. Stds. Admin. & Administrator Trng.—Ann Swisher/Lisa Wemer
Promotion & Advertising Contest—Lisa Wemer
Property Management Programming—Tim Lockwood
Public Relations—Carl Horst
Receptionist—Lauren Lawson
Research Advisory Committee — Greg Stitz/StaceyDawson
REALTOR® of the Year—Stacey Dawson
Res. Property Management/Investment Forum--Debbie Wedebrook
Resort & Second Home Forum -- Tim Lockwood
RPAC Check Requests, Entitlement Program, Financial Stmts--Shauna Darfus
RPAC Contact/Awards/Handbook/Reports--Debbie Wedebrook
RPAC Fund./Pol. Affairs—Paul Glass/Debbie Wedebrook
RPAC Trustees—Paul Glass
Scholarship Committee—Tim Lockwood
Strategic Planning Committee—Bob Fletcher/Debbie Wedebrook
United Parcel Service Program—Stacey Dawson
Website—Cherie Murray/Nikki Gasbarro
Young Professionals Network -- Nikki Gasbarro
Page 29
Future Events Calendar
OAR Meetings
Winter Conference
Legislative Conference
Spring Conference
2011
January 23-25
Combined Spring/Legislative Conference
Columbus
March 28-30
Columbus
Annual Convention
2012
January 22-24
TO BE DETERMINED
Columbus
2013
January 13-15
TO BE DETERMINED
Columbus
September 11-14
Columbus
October 2-4
Columbus
September 8-10
Columbus
NAR Meetings
Midyear Legislative Meetings
AE Institute
Annual Convention
2011
May 9-14
Washington, DC
March 18-22
Dallas, TX
November 9-14
Anaheim, CA
2012
May 14-19
Washington, DC March 16-20
Louisville, KY
November 7-12
Orlando, FL
2013
May 13-18
Washington, DC
March 15-19
San Diego, CA November 6-11
San Francisco, CA
** Dates will be confirmed at a later time.
Page 30
Revised 12/10
OAR Strategic Plan
Vision Statement
To be the leading force advancing the real estate industry and preserving private property rights in Ohio.
Mission Statement
The purpose of the Ohio Association of REALTORS® is to assist and supplement Local Boards/Associations in serving the needs of our members, and to advocate public policies beneficial to the real estate industry.
Goal 1: Property Rights & Public Policy Advocacy
Protect private property rights, maintain and expand the association’s presence and influence at all levels of government and protect
member interests through legal action.
Strategy A: Anticipate and identify public policy issues that affect
the real estate industry.
Strategy B: Influence the outcome of public policy issues at all
levels of government affecting the real estate industry.
Strategy C: Assist Local Boards/Associations with local public
policy issues.
Strategy E: Expand member Grassroots involvement.
Strategy F: Strengthen RPAC participation and contributions.
Strategy G: Encourage OAR members to participate and support
the RPIC (REALTORS® Political Involvement Committee) Movement
and calls to action.
Strategy D: Ensure that current public policy issues and lobbying
activities are communicated to the membership.
Goal 2: Information Development, Technology & Communications
Provide information that will position the REALTOR® organization and its members as the definitive authorities on the real estate industry in Ohio.
Strategy A: Identify ways in which OAR can address emerging issues affecting the industry.
Strategy B: Utilize the recent member survey as a basis of communication to the members showing the members what the Ohio
Association is doing to meet their needs.
Strategy C: Explore the feasibility of creating a program promoting
to the public the value of using a REALTOR®.
Strategy E: Promote the REALTOR® image and provide resources
to Local Boards/Associations and members to reinforce their value
as the voice of real estate in their community.
Strategy F: Provide information on real estate and technology issues to members.
Strategy G: Change the look of the OHIO REALTOR® newspaper.
Strategy D: Exchange information with Local Boards/Associations,
committee members and affiliated Institutes, Societies, Councils
and other associations.
Page 37
Goal 3: Board Development & Member Services
Support and enhance the level of service Local Boards offer the members.
Strategy A: Provide support to Local Boards/Associations to comply with REALTOR® organizational requirements, legal obligations
and Code of Ethics.
Strategy B: Market the value of Association membership.
Strategy C: Proactively support shared and regional services.
Strategy D: Offer a menu of services, products and programs to
Local Boards/Associations.
Strategy E: Provide leadership development assistance.
Strategy F: Conduct ongoing research to determine the needs of
our Local Boards/Associations and the members.
Strategy G: Appoint a Task Force to review what is being done
at other state associations (specifically Florida and Michigan) in
relation to MLS data-sharing programs. Evaluate both member
and association benefits of creating a state-wide MLS data-sharing
program.
Strategy H: Expand the quantity of affinity benefits offered to
members and increase member awareness of affinity programs.
Goal 4: Organizational Development & Management
To maintain a dynamic structure and system of governance which provides opportunities for Board and REALTOR® member involvement
and efficient utilization of human and financial resources.
Strategy A: Increase member involvement in the Association.
Strategy E: Build Organizational Partnerships.
Strategy B: Create an organizational structure that assures opportunities and encourages members involvement.
Strategy F: Explore ways to increase attendance at the OAR Annual Convention.
Strategy C: Review the governance structure every five years to
ensure that committee/forum structure and system of governance
remains consistent with the Strategic Plan.
Strategy G: Explore ways to enhance and improve communication between our state association’s elected leaders and the
elected leaders of the local boards/associations.
Strategy D: Assure that the Association’s resource allocation, budgeting process and operating policies are sound and efficient and
driven by the Strategic Plan.
Strategy H: Develop a statewide leadership recruitment and
training program.
Goal 5: Professional Development Assistance
Provide educational opportunities to increase the member’s professionalism and earning potential.
Strategy A: Partner with Local Boards to create quality, timely,
market justified educational programs.
Strategy B: Identify and develop quality instructors.
Page 38
Strategy C: Expand delivery methods.
Strategy D: Communicate the benefits of education
Staff Speaking Engagements
All requests for OAR staff appearances must be in writing from the
Board and addressed to the Executive Vice President. Requests
will be forwarded to the President for approval.
Requests must include information as to date, place, group in attendance, subject matter and approximate length of presentation
requested.
Requests should be made at least 30 days before the event, except
in the case of an emergency.
Social gatherings are not normally attended by OAR staff unless
there is some business purpose. Such invitations should instead,
be directed to the elected leadership of the Ohio Association of
REALTORS®.
OAR Staff Position Descriptions
Administrative
Chief Executive Officer – Robert E. Fletcher is the
chief administrative officer and chief lobbyist of
the Association, responsible for administration
of the Association’s programs, services, policies,
financial condition and directing the lobbying
effort at the Statehouse. Maintains constructive
relationships with Local Boards, other state associations and the National Association of REALTORS®, and other
groups having mutual interests with OAR. Responsible for office
administration, personnel and workload assignments for all staff
and independent contractors.
Director of Finance – Shauna Darfus is responsible for the overall management of the
financial operations of the organization including: managing the financial and accounting
policies, systems and processes, tax and regulatory requirements, payroll processes, internal
financial controls, investments and banking
and monitoring the preparation of the annual operating budget.
Also maintains the Local Board Entitlement Program and processes
all outgoing RPAC contributions.
Vice President/Legal Services & Administration – Peg Ritenour serves as General Counsel
for the Association, overseeing all legal services
and assists the CEO in the administration of the
Association’s programs & policies. Oversees
the operation of the Legal Assistance Hotline &
acts as staff liaison to the Legal Action Committee & Legal Issues Forum. Is also available to speak to Local Boards
on legal topics.
Administrative Assistant To The CEO – Debbie
Wedebrook is responsible for secretarial and
administrative assistance to the Chief Executive
Officer and elected officers of the Association.
Also responsible for providing assistance to the
Executive Committee, Nominating Committee,
Strategic Planning Committee, Association Executives Committee, Commercial/Industrial Committee and Board
of Directors; Also coordinates travel arrangements of the staff and
the elected officers of the Association. She is also the primary staff
contact for RPAC related questions.
Public Policy Group
Director/Governmental Affairs – Scott Williams is responsible for legislative lobbying
at the State House and keeping members
informed of legislative events and issues and
presentations at Local Boards. Conducts bill research and analysis. Serves as an advisor to the
Legislative Committee, the RPAC Fundraising &
Political Affairs Committee, Local Government
Forum, Appraisal Committee and Commercial/
Industrial Committee.
Director/Political Affairs – Paul Glass is responsible for legislative lobbying at the State House
and keeping members informed of legislative
events and issues and presentations at Local
Boards. Conducts bill research and analysis. Is
principally responsible for the effective operation of the RPAC fundraising and contribution
program. Also is principally responsible for the effective operation
of the OAR grassroots lobbying effort. Serves as an advisor to the
Legislative Committee, RPAC Fundraising & Political Affairs Committee, Issues Mobilization Committee, RPAC Trustees and Housing
Needs Forum.
Assistant Vice President/Legal Services — Lorie Garland is a staff attorney who assists in the
operation of the Legal Assistance Hotline and
with research of a legal nature from the various
divisions within the Association. Is available
at times to Local Boards for speaking engagements.
Administrative Assistant – Arica Jones is
responsible for coordinating all administrative
and secretarial affairs of the group. Assists
in responding to inquiries on legislation and
legislative issues, screens phone calls received
by the Legal Assistance Hotline.
Page 39
Director/Meetings and Conventions – Jenna
Bragg is responsible for the logistical preparation and on-site management of all OAR events
including materials, supplies, equipment and
instructor needs. Coordinates scheduling of
OAR committee and business meetings, and
negotiates agreements with meeting facilities
and vendors. Serves as a contact for the Institutes, Societies and
Councils.
Administrative Assistant – Mary Ann Sullivan
is responsible for coordinating all administrative and secretarial affairs of the group. She is
also responsible for overseeing the registration
process for the OAR Tri-annual meetings.
Meetings & Member Services Coordinator —
Stacey Dawson is responsible for assisting with
Director of Research — Greg Stitz is responsible
the administrative and secretarial functions of
for the evaluation of member benefit prodthe group. Assists in responding to inquiries
ucts & services programs that OAR provides
on the Research Advisory Committee, Products
to its members. He provides research-related
& Services Committee and Economic Issues &
assistance to OAR staff and Local Boards/AsTrends Forum. Coordinates the REALTOR of
sociations. Collects and analyzes housing sales
the Year and the OAR President’s Sales Club Award Programs. She
activity data from Ohio’s Multiple Listing Seralso coordinates the Expo at the Annual Convention and assists in
vices and prepares monthly reports for presentation in the OHIO
details of the Associations Meetings & Conventions.
REALTOR® publication and an OAR issued press release. He serves
as staff liaison to the Economic Issues and Trends Forum, Products
& Services Committee and the Research Advisory Committee.
Director Board Support Services — Ann
Swisher is primary liaison to the Association’s
member boards for administrative and managerial services, governance policy, professional
standards procedures and training, and certification renewal and consolidations. She is
responsible for developing training programs for
mediators and Pro/Standards administrators. She is staff liaison to
the MLS Forum, Professional Standards Forum, Equal OpportunityDiversity Committee, Board Leadership Forums and Mediators'
Forum Roundtable.
Publications & Media Relations Group
Director/Publications & Media Relations –
Carl Horst is responsible for all internal and
external mass communications and media relations. Strives to present the Association and all
printed materials of the Association in a concise, clear, consistently professional manner.
Coordinates communications-related seminars
and workshops for the industry. Works with statewide media to
convey positive REALTOR® image. Acts as a business manager for
the OHIO REALTOR®. Also acts as reporter for OHIO REALTOR®.
Asst. Director/Publications & Media Relations – Nikki Gasbarro is responsible for the
OHIO REALTOR® newspaper, including writing, editing, layout, publishing and serves as
primary liaison with the newspaper’s printer.
In addition, she manages the content of OAR’s
website. She also helps publish OAR’s eConnections.
Page 40
Admin. Asst/Publications & Media Relations/
Board Services – Lisa Wemer is responsible for
coordinating all administrative and secretarial
affairs of the division, including department
correspondence, news releases, promotional
flyers, and information on upcoming Communication programs. Assists in the operation of
“Speak-Up” and coordinates the Association’s weekly publication,
Executive E-Mail. Assists in responding to inquiries on Board policies, Professional Standards, Multiple Listing, Mediator’s Forum
and Equal Opportunity Diversity Committee.
Vice President – Tim Lockwood is responsible
for content, planning, evaluation and promotion of the continuing education programs,
appraisal and special education events of OAR,
including the GRI Program, ABR designation
and the Ohio REALTORS® Charitable and Education Foundation Trustees. He is also liaison to
the Professional Development Committee, Professional Development Forum and the Resort & 2nd Home Forum.
Administrative Assistant – Deanna Wright is
responsible for coordinating all administrative
and secretarial affairs of the Group. Responsible for all course certifications with the Ohio
Division of Real Estate. Oversees all course
registration, the certificate distribution process
and coordinates all details of co-sponsored and
specialized programs offered by OAR. She assists in responding
to inquiries on Local Board co-sponsored programs and national
designations. Also provides secretarial support to the Professional
Development Committee and Forum. Coordinates with OAR's
Website Manager education courses located on OAR's website and
develops all professional development marketing/promotional
brochures.
Secretary/Registrar – Nikki Blain is responsible for assisting with the administrative and
secretarial functions of the group. Assists in
responding to inquiries on the GRI designation
program as well as the registration process.
Also responsible for mailing continuing education certificates in classroom and on-line to
course participants, grading course examinations, continuing
education certificate replacement requests and evaluation analysis
of all programs. Responsible for data entry of all registrations for
OAR-sponsored education programs. Also assists as the Secretary
to the Scholarship Committee.
Management Information Systems
Director/Management Information Systems
– Cherie Murray develops and maintains all
computer information systems including the
Ohio REALTORS® Internet Website. She is also
responsible for OAR membership records, dues
collection, NRDS and E-Commerce.
Technical Analyst – Shirley Reed is responsible
for all computer systems hardware maintenance and upgrades. Assists the Director of
MIS with computer operations and oversees
the daily backup of computer systems. Also
assists the Accountant with dues remittances.
Membership Records Administrator –
Evelyn Morris is responsible for posting state
and national dues remittances from Local
Boards and for inputting all necessary dues file
changes such as address changes, company
transfers, additions, and deletions. Also serves
as a phone contact to assist Local Boards with
any problems they may encounter in working with membership
records and NRDS. Assists Local Boards with OAR’s dues billing
service and handles affiliate membership processing.
Operations Group
Vice President – Robin Jennings is responsible
for the coordination of work flow and daily
operation of the Association, as well as the
administration of employee benefit programs
and other personnel-related issues. Is also
responsible for building facility management
and office equipment service.
Secretary/Receptionist – Lauren Lawson is
responsible for greeting visitors and directing
all calls coming into the Association. She also
provides office support to the Operations Vice
President and other staff members as needed.
Offices Services Coordinator – Robin Schobelock is responsible for the coordination of
outgoing mail and in-house copy and assembly projects for the Association and provides
general assistance to other staff members as
needed. She also coordinates the use of the
Association’s meeting space, including reservations and room set up and is responsible for
ordering office and meeting room supplies.
Page 41
Dues Payment Policy
Code of Regulations Language
Dues are due and payable to the Association February 21. Boards
will be notified that if 95 percent of dues are not paid by April 1,
such boards will have no vote at the next scheduled meeting of
the Board of Directors, shall forfeit entitlement to administrative
fees as established from time to time by the Board of Directors and
shall remit payment of a penalty fee. Such boards shall be required
to submit written correspondence to the Finance Committee stating reasons for not remitting payment of dues as required herein.
The Finance Committee shall recommend appropriate action to
the Board of Directors after reviewing correspondence submitted
by the board.
will be reduced by the number of members electing to pay their
dues on-line for which OAR is required to pay credit card fees. The
fee shall be based on the total number of members in the Board at
the time the Association receives 95%of dues owed, and shall be
paid to the Boards in accordance with the following schedule and
procedures:
February 21 March 15
April 1
Payment of Administrative Fee
In recognition of the administrative burden borne by Boards in
connection with billing and collecting dues at the time of annual
April 7
membership renewals, the State Association shall pay an adminis
tration fee to the Boards that remit 95% of OAR dues owed before
April 1.The fee will amount to three and a half percent (3.5%) of
April 15
OAR dues for the first 1,000 members of the Board and two percent (2%) of OAR dues for the balance over 1,000 members of the Board. The membership count used to determine the Administrative Fees
Dues Deadline
Local Boards/Associations are notified of current dues status and receive list of delinquent
members
Penalty for those Local Boards/Associations not 95% paid and no Director Vote at Spring
Conference. Local Boards/Associations not 95% paid will forfeit entitlement to administrative fee.
Telegram sent to Local Boards/Associations not 95% paid warning of no Director vote at Spring Conference
Administrative fee checks mailed to Local Boards/Associations that met 95% dues
obligation by April 1.
Dues Delinquency Penalty Policy
State Association dues are due and payable February 21. Any Local
Board/Association that has not paid at least 95% of its dues by
April 1 will be required to pay a penalty of 10% of the total delin-
quent amount on April 1 or $250, whichever is greater. The penalty
will be calculated based upon 100% dues payment shown as due on
April 1 by the Ohio Association of REALTORS®.
New Member Processing Fee
Effective January 1, 1991, a State Association new member processing fee of $25 is to be charged to each new member joining a
Local Board. Since a Local Board collects and transmits State and
National dues, the new member processing fee will be collected
by the Local Board and transmitted to the State Association at the
same time dues are remitted. The new member processing fee may
not be pro-rated.
Definition of Member Types
The following explains the various member types used on membership printouts:
DR-Designated REALTOR® —Member who is the principal broker
of a real estate firm or individual in position of management control on behalf of a principal broker who is qualified for REALTOR®
membership by a Local Board. One DR per firm.
DE-Designated REALTOR® Emeritus—A designation awarded by
NAR Board of Directors to a principal broker who is a fifty-year plus
member
R-REALTOR®—Members who are principals of real estate firms, individuals in position of management control on behalf of principals
or individuals employed by affiliated or independent contractors
with REALTOR® principals of real estate firms who are qualified by
a Local Board.
RE-REALTOR® Emeritus -- A designation awarded to a REALTOR®
who is a 50 year member.
Page 42
SA-Sales Associates—A non-member salesperson who is licensed
with a member principal broker, but does not wish to be a member themselves. The principal broker receives a credit towards
his/her dues for every licensee that joins the Board, but in this
case, no credit is issued.
AF-Affiliate (non-member)—Non-real estate licensee who wishes
to receive the OHIO REALTOR® and maintain a membership with
OAR..
NL-New Licensee—Non-member salesperson newly licensed with
a member principal broker. Remains a member type of NL until
either reported from Local Board as a joining member or after a
period of four months is automatically changed to a member type
of SA.
IA- Institute Affiliate — Members who join the Local and State
Association at the national level through one of the commercial
Institutes, Societies and councils affiliated with the National As-
Local Board Background
Essentials of a Successful Board
For your Local Board to be a successful resource for board members, a strong, workable organizational structure is needed, along
with a clear set of objectives. Members need to elect strong,
competent leadership to lead the organization and its committees.
Organizational Structure
First, make certain that your Board is eligible for tax-exempt status.
To qualify as a tax-exempt organization the board must:
·Be organized to promote a common business venture/purpose.
·Be non-profit (not engaged in a commercial activity).
·Not have earnings inure to the benefit of the individual member.
Once qualified, the Board should apply to the Internal Revenue
Service for income tax exemption. After exemption is granted the
Board must meet annual filing requirements.
While various organizational structures have worked for Local
Boards, the best types of structures are those which are relatively
simple, yet complete. It is important that your board be non-profit, cooperative and voluntarily joined.
Your board’s legal counsel and/or accountant should assist you
through these procedures. Help is also available from the Ohio
Association of REALTORS®.
While every Local Board should be able to qualify for tax exemptions, such status is not granted automatically.
There is little doubt that the organization should be corporate.
(See the “ABC of Board Organization: Always Be Corporate,” by
William D. North).
Board Minimum Organizational Standards
The following activities have been determined by the National Association of REALTORS® to be the minimum level of organizational
operating performance to qualify as a fully functioning member
Association:
1.
2.
3.
4.
5.
6. A comprehensive orientation program is presented regularly to inform new members of the privileges, obligations, and benefits of REALTOR® association membership, including 2.5 hours on the Code of Ethics as a requirement for
membership.
All governing documents and policies are in compliance with 7. A viable professional standards process is maintained to NAR policy, and adhered to. Elections, business meetings, enforce the Code of Ethics and to provide arbitration and and meetings of the Board of Directors are regularly held mediation as member services, including qualified and conducted consistent with bylaws. Membership is avail administrative capability to conduct the program.
able on reasonable, nondiscriminatory terms.
Legal counsel is maintained, or is readily accessible, to NAR’s Organizational Standards Certification program, effective in
advise on corporate concerns specific to trade associations. 1997, is an enhanced version of the Board Certification program
The association conforms operation and procedures to all
initiated in 1994. All member Boards, regardless of size or locaapplicable local, state and federal laws, including tax
tion, are required to demonstrate that their operation is consisobligations.
tent with these standards and that they are performing essential
The NAR dues formula is enforced through an established administrative functions in a timely and effective manner.
collection procedure with timely remittance.
Executive staff services are maintained, either by direct
To assist Ohio’s member Boards in accomplishing the Organizaemployment of a competent administrator or through a tional Standards, OAR provides an extensive menu of Board/Asshared management arrangement. Executive staff is readily sociation support services including consultation, on-site direct
available and accessible to leadership and members, and assistance, varying degrees of specialized administrative and
performs those functions customary to the effective
management services, and customized training for elected and
operation of a REALTOR® Board.
appointed leaders and committees. Member Boards which desire
Regular and timely communication with members conveys to create coalitions or consolidations to improve their organization
information on the association, key services, and local and and member services may request assistance from staff.
industry-related issues.
Page 43
Board Record Retention Policy (sample)
It is the policy of the __________ Board of REALTORS® Inc., that:
Association records shall be retained for the specific lengths of
time as set forth herein or as the policy may be amended from
time-to-time by the Board of Directors. The Chief Executive Officer is charged with the custodial responsibility for the records
and shall maintain same in a manner consistent with this policy
and which affords reasonable protection against their damage or
destruction. (*see footnote)
General Provisions . . .
• All corporate minutes, permanent agreements and licensures,
bylaws, rules and policies — Indefinitely
• Financial records relating to income and expenses — 7 years
• All other documents — 4 years
Indefinite Retention — Specific . . .
• Articles of Incorporation and any amendments
• Charter and Jurisdiction Approval from National Association of REALTORS®, REALTOR® logo agreement, MLS License agreement, and Voluntary Affirmative Marketing Agreement as signed by the Association or its members
• Association Bylaws, as from time-to-time amended
• MLS Rules and Regulations, as from time-to-time amended, and related standard forms, if any
• Corporate minutes, resolutions, policies and annual meeting notices
• Minutes of the meetings of the general membership
• Documents of an historical value, such as member rosters, officer and director rosters, committee rosters, and issues of any association-produced newsletter or magazine
Seven-year Retention — Specific . . .
• Financial records relating to income and expense, or receipts and disbursements, including but not necessarily limited to:
-General ledger and journals
-Daily receipts record and receipt books
-Deposit slips
-Invoices
-Cancelled checks and statements
-Tax and payroll records
-Membership dues and multiple listing fee records
-Corporate income tax returns
• ·Capital asset records (special, see “Special: Capital Asset Records”)
Four-year Retention — Specific . . .
(current fiscal plus preceding three years)
• General membership records
• Correspondence (except with legal counsel, see “Special: Privileged Communications”)
• General information files
• Multiple Listing Service compilations (optional)
• Committee minutes (except case files of the Grievance and Professional Standards Committees, see “Special: Case Files of Grievance and Professional Standards”)
Page 44
Special: Capital Asset Records . . .
Financial records related to association-owned real or personal
property shall be retained, along with all records of expenses
incurred for that specific capital asset, for as long as the association owns the property. The seven-year retention period (current
fiscal year plus preceding six years) begins when the association
disposes the property.
Special: Privileged Communications . . .
Attorney-client privileged communications between the association and its legal counsel(s) shall be maintained in a separate,
appropriately marketed file until, in the opinion of counsel and the
Chief Executive Officer following annual review, the issue discussed in the communication has become irrevocably moot.
Special: Case Files of Grievance and Professional Standards. . .
Case files generated as a result of the activity of the Grievance
and the Professional Standards Committees shall not be retained
for more than three (3) years from the date the decision became
final provided that a copy of the Decision shall be placed into the
individual member record(s) in those cases in which a member or
members was/were found in violation of one or more articles of
the Code of Ethics
Special: Continuing Education Records . . .
Course outlines, approval certifications, and attendance records
for all licensure continuing education courses developed by the
___________ Board of REALTORS®, Inc., or for which the association is the accredited sponsoring entity will be retained in accordance with rules set forth by the Ohio Division of Real Estate and
Professional Licensing and the Ohio Real Estate Commission.
The retention periods set forth herein will not be shortened without further action by the Board of Directors, but may be lengthened automatically to comply with Federal, state and local laws
and agency regulations as they may from time-to-time be issued
or amended.
(*If Association records are primarily stored in computerized programs, diskettes, and magnetic tapes, attention should be given to
retrieval and readability concerns as well.)
Induction Ceremony for New Members
The following is an example of how a Local Board may conduct the
Induction Ceremony for new members.
Local Board President (presiding): “Today you have the privilege
of witnessing the initiation of your fellow real estate brokers (or
sales associates), as REALTORS®. (Blank) will conduct the initiation
ceremony.”
Initiation Officer: “Mr. President, fellow REALTORS®, ladies and
gentlemen: It is a pleasure and a privilege to conduct the initiation
of (our/your) new active members. The REALTORS® of America are
an important organization. It is inspiring to see your board and its
members taking such an active part.” (Installing Officer introduces
the new members and asks them to stand in front of and facing
the head table. He presents each new member with a copy of the
Code of Ethics). “It is assumed that, in seeking membership, you
are in complete accord with the ideals and principles of the ABC
Board of REALTORS® and the State and National Associations. The
time has now come, however, for you to accept the objectives,
benefits and obligations of membership.”
These Objectives are . . .
• To encourage and foster higher ethical standards in our profession.
• To take an active interest in the welfare of the community.
• To develop service as the basis of worthy enterprise.
• To interchange ideas, business methods, and transactions with other REALTORS®.
• To oppose harmful legislation and to strive for legislation beneficial to real estate.
The Benefits You Receive are . . .
• The legal right to call yourself a REALTOR®.
• A higher standing in your community.
• Better relations with fellow brokers, clients and the public.
• A broader acquaintance and deeper friendship with the people of your Board of REALTORS®; and
• Current knowledge of real estate through your board, the State and National Associations, their institutes, publications and meetings.
• Greater success in business resulting from increased knowledge and opportunities.
Your Obligations are . . .
• To attend meetings regularly.
• To pay your dues promptly.
• To do your part when called upon.
• To observe and conduct your business in accordance with the
Code of Ethics and the National Association of REALTORS®.
To be considerate, understanding, informed, and reliable — a
person of purposeful energy and studied action; a REALTOR®.
“You have heard the objectives, benefits and obligations of a REALTOR ®and it is now necessary to take a pledge.”
“Do each of you subscribe to and give your assent and approval
to these objectives, benefits and obligations? If you do, signify by
saying, ‘I do’.”
“Raise your right hands.”
“Now with your right hands still raised, say, I and state your full
name then repeat after me: “I (your name) pledge to protect the
individual right of real estate ownership and to widen the opportunity to enjoy it; to be honorable and honest in all dealings; to
seek to better represent my clients by building my knowledge and
competence; to act fairly towards all in the spirit of the Golden
Rule; to serve my community well, and through it, my country; and
to observe the REALTORS® Code of Ethics and conform my conduct
to its lofty ideals.”
“Thank you!”
“You have been handed a copy of the Code of Ethics of the National Association of REALTORS® (hold up copy). Read it, study it,
and conduct yourselves and your relations with others according to
these standards.”
“And now, fellow REALTORS®, on behalf of the ABC Board of REALTORS®, I present each one of you with this lapel button, the badge
of a REALTOR® — wear it with pride at all times.”
“As new REALTORS®, you will now face the audience. Let us give
them a rousing welcome! Mr. President, I thank you for this opportunity to conduct this ceremony, and I return the meeting to you.”
Induction Ceremony for New Officers
When inducting the Local Board officers, you will want to extend
them a welcome. They will not pledge themselves as REALTORS®,
but you will want to begin their induction with similar remarks
as for other members. It would be well to restate the objectives
of the Board of REALTORS® as given above, and conclude with a
simple welcome to your ranks, and a “thank you” for their support.
“It’s assumed that by your acceptance of your respective offices in
the ABC Board of REALTORS®, that you are in full accord with the
objectives of this board, the Ohio Association of REALTORS®, and
the National Association of REALTORS®.”
These Objectives are . . .
• To encourage and foster high ethical standards in our profession.
• To take an active interest in the welfare of your city, county, and state.
• To develop service as the basis of worthy enterprise.
• To exchange ideas, business methods and transactions with other REALTORS®.
• To oppose harmful legislation and to strive for legislation beneficial to real estate.
Continued on next page
Page 45
Induction Ceremony for New Officers -- continued
The Benefits You Receive are . . .
• The legal right to call yourself an officer of the Board of REALTORS®.
• A higher standing in your community.
• Better relations with your fellow REALTORS®;
• A broader acquaintance and deeper friendship with those you know and should know.
Your obligations are . . .
• To attend meetings regularly, and to fill your respective offices in a manner which will reflect credit to the Board of REALTORS®, to the State and National Associations, and to yourself.
• To act in an executive capacity as your office requires.
• To see that the various committees perform their duties as delegated.
• To sign instruments required by the board in the transaction of its business.
• To be civic-minded, and always ready to be of service to your community.
The highest ornament of any calling is the character and the
devotion of the person who gives it leadership. In the role you are
about to assume, you will no longer be private citizens, but public
servants. You are now identified as officers of your board, dedicated to the best interests of the public and the welfare of your
members.
“As newly-elected officers, you are entering a new adventure in
friendship; friendship that comes only through service, cooperation, and sharing with each other.”
“The secret of living is the art of giving. This year, you’ll have the
privilege of giving, and will hopefully learn that lasting happiness
comes through the investment of your time and your unselfish
interest in the lives of others.”
Oath of Office
“Please raise your right hands.”
“Do you each solemnly and sincerely promise that you will administer the office to which you have been elected, to the best of your
ability and judgment, in conformity with the Bylaws and Constitution of your board?
“That you will observe and enforce the Code of Ethics of the
REALTOR® organization;
“That you will uphold and support the Ohio Real Estate Commission and its enforcement of the License Law;
“That you will uphold and support your State and National Associations;
“That you will, in all your acts, be governed by the principles
of honesty, justice and fair play, and in every manner possible,
endeavor to promote and safeguard the best interests of our state,
the high purposes of your board, and the welfare of its membership;
“If you so subscribe, answer by saying “I do.” (You may lower your
hands.)
Local Board Officers
If any board program is to be successful, there must be dedicated,
competent officers who will assume leadership and give the board
their time and talents. While there are different titles for board
officers, depending upon the size and program of the board, the
board may select from the following:
1) A President;
2) A President-elect and/or a Vice President;
3) A Secretary and a Treasurer or a Secretary-Treasurer.
4) An Executive Secretary, Executive Officer or Executive Vice President (non-elected position, paid staff)
The following are suggested duties for each of the officers:
The President — As the chief elected officer of the Local Board,
the President is responsible for the general direction of its affairs
and presides at all meetings. Subject to the approval of the Board
of Directors, the President usually appoints all committees, attends
most committee meetings, and assures that policies established
by the Board are carried out.
Page 46
Specific Duties:
1. To represent the Board in community activities. If the President is unable to attend a community function he/she should designate another officer or member to attend the function as the Board’s official representative.
2. To cooperate with the Ohio Association of REALTORS® and the National Association of REALTORS®.
3. To attend OAR and NAR Conferences, Conventions and Business Meetings, and to otherwise become familiar with their personnel, policies and operations.
4. To strengthen the organizational structure of the Board.
5. To work closely with the Executive Officer and other elected officers of the Board.
6. To appoint the most capable committee chairmen available.
7. To encourage maximum membership participation.
8. To see that a comprehensive plan for the year is formulated and carried out.
9. To eliminate outdated policies and practices.
10. To make certain that the Board does not participate in
programs which are illegal or outside its prerogatives as a trade association.
Continued on next page
Local Board Officers -- continued
11.
12.
13.
14.
15.
To assure that Board finances are in a sound position and that the Board maintains its fiscal integrity.
To make certain that the Board promotes high standards of conduct.
To promote and protect the use of the term “REALTOR®” and enhance member image.
To assist in furthering the development of the community.
To promote free enterprise and the real estate industry.
The Chief Staff - Whether called an Executive Secretary, Executive
Officer or Executive Vice President, the chief operating officer is an
employee of the Board. He/she is a paid professional who is either
hired annually at the time other Board officers are elected or is
employed upon a term contract. Since the Executive Officer bears
considerable responsibility for the successful conduct of Board
affairs, he/she should be experienced in and continually studying
trade association management.
The President-elect - Many organizations, including real estate
Boards, have incorporated the position of President-elect into
their leadership structure. Having an individual designated to become President the next year provides a valuable training process
for the individual and assures the Board of needed continuity.
While serving as President-elect, the incumbent would be fulfilling
the functions of Vice President (including the assignment of one or
more specific duties such as being in charge of programs, education, multiple listing or public relations.)
Subject to the President and the policies of the Board of Directors,
the Executive Officer is responsible for the coordination of the
Board’s entire programming.
Although there is a strong presumption that the President-elect
will succeed to the presidency, most organizations’ bylaws, in fact,
provide for automatic succession of the President-elect to the
Presidency.
The Vice President(s) - Small Boards that utilize the position of
President-elect do not usually designate a Vice President. Medium-sized Boards might have both a President-elect and a Vice
President. Large Boards may designate a number of Vice Presidents, including such titles as First Vice President and Second Vice
President.
If there is no President-elect, the single Vice President (or the First
Vice President in larger Boards) may or may not be presumed to
succeed the President. As in the case of the President-elect, the
Vice President may be assigned specific responsibilities, such as
chairing an important committee or coordinating the work of a
number of committees. Where there are multiple Vice Presidents,
it is vital that each be given specific assignments.
The Secretary - The Secretary, who is an elected volunteer (as
differentiated from a paid, professional Chief Staff who may hold
the title of Executive Secretary) keeps the official records, handles
official correspondence, notifies committees of meetings, sends
out publicity and coordinates such activities as may be designated
to him/her. Actual performance of these functions depends to a
large extent upon whether the Board utilizes a paid Executive Officer and delegates some or all of these responsibilities to him/her.
The Treasurer - As the custodian of Board funds, the Treasurer may
draw checks, handle the bookkeeping, prepare financial reports
and present financial information to the membership. Actual
performance of these functions depends to a large extent upon
whether the Board utilizes a paid Executive Officer and delegates
some or all of these responsibilities to him/her.
The Board of Directors - Members of the Board of Directors are
usually elected to multi-year, staggered terms to assure continuity. Another means of gaining continuity is to make the outgoing
President an ex-officio member of the Board.
Board members should work cooperatively with the President,
the Executive Officer, fellow Board members and the membership.
The membership looks to Directors to represent its interests and
ideas. Following are some suggestions for Directors. They should:
1.
2.
3.
4.
5.
6.
7.
8.
Familiarize themselves with the Constitution & Bylaws of the Board, as well as other documents stating its purposes, objectives and methods of operation.
Determine membership needs and attempt to satisfy them by the timely introduction of their suggestions, along with recommendations for appropriate action.
Be prepared to present constructive criticism.
Seek the advice of the Executive Officer on the duties of a Director. He/she is a professional and brings continuity to the Board.
Avoid gossip, rumors and participation in factional politics or cliques. Each Director should represent the entire membership.
Build a strong organization which represents the needs and aspirations of the members.
Prepare for each meeting. Directors should do their home
work—studying issues and details relevant to subjects requiring decisions.
Distinguish between policy setting, which is the mission of the Directors, and operations, which is the mission of the Officers.
If the Board of Directors finds it difficult to meet regularly, a Board
Executive Committee may hold interim meetings. Many Boards of
Directors utilize their Past Presidents in an advisory capacity, either
to augment the Board as a policy committee or to serve at the call
of the President as a separate advisory committee.
Page 47
Local Board Committees
Committees are the grassroots of the Board organization. They
carry out the policies of the Directors and furnish operational support for the officers. Committees should be formed to fulfill the
specific purposes and programs of the Board. If committees exist
which do not have any specific purpose, they should be disbanded.
Committees should be small, and some Boards may find that even
one-person committees work well in certain functions. If a committee of more than nine members is deemed necessary to involve
more members of the Board, then a Steering Committee or Task
Force should be appointed to predigest topics of the larger group.
Following are some suggested committees for Local Boards:
The Program Committee provides meetings of interest to the
membership and promotes regular attendance at these meetings.
The Program Committee chooses topics, employs speakers and
handles the logistical arrangements for meetings.
The Education Committee promotes the Graduate REALTORS®
Institute (GRI) courses and encourages participation in courses of
NAR’s Institutes, Societies and Councils. In addition, the Education
Committee should assist local colleges and universities (or their
branches) by encouraging qualified members to act as instructors;
raising and allocating scholarship funds; and increasing the appreciation of faculty members for the practice of real estate.
The Membership Committee encourages Board membership for all
qualified persons; promotes recognition of outstanding members;
and encourages increased membership participation in activities
of the Board.
The Public Relations Committee develops programs and projects
to increase public awareness and respect for REALTORS®.
The Legislative Committee educates the membership about the
importance of political awareness and participation. It also serves
government at all levels by providing analyses and suggesting actions relating to important legislation affecting REALTORS®.
Separate Professional Standards and Grievance Committees are
required and serve to educate members about ethical conduct,
investigate complaints about the ethical conduct of REALTORS®,
and arbitrate disputes.
The Multiple Listing Committee recommends standards and procedures for the operation of the Multiple Listing Service.
Conducting Meetings
Leadership & Participation
An effective Chairman will lead by personal example. Enthusiasm
is contagious and open discussions encourage participation. The
Chairman must take the initiative in setting the tone and tempo of
the committee, as well as its direction. Do not expect more from
your committee members than you do from yourself. Delegate responsibility to the members, and rely on them to produce results.
Fulfill all the commitments you make to the committee as a group
and to the members individually.
By being candid and equitable, by listening and respecting individual opinions, you can inspire your committee members to participate to the fullest.
Meetings
Preparation is the principal ingredient of a successful committee
meeting. After you have acquainted yourself with the committee’s
purpose and goals, review the minutes of previous meetings. This
will provide a background of the committee’s decisions, actions
and recommendations. It can help your committee to avoid repeating previous activities.
Working with the staff liaison, develop an agenda for your meeting. The agenda is used to focus your committee’s attention on its
work in an orderly fashion.
Page 48
It’s important that ample advance notice of your meetings be
sent to the committee members so that they may also review the
material and prepare for the meetings.
No committee should meet more often than necessary and, as
Chairman, you are responsible for starting the meeting on time
and assuring the discussion is kept focused on the agenda items.
A record of attendance should be kept at each meeting and
incorporated into the minutes. It’s a good idea, especially for
larger committee meetings, to distribute attendance slips for the
committee members to complete themselves and return to the
chairman or committee secretary.
The Chairman is in charge of the meeting. If you are unable to be
present for the meeting, arrangements should be made to either
reschedule the meeting or have the committee’s Vice Chairman (if
one has been appointed) or another committee member serve as
acting chairman for the meeting. The person chairing the meeting
is a coordinator and motivator. Every effort should be made to
solicit the participation of all members of the committee. Welcome new ideas, suggestions and alternative plans. Encourage
open discussion of disagreements. From this exchange of views a
consensus can be reached.
NAR Background
The National Association of REALTORS® was founded in Chicago
in 1908 by 120 men representing 19 real estate boards and 1
state association. Membership in the National Association now
numbers over 1 million. The National headquarters is located in
Chicago where a staff of 275 employees carry on the day-to-day
activities of the Association. NAR also maintains a full-time staff of
150 in Washington, D.C. to handle legislative activities.
During the Association’s Annual Convention normally held in
November, officers are elected to serve the REALTOR® members
throughout the United States and its possessions. Much like the
State Association, the decision-making process flows through
committees appointed by the incoming President, to the Executive Committee and ultimately through the Board of Directors, the
governing body of the Association.
NAR-CHICAGO
430 N. Michigan Avenue
Chicago, IL 60611
Information Central: 800/874-6500
NAR-WASHINGTON, DC
500 New Jersey Ave., NW
Washington, D.C. 20001-2020
Key NAR Staff
Dale Stinton — 312/329-8417
Chief Executive Officer & Corporate Secretary
Lawrence Yun — 202/383-7519
Sr. Vice President & Chief Economist
Research
Frank Sibley — 312/329-3271
Senior Vice President/Communications
Convention
Public Affairs
Publications
Jerry Giovaniello — 202/383-1115
Senior Vice President/Chief Lobbyist
Addresses correspond with those for NAR’s offices in Chicago
(area code 312) and Washington, DC (area code 202)
Laurie Janik — 312/329-8371
General Counsel
NAR Elected Officers
Ron Phipps, President
Phipps Realty
4036 Post Rd.
Warwick, RI 02886
401/884-1030 FAX: 401/884-0133
Bill Armstrong, Treasurer
RSR REALTORS®
3 Lemoyne Dr., Ste. 100
Lemoyne, PA 17043
717/763-1212 ext. 130 FAX: 717/763-1656
Maurice J. Veissi, President-elect
Veissi & Associates, Inc.
7800 Red Road #301
South Miami, FL 33143
305/665-9299 FAX 305/665-1230
Vicki Cox Golder, Immediate Past President
Vicki L. Cox & Associates.
3415 E. Golder Ranch Road
Tucson, AZ 85739
520/825-3922 FAX: 520/825-3799
Gary Thomas, First Vice President
Altera Real Estate
27372 Aliso Creek Rd, #210
Aliso Viejo, CA 92656
949/389-7800 Ext. 7802 FAX: Fax: 949/389-0073
Furhad Waquad, Region #6 Vice President
Real Estate One
4120 Telegraph Rd
Bloomfield Hills, MI 48302
Phone: 248/644-4700 FAX: 248/644-7218
Page 49
Three-Way Agreement
The term ‘Three-Way Agreement’ refers to the written agreement
of the National Association of REALTORS® with the State Association and the Local Boards of that state.
Basically, it is an agreement in writing between the National Association and its Member Boards granting them the right to use the
term REALTOR® and REALTOR-ASSOCIATE® within their territorial
jurisdiction to such individuals as deemed qualified for member-
ship. In turn, the Member Boards agree to accept the charge of
properly granting the use of and properly regulating the use of
the terms REALTOR® and REALTOR-ASSOCIATE®, to subscribe to
the Code of Ethics of the National Association; and to uphold and
enforce the Code within the Board’s jurisdiction. The Local Boards
also agree to maintain membership in good standing in the State
Association of the state in which located.
NAR Committee Appointments
Because each of the three levels of the REALTOR® organization –
Local, State and National – is autonomous, the committee structure of each is separate and distinct from the other. There is no
hierarchy of committees which would indicate, for example, that a
National Communications Committee should somehow control a
State Communications Committee or that a State Communications
Committee should control a Local Committee.
In late summer confirmations of committee appointments are
mailed by NAR to members who received an appointment. Those
who did not receive appointments are also sent notification.
Members who did receive appointment are encouraged to attend
committee meetings during the NAR Convention in November.
From a practical standpoint, however, each level of the organization can learn from the other, and so it makes good sense that,
wherever possible, boards appoint people to the same type of
committee at a State and National level as well. The Association
works closely with Local Boards and individual members in coordinating recommendations for National Committee Appointments
each year to assure that Ohio has maximum coverage on committees at the National level.
Debbie Wedebrook
Administrative Asst. to the Chief Executive Officer
Ohio Association of REALTORS®
200 East Town Street
Columbus, Ohio 43215
614/228-6675 – FAX: 614/228-2601
For a list of NAR Committees, please call:
The process begins when NAR sends out their initial mailing on
NAR Committee Appointments. OAR then notifies the Executive
Officers/Secretaries, Board Presidents and Presidents-elect, Past
Presidents, NAR Directors from Ohio and Ohioans currently serving
on NAR Committees requesting that Committee Service Request/
Recommendation process has begun.
NAR Business Meetings
As mentioned above, the National Association meets twice a year.
Typically those meetings take place in the Spring and in November.
Registration should be made way in advance of the meetings to
secure hotel accommodations and flights.
If you have questions regarding the NAR Meetings, please contact:
Page 50
Debbie Wedebrook
Administrative Asst. to the Chief Executive Officer
200 East Town Street
Columbus, Ohio 43215
614/228-6675 – FAX: 614/228-2601
NAR Directors
Position Description Summary
The governing body of the National Association of REALTORS® is its
Board of Directors, which was restructured at the 1997 NAR convention. The Board includes representatives of the 75 largest firms
in the country, as well as representatives of Local Associations with
2000 or more members. Each state association is entitled to a
minimum of two Directors, plus one additional Director for every
2000 members in excess of 4000. Directors elected by the OAR
Directors will serve three-year terms State Association Presidents
will automatically be appointed to a one year term on the Board of
Directors.
NAR Directors are expected to attend all regular meetings of the
Board of Directors and the Regional Caucuses. They are also
expected to serve on at least one NAR committee. The OAR
President presides over meetings of Ohio’s NAR Directors, with the
exception of the Regional Caucuses.
Nominations
The Nominating Committee meets at the OAR Convention to receive and consider names submitted for vacant NAR Director positions and NAR Region #6 Vice President positions when applicable.
The Nominating Committee will publish a slate of candidates prior
to the Board of Directors meeting. The Board of Directors will
then vote on the slate of candidates at the Directors meeting held
during the same Convention (For further information, please refer
to Article IV of OAR’s Code of Regulations.)
1. 2. 3. 4. 5. 6. 7. Past service to the Ohio Association and Local Boards.
Previous attendance at National Association meetings.
Past participation on NAR committees or Institutes.
Attendance record as a National Director, Committee Member or Institute Member.
Significant contributions made as a National Director, Committee Member or Institute Member.
Ability and willingness to attend all NAR meetings.
Geographical balance.
For further information, please contact:
Debbie Wedebrook
200 E. Town Street
Columbus, OH 43215
614/228-6675 FAX: 614/228-2601
[email protected]
The following are some prerequisites which are considered by the
Nominating Committee when reviewing candidates for NAR Director positions:
NAR Directors
State President – Meg Hudson
Committee Liaison -- Steve Brown
Advisory Board Representative -- Harley Rouda, Jr.
State At-Large Appointments
Doug McCloud*
Barbara Lach*
Patrick O’Neil*
Brad Bennett**
Brad Knapp**
Bob Miller**
John Lynch***
Tom Williams***
Local Board Appointments (1 year terms)
Tom Hasselbeck (Cincinnati Area Board)
Pete Kopf (Cincinnati Area Board
Robert Walick (Cleveland Area Board)
Rick Benjamin (Columbus Board)
Greg Hrabcak (Columbus Board)
Robert Wilson (Dayton Area Board)
Large Firm Entitlement
HER, REALTORS®, Inc. -- Harley E. Rouda, Jr.
Sibcy Cline -- James Stofko
Distinguished Service Award Recipients
Steve Casper
Paul Everson
Owen Hall
NAR Past Presidents
Harley E. Rouda, Sr.
*Term expires 12/31/11
**Term expires 12/31/12
***Term expires 12/31/13
Page 51
NAR REALTOR® Trademark Logo Usage
Reprinted in part, for your information, from the “Membership
Marks Manual,” (NAR Policy Reference File 109)
News Releases
Most newspapers follow either the Associated Press or United
Press International stylebooks in preparing news items for publication. Usually, neither will print anything in full caps. Consequently, if your press releases are submitted with the term REALTOR® and REALTORS® in full caps, the newspaper concerned may
edit your copy leaving only initial caps.
If your news releases contain the terms REALTOR® and REALTORS®,
they should also include, as a footnote, the following:
“REALTOR® is a registered collective membership mark which
identifies a real estate professional who is a member of the NATIONAL ASSOCIATION OF REALTORS® and subscribes to its strict
Code of Ethics. If possible, using REALTOR® in full caps with the
registered trademark symbol is preferred.”
If your local newspaper does not follow the above style books or
if you have been successful in securing full-cap publication of the
terms in your news items, you should continue to submit your
news releases with the terms REALTOR® and REALTORS® in full
caps.
NAR Affiliate Organizations
COUNSELORS OF REAL ESTATE -- The Counselors of Real Estate
(CRE) is a professional membership organization established
exclusively for leading real property advisors. The purpose of the
organization is to advance, enhance, and support these leaders
by serving as a resource for information, by creating opportunities for professional development, by facilitating networking and
by providing the benefits of camaraderie. Members are awarded
the CRE Designation, bestowed by invitation only, in recognition of
their achievements in real estate counseling.
Designation
CRE (Counselor of Real Estate) All members hold the CRE designation and provide objective advice on real estate-related areas to
investors, builders, and various financial institutions.
For more information contact:
Website: www.cre.org
312/329-8427
State Chapter President — Bruce F. Massa, CRE
Continental Realty, Ltd.
150 East Broad Street, Ste. 500
614/883-1330 FAX: 614/221-9162
Page 52
CCIM INSTITUTE -- Confers the Certified Commercial Investment
Member (CCIM) designation to commercial real estate professionals through an extensive curriculum of 200 classroom hours,
in addition to industry experience. The CCIM education curriculum addresses financial analysis, market analysis, user decision
analysis and investment analysis - the cornerstones of commercial
investment real estate. There are 9,500 CCIMs in 1,000 markets
worldwide. An additional 9,500 practitioners are pursuing the
designation. Headquartered in Chicago, CCIM Institute is the
largest brokerage network in the world, with a growing international membership of 1,000 professionals in more than 30 nations
overseas.
Designation
CCIM (Certified Commercial Investment Member) Candidates for
the CCIM designation must pass three CCIM Core Courses and five
to seven Elective Courses (a total of 18 credit hours). CCIMs are
the elite of commercial real estate, sharing a set of skills which
puts them far ahead of the competition.
For more information:
Website www.ccim.com
800.621.7027.
State Chapter President — Patty Cole, CPA, CCIM
Al Neyer, LLC
302 W. 3rd Street, Ste. 800
513/527-1856
THE INSTITUTE OF REAL ESTATE MANAGEMENT (IREM) — IREM is
an association of property and asset managers who have met strict
criteria in the areas of education, experience and ethics. Founded
in 1933, IREM’s mission is to educate real estate managers, certify
their competence and professionalism, serve as an advocate on
issues affecting the real estate management industry, and enhance
its members’ professional competence so they can better identify
and meet the needs of those who use their services.
Designations
CPM (Certified Property Manager) candidates must acquire valuable real estate management skills through educational offerings
leading to the CPM designation. CPM members have the competitive edge in every area of real estate management from residential
to commercial to industrial.
For more information, contact:
Website: www.irem.org
800/837-0706 ext. 4650
REAL ESTATE BUYERS AGENT’S COUNCIL (REBAC) — Real Estate
Buyer’s Agent Council (REBAC) is the world’s largest association of
real estate professionals focusing specifically on representing the
real estate buyer. There are more than 42,000 active members of
the organization worldwide. REBAC awards the Accredited Buyer’s
Representative (ABR®) and the Accredited Buyer’s Representative
Manager (ABRM) designations.
Designation
ABR (Accredited Buyer Representative) Provides REALTORS® with
what they need to stay competitive in today’s market. Member
benefits such as marketing tools, a referral network and other resources, help to promote their business. Courses for the designation are available both in person and online.
e-PRO The new e-PRO certification provides a road map to help
you serve hyper-connected consumers of today and tomorrow.
Course topics for Day 1 include the changing market, how to
connect with consumers, the online conversation and reputation
management. Day 2 provides hands-on discovery of business tech
tools, such as an e-strategy, mobile office, micro-blogging, rich
media and NAR resources.
Website: www.rebac.net
800/648-6224
REALTORS® LAND INSTITUTE (RLI) — The REALTORS® Land
Institute is the only real estate membership organization serving
practitioners who specialize in land transactions, ranging from
farms and ranches; recreational and special interest properties;
raw land; transitional land; subdivision and lot wholesaling; to site
selection and land assemblage. Since 1944, the organization has
been dedicated to building knowledge and building business for
its members. RLI offers superior education through its RLI Land
University and professional developments programs, provides an
array of services that encourage networking and referral opportunities, and serves as a voice in Washington on land-related issues
through the National Association of REALTORS®.
Designation
ALC (Accredited Land Consultant) To qualify for the ALC designation, a land specialist must complete the organization’s rigorous
land education program and demonstrate a proven track record in
experience and success.
Website: www.rliland.com
800/441-5263
COUNCIL OF REAL ESTATE BROKERAGE MANAGERS — The RB
Council provides broker managers of residential, commercial,
industrial, relocation, appraising, and property management
companies the working knowledge and skills necessary to profitably manage their companies. Through its courses, products and
services, the council offers advanced training in strategic planning,
financial management, marketing management, recruiting/training, and retaining sales staff.
Website: www.crb.com
800/621-8738
Designation
CRB -- The Council confers the Certified Real Estate Brokerage
Manager (CRB) Designation, while continuously providing members with the educational, informational and networking resources
necessary to compete and succeed in the real estate marketplace.
CRB State Chapter President — Sara Walsh
Prudential Metrix, REALTORS®
110 Polaris Pkwy, Ste. 100
Westerville, OH 43082
614/212-6040 -- FAX: 614/475-8200
Page 53
Council of Residential Specialists (CRS)
The Council of Residential Specialists has over a 30 year legacy of
giving residential real estate professionals the tools they need to
be successful in any market. CRS delivers the education, resources
and connections agents need to achieve their goals. Beyond the
referral network, the high-caliber online and classroom courses
and the benefits of membership, earning the CRS Designation is
really about learning proven methods for making more money.
Website: www.crs.com
800/462-8841
Designation
CRS (Certified Residential Specialist) The Certified Residential
Specialist (CRS) is the highest designation awarded to sales associates in the residential sales field. The CRS designation recognizes
professional accomplishments in both experience and education. Since 1977 the Council of Residential Specialists has been
conferring the CRS Designation on agents who meet its stringent
requirements. Currently, there are more than 34,000 active CRS
Designees.
CRS State Chapter President —Bonnie J. Boyd
11112 A Prouty Road
Concord Twp., OH 44077
440/339-8800 FAX: 440/639-0865
THE SOCIETY OF INDUSTRIAL & OFFICE REALTORS® (SIOR) —
SIOR awards the SIOR (Specialist, Industrial & Office Real Estate)
designation to brokerage specialists who meet its strict experience, transaction, education, and ethical standards. Recipients of
this designation are recognized within the commercial brokerage
industry as the most experienced and capable commercial real
estate practitioners. One of the leading commercial and industrial
real estate associations, SIOR has 3,200 members-2,800 of whom
hold the designation-located in more than 590 cities in 25 countries.
Designations
SIOR (Specialist, Industrial & Office Real Estate) Earned by industrial and office REALTORS® by completing required course work
and fulfilling professional experience criteria.
Website: www.sior.com
202/449-8200
State Chapter President —Tony Witt
Cassidy Turley
3033 Kettering Blvd., Ste. 111
Dayton, OH 45439
937/424-2444
Email: [email protected] - email
Page 54
THE WOMEN’S COUNCIL OF REALTORS® (WCR) —The Women’s
Council of REALTORS® (WCR) is a nationwide community of more
than 18,000 real estate professionals. WCR’s mission is to empower women to exercise their potential as entrepreneurs and
industry leaders. WCR’s Performance Management Network is the
newest REALTOR® designation, combining real-world skills with
the power of WCR’s national referral network.
Designation
PMN (Performance Management Network) The Performance
Management Network is a REALTOR® designation that’s built from
the ground up to bring you the real-world skills, the know-how
and the tools that will keep your business out front and on top of a
lightening-fast market. This designation is unique to the REALTOR®
family designations, focusing on the idea that in order to enhance
your business, you must enhance yourself. The curriculum is
driven by the following topics: negotiating strategies and tactics,
networking and referrals, business planning and systems, personal
performance management and cultural differences in buying and
selling.
Website: www.wcr.org
800/245-8512
State Chapter President — Young Kim
Young Kim Realty
511 Windsor Park Drive
Dayton, OH 45459 937/433-5335 FAX: 937/433-4753
Page 55
Frequently Used Addresses & Phone Numbers
200 E. Town St.
614/228-6675 FAX: 614/228-2601
OAR Website: www.ohiorealtors.org
OAR OFFICERS
Meg Hudson, President
Cutler Real Estate
414 N. Main St.
Kent, OH 44202
330/678-1277 -- 330/678-2344
Bob Miller, President-elect
6075 Glick Rd.
Powell, OH 43065
614/410-1809 -- 614/792-6683
Tom Williams, Treasurer
Williams & Kuhn 1st Choice Realty Group, LLC
5231-3 S. Canfield-Niles Rd.
Canfield, OH 44406
330/286-3565 -- 330/286-3566
Ohio Division of Real Estate &
Professional Licensing
77 S. High St., 20th Floor
Columbus, OH 43215
614/466-4100 FAX: 614/644-8292
Kelly Davids, Superintendent — 614/644-0584 (FAX)
National Association of REALTORS®
430 N. Michigan Ave.
Chicago, IL 60611-4087
500 New Jersey Ave., NW
Washington, D.C. 20001-2020
NAR Institutes, Societies & Councils
The Counselors of Real Estate — 312/329-8427
ASREC State President – Bruce Massa -- 614/883-1330
Commercial Investment Real Estate Institute — 800/621-7027
CCIM State President – Patty Cole -- 513/527-1856
Institute of Real Estate Management — 800/837-0706
Real Estate Buyers Agent’s Council (REBAC) — 800/648-6224
REALTORS® Land Institute — 800/441-5263
Real Estate Brokerage Manager’s Council — 800/621-8738
CRB State President – Sara Walsh -- 614/212-6040
Council of Residential Specialists -- 800/462-8841
CRS State President – Bonnie Boyd -- 440/339-8800
Society of Industrial and Office REALTORS® — 202/449-8200
SIOR State President – Tony Witt -- 937/424-2444
Women’s Council of REALTORS® — 800/245-8512
WCR State President – Young Kim -- 937/433-5335
OAR Staff
Administrative
220 Bob Fletcher, Chief Executive Officer — [email protected]
230 Peg Ritenour, VP/Legal Services-Admin. —[email protected]
232 Shauna Darfus, Director-Finance — [email protected]
212 Debbie Wedebrook, Admin. Asst. — [email protected]
216 Jenna Bragg, Director/Mtgs. & Conv. — [email protected]
228 Greg Stitz, Director/Research — [email protected]
236 Ann Swisher, Dir./Bd. Support Svcs. — [email protected]
215 Mary Ann Sullivan, Admin. Asst. — [email protected]
227 Stacey Dawson, Mtg. & Mbr. Svcs. Coor. — [email protected]
Management Information Systems
217 Cherie Murray, Director — [email protected]
202 Evelyn Morris, Mbrshp. Rec. Admin. — [email protected]
204 Shirley Reed, Technical Analyst — [email protected]
Publications & Media Relations Group
205 Carl Horst, Director — [email protected]
235 Nikki Gasbarro, Asst. Dir. — [email protected]
206 Lisa Wemer, Admin. Asst. — [email protected]
Page 56
Operations Group
223 Robin Jennings, Vice President — [email protected]
202 Lauren Lawson, Secretary/Receptionist—[email protected]
225 Robin Schobelock, Office Svcs. [email protected]
210 Tim Lockwood, Vice President — [email protected]
229 Deanna Wright, Administrative Asst. — [email protected]
209 Nikki Blain, Registrar — [email protected]
Public Policy Group
224 Scott Williams, Dir./Gov. Affairs — [email protected]
221 Paul Glass, Dir./Political Affairs — [email protected]
219 Lorie Garland, Asst. VP/Legal Services — [email protected]
218 Arica Jones, Admin. Asst. — [email protected]

OAR Reference Guide - Ohio Association of Realtors

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