TO: Officers and Directors - · PDF fileTO: Officers and Directors - dullesarea.com

November 20, 2012 TO: Officers and Directors Directors Elect

FROM: Jeanette G. Newton, RCE , CEO RE: Next Board of Directors Meeting

Attached please find the agenda and other related materials for the next Board of Directors Meeting scheduled for Thursday November 29th, 9:00 AM at the DAAR Office.

Please review the information enclosed prior to the meeting to expedite discussion and block out until 12 N for the meeting. Please bring this packet with you or your computer so you can follow along. I will not have additional copies.

Thank you for your cooperation. See you then.

DULLES AREA ASSOCIATION OF REALTORS®, INC. BOARD OF DIRECTORS MEETING

AGENDA – November 29, 2012 CALL TO ORDER 9:00 AM – DAAR Office Welcome to our Directors-Elect. Just as a reminder, you will be afforded voice but no vote until you have been properly installed as members of the BOD on December 13th. Congratulations to our newly inducted REALTOR® Emeritus members, Betty Plashal, Alton Echols, and Charlie Dwyer. A little celebration of our year with presentations by Tony Arko and Beckwith Bolle. A special array of goodies will be served. APPROVAL OF THE CONSENT AGENDA

CONSENT AGENDA

APPROVAL OF THE SECRETARY’S REPORT –Sept. 20th Pages 2-3

ACCEPTANCE OF THE FINANCIAL REPORT THROUGH- October, 2012 Pages 4-8 APPROVAL OF THE NEW MEMBERS – Page 9 CEO and EXECUTIVE COMMITTEE REPORT - Page 10-16 CHAIR OF PUBLIC POLICY REPORT – Pages 17-19

CHAIR OF FINANCE – Pages 4-8 CHAIR OF MEMBER SERVICES REPORT – Pages 20-30

CHAIR OF PROFESSIONAL DEVELOPMENT REPORT – Pages 31-37

NEW BUSINESS

> Approve in concept new Production Awards. Specifics as outlined will be approved by the Executive Committee. Pages – 23-24 > Appointment of a replacement for Melissa MacKimm > Implement the report of the Agency Work Group Pages – 14-15 > Approve the Staff Incentive Plan Page 16 > For review only; Policy and Procedures Manual – Distributed at the meeting > Other

Updates and Discussion - VAR Leadership Summit – December 6, 2012 Woodbridge

Holiday Party and Installation – December 13, 2012 4 PM Leadership Thank you Breakfast – December 20, 2012 8:30 am TBA DAAR Leadership Briefing – January 3, 2012 9:00 AM

NEXT MEETING - Executive Committee – January 10, 9:00 AM (DAAR Office) BOD Meeting – January 17, 9:00 AM (DAAR Office)

ADJOURNMENT

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Dulles Area Association of REALTORS® Board of Directors – Minutes

September 20, 2012

CALL TO ORDER – The meeting was called to order at 9:07 AM at the DAAR Offices.

By motion of the Executive Committee, Greg Davidson was elected to fill the unexpired term of Ken Shall as Affiliate Representative on the BOD.

VAR BOD Liaison Fred Morgan was introduced to the Board. Fred is here as an observer and to let the BOD know that he is available should we have any issues with VAR that need addressing.

Chairman Arko presented a token of appreciation to Sue Puleo for all her hard work on the Community Service Committee and all of the other DAAR volunteer activities she participates in, with thanks for her very big and generous heart.

Rocky Westfall and Christine Windle presented to the BOD the new concept Homebuyer Resource Center from the County. Approval of this will go before the BOS in the next month or two. Motion was made seconded and approved to send a letter to the BOS expressing our support and appreciation for the site.

APPROVAL OF THE CONSENT AGENDA: The Consent Agenda was approved. The BOD asked for vague summaries of Professional Standards Cases to be included in future reports.

NEW BUSINESS: Line of Credit: A motion was received from the Budget & Finance Committee to apply for a $25K Line of Credit with Access National Bank under the terms presented, except that the word exclusive be removed from the sentence about our depository relationship. The motion was adopted. Communication/Technology Committee: A motion was made, seconded and approved to separate the above committee from the responsibilities of the Public Policy

Director J M M J S N Director J M M J S N Arko X X X X X Lawlor X X X X X Bolle X X X X X MacKimm X X X X Buzzelli X X X X Milletary X X X X X Campbell X X X X X Parello X X X X Vacant - - - - - - Puleo X X X X Dabkowski X X X X Rees X X X X X Davidson - - - - X Sammarco X X X X X Halseth X X X X X Smith X X X X Harbour X X X X Sonnhalter X X X Jarvis X X X X Yahner X X X X Kroll X X E X

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Chair and make the Immediate Past President the liaison for that committee on a trial basis. If it is shown to be successful, a bylaw change will be implemented next year. Election of the 2013 Officers: The following candidates were nominated: Sue Smith, Chairman-Elect; Ray Rees, Public Policy; Shawn Milletary, Member Services; Scott Buzzelli, Finance; Jackie Lawlor; Professional Development. A Motion was made, seconded and approved to elect the slate as presented. Updates and Discussions: Everyone was reminded and encouraged to attend the 50th Anniversary Picnic on September 29th, 4 PM at JEBBRA Farm. This is an event not to be missed. ADJOURNMENT: A Motion was made, seconded and approved to adjourn the meeting at 10:35 AM.

NEXT MEETING - Executive Committee – November 15, 2012 9 AM BOD – November 29, 2012 9 AM

Respectfully submitted,

Jeanette G. Newton, RCE Corporate Secretary

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Dulles Area Assoc. of Realtors Inc.Budget vs. ActualsJuly - October, 2012

Actual BudgetOver

Budget Actual BudgetOver

BudgetIncome 4000 Dues and Fees 4001 Local Dues 29,092 29,941 (849) 113,362 117,991 (4,629) 4002 Late Fees on Dues 125 50 75 2,000 1,750 250 4003 Transferring Member Dues 384 473 (89) 862 1,183 (321) 4005 Application Fees 1,950 1,500 450 7,800 6,000 1,800 4009 Affiliate Member Dues 2,233 1,971 262 8,718 7,884 834 4017 SentriLock Key Fee 10,772 9,547 1,225 42,106 37,353 4,753 4018 Sentrilock Activation Fee 625 500 125 3,275 2,000 1,275 Total 4000 Dues and Fees 45,181 43,982 1,199 178,123 174,161 3,962 4300 Member Services - Programs 4316 List Share Program 25 (25) 100 (100) 4321 Economic Summit Income 5,576 2,390 3,186 Total 4300 Member Services - Programs 25 (25) 5,576 2,490 3,086 4330 Sponsorship Income 4331 Sponsorship Program 750 2,500 (1,750) 5,725 10,000 (4,275) Total 4330 Sponsorship Income 750 2,500 (1,750) 5,725 10,000 (4,275) 4350 Membership Services - Events 4309 Broker Breakfast 480 750 (270) 595 750 (155) Total 4350 Membership Services - Events 480 750 (270) 595 750 (155) 4400 DAAR School 4401 Continuing Education 2,090 4,461 (2,371) 12,818 19,360 (6,542) 4403 ED Gold Cards 125 625 (500) 1,500 2,500 (1,000) 4404 Principles Class 4,570 4,000 570 4405 Broker Course 2,500 (2,500) 6,796 5,000 1,796 4417 Online Courses 655 200 455 1,353 800 553 4433 ABR course 3,600 (3,600) 8,100 (8,100) Total 4400 DAAR School 2,870 11,386 (8,516) 27,037 39,760 (12,723) 4600 Rental Income 1,050 1,000 50 5,610 4,000 1,610 4700 DAAR Store 4705 DAAR Items 611 825 (214) 4,305 3,300 1,005 4730 SentriLock 4732 SentriLock Box 198 1,500 (1,302) 4,556 6,000 (1,444) 4733 SentriLock Reader 250 180 70 1,207 720 487 Total 4730 SentriLock 448 1,680 (1,232) 5,764 6,720 (956) Total 4700 DAAR Store 1,059 2,505 (1,446) 10,069 10,020 49 4900 Misc income 1,000 1,000 Total Income 51,391 62,148 (10,757) 233,734 241,181 (7,447)

Total Oct-12

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Actual BudgetOver


Budget

Total Oct-12

Cost of Goods Sold 5000 COGS 5001 DAAR Items 521 619 (98) 3,671 2,476 1,195 5730 Sentrilock 5731 Sentrilock Keys 60 60 342 240 102 5732 Sentrilock Boxes 161 1,125 (964) 3,699 4,500 (801) 5733 Sentrilock Readers 95 135 (40) 563 540 23 Total 5730 Sentrilock 316 1,320 (1,004) 4,604 5,280 (676) Total 5000 COGS 837 1,939 (1,102) 8,275 7,756 519 Total Cost of Goods Sold 837 1,939 (1,102) 8,275 7,756 519 Gross Profit 50,553 60,209 (9,656) 225,460 233,425 (7,965)Expenses 6000 Payroll Expenses 6010 Payroll Expenses 28,312 30,000 (1,688) 114,121 120,000 (5,879) Total 6000 Payroll Expenses 28,312 30,000 (1,688) 114,121 120,000 (5,879) 6200 Marketing/Public Relations/Advertising 6240 Advertising/Promotional 250 483 (233) 1,780 1,932 (152) Total 6200 Marketing/Public Relations/Advertising 250 483 (233) 1,780 1,932 (152) 6300 Membership Services Expenses - Programs 6303 Lunch Matters Expense 185 250 (65) 452 500 (48) 6305 Members Meetings 1,730 100 1,630 1,870 400 1,470 6309 Broker Breakfast Expense 418 418 418 500 (82) 6310 New Member Services 191 250 (59) 6311 List Share *NEW* 150 (150) 300 (300) 6321 Economic Summit Expenses 1,406 2,433 (1,027) Total 6300 Mbership Services Exp- Programs 2,333 500 1,833 4,338 4,383 (45) 6350 Membership Services Expenses - Events 6382 Anniversary Gala 682 682 2,425 2,425 Total 6350 Membership Services Expenses - Events 682 682 2,425 2,425 6400 DAAR School Expense 6410 Misc Expense/Royalties 650 (650) 512 2,600 (2,088) 6420 Education Supplies 1,002 100 902 1,002 400 602 Total 6400 DAAR School Expense 1,002 750 252 1,514 3,000 (1,486) 6500 Leadership Expenses 6515 CEO Expenses 1,521 850 671 2,619 3,400 (781) 6517 CEO Auto Expense 678 900 (222) 2,960 3,600 (640) 6520 NAR Travel 33 400 (367) 6522 VAR Travel 2,033 1,800 233 2,033 1,800 233 6530 GAD Travel & Entertainment 1,105 400 705 1,222 1,600 (378) 6531 MSD Travel & Entertainment 175 175 175 175 6532 Office Mgr Travel & Entertainment 167 (167) 668 (668) Total 6500 Leadership Expenses 5,511 4,117 1,394 9,041 11,468 (2,427)

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Actual BudgetOver


Budget

Total Oct-12

6600 Operating Expenses 6606 Rent 8,108 8,108 (1) 32,430 32,432 (2) 6610 Phone 939 1,271 (332) 4,619 5,084 (465) 6618 Taxes 189 189 189 189 6625 Insurance 198 200 (2) 793 800 (7) 6631 Office Supplies 505 450 55 1,891 1,800 91 6635 Postage 100 (100) 473 400 73 6650 Copier Lease/Maintenance 1,381 1,000 381 4,233 4,000 233 6655 Membership Software 1,225 1,222 3 4,900 4,888 12 6660 Dues and Subscriptions 65 75 (10) 260 300 (40) 6675 Bankcard/Bank Fees 419 1,150 (731) 2,427 4,600 (2,173) 6680 Sentrilock Expenses 3,361 3,029 332 13,165 12,116 1,049 6690 Building Expenses 876 1,125 (249) 4,348 4,500 (152) Total 6600 Operating Expenses 17,265 17,730 (465) 69,728 70,920 (1,192) 6800 Professional Fees 6805 Attorney 500 500 2,000 2,000 6806 Bookkeeping 2,200 2,200 8,800 8,800 6810 Accountant 750 750 3,000 3,000 6815 Computer Services 1,409 957 452 7,073 3,828 3,245 6822 Website Expense 500 1,000 (500) 2,000 4,000 (2,000) Total 6800 Professional Fees 5,359 5,407 (49) 22,873 21,628 1,245 Total Expenses 60,713 58,987 1,726 225,818 233,331 (7,513)Net Operating Income (10,160) 1,222 (11,382) (359) 94 (453)Other Income 9810 Interest Income 12 8 4 111 32 79 Total Other Income 12 8 4 111 32 79 Other Expenses 9910 Interest Expense 135 (135) 570 (570)Total Other Expenses 135 (135) 570 (570)Net Other Income 12 (127) 139 111 (538) 649 Net Income (10,148) 1,095 (11,243) (247) (444) 197

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Dulles Area Assoc. of Realtors Inc.Cash Flow SummaryDate: 10/31/2012

Actual Actual Budget Budget Budget Budget Budget Budget Budget BudgetSep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13

Bank Balance beginning of month 27,885 27,366 18,129100,000 60,055 30,065

Available for Operating Cash Flow 127,885 87,421 48,194 66,438 70,477 51,210 12,940 (23,488) 47,166 96,519

Income 4001 Local Dues 1,065 355 110,000 90,000 70,000 4001 New Members 3,733 4,461 1,479 1,775 2,071 2,367 2,663 2,958 3,254 3,550 4002 Discounts/late Fees 150 75 50 1,250 3,045 900 350 50 4003 Transferring Member Dues 562 1,598 592 710 828 947 1,065 1,183 1,302 1,420 4005 Application Fees 1,900 2,300 1,500 1,500 1,500 1,500 1,500 1,500 1,500 1,500 4008 Secondary Dues 266 4009 Affiliate Member Dues 228 6,645 7,645 1,971 1,971 1,971 1,971 1,971 1,971 4017 Sentrilock Key Fees 500 454 60,192 45,442 8,775 680 784 902 1,036 1,140 4018 Sentrilock Activation Fees 850 625 500 500 500 500 500 500 500 500 Total 4000 Dues and Fees 8,989 10,134 70,958 58,822 18,690 8,865 8,833 119,064 99,563 80,081 Total 4300 Mbr Services-Programs 1,345 25 25 1,000 1,000 25 25 25 25 Total 4330 Sponsorship Income 1,050 3,025 2,500 2,500 2,500 2,500 2,500 2,500 2,500 2,500 Total 4350 Mbr Services-Events 460 750 Total 4400 DAAR School 8,564 6,260 5,161 3,161 14,163 6,286 10,786 4,186 4,186 4,186 Total 4600 Rental Income 2,310 550 1,000 1,000 1,000 1,000 1,000 1,000 1,000 1,000 Total 4700 DAAR Store 3,014 1,128 2,505 2,505 2,505 2,505 2,505 2,505 2,505 2,505 Total 4900 Misc. Income 152Total Cash from Revenues 25,814 21,816 82,149 68,013 39,858 22,156 25,649 130,030 109,779 90,297

Cost of Goods Sold 5000 Cost of Goods Sold 5001 DAAR Items 3,384 591 619 619 619 619 619 619 619 619 5730 Sentrilock 3,461 3,693 1,320 1,320 1,320 1,320 1,320 1,320 1,320 1,320 6680 Sentrilock Expenses 3,029 3,029 3,029 3,029 3,029 3,029 3,029 3,029 3,029 3,029Total Cost of Goods Sold 9,874 7,313 4,968 4,968 4,968 4,968 4,968 4,968 4,968 4,968

Expenses Total 6000 Payroll Expenses 26,780 26,130 30,000 30,000 30,000 30,000 30,000 30,000 30,000 30,000 Total 6200 Marketing/Pub Relations/Advert 322 483 483 483 483 484 484 484 484 Total 6300 Mbrship Services Exp - Programs 1,721 1,287 750 500 500 500 1,450 750 500 750 Total 6350 Mbrship Services Exp - Events 2,265 1,820 Total 6400 DAAR School Expense 750 750 750 750 750 750 750 750 Total 6500 Travel & Entertainment 1,560 3,651 3,817 2,317 2,316 3,617 4,317 2,316 3,616 2,317Page 7 of 37

Dulles Area Assoc. of Realtors Inc.Cash Flow SummaryDate: 10/31/2012

Actual Actual Budget Budget Budget Budget Budget Budget Budget BudgetSep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13 May-13 Jun-13

Total 6600 Operating Expenses 20,722 14,400 17,730 17,730 14,701 14,701 14,701 14,701 14,701 14,701 Total 6800 Professional Fees 5,089 5,896 5,407 5,407 5,407 5,407 5,407 5,407 5,407 5,407

Taxes 210 102Interest Expense

Total Cash for Expenses 66,277 61,043 63,905 63,975 59,125 60,426 62,077 59,376 60,426 59,377

Total Cash to/from Operations (40,464) (39,227) 18,244 4,038 (19,267) (38,270) (36,428) 70,654 49,353 30,920

Cash Balance at end of period 87,421 48,194 66,438 70,477 51,210 12,940 (23,488) 47,166 96,519 127,439

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DAAR New Members - Sept 19, 2012 thru November 14, 2012

9/19/2012 Transfer Mohinder SiSohi Renaud Consulting Vienna, VA NVAR9/19/2012 New Yunia Velasquez Long and Foster Leesburg, VA NVAR/20079/19/2012 Aff Richard Oulahan LegalShield Springfield VA9/19/2012 Aff Tammy Meyer ATG Title Fairfax, VA9/19/2012 Aff Charlene Jones George Mason Mortage Leesburg, VA9/19/2012 New Marcia Weekes Jerry Sardone Realty, LLC Sterling, VA n/a9/20/2012 New Heather Henderson Long and Foster Fairfax, VA n/a9/25/2012 New Claudia Reed Middleburg/Atoka Middleburg, VA n/a9/28/2012 Transfer Frances Kormann Keller Williams Reston, VA NVAR9/28/2012 New Janet Garbe Long and Foster Leesburg, VA n/a10/1/2012 Xfer David Wilson Weichert Leesburg NVAR10/1/2012 Xfer Sharon Wilson Fieldstone Purcellville NVAR10/3/2012 New John Elkins ReMax North Star Round Hill n/a10/3/2012 New Caylin Jones RE/MAX Premier Ashburn n/a10/4/2012 New Margo Sotet Keller Williams Reston n/a10/4/2012 Xfer Frank Kormann Keller Williams Reston NVAR10/9/2012 New Mary Pultz Long & Foster Ashburn n/a10/9/2012 Xfer Melissa Fones Keller Williams Leesburg NVAR10/9/2012 Xfer Scott Kirkland Tunell Realty Leesburg NVAR10/9/2012 New Michael Martinisko Coldwell Banker Leesburg n/a

10/12/2012 Secondary Herbert Lisjak C21 New Millenium Gainesville PWAR Prim10/12/2012 Xfer Lars Henriksen Long & Foster Leesburg NVAR10/15/2012 Rejoin Christopher Gabriella CC Sells Realty Ashburn DAAR10/15/2012 New Michael Elias, Sr. C21 Redwood Ashburn n/a10/17/2012 New DR Jacki Wallo Franklin Estates Sterling DAAR 10/19/2012 New Kumar Chockiah Ikon Realty Ashburn n/a10/22/2012 New Mark Garrell Keller Williams Leesburg n/a10/22/2012 New Nancy Mathis Brown-Carrera Leesburg n/a10/23/2012 New Geri Deane McEnearney Leesburg Atlanta10/31/2012 New Elizabeth Figlioli Keller Williams Chantilly n/a

11/2/2012 New Bridget Curtin Keller Williams Ashburn n/a11/5/2012 New Deborah Cea Long and Foster Ashburn n/a11/5/2012 New Doryne Stanley Long and Foster Fairfax n/a11/9/2012 New Erica Ball Realty Direct, LLC Ashburn GCAAR11/9/2012 New Michael Childers Long and Foster Leesburg n/a

11/12/2012 New Leila Sader Century 21 Redwood Ashburn n/a11/13/2012 New Lauren Riner Weichert Ashburn n/a

11/7/2012 AFF Chris Little Duct Doctor USA Ashburn11/12/2012 AFF Frank Polley NOVA Virtual Tours Reston11/14/2012 New Cyndi Anderson Long and Foster Leesburg n/a

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Executive Committee and CEO Report

November, 2012

Executive Committee: Awards – The Executive Committee reviewed the report of the Awards Committee. They recommend adoption of the changes to the Honor Society volume and points. They recommend adoption of the new production awards in concept, but have sent the report back to the committee for review of the following items:

1. Names for the Awards Category. Specifically eliminating “Million” from any award. They also ask that the term “Top Producer” be reconsidered, perhaps something like REALTOR® Elite, just some thoughts.

2. Definition of Team be clarified; must have been a team for 8 of the previous 12 months; team means all production is listed in MRIS under one name; etc.

3. That a Rookie of the Year be considered for anyone in the business less than 18 months. 4. Eliminate any “Lifetime” Awards. 5. Peer to Peer Award be named REALTORS® Choice in Excellence Award or something

comparable. 6. If the committee can come forward with some recommendations, and approved by the BOD,

even if it needs to be done on an email vote, we will implement at 2012 Award to be given in 2013.

7. Consider a luncheon Event. 8. Develop an application fee. Research data from other associations to use as a basis. 9. Regarding the Peer to Peer Award. REALTORS® should nominate someone you worked with

who influenced you or the transaction in a very positive way. The nominations will be sent out to the members and they will vote on the winner. Winner to be announced at the Awards event.

10. Any anything else they can think of. Hearing Panel Decision- The committee ratified the decision of a hearing panel, a copy, with no names is attached for your information. No action is required by the BOD. Lock Box Fees- The committee ratified an email vote to raise the annual key lease fee by $5 to $130. Our administrative fees to Sentrilock have increased, and we were just notified of a price increase in the cost of the lockboxes. Rather than pass these fees on with a price increase the Committee felt that an across the board increase of $5 would suffice. Resignation and Replacement- Due to the departure of Melissa MacKimm from the area, and her subsequent resignation, the Committee discussed a replacement. Tony has been asked to contact Dorothy Hall, RE/MAX Leaders if she would accept appointment. As of this writing I don’t have an

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answer, but if she is willing, the Executive Committee recommends Dorothy to fill Melissa’s position until the next election. Agency Work Group Report- The committee, with the understanding that VAR has opted not to form an Agency Work Group, recommends to the BOD that the report be accepted and that the recommendations offered be implemented. Staff Incentive Payment Plan- The committee recommends to the BOD the adoption of the attached incentive plan for staff. CEO Report: Membership – We continue to see an influx of new members as well as several, non-solicited, transfers. I am pleased to report that from a year ago we have a net increase of 30 REALTOR® members, a good sign that things are turning around in terms of membership numbers. As a little incentive to encourage members to pay their dues early, by November 15th, we offered members the opportunity to be entered into a raffle drawing if they paid early. That drawing was held, and Curtiss Brown of Patriot Properties was the lucky winner of free DAAR dues for the June 2013 installment. Governmental Affairs – We have been advised that Jay DeBoer, VP of Law and Policy at VAR will be leaving on December 31st. As you may know, we have had Jay to DAAR several times to discuss Agency and other matters with our Brokerage Community. Events – Staff is busy preparing for the Holiday Party and Installation. A reminder of all the important dates in the next two months is included on the agenda. Bradley Boland will be conducting the installation of Officers and Directors and all of our local Legislators have been invited. We will also be holding the Broker Basket Challenge at the Installation hoping to raise funds for our local shelter related charities. Staff Structure – I have made some changes to the staff structure. Those changes can be noted on the attached document. From the NAR Convention – This year’s convention proved quiet, there were no “hot” items on the agenda. Probably the biggest change will be a restructuring of the NAR Committee structure. We continue to wait for additional information on how this will all fall out. As a delegate representing DAAR, Tony voted on some NAR constitutional and bylaw changes, most of which were of little significance and primarily housekeeping in nature. I did come back with one tidbit of an idea which I am currently formulating and plan to present to the BOD in January. That involves the possibility of providing small loans to our members to enable them to take the fairly expensive designation programs offered by DAAR. Loans will be paid off within one year, either in installments or at the next commission check. Again, I will have a formal plan for you at the next meeting. Policy and Procedures Manual- Finally, after many years of desire, and finally establishing a firm goal to get it done within two years, I have developed a Policy and Procedures Manual for DAAR. I ask that you take it home and take the time to review the document. You will be asked to vote on its adoption at the January meeting.

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VAR Standard Forms – The VAR Board of Directors is considering making electronic VAR Forms available to the membership through “Instanet” as a member benefit. If this occurs it could take up to 9 months to implement throughout the state, but all VAR forms would be free to all members. Truly a significant member benefit. REALTOR® Emeritus – NAR recognized three new inductees as REALTOR® Emeritus from DAAR at the November BOD meeting. They are Betty Plashal, Charlie Dwyer, and Alton Echols Jr. We will recognize these individuals at Thursday's meeting. My Bragging Rights - Just for your information, I was invited by Purcellville Rotary and Ashburn Rotary to provide presentations to their clubs. Both visits went very well as I was finally able to provide them with very positive market statistics for the area. We gained a new affiliate member as a result of my visit, as well. I have also been invited to join the Ashburn Rotary, a matter which I will be discussing with the Executive Committee at a later date. Additionally, I have been recertified as an RCE (REALTOR® Association Certified Executive). I have to requalify every 6 years by demonstrating Professional Development, as well as speaking and writing, and Association involvement. Thank you for the opportunity to serve our members. Submitted by, Jeanette G. Newton, RCE CE0

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BOD

EXECUTIVE COMMITTEE

Chair- Beckwith Chair Elect- Sue

Past Chair- Tony

Chair of Public Policy

- Ray Rees

Chair of Finance - Scott Buzzelli

Chair of Member Services

- Shawn Milletary

Chair of Professional

Development - Jackie Lawlor

Personnel Committee - Beckwith

Nominating Committee

Governmental Affairs

Committee-

Communication and Technology Committee - Holly

Weatherwax

Finance Committee -Tony Arko

Events Committee -Rebecca Vittitow

RPAC Fundraising Committee -

Roy Jacobsen

Community Service

Committee -Margaret Halselth

Awards Committee - Tania Gonda

Grievance Committee -

Dwight Brooks

Education Committee

-Harry Yazbek

Professional Standards

Committee - Sandy Fletcher

Work Groups

and Task Forces

Facilities Committee - not active at this time

Director of Membership

and Legislative Services Christine

Windle

Chief Executive Officer- Jeanette Newton

Member Services Mgr.

Alison Latcheran

Director Of Professional

Services Allan Marteney

Office Mgr. Joyce Baker

Immediate Past Chair

-Tony Arko

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Report of the Agency Work Group, October 25, 2012

1. Make a recommendation to VAR as follows:

a. In the law, define specifically “Substantive”. Although this is not new language to the

COVa or the VREB Regulations, confusion became evident when certain interpretations

were made about the meaning of the term Substantive. Most members interpreted that

as when the relationship got more serious, containing substance, rather than the new

interpretation, “When an agent engages in any licensed activity”. Specifically, according

to the VREB Guidance Document, what is meant by the term, “Engages a Licensee”? Is

that when a phone call is received, there is eye to eye contact, a handshake, providing

information about a property, an actual showing? VREB leaves substantial liability on

the part of the agent when it states that it shall be in the “Judgment of the licensee

based upon a customer’s words and actions to make a determination if a brokerage

agreement is required.” The licensee’s judgment may be different than the judgment of

a panel at DPOR, hence, the liability.

i. Here is an example of a conflict. Mom engages a licensee to look at houses for

her son who is coming into town next week. She has no intention of buying a

home. The DPOR guidance document states that; “For example, showing a

house may be ministerial if the licensee takes the party to see what the typical

features are in a home in the market area or to gather information on the market or

area”. This action according to the guidance document does not require a

written brokerage agreement however, I have to use my lockbox key to show

her properties, clearly a “licensed activity”, so, is there a need for a disclosure,

and when? b. Disclosure of Agency, it is agreed, needs to take place “Prior to an agent engaging in any

licensed activity”. However DAAR believes that the signing of a brokerage agreement

should be done when the relationship gets more serious. For example, Disclosure of

Agency before we begin “dating” and Brokerage Agreement when we are talking

“engagement” with the actual offer/contract writing being the “marriage”.

i. As with the listing, the agent and the seller frequently have time to get to know

each other and feel comfortable with each other.

ii. Agents feel that they need that time to “get acquainted” with their prospective

client before requiring them to sign a Brokerage Agreement.

iii. DAAR believes that these should be two separate requirements, in some cases,

at different times.

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c. Members are incorrectly using the Unrepresented form. There needs to be increased

emphasis placed on the appropriate use of this form in all classes and information

disseminated by VAR .

2. The Work Group recommends that DAAR develop a “Best Practices” document based on a

variety of situations. For example: If you meet a prospect at an open house you should do the

following; If you get a phone call to meet a prospect at a home for sale, you should do the

following; etc. This may help give some clearer guidance to our members. I would suggest that

we postpone doing this until we have been advised of any changes VAR may be recommending.

Subject to: the Work Groups approval of this document, and review by the BOD, staff will follow

through by submitting the recommendations to VAR.

After the meeting, I contacted VAR about assuring a seat on the VAR Work Group for a DAAR

member. I was advised to contact the President of VAR about that, and that they are now not

sure if a Work Group will be appointed. I plan to contact President Trish Szego and will update

you when I have a firm answer.

Submitted by,

Jeanette G. Newton, RCE

Staff Liaison

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TO: Personnel Committee

FROM: Jeanette G. Newton, RCE, CEO

DATE: September 28, 2012

RE: Staff Incentive Proposal

At your request, I have put together the following proposal for Staff Financial Incentives. I would like to call this a starting point. There are few if any Association Incentive programs for me to model, so I am open to your suggestions.

I propose that the cumulative staff receive 20% of all net profits over a balanced budget on a semi-annual basis. If our net profits at the end of 6 months are say $30,000, 20% of that or $6,000 would be given to the staff, as an example. For the second half of the year, the net profit from the first six months would be subtracted from the final amount for the calculation.

Bonuses will be distributed in the following percentages in January and August: Christine Windle – 25% Allan Marteney – 25% Jeanette Newton – 20% Alison Latcheran – 15% Joyce Baker – 15% I submit this for your consideration.

Page 16 of 37

GOVERNMENTAL AFFAIRS MEMORANDUM

TO: DAVID HARBOUR, VICE CHAIR, PUBLIC POLICY

FROM: CHRISTINE WINDLE, DIRECTOR, MEMBER AND LEGISLATIVE SERVICES

SUBJECT: UPDATE ON LEGSIATLIVE AFFAIRS, RPAC AND COMMUNICATIONS COMMITTEE

DATE: NOVEMBER 13, 2012

GOVERNMENT & POLITICAL AFFAIR COMMITTEE UPDATE

STATE/FEDERAL LEGISLATIVE ISSUES

DAAR 2013 LEGISLATIVE PRIORITIES In preparation for the 2013 General Assembly, DAAR submitted 2013 legislative priorities to VAR for consideration into their legislative program. As a result, the following DAAR issues will be considered by VAR’s Board of Directors: Regulation of Alternative On-Site Septic Systems/Bonding/Lien Requirements, First Time Homebuyer Savings Accounts and Proffer Reform. Other issues on the VAR legislative docket include technical corrections related to the new agency law; POA/COA changes to facilitate financing eligibility with respect to owner-occupied condos; meth lab disclosure; liability protection for licenses for including erroneous public tax record information in MLS; and VREB instructor qualification improvements. In preparation for session, the Government Affairs Committee will meet with Delegate Randy Minchew (10) and Delegate Tag Greason (32) in December. CALL TO ACTION FROM NAR: EXTEND MORTGAGE CANCELLATION TAX RELIEF The National Association of REALTORS® is requesting that all members participate in a call to action to extend the Mortgage Forgiveness Tax Relief which expires at the end of the year. Without action before the end of the year, millions of families who hold distressed properties could face a hefty tax bill for trying to modify their mortgage or to seek a short sale through their lender. This is because the amount of debt forgiven by the lender would be considered “phantom income” to the borrower even though they never receive any payment from the lender. NAR believes that no taxpayer should be forced to pay tax on money they’ve already lost with cash they never received. To participate visit http://tinyurl.com/DAARCTA

LOCAL LEGISLATIVE ISSUES

LOUDOUN COUNTY HOMEBUYER EDUCATION RESOURCE PORTAL Put together by a work group appointed by the Loudoun County Board of Supervisors and led by DAAR, Loudoun County staff recently unveiled a web-based portal for potential homebuyers to easily access information on how a property may be impacted by environmental regulations, transportation projects, future development and zoning rules. Almost all of this information is readily available on-line, but the County is looking for a way to direct homebuyers to it and assist them once they get there. The resource, www.loudoun.gov/homebuyer was approved by the LCBOS in October and is expected to be formally unveiled by the end of 2012. CHESAPEAKE BAY TMDL/WIP The Chesapeake Bay Total Maximum Daily Load (TMDL) is a "pollution diet" established in December 2010 by the Environmental Protection Agency (EPA) that is intended to limit the amount of phosphorus, nitrogen, and sediment entering the Bay from its watershed. Each state with waters draining into the Bay is required to submit a Watershed Implementation Plan which proposes how these pollution reduction goals will be met. As part of the Phase II WIP, Virginia has asked all Bay jurisdictions, including Loudoun County, to develop scenarios and strategies that will help the state meet its required reduction goals. As part of that effort, DAAR was asked to participate in a committee tasked with provided input on scenarios developed by a third technical advisory committee appointed this year. Christine Windle, DAAR Staff, serves on that group. DAAR participated also participated in the first two stakeholder groups, via Edna Cross and Beckwith Bolle, dealing with this issue over the past several years. For more information on this issue, visit www.loudoun.gov/wip

SPECIAL PROJECTS/EVENTS HOUSING MARKET STATISTICS The DAAR Housing Market Statistics program is focused on providing critical information to the public and local officials on the local real estate market. MRIS’ RBI Intelligence has been under contract since July to provide a local analysis of existing home sales which are highlighted and distributed via DAAR’s website, Facebook page and local media. According to the latest October 2012 report, the Loudoun County real estate market saw significant gains in nearly all key indicators in the month of October. The number of ratified contracts was up 31.3 percent over October 2011, while new contracts were up 23.1 Page 17 of 37

http://tinyurl.com/DAARCTA

http://www.loudoun.gov/wip

percent and the median sale price gained 5.0 percent over last October’s level. The median days on market for closed sales in October was 25 days, 20 days lower than the 45 in October 2011 and 10 days less than the ten-year October average. LUNCH MATTERS/PUBLIC POLICY/HOUSING TRENDS FORUMS In an effort to raise awareness about issues, programs and activities of interest to the real estate industry, several Lunch Matters, Public Policy and Housing Trends Forums are scheduled throughout the year. While Lunch Matters classes focus primarily on existing programs and areas of interest, Public Policy Forums are geared toward highlighting upcoming changes to legislation and regulation impacting real estate. These complimentary events also provide an opportunity for DAAR to showcase education offerings, programs, events and the benefits of RPAC. In 2012-13, the following topics have or will be presented over the next few months:

Event Date Sponsor Registered

LM – Homeownership Opportunity Programs

6/6 Dr. Will Sonak, Sonak Chiropractic 34

PPF – REALTOR® Town Hall with Congressman Frank Wolf

8/9 Gary Cain, George Mason Mortgage Jessica Danner, Farm Credit Country Mortgages

35

LM – Protect Yourself from RE and Bank Fraud

9/5 Laurie Carriger, Continental Mortgage Jerry Hudson, RS1

40

LM – Back to Basics Marketing 10/3 Sarah Johnson, Dominion Title 25

LM – LC On-Line Mapping for RE

12/5 Laurie Carriger, Continental Mortgage

LM – Health Care Reform Impact on REALTORS®

1/9

LM – Zoning 101 2/6

Housing Policy Trends Forum 2/12 Financial Reform and Housing

RPAC FUNDRAISING COMMITTEE

RPAC FUNDRAISING CAMPAIGN In 2012, DAAR has raised 73% ($13,591.33) of its fair share goal of $18,620 and 20% (195) of DAAR members participated in RPAC. In an effort to boost fundraising efforts for the 2013 DAAR RPAC Campaign, the committee is putting together an RPAC fundraising plan to include including an RPAC component to DAAR networking events; 100% participation for board and committee members; RPAC basket for silent auction at Holiday Party; bowling tournament and major donor call campaign.

COMMUNICATIONS and TECHNOLOGY COMMITTEE COMMUNICATION VEHICLES

DULLES EXPRESS In an effort to provide the latest news, events and information, a weekly electronic update has been forwarded to members every Monday morning in lieu of a monthly newsletter.

BROKER SOURCE Every Friday brokers and key office contacts receive information and promotional material on education offerings, events and hot-topic news via email in an effort to provide timely resources to distribute at weekly sales meetings.

DAAR WEBSITE Over the past year (9/1/11-9/1/12) the website has attracted 27,568 visits and has had over 61,213 page views. Ad space has sold and is marketed through our affiliate program.

DAAR’s FACEBOOK Page – The DAAR Facebook Page, launched on February 2, 2011, now has 341 “likes” and continues to receive favorable impressions on news posts.

MRIS NEWS/DAAR PORTAL–Staff posts to the MRIS news portal in an effort to raise awareness about DAAR’s activities and programs.

EVENT/EDUCATION PROMOTION HANDOUTS Handouts for events and educational offerings are created for members to pick-up in the office and for distribution via the Broker Source, events and website download.

Page 18 of 37

LOCAL MEDIA PARTNERS In August 2009, DAAR entered into a partnership with the Loudoun Times Mirror to produce a weekly column for inclusion in their Home section. The column, written by a group of DAAR members and staff, helps to promote DAAR community/charity related activities and provides real estate information to consumers and the public. DAAR continues to look for writers to contribute to the column.

Page 19 of 37

MEMBERSHIP SERVICES REPORT TO THE BOARD OF DIRECTORS

TO: SHAWN MILLETARY – CHAIR MEMBERSHIP SERVICES FROM: ALISON LATCHERAN- DAAR MEMBER SERVICES SUBJECT: MEMBERSHIP UPDATE DATE: NOVEMBER 15, 2012

MEMBERSHIP

The first dues renewal installment for 2013 has been billed to the primary members. The incentive promotion offers each member who pays their dues before November 15, 2012 the chance to win free dues on their next 2013 installment, worth $355. The winner will be chosen from a drawing on November 16th and recognized in the newsletter and on the website. All affiliate members and Sentrilock subscriptions holders were billed for their annual renewal. As of November 13, 2012 renewal payments received and unpaid are: Billed Unpaid Paid Affiliates 99 90 9 Brokers 92 81 11 Realtors 858 697 161 The next new member orientation course will be held on November 26th. There are 40 new members that still need to meet this requirement. 26 are currently registered. Tammy Meyer of ATG Title, one of our new affiliate members has agreed to sponsor the lunch for the event.

AFFILIATE MEMBERS

The 2013 Affiliate sponsorship opportunities were presented again at the Affiliate Town Hall held on November 6th. Currently, affiliate members have committed to $3,950 of sponsorship opportunities from the 2013 DAAR Affiliate Sponsorship Menu. The new 2013 Affiliate Partnership Program that offers Premium and Preferred partnership plans has been well received. Two $3,500 Premium Partnerships have been sold and one is pending approval. The Event Premium Partnership is still available. Five of the $1,500 Preferred Partnerships have been sold and five are still available.

Page 20 of 37

2013 DAAR Premium Partners are: Vesta Settlements, RGS Title and Everbank Mortgage (pending) 2013 DAAR Preferred Partners are: Access National (purchased 2 partnerships), Kirney Lending Team of George Mason Mortgage, Tah-Da Staging and Suntrust Mortgage. The Partnership Program promotional brochure is attached for your review.

EVENTS COMMITTEE The Events Committee’s Fall Wine Tasting Party held on October 11, 2012 was a wonderful success. Over 60 members and affiliate sponsors attended the event at Dry Mill Vineyards in Leesburg. Hors d'oeuvres were catered by Jason Bursey of the Parallel Wine Bistro. Music provided by Gary Smallwood. Charlene Jones of George Mason was the event sponsor for the evening. This year, Charlene has also generously agreed to sponsor the Broker Breakfast and the upcoming Holiday Party. Plans are in place for the DAAR Holiday Party and Installation on December 13th to be held at the DAAR office again this year. Willowsford, LLC will be donating the wine for the event. They have their own company wine label that is sold to them from Tarara Winery in Leesburg. Dates for DAAR’s major events in 2013 have been scheduled. New events for 2013 include a Super Bowl Party and a First Friday in Leesburg outing.

COMMUNITY SERVICE

The Community Service Committee’s Gift Basket Silent Auction, also known as the Broker Basket Competition, is in full swing and will be held at the Holiday Party in December. The broker’s or affiliate’s office who donates the basket that brings the highest bid will be recognized in the DAAR newsletter, website and Facebook page. To date, ten offices have committed to donate baskets. Promo flyer attached. The charitable proceeds will be distributed between Loudoun Families for Children, Loudoun Aftercare, and Hope Village. These local charities were chosen out of the many DAAR has supported because they receive the least additional funding and mostly depend on donations. The Community Service committee thanks Margaret Halseth for volunteering to be the 2013 committee chair. The goal is to increase the committee participation and raise contributions for local shelter based charities.

DAAR’s 50th ANNIVERSARY COMMITTEE

The DAAR’s 50th Anniversary Family Picnic was held September 29th. A great time and great food were enjoyed by all. The weather could not have been better for the day. The best part of the picnic was holding the event at Edna Cross’ beautiful home and farm. This year’s celebration in honor of the 50 years of service to DAAR members will be memorable to all who worked to make it happen, our current members who attended and our past members who joined in the celebration. As our anniversary year comes to end, we will be recognizing Gwen Pangle the committee chair, Edna Cross and the anniversary committee during the Holiday Party.

Page 21 of 37

2012 Monthly Membership Totals2012 1/1/2012 2/1/2012 3/1/2012 4/1/2012 5/1/2012 6/1/2012 7/1/2012 8/1/2012 9/1/2012 10/1/2012 11/1/2012

Prim Aff 61 64 71 84 91 98 99 100 102 106 106Comp Aff 3 3 3 3 3 3 3 3 3 3 3DR 88 94 95 95 96 97 88 94 96 96 97DR Pend 0 0 0 0 0 0 0 0 0 0 0REALTOR 716 755 769 809 810 813 757 785 785 817 824DR Emeritus 1 1 1 1 1 1 1 1 1 1 1REALTOR Emeritus 8 8 8 8 9 10 10 10 10 10 10R pending 21 35 46 20 29 32 22 37 47 28 34Sec DR 34 36 37 37 37 40 30 35 36 36 37Sec Realtor 20 20 21 22 20 18 12 11 11 12 10TOTAL AFF 64 67 74 87 94 101 102 103 105 109 109TOTAL SECONDARY REALTORS 54 56 58 59 57 58 42 46 47 48 47TOTAL PRIMARY REALTORS 834 893 918 933 945 953 878 927 939 952 966TOTAL 952 1016 1050 1079 1096 1112 1022 1076 1091 1109 1122New Agents Last Month Primary 7 13 12 12 10 13 7 20 10 15 12New Agents Last Month Secondary 0 2 2 1 0 3 0 3 1 0 1New Agents Last Month Transferring to Primary from another Assoc or Status 2 2 1 2 0 1 2 2 1 2 6New Affiliate Members 1 0 4 4 5 3 3 1 2 4 0Membership Terminations 14 2 2 2 5 7 15 6 4 4 6

2011 Monthly Membership Totals2011 1/1/2011 2/1/2011 3/1/2011 4/1/2011 5/1/2011 6/1/2011 7/1/2011 8/1/2011 9/1/2011 10/1/2011 11/1/2011

Prim Aff 86 100 106 115 117 116 120 121 126 128 130Comp Aff 3 4 4 3 3 3 3 3 4 4 4DR 92 85 89 101 100 99 89 95 97 99 100DR Pend 2 2 4 2 2 2 0 0 0 0 0REALTOR 801 716 751 745 750 764 683 717 744 789 800REALTOR Emeritus 8 8 8 8 6 6 6 6 5 5 5R pending 24 20 16 24 32 19 31 24 25 19 31Sec DR 46 48 48 49 49 49 28 28 29 29 31Sec Realtor 34 36 42 31 30 31 15 15 15 15 22TOTAL AFF 89 104 110 118 120 119 123 124 130 132 134TOTAL SECONDARY REALTORS 80 84 90 80 79 80 43 43 44 44 53TOTAL PRIMARY REALTORS 927 831 868 880 890 890 809 842 871 912 936TOTAL 1096 1019 1068 1078 1089 1089 975 1009 1045 1088 1123New Agents Last Month Primary 7 10 37 14 15 7 19 7 6 11 11New Agents Last Month Secondary 2 0 6 2 0 2 2 0 0 1 1New Agents Last Month Transferring to Primary from another Assoc or Status 5 4 2 2 1 1 1 22 25 17New Affiliate Members 15 6 6 12 3 2 4 2 5 2 2Membership Terminations 5 7 31 0 6 1 0

Page 22 of 37

jnewton

Typewritten Text

THE ROAD TO PARTNERSHIP BEGINS HERE….

To be successful, your business needs marketing approaches

that work to position you as a leader in the local real estate

marketplace. For years, businesses have formed valuable rela‐

tionships and strengthened their position in the real estate industry by taking advan‐

tage of opportunities to sponsor DAAR’s programs and events.

The new Affiliate Partnership Program is a combined membership/sponsorship plan

that provides an all‐inclusive option created to enhance your company’s membership

benefits and participation with DAAR. The results‐driven components of our pro‐

gram are designed to provide maximum return on investment in an effort to take

your business down the road to success.

Included are details about DAAR’s Premier and Preferred

partnerships. These opportunities are available on a first‐

come, first‐served basis, so act NOW to secure an oppor‐

tunity that helps build the partnerships you need to make

your business succeed.

2013 AFFILIATE

PARTNERSHIP PROGRAM

Page 25 of 37

DAAR’s 2013 AFFILIATE PARTNERSHIP PROGRAM LEVELS

Education Partners:

***Premier Partner: Investment per company $3,500 (one available)

Opportunity to be the exclusive event sponsor of DAAR’s popular Education Day and Mini Expo. As the event sponsor you will be on promotional ma‐

terials, website, opportunity to display materials on double‐sized table, recognized at event as the Education Day sponsor, provide opening remarks at

Education Day, network with REALTORS® at the event, included on event signage, distribution of materials on each seat.

Your logo on DAAR’s homepage for the year. It’s visited by hundreds of REALTOR® members monthly!

The opportunity to display a movie‐sized poster for framing which hangs in the classroom for one year. Frame supplied by DAAR.

Annual memberships for 1‐5 of your staff that includes a listing for each in the Affiliate Directory on the DAAR website, a subscription to our weekly

publication, “The DAAR Express”, free admission to many of our events, immediate information on real estate industry news, access to all new and

upcoming association events, plus much more.

**Preferred Partner: Investment per company $1,500 (five available )

Mini Expo Sponsorship: Listed in all marketing materials, opportunity to display materials on a 5 x 2 table, network with attendees while they attend

class, and collect business cards for your door prize drawing.




upcoming association opportunities, plus much more.

Event Partners:


Be the exclusive event sponsor of DAAR’s Super Bowl Party in the winter and our annual Wine Tasting Party in the fall. As the event sponsor you will

be recognized as the event sponsor, network with REALTORS® at the event and included on event signage, promotional materials and the website.

Your logo on DAAR’s homepage for the year. It’s visited by hundreds of REALTOR® members monthly!

Host your own networking event and DAAR will invite and promote the event to all it’s REALTOR® members.



upcoming association events, plus much more.

**Preferred Partner: Investment per company $1,500 (five available)

Opportunity to be a food/beverage sponsor of DAAR’s Super Bowl Party in the winter and our annual Wine Tasting Party in the fall. As a sponsor you

will be recognized at the event, network with REALTORS® at the event and included on event signage, promotional materials and the website.

Host your own networking event and DAAR will invite and promote the event to all it’s REALTOR® members.



upcoming association opportunities, plus much more.

All Partners will be recognized by company logo on signage at all DAAR events!

Page 26 of 37

DAAR’s 2013 AFFILIATE PARTNERSHIP PROGRAM

*** Economic Summit Premier Partner: Investment per company $3,500 (one available)

Opportunity to be the exclusive event sponsor of DAAR’s most valued annual event, our Economic Summit . As the event sponsor, provide opening remarks at the Summit, network with REALTORS® at

the event, five complimentary registrations and breakfast, included on event signage, distribution of materials on each seat .

Your logo on DAAR’s homepage and DAAR TV for the year. It’s visited by hundreds of REALTOR® members monthly!


Annual memberships for 1‐3 of your staff that includes a listing for each in the Affiliate Directory on the DAAR website, a subscription to our weekly publication, “The DAAR Express”, free admis‐

sion to many of our events, immediate information on real estate industry news, access to all new and upcoming association events, plus much more.

To be a Mini Expo Sponsor at DAAR’s Education Day, Listed in all marketing materials, opportunity to display materials on a 5 x 2 table, network with attendees, recognition for door prize contri‐

bution.

Invitations for 2 staff members to our annual Holiday Party and Officer Installation to be held in December.

All Partners will be recognized by company logo on signage at all DAAR events!


CONTACT INFORMATION

Premier Partner Company___________________________________________________________________

1. Name_______________________ Cell Phone_________________________ Email____________________________





Page 27 of 37

CONTACT INFORMATION

Premier Partner Company___________________________________________________________________






Preferred Partner Company___________________________________________________________________




DAAR AFFILIATE PARTNERSHIP OPPORTUNITY SELECTION FORM

Ready to begin raising awareness about your business within the real estate industry?

To secure an opportunity that will make you stand out, complete the worksheet below indicating your DAAR Affiliate

Partner selection. Fax this form to Alison Latcheran, DAAR’s Membership Services Manager, 703/771‐9787. Selec‐

tions will be confirmed on the day of receipt.

These opportunities are open to DAAR Affiliate members and are considered on a first‐come, first‐served basis.

This form confirms that the business listed has expressed interest in the sponsorships listed.

Once DAAR has confirmed your selections, an invoice will be issued.

Partnership Investment can be billed on a quarterly basis

DAAR AFFILIATE PARTNER OPPORTUNITY SELECTIONS Education Partners


**Preferred Partner: Investment per company $1,500 (five available )

Event Partners


**Preferred Partner: Investment per company $1,500 (five available)

For more information, contact Alison Latcheran, Manager, Member Services, DAAR, 21720 Red Rum

Drive, #177, Ashburn, VA, 703/777‐2468 or email [email protected]

Page 28 of 37

Dulles Area Association of REALTORS®

AFFILIATE MEMBER BENEFITS

The Dulles Area Association of REALTORS® is pleased to offer area businesses the opportunity to join the association as

an Affiliate Member. Affiliate membership opens the doors to an array of membership programs and services and a va‐

riety of marketing and networking opportunities that will put your businesses closer to the people who use your prod‐

ucts and services. Benefits of membership include:

NETWORKING Attend Free Lunch Matters and Public Policy Forums: Learn about important issues with REALTORS® and Affiliates.

Sponsor DAAR Events and Classes: Get out in front and network with the REALTOR® community. Volunteer: Join one of the many committees that are the backbone of the Association and build long‐term relation‐

ships.

EXPOSURE Company Name on Association Website (www.dullesarea.com): Your company name, website and phone number

will be listed on the Affiliate page. Sponsorship Opportunities: Sponsor and participate in several prominent events during the year including the Eco‐

nomic Summit and Annual Meeting, Education Day and Officer Installation/Holiday Party.

Speaking Opportunities: Sponsor a REALTOR® education class, lunch and learn or public policy forum and have the

chance to speak briefly about your company.

Affiliate of the Month: Each month an affiliate who has participated in the sponsorship program will be highlighted

on the DAAR website, monthly newsletter and Facebook page.

Advertising: The Association produces a monthly electronic newsletter (DAAR Matters) that is emailed to 1,200

members and weekly newsletter (DAAR Broker Source) emailed to over 150 brokers and key office contacts. Other

opportunities include purchasing an ad on the DAAR website, poster in our main classroom or board room plaque.

Affiliate Corner and DAAR Column in Loudoun Times Mirror: Offered on a first – come first serve basis, affiliates

can write an article for DAAR Monthly Matters on an issue of interest to the real estate industry and based on their

area of expertise. The article will also be published on the DAAR website and column in the Loudoun Times

Mirror.

REALTOR® Business Benefits Program: Provide DAAR members with benefits including discounts for products and

services.

Affiliate Sponsorship Opportunity Program: Various levels of sponsorship providing an elevated level of exposure via

association events and advertising. Sponsors are spotlighted as a featured affiliate on DAAR’s Facebook Page and

website throughout the year.

ADDITIONAL BENEFITS Legislative Advocacy: Watching out for the real estate industry's interests at the local, state and national level. Association Representation: Affiliate member elected to serve on DAAR Board of Directors for a two year term Membership Directory: Includes the names, offices and addresses of over 1,000 DAAR REALTOR® members (upon

request). Lockbox Access: Certain Affiliate members have an opportunity to purchase a CBS access SentriCard based on

demonstrated need. Page 29 of 37

http://www.dullesarea.com

DAAR HOLIDAY PARTY & INSTALLATION DECEMBER 13, 2012

4:00 - 7:00 PM

WE CHALLENGE YOUR OFFICE TO PUT TOGETHER A BASKET THAT WE CAN OFFER FOR SALE IN THE SILENT AUCTION

IF YOUR BASKET GENERATES THE MOST INCOME YOU’LL EARN SPECIAL RECOGNITION FOR YOUR OFFICE!

100% OF PROCEEDS BENEFIT LOCAL SHELTER-RELATED CHARITIES:

THIS YEAR’S RECIPIENTS WILL BE: Hope Village, Loudoun After Care, and Loudoun Families for Children

Let your creativity flow!!!

Decide on a theme: gourmet cook’s basket, bird-lovers basket, gardener’s basket, new homeowner’s kit in a mailbox, dog lover’s kit in a doggies bowl or bed, chocolate lover’s

basket, horse lover’s basket, realtor’s emergency kit, the sky’s the limit !

If collecting the fillin’s sounds like too much work, we have affiliates who specialize in gift baskets. Let them take care of the details. Then all you need to do is decide on your

budget and they will make it happen for you.

Have fun with it! Let your imagination run wild!! Don’t hesitate to contact us for more suggestions and resources.

Just let us know that you are up for the challenge by November 30th !

The holidays will be here before you know it. Please contact Alison Latcheran at the DAAR office, 703-777-2468 or [email protected]

.

When you’re done, be sure to label your entry with your office name, include a detailed list of its’ contents and the approximate total value.

You can drop your basket off at DAAR starting Monday, December 10!!

GOOD LUCK and Thank You in advance for your participation. We need your help ~ so many are in need!!!

GIFT BASKET CHALLENGE Silent Auction

Hosted by the DAAR Community Service Committee

Page 30 of 37

PROFESSIONAL STANDARDS & EDUCATION MEMORANDUM

TO: VICE CHAIR, PROFESSIONAL STANDARDS, AND EDUCATION

FROM: ALLAN MARTENEY, DIRECTOR, PROFESSIONAL SERVICES

SUBJECT: UPDATE ON GRIEVANCE, PROFESSIONAL STANDARDS & EDUCATION

DATE: November 12, 2012

GRIEVANCE & PROFESSIONAL STANDARDS

The Grievance Committee has heard 2 more complaints since the last report in September

and as last reported the committee will continue to meet on a monthly basis to review any

cases that have been filed.

Professional Standards has 1 Hearing scheduled for December.

Currently we only have 2 remaining active cases however based on inquiries and requests

for paperwork we are expecting 2 more Ethics complaints and 1 Arbitration matter to be

filed by the end of November.

We held an Ethics Hearing on September 13, 2012 and the panel found the Respondent

not in violation of any misconduct and are awaiting the Board of Directors to affirm the

findings of the panel.

EDUCATION COMMITTEE

Principles of Real Estate

Our Principles of Real Estate course for the fall has just ended and we had 16 students

complete the course. Our next Principles class will begin in January and we will continue

to offer brokers a discount coupon in the amount of $50.00 to assist with their recruiting

efforts. The idea is that the broker will advertise for new agents and offer a discount

coupon to all who stop by to visit the broker who wish to sign up for the principles course

at DAAR.

DAAR on the Road

We scheduled continuing education classes in Purcellville for the month of November at

“The Train Station”. We offered 8 hours of Elective Topics on November 8th

and

depending on topic had between 18 and 27 attendees in class. On November 14th

we will

be holding the 8 hours of mandatory topic classes in Purcellville and have 45

registrations.

We have also scheduled classes in Purcellville in the spring and fall of 2013 in

Purcellville.

New Member Orientation

Page 31 of 37

Our next New Member Orientation will be held on November 26th

and currently we have

24 registered for the class.

Continuing Education

We have several new CE/PL class offerings in the approval process by VREB and

approvals are expected soon. The new topics include: Home Staging, Understanding

Your Credit Score, Internet Advertising Guidelines, Contracts and the BPOR designation

course.

Our on-line school must submit for re-approval all of the courses offered by RECampus

and Allan is working on the paperwork which is expected to be completed by the end of

the year.

Quadrennial Ethics

A notice via e-mail was sent to all DAAR members who NAR have on their list that have

not satisfied the Quadrennial Ethics requirement. The e-mail outlined all the options the

member has available to them to satisfy the requirement. The current cycle ends this year

and all members need to have their completion reported by December 31, 2012 or be

subject to suspension of membership. Allan is working to make sure all our members are

reported by the end of the year. Currently we have a list of approximately 125 who need

to be reported.

Action Items:

Request BOD affirmation of Hearing held on September 13, 2012

END

Page 32 of 37

dullesarea.com

of REALTORS The Association of Choice for Real Estate Professionals-

703.777.2468 ( 703.771.9787

21720 Red Rum Drive · Suite 177 Ashburn, VA 20147

DECISION OF THE ETHICS HEARING PANEL OF THE PROFESSIONAL STANDARDS COMMITTEE

In The Matter Of:

Tracy Wenger, (Complainant) v. Jack Lawlor (Respondent)

Filed: September 13, 2012

A duly convened panel of the Professional Standards committee has made the following findings in reviewing the complaint of Tracy Wenger.

Findings of Fact: The basis for our decision is the conclusion of the Hearing Panel as to the following facts:

Tracy Wenger of Avery Hess Realtors submitted an offer on behalf of her client, Mr. William McPike, on Monday May 14, 2012 to Jack Lawlor of Jack Lawlor Realty on a property listed by Lawlor located at 42, White Oak Drive, Sterling, VA.

The offer contained a contingency requesting the seller respond to the offer by 5pm on Wednesday May 16, 2012.

Ms. Wenger asked if any other offers were on the property and Mr. Lawlor responded that there was a possibility of another offer coming in.

On Wednesday May 16, 2012 Ms. Wenger contacted Mr. Lawlor asking the status on her offer and Mr. Lawlor stated that he was unable to reach the seller and as soon as he could he would present the offer. Ms. Wenger asked Mr. Lawlor if any other offers had come in and Mr. Lawlor stated that he had not received any further offers.

On Friday May 18,2012 Ms. Wenger tried to contact Mr. Lawlor and was unable to reach him so Ms. Wenger contact Mr. Lawlor's daughter, Jackie Lawlor, a licensed real estate agent in Mr. Lawlor's office to ask her to help reach her father.

Jackie Lawlor Informed Ms. Wenger that Mr. Lawlor's wife had a heart attack and that is why she probably could not reach him

Friday May 18, 2012 in the evening Mr. Lawlor contacted Ms. Wenger by e-mail stating that he still was unable to reach the seller.

REALTOR• Is a reg1stered collective trademark wh1ch may be used only by real estate professtona s who are members of the NATIONAL ASSOCATION OF REALTORS• and subscnbe to 1ts strict Code of Eth1cs m.-®

dullesarea.com

Dulles Area Association of REALTORS

The Association of Choice for Real Estate Professionals-

703.777.2468 703.771.9787

21720 Red Rum Dri ve Suire 177 Ashburn, VA 20147

On Saturday evening May 19,2012 Ms. Wenger was called by Mr. Lawlor and informed that he finally was able to reach the seller and they have accepted another offer on their property.

Ms. Wenger stated that she did not know there were other offers on the property even though she had asked Mr. Lawlor.

On Saturday evening May 19, 2012 Mr. Lawlor offered Ms. Wenger the opportunity to submit her offer back with an escalation clause and he would present it to the sellers.

Ms. Wenger submitted a revised offer with a higher price and increased earnest money deposit.

Ms. Wenger learned on Sunday May 20,2012 from her buyers that an agent by the name of Chuck La Rock had sent her buyers an e-mail stating that he had put in an offer on the same property on behalf of some clients and did not get the property and hoped that they got the property.

Ms. Wenger questioned why Jack Lawlor would give this information out to Mr. LaRock.

On Monday May 21,2012 Mr. Lawlor informed Ms. Wenger that the offer was rejected by the sellers.

At the Hearing Mr. Lawlor stated that the seller was out of the country and did not return until Saturday evening and he presented all the offers by telephone as soon as he was able to reach the seller that Saturday.

Mr. Lawlor also denied giving out any information to Chuck LaRock and the e-mail produced at the Hearing from Mr. LaRock to Mr. McPike, Ms. Wenger's client, did not state that he obtained the information from Mr. Lawlor.

Mr. Lawlor further stated that the other offers materialized on Thursday May 17, 2012, the day after Ms. Wenger had made the inquiry on May 16, 2012 and that he had no obligation under the code of ethics to re-contact Ms. Wenger to inform her that subsequent offers had been received.

Mr. Lawlor presented a signed statement from the Seller, Michael Cherok, stating that before his trip out of the country he had spoken with a Mr. Beausoleil, the buyer who purchased another lot from him a year ago and that Mr. Beausoleil was interested in buying the lot currently for sale from Mr. Cherok.

Mr. Cherok informed Mr. Lawlor of his conversation with Mr. Beausoleil before his departure on his trip and directed Mr. Lawlor to write up the offer if Mr. Beausoleil desired to purchase the property.

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Mr. Lawlor was contacted by Mr. Beausoleil and Mr. Lawlor wrote up the offer as directed and presented it along with the others on Saturday.

Mr. Cherok also stated in his letter that during most of his trip he had limited/restricted communications available and could not be reached.

Mr.Cherok further stated that he ultimately chose Mr. Beausoleil's offer because it worked best for him even though the price was lower than the other offers.

At the Hearing Ms. Wenger brought her buyer, Mr. William McPike, as a witness who testified that he had previous contact with Mr. LaRock and had worked with him before working with Ms. Wenger.

Mr. McPike stated that during a conversation with Mr. LaRock he may have told him that he was going to place an offer on Lot 42 through Ms. Wenger.

I. Conclusion of the Hearing Panel: We, the members of the Hearing Panel in the above-stated case, find the Respondent, Jack Lawlor, NOT in Violation of Article 1 of the Realtor® Code of Ethics.

II. Recommendation for Disciplinary Action: We recommend to the Board of Directors the following action(s): NONE

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21720 Red Rum Drive Suire 177 Ashburn, VA 20147

DECISION OF THE ETHICS HEARING PANEL OF THE PROFESSIONAL STANDARDS COMMITTEE

In The Matter Of:

Tracy Wenger, (Complainant) v. Jack Lawlor (Respondent)

The decision, findings of fact, and recommendation(s) preceding were rendered by an ethics Hearing Panel comprising the following members whose signatures are affixed below. The hearing took place on (Date)

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Notice: This decision is not final and is subject to certain rights of both the Complainant and the Respondent.

Complainant's Rights: Within twenty (20) days of transmittal of this notification, the complainant may request a rehearing by the original Hearing Panel solely on the grounds of newly discovered material evidence which the complainant, in the exercise of reasonable diligence, could not have discovered and produced at the original hearing. This request shall be directed to the Hearing Panel and the Hearing Panel shall consider the request, which shall include (1) a summary of the new evidence and (2) a statement of what the new evidence is intended to show and how it might affect the Hearing Panel's decision. If no rehearing is requested, or within ten (10) days after denial of a petition for rehearing, the Complainant may, within twenty (20) days of transmittal of this notification, file an appeal with the President for a hearing before the Directors based only upon an allegation of procedural deficiencies or other lack of procedural due process that may have deprived the complainant of a fair hearing. A transcript or summary of the hearing shall be presented to the Directors by the Chairperson of the Hearing Panel, and the parties and their counsel may be heard to correct the summary or the transcript. No new evidence will be received (except such new evidence as may bear upon a claim of deprivation of due process), and the appeal will be decided on the transcript or summary.

Respondent's Rights: Within twenty (20) days of transmittal ofthis notification, the respondent may request a rehearing by the original Hearing Panel solely on the grounds of newly discovered material evidence which the respondent, in the exercise of reasonable diligence, could not have discovered and produced at the original hearing. This request shall be directed to the Hearing Panel and the Hearing Panel shall consider the request, which shall include (1) a summary of the new evidence and (2) a statement of what the new evidence is intended to show and how it might affect the Hearing Panel's decision. If no rehearing is requested, or within ten (10) days after denial of a petition for rehearing, the respondent may, within twenty (20) days of transmittal of this notification, file an appeal with the President for a hearing before the Directors challenging the decision and/or recommendation for discipline. A transcript or summary of the hearing shall be presented to the Directors by the Chairperson of the Hearing Panel, and the parties and their counsel may be heard to correct the summary or transcript. No new evidence will be received (except such new evidence as may bear upon a claim of deprivation of due process), and the appeal will be decided on the transcript or summary.

Final Action by Directors: both the complainant and respondent will be notified upon final action of the Directors

Records: The records in this matter will be destroyed after all right of appeal has expired. In the event a Respondent is found in violation, only the findings of fact and BOD Action letter will be retained in the Respondent's permanent record. In Arbitration matters, all records will be retained until all financial obligations of the parties are satisfied.

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