LEADERSHIP TEAM WORKSHOP 2021 - Buffalo Niagara ...
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LEADERSHIP TEAM WORKSHOP 2021
CONTENTS
Chief Executive Officer Overview Director Responsibilities
Director Relationship Duties of Directors & Committees
Job Description Responsibilities Governance Principle
Community Involvement Being a Leader
Association Structure RPAC
Leadership Team Fair Housing
Board of Directors Right From The Start
NYSAR/NAR Directors Proprietary Information
Staff Team Confidentiality, Solidarity & Conduct
Contact Information Anti-Trust & Compliance Policies
Team Responsibilities Sign In Sheet
Committees Roberts Rules of Order
Committee Structure Governing Documents
Chairs, Co Chairs & Vice Chairs Online at www.bnar.org
BNAR and REIS Relationship NAR Core Standards
Roles Reference Documents
Management Agreement Online at www.bnar.org
Financials BNAR History – online
Contracts and Obligations Jeff Rogers, CPBC
Budget Process
2018 Budget
Profit & Loss Sample
Balance Sheet Sample
Threats to Business
GOALS GREATER KNOWLEDGE OF YOUR ASSOCIATION UNDERSTAND THE TEAMS ROLES AND RESPONSIBILITIES ELEVATING YOUR VOLUNTEERISM AND LEADERSHIP
CHIEF EXECUTIVE OFFICER
OVERVIEW
● DIRECTOR RELATIONSHIP
● JOB DESCRIPTION
● COMMUNITY INVOLVEMENT
● ASSOCIATION STRUCTURE
CEO
DIRECTOR RELATIONSHIP
• DIRECTORS GOVERN
• STAFF MANAGES
• CEO – STAFF
• DIRECTOR – CEO
OPEN DOOR
• EMAIL
• RSVP
• BNAR NAME TAG
CEO
JOB DESCRIPTION & RESPONSIBILITIES
REFERENCE: APPENDIX A SECTION 1 BYLAWS
● FINANCIAL MANAGEMENT
● ADDITIONAL SERVICES AND REVENUE SOURCES
● DEVELOPMENT, ORGANIZATIONAL AND UTILIZATION OF STAFF
● MEMBER DATA/INPUT AND STRATEGIC PLANNING
● LEGAL INTEGRITY/RISK MANAGEMENT
● GOVERNMENT AFFAIRS
● FULFILLMENT MANAGEMENT AGREEMENT WITH WNYREIS
● LEADERSHIP COMMUNICATION
● OUTREACH TO FIRMS AND MEMBERS
● COMMUNITY INVOLVEMENT
● NAR CORE STANDARDS
CEO
COMMUNITY INVOLVEMENT
● WNY HEROES INC.
● REALTORS FOR SCRUBS
● DOWNS SYNDROME PARENTS GROUP WNY
● LUCKY FIN PROJECT/WNY STEM HUB/HAND IN HAND PROJECT
/E-NABLE
● KIDS ESCAPING DRUGS
● RONALD MCDONALD HOUSE
● SALVATION ARMY
● SPCA SERVING ERIE COUNTY
● MORTGAGE BROKERS WESTERN NEW YORK CHAPTER
● SPECIAL OLYMPICS
● CONGRESSMAN CHRIS JACOBS
● BUFFALO NIAGARA PARTNERSHIP
● AMHERST CHAMBER OF COMMERCE
● MERCY FLIGHTASSOCIATION MANAGEMENT
VS. BROKERAGE
● BROKERAGE (SALES FOCUSED)
● UNLIMITED INCOME
● MULTIPLE SOURCES (MORTGAGE, TITLE, OTHER SERVICES)
● RE SALES
● TRADE ORGANIZATION MANAGEMENT (MEMBER FOCUSED)
● LIMITED INCOME
● DUES INCOME
● MANAGEMENT FEES
● MEMBER DRIVENREALTOR ASSOCIATION STRUCTURE
LEADERSHIP TEAM • EXECUTIVE • DIRECTORS • PAST PRESIDENTS • NYSAR
OFFICER AND DIRECTOR
ORGANIZATION CHART
Executive Committee
Amber Wesser – President
Joel HusVar– President Elect
Rosalind Burgin – Secretary/Treasurer
William Soffel – Vice President
Donna Littlefield – Immediate Past President
Gary Kenline – Presidents Advisor Non-Voting
John B. Leonardi – Chief Executive Officer Non-Voting
Directors
Lori Adams – 2021 Eric Hauser - 2022
Annabelle Aquilina – 2021 Peter Hunt – Director at Large - 2021
Suzanne Chaskes - 2021 Nan Malysza – Director at Large – 2021
Stephanie Fiorentino – 2023 Shannon McNichol - 2023
Margaret Fisher - 2023 Jamie Mendel-Kolb – Regional Director - 2021
Vienna Haak – 2021 Kelly Spurlock - 2022
Margaret Hartman – 2023 Eric Winklhofer – Past President - 2017CONTACT INFORMATION
MARGARET HARTMAN- 2021 – 2023 SHANNON MCNICNOL – 2021-2023
LORI ADAMS – 2019-2021 HOWARD HANNA NICHOL CITY REALTY
CENTURY 21 – WINKLHOFER 4909 TRANSIT ROAD 5776 BROADWAY
DEPEW, NY 14043 LANCASTER, NY 14086
8450 MAIN STREET 656-8999 C: 510-4141 480-8117
WILLIAMSVILLE, NY 14221 MARGARETHARTMAN@HOWARDHANNA.COM
NICHOLCITY@LIVE.COM
634-6220 C: 628-9800
LADAMS9221@AOL.COM ERIC HAUSER – 2020 - 2022
JAMIE MENDEL –KOLB – 2021 – RD
MJ PETERSON REAL ESTATE
HUNT REAL ESTATE ERA
200 JOHN JAMES AUDUBON –SUITE 101
ANNABELLE AQUILINA – 2019-2021 477 S. TRANSIT ROAD SUITE 900
AMHERST, NY 14228
HUNT REAL ESTATE ERA LOCKPORT, NY 14094
716-689-7800 C: 870-2234
4363 MAIN STREET 434-626 C: 417-11237
ERIC@ERICHAUSER.COM
JAMKE.MENDELKOLB@HUNTREALESTATE.COM
AMHERST, NY 14226
716-832-4838 C: 432-0331 PETER F. HUNT - 2020 – DL
HUNT REAL ESTATE CORP. WILLIAM SOFFEL – 2022 - VP
ANNABELLE.AQUILINA@HUNTREALESTATE.COM
430 DICK ROAD ERA TEAM VP REAL ESTATE
DEPEW, NY 14043 12 WASHINGTON ST – PO BOX 780
ROSALIND BURGIN – 2022 – S/T 633-9400 ELLICOTTVILLE, NY 14731
MOOTRY, MURPHY AND BURGIN PETER.HUNT@HUNTREALESTATE.COM 716-699-4800 C: 490-2596
REALTY GROUP LLC BILL.SOFFEL@ERA.COM|
JOEL HUSVAR – 2018-2020 - PE
651 DELAWARE AVE. SUITE 136
716 REALTY GROUP KELLY SPURLOCK – 2022
BUFFALO, NY 14222 147 DELAWARE STREET HUNT REAL ESTATE ERA
716-818-7913 TONAWANDA, NY 14150 43 MAIN STREET
RBURGIN@MMBHOMESELLERS.COM 362-2373 C: 380-5811 AKRON, NY 14001
JOEL@716REALTYGROUP.COM 716-542-2000 C: 548-4591
KELLY.SPURLOCK@HUNTREALESTATE.COM
SUZANNE CHASKES – 2019-2021
HOWARD HANNA GARY KENLINE – 2021 – ADV
HUNT REAL ESTATE ERA
504 ELMWOOD AVENUE AMBER WESSER – 2018-2020 – P
8780 SHERIDAN DRIVE
BUFFALO, NY 14222 HUNT REAL ESTATE ERA
WILLIAMSVILLE, NY 14221
885-4000 C: 912-1979 1110 UNION ROAD
633-5350 C: 818-5757
WEST SENECA, NY 14224
SCHASKES@YAHOO.COM GARY.KENLINE@HUNTREALESTATE.COM
675-4868 C: 864-6710
AMBER.WESSER@HUNTREALESTATE.COM
STEPHANIE FIORENTINO – 2021-2023
DONNA LITTLEFIELD – 2016-2018- IPP ERIC WINKLHOFER – 2015 – 17 – PP
HUNT REAL ESTATE ERA
KELLER WILLIAMS REALTY BUFFALO CENTURY 21 WINKLHOFER
8780 SHERIDAN DRIVE 550 MAIN STREET #108 8450 MAIN STREET
WILLIAMSVILLE, NY 14221 WILLIAMSVILLE, NY 14221 WILLIAMSVILLE, NY 14221
585-230-0993 832-3300 C: 578-1788 634-6220 C: 759-4540
STEPHANIE.FIORENTINO@HUNTREALESTATE.ERA\ DONNALITTLEFIELDREALESTATE@GMAIL.COM ERIC.WINKLHOFER@CENTURY21.COM
MARGARET FISHER – 2021-2023 JOHN B. LEONARDI – CEO
NAN MALYSZA – 2020 – DL
HOWARD HANNA BUFFALO NIAGARA ASSOC OF REALTORS®
HOWARD HANNA
200 JOHN JAMES AUDUBON PKWY - SUITE 201
6505 EAST QUAKER ROAD 914 MAPLE ROAD
AMHERST, NY 14228
ORCHARD PARK, NY 14127 WILLIAMSVILLE, NY 14221 636-9000 C: 909-6258
689-8100 C: 432-5659 JLEONARDI@BNAR.ORG
MARGARETFISHER@HOWARDHANNA.COM
NANMALYSZA@HOWARDHANNA.COM
P – President
PE – President Elect
VIENNA HAAK – 2019-2021 S/T – Secretary Treasurer
HOWARD HANNA VP – Vice President
IPP – Immediate Past President
2139 GRAND ISLAND BLVD PP – Past President
GRAND ISLAND, NY 14072 ADV – Presidents Advisor
DL – Director at Large
80—422-7636 C: 430-5118 RD – Regional Director
VIENNAHAAK@HOWARDHANNA.COM CEO – Chief Executive OfficerNEW YORK STATE AND NATIONAL
ASSOCIATION OF REALTORS
DIRECTORS
January 2021
NEW YORK STATE ASSOCIATION OF REALTORS DIRECTORS
Margaret Hartman Past President
Gary Kenline Past President
Amber Wesser BNAR President – 2021
(automatically is a NYSAR Director by virtue of local Board President)
Lori Adams 2023
Annabelle Aquilina 2023
Rosalind Burgin 2023
Kathy Crissy 2023
Michael Johnson 2023
miriam treger 2023
Sharon Ciminelli 2021 (appointed by Amber Wesser)
Donna Littlefield 2021
Louis Vinci 2021
Joel HusVar 2022
NATIONAL ASSOCIATION OF REALTORS DIRECTOR
Amber Wesser - Large Board RepresentativeSTAFF TEAM ● CONTACT ● RESPONSIBILITIES
TEAM CONTACTS
BUFFALO NIAGARA ASSOCIATION OF REALTORS®, INC.
MICHELLE BROWN JOHN L. LEONARDI DEBBIE NORMAN
MEMBERSHIP COORDINATOR CHIEF EXECUTIVE OFFICER COMMUNICATIONS & CORPORATE AFFAIRS DIRECTOR
MEMBERSHIP DATA / APPLICATIONS DIRECT: 636-3699 COMMUNICATIONS/PUBLIC RELATIONS
DIRECT: 923-7421 JLEONARDI@BNAR.ORG GOVERNANCE / BOARD OF DIRECTORS/EXECUTIVE
MWINTERS@BNAR.ORG ACCELERATE
DANIEL LOCCHE DIRECT: 636-9118
PATTI JO BUSHLEY GOVERNMENT AFFAIRS DIRECTOR DNORMAN@BNAR.ORG
FINANCIAL ASSISTANT LEGISLATIVE/PUBLIC AFFAIRS/RPAC
ACCOUNTS PAYABLE / RECEIVABLE DIRECT: 923-4152 KATHY SCHMITZ
BILLING – BNAR/REIS/INSTANET DLOCCHE@BNAR.ORG CHIEF FINANCIAL OFFICER
DIRECT: 636-9115 ACCOUNTS PAYABLE / RECEIVABLE
PBUSHLEY@BNAR.ORG DANIELLE MELCHIORRE BNAR / REIS BUDGET, PAYROLL
MLS COORDINATOR DIRECT: 636-9116
PETER CIMINO COMPLIANCE & MLS VIOLATIONS KSCHMITZ@BNAR.ORG
DIRECT: 636-9122
CHIEF INFORMATION OFFICER
DMELCHIORRE@BNAR.ORG CHRISTOPHER WALTER
WEBSITE SUPPORT (BNAR.ORG)
MEMBER SERVICES
MLS STATISTICS/REAL ESTATE
SUSAN MILLER STORE/SALES
MARKET DATA
SOUTHERN TIER LIAISON MEMBER SERVICES
DIRECT: 636-9119
MLS SOUTHERN TIER CONTACT KEYBOX PROGRAM
PCIMINO@BNAR.ORG
716-307-4078 636-5004
SMILLER@BNAR.ORG CWALTER@BNAR.ORG
ANNETTE FACHKO
CHIEF ADMINISTRATION OFFICER 2FINDYOUR HOME TEAM
PAMELA NALBONE
REALTOR ISSUES LINDA DOANE –870-5788
PROFESSIONAL STANDARDS AND BENEFITS
FORMS & CONTRACTS LDOANE@BNAR.ORG
COORDINATOR
DIRECT: 636-9117 ERIK EGGLESTON – 204-1450
PROFESSIONAL STANDARDS/GRIEVANCE
AFACHKO@BNAR.ORG EEGGLESTON@BNAR.ORG
MEDIATION
MEMBER BENEFITS & DISCOUNTS COURTNEY FOLEY BOVA – 204-1446
DOREEN FAHEY CFOLEY@BNAR.ORG
DIRECT: 204-1480
EDUCATION AND EVENTS DIRECTOR LISA MARGESON – 204-1450
PNALBONE@BNAR.ORG
EDUCATION/ EVENTS/AGENTS' DAY LMARGESON@BNAR.ORG
DIRECT: 636-9114
DFAHEY@BNAR.ORGTEAM RESPONSIBILITIES:
MLS Financial Membership Communications Professional Conduct Governance
Alliance Budgeting BNAR & REIS MLX MOTD Grievance By-laws
2FindYour Home P&L MLS Admins BNAR News & Events Mediation Standing Rules
2FYH - Open Houses Accts Payable Supra Key Communicator Professional Standards Leadership Development
Health Insurance BNAR Website Realtor Issues
Rules/Regs Accts Receivable BOD Meeting Management
Discounts/ Products Office Manager Updates /Best Practices
MLS Membership
Banking Contracts Core Standards
Agreements
Copyrights HR, Pension & Payroll PR Campaigns Fair Housing Accelerate Program
Data Agreements/ RETS Inventory Surveys PAG’s
Promote Benefits/Issues, etc.
Statistics Store
Through Events
Instanet Use/Design/ BNAR Advertising
Investments
Troubleshoot Social Media
Realist Use/Design/ News Releases
Month-End
Troubleshoot Dedicated Email/Post Card
MLX Use/Design/ Fixed Assets Calendar of Events
Troubleshoot Billing/Invoicing Flyer for Orientation Class
Compliance Tool (Listing
e-commerce (NAR) Target Marketing
check)
MLX Security Travel Office Visits
SSO Portal
REALTOR.com
HomeSnap (Broker Portal)
Synchronization to
Zillow/ListHub, etc.
Drone/Video/Photography
Education Networking Events IT Community Public Affairs
Salesperson's Agent's Day Network Habitat for Humanity Network with Public Officials
C.E Election Stations Day of Caring (United Way) Inform Members on Issues political & legislative
Orientation Regional Meetings Security WNY Heroes Resource on Political & Legislative Issues to members
Lunch-N-Learns Salvation Army Resource on Political & Legislative Issues to elected and appointed
YPN Phones/ Internet
Breakfast-N-Learns Boys & Girls Club officials.
St. Luke’s Mission of Mercy Receive feedback from Membership regarding political & legislative
Webinars Social Events Printers
Cystic Fibrosis Foundation Issues
Buffalo Niagara Ambassadors
RPAC – REALTORS Political Action Committee
Faculty Review Economic Forecast BNAR Website Kids Escaping Drugs
Independent Expenditure (IE)
Child & Family Services
Designations Surveys SPCA Serving Erie County
Hardware WNY Stem Hub Hand in Hand
Software
Appraiser CE SPCA Serving Erie County
Training Video CreationCOMMITTEES ● STRUCTURE ● CHAIRS, CO-CHAIRS, & VICE CHAIRS
COMMITTEE STRUCTURE Agents Day Bylaws Chief Executive Officer Review Education Executive Forms & Contracts Government Affairs Nominating Professional Standards Grievance Mediation REALTOR Issues RPAC Strategic Plan Technology
CHAIRS, CO-CHAIRS & VICE CHAIRS 2021
Co-Chair– Amy Winklhofer
AGENTS DAY STRATEGIC PLAN
Chair– Debra Dickman MEDIATION Co-Chair – Amber Wesser
Vice Chair – Mike Ciminelli Chair – Dawn Brown Co-Chair – Joel HusVar
Vice Chair – Marcie Delgaty
BYLAWS TECHNOLOGY
Chair – Amber Wesser NOMINATING Co Chair – Margaret Fisher
Vice Chair – Joel HusVar Chair – Donna Littlefield Co Chair – Stephanie Fiorentino
EDUCATION PROFESSIONAL
Chair – Rosalind Burgin STANDARDS
Vice Chair – Ann Aquilina Co-Chair – Lori Adams
Co-Chair – Margaret Hartman
FORMS & CONTRACTS Co-Chair - Gary Kenline
Chair – Mike Johnson Co-Chair – Bret Llewellyn
Vice Chair – Eric Hauser
GOVERNMENT AFFAIRS REALTOR ISSUES
Chair – Greg Straus Chair – Colleen Brunelle
Vice Chair – Rose DeGeorge Vice Chair – Cassandra Whitney
GRIEVANCE RPAC
Chair – Deanna Zavah Chair – Margaret HartmanBNAR AND REIS RELATIONSHIP • Roles • Management Agreement
BNAR AND REIS RELATIONSHIP
ROLES
• Separate Entities
• Overlap in Leadership
• Entwined by MembersBNAR and REIS Relationship
Management Agreement
● TRAINED STAFF FOR DAY TO DAY OPERATIONS
● USE OF COMPUTERS, TELEPHONES, FAXES, PROPER EQUIPMENT
● NEWSLETTERS/COMMUNICATIONS TO THE MEMBERS
● USE OF FACILITY
● DEDICATED SERVICES BY THE CEO AND OTHER STAFF TO PERFORM
SUPERVISORY AND ADMINISTRATIVE FUNCTIONS
● MAINTAIN ORDER WITHIN THE MLS SYSTEM
● CURRENT FEE RECEIVED = $406,848.42/YEAR (NEW AGREEMENT EXTENDED
TO 2023)
● SEE STAFF RESPONSIBILITIES TABFINANCIALS • Contracts and Obligations • Budget Process • Profit & Loss (Sample) • Balance Sheet (Sample) • Fee Structure (Online)
CONTRACTS AND OBLIGATIONS
Monthly
Vendor Term Expires Service Commitment
MJ Peterson 12 Years 8/31/2030 Office $18,627.75
Space
Rapattoni N/A N/A Membership $1726.22
(License) System
Membership
MMSI 10/1/2020 9/30/2027
System $2570.00
(License)
Xerox 5 Years Sept 2021 Copier $1,286.39
CMD Solutions N/A N/A Website $150.00
Windstream 3 Years 5/29/2020 Telephone $1,280.00BUDGET PROCESS ● CEO/FINANCE DIRECTOR REVIEW AUGUST FINANCIAL WITH ACCOUNTANTS ● BASED ON ACCOUNTANTS RECOMMENDATIONS AND MEMBERSHIP NUMBERS BUILD A BUDGET ● PRESENT PROPOSED BUDGET TO INCOMING PRESIDENT, MAKE NECESSARY ADJUSTMENTS ● PRESENT FINAL BUDGET TO EXECUTIVE ● INCOMING PRESIDENT PRESENTS BUDGET TO DIRECTORS FOR APPROVAL
PROFIT & LOSS SAMPLE
PROFIT & LOSS (CONTINUED)
PROFIT & LOSS (CONTINUED)
SUMMARY BALANCE SHEET SAMPLE
Oct 31, 2017
ASSETS
Current Assets
Checking/Savings 730,987.48
Accounts Receivable 50,995.81
Other Current Assets 73,601.82
Total Current Assets 855,585.11
Fixed Assets 454,712.09
TOTAL ASSETS 1,310,297.20
LIABILITIES & EQUITY
Liabilities
Current Liabilities
Accounts Payable 118,358.88
Other Current Liabilities 545,712.85
Total Current Liabilities 664,071.73
Total Liabilities 664,071.73
Equity 646,225.47
TOTAL LIABILITIES & EQUITY 1,310,297.20THREATS TO BUSINESS CONTINUITY
SOURCE: THE ACTUARYBOARD AND COMMITTEE
RESPONSIBILITIES
• DUTIES *
• GOVERNANCE PRINCIPLES
• BEING A LEADER
• RPAC
• FAIR HOUSING
• RIGHT FROM THE START*
• PROPRIETARY INFORMATION
• CONFIDENTIALITY, SOLIDARITY, AND CONDUCT*
• ANTI-TRUST & COMPLIANCE*
• SIGN-IN SHEETS*
• ROBERT’S RULES OF ORDER*DIRECTOR RESPONSIBILITIES DUTIES OF THE DIRECTORS: • TO GIVE FINAL APPROVAL ON ALL NEW PROJECTS, PROGRAMS AND/OR STANDING COMMITTEES. • TO GIVE FINAL APPROVAL ON THE YEAR'S ANNUAL PROPOSED BUDGET. • TO GIVE FINAL APPROVAL OF DELETIONS OF ANY PROJECTS, PROGRAMS AND/OR STANDING COMMITTEES. • TO GIVE FINAL APPROVAL OF ANY CHANGES OF ESTABLISHED FORMAT OR POLICY. • TO GIVE APPROVAL ON ALL CHANGES TO THE BYLAWS; INCLUDING THOSE MANDATED BY NAR • TO GIVE FINAL APPROVAL ON ALL CHANGES TO THE STANDING RULES. • TO GIVE FINAL APPROVAL ON SALE ITEMS AND/OR FUND-RAISERS BEARING THE NAME OF THIS ORGANIZATION. • TO GIVE FINAL APPROVAL ON SOLICITATIONS FOR CO-SPONSORSHIPS BEARING THE NAME OF THIS ASSOCIATION.
GOVERNANCE PRINCIPLES • Stewardship • Accountability • Oversight
GOVERNANCE PRINCIPLES
RIGHT FROM THE START • RESPONSIBILITIES OF DIRECTORS FROM THE NYS ATTORNEY GENERAL – 2015
PROPRIETARY INFORMATION
• WHAT DOES IT MEAN?
• GENERALLY UNKNOWN TO THE PUBLIC
• ACCESS TO INFORMATION
• APPLIES TO BNAR, ITS DIRECTORS, PAST PRESIDENTS, MEMBERS, EMPLOYEES AND
CONTRACTORS
• POTENTIAL TO DO HARM IF DISCLOSED
• WHAT DOES IT NOT INCLUDE?
• DISCLOSURE DUE TO LEGAL PROCESS
• RIGHTS TO DISCLOSURECONFIDENTIALITY, SOLIDARITY
AND CONDUCT
A. THE POLICY REGARDING CONFIDENTIAL INFORMATION, STATEMENT OF RESPONSIBILITIES AND CONDUCT, AND THE ASSOCIATION
ANTITRUST COMPLIANCE POLICIES AND PROCEDURES WILL BE SIGNED EACH YEAR BY ALL THE MEMBERS OF THE EXECUTIVE
COMMITTEE, BOARD OF DIRECTORS AND PAST PRESIDENTS ATTENDING BNAR BOARD OF DIRECTORS MEETINGS AND THE ANTITRUST
AVOIDANCE SIGN IN SHEET AT EACH MEETING. 2005
B. SOLIDARITY - AS A GOVERNING ENTITY OF THE ASSOCIATION, IT IS OUR RESPONSIBILITY TO VOTE ON ISSUES THAT MAKE OUR
ASSOCIATION EFFECTIVE AND STRONG AND IN OUR MEMBER’S BEST INTEREST. HOWEVER, FROM TIME TO TIME VOTES MAY BE
UNANIMOUS AND OTHER TIMES THE VOTE MAY BE SPLIT. WHATEVER THE OUTCOME ON A SPECIFIC ISSUE, IT IS IMPORTANT TO NOTE
THAT WHEN THE VOTE HAS CONCLUDED, REGARDLESS OF THE WAY AN INDIVIDUAL MAY HAVE VOTED, IT IS THE ENTITY THAT
APPROVED OR DENIED AN ISSUE AND WHEN WE LEAVE THE BOARD ROOM WE ARE UNANIMOUS IN OUR DECISIONS. 2006
C. CONDUCT - THE IMAGE OF THE BNAR IS PORTRAYED BY EVERY DIRECTOR'S DRESS AND CONDUCT AND EITHER STRENGTHENS OR
WEAKENS THE ASSOCIATION'S PROFESSIONAL IMAGE. WHILE AT BOARD OF DIRECTORS MEETINGS, OR ON OFFICE TRAVEL OF THE
ASSOCIATION WHERE ONE MAY BE RECOGNIZED AS A DIRECTOR OF BNAR, IT IS EXPECTED THAT DIRECTORS WILL EXERCISE MATURITY,
PROFESSIONALISM AND GOOD JUDGMENT IN APPEARANCE AND ACTION. 2006
NOTE: STANDING RULES ON POLICY AND PROCEDURES FOR BOARD OF DIRECTORS MEETINGS ARE FOUND IN
THE DIRECTORS MANUAL UNDER THE MEETINGS AND CALENDAR SECTION AND ON THE BNAR WEBSITE.Confidentiality, Solidarity and Conduct
POLICY REGARDING CONFIDENTIAL INFORMATION
ARTICLE I – POLICY STATEMENT
SERVICE AS AN OFFICER, DIRECTOR OR VOLUNTEER COMMITTEE MEMBER, AND PAST PRESIDENTS WHEN THEY PARTICIPATE
IN MEETINGS OF THE BOARD OF DIRECTORS OR RELATED ACTIVITIES AND/OR GIVEN ACCESS TO CONFIDENTIAL INFORMATION, AS
HEREAFTER DEFINED (COLLECTIVELY REFERRED TO AS A “LEADER”) FOR THE BUFFALO NIAGARA ASSOCIATION OF REALTORS®, INC.
(“BNAR”), GIVES RISE TO CERTAIN ETHICAL AND LEGAL OBLIGATIONS TO BNAR. ONE SUCH OBLIGATION IS THE FIDUCIARY DUTY
WHICH THE LEADER OWES TO BNAR. THIS FIDUCIARY DUTY REQUIRES THE EXERCISE OF REASONABLE CARE IN PERFORMING
FUNCTIONS FOR BNAR, EXHIBITING HONESTY AND GOOD FAITH, AND INCLUDES THE RESPONSIBILITIES OF BOTH CARE AND LOYALTY
TO BNAR. PURSUANT TO THEIR FIDUCIARY DUTIES OF LOYALTY AND CARE, LEADERS, AND IN PARTICULAR OFFICERS, DIRECTORS AND
PAST PRESIDENTS, ARE REQUIRED TO PROTECT AND HOLD CONFIDENTIAL INFORMATION, OBTAINED DUE TO THEIR STATUS AS LEADERS
OF BNAR, ABSENT THE EXPRESS OR IMPLIED PERMISSION OF THE BOARD OF DIRECTORS OR A LEGAL REQUIREMENT TO DISCLOSE SUCH
INFORMATION. ACCORDINGLY, IT IS THE POLICY OF BNAR THAT:
(i) NO LEADER SHALL USE CONFIDENTIAL INFORMATION FOR HIS OR HER OWN PERSONAL BENEFIT OR TO BENEFIT PERSONS OR
ENTITIES OUTSIDE OF BNAR; AND
(ii) (II) NO LEADER SHALL DISCLOSE CONFIDENTIAL INFORMATION OUTSIDE BNAR, EITHER DURING OR AFTER HIS OR HER
SERVICE AS A LEADER OF BNAR, EXCEPT WITH AUTHORIZATION OF THE BOARD OF DIRECTORS OR AS MAY BE OTHERWISE
REQUIRED BY LAW.
TO PROTECT THE CONFIDENTIALITY OF MEMBERS OF THE BOARD OF DIRECTORS, EMPLOYEES AND BNAR, NO
INFORMATION CONCERNING OTHER MEMBERS OF THE BOARD OF DIRECTORS, PAST PRESIDENTS, EMPLOYEES OR BNAR BUSINESS AND
ITS AFFAIRS SHALL BE DISCUSSED WITH ANYONE EXCEPT WHEN NECESSARY FOR THE PURPOSE OF DAILY BUSINESS. CARE SHALL BE
EXERCISED AT ALL TIMES TO PREVENT THE UNAUTHORIZED DISCLOSURE OF CONFIDENTIAL INFORMATION, ESPECIALLY IN PUBLIC
SETTINGS OR THROUGH THE USE OF ELECTRONIC DEVICES.
THE FOREGOING POLICY SHALL APPLY EQUALLY TO ALL EXECUTIVE COMMITTEE, OTHER COMMITTEE MEMBERS, OFFICERS
AND EMPLOYEES OF BNAR WHO MANAGE OR HAVE ACCESS TO CONFIDENTIAL INFORMATION.ARTICLE II – DEFINITION OF CONFIDENTIAL INFORMATION
CONFIDENTIAL INFORMATION MEANS INFORMATION, IN ANY FORM WHATSOEVER, WHETHER ORAL, VISUAL, DIGITAL, WRITTEN, ON
PAPER OR IN ELECTRONIC FORMAT OR IN ELECTRONIC DEVICES OR ELECTRONIC STORAGE MEDIA THAT IS GENERALLY UNKNOWN TO THE PUBLIC
TO WHICH A LEADER GAINS ACCESS BY REASON OF BEING A LEADER OF THE BNAR AND INCLUDES, BUT IS NOT LIMITED TO, INFORMATION
RELATING TO ANY DIRECTORS, OFFICERS, PAST PRESIDENTS, EMPLOYEES, AGENTS AND CONTRACTORS OF THE BNAR AND/OR WNYREIS, AND ALL
PRESENT OR POTENTIAL STRATEGIC, BUSINESS OR MARKETING PLANS, OPERATIONAL COSTS, REVENUES, EXPENSES, TAX MATTERS, FINANCIAL
PROJECTIONS OR TRENDS, INVESTMENTS, SALES AND FINANCIAL DATA AND STRATEGIES, COMPENSATION AGREEMENTS, SALARIES AND
EMPLOYMENT BENEFITS, EMPLOYMENT EVALUATIONS AND/OR OTHER CONSIDERATIONS AND DETERMINATIONS TO HIRE, TERMINATE OR SUSPEND
EMPLOYEES, ACTUAL OR PROPOSED EMPLOYEE DISCIPLINARY PROCEEDINGS, LEGAL AND/OR REGULATORY MATTERS, LITIGATION OR POTENTIAL
LITIGATION, INSURANCE CLAIMS AND/OR ANY OTHER CLAIMS WHATSOEVER THAT THE BNAR AND/OR WNYREIS NOW HAVE OR MAY HAVE IN THE
FUTURE.
CONFIDENTIAL INFORMATION MAY ALSO INCLUDE NON-PUBLIC INFORMATION THAT MIGHT BE OF USE TO COMPETITORS OR
HARMFUL TO BNAR OR ITS MEMBERS IF DISCLOSED, SUCH AS:
(I) NON-PUBLIC INFORMATION ABOUT BNAR’S FINANCIAL CONDITION, PROSPECTS OR PLANS, ITS MARKETING AND SALES
PROGRAMS AND RESEARCH AND DEVELOPMENT INFORMATION;
(II) NON-PUBLIC INFORMATION CONCERNING POSSIBLE TRANSACTIONS WITH OTHER COMPANIES OR INFORMATION ABOUT
BNAR’S MEMBERS, SUPPLIERS OR JOINT VENTURE PARTNERS, WHICH BNAR IS UNDER AN OBLIGATION TO MAINTAIN AS
CONFIDENTIAL; AND
(III) NON-PUBLIC INFORMATION ABOUT DISCUSSIONS AND DELIBERATIONS RELATING TO BUSINESS ISSUES AND DECISIONS,
BETWEEN AND AMONG EMPLOYEES, OFFICERS, DIRECTORS AND PAST PRESIDENTS.
THIS DUTY OF CARE TO MAINTAIN AND PROTECT CONFIDENTIAL INFORMATION MAY YIELD WHEN A LEADER IS REQUIRED TO DISCLOSE
IT BY LEGAL PROCESS OR AS PART OF HIS OR HER PARTICIPATION IN ANY GOVERNMENTAL OR REGULATORY INVESTIGATION; PROVIDED,
HOWEVER, THAT HE OR SHE WILL GIVE THE BNAR AND/OR WNYREIS, AS THE CASE MAY BE, PROMPT WRITTEN NOTICE OF THE OBLIGATION OF
DISCLOSURE SO THAT BNAR AND/OR WNYREIS MAY SEEK A PROTECTIVE ORDER OR KNOWINGLY WAIVE THEIR RESPECTIVE RIGHTS TO SUCH
DISCLOSURE.ARTICLE III – VIOLATIONS
ANY LEADER WHO DIVULGES CONFIDENTIAL INFORMATION, WHETHER DURING OR AFTER HIS/HER TERM OF SERVICE OR
EMPLOYMENT, IS SUBJECT TO APPROPRIATE DISCIPLINE, INCLUDING DISMISSAL OR REMOVAL FROM THE BOARD OF
DIRECTORS, EXCLUSION FROM ANY OF ITS MEETINGS OR ANY COMMITTEES OF THE BNAR. LEADERS RECOGNIZE THAT BNAR
HAS A PROPRIETARY INTEREST IN ANY SUCH CONFIDENTIAL INFORMATION AND WOULD BE IRREPARABLY DAMAGED AS A
RESULT OF ANY DISCLOSURE OR DISSEMINATION THEREOF. EXCEPT AS OTHERWISE ALLOWED BY LAW, ANY SUCH
DISCIPLINARY ACTION SHALL BE DETERMINED BY THE BOARD OF DIRECTORS, ONLY AFTER IT HAS PROVIDED THE LEADER,
WHO IS THE SUBJECT THEREOF, WITH AN OPPORTUNITY FOR A HEARING, IN ACCORDANCE WITH DUE PROCESS OF LAW
AND THE BNAR BY-LAWS.
ARTICLE IV – ACKNOWLEDGEMENT STATEMENT
EACH LEADER SHALL BE REQUIRED FROM TIME TO TIME AT THE BOARD OF DIRECTOR’S DISCRETION TO SIGN A STATEMENT,
SUBSTANTIALLY IN THE FORM ATTACHED HERETO, WHICH AFFIRMS SUCH PERSON:
A. HAS RECEIVED A COPY OF THIS POLICY REGARDING CONFIDENTIAL INFORMATION;
B. HAS READ AND UNDERSTANDS THE POLICY; AND
C. HAS AGREED TO COMPLY WITH THE POLICY.CONFIDENTIALITY, SOLIDARITY
AND CONDUCT
• ASSOCIATION ANTITRUST COMPLIANCE POLICIES AND PROCEDURESANTI-TRUST, CONFIDENTIALITY,
SOLIDARITY AND CONDUCT
SIGN IN SHEETS
● SIGN IN SHEET
● ANTITRUST AVOIDANCE, CONFIDENTIALITY AND CONFLICT OF
INTERESTROBERTS RULES OF ORDER
BEING A LEADER ● LEAD BY EXAMPLE ● RPAC CONTRIBUTION ● PARTICIPATE IN BNAR EVENTS ● PREPARE FOR EACH MEETING ● ATTEND NYSAR MEETINGS ● ASK OTHERS TO GET INVOLVED ● LIVE THE COMMITMENT ● LEADERSHIP TRAINING/BNAR LIBRARY - NYSAR OFFERS FREE LEADERSHIP TRAINING
RPAC - REALTORS POLITICAL ACTION COMMITTEE
FAIR HOUSING
GOVERNING DOCUMENTS
WHAT GUIDES BOARDS AS THEY MAKE DECISIONS?
● STANDING RULES*
● BYLAWS AND APPENDICES*
● ARTICLE OF INCORPORATION
● STRATEGIC PLAN* – MARCH 19-20
● INSURANCE
● BOARD OF DIRECTORS*
● CODE OF ETHICS*
● MINUTES OF THE PREVIOUS MEETINGS*
● TRAVE POLICY & EXPENSE REIMBURSEMENT*
● BUSINESS EXPENSE REPORT*
● BNAR HISTORY*
* FOUND UNDER GOVERNING DOCUMENTS ON THE BNAR WEBSITEVISION & MISSION STATEMENTS
VISION
The BNAR will support and maintain an orderly marketplace for the
effective exchange of real estate while promoting uncompromising
ethical principles among its members.
MISSION
To assist members to become successful, profitable and
knowledgeable, and to promote professionalism and
real property rights.
Revised December 2018WHAT GUIDES BOARD AS THEY MAKE
DECISIONS?VALUE STATEMENT
LEARN…ACCESS…DISCOVER YOUR BNAR CONNECTION
WHETHER NEW OR EXPERIENCED IN REAL ESTATE,
REALTORS WHO ARE COMMITTED TO PERSONAL SUCCESS
CONNECT WITH BNAR FOR KNOWLEDGE,
INFORMATION, ADVOCACY AND TECHNOLOGY
TO GROW THEIR BUSINESS.CORE STANDARDS
• SECTION 1 – CODE OF ETHICS
• SECTION 2 – ADVOCACY
• SECTION 3 – CONSUMER OUTREACH
- BEING THE VOICE FOR REAL ESTATE
- COMMUNITY INVOLVEMENT AND INVESTMENT
• SECTION 4 – UNIFICATION EFFORTS AND SUPPORT FOR
THE REALTOR ORGANIZATION
• SECTION 5 – TECHNOLOGY
• SECTION 6 – FINANCIAL SOLVENCYCORE STANDARDS
CODE OF ETHICS
I. CODE OF ETHICS
• A. EVERY ASSOCIATION WILL PROVIDE NEW AND CONTINUING MEMBER CODE OF ETHICS
TRAINING AS REQUIRED BY ARTICLE IV OF THE NAR BYLAWS.
• B. EVERY ASSOCIATION WILL MAINTAIN A VIABLE PROFESSIONAL STANDARDS PROCESS TO
ENFORCE THE CODE OF ETHICS AND PROVIDE ARBITRATION AND MEDIATION AS MEMBER SERVICES.
ASSOCIATIONS MUST HAVE A FULLY FUNCTIONING PROFESSIONAL STANDARDS COMMITTEE WITH
ADMINISTRATIVE CAPABILITY TO CONDUCT THE PROGRAM, OR MUST ADMINISTER PROFESSIONAL
STANDARDS ENFORCEMENT THROUGH A MULTI–BOARD (OR REGIONAL) PROFESSIONAL
STANDARDS AGREEMENT WITH OTHER ASSOCIATIONS OR WITH THE STATE ASSOCIATION.
• C. EVERY ASSOCIATION WILL PROVIDE MEDIATION SERVICES TO MEMBERS AS REQUIRED BY ARTICLE
IV OF THE NAR BYLAWS. ASSOCIATIONS MUST ALSO OFFER OMBUDSMAN SERVICES TO MEMBERS
AND THEIR CLIENTS AND CUSTOMERS AND MAY IMPLEMENT A "CITATION" ENFORCEMENT POLICY.CORE STANDARDS
ADVOCACY
II. ADVOCACY
• A. UNLESS PROHIBITED BY STATE LAW AND IN RECOGNITION OF STATE LAW DIFFERENCES, EACH
ASSOCIATION SHALL INCLUDE IN THEIR DUES BILLING A VOLUNTARY CONTRIBUTION FOR THE PAC
OR THE POLITICAL ADVOCACY FUND (PAF) IN AN AMOUNT ADEQUATE TO MEET ANY NAR
ESTABLISHED RPAC FUNDRAISING GOALS. DUES BILLING FOR PAC OR PAF CONTRIBUTIONS HAS
BEEN PROVEN TO BE THE MOST EFFECTIVE METHOD FOR RAISING PAC OR PAF DOLLARS AND IN
ENGAGING OUR MEMBERS IN POLITICAL ADVOCACY*. A LOCAL ASSOCIATION WILL HAVE MET THIS
MANDATORY CORE STANDARD, REGARDLESS OF WHETHER THEY COLLECT THE FULL AMOUNT OF
THEIR NAR ESTABLISHED GOAL, IF THEY INCLUDE THE VOLUNTARY CONTRIBUTION ON THEIR DUES
BILL.
• NOTWITHSTANDING THE ABOVE, A LOCAL ASSOCIATION THAT CHOOSES NOT TO INCLUDE A PAC
OR PAF CONTRIBUTION ON THEIR DUES BILLS, MAY, IN THE ALTERNATIVE, MEET THIS MANDATORY
CORE STANDARD IF THEY DELIVER TO NAR THE FULL AMOUNT OF ANY NAR ESTABLISHED RPAC
GOAL CONTRIBUTED BY WHATEVER LEGAL MEANS DETERMINED TO BE IN THE BEST INTEREST OF THE
LOCAL ASSOCIATION (I.E., A CORPORATE CONTRIBUTION IN THE FULL AMOUNT OF THE NAR
ESTABLISHED GOAL). IN WHATEVER MANNER THE NAR ESTABLISHED RPAC GOAL IS MET, FUNDS
SHALL BE SENT TO RPAC OR THE PAF INDIVIDUALLY OR COLLECTIVELY BY/THROUGH THE STATEADVOCACY CONTINUED
• ASSOCIATION (I.E., ONE CHECK CONCEPT). THE INTENT OF THIS STANDARD IS TO PROVIDE THE BEST
OPPORTUNITY FOR EVERY ASSOCIATION TO MEET ITS GOAL.
• *UNLESS PROHIBITED BY STATE LAW, IT IS RECOMMENDED THAT TO REACH THE HIGHEST PARTICIPATION
LEVELS POSSIBLE, EACH LOCAL ASSOCIATION INCLUDE THE CONTRIBUTION TO EITHER THE PAC OR THE PAF
"ABOVE THE LINE" WITH APPROPRIATE DISCLAIMERS ABOUT THE VOLUNTARY NATURE OF THE MEMBER
CONTRIBUTION.
• B. EACH ASSOCIATION SHALL PROVIDE OR DISTRIBUTE INFORMATION AND COMMUNICATIONS FROM NAR
AND THE APPLICABLE STATE ASSOCIATION, REGARDING THE VALUE OF INVESTING IN AND THE BENEFITS
RECEIVED FROM THE INDIVIDUAL'S PARTICIPATION IN THE PAC.
• C. EACH ASSOCIATION SHALL DEMONSTRATE PARTICIPATION IN NAR CALLS FOR ACTION (E.G., PROMOTION
THROUGH WEBSITES, NEWSLETTERS, OFFICE VISITS, ETC.). IT IS THE STATE AND LOCAL ASSOCIATION'S
OBLIGATION TO PROVIDE ADEQUATE PROOF OF PARTICIPATION. NAR SHALL MONITOR STATE
ASSOCIATION PARTICIPATION PRIMARILY THROUGH THE REALTOR® PARTY RESPONSE REPORTS. IF THERE
ARE SIGNS OF INSUFFICIENT PARTICIPATION, NAR SHALL INVESTIGATE AND ENCOURAGE COMPLIANCE. THE
STATE ASSOCIATIONS SHALL MONITOR LOCAL ASSOCIATION PARTICIPATION PRIMARILY THROUGH THE
REALTOR® PARTY RESPONSE REPORTS. IF THERE ARE SIGNS OF INSUFFICIENT PARTICIPATION, THE STATE
ASSOCIATION SHALL INVESTIGATE AND ENCOURAGE COMPLIANCE.ADVOCACY CONTINUED
• D. EACH LOCAL ASSOCIATION SHALL DEMONSTRATE PARTICIPATION (IF APPLICABLE) IN
STATE CALLS FOR ACTION (E.G., PROMOTION THROUGH WEBSITES, NEWSLETTERS,
OFFICE VISITS, ETC.). IT IS THE LOCAL ASSOCIATION'S OBLIGATION TO PROVIDE
ADEQUATE PROOF OF PARTICIPATION.
• E. IN ADDITION TO THE REQUIREMENTS ESTABLISHED IN SUBSECTIONS A-D, EACH
ASSOCIATION MUST SUPPORT THE REALTOR® PARTY'S "VOTE-ACT-INVEST" GOALS, AND
MUST ANNUALLY CONDUCT AT LEAST TWO INITIATIVES OR ACTIVITIES FURTHERING OR
SUPPORTING EACH OF THOSE THREE GOALS RESPECTIVELY. COMMERCIAL OVERLAY
BOARDS MUST CONDUCT AT LEAST ONE VOTE AND ACT INITIATIVE AND TWO INVEST
INITIATIVES ANNUALLY. EXAMPLES OF INITIATIVES AND ACTIVITIES SATISFYING THIS
REQUIREMENT ARE AVAILABLE ON NAR'S ONLINE COMPLIANCE TOOL AND IN THE CORE
STANDARDS FREQUENTLY ASKED QUESTIONS ("FAQS") AND IN THE REALTOR® PARTY
RESOURCE GUIDE.CORE STANDARDS
CONSUMER OUTREACH
III. CONSUMER OUTREACH
• EVERY ASSOCIATION WILL DEMONSTRATE ENGAGEMENT IN AT LEAST FOUR MEANINGFUL CONSUMER ENGAGEMENT
ACTIVITIES ANNUALLY, INCLUDING AT LEAST TWO ACTIVITIES DEMONSTRATING HOW THE ASSOCIATION IS THE "VOICE FOR
REAL ESTATE" IN ITS MARKET, AND AT LEAST TWO ACTIVITIES DEMONSTRATING THE ASSOCIATION'S INVOLVEMENT AND/OR
INVESTMENT IN THE COMMUNITY.
• TO MEET THIS FOUR ACTIVITY PER YEAR REQUIREMENT, EACH ASSOCIATION MUST EXECUTE A MINIMUM OF TWO "BEING THE
'VOICE FOR REAL ESTATE' " ACTIVITIES AND TWO "COMMUNITY INVOLVEMENT AND INVESTMENT" ACTIVITIES DURING THE
YEAR. IT WILL NOT BE ENOUGH, FOR EXAMPLE, FOR AN ASSOCIATION TO ENGAGE IN THE SAME ACTIVITY 4 TIMES EACH YEAR
NOR WILL FINANCIAL SUPPORT OF A CHARITABLE ORGANIZATION ALONE BE CONSIDERED TO HAVE MET THIS MANDATORY
CORE STANDARD. ADDITIONALLY, ANY ONE ACTIVITY CAN ONLY BE QUANTIFIED IN ONE CATEGORY.
• BEING THE "VOICE FOR REAL ESTATE" -- PROMOTING MARKET STATISTICS AND/OR REAL ESTATE TRENDS AND ISSUES (E.G.,
RELEASE THROUGH PRESS RELEASES, INTERVIEWS, ETC. OF MLS STATISTICS, LOCAL MARKET STATISTICS, NAR RESEARCH
REPORTS, LOCAL/STATE ANALYSIS OF NAR STATISTICS, ETC.)
• COMMUNITY INVOLVEMENT AND INVESTMENT -- PROMOTING THE VALUE PROPOSITION OF USING A REALTOR® AND/OR
ENGAGING IN COMMUNITY ACTIVITIES WHICH ENHANCE THE IMAGE OF THE REALTOR®, SUCH AS ORGANIZING HUMAN
RESOURCES (E.G., PARTICIPATING IN A HABITAT FOR HUMANITY BUILD) OR CONDUCTING FUNDRAISING ACTIVITIES TO BENEFIT
LOCAL COMMUNITY OR CHARITABLE ORGANIZATIONS.CORE STANDARDS
UNIFICATION EFFORTS AND SUPPORT
OF THE REALTOR ORGANIZATION
IV. UNIFICATION EFFORTS AND SUPPORT OF THE REALTOR® ORGANIZATION
• A. EVERY ASSOCIATION WILL MAINTAIN, HAVE ACCESS TO OR WILL HAVE LEGAL COUNSEL AVAILABLE.
• B. ASSOCIATIONS SHALL ADOPT AND MAINTAIN CORPORATE DOCUMENTS, POLICIES AND PROCEDURES THAT CONFORM TO LOCAL, STATE
AND FEDERAL LAWS. ASSOCIATIONS WILL TIMELY FILE LEGALLY REQUIRED REPORTS AND DOCUMENTS (E.G., CORPORATE RENEWAL
DOCUMENTS, STATE AND FEDERAL TAX RETURNS, ETC.).
• C. EVERY ASSOCIATION SHALL ANNUALLY CERTIFY THAT ITS BOARD OF DIRECTORS HAS REVIEWED AND DISCUSSED THE ASSOCIATION'S
BUSINESS OR STRATEGIC PLAN, THAT THE PLAN INCLUDES AN ADVOCACY COMPONENT AND A CONSUMER OUTREACH COMPONENT, AND
THAT THOSE COMPONENTS HAVE ACTIONABLE IMPLEMENTATION STRATEGIES.
• D. LOCAL AND STATE ASSOCIATION CHIEF STAFF MUST COMPLETE AT LEAST SIX HOURS OF REALTOR® ASSOCIATION PROFESSIONAL
DEVELOPMENT ON AN ANNUAL BASIS. IN ASSOCIATIONS WITHOUT PAID/SALARIED STAFF, THIS REQUIREMENT IS APPLICABLE TO THE
INDIVIDUAL PRIMARILY RESPONSIBLE FOR PERFORMING THE FUNCTIONS ORDINARILY CARRIED OUT BY PAID STAFF IN OTHER
ASSOCIATIONS.
• E. EACH STATE INDIVIDUALLY OR IN COOPERATION WITH ANOTHER STATE ASSOCIATION MUST ANNUALLY PROVIDE AT LEAST SIX HOURS
OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR LOCAL ASSOCIATION EXECUTIVES.
• F. ASSOCIATIONS WILL PROMOTE TO THEIR MEMBERS THE IMPORTANCE OF PARTICIPATING IN ANY NAR–CONDUCTED EFFORT TO ASSESS
MEMBER UNDERSTANDING OF THE OVERALL VALUE PROVIDED BY ASSOCIATIONS AT ALL THREE LEVELS OF THE REALTOR® ORGANIZATION.
• G. LICENSEES IN LIMITED FUNCTION REFERRAL ORGANIZATIONS (LFRO) SHALL BE IDENTIFIED BY THE LOCAL AND/OR STATE ASSOCIATIONS
FOR THE PURPOSE OF INVITING THEIR PARTICIPATION IN POLITICAL ADVOCACY (E.G., PAF AND CALLS FOR ACTION).UNIFICATION EFFORTS AND SUPPORT
OF THE REALTOR ORGANIZATION
• H. TO ENSURE PROPER DUES REPORTING AND COLLECTION, EVERY STATE ASSOCIATION WILL PROVIDE TO
EACH LOCAL ASSOCIATION A COMPARATIVE LIST OF NON–MEMBER LICENSEES TO THE STATE MEMBERSHIP
RECORDS, AT LEAST SEMI-ANNUALLY.
• I. ASSOCIATIONS MUST ANNUALLY OFFER, PROMOTE, OR PROVIDE AT LEAST ONE PROFESSIONAL
DEVELOPMENT OPPORTUNITY FOR THEIR MEMBERS.
• J. ASSOCIATIONS MUST ANNUALLY CERTIFY THEY HAVE CONDUCTED OR PROMOTED A REALTOR®
SAFETY ACTIVITY.
• K. ASSOCIATIONS WILL ANNUALLY PROVIDE RESOURCES FOR OR ACCESS TO LEADERSHIP DEVELOPMENT
EDUCATION AND/OR TRAINING FOR THEIR ELECTED REALTOR® LEADERS, AND WILL DOCUMENT THE
TRAINING, TOOLS, PROGRAMS, AND RESOURCES THEY OFFER OR PROVIDE ACCESS TO.
• L. ASSOCIATIONS WITH PAID STAFF MUST ADOPT POLICIES AND PROCEDURES FOR CONDUCTING ANNUAL
PERFORMANCE REVIEWS OF THEIR CHIEF PAID STAFF, AND MUST ANNUALLY CERTIFY THAT A PERFORMANCE
REVIEW FOR THEIR CHIEF PAID STAFF HAS BEEN CONDUCTED.CORE STANDARDS
TECHNOLOGY
V. TECHNOLOGY
• A. EVERY ASSOCIATION MUST HAVE AN INTERACTIVE WEBSITE (DEFINED
AS THE ABILITY TO MOVE BETWEEN WEBSITES AND CREATE ACTIVE
LINKS), POST ACCESS TO PROFESSIONAL STANDARDS AND ARBITRATION
FILING PROCESSES ON THE WEBSITE AND CREATE A LINK TO THE
WEBSITES OF THE OTHER LEVELS OF THE ASSOCIATION FOR PROMOTION
OF MEMBER PROGRAMS, PRODUCTS AND SERVICES.
• B. EVERY ASSOCIATION MUST UTILIZE AN EMAIL AND/OR INTERNET BASED
MEANS FOR MEMBER COMMUNICATION.CORE STANDARDS
FINANCIAL SOLVENCY
VI. FINANCIAL SOLVENCY
• A. EVERY ASSOCIATION MUST ADOPT POLICIES TO ENSURE THE FISCAL INTEGRITY OF THEIR FINANCIAL
OPERATIONS.
• B. ALL ASSOCIATIONS, STATE OR LOCAL, WITH REVENUE OF $50,000 OR MORE MUST ANNUALLY SUBMIT A
REPORT FROM A CPA WHICH INCLUDES EITHER AN AUDIT OPINION OR AN ACCOUNTANT'S REVIEW
REPORT. FOR THOSE ASSOCIATIONS WITH ANNUAL REVENUES OF LESS THAN $50,000 (INCLUDING MLS-
GENERATED REVENUE AND REVENUE FROM OTHER BUSINESS SUBSIDIARIES), A COMPILATION REPORT
PREPARED BY A CPA WILL BE ACCEPTABLE. THESE THRESHOLDS APPLY TO ALL ASSOCIATIONS WHETHER TAX
EXEMPT OR FOR PROFIT. IT WILL BE LEFT TO THE DISCRETION OF EACH ASSOCIATION AS TO THE
FREQUENCY OF AN AUDIT VERSUS A REVIEW, RECOGNIZING THAT THE COSTS OF EACH TYPE OF
ENGAGEMENT VARY GREATLY.
• C. ANY ASSOCIATION CONSIDERING BANKRUPTCY MUST FIRST OBTAIN NAR'S CONSENT TO FILE FOR
BANKRUPTCY. TO THE EXTENT PERMITTED BY LAW, ANY ASSOCIATION THAT DECLARES BANKRUPTCY WILL BE
SUBJECT TO AUTOMATIC CHARTER REVIEW.NAR CORE STANDARDS
May 2014
CERTIFICATION
Organizational Alignment
Governing Documents
Legal Status
Dues Collection
Administrative Support
Communication Process
Orientation
Enforcement of the Code of Ethics
Advocacy
Consumer Outreach
Unification Efforts and Support of REALTOR® Organization
Technology
Financial Solvency
June 2015 - Certified
April 2016 - Certified
June 2016 – December 2017 Certified
January 2018 – December 2018 Certified
January 2019 – December 2019 Certified
January 2020 – December 2020 CertifiedJEFFERY ROGERS
EXECUTIVE BUSINESS COACHING
Thinking Strategically, Leadership
Deliverables and Shaping Culture and
Organizational Change
www.jeffrogerscoach.comYou can also read
