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HomeSubject AreaAssociation ExecutivesCore Requirements Certification Greatest Practices for State Associations

Core Requirements Certification Greatest Practices for State Associations

The next greatest practices are based mostly on suggestions from the 2022 Core Requirements attraction listening to panels and had been delivered on the State AE Discussion board in the course of the 2022 REALTORS® Legislative Conferences.


The next sanctions had been added in 2022, so lack of constitution is just not the one consequence of noncompliance.

  • Require that Core Requirements coaching be carried out inside 30 days of the listening to.
  • Deny alternatives for NAR grants which are pending approval.
  • Impose probationary standing for one yr.
  • Require the affiliation develop a plan for merger, consolidation or dissolution previous to the top of the cycle.
  • Publish affiliation’s identify in NAR communication channels (e.g., The Hub, AE INS).
  • Advocate constitution revocation to the NAR Board of Administrators.

Deadline Date

December 31 is a tough deadline.

  • Some states impose an earlier deadline, and this may get rid of conflicts with the vacation season.
  • Make certain state affiliation employees is offered over the past weeks previous to the deadline to keep away from processing delays.
  • Guarantee that there’s back-up for workers, as some associations have restricted employees availability in the course of the vacation season.
  • Whereas native/industrial associations can’t entry the shape after the December 31 deadline, states can contact NAR and make a particular request for added entry.

Educate and Inform Volunteer Management

You will need to inform volunteer leaders of the Core Requirements.

  • Make certain native/industrial affiliation Presidents and Presidents-elect perceive that their position is to assist the employees within the Core Requirements compliance course of, and if there’s an AE emptiness, it’s their duty to make sure compliance.
  • Embody an outline of Core Requirements in new AE orientation classes and make certain AEs know they should orient and contain their volunteer leaders within the course of.
  • Embody an outline of Core Requirements in management orientation applications.
  • Direct volunteer leaders to NAR’s new on-line course, An Introduction to NAR’s Core Requirements, developed particularly for volunteer leaders.

Audit, Evaluate, Compilation

Make certain volunteer leaders perceive the significance of this commonplace.

  • Associations have to plan forward for this “look again” on the affiliation’s monetary image.
  • Associations want to succeed in out to their CPA early and never wait till the top of the yr to request an audit. Associations have to get on the CPA’s schedule early within the yr in an effort to meet the year-end deadline.

State Affiliation Help

States can help their native associations within the certification course of.

  • Some state associations ask their native associations to not submit their certification type till the state has had a possibility to evaluate it and get again to them with areas which will require additional consideration.
  • All year long remind native associations of alternatives that may be utilized towards Core Requirements and encourage them to add the actions as they come up, reasonably than wait till the top of the yr.

Tricks to Share With Native Associations, Notably Staffs of One

Whereas most AEs know and perceive Core Requirements, there’s at all times turnover within the ranks and states should be certain new AEs and AEs from smaller associations are at all times apprised. Make certain they know the next:

  • Educate and inform the management crew to allow them to assist the employees crew as they work towards compliance annually.
  • Within the absence of employees, volunteer leaders are accountable for making certain that the affiliation’s Core Requirements Certification Kind is submitted by the annual deadline.
  • Each AE wants a back-up for Core Requirements. If they’re the one employees, then the affiliation President must assume that position.

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