Ethics Disclosure Statement

In order to be comprehensive, this statement of disclosure/questionnaire also requires you to provide information with respect to any individual, immediate family, or any party, group, or organization to which you have allegiance.

Please note that this form cannot be saved. We recommend saving your responses in a separate Word document to ensure they are not lost in case of any technical issues. Thank you for your understanding.

If you are a member of multiple Foundation groups, you do not need to complete this multiple times. Please just indicate this in your form.

First Name

Last Name

Email Address

Capacity

Staff, Trustees, and AQB/ASB Members should select the corresponding selection.

Council members (CARE, IAC, TAFAC) should choose option 4 (Designated representative...)

All other persons (listed below) should choose option 5 (Member ....not otherwise specified.)

CAP Reviewers and QCs
BVRP
PPRP
BVTF
DEI Committee Public Members
BVRP External Valuation Advisory Members
USPAP Instructor Group (UIG)
AQB SMEs for Exam and Job Analysis

Foundation Staff

Trustee

AQB/ASB Member

Designated representative of the organizations, agencies, and the like that are members of any committee, subcommittee, task force, etc., of the Foundation.

Member of a board, committee, subcommittee, task force, etc. of the Foundation, not otherwise specified.

Below are the questions located in Appendix A: Ethics Disclosure Statement within the Code. These questions are written in bold.

Below the bold text in some questions, there is italicized "Help Text." This text is not part of the Code and is offered solely as guidance to the individual in providing the Foundation with their response to the question.

Have you, or any person in your immediate family, or any party, group, or organization to which you have allegiance to, provided services or property to the Foundation in the past year?

Help Text: You do not need to include services you personally provided if they are the reason you are completing this form (e.g., as a CAP reviewer, AQB subject matter expert, etc.). Please disclose any other services or property contributions, whether compensated or voluntary.

Yes

Have you, or any person in your immediate family, or any party, group, or organization to which you have allegiance to, purchased services or property from the Foundation in the past year?

Help Text: Purchases of standard publications or resources, such as the USPAP, do not count as purchasing services or property and do not need to be included.

Yes

Have you, or any person in your immediate family, or any party, group, or organization to which you have allegiance to, had any direct or indirect interest in any business transaction(s) in the past year to which the Foundation was or is a party?

Yes

Were you, or any person in your immediate family, or any party, group, or organization to which you have allegiance to, indebted to pay money to the Foundation at any time in the past year (other than travel advances or the like)?

Yes

In the past year, did you, any person in your immediate family, or any party, group, or organization to which you have allegiance to, become entitled to receive, directly or indirectly, any personal benefits from the Foundation or as a result of your relationship with the Foundation, that in the aggregate could be valued in excess of $1,000, that were not or will not be compensation directly related to your duties to the Foundation?

Help Text: Note that this does not include compensation for which you are completing this form (e.g., as a CAP reviewer, AQB subject matter expert, etc.)

Yes

Are you, or any person in your immediate family, or any party, group, or organization to which you have allegiance to, a party to or have an interest in any pending legal proceedings involving the Foundation?

Yes

Are you aware of any other events, transactions, arrangements or other situations that have occurred or may occur in the future that you believe should be examined by the Foundation in accordance with the terms and intent of the Foundation’s Code?

Help Text:

Please answer yes if any of the following applies to you:

Service on an US-based professional appraisal or appraisal-related association/entity (e.g., as an officer or as a chair of a course development committee)

Any relationship (either self or other) with any organization in a business relationship with the Foundation (e.g., McKissock, PSI, BrightKey)

Any relationship (either self or other) with an appraisal education provider, including the development or teaching of courses.

Service as a board member, staff member, consultant, or contractor for a state appraiser regulatory agency, FFIEC, ASC, or AARO.

Yes

For the purpose of this application, checking the below boxes are equivalent to providing your electronic signature.

The information contained in this form is complete and accurate to the best of my knowledge, and I acknowledge my continuing obligation to update my disclosure when there is a significant change in my personal or financial interests creating potential actual or perceived conflicts.

I agree that if I become aware of any information that might indicate that this disclosure is inaccurate or that I have not complied with this policy, I will notify the Foundation immediately.

Except as otherwise indicated on the EDS and any attachments, as applicable, I hereby state that neither I nor any immediate family member has any conflict of interest, financial or otherwise that may be seen as competing with the interests of the Foundation. Also, neither I nor any immediate family members benefit from any action, policy or transaction made by the Foundation in a manner that has not been previously disclosed.

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