staff reports august

Staff Reports for August 2020

Sept - 19 Oct - 19 Nov - 19 Dec - 19 Jan - 20 Feb - 20 Mar - 20 Apr - 20 May - 20 June - 20 July - 20 Aug - 20 TotalsTotal Calls Presented 16,256 18,101 12,042 14,632 21,593 16,457 14,774 10,389 13,141 16,653 22,386 20,706 197,130

Agency Handled 15,397 17,194 11,708 14,107 20,428 15,705 13,996 10,101 12,984 16,197 21,552 19,977 189,346Calls Handled Initially 14,675 16,563 11,805 13,421 19,347 15,246 13,504 10,086 12,929 16,003 21,019 19,324 183,922

Calls Handled by Courtesy Callback 630 580 195 622 973 422 451 11 50 180 466 552 5,132

% of Calls handled by Courtesy Callback 4.09% 3.37% 1.62% 4.25% 4.51% 2.56% 3.05% 0.11% 0.38% 1.08% 2.08% 2.67% 2.48%

Calls Re-Directed for Assistance 92 51 42 64 108 37 41 4 5 14 67 101 626

Calls Abandoned 859 907 289 524 1,165 752 747 284 157 456 834 729 7,703% of Abandoned Calls 5.28% 5.01% 2.40% 3.58% 5.40% 4.57% 5.06% 2.73% 1.19% 2.74% 3.73% 3.52% 3.77%Average Handle Time 5:55 5:45 5:35 5:39 5:12 5:36 5:32 6:11 5:54 5:58 5:52 5:56 5:45

Average Hold Time 1:55 1:42 0:54 2:07 2:16 2:14 1:33 0:11 0:19 0:45 1:20 1:43 1:24

Incoming Calls

Customer Relations Division

0

5,000

10,000

15,000

20,000

25,000

Sept - 19 Oct - 19 Nov - 19 Dec - 19 Jan - 20 Feb - 20 Mar - 20 Apr - 20 May - 20 June - 20 July - 20 Aug - 20

Calls Presented, Handled, and Abandoned

Total Calls Presented Agency Handled Calls Abandoned

1:55 1:42

0:54

2:072:16 2:14

1:33

0:11 0:19

0:45

1:20

1:43

0:00

0:28

0:57

1:26

1:55

2:24

Sept - 19 Oct - 19 Nov - 19 Dec - 19 Jan - 20 Feb - 20 Mar - 20 Apr - 20 May - 20 June - 20 July - 20 Aug - 20

Average Hold Time

Average Hold Time

Sept - 19 Oct - 19 Nov - 19 Dec - 19 Jan - 20 Feb - 20 Mar - 20 Apr - 20 May - 20 June - 20 July - 20 Aug - 20FYTD Total

2019Licensing 64 75 71 103 95 109 34 551

Education 2 0 4 0 2 1 5 14Inspector 1 3 1 3 7 3 1 19

Enforcement 1 0 1 1 3 0 0 6TALCB Lic 1 2 4 1 2 1 1 12

TALCB Enf 0 0 0 0 0 1 0 1Total 69 80 81 108 109 115 41 603

Sept - 19 Oct - 19 Nov - 19 Dec - 19 Jan - 20 Feb - 20 Mar - 20 Apr - 20 May - 20 June - 20 July - 20 Aug - 20FYTD Total

2019Licensing 2,916 3,090 2,118 3,004 4,255 3,556 3,369 3,463 3,181 3,796 5,560 4,819 43,127

Education 44 29 48 33 49 27 57 56 57 37 43 34 514Inspector 38 51 30 41 103 69 57 62 44 79 104 102 780

Enforcement 87 78 86 76 91 86 139 102 118 146 161 121 1,291TALCB Lic 141 84 75 112 196 179 153 120 91 170 214 203 1,738

TALCB Enf 11 11 7 21 16 9 6 14 7 14 23 8 147Total 3,237 3,343 2,364 3,287 4,710 3,926 3,781 3,817 3,498 4,242 6,105 5,287 47,597

Respond in 2 bus days 3,220 3,341 2,364 3,287 4,709 3,926 3,781 3,817 3,498 4,242 6,105 5,287 47,577% handled in 2 days 99.47% 99.94% 100.00% 100.00% 99.98% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 100.00% 99.96%% handled in 1 day 82.60% 84.36% 93.63% 99.97% 100.00% 98.89% 98.60% 96.50% 94.32%

Total Calls Presented

Agency Handled

Calls Handled Initially

Calls Handled by Courtesy Callback

Calls Re-Directed for Assistance

Calls Abandoned

Hold Times

% of Abandoned Calls

% of Callbacks

% of all calls

Walk Ins

Emails

TALCB and TREC Call Comparisons

Texas Real Estate Commission (TREC) has temporarily closed lobby access to members of

the public.

June, 2020 July, 2020 August, 2020TALCB Calls(Option 1)

TREC Calls(Options 2,3,5,&6)

TALCB Calls(Option 1)


TALCB Calls(Option 1)


19,124

1,179 15,018 1,590 19,961 1,499 18,477

1,235 15,418 1,682 20,704 1,582

17,873

11 169 33 433 45 507

1,168 14,835 1,551 19,468 1,450

97

56 400 91 743 82 647

0 14 6 60 4

1:44

0.89% 1.10% 1.96% 2.09% 2.84% 2.65%

0:44 0:46 1:21 1:20 1:38

4.53% 2.59% 5.41% 3.59% 5.18% 3.38%

92.36%7.42% 92.58% 7.51% 92.49% 7.24%

Sep‐19 Oct‐19 Nov‐19 Dec‐19 Jan‐20 Feb‐20 Mar‐20 Apr‐20 May‐20 Jun‐20 Jul‐20 Aug‐20 YTD

Applications Received Initial ACE Provider 5 0 0 1 1 3 2 0 0 0 0 0 12

Initial ACE Elective Course 16 40 25 30 17 16 16 18 10 4 10 21 223Classroom Delivery 9 18 18 10 12 5 7 6 9 4 2 11 111

Online Delivery 7 22 7 20 5 11 9 12 1 0 8 10 112Renewal ACE Elective Course 0 0 0 1 2 5 1 11 3 5 11 8 47

Classroom Delivery 0 0 0 0 0 3 0 4 2 1 5 3 18Online Delivery 0 0 0 1 2 2 1 7 1 4 6 5 29

Qualifying Course Acceptance 0 8 0 11 16 6 2 2 5 5 23 5 83Classroom Delivery 0 3 0 6 16 2 1 2 4 2 20 3 59

Online Delivery 0 5 0 5 0 4 1 0 1 3 3 2 24

Total Applications Received 21 48 25 43 36 30 21 31 18 14 44 34 365

Sep‐19 Oct‐19 Nov‐19 Dec‐19 Jan‐20 Feb‐20 Mar‐20 Apr‐20 May‐20 Jun‐20 Jul‐20 Aug‐20 YTD

Applications Approved Initial ACE Provider 4 5 0 2 1 2 2 1 0 1 0 0 18

Initial ACE Elective Course 16 38 19 37 31 12 14 8 7 15 7 18 222Classroom Delivery 16 26 9 14 17 5 9 2 7 13 1 9 128

Online Delivery 0 12 10 23 14 7 5 6 0 2 6 9 94Renewal ACE Elective Course 0 0 0 0 2 4 2 2 11 7 6 13 47

Classroom Delivery 0 0 0 0 0 3 0 2 3 4 0 7 19Online Delivery 0 0 0 0 2 1 2 0 8 3 6 6 28

Qualifying Course Acceptance 0 10 0 10 17 7 2 5 12 4 1 6 74Classroom Delivery 0 4 0 6 16 2 1 4 7 2 0 4 46

Online Delivery 0 6 0 4 1 5 1 1 5 2 1 2 28

Total Applications Approved 20 53 19 49 51 25 20 16 30 27 14 37 361

Education & Examination ServicesTALCB Provider and Course Applications

Fiscal Year 2020

FISCAL END OF TOTAL G.R.L. TRAINEE TOTALYEAR MONTH GENERAL RESIDENTIAL LICENSE G.R.L. CHANGE TRAINEE CHANGE TOTAL CHANGE

2013 Aug13 2,367 2,371 470 5,208 724 5,932

2014 Aug14 2,386 2,405 453 5,244 36 760 36 6,004 72

2015 Aug 15 2,408 2,415 434 5,257 13 779 19 6,036 32

2016 Aug16 2,426 2,425 416 5,267 10 789 10 6,056 20

2017 Aug17 2,398 2,407 423 5,228 ‐39 868 79 6,096 40

2018 Aug18 2,384 2,394 435 5,213 ‐15 938 70 6,151 55

2019 Sep18 2,385 2,395 436 5,216 3 956 18 6,172 21Oct18 2,384 2,401 437 5,222 6 971 15 6,193 21Nov18 2,386 2,405 436 5,227 5 980 9 6,207 14Dec18 2,382 2,412 440 5,234 7 976 ‐4 6,210 3Jan19 2,381 2,406 443 5,230 ‐4 997 21 6,227 17Feb19 2,382 2,415 444 5,241 11 1,014 17 6,255 28Mar19 2,384 2,423 441 5,248 7 1,010 ‐4 6,258 3Apr19 2,378 2,421 435 5,234 ‐14 1,018 8 6,252 ‐6May19 2,375 2,422 435 5,232 ‐2 1,032 14 6,264 12Jun19 2,370 2,414 433 5,217 ‐15 1,031 ‐1 6,248 ‐16Jul19 2,362 2,408 428 5,198 ‐19 1,035 4 6,233 ‐15Aug19 2,366 2,412 430 5,208 10 1,029 ‐6 6,237 4

2020 Sep19 2,371 2,411 430 5,212 4 1,040 11 6,252 15Oct19 2,384 2,414 432 5,230 18 1,055 15 6,285 33Nov19 2,388 2,416 435 5,239 9 1,049 ‐6 6,288 3Dec19 2,390 2,418 437 5,245 6 1,046 ‐3 6,291 3Jan20 2,384 2,409 435 5,228 ‐17 1,044 ‐2 6,272 ‐19Feb20 2,380 2,409 433 5,222 ‐6 1,046 2 6,268 ‐4Mar20 2,381 2,409 430 5,220 ‐2 1,059 13 6,279 11Apr20 2,391 2,420 434 5,245 25 1,085 26 6,330 51May20 2,398 2,430 438 5,266 21 1,099 14 6,365 35Jun20 2,408 2,440 444 5,292 26 1,113 14 6,405 40Jul20 2,417 2,453 444 5,314 22 1,127 14 6,441 36Aug20 2,371 2,426 421 5,218 ‐96 1,081 ‐46 6,299 ‐142

GENERAL RESIDENTIAL LICENSE TOTAL TRAINEE TOTAL42 50 19 111 109 220

70

6,731

TEXAS APPRAISER LICENSING AND CERTIFICATION BOARDACTIVE CERTIFICATIONS AND LICENSES

Out‐of‐State Temporary Registrations:

Total All License Holders:

Inactive Appraisers

Aug 2020

August 2020

FISCAL Total Total AMC Total AMC YEAR MONTH Apps Received Registrations Issued Renewals Issued

2014 ‐ Total 12 13 138

2015 ‐ Total 16 15 17

2016 ‐ Total 10 11 128

2017 ‐ Total 16 15 21

2018 ‐ Total 12 12 121

2019 Sep 18 1 0 1Oct 18 2 3 4Nov 18 1 1 0Dec 18 0 1 2Jan 19 0 0 1Feb 19 2 0 1Mar 19 0 1 1Apr 19 0 1 2May 19 0 0 4Jun 19 2 1 3Jul 19 0 1 5Aug 19 0 0 1

2019 ‐ Total 8 9 25

2020 Sept 19 2 2 3Oct 19 1 0 5Nov 19 5 3 2Dec 19 2 4 2Jan 20 0 1 1Feb 20 1 1 8Mar 20 0 0 1Apr 20 0 0 9May 20 0 0 26Jun 20 2 1 17Jul 20 0 1 30Aug 20 1 1 3

281‐66‐13‐30‐3‐6

163

TEXAS APPRAISER LICENSING AND CERTIFICATION BOARD

Registrations issued from March 2012 to August 2020Registrations Expired > 6 months as of August 2020Registrations Expired < 6 months as of August 2020Registrations Surrendered

APPRAISAL MANAGEMENT COMPANY REGISTRATIONSAugust 2020

Registrations RevokedRegistrations Re‐Issued > 6 months after expiration date

TOTAL AMC REGISTRATIONS ‐ August 2020

Variance Percent131 136 5 3.82%152 168 16 10.53%91 112 21 23.08%

380 509 129 33.95%237 196 ‐41 ‐17.30%

Total Original Applications 991 1121 130 13.12%

Variance Count

% Renewed FY20

1,309 762 ‐547 76.28%1,186 918 ‐268 82.48%236 115 ‐121 56.10%485 198 ‐287 40.16%

Licensing Division ‐ TALCBApplications Received and Renewal Activity

August

Original Applications Received Sep 2018 ‐ Aug 2019 Sep 2019 ‐ Aug 2020

Fiscal Year 2020 ‐ Year‐to‐Date Comparison

Sep 2018 ‐ Aug 2019 Sep 2019 ‐ Aug 2020

Certified General Applications Certified Residential Applications Licensed Residential Applications Appraiser Trainee Applications Non‐Residential Temporary Applications

Certified General RenewalsCertified Residential RenewalsLicensed Residential RenewalsAppraiser Trainee Renewals

Renewal ActivityVariance Percent‐41.79%‐22.60%‐51.27%‐59.18%

Licensing Division Fiscal Year Comparison

Sep 19 Oct 19 Nov 19 Dec 19 Jan 20 Feb 20 Mar 20 Apr 20 May 20 Jun 20 Jul 20 Aug 20 Sep 20Certified General Appraiser - - - 6.05 15.99 20.70 18.52 9.70 5.87 6.59 10.78 15.35 - Number of Applications Received 13 15 15 8 10 10 13 6 11Certified Residential Appraiser - - - 24.82 24.67 34.36 22.78 4.54 8.51 14.49 10.53 16.12 - Number of Applications Received 9 19 17 13 13 10 16 18 21Licensed Residential Appraiser - - - 29.44 38.29 32.37 27.52 5.44 9.60 24.02 18.32 13.10 - Number of Applications Received 9 7 5 10 13 13 11 10 12Appraiser Trainee - - - 21.16 26.01 16.24 18.27 4.27 6.79 12.96 16.00 16.97 - Number of Applications Received 31 40 35 50 40 40 51 69 67Temporary Non-Resident Appraiser - - - 3.31 4.14 2.02 0.88 3.05 1.49 1.76 1.47 1.84 - Number of Applications Received 21 23 15 10 8 9 13 11 24

Sep 19 Oct 19 Nov 19 Dec 19 Jan 20 Feb 20 Mar 20 Apr 20 May 20 Jun 20 Jul 20 Aug 20 Sep 20Appraisal Management Company - - - 6.61 14.32 n/a 7.00 n/a n/a 2.32 1.43 1.52 -

2 0 1 0 0 0 2 0 1

Licensing DivisionAverage Number of Calendar Days to Issue a License

August 2020Real Estate Appraiser Applications

Appraisal Management Company Applications

Licensing Division 13‐Month Comparison

Website FYTD TotalPrior FYTD

TotalTotal Pages Viewed 68,559 766,423 562,224Total Monthly Unique Visits 22,854 224,629 182,310

Online FYTD Online Prior FYTDOnline Transactions Total Online Percent Percent Percent

Applications 62 46 74.2% 66.2% 65.3%AMC 1 0 0.0% 53.3% 60.0%Certified General Appraiser 8 6 75.0% 31.6% 22.3%Certified Residential Appraiser 15 6 40.0% 53.7% 51.9%State Licensed Appraiser 4 4 100.0% 74.1% 69.2%Appraiser Trainee 34 30 88.2% 82.5% 85.8%

Renewals 255 235 92.2% 94.8% 93.9%AMC 3 3 100.0% 91.2% 96.2%Certified General Appraiser 96 89 92.7% 93.2% 92.1%Certified Residential Appraiser 96 92 95.8% 96.4% 96.5%State Licensed Appraiser 16 13 81.3% 93.8% 88.5%Appraiser Trainee 44 41 93.2% 95.8% 94.4%

AMC Panel Transactions 1046 1046 100.0% 100.0% 100.0%Additions 819 819 100.0% 100.0% 100.0%Removals 227 227 100.0% 100.0% 100.0%

Information & Technology Services Electronic Information Outlet Statistics I1 Report

Information Technology DivisionElectronic Information Outlet Statistics

August 2020

Current Month

Applications Aug '19 Sep '19 Oct '19 Nov '19 Dec '19 Jan '20 Feb '20 Mar '20 Apr '20 May '20 Jun '20 Jul '20 Aug '20AMC 100.0% 100.0% N/A 66.7% 75.0% 100.0% 0.0% 0.0% N/A N/A 0.0% 0.0% 0.0%Certified General Appraiser 27.3% 25.0% 8.3% 12.5% 37.5% 46.2% 33.3% 30.0% 14.3% 14.3% 53.3% 16.7% 75.0%Certified Residential Appraiser 63.6% 42.9% 28.6% 50.0% 37.5% 71.4% 55.6% 33.3% 88.9% 63.6% 50.0% 69.2% 40.0%State Licensed Appraiser 25.0% 75.0% 50.0% 54.5% 100.0% 0.0% 100.0% 100.0% 50.0% 66.7% 100.0% 100.0% 100.0%Appraiser Trainee 86.4% 85.3% 82.8% 78.3% 88.2% 90.0% 78.3% 77.4% 78.8% 82.4% 79.2% 80.0% 88.2%Total Utilization - Applications 70.4% 70.9% 55.6% 58.8% 69.0% 73.6% 65.2% 62.0% 69.8% 63.2% 68.4% 60.4% 74.2%

Renewals Aug '19 Sep '19 Oct '19 Nov '19 Dec '19 Jan '20 Feb '20 Mar '20 Apr '20 May '20 Jun '20 Jul '20 Aug '20AMC 93.8% 100.0% 100.0% 50.0% 50.0% 0.0% 100.0% 80.0% 100.0% 92.6% 94.4% 90.0% 100.0%Certified General Appraiser 90.5% 93.5% 96.1% 96.6% 91.0% 93.7% 87.0% 91.8% 90.0% 100.0% 93.5% 95.2% 92.7%Certified Residential Appraiser 96.9% 98.2% 94.4% 93.4% 95.8% 98.5% 87.0% 96.8% 98.2% 91.3% 97.4% 98.5% 95.8%State Licensed Appraiser 100.0% 83.3% 90.0% 100.0% 92.9% 94.1% 92.3% 100.0% 100.0% 100.0% 100.0% 100.0% 81.3%Appraiser Trainee 94.3% 95.2% 100.0% 100.0% 94.1% 100.0% 89.7% 100.0% 80.0% 85.7% 100.0% 100.0% 93.2%Total Utilization - Renewals 88.7% 95.2% 95.7% 95.4% 93.3% 96.0% 91.2% 95.0% 94.5% 93.5% 96.3% 97.0% 92.2%

Panel Management Tool Aug '19 Sep '19 Oct '19 Nov '19 Dec '19 Jan '20 Feb '20 Mar '20 Apr '20 May '20 Jun '20 Jul '20 Aug '20AMC Panel Invitations 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%AMC Panel Removals 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%Total Utilization - Panel Manageme 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0% 100.0%

Information & Technology Services Electronic Information Outlet Statistics I2 Report

August 2020

Information & Technology Services DivisionElectronic Information Outlet Statistics

30.0%40.0%50.0%60.0%70.0%80.0%

Aug '19 Sep '19 Oct '19 Nov '19 Dec '19 Jan '20 Feb '20 Mar '20 Apr '20 May '20 Jun '20 Jul '20 Aug '20

Utilization Online Application Services

Total Utilization - Applications

75.0%

85.0%

95.0%


Utilization Online Renewal Services

Total Utilization - Renewals

80.0%

85.0%

90.0%

95.0%

100.0%


Utilization Online Panel Management Tool

Total Utilization - Panel…

Financial Services Divisin Agency Budget Status Report S1 Report

Budget Budget % 0/12 =0%FY2020 Expenditures Balance Remaining Comments

Salaries & Wages $1,263,419 $1,163,588 $99,831 7.9%

Employee Benefits 366,190 358,438 $7,752 2.1%

Retiree Insurance 45,901 38,583 $7,318 15.9% overbudgeted in this expense category, avg $3,218 per month

Other Personnel Costs 26,398 37,295 ($10,897) -41.3% death benefit payment of $14K

Professional Fees & Services 234,873 158,512 $76,361 32.5%

unexpended budget for Versa Data Analytics, Versa Block of Time, Temporary employees, Citibank procurement purchases; Appraisal audits, Employee Assistance Program as of report date; pending legal services with OAG, SOAH. Versa Data Analytics, Neubus customization

Consumables 2,000 80 $1,920 96.0%

Utilities 2,236 380 $1,856 83.0%Remaining budget includes Continuing Education for 5 SES staff members budgeted in this category in error.

Travel 35,000 27,541 $7,459 21.3% unexpended budget for employees and Board members due to COVID-19 issue

Office Rent 32,368 20,312 $12,056 37.2% Office rent paid for the year

Equipment Rental 22,458 14,228 $8,230 36.6% unexpended budget for CPC lease agreement

Registration & Membership 9,625 5,367 $4,258 44.2% AARO Spring Conference cancelled.

Maintenance & Repairs 10,625 4,595 $6,030 56.8% unexpended budget for Versa Data Analytics Blocks of Time

Reproduction & Printing 1,600 144 $1,456 91.0% unexpended budget for copies, photos, business cards

Contract Services 31,811 6,302 $25,509 80.2%unexpended budget for court reporting, transcripts, subpoenas, imaging and storage

Postage 5,150 1,658 $3,492 67.8% monthly meter postage unexpended as of report date

Supplies & Equipment 8,368 3,399 $4,969 59.4% unexpended budget for chairs, monitors, computer software

Communication Services 42,659 39,877 $2,782 6.5%

budget for Nortex internet services $9,750 will not be expended in FY20 budget; no longer use carrier; unexpended budget for Co-Star online subscription

Other Operating Expenses 4,816 3,642 $1,174 24.4%unexpended budget for Attorney State bar dues; USPAP instructor certifications, witness fees, notary public

Subtotal -Operations Expenditures 2,145,497 1,883,943 261,554 12.2%

DPS Criminal History Background Checks 728 4,151 (3,423) -470.3%ITS used testing site and did not realize the agency was being charged for each search

Statewide Cost Allocation Plan (SWCAP) 26,449 34,579 (8,130) -30.7%

Contribution to General Revenue 22,500 22,500 0 0.0% Allocated monthly until August 2020

Subtotal - Nonoperational Expenditures 49,677 61,230 (11,553) -23.3%

Total Expenditures $2,195,174 $1,945,173 $250,001 11.4%

RevenueFY2020 Projected

Revenue Revenue Collected

Revenue Remaining to be

Collected

Revenue % Remaining to be

Collected Comments

License Fees $1,297,258 $1,274,713 $22,545 1.7%

AMCs 668,676 809,106 ($140,430) -21.0%

ACE Program Revenue 18,155 17,465 $690 3.8%

Examination fees 2,354 2,806 ($452) -19.2%

Other Miscellaneous Revenue 35,819 34,130 $1,689 4.7%

Total Revenue $2,022,262 $2,138,220 ($115,958) -5.7%

$425,000 425,000 $0 0.0%

Forward Allocated Amount

Allocated

Remaining AMC Revenue Carry Forward from FY20 to FY21 ($247,626) ($247,626) $0 0.0% Allocated monthly until August 2020

Revenue Over/(Under) Expenditures & Transfers $4,462 $370,421 ($365,959) Includes AMC Carry Forward from FY20 to FY21

Expenditure Category

Reallocation to supplement increased expenses

Financial Services DivisionTALCB Budget Status Report

August 2020

Financial Services Division TALCB Operating Account Investments S1A Report

Beginning EndingPurchase Par Purchase Market Additions Market Accrued Maturity

Date Value Price Value Changes Value Interest Description Date

09/16/2019 871,000.00 866,948.96 873,551.76 (2,007.38) 871,544.38 5,532.51 U.S. T-Notes, 1.380% 09/15/202006/17/2020 314,000.00 321,623.19 321,432.97 321,432.97 320,194.14 1,756.60 U.S. T-Notes, 2.625 06/15/2021

Totals $ 1,185,000.00 $ 1,188,572.15 $ 1,194,984.73 $ 319,425.59 $ 1,191,738.52 $ 7,289.11

Beginning Current CumulativeBalance Month Totals

Beginning Cash Available Balance $ 684,042.11

Current Month Receipts $ 459,617.68

Current Month Disbursements $ (64,936.56) Total Cash $ 1,078,723.23Investment Ending Market Value 1,191,738.52Total Account Balance 2,270,461.75Customer Service Reserve (591,776.00)Ending Balance Available for Operations $ 1,678,685.75

Investment Compliance: These investments have been made in compliance with the Board's Investment Policy.

Ranada Williams, Investment Officer Melissa Huerta, Alternate Investment Officer Oretha Trice, Alternate Investment Officer

Financial Services DivisionTx Appraiser Licensing & Certification Board Operating Account No. 3056 Investments

Holdings ReportAugust 2020

Monthly Activity

45 Days Faster

Residential Audit Turnaround

Compared to FY’19

$704.78

$191.01

$189.31

$186.5494 Days Faster

Commercial Audit Turnaround

Compared to FY’19

Compared to FY’19

Compared to FY’19

Compared to FY’19

33 Days Faster

Complaint Resolution

Compared to FY’19

Enforcement DivisionCurrent August 31, 2020

Compared to FY’19

FY2020

FY20 Incoming Complaints

Breakdown by Classification Breakdown by License Breakdown by Source

Complaints186 Respondents2093%

License holders received a complaint

FY2020

100% of Complaints from Audits are High Risk

Audit 22%

Another Complaint 6%

Consumer 11%State Regulator/GSE 58%Mortgage Lender 3%

Certified Residential62%

Certified General

23% AMC2%

Licensed Residential

7%Trainee

2%Unlicensed

4%AMC1%

Covert1%

Ethics6%

Laws & Rules1%

No Jurisdiction16%

Unlicensed Activity

2%

USPAP73%

Staff Initiated 17%

Public83%

Complaint Resolution

FY20 Complaint Outcome FY20 Dismissal Breakdown

231 Complaint Resolved

160 Average turnaround time (days)

FY2020

100%

Complaints Litigated

Success Rate

6Agreed Final Orders & Vol

Surrenders 56 (28%)

Default Final Order

31 (16%)

Dismissals 113 (56%)

FY19 Complaint Outcome

Contingent Dismissal (39)

Standard Dismissal (74)

Dismissal with Warning (36)

Non-Jurisdiction (34)

Insufficient Evidence (3)

21%

40%

18%

2%

19%

.36% License holders receiving discipline

Agreed Final Orders & Vol

Surrender12%

Litgated 3%

Default Final Order

5%

Dismissals 80%

12 30 14 14 12 15 29 22 20 21 19 23

298.8

216.8

257.9

205.6

80.5

243.9

161.5

98.9121.9

57.6

181.8

79.7

0

5

10

15

20

25

30

35

0.0

50.0

100.0

150.0

200.0

250.0

300.0

350.0

Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug

2019 2020

Complaints Closed Turnaround Time

Residential Experience Audits

Incoming Residential Audits FY19 - 20 Residential Audit Outcome

Contingent Approval

Straight Approval

FY19 - 20 Residential Approval Breakdown

9%

91%

155

163

F Y 1 9 F Y 2 0

FY20 Residential Processing Data

Average Turnaround Time38 Days

Total Audits Closed161Approvals

30697%

Denials113%

10 10 15 12 8 12 28 23 7 8 10 18

69.165.0

36.5

43.8

52.5

64.3

35.0

19.713.0 13.4

24.0

37.3

0

5

10

15

20

25

30

0.0

10.0

20.0

30.0

40.0

50.0

60.0

70.0

80.0


2019 2020

Audits Closed Turnaround Time

Commercial Experience Audits

FY19 - 20 Commercial Audit OutcomeIncoming Commercial Audits

Contingent Approval

Straight Approval

11%

89%

FY19 - 20 Commercial Approval Breakdown

49

50

F Y 1 9 F Y 2 0

FY20 Commercial Processing Data

Average Turnaround Time

Total Audits Closed124 Days

79

29 days Avg. CRA Turnaround Time

68 Total CRA Completed

6 2 7 6 16 10 12 5 7 2 3 3

218.5232.0

208.1

174.2

116.6

189.7

88.8

42.2 34.4 37.020.3 25.3

0

2

4

6

8

10

12

14

16

18

0.0

50.0

100.0

150.0

200.0

250.0


2019 2020

Audits Closed Turnaround Time

Approvals12797%

Denials4

3%

Open Cases Snapshot View There are currently 60 open complaints.

There are 5 cases over 1 year old• 2 case are on abatement• 3 case are pending disposition

CO

MPL

AIN

TS

EXPE

RIEN

CE

AUD

ITS

There are currently 25 open experience audits.

44

1

8

20 1 1

30 0 0 0

0 -6 MONTHS ( 7 4 % )

6 -9 MONTHS ( 3 % )

9 -1 2 MONTHS ( 1 5 % )

1 2 + MONTHS ( 8 % )

Residential Commercial AMC

16

1 1 12

4

0 0 0 0

0 -3 0 D AYS ( 8 0 % )

3 1 -6 0 D AYS ( 4 % )

6 1 -9 0 D AYS ( 4 % )

9 1 -1 2 0 D AYS ( 4 % )

1 2 1 + D AYS ( 8 % )

Residential Commercial

There are 2 audits over 121 days• 1 audit is pending compliance• 1 audit is pending SOAH

staff reports august

Documents