Fully complete and submit this form so that we may properly review and investigate your complaint. The National Association of Certified Valuators and Analysts® (NACVA®) is a highly professional organization, and we view our obligation to our profession, members/credentialed designees, and the public as being critical to the long-term success of our profession. All matters and names of individuals put before the Ethics Oversight Board (EOB) or the Executive Advisory Board (EAB) are kept in strict confidence. We invite you to review the EOB Policies and Procedures Manual, and please direct communications to EOB@NACVA.com.

Important Note: The EOB has an obligation to investigate all allegations of potential violation(s) of ethical or professional standards. Once you submit your complaint to the EOB, it cannot be withdrawn by either party.

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* Date of Complaint

Date

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* Is this matter/case currently involved in any form of litigation or an unresolved dispute?
If yes, the EOB cannot consider a complaint until the matter has been resolved. At that time, you may file a complaint, if applicable.

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* Complaining Party:

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* Name of NACVA Member/Credentialed Designee you wish to file your Complaint against:

  • Please describe in detail why you believe this member/credentialed designee is in violation of NACVA’s Professional Standards or other professional conduct. We do not investigate fee disputes. In your description, please identify specific problems with the member/credentialed designee’s report, if applicable, found to be in violation.
  • Identify which of NACVA’s Professional Standards have been violated (for example, 3.7 Valuation Approaches and Methods, 3.11 Capitalization/Discount Rate, 4.3.b.[1] Reporting Standards—Detailed Reports, Non-operating assets and liabilities, etc.). Note: If/When the litigation engagement is subject to discovery and/or cross-examination, NACVA’s Reporting Standards do not apply.
  • You must identify (mark/label) the specific page number(s) in the report and/or exhibits, and (highlight/underline) where each violation exists within the report. This level of detail will greatly assist the Board in reviewing your Case and in their investigation of this Complaint (include additional pages as necessary).

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* Violation detail:

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* Violation detail:

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* Violation detail:

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* Attach file with violations, report, and/or exhibits if necessary, to fully describe your case. Please provide complete documentation that will assist the Board in determining whether an investigation is warranted.

You must familiarize yourself with NACVA’s EOB Standards Monitoring Policies and Procedures Manual. The purpose of this is to advise you of the process should your Case warrant an investigation. Any action taken by the EOB could potentially take several months due to the Board’s limited meeting schedule. You will not receive updates during the investigation. You will, however, receive a final closing letter of determination. Direct communications to EOB@NACVA.com.

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* Attestation: I hereby attest that the information provided above is true and accurate to the best of my knowledge. I grant NACVA the right to verify and investigate any of the information provided.

* Your electronic signature authorizes the National Association of Certified Valuators and Analysts (NACVA) to confirm the above information via e-mail and/or USPS, if necessary, and authorize NACVA to use either medium for future communication. NACVA will not disclose or share this information with third parties to secure confidentiality.
Click button below to submit Complaint Form.

If preferred, submit Complaint Form (along with a copy of the report in question) via U.S. Mail to NACVA Headquarters
NACVA—National Association of Certified Valuators and Analysts
1218 East 7800 South, Suite 301, Sandy, UT 84094
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