Core Standards Checklist

Local associations can download and use these checklists to monitor and report Core Standards completion progress to their association leadership.

Resources by Core Standard Category

Core Standards Six-Requirements Pie Chart

Access a compilation of Vote-Act-Invest and Consumer Outreach programs and activities implemented by local and state associations in a social distancing environment for the cycle ending December 31, 2020.

Download the PDF (763.83 KB)

Code of Ethics

Code of Ethics Training Toolkit for AEs
This toolkit helps AEs administer and implement required REALTORS® Code of Ethics Training Requirements.

Advocacy

Advocacy Strategic Plan Templates
Get help with your advocacy efforts. These strategic plan templates are specifically geared towards beginner, intermediate, or advanced or high-resource associations.

Fair Housing Grants
The Fair Housing Grant program provides funding to state and local REALTOR® Associations to enhance the importance fair housing plays in our industry and in our communities. A grant can help offset the cost of a fair housing initiative or activity.

RPAC Dues Billing
The RPAC Dues Billing document contains detailed information on preparing and collecting RPAC investments as well as communication and transfer of RPAC funds in order to meet the organizational alignment core standards.

RPAC Training Webinar: RPAC Dues Billing & Core Standards
Webinar playback: Susie Helm, Vice President of Community and Political Affairs, and Lauren Facemire, Managing Director of RPAC & Political Fundraising, explain RPAC's programs and resources that help your association meet your annual “Invest” criteria for Core Standards. 

REALTOR® Party Resource Guide
The REALTOR® Party Resource Guide provides resources, funding, and turn-key implementation tools to help state and local REALTOR® associations run successful advocacy and community outreach programs.

RPR® Resources for Organizational Alignment Core Standards
RPR® offers a number of resources to help associations meet these standards in the areas of communication, technology, education, and advocacy.

Consumer Outreach

Consumer Outreach Strategic Plan Templates
Get help with your consumer outreach efforts. These strategic plan templates are specifically geared towards small, medium, or large associations.

Shared Services Toolkit
Shared services programs can help REALTOR® associations expand services and streamline management through strategic partnerships. Sharing services with other local associations can help all involved meet the Organizational Alignment Core Standards.

RPR® Resources for Organizational Alignment Core Standards
RPR® offers a number of resources to help associations meet these standards in the areas of communication, technology, education, and advocacy.

Diversity Equity and Inclusion

Diversity
A REALTOR® sworn to uphold a strict Code of Ethics must treat all clients equally, regardless of their race, color, religion, sex, handicap, familial status, national origin, sexual orientation, or gender identity. Read NAR's Diversity and Inclusion Committment Statement, find useful resources, and more.

Diversity Initiative Grant Program
Provides resources to state and local associations as a key strategy in NAR’s overall diversity program. Note: View the Success Stories tab for more information.

Guide to Forming a Local Association Diversity, Equity, and Inclusion Committee - Washington REALTORS®
Download this guide from the Washington REALTORS® designed to help Local Associations plan and form a DEI committee.

Actionable Roadmap for Local Association Diversity and Inclusion
Use this roadmap as the first steps to engage your full spectrum of membership, including those potentially underrepresented, through activities and leadership.

Diversity, Equity & Inclusion Resources
The purpose of this page is to collect perspectives and resources from around the country for associations to reference and share in order to keep the conversation moving forward.

Insights Hub
The Insights Hub is a website that serves as a central destination for insights about members.  It includes dynamic Dashboards, detailed Research Papers, and a Knowledge Center, which is home to important educational materials.  This tool helps associations measure and assess the diversity within their membership, offers insights about members, and includes numerous dashboards, two of which focus on diversity. All local and state association Points of Entry (POEs) have access to the Insights Hub via M1. 

  1. Click on the M1 Menu link within the Point of Entries card (Username and Password required).
  2. Click on Analytics and Insights at the top to navigate to the Insights Hub.

Unification Efforts and Support of the REALTOR® Organization

President/Chief Staff Executive Checklist
The purpose of this checklist is to determine the division of duties between the elected leadership and association staff.

MLS Certification Form
Certify that MLS’ rules, regulations and bylaws contain all of the mandatory provisions established by NAR.

Bylaws Certification Form & Resources
Certify that your association's bylaws are compliant.

New Member Orientation Materials
NAR provides member associations with the tools and resources needed help welcome new members into the REALTOR® family, including online orientation

Strategic Planning Resources Toolkit

The NAR Strategic Planning Resources toolkit will help familiarize you with the strategic planning process and provide resources for you to meet the core standards strategic planning requirement at your association.

Core Standards Professional Development Opportunities
View a list of professional development programs and courses available from NAR to help you meet the Core Standards Professional Development requirement.

RPR® Resources for Organizational Alignment Core Standards
RPR® offers a number of resources to help associations meet these standards in the areas of communication, technology, education, and advocacy.

Shared Services Toolkit
Shared services programs can help REALTOR® associations expand services and streamline management through strategic partnerships. Sharing services with other local associations can help all involved meet the Organizational Alignment Core Standards.

Association Merger Procedure
NAR's Association Merger Procedure page features guidelines and a complete Merger Kit for associations wishing to explore the process of merging.

Alternative to Merging - Jerry Matthews presents a simplified merger process for small associations.

Geographic Chapter Bylaw Language - Sample bylaw provision authorizing operation of chapters – courtesy of the REALTORS® of Central Colorado.

Checklist of Merger Documentation - Provides a sample list of essential documents associations will want to compile/complete prior to merger discussions and submission of merger application to NAR. Provided courtesy of Rick Harris.

Chapter Formation - Some local associations that are considering a merger may choose a “chapter” structure to preserve their identity.

Technology

Core Standards Technology Resources
The Core Standards require associations to have an interactive website that gives members and consumers access to information and resources related to filing ethics complaints and initiating dispute resolution. Access this at NAR’s Policy area: Ethics Complaints, Arbitration Requests and Related Information.

Download or play back the recording of the Core Standards Website Building Webinar with Nobu Hata. Download Nobu Hata's presentation from the webinar.

RPR® Resources for Organizational Alignment Core Standards
RPR® offers a number of resources to help associations meet these standards in the areas of communication, technology, education, and advocacy.

Financial Solvency

Core Standards Financial Resources
State and local associations can use these model financial policy documents to help meet the Financial Solvency element of NAR's Core Standards for State and Local Associations.

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