CN-370000-PL284-T10.pdf

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Master Agreement FL|PL284|62fd02403c3628e5791f7d9007eed8b6
Contract number
PL284
Issued by
Florida

About this file

Summary

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection's Division of State Lands, Bureau of Appraisal, for an appraisal services contract under the PL284 indefinite delivery vehicle. The contracting parties are the State of Florida's Board of Trustees (client) and S. F. Holden, Inc. (contractor), with Philip M. Holden serving as the contractor's representative. The assignment involves the appraisal of the Tippen Bay Ranch property in DeSoto County, Florida, which is owned by Bob Paul Inc. and Rick Dantzler. The property encompasses 2,853 acres (1,680 upland) of pasture adjacent to the Bright Hour Watershed and is identified with multiple parcel tax identification numbers across five sections in Township 39 South, Range 27 East.

The assignment requires a conservation easement appraisal to be delivered as a narrative single parcel ownership appraisal report in compliance with the Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice. The fixed-price fee for this appraisal is $3,200.00, with work to commence upon execution of the task assignment. The appraisal work must be completed and delivered within 21 to 28 days, with the contractor required to submit an electronic work-for-review document (in Adobe PDF or Microsoft Word format) to the Bureau of Appraisal's Designated Task Manager, Frances Alford, prior to final approval. Funding for this task is derived from the Florida Forever program (Fund #348014, BE Code 37100400, Object Code #134400, Project #FF10040), and the work is subject to oversight by DEP Contract Manager Jay F. Scott and DEP Designated Task Manager Frances Alford.

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Text version

DEP Contract#:

Project Name:

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK A SSIGNMENT NOTIFICATION FORM

PL284 I Task Assignment: I I 0 I BA#: I 19-8090 Tippen Bay Ranch

I BLA #: I

Owner's Name/Parcel Bob Paul Inc., Rick Dantzler, 863-207-0211, r ickd.smithlaw@gmail.com, 55 Fifth Street NW Winter Haven. FL 33881

County: DeSoto

Contractor's Name: S. F. Holden, Inc.

Contractor's Representative: Philip M. Holden Phone#: (561) 626-2004

DEP Contract Manager: Jay F. Scott Phone#: (850) 245-2667

DEP Designated Task Manager: Frances Alford Phone #: (850) 245-2744

Task Assignment Completion Date: j Upon transmittal of an approved Appraisal Report

Task Description:

For Appraisal Services:

The Contractor's invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price Deliverables: Invoice Number, Contractor's Name, Contract Number, Task Assignment N umber, Project Name or Bureau of Appraisal (BA) File Name, BA File Number, Date Work Began, Date Work Ended, and Amount of Fee payable as agreed and allocated in the amount of 100%. Invoice payments do not start until the latter of the date a proper and correct invoice has been received or services provided are received, inspected and approved. Invoices which are returned to the Contractor for correction will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review Appraiser or DEP Contractffask Manager, within four working days, may result in a one-percent of the total fee penalty per day.

The date and time of the site visit must be communicated, in writing, to the DEP Task Manager at least three business days in advance of the inspection.

Prior to contracting, a signed and notarized affidavit is required of the Fee Appraiser acknowledging no vested or fiduciary interest in the property that is the subject of this task assignment.

Provide an electronic document (work for review), preferably an Adobe® PDF® or a Microsoft® Word® document, to the BA on or before the due date. The document must allow all editing and commenting functions found in the two software programs identified in the previous sentence. The work for review will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or 18-l.007(5)(a), Florida Administrative Code, (FAC).

DEP Contract #: PL284 Task #: 10 BLA #: Pa e 1 of 3 Revised: 07/19/2018

A TI ACHMENT A

TASK ASSIGNMENT NOTIFJCA TION FORM

The work for review is to include an Executive Summary for each parcel appraised and an Appraisal Checklist as well as other requirements for the appraisal fonnat as stated in Section B, page 13 of the Supplemental Appraisal Standards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant to 18-1.002( 4), F AC) or designee, provide a digital copy of the Appraisal Report electronically and on CD or DVD to the BAs Designated Task. Manager.

Refer to Exhibit 1 for other information pertinent to this appraisal assignment.

Fees and Start Date:

Fixed-Price Total: $3,200.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si natures:

Date:

Date:

Date: Jo- \o- l 'r

Date:

10-10-2019

F d' lnfi f un mg orma 100:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund#: 348014 Category: 084108 Exp. Opt.: NE l Line#: I NIA BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: FF10040 I OCA Module: I N/ A

FLAIR Accounting Code: 3720234801437100400 0008410819

Cc: Contracts Section

DEP Contract#: PL284 Task#: 10 BLA#: P e 2 of3 Revised: 07/ 19/2018

EXIDBIT 1

TASK ASSIGNMENT NOTIFICATJON FORM

Bl A File Name: Tippen Bay Ranch I BIA File #: j 19-8090

County: DeSoto

Fee Appraiser's Name: Philip M. Holden

DEP Contract #: PL284 I Task Assignment#: I 10

DEP Contract #: PL284 Task#: 10 BLA #: Pa e 3 of3 Revised: 07/ l9/2018

Exhibit 1

Information for Appraisal

Project Identification: TIPPEN Bay - Bob Paul Inc, Florida Forever Conservation Easement

BA File No.: 19-8090 County: DESOTO

Ownership: Bob Paul Inc. , Rick Dantzler, 863-207-0211 , rickd.smithlawr@gmail.com, 55 Fifth Street NW, Winter Haven, FL 33881

Property Description: The property contains 2,853 acres (1,680 upland) of pasture located in DeSoto County and adjacent to the Bright Hour Watershed.

Property Tax Identification Number:

04-3 9-27-0000-00 I 0-0000 05-39-27-0000-001 0-0000 05-39-27-0000-0020-0000 06-39-27-0000-0010-0000 06-39-27-0000-0030-0000 06-39-27-0000-0032-0000 06-3 9-2 7-0000-0040-0000 08-3 9-27-0000-0020-0000 09-39-27-0000-0010-0000 09-3 9-27-0000-0020-0000

Legal Description: Sections 4, 5, 6, 8 and 9, Township 39 South, Range 27 East, Desoto County

Client:

Bureau of Appraisal, Division of State Lands

Intended Users:

The client

Purpose and Intended Use of the Appraisal: Conservation Easement

Extraordinary Assumptions and/or Hypothetical Conditions:

NIA

Interest Appraised:

~ Conservation Easement 0 Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

BA 03_ RFP _ Appraiser (Effective: 7/ 11/2019) Page 2 of6

Exhibit l

Project Identification: TIPPEN Bay - Bob Paul Inc, Florida Forever Conservation Easement

BA File No.: 19-8090 County: DESOTO

Applicable Appraisal Standards:

f2] Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) k8J Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

f2] Narrative Single Parcel Ownership, Appraisal Report D Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report D Other (specify):

Five Year History of Title to be furnished by:

0 State [8:1 Fee Appraiser D Waived

Other Considerations:

11 . Grant of Easement by and between Punta Gorda Isles, Inc., a Florida corporation, NAFCO Equipment Corp., a Florida corporation and Florida Power and Light Corporation, a Florida corporation dated September 18, 1985 and recorded September 20, 1985 in Official Records Book 216, Page 267 of the Public Records of DeSoto County, Florida.

12. Easement Agreement by and between NAFCO Equipment Corporation, a Florida corporation, and SunPure Groves, Ltd., a Florida limited partnership dated June 27, 1990 and recorded in Official Records Book 271 , Page 965 of the Public Records of DeSoto County, Florida.

13. Easements as contained in that certain Warranty Deed from NAFCO Equipment Corporation, a Florida corporation and Bob Paul, Inc., a Florida corporation dated June 26, 1991 and recorded July 1, 1991 in Official Records Book 283, Page 1288 of the Public Records of DeSoto County, Florida.

14. Grant of Easement in favor of Bob Paul, Inc., a Florida corporation dated June 26, 1991 and recorded July 1, 1991 in Official Records Book 283, Page 1301; as modified in Official Record Instrument No. 201014005798; both of the Public Records of DeSoto County, Florida.

15. Non-executory and non-participatory ½ interest in the royalty to be provided in any future mineral lease negotiated on the property as described in that certain deed recorded in Official Records Book 83, Page 206 of the Public Records of DeSoto County, Florida.

BA 03_RFP _Appraiser (Effective: 7/ 11/2019) Page 3 of6

Exhibit 1

In each appraisal, the Bureau of Appraisal is requiring that the contracted appraisers review the underlying oil, gas, and mineral rights of the subject and indicate in the appraisal report if the interest has any effect on the value of the subject and why or how the effect on value was developed.

Attachments:

D Survey, Certified C8J Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map D Other:

Acquiring Agency:

State of Florida, BOT

Requested Number of Days for Delivery:

21 to 28 days, or your best time frame.

BA 03_RFP _Appraiser (Effective: 7/ 11/2019) Page 4 of6 o,,. Sow«sc

1) C..da>t"l 20181hr.

· B Ranch Ttppe11 t!YBOT Projet-t da Forever

2) Nacion..l Wetb11ds Lnvcncocy

3) Flood, Cons«, .• ..,., 1.andt

4) Floncb Focever BOT Proitas

5) NA VTCQ Roads

6) Bong .\tnals

Subject Parcel National Weclands Inventory Residential Area florida Forever Project Boundaries State Managed Conservation Lands

- Federal Man Conservation Lands

·• · s

- 1• •

0 2,000 4,000 - -- - Feet

Tippen Bay Ranch Owner: Bob Pa~ LLC

D esoto County, Florida

Fir l.oGUioa. \ \fl.DFPl\ tech_ad\G:)utu~_CIS\Or:,oto\ T~n 8111)' P.,ni;h\C.1$\AppraiM.! Tippen_81y_func • ..,EJilf,..mird 0-tiP: Sncd 9/ Xl/ 1Dl9 11-5+.?l A.\t -'Lap Crc-ucd ffr: CW S11rlia-

8,000 i u Tms AFFIDAVIT TO BE COMPLETED AND RETIJRNED • •

AFF ID AV I T

PROJECT: Tippen Bay Ranch

COUNTY: DeSoto

BIA F1LEN0.: 19-8090

I hereby certify that I have no vested or fiduciary interest in the captioned projecL

Sworn to and subscribed before me this

Q) Sharon L Moraan Co•m. tGG338ft9 Expns: July 9, 2023

Bonded Titru A• Notary

04-A ffidavit Rev. 12/1/2015

'< ~, \, ·e L~JJi.._ Printed Name

I tf!!=- day of O civber

State of Florida

• 20 / f

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