CN-370000-PL284-T14.pdf

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

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Summary

This document is a Task Assignment Notification Form (Task Assignment #14) issued by the Florida Department of Environmental Protection (DEP) under Contract #PL284 to S. F. Holden, Inc., represented by Philip M. Holden. The assignment pertains to appraisal review services for the Peace River Refuge project in DeSoto County, Florida, owned by Peace River Preserve, LLC. The project is funded through the Florida Forever program and involves a proposed conservation easement on approximately 761.2 acres of property located approximately 5 miles southwest of Arcadia, consisting of 292.7 acres of uplands and 506.6 acres of wetlands with approximately 2.8 miles of Peace River frontage.

The contractor shall provide technical review services of a draft appraisal prepared for the proposed land transaction, including a field review of the subject property, a draft review document, and an Appraisal Review Report. The fixed-price task cost is $1,920.00, with a starting date upon receipt of the work to be reviewed. Deliverables include mark-ups to be submitted within 5 days, a draft appraisal review document within 10 days, and the final Appraisal Review Report within 14 days of receiving the work to be reviewed. The review must comply with Supplemental Appraisal Standards for the Board of Trustees and the Uniform Standards of Professional Appraisal Practice (USPAP). The contractor must provide a signed and notarized affidavit certifying no vested or fiduciary interest in the project prior to contracting. Project funding is sourced from Florida Forever with organization code 37102200000 and fund number 348014.

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ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL284 I Task Assignment#: I 14 I BIA File#: 20-8148

Project Name: Peace River Refuge

Owner's Name/Parcel: Peace River Preserve, LLC

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: Wayne Griffin Phone #: (850) 245-2664

Task Assignment Completion Date: I Upon Transmittal of an Approved Appraisal Review Report

Task Description:

For Appraisal Review Services:

The Contractor's products and invoice must be submitted to the Designated Task Manager. The Invoice must clearly state it is an Invoice for a Fixed-Price Deliverable. lt must also include: Contractor's Name, Contract

Number, Task Assignment Number, 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 l 00%. Invoice payment(s) 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 have to be returned to the Contractor for correction(s) will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review

Appraiser or Designated Task Manager, within four working days, may result in a one percent of the total fee penalty per day.

Prior to contracting, a signed and notarized affidavit is required of the Fee Review Appraiser acknowledging no vested or fiduciary interest in the captioned project.

A technical review is to be performed of a draft appraisal prepared for the proposed land transaction project identified above. The review is to consist of a field review of the subject property as well as a draft review document and an Appraisal Review Report.

The scope of work for this assignment does not include developing an independent opinion of value of the property that is the subject of the work under review.

DEP Contract #: PL284 Task Assignment# Page: Page 1 of 3 Rev. 1/1/2020

ATTACHMENT A

Provide an electronic document, preferable an Adobe® PDF® document or a Microsoft® Word®, 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 document will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The draft document will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or

250.041(7)(b), FS; or 18-l.007(5)(a), Florida Administrative Code, (FAC)).

Upon approval by the Chief Appraiser (pursuant to 18-1 .002( 4), FAC) or designee, provide a digital copy of the

Appraisal Review Report electronically, by email or other agreed method of delivery, to the BAs Designated

Task Manager.

You must include, in the Appraisal Review Report, a signed certification statement like that recommended in the Uniform Standards of Professional Appraisal Practice (USP AP) for appraisal review assignments.

In addition to the USP AP certification statement you must state that the work under review met the standards indicated in Exhibit l.

If you have advanced professional designations from an approved appraisal organization, you must include the specific certification statements required by your professional organization (e.g. - Certification Standards of the Appraisal Institute).

A digital copy of the work to be reviewed is attached to this Task Assignment or a hyperlink to the work to be reviewed is provided via email or it is being delivered by an alternative, previously agreed, method.

BA staff may provide mark-ups of the work to be reviewed. The fee appraiser(s) will not have received the mark ups, if any, prior to your receiving the work to be reviewed.

You are encouraged to perform your review using review and/or mark-up features built into the software used to produce the work to be reviewed that was provided by the BA.

Within~ days of receipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 10 days ofreceipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 14 days ofreceiving the work to be reviewed, submit the Appraisal Review Report that must include a statement recommending acceptance or rejection of the work under review.

Exhibit 1 contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL284 Task Assignment# 14 Page: Page 2 of 3

A IT ACHMENT A

Fixed Price Task Cost: $ 1,920.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Signatures:

DEP Contract Manager: Date:

DEP Funding Authority: Date:

DEP Contractual Authority Date:

Appraiser Representative: Date:

2-4-2020

Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund #: 1 34so14

Category: 084108 Exp. Opt.#: NE j Line#: I NIA BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: FF08040 I OCA/Module#: I NIA FLAIR Accounting Code: !. 31202J4so14311004ooooos41os19 cc: Contracts Section

DEP Contract #: PL284 Task Assignment # 14 Page: Page 3 of 3

Exhibit I Information for Appraisal

Project Identification: PEACE River Refuge BA File No.: 20-8148 County: DESOTO

Grantor: Steve Levine, stevclcvine I h(a),gmail.com 9541536-5491

Grantor's Representative: Same as above

Grantee: NI A

Grantee's Representative: Amy Phillips, amy.phillipsw,tloridadep.gov 8501245-2704

Property Description: This assignment will be for a Proposed Conservation Easement. The subject property is located in DeSoto County, about 5 miles southwest of Arcadia. The original property that was purchased, has frontage along County Road 760,just east of the Peace River, however, the subject of this assignment doesn't have any road frontage. The owner will be providing a 60-foot Ingress/Egress Easement along the old abandoned Railroad tracks (see attached maps). As can be seen from the maps, the entire subject tract contains 761.2 acres, with 292. 7 acres of uplands (38.5%). The property is separated by the old abandoned railroad. The 109.3 acres south of the RR Tracks DOES NOT have legal access and I'm not sure about Physical at this time.

Property Tax Identification Number(s): See Attached

Legal Description: See Attached

Client: Bureau of Appraisal.

Intended Users: The client and the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.

Purpose and Intended Use of the Appraisal: Estimate Market Value of the Proposed C.E. for possible Land Acquisition.

Extraordinary Assumptions: NI A

Hypothetical Conditions: NI A

BA 03_RFP_Appraiser Revised: 1/2/2020

Page 2 of6

Interest Appraised:

[8] Conservation Easement D Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

BA 03_RFP _Appraiser Revised: 1/2/2020

Exhibit 1

Page 3 of6

Exhibit 1

Applicable Appraisal Standards:

Project Identification: PEACE River Refuge

BA File No.: 20-8148 County: DESOTO

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

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

Report Format:

~ 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 ~ Fee Appraiser D Waived

Other Considerations:

Appraiser the Before and After Value of the subject property.

Attachments:

D Survey, Certified ~ Appraisal Map

□ Plat Map 0 Sketch

□ Property Card D Location Map [gj Other: Appraisal Map Review Memo

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

14 days, or your best time frame.

BA 03_RFP _Appraiser Revised: 1/2/2020

Page 4 of6

FLORIDA DEPARTMENT OF

Envlronmental Protection

RanD■lallt Governor

Lt Governor

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, R.32399

No111Vallll1Wlt Secretary

APPRAISAL MAP REVIEW MEMO

TO: Amy Phillips, Government Operation Consultant Ill

FROM:

Bureau of Real Estate Services

Steve Kellogg, PLSM Bureau of Survey & Mapping

PROJECT NAME: Peace River Refuge

OWNER'S NAME: Peace River Preserve LLC

Signature: __ /4c ___ V-_ ._~- ---- Date: December 11, 2019

PARCEL IDS: 20-38-24-0000-0012-0000, 21-38-24-0000-0031-0000, 28-38-24-0000-0010-0000, 28-38-24-0000-0011-0000, 28-38-24-0000-0012-0000, 28-38-24-0000-0020-0000, 28-38-24-0000-0030-0000, 29-38-24-0000-0010-0000

Sections 20, 21 , 28 and 29, Township 38 South, Range 24 East, DeSoto County

COMMENTS: The property is wooded and wettands. A boundary survey dated 7.15.2019 was provided and reviewed. There is approximately 2.8 miles of river frontage along the Peace River. An abandoned railroad corridor bisects part of the property.

AREA: 761.2 acres +/- {292. 7 acres uplands, 506.6 acres wetlands)

• The property does appear to be waterfront. It is located on the Peace River.

• Title information dated October 4, 2019 has been provided and reviewed.

• Access is via a proposed 60' ingress/egress easement from County Road #760, an improved public road. Part of the Southern part of the property does not appear to have access due to the railroad corridor.

• The legal description was derived from Special Warranty Deed recorded in Instrument # 201914005155, Desoto County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data, US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data and the boundary survey referenced above.

The description, areas, boundary and encumbrances are subject to change with an accurate field survey and title Insurance commitment of the property.

EXHIBIT "A"

A parcel of land lying in Sections 20, 21 , 22, 28 and 29, Township 38 South, Range 24 East, DeSoto County, Florida, described as follows:

All that part of the South ½ of the South ½ of Section 20, Township 38 South, Range 24 East lying East of the centerline of Peace River.

All that part of Section 21, Township 38 South, Range 24 East lying South of the centerline of Peace River and North of old abandoned Seaboard Airline Railroad.

All that part of the North ½ of the Northwest ¼ of the Northeast ¼ lying North of the old abandoned Seaboard Airline Railroad and the Northwest ¼ LESS right of way to the old abandoned Seaboard Airline Railroad and the North ½ of the Southwest ¼ LESS right of way to the old abandoned Seaboard Airline Railroad, and also four acres in the Northeast corner of the West ½ of the Southeast ¼ of the Southwest ¼ in Section 28, Town ship 38 South, Range 24 East.

All of Section 29, Township 38 South, Range 24 East lying East of the centerfine of Peace River. LESS right of way to the old abandoned Seaboard Airline Railroad, NOTE: This legal description Is for appraisal purposes. There may be revisions based on a boundary survey and title insurance commitment of the property.

Peace River Refuge Peace River Preserve LLC DeSoto County llSM

BY SK.

Date: 12.10.2019 l ta Soutca.

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B,ogAcrial, Subject Pared 0 0.25 0.5 1 - -National Wetlands Io~tory

Florida Fot-e\·er Project Boundaries

State Managed <:onscrration J..anlh;

---Miles

Peace River Refuge - FF Project Ownei:: Peace River Preserve, LLC

DeSoto Cowity, Florida

~ .. i=.~~=;~\WtVl!Y\p,_,t;,., ..... 2'1,\_,t..r,_,..I.LC\CIS-.....-.i.-...-.,.,..~..- M.., C«ai.,d J.JI CW StdtTcr

SITE

Dan Sowcoc

Peace River State Forest

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2) Nalional U'etbnd1 ln't'ffltory '· t- Ccnx,,,orion r....ds •1 Florida fo<n...-l!OTProicm i1 NAVTEQ Roads (·) Bing Ac.rials

[SJ Subject Parcel

Peace River Refage Florida Forever BOT Project

Strategic Managed Area Land.r Llst Floni:Ja Forever BOT Project

- FFS-7

17 '

IS:] Propost:d F..ascmcnt 0 0.5 1 - -- -

Proposed 60 Foot Ingress/Egress Easement

Peace River &fuge Florida Forever BOT Projeet

Wetlands: 468.5 Acres Uplands: 292. 7 Acres

Total: 761.2 Acres i Florida FottT"et Protea Boundari,.-~ Statt" Managed Con~erration Lan~

Miles

Peace River Refuge - FF Project Owner: Peace River Preserve, LLC

D eSoto County, Florida

Fa Loc1tiioo: \\FLD8Pl\O~t1\SU~Y\Pnc. ~ Wuee 2759\Pucc llioi,,c Pn.rw IJ,.C\GLS\A,.,._.._ \ "-'f_'-::~,..(.__~~ D.wS.~ U/ll/201910;2Ctl6AM M,pC.."'4B~G¢5'thu s

North Parcel Wetlands: 424.9 Acres u plands: 227 ,\cres Total: 651.9 :\crci:-

'"l Nabonal ~tllinds tnvmtoq •· Florida Conscmuion unci,

• J floodo l'otova BOT Projca, -J NAVTEQ!loads I Bing Actitl•

~ubjc:ct Parcel N atio n.u ~ 'etlanJ~ f n,-enror, Florida Fottn:r Project J\oundaties

Salt~ Managed Con~en"lltion Land~

0 0.25 0.5 - -- - Miles

South Parcel Wetlands: 43.6 Acres Uplands: 65. 7 Acres Total: 109.3 Acres i

Peace River Refuge - FF Project Owner: Peace River Preserve, I.J..C

DeSoto County, Florida

MkJ..oc,...,\\fLDEl'l\nsl..O,...\SURV~-U..,fflO\...._liff,-.,.1.LC\CIS\AppaiaL...___._,...~..,.d Ora.kS.w«' l/l4/1InlJ IQ21.27 AM Map Cft.-d Dr, GW S\dt1r

River Refuge Page: 6

**THIS AFFIDAVIT TO BE COMPLETED AND RETURNED WITH PROPOSAL**

AFFIDAVIT

PROJECT: Peace River Refuge

B/ A FILE No.: 20-8148

COUNTY: DeSoto

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

Sworn to and subscribed before me this

03_RFP _Reviewer Rev. 1/2/2020

'f ~ day of_(_;0_tr __ - ____ , 202&_.

8!:1,kG='1 Expns: July t, 2023

Bonded TllfU Aaron Notary

File details come from the government source that posted it. Updated .