CN-370000-PL284-T15.pdf

ATTACI-IlvtENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL284 I Task Assignment #: I 15 I BIA File#: 20-8146

Project Name: Strategic Managed Areas Land List- (SMALL)- Peace River State Forest

Owner's Name/Parcel: HAU II, 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. It 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

100%. Invoice payment(s) do not start until the latter of the date a proper and correct invoice bas 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 we! I 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 I of 3 Rev. 1/1/2020

ATTACHMENT A

TASK ASSIGNMENT NOTJflCA TION FORM

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 18-1.007(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 1.

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 of receipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 14 days of receiving 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 # 15 Page: Page 2 of 3

Rev. 1/ 1/2020

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

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.

Si natures:

DEP Contract Manager: Date:

DEP Funding Authority: Date:

DEP Contractual Authority woo Date:

Appraiser Representative: Date:

Project Funding Source: I Florida Forever

Organization Code#: 37102200000 Fund #: I 348014

Category: 084108 Exp. Opt.#: NE I Line#: IN/A BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: FF10030 I OCA/Module#: I NIA FLAIR Accounting Code: 131202348014311004000008410819 cc: Contracts Section

DEP Contract #: PL284 Task Assignment # 15 Page: Page 3 of 3 Rev. l/ Jn020

Grantor: HAU II, LLC

Exhibit 1 Information for Appraisal

Project Identification: HAU II LLC Tract BA File No.: 20-8146 County: DESOTO

Grantor's Representative: Dean Saunders, dean a saundersrealestate.com 863/648-1528

Grantee: NIA

Grantee's Representative: Amy Phillips, amv.phillips a ,tloridadep.gO\ 850/245-2704

Property Description: The subject consists of 510 total acres, of which, 325 acres are wetlands (64%) and 185 acres of uplands (36%). The site has physical and legal access via an existing 60-foot Ingress/Egress Easement (see attached maps). There are 4 areas (3, 4, 10.3 & 57.1 acres) that are only accessible by crossing the Peace River. Portions of the property are adjacent to the Peace River State Forest. Based on aerials from Google Maps, the property is heavily wooded and wet.

Property Tax Identification Number(s): 31-38-24-0000-0010-0000 & Portion of 25-38-23-0000-0010-0000

Legal Description: To be supplied later

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 the Market Value of the subject for possible Acquisition purchase.

Extraordinary Assumptions: NIA

Hypothetical Conditions: N/A

Interest Appraised:

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

BA 03_RFP_Appraiser Revised: 1/2/2020

Page 2 of5

Exhibit 1

Information for Appraisal

Project Identification: HAU ll LLC Tract

BA File No.: 20-8146 County: DESOTO

Applicable Appraisal Standards:

[8J Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) [8J Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

r8:J 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 [8J Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified r8:J Appraisal Map 0 Plat Map 0 Sketch 0 Property Card 0 Location Map 0 Other:

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

14 days, or your best time frame.

BA 03 _ RFP _Appraiser Revised: l/2/2020

Page 3 ofS

TO:

FLORIDA DEPARTMENT OF

Environmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

DIVISION OF STATE LANDS

BUREAU OF SURVEY AND MAPPING

APPRAISAL MAP REVIEW MEMO

Amy Phillips, GOC Ill Bureau of Real Estate Services

BSM ¥~

Ron DeSantts Governor

Jeanette Nul'lez Lt. Governor

Noah Valenstein Secretary

FROM: Gary Tew, PLS II Date/Signature: DATE January 28. 2020

PROJECT NAME: Strategic Managed Areas Land List - Peace River State Forest - FFS 7

OWNER'S NAME/ ADDRESS: HAU II LLC

Parcel 1.0. Numbers: 25-28-23-0000-0010-0000 31 -28-24-0000-0010-0000

Section 25, Township 28 South, Range 23 East, DeSoto County Section 31, Township 28 South, Range 24 East, DeSoto County

COMMENTS: The property is adjacent to Peace River State Forest on the East, West and South boundaries. The property is located on the Peace River. There are three areas in the northeast part of the property that are separated by the river and creek.

AREA: 510 ACRES (185 acres uplands, 325 acres wetlands)

• The property does appear to be waterfront.

• Title information dated November 8, 2019 has been reviewed.

• Access to the property is via a 60 foot wide ingress and egress easement described in Instrument No. 201814001371 , O.R. Book 400, Page 144. The four areas separated by the river and creek do not have vehicular access.

• The legal description (revised 1.28.2020) was derived from O.R. Book 577, Page 715, of the Public Records of DeSoto County.

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS data and U.S. Fish and Wildlife Service National Wetlands Inventory (NWI) GIS data.

The description, areas, boundary and encumbrances are subject to change with an accurate field survey and title insurance commitment.

Appraisal Map Review Memo

HAU11LLC

EXHIBIT "A"

The South 1175+/- feet of that part of the Southeast ¼ lying East of Aurin Grade Road in Section 25, Township 38 South, Range 23 East, DeSoto County, Florida.

All of Section 31 , LESS that part lying East of the Swift Creek Run in the North ½ of said Section and LESS that part lying East of the Peace River in the South ½ of said Section in Township 38 South, Range 24 East, DeSoto County, Florida.

NOTE: This legal description is for appraisal purposes. There may be revisions based on a boundary survey and title insurance commitment of the property.

SMALL - FFS 7 Peace River State Forest

HAU II LLC

DeSoto County

BSM¥~

DATE

Date: Revised 1.28.2020

Dat".a Sou('(:CS:

l) Cadastritl 2018 Data

2) Sr~rewicte l.:md L'!W!: l....md Cover 3} Florida Conserv,1,rion Uli.d:s

4) FJorida. Forever BOT Projects

5) ~AVTEQ Roads

6) Bing Aerials

Subject Parcel National Wetlands Inventory

Florida Forever Project Boundaries State Managed Conservation Lands

S.M.A.L.L. - Peace River State Forest Owner: HAU II LLC

DeSoto County, F lorida

~=t•~'t~>ii~i?2ii~l=~u\SURVEY\Peiocc- Ri~'1:r ~fugt 279.l\HAU 11 - S.\lALl.,-l~ -1V,ppr,Ai:<11I_Peace_Rm_Rr(~- H.r\U_llm:id

~bp Cieuerl By: G\'<1 S1d1c,r

** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED**

A F FID A VIT

PROJECT: Strategic Managed Areas Land List- (SMALL)- Peace River State Forest

COUNTY: DeSoto

BIA F1LE No.: 20-8146

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

Appraiser Signature

Printed Name

Sworn to and subscribed before me this _ __ day of ____________ , 20 ___ _

04-Affidavit Rev. 12/1/2015

Notary Public State of Florida