CN-370000-PL284-T16.pdf

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL284 I Task Assignment#: I 16 I B/A File#: 19-8111

Project Name: SMALL- Fakahatchee Strand

Owner' s Name/Parcel: Collier Land Holdings, LTD

County: Collier

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

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

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

DEP Designated Task Manager: Jon Mitchell Penot Phone#: (850) 245-2652

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 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 I of 3

Rev. 1/1/2020

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, (F AC)).

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 ofreceipt 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 # 16 Page: Page 2 of 3

Fixed P1ice Task Cost: $2,880.00 Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Stai1ing Date:

Si!rnatures:

DEP Contract Manager:

DEP Funding Authmity:

DEP Contractual Authority

Appraiser Representative:

Project Funding Source:

Organization Code #:

Category:

BE Code:

Object Code#:

FLAIR Accounting Code:

cc: Contracts Section

Upon receipt of the work to review.

J S tt Digitally signed by Jay Scott a y co ~ii.~~~020 .03 .24 14:04:32

Sheryl Bo Utl• n Digitally signed by Sheryl Boutin Date: 2020.03.24 13:42:05 -04'00"

Douglas Dane, MAI

I Florida Forever

37102200000

Digitally signed by Douglas Dane, MAI Date: 2020.03.24 15:37:03 -04'00'

Fund#:

084108 Exp. Opt.#: NE

37100400 Year: 19 134400 Project#: 00022 137202348014311004000008410819

Date:

Date:

Date:

Date:

1 348014 I Line#:

I OCA/Module#:

IN/A

I NIA

DEP Contract #: PL284 - Task Assignment # 16 Page: Page 3 of3

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

PROPOSAL TO REVIEW APPRAISAL

Project Identification: SMALL - BCC-Collier Land Holdings - Fee

B/A File No.: 19-8111

County: Collier

In accordance with the attached Task Description for Review of Appraisals (Exhibit A), please provide us with a fee and time quotation for the review of the appraisal(s) to be completed on the referenced property. Please complete and return this proposal form.

Desired time limit for appraisal review: 14 days, or your best time frame. Your proposal must state the number of days you require for completion, regardless of the desired time limit requested.

Selection criteria will include, but not be limited to, total fee, and delivery time.

Prior to contracting, an affidavit is required. It is to be signed by the reviewer acknowledging no vested or fiduciary interest in the captioned project, dated and notarized.

Refer to the following pages for information pertaining to the works to be reviewed.

Appraiser(s) selected for this project:

I C. William Carlson I Frank A. Catlett

I Estimated date the appraisal(s) due to our office: I Monday, April 6, 2020

03 RFP Reviewer Rev. 1/2/2020

Proposal to Review Appraisal Exhibit 1

SMALL - BCC-Collier Land Holdings - Fee Page 2 of6

1. The appraisal review assignment will include electronic delivery, to the Bureau of Appraisal (BA):

a. A draft document (first deliverable) to be reviewed by the BA;

b. Upon approval of the first deliverable:

1. one Adobe® PDF® of the appraisal review report via e-mail, or other agreed delivery method; and,

11. Communications between the reviewer and the author of the work under review regarding any requested edits.

2. The Bureau of Appraisal is waiving the requirement in section C-6.01 Field Review, Supplemental

Appraisal Standards for the Board of Trustees, to conduct a site visit. The subject property is mostly vacant wetland.

3. For each work reviewed, the selected review appraiser must certify that it substantially complies with all applicable standards, as well as Rule 18-1.006, Florida Administrative Code (F AC). The certification must be delivered as part of the appraisal review report. The certification shall be similar in content to the following:

I certify that, to the best of my knowledge and belief:

o The statements of fact contained in this report are true and correct.

o The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions.

o I have no ( or the specified) present or prospective interest in the property that is the subject of the work under review and no ( or the specified) personal interest with respect to the parties involved.

o I have performed no (or the specified) services, as an appraiser or in any other capacity, regarding the property that is the subject of the work under review within the three-year period immediately preceding acceptance of this assignment.

o I have no bias with respect to the property that is the subject of the work under review or to the parties involved with this assignment.

o My engagement in this assignment was not contingent upon developing or reporting predetermined results.

o My compensation is not contingent on an action or event resulting from the analyses, opinions, or conclusions in this review or from its use.

o My compensation for completing this assignment is not contingent upon the development or reporting of predetermined assignment results or assignment results that favors the cause of the client, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal review.

Exhibit 1

SMALL - BCC-Collier Land Holdings - Fee Page 3 of6 o My analyses, opinions, and conclusions were developed, and this report was prepared in conformity with the Uniform Standards of Professional Appraisal Practice.

o I have (or have not) made a personal inspection of the subject of the work under review. (If more than one person signs this certification, the certification must clearly specify which individuals did and which individuals did not make a personal inspection of the subject of the work under review.) [Do we need this - (For reviews of a business or intangible asset appraisal assignment, the inspection portion of the certification is not applicable.)] o No one provided significant appraisal or appraisal review assistance to the person signing this certification. (If there are exceptions, the name of everyone providing appraisal or appraisal review assistance must be stated.)

o The appraisal(s) reviewed are (or are not) in substantial compliance with (list all applicable appraisal standards such as: The Uniform Standards of Professional Appraisal Practice, the

Supplement Appraisal Standards for the Board of Trustees and the Uniform Appraisal Standards for Federal Land Acquisitions). [Take the following link to retrieve the latest supplemental appraisal standards: Supplemental Standards (3/2/2016)1 o [If the review appraiser is a member of a professional appraisal organization that requires specific certification statements, include those statements here, or replace the appropriate, generic statement above.]

4. If appraisals differ significantly, as defined in Rule 18-1.006(5), F.A.C., the review appraiser shall discuss the differences with the appraisers and may request clarifications, additions and/or corrections to either, or both, appraisal reports prior to completing the review process. Immediately upon a determination that the value conclusions will continue to differ significantly, the review appraiser shall advise the BA by telephone and in writing and await further instruction.

5. The review appraiser shall ensure that the appraisals contain an Executive Summary for each parcel value and an Appraisal Checklist per the supplemental standards.

6. The review appraiser is to:

a. Ensure the BA receives electronic copies of all revisions of the work under review; and,

b. Ensure that all requested edits are addressed. When the author of the work under review does not make a requested change, that author is encouraged to provide a written explanation to the review appraiser and the BA.

Project Description

SMALL • BCC-Collier Land Holdings - Fee Page 4 of6

Client:

Florida Department of Environmental Protection, Division of State Lands, Bureau of Appraisal.

Intended Users:

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

Purpose of the Appraisal Review:

Develop a credible appraisal review report that meets or exceeds the minimum requirements established in USP AP Standards 3 and 4, and the Supplemental Appraisal Standards for the Board of

Trustees. The appraisal review is to ensure compliance with all applicable standards and recommend acceptance and approval, or rejection, of the works reviewed.

Intended Use of the Appraisal Review Report:

The intended users will rely upon the analyses, conclusions and opinion of appropriateness, credibility, quality and recommendation of the review appraiser to assist with internal decisions about the acceptability of the works reviewed.

The scope of work for the appraisal review assignment does not include:

• Developing an independent opinion of value for the subject property in the works reviewed

• Site visit, if aerials available are enough to understand the physical characteristics of the subject property.

• Visiting each comparable sale, if enough information is available through the Internet and the works reviewed to understand the economic and development pressures of the subject property.

Extraordinary Assumptions:

The client requires the selected review appraiser to discuss any extraordinary assumptions prior to their use in the appraisal review report. Extraordinary assumptions must appear in a separate section of the review report.

Hypothetical Conditions:

The client requires the selected review appraiser to discuss any hypothetical conditions prior to their use in the appraisal review report. Hypothetical conditions must appear in a separate section of the review report.

Rev. l /2/2020

Page 6 of6

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

AFFIDAVIT

PROJECT: SMALL - BCC-Collier Land Holdings - Fee

BIA FILE No.: 19-8111

COUNTY: Collier

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_.

Notary Public State of Florida

TO:

FROM:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Jeremiah Thompson, Government Operation Consultant Ill Bureau of Real Estate Services

Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: October 8, 2019

PROJECT NAME: Strategic Managed Areas Land List - Fakahatchee Strand - DRP 7

OWNER'S NAME: Collier Land Holdings, Ltd.

PARCELIDS:00984080007, 00984480005, 01140240004, 01140920104

Sections 30 and 31, Township 51 South, Range 30 East Sections 6 and 7, Township 52 South, Range 30 East, Collier County

COMMENTS: There is a 60' wide electric easement running through the property.

AREA: 1278 acres (21 acres uplands, 1257 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated September 20, 2019 has been reviewed.

• Access is via State Road 29, an improved public road.

Ron DeSantls Governor

Jeanette Nunez Lt. Governor

Noah Valensteln Secretary

• The legal description was derived from OR Book 959, Page 940, Collier County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data and US 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.

EXHIBIT"A"

All of the West½ of Section 30, Township 51 South, Range 30 East, Collier County, Florida, and that part of the North ½ of the Northeast ¼ of Section 30 lying West of State Road 29 right of way.

All of Section 31, Township 51 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way, Less and Except the North½ of the North½ of the Northeast¼ thereof.

All of Section 6, Township 52 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way.

All of Section 7, Township 52 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way.

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 DRP- 7

Collier Land Holdings, Ltd.

Collier County

BSM

BY 5 K

Date: 10.22.2019

Data Sources:

1) Cadastral 201 8 Data

2) National Wetlands Inventory

3) Florida Conservation Lands

4) Florida Fo rever BOT Pro ject

5) N AVTE Q Roads

6) Bing Aerials

Subject Parcel National Wetlands Inventory

I ■ ■• •

I ■•

I ■ ■ I ■ I ■ •

0 2,000 4,000 8,000 - -C Florida Forever Project Boundaries State Managed Conservation Lands ---Feet

- Federal Managed Conservation Lands

Fakahatchee Strand Preserve State Park Owner: Collier Land Holdings, LTD.

Collier County, Florida

File Location; \\FLDEP1 \ DSL_Dat:a\ SUR\7EY\ Fakahatchee Strand Prcser,,e State Puk\ Buffcrs Area\CDC Land lnvcstmcnts \ GIS\Appraisal_Fa.kahatchcc_Straml_Buffcri;_CDC_Land_Larger_Piccc.mxd Date Savcd: 10/8/ 2019 Hl9:55 PM tvLr.p Created By: G W Stelter

Page 6 of6

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

AFFIDAVIT

PROJECT: SMALL - BCC-Collier Land Holdings - Fee

B/AFILENO.: 19-8111

COUNTY: Collier

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

Sworn to and subscribed before me this 2 ~ day of _ __,_/4_~ __ ___:;:;;._ ___ , 20 Z.O p~~~ State of Florida

03_RFP _Reviewer Rev. 1/2/2020

_.._ Sharon L Morgan

W Comm.lGG338~9 =- Expies: July 9, 2023

Bonded Thru Aaron Notary