CN-370000-PL284-T17.pdf

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

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This is a Task Assignment Notification Form for an appraisal review services contract under DEP Contract #PL284, Task Assignment #17, issued by the Florida Department of Environmental Protection (DEP). The contract engages S.F. Holden, Inc., represented by Phil Holden, to perform appraisal review services for the Myakka Ranchlands project in DeSoto County, Florida. The property owners are Duane and Sandra Rawls. The DEP Contract Manager is Jay Scott, and the designated task manager is Wayne Griffin. The task involves a technical review of a draft appraisal prepared for a proposed conservation easement land transaction.

The fixed-price task cost is $1,200.00, with work commencing upon receipt of the appraisal to be reviewed. The contractor must deliver specific products within defined timeframes: mark-ups within 7 days, a draft appraisal review document within 14 days, and a final Appraisal Review Report with a recommendation for acceptance or rejection within 21 days of receipt. The subject property comprises 380 acres (308 uplands, 72 wetlands) located south of Highway 72 in DeSoto County. The appraisal assignment concerns a conservation easement over the entire property, with the owners retaining ability to maintain their cow-calf operation and construct one homesite. The project is funded through Florida Forever, with funding source documentation provided through FLAIR accounting codes. Payment is contingent upon DEP inspection and approval of all deliverables, with penalties of one percent of the total fee per day for failure to respond to DEP inquiries within four working days.

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ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL284 I Task Assignment#: 111 I ij/A File#: 20-8191

Project Name: Myakka Ranchlands

Owner's Name/Parcel: Duane and Sandra Rawls

County: DeSoto

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

Contractor's Representative: Phil Holden Phone#: 561-626-2004

DEP Contract Manager: Jay 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 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# 17 Page: Page 1 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-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 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 7 days ofreceipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 14 days ofreceipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 21 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 # 1 7 Page: Page 2 of 3

Fixed Price Task Cost: $1,200.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

s· tu res: uma

DEP Contract Manager:

~ & L2ju>'--Af-r-'4 y',,,- .:,-:_u ~ ?(!(9,,ll .o:~.;wr✓,tJ5Jlf / .1-f7-N

Date: 05/01/2020

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DEP Funding Authority:

s~ l?-tUUllt !,"~afd/ N-.?//d

Date: 05/01/2020 . (;r(J(J "

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~h 1/&.'t'.,k# 7".ud 1//,;t,,U/,P,../ _g

05/01/2020 DEP Contractual Authority ,/J,,(,.· .JW'a.01:(J/ ,,.~5/·$9

Date: .,:,ra7·

PhilipM. =r~PMipM.

Holden, ~-=--~~I\MAL

Appraiser Representative:

:;.il&pNif,,lt,cklen.<tln\

5/4/2020 MAI

Dolc2010.CISJM11:IXl::S6 Date: -~A(,or..--- 11.Q.l}

Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund#: 1348014

Category: 084108 Exp. Opt.#: NE I Line#: INA

BE Code: 37100400 Year: 19

Object Code #: 134400 Project#: FF06090 I OCA/Module#: I FLAIR Accounting Code: 137202348014371004000008410819 cc: Contracts Section

DEP Contract #: PL284 Task Assignment # 17 Page: Page 3 of3

Exhibit 1 Information for Appraisal

Project Identification: MY AK.KA Ranchlands BA File No.: 20-8191 County: DESOTO

Grantor: Duane and Sandra Rawls

Grantor's Representative: Julie Morris, 941-234-7201, jmorris@wildlandconservation.org

Grantee: NIA

Grantee's Representative: Amy Phillips, 850/245-2704, amy.phillips@floridadep.gov

Property Description: The subject property contains a total of 380 acres, with 308 acres of uplands (81 %). The property is located south of Hwy. 72 and access is by an improved ingress/egress easement of approximately 2 miles. Based on the aerial, it appears the property is approximately 50% pastureland and 50% wooded.

This appraisal assignment will consist of a Conservation Easement over the entire 380 acres. The owners want to maintain their current cow calf operation and have the ability to build 1 homesite. I have attached a copy of the Proposed Deed of Easement.

Property Tax Identification Number(s): 18-38-23-0000-0012-0000 (115.74 acres) 17-38-23-0000-0012-0000 (264.47 acres)

Legal Description: See attached

Client: Bureau of Appraisal.

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

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

Extraordinary Assumptions: NIA

Hypothetical Conditions: N/ A

Interest Appraised:

[8J 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

Page 2 of5

Exhibit 1

Information for Appraisal

Project Identification: MYAKKA Ranchlands

BA File No.: 20-8191 County: DESOTO

Applicable Appraisal Standards:

~ 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:

Attachments:

D Survey, Certified ~ Appraisal Map 0 Plat Map 0 Sketch D Property Card ~ Location Map ~ Other: Proposed Conservation Easement

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

21 days, or your best time frame.

BA 03 _ RFP _ Appraiser Revised: I /2/2020

Page 3 of5

TO:

F.LORIDA DEPARTMENT OF

Environmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operations Consultant Ill Bureau of Real Estate Services

Ron DeSantls Governor

Jeanettl Nufiaz Lt. Governor

Noah Yalenataln Secretary

FROM:

~ ~~A. .. /

Steve Kellogg, PLSM Signature: _ _______ ~ _,y ____ _ Bureau of Survey & Mapping

PROJECT NAME: Myakka Ranchlands

OWNER'S NAMES: Duane and Sandra Rawls

Date: February 19, 2020

PARCEL IDS: 17-38-23-0000-0012-0000 and 18-38-23-0000-0012-0000

Sections 17 and 18, Township 38 South, Range 23 East, DeSoto County

COMMENTS: The property consists of pasture, wooded lands and wetlands. The property is improved with a mobile home and barns.

AREA: 380 acres +/- (308 acres uplands, 72 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated January 2, 2020 has been reviewed.

• Access is via an ingress/egress easement described in OR Book 369, Page 375, which contains an improved roadway.

• The legal description was derived from Warranty Deed recorded in OR Book 587, Page 2071 , 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 and the US Fish and Wildlife Service National Wetlands Inventory (NWI) Data.

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

EXHIBIT" A II

A parcel of land lying and being in Sections 17 and 18, Township 38 South, Range 23 East, Desoto County, Florida

Commence at a 1" iron rod marking the Northwest corner of said Section 17, Township 38 South, Range 23 East; thence S 89°51 '28" E, along the North line of said Section 17, a distance of 726.68 feet for a Point of Beginning; thence continue S 89°51 '28" E, a distance of 1,868.85 feet; thence S 00°13'52" E, a distance of 5,308.06 feet to a point lying 30 feet North of the South line of said Section 17; thence N 89°49'13" W, a distance of 2,215.42 feet; thence S 00°29'03" W, a distance of 20.24 feet to a 5/8" iron rod stamped LS1956; thence N89°34'38" W, a distance of 407. 76 feet to a 5/8" iron rod stamped LS4410, marking the Southeast corner of said Section18, Township 38 South, Range 23 East; thence N 88°01'28" W, along the South line of said Section 18, a distance of 2,602.18 feet; thence N 00°19'22" E, a distance of 1,930.04 feet;

thence S 89°40'38" E, a distance of 3,313.39 feet; thence N 00°09'50" E, a distance of 3,321.91 feet to the Point of Beginning.

Myakka Ranchlands Duane and Sandra Rawls DeSoto County

BSM

BY s,:;

Date: 2.18.2020

•i I lorid:a F'"'f'fq>.f JVYf P,..-.j"'"~ 5i, \\Tl-:fJ Rt.l.d

6) 1\11)►,:. \, t1i1.h

Subjecr Pared

National Wetlanru. Im·enwn

J Florida Fore~er Projecr Boumfaries.

Stace l\Ian~ed Con::erYarioo Land::

0 1,000 2,000 - -- - Feet

Myakka Ranchlands Owner: Rawls

DeSoto County, Florida

P-UL! Locatna: \ \FLDEP1\1teh...od\ Cou11tics_GlS\Dt-soto\M)-.kk• R..ucbl&1uh_R.-.,.h\ GJS\Apptual_Mruh_RmehWlch.Jlnrls.rn:ird Date Sa-rm: 2/19/2020 10:05;02 AM M,p C,utcd By: GW Std.tu

4,000 i

Data Sources:

I) OR 587 PG 207 1

2) National Wetlands Inven tory ~-,,,.,

3) Florida Conservation Lands ;~ ,·:~ 1

4) Florida Forever BOT Projects m - ' .• r.;,;~ .. '.>---~~

5) NAVTEQ Roads /': . . >,

6) BingAerials ',.J.;.:. __ ;~~~-

Subject Parcel National Wetlands Inventory

D OR Book 369 Page 375 Florida Forever Project Boundaries State Managed Conservation Lands

0 0.25 0.5

Miles

Myakka Ranchlands Owner: Rawls

DeSoto County, Florida rile Location:\ \ FLD E Pl \ tcch_ead\Counties_G IS\ Desoto\ M)·akk:i. R.1.nchland s_Rawls\ G IS\ App raiu l_My:i.kka_ lunchla.nd,_Rawb_Ediu.,.mxd D ate Saved: 4/22/ 2020 3:45:03 PM Map C .eated By: G W Stelter

Ranchlands Page: 6

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

AFFIDAVIT

PROJECT: Myakka Ranch]ands

B/AFILENO.: 20-8191

COUNTY: DeSoto

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

Printed Name

Sworn to and subscribed before me this

State of Florida

03_RFP_Reviewer Rev. 1/2/2020 day of /Vl()..y

Sharon L Morgan Comm. t GG338249 Expm: July 9, 2023

Bn11ded Thro A1uon MotarY

, 20 20

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