CN-370000-PL285-T16.pdf

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Master Agreement FL|PL285|e1cee8d741e5f2d225042b2b43f9bc95
Contract number
PL285
Issued by
Florida

About this file

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal, under DEP Contract PL285. The assignment engages Clayton, Roper & Marshall, Inc., represented by Craig H. Clayton, to provide appraisal services for the Strategic Managed Areas Land List (SMALL) - Hamilton project in Sumter County, Florida. The contract involves the appraisal of a 40.5-acre parcel owned by Ronnie Hamilton, adjacent to Dade Battlefield Historic State Park. Key DEP contacts include Contract Manager Jay F. Scott and Designated Task Manager Frances Alford. The project is funded through the Florida Forever program using Fund #348014 with a FLAIR Accounting Code of 37202348014371004000008410816.

The fixed-price contract deliverable is valued at $2,775.00, with work commencing upon task assignment execution. The contractor must submit an appraisal report in narrative format for a single parcel, prepared in accordance with the Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice. Deliverables include an Executive Summary, Appraisal Checklist, and a digital copy of the completed Appraisal Report on CD or DVD. The appraiser must conduct a site visit with written notice to the DEP Task Manager at least three business days in advance and provide a work-for-review document to the Bureau of Appraisal prior to final approval by the Chief Appraiser. The appraiser must also furnish a five-year title history and address the effects of oil, gas, and mineral rights on property value. Invoice payments commence upon receipt and approval of proper invoices and completed services, with failure to respond to DEP requests within four working days resulting in a one-percent daily penalty of the total fee.

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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK A SSIGNMENT NOTIFICATION FORM

DEP Contract#: PL285 J Task Assignment: I 16 I BA#: I 19-8094 Project Name: Strategic Managed Areas Land List (SMALL) - Hamilton Owner's Name/Parcel Ronnie Hamilton County: Sumter

Contractor's Name: Clayton, Roper & Marshall, Inc.

Contractor's Representative: Craig H. Clayton Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Frances Alford Phone#:

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

Task Description:

For Appraisal Services:

I BLA#: I 328t54

407) 772-2200

(850) 245-2667

(850) 245-2744

The Contractor' s invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price De liverables: Invoice Number, 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 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, (F AC).

DEP Contract#: PL285 Task#: 16 BLA #: 328154 Pa e 1 of3 Revised: 07/ 19/2018

ATTACHMENT A

TASK ASSIGNMENT NOTIFICA TlON FORM

The work for review is lo include an Executive Summary for each parcel appraised and an Appraisal Checklist as well as other requirements for the appraisal format 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 lhe Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

Refer to Exhibit l for other infonnation pertinent to this appraisal assignment.

Fees and Stan Date:

Fixed-Price Total : $2,775.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si atares:

DEP Contract Mana er: Date:

.., I \ I l

DEP Fundin Authorit : Date: C\ lt:>/ I~

DEP Contractual Authorit : Date: 1 1..> l ,1

Date:

F ncr W tion • mtE orma :

Project Funding Source: Florida Forever Organization Code#: 3 7102200000 Fund#: 348014 Category: 084108 Exp.Opt.: NE I Line#: I NIA BE Code: 37100400 Year: 16

Object Code#: )34400 Project#; FF10030 I OCA Module: I N/ A

FLAIR Accounting Code: 37202348014371004000008410816

Cc: Contracts Section

DEP Contract#: PUSS Task#: 16 BLA #: 328154 P 2of3 Revised: 07/19/2018

EXHIBIT l

TASK ASSJGNMENT NOTIFICATION FORM

Bl A File Name: Strategic Managed Areas Land List (SMALL) - BIA File #: 19-8094 Hamilton

County: Sumter

Fee Appraiser's Name: Craig H. C layton

DEP Contract #: PL285 Task Assignment#: I 16

DEP Contract #: PL285 Task #: 16 BLA #: 3281 54 Pa e3of3 Revised: 07/19/2018

Exhibit 1

Information for Appraisal

Project Identification: STRATEGIC Managed Areas Land List (SMALL)- Hamilton FF

BA File No.: 19-8094 County: SUMTER

Ownership: Ronnie Hamilton 352-303-0523, PO Box 970, Bushnell, FL

Property Description: The subject is adjacent to Dade Battlefield Historic State Park (Bushnell, Florida) on the west boundary and contains 40.5 acres (25.9 acres uplands). Access to the subject and frontage is via CR-650 (aka Scrammy Hunt Road).

Property Tax Identification Number and Legal: N20-00 I, The NE ¼ of the NE ¼ of Sec 20, T21 S, R22E, Sumter County

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal:

Extraordinary Assumptions and/or Hypothetical Conditions: NIA

Exceptions from the Title:

10. Drainage Easement in favor of the State of Florida, for the use and benefit of the State Road Department of Florida, dated November 30, 1966 and recorded December 19, 1966 in Official Records Book 81 , Page 195, of the Public Records of Sumter County, Florida.

11. Temporary and Permanent Easement in favor of Sumter County, Florida, a political subdivision of the State of Florida, dated August 4, 1980 and recorded August 6, 1980 in Official Records Book 234, Page 133, of the Public Records of Sumter County, Florida.

Interest Appraised:

D Conservation Easement ~ 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 ofS

Exhibit 1

Information for Appraisal

Project Identification: STRATEGIC Managed Areas Land List (SMALL) - Hamilton FF

BA File No.: 19-8094 County: SUMTER

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:

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 ~ Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map D Other:

Acquiring Agency:

State - Florida Forever

Requested Number of Days for Delivery:

30 days, or your best time frame.

BA 03 _ Rf P _Appraiser (Effective: 7/11/2019) Page 3 of5

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental 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

~ '&/. ?fkA. / Steve Kellogg, PLSM Signature: ________ ~ _ IY __ _ Bureau of Survey & Mapping Date: August 16, 2019

PROJECT NAME: Strategic Managed Areas Land List- DRP 8

OWNER'S NAME: Ronnie Hamilton

PARCEL ID: N20-001

Section 20, Township 21 South, Range 22 East, Sumter County

RonDeSantts Governor

Jeanette Nufle.z Lt Governor

Noah Valenstein Secretary

COMMENTS: The property is adjacent to Dade Battlefield Historic State Park on the west boundary.

AREA: 40.5 acres (25.9 acres uplands, 14.6 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated July 31 , 2019 has been reviewed.

• Access to the property is via CR-650, an improved public road.

• The legal description was derived from OR Book 3009, Page 202, Sumter 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"

The Northeast¼ of the Northeast¼ of Section 20, Township 21 South, Range 22 East, Sumter 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.

Strategic Managed Area Lands list Dade Battlefield Historic State Park Ronnie Hamilton Sumter County

~M

BY :SI<

Date: 8.16.2019

D.a.u So\arccs:

1) Cada,tl'"AI 2018 D;,ir.1 Z) L'al l0t\al \\rtbnd9 lm"'l:fltory

J) Flonda Cons«<•oon Landt -') Flonda Forn~r llOT Pn>tta•

5) NA\ 'TEQ Rood,

6) Bing A<ml, Subject Parcel

Strategic Managed A rea Lands List Florida l'orever BOT Prqject

- DRP-8

[I] OR Book 234 Page 133 OR Book 81 Page 195

0 250 500

National Wetlands Inventory Florida Forever Project Boundaries State Man ed Conservation Lands

- -- - Feet

OR Book 234 Page 133 Permanent Easements

1,000 i

Dade Battlefield/S.M.A.L.L. FF Project

Sumter County, Florida

Fw Lounnn: \ \FLJ)tJl>l \ t«b_cad\CounhH_G IS\~ter\Dadc-__&ttkfidd SMAU._FF _P'tufKLf f.-ihu.t\GlS\App~- H..1dtfdl__5,\4AI..J...fi _PftltKI_H..,.._"'_..

IA1., Sitv«LAl/l6/all? l()l6,:Jl AM \hp Ul/•l.fd 8r- G111 StithH

•• THJS AfFIDA VIT TO BE C OMPLETED AND R£TIJRNED ••

AFFIDAVIT

PROJECT: STRATEGIC Managed Areas Land List (SMALL)-HamUton

COUNTY: Sumter

BIA fll.E No.: 19-8094

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

Printed Name

Sworn to and subscribed before me this \lo~ day o"-t>,.1' ~ • 20 \S., 04-A ffidavit Rev. 1211no15

,Q1~\J·~ Notizy Public State of Florida

'-"'' ALLYSON V. RICHARD

- MY COMMISSION# GG36550 "'°':, EXPlRES. October OS, 2020

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