CN-370000-PL288-T22.pdf
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- Contract number
- PL288
- 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 #PL288. The assignment involves String Appraisal Services, Inc., represented by Joseph S. String, conducting appraisal services for the Green Swamp property owned by AVT Ranch, Inc. located in Polk County, Florida. The task is managed by DEP Contract Manager Jay F. Scott and DEP Designated Task Manager Julie Story. The appraisal assignment pertains to a conservation easement acquisition for the Division of State Lands through the Florida Forever Program, with the Board of Trustees of the Internal Improvement Trust Fund serving as an intended user of the appraisal.
The contract is a fixed-price deliverable valued at $4,387.50 for appraisal services on a 713-acre property comprising 535 acres of uplands and 178 acres of wetlands across two contiguous parcels (Parcel IDs: 25-26-05-000000-031010 and 25-26-06-000000-010000). The appraisal is to provide an opinion of conservation easement value to assist the State in acquisition negotiations. The work product must be delivered electronically in Adobe PDF or Microsoft Word format with full editing and commenting capabilities, including an Executive Summary for each parcel and an Appraisal Checklist. The contractor must submit the work for review prior to final approval by the Chief Appraiser and shall provide a digital copy on CD or DVD to the designated task manager upon approval. Funding is sourced from Florida Forever (Fund #348014, Project #50277) with a start date of upon execution of the task assignment and completion upon transmittal of an approved appraisal report. The contractor must notify the DEP Task Manager in writing at least three business days in advance of any site visits and must provide a signed notarized affidavit confirming no vested or fiduciary interest in the property.
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Text version
Florida Department of Environmental Protection Division of State Lands
Bureau of Appraisal
ATTACHMENT A
TASK ASSIGNMENT NOTIFICATION FORM
DEP Contract #: PL288 j Task Assignment: 122 j BA #: I 19-8092 Project Name: Green Swamp
Owner's Name/Parcel A VT Ranch. Inc.
County: Polk
Contractor's Name: String Appraisal Services, Inc.
Contractor's Representat•ivc: Joseph S. String Phone#:
DEP Contract Manager: Jay F. Scott Phone#:
DEP Designated Task Manager: Julie Story Phone#:
Task Assignment Completion Date: I Upon transmittal of an approved Appraisal Report
Task Description:
For Appraisal Services:
I BLA#: j 327950
(863) 292-0657
(850) 245-2667
(850) 245-2653
The Contractor's invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price Deliverables: 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 a11ocated 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 l 8-1.007(5)(a), Florida Administrative Code, (FAC).
DEP Contract #: PL288 Task#: 22 BLA #: 327950 Pa e 1 of3 Revised: 07/1912018
ATTACHMENT A
TASK ASSIGNMENT NOTIFICATION FORM
The work for review is to 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 the Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.
Refer to Exhibit 1 for other information pertinent to this appraisal assignment.
Fees and Start Date:
Fixed-Price Total: $4,387.50 Fee Schedule Not to Exceed Total:
Cost Reimbursement Not to Exceed Total:
Starting Date: Upon Execution of this Task Assignment
Si atures:
Date: q_
Date: G t;/ C\
Date: '~ I (, h
• ~•lly signed by Joseph S. String DN: cn~S. Sbtng,OzStt;ng ~ Servk:es, Josep S. Stnng '"'· .... ..,.;~,,.""".,.."""""·"'""''"u' Dille: 2019.09.17 09..33:03-04'00' Date: 9/17/2019
F d" I fi un me; n ormation:
Project Funding Source: Florida Forever
Organiz.ation Code#: 37102200000 Fund#: 348014 Category: 084108 Exp. Opt.: NE I Line#: I NIA BE Code: 37100400 Year: 16
Object Code#: 134400 Project#: 50277 I OCA Module: I N IA FLAIR Accounting Code: 37202348014371004000008410816
Cc: Contracts Section
DEP Contract#: PL288 Task#: 22 BLA #: 327950 P e 2 of3 Revised; 07119/2018
EXHIBIT l
TASK ASSJGNMENTNOTIFJCATION FORM
Bl A File Name: Green Swamp I B/A fi le#: I 19-8092
County: Polk
Fee Appraiser's Name: Joseph S. String
DEP Contract #: PL288 I Task Assignment#: I 22
DEP Contract #: PL288 Task#: 22 BLA #: 327950 Pa e 3 of3 Revised: 07/19/2018
Exhibit 1
Information for Appraisal
Project Identification: GREEN Swamp - A VT Ranch - FF - CE
BA File No.: 19-8092 Cowity: POLK
Ownership: A VT Ranch, Inc.
Owner's Representative: Dean Saunders, di:an;a saudncrsrealestotc.com, 863.287.8340
Property Description: This appraisal is for a less than fee, conservation easement acquisition through the Division of State Lands, Florida Forever Program.
The total acreage to be acquired for the conservation easement is 713 acres (535 acres uplands, 178 acres wetlands) across two contiguous parcels. According to the Polk County Property Records, the parcels listed below total approximately 904 acres. One parcel will be partially encumbered (25-26-06- 000000-010000). (See attached map.)
Both parcels have frontage along Deen Still Road. The eastern parcel is adjacent to the Van Fleet Trail (part of Florida's system of Greenways and Trails).
Improvements:
Improved and native pasture, swamp, and fencing. There are several building structures, none appear to be within the conservation easement boundary.
Property Tax Identification Numbers: 25-26-05-000000-031010 and 25-26-06-000000-010000
Legal Description: See fi]e: "Appraisal Map A VT''
Client:
Bureau of Appraisal, Division of State Lands
Intended Users:
The client and the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.
PUIJ)ose and Intended Use of the Appraisal:
The purpose is to provide an opinion of conservation eao;ement value. The intended use is to assist the State with the acquisition negotiations of the proposed conservation easement.
Extraordinary Assumptions and/or Hypothetical Conditions:
The appraisal of the 'afte r' condition will require the appraiser to use a hypothetical condition that as of the date of value, the proposed conservation easement is in place. The appraiser wiJI discuss any other hypothetical conditions or extraordinary assumptions with the BA Staff Appraiser managing this assignment to obtain concurrence before its use.
BA 03 RFP_Appraiser(Effective: 7/11/2019) Page 2 of5
Exhibit 1
Information for Appraisal
Project Identification: GREEN Swamp - A VT Ranch - FF - CE
Interest Appraised:
[8'.l Conservation Easement OFeeSimple
BA File No.: 19-8092 County: POLK
D Land Protection Agreement D Less than Fee Simple Select 0 Life Estate 0 Others (describe):
Applicable Appraisal Standards:
1:8] Supplemental Appraisal Standards for the Board of Trustees which can be found at:
Supplemental Am,raisal St;mdard ' for the Board of Trustees (3 ':! 2016) ~ Uniform Standards of Professional Appraisal Practice 0 Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):
Report Format:
[8'.l Narrative Single Parcel Ownership, Appraisal Report D Narrative Multiple Parcel Ownerships, Appraisal Report 0 Narrative Restricted Appraisal Report D Other (specify):
Five Year History of Title to be furnished by:
(81 State D Fee Appraiser D Waived
Other Considerations:
Attachments:
D Survey, Certified [8'.l Appraisal Map ~ Plat Map 0 Sketch ~ Property Card D Location Map ~ Other: Title Commitment
Acquiring Agency: Division of State Lands, Florida Forever Program
Requested Number of Days for Delivery:
30 days, or best time frame
BA 03 _ RFP _Appraiser (Effective: 7 / 1 l /2019) Page 3 of5
FLOIIDA DEPARTMENT OF
Environmental Protection
~=t= Talalimee, Rmida 3239S-Jm
APPRAISAL MAP REVIEW MEMO
TO: Stephen McKeough, Govemment Operation Consultant Ill Bureau of Real Estate Services
FROM: Steve Kellogg, PLSM Signature: _ ___./4::........:::..___- ~_:_~--=.;..~ / _ ___ _ Bureau of Survey & Mapping Date: November 16, 2018
PROJECT NAME: Green Swamp - Withlacoochee River Headwaters
OWNER"S NAME: AVT Ranch, Inc.
PARCEL ID: 25-26-05-000000-031010 and part of 25-26-06-000000--010000
Sections 5 and 6, Township 26 South, Range 25 East, Polk County
COMMENTS: The property is pasture with some isolated wetlands. A portion of Section 6 will not be included in the Conservation easement. The location will be identified end described by field survey. The Eastern boundary of the property adjoins the Van Fleet Trail.
AREA: 713 acres total (535 aaes uplands, 178 acres wetlands)
• lhe property does not appear to be waterfront
• Title infonnation dated August 17, 2018 has been reviewed.
• Access is via Dean Still Road, an improved public road.
• The legal description was deriYed from Official Records Book 7115, Page 464, Polk County Public Records, and is attached as Exhibit "A ...
• The boundaries. areas and wetlands were derived from the Florida Department of Revenue GIS data end the US Fish and Wildlife Service National WeUands Inventory (NWI) Data.
The description, areas, boundary and encumbrances are subject to change with an accurate f"aeld survey and title Insurance commitment.
EXHIBIT "A"
The West½, West of Railroad Right of Way of Section 5, Township 26 South, Range 25 East, LESS the North 40 foot right of way for Dean Still Road.
Section 6, Township 26 South, Range 25 East, Polk County, Florida, LESS right of way for Dean Still Road, ALSO LESS a parcel of land to be identified and described accurately by field survey.
All lying and being in Polk County, Florida.
NOTE: This legal description is for appraisal purposes. There may be revisions to this description based on a boundary survey and a title insurance commitment of the property.
Green5wamp AVTRandl, Inc.
Polk County
BSM
IlY 5 ,:
Date: 11.16.2018
N .lrional Wci'l..&ndi lm"l:l'1tof")· Aond:i. {~ u 1,t'rY ,1t:iu11 L.m<l~ lbi<l.i fr,rM1..'f liO T ~?$
-.; \\"Tl'Q Ro.,b lli"ll ,.,ri,k
Subject Patccl
Crew Swamp rturida Forever BOT Project
- J"Pitblocoo.·hee River Headwaters
Subject Parcel
' it
Wetlands: 178 Acres Uplands: 535 Acres
Total: 713 Acres
National Wetlands lnventmy 0 1,000 2,000 4,000
.:.._~ Florida Foi:cvcr BOT Projects D State Managed Conservation Lands s
- -- - Feet
Green Swamp Owner: AVT Ranch, Inc.
Polk County, Florida
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-a~ r ... ,.,m,1 n,. r.v; s.i .. n ...
j u T ... ~ AF • • .JAVIT TO BE COMPLETED ANO R ETIJR'NED "*
AFFIDAVIT
PR.OJECT: : Green Swamp - AVT Ranch - FF - CE
COUNTY: POLK
Bl A FILE No.: 19-8092
I hereby certify that I have no vested or fiduciary interest in the captioned project.
Sworn to and subscribed
M-Affidavit Rev. 12/ 1/2015
(JC-s,~ Ap,ruser Signature
Printed Name 1
17 4-1 s \ \ ore me this ___ day of '- e f :e ,,1t"JeV . 20 \ 9
St.ate of Florida /,~ , <(i. ···, AUDRIA ANNA STOKES ff .~~-, Notary Fubhc • State of Florida \~~/' Cornmm1on ~GG 236671
·-.~ or r."!. ·' My Comm. upires Jul t0, 2022 So~deo through Nattonal Notary Assn.
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