CN-370000-PL288-T29.pdf

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Master Agreement FL|PL288|b8f917f117748d70815bf1ba6aec32d2
Contract number
PL288
Issued by
Florida

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Document Summary

This is a Task Assignment Notification Form from the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal, issued to String Appraisal Services, Inc. for appraisal services on the Peace River Refuge conservation easement project in DeSoto County, Florida. The contract is identified as DEP Contract #PL288, Task Assignment #29, with Bureau of Appraisal File #20-8148. Key personnel include Joseph S. String (Contractor Representative), Jay F. Scott (DEP Contract Manager), and Wayne Griffin (DEP Designated Task Manager). The property owner is Peace River Preserve, LLC, and the property is located approximately 5 miles southwest of Arcadia along the Peace River.

The assignment requires appraising a proposed conservation easement for a 761.2-acre tract comprising 292.7 acres of uplands and 468.5 acres of wetlands, with approximately 2.8 miles of Peace River frontage. The fixed-price fee for this appraisal service is $3,487.50, with project funding from Florida Forever (Fund #348014). The appraiser must deliver a work-for-review document in Adobe PDF or Microsoft Word format by the due date, followed by a final appraisal report upon approval by the Chief Appraiser. The assignment is to be completed within 30 days or the appraiser's best timeframe, and the task is considered complete upon transmittal of an approved appraisal report. The appraiser is required to provide a signed and notarized affidavit confirming no vested or fiduciary interest in the property, and to communicate site visit details to the DEP Task Manager at least three business days in advance.

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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFTCA TTON FORM

DEP Contract#: PL288 I Task Assignment: I 29 I BA#: I 20-8148 Project Name: Peace River Refuge Owner's Name/Parcel Peace River Preserve, LLC County: DeSoto Contractor's Name: String Appraisal Services, Inc.

Contractor's Representative: Joseph S. String Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Wayne Griffin Phone#:

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

Task Description:

For Appraisal Services:

I BLA#: I

(863) 292-0657

(850) 245-2667

(850) 245-2664

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 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 Contract/Task 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, (PAC)).

DEP Contract#: PL288 Task#: 29 BLA#: Pa e 1 of 3 Revised: l /1/2020

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 an eleccronic copy of the Appraisal Report, by email or other agreed method of delivery, to the BAs Designated Task Manager.

Refer to Exhibit I for other information pertinent to this appraisal assignment.

Fees and Start Date:

Fixed-Price Total: $3,487.50 Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si atures:

DEP Contractual Authori

F d' I '1 ti un m2 n orma on:

Project Funding Source:

Organization Code#:

Category:

BE Code:

Object Code #:

FLAIR Accounting Code:

Cc: Contracts Section

DEP Contract #: PL288 Revised: 1/1/2020

Digitally slgN!d by~ s.. So1ng h S St • DN,=-•---.... ••..J osep . ring ~ .. .., ... ;~-~.,.. .. .,,.. .. ,,,.,..,,, Dile: 2020.02.0306:•42:31-0S'OO'

Florida Forever

37102200000 Fund #: 348014

084108 Exp. Opt.: NE 37100400 Year: 19

134400 Project#: FF08040 37202348014371004000008410819

Date:

Date:

Date:

Date:

Task #: 29 BLA#:

J ,'3-y,, ~ -3 -~ o

,:}-:;-z..c.,1

2/3/2020 l Linc#: j NA

I OCA Module: I NA

P e 2 of3

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: Peace River Refuge I BIA File#: 120-8148

County: DeSoto

Fee Appraiser's Name: Joseph S. String

DEP Contract #: PL288 I Task Assignment#: I 29

DEP Contract#: PL288 Task#: 29 BLA #: Pae 3 of3 Revised: 1/1/2020

Exhibit 1 Information for Appraisal

Project Identification: PEACE River Refuge BA File No.: 20-8148 County: DESOTO

Grantor: Steve Levine, stevelevine 1 h@gmail.com 954/536-5491

Grantor's Representative: Same as above

Grantee: NIA

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

Property Description: This assignment will be for a Proposed Conservation Easement. The subject property is located in DeSoto County, about 5 miles southwest of Arcadia. The original property that was purchased, has frontage along County Road 760,just east of the Peace River, however, the subject of this assignment doesn't have any road frontage. The owner will be providing a 60-foot Ingress/Egress Easement along the old abandoned Railroad tracks (see attached maps). As can be seen from the maps, the entire subject tract contains 761.2 acres, with 292.7 acres of uplands (38.5%). The property is separated by the old abandoned railroad. The 109.3 acres south of the RR Tracks DOES NOT have legal access and I'm not sure about Physical at this time.

Property Tax Identification Nurnber(s): See Attached

Legal Description: See Attached

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 Market Value of the Proposed C.E. for possible Land Acquisition.

Extraordinary Assumptions: NI A

Hypothetical Conditions: N/ A

BA 03_RFP_Appraiser Revised: l /2/2020

Page 2 of6

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

Exhibit 1

Page 3 of6

Exhibit 1

Applicable Appraisal Standards:

Project Identification: PEACE River Refuge

BA File No.: 20-8148 County: DESOTO

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

Supplemental Appraisal Standards for the Board of 1 rustees (3/2/2016) [gl Uniform Standards of Professional Appraisal Practice 0 Uniform Appraisal Standards for Federal Land Acquisitions 0 Other (specify):

Report Format:

[8J Narrative Single Parcel Ownership, Appraisal Report 0 Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report 0 Other (specify):

Five Year History of Title to be furnished by:

0 State [8J Fee Appraiser D Waived

Other Considerations:

Appraiser the Before and After Value of the subject property.

Attachments:

D Survey, Certified [8J Appraisal Map 0 Plat Map 0 Sketch D Property Card 0 Location Map [8J Other: Appraisal Map Review Memo

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

30 days, or your best time frame.

BA 03 _RFP _ Appraiser Revised: 1/2/2020

Page 4 of6

TO:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Marjo,y Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operation Consultant Ill

RanDdanlll Govemor

JelMtlie Nlliez LlGovemor

NoahV..llfllln Secretary

FROM:

Bureau of Real Estate Services

Steve Kellogg, PLSM Bureau of Survey & Mapping

Signature: __ ~ ___ 1ll_._~-----

PROJECT NAME: Peace River Refuge

OWNER'S NAME: Peace River Preserve LLC

Date: December 11, 2019

PARCEL IDS: 20-38-24-0000-0012-0000, 21-38-24-0000-0031-0000, 28-38-24-0000-0010-0000, 28-38-24--0000-0011-0000, 28-38-24-0000-0012--0000, 28-38-24-0000-0020-0000, 28-38-24-0000-0030-0000, 29-38-24-0000-0010-0000

Sections 20, 21 , 28 and 29, Township 38 South, Range 24 East, DeSoto County

COMMENTS: The property is wooded and wetlands. A boundary survey dated 7.15.2019 was provided and reviewed. There is approximately 2.8 miles of river frontage along the Peace River. An abandoned railroad corridor bisects part of the property.

AREA: 761.2 acres +/- (292. 7 acres uplands, 505.6 acres wetlands)

• The property does appear to be waterfront. It is located on the Peace River.

• Title information dated October 4, 2019 has been provided and reviewed.

• Access is via a proposed 60' ingress/egress easement from County Road #760, an improved public road. Part of the Southern part of the property does not appear to have access due to the railroad corridor.

• The legal description was derived from Special Warranty Deed recorded in Instrument # 201914005155, 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, US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data and the boundary survey referenced above.

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

EXHIBIT "A"

A parcel of land lying in Sections 20, 21, 22, 28 and 29, Township 38 South, Range 24 East, DeSoto County, Florida, described as follows:

All that part of the South½ of the South½ of Section 20, Township 38 South, Range 24 East lying East of the centerline of Peace River.

All that part of Section 21, Township 38 South, Range 24 East lying South of the centerline of Peace River and North of old abandoned Seaboard Airline Railroad.

All that part of the North ½ of the Northwest ¼ of the Northeast ¼ lying North of the old abandoned Seaboard Airline Railroad and the Northwest ¼ LESS right of way to the old abandoned Seaboard Airline Railroad and the North ½ of the Southwest ¼ LESS right of way to the old abandoned Seaboard Airline Railroad, and also four acres in the Northeast comer of the West ½ of the Southeast ¼ of the Southwest ¼ in Section 28, Township 38 South, Range 24 East.

All of Section 29, Township 38 South, Range 24 East lying East of the centerline of Peace River. LESS right of way to the old abandoned Seaboard Airline Railroad, NOTE: This legal description is for appraisal purposes. There may be revisions based on a boundary survey and title insurance commitment of the property.

Peace River Refuge Peace River Preserve LLC DeSoto County

BSM

BY ~j:;

Date: 12.10.2019

Flo.

_., Fl .

:>I N.Ii.:

,, B.ig

Subject Pan.-cl

NatlonaJ ~"t:dands lnT"entory

Florida Forenr Project Boundaries

State: Managed Con~erration LanJ~

0 0.25 0.5 - -- - Miles

Peace River Refuge - FF Project Owner: Peace River Preserve, I.LC

DeSoto County, Florida

FIN WC-.~ \\fl.DF.Pl \D~Dna\SUR.VBY\~• boc:, ~ 2759\Pc-ll(c R.iirc, ,u_.~ U.C\GIS\App,nmLPnc•.JtHW .... bf'VJ.o~1100..aud.

O.w S.."'""-: ll/10/2019 lli(Md.2 PM ,\lap ~Atd Br: GW ~r

OmSo.m:es:

Peace River State Forest

1) Cadamal 2018 Dm :2') National Wetlands lnventO'}' l : Florida Constt-..'lltioo Lands JI Florida Fote\"U BOT P.:ojeas i 1 N..'\VTEQ Roads f11 Bing .Aerials

(SJ Subject Parcel

I

Peace Rit1er Refuge Florida Forever BOT Project

Strategic Managed Area Lands I..i.st FkJrida Forever BOT Project

-FFS-7

Reynolds Conservation

Easement

Proposed 60 Foot Ingress/Egress Easement

SW : utlty Roe • 760~

Peace River Refuge FkJrida Forever BOT Proje.t

Wetlands: 468.5 Acres Uplands: 292. 7 Acres

Total: 761.2 Acres fS3 Proposed Easement 0 0.5 1 2 - ----flori.da For~ Proiect Boundarit:s State Managed Con:;en-arion Land.;

Miles

Peace River Refuge - FF Project Owner: Peace River Preserve, LLC

D eSoto County, Florida

File Loutioa: \ \fl.01:PJ\OSl...,.Dltfi\SUR.\"'EY\Pl:au Aii.'6"M. 2759\Pc,u ~r Pmctw Ll.C\GIS\.o\ppi.i&,AJ_ \ ,...~tyJttc«-Jj~cJlfl•_Roo.rrt.on.nui1'l D•teS..--': 12/11/2019 U►.nl6AM Map CftSltd Br, G\1" Sulriu i

UI

I)

0:11tt Sou.rtn:

1l Cadailnl 2018 D112

U plands: 227 1-\cres Total: 651.9 .,-\ crcs

1') Nj.tional \\ttlands. lnvcntOl·y \ · Florida Con$Cn 'iltioo Land~ 11 Aorida Forn<r BQT Project, >I NA\'TEQ Roads ~I Bngkmls

Subj(:ct Pared National W'etlanJs ln'\"entoi, flori<la For«-cr Project l~oundaries

0 0.25 0.5 - -- - Mires

South Parcel Wetlands: 43.6 Acres Uplands: 65.7 Acres Total: 109.3 Acres i

Peace River Refuge - FF Project Owner: Peace River Preserve, ILC

DeSoto County, Florida

1¥ LCKt.tiow.. \ \P'L06PI\DSl.,_0.lli\SURVC:Y\Pe.c:~ be.-M"C'!' 2759\ft-.."g b-tr P~ lLC\GJS\Appai~...JlM.r_~ ... _1..ob<rl'ttOILSdi1-.mzd Due 5.&wd. I /l◄/'1UJIJ Hl:2A:27 AM M.p~ By: GW Slet•u

** THIS AFFlDA VJT TO BE COMPLETED AND RETURNED **

AFFIDAVIT

PROJECT: Peace River Refuge

COUNTY: DeSoto

B/AFILENO.: 20-8148

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

•• THIS AFFIDAVIT TO BE COMPLETED AND R ETURN ED ••

AFFIDAVIT

PROJECT: Peace River Refuge

COl T Y: DeSoto

BIA FILE No.: 20-8148

I hereby certify that I have no vested or fiduciary interc~1 in the captioned project.

Appraiser Sign ture

Sworn to and subscribed before me this j f d day of __.be __ b=---- --------'' 20 •;i 0

04-Affidavit Rev. 12/1/2015

~i~k" ~w--4~ 'JJ1~ .£(} Notary Public tate of Florida

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