CN-370000-PL288-T30.pdf

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Master Agreement FL|PL288|b8f917f117748d70815bf1ba6aec32d2
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 contract PL288. The task assignment involves an appraisal services contract with String Appraisal Services, Inc., represented by Joseph S. String, for property evaluation work in DeSoto County, Florida. The DEP contract manager is Jay F. Scott, the designated task manager is Wayne Griffin, and the property owner is HAU II, LLC. The project, titled "Strategic Managed Areas Land List (SMALL) – Peace River State Forest," is funded through the Florida Forever program and assigned under Task #30 with BA File #20-8146.

The contractor is tasked with appraising a 510-acre property consisting of 325 acres of wetlands and 185 acres of uplands, with access via a 60-foot ingress/egress easement. The fixed-price total fee for this appraisal assignment is $3,240.00, with a completion date upon transmittal of an approved appraisal report and a requested delivery timeframe of 30 days. The work must be provided as an electronic document in Adobe PDF or Microsoft Word format and include an executive summary for each parcel and an appraisal checklist. Funding is sourced from Florida Forever (Fund #348014, Object Code #134400, Project #FF10030). The contractor must submit a signed and notarized affidavit confirming no vested or fiduciary interest in the property and must communicate site visit scheduling to the task manager at least three business days in advance.

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Text version

DEP Contract#:

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal Arr ACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

PL288 I Task Assignment: I 30 j BA #: I 20-8146 I BLA #: I Project Name: Strategic Managed Areas Land List- (SMALL)- Peace River State Forest

Owner's Name/Parcel HAU JI, LLC County: DeSoto

Contractor's Name: String Appraisal Services, Inc.

Contractor's Representative: Joseph S. String Phone #: (863) 292-0657

DEP Contract Manager: Jay F. 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 Report

Task Description:

For Appraisal Services:

The Contractor's invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price Deliverables: Invoice Nwnber, Contractor's Name, Contract Nwnber, Task Assignment Nwnber, Project Name or Bureau of Appraisal (BA) File Name, BA File Nwnber, Date Work Began, Date Work Ended, and Amount of Fe.e 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 bas 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 l 8- l .007(5)(a), Florida Administrative Code, (F AC)).

DEP Contract#: PL288 Task#: 30 BLA#: Pa e 1 of3 Revised: 111/2020

A TI ACHMENT 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 lhe Supplemental Appraisal S tandards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant to 18-1.002(4), FAC) or designee, provide an electronic copy of the Appraisal Report, by email or other agreed method of delivery, to lhc BAs Designated Task Manager.

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

Fees and Start Date:

Fixed-Price Total : $3,240.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date : Upon Execution of this Task Assignment

Si natures:

DEP Contract Man er: Date:

~ , .:fu . _ ~ ._.._, -- Date: 0

DEP Contractual Authori J I ( Date:

2/03/2020

F d" I fi un me: n ormation:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund#: 348014 Category: 084108 Exp. Opt.: NE I Line #: I NA

DE Code: 37100400 Year: 19

Object Code#: 134400 Project #: FF10030 I OCA Module: I NA

FLAIR Accounting Code: 37202348014371004000008410819

Cc: Contracts Sectfon

DEP Contract #: PL288 Task #: 30 BLA#: Pa e 2 of3 Revised: 1/1/2020

EXHIBIT l

TASK ASSIGNMENT NOTIFICATION FORM

Bl A File Name: Strategic Managed Areas Land List- (SMALL)- Peace BIA File #: 20-8146 River State Forest

County: DeSoto

Fee Appraiser's Name: Joseph S. String

DEP Contract #: PL288 Task Assignment#: I 30

DEP Contract #: PL288 Task #: 30 BLA #: Pa e 3 of3 Revised: 1/ 1/2020

Grantor: HAU II, LLC

Exhibit 1 Information for Appraisal

Project identification: HAU II LLC Tract BA File No.: 20-8146 County: DESOTO

Grantor' s Representative: Dean Saunders, deanl@saundersrealestate.com 8631648-1528

Grantee: NI A

Grantee's Representative: Amy Phillips, amy.phillips@l1oridadep.gov 8501245-2704

Property Description: The subject consists of 510 total acres, of which, 325 acres are wetlands (64%) and 185 acres of uplands (36%). The site has physical and legal access via an existing 60-foot Ingress/Egress Easement (see attached maps). There are 4 areas (3, 4, 10.3 & 57.1 acres) that are only accessible by crossing the Peace River. Portions of the property are adjacent to the Peace River State Forest. Based on aerials from Google Maps, the property is heavily wooded and wet.

Property Tax Identification Number(s): 31-38-24-0000-0010-0000 & Portion of 25-38-23-0000-0010-0000

Legal Description: To be supplied later

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 the Market Value oftbe subject for possible Acquisition purchase.

Extraordinary Assumptions: NIA

Hypothetical Conditions: NI A

Interest Appraised:

0 Conservation Easement [8J Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate 0 Others (describe):

BA 03_RFP_Appraiser Revised: 1/2/2020

Page 2 of5

Exhibit 1

Information for Appraisal

Project Identification: HAU II LLC Tract

BA File No.: 20-8146 County: DESOTO Applicable Appraisal Standards:

r8] 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 0 Uniform Appraisal Standards for Federal Land Acquisitions 0 Other (specify):

Report Format:

r8] Narrative Single Parcel Ownership, Appraisal Report 0 Narrative Multiple Parcel Ownerships, Appraisal Report 0 Narrative Restricted Appraisal Report 0 Other (specify):

Five Year History of Title to be furnished by:

0 State r8] Fee Appraiser 0 Waived

Other Considerations:

Attachments:

0 Survey, Certified r8] Appraisal Map 0 Plat Map 0 Sketch 0 Property Card D Location Map D Other:

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 3 of5

FLORIDA DEPARTMENT OF

Environmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

DIVISION OF STATE LANDS

BUREAU OF SURVEY AND MAPPING

APPRAISAL MAP REVIEW MEMO

TO: Amy Phillips, GOC 111 Bureau of Real Estate Services

BSM ....d¥,U.S-

RonDeSantls Governor

Jeanette Nunez Lt. Governor

Noah Vatensteln Secretary

FROM: Gary Tew, PLS ll Date/Signature: DATE. January 28, 2020

PROJECT NAME: Strategic Managed Areas Land List - Peace River State Forest - FFS 7

OWNER'S NAME/ ADDRESS: HAU II LLC

Parcel I.D. Numbers: 25-28-23-0000-0010-0000 31-28-24-0000-0010-0000

Section 25, Township 28 South, Range 23 East, DeSoto County Section 31 , Township 28 South, Range 24 East, DeSoto County

COMMENTS: The property is adjacent to Peace River State Forest on the East, West and South boundaries. The property is located on the Peace River. There are three areas in the northeast part of the property that are separated by the river and creek.

AREA: 510 ACRES (185 acres uplands, 325 acres wetlands)

• The property does appear to be waterfront.

• Title information dated November 8, 2019 has been reviewed.

• Access to the property is via a 60 foot wide ingress and egress easement described in Instrument No. 201814001371 , O.R. Book 400, Page 144. The four areas separated by the river and creek do not have vehicular access.

• The legal description (revised 1.28.2020) was derived from O.R. Book 577, Page 715, of the Public Records of DeSoto County.

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS data and U.S. 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.

Appraisal Map Review Memo

HAU II LLC

EXHIBIT "A"

The South 1175+/- feet of that part of the Southeast ¼ lying East of Aurin Grade Road in Section 25, Township 38 South, Range 23 East, DeSoto County, Florida.

All of Section 31 , LESS that part lying East of the Swift Creek Run in the North ½ of said Section and LESS that part lying East of the Peace River in the South ½ of said Section in Township 38 South, Range 24 East, DeSoto 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.

SMALL - FFS 7 Peace River State Forest

HAU II LLC

DeSoto County

BSM~""

DATE.

Date: Revised 1.28.2020 l

D,1.tj.Sourc.ts:

I) C.•Wllnl 2018 Dau 2') Su.tewiclc Land Use I.and Cow.r l ) Flonda C'.oos,n-.tion l.aods ◄) rlonda r ore'<r ijQT P<OJ<C'S ;) 1'.~Vl'F.Q Rood,

6) 8,ng f.crws

Subject Parcel

I National Wetlands Inventory

Florida Forever Project Boundaries

I State Managed Conservation Lands .____ __ ____.

S.M.A.L.L. - Peace River State Forest Owne.r: HAU II LLC

DeSoto County, Florida

~)S:,~1\i~~~~~.tf;r\SLRVF.Y\ f\o.a llJn" Rt~ ?7S9\JUU' ll • S..-\CALL-t-Fs.-7\,:\ppual_Pucr_.lbffr>fup- H.\ l l_lI..mud

\'-p C., u kd &,-- G'IT s.drr

** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED**

AFFIDAVIT

PROJECT: Strategic Managed Areas Land List- (SMALL)- Peace River State Forest

COUNTY: DeSoto

BIA FlLE No.: 20-8146

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 RETURNED ••

AFFIDAVIT

PROJECT: Strategic Managed Areas Land List- (SMALL)- Peace River State t·orcst

COUNTY: DeSoto

8 /A FILE l\o .: 20-8146

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

~✓- c--

Appraiser Signature

Printed Name '

Sworn to and subscribed before me this ~ _ day of _ _./;__,_R ..... 6......,__. _ _ _ _ _ _ _ , 20 '¢0

04-Affid.ivit Rev. J2/l1201 !i q'-,,_J!a V /l&d,./1,, 7JlcjpJ_f ~ Public State of Florida

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