CN-370000-PL294-T3.pdf

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

T T T

DEP Contract #. PL294 1 Task Assignment: 1 3 I BA#: l 19-8110 Project Name: F akahatchee Strand Owner's Nrune/Parcel CDC Land Investments, Inc.

Comty: Collier

Contractor's Nrune: Carlson Norris & Associates, Inc.

Contractor's Representative: C Willirun Carlson Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Jo~ Mitchell Penot Phone#:

Task Assignment Completion Date: 1 Upon transmittal of an approved Appraisal Report

Task Description:

For Appraisal Services:

T l BLA#: I 328234

(239) 936-1991

(850) 245-2667

(850) 245-2652

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 ofFee 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 ofEnvironmental 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 ofReport, Date ofCertification 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 #: PL294 Task#: 3 BLA #: 328234 P elof3 Revised: 1/1/2020

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 ofTrustees.

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 the BAs Designated Task Manager.

Refer to Exhibit 1 for other information pertinent to this appraisal assignment.

Fees and Start Date:

Fixed-Price Total: $1,800.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution ofthis Task Assignment

S1 tu J!Da res:

Jay Scott Digitally signed by Jay Scott Date: 2020.03.23 13:16:36

DEP Contract Mana2:er: -04'00' Date:

Sheryl B t. Digitally signed by Sheryl Boutin

0 u In Date: 2020.03.23 12:05:44

DEP Fundins; Authority: -04'00' Date:

Digitally signed by Douglas Dane, DEP Contractual Authoritv:

Douglas Dane, MAI ~:i~: 2020.03.23 13:23:12 _04•00·

Date:

C. William Carlson, DigitallysignedbyC. William Carlson, MAI, SRA

Appraiser Representative: MAI, SRA Date: 2020.03.2411:47:03-04'00' Date:

Fundh:e- InfurmaflOn:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund#: 348014

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

BE Code: 37100400 Year: 19 Object Code #-. 134400 Project#: 00022 l OCA Module: I NA

FLAIR Accounting Code:

Cc: Contracts Section

I DEP Contract#: PL294 I Revised: 1/1/2020

37202348014371004000008410819

I Task#: 3 I BLA #-. 328234 Page 2 of3 I

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: F akahatchee Strand lBJA File#: 119-8110

County: Collier

Fee Appraiser's Name: C. William Carlson

DEP Contract #: PL294 l Task Assignment#: 13

I DEP Contract#: PL294 I Revised: 1/1/2020

I Task#: 3 I BLA #: 328234 Page 3 of3

Exhibit 1 Infonnation for Appraisal

Project Identification: FAKAHA.10-IEE Strand - CDC Land Investment - Fee BA file No.: 19-8110 County: au.1ER

Grantor:

CDC Land Investments, Inc.

Grantor's Representative:

Christian Spilker, Vice President of Land Management, Collier Enterprises.

Grantee:

The Board ofTrustees ofthe Internal Improvement Trust Fund ofthe State ofFlorida.

Grantee's Representative:

Jeremiah Thompson, GOC III, Bureau ofReal Estate Services

Property Description:

An iITegular parcel adjacent to a portion of the westerly boundary of State Road '29 in Collier County, Florida. It is in Township 51 South, Range 31 East, Sections 30 and 31. It is approximately 148 gross acres with 6-acres of non-contiguous uplands and 142-acres of wetlands. The property is located east of a portion ofthe Fakahatchee Strand Preserve State Park and is west of a portion of Big Cypress National Preserve. SR-29 separates the subject parcel from Big Cypress.

Propeliy Tax Identification Number(s):

The Collier County Property Identification Numbers are:

00984120006 & 00984440003.

Legal Description:

The client believes the more reliable legal desc 1 iption for this tract is found in the Appraisal Map Review Memo dated October 8, 2019 and verified by the Bureau of Survey and Mapping on October 22, 2019. The Title Commitment document does not accurately reflect the most cuffent, easterly boundary of the subject tract. The legal description is subject to change following a final survey of the tract prior to closing.

Client:

Bureau of Appraisal.

Intended Users:

The client and the Board ofTrnstees of the Internal Improvement Trust Fund of the State ofFlorida.

Purpose and Intended Use of the Appraisal:

Develop a retrospective (September 20, 2019) opinion of market value of the fee simple interests, as typically encumbered, after severing the oil, gas and mineral rights of the subject propeliy.

The intended users will rely upon the research, analyses, conclusion and opinion of market value to assist with internal decisions about the proposed acquisition of the subject property.

Extraordinary Assumptions:

None are anticipated. However, the client requires that the use of any extraordinary assumptions be discussed with the client prior to their use in an appraisal report. Extraordinary assumptions must appear in a separate section of the report.

BA CB_ RFP _Appraiser Revim 1/2/2020

Page 2 of6

Information for Appraisal

Hypothetical Conditions:

None arc anticipated. However, the client requires that the use of any hypothetical conditions be discussed with the client prior to their use in an appraisal report. Hypothetical conditions must appear in a separate section of the report.

Interest Appraised:

D Conservation Easement D Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate

Others (describe): Fee simple, as typically encumbered, with severed OG&M and surface rights.

BA ill _RFP _Appraiser Revised: 1/2/2020

Page 3 of6

Information for Appraisal

Project Identification: FAKAHATCHEE Strand - CDC Land Investment - Fee

BA File No.: 19-8110 County: CXli..IER 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:

D Narrative Single Parcel Ownership, Appraisal Report D Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report

Other (specify): The report format can be as a memorandum to the previous appraisal report or it can be a Narrative Single Parcel Ownership, Appraisal Report.

Five Year History of Title to be furnished by:

D State

Fee Appraiser D Waived

Other Considerations:

The client is expecting an appraisal of a previous appraisal assignment, such as option 3 ofUSPAP Advisory Opinion 3.

This invitation is sole source as the previous appraisal report was produced by the same appraiser with the same client.

The typical encumbrances include ingress-egress and utility easements and a lease. For the proposed acquisition, an atypical encumbrance is the severance of OG&M rights; an indication has been made that the current owner will retain the OG&M rights but will include, at closing, a waiver of surface exploration rights.

Attachments:

D Survey, Certified D Appraisal Map 0 Plat Map

□ Sketch D Property Card D Location Map

Other: Sample of surface rights waiver the grantee has stated will be available upon closing the proposed transaction.

Acquiring Agency:

The Board ofTrustees of the Internal Improvement Trust Fund of the State ofFlorida.

Requested Number ofDays for Delivery:

14 days, or your best time frame.

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

Page 4 of6

** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED**

AFFIDAVIT

PROJECT: Fakahatchee Strand

COUNTY: Collier

B/AFILENO.: 19-8110

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 ~ ¼ 't1> day of __ __,_~---==--'-==------' 20 ?-0

04-Affidavit Rev. 12/1 /2015

BONNIE ANN LEITE ':1 Notary Public - State of Florir. , 6, Commission # GG 080081.

My comm. Expires Mar 6, 202 1 Bonded through National Notary A11n.