CN-370000-PL294-T4.pdf

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisa)

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL294 I Task Assignment: I 4 · I BA#: I 19-8111 Project Name: SMALL- Fakahatchee Strand Owner's Name/Parcel Collier Land Holdings2 Ltd. 2 a Florida limited Qartnershi12 County: Collier Contractor's Name: Carlson Norris & Associates, Inc.

Contractor's Representative: C. William Carlson Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Jon Mitchell Penot Phone#:

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

Task Description:

For Appraisal Services:

I BLA#: 1 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 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 Man~ger 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, (FAC)).

DEP Contract #: PL294 Task#: 4 BLA #: 328234 Pa e 1 of3 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 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 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 of this Task Assignment uroatures:

DEP Contract Manager:

Jay s tt Digitally signed by Jay Scott CQ Date: 2020.03.2314:15:19

-04'00' Date:

Sheryl B t. Digitally signed by Sheryl Boutin

OU In Date: 2020.03.23 14:03:52

DEP Funding Authority: -04'00' Date:

Douglas Dane, MAI Digitally signed by Douglas Dane, MAI

DEP Contractual Authority:

Date: 2020.03.23 15:28:14 -04'00'

Date:

Digitally signed by C. William

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

Appraiser Representative: Date: 2020.03.24 11 :53:33 -04'00' Date:

F d' I ti un mg n ormation:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund#: 348014

Category: 084108 Exp. Opt.: NE I Line#: I NA

BE Code: 37100400 Year: 19

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

FLAIR Accounting Code: 37202348014371004000008410819

Cc: Contracts Section

DEP Contract #: PL294 Task#: 4 BLA #: 328234 Pa e 2 of3

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: SMALL- Fakahatchee Strand I BIA File#: I 19-s111

County: Collier Fee Appraiser's Name: C. William Carlson

DEP Contract #: PL294 I Task Assignment #: I 4

DEP Contract #: PL294 Task#: 4 BLA #: 328234 Pa e 3 of3

Exhibit 1 Information for Appraisal

Project Identification: SMALL - BCC-Collier Land Holdings - Fee BA File No.: 19-8111 County: COLLIER

Grantor:

Collier Land Holdings, Ltd., a Florida limited partnership, f/k/a Collier Enterprises, Ltd., a Florida limited partnership, by virtue of deed recorded in Collier County Official Records Book 2733, Page 951.

Grantor's Representative:

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

Grantee:

The Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.

Grantee's Representative:

Jeremiah Thompson, GOC III, Bureau of Real Estate Services

Property Description:

Approximately 1,278 gross acres (21 acres upland; 1,257 acres wetland) ofland lying between apart of the eastern boundary of the Fakahatchee Strand Preserves State Park and a part of the westerly boundary of the State Road 29 right of way. This tract has an irregular shape and is adjacent to the north, west and south boundaries of a tract of land described in Bureau of Appraisal work request 19-8110.

Property Tax Identification Number(s):

The Collier County Property Identification Numbers are:

00984080007,00984480005,01140240004,&01140920104.

Legal Description:

The client believes the more reliable legal description 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 current, 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 of Trustees of the Internal Improvement Trust Fund of the State of Florida.

Purpose and Intended Use of the Appraisal:

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

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:

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 OJ_RFP_Appraiser Revised: I /2/2020

Page 2 of6

Hypothetical Conditions:

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 0 Land Protection Agreement D Less than Fee Simple Select D Life Estate [gl Others (describe): Fee simple, as encumbered, with severed OG&M and surface rights.

BA 03_RFP _Appraiser Revised: 1/2/2020

Page 3 of6

Project Identification: SMALL - BCC-Collier Land Holdings - Fee

BA File No.: 19-8111 County: COLLIER Applicable Appraisal Standards:

[g] 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 0 Other (specify):

Report Format:

0 Narrative Single Parcel Ownership, Appraisal Report 0 Narrative Multiple Parcel Ownerships, Appraisal Report 0 Narrative Restricted Appraisal Report [2J 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:

0 State [2J Fee Appraiser 0Waived

Other Considerations:

This invitation is to provide an appraisal of a previous appraisal assignment. The client is expecting the report to be prepared using USPAP (2020-2021), Advisory Opinion 3, Option 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:

0 Survey, Certified 0 Appraisal Map 0 Plat Map 0 Sketch 0 Property Card 0 Location Map [2J Other: None. All previous attachments are considered to be valid for this assignment.

Acquiring Agency:

The Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.

Requested Number of Days for Delivery:

14 days, or best time frame

BA 03_RFP_Appraiser Revised: 1/2/2020

Page 4 of6

** Dlls AFFIDAVIT TO BE COMPLETED AND RETURNED* *

AFFIDAVIT

PROJECT: SMALL- Fakahatchee Strand

COUNTY: Collier

Bl A FILE No.: 19-8111

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

t~ Appraiser Signature

Printed Name

Sworn to and subscribed before me this ~t-l~ day of ___ K'----------=-~--'--=-'-------' 20 R,.o

04-Affidavit Rev. 12/ 1/2015

BONNIE ANN LEITE

Notary Public - State of Florida

Commission# GG 080082 My Comm. Expire; Mar 6, 2021 Bondod 1h1ou1,h National NolMy A11n. Notary Pub ·

State of Florida