CN-370000-PL294-TA1.pdf

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Master Agreement FL|PL294|838f1de0ebe82a9c7b1dfe7eab8c7122
Contract number
PL294
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Florida

About this file

This document is a Task Assignment Notification Form from the Florida Department of Environmental Protection's Division of State Lands, Bureau of Appraisal, for an appraisal services contract. The contract involves Carlson Norris & Associates, Inc. as the contractor and CDC Land Investments, Inc. as the property owner. The project is located in Collier County and is part of the Fakahatchee Strand land acquisition, with the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida as the intended grantee.

The task assignment is for appraisal services of a 148-acre parcel (6 acres of uplands and 142 acres of wetlands) adjacent to State Road 29, near Fakahatchee Strand Preserve State Park and Big Cypress National Preserve. The fixed-price total for the appraisal is $2,900.00, funded through the Florida Forever program. The appraisal is to develop an opinion of current market value for the proposed land acquisition, with the contractor required to provide an electronic document for review, following specific formatting and submission guidelines. The task is to be completed upon transmittal of an approved Appraisal Report, with the starting date being the execution of the task assignment.

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CN-370000-PL294-T3.pdf PDF
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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL294 I Task Assignment: I I I BA#: I 19-8110 Project Name: Fakahatchee Strand - CDC Land Investment - Fee Owner's Name/Parcel CDC Land Investments, Inc.

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#: I 328184

(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 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#: PL294 Task #: I BLA #: 328184 Pa e 1 of 3 Revised: 07 /19/20 I 8

ATTACHMENT A

TASK ASSIGNMENT NOT1FJCA TION FORJ\tf

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 l3 of the Supplemental Appraisal Standards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant tci 18-1.002(4), FAC) 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 I for other infotmation pertinent to this appraisal assignment.

Fees and Start Date· Fixed-Price Total: $2,900.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total: $0.00

Starting Date: Upon Execution of this Task Assignment

Si natures:

DEP Contract Mana er: Date: \\- $- ,~

DEP Fundin Authorit : Date: ,t-5 - l 9 -

DEP Contractual Authorit

Date: II ·•,- :l"i9 rcsentati vc: Date: 11/1.3 ~Pl

F d' I f◄ un me n ormatlon:

Project Funding Source: Florida Forever Organization Code#: 37102200000 Fund#: 348014 Category: 084108 Exp. Opt.: NE I Linc#: IN/A BE Code: 37100400 Year: 19 Object Code#: 134400 Project#: 00022 I OCA Module: J N/ A FLAIR Accounting Code: 372023480143710040000084108]9

Cc: Contracts Section

DEP Contract #: PL294 Task #: I BLA #: 328184 Pa e 2 of3 Revised: 07/19/2018

EXHJBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: Fakahatchee Strand - CDC Land Investment - Fee I B/A File#: I 19-s 11 o

County: Collier

Fee Appraiser' s Name: C. William Carlson

DEP Contract#: PL294 I Task Assignment#: I 1

DEP Contract#: PL294 Task#: 1 BLA #: 328184 Pa,.e 3 of3 Revised: 07/19/2018

- PROPOSAL FOR APPRAISAL SERVICES "-

Florida Department of Environmental Protection

Division of State Lands Bureau of Appraisal

Project Identification: FAKAHATCHEE Strand - CDC Land Investment - Fee BA File No.: 19-8110 County: COLLIER

GRANTORISELLER:

CDC Land Investments, Inc.

GRANTO Rf SELLER REPRESENTATIVE:

Christian Spilker, Vice President of Land Management, Collier Enterprises

GRANTEE/BUYER:

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

GRANTEE/BUYER REPRESENTATIVE:

Jeremiah Thompson, GOC III, Bureau of Real Estate Services

CLIENT:

The Florida Department of Environmental Protection, Division of State Lands, Bureau of Appraisal.

INTENDED USERS:

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

PURPOSE OF THE APPRAISAL:

Develop an opinion of the current market value for the proposed acquisitions described later.

INTENDED USE OF THE APPRAISAL:

The intended user will rely upon the research, analyses, conclusions and opinion of current market value to assist in making internal decisions about the proposed acquisitions.

EXTRAORDINARY ASSUMPTIONS:

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

HYPOTHETICAL CONDITIONS:

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

BA 03_RFP _Appraiser (Effective: 7/11/2019) Page 3 of7

Exhibit 1

Information for Appraisal

Project Identification: FAKAHATCHEE Strand - CDC Land Investment - Fee

INTEREST APPRAISED:

D Conservation Easement ~ Fee Simple

BA File No.: 19-8110 County:COLLIER

D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

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:

~ Narrative Single Parcel Ownership, Appraisal Report D Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report D Other (specify):

FIVE YEAR HISTORY OF TlTLE TO BE FURNISHED BY:

D State ~ Fee Appraiser D Waived

PROPERTY DESCRIPTION:

An irregular parcel adjacent to a portion of the westerly boundary of State Road 29 in Collier County, Florida. It is located in Township 51 South, Range 31 East, Sections 30 and 31.

Approximately 148 gross acres with 6-acres of non-contiguous uplands and 142-acres of wetlands.

The property is located east of a portion of the 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.

PROPERTY TAX IDENTIFICATION NUMBER:

The Collier County Property Identification Numbers are:

00984120006,and 00984440003.

IMPROVEMENTS:

None kno.wn that will contribute to the opinion of value.

BA 03_RFP _Appraiser (Effective: 7/11 /20 I 9) Page 4 of7

Exhibit 1

Information for Appraisal

Project Identification: F AKAHA TCHEE Strand - CDC Land Investment - Fee BA File N o.: 19-8110 County: COLLIER

LEGAL DESCRIPTION:

The client believes the legal description for this tract as found in the Appraisal Map Review Memo is the most current and most accurate. The legal description in the Title Commitment does not accurately reflect the most current easterly boundaries of the subject tract. The legal description is subject to change following a final survey of the tract prior to closing.

OTHER CONS ID ERA TIO NS:

The tract, or a portion thereof, is encumbered by Oil, Gas and Sulphur Rights, a lease, and easements (access and utility). Please see Schedules B-1 and B-2 in the Title Commitment document supplied with this invitation.

The appraisal report must include some discussion about the encumbrances and their impact on the opinion of value.

This parcel is bounded on the north, west and south by the parcel that is the subject of the second part ofthis assignment as described in the Information for Tract 2 section of this invitation.

ATTACHMENTS:

D Survey, Certified [8J Appraisal Map

□ Plat Map 0 Sketch [8J Property Card D Location Map [8J Other: Title Commitment Document.

ACQUIRING AGENCY:

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

REQUESTED NUMBER OF D AYS FOR DELIVERY:

14-day and 28-day turnaround, or your best time-frame.

BA 03_RFP_Appraiser(Effective: 7/ 11/2019) Page 5 of7

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental Protection

Matjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl 32399

APPRAISAL MAP REVIEW MEMO

Jeremiah Thompson, Government Operation Consultant Ill Bureau of Real Estate Services

Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: October 8, 2019

PROJECT NAME: StFBle9i€ MaRage~ .A,Feae La, ,d Lial Fakahatchee Strand - DRP 7

OWNER'S NAME: CDC Land Investments. Inc.

PARCEL IDS: 00984120006 and 00984440003

Sections 30 and 31 , Township 51 South, Range 30 East, Collier County

COMMENTS: There is a 60' wide electric easement running through the property.

AREA: 148 acres (6 acres uplands, 142 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated September 20, 2019 has been reviewed.

• Access is via State Road 29, an improved public road.

Ron DeSantls Governor

Jeanette Nunez Lt. Governor

Noah Valensteln Secretary

• The legal description was derived from OR Book 959, Page 940 and OR Book 1788, Page 1103, Collier County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data and US 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.

EXHIBIT"A"

That part of the South½ of the Northeast¼ and the Southeast¼ of Section 30, Township 51 South, Range 30 East, Collier County, Florida, lying West of State Road 29, Less and Except lands described in Official Records Book 228 Page 277, Official Records Book 2661 Page 1361, Official Records Book 5678, Page 1432 and Official Records Book 4341 Page 2499, of the Public Records of Collier County, Florida.

AND

That part of the North½ of the North½ of the Northeast¼ of Section 31, Township 51 South, Range 30 East, Collier County, Florida, lying West of State Road 29, Less and Except those lands described in Official Records Book 1658, Page 916, Official Records Book 4304, Page 2374, Official Records Book 4341, Page 2499, and Official Records Book 5196, Page 848, Public Records of Collier 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 DRP - 7

CDC Land Investments, Inc.

Collier County

BSM

BY 5

Date: 10.22.2019

Data Sources:

1) Cadastra! 2018 Dara 2} Nari:Jn.aJ \'t1t!rlaru1s JmoencOJy

3) Florida Co,1,sen-,1(1()11 l,a,)ds

.f) P\oncfa Fo1evei- HO T Pn)JtCt 5J NA\•TEQ Road,

6) 8it'lg Aerials

Subject Parcel 0 500 1,000 2,000 - -National Wetlands Inventory

Florida Forever Project Boundaries State Managed Conservation Lands ---Feet

- Federal ~ed Conservation Lands

Fakahatchee Strand Preserve State Park Owner: CDC Land Investments, Inc.

Collier County, Florida

Filr, l.LM:arioo: \\Fl.DEPI\DSI.J)iita\S!,;RVff'1i\rti1:sh.rchoc St,.,..)d ~n"tSi...tt' Pul:\8ufft'n ArH \CDC Lu,d ln,e.1me1tu.\Gt.5\,i,W-,:.0Lfil11l1111i:·1-_5tnm.d.....Bufft'.n_CDC_J..aod.m.!.

Dae 5-9Vt'd: J0/ 8/'1t119 3:10:.\8 PM M~ Cn-1tl'd Bf: GW Std1ie1

* * THIS AFFIDAVIT TO BE COMPLETED AND RETURNED * *

AFFIDAVIT

PROJECT: FAKAHATCHEE STRAND- CDC LAND INVESTMENT

COUNTY: COLLIER

/1,/~/D 8 /A FILE No.: ~

I hereby certify that I have no vested or fiduciary interest in the captioned pr~ject. .

Printed Name

Sworn to and subscribed before me this \'b'\11' day of \.JtJ-...{ ::(½y.. ~

04-A ffidavit Rev. 12/1/2015

Notary State o on a

, 20 \~

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