CN-370000-PL301-T12.pdf

A IT ACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract #: PL301 I Task Assignment #: 1 12 I B/A File #: 19-811 I

Project Name: Strategic Managed Areas Land List- Small

Owner's Name/Parcel: Collier Land Holdings, Ltd ( "1 or-th_ P tvJ.51!...,,) County: Collier -

Contractor's Name: Catlett & Company, Inc., d/b/a Trigg Catlett & Associates

Contractor's Representative: Frank A. Catlett Phone#: (813) 254-5700

DEP Contract Manager: Jay F. Scott Phone #: (850) 245-2667

DEP Designated Task Manager: Jon Mitchell Penot Phone #: (850) 245- 2652

Task Assignment Completion Date: I Upon Transmittal of an Approved Appraisal Review Report

Task Description:

For Appraisal Review Services:

The Contractor' s products and invoice must be submitted to the Designated Task Manager. The Invoice must clearly state it is an Invoice for a Fixed-Price Deliverable. It must also include: 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 payment(s) 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 have to be returned to the Contractor for correction(s) will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review

Appraiser or Designated Task Manager, within four working days, may result in a one percent of the total fee penalty per day.

Prior to contracting, a signed and notarized affidavit is required of the Fee Review Appraiser acknowledging no vested or fiduciary interest in the captioned project.

A technical review is to be perfonned of a draft appraisal prepared for the proposed land transaction project identified above. The review is to consist of a field review of the subject property as well as a draft review document and an Appraisal Review Report.

The scope of work for this assignment does not include developing an independent opinion of value of the property that is the subject of the work under review.

DEP Contract #: PL301 Task Assignment# Page: Page I of3 Rev. 8/15/2017

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

Provide an electronic document, preferable a Microsoft® Word® document or an Adobe® PDF®, 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 document will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The draft document will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or

250.041 (7)(b ), FS; or I 8- I .007(5)(a), Florida Administrative Code, (F AC).

Upon approval by the Chief Appraiser (pursuant to 18-1 .002( 4 ), F AC) or designee, provide a digital copy of the

Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

You must include, in the Appraisal Review Report, a signed certification statement similar to that recommended in the Uniform Standards of Professional Appraisal Practice (USP AP) for appraisal review assignments.

ln addition to the USP AP certification statement you must state that the work under review met the standards indicated in Exhibit 1.

lf you have advanced professional designations from an approved appraisal organization, you must include the specific certification statements required by your professional organization (e.g. - Certification Standards of the

Appraisal Institute).

A digital copy of the work to be reviewed is attached to this Task Assignment or a hyperlink to the work to be reviewed is provided via e-mail or it is being delivered by an alternative, previously agreed, method.

BA staff may provide mark-ups of the work to be reviewed. The fee appraiser(s) will not have received the mark ups, if any, prior to your receiving the work to be reviewed.

You are encouraged to perform your review using review and/or mark-up features built into the software used to produce the work to be reviewed that was provided by the BA.

Within 1 days ofreceipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 14 days ofreceipt of the work to be reviewed, provide a draft document of the appraisal review to the BA as previously described.

Within 19 days of receiving the work to be reviewed, submit the Appraisal Review Report that must include a statement recommending acceptance or rejection of the work under review.

Exhibit l contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL301 Task Assignment. # 12 Page: Page 2 of 3 Rev. 8/15/2017

A TI ACHMENT A

TASK ASSIGNMENT NOTlFICATION FORM

Fixed Price Task Cost: $2,625.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Si atures:

DEP Contract Manager: Date:

DEP Funding Authority: Date:

DEP Contractual Authority Date:

Appraiser Representative: Date:

Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund #: 1 348014

Category: 084108 Exp. Opt.#: NE I Line #: I NIA BE Code: 37100400 Year: 19 Object Code#: 134400 Project #: FFI0030 J OCA/Module#: I NIA FLAIR Accounting Code: I 31202348014311004000008410819 cc: Contracts Section

DEP Contract #: PL301 Task Assignment # 12 Page: Page 3 of3 Rev. 8/ 15/2017 i \ lTACHMENT A TASK AS<;IGNMENT NOTJFlCJ\TION FORM

Fixed Price Task Cost: $:!.625.00

Fee Schedule Not to Exceed Total :

Cost Reimbursement Not to Excee<l Total:

Starting Date: Upon receipt of the work to review.

Si • 1atures:

DEP Contract Manager:

'- _>..: .J .' :t~ ' ""'"' i ·_. ,, 'j,7 ~ -..,..

) - -, c:.\ '-->---- Date: C"

I

DEP Funding Authority:

DEP Contractual Authority < Date:

Appraiser Representative: Date. t(

Project Funding Source: I Florida forever

Organization Code#: 37102200000 Fund #: j 348014 Category: 084108 Exp. Opt.#: NE I Line#: I NIA BE Code: 37100400 Year: 19

Object C'ode #: 134400 Project fl: FFJ0030 j OC A/Module#: I NIA l FLAIR Accounting Code: I 31202348014311004000008410819 cc: Contrucli- Section

Df.P Contrnct ii· Rev. 8/1512017

PU() l Task Ai.signrnent II 12 Page: Page 3 of J

_J

Exhibit l

Information for Appraisal

Project Identification: SMALL - BCC-Collier Land Holdings - Fee BA File No.: 19-81 11 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 Official Records Book 2733, Page 951.

GRANTOR'S REPRESE TATJVE:

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

P ROPERTY DESCRIPTION:

Approximately 1,278 gross acres (21 acres upland; 1,257 acres wetland) of land lying between a part of the eastern boundary of the Fakahatchee Strand Preserve 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 Tract 1 of this invitation.

P ROPERTY TAX IDENTIFICATION N UMBER:

Collier County Parcel Identification Numbers are:

00984080007;

00984480005;

01140240004;and, 01140920104.

IMPROVEMENT:

None known that will contribute to the opinion of value.

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.

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.

P URPOSE AND INTENDED USE OF THE APPRAISAL:

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

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.

03_RFP _FF _ExclusiveTemplate Rev. 9/ 18/2019

Page 2 of6 Created: 9/17/2019

Exhibit 1

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

EXTRAORDINARY ASSUMPTIONS AND/OR HYPOTHETICAL CONDITIONS:

None are anticipated. However, the client requires that the use of any extraordinary assumption and/or hypothetical conditions be discussed with the client prior to their use in an appraisal report.

Extraordinary assumptions and hypothetical conditions must appear in separate sections of the report.

INTEREST APPRAISED:

D Conservation Easement ~ Fee Simple D Land Protection Agreement 0 Less than Fee Simple Select 0 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 0 Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

REPORT FORMAT:

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

FrvE YEAR HISTORY OF TITLE TO BE FURNISHED BY:

D State ~ Fee Appraiser 0 Waived

OTHER CONSIDERATIONS:

The tract, or a portion thereof, is encumbered by Oil, Gas and Mineral 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.

ATTACHMENTS:

0 Survey, Certified ~ Appraisal Map 0 Plat Map 0 Sketch ~ Property Card D Location Map ~ Other: Title Commitment document.

03_RFP _FF _ExclusiveTemplate Rev. 9/ 18/2019

Page 3 of6 Created: 9/ l 7 /20 l 9

Exhibit l

Project Identification: SMALL - BCC-Collier Land Holdings - Fee BA File No.: 19-81 11 County: COLLIER

ACQUIRING AGENCY:

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

REQUESTED N UMBER OF DAYS TO FIRST D ELIVERABLE:

This is a Florida Forever acquisition, provide two quotes:

l . 28 days, or your best tum-time. Your proposal must state the number of days you require for completion, regardless of the desired time limit requested. The forms for the proposal to be returned are found on pages ~ through ~-

2. Please also provide a fee quote for this assignment with a 14 day turn-time.

OJ_RFP _FF _ExclusiveTemplate Rev. 9/ 18/2019

Page 4 of6 Created: 9/17/2019

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental Protection

Marjory 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: Strategic Managed Areas Land List - Fakahatchee Strand - DRP 7

OWNER'S NAME: Collier Land Holdings, Ltd.

PARCELIDS:00984080007, 00984480005,01140240004,01140920104

Sections 30 and 31, Township 51 South, Range 30 East Sections 6 and 7, Township 52 South, Range 30 East, Collier County

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

AREA: 1278 acres (21 acres uplands, 1257 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.

RonDeSantfs Governor

Jeanetbl Nunez Lt Governor

Noah Valenstein Secretary

• The legal description was derived from OR Book 959, Page 940, 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"

All of the West ½ of Section 30, Township 51 South, Range 30 East, Collier County, Florida, and that part of the North ½ of the Northeast¼ of Section 30 lying West of State Road 29 right of way.

All of Section 31 , Township 51 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way, Less and Except the North ½ of the North ½ of the Northeast¼ thereof.

All of Section 6, Township 52 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way.

All of Section 7, Township 52 South, Range 30 East, Collier County, Florida, lying West of State Road 29 right of way.

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

Collier Land Holdings, Ltd.

Collier County

BSM

BY ~;:;

Date: 10.22.2019

I • I

I I I

I.

I

I ■ I i • ii 'I .. I •

' I ..

• .. ■C ■ I

L).1ra So1in:c,:

1) C 14:bsrr•l 2018 Dau

IJ • •

■ c I:

--~ l'4

•ra I!

•• 1.

I • ■

• • • • • ··- t-=- • • • • •2 .... _ I

I ■, ••• • I I

I I I

I I I

■ I

I I

Wetlands: 1,257 Acres Uplands: 21 Acres Total: 1,278 Acres

I

• L ,• •

Strategic Managed A rea La11ds list

Florida Forever BOT Prqject

I I I ■• ■

- DRP-7 -■ , I I

I

2') ~,oon:al \"(ctl.md.s 111,enc°'}

3) H o r1<L CQIIS('n.·.ahOI\ Land~

.f) Morida Fort'wr }\() I Proi('C'f

5) ', \\ TEQ Road,

6) Hing At"nlb

Subject Parcel National \"X'etlands Inventory 0 2 ,000 4,000 8,000

CJ Morida Forever Project Boundaries State Managed Conservation Lands

- Federal Managed Conservation Lands

- -- - Feet

Fakahatchee Strand Preserve State Park Owner: Collier Land H oldings, LTD.

Collier County, Florida

I,&,, I,._, \\l"l.DEPl\ 051....J).u\"-t"R\1 \ \ 1-.l.alwcbrt,St.-d l~'""r .;g_k Pu:l;\ l;.i.(kn ~,.-,a\LOCl.-,,d ln•utr>~1u\GI~\ \pptii-.Lt 1k.h•11htf' Strmd_ U11ff'l'n_CIX _Lan,;! 1_.'f..n_Pw,,;1!.nu1l o.,.,~~ 1ft/1/:l)lt)tl93SP\l Map r_...,:M.,J "~ Ci\\ ~tch,, i

** THIS AFflDA VIT TO DE COMPLETED AND RETURNED **

AFF I DAVIT

PROJECT: Strategic Managed Areas Land List- SMALL

COUNTY: Collier

BIA FILE NO. : 19-8111

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

Printed Name

Sworn to and subscribed before me this \,o day of n C)\£€¥:!' ~

·:slm~:J;~"•''•,,,,, HEATHER LYNN FUENTES { . • /',\ Notary Public - State of Florida

I c... f Commission II Ff 997145 --~:,_°',_~· My Comm. Expires Jul 25, 2020

,,,1111\\

04-A ffidavit Rev. 12/ 1/2015

;u~d:t;t ~ Notary Public State of Florida