CN-370000-PL302-T34.pdf

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract #: I PL302 I Task#: I 34 I BA File #: I 19-8076 I BLA :# 1 328054

Project Name: I St Joe T imberland - Franklin Co - Holt - FF - Fee

Owner's Name/Parcel: I Holt, Robert G ., Trustee

County: I Franklin

Contractor's Name: I Carroll Appraisal Company, Inc.

Contractor' s Representative: Rhonda Carroll Phone #: 850-575-9774

DEP Contract Manager: Jay F. Scott Phone #: 850-245-2658

DEP Task Manager: Jon Mitchell Penot Phone#: 850-245-2658

Task Assignment Completion Date:

The Date an Approved Appraisal Review Report is Transmitted to the Bureau of

Appraisal.

Task Description:

For Appraisal Review Services:

Invoicing:

The Contractor's invoice must be submitted to the Contract/Task Manager and contain the fo llowing for Fixed-Price Deliverables: 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.

Responses/Penalty:

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.

Affidavit:

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.

Brief Scope of Work:

An appraisal review that meets or exceeds the minimum requirements of USP AP Standards 3 and 4 and Section C of the Supplemental Appraisal Standards for the Board of Trustees is to be performed for this assignment.

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 #: PL302PL302 Task Assignment #: 34 Page 1 of7 Rev. 7/28/2015

Provide an electronic document, preferably an Adobe® PDF® or a Microsoft® Word® document, to the designated task manager, on or before the due date. This document must allow all editing and commenting functions found in the two software programs identified in the previous sentence. The document must not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The work submitted will be reviewed by the designated task manager and possibly a Fee Review Appraiser (pursuant to 18-1.006(5), Florida Administrative Code (F.A.C.); 253.025(6)(a) Florida Statutes (F.S.); or 259.041(7)(b), F.S.; or 18-1.007(5)(a), F.A.C.).

Upon approval by the Chief Appraiser (pursuant to 18-1.002(6), F.A.C.) or designee, provide the following copies to the designated task manager:

• One digital copy of the Appraisal Review Report, by an agreed delivery method,

• One copy by CD or DVD, and,

• One printed copy.

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

In addition to the USP AP certification statement you must certify that the work you reviewed met the standards indicated in Exhibit 1 - Appraisal Review Assignment Information.

If 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.

The designated task manager may provide you with a mark-up of the work submitted by the fee appraiser engaged for this assignment. You are to incorporate into your review comments to the independent fee appraiser all comments from the designated task manager that are pertinent to the appraisal assignment.

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 designated task manager.

Divergence:

Only valid if more than one appraisal is required for the proposed transaction of property rights.

If appraisals differ significantly, as defined in rule 18-1.006(5), Florida Administrative Code, the Review Appraiser shall attempt to minimize the divergences by requesting clarifications, additions and/or corrections be made to the appraisal reports as deemed necessary prior to completing the review process. Immediately upon a determination that the value conclusions will continue to differ significantly, the Review Appraiser shall advise the designated task manager and await further instruction.

DEP Contract#: PL302PL302 Task Assignment#; 34: Page 2 of7

TASK ASSIGNMENT NOT[FICA TION FORM

Correspondence Days:

Within~ days of receipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the designated task manager.

With.in 12 days of receipt of the work to be reviewed, send your work-to be reviewed to the designated task manager. The designated task manager is responsible for the timely review of the work you provided w ithin the applicable time-frames for the appraisaJ review assignment.

Within 18 days of receiving the work to be reviewed, submit a final version of the Appraisal Review Report that must include a statement recommending acceptance or rejection of the work under review.

T kA . as ssumment C osts:

Fixed Price Task Cost Total: $2,700.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed TotaJ:

Starting Date: Upon Execution of the Task Assignment.

Si atures and Dates:

DEP Contract Manager:

DEP Funding Authority: Date: / i) - 9 ..- / CJ

DEP Contractual Authority Date: tu - q - , ~

Appraiser Representative: Date: / D-/ D-

Fundine Related Information (BA. DSL, and F &A onlv):

Project Funding Source: I Florida Forever

Organ.i:tation Code#: I 37102200000 Fund#: 1 34so14

Category: 084108 Exp . Opt.#: NE I Line#: I NIA BE Code: 37100400 Year: 19

Object Code#: 134400 Project#: 80063 I OCA/Module#: jN/A

FLAIR Accounting Code: I 37202348014371004000008410819 cc: Procurement Section (MS 93) Contracts Disbursement Section (MS 78)

DEP Contract #: PL302PL302 Task Assigruneot II: 3434 Page 3 of7 Kev. 7/28/201 S

EXHIBIT 1

APPRAlSAL REVlEW ASSIGNMENT lNFORMA TION

BIA File Name: I St Joe Timberland - Franklin Co - Holt - FF - Fee I B/A File#:

Review Appraiser's Name: I Rhonda Carroll

DEP Contract No.: j PL302 I Task Assignment#:

Appraisal Review Assignment Information:

Client:

j 19-8076 j 34

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 review:

Develop an opinion about the quality, credibility and applicability of the methods, data, analyses and conclusions in the work reviewed. The work under review must meet, or exceed, the minimum requirements of the Uniform Standards of Professional Appraisal Practice and the Supplemental Appraisal Standards for the Board of Trustees. The review conclusions must recommend acceptance or rejection of the work reviewed.

Intended Use of the appraisal review report:

Quality assurance and compliance to applicable standards. The appraisal review is for conformance to statutes, rules and laws of the State of Florida where the opinion of value in the work under review may exceed a statutory threshold for a proposed acquisition using funds from the Florida Forever Trust Fund.

Extraordinary Assumptions in the appraisal review document:

Any extraordinary assumptions must be discussed with the client prior to their use in the appraisal review report and must appear in a separate section of the report ..

Hypothetical Conditions in the appraisal review document:

Any hypothetical conditions must be discussed with the client prior to their use in the appraisal review report and must appear in a separate section of the report.

DEP Contract #: PL302PL302 Task Assignment #: 34 Page 4 of7

APPRAISAL REVIEW ASSIGNMENT lNFORMA TION

Attachments for the appraisal review:

[2] Survey [2] New or updated material not sent to fee appraiser1

[2] Appraisal Map [2] New or updated material not sent to fee appraiser

D Plat Map D New or updated material not sent to fee appraiser

D Sketch D New or updated material not sent to fee appraiser

[2] Tax/Property Card D New or updated material not sent to fee appraiser

D Location Map D New or updated material not sent to fee appraiser t8J Other (specify): Title Document; New 2005 Wetland Map; Official Record Book

991, Page 82 - Warranty Deed for an easement ..

Identification of the work under review:

Ownership:

Robert G. Holt, Trustee under the provisions of a Certain Trust Agreement, dated January 15, 1980.

Ownership Interests:

Ben Watkins 1330 Preakness Point Tallahassee, Florida 32308 Office: 850-570-8718 Email: ben.watkins@sbafla.com

Parcel Identification Numbers:

19-08S-06W-0000-00 10-0000 and 20-08S-06W-0000-00 10-0000.

Date the work under review was delivered to the review appraiser:

To be determined

Effective date of appraisal report:

To be determined

Report option for the work under review:

Appraisal Report

Format of report:

Single Owner Narrative

Author of the work under review:

Stephen Griffith, MAI, SRA

1 If both boxes are checked, a copy of the new or updated material must be attached to this form before the Task Assignment Notification is sent to the Finance & Accounting and Procurement sections.

2 Any items specified in the Other Attachments that are new items or updates to items previously sent to the fee appraiser must be attached to this form before the Task Assignment Notification Form is sent to the Finance & Accounting and Procurement sections.

DEP Contract#: PL302PL302 Task Assignment #: 34 Page 5 of7 Rev. 7/28/201 5

APPRAISAL REVIEW ASSIGNMENT INFORMATION

Applicable standards for the work under review:

cg] Uniform Standards of Professional Appraisal Practice cg] Supplemental Appraisal Standards for the Board of Trustees D Uniform Appraisal Standards for Federal Land Acquisitions Other (specify):

DEP Contract #: PL302PL302 Task Assignment #: 34'.

Rev. 7128/20 I 5

Page 6 of7

APPRAISAL REVIEW ASSIGNMENT lNFORMA TION

Attachments

The attachments are in an associated document with "TAN Attachs" in its file name.

DEP Contract #: PL302PL302 Task Assignment#: 34.· Page 7 of7

SITE

D.ataSourc~s:

1) Cadasu al 2017 D:.1r-.11

2) Nation.ti \l:t'tlands lnn:ntorr

3) Florida Consen-at1011 l...'l!lds -l-) Flo ncb FQrcn:r BOT Proiccts-

5) ~A\TEQ Roads

6) Bing Aeti.tls

Subject Parcels c::J Florida Forever Project Boundaries

D State Managed Conservation Lands

- Private Managed Conservation Lands

0 1,000 2,000 4,000 - ----Feet

N

St. Joe Timberland - Florida Forever Project

Owner: Robert G. Holt Trustee s Franklin County, Florida

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** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED **

AF .FIDAVIT

PROJECT: St Joe Timberland - Franklin Co - Holt - FF - Fee

COUNTY: Franklin

B/AFILENO.: 19-8076

1 hereby certify that I have no vested or fiduciary intere ·n the captioned project.

Sworn to and subscribed before me this i C\

04-Affidavit Rev. 12/ l /201 5

Printed Name day of Sc:: p±(IY) 2f r