CN-370000-PL302-T34CO1.pdf
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- Contract number
- PL302
- Issued by
- Florida
About this file
Summary
This document package comprises Task Assignment Notification and Change Order forms for a Florida Department of Environmental Protection (DEP) appraisal review contract under Indefinite Delivery Vehicle (IDV) contract number PL302. The contract involves Carroll Appraisal Company, Inc., as the contractor, with Rhonda Carroll serving as the contractor's representative. The project, titled "St. Joe Timberland - Franklin Co - Holt - FF - Fee," pertains to property owned by Robert G. Holt, Trustee, located in Franklin County, Florida. The work is funded through the Florida Forever Trust Fund and involves the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida as an intended user.
The assignment requires an appraisal review of a 556-acre property (202 acres uplands, 354 acres wetlands) comprising two parcels in Sections 19, 20, 29, and 30, Township 8 South, Range 6 West. The review appraiser, Rhonda Carroll, must evaluate the quality and credibility of an appraisal report authored by Stephen Griffith, MAI, SRA, against Uniform Standards of Professional Appraisal Practice (USPAP) Standards 3 and 4 and Supplemental Appraisal Standards for the Board of Trustees. The original fixed-price task cost was $2,700.00, with a net increase of $2,200.00 authorized through Change Order 1, resulting in a total task cost of $4,900.00. The original 18-day completion timeline was extended by 10 additional days to 28 days total. Funding is allocated from Organization Code 3710220000, Fund 348014, with Year 19 appropriation of $4,900.00.
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ATTACHMENT B
TASK ASSIGNMENT CHANGE ORDER FORM
DEP Contract No.: PL302 Task Assignment#: 34 Change#:
Project Name: I St. ioe Timberland- Franklin Co- Holt l B/A File#: 19-8076
Owner's Name/Parcel#: I Holt, Robert G. Trustee
Countv: l Franklin Contractor's Name: I Carroll An lraisat Company, Inc.
Contractor's Representative: Rhonda Carroll Phone #: (850) 575-9774
DEP Contract Manager: Jav f. Scott Phone#: (850) 245-2667
DEP Desi1mated Task Manao:er: Jon Mitchell Penot Phone#: (850) 245-2658
Descrintion of Change:
FEE SCHEDULE
CHANGE IN TASK COST FIXED PRICE
COST REIMBURSEMENT
Original Task Cost: $2,700.00 Task Cost Prior to this Change Order: $2,700.00 Net Increase/Decrease in Task Cost: $2,200.00 Task Cost with All Change Orders: $4,900.00
CHANGE TN TASK TIME:
Orioinal Task Due Date:
Due Date Prior to this Chan12.e Order: 18 Da s, or best time frame- (Review A
Net Increase/Decrease in Task Period: l 0 additional Da s, or best time frame-
Due Date with All Chan e Orders: 28 Da s, or best time frame-
DEP Chief Appraiser
DEP Contract Manager:
DEP Funding Authority:
Contractor' s Reprcsentati ve:
FOR DEPARTMENT USE ONLY (funding information):
Funding Org. Code Source 348014 37102200000
Revise: 12/27/2018 cc: Procwemc.,,IS Section (MS 93) Contntcts Disbur.;arre11t S,:,:,Jon (M.'> 78)
EO
NE
Object Special Project#
Code Categorv 134400 084l0R 80063
Year Amotmt
19 $4,900.00 l¾gc I o f I
ATTACHMENT A
TASK ASSIGNMENT NOTIFICATION FORM
DEP Contract #: I PL302 I Task#: I 34 I BA File#: I 19-8076 I BLA :# I 328054
Project Name: I St Joe Timberland - Franklin Co - Holt - FF - Fee
Owner' s Name/Parcel: I Holt, Robert G., Trustee
County: I Franklin
Contractor's Name: I Carroll AppraisaJ 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/fask Manager and contain the following 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 Contractff ask 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 ofUSPAP Standards 3 and 4 and Section C of the Supplemental Appraisal Standards for the Board of Trustees is to be perfonned 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 I of7 Rev. 7/2812015
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 J 8-1.006(5). FJorida Adminjstrative Code (F.A.C.); 253.025(6)(a) Florida Statutes (F.S.); or 259.041(7)(b), F.S.; or 18-l.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 Uniform Standards of Professional Appraisal Practice (USPAP) for appraisaJ 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 Infonnation.
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 shaJI advise the designated task manager and await further instruction.
DEP Contract #: PL302PL302 Task Ass ignment #: 34: Page 2 of7 Rev. 712812015
TASK ASSIGNMENT NOTlFICA 110N FORM
Correspondence Days:
Within~ days of receipl of the work to be reviewed. send your mark-ups lo tht fee appraiser(s) and the designated task manager.
Within 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 within the applicable time-frames for the appraisal review assignment.
Within 18 days of receiving the work to be rev-iewed. 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 ss12nment C ts OS :
hxed Price Task Cost Total: $2,700.00
Fee Schedule Not to Exceed Total:
Cost Reimbursement Not to Exceed Total:
Starting Date: Upon Execution of the Task Assignment.
Si natures and Dates:
DEP Contract Manager: Date: l ~ _ 'l ... / "?
DEP Funding Authority: Date: )() -- ?-I, DEP Contractual Authority
Appraiser Representative: Date: / O-/ D-
Fundine Related Information (BA. DSL, and F &A only):
Project Funding Source: 1 Florida Forever
Organization Code #: I 3 7102200000 Fund#: \ 348014 Category: 084108 Exp. Opt.#: NE I Line#: I NIA BE Code: 37100400 Year: 19
Object Code#: 134400 Project#: 80063 I OCA/Module#: IN/A FLAIR Accounting Code: j 37202348014 3 71 0040000084 I 0819 cc: Procurement Section (MS 93) Contract.s Disbur.;ement Section (MS 78)
DEP Contract #: PL3O2PLJ02 Task Assignment#: J434 Page 3 of7 Rev. 7/21Vl015
BIA File Name:
EXHIBIT 1
TASK ASSIGNMENT NOTIFICATION FORM
APPRAISAL REVIEW ASSIGNMENT JNFORMA TION
I St Joe Timberland - Franklin Co - Holt - FF - Fee I BIA File#:
Review Appraiser's Name: I Rhonda Carroll
I 19-8076
DEP Contract No.: j PL302 l Task Assignment#: j 34
Appraisal Review Assignment Information:
Client:
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 Rev. 7/28/201 5
APPRAISAL REVIEW ASSIGNMENT lNFORMA TION
Attachments for the appraisal review:
[8J Survey [g1 New or updated material not sent to fee appraiser1
[8J Appraisal Map 1:8) 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
[8J Tax/Property Card O New or updated material not sent to fee appraiser D Location Map O New or updated material not sent to fee appraiser ~ Other2 (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-000O-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 #: PL3O2PL302 Task Assignment #: 34 Page 5 of7 Rev. 7/2812015
APPRAISAL REVIEW ASSIGNMENT INFORMATION
Applicable standards for the work under review:
[8] Uniform Standards of Professional Appraisal Practice [8] 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. 7/28/2015
Page 6 of7
EXHIBIT l
APPRAISAL R EVIBW 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 Rev. 7/28/201 S
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- Printc Managed Conservation Lands
0 1,000 2,000 - -- - Feet
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- Florido Forever BOT Project
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St. Joe Timberland - Florida Forever Project Owner: Robert G. H olt Trustee
Franklin County, Florida
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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: August 27, 2019
PROJECT NAME: St. Joe Timberland/Holt Trustee Tract
OWNER'S NAME: Robert G. Holt, Trustee
PARCEL IDS: 19-08S-06W-0000-0010-0000, 20-08S-06W-0000-0010-0000
Sections 19, 20, 29 and 30, Township 8 South, Range 6 West, Franklin County
RonDeSantls Governor
Jeanette Nufiez Lt. Governor
Noah Yalensteln Secretary
COMMENTS: The property is timberland and wetlands. Portions of the property are adjacent to Apalachicola River Wildlife and Environmental Area and Tate's Hell State Forest.
AREA: 556 acres (202 acres uplands, 354 acres wetlands)
• The property does not appear to be waterfront.
• Title information dated February 21 , 2019 has been reviewed.
• Access to the property is via Twin Lakes Road and Smith Street, improved public roads.
• The legal description was derived from the title information referenced above and is attached as Exhibit "A".
• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data and the US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data.
The description, areas, boundary and encumbrances are subject to change with an accurate f ield survey and title insurance commitment.
OLD REPUBLIC NATIONAL TITLE INSURANCE COMPANY
COMMITMENT
Exhibit A
Commitment Number: Issuing Office File Number:
695168 BOTTASK 124
NOTE: THIS DESCRIPTION MAY NOT BE USED TO CONVEY OR ENCUMBER THE PROPERTY WHICH
IS THE SUBJECT OF THIS COMMITMENT.
In Section 19, Township 8 South, Range 6 West, Franklin County, Florida, All the Northeast Quarter lying East of Apalachicola Bay All the Northwest Quarter lying East of Apalachicola Bay All the Southeast Quarter and all the Southwest Quarter lying East of Apalachicola Bay LESS AND EXCEPT Tracts previously deeded to Newton, Peterson and Madden and Tract to S. F.
Roux.
AND
In Section 20, Township 8 South, Range 6 West, Franklin County, Florida, All the West Half of the West Half of Northeast Quarter All the Northwest Quarter All the Southwest Quarter All the Southeast Quarter
AND ALSO
That portion of Section 30 lying North of Twin lakes Road and more fully described as follows:
Commencing at the Northeast Corner of Section 30, T 8 S, R 6 W, Franklin County, Florida, (marked by an old 6" x 6" concrete monument) for the Point of Beginning of tract described herein; from the Point of Beginning run South 0 degrees 46 minutes 55 seconds West along the East boundary of Section 30, 594.0 feet to the North right of way of Twin Lakes Road; thence run North 89 degrees 31 minutes 50 seconds West, along the North right of way of Twin Lakes Road, 3625.89 feet; thence continue along the North right of way of Twin Lakes Road North 89 degrees 00 minutes 27 seconds West, 1235.07 feet to a concrete monument on the East right of way of North Bayshore Drive; thence run North 30 degrees 07 minutes East, along the East right of Way of North Bayshore Drive, 669.2 feet more or less to a point on North boundary of Section 30; thence run South 89 degrees 32 minutes 40 seconds East along the North boundary of Section 30, 4533.27 feet, more or less to the Point of Beginning. Situate, lying and being in Section 30, Township 8 South, Range 6 West, Franklin County, Florida, and containing 63.87 acres, more or less.
AND ALSO
All of Fractional Section 29, Township 8 South, Range 6 West, Franklin County, Florida, lying North of Avenue A (SR 65) and North of County Road and Power Company Right of Way - Less and except 6.15 acres contained in Right of Way of Otter Slide Road (66.0' wide)and less and
OLD REPUBLIC NATIONAL TlllE INSURANCE COMPANY
COMMITMENT
Exhibit A
Commitment Number: Issuing Office File Number:
695168 BOT TASK 124
except 0.64 acre to Houston Miller et al, and less and except 3.5 acres to Eastpoint Cemetery and less and except 5 2/3 acres more or less in Eagle Park and tess a Tract to H. L. Bentley.
LESS AND EXCEPT from all the forgoing described properties in Sections 19, 20, 29 and 30, Township 8 South, Range 6 West, Franklin County, Florida, all parcels sold; or not assessed under Franklin County tax parcels 19-08S-06W-0000-0010·0000 and 20-08S-06W-0000-0010- 0000 for the year 2019.
LESS those lands described in Official Record Book 991, Page 82 of the Public Records of Franklin 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.
BSM
By: S. Kellogg Date: 3.15.201 9
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Subject Pared National Wetlands Inventory 0 1,000 2,000 4,000 - -Aorida Forever Project Boundaries
D State Managed Conservation Lands
- Private Managed Conservation Lands
---Feet
St. Joe Timberland - Florida Forever Project Owner: Robert G. Holt Trustee
Franklin County, Florida
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** THIS AFFlDAVIT TO BE COMPLETED AND RETURN ED **
A FFIDAVIT
PROJECT: St Joe Timberland - Franklin Co - Holt - FF - Fee
COUNTY: Franklin
Bl A FILE No.: 19-8076
1 hereby certify that I have no vested or fiduciary intere · the captioned project.
Sworn to and subscribed before me this I g
04-Affidavit Rev. 12/1/2015
Printed Name day of Sc: ~ -±c lY) '2f r , 20 (f
File details come from the government source that posted it. Updated .