ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL302 I Task Assignment#: I 35 I B/A File#: 19-8 I 18

Project Name: St. Joseph Bay Buffer

Owner' s Name/Parcel: Palms at Money Bayou, an Ohio limited liability company

County: Gulf

Contractor's Name: Carroll Appraisal Company, Inc.

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

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

DEP Designated Task Manager: Julie Story Phone#: (850) 245-2653

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 bas 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 performed of a draft appraisal prepared for the proposed land transaction project identified above. The review is to consist of a fie ld 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 #: PL302 Task Assignment# Page: Page I of 3 Rev. 8/15/201 7

TASK ASSIGNMENT NOTLFICATION 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 18-l.007(5)(a), Florida Administrative Code, (FAC).

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.

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

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.

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

Within 20 days of receipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 30 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 1 contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL302 Task Assignment# 35 Page: Page 2 of 3 Rev. 8/15/2017

TASK ASSIGNMENT NOTIFICATION FORM

Fixed Price Task Cost: $2,100.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Si nature::;:

DEP Contract Manager: Date: ~ -Z.2-- \ q

DEP Funding Authority: ~(.)~ Date: \ , - a,.d-.- \ 9

DEP Contractual Authority Date: \l-

Appraiser Representative: Date: J '}_- 3- 1

Project Funding Source: I Florida Forever

Organi7.ation Code#: 37102200000 Fund#: I 348014

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

Object Code #: 134400 Project #: 50170 I OCNModule#: !NIA FLAIR Accounting Code: j 37202348014 3 710040000084108 I 9 cc: Contracts Section

DEP Concrnct #:

Rev. 811512()17

PL302 Task Assignment fl 35 Page: Page 3 of 3

Exhibit l

Information for Appraisal

Project Identification: ST. Joseph Bay Buffers - Palms at Money Bayou #2 - REPI ESMT

BA File No.: 19-8118 County: G ULF

Ownership: Palms at Money Bayou, an Ohio limited liability company

Owner's Representative: Craig Donley, 60 Main Street, Mansfield, OH 44902 ( 419) 565-7171 , crai gdonlcv@me.com

Property Description: The project includes six parcels in Gulf County. The total acreage is 6.4 (4.9 uplands, 1.5 wetlands). The parcels are located on the south side of 30-A adjacent to the western terminus of Money Bayou Drive and Sweetwater Shores Drive.

The property has no improvements. A walking bridge across the bayou washed away in the storm, but the owner may have replaced it since then.

Yellow Book This is a REPI project, so t.111 1 • 1k is required. Full compliance to the UASFLA requirements will be enforced. Do not underestimate the importance of, and the work required, preparing a technically compliant Yellow Book report for this assignment. Selection for the assignment will assume that any appraiser submitting a proposal is fully competent with, and has experience preparing, Yellow Book appraisals for Federal clients. Selection may also be based on total fee, estimated delivery time, experience ap_praising similar__prop.s:rt and your descri_P-tion of the sco e off ap raisal services.

The appraiser will be required to determine the Larger Parcel, based on methodology specified in the Yellow Book by considering all of the land owned by the Palms at Money Bayou in the area of the proposed Restrictive Easement. It is the appraiser's responsibility to determine the Larger Parcel for purposes of the appraisal by applying the trilogy of tests to determine the Large Parcel. Concurrence of the appraiser's Larger Parcel analyses from the DEP Sr. Appraiser Managing the assignment is required.

The Before and After valuation method will be required to determine the value of the rights acquired for the Restrictive Easement.

Property Tax Identification Numbers:

03 l 78-240R (1. 08 acres) 03 l 79-005R (2. 73 acres) 03179-031 R (0. 77 acre)

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

03179-032R (0. 75 acre) 03179-033R (0. 78 acre) 03 l 79-034R (0. 68 acre)

Page 2 of6

Exhibit 1

Legal Description: See file: Appraisal Map

Client:

Bureau of Appraisal, Division of State Lands

Intended Users:

The client, the Board of Trustees of the Internal Improvement Trust Fund for the State of Florida, and the United States Air Force.

Purpose and Intended Use of the Appraisal:

he purpose is to provide an opinion of the market value of the subject property as encumbered with a Deed of Restrictive Easement. The intended use is to assist the State and the United States Air Force with purchase decisions.

Extraordinary Assumptions and/or Hypothetical Conditions:

The appraisal of the 'after' condition will requfre the appraiser to use a hypothetical condition that as of the date of value, the proposed restrictive easement is in place. The appraiser will discuss any other hypothetical conditions or extraordinary assumptions with the BA Staff Appraiser managing this assignment to obtain concurrence before its use.

Interest Appraised:

D Conservation Easement D Fee Simple 0 Land Protection Agreement D Less than Fee Simple Select D Life Estate [21 Others (describe): Restrictive Easement

BA 03 _RFP _Appraiser (Effective: 7/ 11/201 9) Page 3 of6

Exhibit 1

Project Identification: ST. Joseph Bay Buffers - Palms at Money Bayou #2 - REPI ESMT

BA File No.: 19-8118 County: G ULF

Applicable Appraisal Standards:

[:8l Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) [:8l Uniform Standards of Professional Appraisal Practice [:8l Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

[:8l 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 Title to be furnished by:

[:8l State D Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified [:8l Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map [:8l Other: Deed of Restrictive Easement

Acquiring Agency:

State and the United States Air Force

Requested Number of Days for Delivery:

30 days, or best time frame

BA 03_ RFP _Appraiser (Effective: 7/ 11/20 19) Page 4 of6

FLORIDA DEPARTMENT OF

Environmental Protection

Matjoiy Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl 32399

APPRAISAL MAP REVIEW MEMO

TO: Amy Phillips, Government Operation Consultant Il l Bureau of Real Estate Services

Ron DeSantls Governor

Jeanette Nuliez Lt. Governor

Noah V•lensblln Secretary

FROM: Jorge Alonso, PLS II Signature:---~---/ ~-------- Bureau of Survey & Mapping Date: July 10, 2019

PROJECT NAME: St. Joseph Bay Buffers - Money Bayou

OWNER'S NAME: Palms At Money Bayou, LLC

PARCEL IO's :03179-00SR, 03179-031 R, 03179-032R, 03179-033R, 03178-240R, R03179-034R

Section 19, Township 9 South, Range 10 West, Gulf County

COMMENTS: The property contains some wetlands. The property is located adjacent to the St Joe Bay Aquatic Preserve. A plat dated August 28, 2018 was prepared for Palms At Money Bayou - Phase II. The location of the mean high water line was taken from this plat.

AREA: 6.4 acres (4.9 acres uplands, 1.5 acres wetlands)

• The property does appear to be waterfront.

• Title information dated May 17, 2019 has been reviewed.

• Access is via County Road 30A, Money Bayou Drive and Sweetwater Shores Drive, all being improved public roads (except for portions of Sweetwater Shores Drive which are unimproved.

• The legal description was derived from Title Commitment No. 747678, dated June 18, 2019 and the Plat of Palms At Money Bayou - Phase 11, Plat Book 8, Page 3, Public Records of Gulf County and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data, US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data and the survey referenced above ..

The description, areas, boundary and encumbrances are subject to change with an accurate field survey and title insurance commitment.

EXHIBIT"A"

Lot I, Block E, SWEETWATER SHORES AT MONEY BA YOU, according to the map or plat thereof as recorded in Plat Book 3, Page 39, Public Records of Gulf County, Florida.

AND

Lots I, 2, 3 and 4, together with Common Area A and Common Area B, being all of PALMS AT MONEY BA YOU PHASE II, according to the map or plat thereof as recorded in Plat Book 8, Page 3, Public Records of Gulf 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.

Money Bayou Palms at Money Bayou LLC Gulf County

BSM APPROVED

By: M,_ Dntc::~9

OataSou,,:c,c l ) ~ SutV<y 2'J Florida Coruen~Ataon L:mds J) 's AVTEQ Roach ,l)KO-'AAeoal, Subject Parcel

Wetlands

State Managed Conservation Lands

0 100 200 - -- - Feet

St. Joseph Bay Buffer - Money Bayou Owner: Palms at Money Bayou, LLC

Gulf County, Florida r11t Loatio,i1 \\n..OBP1\ D.SLJ,>.1.\Sl JRVUY\MOt'lty ~ \ P.lnu u ?,,bury ~IU LLCMll.lS\GIS\Appnu,oil.>lnncy...BllfOW•lln· o.~ s....J ?/S/2019 12.l1·.l2 N M.opc...in,,-c,rs..11a

** T HIS AFFIDAVIT TO BE COMPLETED AND RETURNED **

AFFIDAVIT

PROJECT: St. Joseph Bay Buffers - Palms at Money Bayou #2 - REP[ ESMT

COUNTY: Gulf

B/A F ILE No.: 19-8118 l hereby certify that 1 have no vested or fiduciary interest in the captioned project. QO- l ~ I-U :> ~£QI fl_D'-lf-CI.O 753-0

Appraiser Signature

Printed Name

Sworn to and subscribed before me this dO. day of_~ .................. IC_.tY'.tJe.........,.......,_._(2-'--___ _ , 20___,_\9--'-_

04-Affidavit Rev. 121/12 015

~Je~ Notaryul(c State o rida