CN-370000-PL302-T36.pdf

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Master Agreement FL|PL302|7c2310eab093264db32d804573a7d28b
Contract number
PL302
Issued by
Florida

About this file

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal, under statewide contract PL302. The assignment engages Carroll Appraisal Company, Inc., with appraiser representative Rhonda Carroll, to provide appraisal services for the St. Joe Timberland property located in Leon County, Florida. The property is owned by St. Joe Timberland Company and St. Joe Land & Development Company. The task is managed by DEP Designated Task Manager Wayne Griffin and DEP Contract Manager Jay F. Scott.

The contract calls for appraisal services to estimate current market value for possible acquisition of approximately 879.5 acres (852.5 acres uplands and 27.0 acres wetlands) of timberland adjacent to Wakulla Springs State Park. The fixed-price fee is $2,925.00, with work to be completed within 30 days or the appraiser's best time frame. Deliverables include an electronic appraisal report in Adobe PDF or Microsoft Word format with Executive Summary, Appraisal Checklist, and compliance with Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice. Payment is contingent upon receipt, inspection, and approval of services. The project funding is derived from Florida Forever (Fund #348014), and the appraiser must provide a signed and notarized affidavit confirming no vested or fiduciary interest in the subject property.

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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract #: PL302 I Task Assignment: I 36 I BA#: I 19-8141 I BLA #: I 328238

Project Name: St. Joe Timberland

Owner's Name/Parcel St. Joe Timberland Com2any and St. Joe Land & Develo2ment Com2any County: Leon

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: Wayne Griffin Phone #: (850) 245-2664

Task Assignment Completion Date: I Upon transmittal of an approved Appraisal Report

Task Description:

For Appraisal Services:

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 bas 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 Envirorunental 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 assigrunent 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#: PL302 Task#: 36 BLA #: 328238 Pa e 1 of 3 Revised: 1/1/2020

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

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 fonnat as stated in Section B, page 13 of the Supplemental Appraisal Standards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant to 18-1 .002(4), FAC) or designee, provide an electronic copy of the Appraisal Report, by email or other agreed method of delivery, to the BAs Designated Task Manager.

Refer to Exhibit I for other information pertinent to this appraisal assignment.

Fees and Start Date:

Fixed-Price Total: $2, 925.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Toral:

Starting Date: Upon Execution of this Task Assignment

Si natures:

Date: I - l ~t - 'Z(I

Date: \ - \ '-l -:;t(J

Oale: I - I --I - 'Z,.b 'Le>

Date: }- t-2J);xJ

F d' 1 f. un 101? n ormation:

Project Funding Source: Florida Forever Organization Code#: 37102200000 Fund #: 348014

Category: 084108 Exp. Opt.:

- NE I Line#: I NA

BE Code: 37100400 Year: 19

Object Code#: 134400 Project #: 80063 I OCA Module: I NA FLAIR Accounting Code: 37202348014371004000008410819

Cc: Contracts Section

D~P Contract #: PL302 Task #: 36 BLA #: 328238 Pa e 2 of3 ' Re vised: II 1/2020

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: St. Joe Timberland I BIA File #: 1 19-s141

County: Leon

Fee Appraiser 's Name: Rhonda Carroll

DEP Contract#: PL302 I Task Assignment#: I 36

DEP Contract #: PL302 Task #: 36 BLA #: 328238 Pa e 3 of3 Revised: 1/1/2020

Exhibit 1 Information for Appraisal

Project Identification: ST. Joe Timberland (Leon Tract) BA File No. : 19-8141 County: LEON

Grantor: St. Joe Timberland Company and St. Joe Land & Development Company

Grantor's Representative: David Harrelson, davc.harrelsonra joe.com 850/231-7408

Grantee: DEP

Grantee's Representative: Jeremiah Thompson, Jeremiah.R.Thompsonul{floridadep.gov 850/245-2611

Property Description: The property has frontage along Hwy. 319 (Crawfordville Rd) and Wakulla Springs Rd. Based on the Appraisal Map (attached), the property contains 852.5 acres of uplands and 27.0 acres of wetlands. Based on information that was provided to us, 86 +/- acres were recently harvested (September 2019). Any additional timber information they provide will be provided to the appraisers that are selected.

Property Tax Identification Number(s): 46-16-20-007-000-0 (446.45 AC)

46-15-20-206-000-0 (434 AC)

Legal Description: To be supplied

Client: Bureau of Appraisal.

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

Purpose and Intended Use of the Appraisal: Estimate current Market Value for possible acquisition

Extraordinary Asswnptions: N/ A

Hypothetical Conditions: N/ A

Interest Appraised:

D Conservation Easement r8J Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

BA 03_RFP_Appraiser Revised: 1/2/2020

Pagel of5

Exhibit 1

Information for Appraisal

Project Identification: ST. Joe Timberland (Leon Tract)

BA File No.: 19-8141 County: LEON

Applicable Appraisal Standards:

(gl Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) (gl Uniform Standards of Profes.5ional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

(gl 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:

0 State 181 Fee Appraiser

□ Waived

Other Considerations:

Attachments:

D Survey, Certified ~ Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map O0ther:

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

30 days, or your best time frame.

BA 03 _RFP _Appraiser Revised: 1/2/2020

Page3 ofS

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental Protection

Ma~ory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Stephen McKeough, Government Operation Consultant Ill Bureau of Real Estate Services

Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: December 5, 2019

PROJECT NAME: St. Joe Timberland/Wakulla Springs Protection Zone Site

OWNER'S NAME: St. Joe timberland Company of Delaware, LLC

PARCEL IDS: 4615202060000 and 4616200070000

Sections 15 and 16, Township 2 South, Range 1 West, Leon County

RonDeSantls Governor

Jeanette Nunez Lt. Governor

Noah Valenlteln Secretary

COMMENTS: The property is timberland. Portions of the property are adjacent to Wakulla Springs State Park.

AREA: 879.5 acres (852.5 acres uplands, 27 acres wetlands)

• This property does not appear to be waterfront.

• Title information dated November 21 , 2019 has been reviewed.

• Access is via US Highway 319, an improved public road.

• The legal description was derived from OR Book 1188, Page 967, Leon 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"

The Northwest¼ and the South 1/2 of Section 15, Township 2 South, Range I, West, Leon County, Florida, LESS the Southeast¼ of the Southeast ¼ thereof.

That part of Section 16, Township 2 South, Range I West, Leon County, Florida lying East of US Highway 319, LESS the South ½ of the Southeast ¼ thereof.

NOTE: This legal description is for appraisal purposes. There may be additions, deletions and/or revisions to this description based on a boundary survey and title insurance commitment of the property.

Wakulla Springs State Parle St. Joseph Land and Development Company Leon County

Page 1 of I

8.5M

DY :SK

Date: 1.19.2017

Data Sourcu:

I) Cad,u,ra, 2018 Oa~ Z) N1ti'.:nal \\~rimds ln\."ttltur1 :I) Flonm Con"""non 1.onds

4) flo"'11 tz,ut:1,~r BOT Projt,ct

5) NAVrEQ Roods

6) Dong

Subject Parcel

National Wetlands Inventory Aorida Forever Project Boundaries State Managed Conservation Lands

- Federal Man Conservation Lands

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

4,000 i

St. Joe Timberland - Florida Forever BOT Project Owners: St. Joseph Land and Development Company and St. Joseph Land

Leon County, Florida nle l ocAl>OG: \\ .. I.DEP1\ tcd._ud\C4WallJn_GIS\l.eon\Ar.-•.!ul..\1.W,II, ~ OOf.•J,P .StJoe\J.(l\lftH,il.,.\\'d ,.n. Sp~g,JP~_l....Ln.i 0.. s-.t 10/)0/'llJ19 U♦l7 r.-.t :M .. C,,,Hrecl&J-(;,'&'Scmn

.., THJS AFFIDAVIT TO BE COMPLETED AND RETURNED.,..

AFFIDAVIT

PROJECT: St. Joe Timberland (Leon Tract)

COUNTY: Leon

BIA FILE No.: 19-8141

I hereby certify that I have no vested°' fiduciary~

~praiser.~i~!~re t--L DL~D-7c)I-V3-7'53-D f2 tr O N l>~- ( A /2.,rz__-0 l-f-= Printed Name

Sworn to and subscribed before me this __,_\IY-'-_day of ,J Q nUO<'{ ,20 o)D

~c:Gi~±l'ooi;!

Notary P c State of Florida

04-Affidavit Rev. 12111'2015

File details come from the government source that posted it. Updated .