CN-370000-PL302-T37.pdf

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

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Document Summary

This Task Assignment Notification Form (Task Assignment #37) is issued under DEP Contract #PL302 by the Florida Department of Environmental Protection (DEP) to Carroll Appraisal Company, Inc. for appraisal review services related to the South Walton County Ecosystem project in Walton County, Florida. The property owner is David Schofield, and the subject property is a 4.48-acre parcel (consisting of 4.19 acres of uplands and 0.29 acres of wetlands) located within Topsail Hill Preserve State Park. The designated task manager is Wayne Griffin, the DEP contract manager is Jay F. Scott, and the contractor's representative is Rhonda A. Carroll.

The contract involves a fixed-price task cost of $2,700.00 for appraisal review services that include a field review of the subject property, a draft review document, and an Appraisal Review Report. The scope of work explicitly excludes developing an independent opinion of value. The contractor must deliver products within specific timeframes: mark-ups within 4 days of receipt, a draft document within 8 days, and the final Appraisal Review Report within 12 days. The appraisal is prepared for possible acquisition by DEP from the property owner at current market value and is funded through the Florida Forever project (Fund #348014, Project #00973). The task assignment completion date is upon transmittal of an approved Appraisal Review Report, with the starting date upon receipt of the work to be reviewed. Invoices must clearly identify the deliverable as fixed-price and include all required contract information before payment processing begins.

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ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL302 I Task Assignment #: I 37 I B/A File#: 20-8145

Project Name: South Walton County Ecosystem

David Schofield, david(@.myschofield.com 678/481-3015- Owner's Name/Parcel: 32-2S-20-33080-00B-0100

County: Walton

Contractor's Name: Carroll Appraisal Company, Inc.

Contractor's Representative: Rhonda A. 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 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 co~rcct 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 performed 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 #: PL302 Task Assignment # Page: Page I of 3

Rev. 1/1/2020

ATTACHMENT A

Provide an electronic document, preferable an Adobe® PDF® document or a Microsoft® Word®, 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 Review Report electronically, by email or other agreed method of delivery, to the BAs Designated

Task Manager.

You must include, in the Appraisal Review Report, a signed certification statement like that recommended in the Uniform Standards o,f 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 1.

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 email 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 4 days ofreceipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

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

Within 12 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 # 37 Page: Page 2 of3

ATf ACHMENT A

Fixed Price Task Cost: $2,700.00

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:

DEP Contractual Authority Date: \ - l 7 - 20

Appraiser Representative: Date: ( - / J - 2.o

Project Funding Source: I Florida Forever Organiz.ation Code#: 37102200000 Fund#: l 348014 Category: 084108 Exp. Opt.#: NE I Line#: IN/A BE Code: 37100400 Year: 19 Object Code # : 134400 Project#: 00973 I OCA/Modulc#: I NIA FLAIR Accounting Code: j 37202348014371004000008410819 cc: Contracts Section

DEP Contract II: PL302

Task Assignment # 37 Page: Page 3 of3

Exhibit 1 Information for Appraisal

Project Identification: SOUTH Walton Co. Ecosystem (David Schofield) BA File No.: 20-8145 County: WAL TON

Gran tor: David Schofield, david@myschofield.com 678/481-3015

Grantor' s Representative: NIA

Grantee: N/ A

Grantee's Representative: Jeremiah Thompson, Jeremiah.R.Thompson@floridadep.com 850/245-2611

Property Description: The subject property consists of 4.48 acres, with 0.29 acres of wetlands (see attached map). The parcel is located within the Topsail Hill Preserve State Park (Gregory E.

Moore). Access is via a 30' ingress/egress easement from W. County Hwy. 30A. I believe the site is currently zoned RP - Residential Preservation. The appraiser will need to determine if water and sewer can be put on-site, or if it will have to be run to the subject from Hwy. 30A. Also, you will need to find out what the county will accept as far as a maintained roadway to get to the subject through the easement if Emergency Vehicles have to come to the property. The property is located in a Plated Subdivision known as "LaPlaya Estates" (Lot 10, Block B). This is the only remaining lot within the subdivision not owned by the state. This lot would have access to the Gulf through the State Park, but only during the times the Park is Open. I believe they have a gate that is locked in the evenings.

The current owner purchased the property in March, 2018 for $825,000. The Property Appraiser shows it to be Unqualified, but I don't know why. I'm not sure if he purchased this property based on an appraisal or not. He owns other property in the area to the Southeast about 1 mile away on Stalworth Lake.

Property Tax Identification Number(s): 32-2S-20-33080-00B-0100

Legal Description: See attached

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 Markey Value for possible acquisition from DEP (State of Florida)

Extraordinary Assumptions: N/ A

BA 03_RFP _Appraiser Revised: 1/2/2020

Page 2 of6

Hypothetical Conditions: NI A

Interest Appraised:

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

BA 03 _ RFP _ Appraiser Revised: l/2/2020

Exhibit 1

Page 3 of6

Exhibit 1

Project Identification: SOUTH Walton Co. Ecosystem (David Schofield)

BA File No.: 20-8145 County: WAL TON

Applicable Appraisal Standards:

t8'.I Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) t8'.I Uniform Standards of Professional Appraisal Practice 0 Uniform Appraisal Standards for Federal Land Acquisitions 0 Other (specify):

Report Format:

t8'.1 Narrative Single Parcel Ownership, Appraisal Report 0 Narrative Multiple Parcel Ownerships, Appraisal Report 0 Narrative Restricted Appraisal Report 0 Other (specify):

Five Year History of Title to be furnished by:

0 State t8'.I Fee Appraiser 0 Waived

Other Considerations:

Attachments:

0 Survey, Certified t8'.I Appraisal Map 0 Plat Map 0 Sketch D Property Card cgj Location Map D Other:

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

14 - 20 days, or your best time frame.

BA 03 _RFP _ Appraiser Revised: 1/2/2020

Page 4 of6

TO:

FROM:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Maljoiy Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl32399

APPRAISAL MAP REVIEW MEMO

Stephen McKeough, Government Operation Consultant Ill Bureau of Real Estate Services /4,,t, ~ ~ Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: November 15, 2019

PROJECT NAME: South Walton County Ecosystem

OWNER'S NAME: David Schofield

PARCEL ID: 32-2$-20-33080-00B-0100

Section 32, Township 2 South, Range 20 West, Walton County

Gowmor

LlGovemor

..... Yll111t1II Secretary

COMMENTS: The property is an inholding within Topsail Hill Preserve State Park. A boundary survey of the surrounding lands was pertormed on June 21 , 1998.

AREA: 4 .48 acres (4.19 acres uplands, 0.29 acres wetlands)

• This property does not appear to be waterfront.

• Title information dated November 6, 2019 has been reviewed.

• Access is via a 30' ingress/egress easement and unimproved platted road rights of way.

• The legal description was derived from OR Book 3068, Page 2157, Walton County Public Records and is attached as Exhibit "A".

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

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

EXHIBIT "A"

Lot 10, Block B, LaPlaya Estates, according to the plat thereof as recorded in Plat Book 3, Page 48, of the Public Records of Walton County Florida.

South Walton Coonty Ecosystcmffopsail Hill David Schofield Waltrut county

BY $1:

Date: 11.05.2015

SITE\

South Walto11 Co1111(Y Bco.rystem F"1rida Foret1tr BOT Project

Topsail Hill.Preserve S_ta_te: Park

Subject Parcel

DnS.:~<n=

1) J.,g,l Do,cripticn

7) DOil 2016 DINa

1) fo1ci.iid1 1\-l'ff'\--.r P'l'Ojttt Boundu1e1-

◄ Aoncb ~d .\rcu ,, 'k,tionaJ 'hd~ ~ c:::J Subject Parcel

Gulf of

[ _J Florida Forever Project Boundaries

State Managed ConserVlltion Lands

Topsail Hill Preserve State Park

0 500 1,000 - -- - Feet

South Walton County Ecosystem FF Owner: David Schofield s Walton County, Florida

Fi1t l,M.Mioa: \\Pl.l>h-P,J\tMh.J_t ,I\C-tie._cr.s\~Vlllaa\s-di " · .. 1os1oc-,, E.o:i1J1tt..._yf'\.\JIPc&1,l_:;o.tL\l"do._Co1,n11~JlnaJ'F _SdtoMloJ- Vlcl .. :7,.,.d 0-~ 11/,(YJt, U11:.ll"111! u.apec,,...,•~~··-

-Point Washington

2,000

!• C

Jvm.,. r

011,t'."<fw, r•

I Jc.•.4JJ)p""nJ>n' 11

: OUR ~ 111-1 L>.u., , t-.,nf41 hcntt PC\:,Ject ~ .f l lc.'oP<laM~ • .\rc• i; , . at)om} \'r"t:dands Jnwnmf)'

Subiccr Parcel :::J Florida Forever Project Boundaries

State Managed Conservation Lands

National Wetlands Inventory

0 150 300 - -- - Feet

South Walton County Ecosystem FF Owner: David Schofield s Walton County, Florida t.:i. 1--.cio,,,a; \ \ FLDEJl'J\1~~1iR_GIS\W,lkNi\S-:• ~ ':altoc, Cotnity- Ecvty\k~ffl\,\pprUu!Jowl,_~..._~_Ec•fskaJ,'F _sdu>wld,H.d U.1.-s.-l 11/4/lO'lJ 12:t.t.<K PM u..,c... •• -,: K:...1'e.noa

0 qPublic.nef" Walton County Property Appraiser

Parcel 32-25-20-33080- Physical Number OOB-0100 Address Acreage 4.5 Malllnc Property VAC/!INT Address Usage

Date aeated: 12/19/2019 Last Data Uploaded: 12/18/2019 6:41:37 PM

Developed~"-..,~

SCHOFIELD

DAVID

789GARDENSIDE

CIRSE

MARIETTA.GA

30067-270'1

Building $0 Just Value Value Nllsc $0 Assessed Value Value Land $35,424 Exempt Value Agland $0 Value AgMarket $0 Value

Value Taxable Value

Overview ...._~ I

Legend Parcek

- Roads

City Labels

$35,424 Last2Salfl Date Price Vacant Qual

$35,424 3/14/2018 $825000 Y u 4126/2013 $100 y u

$0

$35,424

** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED **

AFFIDAVIT

PROJECT: South Walton County Ecosystem

COUNTY: Walton

B/AFILENo.: 20-8145

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

Appraiser Signa!Ure . 75~-0 fl OLltC(o-ID-7:;l\-LP~- · J

Sworn to and subscribed before me this d.. I

04-Affidavit Rev. 12/1/2015

Printed Name day of I. )OOUQr\f l

, 20 ,QQ

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