CN-370000-PL302-T38.pdf

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

About this file

Document Summary

This is a Task Assignment Notification Form under DEP Contract PL302, issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal. The document assigns appraisal review services for the Wolfe Creek Forest project located in Santa Rosa County, Florida. The property owner is Kingfisher Timber, LLC, and the contractor is Carroll Appraisal Company, Inc., represented by Rhonda Carroll. The DEP Contract Manager is Jay Scott, and the Designated Task Manager is Wayne Griffin. The task assignment is identified as #38 with BA File Number 20-2832.

The contractor shall provide appraisal review services for a 1,786-acre property (consisting of 1,678 acres of uplands and 108 acres of wetlands) owned by Kingfisher Timber, LLC. The scope of work includes a field review of the subject property, a draft review document, and a final Appraisal Review Report, but does not include developing an independent opinion of value. The fixed-price task cost is $4,800.00, with invoice payment commencing upon receipt, inspection, and approval of services. The starting date is upon receipt of the work to review. Deliverables include mark-ups within 7 days, a draft appraisal review document within 14 days, and the final Appraisal Review Report within 20 days of receiving the work to be reviewed. Project funding is from Florida Forever (Fund #348014), and the work must comply with Uniform Standards of Professional Appraisal Practice and Supplemental Appraisal Standards for the Board of Trustees.

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Text version

DEP Contract #: lel:oz I Task Assignmenr *: l:a I elAfite+: 20-2832

Project Name: Wolfe Creek Forest

Owner's Name/Parcel: Kingfisher Timbel LLC

County: Santa Rosa

Contractor's Name: Carroll Appraisal Company, Inc.

Contractor's Representative: Monda Carroll Phone #: 850-575-1999

DEP Contract Manager: Jay Scott Phone #: 850-245-2667

DEP Designated Task Manager: Way.ne Griffin Phone #: 850-245-2664

Task Assignment Completion Date: I Upon Transm ittal of an Approved Appraisal Review Report

ATTACHMENTA

TASK ASSIGNMENT NOTIFICATION FORM

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 has been received or services provided are received, inspected and approved. Invoices which have to be retumed to the Conhactor for correction(s) will result in a delay in payment.

Failure to adequately respond in writiag to the Department of Environmental Protection (DEP) Fee Review

Appraiser or Designated Task Manager, within four working days, may result in a one percent ofthe 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 ofa draft appraisal prepared for the proposed land hansaction 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 ofthe property that is the subject of the work under review.

DEPContract#: PL302 Task Assignment # 38 FLeY. lll/2020

Page: Page I of3

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

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 flmctions 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 18-1.007(5)(a), Florida Administrative Code, (FAC).

Upon approval by the Chief Appraiser (pursuant to 18-1.002(4), FAC) or designee, provide a digitai 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 of Professional Appraisal Practice (USPAP) for appraisal review assignments.

In addition to the USPAP 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.9. - Certification Standards ofthe Appraisal Institute).

A digital copy ofthe 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 altemative, 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, ifany, 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 soflware used to produce the work to be reviewed that was provided by the BA.

Within 7 days of receipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

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

BA as previously described.

Within 20 days of receiving the work to be reviewed, submit the Appraisal Review Report that must include a statement recommending acceptance or rejection ofthe work under review.

Exhibit I contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL 302 Task Assignment # 38 Rev.l/112020

Page: Page 2 of3

ATI AC}III{E\T .{

1'ASK ASSlCir- MINT r''OT IFICATION IrORM

I"ixed lrrice Task Cost: s +.s00.1)0

L'ee Schedulc Not to L.xcced Total:

('ost lteimbursement Nol to Erceed Total:

Starting Date: Llpon receipt oi'1he work to revicw-

I)EP Contract N4anager: Dare: 09i I 012020

DliP Funding Aurhority-: Datc: 09r I 0i:020

[)EP Contractua] Authority @q t u+ r* :t"- -r* -Lrir4rr . :?-..rr

Date: 09, 10'1020

.,\pplaiser Repres(nIati," e : Ut*affi,@ Date: 4l n l eoaa

Project l unding Source: Florida i:orever

( )rganization C)odc #: l7 i0ll00t)00 l"und +: I ;4ro L+

Category': 08.r r08 lixp. Opi,#: NE I Line #: lse BE Cbdc: l? I00:100 Year: 20

Objcct Code #: 134.100 Project #: rFosoTo loC.\'Modulea: !\ lrl.AIIl. Accorrnling ('ode: 1720234ti01 -11 7 I 00,1000008.1 I 0820 ac: ConBacts Searion f)EP Contrad n Pl. 302 Tasli Asslen0rent # -18 Re\'. 1,1,,2020 Page: page J ofJ

Exhibit I Information for Appraisal

Project Identification: WoLFE Creek Forest - (Phase IV) BA File No.: 20-8232 County: SANrA Rosa

Grantor: Kingfisher Timber, LLC

Grantor's Representative: Doug Hattaway, 8501212-6859, doue.hattawav@tpl.org

Grantee: N/A

Grantee's Representative: Amy Phillips, 8501245-2740, amr.phillips@floridadep,.gev

Property Description: The subject property is located in Santa Rosa County and contains a total of 1,786 acres with 108 acres of wetlands (60/o) and 1,678 acres ofuplands (94%). Itis located approximately

4.5 miles North,t{orthwest of Whiting Field Naval Air Station. Based on the appraisal map (attached) the property has access from the east via Buddy Hardy Road and Paul Bames Road along the entire western boundary. It's possible Buddy Hardy Road extends across the north property iine also. Based on the map that was provided, the property contains planted timber on approximately 75% of the property. At this time, I'm not sure of the type(s) of timber or their ages. A Timber Cruise will not be provided; however, we may be able to get the volumes of each type of timber. I would hope you may just be able to find some timber sales in the area and just use a Sales Comparison Approach. There are some deeds with OGM, but I don't know if they are for any of this property, or for other land holdings they own in tle mea. The appraisers will need to check on this and if there are any outstanding OGM, they will need to be discussed in the report as to what affect they have on value.

Property Tax Identification Number(s): See attached

Legal Description: See attached

Client: Bureau of Appraisal.

lntended Users: The client and the Board of Trustees of the Intemal Improvement Trust Fund of the State of Florida.

Purpose and Intended Use of the Appraisal: Estimate Market Value of the 1,786 acres.

BA 03_RFP_Appraiser BreYised: 1/2/2O2O

Exhibit 1

Extraordinary AssumPrions: N/A

Flypothetical Conditions: N/A

Interest APPraised:

Conservation Easement

Fee Simple Land Protection Agreement Less than Fee SimPle Select

Life Estate Others (describe):

BA O3_RI P-Appraiser Revised: 1/2/2020

Page 3 of6

Exhibit I

Project Identification: WoLFE Creek Forest - (Phase IV)

BA File No.; 20-8232 County: SANrA Rosa Applicable Appraisal Standards :

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

Uniform Standards of Professional Appraisal Practice Uniform Appmisal Standards for Federal Land Acquisitions Other (specifu):

Report Format:

[] Narrative Single Parcel Ownership, Appraisal Report I Narrative Multiple Parcel Ownerships, Appraisal Report ! Narrative Restricted Appraisal Report I Other (specifu):

Five Year History of Title to be furnished by:

fl state

I Fee Appraiser n Waived

Other Considerations:

Attachments:

Survey, Certified Appraisal Map Plat Map Sketch Property Card Location Map Other: Title Commitment

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

20 days, or your best time frame.

BA 03_RFP Appraiser Revised: 1/2/2O2O

FTORIDA DEPARIMENT OF

Environmenta I Prctection Marjory Stoneman Douglas Building

3900 Commonwealth Boulevad Tallahassee, FL 32399

DMSION OF STATE LANDS

BUREAU OF SURVEY AND MAPPING

APPRAISAL MAP REVIEW MEMO

Amy Phillips, GOC lll Bureau of Real Estate Services Jorge Alonso, PLS II

Ror D.S.r(h Govemor leamtta lluior Lt Govemol

I{oah Valcn8teln Secretary

TO:

FROM:

Date/Si g nature : 08/ 1 3/2020

PROJECT NAME: Wolfe Creek Forest - Phase lV

OWNER'S NAME: Kingfisher Timber, LLC

Parcel l.D. Number: 31-4N-27 0000-00101-0000;32-4N-27 0000-00200-0000;06-3N-27-0000- 00101-0000; 05-3N-27-0000-00100-0000; 04-3N-27 0000 00701-0000

SECTION: Sections 31 & 32 Township 4 North, Range 27 West; Sections 4, 5 & 6, Township 3 North, Range 27 West, Santa Rosa County.

COMMENTS: The parcel is vacant and adiacent to State Conservation Lands to the North, East and West.

AREA: Total 1,786 acres +l- l.1,678 acres+/-u plands; 108 acres+/- wetlands)

. The property does not appear to be waterfront.

. American Land Title lnsurance Commitment Number 2019-9792-0 with an effective date of August 27, 2019 at 4:00 p.m. was reviewed by the signing surveyor for this appraisal map.

. Access to the property is via Paul Barnes Road along its Westerly boundary, and Buddy Hardy Road from the East, both are County maintained roads.

. The legal description (dated August 12,2O2Ol.was derived from Warranty Deed (ORB 3605, Page 1986), of the Public Records of Santa Rosa County.

. The boundaries, areas and wetlands were derived from the Florida Department of Environmental GIS data and Santa Rosa County GlS.

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

EXHIBIT'A'

Parcel 200:

Section 31, Township 4 North, Range 27 West: ALL, less and except that portion ofthe propeny lying West of the center of Paul Barnes Road.

Tax Parcel No. 31-4N-27 0000-00101-0000

Parcel 201:

.Section 32, Township 4 North, Range 27 West: W %

Tax Parcel No. 32-4N-27 0000-00200-0000

Parcel 79:

.Section 6, Township 3 North, Range 27 West: All that part of Section lyin8 East of the center of Paul Barnes Road.

Tax Parcel No. 06-3N-27-0000-00101-0000

P arcel 77:

.Section 5, Township 3 North, Rante 27 West: All of Section Tax Parcel No. 05-3N-27-0000-0010G0000

Parcel 76:

.Section 4, Township 3 North, Range 27 West: Thatpartof theSouth%of Northwest % lying West of Three Notch Trail and that part of the Southwest 7+ lying West of Three Notch Trail.

Tax Parcel No. 04-3N-27 0000 00701-0000

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 APPROVED

B\ | t1. 1. Date. 8l'l.212020

Wolfe Creek Forest - Phase lV Kingfisher Timber, LLC Santa Rosa County

Wolle Cruk Phrest

Floida Foreuer tsOT Project

Blacku,atii River Statc Forcst

\Tetlands: 108 Acres Uplands: 1,678 Actes

Total 1,786 Acres

Subiect Parcel

Caaslal Headwal.ers l-nngkaf Pnrest t-loida Foreuer BOT Prajul

Sub)ect Parcel

National Wetlands Inventoty

Flodda Fotevet Ptoiea Boundaries

State Managed Conservation Lands o.25 0.5

Coastal Headaaters

I-.onghaf Forest

Flmida f-orewr BOT Prujur

1.+.

Volfe Creek Forest - Phase fV

Ou'ner: Kingfishet Timbet, LLC

Santa Rosa County, Florida

Fic riqLh i i \\FLD EP l\r.Ljrd \.our6 c Is\s r:Ror\Fdtcccl fb Br\ Phn. 4\Grsu.pdi{Lwdc_cE.k Fo4rLPLn_+ iud Dnr Sr4d t/,r/r2! r1oift Pn

Creek Forest Page: 6

+*THIS AFFIDAVIT TO BE COMPLETED AND RETURNED WITH PROPOSAT *X

AFFIDAVIT

PRoJEcr: Wolfe Creek Forest

B/A FILE No.: 20-8232

CouNrv: Santa Rosa

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

Swom to and subscribed befo." -" this -[$day of S{h^ht- .zo@ sE/l€ JAC|(SO MYCO rr6stott@ 016?19 EXPIRES: SaptsrrD€r 25, 20Zt

Bondd ltyu Undelttaa!

03-RFP_Reviewer Rev- 1/2/2O2O

Printed Name

Notary Public

P-rt{ o-xrm r A rL )LDW

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