CN-370000-PL304-T30.pdf

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Attached to
Master Agreement FL|PL304|dcb5957c84c821a9c6fab5f6edae57fd
Contract number
PL304
Issued by
Florida

About this file

Summary

This document is a Task Assignment Notification Form (Attachment A) issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal under contract PL304. The assignment involves appraisal services for a property located in Monroe County, Florida, with the contractor being Marr & Associates Appraisal Company, Inc., represented by Trent Marr. The DEP Contract Manager is Jay F. Scott, and the Designated Task Manager is Frances Alford. The property owners are Susan Bernardo and Richard Victor Cheetham, and the project is identified as the Florida Keys Ecosystem - (Little Torch) with a BA File Number of 19-8131.

The task assignment calls for a fixed-price appraisal of 6.45 acres located on Little Torch Key, Monroe County, described as Government Lot 3, Section 28, Township 66 South, Range 29 East. The fixed-price total fee for the appraisal services is $500.00, payable upon transmittal of an approved Appraisal Report. The work is funded through the Florida Forever project with the FLAIR Accounting Code 37202348014371004000008410819. The contractor must submit invoices containing specified documentation and provide an electronic work-for-review document in Adobe PDF or Microsoft Word format before the final certification date. The appraisal must follow Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice, with a requested delivery timeframe of 30 days or the appraiser's best time frame. The property interest appraised is fee simple, with the acquiring agency being the State of Florida.

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-'-:c .. .. . .... , ... , ... , Florida Department of Environmental Protection

Division of State Lands Bureau of Appraisal

ATTACHMENT A

TASK A SSIGNMENT N OTIFICATION F ORM

DEP Contract #: PL304 j Task Assignment: j 30 j BA #: I I 19-8131

Project Name: Florida Keys Ecosystem - (Little Torch)

Owner's Name/Parcel Susan Bernardo and Richard Victor Cheetham County: Monroe Contractor 's Name: Marr & Associates Appraisal Company, Inc. I Contractor's Representative: Trent Marr Phone#:

DEP Contract Manager: Jay F. Scott I Phone#:

DEP Designated Task Manager: Frances Alford Phone #:

Task Assignment Completion Date: I Upon transmittal of an approved App~aisal Report

Task Description:

For Appraisal Services:

I BLA #: I

(850) 342- 1114

(850) 245-2667

(850) 245-2744

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, Contractoi's Name, Contract Number, Task Assignment Number, Project Name or Bureau of Appraisal (BA) File rqame, BA File Number, Date Work Began, Date Work Ended, and Amount of Fee payable as agreed and aliocated in the amount of 100%. Invoice payments 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 are returned to the Contractor for correction will result in a delay in payment.

Failure to adequately respond in writing to the Department of EnvironrJental Protection (DEP) Fee Review Appraiser or DEP Contract/f ask 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 writin~, 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 aJlow 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 assignment e lements: Date of Report, Date of Certification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Ap~raiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or 18-l.007(5)(a), Florida Administrative Code, (FAC).

DEP Contract #: PL304 Task#: 30 I BLA#: Pae 1 of3 Revised: 07/ 19/2018

A TT ACH1v1ENT A

TASK ASSIGNMENT NOTIFICATION FORM

The work for review is to include an Executive Summary for each parceqappraised and an Appraisal Checklist as well as other requirements for the appraisal format 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), F AC) 01: designee, provide a digital copy of the Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

Refer to Exhibit 1 for other information pertinent to this appraisal assignment.

Fees and Start Date: I Fixed-Price Total: $500.00 I

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

I

Starting Date: Upon Execution of this Task Assignment

Si natures:

DEP Contract Mana er: Date:

Date: 1,{1s{1'1

DEP Contractual Authori Date:

Date:

F d. I ti un m l? n orma 100 : f Project Funding Source: Florida Forever I Organization Code#: 37102200000 Fund #: 348014

Category: 084108 Exp. Opt.: NE f l Line#: I N/A

BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: 50270 J OCA Module: J N/ A FLAIR Accounting Code: 37202348014371004000008410819

I Cc: Contracts Section

DEP Contract #: PL304 Task #: 30 BLA #: Pae 2 of3 Revised: 07 /19/20 I 8

I r l

ATTACHMENT A I

TASK ASSIGNMENT NOTIFICATION FORM

The work for review is to include an Executive Summary for each parcel Jpraised and an Appraisal Checklist as well as olher requirements for the appraisal format as stated in Section B, page 13 of the Supplemental Appraisal Standards for the Board of Trustees. )

Upon approval by the Chief Appraiser (pursuanl to 18-1.002(4), FAC) or ~gnec, provide a digital copy of the Appraisal Report electronicalJy and on CD or DVD to the BAs Designated Taste Manager.

Refer to Exhibit 1 for other information pertinent to this appraisal assignmbnt.

I

Fees and Start Date: I Fixed-Price Total: SS00.00 I

Fee Schedule Not to Exceed Total: I Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this T~ Assignment

Si atures:

DEP Contract

Date:

DEP Contractual Authori Date:

A Date:

Fund" I fo ti Im. ■ nna on:

Project Funding Source: Florida Forever

- I Organimtion Code#: 3 7102200000 Fund#: 3480114 Category: 084108 Exp. Opt.: NE I I Line#: I N/A BE Code: 37100400 Year: 19

I

Object Code #: 134400 Project#:

50270 I OCA Module: ! N/A FLAIR Accounting Code: 37202348014371004000008410819

Cc: Colltl'l(Q Section

I

DEP Contract #: PL304 Task.#: 30 BLA#: P e 2 of3 Reviled: 07/19/2011

EXHIBIT 1

TASK ASSIGNMENT NOTIFTCA TION FORM

I 8/A File Name: Florida Keys Ecosystem - (Little Torch) I 8/A File #: j l 9-8 13 1

County: Monroe I

Fee Appraiser's Name: Trent Marr I DEP Contract #: PL304 I I Task Assignment #: I 30

DEP Contract #: PL304 Task #: 30 BLA #: Pa e3of3 Revised: 07/19/2018

Exhibit 1

Information for Appraisal

Project Identification: FKE Little Torch Bernardo Cheetham Property

BA File No.: 19-8131 County: MbNROE

I Ownership: Susan Bernardo and Richard Victor Cheetham as Truste~s, 14285 Sebal Drive, Miami

Lakes, FL 33014

Property Description: One 6.45-acre parcel of land divided by what was Old State Road located on Little Torch Key.

Property Tax Identification Number: 00113490-000000

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal:

Extraordinary Assumptions and/or Hypothetical Conditions: NI A

Interest Appraised:

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

BA 03_RFP _Appraiser (Effective: 7/11/2019) Page 2 ofS

Exhibit 1

Information for Appraisal

Project Identification: FKE Little Torch Bemardo!Cheetham Property

BA File No.: 19-8131 County: MONROE

Applicable Appraisal Standards:

[8J Supplemental Appraisal Standards for the Board of Trustees 'Yhich can be found at:

Supplemental Appraisal Standards for the Board of Trustees {3/212016) [8J Uniform Standards of Professional Appraisal Practice I D Uniform Appraisal Standards for Federal Land Acquisitions I D Other (specify): I

Report Format:

[8J 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:

D State [8J Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified [8J Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map D Other:

Acquiring Agency:

State of Florida

Requested Number of Days for Delivery:

30 days, or your best time frame

BA 03 _RFP _Appraiser (Effective: 7/1 1/2019)

I I I

Page 3 ofS

TO:

FLORIDA DEPARTMENT OF

Environmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operation Consultant II\

Ron DeSantls Governor

Jeanette Nuliez Lt Governor

Noah Yalensteln Secretary

FROM:

Bureau of Real Estate Services

Steve Kellogg, PLSM Bureau of Survey & Mapping

Signature:--.... ~---~- - -~--- Date: September 30, 2019

PROJECT NAME: Florida Keys Ecosystem/Little Torch Key

OWNER'S NAME: Susan Bernardo and Richard Cheetham

PARCEL ID: 00113490..000000

Section 28, Township 66 South, Range 29 East, Monroe County

COMMENTS: The property is adjacent to State lands on the EaJt boundary. An appraisal map was prepared for this property in March of 2005. The location of the mean high water line was derived from the 2005 map. /

AREA: 6.45 acres +/- (See map for Habitats)

• The property does appear to be waterfront.

• Title information dated September 15, 2019 has been reviewed.

• Access is via State Road 4-A, an improved public road.

• The legal description was derived from Official Records Book 2416, Page 986, Monroe County Public records and is attached as Exhibit "A".

• The boundaries, areas and habitats were derived from the Florida Department of Revenue GIS Data, Monroe County GIS Data and the 2bo5 Map.

The description, areas, boundary and encumbrances are sLbject to change with an accurate field survey and title insurance commitment of the property.

EXHIBIT"A"

Government Lot 3, Section 28, Township 66 South, Range 29 East, Little Torch Key, Monroe County, Florida.

Florida Keys Ecosystem!l..ittfe Torch Key Bernardo and Cheetham Monroe County

BSM

BY :SK

Date: 9.25.2019

Hammock: 0 .68 Acres Salt Marsh/ 4 75 A . cres Buttonwood:

Scrub Mangrove: 1.02 Acres Total: 6.45 Acres

Subject Parcels 0 250 500 - -Tropical Hardwood Hammock cs:::J Saltmarsh/ Buttonwood

Florida Forever Project Boundari!

State Managed Conservation Lan City/County Managed Conservati n Lands - -

Q Scrub Mangrove - Private Managed Conservation Lapds 1525a Below Approximate MHWL

Florida Keys Ecosystem - Little Torch Key Owner: Cheetham

Monroe County, Florida g~.1;,:·~}~~~~~~~~•\SUR\tl:.V\n and.1 K.·)1~ 11.mJ,..lt."d'J\l.lulir ·rorJi t.::-,.\Ott•h-\GlS\Af11H■HL.Umt:. To«ti_K.,._O.,r,r,di- mad o\t.,C....,l'IJ"GW.se.-..

Feet

1,000 i

•• THJS AFFIDAVIT TO BE COMl'LCTED AND R BTU £D ••

Af' f'ID AVJT

PROJELT: F1orlda Key• Ec09YsUm • (lJnle Tor II)

COUNTY: Monroe

BIA FILF. ~O.: 19-8131

I h1,'ll:by certify that I have no vested or fiduciary interest in the capti011ed ploject.

Zt:J)~ AppraiseT SiJPlaturc

Printed ~amc

18 November 19 Sworn to and subscribed before me this ___ day of ___ _ __ ,._ _ ___ ...,20 _ _ _ _

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