CN-370000-PL304-T31.pdf

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

About this file

This is a Task Assignment Notification Form from the Florida Department of Environmental Protection (FDEP), Division of State Lands, Bureau of Appraisal. The task assignment is issued under DEP Contract #PL304 for appraisal services related to the Florida Keys Ecosystem project at Grassy Key in Monroe County. The contractor is Marr & Associates Appraisal Company, Inc., represented by Trent Marr. Key FDEP personnel include Contract Manager Jay F. Scott and Designated Task Manager Frances Alford. The property owner is Ethel M. Frey, and the appraisal covers two parcels (Lots 4 and 5, Block 14, Crain's Subdivision) totaling approximately 0.33 acres of hammock land in Monroe County, Florida. The appraisal is conducted as part of the Florida Forever program, a state land acquisition initiative.

The task involves providing a narrative single-parcel appraisal report for fee simple interest in the subject property using the Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice. The fixed-price total fee for the appraisal services is $500.00, with a requested delivery timeframe of 30 days from task execution. The contract is funded through Florida Forever (Fund #348014, Organization Code #37102200000) with project number 50270. The appraiser is required to submit an electronic work-for-review document in PDF or Word format prior to final approval, communicate site visit dates at least three business days in advance, and provide a notarized affidavit confirming no vested or fiduciary interest in the property. Invoice payments commence upon receipt and approval of proper invoices and satisfactory completion of work.

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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract #: PL304 Task Assignment: I 31 I BA#: I 19-8130 I BLA#: I Project Name: Florida Keys Ecosystem - (Grassy Key)

Owner's Name/Parcel Ethel M. Frey County: Monroe

Contractor's Name: Marr & Associates Appraisal Company, Inc.

Contractor's Representative: Trent Marr Phone #: (850) 342-1114

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

DEP Designated Task Manager: Frances Alford Phone #: (850) 245-2744

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 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 Environmental 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 assignment 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 18-l.007(5)(a), Florida Administrative Code, (F AC).

DEP Contract#: PL304 Task #: 31 BLA #: Pa e 1 of 3 Revised: 07119/2018

ATTACHMENT A

TASK ASSIGNMENT NOT[FJCA TION 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 a digital copy of the Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

Refer to Exhibit I for other infonnation pertinent to this appraisal assignme.nt.

Fees and Start Date:

Fixed-Price Total: $500.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si nature11:

DEP Fundin Authorit : Date:

DEP Contractual Authori Date:

Date: II /ti /9

Fundine Information:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund #: 348014

Category: 084108 Exp. Opt.: NE I Line#: l NIA

BE Code: 37100400 Ye.ar: 19

Object Code #: ,134400 Project #: 50270 I OCA Module: l N/ A

FLAIR Accounting Code: 37202348014371004000008410819

Cc: Contracts Section

DEP Cont~ #: PL304 Task #: 31 BLA #: Pa ,e2 of3 Revised: 07/ 19/2018

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

B/A File Name: Florida Keys Ecosystem - (Grassy Key) I B/A File#: \ 19-8130

County: Monroe

Fee Appraiser' s Name: Trent Marr

DEP Contract #: PL304 I Task Assignment#: I 31

DEP Contract #: PL304 Task#: 31 BLA#: Pa e 3 of3 Revised: 07/ 19/2018

Exhibit 1

Information for Appraisal

Project Identification: FKE Grassy Key - EM Frey Lots

BA File No.: 19-8130 County: MONROE

Ownership: Ethel M. Frey, 516-889-5411, 85505 Webster Street, Baldwin, NY, 11510

Property Description: Two parcels in the FKE Grassy Key, Crain's Subdivision.

Property Tax Identification Number: 00367980-000000, 00367990-000000

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 r8J Fee Simple 0 Land Protection Agreement D Less than Fee Simple Select 0 Life Estate D Others (describe):

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

Exhibit l

Information for Appraisal

Project Identification: FKE Grassy Key - EM Frey Lots

BA File No.: 19-8130 County: MONROE

Applicable Appraisal Standards:

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

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) C8] Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

~ 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 ~ Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified ~ Appraisal Map

□ Plat Map 0 Sketch D Property Card 0 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/ 11/2019) Page 3 of5

TO:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Marjo,y Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operation Consultant Ill

RonDeSanUI Governor

Jeanette Nunez Lt Governor

NoahValensteln Secretary

FROM:

Bureau of Real Estate Services

Steve Kellogg, PLSM Bureau of Survey & Mapping

Signature: _ _ A,o ___ fJ/. __ · -~---- Date: October 22, 2019

PROJECT NAME: Florida Keys Ecosystem/Grassy Key Hammocks

OWNER'S NAME: Ethel M. Frey

PARCEL IDS: 00367980-000000 and 00367990-000000

Section 24, Township 65 South, Range 33 East, Monroe County

COMMENTS: The property consists of two 60' x 125' subdivision lots. These lots are adjacent to conservation lands managed by the City of Marathon.

AREA: 0.33 acres +/- (Hammock)

• The property does not appear to be waterfront.

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

• Access is via a platted unimproved road.

• The legal description was derived from Official Records Book 409, Page 621 and OR Book 1031, Page 2341 , 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 record plat.

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

EXHIBIT"A"

Lots 4 and 5, Block 14 Crains Subdivision of Grassy Key, according to the plat thereof, recorded in Plat Book I, Page 51, of the Public Records of Monroe County, Florida.

FKE Grassy Key Hammocks Ethel Frey Monroe County

BSM

BY 5 K

Date: 10.21.2019 l>.lt3 Sourc.es:

I) C:ldas1r,d 2018 Da~ Z) Monroe H:tb,r.11 l>.itll

3) F\',odai Forever BOT f'roicct

4) flbrida MaJ12!:,>td Areas

5) NAVTEQ Rn,ds

6) BingJ\enab

Subject Parcels

Florida Forever Project Boundaries

City/County Managed Conservation Lands

0 100 200 - -- - Feet

Grassy Key - Crain Subdivision Owner: Frey

Monroe County, Florida

Fill' LocaDon: \\f!LDEPl\tt<l1, .... CfiC1\SlJRVl~ ' \Acnida Kq·1 &:ti.)'*m\Gn.s,i.;7 K~\ r 1.-y\C,l~\J-lorida.J<q1_Ecoiy,La1LGt•My_K.q_frw:y.11Ud O.,: s-.,1: I0/21/2019 1:1trll2 J'M \bp C ru1ed By: Kua f'llDUU i

•• THIS AFFIDAVIT TO BE COMPLETED ANO RETURNED • •

AFFIDAVIT

PROJECT: Florida Key~ Ecosyslt>lll• ( Grassy Key)

COUNTY: Monroe, 6 /A ftLE Nu.: 19-8130

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

Appraiser Signature

Printed Name

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

04-Alndavit Rev. 12/112015

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