CN-370000-PL304-T37.pdf

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

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Summary

This is a Task Assignment Notification Form (Attachment A) under Florida Department of Environmental Protection (DEP) Contract #PL304, Task Assignment #37, issued to Marr & Associates Appraisal Co., Inc. for appraisal review services on the Seven Runs Creek property owned by Nokuse Education, Inc. The project involves four non-contiguous parcels totaling 898 acres (499 wetlands, 399 uplands) located in Walton and Washington Counties, Florida. The contract is managed by DEP Contract Manager Jay F. Scott, with Frances Alford serving as the Designated Task Manager. The project is funded through the Florida Forever program with project funding source identified as Category 084108, BE Code 37100400, and Object Code 134400.

The contractor must provide appraisal review services for a conservation easement valuation at a fixed price task cost of $4,950.00. The scope of work includes a technical review of a draft appraisal prepared by another party, consisting of a field review of the subject property and submission of a draft review document and final Appraisal Review Report. The contractor has 7 days to submit mark-ups, 14 days to provide a draft appraisal review document, and 21 days to submit the final Appraisal Review Report with a recommendation for acceptance or rejection. The review must comply with Uniform Standards of Professional Appraisal Practice (USPAP), Supplemental Appraisal Standards for the Board of Trustees, and must include analysis of underlying oil, gas, and mineral rights. Prior to contracting, the appraiser must execute a signed and notarized affidavit certifying no vested or fiduciary interest in the project.

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ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL304 I Task Assignment#: I 37 I BIA File#: l 9-8125

Project Name: Seven Runs Creek - Nokuse CE

Owner's Name/Parcel: Nokuse Education, Inc.

County: Walton and Washington

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

Contractor's Representative: Trent Marr Phone#: (850) 342-l l 14

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 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 correct invoice bas 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 #: PL304 Task Assignment# Page: Page I of 3 Rev. 8/15/2017

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATJON FORM

Provide an electronic document, preferable a Microsoft® Word® document or an Adobe® PDF®, to the BA on or before the due date. The document must allow aJl 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 18-1.007(5)(a), Florida Administrative Code, (FAC).

Upon approval by the Chief Appraiser (pursuant to 18-1.002(4), FAC) or designee, provide a digital copy of the

AppraisaJ Report electronically and on CD or DVD to the BAs Designated Task Manager.

You must include, in the Appraisal Review Report, a signed certi fication statement similar to that recommended in the Uniform Standards of Professional Appraisal Practice (USP AP) for appraisal review assignments.

In addition to the USP AP c.ertification 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 e-mail 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 1 days of receipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 14 days of receipt of the work to be reviewed, provide a draft document of the appraisal review to the BA as previously described.

Within 21 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 #: PL304 Task Assignment# 37 Page: Page 2 of 3 Rev. 8/ 15/2017

A 1T ACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

Fixed Price Task Cost: $4,950.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Signatures:

DEP Contract Manager: Date: (Z-U -\~

DEP Funding Authority: \)._t Date: \~-1\~)C\

DEP Contractual Authority 0 Date: \;i-l.l_ \~

Appraiser Representative: J1ti,--- Date: ( 1- - /t -/7

1 Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund#: I 348014

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

BE Code: 37100400 Year: 19

Object Code #: 134400 Project#: FF07070 I OCA/Module#: j N/A i

FLAJR Accounting Code: I 3120234so14311004000008410819 cc: Contracts Section

DEP Contract #: PL304 Task Assignment # 37 Page: Page 3 of3

Rev. 8/15/2017

Exhibit 1

Information for Appraisal

Project Identification: SEVEN Runs Creek - Nokuse CE

BA File No.: 19-8125 County: WALTON and Washington

Property This property consists of four non-contiguous parcels containing a total of 898 acres ( 499 wetlands) with access to two parcels are via Crews Lake Road. Access to the remaining parcels are via unnamed dirt roads.

Property Tax Identification Number: See attached

Legal Description: See attached

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal: Conservation Easement

Extraordinary Assumptions and/or Hypothetical Conditions: N/ A

EXCEPTIONS IN TITLE

9. Easement and right of way for vehicular traffic contained in instrument recorded July 22, 1988, under O.R. Book 520. Page 232, Public Records of Walton County, Florida. (PARCEL 4 and 5) l 0. Easement for ingress and egress contained in instrument recorded March 10, 1995, under O.R. Book 1253. Page 35, Public Records of Walton County, Florida. (PARCEL 3)

11. Memorandum of Timber Agreement between Nokuse Education, Inc., a Florida not for profit corporation, and Raymond K. Sheline and Valerie Novak Sheline as Trustees FBO 1992 Sheline Farniily Trust u/t/d November 23, 1992; et al., as recorded in O.R. Book 2998. Pa!!e 2009, Public Records of Walton County, Florida. (PARCEL 3, 4, 5)

12. Oil, gas, mineral, or other reservations as set forth in deed to R. B. Underwood recorded in O.R.

Book 320. Page 78, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

13. Oil, gas, mineral, or other reservations as set forth in deed to Frazier Howie recorded in O.R. Book

320. Page 134, together with Assignment O.R. Book 2848. Page 4787, Notice of Claim O.R. Book 2978. Page 1384, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

14. Oil, gas, mineral, or other reservations as set forth in deed by Lamar M. Richardson, Jr. recorded in O.R. Book 2653, Page 3 76, together with Notice of Claim O.R. Book 2737. Page 4392, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. {PARCEL 3, 4, 5)

15. Oil, gas, mineral, or other reservations as set forth in deed by Executor of Estate of Beverly Hicklin Swope, deceased, recorded in O.R. Book 2958, Paee 4456, and deed by PNC Bank NA as Trustee in

BA 03_RFP _Appraiser (Effective: 7/1 1/2019) Page 2 of6

Exhibit l

O.R. Book 2941. Page 138, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. {PARCEL 3, 4, 5)

16. Oil, gas, mineral, or other reservations as set forth in deed L. V. Davis, Jr.; L.V. Davis as Personal Representative of the Estate of Lois S. Davis, deceased; John Harold Davis, recorded in O.R. Book 320.

Page 71; O.R. Book 320, Page 85; O.R. Book 320, Page 92, together with Assignments in O.R. Book 2916. Page 1641 and O.R. Book 3096, Page 1051, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

17. Oil, gas, mineral, or other reservations as set forth in deed to Irvin Abell, Jr. recorded in Deed Book VI 77, Page 8, together with Assignments in O.R. Book 3085. Page 4035 and O.R. Book 3093. Page 1825, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

Interest Appraised:

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

BA 03_RFP _Appraiser (Effective: 7/11/2019) Page 3 of6

Exhibit 1

Project Identification: SEVEN Runs Creek - Nokuse CE

BA File No.: 19-8125 County: WAL TON and Washington

Applicable Appraisal Standards:

[g] Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) 12] Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

D Narrative Single Parcel Ownership, Appraisal Report [g] Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report D Other (specify):

Five Year History of Title to be furnished by:

□ State [g) Fee Appraiser D Waived

Other Considerations:

In each appraisal, the Bureau of Appraisal is requiring that the contracted appraisers review the underlying oil, gas and mineral rights of the subject and indicate in the appraisal report if the interest has any effect on the value of the subject and why or how the effect on value was developed

Attachments:

D Survey, Certified 12] Appraisal Map

□ Plat Map

□ Sketch D Property Card D Location Map D Other:

Acquiring Agency:

Conservation Easement with the State of Florida

Requested Number of Days for Delivery:

21 days, or best time frame.

BA 03_RFP _Appraiser (Effective: 7/11/2019) Page 4 of6

TO:

FROM:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Matjory Stoneman Douglas Buildlng 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operation Consultant Ill Bureau of Real Estate Services

~ W,q,-A,. / Steve Kellogg, PLSM Signature: _________ ,-.-,_IY __ Bureau of Survey & Mapping Date: October 23, 2019

PROJECT NAME: Seven Runs Creek

OWNER'S NAME: Nokuse Education, Inc.

PARCEL IDS: See Exhibit A legal description

Sections 2 and 3, Township 1 South, Range 17 West, Washington County Sections 35 and 36, Township 1 North, Range 18 West Section 1, Township 1 South, Range 18 West, Walton County

Ron DeSantls Governor

Jeanette Nuliez Lt. Governor

Noah Valenstaln Secretary

COMMENTS: The property consists of 4 non-contiguous parcels. The property is timberland and wetlands. Access to Parcels 1 and 2 is via Crews Lake Road, which appears to be a county maintained road. Access to Parcels 3, 4, and 5 is via an unnamed dirt road. The status of legal access is to those Parcels undetermined.

AREA: 898 acres (399 acres uplands, 499 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated September 19, 2019 has been reviewed.

• Access to the property is noted in the above comments.

• The legal description was derived from the title insurance commitment referenced above and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data and the 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

Commitment Number:

786943

PARCEL 1 (00000000-00-6 I 70-0000)

The South Half of the Southwest Quarter of Section 2, Township 1 South, Range 17 West, Washington County, Florida

PARCEL 2 (00000000-00-6172-0000)

The Southeast Quarter of the Southeast Quarter of the Southeast Quarter of Section 3, Township l South, Range 17 West, Washington County, Florida.

PARCEL 3 (35-1N-18-08000-001-00 l 0)

All of the Northeast Quarter of Section 35, Township l North, Range 18 West, Walton County, Florida, containing 162 acres, more or less.

TOGETHER with the right to use existing casements between subject property and the highway.

Other land owners shall have the right to use the existing road along the North side of subject property.

PARCEL 4 (36-lN-18-08000-005-0000)

The Northeast 1/4, the Northwest l /4 of the Southeast 1/4, the East 1/2 of the Northwest I /4, and the Northeast 1/4 of the Southwest 1/4 of Section 36, Township 1 North, Range 18 West, Walton County, Florida, containing 322 acres, more or less.

PARCEL 5 {0l-IS-18-14000--001-0010)

All of the North 1/2 of Section 1, Township l South, Range 18 West, Walton County, Florida, containing 320 acres, more or less.

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

By:SK

Date: 10.23.2019

Dab. Soulccs:

I) c.da,cnl 2018 l>.lc>

2) Naoc,n:11 \\~dandi lnvmrory J) Florida Cnm.u,•· . .nio n J .and.,

4) flond1 k>tt-\-'tt n< rr 1-110,w 5j !-<A\TFQ Roam

6) BinA A.cnah

Subject Parcels

Seven Runs Creek ti ent

National Wetlands Inventory Aorida Forever Project Boundaries

D State Managed Conservation Lands

- Federal Managed Conservation Lands

- Private ed Conservation Lands

0 1 2 - -- - Miles

Wetlands:

Uplands: 39

Total: 898 i

N

·4 · Seven Runs Creek - Florida Forever Project

Owner: Nokuse Education, Inc.

s Walton & Washington County, Florida

If* J..on1~ \ \ PLD l!l'I \ 11Ui,_c.!\C:0...11in_GLS\ \\'al100\~-_Jw,i1_C-.:k_.~1c• J)•vm_..'lok"1oe Edta\GIS\l)hue II\S,e~--~t'l~ CftdJ'liax_l1_.','o1Ri~.,ud D.i.•~ 10/2J/'11Jl9~SU7 A.\.I -

.\.I.C.. ........ <.WS..-

D.u.a Sources:

l)C.da<tt>l2018ln,.

?) S111moal ~rbnds lmuuoq J) I · lor.:b GonSf'n"2ibOll unds -+) t-lv(t<b ~, BOT Pt0rca

5) :-IAVfEQ Ro><h Gj BingAtn:ab

Subject Parcels National Wetlands Inventory Aorida Forever Project Boundaries

CJ State Managed Conservation Lands

- Federal Man Conservation Lands

0 0.5 2 - -- - Miles

Seven Runs Creek - Florida Forever Project Owner: Nokuse Education, Inc.

Walton County, Florida

Wetlands: 4 Uplands: 3

Dara Sowtcs:

1) Cadasml 2018 l)ar.a .2) N ;;.tion al ~'etland s lm"Cnto(J

.'\) Florida Conse.r,,aciQn Lands

4) Fk,l"ida Fo,cve( !\OT Pn:>,Cct

5) K,\VrEQ Road,

6) BingAtrills

Subject Parcels National Wetlands Inventory Florida Forever Project Boundaries

D State Managed Conservation Lands

0 0.5 2 - -- - i Miles

Seven Runs Creek - Florida Forever Project Owner: Nokuse Education, Inc.

Washington County, Florida

Mk Loatiun: \ \FlDEP\ \rcdl_ad\C,-.,Untirs_G IS\ ',,;'1tun\M•-m_Jbltl.~_C~tda.J)1VB_,.~oklhot._Eau\ G tS \ Phm~ II\Sc-•TD_R.1t1n_C~_,_u _..-..olwx:_Soutb ~ D1.u:S1wd. 10/ 1:,,/201912:17:01 PM M...-,c-N By: GW St~, ... n-ns AFFIDAVIT TO BE COMPLl:. TED AND RETURNED ••

AF F ID AV IT

PROJECT: Seven Runs Creck-Nokuse

COUNTY: Walton- Washington

8 /A FTLENO.: 19-8125

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

Appraiser igna ture

Printed Name

{ e, 1'\ c (.t lj~ Sworn to and subscribed before me this _ day of __ .,-_ _ ______ , 20

04-Affidavil Rev. 12/1/2015

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