CN-370000-PL304-T46.pdf

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

About this file

This document is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal for the Coupon Bight/Key Deer project in Monroe County, Florida. The task assignment involves Marr & Associates Appraisal Company, Inc., represented by Trent Marr, contracted to provide appraisal services to the State of Florida (Trustee of the Internal Improvement Trust Fund). The property owners are Leon and Maritza Cholakis, and the acquiring agency is the DEP. The project is funded through the Florida Forever program with funding authority assigned to the DEP as of August 12, 2020.

The contract calls for the contractor to provide a fixed-price appraisal deliverable valued at $750.00 for a 0.56-acre waterfront parcel located along Longbeach Drive on Big Pine Key in Monroe County. The appraisal must estimate market value for possible acquisition purchase and be delivered within 10 days or the contractor's best time frame. The work product must include an Executive Summary, Appraisal Checklist, narrative single parcel appraisal report, appraisal map, and letter of understanding and title commitment. The appraiser must submit an electronic work-for-review document to the Bureau of Appraisal prior to final approval, and invoice payments commence only after proper invoice receipt and service approval. The contractor is required to provide a signed and notarized affidavit confirming no vested or fiduciary interest in the subject property, and must communicate site visit scheduling in writing to the DEP Task Manager at least three business days in advance.

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Florida Department of Environmental protection Division of State Lands

Bureau ofAppraisal ArracgtteNr A

TASK ASSIGNMENT NoTIFICATION FoRM

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: lnvoice 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 1007o. Invoice payments do not start until the latter ofthe 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 ofthe 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 ofthe Fee Appraiser acknowledging no vested or fiduciary interest in the property that is the subject ofthis 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 ofCertification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8Xb).

Florida Statutes (FS); or l8-1 .007(5)(a), Florida Administrative Code, (FAC).

DEP Contract #: PL 304 Task #:46 BLA #: Pase I of3 Revised: l/1/2020

DEP Contract #: lpt-:o+ Task Assignment: 146 BA #: l20-822s BLA #:

Project Name: Coupon Bight/Key Deer

Owner's Name/Parcel Leon ancl Maritza Cholakis

County: Monroc

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

Contractor's Representative: Trcnt Marr Phone #: 850-342- I 1 r4 DEP Contract Manager: Jay Scott Phone #: 850-245-266'7 DEP Designated Task Manager: Wayne Criffin Phone #: 850-245-2664 Task Assignment Completion Date: i Upon transmittal ofan approved Appraisal Report

ATTACI.IMENI'A

TASK ASSIGNMENT NOTIFICATION FORM

'fhe work for review is to include an Executive Summary for each parcel appraised and an Appraisal Checklist as w€ll as other requirements for the appraisal format as staiEd in Section B, page 13 ofthe Supplemental Appraisal Standards for the Board ofTrustees.

Upon approval by the ChiefAppraiser (pursuant to l8- 1.002(4), FAC) or designeg provide an electronic copy ofthe Appraisal Reporg by email or other agreed method of delivery, to the BAs Designated Task Manager, Refer to Exhibit I for other information pertinent to this appraisal assignment.

(lontracts Section

Fee Schedule Not to Exceed Tolal:

Cost Reimbursement Not 10 Exceed Total:

Upon Execlrtjon ofthis Task Assignment

DEP Contract Manaeer: lq Date:

08112120?0

DEP Fundine Authority: Date:

08/12t2420

DEP Contractual Authority :

9*.t So-* 2:;; ; :: /;":.i;",,*,7Z-'','""' Datc:

oafi2/202(J

Appraiser Representative: Tflrt Date : E/nll" Iuformation:

Project Funding Source: Florida Forever

Organizatkrn Codc#: 3?t 02200000 Iund #: 34ttot4

Category: 084108 Exp. Opt.: NE l-ine #: NA

BE Code: 17100400 Year: 20

Object Code #: i34400 Proje.t #: 00649 OCA Module: NA t'LAIR Accounting Code: 31 2023480 I 43't r0M0000084 I 0820

I)EP Cr:ntract #: PL 304 Task #:46 BLA #: 2of

S,L,rfS8",,*>i:;::l;:1:i;;::!:*

Exrmrr 1

Tasr AsstcNuENT NOTIFICATToN Fom,t

B/A File Name: Coupon Bight / Key Deer B, A Fite #: I zo-sz.zs

County: Monroe

Fee Appraiser's Name: Trent Man DEP Contact #: PL 304 Task Assignment #: 146

DEP Contract #: PL30+ Task #:40 BI,A #: Page 3 of3 Revised:1/1/2020

Exhibit I Information for Appraisal

Project Identification: CoupoN Bight/Key Deer (Leon and Maritza Cholakis) BA File No.: 20-8225 Counw: MoNnor

Grantor: Leon and Maritza Cholakis

Grantor's Representative: N/A

Grantee: State of Florida (TlI'fF)

Grantee's Representative: Amy Phillips, 850/245-27 04 amy.phillips@floridadep.gov

Property Description: The properry contains 0.56 acres and is located along Longbeach Drive in the

Florida Keys

Properqv Tax ldentification Number(s): See attached

Legal Description: See attached

Client: Bureau of Appraisal.

Intended 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: Estimale Market Value tbr possible Acquisition Purchase.

Extraordinary Assumptions: N/A

Hypothetical Conditions: N/A

Interest Appraised:

! Conservation Easement

I Fee Simple f] Land Protection Agreement

I Less than Fee Simple Select

X Lile Estate

E Othe.. (describe):

BA 03_MP_Appraiser R.evised:. 1/2/2020

Exhibit I

Information for Appraisal

Project ldentification: CotpoN BightA(ey Deer (Leon and Maritza Cholakis)

BA F'ile No.: 20-8225 County: MoNnoe Applicable Appraisal Standards :

I Supplemental Appraisal Standards lor the Board ofTrustees u,hich can be for-rrd at:

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

Report Format:

ffi Narrative Single Parcel Ownership, Appraisal Report I Narrative Multiple Parcel Ownerships, Appraisal Report

I Narrative Restricted Appraisal Report

[] Other (specifu): CSA

Five Year History of Title to be fumished by:

fl state

I Fee Appraiser ! waived

Other Considerations:

Requested Number of Days for Delivery:

t0 days, or your best time frame.

BA03 RFP_ApFaiser ReYised: 1/2/2020

Attachments:

I Survey, Certified ffi Appraisal Map I ehtMap E sketch n Property Card

I Location Map ffi Other: LOU and Title Commitment

Acquidng Agency:

DEP

Page 3 of5

FTORIDA DEPARTMEI{T OF

Envircnmental Protection Madory Stoneman Douglas Building

3900 Commonwealth Boulevard Tallahassee, FL 32399

DMSION OF STATE LANDS

BUREAU OF SURVEY AND MAPPING

APPRAISAL MAP REVIEW MEMO

TO: Amy Phillips, GOC lll Bureau of Real Estate Services

FROM: Jorge Alonso, PLS ll

PROJECT NAME: Coupon BighVKey Deer

OWNER'S NAME: Leon and Maritza Cholakis

Date/Signature: 0AlO4l2O2O

Parcel l.D. Number: 001 1 2341-001000 AhKey:1141615

SECTION: Section 2, Township 67 South, Range 29 East, Monroe County

COMMENTS: The parcel is vacant. There is a County-owned conservation parcel directly adjacent to the subject parcel to the West. The directly adjacent parcels are private. There are scattered County-owned conservation parcels along Long Beach Road, and larger tracts of State and Federal conservation lands in the area.

AREA: 0.56 acres +/- (Buttonwood 0.27 ac+l-i Beach Berm 0.29 ac +/-)

. The property does appear to be waterfront.

o American Government Services Corporation Title lnsurance Commitment Number 30201 with an effective date of July 6, 2020 at 8:00 a.m. was reviewed by the signing surveyor for this appraisal map.

. Access to the property is via Long Beach Drive an improved public road.

r The legal description (dated August 4, 2020) was derived from Ouitclaim Deed {ORB 12174, Page 1776), of the Public Records of Monroe County.

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

The description, areas, boundary and encumbrances are subiect to change with an accurate field survey and titl6 insurance commitment.

Ron Dosanos Governor

,camtlo l{uiez Lt, Govemo, lloah Yalsmldn Secretary

EXHIBIT ''A''

A TRACT OF I-AND IN PART OF GOVERNMENT LOT 1, SECTION 2,TOWNSHIP

67 SOUTH, RANGE 29 EAST, ON BIG PINE KEY AND MORE PARTICULARIY

DESCRIBED BY METES AND BOUNDS AS FOLLOWS:

COMMENCING AS THE NORTHWEST CORNER OF I,oT 24 OF LONG BEACH

ESTATES, SEC. "A." AS RECORDED IN PLAT BOOK 5, PAGE 38 OF THE PUBI.IC

RECORDS OF MONROE COUNTY, FIORIDA, SAID CORNER BEING A CURVE

HAVING CENTRAL ANGLE OF I 9 DEGREES, 03 MINUTES AND 20 SECONDS AND A

RADruS OF 550 FEET; BEAR WESTERLY ALONG SAID CURVE AND DEFLECTING TO

THE RIGHT OF I 82.93 FEET TO A POINT OF TANGENT; THENCE BEAR SOIITH 82

DEGREES AND OO MINUTES WEST, 1676.I I FEET TO A POINT OF SAID CURVE

HAVING A CENTRAL ANGLE OF I I DEGREES AND I I MINUTES AND A RADITJS OF

2 50 FEET; THENCE ALONG SAID CT RVE IN WESTERLY DIRECTION AND

DEFLECTINC TO THE LEFT, 185.43 FEET TO A POINT OF TANGENT; THENCE BEAR

SOUTH 70 DEGREES AND 49 MINUTES WEST, 820 FEET TO A POINT OF CURVE, SAID

CURVE HAVING A CENTRAL ANGLE OF 19 DEGREES AND OO MINUTES AND A

RADruS OF 1050 FEET; THENCE AIONG SAID CIJRVE IN A WESTERLY DIRECTION

AND DEFLECTING TO THE RIGHT, 348. I 9 FEET TO A POINT OF TANGENT; THENCE

BEAR SOUTH 89 DEGREES AND 49 MINUTES WEST, 50.27 FEET TO THE POINT OF

BEGINNING OF THE TRACT OF IAND HEREINAFTER DESCRIBED; FROM SAID

POINT OF BEGINNING CONTINUE BEARING SOUTH 89 DEGREES AND 49 MINUTES

WEST, 100 FEET; THENCE BEAR SOUTH 00 DEGREES AND l l MINUTES EAST, 260

FEET, MORE OR LESS, TO THE SHORELINE OF THE ATLANIIC OCEAN; THENCE

MEANDER lHE SHORELINE OF THE ATLANTIC OCEAN IN AN EASTERLY

DIRECTION TO A POINT THAT IS 1OO FEET, MEASURED AT RIGHT ANGLES TO THE

PRECEDINC COURSE; THENCE BEAR NORTH m DEGREES AND 11 MINUTES WEST, 230 FEET, MORE OR LESS BACK TO TIIE POINT OF BEGINNING, THE FOREGOING DESCRIBES LOT 10 ON AN UNRECORDED PI-{T OF IONG BEACH

ESTATES, SECTION "C''.

BSM APPROVED

Bv: 0.t4. Date: 0810412020

Coupon Bight/Key Deer Cholakis Monroe County rplEdy\sr5\q{dErE{ iry r[3li loio.\onnro,r *!

** TIilS ATFIDAVIT To BE Courr,errn aNo RETr-,RNED **

AFFIDAVIT

PRoJEcr: Coupon Bight / Key Deer

CoUNTY: Monroe

B/A FrLE No.: 2O-A225

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

Appraiser Signature

Printed Name

Sworn to and subscribed before me this _ day of

Notary Public State of Florida

04-Alfidavit Rev. 12i l/2015

** TITS AI.I.-IDAVIT IO BIi COMPLI I ED.\ND REl.i]R)iED **

,{FFIDAvI'T

PRoIEcr: Coupon Bight / K'Y Deer

CoLNTYI Monro€

B/A Fn-E No.: ?0-8225

I hereby ccrtify that I have no vested o! flduciary interest in ihe capliorcd project.

Slorn lo and subscribed belbrc me this / I .1ay ol

Applaissr Si8:rature

-- 'i-| (0.+-l y't'(--r(' ffi

-/,"_J/--,:

_ -,/"/ul/ /,'/ /..'L/b'

20^,..

Rcv. 12il,2015

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