CN-370000-PL313-T26.pdf

ATTACHMENT A

TASK ASSIG~\iE~T ~OTlFICA TION FO R..\.1

D£P Contract#: PL313 I Task Assignment It: lfi ~ b I BIA rile#: 19-8112

Project Name; Millstone Plantation-CE

Owner's Name/Parcel: Millstone Institute for Preservation

County: Leon

Contractor's Name: W. H. Benson & Company

ContractOt"'s Representative: William I I. Benson Phone#: (321) 984-0999

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

DEP Designated Task Manager: Jay F. Scou Phone II : (850) 245-2667

Task Assignment Completion Dete: I Upon Transmittal ofan Approved Appraisal Review Report

Task Description:

For Apprai,al Review Services:

The Contractor's products and mvoice must be submitted to the Designated Task Manager. The Invoice must clearly state it ban 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 Jatter of the date a proper and correct invoice bas been received or service., provided are received, inspt:eted and approved. Invoices which have to be relurned lo the Contractor for correction(s) will result in a delay in payment.

Failure to adequately respond m writmg to the Dcpartmenl of Environmental Protection (DEP) Fee Review

Appraiser or Designated Task Manager. within four working days, may result in a one percent of lhe total fee penalty per day.

Prior to contracting, a signed and no tarized 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 documenl and an Appraisal Review Report.

The scope of work for this assignment does not include developing an inde pendent opinion of value of the property that is the subject of the work under review.

DEP Contract ff

Rev. 1/1/2020 PL3 13 Tcl Assignmc:nt # Page: Page I of J

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 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-l.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

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 (USP AP) for appraisal review assignments.

In addition to the USP AP 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.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 email 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 ~ days of receipt of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

Within 10 days ofreceipt of the work to be reviewed, provide a draft document of the appraisal review to the

BA as previously described.

Within 14 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 infonnation regarding the Appraisal Review Assignment.

DEP Contract #: PL313 Task Assignment # Page: Page 2 of 3 Rev. 1/ 1/2020

A IT ACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

Fixed Price Task Cost: $3,960.00

Fee Sc-hcdule Not to Exceed Total:

Cost Reimbursement Not lo Exceed Total:

Starting Date: Upon receipt of the work to review.

Signatures:

DEP Contracl Manager: Date:

DEP Funding Authority: Date: I -c;23 -~0

DEP Contractual Authority Date: 1.- z-:i- 2,.0

Appraiser Representative: Date: - Z 3- 7 0

Project Funding Source: I Florida forcver 1 Organization Code#: 37102200000 Fund#: I 34so14

Category: 084108 Exp. Opt#: NF, I Line#: IN/A I BE Code: 37100400 Year: 19 '

I

Object Code #: 134400 Project #: 80070 I OCA/Module#: I NIA

FLATTl Accounting Code: I 3120234so14311004000008410819 cc: Conlracts Section

DEP Contract #: PL313 Task Assignment # Page: Page 3 of 3

Rev. 1/ln 020

Exhibit 1

Information for Appraisal

Project Identification: MILLSTONE Plantation-CE

BA File No.: 19-8112 County: LEON

Ownership: Millstone Institute for Preservation, 6500 Old Millstream Plantation Road, Tallahassee, FL 32312, (850) 294-3918

Owner's Representative:

Property Description: 64.1 acres (30.6 usable uplands, 33.5 acres located in Lake McBride) located off Thomasville Road in Tallahassee. All improvements have been "cut out" and are not included in the "before or after". Accessible via Old Millstone Road which is a private 50' easement. Current zoning is RP.

Property Tax Identification Number: 14-21-20-0020-000

Legal Description: Attached

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal: Possible CE

Extraordinary Assumptions and/or Hypothetical Conditions: CE in place in the" after" value

Interest Appraised:

[8J Conservation Easement D Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate D Others (describe):

BA 03_RFP _Appraiser (Effective: 7/1 1/2019) Page 2 of5

Exhibit 1

Information for Appraisal

Project Identification: MILLSTONE Plantation-CE

BA File No.: 19-8112 County: LEON

Applicable Appraisal Standards:

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

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

Report Format:

rgJ 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 rgJ Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified rgJ Appraisal Map 0 Plat Map 0 Sketch D Property Card D Location Map D Other:

Acquiring Agency:

Requested Number of Days for Delivery:

14 days, or your best time frame.

BA 03_RFP _Appraiser (Effective: 7/ 11/2019) Page 3 of5

TO:

FROM:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl 32399

APPRAISAL MAP REVIEW MEMO

Jeremiah Thompson, Government Operation Consultant Ill Bureau of Real Estate Services

~fj/~ Steve Kellogg, PLSM Signature: ___________ _ Bureau of Survey & Mapping Date: October 7, 2019

PROJECT NAME: Millstone Plantation

OWNER'S NAME: Millstone Institute for Preservation, Inc.

PARCEL 10: 1421200020000

Section 21 , Township 2 North, Range 1 East. Leon County

Ron DeSalltls Governor

Jeanette Nuiez Lt Governor

Noah Yalenstaln Secretary

COMMENTS: The property is adjacent to the Millstone Plantation Conservation Easement and is located on Lake McBride.

AREA: 64.1 acres (30.6 acres uplands, 33.5 acres wetlands)

• The property does appear to be waterfront.

• Title information dated March 1, 2019 has been reviewed.

• Access to the property is via a 50' wide access easement recorded in OR Book 1429, Page 1148.

• The legal description was derived from OR Book 3431 , Page 2290, Leon County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data, the US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data and the deed.

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

EXHIBIT"A"

A parcel ofland lying in the West ½ of the Northeast¼ of Section 21 , Township 2 North, Range I East, Leon County, Florida described as follows:

COMMENCE at the Southwest corner of the Northeast¼ of Section 21, Township 2 North, Range I East, for the POINT OF BEGINNING. From said POINT OF BEGINNlNG, run thence North along the West boundary of the Northeast Quarter of said Section 21, a distance of2,640 feet, more or less, to a point in Lake McBride on the Northern boundary of Section 21 , thence East along the Northern boundary of Section 21,690 feet to a point in Lake McBride on the North boundary of Section 21 , thence run South para I lei with said East boundary of the Northwest ¼ of the Northeast ¼ of Section 21, a distance of 740.50 feet to a point in Lake McBride, thence run East para I lei with the North boundary of Section 21 , a distance of 660 feet to a point in Lake McBride, thence run South along the East boundary of the West half of the Northeast ¼ of Section 2 I, a distance of 1899 .50 feet, to the Southeast Comer of the Western Half of the Southeast Quarter of Section 21, thence run West 1,350.00 feet along the Southern boundary of the Northeast Quarter o f Section 2 1 to the POINT OF REGTNNING at the Southwest corner of the Northeast¼ of Section 21, Township 2 North, Range I East, Leon County, Florida.

LESS AND EXCEPT

Commence at a found concrete monument marking the Southwest comer of the Northeast¼ of Section 21, Township 2 North, Range 1 East, Leon County, Florida; thence run North 89 degrees 49 minutes 50 seconds East along the Southerly line of said Northeast ¼, a distance of 309 .26 feet to the POINT OF BEGINNING; thence, leaving said Southerly line, run North 03 degrees 33 minutes 12 seconds West, a distance of 884.13 feet; thence run North 89 degrees 49 minutes 50 seconds East, a distance of 341.39 feet; thence run South 06 degrees 16 minutes 32 seconds West, a distance of 888.20 feet to a point on the aforesaid Southerly line; thence run South 89 degrees 49 minutes 50 seconds West, along said Southerly line a distance of 189.51 feet to the

POINT OF BEGINNING.

ALSO LESS AND EXCEPT additional lands adjacent to the above to be detennined and described accurately by field survey.

NOTE: This legal description is for appraisal purposes. "They may be revisions based on a boundary survey and title insurance commitment of the property.

Millstone Plantation Millstone Institute for Preservation, Inc.

Leon County

&SM

BY __ sK: __

Date: 10.04.2019

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Subject Parcel

Wetlands

Florida Forever Project Boundaries

State Managed Conservation Lands

0 500 1,000 - -- - Feet

Millstone Plantation Owner: Millstone Institute for Preservation, Inc.

Leon County, Plorida

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2,000 i

** THIS AFFIDAVIT TO BE COMPLETED AND RETURNED **

AFF ID AV IT

PROJECT'. Mills tone Plantation cou TY: Leon

B/A FlLENO.: 19-8ll2

I hereby certi fy that I have no vested or fiduciary intere::~ oject

Appraiser Signature

Sworn to and subscribed before me this ;2,9

04-A ffidavit Rev. 12/1 /20 15

Printed Name

,20 zc)

APPRAISAL FEE PROPOSAL S UMMARY FOR

FIXED-PRICE D ELIVERABLES

BA FILE NUMBER: 19-8112

BA FILE NM-1E: MILLSTONE PLANTATION-CE

DELIVERY TIME TOTAL

APPRAISER (# DAYS) FEE

1. Steven Griffith 30 $6,000

2. Jonathan P. Brown 30 $4,255

3. Trent Marr 30 $7,350

4. Rhonda Carroll No Bid Busy

APPRAISER SELECTION COMMENT (required):

Steve Griffith selected

REVCEW APPRAISAL FEE PROPOSAL SUMMARY

FOR FIXED-PRICE D ELIVERABLES

DELfVERY TJME TOTAL

REVIEW APPRAISER (#DAYS) FEE

1. William Benson 14 $3,960

2. Rhonda Carroll 21 $6,500

3. Trent Marr 21 $7,100

4.

5.

REVIEW APPRAISER SELECTION COMMENT (required):

Benson selected

STAFF APPRAISER SIGNATURE DATE

cc: If DSL Task Assignment, send to procurement@dep.state.tl.us or Contracts Section, M.S. 73 IfDSL paying w/ Purchase Order, send to person who set up Requisition/Purchase Order/Direct Order .

If Other Agency paying, follow their procedure

. .. \05 _Fee _Proposal _Summary_ Appraiser_ Reviewer Rev. 5/1/2015 BA Manila Folder