CN-370000-PL313-T28.pdf

DEP Conrract 4: lPL3l3 | Task Assignment r: lzr lB'A File#: l9-8136

Project Name: Metro Park Replacement- Black Hammock

Owner's Name/Parcel: Ogilvie Family Living Trust

County: Duval

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

Contractor's Representative: William H. Benson Phone #: 321-984-0999

DEP Contract Manager: Jay Scott Phone #: 8s0-245-2661

DEP Designated Task Manager: Julie Storv Phone #: 850-245-2653

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

ATTACHMENTA

TASK ASSIGNMENT NOTIFICATION FORM

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. lt must also include: Contractor's Name, Contract

Number, Task Assignment Number, Project Name or Bureau of Appraisal (BA) File Name, BA File Numb€r, Date Work Began, Date Work Ended, and Amount of Fee payable as agreed and allocated in the amount of I00%. Invoice payment(s) 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 have to be retumed 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 ofthe total fee penalty per day.

Prior to contracting, a signed and notarized affidavit is required ofthe Fee Review Appraiser acknowledging no vested or fiduciary interest in the captioned project.

A techrical review is to be performed ofa draft appraisal prepared for the proposed land transaction project identified above. The review isto consist ofafield review ofthe subject property aswell as a draft review document and an Appraisal Review Report.

The scope ofwork for this assignment does not include developing an independent opinion ofvalue ofthe property that is the subject ofthe work under review, DEP Cortract #: PL3l3 Task Assignmeot # 28

R,ev.l/112020

Page; Page I of3

AT'IACHMENTA

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 soltware programs identified in the previous sentence. The document will not include the following appraisal assignment elements: Date of Report, Date ofCertification and Signatures. The draft document will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8Xb), Florida Statutes (FS); or 250.041(7Xb), FS; or l8-1.007(5)(a), Florida Administrative Code, (FAC)).

Upon approval by the ChiefAppraiser (pursuant to l8-1.002(4), FAC) or designee, provide a digital copy ofthe Appraisal Review Report electronically, by email or other agreed method ofdelivery, to the BAs Designated

Task Manager.

You must include, in the Appraisal Review Report, a signed certification statement like that recommended in the Unifurm Standards of Professiorml Appraisal Practice (USPAP) for appraisal review assignments.

In addition to the USPAP certification statement you must state that the work under review met the standards indicated in Exhibit l.

Ifyou 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 ofthe 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 altemative, previously agreed, method.

BA staff may provide mark-ups ofthe work to be reviewed. The fee appraiser(s) will not have received the mark ups, ifany, 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 5 days of receipt ofthe work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.

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

BA as previously described.

Within 15 days ofreceiving the work to be reviewed, submit the Appraisal Review Report that must include a statement recommending acceptance or rejection ofthe work under review.

Exhibit 1 contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL 313 Task Assignment # 28

Rev.lll/2020 Paget Pagez of3

Fixed Price Task Cost: $ 3,480.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

ATTACHMENTA

TASK ASSIGNMENT NOTIFICATION FORM

ul rut|t+ 8.tr f^l brgooYlLr4 oLs cc: Contracts Section

DEP Connact #: PL 313 Task Assignment # 28

Rev. 1/l/2020

DEP Contract Manager:

,..? /.2 _ 2*rt, -t.- ,t 9, -x-, /-aV D,e.a,A'*''*^'''-- Date: 06n7/2020

DEP Funding Authority:

/,2 - 4&q+2t9.*2'

D.gwa,,cc lZ*c a" 'aza' "'azr- Date: 06/t7/2020

DEP Contractual Authority lry ar&4.r.,/t 9a&, 2.& .aaai /z G.a.t, Date: 0611712020

Appraiser Representative: Date:

CCIntruL

Project Funding Source: State Park Trust Fund

Organization Code #: 37500301000 Fund #: lozsooz

Category: 030000 Exp. Opt.#: xA I Line #: lNe BE Code: 37500300 Year: 00

Object Code #: r34400 Project #: NA I OCA,Module#: lnr FLAIR Accounting Code: 3 7 2026'1 s 00237 5 003000003 000000

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A N ACIIMI.-N-T A

l.4SK ASSICNMENT r-OTIFICATION FORM ljixcd Price l-ask (.ost: $ 1.480.00 lcc Schcdule Not to [:]icecd lotall ( osl Rcimbursement \ot to L\cccd Total:

SlartinI l)ale. Upon receipt ofthe work to review.

DI-lP Conract Manager: /ry'S',n:--' f)ate: 06/ 1712020

DEP Funding Aurhorit-v:

f.;."*/...:

Date: 06,r'!'2020

I)l:P Contractual Aurhoril) Date:

6 l- l0io

Appraiser Representalive: h% Date: /y'2/z,zo

Project Funding Source: Strr. Parl Tnrsr Frnd

( )rganiTiltion (bdc H: Fund 4: lrrsoo:

( atcSor) : 0:t00{n) Exp. Opt.#: xA I Line C: lxa BE Code: :t?500100 Ycar: 1,rJ

( )biecr Code r: r:14400 I)rolcct r: NA I OCA/Module#: lrrr f l-AlR Accounting Code: 3 ? 2025? 50023r 5003 000003un000 cc: ( ontrucls Section

DEP Conbact # PL3ll Tark Arsignmcni # ?8

Rev. l/12020 I'aSc: I'age 3 ofl

Metro Park Replacements - Fee - Black Hammock Page:2

EXHIBIT 1

TIsx DTScnpTION I.OR REVIEW OF APPRAISALS

Pnoiscr: Metro Park Replacements - Fee - Black Hammock

B/AFrsNo.: 19-8136

Couvrv: Duval

1) The appraisal review assignment will include electronic delivery, to the Bureau of Appraisal

(BA):

a. A draft document to be reviewed by the BA;

b. Upon approval ofthe draft document, one Adobe@ PDF@ ofthe appraisal review report via e-mail, or other agreed delivery method; and,

c. Communications between the reviewer and the author of the work under review regarding any requested edits

2) For each work reviewed, the selected review appraiser must certifu that it substantially complies with all applicable standards, as well as Rule 18-1.006, Florida Administrative Code (FAC). The certification must be delivered as part of the appraisal review report. The certifrcation shall be simiiar in content to the following:

I certi$ that, to the best ofmy knowledge and belief:

o The statements of fact contained in this report are true and correct.

o The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional alalyses, opinions, and conclusions.

o I have no (or the specified) present or prospective interest in the property that is the subject of the work under review and no (or the specified) personal interest with respect to the parties involved.

o I have performed no (or the specified) services, as an appraiser or in any other capacity, regarding the property that is the subject of the work under review within the three-year period immediately preceding acceptance of this assignment.

o I have no bias with respect to the property that is the subj ect of the work under review or to the parties involved with this assignment.

o My engagement in this assignment was not contingent upon developing or reporting predetermined results.

o My compensation is not contingent on an action or event resulting from the analyses, opinions.

or conclusions in this review or from its use.

o My compensation for completing this assignment is not oontingent upon the development or reporting ofpredetermined assignment results or assignment results that favors the cause of the client, the attainment ofa stipulated result, or t}te occurrence ofa subsequent event directly related to the intended use of this appraisal review.

03_RFP_Reviewer Pre\. l/212020

Page:3 o My analyses, opinions, and conclusions were developed and this report was prepared in conformity with the Undorm Standards of Professional Appraisal Practice.

o I have (or have not) made a personal inspection of the subj ect of the work under review. (If more than one person sigrls this certification, the certification must clearly speciS which individuals did and which individuals did not make a personal inspection of the subject ofthe work under review.) [Do we need this -+ (For reviews of a business or intangible asset appraisal assignment, the inspection portion of the certification is not applicable.)l o No one provided significant appraisal or appraisal review assistance to the person signing this certification. flf there are exceptions, the name of each individual(s) providing appraisal or appraisal review assistance must be stated.)

o The appraisal(s) reviewed are (or are not) in substantial compliance with (list all applicable appraisal standards such as: tle Unform Standnrds of Professional Appraisal Practice,lhe

Supplement Appraisal Standards for the Board ofTrustees and the Uniform Appraisal Standards for Federal Land Acquisitions). [Take the following link to retrieve the latest supplemental appraisal standards: Supnlemcntal Standards (3/2/2016)l o [If the review appraiser is a member of a professional appraisal organization that requires specilic certification statements, include those statements here, or replace the appropriate, generic statement above.]

3) If appraisals differ significantly, as defined in Rule 18-1.006(5), F.A.C., the review appraiser shall discuss the differences with the appraisers and may request clarifications, additions and/or corrections to either, or both, appraisal reports prior to completing the review process.

Immediately upon a determination that the value conclusions will continue to differ significantly, the review appraiser shall advise the BA by telephone and in writing and await further instruction.

4) The review appraiser shall ensure that the appraisals contain an Executive Summary for each parcel value and an Appraisal Checklist per the supplemental standards.

5) The review appraiser is to:

a. Ensure the BA receives electronic copies ofall revisions ofthe work under review; and,

b. Ensure that all requested edits are addressed. When the author of the work under review does not make a requested change, that author is encouraged to provide a written explanation to the review appraiser and the BA.

03 RFP_Reviewer Rev. 1/2/2020

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PROJECT DESCRIPTION

Project: Metro Park Replacements - Fee - Black Hammock

B/A File No.: 19-8136

County: Duval

Description of Subject Parcels:

The subject is 315.5 acres on the west side of Sawpit Road on Black Hammock Island in northeast Duval County. It is west of the Intracoastal Waterway (Sawpit Creek). It has extensive frontage along Pumpkin Hill Creek. (Addition land on t1re east side of Sawpit Road is under same family ownership and is not part of the subject.)

Improvements (if any):

None

Subject Parcel(s) Ownership:

159894-0000 "Parcel 1" (partial acquisition, west of Sawpit Road only) - George Lauren

Ogilvie. individualll, and as Trustee olthe Ogilvie Family Living Trust dated Ma1,6.

159786-0000 "Parcel 3" - George Lauren Ogiivie, individually and as Trustee of the Ogilvie Family Living Trust dated May 6,2005; Gwenevere Ogilvie; Lannie Thurston Ogilvie, Priscilla Ogilvie; and Quenton Ogilvie.

1 59787-0000 "Parcel 4" - George Lauren Ogilvie, individually and as Trustee of the Ogilvie Family Living Trust dated May 6,2005; Gwenevere Ogilvie; Lannie Thurston Ogilvie, Priscilla Ogilvie; and Quenton Ogilvie.

159785-0000 "Parcel 5" - George Lauren Ogilvie, individually and as Trustee of the Ogilvie Family Living Trust dated May 6,2005; Gwenevere Ogilvie; Lannie Thurston Ogilvie.

Priscilla Ogilvie; and Quenton Ogilvie.

03 RFP ReYiewer Rev. 1Dl2Q20 c6Ee:qsdi-BiidgE FishinE Prcr StarFP li

Wedands: 18.8 Acres Uplands: 296.7 Acres

Total: 315.5 Actes

Subiect Parcel State Managed Consetvation Lands

National Wetlands Inventory E Federal Maraged Conservation Lands

Or*nership Patcels City/County Managed Conservation Lands Flori& Forever BOT Ptojects I Private Mataged Conservation Lands

1,000 2,000 4,000

N s

Pumpkin Hill Creek - Florida Forever BOT Project

Duval Couoty, Flodda rP6j_P!4b r nLcc+_c@*_ogE- B4:d

+* ,I'HIS

AFFIDA\,]T To BE COMPLETED AI.D RETL:RN.ED *I

-.\F['IDA\'II'

PRoJI ( 1 : Mclro Park Replacements- Black Hammock

Couln': Duval

B/A l-rLE No.: 19-8136

I hereby certilv that I have no vested or fiduciary- interest in the

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Printed l\ame

Srl,om to and subscribed before me thi., ?tr ary or

04-AIfidavit Rev. l211,'2015