CN-370000-PL317-T24.pdf

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Master Agreement FL|PL317|d05f94766162be6c2a0c0fd2dfa0763e
Contract number
PL317
Issued by
Florida

About this file

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (DEP) under Contract PL317, Task Assignment #24, for appraisal review services related to the Green Swamp conservation easement project in Polk County, Florida. The assignment involves Richards Appraisal Service, Inc., with Thomas G. Richards as the contractor's representative. The DEP Contract Manager is Jay F. Scott, and Julie Story serves as the DEP Designated Task Manager. The project concerns a conservation easement acquisition for AVT Ranch, Inc., through the Division of State Lands under the Florida Forever Program, with the Board of Trustees of the Internal Improvement Trust Fund as the intended user.

The contractor is tasked with performing a technical review of a draft appraisal prepared for a proposed land transaction involving 713 acres (535 acres uplands, 178 acres wetlands) across two contiguous parcels in Polk County. The fixed-price task cost is $2,682.50, with work beginning upon receipt of the appraisal document to be reviewed. Deliverables include mark-ups due within 7 days, a draft review document within 14 days, and a final Appraisal Review Report within 19 days of receipt. The review must address conservation easement valuation standards, include USPAP certification statements, and recommend acceptance or rejection of the work under review. Payment is conditioned upon submission of a properly formatted invoice and approval of all deliverables by the DEP Designated Task Manager. The project is funded through the Florida Forever program with the accounting code 37202348014371004000008410816.

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A TT ACI-Ilv1ENT A TASK ASSIGNMENT NOTlFICA TION FORM

DEP Contract#: PL317 I Task Assignment#: I 24 I BIA File #: 19-8092

Project Name: Green Swamp

Owner's Name/Parcel: A VT Ranch, Inc.

County: Polk

Contractor' s Name: Richards Appraisal Service, Inc.

Contractor's Representative: Thomas G. Richards Phone#: (321) 255-5108

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

DEP Designated Task Manager: Julie Story Phone #: (850) 245-2653

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 has 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 workjng 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 #: PL3 17 Task Assignment # Page: Page I of 3 Rev. 8/ 15/2017

ATTACHMENT A

TASK ASSIGNMENT NOTIFTCA TION 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 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 18-1 .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 Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

You must include, in the Appraisal Review Report, a signed certification 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 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 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 19 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 I contains additional information regarding the Appraisal Review Assignment.

DEP Contract #: PL317 Task Assignment# 24 Page: Page 2 of 3 Rev. 8/15/2017

ATTACHMENT A

TASK ASSIGNMENT NOTIFICA TlON FORM

Fixed Price Task Cost: $2,682.50

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Si matures:

DEP Contract Manager:

DEP Funding Authority:

DEP Contractual Authority

Appraiser Representative:

Project Funding Source:

Organization Code #:

Category:

BE Code:

Object Code #:

FLAIR Accounting Code:

cc: Contracts Section

DEP Contrac1 #

Rev. Sfl 5/2017

PL317

I Florida Forever

37102200000 Fund #:

084108 Exp. Opt.#: NE

37100400 Year: 16

134400 Project #: 50277 j 37202348014371004000008410816

Task Assignment # 24

' L J

Date: "I

Date: Ot./,~/,o, Date: ? t3 h·, Date: (;3 19

I 348014

I Line#: I NIA j OCA/Module#: I NIA

Page: Page 3 of 3

Exhibit 1

Information for Appraisal

Project Identification: GREEN Swamp - A VT Ranch - FF - CE

BA File No.: 19-8092 County: POLK

Ownership: A VT Ranch, Inc.

Owner's Representative: Dean Saunders, dean@saudncrsrealcstate.com, 863.287.8340

Property Description: This appraisal is for a less than fee, conservation easement acquisition through the Division of State Lands, Florida Forever Program.

The total acreage to be acquired for the conservation easement is 713 acres (535 acres uplands, 178 acres wetlands) across two contiguous parcels. According to the Polk County Property Records, the parcels listed below total approximately 904 acres. One parcel will be partially encumbered (25-26-06- 000000-0IO000). (See attached map.)

Both parcels have frontage along Deen Still Road. The eastern parcel is adjacent to the Van Fleet Trail (part of Florida' s system of Greenways and Trails).

Improvements:

Improved and native pasture, swamp, and fencing. There are several building structures, none appear to be within the conservation easement boundary.

Property Tax Identification Numbers: 25-26-05-000000-031010 and 25-26-06-000000-010000

Legal Description: See file: "Appraisal Map AVT"

Client:

Bureau of Appraisal, Division of State Lands

Intended Users:

The client and the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.

Purpose and Intended Use of the Appraisal:

The purpose is to provide an opinion of conservation easement value. The intended use is to assist the State with the acquisition negotiations of the proposed conservation easement.

Extraordinary Assumptions and/or Hypothetical Conditions:

The appraisal of the 'after' condition will require the appraiser to use a hypothetical condition that as of the date of value, the proposed conservation easement is in place. The appraiser will discuss any other hypothetical conditions or extraordinary assumptions with the BA Staff Appraiser managing this assignment to obtain concurrence before its use.

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

Exhibit 1

Information for Appraisal

Project Identification: GREEN Swamp - A VT Ranch - FF - CE

Interest Appraised:

[8] Conservation Easement D Fee Simple

BA File No.: 19-8092 County: POLK

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

Applicable Appraisal Standards:

[g1 Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) [g1 Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

[g1 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:

~ State D Fee Appraiser D Waived

Other Considerations:

Attachments:

D Survey, Certified ~ Appraisal Map [g1 Plat Map 0 Sketch ~ Property Card D Location Map [8J Other: Title Commitment

Acquiring Agency: Division of State Lands, Florida Forever Program

Requested Number of Days for Delivery:

19 days, or best time frame

BA 03 _ RFP _ Appraiser (Effective: 7/11/2019) Page 3 of5

FLORIDA DEPARTMENT OF

Environmental Protection ~==g

T~ Aorida 32399--

APPRAISAL MAP REVIEW MEMO

TO: Stephen McKeough, Government Operation Consultant Ill Bureau of Real Estate Services

Rick Scott Governor ca11as ll,ez-t:antera Lt. Governor

Nall Yalenstei1 Se!J'DY

FROM: Steve Kellogg, PLSM Signature: _ __./LO"--- - ~-~----=-~"'-/ _ ___ _ Bureau of Survey & Mapping Date: November 16, 2018

PROJECT NAME: Green Swamp - Withlacoochee River Headwaters

OWNER'S NAME: A VT Ranch, Inc.

PARCEL ID: 25-26-05-000000-031010 and part of 25-26-06-000000-010000

Sections 5 and 6, Township 26 South, Range 25 East. Polk County

COMMENTS: The property is pasture with some isolated wetlands. A portion of Section 6 will not be included in the Conservation easement. The location will be identified and described by field survey. The Eastern boundary of the property adjoins the Van Fleet Trail.

AREA: 713 acres total (535 acres uplands, 178 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated August 17, 2018 has been reviewed.

• Access is via Dean Still Road, an improved public road.

• The legal description was derived from Official Records Book 7115, Page 464, Polk County Public Records, 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) Data.

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

EXHIBIT "A"

The West½, West of Railroad Right of Way of Section 5, Township 26 South, Range 25 East, LESS the North 40 foot right of way for Dean Still Road.

Section 6, Township 26 South, Range 25 East, Polk County, Florida, LESS right of way for Dean Still Road, ALSO LESS a parcel of land to be identified and described accurately by field survey.

All lying and being in Polk County, Florida.

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

Green Swamp AVT Ranch, Inc.

Polk County

BSM

BY 5 ~

Date: 11.16.2018

Dara Souro::s:

I) Cochsrrnl 2017 Dam

2) National \t1ed:mds lnvm.rory .1) Florida ConserV',1tion Lands •~ Florida Foct .. ,rt-r BOT Projec,ts.

5) NAVTEQ Road, ~ Bing Aerials

Subject Parcel

National Wetlands Inventory

Florida Forever BOT Projects D State Managed Conservation Lands

·4 · s

0 1,000 2,000 - -- - Feet

Green Swamp Owner: A VT Ranch, Inc.

Polk County, Florida

M.k l.nc2tion: \ \FLDEP1 \ ltch_cad\(~ u11~1o_ G1S\ Pollt \.'\ppuiinl.....,\Vf fa,,ch.J nc\G 15\.'\ppn,n al_li.VT __Raod,Jnc_i~d.~rd Dul' Sn"'1: 11/ 16/2013 m o L:06 J\.\ t M-.p W'ttl<:d 0,-: <,i\"4' Stc:ltn

4,000 i

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