CN-370000-PL317-T32.pdf
PDF 3 MB Posted
- Contract number
- PL317
- Issued by
- Florida
About this file
This is a Task Assignment Notification Form for an appraisal review services contract issued by the Florida Department of Environmental Protection (DEP) under DEP Contract PL317. The assignment involves Richards Appraisal Service, Inc., represented by Tom Richards, conducting appraisal review services for the Etoniah/Cross Florida Greenway project in Putnam County, Florida. The property owner is Three Steps Forest LLC. The DEP Contract Manager is Jay Scott, and the DEP Designated Task Manager is Frances Alford. The task assignment is identified as Task Assignment #32 with BA File #20-8208.
The contract is for appraisal review services with a fixed price task cost of $2,450.00. The reviewer is responsible for conducting a technical review of a draft appraisal, including a field review of the subject property and preparation of an Appraisal Review Report. Deliverables must be submitted electronically in Adobe PDF or Microsoft Word format with full editing and commenting functions enabled. The reviewer must submit mark-ups within 5 days of receipt, provide a draft review document within 10 days, and submit the final Appraisal Review Report within 14 days of receiving the work to be reviewed. Payment does not commence until a proper invoice is received and services are inspected and approved. The project involves approximately 2,104 acres of timberland with an estimated 729 acres of wetlands, and requires two appraisers and one review appraiser. Project funding is from Florida Forever with the acquiring agency being the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida.
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DEP Contracr H: I PLj17 | Task Assignment +: ln I OZe rite +, 20-8208
Project Name: Etoniah / Cross Florida Greelway
Owner's Name,?arce l: Three Steps Folest LLC
County: Putnam
Contractor's Name: fuchards Appraisal Service, Inc.
Contractor's Representative: Tom Richards Phone #: 321-255-5108
DEP Contract Manager: Jay Scott Phone #: 850-245 -2661
DEP Designated Task Manager: Franccs Alford Phone #: 850-245,27 44
Task Assignment Completion Date: I Upon Transmittal of an 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. 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. lnvoices which have to be refurned 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, witlin four working days, may result in a one percent ofthe total fee penalty per day.
Prior to contract rg, 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 ofa draft appraisal prepared for the proposed land transaction project identified above. The review is to consist of a field review of the subject Foperty as well as a draft review document and an Appraisal Review Report.
The scope ofwork for this assignment does not include developing an independent opinion ofvalue of the property that is the subject ofthe work under review.
DEP Contract #: PL317 Task Assignmenl # 32
Rev. L/1/2020
Page: Page 1of3
ATTACHMENTA
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 ofReport, Date ofCertification 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 @S); or
250.041(7)(b), FS; or 18-1.007(5)(a), Florida Administrative Code, (FAC)).
Upon approval by the Chief Appraiser (pursuant to I 8- 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 Unifurm Standards ofProfessiotal Appraisal Practice (USPAP) for appraisal review assignments.
In addition to the USPAP certifrcation stat€ment you must state that the work under review met the standards indicated in Exhibit 1.
Ifyou have advanced professional designations from an apploved 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 altemative, previously agreed, method.
BA staff may provide mark-ups of the work to be reviewed. The fee appraiser(s) will not have received tlre 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 5 days ofreceipt ofthe work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.
Within r0 days of receipt ofthe work to be reviewed, provide a draft document ofthe 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 ofthe work under review.
Exlibit I contains additional information regarding the Appraisal Review Assignment.
DEP Contract #: PL 3I 7 Task Assignment # 32
Rev. 1/1/2020
Page: Page 2 of3
AT"IACHMENl'A TASK,ASSiONMENT NOTIFICATION FORM
F ir c,J Pliee'l'ask ( ost: s 2,450.00 lci'\chcrlrrlc Nol to lr\cecd l-olal:
Cc\sl ReimbLllsenrent \or t() E\cccd'Iota];
Upon reccipt olthe rrork to rcvicrv.
\i
I)1:l' ( ontracl i\larra5lcr:
e.rna u.a,' D/-'/q Date: 07 2 l, l0l0
DEP Funding Authority:
,/^,t a SLtTr&,*!J;, [)rte: 01/2112021) l)EI' ( orrracrLLal Authoritr ,.v/", A*."
7i47 l)ntc: a1/2V2420
,\ ppraiscr Reprqrrntati!e. lfatc: 7/et /r,zu
Project Funding Source: Ilcrid:r Fcre',,er
Organ izatior: Code #: _17102200000 Fund #: lt+iot+ Category: r)ili 1r)N Exp. Opt.#: NE I Line f: lxe Ulr (:ode: ll l1l0,l0() Ycar: l(l Obi.ct C odt ;: 1 :-1'100 so22i I OCArModulc#: ln:r.
FI.AIR Accounting Code: 172023480 i 43 r- I 0040000084 I 0820 cc: Contracts Section
DEP CoD$act # PL 317 Task Assignoenr # fl Rev. l/l/2020
Page: Page 3 of3
Exhibit 1
Information for Appraisal
Project Identification: ECFG Three Steps Forest Trail Site BA File No.: 20-8208 Countv: PurNav
Owner: THREE STEPS FOREST, LLC kent. ei1 ges@conservationlbrestn/.net
603-658-0145
Properly Description: Property is approximately 2,104 acres of primarily timberland with access along SR i00- Its estimated to have 729 acres of wetlands.
Property Tax Identification Number(s):
T}IREE STEPS H]ftEST, LLI: - FTORXDATMIL
S AcrE5 Commenir lnree 5lep5 Foresl LLU
Tlrree Steps Farefl. LLC -:.:r'r -: n -,: j,l:,-r:,: -: - ri:l: Dsrtion oui5ide FF Fi5 EETir'rs
Ttree Steps Forest, LLC 19{r-e6-0000-00 10{oo2 Proposed well Eite
Ihr:e Steps Foresi LLC :Lt::di FF F:t lEvirig ThrEe SteEs FarEri. LLC
:r-:,!-:i- -:-r_':Eil _ _,: -:'a.r:
Thr€e Steps Forest, LLC :r.-1.:r-:;-l:r::-i_1:: ;-]ittrl
Three Stepi Fore5t, LLC 3H9-?FOOOfl-001M000
Triangle FaEel north ofSR :1.00 shol5 in weyerhaeurEr name with parrei b€low 5R
10O- PA correcti g to sho$r 3 Step, owns north qf $R 1O0. Will probEbly astien another TEx lD#.
Three 5tep5 Fore+ LLC 30{9-26-O000-m10{020 Parrel owned by 3 5teF6 but not on couflty GIS- PA raill .orect-
I hfee Steps lorest, LLU
Tr":E :..te15 FJrE5: LLi :,-t: di Ft :i'l'i-rirLr-i Three StEps Forest, LLC 3H9-26-0000-00 10-OOO1 Proposed Y',Ell site
Ti::e lti !.: F:,f=!: LLi :.:--,!--:,- ,: -' - 1_ r!
lh-iP llPn. t-lrPrr ll t ::-t!-:i-:::!r-':-rl,: - l -:,Ll -rrl
I hree steos lorest, LLU 3+.OS-:5-0000-00lMool P.0p05€d wellsite lnree 5tep5 lorest LLC ,1,1 -:,!-:i-'. :i,l :La,: - : -:ri: i Three SteBs Foresi" LLC j.l-19-:i',::,i l-C,: -: -:i,-l: I
Exceptions from Tifle:
6. Easement contained in instrument recorded May 21,2008, under O.R. Book 1193. Page 1533, Public Records of Putnam County, Florida.
7. Non-Exclusive Access Easement contained in instrument recorded August 29, 2008, under O.R.
Book I 203 , Page 1 1 3 0, Public Records of Putram County, Florida.
8. Conveyance as recorded in O.R. Book l236,Page 723,Ptblic Records of Putnam Corlnty, Florida.
9. Non-Exclusive Access Easement contafured in instrument recorded March 25, 2002, under O.R.
Book 889, Page 414, Public Records ofPutnam County, Florida.
10. Easement and Right-of-Way Agreement as contained in instrument recorded October 9, 2001, under O.R. Book 871. Page 606, as alfected by amendment to Easement as recorded in O.R. Book 889. Page
BA 03 RFP-Appraiser RLevised:. l/2/2020
Exhibit 1
Information for Appraisal
406 and Second Amendment to Easement as recorded in O.R. Book 1352. Page 1 I 04, Public Records of Putnam County, Florida.
1 1. Flowage Easement Agreement as contained in instrument recorded October 5, 2001, under O.R.
Book 871. Page 160, Public Records of Putnam County, Florida.
12. Easement contained in instrument recorded October 5, 2001, under O.R. Book 87 i, Page 102, as alfected by Release of Easements as recorded in O.R. Book 889. Page 412, Public Records of Putnam County, Florida.
13. Reservations as contained in instrument as recorded in O.R. Book 889, Page 426, and O.R. Book 1276.Page 1238, Public Records of Putnam Cor.rnty, Florida.
14. Reservations as contained in instrument as recorded in O.R. Book 1352. Page 1 1 I 7, Public Records of Putnam County, Florida.
Client:
Bureau of Appraisal.
Intended Users:
The client and the Board of Trustees ofthe Intemal Improvement Trust Fund ofthe State ofFlorida.
Purpose and Intended Use ofthe Appraisal: Negotiations for the acquisition ofthe parcels.
Extraordinary Assumptions :
N/A
Hypothetical Conditions:
N/A
Interest Appraised:
ConseNation Easement Fee Simple Land Protection Agreement Less than Fee Simple Select Life Estate Others (describe):
BA 03 RFP Appraiser Revised: 11212020
Page 3 of6
Exhibit I
Information fot Appraisal
Project Identification: ECFG Three Steps Forest Trail Site
BA File No.: 20-8208 County: PUTNAM
Applicable Appraisal Standards:
I Supplemental Appraisal Standards for the Board of Trustees r,vhich can be fowrd at:
Uniform Standards of Professional Appraisal Practice Uniform Appraisal Standards for Federal Land Acquisitions Other (specift):
Report Format:
Narrative Single Parcel Ownership, Appraisal Report Narrative Multiple Parcel Ownerships, Appraisal Report Narrative Restricted Appraisal Report Other (specif):
Five Year History of Title to be fumished by:
! state
I Fee Appraiser ! waived
Other Considerations:
In each appraisal, the Bureau ofAppraisal is requiring that the contacted appraisers review the underlying oi1, gas, and mineral rights of the subject and indicate in the appraisal reporl ifthe interest has any effect on the value of the subject and why or how the eff'ect on value was developed.
Please be advised there are three proposed well sites that may have been cut out of the subject.
Attachments :
! Survey, Certified I Appraisal Map ! Plat Map E sketch ! Property Card
I Location Map ! other:
Acquiring Agency:
BOT. Srate of Florida
Requested Number of Days for Deiivery:
21 to 28 days, or your best time frame.
'IHIS PRO.IECT REQUIRES TWO APPRAISERS AND ONE REVIEW APPRAISER. There are also the three well sites that I am asking for additional information. I am guessing water wells at this time.
BA 03 RFP Appraiser Revised: 1/2/2020
Page 4 of6
FTORIDA DEPARTMEI{TOF
Environmental Protection Marjory Stoneman Douglas Building
3900 Commonwealth Boulevard
Tallahassee, FL 32399
DIVISION OF STATE LANDS
BUREAU OF SURVEY AND IYAPPING
APPRAISAL MAP REVIEW MEMO
TO: Amy Phillips, GOC lll Bureau of Real Estate Services
FROM: Jorge Alonso, PLS ll Date/Signature:612212o20
PROJECT NAME: Etoniah/Cross Florida Greenway
OWNER'S NAME: Three Steps Forest LLC
Parcel l.D. Numbers: (see sheet 2 of 2)
SECTION: Sections 14, 23, 24,38 and 39, Township 9 South, Range 25 East AND Sections 19, 20, 30, 38, 39, 40 and 41 , Township 9 South, Range 26 East, Putnam County.
COMMENTS: The property is vacant and is adjacent to the Rice Creek Conservation Area.
AREA: 2,104 acres +/- (729 acres +/- Wetlands; 1,375 acres +/- Uplands)
. The property does not appear to be waterfront.
. Old Republic National Title lnsurance Commitment Number 841617 with an effective date of February 13,2O2O at 'l 1 :00pm was reviewed bythe signing surveyor for this appraisal map.
. Access to the property is via SR 1 00 along it's Southerly boundary and
. The legal description (dated June 4, 2020) was derived from Book 1352, Page 1117 , of the Public Records of Putnam County.
. The boundaries, areas and wetlands were derived from the Florida Department of Environmental GIS data and Putnam County GIS data
The description, areas, boundary and encumbrances are subject to change with an accurate field survey and title insurance commitment.
Ron DcSanUs Governor
Joamfto I{uAo, Lt, Governor iloah Valonsteln Secretary
THREE STEPS FOREST, LTC - FLORIDA TRAIT
Owner # Acres Comments Three Steps Forest, LLC 14-09-2s-0000-00s0-0000
Three Steps Forest, LLC 19-09-26-0000-0010-0000 portion outside FF FFS paying
Three Steps Forest, LLC L9-09-26-0000-0010-0002 Proposed well site
Three Steps Forest, LLC 20-09 26-0000-0010-0000 outside FF FFS paying
Three Steps Forest, LLC 23-09-25-0000-0010-0000
Three Steps Forest, LLC 24-09-25-0000-0010-0000
Three Steps Forest, LLC 24-09-25-0000-0020-0000
Three Steps Forest, LLC 30-09-26-0000-O010-0000
Triangle parcel north of SR 100 shows in weyerhaeuser name with parcel below SR
100. PA correcting to show 3 Steps owns north of SR 100. Will probably assign another Tax lD#.
Three Steps Forest, LLC 30-09-26-0000-0010-0020
Parcel owned by 3 steps but not on county GlS. PA will correct.
Three Steps Forest, LLC 38-09-25,0000-0010-0000 Three Steps Forest, LLc 38-09-26-0000-0010-0000 outside FF deminimus
Three Steps Forest, LLC 38-09-26-0000-0010-0001 Proposed well site
Three Steps Forest, LLC 39-09-2s-0000-0010-0000 Three Steps Forest, LLC 39-09-26-0000-0010-0000
Three Steps Forest, LLC 39-09-26-0000-0010-0001. Proposed well site
Three Steps Forest, LLC 40-09-26,0000-0010-0000 Three Steps Forest, LLC 41-09-26-0000-0010-0000
EXHIBIT'A'
Putnam County, Florida
Florida Trail Tract Townshio 9 South. Ranse 25 East
Section 14: SE 7a and SW % of NE 74 less and excent property conveyed as recorded in O.R. Book 435, page 770 (Entire Tax Parcel l+09-25-0000-0050-0000)
Section 23: All, less and except properties conveyed as tbllows:
(a) as recorded in O.R. Book 20, page 334;
(b) as recorded in O.R. Book 435, pageTTO1'
(c) as recorded in O.R. Book 7216,page 1238:
(Entire Tax Parcel 23-09-25-0000-0010-0000)
Section 24: Govemment Lots 1,2.3,4&.5 (Entire Tax Parcels 2.1-09-25-0000-00 I 0-0000 and 24-09-25-0000-0020- 0000)
Section 38: Heirs of Thornas Forbes Crant, lg!!_q0!klggp! railroad and highu,ay right-of-way. and IC!S_@(L9IC9E! prope ies conveyed as follows:
(a) as recorded in O.R. Book 889, page 426: and
(b) as recorded in O.R. Book 1276, page 1238
(Entire Tax Parcel 38-09-25-0000-0010-0000)
Section J9: Heirs of Wm. Panton Grant, less and except properties conveyed as follows:
(a) as recorded in O.R. Book 889, page 42$ and
(b) as recorded in O.R. Book 1276, page 1238
(Entire Tax Parcet 39-09-25-0000-0010-0000)
Townshio 9 Sriuth Range 26 East
Section 19: Govemment l.ots l, 2,3, 4 & 5.less and except Existing Production Well GP-12 and Beneficial Reuse Sites Parcels B & D as described in O.R.
Book 871 , page 102 (Entire Tax Parcel l9-09-26-0000-0010-0000 and portionofTax Parcel l 9-09-26.0000-00 l0-000 l )
Section 20: All of Section West of SR 309, less and exceot 100 foot buftbr zonc and Beneficial Reuse Sites Parcels A, B, C & D as dcscribcd in O.R. Book 871, page 102 (Entire Tax Parcel 20-09-26-0000-0010-0000)
Section 30: Government Lots l, 2 & 3. less and except propeny conveyed as rccorded in O.R. Book 889, plge 426 and further less and except that ponion lying Sourh of Highway I00 (Portion of Tax Parcel 30-09-26-0000-0010-0000)
Section 38: Heirs of Wm. Panton Grant (Ex. Bk. 66 p 122. Bk 143 p l7l, Bk 7l p 450, Bk 74. p 56 and Bk 74, p 364), less and excent propenies convcyed as follows:
(a) as recorded inO.R. Book 871, page 133; and
(b) as recorded in O.R. Book 1276,page723
(Entirc Tax Parcels 3 8-09-26-0000-0010-m00 and 3 8-09-26-0000-0010- 000r)
Section 39: Thomas Forbes Grant West ofSR 309, less and except Eeneficial Reuse Sites Parcels C & D as described in O.R. Book 871, page I02 (Entire Tax Parcels 39-09-26-0000-0010-0000 and 39-09-26-0000-0010- 000t)
Section 40: William Panton Grant less and exceot properties conveyed as follows:
(a) as recorded in O.R. Book 889, page 426: and
(b) as recorded in O.R. Book 1276, page 1238.
(Entirc Tax Parcel 40{9-26-0000-00 I 0-0000)
Section 4l: Thomas Forbes Grant (Entire Tax Parcel 4 t 09-26-0000-0010-0000)
BSM APPROVED
B\i 0.4, Date: 612312020
N7etlands: 729 Acres Uplands: 1,375 Acres
Total: 2,104 Actes
I)torial/ Crur F/oida Creenway
Iloida l'breur BOT Pr(ut Ij.torialt Cruk
ILLddb \\.rDFPr\r.h <d\.4tr!de.rs\!!b@\&ptudErdd_c@* .r_
*4 TIUS AII]IDAVIT 1O BE COMPLEI'ED AND RETURNIjD t'"
AFFII)AVIT
PR().Jtr i: Etooiah / ('ross Florida (ircenrrar
CoriNTY: Desoto
BiA FrLE No.: 20-8208
I hereby certift that I have no vcsted or fiduciary intercst in the caplioned project.
-72:e--.--- Appraiser Signature
7-a-,-*-- 4, R'-/-.-^- !, - rz*2 Printed Name
S'v'orrrtoandsubscribed b"torr*"t;, ZFaayofl-Jt& 202D -
Notary Public State of Florida
04-Aflidavit Rcv. ll l'201i
KAIHII" SHOTIIETL
CommieslonIGG31 ,t2 hphe$ October 20, 2023 &n&d Tlv! Trly Fsli lolwlnco a6r$" A S..aEzoi-
File details come from the government source that posted it. Updated .