CN-370000-PL317-T33.pdf
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- Contract number
- PL317
- Issued by
- Florida
About this file
This document is a Task Assignment Notification Form for Contract PL317, issued by the Florida Department of Environmental Protection (DEP) Bureau of Appraisal. The contract involves Richards Appraisal Services, Inc., represented by Thomas Richards, conducting appraisal review services for the Dickerson Bay / Bald Point project located in Wakulla and Franklin counties. The property owner is Ochlocknee Timberlands, LLC. The DEP Contract Manager is Jay Scott, and the Designated Task Manager is Julie Story. The project involves the review of a draft appraisal related to a proposed restrictive easement acquisition by the Board of Trustees of the Internal Improvement Trust Fund of the State of Florida and the United States Department of Air Force.
The fixed-price task cost is $3,770.00 with a starting date upon receipt of the work to review. The contractor must submit an electronic document (preferably PDF or Microsoft Word format) with editing and commenting functions enabled within specified timeframes: mark-ups within 5 days, a draft appraisal review document within 10 days, and the final Appraisal Review Report within 15 days of receipt of the work. The review must include a field inspection, technical analysis, and a signed certification statement complying with the Uniform Standards of Professional Appraisal Practice (USPAP) and Uniform Appraisal Standards for Federal Land Acquisitions. Invoice payment does not commence until a proper and correct invoice is received and services are inspected and approved. The project involves a 2,300-acre restrictive easement area and requires compliance with Yellow Book requirements for federal land acquisitions, including determination of the Larger Parcel using the Before and After valuation method.
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Text version
DEP Contract #: lPL3l? lTask Assignment +: lr: lB/AFile#: 20-8229
Project Name: Dicke$on Bay / Bald Point
Owner's Name/Parcel: Ochlocknee Timberlands, LLC
County: Wakulla / Franklin
Contractor's Name: Richards Appraisal Scrvices, Inc.
Contractor's Representative: Thomas Richards Phone #: 32t-255-5108
DEP Contract Manager: Jay Scott Phone #: 850-245-2667
DEP Designated Task Manager: Julie Story Phone #: 850-24s-26s3
Task Assignment Completion Date: I Upon Transmittal ofan Approved Appraisal Review Report
ATTACHMENTA
TASK ASSICNMENT 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, hoject Name or Bureau of Appraisal (BA) File Name, BA File Number, Date Work Began, Date Work Ended, and Amount of Fee payable as ageed and allocated in the amount of I 00%. 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 Desigrated 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 technical review is to be performed ofa draft appraisal prepared for the proposed land transaction project identified above. The review is to consist ofa field review ofthe subject property 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 ofthe property that is the subject ofthe work under review.
DEP Contract # PL3l7 Task Assignrnent # 33
Rev. 1/l/2020 Page: Page 1 of3
ATTACHMENTA
TASK ASSICNMENT 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 of Certification 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(7)(b), FS; or 18-1.007(5)(a), Florida Administrative Code, (FAC)).
Upon approval by the Chief Appraiser (pursuant to l8-1.002(4), FAC) or designee, provide a digital copy ofthe 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 of Professional 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. - Ceflirtcafion 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 of the work to be reviewed. The fee appraiser(s) will not have received the mark ups, ifany, prior to your receiving the work to be revieri/ed.
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 of the work to be reviewed, send your mark-ups to the fee appraiser(s) and the BA.
Within l0 days ofreceipt ofthe work to be reviewed, provide a draft document ofthe appraisal review tothe BA as previously described.
Within 15 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.
Exhibit 1 contains additional information regarding the Appraisal Review Assignment.
DEP Conhact #: PL 3l'1 Task Assignment # 33
Rev. l/l/2020 Page: Page 2 of3
AI-|ACIIMENT A
TASK ASSICNMENT NOTIFICATION FORM
Pixed Price Task Cost; s 3.710.00
Fce Schedule No{ ttr Exceed Total:
Cost Reimbursement Not to Exceed Total:
Stofting lJrtc: Upon receipt o[the work to revieu-
8/rr/2o., Project Funding Source: Florida Fortivcr
Organization Code #: 3? 102200000 Fund #: lr+xot+ ( ategor-1 : 03410s Exp- Opt.#: NE I Line #: lrue
BE Code: l? I 004r]0 Year: t0
0[r ject ('ode #: 114400 Project #: soo:l I OCA/Moduled: lxe Fl.AlR Accounting Code; 37102148014-17 I 00400000{14 I 0820 cc: Conracts Section
DEP Connact #
Rev. 1/i12020
PL ]17 Task Assignment # l3 P€e3(r13
7 Q -':'4ael <2.?// "."
Exhibit I
Information for Appraisal
Proj ect Identification: DIcKERSoN-BALDPT-BLUFFS-REPI-CE BA File No.: 20-8229 County: WAKULI-a and FranklinWAKULLA AND FRANKLIN
Owner:
Ochlocknee Timberlands, LLC.
This restrictiye easement will be between the Board ofTrustees of the Internal Improvement Trust
Fund of the State of Florida (as Grantee), and the United States ofAmerica acting by and through the Department of Air Force, (as Grantor).
Property Description:
The restrictive easement area is 2,300 +/- acres of unimproved property. There are trail roads throughout. The property is along the Ochlocknee fuver and Highway 98. (The recent fee appraisal included 17,080 acres (the Larger Parcel), the restrictive easement is within the 17,080 acres. See frle: Appraisal Bluffs Proposed REPI Areas
Yellow Book
This is a REPI project, so Yell*r lioeik is required. Full compliance to the UASFLA requirements will be enforced. Do not underestimate the importance o{ and the work required, preparing a technically compliant Yellow Book report for this assignment. Selection for the assignment will assume that any appraiser submitting a proposal is firlly competent with, and has experience preparing, Yellow Book appraisals for Federal clients. Selection may also be based on total fee, estimated delivery time, eiperience appraising similar property, and your description of the scope of appraisal services.
The appraiser will be required to determine the Larger Parcel, based on methodology specified in the
Yellow Book by considering al1 ofthe land under the same ownership in the area ofthe proposed
Restrictive Easement. It is the appraiser's responsibility to determine the Larger Parcel for purposes of the apptaisal by applying the trilogy of tests to determine the Large Parcel. Concurrence of the appraisei's Larger Parcel analyses from the DEP Sr. Appraiser Managing the assignment is required.
The Before and After valuation method will be required to determine the value ofthe rights acquired for the Restrictive Easement.
Improvements:
FFS has a residence and tower on the west side of property that will remain on the property.
Prooe4v Tax Identification N
There are multiple tax identification numbers, one parcel is located in Wakulla county, the others in Franklin Connty. See file: Appraisal Map Review Memo I 1.25.2019
Leeal Description:
See file: Exhibit A Legal Description
Client:
The Bureau of Appraisal
Intended Users:
The client and the Board of Trustees of the Intemal Improvement Trust Fund of the State of Florida (TIITF) and the United States Air Force.
03,RFP_FF ExclusiveTemplate Rev.9/18/2019
Created:- 9117/2019
Exhibit I
Information for Apprai sal
Proj ect Identifi cation: DTcKERSoN-BaloPr-Blr-,,nrs_R-EPI-CE BA File No.: 20-8229 Countv: WAKULLI and FranklinWnrulla aro FRANKLIN
WAKL,T-LA and Franklin
Pumose and krtended Use of the Aooraisal:
The purpose is to provide an opinion ofthe market value of the subject property as encumbered with a Deed of Restrictive Easement. The intended use is to assist the State and the United States Air Force with purchase decisions.
Extraordinarv Assumptions and/or Hvpgthetical 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 restrictive 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.
Interest Appraised:
Conservation Easement Fee Simple Land Protection Agreement Less than Fee Simple Select Life Estate Others (describe): Restrictive Easement
Applicable Appraisal Standards:
fi Supplemental Appraisal Standards for the Board of Trustees which can be found at:
Uniform Standards of Professional Appraisal Practice Uniform Appraisal Standards for Federal Land Acquisitions Other (specify):
Report Format:
I Narrative Single Parcel Ownership, Appraisal Report
! Narrative Multiple Parcel Ownerships, Appraisal Report
I Narrative Restricted Appraisal Report
! other (specify):
ear History of Title to be fumished by:
State Fee Appraiser Waived veY X n n
03,RFP_FF-ExclusiveTemplate Rev. 9/ I 8/20 I 9
Page 3 of6 Created: 9ll'l /2019
Exhibit 1
Information for Appraisal
Project Identifi cation: DrCKERsoN-BALDPT-BLUFFS_REPI-CE BA File No.: 20-8229 County: WAKULT-I and FranklinWAKULLA AND FRANKLTN
Other Considerations:
There appear to b€ outstanding OGM rights. The Bureau ofAppraisal is requiring that all contracted appraiser(s) consider the impact on any subject property's value whether or not the oil, gas, and mineral (OGM) rights are unified with, or fully or partially severed from - with or without access rights - tlre fee interest. Whichever the case, appraiser must address the OGM rights status in the appraisal report and consider whether value is impacted, or not, and how the appraiser(s) arrived at the conclusion.
The St. Joe Company holds a Memorandum of Right of First Refusal.
Acquiring Agency:
State ofFlorida and the United States Air Force
Reouested Number of Days to First Deliverable:
15 days or your best time frame
Attachments:
I Survey, Certifred I Appraisal Map ! rht Map ! sketch
I Property Card f] Location Map [] Other: Title Commitment
03 RFP FF ExclusiveTemplate Rev. 9/l 8/2019
Page 4 of6 Created'. 9l 17 /2019
Pnotity Area 1
Vedands: 663 Actes Uplands; 1,01 1 Acres
Total 1,674 Acres
Priority ,\rea 4 IJ7edands: 153 Actes Uplands: 1,011 Acres
Tota} 1,164 Actes
Dttkerton Baj / B ald Point
.Flori.da .F-oreaer BOT Pmject
Priority Area 3 lJ7edands: 54 Acres Uplands: 303 Acres
Total: 357 Actes
Pdodq- Area 2
\X/edands: 170 Actes Uplands: 846 Acrcs Ibtal 1,016,'\ctes
Priority fuea 1
Ptiority Area 2 Ptiotity Area 3 ii,-] Priotity Area 4
Wedand Areas
Flodda Fotever Ptoiect Boundaties
State Managed Conservation Lands ffi Fedenl Managed Conservation Lands ffi Private Managed Conservation Lands
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Dnc s6d 3/?/rrrrrl$Pv
Bluffs Proposed REPI r\reas
Ftanklkr Counw. Florida
++ .ImS AFFIDAVIT TO I]E COMI,LETED AND R-E,TI jRNED **
AFFIDAVIT
PRoJECT: Dickerson Ba1' / Bald Point
CoLxrY: Wakulla / Franklin
B/A FrLE No.: 20-8229
I hereby certil-v that I have no vested or fiduciary interest in the captioned project.
*7_Z_.D_:
Appraiscr Signarure
Swom to and subscribed before rn. a;, 14 uu, or
04-AIfidavit Rev. l21l /201,s
PRIN(ELLE D, AL(XANOER
Not.ry Publi('Sl.te ol alorid.
(ommirslon, GG 298662
,,ty Comm. Expir!5 Mdr 24, ?021
Bod.d thro\rlh tillon.l \otdrY Arsn
/ L-o,.t*
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