CN-370000-PL330-T9.pdf

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Master Agreement FL|PL330|09faa810d5b68fd257be1c6444d87c40
Contract number
PL330
Issued by
Florida

About this file

This document is a Task Assignment Notification Form for an appraisal review service contract between the Florida Department of Environmental Protection (DEP) and Brown Bevis Real Estate Appraisers, Inc. The project involves the St. Joe Timberland property located in Leon County, Florida. The contract is part of the Florida Forever Board of Trustees (BOT) project, specifically focused on the Wakulla Springs Protection Zone. The primary parties include St. Joe Timberland Company, St. Joe Land & Development Company as the property owners, and the DEP as the acquiring agency.

The task assignment is for appraisal review services with a fixed price of $2,760.00, funded through the Florida Forever program. The scope of work includes performing a technical review of a draft appraisal for a proposed land transaction, involving a field review of the subject property and preparation of an Appraisal Review Report. The property comprises 879.5 acres (852.5 acres of uplands and 27.0 acres of wetlands), with portions adjacent to Wakulla Springs State Park. The review does not include developing an independent opinion of value, but rather assessing the existing draft appraisal. The contractor must provide electronic documents, perform the review within specified timeframes, and submit a report recommending acceptance or rejection of the work under review.

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ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL330 I Task Assignment#: 19 I 8 /A File #: 19-8141

Project Name: St. Joe Timberland

Owner' s Name/Parcel: St. Joe Timberland Company and St. Joe Land & Development Company

County: Leon

Contractor's Name: Brown Bevis Real Estate Appraisers, Inc.

Contractor's Representative: Jonathan P. Brown Phone #: (850) 681-6332 DEP Contract Manager: Jay F. Scott Phone #: (850) 245-2667 DEP Designated Task Manager: Wayne Griffin Phone #: (850) 245-2664

Task Assignment Completion Date: I Upon Transmittal ofan 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 working 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 #: PL330 Task Assignment # Page: Page I of 3 Rev. 1/1/2020

A TI ACHMENT A

TASK ASSlGNMENTNOTIFICATlON 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, (F AC)).

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 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 21 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 information regarding the Appraisal Review Assignment.

DEP Contract #: PL330 Task Assignment # 9 Page: Page 2 of3

A TI ACHMENT A

TASK ASSIGNMENT NOTlFlCA TION FORM

Fixed Price Task Cost: $2,760.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon receipt of the work to review.

Si atures:

DEP Contract Manager: Date: ,- ~u..-2u

DEP Funding Authority: Date: \ - \ l.\ -d-O

DEP Contractual Authority Date: 1-1'1-~~~

Appraiser Representative: Date: \ - / y - z v 0

Project Funding Source: I Florida Forever

Organization Code #: 37102200000 Fund #: I 348014 Category: 084108 Exp. Opt.#: NE I Line #: I NIA BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: 80063 I OCA/Module#: I NIA FLAIR Accounting Code: I 37202348014371004000008410819 cc: Contracts Section

DEP Contract #: PL330 Task Assignment # 9 Page: Page 3 of 3

Exhibit 1 Information for Appraisal

Project Identification: ST. Joe Timberland (Leon Tract) BA File No.: 19-8141 County: LEON

Granter: St. Joe Timberland Company and St. Joe Land & Development Company

Grantor' s Representative: David Harrelson, dave.harrelsonra joe.com 850/231-7408

Grantee: DEP

Grantee's Representative: Jeremiah Thompson, Jeremiah.R.Thompson(i'dloridadep.!!OV 850/245-2611

Property Description: The property has frontage along Hwy. 319 (Crawfordville Rd) and Wakulla Springs Rd. Based on the Appraisal Map (attached), the property contains 852.5 acres of uplands and 27.0 acres of wetlands. Based on information that was provided to us, 86 +/- acres were recently harvested (September 2019). Any additional timber information they provide will be provided to the appraisers that are selected.

Property Tax Identification Number(s): 46-16-20-007-000-0 (446.45 AC)

46-15-20-206-000-0 (434 AC)

Legal Description: To be supplied

Client: Bureau of Appraisal.

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: Estimate cw-rent Market Value for possible acquisition

Extraordinary Assumptions: NIA

Hypothetical Conditions: NIA

Interest Appraised:

D Conservation Easement [8] Fee Simple D Land Protection Agreement D Less than Fee Simple Select D Life Estate 0 Others (describe):

BA 03 _ RFP _ Appraiser Revised: 1/2/2020

Page2 of5

Exhibit 1

Information for Appraisal

Project Identification: ST. Joe Timberland (Leon Tract)

BA File No.: 19-8141 County: LEON

Applicable Appraisal Standards:

C8J Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of Trustees (3/2/2016) 1:8] Uniform Standards of Professional Appraisal Practice 0 Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

1:8] 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:

0 State cg} Fee Appraiser 0 Waived

Other Considerations:

Attachments:

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

Acquiring Agency:

DEP

Requested Number of Days for Delivery:

21 days, or best time frame

BA 03 _ RFP _ Appraiser Revised: I /2/2020

Page 3 ofS

TO:

FROM:

FLORIDA DEPARTMENT OF

Environmental Protection

Ma~ory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, Fl 32399

APPRAISAL MAP REVIEW MEMO

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

Steve Kellogg, PLSM Signature:

Bureau of Survey & Mapping Date: December 5, 2019

PROJECT NAME: St. Joe Timberland/Wakulla Springs Protection Zone Site

OWNER'S NAME: St. Joe timberland Company of Delaware, LLC

PARCEL IDS: 4615202060000 and 4616200070000

Sections 15 and 16, Township 2 South, Range 1 West, Leon County

Ron DeSantls Governor

Jeanetta Nufiez Lt Governor

Noah Valenstein Secretary

COMMENTS: The property is timberland. Portions of the property are adjacent to Wakulla Springs State Park.

AREA: 879.5 acres (852.5 acres uplands, 27 acres wetlands)

• This property does not appear to be waterfront.

• Title information dated November 21 , 2019 has been reviewed.

• Access is via US Highway 319, an improved public road.

• The legal description was derived from OR Book 1188, Page 967, 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 and US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data.

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

EXRIBrT "A"

The Northwest¼ and the South½ of Section 15, Township 2 South, Range I, West, Leon County, Florida, LESS the Southeast ¼ of the Southeast ¼ thereof.

That part of Section 16, Township 2 South, Range 1 West, Leon County, Florida lying East of US Highway 3 19, LESS the South ½ of the Southeast ¼ thereof.

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

Wakulla Springs State Park St Joseph Land and Development Company Leon County

Pagel oft

BSM

BY !iK

Date: 1.19.201 7 a .str _ ti

2') NatlUflal \'(~th .nd, Im -on )} Aond.a Con~-ioon -1) Flo.-.b Fo«,-.. BOT P

5) r,,.A\"TEQ Rn,d, 61r1 Aerials

Subject Pated National Wetlands Inventory Florida Forever Project Boundaries State Managed Conservation Lands

- Federal Managed Conservation Lands

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

4,000 i

St. Joe Timberland - Florida Forever BOT Project Owners: St. Joseph Land and Development Company and St. Joseph Land

Leon County, Florida fw 1~ \\Fl DllPl\ted• c:ad\ Gouauc•pc;1s\1.tvu\Appranal_W.t;1,1II.__Spm1K"_.,:;p ~.Jot.\Appnual_Wiok-nlla_!i,pno&~ $11 Jt..JO!l_L.-d..auo.i o-,s.-,_ IOJ,O/)Olt l.3927 !'M Mopt"..,,.dBy- CiCl'Stdff

** THlS AFFIDAVIT TO BE COMPLETED AND RETURNED**

AFFIDAVIT

PROJECT: St. Joe Timberland (Leon Tract)

COUNTY: Leon

B/A FILE No.: 19-8141

I hereby certify that I have no vested or fiduciary interest in the captioned project.

Printed Name

Sworn to and subscribed before me this l 4cfh day of ~J~{J.._.J __ . ------~• 20 2 c)

04-A ffidavit Rev. 12/ 1/2015

State of Florida

~ft-1~-~ HENR~ ~ILLER 111 •.: i·~·\., Comm1ss1on # GG 036279 \i•6{.1 Expires December 4, 2020

'•/;f.l',f.fj;<:,':••• Bonded Thnl T,oy Fain lnsUIWICe J00.315.7019

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