CN-370000-PL332-T31.pdf

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Master Agreement FL|PL332|ddf63d1806f94f869ce7f0c8db97585f
Contract number
PL332
Issued by
Florida

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Summary

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal, establishing a fixed-price appraisal contract with Bell, Griffith and Associates, Inc. for the Seven Runs Creek conservation project. The project involves property owned by Nokuse Education, Inc., located in Walton and Washington Counties, Florida. The contractor is represented by Stephen A. Griffin, with Jay F. Scott serving as the DEP Contract Manager and Frances Alford as the DEP Designated Task Manager. The contract is designated as DEP Contract #PL332, Task Assignment #31, with Bureau of Appraisal File #19-8125.

The contractor is engaged to provide appraisal services for a conservation easement valuation covering four non-contiguous parcels totaling 898 acres (399 acres uplands, 499 acres wetlands). The fixed-price fee for this assignment is $5,499.00, with a starting date upon execution of the task assignment and completion upon transmittal of an approved appraisal report. The project is funded through Florida Forever (Project #FF07070) and carries specific reporting requirements including submission of an executive summary for each parcel, an appraisal checklist, and electronic delivery of the final appraisal report. The work is required to follow Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice, with completion requested within 45 days or the appraiser's best available timeframe. The contractor must provide a signed and notarized affidavit confirming no vested or fiduciary interest in the subject property prior to contract execution.

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Text version

Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSlGNMENT NOTIFICATION FORM

DEP Contract #: PL332 I Task Assignment: 1 31 I BA#: I 19-8125 Project Name: Seven Runs Creek Owner's Name/Parcel Nokuse Education, Inc County: Walton and Washington Contractor's Name: Bell, Griffith and Associates, Inc.

Contractor's Representative: Stephen A. Griffin Phone#:

DEP Contract Manager: Jay F. Scott Phone#:

DEP Designated Task Manager: Frances Alford Phone #:

Task Assignment Completion Date: I Upon transmittal of an approved Appraisal Report

Task Description:

For Appraisal Services:

I BLA#: 1 328203

(850) 422-3811

(850) 245-2667

(850) 245-2744

The Contractor's invoice must be submitted to the Designated Task Manager or Contract Manager and contain the following for Fixed-Price Deliverables: Invoice Number, 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 payments 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 are returned to the Contractor for correction will result in a delay in payment.

Failure to adequately respond in writing to the Department of Environmental Protection (DEP) Fee Review Appraiser or DEP Contract/Task Manager, within four working days, may result in a one-percent of the total fee penalty per day.

The date and time of the site visit must be communicated, in writing, to the DEP Task Manager at least three business days in advance of the inspection.

Prior to contracting, a signed and notarized affidavit is required of the Fee Appraiser acknowledging no vested or fiduciary interest in the property that is the subject of this task assignment.

Provide an electronic document (work for review), preferably an Adobe® PDF® or a Microsoft® Word® document, 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 work for review will not include the following appraisal assignment elements: Date of Report, Date of Certification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8)(b), Florida Statutes (FS); or 18-l .007(5)(a), Florida Administrative Code, (PAC).

DEP Contract #: PL332 Task#: 31 BLA #: 328203 Pa e 1 of3 Revised: 07/ 19/2018

ATTACHMENT A

TASK ASSJGNMENT NOTIFICATION FORM

The work for review is to include an Executive Summary for each parcel appraised and an Appraisal Checklist as well as other requirements for the appraisal format as stated in Section B, page 13 of the Supplemental Appraisal Standards for the Board of Trustees.

Upon approval by the Chief Appraiser (pursuant to 18-1.002( 4 ), F AC) or designee, provide a digital copy of the Appraisal Report electronically and on CD or DVD to the BAs Designated Task Manager.

Refer to Exhibit I for other information pertinent to this appraisal assignment.

Fees and Start Date· .

Fixed•Price Total : $5,499.00

Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Tac;k Assignment

Si natures:

Date:

~ Date:

DEP Contractual Autho Date:

Date: /l-2.L --J

F d' un me Information:

Project Funding Source: Florida Forever

Organization Code#: 37102200000 Fund#: 348014

Category: 084108 Exp. Opt.: NE I Linc#: I NIA

BE Code: 37100400 Year: 19

Object Code #: 134400 Project#: FF07070 I OCA ModuJc : I N IA

.FLAIR Accounting Code: 3720234801437]004000008410819

Cc: Contracts Section

DEP Contract #: PL332 Task #: 31 BLA #: 328203 Pa e 2 of3 Revised: 07fl9/201 8

EXHIBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: Seven Runs Creek I BIA File#: I 19-s12s

County: Walton and Washington

Fee Appraiser's Name: Stephen A. Griffith

DEP Contract #: PL332 I Task Assignment #: I 31

DEP Contract#: PL332 Task #: 31 BLA #: 328203 P e3 of3 Revised: 07/19/2018

Exhibit 1

Information for Appraisal

Project Identification: SEVEN Runs Creek - Nokuse CE

BA File No.: 19-8125 County: WALTON and Washington

Property This property consists of four non-contiguous parcels containing a total of 898 acres ( 499 wetlands) with access to two parcels are via Crews Lake Road. Access to the remaining parcels are via unnamed dirt roads.

Property Tax Identification Number: See attached

Legal Description: See attached

Client: Bureau of Appraisal, Division of State Lands

Intended Users: The client

Purpose and Intended Use of the Appraisal: Conservation Easement

Extraordinary Assumptions and/or Hypothetical Conditions: NI A

EXCEPTIONS IN TITLE

9. Easement and right of way for vehicular traffic contained in instrument recorded July 22, 1988, under O.R. Book 520. Page 232, Public Records of Walton County, Florida. (PARCEL 4 and 5)

10. Easement for ingress and egress contained in instrument recorded March 10, 1995, under O.R. Book 1253. Page 35, Public Records of Walton County, Florida. (PARCEL 3)

11. Memorandum of Timber Agreement between Nokuse Education, Inc., a Florida not for profit corporation, and Raymond K. Sheline and Valerie Novak Sheline as Trustees FBO 1992 Sheline Famiily Trust u/t/d November 23, 1992; et al. , as recorded in O.R. Book 2998. Pa!!e 2009, Public Records of Walton County, Florida. (PARCEL 3, 4, 5)

12. Oil, gas, mineral, or other reservations as set forth in deed to R. B. Underwood recorded in O.R.

Book 320. Page 78, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

13. Oil, gas, mineral, or other reservations as set forth in deed to Frazier Howie recorded in O.R. Book

320. Page 134, together with Assignment O.R. Book 2848. Page 4787, Notice of Claim O.R. Book 2978. Page 1384, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

14. Oil, gas, mineral, or other reservations as set forth in deed by Lamar M. Richardson, Jr. recorded in O.R. Book 2653, Page 3 76, together with Notice of Claim O.R. Book 2737. Page 4392, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. {PARCEL 3, 4, 5)

15. Oil, gas, mineral, or other reservations as set forth in deed by Executor of Estate of Beverly Hicklin Swope, deceased, recorded in O.R. Book 2958, Paee 4456, and deed by PNC Bank NA as Trustee in

BA 03_ RFP _Appraiser (Effecrive: 7/ 11/2019) Page 2 of6

O.R. Book 2941. Page 138, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. {PARCEL 3, 4, 5)

16. Oil, gas, mineral, or o ther reservations as set forth in deed L. V. Davis, Jr. ; L.V. Davis as Personal Representative of the Estate of Lois S. Davis, deceased; John Harold Davis, recorded in O.R. Book 320.

Page 71; O.R. Book 320, Page 85; O.R. Book 320, Page 92, together with Assignments in O.R. Book 2916. Page 1641 and O.R. Book 3096, Page 1051, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

17. Oil, gas, mineral, or other reservations as set forth in deed to Irvin Abell, Jr. recorded in Deed Book VI 77, Page 8, together with Assignments in O.R. Book 3085. Page 4035 and O.R. Book 3093. Page 1825, Public Records of Walton County, Florida. No determination has been made as to the current record owner for the interest excepted herein. (PARCEL 3, 4, 5)

Interest Appraised:

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

BA 03_Rf P _Appraiser (Effective: 7/ 11/2019) Page 3 of6

Project Identification: SEVEN Runs Creek - Nokuse CE

BA File No.: 19-8125 County: WALTON and Washington

Applicable Appraisal Standards:

[8J Supplemental Appraisal Standards for the Board of Trustees which can be found at:

Supplemental Appraisal Standards for the Board of I rustees (3/2.'2016) [8] Uniform Standards of Professional Appraisal Practice D Uniform Appraisal Standards for Federal Land Acquisitions D Other (specify):

Report Format:

D Narrative Single Parcel Ownership, Appraisal Report [8J Narrative Multiple Parcel Ownerships, Appraisal Report D Narrative Restricted Appraisal Report D Other (specify):

Five Year History of Title to be furnished by:

D State [8J Fee Appraiser D Waived

Other Considerations:

Please provide 1 bid for the normal 21 to 28 days, or your best time frame. In each appraisal, the Bureau of Appraisal is requiring that the contracted appraisers review the underlying oil, gas, and mineral rights of the subject and indicate in the appraisal report if the interest has any effect on the value of the subject and why or how the effect on value was developed.

Attachments:

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

Acquiring Agency:

Conservation Easement with the State of Florida

Requested Number of Days for Delivery:

45 days, or best time frame

BA 03 _RFP _Appraiser (Effective: 7/11/20 19) Page 4 of6

TO:

FROM:

FLORIDA DEPARTMENT OF

Envlronmental Protection

Marjory Stoneman Douglas Building 3900 Commonwealth Boulevard

Tallahassee, FL 32399

APPRAISAL MAP REVIEW MEMO

Amy Phillips, Government Operation Consultant Ill Bureau of Real Estate Services

A-ofu.*A.. / Steve Kellogg, PLSM Signature: _____ _ _ __ ,.ac.--_ ry __ Bureau of Survey & Mapping Date: October 23, 2019

PROJECT NAME: Seven Runs Creek

OWNER'S NAME: Nokuse Education, Inc.

PARCEL IDS: See Exhibit A legal description

Sections 2 and 3, Township 1 South, Range 17 West, Washington County Sections 35 and 36, Township 1 North, Range 18 West Section 1, Township 1 South, Range 18 West, Walton County

Ron DeSantla Governor

Jeanette Nunez Lt. Governor

Noah Valenateln Secretary

COMMENTS: The property consists of 4 non-contiguous parcels. The property is timberland and wetlands. Access to Parcels 1 and 2 is via Crews Lake Road, which appears to be a county maintained road. Access to Parcels 3, 4, and 5 is via an unnamed dirt road. The status of legal access is to those Parcels undetermined.

AREA: 898 acres (399 acres uplands, 499 acres wetlands)

• The property does not appear to be waterfront.

• Title information dated September 19, 2019 has been reviewed.

• Access to the property is noted in the above comments.

• The legal description was derived from the title insurance commitment referenced above 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) GIS Data.

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

Exhibit A

Commitment Number:

786943

PARCEL 1 (00000000-00-6170--0000)

The South Half of the Southwest Quarter of Section 2, Township 1 South. Range 17 West, Washington County, Florida

PARCEL 2 (00000000-00-6172-0000)

The Southeast Quarter of the Southeast Quarter of the Southeast Quarter of Section 3, Township 1 South, Range 17 West, Washington County, Florida.

PARCEL 3 (35-lN-18-08000-001-0010)

All of the Northeast Quarter of Section 35, Township 1 North, Range 18 West, Walton County, Florida, containing 162 acres, more or less.

TOGETHER with the right to use existing easements between subject property and the highway.

Other land owners shall have the right to use the existing road along the North side of subject property.

PARCEL 4 (36-1 N- l 8-08000-005-0000)

The Northeast 1/4, the Northwest 1/4 of the Southeast 1/4, the East 1/2 of the Northwest 1/4, and the Northeast 1/4 of the Southwest 1/4 of Section 36, Township 1 North, Range 18 West, Walton County, Florida, containing 322 acres, more or less.

PARCEL 5 (01-IS-18-14000-001-0010)

All of the North 1/2 of Section I, Township 1 South, Range 18 West, Walton County, Florida, containing 320 acres, more or less.

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

BSM

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Subject Parcels National Wetlands Inventory Florida Foreftt Project Boundaries

D State Managed Conservation Lands

- Fedenl Managed Conserntion Lands

- Private Cooserntion Lands

0 - -- -

Wetland Uplands

Seven Runs Creek - Florida Forever Project Owner: N okuse Education, Inc.

Walton & Washington County, Florida hie L.uc•--.. \\fU)l'J'l\t«h_,:ad\t'.,0,an~_<.,;l(\\\Mmn\~•m_Run,_C'"'~-Stdl•J>.,.,,•_'-okuwJ..4i\GIS\P'11•~•• ll\.'~-n'~ <..r,.\.Yl1•Jot< ll__,,,,~uc,c.nud o.c-~M 1orJ/3l1•~.!">-.J7 -~\I \hpCx:tt~, ~G\t"..,.....,, O,ta-SouteN"' I) C.t~ltol 2018 o.na ?) ~:.1tional \'t'rrlandi. lm'('ntnry

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CJ Florida Forever Project Boundaries D State Managed Conservation Lands

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Seven Runs Creek - Florida Forever Project Owner: N okuse E duca tion, Inc.

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CJ Florida Forever Project Boundariea D State Comervstioo Lands

0 0.5 1 2 - -- - Miles

Seven Runs Creek - Florida Forever Project Owner: Nokuse Education, Inc.

Washington County, Florida

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0 THIS AFFIDAVl'J' TO BE COMPLETED AND RETURNED.,.

AFFIDAVIT

PROJECT: Seven Runs Cruk

COUNTY: Walton & Washington

8/A FILE No.: 19--8125

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

Printed Name

Sworn to and subscribed before me this z.2. day of __ _..:...N.i::<>:..;-J~- --- --'' 20 I 'f

04-Affidavit Rev. 12/ 1/2015

BEN EDWARDS

Commission # GG 261316

E11:Plres September 23, 2022 lloodtd Tlvv Bud91! N .. ry S

Notary Public State of Florida

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