CN-370000-PL346-T13.pdf
PDF 2 MB Posted
- Contract number
- PL346
- Issued by
- Florida
About this file
This is a Task Assignment Notification Form for an appraisal services contract issued by the Florida Department of Environmental Protection (DEP), Division of State Lands, Bureau of Appraisal. The contract involves the State of Florida, specifically the Board of Trustees of the Internal Improvement Trust Fund, and the United States Air Force as the acquiring agency. The contractor is Red Oak Appraisal Services, represented by Steven Slotkin. The project concerns the Dickerson Bay/Bald Point property owned by Ochlocknee Timberlands, LLC., located in Wakulla and Franklin Counties, Florida. The contract is designated as DEP Contract #PL 346, Task Assignment #13, with BA File #20-8229.
The assignment requires the contractor to provide an appraisal of a 2,300-acre restrictive easement area within a larger 17,080-acre parcel, with deliverables due within 21 days or the appraiser's best timeframe. The fixed-price total fee is $4,000.00, payable upon receipt, inspection, and approval of services. The appraisal must comply with Uniform Appraisal Standards for Federal Land Acquisitions (Yellow Book) and the Supplemental Appraisal Standards for the Board of Trustees. The appraiser must use the Before and After valuation method, determine the Larger Parcel using Yellow Book methodology, and address oil, gas, and mineral rights impacts in the report. Project funding sources are Florida Forever (Fund #348014, Organization Code #37102200000). The contractor must submit work for review electronically in PDF or Word format, obtain notarized affidavit confirming no vested interest in the subject property, and communicate site visit details to the Designated Task Manager at least three business days in advance.
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Other files
| File | Type | Posted |
|---|---|---|
| CN-370000-PL346-T3.pdf | ||
| CN-370000-PL346-T4.pdf | ||
| CN-370000-PL346-T7.pdf | ||
| CN-370000-PL346-T9.pdf | ||
| CN-370000-PL346-A1.pdf | ||
| CN-370000-PL346-A2.pdf | ||
| CN-370000-PL346-T1.pdf | ||
| CN-370000-PL346-T12.pdf | ||
| CN-370000-PL346-T2.pdf | ||
| CN-370000-PL346-T5.pdf | ||
| CN-370000-PL346-T6.pdf | ||
| CN-370000-PL346.pdf | ||
| CN-370000-PL346-T10.pdf | ||
| CN-370000-PL346-T11.pdf | ||
| CN-370000-PL346-T8.pdf |
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Text version
Florida Department of Environmental Protection Division of State Lands
Bureau ofAppraisal
ATTACHMENTA
TASK ASSIGNMENT NOTIFICANON FORM
Task Description:
For Appraisal Services:
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 t}le amount of 10070. Invoice payments do not start until the latter ofthe 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 DeparUnent ofEnvironmental Protection (DEP) Fee Review Appraiser or DEP Contract/Task Manager, within four working days, may result in a one-percent ofthe total fee penalty per day.
The date and time of the site visit must be communicated, in writitrg, 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 ofthe Fee Appraiser acknowledging no vested or fiduciary interest in the property that is the subject ofthis 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 ofReport, Date ofCertification and Signatures. The work for review will be reviewed by the BA and possibly a Fee Review Appraiser (pursuant to; 253.025(8Xb), Florida Statutes (FS); or l8-1.007(5Xa), Florida Administrative Code, (FAC).
DEP Contract #: PL 346 Task #: 13 BLA #: Pase I of3 Revised: l,/l /2020
DEP Contract #: lpL:+e Task Assignment: j t3 BA #: l2o,B22e BLA #:
Project Name: Dickerson Bav / Bald Point
Owner's Name,Parcel Ochlocknee Timberlands, LLC.
County: Wakulla / Fnnklin Contractor's Name: Red Oak Appraisal Services
Contractor's Representative: Steven Slo&in Phone #: 904-281-03',7 3
DEP Contract Manager: Jay Scott Phone #: 850-245-2667
DEP Designated Task Manager: Julie Story Phone #: 850-24s-2653
Task Assignrnent Completion Date: I Upon ti?nsmittal ofan approved Appraisal Report
ATTACHMENTA
TASK ASSIGNMENT NOTIFICATION FORM
The work for review is to include an Execulive Summary for each parcel appraised and an Appraisal Checklist as well as other requiremenls for the appraisal format as stated in Section B, page l3 ofthe Supplemental Appraisal Standards for the Board ofTrustees.
Upon approval by the Chief Appraiser (pursuant to l8- 1,002(4), FAC) or designee, provide an electronic copy ofthe Appraisal Report, by email or other ageed method ofdelivery, to the BAs Designated Task Manager.
Refer to Exhibit I for other information pertinent to this appraisal assignment.
Contracts Section fee Schedule Not to Exceed Total;
Cost Reimbursemcnl Not to Exceed 'l-otal:
Lipon Execution ofthis Task Assignment
Information:
Project Funding Source; Florida Forcl,er
Organization Code#: 37r02200000 Fund #: 348014
Category: 084lotr Exp. Opt.: NE Line #: NA
BE Code: 37!00400 Year: ?o
Object Code #: I14400 Project #: 80033 OCA Module: NA l'LAIR Accounling Code: 371023480 r 437 r 0040000084 l 0820
DEP Contract #: PL346 Task #: l3
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ExHBrr 1
Tesr Assicr,rureNT NoTTFICATToN FoRM
B/A File Name: Dickerson Bav / Bald Point B/A File #: lzo-zzzs
County: Wal-ulla / Franklin
Fee Appraiser's Name: Steve Slotkin
DEP Contract #: PL146 Task Assignment #: lt:
DEP Contract #: PL 346 Task #: 13 BLA #: I Pase 3 of3 Revised: 1i t/2020
Exhibit I
Information for Appraisal
Proj ect Identifi cationi DICKERSoN-Bnr-oPr-BlupFs_REPI-CE BA File No.: 20-8229 County: WAKULII and FranklinWerulLe lNo FRANKLIN
Owner;
Ochlocknee Timberlands, LLC.
This restrictive easement will be between the Board ofTrustees of the Internal Improvement Trust Fund of the State of Florida (as Grantee), and the United States of America acting by and through the Department ofAir Force, (as Grantor).
Prope4_Dsssriplion:
The restrictive easement area is 2,300 +/- acres of unimproved property. There are trail roads throughout. The property is along the Ochlocknee River 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 Blufs Proposed REPI Areas
Yellow Book
This is a REPI project, so Ycllo* ll*ok is required. Full compliance to the UASFLA requirements will be enforced. Do not underestimate the importance of, and the work required, preparing a technically compliant Yellow Book report for this assigrment. Selection for the assignment will assume that any appraiser submitting a proposal is fully competent with, and has experience preparing, Yellow Book appraisals for Federal clients. Seiection may also be based on total fee, estimated delivery time, experience appraising similar property, and your description ofthe scope of appraisal services.
The appraiser will be required to determine the Larger Parcei, based on methodology specified in the Yellow Book by considering all of the 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 ofthe appraisal by applying the trilogy oftests to determine the Large Parcel. Concurrence ofthe appraiser'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 of the rights acquired for the Restrictive Easement.
Imorovements:
FFS has a residence and tower on the west side ofproperty that will remaia on the property.
Property Tax Identification Number:
There are multiple tax identification numbers, one parcei is located in Wakulla county, the others in Franklin County. See fie: Appraisal Map Review Memo 11.2 5.2019.
Lesal Description:
See file: Exhibit A Legal Description
Client:
The Bureau ofAppraisal
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
Page 2 of6 Cteated: 9117 /2019
Exhibit 1
Project Identification: DIcKERSoN-BALDPT-BLUFFS_REPI-CE BA File No.: 20-8229 Countv: WAKULLA and FranklinWart,'Ll-A AND FRANKLIN
WAKT LLA and Franklin
Pumose and Intended Use of the Aporaisal:
The purpose is to provide an opinion ofthe market value ofthe subject property as encumbered with a Deed of Restrictive Easement. The intended use is to assist the State ard the United States Air Force with purchase decisions.
Extaordinary Assumotions and/or Hyoothetical Conditions:
The appraisal ofthe 'after' condition will require the appraiser to use a hypothetical condition that as ofthe date ofvalue, the proposed restrictive easement is in place. The appraiser will discuss any other hypothetical conditions or extraordinary assumptions with the BA Sta{f 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:
[] Supplemental Appraisal Standards for t]re Board of Trustees which can be found at:
Uniform Standards of Professional Appraisal Practice Uniform Appraisal Standards for Federal Land Acquisitions Other (specif,):
Report Format:
Narrative Single Parcel Ownership, Appraisal Report Narrative Multiple Parcel Ownerships, Appraisal Report Narrative Restricted Appraisal Report Other (specifr):
Five Year History of Title to be fumished by:
I state
! Fee Appraiser ! Waived
03 RFP FF ExclusiveTemplate Rev. 9/ l8/2019
Page 3 of6 Crcatedt 9/17 /2019
Exhibit 1
Project Identifi cation: DtcxensoN-BALDPT-BLUFFS_REPI-CE BA File No.: 20-8229 County: Waxulle and FranklinWarulle eNo FRANKLIN
Other Considerations:
There appear to be 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 fuliy or partially severed from - with or without access rights - the 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 Compony holds a Memorandum of Right oJ First Refusal.
Acquiring Agency:
State of Florida and the United States Air Force
Requested Number of Days to First Deliverable:
2l days or your best time fiame
Attachments:
! Survey, Certified I Appraisal Map I rlatMap I sketch I Property Card I Location Map I Other: Title Commitment
03_RFP_FF_ExclusiveTemplate FieY.9/1812019
Page 4 of6 Created: 9/17 /2019
Plioity Arer l Wetlands: 663 Acres
Uplands: 1,011Acres Total 1,674 Acres
Pnonq' Area 4
Wetlands: 153 Actes Liplands: 1,011Acrcs
-Ibtal: 1,1 (r'l r\cres
Ditk<rsor Bayf Bald Paint fjloida l]oreur BO7' Prajei
Pnotig Area .3
Vedands: 5'[ Acres
UpJands: 303 Acrcs Total 357 lctes
Ptiorig' ,r\rea 2
\Vetlands: 170 ,\ctes Uplands: 846 Actes Total: 1,016 Acresshteiide lrnd use 1dd coEr flond2 Coffemho, Lds l.lond, Formr EOI ?rcject
Pdority Atea 1
Priotity Area 2
Pdority Area 3 il*] Paodry Ar.a +
$Tetland Areas
Flodda Fotever Proiect Boundaries
State Managed Cooservation Lands ffi Fedetal Managed Conservation Lands ffi Private Maflaged Conservation Laads
0.5
.+. Bluffs Proposed REPI Areas
Franklin Counql Florida
Dn.$wr 3/r/r, t2aliP
** THIS AFFIDAVIT To BE CoMPLETED AND RETIJRNID **
AFFIDAVIT
PRolECr: Dickerson Bal, / Bald Point
Cot,rtt : Wakulla / Frrnklin
B/A L -e \o.: 80-8229
I hereby certi! that I have no vested or fiduciary interest in the caplioned project.
,1 /-//z ,t/{ Appraiser Signature
St .',,.n $/o+k'n Printed Name swomtoandsubscribedbefore ^"u" I 4 a^ya fu,t4il\1 .20-ZD-
_".,'6 Slal6 ol Florida r \.j t ty Co.r*i""ion Exphs 05,O7lZ!211 'io,^f commlsslon iao GO 33COla
04-Affidavit Rev. 12l !,2015
State of Florida
File details come from the government source that posted it. Updated .