CN-370000-PL346-T9.pdf

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Master Agreement FL|PL346|32ee9db02d7e3b4099dc4ab9a0ef7cd1
Contract number
PL346
Issued by
Florida

About this file

Document Summary

This is a Task Assignment Notification Form issued by the Florida Department of Environmental Protection (FDEP), Division of State Lands, Bureau of Appraisal. The document assigns appraisal services for the Lochloosa Wildlife property in Alachua County, Florida, owned by Carrie C. Brown Life Estate. The contracting parties include Red Oak Appraisal Company, Inc., represented by Steven Slotkin, with DEP Contract Manager Jay F. Scott and Designated Task Manager Julie Story overseeing the engagement. The task assignment is effective upon execution and completion upon transmittal of an approved appraisal report. The appraisal is intended to support the State of Florida's Florida Forever Trust Fund land acquisition initiative.

The contract specifies a fixed-price fee of $5,500.00 for appraisal services on the subject property comprising 133.5 acres (85.8 uplands and 47.7 wetlands) with waterfront access to Lake Lochloosa. The appraiser must deliver a narrative single parcel ownership appraisal report conforming to Supplemental Appraisal Standards for the Board of Trustees and Uniform Standards of Professional Appraisal Practice within 14 days. The appraisal shall provide an opinion of fee simple market value on an "as is" basis and include an executive summary, appraisal checklist, and supporting documentation. Invoices must itemize required deliverables and payment commences only upon receipt, inspection, and approval of satisfactory work. Project funding derives from Florida Forever (Fund #348014, Organization Code #37102200000), with the FLAIR Accounting Code 37202348014371004000008410819.

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Florida Department of Environmental Protection Division of State Lands

Bureau of Appraisal

ATTACHMENT A

TASK ASSIGNMENT NOTIFICATION FORM

DEP Contract#: PL346 I Task Assignment: I 9 I BA#: l 19-8093 1 BLA#: I Project Name: LOCHLOOSA Wildlife

Owner's Name/Parcel Carrie C. Brown Life Estate

County: Alachua

Contractor's Name: Red Oak AppraisalCompany, Inc.

Contractor's Representative: Steven Slotkin Phone#: (904) 281-0373

DEP Contract Manager: Jay F. Scott Phone#: (850) 245-2667

DEP Designated Task Manager: Julie Story Phone #: (850) 245-2653

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

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 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- I .007(5)(a), Florida Administrative Code, (F AC).

DEP Contract#: PL346 Task#: 9 BLA#: Pae 1 of3 Revised: 07/ 19/2018

ATTACHMENT A

TASK ASSIGNMENT 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 1 for other information pertinent to this appraisal assignment.

Fees and Start Date:

Fixed-Price Total: $5,500.00 Fee Schedule Not to Exceed Total:

Cost Reimbursement Not to Exceed Total:

Starting Date: Upon Execution of this Task Assignment

Si atures:

Date:

.., _ ...L,-•--(

Date: C\-~0- f~

DEP Contractual Authori Date: i( _ ::..C, - l9

9/23/2019 Date:

F d. l fi un . m2 n onnatmn:

Project Funding Source: Florida Forever Organization Code#: 37102200000 Fund #: 348014 Category: 084108 Exp. Opt.: NE I Line #: IN/A BE Code: 37100400 Year: 19

Object Code #: 134400 Project #: 00646 I OCA Module: I NI A FLAIR Accounting Code: 37202348014371004000008410819

Cc: Contracts Section

DEP Contract # : PL346 Task # : 9 BLA#: P e 2 of3 Revised: 07/ 19/2018

EXHLBIT 1

TASK ASSIGNMENT NOTIFICATION FORM

BIA File Name: LOCHLOOSA Wildlife I B/A File#: I 19-so93 County: Alachua

Fee Appraiser's Name: Steven Slotkin

DEP Contract #: PL346 I Task Assignment #: I 9

DEP Contract #: PL346 Task # : 9 BLA # : Pa e 3 of3 Revised: 07/1 9/2018

Exhibit 1

Information for Appraisal

Project Identification: LOCHLOOSA Wildlife - Carrie Brown - FF - Fee

BA File No.: 19-8093 County: ALACHUA

Ownership: Carrie C. Brown Life Estate

Owner's Representative: Ronnie C. Delk, 352.636.3549, ron.delk@thevillagcs.com

Property Description: 133.5 acres (85.8 uplands 47.7 wetlands) at Lochloosa Lake. The southern boundary appears to be water front. (See Appraisal Map aerial.)

The access road is private.

Property Tax Identification Numbers: 19980-000-000 (61.11 acres) and 19983-000-000 (65.85 acres)

Improvements: An old dilapidated block house

Legal Description: See file "Appraisal Map"

Client: Bureau of Appraisal, Division of State Lands

Intended Users:

The client and the Board of Trustees for the Internal Improvement Trust Fund of the State of Florida

Purpose and Intended Use of the Appraisal:

The purpose is to provide an opinion of the fee simple interest of the market value of the subject property "as is". The intended use is to assist the State with purchase decisions.

Extraordinary Assumptions and/or Hypothetical Conditions:

NIA

Interest Appraised:

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

BA 03_RFP _Appraiser (Effective: 7/ 11 /2019) Page 2 of5

Exhibit 1

Information for Appraisal

Project Identification: LOCHLOOSA Wildlife - Carrie Brown - FF - Fee

BA File No.: 19-8093 County: ALACHUA

Applicable Appraisal Standards:

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

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

Report Format:

~ 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:

~ State D Fee Appraiser D Waived

Other Considerations:

NIA

Attachments:

D Survey, Certified ~ Appraisal Map • Plat Map • Sketch ~ Property Card D Location Map D Other:

Acquiring Agency:

State of Florida: Florida Forever Trust Fund

Requested Number of Days for Delivery:

14 days.

BA 03 _RFP _Appraiser (Effective: 7/11/2019) Page 3 of5

RonDeSantls Governor FLORIDA DEPARTMENT OF

Envlronmental Protection Jeanette Nunez Lt. Governor

TO:

FROM:

Marjory 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: July 1, 2019

PROJECT NAME: Lochloosa Wildlife

OWNER'S NAME: Carrie C. Brown

PARCEL IDS: 19980-000-000 and 19983-000-000

Sections 6 and 7, Township 5 North, Range 10 West, Alachua County

Noah Valensteln Secretaiy

COMMENTS: The property is located on Lake Lochloosa and improved with a residence.

AREA: 133.5 acres (85.8 acres uplands, 47.7 acres wetlands)

• The property does appear to be waterfront.

• Title information dated June 12, 2019 has been reviewed.

• Legal access is neither guaranteed nor insured based on the title commitment.

• The legal description was derived from OR Book 2502, Page 756, Alachua County Public Records and is attached as Exhibit "A".

• The boundaries, areas and wetlands were derived from the Florida Department of Revenue GIS Data, US Fish and Wildlife Service National Wetlands Inventory (NWI) GIS Data and the report referenced above.

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

EXHIBIT "A"

Fractional Section 6 East of the Arredondo Grant in Township 11 South, Range 22 East, LESS the North 37 chains thereof, Alachua County, Florida.

AND

Fractional Section 7 East of the Arredondo Grant in Township 11 South, Range 22 East, Alachua County, Florida.

Lochloosa Wildlife Carrie Brown Alachua County

BSM

BY __ 5 _1<_

Date: 6.03.2019

D.m1 Souron::

I) Boundary SurV<J ?j F1orid6 Cocuc:n-;uioo LaodJ

l) Flonda fore,-.,, 80-r Prujc<t1 .f) 1'AVTEQ Roori•

5) Bing AenaJs

Subject Parcel Wetlands

Florida Forever Project Boundaries

I _D __ S_ta_ te_M_ an_ ag_ed_ C_on_s_e_rva_ tio_n_ Lan_ d_s_

1.4, s

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

Lochloosa Wildlife Owner: Carrie C. Brown

Alachua County, Plorida fw ~ \ \FLDEPl\ 1.-di_o,,,I\C-••-GIS\Ald~\l.odiilooM_ ~M\UfflC"C. B_..\(,f~\Appnisal-~~-UITlc-JI~ 0-~ 6 / ,t/ >)19 11-l.J » A.\I \hp Cec-ll.kd Br: G'I' s.dltr

4,000 i

** THIS AFFIDA VTT TO BE COMPLETED AND RETURNED **

AFF IDA V IT

PROJECT: LOCHLOOSA Wildlife

COUNTY: Alachua

B/AfTLE No.: 19-8093

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

k-- Appraiser Signature

Steven Slotkin

Printed Name

Sworn to and subscribed before me this -2 \ day of _ ::)r..=.._,~A..i....;_ ___ _ ___ _,, 20 _ ___ _

04-Affidavit Rev. 12/ 1/2015

~ .. -=~- / 1£).c 2 ( / "\_ '\.-:/ 0DmrniulOn No. oo 332014 State of Florida

File details come from the government source that posted it. Updated .