EXHIBIT_A_-_Scope_of_Work.pdf

EXHIBIT A – SCOPE OF SERVICES

2.0 SCOPE OF SERVICE - A general description of the scope of professional services required is, but not limited to, the following:

2.1 Daytona beach International Airport Background

Daytona Beach International Airport is a non-hub commercial service Airport located in Volusia County, Florida. The Airport is owned and operated by Volusia County but functions as a self-sustaining enterprise fund without local tax support from Volusia County. Airport operating revenues are generated by both aviation and non-aviation tenants including fixed base operators (FBOs), flight schools, corporate hangar tenants, commercial properties, office tenants, Embry-Riddle Aeronautical University, airline and airline related terminal tenants, warehouse tenants and numerous short-term license or use agreements. Under the County’s Federal and State grant assurances and Federal compliance regulations, the Airport is required to lease Airport land and facilities for fair market value in order to keep the Airport as self-sustaining as possible. The Airport’s Federal Aviation Administration (FAA) Compliance Manual provides detailed and specific policy guidance concerning these requirements and may be downloaded from the FAA website by clicking on the following link:

https://www.faa.gov/documentLibrary/media/Order/Order_5190.6B_Compliance_Chg3.pd f.

Further details regarding Airport Appraisal Standards can be found in the “Compliance Guidance Letter 2018-3, Appraisal Standards for the Sale and Disposal of Federally Obligated Airport Property”, Exhibit E, and may be downloaded from the FAA website by clicking on the following link:

https://www.faa.gov/airports/airport_compliance/compliance_guidance/cgl-2018-03-appraisal-standards.

In 1947, the Airport property was deeded to the City of Daytona Beach by the Federal War Assets Administration following World War II when the Airport was operated as a Naval Air Station under Federal ownership. This deed was subsequently transferred to Volusia County in 1969 and contains numerous on-going deed restrictions which grant the Federal government considerable latitude and authority concerning Airport real estate issues.

Under current Federal policy guidelines and applicable laws and regulations, Volusia County is required to operate the Airport on a self-sustaining basis by leasing property, facilities or commercial activities in such a manner as to obtain fair market value rental payments for use of Airport land and facilities. All long-term non-aeronautical lease agreements are also required to be reviewed and approved by the Federal Aviation https://www.faa.gov/documentLibrary/media/Order/Order_5190.6B_Compliance_Chg3.pdf https://www.faa.gov/documentLibrary/media/Order/Order_5190.6B_Compliance_Chg3.pdf https://www.faa.gov/airports/airport_compliance/compliance_guidance/cgl-2018-03-appraisal-standards https://www.faa.gov/airports/airport_compliance/compliance_guidance/cgl-2018-03-appraisal-standards

Administration before they can be considered effective with a current appraisal required in every case. Adherence to these standards and regulations are reflected in nearly all Airport lease, license or use agreements, whether aeronautical or non-aeronautical. Obtaining professional and qualified appraisals is therefore an important component in allowing the Airport to remain in compliance with Federal and State requirements as well as remaining an ongoing self-sustaining business enterprise.

Long term Airport lease agreements typically require reappraisals of land or facility values every five (5) years. Land and facility rent is normally calculated and charged at ten percent (10%) times the appraised value per year for aeronautical leases and at twelve percent (12%) times the appraised value for non-aeronautical leases but may be subject to revision based on current market conditions.

2.2 Minimum Standards for Airport Appraisals:

Appraisal or reappraisal standards for Airport property shall be based on a professional determination and opinion of the fair market value of land (improved or unimproved) and any improvements furnished by Volusia County but not including improvements furnished by the Federal Aviation Administration (FAA) as part of an Airport Improvement Project (AIP) allocated to Volusia County. Appraisals may include the fair market rental value of Airport land or improvements including office, hangars, aircraft ramp or other facility rentals under the complete range of full-service lease arrangements or net/net/net (triple net) lease agreements, or agreements where the Airport may have very limited responsibility for the land or improvements leased.

To be considered qualified to complete Airport appraisal work, appraisers must be certified as a MAI (Member of the Appraisal Institute) with all appraisal reports submitted as a final work product certified by an MAI appraiser. To be considered qualified to perform Airport appraisals, respondents shall have an active license and Certification from the State of Florida to perform real estate appraisals with the State issued Certificate Number to be submitted with the response to this RSQ. Appraisals prepared by real estate sales associates or real estate brokers certified by the Florida Department of Business and Professional Regulation without MAI certification and current State Certification for real estate appraising will be rejected under this RSQ. Qualified appraiser respondents under this RSQ, in addition to having MAI certification, shall also agree to be guided by recognized appraisal standards propounded by the American Institute of Real Estate Appraisers and to have a background of higher education and experience that would reasonably qualify them for Airport appraisal tasks. Depending on the appraisal task requested, a qualified appraiser shall be able to competently execute the three general approaches to real estate appraising. These shall include the income approach, the replacement approach and the comparable sales approach with reconciliation of all three approaches, as may be required by the specific assigned task. The Appraisal Report requested for Airport appraisals shall be in a Summary Appraisal Report format and submitted to the Airport via email and a mailed hard copy.

Respondents to the RSQ shall comply with the Uniform Standards of Professional Appraisal Practice in all appraisals performed after award of a contract under this RSQ including Uniform Standards for Federal Land Acquisition. Qualified respondents shall also be qualified to meet all State and Federal appraisal standards for acquisition of additional property that may be purchased in whole or in part with Federal or state funding and become part of Daytona Beach International Airport.

2.3 Volusia Forever Background

Volusia Forever was created in 2000 when the citizens of Volusia County voted to tax themselves .2 mills over 20 years to protect the county’s natural biodiversity. Voters renewed it for another 20 years during the November 2020 election. To stretch these dollars as far as possible, Volusia Forever forms partnerships with federal, state, water management district and local agencies that are committed to protecting natural resources. Volusia Forever has purchased and improved more than 55,000 acres of environmentally sensitive land, outdoor recreation lands, and lands that protect water resources, including drinking water. Many of the land purchases are within the Volusia Conservation Corridor, which runs through the center of the county and provides habitat for black bear, deer, migrating birds and many rare species of plants and animals. More than 70 miles of trails provide a unique visitor experience. There are still lands to be acquired in order to complete the Volusia Conservation Corridor, Spruce Creek Preserve, and the Indian River Lagoon Blueway. These are all Florida Forever Projects that would qualify for matching funds from the state.

Volusia Forever has received national and state recognition, for its “visionary leadership” including awards from the Trust for Public Land, 1000 Friends of Florida, and the National Association of Counties.

Some of the lands purchased through Volusia Forever include:

• Volusia Conservation Corridor

• Lake George Forest and Wildlife Management Area

• Deep Creek Preserve

• Doris Leeper Spruce Creek Preserve

• Hickory Bluff Preserve

• Longleaf Pine Preserve

• Scrub Oak Preserve

• Wiregrass Prairie Preserve

2.4 Minimum Standards for Volusia Forever Appraisals:

Volusia County is seeking appraisers and appraisal reviewers to provide real estate appraisal services for the Volusia Forever program. All appraisal reports must conform to the Uniform Standards of Professional Appraisal Practice (USPAP) as well as applicable Florida Statues and Administrative Codes.

The Volusia Forever program partners with both state and federal organizations to achieve its conservation goals and as such appraisal needs may vary from project to project. In general, the program pursues fee simple acquisition, conservation easements, and agricultural easements both solo and in partnership with state and federal programs.

Services are to include, but are not limited to, written appraisals, support services and property inspections on commercial property, environmentally sensitive land, forest and farmland, vacant land/acreage and residential property. Vendors shall be listed and remain current with the Florida Department of Environmental Protection Division of State Lands approved Appraisers list to be considered for the Volusia Forever appraisers list. Volusia County will be looking to ensure the following specialties are included among the Vendors selected:

Agriculture (citrus, sugar cane, etc.), Appraisals under federal standards, Conservation easements, Corridor/right of way land (proposed and existing)

Developments of regional impact, Environmentally contaminated property, Mineral resources and mining property, Partial interests (access or utility, upland easements or leases, aerial fly zones, etc.), Properties with known regulated species present, Properties with water dependent use (marinas, fish camps, sovereign land issues), Property impacted by historic or archaeological areas, Springs, Timber land & resources, Urban Improved property.

An appraiser need not have all specialties to apply but Volusia County will look to ensure as many specialties as possible are secured among the chosen vendors. Vendors shall be familiar with and conform with the March 2, 2016 FDEP “Supplemental Appraisal Standards for the Board of Trustees” attached to this RSQ, Exhibit F and Exhibit G.

Vendors will be instructed to follow: 1) any and all standards promulgated by the FDEP including, when appropriate, the Timber Cruise Timber Appraisal Standards. Or 2) Volusia County is also participating in a Regional Conservation Partnership Program titled Lake to Lagoon. If instructed vendors will be required to follow the standards found in the attached RCPP Appraisal Specifications and Statement of Work.

Vendor shall be and remain current with the Florida Department of Environmental Protection Division of State Lands approved Appraisers list to be considered for the Volusia Forever appraisers list. Should the Vendor be removed from the State approved list for any reason at any point during this contract, the Vendor shall no longer be eligible to perform work under the Volusia Forever program.

Vendors may be asked to work with an appraisal reviewer or may be invited to serve as an appraisal reviewer, under certain circumstances.

To be considered qualified to complete Volusia Forever appraisal work, appraisers must be certified as a MAI (Member of the Appraisal Institute) with all appraisal reports submitted as a final work product certified by an MAI appraiser. To be considered qualified to perform Volusia Forever appraisals, respondents shall have an active license and Certification from the State of Florida to perform real estate appraisals with the State issued Certificate Number to be submitted with the response to this RSQ. Appraisals prepared by real estate sales associates or real estate brokers certified by the Florida Department of Business and Professional Regulation without MAI certification and current State Certification for real estate appraising will be rejected under this RSQ. Qualified appraiser respondents under this RSQ, in addition to having MAI certification, shall also agree to be guided by recognized appraisal standards propounded by the American Institute of Real Estate Appraisers and to have a background of higher education and experience that would reasonably qualify them for Volusia Forever appraisal tasks. Depending on the appraisal task requested, a qualified appraiser shall be able to competently execute the three general approaches to real estate appraising. These shall include the income approach, the replacement approach and the comparable sales approach with reconciliation of all three approaches, as may be required by the specific assigned task.

All vendors must appear on the FDEP approved appraisers list found here: Approved Appraisers List | Florida Department of Environmental Protection

2.5 Minimum Standards for Title Services:

The preferred firm will have significant and demonstrated experience in working with projects of similar size and scope. Contractor shall hold the required licensing, by Florida Statutes 626.8411, 626.8412, 626.8414, and 626.84201, regardless of the location of the agency.

The Contractor shall provide Services and Project deliverables under the resulting Contract and act as Contractor and advisor to the County in accordance to this Scope of Services as specifically set forth in the resulting Contract and its exhibits, and as set forth below:

A. Prepare Property Information (PI) Reports, formerly known as Ownership and Encumbrance Reports (O & E reports) within ten (10) business days following receipt of order;

B. Prepare and issue title insurance commitments, with updates as necessary, within ten

(10) business days following receipt of order or a fully executed sale and purchase contract.

C. Prepare and issue title insurance policies;

D. Include copies of all related documents with PI/O & E Reports, title insurance commitments and policies;

E. Research parcel history and/or prepare an abstract of title including a chain of title and all related instruments as directed, including for the purpose of lot combination of single parcels and variance requests;

F. Update title search and title abstract as requested;

G. Obtain a partial release of mortgage(s) for each partial acquisition. Obtain a Joinder and Consent of mortgagee for each easement acquired;

https://floridadep.gov/lands/bureau-appraisal/documents/approved-appraisers-list https://floridadep.gov/lands/bureau-appraisal/documents/approved-appraisers-list

H. Research and obtain all ownership and parcel information to facilitate a closing;

I. Prepare Closing Settlement Statement;

J. Provide all necessary documents for closing and conduct closing.

K. Provide the final title insurance policy and recorded instruments to the County within thirty (30) days after settlement and closing.

2.6 Contractor Methods:

A. Once an order is placed with Contractor, the title search shall be secured. If said order is a Property Information / Ownership and Encumbrance Certificate request, same shall be prepared and forwarded together with required documents to the County Project Manager.

B. Once an order is placed requiring title insurance and escrow services, the file shall be assigned to the Contractor's escrow department which shall begin the process of closing the transaction. A title search shall be secured if required and once concluded, a title commitment together with required documents affecting the title shall be forwarded to the County Project Manager. The process shall continue until the transaction is consummated and title policy is issued.

2.7 Definitions

As used in this RSQ, the following terms shall have the meanings set forth below:

Appraisal: Written statement independently and impartially prepared by a qualified appraiser setting forth an opinion of defined value of an adequately described property as of a specific date, supported by the presentation and analysis of relevant market information.

Appraiser: The person with education and/or experience which uniquely qualifies him or her to perform a specialized service for the County.

Appraiser’s services: Those services within the scope of work of this solicitation that are in an advisory nature to support policy development, decision-making, administration, or management of the government; normally provided by persons and/or organizations considered to have prerequisite knowledge or special abilities not generally available in the government.