1. RFR Full Document- AGR-APPRAISERS-FY26.pdf

Massachussetts Department of Agricultural Resources (MDAR) Departmental RFR- Request for Response

THE COMMONWEALTH OF MASSACHUSETTS

Executive Office of Energy and Environmental Affairs

MDAR- MASSACHUSETTS DEPARTMENT OF AGRICULTURAL RESOURCES

100 Cambridge Street, 9th Floor

BOSTON, MA 02114

DEPARTMENTAL REQUEST FOR RESPONSE (RFR)

Bid #: BD-25-1002-1003-001-113418

RFR File # AGR-APPRAISERS-FY26

FOR

Real Property Appraisers Qualified Contractor List

This is a Rolling RFR. Proposals will be accepted until March 1, 2033.

Purchasing Department: MA Department of Agricultural Resources Address: 100 Cambridge St. 9th Floor, Boston, MA 02114 Procurement Contact: Robert Monahan Email: robert.monahan@mass.gov mailto:@mass.gov

DEPARTMENTAL REQUEST FOR RESPONSE

Real Property Appraisers Qualified Contractor List

RFR # AGR-APPRAISERS-FY26

ISSUE DATE: 04-01-2025

Purchasing Department Department of Agricultural Resources Address 100 Cambridge Street, 9th Floor, Boston MA 02114 Procurement Contact Robert Monahan E-Mail Address Robert.monahan@mass.gov RFR Name/Title Real Property Appraisers Qualified Contractor List RFR Number AGR-APPRAISERS-FY26 COMMBUYS Bid Number BD-25-1002-1003-001-113418 UNSPSC Code 80-13-00, Real Estate Services

1. Description or Purpose of Procurement:

The Massachusetts Department of Agricultural Resources (MDAR) invites responses from experienced certified real property appraisers to conduct appraisals and/or prepare technical review appraisals on proposed property interest acquisitions (fee, conservation restriction, conservation easement, deed restriction). Bidders that have been determined to meet the criteria and necessary qualifications of a Qualified Contractor will execute a Standard Contract Form with the Purchasing Department (MDAR). The resulting contracts can be utilized by all authorized Departments including, the Department of Conservation and Recreation (DCR), the Department of Fish and Game (DFG), and/or the Executive Office of Energy and Environmental Affairs (EOEEA), (collectively, the “Departments”).

1.1. SELECTED APPLICANTS:

Applicants awarded a contract with the MDAR will be added to a Qualified Contractor List so that the Departments have a ready source of Contractors when needed. Qualified Contractor Lists do not guarantee work for any Contractor and the Department is under no legal obligation to use all of the Qualified Contractors. The individual Department will issue Request for Quotes when seeking a Contractor of a specific engagement.

1.2. ELIGIBLE APPLICANTS:

• All appraisers must have at least three (3) years’ experience in appraising open land at its highest and best use.

• Appraisers must be certified as a General Appraiser in Massachusetts and be in good standing with the licensing authority where the credential was issued.

• Appraisers must have demonstrated competency in compliance with Uniform Standards of Professional Appraisal Practice (USPAP).

• Individual state agency Departments may have their own appraisal specifications, contact individual agencies to obtain a copy of said specifications. All appraisals must be conducted according to the specific Department specifications.

mailto:Robert.monahan@mass.gov

Real Property Appraisers Qualified Contractor List

RFR # AGR-APPRAISERS-FY26

• To be considered for the preparation of appraisal reports related to the federal Forest Legacy Program or other federal programs, an appraiser may also have to have additional qualifications, such as competency in compliance with Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA aka Yellow Book), which will be discussed with the appraiser prior to appraisal assignment.

Note: That all specifications are subject to (and expected to) change. All selected vendors will receive any changes to the specifications as timely as possible for them to complete their projects.

1.3. ANTICIPATED EXPENDITURES AND COMPENSATION STRUCTURE

Anticipated expenditures are subject to project-specific quotes submitted by vendors from the Qualified Contractors List. When a Department needs appraisal services performed on a specific project, one or more vendors from the Qualified Contractors List will be contacted by the Department via a COMMBUYS Request for Quote or informed of any special considerations or instructions for the project. Vendors will be asked to provide a project specific bid and a period of performance for completing the project. All such bids must include all costs associated with the completion of the project, including costs for clerical functions, typing, insurance, telephone, facsimiles, and other incidental expenses. Costs which are not specifically identified in the vendor’s bid and accepted by the Department as part of the bid, will not be compensated under any contract awarded pursuant to this RFR.

The vendor whose project specific bid offers the best value to the Department will be selected for that specific project. Performance of services by the selected vendor shall begin with a written Notice to Proceed from the Department. The Department’s determination of best value may include consideration of the project specific bids regarding overall cost, period of performance for completing the project, the Department’s determination of a vendor’s suitability to a specific project, and the Department’s prior experience with vendors submitting project specific bids. If none of the project specific bids received meets the Department’s needs the Department may solicit additional proposals.

If the selected vendor does not complete the specified work by the agreed upon delivery date liquidated damages may be assessed against the vendor until the work is delivered. If work delivered to the Department is found not to comply with the standards of performance of the assignment, liquidated damages may be assessed from the date the vendor is notified of the inadequacies until and adequate work product is delivered to the Department.

Additional terms and conditions for payments and compensation can be found in Attachment C (Scope of Services and Additional Terms and Conditions) as well. Attachment C shall be included in all contracts executed with vendors in response to this RFR.

RFR # AGR-APPRAISERS-FY26

1.4. CONTRACT PERFORMANCE AND SPECIFICATIONS

A. Appraisers on Qualified Contractors List will be expected to:

a. Appraise property for its full fair market value (highest and best use “before” restriction).

b. Appraise property for its full fair market after value (highest and best use “after” restriction).

B. Appraisers on Qualified Contractors List may also be expected to perform complete technical reviews or supplemental reviews on appraisals that have been prepared in accordance with “A” above.

C. All work shall be performed in accordance with the then-current Executive Office of Energy and Environmental Affairs (EOEEA) Specifications for Analytical Narrative Appraisal Reports (see Attachment D), Specifications and Scope of Work for Appraisals of Real Property for the Agricultural Conservation Easement Program Agricultural Land Easement Component (ACEP-ALE) (see Attachment E), the Uniform Appraisal Standards for Federal Land Acquisitions (Click Here for link to Attachment F-https://www.justice.gov/d9/enrd/legacy/2015/04/13/uniform-appraisal-standards.pdf ) or other specifications if so indicated in the Department’s request for project specific bids.

Appraisers will be notified of exact specifications at the time of each appraisal assignment.

D. Each Department will be responsible for assigning their own specific projects to appraisers.

Appraisals must be performed and finalized in a timely manner and in compliance with schedules and formats provided by the assigning Department.

E. Appraisal services will be needed at locations throughout the Commonwealth. Appraisers are asked to specify geographically preferences in their Response, if any.

F. Each Department will have the option to compensate appraisers based upon either unit-based or project-based compensation to be determined at the time of each assignment.

G. Appraisers may also be required to perform appraisal related functions for authorized Departments such as researching, reporting and validating sales of restricted land, evaluating appraisal reports for adherence to specifications and appropriateness of appraisal methodology, updating existing appraisal reports, and other related assignments as assigned.

H. Appraisers receiving assignments may be required to subcontract for related work such as soil testing, land planning and other related services.

https://www.justice.gov/d9/enrd/legacy/2015/04/13/uniform-appraisal-standards.pdf

RFR # AGR-APPRAISERS-FY26

1.5. INSTRUCTIONS FOR APPLICATION PREPARATION FOR SUBMISSION:

Interested applicants must submit the following, via COMMBUYS to be considered complete proposals:

• Completed Attachment A- Appraisal Services Cover Sheet (Required)

• Completed Attachment B- Prompt Pay Discount Form (Required)

• Then your Proposal should include:

o A cover letter which expressly states the Bidder’s ability to meet the necessary qualifications listed above and the Bidder’s agreement to abide by all terms set out in the RFR and all documents referenced herein.

o Number of years of experience preparing technical reviews of conservation easement appraisals, and names, dates of at least one appraisal review course and one course on the valuation of conservation easements.

o A list of all appraisers’ qualifications, including relevant qualifications/competencies related to USPAP, and UASFLA if applicable.

o Resume for all appraisers within a firm who will be completing appraisal assignments o Names, titles and credentials of any subordinates or sub-contractors whose services the appraiser routinely utilized in relation to any work performed.

o A specific schedule of rates/fees. If selected for inclusion on the Qualified Contractors List, this rate/fee schedule will be included as an attachment to the vendor’s executed contract. Include:

Hourly rate charged by appraiser;

Additional flat fees o Estimated cost of a complete before/after appraisal of a typical 100-acre property utilizing the EOEEA Specifications and also utilizing the Uniform Appraisal Standards for Federal Land Acquisitions if applicable o Sample of a recent conservation easement appraisal of a property for it’s “before” and “after” value.

Documents should be combined into as few attachments as possible.

COMMBUYS Submission Requirement:

Only electronic quotes submitted via COMMBUYS will be accepted in response to this RFR.

Responses must be sent via the “Create Quote” functionality in COMMBUYS. For instructions concerning how to submit a Quote, please see Appendix B, C and D.

Any submission which fails to meet the submission requirements of the RFR will be found non-responsive without further evaluation unless the evaluation team, at its discretion, determines that the non-compliance is insubstantial and can be corrected. In these cases, the evaluation team may allow the vendor to make minor corrections to the submission.

https://www.commbuys.com/bso/

RFR # AGR-APPRAISERS-FY26

1.6. EVALUATION CRITERIA:

While all businesses, no matter the size or principal place of business, may submit responses to this solicitation, SBPP participants are encouraged to respond. Those that meet the best value criteria as described in this solicitation, the SBPP participant shall be awarded the contract.

Contractors must submit responses that meet all the submission requirements of the RFR. Only responsive proposals that meet the submission requirements will be evaluated, scored, and ranked by the evaluation team according to the evaluation criteria. Additional information may be requested for evaluation purposes.

In order for a Bidder to be eligible for inclusion on the Qualified Contractors List, a Bidder:

• Must have at least three (3) years’ experience in appraising open land at its highest and best use. Appraisers with experience preparing appraisals for authorized Departments will be evaluated for quality and timeliness of previous work submissions

• Must have the ability to perform these services to the satisfaction of the Department;

• Must state in writing their agreement to abide by all terms set out in the RFR and all documents referenced herein;

• Must have previous experience preparing Before and After Appraisals for the

Agricultural Preservation Restriction (APR) Program in order to be considered by MDAR for the assignment of researching and documenting sales of properties subject to an

(APR);

• Must have previous experience preparing Before and After Appraisals for the APR Program AND preparing technical reviews of APR Appraisals. in order to be considered by MDAR for assignment of evaluation of agricultural value appraisals for 1) adherence to “Guidelines for Agricultural Appraisals for Farms Subject to an Agricultural Restriction” and 2) adherence to specifications and appropriateness of appraisal methodology contained in the appraisal.

1.7. REVIEW PROCESS:

Submissions will be accepted during the entire contract period and the RFR will remain open and interested applicants who submit a complete proposal will be evaluated based on their experience, references, and meeting the licensure requirements. Those applicants who meet the criteria will be added to a Qualified Contractor List (master agreement) and be eligible to participate in the Program.

RFR # AGR-APPRAISERS-FY26

2. Applicable Procurement Law Check Type of Purchase Applicable Laws

Executive Branch Goods & Services Goods and Services MGL c. 7, § 22; c. 30, § 51, § 52; 801 CMR 21.00

3. Bid Calendar Type:

Check Category ROLLING- Submissions will be accepted during the entire period listed below.

Bidders may submit a Response up to and including the Last Submission Date, March 1, 2033.

4. Acquisition Method:

Check Category

Fee-For-Service

5. Estimated Value of the Contract Check Annual Estimate Per Vendor, Per Department

Small Procurement (</= $250,000)

Large Procurement (> $250,000)

6. Whether Single or Multiple Contractors are Required for Contract:

Check Number of Contractors

Single Contractor

Multiple Contractors

7. Entities Eligible to Use the Resulting Contract Check Eligible Entities

Limited User Contract – Restricted to Use by Defined Entities Only:

• DAR- Department of Agricultural Resources

• DCR- Department of Conservation and Recreation

• DFG- Department of Fish and Game (DFG)

• EOEEA- Executive Office of Energy and Environmental Affairs (EOEEA)

Additional Departments may be authorized to utilize this procurement as needed without a formal amendment of the procurement. Any Department that wishes to be added to the list of authorized Departments must contact the Procurement Team Leader. Vendors on the Qualified Contractors List will be notified if additional authorized Departments are added.

Contracts issued under this Procurement will be Limited Departmental Contracts executed between the Vendor and the Departments and will not be considered a Statewide Vendor or Contract.

RFR # AGR-APPRAISERS-FY26

8. Expected Duration of Contract (Initial Duration and any Options to Renew):

Contract Duration

Number of Options

Number or Years/Months Instructions

Initial Duration

Up to eight years depending on contract Effective Start Date

The earliest contract Effective Start Date will be July 1, 2025. The contract end date will be June 30, 2033, regardless of the Effective Start Date of the contract.

Renewal Options None None There will be no options to renew.

Total Maximum Contract Duration

Up to eight years depending on contract Effective Start Date

The earliest contract Effective Start Date will be July 1, 2025.

Applications will be evaluated and awarded on a rolling basis.

The contract end date will be June 30, 2033, regardless of the Effective Start Date of the contract.

The Purchasing Department may execute a contract with a Bidder that is determined to meet the criteria and necessary qualifications of a Qualified Contractor up to the COMMBUYS Opening Date of May 31, 2033.

Existing Contracts can be amended by the Department during Contract duration as needed and agreed upon terms with the Vendor(s).

The contract end date will be June 30, 2033, regardless of the Effective Start Date of the contract.

9. Fiscal Terms:

9.1.1. Commonwealth Tax Exemption: Invoices or invoices submitted to Massachusetts government entities must not include sales tax.

9.1.2. Prompt Payment Discount Form: Complete as directed below; include with online submission. Pursuant to the Prompt Payment Discount terms set forth in the RFR Required Specifications for Contracts and on the Prompt Payment Discount Form itself, all Bidders must execute this form. After entering the “Bidder Name” and “Date of Offer for Prompt/Early Payment Discount,” the Bidder must identify the prompt payment discount(s) terms by indicating the “Percentage Discount off of the Proposed Pricing” and the “Turn-around-time for Payments.” In the event of a hardship that prevents the Bidder from offering a prompt payment discount, the Bidder must document this fact and provide supporting information. If awarded a contract, the final negotiated prompt payment discounts should be reflected on the Commonwealth Standard Contract Form.

RFR # AGR-APPRAISERS-FY26

9.1.3. Payment Terms: Contractor shall submit monthly invoices, including a detailed report showing completed, agreed services provided. Payments are processed within a 45 day payment cycle through EFT, in accordance with the Commonwealth Bill Paying Policy for investment and cash flow purposes. Departments may NOT negotiate accelerated payments and Payees are NOT entitled to accelerated payments UNLESS a prompt payment discount (PPD) is provided to support the Commonwealth’s loss of investment earnings for this earlier payment, or unless a payment is legally mandated to be made in less than 45 days.

9.1.4. Commonwealth Terms & Conditions: Vendors may submit a copy of their standard agreement terms and conditions for review and to be incorporated. However, the Commonwealth of Massachusetts Terms & Conditions supersede any vendor’s terms and conditions, and all vendors are required to agree to the Commonwealth of Massachusetts Terms & Conditions as a condition of contracting with the Department by only signing the Commonwealth Standard Contract Form.

9.1.5. Deliverable Ownership & Credit Due: Copies of all materials created by the Contractor shall be submitted to the Department. At no point shall the Contractor hold him or herself out as an employee of the Department, utilize Department letterhead or logos, or any other Department materials without the express written consent of the Department.

10. SMALL BUSINESS PURCHASING PROGRAM (SBPP): APPLICABLE

As the estimated annual value, Per Vendor, Per Department is less than $250,000.00.

10.1. Program Background

The Massachusetts Small Business Purchasing Program (SBPP) was established pursuant to Executive Order 599 to increase state contracting opportunities with small businesses having their principal place of business within the Commonwealth of Massachusetts. Pursuant to the SBPP, it is the intention of the issuing department to award this Small Procurement to one or more SBPP participating business(es) as described below

10.2. SBPP Award Preference

While all businesses, no matter the size or principal place of business, may submit responses to this solicitation, should an SBPP participant respond and meet the best value criteria as described in this solicitation, the SBPP participant shall be awarded the contract. The Strategic Sourcing Services Team (SSST) will not evaluate submissions from non-SBPP participants unless no SBPP Bidder meets the SSST’s best value evaluation criteria.

10.3. SBPP Participation Eligibility

To be eligible to participate in this procurement as an SBPP participant, an entity must meet the following criteria, and be marked as an SBPP-registered business in COMMBUYS:

1. Have its principal place of business in the Commonwealth of Massachusetts;

2. Been in business for at least one year;

https://www.mass.gov/sbpp https://www.mass.gov/executive-orders/no-599-reaffirming-programs-to-ensure-diversity-equity-and-inclusion-for-diverse-and-small-massachusetts-businesses-in-state-procurement-and-contracting https://www.commbuys.com/bso/

RFR # AGR-APPRAISERS-FY26

3. Employ a combined total of 50 or fewer full-time equivalent employees in all locations, or employees work less than a combined total of 26,000 hours per quarter; and

4. Have gross revenues, as reported on appropriate tax forms, of $15 million or less, based on a three-year average.

5. Non-profit firms also must be registered as a non-profit or charitable organization with the MA Attorney General’s Office and be up to date with all filings required by that office and be tax exempt under Section 501(c) of the Internal Revenue Code.

10.4. SBPP Compliance Requirements

It is the responsibility of the Bidder to ensure that their SBPP status is current at the time of submitting a response and throughout the life of any resulting contract. Misrepresentation of SBPP status will result in disqualification from consideration, and may result in debarment, contract termination, and other actions. To learn more about the SBPP, including how to apply, visit the SBPP Webpage.

10.5. Program Resources and Assistance

Bidders and Contractors seeking assistance regarding SBPP may visit the SBPP webpage, http://www.mass.gov/sbpp, or contact the SBPP Help Desk at sbpp@mass.gov.

11. SUPPLIER DIVERISITY PLAN (SDP): NOT APPLICABLE

As the estimated annual value, Per Vendor, Per Department is less than $250,000.00

Program Background for Reference:

Pursuant to Executive Order 599the Commonwealth’s Supplier Diversity Program (SDP) promotes business-to-business relationships between awarded Contractors and diverse businesses and non-profit organizations (“SDP Partners”) certified or recognized (see link for more information) by the Supplier Diversity Office (SDO).

Bidders and Contractors are strongly encouraged to create a profile on the SDO’s Supplier Diversity Hub to access the Commonwealth’s supplier diversity resources and tools.

12. ENVIRIONMENTALLY PREFERABLE PRODUCTS:

Products and services purchased by state agencies must be in compliance with Executive Order 515, issued October 27, 2009. Under this Executive Order, Executive Departments are required to reduce their impact on the environment and enhance public health by procuring environmentally preferable products and services (EPPs) whenever such products and services perform to satisfactory standards and represent best value, consistent with 801 CMR 21.00. In line with this directive, all Contracts, whether departmental or statewide, must comply with the specifications and guidelines established by OSD and the EPP Program. EPPs are products and services that help to conserve natural resources, reduce waste, protect public health and the environment, and promote the use of clean technologies, recycled materials, and less toxic products. Bid responses must identify how a contractor meets these goals.

http://www.mass.gov/sbpp http://www.mass.gov/sbpp mailto:sbpp@mass.gov https://www.mass.gov/executive-orders/no-599-reaffirming-programs-to-ensure-diversity-equity-and-inclusion-for-diverse-and-small-massachusetts-businesses-in-state-procurement-and-contracting https://www.mass.gov/info-details/learn-about-the-supplier-diversity-program-sdp https://www.mass.gov/supplier-diversity-office https://www.mass.gov/executive-orders/no-515-establishing-an-environmental-purchasing-policy?_ga=2.237660352.1741219494.1633353146-758386467.1632336759

RFR # AGR-APPRAISERS-FY26

13. ESITMATED PROCUREMENT CALENDAR

Procurement Activity Date Bid Release Date Deadline for Responses (“Bid Opening Date/Time” in COMMBUYS) Applications accepted through March 1, 2033

Notification of Apparent Successful Bidder(s) (Estimated)

Applications will be evaluated on a Rolling Basis and awardees will be notified as Approved by the Department

Estimated Contract Start Date: This is the approximate start date. The actual start date will be the Contract Effective Date.

Earliest Contract shall begin July 1, 2025

Contract End Date: The contract end date will be June 30, 2033, regardless of the Effective Start Date of the contract.

Bidders are required to monitor COMMBUYS for changes to the procurement calendar for this Bid.

14. RFR DISTRIBUTION METHOD:

This RFR has been distributed by MDAR’s Farm and Market Newsletter, posted to the program’s website at www.mass.gov/agr, and by a distribution list of requested applicants.

This RFR has been distributed electronically via COMMBUYS. It is the responsibility of every applicant to check COMMBUYS for any addenda or modifications to an RFR to which they intend to respond. The Commonwealth of Massachusetts and its subdivisions accept no liability and will provide no accommodations to applicants who fail to check for amended RFRs and submit inadequate or incorrect responses. Potential Respondents are advised to check the “last change” field on the summary page of RFRs for which they intend to submit a response to ensure they have the most recent RFR files.

Respondents may not alter RFR language or any RFR component files. Those submitting a proposal must respond in accordance with the RFR directions and complete only those sections that prompt a Respondent for a response. Modifications to the body of this RFR, specifications, terms and conditions, or which change the intent of this RFR are prohibited. Any unauthorized alterations will disqualify response.

15. ONLINE QUESTIONS (COMMBUYS Bid Q&A):

Written Questions must be entered using the “Bid Q&A” tab for the Bid in COMMBUYS no later than the “Online Questions Due” date and time indicated in the Estimated Procurement Calendar (above). The issuing department reserves the right to not respond to questions submitted after this date. It is the Bidder’s responsibility to verify receipt of questions.

Written questions and responses will be posted on the Bid Q&A Tab for this Bid in COMMBUYS.

March 20, 2025 http://www.mass.gov/agr

RFR # AGR-APPRAISERS-FY26

16. Required Forms Responses to this RFR must contain the following documents (X), as well as any additional required documents detailed in section 1.5 INSTRUCTIONS FOR APPLICATION PREPARATION FOR SUBMISSION:

Check if REQUIRED Form/Document Notes/Instructions

Attachment A- Appraisal Services Cover Sheet Electronic Submission

Attachment B- Prompt Pay Discount Form Electronic Submission

Applicant’s Own Proposal Documents- see Section 1.5 for requirements to include in your proposal.

Electronic Submission

Required only if awarded a contract with the Department.

1. Standard Contract Form& Instructions

2. Commonwealth Terms and Conditions

3. Contractor Authorized Signatory Listing

4. W9- Tax Identification Form

5. EFT- Electronic Funds Transfer Form

Posted with the Bid on COMMBUYS. For reference only now, DO NOT complete.

Additional Environmentally Preferable Products/Practices NA

Supplier Diversity Plan Form (SDP Plan Commitment) NA

Business Reference Form NA- Part of Application Form

The above attachments are available as part of the Bid record on COMMBUYS

17. RFR Attachments

Attachment A: Appraisal Services Cover Sheet (Required with Submission) Attachment B: Prompt Pay Discount Form (Required with Submission) Attachment C: Scope of Services and Additional Terms and Conditions Attachment D: Executive Office of Energy and Environmental Affairs (EOEEA) Specifications for

Analytical Narrative Appraisal Reports Attachment E: Specifications and Scope of Work for Appraisals of Real Property for the Agricultural

Conservation Easement Program Agricultural Land Easement Component (ACEP-ALE) Attachment F: Click Here for Link to Uniform Appraisal Standards for Federal Land Acquisitions )

Appendix A: Required Specifications

Appendix B: Basic Electronic Quote Submission Instructions

Appendix C: Job Aid- How to Register as a Vendor in COMMBUYS

Appendix D: Detailed Electronic Quote Submission Instructions in COMMBUYS.

http://www.commbuys.com/ https://www.justice.gov/d9/enrd/legacy/2015/04/13/uniform-appraisal-standards.pdf

EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS

Attachment A: Appraisal Services Cover Sheet

REQUIRED WITH SUBMISSION

RFR#: AGR-APPRAISERS-FY26

Real Property Appraisers Qualified Contractor List

Date:

Legal Name Contact Name

Address Town, State, Zip

Email Phone

SINGLE or MULTI-APPRAISER PRACTICES, please list all individual appraisers who will be preparing appraisal reports. (use a second sheet if more than 4):

# Name Email Phone

1. Please complete the following for each individual appraisers listed above (use a second sheet if more than 4):

Question Enter the Qty or Y/N in the column under the Appraiser’s Number from above:

Appraiser # #1 #2 #3 #4

Number of years preparing before and after open land appraisals?

Previous experience preparing before and after appraisals for EOEEA?

Previous experience reviewing EOEEA appraisals?

Previous experience reviewing ACEP-ALE appraisals for MDAR?

Competency in compliance with UASFLA appraisals?

Previous experience reviewing UASFLA appraisals?

2. Please check off the services for which you would like to be considered.

Services Enter Y or N in the column under the Appraiser’s Number from above:

Appraiser # #1 #2 #3 #4

A Preparation of Before and After Appraisals using EOEEA Specifications B Preparation of Before and After Appraisals using UASFLA Specifications C Preparation of Before and After Appraisals for MDAR using ACEP-ALE Specifications D Preparation of Review Appraisals prepared to EOEEA Specifications E Preparation of Review Appraisals prepared to UASFLA Specifications F Preparation of Review Appraisals prepared to ACEP-ALE Specifications G Evaluation of Agricultural Value Appraisals prepared for MDAR APR-OPAV H Research and Documentation of APR Transfers robert.monahan Highlight

3. Please check off the counties for which you would like to be considered for Before and After Appraisals:

Statewide or select individual counties below

Barnstable Berkshire Bristol Dukes Essex Franklin Franklin Hampden Hampshire Middlesex Nantucket Norfolk Plymouth Worcester

4. Please provide three clients we may contact, for whom the appraiser has prepared reports similar to those required by EOEEA.

# Name/Organization Email Phone

OFFICE OF THE COMPTROLLER

PROMPT PAY DISCOUNT FORM REQUIRED WITH SUBMISSION

info.comptroller@mass.gov

Contractor/Bidder Name

Vendor Code (VCUST) Contract/RFR Number(s)

All contractors/vendors doing business with the Commonwealth must provide a Prompt Payment Discount (PPD) for receiving early payments unless the Contractor/vendor can provide compelling proof that providing a prompt pay discount would be unduly burdensome. Contractors benefit from PPD by increased, usable cash flow as a result of fast and efficient payments for commodities or services rendered. Contractors who agree to accept Electronic Funds Transfer (EFT) increase the prompt pay benefit by ensuring that funds are paid directly to their designated bank accounts, thus eliminating the delay of check clearance policies and traditional mail lead time. Payments processed through the state accounting system (MMARS) can be tracked and verified through the Comptroller’s VendorWeb system using the Vendor/Customer Code assigned to you by a Commonwealth department.

The Commonwealth benefits because contractors reduce the cost of products and services through the applied discount. While Bidders/Contractors have flexibility in determining the actual % discount(s) offered to the Commonwealth, the discount(s) must be identified for 10, 15, 20 and/or 30 days for payment issuance in the column entitled “% Discount Off Proposed Price” below.

The Commonwealth may use the prompt pay discounts submitted as a basis for selection and may negotiate discounts as deemed in the best interest of the Commonwealth. The requirement to offer PPD discounts may be waived by the Commonwealth on a case-by-case basis if participation in the program would be unduly burdensome, provided the specific reason for the hardship is outlined below.

All discounts offered will be taken in cases where the payment issue date is within the specified number of days listed below and in accordance with the Commonwealth’s Bill Paying Policy. Payment days will be measured from the date goods are received and accepted / performance was completed OR the date an invoice is received by the Commonwealth, whichever is later to the date the payment is issued as an EFT (preferred method) or mailed by the State Treasurer. The date of payment “issue” is the date a payment is considered “paid” not the date a payment is “received” by a Contractor.

If internal Bidder/Contractor systems require an alternate method of measuring payment issue dates, the Bidder/Contractor must note the issues below or on an attached page if necessary to be considered by the PMT. In cases where the Bidder/Contractor considers that offering a Prompt Payment Discount would be a hardship, the Bidder must clearly define the issues and reasons for said hardship. Providing volume discounts or other discounts on prices is not considered a hardship, since the PPD provides the additional benefit of early cash flow for the Contractor.

Enter the Prompt Payment Discount percentage (%) off the invoice payment, for each of the payment issue dates listed, if the payment is issued within the specified Payment Issue days. For example:

5% - 10 Days 4% - 15 Days 3% - 20 Days 2% - 30 Days

If no discount is offered enter 0% and complete hardship field.

Prompt Payment Discount % Payment issue date within

% 10 Days % 15 Days % 20 Days % 30 Days

The Contractor is unable to provide a prompt payment discount due to the following hardship

Contractor/Bidder Authorized Signature Date

Contractor/Bidder Authorized Signatory Name Title mailto:CTR-HR@mass.gov https://massfinance.state.ma.us/VendorWeb/vendor.asp robert.monahan Cross-Out

AGR-Appraisers-FY26

ATTACHMENT C

Scope of Services and Additional Terms and Conditions

All appraisal reports must be prepared in accordance with the Department’s project specific bid materials and requirements.

All appraisals must be prepared in accordance with the then-current EOEEA Specifications of Narrative Appraisal Reports, or other specifications indicated in the Department’s request for project specific bids.

In accordance with Section 15 of the Standard Contract Form, the following terms and conditions are in addition to the Commonwealth Terms and Conditions and are hereby incorporated as if set forth in full in said contract.

I. In addition to the provisions of Section 2 of the Commonwealth Terms and Conditions (Payment and Compensation), the following shall also be required:

o It is understood and agreed that the time within which the work is to be performed is of primary importance and of the essence. The Contractor understands and agrees that performance of services shall begin with a written Notice to Proceed from the Department, and that the work embraced will be completed within the timeframe contained therein. The Contractor will proceed with the work in accordance with and in such sequence as set out in the Notice to Proceed for each project assigned to the Contractor, and will in any event furnish and deliver the appraisal reports to the Department as soon as each appraisal report is completed o In the event the appraisal reports do not conform to the terms of the Contract with respect to matters of form or content, they shall be returned to the Contractor in order that the same may be revised, amended, or added to without further compensation being paid by the Department, and liquidated damages may be assessed as set out below for any delays that occur due to non-acceptance.

o In cases where the work embraced in the Contractor is not completed in accordance with the Contract by the time stipulated in the Notice to Proceed, the Contractor shall pay to the Department a designated sum per calendar day for the entire period of overrun in accordance with the following schedule of deductions:

o Original Project Specific Contract Amount:

From More Than To and Including Per Calendar Day $ .00 $ 1,000 $ 10.00 $ 1,000 $ 5,000 $ 25.00 $ 5,000 $ 25,000 $ 50.00 $ 25,000 >$25,000 $ 100.00 o Whatever sum of money that may become due and payable to the Department by the Contractor under this Section may be retained out of money payable to the Contractor in the hands and possession of the Department. It is agreed that this Section shall be construed and treated by the parties to the Contract not as imposing a penalty upon said Contractor for failing to fully complete said work as agreed on or before the time specified in the Notice to Proceed, but as liquidated damages to compensate said Department for additional costs incurred by the Department because of the failure of the Contractor to fully complete said work on or before the date of completion specified in the Notice to Proceed.

o The Contractor shall remain liable for any additional damages which may accrue to the Department as a result of the Contractor’s failure to complete the Contract in a timely fashion.

o If the Contractor performing work under the Contract should be delayed by time out for court work, pre-trial conferences, or additional contracts with the Department concurrent with this Contract, or delayed due to lack of items which were agreed in the Contract to be supplied by the Department, such causes shall be considered, upon specific written request by the Contractor made prior to completion date stipulated in the Notice to Proceed, as adequate reasons for an extension of the completion date without payment of liquidation damages by the Contractor for the time of said extension, which extension of time shall be the equivalent of the time lost due to such causes.

o If the Contractor applies in writing for an extension of time prior to the completion date specified in the Notice to Proceed, because the work provided for in the Notice to Proceed is delayed by other conditions beyond the control of the Contractor and through no fault or negligence on his part, and if, in the opinion of the Department or its duly authorized representative, a delay due to such causes is established, the Department may, upon request, grant an extension of time, reasonably sufficient under relevant circumstances, to enable the Contractor to make up the progress lost as a result of such delay and without payment of a penalty or liquidated damages by the Contractor for the time of said extension.

o If the Contractor refuses or fails to perform the work embraced within the time specified, or any extension thereof, for any reason other than such as may be classified and described as and Act of God, and which refusal or failure has not been accepted by the Department as provided above, the Department may, in accordance with the procedure set out in Section 4 of the Commonwealth Terms and Conditions, terminate the rights of the Contractor to proceed with the project, or with such part or parts thereof as to which there has been a delay, and the Contractor shall be held liable to respond in damages to the Department.

This remedy shall be in addition to and not be precluded by the provision of Section 4 (Contract Termination Or Suspension) of the Commonwealth Terms and Conditions.

o In the event updates and/or revisions are requested by the Department that require significant additional work by the Contractor beyond that encompassed in the original project assignment, the project specific bid may be amended and extra compensation shall be made according to the following schedule:

o UPDATES – Requiring re-evaluation of value based upon analysis of current data:

o Within 1st year - not to exceed 35% of original project fee o Within 2nd year - not to exceed 50% of original project fee o Within 3rd year - not to exceed 75% of original project fee o REVISIONS – Requiring re-analysis of fair market value based on significant changes in underlying assumptions or data concerning the subject property. The fee for such revisions is negotiable, but in no event shall exceed seventy-five percent (75%) of the amount agreed to and stated in the Notice to Proceed.

II. In addition to the provisions set forth in Section 6 of the Commonwealth Terms and Conditions (Confidentiality), the following shall also be required:

o All information contained in appraisal reports prepared under the terms and conditions of the Contract and all parts thereof are to be treated as strictly confidential. The Contractor shall take all necessary steps to ensure that no member of their staff or organization shall divulge any information concerning such appraisal reports to anyone, except with written permission by the Department or by court order. The Contractor’s attention is directed to MGL Chapter 4, Section 7, wherein appraisals performed by or on behalf of the Commonwealth are specifically excluded from those documents defined as a public record.

SPECIFICATIONS FOR ANALYTICAL NARRATIVE

APPRAISAL REPORTS

COMMONWEALTH OF MASSACHUSETTS

EXECUTIVE OFFICE OF ENERGY AND ENVIRONMENTAL AFFAIRS

FEBRUARY 13, 2015

ATTACHMENT D

Executive Office of Energy and Environmental Affairs (EOEEA)

Specifications for Analytical Narrative Appraisal Reports

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SPECIFICATIONS FOR ANALYTICAL NARRATIVE APPRAISAL REPORTS

FEBRUARY 13, 2015

Contents

I. GENERAL

Valuation Methods and Standards

Determination of Appraised Property

Pre-work Meeting

Property Inspection Procedure

Discrepancies

Record Keeping

Agency Approval of Appraiser

II. APPRAISAL REPORT FORMAT

Report Cover and General Requirements

Title Page

Letter of Transmittal

Signed Certification

Summary of Facts and Conclusions

Photographs

Statement of Limiting Conditions and Assumptions

Purpose of the Appraisal

Scope of Work

Legal Description and Title

Area, City/Town, and Neighborhood Data

Favorable and Unfavorable Factors

Real Estate Market Conditions

Property Data

Public Land Use Controls: Zoning and Other Land Use Regulations

Highest and Best Use

Valuation Analysis

Correlation and Final Value Estimate

Less than Fee and Partial Acquisitions

Report Exhibits

III. REVISIONS and UPDATES

IV. APPRAISAL REVIEW REPORTS

V. RESTRICTED APPRAISAL REPORTS

VI. FOR COMMONWEALTH EXPENDITURES OF $20,000 OR LESS

EXHIBIT 1

EXHIBIT 2

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I. GENERAL

Valuation Methods and Standards

In undertaking an appraisal and reporting its results, the selected appraiser, (“Contractor”), shall follow accepted professional appraisal practices as defined by the then current edition of the Uniform Standards of Professional

Appraisal Practice , or “USPAP”, giving consideration to standard valuation methodology. All applicable approaches pertinent to the valuation tasks(s) at hand shall be fully developed, explained, and supported. All calculations must be shown and all assumptions fully documented. Should certain approaches or requirements covered in these specifications not be applicable to the assignment, the contractual obligation shall be fulfilled by identifying that approach or requirement and justifying its omission.

The purpose of the appraisal shall be to determine the fair market value of the appraised property, or interest to be acquired, based on highest and best use. Fair market value shall be defined as the most probable price that a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title to a buyer under conditions whereby: 1) buyer and seller are typically motivated; 2) both parties are well informed or well advised, and acting in what they consider their own best interests; 3) a reasonable time is allowed for exposure in the open market; 4) payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and 5) the price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale.

Appraisal reports will be subject to internal and/or professional review by the Contracting Agency ("Agency") or its designees, the Secretariat of Energy and Environmental Affairs (EEA), and, where federal funds are involved, by the Federal Government. If federal funds are involved, it shall be stated in the Contract Scope of Services and the Contractor must comply with the then current Uniform Appraisal Standards for Federal Land Acquisitions or other applicable specifications, as required by the federal granting authority. This situation will be identified by the Agency prior to initiating an appraisal project. In this case, the Contractor shall comply with both EEA and federal standards; however, if there is an inconsistency between EEA standards and the federal standards, the federal standards shall control.

Appraisal reports may also be subject to review by the Massachusetts Office of the Attorney General when an eminent domain taking by a state agency is contemplated or has occurred. The Contractor's report concerning the subject property may be subject to discovery in a land damage lawsuit filed against the Commonwealth subsequent to the taking. In order to provide for this circumstance, the appraisal report and related exhibits shall be adequately prepared and retained for trial. If an eminent domain taking is contemplated, it shall be stated in the

Contractor’s Project Specific Scope of Work. All reports prepared at the direction of an Agency shall be prepared in compliance with the USPAP applicable as of the effective valuation date, as well as EEA specifications outlined herein. (Note that in the event of an involuntary taking, the appraisal must be updated as of the date of the taking.) Unless directed otherwise by appropriate Agency officials, the results of all appraisals will be conveyed as self-contained reports with all pertinent items and factors clearly described, fully substantiated, and justified in every respect. A reviewer or other user of the report should have no doubt as to the conclusions set forth in the report and readily conclude that value estimates are credible. If the Agency reviewer finds deficiencies or items which, require revision, further substantiation, or justification to conform with these standards, revisions must be performed by the Contractor at his or her expense and ultimately result in a work product that is acceptable to the Agency.

Determination of Appraised Property

Acquisitions made by the Commonwealth can have many forms, and it obviously is critical that an appraisal identify the correct parcel(s) and/or property interests to be appraised. Typically, purchase of the fee ownership in an entire property is relatively straight forward in terms of identifying the appraised property. However, items such as potential severance damage or enhancement to other property under the same ownership must be considered by the Contractor. In the case of partial fee acquisitions or acquisitions of a property interest other than the fee (conservation restrictions, easements, etc.) care shall be taken not to miss severance issues or possible

1 Uniform Standards of Professional Appraisal Practice, produced by the Appraisal Standards Board, The Appraisal Foundation, Authorized by Congress as the Source of Appraisal Standards and Appraiser Qualifications. http://www.uspap.org/. 2014-2015 Edition.

http://www.uspap.org/

P a g e | 3 enhancement, as necessary. These issues may be discussed with appropriate Agency personnel at a pre-work meeting or as early as possible in the appraisal process. If the property being appraised includes water rights, mineral rights, or suspected mineral values, fixture values, crop values, or timber values these may also be discussed at the pre-work meeting. If the valuation of the property requires the use of a consulting report this may also be discussed and approvals obtained from Agency personnel at the pre-work meeting or as early as possible in the appraisal process.

Pre-work Meeting

A pre-work meeting between the Agency and the Contractor may be required by the Agency. If such a meeting is required, it shall be so stated in the Contract Scope of Services. The purpose of the meeting is to review the contract scope of services and address any special requirements. At this time or otherwise prior to initiating the appraisal project, any extraordinary assumptions (if known) or hypothetical conditions should be reviewed with and approved by appropriate Agency personnel. The meeting will be held at a mutually convenient location selected by the Agency. Attendance at a pre-work meeting should be considered by the Contractor in preparing his or her fee quote.

Property Inspection Procedure

The Contractor shall invite the owner of the appraised property (or designated representative thereof) to accompany the Contractor during inspection of the property. To allow the landowner time to make necessary arrangements, the invitation should be made appropriately in advance of the planned inspection date. The

Contractor shall consider any information the landowner may provide and describe and account for that which is relevant to valuation. However, the Contractor must use his or her best judgment as to the usefulness of any information provided by the landowner.

The Contractor shall document the invitation to the landowner on the Owners Property Inspection Certificate form provided by the Agency (See Exhibit 1) and include this signed form in the addenda of the appraisal report.

Discrepancies

The Contractor shall immediately inform the Agency as to any discrepancies discovered between information related to the description, acreage, or pertinent characteristics of the property provided by the Agency and that gleaned from his or her research.