Amended Attachment 1 Performance Work Statement.pdf

GRD Land Appraisal Performance Work Statement - Page 1 of 8

Glacier Ranger District Land Appraisal Services Performance Work Statement (PWS)

1. General Information

1.1. Background and Purpose: This is a non-personal services contract for Appraisal Services, located within Glacier Ranger District of the Chugach National Forest. The Government will not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

1.2. Outline of Services: The project consists of one appraisal report per bid item for the specified property. For the purposes of these specifications, any appraisal report will be considered as meeting the “Uniform Standards of Professional Appraisal Practice” (USPAP) requirements for an appraisal report if it has been prepared in accordance with the “Uniform Appraisal Standards for Federal Land Acquisitions” (UASFLA). The report shall provide an estimate of market value for the estate to be appraised and shall conform to the editions of USPAP, published by The Appraisal Foundation, current as of the date of the report, as well as UASFLA. The contract appraiser may be provided a pre-determined date of value for the entire project; otherwise, the date of the value estimate shall be the last date the contract appraiser inspected the appraised property.

1.3. Definition of Terms. Unless specifically defined in the appraisal assignment letter or in either USPAP or UASFLA, definitions of all terms are the same as those found in “The Dictionary of Real Estate Appraisal” (Appraisal Institute), current edition. The UASFLA shall take precedence in any differences among definitions.

The Contractor shall furnish all labor, supervision, management, tools, materials, equipment, facilities, transportation, and other items necessary to provide the services outlined below and described in this Performance Work Statement (PWS).

1.1. Project Location:

US Glacier Ranger District Office 145 Forest Station Rd Girdwood, AK 99587

1.2. Period of Performance:

Base Item 0001 shall be: Six months from Date of Award.

Option Item 0001: if the option Item is exercised, the government will exercise this option concurrent with the findings of the initial report findings. Exercising Option Item 0001 will not increase the Period of Performance of the contract.

1.3. Government Regular Working Hours: The Government's regular working hours are from 0700 to 1700, five days per week, Monday through Friday, except observed Federal holidays. Exceptions to the regular hours of operation are detailed in subsequent sections of this PWS.

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1.4. Federal Observed Holidays: The government observes the following holidays:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day Juneteenth

1.5. Service Interruptions: If any services must be interrupted (even temporarily) due to maintenance of contract work, the Contractor shall notify the CO, and COR at least three working days in advance. If the service is due to an emergency breakdown the Contractor shall notify the CO and COR as soon as practicable.

1.6. Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation (FAR) Subpart 42.5. The CO and/or COR shall meet periodically with the contractor to review the contractor's performance. At these meetings the CO will apprise the Contractor of how the Government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

1.7. Project Manager (PM) or Contractor Representative: Provide an onsite contract representative who shall oversee the performance of the work specified in this contract.

Designate in writing to the CO, the name of the contract representative and an alternate(s) who shall have the authority to authority to act for the Contractor on all contract matters relating to daily operation of this contract. The Contractor’s representative and alternate(s) must have a minimum of mid level management, supervision and operational experience as well as be able to read, write, speak, and understand English. Notify the CO/COR at least 10 work days in advance of any subsequent change of personnel in this position. Replacement personnel shall have the same level or better experience as the person being replaced.

1.8. Quality Assurance: The contractor shall comply with the quality assurance program as defined in the Quality Assurance Surveillance Plan. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable quality level(s) (AQL). Government surveillance of contractor performance is not limited to the Performance Objectives as outlined in this PWS. The Government reserves the right to conduct compliance surveillance of any contractual requirement of this acquisition.

1.9. Contracting Officer’s Representative (COR): A COR may be assigned to this contract to monitor all technical aspects and assist in contract administration. The COR may be authorized to perform the following functions: Assure that the Contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communication with the Contractor concerning technical aspects of the contract; issue written interpretations of technical requirements (without increasing or decreasing contract scope), including Government drawings designs, and specifications; monitor Contractor's performance and notify both the CO and Contractor of deficiencies; and provide site entry of Contractor personnel. The COR is not authorized to change any of the terms and conditions of the contract or any task order.

1.9.1. If clarification of these specifications is needed and/or to arrange for the site inspection and pre-work meeting, the contract appraiser shall contact the assigned staff review

GRD Land Appraisal Performance Work Statement - Page 3 of 8 appraiser, who is also the Contracting Officer Representative (COR). The contract appraiser’s contact with Forest Service officials is limited to the Contracting Officer, the COR, and the Regional Appraiser. The contract appraiser shall notify the assigned COR of any requests for information by other Forest Service officials. Should the appraiser determine that any of the information provided herein or in the case specific appraisal assignment letter is incorrect, or other Forest Service officials provide information that is contrary to the case specific appraisal assignment letter, the appraiser should contact the COR for clarification. Only instructions from the Contracting Officer and/or the COR are valid for this contract.

1.10. Coordination with the Government: Contractor shall notify the COR three working days prior to the day of beginning work in order to coordinate inspection activities during Forest Service business hours, unless otherwise approved in writing by the COR.

2. GENERAL REQUIREMENTS FOR ALL TASKS: Technical Specifications.

2.1. Application of These Specifications: These technical specifications reflect the standards for the appraisal of property to be acquired or conveyed by the Forest Service. Unless defined for the contract appraiser in the assignment, the specifications require the contract appraiser to analyze and determine the larger parcel. If it is determined that the estate to be appraised contains multiple larger parcels, the contract appraiser shall consult with the COR for possible additional direction. For exchanges, the larger parcel will be specifically defined in the Agreement to Initiate (ATI).

2.2. Federal Law Controls: Federal law may differ from the laws of some states and supersedes

State law when they conflict. Accordingly, it is incumbent upon the contract appraiser to understand the applicable Federal law as it affects the appraisal process in the estimation of market value. Federal law is reflected in UASFLA. The specifications in this appraisal contract follow UASFLA format, with emphasis on issues of special concern to the Forest Service. It should not be construed that the contract appraiser is to consider only the emphasized items.

Appraisal reports shall be prepared in compliance with UASFLA standards and Forest Service appraisal instructions provided by the assigned COR and/or the Contracting Officer.

2.3. UASFLA and USPAP Conflicts: Conflicts between UASFLA and USPAP are minimal. When there is conflict, UASFLA takes precedence. It may be necessary to invoke the Jurisdictional Exception Rule to USPAP to meet certain standards of the UASFLA. Invocation of the Jurisdictional Exception Rule should never be invoked lightly and must include citation of the over-riding Federal policy, rule, or regulation that requires it. Any jurisdictional exceptions not specifically cited in the UASFLA shall be discussed with the assigned COR and/or Contracting Officer.

2.4. Comprehensive Review: Federal law requires review of all appraisals by a qualified review appraiser to assure they meet applicable appraisal requirements, including those in UASFLA, Forest Service policy, and these specifications. Compliance with USPAP will also be reviewed.

Findings of deficiency shall be discussed and corrections requested once the appraisal report has been delivered. A value estimate is acceptable for agency use only after the assigned staff review appraiser has approved the appraisal report (FSM 5411).

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2.5. Freedom of Information Act: Freedom of Information Act provisions may result in the release of all or part of the appraisal report to the public. Prepare the report so that:

2.5.1. Analytical methods and techniques are explained (in so far as possible) in a manner understandable to the public, as well as the reviewer.

2.5.2. If providers of information request confidentiality, this information is not included in the report. Confidential information shall be made available to the COR and/or Contracting Officer upon request, but shall not be incorporated in a Forest Service system of records.

2.6. Client and Client Confidentiality: The appraiser has an obligation of confidentiality to the client. Appraisers are to receive and discuss appraisal instructions from the Contracting Officer and COR ONLY. The appraiser is not to provide appraisal information, analyses, or opinions of value to any party (owner, nongovernmental organization (NGO) representatives, or National Forest staff) before the appraisal has been reviewed and approved for Forest Service use by the COR/review appraiser. Inappropriate discussions with third party facilitators, property owners, or the release of appraisal information to unauthorized parties jeopardizes the appraisal process and will be considered a violation of the contract for appraisal services.

2.7. Technical Requirements / Tasks

2.8. TASK 1 – Deliver Appraisal IAW UASFLA requirements with emphasis on issues of special concern to the Forest Service; including, all requirements identified in APPENDIX 1 APPRAISAL SPECIFICATIONS. Format shall contain all elements of APPRAISAL INFORMATION. See APPENDIX 3 MAPS for additional information. The contractor does not have to follow the format; however it is both recommended and required that each item be addressed for acceptance of deliverable. The contractor shall deliver the Appraisal within 45 or 60 days as determined at time of award.

2.8.1. Examination Notice. The contract appraiser shall provide the property owner and the

Government 10 days advance notice of the examination date and shall give the owner, or the designated representative, and the Government an opportunity to accompany the contract appraiser during the inspection of the property. These notices shall be documented in the contract appraiser’s transmittal letter of the appraisal report. The contract appraiser shall certify that the contract appraiser has personally visited the appraised property(ies) and all of the comparable transactions used in the comparative analyses.

2.8.2. Site Inspection. The contract appraiser shall certify that the contract appraiser has personally visited the appraised property(ies) and all of the comparable transactions used in the comparative analyses. It is not the contract appraiser’s responsibility to provide transportation to the land owner or other representatives who may go on the site inspection.

2.8.2.1. Appraisal Report. The contract appraiser selected for the assignment shall make a detailed field inspection of the subject property as identified in the appraisal assignment letter and conduct as many investigations and studies as necessary to derive sound conclusions to prepare the appraisal report.

2.8.3. Time for Contract Performance. The Contractor shall submit to the assigned COR and

Contracting Officer, three original PDF appraisal reports for approval within 45/60/ or

GRD Land Appraisal Performance Work Statement - Page 5 of 8 alternate proposed time frame of calendar days. The Government will then review the appraisal reports for acceptance or recommend revisions. If revisions are necessary, the revised report shall be submitted within 15 days of notification. Upon approval, the last electronic copy in PDF format provided by the appraiser will be considered the final appraisal report. Please note, we are no longer requesting printed copies of the report.

2.8.4. Contract time will proceed according to the following phases. Upon the completion of one phase remaining contract time shall not be carried forward.

2.8.4.1. PHASE 1 – Initial Appraisal Report: 45/60/ or alternate proposed time frame of calendar days - The Contractor shall submit to the Government a signed electronic appraisal report. The appraisal report shall be submitted to the COR within 30 calendar days after the date of value, unless otherwise specified in writing by the Contracting Officer and/or Contracting Officer's Representative

(COR).

2.8.4.2. PHASE 2 – Government review of Initial Report: 30 Calendar days - The

Government shall review the appraisal report for acceptance.

2.8.4.3. PHASE 3 – Contractor Revision - 15 Calendar days - The Contractor shall correct any deficiencies, if any, and submit revised appraisal reports to the Government.

2.8.4.4. PHASE 4 - 15 Calendar days - The Government shall review the revised appraisal reports for acceptance. If deliverable is not in conformance with requirement contractor shall revise report until acceptable.

2.9. TASK 2 – Option Item: Larger Parcel Determined.

2.9.1. After analysis, if the property is determined to have more than one larger parcel based on market research. Apply Task 1 to the larger parcel. Notify the COR as soon as practicable, prior to proceeding with services for the Option Item.

3. Deliverable / Schedule

3.1. The Contractor shall submit all deliverables for this PWS IAW within listed timelines outlined above. Below is a list of all deliverables outlining each objective and due date.

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Key Deliverables

PWS

Para No.

Deliverable Objective Due

PHASE 1 –

2.9.7.1

Initial Appraisal Report

The Contractor shall submit to the Government a signed electronic appraisal report. The appraisal report shall be submitted to the COR within 30 calendar days after the date of value, unless otherwise specified in writing by the Contracting Officer and/or Contracting Officer's Representative (COR).

45/60/ or alternate proposed time frame a calendar days

PHASE 3 –

2.9.7.3

Initial Appraisal Report Revisions

The Contractor shall correct any deficiencies, if any, and submit revised appraisal reports to the Government.

15 Calendar days

TASK 1 –

2.8 Appraisal Report Final Appraisal Report – approved by

COR for agency use.

End of Period of Performance

TASK 2 –

2.9 Appraisal Report

If Option is exercised, deliver a Final Appraisal Report – approved by COR for agency use.

End of Period of Performance

4.0 Government Furnished: The Government will furnish supporting factual information for the appraisal.

5.0 Travel: The government will not be responsible for travel to or form the site location. The Contractor shall be responsible for all travel to and from the work site locations. The Contractor is not responsible for providing any transportation to Government employees.

6.0 Contractor’s Key Personnel:

6.1 State Licensed Appraiser IAW Key Personnel clause.

6.2 Project Manager/Contract Representative responsible for all contractual requirements while on-site during work.

7.0 Performance Requirement Measures

Performance Objective

PWS

Paragraph

Measurement Method

Allowable Performance Deviation

Remedy Amount or Corrective Action

Provide Appraisal Service resulting in delivery of Appraisal

TASK1: 2.8

and all subparagraphs

Appraisal received by the COR for contract compliance

Zero (0)% deviation

Rework at no cost to Government until Appraisal Report is acceptable.

If exercised, provide Appraisal

Task 2: 2.9, 2.9.1

Appraisal received by the COR for

Zero (0)% deviation

Rework at no cost to Government until Appraisal Report is acceptable.

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Service resulting in delivery of Appraisal contract compliance

8.0 Definitions, Acronyms, and Applicable Publications

Contractor: A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

Contracting Officer (CO): a person with the authority to enter into, administer, and/or terminate contracts and make related determinations and findings. The term includes certain authorized representatives of the contracting officer acting within the limits of their authority as delegated by the contracting officer. "Administrative contracting officer (ACO)" refers to a contracting officer who is administering contracts. "Termination contracting officer (TCO)" refers to a contracting officer who is settling terminated contracts. A single contracting officer may be responsible for duties in any or all of these areas. Reference in this regulation (48 CFR chapter 1) to administrative contracting officer or termination contracting officer does not -Require that a duty be performed at a particular office or activity; or -Restrict in any way a contracting officer in the performance of any duty properly assigned.

Contracting Officer’s Representative (COR): means an individual, including a contracting officer’s technical representative (COTR), designated and authorized in writing by the contracting officer to perform specific technical or administrative functions.

Defective Service: A service output that does not meet the standard of performance associated with the Performance Work Statement.

Deliverable: Anything that can be physically delivered but may include non-manufactured things such as meeting minutes or reports.

Government Furnished Property: Property in the possession of, or directly acquired by, the Government and subsequently furnished to the contractor for performance of a contract.

Government-furnished property includes, but is not limited to, spares and property furnished for repair, maintenance, overhaul, or modification. Government-furnished property also includes contractor-acquired property if the contractor-acquired property is a deliverable under a cost contract when accepted by the Government for continued use under the contract.

Non-Personal Services: The personnel rendering the services are not subject, either by the contract’s terms or by the manner of its administration, to the supervision and control usually prevailing in relationships between the government and its employees. Non personal service contracts are authorized by the government in accordance with FAR 37.012, under general contracting authority, and do not require specific statutory authorization.

Quality Assurance: The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

Quality Assurance Surveillance Plan: An organized document written by the government specifying the surveillance methodology used for surveillance of contractor performance.

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Workday: The number of hours per day the Contractor provides services in accordance with the contract.

Work Week: Monday through Friday, unless specified otherwise.

1. Appendix:

APPENDIX 1: APPRAISAL SPECIFICATIONS.

APPRAISAL INFORMATION

APPENDIX 3: MAPS