Sol_140D0423Q0457_Amd_0002.pdf

(x)

140D0423Q0457 x x

1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted ; or (c) By separate letter or electronic communication which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGEMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN REJECTION OF YOUR

OFFER. If by virtue of this amendment you desire to change an offer already submitted , such change may be made by letter or electronic communication, provided each letter or electronic communication makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

x

Herndon VA 20170

D55

Suite 2000A 381 Elden Street Acquisition Services Directorate Interior Business Center, AQD

04/24/20230002

13. THIS ITEM ONLY APPLIES TO MODIFICATION OF CONTRACTS/ORDERS. IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

12. ACCOUNTING AND APPROPRIATION DATA (If required) is not extended.is extended, Items 8 and 15, and returning

Offers must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended , by one of the following methods: (a) By completing

The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offers

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

8. NAME AND ADDRESS OF CONTRACTOR (No., street, county, State and ZIP Code)

7. ADMINISTERED BY (If other than Item 6)CODE 6. ISSUED BY

PAGE OF PAGES

4. REQUISITION/PURCHASE REQ. NO.3. EFFECTIVE DATE2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO. (If applicable)

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

03/29/2023

CHECK ONE A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE CONTRACT

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority) appropriation data, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(b).

E. IMPORTANT: Contractor is not is required to sign this document and return __________________ copies to the issuing office.

ORDER NO. IN ITEM 10A.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

Solicitation 140D0423Q0457 is hereby amended. Please see remarks page.

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)15A. NAME AND TITLE OF SIGNER (Type or print)

15C. DATE SIGNED 16B. UNITED STATES OF AMERICA 15B. CONTRACTOR/OFFEROR 16C. DATE SIGNED

(Signature of person authorized to sign) (Signature of Contracting Officer)

Jacqueline Hernandez

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

Except as provided herein, all terms and conditions of the document referenced in Item 9 A or 10A, as heretofore changed, remains unchanged and in full force and effect .

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

Solicitation 140D0423Q0457 is hereby amended to:

1. Extend the submission of intent due date to 5 P.M. EST on 4/25/2023.

2. Extend the questions due date to 5 P.M. EST on 4/26/2023.

3. Extend the close date to 5 P.M. EST on 5/1/2023.

4. Change the Set-Aside type from an Indian Small Business Economic Enterprise (ISBEE) Set-

Aside to a 100% Small Business Set-aside.

5. Update “Certified General Appraiser” to “Licensed or Certified Residential Appraiser” in the

Technical Qualification Section as well as in the Statement of Work Section of the solicitation.

6. No other changes to the solicitation have been made.

TEHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR A: TECHNICAL QUALIFICATIONS

➢ Factor 1 - State Certification

a. State Certification: The appraiser must hold a current License or Certified Residential

Appraiser license from the State of Dakota as demonstrated by a copy of their State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of South Dakota. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a copy of his/her current state license.

➢ Factor 2 - Technical Acceptability

a. Experience for Assignment: Both geographical competency and technical competency will be considered. The contractor shall provide a standard Appraiser's Statement of Qualifications and a signed quote letter that describes and attests to the following:

i. Identify years of experience appraising comparable tracts of improved properties and unimproved land within similar areas of South Dakota.

ii. Identify years of experience appraising lands for federal sale or acquisition under both USPAP and UASFLA guidelines.

iii. Provide a list of at least three (3) appraisal assignments for similar land in South Dakota, completed within the past ten years. The list should include location, acreage, improved or unimproved, date of report or date of value and zoning.

iv. Provide years of appraisal experience as a License or Certified Residential Appraiser, professional affiliations, and designations.

v. A designation from a recognized professional appraisal organization will be considered but is not required please submit documentation of the same.

Amendment – 140D0423Q0457-0002

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal must be identified in the quote and a statement of qualifications and copy of license or permit must be provided for each individual. Those qualifications will be considered in the evaluation of quotes, with emphasis on professional designations and license, years of appraisal experience, and extend of education applicable to the appraisal of rural real estate. An expanded description of these qualifications for any key associates is recommended and may be included in the quote. Sub-contracting of this assignment is not permissible.

➢ Factor 3 – Past Performance

a. Submit a list of the USPAP compliant appraisal reports that the appraiser(s) have performed in the last five (5) years. Include property type, general location, agency, contact information, etc. If completed for the AVSO or its predecessor organizations ITPVD or OVS the above information can be substituted by including the OASIS number or the case number.

b. Submit one sample of comparable sale write up sheet for vacant land comparable sale and one sample of comparable sale write up sheet for an improved comparable sale.

➢ Factor 4 – Delivery/Inspection Date The target date for the initial appraisal report is within 90 days from the award of the contract. If the target dates are not achievable, then the contractor may provide alternative delivery dates up to 90 days and the reason for the later delivery. Early delivery is preferable.

➢ Factor 5 – Price Quote A. The Quoter must provide a firm-fixed price quote with any and all discounts applied for all the work to complete the assignment described in the Statement of Work (SOW).

B. Price quotes will be evaluated for completeness and reasonableness.

EVALUATION OF QUOTATIONS

52.212-2 Evaluation-Commercial Products and Commercial Services (Nov 2021)

a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Award of this Purchase Order will be made on a Best Value/Trade Off basis.

The following factors shall be used to evaluate offers: Technical, Past Performance, and Price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

Further past performance determinations in federal contracting shall be made through a review of relevant information listed within the System of Award Management (SAM) and the Contractor Performance Assessment Reporting System (CPARS).

• All offerors are required to have an active Unique Entity Identifier (UEI) and be registered in www.SAM.gov prior to submission of quotation. **Note, the UEI replaced the DUNS number on April 4, 2022.

**SUBMISSION OF INTENT**

The Contractor is requested to notify Ann T. Woodall, Contract Specialist (CS), via email at ann_woodall@ibc.doi.gov and Jacqueline Hernandez, Contracting Officer (CO), via email at jacqueline_hernandez@ibc.doi.gov, of their intent to submit a quote on this order on or before 5:00 PM Eastern Standard Time (EST), April 25, 2023.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00 PM EST, April 26, 2023. All submissions shall reference “Quote – 140D0423Q0457-0002” and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00 PM EST, May 1, 2023. All submissions shall reference “Quote – 140D0423Q0457-0002” and include in the subject line.

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http://www.sam.gov/ mailto:ann_woodall@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:ann_woodall@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

AVIS Case ID - Project No. - Client Agency No.: Please note, AVIS Project No. is the former OASIS Case No.

No. AVIS Case No. AVIS Project No.

Client Reference No. Purpose Lot Sizes

1 163211 A01-340-2022-

16023 HS-2022-01

Residential Market Analysis

2.5 ac - 5 ac

SECTION 1 – Subject Identification & General Information

Identification

Case Name: Cheyenne River Residential Market Analysis Contract – March 2023.

Location: Cheyenne River Reservation, South Dakota.

Acquisition Case Type: Market Analysis for Residential Land Leases.

Acquisition Size: The analysis will include examination of homesite leases on tracts ranging between 2.5 – 5.0 acre within the geographic area of the Cheyenne River Reservation.

Property Type: The analysis will include all types of vacant residential properties.

Client Appraisal and Valuation Services Office (AVSO).

Intended Users The Client, and the Bureau of Indian Affairs -Cheyenne River, AVSO Central Region - Great Plains Area.

Intended Use The intended use of this market analysis is to provide the BIA Agency with sufficient information on payment amounts to assist in their determination of fair market rents or compensation for residential purposes across trust and restricted lands.

Property Description A specific property is not identified only classes of property.

Legal Description A specific property is not identified only classes of property.

Property Rights A right of possession for residential purposes for a specified period. The property rights include those residential lease rights stipulated in the standard-form Lease provided by the BIA.

Personal Property Not applicable.

Property Access Assume legal and physical access.

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SECTION 2 – Appraisal Service Standards & Instructions

Assignment Standards The assignment must conform to the following:

• The Code Federal Regulations, 25 CFR 162.301, Subpart C-Residential Leases

• The market analysis is not considered an appraisal subject to the Standards in the Uniform Standards of Professional Appraisal Practice (USPAP). However, since the market analysis is to be performed by an appraiser, acting as an appraiser, the appraiser must comply with other parts of USPAP, e.g., the Preamble, the Definitions, the Ethics Rule, Competency Rule, and the Jurisdictional Exception Rule.

• The extent of the market rent analysis should be sufficient to accurately characterize the market for such properties including characteristics that may have an impact on rent payments. Recent market transactions of relevant residential leases should be researched, confirmed, and analyzed, including private treaty, public lands and trust or restricted property leases. Care should be exercised to isolate the impact of lease rights in the data that are not included in the subject’s proposed lease.

• Geographical research area for the market study should be focused on the counties that encompass the Cheyenne River reservation.

• Researching Market Data Search for market lease transactions o Search for all residential lease transactions for the past five years o Identify start date, lease term (in years) o Identify property characteristics that would influence the rent of the transactions, e.g., presence of wet and dry utilities, legal and physical access, type of physical access (paved, gravel, dirt, etc.)

o Identify lease price trends if any o Form or arrange by parcel size (common groupings) 2.5 acres & 5 acres o Identify No. of tracts in groupings o Identify annual rental and report in absolute terms and in rent per acre, for each grouping report the range from low to high and perform a simple statistical analysis in terms of the mean, median, mode and standard deviation of the groupings

Definitions

• "FAIR ANNUAL RENTAL". “Fair annual rental” means the amount of rental income that a leased tract of Indian land would most probably command in an open and competitive market.1

• “TRUST OR RESTRICTED STATUS”. Trust or restricted status means:

(1) That the United States holds title to the tract or interest in trust for the benefit of one or more tribes or individual Indians; or

(2) That one or more tribes or individual Indians holds title to the tract or interest but can alienate or encumber it only with the approval of the United States because of limitations in the conveyance instrument under Federal law or limitations in Federal law. 2

Date of Report Conclusions Assignment conclusions should be effective as of the date of report unless otherwise noted by the client or the Appraisal Request.

Extraordinary Assumptions Not applicable.

Hypothetical Conditions Not applicable.

Property Inspection Not applicable.

Pre-Assignment Meeting The appraiser may be required to attend a pre-work meeting with the assigned AVSO review appraiser, the Bureau realty specialist or other bureau representative, and other interested parties. The AVSO review appraiser will coordinate the date and time of the pre-work meeting.

At the discretion of the AVSO review appraiser, the pre-work meeting may be conducted telephonically.

If any significant items of concern from materials researched during the market analysis process that were not discussed in the pre-work meeting, the appraiser must contact the AVSO review appraiser before continuing with the assignment.

Controversies/Issues None are known. Should the appraiser identify controversies or issues during assignment that were not previously discussed with the AVSO review appraiser, the appraiser must immediately notify the AVSO review appraiser before proceeding with the assignment.

1 25 CFR §162.101

2 25 CFR §162.101

Special Appraisal Valuation Instructions:

1. Although communication is encouraged between the Appraiser and the BIA Agency, only the AVSO Review Appraiser in conjunction with AQD Contracting Officer, can modify the market analysis instructions, in writing.

2. The Appraiser may not communicate assignment results to any party other than AVSO unless authorized to do so, in writing.

3. Any communication (written or verbal) between the Appraiser and the BIA Agency shall include the AVSO Review Appraiser.

General Requirements & Instructions:

1. The appraiser must hold a valid license as a License or Certified Residential Appraiser for the jurisdiction in which the market analysis applies and insert a copy of the license within the market analysis report. (Valid credentials include those obtained directly from the jurisdiction, those issued under a reciprocity agreement, and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes).

2. Include copies of the AVSO statement of work, the engagement letter, and any other assignment instructions in the addenda to the market analysis report.

3. Color photographs and maps of comparable properties shall be included in the market analysis. AVSO will accept aerial/satellite photographs for comparable properties unless the satellite images do not accurately represent the property as of the date of inspection.

The appraiser must photograph any unusual property features from the ground.

4. The market analysis will be reviewed for compliance with the terms of this Statement of Work(including all cited standards). Any findings of inadequacy will require clarification and/or correction.

5. The appraiser must consider the market analysis and all DOI internal documents furnished to the appraiser to be confidential. Refer all requests for information concerning the market analysis process to the AVSO review appraiser.

6. AVSO will not normally accept custody of confidential or proprietary information. Should the appraiser find it necessary to rely on confidential or proprietary information, then the appraiser must contact the AVSO review appraiser for instructions prior to delivering the initial market analysis.

7. While the public is not an intended user of the appraisal report, the Freedom of Information Act (FOIA) and bureau policy may result in the release of all or part of the market analysis to others.

8. If proprietary information is intended to be included in the market analysis, the appraiser must gain the concurrence from the AVSO review appraiser and deliver the proprietary information in a separate binder.

SECTION 3 – Performance & Submission Requirements

The appraiser must address any questions regarding assignment instructions and/or technical requirements for the market analysis to the assigned AVSO review appraiser who’s contact information will be provided when the contract is awarded.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting

Initial Market Analysis Report

A pre-work teleconference will be scheduled within 5 business days of the contract award.

An unlocked PDF for the initial market analysis report shall be submitted to the review appraiser within 90 calendar days of the contract award.

Review Period & Comments Provided to Appraiser

Review completion target is 45 days after the initial market analysis report has been received. Any corrections/revisions must be completed and returned to the review appraiser within 10 business days or a total of 15 days in the event of multiple requests for correction or clarification.

Final Market Analysis Report The appraiser will provide a final, electronic copy (PDF) to the review appraiser upon final approval of the market analysis report and within 5 business days of the reviewer’s acceptance and approval of the electronic copy.

SOUTH DAKOTA – CHEYENNE RIVER LOCATION MAP

(END OF STATEMENTS OF WORK)

[END OF AMENDMENT 0002]