B09_SA_23Q1179-A1_PR-NWR_(CPs)_0001.pdf

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

• SOLICITATION/AWARD PROCEDURES

• ANTICIPATED AWARD TYPE

• SERVICE AND SUPPLIES

• LINE-ITEM PRICING

• GENERAL REQUIREMENTS

• TECHNICAL QUALIFICATION FOR REQUIREMENT

• FAR 52.212-2 EVALUATION OF QUOTES (Nov 2021)

• SUBMISSION OF QUOTE

• SUBMISSION OF QUESTIONS

STATEMENT OF WORK ………….……………………………………………………………………8

Federal Acquisition Regulation (FAR) CLAUSES……………………………………………………...21

• 52.252-2 Clauses Incorporated by Reference (Feb 1998)

• 52.204-13 System for Award Management Maintenance. (Oct 2018)

• 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020)

• 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014)

• 52.212-4 Contract Terms & Conditions – Commercial Products & Commercial Services

(Dec 2022)

• 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)

• 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—

Commercial Products and Commercial Services (Sep 2023). ……………..………………………21 DIAR 1452.201-70 Authorities and delegations (Sep 2011)

LOCAL CLAUSES

• Disclosure of Information

• DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform

(IPP) (Sep 2017)

PURCHASE ORDER PROVISIONS

• 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

• 52.204-7 System for Award Management (Oct 2018)

• 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020)

• 52.204-22 Alternative Line-Item Proposal (Jan 2017)

• 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Mar 2023)

• 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or

Equipment (Nov 2021)

• 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services

(Dec 2022) ATTACHMENTS: Amendment 1-Attachment 001, Q&A…………………………………………….…46

Amendment 001 Solicitation – 140D0423Q1179

INSTRUCTIONS TO OFFERORS:

PROPERTY DESCRIPTION

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal & Valuation Services Office (AVSO) is issuing a request for quotation for an appraisal report. Agency Case ID: 00215022, AVIS Number: F230096, Case Name: Patoka River NWR Tract, located in Pike County, IN.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with the Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Products and Commercial Services and FAR Part 13 - Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

• Total Small Business Set-Aside

• NAICS Code: 531320; for Offices of Real Estate Appraisers.

• PSC: R411; Support-Professional: Real Property Appraisals

• Type of Contract: Firm-Fixed-Price (FFP)

SERVICE AND SUPPLIES

Requirement are provided in the Statements of Work (Pages 8-12).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 75 calendar days from the date of the Purchase Order (PO) award. If the target delivery date is not achievable, then the contractor may provide justification (workload, vacation, etc.) and propose an alternative delivery date. See Performance/Deliverable Requirements specified in Section 3 of the Statement of Work (SOW).

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

• Agency Case ID: 00215022

• AVIS Number: F230096

• Case Name: Patoka River NWR Tract

• Location: Pike County, IN.

As a FFP requirement, the pricing within an offeror’s quotation shall reflect the cost to perform the assignment to include but not limited to any travel, fees, Government discounts granted.

GENERAL REQUIREMENTS

Cover letter no more than one (1) page that includes:

• Tax Identification Number (TIN)

• Unique Entity Identifier (UEI) *UEI replaced DUNS on April 4, 2022

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR A: TECHNICAL QUALIFICATIONS

1. State Certification: The Offeror must hold a valid Certified General Appraiser’s License, preferably in the

State of Indiana. A temporary practice Certified General Appraiser’s License in the State of Indiana will be considered acceptable. A copy of a valid Certified General Appraiser’s License is required.

2. Technical Acceptability:

a. Experience for Assignment: Both geographical competency and technical competency will be considered. The contractor shall provide a signed proposal letter that describes and attests to the following:

i. Please provide a summary of your years of experience appraising forested tracts and/or mixed- use forested, recreational, agricultural tracts within the general market area of the subject, and/or similar market areas.

ii. Experience in the appraisal of lands with potentially merchantable timber will be considered but is not required (please summarize your experience and briefly explain how the forested element was handled/addressed in the appraisal assignment, and if a timber cruise was deemed necessary).

iii. Successful completion of a course in UASFLA (“Yellow Book”), as demonstrated by an affirmative statement to that effect, including the year of completion of the course, will be considered, but is not required.

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal must be identified in the proposal 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 proposals, with emphasis on professional designations and license, years of appraisal experience, and extent 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 proposal. Sub-contracting of this assignment is not permissible.

(***Answer to Q3)

FACTOR B: PAST PERFORMANCE

Submit a list of three (3) “Yellow Book” compliant appraisal assignments that you have performed in the last five years, with an emphasis on assignments that were located in Indiana and provide contact information for the government reviewer who approved them. “Yellow Book” compliant appraisals completed for Federal agencies are preferred, though assignments completed to UASFLA standards for State agencies will be considered. Please include:

i. Type of property

ii. Location of property (approximate distance from nearest community)

iii. Size of property (acres)

iv. Date of value (month and year)

FACTOR C: DELIVERY/INSPECTION DATE

The target date for initial delivery of the appraisal report to the AVSO Review Appraiser is within 45 days from the date of engagement. Earlier delivery is preferable and will be given consideration but is not requirement.

FACTOR D: 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.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

EVALUATION OF QUOTATIONS

FAR 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, Delivery/Inspection Date 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 Robert Staats, Contract Specialist (CS), via email at robert_staats@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 3:00 PM Mountain Daylight Time (MDT), September 14, 2023.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Robert Staats, CS, via email at robert_staats@ibc.doi.gov and cc Jacqueline Hernandez, CO, via email at jacqueline_hernandez@ibc.doi.gov, on or before 3:00 PM MDT, September 14, 2023. All submissions shall reference “Quote – 140D0423Q1179” and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Robert Staats, CS, via email at robert_staats@ibc.doi.gov and cc Jacqueline Hernandez, CO, via email at jacqueline_hernandez@ibc.doi.gov, on or before 3:00 PM MDT, September 19, 2023. All submissions http://www.sam.gov/ mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov shall reference “Quote – 140D0423Q1179” and include in the subject line.

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Avis Case # 00215022

AVIS Number F230096

SECTION 1 – Subject Identification & General Information

Identification Case Name Patoka River NWR Tract F230096

Location Pike County, IN Acreage 1,688.41 ± acres (proposed acquisition) 1,709.40 ± acres (whole ownership) Property Type Non-Federal Vacant Land Case Type Acquisition

Appraiser’s Client U.S. Department of Interior, Appraisal and Valuation Services Office (AVSO)

Intended Users The intended users of the appraisal report are the Client and U.S. Fish and

Wildlife Service (FWS) on behalf of the United States of America

Intended Use The appraisal report will be used by the FWS in conjunction with negotiating the proposed acquisition of the identified property via a land purchase. It is not intended for any other use.

Property Description The whole property ownership is 1,709.40 ± acres. The property to be appraised is comprised of three vacant tracts reported to consist of 1,688.41 ± acres. The approximately 21 acres to be retained by the current landowner are located in Section 5, T 2S, R 7W and generally described as north of the south right-of-way line of the railroad and west of County Road 350 E. The following property descriptions will pertain to the subject property only.

The subject property is located in southwestern Indiana in Pike County. The town of Winslow lies adjacent to the subject property to the northwest. The county seat, Petersburg, is approximately 9 driving miles northwest of the subject property.

Recent and historical use of the property has been for farming, recreational hunting, and timber harvest. FWS estimates that the property is comprised of approximately 572 wetland acres, 991 forested acres (upland & bottomland) and 137 acres of cropland, in aggregate. Per FWS, harvesting of timber has previously occurred, as recently as the past few years on portions, but it is believed that merchantable timber remains. Water features on the property include oxbows and a channel of the Patoka River. Portions of the property were mined and reclaimed. No mining activity has occurred since the 1970s. The mineral estate is intact and there are no outstanding mineral leases or reservations.

The subject property, along with 21 ± acres of additional lands, was purchased by the current landowner on January 09, 2023, via Special Corporate Warranty Deed. A copy of this deed will be provided to the contracted Appraiser upon Award. (***Answer to Q2)

The property has not been appraised by FWS or AVSO in the past 5 years. The property is not currently listed for sale.

Aerial Map

Timber: FWS reports that the property is presumed to contain merchantable timber. However, no additional information regarding potential merchantable timber was provided by FWS or the Property Owner. A timber cruise (by a qualified forester approved by the AVSO Review Appraiser) which complies with AVSO timber cruise specifications may be needed as part of this appraisal assignment. NOTE: Should merchantable timber be discovered, and the Appraiser determines that a timber cruise is necessary, he/she must immediately notify the AVSO Review Appraiser so that arrangements can be made for procurement/completion of a timber cruise. If a timber cruise is needed, the contract award may need to be adjusted to accommodate the procurement of the timber cruise and the period of performance may need to be adjusted to accommodate completion of the cruise and appraisal assignment (Please refer to the Appraiser’s Use of Consultant’s Reports section of this SOW for additional instructions). (***Answer to Q3)

Minerals:

Per AVSO Division of Minerals Evaluation (DME), there is no evidence to support the existence of mineral resources with development potential on the subject property. The Due Diligence Mineral Evaluation will be provided to the Appraiser awarded the contract.

Legal Description NOTE: The Legal Description and acreage have been provided by the FWS Regional Land Surveyor and are reported as adequate for Appraisal Purposes Only. If negotiations are successful a survey of the tract will be completed by FWS prior to acquisition. A copy of the FWS preliminary Land Survey Assessment will be provided to the contracted appraiser upon award. The full legal description must be made a part of the appraisal report. It should be included in the body of the report. Please refer to item #4 of the Special Appraisal Instructions section of this SOW for additional value instructions. The legal description of the whole property can be found in the deed provided to the Appraiser upon contract award.

LEGAL DESCRIPTION PROPOSED ACQUISITION

That portion of land situate in Sections 32, 33, 34, and 35 in Township 1 South, Range 7 West and in Sections 3, 4, and 5 in Township 2 South, Range 7 West in Pike County, Indiana and being described as follows:

Section 35:

The Southwest Quarter of Section 35, Township 1 South, Range 7 West, containing

161.55 Acres ALSO:

The Southwest Quarter of the Northwest Quarter of Section 35, Township 1 South, Range 7 West, containing 40.45 Acres ALSO:

The South 10 Acres of the Northwest Quarter of the Northwest Quarter of Section 35, Township 1 South, Range 7 West, containing 10.00 Acres.

Section 34:

Southwest Quarter of Section 34, Township 1 South Range 7 West, containing

161.19 Acres ALSO:

The Southeast Quarter of Section 34, Township 1 South Range 7 West, containing

161.34 Acres ALSO:

The Southeast Quarter of the Northeast Quarter of Section 34, Township 1 South Range 7 West, containing 40.34 Acres ALSO:

The Southwest Quarter of the Northeast Quarter of Section 34, Township 1 South Range 7 West, containing 40.47 Acres ALSO:

That portion of land situate in the Northwest Quarter of the Northeast Quarter of Section 34, Township 1 South Range 7 West being described as follows:

Considering the East line of the Northeast Quarter as bearing South 00°23'15" East with all other bearings herein contained relative thereto:

Beginning at a found mag nail at the Northeast corner of the Northwest Quarter of the Northeast Quarter; thence on the East line of the Northwest Quarter of the Northeast Quarter South 00°23'15" East 1327.08 feet to a found rebar on the South line of the Northwest Quarter of the Northeast Quarter; thence on said South line South 89°57'44” West 1325.23 feet to a set rebar on the West line of the Northwest Quarter of the Northeast Quarter; thence on said West line North 00°16'50” West 1074.74 feet to a set mag nail on the center line of County Road 200 North; thence on said center line North 57°53'15” East 14.02 feet to the point of curvature of a 21°03'03” central angle curve to the right having a radius of 882.15 feet; thence on the arc of said curve

324.11 feet to the point of tangency of said curve; thence continuing on said center line North 79°50'53” East 610.53 feet to the point of curvature of a 2°55'35” central angle curve to the right having a radius of 477.77 feet; thence on the arc of said curve

243.73 feet to the point of tangency of said curve; thence continuing on the center line of County Road 200 North, North 87°27'12” East 164.21 feet to the Place of Beginning, containing 37.87 Acres and being subject to the rights of way of County Road 200 North and to all easements and rights of way

ALSO:

That portion of land situate in the Northwest Quarter of Section 34, Township 1 South Range 7 West being described as follows:

Considering the West line of the Northwest Quarter as bearing North 00°02'33" West with all other bearings herein contained relative thereto: Beginning at a found stone at the West corner of Section 34, Township 1 South Range 7 West; thence on the West line of said Quarter North 00°02'33' West 1851.54 feet to a set mag nail on the center line of County Road 200 North; thence on said center line the following bearings and distances: South 43°48'45" East 115.81 feet the point of curvature of a 90°45'13" central angle curve to the left with a radius of 143.13 feet; thence on the arc of said curve 226.72 feet to the point of tangency of said curve; thence north 59°42'22" East

507.42 feet to the point of curvature of a 07°08'45" central angle curve to the right having a radius of 867.90 feet; thence on the arc of said curve 108.24 feet to the point of tangency of said curve; thence North 67°05'42" East 501.54 feet ; thence North 76°10'12" East 325.09 feet to the point of curvature of a 24°0104" central angle curve to the right having a radius of 732.90 feet; thence on the arc of said curve 307.22 feet to the point of tangency of said curve; thence South 81°18'12" East 259.14 feet;

thence South 87°41'27" East 186.65 feet to the point of curvature of a 37°00'51" central angle curve to the left having a radius of 361.69 feet; thence on the arc of said curve 233.66 feet to the point of tangency of said curve; thence North 57°53'15" East

94.29 feet to the East line of the Northwest Quarter; thence on said East line South 00°16'50" East 2406.11 feet to a found stone at the center of section 34; thence on the South line of the Northwest Quarter South 89°46'12" West 2656.66 feet to a found stone at the West corner of Section 34 at the Place of Beginning, containing 130.86 Acres, and being subject to the right of way of County Road 200 North and subject to all easements and rights of way.

Section 33:

The Southwest Quarter of Section 33, Township 1 South Range 7 West, containing

161.91 Acres ALSO:

The Southeast Quarter of Section 33, Township 1 South Range 7 West, containing

161.55 Acres ALSO:

That portion of land situate in the Northwest Quarter of Section 33, Township 1 South Range 7 West and being described as follows:

Considering the East line of the Northwest Quarter as bearing South 00°10'27" East with all other bearings herein contained relative thereto:

Beginning at a found stone at the Center of Section 33; thence on the South line of the Northwest Quarter South 89°56'38" West 1331.82 feet to a set rebar at the Southwest corner of the East half of the Northwest Quarter; thence on the West line of the East half of the Northwest Quarter North 00°14'00" West 466.97 feet to a set mag nail on the center line of South Cato/ Winslow Road; thence on said center line the following bearings and distances: South 89°42'35" East 833.43 feet to the point of curvature of a 28°46'24" central angle curve to the left having a radius of 1028.45 feet; thence on the arc of said curve 516.48 feet to a set mag nail on the East line of the Northwest Quarter; thence on said East line South 00°10'27" East 573.85 feet to the Place of Beginning, containing 14.59 Acres and being subject to the right of way of South

Cato/ Winslow Road and subject to all easements and rights of way.

ALSO:

That portion of land situate in the Northeast Quarter of Section 33, Township 1 South Range 7 West and being described as follows:

Considering the West line of the Northeast Quarter as bearing North 00°10'27" West with all other bearings herein contained relative thereto:

Beginning at a found stone at the Center of Section 33; thence on the West line of the Northeast Quarter North 00°10'27" West 573.85 feet to a set mag nail on the center line of South Cato/ Winslow Road being a nontangent curve with a central angle of 12°35'17" having a radius of 1028.45 fee; thence on said center line the following bearings and distances: thence on the arc of said curve 225.95 feet to the point of tangency; thence North 51°51'46" East 329.90 feet; thence North 51°46'54" East

666.22 feet to the point of curvature of a 14°56'32" central angle curve to the left having a radius of 1018.93 feet to the point of curvature of a compound curve with a central angle of 19°32'22" having a radius of 1018.93 feet; thence on the arc of said curve 347.48 feet to the point of curvature of a 21°59'49" central angle compound curve having a radius of 759.22 feet; thence on the arc of said curve 291.48 feet to the point of tangency of said curve; thence North 02°42'19" East 61.40 feet; thence North 00°26'50" East 88.41 feet to a set mag nail on the center line of County Road 200 North: thence on said center line the following bearings and distances: North 84°39'01" East 154.31 feet the point of curvature of a 37°53'41" central angle curve to the right; thence on the arc of said curve 226.02 feet the point of reverse curvature of a 39°50'52" central angle curve having a radius of 389.19 feet; thence on the arc of said curve 270.68 feet to the point of tangency of said curve; thence North 83°35'29" East

185.53 feet to the point of curvature of a 60°30'59" central angel curve to the right having a radius of 198.86 feet; thence on the arc of said curve 210.04 feet to the point of tangency of said curve; thence South 51°07'29" East 129.84 feet; thence South 53°58'40" East 114.14 feet to a set mag nail on the East line of the Northeast Quarter of Section 33; thence on said East line South 00°02'33" East 1851.54 feet to a found stone at the East corner of Section 33; thence on the South line of the Northeast Quarter South 89°56'35" West 2662.98 feet to the Place of Beginning, containing

97.64 Acres and being subject to the right of way of the South Cato/Winslow Road and County Road 200 North and being subject to all easements and rights of way.

ALSO:

Section 32:

The East Half of the East Half of the Southeast Quarter of Section 32, Township 1 South, Range 7 West, containing 40.03 Acres and being subject to the right of way of South Cato/ Winslow Road and being subject to all easements and rights of ways.

ALSO:

Section 5, Township 2 South Range 7 West:

The Northeast Quarter of the Northwest Quarter of Section 5, Township 2 South Range 7 West, except that portion lying north of the south line of the Norfolk Southern Railroad right-of-way containing 24.56 Acres

ALSO:

That portion of land in the Northeast Quarter of Section 5, Township 2 South Range 7 West being described as follows:

Considering the West line of the Northeast Quarter as bearing South 00°17'20" East with all other bearings herein contained relative thereto:

Beginning at a found stone at the Northeast corner of Section 5; thence on the North line of the Northeast Quarter North 89°52'46" West 1301.88 feet to a set rebar on the East line of the land described in Instrument # 202000002220; thence on said East line South 01°30'50" East 418.21 feet to the South line of the land described in said Instrument; thence on said South line the following bearings and distance:

South 77°50'14' West 395.80 feet; thence South 78°01'43" West 73.23 feet; thence South 78°14'48" West 72.58 feet; thence South 78°47'38" West 69.01 feet; thence South 79°43'19" West 70.64 feet; thence South 80°51'30" West 82.26 feet; thence South 82°22'46" West 88.68 feet; thence South 83°51'08" West 45.79 feet; thence South 84°40'59" West 62.83 feet; thence South 85°42'51" West 79.67 feet; thence South 87°19'39" West 76.12 feet to and found mag nail on the West line of the land described in said Instrument; thence on said West line North 26° 27' 54" West 223.39 feet to a found mag nail; thence continuing on said West line North 24°54'10" West

129.32 feet to a found mag nail; thence continuing on said West line North 21°59'58" West 237.84 feet to a found mag nail on the West line of the Northeast Quarter;

thence on said West line South 00°17'20" East 2730.96 feet to a set mag nail at the center of Section 5; thence on the South line of the Northeast Quarter South 89°56'01" East 2659.41 feet to the East corner of Section 5; thence on the East line of the Northeast Quarter North 00°48'53" West 2796.26 feet to the Place of Beginning, except that portion of the Northwest Quarter of the Northeast Quarter of Section 5 lying north of the south line of the Norfolk Southern Railroad right-of-way;

containing 152.75 Acres and being subject to the right of way of County Road 350 East and all easements and rights of ways.

ALSO:

Section 4, Township 2 South Range 7 West:

The Northwest Quarter of the Northeast Quarter of Section 4, Township 2 South Range 7 West, containing 43.08 Acres

ALSO:

Section 3, Township 2 South Range 7 West:

The Southeast Quarter of the Northwest Quarter of Section 3, Township 2 South Range 7 West, containing 42.57 Acres

ALSO:

The Southeast Quarter of Section 3, Township 2 South Range 7 West, containing

165.66 Acres

Acreage: Whole Property: 1,709.40 ± acres Subject Property: 1,688.41 ± acres

Property Interest A current title report has not been provided by the FWS. See the Extraordinary Assumption section on page 9 regarding Property Rights Appraised.

The property rights to be appraised are the Fee Simple Estate subject to waterline, pipeline and powerline easements, as well as, an unrecorded railroad right-of-way (ROW). Any information developed by the Appraiser, or observations that are found to be contrary to the described property rights must be immediately brought to the attention of the Review Appraiser as a request for possible amended instructions. NOTE: Minerals are reported to be intact and the mineral estate is to be included in the rights valued.

Outstanding Rights, Reservations and Right of Ways

A current title report has not been provided by the FWS. FWS has provided the Title Policy from the current landowner’s purchase. This policy shows waterline, pipeline and powerline easement. Per FWS there is an unrecorded railroad right-of-way. See Extraordinary Assumptions on page 9 regarding Property Rights Appraised. There are no other outstanding rights noted in the appraisal request package.

Verification regarding any, recorded or unrecorded documents, conditions, agreements, easements, reservations, and/or encumbrances, with the Property Owner is advised and notification of the Review Appraiser is required should any significant outstanding rights or reservations be discovered by the Appraiser during the course of the assignment. Any significant outstanding rights or reservations discovered by the Appraiser must be discussed in the appraisal report in relation to their impact on value.

Personal Property None.

Property Access Numerous public roads provide access to all three areas of the subject property. The public roads providing access to the subject property include:

County Road 200 South, Cato/Winslow Road, County Road 300 South, County Road 350 East, County Road 650 East, County Road 350 South, and County Road 400 South.

Larger Parcel The agency request indicates that the total ownership acres are 1,709.4 acres of land and the acres to be appraised is 1,688.41 ± acres of land.

It is ultimately the Appraiser’s responsibility to identify any and all additional lands that may have an impact on the Larger Parcel analysis.

The Appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. As the Appraiser, you must identify a larger parcel (or potentially multiple larger parcels) which satisfies the tests of unity of title/ownership, unity of highest and best use/integrated use, and contiguity/proximity as it relates to highest and best use in accordance UASFLA, Sections 1.2.7.3.1., 1.4.3 – 1.4.7., 4.3.3 –

4.3.4.5. and 4.6.1.1. This is considered an integral part of the highest and best use analysis. Section 2.3.3.1.2 of UASFLA requires that the Appraiser must describe the factual basis and analysis that led to the larger parcel determination and the determination itself be reported. The Appraiser should also keep in mind that in situations where there are multiple larger parcels present, the appraisal assignment is to estimate the market value of the property in its entirety. This may require estimating the value of each larger parcel, but simply adding those values together to estimate the value of the whole would violate the Unit Rule.

The appraiser should be aware that there is the potential for the subject property to consist of multiple larger parcels. It is requested that the Appraiser please notify the AVSO Review Appraiser, after property inspection, to discuss the Appraiser’s preliminary larger parcel determination(s) and support. If multiple larger parcels are concluded, each larger parcel identified will require a separate valuation analysis. It will be the engaged Appraiser’s decision as to the presentation within a single report or multiple reports.

Appraiser’s Use of Consultation Reports

FWS reports that the subject is presumed to contain merchantable timber of contributory value. Please notify the AVSO Review Appraiser if you determine a timber cruise is necessary to achieve credible assignment results.

Note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales.

Please note that justification supporting your determination that a timber cruise is necessary to achieve credible assignment results must be provided to the AVSO Review Appraiser. Assuming adequate support exists, the AVSO Review Appraiser will contact FWS to coordinate for a timber cruise to be completed. This may result in the contract award with the Appraiser needing to be adjusted to accommodate the procurement of the timber cruise and the period of performance may need to be adjusted to accommodate completion of the cruise and appraisal assignment.

Should a timber cruise be necessary, please note that Section 1.13 of UASFLA states “the appraiser cannot merely accept such consultant reports as accurate, but rather must analyze such reports and adopt them only if reasonable and adequately documented and supported. The results of secondary valuation reports (minerals, fixtures, or timber valuations) cannot simply be added to the value of the land to arrive at a value of the property as a whole. To do so would violate the unit rule and professional standars. The appraiser must consider these components of the property in light of how they contribute to the market value of the property as a whole.

Ownership/Occupant Information will be provided to the contracted Appraiser upon Award.

Tenancies Approximately 141.5 acres are currently under an Agricultural Lease (Crops)

Cash Rent agreement through December 23,2023. A copy of the lease will be provided to the contracted Appraiser upon Award. The Appraiser should confirm with landowner whether, there are any other leases and/or rental agreements on the property.

Contact Information All necessary contact information will be provided to the Appraiser upon contract award.

Provided Subject Property Exhibits The following additional Exhibits will be provided only to the Appraiser awarded the contract:

1. Tract F230096 – Deed of Last Transfer

2. Tract F230096 – Owner’s Policy of Title Insurance issued January 13, 2023 (from last transfer of title)

3. Tract F230096 – Exception Documents from Owner’s Policy

4. Tract F230096 – Plat Book Pages, Tax Parcel Numbers, Maps (7)

5. Tract F230096 – Permission to Inspect and Appraise

6. Tract F230096 – Preliminary Land Surveyor Report (PLSR)

7. Tract F230096 – DME Due Diligence Mineral Preview

8. Tract F230096 – 2023 Agricultural Lease

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice Standards 1 & 2 (USPAP-2020/2021 edition)

2. Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA 6th edition, 2016)

3. Uniform Relocation Assistance and Real Property Acquisition Act of 1970 (PL91 – 646) as amended; Federal Regulations 49 CFR, Part 24

Market Value

Market value is the amount in cash, or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition (Interagency Land Acquisition Conference, 2016), p.10.]

Date of Value

The date of value is the date of the last property inspection, which should be within 30 calendar days of the submission of the initial appraisal report, unless the AVSO Review Appraiser approves in advance other conditions in writing.

Extraordinary Assumption (EA)

EA – Property Rights Appraised: A current title commitment was not provided for this assignment.

An older title commitment issued January 13, 2023 when the current owner acquired the property was received but it is uncertain if the information encompasses all the outstanding rights or reservations currently found on the subject property. The AVSO Client, Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the property being appraised and that there are no additional encumbrances or restrictions (including mineral or other reservations) that could materially affect value. Use of this statement is consistent with FWS policy. A change in the estate appraised, when final title is obtained, could require an amendment of the appraisal or re-appraisal of the property so that the estate appraised matches the estate to be transferred.

Note: The Owner’s Policy of Title Insurance obtained when the current landowner purchased the property will be provided to the Appraiser awarded the contract. This document is being provide as a reference tool only and the above EA still applies as this policy would not reflect any changes to title from the date of policy to the effective date of appraisal.

The Appraiser may not assume or invoke any EA’s without documented prior written approval. If the Appraiser determines that any additional EA’s are necessary for the completion of the assignment, he/she must contact the Review Appraiser for prior written approval (UASFLA, Section 1.2.7.1.).

Hypothetical Conditions (HC’s)

No HC’s have been identified which are necessary for the completion of this assignment. The Appraiser may not assume or invoke any HC’s without documented prior written approval. If the Appraiser determines that hypothetical conditions are necessary, he/she must contact the AVSO Review Appraiser for prior written approval (UASFLA, Section 1.2.7.1.).

Jurisdictional Exceptions (JE’s)

The only JE that is authorized for use is in regard to the definition of market value and the development and reporting of a reasonable exposure time linked to the value opinion. Contrary to USPAP, Section 1.2.4. (and 1.2.7.2.) of the Uniform Appraisal Standards for Federal Land Acquisition states that opinions of market value linked to a specific exposure time and marketing time “… are not appropriate for just compensation purposes, and must not be included in appraisal reports prepared under these Standards.” Because the Appraiser is performing the appraisal in compliance with UASFLA, the Jurisdictional Exception Rule is being invoked. Sections 1.2.4 and

1.2.7.2 of UASFLA provides the legal authority for invoking the Jurisdictional Exception Rule to void Standard Rules 1-2(c) and 2-2(a) (v) of USPAP.

If the Appraiser believes that USPAP’s Jurisdictional Exception Rule needs to be invoked to comply with any additional law or UASFLA regulation, he/she must contact the AVSO Review Appraiser to obtain prior written approval.

Placement in Report

The Appraiser must clearly identify and discuss the implications of any authorized Extraordinary Assumptions and Hypothetical Conditions (including a statement that their use might have affected the assignment results) within the General Assumptions and Limiting Conditions and Scope of Work sections of the appraisal report along with the Jurisdictional Exception (assignment condition) per UASFLA Sections 2.3.1.7 & 2.3.1.8. Please also identify any authorized EAs and HCs wherever the final value conclusion is stated, including the Letter of Transmittal and the Summary of the Salient Facts.

Property Inspection

The Appraiser must physically inspect the subject property and all of the market properties used in direct comparison, unless the AVSO Review Appraiser has approved other conditions in writing (UASFLA Section 1.2.6.3.).

For appraisals with an intended use of acquisition or exchange, the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions (Section 1.2.6.4), require the Appraiser to offer the property owner and/or the owner’s representative an opportunity to accompany the Appraiser during the property inspection. The Appraiser must certify in the report that such an offer was extended (UASFLA Section 2.3.1.4.).

Permission to enter upon and appraise the property has been granted. The landowner’s contact information and the document granting permission to appraise will only be provided to the contracted Appraiser. Please contact the owner directly, after engagement, to arrange a date and time for inspection. You must notify the AVSO Review Appraiser in advance of when the property inspection will occur.

Pre-Work Meeting

The contracted Appraiser will be required to participate in a pre-work meeting (via phone) with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date and time of the pre-work meeting directly with the Appraiser once the contract is awarded.

Controversies/Issues

No controversies/issues have been identified. Should the Appraiser identify controversies or issues during the course of assignment, he/she must immediately notify the AVSO Review Appraiser.

Legal Instructions None

Special Appraisal Instructions

1. Even though communication is encouraged with the Property Owner and the client agency, only the AQD Contracting Officer, in conjunction with the assigned AVSO Review Appraiser’s concurrence, can modify appraisal instructions (in writing).

2. The Appraiser may not communicate assignment results to any party except AVSO unless authorized to do so in writing by AVSO.

3. Any communication (verbal or written) with the Client Agency Realty Contact shall include the assigned AVSO Review Appraiser.

4. The area of acquisition is estimated to contain 1688.41 ± acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, it is requested that in addition to stating the final conclusions(s) of the larger parcel(s) within the appraisal report, the unit value (e.g., $XX/acre) for the larger parcel(s) also be stated along with the range of acreage withing which that unit value(s) would be valid (e.g., $XX/acre is valid for a range of XX-XX acres). This is an assignment condition and to be reported as such within the appraisal report:

NOTE TO INTENDED USER: This range in acreage is only applicable to the footprint of the Appraised larger parcel(s) as a result of the completed survey and considers no material changes to the physical characteristics of the larger parcel(s). This tool is meant to assist the acquiring agency in rectifying the value of an appraised larger parcel after completion of survey. The range in acreage within which the concluded unit value(s) would be valid is not intended for use by the client to add additional lands/tracts to the proposed acquisition or to allow the retention/removal of lands/tracts from the proposed acquisition after the appraisal has been completed. Addition or removal of a tract(s) from the appraised larger parcel could change the physical characteristics of the property and require amendment of the appraisal or reappraisal.

General Appraisal Requirements & Instructions

1. The appraisal is to be documented in an “Appraisal” reporting format (USPAP Standard 2-2 (a)).

UASFLA page 56, Section 2.2 states that a report prepared in accordance with UASFLA reporting formats set forth under sections 2.3, 2.4 and 2.5 (Appendix B, C, and D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP. All appraisals complying with UASFLA should reasonably conform to the report formatting outlined in UASFLA, (Sections 2.3., 2.4., 2.5., and Appendix A, B, C and D, depending on applicability).

2. The Appraiser must hold a valid license as a Certified General Appraiser for the jurisdiction in which the subject property is located as demonstrated by provision of a copy of the state certificate. (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.)

3. Documentation of the comparable sales and other market data utilized in the appraisal must comply with reporting requirements of UASFLA Sections 2.3.1.6., 2.3.3.2.1., 2.3.3.4., and the Uniform Relocation Assistance & Real Property Acquisition Policies Act 1970. For instance, the latter requires “A description of the comparable sales, including a description of all relevant physical, legal and economic factors such as parties to the transaction, source and method of financing, and verification by a party involved in the transaction.” Color photographs and maps of comparable properties shall be included in the appraisal report. AVSO will accept aerial photographs for comparable properties, if the aerial photographs accurately represent the comparable property as of the date of sale. The Appraiser must photograph any unusual property features from the ground.

4. If sales to governmental entities, including sales to non-profit entities with the intention of transferring the sale property to a governmental entity, are included in the appraisal report, they are subject to extraordinary verification and treatment. They must be documented in accordance with the guidelines found in UASFLA Sections 1.5.2.4 and 4.4.2.4 and Appendix E. Each of the items of Section 1.5.2.4/Appendix E must be specifically addressed when communicating the confirmation of any government sales.

5. The AVSO Statement of Work, any other written assignment instructions and pages 1 & 2 of the

Contract Award document must be included within the Addenda to the appraisal report, along with the Appraiser’s license, to include temporary license, if applicable, and qualifications. The appraisal report 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.

6. The Appraiser must appraise the subject property in its “As Is” condition unless otherwise instructed herein or authorized in writing by the AVSO Review Appraiser to do otherwise.

7. The Appraiser shall consider the appraisal report and all DOI internal documents furnished to the Appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO Review Appraiser.

8. AVSO will not normally accept custody of confidential information. Should Appraiser find it necessary to rely on confidential information, he/she will contact the AVSO Review Appraiser for instructions. The AVSO Review Appraiser will view the information and provide further instruction to the Appraiser regarding handling and storage of the confidential information.

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

10. If including any proprietary information in the appraisal, Appraiser must gain concurrence from

AVSO Review Appraiser and deliver the proprietary information in a separate binder.

11. The Appraiser must indicate whether he/she has (or has not) performed any services, as an Appraiser or in any other capacity, regarding the subject property within the three-year period immediately preceding submitting the bid for the assignment. If a service has been provided regarding the subject property, the service provided must be specified and appropriately disclosed following the direction of the USPAP Ethics Rule, Conduct Section. This disclosure must be made within the bid proposal and also noted on the signed certification page of the completed report.

SECTION 3 – Performance & Submission Requirements

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO Review Appraiser. The contract award package will identify the AVSO Review Appraiser and his/her contact information in the Project Contact Information document.

The Target Period of Performance for the delivery of the appraisal report to the AVSO Review Appraiser is 45 calendar days or less, from the Date of Award. The Appraiser must provide the appraisal services as stipulated in this SOW within the performance period specified, or, with justification for the change, state an alternative period of performance that is appropriate for the stated appraisal fee.

NOTE: Preference may be given to the quotes which best meet the stated delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Via phone, following contract award, and prior to appraisal. Coordinate with the AVSO Review Appraiser.

Subject Property Inspection To be determined by the Appraiser, and notification of the AVSO Review Appraiser is required

Initial Appraisal Report Submitted to AVSO Review Appraiser (pdf version via email)

Target delivery date for appraisal report is 45 calendar days, or less. Submit (1) electronic pdf copy via email.

Review Period & Comments Provided to Appraiser Target date is 15 days after initial appraisal report is delivered to the AVSO Review Appraiser.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 5 days or a total of 15 days in the event of multiple requests for correction or clarification.

Final Appraisal Report Submitted to AVSO Review Appraiser (submit one (1) final electronic copy via email in PDF format).

Submission of one (1) signed electronic pdf copy sent via email upon final acceptance of the appraisal.

Please note: The final invoice/request for payment is not to be submitted until the AVSO Review Appraiser is in receipt of the final copy of the appraisal report and has notified the Appraiser that the contract is complete.

[END OF STATEMENT OF WORK]

CONTRACT CLAUSES

FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov

FAR 52.204-13 System for Award Management Maintenance. (Oct 2018) FAR 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) FAR 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) FAR 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Dec 2022) FAR 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)

(End Clause)

52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders— Commercial Products and Commercial Services (SEP 2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal…