AWD_EX-a__AVIS_Request_Worksheet_EC-DLT_0001.pdf

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AVIS REQUEST WORKSHEET

Note: The AVIS Request Worksheet is an internal document provided to AVSO by the BLM for the purpose of preparing the Statement of Work. The following information may contain inaccuracies and is shown for the limited purpose of providing general information for the subject property. The appraiser must independently research, identify and analyze the physical and legal characteristics of the appraised property.

Instructions: Fill in the worksheet to the best of your ability and provide all necessary attachments.

*ITEMS MARKED WITH AN ASTERICK ARE REQUIRED FIELDS.

Other information should be completed to the greatest detail possible to facilitate the Appraisal Process.

For assistance in completing AVIS Worksheet, contact an AVSO TLA or Review Appraiser serving your DOI Agency.

Requestor Name: Tessa Telles Requestor Email: ttelles@blm.gov

Phone #: 575-234-5980 Date: 8/29/2023

1. * Project Name and Agency Case # are:

Eddy County Direct Land Tenure NM-144081

2. *Intended Use (chose one of below): Sale

Acquisition, Land Exchange (LEX), Right-of-Way Authorization/Permit, Lease/Rent, Partial Interest, Recreation & Public Purposes (R&PP) Act, Right-of-Way, Sale/Disposal, Revenue Sharing, Other

Land Exchange (LEX) – require at least two appraisal requests; one for the Federal, and one for Non-Federal side of the exchange. Assembled Land Exchange may require one appraisal for each Non-Fed. (Private) property owner.

3. *Appraisal Product (chose one of below): Appraisal & Review

Appraisal & Review, Appraisal Review Only with Agency Senior Departmental Mgr. Written Authorization, Rental Appraisal, Appraisal Fee Estimate, Market Condition Consultation, Internal Market Research Consultation for Land Exchanges, Land Exchange ATI & Feasibility Consultation, Concessions Appraisal - Leasehold Surrender Interest, Concessions Appraisals - Possessory Interest, Legislative Cost Estimate, Other Written Consultation.

4. *Time Frame & Payment Process: Please indicate the date you would like the finished appraisal report that has been reviewed & approved by AVSO. Allow 4 to 6 months’ (120 to 180 days) time. If a sub-contract (Timber Cruise or Mineral Appraisal) is required, add another month to the timeframe.

a. Approved Appraisal requested by (Date): To be determined by Federal Contracting

b. If there is a “Drop Dead” date such as an option expiration, or other circumstance that requires adherence to the expedited time frame proposed, please explain in following narrative box.

c. Please indicate the chosen “Appraisal Payment Process” – Either through Federal Contracting or through the Non-Federal Payment Process (AVSO DM Part 7, Chapter 2) and name the Non- Federal partner below, with specific details to be entered under Item 7 on the following page.

EC-DLT AWD EX a.

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Federal Contracting

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5. * Legal Authority for Realty Action (chose one of below): FLPMA Sale-43 CFR 2700

FLPMA (Sale-43 CFR 2700; Conveyance of Mineral Interest 43 CFR 2720; Leases, Permits & Easements 43 CFR 2920; Title V ROW 43 CFR 2800; Section 205 Acquisition; Section 206 Land Exchange 43 CFR 2200;

SNPLMA; Recreation & Public Purposes Act (Leases 43 CFR 2912, Patents 43 CFR 2740 & Reversionary Interest – See BLM IM 2011-110); Mineral Leasing Act (MLA) 43 CFR 2880; Color-of-Title Act 43 CFR 2540, Airport Leasing Act 43 CFR 2911; Indemnity Selections (State In-Lieu Lands) 43 CFR 2621;

Trespass Resolution 43 CFR 2808, 43 CFR 2920.1-2, or 43 CFR 9262.1

6. Subject Property Owner or Applicant Information:

*Name(s): BLM

Contact(s): Tessa Telles

*Phone: 575-234-5980

*Address: 620 E Greene Street

*City, State, Zip: Carlsbad, NM 88220

E-mail address: ttelles@blm.gov

7. (Non-Fed) Private Party-Third Party/Exchange Proponent Information, (If Relevant).

Organization:

Contacts(s):

Phone:

Address:

City, State, Zip:

E-mail Address:

8. *Property Rights to be Appraised (chose from definitions below – can be combo of definitions):

Surface Estate Only

Fee Simple (subject to reservations of record – list out & provide details in box following 8a. *Title), Surface & Mineral Estate, Surface Estate Only, Mineral Estate Only, Leased Fee Interest, Leasehold Estate, Linear Easement (Road, Trail, Utilities), Conservation Easement, Water Rights, Other

Please answer the following questions which provide the appraisal professionals (AVSO & prospective contractors) a fuller understanding of the “Subject Property” you have requested to be appraised:

8a. *Title: Are there any outstanding rights, reservations, easements and/or exceptions to title that will be accepted as "subject to" the title? If so, describe each element in detail (within the following narrative box) so an appraiser can assess if they affect value (include items in title report and/or other items not recorded but found on and/or expected to run with the land). If a conservation easement is proposed, provide in final copy of that document, if possible. If not, a “Draft” copy of the Conservation Easement with a statement or understanding that it resembles the “Final” in form and content will suffice.

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N/A

For Federal BLM Property inclusion of Master Title Plat (MTP) mapping and information is required. For Non-federal Private Property inclusion of (Current near Present Date) Title Report or Preliminary Title Report (with Exception Documents) are required for the appraisal. Please upload the title report into AVIS or provide to the AVSO assigned Review Appraiser.

8b. *Access:

(1) Does the subject property have recorded “Legal” Access? Yes ( X ) No ( )

(2) Does the subject property have “Physical” Access? Yes ( X ) No ( )

Please provide details about the subject’s existing access in relation to nearest publicly maintained road:

One mile off US Refinery Road (County Road 605)

8c. Timber: Is there Merchantable Timber of Contributory Value? Yes ( ) No ( X )

If yes, provide a description and agency support for that assessment. Attach an agency conducted timber cruise (survey/inventory) appraisal and/or a professional timber cruise & appraisal, if available. Request an independent Timber Cruise & Timber Appraisal, if needed for the overall property appraisal.

8d. Minerals:

(1) Is the mineral estate included with the subject property to be appraised? Yes ( ) No ( X )

(2) Are there professional opinions and/or studies such as a (Mineral Potential Report) that indicates potential for mineral development? Yes ( X ) No ( )

(3) Is there on-going mineral production or development occurring within the area surrounding around the Subject Property? Yes ( X ) No ( )

(4) Is an independent Mineral Valuation Report needed/requested? Yes ( ) No ( X )

Please provide a detailed explanation for the above questions within the following narrative box and upload all studies/reports into AVIS or provide to the AVSO assigned Review Appraiser.

Important – Even when the Mineral Estate is not included in the transaction to be supported by the appraisal requested, a Mineral Potential Report or Mineral Report for the Subject Property must be

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8e. Water Resources:

(1) Does the subject property have any water sources or amenities? Yes ( ) No ( X ) (Lake, pond, river, creek, spring, well, irrigation, urban water line, etc.)

If yes, describe the source below & attach pertinent documents and/or reports:

(2) Are there recorded water rights associated with the Subject Property? Yes ( ) No ( X )

(3) Are the water rights appurtenant, non-appurtenant, or a combination? Appurtenant ( ) Non-Appurtenant ( )

Water rights are established under State Law and can vary from state to state and/or jurisdictions.

Important: Water Shares/Ditch Rights are typically categorized personal or chattel property and if so;

cannot be considered in a UASFLA compliant appraisal. Use the narrative box below to fully describe and explain the Subject Property “Water Rights”.

8f. *Overall Description concerning the Subject Property:

Include such elements as: assessor’s parcel number (APN), size, shape, access, zoning, water availability (rivers/creeks/springs/wells), utilities, surrounding adjoining property ownership, agricultural land designations & historical yields, grazing allotments, dumpsites, potential environmental concerns, wetland designations, etc..

Subject Property Description:

199.89 acres of bare land, L shape, surrounded by state and private lands within oil & gas activity

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Are there any ArcGIS or Shape File Maps available for the Subject Property? Yes (X) No ( ) If Yes, upload into AVIS or provide to the AVSO case assigned Review Appraiser.

Are there any On–Site &/or Aerial Photographs of the Subject Property? Yes ( ) No (X)

Is there a Phase I Environmental Site Assessment (ESA) for Subject Property? Yes ( ) No (X)

8g. Improvements/Structures.

(1) Does the property have improvements (Structures/Buildings/Fencing/Etc.)? Yes ( ) No (X)

(2) Improvements to be acquired with the property (please list & provide details below).

(3) Improvements to be razed or removed before closing (please list & provide details below).

Property Information (AVIS Input):

9a. *Location (In the following narrative box, describe how to get to the Subject Property including miles from major landmark and public road with reference the nearest City/Community within the *County and State):

Eddy County east of Carlsbad, NM one mile off US Refinery (County Road 605)

9b. *Total Acreage to be Appraised: 199.89

9c. *Total Acreage Owned (Include contiguous ownership even if only a portion is to be acquired): 199.89

9d. *Number of Parcels: 1

9e. *Property Type (chose from definitions below – can be combo of definitions):

Bare, vacant land

Land & Minerals (Surface & Mineral Estates); Land (Surface Estate Only), Mineral Estate Only, Mineral Materials/Commodities, Land & Improvements, Land & Timber, Timber Only, Land & Water Rights, Water Rights Only, River Front, Ocean Front, In-holding in Federal Lands, No Legal Access, Other

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9f. *Past and Current Use (Utilization) of Subject Property:

Oil & Gas

9g. *Legal Description & County Assessor Parcel Identification Number: (write-in or attach)

New Mexico Principal Meridian, New Mexico

T. 22 S., R. 27 E., section 3: lot 2, SW¼NE¼, NW¼SE¼, S½SE¼.

9h. 1 - Is the property currently listed for sale? Yes ( ) No (X)

2 - Has the property sold in the last 10 years? Yes ( ) No (X)

These are questions to be asked of the current owner &/or owner’s representative. Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA - Yellow Book) requires that the Subject Property “10-Year Sale History" be reported and analyzed within the appraisal report.

If yes, to either one of the above questions, provide name & contact information for a party who is familiar with the transaction (can include current owner/buyer, past owner/seller, a broker, etc.); and transaction details. Transaction details include: name of seller, name of buyer, date of sale, sale price, and terms of sale. If the property is “Listed for Sale” a copy of the Listing Brochure is required. If the property has sold in the last 10 years a copy of the Purchase and Sale Agreement or Transfer Document must be provided.

9i. Has the property been appraised in the last five years? Yes ( ) No (X)

If yes, for whom & for what purpose? If a copy of the appraisal is available, please upload into AVIS.

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Appraisal & Valuation Services Office – AVS0 Subject Property - Appraisal Information Check List for Appraisal Requests

The following Documents &/or Exhibits are strongly encouraged to be included (as appropriate) with Appraisal Requests. This Punch List reminder may be shared with others (state agencies, private owners, third party facilitators, etc) who work with DOI Federal Agencies in obtaining an appraisal that is acceptable for federal government use. Remember – the more complete the subject property information package, the faster and more efficient the appraisal process moves from appraisal ordering through appraisal review & approval!

( ) Legal Description and Assessor Parcel Identification Number for the subject property

( ) A property survey with noted exceptions, easements & encumbrances (can be agency produced)

( ) For Federal (BLM) Property - Master Title Plat (MTP) Mapping and Title Information (exceptions, easements & encumbrances) is required.

( ) For Non-Federal Property - Preliminary Title Report or title abstract including: a) legal description; and b) exceptions to title, along with copies of documents explaining key exceptions is required.

( ) Project Background Summary

( ) Location & ArcGIS Shape Files Maps*, all of the following (*both in hard copy & electronic format if):

1. An original vicinity map showing the location of the property to be appraised and landownership in the neighborhood.

2. A 7 ½ minute USGS quadrangle map showing the boundary of the subject property, and if a partial acquisition, depicting the area to be acquired, the remainder, and the estimated acreages in each.

3. A county plat map showing the subject property.

4. If the property to be appraised is located within the boundaries of a Federal Project area (e.g. National Park, National Wildlife Refuge, etc.), a map of the Federal Project area indicating the location of the parcel to be appraised.

( ) General Description of the Subject Property including such elements as: size, shape, access, zoning, easements/encumbrances, water availability (rivers/creeks/springs/wells), utilities, adjoining property ownership, past & current uses of the subject, agricultural land designations & historical yields)

( ) A property improvements inventory and location sketch (if applicable)

( ) Sales History for the Subject Property (UASFLA appraisal requirement is for the reporting of a 10 year history of all transactions involving the subject property - including and emphasizing: a) current or recent listing/offering of the subject property; and, b) the most recent sale of the subject property). Copies of the most current Sale Agreement and/or Listing Agreement is required.

( ) Data and/or copies of all Leases &/or Rental Agreements in place on the subject property

( ) Water Rights Information including legal documents &/or reports (if available and applicable)

( ) Minerals Reports (Mineral Potential Report, Mineral Report, Mineral Valuation Report);

must provide if applicable.

( ) Timber Cruise and Timber Appraisal Report (if available and applicable)

( ) Environmental Reports (including Federal or State Agency produced Environmental Impact Statements/Reports; private sector Phase I Environmental Study; if available and applicable)

( ) For Conservation Easement Acquisitions, a Copy of the Existing or Proposed Easement along with a map depicting the larger parcel and the Conservation Easement area.