Sol_140D0424Q0298.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

D55

See Schedule

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SMALL BUSINESS

02/23/2024 1500 ES

02/13/2024

7039648806Joy Wilson (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0424Q0298

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 72 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Herndon VA 20170 Suite 2000A 381 Elden Street Acquisition Services Directorate

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$9.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS THIS CONTRACT IS A RATED

ORDER UNDER THE DEFENSE

PRIORITIES AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

8(A)

Interior Business Center, AQD

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

ADMINISTERED BY:

Interior Business Center, AQD Acquisition Services Directorate 381 Elden Street Suite 2000A Herndon VA 20170 USA The U.S. Department of the Interior, Appraisal and Valuation Services Office, requirement for market valuation and appraisal report services for BRW (27C) & BRW (17C1); AVIS Case Number:

00217444 & 00217629; AVIS Project Number: F240066

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Morgan Schickler

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT: REFERENCE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

& F240065.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

72 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW) BRW (27C)

STATEMENT OF WORK (SOW) BRW (17C1)

CONTRACT CLAUSES

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) 52.204-27 Prohibition on a ByteDance Covered Application (Jun 2023) 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Nov 2023) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023) ………….…..21 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Dec 2023) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Feb 2021)

CONTRACT 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 (Sep 2023) 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) 52.204-29 Federal Acquisition Supply Chain Security Act Orders—Representation and Disclosures (Dec 2023) ……………………………………………………………………………………………….…..34 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Nov 2023)

ATTACHMENTS

BRW (27C):

Exhibit A: BRW(27C) Appraisal Site Map.pdf Exhibit B: BRW(27C) Vicinity Map.pdf Exhibit C: BRW(27C) Aerial Map.pdf Exhibit D: BRW(27C) Wetlands Map.pdf Exhibit E: BRW(27C) Legal Description.doc Exhibit F: BRW Conservation Easement Draft.doc Exhibits G – L: to be Provided Upon Contract Award

BRW (17C1):

Exhibit M: BRW(17C1) Appraisal Site Map.pdf Exhibit N: BRW(17C1) Vicinity Map.pdf Exhibit O: BRW(17C1) Aerial Map.pdf Exhibit P: BRW(17C1) Wetlands Map.pdf Exhibit Q: BRW(17C1) Legal Description.doc Exhibit R: BRW Conservation Easement Draft.doc Exhibits S– X: to be Provided Upon Contract Award

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

Solicitation – 140D0424Q0298

INSTRUCTIONS TO OFFERORS

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) and the U.S. Fish and Wildlife Service (FWS), is issuing a request for quotation for market valuation and appraisal services for AVIS Case Name: BRW (27C) & BRW (17C1); AVIS Case Number: 00217444 & 00217629; AVIS Project Number: F240066 & F240065.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with the Federal Acquisition Regulation (FAR) Part 12, the acquisition of commercial items and FAR Part 13 Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

Total Small Business Set-Aside NAICS: 531320 “Offices of Real Estate Appraisers” PSC: R411 “Support-Professional: Real Property Appraisals” Type of Contract: Firm-Fixed-Priced (FFP)

SERVICE AND SUPPLIES

Requirement are provided in the Statements of Work (SOW).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance will be determined at the contract award. See Performance/Deliverable Requirements specified in the SOW.

LINE-ITEM PRICING

CLIN

No. Land Appraisal Services Description Total Price

00010

AVIS Case Name: BRW (27C) & BRW (17C1) AVIS Case Number: 00217444 & 00217629 AVIS Project Number: F240066 & F240065

As 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)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

FACTOR 1: STATE CERTIFICATION

a. State Certification State Certification: The appraiser must hold a current certified general appraiser license from the State of Idaho, as demonstrated by a copy of their State Licensing Certificate, or have the ability to obtain a temporary practice permit for the State of Idaho. 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 offer letter that describes and attests to the following:

i. Provide a summary of experience in the appraisal of Conservation Easements, preferably in Utah or Idaho.

ii. Provide a summary of experience appraising lands for federal sale or acquisition under both USPAP and UASFLA guidelines.

iii. Completion of a course in UASFLA 2016, as evidenced by an affirmative statement to that effect, to include the year of course completion, and a copy of Course Certification.

iv. A designation from a recognized professional appraisal organization will be considered, but is not required. Submit a copy of relevant documentation if applicable.

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 extent of education applicable to the appraisal of real estate similar to the subject. An expanded description of these qualifications for any key associates is recommended and should be included in the quote. Sub-contracting of this assignment is not permissible.

FACTOR 3: PAST PERFORMANCE

a. Submit a list of UASFLA-compliant appraisal reports prepared in the last five (5) years that were reviewed and approved for federal agency use. Include property type, general location, agency, contact information, etc.

b. Submit a sample of a comparable sale write up sheet for encumbered land

c. Submit the names of at least two clients along with contact information for references.

FACTOR 4: DELIERY/INSPECTION DATE

The target date for the property inspections/pre-work meetings is within 30 days from the award of contract. The target date for the delivery of the initial appraisal report to the AVSO Review Appraiser is 90 days from the award of the contract.

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 assignments described in the Statements of Work (SOW). The Quoter shall itemize the price for each appraisal assignment as well as the total. The two appraisal assignments will be awarded together.

B. The appraisal fee shall be commensurate with the location and complexity of the assignment.

C. The appraisal contract may or may not be awarded to the lowest offeror.

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

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:

A. State Certification B. Technical Acceptability C. Past Performance D. Delivery/Inspection Date E. Price Quote

State Certification, Technical Acceptability, Past Performance, and Delivery/Inspection Date when combined, are more important than 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 via email to Morgan Schickler, Contracting Officer, at morgan_schickler@ibc.doi.gov and Joy B. Wilson, Contracting Specialist, at joy_wilson@ibc.doi.gov of their intent to submit a quote on this order on or before 3:00P.M. Eastern Time, February 16, 2024. All submissions shall reference “Quote – 140D0424Q0298” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Morgan Schickler, Contracting Officer, at morgan_schickler@ibc.doi.gov and Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, February 16, 2024. All submissions shall reference “Quote – 140D0424Q0298” included in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Morgan Schickler, Contracting Officer, at http://www.sam.gov/ mailto:morgan_schickler@ibc.doi.gov mailto:joy_wilson@ibc.doi.gov morgan_schickler@ibc.doi.gov and Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, February 23, 2024. All submissions shall reference “Quote – 140D0424Q0298” included in the subject line.

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

SECTION 1: CASE PROPERTIES

AVIS Project Number: F240066

Agency Case Number: 00217444

Client Agency: U.S. Fish & Wildlife Service

Case Name: BRW (27C) Rich

Realty Action: Acquisition – Conservation Easement

Applicable Authority: Section 205, Federal Land Policy and Management Act of 1976 (43 U.S. Code § 1715)

Requested Service: Appraisal

Funding Source: Migratory Bird Conservation Fund

SECTION 2: SUBJECT OF THE APPRAISAL

Proposed Acquisition: A conservation easement encumbering 375.57 acres of the approximate 375.57 contiguous acres of land under the Rich ownership.

The subject property is located about ½ mile north of Bear Lake County Airport in Bear Lake County, Idaho. The property is vacant land consisting mostly of wetlands with some agricultural cropland and grazing land. The Bear River cuts through the northern portion of the site. The site currently lacks legal access.

Legal Description of Property To Be Acquired1

A conservation easement created by Deed of Conservation Easement to be recorded, encumbering the following described land:

The herein described tract of land is located in the State of Idaho, Bear Lake County, situated about 1/2 mile north of the Bear Lake County Airport And is that land conveyed by Quitclaim Deed from William and Dixie Rich to Kirk and Debra Rich dated and recorded January 6, 2004, in Instrument No.

187351, Bear Lake County, Idaho, and more particularly described as follows;

Township 13 South, Range 44 East, Boise Meridian, Bear Lake County, Idaho

Sections 20, 21, 28 and 29

1 The appraiser should verify the legal description (1) on the ground during a physical inspection of the property; (2) with the owner of the property (if possible); (3) by comparing it with aerial or other maps available in city, county, or other governmental offices; and (4) by comparing it with public records in the recorder’s, auditor’s, assessor’s, tax collector’s, or other appropriate city or county offices. If the appraiser discovers a significant error or inconsistency, the appraiser should consult the client for clarification before proceeding with the appraisal. (UASLFA 1.2.6.2)

Commencing at a point 660 feet West from the Southeast corner of the West half of the Northwest Quarter of Section 28, Township 13 South, Range 44 East Boise Meridian;

thence North 5,011.5 feet to the center of the West channel of Bear River;

thence down the center of channel to the Northeast corner of Southeast Quarter of Section 20; which point is also the Northwest corner of the Southwest Quarter of Section 21;

thence West along the North boundary line of said Southeast Quarter of said Section 20, 2,328 feet or to a point which is 312 feet East from the Northwest corner of the Southeast Quarter of Section 20;

thence South 3,907.8 feet;

thence West 594 feet;

thence South 1,370 feet;

thence East 3,548 feet more or less to the point of the beginning.

Property Rights Appraised: Before Condition: Fee simple interest, subject to reservations and encumbrances of record. See attached Title Commitment Order No. 1118889- MON dated December 12, 2023 for exceptions.

After Condition: Fee simple interest, subject to reservations and encumbrances of record, and as encumbered with the proposed conservation easement attached hereto as an exhibit.

The “Difference” in the two market values (“Before” and “After” conditions) will provide an appraisal-based recommended compensation for the rights to be acquired.

According to the internal DME initial review: The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), Idaho Geological Survey, and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

The appraiser may rely on this assessment in the evaluation of the subsurface estate.

Current Use: Agriculture/ grazing/ recreation

SECTION 3: APPRAISAL PROBLEM IDENTIFICATION

Client: Appraisal and Valuation Services Office (AVSO)

Intended Users: Appraisal and Valuation Services Office (AVSO)

U.S. Fish and Wildlife Service .

Intended Use: To assist the client agency in its determination of the amount to be paid as just compensation for the property rights acquired or conveyed.2

Type of Value: Market Value subject to reservations and exceptions of record

Definition of 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.

UASFLA 1.2.4 at p 10.

Effective Date: The latter of:

a) The date of the last property inspection, or

b) the date upon which the appraiser has concluded his market research and analysis.

SECTION 4: ASSIGNMENT CONDITIONS

Applicable Standards: ü USPAP 2024 ü UASFLA 6th Edition

Extraordinary Assumptions: The report will rely on the extraordinary assumption that the final conservation easement will have the same restrictions as those listed in the draft conservation easement provided.

Hypothetical Conditions: None.

Jurisdictional Exceptions: A jurisdictional exception to USPAP Standards Rule 1-2(c) is required for appraisals for federal acquisitions—i.e., appraisals applying the federal definition of market value—to ensure the opinion of value can be used as a reliable measure of just compensation under the Fifth Amendment to the U.S.

Constitution. Therefore, the appraiser must include the following statement:

• the appraisal was developed and the appraisal report prepared in conformance with the Appraisal Standards Board’s Uniform Standards of Professional Appraisal Practice and complies with USPAP’s Jurisdictional Exception Rule when invoked by Section

1.2.7.2 of the Uniform Appraisal Standards for Federal Land Acquisitions.

2 Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, Section 1.2.3, page 10.

Pre-Work Meeting: Yes. A pre-work meeting, scheduled by the Review Appraiser at a mutually acceptable time and place, must precede the appraiser’s scope of work determination.

This meeting may include the agency, the private property owner, and/or other stakeholders, to provide transparency with respect to the process, to exchange vital information, and to assign tasks as necessary.

Property Inspection: In compliance with the applicable standards.

Contact information for the property owner will be provided, along with a signed permission to inspect and appraise the property. The appraiser will schedule the property inspection, providing the Review Appraiser and the agency not less than two weeks’ notice of the date.

Contacting Landowners: Under the Uniform Act, the owner or the owner’s designated representative must be given an opportunity to accompany the acquiring agency’s appraiser during the appraiser’s inspection of the property (UASFLA 1.2.6.4).

Larger Parcel: The appraiser must make a larger parcel determination in every appraisal developed under these Standards (UASFLA 1.4.6 at page 24).

Note that the larger parcel determination must be made in both the Before and After conditions.

Special Instructions: Although statistical analysis of encumbered sales may provide useful in market analysis and as a test of reasonableness, it must not be relied upon as an approach to value.

The appraiser must provide a well-supported Sales Comparison Approach in both the “Before” and the “After” valuations. The analysis of encumbered sales in the Sales Comparison Approach must provide a complete and accurate analysis of each sale’s implied diminution, based upon a comparative analysis of each sale to sales of similar unencumbered properties. Data relied upon in the determination of the diminution in value of comparable properties must be verified in accordance with the Standards, and the appraisal must provide sufficient documentation analysis for the reader to understand the value diminution calculations and methodology.

SECTION 5: AVSO APPRAISAL STANDARDS

1. The AVSO Statement of Work (SOW), and other assignment instructions must be included in the addenda to the appraisal report.

2. The appraisal development must substantially conform to the process described in Section 1 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

3. The appraisal report must substantially conform to the sequence and content described in Section 2 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition. Use of appraisal form software is not acceptable.

4. The appraisal report addenda must include a completed Appendix A: Appraisal Report Documentation Checklist, which can be found on page 208 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

5. The appraisal must include color photographs of all comparable sales from a terrestrial point of view, unless granted a waiver by the AVSO Review Appraiser in writing to use aerial photographs or satellite imagery, in which case the appraiser should cite the source and date of the aerial photographs.

6. All comparable sales must be confirmed by the buyer, seller, broker, or other person having knowledge of the price, terms, and conditions of sale.3 The appraisal must include contact information for the party or parties relied upon to verify each sale (i.e. telephone number, email, etc.), along with maps clearly showing the location of the subject relative to the comparable property. It is important that the locations of the comparable sales and the subject property are shown on the same map so that a reader of the report who may not be familiar with the area can understand the relative proximity of the properties and locate them in the field.4

7. The appraisal report will be reviewed for compliance with the Uniform Standards of Professional Appraisal Practice, the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, and the terms of this Statement of Work. The appraiser must provide explanation, clarification, and/or modification, for any inadequacies identified by the review appraiser, before AVSO will accept an appraisal report.

8. 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.

9. If the appraiser encounters any intractable questions of fact, law, or appraisal methodology requiring resolution, the appraiser must contact the Review Appraiser for direction.

SECTION 5: PERFORMANCE/DELIVERABLE REQUIREMENTS

Appraisal Consultation: Before determining opinions of value, the appraiser must provide the Review Appraiser the draft Highest and Best Use and Larger Parcel analyses for both the Before and After appraisals.

Draft Appraisal Report Due: 90 days or best offer

Review & Comments Provided: Not later than 30 calendar days after receiving initial appraisal report.

Final Appraisal Due: Not later than 10 calendar days after final draft approval.

Deliverables: Digital report5 ü

SECTION 6: ATTACHMENTS

Exhibits to be Provided with Solicitation:

a) BRW(27C) Appraisal Site Map.pdf

b) BRW(27C) Vicinity Map.pdf

c) BRW(27C) Aerial Map.pdf

3 Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, Section 1.5.2.2, p 26.

4 Ibid, Footnote 133, p 66.

5 Must be digitally signed, prohibiting content changes but allowing content copying.

d) BRW(27C) Wetlands Map.pdf

e) BRW(27C) Legal Description.doc

f) BRW Conservation Easement Draft.doc

Exhibits to be Provided Upon Contract Award:

g) BRW (27C)Case Contact List.doc

h) BRW(27C) Permission to Inspect and Appraise.pdf

i) BRW(27C) Title Commitment Report.pdf

j) BRW(27C) Adjoiner Deeds.pdf

k) BRW(27C)Water Rights Documents.pdf

l) BRW(27C) Land Survey Report.pdf

(END OF STATEMENT OF WORK)

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

SECTION 1: CASE PROPERTIES

AVIS Project Number: F240065

Agency Case Number: 00217629

Client Agency: U.S. Fish & Wildlife Service

Case Name: BRW (17C1) Bunderson, Roy

Realty Action: Acquisition – Conservation Easement

Applicable Authority: Section 205, Federal Land Policy and Management Act of 1976 (43 U.S. Code § 1715)

Requested Service: Appraisal

Funding Source: Migratory Bird Conservation Fund

SECTION 2: SUBJECT OF THE APPRAISAL

Proposed Acquisition: A conservation easement encumbering 280 acres of the more extensive landholdings under the ownership of Roy Bunderson.

The subject property is located southwest of Jim Thornock Road and Power Road, adjacent to the western boundary of Bear Lake National Wildlife Refuge in Bear Lake County, Idaho. The property is vacant land consisting of a mixture of wetlands with some agricultural cropland and grazing land.

Legal Description of Property To Be Acquired6

A conservation easement created by Deed of Conservation Easement to be recorded, covering the following described land:

The herein after described tract of land is located in the State of Idaho, Bear Lake County, situate about one mile east from the Town of Bloomington, Idaho, being those same tracts conveyed in Warranty Deed from Rulon E.

Thornock, et al, to Roy Bunderson and Shannon Bunderson, husband and wife, recorded January 2, 1985 as Instrument No. 136487; that Corporation Warranty Deed from Tri-State Bank & Trust, to Roy Bunderson and Shannon Bunderson, husband and wife, recorded December 1, 1988 as Instrument No.

147509 and that Warranty Deed from Jerry Thornock, to Roy Bunderson and Shannon Bunderson, husband and wife, recorded December 18, 2023 as Instrument No. 242098, and being more particularly described as;

6 The appraiser should verify the legal description (1) on the ground during a physical inspection of the property; (2) with the owner of the property (if possible); (3) by comparing it with aerial or other maps available in city, county, or other governmental offices; and (4) by comparing it with public records in the recorder’s, auditor’s, assessor’s, tax collector’s, or other appropriate city or county offices. If the appraiser discovers a significant error or inconsistency, the appraiser should consult the client for clarification before proceeding with the appraisal. (UASLFA 1.2.6.2)

Township 14 South, Range 43 East, Boise Meridian, Bear Lake County, Idaho

Section 24

NW1/4, NW1/4NE1/4, E1/2NE1/4

Containing 280 acres of land, more or less.

Property Rights Appraised: Before Condition: Fee simple interest, subject to reservations and encumbrances of record. See attached Title Commitment Order No. 1118620-MON dated January 4, 2024 for exceptions.

After Condition: Fee simple interest, subject to reservations and encumbrances of record, and as encumbered with the proposed conservation easement attached hereto as an exhibit.

The “Difference” in the two market values (“Before” and “After” conditions) will provide an appraisal-based recommended compensation for the rights to be acquired.

According to the internal DME initial review: The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), Idaho Geological Survey, and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

The appraiser may rely on this assessment in the evaluation of the subsurface estate.

Current Use: Agriculture/ grazing/ recreation

SECTION 3: APPRAISAL PROBLEM IDENTIFICATION

Client: Appraisal and Valuation Services Office (AVSO)

Intended Users: Appraisal and Valuation Services Office (AVSO)

U.S. Fish and Wildlife Service .

Intended Use: To assist the client agency in its determination of the amount to be paid as just compensation for the property rights acquired or conveyed.7

Type of Value: Market Value subject to reservations and exceptions of record

Definition of 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.

UASFLA 1.2.4 at p 10.

Effective Date: The latter of:

7 Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, Section 1.2.3, page 10.

c) The date of the last property inspection, or

d) the date upon which the appraiser has concluded his market research and analysis.

SECTION 4: ASSIGNMENT CONDITIONS

Applicable Standards: USPAP 2024 UASFLA 6th Edition

Extraordinary Assumptions: The report will rely on the extraordinary assumption that the final conservation easement will have the same restrictions as those listed in the draft conservation easement provided.

Hypothetical Conditions: None.

Jurisdictional Exceptions: A jurisdictional exception to USPAP Standards Rule 1-2(c) is required for appraisals for federal acquisitions—i.e., appraisals applying the federal definition of market value—to ensure the opinion of value can be used as a reliable measure of just compensation under the Fifth Amendment to the U.S.

Constitution. Therefore, the appraiser must include the following statement:

• the appraisal was developed and the appraisal report prepared in conformance with the Appraisal Standards Board’s Uniform Standards of Professional Appraisal Practice and complies with USPAP’s Jurisdictional Exception Rule when invoked by Section 1.2.7.2 of the Uniform Appraisal Standards for Federal Land Acquisitions.

Pre-Work Meeting: Yes. A pre-work meeting, scheduled by the Review Appraiser at a mutually acceptable time and place, must precede the appraiser’s scope of work determination.

This meeting may include the agency, the private property owner, and/or other stakeholders, to provide transparency with respect to the process, to exchange vital information, and to assign tasks as necessary.

Property Inspection: In compliance with the applicable standards.

Contact information for the property owner will be provided, along with a signed permission to inspect and appraise the property. The appraiser will schedule the property inspection, providing the Review Appraiser and the agency not less than two weeks’ notice of the date.

Contacting Landowners: Under the Uniform Act, the owner or the owner’s designated representative must be given an opportunity to accompany the acquiring agency’s appraiser during the appraiser’s inspection of the property (UASFLA 1.2.6.4).

Larger Parcel: The appraiser must make a larger parcel determination in every appraisal developed under these Standards (UASFLA 1.4.6 at page 24).

Note that the larger parcel determination must be made in both the Before and After conditions.

Special Instructions: Although statistical analysis of encumbered sales may provide useful in market analysis and as a test of reasonableness, it must not be relied upon as an approach to value.

The appraiser must provide a well-supported Sales Comparison Approach in both the “Before” and the “After” valuations. The analysis of encumbered sales in the Sales Comparison Approach must provide a complete and accurate analysis of each sale’s implied diminution, based upon a comparative analysis of each sale to sales of similar unencumbered properties. Data relied upon in the determination of the diminution in value of comparable properties must be verified in accordance with the Standards, and the appraisal must provide sufficient documentation analysis for the reader to understand the value diminution calculations and methodology.

SECTION 5: AVSO APPRAISAL STANDARDS

10. The AVSO Statement of Work (SOW), and other assignment instructions must be included in the addenda to the appraisal report.

11. The appraisal development must substantially conform to the process described in Section 1 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

12. The appraisal report must substantially conform to the sequence and content described in Section 2 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition. Use of appraisal form software is not acceptable.

13. The appraisal report addenda must include a completed Appendix A: Appraisal Report Documentation Checklist, which can be found on page 208 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

14. The appraisal must include color photographs of all comparable sales from a terrestrial point of view, unless granted a waiver by the AVSO Review Appraiser in writing to use aerial photographs or satellite imagery, in which case the appraiser should cite the source and date of the aerial photographs.

15. All comparable sales must be confirmed by the buyer, seller, broker, or other person having knowledge of the price, terms, and conditions of sale.8 The appraisal must include contact information for the party or parties relied upon to verify each sale (i.e. telephone number, email, etc.), along with maps clearly showing the location of the subject relative to the comparable property. It is important that the locations of the comparable sales and the subject property are shown on the same map so that a reader of the report who may not be familiar with the area can understand the relative proximity of the properties and locate them in the field.9

16. The appraisal report will be reviewed for compliance with the Uniform Standards of Professional Appraisal Practice, the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, and the terms of this Statement of Work. The appraiser must provide explanation, clarification, and/or modification, for any inadequacies identified by the review appraiser, before AVSO will accept an appraisal report.

17. 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.

18. If the appraiser encounters any intractable questions of fact, law, or appraisal methodology requiring resolution, the appraiser must contact the Review Appraiser for direction.

SECTION 5: PERFORMANCE/DELIVERABLE REQUIREMENTS

Appraisal Consultation: Before determining opinions of value, the appraiser must provide the Review Appraiser the draft Highest and Best Use and Larger Parcel analyses for both the Before and After appraisals.

8 Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition, Section 1.5.2.2, p 26.

9 Ibid, Footnote 133, p 66.

Draft Appraisal Report Due: 90 days or best offer

Review & Comments Provided: Not later than 30 calendar days after receiving initial appraisal report.

Final Appraisal Due: Not later than 10 calendar days after final draft approval.

Deliverables: Digital report10

SECTION 6: ATTACHMENTS

Exhibits to be Provided with Solicitation:

m) BRW(17C1) Appraisal Site Map.pdf

n) BRW(17C1) Vicinity Map.pdf

o) BRW(17C1) Aerial Map.pdf

p) BRW(17C1) Wetlands Map.pdf

q) BRW(17C1) Legal Description.doc

r) BRW Conservation Easement Draft.doc

Exhibits to be Provided Upon Contract Award:

s) BRW (17C1)Case Contact List.doc

t) BRW(17C1) Permission to Inspect and Appraise.pdf

u) BRW(17C1) Title Commitment Report.pdf

v) BRW(17C1) Vesting Deeds.pdf

w) BRW(17C1)Water Rights Report.pdf

x) BRW(17C1) Land Survey Report.pdf

10 Must be digitally signed, prohibiting content changes but allowing content copying.

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

(End Clause)

FAR 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023)

(a) Definitions. As used in this clause—

Covered article, as defined in 41 U.S.C. 4713(k), means—

(1) Information technology, as defined in 40 U.S.C. 11101, including cloud computing services of all types;

(2) Telecommunications equipment or telecommunications service, as those terms are defined in section 3 of the Communications Act of 1934 ( 47 U.S.C. 153);

(3) The processing of information on a Federal or non-Federal information system, subject to the requirements of the Controlled Unclassified Information program (see 32 CFR part 2002); or

(4) Hardware, systems, devices, software, or services that include embedded or incidental information technology.

FASCSA order means any of the following orders issued under the Federal Acquisition Supply Chain Security

Act (FASCSA) requiring the removal of covered articles from executive agency information systems or the exclusion of one or more named sources or named covered articles from executive agency procurement actions, as described in 41 CFR 201–1.303(d) and (e):

(1) The Secretary of Homeland Security may issue FASCSA orders applicable to civilian agencies, to the extent not covered by paragraph (2) or (3) of this definition. This type of FASCSA order may be referred to as a Department of Homeland Security (DHS) FASCSA order.

(2) The Secretary of Defense may issue FASCSA orders applicable to the Department of Defense (DoD) and national security systems other than sensitive compartmented information systems. This type of FASCSA order may be referred to as a DoD FASCSA order.

(3) The Director of National Intelligence (DNI) may issue FASCSA orders applicable to the intelligence community and sensitive compartmented information systems, to the extent not covered by paragraph (2) of this definition. This type of FASCSA order may be referred to as a DNI FASCSA order.

Intelligence community, as defined by 50 U.S.C. 3003(4), means the following—

(1) The Office of the Director of National Intelligence;

(2) The Central Intelligence Agency;

(3) The National Security Agency;

(4) The Defense Intelligence Agency;

(5) The National Geospatial-Intelligence Agency;

(6) The National Reconnaissance Office;

(7) Other offices within the Department of Defense for the collection of specialized national intelligence through reconnaissance programs;

https://www.acquisition.gov/ https://www.govinfo.gov/link/uscode/41/4713 https://www.govinfo.gov/link/uscode/40/11101 https://www.govinfo.gov/link/uscode/47/153 https://www.ecfr.gov/current/title-32/part-2002 https://www.ecfr.gov/current/title-41/section-201-1.303#p-201-1.303(d) https://www.ecfr.gov/current/title-41/section-201-1.303#p-201-1.303(e) https://www.govinfo.gov/link/uscode/50/3003

(8) The intelligence elements of the Army, the Navy, the Air Force, the Marine Corps, the Coast Guard, the Federal Bureau of Investigation, the Drug Enforcement Administration, and the Department of Energy;

(9) The Bureau of Intelligence and Research of the Department of State;

(10) The Office of Intelligence and Analysis of the Department of the Treasury;

(11) The Office of Intelligence and Analysis of the Department of Homeland Security; or

(12) Such other elements of any department or agency as may be designated by the President, or designated jointly by the Director of National Intelligence and the head of the department or agency concerned, as an element of the intelligence community.

National security system, as defined in 44 U.S.C. 3552, means any information system (including any telecommunications system) used or operated by an agency or by a contractor of an agency, or other organization on behalf of an agency—

(1) The function, operation, or use of which involves intelligence activities; involves cryptologic activities related to national security; involves command and control of military forces; involves equipment that is an integral part of a weapon or weapons system; or is critical to the direct fulfillment of military or intelligence missions, but does not include a system that is to be used for routine administrative and business applications (including payroll, finance, logistics, and personnel management applications); or

(2) Is protected at all times by procedures established for information that have been specifically authorized under criteria established by an Executive order or an Act of Congress to be kept classified in the interest of national defense or foreign policy.

Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of any covered articles, or any products or services produced or provided by a source. This applies when the covered article or the source is subject to an applicable FASCSA order. A reasonable inquiry excludes the need to include an internal or third-party audit.

Sensitive compartmented information means classified information concerning or derived from intelligence sources, methods, or analytical processes, which is required to be handled within formal access control systems established by the Director of National Intelligence.

Sensitive compartmented information system means a national security system authorized to process or store sensitive compartmented information.

Source means a non-Federal supplier, or potential supplier, of products or services, at any tier.

(b) Prohibition.

(1) Unless an applicable waiver has been issued by the issuing official, Contractors shall not provide or use as part of the performance of the contract any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA orders as follows:

(i) For solicitations and contracts awarded by a Department of Defense contracting office, DoD FASCSA orders apply.

(ii) For all other solicitations and contracts DHS FASCSA orders apply.

(2) The Contractor shall search for the phrase “FASCSA order” in the System for Award Management

(SAM) at https://www.sam.gov to locate applicable FASCSA orders identified in paragraph (b)(1).

(3) The Government may identify in the solicitation additional FASCSA orders that are not in SAM, which are effective and apply to the solicitation and resultant contract.

(4) A FASCSA order issued after the date of solicitation applies to this contract only if added by an amendment to the solicitation or modification to the contract (see FAR 4.2304(c)). However, see paragraph (c) of this clause.

(5)

(i) If the contractor wishes to ask for a waiver of the requirements of a new FASCSA order being applied through modification, then the Contractor shall disclose the following:

(A) Name of the product or service provided to the Government;

(B) Name of the covered article or source subject to a FASCSA order;

(C) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied or supplies the covered article or the product or service to the Offeror;

(D) Brand;

https://www.govinfo.gov/link/uscode/44/3552 https://www.sam.gov/ https://www.acquisition.gov/far/4.2304#FAR_4_2304

(E) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(F) Item description;

(G) Reason why the applicable covered article or the product or service is being provided or used;

(ii) Executive agency review of disclosures. The contracting officer will review disclosures provided in paragraph (b)(5)(i) to determine if any waiver is warranted. A contracting officer may choose not to pursue a waiver for covered articles or sources otherwise covered by a FASCSA order and to instead pursue other appropriate action.

(c) Notice and reporting requirement.

(1) During contract performance, the Contractor shall review SAM.gov at least once every three months, or as advised by the Contracting Officer, to check for covered articles subject to FASCSA order(s), or for products or services produced by a source subject to FASCSA order(s) not currently identified under paragraph (b) of this clause.

(2) If the Contractor identifies a new FASCSA order(s) that could impact their supply chain, then the Contractor shall conduct a reasonable inquiry to identify whether a covered article or product or service produced or provided by a source subject to the FASCSA order(s) was provided to the Government or used during contract performance.

(3)

(i) The Contractor shall submit a report to the contracting office as identified in paragraph (c)(3)(ii) of this clause, if the Contractor identifies, including through any notification by a subcontractor at any tier, that a covered article or product or service produced or provided by a source was provided to the Government or used during contract performance and is subject to a FASCSA order(s) identified in paragraph (b) of this clause, or a new FASCSA order identified in paragraph (c)(2) of this clause. For indefinite delivery contracts, the Contractor shall report to both the contracting office for the indefinite delivery contract and the contracting office for any affected order.

(ii) If a report is required to be submitted to a contracting office under (c)(3)(i) of this clause, the Contractor shall submit the report as follows:

(A) If a Department of Defense contracting office, the Contractor shall report to the website at https://dibnet.dod.mil.

(B) For all other contracting offices, the Contractor shall report to the Contracting Officer.

(4) The Contractor shall report the following information for each covered article or each product or service produced or provided by a source, where the covered article or source is subject to a FASCSA order, pursuant to paragraph (c)(3)(i) of this clause:

(i) Within 3 business days from the date of such identification or notification:

(A) Contract number;

(B) Order number(s), if applicable;

(C) Name of the product or service provided to the Government or used during performance of the contract;

(D) Name of the covered article or source subject to a FASCSA order;

(E) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied the covered article or the product or service to the Contractor;

(F) Brand;

(G) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(H) Item description; and

(I) Any readily available…