Sol_140D0424Q0488_Amd_0001.pdf

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Appraisal services: UNA_10_106_1 Federal contract opportunity
Solicitation number
140D0424Q0488
Issued by
Department of the Interior Departmental Offices Interior Business Center

About this file

This document is an amendment to a Request for Quotation (RFQ) for appraisal services. The primary requirements include appraising a Native Allotment of approximately 1.57 acres located near Unalaska, Alaska for right-of-way purposes on behalf of the Bureau of Indian Affairs. The appraiser must have specific experience in appraising similar properties in Alaska and hold a valid Alaska Certified General Appraiser license.

The key details are:

  • The RFQ number is 140D0424Q0488 and is being issued by the Department of the Interior's Interior Business Center.
  • The response due date was extended from April 26 to May 3, 2024.
  • The evaluation criteria include Technical Qualifications, Past Performance, and Price. Technical Qualifications and Past Performance are more important than Price.
  • The appraiser must comply with specific appraisal requirements and standards, including USPAP, in developing the valuation. The appraiser will be required to attend a pre-work meeting and coordinate closely with the AVSO Review Appraiser.

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(x)

140D0424Q0488 x x

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

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

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

x

Herndon VA 20170

D55

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

04/17/20240001

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

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

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

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

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

FACILITY CODE CODE

10B. DATED (SEE ITEM 13)

10A. MODIFICATION OF CONTRACT/ORDER NO.

9B. DATED (SEE ITEM 11)

9A. AMENDMENT OF SOLICITATION NO.

CODE

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

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

PAGE OF PAGES

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

1. CONTRACT ID CODE

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

04/17/2024

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

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

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

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

ORDER NO. IN ITEM 10A.

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

The purpose of the amendment is to respond to questions for solicitation 140D0424Q0488:

# 1) Question - Provide clarification on the definition of market value, which affects the methodology. The RFQ cites the standard market value definition found in the Appraisal of

Real Estate, 15th Edition. Rights-of-way across restricted Native allotments have utilized the definition found in 25 CFR 169.2, which invokes specific methodology for appraising these types of properties.

Is the RFQ market value definition correct, or does the 25 CFR 169.2 definition apply?

Answer - The Market value definition should be from 25 CFR 169.2. See the amended

Solicitation for further detail.

The Response Due Date is extended to May 3, 2024, 3:00 ET.

Continued ...

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

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

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

Morgan Schickler

STANDARD FORM 30 (REV. 11/2016)

Prescribed by GSA FAR (48 CFR) 53.243

Previous edition unusable

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

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 59

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

140D0424Q0488/0001

All other terms and conditions remain unchanged.

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

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)

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) ………….…..18 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Feb 2024) 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) ……………………………………………………………………………………………….…..32 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Feb 2024)

ATTACHMENTS…………………………………………………………………….……………………..45

Exhibit A – Wage Determination_Aleutian, AK

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

-0001

RFQ 140D0424Q0488-0001

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

FACTOR A: TECHNICAL QUALIFICATIONS

1. State Certification: The appraiser must hold a valid license as a Certified General Appraiser by the State of Alaska as demonstrated by a copy of the State Licensing Certificate; a temporary practice permit for the State of Alaska is not sufficient. Historically, appraisers who are certified in Alaska and currently perform appraisals in Alaska provide a higher quality appraisal product than those who do not.

2. Technical Acceptability:

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

1. Please provide a summary of your years of experience appraising vacant and improved agricultural use tracts and improved rural residential tracts similar to the subject tracts within the general market area, and/or similar market areas, to include site size range and improvement types.

2. Please provide a summary of your years of experience appraising lands under USPAP guidelines. If none, please state such.

b. Qualifications of Associate Appraisers: Sub-contracting of this assignment is not permissible.

Any associates expected to contribute to the appraisal must be identified in the quote and a statement of qualifications and a copy of their license or permit must be provided.

c. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO Reviewer is within 120 days from the date of engagement. Earlier delivery is preferable and will be given consideration but is not a requirement.

FACTOR B – PAST PERFORMANCE

1. Past Performance

a. Submit a list of at least two (2) of the most recent USPAP-compliant appraisal reports completed. Include property type, size of property, date of value, location, and the client contact information for reference purposes. If none completed, please state such.

b. Submit a list of at least two (2) of the most recent appraisal reports completed for recreational land with or without improvements within the general market area or similar market areas.

Include property type, size of site, date of value, location, and the client contact information for reference purposes.

Factor C - 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 Statements of Work (SOWs).

b. 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:

1. Technical Qualifications

2. Past Performance

3. Price Quote

Technical Qualifications and Past Performance 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, April 19, 2024. All submissions shall reference “Quote – 140D0424Q0488” 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 Specialist, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, April 19, 2024. All submissions shall reference “Quote – 140D0424Q0488” 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 morgan_schickler@ibc.doi.gov and Joy B. Wilson, Contracting Specialist, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, April 26 May 3, 2024. All submissions shall reference “Quote –

140D0424Q0488” included in the subject line.

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO) – West Region Alaska

AVSO Contract Name: UNA_24_1 AVSO Case ID: #24-027_AA-6308_Berikoff, Sr AVIS Case Number: #00216768

SECTION 1 – Subject Identification & General Information

Identification

Case ID: 24-027_AA-6308_

Legal Description: Tract in Section(s) 31/25/36-T72S-R118S, Seward Meridian, (Appraisal Request will provide detailed characteristics, maps, and location of subject property).

Lat/Lon: 53.9032214728/-166.634712551

Acreage: Parent Tract: 168.327 acres, more or less/ROW: 1.57 acres, more or less.

Property Type: Native Allotment

Transaction: Road Right-of-Way

Client The Department of Interior-Appraisal Valuation Services Office (AVSO).

Intended Users The US Department of Interior-Appraisal & Valuation Services Office- Alaska (DOI-AVSO-AK) on behalf of the Bureau of Indian Affairs (BIA), Alaska.

Intended Use For use by the BIA Alaska Regional Office for Right-of-Way purposes. It is not intended for any other use. The purpose of this appraisal is to have the Appraiser provide an opinion of supported Market Value of the subject per this Statement-of-Work (SOW) instructions as a part of the assignment.

Property Description: The subject will be appraised as a/an vacant / improved parcel in/near Unalaska, Alaska. It is a Native Allotment held in restricted status by the United States of America for the landowners as per the BIA-Title Status Report. Any structural improvements located on the Subject property will be valued accordingly as real estate.

Property I.D.: Native Allotment AA-6308

Land Area: 1.57 acres, more or less.

Property Interest: Fee Simple Estate subject for the surface and subsurface, subject to the exceptions indicated in the BIA - Title Status Report and Reservations, if any. See Outstanding Rights section below.

The subject property shall be considered as if held in “fee simple” estate, subject to existing encumbrances, liens, restrictions, etc. Any encumbrances recorded or not recorded, on the Title Status Report (“TSR”) shall be discussed in the appraisal report. See the provided ownership documents and Title Status Report (“TSR”) for specific details.” The appraiser must immediately notify the AVSO review appraiser of any indications of rights contrary to these described. This may result in amended instructions.

REVISED – APRIL 30, 2024

Outstanding Rights: A Bureau of Indian Affairs-Title Status Report will be provided. Any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered must be identified and discussed in the appraisal report in relation to their impact on value. The appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to AVSO Review Appraiser.

Reservations The property owner reserves NO rights to the property

Personal Property None to be include

Physical Access N/A

Larger Parcel N/A

Ownership/Occupant Ownership information is included within the Title Status Report.

Tenancies N/A

Owner Contact Information All appropriate owner contact information is provided within the Appraisal Request. Contact the AVSO with any concerns specific to the site inspection of the subject property.

[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK]

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards The primary appraisal standards must be the current edition of the Uniform Standards of Professional Appraisal Practice (USPAP) as of the Effective Date of Appraisal. The Appraisal Report must be presented in a narrative style appraisal report format and more specifically must comply with USPAP SR2-2(a). The Appraisal must also be compliant with any supplemental requirements contained in this SOW. A Restricted Appraisal Report is not allowed.

Market Value "The most probable price, as of a specified date, in cash, or in terms equivalent to cash, or in other precisely revealed terms, for which the specified property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably, and for self interest, and assuming that neither is under undue duress.” (The Appraisal of Real Estate, 15th Edition) "Fair market value: The amount of compensation that a right-of-way would most probably command in an open and competitive market.” (25 CFR 169.2)

Effective Date of Value The Effective Date of value for this assignment is the date of the last property inspection OR date of reverification of property characteristics from a reliable third party and must be no later than 60 days prior to the submission of the completed valuation report. The AVSO Review Appraiser may approve in advance other conditions in writing when appropriate.

Extraordinary Assumptions (EA’s) If the appraiser determines Extraordinary Assumptions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s) If the appraiser determines that Hypothetical Conditions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) None. If the appraiser decides to invoke USPAP’s Jurisdictional Exception Rule to comply with law, he/she must contact the AVSO Review Appraiser to obtain prior written approval.

Placement in Report The appraiser must clearly identify all Extraordinary Assumptions, Hypothetical Conditions, and Jurisdictional Exceptions wherever the final value conclusion is stated. These must also be communicated with any General Assumptions and Limiting Conditions.

Property Inspection The appraiser must personally inspect the subject property and verify all market data utilized in the subject value conclusions unless the AVSO Review Appraiser has approved other conditions in writing.

Pre-Work Meeting The appraiser may be required to attend a pre-work meeting with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date, time & place of the meeting. The Appraiser should contact the identified AVSO Review Appraiser to setup a pre-work meeting at the beginning of the appraisal process.

The purpose of the pre-work meeting will be to clarify any issues pertaining to the scope of work, appraisal report requirements, and other concerns specific to the appraisal assignment. The meeting can be either by teleconference or at the AVSO Alaska Regional field office in Anchorage, Alaska.

Controversies/Issues The Appraiser should immediately notify the identified AVSO Region Review Appraiser if issues are identified during the course of the assignment, including improper legal descriptions, trespass issues or possible environmental issues. Conflicts and/or controversies discovered by the Appraiser in the course of the project shall be reported to the AVSO Review Appraiser, in writing within five (5) working days from discovery. The Appraiser is not required to resolve title or possession conflicts but is required to report facts and professional opinions that may be relevant to the final value estimate.

Legal Instructions None.

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the client agency, only the assigned AVSO Review Appraiser or Supervisory Regional Lead Appraiser can modify appraisal instructions (in writing). The Appraiser may not accept any changes or additions from any source other than by modification to the contract/purchase order from the Contracting Officer. The identified AVSO Review Appraiser shall be contacted if a request for change occurs at the job site location.

2. The appraiser will not communicate assignment results to any party except AVSO-Alaska unless authorized to do so in writing by AVSO. The Appraiser agrees that his/her reports and conclusions are confidential information of the U.S. Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, BIA or other Intended Users listed in the Statement of Work. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice

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

General Appraisal Requirements & Instructions

1. The appraiser must hold a valid license as a Certified General Appraiser in good standing for the state of Alaska. Temporary/Courtesy licenses will not be acceptable.

2. Experience: Appraiser shall have experience and geographic competency in appraising properties in

Alaska similar to the subject(s) and experience with the requirements, appraisal principles and procedures in USPAP. Specifically, the Appraiser shall have previous experience in the subject’s market area.

3. Court Testimony: The Appraiser agrees to provide his/her services if called upon to give testimony or be in attendance in United States Court on behalf of the Government. Prior arrangements will be made with the appraiser for such services if it is determined that such services will be needed. Any quotes submitted for this proposed contract are not to include estimated costs for court appearances.

4. Confidential Information: The Appraiser agrees that his/her reports and conclusions are confidential information of the U.S. Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, and the BIA. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice.

5. All work shall be performed by, or under the direct supervision of, an Alaska State Certified General

Real Estate Appraiser. Direct supervision means the Alaska State Certified General Appraiser will be on-site to supervise, aid in analyzing and writing of the three approaches to value and perform the inspection of the subject and comparable sales. All work performed by others shall be reviewed, approved and signed by the Certified Appraiser prior to submission of the appraisal report. Each person contributing significant professional expertise will sign and attach a certification to the report of their contribution and qualifications and a copy of their Alaska State Certified General Real Estate Appraiser License. The Appraiser will interpret and reconcile the estimates of value stating the reason(s) why one or more of the conclusions reached are the best indications of a single final opinion of value. A value range is not acceptable, unless otherwise required by the Statement of Work.

6. Scope of Work Rule: The USPAP Scope of Work Rule states an appraiser’s scope of work must be sufficient to produce a credible assignment for the type of appraisal requested. The burden of proof is on the Appraiser. The Appraiser will fully disclose and justify within the appraisal report the decision to exclude any information or procedure that may appear relevant to the client, intended users, and reviewer. Compelling reasons shall be included in support of the scope of work decision. Gathering of factual information will be conducted with sufficient diligence to ensure market data having a material or significant effect on resulting opinions are discovered with due diligence to confirm market data.

Data will be analyzed with sufficient care to avoid errors that could have significant effect on resulting opinions and conclusions.

7. Each report shall adhere to USPAP Standards 1 and 2 and must be labeled as an Appraisal Report on the title page and the letter of transmittal. Restricted reports are not acceptable. The appraisal report(s) identified with this document are reviewed in accordance with the Statement of Work and USPAP Standards 1 and 2. The Appraiser shall deliver the appraisal reports to the AVSO Alaska Regional Office identified in this document.

8. A thorough detailed analysis and summary explanation will be given to: subject property description;

rationale and market factors used to determine highest and best use; adjustments to sale data will be market derived and each will be discussed/explained/illustrated/justified, using sale pairing or other recognized methods to derive adjustments for: time, location, size, access, water frontage, utilities, topography, vegetation, improvements, aesthetics, hazards or detriments, scenic and/or other recognized elements of comparison, in comparison to the subject; comparability, similarities / differences. The analysis will include complete reconciliation and correlation of approaches to value.

Each appraisal will reflect prevailing current market conditions and will be performed based upon previous transactions from the competitive market area.

9. All three approaches to value, the Cost Approach, Income Approach, and Sales Comparison Approach, shall be analyzed, developed, and reported in the report, as applicable to the assignment. If an approach to Value cannot be developed, the appraiser shall explain why it cannot be used or is not applicable in the assignment. All details and data adjustments, as well as development procedures used for the adjustments made, will be shown in the body of the report in sufficient detail that the reader/user/reviewer can adequately understand the report in detail that is not misleading, and results in a credible report. The opinion of value will be determined and supported by comparable sales that result in a reasonable credible analysis and conclusion. The comparable sales should have a highest and best use the same as the subject property. The appraiser will discuss the purpose and reason for the adjustments in the report.

10. The Appraiser shall verify as best as possible the legal descriptions with the survey map(s) and TSR, which are attached to this SOW. Any discrepancies identified in the legal description(s) will be reported immediately to the identified AVSO Review Appraiser to obtain clarification prior to proceeding with the assignment.

11. Reports shall include a three-year history of the use and occupancy of the subject property. If any of the information cannot be determined, then the appraiser shall explain why and report the existing facts. Also include a ten-year record of all sales, and if the information is available, then any offers to buy or sell the property being appraised. If no sale of the property has occurred in the past ten years, then the appraiser shall report the last sale of the property, regardless of the date. Report the rental history of the subject property, for at least the past three years, or explain the reasons the information cannot be obtained.

12. Reports shall include a copy of the Appraiser’s State of Alaska Certified General Appraiser License, statement of qualification detailing his/her appraisal education and experience with similar properties to the subject properties. Temporary/Courtesy Licenses are NOT acceptable.

13. Reports shall include a signed certification consistent with USPAP Standard Rule 2-3.

14. The Appraiser is required to conduct and use due diligence in market research in gathering, collecting, and verifying sales information for comparables in the subjects’ market areas, at the local borough or state courthouse(s) deed records, on or near the subject property, including areas outside and adjacent to the boundaries that would be considered within the market neighborhood. The opinion of value will be supported by recent sales in the general market of fee lands and Native Allotments (restricted fee).

15. Written sale sheets will be required in each report for all comparables utilized. The sales sheets will address/discuss the following as of the sale date:

• Grantor and grantee

• Sale date

• Sale price

• Terms of sale

• Buyer/seller motivation

• Exposure/marketing time

• Legal description and size

• Type of instrument and reference of the deed by recording district, including book & page or document number

• Assessor’s parcel number and taxes (if applicable)

• Present use

• Highest and best use

• Re-sale information if applicable

• Location (latitude & longitude in DMS) and relevant area/neighborhood information

• Legal and physical access

• Utilities availability to the property with estimated distance & direction & cost to obtain if applicable

• Identify water source, system or project, costs and rights (if applicable)

• Topography

• Water frontage: quantity and quality (if applicable)

• Zoning and other land use restrictions, e.g. Easements and encroachments

• Aesthetics

• Hazards or detriments

• Complete description of site or land improvements (wells, septics, fences, corrals, ponds, reservoirs, terraces, driveways, utility connections, roads, etc.) If applicable and estimated contribution of each improvement, if applicable

• Complete description of structures or buildings (items not considered site or land improvements), if applicable and estimated contribution of each structure or building, if applicable

• Non-fee contributions (leases, other)

• Applicable rental information and history

• Capitalization rate to be derived, illustrated, and fully explained by use of estimated or actual income/expenses, if applicable.

• Rates of return to be derived and fully explained, if applicable

• Sale sheets shall include a brief narrative description of the sale property

• Copies of deeds

• Photographs of the property and description, and the date of photograph (no “thumbnail” photographs may be included, the recommended size for photographs is 3” x 5”).

• Plot map or sketch of each comparable property

• Comparable sales map showing the relative location of the comparable sales to the subject property

• AVSO-Alaska Region sales database index number (if applicable).

16. Each sale will be confirmed and supported by the borough/municipality records and assessor data if applicable, (showing acres and/or improvements). Sale details should be independently substantiated with knowledgeable parties. While sources such as selling agent, buyer’s agent, lender, attorney, appraiser, and title company are allowed, verifications with the buyer or seller are preferred. Source of sale data confirmation will be disclosed and identified with date verified, by whom and contact information. Distance and direction of a known community or town will be listed. Market sources may be supported, but not replaced by data published by federal, state or local agencies.

17. The elements or features of comparison and adjustments made shall be reliable, market extracted and supported by verified sales information. Quantitative analysis, when available through techniques such as paired sales or re-sales, etc. is required in each report. If the quantitative adjustments cannot be applied because the adjustments will not result in a credible report, then the qualitative analysis technique may be utilized. An adjustment based upon a statement such as “based upon my experience” is inadequate. Statistical Analysis or regression may be used only in support of the quantitative technique.

18. The Appraiser shall furnish and be responsible for payment of all labor, materials, transportation, equipment, tools, operating supplies, and incidentals to complete the work as specified. All work shall be performed by the qualified principal appraiser of this contract. The principal Appraiser shall not sub-contract or re-assign the appraisal(s) to another appraiser.

19. This report shall adhere to USPAP Standards.

20. It is required that reports include photographs of the subject property; date the photograph was taken and by whom, and description of the photograph (subject property) No “thumbnail” photographs may be included and the recommended size for photographs is at least 3” x 5”, delineated maps and color photographs with North arrow indication and photographer location of the subject and comparable sales.

Maps recommended in each report include: (1) plat or area map of the comparable sales with sections and townships identified, (2) topographic including subject and adjacent sections, (3) aerial, (4) one single map identifying all comparable sales and the subject property, and (5) other illustrations or maps as needed to identify or clarify each property’s physical elements and condition.

21. It is required that each report page should have the following header and footer:

22. The AVSO Statement of Work, other assignment instructions and engagement letter must be included within the Addenda to the appraisal report. The BIA Appraisal Request Form should be the final page of the Appraisal Report.

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

24. 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.

25. 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.

26. 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 Review Appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

27. 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.

28. 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.

29. The appraiser must disclose if he/she has performed any services regarding the subject property within the three prior years.

30. The Appraisal Report will be reviewed in accordance with USPAP Standard 3 by AVSO prior to acceptance. The reviewer is an AVSO reviewer with a State Certified General Appraiser License. Each appraisal report will be reviewed in its entirety for compliance with the SOW and with applicable appraisal standards and rules, including USPAP. The Appraiser is responsible for any corrections and /or revisions to the report necessary for final approval.

31. All file material supplied to the Appraiser by the AVSO is considered and remains government property, it will be returned with the completed report or as requested by the identified AVSO Review Appraiser (When Applicable: specifically Request for Appraisal, Title Status Report, and maps specific to the property, etc.).

32. The Appraiser’s work file and supporting documentation, upon request, will be provided to the reviewer.

[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK]

Final Appraisal Report 15 days after the appraisal review and acceptance, the final edition as a encrypted pdf file must be submitted to the AVSO Review Appraiser.

Invoice Submission and Payment 60 days after Final Appraisal Report acceptance by the Government.

Closeout 60 days after final payment

Note: Any adjustments to the above Deliverable/Task Schedule shall be submitted to the Contracting Officer (CO). The Contracting Officer will approve or reject the request by email.

(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;

(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;

(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 information about mitigation actions undertaken or recommended.

(ii) Within 10 business days of submitting the information in paragraph (c)(4)(i) of this clause:

(A) Any further available information about mitigation actions undertaken or recommended.

(B) In addition, the Contractor shall describe the efforts it undertook to prevent submission or use of the covered article or the product or service produced or provided by a source subject to an applicable FASCSA order, and any additional efforts that will be incorporated to prevent future submission or use of the covered article or the product or service produced or provided by a source that is subject to an applicable FASCSA order.

(d) Removal. For Federal Supply Schedules, Governmentwide acquisition contracts, multi-agency contracts or any other procurement instrument intended for use by multiple agencies, upon notification from the Contracting Officer, during the performance of the contract, the Contractor shall promptly make any necessary changes or modifications to remove any product or service produced or provided by a source that is subject to an applicable FASCSA order.

(e) Subcontracts.

(1) The Contractor shall insert the substance of this clause, including this paragraph (e) and excluding paragraph (c)(1) of this clause, in all subcontracts and other contractual instruments, including subcontracts for the acquisition of commercial products and commercial services.

(2) The Government may identify in the solicitation additional FASCSA orders that are not in SAM, which are effective and apply to the contract and any subcontracts and other contractual instruments under the contract. The Contractor or higher-tier subcontractor shall notify their subcontractors, and suppliers under other contractual instruments, that the FASCSA orders in the solicitation that are not in SAM apply to the contract and all subcontracts.

(End of clause)

FAR 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders— Commercial Products and Commercial Services (Feb 2024).

(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 Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (DEC 2023) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) ( 31

U.S.C. 3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-

78 ( 19 U.S.C. 3805 note)).

(b) The…

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