Sol_140D0425Q0227.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

02/10/2025 1500 ES

01/30/2025

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

140D0425Q0227

5. SOLICITATION NUMBER

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

1 147 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 UOC (39, 40 &41); AVIS Case Number:

00223921, 00223981, 00223989; AVIS Project

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Joy B. Wilson

. 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.

Number: F240101, F240104, F240106

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

147 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) UOC (39)

STATEMENT OF WORK (SOW) UOC (40)

STATEMENT OF WORK (SOW) UOC (41)

PURCHASE ORDER 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) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (May 2024) 52.222-55 Deviation Oct 2023 Updated (Aug 2024) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Feb 2021)

PURCHASE ORDER PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998) 52.201-1 Acquisition 360: Voluntary Survey (Sep 2023) 52.204-7 System for Award Management (Nov 2024) 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) 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (May 2024)

ATTACHMENTS…………………………………………………………………….…………………….76

SOLICITATION - 140D0425Q0227 TITLE - UOC (39, 40 &41)

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) is issuing a request for quotation for market valuation and appraisal services for:

AVIS Case Name: UOC (39); AVIS Case Number: 00223921; AVIS Project Number:

F240101.

AVIS Case Name: UOC (40); AVIS Case Number: 00223981; AVIS Project Number:

F240104 AVIS Case Name: UOC (41); AVIS Case Number: 00223989; AVIS Project Number:

F240106

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 is 300 calendar days from the date of the Purchase Order (PO) award. The initial appraisal target date is 135 calendar days from the date of award. If the target delivery dates are not achievable, then the contractor may provide justification (workload, etc.) and propose an alternative delivery date. See Section 3: Performance & Submission Requirements specified in the SOW.

LINE-ITEM PRICING

CLIN

No. Land Appraisal Services Description Total Price

00010

AVIS Case Name: UOC (39, 40 &41) AVIS Case Number: 00223921, 00223981, 00223989 AVIS Project Number: F240101, F240104, F240106

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)

[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK]

TECHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR A: TECHNICAL QUALIFICATIONS

1. State Certification: The offeror making the quote will be responsible for completing the assignment and certification of the completed appraisal report. Sub-contracting of this assignment is not permissible. The offeror must hold a valid license as a Certified General Appraiser by the State of Louisiana as demonstrated by providing a copy of the State Licensing Certificate in the quote or, have the ability to obtain a temporary practice permit for the State of Louisiana. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, they must provide a copy of their current state license. (A temporary license must also be provided by the contracted appraiser and included in the addenda of the appraisal report.)

2. Technical Acceptability:

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

1. Please provide a summary of years of experience appraising timbered land properties, merchantable timber, bottomland properties, large acreage properties, recreational lands, wetlands, landlocked properties, and improved rural residential tracts similar to the subject tracts. Include site size range, improvement types, location and assignment type. Experience that shows geographic competency will be given greater consideration. If the appraiser has experience with similar properties, but not in the subject market, then they must state this fact and the actions proposed to gain geographic competency.

2. Please provide a summary of years of experience appraising lands for federal acquisition under UASFLA guidelines. If the offeror doesn’t have federal acquisition experience, please state such and describe experience appraising properties for State and/or other regulatory agencies. Specific experience that illustrates experience with partial acquisitions subject to Federal agency standards will be given greater consideration.

3. Offerors with professional designations from a recognized professional appraisal organization will be given greater consideration; however, designation isn’t required. If the appraiser is a member of a professional organization, this should be identified in the statement of qualifications with the name of the organization, and the level, type, or category of such membership.

4. The offeror must provide a recent completion certificate for UASFLA course.

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

The offeror is required to be the signatory of the appraisal reports. Any associate appraisers expected to contribute to the appraisal development and/or report writing must be appropriately licensed and identified in the quote along with a description of their anticipated contributions, a statement of qualifications and a copy of their license or permit. No other associates may work on the project without prior written authorization from the AVSO Review Appraiser. If the quote doesn’t identify associate appraisers as providing assistance, it is expected that the offeror is doing 100 percent of the research, verifications, property inspections, valuation analyses and appraisal writing.

c. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO

Reviewer is 90 days from the date of engagement with the last report due no later than 135 days from notice to proceed.

FACTOR B: PAST PERFORMANCE

1. Past Performance

a. Provide a list of at least five (5) of the most recent UASFLA-compliant appraisal reports completed. Include property type, size of property, date of value, location, and the client contact information for reference purposes. If assignments were completed for AVSO, provide AVSO case number. If none completed, please state such.

b. Provide a list of at least two (2) of the most recent appraisal reports completed for timberland with/without improvements and in the subject market or similar market areas. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

c. Provide two sets of comparable sale summary sheets for timber properties that demonstrate typical reporting levels for you work. Sale summary sheets in compliance with UASFLA 2.3.3.4 will be given greater consideration.

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 the Price Quote.

(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 Joy B. Wilson, Contracting Officer, 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 4, 2025. All submissions shall reference “Quote – 140D0425Q0227” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, February 4, 2025. All submissions shall reference “Quote – 140D0425Q0227” included in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, February 10, 2025. All submissions shall reference “Quote – 140D0425Q0227” included in the subject line.

http://www.sam.gov/

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office (AVSO)

Agency Case ID: 00223921

AVIS Number: F240101

SECTION 1 – Subject Identification & General Information

Identification Case Name UOC(39) Location Morehouse Parish, LA Acreage 709.59 +/- acres Property Type Recreational/Timberland Case Type Acquisition

Client U. S. Department of the Interior, Appraisal and Valuation Services Office

(AVSO)

Intended Users The intended users of the report are the client (AVSO) and the U. S. Fish and Wildlife Service (FWS) on behalf of the United States of America (USA).

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

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW. Please refer to item #4 of the Special Appraisal Instructions of this SOW for additional valuation instructions.

Aerial Map of Subject Property

Property Description The subject property is located on the northwestern side of Lonesome Road, Morehouse Parish, Louisiana. GPS Coordinates are 32.823355°,-92.020054°.

The property is comprised of 709.59 +/- acres.

The current and historic use of the property is for recreational/timberland. Harvesting activity is unknown.

Maps identifying the subject tract are included in this SOW along with a corresponding workbook summarizing the affiliated tax property Id’s and surrounding ownership interests. Additional ownership information including articles of incorporation will be provided to the awarded contracted appraiser. The contracted appraiser will be responsible for independently verifying ownership interests. It is anticipated that additional and expanded descriptive information on the subject’s attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions.

According to the AVSO Division of Mineral Evaluation (DME) the subject property there is the geologic potential for the occurrence of construction aggregate materials, however these materials are not likely to be of economic quantity/grade. There is the ongoing production of gas deposits, but there is no recent or current exploration or development to indicate industry interest in additional development of the subject property. There is no recognized mineral development potential associated with the surface rights acquisition of the property.

Property Access Access is via Lonesome Road, Morehouse Parish, Louisiana.

Legal Description Description of a 709.59 acre tract of land situated in a portion of Sections 1, 11, 12 & 14, T 21 N

- R 4 E, Morehouse Parish, Louisiana further described as follows:

FROM a found iron pipe at the northwest corner of the Southwest¼ of the Southwest¼ of Section 12, T 21 N - R 4 E, Morehouse Parish, Louisiana, thence run South 89°52'32" West for 3971.45 feet to a found iron pipe and THE POINT OF BEGINNING; thence continue South 89°52'32" West for 22.60 feet to a found 1" iron pipe; thence run North 00°03'55" West for 3974.61 feet to a found iron pipe at the northwest corner of the East½ of the West½ of Section 11; thence run North 89°49'28" East along the north line of the West½ of Section 11 for 1332.30 feet to a found 1" iron pipe at the North ¼ corner; thence run North 89°50'50" East along the north line of the East½ of Section 11 for 2663.35 feet to a found pipe at the corner common to Sections 1, 2, 11 & 12; thence run North 01 °04'33" West along the west line of Section 1 for 874.91 feet to a point; thence run North 79°59'14" East for 967.45 feet to a point in the centerline of Meter Station Road; thence run South 31 °23'17" East along said centerline for 48.94 feet to a point; thence run South 43°43'02" East along said centerline for 65.20 feet to a point; thence run South 56°37'35" East along said centerline for 69.95 feet to a point; thence run South 60°49'30" East along said centerline for

2318.48 feet to a point in the centerline of Long Lonesome Road; thence run South 26°03'11" West along said centerline for 4299.12 feet to a point in the centerline of Paw Paw Lake Trail; thence run South 85°05'09" West along said centerline for 81.21 feet to a point; thence run South 74°35'35" West along said centerline for 272.61 feet to a point; thence run South 72°56'53" West along said centerline for 5017.76 feet to a point; thence run North 04°24'48" West for 405.97 feet to a 1" iron pipe; thence run North 00°06'08" East for 1237.19 feet to a found 1" iron pipe and The Point Of Beginning.

The above described tract of land is situated in a portion of Sections 1, 11, 12 & 14, T 21 N - R 4 E, Morehouse Parish, Louisiana as surveyed by Jeffrey M. Messinger, Professional Land Surveyor, and shown on plat of survey file 5645 .1 M-4563.1 containing 709.59 acres and is subject to a twenty five foot Right of Way along Paw Paw Lake Trail, Long Lonesome Road, and Meter Station Road.

The subject along with 481.03 +/- non-contiguous acres were acquired by the owner in an exchange on November 29, 2022. Copies of the vesting deed will be provided to the contracted appraiser upon award.

Upon a signed offer to purchase, a survey will be completed by FWS prior to acquisition to establish a final legal description for conveyance and determine an accurate acreage. Please refer to item #4 of the Special Appraisal Instructions section of this SOW for additional valuation instructions.

Property Interest to be Appraised

Fee simple, excluding oil, gas and mineral rights and any known reservations, restrictions and encumbrances of record. See Section 2, Extraordinary Assumptions (EA’s).

Any information developed by the Appraiser, or observations that are found to be contrary to the described property rights must be immediately brought to the attention of the AVSO Review Appraiser as a request for possible amended instructions.

Reservations/Outstanding Rights A title report has not and will not be provided by FWS. (Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.)

Verification with the property owner is advised. Any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligent investigation, in the “normal course of business”, must be identified and discussed in the appraisal report in relation to the impact on value. The appraiser must immediately notify the AVSO Review Appraiser of any indication of rights or reservations of record that may result in the need for amended instructions.

Personal Property None.

Tenancies None known or noted/reported by USFWS. The appraiser should confirm with the property owner whether there are any current leases and/or rental agreements for the property

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity/proximity as it relates to the highest and best use. UASFLA requires that the factual basis and Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. The appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

The property to be acquired consists of 709.59 acres ±. FWS reports there’s the potential for beneficial control over ownership interests in other contiguous and non-contiguous lands proximate to the subject in 2,749.15 +/- acres. It is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership/title in conjunction with unity of highest and best use/integrated use for the purposes of determining the larger parcel(s). The Appraiser is required to meet before and after the site inspection with the AVSO Review Appraiser in advance of completion of the final report, to discuss the Appraiser’s highest and best use and larger parcel analysis. .

Appraiser’s Use of Consultant’s Reports

The owner has indicated a potential for merchantable timber on the subject property. However, no timber cruise, stocking/harvest information, or harvesting permits have been provided by FWS and/or the landowner for the identified tracts. Please notify the AVSO Review Appraiser if you determine a timber cruise is necessary to achieve credible assignment results (note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales).

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

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

Ownership Information will be provided to the contracted Appraiser upon award. This parcel’s ownership interest has been identified as Ownership A in the solicitation exhibits.

Owner Contact Information

The owner contact information will be provided to the contracted Appraiser upon award.

Subject Property Exhibits

The following exhibits are provided as part of the solicitation:

1. USFWS UOC(39) Appraisal Map

2. UOC Properties Google Earth Map

3. RPID Properties Workbook Redacted

4. UOC(39) RPID#2049 Ownership A 0.69Ac and House Redacted

5. UOC(39) RPID#26966 Ownership A 709.59Ac Redacted

The following exhibits will only be provided to the contracted Appraiser upon award:

6. RPID Properties Workbook Unredacted

7. UOC(39) Articles of Incorporation

8. UOC(39, 40 & 41) Project Contact List

9. UOC(39) DME Report

10. UOC(39) Assessment Record

11. UOC(39) Exchange Deed

12. UOC(39) PLSA

13. UOC(39) PTA

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP- 2024 edition)

Standards 1 & 2

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

3. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL

91-646) as amended; 49 CFR, Part 24

Market Value Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions, 1.2.4 of 6th Edition) This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

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

Extraordinary Assumptions (EA’s) A title report has not been provided for the property to be acquired and the reviewer is authorizing the use of the following extraordinary assumption:

“It is noted that a title commitment was not provided for the subject property. I received a deed and other information related to the property being appraised, but it is uncertain if this information encompasses all outstanding rights or reservations currently found on the tract.

AVSO has informed me that according to information provided to U.S. Fish and Wildlife Service, the oil, gas and mineral rights have been previously reserved. The AVSO client, U. S.

Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the subject property and that there are no additional encumbrances, reservations or restrictions beyond those already identified; excluding the oil, gas and mineral rights, that could materially affect value. Use of this statement may have affected the assignment results, but is consistent with FWS policy. If a change in the estate appraised is required based on information in the final title when obtained, could require an amendment of the appraisal, or a re-appraisal of the property so that the estate appraised accurately reflects the estate to be transferred.”

If the Appraiser determines that additional extraordinary assumptions are necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion of exposure time [UASFLA, 6th Ed., Section 1.2.4, 1.2.7.2 and 4.2.1.2 (legal basis)], unlike other appraisal assignments subject to USPAP [Standard Rule 1-2(c) and 2-2(a)(vi)]. This exclusion of exposure time requires the use of a Jurisdictional Exception (JE) to USPAP. (Refer to page 15 of USPAP for proper reporting.)

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

Please also note that in accordance with UASFLA, Section 1.2.4, estimates of marketing time are not appropriate and must not be included in appraisal reports prepared to UASFLA standards.

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

Property Inspection The Appraiser must physically inspect the subject property (UASFLA Section 1.2.6.3). The owner has given permission to enter the property to conduct an inspection. The documents granting permission to appraise will be provided to the contracted Appraiser upon award. Please contact the owner directly, after award, to arrange a date and time for inspection. You must notify the AVSO Review Appraiser, in advance, when the property inspection will occur. Coordination of the inspection with the FWS Refuge Manager is recommended.

For appraisals with an intended use of acquisition, the Appraiser must certify in the report that he/she extended an offer to the property owner (or the owner’s representative) to accompany him/her during the property inspection. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed. (Section 2.3.1.4)]

Pre-Work Meeting/Conference Call The contracted Appraiser will be required to participate in a pre-work meeting by telephone with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date and time of the pre-work meeting directly with the contracted Appraiser. Weekly status updates are required.

Controversies/Issues Should the Appraiser identify controversies or issues during the course of the assignment, immediately notify the assigned AVSO Review Appraiser.

Legal Instructions None given. Should the appraiser determine that legal instruction is required to satisfy UASFLA requirements, they must immediately notify the AVSO Review Appraiser.

Special Appraisal Instructions

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

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

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

4. The area of acquisition is estimated to contain approximately 709.59 acres ±, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, it is requested that in addition to stating the final conclusions(s) of the larger parcel(s) within the appraisal report, the unit value (e.g., $XX/acre) for the larger parcel(s) be stated along with the range of acreage within which that unit value(s) would be valid (e.g., $XX/acre is valid for a range of XX-XX acres). This is an assignment condition and to be reported as such within the appraisal report:

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

General Appraisal Requirements & Instructions

1. The Appraiser must hold a valid license as a Certified General Appraiser as demonstrated by a copy of the state certificate. (Valid credentials would also include those issued under a reciprocity agreement and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes where the subject is located and must also be provided if applicable.)

2. This AVSO Statement of Work, any written assignment specific legal instructions/opinions or hypothetical conditions, and pages 1 & 2 of the Contract Award document must be included within the Addenda to the appraisal report along with the Appraiser’s license, to include temporary if applicable, and qualifications.

3. All appraisals complying with UASFLA should reasonably conform to the sequence and content outlined in UASFLA, Section 2.3 as well as Appendix B or C, depending on applicability.

4. The appraisal is to be documented in an “Appraisal” reporting format [USPAP Standard 2-

2(a)]. UASFLA, Section 2.2 states that reporting formats set forth under Sections 2.3, 2.4, and

2.5 (Appendix B, C, or D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

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

6. All the comparable properties used in direct comparison to the subject are to be personally inspected (UASFLA Section 1.2.6.3). Color photographs of comparable properties shall be included in the appraisal report along with comparable data maps and/or exhibits. AVSO will accept aerial photographs for comparable land properties if the aerial photographs accurately represent the comparable property as of the date of sale.

7. 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.

8. The Appraiser shall consider the appraisal report and all Department of the Interior (DOI) internal documents furnished to the Appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO Review Appraiser.

9. AVSO will not normally accept custody of confidential information. Should the 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.

10. If including any proprietary information in the appraisal, the Appraiser must gain concurrence from AVSO Review Appraiser and deliver the proprietary information in a separate binder.

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

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

SECTION 3 – Performance & Submission Requirements

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

This assignment is part of a three (3) report contracting package. The contractor shall have 90 calendar days from the date of award to deliver the initial report for the first appraisal to the AVSO Review Appraiser. An additional 45 days will be provided to complete the remaining two appraisal reports for a total of 135 days to provide all reports. If the contractor determines that a performance period of 135 days is not realistically feasible, it is the contractor’s responsibility to provide an alternative delivery date, with justification for the change, in the quote. NOTE: Preference may be given to the quotes which best meets the stated delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting By telephone, coordinated by the AVSO

Review Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

The first report will be due in 90 days with the remaining days due in 135 days. Submit one (1) electronic (pdf) copy of report.

Review Period & Comments Provided to Appraiser

Target is 15 calendar days after initial appraisal report received.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 2 days or 15 days total in the event of multiple requests for correction or clarification.

Final Appraisal Report Due The appraiser will provide a final, signed electronic copy (PDF) to the reviewer upon final approval of the appraisal.

Invoice Submission and Payment Within 60 days after the final appraisal report is accepted by AVSO.

Closeout Within 60 days after the final payment is made.

Payment Please note: Any adjustments to the above Deliverable/Task Schedule shall be submitted to the Contracting Officer. The Contracting Officer will approve or reject the request by email.

The final invoice/request for payment is not to be submitted until the AVSO Review Appraiser is in receipt of the final/approved electronic copy of the appraisal report and has notified the Appraiser that the assignment is completed.

(END OF STATEMENT OF WORK)

Agency Case ID: 00223981

AVIS Number: F240104

Identification Case Name UOC(40)

Acreage 937.01 +/- acres (152.81 Ac & 784.2 Ac) owner. It is not intended for any other use.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW. Please refer to item #4 of the Special Appraisal Instructions of this SOW

The subject property is Morehouse Parish RPIDs #20307 & 20505. It is located on the northwestern side of Long Lonesome Road, bisected by Paw Paw Lake Trail, Morehouse Parish, Louisiana. GPS Coordinates are 32.809096°,-92.039870° and 32.808547°, -92.030208°.

The property is comprised of 937.01 +/- acres.

The current and historic use of the property is for recreational/timberland. Harvesting activity is unknown.

ownership information including articles of incorporation will be provided to the awarded contracted appraiser. The contracted appraiser will be responsible for independently verifying ownership interests. It is anticipated that additional and expanded descriptive information on the subject’s attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions.

According to the AVSO Division of Mineral Evaluation (DME) the subject property there is the geologic potential for the occurrence of construction aggregate materials, however these materials are not likely to be of economic quantity/grade. There is the ongoing production of gas deposits, but there is no recent or current exploration or development to indicate industry interest in

Access is via Long Lonesome Road, Morehouse Parish, Louisiana.

Legal Description RPID# 20307: Per PLSA, see Act of Donation Deed – Morehouse Parish Parcel #:

9210411NSUDC000, and Exchange Deed were landowner sold 102.49 acres out of this parcel. The appraiser should verify the legal description in accordance with UASFLA.

RPID# 20505: FROM an iron pipe at the northwest comer of Section 23, T21N-R4E, Morehouse Parish, Louisiana run South 52° 20' 41" East for 3101.13 feet to a point in the centerline of Long Lonesome Road and THE POINT OF BEGINNING; thence run the following courses and distances along a line being twenty five feet from the centerline of Pawpaw Lake Trail; North 89° 54' 22" W'CSt fur 2343.44 feet to the P.C. of a curve to the right; thence run along said curve to the right having a Radius of 195.84 feet the Chord being North 48° 00' 08" West 261.60 feet for

286.46 feet to the P.T. of said curve; thence run North 06° 05' 53" West for 4808.45 feet to the P.C. of a curve to the left; thence run along said curve having a Radius of 346.26 feet the Chord being North 27° 49' 32" West 256.37 feet for 262.62 feet to theP.T. of said curve; thence run North 49° 33' 11" West for 930.41 feet to the P.C. of a curve to the right; thence run along said eurve having a Radius of 125.87 feet the Chord being North 11° 41' 51" East220.70 feet for 269.11 feet to the P.T. ofaaid curve; thence run North 72° 56' 53" East for 7905.18 feet to a point; thence run North 74° 35' 35".Bast for 269.95 feet to a point; thence run North 85° 05' 09" Bast for 63.99 feet to a point in tho centerline of Long Lonesome Road; thence run South 25° 55' 46" West along said centerline fur 902.48 feet to the P.C. of a curve to the left; thence run along said curve having a Radius of 1487.65 feet the Chord being South 20° 01' 24" West 306.16 feet for 306.71 feet to a point and The Point of Beginning.

The above described tract of land situated in a portion of Sections l l, 12, 13, 14, 15, 22 & 23 T21N-R4E, Morehouse Parish, Louisiana as surveyed by Jeffrey M. Messinger, Professional Land Surveyor, containing 784.20 acres and is subject to all existing easements.

The 152.81 acres was transferred into the current ownership in August 2018 through an Act of Donation deed. After transfer, 102.49 +/- acres affiliated with the 2018 transfer, transferred ownership again in 2021 via an Exchange Deed. The consideration in the exchange was for a 50% interest in an LLC. The assets and interests of the LLC are unknown. There have been no other transfers of the subject parcels in the past 10 years, nor are any currently listed for sale. Copies of the vesting deed, tax cards and maps will be provided to the contracted appraiser upon award.

Upon a signed offer to purchase, a survey will be completed by FWS prior to acquisition to establish a final legal description for conveyance and determine an accurate acreage. Please refer to item #4 of the Special Appraisal Instructions section of this SOW for additional valuation instructions.

Property Interest to be Appraised Fee simple, excluding oil, gas and mineral rights and any known reservations, restrictions and encumbrances of record. See Section 2, Extraordinary Assumptions (EA’s).

Any information developed by the Appraiser, or observations that are found to be contrary to the

Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.)

Specifically noted within title exceptions of record are:

- Heartland hereby grants, bargains, sells, conveys and delivers in favor of Ouachita A TP's property adjacent to the tract described on Exhibit "A", a non-exclusive predial servitude for ingress and egress and utilities over and across the Heartland Property (DB653 PG633)

- Rights-of-Way for Ingress And Egress (DB675 PG97)

Verification with the property owner is advised. Any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligent investigation, in the “normal course of business”, must be identified and discussed in the appraisal report in relation to the impact on value. The appraiser must immediately notify the

Tenancies owner whether there are any current leases and/or rental agreements for the property

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity/proximity as it relates to the highest and best use. UASFLA requires that the factual basis and Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. The appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

The property to be acquired consists of 937.01 acres ±. FWS reports there’s the potential for beneficial control over ownership interests in other contiguous and non-contiguous lands proximate to the subject in 2,749.15+/- acres. It is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership/title in conjunction with unity of highest and best use/integrated use for the purposes of determining the larger parcel(s). The Appraiser is required to meet before and after the site timber cruise, stocking/harvest information, or harvesting permits have been provided by FWS and/or the landowner for the identified tracts. Please notify the AVSO Review Appraiser if you determine a timber cruise is necessary to achieve credible assignment results (note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales).

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

Should a timber cruise/valuation be determined necessary, please note that Section 1.13 of UASFLA states “the appraiser cannot merely accept such consultant reports as accurate, but rather must analyze such reports and adopt them only if reasonable and adequately documented and supported.