Real Estate Apprailsals Response to Questions_IDIQ RFP.pdf
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- Attached to
- Real Estate Appraisal and Advisory Services
- Solicitation number
- 19AQMM24R0066
About this file
This document is a response to questions for a Request for Proposals (RFP) for a real estate appraisal and advisory services contract. The key details are:
The Department of State (DoS) plans to award multiple Indefinite Delivery, Indefinite Quantity (IDIQ) contracts for real estate appraisal and advisory services. The contracts will have a one-year base period and four one-year option periods. Awards will be made to the proposals that represent the best value to the government, with technical considerations more important than cost. The contract will be partially set aside for small businesses, defined as having average annual receipts of no more than $35.5 million.
The RFP response provides answers to 20 questions covering the portfolio size, frequency of valuations, geographic coverage requirements, contract structure, pricing, subcontractor plans, licensing needs, inspection requirements, and other administrative details. It indicates the RFP includes a Statement of Work and evaluation criteria, but does not provide the full text of those documents. The response addresses some specific questions about attachments and forms, clarifying that certain referenced attachments are not actually included in this RFP.
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RESPONSE TO QUESTIONS FOR REAL ESTATEAPPRAILSALS SOLICITATIION 19AQMMM24R0066
1. QUESTION: What is the construct and size of the State Department’s portfolio?
ANSWER: The size of the State Department portfolio is over $85 billion with over
26,000 assets including commercial and residential in 288 locations. Around two-thirds of these assets are leased and the remaining third government-owned.
2. QUESTION: What is the estimated frequency of valuations and reporting output?
ANSWER: Frequency of appraisal services can fluctuate depending on government priorities. However, typically there are 15 to 30 SOWs sent per quarter with a typical turnaround time of 45 days to complete a valuation. Some assignments may have shorter time frames, others longer depending on number of properties to be appraised, complexity of the assignment, region and/or other factors.
3. QUESTION: Is this a ‘call off’ structure (i.e., would we be able to decline if we did not have adequate sector and/or geographic coverage)?
ANSWER: A firm submitting an RFP should have the resources (direct or via qualified affiliates and/or subcontractors) to work in at least 3 of the 5 global regions. If awarded an IDIQ contract, a firm may decline to bid on an individual assignment, if necessary.
However, performance, availability, etc. are factors considered when making selections of firms under this RFP since it is a best-value contract.
4. QUESTION: Will multiple contracts be awarded globally or at a more granular country or regional level?
ANSWER: Multiple contracts globally. Every task order awarded under this IDIQ contract will be specific to a project and/or in a particular city.
5. QUESTION: Is the $20,000 guaranteed minimum base and $2 million cap per contract awarded or encompasses all contracts awarded to all suppliers?
ANSWER: It is $2 million cap per year per IDIQ contract awarded.
6. QUESTION: How will task orders be allocated over multiple contracts?
ANSWER: Lowest Price / Best Value
7. QUESTION: Will a provider have an exclusive over certain geographies?
ANSWER: No.
8. QUESTION: What limitation of liability will be required? Does that include all subcontractors that may be engaged for specific projects?
ANSWER: Vendors are responsible for all subcontractors that they hire for any service, including the performance of that subcontractor.
9. QUESTION: For our response, do we need a detailed Subcontracting Plan for each geography, or can it be a global strategy on our approach to selecting Small, Disadvantaged and Woman-owned, HUB zone and disabled, and Veteran-owned businesses enterprises, when possible?
ANSWER: Each vendor should provide a detailed business plan for each region of the world whether or not the vendor has its own offices in the region or is using subcontractors. If using subcontractors, it must be noted who those subcontractors are, if possible, or how your business process works for hiring a subcontractor. Each vendor should have a regional or corporate supervisory appraiser that reviews all appraisal services from the subcontractor or offices in the field.
10. QUESTION: Besides following internationally recognized professional appraisal standards and practices, what specific licensing requirements are needed for appraisals from each region?
ANSWER: Besides IVS and the RICS Red Book, some locations will have specific certification or standard requirements based on the assignment and/or the laws of that particular country. If there is a specific requirement for an assignment, it will be noted in the SOW for that assignment when it is sent out for bid. For most assignments, meeting the International Valuation Standards is sufficient.
11. QUESTION: Will inspections be required for each task order?
ANSWER: Many assignments do require property inspections but not all. It is dependent on the assignment.
12. QUESTION: How should we include site inspection travel expenses in our hourly fee for each region?
ANSWER: The fees should be all-inclusive.
13. QUESTION: Under what circumstances would a post-delivery briefing require an in-person meeting and where would the meeting occur?
ANSWER: In person post-delivery briefings for individual assignments/task orders is not typical. Pre- and post-delivery briefings are generally held virtually, but if it is requested then it would be explained in the SOW for that assignment a bid/ fee quote would be requested.
14. QUESTION: Do we need to provide a black line of the sample contract?
ANSWER: Not sure what this refers to. If they mean a task order, then that is up to
AQM to provide.
15. QUESTION: May we see a copy of a typical SOW/RFP for a residential and commercial building?
ANSWER: C.5 REPORT FORMAT & CONTENTS of this RFP provides some basis requirements. In general, typical report elements include macroeconomic analysis; city and neighborhood analysis; real estate market analysis; subject site and improvement description; discussion on zoning, entitlements, natural hazards, as applicable; highest and best use, and detailed valuation. We generally expect appraisers to consider all valuation methods and explain why any are not used and we generally require contractors to utilize OBO Evaluations Division’s Excel-based adjustment grids for market rent and market value appraisal assignments (these are intuitive Excel workbooks and they are provided or made available to the selected contractor(s) upon award of a task order.
16. QUESTION: What type of legal issues has DOS been involved with in the past as it related to appraisal and advisory work? Is this an issue that occurs regularly? Should a legal factor be incorporated into our fee schedule? Can we provide different rates for different services? Could you give any further guidance or refer us to any USG documents which set out the preferences and requirements in relation to contractors’ corporate structures, what qualifies as a small business, geographical location of the business, etc.
ANSWER: We would need more clarification as to what this question pertains to. This isn’t typical. If legal services are needed, it will be outlined in a separate SOW and a bid will be requested.
17. QUESTION: Clause L.14.4.1.4 TAB D - Offeror’s Relevant Past Performance
```Under Clause L.14.4.1.4 TAB D - Offeror’s Relevant Past Performance (pages 62-3) item 6 states “The Offeror shall request that its three (3) Past Performance references complete the questionnaire in Section J, Attachment A, and return them to the Offeror for inclusion in its proposal.”
There is no Attachment A with Section J. The only document in Section J is Attachment
J.1.2 Past Performance Survey. Can State explain what is meant by Attachment A? This is
AQM template.
ANSWER: This is not applicable.
18.QUESTION: L.14.4.2 VOLUME II ENTITLED – “PRICE PROPOSAL”
Item (3) of SECTION J, ATTACHMENTS (page 64) states “Complete and return with proposal
(Three surveys per Attachment B only).
There is no Attachment B with Section J. The only document is Attachment J.1.2 Past
Performance Survey. Can State explain what is meant by Attachment B?
ANSWER: This is not applicable.
L.14.4.2 VOLUME II ENTITLED – “PRICE PROPOSAL”
Item (3) of SECTION J, ATTACHMENTS (page 64) states “Complete and return with proposal
(Three surveys per Attachment B only). There is no Attachment B with Section J. The only document is Attachment J.1.2 Past Performance Survey. Can State explain what is meant by
Attachment A?
ANSWER: This is not applicable.
19. QUESTION: DBA Insurance Requirements:
Under Section B.4.1 of the solicitation, it states, "Defense Base Act (“DBA”) Insurance shall be a separate line item. However, Item No. 0007 us blocked out of the price schedule.
Could you please clarify the specific requirements for DBA Insurance? AQM should provide an answer, since this is not an issue from the program office end.
20. Question: Sanctions Additionally, what are the rules of engagement for conducting valuation and advisory services within Russia? Given the sanctions, it can be challenging to service properties in Russia. According to the estimated hours for Region
Three: Europe, Russia, Turkey, and the Newly Independent States (NIS), these are expected to be the most requested task orders, with 1000 estimated hours.
ANSWER: The valuer can’t be connected to a Russian agency and this IDIQ RFP process helps assure there is no conflict in that regard.
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