Solicitation_Pkg_47PL0219Q0004_.pdf

General Services Administration

Northwest / Arctic Region Public Building Service

400 15th Street SW Auburn, WA 98001

REQUEST FOR QUOTATION (RFQ)

SOLICITATION NUMBER: 47PL0219Q0004

FAIR ANNUAL RENT (FAR) APPRAISAL THROUGHOUT REGION 10 –

W A / AK/OR/ID

ISSUE DATE: June 4, 2019

Your firm is invited to submit a quote for a Fair Annual Rent (FAR) Appraisal for the following locations in accordance with the Performance Work Statement (PWS):

This acquisition is being conducted pursuant to the Federal Acquisition Regulation (FAR) Parts 12,13, and supplemental GSA guidelines.

Award will be made on the basis of the lowest evaluated price of proposals meeting or exceeding the acceptability standards for non-cost factors.

The official Government-Wide Point of Entry is FedBizOpps.

Your quote is due on June 18, 2019 at 3:00 pm (Pacific Standard Time).

Please submit your quote and direct all inquiries to the following contact:

Primary Contact: Tara Thomas, Contract Specialist GSA - Public Buildings Service

400 15th St SW, Auburn, WA 98001 tara.thomas@gsa.gov (253) 315-1664

Secondary Contact: Daniel Cotto, Contracting Officer GSA - Public Buildings Service

400 15th St SW, Auburn, WA 98001 daniel.cotto@gsa.gov (253) 931-7973

**This acquisition is a total 100% Small Business Set-Aside**

This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice. This announcement constitutes the only solicitation; quote is being requested and a written solicitation will not be issued.

TABLE OF CONTENTS

SECTION CONTENT

1.0 Instructions

2.0 Technical Information Requirements

3.0 Security Requirements

4.0 Additional Information for Consideration

5.0 Terms and Conditions

mailto:tara.thomas@gsa.gov mailto:daniel.cotto@gsa.gov

List of Attachment(s):

Attachment1: FY2022 Quote Pricing Sheet Attachment 2: FY2022 FAR Contractor Tools V679 Attachment 3: Vendor Fitness Determination Training Manual

1.0 Instructions

This is a Request for Quote (RFQ) to provide General Services Administration (GSA) with FAR Appraisal Report (FAR) throughout Region 10 located in WA, OR, ID and AK as outlined in the Performance Work Statement (PWS).

1.1 The period for government acceptance of the quote is 90 days following the RFQ due date.

1.2 These services are being procured as an open market 100% small business set-aside procurement which will result in a firm fixed price purchase order.

1.3 The Government reserves the right to award single or multiple award(s) to the Offeror(s) providing the best overall value for each specific facility group (Group A, B, C) in accordance with FAR 52.216-27.

1.4 This request for quote does not commit the Government to award a contract or to pay any costs incurred in technical information and quote preparation.

1.5 The government will evaluate the quality and extent of the offeror’s experience relevant to the requirements of this RFQ. The government reserves the right to consider other sources of information such as current and past procurements, other federal agency contracts, commercial sources, and the Contractor Performance Assessment Reporting System (CPARS). The evaluation of past performance information will take into account past performance information regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirements, when such information is relevant to the acquisition.

1.6 Technical Information will be evaluated separately from the price quote by a technical team and should be clearly labeled as the “Technical Information”.

1.7 Interested firms are cautioned to submit adequate and sufficient information to enable the Government to fully ascertain its capability to perform all of the requirements of this acquisition. The data submitted with each proposal should be complete and concise, but not overly elaborate.

1.8 The Government may make a final determination as to whether the offeror’s price quote and technical package are acceptable or unacceptable solely on the basis of the initial quote as submitted. Accordingly, offerors are advised to submit initial quote packages that are fully and clearly acceptable without additional information. Offers which do not present sufficient information to permit a complete technical evaluation by the Government may be determined to be technically unacceptable.

1.9 Whenever, the words “offer,” “proposal,” “offerors,” or similar terms are used in this solicitation, they shall be read to mean “quotation,” “quoter,” or similar corresponding term to reflect that this solicitation is a request for quotation (RFQ) and not a request for proposal (RFP), or an invitation for bids (IFB).

1.10 System for Award Management (SAM). In order to receive contract award, offeror must be registered/certified in SAM prior to award, have no active exclusions, and completed on-line representation and certifications. SAM can be accessed at:

https://www.sam.gov/portal/public/SAM/.

2.0 Technical and Pricing Submission Requirements

2.1 Submit your Technical Information to the GSA Contract Specialist, Tara Thomas tara.thomas@gsa.gov, and cc: the GSA Contracting Officer, Daniel Cotto daniel.cotto@gsa.gov no later than June 18, 2019 at 3:00 PM (Pacific Daylight Time).

2.2 The Offeror shall submit their written technical information, pricing, and past performance in four separate parts as followed:

a. PART I – COVER LETTER and SF1449

Cover Letter (one page) – Shall include Offeror’s name, address, phone number, and email address as well as a statement providing: SAM Registered/Certified (include DUNS and CAGE Code), No Active Exclusions, and Provisions/Clauses completed (do not send SAM record).

SF1449 – One (1) completed and signed copy of the GSA Form SF1449.

b. PART II - PRICING

Submitted Quotation Schedule of Prices – Provide total pricing for ALL buildings within Groups A, B, and/or C on the FY2022 Quote Pricing Sheet (Attachment 1). You don’t have to supply a quote for all groups; however, for your quote to be considered, at least one group should have complete pricing. Pricing must be completed in the excel formatted quote pricing sheet that is provided. No PDFs will be accepted.

c. PART III – TECHNICAL INFORMATION

Technical Capability - Provide (limited to three pages) a written narrative describing:

a) The Offeror shall “confirm that they understand the complexity and nature of the requirement, and are fully capable of providing the contracted service.”

b) Provide detailed technical approach to accomplish FAR Appraisal service in accordance with the PWS and the strategy for completing the reports within the project limits.

c) Identify key team members and subcontractors- if applicable proposed for this specific project along with their role in the project, demonstrating an acceptable understanding of project’s responsibilities and requirements.

https://www.sam.gov/portal/public/SAM/

d) Provide a copy of the appraiser’s current Certified General License effective in the state where the building is located.

e) Listing of same/similar projects accomplished within the last three (3) years. List to include Delivery Order (DO) Number, Agency, and Government Point of Contact (phone number and email address).

f) The Offeror shall confirm that they have the personnel and financial capability/capacity to perform the contract in accordance with FAR 52.219-14 -- Limitations on Subcontracting. Specifically addressing “(c) By submission of an offer and execution of a contract, the Offeror/Contractor agrees that in performance of the contract in the case of a contract for - (1) Services (except construction). At least 50 percent of the cost of contract performance incurred for personnel shall be expended for employees of the concern.”

g) Each team member providing services must provide verification of certificate/license for the State that the subject property is located.

h) The Offeror shall provide the DUNS number for the Offeror’s Team (prime and any subcontractors that would be performing work for this project).

d. PART IV – PRESENT/PAST PERFORMANCE

Present/Past Performance

a) The Offeror shall provide a minimum of two and a maximum of four references who can verify the Offeror’s present/past performance. The Government may also consider any additional present/past performance information that is available.

b) The Offeror’s Team shall provide the reference data/information on present/past relevant projects similar in type, scope and complexity (e.g.

Owner’s Representative’s name who can verify that your team completed the work, title, telephone phone number, e-mail address, and project title/description, date complete). If the projects were evaluated by the Federal Government, the Offeror’s Team shall provide CPARS report card information (copies of report cards should be provided, but contract or task order, or purchase order numbers are acceptable), as well the Company name and Data Universal Numbering System (DUNS) number. The following project information must be provided - Project title, contract award date, date of substantial completion, size (refers to the dollar amount of contract at award), scope (type of work performed), complexity (refers to the difficulty of the scope).

2.3 Evaluation Factors

This solicitation will be evaluated utilizing the best value evaluation process.

Evaluation Factor 1 – Technical capability to meet the Government’s Requirement

Technical capability will be rated on an “acceptable” or “unacceptable” basis using the ratings in Table A-1:

Table A-1. Technical Acceptable/Unacceptable Ratings

Rating Description

Acceptable

Quote clearly meets the minimum requirements of the solicitation. An acceptable quote must be able to meet all the specifications listed on the PWS, must be able to meet the delivery date, and certify to the technical capability described in this solicitation.

Evaluation Factor 2 – Present/Past Performance

Description: This factor considers the relative merits of Offeror’s team’s past performance, within the last three (3) years, on similar projects and the ability to provide quality services in a timely and professional fashion as that set forth in the PWS. It provides an assessment of the government’s degree of confidence in the Offeror’s ability to perform the requirements of the solicitation. The Offeror may rely on its own experience or that of its joint venture partner(s) and/or subcontractor(s) that will perform major or critical aspects of the requirement to demonstrate the following:

1. Ability to provide quality product or service

2. Responsiveness and ability to meet performance timelines

3. Ability to successfully manage costs and project budgets

4. Effective management/business relations to include effective key personnel, effective coordination, and effective interaction of team members and third party agencies

5. Overall Customer Satisfaction

6. The present/past performance assessment will also be evaluated using information gleaned from the references provided by the Offeror, as well as any other information available to the Government to include, but not limited to, CPARS. If an Offeror receives/received below a ‘satisfactory’ from any references, the Offeror will receive and ‘unacceptable’ rating and will no longer be considered for award. Note: Offerors are reminded that, while the Government may elect to consider data obtained from other sources, the burden of providing thorough and complete performance information rests with the Offeror.

Table A-2. Present/Past Performance Evaluation Ratings

Rating Description

Unacceptable

Quote does not clearly meet the minimum requirements of the solicitation. An unacceptable quote is defined as the one that doesn’t meet any of the specification listed on PWS, inability to meet the delivery date, and failure to certify to the technical capability described in this solicitation.

Acceptable

Based on the Offeror’s past performance record, the Government has a reasonable expectation that the Offeror will successfully perform the required effort, or the Offeror’s performance record is unknown. Offeror must receive an overall satisfactory on the project review for acceptability. (See note below).

Unacceptable

Based on the Offeror’s performance record, the Government has no reasonable expectation that the Offeror will be able to successfully perform the required effort.

Note: In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the Offeror may not be evaluated favorably or unfavorably on past performance. Therefore, the Offeror shall be determined to have unknown past performance. In the context of acceptability/unacceptability, “unknown” shall be considered “acceptable.”

Evaluation Factor 3 – Price

Price will not be rated. Price will be evaluated using various price analysis techniques and the total price.

3.0 Security Requirements

3.1 Shall adhere to the Government’s security procedures. The security procedures are subject to change.

3.2 See the Attachment 3 – Vendor Fitness Determination Training Manual regarding GSA’s security requirements and the Contractor’s responsibilities.

3.3 SENSITIVE BUT UNCLASSIFIED (SBU) BUILDING INFORMATION

Dissemination of sensitive but unclassified paper and electronic building information shall be made on a need to know basis in accordance with GSA Order PBS P 3490.1, a copy of which will be made available upon request.

GSA Contractors that do not have HSPD-12 compliant clearances cannot obtain Sensitive but Unclassified (SBU) information (Privacy Act data, building information, and financial information) through GSA’s IT systems.

Contractors and prospective bidders with a need to know, that do not have HSPD-12 clearances and access rights to GSA IT systems, can be provided with SBU building information, drawings, etc., in accordance with GSA Order 3490.1A (Document Security for SBU information, which) provides for the dissemination of paper and electronic SBU building information for all Federally-controlled spaces (owned, leased, and delegated). For more information on SBU visit the following website https://insite.gsa.gov/portal/content/553542

SBU information includes but is not limited to:

-Paper and/or electronic documentation of the physical facility information.

-Building designs (such as floor plans).

-Construction and renovation/alteration plans and specifications.

https://insite.gsa.gov/portal/content/553542

-Equipment plans and locations.

-Building operating plans.

-Information used for building service contracts and/or contract guard services.

For all GSA-controlled facilities, any other information considered a security risk, shall be considered covered under this category.

All SBU building information, either in electronic or paper formats, shall have specific imprinting on each page to designate it is Government property and indicate the prohibition of copying, dissemination, and distribution.

Contractors authorized to receive SBU information shall provide the following identification:

-A copy of a valid business license.

-Verification of a valid DUNS Number.

-A valid IRS Tax ID Number.

-A valid picture state driver’s license.

Contractors shall sign a Document Security Notice when they receive the information.

Contractors shall be responsible for safeguarding SBU information. At the completion of work, secondary and other disseminators shall be required to turn over their Document Security Notice dissemination records to GSA to be kept with the permanent files.

Authorized contract users shall destroy all SBU information and documents when no longer needed.

Destruction shall be done by burning or shredding hardcopy and/or physically destroying CD’s, deleting and removing files from the electronic recycling bins, and removing material from computer hard drives using permanent erase utility or similar software.

All authorized contract users of SBU building information shall notify the GSA Disseminator in writing that they have properly disposed of the SBU building information/documents.

The GSA Disseminator shall maintain all records of SBU building information disposal (along with the signed Document Security Notices) pursuant to the GSA system of keeping long-term records and plans.

All Document Security Notices and Records of Disposals shall be kept with the permanent files.

4.0 Additional Information for Consideration

Communication and Revisions:

Contractors are cautioned to submit sufficient information and in the format specified in the instructions. Contractors may be asked to clarify certain aspects of their quote (for example, the relevance of past performance information) or respond to adverse past performance information to which the Contractor has not previously had an opportunity to respond. Communications may be conducted to resolve minor or clerical errors and the Government reserves the right to award a contract without the opportunity for quote revision.

The Government intends to award based on initial offers, but may conduct discussions if necessary. If discussions are conducted, the means and methods (e.g., in person, telephonic, written) will be determined by the CO. This may result in a request for revised price. If final price revisions will be required for award determination, at the direction of the CO, the Offeror shall then submit its Final Price Revision (FPR) for evaluation.

Declining to Submit a Quote:

In the event that your company declines to submit a quotation, please communicate to the Contract Specialist that you will not be submitting a quote and the reason(s) why, prior to the due date for responses to this RFQ.

Questions Concerning this RFQ:

Any questions concerning this RFQ must be submitted via e-mail to the below individual(s) by

June 12, 2019 at 3:00PM Pacific Daylight Time

Tara Thomas, Contract Specialist Email tara.thomas@gsa.gov

Daniel Cotto , Contracting Officer Email daniel.cotto@gsa.gov

5.0 Terms and Conditions

52.216-1 -- Type of Contract (Apr 1984)

The Government contemplates award of a Firm Fixed Price contract resulting from this solicitation.

(End of Provision)

52.204-7 System for Award Management (OCT 2016)

52.204-13 System for Award Management Maintenance (OCT 2018)

52.204-16 Commercial and Government Entity Code Reporting (JUL 2016)

52.204-18 Commercial and Government Entity Code Reporting Maintenance (2016) JUL

52.204-21 Basic Safeguarding of Covered Contractor Information Systems (JUN 2016)

52.204-23 Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (JUL 2018)

52.209-10 Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015) 52.212-1 Instructions to Offerors – Commercial Items (OCT 2018) 52.212-2 Evaluation – Commercial Items (OCT 2014) 52.213-3 Offeror Representations and Certifications – Commercial Items (OCT 2018) 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders –

Commercial Items (MAY 2019)

52.219-6 Notice of Total Small Business Set-Aside (NOV 2011) 52.219-28 Post-Award Small Business Program Representation (JUL 2013) 52.222-3 Convict Labor (JUNE 2003) 52.222-17 Nondisplacement of Qualified Workers (MAY 2014) 52.222-21 Prohibition of Segregated Facilities (APR 2015) 52.222-26 Equal Opportunity (SEP 2016)

52.222-41 Service Contract Labor Standards (AUG 2018 ) 52.222-42 Statement of Equivalent Rates for Federal Hires (MAY 2014) 52.222-50 Combating Trafficking in Persons (JAN 2019) 52.222-55 Minimum Wages Under Executive Order 13658 (DEC 2015) 52.222-62 Paid Sick Leave Under Executive Order 13706 (JAN 2017) 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While

Driving (AUG 2011) 52.224-3 Privacy Training (JAN 2017) 52.232-33 Payment by Electronic Funds Transfer – System for Award

Management (OCT 2018) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors

(DEC 2013)

52.233-1 Disputes (MAY 2014) 52.233-3 Protest after Award (AUG 1996) 52.233-4 Applicable Law for Breach of Contract Claim (OCT 2004) 52.237-2 Protection of Government Buildings, Equipment, and Vegetation (APR 1984) 52.243-1 Changes – Fixed-Price (AUG 1987) 52.246-1 Contractor Inspection Requirements (APR 1984)

52.249-1 Termination for Convenience of the Government (Fixed-Price) (Short Form)

(APR1984)

52.249-8 Default (Fixed-Price Supply and Service) (APR 1984)

552.212-4 Contract Terms and Conditions – Commercial Items

(FAR DEVIATION)

552.252-5 Authorized Deviations in Provisions (SEP 1999)

552.252-6 Authorized Deviations in Clauses (SEP 1999)

552.212-71 Contract Terms and Conditions Applicable to GSA Acquisition of Commercial Items.

As prescribed in 512.301(a)(2), insert the following clause:

Contract Terms and Conditions Applicable to GSA Acquisition of Commercial Items (Jun 2016)

(a) The Contractor agrees to comply with any clause that is incorporated herein by reference to implement agency policy applicable to acquisition of commercial items or components. The clause in effect based on the applicable regulation cited on the date the solicitation is issued applies unless otherwise stated herein. The clauses in paragraph (b) of this section are incorporated by reference:

[The Contracting Officer should check the clauses that apply or delete the clauses that do not apply from the list. The Contracting Officer may add the date of the clause if desired for clarity.]

(b) Clauses.

552.203-71 Restriction on Advertising

552.229-70 Federal, State, and Local Taxes

552.232-71 Adjusting Payments

552.232-72 Final Payment

552.232-78 Payment Information

552.237-71 Qualifications of Employees

(End of clause) http://farsite.hill.af.mil/reghtml/regs/other/gsar/512.htm#P12_3206

[End of RFQ]

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

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

1. PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6.

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

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

OFFER

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

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

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

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

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

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

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

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

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

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NAICS:

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

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

8 (A)

EDWOSB

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

REQUISITION NUMBER

47PL0219Q0004

TBD

Tara Thomas, tara.thomas@gsa.gov 253-315-1664

10PQD 100

Same as Block 9

GSA, Finance Division, BCFA

P.O. Box 17181

Ft. Worth, TX 76102

See Statement of Work and attached documents for additional details.

Daniel Cotto

SOLICITATION ISSUE

DATE

06/4/2019

06/18/2019

3:00PM PDT

Acquisitions Division

400 15th St. SW

Auburn, WA 98001 United States

$7.5million

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

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

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

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

See Performance Work Statement for Schedule of Supplies and Services

Attachment 1

FY2022 Quote Pricing Sheet

See Separate Attachment

FY2022 Consolidated Statement of Work

FY 2022 Fair Annual Rent Appraisal Consolidated Statement of Work

Purpose The purpose of the appraisal is to estimate the Fair Annual Rent (FAR) for the subject property based on specific characteristics that define the Subject of this appraisal. GSA will use this rate as the basis for rent for Federal tenants occupying space in the building.

The Subject Property:

The subject of the appraisal is a space: the size of the largest current tenant in the building; having the Tenanted Floor R/U ratio as its efficiency or load factor; that is of the average quality throughout the building.

GSA Definition of Fair Annual Rent (FAR) Fair Annual Rent (FAR) is the annual amount that may reasonably be expected for the right to the agreed use of real property, as established by competition in the open market. The FAR is a fully serviced rental rate; the annual rate includes the cost of all services except Security.

Assignment Conditions ● The appraiser must comply with USPAP and with the GSA Contractor Instructions (current versions) in performance of this appraisal assignment.

● The awarded contract cannot be sub-contracted since the contracted appraiser must be present for the inspections of all subject properties.

● At a minimum, at least one of the signatory appraisers must inspect the exterior of comparables.

● Results and analyses must conform to the guidance provided in the most current versions of the GSA Contractor Instructions and Report Templates. The appraisal contractor must use the current version of the Contractors Tools.

● Training Requirements: Contractors are required to attend the FY 2022 online training “Understanding Fair Annual Rent Appraisal” prior to starting the assignment.

Assignment Framework

● The Building Space Classification Reports provide information for tenanted areas, common areas and unique floors.

● The Building Space Classification Reports are the only accepted source for subject property spatial data.

● The appraised rate is the starting rent for a full-service ten-year term:

1. Fully serviced (gross) excluding Security.

2. Appraise the “as is” condition and use(s), unless otherwise requested, including consideration of existing tenant improvements.

3. Concluded operating expenses must be supported by market-derived data recognizing

For detailed guidance please refer to the FAR Contractor Instructions Page 2 energy conservation characteristics of the subject. Cite expense comparables where possible.

4. Allocate the concluded full service rent between operating rent (services) and unserviced rent as defined in the Contractor Instructions.

● The appraised rate should reflect the market rate for average, finished areas within the subject building (or the market rate for comparable warehouse space for warehouse buildings).

o In some cases, distinct uses or characteristics of the building may require separate set of comparable leases, analyses, and conclusions. However, we may still require a single, blended rate. Please consult with the regional appraiser for further clarification.

o In such cases, each rate must have sufficient support to be credible and rates must be reconciled into a single blended rate.

● Calculate a levelized, unserviced rent for the entire 10-year term (GSA uses this for billing purposes), using the provided rent levelization worksheet, and applying your estimated annual escalation factors for the subsequent nine years.

● A separate parking analysis may be required, establishing a bulk-user (generally multiple-space) rate for the subject building.

● The completed appraisal includes conclusions of market rent at specific points in time:

o Date of Inspection.

o Prospective (effective Fiscal Year) dates: 10/1/2019, 10/1/2020, and 10/1/2021.

The Appraisal Requires:

• No fewer than five executed and confirmed rent comparables; frequently additional comps are necessary to provide a credible analysis. You must provide a sufficient number of comparables to accurately reflect the market and support your conclusions. In smaller or less-active markets, the use of three comparable leases is acceptable.

o Exclude Federal government leases. If it is necessary to include state or local government leases, confirm that they are arm’s-length and are representative of the market.

o Include all of the data required in the instructions for the rent comparable data sheet.

o Considering the high construction quality and finish of certain US Courthouses and federal buildings, construction quality of the selected comparables is of high importance. The search for similar quality construction and finish might require expanding of the search area beyond typical market area.

• The Rent Comparison Grid must be complete, as specified in the GSA Contractor Instructions. All adjustments must be explained and supported in the report.

• A determination of levelized rent. Escalation factors require market support, which may include any or all of the following (which must be explained in the report):

o Information from rent comparables o Local real estate surveys o Market participants such as buyers, sellers and brokers

• The completed report must contain all exhibits, maps and photos, signed certification(s) by the appraisers, limiting conditions to which the value is subject to.

• The addenda in the appraisal must include the following:

o A copy of both the summary and comments pages from the Space Classification Report.

o A copy of the Expense Component Breakout worksheet from the Contractor Tools

Workbook.

o The appraiser’s qualifications and a copy of the appraiser’s current Certified General license effective in the state where the subject is located.

o A copy of the contract for this assignment.

FY2022 R10 FAR SOW GROUP A

Point of Contact: W. Michael Wochna, Regional Appraiser

400 15th Street SW, Auburn, WA 98001

Telephone: 253-931-7420

Email: mike.wochna@gsa.gov

Scope of Work: Furnished as electronic files: FY2022 FAR Forms.zip, FY2022 R10 Group A FAR SOW.pdf

Due Dates: Draft Report: 60 days after contract award

Final Accepted Report: 90 days after contract award

Buildings for which Rates are to be Determined:

GROUP A

PBS BLDG NO NAME & ADDRESS

AS-IS

OFFICE

RATES

SHELL

OFFICE

RATES

WRHSE

RATES

TENANT

STRUCTURED

PARKING

RATE

TENANT

SURFACE

PARKING

RATE

NON-TENANT

OR EXCESS

STRUCTURED

PARKING

RATE

NON-TENANT

OR EXCESS

SURFACE

PARKING

RATE

WAREYARD

RATE

DOCKING

RATE

AK0001ZZ and Anchorage Federal Building

AK0034ZZ 605 W 4th Avenue

Anchorage, AK

AK0005AK Ketchikan Federal Building

648 Mission Street

Ketchikan, AK

AK0013ZZ Juneau Federal Building

709 W Ninth Street

Juneau, AK

Fairbanks Federal Building/Courthouse

101 Twelfth Avenue

Fairbanks, AK

Federal Building and US Courthouse

222 W 7th Avenue

Anchorage, AK

Federal Building and US Courthouse Annex

222 W 8th Avenue

Anchorage, AK

Federal Building Parking Lot

7th Avenue between C and D Streets

Anchorage, AK

5. AK0034ZZ was converted to structured parking for AK0001ZZ.

X

X X

X X

3. The appraiser is responsible for determining if tenant parking is typically charged separately in the subject's market area. If parking is typically included in the building rate, the appraisal should state so.

4. Following the contract award, the GSA Regional Appraiser will schedule a meeting or teleconference with the contractor to review the requirements for the assignment.

X

Public Building Service - Northwest-Arctic Region

FY 2022 Fair Annual Rent Appraisals

April 2019

Notes:

2. Shell office rates are for leased space in a warm lighted shell condition, without tenant improvements.

1. As-is office rates are for leased space that includes some level of existing tenant improvements.

X

X X

X

X

X

X X

AK0029ZZ

X

AK0031AA

X

AK0032AA

X

AK0035ZZ

FY2022 R10 FAR SOW GROUP B

Telephone: 253-931-7420

Email: mike.wochna@gsa.gov

Scope of Work: Furnished as electronic files: FY2022 FAR Forms.zip, FY2022 R10 Group B FAR SOW.pdf

Due Dates: Draft Report: 60 days after contract award

Final Accepted Report: 90 days after contract award

Buildings for which Rates are to be Determined:

GROUP B

PBS BLDG NO NAME & ADDRESS

AS-IS

OFFICE

RATES

SHELL

OFFICE

RATES

WRHSE

RATES

TENANT

STRUCTURED

PARKING

RATE

TENANT

SURFACE

PARKING

RATE

NON-TENANT

OR EXCESS

STRUCTURED

PARKING

RATE

NON-TENANT OR

EXCESS

SURFACE

PARKING

RATE

WAREYARD

RATE

DOCKING

RATE

McClure Federal Building and US Courthouse

550 West Fort Street

Boise, ID

Solomon Courthouse

620 SW Main Street

Portland, OR

Pioneer Courthouse

700SW 6th Avenue

Portland, OR

Green-Wyatt Federal Building

1220 SW 3rd Avenue

Portland, OR

Wheeler Federal Building

1550 Dewey Avenue

Baker City, OR

Eugene Federal Building

211 E 7th Avenue

Eugene, OR

Troutdale West Federal Warehouse

202 NW Graham Road

Troutdale, OR

Troutdale North Federal Warehouse

202 NE Graham Road

Troutdale, OR

Vancouver Federal Building

500 W 12th Street

Vancouver, WA

X X

OR0502PT

X X

WA0094ZZ

X X

OR0051ZZ

X X

X X

OR0045ZZ

X X

4. Following the contract award, the GSA Regional Appraiser will schedule a meeting or teleconference with the contractor to review the requirements for the assignment.

X X X

OR0043ZZ

1. As-is office rates are for leased space that includes some level of existing tenant improvements.

2. Shell office rates are for leased space in a warm lighted shell condition, without tenant improvements.

3. The appraiser is responsible for determining if tenant parking is typically charged separately in the subject's market area. If parking is typically included in the building rate, the appraisal should state so.

Public Building Service - Northwest-Arctic Region

FY 2022 Fair Annual Rent Appraisals

April 2019

Notes:

ID0025ZZ

OR0023ZZ

X

X

OR0024ZZ

X X

OR0501PT

X X X

FY2022 R10 FAR SOW GROUP C

Telephone: 253-931-7420

Email: mike.wochna@gsa.gov

Scope of Work: Furnished as electronic files: FY2022 FAR Forms.zip, FY2022 R10 Group C FAR SOW.pdf

Due Dates: Draft Report: 60 days after contract award

Final Accepted Report: 90 days after contract award

Buildings for which Rates are to be Determined:

GROUP C

PBS BLDG NO NAME & ADDRESS

AS-IS

OFFICE

RATES

SHELL

OFFICE

RATES

WRHSE

RATES

TENANT

STRUCTURED

PARKING

RATE

TENANT

SURFACE

PARKING

RATE

NON-TENANT

OR EXCESS

STRUCTURED

PARKING

RATE

NON-TENANT OR

EXCESS

SURFACE

PARKING

RATE

WAREYARD

RATE

DOCKING

RATE

Nakamura Courthouse

1010 5th Avenue

Seattle, WA

Jackson Federal Building

915 Second Avenue

Seattle, WA

US District Courthouse

700 Stewart Street

Seattle, WA

Tacoma Union Station Parking

1717 Pacific Avenue

Tacoma, WA

Tacoma Union Station

1717 Pacific Avenue

Tacoma, WA

1. As-is office rates are for leased space that includes some level of existing tenant improvements.

WA0035ZZ

X X

WA0101ZZ

4. Following the contract award, the GSA Regional Appraiser will schedule a meeting or teleconference with the contractor to review the requirements for the assignment.

2. Shell office rates are for leased space in a warm lighted shell condition, without tenant improvements.

3. The appraiser is responsible for determining if tenant parking is typically charged separately in the subject's market area. If parking is typically included in the building rate, the appraisal should state so.

X

Public Building Service - Northwest-Arctic Region

FY 2022 Fair Annual Rent Appraisals

April 2019

Notes:

X

WA102ZZ

X X

WA0111TU

X X

WA0704TU

X

FY2022 FAR Appraisal Template

General Instructions for

The FY 2022 FAR Appraisal Report Template

This FAR Appraisal Report Template is provided for your convenience, to assure that all pertinent analyses are performed and that all necessary data and conclusions are provided. It is intended to be used in conjunction with the FAR Contractor Tools (Excel workbook). Some portions of the report may not be pertinent to your assignment. Delete or add pages as necessary.

The use of this template is not required; you can use your own report, but the order of presentation must be substantially the same and the information must include at least the information outlined in this template.

You can add pages or adapt the template as necessary, but the Regional Review Report is based on this format.

To facilitate the review process, the order of your report should be consistent with this template and the

Contractor Instructions. Call the GSA regional appraiser if you have questions.

This Report Template is only a guideline. The Regional Review Report is the core of the review (see the Contractor Instructions for a copy of the Regional Review Report). Brief instructions are included throughout the report; the Contractor Instructions provide more detail and prevail in the case of disagreement.

The template is not intended to limit your analysis or to stipulate values or rents, direction in values or rents, or the results of analyses. The analyses in this assignment rely on your professional appraisal judgment and on your knowledge of the market in which the subject property is located. GSA relies on your expertise to provide informed and well supported conclusions and projections. While this assignment does not require a comprehensive explanation of the market in the report, your analysis should reflect your expertise. Your report should lead the reader to the same conclusions you have made.

Some buildings or markets may not fit well in the parameters established by this template and the

Contractor Tools. You are responsible for the results of your analysis and for the contents of your report. If you anticipate problems regarding the appraisal or reporting process, contact the GSA regional appraiser.

Mechanics of this Template

A basic knowledge of both Microsoft Word and Microsoft Excel is required to use this template, which was created in Word 2003 and updated for Word

2007.

The template should be saved in your templates folder, typically C:\Documents and Settings\user name\Application Data\Microsoft\Templates. Accessing the template will create a Word document without affecting the underlying template. To open a new document in Word, click the Office Icon, New, My

Templates. This sequence should lead you to the template if you saved it as a template to your templates folder.

The instructions for the Bookmark page are on the next page. Using the bookmarks will allow you to insert the contents of that bookmark into the report at specific locations, eliminating the need to retype data.

You will, however, need to update the fields at some point to make sure that the data has been transferred throughout the report. (Ctrl+A to Select All, then F9 to update links) You need to go into the header and footer view to update the header/footer data (same method), as well as the description box for each photograph.

Update the table of contents when you have finished the report. Read your report to make sure the inserted bookmarks make sense.

Paste pertinent portions of the Contractor Tools spreadsheets where indicated by copying that portion from Excel, then in Word: Place cursor just below the instructions, click Home Menu, then Paste special, Paste

Link, Paste as Microsoft Excel Worksheet (code) Object, OK. Then you will need to adjust the height and width of the object to fit the page, suggested sizes are included in the instructions above each sample. To resize: right click in the object; format object; Size tab; Uncheck the “Lock Aspect Ratio” box; Adjust Height and Width; Enter.

Paste files or copy and paste information to insert comparable rental data and maps. Insert pictures in the photo boxes by clicking into the box, then inserting the photo. Your photo will replace the existing image.

When printing the report for GSA, do not include this instruction page or the Bookmark page.

Bookmark Page

Fill in all the fields below to populate corresponding references in the report. You should see brackets around the placeholder text in the right-hand column. If you do not see the brackets, Click the Office Icon on the top left of the Word window, Click Word Options, Click the Advanced tab, go to Show Document Content, and check Show Bookmarks.

Make sure to type between the brackets and do not delete the brackets. If you accidentally delete brackets, use your UNDO button to replace the bookmark.

Building Name Building Name

Building Number Building Number

Building City Building City

Building State (XX) XX

Building Zip #####

GSA Region (##) ##

GSA Person Ordering GSA Person Ordering

GSA Address GSA Address

GSA City GSA City

GSA State (XX) XX

GSA Zip #####

Firm Name Firm Name

Firm Address Firm Address

Firm City Firm City

Firm State (XX) XX

Firm Zip #####

Appraiser 1 Name Appraiser1 Name

Appraiser 1 License # & State Appraiser1 License # & State

Appraiser 1 Expiration Date Appraiser1 Expiration Date

Appraiser 2 Name Appraiser2 Name

Appraiser 2 License # & State Appraiser2 License # & State

Appraiser 2 Expiration Date Appraiser2 Expiration Date

Fiscal Year (####) ####

Report Date MM/DD/YYYY

Inspection Date MM/DD/YYYY

FAIR ANNUAL RENT APPRAISAL

BUILDING NAME

FY2022

FAIR ANNUAL RENT APPRAISAL for

U. S. GENERAL SERVICES ADMINISTRATION

Building Name

Building Number

Building City, XX #####

As of

MM/DD/YYYY

For Fiscal Year

For

GSA Region ##

GSA Person Ordering

GSA Address

GSA City, XX #####

Firm Name

Appraiser1 Name

Appraiser2 Name

Firm Address

Firm City, XX #####

Letter of Transmittal

MM/DD/YYYY

GSA Person Ordering

GSA Region ##

Re: Fair Annual Rent Appraisal of the Building Name (Building Number)

Dear GSA Person Ordering :

In accordance with your request and authorization, I (we) have prepared this report providing estimates of Fair Annual Rent (FAR) and providing other analyses and conclusions regarding the

Building Name in Building City, XX. The conclusions of my (our) analyses and a summary of important data are reported on the following page.

I (we) inspected the subject property on MM/DD/YYYY, the date of the appraisal. The analyses provide projected rents to ####, as required, therefore many of the values and opinions stated in the report are prospective. The analyses, conclusions, and values stated in the report are subject to the assumptions, hypothetical conditions, and limiting conditions described in the report.

The extent of my (our) investigation and analyses are described in the Scope of the Appraisal.

The analyses and report have been prepared for the sole use of U.S. General Services Administration

(GSA), the client for this engagement. The accompanying appraisal report describes my (our) conclusions and analyses. In order to understand the analyses and conclusions, the report must be read in its entirety; no part of the report is valid without the support of the other sections of the report.

The appraisal, the analyses, and the report are intended to comply with the provisions of the

Uniform Standards of Professional Appraisal Practice (USPAP) in force as of the appraisal date, applicable to the development and reporting of this rental analysis. The report itself is intended to be consistent with the requirements of USPAP Standards Rule 2-2. Additionally, the execution of the assignment is intended to comply with the supplemental standards imposed by GSA instructions pertinent to FAR reports and any additional instructions included in my engagement documents.

The following appraisal report describes the analyses and conclusions, and includes pertinent information. Supporting documentation is retained in the appraisal files. Please feel free to call if you have any questions.

Sincerely, Appraiser1 Name Appraiser2 Name

Appraiser1 License # & State Appraiser2 License # & State

Appraiser1 Expiration Date Appraiser2 Expiration Date

Section 1: Data Summary

Property and Appraisal Data Summary

Paste “Contractor’s Data Summary and Conclusions” sheet from Contractor Tools Workbook. Then resize as needed to fit the page. The sample below was resized to 7.1” Height and 6.5” Width, after unchecking the “Lock Aspect Ratio” box, your results may vary. This provides the reader with a summary of the most important facts and conclusions.

FOR FISCAL YEAR 10/1/2021

Building Number

Name of Building

Address

City GSA Rentable SF 0.00 GSA Rentable SF 0.00

State and Zip 01234 GSA Usable SF 0.00 GSA Usable SF 0.00

Date of Inspection (Appraisal date)

Projected FY (Prospective date)

Other

Appraiser Appraiser

State Certification # State Certification #

Expiration Date Expiration Date

This analysis is:

AS-IS

General Use/Office 0.00%

0.00% General Use/Office Warehouse

Warehouse 0.00% Largest Tenant Lease Size: SF SF

0.00% Market Tenant Improvements per SF: $0.00 $0.00

0.00% *GSA Billing R/U Ratio:

0.00% **Tenanted Floor R/U Ratio:

Appraised Annual Rate

As of Current Date As of Current Date Fiscal Year 2020 Fiscal Year 2021 Fiscal Year 2022

1/1/2018 1/1/2018 10/1/2019 10/1/2020 10/1/2021

(Date of Inspection) (Date of Inspection) (Prospective date) (Prospective date) (Prospective date)

2022 V6.79

"As Is" Office Rate is fully serviced rental rate for space let with existing buildout or tenant improvements (TI).

Parking Spaces

0 0

Bob Best

Inside (Structured) Outside (Surface)

James Better

7/17/2018

DEF 43210

7/10/2018

ABC 98765

01/01/2018

CONTRACTOR'S DATA SUMMARY AND CONCLUSIONS

Oldtowne

123 Main St.

Federal Bldg

Enter data in the shaded cells

TS1234ZZ

Building Areas

General Use/Office Space Warehouse Space

S e c ti o n

ANALYSIS PARAMETERS AND TREND CONCLUSIONS

S e c ti o n

S e c ti o n

"Shell" rate is the GSA defined shell, with no services or TI included.

*Annual projected change in Rent from "Date of Inspection" to "Prospective Dates".

(Trend Factors applicable only to rate conclusions in Section 4 below)

Trending Method: Choose between Fully Serviced Rent or Unserviced Rent. Total

Services are always trended by the provided factor. Selection determines which rate is trended by the provided factor. The untrended rate is calculated based on your selection and Total Services.

APPRAISER AND REPORT DATA

RENTAL RATE CONCLUSIONS

0.00

S e c ti o n

Effective Dates of the Appraisal

TS

Annual Parking (Outside, per Space)

Annual Parking (Inside, per Space)

General Use/Office per Rentable SF

Warehouse per Rentable SF

Fully Serviced Rent

Total Services

Levelized Unserviced Rent

10/1/2021

Appraised Annual Rate Converted to GSA Billing R/U Basis

Fully Serviced Rent

Total Services

Levelized Unserviced Rent

"As Renovated" Office Rate is fully serviced rental rate for renovated space, based on completion of project. (Describe renovated TI in report).

Trend Factors, Annual Percentage*

Parking (Outside)

Unserviced Rent

Unserviced Rent

Warehouse Services

Parking (Inside)

General Use/Office Services

Common Area Considerations (R/U or Load Factors)

0.00

*GSA Billing R/U Ratio: Recognizes rentable and usable space throughout the entire building and an allocation of any facility common area. This ratio is used to convert the concluded rates in the report to accommodate GSA's billing systems.

** Tenanted Floor R/U Ratio: Recognizes rentable and usable space throughout the tenanted floors.

It typically excludes basement, mechanical and penthouse floors from impacting the R/U ratio. This is the ratio used when adjusting the comparables to the subject.

Table of Contents

Update table of contents before printing report. (Right click in table of contents, select Update Field and update entire table.)

Letter of Transmittal

Section 1: Data Summary Property and Appraisal Data Summary Table of Contents

Section 2: Introduction Assumptions and Limiting Conditions

Hypothetical Conditions and Extraordinary Assumptions Extraordinary Assumptions Assumptions and Limiting Conditions

Appraiser’s Certification Scope of Work Property Inspection:

Photographs of the Subject Definition of Value Purpose of the Fair Annual Rent Appraisal Intended Use and Users of the Report Identification of the Client Real Property Interest Appraised:

Summary of the Appraisal Problem

Section 3: Factual Data Area, City, Neighborhood, and Office Market: Data and Analysis Warehouse Market: Data and Analysis Parking Market: Data and Analysis Subject Property Data Site Description Improvements Description Parking Description

Section 4: General Use/Office Property Analysis Comparable Selection Analysis Rent Comparable 1 Rent Comparable 2 Rent Comparable 3 Rent Comparable 4 Rent Comparable 5 Comparable Rents Location Map (General Use/Office) Rental Analysis (General Use/Office Space) Description and Analysis of Comparable Properties Reconciliation Starting Rent (General Use/Office Space) Rent Levelization Analysis (General Use/Office Space) Rent Levelization Discussion (General Use/Office Space) Reconciliation Levelized Rent (General Use/Office Space)

Section 5: Warehouse Rent Analysis Comparable Selection Analysis Warehouse Rent Comparable 1 Warehouse Rent Comparable 2 Warehouse Rent Comparable 3

Warehouse Rent Comparable 4 Warehouse Rent Comparable 5 Comparable Rents Location Map (Warehouse) Rental Analysis (Warehouse Space) Description and Analysis of Comparable Properties…