A14_MR_-_Sources_Sought_Notice_BIA_1.pdf

SOURCES SOUGHT NOTICE

Title: 10 Fallon 3 Walker River Market Value (13 total reports)

Issue Date: July 24, 2023

Response Due Date: July 27, 2023 @ 3:00 PM, Eastern Standard Time (EST)

THIS IS A SOURCES SOUGHT NOTICE ONLY. THIS IS NOT A REQUEST FOR

QUOTE (RFQ) OR A REQUEST FOR PROPOSAL (RFP). THIS DOES NOT

CONSTITUTE A SOLICITATION AND SHALL NOT BE CONSTRUED AS A

COMMITMENT BY THE GOVERNMENT.

Issued by: This Sources Sought Notice is being issued by the Department of the Interior (DOI), Acquisition Services Directorate (AQD), Interior Business Center (IBC), on behalf of the Appraisal and Valuations Services Office (AVSO).

Introduction: The Government is seeking Indian-owned Small Business Economic Enterprises (ISBEE) and Indian-owned Economic Enterprises (IEE) that are interested in supporting this project.

Requirement: The objective of this requirement is to procure appraisal and valuation services.

The AVSO has determined there is a need to form an independent opinion of the market value of the fee simple estate of the defined property.

See attachment 1, Draft Statement of Work (SOW), for details.

North American Industry Classification System (NAICS): 531320 “Offices of Real Estate Appraisers”

Product Service Code (PSC): R411 “Support-Professional: Real Property Appraisals”

Response Requirements: Responses should be limited to four (4) pages. Respondents shall include the following information in their submissions:

a) Name of Company

b) Company Address

c) Unique Entity Identifier (UEI)

d) Commercial and Government Entity (CAGE) Code

e) Point of Contact (include telephone number and email address)

f) Identification of business size and category, i.e. ISBEE, IEE

g) Capability statement of the company. The Statement should address the following:

i. Vendor’s capability as it relates to the requirement referenced herein;

ii. Description of recent and RELEVANT experience to the NAICS code identified within this notice;

iii. Additional, applicable information as it pertains to this announcement that could assist the Government in determining the contractor’s capabilities as it relates to the requirement referenced herein.

Response Due Date: RESPONSES ARE DUE NO LATER THAN July 27, 2023, at 3:00 PM EST. Responses to this source sought shall be sent directly to the Contracting Officer (CO), Mr. Morgan Schickler, at morgan_schickler@ibc.doi.gov, and Contract Specialist (CS), Ms. Ann Woodall, at ann_woodall@ibc.doi.gov. Responses submitted by any other method will not be accepted or answered. Please ensure that your e-mail response has “Sources Sought Notice – 10 Fallon 3 Walker River Market Value (13 total reports)” in the subject line.

Disclaimer: The purpose of this market research is to survey prospective vendors in order to collect data, comments, and other information pertaining to this industry. The information submitted in response to this announcement will assist IBC in determining the appropriate procurement strategy in the future.

The Government is under no obligation to award a contract as a result of this announcement. No funds are available to pay for any information received from potential sources. All information submitted in response to this announcement is strictly voluntary.

Only electronic mail will be acceptable for vendors’ submissions. The Government does not intend to provide feedback or evaluate submissions.

[End of Sources Sought Notice] mailto:morgan_schickler@ibc.doi.gov mailto:ann_woodall@ibc.doi.gov

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UNITED STATES DEPARTMENT OF THE

INTERIOR

OFFICE OF THE SECRETARY

Appraisal and Valuation Services Office BIA Team

Phoenix, AZ 85004

STATEMENT OF WORK (July 13, 2023) Market Value of Walker River and Fallon Thirteen (13) Indian Allotment Appraisals

The purpose of this Statement of Work (SOW) is to provide instruction and minimum appraisal standards to appraisers for the valuation assignment detailed below. This SOW outlines certain criteria that must be followed as required content in an appraisal report prepared for Appraisal and Valuations Service Office (AVSO).

The Appraiser must read and fully understand the contents of this SOW before continuing the assignment as many aspects of the appraisal report have been detailed throughout. This Statement of Work must be included in the final appraisal report. Failure to abide by the terms and conditions of this Statement of Work may result in an omission of required substance and therefore the return or rejection of the Appraisal Report for non-compliance reasons.

Assignment Elements

AVIS File # See attached list page 4 BIA Agency #: See attached list page 4 Client: U.S. Department of Interior’s, Appraisal and Valuations Services Office

(AVSO) – BIA Team Intended Users: AVSO and the BIA Western Nevada Agency.

Intended Use: The intended use of the appraisals is to assist the client and intended users with approval of a land sale.

Definition of Market Value:

Federal regulations prescribe the definition of market value for use in negotiating a sale of Indian trust land as:

"Market Value" The most probable price, as of a specified date, in cash, or in terms equivalent to cash, or in other precisely revealed terms, for which the specified property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.

Source: The Appraisal of Real Estate Appraisal, 15th Edition, The Appraisal Institute

Property Rights to be Appraised:

The purpose of the appraisal is to form an independent opinion of the market value of the fee simple estate of the defined property for land sales administered by the BIA Western Nevada Agency.

Effective Date: Assignment conclusions should be current and effective as of the date of inspection unless otherwise noted by the client.

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Subject Property: The subject of the appraisal is the thirteen (13) Allotted land identified in the Table below. See TSRs for specific details of the rights being transferred.

Property Exhibits: AVSO & BIA will provide relevant property information, including but not limited to: Legal Description and the Title Status Report. A Mineral (commodity) evaluation will be provided case of “B” tracts (see table).

The combined Surface and Mineral Estate will be considered (as applicable) to arrive at the total fee simple value.

Assignment Conditions Appraiser Qualifications:

This appraisal assignment prescribes a State Certified General Appraiser in good standing in the state in which the subject property is located. The engaged appraiser must sign the report.

Applicable Regulation:

This appraisal assignment shall be performed in accordance with guidelines established by the current edition of the Uniform Standards of Professional Appraisal Practice (USPAP). The appraisal shall be an Appraisal Report, as identified by USPAP SR-2(a). See USPAP AO-28 for clarification.

Confidentiality: The appraisal report and all information furnished by the BIA or AVSO to the Appraiser are to be considered confidential.

Extraordinary Assumptions:

None. If the appraiser determines that extraordinary assumptions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions:

“The valuation of the subject property is held by a single owner in fee simple title is a hypothetical condition use of which may affect the assignment results.” The Appraiser must invoke the above hypothetical condition.

The appraisal of WR 656-30 should be written using a HC that the improvement located on the previously leased portion of the premises does not exist. The improvement was paid for by the applicant who lives there and who already owns a majority interest in the land, with the balance owned by the tribe.

If the appraiser determines that any additional hypothetical conditions are necessary, he/she must contact the AVSO Review Appraiser for prior written approval.

Inspection: The engaged appraiser will physically inspect the subject property unless such inspection is waived, in writing by AVSO. Extent of inspection should be sufficient to adequately identify those characteristics which impact the estimate of fair market value. Access to the property shall be coordinated with BIA and or Landowner.

Personal Property, Fixtures and Improvements:

There are no vertical improvements on the subject property to be included in the Appraisal. If improvements are present on inspection they should be noted and described in the report but not valued.

Market Value Analysis:

The extent of market analysis should be sufficient to accurately characterize the market for such properties including those characteristics that impact values. Recent transactions of relevant sales should be researched, confirmed, and analyzed, including private treaty, arms-length sales, and trust or restricted land sales. Inspection of comparable data detailed in the analysis is required, unless waived in writing by (AVSO) prior to report completion.

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Appraisal Methodology:

The Sales Comparison Approach may be the only relevant valuation methodology anticipated in this assignment. The exclusion of the Cost and the Income Approach to Value must be explained in accordance with USPAP.

Minimum Appraisal Report Content:

The appraisal report must meet or exceed those requirements set forth in USPAP SR 2-2(a). Additionally, the appraisal must include the following:

• Cover Page must prominently identify the USPAP Reporting Option

(Appraisal Report), as well as the Client, Property Identification, AVIS and BIA Agency number, Effective and Report Dates.

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• Subject and comparable property descriptions should contain enough information to allow the intended users of the appraisal to adequately visualize the relevant characteristics. (e.g. legal description, land uses, type and quality of access, improvements, source and adequacy of fencing and water supply for cropland/grazing), vegetative cover, soil types, topography, etc.). All comparable sales used should be confirmed, analyzed, and reported in similar detail and consistent fashion to the subject property. Agware software compatible write-ups are preferred.

• The report must contain at a minimum an aerial photograph with the estimated property boundary for the subject and each of the comparable sales and a photograph from the property inspection, unless waived by (AVSO). Additional maps, surveys and plats may be included if germane to the appraisal problem. A comparable sales location map is required. The Aerial photographs must not be so dated that they do not accurately represent the property as it physically existed on the date of inspection. Any unusual property features must be photographed from ground level and included in the report.

• Ownership and History of Property (summarize analysis of the most current Title Status Report (TSR) on the property. Reconcile any significant differences in current sales and Market Value conclusion.

• Sales Comparison Approach: The analysis must include a summary of the relevant market data in grid or tabular form; sales comparable data should be transacted in similar market conditions, and in areas appropriate for the effective date.

• The preferred method of adjusting comparable data includes adequately supported, quantitative adjustments (%, $/acre, etc.).

Qualitative adjustments (similar, inferior, or superior) are acceptable when there is insufficient data to support more specific adjustments.

All comparative adjustments must be narratively supported by clear, appropriate, and credible analysis based on documented market research. The level of detail should be commensurate with the complexity of the property type and the transaction, but at a minimum, the analysis must include a discussion of relevant characteristics and how the unit price from each of the comparable sales relates to the subject. The data must be narratively reconciled into a point estimate of value.

Report Exhibits: This Statement of Work, and any documents provided with the request must be attached as an addendum to the appraisal report.

Deliveries: The completed appraisal report shall be formatted to 8.5” x 11” page size and delivered to AVSO in electronic (.pdf) format, unless otherwise instructed in writing by AVSO. AVSO will review for compliance and acceptance.

Review: The Appraisal report will be reviewed in its entirety for compliance with USPAP, Appraisal Request and this SOW. Deficiencies will require correction. Appraiser agrees to promptly correct (within 10 business days), all errors, omissions, and deficiencies and agrees to revise, expand upon or

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AVIS # Agency # Grantor Grantee Allotment Legal Description Acre Water Rights Land Type

H61-656-2023-00001 H61-656-23-20 Elaine Smokey Walker River Paiute Tribe 656 165

E NE NW, Sec. 7, T12N, R29E, MDM, Mineral County, NV. 20 None Vacant Land

H61-656-2023-00002 H61-656-23-19 Elaine Smokey Walker River Paiute Tribe 656 335

E NE NE, Sec. 22, T13N, R28E, MDM, Mineral County, NV. 20 None Vacant Land

H61-656-2023-00003 H61-656-23-18 Walker River Paiute Tribe Elaine Smokey 656 30

NE NE SE; SE SE NE ,

Sec. 22, T13N, R28E, MDM, Mineral County, NV. 20 Water Rights 13.5 acres

Agricultural/ EA Vacant

H61-658-2023-00017 H61-658-23-21 Anita Moreno Fallon Paiute Shoshone Tribe 658 355

SE SE SW, Sec. 9, T19N, R30E, MDM, Churchill County, NV. 10 Water Right 9.52 acres Vacant Land

H61-658-2023-00009 H61-656-23-441 Laurie Bertrand Fallon Paiute Shoshone Tribe 658 441

NW NE NW, Sec 10, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.26 acres Agricultural

H61-658-2023-00010 H61-658-23-14 Laurie Bertrand Fallon Paiute Shoshone Tribe 658 438

SE NE NW, Sec. 10, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 10.04 acres Agricultural

H61-658-2023-00011 H61-658-23-16 Laurie Bertrand Fallon Paiute Shoshone Tribe 658 439

NE NE NW, Sec. 10, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.42 acres Vacant Land

H61-658-2023-00012 H61-658-23-13 Adrianne Campagna Fallon Paiute Shoshone Tribe 658 215

NW SW SE, Sec 22, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.95 acres Agricultural

H61-658-2023-00013 H61-658-23-12 Marlene Begay Fallon Paiute Shoshone Tribe 658 76

SW NE NW, Sec. 22, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 10.20 acres Agricultural

H61-658-2023-00014 H61-658-23-11 Elveda Martinez Fallon Paiute Shoshone Tribe 658 80

NE SE NE, Sec. 16, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 10.07 acres Vacant Land

H61-658-2023-00015 H61-658-23-22 Anita Moreno Fallon Paiute Shoshone Tribe 658 356

SW SE SW, Sec. 9, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.76 acres Vacant Land

H61-658-2023-00016 H61-658-23-23 Anita Moreno Fallon Paiute Shoshone Tribe 658 357

SW SW SW, Sec. 9, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.36 acres Vacant Land

H61-658-2023-00018 H61-658-23-24 Anita Moreno Fallon Paiute Shoshone Tribe 658 358

SE SW SW, Sec. 9, T19N, R30E, MDM, Churchill County, NV. 10 Water Rights 9.74 acres Vacant Land