A14_MR_-_Sources_Sought_Notice_BIA_1.pdf

SOURCES SOUGHT NOTICE

Title: Crow Creek Multiple Appraisal Acquisition Contract - August 2023

Issue Date: August 14, 2023

Response Due Date: August 17, 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 August 17, 2023, at 3:00 PM EST. Responses to this source sought shall be sent directly to the Contracting Officer (CO), Ms. Jacqueline Hernandez, at jacqueline_hernandez@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 – Crow Creek Multiple Appraisal Acquisition Contract - August 2023” 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:jacqueline_hernandez@ibc.doi.gov mailto:ann_woodall@ibc.doi.gov

Bureau of Indian Affairs August 2023_Final Multiple Allotment Appraisals Crow Creek (A14) – South Dakota

AVSO Statement of Work Page 2 of 13

Identification Case Name: Crow Creek Multiple Tract Appraisal Acquisition Contract – August

2023.

Location: Crow Creek Reservation, South Dakota.

Acquisition: 15 individual allotments/individual appraisals under one contract.

Acquisition Size: Requests with total parcel sizes varying from 23 – 160 acres.

AVSO Statement of Work Page 3 of 13

Property Type: Vacant land.

Case Type: Parcel sale or exchange purposes.

Client Appraisal and Valuation Services Office (AVSO).

Intended Users Bureau of Indian Affairs -Crow Creek Agency, AVSO Central Region - Great Plains Area.

Intended Use The appraisal report will be used for the acquisition of the identified property rights. It is not intended for any other use.

Property Description Fifteen (15) individual allotments. The individual requests are identified in the table in Exhibits.

Legal Description

Legal descriptions for the individual tracts can be found in the Title Status Reports (TSRs) that will be provided to the appraiser at the time of contracting.

Property Rights

The allotments are held by the United States in trust for the individual Indian owners.

The allotments are to be appraised as if held in fee simple (subject to the encumbrances of records found in the TSR) and fully alienable.

Outstanding Rights: See TSR.

Reservations: See TSR.

Personal Property The appraisal should exclude any personal property if any is identified.

Property Access

Physical: See Individual mapping. Individual mapping will be issued after award of contract.

Legal: See Individual mapping. Individual mapping will be issued after award of contract.

Environmental Conditions

There are no known detrimental environmental conditions.

Property Owner: See TSR

AVSO Statement of Work Page 4 of 13

Occupant/Tenant The allotments are reported to be vacant land tracts under a general agricultural use.

The appraiser is to verify the same.

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards The appraisal must conform to the following appraisal standards:

• Current version of the Uniform Standards of Professional Appraisal Practice

(USPAP).

Definitions Fair 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 condition’s 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.1

Date of Value

The date of value is the date of the last property inspection.

Extraordinary Assumptions None. If the appraiser determines that extraordinary assumptions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval. If a subsequent use of an extraordinary assumption is approved, the appraisal must note that it may have affected assignment results.

Hypothetical Conditions There are three authorized Hypothetical Conditions:

1. Fee simple ownership is assumed to be held by a single owner/entity. In appraising tribal or individual owned Native American Land, it is common practice to disregard the influence of ownerships held in trust or restricted status and appraise any parcel as if it were under one ownership in fee simple estate.

2. If the property is improved, assumed that it is vacant and unimproved without consideration of related on and off-site improvements. If property is vacant and unimproved, a hypothetical condition is not necessary.

1 The appraisal of Real Estate, 14th Edition, Page 58, Appraisal Institute

AVSO Statement of Work Page 5 of 13

3. For the purposes of reasonable analysis, the subject is assumed to be zoned and taxed similar to surrounding properties and similar to the comparable sales data used on the sales comparison approach.

If the appraiser determines that any other hypothetical conditions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval. If a subsequent use of a hypothetical condition is approved, the appraisal must note that it may have affected assignment results.

Jurisdictional Exceptions None. If the appraiser determines that a jurisdictional exception is necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval.

Legal Instructions

None.

Placement in Report The appraiser must clearly identify all extraordinary assumptions, hypothetical conditions, and jurisdictional exceptions wherever the final value conclusion is stated, including the Letter of Transmittal and the Summary of Salient Facts. These must also be communicated with any general assumptions and limiting conditions.

Property Inspection

The appraiser must inspect all allotments identified in this statement of work and all the properties used in the sales comparison approach. While every effort must be made to inspect all the sales, AVSO will not unreasonably require the appraiser to physically inspect them if it is infeasible because of a very remote location or in situations where the health and safety of the appraiser might be compromised.

Waiver of physical inspection requirements must be discussed with the review appraiser and permission to exclude a physical inspection must be provided in writing.

Permission to enter upon and appraise the property has not been granted at this time. The appraiser should work with the review appraiser and BIA realty staff to arrange inspection of the allotment. It is necessary to notify the AVSO review appraiser in advance of the scheduled property inspection.

Pre-Appraisal Meeting

The appraiser may be required to attend a pre-work meeting with the assigned AVSO review appraiser, the Bureau realty specialist or other bureau representative, and other interested parties. The AVSO review appraiser will coordinate the date and time of the pre- appraisal meeting. At the discretion of the AVSO review appraiser, the pre-appraisal meeting may be conducted telephonically or at the

AVSO Statement of Work Page 6 of 13 subject property in conjunction with the property inspection.

If any significant items of concern are observed during the property inspection, from satellite imagery, or from other materials researched during the appraisal process that were not discussed in the pre-appraisal meeting, the appraiser must contact the AVSO review appraiser before continuing with the appraisal assignment.

Controversies/Issues

None are known. Should the appraiser identify controversies or issues during assignment that were not previously discussed with the AVSO review appraiser, the appraiser must immediately notify the AVSO review appraiser before proceeding with the assignment.

Special Appraisal Instructions:

1. Although communication is encouraged between the Appraiser and the BIA Agency, only the AVSO Review Appraiser in conjunction with AQD Contracting Officer, can modify the appraisal instructions, in writing.

2. The Appraiser may not communicate assignment results to any party other than

AVSO unless authorized to do so, in writing.

3. Any communication (written or verbal) between the Appraiser and the BIA Agency shall include the AVSO Review Appraiser.

AVSO Statement of Work Page 7 of 13

General Appraisal Requirements & Instructions:

1. The appraiser must hold a valid license as a Certified General Appraiser for the jurisdiction in which the subject property is located and insert a copy of the license within the appraisal. (Valid credentials include those obtained directly from the jurisdiction, those issued under a reciprocity agreement, and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes).

2. Include copies of the AVSO statement of work, the engagement letter, and any other assignment instructions in the addenda to the appraisal report.

3. The appraiser must appraise the subject property in its condition as of the effective date of value, unless authorized in writing by the AVSO review appraiser to do otherwise.

4. Color photographs and maps of comparable properties shall be included in the appraisal report. AVSO will accept aerial/satellite photographs for comparable properties unless the satellite images do not accurately represent the property as of the date of inspection. The appraiser must photograph any unusual property features from the ground.

5. 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.

6. The appraiser must consider the appraisal report and all DOI internal documents furnished to the appraiser to be confidential. Refer all requests for information concerning the appraisal process to the AVSO review appraiser.

7. AVSO will not normally accept custody of confidential or proprietary information.

Should the appraiser find it necessary to rely on confidential or proprietary information, then the appraiser must contact the AVSO review appraiser for instructions prior to delivering the initial appraisal report.

8. While the public is not an intended user of the appraisal report, the Freedom of

Information Act (FOIA) and bureau policy may result in the release of all or part of the appraisal report to others.

9. If proprietary information is intended to be included in the appraisal, the appraiser must gain the concurrence from the AVSO review appraiser and deliver the proprietary information in a separate binder.

10. If the appraiser has performed any services regarding the subject property within the three prior years, then the appraiser must disclose the extent of the service in the engagement letter response.

AVSO Statement of Work Page 8 of 13

SECTION 3 – Performance & Submission Requirements

The appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the assigned AVSO review appraiser who’s contact information will be provided when the contract is awarded.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting

Subject Property Inspection

Initial Appraisal Report

A pre-work teleconference will be scheduled within 5 business days of the contract award.

To be determined by the Appraiser and notification of the AVSO Review Appraiser.

An unlocked PDF for the initial appraisal report(s) shall be submitted to the review appraiser within 90 calendar days of the contract award.

Review Period & Comments Provided to Appraiser

Review completion target is 45 days after the initial appraisal has been received. Any corrections/revisions must be completed and returned to the review appraiser within 10 business days or a total of 15 days in the event of multiple requests for correction or clarification.

Final Appraisal Report The appraiser will provide a final, electronic copy (PDF) to the review appraiser upon final approval of the appraisal and within 5 business days of the reviewer’s acceptance and approval of the electronic copy.

AVSO Statement of Work Page 9 of 13

EXHIBITS

Bureau of Indian Affairs August 2023

AVSO Statement of Work Page 10 of 12

AVSO GIS Plat Maps

AVSO Statement of Work Page 11 of 13

South Dakota – General Area Map

AVSO Statement of Work Page 12 of 13

Crow Creek Parcels – Aerial Photo