A14_MR_-_Sources_Sought_Notice_BIA_1.pdf

SOURCES SOUGHT NOTICE

Title: Blackfeet Market Value of 24 Allotments.

Issue Date: May 8, 2024

Response Due Date: May 11, 2024 @ 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 May 11, 2024, 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 – Blackfeet Market Value of 24 Allotments” 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

UNITED STATES DEPARTMENT OF THE

INTERIOR

OFFICE OF THE SECRETARY

Appraisal and Valuation Services Office

Billings, MT 59101

Blackfeet Market Value of 24 Allotments

STATEMENT OF WORK

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, along with the appraisal request, are to be included as an attachment to the final appraisal report. Failure to abide by the terms and conditions of the appraisal request and 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

AVSO File # See attached list beginning on page 5 Client: U.S. Department of Interior - Appraisal and Valuations Services Office (AVSO) Intended Users: AVSO, BIA Blackfeet Agency Superintendent, and any other users identified by the appraisal request.

Intended Use: The intended use of this appraisal is to assist the client and intended users with a proposed exchange of trust lands.

Definition of Market Value:

"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’ requisite a fair, with the buyer and seller each acting prudently, knowledgeably, and for, and assuming that neither is under undue.

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, less encumbrances of record, of the defined property.

Effective Date: Assignment conclusions should be effective as of the date of inspection unless otherwise noted by the client or the Appraisal Request.

Subject Property: The subject of the appraisal is the Allotted land identified in the Appraisal Request. See appraisal request for clarification.

Property Exhibits: AVSO & BIA will provide relevant property information, including but not limited to: Legal Description, Aerial photography, Appraisal Request, and Title Status Report.

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:

Real property rights are appraised as if title were held in unrestricted fee status, under a single or unified ownership, and full alienable.

It is assumed that the property can be sold and developed similarly to privately owned real estate located outside of the community.

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

Inspection: Information furnished to the Appraiser, by the BIA or AVSO, may not indicate the subjects’ Highest and Best Use.

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 market value. Access to the property shall be coordinated with the BIA and or Landowner.

Special Assignment Conditions:

The appraisal is of the underlying land and site improvements (if present).

Vertical improvements (if present) are not to be included in the Appraisal. If improvements are present on inspection, they should be noted and described in the report but not valued. Improvements may have an impact on the Highest and Best Use of the Subject.

Market Value Analysis:

The extent of market analysis should be sufficient to accurately characterize the market for such properties including those characteristics that impact agricultural and residential values. Recent transactions of relevant residential, farming and grazing 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.

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 Case Number, Effective and Report Dates.

• 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 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.

• 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: The Appraisal Request, this Statement of Work, and any documents provided with the request must be attached as an addendum to the appraisal report.

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

Deliverables: The target date for the appraisal reports is within 75 days from the award of the contract. Please submit an electronic unlocked PDF for the initial appraisal report(s). The completed appraisal reports shall be formatted to 8.5” x 11” page size. 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 clarify report (by providing additional data or analysis as required by the reviewer, including, if requested, the appraiser’s work file).

Appraisal Report The target date for the appraisal reports is within 75 days from the award of the contract. Please submit an electronic unlocked PDF for the appraisal report(s).

Questions regarding the legal description, inspection, access, other special issues or concerns about the characteristics of the subject property, and appraisal development or reporting issues should be directed to the AVSO review appraiser post contract award.

Questions during the solicitation period must be addressed to the contracting officer identified in the contract award.

Invoice Submission and Payment

60 days after Final Appraisal Report acceptance by the Government

Closeout 60 days after final payment

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

The subject properties listing begins on the next page.

SUBJECT PROPERTIES

AVIS

Case Allot # Acres Legal Description Sec. Township Range

1 00223801 201 301 -A 40 NW SW- 40 Acres 12 033.00N 008.00W 2 00223802 201 307 -A 40 NE SE- 40 Acres 11 033.00N 008.00W 3 00223803 201 309 -A 40 SW SW- 40 Acres 10 033.00N 008.00W 4 00223804 201 1025 -A 40 NE SW- 40 Acres 21 033.00N 008.00W 5 00223805 201 1544 -A 80 SW SW- 40 Acres

NW SW- 40 Acres 33 034.00N 008.00W

6 00223806 201 1820 40 SE NE- 40 Acres 15 033.00N 008.00W 7 00223807 201 2114 -A 40 NW NE- 40 Acres 20 033.00N 008.00W 8 00223808 201 2115 40 SW NE- 40 Acres 20 033.00N 008.00W 9 00223809 201 2116 40 SE NE- 40 Acres 20 033.00N 008.00W

10 00223811 201 2117 40 NE NE- 40 Acres 20 033.00N 008.00W 11 00223812 201 2771 -B 40 NE NW- 40 Acres 9 033.00N 008.00W 12 00223815 201 2909 -A 10 NE SE NE- 10 Acres 12 033.00N 008.00W 13 00223816 201 3001 -A 10 NW SE NW- 10 Acres 12 033.00N 008.00W 14 00223817 201 3002 -A 10 NE SE NW- 10 Acres 12 033.00N 008.00W 15 00223818 201 3006 10 NW SW NE- 10 Acres 12 033.00N 008.00W 16 00223819 201 3179 -A 40 SW SW- 40 Acres 3 033.00N 008.00W 17 00223820 201 3208 40 SW NE- 40 Acres 15 033.00N 008.00W 18 00223821 201 3274 -A 40 SW SW- 40 Acres 12 033.00N 008.00W 19 00223822 201 4061 -B 40 NW NW- 40 Acres 9 033.00N 008.00W 20 00223823 201 5131 200 SE- 160 Acres

E E SW- 40 Acres 12 033.00N 008.00W

21 00223824 201 5187 A 200 SW NE- 40 Acres 3 033.00N 008.00W NE SW- 40 Acres 10 SE SE- 40 Acres

SE SW- 40 Acres

SE SE- 40 Acres 34 034.00N 008.00W 22 00223826 201 5386 80 S SE NW- 20 Acres

SE NE- 40 Acres S SW NE- 20 Acres

11 033.00N 008.00W

23 00223825 201 5247 -A 2245.36 Lot 4- 40.45 Acres 2 033.00N 008.00W SE SE- 40 Acres

W SW- 80 Acres SE NE- 40 Acres Lot 3- 40.15 Acres

SE SE- 40 Acres 3 W SE- 80 Acres E SW- 80 Acres SE NW- 40 Acres Lot 1- 40.61 Acres SE NE- 40 Acres Lot 4- 40.71 Acres Lot 3- 40.89 Acres 4 Lot 2- 40.83 Acres Lot 1- 40.75 Acres SE- 160 Acres S NW- 80 Acres

AVIS

Case Allot # Acres Legal Description Sec. Township Range

23 00223825 201 5247 -A S NE- 80 Acres 033.00N 008.00W continued Lot 4- 40.97 Acres NE- 160 Acres 9 SE SW- 40 Acres 10 SE SE- 40 Acres E NE- 80 Acres W SE- 80 Acres N SW NE- 20 Acres 11 N SE NW- 20 Acres N NW- 80 Acres N NE- 80 Acres NE SW- 40 Acres W SE- 80 Acres SW NW- 40 Acres NW SW NW- 10 Acres 12 W NW- 80 Acres 14 N N NE- 40 Acres 15 N NE NW- 20 Acres SE NE NW- 10 Acres NW- 160 Acres 33 034.00N 008.00W E SW- 80 Acres

24 216647 201 5587 2630.06 S NW- 80 Acres 5 033.00N 008.00W Lot 3- 40.94 Acres Lot 4- 40.91 Acres Lot 1- 40.79 Acres 6 Lot 2- 40.56 Acres Lot 3- 40.33 Acres Lot 4- 37.65 Acres W- 320 Acres 28 034.00N 008.00W W SE- 80 Acres E- 320 Acres 29 SW- 160 Acres E SE- 80 Acres 30 SW SE- 40 Acres NW SE- 40 Acres E- 320 Acres 31 E NW- 80 Acres E SW- 80 Acres Lot 1- 37.08 Acres Lot 2- 37.18 Acres Lot 3- 37.26 Acres Lot 4- 37.36 Acres E- 320 Acres 32 W- 320 Acres