A14_MR_-_Sources_Sought_Notice_BIA_1.pdf

SOURCES SOUGHT NOTICE

Title: Market Rent for TRECO Substations

Issue Date: June 17, 2024

Response Due Date: June 20, 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 June 20, 2024, 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 – Market Rent for TRECO Substations” 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

Agency - Northern Cheyenne Agency Allotments #See list

TRECO 69 KV Lines 3 – 69 KV Lines

AVIS Case# – 00217412 June, 2024

STATEMENT OF WORK

Appraisal and Valuation Services Office

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 is to be an attachment to the Appraisal Request and must be included, along with the request in the final appraisal report. Failure to abide by the terms and conditions of 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 Project # C57-207-2024-00026 AVIS Case #: 00217412 Project Line #1 Lame Deer Transmission Line (expired 2006)

Line #2 Busby Transmission Line (expired 2006) Line #3 Lame Deer to Ashland Cross Tie Transmission Line (expires 6/2025)

Client: U.S. Department of Interior’s, Appraisal and Valuations Services Office

(AVSO)

Intended Users: AVSO, Northern Cheyenne BIA, Northern Cheyenne Tribe and any other users identified by the appraisal request.

Intended Use: The appraisal report will be used by the client and intended users to fulfil their trust responsibilities regarding the sale of real property rights per federal regulations including 25 CFR 169 Rights-of-Ways Over Indian Land. This appraisal is not intended for any other use.

Definition of Fair Market Value

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

Fair market value means the amount of compensation that a right-of-way would most probably command in an open and competitive market.

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.

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 sale of property rights to be granted by the Bureau of Indian Affairs (BIA) is on allotted lands owned by individual Indian landowners and Northern Cheyenne Tribe and managed in trust by the United States of America as part of BIA’s delegated trust responsibilities. The property being encumbered by the SALE and described in the attachments consist of various acreages for each allotment. The subject area is located within Rosebud & Big Horn Counties, Montana. Legal description is as follows: See final pages of the SOW for all three KV lines legal descriptions

Property Exhibits: AVSO & BIA will provide relevant property information, including but not limited to: Legal Description, Appraisal Request, and Title Status Reports to the successful bidder.

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. 25 CFR, Part 169 ROWs over Indian Lands

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

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 the BIA and or Landowner.

Personal Property, Fixtures, and Improvements:

There are no 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. 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 values. Recent transactions of relevant utility 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.

Appraisal Methodology

The appraiser is to develop an opinion of fair market value for the Right of Way to be granted per the terms outlined within this SOW and the "Revocable Right of Way " included in the appendix for each identified tract. The Right of Way is for a term of 25 years starting on the date of BIA approval but may be terminated earlier by the BIA upon 30 days written notice to the Grantee. The fair market value shall be expressed in terms that are typical for the market area in which the property is located and may be a fixed amount, percentage, or a combination.

The Sales Comparison Approach of comparable easements is the only relevant valuation methodology anticipated in this assignment. The Cost, nor the Income Approach to Value is not applicable nor necessary and is not a violation of USPAP. Supporting documentation of comparable land sales of similar properties should be verified and used as comparison to the comparable sales of similar easement transactions to reflect the value differences.

Appraisal Problem

TRESPASS/Holdover Period: Two of the three KV lines have expired right of way grants that expired in 2006 and the third won’t expire until 2025. This assignment may also be used to determine the fees associated with the trespass/holdover use of this ROW that began on 2006 through the reauthorization of this ROW.

An example acceptable method to value this trespass would be to use a Hypothetical Condition to estimate a value using the date of June 30th, 1947, land values and applying an interest rate to the land value and bring it to the present date.

Example: 1947, Range land value of $100/acre @ 3% per year (safe rate) for 73 years = $865.00 present values.

Other such methods should be explored and incorporated, and values correlated into the final opinion of value.

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, Appraisal Request Number and BIA AVIS case and project 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. 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 sale 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 sale 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 sale and Market Sale value conclusion.

• Sales Comparison Approach: The analysis must include a summary of the relevant market data in grid or tabular form; sale 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.

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 clarify report (, by providing additional data or analysis as required by the reviewer, including, if requested, the appraiser’s work file.

Busby to Jim Town Length Width Total Acres

207 T0 5 1245 60 1.715 207 924 3252 60 4.48

207 TO-5 1654 60 2.28

207 T 553 1152 60 1.5867769 207 553-A 670 60 0.922865 207 554 1401 60 1.9297521 207 553-A 158 60 0.218

207 TO-5 2739 60 3.773

207 T 1196-A 1375 60 1.8939394 207 1198 1860 60 2.5619835 207 1197 984 60 1.3553719 207 900 1173 60 1.6157025 207 898 441 60 0.607438 207 T 901 1661 60 2.2878788 207 T 896 35 60 0.0482094 207 T 573 1695 60 2.3347107 207 T 523 1199 60 1.6515152 207 576-A 1546 60 2.1294766 207 726 1371 60 1.8884298 207 346 1375 60 1.8939394 207 346-A 245 60 0.3374656 207 1229 3876 60 5.34 207 T 658 1368 60 5.4 207 T 659 1404 60 1.934 207 482 1735 60 2.3898072 207 483 2360 60 3.2506887 207 608 320 60 0.4407713 207 T 09 1592 60 2.1928375 207 1006 1825 60 2.5137741 207 1005 1368 60 1.8842975 207 1008 2702 60 3.7217631 207 875-B 1338 60 1.8429752 207 570-A 1382 60 1.9035813 207 238 22 60 0.030303 207 570-A 1672 60 2.3030303 207 863 1899 60 2.6157025

207 TO 8 314 60 0.4325069

207 T 192 1564 60 2.15427 207 T 191 1338 60 1.8429752

207 TO 8 1292 60 1.7796143

207 T 459-A 1331 60 1.8333333 207 T 459-B 1460 60 2.0110193 207 T 1382-b 1833 60 2.5247934

207 TO 8 160 60 0.2203857

207 132 By Muddy Tin Hall T2S 40E SEC 35 W½ 1561 60 2.1501377 207 133-A 689 60 0.9490358 207 T 1190-A 882 60 1.214876 207 1190 1560 60 2.1487603 207 T 146 1565 60 2.1556474 207 427-B 954 60 1.3140496 207 465 613 60 0.8443526 207 864 1590 60 2.1900826 207 T 1269-A 185 60 0.2548209 207 T 1251 2989 60 4.1170799 207 694 1383 60 1.9049587 207 T 309-A 201 60 0.2768595 207 T 375 1486 60 2.046832 207 T 309 -A 1429 60 1.9683196

207 825

GARDNERS SHOULD ALREADY HAVE A NEW EASEMENT. NEED

TO CHECK 2901 60 3.9958678

207 699-A 217 60 0.2988981 207 703-A 1420 60 1.9559229 207 750 275 60 0.3787879 207 750-C 526 60 0.7245179 207 510-B 885 60 1.2190083 207 T 147-B

AT THE ENTRANCE TO JIMTOWN CUTACROSS ROAD ON HWY

39 T2S R41E 17 883 60 1.2162534

207 510-A 150 60 0.2066116 207 T 147-A 719 60 0.9903581

207 TO 25 246 60 0.338843

207 150 1267 60 1.7451791 207 150 Jim Town Switch Yard North to Reservation Boundary 237 60 0.3264463 207 397 1226 60 1.6887052 207 407 1403 60 1.9325069 207 150 Jim Town Switch Yard North to Lame Deer 1148 60 1.5812672

207 TO 25 708 60 0.9752066

207 510-A 154 60 0.2121212 207 512-B 556 60 0.7658402 207 512-C 1438 60 1.9807163

207 6-E

NORTH LAME DEER AMERICANHORSE AREA T2S R41E SEC21

W½ 1305 60 1.7975207

207 5 1641 60 2.2603306 207 836-A 768 60 1.0578512 207 408 773 60 1.0647383 207 1428 1741 60 2.3980716 207 1425 752 60 1.0358127 207 1237 1635 60 2.2520661 207 1440- A 1357 60 1.869146

207 TR 4 BY LAME DEER LAGOONS T2S R41E SEC28 2345 60 3.2300275

207 TO 25 2127 60 2.9297521

207 TR 4 162 60 0.2231405

Jim Town to Ashland 0 207 150 3507 60 4.8305785 207 T 147-A 2465 60 3.3953168 207 T 148 937 60 1.2906336

207 TO 25 16721 60 23.03168

207 T 62 3364 60 4.6336088

207 TO 15 1390 60 1.9146006

207 410-A 2745 60 3.7809917

207 TO 15 11335 60 15.612948

207 467 1988 60 2.738292

207 TO 15 12548 60 17.283747

207 TO 19 21610 60 29.76584

207 T 85 2810 60 3.8705234 207 695 2241 60 3.0867769 207 T 1318 3324 60 4.5785124 207 T 1092-A 237 60 0.3264463 207 T 1092 1163 60 1.6019284 207 T 1092-A 757 60 1.0426997 207 T 718 501 60 0.6900826 207 T 1301 3705 60 5.1033058 207 T 352 551 60 0.7589532 207 855 1416 60 1.9504132 207 T 1470 60 2.0247934

207 684 894 60 1.231405 207 T-

1275 T2S R44E SEC 32 SE¼SW¼ 518 60 0.7134986

207 979 1444 60 1.9889807 207 857 1420 60 1.9559229 207 854 4093 60 5.637741 207 T 856 12 60 0.0165289

207 TO 24 3086 60 4.2506887

207 TR 10 178 60 0.2451791