Atch1_AG0120S160008_BPATechExhibit.pdf

Blanket Purchase Agreement Appraisals and Appraisal Services, U.S. Forest Service Alaska Region

1. Description of Agreement:

This is a non-personal services multiple award Blanket Purchase Agreement (BPA) providing for the placement of blanket purchase agreement calls (BPA calls) for appraisal and appraisal services as described below:

Description of Services/Introduction: The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items required to perform appraisals and appraisal services as defined in the performance work statement (PWS) in each individual BPA call except for those items specified as government furnished property and services. The contractor shall perform to the standards in this blanket purchase agreement and individual BPA calls. Work efforts and subsequent documentation shall be in accordance with the requirements contained in the BPA and PWS of each BPA call. The Contractor shall obey all laws, rules and regulations of the United States; and applicable State and local governments having jurisdiction over the activities conducted under this BPA. The contractor shall be responsible for determining which laws, rules and regulations apply to a particular task. The Contractor shall be responsible for obtaining and maintaining any registration or certification as required by the various Federal, State, and Local regulatory agencies, along with any other registrations, certifications, licenses, permits, warrants, permissions or other credentials required to perform under the BPA. By signing this BPA, the Contractor agrees that each provided appraisal shall conform to the Uniform Standards of Professional Appraisal Practice (USPAP), Uniform Appraisal Standards for Federal Land Acquisition (UASFLA), and Agency requirements for each appraisal as applicable. Written and oral products ordered are narrative Appraisal Reports under the current version of USPAP and self-contained narrative reports under UASFLA and other appraisal services which will be defined in the PWS of each individual BPA call.

Scope: The contractor shall provide appraisals and appraisal services for properties located within the State of Alaska.

The work will primarily be performed in support of the United States Department of Agriculture (USDA) Forest Service (USFS) but may be ordered on behalf and/or for the use of other Federal Agencies including but not limited to: Department of Interior (DOI), Department of Defense (DOD), or Department of Justice (DOJ). Appraisals and Appraisal Services are generally used in support of real property acquisitions, disposal, leasing, exchanges, or administrative planning. Typical property types include but are not limited to: a wide variety of developed and undeveloped land such as industrial, commercial, retail, office, agricultural, residential, or special use; land containing merchantable timber; land leases, fractional interests such as minerals or surface/subsurface rights, partial acquisitions requiring estimates of damages or special benefits to the remainder, leases of Government managed land and facilities, conservation and other various types of easements, communications towers/sites, contaminated properties, linear rights-of-way such as access or utilities; recreational cabins, outfitter and guide fees.

On occasion, residential work may be requested. Assignments in remote locations and/or areas of limited data are common. Services may include consultation preliminary to trial or expert witness testimony.

Appraisals and Appraisal Services

The contractor shall perform real estate appraisals and appraisal services and may prepare narrative appraisal reports which will be reviewed by the Government for compliance with standards outlined in this BPA and the PWS contained in each BPA call. Appraisal reports will most commonly be prepared in compliance with Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA aka Yellow Book) and Uniform Standards of Professional Appraisal Practice

(USPAP).

REVIEW AND ACCEPTANCE OF REPORTS: Appraisal Reports shall be due within the period of performance indicated in the BPA call and will be reviewed for compliance with the terms of the PWS in the BPA call, Agency policy, and applicable appraisal standards. Findings of inadequacy, if any, will require clarification and/or correction before acceptance and invoice payment is made.

Each appraisal report shall be accepted as written if it substantially conforms to the instruction in the PWS and contains a well-reasoned and adequately supported value estimate. The appraisal shall be rejected if it lacks adequate supporting data or appraisal analysis or is not responsive to the basic requirements of the assignment.

Revisions to the report resulting from the Government’s review, or the contract appraiser's failure to comply with the PWS, will not be construed or interpreted in any way as a change to the scope of this blanket purchase agreement or the BPA call. The contract appraiser shall provide report revisions in response to review or due to minor changes or factual errors at no extra charge.

Blanket Purchase Agreement Period of Performance:

1. The effective date for this Blanket Purchase Agreement (BPA) is the date of award and will continue for a term of five (5) years.

2. Awarded rates shall be effective through the performance period of the Blanket Purchase Agreement.

3. The vendor shall furnish the services only as requested by US Forest Service Ordering Officials during the period specified.

The BPA may be terminated under any of the following circumstances:

a. By either party with 30 days written notice.

In the event of termination, delivery or performance of outstanding orders may continue for a period of 60 days, after which time any remaining items will be considered cancelled.

b. When the Contractor fails to abide by the terms and conditions of the BPA, including, but not limited to:

i. Accepts order but routinely fails to deliver on time.

ii. Fails to offer US Forest Service most favored customer pricing;

c. When the Contractor consistently provides poor service.

d. If the Contractor files fraudulent claims.

e. If the Contractor demonstrates improper business practices or personal conflicts of interest.

f. If the Contractor offers kickbacks or favors to Government employees in exchange for business.

General Information

Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. After acceptance of the quality control plan the contractor shall receive the Contracting Officer’s acceptance in writing of any proposed change to his QC system.

Quality Assurance: The Government will evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

Government Holidays: The contractor is not required to perform services on the following holidays.

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Independence Day Christmas Day

Hours of Operation: The contractor may contact US Forest Service Technical POC between the hours of 7:30 am and 3:30 pm, Alaska time, Monday thru Friday, except Federal Holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

The Technical POC for this BPA is:

William J. Crawford, MAI, USFS R10 Regional Appraiser, 161 East 1st Avenue, Door 8, Anchorage AK 99501 williamcrawford@fs.fed.us , 907-743-9580

The technical POC is not authorized to change any of the terms and conditions of this agreement.

Place of Performance: The work to be performed under this contract will be performed at the appraiser’s place of business and for each appraisal assignment, key personnel shall personally make a site visit to the subject property and all comparables relied upon for market comparison unless an exception is approved in writing by the responsible USFS Regional Appraiser or USFS Chief Appraiser.

Type of Contract: The government shall award a Firm Fixed Price Agreement for each individual Call.

Special Qualifications: Appraisers must be State Certified General in the State of Alaska and preferably hold a professional designation from the Appraisal Institute or an Appraisal Foundation Sponsor Organization.

P r e / Post Award Conference/Periodic Progress Meetings: If required, they will be addressed in the PWS associated with each individual call.

Contracting Officer Representative (COR): The COR monitors all technical aspects of the contract and assists in contract administration. A letter of designation will be issued to the COR for each individual BPA call. A copy of the designation will be sent to the contractor. The designation states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of this agreement.

Contractor Key Personnel: The following personnel are considered key personnel by the Government: The appraiser holding the Certified General Appraisal License in the State of Alaska. Key personnel shall sign each appraisal report, visit each property, make personal verification, and visit each comparable property used in UASFLA compliant appraisal reports unless agreed upon in advance and in writing by the responsible USFS Regional Appraiser or USFS Chief Appraiser. Qualifications and state certification number of the key personnel shall be submitted in response to this solicitation. No substitutions of key personnel are permitted.

Contractor Travel : All anticipated travel shall be included in the cost proposal. There will be no additional reimbursement for travel in BPA calls.

Data Rights: The Government has unlimited rights to all documents/material produced under this blanket purchase agreement and any resulting BPA calls. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

Government Furnished Items and Services: Government furnished items and services will be defined in each BPA call.

Contractor Furnished Items and Responsibilities:

General: Appraisal reports for each BPA call shall be delivered in accordance with the PWS in the BPA call.

Electronic copies shall be delivered to the US Forest Service Point of Contact (POC) stated in the PWS of the BPA call. Bound hard copies shall be delivered to: USDA, Forest Service, R10 RO Recreation, Lands and Minerals, 161 East 1st Avenue Door 8, Anchorage AK 9950

Applicable Publications (Current Editions)

The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures.

All appraisals will be prepared in conformance with the appropriate edition of the Uniform Standards of Professional Appraisal Practice (USPAP), Uniform Appraisal Standards for Federal Land Acquisition (UASFLA), and current Agency guidelines. In the event there is a conflict in requirements, those of AGENCY or UASFLA will prevail and the appraiser may invoke jurisdictional exception.

2. Extent of obligation.

The Government is obligated only to the extent of authorized purchases actually made under the BPA (blanket purchase agreement calls).

PLACEMENT OF ORDERS: It is the intent of the Government to compete BPA calls among all BPA holders;

however, BPA calls may be awarded to a contractor, without advertising to other BPA holders, based on the following:

• Geographical location of the property to be appraised;

• Needed specialties for the appraisal including type of property to be appraised;

• Ability to perform the task in the required timeframe;

• Performance on previous BPA calls; or

• The order must be issued on a sole source basis in the interest of economy and efficiency because it is a logical follow-on to an order already issued under the BPA provided that all awardees were given a fair opportunity to be considered for the original BPA call

ASSIGNMENT OF CASES

Each order for services under the BPA will be emailed or mailed to the Contractor by the Ordering Official. Each order will be signed (may be digitally signed) and dated by the applicable Ordering Official.

ATTACHMENTS: The Agency may provide the appraiser with the following attachments to the appraisal order:

• Task Description

• Location/Address of the property

• Other information necessary for contractor to complete the appraisal (as applicable)

The Contractor shall acknowledge receipt and acceptance of each order in writing or via email within two (2) business days of the order being issued. Acknowledgement shall be submitted via email by the Contractor (or authorized representative) to the Ordering Official and the Contracting Officer.

3. Purchase Limitation and Individuals Authorized to Place Calls Under the BPA

US Forest Service personnel authorized to place orders (calls) under this agreement, along with the individual purchase limitation, are listed below. Individuals authorized to purchase under the BPA are referred to as Ordering Officials.

Any individual duly acting in the capacity of the position by a designation as “Acting” or any individual appointed to the position will be authorized in writing under separate call letter. The total value of all calls placed against an individual BPA will not exceed $150,000. Individual orders/calls against individual BPAs will not exceed $150,000.

POSITION DOLLAR/QUANTITY LIMIT PER CALL

Contracting Officer (CO) $150,000/per call

Region 10 Appraiser $15,000 per call

Authorized Government Representative $15,000 per call

USFS Chief Appraiser $15,000 per call

R10 Director of Recreation, Lands, and Minerals $15,000 per call

Any order exceeding the Ordering Official’s delegated authority is outside the scope of the agreement. Orders in excess of this amount shall not be honored or accepted by the Contractor. Failure to comply with this provision may result in termination of the BPA.

4. Delivery tickets.

All services provided under the agreement shall be accompanied by delivery tickets or sales slips that shall contain the following minimum information:

(i) Name of supplier.

(ii) BPA number.

(iii) Date of purchase.

(iv) Purchase number—BPA Call Number.

(v) Itemized list of supplies or services furnished.

(vi) Quantity, unit price, and extension of each item, less applicable discounts (unit prices and extensions need not be shown when incompatible with the use of automated systems, provided that the invoice is itemized to show this information).

(vii) Date of delivery or shipment.

5. Invoices.

A summary invoice shall be submitted at least monthly or upon expiration of this BPA, whichever occurs first, for all deliveries made during a billing period, identifying the delivery tickets covered therein, stating their total dollar value, and supported by receipt copies of the delivery tickets.

TECHNICAL EXHIBIT 1

Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success. Each individual blanket purchase agreement call will contain a deliverable schedule.

Performance Requirements – Appraisals and Appraisal Services

Performance

Objective Standard

Performance

Threshold

Method of Surveillance

Perform in accordance with PWS for each individual Call

The appraisal service conforms to the requirements of the PWS for each individual Call

Zero deviation from standard

100% Inspection and review

The contractor shall provide the requested appraisal reports in the agreed upon format and within the agreed upon timeframe.

The contractor provided the requested service within the agreed upon timeframe and/or due date. The appraisal conformed to accepted practices and met regulatory and agency requirements.

Appraisal reports met due dates 95% of the time.

100% Inspection and review.

If required, the contractor shall respond to review comments within the required timeframe.

The contractor responded and provided any needed corrections and revisions within the required timeframe.

Corrections were made by due date 100% of the time.

100% Inspection and review.