AG-9417-S-16-0002.doc

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER

PAGE OF

2. CONTRACT NO.

3. AWARD/ EFFECTIVE DATE

4. ORDER NUMBER

5. SOLICITATION NUMBER

AG-9417-S-16-0002

6. SOLICITATION

ISSUE DATE

09/20/2016

7. FOR SOLICITATION INFORMATION CALL:

a. NAME James O. Sowden

b. TELEPHONE NUMBER (No collect calls) 602-280-8713

8. OFFER DUE DATE/LOCAL TIME

10/20/2016 1630 PT

9. ISSUED BY CODE

RD-AZ-9417

10. THIS ACQUISITION IS UNRESTRICTED OR X SET ASIDE: 100.00 % FOR:

X SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

HUBZONE SMALL SMALL BUSINESS PROGRAM NAICS: 531210 BUSINESS EDWOSB

SMALL BUSINESS

USDA, RURAL DEVELOPMENT

230 N. 1st Ave. Suite 206 Phoenix, AZ 85003

11. DELIVERY FOR FOB DESTINA- TION UNLESS BLOCK IS MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A RATED ORDER UNDER DPAS (15 CFR 700) 13b. RATING

14. METHOD OF SOLICITATION

16. ADMINISTERED BY CODE

RD-AZ-9417

USDA, RURAL DEVELOPMENT

230 N. 1st Ave. Suite 206 Phoenix, AZ 85003 17a. CONTRACTOR/ CODE OFFEROR

FACILITY CODE

18a. PAYMENT WILL BE MADE BY CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW IS CHECKED SEE ADDENDUM 19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22. UNIT

23.

UNIT PRICE

24.

AMOUNT

Tax ID Number: Not Available DUNS Number: Not Available Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. See continuation page Period of Performance: 10/20/2016 to 09/30/2021

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA

26. TOTAL AWARD AMOUNT (For Govt. Use Only) X 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA 27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

X ARE ARE

ARE NOT ATTACHED. ARE NOT ATTACHED.

file_0.wmf file_1.wmf file_2.png file_3.wmf

X 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

29. AWARD OF CONTRACT: OFFER DATED . YOUR OFFER ON SOLICITATION (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER) 30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

JAMES O. SOWDEN

31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22. UNIT

23.

UNIT PRICE

24.

AMOUNT

Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. Period of Performance 20 Oct. 2016 to 30 Sep. 2017

Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. Period of Performance 1 Oct. 2017 to 30 Sep. 2018

Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. Period of Performance 1 Oct. 2018 to 30 Sep. 2019

Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. Period of Performance 1 Oct. 2019 to 30 Sep. 2020

Residential Appraisal services as outlined in the Statement of Work and Schedule for Services. Period of Performance 1 Oct. 2020 to 30 Sep. 2021

Fill in Table 1 for Pricing

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE 2e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER

34. VOUCHER NUMBER

35. AMOUNT VERIFIED CORRECT FOR

36. PAYMENT

COMPLETE PARTIAL FINAL

37. CHECK NUMBER

PARTIAL FINAL

38. S/R ACCOUNT NUMBER

39. S/R VOUCHER NUMBER

40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 42a. RECEIVED BY (Print) 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS file_4.wmf file_5.wmf file_6.wmf file_7.wmf file_8.wmf

STANDARD FORM 1449 (REV. 2/2012) BACK

U.S. DEPARTMENT OF AGRICULTURE RURAL

DEVELOPMENT

Arizona

BLANKET PURCHASE AGREEMENT

DESCRIPTION OF BLANKET PURCHASE AGREEMENT: The government intends to award multiple contracts for the purpose for Residential Appraisal Services from this solicitation. The Government intends to award multiple contracts for each of the 8 offices (see table 1 below). The amount of awards for each office will be based on the projected number of appraisals for FY 2017 through 2021 and determined in the best interest of The Government by the Contracting Officer. This is a 100% set-aside for Small Business. The government reserves the right to award without discussions. The vendor agrees to furnish appraisals for properties in Arizona assigned in accordance with the attached Statement of Work, terms and conditions.

2. PERIOD OF PERFORMANCE: This agreement shall be in effect for one year and four (4) one year options from the date of execution by all parties, or until cancellation by either party upon 30 days’ prior written notice. In the event of cancellation, performance of outstanding orders under the terms and conditions herein shall continue until completed in accordance with order deadlines, unless the work is cancelled by the Contracting Officer. This agreement may be renewed upon its expiration by mutual written agreement between the parties for four consecutive years. Call orders will be issued under this BPA when assigning work to the Contractor.

STATEMENT of WORK (SOW)

FOR APPRAISAL SERVICES AND APPRAISAL INSTRUCTIONS

SINGLE FAMILY HOUSING RESIDENTIAL PROPERTY

BACKGROUND: USDA Rural Development provides direct loans to eligible applicants for single family housing residential property. To support this program, USDA Rural Development requires qualified appraisers to provide appraisal services, in accordance with 7 Code of Federal Regulations (CFR) Part 3550, which may be located at http://www.rurdev.usda.gov/SupportDocuments.

OBJECTIVE: High quality appraisals to determine market value of single family housing residential properties are key to ensuring the Agency obtains adequate security for its loans.

REQUIREMENTS FOR APPRAISLS:

The contractor must be currently licensed in the state that the subject property is located as a Certified General, Certified Residential, or Licensed Appraiser. The contractor shall be considered active on the Appraisal Subcommittee website (www.asc.gov) at time of award and maintain professional insurance coverage in accordance with local and state government requirements. The appraiser shall have the specialized knowledge and experience necessary to be competent to appraise single-family housing. The appraiser must not subcontract the appraisal (or any part of it) to another person without written consent of the Rural Development Contracting Officer.

A Trainee may sign the report. If a Trainee signs the report his registration shall be provided to RD and the contractor shall sign as Supervisory Appraiser and personally inspect the subject property.

If required, the contractor shall defend the appraisal in court or in Rural Development’s appeals process. Cost associated with the defense of the appraisal, when necessary, will be negotiated under a separate purchase order.

Except where noted herein, the contractor shall provide all facilities, materials, supplies, tools, equipment, personnel, and travel to accomplish the performance of the requirements of this contract.

The appraisal must comply with the current edition of the Uniform Standards of Professional Practice (USPAP) and Agency requirements as described in Handbook-1-3550 and Handbook-2-3550, together with 7 CFR 3550 as applicable to all additional appraisal requirements. http://www.rurdev.usda.gov/handbooks.html); and Rural Development 1922-A.

All appraisals for Rural Development will provide Market Value based on the following Market Value definition used by federally insured financial institutions; Title XI of the Financial Institutions Reform and Recovery Enforcement Act of 1989; Definition of Market Value (12 U.S.C. 1818, 1819):

Definition of Market Value:

Market value means the most probable price which a property should bring in a competitive and open market under all conditions requisite to a fair sale, the buyer and seller each acting prudently and knowledgeably, and assuming the price is not affected by undue stimulus. Implicit in this definition is the consummation of a sale as of a specified date and the passing of title from seller to buyer under conditions whereby:

(1) Buyer and seller are typically motivated;

(2) Both parties are well informed or well advised, and acting in what they consider their own best interests;

(3) A reasonable time is allowed for exposure in the open market;

(4) Payment is made in terms of cash in U.S. dollars or in terms of financial arrangements comparable thereto; and

(5) The price represents the normal consideration for the property sold unaffected by special or creative financing or sales concessions granted by anyone associated with the sale.

The appraisal must be completed using one of the following forms: Fannie Mae Form 1004/Freddie Mac Form 70 (March 2005), "Uniform Residential Appraisal Report," for all one-unit, single family dwellings; Fannie Mae form 1004C/Freddie Mac Form 70B (March 2005), “Manufactured Home Appraisal Report,” for all manufactured homes; Fannie Mae Form 1073/Freddie Mac Form 465 (March 2005), “Individual Condominium Unit Appraisal Report” for all individual condominium units; Fannie Mae Form 2055/Freddie Mac Form 2055 (March 2005), "Exterior-Only Inspection Residential Appraisal Report," for all one-unit, single family dwellings for all properties where there is no visual inspection of the interior; or FNMA Form 1004D/Freddie Mac Form 442 (March 2005) , “Appraisal Update and/or Completion Report”.

2. TYPES OF VALUES:

Depending on the purpose of the proposed loan, an appraiser will either determine the estimated market value of the property in its current condition (the “as-is” value) or; determine the estimated market value of the property, based on completion of construction in accordance with plans and specifications, or completion of rehabilitation based on a list of repairs items to be considered (the “as-improved” value). (Handbook-1-3550, Chapter 5 (5.15))

As-Improved value (Value Subject to Completion) - Loans for planned new construction or rehabilitation require an estimate of the as improved value considering all construction / repairs / rehabilitation are complete.

As-Is value – Loans for existing dwellings (including a new construction dwelling that has been completed at the time of appraisal) requiring no repairs an as-is value is needed. As is value appraisals may also be needed to support loan servicing action or to determine a disposition plan for Real Estate Owned (REO) properties.

3. SPECIAL INSTRUCTIONS:

Foreclosure Appraisal - In the event the appraiser is requested to complete an appraisal for foreclosure, an appraisal reflecting the market value of the property in its “as-is” condition is necessary for Agency use.

In the event the appraiser is unable to gain access for a visual inspection of the interior of the subject property the appraiser must complete the appraisal report on the Fannie Mae Form 2055/Freddie Mac Form 2055 (March 2005), “Exterior-Only Inspection Residential Appraisal Report.” The report must include the details of the extraordinary assumption that there was no visual inspection to the interior and details of the sources being used for the interior components and the assumed condition of the interior. (Handbook-1-3550, Chapter 13 (13.17) (C) (3), page 13-28)

Subsidy Recapture Appraisal – The appraiser must complete an as-is market value appraisal.

The appraiser must note all capital improvements added to the subject property from original date of purchase. If available the originating office will provide a copy of the original appraisal report. Each capital improvement must be noted individually. The appraiser must provide the estimated contributory amount of market value, if any, for each capital improvement item. Items considered to be general maintenance are not considered to be capital improvements. Values shall be supported by market evidence. (Handbook-2-3550, Chapter2 (2.23) (8), page 2-34)

4. APPRAISAL METHODOLOGY

USDA Rural Development requires appraisers to use the following appraisal methods to arrive at a final estimate of value.

Sales Comparison Approach: Under this method, the appraiser uses the recent sales prices of properties that are comparable in location and characteristics to the security property in order to estimate a market value for the property. Appraiser must use at a minimum three (3) comparable closed sales of single family residential properties that sold in the previous 12 month period unless the appraiser provides documentation that such comparables are not available in the area. Comparable sales should be located as close as possible to the subject dwelling, from within the competitive market area, and should be the most comparable available for purposes of valuation.

Cost Approach: This method is specified in Handbook 1-3550, Chapter 5, found at this web address, http://www.rd.usda.gov/files/3550-1chapter05.pdf. For all proposed construction or all homes having an age of one year or less, USDA requires that the appraiser develop, report and reconcile the Cost Approach to value. On homes over one year of age, appraiser should determine whether the cost approach is relevant or necessary to determine a valid opinion of market value. This determination must be developed and reported in accordance with the USPAP.

Under this method, the appraiser derives an estimate of value using replacement cost estimates for the improvements, less depreciation of all forms, and then adding an estimate of the site value. The appraiser will identify the source of cost estimates, such as Marshall and Swift Residential Cost service, local builder’s cost data or other national publication for residential costs, used in the cost approach. The methodology used to estimate depreciation must be stated in the report.

In remote rural areas, on Tribal lands (American Native and Alaskan Native), or areas with a lack of market activity, i.e. those with leasehold interest (Department of Hawaiian Homes Land (State of Hawaii) and Chamorro Land (Island of Guam), it may be difficult to obtain adequate comparable sales to be used for comparative purposes in order to appraise a property. In these areas, the sales comparison approach is not required. Instead, Form 1007, (ie Marshall & Swift Form 1007) Square Foot Appraisal Form must be used.

Remote rural areas are identified by the State Director and are defined as areas lacking sufficient market activity and having the following characteristics:

Scattered population;

Low density of residences;

Income Approach: Under this method the appraiser derives a value indication for an income-producing property by converting its anticipated benefits (cash flows and reversion) into property value. This conversion can be accomplished in two ways. One year’s income expectancy can be capitalized at a market-derived capitalization rate or at a capitalization rate that reflects a specified income pattern, return on investment, and change in the value of the investment. Alternatively, the annual cash flows for the holding period and the reversion can be discounted at a specified yield rate.

The Income Approach method of valuation may only be used for Agency Non-Program Real Estate Owned Properties.

USPAP Standards Rule 2-2 (a) (viii) require the appraisal report to summarize the information analyzed, the appraisal methods and techniques employed, and reasoning that supports the analyses, opinions, and conclusions; and also, exclusion of the sales comparison approach, cost approach, or income approach must be explained.

5. APPRAISAL REQUIREMENTS:

The appraiser must understand and agree that USDA Rural Development is the appraiser's client, and all reports must be addressed to USDA Rural Development. The user of the report will be USDA Rural Development and any other intended user specified by the Agency. Any questions relating to the form or substance of the appraisal assignment should be directed to the Authorized Government Representative and will not be directed to the property owner or builder/contractor.

The appraisal report must be Uniform Appraisal Dataset compliant.

The appraisal must include a completed 1004MC form.

A property contact person will be provided by the Authorized Government Representative and ensure the Appraiser has access to the subject property for inspection. Appraisal fees or turnaround times must not be discussed with the property contact, the property owner or the borrower. The appraiser must notify the Authorized Government Representative immediately if any of the following occurs:

(1) The appraiser cannot gain adequate access to the property;

(2) The appraiser does not receive essential property information in a timely manner;

(3) The appraiser has previously appraised or is in the process of appraising the property for another client; or

(4) The appraiser has any other potential conflict of interest with respect to the assignment.

The appraiser is responsible to take into account the subject property inspection report. Should Rural Development require repairs, the list of repairs and the bid(s) obtained to complete the repairs shall be provided by RD Local/Satellite/Area Office where the subject is located. The list of repairs and bid(s) must be included in the addendum of the appraisal report. The appraiser shall either include in the addendum a copy of the property inspection, and pest report(s) or shall identify and detail who prepared the report, the date of the report(s) or a statement by the appraiser that such report(s) and information is available if requested in appraiser’s work file.

The appraiser must provide an opinion of site value supported by a narrative of comparable land sales or other methods used for estimating site value. If support is not included in the appraisal report a statement by the appraiser that such information is available for review upon request and in the appraiser’s work file should be made. The land must be valued as though vacant and ready for development. USDA Rural Development 7 CFR Part 3550.56 (b) (1) and (3) – states:

The site must not be large enough to subdivide into more than one site under existing local zoning ordinances.

The value of the site should not exceed 30% of the as-improved market value of property. The 30% limitation may be exceeded if the site cannot be subdivided into 2 or more sites and the value of the site is typical for the area. In all instances the appraiser shall discuss the site size and the concluded site value with respect to their typicality to the subject market.

Any land area of the subject property that is determined by the appraiser as either excess land or surplus land must be addressed and valued accordingly together with documentation and support within the appraisal report for the appraisers conclusions.

In addition, the appraisal report for a manufactured home must also meet the following requirements:

Cost Approach: Manufactured Home appraisal reports will require a published cost data service such as the Marshall and Swift Residential Cost Guide or the N.A.D.A. Manufactured Housing Appraisal Guide calculations to be included. The appraiser must take at least one of those values into consideration in arriving at a value conclusion.

Sales Comparison Approach: The appraisal report must contain at least two comparable Manufactured Home sales of similar configuration and quality. The appraiser may use either site-built housing or a different type of factory built housing as the third comparable sale if the appraiser explains the reason for selecting the comparable and support the appropriate adjustments in the appraisal report.

All extraordinary assumptions, hypothetical conditions, and limiting conditions must be clearly and prominently described in a single location near the beginning of the report and in appropriate sections of the appraisal. General assumptions and limiting conditions that reduce the normal scope of appraisal due diligence are not allowed.

The appraiser must keep all information and materials furnished by Rural Development, the owner, and/or property contact regarding the subject property confidential, as required by The Uniform Standards of Professional Appraisal Practice (USPAP) and the Gramm-Leach-Bliley Act (also known as the Financial Services Modernization Act of 1999). Any information obtained through public sources is not considered confidential information. Disregard of this privacy requirement will be cause for immediate debarment as a contractor for the federal government.

All appraisals must comply with the Fair Housing Amendments Act of 1988. According to the Act, it is unlawful for an appraiser to use factors that are discriminatory on the basis of race, color, religion, sex, disability, familial status, or national origin in the sale, rental, leasing, or financing of housing.

Each appraisal should be submitted electronically with authorized digital or digitized signature, rather than in hard copy format. Electronic submissions must be emailed to the Authorized Government Representative(s) (ie. Loan Specialist, Loan Technician, etc.), as indicated on the confirmed Single Family Appraisal Order Form, Purchase Order, or Task Order (SF 1449).

6. Observed Conditions:

The appraiser is required to make a property inspection to gather data to support the determination of value. Readily observable conditions shall be noted.

The appraiser(s) signing the appraisal report must make at a minimum a personal inspection of the subject (interior and exterior). Also, inspection of all comparable sales (exterior) at a minimum from the street. The appraiser must indicate that the subject’s interior and exterior and all comparable sales were personally inspected in the certification page. Readily observable conditions must be noted for the following: attic space, crawl space, floors and walls for significant structural failure, moisture damage, or evidence of past fire damage; the roof condition for remaining life; the mechanical systems for operability; and all surfaces for defective paint.

In the event that access to the subject interior and/or exterior cannot be obtained, the appraiser must get prior authorization to continue the assignment without inspection. In the event RD authorizes valuation without an inspection, the appraiser must report the extraordinary assumption used in the analysis. USPAP Standard Rule 1-2 (F) requires the appraiser to identify any extraordinary assumptions necessary in the assignment. The extraordinary assumption must include detailed disclosure of the assumed condition and the source(s) the extraordinary assumption is based upon.

The appraiser must note any suspected environmental hazards, including issues external to the property that could adversely impact the property's value. Examples of environmental hazards would include damaged asbestos-containing building materials, underground storage tanks, chemical leaks, spills, staining of ground surfaces, or on-site waste disposal such as sludge, oil, paints, or chemical residues. If the appraiser observes any suspected environmental hazards, he/she must notify the Authorized Government Representative immediately and refrain from finalizing aspects of the appraisal that could be impacted until resolution of the issue or until instructed otherwise.

The appraiser must notify the Authorized Government Representative. In the event the appraiser observes a deficiency in the property that does not meet minimum property requirements for safety or sanitary standards for a determination of inclusion in the appraisal.

For uninhabited dwellings where utilities are temporarily disconnected, the Appraiser will inspect all mechanical systems (heating, plumbing, electrical) for observable conditions, but will not be responsible for reporting operability of these systems. Unless otherwise notified, the Appraiser may assume operability for valuation purposes and this must be mentioned as an “extraordinary assumption” in the appraisal report.

Appraisers should be familiar with the general provisions of Green Properties in single-family housing. The appraiser shall consider what impact (if any) such factors have on the value of the subject property. Any impact on value should be supported by market evidence.

7. DOCUMENTATION:

All approaches to value and the value opinion must be in accordance with acceptable appraisal methodology.

All reports must include a location map (should include proximity to applicable road/highway), flood plain map when property is located designated in flood plain, land sales map, sales comparable map, rent comparable map (if applicable), plat map, and building sketch (should indicate interior building layout including garages and all external buildings).

For new construction appraisal report must include clear original color photographs of the subject’s front, rear, street and street easement (private access), if applicable. In all other appraisals colored photographs showing at a minimum the front, rear, and both sides to the exterior. Interior photographs should be included showing each room type, attic and crawl spaces, other non-gross living area (sun rooms, patio/deck/porch/fences) and any noted structural, safety and/or sanitary deficiencies. Additionally, photographs of improvement components that have been upgraded shall be included to document and support the appraiser’s determination of the subject’s effective age if different than its actual age. A current original photograph of each comparable sale and listing used in the completion of the appraisal is required. If the comparable sale and listing photographs are not available the appraiser should provide at a minimum multiple listing service photographs whenever possible along with the cited source from which the photographs were obtained.

The bedroom room shall meet legal requirements (building code, zoning, etc.) as mandated by the local county/state government enforcement agency and applicable agency regulations where subject property is located, if any such legal requirements exist.

Verification from third parties sources should be included as part of the appraisal report.

The appraisal shall include photographs of all external buildings as well as interior photos of the external buildings (if possible). The external dimensions for each of the external buildings must be included, preferably in the building sketch or identified in the addendum of the appraisal report.

The appraiser must estimate the remaining economic life of the subject's improvements, (the remaining number of years that the subject's improvements will contribute value to the land) and report this estimate in the Cost Approach section. An explanation is required if the remaining economic life is less than 30 years (the explanation is used to justify reducing the term of the mortgage to less than 30 years).

All appraisals of existing properties must include a discussion of deferred maintenance for the subject property. Items of deferred maintenance must be listed, and cost to cure for each item must be estimated with support provided.

All reports must include a written explanation and documentation to support individual line item adjustments. Total net adjustment percentages and gross adjustment percentages when compared with the comparable sale unadjusted sale price shall be discussed.

8. COMPLETION CERTIFICATION:

If determined by Rural Development (RD), the Appraiser may be requested to re-inspect properties to determine if repairs to the home or construction of home were completed. RD shall determine the need for an Appraiser to re-inspect a property. Re-inspection services may also be ordered on a separate contract if required. A list of additional repairs will be provided to the Appraiser. Not all subject to appraisals will require re-inspection services.

On a new construction, the Appraiser may be requested to determine if the construction is fully completed. The Appraiser shall submit their findings using the Appraisal Update and/or Completion Report, Freddie Mac Form 442 or Fannie Mae Form 1004D. The completed report shall be delivered to the Authorized Government Representative within 7-business days from the date the order was received. The report shall include pictures of completed work.

Re-inspection reports are due within 3-business days notification is received from the Authorized Government Representative.

9. APPRAISAL REPORT DELIVERY DEADLINES:

The Appraiser shall complete and deliver appraisals to the Authorized Government Representative within 15 business/working days or specified noted delivery time after date of order. Or upon receipt of the appraisal information from Authorized Government Representative unless a different deadline is set by written mutual agreement at the time of order. If corrections and/or amendments to the appraisal are requested by the Authorized Government Representative, the corrections and/or amendments are to be delivered as soon as possible, but not later than 4 business days following the request unless, by written mutual agreement, other arrangements are made. If, for any reason the timely delivery of the appraisal report is delayed for reasons beyond the appraiser's control, the appraiser should contact the Authorized Government Representative and convey the reasons for the delay.

10. REVIEW OF THE APPRAISAL REPORT:

Appraisers must be prepared to discuss their analyses, reasoning, opinions, and conclusions. And if requested, provide additional written support, clarification, and/or corrected appraisal pages or report. Also, if requested by Authorized Government Representative or Rural Development Agency Appraiser will assist to monitor the progress and quality of appraiser performance.

11. ATTACHMENTS:

The Agency will provide the appraiser all necessary support information available to the appraiser.

12. COMPLIANCE WITH STATEMENT OF WORK:

When, in the opinion of the Appraiser, the Agency Appraiser or the Authorized Government Representative request effort(s) outside the existing Statement of Work, the Appraiser shall promptly notify the Authorized Government Representative, in writing. The Agency Appraiser or the Authorized Government Representative has the authority to direct the accomplishment of any effort which goes beyond the Statement of Work.

If the appraiser is unable to fully comply with this Statement of Work, the Uniform Standards of Professional Practices (USPAP) requires that the appraiser must decline the appraisal assignment.

13. SPECIFIC STATE REQUIREMENTS:

None

*PLEASE NOTE: FAILURE TO FOLLOW THE STATEMENT OF WORK AND APPRAISAL INSTRUCTIONS CAN RESULT IN DENIAL OF FUTURE ASSIGNMENTS.*

PRICING: Fee charge must be industry standard. Fill-in the below table with the fee rate for the area and year.

Table 1

Period Flagstaff Green Valley Phoenix Prescott Valley Show Low St. Michaels Willcox Yuma Base Year

Option Year 1

Option Year 2

Option Year 3

Option Year 4

*Please note: by inserting an amount into a box above you are agreeing to service all counties under that office. See Table 2 below.

INQUIRIES: All inquiries concerning the terms, conditions and administration of the Blanket Purchase Agreement (BPA) should be directed to the Contracting Officer, James Sowden (602) 280-8713, james.sowden@az.usda.gov" james.sowden@az.usda.gov or Craig Allen (602) 280-8710, craig.allen@az.usda.gov

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

CONTRACT ADMINISTRATION

1. DESIGNATION OF CONTRACTING OFFICER

The Contracting Officer designated for this requirement is:

James O. Sowden 230 N. 1st Ave Suite 206 Phoenix, AZ 85003-1706

The Contracting Officer is the only person authorized to approve changes to any of the requirements under this agreement, and notwithstanding any provision contained elsewhere in this contract the said authority remains solely with the Contracting Officer. In the event the Contractor effects any change at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract price to cover any increase in charges incurred as a result thereof.

2. INQUIRIES: All inquiries concerning the terms, conditions and administration of the Blanket Purchase Agreement (BPA) should be directed to the Contracting Officer, JAMES O. SOWDEN at telephone 602-280-8713 or CRAIG ALLEN at (602) 280-8710.

SPECIAL REQUIREMENTS

3. SYSTEM FOR AWARD MANAGEMENT (SAM): Federal Acquisition Regulations require that federal contractors register in the System for Award Management (SAM) database at http://www.sam.gov and enter all mandatory information into the system. Award cannot be made until the Contractor has an “active” registration. Offerors are encouraged to ensure that they are registered in SAM prior to submitting their proposal. Award will not be made without an “active” registration in SAM.

SERVICES AND PRICE COSTS

SERVICES: Services shall be performed as described in the Statement of Work. Call Orders will be issued under this Blanket Purchase Agreement (BPA) when assigning work to the Contractor.

The Contractor’s Fixed Unit Price shall include all of the cost associated with the Appraisal. No additional fees will be paid above the fixed unit price. The Contractor may not incur expenses in excess of this amount without the concurrence and written approval of the Contracting Officer from the Contracting Officer Representative.

BLANKET PURCHASE AGREEMENT LINE ITEM AND SUBLINE ITEMS: Contractors shall enter fees for contract line items as indicated in the schedules (Table 1). The amount entered is the amount that represents the fee to be paid to the Contractor.

The following table delineates the counties serviced by each Field Office:

Table 2 Flagstaff Green Valley Phoenix Prescott Valley Show Low St. Michaels Willcox Yuma Apache Santa Cruz Maricopa Apache Apache Apache Cochise La Paz Navajo Pima Yavapai Coconino Gila

Greenlee Yuma Coconino

Pinal Gila Navajo

Graham

Mohave

Navaho

Yavapai

The Contracting Officer designated for this requirement is:

The Contracting Officer’s Representative (COR) designated for this requirement will be:

Green Valley, AZ 85614

SIGNATURE PAGE

Acceptance of Blanket Purchase Agreement BPA SIGNATURE BLOCK:

By signing this BPA you agree to comply with the terms and conditions of this agreement. Please print information legibly. A contractual agreement is created only upon acceptance of a call order under this BPA.

Broker Name:

USDA-RD Contract Officer: James O. Sowden

Address:

USDA Rural Development

Address:

230 N. 1st Ave. Suite 206 Address:

Phoenix, AA 85003

Telephone:

602-280-8713

Fax:

855-699-8035 file_9.wmf file_10.wmf

Broker/Owner Date Contract Officer Date

CONTRACT CLAUSES

52.223-12 Refrigeration Equipment and Air Conditioners

MAY 1995

52.223-15 Energy Efficiency in Energy-Consuming Products

DEC 2007

52.232-40 Providing Accelerated Payments to Small Business Subcontractors

DEC 2013

CLAUSES INCORPORATED BY REFERENCE (FAR 52.252-2) (FEB 1998)

This agreement incorporates the following clauses by reference. These clauses have the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://farsite.hill.af.mil/

FEDERAL ACQUISITION REGULATION (48 CFT CHAPTER 1) CLAUSES

OR PROPOSED FOR DEBARMENT

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS OR RESPONDENTS

NOTICE TO OFFERORS:

Notice to Offerors: Funds are not presently available for this effort. No award will be made under this solicitation until funds are available. The Government reserves the right to cancel this solicitation either before or after the closing date for receipt of proposals. In the event the Government cancels this solicitation, the Government has no obligation to reimburse an offeror for any costs.

1. FAR 52.212-1 INSTRUCTIONS TO OFFERORS – COMMERCIAL ITEMS (Oct 2015)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code and small business size standard for this acquisition appear in Block 10 of the solicitation cover sheet (SF 1449). However, the small business size standard for a concern which submits an offer in its own name, but which proposes to furnish an item which it did not itself manufacture, is 500 employees.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show --

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms (block 24 & page 6 Table 1);

(7) “Remit to” address, if different than mailing address; or email to james.sowden@az.usda.gov or craig.allen@az.usda.gov by closing date;

(8) A completed copy of the representations and certifications at FAR 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Late submissions, modifications, revisions, and withdrawals of offers.

(1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is “late” and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and—

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m. one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government’s control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(2) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(3) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(4) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers. Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror’s initial offer should contain the offeror’s best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest; accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation.

(1)

(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to-- GSA Federal Supply Service Specifications Section Suite 8100 470 L’Enfant Plaza, SW Washington, DC 20407 Telephone (202) 619-8925) Facsimile (202 619-8978).

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites--

(i) ASSIST (https://assist.dla.mil/online/start/ ).

(ii) Quick Search (http://quicksearch.dla.mil/).

(iii) ASSISTdocs.com (http://assistdocs.com).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by—

(i) Using the ASSIST Shopping Wizard ( https://assist.dla.mil/wizard/index.cfm );

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4 Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697/2197, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Data Universal Numbering System (DUNS) Number. (Applies to offers exceeding $3,500, and offers of $3,500 or less if the solicitation requires the Contractor to be registered in the System for Award Management (SAM) database. The offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation “DUNS” or “DUNS+4” followed by the DUNS or DUNS+4 number that identifies the offeror’s name and address. The DUNS+4 is the DUNS number plus a 4-character suffix that may be assigned at the discretion of the offeror to establish additional SAM records for identifying alternative Electronic Funds Transfer (EFT) accounts (see FAR Subpart 32.11) for the same concern. If the offeror does not have a DUNS number, it should contact Dun and Bradstreet directly to obtain one. An offeror within the United States may contact Dun and Bradstreet by calling 1-866-705-5711 or via the Internet at http://fedgov.dnb.com/webform.