Appraisal Services Scope of Work for USACE BPA.pdf

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Real Estate Appraisal Services BPA
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PANGLR26P0000031486
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This document is a Scope of Work for a Blanket Purchase Agreement (BPA) issued by the U.S. Army Corps of Engineers – Nashville District for real estate appraisal services. USACE-LRN seeks to establish BPAs with qualified appraisal firms to provide residential and/or non-residential property appraisals on an as-needed basis across Tennessee, Kentucky, and Virginia. The BPA has a five-year period of performance with a total dollar limit of $2,000,000.00, and work shall be authorized through DD Form 1449 call orders issued by authorized callers. Residential properties are defined as ownerships with four or fewer habitable structures, while non-residential properties contain five or more structures, commercial enterprises, or religious facilities. Unimproved land is classified as residential if five acres or less (with limited exceptions for commercial uses) and non-residential if exceeding five acres.

The principal appraiser must hold an active Certified General Real Estate Appraiser License in the subject property's state and possess geographic competence in the market area. All appraisals must comply with the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA/Yellow Book), Uniform Standards of Professional Appraisal Practice (USPAP), the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (Public Law 91-646), 49 CFR Part 24, and USACE ER 401-1-04. Appraisers must contact landowners and document their participation in site inspections, physically perform inspections, and submit narrative appraisal reports in PDF format for technical review by the District Review Appraiser. Firms should include fees in their proposals for "Date of Taking Appraisals" and revisions to previously approved reports. The estimated quantities in the price breakout schedule are approximate and non-binding; actual quantities may vary without justification for contract modification.

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USACE – Nashville District BPA – Scope of Work

USACE Blanket Purchase Agreement for Appraisal Services

General Scope of Work

Summary of Work

The U.S. Army Corps of Engineers – Nashville District (USACE – LRN) has a need to establish Blanket Purchase Agreements (BPAs) with qualified real estate appraisal firms for obtaining appraisals for residential and/or non-residential properties on an as needed basis. The coverage area of the BPA’s shall be Tennessee, Kentucky and Virginia. The call order’s issued against the subject BPA are dependent on annual appropriation of funds by the U.S. Congress and State and Local Governments as applicable

Appraisals of residential properties are hereby defined as ownerships with four or fewer habitable residential structures either attached or detached. Appraisals of non-residential properties are hereby defined as ownerships with five or more habitable structures either attached or detached, ownerships containing structures capable of use as a commercial enterprise even if vacant and/or requiring renovations and may include religious facilities.

For the purposes of this BPA, appraisals of unimproved land shall be considered residential if the portion of the property acquired contains 5 acres or less regardless of the highest and best use, except for what is stated below.

Appraisals of unimproved land shall be considered non-residential if the portion of the property acquired contains more than 5 acres. If the portion of the property acquired contains 5 acres or less but the ownership contains a commercial enterprise such as a used car dealership, a parking lot, a mobile home park or similar type of commercial use, the land shall be considered non-residential.

Non-residential properties with structures may include storefronts and general retail, commercial service-oriented use, banks, offices, quick service restaurants, and other similar uses. Acquisitions may include unimproved land as previously described, partial acquisitions of the fee simple estate and interests that are less than the fee simple estate.

In accordance with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 as amended (Public Law 91-646), the principal appraiser must contact each landowner and afford the landowner or their designated representative the opportunity to accompany the appraiser on the site inspection of the subject property. The contact of the landowner and whether or not the landowner or their designated representative did or did not accompany the appraiser on the site inspection of the subject property must be documented in the appraisal report. The principal appraiser must physically perform the site inspection of the subject property and sign the appraisal report and appraiser certification. The principal appraiser should be familiar with the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 as amended (Public Law 91-646).

Some of the properties may be under threat of condemnation, and as such the appraisal firms should include in their proposals fees to update each type of appraisal report to the filing of the Declaration of Taking called the “Date of Taking Appraisal”. A fee should also be quoted for each type of appraisal report for revisions to an already reviewed and approved appraisal report. Revisions may become necessary subsequent to a reviewed and approved appraisal report due to a physical change to the subject property that occurs prior to the acquisition of the property by the Government.

General Appraisal Requirements

Under the BPA, the principal appraiser will be provided with a Statement of Work for each appraisal assignment that provides specific details of the subject property and the minimum appraisal requirements that will guide the technical review by the District Review Appraiser. The principal appraiser shall determine the highest and best use of all properties that are assigned to be appraised. The final value conclusion shall be allocated among the land and improvements, if applicable, as required by UASFLA.

The principal appraiser who is contracted to perform appraisal services must hold an active and valid Certified General Real Estate Appraiser License in the State where the subject property is located. The principal appraiser must be geographically competent in the market area where the subject property is located. The principal appraiser must have a thorough understanding of the current edition of the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) also known as Yellow Book. The principal appraiser must have documented experience in appraising similar properties in the same geographical area as described in this Scope of Work that complied with UASFLA. Every appraisal report shall briefly describe the principal appraiser’s geographical competence and their experience that enables them to comply with the competency rule of U n i f o r m S t a n d a r d s o f P r o f e s s i o n a l A p p r a i s a l P r a c t i c e ( USPAP).

The appraisal report will be a narrative appraisal report that contains all the necessary data and information for a technical review to be performed by the District Review Appraiser. The body of the appraisal report and/or the addenda shall contain all the data analyzed by the appraiser to form the reported opinions and conclusions. The appraisal report must be credible, reasonable and appropriately supported by the data included in the report in order to be approved by the District Review Appraiser.

Upon completion of the draft appraisal report, it must be submitted in pdf format to the District Review Appraiser for a technical review. Each appraisal report will be reviewed for compliance with the USACE provided statement of work, UASFLA, USPAP, USACE regulations and other applicable appraisal standards.

Findings of inadequacy, if any, will require clarification and/or revisions prior to approval of the report. If any revisions are required, a revised draft appraisal report in pdf format must be submitted to the District Review Appraiser. Once the draft appraisal report is approved by the District Review Appraiser, a final signed copy of the report must be submitted in pdf format to the District Review Appraiser prior to payment of the invoice for services rendered.

Appraisal Standards

The appraisal process and the appraisal reports submitted for review must comply with the applicable provisions of the current edition of UASFLA (Yellow Book), the applicable provisions of the current edition of USPAP, the applicable requirements of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 as amended (Public Law 91-646) as amended, Federal Regulations 49 CFR, Part 24, and USACE ER 401-1-04. No other supplemental standards will be applicable.

Notification of Work To Be Done

DD Form 1449 shall be used to order the above Policies and Continuations in accordance with the specifications in this contract. This form may be referred to as a "Call Order”. The call order will list those items from the price breakout schedule that are to be performed and delivered. A separate call order will be issued for each item(s) as needed.

Quantity of Work

The quantities listed in the price breakout schedule are approximate and are provided as information only to assist in preparation of the cost proposal. They are not guaranteed, and the actual quantities may be more or less than shown. Variation in these estimated quantities shall not be justification for modification of the contract or request for additional payment. Award of a contract does not guarantee that the Government will order all the items listed under the contract from the Contractor. The Government reserves the right to perform any portion of the items listed.

Delivery of Performance

Work shall be made only as authorized by delivery orders issued in accordance with the Authorized Callers listed in the Terms and Conditions and the Master BPA. Subject to any limitations in this BPA, the Contractor shall furnish to the Government all Policies and Continuations specified in the Scope of Work and called for by the issued call orders. The Government may issue orders requiring delivery to multiple locations.

Period of Contract

The period of this Blanket Purchase Agreement (BPA) shall be five (5) years beginning upon receipt of the fully signed and executed BPA. It shall continue until expiration of the period of performance or until the total dollar value of call orders issued under the BPA reaches the BPA limit of $2,000,000.00. Any order issued during the effective period of the BPA and not completed by the Contractor within that period shall be completed by the Contractor within the time specified in the call order.

USACE Blanket Purchase Agreement for Appraisal Services General Scope of Work
General Appraisal Requirements
Appraisal Standards
Notification of Work To Be Done
Quantity of Work
Delivery of Performance
Period of Contract

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