Attach 1 Statement of Work Review Appraisal.pdf

US Department of Agriculture (USDA)

Statement of Work

Contents Project General Information

1.0 Scope of Work

2.0 Background

Contractor Requirements

3.0 Technical Requirements / Tasks

4.0 Government Furnished

5.0 Deliverables / Schedule

6.0 Travel

7.0 Contractor’s Key Personnel

8.0 Security Requirements

9.0 Data Rights

10.0 Section 508 – Electronic and Information Technology Standards Attachment

Project Appraisal Review Services for Land Acquisition in St. Thomas, US Virgin Islands.

General Information

1.0 Scope of Work

Contracting services from a qualified review appraiser for the Forest Legacy Program IRA FY24 Inner Brass Island Project in St. Thomas, US Virgin Islands.

2.0 Background

"All acquisitions using FLP funds must determine the market value of the acquisition with an appraisal report that meets Federal appraisal standards known as the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) and Uniform Standards of Professional Appraisal Practice (USPAP). The Federal payment to the landowner cannot be more than the market value determined by the appraisal.

As a component of UASFLA (Yellow Book), the appraisal must be reviewed by a qualified review appraiser. Qualified appraisers and review appraisers may be State employees, contractors, or Federal employees. Even if a Federal review appraiser will not be the review appraiser, the State may be asked to consult with a qualified Forest Service review appraiser before or during the appraisal process.

Upon completion of the appraisal report, a qualified review appraiser must prepare a technical appraisal review report that determines whether the appraisal report, including any amendments or supplements, complies with the UASFLA (Yellow Book) and the terms and conditions outlined in the statement of work regarding the estate to be appraised. The review does not approve or disapprove the determined market value. FLP funds will not be advanced or reimbursed without documentation of an approved appraisal report. Appraisal and appraisal reviews shall contain a statement certifying that the appraiser has the knowledge of the assignment and the competency to determine the market value of the property assigned.

Following the completion of the appraisal and appraisal review, and prior to the completion of the acquisition, the appraiser or review appraiser may receive information that the estate appraised has changed (this may be substantive in nature or could be a change to conservation easement language that appears to be minor). The review appraiser shall review this information to determine if it must be addressed in the appraisal. The conclusions regarding the evaluation of the new information by both appraiser and review appraiser shall be documented in the project file." Forest Legacy Program Implementation Guidelines, May 2017.

Contractor Requirements

3.0 Technical Requirements / Tasks

Certification of appraiser and non-Federal review appraiser, following Section 16 - Appraisal and Appraisal Review, the review appraiser attests to Federal Appraisal Standard conformance. As a component of UASFLA (Yellow Book), the appraisal must be reviewed by a qualified review appraiser. Qualified appraisers and review appraisers may be State employees, contractors, or Federal employees. However, in some cases, the review appraiser must be a Federal review appraiser. These instances are identified by the Region/IITF by evaluating tract and State FLP risk factors (as discussed in the subsection Evaluating Appraisal Risk Factors). Even if a Federal review appraiser will not be the review appraiser, the State may be asked to consult with a qualified Forest Service review appraiser before or during the appraisal process.

In order to be a qualified review appraiser for purposes of FLP appraisals, an individual must:

a. Be a staff appraiser for a Federal land acquisition agency who is certified as a general appraiser in compliance with OMB Bulletin 92-06, and holds specific delegated authority to review and approve or recommend appraisals for agency use; or be a non-Federal staff or fee appraiser who is certified as a general appraiser in the State where the appraised property is located, or can obtain reciprocity or a temporary practice permit in the State where the appraised property is located.

b. Be competent to perform the appraisal review in compliance with the Competency Rule of the USPAP.

c. Have completed training in application of the current edition of UASFLA (Yellow Book) approved for appraiser education credit in the State where the appraiser is certified.

Review appraiser must prepare a technical appraisal review report that determines whether the appraisal report, including any amendments or supplements, complies with the UASFLA (Yellow Book) and the terms and conditions outlined in the statement of work regarding the estate to be appraised. The review does not approve or disapprove the determined market value. FLP funds will not be advanced or reimbursed without documentation of an approved appraisal report. Appraisal and appraisal reviews shall contain a statement certifying that the appraiser has the knowledge of the assignment and the competency to determine the market value of the property assigned.

Following the completion of the appraisal and appraisal review, and prior to the completion of the acquisition, the appraiser or review appraiser may receive information that the estate appraised has changed (this may be substantive in nature or could be a change to conservation easement language that appears to be minor). The review appraiser shall review this information to determine if it must be addressed in the appraisal. The conclusions regarding the evaluation of the new information by both appraiser and review appraiser shall be documented in the project file. The following are the required qualifications for an appraiser and review appraiser:

- Contractor will complete review of Yellow Book Appraisal for the tract to be acquired with Forest Legacy Program funds under the Inner Brass Island Project Fiscal Year 2024.

- Contractor will complete each review report within 30 days after receipt of each appraisal report assuming that the appraisal reports will not arrive at the same time but over the course of the next few months. USDA Forest Service assumes that contractor will have a permit to perform this assignment from Puerto Rico in the near future.

USDA Forest Service assumes no field inspections are required but that could become necessary at additional cost to you in the future by mutual agreement between Contractor and USDA Forest Service. USDA Forest Service is anticipating Contractor will perform only desk reviews since the tracts appear to be limited in access.

Inner Brass Island Project- FLP FY2023

Tract Name Size (ac) Inner Brass Park 91

4.0 Government Furnished

Review Appraiser will present to the USDA Forest Service a complete report on each appraisal reviewed including recommendations for correction, amendments, and inclusions.

The contractor does not need access to government facilities.

5.0 Deliverables / Schedule

The purpose of the Appraisal Review is to assist the State of Connecticut and the Forest Legacy Program by preparing appraisal instructions and to provide an opinion as to the appraisal’s compliance with the USPAP and UASFLA standards.

Before the appraiser begins work, the appraiser and a qualified review appraiser must engage in an initial consultation before the tract appraisal takes place. The review appraiser must develop tract-specific appraisal instructions for the appraiser as a result of this consultation. These instructions must be included in the appraisal report. The appraisal must be completed by an appraiser licensed in the US Virgin Islands where the tract is located and who also meets the qualifications specified below. The appraiser reviewer should also be an appraiser licensed in the US Virgin Islands. The effective date of value must reflect current market conditions.

Upon completion of the appraisal report, a qualified review appraiser must prepare a technical appraisal review report that determines whether the appraisal report, including any amendments or supplements, complies with the UASFLA (Yellow Book) and the terms and conditions outlined in the statement of work regarding the estate to be appraised. The review does not approve or disapprove the determined market value. FLP funds will not be advanced or reimbursed without documentation of an approved appraisal report. Appraisal and appraisal reviews shall contain a statement certifying that the appraiser has the knowledge of the assignment and the competency to determine the market value of the property assigned.

Following the completion of the appraisal and review appraiser, and prior to the completion of the acquisition, the appraiser or review appraiser may receive information that the estate appraised has changed (this may be substantive in nature or could be a change to conservation easement language that appears to be minor). The review appraiser shall review this information to determine if it must be addressed in the appraisal. The conclusions regarding the evaluation of the new information by both appraiser and review appraiser shall be documented in the project file.

Conditions of the grant include that the following appraisal process conditions are met:

- The appraisal is conducted by an appraiser reviewer licensed in the territory of the US Virgin Islands and who meets the qualifications specified in the Forest Legacy Implementation Guidelines, in effect;

- If the appraiser reviewer is not licensed in the territory of the US Virgin Islands, then the appraiser reviewer must have a permit from the US Virgin Islands to perform this assignment;

- The review appraiser will engage in an initial consultation with the US Virgin Islands’ appraiser before the project appraisal takes place;

- The review appraiser shall approve the selection of the appraiser before preparing written appraisal instructions;

- The review appraiser will develop project-specific appraisal instructions for the appraiser as a result of this consultation; and

- The review appraiser will attest to the conformance of the appraisal with the UASFLA and USPAP standards within 30 days after receiving the UASFLA Appraisal Report.

USDA Forest Service assumes no field inspections are required but that could become necessary at additional cost to you in the future by mutual agreement between Contractor and USDA Forest Service. USDA Forest Service is anticipating Contractor will perform only desk reviews since the tract has limited access.

Appraisal Review Key Deliverables

Item No.

Deliverable Objective Due

1 Orientation meeting with the US Virgin Islands Department of Agriculture’s Yellow Book Appraiser (contractor)

The appraiser and the qualified review appraiser must engage in an initial consultation before the tract appraisal takes place. The review appraiser must develop tract-specific appraisal instructions for the appraiser as a result of this consultation. These instructions must be included in the appraisal report.

The appraisal must be completed by an appraiser licensed in the US Virgin Islands where the tract is located.

Before initiating the appraising of the tract for the Inner Brass Island Project FY 2023

2 Appraisal Review Report

Appraisal review for one (1) tract within the Inner Brass Island Project FY 2023.

The review appraiser must prepare a technical appraisal review report that determines whether the appraisal report, including any amendments or supplements, complies with the UASFLA (Yellow Book) and the terms and conditions outlined in the statement of work regarding the estate to be appraised.

No later than 30 days after receiving the appraisal report.

6.0 Travel

No travel required. USDA Forest Service is anticipating that Contractor will perform only desk reviews since the tracts are limited in access.

7.0 Contractor’s Key Personnel

The key personnel for this task is a review appraiser that meets Federal appraisal standards known as the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) and Uniform Standards of Professional Appraisal Practice (USPAP).

In order to be a qualified review appraiser for purposes of FLP appraisals, an individual must:

a. Be a staff appraiser for a Federal land acquisition agency who is certified as a general appraiser in compliance with OMB Bulletin 92-06, and holds specific delegated authority to review and approve or recommend appraisals for agency use; or be a non-Federal staff or fee appraiser who is certified as a general appraiser in the State/Territory where the appraised property is located, or can obtain reciprocity or a temporary practice permit in the State/Territory where the appraised property is located.

b. Be competent to perform the appraisal review in compliance with the Competency Rule of the USPAP.

c. Have completed training in application of the current edition of UASFLA (Yellow Book) approved for appraiser education credit in the State/Territory where the appraiser is certified.

In addition, the contractor should submit a Resume showing at least 5 years of experience on Federal Appraisals and providing evidence of the following professional certificates:

o Certified General Real Estate Appraiser o Certified Uniform Appraisal Standards for Federal Land Acquisition (UASFLA) also known as Yellow Book

Once the contract is formalized the contractor must issue a Temporary Permit to perform the practice of Real State Appraiser in the US Virgin Islands.

8.0 Security Requirements

None.

9.0 Data Rights

None.

10.0 Section 508 – Electronic and Information Technology Standards None.

Attachment None.