Attachment 1 Performance Work Statement Title Closing Services CA.pdf
PDF 23 MB Posted
- Attached to
- NRCS-CA Title and Closing Services 2023 Federal contract opportunity
- Solicitation number
- 12FPC323Q0036
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Other files for this federal contract opportunity
| File | Type | Posted |
|---|---|---|
| Attachment 3 Vendor Information Sheet.docx | DOCX document | |
| Colusa Co CA Wage Determination.pdf | ||
| Merced Co CA Wage Determination.pdf | ||
| 12FPC323Q0036 Combined Synopsis-Solicitation CA Title Svcs RFQ.pdf | ||
| Attachment 2 Quote Sheet.docx | DOCX document | |
| Shasta Co CA Wage Determination.pdf | ||
| Yolo Co CA Wage Determination.pdf |
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U.S. Department of Agriculture Title Services Statement of Work Natural Resources Conservation Service NRCS Easement Programs
Statement of Work for
Title Search and Closing Services for NRCS Easement Programs
I. OBJECTIVE
The objective of this contract is to obtain a preliminary title report, title commitment, final title policy, and closing services for acquisitions of conservation easements on behalf of the United States of America, acting by and through the Natural Resources Conservation Service (NRCS), U.S. Department of Agriculture (USDA).
II. BACKGROUND
The Agricultural Conservation Easement Program - Wetland Reserve Easements (ACEPWRE), authorizes the acquisition of easement rights from willing landowners for the purpose of restoring and protecting wetlands and associated upland and riparian rights. NRCS is the agency within the USDA that is responsible for administration of this program.
III. SCOPE
The contractor must coordinate, facilitate, and perform the following services:
1. Provide a preliminary title report, including copies of all instruments that created rights, interests, or encumbrances, for the proposed conservation easement and ingress-egress descriptions.
2. Work with NRCS and the landowners to clear exceptions on title to the property and resolve vesting interests.
3. Provide a title commitment, based upon the final surveyed legal description of the conservation easement area, including copies of all instruments that created rights, interests, or encumbrances on the property not included on the preliminary title report for the proposed easement boundary and ingress-egress descriptions.
4. Hold funds in escrow, provide closing protection coverage, and provide payment to proper recipient and comply with Internal Revenue Service (IRS) tax reporting Form 1099.
5. Obtain signatures on warranty easement deeds provided by NRCS.
6. Obtain signatures on subordination agreements and limited lien waivers, affidavits, and any other necessary documents.
7. Record documents in the local land records office (e.g., the applicable county registrar or recorder’s office).
8. Provide a final title insurance policy using American Land Title Association
(ALTA) U.S. Policy 09-28-1991 (Revised 12/3/2012)
9. Provide other services, as necessary, to finalize the easement transaction.
The contractor will provide the above-listed items to the designated NRCS contact identified on the attachment to this statement of work.
IV. STANDARDS AND RESPONSIBILITIES
The acquisition of the conservation easement and any access easement is governed by the following requirements:
a. Regulations of the Attorney General Governing the Review and Approval of Title for Federal Land Acquisitions (2016)
b. NRCS regulations and policies governing the NRCS program under which the easement is being acquired.
The contractor will perform the same services that are customarily provided in a commercial transaction, including chain of title, determination of ownership and interest share of surface and subsurface rights, securing and providing all underlying documents, obtaining and recording deeds, and any necessary curative instruments to ensure merchantable, insurable title to the conservation easement are in the name of the United States of America. The contractor is responsible for having up-to-date knowledge of the requirements of California’s laws on title searches, closing real estate transactions, and title clearance. The title insurance company and its issuing agents must comply with California’s laws, including title insurance reserve requirements. The contractor must be licensed to do title insurance business in California. The title insurance company must be approved by the State’s insurance commissioner.
The contractor must obtain a valid Dun and Bradstreet Data Universal Numbering System (DUNS) number and must maintain active registration in the System for Award Management (SAM) at www.SAM.gov for the duration of the contract to provide closing services to the NRCS.
The contractor must provide evidence of liability insurance coverage or indemnification in an amount equal to the amount of Federal funds for each easement satisfactory to NRCS, acting on behalf of the Commodity Credit Corporation, providing for reimbursement to NRCS for any loss of Federal funds caused by errors, omissions, fraud, dishonesty, negligence, or failure by the attorneys, agents, or closing agent employees to comply with NRCS’s written closing instructions. The ALTA closing protection letter, revised 4/2/2014, is satisfactory to meet this condition of responsibility. Evidence of liability insurance must be provided prior to award.
V. DESCRIPTION OF SERVICES
A. Preliminary Title Report
The contractor must provide the following:
http://www.sam.gov/
1. Copies of all instruments that created rights, interests, or encumbrances on the proposed easement property.
2. Preliminary title report, which must cover the entire proposed conservation easement area and the access for ingress and egress to the easement area.
3. The preliminary title report and copies of all instruments that created rights, interests, or encumbrances on the proposed conservation easement property must be provided within 21 business days of receiving the request from NRCS.
The preliminary title report must identify all owners of record, outstanding mortgages, liens, judgments or pending suits, outstanding tax claims, easements or rights-of-way of any type, including oil, gas, and mineral interests that have been severed, any water right interests, and any other exceptions that may cloud the title of the conservation easement to be purchased. The search must show ownership interest of the surface and subsurface rights including oil, gas, coal, sand, gravel, and other minerals associated with the property. The preliminary title report must include a legible copy of all underlying documents of any type, whether oil, gas, or mineral interests have been severed, mortgages, bankruptcies, and any other exceptions that may cloud the title of the conservation easement to be purchased.
The contractor will be provided with the name, address, and telephone number of the landowner, a copy of the current ownership documentation as provided by the landowner to NRCS, a location map of the proposed easement area, and the proposed access route for ingress and egress.
Not every preliminary title report obtained by NRCS will result in an order for the closing services outlined in Section B. NRCS might not ultimately purchase an easement on the properties for which it obtains a preliminary title report. NRCS may elect not to make an offer to the landowner based on an eligibility review. NRCS may withdraw an offer to landowners if NRCS lacks funding, landowners are unable to provide clear title or sufficient legal access, or for other reasons as determined by NRCS. The agreement to purchase the conservation easement may also expire or the landowners may elect to cancel the agreement with NRCS.
If NRCS intends to proceed with the acquisition of an easement and orders closing services identified in Section B., NRCS may require the contractor to execute a separate acknowledgement for individual transactions, affirming that it will comply with all of the requirements set forth in Exhibit A. hereto, “Closing Agent Requirements,” for that transaction. If the contractor hires a subcontractor to complete the closing services outlined in Section B., the contractor may be required to provide NRCS an executed acknowledgement of the “Closing Agent Requirements” from the subcontractor.
B. Title Commitment & Closing Services
After receiving a survey and legal description of the conservation easement from NRCS, the contractor must provide a title commitment, which must cover both the easement area and access for ingress and egress. No other title product may be substituted in place of the title commitment. The title commitment must be provided to the designated NRCS contact identified on the attachment to this statement of work within 14 business days of receiving the request from NRCS. In the event of easement boundary or acreage changes, after the completion of the survey, the title commitment must be updated to provide adequate owner’s coverage.
The title commitment must be provided from a closing agent operating with a licensed title insurance company authorized by law and by the State insurance commissioner to issue title insurance policies in California. The amount of the owner’s coverage should be listed as the easement purchase price. The title commitment must be for a sufficient period of time for the title company to insure the title without objectionable exceptions and must identify all owners of record, outstanding mortgages, liens, judgments or pending suits, outstanding tax claims, easements or rights-of-way of any type, including oil, gas, and mineral interests that have been severed, any water right interests, and any other exceptions that may cloud the title of the conservation easement to be purchased.
The title commitment must show ownership interest of the surface and subsurface rights including oil, gas, coal, sand, gravel, and other minerals associated with the property. The title commitment must include a legible copy of all underlying documents of any type, whether oil, gas, or mineral interests have been severed, mortgages, bankruptcies, and any other exceptions that may cloud the title of the conservation easement to be purchased.
Upon receipt of the title commitment, NRCS will forward the title commitment and other related documentation to the USDA Office of the General Counsel (OGC) regional attorney for a preliminary title opinion (PTO). If any outstanding issues remain, NRCS will work with OGC to determine which exceptions are acceptable and which exceptions must be cured.
The title commitment must not contain an exception related to the terms and conditions of the NRCS warranty easement deed to be recorded at closing.
NRCS will provide the NRCS closing instructions and the applicable instructions from the OGC PTO identifying the requirements that must be met before the easement can be closed. The contractor must communicate with NRCS and the landowner regarding proper procedures for the landowner to clear exceptions and the contractor must obtain the execution of documents such as releases, subordinations, full or partial satisfaction for mortgages, lien waivers, affidavits of materialmen’s liens, child support, and other types of releases of encumbrances on the property.
The contractor must establish an escrow account in an FDIC insured account for the payment of the conservation easement associated with the closing and include the escrow account banking information in their System for Award Management (SAM) registration.
The contractor will be responsible for Form 1099 reporting of the conservation easement payment to the IRS. NRCS will prepare documentation needed to authorize payment to the escrow account when notified of the closing date. In certain cases, as stated in the NRCS closing instructions, the contractor may be required to withhold a portion of the payment for property taxes or assessments that are not yet determined or payable in an escrow account and process payments when due.
The contractor is required to close within 30 calendar days of receipt of the Federal funds from the U.S Treasury by electronic funds transfer. The contractor will not close any transaction or record deeds or other instruments prior to receiving the NRCS closing instructions letter and OGC PTO requirements.
Prior to closing the easement, the contractor must ensure that the following have occurred:
1. No new encumbrances have been recorded against the subject property since the date of the most recent title commitment, no adverse change in title has occurred, and there are no intervening matters affecting title that might result in a new title exception to the policy. If any new encumbrances have been recorded against the subject property or other adverse changes in title have occurred since the date of the most recent title commitment, notify the NRCS technical representative immediately and do not proceed until further instructions are received. The contractor may be required to provide an updated title commitment to confirm all title requirements will be met at or prior to closing.
2. The contractor has received the electronic funds transfer of the conservation easement payment in his or her escrow account.
3. The contractor is prepared to issue the policy of title insurance referred below.
4. All exceptions required to be removed, released, subordinated, waived, or otherwise handled as set forth in the NRCS closing instructions have been completed and the applicable clearance documents recorded, and all other requirements met. Proposed subordination agreements, satisfactions, releases, partial releases, and other title curative documents to be signed at closing will be provided to NRCS for review and approval at least 3 business days prior to closing.
5. Compliance with any listed title commitment requirements.
6. Review the Warranty Easement Deed according to the NRCS closing instructions and ensure the proper names and marital status are correct.
7. The contractor must provide a copy of the proposed HUD-1 settlement statement to NRCS for review and approval as least 3 business days prior to closing.
The contractor must schedule the execution of the NRCS warranty easement deed with the landowner at a mutually agreed upon location and time. The preferred location is the local NRCS service center; however, the deed execution may take place at any agreed upon location. The contractor must obtain a properly executed and acknowledged warranty easement deed from the landowner(s) conveying the conservation easement, including the associated ingress and egress to the easement area. The contractor must ensure that the deed contains all required signatures, release of dower rights, and that all signatures are in proper form and have been acknowledged, that the acknowledgement certificates are in proper form and have been completed correctly, and that the warranty easement deed contains all of the necessary exhibits. The contractor must also obtain NRCS signatures on the warranty easement deed.
When the signed documents are returned, the contractor must record the deeds and other instruments as necessary, and ensure the following have occurred:
1. The contractor must ensure that no new encumbrances have been placed on the property prior to recording the warranty easement deed.
2. NRCS receives an electronic copy of the executed deed.
3. The contractor must record the warranty easement deed, exhibits, and any necessary title curative documents within 5 business days of execution.
4. All taxes, homeowners’ assessments, etc. are paid to the date the warranty easement deed is recorded.
5. The contractor must issue a policy of title insurance on ALTA U.S. Policy Form
9/28/91 (Revised 12/3/12), with the “United States of America” named as the insured party in the full amount of the easement compensation amount identified on the warranty easement deed as of the time and date of the recording of the warranty easement deed. Said policy of title insurance must be free and clear of any and all encumbrances to the title except those shown as acceptable in the NRCS closing instructions and insure the United States’ interest in the easement area and the right of ingress-egress thereto. The final policy should reflect the execution and recording information pertaining to the insured easement, such as:
“30-Year or Perpetual Easement granted by to United States of America, by Warranty Easement Deed dated and recorded in Deed Record pages in the Office of the Recorder of County,__________.”
6. Complete IRS tax reporting Form 1099 for the full easement compensation amount, as identified in the warranty easement deed, issued to the appropriate parties.
The contractor must return the following package to the designated NRCS contact identified on the attachment to this statement of work within 5 business days of receipt of recorded documents from the local land records office:
1. Invoice submitted to the Invoice Processing Platform (IPP) covering the agreedupon costs incurred for services provided at www.ipp.gov. The contractor http://www.ipp.gov/ will be paid a flat fee for services rendered, including all travel expenses, copy costs, telephone charges, and the like. The contractor must provide documentation for reimbursable expenses, such as title insurance fees and recording costs.
2. Policy of title insurance (original and one copy), ALTA U.S. Policy Form 9-28-91 (Revised 12/3/2012).
3. Recorder’s certified copy of the ACEP-WRE warranty easement deed and a recording receipt.
4. Recorder’s certified copies of any curative documents, including subordination agreements
5. Original and one copy of executed settlement statements
6. Record of disbursement of funds to the landowner
7. Completed IRS Form 1099 issued to the landowners
Upon receipt of the final documents, NRCS will request a final title opinion (FTO) from the OGC. If the FTO identifies issues that were not resolved by the contractor in accordance with the NRCS closing instructions and OGC PTO requirements, NRCS will notify the contractor of required remedies. If necessary corrections were originally identified in the NRCS closing agent requirements form or NRCS closing instructions, such corrections must be done at no additional cost to NRCS and returned to the NRCS technical representative within 14 days of notification of such issue. Upon receipt of an OGC FTO indicating that all NRCS closing instruction and OGC PTO requirements have been met, NRCS will process the contractor’s payment for closing services.
VI. PAYMENT
There will be two payments issued:
1. Payment will occur upon receipt and approval of all deliverables identified above in Section V, item A. (Preliminary Title Report).
2. Payment for recording costs and policy premiums will occur upon receipt and
NRCS approval of all deliverables identified in above Section V., item B.
3. Payment of the contractor’s closing fee will occur upon final review and approval by NRCS or OGC of all deliverables identified in above Section V., item B., including satisfactory completion of any required remedies or corrections.
NRCS will process the contractor’s payment request submitted through the Invoice Processing Platform (IPP at www.ipp.gov) for services rendered. The contractor is responsible for submitting invoices through IPP for payment.
VII. CONFLICT OF INTEREST
The contractor must not close an NRCS easement purchase for their spouse, children, partners, or business associates, and must not have a financial interest in the real estate covered by the proposed easement.
VIII. AUTHORITY
Only the NRCS contracting officer may place orders under this contract. Any modifications or questions may be directed to the originating contracting officer identified on the signed contract.
IX. NONDISCLOSURE
Work performance required by this statement of work will involve access to potentially sensitive information about governmental and landowner issues. All contractor personnel must comply with the terms of AGAR 452.224-70, “Confidentiality of Information,” as well as provisions of the Privacy Act of 1974, 5 U.S.C. Section 552a. Additionally, the contractor’s employees must comply with the NRCS guidelines and requirements regarding the disclosure of personal information protected under section 1244 of the Food Security Act of 1985, as amended (16 U.S.C. Section 3844), and information protected under section 1619 of the Food, Conservation, and Energy Act of 2008 (Public Law 110246), 7 U.S.C. Section 8791.
X. CIVIL RIGHTS AND PROGRAM DELIVERY
By signing the contract, the contractor assures the Department of Agriculture that the activities provided under this agreement will be conducted in compliance with all applicable Federal civil rights laws, rules, regulations, and policies.
XI. PRICE QUOTES
All price quotes should be firm-fixed price per line items as listed on Attachment 2, Quote Sheet
EXHIBIT A
ATTACHMENTS:
1) NRCS CONTACTS FOR SUBMISSION OF DELIVERABLES
NRCS Easement Specialist 430 G Street, Rm 4164 Davis, CA 95616
2) NRCS CLOSING AGENT REQUIREMENTS
United States Department of Agriculture (USDA) Natural Resources Conservation Service (NRCS)
Closing Agent Requirements for Easement Programs
NRCS Easement Program:
Agricultural Conservation Easement Program - Wetland Reserve Easement
(ACEPWRE)
By signing these “NRCS Closing Agent Requirements,” I am certifying that I meet the requirements set forth herein, which ensure that the Federal funds received for the purchase of the subject easement are handled in a manner that protects the interests of the United States of America.
• For ACEP-WRE transactions, these requirements and instructions are in addition to any closing instructions provided by NRCS or the USDA Office of the General Counsel (OGC).
The Parties to this transaction are as follows:
United States of America Natural Resources Conservation Service 430 G Street, Room 4164 Davis, CA 95616
Landowner/Grantor:
[Enter landowners’ names, addresses, and phone numbers] The closing agent must—
1. Acknowledge that he or she has up-to-date knowledge of the requirements of State law in connection with closing real estate transactions and title clearance.
2. Certify that the he or she is an approved agent licensed to engage in title insurance business in the State.
3. Certify that the title insurance company issuing the title commitment and final policy of title insurance is approved by the State insurance commissioner.
4. Provide the Parties liability insurance coverage or indemnification in an amount equal to at least the amount of the Federal funds for each easement satisfactory to NRCS, acting on behalf of the Commodity Credit Corporation, providing for reimbursement to NRCS for any loss of Federal funds caused by errors, omissions, fraud, dishonesty, negligence, or failure by the attorneys, agents, or closing agent employees to comply with written closing instructions.
• The American Land Title Association (ALTA) closing protection letter revised 4/2/2014 is satisfactory to meet this condition of responsibility.
5. Provide evidence of liability insurance or indemnification to NRCS prior to the transfer of Federal funds into escrow.
6. Certify that the he or she will not close on an easement purchase for his or her spouse, children, partners, or business associates, and that he or she does not have a financial interest in the real estate to be covered by the proposed easement.
7. Agree that the United States’ portion of purchase price for the acquisition (i.e., Federal funds) will be sent from the U.S. Treasury by electronic fund transfer (EFT) to the escrow account prior to closing payable to the landowner in the amount of
8. Agree to provide a copy of the proposed settlement statement to NRCS for review and approval at least 3 business days prior to closing.
9. Agree to close the easement transaction within 30 calendar days of receipt of the Federal funds.
10. Acknowledge that costs to clear title are the responsibility of the landowner.
11. Return the easement funds and any accrued interest in accordance with NRCS instructions if the conservation easement is not closed within 30 calendar days of receipt of the Federal funds.
12. Certify that he or she will–—
• Immediately prior to closing, examine the real estate records covering the time from the effective date of the title commitment to the date of closing to determine that no new encumbrances have been recorded against the subject property, no adverse change in title has occurred and that there are no intervening matters affecting the title that might result in a new title exception on the policy. Notify NRCS of any such changes or matters that are discovered, and delay the closing, the recording of the deed, and the disbursement of funds pending consultation with NRCS.
• Obtain the properly executed conservation easement deed from the landowner and any other required signatory parties.
• Comply with any listed title commitment requirements.
• Obtain and record as instructed the properly executed curative documents for any items required to be removed, released, subordinated, waived, or otherwise handled as required by the title commitment or proforma policy and closing instructions.
• Secure the policy of title insurance referred to below.
• Ensure all taxes, homeowners’ assessments, etc. are paid to the date the conservation easement deed is recorded.
• Record the conservation easement deed within 5 business days of execution.
• Complete Internal Revenue Service (IRS) tax reporting Form 1099 for the full easement compensation amount, as identified in the conservation easement deed.
13. Immediately following closing, issue policies of title insurance free and clear of any and all encumbrances (exceptions) to the title except those that NRCS has determined to be acceptable.
• For ACEP-WRE easements, ALTA U.S. Policy (9/28/91, revised 12/3/2012) with the “United States of America” named as the insured party in the full amount of the easement compensation amount identified in the warranty easement deed.
14. Certify that the following package will be delivered within 5 business days of receipt of recorded documents from the local land records office to NRCS:
• A statement covering the agreed upon closing costs
• Policy of title insurance (original and one copy) on the appropriate form
• Recorder’s certified copy of the recorded conservation easement deed and a recording receipt
• Recorder’s certified copies of any curative documents, including subordination agreements
• Original and one copy of executed settlement statements
• Record of disbursement of funds to the landowner
• Completed IRS Form 1099
15. Acknowledge receipt and agree to comply with the terms of these requirements by signing and returning a signed copy of these closing agent requirements to NRCS prior to closing.
16. Provide a projected closing date and the name, address, and account number of the financial institution registered in the System for Award Management (www.SAM.gov) where electronic funds are to be deposited.
17. For ACEP-WRE transactions:
• Obtain a valid Dun and Bradstreet Data Universal Numbering System
(DUNS) number and maintain active registration in the System for Award http://www.sam.gov/
Management (SAM) or successor registry for the duration of any contracts or agreements to provide closing services to NRCS.
• Establish an escrow account in an FDIC-insured account for the easement payment and include the escrow account information in their SAM registration.
18. Complete the following for all ACEP transactions:
Signature of Closing Agent _______________________________________
Name of Closing Agent __________________________________________
Projected Closing Date: __________________________________
AGRICULTURAL CONSERVATION EASEMENT PROGRAM
WETLAND RESERVE EASMENT
TITLE AND CLOSING SERVICES REQUEST
1. Landowner Name(s): Anchor Duck Club LLC
Attn: Tim Oakes
215 MILLS RD
SACRAMENTO, CA 95864
Phone (916) 849-3823 Timoakes22@yahoo.com
2. Description of Land
a. County and State: Colusa, CA
b. Acreage of Proposed Conservation Easement: 101.10
c. APN(s): 015-010-033
d. Estimated Purchase Price of Proposed Conservation Easement: $656,400.00
Attachments
1. Current Deed of Ownership
2. Map of Proposed Conservation Easement Area
3. Map of APNs
4. Map of Access
5. Statement of Work & Evaluation for Title Search and Closing Services
Source: Esri, GeoEye, i-cubed, USDA, USGS, AEX, WRE Boundary
Date: 2/7/2023 Location Map
USDA is an equal opportunity provider, employer, and lender
Prepared with assistance from USDA-Natural Resources Conservation Service Miles
1.140
Client(s): ANCHOR DUCK CLUB LLC Colusa County, Approximate Acres: 109.40 Legal Description: Section 8 T16N R2W Moulton Weir Quad, o39122c1; Section 17 T16N R2W Colusa Quad, o39122b1 APNs: 015-010-033 Perpetual Easement Land Units: Tract 5402, Fields 2
Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Anchor Duck Club LLC Parcel
ANCHOR DUCK CLUB LLC-BOUNDARY MAP
Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Date: 2/7/2023
Client(s): ANCHOR DUCK CLUB LLC Colusa County, California Approximate Acres: 101.10 Legal Description: Section 8 T16N R2W Moulton Weir Quad, o39122c1; Section 17 T16N R2W Colusa Quad, o39122b1 APNs: 015-010-033 Perpetual Easement Boundary Perimeter: 11,679.3 ft.
Land Units: Tract 5402, Fields 2
0 1505
Feet
Source: Esri, GeoEye, i-cubed, USDA, USGS, AEX, Prepared with assistance from USDA-Natural Resources Conservation Service
USDA is an equal opportunity provider, employer, and lender
WRE Boundary
Access Point
APN:
015-010-033
Client(s): ANCHOR DUCK CLUB LLC Colusa County, California Approximate Acres: 109.40 Legal Description: Section 8 T16N R2W Moulton Weir Quad, o39122c1; Section 17 T16N R2W Colusa Quad, o39122b1 APNs: 015-010-033 Perpetual Easement Land Units: Tract 5402, Fields 2
Access Map Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Date: 2/7/2023
Primary access is achieved directly off of San Jose Rd., which is a county road.
A recorded access easement is currently in place.
APN:
015-010-033
Access Point
0 1505
Feet
Source: Esri, GeoEye, i-cubed, USDA, USGS, AEX, Prepared with assistance from USDA-Natural Resources Conservation Service
USDA is an equal opportunity provider, employer, and lender
WRE Boundary
015-010-015 015-010-013
015-050-008
Private Road
TITLE AND CLOSING SERVICES REQUEST
1. Landowner Name(s): APN BALBOA LLC Attn: Bill Cotter
PO BOX 91
DUNNIGAN, CA 95937
Phone (916) 724-3321 billcotter@att.net
2. Description of Land
a. County and State: Yolo, CA
b. Acreage of Proposed Conservation Easement: 230.96
c. APN(s): 051-050-005 and 051-260-001
d. Estimated Purchase Price of Proposed Conservation Easement:
$2,901,782.00 Attachments
1. Current Deed of Ownership
2. Map of Proposed Conservation Easement Area
3. Map of APNs
051 260 14
051 050 01
051 040 15
051 260 01
051 260 05051 250 06
051 250 04
051 050 04 051 050 05
051 260 06
051 040 04 051 040 05
052 040 18
051 050 03
052 040 01052 030 14
051 250 03
052 030 13
051 260 15
051 040 06
051 040 17
052 040 19
051 260 12
052 030 12
051 030 05
051 260 13
051 030 18 051 030 06
051 250 09
Legend
ProposedEasementBoundary_5491042301YGB_APNBalboa Tax_Parcels_20170613
0 0.15 0.3 0.45 0.60.075 Miles
WRE-Permanent
54-9104-23-01YGB
Customer: APN Balboa, LLC Approximate acres: 230.96 Legal Description: Sections 11, 13 & 14, T12N, R1W Boundary Perimeter: 20,601 feet
Field Office: Woodland Service Center Agency: USDA/NRCS APN 051-050-005, 051-260-001 Yolo County, California
Location Map 1
1:24,000
Copyright:© 2013 National Geographic Society, i-cubed
Legend
ProposedEasementBoundary_5491042301YGB_APNBalboa
0 0.25 0.5 0.75 10.125 Miles
WRE-Permanent
54-9104-23-01YGB
Customer: APN Balboa, LLC Approximate acres: 230.96 Legal Description: Sections 11, 13 & 14, T12N, R1W Boundary Perimeter: 20,601 feet
Field Office: Woodland Service Center Agency: USDA/NRCS
APN 015-050-005, 051-260-001
Yolo County, California
Location Map 2
Legend
ProposedEasementBoundary_5491042301YGB_APNBalboa
0 0.065 0.13 0.195 0.260.0325 Miles
WRE-Permanent
54-9104-23-01YGB
Customer: APN Balboa, LLC Approximate acres: 230.96 Legal Description: Sections 11, 13 & 14, T12N, R1W Boundary Perimeter: 20,601 feet
Field Office: Woodland Service Center Agency: USDA/NRCS APN 051-050-005, 051-260-001 Yolo County, California
Farm 7641 Tract 8572 Field 2 Crop ~157.66 acres
Proposed Easement Boundary Map
Farm 7641 Tract 8572 Field 7 Associated Ag. Land ~37.9 acres
Farm 7641 Tract 8572 Field 8 Crop ~35.4 acres
Dunnigan Crk
County Road 5
C ou nt y
R oa d
A
Legend
Legal Access ProposedEasementBoundary_5491042301YGB_APNBalboa roads100k_z10_l_ca street_em_l_ca113 highway_em_l_ca113
0 0.1 0.2 0.3 0.40.05 Miles
WRE-Permanent
54-9104-23-01YGB
Customer: APN Balboa, LLC Approximate acres: 230.96 Legal Description: Sections 11, 13 & 14, T12N, R1W Boundary Perimeter: 20,601 feet
Field Office: Woodland Service Center Agency: USDA/NRCS APN 051-050-005, 051-260-001 Yolo County, California
Physical and legal access to proposed easement is from a public named county highway-County Road 5
Access Map
1. Landowner Name(s): Closed Zone Ranch Inc.
Attn: Daniel Larratt 898 Pennsylvania Ave.
San Francisco, CA 94107
(650) 888-5716 dlarratt@dlimechanical.com
a. County and State: Colusa, CA
b. Acreage of Proposed Conservation Easement: 200.00
c. APN(s): 017-060-001 and 017-060-019
d. Estimated Purchase Price of Proposed Conservation Easement: $1,400,000.00
2. Map of Proposed Conservation Easement Area
3. Map of APNs
Client(s): CLOSED ZONE RANCH INC Colusa County, California Approximate Acres: 200.00 Legal Description: Sections 15 and 22; T15N R2W Colusa Quad, o39122b1 APNs: 017-060-001 & 017-060-019 Perpetual Easement
Land Units:Farm 4455/Tract 9863, Fields 2,3,4
Copyright:© 2016 Esri, DeLorme, NAVTEQ, TomTom, Boundary:
WRE
Boundary
Date: 1/11/2022 Location Map
USDA is an equal opportunity provider, employer, and lender
Prepared with assistance from USDA-Natural Resources Conservation Service Miles
1.140
Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Closed Zone Ranch Inc. Parcel
Copyright:© 2016 Esri, DeLorme, NAVTEQ, TomTom, Boundary:
WRE
Boundary
Date: 1/11/2022
CLOSED ZONE RANCH INC-BOUNDARY MAP
USDA is an equal opportunity provider, employer, and lender
Prepared with assistance from USDA-Natural Resources Conservation Service Feet
15050
Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Client(s): CLOSED ZONE RANCH INC Colusa County, California Approximate Acres: 200.00 Legal Description: Sections 15 and 22; T15N R2W Colusa Quad, o39122b1 APNs: 017-060-001 & 017-060-019 Boundary Perimeter: 13,539.3 ft.
Perpetual Easement Land Units:Farm 4455/Tract 9863, Fields 2,3,4
APN:
017-060-019
APN:
017-060-001
APN:
017-060-001
Access Point
Copyright:© 2016 Esri, DeLorme, NAVTEQ, TomTom, Boundary:
WRE
Boundary
Date: 1/11/2022Access Map
USDA is an equal opportunity provider, employer, and lender
Prepared with assistance from USDA-Natural Resources Conservation Service Feet
15050
Assisted By: BENJAMIN MARTIN
USDA-NRCS
COLUSA SERVICE CENTER
COLUSA COUNTY RCD
Client(s): CLOSED ZONE RANCH INC Colusa County, California Approximate Acres: 200.00 Legal Description: Sections 15 and 22; T15N R2W Colusa Quad, o39122b1 APNs: 017-060-001 & 017-060-019 Perpetual Easement
Land Units:Farm 4455/Tract 9863, Fields 2,3,4
APN:
017-060-019
APN:
017-060-001
APN:
017-060-001
Access Point
Primary access is achieved directly off of Abel Rd., which is a county road. No recorded access easement has been needed since the access road is directly off of a public county road.
1. Landowner Name(s): Cooling Ranch LLC.
Attn: Rick Rominger
23756 COUNTY ROAD 89
WINTERS, CA 95694-9062
Phone (530) 308-0099 romingerbrothers@gmail.com
a. County and State: Yolo, CA
b. Acreage of Proposed Conservation Easement: 325.31
c. APN(s): 056-120-004-000
d. Estimated Purchase Price of Proposed Conservation Easement: $2,812,305.00
2. Map of Proposed Conservation Easement Area
3. Map of APNs
056 120 04
056 080 03 056 090 04
056 110 01
056 080 06
056 130 06 056 140 03
055 070 03
056 120 05
056 120 06
056 130 04
056 130 11
056 080 01
056 130 15056 130 12
056 120 02
056 130 01
056 130 10 056 130 09
056 130 20
056 130 05
056 130 08
056 130 02
056 130 19 056 130 14
056 130 07
056 130 03
055 010 01
056 140 04
055 080 04
055 080 02
055 080 03
055 010 03
056 120 03
056 140 02
056 120 01
056 130 16
056 080 06
056 140 01
055 010 02
C ou nt y
H w y E1
C ou nt y
R oa d 98 Road 108
Road 8006
D riv ew ay
Jacobs Ranch Cir
D riv ew ay
Copyright:© 2013 National Geographic Society, i-cubed
Legend street_em_l_ca113 Proposed Boundary_5491042301Y89_CoolingRanchLLC Tax_Parcels_20170613
0 0.15 0.3 0.45 0.60.075 Miles
WRE-Permanent 54-9104-23-01Y89
1:24,000 scale Customer: Cooling Ranch LLC Approximate acres: ~325.31 Legal Description: Sections 7, 8 & 17, T11N, R2E Boundary Perimeter: 25,056 feet
Field Office: Woodland Service Center Agency: USDA/NRCS
APN 056-120-004-000
Yolo County, California
Location Map
Legend
Proposed Boundary_5491042301Y89_CoolingRanchLLC
0 0.1 0.2 0.3 0.40.05 Miles
WRE-Permanent 54-9104-23-01Y89
Customer: Cooling Ranch LLC Approximate acres: ~325.31 Legal Description: Sections 7, 8 & 17, T11N, R2E Boundary Perimeter: 25,056 feet
Field Office: Woodland Service Center Agency: USDA/NRCS
APN 056-120-004-000
Yolo County, California
Farm 5661 Tract 5451 Crop ~325.31 acres
Proposed Easement Boundary Map
C ou nt y
H w y E1
C ou nt y
R oa d
County Road 13
Road 108
D riv ew ay
State Hwy 113
Road 8006
Jacobs Ranch Cir
R ab bi t C oo p
R d
D riv ew ay
Legend street_em_l_ca113 Proposed Boundary_5491042301Y89_CoolingRanchLLC
0 0.15 0.3 0.45 0.60.075 Miles
WRE-Permanent 54-9104-23-01Y89
Customer: Cooling Ranch LLC Approximate acres: ~325.31 Legal Description: Sections 7, 8 & 17, T11N, R2E Boundary Perimeter: 25,056 feet
Field Office: Woodland Service Center Agency: USDA/NRCS
APN 056-120-004-000
Yolo County, California
Farm 5661 Tract 5451 Crop ~325.31 acres
Physical and legal access to proposed easement is from a public named county highway
1. Landowner Name(s): Lori Woodward Separate Property Trust
Attn: Lori Woodward
7400 AMBROSIA DR
PALO CEDRO, CA 96073
Phone (530) 227-9614 Richardlori7@gmail.com
a. County and State: Shasta, CA
b. Acreage of Proposed Conservation Easement: 18
c. APN(s): 058-040-022
d. Estimated Purchase Price of Proposed Conservation Easement: $47,250.00
2. Map of Proposed Conservation Easement Area
3. Map of APNs
Copyright:© 2016 Esri, DeLorme, NAVTEQ, TomTom
Field Office: Redding Service Center Agency: USDA NRCS Assisted By: Kaytee Todoroff State and County: Shasta County, CA Land Units: Farm 2317, Tract 3092, Field 1
Proposed Easement Boundary Prepared with assistance from USDA-Natural Resources Conservation Service
Customer: The Lori Woodward Separate Property Trust u/a dated Feb 2, 2022 Approximate Acres: 18 Legal Description: Section 31-T31N-R03W
Location Map
54-9104-23-01WSB
Approx Scale 1:24000 when printed on 8-1/2 x 11 paper
¯Legend ProposedBoundary_5491042301WSB_Woodward
0 0.06 0.12 0.18 0.240.03 Miles
Customer: The Lori Woodward Separate Property Trust u/a dated Feb 2, 2022 Approximate acres: 18 Legal Description: T37N, R03W, Section 31
APN: 058-040-022
Agency: USDA/NRCS Quad: Redding Boundary approx 3,910 LF Assisted by: Kaytee Todoroff
Farm 2317 Tract 3092 Field 1 18 acres
Easement Boundary Map Lori Woodward, trustee
ACEP-WRE-Permanent, Grazing Reserved Rights
54-9104-23-01WSB
D es ch ut es R d
H un tin g
C lu b R d
Los Altos Dr de l R ic o
C t
H un tin g
C lu b
Traci
G ar th D r
Paz C t
Miramonte Dr
Beatie Rd
Traci Ln la P az C t
Buena Oak Way
Sunnyside Dr
Constance
H un tin g
C lu b D r
Dreamcatcher Ln
M&M Pl
Pradera Dr
Legend
Access_5491042301WSB_Woodward street100k_l_ca089 ProposedBoundary_5491042301WSB_Richards
0 0.1 0.2 0.3 0.40.05 Miles
WRE-GRR-Permanent
54-9104-23-01WSB
Customer: The Lori Woodward Separate Property Trust u/a dated Feb 2, 2022 Approximate acres: 18 Legal Description: T37N, R03W, Section 31
APN: 058-040-022
Agency: USDA/NRCS Quad: Redding Boundary approx 3,910 LF Assisted by: Kaytee Todoroff
Farm 2317 Tract 3092 Range ~18 acres
Turn west onto Los Altos Drive. from Deshutes Road; turn south on Hunting Club Road for approx .66 miles.
Access will be through existing easement 66-9104-96-00FNT, owned by the same landowner.
Current easement and proposed easement are currently being managed as one unit, and will continue to be managed as one unit through a Grazing Management Plan.
Access to proposed easement is physically feasible and will pose no threat to existing easement.
1. Landowner Name(s): Satyam Farms LLC.
Attn: Laxman Iyer
PO BOX 157
GUSTINE, CA 95322
Phone (209) 652-8561 Laxiyer9@gmail.com
a. County and State: Merced, CA
b. Acreage of Proposed Conservation Easement: 99.9
c. APN(s): 063-200-016 and 063-200-017
d. Estimated Purchase Price of Proposed Conservation Easement: $1,603,395.00
2. Map of Proposed Conservation Easement Area
3. Map of APNs
Customer(s): Satyam Farms LLC NEST ID No: 5491042301Y2Q Approximate Acres: 99.9
Date: 12/9/2022
Assisted By: KARL KRAFT Agency: USDA-NRCS Field Office: MERCED SERVICE CENTER
2,900 0 2,900 5,800 8,700 11,600 Feet ¯
Legend WRE Offering
USA Topo Maps
Location Information:Portions of Section 22, T8S, R9E USGS Quad: Ingomar
WRE Offering Map
Customer(s): Satyam Farms LLC NEST ID No: 5491042301Y2Q Approximate Acres: 99.9
Date: 12/9/2022
Assisted By: KARL KRAFT Agency: USDA-NRCS Field Office: MERCED SERVICE CENTER
480 0 480 960 1,440 1,920 Feet ¯
Legend Proposed WRE Boundary
Location Information:Portions of Section 22, T8S, R9E
Text
Ingress / Egress Map
Customer(s): Satyam Farms LLC NEST ID No: 5491042301Y2Q Approximate Acres: 99.9
Date: 12/9/2022
Assisted By: KARL KRAFT Agency: USDA-NRCS Field Office: MERCED SERVICE CENTER
3,100 0 3,100 6,200 9,300 12,400 Feet ¯
Legend Ingress / Egress Points
WRE Offering
USA Topo Maps
Location Information:Portions of Section 22, T8S, R9E
Ingress / Egress points are located along Gun Club
1. Landowner Name(s): Stephen J Rickert
Attn: Stephen (Jim) Rickert
PO BOX 817
FALL RIVER MILLS, CA 96028
Phone (530) 949-1078 sjrick@shasta.com
a. County and State: Shasta, CA
b. Acreage of Proposed Conservation Easement: 452.35
c. APN(s): 305-420-003 and 305-190-018
d. Estimated Purchase Price of Proposed Conservation Easement: $1,187,418.75
2. Map of Proposed Conservation Easement Area
3. Map of APNs
305190012000
305190017000
305190013000305190008000
305190018000
305420003000
305150025000
305190009000
305150027000
305410009000
305150039000
305190011000
305410027000
305420001000
305150042000 305430027000
305150026000
305150008000
305420002000305410023000
305410017000
305410010000
305430025000
305410004000
305150011000
305390009000
305410027000
305410001000
305150037000
305410014000
305410013000
305410016000
305150012000
305410030000
305410025000 305410019000
305150010000 305150009000
305410026000
305150038000
305410029000
State Rte 299
32N
33N
03W
Copyright:© 2013 National Geographic Society, i-cubed
Legend street100k_l_ca089 parcels_a_ca089 FY23Offer_5491042301XXP_Rickert plss_z10_a_ca plssrange_z10_a_ca plsstwnshp_z10_a_ca 0 0.2 0.4 0.6 0.80.1
Miles
WRE-GRR-Permanent
54-9104-23-01XXP
1:24,000 scale Customer: Stephen James Rickert Approximate acres: 452.35 Legal Description: T32N, R03W, Section 2
Agency: USDA/NRCS Quad: Redding Assisted by: Kaytee Todoroff
Farm 2361 Tract 3134 Range ~452.35 acres
¯Legend FY23Offer_5491042301XXP_Rickert Access_5491042301XXP_Rickert
0 0.1 0.2 0.3 0.40.05 Miles
WRE-GRR-Permanent
54-9104-23-01XXP
Customer: Stephen James Rickert Approximate acres: ~452.35 Legal Description: Section 2, T32N, R3W Boundary Perimeter: 24,595 feet
Agency: USDA/NRCS
APN 305-190-018-000, 205-420-003-000
Shasta County, California
Farm 2361 Tract 3134 Range ~452.35 acres
Easement Boundary Map
Oak Run Rd
State Rte 299
Stagecoach Rd
State Hwy 2 99 E
D ur a Al oh a
R d
Racoon Way
R iv er O ak s
Pl
R iv er H ills D r
In di an O ak s
Rim Rock Ln
Ea gl e Ri dg e
Rd
Racoon Way
Legend
Access_5491042301XXP_Rickert FY23Offer_5491042301XXP_Rickert street100k_l_ca089 0 0.5 1 1.5 20.25
Miles
WRE-GRR-Permanent
54-9104-23-01XXP
Customer: Stephen James Rickert Approximate acres: ~452.35 Legal Description:Section 2, T32N, R3W
APN 305-190-018-000, 205-420-003-000
Agency: USDA/NRCS Quad: Redding Boundary Perimeter: 24,595 feet Shasta County, California Assisted by: Kaytee Todoroff
Physical and legal access to proposed easement is recorded on same land ownership deed. Recorded access easement from Oak Run Road north to easement boundary.
Physical access to easement can also be achieved through landowners property to the north end of the easement.
| Attachment 1 Performance Work Statement Title Closing Services CA |
| I. OBJECTIVE |
| II. BACKGROUND |
| III. SCOPE |
| IV. STANDARDS AND RESPONSIBILITIES |
| A. Preliminary Title Report |
| B. Title Commitment & Closing Services |
| VI. PAYMENT |
| VII. CONFLICT OF INTEREST |
| VIII. AUTHORITY |
| IX. NONDISCLOSURE |
| X. CIVIL RIGHTS AND PROGRAM DELIVERY |
| XI. PRICE QUOTES |
| Title and Closing Services All Projects |
| Cover Sheet_Title and Closing Services_Anchor Duck Club |
| Deeds_5491042301YHB_Anchor Duck Club LLC |
| Location Map_5491042301YHB_Anchor Duck Club LLC |
| Boundary Map_5491042301YHB_Anchor Duck Club LLC |
| Access Map_5491042301YHB_Anchor Duck Club LLC |
| Cover Sheet_ Title and Closing Services_APN Balboa LLC |
| Deed_SignatureAuthority_5491042301YGB_APN Balboa LLC |
| LocationMap_5491042301YGB_APNBalboaLLC |
| ProposedEasementBoundaryMap_5491042301YGB_APNBalboaLLC |
| AccessMap_5491042301YGB_APNBalboaLLC |
| Title and Closing Services_Closed Zone Ranch |
| Deed_5491042201XLC_Closed Zone Ranch Inc |
| Location Map_5491042201XLC_Closed Zone Ranch Inc. |
| Proposed Easement Boundary Map_5491042201XLC_Closed Zone Ranch Inc. |
| Access Map_5491042201XLC_Closed Zone Ranch Inc. |
| Title and Closing Services_Cooling Ranch LLC |
| Deed_5491042301Y89_CoolingRanchLLC |
| LocationMap_5491042301Y89_CoolingRanch |
| ProposedEasementMap_5491042301Y89_CoolingRanch |
| AccessMap_5491042301Y89_CoolingRanch |
| Cover Sheet_Title and Closing Services_Lori Woodward Trust |
| LandDeed_5491042301WSB_Woodward_feb2022 |
| LocationMap_5491042301WSB_Woodward |
| ProposedEasementBoundaryMap_5491042301WSB_Woodward |
| AccessMap_5491042301WSB_Woodward |
| Cover Sheet_Title and Closing Services_Satyam Farms LLC |
| Grant_Deed_Recieved_5494012301Y2R_Satyam_Farms |
| Location_Map_5491042301Y2Q_Satyam_Farms |
| Offering_Map_5491042301Y2Q_Satyam_Farms |
| Access_Map_5491042301Y2Q_Satyam_Farms |
| Cover Sheet_Title and Closing Services_Stephen J Rickert |
| OwnershipDeed_5491042301XXP_Rickert |
| LocationMap_5491042301XXP_Rickert |
| EasementBoundaryMap_5491042301XXP_Rickert |
| AccessMap_5491042301XXP_Rickert |
File details come from the government source that posted it. Updated .