Attachment D_Geographic Area.docx

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Attached to
Request for Applications: Qualified List Appraisal Services
Solicitation number
S-91400-00017050
Issued by
Marion County, Oregon

About this file

This is an attachment to a Request for Applications (RFA) issued by Oregon Housing and Community Services (OHCS) for establishing a Qualified Appraiser List for Multifamily Affordable Housing Development (RFA 9288). The document outlines the geographic service areas, turnaround time capacity, project delivery procedures, and engagement workflow requirements that applicants must address. Applicants must identify all Oregon counties in which they offer appraisal and market analysis services, describe their primary service area, and indicate out-of-state capacity if available. The form requests detailed information on standard turnaround times for appraisals, market studies, and appraisal reviews across varying complexity levels, from simple projects under 40 units to high-complexity projects exceeding 100 units. Applicants must specify their capacity to handle expedited timelines (5-7 business days) and rush requests (24-48 hours), identify the maximum number of concurrent OHCS projects they can manage, and disclose any seasonal availability limitations.

The document further requires applicants to detail their communication processes, revision and approval procedures, final delivery formats, and preferred referral workflows from OHCS. Applicants must specify the information needed in referral packages, including developer contact information, property descriptions, project financing sources, unit counts, affordability levels, timelines, and scope of work. The application also requests confirmation that applicants can execute the Appraiser Services Agreement (Attachment H) within five business days and inquires about any required contract modifications or special terms. No pricing information, set-asides, or funding sources are addressed in this attachment, as these elements are referenced separately in other application materials.

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ATTACHMENT D

GEOGRAPHIC SERVICE AREA AND TURNAROUND CAPACITY

REQUEST FOR APPLICATIONS (RFA) 9288

Qualified Appraiser List for Multifamily Affordable Housing Development

SECTION 1: GEOGRAPHIC SERVICE AREAS

1.1 Oregon Counties – Service Availability

Identify all Oregon counties in which you offer appraisal and market analysis services. Check all that apply or indicate regions:

Willamette Valley Region:

☐ Marion County (Salem area) ☐ Polk County (Salem/Corvallis area) ☐ Linn County (Albany/Lebanon area) ☐ Lane County (Eugene/Springfield area) ☐ Yamhill County ☐ Clackamas County (suburban Portland) ☐ Washington County (suburban Portland) ☐ Multnomah County (Portland metro)

Coast & Southwest Region:

☐ Lincoln County (Lincoln City/Newport area) ☐ Lane County (coastal areas) ☐ Douglas County (Roseburg area) ☐ Coos County (Coos Bay area) ☐ Curry County (far southern coast) ☐ Josephine County (Jacksonville area) ☐ Jackson County (Medford/Ashland area)

Northeast/Wallowa Valley Region:

☐ Union County (La Grande area) ☐ Wallowa County (Enterprise/Joseph area) ☐ Baker County (Baker City area) ☐ Gilliam County ☐ Wheeler County ☐ Morrow County

Central Oregon Region:

☐ Wasco County (The Dalles area) ☐ Sherman County ☐ Crook County ☐ Deschutes County (Bend area) ☐ Jefferson County (Madras area) ☐ Harney County (Burns area) ☐ Lake County (Lakeview area)

High Desert Region:

☐ Umatilla County (Pendleton area) ☐ Malheur County (Ontario area)

Other:

☐ All Oregon counties (statewide availability) ☐ Specific regions/limitations (describe): __________________________________

1.2 Primary Service Area

Describe your primary service area and why this region is your focus:

Years of market knowledge and experience in primary service area:

1.3 Out-of-State Service Capacity

Are you available for projects outside Oregon? ☐ Yes ☐ No

If yes, which states and under what conditions?

SECTION 2: TURNAROUND TIME CAPACITY

2.1 Standard Turnaround Times

Appraisal (As-Is or Prospective) – Standard Complexity

Estimated Business Days:
__________ days (from engagement to draft delivery)
Estimated Business Days (final report after revisions):
__________ days

Market Study/Rent Feasibility Analysis – Standard Complexity

Estimated Business Days:
__________ days (from engagement to draft)
Estimated Business Days (final report after revisions):
__________ days

Appraisal Review/Certification – Standard Complexity

Estimated Business Days (initial review):
__________ days
Estimated Business Days (post-revision approval):
__________ days

2.2 Project Complexity Levels

Simple Project (under 40 units, straightforward market, existing comps available)

Appraisal turnaround:
__________ business days
Market study turnaround:
__________ business days

Moderate Complexity (40–100 units, established market, limited comp research required)

Appraisal turnaround:
__________ business days
Market study turnaround:
__________ business days

High Complexity (100+ units, specialized housing, limited market data, extensive analysis required)

Appraisal turnaround:
__________ business days
Market study turnaround:
__________ business days

2.3 Expedited/Rush Availability

Can you accommodate expedited timelines (5–7 business days)? ☐ Yes ☐ No

If yes, describe expedited capacity and any additional cost:

Can you accommodate rush/emergency timelines (24–48 hours)? ☐ Yes ☐ No

If yes, describe rush availability and premium cost (typically noted in Cost Proposal – Attachment C):

2.4 Concurrent Project Capacity

Maximum number of concurrent OHCS projects you can effectively manage
__________ projects simultaneously (with full attention to quality)

Staffing arrangements for handling multiple projects:

Process for managing workload during peak demand periods:

2.5 Seasonal Availability

Are there seasonal limitations to your availability? ☐ Yes ☐ No

If yes, describe:

Typical annual vacation/closure periods:

SECTION 3: PROJECT DELIVERY AND COMMUNICATION

3.1 Typical Communication Process

How do you initiate projects after referral from OHCS?

How frequently will you provide status updates?

Preferred communication method (check primary):

☐ Email ☐ Phone ☐ Project management platform ☐ In-person meetings ☐ Other: ____________________________________________________________________

3.2 Revision and Approval Process

Standard revision cycles (how many revision rounds included in fee):

Process for accommodating OHCS requested changes/revisions:

Estimated time for revisions (per round):
__________ business days

3.3 Final Delivery Format

Preferred delivery method for final reports:

☐ Electronic PDF via email ☐ Secure file transfer/cloud upload ☐ Hard copy mail (if requested) ☐ Other: _______________________________________________________________

File format specifications (narrative length, appendices, etc.):

SECTION 4: REFERRAL PROCESS AND WORKFLOW

4.1 How You Prefer to Receive Referrals from OHCS

Describe your ideal referral and engagement workflow:

Information you need in referral package:

☐ Developer contact info ☐ Proposed property address/description ☐ Project financing sources ☐ Unit count and affordability level ☐ Timeline/deadline ☐ Specific scope of work needed ☐ Other: _______________________________________________________________

4.2 Engagement Process and Contract

Will you be able to execute Appraiser Services Agreement (Attachment H) within 5 business days?

☐ Yes ☐ No

Any contract modifications or special terms you require:

END OF ATTACHMENT D

Geographic Area & Capacity
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