B08_Attachment_1_Performance_Work_Statement_29Jul24.docx

Performance Work Statement (PWS)

PROJECT TITLE: Hawaiian Home Lands Boundary Surveys, Kealakehe

July 29, 2024

Contents

PWS 1.0 Background on the Government’s Requirement

Introduction

Federal authority surveys are needed in order to preserve and protect the physical Location of the boundaries of lands of the Hawaiian Home Lands (HHL). The survey will determine the existence and extent of potential encroachments along the boundaries and provide updated measurements, areas, and survey records for the future management and protection of the HHL. The survey will be the exterior boundary of HHL parcel only.

Approximately 200,000 acres of land were set aside for the benefit and rehabilitation of native Hawaiians under the Hawaiian Homes Commission Act, 1920 (HHCA), 42 Stat 108. The HHCA is a cooperative federalism statute, a compound of interdependent Federal and State law that establishes a Federal law framework but also provides for implementation through State law. For practical purposes this means that the Department of the Interior has an oversight role and the State of Hawai‘i Department of Hawaiian Home Lands (DHHL) is responsible for the day-to-day administration of the Trust.

Congressional Requirement

Hawaiian Home Lands Recovery Act (HHLRA) section 205(e), Surveys and Appraisals, states:

(1) Requirement – The Secretary shall conduct a survey of all Hawaiian Home Lands based on the report entitled ‘Survey Needs for the Hawaiian Home Lands,’ issued by the Bureau of Land Management of the Department of the Interior, and dated July 1991.

(2) Other Surveys – The Secretary is authorized to conduct such other surveys and appraisals as may be necessary to make an informed decision regarding approval or disapproval of a proposed exchange.

PWS 2.0 General Scope of Work

The Contractor shall provide all commercial activities services to assist the BLM to identify and/or mark the boundary lines of the subject sites for the locations designated in the special instructions. Including title(s) of origin and investigation of all necessary land records, to ascertain the actual location of HHL on the ground by marking the exterior boundaries included in this PWS and to provide the necessary data and information to list each parcel in the BLM official land records system. The surveys shall meet or exceed Federal and State of Hawaii survey standards.

Surveys shall be executed in conformance with all applicable statutory law, rules and regulations, and judicial interpretations governing the survey of Federal interest lands; the Manual of Surveying Instructions 2009 (Manual); and special instructions per Manual section 9-1, Group No. 05, Hawaii.

Except for certain portions of the boundaries adjoining water boundaries, if applicable, surveys will strictly be limited to locating the exterior boundaries. No other ties to boundaries of Federal or non-Federal interest land is required unless directed by the special instructions or the Contracting Officer’s Representative (COR).

The Contractor shall produce a water boundary report for each segment of a water boundary prior to establishing the HHL boundary, if applicable.

Survey Authority

All the commercial activities shall be performed by, or under the direct supervision of a Certified Federal Surveyor (CFedS) licensed to practice land surveying in the State of Hawaii.

Surveys shall be made under the Federal survey authority of the BLM. Any and all decisions and inherently governmental functions regarding evaluation of evidence, final survey procedures, determination and location of reference monuments, witness corners and reference monuments, and acceptance of local monuments or local corner points will be made by the BLM Chief Cadastral Surveyor, CA and HI, or through the recommendations of the COR prior to the setting of new monuments and the marking of accessories.

A survey plat and/or record of survey shall not be filed or recorded in the local public record by the Contractor for any project done under this contract by the Contractor. Any field or office survey work done under this contract will be considered as preliminary in nature. The BLM Chief Cadastral Surveyor, CA and HI, will make all final decisions pertaining to the field notes, plats, and filing of the survey record.

Location of Work

Specific survey locations are described in the special instructions and shown on the special instructions diagram(s) to accompany the task order(s) for specific work under this contract. Surveying activities in general shall be on the exterior boundaries of the HHL and interest in land, and the boundaries of non-HHL and interest in land within the HHL, located in the subject sites.

Period of Performance

The period of performance shall be for 18 months from the date of the award.

PWS 3.0 Overall Objective(s)

This project, its purpose and scope, is to obtain Cadastral Survey services as required by the Office of Native Hawaiian Relations (ONHR) and the Bureau of Land Management (BLM) in accordance with these specifications and exhibits of the exterior boundaries of HHL parcels, located in the following site(s):

(1) Kealakehe, North Kona, Hawai‘i.

Survey work shall be performed for the California State Office (CASO), Branch of Cadastral Survey, Sacramento, California and Hawai‘i of the BLM.

PWS 4.0 Specific Tasks

Procedure

Surveys shall be performed to the specifications and directions as outlined in the HHLRA, the Manual, this Performance Work Statement, the special instructions, the exhibits and diagrams referred to in this document, and the specifications outlined herein. The above referenced materials are hereby incorporated and made a part of these specifications. All survey work and documentation shall be in conformance with the practices and requirements set forth therein. Should conflicting instructions or interpretations arise between the above material, the Contractor shall consult the COR to determine the proper procedure.

Correspondence

Both paper copy (at the CORs discretion) and electronic copy (e-mail or other forms of conveyance) of all correspondence shall be sent to the COR. Should an electronic file exceed the size able to be emailed, a digital copy shall be sent via U.S. mail or other suitable carrier instead of e-mail, with a notification by e-mail that a digital copy has been mailed. In such cases, the Contractor shall provide the file on a COR approved electronic media. Note: The CO requires electronic submittals only.

All submissions shall be directed to the COR.

Permission to Enter Private or HHL.

Prior to the start of the field work, the Contractor shall send by Certified Mail-Return Receipt Requested, written letters of entry notification to all non-HHL landowners whose land is susceptible to entry during the course of the survey. Right-of-entry notification letters will be coordinated and approved by the COR prior to mailing. As an agent of the Government, Contractor right-of-entry occurs under Federal authority. An example of a letter that meets BLM requirements for notification can be provided on request. There are additional access remedies that are available to the Contractor relative to conducting land surveys which can be utilized. For field personnel safety in any right-of-entry situation, advance notice by the herein stated means shall be adhered to. Any right-of-entry restriction shall be reported to the COR.

All cultural, archaeological, administrative, environmental, social and/or other considerations pertinent to HHL trust lands shall be coordinated and consulted with ONHR to ensure all requirements and/or concerns are addressed.

a. Although the BLM may not be hindered or be prevented from surveying HHL under 18 USC section 1859, to maintain a good working relationship with the State, the Contractor will work with the State to access HHL areas using Rights-of-Entry permits authorized by the Hawaiian Homes Commission (HHC) or Limited Rights of Entry for no more than 30 days which may be authorized by the Department of Hawaiian Home Lands (DHHL) Land Management Administrator or designee. Further, rights-of-entry to individual Hawaiian homestead lots should be coordinated through the relevant Hawaiian homestead community association and must be noticed directly to the Hawaiian homestead lessee and occupants. ONHR will coordinate activities and notification with the HHC, which meets monthly, DHHL, the Hawaiian homestead community association, and individual Hawaiian homestead lessees and occupants. The Contractor will keep ONHR informed of its need to schedule survey work in the field and will participate in presentations to, and Q&A with, the other entities with whom ONHR must coordinate.

b. As part of coordination with the ONHR on compliance with environmental and cultural and historic preservation laws, the Contractor will apply all relevant programmatic agreements to their work. HHL are “trust lands” under the Native American Graves Protection and Repatriation Act, thus relevant protocols and requirements must be followed.

Responsibility for complete right-of-entry notification to all pertinent landowners rests with the Contractor. In some instances, the Government, the State, or a HHL entity may send out letters of entry notification to some or all landowners directly. Landowners already notified by the Government, the State, or a HHL entity in writing need not be re-notified by the Contractor in writing; however, responsibility remains with the Contractor for written entry notifications. Prior to the Contractor sending out letters of notification to landowners, the Contractor shall coordinate with the COR to determine the extent of entry notifications already made, if any, by the Government, the State, or a HHL entity.

In addition to written notification or entry, Contractor shall also make a good faith attempt to contact in person all non-HHL landowners whose land is entered during the course of the survey.

Weekly Service Reports will be sent to the COR in a timely manner and shall include a record of all landowners or adjoiner notifications, conditional permission caveats, other entry or research contacts, and gate and key information.

Should right-of-entry permission be denied, the Contractor shall immediately submit a report of the situation to the COR. The report shall include the names, dates, and summaries of conversations or correspondence which have taken place between the landowners and the Contractor, which affect the situation.

Along with Weekly Service Reports, Contractor shall include copies of all notification letters sent (with return receipts) or returned, and copies of all permits required for entry.

The Contractor is responsible for any damage to property as a result of their actions in performing work under this contract.

The Contractor shall be subject to and responsible for compliance with any and all HHL requirements or restrictions regarding entry on to HHL. The BLM will provide a point of contact for the ONHR.

The Contractor shall, without additional expense to the Government, be responsible for obtaining any necessary licenses and permits, and for complying with any HHL laws, codes, and regulations applicable to the performance of the work.

For contracts requiring entry onto HHL, prior to the commencement of the field work, the Contractor shall consult with the HHL Employment Rights Ordinance Department regarding work permits, compliance plans, and any applicable HHL employment requirements and/or fees.

Reports

The Contractor shall submit a Weekly Service Report to the COR for all weeks in which the contract work is performed. Weekly Service Reports shall be submitted to the COR no later than the Monday following the week in which work was performed. The report shall contain the following information:

a. Group number and name of the project.

b. Names and titles of employees on the project.

c. Written and graphical identification of the lines surveyed and/or resurveyed. The total miles for each type of surveyed line (survey and resurvey) with the total miles completed on the project/survey for each week.

d. Copies of all entry notification letters sent (with return receipts), responses received, and copies of any permits required for entry.

e. Location and total number of monuments, if any, set for the week.

f. Location, type (original, brass cap, local etc.) and total number of any monuments recovered for the week.

g. List of landowners, government or HHL personnel and or pertinent contacts, e.g., state, county, or local surveyors, made during the week.

h. Updates on water boundary reports, and for resurveys, progress of boundary and corner searches.

The Contractor shall submit water boundary reports to the COR for each water boundary segment prior to setting any monuments. The water boundary reports shall include the following information:

a. Group number and name of the project.

b. All relevant aerial photos.

c. All relevant historical maps.

d. Written transcripts of any oral or written testimony obtained.

e. A complete recommendation regarding the existence of avulsions. If a finding that an avulsion occurred is recommended, comprehensive positive evidence of an avulsion shall be included.

f. In areas where a finding of avulsion is not recommended, the water boundary report shall include a recommended boundary line(s), and reasons supporting such, upon which the HHL boundary is to be located.

Reports shall be made in a format pre-approved by BLM.

Research

The Contractor shall research and obtain all records necessary to locate the boundaries of any surveys and resurveys as shown in the special instructions diagram. Any approved Standards for Boundary Evidence (SBE) Certificates will be reviewed and evaluated. This includes all Surveyor's Boundary Evidence Reviews initiated by the Office of Native Hawaiian Relations and accepted by the BLM. The Contractor will review the legal description(s) of the parcel(s) to be surveyed before commencing fieldwork.

Contractor research for surveys and resurveys shall include applicable Government and public agencies, title companies, utility companies, HHL entities, local surveyors, and any other location susceptible to containing pertinent information regarding the survey. If needed, the Contractor is authorized to take testimony in accordance with the Manual from those who may have knowledge regarding the location of corners or occupancy and use boundaries.

a. When necessary to research internal HHL or ONHR pertinent records, the Contractor shall consult with the COR to coordinate how to obtain those records.

The Contractor shall research and obtain all necessary records as they pertain to the location of the HHL boundary lines.

The Contractor shall promptly file all relevant records as clearly defined supplements to the Government provided field file.

The Contractor shall promptly provide the results of any records research to the COR. These Federal, State, and/or County records will be reviewed to identify discrepancies in ownership.

Any fees and charges incurred for the research shall be at no additional cost to the Government.

Upon completion of the survey work, the Contractor shall return the field file and all of its contents to the COR. Additions to the field file by the Contractor shall be organized, labeled, and indexed.

Corner Search

The Contractor shall make an investigation of all corners as indicated in the special instructions and special instructions diagram(s) to the extent necessary to responsibly complete the survey.

a. Field Search: Where a corner is indicated in the special instructions and/or special instructions diagram as requiring a corner search, the Contractor shall conduct an exhaustive and extensive on-the-ground search of the area to recover evidence of recorded and unrecorded previous surveys, including evidence in the form of: corner monuments, accessories, line trees, fences and other evidence of occupancy and use, reference monuments and all other calls in the record. When searching and evaluating the physical evidence of monuments and accessories, the utmost care shall be taken to protect and preserve the evidence. The Contractor shall develop search areas based on conditions found in the field as well as from record information. Any fragmentary evidence recovered is not to be disturbed beyond recognition and preserved for evaluation by the COR. Photographs of the corners natural state is required and natural location, consult with COR for guidance.

b. Corner Search Documentation: When, in the opinion of the Contractor, a corner is existent, obliterated or lost, the Contractor shall state this in the field tablet. The Contractor shall also describe in the field tablet in narrative form, the procedure/process of evaluation, description of the search area, a narrative of the search process, employees involved in the search, and the time spent in the search.

The BLM Chief Cadastral Surveyor, CA and HI, will make the final judgment regarding interpretation and evaluation of recovered evidence or record interpretation pertaining to the acceptance or rejection of existing corner locations, the placement of the corners, and the location of the HHL boundary. BLM Cadastral Survey reserves the right to send the COR or Project Inspector (PI) to the project site at any time during the project.

Field Data Collection

When conventional survey measurements are utilized, all surveyed lines and all corner moves shall be part of a closed loop traverse. The error of closure ratio shall be indicated on the Survey Control Diagram. Minimum Standard Detail Requirements for ALTA/NSPS Land Title Surveys (eff. February 23, 2021) as well as standards adopted by the state professional registration board shall be adhered to in addition to professional judgment in all technical measurement standards. In cases of conflict, the COR will determine the standard to be applied.

a. The supporting traverse calculations indicating the error of closure are to be submitted as a separate report with diagram or as a Survey Control diagram.

b. The use of side shots or any form of radial traverse for traverses or corner moves is contingent upon consultation with and approval from the COR.

c. All measuring instruments and equipment shall be maintained in adjustment according to manufacturer’s specifications and all distance measuring instruments shall be, at a minimum, compared and adjusted annually to a National Geodetic Survey (NGS) calibrated baseline. Records of such calibration measurements shall be retained by the Contractor for inspection by the Government.

When Global Navigation Satellite System (GNSS) survey methods are utilized current BLM IM No. 2020-004 shall apply and are attached to the special instructions.

Datum and Coordinate Systems

Contractor shall use and tie work to the National Spatial Reference System (NSRS) whenever practicable. Sections 2-4, 2-29, 2-32, 2-33 and 2-38 of the Manual.

a. Contractor should tie-in with the current NAD 83 (2011) Epoch: 2010.00 datum, subject to NSRS datum or epoch updates, the Contractor shall consult with the COR.

b. The adjustment epoch of the datum shall be clearly stated.Example: NAD 83 (2011) Epoch: 2010.00.

c. When State Plane Coordinates are used, they shall be reported in the Hawaii Zone.

d. The preferred adjusted geographic coordinates submitted in the reports shall be latitude and longitude in DD.MMSSSSSS format.

Distances – Per the Manual, Chapter II, 2-2, “the distance reported is the measurement at the mean ground elevation for the line above sea level. The distance shall be returned in ground distance.”

a. Per the Manual Chapter II, 2-42, “The law prescribes the chain as the unit of linear measure for the survey of the public lands. The majority of the PLSS has, in fact, been surveyed and reported in chain units. Diversity in survey needs and special requirements may impose the need for surveys reported in feet or meters.”

b. Since the territorial times of Hawaii through to its statehood, the U.S. Foot has been the unit of measure for all maps and legal documents and none of the lands in Hawaii were surveyed as a part of the PLSS. Therefore, it is deemed beneficial to continue to use the U.S. Foot in order to maintain continuity and consistency with records.

Determination of Bearing – Per the Manual, Chapter II, bearings returned are to be true mean. The method used must be capable of establishing a bearing within one minute of true meridian for each line surveyed. Acceptable methods include:

a. Utilizing the GNSS OPUS solutions tied to CORS network.

b. Basis of bearing determined by using local corners or survey records are not acceptable.

c. All azimuths will be reported from a South Azimuth to maintain continuity of legal descriptions and survey records. Consult the COR as needed for more clarity on reporting and returning bearings or azimuths.

Clearing for Survey Lines

a. Permission shall be obtained from adjoining landowners before any clearing is performed on lands claimed by landowners.

b. Clearing shall be kept to a minimum for the survey.

c. No timber or brush of scenic or commercial value is to be cut.

d. The Contractor shall comply with all state and Federal safety and fire prevention requirements.

e. Applicable State industrial fire level precaution/restrictions shall apply to all activities.

Boundary Line Survey & Ties

a. Where lines are designated as “lines to be resurveyed” on the special instructions diagram the contractor shall directly measure and record the following.

i. All corner monuments, including accessories, of previous surveys, whether recorded or not, along the surveyed lines.

ii. Visible signs of possession, or improvements; roads, utilities, timber cutting, mining operations, fields, gardens, fences, etc., that indicate occupation or encroachment along the boundary lines.

iii. Topographic or cultural features within 300 feet from a corner which may aid in its recovery. The Contractor shall consult the COR for applicability.

iv. Record topographic features called for in official surveys which aid in corner recovery. Section 6-23 of the Manual provides a general discussion and guidelines for use and application of topographic calls in corner recovery.

v. Distances, along the boundary line, of each boundary line marker.

b. Where lines are designated as “tie lines” on the special instructions diagram the contractor shall measure the end point of the lines to obtain the overall relationship between the corners indicated. When surveying tie lines it is not required to note intervening corners, line evidence, or topography along that line unless indicated in the special instructions or shown on the special instructions diagram.

Shoreline Boundaries – It may be necessary to determine boundaries along the shoreline based upon the lands to be surveyed and the legal document conveying said lands. Care must be taken to determine the language and intent of the legal documents. Careful consultation will be made with the COR to ensure that the intent and applicable laws, methods, and procedures for locating said boundaries are followed.

a. The following Supreme court cases have defined the location of boundaries along shorelines.

i. In Re Application of Ashford :: 1968 :: Supreme Court of Hawaii Decisions :: Hawaii Case Law :: Hawaii Law :: US Law :: Justia stated the following: “We are of the opinion that "ma ke kai" is along the upper reaches of the wash of waves, usually evidenced by the edge of vegetation or by the line of debris left by the wash of waves, and that the trial court erred in finding that it is the intersection of the shore with the horizontal plane of mean high water.”

ii. County of Hawaii v. Sotomura :: 1973 :: Supreme Court of Hawaii Decisions :: Hawaii Case Law :: Hawaii Law :: US Law :: Justia stated the following: " The trial court correctly determined that the seaward boundary lies along "the upper reaches of the wash of waves."

b. The 1970 Legislature enacted the Shoreline Setback Act being Act 136 which amended Section 205-6 of the Hawaii Revised Statutes. In the Act, " The term "shoreline" means the upper reaches of the wash of waves, other than storm and tidal waves, usually evidenced by the edge of vegetation growth, the upper line of debris left by the wash of waves, or as defined by "zone of wave action".”

c. Kazutaka Saiki, State Land Surveyor, Survey Division, State of Accounting and General Services added the following guidance that the state has generally followed”

d. The shoreline on sandy beaches is fairly well defined. Vegetation line will usually have precedence over most other factors. However, there are exceptions. If it can be proven that the "upper reaches of the wash of waves" never reaches the vegetation line throughout the year or rock formations at the top of the sandy beach would prevent vegetation from growing, the State would accept another line.

i. On rocky seacoast, the criteria are still the "upper reaches of the wash of the waves" based on the highest cyclical surf usually the high winter variety. In areas where it would be impossible for vegetation to grow, the white coloring of the rocks due to salt accumulation may be used.

ii. In other areas the top of sea pali is adopted. Where the top of sea pali is say 50 to 100 feet above the water, the acceptable line would be somewhere on the slope.

iii. The problem for the Surveyor may be accessibility to the area. If the drop is steep and nearly perpendicular, as a practical solution the top of the cliff should be adopted as the shoreline.

iv. Other problem areas we have encountered are shorelines that have seawalls that extend beyond the legally described seaward boundary. It is extremely difficult to ascertain when and under what conditions these walls were constructed. In certain instances, the State has challenged the ownership of these strips of land. The property owner is saddled with the burden of proof. Unless adjoining seashore can substantiate his claim, it would be very difficult for him to prove that accretion occurred prior to the construction of the seawall.

v. The mouth of streams may also be a problem. Presently, there are no written guidelines regarding this question. However, up to this point, the State has accepted the shoreline across the mouth of the stream extending from the vegetation line on one bank to the vegetation line on the opposite bank. The navigability of the stream nor the ownership of the bed of the stream are considered for such purpose.

Field Tablets

a. During the field work, the Contractor shall keep a record of the survey in field tablets with sufficient detail to provide complete verification of the final transcript record. Particular attention shall be given to Sections 3-222 and 5-46 of the Manual. Field tablets shall contain a complete record of data and evidence collected and shall include the following:

i. The contract and group number, task order number, or appropriate tract, survey number and abstract number assigned by the appropriate HHL entity in which the work was performed, printed in ink on the cover of each book, and each book shall be sequentially numbered.

ii. Index page which displays the location of all corners and lines surveyed by page numbers.

iii. Names and duties of each crew member, instruments used, the location of the work performed, date and weather conditions, shall be recorded each day field work is performed.

iv. Field data recorded in such a manner to allow another technically qualified person to retrace the survey without consultation with the Contractor. Penmanship shall be legible and individual characters shall not be subject to multiple interpretation.

v. Basis of true mean bearing data recorded in sufficient detail to permit an independent check.

vi. Descriptions of corners which have been established or reestablished are to have the point number or identifier from which the move was made, and the bearing and distance of the move clearly indicated before the corner description in the field tablet. (An independent check with closures of all corner moves executed and recorded in the field tablets prior to the corner description).

vii. Detailed description of all corner evidence recovered along the lines of survey.

viii. Monuments recovered shall include a complete description, including but not limited to: material (iron, stainless steel, aluminum, type of stone etc.), size (outside diameter of pipe, rod or rebar, width x width x height for stones), type of cap, marks on cap, marks on stone and direction marks are on face of stone, height above the ground or depth below ground, and stability (firmly set, loosely set, leaning, bent etc.), collar of stone, base diameter, mounds of stone, base diameter and height and location (alongside north or west of corner etc.), and any other information necessary to completely describe the monument. Photograph(s) of the corner is required as supporting evidence.

ix. Accessories recovered or established shall be described equivalent to the description of the corner monument: for bearing trees, species, health (living or dead), diameter, the condition (stump, snag, stub, windfall, root hole etc.) condition of blaze (open, healed etc.), scribe marks (visible, legible etc.) and the direction the scribe is facing, bearing and distance from the corner, if different from record so noted, and any other information necessary to completely describe the accessory.

x. Major topographic or cultural features on true line within 300 feet of a corner which aid in its recovery.

xi. xi. Record topographic features called for in official surveys which aid in corner recovery. Section 5-16 of the Manual provides a general discussion and guidelines for use and application of topographic calls in corner recovery.

xii. Ties to accessories shall be made in true mean bearings to 1/4 degree and horizontal ground distance reported to the nearest link.

xiii. Surveyor’s Certificate: The following certification made immediately following the last page used in each field tablet. The Certification statement shall state “I hereby certify that the foregoing notes represent work performed under my direct supervision” with the surveyor’s signature, date, registration number and seal, and CFedS Certification number.

b. The Contractor shall maintain the field tablets in their original state. Errors shall be lined out and not erased.

c. The original field tablets and indexes shall be furnished to the COR with both the preliminary and final project submittals.

d. The Contractor shall submit a master index of all field tablets detailing the contents of each field tablet of the project.

e. The Contractor shall include a legend of symbols denoting various corners or accessories utilized in the field tablets and submitted plats. (Reference Chapter IX, Table 9-6 Plat Corner Symbols of the Manual).

Electronic Data Collectors

If the Contractor uses an electronic data collector, the following shall be furnished to the Government.

a. A digital copy containing the original raw field data prior to manipulation or adjustment of observed raw data.

b. A separate written report showing:

i. The data format used, describing the data on the hard copy by line and column.

ii. The meaning of all descriptive codes used.

iii. A sketch of the project.

iv. An index of the data contained on each disk.

Computations

Copies of all computations shall be furnished to the COR at both the preliminary and final submittal stage.

Traverse and Coordinate Geometry (COGO) computation sheets shall list survey control point identifiers or numbers, survey field data, raw coordinate and adjusted (if used) values for survey control points and corner ties, and relative error of closure.

Survey data adjustments shall be made with a least squares network adjustment only. The results of all adjustments will be submitted to the COR before any boundary decisions are made.

COGO and proportionate measurement calculations shall be labeled and diagramed in sufficient detail to allow for review and checking of computations.

All computations shall be bound, indexed, and referenced.

Survey Control Diagram

The Contractor shall produce two legible paper plots of the survey control diagram. The diagram shall be provided after all control traverses have been completed and before any monumentation of any corners is performed. The size of each sheet is not to exceed 23 x 29 inches with a minimum size of 18 x 24 inches.

The survey control diagram shall contain the following:

a. Project group number, name of project, and task order number.

b. Contractor’s name.

c. Project location by HHL parcel identifier and contract area.

d. Date of last revision.

e. Linear scale and north arrow.

f. Plot of all surveyed points with their unique identifiers.

g. All recovered corners and monuments shall use the corner legend as indicated per the Manual, Chapter IX, Table 9-6. Any modification or additions shall be approved by the COR.

h. Bearings referring to the true meridian, and horizontal ground distances in feet between all corners, original or accepted, being used to reestablish lost corners, and temporary points for lost corners.

i. The topographic items shall have distances indicated to the nearest control corner and a brief description of the item, including the bearing to the feature.

j. A survey control diagram will also be utilized for the inholdings and related rights-of-way or the exterior or interior of a tract of land when a local survey is being evaluated for acceptance.

Space Delimited Text File

The Space Delimited Text File shall consist of an ASCII text point file with one point per line. The purpose of the file is for the Government’s direct importation of the data.

Each line of the file shall contain in the following order: a point number/identifier, an “X” coordinate (easting value), “Y” coordinate (northing value), a “Z” coordinate (optional elevation value), and a point descriptor.

The X and Y values shall be in NAD83 state plane or UTM coordinates. Point coordinates will be reported for all surveyed points and control points used.

True Line Plat

The Contractor shall prepare and furnish a true line plat. The plat shall be both a digital AutoCAD.dwg and a paper plot with a maximum size of 23 x 29 inches. It is recommended that Carlson Survey software, or equivalent, be used in conjunction with AutoCAD or a similar compatible software (Civil3D, etc.), subject to COR approval.

The true line plat shall be submitted by the Contractor to the COR as part of the preliminary submittals. The plat should display the proposed platted position of each corner in the project.

The true line plat shall contain

a. Group number, project name and contract/task order number.

b. Contractor’s name.

c. Dates of last revision.

d. A symbol for each corner of the survey will be indicated utilizing the corner legend as indicated per the Manual, Chapter IX, Table 9-6.

e. North arrow, magnetic declination, basis of bearing, legend, and bar scale.

f. All true line courses and distances and line ties in feet between found monuments.

g. Proposed positions for all corners to be established by the survey.

h. All bearings will be returned in azimuths orientated to due South will refer to the true meridian and all distances will be ground distances.

i. Sheet number and match lines when more than one sheet is used for a diagram.

j. Contractor shall certify the true line plat. The Certification Statement shall state “I hereby certify that the foregoing true line plat represent work performed by me or under my direct supervision” with the Contractor’s signature, date, registration numbers and seal, and CFedS Certification number.

True Line Plat Narrative

The narrative report shall describe the basis for recommended survey decisions and shall include a discussion of the evidence, methods, and procedures used in recommending the location of the HHL boundary and all corners in the survey including:

Any original corners not previously recovered.

Any methods of proportionate measure, and corner restorations.

Any local corners which have been recovered with the recommendation for acceptance, rejection, or non-acceptance, of the corner position, including the bearing and distance to the true line or corner position.

Monumentation.

Monumentation shall be in accordance with the Manual as is generally described in Chapter IV of the Manual unless written authorization is received from the COR for any deviation.

The Contractor shall not establish, reestablish or monument any corner without the approval of the COR. The COR will determine whether existing monuments are acceptable.

All corners requiring monumentation in this contract shall be established, reestablished, or perpetuated, by direction of the COR, using a monument provided by the Government

A digital photo which shows discernible monument markings of all set monuments and the surrounding area.

Monuments shall be firmly set. The BLM CASO standard for height of the top of the post monument (brass cap) above ground is four inches projecting above the surface of the ground. Rod monuments with cap should project one inch above the ground. Every effort shall be made to meet this standard unless ground conditions dictate otherwise (solid rock, roads, cultivated field etc.). Additional guidance regarding the construction of monuments, can be found in sections 4-9 thru 4-14 of the Manual. In those cases where a permanent monument with a cap cannot be established or where the monument would be liable to destruction, two reference monuments will be established as per Section 4-17 of the Manual. Where it is impracticable to occupy the site of a corner with a monument or mark, two witness corners will be established as per Section 4-15 of the Manual. All reference monuments and witness corners determination and location shall be approved by the COR.

Magnets provided by the Government shall be placed underneath all newly set monument posts and bronze tablets.

Monument caps and tablets shall be stamped as provided for in the Manual and as approved by the COR, in capital letters and Arabic numerals using steel dies, 1/8 or 3/16 inch in height. The Contractor's state registration number shall not be stamped or marked on any monument or corner accessory.

The monument shall be oriented with the date on the south portion of the brass cap.

Where stones are available, a mound of stones shall be placed around or near monuments in accordance with the Manual.

Marking and Posting of the boundaries will be determined as needed where there are areas of focus, or concern, and where practicable. Type and style of signs and posts will also be determined at that time to meet the conditions and requirements on the ground.

a. Boundary line posts shall be firmly set. Posts will be set on all boundary lines, within 1 foot plus/minus of true line. Posts will be set on the boundary within 6 feet of each boundary corner, one on each side. Posts will be intervisible and at a maximum interval of 330 feet. Boundary signs on the posts will face out from the Federal interest land.

Where the HHL boundary is an active water boundary no permanent monumentation on the HHL boundary is required; however, reference monuments or witness corners will be set in permanently stable locations as close as feasible to the HHL boundary. The distance between boundary corners shall not exceed 2970 feet (subject to special conditions and/or circumstances, the contractor shall consult the COR). Existing monuments of comparable durability to the monuments supplied by the Government may be used as reference monuments or witness corners with prior approval from the COR.

Where the HHL boundary has been fixed by avulsion all angle points shall be monumented.

Preliminary Field Notes

The Contractor will prepare draft field notes. Field notes are generally described in Chapter IX of the Manual.

Microsoft Word shall be used for the preparation of all field notes.

A sample of field notes with format requirements can be provided upon request.

The “Purpose and Style” is described in Section 9-6 of the Manual.

The Government will prepare the final field notes and the Contractor will be requested to sign the Certificate of Survey prior to approval of final field notes by BLM. The draft field notes shall be prepared in accordance with the Manual and will contain:

a. A cover page that includes the location of the survey, the general extent of the survey, the surveyor’s name, the dates the survey began and was completed.

b. The introductory page shall contain a history of previous surveys pertaining to the survey and resurvey, general information of how the survey was executed and the geographic position of at least two corners.

c. A detailed description of all evidence recovered, at each corner, as applicable. Any supporting evidence will be described. For example, mounds of stone, ties to bearing trees, topographic items of previous surveys, blaze line, fence corners, etc.

d. A detailed description of each monument and how it is marked.

e. A detailed list of how the corner and its accessories were perpetuated. Ties to nearby topographic items to assist others in locating the corner in the future are required. Ties shall be made to 1) all topographic items on true line and within 300 feet of corners and 2) all record topography. See the specimen field notes in the Manual for the type of information required for each topographic item.

f. Local corners including a statement of why each local corner was accepted or rejected. Local corners that are rejected shall have a bearing and distance tie to the line or true corner position.

g. An explanation and justification for how the correct location for the HHL boundary was located, and positive evidence for avulsions.

Preliminary Survey Plat

After approval from the COR, the Contractor shall create a preliminary survey plat based on the final measurements and computations used in the true line plat which represents the true line and distances between corners of the survey.

The preliminary survey plat will be the basis for the final survey record and shall not be recorded or filed with any state, county, or other entity by the contractor. It shall be substantially complete and require minimal AutoCAD edits by the Government to create a final survey plat. The BLM’s survey plat will be the final record of survey.

Preliminary plat drawings shall be prepared in AutoCAD.

Any encroachments shall be noted and measured and shall be depicted on the official plat or in an administrative drawing once the work is complete to best meet the needs to identify and address said encroachments.

Final Records and Reports

Upon completion of survey work, the Contractor shall return the field file and all its contents to the COR.

The Contractor shall include all records of the survey which have been created since the preliminary review. These records include but are not limited to record research, corner search, boundary line post measurements, field tablets, computations, control diagrams, comma delimited text files, true line diagrams and narratives.

All records submitted by the Contractor shall be organized, labeled and indexed.

CAD Drafting Requirements

All drafting shall be of high quality and to professional standards. Drawings shall be sharp, clean, distinct, and legible.

By definition, a drawing shall consist of individual sheets which shall consist of individual details inserted into the sheet drawing as blocks. The drafter shall prepare AutoCAD drawing files corresponding to details and to sheets. The file for a sheet shall be complete unto itself, such that it will display or plot the entire sheet.

All drawings shall utilize AutoCAD with a third-party software such as Carlson Survey, Civil3D, Traverse PC, etc. The use of programs that are capable of geodetic calculations shall be used in conjunction with AutoCAD. Typically, a Geodetic Inverse Report shall be submitted with CAD drawings as a deliverable.

All drawings will be in model space only unless specified.

All Contractor-produced AutoCAD drawings, menus and/or USB flash drives shall become the property of the Government and the Government shall have the right to reuse these items in future projects as it sees fit without further compensation to the Contractor.

The Government will also supply all base drawings and available symbols for use in creating new drawings. The plats will be as close as practicable with the specimen plats in the Manual.

BLM Cadastral plat base drawings are available on the enclosed USB flash drive. The Contractor produced drawings shall conform to these base drawings.

Final drawing electronic submittals

All CAD drawings, fonts, plot style tables, shall be submitted to the Government at the end of the Project on a USB flash drive or other file transfer media as approved by the COR.

Each sheet of a drawing shall be furnished as a separate CAD file that has not been purged. It is acceptable to also have one AutoCAD file containing multiple sheets submitted.

Drawing backups

The Contractor shall keep all Government work drawings, details, prints, originals, and USB flash drives in a secure location. These shall be under Contractor control at all times for the duration of the contract.

Contractor shall keep all data and drawings in a confidential manner and shall not release this information to persons outside the Contractor firm without COR approval.

Contractor shall keep a minimum of two backup copies of media of each drawing with details. One of these shall be stored off site at a secure location for the full contract period.

Plotting & plotting media

Plots will be done with ink jet plotter or laser printer on Contractor-furnished as a 23 x 29 inches sheet size.

Lines on drawings shall be black lines, although the use of color is recommended and acceptable as long as the use of color is consistent, provides greater clarity to drawing presentation and understandability.

Check plots

On return of initial check drawing set, include a USB flash drive with all drawings including all detail blocks with plot. On subsequent revisions, Contractor shall submit one updated USB flash drive so that the Government has the most current version at each submittal. Other file transfer medias are accepted as approved by the COR.

The Government will mark Contractor errors on returned check prints in red color pencil or marker, and new Government revisions in blue line check prints. Notes not to be drawn will be made in green for clarification. Return previously marked-up check print with each re-submittal. The check print will be returned to the Contractor for each drawing for correction.

Check all work against original supplied drawings for errors before returning to Government. Correct and re-plot and resubmit as necessary.

Layering, Fonts, Lettering, and Legends

BLM Cadastral standard base-drawings shall be used as the basis for all layering, fonts, lettering and legends.

These layer names are built into the BLM cadastral base drawings.

Utilize a font such as RomanS or an equivalent style. The height will be based on the standard base drawings.

Special characters such as degree symbols, diameter, ±, underlines are to be used as specified in the “Cadastral Plat Drafting Procedures” guide.

Lettering should be read as viewed top-to-bottom or with drawing rotated clockwise 90 degrees, so that the right-hand side is on the bottom. Clarity of all text, leader arrows, etc. is what is looked for.

Bearings and distances used shall be as shown on the “sample drawing.” Bearings shall be shown to the nearest minute and distances to the nearest 0.01 foot except in cases where greater precision is required. This will be specified by the COR.

Plot style tables: Only the provided Cadastral Plot Style.ctb file shall be used for pen color and line width assignments. No modification of this file is permitted. This file is included on a USB flash drive and should be loaded into AutoCAD plot styles.

Notes & Tabular Data Insertion

AutoCAD tables produced for clarity are acceptable in a recommended Comma Separated Value (CSV) format or .TXT.

Notes on sheets shall be standard ASCII (American Standard Character Interface) text files; no non-ASCII symbols shall be used. Notes over 15 lines or 200 words in length, unless otherwise indicated, shall be made as a separate Microsoft Excel sheet and shall be inserted into drawing with auxiliary to allow editing on drawing and in text file.

All .CSV files shall be included on the disks containing the AutoCAD drawing files, to allow later editing by the Government.

Notes on sheets shall be constructed using the text and symbols available in the AutoCAD Leroy font only.

Block Construction

Contractor shall be supplied with BLM CASO drawing template files.

Any blocks and details used to create drawings shall be placed on same disk as the drawing.

Drawing names

Drawings names shall be based on the date of submittal and the group number designated in the special instructions. Digits 1-8 shall be the two-digit day, two-digit month and four-digit year. Multiple sheets are acceptable in CAD.

Digit 17 shall be numeric using a dash (-) then the number of the sheet. For example, the designation HHL Parcel, HI Group XXX-4 should be used for Group No. XXX, sheet 4.

Place the sheet drawing file name, DATE & plot factor/scale on each sheet. If drawing not to scale, state such.

Scale bar - Use only the scale bar on the standard base drawings.

North arrow - Use only the north arrow on the standard base drawings.

AutoCAD system settings - The AutoCAD system settings are built into the Standard Base Drawings. No other system settings shall be used.

Final deliverable electronic media - Provide two copies on USB flash drives or other acceptable…