B08_SOL_(DRAFT)_1.pdf

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

SECTION 1 – INTRODUCTION

1.1 General

This DRAFT Solicitation 140D0426R0516 is issued as a Request for Proposal (RFP) by the United States Department of the Interior (DOI), Interior Business Center (IBC), Acquisition Services Directorate (AQD), on behalf of DOI. AQD will conduct this acquisition for Appraisal Services using in accordance with Revolutionary Federal Acquisition Regulation (FAR) Overhaul Part 12” Acquisition of Commercial Products and Commercial Services” and FAR 15 “Contracting by Negotiation.”

The applicable codes for this acquisition are as follows:

1.2 North American Industry Classification System (NAICS): 541611 “Administrative Management and General Management Consulting,” Size Standard: $24.5 Million. Other NAICS codes may be proposed.

• Product Service Code (PSC): R411 “Support-Professional: Real Property Appraisals.”

This is a total small business set aside under NAICS 541611.

1.3 Anticipated Award Type

The Government intends to award up to three (3) Firm Fixed Price (FFP) per unit and Time-and-Material (T&M) contracts, one for each Geographic Region (East Region, Central Region, and West Region), unless a single contractor is determined capable of performing work across all regions. Contractors may submit a Proposal for one, two, or all three regions.

1.4 Submission of Questions

Questions related to this RFP package must be submitted electronically via email only to:

Contracting Officer (CO) Morgan Schickler; morgan_schickler@ibc.doi.gov, and Contract Specialist (CS) Jacqueline Hernandez; jacqueline_hernandez@ibc.doi.gov.

No later than April XX, 2026, 10:00AM EST*. All questions must be received in writing;

no oral questions will be accepted. All e-mail inquiries must include “Questions – RFP # 140D0426R0516” in the subject line.

*Revised date and time will be provided when final solicitation is released.

[END OF SECTION 1]

mailto:morgan_schickler@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov

SECTION 2 – STATEMENT OF WORK

Statement of Work (SOW) for

Department of the Interior (DOI)

April 7, 2026

2. GENERAL INFORMATION

2.1. Background:

The DOI is the cabinet-level federal agency responsible for the stewardship and sustainable management of the nation’s public lands, natural resources, and cultural heritage. Through its bureaus—including the Bureau of Land Management (BLM), National Park Service (NPS), U.S. Fish and Wildlife Service (USFWS), Bureau of Reclamation (BOR), and Bureau of Indian Affairs (BIA)—DOI manages over 500 million acres of public lands and associated resources, supporting conservation, recreation, energy and mineral development, water projects, and tribal programs.

To fulfill its mission, DOI relies on valuation services to provide independent, credible, and legally defensible valuations of federal lands, property rights, and natural resources.

In general DOI valuation service needs include appraisals, feasibility studies, market studies, alternative valuation method work products, and data sourcing. The vast majority of valuation services are for appraisals, which are essential for: fee and less than fee land acquisitions, procurement of leased space, out leasing of Government property, issuance of right-of-way permits or other partial interests, disposals, and land exchanges. Valuation services are for resources such as but not limited to; undeveloped, recreational and agricultural land, residential, commercial, industrial, special use properties, timber, minerals, and water rights; and calculation of damages or restitution in cases of trespass or unauthorized use.

Through these services, DOI ensures fair compensation, responsible fiscal stewardship, and informed decision-making in the management of public lands and resources. By integrating technical appraisal expertise with federal policy and program objectives, DOI can effectively balance resource development, environmental protection, and public benefit.

2.2. Purpose & Objective:

Purpose

The purpose of this effort is to acquire integrator program management and valuation support services through qualified industry partners to assist the DOI in delivering consistent, defensible, and timely valuation products. The integrator, henceforth referred to as contractor, will coordinate with industry experts, DOI program offices, and other stakeholders to ensure a centralized, streamlined, and efficient approach to the valuation activities required across the Department.

The contractor is expected to subcontract most valuation services to qualified local valuation companies.

Objective The objective is to provide DOI with accurate, timely, and actionable valuation information that supports informed decision making for land and asset-related activities. Contractors shall deliver independent, professional valuation services that comply with all federal laws, regulations, policies, and applicable appraisal standards, including the Uniform Standards of Professional

Appraisal Practice (USPAP) and the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA, Yellow Book). The integrators will support the Government by coordinating program activities, coordinating workflow, ensuring quality assurance, and maintaining consistency in valuation processes across designated geographic regions.

The contractor is also required to design, develop, and continuously maintain a functional live dashboard throughout the period of performance.

Contract Awards Up to three Firm Fixed Price per unit and T&M contracts may be awarded, one for each geographic region (East, Central, West). A single award may be issued if one contractor is determined capable of fulfilling all regional requirements.

2.3. Scope:

This scope of this requirement includes the coordination by the contractor(s) of all requirements associated with federal appraisal and appraisal related service delivery.

Valuation services include but are not limited to appraisals; feasibility studies; market studies; data sourcing; and consultation services (e.g., comparable sales/rental data, reviews of landowner’s appraisal, landowner conferences, and field review assistance), and the procurement of other real estate appraisal related services etc.

Coordination also includes the designing, developing, and continuously maintaining a functional live dashboard throughout the period of performance.

DOI valuation service is generally defined within three geographic areas of the country, as described below:

• East Region: CT, ME, MA, NH, RI, VT, NJ, NY, PA, DE, DC, FL, GA, MD, NC, SC, VA, WV

• Central Region: AL, KY, MI, TN, AR, LA, OK, TX, IL, IN, MI, OH, WI, IA, KS, MN, MS, NE, SD, ND

• West Region: AK, AZ, CO, ID, MT, NV, NM, UT, WY, CA, HI, OR, WA

From 2023 – 2025 the number of appraisal services by region are reflected in the table below:

Region No. Appraisal East 167

Central 4162 West 5783

This data in the table above is based on closed cases in Appraisal & Valuation Information System (AVIS), and associated to region by the state the work was completed in. Cases closed without a designated state were allocated to regions proportionally. This data is to provide the contractor with a general idea of service volume within the respective regions.

2.4. Ordering:

2.4.1. Issuance of Service Orders (Appraisals)

Appraisal valuations issued under the contract will be called service orders. Service order forms will be issued by an Ordering Official. Each service order form will include:

• The type of appraisal or service required

• The purpose of the assignment

• An assignment-specific scope of work

• Any applicable conditions or requirements

• Recommended pricing category

• See 2.4.4 below for service order process

2.4.2. Authorized Use of the Valuation Services Contract(s)

• The Contract(s) may be used only by Department of the Interior Bureau’s and Office’s for valuation services as identified in this Statement of Work.

• Ordering Official’s may request reports, clarifications, or other information as necessary to monitor contract performance.

2.4.3. Reporting: The contractor shall maintain a live dashboard that enables the Government to access and generate reports. Additional requirements for the live dashboard are provided in Section 2.5.6 of the SOW.

2.4.4. Service order process:

The Government will place service orders for valuation services under this contract following the procedures below. All service orders must align with the pricing categories and CLIN structure described in Section 4.

Step Action Reference/Notes

1 The Ordering Official identifies a need for appraisal services. N/A

The DOI Bureau or Office provides the contractor with the service order form and scope of work to include property description, all exhibits, etc., and indicate the applicable pricing category for the appraisal.

Categories 1–10 as defined in the valuation pricing table and consulting and support services T&M categories

The contractor has three (3) business days to confirm agreement with the selected category and provide a Firm Fixed Price (FFP) within the agreed category.

If the contractor does not agree, the matter is submitted to the CO for resolution.

Upon service order approval, the contractor shall begin work immediately in accordance with the agreed category definition and service order scope of work. Contractor submits final

Work must comply with scope, deliverables, and FFP requirements.

approved service order to the CO and Cc’s Ordering Official.

6 Initial Appraisal Report delivery

The contractor shall submit an invoice for 25% of the total scope of work cost through Invoice Processing Platform (IPP.gov) upon acceptance of the initial appraisal report.

7 The contractor submits the completed appraisal and deliverables

Deliverables must meet scope, quality, and timeline requirements for the assigned category

8 The Government reviews and approves deliverables.

The contractor shall submit the final invoice, in the amount of 75% of the total scope of work cost, through IPP.

2.4.5. Authorized Users:

Ordering Official under the contract(s) are individuals delegated ordering authority in accordance with agency procedures. Only authorized Ordering Officials may issue service orders against the contract(s).

The Ordering Official for each requirement will be identified at the time of service order issuance. The designated Ordering Official will be responsible for technical coordination, clarification of requirements, and oversight of performance under the applicable service order.

2.5. General Requirements:

The Contractor will use a multitude of appraisal service companies to meet service delivery requirements. The Government will provide the Contractor with a listing of appraisal companies that may be eligible to complete the assignment. This list identifies all appraisal companies, including subcontractor companies, who have previously worked for the Government. It is the Contractor’s responsibility to ensure the applicable subcontractors are listed and reflect the applicable certifications. No other subcontractors are authorized to perform the work unless authorized by the Government.

Appraisal services companies are expected to adhere to the terms of the agreement.

Valuation services must be completed by the established deadlines. Extensions to service order deliverable dates will not be granted, and extensions to accommodate appraisal companies will not be authorized.

General requirements for valuation services are as follows:

2.5.1. VALUATION ASSIGNMENTS

• Only the assigned Government Review Appraiser or CO can modify the scope of the appraisal (in writing).

• This appraisal assignment will be an engagement between the Contractor and the client. The Contractor and its subcontractor must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the Government Review Appraiser and CO.

2.5.2. CERTIFICATION

• The Contractor must have the required licensure in accordance with Public Law 118-230, as well as the necessary expertise associated with the valuation service.

2.5.3. APPRAISAL REPORTS

• Unsigned and draft appraisal reports will not be accepted as a final report.

• The service order form, and other assignment instructions must be included in the addenda to the appraisal report. References to these documents should be provided in the body of the report. Confidential information should be reported in a manner consistent with USPAP and UASFLA.

• Appraisal reports should conform to the sequence and content governed by the applicable regulations to include the Uniform USPAP, UASFLA, if applicable, and departmental and bureau-specific governance.

• All appraisal reports shall include a discussion of market activity, historic market trends and a market analysis of the subject property type.

• UASFLA appraisal reports must include color photographs of all comparable sales from a terrestrial point of view, unless granted a waiver by the Government in writing to use aerial photographs or satellite imagery, in which case, the appraisal report should include source citation of the source and date of the aerial photographs.

• The effective date of the appraisal report must be no later than thirty (30) calendar days prior to the submission of the signed, completed appraisal report, unless the Government approves in advance other conditions in writing.

• The type and purpose of the appraisal report, hypothetical conditions, extraordinary assumptions, and performance period will be discussed and agreed upon between the Federal Government and the Contractor at the time of the appraisal assignment.

2.5.4. SITE INSPECTION

• The appraiser company performing the work must inspect the subject property and all comparable market data used in the appraisal, unless the Government has approved other conditions in writing.

• The inspection of the subject property must be coordinated with the Government in advance, if required.

• Licensed associate appraisers may accompany the contractor appraiser performing the work on inspections, but they are not authorized to complete the inspections without the contractor signatory appraiser present.

• The property owner(s), or owner’s representative, must be given the opportunity to accompany the contractor appraiser on the property inspection, and noted in the appraisal.

2.5.5. HIGHEST BEST USE

• Upon completion of the Highest and Best Use analysis, the Contractor/subcontractor must discuss the conclusions with the Government prior to delivery of contract deliverables.

2.5.6. PRE-WORK MEETING & STATUS UPDATES

• The Contractor is required to attend a pre-work meeting within 7 days of service order approval (or otherwise identify that the meeting requirements will be outlined in each service order). The pre-work meeting occurs prior to the inspection of the property. The purpose of the meeting is to discuss the requirements and the expectations of the Government and may include private property owner(s) and other stakeholders, if applicable. The Government Review Appraiser (if different from the Ordering Official) will coordinate the date and time with the Contractor.

• The Contractor is responsible for ensuring subcontractors are present at the pre-work meetings.

2.5.7. LIVE REPORTING DASHBOARD

The Contractor must provide the Government with a live dashboard that readily communicates the status of all appraisal assignments. The dashboard may include data points like the following, but not limited to:

• Active valuations

• Current status

• Valuations awaiting assignment

• Upcoming deadlines

• Number of service orders issued

• Service order track number

• Period of performance

• Funding status

• Performance status

2.5.8. COMMUNICATION & DISCLOSURES

• Any communication between the client and the Contractor that pertains to the appraisal review (i.e., review questions, comments, concerns, etc.) is confidential.

• If including any proprietary information in the appraisal, the Contractor must gain concurrence from the Government Review Appraiser and deliver the proprietary information in a separate attachment.

• When the Contractor selected to perform the work has performed any services regarding the subject property within the prior three years, the selected Contractor must disclose this to the Government prior to engagement.

• The client will be identified in each service order. The client for each service order is the sole client. The Contractor and its sub-contractors may not communicate assignment results to any party except the client, unless authorized to do so in writing by the client. The client will provide a list of intended users.

• If the Contractor or its subcontractors discovers material facts which differ from those provided by the client or encounters circumstances which prevent the contractor/subcontractor from developing an unbiased appraisal, the Contractor must contact the Government for instructions.

• Any communication with the bureau realty contact or property owner shall be reported to the assigned Government Review Appraiser, as required.

• If the Contract appraiser performing the work encounters any intractable facts, laws, or appraisal methodology requiring resolution, they must contact the Government Review Appraiser immediately for direction.

2.6. Valuation Service Definitions

A range of valuation services exists within the Government. The valuation and review activities for the assets, rights, or considered interests drive the valuation service and assignment type. With each assignment type there are specialized requirements the Contractor must adhere to.

The charts below provide general terms and their respective descriptions related to valuation services, to include methods of acquisition, property interests / estates acquired, property types consultation services, and support services.

Methods of Acquisition

Type Description

Agreement A legally binding pact made between two or more people or entities

Condemnation (last resort) Properties may be acquired through eminent domain

Disposals Properties may be sold or otherwise disposed of in accordance with law

Donations Private individuals, public municipalities and non-profit organizations may choose to donate property and upon request may request an appraisal

Exchanges Properties may be exchanged upon mutual agreement by both parties.

Purchases Properties may be acquired by purchase Reservations of Use and Occupancy

Landowners may reserve rights that are memorialized in a use and occupancy agreement

Property Interests/Estates Acquired

Type Description

Business Value Government owned property can be made available to operate necessary and appropriate visitor services

Easement Property that is less than the entire fee simple estate such as conservation easements

Fee Property that represents absolute ownership, unencumbered by any other interest or estate, subject only to governmental limitations.

Improvement Permanent additions to real property that enhance its value and are designed to make the property more useful or valuable, as distinguished from ordinary repairs

Leases Property may be leased for a predetermined leasing period for lands and or improvements

Mineral rights Property ownership of subsurface resources Personal Property Tangible assets not fixed to the land

Water rights

Property that allows access to and use of bodies of water;

properties that may be subject to specific jurisdictional regulations; such as navigational servitude; or properties that include specific surface or irrigation water rights

Property Types

Type Description Agricultural Land used for farming or relating farming purposes Commercial Property used for commercial purposes Industrial Property used for industrial purposes

Mineral / Mining Land containing mineral resources or mining assets, to include mining rights, mining properties, or mineral resources

Residential Property used for residential purposes

Right of Way (ROW)

Use of a portion of land for public or private infrastructure such as roads, pipelines, powerlines, or access routes—without purchasing the full ownership of the property

Special Use Property that has limited marketability and utility such as religious buildings

Timber Land containing merchantable timber of suitable for the growth of merchantable timber, and may include timber cruise

Trespass Monetary damage caused by unauthorized use, occupation, or removal of resources from federal land or property

Water Rights Access and use of water from a specific source separate from or in connection with land

Water Storage Containment and management of water for future use, to include the right, facility, and capacity to store water

Consultation Services

Consultation services involve an engagement to provide a real estate valuation service analysis, opinion, conclusion, or other service that does not fall within the definition of appraisal such as:

Service Description Comparable sales/rental study

Establishing a reasonable price for an asset based on recent prices for similar assets

Data Sourcing Gathering of information about properties, markets, transactions, and related factors essential for planning and feasibility considerations

Field Review Assistance Onsite inspection with DOI staff to verify accuracy of an appraisal report and associated analysis

Landowner conference Meeting to establish and understand landowner’s concerns/questions regarding assignment conditions, etc.

Review of Landowner’s appraisal

Independent evaluation of an appraisal report to ensure its accuracy, compliance, and integrity, serving as a quality control measure in real estate.

Sales and Rental data Quantitative information collected for applicable sales and rental market information

Support Services To ensure creditable valuation results, support services may be necessary for some assignments, including but not limited to: Environmental Site Assessments; Surveys;

Title Reports, Architectural Reports, Condition Assessments, Timber Cruises, and Mineral Reports. Any required support services must comply with governing federal laws, regulations and policies.

Service Description Environmental Site Assessments

In accordance with 602 Departmental Manual (DM) 2.

Real Property Condition Assessments

The process of periodic physical inspection, assessment, measurement and interpretation of the resultant data to indicate the condition of a specific asset so as to determine the need for some preventative or remedial action. It is a crucial part of asset management to determine its current condition, remaining useful life and estimated cost to correct any deficiencies.

Resource Reports (Mineral, Timber, etc.)

A report that provides information about resources such as mineral deposits, timber, water and other resources of potential value.

Title In accordance with Regulations of the Attorney General Governing the Review and Approval of Title for Federal Land Acquisitions (2016), as may be amended.

2.7. Specialized Requirements

Specialized requirements related to appraisal reports; appraiser licenses, credentials and qualifications; as well as specialized requirements for environmental site assessment and title support services are outlined below.

2.7.1. Appraisal Reports: The Government will identify the associated report requirements with service order. Acceptable appraisal report formats are outlined below.

• Appraisal Report Format- Must be prepared in compliance with the Uniform

Act 49CFR, Part 24 and the USPAP and the UASFLA, aka Yellow Book, when applicable.

• Narrative (Comprehensive) Reports: These are detailed, comprehensive documents that function like a thesis or a complete overview of the property and the appraisal process. They fully disclose all data and analyses and are appropriate when a high level of information is required.

• Form (Summary) Reports: These are shorter, more concise reports that summarize findings, similar to a property report card. They are often used for residential appraisals and when a quicker turnaround is needed.

• Restricted Appraisal Report: A specific format recognized by USPAP, this is the most concise option and is intended for the use of only one intended user, usually the client. It contains minimal detail and is not suitable for situations where other parties need to understand the report.

• Feasibility Reports – Commonly used in situations where there is a need for a quick estimate of value, such as legislative cost estimates for portfolio analysis.

They are less formal than appraisal reports and may not require adherence to specific appraisal standards or regulations.

• Market Studies - Analyze market trends, customer behavior, and the effectiveness of marketing strategies to inform business decisions.

• Analytical Reports: Provide in depth analysis of a specific issue or problem, often including recommendations based on the findings.

• Evaluation Reports: Assess the effectiveness of a program, project, or product, often used to inform future decisions.

• Survey Reports: Present findings from surveys, including data analysis and interpretations of the results.

• Research Reports: Document the findings of a research project, including methodology, data analysis, and conclusions.

• Resource Reports: There is no specific report format for these types of reports, and the contractor should defer to industry standards for appropriate report format, unless the contractor is provided specific instruction in the SOW.

• Condition Assessment Reports- The SOW will identify scope and report format for applicable condition assessment report as it depended on the level of detail need for the assignment.

• Environmental Report - The Phase I ESA report shall include all sections described under AAI and ASTM E1527-21, specifically Appendix X5, and include the requirements of Section 12 of ASTM E1527-21.

2.8. Appraisal Requirement

The following appraiser requirements apply to all valuation assignments, as required:

2.8.1. Licensing & Credentials

• State Certification - The contractor performing the work must hold a current

Certified General Appraiser license or have the ability to obtain a temporary practice permit to conduct the appraisal in the designated state. A copy of the contractor’s valid State Certified General Appraiser license must be included in the proposal. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a copy of his/her current license from that state.

• Professional Designations/Licensed Appraisal Instructors - A designation from a recognized professional appraisal organization, or a contractor that is a licensed appraisal instructor will be considered but is not required. If the contractor is a member of a professional organization or licensed appraisal instructor, this should be identified in their Appraiser Statement of Qualifications with the name of the organization, and the level, type, or category of such membership/licensure.

• Licensed Associate Appraiser Requirements - Licensed associate appraisers may perform work on appraisals provided that proposals for each award identify and outline the roles and responsibilities of each Licensed Associate Appraiser anticipated to participated in the assignment development and/or report writing.

Licensed Associate Appraiser qualifications must be included with the proposal along with a copy of their state appraiser license. No other associates may work on the award without prior written authorization from the client. If Licensed Associate Appraisers contribute to the development and/or report writing of the appraisal, their assistance must be detailed in the scope of work and certification of the appraisal report. If the contractor does not list anyone else as providing assistance in the proposal, it is expected that the contractor is doing 100 percent of the research, verifications, property inspections, valuation analyses and appraisal writing.

2.8.2. Qualifications

• Technical competency - The contracted appraiser performing the work must possess at least five years of experience completing appraisal assignments similar in assignment type, property type, intended use and applicable standards.

The Contractor may be asked to supply evidence of technical competency prior to the client engagement of the subcontractor.

• Geographic competency - The contracted appraiser performing the work must possess the geographic competency to complete the assignment described in each solicitation. If the contracted appraiser does not possess adequate geographic competency, this must be disclosed in the proposal along with a description of how the contracted appraiser performing the work will gain geographic competency.

2.9. Support Services

2.9.1. Environmental Specialist Requirements

The Phase I ESA shall be conducted by an Environmental Professional (EP). An EP is someone who meets the qualifications as defined in 40 CFR § 312.10(b) and as further described in Appendix X2 of ASTM E1527-21. The Phase I ESA report shall contain language specifying that an EP has conducted the ESA (ASTM E1527- 21 sec. 12.14) and shall include the statements set forth in 40 CFR § 312.21(d).

Per ASTM 1527-21: The environmental site assessment must be conducted by the environmental professional or conducted under the supervision or responsible charge of the environmental professional.

2.9.2. DEFINITION OF ENVIRONMENTAL PROFESSIONAL AND

RELEVANT EXPERIENCE THERETO, PURSUANT TO 40 C.F.R. § 312.10

2.9.2.1. Environmental Professional means:

2.9.2.1.1. A person who possesses sufficient specific education, training, and experience necessary to exercise professional judgment to develop opinions and conclusions regarding conditions indicative of releases or threatened releases (see § 312.1(c)) on, at, in, or to a property, sufficient to meet the objectives and performance factors in §§ 312.20(e) and (f).

2.9.2.1.2. Such a person must: (i) hold a current Professional Engineer’s or

Professional Geologist’s license or registration from a state, tribe, or U.S.

territory (or the Commonwealth of Puerto Rico) and have the equivalent of three (3) years of full-time relevant experience; or (ii) be licensed or certified by the federal government, a state, tribe, or U.S. territory (or the Commonwealth of Puerto Rico) to perform environmental inquiries as defined in § 312.21 and have the equivalent of three (3) years of full-time relevant experience; or (iii) have a Baccalaureate or higher degree from an accredited institution of higher education in a discipline of engineering or science and the equivalent of five (5) years of full-time relevant experience; or (iv) have the equivalent of ten (10) years of full-time relevant experience.

2.9.2.1.3. An environmental professional should remain current in his or her field through participation in continuing education or other activities.

2.9.2.1.4. The definition of environmental professional provided above does not preempt state professional licensing or registration requirements such as those for a professional geologist, engineer, or site remediation professional. Before commencing work, a person should determine the applicability of state professional licensing or registration laws to the activities to be undertaken as part of the inquiry identified in § 312.21(b).

2.9.2.1.5. A person who does not qualify as an environmental professional under the foregoing definition may assist in the conduct of all appropriate inquiries in accordance with this part if such person is under the supervision or responsible charge of a person meeting the definition of an environmental professional provided above when conducting such activities.

2.9.2.2. Relevant Experience:

2.9.2.2.1. Relevant experience, as used in the definition of environmental professional in this section, means: participation in the performance of all appropriate inquiries investigations, environmental site assessments, or other site investigations that may include environmental analyses, investigations, and remediation which involve the understanding of surface and subsurface environmental conditions and the processes used to evaluate these conditions and for which professional judgment was used to develop opinions regarding conditions indicative of releases or threatened releases (see § 312.1(c)) to the subject property.

2.9.3. Title Examiners

Per Regulations of the Attorney General Governing the Review and Approval of Title for Federal Land Acquisitions (2016), Section 3.2, the following requirements apply when selecting a Title Examiner:

• The record title examination must be obtained from a title examiner or title insurance company deemed competent to provide it by the reviewing attorney.

Nationwide, title insurance companies are the most readily available sources for title examination. Title insurers authorized by state law to conduct business in the jurisdiction where the subject land is located and who hold membership in the American Land Title Association (ALTA) or Texas Land Title Association (TLTA) may be considered competent to examine title in the absence of adverse information.

• At a minimum, a provider of title evidence must be licensed if licensing is required by applicable laws in the state where the real property is located. Title examiners must have no financial interest in the land to be acquired, nor be related to or affiliated with a seller or donor.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

[END OF SECTION 2]

SECTION 3 - GENERAL CONTRACT TERMS AND CONDITIONS

3.1 Period of Performance

The period of performance for the Contract(s) will consist of a one-year Base Period beginning July 1, 2026, followed by four (4) one-year Option Periods, as outlined in the table below. If all options are exercised, the total period of performance will not exceed five (5) years. Continued performance under the Contract(s) is contingent upon the availability of funds and the Contractor’s acceptable level of performance.

Base Period July 01, 2026 – June 30, 2027 Option Period 1 July 01, 2027 – June 30, 2028 Option Period 2 July 01, 2028 – June 30, 2029 Option Period 3 July 01, 2029 – June 30, 2030 Option Period 4 July 01, 2030 – June 30, 2031

3.2 Administrative Considerations

All questions and concerns during performance of this effort shall be directed to the CO, CS, and COR identified below:

● The CO for this effort is as follows:

Morgan Schickler Department of the Interior Interior Business Center Acquisition Services Directorate Email: morgan_schickler@ibc.doi.gov

● The CS for this effort is as follows:

Jacqueline Hernandez Department of the Interior Interior Business Center Acquisition Services Directorate Email: jacqueline_hernandez@ibc.doi.gov

● Note: The COR for this will be provided at time of award.

3.3 CLAUSES

FAR 52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

http://acquisition.gov/far/index.html;

The following clauses are hereby incorporated by reference:

Name Title 52.203-3 Gratuities Apr 1984 mailto:morgan_schickler@ibc.doi.gov http://acquisition.gov/far/index.html

52.203-6 Restrictions on Subcontractor Sales to the Government-- Alternate I Jun 2020

52.203-12 Limitation on Payments to Influence Certain Federal Transactions Jun 2020

52.203-13 Contractor Code of Business Ethics and Conduct Nov 2021 52.203-17 Contractor Employee Whistleblower Rights Nov 2023 52.204-13 System for Award Management—Maintenance Oct 2018 52.204-14 Service Contract Reporting Requirements Oct 2016

52.204-19 Incorporation by Reference of Representations and Certifications Dec 2014

52.209-6 Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment Jan 2025

52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters Oct 2018

52.209-10 Prohibition on Contracting with Inverted Domestic Corporations Nov 2015

52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services Nov 2023

52.212-4 Contract Terms and Conditions—Commercial Products and Commercial Services; Alternate I Nov 2021

52.219-6 Notice of Total Small Business Set-Aside Mar 2020 52.219-8 Utilization of Small Business Concerns Jan 2025 52.219-13 Notice of Set-Aside of Orders Mar 2020 52.219-14 Limitations on Subcontracting Oct 2022 52.219-28 Post-Award Small Business Program Re-representation Jan 2025 52.222-3 Convict Labor Jan 2003 52.222-35 Equal Opportunity for Veterans Jun 2014 52.222-36 Equal Opportunity for Workers with Disabilities Jun 2020 52.222-37 Employment Reports on Veterans Jun 2020

52.222-40 Notification of Employee Rights Under the National Labor Relations Act Dec 2010

52.222-41 Service Contract Labor Standards Aug 2018 52.222-42 Statement of Equivalent Rates for Federal Hires May 2014

52.222-43 Fair Labor Standards Act and Service Contract Labor Standards- Price Adjustment (Multiple Year and Option Contracts) Aug 2018

52.222-44 Fair Labor Standards Act and Service Contract Labor Standards- Price Adjustment May 2014

52.222-50 Combating Trafficking in Persons Oct 2025

52.222-51 Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment—Requirements

May 2014

52.222-54 Employment Eligibility Verification Jan 2025

52.222-55 Minimum Wages for Contractor Workers Under Executive Order 14026 Jan 2022

52.222-62 Paid Sick Leave Under Executive Order 13706 Jan 2022 52.223-23 Sustainable Products and Services May 2024

52.226-7 Drug-Free Workplace May 2024

52.226-8 Encouraging Contractor Policies to Ban Text Messaging While Driving May 2024

52.229-12 Tax on Certain Foreign Procurements Feb 2021 52.230-2 Cost Accounting Standards Jun 2020 52.230-3 Disclosure and Consistency of Cost Accounting Practices Jun 2020 52.230-6 Administration of Cost Accounting Standards Jun 2010 52.232-18 Availability of Funds Apr 1984

52.232-33 Payment by Electronic Funds Transfer—System for Award Management Oct 2018

52.232-39 Unenforceability of Unauthorized Obligations Jun 2013

52.232-40 Providing Accelerated Payments to Small Business Subcontractors Mar 2023

52.233-3 Protest After Award Aug 1996 52.233-4 Applicable Law for Breach of Contract Claim Oct 2004 52.240-91 Security Prohibitions and Exclusions Dec 2025 52.242-13 Bankruptcy Jul 1995 52.242-15 Stop-Work Order Apr 1984

52.244-6 Subcontracts for Commercial Products and Commercial Services (DEVIATION) Mar 2025

(End of clause)

FAR 52.217-9 Option to Extend the Term of the Contract (Mar 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within one (1) day, provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least three 3 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed five (5) years.

FAR 52.219-14 Limitations on Subcontracting (DEVIATION OCT 2022)

(a) This clause does not apply to the unrestricted portion of a partial set-aside.

(b) Definition. Similarly situated entity, as used in this clause, means a first-tier subcontractor, including an independent contractor, that—

(1) Has the same small business program status as that which qualified the prime contractor for the award (e.g., for a small business set-aside contract, any small business concern, without regard to its socioeconomic status); and

(2) Is considered small for the size standard under the North American Industry Classification System (NAICS) code the prime contractor assigned to the subcontract.

(c) Applicability. This clause applies only to—

(1) Contracts that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(2) Part or parts of a multiple-award contract that have been set aside for any of the small business concerns identified in 19.000(a)(3);

(3) Contracts that have been awarded on a sole-source basis in accordance with sections 19.105, 19.106, 19.107, and 19.108;

(4) Orders expected to exceed the simplified acquisition threshold and that are set aside for small business concerns under multiple-award contracts, as described in 8.4 and 16.5;

(5) Orders, regardless of dollar value, that are set aside in accordance with sections 19.105, 19.106, 19.107, and 19.108 under multiple-award contracts, as described in 8.4 and 16.5; and

(6) Contracts using the HUBZone price evaluation preference to award to a HUBZone small business concern unless the concern waived the evaluation preference.

(d) Independent contractors. An independent contractor shall be considered a subcontractor.

(e) By submission of an offer and execution of a contract, the Contractor agrees that in performance of a contract assigned a North American Industry Classification System (NAICS) code for—

(1) Services (except construction), it will not pay more than 50 percent of the amount paid by the Government for contract performance to subcontractors that are not similarly situated entities.

Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both services and supplies, the 50 percent limitation shall apply only to the service portion of the contract;

(2) Supplies (other than procurement from a nonmanufacturer of such supplies), it will not pay more than 50 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 50 percent subcontract amount that cannot be exceeded. When a contract includes both supplies and services, the 50 percent limitation shall apply only to the supply portion of the contract;

(3) General construction, it will not pay more than 85 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 85 percent subcontract amount that cannot be exceeded; or

(4) Construction by special trade contractors, it will not pay more than 75 percent of the amount paid by the Government for contract performance, excluding the cost of materials, to subcontractors that are not similarly situated entities. Any work that a similarly situated entity further subcontracts will count towards the prime contractor's 75 percent subcontract amount that cannot be exceeded.

(f) The Contractor shall comply with the limitations on subcontracting as follows:

(1) For contracts, in accordance with paragraphs (c)(1), (2), (3) and (6) of this clause— [Contracting Officer check as appropriate.]

□ By the end of the base term of the contract and then by the end of each subsequent option period; or

□ By the end of the performance period for each order issued under the contract.

(2) For orders, in accordance with paragraphs (c)(4) and (5) of this clause, by the end of the performance period for the order.

(g) A joint venture agrees that, in the performance of the contract, the applicable percentage specified in paragraph (e) of this clause will be performed by the aggregate of the joint venture participants.

(1) In a joint venture comprised of a small business protégé and its mentor approved by the Small Business Administration, the small business protégé shall perform at least 40 percent of the work performed by the joint venture. Work performed by the small business protégé in the joint venture must be more than administrative functions.

(2) In an 8(a) joint venture, the 8(a) participant(s) shall perform at least 40 percent of the work performed by the joint venture. Work performed by the 8(a) participants in the joint venture must be more than administrative functions.

Limitation on Subcontracting Report In order to ensure compliance with 52.219-14 Limitations on Subcontracting (DEVIATION OCT 2022), the contractor shall also submit a report (Attachment 4) to the Contracting Officer 60 days prior to the end of the base period and all option periods during the contract performance. If the Contractor’s costs* are below the minimum performance measures stipulated at FAR 52.219-14 (Deviation), the Contractor shall provide a detailed mitigation plan on how it is going to cure its failure to comply with 52.219-14 (Deviation). This mitigation plan shall be provided to both the Small Business Administration and the Contracting Officer. The Contracting Officer will evaluate the plan to assess the adequacy. This clause does not limit the rights and remedies of the government under other contract clauses, including but not limited to the default or termination provisions of the contract.

*As stipulated in FAR 52.219-14 (DEVIATION OCT 2022)

FAR 52.252-6 Authorized Deviations in Clauses (Apr 1984)

(a) The use in this solicitation or contract of any Federal Acquisition Regulation (48 CFR Chapter 1) clause with an authorized deviation is indicated by the addition of “(DEVIATION)” after the date of the clause.

(b) The use in this solicitation or contract of any Department of the Interior (48 CFR Chapter 14) and Health and Human Services (48 CFR Chapter 3) clause with an authorized deviation is indicated by the addition of “(DEVIATION)” after the name of the regulation.

DOI-AAAP-0028 Electronic Invoicing and Payment Requirements – Invoice Processing Platform (IPP) (February 2021) Payment requests must be submitted electronically through the U. S. Department of the Treasury's Invoice Processing Platform System (IPP).

"Payment request" means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions – Commercial Items included in commercial item contracts. The IPP website address is: https://www.ipp.gov.

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice:

Invoice Contents: Invoices will be paid upon approval and acceptance by the Government COR.

Invoices must include, as a minimum, the following information:

• Contractor name

• Contractor address

• Service order No.

• Invoice date and number

• Billing Period for the services performed

• FFP Deliverable (if FFP)

• Labor Category (if applicable)

• Labor Rates (if applicable)

• Labor Hours (if applicable)

• ODC Total with corresponding breakout (if applicable)

• Additional supporting documentation MAY BE REQUESTED at the discretion of the

COR.

The Contractor must use the IPP website to register, access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of St. Louis (FRBSTL) within 3 – 5 business days of the contract award date. Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email IPPCustomerSupport@fiscal.treasury.gov or phone

(866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

Department of the Interior Acquisition Regulation (DIAR) 1452.201-70 Authorities and delegations. Authorities and Delegations (SEP 2011) As prescribed in section 1401.670-1, insert the following clause:

(a) The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

(b) The Contracting Officer will designate a Contracting Officer's Representative (COR) at time of award. The COR will be responsible for technical monitoring of the contractor's performance and deliveries. The COR will be appointed in writing, and a copy of the appointment will be furnished to the Contractor. Changes to this delegation will be made by written changes to the existing appointment or by issuance of a new appointment.

https://www.ipp.gov/ mailto:IPPCustomerSupport@fiscal.treasury.gov

(c) The COR is not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes or may change this contract;

(2) Waive or agree to modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the Contractor's right to proceed;

(5) Obligate in any way, the payment of money by the Government.

(d) The Contractor shall comply with the written or oral direction of the Contracting Officer or authorized representative(s) acting within the scope and authority of the appointment memorandum. The Contractor need not proceed with direction that it considers to have been issued without proper authority. The Contractor shall notify the Contracting Officer in writing, with as much detail as possible, when the COR has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR's appointment, within 3 days of the occurrence.