GS-05P-16-FA-D-7000_Appraisal_Solicitation.pdf

GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA

REQUEST FOR QUOTATION

(RFQ)

U.S. GENERAL SERVICES

ADMINISTRATION

Acquisition Management Division 230 S. Dearborn Street, 36th Floor

Chicago, IL 60604

TThhiiss pprrooccuurreemmeenntt iiss ooppeenn ttoo aallll bbuussiinneessss ccoonncceerrnnss

PPRROOJJEECCTT::

Indefinite Delivery Indefinite Quantity (IDIQ) Appraisal and Consulting Services

GSA, PBS, Great Lakes Region, Region 5 Illinois, Indiana, Michigan, Minnesota, Ohio, Wisconsin

SSOOLLIICCIITTAATTIIOONN NNOO:: GS-05P-16-FA-D-7000

IISSSSUUEE DDAATTEE:: July 06, 2016

CCLLOOSSIINNGG DDAATTEE && TTIIMMEE::

August 09, 2016 3:00 PM (Central Time)

IISSSSUUEEDD BBYY::

U.S. General Services Administration Public Buildings Service Acquisition Management Division 520 S. Eighth Street Springfield, Illinois 62703 Contact: justin.costello@gsa.gov

GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA GGSSAA

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

ATTENTION OFFERORS: This notice has been prepared to point out some of the important sections or requirements of this solicitation or to provide you with additional information related to this proposed contract.

Please note that it is not inclusive - you are cautioned to carefully read the entire solicitation in order to be fully aware of all requirements, provisions, and clauses.

SSOOLLIICCIITTAATTIIOONN NNOO.. GGSS--0055PP--1166--FFAA--DD--77000000

**Reference Solicitation Section L, paragraph L3 for a complete list of required documents.**

“SHALL” “WILL” and “MUST” Throughout this solicitation, the terms “shall” “will” and “must “are used. “Shall” “will” and “must” denote the imperative. They indicate an obligation to act. In this solicitation, and any resulting contract, “shall” “will” and “must” have the same meaning.

SOLICITATION ISSUED ELECTRONICALLY

This solicitation is being issued electronically as of the solicitation “Date Issued” on the Standard Form 1449 - SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS. The offeror shall not alter the solicitation or any component thereof (i.e. drawings, etc.). The Government’s version of the solicitation and accompanying components take precedence if a discrepancy arises between the version issued by the Government and the signed documents submitted by the offeror.

SYSTEM FOR AWARD MANAGEMENT (SAM) REPLACES CCR and ORCA Effective July 30th, 2012, the System for Award Management (SAM) replaces the contractor registration sites CCR and ORCA. In an effort to streamline the acquisition process, SAM was established to consolidate several acquisition systems including CCR, ORCA, and EPLS and create a single repository of contractor information. As a single validated source of data on contractors doing business with the Government, the SAM database enables prospective contractors to update their information in one place.

If you have been using the legacy systems CCR and ORCA, you should now go to http://www.sam.gov to find your information. Training tools are available on the SAM website to help you get familiar with SAM. Start by going to http://www.sam.gov, and then click on the SAM HELP tab. Under User Help you will find the full User Guide as well as Quick Start Guides and Helpful Hints that will help you create an account, migrate your roles from legacy systems (if applicable) and perform updates. PLEASE NOTE: SAM is completely free of charge for both registrants and users. You will be required to complete a one-time business registration, with annual updates. As a part of the registration process you will need to provide your DUNS identification number. If you do not have a DUNS number you may contact Dun and Bradstreet, Inc. at (800) 333-0505. You may register in SAM at http://www.sam.gov.

NAICS CODE

For your information, the North American Industry Classification System (NAICS) code for this procurement is 531320-Office of Real Estate Appraisers.

LICENSE REQUIREMENTS

Offerors should note the license requirements and that evidence of having all appropriate permits and licenses for the state specified must be submitted with their offer.

PRICING OF OPTIONS

Offerors shall price the initial one (1)-year period and the option requirements for the four (4) additional one (1)-year periods.

BOND REQUIREMENTS

BID GUARANTEE AND BOND ARE REQUIRED [ ] ARE NOT REQUIRED [XX]

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SAFEGUARDING DOCUMENTS

Associated plans, drawings, or specifications provided under this solicitation are intended for use by prospective bidders/offerors (and their subContractors and suppliers). In support of this requirement, GSA requires bidders/offerors to exercise reasonable care when handling documents relating to building drawings/plans, security equipment, security equipment installations, and contract guard service, to include:

1) Limiting reproduction and/or dissemination of covered materials only to persons/parties related to this acquisition or otherwise authorized to receive such information;

2) Making every possible effort that is reasonable and prudent to prevent unauthorized disclosure of this information;

3) Upon award and completion of any appeals process, unsuccessful bidders/offerors making every reasonable and prudent effort to destroy or render useless all information/documentation received during the solicitation and/or appeals process; and

4) The awardee continuing the efforts required above throughout the entire term of contract and for what specific time thereafter as may be necessary, as determined by the awardee.

CONTRACTOR DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER.

Enter your DUNS number in Block 17A on the first page of this solicitation. If you do not know or do not have a DUNS number please contact Dun and Bradstreet directly to obtain one. A DUNS number will be provided immediately by telephone at no charge to you. For information on obtaining a DUNS number, you should call Dun and Bradstreet at 1-866-705-5711. Be prepared to provide the following information: (1) Company name, (2) Company address, (3) Company telephone number, (4) Line of business, (5) Chief executive officer/key manager,

(6) Date the company was started, (7) Number of people employed by the company, (8) Company affiliation.

PROMPT PAYMENT DISCOUNT

Block 12 on the first page of the solicitation and possibly the solicitation pricing page(s), is to be used to offer prompt payment discounts. Payment terms are set forth in the Prompt Payment clause in this solicitation. Offerors are cautioned against inserting any statement that indicates that payment is due sooner that the time stipulated in the Prompt Payment clause. EXAMPLE: Inserting "Net 20" may cause the offer to be rejected as unacceptable, because the entry would be contrary to the 30-day payment terms specified in the Prompt Payment clause.

EVALUATING CONTRACTOR PERFORMANCE

The General Services Administration is using the Contractor Performance Assessment Reporting System (CPARS) module as the secure, confidential, information management tool to facilitate the performance evaluation process.

CPARS enables a comprehensive evaluation by capturing comments from both GSA and the contractor. The website for CPARS is http://www.cpars.gov.

Completed CPARS evaluations are sent to the Past Performance Information Retrieval System (PPIRS) which may then be used by Federal acquisition community for use in making source selection decisions. PPIRS assists acquisition officials by serving as the single source for contractor past performance data.

CPARS Registration

Each award requiring an evaluation must be registered in CPARS. The contractor will receive several automated emails. Within thirty days of award, the contractor will receive an e-mail that contains user account information, as well as the applicable contract and order number(s) assigned.

Contractors will be granted one user account to access all evaluations.

CPARS Training

Contractors may sign up for CPARS training. A schedule of classes will be posted to the CPARS training site (http://www.cpars.gov/allapps/cpcbtdlf.htm) and updated as needed.

CPARS Role_Contractor Representative (CR)

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

All evaluations will be sent the Contractor Representative (CR) named on your award. Access to CPARS will be granted to the CR after the award is registered in the system.

The CR will be able to access CPARS to review and comment on the evaluation. If your CR is not already in the CPARS system, the contracting officer will request the name and email address of the person that will be responsible for the CR role on your award.

Once an evaluation is ready to be released the CR will receive an email alerting them the evaluation is ready for their review and comment. The email will indicate the time frame the CR has to respond to the evaluation; however, the CR may return the evaluation earlier than this date.

The contractor must promptly notify the Contracting Officer of any change in their CR to allow the update to be made in the system.

GSA shall provide for review at a level above the contracting officer (i.e., contracting director) to consider any disagreement between GSA and the contractor regarding GSA’s evaluation of the contractor. Based on the review, the individual at a level above the contracting officer will issue the ultimate conclusion on the performance evaluation.

Copies of the evaluations, contractor responses, and review comments, if any, will be retained as part of the contract file.

OPTION TO EXTEND SERVICES

Offerors should note that Section I of this solicitation includes FAR 52.217-8, Option to Extend Services, which allows the Government the unilateral option to extend the term of any resultant contract up to six months, exclusive of any other option provisions which may be included as part of any resultant contract.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

TABLE OF CONTENTS

NOTICE CONCERNING SOLICITATION………………………………………………………………………...2

TABLE OF CONTENTS……………………………………………………………………………………….……..5

SECTION A, STANDARD FORM 1449…………………………………………………………………….……

SECTION B, SUPPLIES OR SERVICES AND PRICES………………………………………………….…

SECTION C, DESCRIPTION/SPECIFICATIONS, STATEMENT OF SERVICES………………….……….. 17

SECTION D, PACKAGING AND MARKING……………………………………………………………….…

SECTION E, INSPECTION AND ACCEPTANCE……………………………………………………….……….22

SECTION F, DELIVERIES AND PERFORMANCE…………………………………………………………….. 23

SECTION G, CONTRACT ADMINISTRATION DATA……………….………………………………………...26

SECTION H, SPECIAL REQUIREMENTS……………………………………………………..……..………….28

SECTION I, CONTRACT CLAUSES……………………………………………………..………………………..33

SECTION J, LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS………………………

SECTION K, REPRESENTATIONS, CERTIFICATIONS, & OTHER STATEMENTS OF OFFERORS…...169

SECTION L, INSTRUCTIONS, CONDITIONS AND NOTICE TO OFFERORS……………….….………….170

SECTION M, EVALUATION FACTORS FOR AWARD………………………….……………………………..174

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION A

STANDARD FORM 1449 - SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

SF 1449 CAN BE FOUND ON THE FOLLOWING PAGES

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

RFQ IFB RFP

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NAICS:

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

8 (A)

EDWOSB

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

TBD 2

GS-05-P-16-FA-D-7000

JUSTIN COSTELLO 217-492-4086

U.S. General Services Adminitration 520 S. Eighth Street Springfield, Illinois 62703

U.S. General Services Administration PBS, Great Lakes Region 5 Acquisition Management Division

PBS Payments Branch P.O. Box 17181 Fort Worth, TX 76102

07/06/2016

08/09/2016

3:00 PM CST

5P1QEB

Acquisition Management Division Specialized Building Services Branch 520 S. Eighth Street Springfield, Illinois 62703

BCFA

STANDARD FORM 1449 (REV. 2/2012) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELPHONE NUMBER OF AUTHORZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION B

SUPPLIES OR SERVICES AND PRICES

B1. DESCRIPTION OF SERVICES

A. The General Services Administration (GSA), Public Buildings Service (PBS), anticipates the need for future appraisal and consulting services. The Contractor(s) will be required to perform appraisals and consultations involving federally-owned real property, and other privately owned property designated by GSA, within the delineated geographic area in accordance with the requirements of this solicitation. These contracts are being established to provide timely, cost effective, and professional appraisal, appraisal-related, and consulting services with optimum geographic coverage within Region 5. This procurement is open to participation by both large and small business concerns.

B. Because the number and type of appraisal assignments have not yet been identified, indefinite delivery/indefinite quantity (IDIQ)-type contracts will be awarded. It is anticipated that multiple awards will be made for each geographical area identified in section B1.F, below. Each contract will have a one-year base term with four (4) one-year renewal options. As requirements are identified, individual task orders will be competed among the multiple awardees for the associated geographical area and award of the task order will be based on best value to the Government, considering price and other non-price-related factors. GSA’s appraisal activities are managed by the Portfolio Management Division (PMD) located in GSA’s Regional Office in Chicago, but appraisal deliverables will be reviewed by both the Regional Portfolio Management Division and by GSA Central Office in Washington, DC.

C. Offerors shall be proficient in valuing the following property types:

General Purpose – Office, Warehouse Vacant Land – Rural or Urban Special Purpose – Historic Properties, Border Stations/Land Ports of Entry Mixed Use – Office / Retail Facilities – Multiple-building complexes that may be unique or complex in nature.

D. These contracts are being established to provide flexibility in GSA’s procurement of appraisal services.

Appraisal services of all related types may be ordered from these contracts, but it is not a requirement that GSA utilize these contracts for any or all appraisal assignments. Since multiple awards are anticipated for each geographical area, awardees are advised that fair opportunity will be given for all orders over $3,000.00, except for specific situations outlined in Section F3 - Award and Administration of Task Orders. Factors such as price, past performance on prior task orders under the contract, including quality and timeliness of deliverables/services, potential impact on other orders placed with the Contractor, and whether the Contractor performed the previous consecutive appraisal for the particular property will be considered in determining award of individual task orders.

E. Award of these contracts is anticipated 60 days after receipt of offers.

F. The geographic areas designated for this procurement are as follows:

(Note: Offerors may submit proposals on multiple geographical areas, if qualified/licensed.)

Area 1 City of Chicago – The area bounded by the city limits of Chicago, Illinois Area 2 State of Illinois – The remainder of Illinois not located within Area 1 Area 3 State of Indiana Area 4 State of Michigan Area 5 State of Minnesota Area 6 State of Ohio Area 7 State of Wisconsin

G. Work within Geographic Areas Though the Government does not guarantee that any task orders will be issued under these contracts, based on past requirements, it is estimated that there may be services required in the following areas where Federal properties are located during the life of the IDIQ contract. This portfolio is subject to change and potential work

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5 would not be limited to these cities.

State Cities Involved Illinois Alton, Benton, Carbondale, Chicago, Danville, East St. Louis, Mt. Vernon, Peoria, Peru, Quincy, Rockford, Rock Island, Springfield Indiana Elkhart, Fort Wayne, Gary, Hammond, Indianapolis, Jeffersonville, Lafayette, New Albany, South Bend Michigan Alpena, Ann Arbor, Battle Creek, Benton Harbor, Detroit, Flint, Grand Rapids, Kalamazoo, Lansing, Pontiac, Port Huron, Saginaw Minnesota Austin, Bemidji, Duluth, Fergus Falls, Fort Snelling, Minneapolis, St .Cloud, St. Paul Ohio Akron, Canton, Cincinnati, Cleveland, Columbus, Dayton, Medina, Toledo, Sharonville, Youngstown Wisconsin Eau Claire, Janesville, Madison, Milwaukee, Oshkosh, Racine, Rhinelander, Sheboygan, Wausau

B2. ELEMENTS OF AN OFFER

A. Technical proposal – A Technical Proposal is required and shall be prepared in accordance with instructions in Section L.

B. Administrative proposal - Specific information that does not fall under the category of Technical or Price. Shall be submitted in accordance with instructions in Section L.

C. Price Proposal – Pricing for this procurement shall be submitted in accordance with the format prescribed in the Price Schedule beginning on Page 10 of this solicitation. Offerors shall provide a full set of pricing pages (Base period and all four (4) Option periods) for each geographical area for which the Offeror is qualified and wishes to be considered. Price proposals are not reviewed until after the technical proposal information is reviewed to prevent the pricing information from influencing the technical evaluation. As such, all pricing-related documents must be kept separate from other required proposal documentation. The Price Proposal documents shall be placed in a separate sealed envelope and the exterior labeled to identify it as pricing information. The Technical Proposal, Administrative Proposal and the separate, sealed Price Proposal envelopes shall then be placed together in one overall package that is submitted to the Contracting individual identified in Section L3.F.

B3. PRICE SCHEDULE

A. Offerors must provide pricing for the Initial Base Period and all four (4) Option Periods for each geographic area for which they wish to be considered in order to be eligible for award. The geographic area(s) being proposed must be clearly marked on the top of each pricing page submitted and all pages must be completely filled out. Failure to provide this information may result in your offer being determined unacceptable.

B. Offerors shall provide daily rates for each of the following appraisal types and property types:

1. Fair Market Value

2. Fair Annual Rent

3. Special Projects and Consultation

C. For Preparation and Court Testimony services, Offerors shall provide an hourly rate and multiply that rate by 8 (hrs) to arrive at a daily rate for these services.

D. For the Base, Option 1, Option 2, Option 3 and Option 4 periods, Offerors shall add up the daily/unit rates for each item (1 – 9) and place the total on the Line E provided at the bottom of each pricing page.

E. For the Total Evaluated Price page (Page 15), Offerors will enter the Line E total from the bottom of each pricing page and add them together to arrive at a Total Evaluated Price for each geographic area being proposed.

F. Offerors should note that at the time of proposal for individual task orders (ITOs), IDIQ contract awardees will be expected to utilize the daily and hourly rates they have proposed for the applicable Base and Option periods.

Offerors will be able to propose the number of days or hours (as applicable) at that time in order to derive the total proposed price for their offer. Offerors will be able to propose whole days/hours or fractional days/hours to arrive at their total proposed price for individual task order proposals.

D. All the offeror’s prices shall include overhead, general and administrative expenses, and profit. Travel expenses shall not be included in any rates that are proposed now as part of the establishment of the base IDIQ contracts. Travel costs will not be requested or considered until the task order stage, and at that time shall be based on the rules outlined within the Federal Travel Regulations (41 Code of Federal Regulations (CFR), Chapters 300-304. Travel awarded in association with any future task orders will be at a Not-to-Exceed amount and only actual and allowable travel expenses incurred by the Contractor will be reimbursed.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION B – Revised Price Schedule Appraisal and Consultation Services

Base Period - 12 Months Geographic Area #____________

A. Appraisal Services – Fair Market Value (FMV) Appraisal Report

ITEM NO. PROPERTY TYPE

UNIT/RATE

PER DAY

0001 Office Buildings $

0002 Warehouse $

0003 Vacant Land $

Special Purpose - Complex Properties:

mixed use or multiple building properties.

B. Appraisal Services - Fair Annual Rent (FAR) Appraisal Report

ITEM NO. PROPERTY TYPE UNIT/RATE

PER DAY

0005 Office Buildings $

0006 Warehouse $

C. Appraisal Services - Preparation and Court Testimony

ITEM NO. PROPERTY TYPE RATE PER HR X 8 = UNIT/RATE

0007 All- Preparation $ x 8 = $

0008 All- Court Testimony $ x 8 = $

D. Appraisal Services - Special Projects and Consultation Services

PER DAY

All Special Projects and Consultation Services Assignments

E. Total for Base Period (Sum of Unit Prices for Items 0001- 0009): ____________

Firm’s Name: ______________________________________________________

Contract Representative Signature: ____________________________________

Date: _____________________

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION B – Revised Price Schedule, Continued

Option 1 Period - 12 Months

PER DAY

1001 Office Buildings $

1002 Warehouse $

1003 Vacant Land $

Special Purpose - Complex Properties:

mixed use or multiple building

1005 Office Buildings $

1006 Warehouse $

1007 All - Preparation $ x 8 = $

1008 All – Court Testimony $ x 8 = $

PER DAY

All Special Projects and Consultation

E. Total for Option 1 (Sum of Unit Prices for Items 1001 - 1009): ____________

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

Option 2 Period - 12 Months

PER DAY

2001 Office Buildings $

2002 Warehouse $

2003 Vacant Land $

Special Purpose - Complex Properties:

mixed use or multiple building

2005 Office Buildings $

2006 Warehouse $

2007 All- Preparation $ x 8 = $

2008 All- Court Testimony $ x 8 = $

PER DAY

All Special Projects and Consultation

E. Total for Option 2 (Sum of Unit Prices for Items 2001 - 2009): ____________

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

Option 3 Period - 12 Months

PER DAY

3001 Office Buildings $

3002 Warehouse $

3003 Vacant Land $

Special Purpose - Complex Properties:

mixed use or multiple building

3005 Office Buildings $

3006 Warehouse $

C. Appraisal Services – Preparation and Court Testimony

3007 All- Preparation $ x 8 = $

3008 All- Court Testimony $ x 8 = $

PER DAY

All Special Projects and Consultation

E. Total for Option 3 (Sum of unit prices for Items 3001 – 3009): ____________

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

Option 4 Period - 12 Months

PER DAY

4001 Office Buildings $

4002 Warehouse $

4003 Vacant Land $

Special Purpose - Complex Properties:

mixed use or multiple building

4005 Office Buildings $

4006 Warehouse $

C. Appraisal Services – Preparation and Court Testimony

4007 All- Preparation $ x 8 = $

All- Court Testimony

$ x 8 = $

PER DAY

All Special Projects and Consultation

E. Total for Option 4 (Sum of unit prices for Items 4001 – 4009): ____________

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

Total Evaluated Price (TEP) (Carry over totals from Line E from Base and all Option pricing pages)

LINE E TOTALS FROM: AMOUNTS

1. BASE PERIOD $

2. OPTION 1 $

3. OPTION 2 $

4. OPTION 3 $

5. OPTION 4 $

TOTAL EVALUATED PRICE

(Sum of line 1, 2, 3, 4, & 5 amounts)

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION C

STATEMENT OF SERVICES

C1. SPECIFICATIONS

The Contractor shall provide appraisal, appraisal-related, and consulting services for the property types outlined in Section B in accordance with the following general specifications outlined in this Section C. These specifications will serve as the basis for all assignment-specific statements of work (SOWs) that are developed as the need for services arises.

C2. KEY PERSONNEL REQUIREMENTS

A. An owner of the firm submitting an offer must have at minimum a Certified General Real Estate Appraiser License in the state or states for which they plan on submitting an offer at all times to perform the services as prescribed by the SOW. For purposes of this requirement only, an owner is considered any person with the actual authority to contractually bind the Contractor.

B. The owner’s Certified General Real Estate Appraiser License must be kept current during the life of the contract.

A copy of the current license shall be provided to the Contracting Officer (CO) along with each task order proposal, or at any other time it is required by the CO or the Contracting Officer’s Representative (COR).

C. The Lead Appraiser and owner (as defined in C2.A, above) who sign the appraisal reports under this contract must have a current Certified General Real Estate Appraisal License for the state where the subject property is located and meet all legal requirements to appraise property within the state. Any appraiser will be excluded from participating in the performance under this contract if they have received any disciplinary sanction from any state agency regarding appraisal violations in the past five (5) years.

D. The individual who inspects the subject property and its comparables must have a Certified General Real Estate Appraisal License for the state where the subject property is located and meet all legal requirements to appraise property within the state. They must also be full-time staff employees or be under exclusive subcontract arrangement with the Contractor submitting the offer.

D. All employees of the Contractor who participate in performance of work under this contract shall be responsible for obtaining any necessary permits/licenses and complying with all applicable federal, state, and municipal laws.

C3. LIMITATIONS ON SUBCONTRACTING

Key personnel or appraisers shall be full-time staff employees or have an exclusive subcontract arrangement with the Contractor submitting an offer. Any exclusive subcontract arrangements made or altered after award must have the approval of the Contracting Officer (CO), with input from the Contracting Officer’s Representative (COR).

A copy of any such subcontract arrangement shall be provided to the Contracting Officer and COR for evaluation.

Failure to receive prior approval by the CO may result in termination of a task order.

C4. SCOPE OF SERVICES

A. The Contractor shall provide the management, supervision, manpower, equipment and supplies and shall plan, schedule, coordinate and assure effective performance of all services described herein. The Contractor is required to perform appraisals and consultations involving federally-owned real property, and other privately owned property as identified by GSA, within the delineated geographic area in accordance with the requirements of this solicitation.

The Contractor shall be responsible for performing all work under this contract in accordance with all federal and state laws, and codes, and follow the more stringent of them.

B. For appraisal services, the Contractor shall make a detailed field inspection and identification of the various aspects of the property and shall make such investigations and studies as are appropriate and necessary to enable the Contractor to derive sound conclusions and prepare the appraisal report to be furnished under this contract.

Upon completion of the inspections, investigations, and studies, the Contractor shall prepare, furnish, and deliver to the Portfolio Management Division in GSA’s Regional Office in Chicago, Illinois, an electronic PDF appraisal report containing all photographs and exhibits. The appraisal analysis and report shall, in form and substance, conform to the Uniform Standards of Professional Appraisal Practice (USPAP) as well as the Code of Ethics and Standards of

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

Professional Appraisal Practices. If properties are to be appraised for the purpose of acquiring property on behalf of the United States, the appraisal analysis and report shall, in form and substance, additionally conform to the Uniform Appraisal Standards for Federal Land Acquisitions, unless otherwise stated in the individual SOW. The appraisal report shall present adequate factual data to support each rate, percentage, or amount used in sufficient detail to permit a comprehensive review of the appraisal report; shall relate conclusions to those facts; and shall include other items identified as necessary in this section. Upon review and acceptance by GSA, the Contractor shall deliver the final report to GSA.

C. Note that the appraisal assignments will either require an Appraisal Report a self-contained, summary or a Restricted Appraisal Report, as defined by USPAP. Historically, GSA has utilized self-contained appraisal reports for Fair Market Value (FMV) appraisals. The type of required appraisal and report for a specific assignment will be stipulated at the time a SOW is issued. The most current instructions available will be provided to the Contractor when a Request for Quote is provided.

D. Appraisal related services (special projects and consulting) may include, but are not limited to, verbal discussions to written reports, or may include such activities as the gathering of data, furnishing comparable sales, performing market studies, providing current inventories, or other consulting services such as preparation and court testimony. Details of the individual scopes will be provided at the task order level. These services shall also be performed in accordance with USPAP.

E. The appraiser shall include a certification with each appraisal indicating that the lead appraiser and/or the owner of the firm have inspected the property appraised and all comparable properties used in arriving at the estimate of value. The lead appraiser and the owner must both sign the report to attest to the fact that they have reviewed all of the information pertaining to the appraisal performed. The report must also be signed by any appraiser that had been involved in a major portion of the work and/or report’s completion.

F. The Contractor shall utilize pre-approved personnel named in the proposal to perform the services required under this contract who work exclusively for the firm or under exclusive subcontract arrangement. No substitutions shall be made without prior written approval of the Contracting Officer or designated representative. In the event personnel named in the proposal are unable to perform, the Contractor shall promptly submit to the Contracting Officer and the Portfolio Management Division a written detailed explanation of the circumstances necessitating a substitution. This substitution must be an individual who works exclusively for the firm and has qualifications and equal experience. All necessary information on the proposed substitute’s qualifications and experience to be used to assist GSA in its approval or rejection of the proposed substitute must be submitted.

G. All site visits to federal property shall be performed between normal business hours of the building. Each building has its own normal business hours and those hours must be verified with GSA before visiting the site. The building manager of the specific site(s) must be notified of the Contractor’s visit to the building before going to the site, unless the Contractor does not need to enter the building. The building manager will be able to set up a time for the Contractor to be escorted, if necessary.

C5. PROPERTY AND RIGHTS TO BE APPRAISED

A specific description of the property to be appraised or the type of appraisal related service required will be furnished at the time the SOW is issued. The type of appraisal report and an explanation of the property rights to be appraised will also be identified.

C6. NONDISCLOSURE AGREEMENT

The Contractor shall ensure that no statements shall be made to the news media, the public, visitors or customers regarding any appraisal assignments or SOW issued. Any such requests for information shall be forwarded to the assigned CO or COR for action.

C7. GOVERNMENT FURNISHED DATA (Typically Provided)

A. Legal description (if available) B. Relevant data regarding existing signed occupancy agreements C. Relevant data from current asset business plan D. Plat/Survey (if available)

E. Floor plan(s) (if available)

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

C8. REPORT FORMAT

A. The Appraisal Report must be submitted in narrative format and follow the appraisal instructions provided by GSA at the time that the Request for Quote is provided. The Fair Annual Rent Appraisal Reports and the Fair Market Value Appraisal Reports must follow the appraisal instructions provided by GSA at the time that the Request for Quote is provided. An example of the instructions for the appraisals to be completed (excluding more specialized appraisal work such as court testimony, litigation appraisals, or condemnation appraisals, etc.) are found in Section J. These instructions will be updated as Central Office makes revisions.

B. All Appraisal Reports must be submitted in a format that conforms to the Uniform Standards of Professional Appraisal Practice (USPAP), or the Uniform Appraisal Standards for Federal Land Acquistions (a/k/a Yellow Book), as required on a case by case basis. Court testimony may also be required. A GSA review appraiser will inspect the report prior to acceptance. Deviations from specifications may result in non-acceptance of the report as well as non-payment.

C9. DESCRIPTION OF SERVICES

A. FAIR MARKET VALUE (FMV) ASSIGNMENTS

(The appraisal instructions are presented in Section J in a self-contained GSA format.)

1. FMV appraisals are used to assist the GSA in valuing the subject property for direct purchase, sale, exchange, or for valuing the asset held in inventory. For task order assignment where the Contractor is asked to provide an estimate of the Fair Market Value of the property identified, the Government will specify the function and intent of the report along with a scope of the proposed assignment. The property shall be appraised inclusive of all improvements, unless otherwise requested.

2. The Contractor shall make a detailed field inspection and identification of the various aspects of the property and shall make any other such investigations and studies as are appropriate and necessary to enable the Contractor to derive sound, value conclusions and prepare the appraisal report.

3. Upon completion of the inspections, investigations, and studies, the Contractor shall prepare, furnish, and deliver to the Government an Appraisal Report as required. The appraisal report shall be delivered to GSA as an electronic PDF document. Upon GSA review and acceptance, two (2) additional hard copies of the finished appraisal report will be delivered to GSA, as well as provided in electronic PDF format.

a. Property Rights to be appraised - The property is to be appraised in fee simple, subject to existing easements, unless a leased fee estate is also required. The appraisal shall be based on the property’s highest and best use.

b. Date of Valuation - The date of valuation shall be the last day of inspection by the appraiser.

B. FAIR ANNUAL RENTAL ASSIGNMENTS

(The appraisal instructions are presented in Section J in a summary GSA format.)

1. Fair Annual Rental (FAR) appraisals are a process whereby the appraiser researches comparable properties and subject market activity to determine an appropriate commercial rent charge for space and services at a subject Federal location. The appraisal report and final rental value conclusions are reviewed and approved by the GSA before being used to establish rental rates for Federal owned properties.

2. The instructions for FAR appraisals are found in Section J in a summary GSA format. They illustrate the scope of work required for the completion of the Fair Annual Rent report. Each report is to be delivered to GSA in signed electronic PDF format. Instructions for completion are subject to change, and updated instructions shall be provided at the time a task order is issued.

C. PREPARATION AND COURT TESTIMONY

If a dispute arises with the property owner regarding valuation issues, court testimony may be required by the contract appraiser who prepared and signed the appraisal for the Government.

D. SPECIAL PROJECTS AND CONSULTATION SERVICES

Should the need for any specialized appraisal or consulting services arise, they will be outlined in a scope of work to be presented to the IDIQ Contractors via a request for proposal under the IDIQ.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

C10. HIRING OF PERSONNEL

The hiring of unauthorized alien workers on Government projects can lead to suspension and debarment from federal contracting under Executive Order 12989. Contractors suspected of violating the Immigration and Naturalization Act employment provisions will be reported to the Immigration and Naturalization Service (INS). A determination by INS that the Contractor is in violation may result in suspension and debarment. (A copy of Executive Order 12989, “Economy and Efficiency in Government Procurement Through Compliance with Certain Immigration and Naturalization Act Provisions,” dated February 13, 1996, will be provided to prospective bidders upon request.)

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION D

PACKAGING AND MARKING

D1. PAYMENT OF POSTAGE AND FEES

All postage and fees related to submitting information including, but not limited to, forms and reports to the CO or the COR, shall be paid by the offeror.

D2. MARKING

All information submitted to the Contracting Officer or the Contracting Officer's Representative shall clearly indicate the contract number, task order number, ADN number, and location including building number of the contract for which the information is being submitted.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION E

INSPECTION AND ACCEPTANCE

E1. CRITERIA FOR EVALUATING PERFORMANCE

A. At the sole election of the Government, and upon notification to the Contractor, the Contractor may be required to re-perform any or all work disclosed by Government review of the submittals, including but not limited to, incomplete/poor quality report(s), any appraisal reports in which any conclusions are not fully supported, or any reports containing errors. All re-performance by the Contractor based on unacceptable performance will not be a reimbursable cost.

B. The acceptability of re-performance, and/or late performance, will be determined by the CO and COR on an individual task order basis.

C. Payment may be withheld for failure to comply with any terms and conditions of the contract.

E2. FAILURE TO PERFORM

A. If the Contractor fails to promptly perform the services in conformity with the contract and individual task order requirements or to take the necessary action to ensure future performance in conformity with contract and individual task order requirements, the Government may--

1. By contract or otherwise, charge the Contractor for any costs incurred by the Government that are directly related to having another Contractor perform the work, including the difference in price by the new Contractor that is hired to perform the services requested, or

2. Terminate the contract and/or individual task order.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

SECTION F

DELIVERIES AND PERFORMANCE

F1. PLACE OF PERFORMANCE

The appraisal services to be provided under this contract shall be performed in the geographic areas identified in Section B of the contract: the City of Chicago, Illinois, Indiana, Michigan, Minnesota, Ohio and Wisconsin.

F2. PROCEDURE FOR ORDERING SERVICES

A. Services shall be provided only as authorized by task orders issued by the Government for the performance of services in the geographical boundaries of the established service areas.

B. Definitions

1. Contracting Officer: An individual possessing a contracting warrant who may obligate the Government financially within the limitations of the warrant. This individual has overall responsibility for entering into and administering a contract and who alone, without delegation, is authorized to take actions on behalf of the Government to amend, modify, or deviate from the contract terms, conditions, requirements, specifications, details and delivery schedules; make final decisions on disputed deductions from contract payments for nonperformance or unsatisfactory performance; terminate the contract for convenience or default; and issue final decisions regarding contract questions or matters under dispute. Additionally, the CO may delegate certain other responsibilities to authorized representatives.

2. Contract Specialist: An individual that acts in a support role to the primary Contracting Officer. This individual may perform minor contractual duties on behalf of the contracting officer, but not the sole authority duties of the CO delineated above.

3. IDIQ Contracting Officer (IDIQ CO): Contracting individual responsible for maintaining the IDIQ contract(s).

Any questions regarding the base contract terms and conditions throughout the base and all option periods shall be addressed to the IDIQ CO. The IDIQ CO will make the final determination regarding any question as to whether the terms and conditions of a task order are within or outside the scope of the base IDIQ contract.

4. Individual Task Order Contracting Officer (ITO CO): Contracting individuals also referred to as Ordering Officials who are authorized to issue and administer task orders against an IDIQ contract. Their authority is limited to the individual task orders themselves. Any deliverables or questions regarding the terms and conditions of an individual task order shall be addressed to them.

5. Contracting Officer’s Representative (COR)/ Alternate Contracting Officer’s Representative (ACOR):

The COR and Alternate COR are designated by the IDIQ CO at time of contract award and if necessary will be revised by letter during the contract period. The COR/ACOR assist the IDIQ CO and ITO COs with their responsibilities. The responsibilities of the COR/ACOR include, but are not limited to: Evaluating Contractor performance; advising the Contractor of unsatisfactory performance and corrective actions needed; evaluating compliance with contract/task order requirements; advising the CO of any factors which may cause delay in work performance; and, recommending payment.

C. The Contractor shall provide services only as authorized by a task order issued by an Individual Task Order Contracting Officer (ITO CO). A list of designated ordering officials (ITO COs) for this contract, along with information regarding their warrant limitations, will be provided to the Contractors after award by the IDIQ CO.

Ordering officials may be added or deleted as personnel changes necessitate, and the Contractor will be notified of any such changes in writing.

D. Upon official notification of a task order award by the ITO CO, the Contractor shall be contractually obligated to provide complete services in accordance with the locations, dates, and times specified in the task order. Orders may be issued orally, by facsimile, or by electronic commerce methods by the ITO CO. Orally placed orders by the ITO CO will be followed up immediately in writing by the issuance of a task order. If mailed, a task order is considered “issued” when the Government deposits the order in the mail (including electronic mail). Failure to provide the services within the time prescribed herein may result in termination of the contract for default.

Appraisal & Consulting Services GSA, PBS, Great Lakes Region 5

E. No task order may be placed in effect after the term of this contract (including extensions thereof) has expired, except to amend any task orders that are still in progress.

F. Requests for proposals (RFPs) for individual assignments to be competed under this IDIQ will be issued by an ITO CO in writing, typically via email. The RFPs will require that technical and pricing information be submitted so as to allow for the determination of a best value award. Contractors shall use the daily/hourly rates for the applicable Base or Option periods that were accepted at the time of award. Contractors shall propose the number of days or hours, as applicable, to multiply the rate by in determining the total price for each individual task order proposal. Contractors are not limited to proposing whole days or hours, but may propose fractional days or hours to arrive at their pricing. Examples of the type of technical information to be considered are outlined in Section F3, below. Contractor proposal information must be submitted timely so as to be received by the ITO CO by the date and time set forth in the RFP in order to be considered.

G. Proposals will be evaluated in accordance with the criteria outlined in the RFP and the task order will be issued by the ITO CO utilizing a GSA Form 300 “Order for Supplies or Services.” The GSA Form 300 will be submitted to the intended awardee for signature in Block 25. The proposed awardee will sign, date, and return the SF 300 to the ITO CO, who will then sign the order to execute it and distribute a copy back to the contactor to initiate performance.

H. The GSA Form 300, “Order for Supplies or Services,” will specify the following information:

1. Date of order

2. Contract number and Order Number

3. Item number and work description

4. Approved Fee (quantity of days and unit price)

5. Interim and/or Final Delivery/Performance dates

6. Place of delivery or performance

7. Any other pertinent information

F3. AWARD AND ADMINISTRATION OF TASK ORDERS

A. Award of individual task orders will be based on best value. Best value will be determined by considering technical factors and price. The significance of the individual technical factors as well as the technical factors as a whole in comparison to price will be identified in the individual RFPs. Examples of the type of technical factors to be evaluated at the task order level are as follows:

1. Past performance on relevant appraisal services. This includes the quality and timeliness of services and deliverables/submittals.

2. Past experience of commercial real estate appraisal services of the firm within the metro or municipal area in which work is to be performed. Awardee will be requested to provide an example(s) of work in the specific geographic areas for which they are applying that have been completed within the last 36 months and must contain the information for a point of contact that can verify the firm’s work.

3. Potential impact on other orders placed by GSA with the awardee, as determined by the ordering official.

Other non-Governmental workload may also be considered.

4. Specific expertise, such as expert court testimony or preparation for condemnation…