10_Appraisal_IDIQ_RFP.pdf

IDIQ Appraisal & Consulting Services GS-07P-16-UD-D-7000

AR, OK, LA, NM & TX

REQUEST FOR

PROPOSAL

(RFP)

U.S. GENERAL

SERVICES

ADMINISTRATION

Acquisition Management Division Program Support Branch (7PQA) 819 Taylor Street, RM 12B1 Fort Worth, TX 76102

This procurement is a total small business set aside under NAICS Code 531320

PROJECT: Indefinite Delivery Indefinite Quantity

(IDIQ)

Appraisal and Consulting Services

For the Greater Southwest Region, Region 7 Arkansas, Oklahoma, Louisiana, New Mexico & Texas

SOLICITATION NO:

GS-07P-16-UD-D-7000

ISSUE DATE:

November 4, 2016

CLOSING DATE &

TIME:

December 5, 2016

4:00 PM (CST)

CONTRACT

NO:

DATE OF AWARD:

ISSUED BY:

U.S. General Services Administration Public Buildings Service Acquisition Management Division Program Support Branch (7PQA) 819 Taylor Street, RM 12B1

Fort Worth, TX 76102 Questions:

Contact darryl.henderson@gsa.gov

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.

SOLICITATION NO: GS-07P-16-UD-D-7000

mailto:darryl.henderson@gsa.gov

NOTICE CONCERNING SOLICITATION

GENERAL SERVICES ADMINISTRATION'S MISSION

"The mission of GSA is to deliver the best value in real estate, acquisition, and technology services to government and the American people."

AFFIRMATIVE PROCUREMENT PROGRAM (APP)

GSA has implemented an Affirmative Procurement Program intended to maximize the use of recovered materials, environmentally preferable, and bio-based products. Offerors should familiarize themselves with the requirements for using and reporting on the use of such materials in performance under any resultant contract.

FAR 23.7 requires consideration of environmental factors when purchasing products and services. FAR

4.303 and FAR 52.204-4 requires double sided printing on recycled paper for all reports required by this contract. FAR 52.223-10 encourages vendors to practice waste reduction.

SAFEGUARDING DOCUMENTS

Associated plans, drawings, or specifications provided under this solicitation are intended for use by prospective offerors (and their sub-contractors and suppliers). In support of this requirement, GSA requires offers/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 offers/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 awardees 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 awardees, PERFORMANCE BASED SPECIFICATIONS

Note that the service specifications included in this solicitation are performance-based specifications.

These specifications express the Government's requirements in the form of minimum quality standards.

Work schedule, frequencies, resources utilized, and methods of performance are to be determined by offerors.

LICENSE REQUIREMENTS

Offerors should note the state Certified General Appraiser license requirements and that evidence of having all appropriate permits and licenses, i.e. certifications for the state specified must be submitted with their offer.

NAICS CODE

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

BOND REQUIREMENTS

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

CONTRACTOR DATA UNIVERSAL NUMBERING SYSTEM (DUNS) NUMBER.

Enter your DUNS number in Block 15A 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.

FREEDOM OF INFORMATION ACT (FOIA) REQUESTS

It is not necessary to reference the FOIA when requesting procurement history, such as the name of the current Contractor, contract amount, contract copies, or abstracts of offers. For this information, you may contact the Contract Specialist, Darryl Henderson, at darryl.henderson@gsa.gov

USE OF EXPRESS PACKAGE CARRIERS

Package submissions for this solicitation are electronic by email. Should you need to submit hard copies of any portion of the package contact the Contract Specialist at darryl.henderson@gsa.gov.

Because of increased security standards and building renovations, "next-day" express package carriers may experience delays in making deliveries to the GSA federal buildings. Offerors should take this fact into consideration if express package delivery is required.

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.

PROMPT PAYMENT DISCOUNT

Block 12 on the SF1449, 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. A Class Deviation to the FAR, added clause 52.232-99, "Providing Accelerated Payments to Small Business Subcontractors."in this solicitation. Guidance on this policy provided by Office of Management and Budget (OMB) M-13-15, Extension of Policy to Provide Accelerated Payment for Small Business Contractors and OMB M-12-16, Providing Prompt Payment to Small Business Subcontractors.

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. Accelerated payment terms will be “Net 15”as specified by the Contracting Officer.

EVALUATING CONTRACTOR PERFORMANCE

This evaluation will apply, if applicable. The General Services Administration (GSA), Public Buildings Service (PBS) will begin using Contractor Performance Assessment Reporting System (CPARS) modules as the secure, confidential, information management tool to facilitate the performance evaluation process. The system enables a comprehensive evaluation by capturing comments from both GSA and the Contractor. The following are the modules of the system:

(a) Contractor Performance Assessment Reporting System (CPARS): Used to create past performance evaluations on services procurements;

(b) Architect Engineer Contract Administration Support System (ACASS): Used to create past performance evaluations on A/E procurements; and

(c) Construction Contractor Appraisal Support System (CCASS) module: Used to create past performance evaluations on construction procurements.

Throughout the rest of this section, the term "CPARS" will mean the overall evaluation system (inclusive of the CPARS, ACASS and CCASS evaluation modules).

Each award requiring an evaluation will be registered in CPARS by the Government. Within 30 days of award, the Contractor will receive an email that contains user account information, as well as the applicable contract number(s) and evaluation module assigned. The Contractor will have one user account set up that will allow access to all three modules.

Contractors are encouraged to visit https://www.cpars.csd.disa.mil/webtrain_all.htm to sign up for free on-line https://www.cpars.csd.disa.mil/webtrain_all.htm

Contractor Overview Training when these sessions are offered. The training session is (1.5) hours and is specifically for Contractor users who will provide Past Performance Evaluation comments on PBS evaluations. After the contracting officer prepares and releases a contract evaluation, the Contractor will receive an email alerting them the evaluation is ready for their review and comment. The Contractor will have 30 days to respond to the evaluation. GSA shall provide for review at a level above the contracting officer (e.g., 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.

NOTE: Unless the Contractor provides a different point of contact (POC) to the contracting officer after award, the Past Performance Point of Contact (POC) listed on the Contractor's Central Contractor Registration (CCR) profile will be used as the default Past Performance POC. This is the individual who will receive CPARS email alerts. In accordance with FAR Clause 52.204-7 the Contractor is responsible for the accuracy and completeness of the data within the CCR database.

Copies of the evaluations, Contractor responses, and review comments, if any, will be retained as part of the contract file, and may be used by Federal Agencies to support future award decisions.

For any assistance with the CPARS module, please contact the Customer Support Desk at (207) 438- 1690 or via email at webptsmh@navy.mil. For technical assistance with the ACASS/CCASS modules, please contact the Customer Support Desk at (207) 438-1690 or via email at webptsmh@navy.mil. For policy or system functionality assistance with the ACASS/CCASS modules, contact the USACE Contractor Appraisal Information Center - Portland District at (503) 808-4590, or via email at cenwp-caic@usace.army.mil. For additional questions, please contact your GSA contracting officer.

OPTION TO EXTEND SERVICES

Offerors should note that Section I of this solicitation includes FAR 52.217-8 Option to Extend Services & 52.217-9 Option to Extend the Term of the Contract, 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.

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

SYSTEM FOR AWARD MANAGEMENT (SAM)

The System for Award Management (SAM) is an official website of the U.S. Government. SAM consolidated the capabilities of CCR/FedReg, ORCA, and EPLS. There is NO cost to use SAM. Contractor(s) can register to do business with the U.S. Government for free directly by using this website. www.sam.gov.

No award will be made to any Contractor not registered in SAM. Contractor(s) are 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. This is one of the steps the Federal Government is taking to streamline the acquisition process. In an effort to broaden use and reliance upon e-business applications, the SAM was established to eliminate the need to maintain paper-based sources of Contractor information.

mailto:webptsmh@navy.mil mailto:webptsmh@navy.mil mailto:cenwp-caic@usace.army.mil mailto:cenwp-caic@usace.army.mil http://www.sam.gov/

SOLICITATION DOCUMENTS

This solicitation is being issued electronically only. The solicitation sections below will not be issued in hard copy. The following MS Word documents comprise the solicitation and are available for download from https://www.fbo.gov/

TABLE OF CONTENTS

Notice Concerning Solicitation

Table of Contents Section A, Standard Form 1449

Section B, Supplies or Services and Prices

Section C, Statement of Services

Section D, Packaging and Marking

Section E, Inspection and Acceptance

Section F, Deliveries and Performance

Section G, Contract Administration Data

Section H, Special Requirements

Section I, Commercial Items Clauses and Provisions

Section J, List of Documents, Exhibits and Other Attachments

Section K, Representations, Certifications, & Other Statements of Offerors

Section L, Instructions, Conditions and Notice to Offerors

Section M, Evaluation Factors for Award

Additional Attachments: (Separate from this Solicitation)

SF 1449

Price Schedule Form

Performance Evaluation

Past Performance Reference Questionnaire

Relevant Past Experience Worksheet

Exhibit 2 – 5 Yrs. of Relevant Past Experience Worksheet

Key Personnel Worksheet

Technical Approach Worksheet

Technical Questions https://www.fbo.gov/

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

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

SECTION B

SUPPLIES OR SERVICES AND PRICES

1. DESCRIPTION OF SERVICES

A. The General Services Administration (GSA), Public Buildings Service (PBS), anticipates the need for future Appraisal and Appraisal-Related 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.

The contracts will be used to support all program needs, including, but not limited to: portfolio management, real property acquisitions, exchanges and leases, and Federal outgrants (leases, easements, licenses and permits of Federal property), reviews of third party appraisals reports, and consultations. These contracts will be utilized by GSA's Portfolio Management Division (PT) and are being established to provide timely, cost effective, and professional appraisal, appraisal-related, and consulting services with optimum geographic coverage within Region 7. This procurement is set aside for small business concerns only.

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 one or more contracts will be awarded for each state/geographical area, identified in Section E, below. Offerors may submit proposals on multiple state/ geographic areas, if qualified; however, please note that task orders awarded under this IDIQ for multiple areas and/or States may have the same due date.

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 issued to the IDIQ for that area or state. Single awards per geographic area are anticipated, however, multiple awards may be made in one or more States or areas, awardees are advised that in those States or areas where multiple awards exist, awardees will be given a fair opportunity to be considered for each task order over $3,000.00. Award of the task order will be based on best value to the Government, considering price and other non-price-related factors. The Government does not guarantee that any task orders will be issued under these contracts.

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

• General Purpose — multi-tenant office, retail and, industrial properties, residential properties, etc.

including vacant and improved land, which may be located anywhere from an urban to a remote rural location. Vacant land may not be zoned and can involve complex highest and best use analysis.

• Special Purpose — such as; mixed-use properties, multiple-building properties, complexes or undeveloped sites that are unique and complex in nature, Government Buildings, U.S. Courthouses, U.S. Post Offices, historic properties, border stations/land ports of entry, hospitals, military bases, aviation and maritime properties, defense manufacturing plants, environmentally-impacted properties, lighthouses, right-of-ways, rail spurs, partial interests (air rights, water rights, easements, etc.), Fair Annual Rent (FAR) or Rental Analyzes, leasehold or fee simple condemnation and other properties that are 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.

E. Work within Geographic Areas - The geographic areas designated for this procurement are presented next. The Government does not guarantee that any task orders will be issued under these contracts.

Anticipated multiple award areas are Arkansas, Oklahoma, Louisiana, New Mexico Texas Area 1 (West), Texas Area 2 (North) Texas Area 3 (South-Central), Texas Area 4 (Southeast) and Texas Area 5 (Central).

However after evaluation of proposals GSA may select to make single awards in the areas listed above or select additional states or areas for multiple award IDIQ's.

Based on the Region’s geographic territory, there may be services required in the following areas:

• Arkansas

• Oklahoma

• Louisiana

• New Mexico

• Texas Area 1 (West)

• Texas Area 2( North)

• Texas Area 3 (South-Central)

• Texas Area 4 (South East)

• Texas Area 5 (Central)

Because of its large size, Texas is divided into 5 geographic areas as delineated by the counties listed in the following table: **The Offeror’s firm must have a physical office location in at least one of the following States listed above.

- Counties Within Texas Geographic Areas -

Texas Area 1 (West)

Texas Area 2 (North)

Texas Area 3 (South-Central)

Texas Area 4 (South-East)

Texas Area 5 (Central)

Dallam Wichita Concho Grimes Bell Sherman Archer Menard Madison Falls Hansford Clay McCulloch Walker Milam Ochiltree Montague San Saba Montgomery Robertson Lipscomb Cooke Kimble San Jacinto Lee Hartley Grayson Mason Polk Burleson Moore Fannin Llano Tyler Brazos Hutchinson Lamar Gillespie Jasper Gonzales Roberts Red River Edwards Newton Fayette Hemphill Bowie Kerr Dewitt Washington Oldham Young Real Lavaca Lampassas

Coryell Potter Jack Pandera Colorado Carson Wise Kendall Austin McClennan Gray Denton Comal Waller Limestone Wheeler Collin Guadalupe Victoria Burnet Deaf Smith Hunt Kinney Calhoun Blanco Randall Delta Uvalde Jackson Hays Armstrong Hopkins Medina Wharton Travis Donley Franklin Bexar Matagorda Williamson Collingsworth Titus Wilson Brazoria Caldwell Parmer Cass Maverick Fort Bend Bastrop Castro Morris Zavala Harris Swisher Stephens Frio Galveston Briscoe Palo Pinto Atascosa Chambers Hall Parker Karnes Jefferson Childress Tarrant Goliad Orange

Bailey Dallas Dimmit Liberty Lamb Rockwall La Salle Hardin Hale Rains McMullen Floyd Kamp Live Oak Motley Eastland Bee Cottle Erath Refugio Cochran Hood San Patriclo Hockley Johnson Webb Lubbock Ellis Duval Crosby Kaufman Jim Wells Dickens Van Zandt Nueces King Gregg Aransas Yoakum Upshur Kleberg Terry Marion Zapata Lynn Harrison Jim Hogg Garza Brawn Brooks Kent Comanche Kenedy Stonewall Somervell Starr Gaines Mills Hidalgo Dawson Hamilton Willacy Borden Bosque Cameron Scurry Hill

Texas Area 1 (West)

Texas Area 2 (North)

Texas Area 3 (South-Central)

Texas Area 4 (South-East)

Texas Area 5 (Central)

Fisher Navarro Andrews Henderson Martin Smith Howard Rusk Mitchell Panola Nolan Freestone Loving Anderson Winkler Cherokee Ector Wood Midland Hardeman Glasscock Wilbarger Sterling Foard Coke Knox El Paso Baylor Hudspeth Haskell Culberson Throckmorton Reeves Jones Ward Shackleford Crane Taylor Upton Callahan Reagan Runnels Irion Coleman Tom Green Leon Jeff Davis Houston Pecos Trinity Crockett Angelina

Schleicher Nacogdoches Presidio Shelby Brewster Sabine

Terrell San Augustine Val Verde Sutton

80 counties 78 counties 47 counties 28 counties 21 counties

Note (1): Offerors may submit proposals in multiple geographic areas, if qualified. Should an offeror submit a proposal for multiple geographic areas, the offeror shall submit an individual proposal for each geographic area.

Note: (2) Some of the geographic areas listed include multiple states. The offeror must provide a copy of a current Certified General Real Estate Appraiser license in the geographic area they are proposing on.

Note: (3) All proposals must include a Quality Control Plan as described in Section L.4.H.2(b)..

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. Price Proposal — Pricing for this procurement shall be submitted in accordance with the format prescribed in the Price Schedule in Section B3 of this solicitation. Offerors shall provide a full set of pricing pages (base period and all four (4) Option periods) for each state/geographic 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 emailed along with the Technical and Administrative Proposal but as separate attachments in the same email. The SUBJECT :(line)must be appropriately identified with your company name/state and the solicitation number as outlined in Section L4.E.

C. 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.

B3. PRICE SCHEDULE

A. Offerors must provide pricing for the Initial Base Period and all four (4) Option Periods for each state or geographic area for which they wish to be considered in order to be eligible for award. The State or 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. (See the following Price Schedule form.)

PRICE SCHEDULE FORM

OFFEROR'S NAME:

STATE/AREA:

(State/Geographic Area for which this Price Schedule is being submitted)

Appraisal and Appraisal-Related Consulting Services:

(a) (b) (c) Offer Period Rate/Day Estimated Extended

Days/Year Price

Base Period (12 Months) Offer $ _____ /Day x 75 = ________

First Year Option Period (12 Months) $ _____ /Day x 75 = ________

Second Year Option Period (12 Months) $_____ /Day x 75 = ________

Third Year Option Period (12 Months) $ _____ /Day x 75 = ________

Fourth Year Option Period (12 Months) $ _____ /Day x 75 = ________

TOTAL EVALUATED PRICE (TEP) $

Preparation and Court Testimony Services:

Base Period (12 Months) Offer $ _____ /Hour x 8 = ________

First Year Option Period (12 Months) $ _____ /Hour x 8 = ________

Second Year Option Period (12 Months) $ _____ /Hour x 8 = ________

Third Year Option Period (12 Months) $ _____ /Hour x 8 = ________

Fourth Year Option Period (12 Months) $ _____ /Hour x 8 = ________

TOTAL EVALUATED PRICE (TEP) $

Column (a) is the offeror's firm fixed rate per day (per hour if related to court testimony) for a particular state / geographic area. Column (b) is GSA's estimated days of appraisal services per year (hours of court testimony service per day). The number of days/hours establishes a constant to obtain a lump sum price for equitable price comparison. Column (c) is the total evaluated price for the particular state /geographic location.

Note: The estimated number of days to be ordered will be used for evaluation purposes only and are not a guarantee of the number of days to be ordered. Except as provided herein, the Contractor is obligated to satisfy the requirements for professional services and deliverables which are ordered from time-to-time through individual contract Task Orders. No guarantees are implied or expressed by the Government in that appraisal services will be ordered, except as stipulated under the contract’s Guaranteed Minimum in Section F6.D2

B. Offerors shall provide daily rates for Appraisal Services, which are to include Appraisal-Related Consulting Services. A sample of values that may be requested include Market Value; Fair Annual Rent (as defined in GSA task order); Market Rent; Value in Use; and values subject to specific use restrictions that would be atypical of the market.

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 performance year and place the total at the bottom of the price schedule.

E. If offering a proposal for additional geographical areas contractor shall complete additional pricing sheets, as needed.

F. 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.

B4. MAXIMUM ORDERING LEVEL

GEOGRAPHIC AREA ESTIMATED MOL PER

STATE

ARKANSAS $140,000

LOUISIANA $190,000

NEW MEXICO $170,000

OKLAHOMA $190,000

TEXAS AREA 1 (West) $205,000 TEXAS AREA 2 (North) $340,000 TEXAS AREA 3 (South Central) $250,000 TEXAS AREA 4 (Southeast) $260,000 TEXAS AREA 5 (Central) $250,000

5 YEAR TOTAL MOL COST $1,995,000

Note: The total 5 year MOL will not be exceeded.

SECTION C

STATEMENT OF SERVICES

Cl. SPECIFICATIONS The offeror shall provide Appraisal and Appraisal-Related 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 performance work statement (PWSs) that are developed as the need for services arises.

C2. KEY PERSONNEL

The offeror shall utilize only the Key Personnel named in its proposal to perform the service required under this contract. The offeror shall be included and listed as a Key Personnel. No substitutions shall be made without prior written approval of the Contracting Officer's Representative (COR). In the event personnel named in the proposal are unable to perform, the offeror shall promptly submit to the COR a written detailed explanation of the circumstances necessitating a substitution and all necessary information on the proposed substitution's qualifications. Failure to provide a substitute appraiser whose credentials are deemed satisfactory to the COR may result in termination. No increase in salary rates (daily rates) shall be allowed when personnel or consultant substitution is authorized.

C3. KEY PERSONNEL REQUIREMENTS

A. The offeror must have, and provide proof of, at minimum a Certified General Real Estate Appraiser license in the states(s) for which they are submitting an offer; at the time of offer, and shall maintain their license at all times during the contract base year and option years to perform the services as prescribed by this Request for Proposal. For purposes of this requirement only, an offeror is considered any person with the authority to contractually bind the Contractor. The firm, for which an offeror is making a proposal must directly prepare, develop and write the appraisals and appraisal-related consulting services. Subcontractors may only participate in the development of appraisals and appraisal-related services if they have any exclusive contract with the offeror’s firm, and the offeror participates in the inspection, development and preparation of the written assignment; as well as signs and certifies, as per USPAP, the assignment report(s).

B. All Key Personnel (including the offeror) must provide a current real estate/property Appraiser Certification and qualifications to the Contracting Officer (CO) or to the Contracting Officer's Representative (COR) upon request during the contract term.

C. The offeror of the firm shall sign all appraisal reports submitted under this contract. Only those identified as Key Personnel are permitted to sign the appraisal reports in addition to the offeror under this contract. Any Key Personnel under this contract will be excluded from participating in the performance if they have received any disciplinary sanction from any state agency regarding appraisal violations in the past five (5) years, or during the term of the base or option period. The offeror is responsible for notifying the CO and the COR if any Key Personnel receive a State disciplinary action within 7 days of the disciplinary notice.

D. Likewise, only those identified as Key Personnel shall inspect the subject property and its comparables. Key Personnel must have a Certified General Real Estate Appraiser license for the geographic area where the property is located; or in the case of multiple states, be a Certified General Real Estate Appraiser in at least one state, and at the time a task order is placed, apply for and obtain (provide proof thereof to the COR) a temporary license in the state where the property is located. State Certifications (full or temporary) must be obtained for each state/area. The Key Personnel must be identified as either full-time staff employees or as exclusive-subcontractors. Either way, both must meet the minimum qualification requirements of key personnel, as noted in this section.

E. All employees and/or subcontractors of the offeror 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.

F. Corrections or substitutions shall be provided as soon as possible, but no later than the time agreed upon at the time of the request to substitute Key Personnel.

C4. LIMITATIONS ON SUBCONTRACTING

Key personnel shall be full-time, staff employees and/or subcontractors shall have exclusive contracts with the offeror. Qualifications shall be presented as part of the proposal. Any subcontract arrangements made or altered after award must have the approval of the CO, with input from the COR. A copy of any such subcontract arrangement shall be provided to the CO and COR for evaluation. Failure to receive prior approval by the CO may result in termination of a task order.

5. SCOPE OF SERVICES

A. The Offeror shall provide the management, supervision, manpower, equipment and supplies and shall plan, schedule, coordinate and assure effective performance of all services described herein. The Offeror is required to perform appraisals and consultations involving federally-owned real property, and other privately owned property as identified by GSA, within the delineated state or geographic area in accordance with the requirements of this solicitation. All Key Personnel working on a task order shall be responsible for performing 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 Offeror shall identify the various aspects of the property that may impact value; as well as make any other such investigations and studies as appropriate and necessary to enable the key personnel to derive credible value conclusions and prepare the appraisal report. Upon completion of the investigations, and studies, the Offeror shall prepare, furnish, and deliver to the Government an appraisal report prepared in accordance with the individual task order specifications. The appraisal analysis and report shall, in form and substance, conform to the Uniform Standards of Professional Appraisal Practice (USPAP), Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) and GSA Instructions as contained in the task order. The appraisal report shall present adequate, quantifiable factual data to support the stated opinions and conclusions. A copy of the appraiser(s) current appraisal certification from the state the assignment was completed and qualifications must be included with each report.

C. The appraisal assignments will either require an appraisal report, as defined by USPAP or the Uniform Appraisal Standards for Federal Land Acquisition (UASFLA); as well as GSA’s supplemental standards and instructions. The type of required appraisal and report for a specific assignment will be stipulated at the time a Performance Work Statement is issued. The most current instructions available will be provided to the Offeror when a Request for Proposal is provided.

D. Appraisal services may range from the conveyance of published data to written and verbal correspondences, and appraisal reports. They may include but are not limited to such activities as gathering data, furnishing comparable sales, performing market studies, preparing phased analyses (portions of an appraisal i.e. up through highest and best use), providing current inventories, or other services such as preparation and court testimony. Details of the individual scopes will be provided at the task order level.

E. The offeror shall include a signed certification with each appraisal indicating that they have or have not inspected the property appraised and all comparable properties used in arriving at the opinion of value.

F. 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 the Asset Manager/Building Manager before visiting the site. The building manager or Asset Manager of the specific site(s) must be notified of the Contractor's visit to the building, with ample time for any tenant/client required security clearances from tenants to be obtained before going to the site. The building manager/asset manager will be able to schedule an appointment for Key Personnel to be escorted on and around the property, if necessary.

C6. DESCRIPTION OF SERVICES

A. MARKET VALUE (MV) ASSIGNMENTS

1. MV appraisals are used to assist GSA in valuing the subject property for acquisition, sale, exchange, fee simple condemnation, leasehold condemnation, etc… or in valuing the asset held in inventory (etc.). For a task order assignment where the Contractor is asked to provide an estimate of the 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. Upon completion of the inspections, investigations, and studies, the Offeror shall prepare, furnish, and deliver to the Government an appraisal in the report as specified in the Performance Work Statement. The appraisal report shall be delivered to GSA as an electronic PDF document.

Sample performance work statements for task orders requiring a market value appraisal in accordance with GSA instructions and USPAP and GSA instructions and UASFLA are presented in Section J, Exhibits 6 & 7.

B. FAIR ANNUAL RENTAL ASSIGNMENTS

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.

A sample performance work statement for an individual task order requiring a FAR appraisal in accordance with GSA instructions and USPAP is presented in Section J, Exhibit 5.

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.

C7. 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 task order is issued. The extent of detail required for the appraisal report and an explanation of the property rights to be appraised will also be identified.

C8. NONDISCLOSURE AGREEMENT & CONFIDENTIALITY

The value estimates, analyses, and conclusions are proprietary to the Government and confidential and may not be disclosed to anyone other than the GSA Regional Appraiser. The contractor, including the contractor's employees, subcontractors, and contract personnel, shall not disseminate any information concerning programs, activities or projects, or any related matters of this contract or the resultant task orders without approval of the CO. All questions concerning procurements or media inquiries shall be directed to the CO of this contract or the Designated Ordering Official of a task order, as applicable.

NOTE: Before the contractor engages in an appraisal of the subject property for another client subsequent to award of this assignment, permission must be obtained from GSA to release the contract appraiser for this purpose. A Non-Disclosure Agreement (NDA) may be issued at the task order level if the nature of the work requires a nondisclosure agreement and deemed necessary by task order level CO. (See Attached document in FBO posting for a copy of the NDA).

C9. GOVERNMENT FURNISHED DATA (Typically provided, if available) A. Legal description B. Relevant data regarding existing signed occupancy agreements C. Relevant data from current asset business plan D. Plat/Survey E. Floor plan(s) F. Environmental reports G. Historic information/covenants H. Recent operating expense data

C10. REPORT FORMAT

Appraisal reports must be submitted in a narrative format in conformance with USPAP or if applicable, UASFLA guidelines. It shall be presented in a logical order that reflects professional appraisal industry standards. It must follow the appraisal instructions provided by GSA at the time that the Request for Proposal is provided. A GSA review appraiser will review the report prior to acceptance for compliance with all applicable standards and instructions. Deviations from specifications may result in non-acceptance of the report as well as non-payment.

C11. DELIVERY OF REPORT

The amount of time allowed for the development, completion, and delivery of the report will be negotiated with the placement of each order. The required procedures for delivery of the appraisal report to GSA will be defined in the task order specifications of the individual assignment.

C12. UPDATE – TASK AWARD

It may be necessary to award or to modify a task award to update some of the deliverables performed under these contracts. The updated report may be in summary format with reference made to the original report, but each major heading must be addressed as to any change. Changes must be thoroughly discussed. The time typically allowed for the update, if ordered, is 14 days. The daily rate in effect at the time shall apply to the update. Unless the property or market conditions have change significantly, it is anticipated that the number of working days required to prepare the updated appraisal would not exceed 25 to 50 percent of the days needed to complete the original assignment.

C13. DATE OF VALUATION OR EVALUATION

The effective date of valuation shall be outlined in the GSA task order. This date may be retrospective, current or prospective. Typically, the date of the report shall be the date of the last inspection of the property.

C14. HIRING OF UNAUTHORIZED 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 Department of Homeland Security (DHS). A determination by DHS 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 offers upon request.)

C15. GOVERNMENT QUALITY ASSURANCE

The Government will use the methods outlined in the Quality Assurance Surveillance Plan, Attachment A on the following page, to perform surveillance of contractor performance; regardless of the number of contracts, and subsequent task orders awarded under this IDIQ. The Government reserves the right to include other methods of surveillance including Customer Input, Random Sampling, Periodic Inspection, and any others deemed necessary to ensure quality services. The Contractor's performance will be documented on the Performance Assessment Report (Attachment A) for each task order issued under this contract.

A

TTA

C H

M

EN

T A

O btain and m aintain all appropriate S tate licenses/certifications

S elf m onitor perform ance and m aintain reports required by quality control plan.

N egotiate level of effort in good faith for each R

FP

P rom ptly subm it proposals for task orders w hen issued an R

FP

A nsw er all requests for clarifications forw arded to the contractor by the C

R in w ritten narrative form

C oordinate and com plete required services & report for each task order.

A ssist G

SA

in conferring & coordinating w ith other G

SA

contractors & Federal agencies.

P rom ptly report to the C O

, in w riting, any discrepancies found in the requirem ents.

C losely coordinate w ork at all locations and each task order w ith the C O

R , or their appointed R egional R eview ppraiser. .

R

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Q U

A

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N

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O fferor shall m aintain and K ey personnel shall obtain and m aintain all appropriate S tate licensures/certifications

O fferor’s Q

C plan shall be up to date and consistently reflect effective procedures to ensure quality perform ance.

O fferior r negotiates fairly and reasonably on task orders w hich result in aw ard of fair & r e a s o n a b le p r ic e fferor subm its proposal inaccordance w ith the tim e fram e requested by the C

O for each

R F

P fferorshall respond in w riting w ithin 3 w orking days to each request for clarification.

O fferor shall coordinate w ith all appropriate parties and diligently com plete required services & report for each task order w ithin tim e fra m n g o tia te d

W hen requested, K ey P ersonnel assists G

SA

in coordinating appraisal activities w ith all in v o lv d p a r t ie s fferorr w ill report to the C any discrepancies found in the requirem ents.

K ey P ersonnel w ill coordinate the w ork at all locations and each task order w ith the C

O R or appointed R egional R eview ppraiser to avoid redundancies

PER

FO

R M

A N

C E

STA

N

D A

D

100%

C ontractors m onitoring plan is updated prom ptly; w ith no m ore than three (3) failures to com ply yearly.

N o m ore than one (1) instance per year of failure to negotiate in good faith.

N o m o re th a n tw o (2 in sta n ces p e r ye a r of fa ilu re to retu rn p ro p osa l w ith th e re q u e ste d tim e fram e

N o m ore than three (3) instances per year of failure to subm it tim ely.

N o m ore than one (1) instance per task order of failure to perform task order tim ely.

N o m ore than one (1) instance per year of failure to coordinate w ith all involved parties.

N o m ore than one (1) instance per year of failure to report discrepancies.

N o m ore than one (1) instance per year of failure to coordinate w ork.

A C

C

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B

LE Q

U A

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L

E V

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Q andom surveillance.

R andom surveillance.

R andom surveillance.

R andom surveillance.

R andom surveillance.

100% R eview

G ov't. w ill verify through random feedback from G

SA

and client agencies.

andom feedback from client agencies, C O

R

R andom feedback from client agencies and observation by C and C

R

M O

N

ITO

R

IN

G

LEVEL

N one perform ance w ill exclude the O fferor or K ey P ersonnel from perform ing w ork under this contract.

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A

S s t P e rfo rm a n c e

D a ta b a s e

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A s t P e rfo rm a n c e

D a ta b a s e

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A s t P e rfo rm a n c e

D a ta b a s e

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (Attachm ent A

l) or in C

PAR

ast P erform ance D atabase.

R eport m ust be revised w ithin 3 days of notification. Failure to perform corrections w ill result in negative past perform ance.

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A s t P e rfo rm a n c e

D a ta b a s e

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A ast P erform ance D atabase.

P ositive/N egative perform ance w ill be docum ented in past perform ance reports (A ttachm ent A

l) or in C

P A s t P e rfo rm a n c e

D a ta b a s e

IN

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ISIN

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Performance Evaluation of Contract Performance Elements N/A Poor Fair Good Exclnt

1. Quality of Work

2. Timely Performance

3. Effectiveness of Management

4. Compliance with Specifications 5, Cooperation

6. Accuracy of documents/assignment

7. Personnel Ability

8. OVERALL EVALUATION

PERFORMANCE EVALUATION

Contract No: Task Order No:

Type of Report: Interim Name/Address Contractor:

Final Contract

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Project Location:

Project Description:

Contract Data

Type of work: Type of Contract: Fixed Price Other Initial Contract Price . Modifications Final Contract Price Contract Award Date Extensions Actual Completion Date

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