10_Appraisal_IDIQ_Request_for_Proposal_(RFP).pdf

Appraisal & Consulting Services IDIQ GS-07-P-16-UD-D-7001 AR, OK, LA, NM, TX, IA, KS, NE, MO, CO, UT, MT, WY, ND, and SD

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: Real Property Appraisals and Consulting Services Indefinite Delivery Indefinite Quantity

(IDIQ)

For the Real Property Utilization and Disposal Division (7PZ)

AR, OK, LA, NM, TX,

IA, KS, NE, MO, CO,

UT, MT, WY, ND, and

SD

SOLICITATION NO:

GS-07-P-16-UD-D-7001

ISSUE DATE:

January 10, 2017

CLOSING DATE &

TIME:

February 24, 2017

2:00 PM (CST)

CONTRACT

NO:

TBD

DATE OF AWARD:

TBD

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 valerie.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-07-P-16-UD-D-7001

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 23.700 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: 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 the 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 [X]

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, Valerie Henderson, at valerie.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, Valerie Henderson, at valerie.henderson@gsa.gov. Because of increased security standards, "next-day" express package carriers may experience delays in making deliveries to the GSA federal building. Offerors should take this fact into consideration if express package delivery is required.

PRICING OF OPTIONS

Offerors shall price the initial (base) 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), are 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" to 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 thirty (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 (3) modules.

Contractors are encouraged to visit https://www.cpars.gov/allapps/cpartrng/webtrain/webtrain_all.htm to sign up for free on-line 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 thirty (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 System for Award Management (SAM) 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, System for Award Management (SAM), the Contractor is responsible for the accuracy and completeness of the data within the SAM 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) 4381690 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 cenwpcaic@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, and 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 (6) 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.

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

Relevant Past Experience Worksheet

Exhibit 2 – Five (5) Yrs. of Relevant Past Experience Worksheet

Past Performance Reference Questionnaire

Key Personnel Worksheet

Technical Approach - Appraisal Problem

Locations Willing to Work Checklist

SECTION A

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

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

GS-07-P-16-UD-D-7001

valerie.henderson@gsa.gov 817-850-5522

7PQA 100

7PQA

ACQUISITION MANAGEMENT DIVISION

ACQUISITION PROGRAM SUPPORT BRANCH

819 TAYLOR ST RM 12B01

FORT WORTH, TX 76102

PBS Payments Branch P.O. Box 17181 Ft. Worth, TX 76102-0181

See below for additional information

Elizabeth Crawford

531320

7.5 Million

1/10/2017

2/24/2017

2:00 PM (CST)

ACQUISITION MANAGEMENT DIVISION

ACQUISITION PROGRAM SUPPORT BRANCH

819 TAYLOR ST RM 12B01

FORT WORTH, TX 76102

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

PAGE

GENERAL SERVICES ADMINISTRATION

OF

ITEM NO., FORM OR

STOCK NUMBER DESCRIPTION OF ARTICLES OR SERVICES QUAN-

TITY

UNIT

OF

ISSUE

UNIT

PRICE

AMOUNT

3 3

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 Real Property Appraisals and Appraisal-Related Consulting Services. The Contractor(s) will be required to perform appraisals and consultations involving federally-owned real property, and also 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: real property acquisitions, dispositions, exchanges and leases, and Federal outgrants (leases, easements, licenses and permits of Federal property), reviews of third party appraisal reports, and consultations. These contracts will be utilized by GSA Real Property Utilization and Disposal Division (7PZ), in Fort Worth, Texas, and are being established to provide timely, cost effective, and professional appraisal, appraisal-related, and consulting services with optimum geographic coverage within fifteen (15) states comprising GSA’s Regions 6, 7, and 8. 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 the Government’s intent to award up to twenty (20) contracts against this solicitation. It is anticipated that each state will be awarded a minimum of one (1) contract. Additional contracts may be awarded based on programmatic requirements for specific states. GSA anticipates awarding up to three (3) contracts to individuals/firms that can demonstrate their ability to work in all fifteen (15) states. Offerors may submit proposals for individual or multiple states, if qualified; however, please note that task orders awarded under this IDIQ for multiple states may have the same due date.

Each contract will have a one (1) year base term with four (4) one (1) year renewal options. As requirements are identified, individual task orders will be issued to the IDIQ for each state territory.

Single awards per state are anticipated, however, multiple awards may be made in one or more states. Awardees are advised that in those states 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 contract 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 provide appraisers proficient in appraising the value of the following property types:

General Purpose — Assignments include commercial, industrial, residential, land as improved, as well as vacant land, etc. 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 — These may include, but are not limited to, U.S. Courthouses, U.S. Post Offices, historically significant properties, border stations/land ports of entry, hospitals, military bases and remote military use sites, aviation and maritime properties, defense manufacturing plans, environmentally-impacted properties, lighthouses, rights-of-ways, rail spurs, partial interests (air, water, mineral, timber rights, easements, etc.), Market Rent assignments, leasehold or fee simple condemnation and other properties that are unique or complex in nature.

Mixed Use – Including multiple-building complexes, or undeveloped sites that may be unique or complex in nature.

D. These contracts are being established to provide flexibility in GSA's procurement of appraisal and consulting services. Appraisal and consulting services of all property types may be ordered from these contracts, but it is not a requirement that GSA utilize these contracts for all appraisal assignments.

E. Work within State - The states designated for this procurement are presented below. GSA intends to award one (1) or more contracts per state.

There will be services required in the following states:

Arkansas Oklahoma Louisiana New Mexico Texas Iowa Kansas Nebraska Missouri Colorado Utah Montana Wyoming North Dakota South Dakota

GSA may select to make single awards in these states or combine states for multiple award IDIQs.

Note: (1) Offerors may submit proposals for multiple states, if qualified. Please note that should an offeror propose for multiple states there must be one (1) complete technical proposal, which will include all the states, and a complete and separate price proposal for each state.

Note: (2) Offeror must provide copies of their current Certified General Real Estate Appraiser license in any of the above states and must have, or be able to obtain, such licenses in any of the states they are proposing work in for this solicitation.

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. 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 in Section B3 of this solicitation. Offerors shall provide a pricing page (base period and all four (4) Option periods) for each state 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. Do not combine submissions for multiple states into the same email.

B3. PRICE SCHEDULE

A. Offerors must provide pricing for the Initial Base Period and all four (4) Option Periods for each state or combination of states for which they wish to be considered in order to be eligible for award.

The State being proposed must be clearly marked at 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 for which this Price Schedule is being submitted)

Appraisal and Appraisal-Related Consulting Services:

(a) Offer Period Rate/Day

Base Period (12 Months) $ _____ /Day

First Year Option Period (12 Months) $ _____ /Day

Second Year Option Period (12 Months) $_____ /Day

Third Year Option Period (12 Months) $ _____ /Day

Fourth Year Option Period (12 Months) $ _____ /Day

Preparation and Court Testimony Services:

Base Period (12 Months) $ ______ /Hour

First Year Option Period (12 Months) $ ______ /Hour

Second Year Option Period (12 Months) $ ______ /Hour

Third Year Option Period (12 Months) $ ______ /Hour

Fourth Year Option Period (12 Months) $ ______ /Hour

Column (a) is the offeror's firm fixed daily rate (estimated eight (8) hours), (per one (1) hour if related to court testimony) for a particular state.

Note: Proposed and accepted daily rates will be incorporated into a resultant contract. These rates will be applied to the level of effort required for future requirements. 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 Fair Market Value (Market Value); Fair Annual Rent (as defined in GSA task order); Market Rent, Special Use Value/Value in Use, Disposition Value, and values subject to specific use restrictions that would be atypical of the market.

GSA is required to obtain “Fair Market Value” in accordance with legislative guidelines. For this procurement, the terms “Fair Market Value” and “Market Value” are interchangeable, and the term “Market Value” will be used through the remainder of this document. The appropriate term, definition, and definition source of value to be utilized for an assignment will be specified within each task order.

C. If offering a proposal for multiple states, contractor shall complete additional pricing sheets, as needed.

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 contract. 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. ESTIMATED MAXIMUM ORDERING LEVEL

Provided for informational purposes

GEOGRAPHIC AREA ESTIMATED MOL PER

STATE

ARKANSAS $ 49,750

OKLAHOMA $100,000

LOUISIANA $150,000

NEW MEXICO $100,000

TEXAS $400,000

IOWA $ 75,000

KANSAS $ 75,000

NEBRASKA $ 60,000

MISSOURI $200,000

COLORADO $250,000

UTAH $ 60,000

MONTANA $150,000

WYOMING $150,000

NORTH DAKOTA $ 90,000

SOUTH DAKOTA $ 90,000

5 YEAR TOTAL MOL COST $1,999,750

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

SECTION C

STATEMENT OF SERVICES

Cl. SPECIFICATIONS The offeror shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Appraisal and Consulting Services for the General Purpose, Special Purpose and Mixed Use 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 (PWS) that are developed as the need for services arise.

C2. KEY PERSONNEL

The offeror shall utilize only the Key Personnel named in its proposal to perform the services required under this contract. Key Personnel shall include an appraiser with a Certified General Real Estate Appraiser License, and qualified as described below. 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 provide proof of, at minimum, a current active Certified General Real Estate Appraiser license in a state(s) in 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, in accordance with the Uniform Standards of Professional Appraisal Practice (USPAP), the assignment report(s).

B. All Key Personnel (including the offeror, if they are an appraiser that will provide services under this contract) 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. In accordance with the USPAP’s Competency Rule, an appraiser must: (1) be competent to perform the assignment; (2) acquire the necessary competency to perform the assignment; or (3) decline or withdraw from the assignment. In all cases, the appraiser must perform competently when completing the assignment.

C. A principal appraiser 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 periods. The offeror is responsible for notifying the CO and the COR if any Key Personnel receive a State disciplinary action within seven (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 state where the property is located; or in the case of multiple states, be a Certified General Real Estate Appraiser in at least one (1) state, and at the time a task order is placed, apply for and obtain (provide proof thereof to the COR) a permanent or temporary license in the state where the property is located.

State Certifications (full or temporary) must be obtained for each state. 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 or appraisers shall be full-time staff employees and/or subcontractors who 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.

C5. 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 a self-contained or summary narrative appraisal report format. The type of required appraisal and report for a specific assignment will be stipulated at the time a Performance Work Statement is issued.

D. Appraisal-related consulting services may range from verbal discussions to written 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. These services shall also be performed in accordance with USPAP, UASFLA, and GSA instructions, as directed in the task order.

E. The principal appraiser shall include a signed certification with each appraisal indicating that they have or have not personally inspected the property appraised and all comparable properties used in arriving at the estimate of value. The principal appraiser must sign the report, as well as any appraiser that had been involved in a major portion of the work and/or report’s completion.

F. All site visits to federal property are typically performed during normal business hours. Each property may have its own normal business hours and those hours must be verified with GSA/client before visiting the site. Properties may have building managers or custodians and if so, those building managers or custodians must be notified of the Contractor’s visit to the property before going to the site, unless the contractor does not need to enter a building or other structure. The building manager or custodian of secured sites must be contacted by the contractor to arrange for access and escort on site, 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, or for 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. 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 in the report option as specified and defined in USPAP. The appraisal report shall be delivered to GSA as an electronic PDF document. Upon GSA review and acceptance, hard copies of the finished appraisal report will be delivered to GSA (number to be specified in the PWS for each task order), as well as provided in electronic PDF format.

Sample Performance Work Statement is presented in Section J, Exhibit 5.

B. MARKET RENT ASSIGNMENTS

1. Market Rent appraisals are a process whereby the appraiser researches comparable properties and subject market activity to determine an appropriate rent charge for space and services at a subject Federal location. The appraisal report and final rental value conclusions are reviewed and approved by GSA.

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 type of appraisal report (self-contained, summary, or restricted) and an explanation of the property rights to be appraised will also be identified.

C8. NON-DISCLOSURE 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 prior approval from the CO. All questions concerning procurements or media inquiries shall be directed to the CO of this contract or the Designated Ordering Official of the 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 non-disclosure agreement and deemed necessary by task order level CO.

C9. GOVERNMENT FURNISHED DATA (Typically provided, if available) A. Legal description B. Relevant data regarding recent property uses C. Relevant data from prior operation and maintenance reports D. Plat/Survey E. Floor plan(s) F. Environmental reports G. Historic information/covenants H. Recent operating expense data I. Disposal requirements from legislation directed at the property

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 task 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 ORDER AWARD

It may be necessary to award or to modify a task order 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 changes. Changes must be thoroughly discussed. The time typically allowed for the update, if ordered, is thirty (30) days. The daily rate in effect at the time shall apply to the update. Unless the property or market conditions have changed significantly, it is anticipated that the number of working days required to prepare the updated appraisal would not exceed fifty (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 (QASP), 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 Evaluation Report (Attachment A1) for each task order issued under this contract.

TECHNICAL EXHIBIT A

Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective Standard Performance Threshold Method of Surveillance

Closely coordinate work at all locations and each task order with the COR.

Contractor will coordinate the work at all locations and each task order with the COR to avoid redundancies and disruptions.

No more than one (1) instance per year of failure to coordinate work.

Random feedback from client agencies and observations by CO and

COR.

Promptly report to the CO, in writing, any discrepancies found in the requirements.

Contractor will report to the CO any discrepancies found in the requirements.

No more than one (1) instance per year of failure to report discrepancies.

Random feedback from client agencies and COR.

Assist GSA in conferring & coordinating with other GSA contractors & Federal agencies.

When requested, Contractor assists GSA in coordinating appraisal activities with all involved parties.

No more than one (1) instance per year of failure to coordinate with all involved parties.

Random feedback from client agencies and COR.

Coordinate and complete required services for each task order.

Contractor shall coordinate with all appropriate parties and diligently complete required services for each task order within timeframe negotiated.

No more than one (1) instance per year of failure to perform task order timely.

100% inspection.

Answer all requests for clarifications forwarded to the contractor by the CO in written narrative form.

Contractor shall respond in writing within ten (10) working days to each request for clarification.

No more than three (3) instances per year of failure to submit report timely.

100% inspection.

Promptly submit proposals for task orders when issued an

RFP.

Contractor submits proposal in accordance with the timeframe requested by the CO for each RFP.

No more than two (2) instances per year of failure to return proposal within the requested timeframe.

100% inspection.

Negotiate level of effort in good faith for each RFP.

Contractor negotiates fairly and reasonably on task orders which result in award of fair & reasonable price.

No more than one (1) instance per year of failure to negotiate in good faith.

100% inspection

Self-monitor performance and maintain reports required by quality control plan.

Contractor’s QC plan shall be up to date and consistently reflect effective procedures to ensure quality performance.

Contractor’s monitoring plan is updated promptly, with no more than five (5) failures to comply yearly.

Random surveillance.

TECHNICAL EXHIBIT B

DELIVERABLES SCHEDULE

Deliverable Frequency # of Copies Medium/Format Submit To Negotiated with placement of each task order.

Negotiated with placement of each task order.

COR and CO

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

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 % complete.

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

Please provide and attach additional remarks of outstanding performance as indicated by the Contractors performance on this contract. Or, provide explanation of unsatisfactory performance for each unsatisfactory element. In either case, provide facts concerning specific events or actions to justify the evaluation.

Recommended for Future Contracts? Yes No Name and Title of Rating Official Org Code Name and Title of Reviewing Official Org Code

Signature Date Signature Date

20Attachment A1

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 CO or the COR shall clearly indicate the contract number, task order number, PDN number, and location including building number of the contract for which the information is being submitted.

SECTION E

INSPECTION AND ACCEPTANCE

E1. FAR 52.246-4 INSPECTION OF SERVICES

(a) Definition. "Services," as used in this clause, includes services performed, workmanship, and material furnished or utilized in the performance of services.

(b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.

(c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work.

(d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reasonable facilities and assistance for the safe and convenient performance of these duties.

(e) If any of the services do not conform to contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements at no increase in contract amount. When the defects in services cannot be corrected by re-performance, the Government may—

(1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and

(2) Reduce the contract price to reflect the reduced value of the services performed.

(f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity…