Little Chetco Appraisal Solicitation.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE 1 OF

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30 1000860 72

2. CONTRACT NO. 3. AWARD/EFFECTIVE 4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE DATE

05/07/2020

7. FOR SOLICITATION INFORMATION

CALL:

a. NAME

Leslie Solberg 503-668-1667

8. OFFER DUE DATE/ LOCAL

TIME: 2:00pm

05/21/2020

9. ISSUED BY CODE 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: 100 % FOR

SMALL BUSINESS WOMEN-OWNED SMALL BUSINESS

HUBZONE SMALL (WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

BUSINESS SMALL BUSINESS PROGRAM NAICS: 531320

SERVICE DISABLED EDWOSB

VETERAN- OWNED SIZE STANDARD:

SMALL BUSINESS 8(A) $8 Million

Mt. Hood National Forest

Zigzag Ranger Station

70220 E. Hwy. 26

Zigzag, Oregon 97049

11. DELIVERY FOR FOB DESTINATION

UNLESS BLOCK IS MARKED

SEE SCHEDULE

12. DISCOUNT TERMS 13a. THIS CONTRACT IS A RATED

ORDER UNDER DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE

See specifications.

16. ADMINISTERED BY CODE

See block 9.

17a. CONTRACTOR/ CODE FACILITY

OFFEROR CODE

DUNS #

18a. PAYMENT WILL BE MADE BY CODE

All invoices will be processed using the Department of

Treasury’s Invoice Processing Platform (IPP), visit http://www.ipp.gov to learn more. Contractors must follow the instructions on how to register and submit invoices via

IPP.

TELEPHONE N0.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

OFFER IS CHECKED

SEE ADDENDUM

19. 20. 21. 22. 23. 24.

ITEM N0. SCHEDULE OF SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

Appraisal Report for Little Chetco Acquisition –

SIS #254

In accordance with the attached specifications, terms and conditions.

FAR Clauses and provisions incorporated by reference in this Request for Quotation may be viewed in full text at the following web address www.arnet.gov/far

NOTE: Offerors must be registered in the System for Award

Management (SAM) https://www.sam.gov, including Online

Representations and Certifications: FAR 52.212-3 (MAR 2020) See web page: https://www.acquisition.gov.

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

1 JOB XXXXXX $____________

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

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN _______1________ 29. AWARD OF CONTRACT: REF. OFFER

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY DATED .. YOUR OFFER ON SOLICITATION ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED (BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS: ____________________

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 1449 (REV.2/2012)

PREVIOUS EDITION IS NOT USABLE Prescribed by GSA - FAR (48 CFR) 53.212

12046W20Q0044 http://www.ipp.gov/ http://www.arnet.gov/far https://www.acquisition.gov/

CONTRACT CLAUSES

FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available.

In addition, the full text of the clauses is available on the following website:

https://www.acquisition.gov/browse/index/far.

FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

52.204-13 System for Award Management Maintenance (OCT 2018)

52.219-6 Notice of Total Small Business Set-Aside (NOV 2011)

52.222-26 Equal Opportunity (SEPT 2016)

52.222-41 Service Contract Labor Standards (MAY 2014)

52.223-6 Drug-Free Workplace (MAY 2001)

52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving

(AUG 2011)

52.232-16 Progress Payments (APR 2012)

52.232-25 Prompt Payment (JAN 2017)

52.232-33 Payment by Electronic Funds Transfer – System for Award Management

(OCT 2018)

52.233-1 Disputes (MAY 2014)

52.233-3 Protest After Award (AUG 1996)

52.243-1 Changes--Fixed-Price (AUG 1987)--Alternate I (APR 1984)

52.244-6 Subcontracts for Commercial Items (NOV 2017)

52.249-1 Termination for Convenience of the Government (Fixed-Price) (Short From)

(APR 1984)

52.249-8 Default (Fixed-Price Supply and Service) (APR 1984)

FAR 52.212-4 Contract Terms and Conditions--Commercial Items (Oct 2018)

Incorporated by reference.

FAR 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders --

Commercial Items (MAR 2020)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (Jan 2017)

(section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act 2015

(Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015)

(3) 52.233-3, Protest After Award (AUG 1996) (31 U.S.C. 3553).

https://www.acquisition.gov/browse/index/far

(4) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77, 108-78 (19

U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the contracting officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial items:

___ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Sept 2006), with Alternate I (Oct

1995) (41 U.S.C. 4704 and 10 U.S.C. 2402).

___ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Oct 2015) (41 U.S.C. 3509).

___ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009

(Jun 2010) (Section 1553 of Pub L. 111-5) (Applies to contracts funded by the American Recovery and

Reinvestment Act of 2009).

___ (4) 52.204-10, Reporting Executive compensation and First-Tier Subcontract Awards (Oct 2016) (Pub. L.

109-282) (31 U.S.C. 6101 note).

___ (5) [Reserved]

___ (6) 52.204-14, Service Contract Reporting Requirements (Oct 2016) (Pub. L. 111-117, section 743 of Div.

C).

___ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) (Pub.

L. 111-117, section 743 of Div. C).

___ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment (Oct 2015) (31 U.S.C. 6101 note).

___ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Jul 2013) (41

U.S.C. 2313).

___ (10) [Reserved]

___ (11) (i) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (Nov 2011) (15 U.S.C. 657a).

___ (12) (i) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (Oct 2014)

(if the offeror elects to waive the preference, it shall so indicate in its offer)(15 U.S.C. 657a).

___ (13) [Reserved]

_x__ (14) (i) 52.219-6, Notice of Total Small Business Aside (Nov 2011) (15 U.S.C. 644).

___ (15) (i) 52.219-7, Notice of Partial Small Business Set-Aside (June 2003) (15 U.S.C. 644).

_x__ (16) 52.219-8, Utilization of Small Business Concerns (Nov 2016) (15 U.S.C. 637(d)(2) and (3)).

_x__ (17) (i) 52.219-9, Small Business Subcontracting Plan (Jan 2017) (15 U.S.C. 637 (d)(4)).

_x__ (18) 52.219-13, Notice of Set-Aside of Orders (Nov 2011) (15 U.S.C. 644(r)).

_x__ (19) 52.219-14, Limitations on Subcontracting (Jan 2017) (15 U.S.C. 637(a)(14)).

____ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (Jan 1999) (15 U.S.C. 637(d)(4)(F)(i)).

___ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (Nov 2011) (15

U.S.C. 657f).

___ (22) 52.219-28, Post Award Small Business Program Rerepresentation (Jul 2013) (15 U.S.C. 632(a)(2)).

___ (23) 52.219-29, Notice of Set-Aside for, or Sole Source Award to, Economically Disadvantaged Women-

Owned Small Business Concerns (Dec 2015) (15 U.S.C. 637(m)).

___ (24) 52.219-30, Notice of Set-Aside for, or Sole Source Award to, Women-Owned Small Business

Concerns Eligible Under the Women-Owned Small Business Program (Dec 2015) (15 U.S.C. 637(m)).

_x__ (25) 52.222-3, Convict Labor (June 2003) (E.O. 11755).

_x__ (26) 52.222-19, Child Labor—Cooperation with Authorities and Remedies (Oct 2016) (E.O. 13126).

_x__ (27) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

_x__ (28) 52.222-26, Equal Opportunity (Sep 2016) (E.O. 11246).

_x__ (29) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38 U.S.C. 4212).

_x__ (30) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

___ (31) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

___ (32) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O.

13496).

___ (33) (i) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O. 13627).

___ (ii) Alternate I (Mar 2015) of 52.222-50, (22 U.S.C. chapter 78 and E.O. 13627).

___ (34) 52.222-54, Employment Eligibility Verification (Oct 2015). (E. O. 12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial items as prescribed in 22.1803.)

___ (35) 52.222-59, Compliance with Labor Laws (Executive Order 13673) (Oct 2016). (Applies at $50 million for solicitations and resultant contracts issued from October 25, 2016 through April 24, 2017; applies at

$500,000 for solicitations and resultant contracts issued after April 24, 2017).

Note to paragraph (b)(35): By a court order issued on October 24, 2016, 52.222-59 is enjoined indefinitely as of the date of the order. The enjoined paragraph will become effective immediately if the court terminates the injunction. At that time, DoD, GSA, and NASA will publish a document in the Federal Register advising the public of the termination of the injunction.

___ (36) 52.222-60, Paycheck Transparency (Executive Order 13673) (Oct 2016).

___ (37) (i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA-Designated Items (May

2008) (42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

___ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun

2016) (E.O.13693).

___ (39) 52.223-12, Maintenance, Service, Repair, or Disposal of Refrigeration Equipment and Air

Conditioners (Jun 2016) (E.O. 13693).

___ (40) (i) 52.223-13, Acquisition of EPEAT® -Registered Imaging Equipment (Jun 2014) (E.O.s 13423 and

13514

___ (41) (i) 52.223-14, Acquisition of EPEAT® -Registered Television (Jun 2014) (E.O.s 13423 and 13514).

___ (42) 52.223-15, Energy Efficiency in Energy-Consuming Products (Dec 2007) (42 U.S.C. 8259b).

___ (43) (i) 52.223-16, Acquisition of EPEAT® -Registered Personal Computer Products (Oct 2015) (E.O.s

13423 and 13514).

___ (44) 52.223-18, Encouraging Contractor Policies to Ban Text Messaging while Driving (Aug 2011) (E.O.

13513).

___ (45) 52.223-20, Aerosols (Jun 2016) (E.O. 13693).

___ (46) 52.223-21, Foams (Jun 2016) (E.O. 13696).

___ (47) (i) 52.224-3, Privacy Training (Jan 2017) (5 U.S.C. 552a).

_x__ (48) 52.225-1, Buy American--Supplies (May 2014) (41 U.S.C. chapter 83).

___ (49) (i) 52.225-3, Buy American--Free Trade Agreements--Israeli Trade Act (May 2014) (41 U.S.C.

chapter 83, 19 U.S.C. 3301 note, 19 U.S.C. 2112 note, 19 U.S.C. 3805 note, 19 U.S.C. 4001 note, Pub. L. 103-

182, 108-77, 108-78, 108-286, 108-302, 109-53, 109-169, 109-283, 110-138, 112-41, 112-42, and 112-43).

___ (50) 52.225-5, Trade Agreements (Oct 2016) (19 U.S.C. 2501, et seq., 19 U.S.C. 3301 note).

___ (51) 52.225-13, Restrictions on Certain Foreign Purchases (Jun 2008) (E.O.’s, proclamations, and statutes administered by the Office of Foreign Assets Control of the Department of the Treasury).

___ (52) 52.225-26, Contractors Performing Private Security Functions Outside the United States (Oct 2016)

(Section 862, as amended, of the National Defense Authorization Act for Fiscal Year 2008; 10 U.S.C. 2302

Note).

___ (53) 52.226-4, Notice of Disaster or Emergency Area Set-Aside (Nov 2007) (42 U.S.C. 5150).

___ (54) 52.226-5, Restrictions on Subcontracting Outside Disaster or Emergency Area (Nov 2007) (42 U.S.C.

5150).

___ (55) 52.232-29, Terms for Financing of Purchases of Commercial Items (Feb 2002) (41 U.S.C. 4505), 10

U.S.C. 2307(f)).

___ (56) 52.232-30, Installment Payments for Commercial Items (Jan 2017) (41 U.S.C. 4505, 10 U.S.C.

2307(f)).

_x__ (57) 52.232-33, Payment by Electronic Funds Transfer— System for Award Management (Oct 2018) (31

U.S.C. 3332).

___ (58) 52.232-34, Payment by Electronic Funds Transfer—Other Than System for Award Management (Jul

2013) (31 U.S.C. 3332).

___ (59) 52.232-36, Payment by Third Party (May 2014) (31 U.S.C. 3332).

___ (60) 52.239-1, Privacy or Security Safeguards (Aug 1996) (5 U.S.C. 552a).

___ (61) 52.242-5, Payments to Small Business Subcontractors (Jan 2017) (15 U.S.C. 637(d)(12)).

___ (62) (i) 52.247-64, Preference for Privately Owned U.S.-Flag Commercial Vessels (Feb 2006) (46 U.S.C.

Appx 1241(b) and 10 U.S.C. 2631).

(c) The Contractor shall comply with the FAR clauses in this paragraph (c), applicable to commercial services, that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or executive orders applicable to acquisitions of commercial items:

___ (1) 52.222-17, Nondisplacement of Qualified Workers (May 2014) (E.O. 13495)

_x__ (2) 52.222-41, Service Contract Labor Standards (May 2014) (41 U.S.C. chapter 67.).

___ (3) 52.222-42, Statement of Equivalent Rates for Federal Hires (May 2014) (29 U.S.C. 206 and 41 U.S.C.

chapter 67).

___ (4) 52.222-43, Fair Labor Standards Act and Service Contract Labor Standards -- Price Adjustment

(Multiple Year and Option Contracts) (May 2014) (29 U.S.C.206 and 41 U.S.C. chapter 67).

___ (5) 52.222-44, Fair Labor Standards Act and Service Contract Labor Standards -- Price Adjustment (May

2014) (29 U.S.C. 206 and 41 U.S.C. chapter 67).

___ (6) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for

Maintenance, Calibration, or Repair of Certain Equipment--Requirements (May 2014) (41 U.S.C. chapter 67).

___ (7) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for

Certain Services--Requirements (May 2014) (41 U.S.C. chapter 67).

___ (8) 52.222-55, Minimum Wages Under Executive Order 13658 (Dec 2015) (E.O. 13658).

___ (9) 52.222-62, Paid Sick Leave Under Executive Order 13706 (JAN 2017) (E.O. 13706).

___ (10) 52.226-6, Promoting Excess Food Donation to Nonprofit Organizations. (May 2014) (42 U.S.C. 1792).

___ (11) 52.237-11, Accepting and Dispensing of $1 Coin (Sep 2008) (31 U.S.C. 5112(p)(1)).

(iii) 52.219-8, Utilization of Small Business Concerns (Nov 2016) (15 U.S.C. 637(d)(2) and (3)), in all subcontracts that offer further subcontracting opportunities. If the subcontract (except subcontracts to small business concerns) exceeds $700,000 ($1.5 million for construction of any public facility), the subcontractor must include 52.219-8 in lower tier subcontracts that offer subcontracting opportunities.

(iv) 52.222-17, Nondisplacement of Qualified Workers (May 2014) (E.O. 13495). Flow down required in accordance with paragraph (1) of FAR clause 52.222-17.

(v) 52.222-21, Prohibition of Segregated Facilities (Apr 2015).

(vi) 52.222-26, Equal Opportunity (Sep 2016) (E.O. 11246).

(vii) 52.222-35, Equal Opportunity for Veterans (Oct 2015) (38 U.S.C. 4212).

(viii) 52.222-36, Equal Opportunity for Workers with Disabilities (Jul 2014) (29 U.S.C. 793).

(ix) 52.222-37, Employment Reports on Veterans (Feb 2016) (38 U.S.C. 4212).

(x) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) (E.O.

13496). Flow down required in accordance with paragraph (f) of FAR clause 52.222-40.

(xi) 52.222-41, Service Contract Labor Standards (May 2014), (41 U.S.C. chapter 67).

(xii) (A) 52.222-50, Combating Trafficking in Persons (Mar 2015) (22 U.S.C. chapter 78 and E.O. 13627).

(B) Alternate I (Mar 2015) of 52.222-50 (22 U.S.C. chapter 78 E.O. 13627).

(xiii) 52.222-51, Exemption from Application of the Service Contract Labor Standards to Contracts for

Maintenance, Calibration, or Repair of Certain Equipment--Requirements (May 2014) (41 U.S.C. chapter 67.)

(xiv) 52.222-53, Exemption from Application of the Service Contract Labor Standards to Contracts for Certain

Services--Requirements (May 2014) (41 U.S.C. chapter 67)

(xv) 52.222-54, Employment Eligibility Verification (Oct 2015) (E. O. 12989).

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Statement of Work for Real Property Appraisal [Little Chtco Acquistion – SIS.254] | 5/5/2020

APPRAISAL STATEMENT OF WORK

FOR

SIS#254, Little Chetco Acquisition Scope

The USDA Forest Service is seeking to contract for an appraisal report for the fee and mineral estates of vacant land. The subject contains 60 acres of mineral estate and 45.1-acres of surface estate. The 45.1-acre surface estate lies within the area of the mineral estate, resulting in 45.1-acres held as fee simple estate and the remainder (14.9-acres) as mineral premises only. The property is the last remaining inholding within the Kalmiopsis Wilderness inside the Rouge River-Siskiyou National Forest and the outstanding estates will be united upon acquisition. This project’s official case name is SIS#254, Little Chetco Acquisition. The parcel, owned by The Wilderness Land Trust, is voluntarily offered for sale to the United States via the Forest Service.

The appraiser must make a personal inspection of the subject property and the properties used as comparables. This may be accomplished by direct observation from an aircraft.

Utilizing aerial photography or use of camera-carrying drones is not sufficient. Ground access to the subject property on foot is possible but is extremely physically arduous and would require an overnight camp at the subject site. If an aircraft is utilized, the appraiser is responsible for the associated costs and decisions, including safety measures. The government is not providing any aircraft or other transportation associated with this contract. Historically the subject had helicopter pads, but they no longer exist. Timberland Helicopters, Inc. out of Ashland, OR has experience flying to the subject site, also known as Emily Camp, under current site conditions. Other flight companies may be used, but the bidders are responsible for evaluating the risks associated with flying into and out of an undeveloped site.

Appraisal Assignment Package

For the purposes of this project, the Appraisal Assignment Package refers to the following:

Appraisal Statement of Work Appraisal Specifications Supplied Exhibits &/or appendices, both hard and electronic versions

The Assignment

Prepare a written appraisal report of the described subject property in compliance with the following:

Appraisal Statement of Work and Appraisal Specifications

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Current Edition - Uniform Standards for Professional Appraisal Practice (USPAP); and Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) 2016, i.e.

“Yellow Book”.

Purpose of the Appraisal

The purpose of the appraisal is to provide an opinion of the market value (as defined in UASFLA 1.2.4) of the described property. See Specifications Part I, Item 8, as well as the next page.

Definitions

Market Value Market value is the amount in cash, or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (UASFLA 2016, page 10, 1.2.4)

Summary of Property to be Appraised

Case Name: SIS#254, Little Chetco Acquisition

Landowner: The Wilderness Land Trust Brad Borst, President & CEO PO Box 11697 Bainbridge Island, WA 98110

Office: (206) 842-1214 Cell: (206) 397-5240 Email: Brad@wildernesslandtrust.org

General Location: The subject parcel is located approximately 12-miles westerly of the City of Cave Junction, Oregon. The subject parcel is an inholding surrounded by National Forest System Lands in the Siskiyou Forest.

There are no roads that access the subject parcel. The Google Earth Pro file below shows a general location of the subject property. It is not an official survey file.

SIS.254 - Little Chetco.kmz

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Parcel Number: The subject property is identified within the records of the Curry County Assessor’s Office as maptaxlot 3910-00 -00101-00, and can be found using the Curry County Assessor’s GIS at the link below:

https://lcmaps.lanecounty.org/LaneCountyMaps/CurryCountyApp/index.html

Legal Description: The legal description for the subject property is contained in the Land

Description Verification (LDV) dated 7/30/2019, which is attached as Exhibit B in these contract specifications. This LDV provides the controlling identification of the subject property, which may differ slightly from descriptions shown in other associated documents.

Size: 60 Acres; 45.1-acres of fee estate and 14.9 acres of mineral estate.

Maps: See pages 7 – 15 for subject neighborhood, aerial, topography, aerial with PLSS, aerial with EPA Surfacewater features, FEMA Firmettes, and access maps.

Estate to be The estate to be appraised consists of 60 acres of mineral estate and Appraised: 45.1-acres of surface estate. The 45.1-acre surface estate lies within the area of the mineral estate, resulting in 45.1-acres held as fee simple estate and the remainder (14.9 acres) as mineral premises only.

Improvements: There are no improvements. The cabin site is still evident as a foundation area but has no remaining footers/stem walls of any sort remaining at this time.

Physical/ Best modern access is travelling by foot south on NFST #1126 from Legal Access: the Babyfoot Lake trail head parking, then heading south along NFST

#1124 to the junction with the Little Chetco Trail NFST # 1121 just south of Canyon Peak lookout site. Descend steeply then along Little Chetco Trail past Cold Springs into the Little Chetco drainage. As that trail bottoms out along the little Chetco River you are quite near the eastern property boundary. Continue downstream to cross the Little Chetco on that trail and you have arrived on the property's eastern edge. Trail #1121 continues on a poorly maintained alignment thru the property to eventually connect with the mainstem Chetco at Madstone cabin site.

Minerals: The current owner of the property owns all mineral rights and will transfer with the title.

https://lcmaps.lanecounty.org/LaneCountyMaps/CurryCountyApp/index.html

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Timber: There is no merchantable timber on the property.

Water Rights: There are no water rights attached to this property.

Water Features: The Little Chetco River runs roughly through the center of the property.

Wetlands: There are no wetlands on the subject per the National Wetland

Inventory maintained by the US Fish and Wildlife Service, see page 14.

Floodplain: The subject is mostly in FEMA map 41015C1200E with effective date

9/25/2009, with the remainder in map 41015C1175E shows no area of the subject within a floodplain.

Hazardous A Phase I Environmental Site Assessment has not been completed at Materials: this time. The owner is not aware of any contamination. Also, a site inspection was performed by Forest Service Staff Officer Brian White who found no contamination or adverse environmental conditions but did note a highbanker that likely has motor oil in it and some sealed but empty oil bottles. See Exhibit C for more details.

Site Conditions: The property has steep slopes on either side with a narrow valley bottom where the Little Chetco River runs through it. The property burned in 2017.

Items not currently None known.

of Record:

Client, Intended Use, and Intended Users of the Appraisal

Client: USDA Forest Service.

Intended Users: USDA Forest Service, The Wilderness Land Trust, and their respective agents.

Intended Use: The intended use of the appraisal report is for possible acquisition of the described property by the United States.

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Pre-Contract Award Instructions

Hypothetical Conditions: None instructed. The Review Appraiser must be contacted to approve use of a Hypothetical Condition, and only if the use is necessary to produce a credible appraisal.

Extraordinary None instructed. The Review Appraiser must be contacted to Assumptions: approve use of an Extraordinary Assumption, and only if the use is necessary to produce a credible appraisal.

Larger Parcel: Refer to the Uniform Appraisal Standards for Federal Land

Acquisition (UASFLA), Section 1.4.6.

UASFLA requires the appraiser to make a larger parcel determination in all appraisals. The appraiser must describe the factual basis and analysis underlying the conclusion of the larger parcel analysis. The three tests developed under larger parcel analysis (unity of highest and best use, unity of title, and contiguity) must be reported in sufficient detail for the client and intended users to fully understand the factual and analytical basis for the conclusion.

Highest & Best Use: Refer to the Uniform Appraisal Standards for Federal Land

Acquisition (UASFLA), Sections 1.4.4 & 1.4.5.

The highest and best use conclusion will identify the most probable user, the most probable buyer, and the timing of the use. The timing of use is an assignment instruction.

Post-Contract Award Instructions

Pre-Work Meeting: Appraiser will participate in a pre-work teleconference meeting conducted by the Forest Service review appraiser. Pre-work may be in conjunction with the property inspection. Representatives of the Forest Service and The Wilderness Land Trust will be given an opportunity to take part in the pre-work meeting and associated property inspection.

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Enclosures: The contract appraiser is instructed to include a copy of this Appraisal Statement of Work and Appraisal Specifications in the addendum to the appraisal report.

Specialist reports and supporting documents, as well as those exhibits supplied with the Specifications document which describe the estate appraised, should be included. Large documents, such as an Environmental Site Assessment, may be incorporated by reference.

Appraisal Report Submission: The contract appraiser shall submit to the review appraiser one digital (pdf) version of the appraisal report no later than Friday, October 30, 2020. A preferred start date will be Wednesday, July 8, 2020. This date is subject to current COVID-19 pandemic guidelines and conditions at the time of contract award.

The Forest Service review appraiser will review the appraisal report and notify the contract appraiser of necessary revisions, if any. The revised report shall be submitted within 15 days.

The contract appraiser will provide (one) original copy of the signed final appraisal report and one (1) electronic (pdf) copy of the original signed final appraisal report to the Forest Service review appraiser once the report has been approved by the review appraiser.

Payment: Payment in full will be upon approval of the final appraisal report.

Summary

This Appraisal Statement of Work provides an overview of the appraisal assignment. The Appraisal Specifications document sets forth a summary of the standards and guidelines for the appraisal assignment. The Forest Service-issued Appraisal Statement of Work, Appraisal Specifications document, and exhibits/appendices supplied comprise the Appraisal Assignment Package which provides the contract appraiser details to be used in this assignment. If there are any further questions regarding this appraisal assignment, please contact the assigned Forest Service review appraiser for clarification.

Assigned Review Appraiser & Contracting Officer Representative (COR)

Bonnie Tanamor Qualified Review Appraiser USDA Forest Service Pacific Northwest Region bonnie.tanamor@usda.gov desk (503) 808-2408 cell (971) 325-6706

Vicinity Map

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North

Forest Map

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Curry County Tax Map

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Google Earth Map with PLSS Layer

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Imagery Date 7/2/2016

Google Earth Map with EPA Surfacewater Layer

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Imagery Date 7/2/2016

Topographical Map

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Note: the full mineral estate is not shown in this map

FEMA Firmette Map

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Appraisal Specifications for Real Property [Little Chetco – SIS#254] | 5/5/2020

APPRAISAL SPECIFICATIONS

FOR

SIS#254, Little Chetco Acquisition General Specifications & Scope

The Wilderness Land Trust owns private land that it has voluntarily offered for sale to the United States via the U.S. Forest Service, consisting of 60 acres of mineral estate and 45.1-acres of surface estate. The 45.1-acre surface estate lies within the area of the mineral estate, resulting in 45.1-acres held as fee simple estate and the remainder (14.9-acres) as mineral premises only. The property is the last remaining inholding within the Kalmiopsis Wilderness inside the Rogue River-Siskiyou National Forest and the outstanding estates will be united upon acquisition. The property is located in Curry County, Oregon. The U.S.

Forest Service is the Client for the appraisal report. Intended Users of the appraisal are relevant U.S. Forest Service personnel and The Wilderness Land Trust personnel. The Intended Use of the appraisal is for possible acquisition of the described property by the United States.

The contract appraiser shall furnish all materials, supplies, tools, equipment, personnel, travel, and shall complete all requirements of this contract including performance of the professional appraisal services listed herein.

The project consists of an Appraisal Report. For the purposes of these specifications, any appraisal report will be considered as meeting the “Uniform Standards of Professional Appraisal Practice” (USPAP) requirements for an “Appraisal Report” if it has been prepared in accordance with the “Uniform Appraisal Standards for Federal Land Acquisitions” (UASFLA) (2016; Sections 1 and 2). The report will provide an opinion of market value for the estate appraised and will conform to the most recent editions of USPAP as of the date of the report, published by The Appraisal Foundation, as well as UASFLA 2016 edition. In case of conflict between the two sets of standards, the latter shall take precedence.

If clarification of these specifications is needed, and/or to arrange for the site inspection and prework meeting, the contract appraiser will contact:

Bonnie M. Tanamor Qualified Review Appraiser USDA Forest Service Pacific Northwest Region bonnie.tanamor@usda.gov desk (503) 808-2408 cell (971) 325-6706

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Instructions for the Property to be Appraised

Property Identification The property to be appraised consists of a single tax-parcel, as noted in the Statement of Work, that consisting of 60 acres of mineral estate and 45.1-acres of surface estate. The 45.1-acre surface estate lies within the area of the mineral estate, resulting in 45.1-acres held as fee simple estate and the remainder (14.9-acres) as mineral premises only, as noted in the Land Description Verification (LDV). The property lies approximately 12 aerial miles westerly of the city of Cave Junction, Oregon in Curry County. The property is located in Township 39 South, Range 10 West East of the Williamite Meridian. A full legal description is provided in the LDV dated July 30, 2019.

Purpose of the Appraisal The purpose of the appraisal is to provide an opinion of the market value of the described real estate. The property rights appraised are fee simple ownership, subject to interests and exceptions as noted in the Preliminary Title Report with file number 350650AM, dated April 6, 2020 issued by AmeriTitle.

Date of Value The contract appraiser may be provided a pre-determined date of value for the entire project; otherwise, the date of the value opinion shall be the last date the contract appraiser inspected the appraised property.

Appraisal Report The contract appraiser will make a detailed field inspection and identification of the subject property as identified herein and conduct as many investigations and studies as necessary to derive sound conclusions and to prepare the appraisal report.

Pre-Work Conference At the request of the USDA Forest Service, the contract appraiser will be required to attend a pre-work teleconference for discussion and understanding of these instructions. The pre-work conference may be held in conjunction with the property examination.

Examination Notice The contract appraiser will provide the landowner and the Forest Service advanced notice of the examination date and shall give the landowner, or the designated representative, an opportunity to accompany the appraiser during the inspection of the property. These notices shall be documented in the appraiser’s transmittal letter of the appraisal report.

The contract appraiser shall certify that they have personally visited the appraised property and all of the comparable transactions used in the comparative analyses.

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The appraiser must make a personal inspection of the subject property and the properties used as comparables. This may be accomplished by direct observation from an aircraft.

Utilizing aerial photography or use of camera-carrying drones is not sufficient. Ground access to the subject property on foot is possible but is extremely physically arduous and would require an overnight camp at the subject site. If an aircraft is utilized, the appraiser is responsible for the associated costs and decisions, including safety measures. The government is not providing any aircraft or other transportation associated with this contract. Historically the subject had helicopter pads, but they no longer exist. Timberland Helicopters, Inc. out of Ashland, OR has experience flying to the subject site, also known as Emily Camp, under current site conditions. Other flight companies may be used, but the bidders are responsible for evaluating the risks associated with flying into and out of an undeveloped site.

Definition of Terms Unless specifically defined herein or in UASFLA or USPAP, definitions of all terms are the same as those found in The Dictionary of Real Estate Appraisal (Appraisal Institute), 6th Edition. UASFLA shall take precedence followed by USPAP in any differences among definitions.

Technical Specifications

Application of these Specifications These technical specifications reflect the standards for the appraisal of property to be acquired or conveyed by the Forest Service. Unless defined for the Contract appraiser in the assignment, the specifications require the Contract appraiser to analyze and determine the larger parcel. If it is determined that the estate to be appraised contains multiple larger parcels, the Contract appraiser shall consult with the assigned staff review appraiser for possible additional direction.

Federal Law Controls Federal law may differ from the laws of some states and supersedes State law when they conflict. Accordingly, it is incumbent upon the Contract appraiser to understand the applicable Federal law as it affects the appraisal process in the estimation of market value.

Federal law is reflected in UASFLA. The specifications in this appraisal follow UASFLA format, with emphasis on issues of special concern to the Forest Service. It should not be construed that the Contract appraiser is to consider only the emphasized items. Appraisal reports shall be prepared in compliance with UASFLA standards and Forest Service appraisal instructions provided by the assigned staff review appraiser.

Unit Rule One aspect of the UASFLA that the Contract appraiser should be aware of is the “unit rule.”

A principle developed by the federal courts that dictates what is to be value for just

4 | P a g e compensation. Under the unit rule, the property being appraised must be valued as a unitary whole in single ownership. The value of the whole cannot be derived by adding together the separate values of various interests or components. As a result, summation or cumulative appraisals are improper under federal law. The unit rule relates to ownership interests (estates) in real estate and to various physical components of real estate (such as timber, mineral deposits, farm land, and buildings). See UASFLA 2016 for more details.

UASFLA and USPAP Conflicts Conflicts between UASFLA and USPAP are minimal. When there is conflict, UASFLA takes precedence. It may be necessary to use the Jurisdictional Exception Rule to USPAP to meet certain standards of the UASFLA. Invocation of the Jurisdictional Exception Rule should never be used lightly and must include citation of the over-riding Federal policy, rule, or regulation that requires it. Any jurisdictional exceptions not specifically cited in the UASFLA shall be discussed with the assigned staff review appraiser.

Comprehensive Review Federal law requires review of all appraisals by a qualified review appraiser to assure they meet applicable appraisal requirements, including UASFLA, USPAP, Forest Service Policy, and these specifications. Any findings of deficiency shall be discussed, and corrections requested by the review appraiser. A value opinion is acceptable for use only after the assigned review appraiser has approved the appraisal report (FSM 5411).

Freedom of Information Act Freedom of Information Act provisions may result in release of all or part of the appraisal report to the public. Prepare the report so that:

a) Analytical methods and techniques are explained (in so far as possible) in a manner understandable to the public, as well as the intended users.

b) If providers of information request confidentiality, this information is not included in the report. Confidential information shall be made available to the review appraiser upon request but shall not be incorporated in the Forest Service system of record.

Format The report shall be computer generated and printed on paper sized 8 1/2 by 11 inches with all parts of the report legible and shall be bound with a durable cover. The face of the report shall be labeled using the case name, SIS#254, Little Chetco Acquisition, to identify the appraised property and to show the contract number, the contract appraiser's name and address, and the effective date of the value opinion appraisal. All pages of the report, including the exhibits, shall be numbered.

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Contents The following is a recommended appraisal report format that generally follows the UASFLA format in Appendix B. Although it is not required that the Contract appraiser strictly adhere to it, all items must be addressed. It should be noted that in most instances, these specifications reference UASFLA without reprinting them here. Important items are noted below but are not all-inclusive. It is incumbent upon the appraiser to read, understand, and comply with UASFLA and these specifications.

PART 1 - INTRODUCTION

1. Title Page.

2. Letter of Transmittal.

3. Table of Contents. List the topic headings in numerical order with corresponding page numbers.

4. Appraiser's Certification. The appraisal report shall include an appraiser’s signed certification statement that is consistent with the certification requirements of USPAP Standard 2. In addition, the following statements related to these Standards must be included, and are found at UASFLA 2.3.1.4:

“The appraisal was developed and the appraisal report prepared in conformity with the Uniform Appraisal Standards for Federal Land Acquisitions; and”

“The appraisal was developed and the appraisal report prepared in conformance with the Appraisal Standards Board’s Uniform Standards of Professional Appraisal Practice and complies with USPAP’s Jurisdictional Exception Rule when invoked by Section 1.2.7.2 of the Uniform Appraisal Standards for Federal Land Acquisitions; and”

"I have made a personal inspection of the appraised property which is the subject of this report and all comparable sales used in developing the opinion of value. The date(s) of inspection was __________, and the method of inspection was ___________________; and” (If more than one person signs the report, this certification must clearly specify which individuals did and which individuals did not make a personal inspection of the appraised property.

The appraiser must inspect the appraised property.)

"That the property owner; or (his)(her) designated representative, was given the opportunity to accompany the appraiser on the property inspection; and”

"In my opinion, the market value is $ __________________, in terms of cash, as of (date).

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By (Appraiser’s signature) Printed State General Certification No.

5. Executive Summary. The appraiser shall report the major facts and conclusions that led to the final opinions(s) of value. This summary should include an identification of the property appraised; the highest and best use of the property; brief description of improvements; the indicated value of the property by each approach to value employed;

the final opinion of value; any hypothetical conditions, extraordinary assumptions, limiting conditions, or instructions; and the effective date of the appraisal.

6. Photographs of Subject. Provide original color photographs or high quality color copies of photographs of the appraised property. Photographs may be a separate exhibit in the addenda or included with the narrative description of the appraised property and comparable sales. Show the following information with each photograph:

a) Identify the photographed scene. Indicate direction of view, vantage point, and other pertinent information. A map may be used to show some of this information.

b) The name of the photographer.

c) The date the photograph was taken.

7. Statement of Assumptions and Limiting Conditions. All appraisal reports submitted to the Forest Service for review become property of the United States and may be used for any legal and proper purpose. Therefore, a condition that limits the distribution of the report is not permitted.

The use of an uninstructed assumption or hypothetical condition that results in other than "as is" market value will invalidate the appraisal. Include only factors relating to the appraisal problem. Assumptions and limiting conditions that are speculative in nature are inappropriate. Do not include limiting conditions that significantly restrict the application of the appraisal.

A contract appraiser cannot make an assumption or accept an instruction that is unreasonable or misleading. Agency instructions and/or legal instructions must have a sound foundation, be in writing, and included in the appraisal report.

8. Description of Scope of Work. The appraiser shall use this section of the report to identify the seven critical elements that defined the appraisal problem to be solved:

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• Client

• Intended Users

• Intended Use

• Definition of value

• Effective date

• Property characteristics

• Assignment conditions

This section shall include an explanation of the property rights appraised. The appraiser should describe the investigation and analysis that was undertaken in developing the appraisal. The geographical area and time span searched for market data should be included, as should a description of the type of market data researched and extent of market data confirmation. The appraiser should state the references and data sources relied upon in developing the appraisal.

The applicability of all approaches to value shall be discussed and the exclusion of any approach to value shall be explained.

For acquisition appraisals, use the following definition: “Market value is the amount in cash, or terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property.” (Uniform Appraisal Standards for Federal Land Acquisitions, 2016, page 10, 1.2.4)

This definition makes no linkage between the estimated market value and exposure time. A specific exposure time shall not be cited in an appraisal report prepared under UASFLA standards. Utilize the Jurisdictional Exception Rule to avoid a violation of USPAP standards, which require a specific exposure time.

9. The Purpose of the Appraisal.

The purpose of the appraisal is to provide an opinion of the market value (as defined in UASFLA 1.2.4) of the described property.

Intended Users of the appraisal are relevant U.S. Forest Service personnel and The Wilderness Land Trust personnel.

The Intended Use of the appraisal is for possible acquisition of the described property by the United States.

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PART II – FACTUAL DATA

1. Legal Description. The legal description is provided to the appraiser in the appraisal assignment. If a lengthy description would disrupt the narrative flow, it may be placed in the addenda and referenced in the text.

2. Area, City and Neighborhood Data. The use of boilerplate demographic and economic data is unnecessary and undesirable. Report only data that directly impacts the market analysis.

(a) Area Map. Include a small-scale map showing the general location of the appraised property. It can be placed here or in the addenda.

(b) Neighborhood Map. Show the appraised property and its immediate neighborhood. The map may be placed here or in the addenda.

3. Property Rights.

The property right to be appraised is Fee Simple subject to easements, encumbrances, encroachments, reservations, and other exceptions as described in the Preliminary Title Report. Amerititle Title Company issued a Preliminary Tile Report with the effective date April 6, 2020 with file number 350650AM.

4. Identify the property rights to be appraised as instructed. List all reservations, outstanding rights, and other encumbrances. For multiple parcel properties, list by appraised parcel. If investigation reveals differences from property rights cited in the assignment, confer with the review appraiser. Discuss the effect on value of identified reservations, outstanding rights, and other encumbrances.

5. Property Data. Include the following:

a) Site Description. As relevant, describe the present use, accessibility and road frontage, topography and elevation, soils, vegetation (including timber), views, land area size, land shape, utilities, mineral deposits, water rights associated with the property, relevant easements, wetlands, floodplains, and other characteristics that may affect value. Also discuss the beneficial and detrimental factors inherent in the location of the property. The presence of hazardous substances should be addressed. An affirmative statement is required if the property is located within a flood hazard area. A statement must be made concerning the existence or absence of mineral deposits having a commercial value.

b) Improvements.

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c) Fixtures.

d) Use History. State brief history of the use of the property as improved. If improved, state the purpose for which the improvements were designed and the dates of original construction and major renovations, additions, and/or conversions.

Include a 10-year history of the use and occupancy of the property. If any of the forgoing information is indeterminable, the appraiser must report that fact.

e) Sales History. Include a 10-year record of all sales of the appraised property and, if the information is available, offers to buy or sell the subject property. If no sale has occurred in the past 10 years, the appraiser shall report the last sale of the property, irrespective of date.

f) Rental History. A 3-year rental history is required.

g) Assessed Value and Annual Tax Load. Include analysis of tax rates (stable, increasing, decreasing).

h) Zoning and Other Land-Use Restrictions. The appraiser shall identify, in addition to zoning, all other land-use and environmental regulations, outstanding rights, and reservations that have an impact on the highest and best use and value of the property.

PART III - ANALYSIS & CONCLUSIONS

1. Highest and Best Use. UASFLA 1.4.4 defines highest and best use as “The highest and most profitable use for which the property is adaptable and needed or likely to be needed in the reasonably near future.” The appraiser’s determination of highest and best use is one of the most important elements of the entire appraisal process.

Appraisers must clearly support the highest and best use conclusion in the appraisal report. The highest and best use of the land, as if vacant, is addressed first. If the land is improved, the highest and best use of the property, as improved, is then addressed.

a. Four Tests – The four tests of highest and best use are physically possible, legally permissible, financially feasible, and must result in the highest value.

Each of these four criteria must be addressed in the appraisal report. The level of supporting data and analysis presented in the report for each criteria will depend in part on the complexity of the appraisal problem.