Request for Proposals for Escrow and Title Contract (002) signed.pdf

RFP No. N6247326RP00205

COMBINED SYNOPSIS/SOLICITATION FOR OFFERS

Contract Number N6247326RP00205

Title and Escrow Services for the

Naval Air Station Fallon Encroachment Protection Agreement Navy Real Estate Program

2 June 2026

Prepared By:

Naval Facilities Engineering Systems Command, Southwest Navy Real Estate Department 750 Pacific Highway, 4th Floor

San Diego, CA 92132 E-mail: jennifer.a.toups.civ@us.navy.mil

Lacey.l.barnhill.civ@us.navy.mil

Lindsey E. Green Real Estate Contracting Officer

This combined synopsis and solicitation (hereafter, solicitation) for commercial services is designed to procure for Naval Facilities Engineering Systems Command, Southwest (hereinafter, NAVFAC SW), title and escrow services for the Naval Air Station Fallon Encroachment Protection Agreement and General Real Estate Program for Navy installations. This announcement constitutes the only solicitation; proposals are requested, and subsequent written solicitations will not be issued. Proposers are responsible for monitoring the System for Award Management (SAM) website at www.sam.gov for the release of any amendments or other pertinent information.

This solicitation number is N6247326RP00205 and is issued as a Request for Proposals (RFP) under full and open competition.

Project: The United States of America (hereinafter, Government) intends to award a contract for title and escrow services for the Naval Air Station Fallon Encroachment Protection Agreement and for concurrent and subsequent title and escrow service needs that NAVFAC SW initiates.

Restrictive use easement acquisitions will be conducted in accordance with Title 10 United States Code §2684(a). Title evidence and real property acquisition closings shall be provided in accordance with the “Regulations of the Attorney General Governing the Review and Approval of Title for Federal Land Acquisitions (2016)”. The selected Proposer shall provide the required services according to the Scope of Work (SOW), attached and incorporated herein as “Exhibit A”.

The Government intends to award a contract to the Proposer whose proposal represents the Best Value to the Government, as determined by evaluation of proposals according to the established criteria. Proposals will be evaluated based on price and non-price factors. The acquisition evaluation will be conducted utilizing the Best Value trade-off analysis, which seeks to select an offer with the Best Value to meet the Government’s need. Best Value is defined as the expected outcome that, in the Government’s estimation, provides the greatest overall benefit in response to the requirement.

The Best Value will be determined by comparing differences in the value of non-price features with differences in cost to the Government. In making this comparison, the Government is more concerned with obtaining superior technical and management features than with making an award at the lowest overall cost to the Government. However, the Government will not make an award at a significantly higher overall cost to achieve slightly superior technical or management features.

Therefore, price is not expected to be the controlling factor in the selection of a Proposer, but the degree of importance of price as a factor could become greater depending upon the equality of the proposals for other factors evaluated.

SECTION I INSTRUCTION TO PROPOSERS

A. IMPORTANT NOTICES

Non-disclosure: The selected Proposer may be required to access data and information proprietary to a Government agency, another Government Proposer, or of such a nature that its dissemination or use other than as specified would be adverse to the Government’s interest.

Neither the selected Proposer nor their employees shall divulge, or release data or information developed or obtained under this contract except to authorized Government personnel or upon written approval of the Real Estate Contracting Officer (hereafter, RECO).

The selected Proposer shall not use, disclose or reproduce proprietary data that bears a restrictive legend. The selected Proposer shall obtain proper written approvals prior to releasing any information marked “PROPIN” (proprietary information) or otherwise identified as proprietary.

Under Title 18, Sections 793 and 798, the selected Proposer and its employees are liable for any improper release of information.

Disclosure of information regarding operations and services of the activity to persons not entitled to receive the information, or failure to safeguard any classified information that may come to the selected Proposer (or any persons under their control) in connection with work under this work statement may subject the selected Proposer, its agent, or employees to liability under Title 18, Sections 793 and 798 of the United States Code. Neither the selected Proposer nor its employees will disclose, cause or allow to be disseminated any information concerning the operations of the activity which could result in, or increase the likelihood of, the possibility of a breach of the activities, security or interruption of the continuity of its operations.

B. PROJECT DESCRIPTION SUMMARY

The Government acting by and through The Department of the Navy (hereinafter, Navy), NAVFAC SW, is seeking proposals for the services of a title and escrow company to provide real estate title and escrow services for the acquisition of real property interests within Nevada.

Title evidence being requested shall serve to supplement and support title evidence required to achieve fee simple acquisition of all identified parcels.

When tasked by the NAVFAC SW RECO and the Real Estate Specialists (hereinafter Specialists), the selected Proposer shall perform title and escrow services and assist the RECO and Specialists in obtaining clear title for all properties being acquired by purchase of restrictive use easements of real property interests. The selected Proposer shall be licensed in the State of Nevada and shall abide by all Federal and State laws and standards of practice required of a professional title and escrow company.

C. BACKGROUND

Title 10 of the United States Code, §2684(a) provides authority for the Navy to enter into agreements with eligible entities to share acquisition costs of real property in the vicinity of military installations for the purpose of preserving property that supports compatible land use in a manner that relieves or eliminates restrictions that inhibit military testing, operations or training, and/or limits development in the vicinity of military installations by the placement of restrictive use easements on privately owned properties within the area of land use compatibility.

D. PERIOD OF PERFORMANCE

The period of performance is five (5) years, unless terminated sooner. The contract may be extended at the sole option of the Government for three (3) additional five (5) year option terms for a total period of performance of 20 years.

E. NAVFAC SW RECO’S ROLE

The RECO or his/her authorized representative will provide coordination and oversight of the work and they will serve as a resource in a collaborative effort with the selected Proposer. The selected Proposer will be required to work closely with the RECO or his/her authorized representative.

In no event shall any understanding or agreement between the selected Proposer and any Government employee other than the RECO on any contract, modification, change order, letter or verbal direction to the selected Proposer be effective or binding upon the Government. All such actions must be formalized by a proper contractual document executed by an appointed RECO. The selected Proposer is hereby put on notice that in the event a Government employee other than the RECO directs a change in the work to be performed or increases the scope of the work to be performed, it is the selected Proposer's responsibility to make inquiry of the RECO before making the deviation. Payments will not be made without being authorized by an appointed RECO with the legal authority to bind the Government.

F. COMPENSATION

Compensation for the scope of work shall be in accordance with the awarded contract. The Government will not be responsible for any costs outside of what is in the contract.

G. DISCUSSIONS

The Government intends to evaluate offers and award a contract without discussions with Proposers. Therefore, a Proposer's initial offer should contain the Proposer's best terms from a price and technical standpoint. Proposers should not assume that they will be contacted or afforded the opportunity to qualify, discuss, explain, or revise their proposals. However, the Government reserves the right to conduct discussions if later determined by the RECO to be necessary. If discussions are conducted, the Proposers in the competitive range will be afforded the opportunity to revise their proposals.

H. TERMS OF REQUEST FOR PROPOSALS

1. Acceptance of Proposals: The Government reserves the right to reject any or all proposals, to waive informalities and minor irregularities in proposals received, and the right to not award the contract. This RFP is not an offer to contract.

2. Oral Communications: Any oral communication between the Government and the Proposer is not binding, nor will it modify the RFP in any way.

3. Request for Information (RFI): The Government expects that a Proposer may have questions as they prepare their response to the RFP. All inquiries concerning any part of the RFP shall be made to both Ms. Jennifer Toups at jennifer.a.toups.civ@us.navy.mil and Ms. Lacey Barnhill at lacey.l.barnhill.civ@us.navy.mil. Inquiries and RFIs shall be submitted via e-mail and must be received no later than 4:00 P.M., Pacific Daylight Time (PDT), on June 8, 2026.

4. Proposal Cost: The cost of developing the proposal is the sole responsibility of the

Proposer; the Government is not liable for any costs incurred by those submitting proposals.

5. Basis for Proposal: The RFP and any amendments to it represent the most definitive statement the Government will make concerning information upon which proposals are to be based. Proposers will be assumed to have thoroughly examined these documents. Any clarification to these documents shall be requested via e-mail and must be received no later than the date specified in H(3) above.

I. AMENDMENTS TO THE SOLICITATION

1. If this solicitation is amended, then all terms and conditions that are not modified remain unchanged.

2. Proposers shall acknowledge receipt of any amendment to this solicitation by identifying the amendment number and date acknowledged in their Proposal.

3. Facsimile copies are NOT authorized for this solicitation.

4. Any amendments to this notice will be posted on SAM (www.sam.gov). It is each Proposers responsibility to check the websites for any updates to the Solicitation.

J. PROPOSAL SUBMITTAL

1. All Proposals shall be received by the Government point of contact identified herein no later than 4:00 P.M. (PDT), on June 9, 2026. Proposals received incomplete or late, for any reason, shall not be considered.

2. Proposals shall be made electronically and shall conform to the requirements below.

Proposal: submit one (1) original electronic copy emailed to: Ms. Jennifer Toups at jennifer.a.toups.civ@us.navy.mil and Ms. Lacey Barnhill at lacey.l.barnhill.civ@us.navy.mil, Facsimile Proposals will NOT be accepted.

Naval Facilities Engineering Systems Command, Southwest Navy Real Estate Department Attn: Ms. Jennifer Toups and Ms. Lacey Barnhill 750 Pacific Highway, 4th Floor San Diego, CA 92132 Jennifer.a.toups.civ@us.navy.mil Lacey.l.barnhill.civ@us.navy.mil

3. The subject line of the Proposal must be clearly marked with the Proposer’s name and “RFP No. N6247326RP00205 Title and Escrow Services for Naval Air Station Fallon Encroachment Protection Agreement”.

4. All Proposals submitted in response to this RFP will become the property of the Government and will not be returned. The Government reserves the right to make use of any information or ideas contained in the Proposals. The Proposal itself shall not constitute a contract, but will, if accepted, be incorporated into the contract between the Government and the selected Proposer.

5. Proposals submitted to the Government become public documents subject to disclosure once the Proposal is awarded. If the Proposer considers any portion of the Proposal to be confidential, the Proposer must label every page of the confidential portions as: “Trade Secret”, “Confidential” or “Proprietary.” The Proposer must also list the confidential material at the beginning of its Proposal and provide justification for not making such material public. The Government shall have the sole discretion to disclose or not disclose such material, subject to any protective order that the Proposer may obtain, but it is incumbent on the Proposer to assert its rights to confidentiality.

6. Neither multiple Proposals, nor Proposal variations or options, nor alternate or alternative Proposals will be considered in the evaluation. The Proposer may confirm by telephone that its Proposal was properly received, by contacting one of the Government Points of Contact identified in the solicitation.

K. PROPOSAL FORMAT REQUIREMENTS

1. The submission shall be clearly indexed and logically assembled. All pages shall be appropriately numbered and identified by the complete company name, date and solicitation number in the header and/or footer.

2. Proposals shall be submitted in “Letter” landscape format. The page margins shall be a minimum of one inch each. Font size shall be no smaller than 12-point using Arial or New Times Roman fonts.

3. Characters shall be set at no less than normal spacing and 100% scale. Tables and illustrations may use a reduced font size not less than 8-point and may be landscape. Line spacing shall be set at no less than single space.

4. Each paragraph shall be separated by at least one blank line. Page numbers, company logos, and headers and footers shall be within the page margins and are not bound by the 12-point font requirement. Footnotes to text shall not be used.

5. Pages in violation of these instructions, either by exceeding the margin, font or spacing restrictions, may not be evaluated.

L. PROPOSAL CONTENT

Proposals shall include the following as a minimum:

1. Transmittal Letter: The letter shall state the location where the work is to be performed, and be signed by a principal of the firm.

2. Cover Page: Including firm name, solicitation number, title of proposal, and date.

3. Identity of Proposer: Legal name and business address of the agency or organization making the proposal, legal form, proof of non-profit status, name, title, address and telephone number of broker and the name title, address, email and telephone of the key representative.

4. Data Universal Numbering System (DUNS) Registration: The Proposer shall provide a valid DUNS Number with the Proposal. For additional information, see Appendix A, Required System for Award Management (SAM) Registration.

5. System for Award Management (SAM) Registration Requirement: The Proposer shall provide evidence of an active registration with SAM in the Proposal.

Proposers must have an active registration in the System for Award Management to be eligible for award. The System for Award Management (SAM) is an official website of the U.S. government. There is no cost to use SAM. Register at https://www.sam.gov. For additional information, see Appendix A, Required System for Award Management (SAM) Registration.

6. Commercial and Government Entity (CAGE) Code Reporting: The Proposer shall provide a valid CAGE Code with the Proposal. For additional information, see Appendix B, Commercial and Government Entity (CAGE) Code Reporting.

7. Proposal: The Proposer shall submit the requirements of Factor 1 – Corporate Experience, Factor 2 – Schedule and Performance Capacity, Factor 3 – Past Performance, and Factor 4 - Price. The Proposal shall not contain hourly rates or conditional terms.

Proposals shall include, at a minimum, the following:

a. Narrative description of previous, similar work successfully completed (Factor 1 requirement)

b. Narrative description of Proposer’s ability to perform the required services with individual resume(s) for key personnel (Factor 2 requirement)

c. Contact information for at least two (2) professional references (Factor 3 requirement)

d. Schedule of Tasks and Fees (EXHIBIT “B”) (Factor 4 requirement)

Proposers shall submit only the information/attachments required. Do not submit any additional information such as brochures or other pre-printed material. Proposals shall be submitted in accordance with Section I, J above.

M. LIST OF ATTACHMENTS

Exhibit A - Scope of Work (SOW) Exhibit B - Schedule of Tasks and Fees Exhibit C - Commercial and Government Entity (CAGE) Code Reporting Exhibit D - Required System for Award Management (SAM) Registration

N. GOVERNMENT POINTS OF CONTACT

Ms. Jennifer Toups Project Manager, Senior Realty Specialist Phone: (619) 705-4481 Email: jennifer.a.toups.civ@us.navy.mil

Ms. Lindsey Green Ms. Lacey Barnhill Real Estate Contracting Officer Senior Realty Specialist Phone: (619) 705-4340 Phone: (619) 705-4483 Email: lindsey.e.green.civ@us.navy.mil Email: lacey.l.barnhill.civ@us.navy.mil

SECTION II PROPOSAL EVALUATION

A. DEFINITIONS

Best Value: The expected outcome of an acquisition that, in the Government’s estimation, provides the greatest overall benefit in response to the requirement.

Clarifications: Limited exchanges between the Government and Proposers that may occur when award without discussion is contemplated.

Communications: Exchanges, between the Government and Proposers, after receipt of proposals, leading to establishment of the competitive range.

Deficiency: A material failure of a proposal to meet a Government requirement or a combination of significant weaknesses in a proposal that increases the risk of unsuccessful contract performance to an unacceptable level.

Discussions: Exchanges (i.e., negotiations) in a competitive environment that are undertaken with the intent of allowing the Proposer to revise its proposal. Discussions take place after establishment of the competitive range.

Evaluation Notice (EN): RECO’s written notification to the Proposer for purposes of clarifications, communications, or discussions.

Experience: Pertains to work performed by a Proposer, which is the same or similar to the work that may be ordered under this contract in terms of complexity. Experience is distinct from past performance (how well a Proposer has performed).

Past Performance: Relates to how well a Proposer and Proposer’s Team has performed; e.g., the quality of work accomplished, schedule compliance, customer satisfaction.

Risk: As it pertains to source selection, is the potential for unsuccessful contract performance. The consideration of risk assesses the degree to which a Proposer’s proposed approach to achieving the technical factor may involve risk of disruption of schedule, or degradation of performance, the need for increased Government oversight, and the likelihood of unsuccessful contract performance.

Significant Weakness: A flaw in the proposal that appreciably increases the risk of unsuccessful contract performance.

Strength: An aspect of a Proposer’s proposal that has merit or exceeds specified performance or capability requirements in a way that will be advantageous to the Government during contract performance.

Weakness: A flaw in the proposal that increases the risk of unsuccessful contract performance.

B. BASIS OF AWARD

Award will be made using Best Value Trade-off Procedures. The objective is selection of a Proposer whose overall Proposal demonstrates the Best Value to the Government based on the specified criteria. All Proposals shall be evaluated against the established criteria set forth below.

An unacceptable rating in any factor, unless corrected in discussions (if any), may render the entire Proposal unacceptable and therefore ineligible for award.

In making the Best Value award decision, the Government will consider Factors 1 through 4.

The relative order of importance of the non-price evaluation factors is that technical factors (Factor 1 – Corporate Experience and Factor 3 – Past Performance) are equal to each other and when combined are equal in importance to Factor 2 – Schedule and Capacity. The combined non-price factors are significantly more important than Factor 4 - Price. The degree of importance of price as a factor could become greater depending upon the equality of the Proposals for other factors evaluated. The Government will not make an award at a significantly higher overall price to achieve slightly superior technical or management features.

Award will be made to the Proposer whose offer conforms to the solicitation and represents the Best Value to the Government, price and non-price factors considered.

C. EVALUATION FACTORS

FACTOR 1: CORPORATE EXPERIENCE

(a) Solicitation Submittal Requirement(s):

The Proposer shall demonstrate its ability to meet the Government’s title, escrow and real property acquisition closing services requirements as described in this solicitation and attached Scope of Work by providing a written narrative describing previous, similar title evidence and acquisition closing work it has successfully completed. The narrative should describe how the Proposer’s previous work is similar to this title evidence and real property acquisition closing services scope of work.

The Proposer’s narrative shall not be longer than five (5) single sided pages.

(b) Basis of Evaluation:

The basis of evaluation will include the Proposer’s demonstrated experience and depth of experience in performing the required services as defined in the solicitation. The assessment of the Proposer’s experience will be used as a means of evaluating the capability of the Proposer to successfully meet the requirements of the RFP.

Greater credit may be given for similar title evidence and acquisition closing services performed for the Navy, Marine Corps, other Federal agencies, State agencies, or municipal entities.

FACTOR 2: SCHEDULE AND CAPACITY

(a) Solicitation Submittal Requirement(s):

The Proposer shall provide a narrative describing its capacity to perform the required services within the specified time frames and include individual resumes for the employee(s) proposed to perform title evidence services, conduct real property acquisition closings, and issue final title policies. Such personnel must possess any required licenses or certifications with the State of Nevada at the time initial Proposals are submitted.

The Proposer’s narrative for this factor shall not be longer than five (5) pages. Resumes shall not be longer than two (2) pages and shall not be counted as part of the total pages allowed for the narrative.

(b) Basis of Evaluation:

The Government will evaluate the Proposer’s ability to meet the schedule and capacity requirements set forth in the solicitation and Scope of Work.

FACTOR 3: PAST PERFORMANCE

The Government will evaluate the Proposer’s past performance by contacting at least two (2) professional references provided by the Proposer for similar title evidence and real property acquisition closing services previously performed.

(b) Basis of Evaluation:

Greater credit will be given for similar work performed within Nevada. Each reference will be asked to describe and rate the Proposer’s past performance of similar work regarding:

1. Responsiveness -- prompt reaction to requirements.

2. Timeliness -- adherence to schedule.

3. Resource availability -- adequate personnel, equipment, and supplies to support work.

It is the Proposer’s responsibility to ensure that all contact information provided for Past Performance References is correct. The Government’s inability to reach any of the provided references or the references unwillingness to provide the information requested may affect the Government’s evaluation of this factor.

Greater weight will be placed on positive past performance references from Navy, Federal agencies, State agencies, or municipal entities. The Government may also utilize information from the Past Performance Information Retrieval System (PPIRS).

In the case of Proposers for which there is no information on past contract performance or where past contract performance is not available or sparse, the Proposer may not be evaluated favorably or unfavorably on the factor of past contract performance. In this case, the Proposer’s past performance is unknown and will be assigned a confidence rating of “neutral.”

FACTOR 4: PRICE

Proposers are required to submit their Proposal for the services detailed in the Scope of Work, at a minimum. The Schedule of Tasks and Fees (EXHIBIT “B”) shall be submitted in the same sealed envelope as the Proposal and conform with Section I, J above.

(b) Basis of Evaluation:

Price will be evaluated by the price for all contract services. The proposed service prices and total price proposed will be compared to the Government estimate and/or other independent price and cost information. The Proposal will be evaluated to determine the completeness and reasonableness of the Proposer’s proposal.

Completeness as defined in this solicitation means: all pricing information required by the solicitation has been provided, all mathematic computations are correct, and the pricing application understood. Prices are on an “all or none” basis, and failure to submit a price on an item or a number of items may cause this factor and the entire offer to be determined unacceptable. Conditional prices will not be considered responsive or complete and will not be evaluated for award.

Analysis will be performed by one or more of the following techniques to ensure a fair and reasonable price:

1. Comparison of proposed prices received in response to the solicitation.

2. Comparison of proposed prices with available historical information.

3. Comparison of market survey results.

A price that is found to be unreasonably high in relation to the proposed work may be indicative of an inherent lack of understanding of the solicitation requirements and may result in the overall Proposal not being considered for award.

Any inconsistency, whether real or apparent, between proposed performance and price must be clearly explained in the Proposal. For example, if unique and innovative approaches are the basis for an apparently unbalanced or inconsistently priced proposal, the nature of these approaches and their impact on price must be completely documented. The burden of proof of price reasonableness rests solely with the Proposer.

The price proposed for one parcel should account for the variance in complexity of the required services, contingencies, and the risks involved in performing the requirements of the scope for the entirety of the period of performance.

EXHIBIT “A”

NAVAL FACILITIES ENGINEERING SYSTEMS COMMAND

SOUTHWEST

SCOPE OF WORK FOR CONTRACT N6247326RP00205

TITLE AND ESCROW SERVICES FOR THE

NAVAL AIR STATION FALLON ENCROACHMENT PROTECTION

AGREEMENT, NEVADA.

PART A. STATEMENT OF SERVICES

I. OBJECTIVE

The objective of this Scope of Work (SOW) is to deliver Title and Escrow Services, including but not limited to preliminary, updated, and final work for title searches, Title Commitments, Abstracts of Title, title policies, and escrow services for the closing of property interests in the form of Restrictive Use Easements (RUE(s)) within the State of Nevada.

This includes efforts required to complete all elements of work (Tasks) including but not limited to all field investigation and research, document submittals, meetings, closings, and other tasks.

The products and services delivered shall be complete and usable within the context of this SOW.

The duration of this contract shall be five (5) years from contract award, unless terminated sooner.

The contract may be extended at the sole option of the Government for three (3) additional five (5) year option terms for a total period of performance of 20 years.

II. BACKGROUND

Title 10 of the United States Code, §2684(a) provides authority for the Navy to enter into agreements with eligible entities to share acquisition costs of real property in the vicinity of military installations for the purpose of preserving property that supports compatible land use in a manner that relieves or eliminates restrictions that inhibit military testing, operations or training, and/or limits development in the vicinity of military installations by the placement of RUEs on privately owned properties within the area of land use compatibility.

The general Navy real estate program conducts and manages various real estate projects for all Navy installations within the state of Nevada. These installations include the Naval Air Station Fallon and the Fallon Range Training Complex.

III. SCOPE OF WORK

TASK 1 – TITLE SERVICES:

The Title Officer and their staff will perform a variety of title services and provide support and consultation to the NAVFAC SW RECO in, but not limited to, researching complex title issues, providing a Title Commitment or Abstract of Title allowing for property acquisition, and eminent domain actions.

Title searches will be required for a combination of fee simple estates and severed estates. Severed estates have separate and distinct property owners for the surface and subsurface estates (mineral, water, oil, etc.). Severed estates having separate and distinct property owners for the surface and subsurface estates shall be identified but need not be examined beyond the severing instrument.

All title and escrow services described in this SOW shall apply to all types of estates, including, but not limited to, fee simple, surface, subsurface, and patented and unpatented mining claims.

The title insurance company and its issuing agents must be familiar with the preparation of such evidence in the jurisdiction in which the lands are located and have no interest in the lands to be acquired and be unrelated to any property owners or vendors. The Title Officer is responsible for having up-to-date knowledge of the requirements of State laws on title searches, closing real estate transactions, title clearance, and all requirements under and in compliance with The Department of Justice (DOJ) Title Standards dated 20 December 2016 and all future amendments. The title insurance company and its issuing agents must be qualified and authorized by law to furnish Commitment for Title Insurance, abstracts, and insurance policies, in the state where the property is located.

The title search shall be for a period of not less than eighty (80) years prior to the effective date of the search for the title company to insure the title without objectionable exceptions, and will determine all property owners of record, outstanding tax claims, easements, rights-of-way, subsurface interests that have been severed, and any exceptions that may cloud title of the property. Title search services shall be provided within 14 business days of receiving the request from the RECO. Title services that are more complex or require additional time and effort shall be reported to the RECO and a mutually agreeable delivery date will be decided between both parties.

The RECO will provide the Title Officer with the Accessor’s Parcel Numbers (APN). The RECO reserves the right to modify batch listings based on the needs of the Navy and the project requirement. The Title Officer will provide the name and address of the estate owner along with the location on a map of the subject property.

Updated title services shall be provided within 14 business days of receiving the request from the

RECO.

The Title Officer shall work closely with the RECO to identify and address any exceptions to title which may prevent acquisition of the property or create a cloud on title. All fees associated with the products and services shall be in accordance with the Schedule of Tasks and Fees attached to the contract as “Exhibit B.” The title work to be performed shall include, but is not limited to the following products and services:

A. Perform detailed title research to establish a clear chain of titles (up to the original land grant or patent) and identify all encumbrances on title, including but not limited to easements, encroachments, third-party interests, and any other interests;

B. Verify the validity of any encumbrances, encroachments, easements and/or third -party rights found during title research, or as requested;

C. Verify the accuracy of all legal descriptions provided in the title commitments as compared with the vesting documents, and recorded data provided by the County Tax Collector and County Treasurer’s Office;

D. Provide the correct legal description of the property to be acquired;

E. Provide legible copies of all instruments in the chain of title that created rights, interests, or encumbrances on the property to be acquired, and records of court documents (as applicable) for each parcel of privately or publicly owned real property interests being acquired;

F. Provide preliminary title reports, which are required for all restrictive use easement land acquisitions, identifying all exceptions, plat maps and title commitments. Preliminary title reports shall contain evidence demonstrating title investigations on all interests in the parcels;

G. Identify and address any exceptions, ownership issues, court orders, mining, and other claims which may prevent the federal government from acquiring interest in the subject property;

H. Provide death certificates for those property owners who have died, and a list of names and addresses of potential heirs, and/or interested parties that may lay claim to the decedent's property, as well as ownership information involving corporations, LLCs, or other business entities with an ownership interest in any subject property as and/or if shown by the public land records;

I. Identify and provide Abstracts of Title for mining interests and claims that may be present on the property, along with pertinent records or other information.

Abstracts of Title shall identify the subject land and contain photocopies or summaries of all documents found to affect title after examination of the public land records. The contents of the title abstract must be clearly organized. Where multiple parcels sharing a common preceding chain of title are to be acquired, a master abstract should be prepared and supplemented by an individual abstract for each related parcel. The abstractor’s certification must appear on each abstract.

Abstracts containing illegible photocopies are unacceptable and must not be relied on for review and approval of title until corrected. Abstracts containing extraneous documents irrelevant to the title being examined may also require revision at the discretion of the reviewing Government attorney.

Where documents are summarized rather than photocopied, the abstract must contain a sufficient summary of the material portions of each instrument to enable the reviewing attorney to determine the nature and effect of the instrument. The information necessary will vary, depending on controlling property law in the state where the land is located.

Basic data that must be included are recordation information (date, book and page, or instrument number) for each instrument; identification of any unpaid mortgages, deeds of trust, and liens; and notice of any reservations, limitations, or conditions on ownership, e.g., easement grants and affirmative and restrictive covenants. Releases of homestead, dower, and other statutory rights must be affirmatively shown in jurisdictions where these rights are recognized by law.

The abstractor’s certificate will generally be acceptable if it is in the form approved by a title association of recognized standing in the state where the land is located and if the abstractor certifies that he or she has examined all relevant public records pertaining to title for the required period of search, and that all matters of record affecting title are correctly shown in the abstract. The certificate should specify the number of pages contained in the abstract and must be dated and signed by the abstractor.

J. Provide Title Commitments and issue final title insurance policies in the name of the United States of America for each property interests acquired, form to be ALTA U.S. Policy 9/28/91 (Rev. 12/3/12) in Quadruplicate.

K. Other services, as necessary, to finalize the acquisition of property, as requested by the

RECO.

L. In the event the title search determines that contiguous parcels are in identical ownership, it is desirable that one Title Binder be issued covering all such contiguous identical ownership parcels. In the event the initial title search determines that contiguous parcels are in identical ownership, such parcels shall be considered as one parcel for purposes of computing payment due for Updated Title Binders, and Updated Title Searches. If such parcels are acquired by the Government in a single deed, payment due for the insurance premium, the Final Title Policy will be issued, therefore.

TASK 2 – ESCROW SERVICES:

Upon receipt of all documents supporting title, the RECO will forward the Preliminary Title Commitment and/or Abstract of Title to their Office of General Counsel (OGC) for a Preliminary Title Opinion (PTO). If any outstanding issues remain, the RECO will work with the Title Officer to address any exceptions that need to be cured, per the PTO.

The Escrow Officer and their staff will perform Escrow and Closing Services, according to written Escrow Instructions that are provided by the RECO. The Escrow Officer shall work closely with the RECO to resolve any issues which may prevent closing and acquisition of the property. All fees associated with the products and services shall be in accordance with the Schedule of Tasks and Fees attached to the Contract as “Exhibit B.” Escrow and closing work shall be performed in as many transactions as the RECO directs, to include the possibility of multiple closings for individual parcels as may be necessary to obtain all severed interests in those parcels and also to include the possibility of multiple parcels as a single closing due to common ownership or as the result of negotiations by the Government with the property owners. Escrow and Closing work to be performed shall include, but is not limited to the following products or services:

A. Ensure no new encumbrances have been recorded against the subject property since the date of the title commitment. If any new encumbrances have been recorded against the property since the date of the title commitment, the Escrow Officer will immediately notify the RECO and will not process until further instruction is received;

B. Ensure all exceptions required to be removed, released, subordinated, waived, or otherwise handled, as set forth in OGC’s PTO, as communicated through the RECO, have been completed and the applicable clearance documents recorded. Ensure all other requirements and escrow instructions have been met;

C. Ensure the legal descriptions on the documents to be recorded meet American Land Title Association (ALTA) and the American Congress on Surveying and Mapping (ACSM) requirements;

D. Ensure all documents meet the local County Recorder’s requirements. Ensure all electronic versions of documents meet National Archive and Records Administration (NARA) requirements of 300 dots-per-inch (300 dpi) minimum scanned resolution;

E. Provide a Preliminary Title Commitment, for the property to be acquired, and commit to issue the final title policy to the “United States of America, acting by and through the Department of the Navy,” on the form “ALTA U.S. Policy - 9/28/91 (Rev. 12/3/12)”;

F. Title policies shall be provided within fifteen (14) days of closing;

G. Ensure receipt, execution, and recordation of the deed, as signed by the property owner;

H. Provide three (3) certified hard copies, and an electronic copy of the final recorded instruments at the closing of each Escrow;

I. Provide County Tax Collector notice of the Government’s exemption from property taxes, as the properties are recorded;

J. Maintain Escrow Files for all transactions;

K. Provide information and documents necessary for Escrow in preparation for closing, and;

L. Other services as requested by the RECO.

PART B. SCHEDULE OF SUBMITTALS

The schedule for submittals will be in accordance with the Schedule of Tasks and Fees (attached to the basic contract as, EXHIBIT “B”) and shall be adhered to. The Contractor shall ensure that they communicate with the RECO prior to any deviations, and they must show that if the deviation is approved, it will not impact the overall delivery of the product services needed for acquisition in a timely manner. Any deviations from schedule must be approved by the RECO in writing.

PART C. POINTS OF CONTACT:

Real Estate Contracting Officer: Lindsey Green Senior Realty Specialist: Jennifer Toups Senior Realty Specialist: Lacey Barnhill

EXHIBIT “B”

Schedule of Tasks and Fees

Instructions for Proposers:

• Enter proposed costs in the yellow "Cost" column.

• Confirm schedule compliance by writing "yes" or "no" in the final yellow column.

• Enter proposed costs in the bottom legend “*” section located at the bottom of the page under the table.

Title Evidence

Task Description Cost (Proposer to fill in costs for each task in the blank space provided)

Document Delivery Date

Proposer to confirm they can meet the Government’s schedule requirements.

Preliminary Title Report (PTR)

Provide:

1) Copy of Vesting Deed

2) Legal description in a

Microsoft Word format

3) Complete, legible copies of all record encumbrances and instruments referenced in Schedule “B” of the PTR, including all subdivision and/or record maps;

4) Supplemental or amended PTR(s) as may be necessary

$____ each * 14 working days from the date of request

Yes/No _________

Title Policy Issue a final policy of title insurance in the form of an A.L.T.A. U.S. Policy (Title Policy) for (Rev. 12/3/12).

$____ per $____of the purchase price of the Restrictive Use Easement (RUE) or $____, whichever is greater.

Within 30 (thirty) days of the close of the transaction.

Yes/No _________

Escrow Services

Escrow Services Provide escrow services for the acquisition of each RUE

$_____ each Listed in Closing Instructions issued for each transaction

Resolution of Title Issues

Preparation of documents to aid in clearing encumbrances on title, or for any other purpose.

Contractor shall submit in writing an estimate of costs.**

To be determined with each

Attorney Fees Assistance in drafting/developing required documents

Not to exceed $____/hour To be determined with each

Title Clearance Documents

Provide certified/conformed copies of recorded documents

$___/document certification fee, plus $___/page

Within 30 (thirty) days of the close of the transaction

Yes/No_________

Final Recorded Easement Documents

Provide one copy of the recorded Conservation Easement attached to the recorded Restrictive Use Easement.

$___/page Within 30 (thirty) days of the close of the transaction

Yes/No_________

Mailing Costs FedEx Delivery $___ each As appropriate

* Unless the PTR is for multiple, contiguous parcels under the same ownership. Multiple parcel PTRs will be issued at the rate of $____ for the first parcel plus $____ for each additional parcel. Where a Restrictive Use Easement is purchased, the Buyer's/Borrower’s Statement(s) shall reflect a credit equal to either the amount paid for the Preliminary Title Report or the amount invoiced for the Title Policy, whichever is less.

** If during the course of provided Escrow Services, the Government requires preparation of documents by the Contractor to aid in clearing encumbrances on title, the Contractor shall submit in writing an estimate of costs. Upon written acceptance of the estimate by the Government, Contractor shall proceed with the preparation of the document at a cost not to exceed the amount of the agreed upon estimate.

Contract No. N6247326RP00205

EXHIBIT “C”

Commercial and Government Entity (CAGE) Code Reporting

(A) Definition. As used in this provision –

“Commercial and Government Entity (CAGE) code” means –

(1) An identifier assigned to entities located in the United States or its outlying areas by the Defense Logistics Agency (DLA) Contractor and Government Entity (CAGE) Branch to identify a commercial or Government entity; or

(2) An identifier assigned by a member of the North Atlantic Treaty Organization (NATO) or by the NATO Support Agency (NSPA) to entities located outside the United States and its outlying areas that the DLA Contractor and Government Entity (CAGE) Branch records and maintains in the CAGE master file. This type of code is known as an NCAGE code.

(B) The Offeror shall enter its CAGE code in its offer with its name and address or otherwise include it prominently in its proposal. The CAGE code entered must be for that name and address. Enter “CAGE” before the number. The CAGE code is required prior to award.

(C) CAGE codes may be obtained via–

(1) Registration in the System for Award Management (SAM) at www.sam.gov. If the Offeror is located in the United States or its outlying areas and does not already have a CAGE code assigned, the DLA Contractor and Government Entity (CAGE) Branch will assign a CAGE code as a part of the SAM registration process. SAM registrants located outside the United States and its outlying areas shall obtain a NCAGE code prior to registration in SAM (see paragraph (c)(3) of this provision).

(2) The DLA Contractor and Government Entity (CAGE) Branch. If registration in SAM is not required for the subject procurement, and the offeror does not otherwise register in SAM, an offeror located in the United States or its outlying areas may request that a CAGE code be assigned by submitting a request at http://www.dlis.dla.mil/cage_welcome.asp.

(3) The appropriate country codification bureau. Entities located outside the United States and its outlying areas may obtain an NCAGE code by contacting the Codification Bureau in the foreign entity’s country if that country is a member of NATO or a sponsored nation. NCAGE codes may be obtained from the NSPA if the foreign entity’s country is not a member of NATO or a sponsored nation. Points of contact for codification bureaus and NSPA, as well as additional information on obtaining NCAGE codes, are available at http://www.dlis.dla.mil/nato/ObtainCAGE.asp.

https://www.acquisition.gov/sites/default/files/current/far/html/www.sam.gov http://www.dlis.dla.mil/cage_welcome.asp http://www.dlis.dla.mil/nato/ObtainCAGE.asp

(D) Additional guidance for establishing and maintaining CAGE codes is available at http://www.dlis.dla.mil/cage_welcome.asp.

(E) When a CAGE Code is required for the immediate owner and/or the highest-level owner by 52.204-17 or 52.212-3(p), the Offeror shall obtain the respective CAGE Code from that entity to supply the CAGE Code to the Government.

(F) Do not delay submission of the offer pending receipt of a CAGE code.

http://www.dlis.dla.mil/cage_welcome.asp https://www.acquisition.gov/sites/default/files/current/far/html/52_200_206.html#wp1152369 https://www.acquisition.gov/sites/default/files/current/far/html/52_212_213.html#wp1179194

EXHIBIT “D”

Required System for Award Management (SAM) Contractor Registration

1. Definitions as used in government contracts:

A. "System for Award Management (SAM) database" means the primary DOD repository for contractor/lessor information required for the conduct of business with DOD. The System for Award Management (SAM) is an official website of the U.S. government. There is no cost to use SAM. Please go to https://www.sam.gov/SAM/ to register. A link with instructions on how to get registered in SAM is provided below.

B. "Data Universal Number System (DUNS) number" means the 9-digit number assigned by

Dun and Bradstreet Information Services to identify unique business entities. A link with instructions on how to obtain a DUNS number is also provided below.

C. "Data Universal Numbering System +4 (DUNS+4) number" means the DUNS number assigned by Dun and Bradstreet plus a 4-digit suffix that may be assigned by a parent (controlling) business concern. This 4-digit suffix may be assigned at the discretion of the parent business concern for such purposes as identifying sub-units or affiliates of the parent business concern.

D. "Registered in the SAM database" means that all mandatory information, including the

DUNS number or the DUNS+4 number, if applicable, and the corresponding Commercial and Government Entity (CAGE) code, is in the SAM database; the DUNS number and the CAGE code have been validated; and all edits have been successfully completed.

2. How It Is Used to Get You Paid:

A. By submission of an offer, the Offeror acknowledges the requirement that a prospective awardee must be registered in the SAM database prior to award, during performance, and through final payment of any invoice resulting from this solicitation, except for awards to foreign vendors for work to be performed outside the United States.

B. The Offeror shall provide its DUNS or, if applicable, its DUNS+4 number with its offer, which will be used by the Contracting Officer to verify that the offeror is registered in the SAM database.

C. Lack of registration in the SAM database will make an Offeror ineligible for award.

D. DOD has established a goal of registering an applicant in the SAM database within (48) hours after receipt of a complete and accurate application via the Internet. However, registration of an applicant submitting an application through a method other than the Internet may take up to

(30) days. Therefore, Offerors that are not registered should consider applying for registration immediately.

https://www.sam.gov/SAM/

3. Who Insures Accuracy of the Data: The Contractor is responsible for the accuracy and completeness of the data within the SAM, and for any liability resulting from the Government's reliance on inaccurate or incomplete data.