RFA 9288_Appraisal List for Multifamily Affordable Housing.pdf

RFA #9288, Qualified Appraiser List

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STATE OF OREGON

COVER PAGE

OREGON HOUSING AND COMMUNITY SERVICES DEPARTMENT

QUALIFIED APPRAISER LIST FOR

MULTIFAMILY AFFORDABLE HOUSING DEVELOPMENT

Request for Applications (“RFA”)

RFA #9288

Date of Issue: 05/28/2026

Closing Date and Time: 06/30/2026 at 3:00 p.m. PST

Applications will be reviewed upon submittal, which may be prior to the Closing Date and Time.

The final date for Applications to be accepted for review is by the Closing Date and Time above.

Single Point of Contact (“SPC”): DeAundra Lewelling, Senior Procurement Specialist

Address: Oregon Housing and Community Services Department

City, State, Zip 725 Summer Street NE, Suite B, Salem, OR 97301

Phone (voice) 971-720-3214

E-mail: deaundra.lewelling@hcs.oregon.gov mailto:deaundra.lewelling@hcs.oregon.gov

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LIST OF ATTACHMENTS

ATTACHMENT A – APPLICANT INFORMATION AND CERTIFICATION FORM

ATTACHMENT B – EXPERIENCE SUMMARY AND MULTIFAMILY PROJECT LIST

ATTACHMENT C – COST PROPOSAL FORM

ATTACHMENT D – GEOGRAPHIC SERVICE AREA AND TURNAROUND CAPACITY

ATTACHMENT E –DIVERSITY COMMITMENT STATEMENT

ATTACHMENT F – CONFLICT OF INTEREST DISCLOSURE

ATTACHMENT G – BACKGROUND DISCLOSURE AND PROFESSIONAL HISTORY AFFADAVIT

ATTACHMENT H – SAMPLE APPRAISAL SERVICES CONTRACT

ATTACHMENT I – DISCLOSURE EXEMPTION AFFIDAVIT

SECTION 1: GENERAL INFORMATION

1.1 INTRODUCTION & PROJECT OVERVIEW

The State of Oregon, acting by and through its Oregon Housing and Community Services Department

(“Agency”) is issuing this Request for Application (“RFA”) as its Affordable Rental Housing (“ARH”), pursuant to its statutory authority and procurement regulations, to establish and maintain a Qualified

Appraiser List for multifamily affordable housing development projects throughout Oregon. This RFA seeks qualified individual appraisers and appraisal firms (hereinafter referred to as "Applicants") to provide appraisals developers may use in undertaking OHCS-funded or OHCS-financed multifamily affordable housing projects.

Anticipated Award: The intent of this RFA is to create a statewide list of qualified, certified general appraisers and appraisal firms with demonstrated expertise in multifamily housing valuation, particularly in the context of HUD Multifamily Risk-Sharing (HUD Risk-Share), Low-Income Housing Tax

Credit (LIHTC) projects, HOME-funded initiatives, and other affordable housing programs. This list will be made available to housing developers, nonprofits, and for-profit entities seeking OHCS financing or funding for multifamily affordable housing development projects.

Agreement Term: Successful Applicants will then be invited to enter into an agreement with the Agency to set forth the terms and conditions that govern the Award (“Agreement”). The initial term of the Agreement is anticipated to be an initial five (5)-year term from Agreement execution, with the option to extend the Agreement up to five (5) additional one (1) year terms, or as deemed necessary by Agency.

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1.2 SCHEDULE

The table above represents a tentative schedule of events. All times are listed in Pacific Standard Time. All dates listed are subject to change.

1.3 SINGLE POINT OF CONTACT (SPC)

The SPC for this RFA is identified on the Cover Page, along with the SPC’s contact information. Applicant shall direct all communications related to any provision of the RFA only to the SPC, whether about the technical requirements of the RFA, contractual requirements, the RFA process, or any other provision.

SECTION 2: AUTHORITY, OVERVIEW, AND SCOPE

2.1 AUTHORITY

OHCS issues this RFA pursuant to its authority under ORS Chapters 456 and 458 and OAR Chapter 813, Divisions 5 and 6, as well as applicable state and federal requirements governing affordable housing finance and procurement. This RFA employs a qualification-based selection process (per OAR 137-047-0550) to create and maintain an approved roster of appraisers and appraisal firms available to serve OHCS-funded multifamily affordable housing projects.

2.2 DEFINITION OF TERMS

For the purposes of this RFA, capitalized words are defined in OAR 813-005-0005 (“General Definitions”) unless provided within this document.

“Eligible Organization” means an Appraiser or Appraiser Firm.

Appraiser: An individual certified by the State of Oregon as a Certified General Real Estate

Appraiser in compliance with OAR Chapter 160.

Appraisal Firm: A business entity (sole proprietorship, partnership, LLC, or corporation) licensed or registered with the State of Oregon and employing one or more certified appraisers.

Event Date Time

Voluntary Pre-Application Conference June 4, 2026 10:00a, PST

RSVP for Conference June 1, 2026

Questions / Requests for Clarification Due June 11, 2026 3:00p, PST

Answers to Questions / Requests for Clarification Issued (approx.)

June 18, 2026

RFA Protest Period Ends Schedule defined under OAR 137-046-0470

Closing (Application Due) See RFA Cover Page

Qualification Review Period July 2026

Notice of Approval (approx.) July 2026

List Published August 2026

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Multifamily Affordable Housing: Rental residential properties with five or more units, with affordability restrictions benefiting low- and moderate-income household

LIHTC: Low-Income Housing Tax Credit program under Internal Revenue Code Section 42.

HOME: Community Development Block Grant – HOME Investment Partnerships Program under 24 CFR Part 92.

USPAP: Uniform Standards of Professional Appraisal Practice issued by The Appraisal Foundation.

Section 542(c) HUD Multifamily Risk-Sharing: Section 542(c) enables the U.S. Department of Housing and Urban Development (HUD) and State and local housing finance agencies (HFAs) to provide new risk-sharing arrangements to help those agencies provide more insurance and credit for multifamily loans.

2.3 OVERVIEW AND PURPOSE

Background: OHCS administers multiple funding programs for affordable multifamily housing development, including but not limited to HUD Risk-Share, LIHTC allocations, HOME funds, and state-financed programs. Federal law (IRC §42, HUD Section 542(c)) and HOME program regulations (24 CFR §92) require independent third-party market analyses and appraisals for income-restricted projects. Additionally, underwriting best practices and due diligence demand comprehensive market and valuation assessment prior to project approval and financing.

Purpose: OHCS seeks to maintain a curated list of qualified appraisers and firms with demonstrated expertise in:

• Multifamily affordable housing valuation

• LIHTC and HOME program compliance appraisals

• HUD-FHA multifamily lending program compliance appraisals

• USPAP-compliant reporting

This approved roster will enable OHCS to:

1. Streamline developer procurement: Under an agreement between OHCS and the Appraiser Firm or Appraiser, developers may engage pre-qualified appraisers with confidence in professional standards.

2. Ensure consistent quality: All listed professionals meet minimum education, licensing, and experience thresholds.

3. Support statewide projects: Identify appraisers with geographic and experience diversity across Oregon regions.

4. Reduce underwriting time: Developers and OHCS staff reference established professionals rather than conducting individual vetting.

2.4 SCOPE OF SERVICES

Appraiser Firms and Appraisers may contract with OHCS to provide comprehensive appraisal and market analysis services on housing projects, including but not limited to the following activities:

2.4.1. Independent Appraisals

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• Conduct as-is market valuations of proposed acquisition/rehabilitation sites

• Conduct prospective (as-completed) valuations for new construction projects

• Appraisals must comply with USPAP standards and address:

o Land and improvements analysis o Comparable market data (sales, rental comparables) o Highest and best use analysis o Rent restriction impact on value o Federal/state financing program requirements

2.4.2. Appraisal Review and Consultation

• Review appraisal reports and market analyses submitted by other appraisers for:

o Compliance with USPAP SR-1 and SR-3 standards o Completeness and credibility of analysis o Appropriateness of valuation approaches and conclusions

• Provide written conclusions, recommendations for modifications, and final approval

• Serve as expert consultant on market conditions, valuation questions, and feasibility issues on an as-needed basis

SECTION 3: APPLICATION REQUIREMENTS

3.1 MINIMUM APPLICANT REQUIREMENTS

To be considered for evaluation, Applicant must demonstrate compliance with ALL of the following:

✓ Be an Eligible Organization.

✓ Complete and submit the information requested on the Application Information and Certification Form (Attachment A) and in compliance with Section 2.4 Scope of Services.

✓ Complete the additional RFA requirements, which includes but is not limited to the Application Requirements in this Section 3.

3.1.1 Professional Licensing and Certification

a. Current Oregon Certified General Real Estate Appraiser License (or equivalent reciprocal certification from another state, with Oregon reciprocity in place prior to contract award)

b. Evidence of good standing with the Oregon Department of Real Estate and Finance (DREF)

c. No current disciplinary actions, suspensions, or restrictions on license

d. Compliance with Continuing Education (CE) requirements

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e. Membership in Appraisal Institute (MAI or SRPA designation preferred; not required but encouraged)

3.1.2 Experience Requirements

a. Minimum five (5) years of professional appraisal experience

b. Minimum three (3) years of experience appraising or analyzing multifamily properties (five or more units)

c. Minimum two (2) years of specific experience with income-restricted or affordable housing projects (LIHTC, HOME, Rural Development, or similar public/subsidized programs)

d. Demonstrated competency in:

o USPAP-compliant report preparation o Multifamily property valuation methodologies o Federal affordable housing program requirements

3.1.3 Geographic Availability

a. Ability and commitment to serve projects statewide in Oregon

b. If applicant is located outside Oregon, must demonstrate ability and willingness to conduct field work and serve Oregon market

c. Must identify specific counties/regions of service commitment and turnaround time capacity

3.1.4 Business Standing

a. Valid business registration with Oregon Secretary of State (or equivalent if out-of-state entity with Oregon authorization)

b. Current federal Employer Identification Number (EIN)

c. No debarment, suspension, or exclusion from federal contracts (System for Award Management – SAM.gov)

d. Compliance with applicable federal, state, and local tax obligations

3.1.5 Authorized Representative

Failure of the authorized representative to sign the Application may subject the Application to rejection by Agency.

3.1.6 Additional Information

The following additional information applies:

• Applications are limited to one (1) per Eligible Organization.

• For approved Applications resulting in a subsequent Award and Contract, Agency is not responsible for the purchase, installment, training, compliance, or oversight of the services and products purchased with awarded funds under this RFA; Contractor is the sole party http://sam.gov/

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(See Sample Appraisal Services Contract (Attachment H).)

• Contractors will not be awarded funds for travel reimbursement under this RFA.

3.2 MINIMUM SUBMISSION REQUIREMENTS

All applications must include the following elements (submission checklist):

3.2.1 Cover Letter (signed by authorized representative)

o Indicate intent to serve as appraiser or appraisal firm o Confirm compliance with minimum qualifications o Designate primary contact for OHCS correspondence

3.2.2 Applicant Information and Certification Form (Attachment A) o Business Entity Information o Principal contact information o Authorized signatory for contract execution

3.2.3 Professional Credentials Documentation

o Copy of current Oregon Certified General Appraiser License (or reciprocal license with Oregon authorization) o Proof of good standing with Oregon DREF o Evidence of CE compliance (if available) o Copy of Appraisal Institute membership (if applicable)

3.2.4 Resumes and Professional Background (maximum 5 pages per key person) o For individual appraisers: comprehensive resume including education, certifications, relevant experience, professional affiliations o For firms: resumes of principal(s) and key staff assigned to OHCS projects, indicating role and percentage time available o Highlight experience with multifamily, LIHTC, HOME, and HUD Multifamily Lending

3.2.5 Experience Summary (Attachment B)

o List of multifamily appraisals completed in past five (5) years o For each project: property name/location (city/county, Oregon), property type (family/elderly/supportive/mixed-use), unit count, financing sources (LIHTC/HOME/other), date completed o Table format recommended o Minimum of three (3) representative project examples (multifamily affordable housing)

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3.2.6 Sample Appraisal Reports (optional but recommended)

o Submit 2–3 representative self-contained appraisal reports completed within past two

(2) years o Reports must demonstrate competency in multifamily valuation, USPAP compliance, rent-restriction analysis o May redact client names, property addresses, and sensitive proprietary data; valuation analysis, comparable data, and methodology must remain visible

3.2.7 Cost Proposal (Attachment C)

o Provide proposed fee schedule including:

▪ As-is appraisal (single-site property): $______ per appraisal

▪ Prospective appraisal (new construction): $______ per appraisal

▪ Appraisal review/consulting (hourly rate): $______ per hour

▪ Specify whether fees are fixed per property or scalable by property size/complexity

▪ Note travel/expense policies (whether included in fees or billed separately)

3.2.8 Geographic Service Area and Turnaround Capacity (Attachment D) o Identify Oregon counties/regions for which applicant offers services o Estimated turnaround time for standard 40-hour appraisal: _____ business days o Ability to accommodate expedited timelines (if needed)

3.2.9 Insurance and Bonding

o Proof of Professional Liability Insurance (minimum $1,000,000 per claim) o Proof of General Commercial Liability Insurance (minimum $1,000,000) o Certificates of Insurance (ACCORD form) acceptable

3.2.10 References (minimum three)

o For each reference: contact name, title, organization, phone, email o References should be former/current clients who have engaged applicant for appraisal or market analysis services on multifamily or affordable housing projects o Include at least one reference from a housing finance agency, nonprofit housing developer, or government entity

3.2.11 Diversity Commitment (Attachment E)

o Statement of commitment to nondiscrimination and equal opportunity

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3.2.12 Conflict of Interest Disclosure (Attachment F)

o Disclosure of any potential conflicts of interest in serving OHCS, developers, or other clients o Description of mitigation strategy

3.2.13 Background Disclosure (Attachment G)

o Certification of no material lawsuits, regulatory violations, or disciplinary actions affecting professional standing o If applicable, description of any professional disciplinary actions, ethics violations, or legal proceedings in past five (5) years o Affidavit of compliance with state and federal laws

3.2.14 Application Format

Applicant shall submit one (1) electronic copy of its Application to deaundra.lewelling@hcs.oregon.gov as an attachment by the Closing Date/Time on the Cover Page. Please reference RFA #9288 in the Subject Line of all e-email communications.

SECTION 4: SOLICITATION PROCESS

4.1 PUBLIC NOTICE

The RFA, including all Addenda and attachments, is published on OHCS’ e-procurement website, OregonBuys at https://oregonbuys.gov/bso/. RFA documents will not be mailed to prospective Applicants.

Agency shall advertise all Addenda, if any, on OHCS’ procurement website. Prospective Applicant is solely responsible for checking OHCS’ procurement website to determine whether or not any Addenda have been issued. Addenda are incorporated into the RFA by this reference.

4.2 PRE-APPLICATION CONFERENCE (OPTIONAL)

OHCS will conduct a voluntary pre-application conference on the date and time specified in the Schedule (Section 1.2). Conference call options will be available.

Purpose:

• Provide detailed overview of RFA, minimum qualifications, and submission requirements

• Answer questions regarding scope of services and evaluation criteria

• Discuss OHCS funding programs and affordable housing context

Attendance: Optional but highly encouraged.

RSVP: Prospective applicants must RSVP to the SPC by the date specified in the Schedule to receive conference call details.

https://oregonbuys.gov/bso/

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4.3 QUESTIONS / REQUESTS FOR CLARIFICATIONS

All inquiries, whether relating to the RFA process, administration, deadline or method of award, or to the intent or technical aspects of the RFA must:

• Be delivered to the SPC via email;

• Reference the RFA number;

• Identify Applicant or Prospective Applicant’s name and contact information;

• Refer to the specific area of the RFA to which the inquiry applies (i.e. page, section and paragraph number); and

• Be received by the due date and time for Questions/Requests for Clarification identified in the Schedule (Section 1.2).

OHCS will post written responses to all questions on the procurement website by the date specified in Schedule. Responses will be posted for all applicants to review. Statements made in response to questions are binding and constitute clarifications to the RFA.

4.4 APPLICATION PROCESSING (ONGOING ROSTER MAINTENANCE)

This RFA establishes a roster with the following characteristics:

1. Closing: June 2026, for applications received by deadline

2. Approval Timeline: Applications will be reviewed within 30–45 business days; notice of approval will be posted on procurement website

3. List Publication: Approved appraisers/firms will be published on OHCS website as "OHCS

Approved Appraiser List" and updated regularly

4. Applicants not approved: OHCS will notify applicants of non-approval status in writing with explanation of deficiency; if the deficiency is correctable, Applicants will be notified of the opportunity to correct the deficiency and resubmit the application within 5 days

4.5 APPLICATION DELIVERY OPTIONS

Applications must be submitted electronically only. Applicant is solely responsible for ensuring its Application is received by the SPC in accordance with the RFA requirements before Closing. Agency is not responsible for transmission errors (electronic or otherwise) or delays or mistaken delivery. Applications submitted by any means not authorized may be rejected.

1. Email Submission: Applications must be sent to deaundra.lewelling@hcs.oregon.gov

2. Subject Line: "RFA 26-9288: Qualified Appraiser List – [Applicant Name]"

3. File Format: PDF or Word (docx) acceptable; limit single email to 10 MB (use multiple emails or file-sharing link if larger)

4. No Hard Copy: Paper submissions will not be accepted

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5. Late Applications: Applications received after the initial closing date and time will NOT be considered

4.6 APPARENT SUCCESSFUL APPLICANT PROCEDURES

Upon completion of qualification review, OHCS will issue written notice of approval to all applicants who meet minimum qualifications and evaluation criteria. Approved appraisers/firms will be:

1. Notified in writing of approval status

2. Listed on OHCS Approved Appraiser List

3. Authorized to accept referrals from developers seeking OHCS financing

4. Required to execute an Appraisal Services Contract (Attachment H) outlining terms, fee structure, turnaround expectations, and compliance obligations

Non-Approved Applicants: Will receive written notification with explanation of deficiency. If deficiency is correctable, applicant may resubmit with corrections within 5 days as described in Section 4.5.

4.7 APPROVAL NOTIFICATION AND ROSTER PUBLICATION

1. Notification Date: July 2026 (subject to change)

2. Publication Date: August 2026 (subject to change)

3. Roster Format: OHCS will publish approved list on website including:

a. Appraiser/firm name

b. Contact information

c. Geographic service areas

d. Property types served (LIHTC/family/elderly/supportive/mixed-use)

e. Fee ranges (if provided by applicant)

4. List Maintenance: List will be updated quarterly or as needed; applicants must notify OHCS of changes to contact info, service areas, or status

4.8 PROTESTS

4.8.1 Protests to RFA

Prior to Closing, a prospective Applicant may submit a written protest of anything contained in this RFA. This is a prospective Applicant’s only opportunity to protest the provisions of the RFA, except that Applicant may protest Addenda as provided below and Applicant may take exception to the terms and conditions of the Sample Appraisal Services Contract (Attachment H) marked as negotiable as set forth in the Negotiations Section.

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4.8.2 Protests to Addenda

Prospective Applicant may submit a written protest of anything contained in the respective Addendum. Protests to Addenda, if issued, must be submitted by 5 p.m. Pacific Time of the second Business Day or the date/time specified in the respective Addendum, or they will not be considered.

Protests of matters not added or modified by the respective Addendum will not be considered except as provided in Section 4.8.1.

4.8.3 All Protests must:

• Comply with procedure under OAR 137-046-0470;

• Be delivered to the SPC via email;

• Reference the RFA number;

• Identify prospective Applicant’s name and contact information;

• Be sent by an authorized representative of the prospective Applicant;

• State the reason for the protest, including:

o the grounds that demonstrate how the Procurement Process is contrary to law, unnecessarily restrictive, legally flawed, or improperly specifies a brand name; and o evidence or documentation that supports the grounds on which the protest is based

• State the proposed changes to the RFA provisions or other relief sought;

• Protests to the RFA must be received by the due date and time identified in the Schedule; and

• Protests to Addenda must be received by the due date identified in the respective Addendum.

4.8.4 Protest Response

Agency will endeavor to respond to all protests submitted in a timely manner while giving due consideration to the nature of the protests. Protests that do not comply with OAR 137- 047-0730 and this Section 4 of the RFA will not be considered.

4.9 APPLICATION MODIFICATION OR WITHDRAWAL

If an Applicant wishes to make modifications to a submitted Application, it must submit its modification in the authorized method listed Section 4.5. To be effective the notice must include the RFA number and be submitted to the SPC prior to Closing.

If an Applicant wishes to withdraw a submitted Application, it must submit a Written notice signed by an authorized representative of its intent to withdraw to the SPC via email prior to Closing in accordance with OAR 137-047-0440. To be effective the notice must include the RFA number.

4.10 APPLICATION DUE

An Application (including all required submittal items) must be received by the SPC on or before Closing.

All Application modifications or withdrawals must be received prior to Closing.

An Application received after Closing is considered LATE and will NOT be accepted for evaluation. A late Application will be returned to the Applicant or destroyed.

4.11 APPLICATION REJECTION

Only complete Applications will be evaluated. Additionally, Agency may reject an Application for any of the following reasons:

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• Applicant fails to substantially comply with all prescribed RFA procedures and requirements, including but not limited to the requirement that Applicant’s authorized representative sign the Application.

• Applicant has liquidated and delinquent debt owed to the State or any department or agency of the State.

• Applicant fails to meet the responsibility requirements of this RFA.

• Applicant makes any contact regarding this RFA with State representatives such as State employees or officials other than the SPC or those the SPC authorizes, or inappropriate contact with the SPC.

• Applicant attempts to influence a member of the Evaluation Committee.

• Application is conditioned on Agency’s acceptance of any other terms and conditions or rights to negotiate any alternative terms and conditions that are not reasonably related to those expressly authorized for negotiation in the RFA or Addenda.

4.12 EVALUATION PROCESS

4.12.1 Responsiveness Determination

An Application received prior to Closing will be reviewed to determine if it is responsive to all RFA requirements including compliance with Minimum Applicant Requirements (Section 3.1). If the SPC finds the Application non-responsive, the Application may be rejected.

If the Application is unclear, the SPC may request clarification from Applicant or seek additional information, as deemed necessary by Agency. Applicant must respond within three (3) business days of the date an email has been sent from Agency. Agency may waive mistakes in accordance with OAR 137- 047-0470 and OAR chapter 813, divisions 5 and 6.

Agency may use its discretionary action in accordance with OAR 813-006-0040.

4.12.2 Evaluation Overview

Members of an Evaluation Committee will independently evaluate each Application meeting all responsiveness requirements. The size of the Evaluation Committee will be determined by the Agency.

Evaluation Committee members may change and Agency may have additional or fewer evaluators.

Evaluator(s) will assign a PASS or FAIL determination for each evaluation criterion based on the categories described below.

4.13 SELECTION PROCESS

Agency will be evaluating Applications based on the process identified in Section 4.12 and then selected in accordance with the requirements in this RFA and applicable ORSs and OARs.

SECTION 5: QUALIFICATION-BASED SELECTION

5.1 EVALUATION CRITERIA

5.1.1 Applicant must receive a PASS in all categories to be eligible for placement on the Appraiser list.

5.1.1.1 Eligible Organization (PASS/FAIL)

Applicant must be:

• An Eligible Organization.

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(Applicant to indicate this information in Attachment A)

5.1.1.3 Appraisal Application – Attachment A (PASS/FAIL)

Applicant must complete and submit the Applicant Information and Certification Form –

Attachment A with its Application following the requirements in the RFA.

5.1.2 OHCS will evaluate all applications meeting minimum submission requirements against the following qualification-based criteria:

5.1.2.1 Criterion A: Professional Credentials and Qualifications (30%)

• Validity and standing of appraiser license(s)

• Continuing education and professional development

• Appraisal Institute membership or equivalent professional affiliations

• Years of professional appraisal experience (5+ years minimum)

5.1.2.2 Criterion B: Multifamily and Affordable Housing Experience (35%)

• Demonstrated experience appraising multifamily properties (3+ years minimum)

• Documented experience with HUD-FHA multifamily lending program, LIHTC, HOME, and publicly subsidized housing projects (2+ years minimum)

• Breadth of experience across property types (family, elderly, supportive, mixed-use)

• Understanding of rent restrictions, income limits, and affordable housing economics

• Familiarity with federal and state affordable housing program requirements

• References demonstrating quality of work and client satisfaction

5.1.2.3 Criterion C: Geographic Coverage and Capacity (15%)

• Geographic service areas and statewide coverage

• Demonstrated capacity to serve Oregon market (field experience, local knowledge, or willingness to develop)

• Turnaround time and responsiveness

• Staff/firm size and ability to handle multiple projects concurrently

5.1.2.4 Criterion D: Cost Reasonableness (10%)

• Competitiveness of proposed fees

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• Transparency of fee structure

5.1.2.5 Criterion E: Professional Standards and Commitment (10%)

• Quality of submission (completeness, clarity, professionalism)

• Sample report quality and USPAP compliance

• Commitment to nondiscrimination and equal opportunity

• Insurance and professional liability coverage

5.2 QUALIFICATION STANDARDS

OHCS will approve applications that:

1. Meet all minimum qualifications (Section 3.1)

2. Provide complete minimum submissions (Section 3.2)

3. Score satisfactory or above on evaluation criteria (Section 5.1)

4. Demonstrate professional competence, ethical standing, and financial responsibility

5. Commit to compliance with OHCS policies, USPAP standards, and federal/state affordable housing program requirements

Approval Decision: OHCS will use a qualification-based approach rather than rank-ordering. All applicants meeting the above standards will be approved and included on the OHCS Approved Appraiser List. Applicants who do not meet standards will receive written explanation and opportunity to resubmit corrections. All corrections must be received by Agency within five (5) business days of notice to submit corrections.

5.3 LIST MAINTENANCE AND UPDATES

5.3.1 Ongoing Roster Management:

Approved Status Duration: Approval valid for two (2) years from notification date, renewable upon reapplication.

Removal from List: OHCS may remove appraiser/firm for:

o Loss or suspension of Oregon appraiser license o Regulatory violations or disciplinary actions by DREF or professional bodies o Failure to maintain required insurance o Consistent failure to meet quality standards or turnaround requirements o Violation of OHCS contract terms or ethical standards o Request by Applicant for removal

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List Updates: OHCS will update and republish the approved list quarterly and as needed; will maintain historical record of approved providers.

SECTION 6: AWARD AND NEGOTIATION

6.1 AWARD NOTIFICATION PROCESS

6.1.1 Award Consideration

If an Applicant is selected, Agency will enter into an Agreement with the successful Applicant in accordance with the process described in Section 4. Agency may award less than the full Appraisal Services defined in the Scope of Services.

6.1.2 Notice of Award

Agency will notify all Applicants that Agency intends to enter into agreements with the selected Applicant(s), subject to successful negotiation of any negotiable provisions of the Agreement.

6.2 FUNDING AWARD PROTEST

6.2.1 Protest Submission

An Affected Applicant may submit a written protest in accordance with procedures and timeline outlined in OAR 137-047-0740.

6.2.2 Response to Protest

Agency will address all timely submitted protests within a reasonable time and will issue a Written decision to the respective Applicant. Protests that do not include the required information may not be considered by Agency

6.3 APPARENT SUCCESSFUL APPLICANT SUBMISSION REQUIREMENTS

Applicant who is selected for an Award under this RFA will be required to submit additional information and comply with the following:

6.3.1 Insurance

Prior to execution of an Agreement, Applicant shall secure and demonstrate to Agency proof of insurance as required in this RFA or as negotiated. Insurance Requirements are found in Exhibit B of Attachment H.

6.3.2 Employer or Taxpayer Identification Number

Applicant shall provide its federal Employer Identification Number (“EIN”) or its Taxpayer Identification Number (“TIN”) and backup withholding status on a completed W-9 form when requested by Agency or when the backup withholding status or any other relevant information of Applicant has changed since the last submitted W-9 form, if any.

6.3.3 Business Registry

If selected for Award, Applicant must be validly existing, in good standing, and duly authorized by the State of Oregon to transact business in the State of Oregon before executing the Agreement. Visit http://sos.oregon.gov/business/pages/register.aspx for Oregon Business Registry information.

http://sos.oregon.gov/business/pages/register.aspx

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6.4 AGREEMENT NEGOTIATION

6.4.1 Negotiation

By submitting an Application, Applicant agrees to comply with the requirements of the RFA, including the terms and conditions of the Sample Appraisal Services Contract (Attachment H), with the exception of those terms reserved for negotiation such as the Scope of Work and Insurance Requirements. Applicant must review the attached Sample Appraisal Services Contract (Attachment H) and note exceptions. Unless Applicant notes exceptions in its Application, Agency intends to enter into an Appraisal Services Contract (Attachment H) with the successful Applicant substantially in the form set forth in the Sample Appraisal Services Contract (Attachment H). It may be possible to negotiate some provisions of the final Contract;

however, many provisions cannot be changed. Applicant is cautioned that Agency has determined that modifications to the standard provisions constitute increased risk and increased cost to the State.

Therefore, Agency may consider the scope of requested exceptions in the evaluation of Applications.

In the event that the parties have not reached mutually agreeable terms within 30 calendar days, Agency may terminate Negotiations.

6.5 AGREEMENT REQUIREMENTS

Upon approval and before receiving OHCS referrals, selected appraisers/firms must execute an Appraisal Services Contract (Attachment H) that incorporates:

1. Scope of services and deliverables

2. Fee schedule and payment terms

3. Turnaround time and performance standards

4. Quality assurance and USPAP compliance

5. Confidentiality and data protection

6. Insurance and indemnification

7. Nondiscrimination and equal opportunity

8. Compliance with federal and state affordable housing program requirements

9. Indemnification of OHCS for negligence, errors, or omissions

SECTION 7: ADDITIONAL INFORMATION

7.1 GOVERNING LAWS AND REGULATIONS

This RFA is governed by the laws of the State of Oregon. Venue for any administrative or judicial action relating to this RFA, evaluation and award is the Circuit Court of Marion County for the State of Oregon;

provided, however, if a proceeding must be brought in a federal forum, then it must be brought and conducted solely and exclusively within the United States District Court for the District of Oregon. In no event shall this Section be construed as a waiver by the State of Oregon of any form of defense or immunity, whether sovereign immunity, governmental immunity, immunity based on the eleventh amendment to the Constitution of the United States or otherwise, to or from any Claim or consent to the jurisdiction of any court.

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7.2 PUBLIC INFORMATION

All Applications are public record and are subject to public inspection after Agency issues the Award. If an Applicant believes that any portion of its Application contains any information that is a trade secret under ORS Chapter 192.345(2) or otherwise is exempt from disclosure under the Oregon Public Records Law (ORS

192.311 through 192.478), Applicant must complete and submit the Disclosure Exemption Affidavit (Attachment C) and a fully redacted version of its Application.

An Applicant is cautioned that budget information generally is not considered a trade secret under Oregon Public Records Law (ORS 192.311 through 192.478) and identifying the Application, in whole, as exempt from disclosure is not acceptable. Agency advises each Applicant to consult with its own legal counsel regarding disclosure issues.

If Applicant fails to identify the portions of the Application that an Applicant claims are exempt from disclosure, the Applicant has waived any future claim of non-disclosure of that information.

7.3 CANCELLATION OF RFA; REJECTION OF APPLICATION; NO DAMAGES.

Agency may reject any or all Applications in-whole or in-part, or may cancel this RFA at any time when the rejection or cancellation is in the best interest of the State or Agency, as determined by Agency.

Neither the State nor Agency is liable to any Applicant for any loss or expense caused by or resulting from the delay, suspension, or cancellation of the RFA, award, or rejection of any Application.

7.4 COST OF SUBMITTING AN APPLICATION

Applicant must pay all the costs in submitting its Application, including, but not limited to, the costs to prepare and submit the Application, costs of samples and other supporting materials, costs to participate in demonstrations, or costs associated with protests.