Sol_140D0422Q0289.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD51

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

03/15/2022 1700 ES

03/08/2022

7039648434Debra Slasor (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0422Q0289

5. SOLICITATION NUMBER

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

1 52 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Herndon VA 20170 381 Elden Street, Suite 4000

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$8.00

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

IBC,AQD,Dv5,Br1,VA

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

Land Appraisal Services for Prudhoe Bay Lease, Located 12 miles NE of Deadhorse Airport on the NW shore of Prudhoe Bay, AK.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Debra Slasor

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

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

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

52 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

SOLICITATION/AWARD PROCEDURES……………………………………..………………..…4

ANTICIPATED AWARD TYPE………………………………………………………………….…4

SERVICE AND SUPPLIES………………………………………………………………………….4

DELIVERY/PERIOD OF PERFORMANCE………………………………………………………..4

LINE-ITEM PRICING……………………………………………………………………………….4

GENERAL REQUIREMENTS…………………………………………..…………………………..4

TECHNICAL QUALIFICATION FOR REQUIREMENT…………………………………………..5

FAR 52.212-2 EVALUATION OF QUOTES…………………………………………..……………5

SUBMISSION OF QUOTE……………………………………………………………………………6

SUBMISSION OF QUESTIONS………………………………………………………………..…….6

STATEMENT OF WORK

SECTION 1 – Subject Identification & General Information SECTION 2 – Appraisal Requirements & Instructions…………………………………………...…..9 SECTION 3 – Performance & Submission Requirements…………………………………………..16

Note: Attachments are included between page 16 and page 29 of the statement of work

CONTRACT CLAUSES

52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Jul 2016) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.212-4 Contract Terms and Conditions – Commercial Items (Oct 2018) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Dec 2013) 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Jan 2022)

DIAR 1452.201-70 Authorities and delegations (Sep 2011) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Sept 2017)

CONTRACT PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998)…………………………..36

52.204-7 System for Award Management (Oct 2018) 52.204-16 Commercial and Government Entity Code Reporting (Jul 2016) 52.204-22 Alternative Line Item Proposal (Jan 2017) 52.212-1 Instructions to Offerors-Commercial Items (June 2020)

52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Nov 2021)

REQUEST FOR QUOTE #140D0422Q0224- Agency Case ID: ITPV-ARO #21-046 Prudhoe Bay Lease Appraisal Services.

INSTRUCTIONS TO OFFEROR’S

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) is issuing a request for quotation for the appraisal report on Agency Case ID: ITPVD-ARO #21-046, Case Name: Prudhoe Bay Lease Appraisal Services, Location: 12 miles NE of Deadhorse Airport on the NW shore of Prudhoe Bay, AK., Acreage: 24 +/- Acres, Property Type: Native Allotment, Case Type: Lease Adjustment, Intended Users: The Department of Interior-Appraisal Valuation Services Office / Indian Trust Property Valuation Division, Alaska Field Office (DOI-AVSO / ITPVD-AK.) on behalf of the Bureau of Indian Affairs (BIA), Alaska and Inupiat Community of the Arctic Slope, Realty Office., Intended Use: For use by the BIA Alaska Regional Office for Lease Adjustment purposes. It is not intended for any other use.

The purpose of this appraisal is to have the Appraiser/Contractor provide an opinion of supported Market Value of the subject property as per the “Appraisal Assignments Sheet” and per the Statement of Work instructions as a part of the contract.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with FAR Part 12, the acquisition of commercial items and FAR Part 13 Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

Total Small Business Set-Aside NAICS: 531320 Offices of Real Estate Appraisers PSC: R411; Support-Professional: Real Property Appraisals.

Type of Contract: Firm-Fixed-Priced (FFP)

SERVICE AND SUPPLIES

Requirement are provided in the Statements of Work (Attached).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 180 days from the date of award. See Requirement Deliverable/Task Schedule specified in Section 3 of the SOW.

LINE-ITEM PRICING

CLIN

No.

Description Total Price

00010 Land Appraisal Services for Prudhoe Bay Lease, Located 12 miles NE of Deadhorse Airport on the NW shore of Prudhoe Bay, AK.

As FFP requirement the pricing within an offeror’s quotation shall reflect the cost to perform the assignment to include but not limited to any travel, fees, Government discounts granted.

GENERAL REQUIREMENTS

Cover letter no more than 1 page that includes:

• Tax Identification Number (TIN)

• Dun & Bradstreet Number (DUNS)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all of the following information:

1) Experience and Competency- (A) Experience in performing certain types of real estate appraisal services requested in this specific offering. (B) Particularly appraisal services within a geographic area encompassed in this Statement of Work. If there is any doubt, submit proof of similar appraisal services demonstrating your competency (both geographical & assignment type competencies) together with a written statement supporting your “Competency” as part of the bid submission. Reference is made to “COMPETENCY RULE” ~ USPAP 2020-2022 Edition.

2) Past performance- Past performance in performing real estate appraisal services.

3) Instruction to the Appraiser/Contractors- They shall submit a brief narratives addressing both items above; (Items 1 and 2) of the two evaluation factors. These narratives shall be submitted to the Contracting Officer with the completed request for bid quotes. If it has not been previously established, written qualifications and appraisal work samples of all individuals providing appraisal assistance shall be provided as part of the bid submission.

4) Price Quote: The Quoter must provide a firm-fixed price quote with any and all discounts applied for all the work to complete the assignment described in the Statement of Work (SOW). Price quotes will be evaluated for completeness and reasonableness.

EVALUATION OF QUOTATIONS:

52.212-2 Evaluation-Commercial Products and Commercial Services (Nov 2021)

a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Award of this Contract will be made on a Best Value/Trade Off basis. The following factors shall be used to evaluate offers: Technical, Past Experience/Performance, and Price.

Technical and past performance, when combined, are more important than cost or price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

Further past performance determinations in federal contracting shall be made through a review of relevant information listed within the System of Award Management (SAM) and the Contractor Performance Assessment Reporting System CPARS).

All offerors are required to have an active DUNS and registered in www.SAM.gov registration prior to submission of quotation.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Debra Slasor, Contracting Officer, via email at debra_slasor@ibc.doi.gov on or before 5pm Eastern Time, February 16, 2022. All submissions shall reference “Quote – 140D0422Q0224” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to debra_slasor@ibc.doi.gov, Contracting Officer, via email at on or before 2pm Eastern Time, February 14, 2022. All submissions shall reference “Questions – 140D0422Q0224” included in the subject line.

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Indian Trust Property Valuation Division, AK. Region

(AVSO-ITPVD, ARO)

Agency Case ID: ITPVD-ARO #21-046

SECTION 1 – Subject Identification & General Information

Identification Case Name Prudhoe Bay Lease Appraisal Services Location 12 miles NE of Deadhorse Airport on the NW shore of

Prudhoe Bay, AK.

Acreage 24 +/- Acres

Property Type Native Allotment Case Type Lease Adjustment

Client The Regional Director, Bureau of Indian Affairs.

Intended Users The Department of Interior-Appraisal Valuation Services Office / Indian Trust

Property Valuation Division, Alaska Field Office (DOI-AVSO / ITPVD-AK.) on behalf of the Bureau of Indian Affairs (BIA), Alaska and Inupiat Community of the Arctic Slope, Realty Office.

Intended Use For use by the BIA Alaska Regional Office for Lease Adjustment purposes. It is not intended for any other use. The purpose of this appraisal is to have the Appraiser/Contractor provide an opinion of supported Market Value of the subject property as per the “Appraisal Assignments Sheet” and per the Statement of Work instructions as a part of the contract.

Property Description

The subject is a leased 24 +/-Acre portion located within the NW Corner of USS 6906, Alaska. It is defined by a Metes & Bounds legal description. It is a privately owned Native Allotment held in restricted status by the United States of America for the landowners as per the BIA-Title Status Report. The subject is located approximately 12 miles northeast of the Deadhorse Airport, Deadhorse, Alaska. This is a portion of a waterfront survey fronting Prudhoe Bay/Beaufort Sea. It lies east of the causeway road entrance to Endicott Island. The immediate area is known as the BP West Dock Staging Area. The Use of the Leased Premises is “… for oil field exploration, development, production and support purposes, and for the benefit of the oil and gas lease underlying the leased premises, or other oil and gas leases elsewhere, and for any other uses and purposes reasonably or conveniently related thereto.”

Property I.D. Land Area Access Primary Characteristics A portion of FF- 11322 parcel B

24 +/- Acres Road Access

Oceanfront property located within the North Slope oil field development area of Prudhoe Bay, Alaska.

Legal Description

Beginning at the Point of Beginning described as a point which is a grid distance of 1104.80 feet and a grid bearing of S12-19-27W from Meander Corner #8 ATS 844 and a grid distance of 933.47 feet and a grid bearing of S23-24-16E from Meander Corner #1 ATS 944, thence due north to a point of curvature of a curve to the right with a radius of 600 feet whose radius point is due east, thence along said curve to the right to the shoreline of the Beaufort Sea, thence along the shoreline as surveyed by BLM in connection with the official survey of Ahmaogak’s allotment in a southeasterly direction to a point determined by the intersection of a due north line and the shoreline, thence due south along the due north line to a point due east of the point of beginning, such point to be adjusted by moving the said due north line east or west in order to encompass 24 acres, thence due west to the Point of Beginning.. (See attached addendum for Appraisal Assignment Sheet with detailed characteristics and location of subject property).

Property Interest

Fee Simple Estate subject to the exceptions indicated in the BIA- Title Status Report and Reservations, if any, by the property owner. See Outstanding Rights section below. The subject property shall be considered as if held in “fee simple” estate, subject to existing encumbrances, liens, restrictions, etc. Any encumbrances, recorded or not recorded, on the Title Status Report (“TSR”) shall be discussed in the appraisal report. See the provided ownership documents and Title Status Report (“TSR”)for specific details.” The appraiser must immediately notify the AVSO review appraiser of any indications of rights contrary to these described. This may result in amended instructions.

Outstanding Rights

A Bureau of Indian Affairs –Title Status Report will be provided. Any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered must be identified and discussed in the appraisal report in relation to their impact on value. The appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to AVSO Review Appraiser.

Reservations

The current property owner is reserving the following rights: None

Personal Property

None

Property Access

Physical

Road Access.

Legal Road access with security escort provided by ICAS and/or the Lessee.

Larger Parcel

NA- Subject property is an Alaska Native Allotment and the transaction is for a negotiated sale to a private party. This appraisal report is NOT for Federal Land Acquisition Purposes, therefor the Uniform Standards for Federal Land Acquisitions DO NOT APPLY. No larger parcel conclusion is called for in a negotiated sale of an Alaska Native Allotment to another private party.

Ownership/Occupant

Ownership information to be provided at time of award.

Tenancies

NA

Owner Contact Information

To be provided at the time of award. See post award Assignment Contact Information sheet for the BIA staff or designated 638 Tribal Realty Officer (Service Provider). If replies from any Service Provider request are not expediently forth-coming, contact the AVSO-ITPVD Alaska Region Review Appraiser to avoid contractual delays.

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

The primary appraisal standards must be the Uniform Standards of Professional Appraisal Practice (USPAP) 2020-2022. The Appraisal Report must be presented in a narrative style appraisal report format and more specifically must comply with USPAP SR2-2(a). The Appraisal must also be compliant with any supplemental requirements contained in this SOW. A Restricted Appraisal Report is not allowed.

Market Rent

“The most probable rent that a property should bring in a competitive and open market under all conditions requisite to a fair lease transaction, the lessee and lessor each acting prudently and knowledgeably, and assuming the rent is not affected by undue stimulus. Implicit in this definition is the execution of a lease as of a specified date under conditions whereby:

• Lessee and lessor are typically motivated

• Both parties are well informed or well advised, and acting in what they consider their best interests;

Payment is made in terms of cash or in terms of financial arrangements comparable thereto; and The rent reflects specified terms and conditions, such as permitted uses, use restrictions, expense obligations, duration, concessions, rental adjustments and revaluations, renewal and purchase options, and tenant improvements (TIs).” (The Appraisal of Real Estate, 15th Edition,

pg. 421)

Effective Date of Value

The effective date of value of this appraisal assignment is the date the property inspection photos were taken by the lessee or the date of the appraiser’s valuation determination, unless the AVSO Review Appraiser approves in advance other conditions in writing.

Extraordinary Assumptions (EA’s)

The following Extraordinary Assumption shall apply: Due to current travel and safety issues related to arctic weather conditions and the ongoing COVID-19 Pandemic, the appraiser is not required perform an on-site field inspection of the subject property. The appraiser is approved to invoke the Extraordinary Assumption that the subject property’s condition is consistent with the site inspection photos provided by the lessee (or their designated representative) and AVSO/ITPVD work file photographs taken during the 2016 field inspection. If the appraiser determines that additional extraordinary assumptions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s)

The subject property is to be appraised “As-If” raw, unimproved, vacant land, disregarding any improvements present on the subject property. If the appraiser determines that additional hypothetical conditions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s)

None. If the appraiser decides to invoke USPAP’s Jurisdictional Exception Rule to comply with law, he/she must contact the AVSO Review Appraiser to obtain prior written approval.

Placement in Report

The appraiser must clearly identify all Extraordinary Assumptions, Hypothetical Conditions, and Jurisdictional Exceptions wherever the final value conclusion is stated. These must also be communicated with any General Assumptions and Limiting Conditions.

Property Inspection

No property inspection is required. Due to current travel and safety issues related to arctic weather conditions and the ongoing COVID-19 Pandemic, the appraiser is not required perform an on-site field inspection of the subject property. In addition, the subject property is under lease to a commercial oil producer in an area of restricted access and has historically required additional inspection permissions and an approved security escort provided by the lessee in order to perform the subject property inspection. The Appraiser/Contractor is not required to physically inspect the comparable properties;

however, they must verify all the market data utilized in the subject value conclusions unless the AVSO Review Appraiser has approved other conditions in writing.

Pre-Work Meeting

The appraiser may be required to attend a pre-work meeting with the assigned AVSO-ITPVD Review Appraiser. The AVSO Review Appraiser will coordinate the date, time & place of the meeting. The Appraiser/Contractor should contact the identified AVSO-ITPVD Review Appraiser to setup a pre-work meeting at the beginning of the appraisal process. The purpose of the pre-work meeting will be to clarify any issues pertaining to the scope of work, appraisal report requirements, and other concerns specific to the appraisal assignment. The meeting can be either by teleconference or at the AVSO-ITPVD Alaska Regional field office in Anchorage, Alaska.

Controversies/Issues

None. The Appraiser/Contractor should immediately notify the identified AVSO-ITPVD AK Region Review Appraiser contact person, if issues are identified during the course of the assignment, including improper legal descriptions, trespass issues or possible environmental issues. Conflicts and/or controversies discovered by the Appraiser/Contractor in the course of the project shall be reported to the

AVSO-ITPVD AK Region Review Appraiser contact person, in writing within five (5) working days from discovery. The Appraiser/Contractor is not required to resolve title or possession conflicts, but is required to report facts and professional opinions that may be relative to the

Legal Instructions

None.

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the client agency, only the assigned AVSO-ITPVD Review Appraiser or Regional Supervisory Appraiser can modify appraisal instructions (in writing). The Appraiser/Contractor may not accept any changes or additions from any source other than by modification to the contract/purchase order from the Contracting Officer. The identified AVSO-ITPVD AK Region Review Appraiser contact person shall be contacted if a request for change occurs at the job site location.

2. The appraiser may not communicate assignment results to any party except AVSO-ITPVD, Alaska Region unless authorized to do so in writing by AVSO-ITPVD. The Appraiser/Contractor agrees that his/her reports and conclusions are confidential information of the U.S. Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, BIA or other Intended Users listed in the Statement of Work. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice

3. Any communication (verbal or written) with the Client Agency Realty Contact shall include the assigned AVSO-ITPVD Review Appraiser.

General Appraisal Requirements & Instructions

1. The appraiser must hold a valid license as a Certified General Appraiser in good standing for the state of Alaska. Temporary/Courtesy licenses will not be acceptable.

2. Experience. Appraiser/Contractor shall have experience and geographic competency in appraising properties similar to the subject(s) and experience with the requirements, appraisal principles and procedures in USPAP.

3. Court Testimony. The Appraiser/Contractor agrees to provide his/her services if called upon to give testimony or be in attendance in United States Court on behalf of the Government. Prior arrangements will be made with the appraiser for such services if it is determined that such services will be needed. Any proposals submitted for this proposed contract are not to include estimated costs for court appearances.

4. Confidential Information. The Appraiser/Contractor agrees that his/her reports and conclusions are confidential information of the U.S. Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, AVSO and the BIA. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice.

5. All work shall be performed by, or under the direct supervision of, an Alaska State Certified General Real Estate Appraiser. Direct supervision means the Alaska State Certified General Appraiser will be on-site to supervise, aid in analyzing and writing of the three approaches to value and perform the inspection of the subject and comparable properties if applicable. All work performed by others shall be reviewed, approved and signed by the Certified Appraiser prior to submission of the appraisal report. Each person contributing significant professional expertise will sign and attach a certification to the report of their contribution and qualifications and a copy of their Alaska State Certified General Real Estate Appraiser License. The Appraiser/Contractor will interpret and reconcile the estimates of value stating the reason(s) why one or more of the conclusions reached are the best indications of a single final opinion of value. A value range is not acceptable, unless otherwise required by the Statement of Work.

6. Scope of Work Rule. The USPAP Scope of Work Rule states an appraiser’s scope of work must be sufficient to produce a credible assignment for the type of appraisal requested. The burden of proof is on the Appraiser/Contactor. The Appraiser/Contractor will fully disclose and justify within the appraisal report the decision to exclude any information or procedure that may appear relevant to the client, intended users, and reviewer. Compelling reasons shall be included in support of the scope of work decision. Gathering of factual information will be conducted with sufficient diligence to ensure market data having a material or significant effect on resulting opinions are discovered with due diligence to confirm market data. Data will be analyzed with sufficient care to avoid errors that could have significant effect on resulting opinions and conclusions.

7. Each report shall adhere to USPAP Standard 1 and 2 and must be labeled as an Appraisal Report on the title page and the letter of transmittal. Restricted reports are not acceptable.

8. The appraisal report(s) identified with this document are reviewed in accordance with the Statement of Work and USPAP Standards 1 and 2. The contractor shall deliver the appraisal reports to the AVSO-ITPVD Alaska Regional Office identified in this document.

9. A thorough detailed analysis and summary explanation will be given to: subject property description;

rationale and market factors used to determine highest and best use; adjustments to sale data will be market derived and each will be discussed/explained/illustrated/justified, using sale pairing or other recognized methods to derive adjustments for: time, location, size, access, water frontage, utilities, topography, vegetation, improvements, aesthetics, hazards or detriments, scenic and/or other recognized elements of comparison, in comparison to the subject; comparability, similarities / differences. The analysis will include complete reconciliation and correlation of approaches to value.

Each appraisal will reflect prevailing current market conditions and will be performed based upon previous transactions from the competitive market area.

10. All three approaches to value, the Cost Approach, Income Approach, and Sales Comparison Approach, shall be analyzed, developed, and reported in the report, as applicable to the assignment. If an approach to Value cannot be developed, the appraiser shall explain why it cannot be used or is not applicable in the assignment. All details and data adjustments, as well as development procedures used for the adjustments made, will be shown in the body of the report in sufficient detail that the reader/user/reviewer can adequately understand the report in detail that is not misleading, and results in a credible report. The opinion of value will be determined and supported by comparable sales that result in a reasonable credible analysis and conclusion. The comparable sales and/or rentals should have a highest and best use the same as the subject property. The appraiser will discuss the purpose and reason for the adjustments in the report.

11. The Appraiser/Contractor shall verify as best as possible the legal descriptions with the survey map(s) and TSR, which are attached to this SOW. Any discrepancies identified in the legal description(s) will be reported immediately to the identified AVSO Review Appraiser to obtain clarification prior to proceeding with the assignment.

12. Reports shall include a three-year history of the use and occupancy of the subject property. If any of the information cannot be determined, then the appraiser shall explain why and report the existing facts. Also include a ten-year record of all comparable properties, and if the information is available, then any offers to rent/lease, buy or sell the property being appraised. If no sale of the property has occurred in the past ten years, then the appraiser shall report the last sale of the property, regardless of the date. Report the rental history of the subject property, for at least the past three years, or explain the reasons the information cannot be obtained.

13. Reports shall include a copy of the Appraiser/Contractor’s State of Alaska Certified General Appraiser License, statement of qualification detailing his/her appraisal education and experience with similar properties to the subject properties. Temporary/Courtesy Licenses are NOT acceptable.

14. Reports shall include a signed certification consistent with USPAP Standard Rule 2-3.

15. The Appraiser/Contractor is required to conduct and use due diligence in market research in gathering, collecting, and verifying comparable sales and or rental information in the subjects’ market areas, at the local borough or state courthouse(s) deed records, on or near the subject property, including areas outside and adjacent to the boundaries that would be considered within the market neighborhood. The opinion of value will be supported by recent sales or rentals in the general market of fee lands and Native Allotments (restricted fee).

16. Written comparable sales or comparable rentals sheets will be required in each report for all comparables utilized. The comparable summary sheets will address/discuss ALL of the following as of the rental/lease and or sale date:

• grantor and grantee or lessor and lessee as applicable

• rental date

• rental terms and price

• sale date

• sale price

• terms of sale

• buyer/seller motivation

• exposure/marketing time

• legal description and size

• type of instrument and reference of the rental, lease document if applicable

• type of instrument and reference of the deed by recording district, including book & page or document number

• assessor’s parcel number and taxes (if applicable)

• present use

• highest and best use

• re-sale information if applicable

• assignment of lease if applicable

• location (latitude & longitude in D.M.S) and relevant area/neighborhood information

• legal and physical access

• utilities availability to the property with estimated distance & direction & cost to obtain if applicable

• identify water source, system or project, costs and rights (if applicable)

• topography and vegetation

• water frontage: quantity and quality (if applicable)

• zoning and other land use restrictions, e.g. easements and encroachments

• aesthetics

• hazards or detriments

• complete description of site or land improvements (wells, septics, fences, corrals, ponds, reservoirs, terraces, driveways, utility connections, roads, etc.) if applicable and estimated contribution of each improvement, if applicable

• complete description of structures or buildings (items not considered site or land improvements), if applicable and estimated contribution of each structure or building, if applicable

• non-fee contributions (leases, other)

• applicable rental information and history

• capitalization rate to be derived, illustrated and fully explained by use of estimated or actual income/expenses, if applicable.

• rates of return to be derived and fully explained, if applicable

• comparable property sheets shall include a brief narrative description of the sale property

• copies of deeds

• photographs of the property and description, and the date of photograph (No “thumbnail” photographs may be included, the recommended size for photographs is 3” x 5”).

• plot map or sketch of each comparable property

• comparable sales map showing the relative location of the comparable sales to the subject property

• ITPVD-Alaska Region sales database index number (if applicable).

17. Each comparable will be confirmed and supported by the borough/municipality records and assessor data if applicable, (showing acres and/or improvements). Comparable sale and/or rental details should be independently substantiated with knowledgeable parties. While sources such as selling agent, buyer’s agent, lender, attorney, appraiser, and title company are allowed, verifications with the buyer or seller and/or lessor or lessee are preferred. Source of comparable data confirmation will be disclosed and identified with date verified, by whom and contact information. Rental and or lease comparable details should be independently substantiated with knowledgeable parties. Verification with the lessor or lessee or their agent is preferred. Source of the rental/lease data confirmation will be disclosed and identified with date verified by whom and contact information. Distance and direction of a known community or town will be listed. Market sources may be supported, but not replaced by data published by federal, state or local agencies.

18. The elements or features of comparison and adjustments made shall be reliable, market extracted and supported by verified information. Quantitative analysis, when available through techniques such as paired sales or re-sales, etc. is required in each report. If the quantitative adjustments cannot be applied because the adjustments will not result in a credible report, then the qualitative analysis technique may be utilized. An adjustment based upon a statement such as “based upon my experience” is inadequate. Statistical Analysis or regression may be used only in support of the quantitative technique.

19. The Contractor shall furnish and be responsible for payment of all labor, materials, transportation, equipment, tools, operating supplies and incidentals to complete the work as specified. All work shall be performed by the qualified principal appraiser of this contract. The principal Contractor/Appraiser shall not sub-contract or re-assign the appraisal(s) to another appraiser.

20. While each report shall adhere to USPAP Standard 1 and 2, it is recommended that reports consist of the four major parts of an appraisal: (1) Introduction; (2) Factual data, including technical identification; (3) Presentation of data analysis and conclusions; and (4) Exhibits and addenda containing supplemental information such as pictures, maps, or other information specific to the subject that explain narrative portions in the report will be included.

21. AVSO-ITPVD will supply photographs provided by the lessor and/or their designated representative.

It is required that reports include these photographs of the subject property; date the photograph was taken and by whom, and description of the photograph (subject property) No “thumbnail” photographs may be included and the recommended size for photographs is 3” x 5”, delineated maps and color photographs with North arrow indication and photographer location of the subject and comparable sales. Map scale recommended being not less than 1/4 inch per mile. Maps recommended in each report include: (1) plat or area map of the comparable sales with sections and townships identified, (2) topographic (1:24000 scale) including subject and adjacent sections, (3) aerial, and (4) other illustrations or maps as needed to identify or clarify each property’s physical elements and condition.

22. It is required that each report page should have the following header and footer:

Illustrated: Header Contract No. D19PXXXXXXX (header)

(header) Project Number (see copy of appraisal request per assignment)

(Footer :) Page X of X

23. The AVSO-ITPVD Statement of Work, other assignment instructions and engagement letter must be included within the Addenda to the appraisal report. The BIA Appraisal Request Form should be the final page of the Appraisal Report.

24. The appraiser must appraise the subject property “As-If Vacant”, in accordance with the Hypothetical Condition outlined earlier in this Statement of Work” , unless authorized in writing by the AVSO- ITPVD Review Appraiser to do otherwise.

25. The appraisal report will be reviewed for compliance with the terms of this Statement of Work

(including all cited standards). Any findings of inadequacy will require clarification and/or correction.

26. The appraiser shall consider the appraisal report and all DOI internal documents furnished to the appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO- ITPVD Review Appraiser.

27. AVSO will not normally accept custody of confidential information. Should appraiser find it necessary to rely on confidential information, he/she will contact the AVSO-ITPVD Review Appraiser for instructions. The Review Appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

28. While the public is not an intended user of the appraisal report, the Freedom of Information Act (FOIA) and Agency policy may result in the release of all or part of the appraisal report to others.

29. If including any proprietary information in the appraisal, appraiser must gain concurrence from AVSO-ITPVD Review Appraiser and deliver the proprietary information in a separate binder.

30. When the appraiser has performed any services regarding the subject property within the three prior years, he/she must disclose this in the bid proposal.

31. The Appraisal Report will be reviewed in accordance with USPAP Standard 3 by AVSO-ITPVD prior to acceptance. The reviewer is an AVSO-ITPVD reviewer with a State Certified General Appraiser License. Each appraisal report will be reviewed in its entirety for compliance with the SOW and with applicable appraisal standards and rules, including USPAP (and UASFLA if applicable). The Contractor/Appraiser is responsible for any corrections and /or revisions to the report necessary for final approval.

32. All file material supplied to the Appraiser/Contractor by the AVSO-ITPVD is considered and remains government property, it will be returned with the completed report or as requested by the identified AVSO-ITPVD AK Region Review Appraiser contact person (When Applicable:

specifically Request for Appraisal, Title Status Report, and maps specific to the property, etc.).

33. The Appraiser/Contractor’s work file and supporting documentation, upon request, will be provided within seven (7) days to the reviewer.

SECTION 3 – Performance & Submission Requirements The appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO-ITPVD Review Appraiser. Attachment 3 of the contract award will identify the AVSO-ITPVD Review Appraiser and his/her contact information.

The Target Period of Performance for the delivery of the initial appraisal report to the AVSO Review Appraiser is 90 days from the Date of Award. Contractors must provide the appraisal services within the performance period specified, and/or otherwise state an alternative Period of Performance with justification for the change.

The Appraiser/Contractor shall initially submit a password encrypted pdf version of the subject appraisal report for review purposes. It will be transmitted to AVSO-ITPVD Alaska Region Appraisal Office via email on or before the due date to the following email addresses: Marjorie_Bellringer@ios.doi.gov and kaiulani_rees@ios.doi.gov After review and approval of the appraisal report, the final electronic pdf version will be transmitted to the Alaska Regional Office (emails shown above). All versions of the electronically transmitted pdf reports shall adhere to encrypted/password protected protocol to safeguard the confidentiality of the appraisal report. The versions of the encrypted PDF document shall be transmitted by separate email, with the password provided via a separate email from the appraisal report document.

Provided Subject Property Exhibits

The following Subject Property Exhibits will be provided as part of the Statement of Work:

1. Appraisal Assignment Sheet

2. Redacted BIA-Title Status Report (TSR)

3. U.S. Survey Map (Entire Native Allotment)

4. Lease Area Map mailto:Marjorie_Bellringer@ios.doi.gov mailto:kaiulani_rees@ios.doi.gov

5. ArcGIS Aerial Map (Entire Native Allotment)

6. Arc GIS Native Allotment Topo Map

7. ArcGIS Aerial Map of Lease Area

8. Google Earth 2014 Imagery

The following Exhibits and Documents will be provided at the time of award to the resulting contractor/vendor:

9. BIA Alaska Region +/or Designated 638 Representative- Appraisal Request Package

10. Non-redacted BIA Title Status Report(TSR)

11. Non-redacted BIA Lease Document

12. ArcGIS Map with Latitude & Longitude Corners

13. BIA Lease Documents

14. Subject Photographs

15. AVSO-ITPVD AK. Region, appraisal work file notes & correspondence if applicable.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting *TBD

(In person at AVSO office or via telephone).

Initial Appraisal Report *TBD.

Submit on or before the end of contract Period of Performance date (90 days from contract award date): One (1) Report to be submitted as a signed paper copy and a password protected encrypted pdf file.

Review Period & Comments Provided to Appraiser

*TBD.

45 days after the submission of the Appraisal.

Final Appraisal Report *TBD.

15 days after the appraisal review and acceptance, three (3) final editions paper copies and an encrypted pdf file must be submitted to the AVSO Review Appraiser.

Appraisal Assignment Sheet

ITPVD

CONTROL #

Transaction Legal Description Allotment # Location Improvements Size Access Comments

21-046

Market Rental Values for Lease Purposes Current Market Rental Value of leased property as of date of inspection.

A 24 +/- Acre portion located within the NW corner of U.S.

Survey # 6906, Alaska. Metes & Bounds long legal description.

(see S.O.W. for full description.)

A portion of

FF-11322

parcel B

Along the NW shore of Prudhoe Bay of the Beaufort Sea; Approx. 2 miles SE from Point McIntire. Apprx. Location of the NW corner Lat / Long - 70 22 45.832N 148 31 58.598W (as per

USS)

Improvements are NOT to be valued.

Parcel to be valued as if bare land.

24 +/- Acres

Road Access

Parcel to be valued as- if bare land.

BIA Lease No. F-82-8 between owner and British Petroleum and/or assignees. For incremental increase adjustment needed for Current Market Rental Value of leased property as of current date of inspection.

BIA Title Status Report (TSR)

U.S. Survey Map (Entire Native Allotment)

Lease Area Map

ArcGIS Aerial Map (Entire Native Allotment)

ArcGIS Topographic Map (Entire Native Allotment)

ArcGIS Aerial Map of Lease Area

Google Earth 2014 (Most recent Available Satellite Imagery)

(END OF STATEMENT OF WORK)

CONTRACT CLAUSES

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. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov

52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Nov 2021) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Nov 2021)

(End Clause)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Jan 2022)

(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 products and commercial services:

(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) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (Nov 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (Nov 2015).

(5) 52.233-3, Protest After Award (Aug 1996) (31 U.S.C. 3553).

(6) 52.233-4, Applicable Law for Breach of Contract Claim (Oct 2004) (Public Laws 108-77 and 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 products and commercial services:

[Contracting Officer check as appropriate.] __ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (Jun 2020), with Alternate I (Nov 2021) (41 U.S.C. 4704 and 10 U.S.C. 2402).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (Nov 2021) (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 (Jun 2020) (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).

https://www.acquisition.gov/ https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-6#FAR_52_203_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-13#FAR_52_203_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-15#FAR_52_203_15 https://www.acquisition.gov/far/52.204-10#FAR_52_204_10 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/far/52.204-14#FAR_52_204_14

__ (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. (Nov 2021) (31 U.S.C. 6101 note).

__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (Oct 2018) (41 U.S.C. 2313).

__ (10) [Reserved].

__ (11) 52.219-3, Notice of HUBZone…