Sol_140D0422Q0342.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

D51

Herndon VA 20170 381 Elden Street, Suite 4000 IBC,AQD,Dv5,Br1,VA

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

03/31/2022 1700 ED

03/25/2022

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

140D0422Q0342

5. SOLICITATION NUMBER

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

1 59 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.

The U.S. Department of the Interior, Appraisal and Valuation Services Office, requirement for Market value appraisal for Agency Case ID:

COC-80555, AVIS Project Number: L210100, Mineral Point Ditch and Water Right Acquisition in San Juan County, CA.

Legacy Doc #: DO

(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

59 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS:

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW) LA/CAT/19a

STATEMENT OF WORK (SOW) LA/CAT/20a

STATEMENT OF WORK (SOW) LA/CAT/21a

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 (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)

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)

Disclosure of Information

Release of Information

CONTRACT PROVISIONS

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

52.204-7 System for Award Management (Oct 2018)

52.204-16 Commercial and Government Entity Code Reporting (Aug 2020)

52.204-22 Alternative Line-Item Proposal (Jan 2017)

52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Nov 2021)

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)

140D422Q0308 003

REQUEST FOR QUOTE #140D0422Q0308- LA CAT 19, 19a, 20, 20a, 21, 21a -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 three appraisal reports on land located in West Feliciana Parish, Louisiana.

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.

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 75 days from the date of award. See Requirement Deliverable/Task Schedule specified in Section 3 of the SOWs.

LINE-ITEM PRICING

CLIN

No.

Description Total Price

00010 Land Appraisal Services for LACAT 19, 19a, 20, 20a, 21, 21a

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:

140D422Q0308 004

FACTOR A: TECHNICAL QUALIFICATIONS

State Certification

a. The appraiser must hold a valid license as a Certified General Appraiser by the State of Louisiana as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Louisiana. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a copy of his/her current state license. (A temporary license must also be provided by the contracted appraiser and included in the addenda of the appraisal report.)

Technical Acceptability

b. Experience for Assignment: Both geographical competency and technical competency will be considered. The contractor shall provide a standard Appraiser's Statement of Qualifications and a signed proposal letter that describes and attests to the following:

i. Please provide a summary of your years of experience appraising land within the general market area, and/or similar market areas, to include site size range and improvement types.

ii. Please provide a summary of your years of experience appraising lands for federal acquisition under UASFLA guidelines. If none, please state such.

iii. Completion of a course in UASFLA is considered, but not a requirement at this time. Please provide a statement indicating whether a course has been completed, including the year of completion.

c. Qualifications of Associate Appraisers: Sub-contracting of this assignment is not permissible. Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and a copy of their license or permit must be provided.

d. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO Reviewer is within 75 days from the date of engagement. Earlier delivery is preferable and will be given consideration but is not a requirement.

Factor 3 - Past Performance

a. Submit a list of at least two (2) of the most recent UASFLA-compliant appraisal reports completed. Include property type, size of property, date of value, location, and the client contact information for reference purposes. If none completed, please state such.

b. Submit a list of at least two (2) of the most recent appraisal reports completed for property similar to the subject. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

c. The Appraiser must indicate whether he/she has (or has not) performed any services, as an Appraiser or in any other capacity, regarding the subject property within the three-year period

140D422Q0308 005 immediately preceding acceptance of the assignment. If a service has been provided regarding the subject property, the service provided must be specified and appropriately disclosed following the direction of the USPAP Ethics Rule, Conduct Section.

Factor 5 – Price Quote

a. 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 Statements of Work (SOWs).

b. 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 Heather Smith, Contracting Specialist, via email at heather_smith@ibc.doi.gov and cc Debra Slasor, Contracting Officer, debra_slasor@ibc.doi.gov on or before 5pm Eastern Time, March 31, 2022. All submissions shall reference “Quote – 140D0422Q0308” included in the subject line.

140D422Q0308 006 mailto:debra_slasor@ibc.doi.gov

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to heather_smith@ibc.doi.gov, Contracting Specialist, via email at on or before 5pm Eastern Time, March 23, 2022. All submissions shall reference “Questions – 140D0422Q0308” included in the subject line.

140D422Q0308 007

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID 00160674

AVIS Number F220043

SECTION 1 – Subject Identification & General Information

Identification Case Name LA/CAT/19,a Location Cat Island Road Sections 16 & 42, Township 2S, Range 4W West Feliciana Parish, Louisiana

Acreage 273.89± acres (Proposed Acquisition) Property Type Non-Federal Vacant Land Case Type Acquisition

Appraiser’s Client U.S. Department of the Interior, Appraisal and Valuation Services Office

(AVSO).

Intended Users The intended users of the appraisal report are the Client and U.S. Fish and

Wildlife Service (FWS) on behalf of the United States of America.

Intended Use The appraisal report will be used by the FWS in conjunction with negotiating the proposed acquisition of the identified property via purchase with the landowner.

It is not intended for any other use.

Property Description The property to be acquired is located approximately seven miles west of the town of St. Francisville, West Feliciana Parish, Louisiana. The Proposed Acquisition includes two tracts, Tracts 19 and 19a, totaling approximately 273.89 acres. Tract (19) is approximately 144.60 acres and Tract (19a) is approximately 129.29 acres. Actual acreage will be determined by a survey prior to transfer of title to the United States of America. Tract (19) is offset from the Mississippi River by approximately 1,000 feet and Tract (19a) is situated on the Mississippi River on its north boundary. Tracts (19) and (19a) are non-contiguous to one another, separated by approximately 1500 feet. Both tracts are primarily bottomland hardwood forest and experience annual flooding from the Mississippi River. There are no improvements on the property. The subject is identified as West Feliciana Parish Tax Parcel #100001028.

It is anticipated that additional and more detailed information on the Subject Property will be uncovered during a physical inspection and due diligence research by the Appraiser. All site characteristics are to be independently researched and verified by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions.

The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

140D422Q0308 008

140D422Q0308 009

Minerals The mineral rights are included in the fee simple estate. Per AVSO Division of Minerals Evaluation (DME), the subject is outside of any known hydrocarbon or mineral producing area. The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

Timber FWS reports that the property may contain merchantable timber. Timber on the property is a mixture of ages due to historical harvests, with most recent selective cut in 2008. There are some very large cypress trees on the property that have not been harvested in many years. The Appraiser is encouraged to research common local practices. A timber cruise (by a qualified forester approved by the AVSO Review Appraiser) which complies with AVSO timber cruise specifications may be needed as part of this appraisal assignment. Note: Should the Appraiser determine that a timber cruise is necessary, he/she must immediately notify the AVSO Review Appraiser so that arrangements can be made through FWS. If a timber cruise is needed, the cost will NOT be incurred by the Appraiser and the period of performance may need to be adjusted to accommodate completion of the cruise. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

140D422Q0308 010

Legal Description The Legal Description provided by FWS for the Subject Property is based on the Preliminary Land Survey Assessment and the most recent transfer document, Instrument #79906, Book 140, Page 197 dated June 29, 2000. Both documents will be provided upon contract award.

Property Interest to be Acquired The property interest to be appraised is fee simple interest subject to riparian, roadway right-of-way and utility right-of-way. Water and mineral rights are included in the fee simple estate.

Reservations/Outstanding Rights FWS has provided Fidelity National Title Insurance Company Title Commitment #34120-B-GOV dated February 22, 2021. Outstanding rights or reservations specifically identified within the transfer documents, Title Commitment or by FWS include: riparian, roadway right-of-way and utility right of way. Verification with the property owner regarding outstanding rights, reservations and right of ways is advised.

No reservations easements, or other restrictions or outstanding rights are known by FWS to affect the property to be acquired. Please note that any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligence investigation 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 the AVSO Review Appraiser. This may result in amended instructions. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Improvements None

Property Access Legal and physical access is via River Road (also known as Cat Island Road). River Road runs along the north boundary of Tract 19 and along the east boundary of Tract 19a. River Road is a gravel parish road that runs along the Mississippi River through the refuge. This portion of the Mississippi River is un-leveed and the property floods annually preventing vehicular access during high water periods. Additional access to Tract 19a is from the Mississippi River by watercraft.

Larger Parcel The agency request indicates that the proposed acquisition consists of 273.89± acres. No other contiguous or proximate lands under the same ownership have been identified by FWS via their request for appraisal services. However, it is ultimately the Appraiser’s responsibility to identify any and all lands having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s). The Appraiser is encouraged to research the ownerships that may have an impact on the Larger Parcel analysis. The Appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. As the Appraiser, you must identify a larger parcel (or potentially multiple larger parcels) which satisfies the tests of title, unity of highest and best use, and contiguity as it relates to highest and best use with UASFLA, Sections 1.2.7.3.1., 1.4.3 – 1.4.7., 4.3.3 –

4.3.4.5. and 4.6.1.1. Section 2.3.3.1.2 of UASFLA requires that the Appraiser must describe the factual basis and analysis that led to the larger parcel determination and the determination itself be reported.

140D422Q0308 011

Ownership/Occupant This information will be provided to the Appraiser upon contract award.

Tenancies None known. The Appraiser should confirm with landowner whether there are any leases and/or rental agreements on the property.

Appraiser’s Use of Consultant’s Reports The Client and/or owner indicated there may be merchantable timber on the property to be appraised. However, no timber cruise has been provided to help determine any contributory value. The contracted appraiser is to notify the AVSO review appraiser if it is determined, upon inspection, that a timber cruise is necessary to achieve credible assignment results (note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales). In response, the AVSO review appraiser will request justification supporting your determination that a timber cruise is necessary to achieve credible assignment results. Assuming adequate support exists, the AVSO review appraiser will arrange for a timber cruise to be completed at the U.S. Fish and Wildlife Service (FWS) expense. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Please note that Section 1.13 of UASFLA states “the appraiser cannot merely accept such consultant reports as accurate, but rather must analyze such reports and adopt them only if reasonable and adequately documented and supported. The results of secondary valuation reports (minerals, fixtures, or timber valuations) cannot simply be added to the value of the land to arrive at a value of the property as a whole without proper analysis by the appraiser. To do so would violate the unit rule and professional standards.

The appraiser must consider these components of the property in light of how they contribute to the market value of the property as a whole.”

Owner Contact Information The List of Contacts in the contract award package will provide owner contact information to the Appraiser upon contract award.

Provided Subject Property Exhibits The following additional Exhibits will be provided with the contract award package:

7. Transfer Document

8. Title Commitment

9. Permission to Appraise & Inspect

10. Survey

11. PLSA

12. Project Contacts List

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

• Uniform Standards of Professional Appraisal Practice (USPAP- 2020/2021 edition)

Standards 1 & 2

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA - 6th Edition, 2016)

140D422Q0308 012

• Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended; 49 CFR, Part 24

Market Value Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions, 1.2.4 of 6th Edition) This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

Date of Value The date of value is to be the date of the last property inspection, which should be within 30 days of the date of the report.

Extraordinary Assumptions (EA’s) None. If the Appraiser determines that a extraordinary assumptions is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Jurisdictional Exceptions (JE’s) Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion of exposure time [UASFLA, 6th Ed., Section 1.2.4, 1.2.7.2 and 4.2.1.2 (legal basis)], unlike other appraisal assignments subject to USPAP [Standard Rule 1-2(c) and 2-2(a)(vi)]. This exclusion of exposure time requires the use of a Jurisdictional Exception (JE) to USPAP. (Refer to page 15 of USPAP for proper reporting).

If the Appraiser believes that USPAP’s Jurisdictional Exception Rule is needed to comply with any other additional law or UASFLA regulation, he/she must contact the AVSO Review Appraiser to obtain prior written approval. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Please also note that in accordance with UASFLA, Section 1.2.4, estimates of marketing time are not appropriate and must not be included in appraisal reports prepared to UASFLA standards.

Placement in Report The Appraiser must clearly identify and discuss the implications of any authorized Extraordinary Assumptions and Hypothetical Conditions (including a statement that their use might have affected the assignment results) within the Scope of Work section of the appraisal report along with the Jurisdictional Exception (assignment condition) per UASFLA Section 2.3.1.8. Please also identify any authorized EAs and HC’s wherever the final value conclusion is stated.

140D422Q0308 013

Property Inspection The Appraiser must physically inspect the subject property. The owner has given permission to enter the property to conduct an inspection. The document granting permission to appraise will be provided to the contracted Appraiser upon award. Please contact the owner directly, after award, to arrange a date and time for inspection. You must notify the AVSO Review Appraiser, in advance, when the property inspection will occur.

For appraisals with an intended use of acquisition, the Appraiser must certify in the report that he/she extended an offer to the property owner (or the owner’s representative) to accompany him/her during the property inspection. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed.

(Section 2.3.1.4)]

Pre-Work Meeting/Conference Call The contracted Appraiser will be required to participate in a pre-work meeting by telephone with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date and time of the pre-work meeting directly with the Appraiser once a contract is awarded.

Controversies/Issues Should the Appraiser identify controversies or issues during the assignment, immediately notify the assigned AVSO Review Appraiser.

Legal Instructions None given.

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the client agency, only the

AQD Contracting Officer, in conjunction with the AVSO Review Appraiser’s concurrence, can modify appraisal instructions (in writing). The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

2. The Appraiser may not communicate assignment results to any party except AVSO unless authorized to do so in writing by AVSO.

3. Any communication (verbal or written) with the client agency realty contact shall include the assigned AVSO Review Appraiser.

4. The area of acquisition is estimated to contain 273.89 +- acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, it is requested that in addition to stating the final value conclusion of the larger parcel within the appraisal report, the unit value (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., $XX/acre is valid for a range of XX-XX acres). This range would consider no material changes to the physical characteristics of the larger parcel.

5. This statement of work (SOW) has been prepared during the COVID-19 pandemic. Market impacts may vary by property type, geographic location, etc., but the potential exists for

140D422Q0308 014 significant changes to real property values. For this reason, the appraisal must include a thorough market analysis, based upon the data available as of the effective date of value, in support of any market condition adjustments or for no adjustments. As applicable, this analysis can include interviews with real estate market participants (such as brokers, lenders, buyers, sellers), economic trends in the market sector and location, listing and sales activity or non-activity, commodity pricing, and changes in the financial markets.

The market research, analysis and rendered value opinion for this appraisal assignment is to be based upon the data available as of the effective date of value. In the wake of social, financial and real estate market impacts caused by the COVID-19 pandemic, the appraiser is responsible for recognizing, researching, analyzing and reporting measurable economic impacts affecting market value/marketability (if any) as of the effective date of the appraisal.

General Appraisal Requirements & Instructions

1. The Appraiser must hold a valid license as a Certified General Appraiser as demonstrated by a copy of the state certificate. (Valid credentials would also include those issued under a reciprocity agreement and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes where the subject is located and must also be provided if applicable.)

2. This AVSO Statement of Work and pages 1 & 2 of the Contract Award document must be included within the Addenda to the appraisal report along with the Appraiser’s license, to include temporary if applicable, and qualifications.

3. All appraisals complying with UASFLA should reasonably conform to the sequence and content outlined in UASFLA, Section 2.3 as well as Appendix B or C, depending on applicability.

4. The appraisal is to be documented in an “Appraisal” reporting format [USPAP Standard 2-2(a)].

UASFLA, Section 2.2 states that reporting formats set forth under Sections 2.3, 2.4, and 2.5 (Appendix B, C, or D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

5. The Appraiser must appraise the subject property in its existing physical condition.

6. All the comparable properties used in direct comparison to the subject are to be personally inspected

(UASFLA Section 1.2.6.3). Color photographs of comparable properties shall be included in the appraisal report along with comparable data maps and/or exhibits. AVSO will accept aerial photographs for comparable land properties if the aerial photographs accurately represent the comparable property as of the date of sale.

7. 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.

8. The Appraiser shall consider the appraisal report and all Department of the Interior (DOI) internal documents furnished to the Appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO Review Appraiser.

9. AVSO will not normally accept custody of confidential information. Should the Appraiser find it necessary to rely on confidential information, he/she will contact the AVSO Review Appraiser for

140D422Q0308 015 instructions. The Review Appraiser will view the information and provide further instruction to the Appraiser regarding handling and storage of the confidential information.

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

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

12. The Appraiser must indicate whether he/she has (or has not) performed any services, as an Appraiser or in any other capacity, regarding the subject property within the three-year period immediately preceding acceptance of the assignment. If a service has been provided regarding the subject property, the service provided must be specified and appropriately disclosed following the direction of the USPAP Ethics Rule, Conduct Section. This disclosure must be made within the bid proposal and noted on the signed certification page of the completed report.

SECTION 3 – Performance & Submission Requirements

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO Review Appraiser. Contact information will be provided upon award.

The contractor shall have 75 calendar days from the date of award to deliver the initial appraisal report to the AVSO Review Appraiser. If the contractor determines that a performance period of 75 days is not realistically feasible, it is the contractor’s responsibility to provide an alternative delivery date in the bid proposal. NOTE: Preference may be given to the quotes which best meets the stated delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting By telephone, coordinated by the AVSO Review

Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 75 calendar days from the date of award.

Submit one (1) electronic (pdf) copy of report.

Review Period & Comments Provided to Appraiser

Target is 14 calendar days after initial appraisal report received.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 5 business days or a total of 15 days in the event of multiple requests for correction or clarification.

Final Appraisal Report Due The appraiser will provide a final, signed electronic copy (PDF) to the reviewer upon final approval of the appraisal. One signed, printed reports of the final approved appraisal must be sent to the reviewer within 5 business days of the reviewer’s acceptance of the electronic copy.

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Agency Case ID 00160675

AVIS Number F220044

Identification Case Name LA/CAT/20,a Location 3942 Cat Island Road Sections 16 & 42, Township 2S, Range 4W West Feliciana Parish, Louisiana

Acreage 273.89± acres (Proposed Acquisition)

Intended Users The intended users of the appraisal report are the Client and U.S. Fish and

Wildlife Service (FWS) on behalf of the United States of America.

Intended Use The appraisal report will be used by the FWS in conjunction with negotiating the

The property to be acquired is located approximately seven miles west of the town of St. Francisville, West Feliciana Parish, Louisiana. The Proposed Acquisition includes two tracts, Tracts 20 and 20a, totaling approximately 273.89 acres. Tract (20) is approximately 144.60 acres and Tract (20a) is approximately 129.29 acres. Actual acreage will be determined by a survey prior to transfer of title to the United States of America. Tract (20) is offset from the Mississippi River by approximately 1,000 feet and Tract (20a) is situated on the Mississippi River on its north boundary. Tracts (20) and (20a) are next to one another, however, they are separated by Cat Island Road, which runs through the property and is the dividing line between Tract (20) and (20a). Both tracts are primarily bottomland hardwood forest and experience annual flooding from the Mississippi River. There are four improvements on the subject property: three semi-permanent structures and one residential cabin-like structure. An allocated contributory value of each of the semi-permanent improvements is requested (see Special Instruction 5 and Extraordinary Assumption on Page 8 regarding the existing usufructs for the improvements). The subject is identified as West Feliciana Parish Tax Parcel #100001027.

It is anticipated that additional and more detailed information on the Subject Property will be uncovered during a physical inspection and due diligence research by the Appraiser. All site characteristics are to be independently researched and verified by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions.

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The mineral rights are included in the fee simple estate. Per AVSO Division of Minerals Evaluation (DME), the subject is outside of any known hydrocarbon or mineral producing area. The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

Timber FWS reports that the property may contain merchantable timber. Timber on the property is a mixture of ages due to historical harvests, with most recent selective cut in 2008. There are some very large cypress trees on the property that have not been harvested in many years. The Appraiser is encouraged to research common local practices. A timber cruise (by a qualified forester approved by the AVSO Review Appraiser) which complies with AVSO timber cruise specifications may be needed as part of this appraisal assignment. Note: Should the Appraiser determine that a timber cruise is necessary, he/she must immediately notify the AVSO Review Appraiser so that arrangements can be made through FWS. If a timber cruise is needed, the cost will NOT be incurred by the Appraiser and the period of performance may need to be adjusted to accommodate completion of the cruise. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

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Survey Assessment and the most recent transfer document, Instrument #113465, Deed Book 204, Page 688 dated August 30, 2014. Both documents will be provided upon contract award. Please note that the Exchange document incorrectly cites the Tract numbers as 3A and 3B, but the previous Act of Partition 140/197 cites ownership of this property at Tracts 1A and 1B.

Property Interest to be Acquired The property interest to be appraised is fee simple interest subject to riparian rights, utility and road rights-of-way. Water and mineral rights are included in the fee simple estate.

Reservations/Outstanding Rights FWS has provided Fidelity National Title Insurance Company Title Commitment #34120-A-GOV dated February 22, 2021. Outstanding rights or reservations specifically identified within the transfer documents, Title Commitment or by FWS include: usufruct rights (COB 204, Page 688), utility right-of-way (COB 59, Page 568). Verification with the property owner regarding outstanding rights, reservations and right of ways is advised. Refer to EA regarding existing usufructs that will be terminated prior to transfer.

No reservations easements or other restrictions or outstanding rights are known by FWS to affect the property to be acquired. Please note that any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligence investigation 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 the AVSO Review Appraiser. This may result in amended instructions.

Improvements There are four hunting camps/structures on Tract 20 of the subject property consisting of one wooden frame hunting camp and three camper trailers. All four structures are elevated 12’ on wooden pilings.

Water is provided by an on-site water well. An allocated contributory value of each semi-permanent improvement is requested (please see Special Instruction 5).

Structure Summary 24’ X 38’ wooden frame house/camp with tin roof 12’ X 60’ trailer

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12’ X 60’ trailer 24’ X 20’ trailer (Two 12’ X 20’ trailers with a common roof, serves as one camp)

Property Access Legal and physical access is via River Road (also known as Cat Island Road). River Road runs along the north boundary of Tract 20 and along the east boundary of Tract 20a. River Road is a gravel parish road that runs along the Mississippi River through the refuge. This portion of the Mississippi River is un-leveed and the property floods annually preventing vehicular access during high water periods. Additional access to Tract 20a is from the Mississippi River by watercraft.

Larger Parcel The agency request indicates that the proposed acquisition consists of 273.89± acres. No other contiguous or proximate lands under the same ownership have been identified by FWS via their request for appraisal services. However, it is ultimately the Appraiser’s responsibility to identify any and all lands having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s). The Appraiser is encouraged to research the ownerships that may have an impact on the Larger Parcel analysis. The Appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. As the Appraiser, you must identify a larger parcel (or potentially multiple larger parcels) which satisfies the tests of title, unity of highest and best use, and contiguity as it relates to highest and best use with UASFLA, Sections 1.2.7.3.1., 1.4.3 – 1.4.7., 4.3.3 –

4.3.4.5. and 4.6.1.1. Section 2.3.3.1.2 of UASFLA requires that the Appraiser must describe the factual basis and analysis that led to the larger parcel determination and the determination itself be reported.

Ownership/Occupant This information will be provided to the Appraiser upon contract award.

Tenancies It is reported that there is a two-year hunting agreement on the subject property. The terms of the current lease are from July 1,2020 through June 30, 2022 for $4,282. The agreement includes a provision that the lease will be terminated if the property is sold. A copy of the Lease Agreement will be provided to the Appraiser upon Contract Award.

Appraiser’s Use of Consultant’s Reports The Client and/or owner indicated there may be merchantable timber on the property to be appraised. However, no timber cruise has been provided to help determine any contributory value. The contracted appraiser is to notify the AVSO review appraiser if it is determined, upon inspection, that a timber cruise is necessary to achieve credible assignment results (note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales). In response, the AVSO review appraiser will request justification supporting your determination that a timber cruise is necessary to achieve credible assignment results. Assuming adequate support exists, the AVSO review appraiser will arrange for a timber cruise to be completed at the U.S. Fish and Wildlife Service (FWS) expense. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Please note that Section 1.13 of UASFLA states “the appraiser cannot merely accept such consultant reports as accurate, but rather must analyze such reports and adopt them only if reasonable and adequately documented and supported. The results of secondary valuation reports (minerals, fixtures, or timber valuations) cannot simply be added to the value of the land to arrive at a value of the property as a whole

140D422Q0308 021 without proper analysis by the appraiser. To do so would violate the unit rule and professional standards.

The appraiser must consider these components of the property in light of how they contribute to the market value of the property as a whole.”

Owner Contact Information The List of Contacts in the contract award package will provide owner contact information to the Appraiser upon contract award.

Provided Subject Property Exhibits The following additional Exhibits will be provided with the contract award package:

13. Transfer Document

14. Title Commitment

15. Permission to Appraise & Inspect

16. Survey

17. PLSA

18. Project Contacts List

19. Hunting Lease Agreement

Standards 1 & 2

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA - 6th Edition, 2016)

Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions, 1.2.4 of 6th Edition) This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

Date of Value The date of value is to be the date of the last property inspection, which should be within 30 days of the date of the report.

Extraordinary Assumptions (EA’s) There are two (Camp A and Camp B) usufructs for Life as recorded in Conveyance Book 204, Page 688 on March 24, 2015 in the land records of West Feliciana Parish, Louisiana. The camps referred to in the usufruct are the four improvements described herein (four hunting camps/structures on Tract 20 of the subject property consisting of one wooden frame hunting camp and three camper trailers). According to FWS, the existing usufructs will be terminated upon transfer to the USA since there would no longer be any land associated with the camps to hunt. Therefore, the reviewer is authorizing the following extraordinary assumption:

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“The AVSO client, U. S. Fish and Wildlife Service (FWS), has requested that I assume, if negotiations for acquisition are successful, that at the time of transfer to the USA, the usufructs will be terminated. As a result of the EA, the property is to be appraised as though the terms and conditions of the usufructs do not impact the appraised value of the property. The use of this EA may impact the conclusions reached in this appraisal.”

If the Appraiser determines that any other extraordinary assumption is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion of exposure time [UASFLA, 6th Ed., Section 1.2.4, 1.2.7.2 and 4.2.1.2 (legal basis)], unlike other appraisal assignments subject to USPAP [Standard Rule 1-2(c) and 2-2(a)(vi)]. This exclusion of exposure time requires the use of a Jurisdictional Exception (JE) to USPAP. (Refer to page 15 of USPAP for proper reporting).

If the Appraiser believes that USPAP’s Jurisdictional Exception Rule is needed to comply with any other additional law or UASFLA regulation, he/she must contact the AVSO Review Appraiser to obtain prior written approval.

Please also note that in accordance with UASFLA, Section 1.2.4, estimates of marketing time are not appropriate and must not be included in appraisal reports prepared to UASFLA standards.

Placement in Report The Appraiser must clearly identify and discuss the implications of any authorized Extraordinary Assumptions and Hypothetical Conditions (including a statement that their use might have affected the assignment results) within the Scope of Work section of the appraisal report along with the Jurisdictional Exception (assignment condition) per UASFLA Section 2.3.1.8. Please also identify any authorized EAs and HC’s wherever the final value conclusion is stated.

Property Inspection The Appraiser must physically inspect the subject property. The owner has given permission to enter the property to conduct an inspection. The document granting permission to appraise will be provided to the contracted Appraiser upon award. Please contact the owner directly, after award, to arrange a date and time for inspection. You must notify the AVSO Review Appraiser, in advance, when the property inspection will occur.

For appraisals with an intended use of acquisition, the Appraiser must certify in the report that he/she extended an offer to the property owner (or the owner’s representative) to accompany him/her during the property…