Sol_140D0422Q0553.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

D55

Suite 4000 381 Elden Street Acquisition Services Directorate Interior Business Center, AQD

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

06/15/2022 1700 ED

06/07/2022

7039648806Joy Wilson (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0422Q0553

5. SOLICITATION NUMBER

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

1 115 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Herndon VA 20170

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Herndon VA 20170 Suite 4000 381 Elden Street Acquisition Services Directorate

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)

Interior Business Center, AQD

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 valuation and appraisal report services for EHW(33C,34C,35C) Conservation Easement, AVIS# F220083, F220088 & F220080, Case ID 00160865, 00160879, & 00160857

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

DATED

Morgan Schickler

. 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

115 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS:

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW) (33C)

STATEMENT OF WORK (SOW) (34C)

STATEMENT OF WORK (SOW) (35C)

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 (May 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)

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 (May 2022)

ATTACHMENTS

SOW PROPERTY - Attachments 1 - 7

(The Following is Intentionally Left Blank)

Request for Quote - Appraisal for Highlands County, Florida

RFQ number - 140D0422Q0553 003

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 land appraisal of AVIS Project Number: F220083, F220088 & F220080, Agency Case ID: 00160865, 00160879, & 00160857 for Case Name: EHW(33C,34C,35C) Conservation Easement.

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 is 100 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 AVIS Project Number:

F220083, F220088 & F220080, Agency Case ID:

00160865, 00160879, & 00160857 for Case Name:

EHW(33C,34C,35C) Conservation Easement.

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)

• Unique Entity Identifier (UEI)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

RFQ number - 140D0422Q0553 004

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

FACTOR A: TECHNICAL QUALIFICATIONS

State Certification

a. The appraiser must hold a valid license as a Certified General Appraiser by the State of Florida as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Florida. 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 vacant recreational and agricultural use tracts similar to the subject tracts within the general market area, and/or similar market areas, to include site size range.

ii. Please provide a summary of your experience appraising conservation easements, and/or experience in completing “before and after” valuations for partial acquisitions.

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

iv. Completion of a course in UASFLA is a requirement. Please provide a statement indicating whether a course has been completed, including the year of completion or if willing to complete a course in the future.

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 60 days from the date of engagement. Earlier delivery is preferable and will be given consideration but is not a requirement.

FACTOR B – 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 proposed conservation easements, and/or other partial acquisition appraisals, with a “before and

RFQ number - 140D0422Q0553 005 after” valuation. Include property type, size of site, date of value, location, and the client contact information for reference purposes. If none completed, please state such.

c. Submit a list of at least two (2) of the most recent appraisal reports completed for agricultural land with/without improvements similar to the subject tracts within the general market area or similar market areas. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

FACTOR C – PRICE QUOTE

a. The appraiser must provide a firm-fixed price quote that includes both of the referenced cases with any and all discounts applied for all the work to complete the assignment described in the Statement of Work (SOW).

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 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 SAM UEI and registered in www.SAM.gov registration prior to submission of quotation.

RFQ number - 140D0422Q0553 006

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Joy B Wilson, Contracting Specialist, via email at joy_wilson@ibc.doi.gov on or before 5pm Eastern Time, June 15, 2022. All submissions shall reference “Quote – 140D0422Q0553” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Joy B Wilson, Contracting Specialist, via email at joy_wilson@ibc.doi.gov on or before 5pm Eastern Time, June 13, 2022. All submissions shall reference “Questions – 140D0422Q0553” included in the subject line.

(The Following is Intentionally Left Blank)

RFQ number - 140D0422Q0553 007

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID: 00160865

AVIS Number: F220083

SECTION 1 – Subject Identification & General Information

Identification Case Name EHW (33C) Conservation Easement

Location 6300 Arbuckle Creek Road Avon Park, Highlands County, Florida

Acreage Easement Area: 405.86 acres +- Total Owned 566.12 acres +-

Property Type Easement Area: Non-Federal Vacant Land

Case Type Partial Acquisition – Conservation Easement

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

(AVSO)

Intended Users The intended users of the report(s) are the client (AVSO) and the U. S. Fish and Wildlife Service (FWS) on behalf of the United States of America

(USA).

Intended Use The appraisal report will be used by FWS in conjunction with negotiating the partial acquisition of certain rights as identified in a proposed perpetual FWS conservation easement on the identified property. It is not intended for any other use.

As the interest to be acquired constitutes a partial acquisition (conservation easement interest), a before and after valuation must be completed in which the appraiser develops opinions of both the market value of the larger parcel before the acquisition of the proposed conservation easement, and the market value of the remainder interest after the proposed conservation easement acquisition.

The “difference” between the before and after values is also reported in a partial acquisition. The conservation easement itself is not specifically appraised. Appraisers should note that this methodology constitutes two separate valuations within the same assignment. (Uniform Appraisal Standards for Federal Land Acquisition (UASLFA) Sections 1.2.7.3.4, 1.7, & 4.6.5)

RFQ number - 140D0422Q0553 008

Please refer to items #4 and #5 of the Special Appraisal Instructions on page 7 of this SOW for additional valuation instructions.

Property Description The subject property is located approximately 5.5 miles northeast of Sebring, FL and 0.5 miles west-northwest of the intersection of Arbuckle Creek Rd. and Raffert Ranch Rd. in unincorporated Highlands County, FL. The parcel is entirely bounded by privately owned lands and is designated as portions of tax parcel numbers C353329A0000300000 (160.9 acres), C023429A0000300000 (162.27 acres), C013429A0000100000 (121.64 acres), and C123429A0000200000 (120.35 acres) by the Highlands County, FL property appraiser. This is a long narrow parcel that is accessed by an easement from Arbuckle Creek Road to the property. There is a 50’ long access easement from Arbuckle Creek Road that benefits the property.

The proposed conservation easement area is also identified by FWS as Tract 33C. The easement acquisition area consists of a previous cattle ranch that is currently used for conservation and recreation.

In the “after” condition, the subject property will be encumbered by a perpetual FWS conservation easement. The 405.86-acre proposed conservation easement area is to be managed as part of the Everglades Headwaters National Wildlife Refuge. (See the attached Sample Conservation Easement for a description of the proposed conservation easement.)

It is anticipated that additional and expanded descriptive information on the subject’s attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. Maps identifying the property to be encumbered are included in the attachments. 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.

Property Access Physical and legal access to the proposed easement area is via a 50’ long access easement from Arbuckle Creek Road to the southern boundary of the property. The easement is recorded in Book 1463, Page 504 in the Highlands County recorder’s office. One of the vesting deeds (Book 1463, Page 508) also directly mentions the easement.

Legal Description The legal description to be used for the footprint of the estimated 405.86-acre conservation easement area is identified in attachment FWS Land Description. The subject is a portion of the lands identified within the title commitment and the most recent transfer in Trustee’s Deed Book 2844, Page 0195 dated August 12, 2021. A copy of the above referenced documents will be provided to the contracted appraiser upon award.

Property Interest to be Acquired

RFQ number - 140D0422Q0553 009

The property interest to be acquired is the rights being encumbered by the proposed perpetual conservation easement encompassing a total of 405.86 acres.

The property interest to be appraised in the before-condition is fee simple, subject to license agreement, ordinance, and easement of record.

In the after-condition the property interest to be appraised is fee simple, subject to license agreement, ordinance, and easement of record as well as the terms and conditions of the proposed perpetual FWS conservation easement.

Reservations/Outstanding Rights A title commitment with referenced documents will be provided to the contracted Appraiser upon award. The following are identified in title commitment as encumbering the land proposed for the conservation easement.

10. Access easement dated July 20, 1999, and recorded with the Clerk of Courts, Highlands Co., Fl in ORB 1463 Page 0504 on July 23, 1999.

11. Ordinance #01-02-6 establishing the West Sebring Special Benefit Fire District recorded with the Clerk of Courts, Highlands Co., Fl in ORB 1750 Page 002 on April 07, 2004.

12. License Agreement for fence line recorded with the Clerk of Courts, Highlands, Co., FL in ORB 206 Page 0026 on April 26, 2007.

Please note that according to the Division of Mineral Evaluations, the subject property proposed for conservation easement is outside of any known hydrocarbon or mineral producing area.

National datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), Florida Dept. of Environmental Protection and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

In the “after” condition the subject will additionally be encumbered by a perpetual conservation easement and is to be appraised as such. A sample of the proposed conservation easement document identifying the restrictions and permitted uses, similar to what is proposed for the subject, is included in the attachments. Please note that Exhibit B is not site specific to the subject easement area and for sample purposes only. The conservation easement is to run with the land as a perpetual easement. Please refer to the attached sample for a full list of permitted uses and restrictions.

No other easements or encumbrances have been identified by FWS for the proposed conservation easement area. Any additional 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 immediately notify the AVSO Review Appraiser of any indication of rights contrary to these described. This may result in amended instructions.

RFQ number - 140D0422Q0553 010

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity as it relates to the highest and best use. UASFLA requires that the Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

As reported by FWS, the area of the proposed conservation easement is approximately 405.86 acres. The total acres within the county under the same ownership, both contiguous and proximate to the subject of the report, is estimated at 566.12 acres per county appraiser records. A map depicting the total contiguous ownership, as well as portion of the property under same ownership not to be included in the CE are attached to this solicitation. No other contiguous or proximate lands under similar ownership has been identified by FWS in 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) for appraisal purposes. It is requested that the Appraiser please notify the AVSO Review Appraiser in advance, after property inspection, concerning the Appraiser’s preliminary larger parcel determination.

Ownership Information will be provided to the contracted Appraiser upon award.

Tenancies None.

Subject Property Exhibits The following subject property exhibits will be provided as attachments to the solicitation:

1. EHW(33C) Vicinity Map

2. EHW(33C) Sample Conservation Easement

The following additional exhibits will be provided to the contracted Appraiser upon award:

1. EHW(33C) Conservation Maps

2. EHW(33C) Property Tax Cards

3. EHW(33C) Easement Deed

4. EHW(33C) Land Description

5. EHW(33C) License Agreement

6. EHW(33C) Ordinance Deed

7. EHW(33C) Title Commitment

8. EHW(33C) Vesting Deeds

9. EHW(33C) Project Contact List

10. EHW(33C) Permission to Inspect & Appraise

RFQ number - 140D0422Q0553 011

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)

• 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 initial report date.

Extraordinary Assumptions (EA’s) None. 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.

RFQ number - 140D0422Q0553 012

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 and desires to be in attendance. 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 course of assignment, immediately notify the assigned AVSO Review Appraiser.

Legal Instructions None given.

RFQ number - 140D0422Q0553 013

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 Review Appraiser’s concurrence, can modify appraisal instructions (in writing).

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 the easement acquisition is estimated to contain 405.86 acres, with the actual acreage to be eased dependent upon completion of a formal survey. Consequently, it is requested that in addition to stating the final value conclusions for the larger parcel(s) and remainder parcel(s) within the appraisal report, that the applicable unit values (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., Before Condition - $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(s) and assumed to apply to the “difference” reported. This is an assignment condition that is to be reported in the scope of work section of the appraisal report.

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 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.)

RFQ number - 140D0422Q0553 014

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 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 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

RFQ number - 140D0422Q0553 015 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 also noted on the signed certification page of the completed report.

(End of Statement of Work)

RFQ number - 140D0422Q0553 016

Agency Case ID: 00160879

AVIS Number: F220088

Identification Case Name EHW (34C) Conservation Easement

Location 8401 Elliott Road Sebring, Highlands County, Florida

Acreage Easement Area: 216.95 acres +- Total Owned 221.95 acres +-

Intended Users The intended users of the report(s) are the client (AVSO) and the U. S.

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

the partial acquisition of certain rights as identified in a proposed perpetual FWS conservation easement on the identified property. It is not intended for any other use.

before and after valuation must be completed in which the appraiser develops opinions of both the market value of the larger parcel before the acquisition of the proposed conservations easement, and the market value of the remainder interest after the proposed conservation easement acquisition.

The “difference” between the before and after values is also reported in a partial acquisition. The conservation easement itself is not specifically appraised. Appraisers should note that this methodology constitutes two separate valuations within the same assignment. (Uniform Appraisal Standards for Federal Land Acquisition (UASLFA) Sections 1.2.7.3.4, 1.7, & 4.6.5)

RFQ number - 140D0422Q0553 017

Please refer to items #4 and #5 of the Special Appraisal Instructions on pages 6 & 7 of this SOW for additional valuation instructions.

Property Description The subject property is located on Elliot Road, approximately 2 miles south of the city of Sebring, in Highlands County, Florida. The parcel is portion of tax parcel number C-29-35-30- A00-0080-0000. This is an irregularly shaped 221.95-acre parcel located on the shore of Lake Istokpoga. The parcel has utilities and is zoned AU. It is surrounded by private ownership to the north and west, the lake to the east, and state land to the south. The property is improved with a residential dwelling; however, the improvements and five acres are not included in the conservation easement.

The proposed easement area is also identified by FWS as Tract 34C. The easement acquisition area consists mostly of pasture that is part of a working cattle ranch.

In the “after” condition, the subject property will be encumbered by a perpetual FWS conservation easement. The 216.95 -acre proposed conservation easement area is to be managed as part of the Everglades Headwaters National Wildlife Refuge. (See the attached Sample Conservation Easement for a description of the proposed conservation easement.)

It is anticipated that additional and expanded descriptive information on the subject’s attributes will be uncovered during a physical inspection and due diligence research by the Appraiser.

Maps identifying the property to be encumbered are included in the attachments. 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.

Property Access Legal and physical access to the proposed easement area is via Elliott Road to the north.

Legal Description The legal description to be used for the footprint of the estimated 216.95 -acre conservation easement area is identified in the Title Commitment, Exhibit A. The subject is a portion of the lands identified within the title commitment and the most recent transfer in Warranty Deed Book 1032, Page 700 dated December 28, 1988, Warranty Deed Book 1033, Page 774 dated December 28, 1988, and Special Warranty Deed Book 2550, Page 1945 dated October 6, 2016. A copy of the above referenced documents will be provided to the contracted appraiser upon award.

Property Interest to be Acquired The property interest to be acquired is the rights being encumbered by the proposed perpetual conservation easement encompassing a total of 216.95 acres.

RFQ number - 140D0422Q0553 018

The property interest to be appraised in the before-condition is fee simple, subject to oil, gas, and mineral rights on 23.26 acres, along with ingress/egress easements and encumbrances of record.

In the after-condition the property interest to be appraised is fee simple, subject oil, gas, and mineral rights on 23.26 acres, along with ingress/egress easements and encumbrances of record as well as the terms and conditions of the proposed perpetual FWS conservation easement.

Reservations/Outstanding Rights A title commitment with referenced documents will be provided to the contracted Appraiser upon award. The following are identified in Schedule B, Section 2 as encumbering the land proposed for the conservation easement.

10. Reservation of oil, gas and mineral rights of 23.36 acres in favor of the State of Florida as set forth in that certain deed dated June 26, 1944, and recorded July 11, 1944 in Deed Book 88, Page 298, of the Public Records of Highlands County, Florida.

11. Reservation of right of ingress and egress for the purpose of maintaining, repairing, and/or enlarging any and all canals, sluiceways, dikes and other works, in favor of the State of Florida as set forth in that certain deed dated June 26, 1944, and recorded July 11, 1944 in Deed Book 88, age 298, of the Public Records of Highlands County, Florida.

12. The right, title or interest, if any, of the public to use any part of the land seaward and/or lakeward of the most inland of any of the following: A) the natural line of vegetation; B) the most extreme high-water line; C) the bulkhead line; and D) any other line which has been legally established as relating to such public use.

14. Any and all rights of the United States of America over any lands now or formerly lying under navigable waters, arising by reason of the authority of the United States of America to control navigable waters in the interest of navigation and commerce, and any conditions contained in any permit authorizing the filling in of such areas.

Please note that according to the Division of Mineral Evaluations, the subject property proposed for conservation easement is outside of any known hydrocarbon or mineral producing area.

National datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), Florida Dept. of Environmental Protection and IHS Enerdeq were reviewed for relevant mineral information. No recognized mineral valuation issues are noted.

In the “after” condition the subject will additionally be encumbered by a perpetual conservation easement and is to be appraised as such. A sample of the proposed conservation easement document identifying the restrictions and permitted uses, similar to what is proposed for the subject, is included in the attachments. Please note that Section III in Exhibit B is not site specific to the subject easement area and for sample purposes only. The conservation easement is

RFQ number - 140D0422Q0553 019 to run with the land as a perpetual easement. Please refer to the attached sample for a full list of permitted uses and restrictions.

No other easements or encumbrances have been identified by FWS for the proposed conservation easement area. Any additional 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 immediately notify the AVSO Review Appraiser of any indication of rights contrary to these described. This may result in amended instructions.

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity as it relates to the highest and best use. UASFLA requires that the Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

As reported by FWS, the area of the proposed conservation easement is approximately 216.95 acres. The total acres within the county under the same ownership, both contiguous and proximate to the subject of the report, is estimated at 221.95 acres per county appraiser records.

A map depicting the total contiguous and proximate ownership are attached to this solicitation.

No other contiguous or proximate lands under similar ownership has been identified by FWS in 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) for appraisal purposes. It is requested that the Appraiser please notify the AVSO Review Appraiser in advance, after property inspection, concerning the Appraiser’s preliminary larger parcel determination.

Ownership Information will be provided to the contracted Appraiser upon award.

Tenancies None.

Subject Property Exhibits The following subject property exhibits will be provided as attachments to the solicitation:

3. EHW(34C) Map

4. EHW(34C) Sample Conservation Easement

5. EHW(34C) Deeds

6. EHW(34C) Mineral Deed

7. EHW(34C) Permission to Inspect & Appraise

RFQ number - 140D0422Q0553 020

8. EHW(34C) Project Contact List

9. EHW(34C) Property Tax Cards

10. EHW(34C) Title Commitment

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) 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 initial report date.

Extraordinary Assumptions (EA’s) None. If the Appraiser determines that an 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.)

RFQ number - 140D0422Q0553 021

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’s representative 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 course of assignment, immediately notify the assigned AVSO Review Appraiser.

Legal Instructions None given.

Special Appraisal Instructions

6. Even though communication is encouraged with the property owner and the client agency, only the AQD Contracting Officer, in conjunction with the Review Appraiser’s concurrence, can modify appraisal instructions (in writing).

RFQ number - 140D0422Q0553 022

7. The Appraiser may not communicate assignment results to any party except AVSO unless

8. Any communication (verbal or written) with the client agency realty contact shall include the

9. The area of the easement acquisition is estimated to contain 216.95 acres, with the actual requested that in addition to stating the final value conclusions for the larger parcel(s) and remainder parcel(s) within the appraisal report, that the applicable unit values (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., Before Condition - $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(s) and assumed to apply to the “difference” reported. This assignment condition is to be reported in the scope of work section of the appraisal report.

10. This statement of work (SOW) has been prepared during the COVID-19 pandemic.

exists for 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 financial and real estate market impacts caused by the COVID-19 pandemic, the appraiser is

13. 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

14. This AVSO Statement of Work and pages 1 & 2 of the Contract Award document must be

RFQ number - 140D0422Q0553 023

15. All appraisals complying with UASFLA should reasonably conform to the sequence and

16. The appraisal is to be documented in an “Appraisal” reporting format [USPAP Standard 2-

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

18. All the comparable properties used in direct comparison to the subject are to be personally included in the appraisal report along with comparable data maps and/or exhibits. AVSO

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

20. The Appraiser shall consider the appraisal report and all Department of the Interior (DOI)

21. AVSO will not normally accept custody of confidential information. Should the Appraiser

Appraiser for instructions. The Review Appraiser will view the information and provide

22. If including any proprietary information in the appraisal, the Appraiser must gain

23. While the public is not an intended…