Sol_140D0422Q0628.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

D54

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

0009828203 CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD54

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

07/06/2022 1700 ED

06/29/2022

0000000000Ann Woodall (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0422Q0628

5. SOLICITATION NUMBER

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

1 122 0040581178OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Herndon VA 20170

TELEPHONE NO.

17a. CONTRACTOR/

Bloomington MN 55437 5600 American Blvd West, Suite 930 DOI-Appraisal and Valuation

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 US Department of the Interior, Appraisal and Valuation Services Office, requirement for market valuation and appraisal report services for Ottawa NWR Five Tract Package, AVIS Project Number: F220060, F220064, F220068, F220076 & F220077, Agency Case ID: 00160828, 00160842, 00160841, 0060850 & 00160851 Delivery: 09/27/2022

Continued ...

(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.

00010 OTTAWA NWR FIVE TRACT BUNDLE

Product/Service Code: R411

Product/Service Description: SUPPORT-

PROFESSIONAL: REAL PROPERTY APPRAISALS

Period of Performance: 06/27/2022 to 09/27/2022

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

122 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

SOLICITATION/AWARD PROCEDURES

ANTICIPATED AWARD TYPE

SERVICE AND SUPPLIES

LINE-ITEM PRICING

GENERAL REQUIREMENTS

TECHNICAL QUALIFICATION FOR REQUIREMENT

FAR 52.212-2 EVALUATION OF QUOTES

SUBMISSION OF QUOTE

SUBMISSION OF QUESTIONS

STATEMENTS OF WORK

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)22……………………………………67

DIAR 1452.201-70 Authorities and delegations (Sep 2011)

LOCAL CLAUSES

Disclosure of Information DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP)(Sep 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 (Nov 2021)

ATTACHMENTS

Exhibit a: Ottawa NWR Tract F220060 – Maps and Aerials (x8) Exhibit b: Ottawa NWR Tract F220064 – Maps and Aerials (x7) Exhibit c: Ottawa NWR Tract F220068 – Maps and Aerials (x9)

Request for Quote - Appraisal for Ottawa County, Ohio

RFQ number - 140D0422Q0628 003

Exhibit d: Ottawa NWR Tract F220076 – Maps and Aerials Exhibit e: Ottawa NWR Tract F220077 – Maps and Aerials

INSTRUCTIONS TO OFFERORS

Property Description The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) is issuing a request for quotation for the appraisal report on:

1) Agency Case ID: 00160828, AVIS Number: F220060, Case Name: Ottawa NWR Tract F220060, Location: Ottawa County, Ohio, Acreage: 11.92± acres, Property Type: Vacant Non-Federal Land, Case Type: Acquisition, Intended Users: The intended users of the report 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 the FWS in conjunction with negotiating the proposed acquisition of the identified property via a land purchase. It is not intended for any other use.

2) Agency Case ID: 00160841, AVIS Number: F220064, Case Name: Ottawa NWR Tract F220064, Location: Ottawa County, Ohio, Acreage: 13.695± acres, Property Type: Vacant Non-Federal Land, Case Type: Acquisition, Intended Users: The intended users of the report 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 the FWS in conjunction with negotiating the proposed acquisition of the identified property via a land purchase. It is not intended for any other use.

3) Agency Case ID: 00160842, AVIS Number: F220068, Case Name: Ottawa NWR Tract F220068, Location: Ottawa County, Ohio, Acreage: 16.50± acres, Property Type: Vacant Non-Federal Land, Case Type: Acquisition, Intended Users: The intended users of the report 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 the FWS in conjunction with negotiating the proposed acquisition of the identified property via a land purchase. It is not intended for any other use.

4) Agency Case ID: 00160851, AVIS Number: F220064, Case Name: Ottawa NWR Tract F220076, Location: Ottawa County, Ohio, Acreage: 62.5± acres, Property Type: Improved Non-Federal Land, Case Type: Acquisition, Intended Users: The intended users of the report 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 the FWS in conjunction with negotiating the proposed acquisition of the identified property via direct purchase. It is not intended for any other use.

5) Agency Case ID: 00160850, AVIS Number: F220077, Case Name: Ottawa NWR Tract F220077, Location: Ottawa County, Ohio, Acreage: 45.0± acres, Property Type: Unimproved Non-Federal Land, Case Type: Acquisition, Intended Users: The intended users of the report 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 the FWS in conjunction with negotiating the proposed acquisition of the identified property via direct purchase. It is not intended for any other use.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with FAR Part 12 - Acquisition of Commercial Products and Commercial Services and FAR Part 13 - Simplified Acquisition Procedures.

RFQ number - 140D0422Q0628 004

ANTICIPATED AWARD TYPE

Total Small Business Set-Aside NAICS Code: 531320; for Offices of Real Estate Appraisers.

PSC: R411; Support-Professional: Real Property Appraisals Type of Contract: Firm-Fixed-Price (FFP)

SERVICE AND SUPPLIES

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

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 60 calendar days or less from the date of the contract award for the first report, 70 calendar days or less for the second report; 80 calendar days or less for the third; 90 calendar days or less for the fourth report; and 100 calendar days or less for the fifth report. See Requirement Deliverable/Task Schedule specified in Section 3 of the SOWs.

LINE-ITEM PRICING

CLIN

No.

Description Total Price

00010 Appraisal Service – Agency Case ID: 00160828, AVIS Number: F220060, Case Name: Ottawa NWR Tract F220060, Location: Ottawa County, Ohio;

Agency Case ID: 00160841, AVIS Number: F220064, Case Name: Ottawa NWR Tract F220064, Location: Ottawa County, Ohio;

Agency Case ID: 00160842, AVIS Number: F220068, Case Name: Ottawa NWR Tract F220068, Location: Ottawa County, Ohio;

Agency Case ID: 00160851, AVIS Number: F220064, Case Name: Ottawa NWR Tract F220076, Location: Ottawa County, Ohio &

Agency Case ID: 00160850, AVIS Number: F220077, Case Name: Ottawa NWR Tract F220077, Location: Ottawa County, Ohio.

As a 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) *UEI replaced DUNS on April 4, 2022

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

RFQ number - 140D0422Q0628 005

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include the following technical, past performance and price information:

FACTOR A: TECHNICAL QUALIFICATIONS

State Certification

a. State Certification: The appraiser must hold a valid license as a Certified General Appraiser by the

State of Ohio as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Ohio. 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

a. 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:

1. Please provide a summary of your years of experience appraising vacant and improved agricultural use tracts and improved rural residential tracts similar to the subject tracts within the general market area, and/or similar market areas, to include site size range and improvement types.

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

3. 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.

b. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO

Reviewer is 60 calendar days or less from the date of the contract award for the first report, 70 calendar days or less for the second report; 80 calendar days or less for the third; 90 calendar days or less for the fourth report; and 100 calendar days or less for the fifth report.. Earlier delivery is preferable and will be given consideration but is not a requirement.

FACTOR B – PAST PERFORMANCE/INITIAL DELIVERY DATE

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.

RFQ number - 140D0422Q0628 006

b. Submit a list of at least two (2) of the most recent appraisal reports completed for agricultural land with/without improvements and two (2) improved rural residential tracts 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 Quoter must provide a firm-fixed-price quote with any and all discounts applied for all the work required 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 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 Unique Entity Identifier (UEI) and be registered in www.SAM.gov prior to submission of quotation.

**Note, the UEI replaced the DUNS number on April 4, 2022.

RFQ number - 140D0422Q0628 007 http://www.sam.gov/

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5pm Eastern Standard Time, July 6, 2022. All submissions shall reference “Quote – 140D0422Q0628. ” and include in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5pm Eastern Standard Time, July 1, 2022. All submissions shall reference “Quote – 140D0422Q0628 and include in the subject line.

RFQ number - 140D0422Q0628 008

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID 00160828

AVIS Number F220060

SECTION 1 – Subject Identification & General Information

Identification Case Name Ottawa NWR Tract F220060 Location Ottawa County, Ohio

Acreage 11.92± acres Property Type Vacant Non-Federal Land

Case Type Acquisition

Appraiser’s Client U.S. Department of 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 a land purchase. It is not intended for any other use.

Property Description The property to be appraised is a vacant tract located in Ottawa County, Ohio approximately 5 geodesic miles southeast of Oak Harbor and approximately 6 geodesic miles southwest of Port Clinton. The subject is bound on the north, east and south by private ownership and on the west by Federal ownership. Little Portage East Road fronts the property along the southern boundary and Paulsen Road fronts the tract along the eastern boundary.

RFQ number - 140D0422Q0628 009

The proposed acquisition contains a total of 11.92± acres consisting of approximately 10.81± acres of idle cropland and 1.11± acres of road ROW. The property is located entirely in Flood Zone AE. The subject has been historically used for row crop production but high lake levels and backwater flooding from the Little Portage River to the north of the property have prevented farming in the past two to three years. It is reported that the tract’s cover currently is composed of emergent wetland vegetation.

The subject was purchased by the current owners in January 2022 (General Warranty Deed, Book 1881 Page 813-814 will be provided upon contract award). Prior to this conveyance, the property was under the same ownership for several decades. The property was appraised by a private party in August 2021 for the purpose of acquisition by the current owner. The property has not been appraised by AVSO in the past five years, and it is not currently listed for sale.

Minerals: Per AVSO Division of Minerals Evaluation (DME), 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), Ohio DNR's Mines of Ohio webmap, and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

Legal Description NOTE: The Legal Description and acreage have been provided by the FWS Regional Land Surveyor. The full legal description must be made a part of the appraisal report and should be included in the body of the report.

LEGAL DESCRIPTION:

Known as and being a parcel in the Northeast Quarter of Section 18, T6N, R 16E, Bay Township, Ottawa County, Ohio and being more particularly described as follows:

Commencing at a found iron pin in a monument box marking the East Quarter Post of Section 18, T6N, R16E, Bay Township, Ottawa County, Ohio and also being the point and place of beginning of the parcel herein described;

Thence proceeding South 89 degrees 41 minutes 52 seconds West in the South line of the Northeast Quarter of said Section 18, said South line also being the centerline of Little Portage East Road, T.R. #112, (60 foot right-of-way), 1224.40 feet to a mag nail set in a East line of a parcel now or formerly owned by the United States of America as described in Ottawa County Official Record Volume 1719 at Page 882;

Thence proceeding North 00 degrees 23 minutes 04 seconds East in a East line of the previously mentioned parcel, passing through a found iron pipe at 30.00 feet, 423.45 feet to an iron pin set in the South line of a parcel now or formerly owned by Alan Jacoby as described in Ottawa County Official Records Volume 1872 at Page 902;

Thence proceeding North 89 degrees 38 minutes 04 seconds East in the South line of the previously mentioned parcel, passing through a found iron pin at 1194.42 feet,

1224.42 feet to a mag nail set in the East line of the Northeast Quarter of said Section

RFQ number - 140D0422Q0628 010

18;

Thence proceeding South 00 degrees 23 minutes 04 seconds West in the East line of the Northeast Quarter of said Section 18, 424.80 feet to the point and place of beginning. Said parcel contains 11.921 acres of which 0.833 acres lies in T.R. #112 right-of-way and 0.282 acres lies in T.R. #114 right-of-way, but is subject to all legal highways and easements of Record.

Property Interest to be Appraised FWS has provided a copy of the Owner’s Policy of Title Insurance from Old

Republic National Title Insurance Company, Title Policy Number OX- 14112268, dated January 18, 2022 (a copy of the Title Policy will be provided upon contract award). The rights to be appraised are the Fee Simple Estate subject to easements for road ROW and utilities and the exceptions cited in Schedule B of the Title Commitment.

Any information developed by the Appraiser, or observations that are found to be contrary to the described property rights must immediately be brought to the attention of the AVSO Review Appraiser as a request for possible amended instructions. NOTE: Minerals are reported to be intact, and the mineral estate is to be included in the rights valued.

Outstanding Rights, Reservations and Right of Ways

FWS has provided a copy of Owner’s Policy of Title Insurance from Old Republic National Title Insurance Company, Title Policy Number OX-14112268, dated January 18, 2022 (a copy of the Title Policy will be provided upon contract award). The outstanding rights are easements for road ROW and utilities, and the exceptions cited in Schedule B in the title policy dated January 18, 2022.

Schedule B of the Title Insurance Policy lists several exceptions to title related to utility easements and road right of ways. Copies of all the recorded exception documents related to the matters listed in the title commitment will be provided upon contract award. Included in the outstanding rights noted in the

RFQ number - 140D0422Q0628 011

Title Policy and appraisal request package are:

• Any easement rights, utility rights, and/or government direct access limitations, if any, in, along and over the right of ways known as Paulsen Road and Little Portage East Road.

• Easement to Ohio Edison Company for electric lines north of Paulsen Road, recorded in Volume 160 page 358 Ottawa County Ohio Deed Records.

• Right of way to Ohio Fuel Gas Company for a buried pipeline, recorded in Volume 176 page 41 Ottawa County Ohio Deed Records.

• Easement to General Telephone Company of Ohio for telephone lines running adjacent and parallel to Paulsen Road, recorded in Volume 290 page 207 Ottawa County Ohio Deed Records.

• An April 1964 Oil and Gas lease to Major Oil & Gas Company subsequently assigned to Hobson Oil Co. in June 1964 with an associated affidavit of non-production dated November of 1976 hsa since extinguished the Oil & Gas lease. Note: in Ohio this does not remove leases from title work but will extinguish the interest.

Verification regarding outstanding rights, reservations and right of ways with the property owner is advised and notification of AVSO Review Appraiser is required should any significant outstanding rights or reservations be discovered by the Appraiser during the course of the assignment. 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.

Personal Property None

Property Access Legal and physical access is via public roads. Paulsen Road along the eastern boundary of the tract, and Little Portage East Road along the southern boundary of the tract.

Larger Parcel The agency request indicates that the proposed acquisition consists of

11.92± acres and that this is the landowner’s total contiguous ownership at this location. Per FWS the owner currently has no other holdings in Ottawa County. 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/proximity 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

RFQ number - 140D0422Q0628 012 basis and analysis that led to the larger parcel determination and the determination itself be reported. The larger parcel analysis is considered an integral part of the highest and best use analysis. The highest and best use analysis is to be comprehensive, reasonable, and thoroughly supported.

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 to notify the AVSO Review Appraiser in advance concerning any preliminary larger parcel determination issues. Communication between the Review Appraiser and the Appraiser is essential since the Appraiser’s larger parcel conclusion may require a modification of the appraisal assignment if it varies from the Review Appraiser’s concept when the SOW was written. 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.

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

Tenancies No information was provided by FWS with regard to any leases and/or rental agreements for the property (the Appraiser should confirm with landowner whether there are any leases and/or rental agreements on the property).

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 Subject Property Exhibits are being provided as attachments to this contract solicitation:

1. Ottawa NWR Tract F220060 – Maps and Aerials (x8)

The following additional Exhibits will be provided only to Appraiser awarded the contract:

2. Ottawa NWR Tract F220060 – Deed Relative to Subject’s Most Recent Conveyance

3. Ottawa NWR Tract F220060 – Title Commitment

4. Ottawa NWR Tract F220060 – Exception Documents

5. Ottawa NWR Tract F220060 – Legal Description

6. Ottawa NWR Tract F220060 – Survey Map

7. Ottawa NWR Tract F220060 – County Parcel Information

8. Ottawa NWR Tract F220060 – Permission to Inspect and Appraise

RFQ number - 140D0422Q0628 013

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP)

2. Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA 6th edition, 2016)

3. Uniform Relocation Assistance and Real Property Acquisition and Real Properties Act of 1970

(PL91-646) as amended; Federal Regulations (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. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition (The Appraisal Foundation, 2016), p.10.]

Date of Value

The date of value is the date of the last property inspection.

Extraordinary Assumption (EA)

None. The Appraiser may not assume or invoke any EA’s without documented prior written approval. If the Appraiser determines that any additional EA’s are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval (UASFLA, Section 1.2.7.1.). 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.

Hypothetical Condition (HC)

None. The Appraiser may not assume or invoke any hypothetical conditions without documented prior written approval from the AVSO Review Appraiser. 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 Exception (JE)

The only JE that is authorized for use is in regard to the definition of market value and the development and reporting of a reasonable exposure time linked to the value opinion. Contrary to USPAP, Section 1.2.4. (and 1.2.7.2. and 4.2.) of the Uniform Appraisal Standards for Federal Land Acquisition states that opinions of market value linked to a specific exposure time and marketing time “… are not appropriate for just compensation purposes, and must not be included in appraisal reports prepared under these Standards.” Because the Appraiser is performing the appraisal in

RFQ number - 140D0422Q0628 014 compliance with UASFLA, the Jurisdictional Exception Rule is being invoked. Sections 1.2.4,

1.2.7.2 and 4.2. of UASFLA provide the legal authority for invoking the Jurisdictional Exception Rule to void Standard Rules 1-2(c) and 2-2(a) (vi) of USPAP.

If the Appraiser believes that USPAP’s Jurisdictional Exception Rule needs to be invoked to comply with any 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.

Placement in Report

The Appraiser must clearly and conspicuously state all Extraordinary Assumptions, Hypothetical Conditions (including a statement that their use might have affected the assignment results), and Jurisdictional Exceptions wherever the final value conclusion is stated, including the Letter of Transmittal and the Summary of Salient Facts. These must also be communicated with any General Assumptions and Limiting Conditions.

Property Inspection

The Appraiser must inspect the subject property and all of the market properties used in direct comparison, unless the AVSO Review Appraiser has approved other conditions in writing (UASFLA Section 1.2.6.3.). For appraisals with an intended use of acquisition or exchange, the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions (Section 1.2.6.4), require the Appraiser to offer the property owner and/or the owner’s representative an opportunity to accompany the Appraiser during the property inspection. The Appraiser must certify in the report that such an offer was extended (UASFLA Section 2.3.1.4.).

Permission to enter upon and appraise the property has been granted and the landowner representative has indicated that they would like to accompany the Appraiser on the inspection. The permission document will be provided to the Appraiser awarded the contract.

You must notify the AVSO review Appraiser in advance of when the property inspection will occur

Pre-Work Meeting

The Appraiser will be required to attend a pre-work meeting (via phone) with the assigned AVSO Review Appraiser. The date and time of the meeting will be coordinated by the AVSO Review Appraiser and the Appraiser.

Controversies/Issues

No controversies/Issues have been identified. Should Appraiser identify controversies or issues during the course of assignment, he/she must immediately notify the AVSO Review Appraiser.

RFQ number - 140D0422Q0628 015

Legal Instructions

None

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the client agency, only the assigned AVSO Review Appraiser, in conjunction with the AQD Contracting Officer, 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. This statement of work (SOW) has been prepared during the COVID-19 pandemic. Market impacts may vary by property type, geographic location, etc., but 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 market condition adjustments or no adjustments, as warranted. 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 (if any) as of the effective date of the appraisal.

General Appraisal Requirements & Instructions

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

UASFLA page 56, Section 2.2 states that a report prepared in accordance with UASFLA reporting formats set forth under sections 2.3, 2.4 and 2.5 (Appendix B, C, and D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP. All appraisals complying with UASFLA should reasonably conform to the report formatting outlined in UASFLA, (Sections 2.3., 2.4., 2.5., and Appendix A, B, C and D).

2. The Appraiser must hold a valid license as a Certified General Appraiser for the jurisdiction in which the subject property is located. (Valid credentials include those obtained directly from the jurisdiction, those issued under a reciprocity agreement, and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes.)

3. The Appraiser’s Scope-of-Work must result in credible assignment results for the intended use.

RFQ number - 140D0422Q0628 016

4. The opinion of current market value may not be predicated upon potential highest and best uses that are speculative or conjectural. A proposed highest and best use requires showing reasonable probability that the land is both physically adaptable for such use and there is an economic need or demand for such use in the reasonably near future. The Appraiser’s conclusion of highest and best use must be an economic use. A non-economic highest and best use, such as conservation, natural lands, preservation or any use that requires the property to be withheld from economic production in perpetuity, is not a valid use upon which to estimate market value (UASFLA Sections

4.3 – 4.3.2.4).

5. Documentation of the comparable sales and other market data utilized in the appraisal must comply with reporting requirements of UASFLA Sections 2.3.1.6., 2.3.3.2.1., 2.3.3.4., and the Uniform Relocation Assistance & Real Property Acquisition Policies Act 1970. For instance, the latter requires “A description of the comparable sales, including a description of all relevant physical, legal and economic factors such as parties to the transaction, source and method of financing, and verification by a party involved in the transaction.” Color photographs and maps of comparable properties shall be included in the appraisal report. AVSO will accept aerial photographs for comparable properties, unless the aerial photographs do not accurately represent the property as of the date of inspection. The Appraiser must photograph any unusual property features from the ground.

6. If sales to governmental entities, including sales to non-profit entities with the intention of transferring the sale property to a governmental entity, are included in the appraisal report, they are subject to extraordinary verification and treatment. They must be documented in accordance with the guidelines found in UASFLA Sections 1.5.2.4 and 4.4.2.4 and Appendix E. Each of the items of Section 1.5.2.4/Appendix E must be specifically addressed when communicating the confirmation of any government sales.

7. The AVSO Statement of Work, any other written assignment instructions and pages 1 & 2 of the

Contract Award document must be included within the Addenda to the appraisal report. 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 must appraise the subject property in its “As Is” condition unless otherwise instructed herein or authorized in writing by the AVSO Review Appraiser to do otherwise.

9. The preferred method of adjusting comparable sales is through supported quantitative adjustments (percentage, $/acre, etc.); qualitative adjustments (similar, inferior, or superior) are only to be used when the market variables cannot be quantified. Quantitative adjustments without support are unacceptable. When the Appraiser must resort to qualitative analyses, support that is more extensive and discussion of the Appraiser’s reasoning why a comparable sale is similar, inferior or superior to the subject property is required. All adjustments must be supported by clear, appropriate, and credible analysis based on documented market research. Mere references to undisclosed “trends,” or reliance on the Appraiser’s “opinion” or “judgment” without market support is an unacceptable practice. Market support includes discussions with buyers/sellers, potential investors, brokers, etc.

The Appraiser must also recognize that variances in sale prices may be caused by multiple factors and should not over adjust a comparable by double-counting overlapping items (UASFLA Sections 1.5.2.3., 2.3.3.4., and 4.4.2.2.).

10. The Unit Rule (UASFLA Sections 1.2.7.3.2., 1.10.1., 4.8.1., 4.12., and 4.2.2.) also states that

RFQ number - 140D0422Q0628 017 different elements or components of a tract of land are not to be separately valued and added together. For example, the value of timber, as an independent component, cannot be added to the value of minerals in the same property as an independent component and this sum further added to the value of the land. Such a procedure results in a summation or cumulative appraisal which is forbidden in appraisals for federal acquisitions, as it is in general real estate appraisal practice. The summation appraisal is an invalid procedure because the entire unit is being sold in its entirety, not as separate parts individually. In discussing the separate elements of the property in the appraisal report, Appraisers should always clearly state that these elements were considered with respect to their enhancement of the value of the whole.

11. The Appraiser shall consider the appraisal report and all DOI internal documents furnished to the

Appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO Review Appraiser.

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

13. While the public is not an intended user of the appraisal report, the Freedom of Information Act

(FOIA) and Agency policy may result in the release of all or part of the appraisal report to others.

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

15. 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 submitting the bid for 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 also 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.

NOTE: This appraisal assignment is bundled with five (5) other appraisal assignments located in Ottawa County, OH.

The Targeted Period of Performance for the delivery of the initial appraisal reports to the AVSO Review Appraiser is 60 calendar days or less from the date of the contract award for the first report, 70 calendar days or less for the second report; 80 calendar days or less for the third; 90 calendar days or less for the fourth report; and 100 calendar days or less for the fifth report.

The Appraiser must provide the appraisal services as stipulated in this SOW within the performance period

RFQ number - 140D0422Q0628 018 specified, or, with justification for the change, state an alternative period of performance that is appropriate for the stated appraisal fee. NOTE: Preference may be given to the quotes which best meet the stated delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Via phone, following purchase award and prior to appraisal. Coordinate with the AVSO Review Appraiser

Subject Property Inspection To be determined by the Appraiser, and notification of the Review Appraiser is required

Initial Appraisal Reports (pdf versions via email to AVSO Review Appraiser)

Targeted delivery date for initial appraisal report 60 calendar days or less from the date of the contract award for the first report, 70 calendar days or less for the second report; 80 calendar days or less for the third; 90 calendar days or less for the fourth report; and 100 calendar days or less for the fifth report

Review Period & Comments Provided to Appraiser Target date is 15 days after initial appraisal report is delivered to AVSO Review Appraiser

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

Final Appraisal Reports (submit one (1) final hard copy of the appraisal reports to AVSO Review Appraiser and one final electronic copy of each appraisal report via e-mail in PDF format)

5 days from review being completed submission of one (1) signed and bound hard copy of the appraisal report and one (1) signed electronic pdf copy of the appraisal reports sent via email

Please note: The final invoice/request for payment is not to be submitted until the AVSO Review Appraiser is in receipt of all final copies of the appraisal report and has notified the Appraiser that the contract is complete.

RFQ number - 140D0422Q0628 019

Agency Case ID 00160841

AVIS Number F220064

Identification Case Name Ottawa NWR Tract F220064 Location Ottawa County, Ohio Acreage 13.695± acres Property Type Vacant Non-Federal Land Case Type Acquisition

Appraiser’s Client U.S. Department of 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

Property Description The property to be appraised is a vacant tract located in Ottawa County, Ohio approximately 16 miles northwest of Port Clinton, and approximately 16 miles southeast of Toledo. The subject is bound on the east, south, and west by private ownership and on the north by Federal ownership across paved State Highway 2.

The subject property consists of cropland and highway right of way along the northern boundary.

The property contains a total of 13.695± acres consisting approximately of 13.238± acres of cropland and 0.457± acres of road ROW. Approximately 11.00± acres are located in flood zone AE. The subject has historically been used for row-crop production and (97% tillable) and it is currently farmed along with contiguous fields to the east and south an

RFQ number - 140D0422Q0628 020 annual cash rent verbal agreement by a member of the family.

The property has been owned by the same family since1908 and all subsequent conveyance have been between family members. The subject’s last conveyance was in August of 2012 (Quit Claim Deed No. 201200223397 will be provided upon contract award). The 2012 conveyance was between family members and included a condominium unit located in Oak Harbor. The property is not currently listed for sale and it has not been appraised by FWS or AVSO in the past 5 years.

Minerals: Per AVSO Division of Minerals Evaluation (DME), 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), Ohio DNR's Mines of Ohio permit viewer, and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

DME does not plan to complete a mineral report for this request.

Legal Description NOTE: The Legal Description and acreage have been provided by the FWS Regional Land Surveyor. The full legal description must be made a part of the appraisal report and should be included in the body of the report.

Part of the West 1/2 of the West 1/2 of the Northeast 1/4 of Section 3, Town 7 North, Range 14 East, Benton Township, Ottawa County, Ohio bounded and described as follows:

BEGINNING at a P.K. Nail found at the Northwest comer of the Northeast¼ of said Section 3;

Thence N-89° 39' 00"-E along the North line of the Northeast 1/4 of said Section 3, said line also being the centerline of State Route 2, 120 feet wide, a distance of

331.66 feet to a point;

Thence S-00° 14' 10"-E a distance of 1801.15 feet to a 1/2"x30" iron rod set, passing through a 1/2"x30" iron rod set at 60.00 feet;

Thence S-89° 30' 40"-W a distance of 330.60 feet to a 1/2"x30" iron rod set on the West line of the Northeast 1/4 of said Section 3;

Thence N-00° 16' 12"-W along the West line of the Northeast 1/4 of said Section 3, said line also being the West line of land as now or formerly owned by (redacted), 1/3 Int., (redacted), 1/3 Int. and (redacted), 1/3 Int. as recorded in Volume 847, Page 395, Ottawa County Deed Records, a distance of 1801.95 feet to the point of BEGINNING, passing through a 1/2"x30" iron rod set at 1761.95 feet;

Containing 13.6948 acres of land, more or less, of which 0.4568 acres lies in the State Route 2 right of way.

Being a part of Parcel No. 004-00934-01157-000 as recorded in Volume 847, Page 395, Ottawa County Deed Records.

The bearings referred to herein are assumed and are for the purpose of determining

RFQ number - 140D0422Q0628 021 angular differences only.

NOTE: An unredacted legal description will be provided to the Appraiser upon contract award.

to be Appraised FWS has provided a First American Title Insurance Company Title

Commitment No. 56028JT dated February 18, 2022 (a copy of the Title Commitment will be provided upon contract award).