Sol_140D0422Q0781.pdf

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Attached to: Appraisal Service - for 1) Agency Case ID: 001607
Solicitation number: 140D0422Q0781
Issued by: Department of the Interior Departmental Offices Interior Business Center

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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

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

08/15/2022 1700 ED

08/06/2022

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

140D0422Q0781

5. SOLICITATION NUMBER

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

1 65 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

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.

Appraisal Service - for 1) Agency Case ID:

00160736, AVIS Number F220157, Case Name:

KY/GRN/FWS/Tract 24 2) Agency Case ID: 00160748, AVIS Number: F220159, Case Name: KY/GRN/FWS Tract 35 3) Agency Case ID: 00160737, AVIS Number:

F220158, Case Name: KY/GRN/FWS Tract 36 and 4) Agency Case ID: 00160735, AVIS Number: F220156, Case Name: KY/GRN/FWS Tract 40

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

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

Debra Slasor

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

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.

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

65 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

SUBMISSION OF QUOTE

STATEMENT OF WORK KY/GRN/FWS-24………………………………………………………..8

STATEMENT OF WORK KY/GRN/FWS 35……………………………………………..………..14

STATEMENT OF WORK KY/GRN/FWS 36………………………………………………………22

STATEMENT OF WORK KY/GRN/FWS 40……………………………………………………

CONTRACT CLAUSES

CONTRACT PROVISIONS……………………………………….……………………………………42

Attachments:

Request for Quote 140D0422Q781 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 the appraisal service for 1) Agency Case ID: 00160736, AVIS Number F220157, Case Name: KY/GRN/FWS/Tract 24 2) Agency Case ID: 00160748, AVIS Number: F220159, Case Name:

KY/GRN/FWS Tract 35 3) Agency Case ID: 00160737, AVIS Number: F220158, Case Name:

KY/GRN/FWS Tract 36 and 4) Agency Case ID: 00160735, AVIS Number: F220156, Case Name:

KY/GRN/FWS Tract 40

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

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 is provided in the Statements of Work (Attached).

DELIVERY/PERIOD OF PERFORMANCE

Period of performance shall be 96 days from the date of award with the draft deliverable due by 75 days from the date of award.. See Requirement Deliverable/Task Schedule specified in Section 3 of each of the statement of work (SOW).

LINE-ITEM PRICING

CLIN

No.

Description Total Price

00010 Appraisal Service - for 1) Agency Case ID: 00160736, AVIS Number F220157, Case Name:

KY/GRN/FWS/Tract 24 2) Agency Case ID: 00160748, AVIS Number: F220159, Case Name: KY/GRN/FWS Tract 35 3) Agency Case ID: 00160737, AVIS Number:

F220158, Case Name: KY/GRN/FWS Tract 36 and 4) Agency Case ID: 00160735, AVIS Number: F220156, Case Name: KY/GRN/FWS Tract 40

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

GENERAL REQUIREMENTS

Cover letter no more than 1 page that includes:

• Tax Identification Number (TIN)

• Dun & Bradstreet Number (DUNS)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

Request for Quote 140D0422Q781 004

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all of 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 Kentucky as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Kentucky. 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:

i. Please provide a summary of your years of experience appraising both vacant and improved residential properties 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 years of experience appraising lands for federal acquisition under UASFLA guidelines. If none, please state such.

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

b. 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.

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

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

FACTOR B – PAST PERFORMANCE

a. Submit a list of at least two (2) of the most recent UASFLA-compliant appraisal reports

Request for Quote 140D0422Q781 005 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) recent appraisal reports completed for vacant residential land, and at least two (2) recent appraisal reports of improved residential properties, 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 to complete the assignment described in the Statements of Work (SOWs).

Price quotes will be evaluated for completeness and reasonableness.

EVALUATION OF QUOTATIONS:

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

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

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Debra Slasor, Contracting Officer, via email at debra_slasor@ibc.doi.gov on or before 5pm Eastern Time, August 15, 2022, 2022. All submissions shall reference “Quote - 140D0422Q0781 KY/GRN/FWS ” included in the subject line.

Request for Quote 140D0422Q781 006 https://www.acquisition.gov/far/52.225-3

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Debra Slasor, Contracting Officer, via email at debra_slasor@ibc.doi.gov on or before 5pm Eastern Time, August12, 2022. All submissions shall reference “Quote - 140D0422Q0781 KY/GRN/FWS” included in the subject line.

Request for Quote 140D0422Q781 007 https://www.treasury.gov/resource-center/sanctions/SDN-List/Pages/default.aspx

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID: 00160736 AVIS Number: F220157

SECTION 1 – Subject Identification & General Information Identification Case Name KY/GRN/FWS Tract 24 Location 7760 Green River Road #2, Henderson Henderson County, Kentucky 42420 Acreage 2.63 acres Property Type Residential Land and Improvements Case Type Acquisition 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 acquisition of the subject property. It is not intended for any other use.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW. Additionally, please refer to items #4 and #5 of the Special Appraisal Instructions on page 6 of this SOW for additional valuation instructions.

Property Description The property to be acquired consists of approximately 2.63 acres of residential land improved with a residence and storage building. The subject site is located within the FEMA AE flood zone. The property is located approximately two-and-a-half miles northwest of Spottsville in Henderson County, Kentucky. It is bounded to the north, west and south by an agricultural use tract; and it is bounded to the east by Green River Road #2. The subject is further identified by FWS as Tract 24, and by the Henderson County PVA’s records as parcel number 95-3.

Structures on the property include: an approximately 1,200 square-foot dwelling - reported by FWS to be occupied as a primary residence - on a block foundation with, and a wooden storage structure of approximately 160 square-feet in size (appraiser will need to determine correct sizes).

Maps identifying the subject tract are included in the attachments. 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. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Property Access The subject has legal and physical access via Green River Road #2.

Legal Description The legal description for the subject is included in the most recent vesting Deed Book 529, Page 380 recorded March 8, 2004. A copy of the vesting deed will be provided to the contracted Appraiser upon award.

Request for Quote 140D0422Q781 008

Property Interest to be Acquired The property rights to be acquired are the fee simple interest.

Reservations Water and mineral rights are to be included in the fee simple estate.

The AVSO Division of Mineral Evaluation (DME) conducted an informal area wide review into the mineral potential for the subject property, which is included in the “Green River Unit”. The conclusion of the review is that there is no evidence to support the existence of mineral resources with development potential on the unit the subject is located within. A copy of this document will be provided to the contracted Appraiser upon award.

Outstanding Rights A title report has not and will not be provided by FWS (Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW). Easements may include typical utility and/or road rights-of-way.

There are no other reservations, easements, restrictions or outstanding rights that have been specifically identified by FWS for the property to be acquired or specifically noted within the most recent vesting deed.

Please note that any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligent investigation, in the “normal course of business”, must be identified and discussed in the appraisal report in relation to the impact on value. The Appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to the AVSO Review Appraiser.

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

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)

The property to be acquired consists of approximately 2.63 acres. FWS has identified no other contiguous or proximate lands under the same or similar ownership. However, it is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s).

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 are provided as attachments to the solicitation:

1. NWR General Location Map (24)

2. NWR Aerial Map (24)

Request for Quote 140D0422Q781 009

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

3. Vesting Deed B529 P380 (24)

4. DME Mineral Preview

5. Permission to Appraise (24)

6. Project Contact List (24)

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP- 2020/2021 edition) Standards 1 & 2

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

3. 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, and should be within 30 days of the initial report date.

Extraordinary Assumptions (EA’s) A title report has not been provided for the property to be acquired and the reviewer is authorizing the use of the following extraordinary assumption.

“It is noted that a title commitment was not provided for the subject property. I received a deed and other information related to the property being appraised, but it is uncertain if this information encompasses all outstanding rights or reservations currently found on the tract. The AVSO client, U. S. Fish and Wildlife Service (FWS) has requested that I assume there is clear title to the subject property and that there are no additional encumbrances or restrictions beyond those already identified (including mineral or other reservations) that could materially affect value. Use of this statement is consistent with FWS policy. A change in the estate appraised, when final title is obtained, could require an amendment of the appraisal or re-appraisal of the property so that the estate appraised matches the estate to be transferred.”

If the Appraiser determines that additional extraordinary assumptions are necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval. The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

Request for Quote 140D0422Q781 010

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

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

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

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

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, 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 thecontract is awarded.

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

Legal Instructions None given.

Special Appraisal Instructions

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

Contracting Officer, in conjunction with the Review Appraiser’s concurrence, can modify appraisal

Request for Quote 140D0422Q781 011 instructions (in writing). The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

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

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

4. The 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. 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.

General Appraisal Requirements & Instructions

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

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

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

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

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

USPAP.

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

Request for Quote 140D0422Q781 012

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 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.

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

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

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

Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 75 calendar days from the date of award.

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

Review Period & Comments Provided to Appraiser

Target is 7 calendar days after initial appraisal report received.

Request for Quote 140D0422Q781 013

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 3 business days or a total of 14 days in the event of multiple requests for correction or clarification.

Final Appraisal Report Due The appraiser will provide a final, signed electronic copy (PDF) to the reviewer upon final approval of the appraisal.

Agency Case ID: 00160748 AVIS Number: F220159

Identification Case Name KY/GRN/FWS Tract 35 Location 8539 JB Resort Road, Spottsville Henderson County, Kentucky 42458 Acreage 2.9226 acres

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Property Type Vacant Residential Land Case Type Acquisition

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 acquisition of the subject property. It is not intended for any other use.

Property Description The property to be acquired consists of approximately 2.9226 acres of vacant residential land located within the FEMA AE flood zone. The property is located approximately two miles northwest of Spottsville in Henderson County, Kentucky. It is bounded to the north and west by residential parcels, to the east by JB Resort Road and to the south by Greenville Road #2. The subject is further identified by FWS as Tract 35, and by the Henderson County PVA’s records as parcel number 94-33.2.

Property Access The subject has legal and physical access via JB Resort Road.

Legal Description A Preliminary Land Survey Report was provided by FWS with a preliminary land description and acreage of

2.9226 that is to be used for appraisal purposes. The legal description for the subject is included in the most recent vesting Deed Book 561, Page 730 recorded April 23, 2008. A copy of the vesting deed and a survey plat will be provided to the contracted Appraiser upon award.

Property Interest to be Acquired The property rights to be acquired is the fee simple interest, subject to a P.U. easement.

Reservations Water and mineral rights are to be included in the fee simple estate.

Outstanding Rights A title report has not and will not be provided by FWS (Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW). According to the survey plat the property is subject to a 20’ P.U. easement. Additional apparent easements may include typical utility and/or road rights-of-way.

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The property to be acquired consists of approximately 2.9226 acres. FWS has identified no other contiguous or proximate lands under the same or similar ownership. However, it is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s).

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 are provided as attachments to the solicitation:

7. NWR General Location Map (35)

8. NWR Aerial Map (35)

9. FWS Preliminary Land Survey Report (35)

10. Vesting Deed B561 P730 (35)

11. Henderson County Plat Book 8, Page 272A (35)

12. DME Mineral Preview

13. Permission to Appraise (35)

14. Project Contact List (35)

4. Uniform Standards of Professional Appraisal Practice (USPAP- 2020/2021 edition) Standards 1 & 2

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

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6. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as

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, and should be within 30 days of the initial report date.

Extraordinary Assumptions (EA’s) A title report has not been provided for the property to be acquired and the reviewer is authorizing the use of

“It is noted that a title commitment was not provided for the subject property. I received a deed and other information related to the property being appraised, but it is uncertain if this information encompasses all outstanding rights or reservations currently found on the tract. The AVSO client, U. S. Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the subject property and that there are no additional encumbrances or restrictions beyond those already identified (including mineral or other reservations) that could materially affect value. Use of this statement is consistent with FWS policy. A change in the estate appraised, when final title is obtained, could require an amendment of the appraisal or re-appraisal of the property so that the estate appraised matches the

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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.

Legal Instructions None given.

Special Appraisal Instructions 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). 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

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

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

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7. The area of acquisition is estimated to contain approximately 2.9226 acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, it is requested that in stating the final value conclusion of the larger parcel within the appraisal report, the unit value be stated along with the range of acreage within which that unit value would be valid (e.g., $XX/lot, $/SF, $/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. This is an assignment condition that must be discussed as such within the Scope of Work section of the appraisal report.

8. 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. As applicable, this analysis can include interviews with real estate market participants (such as brokers, lenders, buyers, sellers), economic trends in the

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 licensing and certification statutes where the

14. 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

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

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

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 inspected 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

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

20. 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

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

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

23. 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

24. The Appraiser must indicate whether he/she has (or has not) performed any services, as an Appraiser or in any other capacity, regarding the subject property within the three-year period immediately preceding acceptance of the assignment. If a service has been provided regarding the subject property, the service provided must be specified and appropriately disclosed following the direction of the USPAP Ethics Rule, 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.

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Agency Case ID: 00160737 AVIS Number: F220158

Identification Case Name KY/GRN/FWS Tract 36 Location 8599 JB Resort Road, Spottsville Henderson County, Kentucky 42458 Acreage 2.9226 acres Property Type Residential Land and Improvements Case Type Acquisition

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 acquisition of the…

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