Sol_140D0423Q0279.pdf

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Attached to: Appraisal services: TN CHK 104; 105; 106, a; 107; 8
Solicitation number: 140D0423Q0279
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

02/14/2023 1700 ES

02/07/2023

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

140D0423Q0279

5. SOLICITATION NUMBER

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

1 73 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

$8.5

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 TN CHK 104; 105; 106,a; 107; 84, AVIS Project Number: F230019, F230020, F230021, F230022, F230023, Agency Case ID: 00207218, 00207219, 0027220, 00207221, 00207222.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

DATED

Jacqueline Hernandez

. 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

73 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

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

Federal Acquisition Regulation (FAR) CLAUSES……………………………………………………..49

• 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 & Conditions – Commercial Products & Commercial Services

(Dec 2022)

• 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 (Dec 2022) ………………………………49

• 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)

PURCHASE ORDER 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 (Dec

2022)

Solicitation – 140D0423Q0279

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: 00207218, AVIS Number: F230019, Case Name: TN CHK 104;

2) Agency Case ID: 00207219, AVIS Number: F230020, Case Name: TN CHK 105;

3) Agency Case ID: 00207220, AVIS Number: F230021, Case Name: TN CHK 106,a;

4) Agency Case ID: 00207221, AVIS Number: F230022, Case Name: TN CHK 107;

5) Agency Case ID: 00207222, AVIS Number: F230023, Case Name: TN LHA 84.

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.

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 156 calendar days from the date of the Purchase Order (PO) award. See Requirement Deliverable/Task Schedule specified in Section 3 of the SOW.

LINE-ITEM PRICING

CLIN

No. Description Total Price

00010

1) Appraisal Service – Agency Case ID: 00207218, AVIS Number:

F230019, Case Name: TN CHK 104, Location: Lauderdale County, TN

2) Appraisal Service – Agency Case ID: 00207219, AVIS Number:

F230020, Case Name: TN CHK 105, Location: Lauderdale County,

3) Appraisal Service – Agency Case ID: 00207220, AVIS Number:

F230021, Case Name: TN CHK 106,a, Location: Lauderdale County,

4) Appraisal Service – Agency Case ID: 00207221, AVIS Number:

F230022, Case Name: TN CHK 107, Location: Lauderdale County,

5) Appraisal Service – Agency Case ID: 00207222, AVIS Number:

F230023, Case Name: TN LHA 84, Location: Lauderdale County, TN

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 one (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

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR A: TECHNICAL QUALIFICATIONS

Factor 1 - State Certification

a. State Certification: The appraiser must hold a valid license as a Certified General Appraiser by the State of Tennessee as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Tennessee. 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.)

Factor 2 - 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/or improved rural use 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. 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 120 days from the date of engagement. If the contractor determines that a performance period of 120 days is not realistically feasible, it is the contractor’s responsibility to propose an alternative delivery date with justification for the change. Earlier delivery is preferable and will be given consideration but is not a requirement.

FACTOR B – PAST PERFORMANCE

Factor 1 - Past Performance

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

b. Submit a list of at least two (2) of the most recent appraisal reports completed for 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 2 – Price Quote

a. The Quoter must provide a firm-fixed price quote with any and all discounts applied for all the work to complete the assignment described in the Statements of Work (SOWs).

b. Price quotes will be evaluated for completeness and reasonableness.

EVALUATION OF QUOTATIONS

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

a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Award of this Purchase Order will be made on a Best Value/Trade Off basis.

The following factors shall be used to evaluate offers: Technical, Past Performance, and 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.

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 Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00PM Eastern Standard Time, February 14, 2023.

All submissions shall reference “Quote – 140D0423Q0279” 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 Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00PM Eastern Standard Time, February 10, 2023.

All submissions shall reference “Quote – 140D0423Q0279” and include in the subject line.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

mailto:ann_woodall@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:ann_woodall@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov

Chickasaw NWR

TN CHK 104

U.S. Fish & Wildlife Service AVIS # F230019 Lauderdale County, Tennessee January 10, 2023

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID 00207218

AVIS Number F230019

SECTION 1 – Subject Identification & General Information

Identification Case Name TN CHK 104 Location Crutcher Lake Road/Mississippi River Lauderdale County, TN

Acreage 1,370.00± acres (Total Proposed Acquisition) Property Type Non-Federal Vacant Land Case Type Acquisition

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

(AVSO).

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

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

Intended Use The appraisal report will be used by the FWS in conjunction with negotiating the proposed acquisition of the identified property via purchase. It is not intended for any other use.

Property Description The subject property to be acquired is approximately 1,370.00± acres located approximately 20 miles northwest of the town of Covington, Lauderdale County, Tennessee. The property borders the Mississippi River. The property consists of bottomland hardwood forests, open grasslands, shrub scrub and river sandbar habitats. There is approximately 400 acres of bottomland hardwood forest that was last cut around 1990. The property is located along an un-leveed portion of the Mississippi River and therefore floods on a regular basis. There is revetment on the property on a portion of the bank of the Mississippi River. A 232.50 acre portion of the subject is enrolled in CRP. There are reportedly no improvements on the subject. The tract is shown on the Lauderdale County Tax Records as Parcel 049109 00200 (Map Parcel 109 002.00). FWS identifies the subject as Tract 104.

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

Tract TN CHK 104 Aerial Map

Tract TN CHK 104 Road Map

Access Legal and physical access is by Crutcher Lake Road; which is a public county maintained road.

Minerals The mineral rights are included in the fee simple estate. Per AVSO Division of

Minerals Evaluation (DME), the subject is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), Tennessee's Division of Water Resources mine permit layer (included with their water resource permitting), and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

Improvements None reported. The Appraiser should confirm with the landowner.

Legal Description According to the deed, the subject tract is approximately 1,370± acres. The legal description is included in the vesting Deed (Book 620, Page 494). A copy of the vesting deed will be provided to the contracted Appraiser upon award.

Note on acreage: This property abuts the Mississippi River, and it is unclear if there has been accretion, reliction or avulsion of land over time. The acreage cited in the Tax Records is 1,456.00 acres. The acreage cited in the deed is Tract 1 – 1,370.00 acres; and, Tract 2 – "Being all accretions..." The deed and predecessor deed do not quantify the "accretions" so there is no way to determine if there are accreted lands, how much, or if there has been reliction or avulsion of land over time. A survey will be needed to answer this. For purposes of appraisal (prior to survey) we are using the deeded acreage of 1,370.00 acres, more or less. Please refer to Item #4 on page 8 for additional valuation instructions.

Property Interest to be Acquired

Fee simple interest - all the rights title and interest in and to 1,370± acres of land subject to riparian rights and Conservation Reserve Program Restrictions on a

232.50 acre portion.

Reservations/Outstanding Rights

A 232.50 acre portion of the subject is currently subject to Conservation Reserve Program Restrictions as documented in the U.S. Department of Agricultural Contract Number 11087. The contract period is from 10/01/2020 to 09/30/2030 with an established rental rate per acre of $59.36 for an annual contract payment per year of $13,801. The contract will be provided to the contracted Appraiser upon award.

Further, A current title report has not and will not be provided. An extraordinary assumption regarding assumed interests due to lack of title is authorized for use.

(See authorized Extraordinary Assumption on page 5 of this SOW.)

No other outstanding rights or reservations have been identified by FWS or specifically identified within the current vesting deeds. Apparent easements may include road right-of-way and or utility. Nevertheless, any recorded/unrecorded documents, conditions, agreements, easements and/or encumbrances discovered during a due diligence investigation must be identified and discussed in the appraisal report in relation to their impact on value. The Appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to the AVSO Review Appraiser, which may result in amended instructions.

Larger Parcel The agency request indicates that the proposed acquisition consists of one contiguous parcel totaling 1,370± acres. No other contiguous or proximate lands under the same or similar ownership have been identified by FWS via their request for appraisal services. However, it is ultimately the Appraiser’s responsibility to identify any and all lands having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s). The Appraiser is encouraged to research the ownerships that may have an impact on the Larger Parcel analysis. The Appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. As the Appraiser, you must identify a larger parcel (or potentially multiple larger parcels) which satisfies the tests of title, unity of highest and best use, and contiguity as it relates to highest and best use with UASFLA, Sections 1.2.7.3.1.,

1.4.3 – 1.4.7., 4.3.3 – 4.3.4.5. and 4.6.1.1. Section 2.3.3.1.2 of UASFLA requires that the Appraiser must describe the factual basis and analysis that led to the larger parcel determination and the determination itself be reported.

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.

Tenancies

The property is leased for hunting on an annual basis running from August 1 to July 31. This is a verbal lease with an annual lease payment of $3,350.00. Please confirm details with subject owner.

Owner Contact Information

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

Provided Subject Property Exhibits

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

1. NWR Map

2. Permission to Inspect and Appraise

3. Project Contact Information

4. Deeds and CRP Contract

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, which should be within 30 days of the date of the report.

Extraordinary Assumptions (EA’s)

A current title report has not been provided for this assignment and the reviewer is authorizing the use of the following extraordinary assumption:

“It is noted that a current title commitment was not provided for this assignment. 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 subject property. The AVSO client, U. S. Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the property and that there are no additional encumbrances, outstanding rights 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 any other extraordinary assumption is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC)

None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s)

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

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

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

Placement in Report

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

Property Inspection

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

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

(Section 2.3.1.4)]

Pre-Work Meeting/Conference Call

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

Controversies/Issues

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

Special Appraisal Instructions

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

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

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

4. The area of acquisition is estimated to contain 1,370 acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, it is requested that in addition to stating the final value conclusion(s) of the larger parcel(s) within the appraisal report, the unit value (e.g., $XX/acre) for the larger parcel(s) be stated along with the range of acreage within which that unit value(s) would be valid (e.g., $XX/acre is valid for a range of XX-XX acres). This range would consider no material changes to the physical characteristics of the larger parcel(s).

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.

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 noted on the signed certification page of the completed report.

SECTION 3 – Performance & Submission Requirements

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

The contractor shall have 120 calendar days from the date of award to deliver the initial appraisal report to the AVSO Review Appraiser. If the contractor determines that a performance period of 120 days is not realistically feasible, it is the contractor’s responsibility to provide an alternative delivery date in the bid proposal. NOTE: Preference may be given to the quotes which best meets the stated delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

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

Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 120 calendar days from the date of award. Submit one (1) electronic (pdf) copy of report.

Review Period & Comments Provided to Appraiser

Target is 21 calendar days after initial appraisal report received.

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

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

TN CHK 105

U.S. Fish & Wildlife Service AVIS # F230020

Agency Case ID 00207219

AVIS Number F230020

Identification Case Name TN CHK 105 Location Benny Meadows Road/Highway 19 W Lauderdale County, TN

Acreage 388.60± acres (Total Proposed Acquisition)

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

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

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

Property Description The subject property to be acquired is approximately 388.60± acres located approximately five miles west of the town of Ripley, Lauderdale County, Tennessee. The property includes approximately 260 acres of cropland and approximately 100 acres of bottomland hardwood forest. The forested areas were last cut around 2010. The cropland is high quality farmland cultivated in cotton.

There is a ravine and small pond on the northwest part of the property. There are no improvements on the property. A 58.47 acre portion of the subject is enrolled in CRP. The tract is shown on the Lauderdale County Tax Records as Parcel 049069 03800 (Map Parcel 069 038.00). FWS identifies the subject as Tract 105.

Tract TN CHK 105 Aerial Map

Tract TN CHK 105 Road Map

Access Legal and physical access is by Highway 19 and Meadows Road (County maintained roads). The primary access to the property is from a driveway off Highway 19, which runs along a portion of the southern boundary of the property.

Additional access is from Walnut Grove Road (off Highway 19 at the southeast corner of the property), which runs along the eastern boundary of the property and Meadows Road, which runs along a portion of the north boundary of the property.

Minerals The mineral rights are included in the fee simple estate. Per AVSO Division of

Legal Description According to the deed, the subject tract is approximately 388.60± acres. The legal description is based off the vesting Deed (Book 449, Page 222). A copy of the vesting deed will be provided to the contracted Appraiser upon award. Please refer to Item #4 on page 5 for additional valuation instructions.

Fee simple interest - all the rights title and interest in and to 388.60± acres of land subject to Conservation Reserve Program Restrictions on a 58.47 acre portion.

A 58.47 acre portion of the subject is currently subject to Conservation Reserve Program Restrictions as documented in the U.S. Department of Agricultural Contract Number 11012. The contract period is from 10/01/2015 to 09/30/2025 with an established rental rate per acre of $120.69 for an annual contract payment per year of $7,057. The contract will be provided to the contracted Appraiser upon award.

Further, A current title report has not and will not be provided. An extraordinary assumption regarding assumed interests due to lack of title is authorized for use.

(See authorized Extraordinary Assumption on page 6 of this SOW.)

contiguous parcel totaling 388.60± acres. No other contiguous or proximate lands under the same or similar ownership have been identified by FWS via their request for appraisal services. However, it is ultimately the Appraiser’s responsibility to identify any and all lands having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s). The Appraiser is encouraged to research the ownerships that may have an impact on the Larger Parcel analysis. The Appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. As the Appraiser, you must identify a larger parcel (or potentially multiple larger parcels) which satisfies the tests of title, unity of highest and best use, and contiguity as it relates to highest and best use with UASFLA, Sections 1.2.7.3.1.,

It is requested that the Appraiser please notify the AVSO Review Appraiser in

The 260 acres of farmland is under a cropland lease, with the landowner receiving a 1/3 share of the farming income. This is a verbal lease that runs from January 1 to December 31 on an annual basis. The Appraiser should confirm with landowner.

Owner Contact Information

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

Provided Subject Property Exhibits

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

5. NWR Map

6. Permission to Inspect and Appraise

7. Project Contact Information

8. Deeds and CRP Contract

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

Date of Value

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

Extraordinary Assumptions (EA’s)

A current title report has not been provided for this assignment and the reviewer is authorizing the use of information encompasses all outstanding rights or reservations currently found on the subject property. The AVSO client, U. S. Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the property and that there are no additional encumbrances, outstanding rights 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

If the Appraiser determines that any other extraordinary assumption is necessary for credible assignment

Hypothetical Conditions (HC)

None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s)

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

Property Inspection

(Section 2.3.1.4)]

Pre-Work Meeting/Conference Call

Controversies/Issues

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

Special Appraisal Instructions

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

4. The area of acquisition is estimated to contain 388.60 acres, with the actual acreage to be acquired stating the final value conclusion(s) of the larger parcel(s) within the appraisal report, the unit value (e.g., $XX/acre) for the larger parcel(s) be stated along with the range of acreage within which that

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 within the Addenda to the appraisal report along with the Appraiser’s license, to include temporary if

6. 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

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

11. While the public is not an intended user of the appraisal report, please be aware that the Freedom of

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

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Target is 120 calendar days from the date of within 5 business days or a total of 15 days in the

TN CHK 106, a

U.S. Fish & Wildlife Service AVIS # F230021

Agency Case ID 00207220

AVIS Number F230021

Identification Case Name TN CHK 106,a Location Chisholm Lake Road Lauderdale County, TN

Acreage 82.26± acres (Total Proposed Acquisition) 51.30± acres (TN CHK 106) 30.96± acres (TN CHK 106a)

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

Property Description The subject property to be acquired consists of two non-contiguous tracts (FWS tract numbers 106 and 106a) totaling approximately 82.26± acres located approximately six miles northwest of the town of Ripley, Lauderdale County, Tennessee. Tract 106 consists of approximately 51.30± acres and tract 106a consists of approximately 30.96± acres. The tracts are separated by approximately

0.20 miles. Tract 106 is almost entirely bottomland hardwood forest with some cypress around the edge of Gum Pond; approximately 0.5 acres of Gum Pond is on this tract. Tract 106a is almost entirely bottomland hardwood forest. There are no improvements on either tracts. Tract 106 is shown on the Lauderdale County Tax Records as Parcel 049050 00403 (Map Parcel 050004.03). Tract 106a is shown on the Lauderdale County Tax Records as Parcel 049050 00404 (Map Parcel 050 004.04).

by the Appraiser. All site characteristics are to be independently researched and verified by the Appraiser. The Appraiser must immediately notify the AVSO

Tract TN CHK 106,a Aerial Map

Tract TN CHK 106,a Road Map

Access Legal and physical access for TN CHK 106 is by Chisholm Lake Road (County maintained road). Chisholm Lake Road runs along the western and southern boundaries of the property. A gated gravel road off Chisholm Lake Road at the southeast corner of the property provides access onto the property.

Legal and physical access for TN CHK 106a is by permanent (recorded) easement via a field road from Hobe Webb Road.

Minerals The mineral rights are included in the fee simple estate. Per AVSO Division of

Legal Description According to the deed, subject tract TN CHK 106 contains 51.30± acres and TN

CHK 106a contains 30.96± acres; containing an aggregate of 82.26± acres. The legal description is included in the vesting Deed (Book 601, Page 65). A copy of the vesting deed will be provided to the contracted Appraiser upon award. Please refer to Item #4 on page 5 for additional valuation instructions.

TN CHK 106

Fee simple interest - all the rights title and interest in and to 51.30± acres of land.

TN CHK 106a Fee simple interest - all the rights title and interest in and to 30.96± acres of land subject to right of way easement for ingress and egress along field road.

Other than the ingress and egress easement on tract TN CHK 106a, no other outstanding rights or reservations have been identified by FWS or specifically identified within the current vesting deeds. Apparent easements may include road right-of-way and or utility. Nevertheless, any recorded/unrecorded documents, conditions, agreements, easements and/or encumbrances discovered during a due diligence investigation must be identified and discussed in the appraisal report in relation to their impact on value. The Appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to the AVSO Review Appraiser, which may result in amended instructions.

Further, A current title report has not and will not be provided.

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Feb 7, 2023.