Sol_140D0423Q0353.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

D55

Suite 2000A 381 Elden Street Acquisition Services Directorate Interior Business Center, AQD

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

04/28/2023 1700 ED

02/28/2023

7039648806Joy Wilson (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0423Q0353

5. SOLICITATION NUMBER

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

1 56 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Herndon VA 20170

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

Herndon VA 20170 Suite 2000A 381 Elden Street Acquisition Services Directorate

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$9.5

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 U.S. Department of the Interior, Appraisal and Valuation Services Office, requirement for market valuation and appraisal report services for Main Stone Corporation Seepage Easement ;

Avis Number: R220001, Agency Case ID:00160679

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

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

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

56 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS:

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW)

CONTRACT CLAUSES

52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014)...…..……… 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (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 (Mar 2023)……………… ……..………………….….19 DIAR 1452.201-70 Authorities and delegations (Sep 2011) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Sept 2017)

CONTRACT PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998) 52.204-7 System for Award Management (Oct 2018) 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020) 52.204-22 Alternative Line-Item Proposal (Jan 2017) 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Nov 2021) 28 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)

Attachments…………………………………………………………………...………………… ……. 46 Exhibit A. Draft Seepage Easement Grant Deed (unrecorded) with Legal Description and Plat of Seepage Easement

Solicitation – 140D0423Q0353

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 market valuation and appraisal services for AVIS Case Name: Main Stone Corporation Seepage Easement; Avis Number: R2200001, Agency Case ID:00160679.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with FAR Part 12, the acquisition of commercial items and FAR Part 13 Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

Total Small Business Set-Aside NAICS: 531320 “Offices of Real Estate Appraisers” PSC: R411 “Support-Professional: Real Property Appraisals” Type of Contract: Firm-Fixed-Priced (FFP)

SERVICE AND SUPPLIES

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

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance will be determined at the contract award. See Performance/Deliverable Requirements specified in the SOW.

LINE-ITEM PRICING

CLIN

No. Land Appraisal Services Description Total Price

00010 Avis Case Name: Main Stone Corporation Seepage Easement Avis Number: R220001 Agency Case ID: 00160679

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 one (1) page that includes:

• Tax Identification Number (TIN)

• Unique Entity Identifier (UEI)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

Factor 1 - State Certification

a. State Certification - The contractor must hold a current Certified General Appraiser license in the State of California or have the ability to obtain a temporary practice permit from the State of California. Please acknowledge the certification status in your quotation (it will be confirmed on government websites). If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a reference to the state and certification status.

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 quotation letter that describes and attests to the following:

i. The appraiser is required to provide verifiable evidence of general and technical appraisal experience within his/her statement of qualifications, resume, and/or curriculum vitae. The appraiser must identify experience appraising similar property as well as recent experience working with the federal government regarding acquisitions, dispositions and commercial services

ii. The appraiser’s resume or statement of qualifications should show geographical competency. If the appraiser has experience with these property characteristics but not in the market local to the subject property, then the appraiser must state this fact and demonstrate his/her experience in other areas as well as the actions proposed that will allow him/her to complete the assignment competently.

iii. A designation from a recognized professional appraisal organization will be considered but is not required. If the appraiser is a member of a professional organization, this should be identified in the statement of qualifications or resume with the name of the organization, and the level, type, or category of such membership.

b. Qualifications of Associate Appraisers -The qualifications of any identified associate who may also be signing the appraisal report must be included with the offer. No other associates may work on the project without prior written authorization from the AVSO appraiser. The appraisal report must detail the specific contribution(s) of all individuals other than the signer(s) of the appraisal. If the contractor does not list anyone else as providing assistance, it is expected that the quotation is submitted as though the individual contractor is doing 100 percent of the research, verifications, property inspections, valuation analyses and appraisal writing. Subcontracting of this assignment is not permissible.

Factor 3 - Past Performance

a. The appraiser must submit a list of similar USPAP/UASFLA projects that the appraiser has performed in the last five years including property type, general location, agency, contact information, etc.

b. The appraiser must provide a redacted sample appraisal report or the AVIS/IVIS case number of prior appraisal(s) for AVSO.

c. If the appraiser has not previously contracted with AVSO within the past five years, the appraiser must provide at least one reference (name, position, origination and contact information) who can verify the appraiser’s experience.

Factor 4 - Delivery/Inspection Date The date of value, being the last field inspection of the subject property, must be within 30 calendar days of delivery of the appraisal report. The initial submission of the appraisal report is due within the contracted time frame. The appraisal is needed as soon as possible, and the target is 135 days from contract award date. If the appraiser cannot meet the target date, an alternative time frame must be provided.

Factor 5 - Price Quote

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

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

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

EVALUATION OF QUOTATIONS:

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

a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Award of this Contract will be made on a Best Value/Trade Off basis. The following factors shall be used to evaluate offers: Technical, Past Performance, and Price.

Technical and past performance, when combined, are more important than cost or price.

(b) Options. The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer’s specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

Further past performance determinations in federal contracting shall be made through a review of relevant information listed within the System of Award Management (SAM) and the Contractor Performance Assessment Reporting System (CPARS).

All offerors are required to have an active SAM UEI and registered in www.SAM.gov registration prior to submission of quotation.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contracting Specialist, at joy_wilson@ibc.doi.gov on or before 5:00 P.M. Eastern Time, April 26, 2023.

All submissions shall reference “Quote – 140D0423Q0353” included in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contracting Specialist, at joy_wilson@ibc.doi.gov on or before 5:00 P.M. Eastern Time, April 28, 2023. All submissions shall reference “Quote – 140D0423Q0353” included in the subject line.

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

STATEMENT OF WORK

SECTION 1 – Subject Identification & General Information

Identification

• Case Name: San Joaquin River Restoration Project (SJRRP) Reach 4A – Main Stone

Corporation, Inc. Seepage Easement

• Location: 19888 Hudson Avenue, Dos Palos, unincorporated Fresno County, California

• Acreage: Based on the Assessor’s information, the total contiguous area owned by Main

Stone is 513.86+ acres.

• Acquisition: The proposed seepage easement contains 513.86+ acres.

• Property Type: Agricultural; planted with cotton, alfalfa and corn, and a farmstead

• Appraisal Type: Partial acquisition of a proposed seepage easement. See UASFLA Sections 1.7, 2.3.4 through 2.3.6, and 4.6. The appraisal assignment requires two appraisals: 1) the larger parcel before acquisition of the proposed seepage easement; and 2) the remainder parcel after acquisition of the proposed seepage easement.

• Client: U.S. Department of Interior, Appraisal and Valuation Services Office (AVSO)

• Intended Users: U.S. Bureau of Reclamation

Intended Use The appraisal report will be used to negotiate the acquisition of the property interest identified in the proposed seepage easement. It is not intended for any other use.

Property Description The subject property is on the north and south lines of Mint Avenue and the east and west sides of Hudson Avenue. These two roads intersect within APN 001-040-06. The property is in Dos Palos, unincorporated Fresno County, California, and it is approximately 4 miles northeast of Dos Palos. It is a very irregular-shaped parcel with what appears to be public road frontage. The topography is generally level. The property is planted with cotton, alfalfa and corn. Adjacent land uses include the San Joaquin River on the east, orchards on the south, and irrigated row crops on the north and west sides.

There is a farmstead that is reported to be improved with three single-family residences, four outbuildings and one or more domestic wells and septic systems.

Water is reported to be supplied by Central California Irrigation District via the Poso Canal.

There is no known survey of the subject property. The land area of the contiguous parcels owned by Main Stone, as shown on the Assessor’s map, is summarized below:

The proposed seepage easement will encumber the entire property.

It is noted that 001-040-06 includes a small, narrow, noncontiguous parcel of land on the east side of Poso Canal. It is also noted that 001-040-07 is comprised of two, small, noncontiguous parcels of land within the general boundary of Poso Canal.

General Location

Assessor’s Parcel No.

Assessor’s Land Area (Acres+)

Seepage Easement Acquisition Area (Acres+)

001-040-06 304.54 304.54 001-040-07 0.09 0.09 001-090-01 162.31 162.31 001-100-01 16.29 16.29 001-110-09 30.63 30.63 Total 513.86 513.86

Assessor’s Parcels

Assessor’s Parcels

Legal Description The legal description is a lengthy, metes and bounds description. Refer to the attached Preliminary Title Report.

Property Interest This is a partial acquisition assignment, and two appraisals are required:

1. Before the acquisition of the identified seepage easement – fee simple estate subject to existing encumbrances and reservations, if any.

2. After the acquisition of the seepage easement – fee simple estate subject to the identified seepage easement and pre-existing encumbrances and reservations, if any (remainder interest).

See Outstanding Rights and Reservations sections below.

The appraiser must immediately notify the AVSO review appraiser of any indications of rights contrary to these described. This may result in amended instructions.

Outstanding Rights A preliminary title report or equivalent will be provided upon award of the contract. All of the title exceptions included in the report, and any other recorded or unrecorded documents, conditions, agreements, easements and encumbrances discovered during the appraisal, must be identified and discussed in the appraisal report relative to their impact on value. A simple statement that the appraiser has reviewed the noted exceptions to title and that they have no measurable effect on value is not sufficient.

The preliminary title report indicates a total of 25 exceptions to the subject property’s title. The appraiser must investigate for, and promptly report, additional or inaccurate encumbrances on the property to the AVSO review appraiser. Please pay specific attention to exceptions 8 through 11, presented below, and note whether these, or any of the other exceptions, influence the value of the subject property.

8. Exceptions and reservations of certain rights, rights of way for roads, ditches, canals, public utilities, etc., together with the right of ingress and egress, affecting the land herein stated, and incidental purposes, as contained in an instrument Executed by: Miller & Lux Incorporated Recorded: May 25, 1934, and August 1, 1935, in Book 1359 and 1437, Pages 204 and 408, Document No. 14165 and 18253, respectively Affects: Parcels 1, 2, 3 and 4 The location of the easement cannot be determined from record information.

9. Exceptions and reservations of certain rights, rights of way for roads, ditches, canals, public utilities, etc., together with the right of ingress and egress, affecting the land herein stated, and incidental purposes, as contained in an instrument Executed by: Miller & Lux Incorporated Recorded: August 1, 1935, as Document No. 16254, in Book 1434 Page 498 of Official Records Affects: Parcels 5 and 6 The location of the easement cannot be determined from record information.

10. An easement over and across the Northwest quarter of the Northwest quarter of Section 34- 10/13, said easement to be an easement of right of way in second party for the purpose of ingress and egress of any vehicles or equipment of second party from the County road immediately Westerly from said property to the San Joaquin River; said right of way to be as nearly as practicable over the present route of Temple Avenue, a public highway, which has been or is to be abandoned, being specifically provided that the abandonment of such highway has been requested by first parties, and shall in no way affect the easement hereby granted, as granted to the County of Fresno by an instrument recorded January 10, 1947, in Book 2489 Page 312 of Official Records, Document No. 2077.

The location of the easement cannot be determined from record information.

By an order of the Board of Supervisors of Fresno County, dated January 28, 1947, recorded January 31, 1947, in Book 3488 Page 441 of Official Records, Document No. 6451, that portion of Temple Avenue lying Easterly of the East line of Hudson Avenue in the Northwest quarter of the Northwest quarter of said Section 34-10/13 was abandoned.

11. A perpetual right of way and easement over, upon and across the hereinafter described parcel of real property to excavate, shape, clean, clear and remove any and all trees, brush and any and all other vegetation and other natural or artificial obstruction to the free flow of the water thereover, as may be found necessary by the grantee, its successors or assigns; provided, however, that this shall not preclude grantor, his successors or assigns, from constructing and maintaining any artificial structure upon the said area if said structure has been approved by The Reclamation Board of the State of California under the provisions of Sections 8710 through 8723 of the Water Code of the State of California.

It is not the intent of this indenture to grant a right of way to the grantee, its successors, or assigns, to enter upon the cultivated land of the grantor. Said real property is located in the County of Fresno, State of California, and is described as follows: All that portion of the grantors real property located in Section 34-10/13, lying between the waterside crown of the existing levees and/or the waterside crown of the existing levee and the high bank of the San Joaquin River, as granted to Sacramento and San Joaquin Drainage District, a public agency, in an instrument dated May 20, 1959, recorded July 3, 1959, in Book 4243 Page 94 of Official Records, Document No. 46955.

The location of the easement cannot be determined from record information.

Reservations None

Personal Property None. The appraisal should exclude any personal property.

Property Access

Physical Mint and Hudson avenues are narrow, two-lane, asphalt-paved, roads that extend through the subject property.

Legal Mint and Hudson avenues appear to be public, county-maintained roads, but this has not been confirmed.

It is the appraiser’s responsibility to make a determination of legal and physical access. The information above is for informational purposes only and was not confirmed by the review appraiser.

Larger Parcel It is the appraiser’s responsibility to make a well-supported larger parcel determination. The appraiser shall consult with the review appraiser once the larger parcel determination has been made.

The appraiser must conduct all research necessary for a well-supported larger parcel(s) conclusion presented in the appraisal. Refer to UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, and 4.3.

If the appraiser’s conclusion of larger parcel varies from the property and parcels identified in this Statement of Work, the appraiser must communicate this with the review appraiser as soon as possible because this may require a modification of the appraisal assignment.

The review appraiser did not find any other contiguous parcels under the same ownership, but he did identify three contiguous parcels located 1.5 miles south of the subject property that contain 327 total acres.

Proposed Acquisition Seepage Easement: The specific real property rights (interest) to be acquired are stated in the draft seepage easement grant deed, which is attached to this Statement of Work.

The proposed seepage easement encumbers 513.86+ acres, which is the entire property.

Zoning The Fresno County zoning designation is AE20-Exclusive Agricultural, with a minimum lot size of 20 acres.

It is the appraiser’s responsibility to confirm the zoning, development restrictions and standards, and land use entitlements, if any.

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

Tenancies It is reported that Stanley Cotta previously farmed the property, and his farm employees occupied the residence on the farmstead. The current tenant farmer is not known. Verification of any tenancy is required from the property owner or the owner’s representative.

Assignment Contacts The assignment contacts will be provided to the appraiser after the contract is awarded.

Provided Subject Property Exhibits The following subject property exhibit is provided as an attachment to this solicitation:

A. Draft Seepage Easement Grant Deed (unrecorded) with Legal Description and Plat of Seepage Easement

The following additional exhibits will be provided to the appraiser after the contract is awarded.

B. Preliminary Title Report C. Plotted Easements Exhibit D. Crop Map E. Assignment Contacts F. Draft San Joaquin River Restoration Program Seepage Management Plan G. Draft San Joaquin River Restoration Program Potential Easement Area Evaluation-Main

Stone, Reach 4A H. Property Inspection Certificate I. Google Earth Shape Files of Subject Property

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards The appraisal must conform to the following appraisal standards:

1. Uniform Standards of Professional Appraisal Practice (USPAP).

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

Applicable Law, Regulation, and Policy The appraisal must conform to the following laws, regulations, and policies:

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

2. Federal Regulations 49 CFR, Part 24.

Market Value Definition 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, 6th edition, 1.2.4.]

Date of Value The date of value is the date of the last property inspection, which must be no later than 30 calendar days prior to the submission of the completed appraisal report, unless the AVSO review appraiser approves in advance other conditions in writing.

Extraordinary Assumptions None. If the appraiser determines that extraordinary assumptions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval.

Hypothetical Conditions None. If the appraiser determines that hypothetical conditions are necessary, the appraiser must contact the AVSO review appraiser for prior written approval.

Jurisdictional Exceptions UASFLA 4.2.1.2 states, “…appraisers should not link opinions of market value for federal acquisitions to a specific exposure time.” This deviates from exposure time requirements in USPAP 1-2(c) and AO 35. Therefore, the appraiser should invoke USPAP’s Jurisdictional Exception Rule to comply with UASFLA.

If the appraiser determines that other jurisdictional exceptions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval.

Placement in Report The appraiser must clearly identify all Extraordinary Assumptions, Hypothetical Conditions 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 engaged appraiser must inspect the subject property and all of the market properties used in the valuation analyses unless the AVSO review appraiser has approved otherwise, in writing.

For appraisals with an intended use of acquisition or exchange, 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 edition (Section 2.3.1.4, pages 58)]

The Property Inspection Certificate to appraise the property has been signed, and it will be provided after the contract is awarded.

Prior to the property inspection, the appraiser must notify the U.S. Bureau of Reclamation realty specialist and the AVSO review appraiser of the time, as they may wish to accompany the appraiser on the inspection.

Pre-Appraisal Meeting The appraiser will be required to attend a pre-appraisal meeting with the AVSO review appraiser, the U.S. Bureau of Reclamation realty specialist or other agency representative, and other interested parties. The AVSO review appraiser will coordinate the date, time and place of the meeting. The meeting may be conducted by phone or at the subject property in conjunction with the property inspection.

Controversies/Issues No controversies or other issues are known. Should the appraiser identify controversies or issues during the course of the assignment that were not previously discussed, the appraiser must immediately notify the AVSO review appraiser before continuing with the assignment.

Legal Instructions None.

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the U.S. Bureau of Reclamation, only the AVSO review appraiser can modify appraisal instructions. Any modification must be in writing.

2. The appraiser may not communicate assignment results to any party except the AVSO review appraiser until authorized to do so in writing by AVSO.

3. Any communication (verbal or written) with the U.S. Bureau of Reclamation must include the AVSO review appraiser.

4. A thorough understanding, description, and evaluation of water rights and their influence on value is required in this appraisal. The California Sustainable Groundwater Management Act (SGMA) will require the management of groundwater basins to begin in the foreseeable future. Consideration of this market influence is expected in the description, discussion and analysis of the irrigation sources of the subject property and comparable sales. The appraisal must consider any current or future impact of SGMA on the subject property.

General Appraisal Requirements & Instructions

1. 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.

2. The AVSO Statement of Work, other assignment instructions and engagement letter must be included in the addenda to the appraisal report.

3. All appraisals complying with UASFLA must conform to the sequence and content outlined in UASFLA, 6th edition, Appendixes B, C or D as applicable.

4. UASFLA (Page 56) states that a report prepared in accordance with UASFLA Sections 2.3,

2.4 and 2.5 is 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 physical and legal condition as of the effective date of value unless authorized in writing by the AVSO review appraiser to do otherwise.

6. Color photographs and maps of comparable properties must 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.

7. The appraisal report must be addressed to the appraiser’s client, the U.S. Department of Interior, Appraisal and Valuation Services Office, c/o the designated review appraiser.

8. Documentation of all comparable sales, listings and other comparable market data utilized in the appraisal must comply with reporting requirements of UASFLA and be reported in detail.

All comparable market data must be verbally verified by the appraiser with a party directly involved in the transaction. A detailed summary of each sale or rent data must, at a minimum, include the location, assessor’s parcel number, seller, buyer, recording instrument, property rights conveyed, marketing time, conditions of sale, financing, sale history, verification source and phone number, name of verifier, zoning, topography, access, utilities, FEMA flood zone, improvements, intended use and pertinent comments.

9. The appraiser must research, analyze and consider any known listings and pending sales of competitive properties in the subject marketplace as they can provide important information regarding the value, supply and demand for the subject property.

10. The appraiser should not use sales to or from government agencies in the appraisal unless there is a lack of private market data. If used, the sales must be personally verified by the appraiser with a party intimately involved in the transaction to learn how the sale price was arrived at and other transaction details. See UASFLA, 6th edition, Section 1.5.2.4 Sales Requiring Extraordinary Verification.

11. The appraisal report is required to include adjustment grids/tables demonstrating either quantitative or qualitative adjustments for sales comparison analyses. If both types of adjustments are used, all quantitative adjustments must be made first. The preferred method of adjusting comparable sales is through supported quantitative adjustments (i.e., percentage or dollar). Qualitative adjustments (i.e., inferior or superior) should be used when there is insufficient market data to support the quantitative adjustment. Quantitative adjustments without support are unacceptable, and the level of support must be commensurate with the magnitude of the adjustment.

When the appraiser must resort to qualitative analyses, a discussion of the appraiser’s reasoning why a comparable sale is 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.

12. 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.

13. The appraiser shall consider the appraisal report and all Department of the Interior internal documents furnished to the appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO review appraiser.

14. AVSO will not normally accept custody of confidential information. Should the appraiser find it necessary to rely on confidential information, the appraiser must contact the AVSO review appraiser for instructions prior to delivering the initial appraisal report. The review appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

15. 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.

16. 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.

17. If the appraiser has performed any services regarding the subject property within the three prior years, the appraiser must disclose this in the quote.

SECTION 3 – Performance and Submission Requirements

The appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO review appraiser.

The target period of performance for the delivery of the initial appraisal report to the AVSO review appraiser is 135 calendar days from the date of award. The contractor must provide the appraisal services within the performance period specified. If it is determined by the contractor that a performance period of 135 days is not realistically feasible, it is the contractor’s responsibility to state an alternative delivery date for consideration with their quote.

A summary of the required deliverables and a schedule of the delivery time frames is below.

Deliverable/Task Schedule

REQUIRED

DELIVERABLES

DELIVERY DATE

Pre-Work Meeting A pre-work teleconference will be scheduled within 5 business days of the contract award.

Subject Property Inspection TBD (Contract appraiser shall coordinate with the property contact and AVSO review appraiser).

Initial Appraisal Report

The target period for the initial appraisal report is within 135 days from contract award date. The initial appraisal report transmitted to the review appraiser must be in an unlocked PDF format.

Review Period & Comments Provided to Appraiser

Review appraiser comments/requests for revisions response target is 21 days after the initial appraisal has been received.

Any corrections/revisions must be completed and returned to the review appraiser within 10 days or a total of 21 days in the event of multiple requests for correction or clarification. The review will be finalized within 15 days of receiving the final report.

Final Appraisal Report

The appraiser will provide a final electronic copy (PDF) to the review appraiser upon final approval of the appraisal. Four hard copies of the final report must be sent to the review appraiser within 5 business days of the reviewer’s acceptance of the electronic copy.

(End of Statement of Work)

CONTRACT CLAUSES:

52.252-2 Clauses Incorporated by Reference (Feb 1998) This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov

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 (Dec 2022) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Nov 2021)

(End Clause)

52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders-Commercial Products and Commercial Services (Mar 2023)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab and Other Covered Entities (NOV 2021) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) ( 31 U.S.C. 3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws

108-77 and 108-78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.] __ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN

2020), with Alternate I (NOV 2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

https://www.acquisition.gov/ https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-6#FAR_52_203_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.govinfo.gov/link/uscode/10/4655

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) ( 41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109-282) ( 31 U.S.C. 6101 note).

__ (5) [Reserved].

__ (6) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery

Contracts (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (8) 52.209-6, Protecting the Government’s Interest When Subcontracting with

Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) ( 31 U.S.C. 6101 note).

__ (9) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT 2018) ( 41 U.S.C. 2313).

__ (10) [Reserved].

__ (11) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (OCT 2022)

( 15 U.S.C. 657a).

__ (12) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business

Concerns (OCT 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) ( 15 U.S.C. 657a).

__ (13) [Reserved] _X_ (14) (i) 52.219-6, Notice of Total Small Business Set-Aside (NOV

2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-6.

__ (15)

(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV

2020) ( 15 U.S.C. 644).

__ (ii) Alternate I (MAR 2020) of 52.219-7.

__ (16) 52.219-8, Utilization of Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(d)(2) and (3)).

__ (17)

(i) 52.219-9, Small Business Subcontracting Plan (OCT 2022) ( 15 U.S.C. 637(d)(4)).

__ (ii) Alternate I (NOV 2016) of 52.219-9.

__ (iii) Alternate II (NOV 2016) of 52.219-9.

__ (iv) Alternate III (JUN 2020) of 52.219-9.

__ (v) Alternate IV (SEP 2021) of 52.219-9.

__ (18)

(i) 52.219-13, Notice of Set-Aside of Orders (MAR 2020) ( 15 U.S.C. 644(r)).

__ (ii) Alternate I (MAR 2020) of 52.219-13.

__ (19) 52.219-14, Limitations on Subcontracting (OCT 2022) ( 15 U.S.C. 637s).

__ (20) 52.219-16, Liquidated Damages—Subcontracting Plan (SEP

2021) ( 15 U.S.C. 637(d)(4)(F)(i)).

https://www.acquisition.gov/far/52.203-13#FAR_52_203_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-15#FAR_52_203_15 https://www.acquisition.gov/far/52.204-10#FAR_52_204_10 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/far/52.204-14#FAR_52_204_14 https://www.acquisition.gov/far/52.204-15#FAR_52_204_15 https://www.acquisition.gov/far/52.209-6#FAR_52_209_6 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim https://www.acquisition.gov/far/52.209-9#FAR_52_209_9 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title41-section2313&num=0&edition=prelim https://www.acquisition.gov/far/52.219-3#FAR_52_219_3 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title15-section637a&num=0&edition=prelim https://www.acquisition.gov/far/52.219-4#FAR_52_219_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-6#FAR_52_219_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-6#FAR_52_219_6 https://www.acquisition.gov/far/52.219-7#FAR_52_219_7 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-7#FAR_52_219_7 https://www.acquisition.gov/far/52.219-8#FAR_52_219_8 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-9#FAR_52_219_9 https://www.acquisition.gov/far/52.219-13#FAR_52_219_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-13#FAR_52_219_13 https://www.acquisition.gov/far/52.219-14#FAR_52_219_14 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-16#FAR_52_219_16

__ (21) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (OCT 2022) ( 15 U.S.C. 657f).

_X_ (22) (i) 52.219-28, Post Award Small Business Program Rerepresentation (MAR 2023)( 15 U.S.C. 632(a)(2)).

__ (ii) Alternate I (MAR 2020) of 52.219-28.

__ (23) 52.219-29, Notice of Set-Aside for, or Sole-Source Award to, Economically

Disadvantaged Women-Owned Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(m)).

__ (24) 52.219-30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned

Small Business Concerns Eligible Under the Women-Owned Small Business Program (OCT 2022) ( 15 U.S.C. 637(m)).

__ (25) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) ( 15 U.S.C. 644(r)).

__ (26) 52.219-33, Nonmanufacturer Rule (SEP 2021) ( 15U.S.C. 637(a)(17)).

_X_ (27) 52.222-3, Convict Labor (JUN 2003) (E.O.11755).

__ (28) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (DEC

2022) (E.O.13126).

_X_ (29) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

_X_ (30)

(i) 52.222-26, Equal Opportunity (SEP 2016) (E.O.11246).

__ (ii) Alternate I (FEB 1999) of 52.222-26.

__ (31)

(i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) ( 38 U.S.C. 4212).

__ (ii) Alternate I (JUL 2014) of 52.222-35.

__ (32)

(i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN

2020) ( 29 U.S.C. 793).

__ (ii) Alternate I (JUL 2014) of 52.222-36.

__ (33) 52.222-37, Employment Reports on Veterans (JUN 2020) ( 38 U.S.C. 4212).

__ (34) 52.222-40, Notification of Employee Rights Under the National Labor Relations

Act (DEC 2010) (E.O. 13496).

_X_ (35)

(i) 52.222-50, Combating Trafficking in Persons (NOV 2021) ( 22 U.S.C. chapter 78 and E.O. 13627).

__ (ii) Alternate I (MAR 2015) of 52.222-50 ( 22 U.S.C. chapter 78 and E.O. 13627).

__ (36) 52.222-54, Employment Eligibility Verification (MAY 2022) (Executive Order

12989). (Not applicable to the acquisition of commercially available off-the-shelf items or certain other types of commercial products or commercial services as prescribed in FAR 22.1803.)

__ (37)

(i) 52.223-9, Estimate of Percentage of Recovered Material Content for EPA–

Designated Items (May 2008) ( 42 U.S.C. 6962(c)(3)(A)(ii)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (ii) Alternate I (MAY 2008) of 52.223-9 ( 42 U.S.C. 6962(i)(2)(C)). (Not applicable to the acquisition of commercially available off-the-shelf items.)

__ (38) 52.223-11, Ozone-Depleting Substances and High Global Warming Potential Hydrofluorocarbons (Jun 2016) (E.O. 13693).

https://www.acquisition.gov/far/52.219-27#FAR_52_219_27 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-28#FAR_52_219_28 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-28#FAR_52_219_28 https://www.acquisition.gov/far/52.219-29#FAR_52_219_29 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-30#FAR_52_219_30 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.219-32#FAR_52_219_32 https://www.govinfo.gov/content/pkg/USCODE-2018-title15/html/USCODE-2018-title15-chap14A-sec644.htm https://www.acquisition.gov/far/52.219-33#FAR_52_219_33 https://www.govinfo.gov/content/pkg/USCODE-2018-title15/html/USCODE-2018-title15-chap14A-sec637.htm…