Sol_140D0423Q0375.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

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

03/15/2023 1500 ED

03/08/2023

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

140D0423Q0375

5. SOLICITATION NUMBER

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

1 112 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

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

$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 U.S. Department of the Interior, Appraisal and Valuation Services Office, requirement for market valuation and appraisal report services for Bald Mountain Acquisition, AVIS Number:L230028, Agency Case ID: CACA-059886

(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

112 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 (Dec 2022)………… ……..………………………..….39 DIAR 1452.201-70 Authorities and delegations (Sep 2011) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Sept 2017)

CONTRACT PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998) 52.204-7 System for Award Management (Oct 2018) 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020) 52.204-22 Alternative Line-Item Proposal (Jan 2017) 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Nov 2021) 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Dec 2022)

Attachments………………………………………………………………………………………...…. 66

Exhibit 1 - Additional Property Information Exhibit 2 - Bald Mountain kmz Exhibit 3 - Grazing Allotment Map Exhibit 4 - Grazing Allotment Master Report Exhibit 5 - Grazing Authorization Use by Allotment Report Exhibit 6 - Land Surveyor Report 1 Exhibit 7 - Land Surveyor Report 2 Exhibit 8 - Location Map Exhibit 9 - Lot Line – Merger Map Exhibit 10 - Master Title Plat – T28NR14E Exhibit 11 - Master Title Plat – T29NR14E

Solicitation – 140D0423Q0375

Exhibit 12a – 12e - Assessor’s Parcel Maps Exhibit 13 - Preliminary Title Report

Exhibit 14 - Exhibit A – Full Legal Description of Acquisition

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

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: Bald Mountain Acquisition;

Avis Number: L230028, Agency Case ID:CACA-059886.

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: Bald Mountain Acquisition Avis Number: L230028 Agency Case ID:CACA-059886

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 A: TECHNICAL QUALIFICATIONS

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

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 offer letter that describes and attests to the following:

1. Identify years of experience appraising comparable tracts of land in rural portions of Lassen County or similar areas in Northern California. Additionally, experience in appraising partial acquisitions is beneficial. If the appraiser has no or limited experience, then submit a description outlining the proposed scope of work.

2. Identify years of experience appraising lands for federal sale or acquisition under UASFLA (Uniform Appraisal Standards for Federal Land Acquisitions) guidelines. If none, please state such.

3. Identify years of appraisal experience as a Certified General Appraiser, professional affiliations and designations.

4. State whether a UASFLA course or seminar has been completed within the past five years.

Completion of a UASFLA course or seminar will be considered, but is not required.

5. A designation from a recognized professional appraisal organization will be considered, but is not required. Please submit documentation.

b. Qualifications of Associate Appraisers: Any associates that will contribute to the appraisal must be identified in the quote and a statement of qualifications and copy of license or permit must be provided for each individual. Those qualifications will be considered in the evaluation of quotes, with emphasis on professional designations and license, years of appraisal experience, years of UASFLA appraisal experience, and extent of education applicable to the appraisal of this property type. An expanded description of these qualifications for any associates must be included in the quote. If any associates or other key personnel will be used, provide specific details and thoroughly describe the roles and contributions for each individual (including the signer). If the quote does not list anyone else as providing assistance, it is expected that the quote is submitted as though the individual contractor is doing 100 percent of the research, verifications, property inspections, valuation analyses, and appraisal writing. Sub-contracting of this assignment is not permissible.

c. Initial Delivery Date: The target date for the initial appraisal report is 90 days from the award of the contract. If the target date is not achievable, then the appraiser may provide an alternative delivery date and the reason for the later delivery. All delivery schedules will be considered.

FACTOR B – PAST PERFORMANCE

1. Past Performance

a. Provide a list of the same or similar appraisal assignments completed in the last five years. Include details about the appraisal assignments, such as property type, property rights appraised, general location, size, date, etc. Please state whether these appraisal assignments were or were not written with intention to be compliant with UASFLA. If none completed, please state such.

b. Supply the contact information for government agency references in which UASFLA compliant appraisal reports have been completed for the federal government. If none completed, please state such.

c. Consideration may be given to whether the past performance of the appraiser involved any corrective reviews, report rejections, and significant corrections or revisions in appraisals prepared for the government. Preference will be given to positive past performance with the Appraisal and Valuation Services Office (AVSO).

FACTOR C – 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.

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 3:00 PM Eastern Standard Time (EST), March 10, 2023. All submissions shall reference “Quote – 140D0423Q0375” and include in the subject line.

SUBMISSION OF INTENT

The Contractor is requested to notify Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contracting Specialist, at joy_wilson@ibc.doi.gov, of their intent to submit a quote on this order on or before 3:00 PM EST, March 10, 2023.

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 3:00 PM EST, March 15, 2023. All submissions shall reference “Quote – 140D0423Q0375” and include 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 mailto:jacqueline_hernandez@ibc.doi.gov mailto:joy_wilson@ibc.doi.gov

STATEMENT OF WORK

SECTION 1 – SUBJECT IDENTIFICATION & GENERAL INFORMATION

Purpose of the Appraisal

This assignment involves a Partial Acquisition, and the appraisal is expected to incorporate “Before and After” methodology. More specifically, the appraisal is to develop opinions of market value for the subject property (Larger Parcel) under the following two scenarios (Before Condition and After Condition):

1) Before Condition: the As-Is Market Value of the Larger Parcel before the acquisition.

2) After Condition: the Market Value of the Remainder Property after the acquisition.

The mathematically calculated “Difference” between the Before Condition and After Condition will serve as the basis of “Compensation” for the acquisition by the United States of America (USA). The required appraisal standards are USPAP 2020-2023 Edition and UASFLA (Yellow Book) 6th Edition.

Property Description, Before the Proposed Acquisition, and Larger Parcel Discussion

Directly Affected Parcels

BLM is seeking to acquire a 760-acre portion of an 889.92-acre property. The 889.92-acre property is comprised of 4 contiguous Assessor’s parcels represented in the following table:

Identification Case Name Bald Mountain Acquisition

AVIS Case ID L230028

Agency Case ID CACA-059886

Location Lassen County, California

Acreage BLM seeks to acquire a 760-acre portion of an 889.92-acre property. Note the subject ownership also owns contiguous parcels, and the total acreage of all contiguous parcels (including the directly affected parcels) is 1,244.92 acres.

Property Type Vacant land

Case Type Partial Acquisition

Client U.S. Department of Interior (DOI), Appraisal and Valuation Services Office

(AVSO)

Intended Users The appraisal report will be used by the Appraisal and Valuation Services Office (AVSO) and the Bureau of Land Management (BLM) on behalf of the United States of America.

Intended Use The appraisal report will be used for the potential acquisition of the identified property. It is not intended for any other use.

The 4 Assessor’s parcels in the table above represent the directly affected parcels of the acquisition.

The parcels represent vacant land and are located within an unincorporated area of Lassen County, California. They are accessed via a public (County) roadway, Standish Buntingville Road. Surrounding uses consist primarily of BLM-owned lands to the west (BLM Bald Mountain Special Recreation Management Area) and private properties to the north, east and south. The property is about 2 miles north of Honey Lake. BLM describes the property as mostly rocky with steeper topography, with the southern portion near Standish Buntingville Road being flatter.

Historical and current uses of the property have included grazing and hunting. The property owner holds a permit for use of the adjacent BLM Bald Mountain grazing allotment. There is some fencing on the property, but it does not follow property boundaries. The property is also located within the Lassen hunting zone for pronghorn and X6b hunting zone for mule deer.

Current improvements on the property include some fencing, a well with well house, and piping to 2 troughs. Further discussion of these items is included later in this document.

Other Contiguous Parcels Owned by Subject Ownership

The subject ownership entity, Five Dot Land & Cattle Company, also owns 2 additional contiguous parcels identified as APNs 119-450-018 (1 acre) and 119-450-019 (354 acres), for a total of 355 acres.

A map identifying the 4 directly affected parcels and the 2 additional contiguous parcels is shown as follows:

Acres - LandVision APN Before No.

131-080-002 80.00 3 131-080-003 209.92 4 119-450-006 480.00 1 119-460-010 120.00 2

Total 889.92

Source: LandVision

The 4 directly affected parcels are identified as numbers 1 through 4 in the map. These are shown in the previous table by matching Lassen County Assessor’s parcel numbers to the numbered identifiers 1 through 4 under the “LandVision No.” column. LandVision is a data source that compiles information from public records.

The other 2 contiguous parcels, APNs 119-450-018 and -019, that are not directly affected by the acquisition, are shown in the map above as numbers 5 and 6 (APN 119-450-018 is No. 5 and APN 119- 450-019 is No. 6).

Non-Contiguous Parcels Also Owned by Subject Ownership

The property ownership entity (Five Dot Land & Cattle Company) apparently owns numerous other (non-contiguous to the directly affected parcels) parcels in the surrounding area. A data source that compiles information from public records indicates at least 14 parcels (including the subject property, approximately 2,700 acres in total) are under the same ownership entity (Five Dot Land & Cattle Company) as the subject. As part of this appraisal assignment, thorough analysis is required to establish whether any of these parcels are relevant to the Larger Parcel determination.

An aerial view of the parcels that appear to be under the same ownership (Five Dot Land & Cattle Company) as the subject property is presented next. This exhibit includes the subject property and is from a data source that complies information from public records. Note the directly affected parcels of the subject property are bordered in blue lines and are numbered 1-4. As previously noted, there are 2 other contiguous parcels to the directly affected parcels, which are bordered in green, and are APNs 119-450- 018 and -019. The non-contiguous parcels under the same ownership entity are also bordered in green and are identified in the map, bordered by a red lined rectangle for ease of reference.

Note: The LandVision visual above shows a “J-shaped” parcel, APN 119-450-020, also outlined in green, but NOT owned by the subject ownership entity. LandVision indicates this parcel is owned by “Hilary & Virginia Cook Revocable Family Trust.”

Larger Parcel Commentary

The appraiser must investigate and conduct all research necessary to develop a well-supported Larger Parcel conclusion(s) in accordance with UASFLA 6th Edition, Sections 1.2.7.3.1, 1.4.6, 2.3.3.1.2, and 4.3.3.

The Larger Parcel determination must be thoroughly analyzed by the appraiser, but it appears the Larger Parcel may be any combination of 1) the directly affected parcels of the acquisition, and/or 2) the directly affected parcels and the contiguous parcels owned by the same ownership entity and/or 3) the directly affected parcels, contiguous parcels and the non-contiguous parcels. A well-researched discussion and analysis of the Larger Parcel is a requirement for this appraisal assignment.

Summary of the Part Acquired (Proposed Acquisition by BLM)

As previously noted, BLM is seeking to acquire 760 acres. According to BLM, the 760 acres consists of:

1) APN 131-080-002

2) Portion of APN 131-080-003

3) APN 119-450-006

4) APN 119-460-110

At closing, per BLM, APNs 131-080-002 would increase in size from 80 acres to 160 acres; all of these acres (160) are to be acquired by BLM. APN 131-080-003 would be reduced in size from 209.92 acres to

Contiguous parcel, not directly affected - APN

119-450-019

Directly affected parcels (1-4) Non-Contiguous Parcels owned by subject ownership entity

Contiguous parcel, not directly affected –

APN 119-450-018

Contiguous parcel, not owned by subject ownership – APN 119-450-020

129.92 acres; BLM is acquiring 80 acres of this parcel, leaving 129.92 acres as a non-acquired remainder property. BLM has reportedly confirmed with Lassen County that this action (the reconfiguration of the parcels) can occur at closing without completing an official lot line adjustment, but the appraiser is advised to confirm this information with the County.

A summary table of the proposed BLM acquisition is presented as follows:

BLM provided a map of the proposed lot reconfiguration to APNs 131-080-002 and -003 at closing of the proposed acquisition, which is presented next:

Acres - Acres - Part Acres -

APN Before Acquired After 131-080-002 80.00 0.00 131-080-003 209.92 129.92 119-450-006 480.00 480.00 0.00 119-460-010 120.00 120.00 0.00

Total 889.92 760.00 129.92

160.00

The map provided by BLM shows APN 131-080-002, in its As-Is condition, as an 80-acre parcel, outlined in black colored lines. Upon BLM acquisition, this parcel will increase in size to 160 acres (per a lot line adjustment), as outlined in the yellow-colored lines in the map. BLM will be acquiring the entirety of these 160 acres.

Also, APN 131-080-003, in its As-Is Condition, is outlined in white colored lines in the map, as a 209.92-acre parcel. The acquisition involves a lot-line adjustment to increase the size of APN 131-080-002 to 160 acres (an 80-acre increase), which will decrease the size of APN 131-080-003 from 209.92 acres to

129.92 acres (an 80-acre decrease). BLM is not acquiring these 129.92 acres (they are only acquiring 80 acres of the 209.92 acres), so these 129.92 acres represent the Remainder Property. The After- Condition/Remainder Property (after BLM acquisition) of APN 131-080-003 is shown in green colored lines in the map.

Based on the map provided by BLM, there is existing fencing at the northern boundary of APN 131-080- 003 that will be acquired by BLM as part of the acquisition, along with an existing water trough and historic ditch.

Well and trough located on the remainder property, not to be acquired by BLM Trough/piping on part acquired, to be disconnected by BLM at closing

There is a well on the property that will not be acquired but will be located on the Remainder Property after the BLM Acquisition. This well provides water via a pipeline to an old trough on the area to be acquired. The trough has not been used for many years. BLM reports the pipeline and trough on the part to be acquired by BLM are not functioning. The well and trough on the Remainder Property are reportedly functioning. BLM would acquire the trough and the portion of the pipeline that lies on the part acquired but would disconnect it at closing. If BLM disconnects the trough on the part acquired and this action has an adverse effect to the remainder’s well or trough functionality, BLM has reported that BLM would remedy this issue. There is also a historical ditch on the property that is no longer in use. All of these items are labeled on the previous map.

BLM reports there are no improvements on APNs 119-450-006 or 119-460-010, which are parcels that are to be included in the acquisition (these parcels will be fully acquired).

Summary of Remainder Property - After the Proposed BLM Acquisition

After the Proposed Acquisition, the Remainder Property that will be retained by the property owner, with respect to the directly affected parcels, is 129.92 acres (portion of APN 131-080-003).

Physical and Legal Access will be relatively unchanged since the 129.92-acre portion of APN 131-080- 003 (Remainder Property) still has frontage/access along Standish Buntingville Road. The Lot Line/Merger map provided by BLM shows that the Remainder Property will retain a 1) water trough, 2) well/well house with piping to the water trough, 3) hay storage area and 4) existing fencing.

Various maps of the subject property (location map, master title plats), as well as ground-level photographs (provided by BLM), are presented on the following pages.

LOCATION MAP OF THE SUBJECT PROPERTY

Note: “Parcels” in red coloring represent the directly affected parcels of the acquisition

MASTER TITLE PLAT – TOWNSHIP 29 NORTH RANGE 14

MASTER TITLE PLAT – TOWNSHIP 28 NORTH RANGE 14

SUBJECT PHOTOGRAPHS – PROVIDED BY BLM

SUBJECT PHOTOGRAPHS (CONT.)

SUBJECT PHOTOGRAPHS (CONT.)

Legal Descriptions

BLM supplied various legal descriptions for the subject property in the “Before Condition”, as well as a legal description for the Proposed Acquisition by BLM.

BLM has not provided a legal description for the property in the “After Condition, therefore the contract appraiser should request this item from BLM as part of the appraisal process.

Before Condition: The legal description for the 4 parcels comprising the directly affected parcels before the proposed acquisition is presented next. This legal description is taken from the preliminary title report prepared by Chicago Title Company, dated July 12, 2022, Title No. FFHO-4272200738- AD, as included in Exhibit 12 as an attachment to this solicitation.

Proposed Acquisition: The legal description for the proposed acquisition is presented next. This legal description is identified as “Exhibit A,” and was provided by BLM as a combination of a legal description from the Land Surveyor Report and Preliminary Title Report. BLM indicated this will be used in the Warranty Deed, which has not yet been drafted. The BLM Land Surveyor Report document is included in Exhibit 6 as an attachment to this solicitation. The Preliminary Title Report is included in Exhibit 12 as an attachment to this solicitation. Finally, “Exhibit A,” the full legal description of the proposed acquisition, is included as Exhibit 13 as an attachment to this solicitation.

Property Interest

The appraiser will value the Fee Simple Estate (surface estate and mineral estate – see comments in Minerals section with regard to mineral estate), subject to encumbrances and reservations of record (see Outstanding Rights section 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

As previously stated, a Preliminary Title Report (PTR) is available for review. The appraiser must consider the exceptions listed in the title report and any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances must be discussed in the appraisal report in relation to their impact on value.

BLM has stated that the title is clear of material defects and the exceptions noted in the title report are common with no potential problems and do not have any conflict with BLM future management. If the contract appraiser has questions on any exceptions, BLM advises to reach out to the Realty Specialist.

The appraiser must independently examine the exceptions listed in the title report and report their effects on value.

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

Reservations:

The current landowner is reserving the following rights: None

Minerals

Based on information from BLM, the mineral estate of the subject property was reserved when it was patented, with the exception of the western half of Lots 1 and 2 in Section 5. No mineral exploration has occurred on these properties that the owner is aware of.

The Appraisal and Valuation Services Office (AVSO) Division of Mineral Evaluations (DME) provided the following information about the mineral potential for the subject property:

The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), California’s Dept. of Conservation Mines Online database, and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

Improvements

BLM reports there is some fencing on the property, but it does not follow property boundaries.

There is a well on the subject property that will not be acquired since it is located on the Remainder Property. This well provides water via a pipeline to an old trough on the area to be acquired. The trough has not been used for many years. BLM reports the pipeline and trough on the part to be acquired are not functioning. The well and trough on the Remainder Property are reportedly functioning. BLM would acquire the trough and the portion of the pipeline that lies on the part Acquired by BLM but would disconnect it at closing. If BLM disconnects the trough on the part acquired and this action had an adverse effect to the Remainder’s well or trough functionality, BLM has reported that BLM would remedy this issue. There is also a historical ditch on the property that is no longer in use. All of these items were labeled in the previous “Lot Line Merger Map” shown previously in this document.

BLM reports there are no improvements on APNs 119-450-006 or 119-460-010, which are parcels that are to be included in the acquisition (these parcels will be fully acquired).

All existing improvements and their potential impact on value must be researched by the appraiser.

Water Rights

BLM reports the subject property has no recorded water rights, but this information must be investigated and confirmed by the appraiser.

Personal Property

None noted

Property Access

The appraiser must thoroughly research the Physical Access and Legal Access for the subject property, including the effect on value. Based on mapping provided by BLM, the subject property, both in the “Before” and “After” Conditions, will have frontage along the County maintained roadway identified as Standish-Buntingville Road.

The BLM-provided document “Map – Lot Line Merger Map” is shown next.

For a visual aid, in the map above, the road frontage (along Standish-Buntingville Road) of the directly affected parcels in the “Before Condition” is identified by green lines, both darker green and lighter green. The road frontage for the Remainder property is identified by the lighter green lines. Therefore, the darker green line represents the road frontage being Acquired by BLM (not a part of the Remainder Property in the “After Condition”).

Based upon an aerial view of the immediate area, there are several rural residential parcels that have direct access to/from this roadway. It appears that the subject property could have Legal and Physical Access to this County road both in the “Before” and “After” Conditions, given the amount of road frontage in both scenarios. The appraiser must thoroughly research the Legal and Physical Access rights in both scenarios.

BLM Grazing Allotments

Directly west of the subject property are public lands that are part of the BLM grazing allotment identified as East Bald Mountain. BLM reports the property owner is the permittee for this BLM grazing allotment and grazes the subject property in conjunction with this BLM grazing allotment. A copy of the permit for the BLM grazing allotment will be provided to the appraiser upon contract reward.

Note: BLM Grazing Allotments are not part of this appraisal assignment and must be excluded from the valuation of the subject property.

For the reader’s reference, a map showing the boundaries of the East Bald Mountain Allotment, in relation to the boundaries of the Proposed Acquisition, is shown next:

GRAZING ALLOTMENT MAP – BALD MOUNTAIN EAST ALLOTMENT

As delineated on the grazing map above, there is an existing fence between the subject property and the public lands (i.e, the BLM grazing allotment identified as East Bald Mountain) that are located directly west of the subject property. The maintenance for this existing fence, which follows the western boundary line of the subject property, is the responsibility of BLM and the authorized grazing permittee.

Proposed Acquisition (red lines with cross hatching)

Hunting Rights

BLM reports that the subject property is located within the Lassen Hunting Zone for pronghorn and X6b hunting zone for mule deer. BLM provided the following information:

These tags reportedly take 5+ years to draw for residents. The California Department of Fish and Wildlife (CDFW) allocates landowner tags who own a minimum of 640 acres. Many adjacent properties near the subject are part of this program and are allocated deer tags every year. BLM believes these tags are additional incentive for recreational land buyers since the tags are difficult to acquire. The CDFW contact for more information on this topic is Brian Ehler, 530-340-6808.

BLM has indicated the current landowner does not have landowner tags for the subject property but does participate in the landowner tag program for other parcels he holds.

The appraiser is advised to investigate and consider any potential impact on the market value, if any, of the real estate as a result of its size and location within the Lassen Hunting Zone.

Ownership

The owner contact information will be provided to the appraiser upon contract award.

Tenancies

None reported, but this must be confirmed by the appraiser.

Project Contact Information

The project contact information will be provided to the appraiser upon contract award.

Provided Subject Property Exhibits

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

1. Additional Property Information

2. Bald Mountain kmz

3. Grazing Allotment Map

4. Grazing Allotment Master Report

5. Grazing Authorization Use by Allotment Report

6. Land Surveyor Report 1

7. Land Surveyor Report 2

8. Location Map

9. Lot Line – Merger Map

10. Master Title Plat – T28NR14E

11. Master Title Plat – T29NR14E

12. Assessor’s Parcel Maps

13. Preliminary Title Report

14. Exhibit A – Full Legal Description of Acquisition

The following documents will be provided to the Contract Appraiser upon contract award:

1. Easement to Baxter Creek Irrigation District and Lassen Electric Company

2. Easement to Citizens Utilities Company of California

3. ROW to Plumas-Sierra Rural Electric Co-Operative (1)

4. ROW to Plumas-Sierra Rural Electric Co-Operative (2)

5. BLM Grazing Allotment Permit

6. Project Contact List

SECTION 2 – APPRAISAL REQUIREMENTS & INSTRUCTIONS

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP)

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

Market Value

The amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th ed. [The Appraisal Foundation, 2016), p.10]

Date of Value

The date of value is the date of the last subject property inspection, which must be no later than 30 calendar days prior to the submission of the initial appraisal report, unless the AVSO Review Appraiser approves in advance and in writing.

Extraordinary Assumptions (EA’s)

None. If the appraiser determines that extraordinary assumptions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s)

None. If the appraiser determines that hypothetical conditions are necessary, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s)

Note that the definition of market value includes reference to a reasonable exposure time. USPAP’s SR 1- 2 (c) (iv) requires that “When reasonable exposure time is a component of the definition for the value opinion being developed, the appraiser must also develop an opinion of reasonable exposure time linked to that value opinion.” However, UASFLA 4.2.1.2 states, “Appraisers should not link an opinion of market value made for federal acquisition purposes to a specific exposure time. This jurisdictional exception is required for appraisals applying the federal definition of market value.” In order to be consistent with UASFLA the appraiser is instructed to employ a Jurisdictional Exception and not develop an estimate of exposure time. The regulations requiring the exception to USPAP SR 1-2 (c) (iv) should be cited as UASFLA 4.2.1.2 and 49 C.F.R, Part 24.103. Any other jurisdictional exceptions require approval from the AVSO Review Appraiser.

Placement in Report

The appraiser must clearly identify all Extraordinary Assumptions and Hypothetical Conditions wherever the final opinion of value is stated, including the Letter of Transmittal and the Summary of Salient Facts, and General Assumptions and Limiting Conditions.

As required by USPAP, the appraiser must include a statement that the use of any Extraordinary Assumptions and Hypothetical Conditions might have affected the assignment results.

Jurisdictional Exceptions, other than the approved one regarding exposure time, must also be disclosed in the same manner as directed above for Extraordinary Assumptions and Hypothetical Conditions.

Property Inspection

The appraiser must:

1. Inspect the subject property and all the market properties used in direct comparison, unless the AVSO Review Appraiser has approved other conditions in writing.

2. Notify in advance both the BLM Realty Specialist and AVSO Review Appraiser when the property inspection will occur (contact information will be provided upon contract award).

For this appraisal (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 designated 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, page 58)]

Pre-Work Meeting

The appraiser may need to coordinate a pre-work meeting with the assigned AVSO Review Appraiser, the agency BLM Realty Specialist and/or other agency representatives or interested parties.

If any significant items of concern are observed during the property inspection, from aerial photographs, or other materials researched during the appraisal process, then the appraiser must contact the AVSO Review Appraiser before continuing with the appraisal assignment.

Controversies/Issues

No controversies or extraordinary issues are anticipated for the appraisal assignment. Should the appraiser identify controversies or issues during the course of assignment, he/she must immediately notify the AVSO Review Appraiser.

Legal instructions

None. Should the appraiser require legal instruction during the course of the assignment, he/she must immediately notify the AVSO Review Appraiser.

Special Appraisal Instructions

1. The appraiser must deliver an appraisal report that complies with both USPAP 2020-2023 and UASFLA 6th Edition. Further, the appraisal report must conform to the sequence and content outlined in UASFLA 6th Edition, Appendix A (Pages 208-212; Appraisal Report Documentation Checklist) and Appendix C (Page 215-216; Recommended Appraisal Report Format for Partial Acquisitions).

2. AVSO is the appraiser’s sole client. The appraiser may not communicate assignment results to any party except AVSO until authorized to do so in writing by AVSO.

3. Any communication (verbal or written) with the Client Agency BLM Realty Contact and/or the Property Owner shall include the assigned AVSO Review Appraiser.

4. If the appraiser encounters any obstacles that are outside the normal appraisal process as directed in the SOW, the AVSO Review Appraiser is to be contacted immediately

General Appraisal Requirements & Instructions

1. The appraiser must have training and experience in appraising property similar to the property involved in this appraisal assignment pursuant to the UASFLA.

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

3. The appraiser must have completed the education or taken the necessary steps to conduct an appraisal in full compliance with the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Edition.

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 exceeds the requirements for an Appraisal Report under Standard 2 of

USPAP.

4. The AVSO Statement of Work (SOW) and other assignment instructions must be included within the Addenda to the appraisal report.

5. The appraiser must appraise the subject property in its “As Is” condition unless authorized in writing by the AVSO Review Appraiser to do otherwise, or as noted via the Extraordinary Assumptions and Hypothetical Conditions.

6. The preferred method of adjusting comparable data is through the application of well supported quantitative adjustments (percentage, $/acre, etc.). Quantitative adjustments without market support are unacceptable.

Qualitative adjustments (similar, inferior, or superior) should be used when market variables cannot be quantified and/or market data is inadequate. When the appraiser applies qualitative analysis, the appraiser shall include thorough narratives for all elements of comparison to explain the appraiser’s rationale and reasoning for the differences between the comparable data and the subject property.

All adjustments, whether quantitative or qualitative, must include comprehensive discussions and 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 unacceptable.

Market support includes, but is not limited to, discussions with buyers, sellers, investors, brokers, attorneys, and title officers. The appraiser must also consider the effect of applying multiple adjustments and beware of the risk of double counting overlapping adjustment factors.

7. The opinion of market value may not be predicated upon highest and best uses that are speculative or conjectural. A highest and best use estimate requires showing reasonable probability that the land is both physically adaptable for such use and there is an economic need or demand for such use at the effective date of appraisal. Adequate support for a reasonably probable, legally permissible and physically possible use may result in multiple financially feasible uses. As such, each financially feasible use must be examined within the parameters of its supply and demand and the buying power of identified market participants to arrive at a specific maximally productive highest and best use from among the financially feasible uses. Overly broad highest and best use identification should be refined to more specific uses that generate the highest monetary return to the land. The appraiser is expected to be familiar with the different levels of market analysis (Chapter 15 – Market Analysis, The Appraisal of Real Estate, 14th Edition) and identify and apply the level of Market Analysis necessary to support the determination of a specific highest and best use. Reference to Scope of Work Rule in USPAP is made for guidance.

8. If sales to governmental entities, including sales to environmental/public interest organizations and non-profit entities with the intention of transferring the sale property to a governmental entity later, are included in the appraisal report, they are subject to extraordinary verification and treatment ensuring that these government related sales represent credible, arms-length transactions. These types of sales must be examined in accordance with the guidelines found in UASFLA Section 1.5.2.4.

9. Appraisals must not rely on trendline analysis, trendline relationships, and/or statistical regression analysis techniques to extract adjustments or “fit the sales data into central tendencies” within the sales comparison approach. Without a discussion of how each comparable sale property relates to the subject property and a statistical interpretation of the validity of the results, applying a regression analysis to a small or large sample data set is not acceptable. No trendline analysis and/or regression analysis may be employed in the appraisal without prior discussion with, and written concurrence of, the Review Appraiser.

10. Well-researched and documented Comparable Sales Sheets, Comparable Rentals Sheets, Rate of Return and/or other Market Data utilized in the appraisal is required. For instance, “Comparable Sale Write-ups” are expected to include a description of all relevant physical, legal and economic factors such as parties to the transaction (Buyer and Seller), source and method of financing, and verification by one or more parties involved in the transaction (preferably the buyer, however, the seller and/or broker involved is acceptable also).

A check list of minimally expected elements in a Comparable Sale Write-up Sheet include: Date of Sale; Buyer and Seller; Recording Information; Terms of Sale; Name and Contact Information (source name / date / email or phone number) of Person that Verified the Transaction; APN or Legal Description; Location; Access; Physical Description (consistent with market norms); Zoning; Buyer’s Motivation/Planned Use of Property; Appraiser’s Estimated Highest and Best Use; Plat Map, Photographs, Aerial Photographs (See Bullet 11 below – for “reasonable photograph size”).

11. Color ground level photographs of the subject property must be included in the appraisal report. The appraiser must personally view and provide color photographs and maps of comparable properties in the appraisal report. Color photographs, parcel maps, topography maps, and aerial maps of comparable properties must be included in the appraisal report. The appraiser must photograph any unusual property features from the ground level. Photographs must be of reasonable size helping the reader obtain a visual of the property. Photographs in the size of 2 inches x 2 inches are generally not large enough to obtain a reasonable look (understanding) of the property.

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 DOI 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, 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.

15. 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…