Sol_140D0423Q0676.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

05/15/2023 1700 ED

05/08/2023

0000000000Ann Woodall (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0423Q0676

5. SOLICITATION NUMBER

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

1 418 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

$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 US Department of the Interior, Appraisal and Valuation Services Office, requirement for market valuation and appraisal report services for Panoche Farming Company LLC ¿ SJRRP ¿ Fee Acquisition & Juan Calderon Trustee - SJRRP - Fee Title Acquisition, AVIS Project Number: R180026 & R180027, Agency Case ID: 00010490 & 00010491

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

Morgan Schickler

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

418 2 of

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

SOLICITATION/AWARD PROCEDURES

ANTICIPATED AWARD TYPE

SERVICE AND SUPPLIES

LINE-ITEM PRICING

GENERAL REQUIREMENTS

TECHNICAL QUALIFICATION FOR REQUIREMENT

FAR 52.212-2 EVALUATION OF QUOTES

SUBMISSION OF QUOTE

SUBMISSION OF QUESTIONS

STATEMENTS OF WORK

52.252-2 Clauses Incorporated by Reference (Feb 1998)

52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services

(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 (March 2023)……………………………………51

DIAR 1452.201-70 Authorities and delegations (Sep 2011)

LOCAL CLAUSES

Disclosure of Information DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP)(Sep 2017)…... 60

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)….. 63

ATTACHMENTS

RFQ: 140D0423Q0676

INSTRUCTIONS TO OFFERORS

Property Description The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) is issuing a request for quotation for the appraisal report on: Agency Case ID: 00010490 & 00010491, AVIS Number: R180026 & R180027, Case Name: Panoche Farming Company LLC – SJRRP – Fee Acquisition & Juan Calderon Trustee - SJRRP - Fee Title Acquisition.

SOLICITATION/AWARD PROCEDURES

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

ANTICIPATED AWARD TYPE

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

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

SERVICE AND SUPPLIES

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

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 145 calendar days from the date of the contract award. See Performance & Submission Requirements schedule specified in Section 3 of the SOWs.

LINE-ITEM PRICING

CLIN

No.

Description Total Price

00010 Appraisal Service – Agency Case ID: 00010490 & 00010491, AVIS Number: R180026 & R180027, Case Name: Panoche Farming Company LLC – SJRRP – Fee Acquisition & Juan Calderon Trustee - SJRRP - Fee Title Acquisition, Location: Fresno County, California

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

GENERAL REQUIREMENTS

Cover letter no more than 1 page that includes:

• Tax Identification Number (TIN)

• Unique Entity Identifier (UEI) *UEI replaced DUNS on April 4, 2022

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

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

1. State Certification

a. State Certification: The appraiser must hold a current certified general appraiser license from the State of California as demonstrated by submitting a copy of their 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.

2. Technical Acceptability

a. Experience for Assignment: Both geographical competency and technical competency will be considered. The contractor shall provide a standard Appraiser's Statement of Qualifications and a signed proposal letter that describes and attests to the following:

i. Identify years of appraisal experience as a Certified General Appraiser within California.

ii. Identify types of agricultural properties appraised in the San Joaquin Valley, California or in similar areas

iii. Provide a brief description or list of at least three (3) appraisal assignments for similar land in California within the past five years. The description should identify the client, location, acreage, date of report, property use, and property interest appraised, such as, fee interest, partial acquisition, easement, or water rights and the client. The appraiser must state they have completed the education or necessary steps taken to conduct an appraisal in full compliance with the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Edition (UASFLA).

iv. A designation from a recognized professional appraisal organization or other relevant professional organizations will be considered but is not required please submit documentation of the same.

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and copy of license or permit must be provided for everyone. Those qualifications will be considered in the evaluation of proposals, with emphasis on professional designations and license, years of appraisal experience, and extend of education applicable to the appraisal of rural real estate. An expanded description of these qualifications for any key associates is recommended and may be included in the proposal. Sub-contracting of this assignment is not permissible.

3. Past Performance

a. Submit a list of UASFLA compliant projects for all federal agencies that you have performed in the last five years that contains the property type, general location, agency, and client contact information.

b. Submission of a sample comparable sale write up for an improved agricultural orchard property will be considered but is not required.

4. Delivery / Inspection Date The target date for the initial appraisal report is 90 days from the award of the contract. If the target dates are not achievable, then the contractor may provide alternative delivery dates up to 120 days and the reason for the later delivery.

Early delivery is preferable.

5. Price Quote

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

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

EVALUATION OF QUOTATIONS:

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

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

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

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

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

(End of provision)

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

• All offerors are required to have an active Unique Entity Identifier (UEI) and be registered in www.SAM.gov prior to submission of quotation. **Note, the UEI replaced the DUNS number on April 4, 2022.

http://www.sam.gov/

**SUBMISSION OF INTENT**

The Contractor is requested to notify Ann T. Woodall, Contract Specialist (CS), via email at ann_woodall@ibc.doi.gov and Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, of their intent to submit a quote on this order on or before 5pm Eastern Standard Time, May 9, 2023.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5pm Eastern Standard Time, May 11, 2023. All submissions shall reference “Quote – 140D0423Q0676 and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Ann T. Woodall, Contract Specialist, via email at ann_woodall@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5pm Eastern Standard Time, May 15, 2023. All submissions shall reference “Quote – 140D0423Q0676” and include in the subject line.

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mailto:ann_woodall@ibc.doi.gov

STATEMENT OF WORK (SOW)

Agency Case ID: 00010490 AVIS Number: R180026 Appraiser Instructions

1. Submit your contract response (bid package) for this appraisal assignment to the referenced email address provided with the solicitation. Please provide any questions to the same email address.

2. The contracting officer will provide contact information for the property owner and the Appraisal and Valuation

Services Office review appraiser for this appraisal assignment with the contract award.

3. To participate in the bidding process the appraiser must have the ability to complete the requested appraisal services compliant with the Uniform Appraisal Standards for Federal Land Acquisition 2016 (UASFLA).

4. This SOW is a guide to the appraiser to help identify the appraisal problem. It is not intended to limit the scope of appraisal investigations or bias the independent judgment or value opinions of the appraiser.

5. This appraisal assignment is bundled with another assignment Case No. 00010491. The selected appraiser must have education and experience to competently complete both appraisals in the bundled request.

SECTION 1 – Subject Identification & General Information Identification

Case Name: Panoche Farming Company LLC – SJRRP – Fee Acquisition Location: South side of the San Joaquin River and the west side of San Mateo Avenue, north of Highway

180, three miles northeast of Mendota, Fresno County, California.

Subject Acreage: 155.69 acres.

Total owned acreage based on information from various sources is about 1,054.07 acres. Fresno County public information often is slightly different than Bureau of Reclamation (BOR) official surveys. A BOR survey is available, AVSO requests the appraiser utilize descriptions and figures contain herein for the subject property.

Property Type: Irrigated cropland developed to mixed use permanent plantings.

Case Type: Fee acquisition of 155.69 acres.

Client The selected appraiser’s client is the U.S. Department of the Interior, Appraisal and Valuation Services Office.

Other Intended Users

The other intended user is the California Great Basin Region of the United States Department of Interior Bureau of Reclamation representing the United States of America.

Intended Use The appraisal will be utilized to assist in negotiating acquisition of the described subject property (155.69 acres). It is not intended for any other use.

Project Description

The property to be acquired is planned for use as part of the San Joaquin River Restoration Program Mendota Pool Bypass and Reach 2b Improvements Project. Levees are proposed to be constructed to channel flows across the proposed acquisition area. A complete description of this portion of the program can be found at:

http://www.restoresjr.net/projects/restoration/2b-and-mendota- reach-bypass/ .

Property Description The suggested access route to the subject property begins at the intersection of State Highway 33 and State Highway 180 (Hwy 180) in the community of Mendota, California. From there travel southeasterly on Hwy 180 as highlighted in red above approximately 5.1 miles to the intersection with North San Mateo Avenue. Turn left and travel about 2.6 miles to the southeast corner of the subject property. The route is marked in the following exhibit.

http://www.restoresjr.net/projects/restoration/2b-and-mendota-reach-bypass/

Loc ation and Ac c ess Rou te Google Earth Aerial Ex h ib it

The subject property is located on the south side of the San Joaquin River, north of Highway 180 and east- northeast of Mendota in Fresno County, California. The proposed acquisition area is irregularly shaped and consists of 155.69 acres of mixed-use irrigated agricultural farmland that is developed to pistachio orchards with a minor block of palm trees and minor open space (riparian lands). The total acreage with proximity under same ownership name comprises 1,054.07 acres.

The subject property is outlined in light blue and the total ownership acreages is outlined in orange on the Location and Access Route exhibit above. Please see larger parcel discussion later in this statement of work. Improvements within the proposed acquisition area include five groundwater wells, ditches, drains, irrigation system, field roads, electrical utility infrastructure, and permanent plantings comprising mostly of pistachio orchards with a minor block of palm trees, and a small related agricultural building but no significant structures or residential dwellings.

There are five existing irrigation wells identified as wells BF-1 through BF-5 labeled on the well location exhibit later in the SOW, reportedly supply water conveyed for different purposes. Owner representatives state wells BF-1 and BF-2 supply water for irrigating the Panoche Farming Company LLC orchards (Panoche Farming), and the adjoining Juan Calderon Trustee (a.k.a. Baker Trust) orchards, and occasionally supply the Mendota Pool Group (MPG). Wells BF-3 through BF-5 are stated to supply water to the MPG. All real property well components, irrigation system, pipelines, and appurtenances located on the 155.69-acre subject property are proposed to be acquired as part of the fee acquisition. Any components of said irrigation system or utility facilities which the appraiser identifies as personal property must still be described but excluded from valuation in compliance with UASFLA Section 4.6.2.3.

A complete description of the permanent plantings and production records is expected as part of the appraisal. This and other expectations for report contents are identified in the report format outline, a copy of which is included in this SOW as an exhibit attachment labeled “Appraisal Report Outline”.

The irrigation wells infrastructure supports 1) irrigated agriculture on the subject property (Panoche); a supply of water to Juan Calderon Trustee (a.k.a. Baker Trust) holdings adjoining the subject property and 3) water transfer with the MPG. Per information contained in an owner provided document, Panoche Farming leases and maintains the existing orchards on the Juan Calderon Trustee property. The lease document will be provided to the selected appraiser which also states both entities are operated as a single agricultural production.

The acquisition area is comprised from portions of three Fresno County Assessor’s Parcels and a swamp and overflow area identified by document reference. *Please note that the acreage reported on the Fresno County Assessor’s Parcel Map page and those estimated by the USBR surveyor do not match. The “Reclamation Exception” exhibit forwards the following figures based on survey to be relied on in the appraisal. Total acres could be greater if the appraisal determines the larger parcel is greater in size inclusive of land area in addition to parcels in the table below.

Total

Fee Acquisition

APN Acres Acres 013-020-24S 157.61 113.98 013-030-40S 209.92 38.69 013-040-14S 1.70 1.70 Swamp and Overflow 1.30 1.32

Total Acreage Impacted

370.53*

155.69

*The Swamp and Overflow area is identified on USBR maps to be within the subject property, but not within an Assessor’s Parcel, per Fresno County Instrument No. 90125594

Partial BOR Survey Exhibit Cropped Subject Acquisition Area

San Mateo Road legally terminates at the southern subj ect boundary, but physically extends northerly forming the ownership boundary separating the two separately owned, but jointly operated agricultural properties. U tility facilities located on the subject property (Panoche Farming) are situated westerly of this roadway and for the most part those involved with Juan Calderon Trustee orchard are situated east of the roadway. The roadway itself is maintained and shared, therefore, at least partly a contributing improvement to the subject property. Additional descriptions about the various sources of irrigation water benefitting the subj ect start in the next paragraph.

The selected appraiser is responsible for independently verifying the quality, condition, and quantity of all real property improvements on the subject property sufficiently in compliance with appraisal standards. An extensive analysis and description of water conveyance system and capacities as improved is required by the client. I f excess water production exist it should be conspicuously stated separately in addition to its contributory value if any to the whole real property in the appraisal.

The property is within the boundaries of Farmers Water District (FWD), a public agency of the State of California.

Please see a later exhibit for visual outline of the boundaries. It is reported that the Farmers Water District pumps groundwater for irrigation use by its member landowners on land within the district’s boundaries, and for transfer and exchange through the Mendota Pool for transfer to lands owned by Panoche Farms within other water district through the integrated water conveyance system which Mendota Pool distributes to, further discussion later. Farmers Water District (FWD), an irrigation district, is stated owner of a supply/drain component transporting water across the subject property, located outside the subject acquisition area, therefore will also transport water across the subject property in the after condition. Representatives of Panoche Farming indicate the subject property is entitled to receive water from FWD. According to the manager of FWD, members receive their proportionate share of the extracted water based on their respective irrigable acres in FWD. FWD apparatuses on the proposed remainder property do not appear to be permitted by conspicuous recorded easements or ground leases, therefore, no FWD related legal description documentation is available to provide with this statement of work. The appraisal must describe the successful or unsuccessful investigative efforts to gather evidence supporting contribution if any to market value of the real property from this water source.

California Sustainable Groundwater Management Act (SGMA): The management of the FWD groundwater basin is underway with studies and proposals available at the following link https://www.farmerswd.com/_files/ugd/638e4a_d46ca0fd4dd54b3c977a14aaa88fcfd8.pdf.

Consideration of SGMA influence on the market and the subject is expected in the description, discussion, and analysis of the subject property and if applicable the comparable sales. Specifically, the appraisal should consider how SGMA in the short-term future influences acre- feet per acre annual irrigation water capacity from groundwater wells. It is worth noting ownership representatives indicate that participation in the Mendota Pool Group is required to benefit from extracted irrigation water within Farmer Water District.

Mendota Pool Group (MPG) The MPG is an 11-member unincorporated association of farmers located in the San Joaquin Valley. The group has members located in the San Luis Canal (SLC) service area of San Luis Water District (SLWD) and Westlands Water District (WWD) with approximately 50,000 acres of historically irrigated farmland. The MPG also has members located near Mendota Pool in WWD and Farmers Water District (FWD) with approximately 65 groundwater wells. These lands are not adjacent to the Mendota Pool and depend on deliveries from the SLC for irrigation water. There are limited other regularly reliable and affordable supplemental sources of surface water that can be used for these lands. More information is available through the following link:

https://www.usbr.gov/mp/nepa/includes/documentShow.php?Doc_ID=41117 .

This section is included to assist the potential quoter’s understanding of how the water extracted from irrigation wells proposed to be acquired are currently utilized.

A thorough understanding, description, and evaluation of available water from all sources to determine any damages that may be associated with loss of available water for transfer due to a reduction in the FWD allocation which is based on acres of individual ownership within the District is required by the selected appraiser for participation in this appraisal.

http://www.farmerswd.com/_files/ugd/638e4a_d46ca0fd4dd54b3c977a14aaa88fcfd8.pdf https://www.usbr.gov/mp/nepa/includes/documentShow.php?Doc_ID=41117

The following exhibit is intended to assist with visual representation of the discussion above and throughout this statement of work. The area on the map located between the top and bottom black lines are proposed for Federal acquisition and eventual reconstruction with levees in the location of the black lines. The various shaded ownerships represent members of the Farmers Water District. This information could be useful as well for describing either cost to cure damages or identifying any possible damages in the after-condition appraisal as required by UASFLA

4.6.2. Relocation cost have not been provided however relocation of the existing infrastructure within the take and necessary to keep the remainder within agricultural production and to allow for future transfer of MPG water is proposed by the agency.

Project Well Location / Proposed Re -location Exhibit

SJ RRP

A small structural agricultural improvement associated with the irrigation system is reported to be in the acquisition area. No residential dwellings are reported in the acquisition area. The property is improved with underground irrigation wells/ pipelines, and drainage ditches. Table 3-1 “Summary of MPG Well Construction” below was found during research and included for basic well improvement information only, see BF-1 through BF-5. The property is improved to permanent tree plantings, mostly pistachios orchard but minor palm tree block and associated irrigation systems. A thorough site inspection and detailed inventory and qualification of improvements is required in this assignment, including but not limited to number and spacing of permanent plantings, number and capacity of wells, pumps, and all irrigation apparatuses. Where possible, a contributory valuation of improvements (in place) is needed in both the before and after appraisals. The itemized depreciated cost is necessary for acquisition negotiations. Additionally, salvage value for irrigation components (pumps, valves, lines, or pipes, etal) above the surface is needed. If any irrigation components are identified as personal property, only the salvage value for personal property is applicable in the appraisal. The after-condition appraisal of the remainder could involve a cost to cure analysis that considers comparative deficiency reflecting any diminished irrigation capacity to the reminder.

Appendix D, Page 54, Final EIS/EIR Mendota Pool Group 20 -Y ear Exc h ange Program Sou rc e - h ttp s: / / w w w . u sb r. gov / m p / nep a/ inc lu d es/ d oc u m entSh ow . p h p ? Doc _ ID= 4 1114

Legal Description The legal description of the proposed acquisition area for this appraisal copied from the signed legal survey provided by BOR and Exhibits “A” and “B” of the draft general warranty deed attached to this statement of work follows.

RFQ: 140D0423Q0676

http://www.usbr.gov/mp/nepa/includes/documentShow.php?Doc_ID=41114

Property Interest The property interest to be appraised is the fee simple estate subject to existing encumbrances and reservations of record.

More specifically, property interest in the parcels of land as described in the preceding Legal Description section, along with all real property water rights including but not limited to surface, subsurface groundwater rights; surface and subsurface mineral rights of any sort; and other rights as stated in the attached draft “General Warranty Deed” attached to this statement of work.

The Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) compliant appraisal in the before condition will value fee interest subject to existing encumbrances of record. In the after condition, a UASFLA compliant appraisal will value the same rights for the larger parcel minus those involved in the proposed acquisition area.

A mineral report is attached. The USBR has stated mineral rights are mostly reserved by others. A mineral evaluation is attached. The Division of Minerals Evaluation prepared a document to address the status of any viable minerals that may be present on the property described in this SOW. The mineral preview discloses that aggregate sand pits associated with river frontage have occurred and could similarly be associated with the subject property. The appraiser is expected to investigate the history of mineral extraction with the property owner and identify the extent of valuation process necessary to reflect the market considerations. If the appraiser discovers a valuation issue beyond initial expectations, the AVSO review appraiser is to be notified so the scope of the work can be appropriately expanded.

If any of the property considered in this appraisal assignment is under a Williamson Act contract, a statement must be included in the appraisal document indicating what impact, if any, the contract has on the values presented in the report.

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 The preliminary title report amended last in November 2021 is attached to this statement of work. The identified documents, conditions, agreements, easements and/or encumbrances must be considered and discussed in the appraisal report in relation to their impact on value. In addition, the appraiser is expected to investigate for additional, or incorrect, encumbrances on the property.

Reservations The current property owner is reserving no real property rights in the proposed acquisition area.

Personal Property:

Any irrigation components identified as personal property must be described and listed in the appraisal, but typically, no personal property is valued in a UASFLA compliant appraisal. If there are any concerns or questions about personal property during the assignment, please contact the AVSO review appraiser.

Property Access Physical: The property has physical access from North San Mateo Avenue.

Legal: The property has legal access from the road frontage.

Property Ownership Map (POM) © 2022 Digital Map Products. All Rights Reserved.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

Please see the Property Ownership Map exhibit preceding this discussion for ownership parcel identifications.

Subject and other ownership parcels sharing proximity features are listed in the table below. Additional property held by Panoche Farming LLC that exist elsewhere is not listed.

Point on Map APN BOR/County Composite Areas

1 013-020-24S 157.61 2 013-030-32S 206.26 3 013-030-33S 456.13 4 013-040-40S 209.92 5 013-030-41S 22.15 6 013-040-14S 2.00

Total Proximity Acreage 1,054.07 acres

The appraiser must conduct independent verification and include the most recent vesting deed in the appraisal if determined to be different than the one provided with the award.

The appraiser must conduct all research necessary for a well-supported larger parcel conclusion consistent with UASFLA sections 1.2.7.3.1, 1.4.6, and 2.3.3.1.2. Upon completion of the highest and best use and the larger parcel analysis sections of the report, the appraiser will notify the AVSO review appraiser and forward those sections for discussion prior to finalizing the rest of the appraisal.

Environmental Conditions There are no known detrimental environmental conditions.

Property Owner Several interrelated transfers by family members and their businesses have occurred recently. According to the ownership representative, the current property owner of the underlying fee interest of the subject property is Panoche Farming Company LLC, a California limited liability company.

A preliminary title report will be provided with the award that list the ownership as follows: Barry S. Baker, a married man as his separate property and Byron R. Baker, a married man as his separate property, as subject to exceptions no. 25 and 26.

Exceptions Nos. 25 and 26 reference transfer deeds to Panoche which are uninsured according to the title company, so they are restrained from listing Panoche as owners. The exceptions follow:

25. The effect of a deed dated May 13, 2021, executed by BYRON R. BAKER, A MARRIED MAN AS HIS SEPARATE PROPERTY, as Grantor, to PANOCHE FARMING COMPANY, LLC, a California limited liability company, AS TO AN UNDIVIDED 1/2 INTEREST, AS TENANTS IN COMMON, as Grantee, recorded June 28, 2021, as INSTRUMENT NO. 2021- 0104479 of Official Records.

The Company must obtain and review the following documents before considering vesting title in the named Grantee:

A. An Uninsured Deed Declaration executed by the Grantor and notarized by a notary approved by the Company B. A confidential Statement of Information, completed by the Grantor

Once the Uninsured Deed Declaration and Statement of Information are received and reviewed, the Company may have additional requirements.

26. The effect of a deed dated July 23, 2021, executed by BARRY S. BAKER, A MARRIED MAN AS HIS SEPARATE PROPERTY, as Grantor, to PANOCHE FARMING COMPANY, LLC, a California limited liability company, AS TO AN UNDIVIDED 1/2 INTEREST, AS TENANTS IN COMMON, as Grantee, recorded July 28, 2021, as INSTRUMENT NO. 2021- 0121907 of Official Records.

The Company must obtain and review the following documents before considering vesting title in the named Grantee:

A. An Uninsured Deed Declaration executed by the Grantor and notarized by a notary approved by the Company B. A confidential Statement of Information, completed by the Grantor

Once the Uninsured Deed Declaration and Statement of Information are received and reviewed, the Company may have additional requirements.

Other historical inter-family transfers have occurred recently according to documents to be provided with this statement of work. The appraisal must detail any other activity within the last ten years. Copies of the documents are included in the SOW as addenda attachments. A reporting of the subject sales history is required per UASFLA 1.3.1.5.

Tenant Leases There are no known tenant leases encumbering the subject. An attachment labeled Farming Lease – 00010490, describes a lease encumbering the adjoining property held by the subject’s ownership. The document was reviewed and contains information about operation and management of the subject which could benefit the appraisal.

Provided Subject Property Exhibits

The following subject property exhibits will be provided as attachments to the solicitation:

1. PTR_R180026

2. Exceptions Map_R180026

3. Legal Description_R180026

4. Parcel Maps_R180026

5. Vesting Deeds_R180026

6. Well Labels_R180026

7. AccessRoute_R180026

8. Warranty Deed_R180026

The following additional exhibits will be provided only to the winning bidder after contract award:

A. HistoricPTR & RefDocs_R180026 B. Project Contact Information_R180026

C. PIC_R180026

D. Historic Deeds_R180026 E. Original Contract_R180026 F. Draft Relo_R180026 G. Appraisal Report Outline H. UASFLA Checklist I. DME Document R180026 J. Lease_R180026

SECTION 2 – Appraisal Requirements & Instructions Appraisal Standards The appraisal must conform to the following appraisal standards:

• Uniform Standards of Professional Appraisal Practice (USPAP), 2018-2019 edition

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA), 6th Edition

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 the appraisal, 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 compelled to buy or sell, giving due consideration to all available economic uses of the property. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition, Section 1.2.4, page 10.]

Date of Value The date of value is the date of the last property inspection, which must be within 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

No extraordinary assumptions are authorized for this appraisal. If the appraiser determines that any additional extraordinary assumption is necessary, he/she must contact the AVSO review appraiser for prior written approval.

If a subsequent use of an extraordinary assumption is approved, the appraisal must note that it may have affected assignment results.

Hypothetical Conditions None. If a subsequent use of a hypothetical condition is approved, the appraisal must note that it may have affected assignment results.

Jurisdictional Exceptions The definition of value describes exposure time as “reasonable.” 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 the 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.

Legal Instructions None.

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 primary appraiser must inspect the subject property and all the market properties used in the analysis, unless the AVSO review appraiser has approved other conditions in writing.

The appraiser must give the property owner, or the owner’s designated representative, an opportunity to accompany the appraiser during the property inspection, and the results of such offer must be stated in the appraisal report certification. [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, pages 58)].

Prior to the property inspection, the appraiser must notify the USBR realty specialist and AVSO review appraiser of the time, as they may wish to accompany the appraiser on the inspection. Due to statewide pandemic conditions, in this instance, the AVSO review appraiser does not expect to accompany the appraiser on the initial property inspection, but official decision will occur when notified as instructed.

Pre-Appraisal Meeting The appraiser will be required to attend a pre-work meeting with the assigned AVSO review appraiser, the USBR realty specialist or other bureau representative, and other interested parties. The AVSO review appraiser will coordinate the date and time of the pre-appraisal meeting. At the discretion of the AVSO review appraiser, the pre-appraisal meeting may be conducted telephonically or at the subject property in conjunction with the property inspection.

If any significant items of concern are observed during the property inspection, from aerial photographs, or from other materials researched during the appraisal process that were not discussed in the pre-appraisal meeting, the appraiser must contact the AVSO review appraiser before continuing with the appraisal assignment.

Controversies/Issues Irrigation District: The subject property as described is located within Farmers Water District (FWD) and the subject owners’ and FWD manager during a recent meeting said the subject is entitled to receive groundwater from FWD. According to the manager of Farmers Water District, members receive their proportionate share of the extracted water based on their respective irrigable acres in FWD as a ratio of the total members combined irrigated acreage within FWD. The members in the District may choose to utilize this surface water right to irrigate their crops or supplement it with ground water that they have developed separately. They then may choose to forgo utilizing their proportionate share of FWD water and make that water available for transfer through the Mendota Pool Group exchange agreement or other agreements negotiated with other parties to receive and utilize the water for agricultural purposes. Annual permitted groundwater extractions fluctuate are not static or consistent within the district. Annual FWD allotment is further complicated predicated upon a complex formula that involve acres of ownership within the FWD and also involves in part availability of transfer capacity and need for water to exchange from the Central Valley Water Project, exchange contractors or others that make or take deliveries from the Mendota Pool The appraisal must describe the successful or unsuccessful investigative efforts to gather evidence supporting any contribution if any to market value of the real property from this water source or the damages associated with a proportional loss of land within the District and thus access to water for use on lands under ownership in other water Districts.

California Sustainable Groundwater Management Act (SGMA): The management of the FWD groundwater basin is underway with studies and proposals available at the following link https://www.farmerswd.com/_files/ugd/638e4a_d46ca0fd4dd54b3c977a14aaa88fcfd8.pdf.

Consideration of SGMA influence on the market and the subject is expected in the description, discussion, and analysis of the subject property and if applicable the comparable sales. Specifically, the appraisal should consider how SGMA in the short-term future influences acre- feet per acre annual irrigation water capacity from groundwater wells.

Project Influence: The San Joaquin River Restoration Program is a project that requires property acquisition at numerous locations for facility construction and project impacts. The influence on the market, including on sales prices, must be excluded in the before condition valuation. The sales confirmation process should include specific inquiry regarding the potential for this influence on prices and this should be reported on the sales sheet.

Mineral Evaluation: The AVSO Division of Mineral Evaluation notes that sand and gravel extraction has occurred on property in the vicinity of the subject and a commodity valuation, or a full evaluation, could be necessary.

The appraiser is directed to consider the mineral estate in the analysis of the property. If mineral inventory and extraction is an influence on the highest and best use of the property and would contribute above agricultural land value, the review appraiser should be contacted and plans for an appropriate analysis will be made.

Complexity: The parsing of the property interest will require a level of diligence and research for market data to develop opinions of the contributory value of improvements to the whole property as well to properly support exclusion of any personal property. Care should be taken that the appropriate data be investigated to arrive at supported conclusions. If specific market transaction data is not available to support the appraiser’s opinion, a complete description of the investigation conducted and reasoning to reach that conclusion is required.

Should the appraiser identify additional controversies or issues during the assignment that were not previously discussed with the AVSO review appraiser, the appraiser must immediately notify the AVSO review appraiser before proceeding with the assignment.

Special Appraisal Instructions

1. As previously noted in the controversies/issues section of this SOW, the requested appraisal is complex and analysis to develop conclusions to contributory rates for portions of the property has been made. Please include enough support for the required analysis that can be understood, and confirmed in the case of market data, in the report.

2. As a production agriculture property, the subject is expected to be adequately described and a Report Outline Format has been created for SJRRP cases to help facilitate this occurrence. Please reference the outline, included as an exhibit attachment, in the development of your appraisal. The report prepared under this SOW MUST follow the outline the “Suggested Appraisal Report Outline - 00010490 which is included in this SOW as an exhibit attachment.

3. Even though communication is encouraged with the USBR, only the AVSO review appraiser can modify appraisal instructions. Any modifications must be in writing.

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

5. Any communication (verbal or written) that the appraiser transmits to a USBR representative, must include the AVSO review appraiser.

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 within the addenda to the appraisal report.

3. All appraisals complying with UASFLA must conform to the sequence and content outlined in UASFLA, Appendix A, B, C and D).

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 appraisal report content should rely on the “UASFLA Checklist” provided by AVSO.

6. The appraiser must appraise the subject property in its “as is” condition unless authorized in writing by the

AVSO review appraiser to do otherwise.

7. Color photographs and maps of comparable properties shall be included in the appraisal report. AVSO will accept aerial photographs for comparable properties unless the aerial photographs do not accurately represent the property as of the date of inspection. The appraiser must photograph any unusual property features from the ground.

8. 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.

9. 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.

10. AVSO will not normally accept custody of confidential information. Should appraiser find it necessary to rely on confidential information, he/she will contact the AVSO review appraiser for instructions. The review appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

11. 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.

12. When the appraiser has performed any services regarding the subject property within the three prior years, he/she must disclose this in the bid proposal.

SECTION 3 – Performance & Submission Requirements

The appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO review appraiser. Attachment 3 of the contract award will identify the AVSO review appraiser and his/her contact information.

The Target Period of Performance for the delivery of the initial appraisal report to the AVSO review appraiser is 90 calendar days from the date of award.