Sol_140D0423Q0772.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

D55

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

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

06/21/2023 1700 ED

06/14/2023

703-914-3712Irma Nanatovich (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0423Q0772

5. SOLICITATION NUMBER

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

1 37 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Herndon VA 20170

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

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

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$9.5

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

Interior Business Center, AQD

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The U.S. Department of the Interior, Appraisal and Valuation Services office, requirement for market valuation and appraisal report services for AVIS Case Number: #00215051, AVSO Case ID:

#23-087_AA-5976_Skonberg, AVSO Contract Name:

KCG_23_1, Chignik Lagoon, Alaska.

(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

37 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

SOLICITATION/AWARD PROCEDURES

ANTICIPATED AWARD TYPE…………………………………………………………………….4

SERVICE AND SUPPLIES………………………………………………………………………….4

DELIVERY/PERIOD OF PERFORMANCE

LINE-ITEM PRICING

GENERAL REQUIREMENTS

TECHNICAL QUALIFICATION FOR REQUIREMENT

FAR 52.212-2 EVALUATION OF QUOTES

SUBMISSION OF QUESTIONS

SUBMISSION OF INTENT ………………………………………………………………………….6

SUBMISSION OF QUOTE……………………………………………………………………………6

STATEMENTS OF WORK

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)…..………………15 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 (June 2023)

LOCAL CLAUSES

Disclosure of Information…………………………………………………………………………….22

DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Sep 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)………………………24 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)………………………………………………………………………………………………26

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: KCG_23_1.

1. AVIS Case Number: 00215051, AVSO Case ID: #23-087_AA-5976_Skonberg, Case Name: KCG_23_1, Chignik

Lagoon, Alaska, Acreage: 159.98 acres, more or less, Property Type: Vacant parcel in/near Chignik Lagoon, Alaska, Case Type: Acquisition, Intended Users: The appraisal report will be used by the client (U.S. Department of Interior, Appraisal and Valuation Services Office-Alaska) on behalf of the Bureau of Indian Affairs (BIA), Alaska, and Landowner, Intended Use: For use by the BIA Alaska regional Office for Advertised or Negotiated Sale purposes. It is not intended for any other use. The purpose of this appraisal is to have the Appraiser provide an opinion of supported Market Value of the subject per this Statement-of-Work (SOW) instructions as a part of the assignment.

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 (SOW) (Attached).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 165 days from the date of award. See Requirement Deliverable/Task Schedule specified in Section 3 of the SOW.

LINE-ITEM PRICING

CLIN

No.

Appraisal Service Description Total Price

00010 AVIS Case Number: #00215051, AVSO Case ID: #23-

087_AA-5976_Skonberg, AVSO Contract Name: KCG_23_1

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)

• Dun & Bradstreet Number (DUNS)

• Unique Entity Identifier (UEI) *UEI replaces 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:

Factor A: TECHNICAL QUALIFICATIONS

1. State Certification: The appraiser must hold a valid license as a Certified General Appraiser by the State of Alaska as demonstrated by a copy of the State Licensing Certificate; a temporary practice permit for the State of Alaska is not sufficient. Historically, appraisers who are certified in Alaska and currently perform appraisals in Alaska provide a higher quality appraisal product than those who do not.

2. Technical Acceptability:

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

1. Please provide a summary of your years of experience appraising vacant and improved agricultural use tracts and improved rural residential tracts similar to the subject tracts within the general market area, and/or similar market areas, to include site size range and improvement types.

2. Please provide a summary of your years of experience appraising lands under USPAP guidelines. If none, please state such.

b. Qualifications of Associate Appraisers: Sub-contracting of this assignment is not permissible. Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and a copy of their license or permit must be provided.

c. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO Reviewer is within 120 days from the date of engagement. Earlier delivery is preferable and will be given consideration but is not a requirement.

Factor B - PAST PERFORMANCE

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

b. Submit a list of at least two (2) of the most recent appraisal reports completed for recreational land with or without improvements within the general market area or similar market areas. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

Factor C - Price Quote

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

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 Experience/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 replaces the DUNS number on April 4, 2022.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM Eastern Standard Time (EST), June 17, 2023. All submissions shall reference “Quote - 140D0423Q0772” and include in the subject line.

SUBMISSION OF INTENT

The Contractor is requested to notify Irma Nanatovich, Contract Specialist, irma_nanatovich@ibc.doi.gov and Morgan Schickler, Contracting Officer, morgan_schickler@ibc.doi.gov, via email, of their intent to submit a quote on this order on or before 5:00 PM EST, June 17, 2023.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and cc Morgan Schickler, Contracting Officer, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM EST, June 21, 2023. All submissions shall reference “Quote - 140D0423Q0772” and include in the subject line.

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http://www.sam.gov/ http://www.sam.gov/ mailto:irma_nanatovich@ibc.doi.gov mailto:morgan_schickler@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:morgan_schickler@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:morgan_schickler@ibc.doi.gov

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office (AVSO) - West Region - Alaska

AVSO Contract Name: KCG_23_1

AVSO Case ID: #23-087_AA-5976_Skonberg

AVIS Case Number: #00215051

SECTION 1 – Subject Identification & General Information

Identification

Case ID: 23-087_AA-5976_Skonberg

Legal Description: Tract in Section(s) 7/12-T44S-R58/59W, Seward Meridian, US Survey

11263. (Appraisal Request will provide detailed characteristics, maps, and location of subject property).

Lat/Lon: 56°23'20.551"N/158°29'40.785"W

Acreage: 159.98 acres, more or less.

Property Type: Native Allotment

Transaction: Advertised or Negotiated Sale

Client

The Department of Interior-Appraisal Valuation Services Office (AVSO).

Intended Users

The US Department of Interior-Appraisal & Valuation Services OfficeAlaska (DOI-AVSO-AK) on behalf of the Bureau of Indian Affairs (BIA), Alaska, and Landowner.

Intended Use For use by the BIA Alaska Regional Office for Advertised or Negotiated Sale purposes. It is not intended for any other use. The purpose of this appraisal is to have the Appraiser provide an opinion of supported Market Value of the subject per this Statement-of-Work (SOW) instructions as a part of the assignment.

Property Description: The subject will be appraised as a/an vacant / improved parcel in/near Chignik Lagoon, Alaska. It is a Native Allotment held in restricted status by the United States of America for the landowners as per the BIA-Title Status Report. Any structural improvements located on the Subject property will be valued accordingly as real estate.

Property I.D.: Native Allotment AA-5976

Land Area: 159.98 acres, more or less.

Property Interest: Fee Simple Estate subject for the surface and subsurface, subject to the exceptions indicated in the BIA - Title Status Report and Reservations, if any. See Outstanding Rights section below.

The subject property shall be considered as if held in “fee simple” estate, subject to existing encumbrances, liens, restrictions, etc. Any encumbrances recorded or not recorded, on the Title Status Report (“TSR”) shall be discussed in the appraisal report.

See the provided ownership documents and Title Status Report (“TSR”) for specific details.” The appraiser must immediately notify the AVSO review appraiser of any indications of rights contrary to these described. This may result in amended instructions.

Outstanding Rights: A Bureau of Indian Affairs-Title Status Report will be provided. Any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered must be identified and discussed in the appraisal report in relation to their impact on value. The appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to AVSO Review Appraiser.

Reservations The property owner reserves NO rights to the property

Personal Property None to be include

Physical Access N/A

Larger Parcel N/A

Ownership/Occupant Ownership information is included within the Title Status Report.

Tenancies N/A

Owner Contact Information All appropriate owner contact information is provided within the Appraisal Request. Contact the AVSO with any concerns specific to the site inspection of the subject property.

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards The primary appraisal standards must be the current edition of the Uniform Standards of Professional Appraisal Practice (USPAP) as of the Effective Date of Appraisal. The Appraisal Report must be presented in a narrative style appraisal report format and more specifically must comply with USPAP SR2-2(a). The Appraisal must also be compliant with any supplemental requirements contained in this SOW. A Restricted Appraisal Report is not allowed.

Market Value "The most probable price, as of a specified date, in cash, or in terms equivalent to cash, or in other precisely revealed terms, for which the specified property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.” (The Appraisal of Real Estate, 15th Edition)

Effective Date of Value The Effective Date of value for this assignment is the date of the last property inspection OR date of reverification of property characteristics from a reliable third party and must be no later than 60 days prior to the submission of the completed valuation report. The AVSO Review Appraiser may approve in advance other conditions in writing when appropriate.

Extraordinary Assumptions (EA’s) If the appraiser determines 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) If the appraiser determines that Hypothetical Conditions are necessary for the completion of the assignment, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) None. If the appraiser decides to invoke USPAP’s Jurisdictional Exception Rule to comply with law, he/she must contact the AVSO Review Appraiser to obtain prior written approval.

Placement in Report The appraiser must clearly identify all Extraordinary Assumptions, Hypothetical Conditions, and Jurisdictional Exceptions wherever the final value conclusion is stated. These must also be communicated with any General Assumptions and Limiting Conditions.

Property Inspection The appraiser must personally inspect the subject property and verify all market data utilized in the subject value conclusions unless the AVSO Review Appraiser has approved other conditions in writing.

Pre-Work Meeting The appraiser may be required to attend a pre-work meeting with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date, time & place of the meeting. The Appraiser should contact the identified AVSO Review Appraiser to setup a pre-work meeting at the beginning of the appraisal process. The purpose of the pre-work meeting will be to clarify any issues pertaining to the scope of work, appraisal report requirements, and other concerns specific to the appraisal assignment. The meeting can be either by teleconference or at the AVSO Alaska Regional field office in Anchorage, Alaska.

Controversies/Issues The Appraiser should immediately notify the identified AVSO Region Review Appraiser if issues are identified during the course of the assignment, including improper legal descriptions, trespass issues or possible environmental issues. Conflicts and/or controversies discovered by the Appraiser in the course of the project shall be reported to the AVSO Review Appraiser, in writing within five (5) working days from discovery. The Appraiser is not required to resolve title or possession conflicts but is required to report facts and professional opinions that may be relevant to the final value estimate.

Legal Instructions None.

Special Appraisal Instructions

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

Appraiser or Supervisory Regional Lead Appraiser can modify appraisal instructions (in writing). The Appraiser may not accept any changes or additions from any source other than by modification to the contract/purchase order from the Contracting Officer. The identified AVSO Review Appraiser shall be contacted if a request for change occurs at the job site location.

2. The appraiser will not communicate assignment results to any party except AVSO-Alaska unless authorized to do so in writing by AVSO. The Appraiser agrees that his/her reports and conclusions are confidential information of the U.S.

Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, BIA or other Intended Users listed in the Statement of Work. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice

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

General Appraisal Requirements & Instructions

The appraiser must hold a valid license as a Certified General Appraiser in good standing for the state of Alaska.

Temporary/Courtesy licenses will not be acceptable.

1. Experience: Appraiser shall have experience and geographic competency in appraising properties in Alaska similar to the subject(s) and experience with the requirements, appraisal principles and procedures in USPAP. Specifically, the Appraiser shall have previous experience in the subject’s market area.

2. Court Testimony: The Appraiser agrees to provide his/her services if called upon to give testimony or be in attendance in

United States Court on behalf of the Government. Prior arrangements will be made with the appraiser for such services if it is determined that such services will be needed. Any proposals submitted for this proposed contract are not to include estimated costs for court appearances.

3. Confidential Information: The Appraiser agrees that his/her reports and conclusions are confidential information of the U.S.

Government and that he/she will not disclose their conclusions, in whole or in part, or reveal the reports to any persons whatsoever, other than the client, and the BIA. The client holds the appraiser responsible for the appraiser-client relationship regarding confidential information. The client refers the appraiser to the Confidentiality section of Ethics Rule in the Uniform Standards of Professional Appraisal Practice.

4. All work shall be performed by, or under the direct supervision of, an Alaska State Certified General Real Estate Appraiser.

Direct supervision means the Alaska State Certified General Appraiser will be on-site to supervise, aid in analyzing and writing of the three approaches to value and perform the inspection of the subject and comparable sales. All work performed by others shall be reviewed, approved and signed by the Certified Appraiser prior to submission of the appraisal report. Each person contributing significant professional expertise will sign and attach a certification to the report of their contribution and qualifications and a copy of their Alaska State Certified General Real Estate Appraiser License. The Appraiser will interpret and reconcile the estimates of value stating the reason(s) why one or more of the conclusions reached are the best indications of a single final opinion of value. A value range is not acceptable, unless otherwise required by the Statement of Work.

5. Scope of Work Rule: The USPAP Scope of Work Rule states an appraiser’s scope of work must be sufficient to produce a credible assignment for the type of appraisal requested. The burden of proof is on the Appraiser. The Appraiser will fully disclose and justify within the appraisal report the decision to exclude any information or procedure that may appear relevant to the client, intended users, and reviewer. Compelling reasons shall be included in support of the scope of work decision.

Gathering of factual information will be conducted with sufficient diligence to ensure market data having a material or significant effect on resulting opinions are discovered with due diligence to confirm market data. Data will be analyzed with sufficient care to avoid errors that could have significant effect on resulting opinions and conclusions.

6. Each report shall adhere to USPAP Standards 1 and 2 and must be labeled as an Appraisal Report on the title page and the letter of transmittal. Restricted reports are not acceptable. The appraisal report(s) identified with this document are reviewed in accordance with the Statement of Work and USPAP Standards 1 and 2. The Appraiser shall deliver the appraisal reports to the AVSO Alaska Regional Office identified in this document.

7. A thorough detailed analysis and summary explanation will be given to: subject property description; rationale and market factors used to determine highest and best use; adjustments to sale data will be market derived and each will be discussed/explained/illustrated/justified, using sale pairing or other recognized methods to derive adjustments for: time, location, size, access, water frontage, utilities, topography, vegetation, improvements, aesthetics, hazards or detriments, scenic and/or other recognized elements of comparison, in comparison to the subject; comparability, similarities / differences. The analysis will include complete reconciliation and correlation of approaches to value. Each appraisal will reflect prevailing current market conditions and will be performed based upon previous transactions from the competitive market area.

8. All three approaches to value, the Cost Approach, Income Approach, and Sales Comparison Approach, shall be analyzed, developed, and reported in the report, as applicable to the assignment. If an approach to Value cannot be developed, the appraiser shall explain why it cannot be used or is not applicable in the assignment. All details and data adjustments, as well as development procedures used for the adjustments made, will be shown in the body of the report in sufficient detail that the reader/user/reviewer can adequately understand the report in detail that is not misleading, and results in a credible report.

The opinion of value will be determined and supported by comparable sales that result in a reasonable credible analysis and conclusion. The comparable sales should have a highest and best use the same as the subject property. The appraiser will discuss the purpose and reason for the adjustments in the report.

9. The Appraiser shall verify as best as possible the legal descriptions with the survey map(s) and TSR, which are attached to this SOW. Any discrepancies identified in the legal description(s) will be reported immediately to the identified AVSO Review Appraiser to obtain clarification prior to proceeding with the assignment.

10. Reports shall include a three-year history of the use and occupancy of the subject property. If any of the information cannot be determined, then the appraiser shall explain why and report the existing facts. Also include a ten-year record of all sales, and if the information is available, then any offers to buy or sell the property being appraised. If no sale of the property has occurred in the past ten years, then the appraiser shall report the last sale of the property, regardless of the date. Report the rental history of the subject property, for at least the past three years, or explain the reasons the information cannot be obtained.

11. Reports shall include a copy of the Appraiser’s State of Alaska Certified General Appraiser License, statement of qualification detailing his/her appraisal education and experience with similar properties to the subject properties.

Temporary/Courtesy Licenses are NOT acceptable.

12. Reports shall include a signed certification consistent with USPAP Standard Rule 2-3.

13. The Appraiser is required to conduct and use due diligence in market research in gathering, collecting, and verifying sales information for comparables in the subjects’ market areas, at the local borough or state courthouse(s) deed records, on or near the subject property, including areas outside and adjacent to the boundaries that would be considered within the market neighborhood. The opinion of value will be supported by recent sales in the general market of fee lands and Native Allotments (restricted fee).

14. Written sale sheets will be required in each report for all comparables utilized. The sales sheets will address/discuss the following as of the sale date:

• Grantor and grantee

• Sale date

• Sale price

• Terms of sale

• Buyer/seller motivation

• Exposure/marketing time

• Legal description and size

• Type of instrument and reference of the deed by recording district, including book & page or document number

• Assessor’s parcel number and taxes (if applicable)

• Present use

• Highest and best use

• Re-sale information if applicable

• Location (latitude & longitude in DMS) and relevant area/neighborhood information • Legal and physical access

• Utilities availability to the property with estimated distance & direction & cost to obtain if applicable

• Identify water source, system or project, costs and rights (if applicable)

• Topography

• Water frontage: quantity and quality (if applicable)

• Zoning and other land use restrictions, e.g. Easements and encroachments

• Aesthetics

• Hazards or detriments

• Complete description of site or land improvements (wells, septics, fences, corrals, ponds, reservoirs, terraces, driveways, utility connections, roads, etc.) If applicable and estimated contribution of each improvement, if applicable

• Complete description of structures or buildings (items not considered site or land improvements), if applicable and estimated contribution of each structure or building, if applicable

• Non-fee contributions (leases, other)

• Applicable rental information and history

• Capitalization rate to be derived, illustrated, and fully explained by use of estimated or actual income/expenses, if applicable.

• Rates of return to be derived and fully explained, if applicable

• Sale sheets shall include a brief narrative description of the sale property

• Copies of deeds

• Photographs of the property and description, and the date of photograph (no “thumbnail” photographs may be included, the recommended size for photographs is 3” x 5”).

• Plot map or sketch of each comparable property

• Comparable sales map showing the relative location of the comparable sales to the subject property

• AVSO-Alaska Region sales database index number (if applicable).

15. Each sale will be confirmed and supported by the borough/municipality records and assessor data if applicable, (showing acres and/or improvements). Sale details should be independently substantiated with knowledgeable parties. While sources such as selling agent, buyer’s agent, lender, attorney, appraiser, and title company are allowed, verifications with the buyer or seller are preferred. Source of sale data confirmation will be disclosed and identified with date verified, by whom and contact information. Distance and direction of a known community or town will be listed. Market sources may be supported, but not replaced by data published by federal, state or local agencies.

16. The elements or features of comparison and adjustments made shall be reliable, market extracted and supported by verified sales information. Quantitative analysis, when available through techniques such as paired sales or re-sales, etc. is required in each report. If the quantitative adjustments cannot be applied because the adjustments will not result in a credible report, then the qualitative analysis technique may be utilized. An adjustment based upon a statement such as “based upon my experience” is inadequate. Statistical Analysis or regression may be used only in support of the quantitative technique.

17. The Appraiser shall furnish and be responsible for payment of all labor, materials, transportation, equipment, tools, operating supplies, and incidentals to complete the work as specified. All work shall be performed by the qualified principal appraiser of this contract. The principal Appraiser shall not sub-contract or re-assign the appraisal(s) to another appraiser.

18. This report shall adhere to USPAP Standards.

19. It is required that reports include photographs of the subject property; date the photograph was taken and by whom, and description of the photograph (subject property) No “thumbnail” photographs may be included and the recommended size for photographs is at least 3” x 5”, delineated maps and color photographs with North arrow indication and photographer location of the subject and comparable sales. Maps recommended in each report include: (1) plat or area map of the comparable sales with sections and townships identified, (2) topographic including subject and adjacent sections, (3) aerial,

(4) one single map identifying all comparable sales and the subject property, and (5) other illustrations or maps as needed to identify or clarify each property’s physical elements and condition.

20. It is required that each report page should have the following header and footer:

21. The AVSO Statement of Work, other assignment instructions and engagement letter must be included within the Addenda to the appraisal report. The BIA Appraisal Request Form should be the final page of the Appraisal Report.

22. The appraiser must appraise the subject property in its “As Is” condition unless authorized in writing by the AVSO Review

Appraiser to do otherwise.

23. 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.

24. 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.

25. 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.

26. 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.

27. If including any proprietary information in the appraisal, appraiser must gain concurrence from AVSO Review Appraiser and deliver the proprietary information in a separate binder.

28. The appraiser must disclose if he/she has performed any services regarding the subject property within the three prior years

29. The Appraisal Report will be reviewed in accordance with USPAP Standard 3 by AVSO prior to acceptance. The reviewer is an AVSO reviewer with a State Certified General Appraiser License. Each appraisal report will be reviewed in its entirety for compliance with the SOW and with applicable appraisal standards and rules, including USPAP. The Appraiser is responsible for any corrections and /or revisions to the report necessary for final approval.

30. All file material supplied to the Appraiser by the AVSO is considered and remains government property, it will be returned with the completed report or as requested by the identified AVSO Review Appraiser (When Applicable: specifically Request for Appraisal, Title Status Report, and maps specific to the property, etc.).

31. The Appraiser’s work file and supporting documentation, upon request, will be provided to the reviewer.

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.

The Target Period of Performance for the delivery of the initial appraisal report to the AVSO Review Appraiser should be determined between the appraiser and the procuring party.

The Appraiser shall initially submit an encrypted pdf version of the subject appraisal report for review purposes. It will be transmitted to AVSO Alaska Region Appraisal Office via email on or before the due date to the following email addresses:

(address will be provided upon award).

After review and approval of the appraisal report, the final electronic pdf version will be transmitted to the Alaska Regional Office (emails shown above). Simultaneous delivery to the non-Federal party or agency realty staff is prohibited.

All versions of the electronically transmitted pdf reports shall adhere to encrypted/password protected protocol to safeguard the confidentiality of the appraisal report. The versions of the encrypted PDF document shall be transmitted by separate email, with the password provided via a separate email from the appraisal report document.

Provided Subject Property Exhibits

The following Subject Property Exhibits will be provided as part of the Statement of Work:

1. Appraisal Request Package from BIA Alaska Region, Service Provider, or Designated 638 Representative

2. BIA-Title Status Report (TSR)

3. Maps

4. AVSO AK. Region appraisal work file notes & correspondence if applicable.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting *TBD

(In person at AVSO office or via telephone).

Initial Appraisal Report 120 days after Award Submit on or before the end of assignment Period of Performance date: Due date of the appraisal may be in terms of number of days or a specific date as agreed upon between the non-Federal party and the appraiser. One (1) Report to be submitted as a signed password protected encrypted pdf file.

Review Period & Comments Provided to Appraiser

30 days after the submission of the Appraisal.

Final Appraisal Report 15 days after the appraisal review and acceptance, the final edition as a encrypted pdf file must be submitted to the AVSO Review Appraiser.

END OF STATEMENT OF WORK

CONTRACT CLAUSES

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

https://www.acquisition.gov

52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Dec 2022) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Nov 2021)

(End Clause)

FAR 52.212-5, CONTRACT TERMS AND CONDITIONS REQUIRED TO IMPLEMENT STATUTES OR EXECUTIVE

ORDERS—COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES (JUN 2023)

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

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

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

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

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

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

3903 and 10 U.S.C. 3801).

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

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108-78

( 19 U.S.C. 3805 note)).

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

[Contracting Officer check as appropriate.] __ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV

2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

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

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN

2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L.

109-282) ( 31 U.S.C. 6101 note).

https://www.acquisition.gov/ https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-6#FAR_52_203_6 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.govinfo.gov/link/uscode/10/4655 https://www.acquisition.gov/far/52.203-13#FAR_52_203_13 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.203-15#FAR_52_203_15 https://www.acquisition.gov/far/52.204-10#FAR_52_204_10 http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title31-section6101&num=0&edition=prelim

__ (5) [Reserved].

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

C).

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub.

L. 111-117, section 743 of Div. C).

__ (8) 52.204-27, Prohibition on a ByteDance Covered Application (JUN 2023) (Section 102 of Division R of

Pub. L. 117-328).

__ (9) 52.209-6, Protecting the Government’s Interest When Subcontracting with Contractors Debarred, Suspended, or Proposed for Debarment. (NOV 2021) ( 31 U.S.C. 6101 note).

__ (10) 52.209-9, Updates of Publicly Available Information Regarding Responsibility Matters (OCT

2018) ( 41 U.S.C. 2313).

__ (11) [Reserved].

__ (12) 52.219-3, Notice of HUBZone Set-Aside or Sole-Source Award (OCT 2022) ( 15 U.S.C. 657a).

__ (13) 52.219-4, Notice of Price Evaluation Preference for HUBZone Small Business Concerns (OCT 2022) (if the offeror elects to waive the preference, it shall so indicate in its offer) ( 15 U.S.C. 657a).

__ (14) [Reserved] _X_ (15)

(i) 52.219-6, Notice of Total Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

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

__ (16)

(i) 52.219-7, Notice of Partial Small Business Set-Aside (NOV 2020) ( 15 U.S.C. 644).

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

__ (17) 52.219-8, Utilization of Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(d)(2) and (3)).

__ (18)

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

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

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

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

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

__ (19)

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

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

__ (20) 52.219-14, Limitations on Subcontracting (OCT 2022) ( 15 U.S.C. 637s).

__ (21) 52.219-16, Liquidated Damages—Subcontracting Plan (SEP 2021) ( 15 U.S.C. 637(d)(4)(F)(i)).

__ (22) 52.219-27, Notice of Service-Disabled Veteran-Owned Small Business Set-Aside (OCT 2022)

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

__X (23)

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

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

__ (24) 52.219-29, Notice of Set-Aside for, or Sole-Source Award to, Economically Disadvantaged Women- Owned Small Business Concerns (OCT 2022) ( 15 U.S.C. 637(m)).

__ (25) 52.219-30, Notice of Set-Aside for, or Sole-Source Award to, Women-Owned Small Business Concerns Eligible Under the Women-Owned Small Business Program (OCT 2022) ( 15 U.S.C. 637(m)).

__ (26) 52.219-32, Orders Issued Directly Under Small Business Reserves (MAR 2020) ( 15 U.S.C. 644(r)).

__ (27) 52.219-33, Nonmanufacturer Rule (SEP 2021) ( 15U.S.C. 637(a)(17)).

_X_ (28) 52.222-3, Convict Labor (JUN 2003) (E.O.11755).

__ (29) 52.222-19, Child Labor-Cooperation with Authorities and Remedies (DEC 2022) (E.O.13126).

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