Sol_140D0423Q0877.pdf

PDF 4 MB Posted Jul 3, 2023

Attached to: SOC Tracts 401 and 402 Federal contract opportunity
Solicitation number: 140D0423Q0877
Issued by: Department of the Interior Departmental Offices Interior Business Center

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Written by GovTribe AI · Dec 20, 2023

This request for quotation solicits appraisal services for two tracts of land. The Department of the Interior Interior Business Center is seeking market valuations and appraisal reports for SOC Tract 401 and SOC Tract 402 on behalf of the Appraisal and Valuation Services Office and U.S. Fish and Wildlife Service. The appraisal reports will be used to negotiate the acquisition of the properties with landowners. Quotes are due by July 10, 2023. The contract will have a period of performance of 114 days from award. Pricing must be fixed-price and reflect any applicable discounts. The solicitation is set aside for small businesses and has an estimated value of $9.5 million.

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SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

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

OFFEROR

D55

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

CODE 16. ADMINISTERED BYCODE

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

07/10/2023 1700 ED

07/03/2023

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

140D0423Q0877

5. SOLICITATION NUMBER

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

1 48 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

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 SOC Tract 401, AVIS Number: F230077 and SOC Tract 402, AVIS Number: F230080.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

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

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

48 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

SOLICITATION/AWARD PROCEDURES

ANTICIPATED AWARD TYPE

SERVICE AND SUPPLIES

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 ………………………………………………………………………….7

SUBMISSION OF QUOTE

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) 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 (Jun 2023) 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)

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) ………………………………………………………………………………………………33

ATTACHMENTS…………………………………………………………………………………………46

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:

AVIS Number: F230077, Agency Case ID: 00209403, Case Name: SOC Tract 401, Lyme, New London County, Connecticut, Acreage: +/- 29 acres, property located +/- 30 miles south of Hartford, CT in the Town of Lyme near navigation marker 35 in the Connecticut River., Property Type: Unimproved Recreational Island, Case Type: Acquisition, Intended Users: Appraisal and Valuation Services Office (AVSO) and the U.S. Fish and Wildlife Service (FWS) on behalf of the United States of America, Intended Use: The appraisal report will be used by FWS in conjunction with negotiating the acquisition of the subject property with the landowner. It is not intended for any other use.

AVIS Number: F230080, Agency Case ID: 00209414, Case Name: SOC Tract 402, Cromwell, Middlesex County, Connicticut, Acreage: +/- 50 acres, property located on the Connecticut River midway between the towns of Cromwell and Portland, Connecticut., Property Type: Unimproved Recreational Island, Case Type:

Acquisition, Intended Users: Appraisal and Valuation Services Office (AVSO) and the U.S. Fish and Wildlife Service (FWS) on behalf of the United States of America, Intended Use: The appraisal report will be used by FWS in conjunction with negotiating the acquisition of the subject property with the landowner. It is not intended for any other use.

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

For SOC Tract 401 (F230077) and SOC Tract 402 (F230080), the target period of performance 114 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 Number: F230077, Agency Case ID: 00209403, Case Name: SOC Tract 401

AVIS Number: F230080, Agency Case ID: 00209414, Case Name: SOC Tract 402

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 Connecticut as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Connecticut. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a copy of his/her current state license. (A temporary license must also be provided by the contracted appraiser and included in the addenda of the appraisal report.)

2. Technical Capability

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 island tracts and vacant rural recreational tracts with water frontage similar to the subject tracts within the general market area, and/or similar market areas, to include site size ranges.

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

3. Completion of a course in UASFLA is considered. Please provide a statement indicating whether a course has been completed, including the year of completion.

b. Qualifications of Associate Appraisers: Sub-contracting of this assignment is not permissible.

Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and a copy of their license or permit must be provided.

c. Initial Delivery Date: The target date for the initial delivery of the appraisal reports to the AVSO Reviewer is 90 days from the award of engagement. Earlier delivery is preferable and will be given consideration but is not a requirement.

FACTOR B – PAST PERFORMANCE

1. Past Performance

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

b. Submit a list of at least two (2) of the most recent appraisal reports completed for island tracts and two (2) vacant rural recreational tracts with water frontage similar to the subject tracts within the general market area or similar market areas. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

Factor 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), July 6, 2023. All submissions shall reference “Quote - 140D0423Q0877” and include in the subject line.

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

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, July 6, 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, July 10, 2023. All submissions shall reference “Quote - 140D0423Q0877” and include in the subject line.

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

mailto:morgan_schickler@ibc.doi.gov mailto:morgan_schickler@ibc.doi.gov

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

Agency Case ID: 00209403

AVIS Number: F230077

SECTION 1 – SUBJECT IDENTIFICATION & GENERAL INFORMATION

Identification Case Name SOC Tract 401

Location Eustasia Island Lyme, New London County, Connecticut

Acreage +/- 29 acres

Property Type Unimproved Recreational Island

Case Type Acquisition

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

Intended Users The intended users of the report are the client (AVSO) and the U. S. Fish and Wildlife

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

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

Property Description

The property to be acquired consists of one tract identified by FWS as Tract 401, also known as Eustasia Island, totaling approximately 29 acres. The total site size was provided by FWS and is to be used within the appraisal report. Eustasia Island is located +/- 30 miles south of Hartford, CT in the Town of Lyme near navigation marker 35 in the Connecticut River. It is crescent shaped with all elevations less than 10-foot elevation contour based on USGS Quadrangle Topo Map (island entirely within the “AE” FLOOD ZONE). The length is 3,400 linear feet end-to-end, and it averages approximately 425 feet in width. Sand bars are exposed at both the northeast and south ends at low tide. The island is within a designated Connecticut River Estuary and Tidal River Wetland Complex RAMSAR Site, adjacent to the Whalebone Cove Division, and immediately upriver from the Connecticut National Estuarine Research Reserve within the Quonatuck Division. This tract is shown on the Town of Lyme Tax Maps as Map 5, Lot 1. The subject was historically used for White Spruce tree planation, deer hunting, and fishing.

A map identifying the subject tract is included in the attachments. It is anticipated that additional and expanded descriptive information on the subject’s attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided above. This may result in amended instructions.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.

Please also refer to items #4 of the Special Appraisal Instructions on page 6 of this SOW for additional valuation instructions.

Personal Property

None.

Property Access

Legal and physical access is from Connecticut River via boat. Refuge personnel available for transportation for site inspection.

Legal Description

The legal description is included in the most recent vesting Deed Book 162, Page 756 dated August 18, 2016. A copy will be provided to the contracted Appraiser upon award. Note: The acreage by deed is +/- 10 acres, acreage by the Assessor’s Office is +/- 25.93 acres, and acreage estimated by FWS is +/- 29.0 acres due to accretion and erosion within the Connecticut River. For purposes of the appraisal, the +/- 29.0 acres estimated by FWS should be used. If negotiations are successful a survey of the tract will be completed by FWS prior to acquisition to establish a new legal description for conveyance and determine an accurate acreage. See Special Appraisal Instruction #4 on page 6.

Property Interest to be Acquired

The property interest to be acquired is fee simple.

Reservations/Outstanding Rights

A title report has not and will not be provided by FWS. (Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.)

Water and mineral rights are to be included in the fee simple estate. Please note that the AVSO Division of Mineral Evaluation (DME) analyzed the property to be acquired and reported that the parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues.

There are no additional reservations, easements, restrictions, or outstanding rights that have been identified by FWS for the property to be acquired or specifically noted within the most recent vesting deed. Please note that any recorded or unrecorded documents, conditions, agreements, reservations, easements and/or encumbrances discovered during a due diligent investigation, in the “normal course of business”, must be identified and discussed in the appraisal report in relation to the impact on value. The Appraiser must investigate for and promptly report additional or inaccurate encumbrances on the tract to the AVSO Review Appraiser. This may result in amended instructions.

Larger Parcel

As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity/proximity as it relates to the highest and best use. UASFLA requires that the Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

The property to be acquired consists of +/- 29 acres in one tract. FWS reports there are no other contiguous or proximate lands under the same or similar ownership. However, it is ultimately the Appraiser’s responsibility to identify all additional lands contiguous or proximate to the subject property having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel.

Ownership

Information will be provided to the contracted Appraiser upon award.

Tenancies

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

Subject Property Exhibits

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

1. SOC(401) Appraisal Map

The following additional exhibits will be provided to the contracted Appraiser upon award:

2. SOC(401) Deed Book 162, Page 756

3. SOC(401) Permission to Examine

4. SOC(401) Tax Card

5. SOC(401) Project Contact List

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP- 2020/2021 edition) Standards 1 & 2

2. Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA - 6th Edition, 2016)

3. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended; 49 CFR, Part 24

Market Value

Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions, 1.2.4 of 6th Edition) This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

Date of Value

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

Extraordinary Assumptions (EA’s)

A title report has not been provided for the property to be acquired and the reviewer is authorizing the use of the following extraordinary assumption.

“It is noted that a title commitment was not provided for the subject tract. I received a deed and other information related to the property being appraised, but it is uncertain if this information encompasses all outstanding rights or reservations currently found on the tract. The AVSO client, U. S. Fish and Wildlife Service (FWS), has requested that I assume there is clear title to the subject property and that there are no additional encumbrances or restrictions beyond those already identified (including mineral or other reservations) that could materially affect value. Use of this statement is consistent with FWS policy. A change in the estate appraised, when final title is obtained, could require an amendment of the appraisal or re-appraisal of the property so that the estate appraised matches the estate to be transferred.”

If the Appraiser determines that additional extraordinary assumptions are necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s)

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

Jurisdictional Exceptions (JE’s)

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

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

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

Placement in Report

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

Property Inspection

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

For appraisals with an intended use of acquisition, the Appraiser must certify in the report that he/she extended an offer to the property owner to accompany him/her during the property inspection. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed. (Section 2.3.1.4)]

Pre-Work Meeting/Conference Call

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

Controversies/Issues

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

Legal Instructions

None given.

Special Appraisal Instructions

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

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

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

4. The area of acquisition is estimated to contain approximately +/- 29 acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, if the larger parcel is appraised on a “per acre” basis (versus on a “per lot” or “per site” basis), it is requested that in addition to stating the final value conclusion of the larger parcel within the appraisal report, the unit value (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., $XX/acre is valid for a range of XX-XX acres or within ±X%).

This range in acreage for the concluded unit value is only applicable to the final surveyed acreage for the footprint of the appraised larger parcel(s) and considers no material changes to the physical characteristics of the larger parcel(s). This tool is meant to assist the acquiring agency in rectifying the value of the proposed acquisition, after completion of the survey. It is not intended for use by the client to add additional lands/tracts to the proposed acquisition or to allow the retention/removal of lands/tracts from the proposed acquisition by the landowner as a result of negotiations after the appraisal has been completed. Addition or removal of a tract(s) from the proposed acquisition could change the physical characteristics of the property and require amendment of the appraisal or reappraisal. This is an assignment condition to be mentioned in the scope of work section of the appraisal report.

General Appraisal Requirements & Instructions

1. The Appraiser must hold a valid license as a Certified General Appraiser as demonstrated by a copy of the state certificate. (Valid credentials would also include those issued under a reciprocity agreement and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes where the subject is located and must also be provided if applicable.)

2. This AVSO Statement of Work and pages 1 & 2 of the Contract Award document must be included within the

Addenda to the appraisal report along with the Appraiser’s license, to include temporary if applicable, and qualifications.

3. All appraisals complying with UASFLA should reasonably conform to the sequence and content outlined in

UASFLA, Section 2.3 as well as Appendix B or C, depending on applicability.

4. The appraisal is to be documented in an “Appraisal” reporting format [USPAP Standard 2-2(a)]. UASFLA, Section 2.2 states that reporting formats set forth under Sections 2.3, 2.4, and 2.5 (Appendix B, C, or D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

5. The Appraiser must appraise the subject property in its existing condition.

6. All the comparable properties used in direct comparison to the subject are to be personally inspected (UASFLA

Section 1.2.6.3). Color photographs of comparable properties shall be included in the appraisal report along with comparable data maps and/or exhibits. AVSO will accept aerial photographs for comparable land properties if the aerial photographs accurately represent the comparable property as of the date of sale.

7. The appraisal report will be reviewed for compliance with the terms of this Statement of Work (including all cited standards). Any findings of inadequacy will require clarification and/or correction.

8. The Appraiser shall consider the appraisal report and all Department of the Interior (DOI) internal documents furnished to the Appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO Review Appraiser.

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

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

Review Appraiser and deliver the proprietary information in a separate binder.

11. While the public is not an intended user of the appraisal report, please be aware that the Freedom of Information Act (FOIA) and Agency policy may result in the release of all or part of the appraisal report to others.

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

SECTION 3 – Performance & Submission Requirements

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

The contractor shall have 90 calendar days from the date of award to deliver the initial appraisal report to the AVSO Review Appraiser. If the contractor determines that a performance period of 90 days is not realistically feasible, it is the contractor’s responsibility to provide an alternative delivery date, with justification for the change, within the bid proposal. NOTE: Preference may be given to the quotes which meet or exceed the requested delivery date.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

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

Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 90 calendar days from the date of award.

Submit one (1) electronic (pdf) copy of report.

Review Period & Comments Provided to Appraiser

Target is 14 calendar days after initial appraisal report received.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 3 business days or a total of 10 days in the event of multiple requests for correction or clarification.

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

Please note: The final invoice/request for payment is not to be submitted until the AVSO Review Appraiser is in receipt of the final copy of the appraisal report and has notified the Appraiser that the contract is complete.

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office (AVSO)

Agency Case ID: 00209414

AVIS Number: F230080

SECTION 1 – SUBJECT IDENTIFICATION & GENERAL INFORMATION

Identification Case Name SOC Tract 402

Location Gildersleeve Island Cromwell, Middlesex County, Connecticut

Acreage +/- 50 acres

Property Type Unimproved Recreational Island

Case Type Acquisition

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

Intended Users The intended users of the report are the client (AVSO) and the U. S. Fish and Wildlife

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

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

Property Description

The property to be acquired consists of one tract identified by FWS as Tract 402, also known as Gildersleeve Island, totaling approximately 50 acres. The total site size was provided by FWS and is to be used within the appraisal report. Gildersleeve Island is situated on the Connecticut River midway between the towns of Cromwell and Portland, Connecticut. The subject tract is shown on the Town of Cromwell Tax Maps as Map 71, Lot 60. The subject was historically used as a grazing area for farm animals and haying, Gildersleeve Island has reverted to flood plain forest and sandy riverine habitat and has most recently been utilized for duck hunting.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.

Please also refer to items #4 of the Special Appraisal Instructions on page 6 of this SOW for additional valuation instructions

Personal Property

Property Access

Legal and physical access is from Connecticut River via boat. Refuge personnel available for transportation for site inspection.

Legal Description

The legal description is included in the most recent vesting Deed Book 33, Page 147 dated December 18, 1940. A copy will be provided to the contracted Appraiser upon award. Note: The acreage by deed is +/- 30 acres, acreage by the Assessor’s Office is +/- 32.4 acres, and acreage estimated by FWS is +/- 50.0 acres due to accretion and erosion within the Connecticut River. For purposes of the appraisal, the +/- 50.0 acres estimated by FWS should be used. If negotiations are successful a survey of the tract will be completed by FWS prior to acquisition to establish a new legal description for conveyance and determine an accurate acreage. See Special Appraisal Instruction #4 on page 6.

Property Interest to be Acquired

The property interest to be acquired is fee simple.

Reservations/Outstanding Rights

A title report has not and will not be provided by FWS. (Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.)

Larger Parcel

The property to be acquired consists of +/- 50 acres in one tract. FWS reports there are no other contiguous or proximate lands under the same or similar ownership. However, it is ultimately the Appraiser’s responsibility to identify all additional lands contiguous or proximate to the subject property having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel.

Ownership

Information will be provided to the contracted Appraiser upon award.

Tenancies

None.

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

Subject Property Exhibits

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

6. SOC (402) Appraisal Map

The following additional exhibits will be provided to the contracted Appraiser upon award:

7. SOC (402) Aerial Map

8. SOC (402) Deed Book 33 Page 147

9. SOC (402) Permission to Examine

10. SOC (402) Tax Card

11. SOC (402) Project Contact List

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP- 2020/2021 edition) Standards 1 & 2

2. Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA - 6th Edition, 2016)

3. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended; 49 CFR, Part 24

Market Value

Date of Value

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

Extraordinary Assumptions (EA’s)

A title report has not been provided for the property to be acquired and the reviewer is authorizing the use of the following extraordinary assumption.

If the Appraiser determines that additional extraordinary assumptions are necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s)

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

Jurisdictional Exceptions (JE’s)

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

Placement in Report

Property Inspection

Pre-Work Meeting/Conference Call

Controversies/Issues

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

Legal Instructions

None given.

Special Appraisal Instructions

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

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

4. The area of acquisition is estimated to contain approximately 50 acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, if the larger parcel is appraised on a “per acre” basis (versus on a “per lot” or “per site” basis), it is requested that in addition to stating the final value conclusion of the larger parcel within the appraisal report, the unit value (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., $XX/acre is valid for a range of XX-XX acres or within ±X%).

General Appraisal Requirements & Instructions

2. This AVSO Statement of Work and pages 1 & 2 of the Contract Award document must be included within the

Addenda to the appraisal report along with the Appraiser’s license, to include temporary if applicable, and qualifications.

3. All appraisals complying with UASFLA should reasonably conform to the sequence and content outlined in

UASFLA, Section 2.3 as well as Appendix B or C, depending on applicability.

5. The Appraiser must appraise the subject property in its existing condition.

6. All the comparable properties used in direct comparison to the subject are to be personally inspected (UASFLA Section 1.2.6.3). Color photographs of comparable properties shall be included in the appraisal report along with comparable data maps and/or exhibits. AVSO will accept aerial photographs for comparable land properties if the aerial photographs accurately represent the comparable property as of the date of sale.

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

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