Sol_140D0423Q1023.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

08/15/2023 1700 ED

08/07/2023

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

140D0423Q1023

5. SOLICITATION NUMBER

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

1 74 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 L230066 Coke Ovens LWCF Acquisition, Agency Case ID: AZA-38834.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Jacqueline Hernandez

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

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SCHEDULE OF SUPPLIES/SERVICES

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ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

74 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) ………………………………………………………………………………………………31

ATTACHMENTS…………………………………………………………………………………………44

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: AZA-38834, Case Name: L230066 Coke Ovens LWCF Acquisition, Pinal County, Arizona.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with the Federal Acquisition Regulation (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 L230066 Coke Ovens LWCF Acquisition, the target period of performance 135 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 Agency Case ID: AZA-38834, Case Name: L230066 Coke Ovens LWCF Acquisition

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 one (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 Arizona as demonstrated by a copy of the State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of Arizona. 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. Identify years of experience appraising comparable tracts of land in rural portions of Mohave County or similar areas in Western Arizona. If the appraiser has no or limited experience, then submit a description outlining the proposed scope of work.

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

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

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

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

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

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

c) Initial Delivery Date: The target date for the initial appraisal report is 75 days from the award of contract. If the target date is not achievable, then the appraiser may provide an alternative delivery date and the reason for the later delivery. All delivery schedules will be considered.

FACTOR B – PAST PERFORMANCE

1. Past Performance

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

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

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

FACTOR C – PRICE

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.

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EVALUATION OF QUOTATIONS:

FAR 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 INTENT

The Contractor is requested to notify Irma Nanatovich, Contract Specialist, irma_nanatovich@ibc.doi.gov and Jacqueline Hernandez, Contracting Officer, jacqueline_hernandez@ibc.doi.gov, via email, of their intent to submit a quote on this order on or before 5:00 PM Eastern Standard Time (EST), August 10, 2023.

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 Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00 PM EST, August 10, 2023. All submissions shall reference “Quote - 140D0423Q1023” and include in the subject line.

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 Jacqueline Hernandez, Contracting Officer, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00 PM EST, August 15, 2023. All submissions shall reference “Quote - 140D0423Q1023” and include in the subject line.

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http://www.sam.gov/ mailto:irma_nanatovich@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:%20jacqueline_hernandez@ibc.doi.gov mailto:%20jacqueline_hernandez@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:%20jacqueline_hernandez@ibc.doi.gov mailto:%20jacqueline_hernandez@ibc.doi.gov

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

SECTION 1 – SUBJECT IDENTIFICATION & GENERAL INFORMATION

Identification Case Name L230066 Coke Ovens LWCF Acquisition

Case Type Acquisition

Agency Case ID AZA-38834

Property Type Vacant Land

Location Pinal County, Arizona. The subject property is located approximately 13 miles east/north-east of Florence, Arizona.

Access is from AZ Highway 79 (Pinal Pkwy Ave) and Price Road.

The parcel is located approximately 15 driving miles east of Highway 79, through BLM, Arizona State Trust Lands and private land.

APNs & Acreage The Pinal County Assessor designates the property as Parcel Numbers 201-36-001A, 201-36-001D, 201-36-001C and 301-01- 0020, with an indicated parcel size of 189.34 acres. Notably, there is a discrepancy between the Assessor’s parcel size (175.95 acres) and the BLM’s Land Survey Report (LSR), which relies on the legal descriptions found in the transfer deeds. The BLM provided LSR is to be used for the Land Area (Size) to be appraised at

189.34 acres.

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

Intended Users Appraisal and Valuation Services Office (AVSO) and the Bureau of Land Management

(BLM) 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 BLM proposes to acquire 189.34 acres located in Pinal County, Arizona, within Section 12, Township 4 South, Range 11 East, and Section 7, Township 4 South, Range 12 East; identified by the Pinal County Assessor as tax numbers 201-36-001A, 201-36-001D, 201-36-001C and 301-01-0020. The property is located approximately 13 miles east/north-east of Florence, Arizona. Access is from AZ Highway 79 (Pinal Pkwy Ave) and Price Road. The parcel is located approximately 15 driving miles east of Highway 79, through BLM, Arizona State Trust Lands and private land.

The Property is located in Pinal County about 50 miles southeast of Phoenix, Arizona. The Property includes upland adjacent to the Gila River, and some riparian areas located in FEMA Flood Zone A. The area is popular with Off- Highway-Vehicle (OHV) enthusiasts. Access to the Property is via Jeep/OHV trails. The Property is surrounded by BLM-managed land. The Property is zoned General Rural per Pinal County, which allows for development of up to 1 residence per 1.25 acres or by cluster development with open space set aside. Historic mining activity on and near property includes 5 “coke oven” structures used for making charcoal for use in mining smelters.

Aerial Map

FEMA Flood Hazard Map

Subject Property

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

Legal Description The legal description is lengthy, and can be found in the attached Commitment for Title Insurance (ALTA Commit for Title Ins (7-1-21)-AZ.pdf).

Property Interest The appraiser will value the fee simple estate (including the surface estate and mineral estate), subject to encumbrances and reservations of record (see Outstanding Rights section below).

Title Report and Reservations/Encumbrances See attached First American Title Company Commitment No. 6252600, dated December 1, 2022. (ALTA Commit for Title Ins (7-1-21)-AZ.pdf)

Mineral Rights The mineral estate is included in this transaction.

Outstanding Rights One of the documents included as part of this appraisal assignment is a Commitment for Title Insurance prepared by First American Title Company Commitment No. 6252600, dated December 1, 2022. (ALTA Commit for Title Ins (7-1-21)-AZ.pdf).

As part of this appraisal assignment, BLM’s analysis of the title exceptions is provided for assistance; however, the appraiser must still independently examine the exceptions listed in the Preliminary Title Report and report their effects on value.

The appraiser must consider the exceptions listed in the Preliminary Title Report and any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances must be discussed in the appraisal report in relation to their impact on value.

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

Improvements Improvements to be acquired with the property. Property includes 5 historic (late 1800s) “coke ovens.” Ovens were used to create charcoal from nearby vegetation to support historic mining operations. Remnants of 1-2 more recent buildings on-site. The appraiser must report on all improvements or fencing existing on the property.

Water Rights No known water rights are appurtenant to the land. If any significant rights are discovered during the course of the assignment, the appraiser must notify the AVSO Review Appraiser, which may result in amended instructions.

Personal Property None.

Property Access - Physical & Legal

The appraiser must thoroughly research the Physical Access and Legal Access for the subject property, including the effect on value. The following details about Physical Access and Legal Access are from BLM.

There is no Legal Access to the tract, but there is Physical Access as described below.

From SR 97 at Florence Arizona, east on East Price Road, north on North Box Canyon Road, south on North Martinez Spring Trail to subject property. Off-Highway Vehicle (OHV) or 4-Wheel Drive required.

Access Map Provided by BLM

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

Larger Parcel

No other land held by the current ownership were discovered in the area. This information must be confirmed by the appraiser.

The appraiser must investigate and conduct all research necessary to develop a well-supported Larger Parcel conclusion(s) in accordance with UASFLA 6th Edition, Sections 1.2.7.3.1, 1.4.6, 2.3.3.1.2, and 4.3.

Tenancies None reported.

BLM Grazing Allotments The subject property is within the boundaries of a designated BLM grazing allotment. However, the lands are currently private, and not part of any current BLM Grazing Permit. BLM grazing allotments are not part of this appraisal assignment and must be excluded from the valuation of the subject property. In the event that grazing is determined to be a potential highest and best use of the subject tract, then additional consideration must be given as to whether or not a private landowner would be required to install fencing to ensure their livestock does not trespass onto the surrounding public lands. The BLM Range Conservationist or BLM Rangeland Management Specialist from the Gila District Office would be the authority to comment on this potential requirement.

Provided Subject Property Exhibits

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

1. 2580152 deed.pdf (Quit-Claim Deed dated 2/24/2017, transferring 42.33 acres)

2. 3566964 deed.pdf (Quit-Claim Deed dated 10/8/2021, transferring 45.74 and 101.27 acres)

3. ALTA Commit for Title Ins (7-1-21)-AZ.pdf (Commitment for Title Insurance)

4. AZ_LSR_023_009_Coke_Ovens_LWCF Acquisition.pdf (BLM Land Survey Report)

5. Coke Ovens PinalCtyAssessorMap.pdf (Aerial Map, Pinal County Assessor GIS)

6. CokeOvens_8x11_20230510v2.pdf (BLM prepared Access Map)

7. CokeOvens_River_20230510.pdf (BLM prepared 1st River Access Route Map)

8. CokeOvens_River2_20230510.pdf (BLM prepared 2nd River Access Route Map)

9. CokeOvensParcel_Aerial image GE_3May2019.jpg (Aerial image of coke ovens and building)

10. CokeOvensParcel_StoneMasonryOvenStructures.jpg (Ground view photograph of coke ovens)

11. LSR_27911_Sheet_1.pdf (BLM Master Title Plat Township 4 South, Range 11 East)

12. LSR_27914_Sheet_1.pdf (BLM Master Title Plat Township 4 South, Range 12 East)

The following will be provided upon contract awarded:

13. Project Contact List (contact information for property owner, AVSO Review Appraiser, and BLM Realty Specialist)

SECTION 2 – APPRAISAL REQUIREMENTS & INSTRUCTIONS

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP)

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

Market Value

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. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th ed., Section 1.2.4, pg. 10, The Appraisal Foundation, 2017].

Date of Value

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

Extraordinary Assumptions (EA’s)

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

Hypothetical Conditions (HC’s)

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

Jurisdictional Exceptions (JE’s)

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

Placement in Report

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

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

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

Property Inspection

The appraiser must:

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

2. Notify in advance both the BLM Realty Specialist and AVSO Review Appraiser when the property inspection will occur (APPRAISAL ASSIGNMENT CONTACTS will be provided to the awarded Contract Appraiser).

For this appraisal (with an intended use of acquisition), the appraiser must certify in the report that he/she extended an offer to the property owner (or the owner’s designated representative) to accompany him/her during the property inspection. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed. (Section 2.3.1.4, page 58)]

Pre-Work Meeting

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

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

Controversies/Issues

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

Legal instructions

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

Special Appraisal Instructions

1. The appraiser must deliver an appraisal report that complies with both USPAP 2020-2023 and UASFLA 6th Edition. Further, the appraisal report must conform to the sequence and content outlined in UASFLA 6th Edition, Appendix A (Pages 208-212;

Appraisal Report Documentation Checklist) and Appendix B (Page 213-214; Recommended Appraisal Report Format for Total Acquisitions) of UASFLA.

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

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

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

General Appraisal Requirements & Instructions

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

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

3. The appraiser must have completed the education or taken the necessary steps to conduct an appraisal in full compliance with the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Edition. UASFLA (Page 56) states that a report prepared in accordance with UASFLA Sections 2.3, 2.4, and 2.5 is consistent with and/or exceeds the requirements for an appraisal report under Standard 2 of USPAP.

4. The AVSO Statement of Work and other assignment instructions must be included within the Addenda of the appraisal.

5. AVSO strongly recommends that the appraisal report format be the same or similar to the format (sequence and content) presented in Appendix A (Pages 208-212; Appraisal Report Documentation Checklist) and Appendix B (Page 213-214;

Recommended Appraisal Report Format for Total Acquisitions) of UASFLA.

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, or as noted via the Extraordinary Assumptions and Hypothetical Conditions.

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

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

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

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

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

All adjustments, whether quantitative or qualitative, must include comprehensive discussions and be supported by clear, appropriate, and credible analysis based on documented market research. Mere references to undisclosed “trends,” or reliance on the appraiser’s “opinion” or “judgment” without market support is unacceptable.

Market support includes, but is not limited to, discussions with buyers, sellers, investors, brokers, attorneys, and title officers.

The appraiser must also consider the effect of applying multiple adjustments and beware of the risk of double-counting overlapping adjustment factors.

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

A check list of minimally expected elements required for a Comparable Sale Write-up Sheet include: Date of Sale; Buyer and Seller; Recording Information; Terms of Sale; Name and Contact Information (source name / date / email or phone number) of Person that Verified the Transaction; APN or Legal Description; Location; Access; Physical Description (consistent with market norms); Zoning; Buyer’s Motivation/Planned Use of Property; Appraiser’s Estimated Highest and Best Use; Plat Map, Photographs, Aerial Photographs (See Bullet 12 below – for “reasonable photograph size”).

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

13. 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.

14. 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.

15. 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 prior to delivery of the initial appraisal report. The Review Appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

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

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

18. If the appraiser has performed any services regarding the subject properties within the past three years, he/she must disclose this information prior to the contract award, and also 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. The contact information for the AVSO Review Appraiser will be provided to the appraiser upon contract award.

The target date for delivery of the initial appraisal report to the AVSO Review Appraiser is 75 days from the contract award. If the target date is not achievable, then the appraiser may provide an alternative delivery date and the reason for the later delivery. All delivery schedules will be considered.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Coordinate with the AVSO Review Appraiser

Subject Property Inspection The appraiser must give advanced notification to both the BLM Realty Specialist and the AVSO Review Appraiser for the date and time of the inspection. The property owner, or owner’s designated representative, must be given the opportunity to accompany the appraiser during the inspection.

Initial Appraisal Report The target delivery date is 75 days from the contract award. If the target date is not achievable, then the appraiser may provide an alternative delivery date and the reason for the later delivery. All delivery schedules will be considered. The initial appraisal report will include one electronic (PDF) copy to be submitted directly to the AVSO Review Appraiser within the agreed upon deadline period. The PDF copy of the appraisal report must be unlocked and allow the AVSO Review Appraiser to search content, highlight text, and make review comments. Delivery to any other party is prohibited.

Review Period The expected review period is approximately 30 days from the receipt of the initial appraisal report, which will be reviewed by the AVSO Review Appraiser for compliance with the terms of this Statement of Work and any cited appraisal standards.

Comments Provided to the Appraiser Review comments and/or suggestions (if any) will be provided to the appraiser, and to the extent that revisions and/or corrections are required, the appraiser shall complete the revisions within 15 calendar days.

Final Appraisal Report Once the appraisal report is reviewed and approved by AVSO, delivery of three (3) paper copies and one electronic copy will be delivered to the AVSO Review Appraiser within 15 calendar days. Delivery to any other party is prohibited.

END OF STATEMENT OF WORK

CONTRACT CLAUSES

FAR 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

FAR 52.204-13 System for Award Management Maintenance. (Oct 2018) FAR 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) FAR 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) FAR 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Dec 2022) FAR 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)

(End Clause)

FAR 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—Commercial Products and Commercial Services. (June 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).

__ (5) [Reserved].

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

https://www.acquisition.gov/ https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.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 https://www.acquisition.gov/far/52.204-14#FAR_52_204_14

__ (7) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub. L. 111- 117, section 743 of Div. C).

X (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).

X (30) 52.222-21, Prohibition of Segregated Facilities (APR 2015).

X (31) (i) 52.222-26, Equal Opportunity (SEP 2016) (E.O.11246).

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

__ (32) (i) 52.222-35, Equal Opportunity for Veterans (JUN 2020) ( 38 U.S.C. 4212).

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

__ (33) (i) 52.222-36, Equal Opportunity for Workers with Disabilities (JUN 2020) ( 29 U.S.C. 793).

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

__ (34) 52.222-37, Employment Reports on Veterans (JUN 2020) ( 38 U.S.C. 4212).

__ (35) 52.222-40, Notification of Employee Rights Under the National Labor Relations Act (DEC 2010) (E.O. 13496).

X (36) (i) 52.222-50, Combating Trafficking in Persons (NOV 2021) ( 22 U.S.C. chapter 78 and E.O. 13627).

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

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