Sol_140D0423Q1145.pdf

PDF 13 MB Posted Aug 28, 2023

Attached to: AVSO LAND APPRAISAL FORMOJA 136-07 MDLT RASOR RANC
Solicitation number: 140D0423Q1145
Issued by: Department of the Interior Departmental Offices Interior Business Center

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Written by GovTribe AI · Dec 20, 2023

This solicitation is for land appraisal services to support the Department of the Interior in assessing the value of certain parcels located on the Mojave Desert Tortoise Conservation Center in California. The solicitation was issued by the Interior Business Center on behalf of the Department of the Interior with proposals due by April 23, 2021. Offerors are invited to provide their qualifications and approach for conducting appraisals of up to 136 land parcels totaling approximately 7,000 acres to aid in land management decisions. The appraisal work must be performed according to Uniform Standards of Professional Appraisal Practice. The government intends to make award to a single contractor and the period of performance is 90 days from award.

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File	Type	Posted
Sol_140D0423Q1145_Amd_0002.pdf	PDF	Sep 6, 2023
B26_SQA_RFQ_23Q1145-A2_M_D_(FINAL)_0002.pdf	PDF	Sep 6, 2023
Sol_140D0423Q1145_Amd_0001.pdf	PDF	Sep 1, 2023

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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

0008351508 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

09/04/2023 1700 MD

08/28/2023

2082077391Robert Staats (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0423Q1145

5. SOLICITATION NUMBER

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

1 126 0040636749OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Herndon VA 20170

TELEPHONE NO.

17a. CONTRACTOR/

Sacramento CA 95814 650 Capital Mall, Suite 2-100 DOI-Appraisal and Valuation

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 SCHEDULEX

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.

AVSO LAND APPRAISAL FOR MOJA 136-07 MDLT RASOR

RANCH & DEVA 151-04 MDLT HIGHBINDER, AVIS#(s) P230080 & P230081.

Final Delivery Date: 135 days after award.

Continued ...

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

HEREIN, IS ACCEPTED AS TO ITEMS:

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

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.

00010 MOJA 136-07&DEVA 151-04, P230080/P230081

Product/Service Code: R411

Product/Service Description: SUPPORT-

PROFESSIONAL: REAL PROPERTY APPRAISALS

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

126 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

• LINE-ITEM PRICING

• GENERAL REQUIREMENTS

• TECHNICAL QUALIFICATION FOR REQUIREMENT

• FAR 52.212-2 EVALUATION OF QUOTES (Nov 2021)

• SUBMISSION OF QUOTE

• SUBMISSION OF QUESTIONS

STATEMENT OF WORK (P230080)……………………………………………………………………8

STATEMENT OF WORK (P230081)……………………………………………………………………17

Federal Acquisition Regulation (FAR) CLAUSES……………………………………………………...26

• 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 & Conditions – Commercial Products & Commercial Services

(Dec 2022)

• 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)

• 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—

Commercial Products and Commercial Services (June 2023) ……………..………………………26 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)

PURCHASE ORDER 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 (Mar 2023)

• 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or

Equipment (Nov 2021)

• 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services

(Dec 2022) Attachments for RFQ…………………………………………………………………………………... 50

Solicitation – 140D0423Q1145

INSTRUCTIONS TO OFFERORS:

PROPERTY DESCRIPTION

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal & Valuation Services Office (AVSO) is issuing a request for quotation for an appraisal report. Agency Case ID: 00215168, AVIS Number: P230080, Case Name: MOJA 136- 07 MDLT Rasor Ranch and Agency Case ID: 00215351, AVIS Number: P230081, Case Name: DEVA 151-04 MDLT Highbinder, located in unincorporated San Bernadino County, California.

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 (Pages 8-25).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 135 calendar days from the date of the Purchase Order (PO) award. If the target delivery date is not achievable, then the contractor may provide justification (workload, vacation, etc.) and propose an alternative delivery date. See Performance/Deliverable Requirements specified in Section 6 of the Statement of Work (SOW).

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

• Agency Case ID: 00215168 & 00215351

• AVIS Number: P230080 & P230081

• Case Name: MOJA 136-07 & DEVA 151-04

• Location: San Bernadino County, California.

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

GENERAL REQUIREMENTS

Cover letter no more than one (1) page that includes:

• Tax Identification Number (TIN)

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

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR 1: STATE CERTIFICATION

1. State Certification: The appraiser must hold a current certified general appraiser license from the State of

California as demonstrated by submitting a copy of their State Licensing Certificate or have the ability to obtain a temporary practice permit for the State of California. If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a copy of his/her current state license.

FACTOR 2: TECHNICAL ACCEPTABILITY

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

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

ii. Identify types of desert properties appraised in the San Bernadino County, California or in similar areas.

iii. Provide a brief description or list of at least three (3) appraisal assignments for similar land in California within the past five years. The description should identify the client, location, acreage, date of report, property use, and property interest appraised, such as, fee interest, partial acquisition, easement, or water rights and the client.

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

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

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and copy of license or permit must be provided for everyone. Those qualifications will be considered in the evaluation of proposals, with emphasis on professional designations and license, years of appraisal experience, and extend of education applicable to the appraisal of rural real estate. An expanded description of these qualifications for any key associates is recommended and may be included in the proposal.

Sub-contracting of this assignment is not permissible.

FACTOR 3: PAST PERFORMANCE

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

b. Submission of a sample comparable sale write up for a desert type property will be considered but is not required.

FACTOR 4: DELIVERY/INSPECTION DATE

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

FACTOR 5: PRICE QUOTE

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

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

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

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 Purchase Order will be made on a Best Value/Trade Off basis.

The following factors shall be used to evaluate offers: Technical, Past Performance, and Price.

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

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

(End of provision)

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

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

**SUBMISSION OF INTENT**

The Contractor is requested to notify Robert Staats, Contract Specialist (CS), via email at robert_staats@ibc.doi.gov and Jacqueline Hernandez, Contracting Officer (CO), via email at jacqueline_hernandez@ibc.doi.gov, of their intent to submit a quote on this order on or before 5:00 PM Mountain Daylight Time (MDT), August 31, 2023.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Robert Staats, CS, via email at robert_staats@ibc.doi.gov and cc Jacqueline Hernandez, CO, via email at jacqueline_hernandez@ibc.doi.gov, on or before 5:00 PM MDT, August 31, 2023. All submissions shall reference “Quote – 140D0423Q1145” and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Robert Staats, CS, via email at robert_staats@ibc.doi.gov and cc Jacqueline Hernandez, CO, via email at jacqueline_hernandez@ibc.doi.gov, on or before 12:00 PM MDT, September 4, 2023. All submissions shall reference “Quote – 140D0423Q1145.” and include in the subject line.

http://www.sam.gov/ mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov mailto:robert_staats@ibc.doi.gov mailto:jacqueline_hernandez@ibc.doi.gov

UNITED STATES DEPARTMENT OF THE INTERIOR

OFFICE OF THE SECRETARY

Appraisal and Valuation Services Office

APPRAISAL STATEMENT OF WORK

SECTION 1: CASE PROPERTIES

Project Name: MOJA 136-07 MDLT Rasor Ranch

Agency Case ID: 00215168

AVIS Project Number: P230080

Case Type: Acquisition by Bureau of Land Management (BLM) and National Park Service (NPS).

Requested Service: Market value appraisal

Property Type: Vacant desert land

Location: San Bernadino County, California

SECTION 2: SUBJECT OF THE APPRAISAL

Property Description: The Appraisal and Valuation Services Office (AVSO) is requesting an appraisal relating to the potential acquisition of APN 0553-111-17 which totals approximately 160 acres of vacant desert land that lies across the NPS/BLM boundary and is located in unincorporated San Bernadino County, California.

The subject property is located on the western boundary of the Mojave National Preserve, commonly known as Rasor Ranch and is bisected by defunct Tonopah and Tidewater Railroad rail line. The property had a small depot and perhaps watering station at one time. The parcel is completely surrounded by Federal BLM and NPS lands; NPS borders to the East, whereas BLM boarders to the West. The NPS area surrounding the parcel is Designated Wilderness. As shown in the Map from BLM Brochure exhibit attached to this Statement of Work, surrounding BLM Area is part of the Rasor OHV Open Area and is reportedly frequented by off-roaders.

The current owner, Mojave Desert Land Trust (MDLT), acquired the parcel on September 17, 2021 with a recording date of October 28, 2021. A copy of the MOJA 136-07 Vesting Deed MDLT is included as an exhibit to this Statement of Work. It is noted that the single parcel was previously 4 separate APNs at one time and MDLT consolidated them into one parcel.

Please refer to the exhibits to this Statement of Work for more information relating to the property. This information must be investigated and confirmed by the appraiser.

Legal Description: The legal description for the land to be acquired is included within the Amended Prelim 4-10-2023 received 5-15-2023 exhibit attached to this Statement of Work.

Property Rights Appraised:

Fee simple subject to outstanding rights and/or reservations of record.

Outstanding Rights and/or Reservations:

The NPS has provided a Preliminary Title Report for the identified property prepared by Stewart Title, Order No. 1966567, dated April 10, 2023. A copy of the Preliminary Title Report is included as an exhibit to this Statement of Work.

The outstanding rights and/or reservations applicable to the larger parcel(s) include the Exceptions noted in Schedule B of the Preliminary Title Report.

The appraiser must independently research, identify and discuss any outstanding rights affecting the larger parcel.

Owner of Record: The California Desert Land Conservancy, a California nonprofit public benefit Corporation, DBA Mojave Desert Land Trust

Water Rights: There are no identified water rights associated with this property according to the California State Water Resources Control Board website. This information must be investigated and confirmed by the appraiser.

Water Resources: The subject property is desert land and reportedly does not have any water sources or amenities. This information must be investigated and confirmed

Minerals: The mineral estate is to be included with the appraised property.

The Appraisal and Valuation Services Office (AVSO) Division of Mineral Evaluations (DME) completed a Due Diligence Mineral Evaluation, which is one of the documents included as part of this appraisal assignment and identified as CA_P230080_MOJA_136-07_RasorRach_FINAL. The conclusion in the AVSO DME Due Diligence Mineral Evaluation is as follows:

“Based on my review of the relevant geologic, mineralogic, industrial, and mineral-market information associated with the property, I conclude that there is no mineral potential or mineral development potential on any of the subject tract given the unfavorable geology, distance from viable markets and remote location of the parcels.”

Access: From Interstate 15, take Rasor Road approximately 7 miles to the site. Recommended that appraiser contact the landowner (MDLT) as well as NPS and BLM realty staff prior to visiting the site as it is remote and may require 4-wheel drive.

The Map from BLM Brochure that shows the location of the subject property has been attached as an exhibit to this Statement of Work.

Although the subject property may have physical access it is unknown if the subject property has legal access. This must be investigated and confirmed by the appraiser.

SECTION 3: APPRAISAL PROBLEM IDENTIFICATION

Client: U.S. Department of the Interior, AVSO

Intended Users: AVSO, BLM and NPS on behalf of the United States of America

Intended Use: The appraisal report will be used for the acquisition of the identified subject property by BLM and NPS. It is not intended for any other use.

Type of Value: Market Value

Effective Date: 1 The effective date (date of value) shall be no more than 30 days prior to the date of the first submission of the appraisal report.

Definition of Value: The definition of market value to be used in the appraisal is as follows:

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. [UASFLA 1.2.4, pg. 10]

SECTION 4: ASSIGNMENT CONDITIONS

Applicable Standards: Applicable standards include the Uniform Standards of Professional Appraisal Practice, 2020-2021 edition (USPAP) extended to December 31, 2023; and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Edition (UASFLA).

Extraordinary Assumptions:

None. If the appraiser determines that an extraordinary assumption is necessary, he/she must contact the AVSO review appraiser for prior written approval.

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

Jurisdictional Exceptions: The appraiser has been instructed to produce a UASFLA compliant appraisal.

Section 1.2.4 of the UASFLA states that “appraisers should not link opinions of value under these Standards to a specific opinion of exposure time.”

USPAP requires the appraiser to develop and report a reasonable exposure time if it is a component of the definition of market value, which contravenes the UASFLA. Therefore, the appraiser should invoke USPAP’s Jurisdictional Exception Rule to comply with the UASFLA.

Pre-Work Conference: A pre-work conference call/meeting with the appraiser will be conducted prior to the inspection of the property. The purpose of the meeting will be to discuss the Statement of Work. The AVSO review appraiser will coordinate the date and time of the discussion with the appraiser. Representatives from the BLM and NPS will be notified of the date/time of the meeting and will be invited to participate. The meeting will be conducted by phone/video call.

Property Inspection: The appraiser must inspect the subject property and all comparable market data used in the appraisal, if possible. The inspection of the subject property will be coordinated with the BLM/NPS realty staff and/or property owner.

The appraiser must notify, in advance, both the BLM/NPS realty staff and AVSO review appraiser when the subject property inspection will occur.

Contacting Property Owner:

Under the Uniform Act, the owner or the owner’s designated representative must be given an opportunity to accompany the appraiser during the inspection of the property (UASFLA 1.2.6.4).

Larger Parcel: The appraiser must conduct all research necessary to develop a well-supported larger parcel conclusion in accordance with UASFLA 6th Edition, Sections 1.2.7.3.1, 1.4.6, and 2.3.3.1.2.

Upon completion of the highest and best use and the larger parcel analysis sections of the report, the appraiser will notify the AVSO review appraiser and forward those sections for discussion prior to finalizing the rest of the appraisal.

SECTION 5: APPRAISAL REQUIREMENTS AND

INSTRUCTIONS

General Appraisal Requirements and Instructions

1. The AVSO Statement of Work, engagement letter, and other assignment instructions must be included in the addenda to the appraisal report. Reference to these documents should be provided in the body of the report.

2. The appraisal report should substantially conform to the sequence and content described in Section 2 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

3. The appraisal should include detailed descriptions of the comparable properties. Each of the comparables should be accompanied by a location map and if possible, a recent photograph. The use of aerial or satellite imagery is acceptable. The appraiser must provide sufficient information relating to the comparable properties in order to provide the intended users with an understanding of the rationale presented within the report.

4. The appraisal report should include contact information for the party or parties relied upon to verify each sale (i.e. telephone number, email, etc.), along with maps clearly showing the location of the subject relative to the comparable property.

5. Sales requiring extraordinary verification in accordance with UASFLA Section

1.5.2.4 must adhere strictly to the standards enumerated therein.

6. 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.

7. 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.

8. The appraiser shall consider the appraisal report and all U.S. Department of the Interior 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. If the appraiser finds it necessary to rely on confidential information, then he/she will contact the AVSO review appraiser for instructions. The AVSO 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 the AVSO review appraiser and deliver the proprietary information in a separate binder.

11. When the appraiser has performed any services regarding the subject property within the prior three years, he/she must disclose this information to the AVSO review appraiser prior to engagement.

12. The appraisal report content should rely on the “AVSO Review Checklist” attached as an exhibit to this Statement of Work. The contracted appraiser is encouraged to refer to this checklist prior to submitting the appraisal report for review.

Special Appraisal Requirements and Instructions

1. AVSO is the appraiser's sole client. The appraiser may not communicate assignment results to any party except AVSO, unless authorized to do so in writing by AVSO.

2. If the appraiser discovers material facts which differ from those provided by AVSO or encounters circumstances which prevent the appraiser from developing an unbiased appraisal, the appraiser must contact the AVSO review appraiser for instructions.

3. Any communication (verbal or written) with the BLM realty contact and/or the NPS realty contact shall include the assigned AVSO review appraiser.

4. Even though communication is encouraged with the property owner, BLM and NPS, only the assigned AVSO review appraiser can modify appraisal instructions (in writing).

SECTION 6: PERFORMANCE & SUBMISSION REQUIREMENTS

Any questions prior to award please contact the contracting officer directly. After award, the appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO review appraiser. Appraisal assignment contacts will be provided upon award.

The Target Period of Performance for the delivery of the initial appraisal report, in an unlocked PDF format, to the AVSO review appraiser is 90 calendar days from the date of award. If it is determined by the contractor that a performance period of 90 days is not realistically feasible, it is the offeror’s responsibility to have provided an alternative delivery date for consideration with their quote, not to exceed 120 days from the time of award.

The appraiser will be notified by email once the initial appraisal report has been received. If comments are provided to the appraiser upon review, it is expected that the appraiser will address any comments and/or concerns promptly. Once the appraisal has been approved for agency use, the appraiser will be notified of review acceptance of the appraisal. A PDF version of the final appraisal report shall be delivered by email to the AVSO review appraiser. Delivery of the final PDF version shall occur within 15 calendar days, or sooner, of notification of acceptance. AVSO will distribute the digital PDF.

Invoicing and Payment

Do not submit an invoice prior to notification that the appraisal report has been approved for agency use and that a Completion of Contract Deliverables has been submitted for processing by the assigned AVSO Review Appraiser.

All invoices uploaded to the IPP website as identified in the contract award must contain the following information as applicable.

1. Name and address of the Contractor;

2. Invoice date and number;

3. Contract number, line-item number and, if applicable, the order number;

4. Description, quantity, unit of measure, unit price and extended price of the items delivered;

5. Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

6. Terms of any discount for prompt payment offered;

7. Name and address of official to whom payment is to be sent;

8. Name, title, and phone number of person to notify in event of defective invoice; and

9. Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

10. Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer-System for Award Management, or 52.232-34, Payment by Electronic Funds Transfer-Other Than System for Award Management), or applicable agency procedures.

EFT.

https://www.acquisition.gov/far/52.212-4?searchTerms=52.212-4

Deliverable/Task Schedule

Initial Appraisal Report: The initial submission will include one electronic (pdf) copy of the appraisal report to be submitted directly to the AVSO review appraiser.

Simultaneous delivery to any other party is prohibited.

Note: The initial submission of the report should allow the review appraiser to search text, highlight text and include review comments.

Review Period: The review period will be 30 days from the receipt of the initial appraisal report. The appraisal report will be reviewed by the AVSO review appraiser for compliance with the terms of this Statement of Work, including all cited standards.

Comments Provided Review comments and/or suggestions, if any, will be provided to the to the Appraiser: appraiser, and to the extent that revisions are required, the appraiser shall complete the revisions within 15 days. An electronic copy of the revised report must be submitted directly to the AVSO review appraiser.

Final Appraisal Report: Once the report is reviewed and approved by AVSO, the review appraiser will notify the BLM, NPS, and the contracted appraiser in writing that the appraisal has been approved for use by the BLM and NPS. The review appraiser will provide the BLM and NPS with the digital copy of the appraisal report at that time. The appraiser’s submission of the report to any other party is strictly prohibited, unless written approval is provided by the AVSO review appraiser.

[END OF STATEMENT OF WORK]

SECTION 7: EXHIBITS

The following Subject Property Exhibits are provided as attachments to this SOW:

1. Map from BLM Brochure

2. MOJA 136-07 Rasor Ranch aerial map

3. LSR_65383_Sheet_1 Rasor Ranch

4. 0553-11 APN map 2022

5. AVSO Policy Non‐Fed Payment DM Part 7 CH 2 date 3-21-2019

6. Q&A - Non‐Federal Policy 1-24-2023

7. AVSO Review Checklist

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

A. MOJA 136-07 Vesting Deed MDLT

B. Amended Prelim 4-10-2023 received 5-15-2023

C. PIC MOJA 136-07 signed

D. CA_P230080_MOJA_136-07_RasorRach_FINAL

E. Appraisal Assignment Contacts

UNITED STATES DEPARTMENT OF THE INTERIOR

OFFICE OF THE SECRETARY

Appraisal and Valuation Services Office

APPRAISAL STATEMENT OF WORK

SECTION 1: CASE PROPERTIES

Project Name: DEVA 151-04 MDLT Highbinder

Agency Case ID: 00215351

AVIS Project Number: P230081

Case Type: Acquisition by Bureau of Land Management (BLM) and National Park Service (NPS).

Requested Service: Market value appraisal

Property Type: Vacant desert land

Location: San Bernadino County, California

SECTION 2: SUBJECT OF THE APPRAISAL

Property Description: The Appraisal and Valuation Services Office (AVSO) is requesting an appraisal relating to the potential acquisition of APN 0545-121-03 which totals approximately 20.66 acres of vacant desert land that lies across the NPS/BLM boundary and is located in unincorporated San Bernadino County, California.

The subject property is located on the southern boundary of Death Valley National Park as shown in the exhibit identified as DEVA 151-04 MDLT Highbinder imagery map and attached to this Statement of Work. The parcel is a former Highbinder patented lode claim. It is unknown if minerals were ever extracted from the claim or the adjacent claim that is still owned privately. The subject parcel shares a border with another privately owned patented claim. The 2 claims together are surrounded by Federal NPS and BLM lands.

The current owner, Mojave Desert Land Trust (MDLT), acquired the parcel on August 14, 2019 with a recording date of December 13, 2019. A copy of the DEVA 151-04 MDLT Vesting Deed is included as an exhibit to this Statement of Work. Please refer to the exhibits to this Statement of Work for more information relating to the property. This information must be investigated and confirmed by the appraiser.

Legal Description: The legal description for the land to be acquired is included within the preliminary title report identified as Amended Prelim 4-10-2023 received 5- 15-2023 with NPS notes exhibit attached to this Statement of Work.

Property Rights Appraised:

Fee simple subject to outstanding rights and/or reservations of record.

Outstanding Rights and/or Reservations:

The outstanding rights and/or reservations applicable to the larger parcel(s) include the Exceptions noted in Schedule B of the Preliminary Title Report.

The appraiser must independently research, identify and discuss any outstanding rights affecting the larger parcel.

Owner of Record: The California Desert Land Conservancy, a California nonprofit public benefit Corporation, DBA Mojave Desert Land Trust

Water Resources: The subject property is desert land and reportedly does not have any water sources or amenities. This information must be investigated and confirmed

Minerals: The mineral estate is to be included with the appraised property.

The parcel is a former Highbinder patented lode claim. It is unknown if minerals were ever extracted from the claim or the adjacent claim that is still owned privately.

The Appraisal and Valuation Services Office (AVSO) Division of Mineral Evaluations (DME) completed a Due Diligence Mineral Evaluation, which is one of the documents included as part of this appraisal assignment and identified as CA_P230081_DEVA_151-04_Highbinder_FINAL. The conclusion in the AVSO DME Due Diligence Mineral Evaluation is as follows:

“Based on my review of the relevant geologic, mineralogic, industrial, and mineral-market information associated with the property, I conclude that there is no mineral potential or mineral development potential on any of the subject tracts given the unfavorable geology, distance from viable markets and remote location of the parcels.”

Access: The subject parcel is located in the Avawatz Mountains. The town of Baker is the nearest locality, about 18 miles to the southeast. Access appears to be by a series of dirt and 4x4 roads across BLM lands from the town of Baker.

The closest feature appearing on topo maps is Denning Spring which is 1 mile southeast of the subject property. Two privately held lode mining claims exist at Denning Spring (Ruby and Home claims). Recommended that appraiser contact the landowner (MDLT) as well as NPS and BLM realty staff prior to visiting the site as it is remote and may require 4-wheel drive.

The map identified as DEVA 151-04 MDLT Highbinder imagery map that shows the location of the subject property has been attached as an exhibit to this Statement of Work.

Although the subject property may have physical access it is unknown if the subject property has legal access. This must be investigated and confirmed by the appraiser.

SECTION 3: APPRAISAL PROBLEM IDENTIFICATION

Client: U.S. Department of the Interior, AVSO

Intended Users: AVSO, BLM and NPS on behalf of the United States of America

Intended Use: The appraisal report will be used for the acquisition of the identified subject property by BLM and NPS. It is not intended for any other use.

Type of Value: Market Value

Effective Date: 1 The effective date (date of value) shall be no more than 30 days prior to the date of the first submission of the appraisal report.

Definition of Value: The definition of market value to be used in the appraisal is as follows:

SECTION 4: ASSIGNMENT CONDITIONS

Extraordinary Assumptions:

None. If the appraiser determines that an extraordinary assumption is necessary, he/she must contact the AVSO review appraiser for prior written approval.

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

Jurisdictional Exceptions: The appraiser has been instructed to produce a UASFLA compliant appraisal.

Section 1.2.4 of the UASFLA states that “appraisers should not link opinions of value under these Standards to a specific opinion of exposure time.”

The appraiser must notify, in advance, both the BLM/NPS realty staff and AVSO review appraiser when the subject property inspection will occur.

Contacting Property Owner:

Under the Uniform Act, the owner or the owner’s designated representative must be given an opportunity to accompany the appraiser during the inspection of the property (UASFLA 1.2.6.4).

Larger Parcel: The appraiser must conduct all research necessary to develop a well-supported larger parcel conclusion in accordance with UASFLA 6th Edition, Sections 1.2.7.3.1, 1.4.6, and 2.3.3.1.2.

Upon completion of the highest and best use analysis section of the report, the appraiser will notify the AVSO review appraiser and forward that section for discussion prior to finalizing the rest of the appraisal.

SECTION 5: APPRAISAL REQUIREMENTS AND INSTRUCTIONS

General Appraisal Requirements and Instructions

2. The appraisal report should substantially conform to the sequence and content described in Section 2 of the Uniform Appraisal Standards for Federal Land Acquisitions 6th Edition.

5. Sales requiring extraordinary verification in accordance with UASFLA Section

1.5.2.4 must adhere strictly to the standards enumerated therein.

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

11. When the appraiser has performed any services regarding the subject property within the prior three years, he/she must disclose this information to the AVSO review appraiser prior to engagement.

Special Appraisal Requirements and Instructions

1. AVSO is the appraiser's sole client. 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 BLM realty contact and/or the NPS realty contact shall include the assigned AVSO review appraiser.

4. Even though communication is encouraged with the property owner, BLM and NPS, only the assigned AVSO review appraiser can modify appraisal instructions (in writing).

SECTION 6: PERFORMANCE & SUBMISSION REQUIREMENTS

Invoicing and Payment

All invoices uploaded to the IPP website as identified in the contract award must contain the following information as applicable.

1. Name and address of the Contractor;

2. Invoice date and number;

3. Contract number, line-item number and, if applicable, the order number;

4. Description, quantity, unit of measure, unit price and extended price of the items delivered;

5. Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

6. Terms of any discount for prompt payment offered;

7. Name and address of official to whom payment is to be sent;

8. Name, title, and phone number of person to notify in event of defective invoice; and

9. Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

10. Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

EFT.

https://www.acquisition.gov/far/52.212-4?searchTerms=52.212-4

Deliverable/Task Schedule

Initial Appraisal Report: The initial submission will include one electronic (pdf) copy of the appraisal report to be submitted directly to the AVSO review appraiser.

Simultaneous delivery to any other party is prohibited.

Note: The initial submission of the report should allow the review appraiser to search text, highlight text and include review comments.

[END OF STATEMENT OF WORK]

SECTION 7: EXHIBITS

The following Subject Property Exhibits are provided as attachments to this SOW:

1. DEVA 151-04 MDLT Highbinder imagery map

2. MTP LSR_66370_Sheet_1

3. APN Map Book 0545 Page 12

4. Survey Plat ca5199

5. AVSO Policy Non‐Fed Payment DM Part 7 CH 2 date 3-21-2019

6. Q&A - Non‐Federal Policy 1-24-2023

7. AVSO Review Checklist

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

A. DEVA 151-04 MDLT Vesting Deed

B. !Amended Prelim 4-10-2023 received 5-15-2023 with NPS notes

C. PIC DEVA 151-04 signed

D. SER_Patent_645175

E. CA_P230081_DEVA_151-04_Highbinder_FINAL

F. Appraisal Assignment…

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Aug 28, 2023.