Sol_140D0424Q0249.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

See Schedule

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SMALL BUSINESS

02/01/2024 1700 ES

01/25/2024

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

140D0424Q0249

5. SOLICITATION NUMBER

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

1 199 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

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

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$9.5

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

ISSUE DATE

DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS THIS CONTRACT IS A RATED

ORDER UNDER THE DEFENSE

PRIORITIES AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

8(A)

Interior Business Center, AQD

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

ADMINISTERED BY:

Interior Business Center, AQD Acquisition Services Directorate 381 Elden Street Suite 2000A Herndon VA 20170 USA The U.S. Department of the Interior, Appraisal and Valuation Services office, requirement for market valuation and appraisal report services for Indiana Dunes National Park, AVIS Case Numbers: P230099, P230100, P230101, & P230102.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Morgan Schickler

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4. FAR 52.212-3

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

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: REFERENCE

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. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

199 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……………………………………………………….4

• 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 ………….……………………………………………………………………9

Federal Acquisition Regulation (FAR) CLAUSES……………………………………………………..45

• 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

(Nov 2023)

• 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)………45

• 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023)…….45

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

Commercial Products and Commercial Services (Nov 2023) ……………..………………………48

• DIAR 1452.201-70 Authorities and delegations (Sep 2011)

LOCAL CLAUSES

• Disclosure of Information………………………………………………………………………….54

• 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)

• 52.204-29 Federal Acquisition Supply Chain Security Act Orders—Representation and

Disclosures (Dec 2023)..……………………………………………………………...58

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

(Sep 2023)…………………………………………………………………………………………..59

• ATTACHMENTS…………………………………………………………………………………...71

Solicitation – 140D0424Q0249

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 four appraisal reports.

• Agency Case ID: 215934, AVIS Number: P230099, Case Name: INDU-Lustron Rental Valuation, located in Beverly Shores, Indiana - Porter County.

• Agency Case ID: 215936, AVIS Number: P230100, Case Name: INDU-Meyer Rental Valuation, located in Beverly Shores, Indiana - Porter County.

• Agency Case ID: 215937, AVIS Number: P230101, Case Name: INDU-Read Rental Valuation, located in Chesterton, Indiana - Porter County.

• Agency Case ID: 215938, AVIS Number: P230102, Case Name: INDU-Solomon Enclave Rental Valuation, located in Beverly Shores, Porter County, Indiana.

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

Requirements are provided in the Statements of Work (Pages 4-9).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 120 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 3 of the Statement of Work (SOW).

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

• Agency Case ID: 215934

• AVIS Number: P230099

• Case Name: INDU-Lustron Rental Valuation

• Location: Beverly Shores, Indiana - Porter County.

• Agency Case ID: 215936

• AVIS Number: P230100

• Case Name: INDU-Meyer Rental Valuation

• Location: Beverly Shores, Indiana - Porter County.

• Agency Case ID: 215937

• AVIS Number: P230101

• Case Name: INDU-Read Rental Valuation

• Location: Chesterton, Indiana - Porter County.

• Agency Case ID: 215938

• AVIS Number: P230102

• Case Name: INDU-Solomon Enclave Rental Valuation

• Location: Beverly Shores, Porter County, Indiana.

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

1. State Certification:

a. The appraiser must hold a current certified general appraiser license from the State of Indiana, as demonstrated by a copy of their current valid state licensing certificate.

2. Technical Acceptability:

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

i. General appraisal experience demonstrating both geographical and technical competence.

ii. Experience in the appraisal of residential properties, specifically for market rent near a

National Park where relevant or other desirable natural area.

iii. Experience in producing appraisals for market rent compliant with USPAP.

iv. A professional appraisal designation, as demonstrated by submission of a copy of a certificate will be considered but is not required.

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal

(not including office administrative staff) including developing value opinions or other opinions relevant to value, and/or expected to write sections of the appraisal report (not including office administrative staff) must be identified in the proposal and a statement of qualifications and copy of the license or permit must be provided for each individual. Their qualifications will be considered in the evaluation of proposals, with emphasis on years of experience, or professional designations, licenses, and real estate education. Any staff associate whose qualifications are not included in the response will not be permitted to contribute to the appraisal without prior written permission from AVSO.

Subcontracting of this assignment is not permissible.

3. Past Performance:

a. Experience in appraising residential properties, specifically for market rent in Indiana will be considered. Submit a list of USPAP-compliant appraisals (similar in geography and/or the appraisal problem) you have completed within the last five (5) years. Include the property type, location, a brief description of the property, agency, contact information, etc. OR, discuss narratively your most pertinent or recent USPAP-compliant appraisal assignment(s) that demonstrates particular expertise for this appraisal.

4. Delivery/Inspection Date:

The target date for the initial appraisal reports submitted to the AVSO Review Appraiser is

90 days or less, including any holidays from the award of the contract. Delivery within the performance period is essential for this assignment. Early delivery is preferable.

5. Price Quote

a. Appraisal fees should be commensurate with the location and complexity of the assignment described in the Statement of Work (SOW). The appraisal contract may or may not be awarded to the lowest bidder.

[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:

A. Technical, B. Past Performance - Delivery/Inspection Date and C. Price.

Technical, and Past Performance - Delivery/Inspection Date when combined, are more important than cost or price.

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

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

(End of provision)

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

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

http://www.sam.gov/

**SUBMISSION OF INTENT**

The Contractor is requested to notify Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and Morgan Schickler, Contracting Officer (CO), via email at morgan_schickler@ibc.doi.gov, of their intent to submit a quote on this order on or before 5:00 PM Eastern Standard Time (EST), Jan 28, 2024.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and cc Morgan Schickler, CO, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM Eastern Standard Time (EST), Jan 28, 2024.

All submissions shall reference “Quote – 140D0424Q0249” 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 Morgan Schickler, CO, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM Eastern Standard Time (EST), Feb 1, 2024. All submissions shall reference “Quote – 140D0424Q0249” and include in the subject line.

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

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

Agency Case ID: 215934

AVIS Number: P230099

SECTION 1 – Subject Identification & General Information

Identification

Case Name: INDU-Lustron Rental Valuation

Location: 350 West Fairwater Avenue, Beverly Shores, Indiana – Porter County

Acreage: INDU-Lustron is part of a larger tract assessed by the Porter County Tax Assessor’s Office; however, only the immediate property is to be appraised, which is 0.33 acres. The property is on the corner of West Lake Front Drive and Windsor Avenue, and fronts on West Fairwater Avenue.

Property Type: Residential Single Unit House

Case Type: Fair market rent appraisal to comply with 36 CFR Part 18 to a single tenant on an absolute net basis based on a hypothetical condition that the property is in rentable condition on the effective date of value.

Client

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

Intended Users

The appraisal report will be used by the client (U.S. Department of Interior, Appraisal and Valuation Services Office) and by the National Park Service on behalf of the United States of America.

Intended Use

The appraisal report will be used to provide guidance to the National Park Service in establishing fair market rent for the subject government-owned property. It is not intended for any other use.

Property Description

The subject is described as follows:

NPS Property I.D. Land Area Tax Parcel ID Building(s)

Schulhof Lustron House

0.33 acres 64-04-04-352-002.000-

Rectangular house consisting of approximately 1,200 square feet with 3 bedrooms in Beverly Shores, Indiana within Indiana Dunes National Park boundaries.

The subject property to be appraised is a three-bedroom house measuring approximately 31’ x 39’ with a large screened-in wood and plastic porch that surrounds the northeastern corner of the house projecting out 6.5’ and covering 18’ of the eastern façade and 24.4’ of the northern façade. The house is mostly hidden by a dune from West Lake Front Drive. The rectangular house is built on a concrete slab foundation and has enabled-steel shingles. Porcelain enamel modular steel panels are situated over a steel frame structure for which serve as both interior and exterior walls.

The Agency request covers only adjacent land to the Schulhof Lustron House. The total size of the Indiana Dunes National Park is much larger, but a valuation of the entire park is not needed for this appraisal.

Building Photographs

Legal Description

Bev Shores 1ST Add Unit Blk 200 Lts 2-8 Lot 11 25 Yr Res.

Property Interest

Property rights held by the leasehold position as defined by the proposed lease.

Outstanding Rights:

None. Any outstanding rights discovered that impact rental value should be discussed promptly with the reviewer during the appraisal process prior to submission of the appraisal report.

Reservations: None. The property owner is proposing to convey a leasehold estate only.

Personal Property

The appraisal must exclude any personal property.

Property Access

Physical: The property has physical access by way of Windsor Avenue, which is off West Lake Front Drive. It also has physical access by way of West Fairwater Avenue, which is off Windsor Avenue.

Legal: The property has legal access.

Property Owner

The legal owner is the United States of America, administered by the U.S. National Park Service

(NPS).

Occupancy

The subject property is currently vacant and not in use.

Owner Contact Information

The owner contact information will be provided to the appraiser upon award.

SECTION 2 – Appraisal Requirements & Instructions Appraisal Standards

The appraisal must conform to the following appraisal standards:

• Uniform Standards of Professional Appraisal Practice (USPAP)

Applicable Law, Regulation, and Policy

The appraisal must conform to the following laws, regulations, and policies:

• Federal Regulations 36 CFR, Part 18

• National Park Service Reference Manual 38

Market Rent

Federal Regulations 36 CFR, § 18.2 defines fair market value rent as follows:

“Fair market value rent means the most probable rent, as of a specific date, in cash or in terms equivalent to cash, for which the property to be leased, under the terms and conditions of the lease, should rent for its highest and best permitted use after reasonable exposure in a competitive market under all conditions requisite to a fair leasing opportunity, with the lessor and the lessee each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.

Determinations if fair market value rent under this part are to be made taking into account the considerations stated in § 18.5.”

Federal Regulations 36 CFR, § 18.5 states:

“Property may be leased under this part only if the lease requires payment of rent to the government equal to or higher than the property’s fair market value rent. The determination of fair market value rent shall take into account:

a) Any restrictions on the use of the property or terms of the lease that limit the value and/or the highest and best use of the property; and

b) Any requirements under the lease for the lessee to restore, rehabilitate or otherwise improve the leased property.”

Date of Value

The date of value is the date of the last property inspection, which must be within 30 calendar days prior to the submission of the initial first draft appraisal report, unless the AVSO review appraiser approves in advance other conditions in writing.

Extraordinary Assumptions

None. If the appraiser determines extraordinary assumptions are necessary for the completion of the assignment, they must contact the AVSO reviewer for prior written approval.

Hypothetical Conditions

The opinion of fair market value rent will be based on the hypothetical condition that the subject property has been renovated into rentable condition that is typical for the market area as of the effective date of the appraisal. A statement regarding use of the hypothetical condition affecting assignment results must be included in compliance with USPAP. If the appraiser determines any other hypothetical conditions are necessary, they must contact the AVSO reviewer for prior written approval.

Jurisdictional Exceptions

If the appraiser believes that USPAP’s Jurisdictional Exception Rule needs to be invoked to comply with law or regulation, they must contact the AVSO reviewer to obtain prior written approval.

Placement in Report

The appraiser must clearly identify all extraordinary assumptions, hypothetical conditions, and jurisdictional exceptions wherever the final value conclusion is stated, including the Letter of Transmittal and the Executive Summary/Summary of Salient Facts. These must also be communicated with any general assumptions and limiting conditions.

Property Inspection

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

The appraiser is to photograph and describe all vertical structures on the subject property.

The appraiser is to make arrangements for the property inspection with the property owner or designated representative and notify the NPS realty specialist and AVSO reviewer of the time in advance, as they may wish to accompany the appraiser on the inspection.

Pre-Work Meeting/Conference Call

The appraiser may be required to attend a pre-work call with the assigned AVSO review appraiser, the NPS realty specialist and/or other NPS representative(s), and other interested parties. The AVSO reviewer will coordinate the date, time, and place of the call.

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

Controversies/Issues

NPS intends for the property to be used as short-term rentals, although there are no specific exclusions to permitted uses. The required property renovations are residential in character.

The appraiser is to estimate fair market value rent to a single tenant (also known as a sandwich lease position) on an absolute net basis.

Rent escalations will be derived from the marketplace and comply with Reference Manual 38 (NPS policy for 36 CFR Part 18) regarding Fair Market Value Rent Formulations, which states all leases with a term of 5 or more years must contain a CPI adjustment provision.

The appraiser will conduct a thorough search for comparable rentals and verification, and explain the process and parameters used to conduct this research.

Should the appraiser identify any other controversies or issues during the course of the assignment that were not previously discussed with the AVSO reviewer, the appraiser must immediately notify the AVSO reviewer before proceeding with the assignment.

Legal Instructions

None.

General Appraisal Requirements & Instructions

1. The appraiser must hold a valid license as a Certified General Appraiser for the jurisdiction in which the subject property is located and insert a copy of the license within the appraisal report.

(Valid credentials include those obtained directly from the jurisdiction, those issued under a reciprocity agreement, and/or those characterized as “temporary” under the jurisdiction’s licensing and certification statutes.)

2. The AVSO statement of work, other assignment instructions and engagement letter must be included within the Addenda to the appraisal report.

3. The appraiser must appraise the subject property in its condition as of the effective date of value, unless authorized in writing by the AVSO reviewer to do otherwise.

4. Color photographs and maps of comparable properties shall be included in the appraisal report.

AVSO will accept aerial photographs for comparable properties unless the aerial photographs do not accurately represent the property as of the date of inspection. The appraiser must photograph any unusual property features from the ground.

5. All adjustments and fair market value rent conclusions must 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 may include discussions with lessors/lessees, potential investors, brokers, etc.

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. 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 reviewer.

8. AVSO will not normally accept custody of confidential or proprietary information. Should the appraiser find it necessary to rely on confidential or proprietary information, then the appraiser must contact the AVSO reviewer for instructions prior to delivering the initial appraisal report.

9. While the public is not an intended user of the appraisal report, the Freedom of Information Act

(FOIA) and bureau policy may result in the release of all or part of the appraisal report to others.

10. When the appraiser has performed any services regarding the subject property within the three prior years, they must disclose the extent of the service in the bid proposal.

11. Review comments provided in writing to the appraiser will require a response in writing from the appraiser. Any requested revisions/additions to the appraisal must be highlighted in a contrasting color in the subsequent electronic report submitted to the reviewer prior to the final, signed electronic copy of the appraisal.

12. All comparable market data must be verified by the appraiser with the lessor, lessee, broker, or other person having knowledge of the price, terms, and conditions of lease. The appraiser should not use leases to or from government agencies in the appraisal unless the leases are used to supplement other open market, competitive property leases.

Special Appraisal Instructions

1. This statement of work is intended to identify the subject and the potential appraisal problems the appraiser is expected to solve. This is the best information gathered at the time that the statement of work is written, and appraisal proposals are requested, but it is not intended to be relied upon by the appraiser as the final appraisal report information. While the appraiser must analyze the information provided, the final appraisal must reflect an appraiser’s typical and appropriate due diligence including the subject and market data research, interviews, and verifications. This information may differ from the information listed in this statement of work. Differences from the statement of work information should be discussed promptly with the reviewer during the appraisal process prior to submission of the appraisal report.

2. Even though communication is encouraged with the National Park Service (NPS), only the assigned AVSO reviewer can modify appraisal instructions (in writing).

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

4. Any communication (verbal or written) with the NPS realty contact shall include the assigned

Provided Subject Property Exhibits

The following subject property exhibits are included as part of this statement of work:

1. INDU-General Location Map

2. INDU-Lustron Sample Lease

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

3. INDU-Assignment Contacts List

SECTION 3 – Performance & Submission Requirements

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO reviewer. The administrative officer will provide contact information of the property owner and the AVSO reviewer for this appraisal assignment to the successful bidder.

The Target Period of Performance for the delivery of the initial appraisal report to the AVSO reviewer is 90 calendar days from the date of the Real Estate Appraisal Engagement. The appraiser must provide the appraisal services as stipulated in this statement of work within the performance period specified, or, with justification for the change, state an alternative period of performance that is appropriate for the stated appraisal fee.

Deliverable/Task Schedule:

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Coordinate with the AVSO reviewer Subject Property Inspection Coordinate with the AVSO reviewer Initial Appraisal Report (PDF version via email to AVSO reviewer)

Target delivery date of initial appraisal report for review is 90 days after the Real Estate Appraisal Engagement

Review Period & Comments Provided to Appraiser

Target date is 25 days after initial appraisal report is delivered to AVSO reviewer

Final Appraisal Report (submit one (1) final electronic copy via e-mail in PDF format of the appraisal report to AVSO Reviewer)

Target date is 5 days after appraisal review is completed

Please note: This appraisal assignment has been bundled with three other appraisal assignments located in Porter County, Indiana. All four appraisal assignments will be awarded to the same contract appraiser. The initial appraisal reports should be submitted as they are completed.

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

Instructions for Quote Preparation and Evaluation Factors

Appraisal service quotes are required to meet all request for quote requirements with emphasis placed on the statement of work. Failure to meet a requirement may result in a bidder’s quote being ineligible for award. Bidders must clearly identify any exception of the solicitation terms and conditions and provide complete accompanying rationale.

The bidding appraiser must indicate in the quote/proposal what specific roles appraisal associates or subordinate vendors will have in the appraisal assignment. This does not include office support staff.

The qualifications of any identified associates or subordinate vendors must be included within the quote.

No other appraisal associates or subordinate vendors may work on the project without prior written authorization from the assigned AVSO reviewer. The appraisal report must detail specific contributions of all individuals, other than the signers. If the signing appraiser does not list anyone else as providing assistance, then it is expected that the quote/proposal is with the signing appraiser doing 100% of the research, analysis, and writing of the appraisal report.

Bidders shall submit their proposal information in the appropriate detail and order outlined in the Best Value Evaluation memo provided with this request for quotation and statement of work. The bidder’s written proposal must clearly demonstrate the bidder’s ability to meet the requirements stated within the statement of work in terms of necessary personnel, materials, resources, and other supplies/services that may be required to perform and complete the work and appraisal report.

The submitted proposal shall be typed, single-sided, single-spaced, 11-font minimum and presented in the order and content outlined in the Best Value Evaluation memo provided. The information provided in the proposal may be incorporated into the Real Estate Appraisal Letter of Engagement.

Performance and Invoice Submission Requirements

The date of delivery of the initial appraisal report to the AVSO reviewer will be based upon the agreement made among the parties for this appraisal and will be detailed in writing within the Real Estate Appraisal Letter of Engagement.

Agency Case ID: 215936

AVIS Number: P230100

SECTION 1 – Subject Identification & General Information

Identification

Case Name: INDU-Meyer Rental Valuation

Location: 360 West Fairwater Avenue, Beverly Shores, Indiana – Porter County

Acreage: INDU-Meyer is part of a larger tract assessed by the Porter County Tax Assessor’s Office; however, only the immediate property is to be appraised, which is 0.32 acres. The property is located on West Lake Front Drive and fronts on West Fairwater Avenue.

Property Type: Residential Single Unit House

Case Type: Fair market rent appraisal to comply with 36 CFR Part 18 to a single tenant

The appraisal report will be used by the client (U.S. Department of Interior, Appraisal and Valuation

The appraisal report will be used to provide guidance to the National Park Service in establishing fair

Meyer House 0.32 acres 64-04-04-352-003.000-

Rectangular house consisting of approximately 2,200 square feet on two levels in Beverly Shores, Indiana within Indiana Dunes National Park boundaries.

The subject property to be appraised contains approximately 2,200 square feet on two levels. The primary living area is on the upper level with living/dining room, 2 bedrooms, 1 1/2 bathrooms, and screened terrace (with electrical outlets for outdoor cooking). The upper level is of post and beam construction which allows for the open floor plan, and extensive use of glass for the exterior walls on the west, north, and east elevations. The interior walls were placed at strategic points to provide for wind bracing. The south elevation, and portions of the west and east elevations, are of wood frame construction with stained cedar siding, and wood framed and aluminum framed windows. The roof overhang is deep, and is supported by the exposed beams which run through the house.

The lower level contains the entry hall with stair, kitchen/laundry, 1 bedroom, 3/4 bathroom, workroom/dark room, utility room, wine cellar under the stair, a screened terrace, and a carport. The lower level was constructed of concrete block with brick veneer.

The roof, which is not included in the approximate square footage, is reached by a ship’s ladder attached to the east side of the house. The roof level has electrical outlets for an intercom and stereo system, and was originally used as a terrace.

The Agency request covers only adjacent land to the Meyer House. The total size of the Indiana Dunes National Park is much larger, but a valuation of the entire park is not needed for this

Lot 9 and 10 in block 200 in Robert Bartlett’s Beverly Shores 1ST Addition to Unit “I”, in the town of Beverly Shores.

Physical: The property has physical access by way of West Fairwater Avenue.

• Uniform Standards of Professional Appraisal Practice (USPAP)

“Fair market value rent means the most probable rent, as of a specific date, in cash or in terms equivalent to cash, for which the property to be leased, under the terms and conditions of the lease, should rent for its highest and best permitted use after reasonable exposure in a competitive market under all conditions requisite to a fair leasing opportunity, with the lessor and the lessee each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.

Determinations if fair market value rent under this part are to be made taking into account the considerations stated in § 18.5.”

Federal Regulations 36 CFR, § 18.5 states:

“Property may be leased under this part only if the lease requires payment of rent to the government equal to or higher than the property’s fair market value rent. The determination of fair market value rent

The date of value is the date of the last property inspection, which must be within 30 calendar days prior to the submission of the initial first draft appraisal report, unless the AVSO review appraiser

None. If the appraiser determines extraordinary assumptions are necessary for the completion of the effective date of the appraisal. A statement regarding use of the hypothetical condition affecting assignment results must be included in compliance with USPAP. If the appraiser determines any other

The appraiser is to photograph and describe all vertical structures on the subject property.

The appraiser is to make arrangements for the property inspection with the property owner or

The appraiser may be required to attend a pre-work call with the assigned AVSO review appraiser, the NPS realty specialist and/or other NPS representative(s), and other interested parties. The AVSO reviewer will coordinate the date, time, and place of the call.

The appraiser is to estimate fair market value rent to a single tenant (also known as a sandwich lease position) on an absolute net basis.

Rent escalations will be derived from the marketplace and comply with Reference Manual 38 (NPS policy for 36 CFR Part 18) regarding Fair Market Value Rent Formulations, which states all leases with a term of 5 or more years must contain a CPI adjustment provision.

The appraiser will conduct a thorough search for comparable rentals and verification, and explain the process and parameters used to conduct this research.

Should the appraiser identify any other controversies or issues during the course of the assignment

(Valid credentials include those obtained directly from the jurisdiction, those issued under a

3. The appraiser must appraise the subject property in its condition as of the effective date of value, “trends” or reliance on the appraiser’s “opinion” or “judgment” without market support is

1. This statement of work is intended to identify the subject and the potential appraisal problems the appraiser is expected to solve. This is the best information gathered at the time that the statement of work is written, and appraisal proposals are requested, but it is not intended to be relied upon by the appraiser as the final appraisal report information. While the appraiser must analyze the information provided, the final appraisal must reflect an appraiser’s typical and appropriate due diligence including the subject and market data research, interviews, and verifications. This information may differ from the information listed in this statement of work. Differences from the

2. INDU-Meyer Sample Lease

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO reviewer. The administrative officer will provide contact information of the property owner and the AVSO reviewer for this appraisal assignment to the successful bidder.

The Target Period of Performance for the delivery of the initial appraisal report to the AVSO reviewer is 90 calendar days from the date of the Real Estate Appraisal Engagement. The appraiser must provide the appraisal services as stipulated in this statement of work within the performance period specified, or, with justification for the change, state an alternative period of performance that is appropriate for the stated

Subject Property Inspection Coordinate with the AVSO reviewer Initial Appraisal Report (PDF version via email to AVSO reviewer)

Target delivery date of initial appraisal report for review is 90 days after the Real Estate Appraisal Engagement

Review Period & Comments Provided to Appraiser

Target date is 25 days after initial appraisal report is delivered to AVSO reviewer

Final Appraisal Report (submit one (1) final electronic copy via e-mail in PDF format of the appraisal report to AVSO Reviewer) contract appraiser. The initial appraisal reports should be submitted as they are completed.

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

Instructions for Quote Preparation and Evaluation Factors

Appraisal service quotes are required to meet all request for quote requirements with emphasis placed on the statement of work. Failure to meet a requirement may result in a bidder’s quote being ineligible for award. Bidders must clearly identify any exception of the solicitation terms and conditions and provide complete accompanying rationale.

The bidding appraiser must indicate in the quote/proposal what specific roles appraisal associates or subordinate vendors will have in the appraisal assignment. This does not include office support staff.

The qualifications of any identified associates or subordinate vendors must be included within the quote.

No other appraisal associates or subordinate vendors may work on the project without prior written authorization from the assigned AVSO reviewer. The appraisal report must detail specific contributions of all individuals, other than the signers. If the signing appraiser does not list anyone else as providing assistance, then it is expected that the quote/proposal is with the signing appraiser doing 100% of the research, analysis, and writing of the appraisal report.

Bidders shall submit their proposal information in the appropriate detail and order outlined in the Best Value Evaluation memo provided with this request for quotation and statement of work. The bidder’s written proposal must clearly demonstrate the bidder’s ability to meet the requirements stated within the statement of work in terms of necessary personnel, materials, resources, and other supplies/services that may be required to perform and complete the work and appraisal report.

The submitted proposal shall be typed, single-sided, single-spaced, 11-font minimum and presented in the order and content outlined in the Best Value Evaluation memo provided. The information provided in the proposal may be incorporated into the Real Estate Appraisal Letter of Engagement.

Performance and Invoice Submission Requirements

The date of delivery of the initial appraisal report to the AVSO reviewer will be based upon the agreement made among the parties for this appraisal and will be detailed in writing within the Real Estate

Agency Case ID: 215937

AVIS Number: P230101

Case Name: INDU-Read Rental Valuation

Location: 1453 Tremont Road, Chesterton, Indiana – Porter County

Acreage: INDU-Read is part of a larger tract assessed by the Porter County Tax which is 5.0 acres. The fronts on North Tremont Road.

Property Type: Residential Single Unit House

Case Type: Fair market rent appraisal to comply with 36 CFR Part 18 to a single tenant

The appraisal report will be used by the client (U.S. Department of Interior, Appraisal and Valuation

The appraisal report will be used to provide guidance to the National Park Service in establishing fair

NPS Property I.D. Land Area Tax Parcel IDs Building(s)

Read House 5.0 acres 64-04-19-155-006.000- 021 & 64-04-19-301- 001.000-021

Rectangular house consisting of approximately 1,700 square feet in Chesterton, Indiana within Indiana Dunes National Park boundaries.

The subject property to be appraised is single unit, single story rectangular house measuring approximately 58’ x 29’ with a low sloped gabled roof and a partial basement under the northern 43% of the house that functions as a garage with the door opening to the east.

The house is parallel with Tremont Road and situated on the ridge of a sand dune with grade falling away to the east and west. The house can be best categorized in the Prairie style of architecture, though falling toward the end of that period of design. The house and use of natural materials create a very non-intrusive and complimentary aspect to its natural surroundings.

The house is constructed of a concrete foundation with locally quarried rough-cut limestone facing the foundation and continuing up the outside surface of the walls forming a wainscot of stone surrounding entire house except where interrupted by doorways and the great room south window.

The remaining exterior is covered with vertically placed 9 ½” redwood boards painted. A roof creates wide overhangs with 12” tall wood facia boards at its outside edge. The roof is covered in fiberglass shingles. Original wood soffits have been replaced with vented aluminum soffits; this is the only change to the exterior of the house. A large, tapered stone chimney extends through the center of the roof in line with the recessed entry area. It has three shafts with vent guards extending above a concrete cap.

The Agency request covers only adjacent land to the Read House. The total size of the Indiana Dunes National Park is much larger, but a valuation of the entire park is not needed for this

Southwest 19, Township 37 North. Range 5 West of 2nd P.M. containing 5 acres, more or less in Porter County, Indiana

Physical: The property has physical access by way of Tremont Road.

• Uniform Standards of Professional Appraisal Practice (USPAP).

“Fair market value rent means the most probable rent, as of a specific date, in cash or in terms equivalent to cash, for which the property to be leased, under the terms and conditions of the lease, should rent for its highest and best permitted use after reasonable exposure in a competitive market under all conditions requisite to a fair leasing opportunity, with the lessor and the lessee each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.

Determinations if fair market value rent under this part are to be made taking into account the considerations stated in § 18.5.”

Federal Regulations 36 CFR, § 18.5 states:

“Property may be leased under this part only if the lease requires payment of rent to the government equal to or higher than the property’s fair market value rent. The determination of fair market value rent

The date of value is the date of the last property inspection, which must be within 30 calendar days prior to the submission of the initial first draft appraisal report, unless the AVSO review appraiser

None. If the appraiser determines extraordinary assumptions are necessary for the completion of the effective date of the appraisal. A statement regarding use of the hypothetical condition affecting assignment results must be included in compliance with USPAP. If the appraiser determines any other

The appraiser is to photograph and describe all vertical structures on the subject property.

The appraiser is to make arrangements for the property inspection with the property owner or

The appraiser may be required to attend a pre-work call with the assigned AVSO review appraiser.

The AVSO reviewer will coordinate the date, time, and place of the call.

The appraiser is to estimate fair market value rent to a single tenant (also known as a sandwich lease position) on an absolute net basis.

Rent escalations will be derived from the marketplace and comply with Reference Manual 38 (NPS policy for 36 CFR Part 18) regarding Fair Market Value Rent Formulations, which states all leases with a term of 5 or more years must contain a CPI adjustment provision.

The appraiser will conduct a thorough search for comparable rentals and verification, and explain the process and parameters used to conduct this research.

Should the appraiser identify any other controversies or issues during the course of the assignment

(Valid credentials include those obtained directly from the jurisdiction, those issued under a

3. The appraiser must appraise the subject property in its condition as of the effective date of value, “trends” or reliance on the appraiser’s “opinion” or “judgment” without market support is

AVSO reviewer.

8. AVSO will not normally accept custody of confidential or proprietary information. Should the

1. This statement of work is intended to identify the subject and the potential appraisal problems the appraiser is expected to solve. This is the best information gathered at the time that the statement of work is written, and appraisal proposals are requested, but it is not intended to be relied upon by the appraiser as the final appraisal report information. While the appraiser must analyze the information provided, the final appraisal must reflect an appraiser’s typical and appropriate due diligence including the subject and market data research, interviews, and verifications. This information may differ from the information listed in this statement of work. Differences from the

2. INDU-Read Sample Lease

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO reviewer.