Sol_140D0424Q0343.pdf

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CODE 18a. PAYMENT WILL BE MADE BY

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OFFEROR

D55

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X

X

531320

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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

03/07/2024 1500 ES

02/28/2024

7039648806Joy Wilson (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0424Q0343

5. SOLICITATION NUMBER

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

1 44 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

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SEE SCHEDULE

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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 GTK (30,R,1); AVIS Case Number: 00216682;

AVIS Project Number: F240081.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Joy B. Wilson

. 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

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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

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ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

44 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW)

CONTRACT CLAUSES

52.252-2 Clauses Incorporated by Reference (Feb 1998) 52.204-13 System for Award Management Maintenance. (Oct 2018) 52.204-18 Commercial and Government Entity Code Maintenance (Aug 2020) 52.204-19 Incorporation by Reference of Representations and Certifications (Dec 2014) 52.204-27 Prohibition on a ByteDance Covered Application (Jun 2023) 52.212-4 Contract Terms and Conditions – Commercial Products and Commercial Services (Nov 2023) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023) ………….…..18 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Feb 2024) DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP) (Feb 2021)

CONTRACT PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998) 52.204-7 System for Award Management (Oct 2018) 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020) 52.204-22 Alternative Line-Item Proposal (Jan 2017) 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Sep 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) ……………………………………………………………………………………………….…..32 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Feb 2024)

[THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

Solicitation – 140D0424Q0343

INSTRUCTIONS TO OFFERORS

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) and the U.S. Fish and Wildlife Service (FWS), is issuing a request for quotation for market valuation and appraisal services for AVIS Case Name: GTK (30,R,1); AVIS Case Number: 00216682; AVIS Project Number: F240081.

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with the Federal Acquisition Regulation (FAR) Part 12, the acquisition of commercial items and FAR Part 13 Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

Total Small Business Set-Aside NAICS: 531320 “Offices of Real Estate Appraisers” PSC: R411 “Support-Professional: Real Property Appraisals” Type of Contract: Firm-Fixed-Priced (FFP)

SERVICE AND SUPPLIES

Requirement are provided in the Statements of Work (SOW).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance will be determined at the contract award. See Performance/Deliverable Requirements specified in the SOW.

LINE-ITEM PRICING

CLIN

No. Land Appraisal Services Description Total Price

00010

AVIS Case Name: GTK (30,R,1) AVIS Case Number: 00216682 AVIS Project Number: F240081

As 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)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

FACTOR A: TECHNICAL QUALIFICATIONS

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

2. Technical 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 offer letter that describes and attests to the following:

1. Please provide a summary of your years of experience appraising vacant tracts which may be improved with merchantable timber and/or mineral deposits with contributory value similar to the subject, within the general market area, and/or similar market areas, to include site size range and improvement types.

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

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

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

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

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

FACTOR B – PAST PERFORMANCE

a. Submit a list of three “Yellow Book” compliant appraisal assignments that you have performed in the last five years, at least one of which must be in Maine, and provide contact information for the government reviewer who approved them. “Yellow Book” compliant appraisals completed for Federal agencies are preferred, although assignments completed to UASFLA standards for State agencies will be considered. Please include:

i. Type of property

ii. Location of property (approximate distance from nearest community)

iii. Size of property (acres)

iv. Date of value (month and year)

If you have not completed any UASFLA-compliant appraisal assignments in the past five years, please state such.

FACTOR C – PRICE QUOTE

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

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

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 Qualifications B. Past Performance C. Price Quote

Technical Qualifications and Past Performance when combined, are more important than 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 via email to Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov of their intent to submit a quote on this order on or before 3:00P.M. Eastern Time, March 4, 2024. All submissions shall reference “Quote – 140D0424Q0343” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, March 4, 2024. All submissions shall reference “Quote – 140D0424Q0343” included in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Joy B. Wilson, Contracting Officer, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, March 7, 2024. All submissions shall reference “Quote – 140D0424Q0343” included in the subject line.

http://www.sam.gov/ mailto:joy_wilson@ibc.doi.gov

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

SECTION 1 – Subject Identification & General Information

Identification Case Name GTK (30,R,1)

Location Kittery, York County, Maine

Acreage 33.00± acres (proposed acquisition) 63.91± acres (retained by sellers) 96.91± acres (contiguous ownership)

Property Type Non-federal unimproved land

Case Type Acquisition

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

Intended Users The intended users of the report are the client (AVSO) and the U. S. Fish and Wildlife Service (FWS) on behalf of the United States of America (USA).

Intended Use The appraisal report will be used by FWS in conjunction with negotiating the acquisition of the subject property via a land purchase from the current landowner.

It is not intended for any other use.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW, as well as item #4 of the Special Appraisal Instructions on page 9 of this SOW for additional valuation instructions.

Aerial Map of Subject Property

The proposed acquisition is depicted in purple with the access easements outlined in red. The three sites being retained by the owner are outlined in white.

Property Description

Located in the community of Kittery in York County, Maine, the property is comprised of 33.00± acres of forested land with three gravel pits which have historically been active, but not for several years. Per FWS, a survey from 1984 indicates the subject site contains 34.50± acres; however, the tax assessor’s size of 33.00± acres is to be utilized in the appraisal report.

Reported historic uses of the land include recreation, sand and gravel mining, possible historic agriculture, and timber harvesting. The area in which the subject is located consists predominantly of residential parcels interspersed with vacant wooded/timbered and agricultural tracts. The property is zoned residential rural.

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

With respect to transfers occurring within the previous 10 years, in 2017, title transferred to the appointed personal representative of the estate of the prior owner (a copy of the original vesting deed and the subsequent probate documents pertinent to the current ownership will be provided to the contracted Appraiser upon contract award). It is reported that the property is not currently listed for sale, nor has it been appraised by FWS or AVSO in the past five years.

Property Access

The subject property is located off Remick’s and Heritage Lanes in Kittery, Maine. Both lanes are narrow, residential roadways. There is no owned road frontage; access is via two perpetual right of way access easements (28’ & 40’ in width) which will transfer with the property (see aerial photo located on previous page).

Legal Description

As stated previously the 33.00± acre proposed acquisition is part of a larger 96.91± acre contiguous ownership. The proposed acquisition is for all of Kittery tax map 65 lot 20 (PID 3853) as shown in the aerial photograph located on a prior page. A preliminary legal description and estimated acreage has been provided by FWS; this will be provided to the contracted appraiser upon award along with a 1984 survey (again, the survey notes a site size of 34.5± acres; per FWS a site size of 33± acres is to be utilized in the appraisal). A copy of the tax card and map for the subject will also be provided, along with the tax cards and maps of the parcels being retained by the seller.

Upon a signed offer to purchase, a survey will be completed by FWS prior to acquisition to establish a final legal description for conveyance and determine an accurate acreage. Please refer to item #4 of the Special Appraisal Instructions section of this SOW for additional valuation instructions.

Property Interest to be Acquired

The property interest to be acquired is the Fee Simple estate together with the two previously referenced perpetual right of way access easements. Any information developed by the Appraiser, or observations that are found to be contrary to the described property rights must be immediately brought to the attention of the AVSO Review Appraiser as a request for possible amended instructions. The mineral estate is reported to be intact and is to be included in the rights valued. (Please refer to the Appraiser’s Use of Consultant Reports section that follows for additional information regarding the subject’s mineral estate).

Reservations/Outstanding Rights

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

Other than the two perpetual right of way access easements, there are no reservations, easements, restrictions, or outstanding rights that have been specifically identified by FWS for the property to be acquired or specifically noted within the most recent vesting deed or proposed legal description. Verification with the property owner is advised. Any additional recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered during the due diligence investigation, in the “normal course of business”, must be identified and discussed in the appraisal report in relation to their impact on value. The appraiser must immediately notify the AVSO Review Appraiser of any indication of significant rights contrary to these described. This may result in amended instructions.

Personal Property None.

Tenancies

None known or noted/reported by FWS; however, the appraiser should confirm with the property owner whether there are any current leases and/or rental agreements for the property.

Larger Parcel

As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of unity of title/ownership, unity of highest and best use (integrated use), and contiguity/proximity as it relates to the highest and best use. UASFLA requires that the factual basis and Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported. The appraiser must conduct all research necessary for a well-supported Larger Parcel(s) conclusion presented in the appraisal. This is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3)

The property to be acquired consists of the 33.00± acre proposed acquisition which is part of a larger 96.91± acre improved contiguous ownership. The 63.91± acres not being purchased are located in the adjacent community of Eliot and are comprised of:

- a 0.42± acre site improved with a single-unit residence,

- 6± acres of agricultural land, and

- 57.49± acres of agricultural and forested land also improved with a small outbuilding. FWS reports this parcel was the site of an auto salvage yard for many years.

It is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership/title in conjunction with unity of highest and best use/integrated use for the purposes of determining the larger parcel(s). It is requested that the Appraiser please notify the AVSO Review Appraiser in advance, after property inspection, concerning the Appraiser’s preliminary larger parcel determination.

Appraiser’s Use of Consultant’s Reports

It is possible there are mineral deposits with economic contributory value on the subject property. According to the AVSO Division of Mineral Evaluation (DME) and FWS, the property has a potentially significant sand and gravel aquifer along Cutts Ridge that may include mineral deposits suitable for excavation, and has a past history of sand and gravel mining on the property. A preliminary minerals evaluation report is being prepared by the DME and will be provided to the contracted appraiser upon completion. DME estimates the report will be available at the end of February/early March 2024.

No timber information was provided by FWS or the owner and it is unknown if there is merchantable timber of contributory value located on the subject property. Please notify the AVSO Review Appraiser if you determine a timber cruise and/or further minerals study/investigation is necessary to achieve credible assignment results (note: this notification generally occurs subsequent to inspecting the subject property and often after completing preliminary highest and best use analysis and identifying potential comparable sales).

Please note that justification supporting your determination that a timber cruise and/or further minerals study/investigation is necessary to achieve credible assignment results must be provided to the AVSO Review Appraiser. Assuming adequate support exists, the AVSO Review Appraiser will contact FWS to coordinate for a timber cruise and/or minerals study/investigation to be completed. This may result in the contract award with the contracted Appraiser needing to be adjusted to accommodate the procurement of the timber cruise and/or minerals study/investigation and the period of performance may need to be adjusted to accommodate completion of the appraisal assignment.

Should a timber cruise/valuation and/or minerals study/investigation be determined necessary, please note that Section 1.13 of UASFLA states “the appraiser cannot merely accept such consultant reports as accurate, but rather must analyze such reports and adopt them only if reasonable and adequately documented and supported. The results of secondary valuation reports (minerals, fixtures, or timber valuations) cannot simply be added to the value of the land to arrive at a value of the property as a whole. To do so would violate the unit rule and professional standards. The appraiser must consider these components of the property in light of how they contribute to the market value of the property as a whole.”

Ownership

Information will be provided to the contracted Appraiser upon award.

Owner Contact Information

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

Subject Property Exhibits

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

1. GTK (30,R,1) 1984 Survey

2. GTK (30,R,1) Aerial Map All Properties

3. GTK (30,R,1) FWS Appraisal Map

4. GTK (30,R,1) Legal Description Inclusive of Access Easements

5. GTK (30,R,1) Permission to Inspect

6. GTK (30,R,1) Tax Card Subject

7. GTK (30,R,1) Tax Cards Contiguous Parcels

8. GTK (30,R,1) Tax Map Subject

9. GTK (30,R,1) Tax Maps Contiguous Parcels

10. GTK (30,R,1) Vesting Deed & Probate Documents

11. GTK (30,R,1) DME Preliminary Minerals Evaluation Report (will be provided to the contracted appraiser once completed)

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

1. Uniform Standards of Professional Appraisal Practice (USPAP- 2024 edition) Standards 1 & 2

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

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

Market Value

Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions,

1.2.4 of 6th Edition) This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

Date of Value

The date of value is to be the date of the last property inspection, which should be within 30 calendar days of the submission of the initial appraisal report, unless the AVSO Review Appraiser approves in advance other conditions in writing.

Extraordinary Assumptions (EA’s)

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

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

If the Appraiser determines that an extraordinary assumption is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s)

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

Jurisdictional Exceptions (JE’s)

Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion of exposure time [UASFLA, 6th Ed., Section 1.2.4, 1.2.7.2 and 4.2.1.2 (legal basis)], unlike other appraisal assignments subject to USPAP [Standard Rule 1-2(c) and 2-2(a)(vi)]. This exclusion of exposure time requires the use of a Jurisdictional Exception (JE) to USPAP. (Refer to page 17 of USPAP for proper reporting.)

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

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

Placement in Report

The Appraiser must clearly identify and discuss the implications of any authorized Extraordinary Assumptions and Hypothetical Conditions (including a statement that their use might have affected the assignment results) within the General Assumptions and Limiting Conditions and Scope of Work sections of the appraisal report along with the Jurisdictional Exception (assignment condition) per UASFLA Sections 2.3.1.7 & 2.3.1.8. Please also identify any authorized EAs and HC’s wherever the final value conclusion is stated, this includes the Letter of Transmittal and the Summary of Salient Facts.

Property Inspection

The Appraiser must physically inspect the subject property (UASFLA Section 1.2.6.3). The owner’s representative has given permission to enter the property to conduct an inspection. The document granting permission to appraise will be provided to the contracted Appraiser upon award. Please contact the owner’s representative directly to arrange a date and time for inspection. You must notify the AVSO Review Appraiser, in advance, when the property inspection will occur.

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

Pre-Work Meeting/Conference Call

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

Controversies/Issues

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

Legal Instructions

None given.

Special Appraisal Instructions

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

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

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

4. The area of acquisition is estimated to contain approximately 33.00± acres, with the actual acreage to be acquired dependent upon completion of a formal survey. Consequently, if the larger parcel is appraised on a “per acre” basis (versus on a “per lot” or “per site” basis), it is requested that in addition to stating the final conclusions(s) of the larger parcel(s) within the appraisal report, the unit value (e.g., $XX/acre) for the larger parcel(s) be stated along with the range of acreage within which that unit value(s) would be valid (e.g., $XX/acre is valid for a range of XX-XX acres). This is an assignment condition and to be reported as such within the appraisal report:

NOTE TO INTENDED USER: This range in acreage for the concluded unit value is only applicable to the final surveyed acreage for the footprint of the appraised larger parcel(s) and considers no material changes to the physical characteristics of the larger parcel(s). This tool is only intended to assist the acquiring agency in re-calculating/rectifying the value of the appraised larger parcel(s), after completion of the survey. The range in acreage within which the concluded unit value(s) would be valid is not intended for use by the acquiring agency/client to add additional lands/tracts to the proposed acquisition or to allow the retention/removal of lands/tracts from the proposed acquisition by the landowner or client agency as a result of negotiations after the appraisal has been completed. Addition or removal of a tract(s) from the appraised larger parcel could change the physical characteristics of the property and require amendment of the appraisal or reappraisal.

General Appraisal Requirements & Instructions

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

2. This AVSO Statement of Work and pages 1 & 2 of the Contract Award document must be included within the Addenda to the appraisal report along with the Appraiser's license, to include temporary if applicable, and qualifications.

3. All appraisals complying with UASFLA should reasonably conform to the sequence and content outlined in UASFLA, Section 2.3 as well as Appendix B or C, depending on applicability.

4. The appraisal is to be documented in an “Appraisal” reporting format [USPAP Standard 2- 2(a)].

UASFLA, Section 2.2 states that reporting formats set forth under Sections 2.3, 2.4, and

2.5 (Appendix B, C, or D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

5. The Appraiser must appraise the subject property in its existing “As Is” condition unless otherwise instructed herein or authorized in writing by the AVSO Review Appraiser to do otherwise.

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

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

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

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

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

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

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

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

SECTION 3 – Performance & Submission Requirements

After contract award, the Appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO Review Appraiser. The contract award package will identify the AVSO Review Appraiser and his/her contact information in the Project Contact Information document.

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

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting By telephone, coordinated by the AVSO Review Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 90 calendar days from the date of award.

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

Review Period & Comments Provided to Appraiser Target is 15 calendar days after initial appraisal report received.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 2 business days or a total of 15 days in the event of multiple requests for correction or clarification.

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

Payment

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

(END OF STATEMENT OF WORK)

CONTRACT CLAUSES:

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

https://www.acquisition.gov

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

(End Clause)

FAR 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023)

(a) Definitions. As used in this clause—

Covered article, as defined in 41 U.S.C. 4713(k), means—

(1) Information technology, as defined in 40 U.S.C. 11101, including cloud computing services of all types;

(2) Telecommunications equipment or telecommunications service, as those terms are defined in section 3 of the Communications Act of 1934 ( 47 U.S.C. 153);

(3) The processing of information on a Federal or non-Federal information system, subject to the requirements of the Controlled Unclassified Information program (see 32 CFR part 2002); or

(4) Hardware, systems, devices, software, or services that include embedded or incidental information technology.

FASCSA order means any of the following orders issued under the Federal Acquisition Supply Chain Security

Act (FASCSA) requiring the removal of covered articles from executive agency information systems or the exclusion of one or more named sources or named covered articles from executive agency procurement actions, as described in 41 CFR 201–1.303(d) and (e):

(1) The Secretary of Homeland Security may issue FASCSA orders applicable to civilian agencies, to the extent not covered by paragraph (2) or (3) of this definition. This type of FASCSA order may be referred to as a Department of Homeland Security (DHS) FASCSA order.

(2) The Secretary of Defense may issue FASCSA orders applicable to the Department of Defense (DoD) and national security systems other than sensitive compartmented information systems. This type of FASCSA order may be referred to as a DoD FASCSA order.

(3) The Director of National Intelligence (DNI) may issue FASCSA orders applicable to the intelligence community and sensitive compartmented information systems, to the extent not covered by paragraph (2) of this definition. This type of FASCSA order may be referred to as a DNI FASCSA order.

Intelligence community, as defined by 50 U.S.C. 3003(4), means the following—

(1) The Office of the Director of National Intelligence;

(2) The Central Intelligence Agency;

(3) The National Security Agency;

(4) The Defense Intelligence Agency;

(5) The National Geospatial-Intelligence Agency;

(6) The National Reconnaissance Office;

(7) Other offices within the Department of Defense for the collection of specialized national intelligence through reconnaissance programs;

(8) The intelligence elements of the Army, the Navy, the Air Force, the Marine Corps, the Coast Guard, the Federal Bureau of Investigation, the Drug Enforcement Administration, and the Department of Energy;

(9) The Bureau of Intelligence and Research of the Department of State;

https://www.acquisition.gov/ https://www.govinfo.gov/link/uscode/41/4713 https://www.govinfo.gov/link/uscode/40/11101 https://www.govinfo.gov/link/uscode/47/153 https://www.ecfr.gov/current/title-32/part-2002 https://www.ecfr.gov/current/title-41/section-201-1.303#p-201-1.303(d) https://www.ecfr.gov/current/title-41/section-201-1.303#p-201-1.303(e) https://www.govinfo.gov/link/uscode/50/3003

(10) The Office of Intelligence and Analysis of the Department of the Treasury;

(11) The Office of Intelligence and Analysis of the Department of Homeland Security; or

(12) Such other elements of any department or agency as may be designated by the President, or designated jointly by the Director of National Intelligence and the head of the department or agency concerned, as an element of the intelligence community.

National security system, as defined in 44 U.S.C. 3552, means any information system (including any telecommunications system) used or operated by an agency or by a contractor of an agency, or other organization on behalf of an agency—

(1) The function, operation, or use of which involves intelligence activities; involves cryptologic activities related to national security; involves command and control of military forces; involves equipment that is an integral part of a weapon or weapons system; or is critical to the direct fulfillment of military or intelligence missions, but does not include a system that is to be used for routine administrative and business applications (including payroll, finance, logistics, and personnel management applications); or

(2) Is protected at all times by procedures established for information that have been specifically authorized under criteria established by an Executive order or an Act of Congress to be kept classified in the interest of national defense or foreign policy.

Reasonable inquiry means an inquiry designed to uncover any information in the entity's possession about the identity of any covered articles, or any products or services produced or provided by a source. This applies when the covered article or the source is subject to an applicable FASCSA order. A reasonable inquiry excludes the need to include an internal or third-party audit.

Sensitive compartmented information means classified information concerning or derived from intelligence sources, methods, or analytical processes, which is required to be handled within formal access control systems established by the Director of National Intelligence.

Sensitive compartmented information system means a national security system authorized to process or store sensitive compartmented information.

Source means a non-Federal supplier, or potential supplier, of products or services, at any tier.

(b) Prohibition.

(1) Unless an applicable waiver has been issued by the issuing official, Contractors shall not provide or use as part of the performance of the contract any covered article, or any products or services produced or provided by a source, if the covered article or the source is prohibited by an applicable FASCSA orders as follows:

(i) For solicitations and contracts awarded by a Department of Defense contracting office, DoD FASCSA orders apply.

(ii) For all other solicitations and contracts DHS FASCSA orders apply.

(2) The Contractor shall search for the phrase “FASCSA order” in the System for Award Management

(SAM) at https://www.sam.gov to locate applicable FASCSA orders identified in paragraph (b)(1).

(3) The Government may identify in the solicitation additional FASCSA orders that are not in SAM, which are effective and apply to the solicitation and resultant contract.

(4) A FASCSA order issued after the date of solicitation applies to this contract only if added by an amendment to the solicitation or modification to the contract (see FAR 4.2304(c)). However, see paragraph (c) of this clause.

(5)

(i) If the contractor wishes to ask for a waiver of the requirements of a new FASCSA order being applied through modification, then the Contractor shall disclose the following:

(A) Name of the product or service provided to the Government;

(B) Name of the covered article or source subject to a FASCSA order;

(C) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied or supplies the covered article or the product or service to the Offeror;

(D) Brand;

(E) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

https://www.govinfo.gov/link/uscode/44/3552 https://www.sam.gov/ https://www.acquisition.gov/far/4.2304#FAR_4_2304

(F) Item description;

(G) Reason why the applicable covered article or the product or service is being provided or used;

(ii) Executive agency review of disclosures. The contracting officer will review disclosures provided in paragraph (b)(5)(i) to determine if any waiver is warranted. A contracting officer may choose not to pursue a waiver for covered articles or sources otherwise covered by a FASCSA order and to instead pursue other appropriate action.

(c) Notice and reporting requirement.

(1) During contract performance, the Contractor shall review SAM.gov at least once every three months, or as advised by the Contracting Officer, to check for covered articles subject to FASCSA order(s), or for products or services produced by a source subject to FASCSA order(s) not currently identified under paragraph (b) of this clause.

(2) If the Contractor identifies a new FASCSA order(s) that could impact their supply chain, then the Contractor shall conduct a reasonable inquiry to identify whether a covered article or product or service produced or provided by a source subject to the FASCSA order(s) was provided to the Government or used during contract performance.

(3)

(i) The Contractor shall submit a report to the contracting office as identified in paragraph (c)(3)(ii) of this clause, if the Contractor identifies, including through any notification by a subcontractor at any tier, that a covered article or product or service produced or provided by a source was provided to the Government or used during contract performance and is subject to a FASCSA order(s) identified in paragraph (b) of this clause, or a new FASCSA order identified in paragraph (c)(2) of this clause. For indefinite delivery contracts, the Contractor shall report to both the contracting office for the indefinite delivery contract and the contracting office for any affected order.

(ii) If a report is required to be submitted to a contracting office under (c)(3)(i) of this clause, the Contractor shall submit the report as follows:

(A) If a Department of Defense contracting office, the Contractor shall report to the website at https://dibnet.dod.mil.

(B) For all other contracting offices, the Contractor shall report to the Contracting Officer.

(4) The Contractor shall report the following information for each covered article or each product or service produced or provided by a source, where the covered article or source is subject to a FASCSA order, pursuant to paragraph (c)(3)(i) of this clause:

(i) Within 3 business days from the date of such identification or notification:

(A) Contract number;

(B) Order number(s), if applicable;

(C) Name of the product or service provided to the Government or used during performance of the contract;

(D) Name of the covered article or source subject to a FASCSA order;

(E) If applicable, name of the vendor, including the Commercial and Government Entity code and unique entity identifier (if known), that supplied the covered article or the product or service to the Contractor;

(F) Brand;

(G) Model number (original equipment manufacturer number, manufacturer part number, or wholesaler number);

(H) Item description; and

(I) Any readily available information about mitigation actions undertaken or recommended.

(ii) Within 10 business days of submitting the information in paragraph (c)(4)(i) of this clause:

(A) Any further available information about mitigation actions undertaken or recommended.

(B) In addition, the Contractor shall describe the efforts it undertook to prevent submission or use of the covered article or the product or service produced or provided by a source subject to an applicable FASCSA order, and any additional efforts that will be incorporated to prevent future submission or use of the covered article or the product or service produced or provided by a source that is subject to an applicable…