Sol_140D0424Q0376.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

0008351508 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

03/29/2024 1500 MD

03/19/2024

2082077391Robert Staats (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0424Q0376

5. SOLICITATION NUMBER

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

1 121 0040655398OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

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

15. DELIVER TO

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

9. ISSUED BY

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 SCHEDULEX

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

AVSO Land Appraisal for SJRRP - WONDERFUL, AVIS#

R230009, CASE ID# 00215448.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

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.

FINAL Delivery Date: 165 days after award.

Period of Performance: 04/06/2024 to 08/06/2024

00010 SJRRP - WONDERFUL, R230009

Product/Service Code: R411

Product/Service Description: SUPPORT-

PROFESSIONAL: REAL PROPERTY APPRAISALS

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

121 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS

SUBMISSION OF QUOTE

STATEMENT OF WORK …………………………………………………………………………………9

CONTRACT CLAUSES…………………………………………………………………………………...28

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) 52.204-30 Federal Acquisition Supply Chain Security Act Orders-Prohibition (Dec 2023)……………….28 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders - Commercial Products and Commercial Services (Feb 2024)………. ……………..………………………31

LOCAL CLAUSES…………………………………………………………………………………………38

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)…………………………………………………………………………………………………..42 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (Feb 2024)

ATTACHMENTS…………………………………………………………………………………………... 59

Solicitation – 140D0424Q0376

INSTRUCTIONS TO OFFERORS:

PROPERTY DESCRIPTION

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal & Valuation Services Office (AVSO) is issuing a request for quotation for an appraisal report. Agency Case ID: 00215448, AVIS Number: R230009, Case Name: SJRRP Wonderful Nut Orchards LLC. The subject property is on the north side of the San Joaquin River between Lone Willow Slough/Chowchilla Canal and Fresno Slough. The acquisition area is six miles southeast of Firebaugh. The acquisition area includes irrigated cropland improved with almond orchards and land in the San Joaquin River bottom. The property is located in the San Joaquin Valley at the southwest corner of Madera County.

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 Code: 531320; for Offices of Real Estate Appraisers.

• PSC: R411; Support-Professional: Real Property Appraisals

• Type of Contract: Firm-Fixed-Price (FFP)

SERVICE AND SUPPLIES

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

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. Appraisal Service Description Total Price

00010

• Agency Case ID: 00215448

• AVIS Number: R230009

• Case Name: SJRRP Wonderful Nut Orchards LLC

• Location: Madera County, CA.

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

GENERAL REQUIREMENTS

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

• Tax Identification Number (TIN)

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

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

FACTOR 1: TECHNICAL CAPABILITY

1. a. State Certification: The contractor must hold a current Certified General Appraiser license in the

State of California as demonstrated by submitting a copy of their State Licensing Certificate for the State of California.

FACTOR 2: TECHNICAL ABILITY

A. Experience for Assignment: Both geographical competency and technical competency will be considered. The contractor shall provide a standard Appraiser's Statement of Qualifications and a signed proposal letter that describes and attests to the following: 1.

Identify years of experience appraising comparable tracts of land in the San Juan Islands of the Puget Sound or similar areas. If the appraiser has no or limited experience, then submit a description outlining the proposed scope of work.

i. The appraiser is required to provide verifiable evidence of general and technical appraisal experience within his/her statement of qualifications, a resume, and/or curriculum vitae. Please identify years of experience appraising agricultural and orchard properties as well as years of experience working with the federal government regarding acquisitions.

ii. The appraiser’s resume or statement of qualifications must show evidence of experience appraising agricultural property including permanent plantings in the San Joaquin Valley of California. If the appraiser has experience with these property types, but not in the market location, then they must so-state this fact and demonstrate his/her experience in other areas as well as the actions proposed that will allow them to complete the assignment competently.

iii. Identify any relative experience and one specific example related to the valuation of a partial acquisition that required a before and after analysis along with a redacted appraisal report addressing the same OR identify a project prepared for AVSO that required a before and after valuation and was UASFLA compliant along with the name of the review appraiser.

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

v. A designation from a recognized professional appraisal organization will be considered but is not required. If the appraiser is a member of a professional organization, this should be identified in the statement of qualifications or resume with the name of the organization, and the level, type, or category of such membership.

B. Qualifications of Associate Appraisers: Any subcontracting of this assignment is not permissible. Indicate in the offer what specific roles associates will have in the assignment (This does not include office support staff). A statement of qualifications of any identified associate expected to contribute to the appraisal and copy of their license or permit must be included with the offer for each individual identified. No other associates may work on the project without prior written authorization from the AVSO Review Appraiser. The appraisal report must detail specific contribution(s) of all individuals, other than the signer(s). If the contractor does not list anyone else as providing assistance, it is expected that the proposal is with the contractor doing 100 percent of the research, analysis and writing.

FACTOR 3: PAST PERFORMANCE

i. Submit a list of similar property type UASFLA, or USPAP, appraisal projects that you have performed in the last five (5) years. Include property type, general location, agency, client contact information, etc.

ii. Submit a list of the two (2) most recent appraisals reviewed by Federal Review Appraisers to Yellow Book Standards. Include the client, agency, property name, property type, location, size, date of value and name of Federal reviewer. If no projects have been completed to Yellow Book Standards, please provide two (2) redacted appraisal reports on properties similar to those outlined under Factor 2.A. ii.

FACTOR 4: DELIVERY/INSPECTION DATE

A. Target date for report review delivery is 120 days from award of contract.

B. Early delivery will be considered in selection.

C. If the target date is not achievable, then Offeror is requested to supply an alternate delivery date not to exceed 150 days and a reason for the longer delivery (e.g., heavy workload, vacation, location, etc.).

FACTOR 5: APPRAISAL FEE AMOUNT FOR ASSIGNMENT

Appraisal fee quotes should be commensurate with the location of the property, the complexity of the assignment and the Scope of Work required. The appraisal contract may or may not be awarded to the lowest bidder. Selection will be made based on the Best Value to the Government.

[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. State Certification B. Technical Acceptability C. Past Performance D. Delivery/Inspection Date and E. Price.

State Certification, Technical Acceptability, Past Performance, and 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.

**SUBMISSION OF INTENT**

The Contractor is requested to notify via email to Morgan Schickler, Contracting Officer (CO), at morgan_schickler@ibc.doi.gov and Robert Staats, Contract Specialist (CS), at Robert_staats@ibc.doi.gov of their intent to submit a quote on this order on or before 3:00P.M. Mountain Time, March 26, 2024.

All submissions shall reference “Quote – 140D0424Q0376” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Morgan Schickler, Contracting Officer (CO), at morgan_schickler@ibc.doi.gov and Robert Staats, CS, at Robert_staats@ibc.doi.gov on or before 3:00 P.M. Mountain Time, March 26, 2024. All submissions shall reference “Quote – 140D0424Q0376” included in the subject line.

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

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Morgan Schickler, Contracting Officer (CO), at morgan_schickler@ibc.doi.gov and Robert Staats, CS, at Robert_staats@ibc.doi.gov on or before 3:00 P.M. Mountain Time, March 29, 2024. All submissions shall reference “Quote – 140D0424Q0376” included in the subject line.

STATEMENT OF WORK (SOW)

Bureau Case ID: SJRRP Reach 2B – Wonderful Nut Orchards LLC

AVIS Number: R230009

Appraiser Instructions

1. Prior to contract award, submit all questions in writing to AQD_D5B1_AVSO_Contract_Suppor t@ibc.doi.gov.

2. Submit your contract response (bid package) for this appraisal assignment to the above-referenced email address.

3. The contracting officer will provide contact information for the property owner and the Appraisal and Valuation Services Office review appraiser for this appraisal assignment with the contract award.

4. This Statement of Work (SOW) is a guide to the appraiser. Data and information presented in the SOW regarding the subject property should be verified by the appraiser.

5. This SOW is not intended to limit the scope of appraisal investigations or bias the independent judgment or value opinions of the appraiser.

SECTION 1 – Subject Identification & General Information

Identification

Case Name: Wonderful Nut Orchards LLC Property - Reach 2B

Location: North side of the San Joaquin River east of its confluence with Fresno Slough and west of Lone Willow Slough/Chowchilla Canal, six miles southeast of Firebaugh, Madera County, California.

Acquisition Size: Fee rights are proposed to be acquired on portions of three separate parcels of land; one of which will be acquired in its entirety. This includes groundwater rights. Surface water rights, however, are not being acquired by Reclamation. The proposed fee acquisition totals

495.71 acres as per the Draft General Warranty Deed (GWD) identified as “Wonderful_GWD Draft dated June of 2023” and attached as an exhibit to this SOW.

The fee estate in three Madera County Assessor’s Parcels will be acquired as follows:

APN APN Acres Fee Acq. Acres 042-231- 013 95.50 95.50 042-260-007 703.50 316.02

042-280-002 190.01 84.19 Total 495.71

Total Owned: The owner’s holdings in the vicinity appear to be in excess of 14,000 acres, inclusive of the proposed acquisition area.

mailto:AQD_D5B1_AVSO_Contract_Support@ibc.doi.gov mailto:AQD_D5B1_AVSO_Contract_Support@ibc.doi.gov

Property Type: The acquisition area includes irrigated cropland improved with almond orchards and land in the San Joaquin River bottom. The owner’s property is extensive in the vicinity including numerous orchard blocks, staging areas, irrigation water ponds, farmstead/equipment shop sites, and a processing facility site.

Case Type: The Bureau of Reclamation (USBR/Reclamation) is requesting valuations for which before and after values will be required. Damages and/or cost to cure the remainder must be considered.

Client

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

Intended Users

Appraisal and Valuation Services Office (AVSO) and the U.S. Bureau of Reclamation (USBR) on behalf of the United States of America

Intended Use

The appraisal will be used for setting the basis of compensation due to the landowner for the acquisition area. It is not intended for any other use.

Location Map

Property Description

The property is in the San Joaquin Valley at the southwest corner of Madera County. It is on the north side of the San Joaquin River between Lone Willow Slough/Chowchilla Canal and Fresno Slough. The acquisition area is six miles southeast of Firebaugh. It is irregularly shaped and consists of irrigated farmland developed to almond orchards and a portion is river bottom. The orchards within the acquisition area consists of various blocks of almond varietals including Nonpareil, Monterey and Wood Colony which were planted in 2009 and 2010. This information must be investigated and confirmed by the appraiser with the property owner during the appraisal process. Aside from the wells and existing irrigation system that would have to be severed/redesigned to maintain the orchard on the remainder (see exhibit D - Wonderful Irrigation Landowners), there do not appear to be any permanent buildings in the proposed acquisition area. However, within the roughly 14,000 acres owned by Wonderful there are significant structures including farmstead/maintenance areas, staging areas, irrigation ponds, and a processing center.

Items to be excluded from the proposed acquisition:

The subject owner, owns and manages two pumps (known as Big and Little Bertha). These two pumps transfer flood water (when there is excess water available) from the San Joaquin River into the Columbia Canal. The Columbia Canal then conveys this excess surface water to other Wonderful lands within the Columbia Canal District (outside of the proposed acquisition area). Although the two Bertha pumps are within the footprint of the proposed acquisition area, the right to pump these flows, when present and available within the river, are not to be appraised as the surface water rights are not being acquired. The pumps themselves will remain in the ownership of Wonderful and the underlying land, in the after, will be owned by the United States and licensed back to Wonderful for their operations of the pumps. A copy of the draft license, identified as “Wonderful Draft Bertha Pump License 2023”, is attached as an exhibit to this SOW. Impacts associated with the future encumbrance that Reclamation proposes on the use of these two pumps placed upon the land being acquired must be investigated and analyzed as part of the appraiser’s due diligence and per UASFLA requirements for valuation.

The property to be acquired is planned for use as part of the San Joaquin River Restoration Program Mendota Pool Bypass and Reach 2B Improvements Project. A complete description of this portion of the program can be found at:

http://www.restoresjr.net/projects/restoration/2b- and-mendota-reach-bypass/.

http://www.restoresjr.net/projects/restoration/2b-%20and-mendota-reach-bypass/

Assessor Parcel Maps

The acquisition area is the entirety of APN: 042-231-013 and portions of the other two Madera County Assessor’s Parcels as follows:

APN APN Acres Fee Acq. Acres 042-231- 013 95.50 95.50 042-260-007 703.50 316.02

042-280-002 190.01 84.19 Total 495.71

The proposed client agency action is to acquire the subject land for purposes of facilities development. Their goal is to acquire the 495.71-acres of land (identified below). The client is requesting effectively a “before and after” or partial acquisition valuation, with the client requesting market values for 1) the fee simple estate (subject to reservations of record), of the larger parcel (“before” condition) and 2) the “after” condition, the property interest is the same, with the removal of the 495.71 acres.

Scenario 042-231-013 042-260-007 042-280-002

Fee Acquisition (All Areas) 95.50 316.02 84.19

Wonderful Exceptions Map

The SOW lacks a detailed description of property use. Uses within the proposed acquisition area, as well as the larger parcel, are expected to be investigated and reported as part of the appraisal process. Required report contents are identified in the “Report Outline Format”, a copy of which is included in this SOW as an exhibit attachment.

Water rights are a significant influence on use and value in the area. There appear to be multiple irrigation sources at the subject property including the Columbia Canal Company surface water district, Alicio Water District (which is solely ground water pumpers) and deep wells throughout the property. According to USBR, shares in the Columbia Canal Company (CCC) that are associated with the proposed fee acquisition area were moved prior to the solicitation of this appraisal and although they exist as part of the overall Wonderful property, there are currently no CCC water shares associated with the proposed fee acquisition area. Thus, USBR reports that the only irrigation within the proposed acquisition area includes the Alicio Water District (which is solely ground water pumpers) and several deep wells. Therefore, surface water rights are not being acquired by Reclamation and only groundwater rights are included as part of the proposed acquisition. Water rights will require confirmation by the appraiser during the appraisal process with the property owner and water right entities.

Items to be excluded from the proposed acquisition:

As noted previously, the subject owner, owns and manages two pumps (known as Big and Little Bertha). These two pumps transfer flood water (when there is excess water available) from the San Joaquin River into the Columbia Canal. The Columbia Canal then conveys this excess surface water to other Wonderful lands within the Columbia Canal District (outside of the proposed acquisition area).

Although the two Bertha pumps are within the footprint of the proposed acquisition area, the right to pump these flows, when present and available within the river, are not to be appraised as the water rights are not being acquired. The pumps themselves will remain in the ownership of Wonderful and the underlying land, in the after, will be owned by the United States and licensed back to Wonderful for their operations of the pumps. A copy of the draft license, identified as “Wonderful Draft Bertha Pump License 2023”, is attached as an exhibit to this SOW. Impacts associated with the future encumbrance that Reclamation proposes on the use of these two pumps placed upon the land being acquired must be investigated and analyzed as part of the appraiser’s due diligence and per UASFLA requirements for valuation.

The property is not identified to participate in a settlement contract facilitating the pumping of groundwater to the Central Valley Project for use in another area.

Confirmation of this fact in the appraisal is requested since, groundwater pumping for transfer occurs in the neighborhood and can impact how property is viewed in the market.

Improvements

No permanent buildings are reported to be within the proposed acquisition area.

Farmstead/equipment shop sites and a hulling/processing plant site are noted within the Wonderful owned acreage on Google Earth maps shown below.

However, several irrigation wells and distribution equipment are within the proposed acquisition area and a map reflecting their locations is included in the map identified as “Wonderful Irrigation Landowners” which is attached as an exhibit to this SOW. USBR reported that the wells provide sufficient water for the existing orchards. However, the wells may have an integrated use with the surrounding properties, the majority of which are under the same ownership. These factors should be examined, and any value impacts should be addressed in the appraisal report.

According to the Realty Specialist with US Bureau of Reclamation, Pamela Benn, two of the wells (3921-92 and 3921-93) are monitoring wells, reportedly nonfunctioning, owned by Wonderful and their status as in use or nonfunctioning will need to be determined by the appraiser. The four wells that are reportedly still functioning, and that are within the proposed acquisition area, that will need to be evaluated (along with the conveyance infrastructure associated with these wells) for possible damage and/or cost to cure the remainder are wells 3730-62, 3730-65, 3730-74, and 3730-78. It is noted that well 3730-78 has historically been shown to be located within the proposed acquisition area, however, is not listed in the well inventory or shown on the map. It may be capped and no longer in use, but the appraiser needs to investigate whether it

Processing

Farmstead, Shop/Storage

Shop/Storag exists, whether it is still in use, or if it is capped. Additionally, there are three other wells that are near the boundary of the proposed acquisition area and are undeterminable (based on the map) if they are within the proposed acquisition area or not. If inside the proposed acquisition area, wells 3730- 73, 3730-77, and 3921-62 will also need to be evaluated for possible damage and/or cost to cure the remainder. Any other wells discovered inside the proposed acquisition area during the appraisal process need to be identified and analyzed for damages to the remainder and/or cost to cure needs to be determined.

As noted, the purpose of this appraisal assignment is to provide an opinion of the compensation due for the acquisition of rights along the acreage in the vicinity of the San Joaquin River. They represent a fee interest of the property and appraisals for fee interest acquisitions are covered in the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA). The review appraiser will not dictate to the contract appraiser the scope of work necessary to achieve credible appraisal assignment results in the context of the intended use and users, other than the requirements outlined in this SOW.

However, the appraiser is advised that the goal of any acquisition by the USA is to impartially protect the interests of all concerned (the property owner and the USA) and that the compensation paid will leave the property owner (monetarily) in the after condition the same as he was in the before condition.

Acquisition Area

As noted, the acquisition area of 495.71 acres is a portion of three parcels. See the legal descriptions and maps regarding the 495.71-acre portions of Madera APNs: 042-231- 013, 042- 260-007 and 042-280-002.

The complete acquisition description is included in the grant deed document that is an exhibit attachment to this SOW.

The acquisition will limit use of the property and the difference between the before and after appraisals will establish the just compensation to the landowner for the impact to the larger parcel and allow the SJRRP to use the property as required. Well improvements and irrigation infrastructure will be impacted by the proposed acquisition.

There do not appear to be any building improvements in the acquisition area. Per UASFLA 1.3, all the information concerning the characteristics of both land and improvements that influence the value of the subject property must be collected by the appraiser during the process of property inspection and market research.

USBR is requesting a line-item list of the improvements (including descriptions per UASFLA 1.3.1.2, 2.3.2.3.2 and 2.3.2.3.3).

Legal Description

A full legal description for each parcel is provided in the Preliminary Title Report, as an attachment to this Statement of Work.

Larger Parcel

The proposed acquisition is within three Madera County Assessor’s Parcels identified as 042- 231-013, 042-260-007, and 042-280-002. There appear to be 53 contiguous Madera County Assessor’s Parcels with the same, or related ownerships.

The owned acreage extends approximately 11 miles northwest of the San Joaquin

River and ranges in width up to 4 miles from Fresno Slough. The noted Madera County Assessor’s Parcels include:

041-141-002 042-110-026 042-181-007 042-241-001 041-142-003 042-110-027 042-191-001 042-241-002 041-201-012 042-122-003 042-192-003 042-252-003 041-202-003 042-122-004 042-192-004 042-260-005 041-202-004 042-131-003 042-211-001 042-260-006 041-211-003 042-161-004 042-211-002 042-260-007 041-211-004 042-161-005 042-220-012 042-280-002 041-212-004 042-162-003 042-220-013 042-300-002 042-071-001 042-171-003 042-231-009 042-300-008 042-081-005 042-171-005 042-231-010 042-310-002 042-082-005 042-172-004 042-231-011 042-310-003 042-110-010 042-172-005 042-231-013 042-310-006 042-110-022 042-181-002 042-232-002 042-310-007 042-110-024

A copy of a preliminary title report, dated April 1, 2022, regarding the three assessor’s parcels encompassing the acquisition area is included as exhibit A attached to this SOW.

The appraiser must conduct all research necessary for a well-supported larger parcel conclusion consistent with UASFLA sections 1.2.7.3.1, 1.4.6, and 2.3.3.1.2. Upon completion of the highest and best use and the larger parcel analysis sections of the report, the appraiser will notify the AVSO review appraiser and forward those sections for discussion prior to finalizing the rest of the appraisal. As noted, the property appears to include a processing facility. The relationship of the subject larger parcel and the acquisition area must be identified and explored as part of the appraisal process.

Property Interest

The acquisition area is the entirety of APN: 042-231-013 and portions of the other two Madera County Assessor’s Parcels.

Scenario 042-231-013 042-260-007 042-260-002

Fee Acquisition (All Areas) 95.50 316.02 84.19

The proposed agency action is to acquire the subject land for purposes of facilities development. Their goal is to acquire the 495.71 acres of land (identified above). The valuation must comply with UASFLA for partial acquisitions by completing two appraisals: 1) the fee simple estate (subject to reservations of record), of the larger parcel before acquisition, and 2) the same property interest but excluding the 495.71-acre acquisition area in the after condition.

According to USBR, Shares in the Columbia Canal Company (CCC) exist as part of the overall Wonderful property, however, there are no CCC water shares associated with the proposed fee acquisition area. Also, USBR reported that the proposed acquisition area is part of the Alicio Water District which is solely ground water pumpers. This information must be investigated and confirmed by the appraiser.

Per UASFLA 1.3, all the information concerning the characteristics of both land and improvements that influence the value of the subject property must be collected by the appraiser during the process of property inspection and market research. USBR is requesting a line-item list of the improvements (including descriptions per UASFLA 1.3.1.2, 2.3.2.3.2 and 2.3.2.3.3).

The unit rule restricts components of a property from being individually valued and combined to a total. If individual areas are considered, the values estimated must reflect their contributory value to the overall property, rather than a rate as if independently saleable.

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

Outstanding Rights: A preliminary title report for Madera County Assessor’s Parcels 042- 231-13, 042-260-007, and 042-280-002 is included as an exhibit attachment to this SOW.

Any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered, regarding the appraised property, must be identified and considered in the appraisal report in relation to their impact on value. In addition, the appraiser is expected to investigate for additional or incorrect encumbrances on the property. The provided title report has hyper-links to the exception and exclusion documents for downloading to help in your analysis. If you have difficulty obtaining the documents through the hyper-links, please contact the review appraiser and they will be provided directly.

The AVSO Division of Minerals Evaluation has prepared a document to address the status of any viable minerals that may be present on the acquisition property. The report, included as an exhibit attachment and identified as “EXAT 05 MP_CA_R20068_Wond_Nut_orchards_FINAL 2020-05- 29” to this SOW, does not find evidence of potential for mineral development on the property. Sand and gravel extraction have occurred along the San Joaquin River in the area and the appraiser should investigate the history of mineral extraction and identify the extent of valuation process necessary to reflect the market considerations. If the appraiser discovers this mineral consideration requires significant emphasis in the appraisal, the AVSO review appraiser is to be notified so the scope of the work can be appropriately expanded.

If any of the property considered in this appraisal assignment is under a Williamson Act contract, a statement must be included in the appraisal document indicating what impact, if any, the contract has on the values presented in the report.

Reservations: The current property owner is reserving the underlying land containing the bertha pumps (known as Big and Little Bertha) and the ability to operate the pumps, via a license agreement. Reclamation will issue the owner/operator a long-term license for use and occupancy of the lands proposed to be acquired of which the pumps occupy.

A copy of the draft license, identified as “Wonderful Draft Bertha Pump License 2023”, is attached as an exhibit to this SOW.

Personal Property: No personal property is included in this appraisal assignment.

Property Access

Physical: The property is accessed physically via easement off Chowchilla Canal Road which extends five miles south along the west side of Chowchilla Canal from Avenue 7. Eastside Drive intersects Chowchilla Canal Road one-quarter mile north of the acquisition area. Both appear to be marginally paved roads in the vicinity. It is highly probable that public access along the south Columbia Canal levee road was created through the vaguely worded grants of the Miller Lux Company. This should be confirmed as part of the appraisal process.

Legal: The property is reported to have legal access. However, the title report Item 34 identifies a lack of right of access to and from the land. Based on the street frontage legal access is apparent, but the right should be confirmed as part of the appraisal process.

Environmental Conditions

There are no known detrimental environmental conditions. Per the Phase 1 ESA done in 12/21 no Recognized Environmental Conditions (RECs) were noted indicating the presence of hazardous materials on the subject property due to releases to the environment. A copy of the Phase I ESA will be provided upon award and is identified as Wonderful Final 040422 (6).

Property Owner

The title report identifies Wonderful Nut Orchards LLC as the vested owner. Some documents regarding vesting were provided and are included in the SOW as exhibit attachments; however, they do not include the most recent market transaction which is required to be analyzed per UASFLA standards. The owner’s name was amended in 2015 and in some public record historic ownership names remain including Paramount Land, Paramount Farms, and Paramount Pomegranate Orchards. Prior transfers include (but are not limited to):

APN 042-231-013 – 2/9/2011

APN 042-260-007 – 2/9/2011

APN 042-280-002 – 12/1/2005, 6/14/2007 and 2/9/2011

The appraiser is expected to perform all the necessary research and confirmation to meet UASFLA sale history requirements.

Occupant/Tenant

The property is not reported to be leased or have rental history.

Provided Subject Property Exhibits

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

1. Vicinity Map_Wonderful

2. APN_Map Detail_WonderfulAPN Map Book 0545 Page 12

3. Ownership Map_Madera_Wonderful

4. Access Map_Wonderful

5. Wonderful_GWD Draft 2023, June

6. APN 042-231-013_Wonderful Legal Description-Fee 2022, March

7. APN 042-260-007_Wonderful Legal Description-Fee 2022, April

8. APN 042-280-002_Wonderful Legal Description-Fee 2022, March

9. Wonderful Property Discussion Acquisition Areas and Pumping Plants 9-8-2023 reduced

10. AVSO Review Checklist

11. EXAT 04 APPRAISAL REPORT OUTLINE FOR SJRRP

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

A. Wonderful_5646325_PTR_2022, 4-1!Amended Prelim 4-10-2023 received 5-15-

2023 with NPS notes B. Wonderful_Exceptions Map - PTR 5646325 - 2022, April C. PIC_Form_Signed D. Wonderful Irrigation Landowners* E. Wonderful Bertha Pumps F. Wonderful Draft Bertha Pump License 2023 G. EXAT 05 MP_CA_R20068_Wond_Nut_orchards_FINAL 2020-05-29 H. EXAT 08-1 Vesting Item 1 _042-280-002 and 042-270-001 I. EXAT 08-2 Vesting Item 2 Wonderful_Certificate of Merger - POP VI into PLC LLC J. EXAT 08-3 Vesting Item 3 Wonderful_DE-Amendment (Change of Name) -

Wonderful Nut Orchards LLC K. EXAT 08-4 Vesting Item 4 Vesting Deed Newhall - SSJDD L. Appraisal Assignment Contacts M. Wonderful Final 040422 (6)

* This map is for purposes of showing the irrigation layout of the subject property proximate and within the proposed acquisition area. The labeled “Take” areas are slightly off and inconsistent with the other exhibits provided which show the correct acquisition areas. Please disregard the “Take” areas identified on the Wonderful Irrigation Landowners exhibit.

SECTION 2 – Appraisal Requirements & Instructions Appraisal Standards The appraisal must conform to the following appraisal standards:

• Uniform Standards of Professional Appraisal Practice (USPAP), 2020- 2021 edition extended to December 31, 2023

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA), 6th Edition

Applicable Law, Regulation, and Policy

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

• Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended

• Federal Regulations 49 CFR, Part 24

The appraisal report must comply with those portions of the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, as amended, which pertain to Appraisal. In addition to the above, the appraisal shall be prepared in accordance with the Statement of Work (SOW).

The appraisal report must be addressed to the appraiser’s client, the U.S. Department of Interior (DOI), Appraisal and Valuations Services Office (AVSO) ℅ the designated Review Appraiser.

Documentation of all comparable sales, rents/leases and other comparable market data utilized in the appraisal must comply with reporting requirements of UASFLA and be reported in detail. All comparable market data must be verbally verified by the appraiser with a party involved in the transaction. A detailed summary of the data for each sale/rent comparable must include comments about the verification, name and contact information for the party verifying the transaction details and details about the comparable property and the transaction. The comparable analysis must include an adjustment grid using either quantitate or qualitative or some combination of both quantitative and qualitative adjustments and support for those adjustments must be provided.

In addition to a comparable analysis of each competitive property sale, the appraiser should research, analyze and consider any and all known listings of competitive real estate available for sale within proximity to the subject property. Analyses of competitive sales, listings and contracts can provide an excellent reflection of the supply and demand for the property being appraised. Comments from buyers, sellers and active real estate brokers all assist in clarifying prevailing market forces affecting the competitive market for the subject property.

This is to be a real estate only appraisal and any personal property, business or going concern value that may exist is not to be included as part of the real property value.

Market Value Definition

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, 6th edition, Section 1.2.4, page 10.]

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 completed appraisal report, unless the AVSO review appraiser approves in advance other conditions in writing. This may mean that the appraiser will need to make more than one inspection of the subject and should be planned for accordingly.

Extraordinary Assumptions

None. The subject property is to be appraised based on the existing rights at the date of value.

Hypothetical Conditions

None. The subject property is to be appraised based on the existing rights at the date of value and the appraisal is not to assume that SJRRP construction at the property has been completed, only that USBR has acquired the rights delineated in the deeds and purchase contract documents.

Regarding the Columbia Canal Company shares held by the owner and exist as part of the overall Wonderful property. As previously noted, USBR has reported that there are no CCC shares associated with the proposed fee acquisition area. Thus, they will not be acquired by USBR and their rights should be considered to remain with the property owner. These rights all currently exist so they are not hypothetical.

If the appraiser determines that a hypothetical condition is necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval. If a subsequent use of a hypothetical condition is approved, the appraisal must note that it may have affected assignment results.

Jurisdictional Exceptions

The definition of value describes exposure time as “reasonable.” UASFLA 4.2.1.2 states, “… appraisers should not link opinions of market value for federal acquisitions to a specific exposure time.” This deviates from exposure time requirements in USPAP 1-2(c) and AO 35; therefore, the appraiser should invoke USPAP’s Jurisdictional Exception Rule to comply with the UASFLA.

If the appraiser determines that other jurisdictional exceptions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval.

Legal Instructions

None.

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 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 the market properties used in the analysis, unless the AVSO review appraiser has approved other conditions in writing.

The appraiser must give the property owner, or the owner’s designated representative, an opportunity to accompany the appraiser during the property inspection, and the results of such offer must be stated in the appraisal report certification. [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, pages 58)] Prior to the property inspection, the appraiser must notify the USBR realty specialist and AVSO review appraiser of the time, as they may wish to accompany the appraiser on the inspection. In this instance the AVSO review appraiser expects to accompany the appraiser on the initial property inspection.

Pre-Appraisal Meeting

The appraiser will be required to attend a pre-work meeting with the assigned AVSO review appraiser, the USBR realty specialist or other bureau representative, and other interested parties. The AVSO review appraiser will coordinate the date and time of the pre-appraisal meeting. At the discretion of the AVSO review appraiser, the pre-appraisal meeting may be conducted telephonically or at the subject property in conjunction with the property inspection.

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 review appraiser before continuing with the appraisal assignment.

Controversies/Issues

Columbia Canal Company Shares: According to USBR, Shares in the Columbia Canal Company (CCC) exist as part of the overall Wonderful property, however, there are none associated with the proposed fee acquisition area. Thus, no CCC water shares will be acquired by USBR. This information must be investigated and confirmed by the appraiser.

California Sustainable Groundwater Management Act: The management of groundwater basins is expected to be specifically identified and considered in the description, discussion, and analysis of the subject property and comparable sales irrigation sources.

Larger Parcel:

The property owner holdings in the subject vicinity exceed 14,000 acres. The larger parcel analysis must consider the appropriate tests and a greater than average level of research and consideration of this portion of the appraisal may be required.

The potential for owned processing facilities to be an integrated use should be addressed and the impact on overall value considered if applicable.

Improvements:

Per UASFLA 1.3, all the information concerning the characteristics of both land and improvements that influence the value of the subject property must be collected by the appraiser during the process of property inspection and market research. USBR is requesting a line-item list of the improvements (including descriptions per UASFLA 1.3.1.2, 2.3.2.3.2 and 2.3.2.3.3).

Surface Water Rights and Pumps:

The subject owner, owns and manages two pumps (known as Big and Little Bertha).

These two pumps transfer flood water (when there is excess water available) from the San Joaquin River into the Columbia Canal. The Columbia Canal then conveys this excess surface water to other Wonderful lands within the Columbia Canal District (outside of the proposed acquisition area). Although the two Bertha pumps are within the footprint of the proposed acquisition area, the right to pump these flows, when present and available within the river, are not to be appraised as the water rights are not being acquired.