Sol_140D0424Q0559.pdf

SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

D55

See Schedule

CODE 16. ADMINISTERED BYCODE

X

X

X

531320

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORD55

REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

CLASSIFICATION STANDARD

(NAICS):

SMALL BUSINESS

05/22/2024 1700 ED

05/15/2024

703-914-3712Irma Nanatovich (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0424Q0559

5. SOLICITATION NUMBER

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

1 63 OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

15. DELIVER TO

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

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$9.5

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

ISSUE DATE

DELIVERY FOR FREE ON BOARD

(FOB) DESTINATION UNLESS

BLOCK IS MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS THIS CONTRACT IS A RATED

ORDER UNDER THE DEFENSE

PRIORITIES AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

8(A)

Interior Business Center, AQD

WOMEN-OWNED SMALL

BUSINESS (WOSB)

ECONOMICALLY DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

ADMINISTERED BY:

Interior Business Center, AQD Acquisition Services Directorate 381 Elden Street Suite 2000A Herndon VA 20170 USA The U.S. Department of the Interior, Appraisal and Valuation Services office, requirement for market valuation and appraisal report services for CIRO (Circle Creek Ranch), AVIS Number:

P230064.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Morgan Schickler

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT: REFERENCE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

63 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFERORS

• SOLICITATION/AWARD PROCEDURES

• ANTICIPATED AWARD TYPE

• SERVICE AND SUPPLIES

• LINE-ITEM PRICING

• GENERAL REQUIREMENTS

• TECHNICAL QUALIFICATION FOR REQUIREMENT

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

• SUBMISSION OF QUESTIONS

• SUBMISSION OF QUOTE

STATEMENT OF WORK ………….……………………………………………………………………8

Federal Acquisition Regulation (FAR) CLAUSES……………………………………………………..19

• 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)………………………………………………………………………………………….19

• 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023)……….19

• 52.204-30 Federal Acquisition Supply Chain Security Act Orders—Prohibition (Dec 2023)……..19

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

Commercial Products and Commercial Services (Feb 2024) ……………..……………………….22

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

LOCAL CLAUSES

• Disclosure of Information………………………………………………………………………….28

• DOI-AAAP-0028 Electronic Invoicing and Payment Requirements - Invoice Processing Platform

(IPP) (Sep 2017)

PURCHASE ORDER PROVISIONS

• 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998)

• 52.204-7 System for Award Management (Oct 2018)

• 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020)

• 52.204-22 Alternative Line-Item Proposal (Jan 2017)

• 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Mar 2023)

• 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021)

• 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020)..…33

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

Disclosures (Dec 2023)………………………………………

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

(Nov 2023)…………………………………………………………………………………………..34

• ATTACHMENTS…………………………………………………………………………………...50

Solicitation 140D0424Q0559

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 for:

• AVIS Number: P230064, Case Name: CIRO (Circle Creek Ranch), located in Cassia, County, Idaho

SOLICITATION/AWARD PROCEDURES

This Request for Quote (RFQ) is issued in accordance with the Federal Acquisition Regulation (FAR) Part 12 - Acquisition of Commercial Products and Commercial Services and FAR Part 13 - Simplified Acquisition Procedures.

ANTICIPATED AWARD TYPE

• Total Small Business Set-Aside

• NAICS Code: 531320; for Offices of Real Estate Appraisers.

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

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

SERVICE AND SUPPLIES

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

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 251 calendar days from the date of the Purchase Order (PO) award. If the target delivery date is not achievable, then the contractor may provide justification (workload, vacation, etc.) and propose an alternative delivery date. See Performance/Deliverable Requirements specified in Section 3 of the Statement of Work (SOW).

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

• AVIS Number: P230064,

• Case Name: CIRO (Circle Creek Ranch)

• Location: Cassia County, Idaho

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

GENERAL REQUIREMENTS

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

• Tax Identification Number (TIN)

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

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

TECHNICAL QUALIFICATION FOR REQUIREMENT

1. State Certification - The contractor must hold a current Certified General Appraiser license by the State of Idaho or have the ability to obtain a temporary practice permit for the State of Idaho. Please acknowledge the certification status in your proposal (it will be confirmed on government websites). If the appraiser is licensed in another state and applying for a license in the subject jurisdiction, he/she must provide a reference to the state and certification status.

2. Technical Acceptability:

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

i. The appraiser is required to provide verifiable evidence of general and technical appraisal experience within his/her statement of qualifications, resume, and/or curriculum vitae. The appraiser must identify experience appraising similar property as well as recent experience working with the federal government regarding acquisitions, dispositions and commercial services.

ii. The appraiser’s resume or statement of qualifications should show geographical competency. If the appraiser has experience with these property characteristics but not in the market local to the subject property, then the appraiser must state this fact and demonstrate his/her experience in other areas as well as the actions proposed that will allow him/her to complete the assignment competently.

iii. 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. Qualification of Associate Appraisers - The qualifications of any identified associate who may also be signing the appraisal report must be included with the offer. No other associates may work on the project without prior written authorization from the AVSO review appraiser. The appraisal report must detail the specific contribution(s) of all individuals other than the signer(s) of the appraisal. If the contractor does not list anyone else as providing assistance, it is expected that the proposal is submitted as though the individual contractor is doing 100 percent of the research, verifications, property inspections, valuation analyses and appraisal writing. Subcontracting of this assignment is not permissible.

3. Past Performance

a. The appraiser must submit a list of similar USPAP/UASFLA projects that the appraiser has performed in the last five years including property type, general location, agency, contact information, etc.

b. The appraiser must provide a redacted sample appraisal report or the AVIS/IVIS case number of prior appraisal(s) for AVSO.

c. If the appraiser has not previously contracted with AVSO within the past five years, the appraiser must provide at least one reference (name, position, origination and contact information) who can verify the appraiser’s experience.

4. Delivery/Inspection Date

The date of value, being the last field inspection of the subject property, must be within 30 calendar days of delivery of the appraisal report. The initial submission of the appraisal report is due within the contracted time frame. The appraisal is needed as soon as possible, and the target is 135 days from contract award date. If the appraiser cannot meet the target date, an alternative time frame must be provided.

5. Price Quote

a. The appraiser must provide a firm, fixed-price quote that includes the referenced case with any and all discounts applied for all of the work to complete the assignment described in the Statement of Work.

b. 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.

Technical Qualifications and Past Performance when combined, are more important than cost or price.

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

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

(End of provision)

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

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

**SUBMISSION OF INTENT**

The Contractor is requested to notify Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and Morgan Schickler, Contracting Officer (CO), via email at morgan_schickler@ibc.doi.gov, of their intent to submit a quote on this order on or before 5:00 PM Eastern Standard Time (EST), May 18, 2024.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent to Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and cc Morgan Schickler, CO, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM Eastern Standard Time (EST), May 18, 2024.

All submissions shall reference “Quote - 140D0424Q0559” and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov and cc Morgan Schickler, CO, via email at morgan_schickler@ibc.doi.gov, on or before 5:00 PM Eastern Standard Time (EST), May 22, 2024.

All submissions shall reference “Quote - 140D0424Q0559” and include in the subject line.

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

Solicitation 140D0424Q0492

STATEMENT OF WORK

Agency Case ID: 00211819

AVIS Number: P230064

Project Name: CIRO (Circle Creek Ranch)

Appraiser Instructions

This Statement of Work is a guide to the appraiser to help identify the appraisal problem. It is not intended to limit the scope of appraisal investigations or bias the independent judgment or value opinions of the appraiser.

The selected appraiser must independently verify all information provided in this Statement of Work for reliability and subsequent use in the appraisal.

Any questions about these appraisal instructions or other technical requirements for this assignment should be addressed to the AVSO review appraiser, who is identified in the Assignment Contacts section. Please also note there are other times in this assignment when the review appraiser is to be consulted with any questions.

SECTION 1 – Subject Identification & General Information

Identification

Case Name CIRO 101-09 Circle Creek Ranch

Location Property is located approximately 2 ½ to 3 hours from either Boise, ID or Salt Lake City, UT in Cassia County, ID (see Property Location section below).

Acreage Three parcels totaling approximately 490.04 +/-acres

Property Type The parcels are vacant land with minimal improvements consisting of remnants of a residential structure (damaged by fire), fencing along the perimeter of the property, a corral, and some utilities in place.

Case Type Acquisition

Client

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

Intended Users The appraisal report will be used by the Client and the National Park Service (NPS) on behalf of the United States of America.

Intended Use The intended use of the appraisal is to assist the client agency in its determination of the amount to be paid as just compensation for the property rights acquired or conveyed (UASFLA 1.2.3).

This appraisal is not intended for any other use. Additionally, for informational purposes, the users of the appraisal wish to know the value of the development rights that currently exist for the owner of the subject property that will extinguish if transferred.

Property Interest The property interest to be appraised is the Fee Simple Estate that is subject to the exceptions indicated in the Commitment for Title Insurance report.

Per Section 9-7-5 (C)(3)(a) of Cassia’s County General Purposes Zones within the City of Rocks, residential development rights held by one of the original property owners may be transferred to the descendants of the owner with the transfer of the property. However, those residential development rights are not transferable to third parties outside the owner’s family upon the sale or transfer of the property.

This assignment requires two valuation scenarios:

1. Per UASFLA, appraise the subject property as it exists as of the date of value “as is” in the Fee Simple estate recognizing that the residential development rights held by one of the original property owners may not be transferred to third parties outside the owner’s family upon the sale or transfer of the property.

2. For informational purposes, appraise the subject property as it exists as of the date of value “as is” in the Fee Simple estate recognizing that residential development rights held by one of the original property owners may be transferred to the descendants of the owner with the transfer of the property.

Outstanding Rights The appraiser must investigate for, and promptly report, additional or inaccurate encumbrances on the property to the AVSO review appraiser. All of the title exceptions and any other recorded or unrecorded documents, conditions, agreements, easement, easement and encumbrances discovered during the appraisal due diligence must be identified and discussed in the appraisal report relative to their impact on value. The appraiser must immediately notify the AVSO review appraiser of any indications of rights contrary to these described. This may result in amended instructions.

A copy of the ALTA (6/17/06) (Revised 8/1/2016), 1st Revision 5/03/2023 Commitment for Title Insurance is included as Exhibit B to this SOW.

Property Description

The property is located within the boundaries of the City of Rocks National Reserve.

Property ID / County Parcel

NPS Tract No.

Area to be Acquired

Property Characteristics

RP15S24E323000 101-09 80.00 Vacant land with minimal improvements. Moderately sloping northward from elevations RP15S24E310000 101-09 330.15

RP15S24E306001 101-09 44.96 of 5800’+/- to 6200’+/- Native vegetation.

RP15S24E307200 101-09 79.89

Acquisition Area 490.04 +/-Acres

Property Location in the City of Rocks National Reserve From Boise: take I-84 East to exit 216 (Declo); go south on Highway 77 to Conner Creek Junction; turn right (west) on Highway 77 Spur to Almo. The visitor center and the park entrance are south of the post office and businesses. From Pocatello: take I-86 West to I-84 West to exit 216 and proceed as above. From Salt Lake City: take I-84 west to exit 245 (Sublette), turn left and go west to Malta. From Malta take Highway 77. Take Highway 77 Spur to Almo.

Property Access Physical Property has physical and legal access via City of Rocks Road, a public road in Cassia

County connecting to Highway 77 which connects to Highway 84.

Legal Property appears to have legal access via a public road. It is the appraiser’s responsibility to make a determination of legal and physical access. The information provided is for informational purposes only and was not confirmed by the review appraiser.

Subject (circle in red) within City of Rocks National Reserve

Subject Aerial with Boundaries

The main road in the Reserve is City of Rocks Road also known as Emery Canyon Road, a county road.

This road traverse through the southeast corner of the subject property and connects to the main road through the Reserve.

Latitude/Longitude of Entrance to Property Lat: 42° 4'34.93"N Lon: 113°40'53.58"W

The property is commonly known as the Circle Creek Basin and/or Circle Creek Ranch. Circle Creek runs through the property and provides water to the meadow area of the property. The meadow area receives water from an irrigation ditch connected to a pond on the property. The property has grown hay in the past but is no longer in production. There is an annual grazing lease to a local rancher for $10K. There is Fencing is along the perimeter of the property.

There are markings left behind by pioneers as they made their travel to the West via the California Trail.

Names of these pioneers can still be seen painted in axel grease on several large rocks on this property.

This property was originally homesteaded by the Tracy family and contained a residential cluster. The remnants of a residential structure known as the “rock house” (damaged by fire) remain. A well is located near the “rock” house which was the source of water used by the family. Power is available on the property. The electrical breaker is still attached and functioning on the remnant portion of the rock house.

For a short period of time, the property was mined for its feldspar and mica materials. Most of mining activities that took place on the property were small, occurred for a short period of time and located in the vicinity near the knoll of the property. Mining has not taken place on the property for several decades.

Minerals The Division of Mineral Evaluation (DME) issued the following statement.

“DME does not plan to complete a mineral report for this request. The parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe), and IHS Enerdeq were reviewed for relevant mineral information. IHS Enerdeq has a record of one dry oil/gas exploration hole being drilled on the west side of the subject property in 1984. This is not anything significant, or indication of an economic mineral deposit, rather it's an indication that a historic reference indicated some reference to uranium. An attempt was made to verify the original reference indicated by USGS, but they were not able to be located online. There are no recognized mineral development or mineral valuation issues”.

This statement does not preclude the appraiser’s obligation to provide discussion and analysis of the existence or non-existence of commercially viable mineral deposits as per UASFLA Section. 2.3.2.3.1

Reservations None

Personal Property

None

Larger Parcel

The appraiser must conduct all research necessary for a well-supported larger parcel(s) conclusion presented in the appraisal. UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3.

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.

Ownership/Occupant

Property ownership information will be provided to the contract appraiser upon award.

Tenancies

Tenancies are not known. Verification of tenancies is required from the property owner or their representative. It is intended that the property identified herein be acquired in fee.

Subject Property Exhibits

The following additional exhibits will be provided to the engaged Appraiser upon award:

1. Project Contact List

2. Commitment for Title Insurance Report including Legal Description and Property Deeds

3. DME Mineral Preview

4. Permission to Appraise

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

• Uniform Standards of Professional Appraisal Practice (USPAP)

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA)

Applicable, Law, Regulation, and Policy

• Federal Regulations 49 CFR, Part 24

Market Value Definition

The amount in cash, or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. [Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th ed. [The Appraisal Foundation, 2016), p.10

Date of Value The date of value is the date of the last property inspection, which must be no later than 30 calendar days prior to the submission of the completed appraisal report, unless the AVSO review appraiser approves in advance other conditions in writing.

Assignment Conditions Appraiser must not make unilateral assumptions that limit the scope of the analysis. Assignments conditions are limited to those approved by the AVSO review appraiser.

Extraordinary Assumptions

If the appraiser determines extraordinary assumptions are necessary for the completion of the assignment, he/she must contact the AVSO review appraiser for prior written approval.

Hypothetical Conditions None.

If the appraiser determines any hypothetical conditions are necessary, he/she must contact the AVSO review appraiser for prior written approval.

Jurisdictional Exceptions

The review appraiser will allow a jurisdictional exception for the USPAP requirement of an exposure period estimate which conflicts with UASFLA. If the appraiser determines any additional jurisdictional exceptions are necessary for the completion of the assignment, the appraiser must contact the AVSO review appraiser for prior written approval.

Placement in Report

The appraiser must clearly identify all Extraordinary Assumptions, Hypothetical Conditions and Jurisdictional Exceptions within the report, if any approved by the AVSO review appraiser.

Property Inspection

The engaged appraiser must inspect the subject property and all the market properties used in the valuation analyses, unless the AVSO review appraiser has approved other conditions in writing.

The owner has given permission to enter the property to conduct an inspection. The document granting permission to appraise will be provided to the engaged Appraiser upon award. 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.

Prior to the property inspection, the appraiser must notify the National Park Service realty specialist and the AVSO review appraiser at least two weeks in advance of when the property inspection will occur, as they may wish to accompany the appraiser on the inspection.

Pre-Appraisal Meeting

The appraiser will be required to attend a pre-appraisal meeting with the AVSO review appraiser, the National Park Service (NPS) realty specialist or other agency representative, and other interested parties. The AVSO review appraiser will coordinate the date, time and place of the meeting.

Controversies/Issues No controversies or other issues are known. Should the appraiser identify controversies or issues during the assignment that were not previously discussed, the appraiser must immediately notify the AVSO review appraiser before continuing with the assignment.

Legal Instructions

No subject specific legal instructions were presented by the National Park Service.

Appraisal Instructions

1. The appraisal must conform to the Unit Rule from the Yellow Book and avoid using a

Summation Approach without market support. The Unit Rule must be discussed in the appraisal report with an explanation as to how the overall valuation conforms to it.

2. Following the completion of the highest and best use and larger parcel analysis, the contract appraiser must contact the review appraiser to discuss the appraiser’s highest and best use and larger parcel conclusions.

3. Even though communication is encouraged with the property owner and the National Park Service (NPS), only the AVSO review appraiser can modify appraisal instructions. Any modification must be in writing.

4. The appraiser may not communicate assignment results to any party except the AVSO review appraiser unless authorized to do so in writing by AVSO.

5. Any communication (verbal or written) with NPS must include the AVSO review appraiser.

General Appraisal Requirements & Instructions

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

2. This AVSO Statement of Work 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 must conform to the sequence and content outlined in UASFLA, Appendix A or B.

4. The appraiser must appraise the subject property in its physical and legal condition subject to the noted reservations as of the effective date of value unless authorized in writing by the AVSO review appraiser to do otherwise.

5. All the comparable properties used in direct comparison to the subject are to be personally inspected. Color photographs and maps of comparable properties must be included in the appraisal report. AVSO will accept aerial photographs for comparable properties unless the aerial photographs do not accurately represent the property as of the date of inspection. The appraiser must photograph any unusual property features from the ground.

6. The appraisal report must be addressed to the appraiser’s client, the U.S. Department of the Interior, Appraisal and Valuation Services Office, c/o the designated review appraiser.

7. Documentation of all comparable sales, listings and other comparable market data utilized in the appraisal must be reported in detail. All comparable market data must be verbally verified by the appraiser with a party directly involved in the transaction. A detailed summary of each sale/rent data must include comments about the verification, name of party verifying transaction details, details about comparable property, intended use of property acquired, and the transaction.

8. In addition to a comparative analysis of each competitive property sale, the appraiser must research, analyze and consider any known listings of competitive real estate available for sale within the subject marketplace. An analysis of competitive sales, listings and contracts of sale can provide important information regarding the supply and demand for the subject property.

9. The appraiser should not use sales to or from government agencies in the appraisal unless there is a lack of private market data. If used, the sales must be personally verified by the appraiser with a party intimately involved in the transaction to learn how the sale price was arrived at and other transaction details.

10. The appraisal report is required to include adjustment grids/tables demonstrating either quantitative or qualitative adjustments for sales comparison analyses. If both types of adjustments are used, all quantitative adjustments must be made first. Quantitative adjustments without support are unacceptable, and the level of support must be commensurate with the magnitude of the adjustment. When the appraiser uses qualitative analyses, a discussion of the appraiser’s reasoning why a comparable sale is inferior or superior to the subject property is required. All adjustments must be supported by clear, appropriate and credible analysis based on documented market research. Mere references to undisclosed trends or reliance on the appraiser’s opinion or judgment without market support is an unacceptable practice.

11. 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.

12. The appraiser shall consider the appraisal report and all DOI internal documents furnished to the appraiser to be confidential. Refer all requests for information concerning the appraisal to the AVSO review appraiser.

13. AVSO will not normally accept custody of confidential information. Should the appraiser find it necessary to rely on confidential information, the appraiser must contact the AVSO review appraiser for instructions prior to delivering the initial appraisal report. The review appraiser will view the information and provide further instruction to the appraiser regarding handling and storage of the confidential information.

14. 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.

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

16. If the appraiser has performed any services regarding the subject property within the three prior years, the appraiser must disclose this in the bid proposal.

SECTION 3 – Performance & Submission Requirements

The appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO review appraiser. Project contact document of the contract award will identify the AVSO review appraiser and his/her contact information.

The contractor shall have 75 calendar days from the date of award to deliver the initial appraisal report to the AVSO review appraiser for review. If it is determined by the contractor that a performance period of 75 days is not realistically feasible, it is the contractor’s responsibility to have provided an alternative delivery date for consideration with their quote.

Deliverable/Task Schedule:

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Pre-work meeting must occur by conference call with team members through MS- Teams within 10 days of the award

Subject Property Inspection Coordinate with the property representative, the realty specialist and the AVSO review appraiser.

Initial Appraisal Report (PDF version via email to AVSO review appraiser)

Target delivery date of initial appraisal report for review is 75 days from contract award date. If unable to comply please indicate an alternative delivery date.

Review Period & Comments Provided to Appraiser Target is 21 days after initial appraisal report is received by AVSO review appraiser.

Appraiser Response Period Any corrections/revisions requested must be completed and returned to the AVSO reviewer within 2 business days or a total of 10 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. Target is 15 Days after final review comments are provided for revisions.

Invoice Submission and Payment 60 days after Final Appraisal Report acceptance by the Government

Closeout 60 days after final payment

Any adjustments to the above Deliverable/Task Schedule shall be submitted to the Contracting

Officer (CO). The Contracting Officer will approve or reject the request by email.

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 of 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;

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

(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;

(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;

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

(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);

(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;

https://dibnet.dod.mil/

(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 FASCSA order.

(d) Removal. For Federal Supply Schedules, Governmentwide acquisition contracts, multi-agency contracts or any other procurement instrument intended for use by multiple agencies, upon notification from the Contracting Officer, during the performance of the contract, the Contractor shall promptly make any necessary changes or modifications to remove any product or service produced or provided by a source that is subject to an applicable FASCSA order.

(e) Subcontracts.

(1) The Contractor shall insert the substance of this clause, including this paragraph (e) and excluding paragraph (c)(1) of this clause, in all subcontracts and other contractual instruments, including subcontracts for the acquisition of commercial products and commercial services.

(2) The Government may identify in the solicitation additional FASCSA orders that are not in SAM, which are effective and apply to the contract and any subcontracts and other contractual instruments under the contract.