Sol_140D0424Q0851.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

08/05/2024 1500 ED

07/24/2024

7039648806Joy Wilson (No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

140D0424Q0851

5. SOLICITATION NUMBER

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

1 70 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 HALE 01-129 Kaupo; AVIS Case Number: P240058.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Jacqueline Hernandez

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

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

70 2 of

United States Department of the Interior

INTERIOR BUSINESS CENTER

Washington, DC 20240

TABLE OF CONTENTS

INSTRUCTIONS TO OFFEROR’S

TECHNICAL QUALIFICATION FOR REQUIREMENT

EVALUATION OF QUOTATIONS

SUBMISSION OF QUOTE

STATEMENT OF WORK (SOW)

CONTRACT CLAUSES

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

CONTRACT PROVISIONS

52.252-1 Solicitation Provisions Incorporated by Reference. (Feb 1998) 52.204-7 System for Award Management (Oct 2018) 52.204-16 Commercial and Government Entity Code Reporting (Aug 2020) 52.204-22 Alternative Line-Item Proposal (Jan 2017) 52.212-1 Instructions to Offerors-Commercial Products and Commercial Services (Sep 2023) 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment. (Nov 2021) 52.204-29 Federal Acquisition Supply Chain Security Act Orders—Representation and Disclosures (Dec 2023) ………………………………………………………………………………………………. …33 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (May 2024)

ATTACHMENTS…………………………………………………………………….……………………..47

Exhibit 1 – HALE Kaupo Mauka_Legal Description Exhibit 2 – UASFLA E6 S2 2.1 UNV TAS (2) Full Version Exhibit 3 – Wage Determination Maui County, HI

Solicitation Document No.

140D0424Q0851

Document Title

HALE 01-129 Kaupo

INSTRUCTIONS TO OFFERORS

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal and Valuation Services Office (AVSO) and National Park Service (NPS), is issuing a request for quotation for market valuation and appraisal services for:

AVIS Case Name: HALE 01-129 Kaupo; AVIS Case Number: P240058; AVIS Project

Number: 00224562

SOLICITATION/AWARD PROCEDURES

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

ANTICIPATED AWARD TYPE

• Total Small Business Set-Aside

• NAICS: 531320 “Offices of Real Estate Appraisers”

• PSC: R411 “Support-Professional: Real Property Appraisals”

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

SERVICE AND SUPPLIES

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

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance is 270 calendar days from the date of the Purchase Order (PO) award. The initial appraisal target date is 60 calendar days from the date of award. If the target delivery dates are not achievable, then the contractor may provide justification (workload, etc.) and propose an alternative delivery date. See Section 3: Performance & Submission Requirements specified in the SOW.

LINE-ITEM PRICING

CLIN

No. Land Appraisal Services Description Total Price

00010

AVIS Case Name: HALE 01-129 Kaupo AVIS Case Number: P240058 AVIS Project Number: 00224562

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

GENERAL REQUIREMENTS

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

• Tax Identification Number (TIN)

• Unique Entity Identifier (UEI)

• Complete Business Mailing Address

• Contact Name

• Contact Phone

• Contact Email Address

• Quotation Date

• Quotation Expiration date (60 days)

Document Title

TECHNICAL QUALIFICATION FOR REQUIREMENT

The quotation shall include all the following information:

FACTOR 1 – STATE CERTIFICATION

The Offeror must hold a certified general appraiser license in the State of Hawaii (an affirmative statement to the same including the license number and expiration date shall be provided) or have the ability to obtain a temporary practice permit for the State of Hawaii.

FACTOR 2 – TECHNICAL CAPABILITY

a. Experience for Assignment – Both geographical competency and technical competency will be considered.

i. General appraisal experience is required to demonstrate technical competence (demonstrated by a Statement of Qualifications, a resume, or curriculum vitae).

ii. Experience in the appraisal of vacant land in Hawaii is required (demonstrated by a Statement of Qualifications and the identification of two (2) similar appraisal assignments including contact information to verify the work performed).

iii. Please identify a summary of years of experience appraising lands for federal acquisition under UASFLA guidelines. If none, state as such.

iv. A designation from a recognized professional appraisal organization will be considered but is not required.

v. The completion of a course in UASFLA as demonstrated by an affirmative statement to that effect, including the year of completion of the course, will be considered, but is not required.

b. Sub-contracting of this assignment is not permissible; indicate in the offer what specific roles associates or subcontractors will have in the assignment (This does not include office support staff). The qualifications of any identified associate or subcontractor must be included with the offer. If the contractor/Offeror does not list anyone else as providing assistance, it is expected that the quote is with the contractor/Offeror doing 100 percent of the research, analysis and writing of the appraisal report.

FACTOR 3 – PAST PERFORMANCE

Submit information for the most recent appraisal prepared to the Uniform Appraisal Standards For Federal Land Acquisitions (UASFLA) that was reviewed by a Federal Review Appraiser. Include the client, agency, property name, property type, location, size, date of value and name of Federal reviewer. If preferred, this list can be combined with the experience list required for Factors 2.a.ii above.

If the Offeror has not prepared an appraisal report to UASFLA standards, the Offeror must submit a redacted copy of an appraisal report that demonstrates the skills necessary to complete a UASFLA compliant report.

Document Title

FACTOR 4 – APPRAISAL REPORT DELIVERY DATE

a. Target date for the initial report delivery is 60 days from award of purchase order.

b. If target date is not achievable, then Offeror is requested to supply an alternate delivery date up to 90 days and a reason for the longer delivery (e.g., heavy workload, vacation, location, etc.).

c. Early delivery is preferrable.

FACTOR 5 – APPRAISAL FEE

a. Appraisal fees should be commensurate with the location and complexity of the assignment.

b. The appraisal contract may or may not be awarded to the lowest bidder.

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:

1. State Certification

2. Technical Capabilities

3. Past Performance

4. Delivery Date

5. Price Quote

Stare Certification, Technical Capabilities, Past Performance, and Delivery Date when combined, are more important than the Price Quote.

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

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

(End of provision)

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

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

http://www.sam.gov/

Document Title

**SUBMISSION OF INTENT**

The Contractor is requested to notify via email to Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contract Specialist, at joy_wilson@ibc.doi.gov of their intent to submit a quote on this order on or before 3:00P.M. Eastern Time, July 30, 2024. All submissions shall reference “Quote – 140D0424Q0851” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contract Specialist, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, July 30, 2024. All submissions shall reference “Quote – 140D0424Q0851” included in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent via email to Jacqueline Hernandez, Contracting Officer, at jacqueline_hernandez@ibc.doi.gov and Joy B. Wilson, Contract Specialist, at joy_wilson@ibc.doi.gov on or before 3:00 P.M. Eastern Time, August 5, 2024. All submissions shall reference “Quote – 140D0424Q0851” included in the subject line.

[THE REMAINDER OF THIS PAGE IS INTENTIONALLY LEFT BLANK]

mailto:jacqueline_hernandez@ibc.doi.gov

Document Title

STATEMENT OF WORK

Appraisal and Valuation Services Office (AVSO)

SECTION 1 – Subject Identification & General Information

Identification

Case Name: HALE 01-129 Kaupo

Location: Town of Kaupo, Island of Maui, Hawaii Adjacent to Haleakala National Park

Acquisition Size: 2.875 acres

Total Owned: 2.875 acres

Property Type: Vacant land

Case Type: Acquisition

Client

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

Other Intended Users

National Park Service.

Intended Use

The appraisal report will be used for the acquisition of the identified property rights. It is not intended for any other use.

Property Description

The subject property consists of 2.875 acres located roughly 1.25 miles northwest of the town of Kaupo / Piilani Highway / Hawaii Route 33, on the north side of Kaupo Gap Road (Kaupo Trail), Island of Maui, Hawaii.

A summary of the site particulars appears below.

Property I.D. Land Area Access Primary Characteristics

170020820000 2.875 acres Two track dirt and gravel road.

Densely vegetated property.

No improvements.

Shape / Topo Narrow horizontal triangle. Generally, level at roughly 940’ in elevation.

Utilities No utilities are stubbed to the site.

Document Title

Water No known water amenities.

Vegetation The property is heavily treed.

Floodplain Not in FEMA flood zone. (LightBox Vision – FEMA map.)

Zoning AG Agriculture (County of Maui, Digital Mapper.)

Minerals DME (Division of Minerals Evaluation) stated the following - “Aerial imagery was viewed and the parcel is outside of any known hydrocarbon or mineral producing area. Due to its small size (<5 acres) and location on the Island of Maui, it would most likely preclude any future mineral development. Therefore, there are no recognized mineral valuation issues.”

Location Map

Subject

Document Title

Satellite Image (LightBox Vision)

Legal Description

All of that certain parcel of land (being apportion of the land described and covered by Royal Patent Grant Number 3378, Apana 2 to Owali) situate, lying and being at Pohoula and Lole, Kaupo, District of Hana, Island and Country of Maui, State of Hawaii, being PARCEL 2.

The full legal description is attached as Exhibit - HALE Kaupo Mauka_Legal Description. Note – there is a typo on pg. 5; line 9 should be 61° not 6°.

Property Interest Fee Simple Estate subject to the exceptions indicated in the preliminary title report and Reservations, if any, by the property owner. The mineral interest is not included in the estate to be acquired. See Outstanding Rights section below.

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 or equivalent for federal lands will be provided. Any recorded or unrecorded documents, conditions, agreements, easements and/or encumbrances discovered must be identified and discussed in the appraisal report in relation to their impact on value. The preliminary title report indicates the following exceptions on title (summarized):

Item 1 Real Property Taxes, if any, that may be due and owing.

Subject

Document Title

Item 2 Mineral and water rights of any nature.

Item 3 Claims arising out of customary and traditional rights and practices, including without limitation those exercised for subsistence, cultural, religious, access or gathering purposes, as provided for in the Hawaii Constitution or the Hawaii Revised Statutes.

Item 4 RESERVATIONS in favor of the STATE OF HAWAII as set forth in PARTIAL

FINAL JUDGMENT dated May 11, 2016, filed in the Circuit Court of the Second Circuit, State of Hawaii, in Civil No. 11-1-0624(1) on May 11, 2016, recorded in the Bureau of Conveyances as Document No. A-60450519 on July 20, 2016.

Item 5 RESERVATIONS in favor of the COUNTY OF MAUI and STATE OF HAWAII as set forth in PARTIAL FINAL JUDGMENT dated May 11, 2016, filed in the Circuit Court of the Second Circuit, State of Hawaii, in Civil No. 11-1-0624(1) on May 11, 2016, recorded in the Bureau of Conveyances as Document No. A-60450519 on July 20, 2016.

Item 6 RESERVATIONS in favor of the UNITED STATES OF AMERICA as set forth in

PARTIAL FINAL JUDGMENT dated May 11, 2016, filed in the Circuit Court of the Second Circuit, State of Hawaii, in Civil No. 11-1-0624(1) on May 11, 2016, recorded in the Bureau of Conveyances as Document No. A-60450519 on July 20, 2016.

Item 7 Non-exclusive easement in favor of the UNITED STATES OF AMERICAN and the

NATIONAL PARK SERVICE for access and utility purposes as described in the "Stipulation (1) Confirming Common Boundary Between Grant 3378, Apana 2 and Grant 3461, Apana 4, and the Roadway Access Easement in favor of the United States of America; (2) Dismissing All Claims Against the United States of America with Prejudice; and (3) Remanding all Remaining Claims to State Court" entered February 5, 2013 in Civil No. 11-00698 LEK BMK in the U. S. District Court for the District of Hawaii, as set forth in COMMISSIONER'S DEED dated November 16, 2023, recorded as Document No. A-87250145.

The National Park Service has indicated that the noted exceptions are of “no concern” and that any taxes related to Item #1 will be removed from the final title policy.

The appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to AVSO Review Appraiser.

Reservations: None.

Property Access

Physical: Direct access is via Kaupo Trail, a two track dirt and gravel road extending from Piilani Highway / Hawaii Route 31. Kaupo Trail / Kaupo Gap Road may require a 4-wheel drive vehicle.

Document Title

Legal: The site has legal access via the Kaupo Trail – See Exhibit HALE Kaupo Mauka_Supporting Documents.

Larger Parcel

The Agency request covers 2.875 acre(s). The total acreage owned is 2.875 acre(s) – no other parcels were found in the area under the same ownership.

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.

Environmental Conditions

There are no known detrimental environmental conditions.

Property Owner

Owner name / contact information will be provided upon contract award.

Tenancies

There are no known tenancies.

Provided Property Exhibits

The following subject Property Exhibits will be provided as attachments to the SOW / solicitation:

1. HALE Kaupo Mauka_Legal Description

2. UASFLA E6 S2 2.1 UNV TAS (2) Full Version

The following additional Exhibits will be provided only to the winning offeror after contract award:

3. HALE Kaupo Mauka_Map 1

4. HALE Kaupo Mauka_Map 2

5. HALE Kaupo Mauka_Map 3

6. HALE Kaupo Mauka_PIC signed

7. HALE Kaupo Mauka_Supporting Documents

8. HALE Kaupo Mauka_Title Report

9. Kaupo Ranch Map-Grant 3378 Survey Rotate

10. HALE Kaupo Mauka_Maui County Assessor Info

11. Topo Map

12. Project Contact Information

Document Title

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

The appraisal must conform to the following appraisal standards:

• Uniform Standards of Professional Appraisal Practice (USPAP), 2024 Edition

• 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.

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 at the time of the appraisal. [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.

Extraordinary Assumptions

None.

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

Hypothetical Conditions

If the appraiser determines that hypothetical conditions are 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.

Document Title

Jurisdictional Exceptions The appraiser may use a jurisdictional exception for the USPAP requirement of an exposure period estimate that is in conflict with UASFLA. If the appraiser decides to invoke any other jurisdictional exceptions, he/she must contact the AVSO review appraiser to obtain written approval.

Placement in Report

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

Property Inspection

The primary appraiser must inspect the subject property and all of the market properties used in direct comparison, unless the AVSO Review Appraiser has approved other conditions in writing.

For appraisals with an intended use of acquisition or exchange, the appraiser must certify in the report that he/she extended an offer to the property owner (or the owner’s representative) to accompany him/her during the property inspection. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed. (Section 2.3.1.4, pages 58)]

Permission to enter upon and appraise the property has been granted. The permission document is not attached. The permission document will be provided upon contract award.

The appraiser must notify in advance the National Park Realty Specialist, the National Park Service area contact and the AVSO Review Appraiser when the property inspection will occur as some of the parties may wish to jointly inspect the subject property.

All contact information will be provided upon contract award.

Pre-Work Meeting The appraiser will be required to attend a pre-work meeting with the assigned AVSO review appraiser, the NPS 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 by phone 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

None are known. Should the appraiser identify controversies or issues during the course of assignment that were not previously discussed with the AVSO review appraiser, the appraiser must immediately notify the AVSO review appraiser before proceeding with the assignment.

Document Title

Legal Instructions

Special Appraisal Instructions

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

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

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

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. The AVSO Statement of Work, other assignment instructions and engagement letter must be included within the addenda to the appraisal report.

3. Unsigned and draft reports will not be accepted.

4. Any communications between AVSO (Client) and the contract appraiser that pertain to the appraisal review (i.e., review questions, comments, concerns, etc.) are confidential. Disclosure of these communications requires the written approval of the Client.

5. All appraisals complying with UASFLA must conform to the sequence and content outlined in UASFLA, Appendix A, B, C and D).

6. UASFLA (Page 56) states that a report prepared in accordance with UASFLA Sections 2.3, 2.4, and 2.5 is consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

7. The appraiser must appraise the subject property in its “as is” condition unless authorized in writing by the AVSO review appraiser to do otherwise.

8. Comparable data sheets must be provided for all of the data that is relied upon in the derivation of the value opinion requested in this SOW.

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

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

Document Title

10. An adjustment grid must be provided that is directly correlated to the narrative analysis provided in the appraisal document prepared under this SOW.

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.

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

12. 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.

13. If including any proprietary information in the appraisal, appraiser must gain concurrence from

AVSO review appraiser and deliver the proprietary information in a separate binder.

14. When the appraiser has performed any services regarding the subject property within the three prior years, he/she must disclose this in the offer.

Document Title

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 Information will be provided at contract award and will identify the AVSO review appraiser, the NPS Realty Specialist, NPS personnel coordinating the site inspection and other interested parties.

The Target Period of Performance for the delivery of the initial appraisal report, in an unlocked digital PDF format, to the AVSO review appraiser is 60 calendar days from the date of award. If it is determined by the contractor that a performance period of 60 days is not realistically feasible, it is the offeror’s responsibility to have provided an alternative delivery date for consideration with their quote, not to exceed 90 days from the time of award.

Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting To be scheduled by AVSO Review Appraiser.

Target is 5 days after contract award date.

Subject Property Inspection Inspection will be coordinated by NPS personnel listed in the Project Contact Information document to be provide at contract award.

Initial Appraisal Report Target is 60 days from contract award date.

Review Period & Comments Provided to Appraiser Target is 30 Days after appraisal received.

Final Appraisal Report Target is 30 Days after Review completed.

Invoice Submission and Payment 60 days after final appraisal report acceptance by the Government

Closeout 60 days after final payment

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

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.

The appraiser will be notified by email once the initial appraisal report has been received. If comments are provided to the appraiser upon review, it is expected that the appraiser will address any comments and/or concerns promptly. Once the appraisal review process has been completed, the appraiser will be notified of review acceptance of the appraisal. Upon notification, one (1) complete bound copy of the report shall be delivered by traceable delivery to the identified AVSO review appraiser. A digital PDF version of the final appraisal report shall also be delivered by email to the AVSO review appraiser.

Delivery of the final report copies shall occur within 15 calendar days, or sooner, of notification of acceptance. AVSO will distribute the hardcopy report and the digital PDF.

(END OF STATEMENT OF WORK)

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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 Clauses Incorporated by Reference:

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

(End Clause)

FAR CLAUSES INCORPORATED BY FULL TEXT

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;

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

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(6) The National Reconnaissance Office;

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

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

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

(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

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(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;

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

(H) Item description; and https://dibnet.dod.mil/

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(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. The Contractor or higher-tier subcontractor shall notify their subcontractors, and suppliers under other contractual instruments, that the FASCSA orders in the solicitation that are not in SAM apply to the contract and all subcontracts.

(End of clause)

FAR 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders—Commercial Products and Commercial Services. (May 2024)

(a) The Contractor shall comply with the following Federal Acquisition Regulation (FAR) clauses, which are incorporated in this contract by reference, to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

(1) 52.203-19, Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements (JAN 2017) (section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015 (Pub. L. 113-235) and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions)).

(2) 52.204-23, Prohibition on Contracting for Hardware, Software, and Services Developed or Provided by Kaspersky Lab Covered Entities (DEC 2023) (Section 1634 of Pub. L. 115-91).

(3) 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment. (NOV 2021) (Section 889(a)(1)(A) of Pub. L. 115-232).

(4) 52.209-10, Prohibition on Contracting with Inverted Domestic Corporations (NOV 2015).

(5) 52.232-40, Providing Accelerated Payments to Small Business Subcontractors (MAR 2023) ( 31 U.S.C. 3903 and 10 U.S.C. 3801).

(6) 52.233-3, Protest After Award (AUG 1996) ( 31 U.S.C. 3553).

(7) 52.233-4, Applicable Law for Breach of Contract Claim (OCT 2004) (Public Laws 108-77 and 108- 78 ( 19 U.S.C. 3805 note)).

(b) The Contractor shall comply with the FAR clauses in this paragraph (b) that the Contracting Officer has indicated as being incorporated in this contract by reference to implement provisions of law or Executive orders applicable to acquisitions of commercial products and commercial services:

[Contracting Officer check as appropriate.] https://www.acquisition.gov/far/52.203-19#FAR_52_203_19 https://www.acquisition.gov/far/52.204-23#FAR_52_204_23 https://www.acquisition.gov/far/52.204-25#FAR_52_204_25 https://www.acquisition.gov/far/52.209-10#FAR_52_209_10 https://www.acquisition.gov/far/52.232-40#FAR_52_232_40 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/31/3903 https://www.govinfo.gov/link/uscode/10/3801 https://www.acquisition.gov/far/52.233-3#FAR_52_233_3 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3 https://www.acquisition.gov/far/52.233-4#FAR_52_233_4 http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3

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__ (1) 52.203-6, Restrictions on Subcontractor Sales to the Government (JUN 2020), with Alternate I (NOV 2021) ( 41 U.S.C. 4704 and 10 U.S.C. 4655).

__ (2) 52.203-13, Contractor Code of Business Ethics and Conduct (NOV 2021) ( 41 U.S.C. 3509)).

__ (3) 52.203-15, Whistleblower Protections under the American Recovery and Reinvestment Act of 2009 (JUN 2010) (Section 1553 of Pub. L. 111-5). (Applies to contracts funded by the American Recovery and Reinvestment Act of 2009.)

__ (4) 52.203-17, Contractor Employee Whistleblower Rights (NOV 2023) ( 41 U.S.C. 4712); this clause does not apply to contracts of DoD, NASA, the Coast Guard, or applicable elements of the intelligence community—see FAR 3.900(a).

__ (5) 52.204-10, Reporting Executive Compensation and First-Tier Subcontract Awards (JUN 2020) (Pub. L. 109-282) ( 31 U.S.C. 6101 note).

__ (6) [Reserved].

__ (7) 52.204-14, Service Contract Reporting Requirements (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

__ (8) 52.204-15, Service Contract Reporting Requirements for Indefinite-Delivery Contracts (OCT 2016) (Pub. L. 111-117, section 743 of Div. C).

_X_ (9) 52.204-27, Prohibition on a ByteDance Covered Application (JUN…