Sol_140D0424Q1007.pdf

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531320

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REQUEST FOR

PROPOSAL

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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

09/17/2024 1700 ED

09/10/2024

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

140D0424Q1007

5. SOLICITATION NUMBER

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

1 256 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

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8(A)

Interior Business Center, AQD

WOMEN-OWNED SMALL

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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 APPA Land Exchange Federal Tract 364-17A and APPA Land Exchange Non-Federal Tract 358-27.

(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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

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ARE NOT ATTACHED.

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

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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

256 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) …….…..34 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (May 2024)…………………………………..37

52.222-55 Minimum Wages for Contractor Workers Under Executive Order 14026. DEVIATION (Oct 2023)………………………………………………………………………………………...……43 DIAR 1452.201-70 Authorities and delegations (Sep 2011)……………………………………47 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)…………………………………………………………………………………………. …52 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (May 2024)

ATTACHMENTS…………………………………………………………….………………...……..67

Exhibit a. - APPA P240064 Exchange Agreement Exhibit b. - APPA P240064 Legal Description Exhibit c. - APPA P240064 Title Commitment Exhibit d. - APPA P240064 Subdivision Plan Exhibit e. - APPA P240064 Land Exchange Maps Exhibit a. - APPA P240065 Federal Land Status Report Exhibit b. - APPA P240065 Exchange Agreement Exhibit c. - APPA P240065 Fed Tract 364-17A Legal Description Exhibit d. - APPA P240065 Subdivision Plan Exhibit e. - APPA P240065 Exchange Maps

Solicitation Document No.

140D0424Q1007

Document Title APPA Land Exchange Non-Federal Tract 358-27 and APPA Land Exchange Federal Tract 364-17A

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 Project Number: F240064, Case Name: APPA Land Exchange Non-Federal Tract 358-27A, located North of Clarks Valley Road and Chase Lane Dauphin County, Pennsylvania.

AVIS Project Number: F240065, Case Name: APPA Land Exchange Federal Tract 364-17A Located at 301 Bernheisel Bridge Road, Cumberland County, Pennsylvania.

SOLICITATION/AWARD PROCEDURES

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

ANTICIPATED AWARD TYPE

• Total Small Business Set-Aside

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

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

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

SERVICE AND SUPPLIES

Requirements are provided in the Statements of Work (Page 12 on AVIS P240064 and Page 13 on AVIS #P240065).

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 120 calendar days from the date of the Purchase Order (PO) award.

The initial appraisal target date is 90 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 6: Performance/Deliverable Requirements specified SOW.

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

AVIS Case Name: APPA Land Exchange Non-federal Tract 358-27 AVIS Case ID: 00224885 AVI Project Number: P2400064

AVIS Case Name: APPA Land Exchange Federal Tract 364-17A AVIS Case ID: 00224884 AVI Project Numbers: P240065

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.

Document Title APPA Land Exchange Non-Federal Tract 358-27 and

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

The appraiser’s bid proposals must specifically follow the format for each evaluation criteria item below, in addition to providing their appraisal qualifications.

Factor 1. State Certification

State Certification: The quoting appraiser must hold a current valid Certified General Appraiser’s License from the State of Pennsylvania as demonstrated by a copy of their current valid state licensing certificate.

Factor 2. Technical Acceptability

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

i. General appraisal experience demonstrating geographical and technical competence.

ii. Experience in producing appraisals compliant with the UASFLA (Yellow Book) 2016 6th edition, particularly involving Federal land exchanges, will be considered but is not required (summarize your technical experience appraising lands for federal acquisition under USPAP and UASFLA guidelines). This assignment requires compliance with the UASFLA.

iii. Successful completion of a course on the UASFLA (Yellow Book) standards 2016 6th edition, as demonstrated by an affirmative statement to that effect, including the year of completion of the course. UASFLA course completion will be considered but is not required.

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

b. Qualifications of Associate Appraisers: Any associates expected to contribute to the appraisal (not including office administrative staff) including developing value opinions or other opinions relevant to value, and/or expected to write sections of the appraisal report (not including office administrative staff) must be identified in the proposal and a statement of qualifications and copy of the license or permit must be provided for each individual. Their qualifications will be considered in the evaluation of proposals, with emphasis on years of experience, or professional designations, licenses, and real estate education.

Document Title APPA Land Exchange Non-Federal Tract 358-27 and

Any staff associate whose qualifications are not included in the response will not be permitted to contribute to the appraisal without prior written permission from AVSO.

Subcontracting of this assignment is not permissible.

Factor 3. Past Performance

a. Experience in appraising undeveloped land and land with improvements in Pennsylvania will be considered. Furthermore, any experience in performing appraisals for Federal land exchanges under UASFLA will be considered. If applicable, reference previous AVSO assignments and AVSO reviewer. Submit a list of UASFLA-compliant appraisals (similar in geography and/or the appraisal problem) you have completed within the last five (5) years.

Include the property type, location, a brief description of the property, agency, contact information, etc. OR, discuss narratively your most pertinent or recent UASFLA-compliant appraisal assignment(s) that demonstrates particular expertise for this appraisal.

b. Submit 2 samples of a comparable sale write up sheet: One for a vacant land sale containing more than 50 acres and one for an improved agricultural or residential sale.

Factor 4. Delivery/Inspection Date

The target date for the initial appraisal reports submitted to the AVSO Review Appraiser is 90 days or less, including any holidays from the award of the contract. If the target date is not achievable, then the contractor may provide alternative delivery dates and the reason for the later delivery. Delivery within the performance period is essential for this assignment.

Early delivery is preferable.

Factor 5. Fee Quote

a. Appraisal fees should be commensurate with the location and complexity of the assignment described in the Statement of Work (SOW). The appraisal contract may or may not be awarded to the lowest bidder. All evaluation factors other than cost or price, when combined, are significantly more important than cost or price.

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

Document Title APPA Land Exchange Non-Federal Tract 358-27 and

State 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.

**SUBMISSION OF INTENT**

The Contractor is requested to notify Morgan Schickler, Contracting Officer, at Morgan_schickler@ibc.doi.gov and Irma Nanatovich, Contract Specialist II (Contractor), via email at irma_nanatovich@ibc.doi.gov of their intent to submit a quote on this order on or before 5:00 PM Eastern Time, September 13, 2024. All submissions shall reference “Quote – 140D0424Q1007” included in the subject line.

SUBMISSION OF QUESTIONS

Submissions of Questions to this RFQ shall be sent via email to Morgan Schickler, Contracting Officer, at Morgan_schickler@ibc.doi.gov and Irma Nanatovich, Contract Specialist II (Contractor), at irma_nanatovich@ibc.doi.gov on or before 5:00 PM Eastern Time, September 13, 2024. All submissions shall reference “Quote - 140D0424Q1007” and include in the subject line.

SUBMISSION OF QUOTE

Submissions of Quote to this RFQ shall be sent to Morgan Schickler, Contracting Officer, at Morgan_schickler@ibc.doi.gov and Irma Nanatovich, Contract Specialist II (Contractor), at irma_nanatovich@ibc.doi.gov on or before 5:00 PM Eastern Time, September 17, 2024. All submissions shall reference “Quote - 140D0424Q1007” and include in the subject line.

THE REMAINDER OF THIS PAGE INTENTIONALLY LEFT BLANK]

http://www.sam.gov/ mailto:Morgan_schickler@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:Morgan_schickler@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov mailto:Morgan_schickler@ibc.doi.gov mailto:irma_nanatovich@ibc.doi.gov

Document Title APPA Land Exchange Non-Federal Tract 358-27 and

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office (AVSO)

Appraiser Instructions

1. Prior to contract award, submit all questions in writing to:

Email: AQD_D5B1_AVSOC_Contract_Support@ibc.doi.gov

Office: 303.969.5891 or 303.969.6341

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

3. The contracting officer will provide contact information for the property owner with the contract award.

Agency Case ID 00224885

AVIS Number P240064

SECTION 1 – Subject Identification & General Information

Identification Case Name: APPA Land Exchange Non-federal Tract 358-27

Location: North of Clarks Valley Road and Chase Lane Dauphin County, Pennsylvania

Acreage: 161.97 acres

Property Type: Vacant land

Case Type: Land exchange between the Central Pennsylvania Conservancy, Inc. and The United States of America;

Central Pennsylvania Conservancy, Inc., will exchange APPA tract 358-27 (161.97 acres) for NPS “Scott Farm” tract APPA 364-17A (5.05 acres) currently owned by the USA;

Client

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

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Intended Users The intended users of the appraisal report are the client, the U.S.

National Park Service (NPS) on behalf of the United States of America, and Central Pennsylvania Conservancy, Inc.

Intended Use The appraisal report will be used to facilitate a land exchange of the identified properties’ fee simple estate as set forth in the exchange agreement subject to exceptions in the title commitment and reservations of record, if any. It is not intended for any other use.

Property Description

The subject of this assignment is one tract of vacant land. APPA 358-27 contains 161.97 acres and has no legal or physical public road access. It is located approximately 10 miles north of Harrisburg, Pennsylvania, and north of Clarks Valley Road and Chase Lane on Peters Mountain. The subject property is summarized in the following chart.

NPS

Property ID

Tax Parcel I.D. Land Area Primary Characteristics

NPS Tract 358-27

Dauphin County PA:

Tax parcel No. 29-030- (Appraiser to confirm with Dauphin County Tax Assessor)

The subject property site size is 161.97 acres; (See Legal Description Exhibit)

• The site is primarily vacant land. However, one 3sided wood frame structure, Peter’s Mountain Shelter, is located on the west side along The Appalachian Trail.

• The Appalachian Trail runs in an east/west direction through the southern half of the property.

• The site has no vehicular public road access.

• Property has non-vehicular access via adjacent

Pennsylvania state game lands along The Victoria Trail and the Appalachian Trail.

• Tract 358-27 is subject to USA protective easements acquired for the Appalachian Trail identified as easement tracts 358-01, 03, and 06.

See pages 25-32 of the title commitment exhibit for details.

• Tract 358-27 is also subject to a Pennsylvania Department of Conservation and Natural Resources’ (DCNR) Keystone Recreation, Park, and Conservation Fund Act encumbrance.

However, this encumbrance will transfer to the federal tract after closing and will not be included in the valuation of the nonfederal tract. A legal instruction allowing a hypothetical condition is included as an exhibit. The subject is to be appraised as if no DCNR encumbrance exists.

• The current use is recreational use.

Legal Description - Tract 358-27

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

The legal description for the subject property is included as an attachment.

Aerial Map Overview

Subject Tract Map

Larger Parcel

The subject site is one tract totaling 161.97 acres.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

This federal exchange falls under the requirements of UASFLA Section 1.12: Special Considerations in Appraisals for Federal Land Exchanges. Please reference this section, particularly as it relates to the larger parcel.

The boundaries of the properties to be exchanged are defined by the exchange agreement and the appraiser should opine within the boundaries of the properties to be exchanged as it pertains to the larger parcel analysis. In addition, property outside the exchange boundaries, if relevant, should also be recognized and discussed in the larger parcel analysis including its relevancy or lack of relevancy to the larger parcel.

Per UASFLA Section 1.12, page 52, it is important for the appraiser to recognize that the same method of valuation must be utilized for both the federal and nonfederal lands.

The appraiser must conduct all research necessary for a well-supported larger parcel conclusion presented in the appraisal report and include the data and analysis that satisfies the tests of unity of title, unity of highest and best use (integrated use), and contiguity as it relates to the highest and best use. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3.) It is the contract appraiser’s responsibility to perform a larger parcel analysis and report their findings and conclusions, as required by UASFLA.

Highest and Best Use

The appraiser shall determine the highest and best use of the subject property as vacant and as improved on the effective date of value. All methodology utilized in development and reporting of the highest and best use will, to the extent practical, be based on market derived data. The appraiser must consider all applicable local, state, and federal ordinances, regulations, land use restrictions, and local practices when concluding the highest and best use of the subject property. Adequate support for the highest and best use conclusion must be included in the appraisal report. Each test of highest and best use (legally permissible, physically possible, financially feasible, and maximally productive) must be discussed and appropriately supported.

The AVSO reviewer requires an interim submission in writing of the appraiser’s highest and best use conclusion once the highest and best use analysis is completed. The highest and best use conclusion must be an economic use that is not speculative or conjectural.

Property Interest

Fee simple estate subject to the exceptions indicated in the title report and reservations, if any, by the property owner. 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. The appraiser must investigate for and promptly report additional or inaccurate encumbrances on the property to the AVSO reviewer.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Outstanding Rights

Although subject property information is provided to the appraiser in this statement of work, the appraiser must perform his/her own independent research and investigation to ensure typical and appropriate due diligence for an appraisal assignment. The appraiser must research and address discovered public/government or private use restrictions, or encumbrances on, or transfers of, any of the property rights and promptly report additional or inaccurate encumbrances on the property to the AVSO reviewer. These could include property access, minerals, timber, water, or any other use rights.

As required by UASFLA, Sections 1.3.1.5, 1.3.1.6, and 4.4.2.4.1 the contract appraiser is to research and analyze the following: the last known document transferring title or affecting the appraised property’s use, the ten-year history of transfers for the property, and at least a three-year history of any leases.

A title report is provided as an exhibit. The subject tract is encumbered with recorded utility easements, and easements, rights of way, and/or permits to the USA for the use of the Appalachian Trail. The property is also subject to an Agricultural Resolution with The Township of Middle Paxton, along with subdivision conditions. 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 appraisal report must note if the exception influences the value of the subject property.

Reservations

None known

Personal Property None

Property Access

The property has non-vehicular access over adjacent public land’s trails.

Environmental Conditions

There are no known detrimental environmental conditions.

Property Owner

Central Pennsylvania Conservancy, Inc.

The owner contact information will be provided to the appraiser upon award. The appraiser must contact the property owner to arrange the property inspection and to discuss the property in detail.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

The appraisal report must include information learned from the owner about the property itself, the owner’s acquisition and use of the property, the subject’s marketing history, and market data provided, if any.

The appraiser must give the property owner, or the owner’s designated representative, an opportunity to accompany the appraiser during the property inspection, and the results of such offer must be stated in the appraisal report certification. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 {PL 91-646} as amended, and the UASFLA 6th Edition Section 2.3.1.4, page 58.]

Occupancy

The property is vacant land with one structure known as Peters Mountain Shelter. There are no known leases or other contracts.

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

The appraisal must conform to the following appraisal standards:

• Uniform Standards of Professional Appraisal Practice (USPAP – current edition in effect on the date of the report)

• Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA, 2016), 6th edition.

The appraiser must be familiar with UASFLA 4.10 and comply with the portions related to Federal land exchanges.

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

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

[Interagency Land Acquisition Conference, Uniform Appraisal Standards for Federal Land Acquisitions, 6th edition. (The Appraisal Foundation, 2016), p.10]

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Date of Value

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

Extraordinary Assumptions

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

Hypothetical Conditions

The appraisal must base the conclusion of market value on the following hypothetical condition:

“It is a hypothetical condition that as of the effective date of value, non-federal Tract 358-27, is not encumbered by the Keystone Recreation, Park and Conservation Fund Act deed restriction.”

The hypothetical condition is an assignment condition that requires a legal instruction, and the legal instruction is included as an exhibit. To comply with USPAP, please also state the use of the hypothetical condition might have affected the assignment results. If the appraiser determines other hypothetical conditions are necessary, they must contact the AVSO reviewer for prior written approval.

Jurisdictional Exceptions

The only jurisdictional exception authorized for use is regarding the definition of market value and the development and reporting of a reasonable exposure time linked to the value opinion. Contrary to USPAP, Section 1.2.4 of the Uniform Appraisal Standards of Federal Land Acquisition states an estimate of market value linked to exposure time and marketing time “… is inappropriate for and must not be included in appraisal reports prepared for federal land acquisitions under these Standards.” Because the appraiser is performing the appraisal in compliance with UASFLA, the Jurisdictional Exception Rule is being invoked. Section 4.2 of UASFLA provides the legal authority for invoking the Jurisdictional Exception Rule to void Standard Rules 1-2(c) and 2-2(a) of USPAP.

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

Placement in Report

The appraiser must clearly identify all extraordinary assumptions, hypothetical conditions, jurisdictional exceptions, general assumptions, and limiting conditions in a prominent location within the report.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Property Inspection

The contracted appraiser must inspect the subject property and all comparable listings, sales and/or rentals as applicable, used in the analysis and in direct comparison, unless the AVSO review appraiser has approved other conditions in writing.

The subject property is a large tract of land that will likely require hiking to adequately inspect the subject property.

The appraiser must give the property owner, or the owner’s designated representative, an opportunity to accompany the appraiser during the property inspection, and the results of such offer must be stated in the appraisal report certification. [Uniform Relocation Assistance & Real Property Acquisition Policies Act of 1970 (PL 91-646) as amended and the Uniform Appraisal Standards for Federal Land Acquisitions, 6th Ed. (Section 2.3.1.4, pages 58)]. The appraiser must notify the AVSO review appraiser once an inspection date is scheduled.

Pre-Appraisal Meeting

The appraiser is required to attend a pre-work call with the assigned AVSO review appraiser. The AVSO reviewer will coordinate the date and time of the pre-work call once the contract is awarded. If any significant items of concern are observed during the property inspection, from aerial photographs, or from other materials researched during the appraisal process that were not discussed in the pre-appraisal meeting, the appraiser must contact the AVSO reviewer before continuing with the appraisal assignment.

Controversies/Issues

1. This appraisal request is one of two appraisals required to assist in the proposed exchange of two properties. This statement of work is for the appraisal of APPA Tract 358-27, the nonfederal parcel.

A second statement of work applies to the appraisal for APPA Tract 364-17A, the federal parcel.

Both appraisals will be completed by the same appraiser.

2. According to the exchange agreement and the title commitment, the subject is currently encumbered with a deed restriction by the Pennsylvania Department of Conservation and Natural Resources, also referenced as the Keystone Recreation, Park and Conservation Fund Act deed restriction. However, the property must be appraised under the hypothetical condition that the DCNR restrictions, which are discussed in the documents included as exhibits, do not encumber or restrict the property in this assignment based on the legal instruction issued.

3. The subject is also encumbered by a NPS protective easement, as the Appalachian Trail runs through the southern portion of the property in an east/west direction. The appraisal must consider the impact, if any, of the protective easement on the market value, and address it in the appraisal report.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

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

Legal Instructions

This property is part of a land exchange between the Central Pennsylvania Conservancy, Inc.

(APPA 358-27) and The United States of America (APPA 364-17A).

A legal instruction was issued to use a hypothetical condition that the subject property is not encumbered by the DCNR Keystone Act Deed Restriction. Reference to the legal instruction and use of the hypothetical condition must be prominently stated in the report.

General Appraisal Requirements & Instructions

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

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

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

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

{UASFLA 1.3, page 18}.

4. All appraisals complying with UASFLA must conform to the sequence and content outlined in UASFLA, Appendix B).

5. UASFLA (Page 56) states that a report prepared in accordance with UASFLA Sections 2.3, 2.4, and

2.5 is consistent with or exceeds the requirements for an appraisal report under Standard 2 of

USPAP.

6. The appraisal report content should rely on the “UASFLA Checklist” provided by AVSO.

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

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

8. 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.

9. The appraisal report is required to include adjustment grids/tables demonstrating either quantitative or qualitative adjustments for the sales comparison analyses. If both types of adjustments are used, the quantitative adjustments must be applied before the qualitative adjustments are applied. The preferred method of adjusting comparable sales is through supported quantitative adjustments (percentage, $/sf, etc.).

Qualitative adjustments (similar, inferior, or superior) should be used when the market variables cannot be quantified. When the appraiser must resort to qualitative analyses, support for that method requires a more extensive discussion of the appraiser’s reasoning why a comparable is similar, inferior, or superior to the subject property. UASFLA notes in 1.5.2.3 page 28, “When appraisers must resort to qualitative adjustments, more extensive discussion of the appraiser’s reasoning is generally required. This methodology may also require the presentation of a greater number of comparable sales.”

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 unacceptable. Market support may include discussions with sellers/buyers, lessors/lessees, potential investors, brokers, etc.

10. 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.

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

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

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

14. When the appraiser has performed any services regarding the subject property within the three prior years, they must disclose the extent of the service in the bid proposal and on the signed certification page of the appraisal report.

Special Appraisal Instructions

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

1. The appraiser should review the SOW and all provided attachments in detail to ensure they have a good understanding of the appraisal problem, including analysis of any easements and encumbrances running along or through the subject property that may impact value.

2. The determination of the larger parcel is interrelated with the highest and best use. This analysis must include comments and factual support for all four tests of a highest and best use analysis. The analysis must consider possible property uses, possible parcel division, the competitive market supply and demand, along with consideration of the most probable use(s), probable user(s), and the timing of the use if a change in use is anticipated.

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

4. Documentation of all comparable sales and other comparable market data utilized in the appraisal must follow UASFLA’s verification, analysis, and reporting requirements (pages 26 and 122). All comparable market data must be verified by the appraiser with the buyer, seller, broker, or other person having knowledge of the price, terms, and conditions of sale. The appraiser should not use sales to or from government agencies in the appraisal unless the sales are used to supplement other open market, competitive property sales. Sale verification requirements, particularly for those sales to governmental entities or non-governmental organizations (NGOs) for which extraordinary verification requirements apply, are outlined in UASFLA 6th Edition pages 28, 219, Section 4, and Appendix E.

5. Even though communication is encouraged with the National Park Service (NPS), only the assigned

AVSO reviewer can modify appraisal instructions (in writing).

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

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

AVSO reviewer.

Provided Subject Property Exhibits

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

a. APPA P240064 Exchange Agreement

b. APPA P240064 Legal Description

c. APPA P240064 Title Commitment

d. APPA P240064 Subdivision Plan

e. APPA P240064 Land Exchange Maps

The following additional exhibits will be provided only to the appraiser awarded the contract:

f. APPA P240064 Assignment Contact List

g. APPA P240064 Legal Instruction

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

SECTION 3 – Performance & Submission Requirements

After contract award, the contracted appraiser must address any questions regarding appraisal instructions and/or technical requirements for the appraisal to the AVSO review appraiser. The contract award package will include contact information of the property owner and the AVSO reviewer for this appraisal assignment to the successful bidder.

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

The total period of performance for this contract which includes the completion of the appraisals and the completion of the appraisal reviews by the AVSO reviewer is 120 days.

Note: Because the appraisal is for a land exchange, this appraisal assignment has been bundled with one other appraisal assignment of the property to be exchanged with the federal government.

Both appraisal assignments will be awarded to the same contract appraiser. Both appraisal reports should be submitted at the same time after both initial reports are completed.

Deliverable/Task Schedule:

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting Via phone, following contract award, and prior to appraisal. Coordinate with the AVSO review appraiser.

Subject Property Inspection Coordinate with the AVSO Review Appraiser

Initial Appraisal Report Submitted to AVSO Review Appraiser

Delivery date of initial appraisal report for review is 90 days from contract award date (as a PDF)

Review Period & Comments Provided to Appraiser Target date is 25 days after initial appraisal report is delivered to AVSO reviewer

Final Appraisal Report Submitted to AVSO Review Appraiser

The appraiser will provide a final electronic copy (PDF) to the review appraiser within 5 days upon final approval of the appraisal.

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 reviewer is in receipt of the final copy of the appraisal report and has notified the appraiser that the contract is complete.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

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.

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office (AVSO)

Appraiser Instructions

1. Prior to contract award, submit all questions in writing to:

Email: AQD_D5B1_AVSOC_Contract_Support@ibc.doi.gov

Office: 303.969.5891 or 303.969.6341

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

3. The contracting officer will provide contact information for the property owner with the contract award.

Agency Case ID 00224884

AVIS Number P240065

SECTION 1 – Subject Identification & General Information

Identification Case Name: APPA Land Exchange Federal Tract 364-17A

Location: 301 Bernheisel Bridge Road Cumberland County, Pennsylvania

Acreage: 5.05 acres

Property Type: Former farm; primary structures include a 2-story barn built in ca. 1880 & two residences built ca.1870 & 1995

Case Type: Land exchange between the United States of America and Central Pennsylvania Conservancy, Inc.; USA will exchange NPS Tract 364-17A (5.05 acres) for Tract 35827 (161.97 acres) currently owned by Central Pennsylvania Conservancy, Inc.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Client

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

Intended Users The intended users of the appraisal report are the client, the U.S. National Park Service (NPS) on behalf of the United States of America, and the Central Pennsylvania Conservancy, Inc.

Intended Use The appraisal report will be used to facilitate a land exchange of the identified properties’ fee simple estate as set forth in the exchange agreement subject to exceptions in the title commitment and reservations of record, if any. It is not intended for any other use.

Property Description

The subject of this assignment is one tract of improved land, APPA 364-17A. It is located approximately 15 miles west of Harrisburg, PA, and approximately 5 miles northeast of Carlisle, PA. The subject property is summarized in the following chart.

NPS

Property ID Tax Parcel I.D. Land Area Primary Characteristics NPS Tract 364-17A

Cumberland County PA:

Part of Parcel # 21-06-0015003

AEX

According to NPS, the subject property site size is 5.05 acres;

• The site contains 5.05 acres and is improved with five structures. See the improvement descriptions below.

• The property was formerly a farm and is currently being used by trail partners/clubs. However, there is no lease or permit in place.

• Public road access is along the south side of Bernheisel Bridge Road.

• The site is also known as Lot 2 of NPS Tract 364-17, and is subject to Middlesex Township zoning ordinances. • The site is subject to a 16.5’ ROW for Bernheisel Bridge Road along its northern boundary, and a 10’ utility

ROW.

• Tract 364-17A will be subject to reservations by the owner (USA) that include restrictive covenants to protect historic resources, including the existing barn, and archaeological resources. No new construction is allowed without approval by the Pennsylvania Historical and Museum Commission. There are also wetlands and floodplains covenants. See the Exchange Agreement attachment for more details.

• The nonfederal parcel is encumbered by a deed restriction by the Pennsylvania Department of Conservation and Natural Resources (DCNR) that will be transferred to the federal parcel after closing. The federal tract must be appraised based on the restrictions stipulated in the Exchange Agreement, including the DCNR deed restriction.

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

• NPS reports no public utilities are available, but there is a well and septic tank on-site. However, the potability of the water and condition of the septic tank are unknown.

• The subject is bordered by Conodoguinet Creek on the east, a mobile home community on the west, and NPS land to the south. The Appalachian National Scenic Trail is in proximity to the subject’s northeastern boundary line.

Improvement Descriptions:

See attached Exchange Agreement for archaeological and historic restrictions, and wetlands and floodplain covenants. The information below was reported by NPS.

Structure Size Date Built Current use:

2-story stone & frame barn 2,590 sf ca. 1880 Barn (Cannot be demolished and must be maintained.)

2.5 story frame single family residence

1,689 sf

ca. 1870 with improvements in 1958 &

Originally used as a single-family residence

1.5 story frame structure 1,016 sf ca. 1995 Formerly used as a temporary bunkhouse for trail volunteers

One story frame garage/workshop 990 sf N/A Equipment storage

1.5 story frame shed with corn crib 541 sf Ca. 1880 Equipment storage

Legal Description - Tract 364-17A

The legal description for the subject property is included as an attachment.

Aerial Map Overview

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Tract 364-17A Map

Document Title

APPA Land Exchange Non-Federal Tract 358-27 and

Larger Parcel

Although the property to be appraised is part of a larger tax parcel, its legal description is one tract totaling 5.05 acres.

This federal exchange falls under the requirements of UASFLA Section 1.12: Special Considerations in Appraisals for Federal Land Exchanges. Please reference this section, particularly as it relates to the larger parcel.

The boundaries of the properties to be exchanged are defined by the exchange agreement and the appraiser should opine within the boundaries of the properties to be exchanged as it pertains to the larger parcel analysis. However, property outside the exchange boundaries, if relevant, should be recognized and discussed in the larger parcel analysis including its relevancy or lack of relevancy to the larger parcel.