Sol_140D0425Q0171.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

01/13/2025 1700 ES

01/06/2025

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

140D0425Q0171

5. SOLICITATION NUMBER

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

1 75 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 CHV (44,a) AVIS Number: F240133, and CHV (45) AVIS Number: F240187.

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Morgan Schickler

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Government Use Only)

OFFER

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT: REFERENCE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 11/2021) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

75 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) …….…..27 52.212-5 Contract Terms and Conditions Required to Implement Statutes or Executive Orders- Commercial Products and Commercial Services (Jan 2025)…………………………………..30

52.222-55 Minimum Wages for Contractor Workers Under Executive Order 14026. DEVIATION (Oct 2023)………………………………………………………………………………………...……37 DIAR 1452.201-70 Authorities and delegations (Sep 2011)……………………………………41 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 (Nov 2024) 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)…………………………………………………………………………………………. …46 52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services (May 2024)

ATTACHMENTS…………………………………………………………….………………...……..61

Exhibit 1. - CHV (44,a) Appraisal Larger Parcel Ownership Map Exhibit 2. - CHV (44,a) Appraisal Location Map Exhibit 3. - CHV 45 Appraisal Site Map

Solicitation Document No.

140D0425Q0171

Document Title CHV (44,a) 5 Earth Group Family Limited Partnership & CHV 45 Scott, Tighe

INSTRUCTIONS TO OFFERORS:

PROPERTY DESCRIPTION

The Department of the Interior (DOI)/Interior Business Center (IBC), Acquisition Services Directorate (AQD) on behalf of the Appraisal & Valuation Services Office (AVSO) is issuing a request for quotation for an appraisal report for:

AVIS Number: F240133, Case Name: CHV (44,a), Located at Hemlock Lane and Route 115, Monroe County, PA.

AVIS Number: F240187, Case Name: CHV (45), Located at Hemlock Lane and Route 115, Monroe County, PA.

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 Statement of Work (Page 8) for AVIS Number: F240133, and (Page 9) for AVIS Number: F240187.

DELIVERY/PERIOD OF PERFORMANCE

The target period of performance 195 calendar days from the date of the Purchase Order (PO) award.

The initial appraisal target date is 45 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/Deliverable Requirements specified SOW.

LINE-ITEM PRICING

CLIN

No. Appraisal Service Description Total Price

00010

AVIS Case Name: CHV (44,a) Agency Case ID: 00224497 AVIS Number: F240133

AVIS Case Name: CHV (45) Agency Case ID: 00225179 AVIS Number: F240187

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 CHV (44,a) 5 Earth Group Family Limited

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.

1. State Certification:

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

2. Technical Acceptability:

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

1. Please provide a summary of your years of experience appraising single family residential and recreational use tracts, similar to the subject tracts within the general market area, and/or similar market areas, to include site size range and date.

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

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

b. Qualifications of Associate Appraisers: Sub-contracting of this assignment is not permissible. Any associates expected to contribute to the appraisal must be identified in the proposal and a statement of qualifications and a copy of their license or permit must be provided.

c. Initial Delivery Date: Target date for initial delivery of the appraisal reports to the AVSO Reviewer is within 45 days from the date of engagement. If the contractor determines that a performance period of 45 days is not realistically feasible, it is the contractor’s responsibility to propose an alternative delivery date with justification for the change. Earlier delivery is preferable and will be given consideration but is not a

Document Title CHV (44,a) 5 Earth Group Family Limited requirement.

FACTOR B – PAST PERFORMANCE

1. Past Performance

a. Submit a list of at least two (2) of the most recent UASFLA-compliant appraisal reports completed. Include property type, size of property, date of value, location, and the client contact information for reference purposes. If none completed, please state such.

b. Submit a list of at least two (2) of the most recent appraisal reports completed for residential and recreational tracts similar to the subject tract within the general market area or similar market areas. Include property type, size of site, date of value, location, and the client contact information for reference purposes.

Factor C - Price Quote

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

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

EVALUATION OF QUOTATIONS

FAR 52.212-2 Evaluation-Commercial Products and Commercial Services (Nov 2021)

a) The Government will award a contract resulting from this solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered. Award of this Purchase Order will be made on a Best Value/Trade Off basis.

• The following factors shall be used to evaluate offers:

1. State Certification

2. Technical Capabilities

3. Past Performance

4. Delivery Date

5. Price Quote

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)

Document Title CHV (44,a) 5 Earth Group Family Limited

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, January 9, 2025. All submissions shall reference “Quote – 140D0425Q0171” 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, January 9, 2025. All submissions shall reference “Quote - 140D0425Q0083” 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, January 13, 2025. All submissions shall reference “Quote - 140D0425Q0171” 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

AVSO Statement of Work Page 1 of

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID: 00224497

AVIS Number: F240133

SECTION 1 – Subject Identification & General Information

Identification Case Names CHV (44,a)

Location Hemlock Lane and Route 115

Monroe County, PA

Acreage 368.37+/- acres (estimated all lands owned 12 parcels)

58.25 +/- acres to be acquired (four tax parcels with improvements)

Property Type Non-Federal Lands and Improvements (barn 7,200sf built in residence)

Case Type Acquisition

Appraiser’s Client U. S. Department of the Interior, Appraisal and Valuation Services Office

(AVSO)

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

(USA).

Intended Use The appraisal report will be used by FWS in conjunction with negotiating the acquisition of the subject property with the landowner. It is not intended for any other use.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2, on page 5 of this SOW. Please refer to items #4 of the Special Appraisal Instructions on page 7 of this SOW for additional valuation instructions. FWS is requesting a per acre value for Tract (44) and a separate per acre value for Tract (44a), including the valid range of acres the values are applicable.

Property Description and is near Route 33 in Ross Township. The tract is about 6 miles west of Bangor, PA and 5 miles south of

Sciota, PA. Tracts (44) and (44a) are irregularly shaped. Tract (44) is accessible from Hemlock Ln. Tract (44a) is accessible from Route 115. Tract (44a) is undeveloped forested land. Tract (44) has limited use for farming of corn & soybean. The rest of Tract (44) is undeveloped grassland or forested. There is a creek running through the southern portion of Tract (44). There is a barn on Tract (44) construction consists of: hemlock batten and board, metal roof, cement floor, new barn doors and hardware, wood post and beam, 60’ wide by 120’ long, 7,200 square feet, fencing exists around parts of the property.

AVSO Statement of Work Page 2 of

FWS proposed acquisition acreage FWS #’s Tax ID Map # Tax Code Acreage

Tract 44a 15.2.1.4-3 15627600462024.00 921 Forest Reserve Act 319 3.35

Tract 44a 15.2.1.43 15627600366136.00 920 Forest Reserve Act 319 6.31

Tract 44a 15.2.1.45-5 15627600452781.00 922 Forest Reserve Act 319 4.45

Tract 44 15.2.1.47 15627600249424.00 829Agriculture Reserve Act 319 44.14

The current tax information in Monroe County, PA of lands owned by current property owner:

Tract

(44) 15.2.1.47 with 44.14 acres is encumbered by a restrictive covenant 829 – Agriculture Reserve Act 319.

There are also utility easement pertinent to this parcel.

Appraisal Location

Improvements

AVSO Statement of Work Page 3 of

The tracts are irregularly shaped and accessible from Mountain Road, Hemlock Road, Route 115, and State Road

33. It is currently improved with a barn. There is a creek named Ross Common Creek running easterly along the most southern portion of the Tract 44 property. There is a history of farming on the tract, the extent to which is unknown. The tract is forested and a equal amount of cleared open space.

Property has been small-scale farming in the past with the current use the same with exception of pole barn being rented for slate storage.

According to the AVSO Division of Mineral Evaluation (DME), subject parcel is outside of any known hydrocarbon or mineral producing area. Datasets such as USGS's Mineral Resources Data System, local aerial imagery (Google Earth, Digital Globe) and IHS Enerdeq were reviewed for relevant mineral information. There are no recognized mineral development or mineral valuation issues. The mineral estate is reported to be unknown and is to be included in the rights valued.

It is anticipated that additional and expanded descriptive information on the subject property attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. All site characteristics are to be independently researched and verified by the Appraiser. The Appraiser must immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided. This may result in amended instructions.

Note: Tract (44) was listed for sale recently, listing expired in Dec 2023. Landowner said that they have taken it off the market, the appraiser must research this information.

Property Access There is legal and physical access into the property is along Hemlock Lane for Tract 44 and Tract 44a has frontage on Route 115.

Property Interest to be Acquired The property interest to be acquired is fee simple, subject to conditions, restrictions and reservations of record.

Water and mineral rights are to be included in the fee simple estate.

Legal Description The legal description consists of deed with multiple pages, recorded in deed book 2413 page numbers 1873 and 1958, includes substantial amount of page. Please see tax maps and tax parcel id that have previously been included.

Legal descriptions are included in the exhibits, items #6 and #7.

AVSO Statement of Work Page 4 of

This vesting deed and property tax record card is included in the exhibits. There are no known transfers in the last 10 years.

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

Outstanding Rights, Reservations and Rights of Way A current title report specific to the subject tract has not and will not be provided by FWS. (Please refer to authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.) Water and mineral rights are to be included in the fee simple estate.

It is reported that the property is fee simple and there are no known easements or encumbrances, however the vesting deed states, “UNDER AND SUBJECT TO COVENANTS, EASEMENTS, RESTRICTIONS AND

RESERVATIONS APPEARING IN THE CHAIN OF TITLE OR OTHERWISE VISIBLE UPON THE

LAND”. Any additional 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 appraiser must immediately notify the AVSO Review Appraiser of any indication of rights contrary to these described. This may result in amended instructions.

Personal Property None identified by FWS.

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of title, unity of highest and best use, and contiguity as it relates to highest and best use. UASFLA requires that the Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported, and is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3.)

The area of acquisition encompasses a total of 58.25+/- acres, there is +/-368 acres of lands under the same or similar ownership have been identified by FWS via their request for appraisal services. However, it is the Appraiser’s responsibility to identify any and all additional lands in proximity to the subject property having unity of ownership in conjunction with unity of highest and best use for the purposes of determining the larger parcel(s). It is requested that the Appraiser please notify the AVSO Review Appraiser in advance concerning any preliminary larger parcel determination issues.

The Appraiser’s larger parcel(s) determination will direct the appraisal methodology needed to satisfy FWS’ request related to the market value. If more than one larger parcel is determined, individual market values will be required, with no summations.

Again, given the various scenarios that may/may not exist, it will be necessary for the Appraiser to coordinate with the assigned AVSO Review Appraiser at the point in the appraisal process where the preliminary larger parcel(s) determination and highest and best use conclusions have been made.

Owner Contact Information Information will be provided to the contracted Appraiser upon award.

Tenancies Owner occupied with barn rented for storage.

AVSO Statement of Work Page 5 of

Subject Property Exhibits The following subject property exhibits are provided as attachments to the solicitation:

1. CHV (44,a) Appraisal Location Map

2. CHV (44, a) Appraisal Larger Parcel Ownership Map

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

3. CHV (44,a) Monroe County Property Card

4. CHV (44) Permission to Appraise

5. CHV (44a) Permission to Appraise

6. CHV (44) Vesting Deed

7. CHV (44a) Vesting Deed

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

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

Standards 1 & 2

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

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

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

1.2.4 of 6th Edition)

This definition of value must be placed in the Scope of Work section of the report in accordance with

UASFLA 2.3.1.8.

Date of Value The date of value is to be the date of the last property inspection.

Extraordinary Assumptions (EA’s) A current title report has not been provided for this assignment and the AVSO Review Appraiser is authorizing the use of the following extraordinary assumption in the appraisal report.

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

If the Appraiser determines that any other extraordinary assumption is necessary for credible assignment

AVSO Statement of Work Page 6 of results, he/she must contact the AVSO Review Appraiser for prior written approval.

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion of exposure time [UASFLA, 6th Ed., Section 1.2.4, 1.2.7.2 and 4.2 (legal basis)], unlike other appraisal assignments subject to USPAP [Standard Rule 1-2(c) and 2-2(a)(v)]. This exclusion of exposure time requires the use of a Jurisdictional Exception (JE) to USPAP. (Refer to page 14 of USPAP for proper reporting.)

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

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

Placement in Report The Appraiser must clearly identify and discuss the implications of any authorized Extraordinary Assumptions and Hypothetical Conditions (including a statement that their use might have affected the assignment results) within the Scope of Work section of the appraisal report along with the Jurisdictional Exception (assignment condition) per UASFLA Section 2.3.1.8. Please also identify any authorized EAs and HC’s wherever the final value conclusion is stated.

Property Inspection The Appraiser must physically inspect the subject property. The owner has given permission to enter the property to conduct an inspection and has indicated that the owner's representative has a desire to attend the property inspection with the appraiser. The document granting permission to appraise will be provided to the Appraiser upon award. Please contact the owner directly, after award, to arrange a date and time for inspection and access to the property. The Appraiser must notify the AVSO Review Appraiser, in advance, when the property inspection will occur.

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

Pre-Work Meeting/Conference Call The Contracted Appraiser will be required to participate in a pre-work meeting by telephone with the assigned AVSO Review Appraiser. The AVSO Review Appraiser will coordinate the date and time of the pre-work meeting directly with the Appraiser.

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

Legal Instructions None given.

AVSO Statement of Work Page 7 of

Special Appraisal Instructions

1. Even though communication is encouraged with the property owner and the client agency, only the

AVSO Administrative Officer, in conjunction with the assigned AVSO Review Appraiser’s concurrence, can modify appraisal instructions (in writing).

2. The Appraiser may not communicate assignment results to any party except AVSO 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.

4. FWS is requesting a per acre value. The area of acquisition is estimated to contain 58.25± acres, with the actual acreage to be acquired dependent upon completion of a formal FWS survey. FWS is requesting a per acre value for Tract (44) and a separate per acre value for Tract (44a), including the valid range of acres the values are applicable to. Consequently, if the larger parcel is appraised on a “per acre” basis (versus on a “per lot” or “per site” basis), it is requested that in addition to stating the final value conclusion of the larger parcel within the appraisal report, the unit value (e.g., $XX/acre) be stated along with the range of acreage within which that unit value would be valid (e.g., $XX/acre is valid for a range of XX-XX acres or within ±X%).

This range in acreage for the concluded unit value is only applicable to the final surveyed acreage for the footprint of the appraised larger parcel(s) and considers no material changes to the physical characteristics of the larger parcel(s). This tool is meant to assist the acquiring agency in rectifying the value of the proposed acquisition, after completion of the survey. It is not intended for use by the client to add additional lands/tracts to the proposed acquisition or to allow the retention/removal of lands/tracts from the proposed acquisition by the landowner as a result of negotiations after the appraisal has been completed. Addition or removal of a tract(s) from the proposed acquisition could change the physical characteristics of the property and require amendment of the appraisal or reappraisal. This is an assignment condition to be mentioned in the scope of work section of the appraisal report.

General Appraisal Requirements & Instructions

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

2. This AVSO Statement of Work and Pages 1 & 2 of the Contract Award document must be included within the Addenda to the appraisal report along with the Appraiser’s license and qualifications.

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

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

UASFLA, Section 2.2 states that reporting formats set forth under Sections 2.3, 2.4, and 2.5 (Appendix B, C, or D) are consistent with and/or exceed the requirements for an appraisal report under Standard 2 of USPAP.

5. The Appraiser must appraise the subject property in its existing physical condition.

6. All of the comparable properties used in direct comparison to the subject are to be personally inspected (UASFLA Section 1.2.6.3). Color photographs of comparable properties shall be included in the

AVSO Statement of Work Page 8 of appraisal report along with comparable data maps and/or exhibits. AVSO will accept aerial photographs for comparable properties as long as the aerial photographs accurately represent the comparable property as of the date of inspection.

7. The appraisal report will be reviewed for compliance with the terms of this Statement of Work

(including all cited standards). Any findings of inadequacy will require clarification and/or correction.

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

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

10. If including any proprietary information in the appraisal, Appraiser must gain concurrence from AVSO Review Appraiser and deliver the proprietary information in a separate binder.

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

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

SECTION 3 – Performance & Submission Requirements

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

The contractor shall have 45 calendar days from the date of award to deliver the initial appraisal report to the AVSO Review Appraiser. If the contractor determines that a performance period of 45 days is not realistically feasible, it is the contractor’s responsibility to provide an alternative delivery date, with justification for the change, in the bid proposal. NOTE: Preference may be given to the quotes which best meets the stated delivery date.

AVSO Statement of Work Page 9 of

Deliverable/Task Schedule Deliverable/Task Schedule

REQUIRED DELIVERABLES DELIVERY DATE

Pre-Work Meeting By telephone, coordinated by the AVSO Review

Appraiser following contract award.

Initial Appraisal Report Due (Address to assigned Review Appraiser)

Target is 45 calendar days from the date of award.

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

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

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

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

Invoice Submission and Payment 60 days after the final appraisal report is accepted by AVSO.

Closeout 60 days after the final payment is made.

Payment

Please note: Any adjustments to the above Deliverable/Task Schedule shall be submitted to the Contracting Officer.

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

AVSO Statement of Work Page 10 of

STATEMENT OF WORK (SOW)

Appraisal and Valuation Services Office

Agency Case ID: 00225179

AVIS Number: F240187

SECTION 1 – Subject Identification & General Information

Identification Case Names CHV (45)

Location Residential Property Along Hemlock Lane

Monroe County, PA

Acreage 1.86+/- acres (368 +/- acres under different name)

Property Type Land and Improvements (multiple buildings)

Case Type Acquisition

Appraiser’s Client U. S. Department of the Interior, Appraisal and Valuation Services Office

(AVSO)

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

(USA).

Intended Use Appraisal report will be used by FWS in conjunction with negotiating the acquisition of the subject property via purchase from the current owner. It is not intended for any other use.

Please refer to the authorized Extraordinary Assumption regarding assumed title interests in Section 2, on page 5 of this SOW. Please refer to items #4 of the Special Appraisal Instructions on page 7 of this SOW for additional valuation instructions. FWS is requesting a per acre value for the subject parcel and the valid range of acres this value is applicable.

Property Description The proposed acquisition lies within the Cherry Valley NWR area of Ross Township Monroe County, PA and is near Route 33. The tract is about 2.5 miles north of Wind Gap, PA and 31 miles northeast of Allentown, PA.

The current Monroe County Parcel Identification (County ID Map #) Tax information is 15.2.1.47-1, located in Monroe County, PA courthouse and contains (1.86+/- acres). The tract is rectangular shaped and along Hemlock Lane. It is currently improved with a single-family residence, garage and guest house. The tract is residential in use and a small amount of cleared open space. The property has been historically used as residential, recreational and hobby equestrianism and currently vacant residential.

140D0425Q0074 Document Title Willamette Valley Conservation Area Tract (14)

Location Map (additional maps will be provided upon award)

The following are several improvements located on subject site:

Primary Residence:

• Square Footage of Home: 4,243 (finished living area)

• Square Footage of Home: 754 (basement below grade)

• Exterior of Home: brick, cedar shake, slate roof, patio (cement), decorative large stone walls, sidewalks (cement), updated windows, public road (Hemlock Lane) to private gated entrance paved road

• Interior of Home: the interior of the home was completely remodeled and updated in 2021, windows updated, pecks tubbing updated, fire/burglar alarm central monitored

• Kitchen Area: all new flooring (ceramic), all new countertops (granite), all new appliances, stove, fridge/freezer, dish washer, garbage disposal

• First Floor Powder Room: all new flooring (ceramic), new sink & fixtures, new toilet, new lighting

• Master Bathroom: all new flooring (ceramic), new sink & fixtures, new toilet, new shower & tub, new lighting

• Master Bedroom: all new carpet flooring, walls painted

• Second Bathroom: all new flooring (ceramic), new sink & fixtures, new toilet, new shower & tub, new lighting

• HVAC Details: oil heat, baseboard, central air conditioning

• Electrical Service: 200+ amp service, circuit breakers

Subject

140D0425Q0083

Document Title

CHV (44,a) 5 Earth Group Family Limited

• Water: two wells on site tested yearly, whole house water softener

• Sewer: Septic

Guest House

• Square Footage of Guest House: 1,611

• Exterior of Guest House: board & batten, slate roof, deck

• Interior of Guest Home: The interior of the home was completely remodeled and updated in 2021.

• First Floor Powder Room: new sink & fixtures, new toilet, new lighting

• Sauna Room on Level 1

• Kitchen Area: all new flooring wood laminate, all new appliances, stove, fridge/freezer.

• HVAC Details: oil heat, baseboard

• Electrical Service: 60-amp service, circuit breakers

Barn

• Square Footage of Red Barn: 2,520

• Exterior of Red Barn: board & batten, slate roof, new barn doors & hardware, exterior paddock area (stone walls & fencing), four stalls for horses, storage area (lower level), new copper gutters

• Interior of Red Barn: wood post & beam, wood flooring

• Electrical Service: 60-amp service, circuit breakers

According to the AVSO Division of Mineral Evaluation (DME), subject parcel is a residential property and will not require a DME report, unless specifically requested by the appraiser. The mineral estate is reported to be unknown and is to be included in the rights valued.

It is anticipated that additional and expanded descriptive information on the subject property attributes will be uncovered during a physical inspection and due diligence research by the Appraiser. All site characteristics are to be independently researched and verified by the Appraiser. The Appraiser must

Document Title

CHV (44,a) 5 Earth Group Family Limited immediately notify the AVSO Review Appraiser of any significant discrepancies in the property description provided. This may result in amended instructions.

Note: Property was listed for sale in 2023, please provide any listing information available.

Property Access There is legal and physical access into the property along Hemlock Lane. There are no other public roads adjacent to the subject property.

Property Interest to be Acquired The property interest to be acquired is fee simple, subject to covenants, restrictions and reservations of record.

Water and mineral rights are to be included in the fee simple estate.

Legal Description This vesting deed is dated March 17, 2005 and recorded in Deed Book 2220 page 3582 as:

BEGINNING at an iron pin in the southerly edge of Township Road No. 376 {also known as Hemlock Lane), said pin being South 1 Degree 26 Minutes 20 Seconds West 331.60 feet from an axle on line of land of the grantor, and also being a common comer of lands; thence along land of the grantor, of which this tract was a part, South 10 Degrees 15 Minutes 33 Seconds East 203.55 feet to an iron pin; thence along the same South 71 Degrees 05 Minutes 27 Seconds West 364.24 feet to an iron pin� thence along the same North 17 Degrees 06 Minutes 13 Seconds West 221.26 feet to an iron pin; thence along the southerly edge of the aforementioned Township Road No. 376 North 71 Degrees 18 Minutes 47 Seconds East 174.60 feet to a point; thence along the same North 76 Degrees 14 Minutes42 Seconds East 214.15 feet to the place of BEGINNING. CONTAINING 1.8645 acres.

This vesting deed and property tax record card is included in the exhibits. There are no known transfers in the last 10 years.

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

Outstanding Rights, Reservations and Rights of Way A current title report specific to the subject tract has not and will not be provided by FWS. (Please refer to authorized Extraordinary Assumption regarding assumed title interests in Section 2 of this SOW.) Water and mineral rights are to be included in the fee simple estate.

It is reported that the property is fee simple and there are no known easements or encumbrances, however the vesting deed states, “UNDER AND SUBJECT TO COVENANTS, EASEMENTS, RESTRICTIONS AND RESERVATIONS APPEARING IN THE CHAIN OF TITLE OR

OTHERWISE VISIBLE UPON THE LAND”. Any additional 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 appraiser must immediately notify the AVSO Review Appraiser of any indication of rights contrary to these described. This may result in amended instructions.

Document Title

CHV (44,a) 5 Earth Group Family Limited

Personal Property None identified by FWS.

Larger Parcel As this request is for a proposed federal acquisition, the Appraiser must identify the larger parcel, or larger parcels (should multiple larger parcels be determined), which satisfies the tests of title, unity of highest and best use, and contiguity/proximity as it relates to highest and best use. UASFLA requires that the Appraiser’s analysis that led to the larger parcel determination and the determination itself be reported, and is considered an integral part of the highest and best use analysis. (UASFLA 1.2.7.3.1, 1.4.3-1.4.7, 2.3.3.1, & 4.3.)

The property to be acquired consists of 1.86 acres. FWS reports there are no other contiguous or proximate lands under the same or similar ownership. However, it is ultimately the Appraiser’s responsibility to identify any and all additional lands contiguous or proximate to the subject property having unity of ownership/title in conjunction with unity of highest and best use/integrated use for the purposes of determining the larger parcel(s). It is requested that the Appraiser please notify the AVSO Review Appraiser in advance, after property inspection, concerning the Appraiser’s preliminary larger parcel determination.

Ownership Information will be provided to the contracted Appraiser upon award.

Tenancies None known or noted/reported by USFWS.

Subject Property Exhibits The following subject property exhibits are provided as attachments to the solicitation:

1. CHV 45 Appraisal Site Map

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

2. CHV 45 Monroe County Property Card

3. CHV 45 Permission to Appraise

4. CHV 45 PLSA

5. CHV 45 Vesting Deed

6. CHV 45 Property Pictures

SECTION 2 – Appraisal Requirements & Instructions

Appraisal Standards

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

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

3. Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (PL 91-

646) as amended; 49 CFR, Part 24

Market Value Market Value is the amount in cash or on terms reasonably equivalent to cash, for which in all probability the property would have sold on the effective date of value, after a reasonable exposure

Document Title

CHV (44,a) 5 Earth Group Family Limited time on the open competitive market, from a willing and reasonably knowledgeable seller to a willing and reasonably knowledgeable buyer, with neither acting under any compulsion to buy or sell, giving due consideration to all available economic uses of the property. (Uniform Appraisal Standards for Federal Land Acquisitions, 1.2.4 of 6th Edition)

This definition of value must be placed in the Scope of Work section of the report in accordance with UASFLA 2.3.1.8.

Date of Value The date of value is to be the date of the last property inspection.

Extraordinary Assumptions (EA’s) A current title report has not been provided for this assignment and the AVSO Review Appraiser is authorizing the use of the following extraordinary assumption in the appraisal report.

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

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

Hypothetical Conditions (HC’s) None. If the Appraiser determines that a hypothetical condition is necessary for credible assignment results, he/she must contact the AVSO Review Appraiser for prior written approval.

Jurisdictional Exceptions (JE’s) Opinions of market value for federal acquisition purposes shall not be linked to a specific opinion…