W912DR-17-T-0104.pdf

SEE ADDENDUM

(No Collect Calls)

W912DR-17-T-0104 29-Aug-2017

b. TELEPHONE NUMBER

443-853-2060

8. OFFER DUE DATE/LOCAL TIME

02:00 PM 28 Sep 2017

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA X ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

W912DR9. ISSUED BY

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

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

LILLIAN LAMB

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

1 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.X

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESSX

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

USACE, BALTIMORE DISTRICT

10 S. HOWARD ST

ROOM 7000

BALTIMORE MD 21201

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

FAX:

TEL: 410-962-2196 SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$7,500,000

NAICS:

531320

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

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

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF54

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

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

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

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

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

Section SF 30 - BLOCK 14 CONTINUATION PAGE

INSTRUCTIONS TO OFFERORS

INSTRUCTION TO OFFERORS

The U.S. Army Corps of Engineers acquires real property interests for a wide variety of projects and purposes.

Appraisal services are normally required in support of these acquisitions. Appraisals for federal acquisition purposes are fundamentally informed by the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) and are subject to the Uniform Standards of Professional Appraisal Practice (USPAP). The U.S. Army Corps of Engineers, Baltimore District has a need to periodically obtain appraisal services for real property transactions from commercial vendors. This solicitation will yield 4 to 8 Master Agreements. The maximum amount of each Master Agreement will be $500,000.00 and the maximun amount for each BPA Call will be $150,000.00.

Capabilites can be submitted via e-mail to Lillian Lamb, Contract Specialist at email:

lillian.lamb@usace.army.mil or fax at (410-962-2001) or also via mail to U.S. Army Corps of Engineers, Contracting Division, Simplified Acquisition Branch, ATTN: Lillian Lamb, 10 South Howard Street, 7th floor, Room 7200-D, Baltimore, MD 21201.

Questions:

Questions concerning this solicitation must be submitted by email only to lillian.lamb@usace.army.mil no later than September 18, 2017 11:00 AM (EST). This will allow responses to be posted on FBO prior to solicitation closing.

Site Visit - Prospective bidders are advised to contact Charles Brown at 410-962-3232 or Charles.m.brown@usace.army.mil to visit the project before bidding. Please bring valid photo identification and a copy of a solicitation for verification purposes to the site visit.

Offerors are urged and expected to inspect the site where services are to be performed and to satisfy themselves regarding all general and local conditions that may affect the cost or contract performance, to the extent that the information is reasonably obtainable. In no event shall failure to inspect the site constitute grounds for a claim after contract award.

Submission requirements:

I. TECHNICAL:

Potential vendors will be evaluated on the following criteria and should briefly discuss each item. The response to these evaluation criteria should be no longer than five pages. In addition, potential vendors must attach copies of each state License/Certification, and may also attach a copy of Professional Qualifications.

1. Licensing as a Certified General Real Property Appraiser in the Mid-Atlantic Region. Multiple state certifications in the region are preferred. List the states in which the appraiser is certified and include copies of Appraiser Licenses/Certifications.

2. Experience in preparing narrative appraisals compliant with the Uniform Standards of Professional Appraisal Practice (USPAP).

3. Experience in preparing appraisals compliant with the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA), and subject to its special rules, methods, and concepts including Larger Parcel, Unit Rule, Scope of Project, Before and After, Damages, and Benefits.

4. Experience developing appraisals in connection with total and partial acquisitions involving both fee and easement estates.

5. Active registration of the business on the System for Award Management (SAM).

6. Small Business classification.

7. Experience appraising land tracts and improved properties within the residential, commercial, industrial, office, and special purpose property segments.

8. Experience in appraisal assignments for use in eminent domain proceedings.

9. Experience developing Project Appraisal Reports in accordance with UASFLA guidance.

10. Experience performing appraisal assignments for the U.S. Army Corps of Engineers and/or other federal government agencies.

II. PAST PERFORMANCE:

A. Submission Requirements: Past performance refers to the quality of recent project experience from the customer’s perspective. The Offeror shall arrange for the reference customer point of contact for two projects to fill out the Questionnaire and return to Lillian Lamb, Contract Specialist, e-mail at lillian.lamb@usace.army.mil . The questionnaires must be forwarded directly by the references. The Government will not release the questionnaire forms to the Offeror at any time, in order for the Government to solicit candid, unbiased responses and comments. Two References from previously completed jobs must be submitted and include a point of contact and phone numbers. These references must be relevant to the work which will be performed in this contract. Relevant work is defined as Real Property Apparaisal Services. References must be recent within the past 3 years.

B. Two Completed Past Performance Questionnaires (See Attached Past Performance Questionnaire)

III. QUOTE – Bid Schedule.

FAILURE TO ABIDE BY ITEMS 1-3 ABOVE MAY RESULT IN QUOTE BEING CONSIDERED

NON-RESPONSIVE AND INELIGBLE FOR AWARD.

Evaluation Criteria rating:

1. Technical -

The following adjectival ratings will be assigned to the Technical factor:

Acceptable: Offer clearly meets the minimum requirements of the solicitation.

Unacceptable: Offer does not clearly meet the minimum requirements of the solicitation.

2. Past performance -

RATING DESCRIPTION

ACCEPTABLE Past performance references and /or PPQ has satisfactory ratings and clearly meets the minimum requirements of the solicitation.

UNACCEPTABLE Past performance references and/ or PPQ has unsatisfactory ratings and clearly does not meet the minimum requirements of the solicitation.

NEUTRAL No past performance submitted

The Government will assess the degree of success of Offeror’s recent, relevant past performance.

Owners/references will be asked to comment on items such as, timeliness, management of subcontractor work, including timely payment to subs or suppliers, safety, relations between customer and contractor, level of support for such things as correcting errors. Any offeror who has demonstrated satisfactory past performance will be considered eligible for award. Any offeror who demonstrated unsatisfactory past performance will not be considered eligible for award. If the Government does not obtain past performance information for the projects identified by the offeror and cannot establish a past performance record for the offeror through other sources, or if the offeror has no past performance record and cannot tie significant, relevant experience of key personnel proposed for this project to cited experience, past performance will be evaluated neither favorably nor unfavorably.

NOTE: ALL UNACCEPTABLE RATING FOR PAST PERFORMANCES AND REFERENCES WILL BE

RESULT IN INELIGBLE FOR AWARD.

USACE PAST PERFORMANCE QUESTIONNAIRE (Form PPQ-0) CONTRACT INFORMATION (Contractor to complete Blocks 1-4)

1. Contractor Information

Firm Name: CAGE Code: Address: DUNs Number: Phone Number:

Email Address:

Point of Contact: Contact Phone Number:

2. Work Performed as: Prime Contractor Sub Contractor Joint Venture Other (Explain) Percent of project work performed:

If subcontractor, who was the prime (Name/Phone #):

3. Contract Information

Contract Number:

Delivery/Task Order Number (if applicable):

Contract Type: Firm Fixed Price Cost Reimbursement Other (Please specify): Contract Title:

Contract Location:

Award Date (mm/dd/yy):

Contract Completion Date (mm/dd/yy): Actual Completion Date (mm/dd/yy): Explain Differences:

Original Contract Price (Award Amount):

Final Contract Price (to include all modifications, if applicable):

Explain Differences:

4. Project Description:

Complexity of Work High Med Routine

How is this project relevant to project of submission? (Please provide details such as similar equipment, requirements, conditions, etc.)

CLIENT INFORMATION (Client to complete Blocks 5-8)

5. Client Information

Name:

Title:

Phone Number:

Email Address:

6. Describe the client’s role in the project:

7. Date Questionnaire was completed (mm/dd/yy):

8. Client’s Signature:

NOTE: Past performance refers to the quality of recent project experience from the customer’s perspective. The Offeror shall arrange for the reference customer point of contact for two projects to fill out the Questionnaire and return directly to Lillian Lamb, Contract Specialist, e-mail at lillian.lamb@usace.army.mil. The questionnaires must be forwarded directly by the references. The Government will not release the questionnaire forms to the Offeror at any time, in order for the Government to solicit candid, unbiased responses and comments. Two (2) References from previously completed jobs must be submitted and include a point of contact and phone numbers.

These references must be relevant to the work which will be performed in this contract. Relevant work is defined as appraisal services.

References must be recent within the past three (3) years.

ADJECTIVE RATINGS AND DEFINITIONS TO BE USED TO BEST REFLECT

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE

RATING DEFINITION NOTE

(E) Exceptional Performance meets contractual requirements and exceeds many to the Government/Owner’s benefit.

The contractual performance of the element or sub-element being assessed was accomplished with few minor problems for which corrective actions taken by the contractor was highly effective.

An Exceptional rating is appropriate when the Contractor successfully performed multiple significant events that were of benefit to the Government/Owner. A singular benefit, however, could be of such magnitude that it alone constitutes an Exceptional rating.

Also, there should have been NO significant weaknesses identified.

(VG) Very Good Performance meets contractual requirements and exceeds some to the Government’s/Owner’s benefit. The contractual performance of the element or sub-element being assessed was accomplished with some minor problems for which corrective actions taken by the contractor were effective.

A Very Good rating is appropriate when the Contractor successfully performed a significant event that was a benefit to the Government/Owner. There should have been no significant weaknesses identified.

(S) Satisfactory Performance meets minimum contractual requirements. The contractual performance of the element or sub-element contains some minor problems for which corrective actions taken by the contractor appear or were satisfactory.

A Satisfactory rating is appropriate when there were only minor problems, or major problems that the contractor recovered from without impact to the contract.

There should have been NO significant weaknesses identified. Per DOD policy, a fundamental principle of assigning ratings is that contractors will not be assessed a rating lower than Satisfactory solely for not performing beyond the requirements of the contract.

(M) Marginal Performance does not meet some contractual requirements. The contractual performance of the element or sub-element being assessed reflects a serious problem for which the contractor has not yet identified corrective actions. The contractor's proposed actions appear only marginally effective or were not fully implemented.

A Marginal is appropriate when a significant event occurred that the contractor had trouble overcoming which impacted the Government/Owner.

(U) Unsatisfactory

Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the element or sub-element contains serious problem(s) for which the contractor's corrective actions appear or were ineffective.

An Unsatisfactory rating is appropriate when multiple significant events occurred that the contractor had trouble overcoming and which impacted the Government/Owner. A singular problem, however, could be of such serious magnitude that it alone constitutes an unsatisfactory rating.

(N) Not Applicable

No information or did not apply to your contract Rating will be neither positive nor negative.

TO BE COMPLETED BY

CLIENT

PLEASE CIRCLE THE ADJECTIVE RATING WHICH BEST

REFLECTS

YOUR EVALUATION OF THE CONTRACTOR’S PERFORMANCE.

1. QUALITY:

a) Quality of technical data/report preparation efforts E VG S M U N

b) Ability to meet quality standards specified for technical performance

E VG S M U N

c) Timeliness/effectiveness of contract problem resolution without extensive customer guidance

d) Adequacy/effectiveness of quality control program and adherence to contract quality assurance requirements (without adverse effect on performance)

2. SCHEDULE/TIMELINESS OF PERFORMANCE:

a) Compliance with contract delivery/completion schedules including any significant intermediate milestones. (If liquidated damages were assessed or the schedule was not met, please address below)

b) Rate the contractor’s use of available resources to accomplish tasks identified in the contract

3. CUSTOMER SATISFACTION:

a) To what extent were the end users satisfied with the project? E VG S M U N

b) Contractor was reasonable and cooperative in dealing with your staff (including the ability to successfully resolve disagreements/disputes;

responsiveness to administrative reports, businesslike and communication)

c) To what extent was the contractor cooperative, businesslike, and concerned with the interests of the customer?

d) Overall customer satisfaction E VG S M U N

4. MANAGEMENT/ PERSONNEL/LABOR

a) Effectiveness of on-site management, including management of subcontractors, suppliers, materials, and/or labor force?

b) Ability to hire, apply, and retain a qualified workforce to this effort E VG S M U N

c) Government Property Control E VG S M U N

d) Knowledge/expertise demonstrated by contractor personnel E VG S M U N

e) Utilization of Small Business concerns E VG S M U N

f) Ability to simultaneously manage multiple projects with multiple disciplines E VG S M U N

g) Ability to assimilate and incorporate changes in requirements and/or priority, including planning, execution and response to Government changes

h) Effectiveness of overall management (including ability to effectively lead, manage and control the program)

5. COST/FINANCIAL MANAGEMENT

a) Ability to meet the terms and conditions within the contractually agreed price(s)?

b) Contractor proposed innovative alternative methods/processes that reduced E VG S M U N cost, improved maintainability or other factors that benefited the client

c) If this is/was a Government cost type contract, please rate the Contractor’s timeliness and accuracy in submitting monthly invoices with appropriate back-up documentation, monthly status reports/budget variance reports, compliance with established budgets and avoidance of significant and/or unexplained variances (under runs or overruns)

d) Is the Contractor’s accounting system adequate for management and tracking of costs? If no, please explain in Remarks section.

Yes No

e) If this is/was a Government contract, has/was this contract been partially or completely terminated for default or convenience or are there any pending terminations? Indicate if show cause or cure notices were issued, or any default action in comment section below.

f) Have there been any indications that the contractor has had any financial problems? If yes, please explain below.

6. SAFETY/SECURITY

a) To what extent was the contractor able to maintain an environment of safety, adhere to its approved safety plan, and respond to safety issues?

(Includes: following the users rules, regulations, and requirements regarding housekeeping, safety, correction of noted deficiencies, etc.)

b) Contractor complied with all security requirements for the project and personnel security requirements.

7. GENERAL

a) Ability to successfully respond to emergency and/or surge situations (including notifying COR, PM or Contracting Officer in a timely manner regarding urgent contractual issues).

b) Compliance with contractual terms/provisions (explain if specific issues) E VG S M U N

c) Would you hire or work with this firm again? (If no, please explain below) Yes No

d) In summary, provide an overall rating for the work performed by this contractor.

Please provide responses to the questions above (if applicable) and/or additional remarks.

Furthermore, please provide a brief narrative addressing specific strengths, weaknesses, deficiencies, or other comments which may assist our office in evaluating performance risk (please attach additional pages if necessary):

PERFORMANCE WORK STATEMENT

Performance Work Statement For

Real Estate Appraisal Services

Blanket Purchase Agreement (BPA) Establishment

14 April 2017

M. Carla Wall, Chief Appraiser, Technical Services Branch

Real Estate Division USACE – Baltimore

(410) 962-3205 Maria.C.Wall@usace.army.mil

1. Introduction: The U.S. Army Corps of Engineers acquires real property interests for a wide variety of projects and purposes. Appraisal services are normally required in support of these acquisitions. Narrative appraisals for federal acquisition purposes are essential. These appraisals are fundamentally informed by the Uniform Appraisal Standards for Federal Land Acquisitions (UASFLA) and are subject to the Uniform Standards of Professional Appraisal Practice (USPAP).

2. Background: The U.S. Army Corps of Engineers, Baltimore District has a need to periodically obtain timely and credible appraisal services from commercial vendors in connection with various real property transactions. These appraisal services are frequently required in support of eminent domain proceedings and may involve total or partial acquisitions of fee and/or easement estates.

UASFLA compliant appraisals require an understanding of its special rules, methods, and concepts (including Larger Parcel, Unit Rule, Scope of Project, Before and After, Damages, and Benefits) in relation to each appraisal assignment. Appraisal services may be needed throughout the Mid-Atlantic Region. The Baltimore District seeks to establish Blanket Purchase Agreements (BPA) with Certified General Real Property Appraisers covering some or all of this region. A BPA is a simplified method of filling anticipated repetitive needs for supplies or services.

3. General Requirements: The U.S. Army Corps of Engineers, North Atlantic Division, Baltimore District (USACE, NAB) has a requirement for periodic real estate appraisal services throughout the Mid-Atlantic Region. Potential vendors must be licensed as a Certified General Real Property Appraiser in one or more of the Mid-Atlantic States. Potential vendors should have experience appraising land tracts and improved properties within the residential, commercial, industrial, office, and special purpose property segments. Potential vendors should be experienced in preparing narrative appraisals for use in connection with eminent domain proceedings, and compliant with USPAP and UASFLA (Yellow Book). Potential vendors should also have experience appraising proposed partial acquisitions and easements.

3. Non-Personal Services: The Government shall neither supervise contractor employees nor control the method by which the contractor performs the required tasks. Under no circumstances shall the Government assign tasks to, or prepare work schedules for, individual contractor employees. It shall be the responsibility of the contractor to manage its employees and to guard against any actions that are of the nature of personal services. If the contractor believes that any actions constitute, or are perceived to constitute personal services, it shall be the contractor's responsibility to notify the Procuring Contracting Officer (PCO) immediately.

3.1. Period of Performance: The period of performance is from 1 September 2017 through 31

August 2022.

3.2. Site Security. This assignment does not require access to U.S. Government facilities or systems.

3.3. Location of Work Performance. The Contractor will complete on-site inspections of each property and will perform all other required work at the Contractor’s facility.

3.4. POCs shall inspect all Services performed by the Contractor under this PWS through the final reports and provide feedback and acknowledgement of acceptance by the customer of the deliverables.

Requesting Unit Functional POC M. Carla Wall, Chief Appraiser, Technical Services Branch (410) 962-3205 E-mail address: Maria.C.Wall@usace.army.mil

Other POCs as necessary Charles Brown, Appraiser, Technical Services Branch (410) 962-3232 E-mail address: Charles.M.Brown@usace.army.mil

3.5. Delivery. Delivery of all materials will be coordinated with the Requesting Unit Local POC;

Delivery will be made to the physical address identified in 3.3 as the place of work performance.

4. Performance Requirements: Performance requirements will be established in subsequent Performance Work Statement/Scope of Work for specific BPA calls.

5. Deliverables:

Electronically signed pdf versions of reports shall be provided that comply with the requirements of specific Performance Work Statement/Scope of Work. The below named addressee is to receive pdf electronic versions of reports.

M. Carla Wall Chief, Technical Services Branch Real Estate Division U. S. Army Corps of Engineers – Baltimore District P. O. Box 1715 Baltimore, MD 21203-1715 Voice: 410-962-3205 E-mail: Maria.c.wall@usace.army.mil

6. Special Requirements:

6.1. Materials: Upon specific assignment award, USACE will generally provide detailed tract maps and legal descriptions of each parcel and point of contact information for each subject property.

6.2. Appraisal Update: USACE may request updates of appraisals within the period of performance. Therefore, for specific BPA calls, the Contractor may be asked to provide a separate fee quote for an optional appraisal update.

6.3. Appraiser Licensing: The responsible appraiser must be licensed as a Certified General

Real Property Appraiser in one or more of the Mid-Atlantic States. The responsible appraiser shall be identified and a copy of his/her current certification(s) must be submitted.

6.4. Inspections: Subject property inspections must be accomplished by a properly licensed Certified General Real Property Appraiser. An inspection by a trainee or associate appraiser is not acceptable.

The appraiser is required by certified letter to invite the property owner (or their agents or representatives) to accompany him/her in an inspection of the site. A copy of the letter is to be included in the appraisal report. Such inspection shall be for the purpose of obtaining pertinent information regarding subject site characteristics and features. The appraiser will give careful, considerate attention to all information and comments offered. The owners may be a prime source of important detailed information.

6.5. Review Process (Quality Assurance Surveillance Plan - QASP): A review of the appraisal report will be prepared by a member of the U.S. Army Corps of Engineers

(USACE) using the QASP FORM. The USACE review will verify that the appropriate appraisal methodology has been used, that the data used to estimate value is relevant and similar in highest and best use to the subject property, that the value conclusion is reasonable and supported by accurate analysis and that the Scope of Work has been followed. In the event something is not clear in the appraisal report or needs further amplification, requests for supplemental qualification, if required, will be provided in writing and are to be followed up by the appraiser in a timely manner usually no more than five business days from date of request. Primary objective of the review process is to check for compliance with the Scope of Work, USPAP, UASFLA, and to evaluate the reasonableness and credibility of the estimated market value.

6.6. Modifications of Delivered Appraisal Report: The appraiser shall modify or supplement the appraisal report where discovery of error or other corrective action is required to provide an acceptable report. This service shall be rendered without additional cost to the contract.

6.7. Payment: The sum set out in the contract for the appraisal report shall constitute full payment to the contractor and shall include costs of all supplies, material, and equipment and transportation incidental to preparing and delivering the report. The contract price shall be due and payable for an acceptable appraisal report upon delivery and acceptance of such report accompanied by a properly certified invoice.

6.8. Appraisal Reports to be Confidential: All information contained in the appraisal report to be made hereunder and all parts thereof are to be treated as strictly confidential. The contractor shall take all necessary steps to ensure that no member of staff or organization divulge any information concerning such appraisal report to any person other than representatives of the USACE, Baltimore District, Real Estate Division, Technical Services Branch.

7. Attachment/Technical Exhibit List:

7.1. Attachment 1/Technical Exhibit 1 – Performance Requirements Summary:

Performance requirements will be established in subsequent Performance Work Statement/Scope of Work for specific BPA calls.

7.2. Attachment 2/Technical Exhibit 2 – Deliverables Schedule: Deliverables schedule will be established in subsequent Performance Work Statement/Scope of Work for specific BPA calls.

7.3. Attachment 3/Technical Exhibit 3 – Plot Plans: Plot plans will be provided in subsequent Performance Work Statement/Scope of Work for specific BPA calls.

QASP

Quality Assurance Surveillance Plan (QASP) For

Real Estate Appraisal Services Master BPA

1.0 INTRODUCTION:

1.1. Purpose. The role of the government in quality assurance is to ensure contract standards are achieved. The purpose of the QASP is to identify the methods and procedures the government will use to evaluate contractor actions while performing the requirements in the contract specifications. It is designed to provide an effective surveillance method by monitoring contractor performance for each service listed in the contract specifications for the subject contract.

1.2. The QASP provides a systematic method to evaluate the services the contractor is required to provide. The QASP is based on the premise that the government desires to maintain a high quality standard for services for which it has contracted.

1.3. This QASP has been developed by the requiring USACE, Baltimore District. It is designed to provide direction to personnel performing contract administration and quality assurance.

Personnel monitoring the contract terms, conditions, and specifications will periodically review the QASP throughout the life of the contract.

2.0. ROLES AND RESPONSIBILITIES:

2.1. Contracting Officer Representative (COR). The COR is responsible for quality assurance guidance and to ensure that contract quality requirements, specifications, standards, and thresholds are defined, practical, enforceable, necessary, and verifiable.

2.2. The COR evaluates and documents contractor performance in accordance with the QASP and contract specifications. The COR may utilize USACE Review Appraisers to perform the hands on day to day quality surveillance of the contractor.

2.3. The COR informs the contractor of the names, duties, and limitations of authority for all quality assurance personnel assigned to the contract.

2.4. The COR notifies the Contracting Officer of any significant performance deficiencies.

2.5. The COR maintains surveillance documentation and recommends improvements to the QASP throughout the life of the contract.

2.6. Contracting Officer (KO). The Contracting Officer is responsible to safeguard the interests of the United States in contractual relationships. Only the contracting officer is authorized to bind the government and then, only to the extent of the authority delegated to them through the issuance of a warrant.

2.7. The KO delegates authority for inspection and/or acceptance in accordance with terms of the contract.

3.0. DESCRIPTION OF SERVICES:

3.1. Scope of Work. The contractor shall provide all personnel, equipment, tools, materials, vehicles, supervision, and other items necessary to provide appraisal services in response to specific BPA call awards.

4.0. QUALITY REQUIREMENTS:

4.1. Quality Control Program. The contractor, not the government, is responsible for management and quality control actions to meet the terms of the contract.

4.2. The quality control program is the driver for quality. The contractor is required to develop a comprehensive program of appraisal preparation and internal review to ensure compliance with performance standards.

4.3. Careful application of the process and standards presented in the remainder of this document will ensure a consistent quality assurance program.

5. SURVEILLANCE:

5.1. Surveillance Schedule. The Government Representative (COR) will work with assigned

USACE Review Appraisers to develop a surveillance schedule. Changes to the surveillance schedule will be discussed in advance with COR. Surveillance documentation will be kept in the official electronic contract file and/or the official hardcopy contract file.

a) Surveillance Methods. This QASP will incorporate 100% appraisal reviews of summited appraisal reports as the approach to ensure the contractor complies with the contract requirements. Appraisal revision or re-performance is the preferred method of correcting any unacceptable performance.

b) 100% Appraisal Review: 100% appraisal review by a USACE Review Appraiser will be utilized for all projects under this contract. This type of surveillance overrides periodic surveillance.

Under the 100% surveillance method all contract performance requirements are inspected for quality assurance at every occurrence within the contract schedule. USACE Review Appraisers will review each appraisal reports for each BPA Call by using the attached QASP FORM. Items # 1 through 48 of the QASP FORM will specifically evaluate measures of success. The USACE review will verify that the appropriate appraisal methodology has been used, that the data used to estimate value is relevant and similar in highest and best use to the subject property, that the value conclusion is reasonable and supported by accurate analysis and that the Scope of Work has been followed. In the event something is not clear in the appraisal report or needs further amplification, requests for supplemental qualification, if required, will be provided in writing and are to be followed up by the appraiser in a timely manner usually no more than five business days from date of request. Primary objective of the review process is to check for compliance with the Scope of Work, USPAP, UASFLA, and to evaluate the reasonableness and credibility of the estimated market value.

c) Surveillance Team. The surveillance team consists of the following key players: Contracting

Officer Representative, Contracting Officer, Contract Administrator, and Review Appraisers.

d) Unacceptable Performance. If the number of complaints/defects exceeds the performance threshold for any requirement, the COR will determine the possible cause of this unacceptable performance. Government-caused complaints/defects shall not be counted against the contractor.

The same applies to any other requirement of the contract when Government-caused complaints/defects are the cause of unacceptable contractor performance. If the contractor’s performance is judged unacceptable by the COR for any requirement, the COR will inform the contractor’s representative, and request acknowledgement of the unacceptable performance.

Unacceptable performance will normally result in the contractor being required to revise or re-perform the unacceptable work. If the work is not able to be revised or re-performed according to specification, the COR will consult with the Contracting Officer to determine the appropriate resolution. If the contractor disputes the results of surveillance, the COR must refer the contractor to the contracting officer for resolution.

6. DOCUMENTATION REQUIREMENTS:

6.1 The COR is responsible for maintaining a Surveillance Folder at a designated location either hardcopy or electronic, which may also be a part of the Project Office’s official contract file.

The following information should be contained in the Surveillance Folder:

a. QASP

b. Contract Documents, to include the contract, specifications, modifications, and delivery orders.

W912DR-17-T-0104

c. Appraisal report copy.

d. Surveillance Checklists/Inspection Form (QASP Form - Appraisal Review Report).

e. Quality Assurance Surveillance Schedules, if applicable.

f. Corrective Action Notes/Log

g. Invoice and payment documents

h. Meeting Minutes/Memo’s/Miscellaneous Correspondence

7. PERFORMANCE REQUIREMENTS SUMMARY: This summary identifies critical success factors for the contract. It identifies both the performance objectives for those factors and the performance threshold required for each performance objective. The Government reserves the right to inspect all services called for in the contract to determine whether or not the performance objectives and goals were met. The Performance Requirements Summary is an integral part of the QASP.

Performance Objective

Performance Standard Performance

Threshold

Method of Surveillance

The contractor shall provide appraisal(s) in accordance with the SOW associated with subsequent BPA call(s).

The appraisal process and appraisal report shall comply with USPAP and, if required in SOW, UASFLA, as well as any other items listed in SOW.

The analysis shall be appropriate, credible, and presented in a report(s) that is not misleading.

Appraisal review by USACE Review Appraiser.

7.1 Performance Evaluation and Revision. Performance of a service will be evaluated to determine whether or not it meets the performance threshold. Revision of the appraisal report is the preferred method of correcting any unacceptable performance. The contractor shall provide the Government written or verbal response why the performance threshold was not met, how performance will be revised.

Attachment A. Quality Assurance Surveillance Plan Form

PRIMARY CONTRACTING OFFICER

PRIMARY CONTRACTING OFFICER

The Primary Contracting Officer for this action is Colette B. Day, however, any Contracting Officer holding the appropriate warrant authority in the Baltimore District can serve as the Contracting Officer for this contract. Also, please note that any time the primary KO changes, it will be incorporated into the contract via unilateral modification to the contract.

Section SF 1449 - CONTINUATION SHEET

CLAUSES INCORPORATED BY REFERENCE

52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011 52.204-16 Commercial and Government Entity Code Reporting JUL 2016 52.204-18 Commercial and Government Entity Code Maintenance JUL 2016 52.208-9 Contractor Use of Mandatory Sources of Supply or Services MAY 2014 52.209-6 Protecting the Government's Interest When Subcontracting

With Contractors Debarred, Suspended, or Proposed for Debarment

OCT 2015

52.209-10 Prohibition on Contracting With Inverted Domestic Corporations

NOV 2015

52.212-1 Instructions to Offerors--Commercial Items JAN 2017 52.212-4 Contract Terms and Conditions--Commercial Items JAN 2017 52.219-14 Limitations On Subcontracting JAN 2017 52.222-41 Service Contract Labor Standards MAY 2014 52.222-55 Minimum Wages Under Executive Order 13658 DEC 2015 52.222-62 Paid Sick Leave Under Executive Order 13706 JAN 2017 52.223-5 Pollution Prevention and Right-to-Know Information MAY 2011 52.225-25 Prohibition on Contracting with Entities Engaging in Certain

Activities or Transactions Relating to Iran-- Representation and Certifications.

OCT 2015

52.229-3 Federal, State And Local Taxes FEB 2013 52.232-1 Payments APR 1984 52.232-18 Availability Of Funds APR 1984 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors

DEC 2013

52.233-3 Protest After Award AUG 1996 52.233-4 Applicable Law for Breach of Contract Claim OCT 2004 52.237-3 Continuity Of Services JAN 1991 52.242-5 Payments to Small Business Subcontractors JAN 2017 52.243-1 Changes--Fixed Price AUG 1987 52.244-6 Subcontracts for Commercial Items JAN 2017 252.201-7000 Contracting Officer's Representative DEC 1991 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7002 Requirement to Inform Employees of Whistleblower Rights SEP 2013 252.204-7004 Alt A System for Award Management Alternate A FEB 2014 252.225-7001 Buy American And Balance Of Payments Program-- Basic

(Dec 2016)

DEC 2016

252.232-7003 Electronic Submission of Payment Requests and Receiving Reports

JUN 2012

252.232-7010 Levies on Contract Payments DEC 2006 252.243-7001 Pricing Of Contract Modifications DEC 1991

CLAUSES INCORPORATED BY FULL TEXT

52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (JAN 2017)

(a)(1) The North American Industry Classification System (NAICS) code for this acquisition is 531320.

(2) The small business size standard is $7,500,000.

(3) The small business size standard for a concern which submits an offer in its own name, other than on a construction or service contract, but which proposes to furnish a product which it did not itself manufacture, is 500 employees.

(b)(1) If the provision at 52.204-7, System for Award Management, is included in this solicitation, paragraph (d) of this provision applies.

(2) If the provision at 52.204-7 is not included in this solicitation, and the offeror is currently registered in System for Award Management (SAM), and has completed the Representations and Certifications section of SAM electronically, the offeror may choose to use paragraph (d) of this provision instead of completing the corresponding individual representations and certifications in the solicitation. The offeror shall indicate which option applies by checking one of the following boxes:

( ) Paragraph (d) applies.

( ) Paragraph (d) does not apply and the offeror has completed the individual representations and certifications in the solicitation.

(c) (1) The following representations or certifications in SAM are applicable to this solicitation as indicated:

(i) 52.203-2, Certificate of Independent Price Determination. This provision applies to solicitations when a firm-fixed-price contract or fixed-price contract with economic price adjustment is contemplated, unless—

(A) The acquisition is to be made under the simplified acquisition procedures in Part 13;

(B) The solicitation is a request for technical proposals under two-step sealed bidding procedures; or

(C) The solicitation is for utility services for which rates are set by law or regulation.

(ii) 52.203-11, Certification and Disclosure Regarding Payments to Influence Certain Federal Transactions. This provision applies to solicitations expected to exceed $150,000.

(iii) 52.203-18, Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements or Statements--Representation. This provision applies to all solicitations.

(iv) 52.204-3, Taxpayer Identification. This provision applies to solicitations that do not include the provision at 52.204-7, System for Award Management.

(v) 52.204-5, Women-Owned Business (Other Than Small Business). This provision applies to solicitations that—

(A) Are not set aside for small business concerns;

(B) Exceed the simplified acquisition threshold; and

(C) Are for contracts that will be performed in the United States or its outlying areas.

(vi) 52.209-2; Prohibition on Contracting with Inverted Domestic Corporations--Representation.

(vii) 52.209-5; Certification Regarding Responsibility Matters. This provision applies to solicitations where the contract value is expected to exceed the simplified acquisition threshold.

(viii) 52.209-11, Representation by Corporations Regarding elinquent Tax Liability or a Felony Conviction under any Federal Law. This provision applies to all solicitations.

(ix) 52.214-14, Place of Performance--Sealed Bidding. This provision applies to invitations for bids except those in which the place of performance is specified by the Government.

(x) 52.215-6, Place of Performance. This provision applies to solicitations unless the place of performance is specified by the Government.

(xi) 52.219-1, Small Business Program Representations (Basic & Alternate I). This provision applies to solicitations when the contract will be performed in the United States or its outlying areas.

(A) The basic provision applies when the solicitations are issued by other than DoD, NASA, and the Coast Guard.

(B) The provision with its Alternate I applies to solicitations issued by DoD, NASA, or the Coast Guard.

(xii) 52.219-2, Equal Low Bids. This provision applies to solicitations when contracting by sealed bidding and the contract will be performed in the United States or its outlying areas.

(xiii) 52.222-22, Previous Contracts and Compliance Reports. This provision applies to solicitations that include the clause at 52.222-26, Equal Opportunity.

(xiv) 52.222-25, Affirmative Action Compliance. This provision applies to solicitations, other than those for construction, when the solicitation includes the clause at 52.222-26, Equal Opportunity.

(xv) 52.222-38, Compliance with Veterans' Employment Reporting Requirements. This provision applies to solicitations when it is anticipated the contract award will exceed the simplified acquisition threshold and the contract is not for acquisition of commercial items.

(xvi) 52.222-57, Representation Regarding Compliance with Labor Laws (Executive Order 13673). This provision applies to solicitations expected to exceed $50 million which are issued from October 25, 2016 through April 24, 2017, and solicitations expected to exceed $500,000, which are issued after April 24, 2017.

Note to paragraph (c)(1)(xvi): By a court order issued on October 24, 2016, 52.222-57 is enjoined indefinitely as of the date of the order. The enjoined paragraph will become effective immediately if the court terminates the injunction. At that time, DoD, GSA, and NASA will publish a document in the Federal Register advising the public of the termination of the injunction.

(xvii) 52.223-1, Biobased Product Certification. This provision applies to solicitations that require the delivery or specify the use of USDA-designated items; or include the clause at 52.223-2, Affirmative Procurement of Biobased Products Under Service and Construction Contracts.

(xviii) 52.223-4, Recovered Material Certification. This provision applies to solicitations that are for, or specify the use of, EPA- designated items.

(xix) 52.223-22, Public Disclosure of Greenhouse Gas Emissions and Reduction Goals--Representation. This provision applies to solicitations that include the clause at 52.204-7.)

(xx) 52.225-2, Buy American Certificate. This provision applies to solicitations containing the clause at 52.225-1.

(xxi) 52.225-4, Buy American--Free Trade Agreements--Israeli Trade Act Certificate. (Basic, Alternates I, II, and III.) This provision applies to solicitations containing the clause at 52.225- 3.

(A) If the acquisition value is less than $25,000, the basic provision applies.

(B) If the acquisition value is $25,000 or more but is less than $50,000, the provision with its Alternate I applies.

(C) If the acquisition value is $50,000 or more but is less than $77,533, the provision with its Alternate II applies.

(D) If the acquisition value is $77,533 or more but is less than $100,000, the provision with its Alternate III applies.

(xxii) 52.225-6, Trade Agreements Certificate. This provision applies to solicitations containing the clause at 52.225-5.

(xxiii) 52.225-20, Prohibition on Conducting Restricted Business Operations in Sudan--Certification. This provision applies to all solicitations.

(xxiv) 52.225-25, Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran—Representation and Certification. This provision applies to all solicitations.

(xxv) 52.226-2, Historically Black College or University and Minority Institution Representation. This provision applies to solicitations for research, studies, supplies, or services of the type normally acquired from higher educational institutions.

(2) The following representations or certifications are applicable as indicated by the Contracting Officer:

[Contracting Officer check as appropriate.]

(i) 52.204-17, Ownership or Control of Offeror.

(ii) 52.204-20, Predecessor of Offeror.

(iii) 52.222-18, Certification Regarding Knowledge of Child Labor for Listed End Products.

(iv) 52.222-48, Exemption from Application of the Service Contract Labor Standards to Contracts for Maintenance, Calibration, or Repair of Certain Equipment--Certification.

(v) 52.222-52 Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services--Certification.

(vi) 52.223-9, with its Alternate I, Estimate of Percentage of Recovered Material Content for EPA- Designated Products (Alternate I only).

(vii) 52.227-6, Royalty Information.

(A) Basic.

(B) Alternate I.

(viii) 52.227-15, Representation of Limited Rights Data and Restricted Computer Software.

(d) The offeror has completed the annual representations and certifications electronically via the SAM website accessed through https://www.acquisition.gov. After reviewing the SAM database information, the offeror verifies by submission of the offer that the representations and certifications currently posted electronically that apply to this solicitation as indicated in paragraph (c) of this provision have been entered or updated within the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard applicable to the NAICS code referenced for this solicitation), as of the date of this offer and are incorporated in this offer by reference (see FAR 4.1201); except for the changes identified below [offeror to insert changes, identifying change by clause number, title, date]. These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

FAR Clause Title Date Change

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted on SAM.

(End of provision)

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

(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. The following factors shall be used to evaluate offers:

Evaluation…