I.B.08.02_Solicitation_-_W912DR19Q0068.pdf

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Iron Springs Road Title Evidence and Closing Services
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Title Evidence and Closing Services Solicitation - W912DR19Q0068

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SEE ADDENDUM

(No Collect Calls)

W912DR19Q0068 19-Jun-2019

b. TELEPHONE NUMBER

410-962-4978

8. OFFER DUE DATE/LOCAL TIME

12:00 PM 02 Jul 2019

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

MATEAUS FLOURNOY

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

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

U.S. ARMY CORPS OF ENGINEERS, BALTIMORE

2 HOPKINS PLAZA

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: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$11,000,000

NAICS:

541191

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 OF66

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.

W912DR19Q0068

Section SF 30 - BLOCK 14 CONTINUATION PAGE

INSTRUCTIONS TO OFFERORS

INSTRUCTION TO OFFERORS

1. Quotes can be submitted via e-mail at mateaus.flournoy@usace.army.mil

2. Questions concerning this solicitation must be submitted in writing by email only to mateaus.flournoy@usace.army.mil no later than 26 June 2019 at 12:00 PM EST. This will allow responses to be posted on FBO prior to solicitation closing.

3. System for Award Management Registration – By submission of a quote, the Offeror acknowledges the requirement that prospective awardee must be registered in the System for Award Management (SAM) database prior to award, during performance, and through final payment of any contract resulting from this proposal.

Lack of registration in the SAM database will make an Offeror ineligible for award. Offerors and contractors may obtain information on registration and annual confirmation requirements by calling 1-888-227-2423, or at:

http://www.sam.gov.

4. Submission Criteria – The offer will be evaluated to ensure all items are provided:

a. Cover Letter on Offeror’s letterhead. Letter shall summarize the pricing total and include Offeror specific details such as CAGE Code, Tax ID#, and DUNS #. Letter shall be signed by the representative managing the account.

b. Capability Statement. The proposed capabilities should include adequate documentation to illustrate the

Offeror’s capabilities to successfully complete the work identified within the solicitation.

c. Two (2) Past Performance references for similar projects. Projects must have been completed within the previous five (5) years, and/or

d. Two (2) Past Performance Questionnaires below or references.

e. Price Schedule – Government template provided.

5. Evaluation Criteria rating – The Government will award a firm-fixed price (FFP) contract to the responsible

Offeror who offer conforms to the requirements as stated in this request for quotation (RFQ).

The award will be made using the Lowest Priced Technically Acceptable (LPTA) method based on three (3) evaluation factors – technical, past performance, and price. The Government intends to evaluate quotes and make award without questions to Offerors. Therefore, the Offeror's initial quote should contain the Offeror's best terms from a technical and cost standpoint. Unclear quotes may not result in questions for clarifications. Offers with an omission or unclear quote may be judged to mean the contractor does not fully understand the requirements or understand what it takes to meet the requirements, regardless of the proposed cost/price, and will be rated unacceptable. In that case, the Offeror may be found unacceptable, and ineligible for award.

The Government reserves the right to ask questions of Offerors if the Contracting Officer determines them to be necessary.

a. Technical – To be technically acceptable, the Offer must provide information as specified in the attached Scope of Work. Each submittal will be evaluated to ensure requirements are met. The responsiveness and quality of information delivered by the Technical Service Department contacts provided shall also be considered in evaluating technical acceptability.

Table A-1. Technical Acceptability

Rating Description

Acceptable Proposal clearly meets the minimum requirements of the

RFQ (Request for Quotation)

Unacceptable Proposal does not clearly meet the minimum requirements of the RFQ

b. Past Performance – 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 (Form PPQ-0 attached below) and return directly to Maddy Flournoy, Contract Specialist, e-mail at mateaus.flournoy@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 title services. References must be recent within the past 5 years.

Past Performance will be evaluated utilizing the information provided by the Contractor, the

Past Performance Questionnaires and two (2) references and by checking other sources such as the Contractor Performance Assessment Reporting System (CPARS).

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 acceptable, unacceptable, or neutral.

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

c. Price – Price will be evaluated in accordance with FAR 15.402. The Government may require additional pricing information to assist in determining the extent to which the price is fair and reasonableness and the pricing information shall be provide if requested. The Government will evaluate quotes for award purposes by adding the total of all CLIN prices to ensure that pricing is not unbalanced.

Interested Offerors shall submit a complete price schedule with all line items must be priced. Quotes providing partial pricing shall be considered non-responsive.

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:

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

E VG S M U N

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

E VG S M U N

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)

E VG S M U N

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

E VG S M U N

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)

E VG S M U N

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

E VG S M U N

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?

E VG S M U N

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

E VG S M U N

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

E VG S M U N

5. COST/FINANCIAL MANAGEMENT

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

E VG S M U N

b) Contractor proposed innovative alternative methods/processes that reduced cost, improved maintainability or other factors that benefited the client

E VG S M U N

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

E VG S M U N

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.

Yes No

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

Yes No

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.)

E VG S M U N

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

E VG S M U N

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).

E VG S M U N

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.

E VG S M U N

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):

PRICE SCHEDULE

Price Schedule

Title Services Needed for Acquisition of Property in Pennsylvania

ITEM NO

SUPPLIES/SERVICES

QUANITY

UNIT

AMOUNT

0001 Base Year

Preliminary Title Commitment 1 Job $

0002 Closing/Final Title Services (within 60 days after receipt of closing package) –

Optional Item

1 Job $

0003 Policy/Premium based on estimated acquisition cost of between (1) $50,000-

$500,000 – Optional Item

1 Job $

0004 Obtain Parcel Release of Mortgage

(If needed) (Same time as 0002) –

Optional Item

1 Job $

0005 Federal Search (Required under DOJ

Regulations)

1 Job $

0006 CMR Reporting 1 Annually $

1001 Option Year 1

Title Update – Optional Item 2 Job $

1002 Closing/Final Title Services (within 60 days after receipt of closing package) –

Optional Item

1 Job $

1003 Policy/Premium based on estimated acquisition cost of between (1) $50,000-

$500,000 – Optional Item

1 Job $

1004 Obtain Parcel Release of Mortgage

(If needed) (Same time as 1002) –

Optional Item

1 Job $

1005 Federal Search (Required under DOJ

Regulations) – Optional Item

2 Job $

1006 CMR Reporting – Optional Item 1 Annually $

2001 Option Year 2

Title Update – Optional Item 2 Job $

2002 Closing/Final Title Services (within 60 days after receipt of closing package) –

Optional Item

1 Job $

2003 Policy/Premium based on estimated acquisition cost of between (1) $50,000-

$500,000 – Optional Item

1 Job $

2004 Obtain Parcel Release of Mortgage

(If needed) (Same time as 1002) –

Optional Item

1 Job $

2005 Federal Search (Required under DOJ

Regulations) – Optional Item

2 Job $

2006 CMR Reporting – Optional Item 1 Annually $

TOTAL AMT

NOTE: All line items must be quoted or your bid submission will be considered nonresponsive and unacceptable.

SCOPE OF WORK (SOW)

DESCRIPTION/SPECIFICATIONS

FOR DELIVERY OF TITLE

EVIDENCE AND CLOSING

SERVICES

PART I -

GENERAL

1. WORK TO BE DONE. The work to be done under these specifications consists of furnishing and delivering Owner's Guarantee (Insurance) Policies or Certificates of Title and Continuations thereof in the form of preliminary, interim or final policies, certificates of title, interim binders, or endorsements, as appropriate, and Closing Services as set forth on the Schedule/Scope of Work (SOW) to which these specifications are attached. Except where certificates are clearly referred to separately, all references hereinafter to "Policies" and "Continuations" shall apply to the forms of title evidence specified by said SOW. The preference for insuring documents is Policies and Preliminary Policies/Commitments (or Certificates only where this is the prevailing local practice). The Government will not accept delivery of certificates except where the Contractor's title insurance company does not issue policies for any lands located in the state wherein the property to be insured lies.

2. NOTIFICATION OF WORK TO BE DONE. An order, issued by a duly authorized

Government officer, will list those items from the bid schedule that are to be performed and delivered, and they will be reflected on the SOW.

3. QUANTITY OF WORK. The quantities listed in the SOW are approximate and are provided as information only to assist in preparation of the order. The specific quantities are not guaranteed and the actual quantities may be more or less than shown.

Award of a contract does not guarantee that the Government will require all of the items listed under the contract from the Contractor. For example, the Schedule/SOW may include a preliminary, closing, and final policy for a particular tract, but the Government may elect not to acquire that tract, so the closing and final policy would not be needed. In such an instance, the Contractor would not be entitled to compensation for the line items in the Schedule/SOW for the closing or final policy. The Government reserves the right to perform any portion of the items listed in the Schedule/SOW.

4. OWNERSHIP.

(a) One Preliminary Policy will be furnished for each contiguous area of land in identical ownership. Land will be deemed contiguous even though portions thereof are separated by roads, railroad rights-of-way, streams, etc. If there has been a severance of the surface and the subsurface of the land, determination of what constitutes a tract will be based on ownership of the surface. Unless otherwise specified in the delivery order, the Preliminary Policy shall cover the entire ownership of the tract and if certain estates or subsurface interests are vested in others than the owner or owners of the surface, the Preliminary Policy shall cover all such outstanding estates or interests. The Preliminary Policy shall furnish pertinent information such as parties, dates and recordation data regarding mineral severance deeds and the deeds under which the present owner or owners of the minerals acquired title thereto.

(b) The Contractor shall advise if there has been a severance of the surface and subsurface of the land. If so, the Contractor shall discuss with the Government. In situations where a severance exists, it shall be the Governments option whether to perform multiple acquisitions pertaining to the same tract of land. In such cases where the Government elects to obtain title evidence for subsurface interests, such requirements will be separately priced on a schedule/SOW, and ordered by a duly authorized government representative. In the event the Contractor has furnished a Final Policy covering acquisition of the surface owner's interest in the land, the Contracting Officer reserves the right to order Intermediate Policies and Final Policies covering the acquisition of the outstanding minerals underlying the same tract. The Contractor shall be paid for such Intermediate and Final Policies at the appropriate unit prices set forth in the schedule.

5. REMUNERATION.

(a) Payment shall be made for Preliminary Policies, Intermediate Policies, closing services, and Final Policies ordered and delivered on the item basis and at the unit price provided in the contract.

(b) Invoices shall be sent to: Real Estate Division, Attn: Technical Services Branch, U.S. Army Corps of Engineers, Baltimore District, Rm. 05-B-28, 2 Hopkins Plaza, Baltimore, MD 21201, unless otherwise directed by the Contracting Officer.

(c) The invoices must specify which tract numbers the charges correlate to, and when for Preliminary, Intermediate and/or Final Policies and will itemize, as a separate item, the cost of title insurance, which charge shall not include any amount for search fees or the like, but be limited solely to the title insurance premium. Payment for title insurance shall be made along with payment for the Final Title Policy showing title to be vested in the United States of America or the local sponsor, as applicable. The Contractor shall assume and pay all charges of the company issuing the policies to be furnished under this contract. If court judgments result in the need for endorsements to the Title Policy to increase the limits of liability, payment in such cases will be limited to the fee for the endorsement and the units of title insurance in excess of the units covered by the previously issued Title Policy or endorsement.

(d) The Contractor shall review any and all additional curative actions submitted by the Government, discuss any proposed curative actions with Corps legal staff, and will delete, remove and/or amend exceptions in compliance with law. The Contractor will have open communications with the Corps legal staff, including communications by phone, facsimile and electronic mail, with a view toward curing title deficiencies. Any time or costs associated with such discussions will not be billed separately, but instead is factored in the contract price for the title evidence items specified herein.

6. DELIVERABLES. Title evidence, policies, recorded instruments, closing documents, and any other documents provided under the contract (listed below) shall be provided in hard copy, with an advance copy delivered electronically. The electronic copy shall be transmitted to Sharon.L.Milauskas@usace.army.mil. Hard copy shall be sent to:

Real Estate Division, Attn: Technical Services Branch, U.S. Army Corps of Engineers, Baltimore District, Rm. 05-B-28, 2 Hopkins Plaza, Baltimore, MD 21201, unless otherwise directed by the Contracting Officer’s Representative. All CLINS marked as ‘Optional Item’ will only be exercised by a modification to the contract by the Government.

The below property require Certificates of Title, update, closing (if required), recordation of Order of Judgment and final Policy:

Richard and Sylvia Bloom 415 Iron Springs Road Fairfield, PA 17230

The County land to be acquired is more particularly identified in the attached Exhibit A.

Base Year CLIN 0001 Preliminary Title/Commitment CLIN 0002 Closing/Final Title Services - Optional Item

ENG 1566 Payment Closing Sheet including SSN/TINS information SF 267 Claim for Reimbursement of Expenses Incidental to Conveyance of Real Property.

Computation Sheet for Reimbursement of Real Estate Property Taxes (for use with SF 267)

Executed Original Deed.

mailto:Sharon.L.Milauskas@usace.army.mil

Provide a copy of the 1099-S.

Deed of Trust (if issued)

Original Final Title Policy

Original Affidavit of Title Power of Attorney/Death Certificates (if needed for settlement) Articles of Incorporation/Operating Agreement (if needed for settlement)

CLIN 0003 Policy/Premium based on estimated acquisition costs - Optional Item CLIN 0004 Obtain Parcel Release of Mortgage (if needed) (Same time as 0002) – Optional

Item CLIN 0005 Federal Search as required under the DOJ Regulations. Review the

“Regulations of the Attorney General Governing the Review and Approval of Title for

Federal Land Acquisitions (2016)”, Section 3.4.

CLIN 0006 CMR Reporting

Option Year 1 CLIN 1001 Title Update - Optional Item CLIN 1002 Closing/Final Title Services (within 60 days after receipt of closing package) – Optional Item CLIN 1003 Policy/Premium based on estimated acquisition cost of between (1)

$50,000-$500,000 - Optional Item CLIN 1004 Obtain Parcel Release of Mortgage (If needed) (Same time as 1002) –

Optional Item CLIN 1005 Federal Search (same as CLIN 0005) - Optional Item CLIN 1006 CMR Reporting - Optional Item

Option Year 2 CLIN 2001 Title Update - Optional Item CLIN 2002 Closing/Final Title Services (within 60 days after receipt of closing package) – Optional Item CLIN 2003 Policy/Premium based on estimated acquisition cost of between (1)

$50,000-$500,000 - Optional Item CLIN 2004 Obtain Parcel Release of Mortgage (If needed) (Same time as 2002) –

Optional Item CLIN 2005 Federal Search (same as CLIN 0005) - Optional Item CLIN 2006 CMR Reporting - Optional Item

6a. PERIOD OF PERFORMANCE. This contract is for one (1) base year with two (2) option years. The Government reserves the right to limit the number of option years.

PART II -

EXECUTION

7. The Contractor represents and it is a condition of any obligation of the Government hereunder, that the corporation which is to issue title policies hereunder, is authorized and qualified in the State where the land is located. If the Contractor is an attorney, the written proposal of charges must be accompanied by the written commitment of a corporation so qualified, to issue title policies and continuations ordered hereunder, and a statement by said corporation that the Contractor\attorney is its agent and can issue policies in its name.

8. The Contractor shall in all instances adhere to the Department of Justice, Regulations Governing the Review and Approval of Title for Federal Land Acquisitions 2016, or any successor thereto as may be in effect at the time of delivery. As discussed in section

3.3 of those title standards, the period of search is generally a minimum of 60 years for acquisitions of real property valued at $50,000 or more, a minimum of 40 years for acquisitions valued less than $50,000. A lesser term of search may be appropriate under certain limited circumstances for acquisitions of easements valued at less than $25,000. The DOJ title regulations can currently be found at:

http://www.justice.gov/enrd/selected-publications.

9. The Preliminary Policies to be furnished shall be based on a thorough search and examination of the public records affecting the title to the land, and shall contain the legal description of the property as furnished by the Government. The Contractor shall correct or revise the source or derivation of title of the present owner or owners, contained in such description, if necessary, or otherwise furnish an appropriate derivation of title as required by law or local practice. The policy shall contain the legal description of the property as furnished by the government, and shall be immediately followed by a reference to the source of title of the present owner. The Preliminary Policy shall be issued only on the most recent forms approved by the Attorney General of the United States and the American Land Title Association for acquisitions by the United States. (The following information, though correct at the time this specification was written, is provided for the Contractor's information only, and is not guaranteed: American Land Title Association (ALTA) U.S. Policy - 9/28/91 (Revised 12/3/12), a/k/a ALTA U.S.

Policy (Revised 12/3/12) form is the ONLY currently approved policy form.

Delivery of policies on forms other than those so approved will be considered a nonconforming delivery. Delivery of certificates shall be considered a nonconforming delivery in any state where the insurer issues policies to any http://www.justice.gov/enrd/selected-publications client, or if the certificate is not the most recent approved form for acquisitions by the United States. Some or all of the lands to be insured may be acquired in the name of an entity other than the United States of America. If so, the entity will be a sponsor of the project as contemplated by the Water Resources Development Act of 1986, as amended. If requested by the Government, the Preliminary Policy shall offer to insure the United States of America or the local sponsor. If title to the lands is taken in the name of the local sponsor, then the Final Title Policy or certificate shall be issued on the title company's policy or certificate then in use for non-federal acquisitions, not withstanding that the preliminary policy or certificate was issued on the federal form.

10. In the event of condemnation, the title company, as part of the Commitment price, will provide addresses of lien holders, etc., and to the best of its ability, help with the names and addresses of those mentioned as having possible ownership interests – with the exception of Judgment lists with the multiple common names. In addition, Title Policies for tracts acquired by condemnation proceedings shall include information regarding the United States' immediate predecessor in the title, in language similar to the following:

"Title to the estate or interest covered by this Title Policy at the date hereof is vested in the United States of America by virtue of a Declaration of Taking, as evidenced by Lis Pendens Notice or [or Judgment on Declaration of Taking], dated , recorded in Book , page of the records of , . Prior to the Declaration of Taking, title was vested in ."

11. The Title Policy will disclose the name or names of the record owner or owners of the property described therein. Where the Government has ordered title evidence for subsurface estates or interests in the property to be acquired, and those estates are owned by persons, corporations, or other legal entities, other than the owners of the surface estate, the present record owners of each such outstanding estate or interest and all pertinent data relating thereto shall be shown in the Title Policy unless otherwise specified in the order.

12. Title policies shall be executed and shall contain in Schedule B thereof the names and addresses, as disclosed by the public records, of all persons or entities having any liens on or rights or interests in the property described therein, in order that they may be joined as parties defendant in a condemnation proceeding if one is necessary.

13. The Title Policy/ Commitment shall contain sufficient information concerning defects, liens, encumbrances, and other matters excepted, to enable an attorney examining the policy to determine the nature and extent of such exceptions and their probable effect on the validity of the title to the land described. Examination is required of state and federal records in the district(s) where the land is located to identify judgment liens, decrees, and pending cases that could affect title. It shall also state or be accompanied by a report specifying the evidence or action, if any, which will be acceptable to the corporation issuing the policy, as a basis for the issuance of a Continuation deleting each such defect, lien, encumbrance, and other matter from the Title Policy. As part of the preliminary title submittal, Contractor shall furnish copies of plats referenced in any portion of the legal description, including the preamble, and shall furnish copies of all items noted as exceptions in Schedule “B” to include any recorded plats or maps referenced in the said noted items as well as other recorded references in these items. To this end, the Schedule “B” referenced data shall be tabbed or clearly marked to indicate the precise Schedule “B” exception item number. Also, Contractor shall furnish a copy of source(s) of title (deed, will, etc.) into the owner(s) of the land.

Receipt by the Government of the preliminary title/commitment shall be within thirty (30) calendar days from the order date, unless arrangements are made between the Contractor and the Government for earlier or later delivery.

14. Each policy/commitment shall contain a detailed statement of any taxes and special assessments of record which are a lien on the property described. Such statement will include, at a minimum, the current assessment information, including name of taxpayer, district (if applicable) assessment, and dollar amount.

The statement will also either clearly itemize all delinquent taxes or affirmatively state that there are no delinquent taxes.

15. If the policy contains any objection with respect to liens for taxes, assessments, or bonds of a special improvement district, such objections will be followed by references to the statutes pursuant to which such special improvement district was organized, its taxes and assessments levied and its bonds issued and any other facts necessary to enable an attorney examining the policy to determine the nature and extent of the lien, if any, created by such taxes, assessments, or bonds, on the land described therein.

16. In the acquisition of fee parcels, all taxes relating to the property, including but not limited to, school and similar local taxes against the land, and water and sewer charges shall be satisfied or escrowed as necessary before or at closing – to include all liens relating to the same – at no additional charge to the Government. Similarly, the Contractor shall discharge all mortgages, judgments, liens and similar monetary encumbrances, with Government funds, obtain releases from all mortgage companies, or appropriate persons or entities, have them recorded, and pay any recording fees. Partial releases in fee acquisitions are acceptable as long as the Government’s title is free of the mortgage or lien.

17. Mortgages, judgments, liens and similar monetary encumbrances in easement acquisitions shall be discussed with the Government closing coordinator to determine whether satisfaction of the same, partial releases/subordinations, etc.

will be required by the Government.

18. All releases, partial releases, subordinations, etc., whether prepared by the lender or the Contractor, and related recording fees shall be provided at no additional cost to the Government.

19. If the policy shows title in a record owner who is deceased, it shall also state therein, or be accompanied by a statement indicating whether a judicial proceeding, affidavits of heirship, or some other form of proof will be acceptable to the title company as the basis for the issuance of a Title Policy showing title in the United States upon execution and recordation of a deed to the United States from such persons shown by such proof to be all heirs of the deceased.

20. If the policy shows record title in a state, county municipality, or other subdivision of the state, or in a corporation, or a church or other religious, educational, or charitable institution or organization, or in a person or persons acting in a fiduciary or similar capacity, without authority to convey the property in the absence of specific authorization, the policy shall disclose the incapacity of or limitation on the authority to convey the property and shall specify what action, if any, is necessary before a valid conveyance of the property may be made to the United States and what proof thereof will be required by the title company before issuing a Title Policy showing valid title to the property in the United States.

21. Policies containing any exception or objection with respect to rights or possible rights under the provisions of the Soldiers and Sailors Civil Relief Act of 1940, as amended (50 App. USC §§ 501-591) must:

(a) Contain the name of each person having such rights, and the address of any such person, if known;

(b) Contain or be accompanied by a statement of the company issuing the policy showing the nature and extent of the interest in the land of each such person, and;

(c) If any such person has an actual interest in the land, contain or be accompanied by a transcript of the proceeding giving rise to such rights and disclose the action, if any, taken in the proceeding to comply with the requirements of said Acts.

22. In fee and in easement acquisitions, the Contractor shall satisfy, prior to or at closing, specially listed closing requirements in Schedule “B” (for example, proof that the grantor is single, that sale into the grantor by a corporation was in adherence with the law, etc.) All releases, partial releases, subordinations, etc., whether prepared by the lender or the Contractor, and related recording fees shall be provided at no additional cost to the Government.

23. If the corporation which is to issue Title Policies hereunder customarily insures marketability of title in the locality where the land is situated, the Policies to be issued hereunder shall not contain the paragraph headed "Refusal to Purchase" under "General Exceptions" of the aforesaid approved Title Policy, but shall insure the marketability of the title.

24. In instances where closing is part of the contracted scope of work, when the Government advises the Contractor that a parcel is ready for closing, the Contractor shall schedule closing with the seller. The closing services by the Contractor shall be discussed and arranged with the Government coordinator as necessary to meet the target closing dates for Project scheduling requisites. However, all closings shall be conducted within thirty (30) calendar days of receipt of final closing package from the Government coordinator unless arrangements are made between the Contractor and the Government for earlier or later closings. At the time of closing, the Contractor shall have seller execute the Government furnished deed, complete the attached Payment Closing Sheet (ENG Form 1566), complete the attached Claim for Reimbursement of Expenses Incidental to Conveyance of Real Property (SF

267) and provide a copy of the 1099-S Tax form, shall have the deed notarized, and disburse funds. The Contractor shall record the deed and pay any recording fees. As part of recordation of the deed, the Contractor shall submit to the recorder of deeds the Government ompleted transfer tax and value form in which the Government will declare an exemption, for the particular State or Commonwealth in which the land is situate. In some instances, it may be appropriate for the Contractor to assist in preparing State and county/city transfer tax and value forms.

25. The Policy/final title policy shall include the title bring to date as of the recording of the Deed from the Commitment date or date of an interim title update, if an interim update was ordered.

26. Final title policy(s) shall be delivered thirty (30) days from the closing date

(when funds are disbursed which presumably is also the conveyance instrument recording date or very close to it). Originally recorded deeds or deeds of easement shall accompany the delivery of the policy(s); or in the event the recorded conveyance instrument(s) is not yet available from the Recorder’s office, copies of the recorded and stamped instrument(s) or official documentation of recording data of liber and folio shall accompany the policy(s). In the latter event, the recorded instrument shall be forwarded to the Government when it is received by the Contractor.

27. CMRA Statement:

MANPOWER REPORTING: (a) Scope. The following sets forth contractual requirements for reporting of contractor labor work year equivalents (also called

Contractor Man-year Equivalents (CMEs) in support of the Army, pursuant to 10 U.S.C. 129a, 10 U.S.C.2461(g), Section 343 of P.L.106-65, and 32 CFR 668.

Reporting shall be accomplished electronically by direct contractor submission to the secure Army Web Site: https://cmra.army.mil. Information on the background, purposes, and significance of this reporting requirement, and the 32 CFR 668 Final Rules as published in the Federal Register, can be found at this Web Site.

In addition, a Help Desk function, detailed instructions on what and how to report, FAQs, and a site demonstration are available. The Army's objective is the collect as much significant CME data as possible to allow accurate reporting to Congress and for effective Army planning. The reporting data elements should not be viewed as an "all or nothing" requirement. Even partial reporting, e.g., direct labor hours, appropriation data of performance, Army customer, etc., will be helpful.

Exhibit A

Exhibit B

U.S. ARMY – CORPS OF ENGINEERS

PAYMENT AND CLOSING SHEET

And

RECEIPT FOR LAND PAYMENT CHECK

PROJECT

STATE TRACT

COUNTY, PARISH OR CITY ACREAGE

VENDORS’S NAME

VENDOR’S NEW ADDRESS

ITEM

ACTION

TAKEN

PAYMENTS

BY VENDOR

PAYMENTS FROM

LAND.PAYMENT

CHECK

CURATIVE MATERIAL OBTAINED

APPROVED BY TITLE CO. (C/T) OR S.A. (ABST.)

NOTARY FEES (Vendor’s expense)

RECORDING FEES (Vendor’s expense)

PHYSICAL INSPECTION OF PROPERTY

DISCLAIMERS-ENG FORM 1290

REPORT ON VACATION OF PROPERTY-ENG FORM 1567

REFUND FOR CROPS HARVESTED BY VENDOR

CERTIFICATE OF INSPECTION AND POSSESSION

DEED TO UNITED STATES OR NON-FEDERAL SPONSOR

NOTARY FEE

STATE TRANSFER FEE AND/OR STAMPS

RECORDING FEE

SEARCH OF RECORDS SINCE LAST CONTINUATION

MORTAGES, JUDGEMENTS, LOANS AND OTHER LIENS

1. PAYMENT TO

2. PAYMENT TO

RELEASE FEES

TAXES: DELINQUENT FROM TO

CURRENT - 20

PRO RATA PAYMENT BY VENDOR FOR TAXES WHICH ARE A LIEN BUT NOT PAYABLE

FEES FOR ISSUING CASHIER’S CHECK OR MONEY ORDER

TOTAL PAYMENTS

PURCHASE PRICE (Includes severance damage in the amount of $ )

TOTAL PAYMENTS TO OTHERS FROM PURCHASE PRICE

BALANCE DUE VENDOR

The above is a complete, true and correct account of funds received and disbursed by me and a report of the action taken conducting payment and closing of this transaction.

DATE TYPED NAME OF CLOSING AGENT SIGNATURE OF CLOSING AGENT

I/We have examined the above closing statement and find it correct and hereby approve the disbursements shown therein.

I/We hereby further acknowledge receipt this day of the land payment check listed next below, payable to the undersigned. I/We further acknowledge that the pro ration of taxes is considered final and will not be adjusted.

DATE OF CHECK CHECK NUMBER AMOUNT FOR WHICH

CHECK IS DRAWN

DATE PAYEE(S) RECEIVED

CHECK

TYPED NAME OF PAYEE

SSN/TIN

SIGNATURE OF PAYEE

Exhibit C

COMPUTATION SHEET FOR REIMBURSEMENT OF

REAL ESTATE PROPERTY TAXES

(for use with Standard Form 267)

Tract No(s):_________________ Estate Acquired:________________________________

Acquisition Price: $_______________________________

Tax Deposit Secured: $_____________________________

Prorate _________yr. taxes from ___________________________________

(Date of Closing)

Closing Attorney:_______________________________________________________

PAYMENTS - TITLE III - P.L. 91-646

Real Estate Division

____________________________ Project

TABLE OF DAYS BETWEEN TWO DATES

Day Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

1 1 32 60 91 121 152 182 213 244 274 305 335

2 2 33 61 92 122 153 183 214 245 275 306 336 3 3 34 62 93 123 154 184 215 246 276 307 337

4 4 35 63 94 124 155 185 216 247 277 308 338

5 5 36 64 95 125 156 186 217 248 278 309 339 6 6 37 65 96 126 157 187 218 249 279 310 340

7 7 38 66 97 127 158 188 219 250 280 311 341

8 8 39 67 98 128 159 189 220 251 281 312 342 9 9 40 68 99 129 160 190 221 252 282 313 343

10 10 41 69 100 130 161 191 222 253 283 314 344

11 11 42 70 101 131 162 192 223 254 284 315 345

12 12 43 71 102 132 163 193 224 255 285 316 346

13 13 44 72 103 133 164 194 225 256 286 317 347 14 14 45 73 104 134 165 195 226 257 287 318 348

15 15 46 74 105 135 166 196 227 258 288 319 349

16 16 47 75 106 136 167 197 228 259 289 320 350 17 17 48 76 107 137 168 198 229 260 290 321 351

18 18 49 77 108 138 169 199 230 261 291 322 352

19 19 50 78 109 139 170 200 231 262 292 323 353 20 20 51 79 110 140 171 201 232 263 293 324 354

21 21 52 80 111 141 172 202 233 264 294 325 355 22 22 53 81 112 142 173 203 234 265 295 326 356

23 23 54 82 113 143 174 204 235 266 296 327 357

24 24 55 83 114 144 175 205 236 267 297 328 358 25 25 56 84 115 145 176 206 237 268 298 329 359

26 26 57 85 116 146 177 207 238 269 299 330 360 27 27 58 86 117 147 178 208 239 270 300 331 361

28 28 59 87 118 148 179 209 240 271 301 332 362

29 29 -- 88 119 149 180 210 241 272 302 333 363 30 30 -- 89 120 150 181 211 242 273 303 334 364

31 31 -- 90 --- 151 --- 212 243 --- 304 --- 365

(For Leap Year, One Day Must Be Added After February 28th)

TAX YEAR: 20________ TAX ASSESSMENT: $____________________________

DISCOUNTED AMOUNT: $_____________________________

NUMBER OF DAYS TO BE REBATED: (365 - ___________ = ________________)

REBATE ______________/365 x $__________________ = $_________________________.___________________

TOTAL PRORATA AMOUNT: $____________________________________________

PREPARED BY: ___________________________________________ DATE:______________________________

Exhibit D

ER 405-1-12

22 January 2003

Claim for Reimbursement of U. S. Army Corps of

Engineers Expenses Incidental to Conveyance of Real Property

(49 CFR, 24.106)

See Privacy Act

Statement before completing this form

AGENCY NAME PROJECT NAME TRACT

NUMBER

NAME(S) OF CLAIMANT(S):

PRESENT MAILING ADDRESS(ES) OF CLAIMANT(S) (Include zip code)

Phone Numbers: Home: Work: Other:

Location of Real Property Acquired by Agency:

INCIDENTAL EXPENSES

ITEM AMOUNT FOR AGENCY USE

ONLY

Recording Fees $ $

Transfer Taxes $ $

Penalty Costs (For prepayment of preexisting mortgage recorded) $ $

Proration of Taxes Paid Which Are Allowable to a Period

Subsequent to Vesting of Title in the Agency or Effective

Date of Possession by this Agency Whichever is Earlier

Other (Explain) $ $

TOTAL $ $

Privacy Act Notice: In compliance with the Privacy Act of 1974, the following information is provided: Public Law 91-646, Stat. 1894 authorized the solicitation of the information on this form for the purposes of determining eligibility and entitlement of the claimant for…

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