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pdfOMB Control No.: 3090-0296
Expires: 07/31/2014
REAL PROPERTY STATUS REPORT SF-429
(COVER PAGE)
Page:
1. Federal Agency and Organizational Element to Which
Report is Submitted:
of :
Pages
2. Federal Grant(s) or Other Identifying Number(s) Assigned by
Federal Agency(ies):
3. Recipient Organization (name and complete address including zip code):
4a. DUNS Number:
4b. EIN:
5. Recipient Account or Identifying
Number:
6. Contact Person for this Report:
Name:
Phone:
Email:
Fax:
7. Report End Date:
(MM/DD/YYYY)
8. Real Property Status Report – Attachments: [check the applicable block(s)]:
___ : Attachment A (General Reporting) attached
___ : Attachment B (Request to Acquire, Improve or Furnish) attached
___ : Attachment C (Disposition Request) attached
9. Comments (attach additional sheets if necessary):
10. Certification: I certify to the best of my knowledge and belief that all information presented in this report is true, correct
and complete and constitutes a material representation of fact upon which the Federal government may rely.
11c. Telephone (area code, number, extension):
11a. Typed or Printed Name and Title of Authorized Certifying
Official:
11d. Email Address:
11e. Date Report Submitted (MM/DD/YYYY):
11b. Signature of Authorized Certifying Official:
12. Agency use only
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
Real Property Status Report
ATTACHMENT A (General Reporting) SF-429-A
Federal Grant or Other Identifying Number Assigned by Federal Agency (#2 on cover page)
Page:
of:
Pages
Complete the applicable blocks below for each parcel of real property being reported (duplicate this page to provide information for each parcel
of real property being reported under the Federal financial assistance award identified in section 2):
13. Period and type of Federal Interest (MM/DD/YYYY): From:
___ Acquisition
___ Renovation
___ Construction
14a. Description of Real Property:
To:
Government Furnished Property
14b. Address of Real Property (legal description and complete address including zoning information):
14c. Land Acreage or Square Units:
14d. Gross and Usable Square Footage/Meters (i.e., of building, house,
Enter Amount:________________
etc.):
Select units: __Acres
__Square Feet
Enter Amounts: Gross ___________ Usable ___________
__Square Kilometers __ Square Meters
Select Units: __Square Feet __Square Meters
14e. Real Property Ownership Type(s):
___ A. Owned
___ B. Co-Owned
___ C. Fee Simple
___ D. Corporate
___ E. Joint Tenancy
___ F. Partnership
___ G. Limited Liability Partnership
___ H. Co-Operative
___ I. Government Furnished Property
___ J. Other (Describe):___________________________________________________
14f. Real Property Cost:
$
Share Percentage %:
Federal Share:
$
[
%]
Non-Federal Share:
$
[
%]
Total (sum of Federal and Non-Federal Share):
$
[
%]
14g. Has a deed, lien, covenant, or other related documentation been recorded to establish Federal interest in this real property?
___ Yes ___ No ___ N/A
If yes (unless previously reported), describe the instrument used and enter the date and jurisdiction in which it was recorded:
14h. Has Federally required insurance coverage been secured for this real property? ___ Yes
___ No
See instructions for more details.
14i. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? ___ Yes
___ No
14j. Are there any environmental compliance requirements related to the real property? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
14k. In accordance with the National Historic Preservation Act (NHPA), does the property possess historic significance, and/or is it listed or eligible for
listing in the National Register of Historic Places? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
15. Has a significant change occurred with the real property, or is there an anticipated change expected during the next reporting period? ___
Yes
___ No
If yes, describe the change (attach additional sheets if necessary):
16. Real Property Disposition Status:
___ A. Sold
___ B. Transferred to different award
___ C. Used in other Federally sponsored project/program
___ D. Transferred title
___ E. Retained Title
___ F. N/A
i. If the Federal agency provided the recipient disposition instructions to sell or retain title to the real property, enter the amount of
the Federal government:
funds owed to
ii. If applicable, enter the amount of any net proceeds from the sale of the real property and describe how the proceeds were distributed:
iii. If the Federal agency directed the recipient to transfer title to the real property, enter the amount of funds the Federal Agency
owes:
17. Indicate the cumulative energy consumption for the previous 12 months:
A. Electric (kWh)______ or (Btu) _________ B. Petroleum (Gal)_______C. Natural Gas (cu ft) ________D. Other (Specify)_______
18. Remarks (attach additional sheets if necessary):
Attachment A (General Reporting) to Real Property Status Report SF-429
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
Real Property Status Report
ATTACHMENT B
(Request to Acquire, Improve or Furnish) SF-429-B
Federal Grant or Other Identifying Number Assigned by Federal Agency (#2 on cover page)
Page:
of:
Pages
Complete the applicable blocks below for each parcel of real property for which you are requesting to acquire, improve, or furnish (duplicate this
page to provide information for each parcel of real property under the Federal financial assistance award identified in section 2):
13a. Description of Real Property:
13b. Address of Real Property (legal description and complete address including zoning information):
14a. Describe the intended use of the real property and how it will benefit the program (attach additional sheets if necessary):
14b. Proposed Real Property Ownership Type(s):
___ A. Owned
___ B. Co-Owned
___ C. Fee Simple
___ D. Corporate
___ E. Joint Tenancy
___ F. Partnership
___ G. Limited Liability Partnership
___ H. Co-Operative
___ I. Government Furnished Property
___ J. Other (Describe):______________________________________________________
14c. Proposed Acquisition Date (MM/DD/YYYY):
14d. Land Acreage or Square Units:
Enter Amount:________________
Select units: __Acres
__Square Feet
__Square Kilometers __ Square Meters
14f. Appraised Value (Valuation):
14e. Gross and Usable Square Footage/Meters (i.e., of building, house,
etc.):
Enter Amounts: Gross ___________ Usable ___________
Select Units: __Square Feet __Square Meters
Share Percentage %:
$
Federal Share:
$
[
%]
Non-Federal Share:
$
[
%]
Total (sum of Federal and Non-Federal Share):
$
[
%]
14g. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? ___ Yes
___ No
14h. Are there any environmental compliance requirements related to the real property? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
14i. In accordance with the National Historic Preservation Act (NHPA), does the property possess historic significance, and/or is it listed or eligible for
listing in the National Register of Historic Places? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
14j. Does the proposed action employ green/sustainable practices (check all that apply)?
A. ___ Integrated Design Principles?
B. ___Enhances Indoor Environmental Quality?
C. ___Protects and Conserves Water (anticipated water reduction)? D. ___Reduces Environmental Impact of Materials?
E.
___Optimizes Energy Performance (anticipated energy reduction)?
14k. What was the cumulative energy consumption for the facility in the past 12 months?:
A. Electric (kWh) _______or (Btu) ________ B. Petroleum (Gal) ________C. Natural Gas (cu ft) _____
D. Other (Specify)________
14l. What is the anticipated cumulative energy use for the 12 months following completion of the proposed acquisition/construction/renovation project?
A. Electric (kWh) _______or (Btu) _________ B. Petroleum (Gal) ________C. Natural Gas (cu ft) _______ D. Other (Specify)________
15. Remarks (attach additional sheets if necessary):
Attachment B (Request to Acquire, Improve or Furnish) to Real Property Status Report SF-429
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
Real Property Status Report
ATTACHMENT C
(Disposition or Encumbrance Request) SF-429-C
Federal Grant or Other Identifying Number Assigned by Federal Agency (#2 on cover page)
Page:
of:
Pages
Complete the applicable blocks below for each parcel of real property for which you are seeking disposition or other instructions (duplicate this
page to provide information for each parcel of real property under the Federal financial assistance award identified in section 2). If a section does
not apply, enter “N/A”:
13a. Description of Real Property:
13b. Address of Real Property (legal description and complete address including zoning information):
13c. Land Acreage or Square Units:
Enter Amount:________________
Select units: __Acres
__Square Feet
__Square Kilometers __ Square Meters
13d. Gross and Usable Square Footage/Meters (i.e., of building, house,
etc.):
Enter Amounts: Gross ___________ Usable ___________
Select Units: __Square Feet __Square Meters
14a. Disposition Preference or Encumbrance Request [Check one]:
___A. Sell
___B. Transfer to different award
___C. Use in other Federally sponsored project/program
D. Transfer title
___E. Retain Title
___F. Encumber Property
14b. If this is a request to transfer Federal Interest to a different award, specify the proposed grant number and funding agency:
14c. If this is a request to use the real property in other Federal-sponsored projects/activities, describe the proposed use of the real property:
14d. If this is a request to transfer title, identify the proposed receiving entity:
14e. Appraised Value:
$
Share Percentage %:
Federal Share:
$
[
%]
Non-Federal Share:
$
[
%]
Total (sum of Federal and Non-Federal Share):
$
[
%]
14f. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? ___ Yes
___ No
14g. Are there any environmental compliance requirements related to the real property? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
14h. In accordance with the National Historic Preservation Act (NHPA), does the property possess historic significance, and/or is it listed or eligible for
listing in the National Register of Historic Places? ___ Yes
___ No
If yes, describe them (attach additional sheets if necessary):
14i. If this is a request to encumber the property, identify the party or parties to whom the property is proposed to be encumbered and attach related
information (See instructions for more details):
15. If this is a request for a release from the obligation to report on the real property, describe the reasons for the request (attach additional sheets if
necessary):
16. Remarks (attach additional sheets if necessary):
Attachment C (Disposition or Encumbrance Request) to Real Property Status Report SF-429
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
INSTRUCTIONS FOR THE SF-429 Real Property Status Report
Public reporting burden for this collection of information is estimated to average 240 minutes per response, including time for reviewing instructions,
searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send
comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the
Office of Management and Budget, Paperwork Reduction Project (0348-0043), Washington, DC 20503.
This is a standard report to be used by recipients of Federal financial assistance to report real property status
(Attachment A) or to request agency instructions on real property (Attachments B, C) that was/will be provided as
Government Furnished Property (GFP) or acquired (i.e., purchased or constructed) in whole or in part under a Federal
financial assistance award (i.e., grant, cooperative agreement, etc.). This includes real property that was
improved using Federal funds and real property that was donated to a Federal project in the form of a match or
cost share donation. This report is to be used for awards that establish a Federal Interest on real property.
The instructions below address each section of the Real Property Status Report. This report should be used
to report on or request instructions for single/individual and/or multiple parcels of real property (land, buildings, etc.).
The report elements are contained in Attachment A and the request elements are contained in Attachments B and C.
A. Instructions Related to Cover Page follows:
1. Federal Agency and Organizational Element to Which Report is Submitted. Enter the name of the Federal
agency and the agency organization element identified in the award document or as otherwise instructed by the
agency.
2. Federal Grant(s) or Other Identifying Number(s) Assigned by Federal Agency (ies). Enter the related
Federal grant, cooperative agreement or other Federal financial assistance award instrument number(s), or other
identifying number(s) assigned to the Federal financial assistance award. The term “Grant” is used to represent
all forms of Federal financial assistance including but not limited to grants, cooperative agreements, loan
guarantees, etc., unless otherwise excluded via Office of Management and Budget (OMB) guidance, Federal
statute or regulation. If subsequent funding from one or more additional award instruments is used to supplement
the initial real property investment, list all contributing award instruments.
3. Recipient Organization. Enter the name and complete address, including zip code, of the recipient
organization.
4a. Dun and Bradstreet Data Universal Numbering System (DUNS) Number. Enter the recipient
organization’s Data Universal Numbering System (DUNS) number or Central Contract Registry extended DUNS
number. The DUNS number is also referred to as the Universal Identifier.
4b. Employer Identification Number (EIN). Enter the recipient organization’s Employer Identification Number
(EIN) as assigned by the Internal Revenue Service.
5. Recipient Account Number or Identifying Number. Enter the account number or any other identifying number
assigned by the recipient to the award. This number is strictly for the recipient’s use only and is not required by
the Federal agency.
6. Contact Person for this Report. Enter the name, telephone number (including area code), e-mail address
and Facsimile number (including area code) of the person to contact on matters related to this report or request.
7. Report End Date. Enter the end date of the period for which the report is submitted using (MM/DD/YYYY)
format. This block only applies when completing Attachment A.
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
8. Real Property Status Report – Attachments. Check the applicable block(s) to indicate the type(s) of
attachment(s) being submitted (i.e., Attachment A = General Reporting, Attachment B = Request to Acquire, Improve
or Furnish, Attachment C = Disposition Request) and complete the related sections of the indicated attachment(s)
for each parcel of real property being reported. Note that each attachment may be submitted using a single RPSR
if a recipient has a need to both report information and request instructions from an agency related to real
property under the same award instrument.
9. Comments. Provide any special notes or comments regarding the real property being reported or the report
itself in this block. Comments should relate to issues not addressed in other sections of the report. Attach additional
sheets if necessary. If a negative report (no change in real property status) is being submitted for all parcels of real
property, enter the term “Negative” in this block. If there have been changes with some but not all parcels of real
property, identify the parcels with negative status in this block (as follows: “Negative status for the following
Properties:”) and provide the related attachment(s) for each parcel with changes to report.
10. Certification. By signing this report (block 11b.), the recipient is certifying that to the best of their knowledge
and belief, the information contained in this report is true, correct and accurate and constitutes a material
representation of fact upon which the Federal government may rely. Note that a false statement of fact in this
report may constitute a violation of Federal law and may be grounds for possible punishment as provided in
18 U.S.C. 1001.
11a. Typed or Printed Name and Title of Authorized Certifying Official. Enter the full name and title of the
authorized certifying official.
11b. Signature of Authorized Certifying Official. The authorized certifying official must sign here certifying
to the facts presented in the report. A copy of the governing body’s authorization for the certifying official
to sign official documents on behalf of their organization as an official representative must be on file in the
recipient’s office. (See item 10. above.)
11c. Telephone. Enter the telephone number (including area code and extension) of the individual listed in section
11a.
11d. Email address. Enter the email address of the individual listed in section 11a.
11e. Date report submitted. Enter the date the report is submitted to the Federal agency using the
following format (mm/dd/yyyy).
12. Agency use only. This section is reserved for Federal agency use only.
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
B. Instructions Related to Attachment A (General Reporting) follows:
Real Property Details. Provide the requested information in subsections 13 through 18 of Attachment A for each
parcel of real property being reported. Use a separate sheet to report information on each parcel of real property
under the Federal financial assistance award identified in section 2. If a section does not apply, enter “N/A.”
Below is a summary of the required information to be provided for each subsection of Attachment A:
13. Period and type of Federal Interest. Enter the period, established in the award document, during which Federal
interest in the real property begins (i.e., From) and ends (i.e., To) using (MM/DD/YYYY) format. [ex., From:
03/23/2005 To: 03/22/2025]. This period may exceed the grant award performance period in those instances
where Federal interest continues beyond the end of the current award. In some instances the end date for the
period of Federal interest may not be defined by a specific date. If that is the case, enter the beginning date
along with a statement to indicate the planned or uncertain end date (ex. “From: 03/23/2005 To: Expiration
of Federal Interest”). Check the appropriate box indicating the action the Interest is tied to. Federal Agencies
will define the applicable beginning date.
14a. Description of Real Property. Describe the type of real property being reported (i.e., land, building, etc.)
and provide a useful description of the real property (i.e., building number 17 at the National Research Center,
Chapel Hill, NC). If the real property is being renovated or altered, also describe the nature of the work (i.e., major
renovation of building 17, wing c).
14b. Address of Real Property. Enter the legal description and complete address for each parcel of real
property being reported including the street, city, state, county/parish, country, zip code, and physical location if an
address is not available (i.e., latitude, longitude, lot number, parcel number, etc.). Also, indicate zoning information
related to the real property (i.e., mixed use, residential, commercial, etc.). Where an address is not available, or
more precision is required, geographic coordinates may be used. Locational data should be recorded with a Global
Positioning System (GPS) device set to NAD 83, or WGS 84 datum using either of the following coordinate
reference systems:
• United States National Grid (USNG) using the full grid zone designation and a minimum of eight digits.
• Decimal degrees latitude and longitude, with at least 6 decimal places and a minus (-) to show west
longitude or south latitude.
14c. Land Acreage or Square Kilometers. Enter the size of the land or the size of the land on which the
real property is located in terms of measured acreage or square units (i.e., 1.5 acres, 0.8 sq. km., etc.).
Identify the unit of measure. Use only one option, either acres, square kilometers, square feet, or square meters.
14d. Gross and Usable Square Footage/Meters (i.e., of building, house, etc.). Enter the gross and usable
square footage/meters for each structure (i.e., of the building, house, etc.) being reported. Identify the unit of
measure. Select only one, either square feet or square meters.
14e. Real Property Ownership Type(s). Check the applicable box(es) to indicate the real property ownership type(s).
If more than one type is applicable, check all that apply. If the ownership types listed do not apply, check
“J. Other” and describe the ownership arrangement. Example of Other: Conservation Easement.
14f. Real Property Cost. Enter the total cost of the real property acquired (purchase price only) or improved,
including the following data. If multiple Federal agencies are contributing to the acquisition or improvement of the
real property, attach a separate sheet to identify each agency and their contribution using the format below:
1.
2.
3.
4.
5.
6.
7.
8.
9.
Amount provided by the Federal government (i.e., Federal Share of Property Cost based on the Federal
share of the total cost of the program or project),
Share percentage provided by the Federal government (i.e., Federal Share Percentage of Property Cost
based on the Federal share of the total cost of the program or project),
Amount provided by the recipient or other non-Federal entities (i.e., non-Federal Share of Property Cost),
Share percentage provided by the non-Federal entities, (i.e., non-Federal Share Percentage of Property Cost),
Total cost (i.e., Sum of Federal and non-Federal Share of the Property Cost), and
Total share percentage (i.e., sum of share percentages of Federal and non-Federal Share of the Property
Cost must equal 100%).
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
14g. Has a deed, lien, covenant, or other related documentation been recorded to establish Federal interest
in this real property? If yes (unless previously reported), describe the instrument used and enter
the date and jurisdiction in which it was recorded. Check either “yes” or “no” to indicate if the documentation
has been recorded. If the awarding agency has not imposed the requirement to record Federal interest in the
real property, check “NA”. If Federal interest has been recorded, enter the instrument used (i.e., deed, lien,
covenant, etc.) along with the date and jurisdiction in which it was recorded (ex., Executed on 01/04/2007, in the
Arlington, VA County Clerk’s office, Deed book #54987, page 234). The recordation of Federal interest in real
property must be reported by no later than the next scheduled reporting date after the real property has
been acquired, improved or donated, or as directed by the awarding agency in the award document. The
recipient must maintain records of the recordation of Federal interest in real property and make such records
available upon the request of the Federal government.
14h. Has Federally Required Insurance Coverage been secured for this real property? Check either
“yes” or “no” to indicate if Federally required insurance has been secured for the real property. The recipient
must maintain records of the insurance coverage that has been secured for the real property and make the
records available upon the request of the Federal government. Note: Recipients must provide insurance coverage
for any real property acquired under a Federal financial assistance award that is, at a minimum, equivalent
to insurance coverage that the recipient provides for other real property they own.
14i. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? If the
acquisition or development of the real property involved the movement of any person permanently from real
property or the movement of personal property from real property directly because of acquisition, rehabilitation, or
demolition for an activity undertaken with Federal assistance, the Uniform Relocation Act (URA) requirements
may apply. Indicate if the Act applies by checking “yes or no”. If the Act does apply, the recipient must maintain
records of compliance and make such information available upon the request of the Federal government.
14j. Are there any environmental compliance requirements related to the real property? If yes, describe
them. Check either “yes” or “no” to indicate if there are any environmental compliance requirements related to the
real property. Describe any environmental compliance requirements related to the real property. The recipient
must maintain records of compliance with all environmental requirements related to the real property and make
such information available upon the request of the Federal government. Attach additional sheets if necessary.
14k. In accordance with the National Historic Preservation Act (NHPA), does the property
possess historic significance, and/or is it listed or eligible for listing in the National Register of
Historic Places? If yes, describe them. In accordance with Section 106 of the National Historic Preservation
Act (NHPA), does the property possess historic significance, and/or is it listed or eligible for listing in the National
Register of Historic Places? Describe any historical significance, National Register of Historic Places listing or
eligibility for such listing, related to the real property. Note, any property listed in, or eligible for listing in the National
Register of Historic Places is considered historic. Section 106 protections also extend to properties that
possess significance but have not yet been listed or formally determined eligible for listing.
15. Has a significant change occurred with the real property, or is there an anticipated change expected
during the next reporting period? Check the applicable block to indicate either “yes” or “no.” If a significant
change has occurred (or is anticipated to occur during the next reporting period), such as a major building
renovation or remodeling, damage to the real property due to an act of God (flood, hurricane, earthquake,
etc.) or other significant change that would affect the value of the property, describe the change. Attach
additional sheets if necessary. Note: If a significant change has occurred, 14f. should be recalculated to reflect
the change in Federal interest, if any.
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
16. Real Property Disposition Status. Check the appropriate block (A – F) to indicate the type of disposition
status being reported, if any.
i. If the Federal agency provided the recipient with disposition instructions to sell or retain title to the
real property, enter the amount of funds owed to the Federal government. Enter the amount of funds
owed to the Federal government as compensation for the Federal interest in the real property if the awarding
agency either directed the recipient to sell or granted them permission to retain title to the real property.
ii. If applicable, enter the amount of any net proceeds from the sale of the real property and
describe how the proceeds were distributed. If applicable, enter the amount of any net proceeds from the
sale of the real property and indicate if they were returned to the Federal government, used as an offset
toward the cost of acquiring replacement real property for the project or program, or used to offset the original
cost of the real property if the award is still active. If not applicable enter “NA.”
iii. If the Federal agency directed the recipient to transfer title to the real property, enter the amount of
funds the Federal agency owes. If the recipient was directed to transfer title to either the Federal agency or
to a third party identified by the Federal agency, enter the amount of funds the Federal agency owes the
recipient as compensation for their interest in the real property (i.e., the percentage of the recipient’s
participation in the project cost multiplied by the fair market value of the real property at the time of
disposition).
17. Indicate the cumulative energy consumption for the previous 12 months. Complete the appropriate
block (A – D) to indicate the actual cumulative energy consumption for the property during pervious 12
months.
•
Cumulative Energy Use may be obtained from the facility utility bills or outreach to the utility provider. Depending on the
locality, the bill may include only the current month or may include the total for the 12 months prior and post project completion.
When the grantee is one tenant in a multi-tenant facility AND separate utility metering is not in place, pro rata estimating is
appropriate The anticipated energy consumption, post completion for new construction and renovation projects, should be
available in the project plan. Use of the Portfolio Manager tool, a free application, is encouraged for the tracking of energy
consumption data. (http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager)
18. Remarks. Enter any explanations deemed necessary or information required by the Federal agency including
any remarks that the recipient would like to make to address issues that are not addressed elsewhere in this
report. Attach additional sheets if necessary.
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Standard Form 429 (9/2011)
OMB Control No.: 3090-0296
Expires: 07/31/2014
C. Instructions Related to Attachment B (Request to Acquire, Improve or Furnish) follows:
Real Property Details. Complete the applicable information in subsections 13a. through 15. of Attachment B for each
parcel of real property for which the recipient is requesting the authority to acquire, improve, or be provided as
Government Furnished Property (GFP). This attachment should only be used if the applicable program authority
or budget allows recipients to acquire, improve or furnish real property. Use a separate sheet for each parcel of
real property under the Federal financial assistance award identified in section 2. With the exception of 15, all
sections are required to be completed for all requests. Below is a summary of the required information to be provided
for each subsection of Attachment B:
13a. Description of Real Property. Describe the type of real property being reported (i.e., land, building, etc.)
and provide a useful description of the real property (i.e., building number 17 at the National Research Center,
Chapel Hill, NC). If the real property will be renovated or altered, also describe the nature of the work (i.e., major
renovation of building 17, wing c).
13b. Address of Real Property. Enter the legal description and complete address for each parcel of real property
including the street, city, state, county/parish, country, zip code, and physical location if an address is not available
(i.e., latitude, longitude, lot number, parcel number, etc. Also, indicate zoning information related to the real property
(i.e., mixed use, residential, commercial, etc.). Where an address is not available, or more precision is required,
geographic coordinates may be used. Locational data should be recorded with a Global Positioning System (GPS)
device set to NAD 83, or WGS 84 datum using either of the following coordinate reference systems:
• United States National Grid (USNG) using the full grid zone designation and a minimum of eight digits.
• Decimal degrees latitude and longitude, with at least 6 decimal places and a minus (-) to show west
longitude or south latitude.
14a. Describe the intended use of the real property and how it will benefit the program. Describe how
the recipient intends to use the real property that they want to acquire, improve or furnish to support the program
under which it is being funded. Describe how the acquisition, improvement or furnishing (as applicable) of the real
property will benefit the program in quantifiable terms (ex., lower cost than renting or purchasing with a comparison
of the two, improved service delivery using benchmarks to demonstrate anticipated improvements, etc.). Attach
additional sheets if necessary.
14b. Proposed Real Property Ownership Type(s). Check the applicable box(es) to indicate the proposed real
property ownership type(s). If more than one type is applicable, check all that apply, If the ownership types listed
do not apply, check “J. Other” and describe the proposed ownership arrangement. Example of “Other”: Conservation
Easement.
14c. Proposed Acquisition Date. Using (MM/DD/YYYY) format, enter the proposed date for the real property
acquisition or improvement, or the date the recipient would like the government to furnish real property.
14d. Land Acreage or Square Kilometers. Enter the size of the land or the size of the land on which the real
property is located in terms of measured acreage or square units (i.e., 1.5 acres, 0.8 sq. km., etc.). Identify the unit
of measure. Use only one option, either acres, square kilometers, square feet, or square meters.
14e. Gross and Usable Square Footage/Meters (i.e., of building, house, etc.). Enter the gross and usable
square footage/meters of each structure (i.e., of the building, house, etc.) being reported. Identify the unit of
measure. Select only one, either square feet or square meters.
14f. Appraised Value (Valuation). Enter the appraised value (valuation) of the real property to be acquired
(purchase price only), or the cost of proposed improvements, including the following. If multiple Federal agencies
will contribute to the acquisition or cost to improve the real property, attach a separate sheet to identify each agency
and their contribution using the format below:
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1. Amount to be provided by the Federal government (i.e., Federal Share of Appraised Property Value or
estimated improvement cost based on the Federal share of the total cost of the program or project),
2. Share percentage to be provided by the Federal government (i.e., Federal Share Percentage of
Appraised Property Value or estimated improvement cost based on the Federal share of the total cost of the
program or project),
3. Amount to be provided by the recipient or other non-Federal entities (i.e., non-Federal Share of Appraised
Property Value or estimated improvement cost),
4. Share percentage to be provided by the non-Federal entities, (i.e., non-Federal Share Percentage of
Appraised Property Value or estimated improvement cost),
5. Total cost (i.e., sum of Federal and non-Federal Share of the Appraised Value or estimated improvement
cost of the property), and
6. Total share percentage (i.e., sum of share percentages of Federal and non-Federal Share of the
Appraised Property Value or estimated improvement cost).
14g. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? If the
acquisition or development of the real property that is the subject of this request involves the movement
of any person permanently from real property or the movement of personal property from real property directly
because of acquisition, rehabilitation, or demolition for an activity undertaken with Federal assistance, the Uniform
Relocation Act (URA) requirements may apply. Indicate if the Act does apply by checking “yes or no.” If the Act
does apply, the recipient must maintain records of compliance and make such information available upon the
request of the Federal government.
14h. Are there any environmental compliance requirements related to the real property? If yes, describe
them. Check either “yes” or “no” to indicate if there are any environmental compliance requirements related to the
real property. Describe any environmental compliance requirements related to the real property. The recipient
must maintain records of compliance with all related environmental compliance requirements and make
such information available upon the request of the Federal government. Attach additional sheets if necessary.
14i. In accordance with the National Historic Preservation Act (NHPA), does the property
possess historic significance, and/or is it listed or eligible for listing in the National Register of Historic
Places? If yes, describe them. In accordance with the Section 106 of the National Historic Preservation Act
(NHPA), does the property possess historic significance, and/or is it listed or eligible for listing in the National
Register of Historic Places? Describe any historical significance, National Register of Historic Places listing
or eligibility for such listing, related to the real property. Note, any property listed in, or eligible for listing
in the National Register of Historic Places is considered historic. Section 106 protections also extend to
properties that possess significance but have not yet been listed or formally determined eligible for listing.
14j. Does the proposed action employ green/sustainable practices (check all that apply)? Check each
block which applies (A – E) to indicate the green/sustainable practices (if any) that will be employed when the
proposed real property is acquired, constructed or renovated.
A. Employs Integrated Design Principles includes a collaborative, integrated planning and design process and
commissioning. (https://www.wbdg.org/design/engage_process.php).
B. Enhances Indoor Environmental Quality includes ventilation and thermal comfort, moisture control, daylighting, lowemitting materials, protection of indoor air quality during construction, and environmental tobacco smoke control
(http://www.wbdg.org/design/ieq.php).
C. Protects and Conserves Water includes potable and non-potable indoor water
(http://www.wbdg.org/design/dd_plumbingeng.php), outdoor water in landscape, irrigation, and storm runoff
(http://www.wbdg.org/design/dd_landscapearch.php), process water, and water-efficient products such as EPA
WaterSense products (http://www.epa.gov/watersense).
D. Reduces Environmental Impact of Materials includes recycled content (www.epa.gov/cpg), biobased content
(www.usda.gov/biopreferred), environmentally preferable products (www.wbdg.org/design/greenspec.php), water and
materials management, and elimination of ozone depleting compounds (http://www.wbdg.org/design/greenspec.php).
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E. Optimizes Energy Performance includes energy efficiency (http://www.wbdg.org/references/mou_ee.php)
(http://www.wbdg.org/design/dd_hvaceng.php) that takes into account intended use, occupancy, plug loads, on-site
renewable energy, measurement/verification, benchmarking, and where available using Energy Star®
(http://www.energystar.gov/index.cfm?fuseaction=find_a_product) and Department of Energy-designated energy efficient
products (http://www1.eere.energy.gov/femp/technologies/eep_purchasingspecs.html).
14k. What was the cumulative energy consumption for the facility in the past 12 months? Complete the
appropriate block(s) (A – D) to indicate the actual cumulative energy consumption for the property during pervious
12 months. If this is a request to be furnished real property (GFP), unless you already have the information, insert
“NA” in block D.
•
Cumulative Energy Use may be obtained from the facility utility bills or outreach to the utility provider. Depending on the locality,
the bill may include only the current month or may include the total for the 12 months prior and post project completion. When the
grantee is one tenant in a multi-tenant facility AND separate utility metering is not in place, pro rata estimating is appropriate The
anticipated energy consumption, post completion for new construction and renovation projects, should be available in the project
plan. Use of the Portfolio Manager tool, a free application, is encouraged for the tracking of energy consumption data.
(http://www.energystar.gov/index.cfm?c=evaluate_performance.bus_portfoliomanager)
14l. What is the anticipated cumulative energy use for the 12 months following completion of the
proposed acquisition/construction/renovation project? Complete the appropriate block(s) (A – D) to indicate the
anticipated cumulative energy use for the property after the property is acquired, constructed, renovated or furnished as GFP.
15. Remarks. Enter any explanations deemed necessary or information required by the Federal agency including
any remarks that the recipient would like to make to address issues that are not addressed elsewhere in this request.
Attach additional sheets if necessary.
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D. Instructions Related to Attachment C (Disposition or Encumbrance Request) follows:
Real Property Details. Complete the applicable information in subsections 13a. through 16. of Attachment C for
each parcel of real property for which the recipient is requesting disposition/encumbrance or other instructions. Use a
separate sheet to request disposition/encumbrance or other instructions on each parcel of real property under the
Federal financial assistance award identified in section 2. If a section does not apply, enter “N/A.” Below is a summary
of the required information to be provided for each subsection of Attachment C:
13a. Description of Real Property. Describe the type of real property that is the subject of this request (i.e., land,
building, etc.) and a useful description of the real property (i.e., building number 17 at the National Research Center,
Chapel Hill, NC).
13b. Address of Real Property. Enter the legal description and complete address for each parcel of real property
including the street, city, state, county/parish, country, zip code, and physical location if an address is not available
(i.e., latitude, longitude, lot number, parcel number, etc.). Also, indicate zoning information related to the real
property (i.e., mixed use, residential, commercial, etc.). Where an address is not available, or more precision is
required, geographic coordinates may be used. Locational data should be recorded with a Global Positioning
System (GPS) device set to NAD 83, or WGS 84 datum using either of the following coordinate reference systems:
• United States National Grid (USNG) using the full grid zone designation and a minimum of eight digits.
• Decimal degrees latitude and longitude, with at least 6 decimal places and a minus (-) to show west
longitude or south latitude.
13c. Land Acreage or Square Kilometers. Enter the size of the land or the size of the land on which the real
property is located in terms of measured acreage or square units (i.e., 1.5 acres, 0.8 sq. km., etc.). Identify the unit
of measure. Use only one option, either acres, square kilometers, square feet, or square meters.
13d. Gross and Usable Square Footage/Meters (i.e., of building, house, etc.). Enter the gross and usable square
footage/meters for each structure (i.e., of the building, house, etc.) being reported. Identify the unit of measure. Select
only one, either square feet or square meters.
14a. Disposition Preference or Encumbrance Request [Check one]. Check the appropriate block (A – F) to indicate
the type of disposition/encumbrance instruction preference being requested. The award document will indicate the
disposition option(s) available. The recipient may not request a disposition preference that is not already allowed under
the award. Agencies will respond timely to all requests via letter, electronic mail and/or other appropriate means.
14b. If this is a request to transfer Federal Interest to a different award, specify the proposed grant number
and funding agency. If the recipient is proposing to transfer the Federal interest to a different award, specify the
grant number and funding agency for the award to which the recipient is proposing to transfer the interest.
14c. If this is a request to use the real property in other Federal-sponsored projects/activities, describe the
proposed use of the real property. If the recipient is proposing to use the real property to provide services or
facilities for other Federal-sponsored projects or activities, identify the other Federal projects or activities and how
the real property will be utilized. Also, describe any impact expected on the host Federal project or activity due to
the proposed additional use of the real property. Attach additional sheets if necessary.
14d. If this is a request to transfer title, identify the proposed receiving entity. If applicable, provide contact
information for the proposed receiving entity.
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14e. Appraised Value. Enter the third party appraised value of the real property (current market value), including
the following:
1. Amount provided by the Federal government (i.e., Federal Share of Appraised Property Value cost based
on the Federal share of the total cost of the program or project),
2. Share percentage provided by the Federal government (i.e., Federal Share Percentage of Appraised Property
Value based on the Federal share of the total cost of the program or project),
3. Amount provided by the recipient or other non-Federal entities (i.e., non-Federal Share of Appraised
Property Value),
4. Share percentage provided by the non-Federal entities, (i.e., non-Federal Share Percentage of Appraised
Property Value),
5. Total cost (i.e., Sum of Federal and non-Federal Share of the Appraised Value), and
6. Total share percentage (i.e., sum of share percentages of Federal and non-Federal Share of the Appraised
Property Value).
14f. Are there any Uniform Relocation Act (URA) requirements applicable to this real property? If the
acquisition or development of the real property involved the movement of any person permanently from real property
or the movement of personal property from real property directly because of acquisition, rehabilitation, or demolition
for an activity undertaken with Federal assistance, the Uniform Relocation Act (URA) requirements may apply. Indicate
if the Act does apply by checking “yes or no”. If the Act does apply, the recipient must maintain records of compliance
and make such information available upon the request of the Federal government.
14g. Are there any environmental compliance requirements related to the real property? If yes, describe
them. Check either “yes” or “no” to indicate if there are any environmental compliance requirements related to the
real property. Describe any environmental compliance requirements related to the real property. The recipient
must maintain records of compliance with all environmental requirements related to the real property and make such
information available upon the request of the Federal government. Attach additional sheets if necessary.
14h. In accordance with the National Historic Preservation Act (NHPA), does the property possess historic
significance, and/or is it listed or eligible for listing in the National Register of Historic Places? If yes,
describe them. In accordance with the Section 106 of the National Historic Preservation Act (NHPA), does the
property possess historic significance, and/or is listed or eligible for listing in the National Register of Historic Places?
Describe any historical significance, National Register of Historic Places listing or eligibility for such listing, related to
the real property. Note, any property listed in, or eligible for listing in the National Register of Historic Places is
considered historic. Section 106 protections also extend to properties that possess significance but have not yet
been listed or formally determined eligible for listing.
14.i. If this is a request to encumber the property, identify the party or parties to whom the property is
proposed to be encumbered and attach related information: Identify the party/parties to whom the property
is proposed to be encumbered and attach the proposed form and terms of encumbrance, along with a copy of
any proposed subordination, inter-creditor agreement, or other documentation to protect the interests of the
U.S. Government in case of default.
15. If this is a request for a release from the obligation to report on the real property, describe the
reasons for the request. Describe the recipient’s reasons for requesting a release from the obligation to report.
Examples of acceptable reasons include but are not limited to expiration of Federal interest or the real property
being disposed of in accordance with agency direction. Attach additional sheets if necessary.
16. Remarks. Enter any explanations deemed necessary or information required by the Federal agency including
any remarks that the recipient would like to make to address issues that are not addressed elsewhere in this request.
Attach additional sheets if necessary.
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Standard Form 429 (9/2011)
File Type | application/pdf |
File Title | INSTRUCTIONS FOR THE SF- |
Author | HUD |
File Modified | 2011-09-28 |
File Created | 2011-09-28 |