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Request for Proposal (RFP) 72027819R00003 USAID/Jordan Management Engineering Services Contract (MESC) - Phase II
Date Issued: May 27, 2019 Question Deadline: June 10, 2019 Closing Date: July 11, 2019, 04:30 p.m. (Amman Time)
SUBJECT: REQUEST FOR PROPOSAL (RFP) 72027819R00003
USAID/Jordan Management Engineering Services Contract (MESC) - Phase II
TO ALL PROSPECTIVE OFFERORS:
The United States Agency for International Development in Jordan (USAID/Jordan) is seeking proposals from qualified organizations interested in providing technical assistance services required to implement the program named “USAID/Jordan Management Engineering Services Contract (MESC) - Phase II.” The details of this program are defined in the Statement of Work (SOW) located in Section C of the attached Request for Proposal (RFP). This procurement will be conducted under the procedures set forth in Part 15 and Part 36 of the Federal Acquisition Regulation (FAR) (48 CFR Chapter 1).
USAID/Jordan anticipates awarding an Architect-Engineering Cost-Plus-Fixed-Fee (CPFF) completion-type contract in accordance with the procedures set forth in FAR Part 36.6 as a result of this solicitation. The total estimated cost for the resulting contract will range from $10
- $12 million for the period of five years. Although an anticipated range is provided, this does not mean that Offerors should necessarily strive to meet the maximum amount. Offerors must propose costs that they believe are realistic and reasonable for the work.
Questions or requests for clarification regarding this solicitation must be submitted in writing by email no later than the deadline for questions shown on the cover page of this RFP to contracting1@usaid.gov copying Ms. Rawia Istanbuli at ristanbuli@usaid.gov. Offerors must not submit questions to any other USAID staff.
If substantive questions are received which affect the response to the solicitation, or if changes are made to the closing date and time, as well as other aspects of the RFP, this solicitation will be amended. Any amendments to this solicitation will be issued and posted on the Federal Business Opportunities website. Offerors are encouraged to check this website periodically (http://www.fbo.gov).
1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES
UNDER DPAS (15 CFR 700)
2. CONTRACT NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER
SEALED BID (IFB)
NEGOTIATED (RFP)
7. ISSUED BY CODE 72000 8. ADDRESS OFFER TO (If other than Item 7)
NOTE: In sealed bid solicitations "offer" and "Offeror" mean "bid" and "bidder".
9. Sealed offers in original and _____________________________ copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in until local time _______________________ (Hour) (Date)
CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All Offers are subject to all terms and conditions contained in this solicitation.
A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS
AREA CODE NUMBER EXT.
(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)
PART I - THE SCHEDULE PART II - CONTRACT CLAUSES
A I CONTRACT CLAUSES
B SUPPLIES OR SERVICES AND PRICES/COSTS PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.
C DESCRIPTION/SPECS./WORK STATEMENT J LIST OF ATTACHMENTS
D PACKAGING AND MARKING PART IV - REPRESENTATIONS AND INSTRUCTIONS
E INSPECTION AND ACCEPTANCE
F DELIVERIES OR PERFORMANCE
G CONTRACT ADMINISTRATION DATA L INSTR., CONDS., AND NOTICES TO OFFERORS
H SPECIAL CONTRACT REQUIREMENTS M EVALUATION FACTORS FOR AWARD
K REPRESENTATIONS, CERTIFICATIONS AND OTHER
STATEMENTS OF OFFERORS
NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.
12. In compliance with the above, the undersigned agrees, if this offer is accepted within ________ calendar days (60 calendar days unless a different period is inserted by the Offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.
13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS (%) (See Section I, Clause No. 52-232-8)
14. ACKNOWLEDGEMENT OF AMENDMENTS AMENDMENT NO. DATE AMENDMENT NO. DATE
(The Offeror acknowledges receipt of amendments to the SOLICITATION for Offerors and related documents numbered and dated:
CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER 15A. NAME AND
ADDRESS
OF OFFEROR
(Type or print)
15B. TELEPHONE NUMBER 17. SIGNATURE 18. OFFER DATE
AREA CODE NUMBER EXT. 15C. CHECK IF REMITTANCE ADDRESS IS DIFFERENT FROM
ABOVE - ENTER SUCH ADDRESS IN SCHEDULE
19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION
22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM (4 copies unless otherwise specified)
10 U.S.C. 2304(a) ( ) 41 U.S.C. 253(c) ( )
24. ADMINISTERED BY (If other than Item 7) 25. PAYMENT WILL BE MADE BY CODE CODE
26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE
IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.
(Signature of Contracting Officer)
(REV. 9-97)
10. FOR INFORMATION CALL:
11. TABLE OF CONTENTS
STANDARD FORM 33
SOLICITATION, OFFER AND AWARD
SOLICITATION
OFFER (Must be fully completed by Offeror)
AWARD (To be completed by Government)
3 96 N/A
3. SOLICITATION NUMBER
72027819R00003 X
5/27/2019 REQ-278-19-000022
N/A
Rawia Istanbuli ristanbuli@usaid.gov
X SOLICITATION/CONTRACT FORM X
X
X
X
X
X
X
X
X
X X
X
See Section G.5
Michael Ashkouri, Esq Supervisory Contracting Officer
Acquisition & Assistance Office (AAO) USAID Jordan P.O Box 354 Amman 11118 Jordan
PART I – THE SCHEDULE 8
SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS 8
B.1 PURPOSE 8
B.2 CONTRACT TYPE 8
B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT 8
B.4 BUDGET & CEILING PRICE 9
B.5. INDIRECT COSTS 9
B.6 COST REIMBURSABLE 10
B.7 PAYMENT OF FIXED FEE (CPFF) 10
SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK 11
C.1 INTRODUCTION 11
C.2 MANAGEMENT ENGINEERING SERVICES CONTRACT (MESC) SCOPE OF
WORK 14
SECTION D – PACKAGING AND MARKING 20
D.1 AIDAR 752.7009 MARKING (JAN 1993) 20
D.2 BRANDING 20
SECTION E - INSPECTION AND ACCEPTANCE 21
E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
E.2 INSPECTION AND ACCEPTANCE 21
SECTION F – DELIVERIES OR PERFORMANCE 22
F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
F.2 PERIOD OF PERFORMANCE 22
F.3 PLACE OF PERFORMANCE 22
F.4 AUTHORIZED WORK WEEK 22
F.5 KEY PERSONNEL 23
F.6 PERFORMANCE STANDARDS 23
F.7 REPORTS AND DELIVERABLES/OUTPUTS 24
F.8 AIDAR 752.242-70 PERIODIC PROGRESS REPORTS (OCT 2007) 35
SECTION G - CONTRACT ADMINISTRATION DATA 37
G.1 DOCUMENTATION FOR PAYMENT 37
G.2 CONTRACTING OFFICER’S AUTHORITY 37
G.3 ADMINISTRATIVE CONTRACTING OFFICE 37
G.4 CONTRACTING OFFICER’S REPRESENTATIVE (COR) 38
G.5 PAYMENT 38
G.6 TECHNICAL DIRECTIONS/RELATIONSHIP WITH USAID 38
G.7 ACCEPTANCE AND APPROVAL 40
G.8 ACCOUNTING AND APPROPRIATION DATA 40
SECTION H - SPECIAL CONTRACT REQUIREMENTS 41
H.1 ENVIRONMENTAL COMPLIANCE 41
H.2 LANGUAGE REQUIREMENTS 42
H.3 AIDAR 752.7007 PERSONNEL COMPENSATION (JUL 2007) 42
H.4 ADDITIONAL REQUIREMENTS FOR PERSONNEL COMPENSATION 42
H.5 EMPLOYMENT COSTS OF THIRD COUNTRY NATIONALS (TCNs) AND COOPERATING COUNTRY NATIONALS (CCNs) 45
H.6 INSURANCE AND SERVICES 46
H.7 AIDAR 752.7032 INTERNATIONAL TRAVEL APPROVAL AND
NOTIFICATION REQUIREMENTS (APRIL 2014) 47
H.8 BUSINESS CLASS TRAVEL 47
H.9 LOGISTIC SUPPORT 47
H.10 752.222-70 USAID DISABILITY POLICY (DECEMBER 2004) 48
H.11 AIDAR 752.209-71 ORGANIZATIONAL CONFLICTS OF INTEREST
DISCOVERED AFTER AWARD (JUNE 1993) 48
H.12 AIDAR 752.225-70 SOURCE AND NATIONALITY REQUIREMENTS
(FEBRUARY 2012) 48
H.13 AUTHORIZED GEOGRAPHIC CODE 49
H.14 PROHIBITION OF ASSISTANCE TO DRUG TRAFFICKING 50
H.15 INDIRECT COSTS FOR NON-U.S. ORGANIZATIONS 50
H.16 CONSENT TO SUBCONTRACT 50
H.17 COMPETITION AND SUBCONTRACTING 50
H.18 LIMITATION ON ACQUISITION OF INFORMATION TECHNOLOGY
(DEVIATION NOs. M/OAA-DEV-FAR-18-2c and M/OAA-DEV-AIDAR-18-2c)
(APRIL 2018) 51
H.19 CONFIDENTIALITY AND OWNERSHIP OF INTELLECTUAL PROPERTY 52
H.20 STANDARDS OF CONDUCT -- IMPROPER BUSINESS PRACTICES 52
H.21 CONTRACTOR-MISSION RELATIONSHIPS (OCT 1989) 52
H.22 SOVEREIGN RELATIONSHIPS 53
H.23 PRESS RELATIONS 53
H.24 VALUE ADDED TAX AND CUSTOMS DUTIES 54
H.25 GOVERNMENT FURNISHED FACILITIES OR PROPERTY 54
H.26 CONTRACTOR’S USE OF PROJECT VEHICLES 54
H.27 MEETINGS WITH GOVERNMENT OF JORDAN MINISTERS 54
H.28 ELECTRONIC PAYMENTS SYSTEM 54
H.29 302.3.5.21 SUBMISSION OF DATASETS TO THE DEVELOPMENT DATA
LIBRARY (DDL) (OCTOBER 2014) 55
H.30 AMERICAN EMBASSY COMMUNITY SERVICE ASSOCIATION (AECSA) 57
PART II - CONTRACT CLAUSES 58
SECTION I - CONTRACT CLAUSES 58
I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
I.2 752.252-1 AIDAR SOLICITATION PROVISIONS INCORPORATED BY
REFERENCE (MAR 2015) 63
I.3 752.252-2 AIDAR CLAUSES INCORPORATED BY REFERENCE (MAR 2015) 63
I.4 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999) 63
I.5 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000) 64
I.6 752.229-71 REPORTING OF FOREIGN TAXES (JUL 2007) 64
PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS 66
SECTION J - LIST OF ATTACHMENTS 66
PART IV - REPRESENTATIONS AND INSTRUCTIONS 67
SECTION K - REPRESENTATIONS, CERTIFICATIONS AND OTHER
STATEMENTS OF OFFERORS 67
K.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY
REFERENCE 67
K.2 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (JAN 2011)
K.3 52.204-20 PREDECESSOR OF OFFEROR (JUL 2016) 71
K.4 52.209-5 CERTIFICATION REGARDING RESPONSIBILITY MATTERS (APR
2010) 72
K.5 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (JAN
2011) 73
K.6 52.209-11 REPRESENTATION BY CORPORATIONS REGARDING
DELINQUENT TAX LIABILITY OR A FELONY CONVICTION UNDER ANY
FEDERAL LAW (FEB 2016) 75
K.7 52.230-1 COST ACCOUNTING STANDARDS NOTICES AND
CERTIFICATION (OCT 2015) 75
K.8 52.230-7 PROPOSAL DISCLOSURE-COST ACCOUNTING PRACTICE
CHANGES (APR 2005) 78
K.9 AGREEMENT ON, OR EXCEPTIONS TO, TERMS AND CONDITIONS 78
K.10 SIGNATURE 78
SECTION L – INSTRUCTIONS TO OFFERORS 79
L.1 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE 79
L.2 52.215-1 INSTRUCTIONS TO OFFERORS - COMPETITIVE ACQUISITION
(JAN 2017) 79
L.3 52.216-1 TYPE OF CONTRACT (APR 1984) 84
L.4 52.214-35 SUBMISSION OF OFFERS IN U.S. CURRENCY (APR 1991) 84
L.5 52.233-2 SERVICE OF PROTEST (SEPT 2006) 84
L.6 ADDITIONAL INSTRUCTIONS TO OFFERORS 85
L.7 DELIVERY INSTRUCTIONS 86
L.8 INSTRUCTIONS FOR THE PREPARATION OF THE TECHNICAL PROPOSAL
L.9 INSTRUCTIONS ON PREPARATION OF THE COST PROPOSAL 92
L.10 INSTRUCTIONS ON PREPARATION OF THE BRANDING
IMPLEMENTATION PLAN AND MARKING PLAN 93
SECTION M - EVALUATION FACTORS FOR AWARD 94
M.1 GENERAL INFORMATION 94
M.2 SELECTION CRITERIA 94
M.3 52.217-5 EVALUATION OF OPTIONS (JULY 1990) 96
PART I – THE SCHEDULE
SECTION B – SUPPLIES OR SERVICES AND PRICE/COSTS
B.1 PURPOSE
The purpose of this contract is to obtain Management Engineering Services from an Architect-Engineer (A-E) firm for USAID/Jordan Non-Revenue Water Projects as detailed in Section C – Statement of Work. The program will last for 3 base years plus two 1-year option periods. The program’s total estimated value is $10-12 million including the option periods (total of 5 years).
B.2 CONTRACT TYPE
This is a Cost-Plus-Fixed-Fee Completion Contract. For the consideration set forth below, the Contractor shall provide the deliverables or outputs described in Section C and comply with all Contract requirements.
B.3 ESTIMATED COST, FIXED FEE, AND OBLIGATED AMOUNT
(a) The estimated cost for the performance of the work required hereunder, exclusive of Fixed
Fee, if any, is $ _______. The Fixed Fee, if any, is $ _______. The estimated Cost-Plus-Fixed-Fee, if any, is $ _______.
(b) Within the estimated Cost-Plus-Fixed-Fee, if any, specified in paragraph (a) above, the amount currently obligated and available for reimbursement of allowable costs incurred by the Contractor (and payment of fee, if any) for performance hereunder is $ _______. The Contractor shall not exceed the aforesaid obligated amount.
(c) Funds obligated hereunder are anticipated to be sufficient through ________.
(d) The estimated cost for the performance of the work required hereunder for option period one
(1) of the contract, exclusive of fixed fee, if any, is $_________. The fixed fee, if any, for option year one (1) is$________. The estimated cost plus fixed fees if any, during the option period one (1) is $________.
(e) The estimated cost for the performance of the work required hereunder for option period two
(2) of the contract, exclusive of fixed fee, if any, is $________. The fixed fee, if any, for option year two (2) is $________. The estimated cost plus fixed fee if any, during the option period two (2) is $________.
B.4 BUDGET & CEILING PRICE
Description Total CPFF
(USD)
BASE
Total CPFF
(USD)
OPTION 1
Total CPFF
(USD)
OPTION 2
Direct Labor $TBD $TBD $TBD
Sub Contract $TBD $TBD $TBD
Other Direct Costs $TBD $TBD $TBD
Indirect Costs $TBD $TBD $TBD
Subtotal Without Fee $TBD $TBD $TBD
Fixed Fee $TBD $TBD $TBD
TOTAL CPFF (Ceiling Price)* $6-$7 Million $2-$2.5 Million $2-$2.5 Million
*The contractor will not be paid any sum in excess of the ceiling price.
B.5. INDIRECT COSTS
Pending establishment of revised provisional or final indirect cost rates, allowable indirect costs must be reimbursed on the basis of the following negotiated provisional or predetermined rates and the appropriate bases pursuant to the contractor’s current executed Negotiated Indirect Cost Rate Agreement:
(To be determined at the time of award)
Description Rate Base Type Period
TBD TBD 1/ 1/ 1/
TBD TBD 2/ 2/ 2/
1/ Base of Application: TBD
Type of Rate: TBD Period:TBD
2/ Base of Application: TBD Type of Rate: TBD Period:TBD
Note: The Contractor is allowed to recover applicable indirect costs (i.e., overhead, G&A, etc.)
on other direct costs (ODCs), if it is part of the Contractor’s usual accounting procedures, consistent with FAR Part 31, and Negotiated Indirect Cost Rate Agreement (NICRA).
B.6 COST REIMBURSABLE
The U.S. dollar costs allowable shall be limited to reasonable, allocable and necessary costs determined in accordance with FAR 52.216-7, Allowable Cost and Payment, FAR 52.216-8, Fixed Fee, and 52.232-20 and 52.232-22 Limitations of Cost and Limitations of Funds, and, if applicable, AIDAR 752.7003, Documentation for Payment.
B.7 PAYMENT OF FIXED FEE (CPFF)
Pursuant to the clauses entitled “Allowable Cost and Payment” (FAR 52.216-7) and “Fixed Fee” (FAR 52.216-8) incorporated into this contract, the terms and conditions of these clauses apply after total payments of fixed fee reach eighty-five percent (85%) of the total fixed fee. The Government shall pay the Contractor for performing this contract the fixed fee specified in the Schedule.
[END OF SECTION B]
SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK
C.1 INTRODUCTION
Jordan is one of the most water scarce countries in the world. Jordan’s water scarcity has been 1 exacerbated due to low precipitation, and increased demand on water as a result of natural population growth coupled with a large number of refugees, in addition to the booming real estate and industrial sectors. 2
The country requires around 1,442 MCM of water in 2018 but has only 886 MCM of sustainable water resources supply. Jordan’s main sources of water are groundwater (55.1%), surface water (26%), treated wastewater (17.1%), and additional sources such as desalination and water swaps (1.7% of total water supply).High Non- Revenue Water (NRW) is one of the major challenges that face water authorities in Jordan. NRW is water that is supplied by water utilities but not paid for by users, and averages more than 50% across the country. NRW is a combination of administrative losses (apparent losses) and physical losses (real losses). The water loss ratios are due to several factors, including poor water network conditions and maintenance, lack of isolated water supply zones, intermittent water supply, meter inaccuracy, illegal connections, and meter reading errors and inaccuracy.
C.1.1 Background
The National Water Strategy 2016 - 2025 prepared by the Ministry of Water and Irrigation (MWI), and approved by the Cabinet in January 2016, states that NRW is one of the major issues that impact the water supply availability in Jordan. MWI placed NRW reduction as one of their highest priorities to sustain the water sector in the medium to long-term and maintain adequate resources to meet future demands. Reduction of NRW is also important at the utility level.
Reducing NRW will not only generate extra income to the water utilities, it will significantly reduce the operational costs to treat and pump the lost water. Reducing NRW means that water utilities will collect more revenue from the same amount of water treated and distributed, which will provide additional funds for reinvesting in the maintenance of local water networks and ensuring its sustainability: a “virtuous cycle.”
The United States Government (USG) has long realized the critical role that water security plays in maintaining Jordan’s stability, its impact on the social and economic development of the
1 Jordan is the third most water scarce country in the world when comparing water resources to economic resources. Source: Review of Water Scarcity Ranking Methodologies, USAID- Water Management Initiative Project, March 2018
2 https://www.ceicdata.com/en/jordan/gdp-by-industry-current-price/gdp-industry-fs-real-estate country, and its broader impact on the Middle East stability since Jordan is a tourism, political and economic hub in the region. USG water assistance began in the 1950s and has mainly focused on improving water and wastewater infrastructure, expanding and rehabilitating water supply systems, enabling the legal and institutional environment to advocate for water best management practices, in addition to building the capacity of personnel in the water sector. The current objective of USAID interventions in the water sector is to partner with the Government Of Jordan (GOJ) and private sector to address the growing water challenge through infrastructure development, improved governance, and increasing water conservation, particularly in the agriculture sector.
C.1.2 Problem Statement
Many efforts have strengthened the water sector in Jordan, but high NRW remains one of the major issues affecting water supply. Water leakage, meter reading inaccuracies, and under-registration are directly proportional with the water supply quantities, pressure, and duration. The average water supply in Amman in 2015 was 126 liter/capita/day. This figure is slightly above GOJ’s target of 120 liter/capita/day.
NRW currently represents 220 MCM/year of water losses, causes more than $500 million of annual financial losses to the water sector, and significantly contributes to Jordan’s national debt.
The current level of NRW results in huge revenue losses, and the actual financial loss is even higher as the average cost to supply drinking water in Amman is around $2.5/m3, while the average sale price is about $1/m3 across the country ($1.25 in Amman and Aqaba). The quantity of NRW constitutes double the volume of water in all dams in Jordan as of January 2018, twice the capacity of the $1 billion Disi Water Conveyance Project, and seven times the capacity of the Zara Ma’in project. Reducing NRW is important to improve the sector’s efficiency and financial sustainability, and to conserve Jordan’s limited water resources. Reducing NRW will increase revenues generated by water utilities as a result of accurate metering, billing, and revenue collection. In addition, it will reduce the operation and maintenance costs required for treatment and pumping of water. This, in turn, will help build the foundation for a financially autonomous water sector, a long-term goal of both USAID and the GOJ.
USG NRW Interventions The GOJ and USG have a strong interest in tackling the water scarcity challenge that Jordan is facing and have given significant priority to reducing the physical and apparent water losses.
Due to budget limitations, the GOJ alone is not able to implement a comprehensive program to improve water metering and monitoring, which would benefit the water sector in Jordan by increasing revenue and improving cost recovery.
USAID’s current and future interventions are expected to support the GOJ in meeting the ambitious target of the National Water Strategy 2016-2025 to reduce NRW by 3-6% per year, with a targeted reduction of NRW to 25% nationally by 2025, and leakage reduced to below 15%. These figures are within the common NRW percentages worldwide. However, the severe water shortage situation in Jordan calls for an urgent need to reduce NRW below 10%, such as in the case of Singapore, Denmark, Netherlands, Germany, and Japan.
USAID is supporting NRW reduction across the country to complement other projects such as supply expansion and network restructuring. USAID and GOJ have signed two Umbrella Fixed Amount Reimbursement Agreements (FARAs) for NRW Project Phase I and II with total estimated cost of $212.1 million. The NRW Phase I started in January 1, 2015 and ends on September 30, 2019. The NRW Phase II Umbrella FARA started on August 5, 2018 and ends on December 30, 2023. NRW phase II includes more procurement of NRW-reduction equipment, restructuring and isolation of new District Metering Areas (DMAs), pressure management, replacement of old pipes, leak detection and repair, and installation/replacement of water meters, Supervisory Control and Data Acquisition (SCADA) systems and other equipment, as necessary.
C.1.3 Solution Approach
USAID is working with MWIon a NRW Project in different Phases, which will improve water service delivery by reducing NRW through rehabilitating and upgrading deteriorating physical infrastructure, e.g., pipes, meters, valves, etc. The reduction of NRW will lead to better water resource management, save more potable water, and ultimately contribute to increasing water utilities efficiency.
The overall objective of the NRW Program is to support the GOJ in reducing NRW by 3% per year. This will be reflected on the financial and administrative sustainability and stability at the utility level as it will protect the revenue base and reduce operational and administrative costs associated with treatment and pumping of water. Furthermore, it will be reflected on the sustainability of the water sector in Jordan, protection of its natural resources, and the overall national stability of the country.
The NRW Project will assist in reducing administrative losses by reducing water meter inaccuracies, and improving data accuracy and revenue collection. The billed water volume will increase due to replacement of the existing residential, large customers and bulk mechanical water meters with smart meters, in addition to the introduction of Automatic Meter Reading (AMR) systems to the newly installed meters. The NRW Project will assist in reducing physical losses through hydraulic modelling, isolation, and restructuring of distribution areas, in addition to active and passive leak detection and control.
The NRW Project will be implemented across Jordan and covers Miyahuna, Aqaba Water (AW), Water Authority of Jordan (WAJ), Yarmouk Water Company (YWC), and the Jordan Valley Authority (JVA) depending on their eligibility and financial capability to receive FARA funding.
The Management Engineering Services Contract (MESC) Phase II is the second component of the overall NRW Project. MESC Phase II is intended to build the water utilities’ self-reliance by improving their capacities in planning, construction activity, design, cost estimation, procurement, and management; assist water utilities with strengthening its operations and maintenance program; and assist with the development of systematic procedures to collect, manage, and use data and information deriving from utility operations. Construction activities undertaken through the different phases of the NRW Project will be a platform for MESC to use in this capacity building effort.
C.2 MANAGEMENT ENGINEERING SERVICES CONTRACT (MESC) SCOPE OF
WORK
C.2.1 Objective
The overall objective of the NRW Project is to improve municipal water service delivery in residential areas of Jordan. The purpose of MESC is to provide technical assistance to the NRW program, and improve water utilities’ self-reliance by improving their capacity to plan, design, procure, and manage infrastructure upgrades so that future upgrades can be completed autonomously.
C.2.2 Expected Contract Outputs
The Contractor must provide technical assistance and capacity building for MWI as well as water utilities, WAJ and JVA through reviewing the planning and design of physical infrastructure NRW reduction activities, including specifications and tender documents, and monitoring water utilities construction contractors implementing infrastructure upgrades. Additionally, the Contractor must provide administrative and management capacity strengthening to water utilities. The Contractor must collaborate with water utilities senior management and report directly to USAID in efforts to improve USAID’s insight into water utilities progress. The Contractor must provide the following services:
Component 1. Technical Assistance for NRW Construction Works
The Contractor will improve capacities of MWI entities including water utilities, WAJ, and JVA to autonomously manage infrastructure upgrades related to NRW project activities. The capacities developed within water utilities under this task must directly inform the preparation of Fixed Amount Reimbursement Agreements (FARAs) between USAID and GOJ to be implemented under the NRW Project. Activities to be conducted under this component include:
● Monitor the NRW project scope, timeline, and cost. Ensure that water utilities are implementing the NRW project in accordance with the Umbrella FARA, Implementation Letters, Associated FARAs, and USAID conditions and regulations.
● Build water utilities’ capacities to prepare a complete package of project tender documents to be implemented under NRW program. Tender documents developed must be used by water utilities to solicit infrastructure contracts in the selected District Zones
(DZ).
● Build water utilities, WAJ and JVA capacities to conduct and complete tendering process, such as preparation of invitations and advertisements for local construction contractors; responding to questions and inquiries about the tender document; arranging site visits and pre-bid meetings for construction contractors; preparation of cost estimates and evaluation of cost proposals; and provide assistance to water utilities for responding to any change in conditions during the bidding stage.
● Undertake processes and prepare necessary documents required for environmental compliance in accordance with the relevant U.S. Federal Regulations (22 CFR 216) and USAID Policies on Environmental Compliance (ADS 204) and Climate Risk Management (CRM) (ADS 201mal) in coordination with the USAID Contracting Officer’s Representative (COR), Mission Environmental Officer (MEO) and Climate Integration Lead (CIL).
● Build water utilities’ capacities to prepare environmental compliance documents for submission to the MEO. The Contractor must monitor the construction contractor implementation of mitigation measures cited in the Initial Environmental Examination (IEE) and Environmental Mitigation and Monitoring Plan (EMMP), as applicable, and include this in quarterly reports to USAID.
● Conduct Environmental, and Health and Safety trainings in cooperation with the MEO for construction contractors and construction supervision firms hired by water utilities.
● Participate as a non-voting member on the technical evaluation committees to select contractors to implement NRW activities, review the final bid selection documents before contract signing, and prepare a report for USAID, containing only non-procurement sensitive information, on the evaluation process and selection results.
● Build water utilities capacities to procure goods and services consistent with international norms and standards for construction contract management.
● Build water utilities staff capacity for construction supervision, progress monitoring and reporting. Further, the Contractor must bring to water utilities’ attention any deficiencies in the construction contractors’ performance.
● Monitor water utilities’ construction contractors implementing infrastructure upgrades, verify work completion and issue completion certificates for each milestone.
● Assist water utilities in conducting the Public Private Partnership (PPP) programs or Performance Based Contracts for sustainable long-term NRW reduction. The Contractor must build water utilities capacities for the preparation of model tender documents for a PPP. The model will be implemented by Miyahuna, assisted by the Contractor, for identified feasible zones.
● Monitor water utilities Performance Based Contractors works and provide recommendations for improvement of results as necessary.
● Conduct design reviews and oversight for the selected Distribution Areas.
● Conduct hydraulic modelling as necessary (taking into consideration climate prognoses and risks, as applicable), and assist water utilities in the hydraulic modeling, pressure management, isolation of areas, and transferring areas into continuous supply. MESC to develop water utilities capacities in the above mentioned areas.
● Assist water utilities to prepare and document procedures for reducing NRW particularly to leak detection. Such procedures must be fine-tuned as experience is gained from implementing NRW activities.
● Collaborate with utilities and USAID to monitor the actual costs of infrastructure upgrades in order to inform the ongoing fine-tuning of the NRW reduction project.
● Monitor NRW infrastructure activities and certify that construction was completed in accordance with the design and specifications. USAID anticipates that each NRW reduction construction activity must be implemented through a FARA with defined milestones and payment schedule.
● The Contractor must review design and tender documents prepared and submitted by water utilities on behalf of USAID. The Contractor must work with water utilities, WAJ and JVA to finalize the documents before including them in the respective Associate FARAs.
● The Contractor to issue completion certificates for each milestone to assist approving invoices submitted by water utilities in accordance with the Payment Schedule.
Component 1 Outputs: MWI including water utilities, WAJ, and JVA, independent of the Contractor, implements the NRW action plan, prepares NRW construction tender packages, completes environmental compliance documentation requirements, procures construction contractor services, and supervises execution. The Contractor must prepare reports to USAID, on achievements of the identified activities and other potential activities that are identified and mutually agreed upon during the implementation stage.
Component 2. Water Utilities Administration Assistance
Activities under this component must support the Ministry of Water and Irrigation including water utilities, WAJ, and JVA to understand the performance of their system, to quantify the magnitude of NRW losses, better manage their resources, and to prioritize infrastructure repair and upgrade efforts. Capacity building activities to be conducted include, but are not limited to, on-job-training, formal training, review and comments on materials prepared, and other capacity building tools identified and agreed to by Water Utilities and USAID. The Contractor must build the Ministry of Water and Irrigation including water utilities, WAJ, and JVA capacity to:
● Support water utilities to implement the NRW master plan, and achieve their NRW reduction targets.
● Investigate, quantify, and report on NRW losses within routine operations and maintenance procedures. Early focus will be the zones of the NRW Project to establish baseline conditions.
● Manage data, i.e. collect, store, analyze, and report on findings derived from data on the NRW reduction effort, to develop information to help with decision-making.
● Determine the financial requirements for a long-term operation and maintenance (O&M) program for district zones in which non-revenue water reduction upgrades have been completed.
● Follow international norms and standard procedures to document NRW data and assist in the institutionalization of these procedures. Report on the NRW reduction relevant indicators, specify data required to measure success, and prepare reporting formats suitable for decision makers and communications.
● Develop a reporting method that tracks the water balance across the system, including bulk water transfers, cross-boundary water flows, and monitoring local reservoir levels.
● Develop permanent, regular, and standard reporting templates for operational data and information; such as bulk water transfers, cross-boundary water flow, and monitoring of local reservoir levels.
● Make evidence-based decisions for NRW reduction activities.
● Update the Geographic Information System (GIS), customer information system, and financial systems, and implement permanent procedures to ensure the accuracy of these systems is maintained, including using Global Positioning System (GPS) systems to record in real-time changes to the network. This capacity building effort starts at the very beginning of the program and water utilities’ performance is periodically monitored by the Contractor throughout the Project.
● Record the as-built drawings in the water utilities GIS in order to ensure updated and accurate information for all new construction completed.
● Assist water utilities to operationalize activities under Partner Government System (PGS)and assist in developing FARA agreements between USAID and the Ministry of
Water and Irrigation including water utilities, WAJ, and JVA for implementing NRW reduction activities. The Contractor must assist MWI in the preparation of the necessary supporting documents (Annexes) to the respective associate FARAs such as, the Schedule of payment that is based on completion of milestones and prepared based on cost estimates derived from the design and tender documents that will be prepared by water utilities or design consultant contracted by water utilities.
● Compile a list of NRW-related functions retained by Miyahuna, periodically audit these functions, and submit reports on the findings to USAID. Some NRW-related functions retained by Miyahuna include discounting bills based on customer objections, taking final meter readings and ensuring any difference from previous estimated bills is billed to the customer, and accounting for customer meter movements from place to place and in/out of Miyahuna’s custody.
● Monitor and report to USAID deficiencies in water utilities’ performance with regards to NRW reduction measures.
● Update MESC phase I gender analysis report and gender action plan identifying the Project-relevant gender challenges and opportunities, describing the recommended approach for addressing gender issues, and providing relevant performance indicators to measure achievements. Report on the gender indicators, as agreed with USAID, which will be tracked throughout the life of the program.
● Monitor project activities and report to USAID any actions that discriminate against, or disproportionately benefit, either gender. Provide assistance to water utilities in developing and mainstreaming participatory, gender sensitive models of NRW management.
● Support water utilities in implementing their Risk Mitigation Plan in accordance with the Public Financial Management Risk Assessment Framework (PFMRAF) requirements.
● Support water utilities in documenting NRW reduction activities success stories, technical abstracts, and scientific papers, and provide support for the NRW public awareness and outreach activities conducted by the water utilities.
Component 2 Outputs: MWI including water utilities, JVA and WAJ, independent of the Contractor, collects, stores, analyzes, and prepares information and reports for decision makers on NRW reduction efforts, lessons learned and successes. The Contractor must prepare reports to USAID, on achievements of the identified activities and other potential activities that are identified and mutually agreed upon during the implementation stage.
C.2.3 Reporting Requirements and Deliverables/Outputs
See Section F.7.
C.2.4 Staffing
The Contractor must provide staff that will achieve the SOW objectives with the respective level of effort and appropriate skill mix. Details of the minimum staff requirements are described in Section L.
[END OF SECTION C]
SECTION D – PACKAGING AND MARKING
D.1 AIDAR 752.7009 MARKING (JAN 1993)
(a) It is USAID policy that USAID-financed commodities and shipping containers, and project construction sites and other project locations be suitably marked with the USAID emblem.
Shipping containers are also to be marked with the last five digits of the USAID financing document number. As a general rule, marking is not required for raw materials shipped in bulk (such as coal, grain, etc.), or for semi-finished products which are not packaged.
(b) Specific guidance on marking requirements should be obtained prior to procurement of commodities to be shipped, and as early as possible for project construction sites and other project locations. This guidance will be provided through the cognizant technical office indicated on the cover page of this contract, or by the Mission Director in the Cooperating Country to which commodities are being shipped, or in which the project site is located.
(c) Authority to waive marking requirements is vested with the Regional Assistant Administrators, and with Mission Directors.
(d) A copy of any specific marking instructions or waivers from marking requirements is to be sent to the Contracting Officer; the original should be retained by the Contractor.
D.2 BRANDING
The Contractor must comply with the requirements of the policy directives and required procedures outlined in USAID Automated Directive System (ADS) 320.3.2 “Branding and Marking in USAID Direct Contracts” at http://www.usaid.gov/ads/policy/300/320; and USAID "Graphic Standards Manual" available at www.usaid.gov/branding, or any successor branding policy.
[END OF SECTION D]
SECTION E - INSPECTION AND ACCEPTANCE
E.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this solicitation. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.
NUMBER TITLE DATE
FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)
52.246-5 INSPECTION OF SERVICES – COST-REIMBURSEMENT APR 1984
E.2 INSPECTION AND ACCEPTANCE
USAID inspection and acceptance of services, reports and other required deliverables or outputs shall take place at:
USAID/Jordan Water Resources and Environment Office Amman, Jordan 6050 Amman Place or at any other location where the services are performed and reports and deliverables or outputs are produced or submitted. The Contracting Officer’s Representative (COR) listed in Section G has been delegated the authority to inspect and accept all services, reports and required deliverables or outputs.
Consistent with 52.246-5, the Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.
[END OF SECTION E]
SECTION F – DELIVERIES OR PERFORMANCE
F.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE
The following contract clauses pertinent to this section are hereby incorporated by reference (by Citation Number, Title, and Date) in accordance with the clause at FAR "52.252-2 CLAUSES INCORPORATED BY REFERENCE" in Section I of this contract. See FAR 52.252-2 for an internet address (if specified) for electronic access to the full text of a clause.
NUMBER TITLE DATE
FEDERAL ACQUISITION REGULATION (48 CFR Chapter 1)
52.242-15 STOP-WORK ORDER—ALTERNATE I AUG1989
Alternate I APR 1984
F.2 PERIOD OF PERFORMANCE
● The period of performance for this contract is three (3) years commencing from (To be completed at the time of award) and concluding on (To be completed at the time of award) with two (2) one-year options.
● If exercised, option year one (1) will commence (To be completed at the time of award) and concluding on (To be completed at the time of award).
● If exercised, option year two (2) will commence (To be completed at the time of award) and concluding on (To be completed at the time of award).
F.3 PLACE OF PERFORMANCE
The contract place of performance will be Jordan.
F.4 AUTHORIZED WORK WEEK
The Contractor is authorized up to a 5 day workweek for long-term staff in the field and 6 day workweek for short-term advisors in the field with no premium pay. This contract does not allow work in excess of 5 days per week without prior written approval by USAID’s Contracting Officer Representative (COR) and no overtime is authorized under this contract.
F.5 KEY PERSONNEL
Key personnel must include the Chief of Party, Deputy Chief of Party/Utility Specialist, and NRW Reduction Specialist and may, subject to USAID review and approval also include any other full time resident expatriate advisor(s) and Jordanian personnel functioning in positions deemed sensitive and critical to the achievement of each stated result provided in Section C.
The key personnel that the Contractor must furnish for the performance of the resulting contract are as follows:
● Chief of Party Name (TBD)
● Deputy Chief of Party/Utility Specialist Name (TBD)
● NRW Reduction Specialist Name (TBD)
Key personnel are considered to be essential to the work being performed hereunder. Prior to replacing any of the specified individuals, the Contractor must notify both the CO and the COR reasonably in advance and must submit written justification (including proposed substitutions) in sufficient detail to permit evaluation of the impact on the contract. No replacement may be made by the Contractor without the written approval of the CO.
The failure to provide the key personnel designated above may be considered nonperformance unless such failure exists beyond the control, and through no fault or negligence, of the Contractor.
USAID reserves the right to adjust the level of key personnel during the performance of this contract.
F.6 PERFORMANCE STANDARDS
The evaluation of the contractor's overall performance in accordance with the performance standards set forth in the resultant Performance Work Statement will be conducted jointly by the Contracting Officer’s Representative (COR) and the Contracting Officer in accordance with the Contractor Performance Assessment Reporting Systems (CPARS) and shall form the basis of the Contractor's permanent performance record with regard to this contract as required by FAR
42.15 and AIDAR 742.15.
The Contractor’s performance will be evaluated annually and at contract completion, utilizing the following factors:
(1) Quality
(2) Schedule
(2) Cost Control
(3) Management
(4) Small Business Subcontracting
(5) Regulatory Compliance
F.7 REPORTS AND DELIVERABLES/OUTPUTS
In addition to the requirements set forth for submission of reports in Sections I, and in accordance with AIDAR clause 752.242-70, Periodic Progress Reports, the Contractor must submit reports, deliverables or outputs as further described below to the COR.
The following are the required reporting requirements. The contractor should check both this section (F) and section C to ensure that all reporting requirements are addressed. All reports and other deliverables must be in the English language, unless otherwise specified by the COR. The reports must be concise and focus on the progress obtained, problems identified and measures proposed to overcome such problems. The reports must outline implications of any developments that might have a bearing on the overall achievement of the program’s goals.
a) Start-up Plan
Within 30 days after the award of the contract, the Contractor shall submit to the designated Contracting Officer Representative (COR) a start-up plan for contract activities that covers the first 90 day period after contract signature. Once approved, this plan will guide the organization of contract resources and initial activities. This start-up plan shall address: organization and initial personnel activities; development of management systems; and operationalizing procedures for implementation and management. An important component of this plan is the section detailing measures for developing a collaborative working relationship with the Non-Revenue Water Project, water entities staff, other donors, and other USAID activities. Part of this plan should also include discussion on how the Contractor will leverage ongoing NRW reduction efforts to build water entities capacity.
b) Life of Project Strategic Plan
Within the first 50 days after the award of the contract the Contractor must submit to the USAID COR a life of project strategic plan. The Strategic Plan will guide the project implementation for the life of the project. In this plan the Contractor must develop an overall strategy that explains operational approaches to accomplish the contract outputs. The Strategic Plan must contain, at a minimum, the following elements:
● Problems to be addressed during the life of the project;
● Technical approaches to be used in having the highest impact on reducing NRW using the resources provided;
● Allocation of contract resources among the contract components;
● Mechanisms and approaches to ensure coordination with other USAID funded activities
(e.g. Non-revenue Water Project) as well as other local and international organizations working on NRW reduction; and
● A written plan showing roles of USAID, the Contractor, and water entities that describes project activities and the responsibilities of all parties.
The Strategic Plan must form a point of departure for the preparation of Annual Work plans, for monitoring progress, and for the development of the quarterly reports (as outlined below).
c) Activity Monitoring, Evaluation & Learning (MEL) Plan
As per ADS 201, the Contractor is required to submit for COR approval an Activity Monitoring, Evaluation & Learning (MEL) Plan for the life of the Activity based on its proposed monitoring and evaluation (M&E) strategy for collecting, evaluating and validating data which will be used to measure overall progress towards Mission goals. The draft Activity MEL Plan is due to the COR within 120 days of the award. All aspects of the MEL Plan should be in line with USAID’s ADS 201 on assessing and learning and adhere to the following:
● Activities must have an approved Activity MEL Plan in place before major implementation actions begin. The COR will work with the Contractor and the Mission’s M&E Specialist(s) to ensure that the Activity MEL Plan is consistent with, and meets the data collection needs of the Mission’s Performance Management Plan (PMP), and the Mission’s annual Performance Plan and Report (PPR).
● Prior to submitting the AMELP, the activity should submit a theory of change, describing the causal and logical relationships between different levels of results, along with the associated interventions, indicators and other performance data, and critical assumptions under each result. The workplan should also present a logic model that illustrates these results, the causal and logical relationships between them, and the indicator and other performance data required to measure each. (Within 60 calendar days of contract award date).
● The MEL Plan should include narrative that clearly articulates the activity’s theory of change, describing the causal and logical relationships between different levels of results, along with the associated interventions, indicators and other performance data, and critical assumptions under each result. The MEL Plan should also present a logic model that illustrates these results, the causal and logical relationships between them, and the indicator and other performance data required to measure each.
● The MEL Plan should include approaches for a systematic, intentional and resourced approach to a strategic collaboration, continuous learning and adaptive management. In developing the MEL Plan, the Contractor should identify and describe: learning objectives with corresponding information needs; strategic opportunities to “pause and reflect” and coordinate and collaborate with stakeholders; approaches for regular learning to address the identified learning objectives; plans for documenting the knowledge and learning from these opportunities, and disseminating findings; resources (financial and human resources as well as tools) needed to implement learning approaches; and, approaches to adapting/adjusting implementation and programming as a result of this learning.
● The Contractor will develop performance indicators and establish baselines and targets for output, outcome, and impact level monitoring, as well as benchmarks for performance over the life of the activity. The MEL Plan should also contain metrics for the sustainability of successful interventions introduced with activity support. The COR will provide a list of Mission PMP indicators required for the activity.
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