Att1_PWS.pdf

140R3020Q0075 - Agricultural Water Savings Pilot Study and Consultation Attachment 1 – PWS

ATTACHMENT 1 – PERFORMANCE WORK STATEMENT (PWS)

Agricultural Water Savings Pilot Study and Consultation, Lower Colorado River Basin

1.0 SCOPE

1.1 OBJECTIVE - The objective of this contract is to acquire consultant services to work collaboratively with a diversity of stakeholders to explore the current methods that are used to quantify certain agricultural water conservation activities in the Lower Colorado River Basin (Lower Basin), including the relationship of those methods to the quantification of Lower Basin consumptive use consistent with Lower Basin water management and accounting, and to recommend approaches to improve agricultural water conservation quantification methods.

1.2 BACKGROUND - This pilot has been funded as part of an initiative through the Department of the Interior’s WaterSMART Program which allows Reclamation to work with state and local partners to update or expand analyses, develop strategies, or solutions for water management options and challenges identified in previously completed basin studies. Water management option pilots are intended to be informed by, build upon, and include additional analysis beyond the WaterSMART-funded basin study, such as the Colorado River Basin Water Supply and Demand Study which was completed in 2012 and Colorado River Basin Stakeholders Moving Forward to Address Challenges Identified in the Colorado River Basin Water Supply and Demand Study Phase 1 Report (see 2.0 References).

The United States Department of the Interior’s Bureau of Reclamation (Reclamation), the Central Arizona Water Conservation District, the Southern Nevada Water Authority, and the Metropolitan Water District of Southern California (Partners) commit to collaboratively work together, oversee and complete a study more formally identified in the submitted and selected proposal as “Exploration of Quantification Methods for Deficit Irrigation, Seasonal Fallowing, and Irrigation Conversion of Irrigated Agriculture in the Lower Colorado River Basin.” Herein, this project will be identified as the “Lower Colorado Ag Water Savings Pilot” or “Pilot”.

The geographic area of interest for this Pilot is the Lower Colorado River Basin in the United States and that geographical area in Arizona or California outside the natural/physiographical Lower Basin that is supplied with imported Colorado River water.

2.0 REFERENCES – Extensive knowledge of the following reference documents, including the institutions, processes and stakeholder relationships that were developed to create them, is essential to the performance of this contract:

1. Bureau of Reclamation. (2012). Colorado River Basin Water Supply and Demand

Study. Retrieved from:

https://www.usbr.gov/lc/region/programs/crbstudy/finalreport/Study%20Report/C RBS_Study_Report_FINAL.pdf

2. Bureau of Reclamation. (2015). Colorado River Basin Stakeholders Moving

Forward to Address Challenges Identified in the Colorado River Basin Water Supply and Demand Study Phase 1 Report. Retrieved from:

https://www.usbr.gov/lc/region/programs/crbstudy/MovingForward/Phase1Report /fullreport.pdf

3.0 TASKS - The consultant shall perform the following tasks:

Task 1 – No consultant work under this Task. Note that this task will be conducted by

Reclamation and its Partners, prior to the award of this contract, but is included in this document for reference only.

Task 2 – Stakeholder Workshop - Scope Refinement and Case Study Definition:

Reclamation and the consultant will convene a stakeholder workshop to:

Refresh the participants on the relevant findings from the Colorado River Basin Water Supply and Demand Study and the follow-on effort known as the Moving Forward Effort (see 2.0 References) to ensure that the Pilot is informed by but does not duplicate past efforts.

Identify how the Pilot will help further the “Opportunities for Potential Future Actions” identified in Table 1 of the Moving Forward report Refine the scope of the Pilot and specific elements of the Pilot schedule and milestones (as appropriate, but without affecting the broad schedule and milestones described herein), and seek additional input from stakeholders on:

Conservation actions to focus on, available literature, studies, and recent, on-going, and planned efforts.

The relationship of conservation actions to the quantification of consumptive use within Reclamation’s Decree Accounting, and their role within Lower Basin water management.

Discuss the Pilot approach as an investigation of “Case Studies” and seek input and consensus from stakeholders on definitions and approaches.

Milestone 1 – Summary of Refined Scope and Case Study Definition: The consultant will document the results of the stakeholder workshop by preparing a technical memorandum (Technical Memorandum 1). The Partners will review and comment on the memorandum, and the consultant will incorporate appropriate edits and refinements.

A review process will be conducted for the stakeholders as well.

Task 3 – Literature Review of Seasonal Fallowing, Deficit Irrigation, and Irrigation

Conversion Activities - Emphasis on Quantification Methodologies: The consultant will conduct a review of academic and technical literature for the purpose of discovering consumptive use quantification methodologies and approaches related to quantification of water conserved from full-year agricultural cropland fallowing, seasonal or partial-year cropland fallowing, deficit irrigation, switching crops or crop rotations to alternate crops requiring less irrigation water, irrigation methodology conversions, and similar topics. The consultant will prioritize literature addressing these topics in the Lower Basin. The consultant will document the literature reviewed and provide an annotated bibliography of selected references.

Task 4 – Review and Summarize Seasonal Fallowing, Deficit Irrigation, and Irrigation

Conversion Activities in the Lower Basin: The consultant will review recent, on-going, and planned seasonal fallowing, deficit irrigation, and irrigation water conversion efforts in the Lower Basin to document quantification methodologies and approaches including observed results, findings, and quantification of consumptive use outcomes.

Milestone 2 – Summary of Significant Findings from Literature Review and Recent/Current Activities in the Lower Basin: The consultant will prepare a technical memorandum (Technical Memorandum 2) summarizing the results of Task 3 and 4. The Partners will review and comment on the memorandum. The consultant will incorporate and revise the memorandum as appropriate. A review process will be conducted for the stakeholders as well.

Task 5 – Stakeholder Workshop - Case Study Definitions and Selection: Reclamation and the consultant will convene a workshop with the stakeholders. Based on the results of Tasks 1-4, the workshop will:

Identify and recommend relevant case study opportunities in the Lower Basin and seek input from the stakeholders on the opportunities;

Review the opportunities and related constraints or limitations, sites selected, and evaluation process; and Develop consensus recommendations for pursuing case studies to explore.

Milestone 3 – Summary of Case Study Definitions, Site Selection, and Evaluation Process: The consultant will prepare a technical memorandum (Technical Memorandum

3) documenting the results of the workshop outlined in Task 5. The Partners will provide review and comment. The consultant will revise the memorandum as appropriate. A review process will be conducted for the stakeholders as well.

Task 6 – Site Visits and Interviews: The consultant will contact representatives of the selected case studies and obtain consent for participation. The consultant (and as appropriate the Partners) will conduct site visits and interviews with selected case study participants. The visits and interviews will be focused on obtaining information and site-specific perspectives on the impacts (positive and negative) of the identified activities, as well as limitations or constraints on quantification methods, and opportunities for improvements.

Task 7 – Case Studies and Technical Reviews with Emphasis on Quantification Methodologies: The consultant will summarize the case studies and provide a technical review of the quantification methods employed in the case studies and their relationship with the quantification of consumptive use and Reclamation’s Decree Accounting in the Lower Basin. The consultant will review and compare the applied quantification methods to the approaches identified in the literature review. The consultant will provide an assessment of opportunities to improve or enhance quantification methods based on Tasks 1-6.

Milestone 4 – Draft Report and Stakeholder Review: The consultant will prepare a draft report, summarizing the results of all the tasks. The consultant will provide recommendations to improve and enhance the quantification methods studied. Reclamation and the Partners will review and provide comments on the Draft Report. The consultant will review the comments and edits and incorporate changes as appropriate. A review process will be conducted for the stakeholders as well.

Task 8 – Stakeholder Workshop - Draft Review of Case Studies: Reclamation and the consultant will convene a stakeholder workshop. The workshop will:

Present the case studies and review of the findings from the case studies; and Obtain input through focused discussion with stakeholders regarding the case studies and preliminary findings.

Milestone 5 – Final Report: The consultant, with input from the Partners, will prepare the final report.

3.1 PERFORMANCE SCHEDULE - The following table presents a detailed schedule by task/milestone:

TABLE A. PERFORMANCE SCHEDULE

Task 2 - Stakeholder Workshop - Scope Refinement & Case Study Definition

Responsible Group

Duration in week days 9/18/2020 1/4/2021

Refresh on Basin Study & Moving Forward effort

Contractor 14 9/25/2020 10/9/2020

Identify this pilot study connection with previous efforts

Contractor 14 10/9/2020 10/23/2020

Refine scope of pilot including available literature/studies and recent/ongoing efforts

Contractor 14 10/23/2020 11/6/2020

Prep for Workshop (Proposed Location: Boulder City, Reclamation conf. rooms to reduce cost) - Partners & Contractor need to estimate their travel costs

Contractor 4 9/25/2020 9/28/2020

Conduct Workshop with Partners & Stakeholders Contractor, Partners 4 11/6/2020 11/9/2020

Draft Technical Memorandum 1 Contractor 7 11/9/2020 11/16/2020

Partners' Review Partners 14 11/16/2020 11/30/2020

Incorporate Comments/Distribute to Stakeholders Contractor 7 11/30/2020 12/7/2020

Stakeholder Review Stakeholders 14 12/7/2020 12/21/2020

Incorporate Comments with Partners/Finalize Technical Memorandum 1

Contractor 14 12/21/2020 1/4/2021

*Milestone 1 - Technical Memorandum 1:

Summary of Refined Scope & Case Study Definition

Task 3 - Literature Review of Seasonal Fallowing, Deficit Irrigation & Irrigation Conversion Activities - Emphasis on Quantification Methodologies

11/16/2020 1/15/2021

Conduct literature review to include new research and findings since the 2015 Moving Forward Report

Contractor 60 11/16/2020 1/15/2021

Document literature review & provide an bibliography of selected references

Contractor 60 11/16/2020 1/15/2021

Task 4 - Review and Summarize Seasonal Fallowing, Deficit Irrigation & Irrigation Conversion Activities in the Lower Basin

11/16/2020 4/4/2021

Review recent, ongoing, and upcoming water conservation efforts in the LCB

Contractor 30 11/16/2020 12/16/2020

Document quantification methodologies/approaches including observed results and findings

Contractor 30 12/16/2020 1/15/2021

Partners' Review Partners 14 1/15/2021 1/30/2021

Incorporate Comments Contractor 14 1/30/2021 2/14/2021

Distribute Final to Stakeholders Contractor 7 2/28/2021 3/7/2021

Stakeholder Review Stakeholders 14 3/7/2021 3/21/2021

Incorporate Comments with Partners/Finalize Technical Memorandum 2

Contractor 14 3/21/2021 4/4/2021

*Milestone 2 - Technical Memorandum 2:

Summary of Significant Findings from Task 3 Literature Review & Task 4 Recent/Current Activities in the Lower Basin

Task 5 - Stakeholder Workshop - Case Study Definitions & Selection

1/15/2021 5/23/2021

Prep for Workshop (Proposed Location:

CAWCD to save room rental costs) - Partners and Contractor need to estimate their travel costs.

Contractor 4 1/15/2021 1/19/2021

Conduct Workshop with Partners & Stakeholders Contractor 4 3/14/2021 3/18/2021

Draft Technical Memorandum 3 Contractor 7 4/4/2021 4/11/2021

Partners' Review Partners 14 4/11/2021 4/25/2021

Incorporate Comments/Distribute to Stakeholders Contractor 7 4/25/2021 5/2/2021

Stakeholder Review Stakeholders 14 4/25/2021 5/9/2021

Incorporate Comments with Partners/Finalize Technical Memorandum 3

Contractor 14 5/9/2021 5/23/2021

*Milestone 3 - Technical Memorandum 3 - Summary of Case Study Definitions, Site Selection & Evaluation Process

Task 6 - Site Visits & Interviews (possible locations below)

5/23/2021 5/30/2021

CRIT/Tribal Contractor/

Partners 1 5/23/2021 5/23/2021

PVID

Contractor/

Partners 1 5/24/2021 5/24/2021

Bard Contractor/

Partners 1 5/25/2021 5/25/2021

Yuma Ag Districts Contractor/

Partners 1 5/26/2021 5/26/2021

Central Arizona Ag Districts Contractor/

Partners 1 5/27/2021 5/27/2021

TBD

Contractor/

Partners 1 5/30/2021 5/30/2021

Task 7 - Case Studies & Tech. Reviews w/ Emphasis on Quantification Methodologies

5/30/2021 9/9/2021

Summarize Case Studies in Draft Report Contractor 60 5/30/2021 7/29/2021

Partners' Review Partners 14 7/29/2021 8/12/2021

Incorporate Comments/Distribute to Stakeholders Contractor 7 8/12/2021 8/19/2021

Stakeholder Review Stakeholders 14 8/12/2021 8/26/2021 Incorporate Comments with Partners/Finalize

Draft Report Contractor 14 8/26/2021 9/9/2021

*Milestone 4 - Draft Report ◊

Task 8 - Stakeholder Workshop - Draft Review of Case Studies

7/29/2021 11/13/2021

Prep for Workshop (Proposed Location: CA or MWD to save room rental costs) - Partners and Contractor need to estimate their travel costs.

Contractor 30 7/29/2021 8/28/2021

Conduct Workshop with Partners & Stakeholders Contractor 2 9/2/2021 9/4/2021

Partners Review Partners 14 9/9/2021 9/23/2021

Legal or Management Review Partners 30 9/9/2021 10/9/2021

WaterSMART Assigned Peer Reviewer Reclamation 30 9/9/2021 10/9/2021

Incorporate Comments/Distribute to Stakeholders Contractor 7 10/9/2021 10/16/2021

Stakeholder Review Stakeholders 14 10/16/2021 10/30/2021 Incorporate Comments with Partners/Finalize

Final Report Contractor 14 10/30/2021 11/13/2021

*Milestone 5 - Final Report ◊

3.2 RESPONSIBILITIES OF THE PARTIES

Consultant responsibilities may include:

1. Review documents in 2.0 REFERENCES to ensure this effort does not duplicate prior efforts, but builds on the prior studies.

2. Complete the consultant deliverables described in each “3.0 TASKS”.

3. Meet each deadline specified in “3.1 SCHEDULE” assigned to the consultant.

4. Provide a shared drive for document sharing with partners and stakeholders.

5. The contractor will prepare an email to interested stakeholders for Reclamation to send:

Prior to each workshop, The start of each review period, and After each report is complete.

6. Email distribution will be an important tool in communicating with stakeholders to keep them informed of upcoming workshops, interviews, and review of reports. Any comments or questions received will be acknowledged and addressed in a timely manner.

7. Incorporate the three technical memorandums into the final report followed by findings.

8. Examples of admin support under this contract include, but are not limited to: Arranging workshop and interview logistics during standard work hours (Monday-Friday, 8am-5pm, local time), communicating meeting logistics (physical location and webinar) with the appropriate Partners, and emailing the logistics, meeting materials, draft documents to the Partners (which will be distributed by Reclamation to the stakeholders), and responding to information requests.

9. Examples of the technical support under this contract include: preparing presentation materials, leading the workshops and interviews, developing plans, gathering data and conducting analyses, and preparing reports. The consultant shall compile, analyze, interpret, and synthesize the data and information necessary for the development of the three technical memorandums and the preparation of an integrated draft and final report.

10. Examples of leadership and oversight support under this contract include:

Developing positive and productive relationships with Partners and stakeholders.

Resolving disagreements and unexpected difficulties using collaborative techniques.

Managing schedule and budget to ensure timely, quality deliverables. Notify

Partners of any delays and actions to be taken to get back on schedule.

Ensure work being performed is within the project scope.

The Partners’ responsibilities may include:

1. Serving as the study managers, managing and overseeing this contract, designating technical staff to perform the work described in the tasks identified above, performing outreach and information activities as may be needed, and coordinating reviews within each agency.

2. Participating in the ongoing drafting, review, and revision of project documents, such as presentation materials and draft reports to include, but not be limited to, formulating text and narrative, and reviewing and correcting computation and quantification calculations.

4.0 DATA, REPORTS, & DELIVERABLES - The consultant shall provide the below data, reports, and deliverables on time or early (see “3.1 SCHEDULE”). Invoices shall be submitted after each final milestone/deliverable is received, inspected and accepted by the COR (see Attachment 2 – Price Schedule).

TABLE B. DELIVERABLES

Item No.

Deliverable Content Format Medium Delivery

1 Technical Memorandum 1 - Summary of Refined Scope and Case Study Definition

See “3.0 TASKS” for a description of what should be included in the report.

Any format, however needs to be Reclamation Visual Identity (VI) compliant (attached).

Reports/documents shall be delivered as text selectable .pdf files and Microsoft word files.

Any GIS data, analysis, maps, etc. will be provided with metadata.

Electronic

2 Technical Memorandum 2 - Summary of Significant Findings from Literature Review and Recent/Current Activities in the Lower Basin

See “3.0 TASKS” for a description of what should be needs to be Reclamation VI compliant (attached).

Reports/documents shall be delivered as text selectable .pdf files and Microsoft word files.

Any GIS data, analysis, maps, etc. will be provided with metadata.

Electronic

3 Technical Memorandum 3 - Summary of Case Study Definitions, Site Selection, and

See “3.0 TASKS” for a description of what should be needs to be Reclamation VI compliant (attached).

Reports/documents shall be delivered as text selectable .pdf files and Microsoft word files.

Any GIS data, analysis, maps, etc. will be provided with metadata.

Electronic

Evaluation Process

4 Draft Report and Stakeholder Review

See “3.0 TASKS” for a description of what should be needs to be Reclamation VI compliant (attached).

Reports/documents shall be delivered as text selectable .pdf files and Microsoft word files.

Any GIS data, analysis, maps, etc. will be provided with metadata.

Electronic.

5 Final Report See “3.0 TASKS” for a description of what should be needs to be Reclamation VI compliant (attached).

Reports/documents shall be delivered as text selectable .pdf files and Microsoft word files.

Any GIS data, analysis, maps, etc. will be provided with metadata.

Electronic

5.0 PERFORMANCE REQUIREMENTS SUMMARY (PRS)

TABLE C. PRS TABLE

Performance Objective

Performance Standard Acceptable Quality Level

(AQL)

Method of Surveillance

Performance Incentive/

Disincentive

1. Leadership:

Partnership Development

Demonstrated proficiency in the Lower Colorado River Basin in developing positive, respectful, trusted, and productive partnerships with agricultural producers and organizations.

Consistently develops positive relationships and resolves disagreements to reach productive outcomes.

Widely viewed as trusted and unbiased.

Government observation of contractor’s behavior in engaging with project participants.

Positive/Negative Past Performance Rating

2. Leadership:

Facilitation and Collaboration Expertise

Demonstrated proficiency in the Lower Colorado River Basin in organizing and facilitating multi-sector

Plans, organizes and leads meetings and workshops, promptly replies

Government observation of contractor’s management of the overall

Positive/Negative

(agricultural, environmental, and municipal) stakeholder forums to achieve consensus on complex and controversial agricultural water use and conservation topics.

to inquiries from the Partners and stakeholders, and gives adequate notice of workshops and draft technical memos and reports in accordance with the performance schedule performance schedule and workshops

3. Reports:

Technical Expertise

Content demonstrates technical expertise in understanding and evaluating common and novel agricultural water use and conservation practices across a wide range of physical (e.g., weather, soil structure, crop type, etc.) and administrative conditions (e.g., legal limitations, data limitations) within the Lower Colorado River Basin institutional water management structure.

Content demonstrates expertise and technical continuity with two key past studies: (1) Colorado River Basin Water Supply and Demand Study (Reclamation 2012); and

(2) Colorado River Basin Stakeholders Moving Forward to Address Challenges

Submitted report(s) require no additional technical inquiries from the Government

Government review of reports submitted (draft and final reviews)

Positive/Negative Past Performance Rating or Negotiated Consideration from Contractor

Identified in the Colorado River Basin Water Supply and Demand Study Phase 1 Report (Reclamation 2015).

4. Reports:

Content and Organization

Demonstrated ability to synthesize large amounts of complex technical information into concise documents useful to technical and non-technical audiences, clear organization, and application of Reclamation’s visual identity requirements.

Content is not repetitive and follows a logical order

Government review of reports submitted (draft and final reviews)

Positive/Negative Past Performance Rating

5. Reports:

Timeliness

Reports are submitted in accordance with the schedule to maintain the integrity of the performance end date.

Government receives the reports on or before the day they are due.

Government review of reports submitted (draft and final reviews)

Positive/Negative

6. Reports:

Grammatical Errors

Content is substantially free of grammatical and spelling errors.

Each draft technical memorandum and report submitted, requires no more than 1 grammatical or spelling error per 3 pages and the final of each contains no errors.

Government review of reports submitted (draft and final reviews)

Positive/Negative

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