WADI II Pre-Bidders Conference_02232021PPT.pptx.pdf

Tuesday, February 23, 2021 2 - 5pm EST A virtual event using Blue Jeans

Pre-bidders Conference for USAID’s Water and Development Indefinite Delivery Indefinite Quantity II Procurement

Welcome Remarks

Portia Persley Bureau for Resilience and Food Security Center for Water Security, Sanitation and Hygiene Global Strategy and Leadership Division Chief

DISCLAIMER

The following presentation is preliminary information only.

● All information provided is subject to change

● Government is not currently soliciting proposals

● Both verbal and written answers are not binding: the circumstances of the proposed acquisition may change over time

● Your involvement in the Virtual Pre-Bidders Conference is strictly voluntary. No costs shall be charged to the Government

● This session is being recorded; the recording will be shared with the public

Rules of Engagement | Protocol

Protocol of Virtual Pre-bidders Conference:

● Moderators and presenters will be the only ones speaking.

● Attendees will remain on mute.

● There shall be no video or audio recording by participants

Virtual Items to be shared via beta.sam.gov post conference:

● Recording of event & Powerpoint presentation

● List of attendees

● Gallery Walk of Organization Slides

● RFI Questions and Responses

Agenda 2:00-2:15pm Welcome and Run of Show

Portia Persley, Division Chief, Global Strategy and Leadership, Center for Water Security, Sanitation and Hygiene, Bureau for Resilience and Food Security

2:15-2:25pm Opening Remarks Maura Barry, Senior Deputy Assistant Administrator and Acting Global Water Coordinator, Bureau for Resilience and Food Security

2:25-2:50pm Presentation of the Global Water Strategy and the USAID Water and Development Plan Jeff Goldberg, Director, Center for Water Security, Sanitation and Hygiene, Bureau for Resilience and Food Security

2:50pm-3:20pm Overview of the IDIQ Stephanie Maurissen, WASH Advisor, Center for Water Security, Sanitation and Hygiene, Bureau for Resilience and Food Security

3:20-3:40pm OAA Overview of WADI II RFI Procurement Questions and Answers Rachel Baltes, Branch Chief, Bureau for Management, Office of Acquisition and Assistance

3:40-3:50pm Break

3:50-4:40pm Panel on Resources for Partners at USAID Crista Wise, Ombudsman and EEO Counselor, Bureau for Management, Office of Acquisition and Assistance Charles Aycock, Small Business Specialist, Office of Small and Disadvantaged Business Utilization, OSDBU

4:40-5:00pm Closing Portia Persley, Division Chief, Global Strategy and Leadership, Center for Water Security, Sanitation and Hygiene, Bureau for Resilience and Food Security

USAID’s Water and Development IDIQ - Services for a Water Secure World

Maura Barry Bureau for Resilience and Food Security Senior Deputy Assistant Administrator and Acting Global Water Coordinator

Reaching a Water-Secure World Overview of the USAID Water and Development Plan

Jeffrey Goldberg Bureau for Resilience and Food Security Center for Water Security, Sanitation and Hygiene Office Director

I. Why water matters

– Cuts across many key development goals.

II. Where we’ve been

– Consistent bipartisan support for water and sanitation assistance over the last fifteen years.

III. Where we are now

– USG Global Water Strategy

– USAID Plan framed by water security

IV. Where we’re going

– Supporting partner countries on their development journey from aid recipients to aid partners.

Outline

Why Water Matters Global Security, Health, and Economic Imperative

3 in 10 people worldwide lack safe drinking water - leading to more that 800,000 child deaths, annually.

6 in 10 people worldwide lack proper sanitation - costing economies $260 billion, annually.

Water stress affects more than 2 billion people around the world, a figure that is projected to rise.

Where We’ve Been Water for the World Act of 2014

In response to global water challenges, the Senator Paul Simon Water for the World Act passed with strong bipartisan support and was signed into law in December of 2014.

The Act requires a U.S. Global Water Strategy to coordinate and elevate U.S. leadership on global water and sanitation issues.

Specifically requires:

1. USAID Global Water Coordinator (DAA/SES) and State Special Advisor (DAS/SES)

2. USAID and DOS to develop a U.S.

Global Water Strategy every 5 years (through 2032), including USAID and State Agency Plans, and USAID high priority country plans

3. Annual designation of high priority countries by USAID based on need and opportunity criteria

4. Notification of intent to obligate WASH resources in countries outside of a top 50 global ‘needs index’

5. Designate a WASH Lead or POC in high priority countries

Congressional Directive for water and sanitation in the annual appropriation has increased steadily over the last decade to $450 million through FY20, with a $225 million sub-directive for Sub-Saharan Africa

Where We Have Been Water Directive

• U.S. Government believes in a water-secure world, where people and nations have the water they need to be healthy, prosperous, and resilient.

• Government-wide U.S. Global Water Strategy was released in November 2017.

• Water for the World Act requires that a strategy be in place until 2032.

• Dept. of State and USAID are co-leads. Includes contributions from 15 other agencies.

• Strategy and plan can be found at:

www.usaid.gov/what-we-do/water-and-sanitation /us-global-water-strategy

Where We Are U.S. Government’s Global Water Strategy and USAID https://www.usaid.gov/what-we-do/water-and-sanitation/us-global-water-strategy https://www.usaid.gov/what-we-do/water-and-sanitation/us-global-water-strategy

• New Water and Development Plan articulates USAID’s contribution to the GWS

• Goal: Increase the availability and sustainable management of safe water and sanitation for the underserved and most vulnerable, in alignment with U.S. national security and foreign policy objectives

• New plan builds upon lessons learned, and replaces the 2013 USAID Water and Development Strategy

1/12/2018 FOOTER GOES HERE 13

Where We Are USAID Water and Development Plan

HEALTHY

FRESHWATER

ECOSYSTEMS

EFFICIENT

AG. WATER

MGMT. FOR

FOOD

SECURITY

● USAID’s contribution to the strategy objectives are detailed in Agency’s Water and Development Plan. Takes a ‘systems’ approach beyond just ‘taps and toilets’.

● Aligns with global goals for reaching the underserved and most vulnerable.

● Elevates the importance of:

○ Governance and financing

○ Sanitation & hygiene

○ Water resources management

● Water directive covers all 4 DRs insofar as results tie back to safe drinking water and sanitation outcomes

● Complementary Results such as effective ag water management for food security

Where We Are What’s New?

Increase availability and sustainable management of safe water and sanitation for the unserved and most vulnerable

USAID GOAL

DEVELOPMENT RESULTS

D.R. 1

Strengthen Sector Governance and Financing

D.R. 2 Increase sustainable access and use of sanitation & the practice of key hygiene behaviors

D.R. 3

Increase sustainable access to safe drinking water

D.R. 4

Improve management of water resources

COMPLEMENTARY RESULTS

IMPROVED

LAND AND

RESOURCE

GOVERNANCE

WELL-

EDUCATED

POPULATIONS

EMERGENCY

WATER &

SANITATION

What is Water Security, Sanitation, and Hygiene?

1/12/2018 16

By 2022, USAID seeks to reach:

• 15 million people with sustainable access to safe drinking water services

• 8 million people with sustainable access to sanitation services

Also committed to reporting against new governance/finance and WRM DRs

TARGETS

USAID WATER AND

DEVELOPMENT PLAN

U

SA

ID

/M ad ag as ca r

• Pursuant to WftW Act needs and opportunity criteria, USAID designated 18 high priority countries under the GWS (13/18 in SSA):

PRIORITY COUNTRIES & REGIONS

● Afghanistan ● India ● Mali ● South Sudan

● D.R. Congo ● Indonesia ● Mozambique ● Tanzania

● Ethiopia ● Kenya ● Nigeria ● Uganda

● Ghana ● Liberia ● Nepal

● Haiti ● Madagascar ● Senegal

Target ‘Clients’

USAID works with governments, service providers, and communities in urban, peri-urban and rural areas to increase sustainable and safe access to water and sanitation.

As many as 300,000,000 people in sub-Saharan Africa are likely facing challenges accessing water services as a result of

COVID-19.

30,000,000 of those people may have already lost access to even basic water services*.

_Households are struggling to access WASH services_ Incomes have dropped, forcing people to switch to more affordable and lower quality water sources. Additionally, soap and menstrual hygiene supplies are getting more expensive and difficult to access.

_WASH service providers are struggling to provide services_ Revenues have declined as much as 70% while costs are increasing due to supply chain disruptions and new mandates.

*Based on modeling with inputs from WASHPaLS SMS survey findings across five countries.

Where We’re Going

● USAID helps partner countries on their own development journey to increasing their capacity to deliver sustainable water supply and sanitation are a foundational step.

● Partner countries going from aid recipients to partners (e.g. South Korea, Singapore, Malaysia)

● Water is cross-cutting and a way to make inroads in many development outcomes including health, economic growth, resilience and more.

Cheonggyecheon Stream, Seoul, Korea

WADI II Draft SOW Overview

Stephanie Maurissen Bureau for Resilience and Food Security Center for Water Security, Sanitation and Hygiene Technical Services Division WASH Advisor

Outline

● Setting the stage and looking back: WADI I

● WADI II

○ Overview

○ Cross-Cutting Services

○ Technical Areas

○ IDIQ Management

Kenya Boya Water Project Photo Credit:Chris Muturi/USAID KIWASH

Looking back: WADI I

WADI I Task Orders

Breakdown by Consortia Type

Breakdown by Region

WADI II Scope and Mission Interest

● Since 2008, the USAID annual appropriations for water supply and sanitation has continued to grow, and the number of annually designated High Priority Countries has almost doubled.

Over the period of performance of WADI II, USAID anticipates that IDIQ services will be procured by designated High Priority Countries, Strategic Priority Countries and Strategy/Plan aligned countries.

● USAID anticipates continued high demand for technical services to design, implement, as well as monitor, evaluate and learn from water security, sanitation and hygiene programming.

● In addition to its stated goal and development results, the USAID Water and Development Plan also includes a series of complementary results from other USAID investments that also may contribute indirectly to increased availability and sustainable management of safe water and sanitation including efficient agricultural water management for food security.

● SOWs for WADI II RFTOPs must demonstrate impact on drinking water, sanitation, hygiene and water resources management, but may include elements of complementary results.

WADI II Overview The Water Center seeks to procure assistance to provide services to USAID Missions and Bureaus to support the implementation of the Water and Development Plan.

WADI II builds upon learning from past activities and strategies:

● Ex-Post Evaluation Series

● Research Agenda

All relevant documents are available on the USAID Global Waters website.

There are two planned award categories: 1) unrestricted; and 2) total small or small disadvantaged business set-aside https://www.globalwaters.org/

WADI II Cross Cutting Services WADI II includes a wide array of technical areas:

● Data Collection and Management (ex. systems and technologies)

● Assessment and Analysis

● Strategic Planning and Project Design

● Capacity Building and Institutional Strengthening

● Policy, Legal, Regulatory and Institutional Support

● Technical Assistance and Service Delivery

● Shock Responsive and Adaptive Management Support

● Knowledge Management, Information Sharing, Cooperation and

Coordination

● Commodity Procurement

● Performance Monitoring, Evaluation and Learning RESERVED FOR

SMALL BUSINESS SET-ASIDE

WADI II Performance Technical Areas Illustrative sub-sectors:

● Water Resources Management

● Utility Management and Infrastructure

● Resilience, Nutrition and Food Security

● Environment

● Economic Growth and Energy

● Democracy and Governance

● Innovation, Research and Evaluation

● Knowledge Management

● Policy Analysis

Guatemala Photo Credit: Benjamin Ilka/USAID

IDIQ Management Management:

● Implementing Partner: IDIQ Manager

● USAID: CO and COR

● Plans for effective management and communication include: Quarterly Meetings with USAID and Prime Holders and/or Consortia teams

Construction activities at the Task Order level must comply with FAR Part 36, and USAID’s ADS 201

We anticipate approving Grants under Contracts at the IDIQ level.

Nepal Photo Credit:DevWorks International

OAA OVERVIEW OF WADI II PROCUREMENT

QUESTIONS & ANSWERS

Rachel Baltes Bureau for Management, Office of Acquisition and Assistance Branch Chief

WADI II - Phased Acquisition Approach

● USAID anticipates the use of a phased acquisition approach to lower barriers to entry for new partners and improve the acquisition process by using less-than-full proposals, pilot-phase approaches, and phased competition, including down-select processes.

● We aim to increase the diversity and range of partners and hope this process will help in this effort.

● For more information, please see USAID Procurement Executive’s Bulletin(PEB) NO. 20-02 Advisory Phased Acquisition Processes for more information.

https://www.usaid.gov/sites/default/files/documents/peb_20-02.pdf https://www.usaid.gov/sites/default/files/documents/peb_20-02.pdf

Business Forecast and High Level Questions

● USAID anticipates procuring the WADI II IDIQ using full and open procedures, not via a GSA schedule.

● USAID anticipates releasing the RFP in March 2021 and will ensure that sufficient time is given for bidders to consider and respond to the anticipated solicitation for

WADI II.

● Please review the Business Forecast periodically for any updates.

● USAID anticipates putting in place seven to 10 awards total.

○ The number of small business and unrestricted awards has not yet been determined.

WADI II IDIQ Questions

● Along with other types of acquisitions, USAID uses Indefinite Delivery, Indefinite Quantity (IDIQ) contracts to help achieve its Mission. Task Orders are issued and competed amongst the holders of the IDIQ.

○ Use of WADI II - USAID plans to share information both internally and externally via established agency channels and post award to highlight the launch and ensure missions are aware so that they can access technical services.

● USAID does not intend to include an illustrative or real Task Order (TO) in the Request for Proposal (RFP).

● The WADI II IDIQ will have a total estimated cost that will be shared by Small Businesses (SBs) and unrestricted Large Business holders. The maximum value of Task Orders to be set aside for SBs will be provided in the WADI II solicitation.

Questions Regarding Small Businesses

● USAID will continue to support the utilization of U.S. small businesses and support the agency's goal of maximizing the participation of small businesses in USAID procurements.

● USAID is also committed to facilitating the use of local nonprofit organizations and local private businesses in the implementation of development assistance.

● Overall, USAID is committed to helping partner countries meet their own development challenges, while also ensuring that U.S. taxpayer investments produce sustainable, long-term development outcomes.

● Promoting subcontracting opportunities for small business is a vital component of USAID's small business program. Subcontracting Plans and IDIQ Contracts: according to FAR 19.705(e), a contract may not have more than one subcontracting plan. However, a contracting officer may establish separate subcontracting goals for each [task] order under and indefinite-delivery, indefinite-quantity contract (19.705-1(b)(2).

● Small business holders will be encouraged to apply to all requests for task order proposals falling within the unrestricted category.

10 MINUTE BREAK

Portia Persley: Moderator

Panel:

● Crista Wise, USAID Ombudsman and Equal Employment Opportunity Counselor, Bureau for

Management, Office of Acquisition and Assistance

● Charles Aycock, Small Business Specialist, Office of Small and Disadvantaged Business

Utilization

PANEL: RESOURCES FOR PARTNERS AT USAID

CLOSING REMARKS

Portia Persley

Next Steps

● Please monitor the beta.sam.gov, USAID will post the following:

○ Recording of event & Powerpoint presentation

○ List of attendees

○ Gallery Walk of Organization Slides

○ Written Questions and Responses

● Resources

○ USAID WADI II Business Forecast

○ WADI II beta.sam.gov RFI posting

○ How to Work with USAID https://www.usaid.gov/business-forecast/search/award/a844cd12c5?search=&location=All&ouid%5B0%5D=171&solicitation_date%5Bmin%5D%5Bdate%5D=&solicitation_date%5Bmax%5D%5Bdate%5D=&award_date%5Bmin%5D%5Bdate%5D=&award_date%5Bmax%5D%5Bdate%5D=&naics=&specialist=&fy=All&sort_by=title&sort_order=ASC&items_per_page=10 https://beta.sam.gov/opp/6592c06680044d6fab29c65437ff4561/view?keywords=wadi&sort=-relevance&index=opp&is_active=true&page=1 https://www.usaid.gov/work-usaid/how-to-work-with-usaid