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Request for Proposals (RFP), Delta Monitoring Enterprise Review

Request for Proposals (RFP) Solicitation

RFP #18001, Delta Monitoring Enterprise Review

 

Click here for the Notification of Award RFP #18001, Monitoring Enterprise Review

 

Click here for Notice of Intent to Award RFP #18001, Monitoring Enterprise Review

 

Submittal packages were due October 4, 2018 at 11:00 a.m.

 

SOLICITATION DOCUMENTS

To view the RFP #18001 Solicitation, please click here.

To view the RFP #18001 Submittal Packet Template, please click here.

To view the RFP Attendee Teleconference Contact List, please click here.

If you wish to view the public posting for RFQ #18001, please click here to visit the Cal-eProcure website.  After accessing the Event Details, scroll down and click on “View Event Package” and then click on “View” for each File to “Download Attachment”.

 

TIMELINE

  • August 8, 2018 – RFP Available to Perspective Respondents
  • August 20, 2018 @ 3:00 p.m. – Last date/time to register for Mandatory Pre-bid Teleconference
  • August 21, 2018 @ 10:00 a.m. – Mandatory Pre-bid Teleconference 
  • September 5, 2018 @ 2:00 p.m. – Written Questions Due.
  • September 7, 2018 - Council Provides Answers to Submitted Questions
  • October 4, 2018 @ 11:00 a.m. – RFP Submittal Packages Due
  • October 4 - 25, 2018 – RFP Evaluation Process
  • October 26 2018 – Notice of Intent to Award
  • November 2, 2018 – Notice of Award
  • December 7, 2018 – Anticipated Contract Effective Date

 

For more information, please contact:

 

SUMMARY OF THE SOLICITATION

  1. Purpose

The Delta Reform Act of 2009 charged the Delta Stewardship Council (Council) to appoint a Delta Independent Science Board (Delta ISB) with oversight of the scientific research, monitoring, and assessment programs that support adaptive management in the Sacramento-San Joaquin Delta (the Delta). Due to the high number of individual programs to review and the limited time to accomplish them, the Delta ISB is meeting its review mandate by bundling known programs into thematic “bins” that tend to follow the current organization of the Delta Plan. To date, the Delta ISB has completed reviews of:

  • Ecosystem Restoration
  • Fish and Flows
  • Adaptive Management
  • Delta Levees
  • Water Quality

 

The ongoing and completed reviews by the Delta ISB highlight the importance of monitoring in the Delta. These reviews provide recommendations for maintaining or increasing the value of these monitoring efforts in terms of the specific themes covered. Therefore, the Delta ISB has decided to undertake a review of the overall monitoring enterprise in the Delta.

 

The monitoring enterprise in the Delta ranges across many disciplines in the natural and biological sciences, and extends into the social sciences as well. These programs, while expensive, are important to many regulatory and research activities in the Delta. The monitoring data, in some cases now collected over decades, have improved management and planning decisions. Of key interest to the Delta ISB (and consistent with the provisions of the Delta Reform Act of 2009), monitoring is also an essential part of adaptive management, a vital component of the Delta science enterprise.1

 

Council has budgeted up to $500,000 to accomplish the desired Description of Services.

 

  1. Description of Services

The Review Process

The Delta ISB review will have two major components. Component 1 shall be completed by the Contractor, and Component 2 shall be conducted by the Delta ISB.

 

Component 1 is the subject of this Request for Proposals (RFP), which will result in a contract issued to gather and synthesize information about monitoring programs throughout the Delta, and how these programs are being used explicitly or implicitly in supporting adaptive management [Water Code Section 85280(a)(3)].

 

Component 2 is the Delta ISB’s evaluation and preparation of a report on the Delta monitoring enterprise through assessment and evaluation of the information prepared from the Component 1 inventory, and from additional interviews conducted by the Delta ISB with personnel involved in the monitoring enterprise in the Delta. The objective of the Delta ISB’s report is to develop recommendations that may improve how: current and future monitoring programs meet informational needs of management agencies; individual and larger-scale monitoring programs can be better coordinated; and monitoring data can support implementation of adaptive management and assessments of performance measures.

 

Component 2 will be conducted by the Delta ISB as part of their mandate, as described above. Portions of the two components may run in parallel.

 

Expectation of Work

The Contractor is expected to compile and organize a comprehensive inventory of current, on-going, and planned Delta monitoring activities in support of adaptive management, and of the management and policy needs related to monitoring programs. The monitoring inventory shall include A) physical, chemical and biological components of the Delta, and B) social and economic drivers2 of ecosystem function and processes (e.g., effects of land use and recreational fishing on water quality or aquatic communities).

 

There are many different approaches with compiling and organizing a comprehensive inventory of Delta monitoring activities. Therefore, creative and innovative approaches to the expected work are strongly encouraged. The end goal for Component 1 is for the Contractor to produce a report with inventory results, and review and synthesis of the comprehensive monitoring inventory that sets the stage for Component 2 by the Delta ISB. The intent of both components 1 and 2 of the review is to consider in detail the scientific basis of the monitoring activities and the information generated by that monitoring.

 

The Contractor is expected to communicate progress and seek periodic input from selected members of the Delta ISB during the inventory process and as interim products are developed.

The Contractor may consider the following activities when gathering and synthesizing  information about monitoring programs throughout the Delta to complete Component 1.

 

Activity 1:  Prior Monitoring Reviews and Methods Used

To assist in the completion of Activity 2 (below), the Contractor should also consider all prior monitoring program reviews and methods including but not limited to:

 

The Contractor should also consider current relevant efforts and trends in environmental data management such as:

 

  • Efforts of the Delta Science Program to develop a web-based tracking system to track research projects, monitoring, modeling, and other science activities in the Delta.
  • Efforts to implement the Open and Transparent Water Data Act (AB1755) and related interim products generated by the Data Management Steering Committee: https://water.ca.gov/Programs/All-Programs/AB-1755
  • Efforts of the IEP’s Data Utilization Workgroup (DUWG) to make IEP data accessible and increase operability for IEP groups.

 

Activity 2: Inventory of Delta Monitoring Activities, Analysis and Synthesis

Activity 2 will form the bulk of contract services. The Contractor is expected to compile and organize a comprehensive inventory of Delta monitoring activities, and of policy, management, and agencies’ operational needs that monitoring programs are intended to inform. Information about each monitoring program for Activity 2 may include, but it is not limited to, the following:

  1. The goals and objectives of their monitoring program(s)
  2. Environmental management or compliance concerns being addressed
  3. Description and proportion of activities related to the administrative activities, legal requirements, and/or improvements in environmental management aspects of the program
  4. Geographic coverage, including current and past spatial extent
  5. Linkages for species and processes that are appropriate for monitoring throughout the interconnected Delta, Bay, and Pacific Ocean system, and the upstream Sacramento and San Joaquin rivers
  6. Length of time (temporal longevity) of the program and timetable of changes to it
  7. Group doing data collection (e.g. agency personnel, contractors)
  8. Time, space, and parameter scales of the monitoring program
  9. Program costs
  10. Description of specificity of requirements and flexibility available in conducting monitoring programs
  11. Quality assurance and control procedures
  12. Degree of coordination with other agencies and groups doing related monitoring, and description of groups
  13. Extent of data availability and sharing of data with other agencies and groups doing monitoring, and description of groups
  14. Level of integration of data with other agencies and groups doing monitoring, and description of groups
  15. Description of biological components of Delta communities or physical-chemical parameters being measured and how they relate to the purpose of the monitoring program, or for social sciences that can be considered drivers, how parameters being measured relate to management decisions about ecosystem functions and processes
  16. Descriptions of potential redundancies in information obtained among monitoring programs
  17. Description of possible ways, if any, to increase efficiencies in information obtained among monitoring programs
  18. Description of approaches used to achieve a high level of scientific rigor (sampling design, statistical power, etc.) to meet the needs of management and policy decisions
  19. Description of gaps in monitoring programs needed to meet the needs of management and policy decisions.

 

We expect that the comprehensive inventory will include more than a collection of existing inventories, i.e., it should include some interviews or other collection methods to extend beyond existing inventories. The inventory should be accessible and that can be queried so that it can be used by the ISB for further analysis in Component 2. There is no requirement for maintenance of the inventory into the future as part of this RFP. In addition to the above activities, we expect that the Contractor will also provide some preliminary analysis and synthesis of the information obtained in the inventory, e.g., meta-analysis. A description of the proposed analytical approach should be included in the Proposer’s Proposal.

 

Activity 3: Communications with the Delta ISB

The Contractor shall report to the Monitoring Enterprise Review work group of the Delta ISB that is overseeing and developing draft review products at pre-arranged meetings to ensure that the report and its scope are comprehensive and organized in a way the Delta ISB finds useful for Component 2. The communications should include at least four interactions with the Delta ISB work group, such as at the beginning of the effort to develop the comprehensive inventory methodology and during any completion of any draft products for Component 1. The work group generally meets prior to the Delta ISB bi-monthly face-to-face meetings, and the Contractor may be asked to be available for questions by the full Delta ISB.

 

Expected Deliverables

The deliverables for Component 1 may differ based on the approach taken by the Contractor for the inventory. Some ideas for expected products are below.

  1. Interim and final report(s) of the comprehensive inventory of Delta monitoring activities, and of policy, management, and agencies’ operational needs that monitoring programs are intended to inform.

Based on the approach taken, the Contractor may consider drafting multiple reports rather than a single report for different activities in Component 1. Ideas include, but are not limited to

  1. Interim and final memorandum/report on prior monitoring reviews, lessons learned, and their applicability to the Delta ISB Monitoring Enterprise review.
  2. Interim and final report on the inventory of the physical, chemical, and biological monitoring programs including all original documentation and references.
  3. Interim and final report on the inventory of monitoring programs of the social and economic drivers of ecosystem function and processes including all original documentation and references.
  1. Presentations to selected members of the Delta ISB and the full Board, as requested by the DISB Chair.

 

Expected Timeline

Upon issuance of a contract, the work is expected to be completed within a twelve-month period. However, the Contractor should not be confined in its proposal to this time frame and should consider coming up with an expected timeline based on the approach the Contractor plans to take. 

 

An example of a timeline is below with the assumption that a contract will be in place by December 2018. It also assumes that the contractor will prepare three different reports to complete Component 1.

 

Initial Meeting

January 2019

  • Initial meeting with the Delta ISB to discuss and/or develop the comprehensive inventory methodology.

Interim and Final Report on Prior Reviews and Lessons Learned

April 2019

  • Contractor delivers interim report on prior monitoring reviews and lessons learned.

July 2019

  • Contractor delivers final report on prior monitoring reviews and lessons learned.

 

Interim and Final Report on Physical, Chemical and Biological Monitoring Programs

August 2019

  • Contractor delivers interim report on physical, chemical and biological monitoring programs.

September 2019

  • Contractor delivers final report on physical, chemical and biological monitoring programs.

 

Interim and Final Report on Social and Economic Drivers of Ecosystem Function and Process

October 2019

  • Contractor delivers interim report on social and economic drivers of ecosystem function and processes.

December 2019

  • Contractor delivers final report on social and economic drivers of ecosystem function and processes.

 

Final Presentation

December 2019

  • Contractor delivers a final presentation of the three individual reports to the Delta ISB.

 

NOTE:  The original prospectus for the Delta Independent Science Board’s Review of the Monitoring Enterprise in the Sacramento-San Joaquin Delta    http://deltacouncil.ca.gov/docs/delta-isb-delta-monitoring-enterprise-prospectus-dated-4617

 

Timelines shall be adjusted per the Proposer’s Proposal.

 

______________________

1 Science Enterprise refers to the collection of science programs and activities that exist to serve managers and stakeholders in a regional system. The elements of an enterprise range from in-house programs within individual agencies or other organizations to large-scale collaborative science programs funded by governments. Included in this definition is academic research, recognizing that academic researchers often operate independently of management and stakeholder entities. Defined in The Science Enterprise Workshop: Supporting and Implementing Collaborative Science. Proceedings Report (2016).

 

2Social and economic drivers might include cultural, recreational, agricultural, economic, levee and water infrastructure, risk reduction and climate change related components.

 

Coequal goals

The Delta Stewardship Council was created in legislation to achieve the state mandated coequal goals for the Delta. "'Coequal goals' means the two goals of providing a more reliable water supply for California and protecting, restoring, and enhancing the Delta ecosystem. The coequal goals shall be achieved in a manner that protects and enhances the unique cultural, recreational, natural resource, and agricultural values of the Delta as an evolving place." (CA Water Code §85054)