FUTURE SUPPLY ACTION (FSA) FUNDING PROGRAM WEBINAR

JULY 26 , 2018

AGENDA

• Webinar Logistics

• Program Background

• RFP Logistics

• RFP Elements

• New Technology Resources

• Q&A

• Closing

PROGRAM OBJECTIVE

Reduce barriers to future resource

production

PROGRAM DESCRIPTION

RECYCLED WATER

STORMWATER SEAWATER DESALINATION

GROUNDWATER

Funding for

technical studies or

pilot projects to

enable effective

future resource

planning and

potential

implementation for: RECYCLED WATER

PROGRAM BACKGROUND

• Approved in 2013

• 13 studies / 13 member agencies

• ~$3.0 million invested

Groundwater

• 4 projects

• 6 agencies

• $990,000

Recycling

• 5 projects

• 10 agencies

• $810,000

Desalination

• 2 projects

• 2 agencies

• $325,000

Stormwater

• 2 projects

• 2 agencies

• $814,000

FUTURE SUPPLY ACTIONS FUNDING PROGRAM

Two Program Elements

Potable Reuse Studies

• ~$1.0 million

• Water Research Foundation

• Seven studies

Member Agency Studies

• $3.5 million

• 2-year pilot studies and research

• Request for proposals

REQUEST FOR PROPOSAL

RFP Logistics

• Objective

• Description

• To Bid or Not to Bid

• Who Can Submit?

• Funding

• Schedule

• Questions for Clarification

• Evaluation and Selection

Process

Proposal Elements & Criteria

• Executive Summary

• Key Individuals

• Description

• Evaluation Criteria • Reduces Barriers to Future

Production

• Regional Benefit / Applicability

• Work Plan / Schedule

• Costs

• Lessons Learned

TO BID OR NOT TO BID

Program may include, but is not limited to: • Pilot and bench-scale studies

• Demonstration studies

• Tracer studies

• System integration studies

• Innovative treatment processes

• New sensor technologies

• Ocean intakes and outfalls

• Brine disposal and harvesting

…TO BID OR NOT TO BID

Program does not include: • Design of full-scale projects

• Construction of full-scale projects

• CEQA documentation for projects

• Existing studies or projects

• Acquisition of properties

• Repeat of prior studies

WHO CAN SUBMIT?

• The Request for Proposal (RFP) is open

to Metropolitan Member Agencies

• Member Agencies may partner with

other Member Agencies or with other

entities • the proposal must be submitted

by one designated lead

Member Agency with a

maximum of three proposals

FUNDING

• Up to $500,000 per agency or a given

proposal • If a Member Agency submits multiple proposals,

that Member Agency must indicate the priority

ranking of each proposal

• Dollar : Dollar – Funding match

• Match cannot include in-kind

(no in-kind language)

• Two-year studies

PROPOSAL INSTRUCTIONS

Format Guidelines • Must be formatted for white 8 ½” x 11” size paper with

black text in a 12-point font, and table/graphics with text

no smaller than a 10-point font.

• Shall be no more than 20 pages, including attachments, and shall not exceed a file size of 15 MB.

• Must be submitted in PDF format via e-mail at

FSAfundingprogram@mwdh2o.com

PROPOSAL INSTRUCTIONS

Content Requirements

• Executive Summary Letter

• Entities Participating in proposal

• Key Individuals

• Proposal Description

• Criteria One – Reduces Barriers to Future

Production

• Criteria Two – Regional Benefit / Applicability

• Criteria Three – Work Plan / Schedule

• Criteria Four – Costs

EVALUATION AND SELECTION

Evaluation • Proposal will be evaluated by Metropolitan and non-

Metropolitan professionals.

• During evaluation process, review panel may request

clarification from applicant as necessary.

• If similar proposals are submitted, only one eligible proposal

may be selected for funding.

• Review panel may elect to interview applicant / have applicant give an oral presentation.

EVALUATION AND SELECTION

Selection Criteria and Weight:

• Reduces Barriers to Future Production: 40%

• Regional Benefit / Applicability: 30%

• Work Plan / Schedule: 15%

• Costs: 15%

SCHEDULE

Date Milestone 07/06/18

07/26/18

Release of RFP

Non-mandatory pre-proposal webinar

08/02/18

08/31/18

11/05/18

12/31/18

Questions for Clarification Closes at 1:00 p.m.

RFP Proposals Due By 1:00 p.m.

Proposal Awards (Contingent Upon Board Action)

Target for signing agreements

QUESTIONS FOR CLARIFICATION

Visit our website:

http://www.mwdh2o.com/FSA

Address questions regarding this RFP in writing by 1:00 PM, August 2, 2018

via email to

Mr. Warren Teitz at

FSAfundingprogram@mwdh2o.com

PROPOSAL

PROPOSAL

REQUEST FOR PROPOSAL

RFP Logistics

• Objective

• Description

• To Bid or Not to Bid

• Who Can Submit?

• Funding

• Schedule

• Questions for Clarification

• Evaluation and Selection

Process

Proposal Elements & Criteria

• Executive Summary

• Key Individuals

• Description

• Evaluation Criteria • Reduces Barriers to Future

Production

• Regional Benefit / Applicability

• Work Plan / Schedule

• Costs

• Lessons Learned

EXECUTIVE SUMMARY LETTER

• Provide a brief description of proposal

• Address how goals and objectives of RFP are met

• Identify all material and enclosures

• Must be SIGNED

• Must include the following language:

“I am informed and believe that the information

contained in this proposal is true and that

the supporting data is accurate and

complete.”

EXECUTIVE SUMMARY LETTER

Name of Proposal

Water Resource Category (Recycled Water, Seawater Desalination,

Stormwater, Groundwater)

Federal ID #

Address

City, State & Zip

Main Telephone

Contact Name

Contact Telephone

Contact E-mail Address

Website Address (if applicable)

PARTICIPATING ENTITIES & KEY INDIVIDUALS

• List all entities participating in proposal

• Provide support letters from necessary participants

• Identify key individuals including program manager

and management team

• Name

• Title

• Phone Number

• Mailing Address

• Fax Number

• E-mail Address

• Relevant Experience

PROPOSAL DESCRIPTION

Provide a concise summary of the proposal, conveying

a clear understanding of proposal’s goals and

objectives

CRITERIA ONE REDUCES BARRIERS TO FUTURE

PRODUCTION

• Critical to resource implementation and planning • Removes a technical barrier

• Expedite future permitting

• Facilitate new regulations

• Advance knowledge for future resource development • Results used in future research

• Unique and innovative

• Increase local supply

CRITERIA TWO REGIONAL BENEFIT / APPLICABILITY

• Results applicable to Metropolitan’s

member agencies and retail agencies

• Transferable to other areas

• Other Benefits

• Environmental

• Water quality

• Energy

• Wastewater

• Infrastructure

CRITERIA THREE WORK PLAN / SCHEDULE

• Describe proposed tasks and deliverables

• Identify key milestone dates

• Describe roles of partners

• Describe clearly how funds will be used

• Identify potential challenges, issues, pre-requisites

• Describe how objectives will be achieved

CRITERIA FOUR COSTS

Cost Table Example – Member Agency 1

Cost Category

Non-Metropolitan Share

(Funding Match) Requested

Funding Total

Source Amount

(a) List proposed tasks on separate lines

(b) Proposed Task

(c) …

Grand Total --

Cost Table Example – Proposal Total

Cost Category Non-Metropolitan Share

(Funding Match)

Requested

Funding Total

(a) List proposed tasks on separate lines

(b) Proposed Task

(c) …

Grand Total

CRITERIA FOUR COSTS

• Provide a list summarizing all funding match

information:

• Sources

• Monetary contribution

• Status

• Include supporting information for the budget:

• Labor categories

• Hourly rates

• Labor time estimates

• Materials & supplies

• Subcontractor/Consultant quotes

CRITERIA FOUR COSTS

• Cost breakdown consistent with schedule

• Cost-effectiveness

• Readiness for matching funds

LESSONS LEARNED

• What worked well • Funded impactful studies

• Popular with member agencies

• Results sharing, concluding symposium

• Partnerships

• Needs Improvement • Scopes of work

• Invoicing

• Progress report timing

PREVIOUSLY APPROVED PROJECTS

Please visit:

http://www.mwdh2o.com/

AboutYourWater/FAFprogram

ADDITIONAL QUESTIONS

Address additional questions in writing via

email to

Mr. Warren Teitz at

FSAfundingprogram@mwdh2o.com

CONNECT WITH METROPOLITAN’S INNOVATION TEAM FOR MEMBER AGENCY FSA SUPPORT

Jon Arena, Wiggs Mendoza, Warren Teitz and Peggy Vogt

Websites:

http://www.mwdinnovates.com/

https://h2otechconnect.intronetworks.com

Innovation Hotline – 213-217-7620

Email – h2otechhub@mwdh2o.com

STEPS

Date Milestone 08/02/18 Questions for Clarifications Closes at 1:00 p.m.

08/31/18 RFP Proposals due by 1:00 p.m.

For more information visit our website:

http://www.MWDh2o.com/FSA

Send questions to:

FSAfundingprogram@mwdh2o.com