Rqq-2018-1W-208
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NOTICE TO VENDORS It is highly recommended that a thorough review of the Request Document be completed upon purchase. Metrolinx has revised several sections of the Definitions, Instructions to Proponents, Request Document Forms, General Conditions of the Contract and Scope of Work. Specifically, changes have been made to how Bid Deposits and Agreement to Bonds or alternatives are to be submitted. Failure to read and comply with the current Request Document requirements may result in your Submission being declared non-complaint and disqualified. Request to Qualify and Quote (RQQ): CONSULTING FIRM FOR ENGINEERING SERVICES FOR EMERGENT PROJECTS IN EAST REGION Request Number: RQQ-2018-1W-208 TABLE OF CONTENTS 1.0 Definitions ........................................................................................................ 5 2.0 Introduction ..................................................................................................... 9 2.1 General ...................................................................................................................... 9 3.0 Instructions to Proponents ............................................................................. 10 3.1 Submission Instructions ............................................................................................. 10 3.2 Nature of Agreement ................................................................................................. 18 3.3 Rights of Metrolinx .................................................................................................... 18 3.4 Contract to be Executed ............................................................................................ 21 3.5 Conflict of Interest .................................................................................................... 21 3.6 Joint Ventures........................................................................................................... 22 3.7 Prohibited Contacts and Lobbying Prohibition.............................................................. 22 3.8 Media Releases, Public Disclosures and Public Announcements .................................... 23 3.9 Restriction on Communications Between Proponents – No Collusion ............................. 23 3.10 Disclosure of Information .......................................................................................... 24 3.11 Freedom of Information and Protection of Privacy Act (“FIPPA”) .................................. 24 3.12 Submission to Be Retained by Metrolinx ..................................................................... 24 3.13 Confidential Information of Metrolinx ......................................................................... 24 3.14 Proponents Shall Bear Their Own Costs ...................................................................... 25 3.15 Changes to Proponent Key Personnel, Sub-consultants or Joint Venture ....................... 25 3.16 Vendor Performance Management Program ................................................................ 25 4.0 Request Submission Requirements ................................................................ 27 4.1 Mandatory Requirements ........................................................................................... 27 4.2 Submission Format.................................................................................................... 27 4.3 Submission Content .................................................................................................. 28 4.5 Price Submission ....................................................................................................... 32 5.0 Request Evaluation Criteria and Selection Process......................................... 33 5.1 Request Evaluation Methodology................................................................................ 33 5.2 Request Evaluation Criteria ...................................................................................... 37 Attachment List ........................................................................................................ 41 Appendix “A” – General Conditions ........................................................................... 41 Appendix “B” – Consultant’s Scope of Work ........................................................... 122 Appendix “C” – Metrolinx Services .......................................................................... 176 Appendix “D” – Documents ..................................................................................... 178 ADDENDA (IF APPLICABLE) Consulting Firm for Engineering Services for Emergent Projects in East Region RQQ-2018-1W-208 Any Addenda/Addendum issued hereto shall form part of this Request Document and any resultant Contract(s) for the Work. DEFINITIONS Consulting Firm for Engineering Services for Emergent Projects in East Region RQQ-2018-1W-208 1.0 Definitions In this Request Document, 1.1 “Addenda”/”Addendum” is the formal release of additions, deletions, revisions, clarifications to this Request Document that form a part of the Contract as specified in Section 3.1.4 of Instructions to Proponents. 1.2 “Business Day” shall have the same meaning ascribed in Schedule A – Definitions of Appendix “A” - General Conditions. 1.3 “Closing” means, the deadline for Metrolinx to receive Submissions as specified in Section 3.1.1 (e). 1.4 “Conflict of Interest” means: 1.4.1 in relation to this RQQ Process, the Proponent has an unfair advantage or engages in conduct, directly or indirectly, that may give it an unfair advantage, including but not limited to (i) having, or having access to, confidential information of Metrolinx in the preparation of its Submission that is not available to other Proponents, (ii) communicating with any person with a view to influencing preferred treatment in this RQQ Process (including but not limited to the lobbying of decision makers involved in this RQQ Process), or (iii) engaging in conduct that compromises, or could be seen to compromise, the integrity of this RQQ Process; or 1.4.2 in relation to the performance of its contractual obligations contemplated in the Contract that is the subject of this procurement, the Proponent’s other commitments, relationships or financial interests (i) could, or could be seen to, exercise an improper influence over the objective, unbiased and impartial exercise of its independent judgement, or (ii) could, or could be seen to, compromise, impair or be incompatible with the effective performance of its contractual obligations. 1.5 “Consultant” shall have the same meaning ascribed in Appendix “A” – Definitions of Appendix “A” – General Conditions. 1.6 “Contract” shall have the same meaning ascribed in Schedule A – Definitions of Appendix “A” – General Conditions. 1.7 “Contract Documents” shall have the same meaning ascribed in Schedule A – Definitions of Appendix “A” – General Conditions. RQQ-2018-1w-207 Page 5 of 183 DEFINITIONS Consulting Firm for Engineering Services for Emergent Projects in East Region RQQ-2018-1W-208 1.8 “Corporate Firm” means any one of the following: a) the Proponent, b) the Proponent and its Sub consultants, or c) the Joint Venture, responding to the Request Document. 1.9 “Deliverables” shall have the same meaning ascribed in Schedule A – Definitions of the Appendix “A” – General Conditions. 1.10 “EBS” means Electronic Bid Submission. 1.11 “E-Bid Authorized Signer” is the designated individual in the Proponent’s organization who has the authority to bind the Proponent to each and every term, condition, article and obligation of the Request Document and any resultant Contract. 1.12 “E-Bid Confirmation Number” is the receipt received by a Proponent from MERX indicating that the Submission was uploaded successfully. 1.13 “Evaluation Committee” mean the representatives chosen to evaluate the Submissions based on the Evaluation Criteria outlined in this Request Document. 1.14 “Evaluation Criteria” means the criteria for scoring the Submission as stated in Section 5.2 – Request Evaluation Criteria, of Request Evaluation Criteria and Selection Process herein. 1.15 “FIPPA” shall have the same meaning ascribed in Section 3.11 of Instructions to Proponents. 1.16 “Joint Venture” means a business arrangement of two or more parties proposed for this RQQ Process further described in Section 3.6 of Instructions to Proponents. 1.17 “Key Personnel” shall have the same meaning ascribed to it in Section 2.7(a) of the General Conditions. 1.18 “Metrolinx” shall have the same meaning ascribed in Schedule A – Definitions of Appendix “A” – General Conditions. 1.19 “Option” means a component of the Work that is to be exercised at the sole discretion of Metrolinx. 1.20 “Participant in Charge” shall have the same meaning ascribed in Section 3.6.3 of the Instructions to Proponents. 1.21 “Parties” shall have the same meaning ascribed in Schedule A – Definitions of Appendix “A” – General Conditions. RQQ-2018-1w-207 Page 6 of 183 DEFINITIONS Consulting Firm for Engineering Services for Emergent Projects in East Region RQQ-2018-1W-208 1.22 “Procurement Office” means the Metrolinx Procurement and Contract Services office located at 277 Front Street West, 4th Floor, Mail Room, Toronto, Ontario, Canada, M5V 2X4. 1.23 “Procurement Representative” means the following individual in the Procurement Services Department: Nikhil Chakarvarty, Procurement Officer Telephone number (416) 202-7812 Email Nikhil.Chakarvarty @metrolinx.com 1.24 “Project Schedule” shall have the same meaning