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Michael Pacholok Director Purchasing and Materials Management Division Allison Phillips, Manager City Hall,18th Floor, West Tower Professional Services 100 Queen Street West Toronto, Ontario M5H 2N2 April 4, 2016 NOTICE TO POTENTIAL PROPONENTS Request for Proposal No. 9148-16-7000 For: Surface Transit Operational Improvement Studies Two-Envelope System Please review the attached document and submit your Proposal to the address noted below by the closing deadline of 12:00 noon (local Toronto time) on April 20 2016 Proposals will not be considered unless: Received by the date and time specified above; and Received at the address specified below. Submission by facsimile or e-mail is not acceptable. Only the names of the firms submitting Proposals will be read aloud at the public opening on the date of closing. Information and/or site meeting requirements: Required: (yes/no) Yes Attendance Requirement: Voluntary (mandatory/voluntary) Date: April 11, 2016 Time: 10:00 am Location: North York Civic Centre – 4th Floor Transportation Boardroom Copy Deadline for Questions April 12, 2016 at 12:00 pm (must be in writing): City Contact: Melita Lee, CPPB, Senior Corporate Buyer Purchasing and Materials Management Division (t) 416-397-4802, (f) 416-397-7779 (e) [email protected] For convenience you may affix the following address label to the envelope(s) containing your submission. -------------------------------------------------------------------------------- COMPANY NAME: RFP NO.: 9148-16-7000 CLOSING DEADLINE: 12:00 Noon April 20, 2016 Viewing(local Toronto time) DELIVER TO: Chief Purchasing Official Purchasing and Materials Management Division 18th Floor, West Tower, City Hall 100 Queen Street West Toronto, ON, M5H 2N2 The Purchasing and Materials Management Division will not be held responsible for submission documents submitted in envelope(s) that are not labelled in accordance with the above instructions. Tenders/RFQ/RFP/Sales/Disposals are advertised on the City of Toronto Website: www.toronto.ca/purchasing 1 of 79 TABLE OF CONTENTS RFP 9148-16-7000 Notice to Potential Proponents ...................................................................................................................... 1 Table of Contents .......................................................................................................................................... 2 1.0 TERMINOLOGY ............................................................................................................................ 4 1.1 References to Labeled Provisions ....................................................................................... 4 1.2 Definitions .......................................................................................................................... 4 1.3 Interpretation ....................................................................................................................... 5 1.4 RFP Process Terms and Conditions .................................................................................... 5 2.0 PURPOSE ........................................................................................................................................ 6 2.1 Contract Term ..................................................................................................................... 6 2.2 Voluntary Information Meeting…………………………………………………………….6 2.3 Background ......................................................................................................................... 6 2.3.1 Overview ................................................................................................................ 6 2.3.2 Corridors Identified for the Study .......................................................................... 8 2.3.3 Vehicle Fleet and Rolling Stock .......................................................................... 10 2.3.4 Operational Characteristics .................................................................................. 10 2.3.5 Performance Metrics and Ridership Statistics ..................................................... 13 2.3.6 Transit Priority Measures ..................................................................................... 13 2.3.7 Transit Route Profiles .......................................................................................... 14 2.3.8 Available Data Sets .............................................................................................. 27 3.0 SCOPE OF WORK ............................................................................................................Copy ............ 27 3.1 Overview ........................................................................................................................... 27 3.2 Task Description ................................................................................................................ 27 3.2.1 Data Collection .................................................................................................... 27 3.2.2 Software Development ........................................................................................ 28 3.2.3 Meetings .............................................................................................................. 28 3.2.4 Reports and Drafts ............................................................................................... 29 4.0 PROPOSAL EVALUATION AND SELECTION PROCESS ..................................................... 30 4.1 Selection Committee ......................................................................................................... 39 4.2 Evaluation Criteria ............................................................................................................ 30 4.3 Selection Process .............................................................................................................. 32 4.4 Schedule of Events ............................................................................................................ 32 4.5 ClarificationsViewing ................................................................................................................ ..... 32 4.6 Interviews or Demonstrations ........................................................................................... 32 4.7 Evaluation Results ............................................................................................................ 33 4.8 Negotiations and Agreement............................................................................................. 33 5.0 PROPOSAL SUBMISSION REQUIREMENTS .......................................................................... 34 5.1 General Overview ............................................................................................................. 34 5.2 Proposal Documentation and Delivery ............................................................................. 34 5.3 Proposal Content ............................................................................................................... 35 APPENDICES Appendix A RFP Process Terms and Conditions .................................................................................. 44 Appendix B Agreement Terms and Conditions .................................................................................... 50 Appendix C Standard Submission Forms ............................................................................................. 57 2 of 79 Appendix D Supplementary Submission Forms ................................................................................... 64 Appendix E Proposal Evaluation Table ................................................................................................ 71 Appendix F TTC Transit Route Maps .................................................................................................. 72 Copy Viewing 3 of 79 1.0 TERMINOLOGY 1.1 References to Labeled Provisions Each reference in this Request for Proposal to a numbered or lettered “section”, “subsection”, “paragraph”, “subparagraph”, “clause” or “subclause” shall, unless otherwise expressly indicated, be taken as a reference to the correspondingly labelled provision of this Request for Proposal (RFP). 1.2 Definitions Throughout this Request for Proposal, unless inconsistent with the subject matter or context, “Agreement” means any written contract between the City and a Proponent or any purchase order issued by the City to the Vendor with respect to the Services contemplated by this RFP, and shall be deemed to include the terms and conditions for the provision of the Services as set out in this RFP. “City” means the City of Toronto. "City Contact" means the City employee(s) designated as City Contact on the Notice to Potential Proponents for all matters related to the RFP call process. “Conflict of Interest” includes, but is not limited to, any situation or circumstance where: (a) in relation to the RFP 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 information in the preparation of its ProposalCopy that is confidential to the City and not available to other Proponents; (ii) communicating with any person with a view to influencing preferred treatment in the RFP process including the giving of a benefit of any kind, by or on behalf of the Proponent to anyone employed by, or otherwise connected with, the City ; or (iii) engaging in