Request for Proposal

Economic Impact of Rivers District in

Reference Number: 1810-01

Issued: October 12th, 2018 Responses Due: October 25th, 2018

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Request for Proposal

1. Table of Contents 2. INTRODUCTION ...... 3 3. TIMELINES ...... 3 4. DEFINITIONS ...... 3 5. STANDARD FORM CONTRACT ...... 4 6. VENDORS QUESTIONS ...... 4 7. CONFLICT OF INTEREST ...... 4 8. VENDOR EXPENSES ...... 4 9. CONFIDENTIALITY ...... 4 10. BACKGROUND ...... 4 11. PURPOSE OF THE PROJECT ...... 9 12. OBJECTIVE OF THE PROJECT ...... 9 13. ASSUMPTIONS ...... 9 14. DELIVERABLES ...... 10 15. FEES AND PAYMENT TERMS ...... 12 16. CONTRACTING MANAGER ...... 12 17. PROPOSAL EVALUATION CRITERIA ...... 12 18. SUBMISSION INFORMATION ...... 12 19. CED RESERVATION OF RIGHTS ...... 13 20. INTELLECTUAL PROPERTY ...... 13 21. NO FURTHER CONTRACT OR LIABILITY ARISING FROM RFP PROCESS ...... 14 APPENDIX A – EVALUATION ...... 15

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Request for Proposal 2. Introduction Calgary Economic Development Ltd (CED) invites qualified firms to submit a proposal for Economic Impact of Rivers District in Calgary Study RFP. A proposal, in electronic form, together with one hardcopy must be submitted as outlined in clause 17. The electronic copy should be sent to the attention of the contracting manager by email as noted in clause 15. The hardcopy proposal must be submitted in a sealed envelope labeled Economic Impact of Rivers District in Calgary RFP 1810-01 before the closing date with the Vendor's name on the outside of the envelope. Late proposals will not be accepted.

3. Timelines RFP Release 10/12/2018

Deadline for Questions 10/15/2018

Proposal Submission Date 10/25/2018

Meetings with Short-Listed Vendors (if 10/30/2018 required)

Bid Notification Date 10/31/2018

Project kick-off 11/01/2018*

Draft Report 12/04/2018*

Final Report 12/11/2018*

*Ideal timeline, which is subject to negotiation

4. Definitions "CED" means Calgary Economic Development Ltd. “CMLC” means Calgary Municipal Land Corporation “Arts Commons” refers to Arts Commons in Calgary. “CADA” means Calgary Arts Development Authority “City of Calgary” refers to the municipal government of the City of Calgary. "Request for Proposal or “RFP" means this document including attached appendices. "Contracting Manager" means the person identified in clause 15 of this RFP. "Vendor" means an organization responding to this RFP. "Proposal" means a Vendor's response to this RFP and includes all of the Vendor's attachments and presentation materials. “Selection Committee” means the committee that will be reviewing RFP proposals and overseeing work on this project. The committee is made up of representatives from CED, CMLC, Arts Commons, and CADA.

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Request for Proposal "Services" means the duties, tasks, and responsibilities of the Vendor as described in this RFP.

5. Standard Form Contract By submitting a Proposal, a Vendor acknowledges it agrees that the terms and conditions of this RFP are incorporated by reference into its Proposal. If a Vendor's Proposal is accepted the Vendor will be expected to execute CED's standard contractor agreement. Vendors who are unwilling to abide by these standard terms and conditions should not submit a Proposal.

6. Vendors Questions All questions regarding this RFP must be directed via email to the Contracting Manager. Enquiries and responses may be recorded and may be distributed to all Vendors. The Vendor must immediately notify the Contracting Manager in writing of any ambiguity, divergence, error, omission, oversight, or contradiction in this RFP discovered by the Vendor and request whatever clarification is required to prepare the Vendor's Proposal. In order for CED to deal effectively with Vendor questions or concerns about any terms, conditions or requirements of this RFP, including the standard terms and conditions, such questions or concerns must be communicated in writing to the Contracting Manager in accordance with the Timeline indicated in clause 3 above. Questions received after this time will be answered if, in the opinion of CED, the circumstances warrant and time permits.

7. Conflict of Interest Vendors must fully disclose, in writing, to the Contracting Manager on or before the Proposal Submission Date of this RFP, the circumstances of any possible conflict of interest or what could be perceived as a possible conflict of interest then known to Vendor between the Vendor and CED and/or the Selection Committee. CED may reject any Proposal where, in the opinion of CED, the Vendor is or could be perceived to be in a conflict of interest.

8. Vendor Expenses The Vendor is responsible for all costs of preparing and presenting its Proposal.

9. Confidentiality All information provided by or obtained from CED in any form in connection with this RFP either before or after the issuance of this RFP, including any confidential information is the sole property of CED and must be treated as confidential; is not to be used for any purpose other than replying to this RFP and the performance of any subsequent contract; must not be disclosed without prior written authorization from CED; and must be returned by the Vendor to CED, or destroyed if held in electronic format, immediately upon the request of CED.

10. Background Calgary Economic Development (CED) is the lead economic development agency that markets the Calgary’s competitive advantages and pro-business climate within Canada and across the world. Through business retention, expansion, and investment attraction activities and in collaboration with business, community and government, CED plays an integral role in promoting

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Request for Proposal and facilitating sustainable economic growth and prosperity. The organization's efforts are focused on the following four areas:  Business investment and attraction  Business retention and expansion (including trade development)  Research, marketing and communications  Workforce innovation

Calgary’s prosperity, its considerable growth and the opportunity that this has afforded its citizens has attracted the brightest minds from around the world to study in its universities, work in its industries, open businesses and build lives in its communities. This dynamism is felt on the streets of Calgary today with a growing arts, cultural and entertainment industry and a new generation of engaged citizens and community leaders who are thinking innovatively and creatively about the city in which they want to live.

Calgary is a place of city builders that want accessible culture, outlets for diverse creative expression, and spaces to create and engage with each other through arts, culture and entertainment. They want to be connected, informed and supported in their efforts around community development.

Vision for east Victoria Park within Rivers District CMLC is creating a vision for east Victoria Park within Rivers District—a 20-year vision that will result in four million square feet of mixed-use development and more than 8,000 new residents moving into a vibrant community nestled on Calgary’s downtown east side. The vision has been designed to be flexible enough to imagine and integrate modernized amenities (event centre /arena and an expansion of the BMO Centre) and the delivery of a Stampede Trail retail destination. As the development progresses, the plan and community will accommodate and support a variety of entertainment and cultural amenities.

This part of has long stood as the city’s entertainment epicentre. CMLC imagines east Victoria Park as a vibrant, high-density, mixed-use community that draws on the spirit of entertainment that resides in its DNA, as well as its natural surroundings.

The district is bound on the north end by River, on the east and south end by the Elbow River and 1st Street SE on the west. East Village comprises 49 acres of the total size of the Rivers District.

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Request for Proposal Figure 1: Rivers District Boundary Area

Calgary Municipal Land Corporation (CMLC) has committed $150 million in infrastructure investment through the Community Revitalization Levy (CRL). Current primary amenities within Rivers District include Arts Commons, Central Library, BMO Centre, Stampede Park, Saddledome, Stampede Casino, Calgary Arts Academy School and TransAlta Performing Arts Centre, Restaurants and limited retail, and Warehouse District.

A Rivers District Master Plan has been conducted for the area south of 9th Avenue S.E. and east of 1st Street S.E. Rivers District Master Plan considers new development in the area over the next 20-years. Conservatively, this calls for 8 million square feet of new development, 6600 new residents, 4000 residential units, 35,000 square feet of hotel space, 275,000 square feet of retail floorspace, and 1.1 million square feet of office space.

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Request for Proposal Figure 2: Rivers District Master Plan Area

Vision for expansion of Arts Commons

To better serve the long-term needs identified by the Calgary community, Arts Commons, in partnership with The City of Calgary and with the support of the Calgary Municipal Land Corporation, are actively advancing Arts Commons Transformation (ACT) Community Infrastructure Strategy.

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Request for Proposal Figure 3: Arts Commons Transformation Project

Phase1  convert an adjacent brownfield into 440,000 square feet of cultural space housing three purpose-built mixed-use venues (1,200 seat proscenium theatre, 250 seat black box theatre and an 80-seat black box theatre) that will enhance Arts Commons sustainability;  residential tower;  enable Arts Commons to increase its diversity, equity and inclusion efforts through immersive arts experience initiatives; and,

Phase 2  renew and transform Arts Commons aging 33 year-old facility from a dated “performing arts” model into a hub for arts and community alike

Once complete, a transformed Arts Commons campus will include an active park space in , a residential complex, and a parkade. The complex will accommodate the diverse needs of a world-class city, aligning with Calgary’s and ’s long-term strategic objective to build a culturally vibrant and healthy community.

“The ACT (Arts Commons Transformation) project will enhance the current facility and performance space, as well as amplify the vitality of the downtown core. We support this project and believe it will be a welcome investment in our urban infrastructure”. Mary Moran, President and CEO Calgary Economic Development

CMLC will steward the planned revitalization and delivery of the Rivers District Master Plan vision.

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Request for Proposal 11. Purpose of the Project

“The City of Calgary understands the importance of a strong arts and cultural sector – not only for its value in the expression of our cultural creativity, but also as a positive economic contributor”. - MAYOR NAHEED NENSHI

Calgary in the New Economy: the Economic Strategy for Calgary acknowledges the important and growing contribution that arts, cultural and entertainment resources make to the quality of life in Calgary. This is critical to attracting talent and investment in today’s economy. In doing so, the Economic Strategy for Calgary embraces purposeful diversification and a sustainable and resilient economy that builds from our strengths, encourages the growth of arts, culture, and entertainment, and promotes tourism through enhanced local attractions and better collaboration with world-class regional destinations.

To that end, Calgary Economic Development intends to conduct an economic impact study on the Rivers District in Calgary. This report will give us an understanding of the value of significant investment projects in Rivers District including an entertainment center/arena as well as the expansion of the BMO Centre and Arts Commons. It will also highlight the importance of arts, cultural, and entertainment sector in terms of GDP, labor income, employment, taxes generated, and qualitative spillover effects on other sectors in Calgary.

12. Objective of the Project As part of their combined efforts to recognize the value of arts, culture, and entertainment in Calgary, this study will provide Calgary Economic Development, Calgary Municipal Land Corporation, Arts Commons, Calgary Arts Development Authority, the City of Calgary, and the Calgary community with understanding of the role and economic impact of proposed Rivers District projects to enhance arts, culture, and entertainment. This will allow us to:  Acknowledge the impact and contribution that the Rivers District Master Plan will have on the local economy;  Acknowledge the distinct impact that an event centre/arena, the expanded portions of the BMO Centre and Arts Commons will have on the local economy;  Further recognize the growing and intrinsic value of arts, culture, and entertainment for the Calgary community; and  Establish the city as a vibrant cultural and entertainment destination in Canada and around the world.

13. Assumptions It is anticipated that the methodology employed will consist of primary and secondary research, including the collection of data from secondary sources, and economic modeling will play an important role in the estimation of economic impacts. Assuming that macroeconomic environment remains the same, data estimations will be made regarding design, scale, operations, and location of facilities.

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Request for Proposal According to future projections of retail, residents, employment, and revenue growth in the Rivers District Masterplan and as a baseline for this economic impact analysis, the vendor will generate economic impact analysis for Rivers District over-all and for the three facilities independently.

The project team is open to suggestions to different approaches and options to consider for this economic impact analysis. Data from Statistics Canada and other external sources will be supported with data from CED, CMLC, Arts Commons, and CADA.

14. Deliverables The consultant is expected to assess the output (GDP), employment, labor income, and tax impact of the revitalization of the Rivers District. This will also include an individual breakout analysis for an event centre/arena, the expanded portions of the BMO Centre and Arts Commons.

We foresee this project being broken down into the following sections:

Topology and Quantitative aspect of the Rivers District Master Plan Area

This will include a broad landscape of the Rivers District and details on proposed investment projects. It will provide information on the following:  Area information including total acres of the district, current population, amenities, square footage of development under construction and/or planned south of 9th Avenue S.E.  Usage of facilities for a combination of sports franchise, concerts, shows, public assembly, conferences, flat floor events, and arts and culture events.  Total Economic impact resulting from increased population and commercial businesses in the Rivers District Master Plan area.

Examples of Comparative Jurisdictions and Facilities

This section will contain examples of comparative jurisdictions and facilities across Canada and in the United States that have used an event centre/arena as catalyst for economic development. The examples should include cities who recognize that creating an entertainment district and/or an event centre/arena as an anchor for an overall strategy could:  change the location of economic activity;  develop unique public and private partnerships;  support redevelopment;  and advance the image of an entire city.

Jurisdictions such as , AB; Nashville, TN; Denver, CO; and Indianapolis, IN should be considered.

Quantitative Aspect of Major Projects

The consultant is expected to individually calculate the overall impact of construction and 20-year operations of:  the entertainment centre/arena;  BMO Centre expansion;  and Arts Commons expansion.

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Request for Proposal The report will reflect a holistic understanding of local, regional, and provincial benefits associated with projected public and private investment on the three major investment projects. This quantitative assessment will include the following:

 Construction expenditures: The amount spent for each investment project on infrastructure and labour for new (including expansion of existing infrastructure) and improvements made to existing capital structures. These structures include the entire investment project including facility building(s) and directly associated active park space, parkades, and residential complex.  Operations & maintenance: The amount spent for each investment project on the purchase of goods and services, broken into several sub-categories such as utilities, professional business services, programs, sets and materials, advertisement and promotion.  Wages & salaries: The amount spent for each investment project on incremental wages and salaries for operation and maintenance of each organization including wages for artists, retailers, administrative staff and contracted employees. This will include number of full time equivalent (FTEs) employees.  Visitor expenditures: Spending of visitors attributable to each establishment including events or festivals.

Please note that we do not intend to examine the impact of existing facilities, but intend to capture the newly added economic impact of the three investment projects.

To make this study as comprehensive as possible, we expect the study to cover all spectrums within each of the above components. Having determined the total 20-year proposed expenditures associated with these three major investment projects in Rivers District in Calgary, the consultant will provide an assessment of the direct, indirect, and induced impacts that this spending will have on economic output, wages, employment, and taxes for the Calgary economy. We would ideally like to see these outputs broken down for each investment project.

Qualitative Aspect

A qualitative piece that offers a broad narrative on the extent to which these investment projects will generate value for the city of Calgary and province of Alberta and its social and cultural effects on the sector in Canada. These include non-economic benefits of arts, culture and entertainment, such as improved quality of life, improved perception of Calgary as a cultural and entertainment center, and mental health benefits, social or community development, and increase in culture and artistic flare. This section will also recognize Calgary’s cultural environment today, considering social, economic and demographic trends that will establish Calgary as an artistically vibrant location and culture and entertainment destination in Canada and around the world. This work will be supported by the Economic Impact of the Creative Industries, a concurrent project being conducted by CED and CADA. This concurrent project is already underway.

Report, Executive Summary Fact Sheet and Presentation

Material for this study should be delivered in report, Executive Summary fact sheet and PowerPoint formats. It should be delivered to Calgary Economic Development in such a way that

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Request for Proposal it could be used immediately for business development purposes and does not require much manipulation or edits by Calgary Economic Development staff.

15. Fees and Payment Terms Proposals should include a breakdown of the Vendor’s fees and disbursements in completing the Services. Please include the following with breakdown of costs:  Per diem rates;  Travel, if required;  Administration overhead;  IT costs;  Prices must be stated in actual dollars and cents expressed in Canadian funds and inclusive of all taxes except for GST, which should be itemized separately. During the term of the Agreement, vendor may be required to take on additional work that are a material increase to the scope of the work. Calgary Economic Development will authorize in writing the scope of such proposed additional work and compensation to the Vendor for full performance will be provided. Please provide options for the project team to contribute to reduce project costs and be prepared to consider which aspects of the proposal might be optional.

16. Contracting Manager For the purposes of the provisions of information surrounding this contract or the administration of the contract, the Contracting Manager is: Calgary Economic Development Ltd. Attention: Hubba Khatoon

731 1st Street SE Calgary, Alberta T2G 2G9 Canada Telephone: (403) 767-1319 Fax: (403) 221-7928 Email: [email protected]

17. Proposal Evaluation Criteria Vendors should be aware that certain mandatory requirements have been set out in the Evaluation form (scope, methodology, experience, and deliverables). Proposals that fail to provide these requirements may not be evaluated. See Appendix A for Report and Evaluation criteria.

18. Submission Information Proposals must be received by email before 16:00 MDT, October 25, 2018 (hardcopy must be received by October 26, 2018) at: Calgary Economic Development Ltd 731 1st Street SE

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Request for Proposal Calgary, Alberta T2G 2G9 Canada Attention: Hubba Khatoon, Research Economist [email protected]  After the Proposal Submission Date, CED may post the identity and addresses of the Vendors.  CED may elect to not consider any proposal that: o Is received after the exact time and date noted above. o Does not indicate the request for proposal’s title, closing date and Vendor’s name on the proposal in response to the RFP; o Is delivered to an address other than that provided above; o Transmitted proposals will be accepted if the proposal is received before the submission deadline to the email address provided above.

19. CED Reservation of Rights CED reserves the right:  To not consider, or to reject, any or all Proposals in whole or in part for any reason whatsoever in its sole and absolute discretion;  To accept any proposal in whole or in part, even if it does not comply with the terms of this RFP or is not the highest rated proposal in accordance with the evaluation criteria;  To short list Vendors, and require a presentation by the Vendors short-listed and/or the provision of additional information by such short-listed Vendors;  To, at any time, add, delete or modify this RFP and to have the Vendors advise CED of the effect of such changes on their Proposal and/or have the Vendors resubmit their Proposals in light of same;  To negotiate at any time with any one or more of the Vendors to the exclusion of the other Vendors; and  To not proceed, for any reason, with this RFP or the project contemplated in this RFP.

20. Intellectual Property Unless otherwise agreed and confirmed in writing: (a) All material, including but not limited to programs, reports, notes, maps, drawings, photographs, data, forms and other records prepared, created, written or recorded by ("IP"): (a) the Vendor, or (b) CED or (c) the Vendor and CED jointly, in connection with the Services under any agreement incorporating the terms and conditions of this RFP, a proposal, or as a deliverable under any agreement arising therefrom (an "Agreement"), will be the property of CED; accordingly, the Vendor hereby assigns to CED all rights, title and interest it may have from time to time in such material and all intellectual property rights therein will vest in CED.

(b) During the term of the relevant Agreement, the Vendor shall have a non-exclusive, non- transferable license to use such IP of CED or IP which is jointly created for the sole purpose of providing and completing the Services. Upon the termination or completion of a specific project or Agreement, the Vendor will promptly return such material to CED whether completed or not. Notwithstanding the preceding sentence, the Vendor may retain for archival purposes a single copy of each item of such material; and

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Request for Proposal (c) Every invention, discovery or improvement developed by the Vendor in the course of, or in connection with, performing the Services under an Agreement where the invention, discovery or improvement has been initiated or directed or specifically requested by CED, will be the property of CED and, accordingly, the Vendor hereby assigns any intellectual property right to any such invention, discovery or improvement developed to CED. The Vendor will cooperate fully in the establishment and maintenance of all intellectual property rights accruing hereunder to CED. This provision will survive the termination of any Agreement and to the extent necessary or desirable, the Vendor will take such actions as are reasonably requested by CED after termination of an Agreement with respect to intellectual property rights created during the term of the Agreement.

The parties acknowledge and confirm that any intellectual property that was developed prior to the relevant Agreement, or that was developed by the Vendor independently from such Agreement with CED, or that was developed at the sole initiative of the Vendor without any prior initiation or direction or request from CED, will be outside the scope of this clause 16. If the Vendor needs access to data of CED in order to carry out Services under an Agreement incorporating the terms and conditions of this RFP, CED will grant a non-exclusive, non- assignable license to have access to and to use that data.

21. No Further Contract or Liability Arising from RFP Process By submitting a Proposal, the Vendor agrees and acknowledges that:  Nothing in this RFP nor the submission of the Proposal nor the review and consideration of the Proposal by CED nor any communication between the parties in relation to the RFP or the Proposal will operate to obligate any party to enter into any further business relationship with the other party and, in particular, if CED decides to engage the Vendor in connection with any Proposal or the subject matter of the RFP then such engagement may only occur pursuant to a written agreement that has been signed by both parties and, absent such written agreement, CED will have no further liability or obligation to the Vendor in connection with the subject matter of the RFP;  The Vendor is participating in this RFP process at its sole risk and expense, and CED will not be liable to the Vendor for any costs, expenses or liabilities incurred by the Vendor in any way arising in connection with the Vendor's participation;  CED has made no representations other than those expressly stated in this RFP;  CED has the right to cancel this RFP at any time, CED may reissue this or a similar request for Proposal at any time, for any reason whatsoever or decide not to reissue it for any reason, without incurring any liability and no Vendor will have any claim against CED as a consequence; and  The Proposal and any accompanying documentation submitted by the Vendor will become the property of CED and will not be returned.

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Request for Proposal APPENDIX A – EVALUATION Economic Impact of Rivers District in Calgary: RFP Evaluation Criteria Point Mark Comments Quality of submission: 10 1. Clear and concise 2. Quality of writing Team competence and resources: 20 1. Experience of the project team 2. Relevancy of past projects 3. Understanding of economic development 4. Staff available to complete project in timely and cost-effective manner Deliverable content: 50 1. Clearly demonstrated ability to develop a comprehensive study that encompasses how projected spending associated with three major investment projects in Rivers District will flow through the regional economy. (20 points) 2. Process & methodology a. Clarity in defining study framework including study area, breakdown and inputs.

b. Clarity in study methodology

comprising tools used and results calculated. c. Demonstrated ability to utilize fundamentally sound base data that is updated, complete, substantial, and uninflated. d. Clarity of process 3. Schedules, work plans & timelines 4. Progress reporting Fees (ranked separately): 1. Breakdown of fees and 20 disbursements. Total 100

Each criteria receives a score out of 5 unless otherwise noted

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