REQUEST FOR PROPOSALS NO. 921382 VOLUME 1 of 2: INSTRUCTIONS TO PROPONENTS VALLEY LINE LRT – STAGE 1 10 September 2014 TABLE OF CONTENTS VOLUME 1 – INSTRUCTIONS TO PROPONENTS 1. DOCUMENT OVERVIEW AND INITIAL PROCESS ITEMS ..................................................................................... 5 1.1 Participation Agreement ........................................................................................................................ 5 1.2 RFP Documents ...................................................................................................................................... 5 1.3 Rules of Engagement .............................................................................................................................. 6 1.4 RFP Initiation Information ...................................................................................................................... 7 1.5 RFP Administration Portal & Data Room ................................................................................................ 7 1.6 Restricted Parties ................................................................................................................................... 9 1.7 Fairness Monitor .................................................................................................................................. 12 1.8 Conflict of Interest Adjudicator ............................................................................................................ 13 1.9 Governance .......................................................................................................................................... 13 1.10 Project Funding .................................................................................................................................... 14 1.11 Honoraria.............................................................................................................................................. 14 2. PROCESS REQUIREMENTS ............................................................................................................................... 15 2.1 Timetable Overview ............................................................................................................................. 15 2.2 Initiation ............................................................................................................................................... 17 2.3 Collaborative Process ........................................................................................................................... 19 2.4 Submission Requirements and Delivery Instructions ........................................................................... 24 2.5 Mandatory Requirements .................................................................................................................... 24 2.6 Early Submissions ................................................................................................................................. 24 2.7 Technical Proposals (VLS‐2, VLS‐2B) ..................................................................................................... 26 2.8 Financial Proposal (VLS‐3) .................................................................................................................... 30 2.9 Evaluation Procedures .......................................................................................................................... 32 2.10 Borehole Testing Program .................................................................................................................... 34 2.11 Project Site Access ................................................................................................................................ 36 2.12 Financial Close & Commercial Close Process ....................................................................................... 36 2.13 Other Process Instructions ................................................................................................................... 37 3. PROJECT AGREEMENT OVERVIEW ‐ DESIGN AND CONSTRUCTION REQUIREMENTS ..................................... 42 3.1 Part 1 – General Conditions (Schedule 5) ............................................................................................. 42 3.2 Part 2 – Sustainable Urban Integration (Schedule 5) ........................................................................... 45 i 3.3 Part 3 – Civil (Schedule 5) ..................................................................................................................... 47 3.4 Part 4 – Transportation and Building Structures .................................................................................. 48 3.5 Part 5 – Facilities .................................................................................................................................. 49 3.6 Part 6 – Systems ................................................................................................................................... 50 3.7 Part 7 – Light Rail Vehicles.................................................................................................................... 50 4. PROJECT AGREEMENT OVERVIEW ‐ OPERATIONS AND MAINTENANCE REQUIREMENTS .............................. 51 4.1 Introduction .......................................................................................................................................... 51 4.2 Operating Period Joint Committee ....................................................................................................... 52 4.3 Maintenance and Asset Management, Monitoring and Reporting ..................................................... 52 4.4 Operational Performance Reporting .................................................................................................... 52 4.5 Service Requirements ........................................................................................................................... 52 4.6 System Safety Program ........................................................................................................................ 53 4.7 Operations Requirements .................................................................................................................... 53 4.8 Remote Data Queries ........................................................................................................................... 54 4.9 Maintenance Requirements ................................................................................................................. 54 4.10 Asset Specific Maintenance Requirements .......................................................................................... 54 4.11 Operations and Maintenance Manual ................................................................................................. 55 5. PROJECT AGREEMENT OVERVIEW – OTHER REQUIREMENTS ........................................................................ 56 5.1 Lands .................................................................................................................................................... 56 5.2 Environmental and Historical Resources .............................................................................................. 56 5.3 Permits and Approvals ......................................................................................................................... 57 5.4 Working in the River Valley ‐ Tunnel and Slope Stability ..................................................................... 57 5.5 Railways ................................................................................................................................................ 58 5.6 System Expansion ................................................................................................................................. 59 5.7 Insurance .............................................................................................................................................. 59 5.8 Quality Requirements ........................................................................................................................... 60 5.9 Public Art .............................................................................................................................................. 60 5.10 102 Avenue ........................................................................................................................................... 60 5.11 95 Street Development ........................................................................................................................ 61 5.12 Development Charges .......................................................................................................................... 61 6. PROJECT AGREEMENT OVERVIEW ‐ TRANSACTION STRUCTURE AND PAYMENT MECHANISM ..................... 62 6.1 Overview .............................................................................................................................................. 62 ii 6.2 Timing ................................................................................................................................................... 62 6.3 Compliance ........................................................................................................................................... 62 6.4 Payment Mechanism ...........................................................................................................................