Procurement Services 450 Cowie Hill Rd.

P.O. Box 8388 RP0 CSC

Halifax, NS B3K 5M1

Telephone: (902) 490-4998

REQUEST FOR QUALIFICATIONS

#RFQ02.2020

ICIP Candidate Climate Lens Resilience Assessment

Bids submitted electronically on the included bid form via email:

“RFQ02.2020 – “ICIP Candidate Climate Lens Resilience Assessment”

Addressed to:

Halifax Water

Attn: Brent Hickman

Procurement Services

Email: procurement@halifaxwater.ca

Will be received until 2:00 p.m. Atlantic Time, Thursday, April 30, 2020 for the above RFQ as

per the specifications and terms and conditions.

Check for changes to this request – Before submitting your bid, visit the Provincial

Government Web Portal at www.novascotia.ca/tenders to see if any Addenda detailing changes

have been issued on this proposal. Changes may be posted up until the proposal closing time. It

is the bidders’ responsibility to acknowledge and take into account all Addenda.

Bidders shall be solely responsible for the delivery of their proposals in the manner and time

prescribed. Proposals received after the date and time specified shall be rejected.

Mail and facsimile proposals are not accepted.

The lowest or any submission will not necessarily be accepted.

RFQ Issue Date – April 7, 2020

PROPONENT’S SUBMISSION SHEET

The undersigned hereby acknowledges that he/she, as an officer of the stated corporation, has read and understands

the specifications, requirements, and proposed agreement regarding the ICIP Candidate Climate Lens Resilience

Assessment to Halifax Water. He/she further acknowledges that the seller’s proposed product, equipment, materials,

and services fully meet or exceed those as specified in Halifax Water’s Tender. Additionally, the Proponent agrees

that all its bid documents and responses to the aforementioned Tender will, at the option of Halifax Water, become a

legally binding and essential portion of the final contract between the successful Proponent and Halifax Water.

The following information must be completed to ensure proposal acceptance.

*ADDENDA No. ______________ to ______________ INCLUSIVE WERE CAREFULLY EXAMINED.

DATED THIS DAY OF , 2020.

PROPONENT’S COMPANY NAME: ____________________________________________________________________

ADDRESS: ____________________________________________________________________

____________________________________________________________________

CITY/ PROVINCE: ____________________________ POSTAL CODE: ________________________

PHONE NO.: ____________________________ FAX NO.: ________________________

EMAIL ADDRESS: ____________________________________________________________________

WEBSITE: ____________________________________________________________________

CONTACT NAME (please print): ____________________________________________________________________

TITLE (please print): ___________________________________ PHONE NO.: _____________________________________

AUTHORIZED SIGNATURE: _____________________________________________________________________________

HST REGISTRATION NO: _______________________________________________________________________________

NS WCB COVERAGE: YES NO

* The proponent shall list and initial all addenda received during the period and shall take them into consideration when

preparing their bid submission. A signed copy of each Addendum must be included with the bid submission. Failure to

comply may be cause for rejection of bid submission.

HALIFAX WATER RESERVES THE RIGHT TO REJECT ANY OR ALL SUBMISSIONS. THE LOWEST OR ANY SUBMISSION

WILL NOT NECESSARLIY BE ACCEPTED.

This proposal will adhere to Halifax Water’s Standard Terms & Conditions. They can be found on our website at

https://halifaxwater.ca/procurement-tender-opportunities

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TABLE OF CONTENTS

1.0 INTRODUCTION .............................................................................................................. 4

2.0 BACKGROUND ................................................................................................................. 4

3.0 INFORMATION FOR PROPONENTS .......................................................................... 5 3.1 Submission ................................................................................................................ 5

3.2 Evaluation Process .................................................................................................... 9 3.3 Selection Process .................................................................................................... 10 3.4 Notification of Selection ......................................................................................... 10

4.0 GENERAL INFORMATION ......................................................................................... 10 4.1 Proponent Responsible for Proposal / No Reliance on Halifax Water ................... 10 4.2 Rights of Halifax Water .......................................................................................... 10 4.3 No Liability ............................................................................................................. 11 4.4 Disclosure of Information and Communication Procedures ................................... 12

4.5 Costs and Expenses of the Proponent ..................................................................... 12 4.6 Clarification of Proposals ....................................................................................... 12

4.7 No Conflict of Interest ............................................................................................ 13 4.8 No Interest in Another Proponent ........................................................................... 13

4.9 Waiver / No Reliance .............................................................................................. 13 4.10 False or Misleading Information ............................................................................. 13 4.11 Compliance with Applicable Law .......................................................................... 13

4.12 Time to be of the Essence ....................................................................................... 13 4.13 Governing Law ....................................................................................................... 14

4.14 Confidentiality ........................................................................................................ 14 4.15 Police Record Check ................................................ Error! Bookmark not defined.

Staff Signature Date

Director of Engineering and IS

Jamie Hannam, P.Eng

Manager, Asset Management

Val Williams, P.Eng

Infrastructure, Program

Manager

David Blades, P.Eng

Infrastructure Engineer,

Meghan Woszczynski, P.Eng

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1.0 INTRODUCTION

The purpose of this Request for Qualifications (RFQ) is for the Halifax Regional Water

Commission (Halifax Water) to solicit statements of interest and qualifications from interested

respondents (Respondents) for the opportunity to complete the Climate Lens requirements for

Infrastructure Canada’s Investing in Canada Infrastructure Program (ICIP) on a short-list of

proposed future Halifax Water projects. The RFQ has been issued in order to identify three (3) to

five (5) Respondents who will be invited to respond to a Request for Proposal (RFP). The RFP will

be issued on or about May 2020 to those qualified Respondents identified through this RFQ.

In order to identify the Respondents who will be invited to respond to the RFP, Halifax Water

intends to short-list Respondents based on their submission to this RFQ, in accordance with the

evaluation process set forth in Section 3.2.

The RFP will address all of the roles and responsibilities of the successful proponent identified

through the RFP evaluation process, including those related to project management, facilitation of

workshops, Climate Change Resilience Assessment (ISO 31000), and Green-House-Gas (GHG)

Mitigation Assessment. The short list of Halifax Water’s capital projects will be presented at the

RFP stage. The short list includes approximately 16 projects from Halifax Water’s 2020-21 to

2024-25 Five Year Capital Plan.

2.0 BACKGROUND

The Government of Canada has created the “Investing in Canada Infrastructure Program” (ICIP)

to fund new major public infrastructure projects. In order to be considered for funding, projects

must fall into one of the five main infrastructure priorities: Public Transit, Green Infrastructure,

Social Infrastructure, Trade and Transportation, and Rural and Northern Communities

Halifax Water’s major infrastructure projects fall under the Green Infrastructure priority. The Green

Infrastructure stream has three sub-streams: climate change mitigation; adaptation, resilience,

disaster mitigation; and environmental quality. To qualify for funding, proposed projects must meet

at least one of the sub-stream’s outcomes as shown in Table 1.

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Table 1: Sub-Streams and Outcomes of Green Infrastructure Stream

Sub-Stream Outcomes

Climate Change Mitigation

Increased capacity to manage more renewable

energy

Increased access to clean energy transportation

Increased energy efficiency of buildings

Increased generation of clean energy

Adaptation, Resilience and Disaster

Mitigation

Increased structural capacity and/or increased

natural capacity to adapt to climate change

impacts, natural disasters and/or extreme weather

events

Environmental Quality

Increased capacity to treat and/or manage

wastewater and stormwater

Increased access to potable water

Increased capacity to reduce and/or remediate soil

and/or air pollutants

In conjunction with the Investing in Canada Infrastructure Program, the Government of Canada has created

the “Climate Lens” assessment requirement. The Climate Lens requirement consists of two components:

The Green House Gas (GHG) Mitigation Assessment, and the Climate Change Resilience Assessment. The

“Climate Lens General Guidance” (Version 1.2, September 6, 2019) states, “individual proponents could

be asked to undertake one or both types of assessment, depending on the program, funding stream, and the

estimated total eligible cost of the project”.

Projects must have completed the relevant Climate Lens assessments complete with an attestation signed

by a certified or qualified party when applying for ICIP funding.

There will be no pre-proposal conference for this RFQ.

3.0 INFORMATION FOR PROPONENTS

3.1 Submission

The response to this RFQ shall be submitted electronically to

procurement@halifaxwater.ca quoting “RFQ02.2020 – ICIP Candidate Climate Change

Resilience Assessment” in the subject line, using one (1) PDF document as follows:

The RFQ shall include an unencrypted searchable PDF electronic file,

Proponents are requested to be concise, RFQ is to be limited to a maximum of 30

single sided pages, and as appropriate, include supporting information in

appendices. The appendices will not be included in the page count. RFQ

evaluators shall not review/consider information that is included in pages which

are beyond the stated maximum. Please note the file size of Halifax Water’s

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servers can accept up to 25MB.

Halifax Water’s Procurement Department will confirm receipt of RFQ via email.

3.1.1 Required Format

The Proposal shall include the following (3.1.1.1 to 3.1.1.6 inclusive) as a

minimum; failure to do so may be cause for rejection of the proposal.

3.1.1.1 Cover Page

On the Cover Page, the Respondent must provide the following information:

(a) Name of Respondent;

(b) Respondent’s address;

(c) Respondents’ phone number, e-mail, and fax number:

(d) The Project title, “ICIP Candidate Climate Lens Resilience Assessment,

Request for Qualifications, RFQ02.2020”; and

(e) Date of submission.

3.1.1.2 General Information

(a) General

The General section of the submission must provide the following

information about the Respondent, at a minimum:

i. Name of the Respondent ( i.e. the lead firm);

ii. Members of the Respondent’s proposed team (sub-consultants,

subsidiary or other entities who will form part of the Respondent’s

team involved with the Project) with an indication of the identity

of the individuals or entities who will hold a major or controlling

interest in the Respondent’s team;

iii. Full contact information for one identified contract person for all

future communications between Halifax Water and the

Respondent, including the contact person’s name, title,

organization, address, telephone number, fax number, and email

address:

iv. Legal status of the Respondent (e.g. corporation, sole proprietor,

joint venture, partnership, consortium);

v. Diagram or chart detailing the organizational structure of the

Respondent’s Team, including member entities, showing roles

and responsibilities and percentage breakdown of responsibility

and explaining the legal relationship between all entities

comprising the Respondent’s team, as applicable.

vi. A one-page corporate outline and business history of each entity

forming part of the Respondent’s team.

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(b) Roles and Responsibilities

Briefly outline the role of each member of the Respondent’s team,

including the lead entity which must be the Respondent. In doing so,

ensure that all major requirements of the Project are addressed. Provide an

organizational chart for key roles.

(c) Prior Working Relationships

Briefly describe prior working relationships among the Respondent’s team

members and among key personnel.

3.1.1.3 Company Experience and Project Team Qualifications

(a) Project Manager

Identification of a Project Manager and provision of resume. Provide brief

explanation as to why this person is appropriate for this role including

recent project management experience. The Project Manager is not

required to be a Professional Engineer.

(b) Key Personnel

Provide resumes of all key personnel (maximum two pages per person).

All resumes should include the particulars of education and training, and

relevant project experience highlighting the qualification to attestation the

Climate Lens assessments. Qualifications are stated in the Climate Lens

General guidance (Version 1.2 – September 6, 2019) and summarized

below:

i) GHG Mitigation Assessment: validated by a qualified

Professional Engineer or a GHG accounting specialist certified

under by the ISO 14064-3 or ISO 14065 standard.

ii) Climate Change Resilience Assessment: validated by a qualified

professional engineer, certified planner, specialized biologist, or

hydrologist demonstrating experience with ISO 31000.

3.1.1.4 Reference Projects

Provide three (3) reference projects related to ICIP’s Climate Change,

participatory examples of the GHG Mitigation and Climate Change Resilience

Assessments. For each reference project include a summary table, as per the

example below:

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Project Name:

Year Completed:

Project Description:

Relevance of Reference Project to Proposed Project:

3.1.1.5 Confidentiality

Submit confidentiality statement (See Section 4.14).

3.1.1.6 Acknowledgement

A complete acknowledgement, in the form set forth in Proponent Submission

Sheet (see page 2 of this document) confirming that the Proponent acknowledges

and agrees to all the conditions of participation in the RFQ.

3.1.1.7 Insurance

The successful proponents of this RFQ will be required to provide Professional

Liability insurance in the RFP stage of this procurement.

3.1.2 One Response

Proponents may not submit more than one proposal.

3.1.3 Address for Submission

The proposals must be submitted electronically via mail to:

procurement@halifaxwater.ca no later than 2:00 pm, Atlantic Time, Thursday

April 30, 2020, marked as follows:

ICIP Candidate Climate Lens Resilience Assessment

RFQ02.2020

Addressed to:

Halifax Water

Attention: Brent Hickman

Procurement Services

Email: procurement@halifaxwater.ca

Under no circumstance will proposals received after the submission closing date

be accepted.

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3.1.4 Electronic Copies

All proposals must be in electronic form. No mail or facsimile transmissions will

be accepted. However, amendments to the original document will be accepted

electronically, if received before the submission closing date. Originals must be

forwarded to Halifax Water so that they may be attached to the original electronic

copy for validity.

3.1.5 Late Submissions

The date and time of receipt of a Proposal shall be the date and time indicated by

Halifax Water’s email servers’ date and time indicated on the email header.

3.1.6 Addendums to the Request for Qualifications

All revisions to this RFQ will be posted in the form of an addendum to the Nova

Scotia Procurement Services Web Portal. Prior to the Submission Closing Date,

Halifax Water may revise any provision or part of the RFQ.

3.1.7 Request for Clarification

Any Proponent who has questions as to the meaning or intent of any part of this

RFQ or of the project, or who believes this RFQ contains an error, inconsistency

or omission, should submit a request for clarification. All requests for clarification

or inquiries concerning this RFQ should be forwarded by email no later than one

week prior to the Submission Closing Date, to the Halifax Water representative

identified below:

Brent Hickman, S.C.M.P.

Procurement Officer

Halifax Water

procurement@halifaxwater.ca

All clarifications to this RFQ will be posted to the Nova Scotia Procurement

Services Web Portal.

Halifax Water will assume no responsibility for verbal instructions or suggestions.

Halifax Water core hours of operation are Monday to Friday, 8:30 am to 4:30 pm.

3.2 Evaluation Process

Proposals will be evaluated on the basis of all information provided by the Proponent. Each

proposal will be reviewed to determine if the proposal is responsive to the submission

requirements outlined in the RFQ. Failure to comply with these requirements may deem

the proposal non-responsive.

In recognition of the importance of the procedure by which a Respondent may be selected,

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the following criteria outline the primary considerations to be used in the evaluation and

consequent being identified on a short list (not in any order).

Selection of a proposal will be based on the following criteria and any other relevant

information provided by the Respondent in the submission. Halifax Water reserves the

right to prioritize and weigh the importance of each sub-criterion within the identified

criteria confidentially.

Criteria Weight Score

Section 3.1.1.3 – Company Experience and Project Team

Qualifications 75%

Section 3.1.1.4 – Reference Projects 25%

Total 100%

3.3 Selection Process

An Evaluation Team comprised of Halifax Water representatives will evaluate responses

to the RFQ. Respondents may be invited to make a presentation to the Evaluation Team.

Respondents must be prepared to make a presentation and must have members of the

proposed project team participate in the presentation. The Evaluation Team may use this

opportunity to discuss the submitted proposal and request clarification of information

provided in the proposal submission. Respondents are encouraged to provide any

additional information that may be relevant in the evaluation of their proposal.

3.4 Notification of Selection

All Respondents shall receive notification as to whether or not they have been short-listed

pursuant to this RFQ in writing from Halifax Water.

4.0 GENERAL INFORMATION

4.1 Proponent Responsible for Proposal / No Reliance on Halifax Water

The Proponent accepts sole responsibility for the preparation and submission of its

Proposal including satisfying itself as to the requirements of all documents and the

submission of materials and the Proposal within the required time frames.

4.2 Rights of Halifax Water

The issuance of this RFQ constitutes only an invitation to submit Proposals. It does not

commit Halifax Water to enter into an Agreement with any of the Proponents. Halifax

Water is not bound to accept any Proposals and may proceed as it, in its sole discretion,

determines on receipt of Proposals. The rights reserved by Halifax Water include the right

at any time and for whatever reason and without liability to any Proponent to:

(a) conduct investigations with respect to the qualifications and experience of the

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Proponent and its members;

(b) require one or more Proponents to supplement, clarify, provide additional

information in order for Halifax Water to evaluate the Proposal submitted;

(c) waive any defect or technicality in any Proposal received;

(d) reject the Proponent as organized and suggest changes to the Proponent's members

prior to the execution of any Agreement;

(e) terminate, in its sole and absolute discretion, any and all subsequent consideration

of, or Agreement with, any Proponent, if it believes a change in the membership

of the Proponent, from that described in its Proposal, adversely affects the scoring

of the Proponent's Proposal or the Proponent's ability to carry out the contract in

accordance with the terms and conditions stated herein;

(f) supplement, amend, substitute or otherwise modify any part or all of this RFQ

including by extending any schedule or period of time;

(g) issue one or more addenda to this RFQ;

(h) reject any or all Proposals or any portion thereof;

(i) disclose to the public information contained in the Proposals;

(j) suspend, postpone or cancel this RFQ in whole or in part with or without

substitution of another RFQ or proposal process;

(k) take any action affecting this RFQ, the RFQ process or the contract that would be

in the best interests of Halifax Water; and

(l) use any concept or approach suggested in any Proposal including its use in

negotiating an agreement with the Successful Proponent or any other Proponent.

4.3 No Liability

Halifax Water, its management, employees, Proponents and agents accepts no liability for

any costs, expenses, damages or otherwise of any Proponent for the proposal response to

this RFQ.

Halifax Water, its Board of Directors, officers, employees, Proponents and agents accept

no liability for any costs, expenses, damages or otherwise of any Proponent in the event

the Successful Proponent selected fails to comply with any terms, conditions or

requirements of the RFQ, any addenda to the RFQ or the contract Agreement.

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4.4 Disclosure of Information and Communication Procedures

4.4.1 Disclosure by Halifax Water

Halifax Water will consider all Proposals as confidential, subject to the disclosure

requirements imposed by applicable law. Halifax Water will, however, have the

right to make copies of all Proposals received for its internal review process and

to provide copies to its staff, technical and financial advisors and representatives.

Notwithstanding the foregoing, the Proponent acknowledges and agrees that

Halifax Water will not be responsible or liable in any way for any losses that the

Proponent may suffer from disclosure of information or materials to third parties.

4.4.2 Disclosure by the Proponent

The Proponent shall not disclose any details pertaining to its Proposal or any part

of the selection process to anyone not specifically involved in its Proposal, without

the prior approval of Halifax Water. The Proponent shall not issue a news release

or other public announcement pertaining to details of its Proposal or the selection

process without the prior approval of Halifax Water.

4.5 Costs and Expenses of the Proponent

Halifax Water accepts no liability for any costs or expenses incurred by the Proponent in

responding to this RFQ, responses to clarification requests and re-submittals, potential

meetings, tours and interviews, subsequent negotiations, or any other cost incurred prior to

the execution of the Agreement by Halifax Water and the Successful Proponent. By

submitting a Proposal, the Proponent agrees that it shall prepare the required materials and

undertake the required investigations at its own expense and with the express

understanding that it cannot make any claims whatsoever for reimbursement from Halifax

Water for any costs and expenses associated with the RFQ process in any manner

whatsoever or under any circumstances including, without limitation, the rejection of all or

any of the Proposals or cancellation of the RFQ or the contract.

4.6 Clarification of Proposals

Halifax Water is not obliged to seek clarification from the Proponent regarding any aspect

of its Proposal.

Halifax Water shall have the right to request the Proponent to submit information to clarify

or interpret any matters contained in its Proposal and to seek the Proponent's written

acknowledgement of that clarification or interpretation. In addition, Halifax Water may

request supplementary documentation from the Proponent when there is an irregularity or

omission in its Proposal or the documents submitted therewith. The Proponent should not

assume Halifax Water will request clarifications.

Supplementary documentation accepted by Halifax Water and written interpretations that

have been supplied or acknowledged by the Proponent shall be considered to form part of

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the Proposal.

4.7 No Conflict of Interest

The Proponent and members of the Proponent are requested to disclose any conflict of

interest, real or perceived, which exists now or which may in the opinion of the Proponent

exist in the future. Halifax Water reserves the right to disqualify the Proponent if, in the

opinion of Halifax Water acting reasonably, it has a conflict of interest, whether such

conflict exists now or arises in the future.

4.8 No Interest in Another Proponent

The Proponent shall not have any interest whatsoever in any other Proponent or in the

Proposal of any other Proponent nor enter into any arrangement, agreement or

understanding either before or after the submission date that would have that result.

Provided however, after the closing date, the unsuccessful Proponents or members of the

unsuccessful Proponents may, with the consent of Halifax Water, become involved in the

contract, provided such involvement is limited solely to acting as a subcontractor to the

Successful Proponent.

4.9 Waiver / No Reliance

Halifax Water does not accept responsibility for any information, advice, errors or

omissions which may be contained in this RFQ or its appendices or any addendum. Halifax

Water makes no representation or warranty, either express or implied, in fact or in law,

with respect to the accuracy or completeness of this RFQ or its appendices or any

addendum and Halifax Water shall not be responsible for any action, cost, loss or liability

whatsoever arising from the Proponent's reliance on or use of such information or any other

technical or historical schedules, data, materials or documents provided by Halifax Water.

The Proponent is responsible for obtaining its own independent financial, legal,

accounting, engineering and technical advice with respect to any information included in

this RFQ, its appendices or any addenda or in any documents provided by Halifax Water.

4.10 False or Misleading Information

If there is any evidence of misleading or false information in any Proposal, Halifax Water

may reject that Proposal.

4.11 Compliance with Applicable Law

The Proponent shall be responsible, at its expense, for complying with all applicable laws

relating to the contract and, except as explicitly stated in this RFQ, for obtaining,

maintaining and complying with all / any approvals required for the contract.

4.12 Time to be of the Essence

Time shall be of the essence of this RFQ and all Proposals.

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4.13 Governing Law

This RFQ and all activities connected therewith shall be governed in all respects by the

laws of the Province of Nova Scotia and the laws of Canada applicable therein.

4.14 Confidentiality

(a) Halifax Water may, at its sole discretion, disclose Confidential Information to the

Proponent or the Proponent's representatives for the purposes of the RFQ process.

Notwithstanding any such disclosure, the Confidential Information shall remain

the sole and exclusive property of Halifax Water and Halifax Water shall retain all

right, title and interest in and to the Confidential Information. The Proponent and

the Proponent's representatives shall use the Confidential Information solely and

exclusively for purposes of the RFQ process.

(b) Without limiting the generality of the permitted use of the Confidential

Information, neither the Proponent nor the Proponent's representatives shall use

the Confidential Information for the purpose of achieving any commercial or

financial benefit. In addition, neither the Proponent nor the Proponent's

representatives shall publish, reproduce, copy, disseminate or disclose the

Confidential Information to others without Halifax Water's prior written consent,

which consent may be withheld for any reason.

(c) The Proponent's completed report shall be exempt from disclosure under the

Freedom of Information and Protection of Privacy Act on the basis that it will

include information about Halifax Water's security systems and its disclosure has

the potential to pose a significant risk to public health and safety.

(d) The Proponent shall keep a record of all Confidential Information furnished to it

and to its representatives and of the location of such Confidential Information. The

Proponent shall make every reasonable effort to secure the Confidential

Information and the Proponent shall return all Confidential Information provided

to the Proponent and its representatives immediately to Halifax Water upon request

and in any event immediately upon completion or cessation of the RFQ process.

The Proponent shall submit a statement in this RFQ explicitly detailing the

measures proposed to achieve this confidentiality and confirming a

commitment to Halifax Water's information security. The Proponent's

statement shall include a commitment to ensuring that all its representatives

will comply with and are bound by the terms and conditions of this

confidentiality commitment.