stm-call for proposals-metro sponsor ships

14
Partnerships in Sustainable Development Partners visible right down the line! Call for proposals to select four major partners

Upload: andyriga

Post on 02-Apr-2015

389 views

Category:

Documents


0 download

DESCRIPTION

Posted by Metropolitan News, a Montreal Gazette blog by Andy Riga.http://communities.canada.com/montrealgazette/blogs/metropolitannews/archive/2011/02/02/metro-sponsorships-montreal-lignes-to-metro-commanditees-stm.aspx

TRANSCRIPT

Page 1: STM-Call for Proposals-Metro Sponsor Ships

Partnerships in Sustainable DevelopmentPartners visible right down the line!

Call for proposalsto select four major partners

Page 2: STM-Call for Proposals-Metro Sponsor Ships

2

Instructions for interested companies

1. Purpose of the call for proposals

Métrocom Limited Partnership, a partner of the limited partnership Transgesco, which is a wholly owned subsidiary of Société de transport de Montréal (STM), is interested in establishing four partnerships to promote sustainable development. (See Appendix 4 for a description of the project.)

This call for proposals is to all large companies with recognized sustainable development policies. The four companies selected will be able to put their name on one of the four metro lines comprising the Montréal subway system. In exchange for naming rights to a metro line for 10 years, the four large companies selected will have to pay a minimum annual fee of two to six million dollars, depending on the line, and promote public transit to their employees, customers, and business partners.

The proposals will be assessed in two stages by a four-member committee comprising a Métrocom representative, a Transgesco representative, and two independent university representatives.

In stage one, the committee will verify that the bidder does in fact have an eff ectively applied sustainable development policy. Absent such a policy or eff orts to apply it, the proposal will be rejected. Any company whose values are at odds with those of the STM will also be disqualifi ed.

To be valid, proposals must also be accompanied by a certifi ed check, bank draft, or irrevocable bank letter of guarantee for $250,000 issued by a chartered Canadian bank or a credit union, payable to Métrocom s.e.c. and good for 180 days.

In stage two, once it has been established that the company has a sustainable development policy, the proposal will be assessed using a checklist of fi ve criteria:

• The price o� ered for one line (minimum prices are required for each line, as indicated in this brief )

• The company’s sustainable development policy, its accomplishments, and its future plans to promote sustainable development

• The strategies and resources it undertakes to develop and deploy under the partnership to promote public transit, in particular to its employees and customers

• The logo and colors it plans to associate with the line

• Any element that could raise the proposal’s partnership value.

Page 3: STM-Call for Proposals-Metro Sponsor Ships

3

Initially, the proposals will be assessed to determine whether the bidders have sustainable development policies. To facilitate this, bidders must provide a history of their sustainable development policies and how they have been applied.

Companies must provide all the required information, records, and documents listed in the proposal form (see Appendix 1).

Proposals must address each of the criteria in the assessment checklist (see Appendix 2).

Proposals must meet the minimum prices for each of the lines (see Appendix 3).

2. Submission and opening of proposals

3. Brie� ng

4. Proposals and assessments

In order to be accepted, proposals must be submitted to the offi ce of Métrocom, 759 Square-Victoria, bureau 103, Montréal, no later than February 7, 2011, 10 a.m. local time.

A system will be used to weight and assess proposals.

Métrocom reserves the right to cancel this call for proposals at any time and makes no commitment with respect to subsequent steps or the award of a contract.

The envelope used to submit the proposal must be sealed and indicate the name of the company and the title of the call for proposals.

A briefi ng will be held on January 11, 2011. The project will be presented at that time. A representative of the outside fi rm that evaluated the partnerships will be present to answer bidders’ questions.

Individuals interested in attending this meeting must confi rm by telephone or Internet to

Denis Dolbec, [email protected]

Page 4: STM-Call for Proposals-Metro Sponsor Ships

4

5. Signature of a 10 year agreement

6. Rejection and processing of proposals

Prerequisites

Prior to signing the agreement, partners must obtain Métrocom s.e.c.’s approval of the materials they plan to use to promote their visibility in authorized locations and of their sustainable development and public transit promotion plans.

Term of the agreement

10 years

Fees payable

Per the agreement

Development of a strategy to promote sustainable development and public transit

Partners must devise a strategy and set goals for promoting sustainable development and public transit.

Activity reports

Partners must submit activity reports in order to inform Métrocom of the actions taken and results achieved as a result of their strategies to promote sustainable development and public transit.

Monitoring of the company’s sustainable development policy and the implementation of its public transit promotion program

Métrocom s.e.c. will conduct an annual audit of the partner’s performance in promoting sustainable development and public transit by comparing it to the annual plan submitted.

Transfer of the agreement

The agreement is nontransferable.

Termination of the agreement

Métrocom s.e.c. may terminate the agreement if a partner fails to comply with its conditions. Before making such a decision, Métrocom s.e.c. must provide the partner with advance written notice and allow it a period of time to present its observations, in accordance with the terms of the agreement.

Métrocom s.e.c. makes no guarantee that it will assess any of the proposals received.

Some proposals may not considered for the next phase in the selection process because they were rejected by Métrocom s.e.c. Examples include

• Proposals rejected for failure to comply with the requirements of the call for proposals documents

• Proposals from companies whose operations are at odds with the mission of Société de transport de Montréal or that could undermine its image.

Page 5: STM-Call for Proposals-Metro Sponsor Ships

5

7. Information

For the duration of this call for proposals, the contact person for interested individuals is

Denis Dolbec, Attorney-at-LawMétrocom s.e.c. 759 Square-Victoria, bureau 103Montréal, H2Y 2J7

[email protected]

514-868-1750

Page 6: STM-Call for Proposals-Metro Sponsor Ships

A1–1

Appendix 1

Proposal Form

1. Company

Name of corporate entity

Name of representative

2. Address

Head o� ce

NAME

ADDRESS

CITY OR TOWN PROVINCE POSTAL CODE

TELEPHONE FAX

EMAIL

Principal place of business in Québec

NAME

ADDRESS

CITY OR TOWN PROVINCE POSTAL CODE

TELEPHONE FAX

EMAIL

Mailing address for proposal purposes

NAME

ADDRESS

CITY OR TOWN PROVINCE POSTAL CODE

TELEPHONE FAX

EMAIL

Page 7: STM-Call for Proposals-Metro Sponsor Ships

A1–2

3. Economic activities of the company

Description of company’s economic activities

Mission

Corporate values

Page 8: STM-Call for Proposals-Metro Sponsor Ships

A1–3

4. Prix offert pour une ligne

First choice:

YELLOW LINE ORANGE LINE GREEN LINE BLUE LINE Price bid :

Second choice:

YELLOW LINE ORANGE LINE GREEN LINE BLUE LINE Price bid :

Third choice:

YELLOW LINE ORANGE LINE GREEN LINE BLUE LINE Price bid :

Fourth choice:

YELLOW LINE ORANGE LINE GREEN LINE BLUE LINE Price bid :

5. Company’s sustainable development policy

A document outlining our company’s sustainable development policy, including a timeline, how the policy is applied, and our company’s future plans in this area, is attached.

6. Sustainable development and public transit promotion

A document explaining the approaches and strategies we intend to develop under this partnership to promote sustainable development and public transit among our employees, customers, and business partners is attached.

7. Other elements that might enhance this proposal

A document presenting other elements that might enhance our proposal is attached. (Optional)

SIGNATURE OF AUTHORIZED SIGNATORY:

DATE

Please send form and all required information by mail to the address indicated in the public notice and project specifi cations.

Page 9: STM-Call for Proposals-Metro Sponsor Ships

A2–1

Appendix 2

Proposal Evaluation Grid

IDENTITY OF APPLICANT:

EXISTING SUSTAINABLE DEVELOPMENT POLICY YES NO

CERTIFIED CHECK OR DEPOSIT YES NO

APPLICANT ACTIVITIES COMPATIBLE WITH STM MISSION YES NO

Criterion Weighting (%) Number of points 1 Points obtained

A B A x B

Price bid 75 %

Company sustainable development policy

• Achieved • Future plans

5 %5 %

Strategies and methods company agrees to develop under the partnership to promote public transit use among

• Employees• Customers• Business partners

5 %5 %3 %

Logo and line colors 2 %

100 %

Any elements that might enhance proposal in the spirit of the partnership (bonus points)

5 %

1. Each criterion (including bonus) is scored out of 100 points.

Page 10: STM-Call for Proposals-Metro Sponsor Ships

A3–1

Appendix 3

Minimum bid per line

Yellow line

� 3 stations (including transfer station)� Estimated annual visibility: 104,803,085� Minimum bid: $2 million annually

Orange line

� 31 stations (including two transfer stations)� Estimated annual visibility: 370,875,040� Minimum bid: $6 million annually

Green line

� 27 stations (including two transfer stations)� Estimated annual visibility: 232,339,060� Minimum bid: $5.5 million annually

Blue line

� 12 stations (including two transfer stations)� Estimated annual visibility: 103,252,295� Minimum bid: $2 million annually

Page 11: STM-Call for Proposals-Metro Sponsor Ships

A4–1

Appendix 4

Partners in Sustainable Development

Four lines = Four partnersAssociating your name with STM and its mission bene� ts you all the way down your Métro line

� Length of partnership: 10 years

� Strategic partners receive the following bene� ts:

Tangible bene� ts

– An original brand platform– Sustained visibility– Exclusive rights to a Métro line– High-potential name association

with a high-pro� le brand– Sought-after market

Intangibles

– Association with sustainable development

– Association with public transit, a recognized and e� ective environmental cause

– Positive involvement

Unparalleled visibility for four respected corporate partners with acknowledged sustainable development policies

Partners visible right down the line!

Page 12: STM-Call for Proposals-Metro Sponsor Ships

A4–2

Bene� ts to STM

� Development of major and recurring new funding sources

� Development of partnerships for the promotion of public transit and sustainable development

� Integration of partners in the broader Society in Motion initiative launched in 2009 by STM, symbolized by Montréal’s Métro lines

Montréal’s model Métro

� The Montréal Métro is a fundamental part of Montrealers’ lives and self-image. It opened as part of Expo 67 and was associated with Québec’s newfound openness to the world.

� STM is North America’s best transit system, according to APTA.

� STM is one of the world’s most productive subway systems in the world according to Imperial College London.

� Its operating costs are among the world’s lowest.

� Projected delivery rates: 100.17% in 2008 and 99.64% in 2009.

� Customer satisfaction rate of 86%� A system on the go with projected

investments of $1.1 billion by 2020.

The Métro at a Glance:

� 68 stations

� 71 kilometers of track in four lines

� 759 cars traveling 76.3 million kilometers in 235.2 million trips in 2009

Page 13: STM-Call for Proposals-Metro Sponsor Ships

A4–3

Partnership Project Assessment

� An objective outside assessment was conducted by a � rm with internationally recognized expertise in the � eld.

� This assessment took into account quantitative and qualitative aspects of the project in line with industry standards, including – Line tra� c– Visibility elements– CPT (cost per thousand) at $3 according to the benchmark – Value of visibility in light of tra� c and CPT According to this assessment, the project received close to the highest possible score for qualitative aspects.

Partner identi� cation aspects

� Directional display of lead car

� Collector booths

� System maps in Métro cars

� System maps in stations

� Bus shelter system maps

� Two-way signs

� Folding maps available to STM users

� Platform strips

� Pamphlets and brochures

� Posted hours of operation

� Aboveground station signage

� STM websites

Page 14: STM-Call for Proposals-Metro Sponsor Ships

A4–4

Examples of Visibility*

Outdoor signage

Directional signage

Platform courtesy instructions

System maps

Booths

* For information only..