stm-call for proposals-metro sponsor ships
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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.aspxTRANSCRIPT
Partnerships in Sustainable DevelopmentPartners visible right down the line!
Call for proposalsto select four major partners
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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.
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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]
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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.
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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
514-868-1750
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
Principal place of business in Québec
NAME
ADDRESS
CITY OR TOWN PROVINCE POSTAL CODE
TELEPHONE FAX
Mailing address for proposal purposes
NAME
ADDRESS
CITY OR TOWN PROVINCE POSTAL CODE
TELEPHONE FAX
A1–2
3. Economic activities of the company
Description of company’s economic activities
Mission
Corporate values
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.
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.
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
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!
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
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
A4–4
Examples of Visibility*
Outdoor signage
Directional signage
Platform courtesy instructions
System maps
Booths
* For information only..