MATERIALS AND PROCUREMENT DEPARTMENT 1900 YONGE STREET PAGE 1 OF 1 TORONTO, ONTARIO M4S 1Z2
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1 TORONTO TRANSIT COMMISSION ADDENDUM NO._1 MATERIALS AND PROCUREMENT DEPARTMENT 1900 YONGE STREET PAGE 1 OF 1 TORONTO, ONTARIO M4S 1Z2 PROPOSAL NO.: P01CB13176 TITLE: TARGETED MARKET RESEARCH SERVICES FOR UP TO A 3- YEAR TERM This addendum forms part of the Proposal Documents and amends the original Proposal Documents as noted below: 1. The closing date has been extended from October 25, 2013 to November 1, Refer to the Weighting Matrices, the 3 rd table has been revised 3. Refer to the Price Schedule, page 3 contains various changes. Discard the original Price Schedule and replace it with the attached Price Schedule Addendum No Refer to Terms of Reference; pages 2, changes have been made to section 3.1. See attached for details of this addendum. The Proponent shall note in the Proposal Form the number of addenda received during the Proposal period, to acknowledge that the contents form part of its Proposal.
2 Toronto Transit Commission Instructions to Proponents Request for Proposal - Service (January 2013) Page 1 of 2 TITLE: TARGETED MARKET RESEARCH SERVICES FOR UP TO A 3-YEAR TERM PROPOSAL NO: P01CB13176 ISSUE DATE: OCTOBER 4, 2013 Your firm is hereby invited to submit a Proposal to the Toronto Transit Commission for the above stated referenced requirement as specified in this Request for Proposal (RFP). INDEX: NO. TITLE PAGE NO. 1 PURPOSE PROPOSAL SUBMISSION PROPOSAL INQUIRIES LOBBYING ADDENDA PROPOSAL EVALUATION AND ACCEPTANCE WORK PERFORMANCE MUNICIPAL FREEDOM OF INFORMATION AND PROTECTION OF PRIVACY ACT... 2 INSTRUCTIONS TO PROPONENTS 1 Purpose - The Toronto Transit Commission (TTC) has a requirement for the services as outlined in the Terms of Reference herein. 2 Proposal Submission - The Proponent shall complete the Proposal Form including the Proposal Form Price Schedule(s) and submit it in a sealed envelope with the label included as Appendix A affixed to the front of the envelope. The Proponent shall not show its name on this envelope. The Proponent shall be responsible for ensuring it reviews and understands the Instructions to Proponents, Supplementary Instructions to Proponents, General Conditions, applicable Supplementary Conditions and Terms of Reference, which form this Request for Proposal (RFP). Sealed Proposals addressed as follows, will be received by the TTC at the 1 st Floor Reception Desk until 2:00 p.m. Toronto time on NOVEMBER 1, 2013: ATTENTION: HEAD TTC SERVICES DEPT YONGE STREET TORONTO, ONTARIO M4S 1Z2 Any Proposal received late according to the TTC s clock will not be considered and will be returned to the respective Proponent. Faxed Proposals will not be considered. The Proponent is solely responsible to ensure that the Proposal submission is delivered to the address indicated above. The TTC will not be responsible to redirect any submissions delivered in error to any other of the TTC's properties Proposal Results - Proposals are not publicly opened and until the Contract award, only the names of the Proponents will be available on the Materials & Procurement website at under 'Business with the TTC'. Following the Contract award, the name(s) of the successful Proponent(s) along with award value(s) will be available at 3 Proposal Inquiries - All inquiries or requests for information during the Proposal period shall without exceptions, be directed to the Buyer by at grace.li@ttc.ca or Fax No. (416) or Phone No. (416) The TTC will only ensure responses to inquiries received at least one week prior to the Proposal closing. No assurances are given by the TTC that responses will be made to inquiries received after that date. 4 Lobbying -.1 Anyone who Lobby s (as defined in the City of Toronto Municipal Code, Chapter 140) or is expected to Lobby a Member of the TTC Board (i.e. Commissioner), their staff, or any TTC officer or employee must comply with the requirements as set out in the City of Toronto Municipal Code, Chapter 140 Lobbying). For the purposes of Chapter 140 of the City of Toronto ADDENDUM NO. 1
3 APPENDIX A PLEASE CUT-OUT AND AFFIX THIS ADDRESS LABEL TO THE ENVELOPE CONTAINING YOUR SUBMISSION. TO: TORONTO TRANSIT COMMISSION PROPOSAL NO.: P01CB13176 TITLE: CLOSING: TARGETED MARKET RESEARCH SERVICES FOR UP TO A 3-YEAR TERM 2:00 P.M. TORONTO TIME on NOVEMBER 1, 2013 ATTENTION: HEAD TTC SERVICES DEPT. TORONTO TRANSIT COMMISSION 1900 YONGE STREET TORONTO, ONTARIO M4S 1Z2 NOTE: THE TORONTO TRANSIT COMMISSION CANNOT BE HELD RESPONSIBLE FOR DOCUMENTS SUBMITTED IN ENVELOPES THAT ARE NOT LABELLED IN ACCORDANCE WITH THE ABOVE INSTRUCTIONS. IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT THE BUYER REFERENCED IN THE INSTRUCTIONS TO PROPONENTS. ADDENDUM NO. 1
4 Weighting Matrices TTC Request for Proposal No.: P01CB13176 The matrices below illustrate the estimated likelihood, in percentages, for each type of Work that the Proponent may be required to perform during the Term of the Contract. For evaluation purposes, these weightings will be used by the TTC to convert the detailed pricing information submitted by the Proponent to a single consolidated yearly pricing. % Weighting for Telephone Interviews Questionnaire Length Incidence Rate 5 minutes 10 minutes 15 minutes 20 minutes 25 minutes 5% % % % % Total: 45% % Weighting for Intercept Interviews Questionnaire Length Incidence Rate 5 minutes 10 minutes 15 minutes 20 minutes 25 minutes 5% % % % % # of Open-Ended Questions % Weighting for Data Coding, Editing and Entry Questionnaire Length or Equivalent Total: 45% 5 minutes 10 minutes 15 minutes 20 minutes 25 minutes Addendum No. 1 Total: 10%
5 Proposal Form - Price Schedule TTC Request for Proposal No.: P01CB13176 Targeted Market Research Services for Up To A Three-Year Term Appendix 1 - Page 1 of 3 It is estimated that approximately two (2) targeted research projects (any combination of services in Tables 1, 2 & 3 below) will be required on a yearly basis. Proponent must provide pricing for all three Years (Years 1, 2 & 3) for all types of services below in order to be considered for award of the Contract. Proponent may submit optional pricing for Years 4 & 5 at its sole discretion. Provide all-inclusive pricing for all types of questionnaire below. Refer to the attached Weighting Matrices for reference. The all-inclusive pricing shall include all costs (i.e. sampling, fieldwork, data coding, editing, entry and construction of a SPSS dataset for telephone surveys performed by the Company, etc) and applicable taxes to complete each questionnaire (completion) based on a sample size of 500 completions. Table 1: Pricing for Telephone Interviews Incidence Rate 5% 10% 25% 50% 80% Incidence Rate 5% 10% 25% 50% 80% Year 1 Year 2 Year 3 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. Year 4 (OPTIONAL) Year 5 (OPTIONAL) 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. Appendix 1 - Page 2 of 3 Addendum No. 1
6 Proposal Form - Price Schedule TTC Request for Proposal No.: P01CB13176 Targeted Market Research Services for Up To A Three-Year Term Provide all-inclusive pricing for all types of questionnaire below. Refer to the attached Weighting Matrices for reference. The all-inclusive pricing shall include all costs (i.e. sampling, fieldwork, data coding, editing, entry and construction of a SPSS dataset for on-site intercept surveys performed by the Company, etc) and applicable taxes to complete each questionnaire (completion) based on a sample size of 500 completions. Table 2: Pricing for On-Site Intercept Interviews Incidence Rate 5% 10% 25% 50% 80% Year 1 Year 2 Year 3 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. Incidence Rate 5% 10% 25% 50% 80% Year 4 (OPTIONAL) Year 5 (OPTIONAL) 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. Appendix 1 - Page 3 of 3 Addendum No. 1
7 Proposal Form - Price Schedule TTC Request for Proposal No.: P01CB13176 Targeted Market Research Services for Up To A Three-Year Term Provide all-inclusive pricing for all types of questionnaire below. Refer to the attached Weighting Matrices for reference. The all-inclusive pricing shall include all costs (i.e. data coding, editing, entry and construction of a SPSS dataset for data supplied by the TTC, etc) and applicable taxes to complete each questionnaire (completion) based on a sample size of 500 completions. Table 3: Pricing for Data Coding, Editing and Entry # of Open- Year 1 Year 2 Year 3 Ended Questions 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min # of Open- Year 4 (OPTIONAL) Year 5 (OPTIONAL) Ended Questions 5 min. 10 min. 15 min. 20 min. 25 min. 5 min. 10 min. 15 min. 20 min. 25 min Addendum No. 1
8 Toronto Transit Commission Terms of Reference Request for Proposal Service (January 2013) Page 2 of 5 discipline or profession, do not meet the training requirement. Similarly (co)authorship of publications in scholarly or professional journals does not, by itself, meet this requirement. Training in statistical methods alone, or the ability to use software applications which perform statistical analysis with no concurrent training in market or social research methods similarly does not meet the requirement. Managerial and supervisory role (team leader) within the proposed project team shall have advanced training or education leading to a professional or academic credential in market research or social research specifically. All interviewers shall have a minimum of 50 hours overall interviewing experience with adequate training received. 3 SCOPE OF WORK TTC staff will develop project briefs, including sampling requirements and methods, target dates, work schedules, scope, draft questionnaires and project specifications and provide them to the Company. The Company shall submit, within five (5) business days upon receipt of the TTC request (or any other schedule agreed to by the Company and the TTC Representative), a total cost estimate and detailed schedule for each project to the TTC s Representative for review and approval prior to commencement of the Work. TTC reserves the right to add additional Work from time to time during the Terms of the Contract. The Company shall: 1. Conduct telephone interviews from a central telephone interviewing facility with Computer Assisted Telephone Interviewing (CATI) capabilities or conduct personal intercept interviews on both TTC and public property. It is estimated that approximately 70% interviews will be conducted using land lines and 30% using cell phones. 2. Develop and implement detailed plans for obtaining representative samples of respondents who meet the sampling criteria specified by the TTC. Note that cluster sampling is unacceptable: there can be only one completed interview per sample point. 3. Provide a detailed summary of the data sources from which they propose to draw samples from the general population, or some specified subset of the general population, residing in the municipalities mentioned above. The TTC estimates that approximately 85% of the population of the City of Toronto who are 15 years of age or older use the TTC at least once per year. The TTC will supply its best available information on incidence rates, if available, for the Company s use in costing specific projects. 4. Provide a final draft of all survey questionnaires. The TTC will provide an initial draft questionnaire for each survey and the Company may propose revisions to this draft which it considers beneficial and implement other changes subject to the approval of the TTC. 5. Supply a copy of all survey materials (in a soft copy form), with all skips and qualifications specified (i.e. cannot be in Computer Assisted Telephone Interviewing (CATI) format) as part of the deliverables for each project. 6. Pre-test proposed final drafts of all questionnaires on a sample of no fewer than 25 qualified respondents, and propose any changes it regards as necessary or beneficial on the basis of the pre-testing. If no material changes to the survey instrument are required based on pre-testing, the completed surveys gathered during the pre-test phase may be included in the required total of completions for the project. 7. Obtain no less than the agreed (by the TTC) number of complete interviews, in English, on behalf of the TTC. Telephone interviews must be conducted from a central telephone interviewing facility with full monitoring capabilities. A minimum of six attempts must be made to contact a selected respondent before abandoning the effort. Personal intercept interviews will be carried out either on the TTC or public property. ADDENDUM NO. 1
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