Request for Proposal. Study on Economic Impact of Calgary s Post-Secondary Sector. Reference Number:

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1 Study on Economic Impact of Calgary s Post-Secondary Sector Reference Number: Issued: May 31, 2016 Responses Due: June 10, 2016 Calgary Economic Development Ltd st Street SE Calgary, AB T2G 2G9 Phone: (403) or May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 1 of 9

2 1. Table of Contents 2. INTRODUCTION TIMELINES DEFINITIONS STANDARD FORM CONTRACT VENDORS QUESTIONS CONFLICT OF INTEREST VENDOR EXPENSES PRICING BACKGROUND PURPOSE OF THE PROJECT OBJECTIVE OF THE PROJECT APPROACH DELIVERABLES Project Steering Budget FEES AND PAYMENT TERMS CONTRACTING MANAGER PROPOSAL EVALUATION CRITERIA Selection Methods Vendor Response Guidelines Team Competence & Resources Methodology Fees and Expenses SUBMISSION INFORMATION CED RESERVATION OF RIGHTS AND VENDOR S LICENSE GRANT NO FURTHER CONTRACT OR LIABILITY ARISING FROM RFP PROCESS... 9 May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 2 of 9

3 2. Introduction Calgary Economic Development Ltd (CED) invites qualified firms to submit a proposal for the above titled (RFP). A proposal, in electronic form, together with one hardcopy must be submitted as outlined in clause 20. The hardcopy proposal must be submitted in a sealed package labeled RFP on or before June 10, 2016 with the Vendor's name on the outside of the envelope. Late proposals will not be accepted. 3. Timelines RFP Release 5/31/2016 Deadline for Questions 6/6/2016 Proposal Submission Date 6/10/2016 Meetings with Short-Listed Vendors (if required) 6/14/2016 Bid Notification Date 6/17/2016 Project kick-off 6/20/2016 Midpoint meeting with Project Team 8/26/2016 Project Completion Date (draft) 10/21/2016 Project Completion Date (final) 11/11/ Definitions "CED" means Calgary Economic Development Ltd. " (RFP)" means this document including attached appendices. "Contracting Manager" means the person identified in clause 18 of this RFP. "Vendor" means an organization responding to this RFP. "Proposal" means a Vendor's response to this RFP and includes all of the Vendor's attachments and presentation materials. Selection Committee means the committee that will be reviewing RFP proposals and overseeing work on this project. The committee is made up of representatives from CED, and the Steering Committee "Services" means the duties, tasks, and responsibilities as described in this RFP. May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 3 of 9

4 5. Standard Form Contract By submitting a Proposal a Vendor acknowledges it agrees that the terms and conditions of this RFP are incorporated by reference into its Proposal. If a Vendor's Proposal is accepted the Vendor will be expected to execute CED's standard contractor agreement. Vendors who are unwilling to abide by these standard terms and conditions should not submit a Proposal. 6. Vendors Questions All questions regarding this RFP must be directed in writing to the Contracting Manager. Enquiries and responses may be recorded and may be distributed to all Vendors. The Vendor must immediately notify the Contracting Manager in writing of any ambiguity, divergence, error, omission, oversight, or contradiction in this RFP discovered by the Vendor and request whatever clarification is required to prepare the Vendor's Proposal. In order for CED to deal effectively with Vendor questions or concerns about any terms, conditions or requirements of this RFP, including the standard terms and conditions, such questions or concerns must be communicated in writing to the Contracting Manager in accordance with the Timeline indicated in item (3) above. Questions received after this time will be answered if, in the opinion of CED, time permits. 7. Conflict of Interest Vendors must fully disclose, in writing, to the Contracting Manager on or before the closing date of this RFP, the circumstances of any possible conflict of interest or what could be perceived as a possible conflict of interest between the Vendor and CED and/or the Selection Committee. CED may reject any Proposal where, in the opinion of CED, the Vendor is or could be perceived to be in a conflict of interest. 8. Vendor Expenses The Vendor is responsible for all costs of preparing and presenting its Proposal. 9. Pricing All Proposals will be issued in Canadian dollars. 10. Background Calgary Economic Development recognizes the value of the post-secondary institutions and the vital role they play in achieving the goals of the Economic Strategy for Calgary shared prosperity, strong communities and sustainable economic development. Calgary Economic Development also understands that, collectively, the post-secondary sector has a significant impact on Calgary s economy. Calgary s post-secondary sector is comprised of seven institutions: Alberta College of Art and Design, Ambrose University, Bow Valley College, Mount Royal University, Southern Alberta Institute of Technology, St. Mary s University and the University of Calgary. These institutions include one of Canada s major research universities, one of only four colleges of art and design in Canada, Alberta s fastest growing college and one of Canada s largest trades training institutions. They employ thousands of faculty, research and support staff, train thousands of May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 4 of 9

5 students, test and commercialize research and spin-off companies. This study will assess the overall impact of the sector in Calgary. 11. Purpose of the Project The purpose of the project is to understand the economic impact provided by Calgary s postsecondary institutions. It is expected the project will portray the overall GDP contribution of Calgary s post-secondary institutes and the provincial rate of return on post-secondary investments in the Calgary region. 12. Objective of the Project This Study will provide Calgary s post-secondary institutions with an understanding of their economic impact on the Calgary region for the purpose of securing additional support (community, private sector and government) for the participating institutions. 13. Approach Evaluate the short, medium and long-term impact of the activities of the institutions through the use of input-output modeling, quantitative (tax returns) and qualitative (surveys, interviews, focus groups) tools. It is expected interviews will be conducted with the institutions, students, alumni, visitors and spin-off companies to gather qualitative information to supplement quantitative information. 14. Deliverables Primary Deliverables Conduct an aggregated economic impact analysis of Calgary s post-secondary institutions. Individual project partners (institutions) will be provided the option to generate their own individual report. This option will be negotiated individually with the consultant. The following measurements and impacts are primary outputs from the study: Direct and indirect employment and income effect of payroll and operations spending, Direct and indirect effect of research expenditures, Direct and indirect effect of out-of-region student spending, Direct and indirect effect of out-of-region visitors, and Impact of commercialized technologies, start-ups and spin-off companies from the institutions. Secondary Deliverables The following measurements and impacts are secondary outputs from the study: Analysis of social outcomes of higher education including improved health, reduced crime, reduced welfare and unemployment claims, and Short and long-run impacts associated with future capital projects. Optional Deliverables Individual post-secondary institutions involved in the study may request breakout reports for their institutions. This would be conducted separately from this RFP and arranged directly between the May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 5 of 9

6 vendor and the institutions. This individual analysis might include assessing whether students are financially better off attending post-secondary education or not. 15. Project Steering Committee Calgary Economic Development will serve as the lead for this project. The following partners will serve on the project steering committee: Donald Dart Alberta College of Art and Design Wendy Lowe Ambrose University Sousan Samadi Bow Valley College Peter Seto Mount Royal University Mini Thomas Southern Alberta Institute of Technology Debbie Osiowy St. Mary s University Stephen Childs University of Calgary 16. Budget The consultant is expected to provide an a la carte response to this RFP that would differentiate the costs for the primary and secondary deliverables; provide options for the project team to contribute to reduce project costs; and provide the option for individual project partners (institutions) to generate their own individual economic impact report. The consultant is also asked to consider check-in points with the project steering committee as well a potential in-person visit with the steering committee members. 17. Fees and Payment Terms Proposals should include a breakdown of the Vendor s fees and disbursements in completing the Services. The Vendor agrees to invoice CED monthly, or as mutually agreed by the partners, based on progressed completion of the Services as described in this contract. All pre-approved expenses and disbursements are to be invoiced as they are incurred together with each progress billing. 18. Contracting Manager For the purposes of the provisions of information surrounding this contract or the administration of the contract, the contracting manager is: Calgary Economic Development Ltd. Attention: Court Ellingson 731 1st Street SE Calgary, Alberta T2G 2G9 Canada Telephone: (403) Fax: (403) May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 6 of 9

7 19. Proposal Evaluation Criteria Selection Methods When an alternative is proposed regarding any specific requirement, it will be evaluated to ensure that the desired results will be achieved. Vendors should be aware that certain mandatory requirements have been set out in the terms of reference (scope, methodology, and deliverables) and submission information. Proposals that fail to provide these requirements may not be evaluated Vendor Response Guidelines The following information should be provided in each proposal and may be utilized in evaluating each proposal submitted Team Competence & Resources Describe the capability (technical expertise) of the resources proposed to meet the requirements described in the terms of reference. The proposal shall include a summary of the firm and/or proposed project team knowledge, skills and past experience, with a description indicating how, and in what ways, the proposed resources satisfies the needs and objectives identified in the RFP. Include related experience of the firm, including the past three similar jobs that have completed with the company name, contact person and phone number that may be contacted for a reference Methodology Clearly articulate the process and qualitative and quantitative methodology to be used, proposed work plan schedule, and timeline for deliverables in order to achieve the objectives and deliverables of the RFP. The methodology should also include consultations and timely reporting to The Contracting Manager Fees and Expenses It is anticipated the proponent will provide detailed fee breakdown by phase of the project. Expense information should be supplied including a breakdown of costs by major work plan tasks: Per diem rates Travel, if required; Administration overhead; Phone, fax, courier, printing, etc.; Sundry and contingency overhead rates; Software costs, data information or research; Prices must be stated in actual dollars and cents expressed in Canadian funds; and CED will pay the goods and services tax (GST); however, do not include GST in your proposed pricing. May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 7 of 9

8 20. Submission Information Proposals must be received in electronic forms by 16:00 MDT, June 10th, 2016 (hardcopy must be received by 16:00 MDT, June 13th, 2016) at: Calgary Economic Development Ltd st Street SE Calgary, Alberta T2G 2G9 Canada Attention: Court Elingson, Vice President, Research & Strategy After the closing, CED may post the identity and addresses of the vendors. CED may not consider any proposal that: Is received after the exact time and date noted above. Does not indicate the request for proposals title, closing date, vendors name, on the outside of the envelope containing the hardcopy proposal in response to the RFP; or Is delivered to any address other than that provided above. Proposals must be transmitted by as noted above. Transmitted proposals will be accepted under the following conditions: o The proposal is received before the submission deadline at the address provided above; o The vendor must deliver, during CED business hours, an original hardcopy proposal to the address stated herein immediately following the transmission of the and according to the submission deadline as stated above. 21. CED Reservation of Rights and Vendor s License Grant CED reserves the right: To not consider, or to reject, any or all proposals in whole or in part for any reason whatsoever in its sole and absolute discretion; To accept any proposal in whole or in part, even if it does not comply with the terms of this RFP; To short list vendors, and require a presentation by the vendors short-listed and/or the provision of additional information by such short-listed vendors; To, at any time, add, delete or modify this RFP and to have the vendors advise CED of the effect of such changes on their proposal and/or have the vendors resubmit their proposals in light of same; To negotiate at any time with any one or more of the vendors to the exclusion of the other vendors; and To not proceed, for any reason, with this RFP or the project contemplated in this RFP. By submitting its Proposal for consideration, the Vendor will thereby be agreeing to all of the following: Without the further consent of the Vendor or providing any notice, CED may disclose any and all of the content of Vendor's Proposal to any or all of the other vendors or any third party, including any or all of the creative content contained in Vendor's Proposal; The Vendor grants and agrees to grant to CED a non-exclusive, perpetual, fully-paid up, irrevocable license to implement, use, reproduce, modify, display, distribute, transmit, prepare derivative works of and to otherwise fully exploit, without limitation, any and all of May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 8 of 9

9 the content of Vendor's Proposal including without limitation, all of the creative content, ideas, concepts and approached as well as all copyright therein; Such licence shall extend to any other vendor or any other third party that CED may engage to use and implement such content; CED shall have no obligation to provide any credit or otherwise attribute to the Vendor or anyone else any such content as may be implemented and/or used by CED; The Vendor represents and warrants to CED that such content is the original work of the Vendor and its use by CED as contemplated in this Section 21 will not infringe on any rights of any third party; and All of the rights and licenses granted herein and the exercise of all such rights and licenses by CED and the other vendors and such other third parties, as described herein, are granted and may be exercised: (i) without any obligation to account to the Vendor or to otherwise pay any consideration to the Vendor; and (ii) without having to have accepted or shortlisted Vendor's Proposal. 22. No Further Contract or Liability Arising from RFP Process By submitting a Proposal, the Vendor agrees and acknowledges that: Nothing in this RFP nor the submission of the Proposal nor the review and consideration of the Proposal by CED nor will any communication between the parties in relation to the RFP or the Proposal operate to obligate any party to enter into any further business relationship with the other party and, in particular, if CED decides to engage the Vendor in connection with the subject matter of the RFP then such engagement may only occur pursuant to a written agreement that has been signed by both parties and, absent such written agreement, CED will have no further liability or obligation to the Vendor in connection with the subject matter of the RFP; The Vendor is participating in this RFP process at its sole risk and expense, and CED will not be liable to the Vendor for any costs, expenses or liabilities incurred by the Vendor in any way arising in connection with the Vendor's participation; CED has made no representations other than those expressly stated in this RFP; CED has the right to cancel this request for proposals at any time and to reissue it for any reason whatsoever or decide not to reissue it for any reason, without incurring any liability and no vendor will have any claim against CED as a consequence; and The Proposal and any accompanying documentation submitted by the Vendor will become the property of CED and will not be returned. May 31, 2016 RFP Economic Impact of Calgary s Post-secondary Sector Page 9 of 9

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