0000 - CUTA Strategic Plan 2021-2023

Request for Proposals
CUTA Strategic Plan 2021-2023

1. To provide a framework of three Critical Success Factors that will enable CUTA to meet the changing needs of transit.
2. Key deliverables related to each CSF’s assigned to key management staff
3. Analysis of current environment through survey of Executive Committee, Board and members.
4. Based on causal factors, identify management strategies and tools to achieve CSF’s.

1. Methodology and Timeline

2. Survey of Executive Committee, Board and Senior Management

3. Working Session with Executive Committee

4. Presentation at the CUTA AGM in May 2020

5. Work Plan

6. List of Interviewees

1. Name, address, telephone number, and e-mail address of the consultant
2. Identification of any and all parties in a joint venture, including sub-consultants

1. A general description of the qualifications of the firm must be provided
2. Identification of members to be assigned to the project team, including any sub-consultants and relevant experience

1. Brief documentation of at least 3 significant projects of similar size and scope, with project description and proposed project team members’ involvement and their respective roles, together with a brief description of any other projects of relevance, must be provided. Samples of relevant previous work are useful in demonstrating this experience and may accompany the submission in electronic format.
2. Project experience should be mapped specifically to the personal experience of individuals proposed to work on the assignment.

1. Documentation of proposed outline to undertake and complete the assignment. This should include, but is not limited to, methodology and resources outlined in the scope of work. This outline should also include proposed data sources and the extent to which data will be needed from CUTA membership to complete the terms of the project.

1. Organizational structure
2. Responsibility matrix describing the role and accountabilities of each team member and their relevant experience
3. Resource allocation table (proportion of hours by individual staff members)

1. Three (3) references of clients, which must include: company name; contact name (position); telephone number(s) and e-mail address(es). For each reference, please include the title of the project worked on for the reference along with a brief project description. Please do not include anyone as a reference who you have worked with on a project previously completed for CUTA.

1. Proponents answering this Request for Proposal should provide a fixed cost solution, with a maximum budget of $30,000 for the entire project
2. The fee proposal shall be provided with sufficient detail as to describe the type and level of effort to be performed for each task
3. If alternate methodologies are proposed, proponents should cost each of them separately and highlight any differences

1. Responsible for project management
2. Organize project steering committee who will be engaged and provide feedback at every milestone of the project
3. Provide any existing CUTA transit system data that could assist the research project
4. Provide meeting support between all working groups involved in the project
5. Handle administrative approvals

1. Release of Proposal:                                                                       October 7th, 2019
2. Q&A for all Bidders                                                                          October 15th, 20119
3. Submission Date:                                                                             October 18th, 2019
4. Notification of Award:                                                                    October 23rd, 2019
5. Presentation Dates:                                                                        November 9th & 10th, 2019
6. Executive Committee working meeting:                                 February 21, 2020
7. Draft Final Report:                                                                           April 30th, 2020
8. Presentation to board:                                                                   May 2020

• Describe the approach to the provisions of the project services. Consideration is to be given to whether the team has:
• Sufficiently broken down tasks so that specific resources may be identified
• Thoroughly understood the project requirements
• Demonstrated a comprehension of the challenges and risks
• Ensured that CUTA receives the best overall value
• Proponents must outline the methodology for design and administration that will ensure successful completion of the project
• Proponents must clearly identify all services included in the submission along with any optional, excluded or services assumed to be provided by others
• Proponents shall identify major issues, challenges and risks associated with the project (if applicable)

• Describe the composition, capabilities and management of the proponent’s project team. This should include the suitability, commitment and availability of team members who will be critical, with details on:
• Relevant experience of team as a whole
• Relevant experience of team members individually
• Relevant experience in the area of study
• Submission must identify which sub-consultants or specialists (if required) will be used and what their roles will be
• Submissions shall identify and provide an outline of the availability of project management staff and key personnel responsible for implementation of the project

• Submission shall indicate the appropriate allocation of skills and level of effort required of team members according to the work-plan for all phases of the work
• A spreadsheet showing the allocation of all staff hours (including sub-consultants) by individual for each project task is required

• Submission should describe an effective project management plan that will ensure cost, schedule, quality, communication and risk management needs are met
• Cost and project management (monitoring, reporting and control) techniques should be used that will be used during the project must be presented

• A 5-point bonus will be assigned to proponents who have been a member of CUTA in good standing for at least 2 years prior to contract award

• Costs associated with the preparation of the proposal are the sole responsibility of the proponent and CUTA shall neither bear nor incur liability for such costs.

• Proposals received after the due date will not be accepted.  Proposals are considered received upon reaching our offices (virtually – electronic copy by email).  CUTA assumes no liability for difficulties experienced in transmission.  Electronic submissions will receive acknowledgments via email. If no acknowledgment is provided regarding the submission by 4:00pm on the day of submission then proponents must contact CUTA immediately.

• Proposals will be evaluated by an Evaluation Committee composed of representatives from CUTA’s Transit Ridership Trends Research Steering Committee.

• Any errors or inconsistencies in the Proposal shall be subject to CUTA’s interpretation.  CUTA’s right to accept or reject any or all proposals, whether they conform to the Proposal documents or to cancel the Request for Proposal at any time prior to the Notification of Award is expressly reserved without liability to CUTA.

• At its discretion, CUTA reserves the sole right to discuss or clarify the Proposal of a proponent in order to satisfy itself as to the intent of a proposal. Proposals will be reviewed and may be short-listed for an interview.