APPENDIX 1 TO PART B PROPOSAL RESPONSE TEMPLATE

Transcription

1 APPENDIX 1 TO PART B PROPOSAL RESPONSE TEMPLATE [TO BE COMPLETED BY EACH PROPONENT IN ACCORDANCE WITH ANNEX 1 OF THE RFP. ADDITIONAL HEADINGS MAY BE ADDED AS NEEDED. EXISTING HEADINGS MAY BE MARKED AS NOT-APPLICABLE IF NOT REQUIRED.] Index Schedule A Schedule B Schedule C Schedule D Schedule E Schedule F Schedule G Schedule H Schedule I Schedule J Schedule K Schedule L Schedule M Schedule N Schedule O Schedule P Schedule Q Schedule R Schedule S System Design and Equipment Specifications Helmet Solution Information System Website and Mobile Access Implementation Plan Station Siting Operations Reporting Customer Service Service Performance Levels Communications Marketing Financial System Expansion Transitioning-Out Supplier Compensation Supplier Code of Conduct City Sites License Insurance

2 Schedule A System Design and Equipment Specifications 2. Bicycles 3. Stations a. General b. Docks c. Signs 4. Terminals 5. Warranty 6. Other a. Customer Access Key (e.g., keyfob, smart card, etc.)

3 Schedule B Helmet Solution 2. Overview of Helmet Strategy 3. Access a. Method of Transaction (e.g. integrated with bicycle rental transaction) b. Locations Where Helmets will be Available 4. Equipment a. General b. Helmet Distribution System c. Helmets 5. Warranty 6. Operating Procedures, Processes, and Policies a. Tracking of Helmets (if applicable) b. Collecting Used Helmets (if applicable) c. Cleaning and Inspecting Used Helmets (if applicable) d. Distributing Helmets (clean or used) 7. Overview of Helmet Operations/Maintenance Tasks

4 a. Overview of Operations Frequency of Task (indicate with ) Task Responsibility Annual Semi- Annual Monthly Weekly Daily As Needed [Note: Continue table as necessary] b. Annual Tasks i. [insert tasks] c. Semi-Annual Tasks i. [insert tasks] d. Monthly Tasks i. [insert tasks] e. Weekly Tasks i. [insert tasks] f. Daily Tasks i. [insert tasks] g. As-Needed Tasks i. [insert tasks]

5 Schedule C Information System 2. System Architecture 3. Hardware 4. Software 5. Services 6. Real-time Usage Information a. Website/Mobile Access b. Open Data Platform 7. Maintenance 8. Updates and Upgrades 9. Hosting 10. Data Storage 11. Security 12. Interfaces 13. Licensing

6 14. Other

7 Schedule D Website and Mobile Access 2. Website Attributes a. Program Information b. Customer Service c. System Data i. Fleet Performance Data ii. Customer Service Data iii. Monthly Program Utilization Data d. Personalised User Pages 3. Mobile Access Attributes a. Program Information b. Customer Service c. Other 4. Other

8 Schedule E Implementation Plan 2. Timeline and Overview a. Timeline (Preference is for Proponent to attach a Gantt chart) 3. Pre-Launch Planning and Activities a. Issuance of Equipment Purchase Order b. Station Siting Planning and Permitting c. Community Outreach d. Hiring of Key Staff e. Staff Recruitment and Training f. Naming, Branding and Sponsorships (if applicable) g. Development of Website h. Warehouse and Facilities i. Vehicles and Operational Equipment 4. Equipment and Station Set-Up a. Delivery and Installation of Equipment b. Testing

9 c. Commissioning 5. Launch Activities a. Activities and Events Leading up to Launch b. Launch Day Go Live c. Transition/Adjustment Period to Operating State

10 Schedule F Station Siting Station Siting and Relocation Principles a. Program Area, Station Locations, and Density b. Conceptual Map c. Station Location Forms (Appendix 3 to Part B) d. Summary of Station Locations by Type of Location Type of Location 1. On-Roadway (Street ROW) a. Metered Spaces [insert row for each metered rate] b. Non-Metered Spaces 2. Off-Roadway (Street ROW) 3. Public Lands 4. Private/Public Land Mixed 5. Private Lands 6. Other # of Stations % of Total Stations [Note: Continue table as necessary] 2. Station Siting a. Process for New Station Locations b. Process for Relocation/Removal and Deactivation (temporary or permanent)

11 Schedule G Operations 2. Operating Policies, Processes, and Procedures a. Bicycle Check-Out and Return Procedures b. Bicycle Redistribution Plan c. On-Street Equipment Maintenance d. In-Shop Equipment Maintenance e. Information System Maintenance f. Station and Bicycle Cleaning g. Inclement Weather Procedures h. Special Event Procedures i. Emergency Procedures j. Issue Response, Tracking and Resolution k. Health and Safety l. Facility, Vehicle and Equipment Requirements 3. Overview of Operation/Maintenance Tasks a. Overview of Operations

12 Frequency of Task (indicate with ) Task Responsibility Annual Semi- Annual Monthly Weekly Daily As Needed [Note: Continue table as necessary] b. Annual Tasks i. [insert tasks] c. Semi-Annual Tasks i. [insert tasks] d. Monthly Tasks i. [insert tasks] e. Weekly Tasks i. [insert tasks] f. Daily Tasks i. [insert tasks] g. As-Needed Tasks i. [insert tasks] 4. Collecting and Managing Membership, Fares, or Rental Revenue

13 a. General b. Pricing Strategy and Rate Schedule 5. Organization and Staff Chart 6. Implementing Sponsor Branding and Other Commitments

14 Schedule H Reporting 1. Inventory Reporting 2. Unusual Events/Emergencies/Notices of Default 3. Regularly scheduled and required reports a. Monthly Reports i. Membership ii. iii. iv. Ridership Call Centre Reports Performance Metrics v. Helmet Operations vi. vii. viii. ix. Rebalancing Operations Station Maintenance Operations Bicycle Maintenance Operations Incident Reporting x. Graffiti Removal xi. xii. xiii. Environmental Impact Customer Service Reporting Customer Outreach b. Customized Reports c. Program Deficit/Net Program Receipts Report d. Financial Statements

15 e. Annual Report 4. Other

16 Schedule I Customer Service 2. Membership Information and Policies 3. Other

17 Schedule J Service Performance Levels

18 Schedule K Communications 2. Communication Plan 3. Public Consultation 4. Education 5. Media Relations 6. Other

19 Schedule L Marketing 2. Marketing Plan 3. Promotion 4. Membership Sales 5. Other

20 Schedule M Financial [TO BE COMPLETED BY EACH PROPONENT IN ACCORDANCE WITH ANNEX 1 SECTIONS 4-7 OF THE RFP. RESPONSES SHOULD DESCRIBE THE INFORMATION AND ASSUMPTIONS MADE IN THE BASE CASE PRO FORMA MODEL AS PER THE PRO FORMA TEMPLATE IN PART B APPENDIX 2 OF THE RFP.] 2. Financial Plan - Capital a. Capital Investments b. Funding Sources 3. Financial Plan Operations a. Fleet Assumptions b. Bicycle Operating Revenue c. Bicycle Operating Expenses d. Helmet Operating Revenue e. Helmet Operating Expenses f. Combined Bicycle and Helmet Operations 4. Sponsorship and Other Sources of Revenue a. General b. Creating Revenue Opportunities c. Marketing Revenue Opportunities

21 d. Delivering Services, Value, and Benefits to Funders, Sponsors, and Promoters e. Maintaining and Enhancing Revenue from Other Sources f. Financial Plan - Sponsorship and Other Sources of Revenues 5. Financial Plan Overall Cash Flow

22 Schedule N System Expansion [TO BE COMPLETED BY EACH PROPONENT IN ACCORDANCE WITH ANNEX 1 SECTION 8 OF THE RFP. RESPONSES SHOULD DESCRIBE THE INFORMATION AND ASSUMPTIONS MADE IN THE PHASE II EXPANSION CASE PRO FORMA MODEL AND REGIONAL EXPANSION CASE PRO FORMA MODEL AS PER THE PRO FORMA TEMPLATE IN PART B APPENDIX 2 OF THE RFP.] 2. Phase II Expansion 3. Regional Expansion Beyond the City of Vancouver 4. Further Expansion Within and Beyond the City of Vancouver

23 Schedule O Transitioning-Out 2. Equipment 3. Information 4. Revenue 5. Operation, Maintenance and Customer Service 6. Reuse, Recycle, and Disposal 7. Other

24 Schedule P Supplier Compensation

25 Schedule Q Supplier Code of Conduct

26 Schedule R City Sites License

27 Schedule S Insurance