TERMS OF REFERENCE FOR CONSULTANTS

Transcription

1 Policy Study on Integrated Transport Development in Xiong'an New Area from an International Perspective KSTA (PRC ) TERMS OF REFERENCE FOR CONSULTANTS A. Introduction and Background 1. The Government of the People s Republic of China (PRC) requested the proposed knowledge and support technical assistance (TA) from the Asian Development Bank (ADB) to support strengthening of the design of an integrated, sustainable, and innovative transport plan for the Xiong an New Area (Xiong an). The TA will provide good practice transport recommendations, including policies to Xiong an, and knowledge sharing activities with the aim to develop Xiong an into a green, modern, and technological advanced district. B. Scope of Services 2. The TA consultant will assist in delivering the following outputs: a. Output 1: Knowledge support on integrated, sustainable, and innovative transport plan for Xiong an provided. Output 1 will provide the tools for policy makers and planners to develop Xiong an into a green, modern, and smart city. The output will be delivered via study reports, two workshops, and one seminar. (i) Output 1a: Recommendations on transport development planning will be provided based on international experience and perspectives. Areas of recommendation will include a. integrated and inclusive infrastructure (e.g., transport network, regional connectivity, and passenger terminals and freight hubs layout); b. user-oriented services (e.g., personalized services that provide comfort, convenience, and safety for passengers, and economical and efficient services for freight); c. innovative technologies (e.g., intelligent transport systems, connected vehicles, autonomous vehicles, shared mobility, 3D printing, 1 drone, 2 modern travel demand modeling simulation 3 ); and d. Green transport (e.g., new energy technologies that reduce emissions for private and public transport, including land and water transport). (ii) Output 1b: Knowledge gained from the results of the study will be shared through different stages of the TA implementation, which will include two workshops, one regional seminar, and a knowledge product. The workshops and seminar will be attended by the TA steering committee comprising members from Xiong an, the Ministry of Transport, research institutes, and stakeholders working on the Xiong an development plan. b. Output 2: Pilot demonstration of an innovative technology showcased. Based on the findings of output 1, consultations with stakeholders, and the finalization of the Xiong an transport plan, appropriate pilot project(s) may be identified and implemented. The pilot demonstration of selected project(s) will feature the current state-of-the-art high-level technology available, which is aligned with Xiong an s development objectives. Funding of the pilot project(s) may be identified within the existing TA or outside source(s). 1 3D printing focusing on advantages, application areas, policy requirements, and technology needed. 2 Drone-based remote-sensing capabilities for traffic management, logistics management, and infrastructure inspections. 3 Travel demand forecasting model simulations for shared mobility and demand-responsive applications.

2 2 c. Output 3: Institutional framework and organizational structure recommendations provided. To achieve a holistic and sustainable transport development in Xiong an, a fresh perspective of institutional framework and organizational structure will need to be established. Recommendations on how to integrate and coordinate different government, civil society, and private sector functions for transport planning and operations will be designed to meet the longterm development objectives of Xiong an. Output 3 will be delivered jointly with output 1 through study reports, workshops, and a seminar. C. Implementation Arrangement 3. ADB will administer the TA. ADB s Sustainable Infrastructure Division, East Asia Department will select, administer, and supervise a consulting firm for the TA, and evaluate the consulting firm s outputs. 4. The TA will be implemented over 15 months, tentatively from 15 December 2018 to 30 March ADB will use the quality and cost-based selection (90:10) with simplified technical proposal to select the consulting firm. A consulting firm will be engaged by ADB in accordance with ADB s Procurement Policy (2017, as amended from time to time) and its associated project administration instructions and/or staff instructions. 5. The TA should be carried out by a team of key experts, supplemented by other local and international experts for specific inputs. The team should bring the appropriate project references, skills and experience to perform all the tasks. The required consultants for the implementation of the TA is shown in Table 1. The main tasks are enumerated below. Table 1: Estimated person-months Int l Experts Person- Months 1. Urban Transport Planner /Team Leader 3 Key 2. Intelligent Transport Systems Specialist 1 Key 3. Travel Demand Modeling Specialist 1 Key 4. Innovative Technology Specialist 2 Key 5. Clean Energy Vehicle Policy Specialist 1 Non-Key 6. Freight Transport Specialist 1 Non-Key Total 9 a. Urban Transport Planner/Team Leader. (International) The consultant should have at least 20 years experience in developing a city transport plan which incorporates sustainable elements in the plan and design. The national consultant should have minimum experience of 10 years in urban and transport planning including 5-year experience working with international consulting team in the PRC and bachelor s degree or above in transport planning, law, engineering or related field. The national consultant will support the international consultant in the tasks assigned. The specialists will: (i) assist MOT in identifying the requirements for the successful implementation of the proposed technical assistance; (ii) review existing urban planning and transport planning policies in Xiong an;

3 3 (iii) (iv) (v) (vi) assess the urban and transport planning capacity development needs of the agencies and stakeholders involved in Xiong an new area development for better implementation of urban planning and management; define preliminary data and software requirements for the development of a transport model; define the transport mode integration, and basic network design for the new area; recommend policy that defines MOT s planning and coordination responsibilities for the Xiong an new area; (vii) coordinate with authorities on the masterplan and transport plan development for Xiong an new area which includes integration of other modes of transport (metro, bus, high-speed rail, road) as well as non-motorized transport; (viii) support the development of a working structure to ensure communication and harmonization with all stakeholders (public transport authorities, technical committees, etc.) on Xiong an new area planning; and (ix) represent and coordinate the consulting team activities. b. Travel Demand Modeling Specialist. (International). The international consultant should have minimum experience of 20 years in travel demand modeling and bachelor s degree or above in transport planning or related field. The work assignment of the consultants will include but is not limited to the following tasks: Principal tasks to develop for transport network modeling in Xiong an: (i) Review and provide comments on the various transport and urban development plan of Xiong an and provide inputs to the team in analyzing development trend; (ii) Provide technical expertise in analyzing travel demand alternatives, and accessing the relationship between transportation, and land use; (iii) Incorporate ride sharing, demand responsive systems in the model; (iv) Construct a travel demand model for Xiong an new area for the purpose of the project; (v) Recommend phased deployment plan on the basis of Xiong an new area urban development plan; and (vi) Participate in knowledge-sharing and training activities c. Intelligent Transport System Specialist (International). The expert will be responsible for the planning and design of intelligent transport systems (ITS); leverage technical experience and skills to guide the team in the investigation and solution of ITS; provide systems guidance for telecommunications and network facilities; work closely with systems users to provide direction/assistance in identification and resolution of user problems; and advise and implement industry/field best practices to improve products and services. The international consultant should have minimum experience of 15 years experience in ITS design and implementation. The specialist's specific activities to be carried out include, but are not limited to, the following: (i) Identify ITS user services suitable for the Xiong an new area for all modes based on the Government s ITS Plan; (ii) Define sub-systems to realize user services identified; (iii) Identify telecommunication infrastructure needs for realizing the user services identified; (iv) Recommend new technologies in ITS for achieving the user services for V2V, V2X; (v) Analyze stakeholders needed for coordination for deployment and operation; (vi) Provide guidance to the government and other design team for designing the ITS systems identified; (vii) Provide guidance on ITS impact assessment;

4 4 (viii) Provide guidance on ITS architecture, standard and system integration; (ix) Provide Indicative cost estimation of the system deployment; and (x) Recommend phased deployment plan on the basis of Xiong an new area urban development plan. d. Clean Energy Vehicle Policy Specialist (International). The international expert should have at least 10 years practical experience in the clean energy transport industry. He/she must hold a Master s degree in engineering, or a related field. The clean energy vehicle policy specialist will perform the following tasks: (i) Assemble and review recent international guidance materials on clean vehicle implementation programs; (ii) Develop key performance indicators for maintenance of clean energy vehicles; (ii) Provide policy recommendation on clean vehicles implementation in Xiong an; (iii) Recommend solutions for Xiong an; and (iv) Participate in knowledge-sharing and training activities. e. Innovative Technology Specialist (International). The international innovation technology specialist will have: (i) Master s Degree in engineering or Science with specialized certifications in information technologies, and fourth industrial revolution technologies is preferred; (ii) At least 10 years of experience in designing and implementing large scale intelligent transport systems; (iii) Experience in transport modelling, and using techniques such as artificial intelligence algorithms, and bigdata, and 3D Printing solutions is preferred; (iv) Experience in Cybersecurity, and data sciences activities is preferred; and (v) minimum 10 years of international/ national project management experience in the procurement of large size Integrated ITS projects. Experience in the PRC is a plus. The Innovation Technology Specialist will deliver the following tasks: (i) Study the transport master plan for Xiong an with respect to application of fourth industrial revolution (FIR) technologies, and undertake discussions with stakeholders from Ministry of Transport, and Xiong an Planning and Construction Bureau to find out what new areas of application of FIR technologies additionally will benefit the project. FIR technologies include but not limited to Artificial Intelligence, Big data, 3D Printing, and remote monitoring technologies such as drones; (ii) Undertake best practices and case studies (at least 5) where innovative fourth industrial revolution technologies have been successfully applied in the transport sector for the requirement identified based on the above activity; (iii) Undertake detailed research, surveys and study visits to collect data and organize them; (iv) Based on these studies, consultations, and analysis of industry trends, identify actionable items including policy elements for implementing next generation ITS identified and studied as above; and (v) Provide detailed report including recommendations, action items, and action plan for specific FIR technologies and scalable projects that can be applied in Xiong an. f. Freight Transport Specialist (International). The expert should have at least 10 years practical experience in freight transport. Experience on urban logistics projects. Working experience on Mega city related project is a plus. He/she must hold a Master s degree in engineering, or a related field. The freight transport specialist will perform the following tasks: (i) Assemble and review recent international guidance materials on freight and logistics transport;

5 5 (ii) (iii) Provide policy recommendation on freight and logistics transport recommendation for Xiong an; and Participate in knowledge-sharing and training activities. D. Preparation of the Proposal 6. Proposing entities are requested to prepare a detailed description of how they propose to deliver on the outputs of the contract in the section of their proposal called Approach and Methodology. In this narrative, entities should be explicit in explaining how they will achieve the outputs and defined deliverable, and include details of what staff and staff inputs will comprise the project team, including key and non-key experts. Entities must also describe their related experience in the field. Shortlisted firms are required to include all the Key experts identified in Table 1 in their proposals. 7. Except for admin and survey staff (if any), the firm's Team Composition and Personnel Schedule shall reflect the names and inputs of the proposed non-key experts. CVs of those nonkey experts must be submitted. The CVs of non-key experts will not be scored, but will be evaluated on a pass/fail basis, based on the merits of the CV against the proposed position/task assignment for each expert. The credentials of non-key experts as well as the design of the team as a whole (including the appropriateness of the level of inputs -Home, Field, Total) will be considered in the evaluation of Quality of Approach and Work Plan and Personnel Schedule criteria. 8. Only one curriculum vitae (CV) must be submitted for each key and non-key expert included in the proposal. One expert may be proposed for more than one position if his/her CV demonstrates he/she can meet the requirements of more than one position. Only the CVs of key experts will be scored as part of the technical evaluation of proposals. 9. The work plan should include a detailed schedule of inputs, for each report/deliverable. All positions under the contract, both key and non-key experts, must be included and budgeted for in the financial proposal. E. Reports and Deliverables 10. The following reports, in the English and Chinese, will be submitted by the consultant to the government (2 copies) and ADB (2 copies). The final report will also be submitted on CD-ROM. (i) (ii) (iii) (iv) (v) Inception Report. Within 1 month of the commencement of consulting services, the inception report will be submitted, highlighting the progress made, initial findings, and any recommendations for the TA components. The inception report needs to include a detailed work program that has been discussed and agreed with MOT and ADB; Interim Report. Within 3 months of the commencement, the interim report will be submitted, including preliminary study results for the TA; Draft Final Report. Within 6 months of the commencement, the draft final report will be submitted, including final study results and other deliverable outputs as mentioned; Final Report. The final report after due consideration of comments made by the government and ADB. Final Report as well as other reports will be presented within 2 weeks of receipt of comments on the draft final report; and Progress Reports. At the end of each month, a brief progress report will be

6 6 provided to ADB in English and Chinese by , summarizing achievements, issues, and proposed measures to address. F. Data, Local Services, Personnel, and Facilities to be provided by the Government 11. The government will provide the consultant with the following: (i) access to data, records, and other information required to perform the assigned tasks; (ii) counterpart staff and engineers to coordinate with the Consultant s team; and (iii) office space. 12. The required national individual consultants for the implementation of the TA is shown in Table 1. The main tasks are enumerated below. The consultants are expected to coordinate with the Ministry of Transport (MOT) and Asian Development Bank (ADB) on main tasks. Table 1: Estimated person-months Experts Person-Months 1. Transport Policy Specialist/Deputy Team Leader 5 2. Innovative Technology Specialist 3 3. Clean Energy Vehicle Policy Specialist 3 Total Transport Policy Specialist/Deputy Team Leader (National). The transport policy specialist should have at least 20 years practical experience in the transport policy sector and experience in developing a city transport plan which incorporates sustainable elements in the plan and design. The consultant should have minimum experience of 10 years in urban and transport planning including 5-years experience working with international consulting team in the PRC. He/she should have broad experience and understanding in transport policy recommendation. He/she must hold a Master s degree in transport planning, law, engineering or related field. The transport policy specialist/deputy team leader will perform the following tasks: (i) assist MOT in identifying the requirements for the successful implementation of the proposed technical assistance; (ii) review existing urban planning and transport planning policies in Xiong an; (iii) assess the urban and transport planning capacity development needs of the agencies and stakeholders involved in Xiong an new area development for better implementation of urban planning and management; (iv) define the transport mode integration, and basic network design for the new area; (v) recommend policy that defines MOT s planning and coordination responsibilities for the Xiong an new area; (vi) coordinate with authorities on the masterplan and transport plan development for Xiong an new area which includes integration of other modes of transport (metro, bus, high-speed rail, road) as well as non-motorized transport; (vii) support the development of a working structure to ensure communication and harmonization with all stakeholders (public transport authorities, technical committees, etc.) on Xiong an new area planning; and (viii) Represent and coordinate the consulting team activities.

7 7 14. The Innovation Technology Specialist (National). The innovation technology specialist will have: (i) Master s Degree in engineering or Science with specialized certifications in information technologies, and fourth industrial revolution technologies is preferred; (ii) At least 5 years of experience in designing and implementing large scale intelligent transport systems; (iii) Experience in transport modelling, and using techniques such as artificial intelligence algorithms, and bigdata, and 3D Printing solutions is preferred; and (iv) Experience in Cybersecurity, and data sciences activities is preferred. The Innovation Technology Specialist will deliver the following tasks: (i) Study the transport master plan for Xiong an with respect to application of fourth industrial revolution (FIR) technologies, and undertake discussions with stakeholders from Ministry of Transport, and Xiong an Planning and Construction Bureau to find out what new areas of application of FIR technologies additionally will benefit the project. FIR technologies include but not limited to Artificial Intelligence, Big data, 3D Printing, and remote monitoring technologies such as drones; (ii) Undertake best practices and case studies (at least 5) where innovative fourth industrial revolution technologies have been successfully applied in Transport sector for the requirement identified based on the above activity together with the international consultants; (iii) Undertake detailed research, surveys and study visits to collect data and organize them together with the international consultants; (iv) Based on these studies, consultations, and analysis of industry trends, identify actionable items including policy elements for implementing next generation ITS identified and studied as above together with the international consultants; and (v) Provide detailed report including recommendations, action items, and action plan for specific FIR technologies and scalable projects that can be applied in Xiong an together with the international consultants. 15. Clean Energy Vehicle Policy Specialist (National). The expert should have at least 10 years practical experience in the clean energy transport industry. He/she must hold a Master s degree in engineering, or a related field. The national consultant, together with the international consultants, will perform the tasks related to the TA. The clean energy vehicle policy specialists will perform the following tasks: (i) Assemble and review recent PRC guidance and policy materials on clean vehicle implementation programs; (ii) Develop key performance indicators for maintenance of clean energy vehicles together with the international consultants; (iii) Provide policy recommendation on clean vehicles implementation Xiong an together with the international consultants; (iv) Recommend solutions for Xiong an together with the international consultants; and (v) Participate in knowledge-sharing and training activities.