Sector Strategy and Action Plan Development

Transcription

1 Request fr Prpsal Sectr Strategy and Actin Plan Develpment Reference Number: Issued: January 27, 2015 Respnses Due: February 20, 2015 Calgary Ecnmic Develpment Ltd st Street SE Calgary, AB T2G 2G9 Phne: (403) r January 27, 2015 RFP Page 1 f 10

2 Request fr Prpsal 1. Table f Cntents 2. INTRODUCTION TIMELINES DEFINITIONS STANDARD FORM CONTRACT VENDORS QUESTIONS CONFLICT OF INTEREST VENDOR EXPENSES PRICING BACKGROUND PURPOSE OF THE PROJECT OBJECTIVE OF THE PROJECT DELIVERABLES FEES AND PAYMENT TERMS CONTRACTING MANAGER PROPOSAL EVALUATION CRITERIA Selectin Methds Vendr Respnse Guidelines Team Cmpetence & Resurces Methdlgy Fees And Expenses SUBMISSION INFORMATION CED RESERVATION OF RIGHTS AND VENDOR S LICENSE GRANT NO FURTHER CONTRACT OR LIABILITY ARISING FROM RFP PROCESS...10 January 27, 2015 RFP Page 2 f 10

3 2. Intrductin Request fr Prpsal Calgary Ecnmic Develpment Ltd (CED) invites qualified firms t submit a prpsal fr the abve titled Request fr Prpsal (RFP). A prpsal, in electrnic frm, tgether with ne hardcpy must be submitted n later than 16:00 MST, February 20, The electrnic cpy shuld be sent t the attentin f the cntracting manager by as nted in item 14. The hardcpy prpsal must be submitted in a sealed package labeled Sectr Strategy and Actin Plan Develpment RFP befre the clsing date with the Vendr's name n the utside f the envelpe. Late prpsals will nt be accepted. 3. Timelines RFP Release January 27, 2015 Expressin f Interest February 3, 2015 Deadline fr Questins February 13, 2015 Prpsal Submissin Date February 20, 2015 Meetings with Shrt-Listed Vendrs (if required) March 3, 2015 (est) Bid Ntificatin Date March 9, 2015 Prject Kick Off March 16, 2015 Prject Cmpletin Date May 29, Definitins "CED" means Calgary Ecnmic Develpment Ltd. "Request fr Prpsal (RFP)" means this dcument including attached appendices. "Cntracting Manager" means the persn identified in clause 14 f this RFP. "Vendr" means an rganizatin respnding t this RFP. "Prpsal" means a Vendr's respnse t this RFP and includes all f the Vendr's attachments and presentatin materials. "Services" means the duties, tasks, and respnsibilities as described in this RFP. 5. Standard Frm Cntract By submitting a Prpsal a Vendr acknwledges it agrees that the terms and cnditins f this RFP are incrprated by reference int its Prpsal. If a Vendr's Prpsal is accepted by CED, the Vendr will be expected t execute CED's standard January 27, 2015 RFP Page 3 f 10

4 Request fr Prpsal cntractr agreement. Vendrs wh are unwilling t abide by these standard terms and cnditins shuld nt submit a Prpsal. 6. Vendrs Questins All questins regarding this RFP must be directed in writing t the Cntracting Manager. Enquiries and respnses may be recrded and may be distributed t all Vendrs. The Vendr must immediately ntify the Cntracting Manager in writing f any ambiguity, divergence, errr, missin, versight, r cntradictin in this RFP discvered by the Vendr and request whatever clarificatin is required t prepare the Vendr's Prpsal. In rder fr CED t deal effectively with Vendr questins r cncerns abut any terms, cnditins r requirements f this RFP, including the standard terms and cnditins, such questins r cncerns must be cmmunicated in writing t the Cntracting Manager in accrdance with the Timeline indicated in item (1) abve. Questins received after this time will be answered if, in the pinin f CED, time permits. 7. Cnflict f Interest Vendrs must fully disclse, in writing, t the Cntracting Manager n r befre the clsing date f this RFP, the circumstances f any pssible cnflict f interest r what culd be perceived as a pssible cnflict f interest if the Vendr cntracted with CED under this RFP. CED may reject any Prpsal where, in the pinin f CED, the Vendr is r culd be perceived t be in a cnflict f interest. 8. Vendr Expenses The Vendr is respnsible fr all csts f preparing and presenting its Prpsal. 9. Pricing All Prpsals will be issued in Canadian dllars. 10. Backgrund Calgary Ecnmic Develpment is the lead ecnmic develpment agency that markets the Calgary Regin's cmpetitive advantages and pr-business climate within Canada and acrss the wrld. Thrugh business retentin, expansin, and investment attractin activities, and in cllabratin with business, cmmunity and gvernment, CED plays an integral rle in prmting and facilitating sustainable ecnmic grwth and prsperity. The rganizatin's effrts are fcused n the fllwing fur areas: Business retentin and expansin Business investment and attractin New business start-ups and small business develpment January 27, 2015 RFP Page 4 f 10

5 Research, marketing and cmmunicatins Request fr Prpsal 11. Purpse f the Prject With a gal t helping Calgary Ecnmic Develpment supprt ur mandate f advancing pprtunities fr smart grwth in the regin, we require a Vendr with a strng backgrund in strategic planning and ecnmic develpment t supprt the develpment f sectr strategies and actin plans fr CED s key industry sectrs. Key Sectrs: Energy (incl. cnventinal/uncnventinal, energy services, SURE sectr (renewables)) Technlgy (incl. energy tech, agri-tech, innvatin, etc) Financial Services Transprtatin & Lgistics Manufacturing Secndary Sectr: Aerspace This sectr is cnsidered a secndary sectr fr the purpses f this prject and may be limited t the initial assessment phase. Cnsideratin may be given t develping a Strategy and Actin Plan based n utcme. The gal f this prject is t prvide mid t lng term strategic guidance and directin t Calgary Ecnmic Develpment in these cre sectrs t supprt grwth and diversificatin, with a particular fcus n generating Freign Direct Investment int Calgary. 12. Objective f the Prject The bjective f this prject is t create sustainable sectr strategies and actin plans fr grwth within each f the key sectrs t supprt lng term, diversified grwth in Calgary. The intent f these strategies and wrk plans are t: Facilitate mre effective assessment, priritizatin, and defined targeting f investment pprtunities Validate effective internal alignment f resurces Help Calgary Ecnmic Develpment curate the apprpriate cntent n ur website sectr pages January 27, 2015 RFP Page 5 f 10

6 Request fr Prpsal Supprt ur understanding key funding pprtunities and drivers (federal, prvincial, municipal) Understand linkage and create alignment with strategies f key stakehlders including, but nt limited t: Gvernment f Canada Glbal Market Actin Plan (GMAP) Prvince f Alberta City f Calgary Define pprtunities t leverage supprt frm internatinal trade ffices (AB r CDN) Supprt develpment f sectr wrk plans and recmmendatins t create cnsistent business prcesses Develp effective success measures and prvide recmmendatins t Calgary Ecnmic Develpment arund reprting 13. Deliverables Assessment Phase: Deliverables will be a reprt and presentatin t Calgary Ecnmic Develpment including: Evaluatin/assessment f current state* (analysis f current Business Develpment Manager respnsibilities/areas f fcus/measures f success) Develpment f high level SWOT analysis fr each sectr Outline f desired utcmes Sectr Strategies and Actin Plans: Deliverable will be a reprt (1 per sectr) and presentatin t Calgary Ecnmic Develpment including: i/ Sectr Strategies and Gals including, but nt limited t: Business Develpment activity priritizatin Lead generatin recmmended activity Develpment f priritized target/prspect list within each sectr t identify freign direct investment pprtunities Priritized listing f events t supprt business develpment effrts in each sectr (lcal, natinal, internatinal) Identify pprtunities fr alignment with stakehlder strategies, bth sectrally and gegraphically (ie. Gvernment f Canada, Gvernment f Alberta, City f Calgary). Including, but nt limited t identificatin f key existing and emerging gegraphic markets January 27, 2015 RFP Page 6 f 10

7 Request fr Prpsal ii/ Sustainability and Perfrmance Measures Rles & respnsibilities f Business Develpment Managers and Team Assistants Business Prcess mapping (may include benchmarking with ther EDOs). Including but nt limited t : pprtunities t mre efficiently assess and triage incming requests (develpment f standardized intake prtcl and dcumentatin, review and mdificatin f FDI evaluatin matrix) business develpment activity tracking and impact analysis Liaisn with CED Marketing cntact(s) t validate marketing/cmmunicatin/prmtin apprach t each sectr* (eg. Sectr prfiles n CED website, sectr cllateral, etc) Defined measures f success and recmmendatins n hw t capture, mnitr and reprt n same * In many cases, infrmatin may be gathered thrugh interviews with members f the Business Trade and Develpment team as well as review f public CED resurces (website, sectr pages, annual reprts, etc). CED Marketing team may als be available fr interviews. 14. Fees and Payment Terms Prpsals shuld be prepared based n a fixed fee methdlgy. The Vendr agrees t invice CED prmptly at cmpletin f the Services as described in this cntract. If the Vendr prefers t invice based n prgress t cmpletin, please prvide infrmatin n expected schedule f expenses as part f the prpsal. 15. Cntracting Manager Fr the purpses f the prvisins f infrmatin surrunding this cntract r the administratin f the cntract, the cntracting manager is: Calgary Ecnmic Develpment Ltd. Attentin: Gillian McCrmack 731 1st Street SE Calgary, Alberta T2G 2G9 Canada Telephne: (403) Fax: (403) GMcCrmack@calgaryecnmicdevelpment.cm January 27, 2015 RFP Page 7 f 10

8 16. Prpsal Evaluatin Criteria Request fr Prpsal Selectin Methds When an alternative is prpsed regarding any specific requirement, it will be evaluated t ensure that the desired results will be achieved. Vendrs shuld be aware that certain mandatry requirements have been set ut in the terms f reference (scpe, methdlgy, and deliverables) and submissin infrmatin. Prpsals that fail t prvide these requirements may nt be evaluated Vendr Respnse Guidelines The fllwing infrmatin shuld be prvided in each prpsal and may be utilized in evaluating each prpsal submitted Team Cmpetence & Resurces Describe the capability (technical expertise) f the resurces prpsed t meet the requirements described in the terms f reference. The prpsal shall include a summary f the firm and/r prpsed prject team knwledge, skills and past experience, with a descriptin indicating hw, and in what ways the prpsed resurces satisfies the needs and bjectives identified in the RFP. Include related experience f the firm, including the past three similar jbs that have cmpleted with the cmpany name, cntact persn and phne number that CED may cntact fr a reference Methdlgy Clearly articulate the prcess and qualitative and quantitative methdlgy t be used, prpsed wrk plan schedule, and timeline fr deliverables in rder t achieve the bjectives and deliverables f the RFP. The methdlgy shuld als include cnsultatins and timely reprting t CED Fees And Expenses The prpsal is t be fr a fixed fee, but please prvide an estimated breakdwn f csts by majr wrk plan tasks: Per diem rates Travel, if required Additinal expenses Prices must be stated in in Canadian funds. CED will pay the gds and services tax (GST); hwever, d nt include GST in yur prpsed pricing. 17. Submissin Infrmatin Prpsals must be received befre 16:00 MST, February 20, 2015 at: January 27, 2015 RFP Page 8 f 10

9 Calgary Ecnmic Develpment st Street SE Calgary, Alberta T2G 2G9 Canada Attentin: Brian McClure, Acting Chief Financial Officer BMcClure@calgaryecnmicdevelpment.cm Request fr Prpsal Prpsals received after the exact time and date nted abve will nt be cnsidered by CED. After the clsing, CED may pst the identity and addresses f the vendrs. CED may nt cnsider any prpsal that: des nt indicate the request fr prpsals title, clsing date, vendrs name, n the utside f the envelpe cntaining the hardcpy prpsal in respnse t the RFP; r Is delivered t any address ther than that prvided abve. Prpsals must be transmitted by as nted abve. Transmitted prpsals will be accepted under the fllwing cnditins: The prpsal is received befre the submissin deadline at the e- mail address prvided abve; The vendr must deliver, during CED business hurs, an riginal hardcpy prpsal t the address stated herein immediately fllwing the transmissin f the CED Reservatin f Rights and Vendr s License Grant CED reserves the right: T nt cnsider, r t reject, any r all prpsals in whle r in part fr any reasn whatsever in its sle and abslute discretin; T accept any prpsal in whle r in part, even if it des nt cmply with the terms f this RFP; T shrt list vendrs, and require a presentatin by the vendrs shrt-listed and/r the prvisin f additinal infrmatin by such shrt-listed vendrs; T, at any time, add, delete r mdify this RFP and t have the vendrs advise CED f the effect f such changes n their prpsal and/r have the vendrs resubmit their prpsals in light f same; T negtiate at any time with any ne r mre f the vendrs t the exclusin f the ther vendrs; and T nt prceed, fr any reasn, with this RFP r the prject cntemplated in this RFP. By submitting its Prpsal fr cnsideratin, the Vendr will thereby be agreeing t all f the fllwing: Withut the further cnsent f the Vendr r prviding any ntice, CED may disclse any and all f the cntent f Vendr's Prpsal t any r all f the ther vendrs r any third party, including any r all f the creative cntent cntained in Vendr's Prpsal; January 27, 2015 RFP Page 9 f 10

10 Request fr Prpsal The Vendr grants and agrees t grant t CED a nn-exclusive, perpetual, fully-paid up, irrevcable license t implement, use, reprduce, mdify, display, distribute, transmit, prepare derivative wrks f and t therwise fully explit, withut limitatin, any and all f the cntent f Vendr's Prpsal including withut limitatin, all f the creative cntent, ideas, cncepts and apprached as well as all cpyright therein; Such licence shall extend t any ther vendr r any ther third party that CED may engage t use and implement such cntent; CED shall have n bligatin t prvide any credit r therwise attribute t the Vendr r anyne else any such cntent as may be implemented and/r used by CED; The Vendr represents and warrants t CED that such cntent is the riginal wrk f the Vendr and its use by CED as cntemplated in this Sectin 21 will nt infringe n any rights f any third party; and All f the rights and licenses granted herein and the exercise f all such rights and licenses by CED and the ther vendrs and such ther third parties, as described herein, are granted and may be exercised: (i) withut any bligatin t accunt t the Vendr r t therwise pay any cnsideratin t the Vendr; and (ii) withut having t have accepted r shrtlisted Vendr's Prpsal. 19. N Further Cntract r Liability Arising frm RFP Prcess By submitting a Prpsal, the Vendr agrees and acknwledges that: Nthing in this RFP nr the submissin f the Prpsal nr the review and cnsideratin f the Prpsal by CED nr will any cmmunicatin between the parties in relatin t the RFP r the Prpsal perate t bligate any party t enter int any further business relatinship with the ther party and, in particular, if CED decides t engage the Vendr in cnnectin with the subject matter f the RFP then such engagement may nly ccur pursuant t a written agreement that has been signed by bth parties and, absent such written agreement, CED will have n further liability r bligatin t the Vendr in cnnectin with the subject matter f the RFP; The Vendr is participating in this RFP prcess at its sle risk and expense, and CED will nt be liable t the Vendr fr any csts, expenses r liabilities incurred by the Vendr in any way arising in cnnectin with the Vendr's participatin; CED has made n representatins ther than thse expressly stated in this RFP; CED has the right t cancel this request fr prpsals at any time and t reissue it fr any reasn whatsever r decide nt t reissue it fr any reasn, withut incurring any liability and n vendr will have any claim against CED as a cnsequence; and The Prpsal and any accmpanying dcumentatin submitted by the Vendr will becme the prperty f CED and will nt be returned. January 27, 2015 RFP Page 10 f 10