2015 Bike Share - Draft Proposal Template …bids.vancouver.ca/bidopp/RFP/documents/PS20150910... · Web viewHardware Software Services Real-time Usage Information Website/Mobile

REQUEST FOR PROPOSALS NO. PS20150910PUBLIC BICYCLE SYSTEM

PART B – PROPOSAL REQUIREMENTS

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 System Design and Equipment Specifications

Schedule B Helmet Solution

Schedule C Information System

Schedule D Website and Mobile Access

Schedule E Implementation Plan

Schedule F Station Siting

Schedule G Operations

Schedule H Reporting

Schedule I Customer Service

Schedule J Service Performance Levels

Schedule K Communications

Schedule L Marketing

Schedule M Financial

Schedule N System Expansion

Schedule O Transitioning-Out

Schedule P Supplier Compensation

Schedule Q Supplier Code of Conduct

Schedule R City Sites License

Schedule S Insurance

{00257839v1} – ENG July 10



Schedule A

System Design and Equipment Specifications

1. General

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.)

{00257839v1} – ENG July 10



Schedule B

Helmet Solution

1. General

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

{00257839v1} – ENG July 10



a. Overview of Operations

Frequency of Task (indicate with √)

Task Responsibility Annual Semi-

AnnualMonthl

yWeekl

y DailyAs

Needed

1.2.

3.

4.

5.

[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]

{00257839v1} – ENG July 10



{00257839v1} – ENG July 10



Schedule C

Information System

1. General

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

{00257839v1} – ENG July 10



14. Other

{00257839v1} – ENG July 10



Schedule D

Website and Mobile Access

1. General

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

{00257839v1} – ENG July 10



Schedule E

Implementation Plan

1. General

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

{00257839v1} – ENG July 10



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

{00257839v1} – ENG July 10



Schedule F

Station Siting

1. General 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 # of Stations % of Total Stations

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


2. Station Siting

a. Process for New Station Locations

b. Process for Relocation/Removal and Deactivation (temporary or permanent)

{00257839v1} – ENG July 10



Schedule G

Operations

1. General

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

{00257839v1} – ENG July 10



Frequency of Task (indicate with √)

Task Responsibility Annual Semi-

AnnualMonthl

yWeekl

y DailyAs

Needed

1.2.

3.

4.

5.


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]

{00257839v1} – ENG July 10



4. Collecting and Managing Membership, Fares, or Rental Revenue

a. General

b. Pricing Strategy and Rate Schedule

5. Organization and Staff Chart

6. Implementing Sponsor Branding and Other Commitments

{00257839v1} – ENG July 10



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. Ridership

iii. Call Centre Reports

iv. Performance Metrics

v. Helmet Operations

vi. Rebalancing Operations

vii. Station Maintenance Operations

viii. Bicycle Maintenance Operations

ix. Incident Reporting

x. Graffiti Removal

xi. Environmental Impact

xii. Customer Service Reporting

xiii. Customer Outreach

b. Customized Reports

c. Program Deficit/Net Program Receipts Report

{00257839v1} – ENG July 10



d. Financial Statements

e. Annual Report

4. Other

{00257839v1} – ENG July 10



Schedule I

Customer Service

1. General

2. Membership Information and Policies

3. Other

{00257839v1} – ENG July 10



Schedule J

Service Performance Levels

{00257839v1} – ENG July 10



Schedule K

Communications

1. General

2. Communication Plan

3. Public Consultation

4. Education

5. Media Relations

6. Other

{00257839v1} – ENG July 10



Schedule L

Marketing

1. General

2. Marketing Plan

3. Promotion

4. Membership Sales

5. Other

{00257839v1} – ENG July 10



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.]

1. General

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

{00257839v1} – ENG July 10



c. Marketing Revenue Opportunities

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

{00257839v1} – ENG July 10



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.]

1. General

2. Phase II Expansion

3. Regional Expansion Beyond the City of Vancouver

4. Further Expansion Within and Beyond the City of Vancouver

{00257839v1} – ENG July 10



Schedule O

Transitioning-Out

1. General

2. Equipment

3. Information

4. Revenue

5. Operation, Maintenance and Customer Service

6. Reuse, Recycle, and Disposal

7. Other

{00257839v1} – ENG July 10



Schedule P

Supplier Compensation

1. General

{00257839v1} – ENG July 10



Schedule Q

Supplier Code of Conduct

1. General

{00257839v1} – ENG July 10



Schedule R

City Sites License

1. General

{00257839v1} – ENG July 10



Schedule S

Insurance

1. General

{00257839v1} – ENG July 10

Documents

2015 Bike Share - Draft Proposal Template …bids.vancouver.ca/bidopp/RFP/documents/PS20150910... · Web viewHardware Software Services Real-time Usage Information Website/Mobile