Fluff or stuff?

The provincial government will be spending up to $2 million to hire a contractor "to lead and manage a comprehensive assessment of the direct and indirect impacts of the 2010 Games." But provisions included in the request for proposal for that contractor will open up the assessment process to the possibility of significant interference by the British Columbia Olympic and Paralympic Games secretariat.

According to the document, which was posted on BC Bid last week, the contractor will be responsible for "tracking various economic and social measures, analyzing the results and preparing a series of relevant reports on the findings."

But the "BC Secretariat reserves the right, in its sole discretion, to determine" which of the measures proposed by the contractor "will be tracked, analyzed and reported. And "the BC Secretariat reserves the right, in its sole discretion, to modify such economic and social measures and specify additional economic and social measures to be tracked, analyzed and reported by the Contractor as part of the Project."

Moreover, the secretariat "may provide the Contractor with data compiled from other sources from time to time, and that the BC Secretariat may require the Contractor to use such provided data in the Measures." The following is a complete copy of the relevant portion of that document.

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B. Requirements and Response

1. Summary of the Requirement

The BC Olympic and Paralympic Winter Games Secretariat is seeking a response to this Request for Proposals. The BC Secretariat, along with its Partner, the Government of Canada, is interested in a contractor to lead and manage a comprehensive assessment of the direct and indirect impacts of the 2010 Games, and of the steps taken by the Partners to maximize the benefits for Canada and British Columbia, by tracking a variety of economic and social measures, analyzing the results, and preparing a series of relevant reports on the findings.

The BC Secretariat is seeking a contractor who is able to provide full-service research and benchmarking services, including both the gathering of data/information and the subsequent analysis and modelling of such data/information, from now through to May 31, 2013. The Contractor will enter into a Contract with the BC Secretariat, but may be asked to liaise with the BC Secretariat's Partner in this Project.

This Request for Proposals is available in both English and French, with equality of standing.

2. Additional Definitions

In addition to the Request for Proposals Definitions set out in paragraph 1 of Section A, throughout this Request for Proposals, the following definitions will apply:

a) "Partner" means the Government of Canada;
b) "Partners" means, collectively, the BC Secretariat and the Government of Canada;
c) "2010 Games", "Games" and "2010 Winter Games" means the Vancouver 2010 Olympic and Paralympic Winter Games;
d) "Approved Economic/Social Measures" means those economic, social, cultural, sport development, and environmental measures approved by the BC Secretariat to be tracked, analyzed and reported by the Contractor as part of the Project;
e) "Benchmark Data" means benchmark data that shows the position for each data point in relation to the Approved Economic/Social Measures as close as possible to the date when the Olympic and Paralympic Winter Games were handed from Torino to Vancouver (February 27th, 2006);
f) "Scenario Projections" means projections, using the Benchmark Data as a starting point, for each fiscal year ending March 31 from the present through to May 31, 2013, of each data point in relation to the Approved Economic/Social Measures based on the following three scenarios: 1) Had the 2010 Games not been held, 2) Had the 2010 Games been held, but no incremental activity was undertaken by either of the Partners, and 3) Had the 2010 Games been held with full incremental participation by the Partners; and
g) "Project" means the proposed project to be conducted from now through May 31, 2013 whereby the Contractor is to lead and manage a comprehensive assessment of the direct and indirect impacts of the 2010 Games, and of the steps taken by the Partners to maximize the benefits for Canada and British Columbia, by tracking a variety of economic and social measures, analyzing the results, and preparing a series of relevant reports on the findings.

3. Ministry Situation/Overview

3.1 The Partner Context

The BC Secretariat and the Government of Canada provide certain funding for the 2010 Games related to such matters as venues and security. The Partners each have an interest in achieving lasting benefits from the hosting and organizing of the 2010 Games. The Partners wish to ensure that the economic, tourism, cultural, sport, and social and environmental opportunities associated with hosting an Olympic event are identified early and realized before, during and after the 2010 Games, and that the realization of such opportunities evolves into enduring legacies for communities and businesses in British Columbia and Canada.

The Partners wish to ensure that the Games reflect and contribute to their priorities and result in sustainable legacies for Canadians across the country. In particular, the Government of Canada's Federal Policy for Hosting International Sport Events (http://www.pch.gc.ca/progs/sc/pol/accueil-host/index_e.cfm) stipulates that the Government of Canada can invest only in events that reap significant sport, economic, social and cultural benefits and, as a result, the Project will measure the 2010 Games against this performance objective, as well as other economic and social measures as discussed below.

3.2 Project Scope

The purpose of this RFP is to select a Contractor to lead and manage a comprehensive assessment of the direct and indirect impacts of the 2010 Games, and of the steps taken by the Partners to maximize the benefits for Canada and British Columbia, by tracking various economic and social measures, analyzing the results and preparing a series of relevant reports on the findings. These various economic and social measures to be tracked, analyzed and reported by the Contractor will relate to all of the following topic areas:

a) Economic Development;
b) Business Development;
c) Tourism;
d) Employment;
e) Social Development;
f) Sport Development
g) Environmental Sustainability; and
h) Arts and Culture.

The BC Secretariat is seeking a Contractor who is able to provide full-service research and benchmarking services, as noted above, including both the gathering of data/information and the subsequent analysis and modelling of such data/information, from now through to May 31, 2013. The Contractor will also be expected to liaise with the BC Secretariat, as well as the other Partner as may be required by the BC Secretariat, throughout the duration of the Project.

Appendix B sets out examples of various economic and social measures relating to the above topic areas; however, the BC Secretariat will be relying on Proponents to propose appropriate economic and social measures in relation to the above areas for approval by the BC Secretariat. The BC Secretariat reserves the right, in its sole discretion, to determine which of the proposed economic and social measures will be tracked, analyzed and reported by the Contractor as part of the Project, and the BC Secretariat reserves the right, in its sole discretion, to modify such economic and social measures and specify additional economic and social measures to be tracked, analyzed and reported by the Contractor as part of the Project. The economic and social measures proposed by Proponents should also measure the performance of the 2010 Games against the objectives of the Federal Policy for Hosting International Sport Events (http://www.pch.gc.ca/progs/sc/pol/accueil-host/index_e.cfm).

A key deliverable of the Project will be for the Contractor to provide the BC Secretariat with a set of benchmark data that shows the position for each data point in relation to the Approved Economic/Social Measures as close as possible to the date when the Olympic and Paralympic Winter Games were handed from Torino to Vancouver (February 27th, 2006). In relation to pre-existing data, whether owned by the Contractor or acquired/accessed from a third party, the Contractor will ensure that such data is available to be provided to the BC Secretariat for it use and that the BC Secretariat can provide the data to its Partner for the Partner's use. The Contractor acknowledges that the BC Secretariat may provide the Contractor with data compiled from other sources from time to time, and that the BC Secretariat may require the Contractor to use such provided data in the Measures.

The Project will involve extensive primary and secondary data collection by the Contractor, with such data collection to be fully supported through full disclosure of the sources and relevancy of the data. Proponents will identify in their proposals the economic and social measures that they propose for measuring impacts in the above topic areas and will identify the method(s) that will be employed to measure them.

The use of formulae and modelling tools will be fully disclosed and described in a comprehensive and easily understood manner. If Proponents propose the use of proprietary or confidential methodology, Proponents should be aware that such proprietary or confidential methodology will likely not remain proprietary or confidential, as the various data collection and modelling methods will be disclosed in each of the reports to be prepared and delivered as part of the Project, and the BC Secretariat will likely release such reports to the Partners' stakeholders, including the general public, the news media, various levels of government, and the business community.

Where applicable, the data collection standards to be employed by the Contractor will meet the standards described in the March 2007 versions of the following documents (available at http://tourismbc.com/template_list_research.asp?id=7147):
a) Guidelines: Survey Procedures for Tourism Economic Impact Assessments of Gated Events and Festivals,
b) Guidelines: Survey Procedures for Tourism Economic Impact Assessments of Ungated or Open Access Events and Festivals, and
c) Guidelines: Survey Procedures for Tourism Economic Impact Assessments of Gated, Permanent Attractions.

The BC Secretariat is looking for a Contractor with expertise in socio-economic research and data analysis and modelling, that demonstrates through examples of previous work that it is able to deliver all deliverables (including the benchmark report, the 5 annual reports, and the final report, all as discussed in the following section) in accordance with the required timeframes, and demonstrates its financial and commercial resilience to complete the Project.

3.2.1 Reporting

The Contractor will prepare annual reports at the conclusion of each fiscal year ending March 31 in which the Contractor will present the actual data points in relation to the Approved Economic/Social Measures for the previous fiscal year(s), ending March 31. The Contractor will also prepare a final comprehensive summary report that includes the actual data points in relation to the Approved Economic/Social Measures for the period beginning February 27, 2006 and ending March 31, 2013 and that summarizes the results for this entire period.

3.2.2 Scenario Projections

Based on the Benchmark Data described above, the Contractor may be required as part of this Project to present Scenario Projections as a means to measure progress. At the sole discretion of the Province, the Contractor may be required to show projections for each fiscal year ending March 31 from the present through to March 31, 2013 of each data point in relation to the Approved Economic/ Social Measures based on the following three scenarios: 1) Had the 2010 Games not been held, 2) Had the 2010 Games been held, but no incremental activity was undertaken by any or all of the Partners, and 3) Had the 2010 Games been held with full incremental participation by the Partners.

The Contractor will present updates/revisions to the Scenario Projections based on these actual data points. These Scenario Projections will provide an updated estimate of what can be achieved, given what has already been achieved to the date of the report.

3.3 Timelines / Deliverables

The Contractor will prepare and deliver a total of 7 reports to the BC Secretariat as part of the Project.

The first comprehensive report, to be prepared and delivered no later than November 30, 2007, will set out the Approved Economic/Social Measures, the collection method and modelling techniques in relation to the Approved Economic/Social Measures, the Benchmark Data, and if required, the Scenario Projections.

The annual reports, to be prepared within 30 days of the conclusion of each fiscal year ending March 31 during the term of the Project other than the fiscal year ending March 31, 2013 (that is, the fiscal years ending in 2008, 2009, 2010, 2011 and 2012), will present the actual data points for the previous fiscal year(s) ending March 31. If the Contractor is contracted to provide yearly scenarios projections, the report will also present updates / revisions to the Scenario Projections based on these actual data points.

The final comprehensive summary report, to be prepared and delivered no later than April 30, 2013, will present the actual data points in relation to the Approved Economic/Social Measures for the period beginning February 27, 2006 and ending March 31, 2013 and will summarize the results for this entire period.

After delivery of each report to the BC Secretariat, the BC Secretariat will have 60 days to review each report and provide comments from which the Contractor will make appropriate revisions.

4. Requirements

4.1 Corporate Capability

The BC Secretariat requires a Contractor capable of leading and managing this comprehensive assessment of the direct and indirect impacts of the 2010 Games. The Contractor should have previous experience tracking various economic and social measures, analysing the results, and reporting on the findings, that is similar in scope and complexity to the Project, including demonstrated ability and experience in the following areas:
* preparing and designing models, business cases and analysis that meets or exceeds peer or public scrutiny and expectations;
* strategic review, research design, performance measurement and program evaluation;
* assembling, analyzing and modelling data of the nature stated in Section 3, and in describing the methodology used for each data element;
* reviewing materials, including documentation in hard copy and electronic formats, of previous work that has been released as a public document;
* presenting results and analysis in a clear and concise manner to key stakeholders, including the general public, the news media, various levels of government and the business communities;
* analyzing and modelling data in a transparent manner;
* identifying best practices and learnings from previous work;
* working effectively with senior management and executive members across diverse public and private organizations;
* Designing survey questionnaires and executing surveys to gather primary data; and
* delivering projects on time and on budget.

4.2 Experience / Qualifications of Key Personnel

The BC Secretariat will require a team of key personnel with demonstrated ability and experience / qualifications in the following areas:
a) preparing and designing models, business cases, and analysis that meets or exceeds peer and public scrutiny and expectations;
b) presenting results and analysis in statements and using terminology that is easily understood by the Partners' stakeholders; which include: the general public, the news media, various levels of government and the business communities;
c) analyzing and modelling data in a transparent manner;
d) identifying best practices and learning from previous work/projects;
e) assembling, analyzing and modelling data of the nature stated in Section 3, and in describing the methodology used for each data element;
f) reviewing materials, including documentation in hard copy and electronic formats, of previous work that has been released as a public document;
g) strategic review, research design, performance measurement and program evaluation;
h) working effectively with senior management and executive members across diverse public and private organizations; and
i) delivering projects on time and on budget.
4.2.1 Key Personnel

Note: Any subsequent changes to the named key personnel proposed by the Contractor in their proposals will require the prior written approval of the BC Secretariat.

Project Manager
Proponents should name a project manager who is to be responsible for the overall delivery of all services described in this RFP. Proposed project managers should have earned a degree from a recognized college or university in business, economics or statistics, have experience conducting economic impact analysis studies and have managed at least one project similar in scope.

Proponents should also name a backup project manager who meets the above experience and qualifications criteria. Although the same backup can be named for multiple roles, Proponents should ensure that no one is named in more than one main role and two backup roles.

Lead Economist
Proponents should name the lead economist for the Project. The lead economist should have earned a post graduate degree in economics from a recognized college or university, and at least five (5) years experience conducting economic impact analysis.

Proponents should also name a backup lead economist who meets the same experience and qualifications criteria. Although the same backup can be named for multiple roles, Proponents should ensure that no one is named in more than one main role and two backup roles.

Lead Researcher
Proponents should name the lead researcher for the Project. The lead researcher should have earned a post graduate degree from a recognized college or university in business, economics or statistics, and should have completed at least two projects involving significant primary data collection exercises (i.e. projects where the data collection exercise is valued at $50,000). The lead researcher and/or supporting staff should also have experience in the construction of large databases used as input to economic impact assessment modelling.

Proponents should also name a backup lead researcher who meets the same experience and qualifications criteria. Although the same backup can be named for multiple roles, Proponents should ensure that no one is named in more than one main role and two backup roles.
4.3 Methodology and Approach

The BC Secretariat wishes to examine the economic and social impacts of the 2010 Winter Games and incremental measures in a variety of areas. Proposals should outline a methodology and approach to gathering of information, analysis and modelling of data which will allow for clearly assessing the direct and indirect impacts of the 2010 Games. Proposals should address the approach to gathering and formulating benchmark data, and outline the methodology for both data collection and modelling leading to all projections and estimates.

Proposals should identify the indicators that could be employed to measure the socio-economic impacts and the feasibility of measuring such impacts, the appropriateness of these measures, and how these impacts will be measured. If proposals contemplate the use of proprietary or confidential methodology, such proprietary or confidential methodology will likely not remain proprietary or confidential, as the various data collection and modelling methods will be disclosed in each of the reports to be prepared and delivered as part of the Project, and the BC Secretariat will likely release such reports to the Partners' stakeholders, including the general public, the news media, various levels of government, and the business community.

Proposals should address how the Proponent's proposed methodology and approach will allow for measuring the performance of the 2010 Games against the objectives of the Federal Policy for Hosting International Sport Events (http://www.pch.gc.ca/progs/sc/pol/accueil-host/index_e.cfm).

Proposals should outline the Proponent's ability to meet the timelines and reporting requirements as outlined in Section 3.2, and to liaise with the BC Secretariat, as well as the other Partner as may be required by the BC Secretariat, throughout the duration of the Project.

4.4 Price

In their proposals, Proponents must provide a firm cost, broken into sections comprising each research area, and specifying a detailed and itemized list of those socio-economic measures that are included in the cost, for each of the 7 reports to be delivered to the BC Secretariat. The measures described in Appendix B are examples only. For any optional socio-economic measures not included in the firm cost, the Proponents must specify the costs for those options. The Province reserves the right to acquire optional measures and/or to delete measures from the reports.

Proponents should separately outline costs associated with providing yearly Scenario Projections, to be reporting annually as a means of measuring progress. These projections are to provide an updated estimate of what can be achieved, given what has already been achieved to the date of the report.

The Contract price contemplated by the Province is not expected to exceed $2,000,000. Further, Proponents will outline a schedule and comprehensive timeline for the delivery of each section and each report. The schedule and timelines will include a 60 day evaluation period for the BC Secretariat to review a draft of each report before it is finalized, and for appropriate revisions to be made based on the comments of the BC Secretariat.

1 Comment

Is there some reason why BC Stats haven't been entrusted with this assignment? They are far and away the most qualified in the province to conduct this work.

Could it be that BC Stats refused the terms?

Being forced to accept data from the BC Secretariat should give any company pause - the terms and conditions of this contract are appalling.

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