81294907-Digital transformation of the public transport in Mexico

Kurze Beschreibung

In the coming years, transport emissions are expected to grow faster than all other sectors due to the increase in the number of cars per capita in Mexico. This growth accounts for several reasons. One of them is the low quality and inefficiency of public transport services, which lack connectivity, have long waiting times, and overcrowded vehicles. Public transport services are often not accessible and inclusive for everyone, as their design leaves behind disabled people, women, children, and other vulnerable groups. Furthermore, public transport is perceived as unsafe, as it is a space where crimes such as muggings, robberies or sexual assaults take place. Finally, the COVID-19 pandemic led more people to use private transport to avoid infection.
The shortcomings of the public transport system stand as a major challenge to Mexico's achievement of the Sustainable Development Goals and its advancement towards green and competitive cities. To curb the trend towards private motorised transport, it is necessary to implement high-quality, smart, inclusive, and climate-friendly public transport services that make them more attractive than the private car. The strategies published so far to promote sustainable urban mobility are still very general. They also provide little practical guidance to states and municipalities on how to implement sustainable public transport systems. Especially in fast-growing medium-sized cities, knowledge, implementation-oriented capacities, and financing resources are required to carry out improvement measures.
In this context, the Mexican and the German Government, through the Secretariat for Agrarian, Land and Urban Development (SEDATU) and the Deutsche Gesellschaft für Internationale Zusammenarbeit (GIZ), respectively, jointly implement the urban mobility project "Transition towards an integrated, accessible and smart public transport system in Mexico (TranSIT)". TranSIT is a bilateral project and commissioned by the Federal Ministry for Economic Cooperation and Development (BMZ) of Germany. It has a duration of 3,5 years (09/2022 - 03/2026).
The project aims to improve the framework conditions for an accessible, smart, and climate-friendly public transport in Mexico. TranSIT aims to develop solutions at the national and subnational level around three areas:
1) Decision-making tools: Development and improvement of decision-making tools and strengthening of professional competencies of public transport employees in the public and private sector.
2) Demonstration projects: Implementation of demonstration projects to create hands-on experience at the subnational level and empower actors to independently apply further improvements and replicate measures.
3) Knowledge exchange and transfer: Dissemination of experiences and lessons learned from the demonstration projects in exchange networks.
The main counterpart of the project is the Mexican Ministry of Agrarian, Territorial, and Urban Development (SEDATU). TranSIT works closely with the mobility and transport authorities of the pilot regions in Oaxaca, Yucatan, Puebla and León/Guanajuato, the private sector, NGOs, civil society, and academia on state and subnational levels.

Beschreibung der Beschaffung

The cross-cutting topics of digitalization and data will play an important role during the implementation of the project. Digitalization is a means for transformation. Increasingly, the use of digital tools contributes to better understanding how the population and goods move in cities, allowing to provide useful information and to take actions to make day-to-day transit more efficient, accessible, safe, connected and multimodal. Smart mobility solutions may target and benefit transport planers (i.e. optimizing routes, traffic control, permit management), providers (i.e. improving fleet management, monitoring vehicle efficiencies and demand management) as well as passengers (i.e. accessing real time information on fastest route and electronic payments). Apart from mature digital technologies also rather new technologies such as artificial intelligence, machine learning, big data, blockchain and internet of things potentially benefit public transport.
Aspects such as data requirements, digital competency, regulatory feasibility and process provisions for smart mobility solutions are key for successful adoption. This transformation comes with certain challenges including the need to design inclusive digitalization processes to leave no one behind, developing digital skills as well as establishing and maintaining the necessary infrastructure.
The contractor shall provide short-term expert (STE) support to contribute to the digital processes promoted in the framework of TranSIT ranging from a baseline assessment on digital readiness in the urban mobility sector (specifically public transport) on national level and of the pilot regions, over designing specific implementation roadmaps for smart mobility pilot projects to capacity development measures.
The services tendered are divided into the following three work packages:
Work package 1: Digital strategies and tools for decision-makers
Through work package 1, the contractor shall realize an in-depth analysis of the current state of digitalization and digital readiness to adopt smart solutions in the public transport sector in Mexico. The contractor shall analyse and describe opportunities, solutions and challenges for the digital transformation of the public transport sector in Mexico in general and specifically in the four selected pilot regions. The results shall be presented in a white paper.
Furthermore, with view to transport data management the federal states in Mexico are obliged to report mobility data to the federation. However, most states are not yet able to comply with its obligation due to the lack of data recollection and analysis. Therefore, the contractor shall review the baseline situation in the four pilot states and provide technical support to the public authorities to overcome existing shortcomings. Based on the experience in the pilot regions, the contractor shall elaborate a list of recommendations on how to improve the transport data collection and analysis given different starting points.
Work package 2: Smart mobility solutions for demonstration projects in pilot regions - proposals and implementation roadmap
Work package 2 has a specific focus on opportunities for digitalization and efficient data usage in the selected pilot regions in Mexico (Yucatan, Puebla, Oaxaca and León). Specific entry points for smart mobility solutions shall be defined and proposals of feasible demonstration projects developed.
The contractor shall define in total 6 potential smart mobility solutions which may serve as demonstration projects. Demonstration projects may target transport authorities, transport companies or passengers. The proposal shall aim at innovative and ambitious lighthouse projects which may be reference projects for other states. Each proposal shall include an implementation roadmap which provides the framework to guide the actual implementation of a solution The actual implementation is not part of the initial scope of the presented ToRs.
Work package 3: Capacity building measures and network events
Based on the results of work package 1 and 2, the contractor shall develop a 15-hour online course for officials from municipalities on the role of local governments to improve enabling factors for digitalization of their urban mobility system, providing recommendations for digital readiness and examples for smart mobility applications.
Furthermore, the contractor may be asked to organize a series of webinars or workshops as well as prepare and present inputs during (inter)national conferences on topics like digital readiness in public transport, transport data management for public transport planners, digital tools to promote participatory processes for authorities and the implementation roadmaps for proposed smart mobility solutions of work package 2. This may be up to 6 events (average of 3-4 hours each).
The contractor will be asked to manage a hackathon where start-ups and talents of innovative and digital solutions in the sector of public transport will have to solve an urban mobility challenge which one or more of TranSIT´s pilot regions are facing.
As part of the capacity building offer, the contractor shall prepare and organize a study tour (max. 5 days) to Germany about digitalization of the public transport. Apart from approximately 5-10 Mexican counterparts and allies, the delegation may comprise several participants of other GIZ projects in the region.

Beschreibung der Verlängerungen

GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference.

Beschreibung der Optionen

GIZ may optionally commission contract amendments and/or increases based on the criteria in the tender documents to the successful bidder of this tender. For details, please see the terms of reference.

Liste und kurze Beschreibung der Bedingungen

1) Name and address of the company, legal form, registered office (country), owners and controlling parties, commercial register number/dirstrict court, bank account, tax number, VAT identification number, brief company profile and contact in event of queries.
2) Extract from the commercial register or equivalent evidence/proof in English or German (not older than six months).
3) Self-declaration that no grounds for exclusion in Section 123, 124 of the German Act Against Restraints of Competition (GWB), section 22 of the German Supply Chain Due Diligence Act (LkSG) and EU-Russian sanctions apply.
4) If a candidate/tenderer wishes to use the capacities of another company for the execution of the contract or to prove his/her eligibility, she/he must prove by submitting a declaration of commitment that the corresponding capacities are available to him/her for the execution of the contract and a declaration of commitment and a declaration that no grounds for exclusion pursuant to Section 123 GWB and/or Section 124 GWB apply to them must be submitted.
5) In the case of participation as a bidding consortium: tenderers must appoint a leading member and authorise this member to represent the group and to receive payments with discharging effect also for the other members. A corresponding agreement, signed by all members, must be attached to the application for participation. For this purpose, the form provided by GIZ must be used.

Liste und kurze Beschreibung der Auswahlkriterien

1) Declaration on the average annual turnover for the last 3 financial years (last-but-4 financial year can be included in case of invitation to tender held within 6 months of end of last financial year).
2) Declaration on the average number of employees and managers for the past three calendar years

1) Average annual turnover for the last 3 financial years: at least 600,000 EUR.
2) Average number of employees and managers for the past three calendar years: at least 10 persons.

Liste und kurze Beschreibung der Auswahlkriterien

It is necessary to provide
- at least 3 reference projects in the technical field of "smart mobility" and
- at least 2 reference projects must be in Latin America and the Caribbean,
each of them in the last three years with a minimum commission value of at least 150,000 EUR.

Bedingungen für die Teilnahme (technische und berufliche Fähigkeiten)

1) The technical assessment is only based on reference projects with a minimum commission value of EUR 150,000 (one hundred fifty thousand Euro) in the last three years.
2) The minimum requirements forsee
- at least 3 reference projects in the technical field of "smart mobility" and
- at least 2 reference projects in Latin America and the Caribbean
each of them in the last three years with a minimum commission value of at least 150,000 EUR.

Genaue Informationen über Fristen für Überprüfungsverfahren

According to Article 160, Section 3 of the German Act Against Restraint of Competition (GWB), application for review is not permissible insofar as
1. the applicant has identified the claimed infringement of the procurement rules before submitting the application for review and has not submitted a complaint to the contracting authority within a period of 10 calendar days; the expiry of the period pursuant to Article 134, Section 2 remains unaffected,
2. complaints of infringements of procurement rules that are evident in the tender notice are not submitted to the contracting authority at the latest by the expiry of the deadline for the application or by the deadline for the submission of bids, specified in the tender notice.
3. complaints of infringements of procurement rules that first become evident in the tender documents are not submitted to the contracting authority at the latest by the expiry of the deadline for application or by the deadline for the submission of bids,
4. more than 15 calendar days have expired since receipt of notification from the contracting authority that it is unwilling to redress the complaint.
Sentence 1 does not apply in the case of an application to determine the invalidity of the contract in accordance with Article 135, Section 1 (2). Article 134, Section 1, Sentence 2 remains unaffected.