THE WORLD BANK
TERMS OF REFERENCE
INTEGRATED TRANSPORT SYSTEM AT THE “FOZ DO RIO ITAJAI” REGION
PRE-FEASIBILITY ENGEENERING STUDY
PROJECT BACKGROUND AND OBJECTIVES
The Foz do Rio Itajaí Region is located in the State of Santa Catarina, Brazil, and comprises
11 municipalities (namely Balneário Camboriú, Balneário Piçarras, Bombinhas, Camboriú, Ilhota,
Itajaí, Itapema, Luiz Alves, Navegantes, Penha and Porto Belo). With a year-round population of
680,000 people, the region’s inhabitants can reach more than 1.3 million in the peak season time
due to seasonal touristic inflow. The region’s population has grown at 3.6 percent per year in the
last five years, three times the Santa Catarina state average, and, by 2030, the year-round
population is expected to reach 1.1 million inhabitants. The region functions as a metropolis with
clear trip patterns between municipalities for jobs and leisure, with a number of total trips per day
of 1.9 million in 2016, projected to grow to 3.7 million in 2030.
The region currently lacks a quality and effective public transportation system connecting the
population across the 11 municipalities. The lack of quality public transport options results in a
very high automobile mode share, with 80% of trips made in private vehicles. Motorization rates
are more than twice as large as the population growth, averaging 7.7 per cent per year in the last
five years. The very high reliance on individual modes of transport generates high levels of traffic
congestion, hinders air quality, and creates road safety hazards. In fact, road safety in the region is
a particular concern. The State of Santa Catarina alone has a higher road traffic fatality rate than
other states in Southern Brazil (23.4 per 100,000 inhabitants in 2015)1, a rate that is also higher
than the average in Brazil.
Currently, there are three intermunicipal bus operators servicing the municipalities: i) Viação
Praiana (providing intermunicipal services among the municipalities of Itajaí, Balneário
Camboriú, Itapema, Porto Belo, Bombinhas, Tijuca and Camboriú); ii) Viação Navegantes
(providing intermunicipal services among the municipalities of Navegantes, Itajaí, Penha and
Balneário Piçarras) and iii) Auto Viação Rainha (providing intermunicipal services among the
municipalities of Luis Alves, Itajaí and Balneário Camboriú). The State Government of Santa
Catarina grants and supervises these intermunicipal services Intra-municipal bus services operate
in four of the participating cities (Balneário Camboriú, Camboriú, Navegantes and Itajaí).
Additional public transport options in the region include a ferry-boat that connects two of the
main cities, Itajaí to Navegantes. The service provides transport for pedestrians, bicycles,
motorcycles, cars, and small and medium trucks; however, this service does not allow the crossing
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Data source: DATASUS.
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of intermunicipal buses. As a result, buses must divert 23-km on each journey to reach the next
bridge. The ferry boat is a privately-operated service, under a state-issued touristic concession.
To address the mobility challenges in the Foz do Rio Itajaí Region, AMFRI (Associação dos
Municípios da Foz do Rio Itajaí), a not-for-profit entity created in 1973 that includes eleven
municipalities as members, aims to implement a network of five Bus Rapid Transit (BRT)
corridors and six priority bus lanes (Figure 1). This project would be a crucial step for the delivery
of the region’s integrated mobility strategic plan, in order to improve public transport accessibility,
road safety, and air quality, and to reduce traffic congestion. This project is expected to contribute
to sustainable mobility through a significant increase in the share of public transport trips.
Figure 1: BRT Project Proposal in the Foz do Rio Itajaí Region
Source: 2016 Mobility Plan — AMFRI
The associated municipalities of AMFRI have constituted a multi-purpose intermunicipal
consortium (CIM-AMFRI), which acts as a public authority for the 11 municipalities. The CIMAMFRI was created with the mission of implementing strategic projects that require strong
regional coordination. CIM-AMFRI was delegated the right to manage and implement transport
projects on behalf of its consortium members.
CIM-AMFRI is expected to execute the BRT Project, which will consist in the implementation
of a greenfield Bus Rapid Transport system that is expected to provide service that supports
525,000 passenger trips per day by 2030. The Project includes the implementation of five BRT
corridors (49km, 87 stations) between (i) Navegantes—Itajaí, (ii) Itajaí—Balneário Camboriú; (iii)
Balneário Camboriú—Camboriú, (iv) Itapema—Porto Belo, and (v) Penha—Navegantes, and six
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bus priority lines. Investments encompass equipment for a new integrated ticketing system, new
pavements and a bridge between Itajaí and Navegantes, installation of priority lanes, traffic
signaling for road safety, environmentally-friendly bus fleets, new terminals and platforms.
In 2016, AMFRI developed an integrated mobility pan that included early technical studies of
demand, engineering and costing. The conclusions of such analysis reflect the view that a
coordinated BRT network in the Foz do Rio Itajaí Region will overcome transport and
environmental challenges that have accompanied the development of the region.
In partnership with the World Bank Group (WBG), AMFRI is now looking to carry out a
refined pre-feasibility analysis, informed by the earlier technical studies. The refined prefeasibility analysis includes an engineering study, with the objective to: i) review and validate
existing engineering studies, ii) further develop the preliminary project design, iii) estimate capital
and operational costs; and iv) provide technical recommendations for the subsequent phase.
SCOPE OF WORK
AMFRI has developed a preliminary conceptual engineering design for the 5 Bus Rapid Transit
(BRT) and 6 Priority Service (PS) lines, including preliminary alignment, operational scheme,
station and terminal design, drainage, 5 bridges (reinforcement and/or new), pavement, signaling,
interferences and expropriation. The following tasks will be part of the study:
2.1. Review of Existing Studies and Data
The consultant shall review and validate existing data and preliminary technical studies by
assessing their completeness, quality and relevance; shall identify inconsistencies and/or gaps; and
the data needs for a subsequent project structuring phase. The available data will include road
condition surveys, technical studies and documents provided by AMFRI and other authorities. This
review should focus on the project specification, engineering and capex aspects, given that a
separate pre-feasibility demand study will be carried out concurrently. Existing studies available
as a reference include: (i) preliminary engineering assessment (civil works and rolling stock),
which will be the focus of this task, (ii) demand study, containing current and estimated data for
demand for public transport, iii) feasibility study, containing capex and opex reference points.
2.2. Preliminary Project Design
The consultant shall review and further develop the preliminary project design, providing an
assessment of the BRT system elements that are needed at pre-feasibility, with a focus on
reviewing on the five BRT corridors: (i) Navegantes — Itajaí, (ii) Itajaí — Balneário Camboriú;
(iii) Balneário Camboriú — Camboriú, (iv) Itapema — Porto Belo, and (v) Penha — Navegantes,
and the bus priority lines.
For each BRT corridor and bus priority line, the project design must consider the physical and
operational feasibility reflecting right-of-way configuration, junctions, stations, terminals, side of
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the dedicated bus lanes, areas along in which the buses will operate in mixed-traffic, among others.
The design should detail the following aspects:
i.
Consider demand forecasts for each of the BRT corridors and priority lanes to inform the
BRT design, ensuring that the design provides the optimal capacity, avoiding infrastructure
that is overly expensive and consumes too much right-of way that may be otherwise used
for footpaths, bike lanes, or private vehicles, but also avoiding a design that will lead to
overcrowded stations and low bus speeds.
ii.
Assess alternative right of way for the BRT corridors and priority lanes with the objective
of minimizing, to the greatest extent possible, social impacts and expropriation costs due
to road widening. The consultant shall verify the compatibility of the right of way with
municipal planning agencies, ensuring that there are no conflicts with other infrastructure
plans being considered.
iii.
Assess river crossing alternatives for the BRT corridor between Itajaí and Navegantes. In
particular, the study must provide a high-level assessment of the infrastructure and
engineering needs to build a bridge between these two municipalities and assess the impact
it may have on the Port of Itajaí (in and out vessel traffic) and the Airport of Navegantes.
For the Port and Airport, the consultant must take into account any potential expansion
plans and future expected demand, as well as the impact of the expansion on the BRT
project.
i.
Assess the needs for any additional bridge, tunnel, overpass, underpass, or elevated busway
support along the five BRT corridors and bus priority lines.
ii.
Determined the adequacy of remaining engineering designs, namely, pavement (assess the
cost-benefit of using different solutions, e.g. flexible versus concrete, in the stops versus
the entire network); drainage (given up to date hydrological data, considering climate
changed trends); road signaling (both to address road safety aspects for vehicles and
pedestrians and to allow for enforcement of bus-only lane operations).
iii.
Assess alternatives for BRT alignment and configuration, including median alignment and
curbside alignment, as well as off-board or on-board fare collection, considering comfort
and safety criteria. Aspects to be considered in this assessment include bus boarding and
alighting volumes at stops, curbside activity, and road width.
iv.
Determine the potential to use solar panels as a source of electricity for BRT stations,
including lightning, ticketing, surveillances, and other ITS elements. Consider the use of
greenery and landscaping in stations and planting along BRT routes, for example, as a
divider between the BRT system and other traffic lanes.
2.3. Concept Implementation Plan
Develop an implementation plan for the proposed BRT project by 2030, providing a general
timeline for implementation activities at a high-level. The plan should not delve into durations for
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all detailed activities expected, but rather delineate umbrella activities will be represented with
indicative timeframes, such as detailed project engineering/design, right-of-way acquisition,
contractor procurement, construction, vehicle procurement, among others.
2.4. Cost Estimates
The consultant shall estimate the capital costs (capex) of project delivery, covering all
infrastructure, equipment, right of way and systems, and the operating costs (opex) of service
provision based on the projected level of service in relation to the elements of capex maintenance
(pavement, drainage, stations, etc). The cost analysis should include any expropriation costs after
the definition of the right of way, indicating the methodology used to estimate such costs. The
analysis should be prepared under different sets of cost assumptions covering a range from
optimistic to very conservative, not limiting the analysis to existing standardized public price
tables produced by official bodies but by using real life benchmarks for similar regions. The cost
analysis must also be disaggregated for each of the five BRT corridors and for each of the six
priority bus lane.
All costing should be done at a level of detail consistent with the preliminary project design.
An operating and maintenance cost model should be developed for the BRT based on accepted
international practices, required labor and other resources, with costs that are representative for the
Region. On the capital cost side, contingency factors consistent with a preliminary design level of
detail should be applied at an appropriate level of disaggregation. The opex estimates should be
developed using bottom-up approach, considering stations maintenance, pavement maintenance,
cleaning, ticketing, and surveillance costs.
2.5. Technical recommendations for subsequent phase
Based on the preliminary operation plan and other technical estimates cited on the previous
items, the consultant will prepare the technical requirements for the next phase (feasibility). The
document should include a brief description of the information found on the current analysis and
pave the way for the next phase by informing the data that needs to be further analyzed, and the
topics that still need to be worked in order to obtain more reliable and accurate plan.
DELIVERABLES
The consultant shall prepare each section of the study as described in the above task descriptions.
The report shall be in Portuguese and translated to English language upon acceptance. Upon
completion of a draft version of each task, the report, data, and terms of reference for subsequent
stage will be made available in electronic copies. All draft reports will be subject to timely reviews
by the WBG with the support of AMFRI.
The Consultant shall prepare an Inception Report with the “Review of Existing Studies and Data
which would be submitted to the Client within one month of the start of the assignment”. It should
include a proposed Information, Consultation and Participation Plan.
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For each of the tasks described in the scope of work, the consultant shall provide the following
deliverables:
1- Reports structured around the outline described in the scope of work (2.1-2.5).
2- All data, shape files, maps, models, and all other files should be shared in source format.
3- A summary report with the conclusions of the study and the technical recommendations
for subsequent phase.
The reports will be reviewed by the project manager and must meet the TOR requirements, the
content must reflect the appropriate depth and expertise levels for the assignment, and the firm
must provide all background findings, surveys, data analysis, and other supporting information.
PROJECT TIMELINE
The schedule of implementation of deliverables is as below. The delivery dates will be the last
business day of the month the report is due.
Table 1: Deliverable Timeline
Reports
Inception Report
Assessment of Preliminary Project
Design
Concept Implementation Plan
Cost Estimates
Summary report and technical
recommendations
June
2019
X
July
2019
August
2019
X
X
X
X
X
X
September
2019
October
2019
X
X
The Consultant shall plan for visits to the field in a manner that is compatible to the scope. It is
expected that the Consultant will be readily available to travel to the site to collect field data if
necessary, and to present partial and final results. The Consultant is also expected to have full
capabilities to conduct virtual meetings with the WBG team and AMFRI.
CONSULTANT SELECTION
The Consultant is expected to have strong qualifications in the implementation of BRT engineering
studies.
Indicative qualifications for core study experts are as follows:
•
Team Leader. At least 10 years of experience in managing teams for the design of BRT
projects. International experience is desirable.
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•
Road/bridges specialist. At least 10 years of experience in designing roads/BRT and bridge
projects within urban areas.
•
Pavement specialist. At least 10 years of experience in specifying pavement for roads/BRT
projects within urban areas.
•
Port specialist. At least 15 years of experience in Ports operation and design.
The Consultant to be selected will be the one considered to have the best combination of technical
proposal and financial proposal within the budget limit of US$ 70,000. The technical proposal will
be assessed on the basis of (a) the proposed work plan, (b) staff qualifications, and (c) prior
experience in similar assignments.
ADMINISTRATION
The client for this study is the WBG, with the technical support of AMFRI. The WBG and AMFRI
will designate a study coordinator to provide technical guidance to the consultants on the conduct
of the study.
Copy of existing studies, data and models developed by AMFRI, and additional reference material
available for carrying out the analysis will be provided by the client.
DATA CONFIDENTIALITY
The consultant agrees to handle all data in a strictly confidential manner. Any material created in
the fulfillment of this contract, including documents, data, or other proprietary rights in and to the
work will fall under the exclusive ownership of the WBG. This material may not be disclosed
publicly or to third parties without the prior written consent of the WBG. Furthermore, disclosure
of information must be in line with any data sharing agreements between the WBG and its clients
or partners, and with the data sharing policies of the WBG.
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