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Closing date: June 15th, 2021


The Socio-economic Subcommittee (SESC) of the Indigenous Advisory and Monitoring Committee for the Trans Mountain Expansion Project and Existing Pipeline (IAMC-TMX) is inviting submission of proposals from consultants who are qualified to provide technical advice on socio-economic effects and monitoring as they relate to Indigenous priorities and interests and major resource development projects. In particular, the SESC is looking for technical advice on developing a research plan related to socio-economic effects, the development of Indigenous community-driven socio-economic and cultural effects monitoring initiatives, and the development of advice to government, with a major focus on the Canada Energy Regulator (CER). 

The successful bidder will be offered a service contract to March 31, 2022 with possibility for extension subject to funding. 

The consultant may work remotely, though preference will be given to applicants residing in British Columbia or Alberta. Travel may be required under this contract, subject to COVID restrictions and must be pre-approved. Travel costs may not exceed National Joint Council Rates. 


The IAMC-TMX brings together 13 Indigenous and six senior federal representatives to provide advice to regulators, as well as to monitor the Trans Mountain Expansion Project and existing pipeline. The 13 Indigenous members represent the 129 Indigenous communities and regions along the route. 

Members have shared goals of both the safety and protection of environmental and Indigenous interests regarding lands and waters. Read the Terms of Reference and find out more about the Committee at https://iamc-tmx.com. 


Addressing the impacts of temporary work camps and influx of workers on Indigenous communities is a priority of the IAMC-TMX. The Socio-Economic Subcommittee (SESC), formed in January 2018, is responsible for addressing this and other social, cultural, health and economic-related areas of interest. Specifically, the IAMC-TMX SESC focuses on:

  1. Conducting research and analysis, with input from communities, regarding Trans Mountain’s polices and regulations, as well as on topics focused on enhancing community-readiness to participate in and benefit from major resource development projects, and to effectively manage their impacts.
  2. Collaborating with Trans Mountain on the tracking of Indigenous-focused socio-economic indicators as an aspect of increasing Indigenous participation in oversight of Trans Mountain’s Socio-Economic Effects Monitoring Plan (SEEMP).
  3. Building capacity for Indigenous communities to participate directly in socio-economic monitoring, and to enhance their role in preventing or mitigating adverse project impacts in their territory, for this project and in future.
  4. Documenting lessons learned, including for the purpose of providing advice to the government for consideration in future major projects with a focus on enhancing the CER’s approach to assessing and managing socio-economic effects.

This work is meant to position Indigenous communities to have a larger role in managing socio-economic matters with respect to Trans Mountain facilities and operations, as well as in relation to future resource development activities in their territory. 

Currently, the SESC, Simpcw First Nation, the CER and Trans Mountain are co-developing a pilot initiative whereby a Simpcw community-based monitor is being hired, trained and mentored to do the work associated with monitoring socio-economic effects in the B.C. Interior, including those associated with temporary work camps and influx of workers. The monitoring framework developed through this pilot will include identifying and tracking indicators of interest to Simpcw First Nation regarding economic, social, health, and cultural impacts in their territory, as well as impact to Indigenous rights. The SESC is working to identify opportunities for similar collaborations in Alberta, the Nicola Valley and the Fraser Valley. 


The consultant will support the SESC in meeting its four objectives by providing technical and strategic guidance premised on their prior experience, completing research where needed and requested, and reviewing and/or crafting material to support the SESC. Specific tasks may include: 

  • Participating in select SESC and associated meetings as required;
  • Developing and/or reviewing of SESC material including research plans, reports, briefing notes, presentations, communications material, etc.; 
  • Supporting the SESC’s four regional community-driven monitoring initiatives; 
  • Collaborating with the SESC to draft a research and dissemination plan for FY2021-22; 
  • Working closely with the SESC to compile experiences and lessons learned to date in building Indigenous-led social, economic, health and cultural monitoring of the Trans Mountain Expansion Project at the IAMC and community level. 
  • Support the SESC in drafting advice to government on socio-economic and cultural monitoring; and 
  • Lead and/or participate in confidential dialogue and engagement with Indigenous Caucus and community representatives.


The ideal consultant will bring deep expertise in socio-economic and cultural effects management and monitoring with Indigenous communities and have experience with natural resource development projects. In order to be considered, your application must clearly explain how you meet the following essential qualifications:

  • Minimum of 15 years of professional experience in community development, socio-economic and cultural effects assessments and/or monitoring 
  • Proven experience providing technical and/or operational support to collaborative interagency forums similar to the IAMC 
  • Proven understanding of Indigenous issues related to natural resource development projects, including the integration and protection of Indigenous knowledge 
  • Experience collaborating with diverse partners, including Indigenous communities, government departments, regulators, non-governmental organizations and/or industry 
  • Experience in conducting desktop research, interviews (including at the community level undertaken with adherence to appropriate ethical protocols), drafting technical reports and briefing notes, and synthesizing complex data 
  • Experience and relationships in the natural resource industry in British Columbia and/or Alberta (e.g. oil and gas, forestry, or mining), particularly in relation to socio-economic effects monitoring 


  • Willing and able to be flexible in work schedules, including some evenings and weekends 
  • Willing and able to travel independently within British Columbia and Alberta, subject to federal, provincial and community COVID-19 health and safety protocols. 
  • Self-sufficient and functional for stand-alone service delivery with a home-based office as needed 


By June 15th, 2021, please send a detailed proposal (limited to max 5 pages excluding CVs), addressing all of the elements detailed below, to Marie-Luise Ermisch at: marie-luise.ermisch@canada.ca. Both teams and individuals are welcome to apply. 

The proposal must demonstrate how the consultant(s) meet the essential qualifications and include the following components: 

a. Consultant Profile(s). Provide a comprehensive profile for each consultant listed in the proposal. Include description of roles and responsibilities that each consultant will have in carrying-out the scope of work. For teams, a team leader and main point of contact for the SESC must be identified. It is expected that the team lead will represent the team in meetings. Description should demonstrate how consultant or team plans to maintain continuity. 

b. Technical competence. Summarize relevant technical qualifications as they relate to the described scope of work. Firms should focus on technical competence of listed consultants. CV for each specialist named in the technical proposal should be presented in an appendix 

c. Understanding of the Scope of Work. Describe your understanding and approach to the scope of work. Narrative should demonstrate a clear understanding of the IAMC-TMX and IAMC-SESC landscape. 

d. Relevant project experience. Provide examples of recent work that demonstrates experience with community development, socio-economic and cultural effects assessments and/or monitoring. Describe results from that work and what influences that work had on changing community and/or socio-economic outcomes. Include reference to how work involved and affected communities as well as any relevant regulators and companies. 

e. Relevant geographic experience. Provide examples of recent work that included the regions covered by the IAMC-TMX (Alberta & BC). Include specific examples involving Indigenous communities. 

f. Proposed daily and hourly rates. If more than one consultant is being proposed, please outline daily and hourly rates for each consultant. 

g. Writing sample. Please include a short writing sample in an appendix to be reviewed. 

h. Disclosure of any current or past work experience (direct or indirect) with the Trans Mountain Expansion Project, Kinder Morgan, Trans Mountain Corporation, and/or its contractors. 

i. Other supporting documents. Other supporting documents may be presented in Appendices. 

Acknowledgment of receipt of applications will not be sent. An informal interview will be scheduled with shortlisted consultants. Consultants will additionally be asked to prepare a short presentation for the interview. References will be requested and checked for shortlisted consultants. 

EVALUATION CRITERIA Evaluation Criteria Description Weight 
Technical and essential competencies Consultants demonstrate how they meet the technical and essential competencies outlined 30% 
Understanding of the work Consultants demonstrate a firm understanding of the scope of work and approach to work is aligned with IAMC-TMX SESC desired approach 15% 



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