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HomeMy WebLinkAboutE-6 Staff Report - Section 5310 Software Procurement - Transit Dispatch SoftwareCONSENT ITEM E-6 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL VIA: SERGIO GONZALEZ, CITY MANAGER FROM: DANIEL BOBADILLA, P.E., DIRECTOR OF PUBLIC WORKS/CITY ENGINEER DATE: MARCH 18, 2019 SUBJECT: AWARD OF CONTRACT TO PURCHASE TRANSIT DISPATCH SOFTWARE BACKGROUND: The Department of Public Works operates a transit program that consists of a Dial-A-Ride service and shuttle service to and from the Metro Gold Line stations in the City of Azusa. Dispatch is currently handled through the use of manual scheduling and two-way radios. As part of the award of funds from the Federal Transit Administration (FTA) through the Section 5310 Program, funding for dispatch software was requested and awarded. Of the total grant of $317,917 and a $35,324 local match requirement, $51,517 in grant funding and $5,724 in local match funding are designated for the purchase of such software. The software cost will exceed the original cost estimate of $57,241 by $7,920 for a total cost of $65,161. City Cou ncil approved the Funding Agreement with the Los Angeles County Metropolitan Transportation Authority (LACMTA) on July 16, 2018 and the purchase of the buses on December 3, 2018. Staff is now requesting approval to purchase the dispatch software. RECOMMENDATION: Staff recommends the City Council take the following actions: 1)Determine Routematch Software, Inc. to be a sole source vendor based on their specific software module, middleware, services and expertise; and 2) Approve a contract with Routematch Software, Inc. to purchase dispatch software and all relevant equipment for the operation of the Transit Division; and 3)Authorize the City Manager to execute the contract, in a form acceptable to the City Attorney, on behalf of the City; and 4)Authorize the appropriation of $7,920 of Prop A Funds as local match required by the FTA grant and costs which exceed the initial estimate. APPROVED CITY COUNCIL 3/18/2019 Section 5310 Transit Dispatch Software Purchase March 18, 2019 Page 2 ANALYSIS: The Department of Public Works operates Azusa Dial-A-Ride, a sub-regional paratransit transportation service for seniors over 55 years of age and persons of any age with disabilities. Elderly and disabled residents in the City of Azusa and the unincorporated Los Angeles County within the City can utilize the service for travel. Currently, the City provides an average of 140 trips per day to City residents. All appointments are made via telephone, manually entered and driver assignments are done over two-way radios. The current system is antiquated and does not allow Transit Staff to achieve the highest level of scheduling and dispatch efficiencies. LACMTA makes the FTA Section 5310 Program grant available to local transit agencies and nonprofits that provide service to the senior and disabled population. Therefore, Staff applied for and was awarded one of these grants in the amount of $317,917. City Council approved the acceptance of this grant on July 16, 2018. Based on experience, a needs analysis, and budget, it was determined that the demand response technology solution should be a web-based application and include tools for rider management, trip reservation administration, schedule and routing optimization, reporting (meeting both Agency and CalTrans requirements), and in-vehicle mobile data computers for real-time dispatching and automated vehicle location. The turn-key solution would also require professional services for training and implementation, as well as ongoing support and maintenance services. Long-term project goals were also considered, including the use of technology to improve the rider experience by offering new and innovative service models. Although still under evaluation, these service models include first-mile and last-mile solutions to the Gold Line, point-to-point and point-to- hub on-demand services, flexible microtransit concepts, and traditional flexed-route and fixed route services. Staff researched all potential vendors, conducted on-site tours of active systems, and received product demonstrations. Vendors were evaluated based on merits of their ability to meet immediate and future technology requirements, deployment process, customer support, ongoing product maintenance, and applicable client references. After this process, Staff determined Routematch as the best software option. Routematch’s technology platform goes above and beyond traditional paratransit and demand response management, providing technology options for first-mile/last-mile solutions, on-demand services, multi- modal journey options, and electronic single-point payment features. Additional features, provided only through Routematch’s platform, include dynamic scheduling, predictive demand algorithms, micro- targeted service creating and a real-time analytic platform. These value-added technologies are core to Routematch’s proposed platform and are built for the general public and ADA community alike. For these reasons, Azusa Transit believes that a sole source procurement is necessary. Transit Staff is justifiably unable to obtain a product similar to Routematch, or similar support and maintenance related, which provide the same efficiencies and benefits from any other vendor. LACMTA, as the pass through agency for the grant, has approved the purchase of the software through Routematch Software, Inc. Section 5310 Transit Dispatch Software Purchase March 18, 2019 Page 3 FISCAL IMPACT: The total cost for the software and equipment is $65,161. Of this amount, $51,517 is included in the FY1819 FTA Section 5310 revised budget under 28-80-521-130-7140 (66019B-7140) and $5,724 under the Prop A revised budget under 15-80-521-130-7140 (66019D-7140). Upon Council approval of the purchase, Staff will prepare a budget amendment to increase the Prop A budget by $7,920 under 15-80- 521-130-7140 (66019D-7140). Prepared by: Reviewed by: Nikki Rosales Daniel Bobadilla, P.E. Senior Management Analyst Director of Public Works/City Engineer Reviewed and Approved: Sergio Gonzalez City Manager Attachments: 1) Routematch Proposal routematch.com Proposal for: Azusa Transit Transit Management System Submitted by: Routematch Software, Inc. 1230 Peachtree Street NE, Suite 2800 Atlanta, GA 30309 Teague Kirkpatrick 303.997.1507 Teague.Kirkpatrick@routematch.com routematch.com Submitted on: 31-Jan-2019 Attachment 1 1-2 PROPOSAL routematch.com Table of Contents 1 Executive Summary ........................................................................................ 1-3 2 Experience & Technical Competence ............................................................... 2-6 3 Proposed Technology ..................................................................................... 3-8 3.1 Pa ratransit Planning Tools ...................................................................................... 3-8 3.1.1 Customer Module ............................................................................................................... 3-8 3.1.2 Driver Management ............................................................................................................ 3-8 3.1.3 Vehicle Maintenance and Management ............................................................................. 3-9 3.1.4 Service Management .......................................................................................................... 3-9 3.1.5 Funding Source Management ............................................................................................ 3-9 3.2 Daily Operations ................................................................................................. 3-10 3.2.1 Trips/Reservations ........................................................................................................... 3-10 3.2.2 Scheduling & Route Optimization .................................................................................... 3-10 3.2.3 Real Time Dispatch Module .............................................................................................. 3-12 3.3 Mobile Data System ............................................................................................ 3-13 3.4 Amble – Mobile App for Paratransit .................................................................... 3-14 3.5 IVR Notification Module ...................................................................................... 3-15 3.6 Reports & Analysis .............................................................................................. 3-17 3.7 Mobility (Mobility On-Demand Platform) ........................................................... 3-19 4 Implementation Plan .................................................................................... 4-21 .............................................................................. 4-24 6 Pricing .......................................................................................................... 6-27 1-3 PROPOSAL routematch.com Routematch Software, Inc. is pleased to submit the enclosed proposal documents to Azusa Transit for a Transit Management System. Routematch is a U.S.-based provider of Intelligent Transportation Systems, delivering Transit Operations Technologies and Rider Engagement Solutions, ranging from CAD/AVL and Demand- Response software applications to Fare Collection and Mobility Management products, along with integrated peripheral hardware and mobile applications to complement the technology. Routematch is dedicated to the success of our clients and has been established around a philosophy of building state-of-the-art technology and professional services, while providing unparalleled customer support and maintenance. We conduct business as a partnership with our clients, working in tandem with them to provide the best solutions possible. We will always back our products with the best service and support in the industry. Routematch is the industry leader in creating paradigm shifting transit technology. Our entire organization is dedicated to maximizing value to our customers through the investment they make with us. Our philosophy has always been to build long term mutually beneficial partnerships with our clients through the thoughtful delivery of state of the art solutions that improve their capability to deliver the best possible rider experience safely in the most efficient way. After 550 successful Intelligent Transportation System deployments across North America, the results of increasing ridership while providing actual return on investment metrics have been staggering. This project will change how Azusa Transit delivers this important service to the public and Routematch will be there every step of the way. It’s not just about a transportation management system – it’s also about showcasing a service that will help define Azusa Transit’s image in the eyes of many people both internally and externally. It’s not just about a transportation management system – it’s also about expanding the relationship with a trusted partner that is over 18 years strong. And beyond that, it’s about deploying a system that will grow with Azusa Transit’s future. In order to maximize the results and benefits to Azusa Transit, Routematch is proposing a fully integrated paratransit, demand response and mobility on-demand solution. All of the proposed applications and modules are owned and maintained by Routematch. This solution further provides Azusa Transit a platform for scalability in future operations management. It also provides the passengers a single platform for all rider communication, using live and immediately-updated trip information and data from the core back-end system. Technology Routematch is proposing Routematch 6.0™, our web-based transportation management platform that enables transit operators to easily access and share route, schedule, trip, driver, vehicle, rider, and other mission critical data, thereby opening doors for greater coordination between all modes of transportation services. With everything developed on a single source code and presented via a single User Interface, transit systems gain efficient management of transit resources and greater cost savings. A host of technologies are built upon the platform, with the following included in this proposal: Cloud Services – Secure and Routematch-maintained Cloud Environment RM Demand – Paratransit & Demand Response Management Platform 1-4 PROPOSAL routematch.com o Includes Rider & Service Management, Trip Reservation and Schedule Optimization Tools and Real-time Dispatching IVR Notifications – IVR Night-before Reminders & Pre-Arrival Alerts Amble – Rider-facing Smartphone App and Web Portal for trip reservations, confirmation and cancelation RM Mobile – Ruggedized In-vehicle Mobile Data Terminal (MDT) for Dynamic Manifests, Messaging, Data Collection and Vehicle Tracking Mobility – Mobility On-Demand Platform o Innovative "On-Demand" platform, allowing Azusa Transit to create micro-targeted services to compliment traditional paratransit services, including feeder services, point-to -hub services and first-mile/last/mile solutions Implementation: Routematch has institutionalized a standard, proven implementation methodology that capitalizes on our collective experience with Go-Lives across the US. This internally-developed methodology, RIM (Routematch Implementation Methodology), has evolved through the hundreds of installations that we have completed. RIM takes into account the proper staffing to meet Azusa Transit’s timelines, and the proper procedures and documentation to ensure a successful implementation of our systems. RIM fundamentals include teamwork, structured client involvement, and discrete, linear stages with concrete deliverables. Each stage has clearly-defined goals, as well as designated roles and responsibilities for both Azusa Transit’s and Routematch’s project teams. Support & Maintenance Program: Routematch has included our Support & Maintenance Program in our proposal. Routematch is the single point of contact for all ITS software and third party equipment and includes all software updates and upgrades for the duration of the program, as well as hardware warranty. Routematch’s Customer Support Organization will be Azusa Transit’s single point of contact throughout the deployment and ongoing Support & Maintenance Program. Routematch provides 24x7 telephone, web and email support, fully capable of solving all software or hardware-related problems. Future of Transit Note that Routematch has included Mobility, an On-Demand platform, as part of our proposed technology. Routematch understands that this is not a required component requested by Azusa Transit, but nonetheless, feels that it is essential to any modern transportation ecosystem. Fixed- route, paratransit, NEMT, and HST are somewhat rigid provider terms born out of a service-oriented perspective of transit. “Mobility” represents a less compartmentalized, rider-centric concept foundational to individual freedom and dignity. Mobility is spontaneity of life. It is at the heart of inclusion, contribution, and opportunity within disparate communities. The rider-facing component of the Mobility solution is a mobile application or customer web portal that provides an Uber-like, MOD experience for riders—capable of aggregating all personalized mobility options and fixed route services for an individual rider that are sponsored, supported, subsidized, or otherwise facilitated by the transit agency. The underpinning of the Mobility solution is the back-office ability for agencies to create and connect multimodal touchpoints by mobility type to traditional services such as Fixed Route and Demand Response systems along with other first mile, last mile mobility on demand (MOD) services such as transportation network companies (TNCs), taxi providers, volunteer programs, car shares, etc. This opens the door for numerous service innovations and third - 1-5 PROPOSAL routematch.com party partnerships by agencies that are more reflective of the growing reality that mobility is a collaborative business in both urbanized and rural areas. To highlight Routematch’s commitment to Mobility On-Demand, and its conceptual need within the transit community, Routematch has included this platform at no additional cost to Azusa Transit. It can be implemented as part of the initial transit management system project or deployed at a later time. Either way, Azusa Transit can be confident that Routematch’s partnership can provide a path to create truly engaging and spontaneous transportation options. We are truly excited about the chance to partner with you on this important and strategic project and look forward to further discussing and presenting our solution to your project team. The principal Routematch contact for this proposal is Teague Kirkpatrick. Please contact me directly with any questions, concerns or next steps regarding our proposal. Regards, Teague Kirkpatrick Teague Kirkpatrick, Director of Sales - Routematch 303.997.1507 - teague.kirkpatrick@routematch.com 2-6 PROPOSAL routematch.com Our story began in 1999 and continues to this day – alongside the stories of over 550 transit partners across North America and Australia. Headquartered in Atlanta, we also have offices in Denver, Toronto, Dublin and Sydney. With a staff of over one hundred and fifty employees, Routematch is one of the largest providers of transit technology globally and the single fastest-growing U.S.-based providers of Intelligent Transportation Systems. All software coding and hosting resides in the United States, and all talent is hired in the United States. Routematch clearly understands the importance of experience, proper communication, and execution. This experience becomes even more important when integrating different types of technologies. Everywhere we live and work, our passion remains the same: improve the lives of transit riders everywhere, through innovative technology, tireless customer service, and an unbound sense of responsibility to the people who rely on transit to provide them mobility without limits. That particularly drives us to understand the unique challenges transit agencies encounter in providing true mobility, and how to ensure everyone is served, with an eye toward an individual ’s abilities instead of their disabilities. We keep that vision in mind with our suite of Transit Operations and Rider Engagement Solutions ranging from CAD/AVL and Demand-Response software applications to Fare Collection and Mobility Management products, along with integrated peripheral hardware and mobile applications to complement the technology. Routematch has been providing paratransit real-time scheduling and dispatching systems since the beginning. In fact, Routematch was the first software company in the public transit arena to utilize street network GIS information combined with network solving algorithms to solve scheduling and dispatching problems. We have continued to enhance our paratransit scheduling technology over our 18+ years to include the use of historical data, real-time traffic information, on-demand scheduling algorithms, continuous optimization algorithms, and profile based scheduling parameters. In 2008, Routematch began deploying fixed route technologies, tightly integrated with in-vehicle hardware peripherals (AVA’s, APC’s, etc.). In 2010, Routematch began deploying public- facing real-time Traveler Information Systems (smartphone apps, SMS texts, web portals, IVR, etc.). In 2014, Routematch began deploying transit asset management technologies, and in 2016, Routematch has begun deploying Automated Fare Collection technologies. Most recently, in 2018, Routematch began deploying "Mobility On-Demand" solutions, allowing agencies to build on- demand services to complement traditional paratransit and fixed route services. Throughout our history, each core technology suite has continued to receive significant investment in innovation as well as dedicated development resources aimed at performance and usability enhancements. All technologies are developed and coded with an open-architecture approach, and designed to facilitate and drive coordination, collaboration and community transformation. Our expertise in the industry provide the end to end solutions necessary to meet the ever-changing technology demands. With everything we do, we strive to achieve a collaborative culture that focuses on fulfilling our vision and carrying out our mission of developing the best technology to have the highest positive impact on communities around the world. We never fail to be inspired and filled with hope for tomorrow every time we visit a transit agency and talk to the people there, hearing their own stories of why they do the work they do, their reasons for wanting to serve their community. From small towns miles from the nearest interstate to bustling cities beneath a glistening skyline, a passion for people and the 2-7 PROPOSAL routematch.com dignity of a level playing field for us all is the common factor. We share that passion because we live it every day. We’re not just building software; we’re building a bridge to a world where transit is more than a word – it’s a mission. We believe the right technology and the people behind that approach can bridge whatever gaps may exist toward that goal and help us bring boundless mobility to every community. Routematch strongly believes our industry experience, proposed solution, and partnership approach make Routematch the best solution for Azusa Transit. This statement is driven by our commitments throughout this response and further by the points below: Experience: With over 550 transit management deployments Routematch has deployed more paratransit and demand response management systems than any other vendor in the industry. We have over 18 years of experience in the Intelligent Transportation System (ITS) arena and are focused on developing ITS technologies for the public transit industry. Project Approach: Routematch’s approach to strategic projects such as this follow a proven implementation methodology, but ultimately start with a clear understanding of the deliverables and goals of the project. The overall approach also covers multiple facets including: o Partnership Approach – Routematch has been built through partnership with our clients. Our growth is 100% reliant on their success. o Open Systems – Routematch is an open, non-proprietary solution that allows us to “talk” to other systems easily and develop integration modules that are supportable. o Single Vendor – Routematch develops and maintains all proposed technologies, and is the single point of contact throughout implementation and ongoing support Support & Maintenance Program: Providing a live 24/7, U.S.-based Support Staff, and includes all product upgrades and updates to protect your investment and ensure Azusa Transit is using cutting-edge technologies. Innovation: Routematch is bringing to the table an innovative approach to several areas of this project. Routematch is able to provide a unique enterprise solution that can manage all the Azusa Transit future operations. Fixed Route and Paratransit operations, while separate, can still work closely together. This can provide the foundation for a true centralized model multi modal approach. Routematch is the only vendor who can provide this potential advantageous approach. Routematch has worked very closely with each of our customers to clearly identify the needs and the best approach for implementing a solution to meet both their operating and strategic business requirements. Our customers range from small non-profits with 3 vehicles, to for-profit companies, to large urban conventional transit and custom transit operations with hundreds of vehicles, to regional coordination, one call / one click, and health and human service systems. In addition, as Routematch and our customers work together, our solution is continually improving. We are constantly offering new features and entirely new products that enhance the usability and value to transportation operations. We have no plans to stop our innovation and continue to believe that this will lead to ongoing and accelerated growth. With over 550 clients and a 98.6% customer retention rate, Routematch creates a long-lasting partnership with their clients. 3-8 PROPOSAL routematch.com 3.1 Paratransit Planning Tools 3.1.1 Customer Module The Customer Management Module is dedicated to tracking and maintaining all pertinent data for each rider. The Customer Management Module easily manages all of your customers’ transportation, demographic, eligibility, ADA, and related information. Easily search and find all customers within the database to quickly access data. It also allows you to easily access this data via standard and ad hoc reporting tools to build enterprise customer reporting tools. User- defined custom field forms allow organization to customize data management needs unique to your needs. Customer Profile and Preferences Address Management and Map Location Mobility Requirements, Assistance Needs, and Guest / Attendant Requirements Define Common Trips and Addresses for easy reservations Geocoded Address Information Funding and Program Eligibility ADA Certification (with Certification Module) Customer Suspensions Medical and Disability Information Special Needs and Assistance User-defined Custom Fields for specific customization to your data management requirements Detailed Audit Logs of all data modifications by user 3.1.2 Driver Management Routematch provides users with the ability to manage drivers’ schedules and availability within the “Driver Management” module. This module manages relevant information associated with each driver or volunteer driver, including general driver information, work schedule, emergency contact, license information, and other relevant data. Routematch also provides the ability to add additional driver information using our “Custom Field” capabilities. This allows agencies to capture variable information specific to its objectives, such as testing data, certifications, or training needs. 3-9 PROPOSAL routematch.com General driver information including address, phone, social, internal ID, license information, hire date, and termination date Driver capabilities and properties including user-defined properties associated with equipment training, drug and alcohol requirements, and other important data needed to properly manage your drivers Holiday availability Multiple labor shifts Driver/vehicle assignment Driver consideration and assignment recommendations Driver ranking and priorities based on user defined work rules and constraints 3.1.3 Vehicle Maintenance and Management Routematch Software incorporates a Vehicle Management component to manage each vehicle fleet or pool. The Routematch Vehicle Management component manages general vehicle information, as well as more advanced information necessary to perform automated scheduling and routing functions such as capacity, flip seat configuration, availability, and first in last out (FILO) requirements. General vehicle information including physical and cost information Route Color Preferences Vehicle capacity information. Vehicle availability information Vehicle operation and pullout costs Garage pullout and pull-in locations Vehicle Properties Vehicle custom fields Mobile Data Computer / AVL Assignment 3.1.4 Service Management The Services Module provides users with the capability of managing multiple programs and services operated by an agency. Vehicle pools or fleets can be assigned to a service to manage transportation services as individual systems, or can be integrated for improved coordination. Business rules and scheduling constraints can be applied to services to ensure the system adheres to customer service and contract requirements. This flexibility allows Routematch to support a multiple service delivery organization and integrate services more efficiently. Identify a set of rules for each service that an agency provides. Define vehicle pools that serve a particular service. Identify maximum trip times. Define pick-up and drop-off windows. Run service-specific performance reports. 3.1.5 Funding Source Management The Funding Source Module allows agencies to manage the details of how trips are funded. Each funding source can have multiple “billing rules”, rules that define the contract rates for transportation. These billing rules may be different based on the requirements of the funding source (i.e., Medicaid Wheelchairs = $14 per trip, Medicaid Ambulatory = $10 per trip). Each customer for each trip has a billing target that will pay for the transportation (i.e., Farebox, Medicaid, etc.) 3-10 PROPOSAL routematch.com Manage all funding sources, contracts, and programs that require an eligibility process. Maintain contract begin and end dates Maintain contract business rules, such as bill attendant, bill guests, and bill no-shows. Integrate seamlessly into the Routematch Billing Engine to determine accurately calculate trip costs. Manage primary contact information for program and contract. Manage mailing address for invoice delivery. Manage data associated with the contracts eligibility requirements. 3.2 Daily Operations 3.2.1 Trips/Reservations Routematch Software streamlines the transportation reservation process quickly and easily through the Trips Module. Users can quickly search for customers and reservations. Customers’ trips can then be viewed in the “Trips” window. At this point, any trip can be modified or deleted. Buttons on this form, such as “New Trip” and “Reverse Trip,” speed up the data entry function of the reservation. Once vital trip information is collected, reservationists can schedule the trip online using computer-assisted technology. Integrate the Routematch Self Service Phone and Web Modules to allow customers to access reservations themselves to confirm, cancel, or create reservations over the phone or website. Streamlined Reservation System quickly collect accurate reservation information for enhanced scheduling and reporting purposes Multi-faceted origination/destination selection capabilities with automated trip distance and payment calculation Address type (e.g. hospital, employer, dentist, clinic, home, etc.) Quickly select trip history or common destinations for easy reservations Alert engine to notify reservationists of invalid, conditional eligibilities or trip restrictions with supervisory override Pickup and/or Drop-off times and acceptable windows Default Customer data, including Mobility Type and Load/Unload times Trip Demographic Information Detailed Trip Audit of all events, actions, and modifications to trips Computer Assisted Scheduling Tools for real time and online scheduling GIS Trip Map Viewer Customer Fare Calculations 3.2.2 Scheduling & Route Optimization The Scheduling Module provides the foundation for route and schedule planning. Schedulers utilize this module to organize both routes and schedules for future dates by leveraging both the Routematch Scheduling Engine (RSE™). The Scheduling Module also provides what-if planning tools to analyze the results and statistics associated with the planned schedule. Routematch 6.0 incorporates a schedule and route optimization engine, Routematch Scheduling Engine™ (RSE™), to automatically generate the most efficient, realistic schedules and routes. This 3-11 PROPOSAL routematch.com allows our users to enhance their internal routing and scheduling processes. RSE™ was built exclusively for the demand response transit industry by Routematch personnel. We exclusively own the technology and continue to build enhancements to the technology. The scheduling and routing technology is built using RSE™ on advanced technologies to automate, assist, and optimize our client’s trip request business processes to produce unparalleled results. RSE™ is a GIS-based scheduling and routing algorithm that provides the most accurate, efficient solution for computer-automated scheduling, routing, and optimization. Computer-Assisted Scheduling Routematch Software incorporates the computer-assisted and online scheduling functions within the Trips, Schedule, and Dispatch Modules using our advanced Routematch Scheduling Engine solution. RSE™ can assist users with trip assignments while maintaining intelligent awareness of certain limitations, such as vehicle capacity, allowable mobility types, and service restrictions. By double clicking on an unscheduled trip, the dispatcher can activate a “Recommendations” form that will assist the user in his decision-making and provide recommendations that are ordered from most efficient to least. The dispatcher can then decide which vehicle to place the customer on, based on knowledge of the service and human issues which are always involved in public transportation. Fully Automated Scheduling Routematch utilizes advanced mathematics and GIS to create vehicle schedules, stop itineraries, and vehicle routes. This combination of RSE™ and GIS produces “Business Optimization.” Business optimization is the key to the success of our technology. We can drastically reduce operating costs for a transit agency through more efficient schedules and routes. Schedules and vehicle routes are created based on GIS, therefore, vehicle assignments and routes can actually be modeled much more closely than any other traditional methods. Using GIS in our scheduling and routing algorithms, maps, driving directions, and trip distances can actually be computed in the software package. RSE™ provides a robust, automated scheduling and routing solution for the automation and optimization of your scheduling process. Unlike the traditional “triangulation” method, which plots two points on a map and draws a straight line between them with a “fudge factor” to calculate travel 3-12 PROPOSAL routematch.com times, Routematch’s advanced scheduling and routing algorithm uses real-world street conditions (i.e. speed limits, congestion, one way streets, etc.) to calculate very accurate, efficient schedules and routes using Geographic Information System (GIS) street data. The ultimate result of our RSE automation and optimization tools are: Minimized drive times and distances, typically resulting in a 15 - 20% reduction in vehicle miles traveled per vehicle per day Minimized operating costs Minimized unproductive time Maximized usage of vehicles while meeting schedules and time windows Increased customer service and transit service area 3.2.3 Real Time Dispatch Module Routematch Software’s dispatching module is specifically designed to allow dispatchers quick access to schedule, trip, and customer information in order to improve daily operational decision-making. The component is very flexible; dispatchers can create and design “Data Views” that are specific to their dispatch needs. This allows each dispatcher to have a custom screen that specifically meets the type and mode of dispatch they use. Make last-minute changes to routes and schedules Manage no-shows, cancellations, and trip status Enter trip information such as odometer readings, stop times, driver comments, customer comments, etc. Quickly access information about daily operations Use “Map View” for easy navigation and spatial analysis Create unlimited Dispatch Views to create dispatch systems specifically for your operations and services Estimated Times of Arrivals are predicted based on stop times and route performance Filter and format views to highlight key dispatch issues Seamlessly integrates into mobile data systems for real-time automated dispatching of paratransit, fixed- route, and deviated fixed-route modes Easily manage and assign will calls using Computer Assisted Scheduling 3-13 PROPOSAL routematch.com 3.3 Mobile Data System The Routematch Mobile Data System supports multiple mobile data devices (MDD) and wireless communication protocols, combining best-of-breed hardware and software components to meet each agency’s unique requirements. Based on business requirements and budget, Routematch will tailor your mobile data environment to specifically meet your unique challenges. Routematch is proposing a ruggedized Android-based tablet computer as a driver interface device. This crisp and flexible device models the workflow for drivers, providing a single sign on to multiple peripherals and electronic manifest as well as other features like, turn-by-turn voice annunciated directions, automated odometer / mileage collection, fare collection, passenger counting, ETA to next stop, and a mailbox for electronic communication with dispatch. The device will be installed within comfortable reach of the driver and will be securely mounted to the interior as to not obstruct the driver or interfere with other on board equipment. Onboard Operator Interface The mobile device serves as point of interface for the driver and manages and streamlines the driver experience and automates data communications between the driver and dispatch. Our internally-developed Android-based software application resides on the MDD, and models the workflow for drivers, providing a single sign on to multiple peripherals and electronic manifest as well as other features like, turn-by-turn voice annunciated directions, automated odometer / mileage collection, fare collection, passenger counting, ETA to next stop, and a mailbox for electronic communication with dispatch. Demand Response Key Features Automatic Vehicle Location Mobile Data Communications Navigation – Google or Offline, Static Maps Arrive/No Show/Depart Two Way Messaging Real-time manifest modifications – add, delete, change trips Group Arrive Fare Collection Real-time Data Collection (i.e. Trip Status, Odometer Readings and Time Stamps) Customizable Prompts Vehicle in Motion Blocker for Increased Safety 3-14 PROPOSAL routematch.com Mounting Infrastructure Routematch Software is proposing Hint Peripherals for locking metal mounts on the tablet. Hint Peripherals specialize in the design and manufacturing of high performance mounting systems and electronic accessories for mobile equipment. Their products are designed using the best materials required to operate in extreme mobile environments. With their 20 years of experience, the right procedures are selected to produce heavy duty equipment that will stand the test of time. All mounts will be keyed in the same pattern to provide enhanced security and ease of use. 3.4 Amble – Mobile App for Paratransit Rider engagement is the future of all forms of passenger transportation and providing riders with the individualized information they want through the media they prefer. The riders of today and tomorrow are interested in accessing their trip information from anywhere. Amblicab can provide a stronger connection with their riders through mobile applications. Imagine riders being able to access vehicle location and ETA predictions from their smartphone? A Rider receiving the entire trip itinerary in real time at a click of a button? The possibilities are endless and the future of transportation is leveraging technology to further engage riders. The Mobile App for Paratransit allows new and existing customers to access a secure smartphone app for riders to book and manage their rides. The app lets riders register, book, confirm, or cancel reservations via an intuitive smartphone app interface, update their personal and account preferences, reserve and request transportation, and receive trip notifications. Once the required fields have been completed, the customer can send the order to the scheduling server. The system will return with a solution found within the default negotiation window defined by department policy. This creates instant, compliant feedback to inform the client if the trip has been approved or denied that is consistent with the response that would have been received over the phone from a CSR. 3-15 PROPOSAL routematch.com Once trip requests are submitted via the smartphone, Schedulers are immediately notified of the pending request and can approve, deny or modify trips to match business rules. The app is fully integrated into the Routematch scheduling and dispatching technologies so bookings and cancellations are automatically communicated and changes can be optimized and assigned to schedules. Additionally, the rider will be able to see their current and future reserved trips, a history of their rides and account, as well receive “where’s my ride” and estimated time of arrival information. This will not only allow the system to capture all the necessary rider information and parameters in an automated fashion but will increase customer satisfaction and on-time performance while reducing “where’s my ride” calls and no shows. Included with the Mobile App for Paratransit is a fully- secure Online Web Portal, providing all the functionality described above. This added benefit allows riders without a smartphone to have the same real-time opportunities to book, cancel and confirm trips, as well as receiving real-time trip notifications. 3.5 IVR Notification Module Routematch is proposing its Outbound Notification Module that provides automates the dissemination of passenger and trip information without the need for additional computer infrastructure, additional third party software, or integration into the physical phone system. Specifically, the Notification Module automates day before, day of, and real time phone calls to riders. Messages can be customized and may include information such as but not limited to: providing the rider the ability to confirm / cancel, update real time arrival, excessive late trip information, inclement weather, emergency evacuation preparations, and volunteer coordination. Overall this module uses a flexible, customizable approach to manage proactive, agency initiated messages to riders about trips or general service updates. The technology uses multiple methods for communication which can be customized to each rider according to their communication preferences: Phone, Email or SMS (Text), or Fax. In addition, Routematch stores multiple phone numbers and email address so that, with prior authorization, notifications can be sent to interested family members or care givers about a passenger’s trip. Key Features Message Lists: The Notification module allows agencies to develop custom client lists based on customer and trip related factors and associate the lists with specific messages. The result is a targeted message to a targeted group of riders. Message Content: The Notification Module provides canned and User-Define message creation capabilities. Message Scheduling: The Notification Module allows for messages to be pre-scheduled, start on a date / time, end on a date / time, recur daily, weekly, or monthly. Message Monitoring: The Notification Module also provides a console to track the status of message campaigns, determine which messages were delivered or not and run management reports. 3-16 PROPOSAL routematch.com Benefits Improve customer service and customer satisfaction Create a proactive transportation environment without additional staff Reduce no shows therefore reducing operating cost Maximize the service usage by reducing no shows Improve on time performance by proactively providing estimated arrival time to clients Automate general information updates to ridership (ex. emergency evacuation, inclement weather, closings) The Routematch Notification Module interacts with phone systems and email exchange servers to provide your customers with trip confirmation notification and real time arrival notices. Transit systems can configure the system to deliver automated call-backs to customers to remind them of schedules, service issues, or reminders. If combined with your AVL system, consumers can access the phone for real-time “where’s my ride” information. Routematch developed the Notification Module for a flexible, targeted technology solution to initiate contact with riders. The Routematch Notification Module uses a flexible, customizable approach to manage proactive, agency initiated messages to riders about trips or general service updates. The technology uses four (4) methods for communication which can be customized to each rider according to their communication preferences: Phone, Email, SMS (Text), or Fax. In addition, RouteMatch stores multiple phone numbers and email address so that, with prior authorization, notifications can be sent to interested family members or care givers about a passenger’s trip. Key Features Notification Groups: The Notification module is used to create “Notification Groups” that allow you to schedule and send your notifications based on the options you have set for each recipient. When you set up a group, you have the ability to use a Criteria Editor to build criteria that RouteMatch TS uses to choose which recipients the notification is sent to. The message itself is template-based and uses a combination of entered text and tags that populate the message from data from the RouteMatch database. After messages are configured, use the Monitor Notification tab to view which messages have been sent and which are scheduled to go out. Notification Delivery Categories: These categories are configured in the Notification Options of the Settings module and are the basis of how customers and addresses are configured to receive messages. These categories are entered as free text and have no further settings. All other configuration is done through the other parts of the notification process. When creating the category, you should plan how the notifications are going to be used and for what reason you are going to be contacting your clients. For example, you could configure a category called ―Flood Gate‖ to send a message to all active clients and addresses, or you could create a ―Trip Based‖ category to determine how customers would need to be notified about their upcoming trips. Configuring Recipients: It is important to remember that by default, no customers or addresses are configured to receive notifications. Each customer or address that has opted-in has to be configured before any notifications are sent to them. You can have messages sent to individual customers if they handle their own transit requests or you can have messages sent to addresses to notify doctor’s offices, group homes, or anyone else who may handle transit request or pickup or dropoff destinations. 3-17 PROPOSAL routematch.com Creating Messages: Use the Notification module to craft the message, the message schedule, and the message criteria that identifies who the message should be sent to. Messages can be sent ―on demand‖, according to a calendar, or on a recurring basis. They can also be sent ―as needed‖ when the message pertains to a trip. Scheduling Messages: There are two ways of thinking about recurring scheduled messages. For customers and addresses, this is how often a single message is sent to that entity. You should be careful to not send too many messages as this could frustrate the customer and could cost them money in terms of data and message charges from their mobile carrier. The message criteria is fairly loose for these message types, so they system sends your message to everyone that matches the criteria you set up. In terms of recurring trip messages, the system doesn‘t send the message each time the criteria are met. Instead, the message is queued and sent only once for the criteria you configure. The schedule you are setting up is how often RouteMatch TS checks to see if a message should be sent about the trips. Testing Notifications: The Notification module allows you to send a test message to a single recipient to make sure what you are sending to your clients is what you expect to send. Monitoring Notifications: The Monitor Notifications tab lists all notification messages that have been sent or are in the message queue during a given date range. 3.6 Reports & Analysis Routematch Software integrates state-of-the-art reporting and data analysis tools in all of our products. Routematch provides over fifty standard reports covering major operational and planning areas Routematch utilizes flexible user-driven front ends to customize and configure each standard report. The Routematch Ad Hoc Report Wizard is also included. This easy to use wizard provides a step-by-step approach to building and editing any report. Due to the open nature of Routematch ’s architecture and open database, all standard, customized, and ad hoc reports are exportable into any ODBC-compliant program (i.e., MS Access, MS Excel). For the purposes of merging reports with other data not captured in the Routematch system, our export functionality provides the ultimate flexibility in owning, manipulating, and understanding data that the agency maintains. The Settings Module allows system administrators to define reporting rules and calculations, as well as assign user permissions to users within the organization. Major Reporting Areas include: Manifests Mobile Management Operational Productivity Invoices Notifications User Defined 3-18 PROPOSAL routematch.com Standard Reports are written and maintained by Routematch for all clients. Routematch is installed with a number of standard reports that give you the ability to view the data the application gathers during normal operation. The reports cannot be modified or customized, but many of the reports can be tailored to suite your needs through the Selection Criteria tab user interface. Standard Report Front-end Options: Routematch Standard Reports provide flexible and configurable front-end options. These Selection Criteria allow reports to be tailored to meet agency-specific requirements. Importing & Exporting Reports: Due to Routematch’s open architecture nature, providers are able to import reports using .rpt files, and export reports to numerous common formats. Ad-hoc Report Generator: Routematch Software incorporates a wizard-driven, ad hoc report generator that makes building custom reports very simple. Users can simply select the type of report, the information they would like to see, and how it should be filtered, sorted, and titled. The report can then be saved as a public or private report for future use. This feature allows users to build an unlimited number of reports with no assistance or additional fees to Routematch. In addition, any custom fields that are utilized to capture information not inherently captured in the solution are accessible for reporting purposes through the ad hoc report generator. 3-19 PROPOSAL routematch.com 3.7 Mobility (Mobility On-Demand Platform) The public transit landscape is rapidly changing on many fronts, requiring a shift in the way we approach and view transportation. As the population continues to grow, so will the expectations around transit. The focus of public transit is becoming more centered around engaging the rider, rather than promoting the service, with an aim to provide real-time information, shared-use mobility options, and payment flexibility. With higher expectations from today’s riders, transit providers must embrace the future direction of transportation and adopt technologies that will help meet expectations. To remain competitive, transit agencies are turning to mobile applications to ease trip planning and enhance the experience for modern-day riders. The public transit landscape is rapidly changing on many fronts, requiring a shift in the way we approach and view transportation. As the population continues to grow, so will the expectations around transit. The focus of public transit is becoming more centered around engaging the rider, rather than promoting the service, with an aim to provide real-time information, shared-use mobility options, and payment flexibility. With higher expectations from today’s riders, transit providers must embrace the future direction of transportation and adopt technologies that will help meet expectations. To remain competitive, transit agencies are turning to mobile applications to ease trip planning and enhance the experience for modern-day riders. Routematch has invested significantly in a new, parallel technology platform for transit agencies and their stakeholders. An understanding of and engagement with riders makes up the foundation of this new platform which is designed to facilitate progress from merely providing a service to proactively staging transformational experiences for riders. With Routematch’s Mobility Platform, transit agencies can offer their customers an efficient and reliable travel experience through a single, comprehensive mobile application. The Routematch’s Mobility Platform is a suite of integrated solutions that facilitate a rider-centric approach to providing a personalized, multimodal service: On-Demand Service: The On-Demand Service tool provides a series of components that enable your riders to access your service throughout the region based on service zones that you build. Riders leverage mobile technology to coordinate travel through an autonomous dispatch system that connects them with tablet equipped vehicles. Multimodal Trip Planning and Booking: Trips are coordinated with the On-Demand service with the conventional transit schedules to provide riders with a seamless travel experience. Agencies can utilize the technology to provide riders with a multimodal trip planning tool that has the simplicity and efficiency of one mobile interface. Single-Fare Payment System: A single-fare payment option allows for a seamless payment experience and enhances the connectivity between public and private transportation providers, helping to mitigate congestion and encourage shared-use mobility practices. Single payment can be used for all modes of the same travel itinerary, from fixed route fares to ridesharing service fares. Real-Time Traveler Information and Communication: Riders can remain current on the arrival time of their vehicle and automatically be notified of vehicle arrivals and delays using real-time data. Riders can follow the exact location of their vehicle through a dynamic map and track its position in relation to the pick-up point, helping to address any perceived wait times. Customer Loyalty Program (Future Development): Designed to encourage rider engagement around community contribution, the Loyalty solution provides feedback, status, and rewards based on riders’ mobility behaviors. The impact of each rider’s mobility 3-20 PROPOSAL routematch.com choices is measured through elements such as healthier lifestyle, social sharing, energy conservation, and social responsibility. The Mobility Platform and its suite of solutions enables riders to receive real-time travel information, utilize an optimized trip planning service, and optionally purchase fares for all modes of travel. As a result, the platform will ease the first-mile, last-mile challenge facing public transit riders today and allow them to complete their trip seamlessly from their point of origin to their destination. In addition to convenience and ease-of-use, riders can create personalized accounts that are suitable to their needs within the account profile settings, including accessibility features for people with disabilities. Riders can create specific travel itineraries based on travel time, mobility preferences, and proximity to transit options. All solutions within the Mobility Platform are web-based applications and share a common database, which is leveraged across the suite. The solutions in the suite are standalone but work together and can be scaled out or added over time as the agency grows or wants to expand its capabilities. Agency Benefits Increased ridership through more personalized on-demand services Improved services to match demand Increased insight of rider behaviors and preferences Coordination of drop-offs to real-time train performance for a seamless service Reduced fare collection and associated infrastructure costs (with optional payments solution) Rider Benefits Convenient and easy-to -use One mobile application On-demand and intermodal trip-planning for all mobility types Decreased wait-times 4-21 PROPOSAL routematch.com The ultimate success of any transit system implementation project is highly dependent on how you begin. That's why every Routematch implementation starts with our tested and proven Routematch Implementation Methodology (RIM), a system of best practices and processes that ensures a smooth and successful deployment of our industry-leading transit solutions and rapid delivery of return on investment (ROI) for our customers. The Professional Services Organization (PSO) has institutionalized a standard proven pragmatic and adaptable implementation methodology that capitalizes on our collective experience with Go Lives at over 600 locations across the USA. This internally developed methodology RIM (Routematch Implementation Methodology), has evolved through the hundreds of installations that we have completed. RIM takes into account the proper staffing to meet the client’s timelines and the proper procedures and documentation results in a successful implementation of our systems. RIM fundamentals include teamwork, structured client involvement, discrete, flexible stages with concrete deliverables. Specifically, RIM adds value to a project by: Institutionalizing best practices refined through over 600 client implementations Defining guidelines for setting roles and responsibilities of both client and project team Providing a road map to assist in scheduling and resource planning, Standardizing methods in order to assure accuracy and consistency, Implementing a systematic, proactive approach to project management, Flexibility to that enables our staff to tailor the stages and focus energy, time, and expertise where they are most needed, Increasing visibility to critical path items and key milestones, and Integrating feedback loops/reviews into the implementation process to drive organizational learning Ensuring successful communications with client’s project team The below outlines Routematch’s approach and the associated services for providing and installing the Transit Management System for Azusa Transit. This approach is built around the 4 core teams of Routematch’s PSO Department: Project Management Office – provides project management and design expertise Technical Services – provided engineering and installation expertise Educational Services – provide expertise in adult education of complex transit systems Installation Services – provide expertise in choice and installation of all hardware An implementation team will be assigned from our experienced PSO team which has over 30 employees dedicated to the implementation of our products, with experience ranging from 3 years to 15+ years in implementations. Our PSO group consists of project managers, business consultants, training consultants and technical personnel devoted to assisting customers in all phases of RIM by: 4-22 PROPOSAL routematch.com Defining guidelines for roles and responsibilities Developing a roadmap for scheduling and resource planning Creating weekly feedback loops and reviews Implementing a systematic, proactive project plan Training your staff on the base system as early as possible Each phase of RIM includes a set of deliverables, which is provided to Azusa Transit, and requires approval before the phase is fully completed. Azusa Transit is provided with bi-weekly project status reports, including detailed attention paid to issues, risks and key action items. To encourage collaboration and reduce the dependency on Routematch Software’ resources, RIM requires significant client involvement during the implementation process to help meet the complete installation. The stages and components of the Routematch RIM approach include: RIM Approach Description Phase 0: Initiation A structured transition from contract award to project kickoff. During this phase Routematch and Azusa Transit will work together to address any changes prior to implementation. Tasks: Contract initiation, project kickoff, end to end project plan (scope, deliverables, budget, timeline, risks, issues and resource requirements) Phase 1: Design Determines the details required to implement Routematch Software’s solutions in Azusa Transit’s environment. Tasks: Operations assessment, technical assessment, critical success factors, functional design, detail design, review Azusa Transit’s System, Create Migration plan, etc. Phase 2: Build Software and hardware install, configuration, and Vendor Assembly Testing: prepares the project teams for operation in Azusa Transit’s environment. Import data from previous software to Routematch Demand Application. Tasks: System configuration and vendor assembly testing, development and user training, install Routematch, perform initial data import, etc. Phase 3: Educate End to End system overviews ensures knowledge share of the updated operational inputs and outputs including end user training in district levels of training. Tasks: Execute tailored training, end to end systems overview, pre-go live, and conversion activities and risk assessment. Phase 4: Deployment Integration, regression and user acceptance testing; confirms the solutions ability to execute a production environment in Azusa Transit’s current IT environment. Integrates the system and operations in a production environment. Includes Go Live. Tasks: Phased approach – UAT, pilot, burn in, acceptance, and warranty. Preform final Data Import, parallel test of Routematch and Azusa Transit. 4-23 PROPOSAL routematch.com Phase 5: System Acceptance Happens once the client is fully operational and ready for transition to customer support. Transition to Routematch’s Customer Support Organization (CSO). Tasks: Project Closure, transition to customer support. Project Management Occurs throughout all phases to ensure project goals, objectives, timeline and budget are being met and communications are clearly executed. Account Management Ensures customer satisfaction is maintained over course and entire project, and the transition into Routematch’s Customer Support Organization (software maintenance) is successful through meeting all project objectives. 4-24 PROPOSAL routematch.com Routematch offers post-implementation support through its Client Services Operation department. This department includes 30 consultants and IT professionals working in the following divisions: Tier 1: Tier 1 staff consists of IT and/or Transit professionals with 1 – 2 years prior experience. They are the “front line” contact point for all Customer Support needs. They man our telephone and email case queues and provide training, configuration services, technical assistance, and case processing. Tier 1 staff is responsible for tracking all cases and communicating efforts, resolution plans, and timelines to our customers. Tier 2: Tier 2 staff are IT and/or Transit Professionals with at least 3 years of prior experience who have specific skill sets tied to more complex matters such as database management, report writing, scheduling engines, real time arrival, transit operations, and billing. Tier 2 staff receives cases from the Tier 1 team and work with customers to resolve issues. Tier 2 staff also works directly with software developers and our Product Management team to process and handle matters. Educational Services: Educational Service staff members are training professionals with at least 3 years experience in IT or Transit. These professionals are experts in the use of Routematch and are trained to identify training needs, develop training programs; and to deliver both individual and classroom based training. The Educational Services division provides training “on demand” for more complex issues and otherwise creates and delivers specific training curriculums as requested and needed as well as routine, general Training Webinars for the general customer population to attend. Upgrade Services: Upgrade Services consists of former Implementation Consultants and Tier 2 support staff who are tasked specifically with delivering upgrades to current clients. Their expertise and efforts include version configurations, data and report migrations, training, operations assessments, and hardware configuration. The upgrade services team is also trained in project management so as to insure seamless transitions to new versions. Transit ITS Consulting: Routematch has a team of senior Customer Support Representatives and former Implementation Consultants who are tasked with providing on-going, post implementation consulting services. These services include operations assessments; specific and detailed training on complex software functions such as automated scheduling and billing, and reporting, as well as overall complex account management. Their efforts include weekly project status meetings, issue log reporting, and on-site visits when needed. It also includes carrying out our "Routematch-In-the- Field™ program where we travel to certain locations central to our clients and provide face- to -face customer support and consultation. Accessing Support Customers are able to report issues by phone, email, or website. Phone: We offer toll free phone access which feeds into a call-center staffed from 24/7/365. Two “On-call” staff members are then connected to the phone system after regular business hours and handle all calls from 8:00PM until 6:00AM. Email: Customers are also provided with the option to contact Customer Support through a general email address support@routematch.com. All members of the Customer Support Team receive these emails and are available for support. Tier 1 staff members are primarily responsible for handling these emails and the “on-call” staff are required to ensure the emails are handled in a timely manner. 4-25 PROPOSAL routematch.com Website: Routematch provides a “customers only” web portal which provides Customers with access to the status of their current cases. It also allows them to “log” an issue which is sent to the Tier 1 Customer Support team for processing. Response Time Routematch Customer Support Representatives are required to respond to all issues logged within in two (2) hours. The average response time is less than 15 minutes. All cases are “triaged” based upon the urgency of the issue and severe cases are handled immediately. The prioritization and ultimate response time is determined by a Business Process Impact (BPI) assessment performed as the time a case is communicated to the team. All types of cases are responded to using commercially reasonable and dictated response times based upon the severity rating. The team is properly staffed so as to avoid any issue taking more than 2 hours for a response. Modifications, Upgrades & Enhancements Routematch maintains its software primarily through Upgrades and Updates. On occasion, we will deliver important or urgent items through “Hot Fixes” or database script releases. Each is implemented by or with the assistance of a qualified Routematch staff member and can be delivered remotely, “on-line”. Each type of release is defined as follows: Upgrade: means and refers to major changes or to a new release of the software, including any new major release of the Software. Upgrades to the software are normally indicated by incremental numeric changes as “1" whole units (i.e. release 1.0 to 2.0). Update: refers to fixes and minor changes to the software, which are indicated by internal, incremental numeric changes smaller than “1" unit (i.e. release 1.1 to 1.2). Hotfix: refers to specific minor changes to a specific aspect of the software which are indicated by incremental letter changes at the end of the version number (i.e. release 1.1a to 1.1b). Policy for Providing Releases All Upgrade, Updates, and Hotfixes are provided free of charge as they are made Generally Available. Documentation Updates Routematch produces new versions of its training and user manuals with all new versions (Upgrades). All Updates and Hot-fixes are documented in release notes and are provided as supplements to the manuals. All manuals are delivered in hardcopy and within the software through an “On-line” help file. They are made available through the Customer Support portal on the Routematch website and are delivered to individual agencies and users as requested. Data Ownership All data managed within the Routematch System is stored indefinitely, allowing for extensive reporting and analysis with the Reporting Module, and all data is owned solely by the agency. Client Web Portal My.Routematch.com is a client-only web portal connecting our users and staff, expanding on the Routematch Experience. Features of this portal include: 4-26 PROPOSAL routematch.com Learning: My Routematch Learning is a section devoted to providing you specific and uniquely segmented data based on different categorizations. It is currently divided in two categories, by Module and by Tool Type Support Desk: Manage all Support-related items. Available sections include: Documentation, Contact Support, Meet the Team, View support Cases, Upgrades, Schedule of Charges and Terms and Conditions. Events: This section of My.Routematch contains links to our live and recorded events that are available to Routematch clients. We also use this section to deliver content and information that was presented during our live events. Community: As My.Routematch grows, we will continue to add new features and information in our Community section. This is where you will be able to ask questions to other Routematch users, and to share your experience with the Routematch community as a whole. 6-27 PROPOSAL routematch.com Software Licenses Product Quantity Fees RM Demand - User Licensing Licensed for 8 Vehicles $4,500 RM Demand - Vehicle Licensing Licensed for 8 Vehicles $3,330 RM Mobile - Vehicle Licensing (Tablet Solution) Licensed for 8 Vehicles $5,400 Notification Module (IVR Call-outs) Site License $5,400 Amble (Rider-facing App & Portal) Site License $10,000 Mobility (On-Demand Solution) Site License Included Subtotal $28,630 Professional Services Product Hours Fees Project Management 80 Hours $5,720 Initiate 6 Hours $429 Design 60 Hours $4,290 Build 80 Hours $5,720 Educate 32 Hours $2,288 Deployment 40 Hours $2,860 System Acceptance 4 Hours $286 Travel 4 Trips (Services & Installation) $4,800 Hardware Installation (MDC Driver Device) 8 Vehicles $960 Subtotal $27,353 Third Party Hardware Product Quantity Fees Mobile Data Terminal Bundle (Driver Device & Mount) 6 Each $4,170 Spare Mounting Unit 2 Each $670 GIS Mapping Data Unlimited $360 Sygic Navigation System 6 Each $498 Subtotal $5,698 Annual Fees Annual Cloud Hosting Fees (Year 1) 2 Concurrent Users $2,400 Annual 50 MB Verizon Wireless Data Plan 6 Each $1,080 Subtotal $3,480 Year 1 Total $65,161 Ongoing Annual Fees Year 2 - Beginning Year 2 Fees Annual Support & Maintenance $6,568 Annual Cloud Hosting Fees $2,400 Annual 50MB Verizon Wireless Data Plan $1,080