ONE: LETTER OF TRANSMITTAL

TWO: QUALIFICATIONS Team Profile .............................................3 Project Experience ..................................5

THREE: KEY PERSONNEL AND ORGANIZATIONAL CHART

Team Organization ...............................11 Team Organizational Chat .................12 Operations Organizational Chart .....12 Key Personnel .........................................13 FOUR: REFERENCES References .............................................23 FIVE: STATEMENT OF PROJECT INTENT

Statement of Project Intent ................. 24

SIX: FINANCIAL STABILITY STATEMENTFinancial Stability Statements ........... 25

SEVEN: SYSTEM EQUIPMENT AND PLANSTable A: Stations .................................. 30Table B: Bicycles ................................... 42Table C: Terminal ................................. 47Table D: Docks ...................................... 50Table E: Technology & Website ........ 51

EIGHT: INTEROPERABILITY VISION/WESTSIDE CITIES COUNCIL OF GOVERNMENTS ADDENDUMTable F: Interoperability Vision/ Westside Cities Council ofGovernments Addendum .................... 57

NINE: SYSTEM PLANNING STATEMENTTable G: Systems Planning ................. 60

TEN: COST PROPOSALCost Proposal ........................................ 64

ELEVEN: SERVICE LEVEL AGREEMENTSService Level Agreements .................. 69Performance Indicator Table ............. 70

TWELVE: TIMELINE FROM AWARD DATE

Milestone Table .................................... 73Gantt Chart ............................................74

THIRTEEN: RESPONSE TO REQUIRED QUESTIONSResponse to Required Questions .......77

1 TABLE OF CONTENTS

FOURTEEN: REQUIRED FORMSOaks Initiative Disclosure Form ......... 84Living Wage Ordinance Certification ........................................... 85Equal Employment Opportunity Certification ................... 86Debarment and Suspension Certification ........................................... 87Nonlobbying Certification for Federal-Aid Contracts ......................... 88Bidder’s List of Subcontractors........... 89Bidder Information Sheets .................. 90Noncollusion Affidavit ......................... 95Public Contract Code Section 10285.1 ........................ 96Public Contract Code Section 10162 Questionnaire ............ 97Public Contract CodeSection 10232 Statement ................... 98DBE Statement ...................................... 99Agreement to Terms and Conditions .......................... 99Personnel & Benefits Information ....100Addendum #1 .....................................103Addendum #2 ....................................104Addendum #3 ....................................106

snowstorms. We have undertaken all aspects of operating bike share on many scales and in different communities, from sponsorship to marketing to customer service, system planning, rebalancing, station maintenance, bike maintenance, emergency response, coordinating with dozens of different agencies.

B-cycle is the ideal equipment for this important project because it is a strong, proven, long-lasting product with 1.7 million trips taken a low rate of theft and vandalism, proven backend software that works reliably, and a team of hard-working people who live by the premise of under promising and over delivering. B-cycle is principally owned by Trek Bicycles, a large stable company committed to cycling and to spreading bike share around the world.

Bicycle Transit Systems is the submitting organization. The person authorized to contractually obligate the organization, negotiate the contract on behalf of the organization and should be contacted for clarification is:

Alison Cohen, President and CEOPhone: +1.617.548.8812 (no fax number)Email: acohen@bicycletransit.com

We acknowledge receipt of all amendments to the RFP, and look forward to discussing this exciting project with you. Thank you for your consideration of our team.

Sincerely,

Alison M. Cohen, President and CEOBicycle Transit Systems, Inc.

6

a troubleshooting checklist with the caller. If the issue cannot be resolved, then the CSR works with the caller to change bikes or dispatch a technician to the caller’s location to repair the bike.

Denver B-cycle Public Bike Sharing System Denver, CODenver B-cycle launched in April 2010 as the first large-scale bike share system in the U.S.A. While

and retail sectors, to identify a list of potential station sites. From there, B-cycle worked with city officials to develop and submit final site plans and permits prior to installing the system. B-cycle oversaw all aspects of site preparation, and contracted directly with a private contractor to pour concrete slabs and tie into the electrical power grid. With B-cycle’s modular station system, it was easy to adjust size and layout specifically for each location. Operationally, B-cycle developed key goals, an operating structure, and a sustainable financial model to adhere to. B-cycle was also responsible for the creation of the brand, marketing and outreach plan. B-cycle developed the Madison B-cycle brand image. B-cycle also developed a plan for promoting the system through the launch process and on an ongoing basis. Around the launch, this included the development of the front website, social media engagement, events, and a membership drive. On an ongoing basis, the marketing plan includes events, PR outreach, ongoing social media engagement, contests and customer service opportunities to gain and engage members, as well as strategies for promoting the system to Madison visitors.

For the Madison bike share system, B-cycle oversees a local operations team responsible for the day-to-day maintenance of the stations and bikes. Each bicycle is

identified with a unique RFID chip and its maintenance records are maintained by the B-cycle enterprise software system. Most routine bicycle and kiosk maintenance in Madison is done “in the field” with a service van, used for station and bike maintenance and rebalancing of bikes.

B-cycle also provides Madison B-cycle with full customer service support by qualified B-cycle Customer Service Representatives (CSR). The customer service and support plan includes 24/7 customer service support, on-call operator phone support, and web support. The customer service telephone number and email address are included on all stations as well as on all bicycles and B-cards. A user who has a mechanical or subscription problem can call the toll-free number. The CSR works with the customer to resolve the issue. If the problem is a subscription issue, it can be resolved on the call. For mechanical problems, the CSR steps through

7

the program was formally launched in 2010, it roots extend back to Denver’s 2008 Democratic National Convention. In 2007, the founding partners of B-cycle, Trek Bicycle Corporation and Humana Healthcare, began their bike sharing venture with the nation’s largest ever bike share program culminating at the 2008 Democratic National Convention in Denver, Colorado. Called Freewheeelin, this short-term program made 1,000 bikes available to the delegates at both the Democratic and Republican National Conventions. From this experience, the City of Denver decided to bring a permanent system to the City and the non-profit Denver Bike Sharing (DBS) was formed.

B-cycle, LLC was chosen as the vendor for Denver, and the 2010 system launched with 50 stations and 500 bicycles. B-cycle worked closely with Denver Bike Sharing (DBS) from the very beginning of the planning process, including site selection, permitting/construction, station configurations, front-end and back-end software training, and all aspects of installation. B-cycle provided training for Denver Bike Sharing employees on bike and station maintenance, customer service, and day-to-day system operations. B-cycle

also provided marketing and branding support with launch designs, templates, signage/decals, and other promotional materials. B-cycle bikes were delivered to DBS, where their team assembled the bikes under the guidance of B-cycle and the directions outlined in the B-cycle assembly manual. Stations were delivered and installed at each site by Kiosk Information Systems’ trained technicians. B-cycle led product field testing and provided DBS with station maintenance training. Post-launch B-cycle continued to provide ongoing support. This included 24/7 system health monitoring, software updates, and ongoing product development. If any issues arose, B-cycle was on hand to quickly identify and fix the issue.

Since its launch, Denver B-cycle has been cited as one of the most influential projects in downtown Denver. Notable program accolades include: • 2011 Recipient of Downtown Denver Award,

Downtown Denver Partnership• Tourism Star Award, Visit Denver Convention and

Visitors Bureau• Healthy Living Innovation Award Finalist,

Department of Health and Human Services

Most importantly, DBS has thrived financially. In addition to operating as a financially viable organization, Denver B-cycle continues to expand. In 2013, the system expanded to 82 stations and 602 bikes. Plans for future growth in 2014 are currently underway as ridership and demand continue to grow. Just as it has since the beginning, B-cycle LLC works continuously with DBS to provide the best bike share service and products possible to the City of Denver and Denver B-cycle users.

Austin B-cycle Austin, TXAustin recently became the fourth city in Texas to implement the B-cycle bike sharing system. Austin B-cycle is operated by Bike Share of Austin, a 501(c)3 non-profit corporation. Austin B-cycle launched at the end of December 2013 with 11 stations and 110 bikes. In less than three months, the system nearly quadrupled in size, just in time for the South by Southwest (SXSW) Conference and Festival March 7 - 16, 2014. More than 70,000 people attend SXSW conferences, films, and concerts.

With a large, international event in Austin only a few months from launch, Austin B-cycle worked hard to recruit volunteer staff to fully support the anticipated usage load during SXSW. B-cycle, LLC supported Austin B-cycle by sending staff to assist with the event, including the Director of Implementation, Director of Technology, Business Development Manager and Implementation Support Coordinator.

The event was hugely successful, and resulted in Austin B-cycle breaking the North American record for daily bike checkouts. From March 7 to 16, Austinites and SXSW visitors checked out B-cycle bikes over 17,000 times. On March 15, each bike was checked out an average of 10.1 times, setting the North American system record for most per-bike checkouts. In total, B-cycle riders traversed over 22,700 miles during the 10-day period. The heavy usage did not affect the performance of the system, and no major system, equipment or operational issues were experienced.

9

Sacramento Bike Sharing Business PlanSacramento, CAThe Sacramento Area Council of Governments (SACOG) has approved nearly $4 million for the bike share system envisioned in the Fehr & Peers-led Bike Share Business Plan for the Sacramento Metropolitan Air Quality Management District (SMAQMD). The Plan proposes a system of 88 stations and 616 bikes serving the cities of Sacramento, West Sacramento, and Davis. Fehr & Peers staff worked with SMAQMD and a Technical Advisory Committee (TAC) of regional stakeholders to refine the system scale and station locations, prepare a station-level ridership forecasting model, develop cost and revenue forecasts, and provide numerous recommendations on funding options, business models, and implementation and operations practices. Regional stakeholders include SACOG, Sacramento

10

Regional Transit, the Capitol Corridor Joint Powers Authority, the City of Sacramento, the City of West Sacramento, the City of Davis, UC Davis, the Yolo County Transportation District, and the Yolo-Solano Air Quality Management District. The Fehr & Peers team worked with multiple agency partners under a tight schedule to develop a well-documented business plan and support the successful grant application to fund Bike Share in the Sacramento area.

Drawing on system usage data from over 250 stations in three existing bike sharing systems, Fehr & Peers conducted original research to analyze the effects of network configuration, station-area demographics, and built environment characteristics on bike sharing ridership. The results of this research were then applied to develop an innovative, regression-based, ridership forecasting model. The resulting Bike Share Ridership Forecasting Model forecasts ridership at the station level, allowing us to determine the appropriate size of each station and select an appropriate number of bikes and stations for the network as a whole. These estimates supported team member Economic and Planning Systems, Inc.’s (EPS) analysis of potential membership size, capital and operating costs, and revenue levels. Denver Bike Sharing (DBS) provided bike sharing system operations advice throughout the process. When prompted to relocate some stations based on stakeholder response to a draft set of station locations, Fehr & Peers staff used the Ridership Forecasting Model to quickly decide on appropriate locations for the new stations; to evaluate the effect of the relocated stations on ridership, cost, and revenue projections; and to keep SMAQMD on their grant application schedule.

Bicycle Transit SystemsPeter Hoban (Operations)Brodie Hylton (Marketing)

Chris Cassard (Finance & Administration)Danny Quarrell (Customer Service & IT)

B-CycleBob Burns, President

Brian Conger, Director of OperationsMark Kleven, Implementation ManagerBen Kunde, Implementation Coordinator

Fehr & PeersMatt Benjamin

Alex RixeyEmily Duchon

Local Operations and MarketingSystem Manufacture,

Shipping and InstallationSite Planning and Permitting

Bicycle Transit SystemsAlison Cohen, President and CEO

Overall Project Implementation

Leor RamOwen Ward

Sponsorship (if desired)

Charlie GandyCynthia Rose

Advocacy and Regional Planning

Alison Cohen, PresidentChris Cassard, CFOPeter Hoban, COO

Brodie Hylton, VP MarketingDanney Quarrell, CTO

2 FTE 1.5 FTE

1.5 FTESeasonal event staff

Call Center StaffMembership Fulfillment

Bicycle Transit Systems Support Team

Bike Maintenance Rebalancing & Station Maintenance Marketing Plan Execution

1.0 FTE

General Manager, Santa Monica

Assistant 0.5 FTE 1 FTE

Finance & Administration ManagerMarketing & Customer Service

Manager

12

TEAM ORGANIZATIONAL CHART

OPERATIONS ORGANIZATIONAL CHART

Table B: Bicycles Response Comments(optional)

The following are required elements:1. Lighting and reflector system (include rear and front light and meeting California Vehicle code requirements for bicycles ridden at night);

A Yes. B-cycle bikes include reflectors and self-charging, solid white headlights visible for at least 500 feet and also a rear light. Additionally, B-cycles are equipped with reflective tires.

2. Puncture resistant tires; A Yes. B-cycle bikes include puncture resistant tires.

3. Reliable and intuitive braking system; A Yes. B-cycle bikes feature a reliable and intuitive handlebar braking system.

4. One size to fit majority of adult population with seat-only adjustment;

A Yes, B-cycle bikes include a step-through, one-size, unisex frame, designed to fit the majority of the adult population with seat-only adjustment.

5. Theft and tamper resistant (potentially through use of components not compatible with other bicycles and/or requiring tools not commonly available);

A B-cycle developed uses a proprietary dual front hub locking design and security hardware throughout the bicycle. The seat post uses proprietary theftresistant indexed post with easy to use proprietary four-finger clamp. The brake set is a Shimano IM40 all-weather internal brake system. The bicycle also hasfully encased shroud housing and has an optional built-in Kryptonite cable lock for users when they may need to step away from the bike for a moment. We believe this is the most reliable and secure system on the market.

6. Cargo capacity for items such as a typical briefcase, book bag, and/or grocery bag weighing up to twenty pounds;

A

The B-cycle bike is available in a number of basket configurations. Each basket is rated to carry up to 20 pounds and, in field testing, has been found capable of transporting heavier loads.

42

The following are most desired elements:1. Protection from grease, dirt, and tire spray including enclosed drive train and full fenders;

A Yes, B-cycle bikes include an internal hub, enclosed drive train and full fenders for protection from grease, dirt and tire spray.

2. Multiple gears (3 or more); A Yes, B-cycle bikes feature a 3-speed, internally geared hub with easy-to-use shifters. 3. Pedal-powered front/rear lighting system ; A Yes. B-cycle bikes include self-charging, solid white headlights visible for at least 500 feet as well

as a rear light.4. Corrosion resistant material with rust-proof external parts; A Yes. B-cycle bikes utilize corrosion resistant materials and rust-proof external parts.5. Additional cargo capacity on some or all of fleet; A Yes. B-cycle provides multiple basket options with two types of front basket configurations as well

as an optional rear rack. B-cycle also offers a trike for high cargo capacity. This trike has been deployed in the Madison system.

44

10. Front, rear, and side reflectors; lighting exceeding California Vehicle Code requirements;

A Yes, the B-cycle bike includes front and rear reflectors, as well as side reflectors on the tires.

11. Comfortable seat with an upright riding position allowing for confident riding in traffic;

A Yes, the B-cycle bike has a comfortable seat and features an upright riding position. Designed by Trek, the bike is engineered to deliver comfortable, confident ride handling for a wide array of users.

12. Easy to operate: easy to mount and to hold in stopped position, including for shorter rider;

A Yes, the B-cycle bike has a step-through frame that is easy to mount and hold in a stopped position.

13. Kickstand or other device to allow the bicycle to be supported upright;

A Yes, the B-cycle bike has a kickstand that can support the bike upright.

14. Record of reliable operation under similar conditions; A Yes, B-cycle systems are in successful operation in both Fort Lauderdale, FL and Kailua, HA. Both of these cities feature hot, sunny climates with high salt and moisture exposure.

15. Ability to produce bicycles pursuant to schedule requirements;

A Yes, B-cycle can deliver bicycles within the scheduled requirements. All B-cycle systems have been installed on time.

16. Easily adjustable seat that resists movement after adjustment;

A Yes, B-cycle bikes have an easy-to-use seat clamp that maintains seat position after adjustment.

The following are desired elements:1. Equipped with sensors on bikes to diagnose and self-report mechanical problems;

C Currently, bike maintenance issues are reported by users via a post-ride text message they receive or by the customer service phone number posted on the bike and station.

2. Ability to “dock” and communicate with system outside the service area at stations provided by others.

C B-cycles can be docked outside the service area of a system using B-cycle’s “Virtual Kiosk” technology. However, this technology has not yet been integrated into other third party bike share systems.

46

Table C: Terminal Response Comments(optional)

The following are required elements:1. A minimum of 10 terminals in system accept walk-up renters with agreement to liability waiver. If not all stations accept walk-up renters, explain how the system will accommodate first or one-time users;

A All B-cycle stations include kiosk terminals which allow for walk-up/one-time users.

2. Data security, particularly for financial data, user names, and addresses;

A B-cycle does not store any credit card or user data at the kiosk, and all data is transmitted via encrypted communication lines. Credit cards transactions are processed by Authorize.net, a Tier I PCI compliant company.

3. Clear and prominent instructions at each terminal explaining the pricing structure and use of the system;

A Yes, each kiosk includes clear printed and electronic instructions that explain the pricing structure and use of the system. We believe that the B-cycle system features the most easy-to-use kiosk and dock checkout process on the market.

4. Clear and prominent instructions at each terminal directing to contractor contact to call and directions to submit complaints;

A Yes, included on the stations and bikes is a phone number for customers to call for help or to submit feedback. Feedback can also be submitted online, via email, or by a post-ride survey which is sent to the customer via text message.

5. A process for situations in which a user wants to return a bike to a terminal that is full or rent a bike from a terminal that is empty;

A Yes, should a station be full, the rider can request a 15 minute time credit at the kiosk to return the bike to the nearest station with an available dock. Similarly, if a station is empty, the kiosk will direct the user to nearby stations with available bikes. Additionally, the mobile app provides users of the system the ability to see how many bikes/docks are available in real-time.

6. Multi-lingual; A Yes, B-cycle stations allow for multiple languages. 7. Capacity for advance registration that avoids need for registration at each station;

A Yes, the B-cycle system allows for advance, online registration.

8. Ability to accept Metro TAP cards. AIn addition to the B-card that annual members receive to check out bikes, B-cycle docks can be equipped with Multi-Frequency RFID (MF-RFID) readers which would allow for potential integration with the Metro TAP cards.

In addition to multi-frequency RFID, the annual membership card incorporates a magnetic strip, barcode and human-readable numbers, making it the most versatile card in the industry.

Also, please see the response in Section 8 - Interoperability Vision/Westside Cities Council of Governments Addendum.The following are most desired elements:1. Automatic confirmation that member’s credit cards is valid and has sufficient funds to cover charges if bicycle is not returned, preferably before each bicycle is removed;

C Based on the negative feedback received from placing an “advanced hold” on customer payment cards in other bike share systems, the B-cycle payment system was designed to only charge customers for expenses actually incurred.

47

2. Ability to limit the number of subscriptions and walk-up rentals that can be purchased by one user or using one credit card;

A Yes, the B-cycle system allows operators to determine the number of subscriptions someone can purchase per credit card. Based on our experience, we recommend limiting to four subscriptions per credit card.

3. Touch-screen; A Yes, B-cycle stations include a lighted color touchscreen.4. Ability to allow members of other regional bikeshare systems to access this system with the same card.

A

We believe that B-cycle may be the only commercially available system that has the ability to connect one bike share system in one city with another system in another city. We refer to this interconnected system technology as B-connected. If Santa Monica chooses B-cycle as the bike share equipment provider and other regional municipalities choose B-cycle, annual members would have seamless access to other B-cycle cities and vice versa. In addition, as discussed in Section 8, B-cycle’s MFRID will allow us to work on a “one card” system for the region with other systems that accept RFID cards.

48

The following are desired elements:1. Ability to integrate bikeshare subscription with existing Big Blue Bus transit pass;

A As explained in Section 8, the B-cycle system can be equipped with MF-RFID card readers that allow the system to recognize multiple frequencies of RFID cards in the same system. This would allow users to potentially tie their B-cycle membership to their Big Blue Bus transit pass, student ID, etc. In addition to MF-RFID, the annual membership card incorporates a magnetic strip, barcode and human-readable numbers, making it the most versatile card in the industry.

Also, please see the response in Section 8 - Interoperability Vision/Westside Cities Council of Governments Addendum.

2. Flexibility to add features and modify terminal as needed;

A The terminal interface can be customized to include additional features at an additional cost.

3. Ability to sign up to become annual members or to upgrade day- or week- memberships to annual memberships at some or all terminals;

C Users have the ability to sign up for a daily membership at the kiosk and can sign up for annual, weekly, or monthly memberships online via their phone. QR codes placed on stations and/or bikes easily direct users to membership sign-up.

4. Flexibility to be reprogrammed to serve as a registration station for potential future automated scooter-share, e-bikeshare, or car-share system and/or facilitate transactions related to electric charging.

C B-cycle stations have not yet been utilized for these functions, but should it be desired, these features could be developed at an additional cost.

49

Table D: Docks Response Comments(optional)

The following are required elements:1. Modular design of the docks, meaning the ability of the station design to accommodate a flexible number of bicycle storage and rental slots and therefore the ability to adjust capacity through the life of the station after initial construction:

A The B-cycle system is modular and can be configured to fit many different available spaces. This flexibility allows for capacity adjustments even after the station is installed.

2. Vandal and theft-proof connection between dock and bike.

A

B-cycle uses tamperproof, dual locking docks which secure the bike on either side of the hub using stainless steel striker loops. This proprietary locking mechanism is highly robust. The lock secures the bike whether or not a station is powered or connected to the internet. Further, because they are redundant, should one lock fail to engage, the second lock will secure the bike by itself.

The following are most desired elements:1. Ability to self-report mechanical problems; A The B-cycle administrative website monitors the health of the system and self-reports when station issues arise. 2. Useful life greater than five years (lifecycle replacement over contract term is required);

A

B-cycle stations and equipment are just completing their fourth year of on-street operation in North America. Based on this experience we expect that this equipment should have a useful life exceeding 10 years (10 years is the depreciation period that B-cycle uses for its own equipment in Madison, WI). However, when we speak of a “useful life” it is important to note that these bicycles and stations will be in constant use and under regular maintenance. Therefore, it is likely that individual components will be replaced over time and very unlikely that an entire station or bicycle would be considered obsolete.

The B-cycle bikes have a five-year frame warranty and one-year parts warranty, excluding theft, vandalism, accident, or misuse. The B-cycle station comes with a manufacturer’s one-year parts and service warranty, excluding theft, vandalism, accident, or misuse.

3. Twice as many docks as bicycles. A

Yes, the B-cycle station can easily be configured to have twice as many docks as bikes. For the proposal, our team has proposed an overall system with a ratio of 1.9 docks per bicycle. However, since a small portion of the bicycles will be in the warehouse for repair at any given time, the ratio of docks to bikes on the street will be 2:1.

The following are desired elements:

1. Ability to receive bicycles from regional bike share providers.

C The B-cycle system is configured to accept only bikes from the B-cycle system.

50

Table E: Technology & Website Response Comments(optional)

The following are required elements:

1. Data security, especially for financial data, user names, and addresses, that is Payment Card Industry (PCI) compliant and that satisfies minimum specifications of the municipality, institution, and/or private landowner;

A The B-cycle system uses Authorize.net to process, verify, and store all credit card transactions. Authorize.net is Tier I PCI compliant. No credit card or user information is stored on the B-cycle kiosks, and all communication from the kiosk and servers to Authorize.net is encrypted.

2. A mechanism for users to report problems and make suggestions for system improvement;

A Online, operators have the ability to include a contact us page. This page includes an integrated “contact us” widget which allows users to directly enter feedback. Additionally, feedback is gathered via email, the toll-free customer service number, and by post-ride surveys sent to users via text message.

3. Real-time communication with stations and bicycles to track bicycle and dock status;

A

Yes, the B-cycle mobile app and website include a map detailing station locations and real-time data – i.e., number of bikes/docks available. Maps and icons are fully customizable.

51

8. Interactive map showing real-time status of bicycles at stations, station locations with optional address and directions, and transit information;

A Yes, both the website and mobile app show real-time status of bicycles at stations and station addresses.

9. Ability to work and display pages correctly on all major web browsers and mobile devices;

A Yes, the website content management system provides for accurate display on all major web browsers and mobile devices.

10. Capacity for user to track number of available bikes and open docking points in each terminal via web page and mobile device;

ABoth the website and mobile app include a navigable station map which shows locations and number of bikes/docks available in real-time.

11. Phone contact information prominent on website;

A Yes, contact information can be prominently listed on the website.

12. Ability to provide basic safety information; A Yes, the website is highly customizable and can include safety information.

53

13. Provide open content data to allow third party developers to provide applications.

AThe B-cycle software is designed to easily allow integration with third party applications. Open source “hooks” can be made available for qualified application developers via B-cycle’s secure API

The following are most desired elements:

1. Capacity to convey additional bicycle safety information, laws, and/or warnings affecting bicyclists (Ex: Brief safety and “rules of the road” video and interactive test);

A Yes, the website can include these listed additional bicycle safety messages, laws and warnings. Our team will work closely with the City to create and provide site architecture and messaging.

2. Language options, particularly Spanish, on all webpages;

A

3. Ability to collect survey information and customer satisfaction ratings;

A

We provide a toll-free customer service number on each station and bike. In addition, B-cycle uses text messaging to communicate with its users. Bike Transit can configure the text to include a link which allows the user to notify the operator of problems with a bike or station, as well as provide positive feedback regarding their ride experience.

Additionally, some B-cycle operators utilize QR codes on the bike which, when scanned with a smart phone, will take the user to an online survey for feedback.

4. Attractive, appealing, state-of-the-art features;

A

54

Yes. The B-cycle system is equipped with a number of state-of-the-art features.

The website features a multi-lingual, Sitefinity-based CMS platform which is highly customizable and user-friendly. In addition to providing detailed program information, users can use the website to check the real-time availability of stations and bikes, join, and manage their individual member account.

On their individual member account page, users can see:• individual profile information• ride and payment history• health and environmental impact• leader board• (For systems choosing to purchase the passive GPS system)• “See My Ride” provides the user of with a map of his/her latest rides

Further, the B-cycle system has the ability to check in and out bikes away from the station using a Virtual Kiosk. B-cycle’s Virtual Kiosk back-end software functionality allows the system operator to check bikes in and out using only a computer with an internet connection. At large events, where you may want to encourage users to ride B-cycles, the rider can check his or her bike in at a temporary “station” set up for the event. There is no need to set up – and then take down – stations for the event.

5. Ability to provide data to outside application developers;

A Yes, as discussed previously, data can be provided to outside application developers via B-cycle’s secure API.

6. Ability to provide system reports in a format consistent with leading US bike share systems.

A Yes, the B-cycle system provides a wide array of reporting options consistent with leading bike share systems. The Bike Transit team are the people responsible for developing and delivering the report formats for most US bike share programs.

The following are desired elements:

1. Personalized customer web pages that provide information such as miles traveled, calories burned, etc.

A

Yes, once a user has joined online, he/she can access their personal profile and account page via the program website. From here, they can view and manage account details, including:• individual profile information• ride and payment history• health and environmental impact metrics• participation in the community rider leader board• (For systems choosing to purchase the passive GPS system) “See My Ride” provides the user of with a map of his/her latest rides

55

Table F: Interoperability Vision--Westside Cities Council of Governments Addendum

Response Comments(optional)

The following are required elements:

1. Sharing membership and usage data with other bikeshare systems that might operate within the region;

A Yes. Bike Transit will provide monthly reporting to Santa Monica which can be shared with any other systems in the region.

2. A mechanism for providing reciprocal membership privileges such that members of another bikeshare system that might operate within the region can use the Santa Monica System and vice-versa;

C Bike Transit will work with the City and other bike share system operators to allow for reciprocal membership. Such a mechanism would require daily sharing of membership database information, as well as a revenue formula to allow for compensation for use of each system.

3. Ability and willingness to provide information on websites and stations that identifies the location of bikeshare stations belonging to other bikeshare systems that might operate within the region as well as those belonging to the Santa Monica System;

A Bike Transit will provide information on the system website showing location of stations outside of Santa Monica.

4. Willingness to expand the system to other Westside Cities under the terms offered to Santa Monica;

A Bike Transit is enthusiastic about operating not only a Santa Monica system, but other systems in the Los Angeles region. In fact, it is most efficient and by far simplest for the region to have one operator. Bike Transit fully expects that terms offered to Santa Monica would be offered to other Westside cities.

5. Ability to accept Metro TAP cards. In addition to the B-card that annual members receive to check out bikes, B-cycle docks can equipped with Multi-Frequency RFID (MF-RFID) readers which would allow for potential use with the Metro TAP cards, student ID, etc.

In addition to multi-frequency RFID, the annual membership card incorporates a magnetic strip, barcode and human-readable numbers, making it the most versatile card in the industry.

See the response to Section 8 - Interoperability Vision/Westside Cities Council of Governments Addendum.

The following are most desired elements:1. A mechanism that allows bikes from another system that might operate within the region to physically dock at Santa Monica System stations and for Santa Monica System bikes to dock at other stations;

C The B-cycle system is configured to accept only bikes from the B-cycle system. However, should there be a retail presence for the bike share system, and other bikes have a readable RFID tag, Bike Transit could check in bikes from other systems at these “manned” stations. Such a cost is not included in the financials for this proposal.

57

2. A mechanism for tracking the bikes belonging to each system and an ability to coordinate rebalancing across multiple systems;

A / C If different systems are under Bike Transit management using the same equipment (B-cycle), then it is part of Standard Operating Procedures to track bikes across the system and coordinate rebalancing across systems. Despite the fact that they may have different contracts in the background, Bike Transit would treat the systems as one integrated system. If the systems have different equipment and operators, it would first require technology integration so that other bikes could be locked in the system before rebalancing coordination were possible.

3. A mechanism for reporting on memberships and usage data from multiple systems, both to users and to the City and any other municipality, institution, and/or private landowner that might participate in the system or systems;

A Bike Transit staff has deep experience in undertaking reporting for multiple municipalities. We can provide such detailed reporting to the City and other municipalities, institutions or private landowners that participate in the system.

4. A process for equitably distributing responsibilities, costs, and revenues between Westside COG Cities that elect to participate and Santa Monica or among multiple systems that might operate within the region, including the Santa Monica System;

A Bike Transit staff created the cost and revenue reporting systems currently used in DC and Boston to allocate among different jurisdictions, and is therefore deeply familiar with the challenges of different types of allocations. We are fully prepared to undertake such systems for the LA area as agreed to by all member jurisdictions.

5. Ability to accept bicycle returns from other systems in the region at some locations.

C See response to Question #1 in this section.

The following are desired elements:1. A method for providing integrated account information to the users of any bikeshare system that might operate within the region about their activities on all bikeshare systems that might operate within the region, including the Santa Monica System (e.g., memberships, usage fees paid, distance traveled, calories burned, number of checkouts, etc.).

C For coordinated membership and accounting activities, the different technology providers would need to work on developing integrated backend systems. B-cycle is willing to work with other providers for such integration at an additional cost.

58

b. Percent of total bikes in use at a given time during peak hours; 25%

c. Percentage of stations with no available bikes during peak hours;

Using a ridership model undertaken by Fehr & Peers for the City, it shows that there are 9 stations anticipated to be of highest ridership, or approximately 25%. It is the stations with highest ridership that typically have the most instances of full or empty during peak hours. Anticipating that 50% of these stations may have full or empty instances, we anticipate a systemwide total of 12.5% of stations with no available bikes during peak hours. Please see a depiction of anticipated ridership on the map below.

d. Percentage of stations with no empty spaces to return a bike during peak hours.

Using a ridership model undertaken by Fehr & Peers for the City, it shows that there are 9 stations anticipated to be of highest ridership, or approximately 25%. It is the stations with highest ridership that typically have the most instances of full or empty during peak hours. Anticipating that 50% of these stations may have full or empty instances, we anticipate a systemwide total of 12.5% of stations with no empty spaces to return a bike during peak hours.

3. Based on your experience and business model, please estimate your anticipated numbers for the following:

a. Total trips per year; Using the Fehr& Peers ridership model, we anticipate a base case of 88,000 trips per year, with a low range of 40,000 and a high range of 195,000.

b. Total members; We anticipate approximately 1,750 annual members.

c. Average daily users; With high tourist volumes in Santa Monica, we anticipate a high ratio of daily users per station per year (Boston has 765, DC has over 900). Using 800 daily users per station per year, we anticipate 28,000 daily users.

d. Average daily trips; Using the Fehr& Peers ridership model, we anticipate a base case of 241 trips per day, with a low range of 110 and a high range of 535.

e. Total trips by month; Using the Fehr& Peers ridership model, we anticipate a base case of 7,372 trips per month, with a low range of 3,337 and a high range of 16,287.

f. Total trips by hour. Using the Fehr& Peers ridership model and using hours of 7AM to 10PM, we anticipate a base case of 16 trips per hour, with a low range of 7 and a high range of 36.

4. Based on your experience, what are the pitfalls of other bikeshare programs in terms of issues such as, but not limited to, bicycle theft, maintenance and redistribution, and how do you address these to avoid them?

See response to Section 13 - Required Questions, #5

5. Please attach a plan that demonstrates your organizational structure and staffing plan to ensure excellent customer service.

See response to Section 3

61

62

BICYCLE TRANSIT SYSTEMS, INC.

SANTA MONICA BIKE SHARE

MONTHLY & ANNUAL OPERATIONS BUDGET

YEAR 1 OF OPERATION

FULL FULL FULL FULL FULL FULL FULL

Mo1 Mo2 Mo3 Mo4 Mo5 Mo6 Mo7 Mo8 Mo9 Mo10 Mo11 Mo12 YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6 YEAR 7

Number of Bikes 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350 350

Number of Docks 665 665 665 665 665 665 665 665 665 665 665 665 665 665 665 665 665 665 665

Number of Stations 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35 35

Personnel FTEs 8.0 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5 7.5

OPERATIONS BUDGET:

Personnel Costs:

General management 9,934 7,102 7,102 7,102 7,102 7,102 7,102 7,102 7,102 7,102 7,102 7,102 88,055 87,779 90,412 93,125 95,918 98,796 101,760

Operations personnel 10,521 10,521 10,521 10,521 10,521 10,521 10,521 10,521 10,521 10,521 10,521 10,521 126,257 130,045 133,946 137,965 142,104 146,367 150,758

Customer service / call center 4,542 4,542 4,542 4,542 4,542 4,542 4,542 4,542 4,542 4,542 4,542 4,542 54,508 56,143 57,827 59,562 61,349 63,189 65,085

Sales & marketing & outreach 3,754 3,754 3,754 3,754 3,754 3,754 3,754 3,754 3,754 3,754 3,754 3,754 45,052 46,404 47,796 49,230 50,707 52,228 53,795

Discretionary bonus pool - - - - - - - - - - - - - 8,009 8,250 8,497 8,752 9,014 9,285

Taxes & benefits 6,326 5,702 5,702 5,702 5,702 5,702 5,702 5,702 5,702 5,702 5,702 5,702 69,052 72,244 74,411 76,643 78,942 81,311 83,750

Total Personnel Costs 35,078 31,622 31,622 31,622 31,622 31,622 31,622 31,622 31,622 31,622 31,622 31,622 382,924 400,623 412,642 425,021 437,772 450,905 464,432

Total Facility Costs 5,750 5,750 5,750 5,750 5,750 5,750 5,750 5,750 5,750 5,750 5,750 5,750 69,000 69,000 71,070 73,202 75,398 77,660 79,990

Total Vehicle Costs 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 3,200 38,400 39,552 40,739 41,961 43,220 44,516 45,852

Total Supplies & Spares 3,128 2,126 2,126 2,126 2,126 2,126 2,126 2,126 2,126 2,126 2,126 2,126 26,513 42,464 48,833 53,716 59,088 64,997 71,496

Total Operations Expenses 470 463 463 463 463 463 463 463 463 463 463 463 5,558 5,717 5,888 6,065 6,247 6,434 6,627

Total IT & Communications (excl. Call Center) 9,302 9,290 9,290 9,290 9,290 9,290 9,290 9,290 9,290 9,290 9,290 9,290 111,488 111,885 115,241 118,698 122,259 125,927 129,705

Total Call Center Operations (non-personnel) 500 500 500 500 500 500 500 500 500 500 500 500 6,000 6,000 6,180 6,365 6,556 6,753 6,956

Total Office & Administrative costs 1,408 1,308 1,308 1,258 1,258 1,258 1,308 1,308 1,308 1,308 1,308 1,308 15,650 17,521 18,047 18,588 19,146 19,720 20,312

Total Professional Fees 2,000 2,000 2,000 2,000 2,000 2,000 2,000 2,000 2,000 2,000 2,000 2,000 24,000 24,000 24,720 25,462 26,225 27,012 27,823

Total Management Oversight & Central Support 3,500 3,500 3,500 3,500 3,500 3,500 3,500 3,500 3,500 3,500 3,500 3,500 42,000 42,000 43,260 44,558 45,895 47,271 48,690

Total Marketing (non-Personnel) 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 1,250 15,000 15,000 15,450 15,914 16,391 16,883 17,389

Total Insurance 1,006 907 907 50,407 7,095 7,095 7,095 7,095 7,095 7,095 7,095 7,095 109,986 113,463 116,867 120,373 123,984 127,704 131,535

Total Depreciation 2,217 2,217 2,217 2,217 2,217 2,217 2,217 2,217 2,216 2,216 2,216 2,216 26,600 36,200 37,286 38,405 39,557 40,743 41,966

Total Interest Expense 437 437 437 437 437 437 437 437 437 328 328 328 4,917 3,579 3,686 3,797 3,911 4,028 4,149

Subtotal - costs of operation & maintenance 69,247 64,570 64,570 114,020 70,707 70,707 70,757 70,757 70,756 70,647 70,647 70,647 878,034 927,003 959,909 992,125 1,025,648 1,060,554 1,096,920

Margin for Operations & Maintenance 11,772 10,977 10,977 19,383 12,020 12,020 12,029 12,029 12,029 12,010 12,010 12,010 149,266 157,591 163,185 168,661 174,360 180,294 186,476

TOTAL OPERATIONS BUDGET 81,019$ 75,547$ 75,547$ 133,403$ 82,728$ 82,728$ 82,786$ 82,786$ 82,785$ 82,657$ 82,657$ 82,657$ 1,027,299$ 1,084,594$ 1,123,093$ 1,160,786$ 1,200,009$ 1,240,848$ 1,283,397$

TOTAL COSTS ON A PER BICYCLE BASIS 245$ 258$ 267$ 276$ 286$ 295$ 306$

66

Performance Indicator Table

Performance Indicator (PI) Description

Measurement Tool

Measurement Period Units Threshold 1 Proposal Response

PI-1 Overall system functionality

Combined total minutes that stations are out of service per week

Central computer database

Weekly Minutes 30 minutes implies 95% uptime over 7 days from 6am – 10pm

PI-2 Bicycles in service

Percentage of bicycles in service Central computer database

Continuous, reported weekly

% of Bicycles 97% of bicycles 90%

PI-3 Bicycle cleanliness

Percentage of bicycles that are clean and graffiti-free

Extrapolation from field checks by City staff

As needed % of Bicycles 97% ofbicycles

100% cleaned every month.75% cleaned every two weeks

PI-4 Station cleanliness

Percentage of stations that are clean

Extrapolation from field checks by City staff

As needed % of stations 97%of stations 100% stations cleaned every two weeks

PI-5 Graffiti, “scratch-itti,” sticker removal from stations and bicycles

Time taken to remove graffiti,”scratch-itti,” and stickers, etc. after notification

Maintenance logs with photo

From time of notification to Contractor’s resolution

Hours 24 hours 48 hour response time for graffiti removal and 24hr response to offensive graffiti

PI-6 Bicycle distribution

Bicycle-to-dock ratio, total combined minutes stations are completely full or empty

Central Computer database

Continuous, reported weekly

Minutes bicycles or docks are not available at any station

8 hours per day (system-wide)

1.7:1 Bicycle-to-dock ratio,40 hours per day (2 hours per station)

70

Performance Indicator (PI) Description

Measurement Tool

Measurement Period Units Threshold 1 Proposal Response

PI-7 Customer interaction

Timely response to customer complaints and resolution of issues.

User satisfaction survey, Complaint response logs

Continuous, reported weekly

% of customers satisfied

% of complaintsAddressed timely

85% satisfied customers,15-minute complaint response,24-hr complaint resolution

85% satisfied customers (actual customers, not general public);

Emails and voicemails will be responded to within 1 hr during call center operational hours and 85% of calls will be answered within 30 seconds during call center hours; 85% of call center tickets will be closed within 24 hours of their opening

PI-8 Website in service Percentage of time that the website is in service

Central computer database

Weekly % of total minutes per week

100% 95%

PI-9 Central computer system in service

Percentage of time that the central computer system will be in service

Central computer database

Weekly % of total minutes per week

100% 95%

71

Milestone Table

Column 1 Column 2 Column 3 Column 4

Milestone Description Deliverables RequiredCity Proposed Date (Period Prior to

“go live”) Proposer Proposed Date

1 IT System Plan approval IT System Plan 9 months 6 months2 Beta test of central computer system Beta test and demonstration of central

computer system, database, and networks

9 months 7 months

3 Security Policy approval Security Policy 9 months 6 months4 Station siting plan development Station sites selected by Contractor and

submitted to City for approval8 months

8 months

5 Initiate system test of complete system at 10 stations

Deployment of system and bicycles at 10 stations for 2-month test

8 months 2 months

6 Final bicycle prototype delivery Final prototype bicycle delivered to City 8 months 7 months7 Final station prototype development Final prototype station delivered to City 8 months 7 months8 Bicycle prototype development Prototype bicycle submitted to City 7 months 5 months9 Station prototype development Prototype station (including docks, user

interface, and complete functionality) submitted to City

7 months 6 months

10 User experience prototype development Present station and “walk-through” of user interface to City

7 months 7 months

11 Initial development of website Beta website for City review 7 months 6 months12 Development of station siting plans Detailed station site plans for each site 6 months 5 months13 Initial development of promotions

campaignDraft promotions plan

5 months 8 months

14 Initial bicycle redistribution plan development

Draft bicycle redistribution plan4 months 4 months

15 Initial organization and staffing plan development

Draft organization and staffing plan4 months 9 months

16 Initial system maintenance and cleaning plan

Draft bicycle and station maintenance and cleaning plan(s)

4 months 9 months

17 Final development of promotions campaign

Final promotions plan4 months 6 months

18 Completed System Test Fully operational and tested live complete website and system with 10 stations

4 months 1 months

73

Column 1 Column 2 Column 3 Column 4

Milestone Description Deliverables RequiredCity Proposed Date (Period Prior to

“go live”) Proposer Proposed Date

19 Fully operational central computer system

Fully operational and tested live central computer system

4 months 4 months

20 Implementation of promotions campaign Promotional campaign go-live 3 months 4 months21 Fully operational database and central

computer systemFully operational and tested database and central computer system

3 months 3 months

22 Final bicycle redistribution plan development

Final bicycle redistribution plan2 months 4 months

23 Final system maintenance and cleaning plan

Final bicycle and station maintenance and cleaning plan(s)

2 months 4 months

24 Final organization and staffing plan development

Final organization and staffing plan2 months 9 months

25 Fully operational accounts system in central computer system

Fully operational and tested accounts system in central computer database

2 months 3 months

26 Fully operational subscriptions section of website

Fully operational and tested live subscriptions page on website

2 months 3 months

27 Station delivery All stations delivered for installation 21 days 21 days28 Final bicycle delivery All bicycles delivered 14 days 1 month29 Implementation of bike redistribution

planFully staffed redistribution team and center location(s)

14 days 14 days

30 Implementation of organization and staffing plan

Fully staffed and operational back office functions

14 days 14 days

31 Implementation of system maintenance and cleaning plan

Fully staffed maintenance and IT team14 days 14 days

32 All stations installed All stations installed and fully operational

10 days 10 days

Please see the milestone table and complete Gantt chart following with a detailed proposal as to the rollout of the system. We have added some milestones which must be included.

74

1. Briefly describe your ability to plan and implement a Street Test of the System prior to the System “go live” date to ensure the City is satisfied with all elements of the System, including but not limited to bicycles, locking mechanisms, stations, station power sources, and support systems.

B-cycle is able to implement a fully functional Street Test prior to the System “go live” date. We would work with the City to meet the desired dates and duration of a Street Test. With all B-cycle systems, there is a testing period. During this time, B-cycle will ensure all elements of the system meet City requirements.

Our proposal includes a 10-station Street Test as indicated in the Milestone Table of the RFP. Because a manufacturing period is required to deliver this 10-station, 100 bike system, our team has proposed the Street Test occur 2 months prior to System go-live.2. Explain how your model minimizes the ongoing gap between user fees and operating costs.As the City is aware through its Bicycle Sharing Analysis undertaken by Economic & Planning Systems, very few bike share systems survive on membership and usage fees alone. Therefore, the gap must be filled via sponsorship, advertising, grants or other forms of income. It is to everyone’s advantage – the City’s and the contractor’s – to minimize this gap to allow for ongoing financial sustainability, system expansion and recapitalization. To minimize this gap, Bike Transit proposes the following strategies: 1. Maximize visitor usage, as these riders have been shown to provide up to two-thirds of the system revenues for bike share systems2. Implement an alternative low-cost pay-per-ride fare structure with a flat fee per 30 minutes ($5) after initial period. This fare structure is being considered around the

country and it serves many purposes:a. Promote higher trial usage by lowering the barrier to entry to bring in new membersb. Increase user understanding and simplicity of the pricing model. Creates better customer relations, more return users and lowers the customer service call volume and

therefore call center staffing needs and operational costs.c. Increase usage fee revenue3. Implement monthly billing structure to lower barrier to entry and bring in higher revenue (for example, $10 per month rather than $90 per year)4. Implement larger stations, minimizing operating costs and stretching the capital dollars.5. Overall system footprint should be as tight as possible for operational efficiency.6. Local call center service hours should be 7am to 7pm, and use a messaging service for emergencies only in the other 12 hours 7. Sponsorship & Fundraising. Should Santa Monica require or request that our team fill the gap between operating costs and operating revenues, we can work with the SoCal

Cycle Share team of Leor Ram and Owen Ward to identify system sponsors. SoCal Cycle Share draws on a wealth of relationships with advertising buyers and sales partners to create and execute robust and lucrative advertising programs. Their experience in the advertising industry and knowledge of local communities allows us to bring advertisers appropriate to each neighborhood and able to pay competitive local rates. Through their network of premiere international partners, they are able to create advertising packages to create profitable bicycle sharing systems. The Bike Transit team has successfully undertaken and supported fundraising efforts in several cities, including New York and Boston.

77

3. Explain your plan for locating large stations in high-demand areas.Using a ridership model undertaken by Fehr & Peers for the City, it shows that there are 9 stations anticipated to be of highest ridership (over 250 rides per day):21st / Wilshire 15th / Montana15th / Wilshire (Medical Center) 14th / California (Lincoln Middle School)16th/ Broadway 11th / Santa Monica (SMC Performing Arts Center)10th/ Montana 9th / Wilshire

For these stations, as for all stations, we will work with the City and private property owners to identify the most visible and viable spot for the stations. B-cycle has many different station configurations – back-to-back, curved, bridging gaps – to ensure the ability to fit large stations into dense urban environments.

For areas that cannot accommodate a large stations, or for stations with occasional high demand due to public events, B-cycle’s Virtual Kiosk technology provides flexibility needed for large crowds/events. This option allows operators to encourage use of the bike sharing system at special events, without the need to set up large stations. All the operator needs is a computer with Internet connection. The user does not need to find an available station to dock his/her bike. When a temporary virtual kiosk is set up, information is communicated in real-time to the consumer-facing website and mobile app to show a temporary station available at the specific virtual kiosk location.

These bike corrals require pedestrian barriers for pedestrian safety and to secure the bicycles. We use bike checking staff to attend these stations so that a dual function of bike checking and customer service can be performed. This reduces the additional overhead costs and ensures that the bicycles are safe and reliable for people attending the event, or relying on them in periods of high demand.

4. Provide your recommendations for the following items related to rollout and hours:• Launch strategy• Timeline for rollout• Hours of operation/Partial shutdown ability

Launch strategyThe system roll-out process is a fast, high-pressure process that requires an experienced, multi-faceted team with excellent project management skills. Each aspect of the process is interwoven with others and any part of the critical path can create delays. Therefore, each member of the team has an important role. Bike Transit will be responsible for the overall project implementation, overseeing that all aspects of the project are delivered on time and on budget, including site planning, system branding and marketing, system manufacturing, shipping, assembly and installation; operations setup and training. To achieve a successful rollout, Bike Transit will build on the expertise of our experienced partners, B-cycle and F&P on equipment and site planning, respectively.

The rollout process begins when the contract between Bike Transit and The City is signed. At that point, the critical path timeline begins. Three key items are the system branding process, site planning and facility acquisition. Bike Transit and B-cycle are acutely aware of the critical nature of the naming and branding process, as the branding will not only be the critical first step to begin the equipment manufacturing process, it also creates the foundation from which all marketing opportunities will be built, including the website and social media, promotional materials, events & outreach, and PR. Once selected as preferred supplier, we will begin working with The City, and potential Sponsors, on the development of the system name and required branding elements that are critical to the supply chain. Please see the timeline on the following page for all aspects of the rollout process.

Once branding is done, we plan to begin marketing efforts in earnest, leading up to launch. The goal is to maximize public awareness, pre-launch enrollments, and pre-launch revenue. Our marketing plan will include a strategies and tactics to achieve these goals. Strategies include local outreach & events, partnerships, bulk sales, online & social media, PR, and coordination with the operations team on equipment deployments.

78

Because B-cycle stations are modular, they can be installed by a skilled crew of 2-3 people in approximately one-half hour to one hour. No crane truck or other large equipment is required to install remove, or relocate stations. B-cycle stations arrive on site pre-constructed.

The Bike Transit / B-cycle / F&P team is an experienced team that deeply understands what aspects of the project must happen at what point to ensure a rollout that is on-time and on-budget. Once equipment is deployed, the launch strategy will culminate in a coordinated effort to showcase Santa Monica’s bike share system to the public, local electeds, and the media in order to maximize enthusiasm for the new bike share program while controlling the media message.

Timeline for rolloutBike Transit and B-cycle commit to a 9 month timeline, including Street Test, from contract to system go-live.

Please see the Gantt chart in Section 12 for a full timeline of activities leading to system launch. including some key milestones such as bike branding and site planning that must be completed to meet this timeline

Hours of operation/Partial shutdown abilityHours of Operation: Bike Transit intends to provide the residents and visitors to Santa Monica with a predictable, reliable and accessible transportation option. To achieve this, we believe that it is critical that bikes are available 24/7, 365 days a year at easy to find, designated locations. A transportation option that is available to users at times when conventional transportation closes provides a significant value proposition to all users. Bike share being largely self service allows for overnight operations without the increased overheads. Bike Transit will perform the following operations tasks at the hours described below:

Call center and Emergency Response: In an effort to balance maximum cost efficiency and a high level of customer service we propose to start by offering a call center from 7am to 7pm, 7 days a week. Data from other systems shows that 95% of calls come in during this time. During off hours customers will be routed to voice mail for general issues and will also be given an option to reach someone immediately in the event that their issue is an emergency. We commit to having a 24hr emergency response capability and will ensure that all emergencies are handled in line with the City’s policies and procedures. Each month the off hours call volume will be analyzed and if the data shows that call center hours should be extended partially or entirely to 24 hours we will be open to the consideration of those needs. During the winter months where the system is offline, Bike Transit proposes to provide call center services from 9am to 5pm Monday through Friday. The call center will answer emails questions and queries within 24 hours.

Redistribution: We propose that bicycle redistribution occur primarily before and during the early beginning of weekday rush hours of 6-10am and 3-6pm, and at night before any non-holiday weekday. Due to the high demand and increased traffic on the road during rush hours, and the low demand overnight, we do not to propose to rebalance stations during these hours. However we will monitor ride usage after launch and adjust hours to ensure service expectations are being met.

Bike and station maintenance: Routine and preventative maintenance will be scheduled between the daily peaks in demand to reduce any potential disruption to members. In the event of an emergency, we will have staff on stand-by to provide reliable and fast service to users.

Partial Shutdown: The B-cycle system is fully automated and can be controlled remotely. In the event that part, or all of the system needs to be shut down, stations can be individually, or collectively closed so that riders cannot make any rentals. The shutdown process is in real time so if there is an emergency requiring shutdown, it can be done within seconds of the directive being given. In this case, bikes can be returned, but not checked out.

79

5. Based on your experience, identify the pitfalls of other bikeshare programs in terms of issues such as, but not limited to, bicycle theft, maintenance and redistribution, and state your proposal to address these to avoid them.The Bike Transit/B-cycle team is extremely experienced in the launch and operation of bike share systems. Our experience launching and operating over 40 bike share systems in the US and Internationally has given us unequalled experience and through this we have developed solid policies, procedures and products. The three main areas that we deem the most critical and likely to impact negatively are the Launch, Equipment and Operations.

LaunchTo ensure a successful launch, Bike Transit will develop a comprehensive critical path from Contract Award through to project delivery. This critical path will include all elements of supply chain management, from color selection through to system configuration. It will include all site selection and planning deliverables and timelines, including public outreach and communication. Additionally, a full marketing plan with membership goals and launch events will be prepared. All dates and deliverables will be set after consultation with The City.

EquipmentThe largest single issue in the bike share industry is the reliability of equipment. Over the last 2-3 years, many new products have entered the market place with mixed success. The biggest issue we have seen is the use of untested equipment which has been rushed to market to meet increasingly tight deadlines. We firmly believe that testing equipment in an open market is fraught with disaster and leads to delays in launch and dramatic increases in operational costs. The B-cycle system is currently the longest operating system in North America with over 450 stations and 4000 bikes currently in operation. No other equipment provider can boast such a strong history of reliability. B-cycle is backed by Trek Bicycles and as such has a robust and reliable supply chain for all component pieces of the system, from inner tubes to kiosk touch screens. The uninterrupted supply of day to day items is crucial to the ongoing management and operation of a safe and reliable bike share system.

Bike Theft and VandalismB-cycle uses a proprietary dual front hub locking design and security hardware throughout the bicycle. The seat post uses proprietary theft resistant indexed post with easy to use proprietary four-finger clamp. The brake set is a Shimano IM40 all-weather internal brake system. The bicycle also has fully encased shroud housing, and has an optional built-in Kryptonite cable lock for users when they may need to step away from the bike for a moment. We believe this is the most reliable and secure system on the market.

OperationsBike Transit’s approach to operations is to develop a multi-skilled and flexible work force. We will cross train our staff for a variety of roles while giving them the freedom to innovate, excel and specialize within a given role. With a capable and empowered staff we expect to have the flexibility to adjust to changing system needs over time or on any given day. Bike Transit will implement a set of Standard Operating Procedures, and Safety and Health Procedures and provide full training to all staff members. These procedures will be adapted and tailored to the unique Santa Monica dynamics and our team will identify areas where service level improvements and efficiencies are possible, or where resources could be better utilized. Below is our summary of our approach to redistribution, station maintenance and bicycle maintenance:

Redistribution Bike Transit proposes a redistribution plan that maximizes availability of bicycles to the most possible users given finite financial – i.e. vehicle and human --resources. In broad terms, we propose approximately one rebalancing vehicle for every 35-50 stations, or 350-500 bikes. We propose that bicycle redistribution occur primarily before and during the early beginning of weekday rush hours of 6-10am, 3-6pm, and at night before any non-holiday weekday. We will use historical data and usage patterns to optimize “pre-balancing” late at night, and in the pre-rush hours, to maximize bicycle availability from high-demand stations. Redistribution crew utility is typically vastly diminished during peak rush hours due to competing traffic, which is why our focus will be on “staging” the system. If applicable and as user patterns dictate, our teams will explore the value of redistribution during peak rush hours using bicycles or other non-motorized means of redistribution.

80

On weekends, holidays and during non-rush hours on weekdays, redistribution will occur on an as-needed basis or as user patterns require, and vehicle resources will be reallocated for station maintenance, broken bike collection, cleaning, and other system needs.

Station MaintenanceEach station’s health, including telecommunications status, power, the status of each dock, number of bicycles and the station and number of empty docks, is monitored by our dispatch and call center staff, and issue and work orders are flagged for the on-street team. In the event that a kiosk or dock is not functioning properly or if the kiosk is out of communication, we will see this at the operations headquarters on the software dashboard in real-time, and dispatch a technician to respond. Unexpected maintenance and cleaning notifications are also reported by our mechanics during their daily visits to the stations.

Bike Maintenance:We will maintain detailed bike maintenance, repair and tracking records. Based on this ability to track bicycle maintenance, we can determine what components of the bike require maintenance and cleaning. Our maintenance program is built around manufacturer guidelines. We expect to visit every station every two weeks to check the bikes at those stations, do reactive bike maintenance in the warehouse when damaged bikes are flagged by the bike checkers, and undertake annual maintenance on every bike during the winter.

6. Describe your willingness and commitment to use public application program interfaces and make data available to outside applications developers.The B-cycle software was designed to allow interested independent third parties to easily develop mobile applications of their own. Open source “hooks” are available for qualified individuals who wish to develop local custom apps.7. Describe your commitment to ensure that data from this system is accessible to those who would like to generate reports and applications regarding systems on a national or world level?The Bike Transit and B-cycle team are committed to data transparency. We will work to make system data available on the public website. Raw data, cleaned of personally identifiable information, will be shared on the website so that those who would like to download it and generate reports are freely able to do so.8. Explain how your firm will support and advocate for bicycling in Santa Monica? What concrete programs or contributions will you make to encourage more people to ride? The City of Santa Monica completed in 2011 a bold and commendable Bike Action Plan that supports the vision of Santa Monica’s 2010 LUCE vision of “no net new vehicle trips”. The LUCE identified three overarching bicycle-related goals that the Bike Action Plan seeks to achieve:1. Create a complete network of high quality bicycle facilities.2. Ensure the bicycle network is attractive to cyclists of all ages and experience levels.3. Create a safe, comfortable cycling environment in the city through facility design and public education.

Bike share will make bicycling more accessible by introducing hundreds of bicycles to public spaces that will be used multiple times per day by a variety of different user types with varying experience levels. In and of itself, bike share, due to its visibility alone is an important component to help achieve all three LUCE goals related to bicycling because it will increase:• Awareness of bicycles as a transportation option• Bike facility use• Bike safety through increased bicycle mode share

The degree to which Santa Monica’s bike share program helps to achieve these goals will be a function of not just utilization but also integration into the larger bike advocacy and outreach community in Santa Monica, and beyond. In other words, we need to not only make sure the bikes are ridden frequently, but that it is promoted and utilized equitably, and that efforts to expand and promote the program equitably are coordinated regionally.

81

In addition to marketing efforts to promote bike share specifically, which include online, partnership, outreach, and bulk sales strategies, we are pleased to have the opportunity to partner with Cynthia Rose, Executive Director of Santa Monica Spoke, to both incorporate promotion of bike share into her other local advocacy efforts, and to increase her local advocacy efforts generally, with the goal of increasing bicycle ridership, awareness, and safety. Cynthia’s efforts would include activities such as:• Listening to and working with businesses and constituencies in Santa Monica impacted by the system, explain plans, negotiate compromises and work past obstacles in

implementation and operations;• Undertaking public outreach on behalf of Bike Transit to create partnerships with organizations and bike shops for membership and education about safe biking and using

bike share; and• Working with the City to ensure the bike share system is coordinating with other City cycling programs.

The Bike Transit team also sees the potential for bike share to flourish throughout the LA basin. Should that happen there will likely be a need for a coordinated integration effort of not just technology and finances, but also regional coordination of marketing, outreach, advocacy and safety efforts. Thinking about this larger effort of regional collaboration, we have enlisted the support of Livable Communities Consulting, led by Charlie Gandy. Based on his knowledge of bike share technologies and operations strategies combined with professional relationships with key executives and elected officials in Los Angeles, Long Beach and Orange County, Charlie can help expand regional bike share interests by representing Santa Monica’s interest in bike share regionally and coordinating Metro’s bike share strategy insuring ease of access for riders and smooth operations between local systems in Los Angeles County.

Through the combined efforts of Bike Transit, Santa Monica Spoke, and Livable Communities Consulting, we represent the best of all worlds: bike share specific program marketing and management, increased local bicycle advocacy and outreach, and regional bike advocacy and bike share coordination & collaboration.

82

90

CIT

Y O

F S

AN

TA M

ON

ICA

BID

DE

R I

NFO

RM

AT

ION

SH

EE

T

PRO

JEC

T/C

ON

TRAC

T N

O.:

BID

OPE

NIN

G D

ATE:

2/2

8/14

PR

OJE

CT

TITL

E: B

IKES

HA

RE

SYS

TEM

AN

D O

PER

ATIO

NS

D

BE G

OA

L FO

R C

ON

TRAC

T (IF

AN

Y):

12.5

%

THE

FO

LLO

WIN

G IN

FOR

MAT

ION

IS R

EQU

ESTE

D F

OR

ALL

CO

NTR

ACTO

RS

WH

O P

RO

VID

E A

BID

, PR

OP

OS

AL,

OR

Q

UO

TE, O

R W

HO

AR

E C

ON

TAC

TED

BY

TH

E P

RO

PO

SED

PR

IME

CO

NTR

ACTO

R.

THIS

INFO

RM

ATIO

N S

HO

ULD

B

E S

UB

MIT

TED

WIT

H Y

OU

R B

ID, P

RO

PO

SA

L, O

R Q

UO

TE.

IF Y

OU

AR

E T

HE

APP

AR

ENT

LOW

BID

DER

(OR

TH

E

SEC

ON

D O

R T

HIR

D L

OW

BID

DER

), TH

E IN

FOR

MAT

ION

SH

OU

LD B

E S

UB

MIT

TED

WIT

HIN

FO

UR

BU

SIN

ESS

DAY

S

OF

THE

BID

OPE

NIN

G D

ATE

. IN

FOR

MAT

ION

PR

OV

IDE

D W

ILL

BE

HE

LD IN

CO

NFI

DE

NC

E.

Firm

Nam

e:

B-c

ycle

, LLC

A

ddre

ss:

801

W. M

adis

on S

t., W

ater

loo,

WI 5

3594

C

ontra

ctor

’s L

icen

se N

umbe

r and

Cla

ss:

N/A

Te

leph

one:

92

0.47

8.21

91

Fa

csim

ile:

920

.478

.587

6 Ye

ars

in B

usin

ess:

6 (i

ncor

pora

ted

9/19

/200

8)

Is th

e fir

m c

urre

ntly

cer

tified

as

a D

BE?

o

Yes

þ

No

® I

f yes

, ind

icat

e ce

rtific

atio

n st

atus

: o

Bla

ck A

mer

ican

o

Asi

an-P

acifi

c Is

land

er

o N

ativ

e A

mer

ican

o

Wom

an

o

His

pani

c A

mer

ican

o

Sub

-con

tinen

t Asi

an A

mer

ican

an

d D

BE

Cer

tifica

tion

No.

: N

/A

Con

tract

item

s or

des

crip

tion

of w

ork:

Bik

e sh

are

equi

pmen

t and

inst

alla

tion

Dol

lar A

mou

nt o

f ite

ms

bid

on (t

his

cont

ract

): $

1,33

6,55

1 G

ross

Ann

ual R

ecei

pts

(last

yea

r):*

o

Less

than

$1

mill

ion

o

$1m

illio

n - $

5 m

illio

n

þ $5

mill

ion

- $10

mill

ion

o

$10

mill

ion-

$15

mill

ion

o

Ove

r $15

mill

ion

(Ple

ase

dupl

icat

e th

is fo

rm a

nd p

rovi

de in

form

atio

n on

all

bidd

ers.

)

The C

iTy o

f Sa

nTa

Mo

niC

a T

ha

nkS

yo

u f

or y

ou

r a

SSiS

Tan

Ce.

__

__

__

__

__

*Th

is in

for

maT

ion is

req

ues

Ted p

ur

sua

nT

To f

eder

al

law

.

91

CIT

Y O

F S

AN

TA M

ON

ICA

BID

DE

R I

NFO

RM

AT

ION

SH

EE

T

PRO

JEC

T/C

ON

TRAC

T N

O.:

BID

OPE

NIN

G D

ATE:

2/2

8/14

PR

OJE

CT

TITL

E: B

IKES

HA

RE

SYS

TEM

AN

D O

PER

ATIO

NS

D

BE G

OA

L FO

R C

ON

TRAC

T (IF

AN

Y):

12.5

%

THE

FO

LLO

WIN

G IN

FOR

MAT

ION

IS R

EQU

ESTE

D F

OR

ALL

CO

NTR

ACTO

RS

WH

O P

RO

VID

E A

BID

, PR

OP

OS

AL,

OR

Q

UO

TE, O

R W

HO

AR

E C

ON

TAC

TED

BY

TH

E P

RO

PO

SED

PR

IME

CO

NTR

ACTO

R.

THIS

INFO

RM

ATIO

N S

HO

ULD

B

E S

UB

MIT

TED

WIT

H Y

OU

R B

ID, P

RO

PO

SA

L, O

R Q

UO

TE.

IF Y

OU

AR

E T

HE

APP

AR

ENT

LOW

BID

DER

(OR

TH

E

SEC

ON

D O

R T

HIR

D L

OW

BID

DER

), TH

E IN

FOR

MAT

ION

SH

OU

LD B

E S

UB

MIT

TED

WIT

HIN

FO

UR

BU

SIN

ESS

DAY

S

OF

THE

BID

OPE

NIN

G D

ATE

. IN

FOR

MAT

ION

PR

OV

IDE

D W

ILL

BE

HE

LD IN

CO

NFI

DE

NC

E.

Firm

Nam

e:

Liva

ble

Com

mun

ities

, Inc

. A

ddre

ss:

38 O

rang

e Av

e Lo

ng B

each

CA

908

02

Con

tract

or’s

Lic

ense

Num

ber a

nd C

lass

:

Tele

phon

e:

5622

9876

81

Fa

csim

ile:

Ye

ars

in B

usin

ess:

16

yea

rs

Is

the

firm

cur

rent

ly c

ertifi

ed a

s a

DB

E?

o Ye

s

xx

No

® I

f yes

, ind

icat

e ce

rtific

atio

n st

atus

: o

Bla

ck A

mer

ican

o

Asi

an-P

acifi

c Is

land

er

o N

ativ

e A

mer

ican

o

Wom

an

o

His

pani

c A

mer

ican

o

Sub

-con

tinen

t Asi

an A

mer

ican

an

d D

BE

Cer

tifica

tion

No.

:

Con

tract

item

s or

des

crip

tion

of w

ork:

Loc

al o

utre

ach

& re

gion

al c

olla

bora

tion

Dol

lar A

mou

nt o

f ite

ms

bid

on (t

his

cont

ract

): $

20k

Gro

ss A

nnua

l Rec

eipt

s (la

st y

ear):

*

xx

Les

s th

an $

1 m

illio

n

o $1

mill

ion

- $5

mill

ion

o

$5 m

illio

n - $

10 m

illio

n

o $1

0 m

illio

n-$1

5 m

illio

n

o O

ver $

15 m

illio

n

(Ple

ase

dupl

icat

e th

is fo

rm a

nd p

rovi

de in

form

atio

n on

all

bidd

ers.

)

The C

iTy o

f Sa

nTa

Mo

niC

a T

ha

nkS

yo

u f

or y

ou

r a

SSiS

Tan

Ce.

__

__

__

__

__

*Th

is in

for

maT

ion is

req

ues

Ted p

ur

sua

nT

To f

eder

al

law

.

93

CIT

Y O

F S

AN

TA M

ON

ICA

BID

DE

R I

NFO

RM

AT

ION

SH

EE

T

PRO

JEC

T/C

ON

TRAC

T N

O.:

BID

OPE

NIN

G D

ATE:

2/2

8/14

PR

OJE

CT

TITL

E: B

IKES

HA

RE

SYS

TEM

AN

D O

PER

ATIO

NS

D

BE G

OA

L FO

R C

ON

TRAC

T (IF

AN

Y):

12.5

%

THE

FO

LLO

WIN

G IN

FOR

MAT

ION

IS R

EQU

ESTE

D F

OR

ALL

CO

NTR

ACTO

RS

WH

O P

RO

VID

E A

BID

, PR

OP

OS

AL,

OR

Q

UO

TE, O

R W

HO

AR

E C

ON

TAC

TED

BY

TH

E P

RO

PO

SED

PR

IME

CO

NTR

ACTO

R.

THIS

INFO

RM

ATIO

N S

HO

ULD

B

E S

UB

MIT

TED

WIT

H Y

OU

R B

ID, P

RO

PO

SA

L, O

R Q

UO

TE.

IF Y

OU

AR

E T

HE

APP

AR

ENT

LOW

BID

DER

(OR

TH

E

SEC

ON

D O

R T

HIR

D L

OW

BID

DER

), TH

E IN

FOR

MAT

ION

SH

OU

LD B

E S

UB

MIT

TED

WIT

HIN

FO

UR

BU

SIN

ESS

DAY

S

OF

THE

BID

OPE

NIN

G D

ATE

. IN

FOR

MAT

ION

PR

OV

IDE

D W

ILL

BE

HE

LD IN

CO

NFI

DE

NC

E.

Firm

Nam

e:

Fehr

& P

eers

A

ddre

ss:

201

San

ta M

onic

a B

l. #5

00, S

anta

Mon

ica,

CA

904

01

Con

tract

or’s

Lic

ense

Num

ber a

nd C

lass

: N

/A

Tele

phon

e:

(310

) 458

-991

6 Fa

csim

ile:

(310

) 763

-399

4Ye

ars

in B

usin

ess:

29

Is th

e fir

m c

urre

ntly

cer

tified

as

a D

BE?

o

Yes

X

No

® I

f yes

, ind

icat

e ce

rtific

atio

n st

atus

: o

Bla

ck A

mer

ican

o

Asi

an-P

acifi

c Is

land

er

o N

ativ

e A

mer

ican

o

Wom

an

o

His

pani

c A

mer

ican

o

Sub

-con

tinen

t Asi

an A

mer

ican

an

d D

BE

Cer

tifica

tion

No.

:

Con

tract

item

s or

des

crip

tion

of w

ork:

Tra

nspo

rtatio

n Pl

anni

ng

D

olla

r Am

ount

of i

tem

s bi

d on

(thi

s co

ntra

ct):

$70

,000

G

ross

Ann

ual R

ecei

pts

(last

yea

r):*

o

Less

than

$1

mill

ion

o

$1m

illio

n - $

5 m

illio

n

o $5

mill

ion

- $10

mill

ion

o

$10

mill

ion-

$15

mill

ion

X

Ove

r $15

mill

ion

(Ple

ase

dupl

icat

e th

is fo

rm a

nd p

rovi

de in

form

atio

n on

all

bidd

ers.

)

The C

iTy o

f Sa

nTa

Mo

niC

a T

ha

nkS

yo

u f

or y

ou

r a

SSiS

Tan

Ce.

__

__

__

__

__

*Th

is in

for

maT

ion is

req

ues

Ted p

ur

sua

nT

To f

eder

al

law

.

94

DBE STATEMENT

Bicycle Transit Systems and B-cycle are committed to meeting the DBE goal for the Santa Monica Bike Share system. We interpret the 12.5% of the purchase, construction and installation of the system to be approximately $250,000. Meeting such a goal during the startup phase alone requires research and partnership with the right companies for shipping, trucking, storage, assembly. Given the short timeframe for this RFP, we have not yet identified the companies, but should we be awarded the contract, are committed to identifying and contracting with such partners.

AGREEMENT TO TERMS AND CONDITIONS

Item #19 on page 9 of the RFP states that the proposer must identify portions of the City’s terms and conditions that it objects to. Bike Transit has reviewed the City’s Terms and Conditions presented in F-6, and agrees with everything, except for a performance bond. The City’s standard contract terms note the potential use of a performance bond. As a young company, Bike Transit does not expect to have access to a performance bond. We believe that such a bond is not necessarily appropriate given that the bulk of Bike Transit’s work is to organize and establish a service operation. Also, we believe that concerns the City may have regarding our performance can be protected through a combination of frequent progress reports, payment deferrals, and making payments directly to our sub-contractors. It is not possible for Bike Transit to post a formal performance bond, however.

99

CIT

Y O

F SA

NTA

MO

NIC

APE

RSO

NN

EL &

BEN

EFIT

S IN

FOR

MAT

ION

Bidd

ers

are

requ

ired

to p

rovi

de th

e fo

llow

ing

pers

onne

l and

ben

efits

info

rmat

ion,

whi

ch w

ill be

use

d by

City

sta

ff as

a to

ol to

con

duct

bid

eva

luat

ion

and

cost

ana

lysi

s fo

r in-

hous

e ve

rsus

ou

tsou

rced

ser

vice

s. P

leas

e us

e a

sepa

rate

she

et o

f pap

er if

the

spac

es b

elow

are

not

suf

ficie

nt.

1.

Plea

se in

dica

te th

e nu

mbe

r of s

uper

viso

rs/m

anag

ers

assi

gned

to th

is w

ork:

4

Plea

se p

rovi

de th

e re

ques

ted

info

rmat

ion

belo

w fo

r the

se e

mpl

oyee

s.

Li

st m

ultip

le e

mpl

oyee

s in

the

sam

e jo

b cl

assi

ficat

ion

sepa

rate

ly.

At

tach

add

ition

al p

ages

if n

eces

sary

.

Title

# of

Ann

ual H

ours

Hou

rly R

ate

1.G

ener

al M

anag

er20

80$3

1.73

2.La

unch

Man

ager

607

(par

t yea

r)$3

1.73

3.S

uper

viso

r – B

ike

Dep

t.20

80$1

8.00

4.M

arke

ting

& C

usto

mer

Svc

Mgr

2080

$25.

96

5.$

6.$

2.

Plea

se in

dica

te th

e nu

mbe

r of f

ull-t

ime

empl

oyee

s as

sign

ed to

this

wor

k: 3

Pl

ease

pro

vide

the

requ

este

d in

form

atio

n be

low

for t

hese

em

ploy

ees.

List

mul

tiple

em

ploy

ees

in th

e sa

me

job

clas

sific

atio

n se

para

tely.

Atta

ch a

dditi

onal

pag

es if

nec

essa

ry.

Title

# o

f Ann

ual H

ours

Hou

rly R

ate

1.B

ike

Che

cker

2080

$15.

50

2.B

ike

Reb

alan

cer

2080

$15.

50

3.C

all C

ente

r Cus

t. S

vc. A

gent

2080

$15.

50

4.$

5.$

6.$

100

•N

UM

BER

OF

EMPL

OYE

ES A

FFEC

TED

BY

LIVI

NG

WAG

E: 8

3.

Do

your

em

ploy

ees

rece

ive

paid

vac

atio

ns?

If so

, how

man

y da

ys p

er y

ear.

This

is to

be

dete

rmin

ed, b

ut th

e ex

pect

atio

n is

10

pers

onal

tim

e of

f (P

TO) d

ays

per y

ear f

or fu

ll-tim

e em

ploy

ees,

app

licab

le to

vac

atio

n, s

ick

and

pers

onal

leav

e. _

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

___

4.

Do

your

em

ploy

ees

rece

ive

paid

sic

k da

ys?

If so

, how

man

y da

ys p

er y

ear.

This

will

be p

art o

f the

PTO

allo

wan

ce.

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

5.

Plea

se li

st a

ll pa

id h

olid

ays,

if a

ny.

New

Yea

rs D

ay, M

emor

ial D

ay, 4

th o

f Jul

y, L

abor

Day

, Tha

nksg

ivin

g, C

hris

tmas

. (sy

stem

sta

ys in

op

erat

ion

thro

ugho

ut th

ese

and

othe

r hol

iday

s) _

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

___

6.

Do

your

em

ploy

ees

rece

ive

paid

med

ical

ben

efits

(e.g

., he

alth

, den

tal,

visi

on)?

If y

es, d

o th

ey

cont

ribut

e to

the

ir m

edic

al,

dent

al,

and/

or v

isio

n in

sura

nces

or

are

they

ful

ly c

over

ed b

y th

e co

mpa

ny?

Bene

fit p

lans

are

stil

l bei

ng a

rran

ged,

but

our

goa

l is

for f

ull-t

ime

empl

oyee

s to

be

offe

red

a lim

ited

heal

th/m

edic

al p

lan

(no

dent

al o

r vis

ion)

. Em

ploy

ees

will

cont

ribut

e th

roug

h co

st-

shar

ing,

with

a ta

rget

of k

eepi

ng c

over

age

at le

ast a

t the

AC

A “b

ronz

e” m

inim

ums,

and

the

empl

oyee

cos

t bel

ow 9

.5%

of w

ages

. B

ike

Tran

sit i

s st

ill ev

alua

ting

pote

ntia

l pla

ns.

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

7.

Do

your

em

ploy

ees

rece

ive

life

insu

ranc

e? If

yes

, do

they

con

tribu

te to

thei

r life

insu

ranc

e or

are

th

ey fu

lly c

over

ed b

y th

e co

mpa

ny?

No

life

insu

ranc

e is

offe

red.

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

8.

Do

your

em

ploy

ees

rece

ive

any

type

of p

ensi

on (e

.g.,

401k

) or j

ust s

ocia

l sec

urity

? If

you

do o

ffer

401k

, doe

s th

e co

mpa

ny m

atch

the

empl

oyee

s’ c

ontri

butio

n to

the

prog

ram

?

Bike

Tra

nsit

has

no 4

01(k

) or o

ther

retir

emen

t ben

efit a

t thi

s tim

e.__

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

_

9.

Doe

s yo

ur c

ompa

ny p

rovi

de a

ny s

afet

y eq

uipm

ent (

e.g.

, bac

k br

ace,

uni

form

s, w

orki

ng b

oots

, go

ggle

s, e

tc.)

to y

our e

mpl

oyee

s? If

so,

ple

ase

list a

ll ite

ms.

Safe

ty p

olic

ies

and

proc

edur

es a

re p

ublis

hed

to e

mpl

oyee

s an

d tra

inin

g pr

ovid

ed.

Per

sona

l pr

otec

tive

equi

pmen

t inc

lude

s:

For o

utdo

or w

ork:

hat

s, s

unsc

reen

, lon

g-sl

eeve

d sh

irts.

For b

ike

ridin

g: h

elm

ets,

hig

h-vi

sibi

lity

shirt

s, b

ike

light

sFo

r bik

e/st

atio

n w

ork:

gog

gles

, glo

ves,

ear

pro

tect

ion,

kne

e pa

ds, h

ard

hats

(dep

endi

ng o

n ar

ea),

stee

l toe

boo

ts (d

epen

ding

on

area

– c

ompa

ny re

imbu

rses

$25

afte

r 6 w

eeks

)Fo

r lift

ing:

han

d tru

cks,

fore

arm

fork

lifts

, bac

k br

aces

.

101

____

____

____

____

____

____

____

____

____

____

____

____

____

____

____

___

10. D

oes

your

com

pany

issu

e an

em

ploy

ee h

ando

ut [

i.e.

a bo

okle

t or

doc

umen

ts t

hat

stat

e th

e be

nefit

s (e

.g.,

heal

th in

sura

nce,

retir

emen

t pro

gram

s, e

tc.)

to n

ew h

ires]

?

Ye

s, fo

r ful

l tim

e em

ploy

ees

only

X

Ye

s, fo

r ful

l tim

e an

d pa

rt tim

e em

ploy

ees

only.

If

yes

for e

ither

full t

ime

or p

art t

ime

empl

oyee

s, p

leas

e su

bmit

a co

py o

f thi

s

doc

umen

t w

ith th

e ot

her i

nfor

mat

ion

requ

este

d.

N

o, p

leas

e st

ate

the

bene

fits

offe

red

to e

mpl

oyee

s of

your

com

pany

bel

ow (a

ttach

add

ition

al

shee

ts if

nec

essa

ry).

The

Empl

oyee

Han

dboo

k is

stil

l bei

ng d

evel

oped

, and

will

be s

ubm

itted

whe

n co

mpl

ete.

As

indi

cate

d ab

ove,

the

empl

oym

ent b

enefi

ts p

rogr

am (P

TO a

nd h

ealth

/med

ical

insu

ranc

e) is

stil

l be

ing

arra

nged

. A

des

crip

tion

of th

at w

ill be

pro

vide

d in

the

hand

book

. ___

____

____

____

___

____

____

____

____

____

____

____

____

____

____

____

___

102

103

105

109