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Amherst-Chicopee-Easthampton-Holyoke-Northampton-SHadley-WSpringfield-PVPC-UMass signedValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 1 of 6 Memorandum of Understanding for ValleyBike Share By and between all participating Municipalities, UMass-Amherst, and PVPC In accordance with M.G.L. c 40, Section 4A, this Memorandum of Understanding (“MOU”) is agreed to by and among the municipalities of Amherst, Chicopee, Easthampton, Holyoke, Northampton, Springfield, South Hadley, West Springfield, and such other municipalities that join later, and the Pioneer Valley Planning Commission and the University of Massachusetts, Amherst, each a “Party” and, collectively, the “Parties.” This MOU creates a shared regional collaboration for purposes of managing and operating a bike share system (“ValleyBike”), serving the member communities, as described more particularly herein. WHEREAS, ValleyBike is an integrated bike share system that extends the public transit system, reduces single-occupancy vehicle trips, provides short-range commuting and travel alternatives, provides affordable mobility, provides opportunities for exercise, and reduces vehicle miles traveled and greenhouse gas emissions. WHEREAS, as part of broader goals to create more sustainable communities and promote healthy non- motorized transportation alternatives, the Parties wish to implement and operate ValleyBike; WHEREAS, the Parties have recognized the funding and sponsorship opportunities and the service and efficiency benefits from a collectively managed system reduce costs to all Parties; WHEREAS, it is the intent of the Parties that this Memorandum of Understanding supersedes all prior MOUs pertaining to the operation of ValleyBike. WHEREAS, the Parties have agreed to work together to seek grants, sponsorship, and other funding to implement and expand ValleyBike. The contracts between the City of Northampton, as the lead community for ValleyBike and the ValleyBike vendor or vendors, as may be amended from time to time, are available at www.northamptonma.gov/1599/ValleyBike, attached hereto by reference. The contracts are not binding on communities that are not signatories to those contracts. The contracts provide the background required to understand the obligations each community must make under this MOU to participate in ValleyBike, including obtaining the necessary local approvals, procuring and installing concrete pads and electrical supplies, describing the ownership of bike share equipment in each community, and commitments to ValleyBike through December 1, 2025. In addition, such documents designate Northampton as the lead community for ValleyBike by virtue of its contracts with the Vendor (as defined below) and its receipt of MassDOT Congestion Mitigation and Air Quality Bike Share funding (“CMAQ”). WHEREAS, it is the hope, but not the obligation, of the Parties that ValleyBike will continue for as long as there is a public need for services provided by the program, with maintenance, operations, and regular equipment replacement covered by the Vendor, funded by user fees and sponsorships, with no additional costs to local communities. NOW, THEREFORE, the parties agree to work together to advance ValleyBike as follows: 1. Purpose of Memorandum The purpose of this MOU is to organize the implementation and operation of ValleyBike and provide for a mutual agreement on the operation of that system. 2.ValleyBike Vendor (“Vendor”) ValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 2 of 6 The Lead Community (as defined below) has a contract with the Vendor to operate ValleyBike in accordance with the scope of services approved by MassDOT and Federal Highway Administration (see above link for contacts). The contract provides the legal detail, but in summary the Vendor will deploy bike share bicycles at stations along rail and transit lines, and other areas of dense population or employment, and other key destinations located in its member municipalities and other entities. The Vendor will provide bicycles for use by program members (e.g. memberships may be daily, weekly, and annually) from unattended stations, incentivizing short-term use (e.g. up to 45 minutes). The bicycles will be tamper and vandalism resistant and will employ radio-frequency identification smartcards and wireless and internet technologies to coordinate and track bicycle pick-up, drop-off, and subscriber information. This advanced technology system will track user demand and provide a mechanism to maintain a balanced distribution of bikes within each host community, and the desirable number of bikes and spare parking within each station. The Vendor holds the naming rights to the system if they sign a non-partisan system-wide named sponsor. 3.ValleyBike Advisory Group (“advisory group”) a.The Parties agree to work together through a ValleyBike advisory group that will make recommendations including but not limited to ValleyBike policy decisions, CMAQ scope of services, Vendor Requests for Proposals, Vendor selection, Vendor contracts and contract amendments, the activities of the parties, and otherwise the implementation and operation of ValleyBike in coordination with the Lead Community. b.The advisory group will have one designated representative and one alternate representative (who acts in the absence of the designated member) appointed by the Chief Executive or authorized officer from each Party. c.Each Party will establish its own internal decision-making processes for managing its components of ValleyBike consistent with the approved contracts and scope of services (see above link for contracts and scope), and this MOU. d.The advisory group shall hold such meetings as it deems necessary, with meetings coordinated by the Program Administrator (as defined below). e.Notwithstanding the above, the advisory group shall make only non-binding recommendations to the Lead Community with the MassDOT CMAQ contract, the contract with the Vendor, and the fiduciary and legal responsibilities under those contracts (see above link for contracts). f.The Parties understand that the advisory group has already approved the 2020 CMAQ scope of services, MassDOT/Northampton contract, and terms for the ValleyBike 2020 request for bids. g.The advisory group shall use good faith efforts to reach consensus in resolving all matters. For matters involving contracts with the Lead Community, the Lead Community shall have final say, provided that the Lead Community may not make new financial and policy commitments beyond that included in this MOU without amending this MOU with approval of all of the Parties or other advance written agreement. 4. Responsibilities of Municipalities and Entities Hosting ValleyBike stations a.Role of Lead Community and Program Administrator Northampton is designated to serve as Lead Community, and the Program Administrator will be the Northampton Director of Planning & Sustainability or their designee. As Lead Community for ValleyBike, Northampton will oversee the CMAQ grant contract, the vendor contract, along with other contracts and vendors hired using CMAQ, the funding identified in this MOU, and other ValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 3 of 6 potential funding sources. The Lead Community has the right to transfer its Lead Community to another municipal, Joint Powers Entity, or regional not-for profit entity, subject to input and majority vote from the MOU parties, if that entity agrees to take on all of its responsibilities and obligations under this MOU, with the sole reason for a no vote being that the criteria in this sentence are not met. b.Role of all MOU parties and signatories (1)Each Party agrees to commit to participating in ValleyBike as herein provided until December 1, 2025, to accepting ownership of bicycle share station and bicycle equipment designated for and agreed to by that community, to coordinating with other municipal or university agencies (including but not limited to building, public works, police, fire, and risk manager) with the understanding that the equipment is owned by that Party accepting the equipment, subject to the terms of this MOU and the contracts that it references. (2) Subject to the annual appropriation of adequate funding, each party agrees to pay their respective share (see table below) of $70,750 in annual funding for each fiscal year 2020 to 2025 to the Lead Community to fund necessary Program Administrator staff time, direct costs, and consultants (but not to include member municipality/university direct costs of staff, station design, capital costs, electricity, etc.). Springfield, and any other Party with approval of the Lead Community, may make its payments in the following fiscal year of the table below, provided that all payments are due and paid on or before July 31st immediately following the fiscal year set forth in the table (below). Annual funding responsibilities for each municipality and funding entity is: Municipality and UMass-Amherst Annual Amount Due FY2020 through FY2025 Amherst $ 7,295 Chicopee $ 5,444 Easthampton $ 6,370 Holyoke $ 9,610 Northampton $12,387 South Hadley $ 5,444 Springfield $12,387 West Springfield $ 4,981 University of Massachusetts-Amherst $ 6,833 TOTAL $70,750 (3) Each party is responsible for the local coordination and implementation of bicycle share elements within its respective jurisdiction including: Choosing and/or advising the vendors on kiosk and bike share station sites. The Vendor, Program Administrator, and host municipality or other entity must agree to each bike share station site prior to locating any station or kiosk. For each new bike share station, the host municipality or entity shall ensure that: o The station is on public property, public ways, or other land controlled by a public use easement or right-of-way agreement extending at least to the end of this MOU. o The concrete station pad and electric supply, and all on-going electric costs are provided for and paid by that host, comply with the Vendor’s specifications, are built in accordance with prevailing wage and public procurement and bidding requirements, and have all necessary permits. Engaging local stakeholders, promoting, and marketing ValleyBike. ValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 4 of 6 Assisting the Vendor and the Program Manager in identifying and soliciting local sponsors and grants to financially support and expand the system, promote and engage the community to promote ValleyBike membership. c. Role of Pioneer Valley Planning Commission (“PVPC”) PVPC will serve the following roles: (1)For as long as there is available funding in the Pioneer Valley Metropolitan Planning Organizations Unified Planning Works Program, PVPC will provide advice and recommendations and serve on the advisory committee and will provide the annual reports to MassDOT in compliance with CMAQ reporting requirements. The Lead Community/Program Administrator shall do this work if PVPC does not receive funding. (2)The Lead Community may hire PVPC as a Vendor to ValleyBike when funding is available for that work. A separate scope of services shall be developed for any such work. (3)PVPC may also serve as a vendor/consultant to help guide and manage ValleyBike if funding is available and it is formally requested by the lead community and the ValleyBike advisory group. d. Role of Vendors The Vendor and its sub-contractors, and other vendors hired by the Lead Community with CMAQ and other funding under this MOU will develop and implement ValleyBike, including hardware, software, operation, maintenance, marketing, sponsorship, advertising, and any other implementation steps. The Vendor(s) will sign a contract with the Lead Community on behalf of all Parties which delineates all responsibilities and obligations 5. Financial Management The Lead Community will manage all funds from CMAQ funding, from contributions from the signatories to program administration expenses, and from other grants to the Lead Community on behalf of ValleyBike. The Lead Community will contract and select the primary and any other Vendors to assist it in the bike share implementation to the extent that Funding exists. The Lead Community shall maintain financial records and other required reports required under the terms of its MassDOT-CMAQ contract and its standard financial practices. 6. Implementation Policies a.The parties agree that if any Party fails to sign this MOU, provide the station locations, station pads and electric supply, funding required under this MOU, or fails to exercise good faith efforts to make ValleyBike viable, the Lead Community and Program Administrator will not allocate that Party with bicycles or bicycle share stations. The advisory committee may suggest reallocating station and bicycle sharing to another host community, with such distribution being done, to the extent possible, to other remaining partners based on each party’s existing and FY2020-FY2022 CMAQ funded bike share stations out of the overall ValleyBike System. b.The parties agree that if a specific bicycle location/station does not generate use, the Vendor, after consultation with the host community and Lead Community, can reallocate the equipment to a higher demand area within that host community. 7. Withdrawal from MOU and/or Commitment to Participation The Parties understand that ownership of bicycles and stations will be by the host community or institution. This ownership comes with responsibilities MassDOT, the Federal Highway Administration, and all the signatories to this MOU to maintain their system, as detailed in the following paragraph. ValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 5 of 6 The parties acknowledge that in signing this MOU and accepting bicycles and bicycle share stations and commitments, they are obligated to the each other, to the Lead Community, to MassDOT and the Federal Highway Administration, and to the Vendor to remain part of ValleyBike to December 1, 2025. Early withdraw or lack of the annual payments set forth in Section 4 (above) will make communities solely responsible for the obligations to MassDOT, to Federal Highway Administration, and to the Vendor, as set forth in the MOU. The Parties acknowledge that under the CMAQ contracts, regardless of the Vendor contract, they are obligated to operate those bicycles and stations until December 1, 2023 and if they cease to so operate they shall be solely responsible for their share of any MassDOT or Federal Highway claw-back or value recapture and are vulnerable to penalties, damages, torts, or claims from the Lead Community as a result of leaving ValleyBike before the obligation outlined in this section. Liabilities under the contract with the Vendor shall not apply if a party ceases to operate the ValleyBike system due to the Vendor’s failure to perform or comply with any material term of its contract with the Lead Community with respect to that party and such failure is not cured within a reasonable period of time after written notice thereof is provided to the Vendor. The three year liability under the MassDOT contract, however, shall remain even if the Vendor fails to perform. 8.ValleyBike Understanding It is the signatories’ expectations that all efforts will be made to achieve the following objectives to keep ValleyBike costs manageable: The parties, in their best judgement, will support the Vendor in its efforts to seek corporate sponsorships, advertising and grant funds to defray operating costs to the extent feasible. There is no obligation to allow the Vendor to use any Party’s logos or marks; The parties will provide technical, staff, and leadership support to the Vendor in its effort to promote the system, safeguard equipment, and operate a successful bike share program. In signing this MOU, the signatories represent that they have funds for the 2020 calendar year. Any future obligations of the municipal parties shall be subject to appropriation of funds and compliance with any and all applicable laws, rules and regulations. The parties acknowledge that they will no longer be able to participate in ValleyBike if they do not provide the funding required under this agreement, but that a lack of funding does not in any way relieve Parties of their obligations to MassDOT, Federal Highway, or the Lead Community as a result of leaving ValleyBike before the obligation as outlined above. 9. Amendment of MOU This MOU is a legal contract and may only be amended upon written agreement from all of the parties and upon approval by the authorized municipal or institutional signatory in accordance with M.G.L. c. 40 Section 4A. In order to attract sponsors to ensure that ValleyBike remains financially viable with no new community obligations, it is the intention of the parties, subject to an annual written agreement, to extend this MOU for one year each year, so that at the beginning of each ValleyBike season the MOU will be valid for five years, so as to allow the Vendor contract to likewise be extended annually so it is valid for five years. This intention, however, creates no obligations on the signatories. 10. Authorization/Effective Date This MOU has been authorized by approval of the Mayor or the Board of Selectmen, as applicable, in accordance with the MGL Chapter 40, Section 4A, and by vote of the Pioneer Valley Planning Commission and the University of Massachusetts. This MOU will become effective when it is signed by two or more participating parties. 3/10/2020 ValleyBike Share Memorandum of Understanding (v.3.1.2020)-Page 6 of 6 11. Termination This MOU, if not superseded by a subsequent agreement in writing, shall terminate on December 1, 2025. This MOU may be executed in counterparts, each of which shall be deemed an original, and all of which together shall constitute the same instrument. Signed: Mayor, City of Northampton Date ____________________________________________________________________________________ Town Manager, Town of Amherst Date ____________________________________________________________________________________ Mayor, City of Chicopee Date Mayor, City of Easthampton Date Mayor, City of Holyoke Date Mayor, City of Springfield Date Town Administrator, Town of South Hadley Date _____________________________________________________________________________________ Mayor, Town of West Springfield Date Executive Director, Pioneer Valley Planning Commission Date Chancellor, University of Massachusetts Date May 7, 2020 5/26/20