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NON-PRICE PROPOSAL FOR VALLEY BIKESHARE PROGRAM (Shift Transit)Shift Transit Response to City of Northampton Office of Planning &Sustainability REQUEST FOR PROPOSAL: GOODS &SERVICES FOR VALLEYBIKE SHARE PROGRAM OPERATIONS NON-PRICE PROPOSAL January 31,2024 SHIFT TRANSIT VALLEYBIKE SHARE RFP- NON PRICE PROPOSAL January 31, 2024 Carolyn Misch Director of Planning & Sustainability City of Northampton 210 Main St, 2nd Floor Northampton, MA 01060 Dear Carolyn, Thank you for the opportunity to submit a proposal to oversee the management, operations, and expansion of the ValleyBike Share program. This is an extremely exciting opportunity for us and we are honored to be able to provide a response to this RFP. Shift Transit is a leading mobility operations company, managing over 30,000 assets on a daily basis including bikes, scooters, and micro transit vehicles. We currently power bike share systems in Toronto, Detroit, Portland, Chattanooga, Tucson and Chicago. In 2023 alone, 8 million trips were taken across 10 programs throughout North America on Shift Transit platforms. In addition to being one of the largest micromobility operators in North America, Shift is also the most agile and flexible operator in the industry. Our breadth of experience in bike sharing, car sharing, scooter sharing and fleet management coupled with our extensive experience in quickly rightsizing our local teams, uniquely positions us to provide both flexible and customizable operations to fit our client’s changing business needs. Shift Transit was created to provide best-in-class operations and management solutions for mobility providers. Led by an executive team with decades of experience in managing globally recognized mobility programs, Shift Transit's ultimate mission is to provide its clients with exceptional service, allowing them to focus on building their businesses. With our submission to the City of Northampton’s RFP, we believe Shift is extremely well-qualified and uniquely suited to help relaunch the ValleyBike Share program, while setting it up for long-term success and sustainable growth. We have extensive experience transitioning programs of similar size and scope from previous vendors quickly, efficiently, and within budget, and have a proven track record of growing ridership and revenue for our clients after taking over operations. We look forward to the opportunity of partnering to build a long-term vision for ValleyBike Share that focuses on financial sustainability, scalability and an inclusive bike share transportation option for locals, residents and visitors alike. Let’s Ride! Edward Inlow Chief Executive Officer Shift Transit 1 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Shift Transit:Who we are and what we do 2 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Shift Transit’s Footprint Across North America Shift Transit Executive Team 3 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY What You Get With Shift Transit Shift’s versatility and depth of experience in mobility operations is unmatched in the industry with experience managing bike sharing,scooter sharing,car sharing and micro transit programs throughout North America. FINANCIALLY SUSTAINABLE PARTNER Shift Transit has an extremely strong balance sheet with zero debt and has been profitable in each of the past 7 years.We would be happy to confidentially disclose our financial statements for the City to review.We believe in long term partnerships and approach client programs and budgets no differently than our own.We are extremely proud that all of our bike share programs are thriving financially with a focus on increasing both rider and non-rider revenues while driving down operating costs.We are without a doubt the most efficient and most affordable high-quality and full-service bike share operator in the industry and we pass those savings on to our partner cities. 4 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY 5 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY 6 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY 7 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Terrific Results At Tremendous Value Shift Transit has a proven track record of delivering world class bike share operations at a tremendous value to our city clients: -Unlike many of our competitors,we spend resources at the local level and do not squander city funding on excessive staff headquarters or corporate overhead -We utilize best-in-class software and systems to ensure operations are run as efficiently as possible -Operationally,we are directly responsible for the success of the program.Every single bike we touch,station we inspect,and member key we send out is done by Shift Transit employees,not subcontractors. Shift Transit is confident we can deliver world-class operations to member jurisdictions at our noted price point because we have a proven track record of doing it in multiple Shift managed markets. 8 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Collaborative At Our Core Shift Transit has a long history of close collaboration with our clients and the various stakeholders that have an interest in the success of the systems we operate.We strongly urge you to contact our references to learn more about how we’ve transitioned multiple bike share programs and the initiatives we’ve implemented to lead them to the record-breaking success. We’ve also made it a point to work closely with a number of different hardware and software providers in the industry,as we acutely understand how dynamic the mobility space is and how a one-size-fits-all approach is a recipe for failure.We look forward to working with the different ValleyBike Share partners to focus on what’s most important –the long-term health and success of the system for all the regional residents and visitors. To reinforce this point,Shift Transit is solely focused on mobility operations and does not own or have a financial stake in any company that manufactures mobility assets.Operating small,mid and large-scale mobility systems in a variety of verticals is what we do,and do well,and we have no competing business interests that would create a real (or the impression of a)conflict of interest. What you see is what you get with us –a management team with a 30-year track record of success,a roll-your-sleeves-up attitude,and a passion for mobility.It is our core responsibility to execute on your vision and set ourselves up for long-term,sustainable success.Period. Transition Experts At its core,Shift Transit is an organization that excels in seamlessly transitioning mobility programs and catapulting them to renewed and lasting success. Of our existing 10 mobility business units,more than half have been transition projects.For bike share specifically,Shift Transit’s leadership team has previously transitioned operations of four bike share specific programs –Toronto,Chattanooga,Portland and,most recently,Chicago –and delivered record-breaking results through significant investments in our people,new equipment,and cutting-edge technology.These investments introduced employee accountability,an optimization of system operations creating innumerable efficiencies and cost savings,and most importantly,catalyzed new and long-time customers to get back on our bikes due to restored and newfound confidence in the management of the system. 9 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Let’s dig into the numbers: For a side-by-side comparison of major program KPIs immediately prior to and after Shift’s transition for both Toronto and Chattanooga,please see below: If selected as the new operations vendor for the ValleyBike Share program,Shift Transit is committed to making the required investments to inject life back into the program. 10 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL EXECUTIVE SUMMARY Criteria Summary Shift Transit has nine (9)years of experience managing bike share systems and currently operates seven (7)bike share systems within our multi-vertical portfolio.Four of the seven bike share systems have more than 80 stations with our largest two operating markets having a footprint of 700+stations (and growing!).While almost all programs include e-assist bikes in the range of 20-50%share of the fleet,two of our programs run exclusively on e-bikes:Portland and Beaverton,Oregon (Nike Headquarters).We are transition experts,having transitioned 6 of our 10 programs from previous operators and we adapt to any system infrastructure and are able to obtain the software and backend necessary to run the program.We are a data driven and statistically focused company to drive our decision making with supporting reports on a monthly and annual basis.We pride ourselves on being a customer-centric organization.In 2023,Bike Share Toronto received 50,000 customer inquiries and averaged less than 1%calls per trip ratio. By responding to calls within 30 seconds or less within operational hours,we’re prioritizing our customer’s needs. 11 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL REQUIRED NON PRICE PROPOSAL FORMS 12 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL 13 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL 14 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL QUALITY REQUIREMENTS FOR PROPOSALS A.ValleyBike Share Program Operational Tasks a.System start-up-repair any bikes in need of repair or maintenance including checking for power and recharging,replacing tires,chains,oil, pedals to ensure operability. Response:If Shift Transit is awarded operations of ValleyBike Share,our first project will be to conduct a thorough audit of the entire system which would include performing our comprehensive bike inspection on every unit (please refer to Appendix A to review our SOP on Bike Quality &Safety Inspection).This will allow us to determine what is required to perform the repairs and maintenance necessary to prepare the fleet for redeployment.This exercise would also help us produce a robust spare parts list and identify any recurring maintenance issues so we can proactively prepare for service deliverables.Thanks to our recently established partnership with Wegoshare,the backend and equipment provider for the current ValleyBike equipment,we will also utilize the schematics and repair and maintenance program that are specific for this bike model.Please refer to Appendix B,C,D,&E to review the Bike Maintenance and Schedule,Bike Troubleshooting,Electrical Schematics and Spare Part list that are specific to the make and model for the bikes in the ValleyBike Share Program that we are prepared to roll out and implement upon contract award.We work with multiple programs with an electrified system,a majority dock-based,so we are familiar with charging infrastructure as well as the technical components that represent the ValleyBike Share system. b.Wayfinding panels should be featured at all stations Response:Shift Transit is well-versed in system map creation and design with over 9 years of experience,with an array of different system sizes and types,working closely with GIS for the most accurate and comprehensive wayfinding information.While we have multiple printing partners that are capable of producing large scale graphics that can withstand all weather conditions,we also like to work with local print partners to support the communities we serve. All of our dock based systems have wayfinding panels at every station.We are also comfortable working with urban planning and design firms such as Alta Planning and Toole Design.Our system sizes range from 43 stations (our smallest)to over 700 stations,all of which we carefully and meticulously maintain the station panels to provide the best customer experience. 15 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL c.and should also have the ability to host sponsorship and system branding as well as incorporate Response:Our system maps not only support the branding of the program and sponsorship elements,but encourage these features during the panel creation.We also have the ability to update and modify accordingly based on evolving sponsorship partners.We help to identify sponsors interested in purchasing this advertising asset and develop a cost structure based upon placement.In Toronto,Tucson and Chattanooga,we have experience re-branding and/or updating various system assets to deliver on sponsorship and partnerships that support the program,including but not limited to,bike baskets,fenders,complete bike designs,docks,pay terminals,map frames and complete station wraps for brand takeovers.Shift has experience building specifications,facilitating the design phase,production and installation. d.maps of other stations,bicycle facilities,points of interest,and QR codes to access the ValleyBike Response:The map would include system stations,bicycling facilities and points of interest along with a functional QR code to access the ValleyBike system. In Toronto,QR codes are placed at stations to promote easy digital access.When the QR code is scanned,it takes the customer directly to the mobile web portal to purchase a pass and unlock a bike in less than a minute.In 2023 alone,we had 240,000 customers scan the QR codes at stations,a 142%increase YOY,driving an easy and streamlined customer experience.In our experience,QR codes are a great tool to quickly and efficiently connect the customer to a bike. We will look to replicate this with the ValleyBike Share program and overall customer journey. 16 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Please see the example below of one of our system map creations: 17 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL e.website Response:Shift Transit currently manages the websites for four of our bike share markets.Our extensive experience includes developing and maintaining websites with an emphasis on functionality,user experience,and security.Shift Transit will handle the day-to-day management of the ValleyBike Share site and will work closely with the ValleyBike Share software provider, Wegoshare,on making enhancements to the site that help drive ridership and membership and raise the system’s profile in the region.Our team had preliminary meetings with Wegoshare to gather information and understand the scope of work and timelines required to resurrect and operate the software systems. f.Reconnect software for start up Response:Similar to the website,we will work closely with Wegoshare to reconnect the software and all connected IT systems prior to the commencement of operations.We are happy to relay that Wegoshare made a full system backup before the program was shut down,and we will be able to fully restore the backend to its previous status,recovering all history,usage, financial transactions,user data,assets information and history of maintenance,etc. The reconnection procedure encompasses the following steps to the configuration of all servers and databases utilized by the bike share system: -Restoration of backups to populate databases with information as of the system closure date -Restoration of the Back Office,enabling comprehensive system management.This includes,but is not limited to,the ability to review historical bike data,usage patterns, locations,past preventive/corrective actions,and examination of station configurations (location and geo-fenced areas) -Restoration of the ValleyBike Share website domain and content -Republishing of ValleyBike Share mobile apps on the Google Play Store and Apple App Store Throughout the reconnection process,and in collaboration with Wegoshare,we will ensure timely updating of website content in collaboration with City guidelines.We anticipate that the entire reconnection process will be completed within a timeframe ranging from one to two weeks. 18 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL g.Roll out of operations to begin no later than April 10 and be completed by April 30 Response:Shift Transit is fully prepared to relaunch the program based on the addenda by April 10,2024 and will adhere to the following commencement schedule for the systems current 79 stations: Commencement Schedule:4/10/24 –7/15/24 Phase 1:25%+of stations before 4/30/24 -Not later than April,30th,2024,we will achieve a minimum deployment of 30%(20/79) or more of the total stations. Phase 2:60%+of stations before 5/31/24 -Not later than May 31st,2024,we will achieve a minimum deployment of 30%(47/79) or more of the total stations. Phase 3 (completion):100%of stations before 7/15/24 -Not later than May 31st,2024,we will ensure the deployment of 100%(79/79)or more of the total ValleyBike stations. We are very fluid operators and consider our relationships with the cities and programs we work with as a unified partnership.With that,we commit to having weekly meetings during the first quarter of operating and will continue to do so until the city requests a different cadence. We work transparently and openly about our operations and are always happy to receive feedback from our clients. Below is a Gantt chart to detail the timeline of our high-level operations action items and prepared a full relaunch project plan for your review which can be found in Appendix F: 19 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL h.Daily Bike balance and distribution 7 days/week 18-24 hours per day in accordance with service levels defined below Response:Shift Transit will maintain and adhere to all programmatic SLAs including the daily bike balance and distribution 7 days/week,18 hours per day.Our staffing model includes a General Manager,Program Manager,a station team,a mechanics team and a dedicated rebalancing team.Having a dedicated field team focused on rebalancing efforts ensures our service level commitment to obtaining this SLA.We have developed specific rebalancing SOPs in each of our markets and we will implement the same for ValleyBike.Every city and program has their own unique opportunities that we work to capitalize on such as highest utilization days and time,highest station origins and destinations and any equity factors to be considered.We understand the impact that rebalancing has on the customer experience,which also drives ridership in the system. i.Recovery of misplaced or lost bikes using system of real time GPS tracking Response:We have extensive experience managing the recovery of lost or misplaced bikes. Most of our systems have active,real-time GPS to which we prioritize recovery efforts heavily in our day-to-day operations.We utilize GPS to pinpoint exact locations of any lost or missing asset and dispatch our team to recover.Our asset recovery averages over 95%recovery attempts in the first 24 hours,and 100%recovery attempts in the first 48 hours.This level of focus drives our ability to successfully recover devices in a timely manner and limits loss to the system. Further,we take a proactive approach where applicable and reach out to customers after the trip duration exceeds normal usage.This also reduces the likelihood of a lost or misplaced asset.We introduced this proactive approach in Detroit and reduced lost bikes by 20%.Then,in 2023,we installed GPS on all of our bikes in Detroit and had a 100%recovery rate.We are a strong advocate of maximizing the ability that GPS can provide in retaining the program assets. 20 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL j.Inspect,repair,cleaning and maintenance of bikes and docking stations and replacement of parts.Regular such maintenance shall be performed in order to meet the service level agreement below.Additional fee shall be specified on a per parts basis if parts are specifically excluded in the proposed fee.This may include battery replacement,frame,and basket replacements All such replacement must be pre-approved by the owner. Bikes that cannot be made operable at startup shall be used for spare parts. Response:Safety and quality assurance are the pinnacle of what Shift Transit stands for and our commitment to preventative maintenance is what truly sets us apart in the industry.We follow all routine inspections by OEM standards along with part replacements based upon time/usage set forth in the SLAs.As highlighted above,we are prepared to execute the Maintenance Schedule as outlined in Appendix B.Our fee structure includes all spare parts outlined in Appendix E.Upon system assessment,we will determine how many bikes will be decommissioned and used for spare parts.Additionally,we will adhere to all station maintenance and cleaning requirements and the remaining Service Level Agreements outlined in the table below,which can also be referenced in our Price Proposal. #Performance Indicator &Description Performance Standard Shift Transit Response 1 Station Uptime:Kiosk screen is working and able to take payments.Station is charging (unless otherwise agreed).Wayfinding panels are in place and in good condition.Station lights are functioning. Every station shall be working at least 85% of the time. Shift agrees to maintain station uptime performance as stated in this SLA. 2 Back Office uptime:Central computer system, email,and phone lines in service. 95%of the time Shift Transit agrees to work in partnership with Wegoshare to uphold this SLA. 3 Bicycle Redistribution:Each station has two available and working bikes and two available docks. Every station shall meet this standard at least 90%of the time. Shift Transit takes pride in its rebalancing success in all operational markets and is excited to bring similar metrics of success to ValleyBike Share,specifically the 90% requirement detailed in this SLA. 4 Bicycle Availability:Bicycles are working, available for use,in docks or in use. At least 75%of the bicycles. Shift Transit agrees to maintain the 75% bicycle availability SLA. 5 Website Uptime:Website is in service.95%of the time Shift Transit agrees to work in partnership with Wegoshare to uphold this SLA. 21 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL 6 Bicycle Cleanliness:Each bicycle is cleaned.Cleaned at least once every two weeks Shift Transit will have an hourly bicycle and station cleaning staff person to meet this SLA.Please see our included price proposal for additional information. 7 Station Cleanliness:Each station is cleaned.Cleaned at least once every two weeks Shift Transit will have an hourly bicycle and station cleaning staff person to meet this SLA.Please see our included price proposal for additional information. 8 Bicycle Maintenance:Each bicycle undergoes preventative inspection,and maintenance as needed. At least once a week for field check that pedal-assist is working and once a month for more extensive inspection. Shift Transit will have bicycle mechanics to meet this SLA.Please see our included price proposal for additional information. 9 Station Maintenance:Each station undergoes preventative inspection. At least once per week. Shift Transit will hire station technicians to ensure that stations receive preventative inspection at least once per week.Please see our included price proposal for additional information. 10 Call Center Responsiveness:to incoming calls.In 30 seconds or less Shift Transit agrees to respond to all incoming calls in 30 seconds or less. 11 Call Center Dropped Calls Less than 10%of calls Shift Transit agrees that less than 10%of all incoming calls will be dropped. 12 Non-Call Customer Responsiveness to emails, mail,and social media interactions and response to all requests. In 24 hours or less Shift Transit agrees to respond to all non-call customer service inquiries within 24 hours. 13 Equipment Documentation and Audit:All docks,wayfinding,kiosk,and bicycle serial numbers and identification numbers shall be reported by each station and each community with some provision for audits (either real-time electronic reporting on the location of all bikes or exact location on the first day of each season and the midpoint of the season when bikes are redistributed by town). All serial numbers and identification at exact location. Shift Transit agrees to provide equipment documentation and audit per the SLA guidelines. 14 Membership data:reporting on annual, monthly,day,and other memberships and revenues from riders/memberships Reporting by community for new and existing members Shift Transit agrees to provide monthly membership and revenue reporting by city. All revenues collected from sponsorships and/or riders/memberships shall be disbursed to the owner on a weekly basis Shift Transit agrees to this SLA. 22 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL k.Maintain maintenance and storage facility(ies)including winter storage if the system is closed for winter months.Vendor shall maintain insurance policy for storage.If intention is to close for winter months,describe willingness or threshold to determine when/if operations could transition to year round use. Response:Shift Transit has proactively researched real estate in the Northampton region to procure a facility.We have narrowed the search down to a few viable options,all of which would comfortably house any necessary storage and operating usage.We are thrilled to share that our operating model will be year-round!We believe that even though ridership may be reduced during off peak months,we are a form of transit and the accessibility should be offered year round.We may want to consider reducing the fleet size during the off peak months to reflect ridership,in which case,we will store any fleet downsize at our facility.Additionally,Shift will secure insurance policies for all facilities and storage facilities.We have this in place in all of our existing markets. B.Hours and Location of Work a.ValleyBike share shall operate,at a minimum,from at least 18 hours/day, seven days/week (with exceptions for extreme weather or other emergencies)for three seasons,at a minimum from April 15th through November 25th of each year. Response:Shift Transit intends to operate the ValleyBike Share Program on a year-round basis. We will have 18 hour/day operating hours,7 days a week from April 15 -November 25,with reduced operating hours November 26 -April 14. b.Longer seasons are desirable when weather and station locations allow. Response:We are very flexible with our operating hours,our goal is to operate based on ridership and system utilization.If the system warrants an extended season with longer operating hours,we are happy to adjust and operate according to the system needs.We are excited to operate year round and give the program an opportunity to thrive even during non-peak seasons. 23 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL C.Customer Service and Technical Support a.IT Software Response:Our team will manage real-time updates and technical requirements related to all software platforms that deliver program usage information in both English and Spanish: -Produce web updates through the provided Content Management System (CMS)to encourage continued engagement through fresh content on a regular basis -Maintain and optimize desktop and mobile user flow -Host a system map optimized for desktop and mobile that displays bike and dock availability in real-time -Real-time information pertaining to bike,dock and station availability will be accessible to the public,at no cost,as well as to third-party application developers,in adherence to industry standards -System communication via web and mobile platforms will be conducted exclusively in English or Spanish,aligning with the language preference chosen by users -Adhere to the established brand and style guidelines of ValleyBike Share -Maintain Search Engine Optimization (SEO)of the website to increase the quantity and quality of visitors Shift Transit manages and optimizes customer facing apps,mobile web purchase and unlock portals in multiple bike share markets to deliver an easy,quick and seamless customer experience. a.Back Office Support Response:Shift Transit will partner with Wegoshare to provide a comprehensive back office support required to meet program SLAs.The back office will include data for generating monthly reports on participation and ridership,destinations and other relevant metrics, inclusive of revenue information.We will build custom dashboards to ensure key metrics are closely monitored to make day-to-day operational and programmatic decisions,as well as reporting needs. A CMS will be provided to facilitate prompt and straightforward updates to the website content. The management software provided by Wegoshare incorporates a customer relationship management (CRM)module designed for the registration and tracking of all user interactions including current users and potential customers.When it comes to back office uptime,the 24 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL backend (central computer system),email and phone lines service will be available over 95%of the time,per Wegoshare’s commitment to software clients. b.Customer Service /Call Center Interface Response:Shift Transit has a proven track record of delivering world class customer service.We are obsessed with the customer experience and consider it to be our leading priority for each client we serve.It is why we feel confident in being able to address 95%of all issues during operating hours,as stated in the evaluation criteria of the RFP.Our customer-centric approach has helped lead to a 92%overall customer satisfaction rating for our Bike Share Toronto users. We train all of our employees on customer service regardless of their position to ensure a smooth and helpful interaction in the field.Shift Transit leads with the ‘First Contact Resolution’ approach,prioritizing solving customer inquiries within the first point of contact through various tactics: -Well documented Standard Operating Procedures (SOP)that outline all scenarios for customer service contacts -Annual training for new and returning staff focused on all points of contact involved in a customer service scenario -Alongside SOPs for reference and ongoing training and feedback,building employee empowerment to problem solve to achieve first contact resolution and customer satisfaction -Closely monitor key metrics,such as contacts per trip,refund rate,inquiry types, employee performance and customer satisfaction Customer Service access will be available via various channels and addressed with a high standard of care and expertise. Telephone Calls -All calls answered;80%of calls need to be answered in 20 seconds or less -8 minutes or less average handle time -Abandon rate of 5%or less of all inbound call volumes Emails -Customer emails will be answered within 24 hours or less -Average handle time of 7 minutes or less 25 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Social Media Inquiries -If publicly posted,a customer inquiry or complaint is de-escalated within hours and addressed offline via the appropriate private channels (direct message,email or phone) -For private messages,these will be handled within 24 hours in partnership with customer service policies and procedures Refunds -All refund requests will be handled within 24 hours Tracking -All customer inquiries will be tracked within each customer account to build an historical database,including usage trends -Tracking inquiries by category will assist in monitoring and optimizing customer service policies to ensure First Contact Resolution and an optimal customer experience New (and replacement)member kits -Process and mail out new (and replacement)member kits when requested,including RFID member key and educational brochure -In Toronto,our team managed 7000 member kits sent in 2023 -Kits are processed and sent within 3-7 business days Customer support interfaces available to address unlocking issues,payments,membership and other bike issues will include a phone number with full availability during operational hours, email support and web form.For inquiries that require troubleshooting of software and hardware connections,the Shift team will work closely with Wegoshare’s support team. The customer is at the center of all we do to deliver a vital transportation service in every city. D.Financial Transactions a.The Vendor shall be required to process and handle all payments,fees, penalties or other monetary transactions by users of the system. Response:Shift Transit will handle setting up the payment gateway and merchant account portal to process and handle all transactions,inclusive of payments,fees and penalties.In other programs we operate,we're responsible for revenue capture so we are accustomed and 26 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL confident in the process.We are flexible in how we direct the funds,either immediately to the city (or broken out by municipality within the network),or through Shift Transit and paid back to the city. b.The vendor is expected to adhere to Payment Card Industry (PCI) standards for data security and to safeguard financial and personal data of all participants.PCI DSS scans shall be made available when requested proving annual compliance,or in the case of a security breach. Response:Shift Transit will work in tandem with Wegoshare for payment processing.Both entities combined have over 20 years of expertise in collaborating with diverse payment gateways across various countries,consistently meeting the Payment Card Industry Data Security Standard (PCI DSS)to guarantee the protection of all financial information.More than one million financial transactions have been successfully processed by all bike share systems managed by the Wegoshare IT solution.Shift Transit has experience with PCI Compliance certification and upholding strict guidelines to maintain yearly security status. Shift Transit’s portfolio extends even further with PCI compliance and works with several payment gateway solutions.With the combined experience of Shift Transit and Wegoshare, ValleyBike Share will be in great hands to ensure the system is safely and securely compliant. Here are a few highlights of what the City of Northampton will receive with Shift and Wegoshare: -Shift Transit,using Wegoshare as the IT provider,will have all the necessary tools for managing payments,fees,penalties,or other monetary transactions initiated by users of the system. -Shift Transit and Wegoshare,adhering to PCI standards for data security,pledges to safeguard the financial and personal data of all participants.Upon request,Shift Transit and Wegoshare will provide PCI DSS scansas evidence of annual compliance. -Obtain and uphold Payment Card Industry Data Security Standards (PCI Compliance),to ensure the web transaction process is securely transmitting credit card information according to the PCI Compliance Security Standard Council -Execute monthly website scans with Approved Scanning Vendors (ASV)who have a set of security tools and devices to conduct external vulnerability scanning services to uphold PCI Compliance 27 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL E.Marketing &Public Engagement Response:Shift Transit has an in-house full-stack marketing,communications and design team to be able to deliver turnkey marketing and public engagement services.Our team has extensive experience marketing bike share systems,including marketing and communications, partnerships and sponsorship execution.We have a unique set of skills and are thrilled to lead the charge,working closely with the city and various local partners,to drive engagement,usage and growth of the ValleyBike Share program!Marketing and public engagement is included within this proposal.Shift will also work in partnership with the City to actively seek sponsorships,as well as execute sponsorship elements once secured. a.Marketing +Communications Shift Transit has written detailed strategic marketing and customer acquisition plans for four bike share program partners,including key pillars such as: Social Media -through organic and paid strategies,Shift Transit has driven significant results in growing engaged social media communities consistently year-over-year,including: -Toronto audience growth in the last year:Facebook 7%,Twitter 3%,Instagram 13% -Other bike share partner growth in the last year:Facebook 25-50%,Twitter 1-2%, Instagram 25-77% -Double-digit brand engagement on bike share content Campaigns and Content -leveraging a mix of price and non-price engagement tactics delivers a well-rounded marketing plan.Utilizing promotion codes as an effective tool to encourage public engagement and enhance ridership,as well as membership blitzes and flash sales to entice trial and acquisition.Ongoing public outreach and marketing the value propositions that bike share provides will help drive awareness and build loyal customers of the service.Content angles such as member perks,unicorn bike programs,system expansion marketing,station and neighborhood profiles,member of the month,influencer programs and blogs can help build brand equity and usage. Email marketing -newsletters,member recapture strategy,first time/casual user drive to member/repeat user conversion,account maintenance,past user recapture. Paid Digital Tactics -top priority is to drive net new users and conversion to pass sales. -Toronto:Specifically,through our team’s Google paid strategy focused on new net users and conversion to sale,we have been able to generate an average of $1.35 cost per conversion.Simply put,it cost us $1.35 to drive a sale,which averages $4.45 -so a net gain and new users! Market and user research -designing and administering user/non-user surveys -both online and intercept -to gather market research that will inform levels of satisfaction against key 28 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL performance drivers for the service as well as identify key value propositions to help engage the right marketing,communication and outreach strategies. Customer app communications -dispatching messages to all users or specific user groups, facilitating the promotion of events,new memberships,re-engaging inactive members to take more trips and more. Reporting -our team builds custom scorecards to track,analyze and optimize various key engagement metrics to grow and support bike share’s ridership,membership and revenue targets. In addition to the above tactics,leveraging unique marketing and engagement opportunities available for ValleyBike Share is top of mind.For example,Wegoshare’s software allows for geo-fenced marketing available on bikes.This feature enables targeted marketing efforts on the bike screen and speaker within specified geographic areas,providing a localized and impactful approach to promotion.Shift Transit’s dedication to innovation and growth will fuel our approach to building a bigger,stronger community of riders. b.Partnerships +Sponsorship Shift Transit approaches partnerships and sponsorship with the goal of mutual profit from increased brand image and credibility alongside tangible results such as new products,sales initiatives,community engagement points and audience sharing,growth and retention.Shift Transit has a lot of experience working closely with key stakeholders,such as the City,mayoral offices and public/private entities to attract and engage program sponsors. Partnerships Various event and brand partnerships have delivered on both ridership and sales for the benefit and growth of the bike share program.Shift Transit leverages various types of community engagement strategies to drive usage and revenue for its bike share clients,including the following case study examples that we will look to replicate for ValleyBike Share: (1)University Partnerships In Tucson,Arizona,Shift Transit has sold bulk memberships to the University of Arizona to be distributed to students,staff,and faculty.Students are eligible to receive a 50%discount on Tugo Annual memberships through the partners.Shift Transit has also taken the lead on marketing the service to students,investing in marketing collateral and participating in campus-wide events to raise awareness and educate the university community on the benefits of bike share.As a result of our efforts,we have been able to sell 500 memberships,resulting in $20,000 of revenue for the program. 29 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL (2)Event Partnerships Shift Transit has an established history of partnering with local events to create customized pass sales and reach new potential customers by tapping into the event partner’s audiences.We have created a turnkey term sheet,including: -Co-branded casual user pass:Shift Transit will create a casual user pass under the event name to encourage attendees to use bike share as a primary mode of transportation -Social media:We will partner with event organizers and sponsors to create social media content to tap into the event’s following -Email marketing:We will collaborate on email features with event organizers to engage event attendees and potential customers -Activations:Shift Transit will leverage team members to be on-site to engage potential customers and sell passes. (3)Free Ride Series Partnerships A Free Ride Series marketing campaign that generates revenue for the bike share program. Three of our bike share systems have offered free ride days to bolster usage,raise awareness of their programs and generate partnership revenue.The turkey activation includes multiple touchpoints such as:activation naming and brand recognition,physical bike and station asset placement,in-field ambassador marketing,media exposure and pick up,press deliverables, point of sale touch points along with digital and social media content.The free ride programs have driven hundreds of thousands of dollars in top line revenue for multiple bike share programs.They have proved to be extremely successful with major KPIs included below: 30 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Toronto:The Canadian Automobile Association sponsored Bike Share Toronto’s “Free-Ride Wednesdays”(FRW)in 2018 and 2019.In 2018,the Free Ride Wednesday Brought To You by CAA,generated the Toronto program $295,000 for a four-week activation.Shift Transit was responsible for execution of all components of the activation and delivering the success,which led to a renewal and multi-year engagement.August 2019 results were enormously successful, including: -80%increase in ridership year-over-year -34%ridership growth compared to other weekdays in August 2019 -Free Ride Wednesday events resulted in hitting several usage milestones.For example, the highest ridership day in 2018 was a Free Ride Wednesday and the top three ridership days in 2019 were also on Free Ride Wednesdays. Chattanooga:In Chattanooga,Free Ride Wednesdays were activated in June,July,and August, our highest ridership months.The results were extremely promising including: -47%ridership growth compared to other weekdays in the same year -63%ridership growth on Wednesdays year-over-year -This positive result led to a paid Free Ride Day with REI brand (4)Membership Blitzes Shift Transit has successfully run several membership blitz campaigns during typically slow usage portions of the bike share season,resulting in major membership gains,including: Tucson:Shift Transit reduced the Annual Tugo Bike Share membership fee by 25%in April (start of the season)to $60.As a result: -April ridership was 50%of total Q1 ridership -There was a 100%year-over-year growth in annual membership sales 31 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Chattanooga:Shift Transit offered a Buy 1,Ride for 2 membership deal in April.As a result: -April ridership was 70%of total Q1 ridership -Annual membership sales increased 5x year-over-year Sponsorship Shift Transit approaches sponsorship procurement with the goal of enhancing a program’s reputation as well as creating the means to drive new products,sales initiatives,community engagement,system growth and expansion.With the mindset of securing,maintaining and growing sponsorships,Shift Transit is very client-focused.A partner can expect quarterly comprehensive reports including system health,ridership and pass data,specific impressions and deliverables related to each sponsor package,key activations,marketing programs, partnership developments and results,press coverage/PR efforts,and upcoming plans.Regular monitoring of in-field assets by the operations team allows for high quality representation of the sponsor brand image. Toronto:Shift Transit partnered with the Bike Share Toronto management staff at the Toronto Parking Authority (City of Toronto)to onboard the program’s first paying sponsor,Canadian Automobile Association (CAA).The process included preparations for potential sponsor proposals:costing,asset and creative management,production,timelines for installation. -Shift Transit worked with Bike Share Toronto’s partner,CAA,to deliver a successful Free Ride Wednesday activation in both 2018 and 2019. -Shift Transit’s Chief Marketing Officer attended sponsor meetings with key stakeholders -Shift Transit led communication pre-,during,and post sponsorship -The Shift team managed all sponsorship deliverables including digital,social media, direct to Inbox,print,in-field,activations,purchase flow,app integration 32 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL In 2023,Shift Transit played a leadership role in the successful launch of the Bike Share Toronto and Tangerine Bank exclusive partnership,representing millions of dollars in program revenue. Ongoing execution to deliver contractual obligations and building value for both parties is key to the success of the sponsorship. -The Shift team rebranded the entire bike fleet (9,000+bikes)ahead of schedule and under budget -Station and other asset branding were always completed on-time and with preferred rates with vendor partners -Digital integration was designed and completed to high satisfaction of both the Toronto Parking Authority (Bike Share Toronto owner)and Tangerine Bank sponsor Tucson:For the Tugo Bike Share in Tucson,Arizona,Shift Transit owns and manages a portfolio of sponsors.Shift Transit maintains a regular communication channel with sponsors and partners on various initiatives,including but not limited to: -Developing and executing unique sponsor activations and programs that benefit sponsor’s business goals and Tugo Bike Share program. -Example:Developing a turnkey system where a health institution sponsor directly promotes and drives patients to Tugo-For-All $5 memberships as a service for their patient database (for qualified individuals registered with state-registered funding programs) -Quarterly comprehensive reports including system health,ridership and pass data, specific impressions and deliverables related to each sponsor package,key activations, marketing programs,partnership developments and results,press coverage/PR efforts, and upcoming quarterly plans -Regular monitoring of in-field assets by the operations team for high quality representation of the sponsor brand -Shift successfully closed sponsor renewals extending revenue for a second term (three-year terms) With Shift Transit,you get a team that has years of experience and dedication working with bike share programs to successfully produce win-win relationships,including: -Key stakeholder engagement:City officials,mayoral offices and external partners -Sales and partner development meetings -Creating decks and sponsor mock ups -Writing turnkey proposals -Costing estimates -Web development -Production coordination 33 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL -Asset specifications -Feasibility assessments -Planning management of all deliverables Marketing,communications and supporting sponsorship procurement services are included in the price proposal. F.Fee Structure Response:Shift Transit has a proven track record of helping our partner cities maximize system wide revenues.Our team has done extensive work in building various projection models to analyze and inform decisions on pass and membership options and associated pricing.We will work together to customize the right pricing model based on the City’s preferences,taking into account ridership and membership levels that will aim to encourage ridership,while also maximizing community cost recovery for operations.Shift is happy to do specific analysis with pass types and price points so the City can determine the right mix and Shift will execute on this vision. Last year in Toronto,the bike share program executed a pass option and pricing change that resulted in significantly increased customer satisfaction (CSAT)scores,as well as a 15%increase in revenue per trip.Based on our experience and reviewing the historical data from the last 5 years of ValleyBike Share operations,we propose a fee structure that would include: 34 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL The ValleyBike Share software platform supports a variety of technical capabilities that would help the Shift Transit team strategically plan and execute bulk pass sales,price promotions (such as free ride code distribution),membership blitz sales or corporate membership programs - coupled with non-price promotional tactics that bolster the brand equity and adoption. Wegoshare's IT system offers an extremely flexible interface to define and adjust pricing structures,aligning the system with the specified fee framework.This will support ridership incentive-driven initiatives,like the ones outlined in section E Marketing &Public Engagement. The approach we would take with residents or longer-term membership customers is one that focuses on renewal,retention and loyalty.With the adaptability of the Wegoshare software backend,this enables the creation of subscriptions with the option for customers to set up automatic renewal ensuring that there is no interruption of service.Shift Transit has experience driving high renewal rates -upward of 60%-through various communication tactics as well as ensuring service levels and overall customer experience is high. For first time casual riders and/or visitors,it is critical to offer flexible,easy to understand pass and pricing options to drive usage.Using Toronto and Tucson as prime examples,we’ve offered a mix of pay-as-you-go per-minute pricing and longer time block passes to empower customers with choice,ease and flexibility in how they ride. A streamlined customer experience,regardless of whether the customer accesses the system via the website,mobile app or kiosk,is paramount to driving ridership,membership and revenue metrics. G.Access and Affordability Response:At its core,Shift Transit’s mission is to provide equal and affordable accessibility to transportation systems.Equity and inclusion are strongly valued in overall service level.Shift Transit synergizes and commits to the ideologies of ValleyBike’s three pillars: -Equity:providing affordable mobility that extends the range of transit,serving all populations,including traditionally underserved frontline communities,and promoting healthy,active living. -Climate and Environment:replaces single occupancy vehicle trips,provides green transportation and reduces greenhouse gas emissions 35 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL -Economy:Keeps more mobility spending local,lowers the cost per person-miles traveled,and promotes more livable communities in our urban core and commercial areas We have implemented a number of avenues to help achieve such principles in many of our markets.In Detroit and Tucson,we offer highly subsidized annual memberships called the “Access Pass”in Detroit and “Tugo-for-All”in Tucson.These annual memberships cost only $5 and can be purchased by anyone who is registered for any state benefit program (e.g.food stamps,health insurance,cash assistance,etc.)in Michigan or Arizona.The keys to making this program an overwhelming success included: -Spending significant time and resources in traditionally underserved communities marketing the program -Reducing the barrier to entry by streamlining the sign-up process so that eligible customers can sign up on their own and only need their state-issued benefits case number to enroll -Complementing this program with a cash payments solution by partnering with CashApp and DivDat or similar services to ensure that unbanked communities can still take advantage of the program.The DivDat service,which continues to grow throughout the United States,provides accessible kiosks that allow individuals who do not have access to a smartphone or internet to pay for public services with cash. The subsidized pass programs in both markets have been wildly successful with utilization rates significantly exceeding industry standards.In Detroit,20%of all annual passes sold have been Access Pass memberships and in Tucson,22%of all memberships sold have been Tugo for All memberships. Shift Transit has worked hard to address equity issues in mobility by engaging the communities we serve through a variety of measures,almost all involving retail engagement.In Tucson,over the last two years,more than 30%of all annual passes have been the Tugo-For-All pass.In order to raise public awareness of the pass,Shift Transit has partnered with a number of community organizations,including the Pima County Health Department,Familias Unidas Ganando Accesibilidad,and attended more than 35 public events to reach members of the community that could benefit from the program.In 2018,in an effort to strengthen ties to the community of Tucson,we partnered with an organization called Why I Love Where I Live to launch the “Love Tucson”campaign featuring a unicorn bike,heavily discounted Tugo Passes,a community ride,and scavenger hunt. 36 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL We have generated extensive media coverage and earned media through outreach events and community events to help spread awareness of the low-income options available. We’ve also increased access to bike share in Toronto by getting out into the community.Shift Transit activated more than 10 locations with the goal of learning from existing users or prospective riders what barriers they have to using bike share.We also created an online survey to increase participation results and utilized paid social media ads to target specific neighborhoods/postal codes. Since taking over operations in Toronto,Shift Transit has participated in and executed more than 1,000+events.We’ve held pop-ups at stations with the simple goal of helping people use the system and educating prospective users on how bike share works.We’re also a staple at a number of community events including:Open Streets TO,Bike to Work Day,Distillery District, Sunday Market,the Cabbagetown Festival,and many more.Each of these events features members of our Brand Ambassador team who are equipped with roll-up banners,Bike Share Toronto swag,bike maps,and system collateral. Most recently,in 2023,Shift Transit supported the launch of Bike Share Toronto’s Reduced Fare Program.This program spans across a number of city and nonprofit organizations,including Toronto Community Housing Corporation,that connect low-income residents and disabled individuals with equitable transportation options such as bike share. Our approach for ValleyBike will be the same to achieve equity and accessibility goals.We have identified with Wegoshare that in addition to the implemented Credit Card payment system on the Website,Mobile App,and Kiosks,the system offers a “Bill Me”feature.This functionality enables users to visit physical facilities and complete registration by making cash payments, thereby granting access to the system for individuals without smartphones or credit cards.This allows users the option to subscribe to particular free memberships that are not accessible to the general public.Such subscriptions are available upon the presentation of proof demonstrating unbanked status,low-income qualifications,or other requirements as defined by the system manager. We are passionate about accessibility and are eager to roll out similar campaigns for ValleyBike. 37 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL H.Possible Integration with Regional Bus Pass System Response:Shift Transit is happy to project manage any integration between ValleyBike Share and existing transit systems,such as Pioneer Valley Transit Authority (PVTA).Such an integration would greatly reduce the barrier to entry to public transit;it would reduce the number of single passenger vehicle trips;and it would allow for more seamless transition between modes. Moreover,for much of its existence,bike share has proven to be an excellent option for first- and last-mile transportation trips making it a great option to connect to a bus line. If selected to operate ValleyBike Share,Shift Transit would work with PVTA and Wegoshare to implement this connection.Wegoshare has completed a number of similar integration projects in both North America and Europe.The scale of the integration would depend on the specific requirements and specifications of the bus operator and its technology.In order to set it up,we would need to check with the bus operator to verify the validity of a pass.If it is deemed valid, the integration would automatically associate the pass with a bike share user’s account thus unlocking the system.However,the technology used by the bus operator will dictate whether the solution could be a simple API integration or if it might require new electronics on the bikes to ensure full compatibility.A more detailed understanding of PVTA’s systems will be needed in order to provide a more complete cost and timeline for this integration. I.Data Management and Reporting Response:Shift Transit will provide detailed monthly reports and lead monthly meetings with the City of Northampton to review ongoing operations,upcoming events,and promotions.Shift Transit customizes and prepares anonymized monthly reports for each of our clients to demonstrate performance of the system and document compliance with all Service Level Agreements (SLAs).We are happy to work with Wegoshare to offer the following data points (at a minimum)within our monthly reporting (images of monthly reports and certain data added below): -Ridership breakdown by pass type -Anonymized trip data showing total origin and destinations station by station -Membership breakdown by type,renewals vs new (including data by community) -Costs vs.user revenue breakdown -Operating metrics including bikes in service,repaired,rebalanced,missing or stolen by day -Detailed re-balancing metrics 38 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL -Environmental and fitness stats including CO2 saved,calories burned by riders,etc. -Customer service stats including call and email volume Image:Sample monthly report from Detroit’s bike share system,MoGo,showing ridership and membership statistics by rider type and by month from 2022 -2023 with YOY comparison 39 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Image:Charts and graphs detailing bike status Image:Charts and graphs detailing bike battery level Image:Charts and graphs showing station rebalancing status Image:Most-and least-trafficked stations as well as popular for pick ups and drop off locations. 40 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL In addition to the monthly reports,Shift Transit will provide real-time GPS data and routing visualization of every bicycle trip,as well as origin-destination and segment-level ridership information. Image:Bike route visualization Shift Transit will also provide anonymized data for public access on the website including (at a minimum)ridership,fleet performance and safety,customer service,membership,and raw data on the date,time and origin/destination of every bike share trip. All data will remain the property of the City of Northampton and the contracting entities.No data will be sold or used for third party benefits without the consent of users.Additionally,Shift Transit and the backend software/IT provider,Wegoshare,will be happy to demonstrate compliance with contractual requirements,industry standards,and laws regarding privacy and consumer data protection including,but not limited to,modern digital security methods, protocols for storage,access,retention,and deletion,and data breach plans. Finally,included in Appendix G of this response is our sample user agreement.Shift Transit will provide a similar agreement for the operation of ValleyBike Share where users will consent to the collection and use of their personal information with opt-in.The final agreement will also identify any third parties that might have access to the data.Shift Transit will also provide the City of Northampton’s legal team with the opportunity to review and approve the user agreement prior to operation. 41 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL In Closing Shift Transit is excited about the prospect of working with the City of Northampton to bring back the ValleyBike Share program.We appreciate the City’s consideration of our response to this RFP and look forward to next steps in the process. 42 SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix A On the following pages,Shift Transit has included our standard operating procedures (SOPs)on bike quality and safety inspection. 43 Bike Quality and Safety Inspection The following inspection is to be performed by qualified technicians on every Bike prior to the beginning of and following all repairs, as well as for all inspections. This is to ensure any other existing malfunctions or defects are captured ahead of the repair process or before the rideable is deployed into the field. If the rideable does not meet one or more of the below listed safety requirements, the technician should perform the necessary repair given the tools and parts available on hand. If one or more of the below conditions are not able to be rectified, the technician should log the action needed in our backend and proceed in accordance with operational SOPs. Follow this procedure to conduct a bike inspection: 1.Perform a complete 360 visual inspection of the ebike. Pay careful attention to the following list. Note damaged or missing parts and replace as necessary. 1.Check that all of the body panel covers are present and are not cracked or severely bent. o Motor controller box cover o Chain guard o Fender 2.Check that all handlebar components are present and undamaged: o Bell o Grips o Shifter o Brake levers 3.Check that all externally visible hardware is present. o Axle nuts o Basket mounting screws o Motor controller mounting screws o Chain guard mounting screws 4.Check that the following reflectors are present and properly secured: o Basket o Chain guards o Pedal reflectors o Saddle reflector o Two front wheel reflectors roughly 180 degrees apart on wheels and properly secured to spokes o Two rear wheel reflectors roughly 180 degrees apart on wheels and properly secured to spokes 5.Check that both the front light and rear tail lights are present and attached. 6.Check both wheels and tires for damage; additionally look for any bent spokes. SHIFT TRANSIT BIKE QUALITY AND SAFETY INSPECTION CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL 7.Check that all decals are present, legible, and are not excessively damaged or vandalized. Note: For California markets only: Ensure the Proposition 65 regulatory decal is in place on the bike's seat tube. 8.Inspect the saddle for major damage; ensure that the handle is present and saddle material isn’t severely cracked. 9.Inspect the front brake rotor for bending and other damage. 10.Check the front brake pads for wear. 11.Inspect the rear roller brake mounting location for presence of hardware and damage. 12.Inspect the crank arms and pedals for bending, cracks, dents or any other visible damage. 13.Paying special attention to weld points, inspect the frame, basket, dropouts, chainstay and fork for cracks or major dents. 2.Perform a general function and quality check on the following components. 1.Test that the bell rings. 2.Test the operation of the kickstand. o Verify that the kickstand holds position, supports the Watson bike upright when extended, and retracts properly. o Verify the rubber foot is present and secured to the end of the kickstand. o Verify that the kickstand is not loose and that it is securely fastened to the bike. 3.Test the operations of the U seatpost clamp by performing the twist test. Follow the Testing the U seatpost clamp (twist test) procedure. 4.Test the operation of the seat post. o Verify that the seat post can travel to the maximum and minimum height without binding or sticking. o Verify that the seat post clamp fully closes and opens. Ensure that it holds the seat post position and set the seat post to setting number 3. 5.Test the operation of the battery mount. o Function-test the half-dome by removing the battery as per the battery swap procedure. o Once the battery is removed, inspect the battery mount for looseness, damage, or excessive wear. o Using your hand, move the half-dome lock in/out to verify smooth operation. o Install the battery and verify it locks securely into place. 6.Test the operation of the IOT. 7.Test the operation of the cable lock. 8.Test that the QR decal is scannable 3.Final checks and test ride. 1.Torque both crank arms to 37Nm. Clean and apply a new torque marking if necessary. 2.Using a tire pressure gauge, measure that the tire pressure reads 65 PSI. Inflate to 65 PSI if necessary. 3.Take the bike for a test ride and check for the following: o Inspect and listen for any loose or rattling hardware. Tighten and replace hardware as necessary. SHIFT TRANSIT BIKE QUALITY AND SAFETY INSPECTION CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL o Test the operation of the front brake by only actuating the non-drive side brake lever ensuring the bike comes to a complete stop. o Test the operation of the rear brake by only actuating the drive side brake lever ensuring the bike comes to a complete stop. Ensure it is free of squeaky or other noises, and lubricate the roller brake if necessary. o Verify that the shifter can shift to low and high range without interruption. Confirm that it shifts in the correct direction – turning forward is high and turning back is low. o Verify that the headset is sufficiently tight by pushing and pulling on the handlebar. o Verify the operation and lubrication of the chain. Listen for a squeaking noise and feel for slipping or grinding. o Ensure the crank arms are not touching or rubbing against the chainstay. o Ensure front light and tail light are functioning. o Verify that the e-assist is operating properly without interruption through the test ride. SHIFT TRANSIT BIKE QUALITY AND SAFETY INSPECTION CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix B On the following pages,we have included our bike maintenance schedule for your review. 44 Bike Maintenance Schedule For ValleyBike Share Program CONFIDENTIALSHIFT TRANSIT WEGOSHARE BIKE MAINTENANCE SCHEDULE CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLY A: Adjust I: Inspect I&A:Inspect and Adjust if necessary I&C:Inspect and Clean L:LubricateR: ReplaceI&R: Inspect and Replace if damaged of wornC:CalibrateA: Adjust I: Inspect I&A: Inspect and Adjust if necessary I&C: Inspect and Clean CONFIDENTIALSHIFT TRANSIT WEGOSHARE BIKE MAINTENANCE SCHEDULECONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLY Internal Gear Hub. l&A I Check proper functioning. Manually adjust cable tension. Internal Gear Hub SHIFTER CABLE. (N on-Pedelec) Inspect cable in exposed areas to ensure that it is free of I l&A R damage, excessive wear, rust and cracks. SHIFTER. Check for good working condition and that the fitting is I I R sufficiently tightened. CHAIN Ensure that the chain wear is not above the manufacturer l&L l&L l&L R threshold. Lubricate. CHAIN TENSIONER and PULLEY I I R Drive Train Check for good spring force. SPROCKET (rear wheel) I I R Ensure that the teeth are not broken or excessively worn. TORQUE SENSOR I C Torque sensor calibration (Dyname 2.2 and above) HANDLEBARS. I I Check that handlebars are straight and in good condition. HANDLEBAR COVERS. I I Check for damage or excessive wear. Headset HANDLEBAR GRIPS. I l&R Check that they are in good condition. DIRECTION AXLE and BEARINGS. I I R Ensure that they are properly adjusted. SADDLE. Ensure that it is properly fixed to the seat post and that the l&R R assembly is complete. Inspect for damage and excessive SEAT POST. Seat Assembly Ensure that it slides freely and that it is secured inside the I I frame. Grease should be added if washed out to prevent gripping SEAT POST CLAMP. Ensure that it functions properly. Inspect the washer and the I l&R clamp and replace if excessively worn or damaged. CONFIDENTIALSHIFT TRANSIT WEGOSHARE BIKE MAINTENANCE SCHEDULE CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLY FRAME and FORKS. Ensure that they are free of dents, kinks or other damage. I I Inspect the weldings for defects or cracks. Inspect the frame for misalignment or bends. Frame ASSET NUMBER/ BARCODE. Ensure that they are legible. I LOCK SYSTEM I PEDALS. Verify that they are perpendicular to the crank arm, rotate I L R freely and do not wobble. Check for excessive wear and tear or damage. CHAIN RING. I I R Ped a Is and era nkset Ensure that the teeth are not broken or excessively worn. CRANKARMS. I I R Adjust or replace any loose crank arm. BOTTOM BRACKET. Ensure that there is no wobble. I R REFLECTORS. l&R Replace missing or broken reflectors. SECONDARY LOCKS. I FRONT LIGHTS. Inspect for damage or burnt LEDs. Ensure proper function I Accessories and that they remain on after wheel stops spinning. REAR LIGHTS. Inspect for damage or burnt LEDs. Ensure proper function I and that they remain on after wheel stops spinning. BASKET and FRONT RACK. Ensure that it is in good condition, that the assembly is l&A adjusted properly and is not bent or twisted. KICKSTAND. Ensure that it is not bent or damaged and that it supports l&A l&A L the bicycle. Adjust if necessary. Bicycle Overall Ensure that the bicycle is clean and free from graffiti. l&C l&C Cleanliness Remove dirt and debris. CONFIDENTIALSHIFT TRANSIT WEGOSHARE BIKE MAINTENANCE SCHEDULE CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLY SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix C On the following pages,Shift Transit has included our bike troubleshooting procedures for the City’s review. 45 SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIALBike Troubleshooting For ValleyBike Share Program #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS001v1 Console Voltage Leaking x Bike resets randomly White screen Bike resets in the middle of a route 1. Make sure bike is powered on. 2. Put a cover screw just above the charging port as pictured below. This is very important to assure a correct contact with a non painted bike frame part. 3. Measure the voltage between points 1 and 2 - see picture below. 4. Measure the voltage between points 1 and 3 - see picture below. 5. Both measures must not exceed 3V. 6. If at least one measure exceeds 3V, the frame of the bike is leaking (through the positive or through the ground). 7. Disconnect one component at a time to evaluate which component is leaking. Example: Disconnect locks connector, repeat steps 1-3 and evaluate if the leak is gone; Disconnect motor connectors, repeat steps 1-3 and evaluate if the leak is gone.BTS002v1 Console No communication x Bike always in “Initializing” screen “Bike is offline” message 1. Go to tech screen page 6 (network page). 2. Check both server and network times (they should be greater than 0). 3. Verify if the IMEI, ICCID, IMSI, APN and HOST fields are filled (see picture below). 4. Verify if the host an APN is according to your system. 5. If IMEI is not present it’s a modem related problem. 6. If ICCID and/or IMSI are not present it’s probably SIM card problem (verify if it’s inserted). 7. Verify the signal strength on BAR field. It’s a value between 0 and 5 and it indicates how strong GSM signal is. Tight GSM antenna connector properly to avoid very low signal strength.BTS003v1 Console No sound/Bad sound x No sound or cracky sound 1. Test with another speaker: Plug it on J7 connector in the handlebar. 2. Verify if J7 cable is punctured/smashed. 3. Try with another SD Card (sound files are stored there). 4. Try with another console.BTS004v1 Console Front lights always on/off x Front lights not blinking; always on or off 1. Verify in Back Office (BO) if the bike configuration for lights is set to blink (if you don’t know how to do it, please ask for help). For lights to blink, Front light OFF time should be greater than 0, otherwise lights will be always on. 2. If the lights are set to be always on, they should follow the configuration. 3. If the lights are set to blink and they don’t have this behavior, try another front lights board (plug it in J7 connector). 4. If the problem persists, verify if the J7 cable is punctured/smashed. 5. Finally, try another console. Bike front lights should be blinking/turned on only when the bike is in In Use state, i.e., after being unlocked. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS005v1 Motor No assistance (Dyname v2.0)x Bike does not assist at all Bike assists but with wrong/weird behavior 1. Put the bike In Use state. 2. Verify if the motor LED is flashing (see picture below). Be aware that this LED is faint, so verify carefully. If LED is flashing go to step 7. 3. If this LED is turned off it can be due to low battery. Verify if the battery is full. If so and the led doesn’t flash, the problem can be associated to 1 or more major components: Powerbox, console, cabling and motor. 4. Replace the powerbox for a new one (make sure it’s a good one) 5. If the problem persists, verify J4 cable end-to-end. This cables carries the motor enable signal. 6. If the problem persists try another console, otherwise the problem could be the motor itself. 7. Verify if the brakes are not pressed. Note that a tiny press can activate the motor security brake. If you have doubts, disconnects the brakes connector in the handlebar and test the bike. 8. Go to tech screen page 1. In this case we are interested in 1st, 2nd and 4th fields: torque, RPM pedal and PWM, respectively. 9. Keep the bike In Use with no pressure on the pedals. Verify the values on the fields mentioned. Torque value should be around 1500mV, RMP pedal and PWM should both be zero. Now ride the bike and pay attention to the same fields. Torque value should be higher, RPM pedal and PWM should rise as you pedal/increase the speed. 10. If the values are expected, the most likely issues are the cabling or motor. Please verify J6 (motor signals) end-to-end. Search for stripped wires or stretched cables. 11. If any value present in step 8 is not behaving accordingly, one may test another torque sensor. 12. Try another torque sensor aside the bike (make sure it’s a new torque sensor) and verify if the values are accordingly to expected. To rise RPM pedal signal you have to rotate the torque sensor shaft. 13. If none of the steps above have worked, please try another console. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS006v1 Motor No assistance (Dyname v2.2)x Bike does not assist at all Bike assists but with wrong/weird behavior 1. Open tech screen in page 8, Motor Controller page. 2. MOTOR CTL field should be 1, which means that the motor controller was detected. 3. Verify if TORQUE and PWR ASSIST fields have the right values. TORQUE value varies from bike to bike, however it should be between 50 and 150. PWR ASSIST value should be 0 when bike is available and greater than zero when the bike is In Use, depending on which percentage is applied to your system. The top value for PWR ASSIST is 65535. 4. If TORQUE value is not on the desired range, verify if the torque sensor is well positioned, as well as the presence of the little magnet in it. The left picture below shows the torque sensor with magnet and the right one without magnet. 5. If the field ERRORS presents some value different from zero, please find the corresponding error in the error list. 6. Please verify if the main board has a version equal or greater than 4.0 (Dyname v2.2 only works these boards). 7. Test a new motor just next to the bike, evaluating if the motor presents some error. 8. As a last step one can try a new console to despite some error that can occur from it. Make sure that the torque sensor is calibrated. Reminder for the Torque sensor calibration at 35lbs (~15Kg) Max +1.0V Min: +0.2V After torque sensor calibration, the fuse must be disconnected during 5 seconds and reconnect to reset the motor assistance.BTS007v1 Locks Locks not working x Bike doesn’t unlock from the dock Locks don’t react after a card swipe 1. In order to measure the locks coil resistance, one must disconnect the connector of the cable #29. 2. The locks coil resistance must be measured individually, i.e., measure one lock coil at a time. With the multimeter, on ohmmeter scale, measure resistance between point 1 and point 2 (1st lock coil), and then between point 3 and point 4 (2nd lock coil). 3. This resistance should be between 20 and 30 ohm (temperature variations affect this value). The most common failure is this value be near 0 ohm, which indicate that this lock coil is shorted. If these values are in the desired range, try another powerbox (Dyname 2.0) or try another motor just next to the bike (Dyname v2.2). 4. As a last step one can try a new console to despite some error that can occur from it. Some time the lock don't release from dock due to over tight cover screws. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS008v1 Locks Speedometer not working x Display always showing 0 km/h while riding Route on BO showing allways 0 lenght 1. Reset the bike 2. Verify if the magnet is in the wheels’ spoke. This magnet should be align with the reader in the bikes’ fork. 3. Pass another magnet near the reader back and forth, to evaluate if the console can read these variations. See tech screen page 2 on field Count. On the left picture below, the count field has value 0. The right picture shows a count field after 2 magnet transitions. 4. If there’s a value greater than zero on field Count, the issue is an alignment error with the magnet on the bike. If the value keeps on zero, go to step 6. 5. Please align the magnet with the magnet sensor until the Count field rises when you rotate the wheel. 6. Undo the magnet sensor screws and verify the harness of it. Look for stretches and/or smashes. At the same time verify if the sensor is not bent or cracked, otherwise it will not work properly. 7. As a last step, change the console and repeat all the steps.BTS009v1 Console White screen x Display gets white while riding Display gets white right after reset 1. As a first step, refer to Voltage Leaking procedure. Some problems with weird white screens can be due to it. 2. If everything is ok, check if the display ribbon cable is ripped as pictured on the side. 3. If the problem persists, turn off the bike, take out SD Card from the Main Board and clean it with contact cleaner. While the SD card is out of the console, format it and put on it a new fresh copy of the files for your system. 4. If the display keeps white try another console.BTS010v1 Locks Locks activate when turn on bike x Locks make the noise of unlocking as soon as the bike is turned on When connect the power main wires it makes a huge spark 1. Follow the steps as explained in Voltage Leaking, since some wire can be pinched in the bike frame. 2. Follow steps as explained in Locks not working procedure, in order to despite if the locks coils are burned. 3. The most common problem in this case is a defected powerbox, which is feeding the locks coil directly when the bike is powered on. So, if in step 1 is everything good, please replace the powerbox with a new one. 4. If the problem persists, please replace the console. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS011v1 Battery Bike does not keep charge x Bike dies when is not connected to the charger 1. Measure the battery voltage in the emergency charging port - see picture below. 2. If the voltage is 0V, something is wrong. Check for smashed/pinched wires from the battery to the charging port, since these wires pass under the motor and can be damaged. 3. If the voltage is 30V or higher, put the bike charging for 2 hours and then evaluate the voltage on the charging port again. It should be higher than 50V, otherwise the battery is defective. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS012v1 Locks Bike turns off when unlocking x Bike turns off when unlocking outside the dock Bike turns off as soon as get out of dock Bike turns off as soon as a card is swiped 1. Verify if the fuse is in proper place (Dyname v2.2 only). 2. Refer to the steps in Voltage Leaking, since some leaks between the frame and the lock wires can lead to this behavior. 3. Refer to the steps in Locks not working to ensure the locks coils are healthy. 4. Now, one must verify if the charging cables that come from the locks housing are leaking to the bike frame. To do so, we measure with an ohmmeter the resistance between each of these cables and the bike frame. Be sure that the ohmmeter make a perfect contact with the bike frame, with an approach like described in Locks not working, step 1. 5. Both sides should present Open Loop resistance value, i.e., no resistance value in Megaohm scale. Thus, we ensure none of the charging cables are shorted to the frame. 6. If there is any readable resistance value it means that the cable is somehow shorted to the frame. 7. Open the lock cover affected with the problem and try to figure out any pinched or bare wire. Above you can see the left and right charging cables (Motor cage point of view). Above you can see the left and right charging contacts (Locks point of view). SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS013v1 Console Bike turns off when hitting the horn button x Console resets when horn button is pressed Console resets when user wants to honk 1. The most common issue in this situation is pinched wires just below the Main Board. Therefore, an efficient test would be undo the screws of console case and release all wires below the console. Then, test the bike with the case opened. If success, it means that some wire was pinched and shorted somewhere, causing the console to reset. 2. Please note if the Main Board as some tape pads on connectors region, in order to prevent pinched wires when the console case is screwed - see picture below. 3. If any wire is pinched or smashed, please replace the whole cable, in order to assure that the adjacent wires will not cause problems. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS014v1 Locks Intermediate stop when in dock / when In Use x Bike makes the sound of intermediate stop (like when it’s in secondary lock) but it’s in a dock Bike makes the sound of intermediate stop when In Use (just after unlock or when riding) 1. Go to tech screen, page 2. In this case, we are interested in SW fields, in the first 2 lines. This fields present the values read by the locks Limit Switches. 2. Mind that when the locks are released (not in the dock nor in the secondary lock) both SW fields should present the value 1. Furthermore, 1st line concerns left lock and 2nd line concerns the right lock. 3. If you see the value 0 in any SW field when the locks are released something is not right with the respective lock. Undo this lock cover and search for pinched/smashed wires and/or bad connectors. 4. If everything looks normal, please simulate the lock pin with the fingers, i.e., when you insert the finger in a lock, the respective SW field should become 0. If this behavior is not followed, please replace the lock and make this test again, before closing the lock plastic case. 5. If the problem persists after replacing the lock, the issue can be related to 2 components: Wiring or console. 6. To detect a console defect, please replace the console for another one that you are sure it’s ok. Please repeat step 4. 7. Finally, if the problem is still there, replace cable #14. This is the cable that ends in J5 console connector. You can test it by plugging it into the console and in the affected lock, just next to the bike but outside the steering column. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS015v1 Console Bike shows Out of Service image x Bike shows Out of Service image Bike shows Out of Service image when hitting horn button 1. When the bike shows this image it can be due to 2 issues: Bike Update or Out of Service state in Back-Office. 2. Verify in the Back-Office, in the respective bike number, if its state is Out of Service. If yes, please investigate with other technicians/BO users why the bike is in this state. Change the state if necessary. 3. If the bike state is Available in Back-Office, please refer to the bike configurations (right upper corner in BO), in order to evaluate if a configuration was sent to the bike recently. When a configuration is sent to the bike it can trigger a bike update. If that’s the case, you have to wait at least 25 minutes, so the bike can update itself. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS016v1 Console Bike shows In Maintenance image x Bike shows In Maintenance image Bike shows In Maintenance image when hitting the horn button 1. The bike shows this image if any technician or BO user changed its state to In Maintenance in BO interface. 2. Please be sure that the bike is in good conditions to be in Available state and, if so, change its state.BTS017v1 Console Bike shows Offline image x Bikes show Offline image when a card is swiped 1. Make sure the bike has passed the Initializing phase. This is very important since the Initializing phase ends when the bike has GSM network signal. 2. Mind that when the bike shows offline image you are still able to get into tech screen.BTS018v1 Console Bike shows ID Unknown image x Bike shows ID unknown image when a card is swiped. 1. This image is shown when the card swiped does not have the correct system ID for your city/system. Please try another RFID card in the same bike. 2. Contact the person who programmed the card to evaluate all the card credentials: card key, System ID and card type. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS019v1 Console Bike shows "Please Contact Service"x Bike shows text Please Contact Service right after reset Bike shows text Please Contact Service when hitting the horn button Bike shows text Please Contact Service while riding 1. This text appears in the display to warn the user/technician that something is wrong with the SD card. 2. Please disassemble the console case to have access to the SD card. Take out the SD card from its connector in the Main Board. 3. Format the SD card in a PC and put on it a fresh copy of the files for your city. 4. Clean the SD card contacts with contact cleaner. Make sure to spray contact cleaner also inside the SD connector. 5. To assure a better contact between the SD card and its connector, it’s a plus to put some thin tape in the SD card surface, thus making a little pressure in the connector contacts. 6. If the problem persists, please replace the console. Sometimes the problem can be due to the SD card connector pins welded in the PCB. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL #rev Group Issue 2.0 2.2 Symptoms Possible Causes Procedure Notes BTS020v1 Console Bike shows Unlock Error image x Bike shows Unlock Error image after a card has been swiped. 1. This problem can be associated with several issues. 2. Please verify in the BO if the bike related assets are all filled up and exist. 3. Furthermore, the bike should have its billing status on Live. 4. Please check if the user you’re using is active and has a RFID token associated to it. 5. Also, RFID token should be active. 6. See also if the bike Last Location is filled up. If not, please fill this up with the current location of the vehicle. 7. If the problem persists, please contact tech support in order to trace down the problem.BTS021v1 Console Bike shows "Key Not Recognized" image x Bike shows Key Not Recognized image after swipe a card. 1. This issue occur due to the mismatch between RFID card and console Keys, i.e., the console firmware and the RFID card are programmed with different system keys. For instance, a console is programmed for Summit system and the card swiped is programmed for Riverside. 2. The first step should be programm the console with the right firmware for your system. Please refer to Module 2.3: Update the console and follow all the steps described there. 3. Obviously, make sure the RFID card used is programmed for your system. SHIFT TRANSIT WEGOSHARE PROPRIETY BIKE TROUBLESHOOTING CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix D On the following pages,we have included our electrical schematics for the City of Northampton’s review. 46 SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLY Electrical Schematics For ValleyBike Share Program CONFIDENTIAL «D» «C» «A» «E» «B» ANTENNA SPEED SENSOR CONSOLE GPS GSM J7 J6 J5 J4 BELL BUTTON SPEAKER HEADLIGHT BRAKE LEVER FRONT BRAKE LEVER REAR MOTOR BATTERY TAIL LIGHT TAIL LIGHT LOCK SYSTEM RIGHT LOCK SYSTEM LEFT POWER MANAGEMENT MOUNTING PLATE ASSEMBLY ELECTRICAL SCHEMATIC SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL s7,s9,s11,s16.LOCK SYSTEMS m3,m4,m6.MOTOR m5.MOTOR k1,K2.BRAKE LEVERS s1,s3,s19,s20.LOCK SYSTEMS HARNESS ROUTING «E» «B» «C» b3,b5,b6.BATTERY m2.MOTOR w4. w1. POWER MANAGEMENT FUSE HOLDER POWER MANAGEMENT MNTPL t1, t1. TAIL LIGHT PCBA j4. CONSOLE j6. CONSOLE j7. CONSOLE j5. CONSOLE u1.BELL BUTTON p1.SPEAKER h1.HEADLIGHT «A» «D» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL a2.J4 label a5.Part Number label a1.To CONSOLE J4 a3.To TAIL LIGHT t1 a4.To TAIL LIGHT t1 HARNESS - CONSOLE TO TAIL LIGHT «A» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL b3.Blue label b2.J5 label b11.Part Number label b6.Yellow label b8.Blue label b1.To CONSOLE J5 b4.To LS «L» s1 b5.To LS «L» s3 b9.To LS «R» s18 b7.To SPEED SENSOR y1 b10.To LS «R» s20 HARNESS-CONSOLE TO LOCK SYSTEM R+L «B» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL c4.Brake labelc2.J6 label c7.Part Number label c1.To CONSOLE J6 c3.To BRAKE LEVER k1 c5.To BRAKE LEVER k2 c6.To MOTOR m5 HARNESS - J6 «C» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL d3.HEAD LIGHT label d5.BELL BUTTON label d7.SPEAKER label d2.J7 label d9.Part Number label d1.To CONSOLE J7 d4.To HEADLIGHT h1 d6.To HORN u1 d8.To SPEAKER p1 HARNESS- CONSOLE TO HEADLIGHT, HORN & SPEAKER «D» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL HARNESS-MOTOR TO LOCK SYSTEM e12.Red label e9.Red e5.Black e4.Part Number label e1.To MOTOR m4 e2.To MOTOR m3 e3.To MOTOR m6 e11.To LS «L» s10 e10.To LS «L» s4 e8.Red label e7.To LS «R» s12 e6.To LS «R» s14 «E» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL x8.6 positions x7.4 positions x6.2 positions x5.1 position x3.PUD x4.MATE-N-LOK x1.ULTRA FAST x9 x10 x11 x12 x13 x14 x15 x16 x17 x18 x19 x20 x21 x22 x2.DF62 CONNECTORS «X» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL j2. SD Card j3. LCD DISPLAY connector j5. To «B» b1 j7. To «D» d1 j6. To «C» c1 j4. To «A» a1 j1. SIM Card j9. To ANTENNA g1 j8. To ANTENNA g2 CONSOLE «J» j10.GPS j11.Sim card j12.SD card j11.GSM SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL b2.Black b1.Red b4.Circuit 1 b3.To MOTOR m2 b5.To POWER MANGEMENT MNTPL w1 b6.To POWER MANAGEMENTFUSE HOLDER w5 b7.Red BATTERY «B» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL m2.To BATTERY b3 m11.Wires m3.To «E» e2 m4.To «E» e1 m5.To «C» c6 m6.To «E» e3 m10.Red m9.Black m8.Red m7.Black 1 4 2 3 2 1 5 4 3 6 m1.To POWER MANAGEMENT FUSE HOLDER w7 MOTOR «M» m5 circuit:1. GND (Black)2. A (White)3. B (Green)4. +12V (Red)6. +5V (Orange) m6 circuit: 1. Solenoid - (Black) 2. Solenoid +48V (Red) 3. Solenoid - (Black) 4. Solenoid +48V (Red) SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL w6.To BATTERY b6 w1.BATTERY - b5 w7.To MOTOR m1 w2.Fuse cap w8.ULTRA FAST x10 w5.ULTRA FAST x9 w4.POWER MANAGEMENT FUSE HOLDER w3.POWER MANAGEMENT MNTPL POWER MANAGEMENT MOUNTING PLATE ASSEMBLY «W» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL s15.Black s5.Red s2.Blue s13.Solenoid s16.Electrical contact s11.Red s18.Blue s8.Solenoid s7.Electrical contact s9.Red s14.To «E» e6 s4.To «E» e10 s12.To «E» e7 s3.To «B» b5 s19.To «B» b9 s20.To «B» b10 Detail «A» s1.To «B» b4 s10.To «E» e11 s6.«L» s17.«R» s6.«L» s21.pin 2 Black s24.pin 3 Unused s23.pin 3 Blue s22.pin 1 Brown LOCK SYSTEMS «S» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL y1.To «B» b7y2.Yellow SPEED SENSOR «Y» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL u1.To J7 BELL BUTTON «U» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL p1.To J7 p3. Red p2. Black SPEAKER «P» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL h1.To J7 h3.J2 Positive h2.J1 Negative HEADLIGHT «H» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL ANTENNA «G» g3.GSM label g4.GPS label g1.To CONSOLE gps g2.To CONSOLE gsm SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL k2.To «D» c5 k1.To «D» c3 BRAKE LEVERS «K» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL t1.To «A» a3,a4 TAIL LIGHT «T» SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL s7,s9,s11,s16.LOCK SYSTEMS m3,m4,m6.MOTOR m5.MOTOR k1,K2.BRAKE LEVERS s1,s3,s19,s20.LOCK SYSTEMS «E» «B» «C» b3,b5,b6.BATTERY m2.MOTOR w4. w1. POWER MANAGEMENT FUSE HOLDER POWER MANAGEMENT MNTPL t1, t1. TAIL LIGHT PCBA j4. CONSOLE j6. CONSOLE j7. CONSOLE j5. CONSOLE u1.BELL BUTTON p1.SPEAKER h1.HEADLIGHT «A» «D» x8.6 positions x7.4 positions x6.2 positions x5.1 position x3.PUD x4.MATE-N-LOK x1.ULTRA FAST x9 x10 x11 x12 x13 x14 x15 x16 x17 x18 x19 x20 x21 x22 x2.DF62 Part NameMOTOR LOCKS SYSTEM LIGHT SYSTEM SOUND SYSTEM BRAKE SYSTEM BATTERY SYSTEM CONSOLE What does it do Provide assistance to the user when pedaling Secure the véhicule in the docking point. Secure the secondary lock. Hold the charging contact. Signal the bike presence to other road users Warn/sound users about the bike presence/path Safely brake and stop the bike Provide power to all the electric components Manages all the system elements Components Stator Rotor Transmission Torque sensor hall sensor Drive Solenoid Limit Switch Inductive Switch Charging Contact Left Charging Contact Right Odometer Front Light Rear Light HORN BUTTON SPEAKER BRAKE LEVER RIGHT BRAKE LEVER LEFT BATTERY POWER MANAGEMENT MNTPL RFID Reader SD Card SIM CardAntena GSM+GPS Modem Board Main Board Components description Fix part of the electrical motor. Rotating part of the electrical motor. Assembly that transmits power from the electrical motor to a driving axle.Control the balance of power and speed.Magneticaly activated switch, the stronger the magnetic field is, higher is the voltage. "PCBA that control the motor and the LS solenoid power. Also provide 12VDC for the console" Unlock the locking mechanism. Detect the position of the locking mechanism. Detect the docking point or secondary lock (right side only) Use to charge the bike while in the docking point. Use to charge the bike while in the docking point. "Use to count the front whell spin (converted to distance and velocity) Right side of the fork" Signal the bike presence at front. Signal the bike presence at the rear. "Button for user interaction (Play horn sound and more)" Produce sound Used to detect user braking and stop the motor Used to detect user braking and stop the motor Used to accumulate electric power Protection agains over currents and allows the emergency charging Component used to read the RFID tokens "Used to store the sound, images, logs and configs files." Also used to store firmware files during FOTA process.Component used to allow a connection to the GSM networkAntena dual for getting a GPS signal and a connection to the GSM network. I/O INPUT fromTORQUE SENSOROUTPUT toMOTOR drive INPUT from BATTERY POWER MANAGEMENT MNTPL LOCK SYSTEM RIGHT Charging Contact LOCK SYSTEM LEFT Charging Contact CONSOLE OUTPUT to LOCK SYSTEM RIGHT Solenoid LOCK SYSTEM LEFT Solenoid CONSOLE INPUT from MOTOR DRIVE OUTPUT to CONSOLE OUTPUT to CONSOLE OUTPUT to MOTOR DRIVE OUTPUT toMOTOR DRIVE OUTPUT toCONSOLE INPUT from CONSOLE INPUT from CONSOLE OUTPUT to CONSOLE INPUT fromCONSOLE OUTPUT toCONSOLE OUTPUT to CONSOLE INPUT from POWER MANAGEMENT MNTPL (emergency charge) OUTPUT toPOWER MANAGEMENT MNTPL (fuse) MOTOR DRIVE OUTPUT to DRIVE BATTERY INPUT FROM BATTERY OUTPUT toMODEM BOARDMAIN BOARD INPUT from ANTENNA GSM+GPS INPUT from ANTENNA GSM+GPS LOCK SYSTEM LEFT LOCK SYSTEM RIGHT ODOMETER SENSOR MOTOR DRIVE BRAKE LEVER HORN BUTTON OUTPUT to REAR LIGHT LOCK SYSTEM LEFT LOCK SYSTEM RIGHT MOTOR DRIVE SPEAKER FRONT LIGHTS > > > > > > > > > > > > > > > > > > > > > > > > > > > > > >> > > > > > > > > > > > > > > Connector - - ULTRA FAST x10 ULTRA FAST x9 MATE-N-LOCK x21 MATE-N-LOCK x22 MATE-N-LOCK x16 Pin 2 Pin 3 Pin 5 Pin 6 MATE-N-LOCK x17 Pin 1 Pin 2 MATE-N-LOCK x17Pin 3Pin 4MATE-N-LOCK x16Pin 1Pin 4 DF-62 x11 DF-62 x11 MATE-N-LOCK x17 Pin 1 Pin 2 Pin 3 Pin 4 MATE-N-LOCK x21 MATE-N-LOCK x22 DF62 x12 Pin 1 Pin 2 MATE-N-LOCK x20 Pin 1 Pin 2 MATE-N-LOCK x20 Pin 1 Pin 2 MATE-N-LOCK x20 Pin 1 Pin 2 MATE-N-LOCK x20Pin 1Pin 2 MATE-N-LOCK x20 Pin 1 Pin 2 MATE-N-LOCK x20 Pin 1 Pin 2 MATE-N-LOK x19 Pin 1 Pin 2 ULTRAFAST X9 ULTRAFAST X10 ULTRAFAST X9 MATE-N-LOK x20 Pin 1 Pin 2 ULTRAFAST X9 SMA femaleSMA female SMA female SMA female J5 PUDx13 PIN 3 PIN 4 J5 PUDx13 PIN 7 PIN 8 J5 PUDx13 PIN 9 PIN 10 J6 PUDx13PIN 1PIN 7 J6 PUDx13 PIN 6 PIN 8 J7 PUDx13 PIN 1 PIN 2 J4 PUDx13 PIN 9 PIN 10 J5 PUDx13 PIN 1 PIN 2 J5 PUDx13PIN 5PIN 6 J6 PUDx13 PIN 9 PIN 10 J7 PUDx13 PIN 5 PIN 6 J7 PUDx13 PIN 7 PIN 8 > > > > > > > > > > > > > >> >> > > > > > > > > > > > > > > > > >> > > > > > > > > > > > > >> > > > > > > > > >> > > > > > > > > >> > > > > > > Instruction(s) Vary voltage Vary output torque Supply Power Supply Power Charge Charge Communication Communication Ground Read Brake Signal Supply Power Activate Supply PowerActivate GroundSupply power Activate Close Read Lock Inductive Switch Ground Read Lock Inductive Switch Ground Charge Charge Wheel spin counter Ground Power Supply Activate Power Supply Activate Activate Ground Sound SignalSound Signal Brake signal Ground Brake signal Ground Emergency Charge Emergency Charge Power all electronics Power all electronics Power all electronics Emergency Charge Power Emergency Charge Power Power all electronics RF signalRF signal RF signal RF signal Read Lock Limit Switch Read Lock Inductive Switch Read Lock Limit Switch Read Lock Inductive Switch Read Odometer signal Supply power Supply powerSupply power Ground Read Break signal Supply power Read horn button signal Activate Supply power Supply power Supply power Supply powerSupply power Motor Communication Motor Communication Speaker B Speaker A Activate Supply power > > > > > > > > > > > > > >> >> > > > > > > > > > > > > >> > > > > > > > > > > > >> > > > > > > > > >> > > > > > > > > >> > > > > > > Current Type Magnetic Field Signal from 0 VDC to 5VDC Power +50VDC Power Ground Power +50VDC Power Ground A B Ground Signal +3.3VDC Power Ground Power +48VDC Power GroundPower +48VDC Power GroundPower +12VDC Power 48VDC Signal 3.3VDC Signal 5VDC Power Ground Signal 5VDC Power Ground Power 50 VDC Power Ground Signal +3.3VDC Ground Signal +3.3VDC Signal ground Signal +3.3VD Signal ground Signal +3.3VDC Ground +12VDC PWM signal-12VDC PWM signal Signal +3.3VDC Ground Signal +3.3VDC Ground Power +48VDC Power Ground Power +48VDC Power Ground Power +48VDC Power +48VDC Power Ground Power +48VDC GSM RF signalGPS RF signal GSM RF signal GPS RF signal Signal +3.3VDC Signal +12VDC Signal +3.3VDC Signal +12VDC Signal +3.3VDC Ground GroundPower 12V Ground Signal +3.3VDC Ground Signal +3.3VDC Signal ground Power +3.3V Power 12V Inductive Switch Ground Inductive Switch Power 12V Inductive SwitchGround Inductive Switch RS485_A RS485_B Sound signal Sound signal Signal Ground Power +3.3V Vehicle Electrical Schematic and connections. Dyname 2.2 SHIFT TRANSIT WEGOSHARE PROPRIETY ELECTRICAL SCHEMATIC CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix E On the following pages,we have included our spare parts list for your review. 47 Essential Spare Parts for ValleyBike Share Program Parts list revision date: Jan/16/ 2024 Version: v1.5 USD SHIFT TRANSIT WEGOSHARE PROPRIETARY SPARE PARTS CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL Essential Spare Parts - Price List for ValleyBike Share Program This spare parts list addresses the most commonly necessary and urgent needs for electric and electronic spare parts for the ValleyBike Share Program. Bike Parts (*) Please check refurbished parts stock availability before order. Part Number Part Name Selling Price MOQ Standard Lead Time [weeks] WGS01-001 Refurbished Console MainBoard (refurbished and guaranteed by Wegoshare)* 175.00 USD 5 6 WGS01-002 Refurbished Console ModemBoard (refurbished and guaranteed by Wegoshare)* 195.00 USD 5 6 WGS01-003 Console MainBoard v6.x 240.00 USD 25 12 WGS01-004 Console ModemBoard v6.x 270.00 USD 25 12 WGS01-005 Console Kit (Main v6 + Modem v6) 495.00 USD 25 12 WGS01-006 Unified Console “new” •Wegoshare full redesign •100% compatible with existing bikes •Rugged single board design •Easy access and maintenance •Less cables inside handlebar •Better GPS precision •Embedded eSIM (optional) •Embedded SD card •Bluetooth connectivity •USB-C external port 515.00 USD 15 Available from 1st Quarter 2024 WGS01-007 Bell Button 24.50 USD 15 8 WGS01-008 Speaker 14.00 USD 15 8 WGS01-009 15Ah / 720 Wh Battery 450.00 USD 5 8 WGS01-011 Brake lever Right 16.50 USD 15 8 WGS01-012 Brake lever Left 16.50 USD 15 8 WGS01-014 SD CARD, Industrial grade, pre- programmed 22.00 USD 5 4 WGS01-015 Antenna GPS & GSM w/ SMA cable 27.00 USD 5 8 WGS01-016 Antenna GPS w/ SMA cable 24.00 USD 5 8 SHIFT TRANSIT WEGOSHARE PROPRIETARY SPARE PARTS CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL Essential Spare Parts - Price List Cables and Electric Parts Part Number Part Name Selling Price MOQ Standard Lead Time [weeks] WGS02-001 Cable J4 3.50 USD 5 8 WGS02-002 Cable J5 16.00 USD 5 8 WGS02-003 Cable J6 5.50 USD 5 8 WGS02-004 Cable J7 6.00 USD 5 8 WGS02-005 Cable J4+J6 •Replaces 2 cables by 1 •Easier installation 9.75 USD - Available from 1st Quarter 2024 WGS02-006 Recharge Cable 14.00 USD 5 8 WGS02-007 Rear Light Cable 3.00 USD 5 8 WGS02-009 Cable J8 [Motor] for Unified Console 9.50 USD 15 Available from 1st Quarter 2024 WGS02-010 Cable J9 [Handlebar] for Unified Console 8.50 USD 15 Available from 1st Quarter 2024 WGS02-011 Unified Console Cable Kit (J5+J8+J9)t 32.00 USD 15 Available from 1st Quarter 2024 WGS03-001 First Dock Cable 26.50 USD 5 8 WGS03-002 InterDock Cable 22.50 USD 5 8 WGS03-003 XYZ to PEB Cable 5.00 USD 5 8 SHIFT TRANSIT WEGOSHARE PROPRIETARY SPARE PARTS CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL Essential Spare Parts - Price List Dock and Station Parts Other / Assorted Part Number Part Name Selling Price MOQ Standard Lead Time [weeks] WGS04-001 DC-DC 300W 344.00 USD 5 12 WGS04-002 PEB Board v5 85.00 USD 15 12 WGS04-003 PEB Hall Sensors 16.50 USD 15 12 WGS04-004 XYZ board v2 •Improved solution •Same format and mounting points 35.00 USD 15 12 WGS04-005 AC-DC 465.00 USD 1 4 WGS04-006 Docking Point Left - Plastic Cover -USD - Available from 2nd Quarter 2024 WGS04-007 Docking Point Left - Plastic Cover -USD - Available from 2nd Quarter 2024 Part Number Part Name Selling Price MOQ Standard Lead Time [weeks] WGS05-001 External Charger 300W 68.00 USD 2 6 WGS05-002 TECH RFID Card 6.50 USD 5 1 WGS05-003 RESET RFID Card 6.50 USD 5 1 WGS05-005 TECHMENU RFID Card 6.50 USD 5 1 SHIFT TRANSIT WEGOSHARE PROPRIETARY SPARE PARTS CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix F On the following pages,Shift Transit has included a draft of the relaunch project plan for the City of Northampton’s review. 48 Action Item Action Owner Stakeholder/Approval Rights Start Date Due Date Status Comments Operating Contract Contract Negotiated and Executed Andrew Shift Transit/Client 3/15/2024 4/1/2024 SOW/SLA/KPIs Negotiated and Executed Andrew/Becky Shift Transit/Client 3/15/2024 4/1/2024 Invoice Process Determined Andrew Shift Transit/Client 3/15/2024 4/1/2024 Insurance Secure General Liability Insurance Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Secure Auto Insurance Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Secure Worker's Comp Insurance Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Secure Garage Keeper's Insurance Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Secure Cyber Liability Insurance (if applicable)Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Facility and Tools Secure Firm to Assist in Permanent Facility Procurement (if applicable)Becky Shift Transit 4/1/2024 4/10/2024 Tour Locations Becky Shift Transit 4/1/2024 4/10/2024 Decide on Location Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Assess Needs for any Tenant Improvement Becky Shift Transit 4/1/2024 4/10/2024 Negotiate and Sign Lease Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Receive Keys for Facility Becky Shift Transit 4/10/2024 4/10/2024 Utilities Becky Shift Transit 4/10/2024 4/10/2024 Determine Scope and Execute Office Build Out Becky Shift Transit 4/10/2024 4/10/2024 Office Furniture procurement Becky Shift Transit 4/10/2024 4/12/2024 Office Supply procurement Becky Shift Transit 4/10/2024 4/12/2024 Tools, Computers, and Equipment procurement Becky Shift Transit 4/10/2024 4/12/2024 Vehicles Select vehicle(s) for field use Becky Shift Transit 4/1/2024 4/10/2024 Purchase/lease process for vehicle(s)Andrew/Becky Shift Transit 4/1/2024 4/10/2024 Procure Vehicles Becky Shift Transit 4/1/2024 4/10/2024 Brand vehicles (if applicable)Becky Shift Transit 4/1/2024 4/10/2024 Staffing Begin General Manager Search Jonathan/Becky Shift Transit 4/1/2024 4/10/2024 Conduct Interviews Jonathan/Becky Shift Transit 4/1/2024 4/10/2024 Select and Interview Final Candidates Jonathan/Becky Shift Transit 4/1/2024 4/10/2024 Choose and Make Offer to Final GM Candidate Jonathan/Becky Shift Transit 4/1/2024 4/10/2024 Onboard General Manager Jonathan/Rory Shift Transit 4/1/2024 4/10/2024 New Hire Documentation Jonathan/Rory Shift Transit 4/1/2024 4/10/2024 Training Program Becky Shift Transit 4/1/2024 4/10/2024 Begin Program Manager Search Jonathan/Becky/GM 4/1/2024 4/10/2024 Conduct Interviews Jonathan/Becky 4/1/2024 4/10/2024 Select and Interview Final Candidates Jonathan/Becky 4/1/2024 4/10/2024 Choose and Make Offer to Final GM Candidate Jonathan/Becky 4/1/2024 4/10/2024 Onboard General Manager Jonathan/Rory 4/1/2024 4/10/2024 New Hire Documentation Jonathan/Rory 4/1/2024 4/10/2024 Training Program Becky 4/1/2024 4/10/2024 Begin Drivers and Field Team Search Jonathan/Becky/GM Shift Transit 4/1/2024 4/10/2024 Begin Customer Service Team Search Jonathan/Becky/GM 4/1/2024 4/10/2024 Begin Bike Mechanic Team Search Jonathan/Becky/GM 4/1/2024 4/10/2024 Multiple Mass Hire Events (if applicable)Becky/GM Shift Transit 4/1/2024 4/10/2024 Conduct Interviews Becky/GM Shift Transit 4/1/2024 4/10/2024 Select/Offer Becky/GM Shift Transit 4/1/2024 4/10/2024 Onboard Fleet Technicians Becky/GM Shift Transit 4/1/2024 4/10/2024 New Hire Documentation Becky/GM Shift Transit 4/1/2024 4/10/2024 Training Program Becky/GM Shift Transit 4/1/2024 4/10/2024 Telecom/IT Order Phones/Tablets Becky Shift Transit 4/1/2024 4/10/2024 Internet/Cradlepoint Setup Becky Shift Transit 4/1/2024 4/10/2024 Computers Becky Shift Transit 4/1/2024 4/10/2024 Google Suite Additions Becky Shift Transit 4/1/2024 4/10/2024 Slack Instance Becky Shift Transit 4/1/2024 4/10/2024 Bot and Workflow Creations Becky/GM Shift Transit 4/1/2024 4/10/2024 Google Shared Resource setup between Shift and Client Becky Shift Transit/Client 4/1/2024 4/10/2024 Standard Operating Procedures Draft SOPs Becky/ GM Shift Transit 4/1/2024 4/10/2024 Standard Station Cleaning & Inspections Becky/ GM Shift Transit 4/1/2024 4/10/2024 Asset Safety Inspection Becky/ GM Shift Transit 4/1/2024 4/10/2024 Fueling/Recharging Becky/ GM Shift Transit 4/1/2024 4/10/2024 Relocation (Standard and Optimization)Becky/ GM Shift Transit 4/1/2024 4/10/2024 Special Cleaning Becky/ GM Shift Transit 4/1/2024 4/10/2024 Technical Services Becky/ GM Shift Transit 4/1/2024 4/10/2024 Mechanical Services Becky/ GM Shift Transit 4/1/2024 4/10/2024 Vehicle Logistics Services Becky/ GM Shift Transit 4/1/2024 4/10/2024 Tow Strategy Becky/ GM Shift Transit 4/1/2024 4/10/2024 Administration Services Becky/ GM Shift Transit 4/1/2024 4/10/2024 Special Projects Becky/ GM Shift Transit 4/1/2024 4/10/2024 Marketing Events Becky/ GM Shift Transit 4/1/2024 4/10/2024 Inclement Weather Becky/ GM Shift Transit 4/1/2024 4/10/2024 Accident Procedures Becky/ GM Shift Transit 4/1/2024 4/10/2024 Org Chart Becky/ GM Shift Transit 4/1/2024 4/10/2024 Provide first draft of SOP to client team for review/approval Becky/ GM Shift Transit 4/1/2024 4/10/2024 Client provides comments/edit Client Client 4/1/2024 4/10/2024 Provide second draft of SOP to Client team for review/approval Becky/GM Shift Transit 4/10/2024 4/15/2024 Client provides comments/edits Client Client 4/15/2024 4/17/2024 Final Draft Approved Becky/GM/Client Shift Transit/Client 4/17/2024 4/20/2024 IT Interface Relaunch Backend Becky/Andrew Shift Transit 4/1/2024 4/10/2024 Client Hardware + Software Stack Training Becky/GM/Team Shift Transit 4/10/2024 4/15/2024 Backoffice Training (Fleet Management, Task Delegation, Etc.)Becky Shift Transit 4/10/2024 4/15/2024 ValleyBike Share Program RELAUNCH PROJECT PLAN + CHECKLIST Anticipated Relaunch Date: 4/10/2024 SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL Telematics Installation Training Becky Shift Transit 4/10/2024 4/15/2024 Backoffice Setup and Integration Becky Shift Transit 4/10/2024 4/15/2024 Customer Facing App Setup for GM and Techs Becky/GM/Fleet Techs Shift Transit 4/10/2024 4/15/2024 Tools/Equipment Order Source and Acquire Spare Parts Becky Shift Transit 4/10/2024 4/15/2024 Tires Becky Shift Transit 4/10/2024 4/15/2024 Front wheels Becky Shift Transit 4/10/2024 4/15/2024 Rear wheels Becky Shift Transit 4/10/2024 4/15/2024 Stem Becky Shift Transit 4/10/2024 4/15/2024 Front Brakes Becky Shift Transit 4/10/2024 4/15/2024 Rear Brakes Becky Shift Transit 4/10/2024 4/15/2024 Seat Becky Shift Transit 4/10/2024 4/15/2024 Kickstand Becky Shift Transit 4/10/2024 4/15/2024 Handlebars Becky Shift Transit 4/10/2024 4/15/2024 Floor Deck Becky Shift Transit 4/10/2024 4/15/2024 Rear lights Becky Shift Transit 4/10/2024 4/15/2024 Bell Becky Shift Transit 4/10/2024 4/15/2024 LCD Display Becky Shift Transit 4/10/2024 4/15/2024 Throttle Becky Shift Transit 4/10/2024 4/15/2024 Lock (if applicable)Becky Shift Transit 4/10/2024 4/15/2024 GPS Module Becky Shift Transit 4/10/2024 4/15/2024 Source and Purchase Essential Items for Vehicle Becky Shift Transit 4/10/2024 4/15/2024 Safety Vests Becky Shift Transit 4/10/2024 4/15/2024 Car Jacks Becky Shift Transit 4/10/2024 4/15/2024 Engine starter pack Becky Shift Transit 4/10/2024 4/15/2024 Jump pack Becky Shift Transit 4/10/2024 4/15/2024 Jumper cables Becky Shift Transit 4/10/2024 4/15/2024 Drill Becky Shift Transit 4/10/2024 4/15/2024 Security bit Becky Shift Transit 4/10/2024 4/15/2024 Tire gauge Becky Shift Transit 4/10/2024 4/15/2024 Cordless Tire Pumps Becky Shift Transit 4/10/2024 4/15/2024 Tire Pump Batteries Becky Shift Transit 4/10/2024 4/15/2024 Micromobility 4/10/2024 4/15/2024 Safety Vests Becky Shift Transit 4/10/2024 4/15/2024 Power Strips Becky Shift Transit 4/10/2024 4/15/2024 Drill Becky Shift Transit 4/10/2024 4/15/2024 Security bit Becky Shift Transit 4/10/2024 4/15/2024 Tire gauge Becky Shift Transit 4/10/2024 4/15/2024 Cordless Tire Pumps Becky Shift Transit 4/10/2024 4/15/2024 Tire Pump Batteries Becky Shift Transit 4/10/2024 4/15/2024 Program Reporting Create Template for Program Reporting and Management Andrew/Rory Shift Transit 4/1/2024 4/10/2024 Provide First Draft of Template to Client for Review/Approval Andrew/Rory Shift Transit 4/1/2024 4/10/2024 Finalize Template Post Client Review/Approval Andrew/Rory/Client Shift Transit 4/1/2024 4/10/2024 Train GM and Fleet Technicians on Reporting Database and Proper Documentation Andrew/Rory/GM Shift Transit 4/1/2024 4/10/2024 Create Weekly Status Report for Client GM Shift Transit 4/1/2024 4/10/2024 Special Events Strategy Identify "Special Events" that Potentially Require SLA Changes Becky/Andrew/GM Shift Transit 4/10/2024 4/14/2024 Receive Client Approval for Special Events Schedule + SLA Adjustments Andrew/Client Shift/Client 4/10/2024 4/14/2024 Create Special Events Schedule and Disseminate to Team Becky/GM Shift Transit 4/10/2024 4/14/2024 Marketing/PR Shift Transit Press Release Announcing Launch of Service Heili/GM Shift Transit 4/10/2024 4/14/2024 Necessary Updates to Website + Social Channels to Incorporate Additional Businness U Heili/GM Shift Transit 4/10/2024 4/14/2024 Post-Launch Initiatives Establish Daily Call with GM to Track Team Performance for Initial 2 Weeks Post Launch Becky/GM Shift Transit 4/10/2024 4/14/2024 Establish Weekly Performance Review Meeting w/Client Becky/GM Shift Transit 4/10/2024 4/14/2024 Add GM to Monthly Financial + Operational Review Call and Discuss Call Expectations Becky/GM Shift Transit 4/10/2024 4/14/2024 Establish Spare Parts Ordering Process w/ Client Becky/GM Shift Transit 4/10/2024 4/14/2024 Request Program KPIs from Client to Track Performance of Program Becky/GM Shift Transit 4/10/2024 4/14/2024 Additional Services Member Services/Call Center/Customer Service Setup Becky/GM Shift Transit 4/10/2024 4/14/2024 Equity Programs/Cash Payment Options Becky Shfit Transit 4/10/2024 4/14/2024 Brand Development/Website Becky/Heili Shfit Transit 4/10/2024 4/14/2024 Rebalancing/Optimzation Strategies Becky/GM Shfit Transit 4/10/2024 4/14/2024 Equipment (station) Installation (if applicable)Becky/GM Shfit Transit 4/10/2024 4/14/2024 Stations Materials (If applicable)Heili/Gm Shfit Transit 4/10/2024 4/14/2024 SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SHIFT TRANSIT VALLEYBIKE SHARE RFP-NON PRICE PROPOSAL Appendix G On the following pages,Shift Transit has included a sample user agreement for the City of Northampton’s review. 49 1 Rideable Rental Agreement, Liability Waiver, and Release ValleyBike Share is a self-serve bicycle rental system (“Service”), established by the City of Northampton and managed by Shift Transit LLC (“Company,” “Our,” or “We”). In consideration of your use of any Service, Company requires that you (“User”, “You”, or “Your”) agree to all terms and conditions in this Bicycle Rental Agreement, Liability Waiver, and Release (“Agreement”), which are intended to promote the safe use of ValleyBike Share’s rideables, and which apply to all Long-Term Users as well as to all Access Users, as defined below. In this Agreement, “User” means and includes both Long-Term Users and Access Users. Section 1. Modifications to Agreement. Company reserves the right to unilaterally amend, modify, or change this Agreement, at any time and from time to time in its sole discretion, without notice and without User’s consent. By continuing to use any Service after any amendment, modification, or change, User has agreed to be bound by all such amendments, modifications, and changes. User must carefully review this Agreement on a regular basis to maintain awareness of all amendments, modifications, and changes. Whenever a change is made to this Agreement, Company will post a notification on the website (“Website”). Section 2. Term of Agreement. This Agreement shall remain in full force and effect beginning with Your first use of any Service, and as otherwise provided in this Agreement; provided, however, that Your personal financial responsibility under Section 15 of this Agreement, titled “Credit Card Matters”, expires one year after the later of (i) Your last use of any Service, or (ii) the expiration of Your of any pass purchased for the use of any Service (each a “Pass” or “User Pass”). At any time and from time to time, and without User's consent, Company may unilaterally terminate Your right to use any Service, in Company’s sole discretion and without any notice or cause. This Agreement remains in full force and effect after any termination of Your right to use any Service. Section 3. Service System. The Service is comprised of ValleyBike Share shared mobility stations (“Stations”), which sometimes include an automated pay station (“Pay Station”), and separate stands that allow the docking of ValleyBike Share rideables (“Docks”). The Stations are for the purposes of the renting, docking, and locking of ValleyBike Share rideables, as well as the identification of the User. Under the Service, ValleyBike Share rideables may be rented from any Station and must be returned to any Station. Section 4. User Passes. Section 4.1 Long-Term Pass. User may purchase a long-term User Pass for the use of the Service for a period of one year (“Long-Term Pass”). To purchase a Long-Term Pass, User must complete a registration form and create an account ("Account") on the Website to become a Long-Term User (“Long-Term User(s)”). When a Long-Term User subscribes to the Service, Company will charge the Long-Term User’s credit card the amount for the Pass, as described in Section 5. Once Long-Term User’s credit card payment clears, Company will mail a system key with a welcome packet to the mailing address listed by Long-Term User. Welcome packets are typically sent to Long-Term User within one (1) week. User must activate the system key card on the Website, under the “Login” heading, before using the Service for the first time. A Long-Term Pass becomes valid and active once the system key is activated on the Website. All users, including Long-Term Users, must still pay the rates as set forth in Section 7 for all Bike Pass trips in excess of 60 minutes. Within one year after the expiration of a Long-Term Pass, User may renew (if the “auto- SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 2 renewal” option was not already selected) the Long-Term Pass on the Website, under the “Login” heading. If the Long-Term Pass is not renewed within this period of time, then User may be required to (i) take certain actions to reactivate Long-Term User's Account, or (ii) create an entirely new Account for a new Long-Term Pass. The Long- Term Pass, and the personal identification number and system key related thereto, are non-transferable and may be terminated if User breaches this Agreement, as decided by Company in its sole discretion. If a Pass is terminated for any reason, then no refund shall be provided. Section 4.2 Access Pass. If User elects not to purchase a Long-Term Pass and merely uses the Service for a short period of time, then User may elect to purchase an Access Pass for a period of 72 hours (“3-Day Bike Pass”), 24 hours (“Daily Bike Pass”) or via a per-minute usage fee (Pay-As-You-Go Pass) and User shall be considered an Access User (“Access User”). To purchase an Access Pass, Access User will either be prompted for payment (1) at the Station, or (2) via the mobile app or (3) via the website on a mobile device; provided; however, that Access User must in addition pay the rates as set forth in Section 7 and all users, including Access Users, must still pay the rates as set forth in Section 7 for all Bike Pass trips in excess of 60 minutes. Section 5. Long-Term User Rates and Benefits. A one-year Long-Term Pass may be purchased for $50 (taxes are included), plus additional charges pursuant to the rates set forth in Section 7. User may purchase a Pass by using a Visa, Amex or MasterCard credit card. For Long-term Pass holders, bike overage fees (i.e., those trips in excess of 60 minutes, as the case may be) charged to Long-term User’s credit card monthly on the 10th of each month OR when overage fees reach an amount of $50, whichever happens first. At the end of each month, Long-Term User may access a statement of chargeable trips on the Website. If Long-Term User has any claim or dispute regarding a chargeable trip, then Long-Term User must, within 10 business days from the end of the prior month with the disputed claim, provide to Company the corresponding trip number to identify the place and time the ValleyBike Share rideable was rented and returned. Section 6. Access Pass User Rates and Benefits. A 3-Day Bike Pass may be purchased for a $15 for a 72-hour period and a Daily Bike Pass may be purchased for $8 for a 24-hour period, plus additional charges pursuant to the rates set forth in Section 7. A Pay-As-You-Go Pass may be purchased for $1 to unlock plus $0.35 per minute of ride time until the bicycle is docked at a Station. When an Access User signs up for the Service either (1) at the Station, or (2) via the mobile app or (3) via the website on a mobile device, the charge will appear on Access User’s credit card statement. Section 7. Usage Rates. In addition to the Long-Term and Access Pass rates outlined in Sections 4 through 6, all Users are subject to usage rates. So long as User returns the ValleyBike Share bicycle to a Bike Dock within 60 minutes, no usage charge applies. User may remove another ValleyBike Share bicycle from a Bike Dock after returning and docking the previous ValleyBike Share bicycle. Section 8. Availability of Service. Company makes every effort to provide the Service for 365 days per year, but does not guarantee that the Service will be available at all times, as force majeure events or other circumstances might prevent Company from providing the Service. Access to the Service also is conditioned on the availability of ValleyBike Share rideables at each Station. Company does not represent or warrant the availability of any Service or the availability of any ValleyBike Share rideable at any Station. User may use the Website or Mobile App which may be downloaded from the iTunes Store or Google Play, to consult the inventory of ValleyBike Share rideables available at a Station. SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 3 Section 9. Directions for Using Service. Section 9.1 Removing Rideable. Section 9.1(a) Removing Rideable by Long-Term User. Long-Term User must insert his/her system key into the reader slot on the Dock keyboard, to remove the ValleyBike Share rideable from the Dock. After the system key has been inserted into the reader slot, Long-Term User will have 20 seconds to remove the ValleyBike Share rideable from the Dock. The signal light remains yellow during the validation of Long-Term User’s system key, and the signal light turns green when the ValleyBike Share rideable can be removed. Two sound signals are also emitted. If the ValleyBike Share rideable is not removed within 20 second period, the Dock locks and Long-Term User must repeat the process described above. Section 9.1(b) Removing Rideable by Access User. An Access User must insert a credit card into the Pay Station or, if using the Mobile App or Mobile Website, obtain a 5-digit code after completing the payment process. The Access User must then type the 5-digit code into the Bike Dock keyboard, to remove the ValleyBike Share rideable from the Dock. After the 5-digit code has been entered, the Access User has 20 seconds to remove the ValleyBike Share rideable from the Dock. The signal light remains yellow during the validation of the Access User’s 5-digit code, and the signal light turns green when the ValleyBike Share rideable can be removed. Two sound signals are also emitted. If the ValleyBike Share rideable is not removed within 20 seconds, the Dock locks and the Access User must repeat the process described above. Each time an Access User would like to remove a new ValleyBike Share rideable from a Dock, Access User must insert a credit card into the Pay Station, or renew using the Mobile App or Mobile Website and obtain a new 5-digit code, to remove the next ValleyBike Share rideable. An Access User may remove up to four ValleyBike Share rideables on each credit card account, and Access User will be charged for the use of four ValleyBike Share rideables. Note that if an Access User rents multiple rideables in one transaction, only one (1) 5-digit code will be issued for removal of the ValleyBike Share rideables from the Dock. Section 9.2 Returning Rideable. To return the ValleyBike Share Rideable, User must secure it into an available Dock. A sound signal is emitted, and the signal light turns yellow, then green, confirming that the ValleyBike Share rideable has been properly secured to the Dock. If the ValleyBike Share rideable is not properly secured in the Dock, then the signal light turns red, and a longer signal sound is emitted. If the signal light turns red, User must repeat the operation until the signal light turns green, and the ValleyBike Share rideable is properly secured in the Dock. If the signal light does not turn green, User must return the ValleyBike Share rideable to another available Dock. If there is no available Dock at the Station, then Users must push the “Time Credit” icon on the Pay Station screen under the “More Options” menu. Long-Term Users must insert their key into the reader slot on the Pay Station and Access Users must swipe their credit card at the Pay Station, to obtain an additional 15-minute credit in which to return the ValleyBike Share rideable to another Station. No fee is charged to User for the additional 15- minute credit. User may immediately remove another ValleyBike Share rideable from a Dock. Any ValleyBike Share rideable that is not properly secured remains the sole responsibility of User, and the usage rates set forth in Section 4 will be charged until the ValleyBike Share rideable is properly secured. Section 9.3 Permitted Period of Continuous Use; Lost or Stolen Rideable. Use of the Service is limited to a period of 24 consecutive hours (“Permitted Period of Continuous Use”). If User maintains possession of the ValleyBike Share rideable beyond the Permitted Period of Continuous Use, then the ValleyBike Share rideable is deemed lost or stolen, User’s credit card may be charged a fee of $1,200, and a police report may be filed with local authorities. Company will first attempt to contact the User via telephone and email prior to charging the credit card, using the contact information provided by the User upon subscribing, in an attempt to locate the ValleyBike Share rideable. The data generated by the Service’s computer is conclusive evidence of the period of use of a ValleyBike Share rideable by User. User must report the disappearance of a ValleyBike Share rideable to Company within 24 hours following the disappearance and must report the disappearance to the local police department within 48 SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 4 hours. If User promptly files a police report and forwards the police report to Company, then Company may, in its sole discretion, choose to charge User a reduced fee based on theft or damage to the ValleyBike Share rideable. Any use that exceeds the Permitted Period of Continuous Use is deemed a disappearance of the ValleyBike Share rideable, until the ValleyBike Share rideable is found or returned to a Dock. Section 9.4 Lost or Damaged System Key. If User’s system key has been lost or damaged, a replacement may be purchased by calling 888-925-445 or by emailing information@shifttransit.net and reporting that the system key has been lost or damaged. A replacement charge of $5.00 for the lost or damaged service key will be charged, and a replacement system key will be mailed to User’s mailing address of record. Section 10. General Assumption of Risk by User. User agrees that riding a ValleyBike Share rideable involves many obvious and not-so-obvious risks, dangers, and hazards, which may result in injury or death to User or others, as well as damage to property, and that such risks, dangers, and hazards cannot always be predicted or avoided. User agrees that such risks, dangers, and hazards are User's sole responsibility. User agrees that if User’s use of any Service causes injury or damage to another person or property, then User may be liable for all resulting injuries, damages, and related costs. By choosing to ride a ValleyBike Share rideable, User assumes all responsibility for all related risks, dangers, and hazards, and User agrees that Company is not responsible for any injury, damage, or cost caused by User with respect to any person or property, including the ValleyBike Share rideable itself. User is solely and fully responsible for the safe operation of the ValleyBike Share rideable at all times. User may need to take additional safety measures or precautions not specifically addressed in this Agreement. Section 11. Prohibited Acts. User must not ride a ValleyBike Share rideable while carrying any briefcase, backpack, bag, or other item else, if it impedes User’s ability to operate a ValleyBike Share rideable safely. User must not use any cellular telephone, text messaging device, portable music player, or other device that may distract User from safely operating a ValleyBike Share rideable. User must not operate a ValleyBike Share rideable while under the influence of any alcohol, drugs, or other substance that may impair User’s ability to safely operate a ValleyBike Share rideable. User must not carry a second person on a ValleyBike Share rideable. User must not dock or lock any rideable in any Station other than ValleyBike Share rideables. User must not use any locking mechanism, other than the locking mechanism provided by Company at the Bike Dock, to lock a ValleyBike Share rideable to a Dock. No ValleyBike Share rideable should be left unattended unless securely returned to and lock in a Dock. User must not violate any applicable federal, state, or local law, including those for bicycle riders. User must not dismantle or modify a ValleyBike Share rideable in any way. This rule does not apply to the use of the seat height adjustment feature on ValleyBike Share bicycles. User must not exceed the maximum weight limit for the ValleyBike Share bicycle (298 pounds). User must not operate a ValleyBike Share rideable in extreme weather conditions, including snow, hail, and electrical storms, which make it more dangerous to operate a ValleyBike Share rideable. User is advised to adjust User's riding behavior and braking distance to suit the weather conditions. SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 5 User must not allow others to use a ValleyBike Share rideable that User has removed from a Dock. User understands that when User removes from a ValleyBike Share rideable from a Dock, it is to be used only by User. User must not transfer User’s system key, 5-digit code at the Pay Station or any other Account information to any other person. Section 12. Additional User Obligations. User agrees that User is a competent rideable operator, is sufficiently fit to safely operate a ValleyBike Share rideable, and has taken all precautions necessary to ensure that User is capable of engaging in such physical activity. Like any physical activity, riding a ValleyBike Share rideable may cause minor or major injuries or discomfort and may worsen or complicate underlying medical conditions or diseases. By choosing to ride a ValleyBike Share rideable, User assumes all responsibility for all such injuries or other medical conditions. User agrees that rideables are machines that may malfunction, even if the rideable is properly maintained, and that such malfunction may cause injury. User agrees that before using a ValleyBike Share rideable, User will inspect the ValleyBike Share rideable to determine the following: (i) adequate tire pressure; (ii) operation of all brakes and lights; (iii) proper attachment of the seat, pedals, and basket; (iv) good condition of the frame; and (v) any sign of damage, unusual or excessive wear, or other mechanical problem or maintenance need. User agrees not to ride the ValleyBike Share rideable if User notices any mechanical or other problem or safety issue, and User agrees to promptly notify Company of all problems and issues and to use a different ValleyBike Share rideable. User agrees to press the “Faulty Rideable” button within 1 minute of docking a ValleyBike Share rideable that User notices has any mechanical or other problem or safety issue. User agrees that Company does not provide or maintain riding paths or other locations for riding ValleyBike Share rideables, and that Company does not guarantee that there will always be a safe place to ride a ValleyBike Share rideable. Roads, bicycle/rideable lanes, and bicycle/rideable routes may become dangerous due to weather, traffic, or other hazards. User must not use a ValleyBike Share rideable for racing, riding off-road, or any other use, besides safe operation on public or private roads or property and designated bicycle/rideable routes. User agrees that Company is not a common carrier. Alternative means of public and private transportation are available to the general public and to User individually, including public bus, taxis, and pedestrian paths. Company provides ValleyBike Share rideables only as a convenience, and such rental availability is intended by Company to be used only by those persons who are able and qualified to operate a ValleyBike Share rideable on their own and who have agreed to all terms and conditions of this Agreement. User must return the ValleyBike Share rideable to a Station and must insert the ValleyBike Share rideable into a Dock, within 24 hours from the time the ValleyBike Share rideable was originally removed from a Dock. User agrees that if the ValleyBike Share rideable is not returned to a Station and inserted into a Dock within 24 hours, then the ValleyBike Share rideable is deemed missing or stolen, and User does hereby authorize Company to charge User’s credit card as provided in Section 9.3. User agrees that Company may require User to return a ValleyBike Share rideable at any time. User agrees that access to the Service is denied to any person less than 16 years of age, whether or not accompanied by a parent or guardian. Minors who are at least 16 years of age may use the Service, but only if the Service is subscribed for by or under the responsibility of the minor’s parent or guardian; and, the parent or guardian is fully liable for all injuries, damages, and costs caused by the minor’s use of the Service. User must report all accidents and injuries involving a ValleyBike Share rideable to the local authorities and to ValleyBike Share's Customer Service at 888-925-4415 as soon as possible, but in no event later than 24 hours after the occurrence of the accident or injury. SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 6 User agrees if User is unable to report identifying information due to a medical emergency, Company may, at its discretion, provide personal and contact information to the authorities upon their request. Section 13. Additional Fees. If the ValleyBike Share rideable is not returned to a Dock within the Permitted Period of Continuous Use, then User will be charged a fee as provided in Section 9.3 of this Agreement. If the ValleyBike Share rideable is returned to a Dock damaged or in a state of disrepair arising out of User’s negligence, except for normal wear and tear, then User will be charged a fee that is equal to the cost of repair. Such fees may be charged as soon as 24 hours after the ValleyBike Share rideable is not returned or is returned in a damaged state. Company will attempt to contact the User via telephone and email before charging the User's credit card, by using the contact information provided by the User when subscribing to the Service. Section 14. Helmets. Wearing a Snell, CPSC, ANSI, or ASTM approved helmet, properly sized, fitted, and fastened, while operating a rideable may protect against an injury, or may lessen the severity of an injury, caused by an impact to the head; however, bicycle helmets are not 100% effective, do not protect against all head injuries, and do not protect against other injuries. Although some state and local laws do not require bicycle riders to wear helmets, Company does not provide helmets to Users, but recommends that all riders wear a Snell, CPSC, ANSI, or ASTM approved helmet that has been properly sized, fitted, and fastened, according to the manufacturer’s instructions. Company does not represent or warrant the quality or safety characteristics of any helmet, and User agrees that Company must not be held liable for any injury suffered by User while using the Service, whether or not User is wearing a helmet at the time of injury. Section 15. Credit Card Matters. You must input a valid credit card number and expiration date before You will be allowed to use the Service, and You do hereby represent and warrant that You are authorized to use the credit card (Company accepts only Visa, Amex or MasterCard). You do hereby authorize Company to charge Your credit card for all expenses incurred on Your Account, including all additional fees and repair charges. If You dispute any charge on Your Account, then you must contact Company within 10 days of Your receipt of Your statement containing the disputed charge. Users have an on-going duty to update all changes relating to their credit card. If an Access User removes another ValleyBike Share rideable from a Dock while the previous hold is still in effect, then an additional hold will not be placed on the User’s credit card. If the ValleyBike Share rideable is returned within the 24-hour maximum period of allowed use, then the hold may be released within ten days, depending on the User’s bank’s policies regarding holds. Company uses Authorize.net (“Processor”) as Our transaction payment processor. The transmission of data to Processor and the approval of a credit card should take less than 10 seconds; however, a credit card might not allow for an overcharge/overdraft, which means that a User’s transaction request could be denied. All denials of a transaction by a User’s bank, all holds, and all other similar issues are the User’s sole responsibility and should be dealt with between the User and his or her bank. Company takes reasonable steps to ensure that all data transmitted by Company is done safely and privately; however, despite those steps, Company cannot guarantee the complete security of all credit card and other data transmitted by Company or Processor. Please review the DISCLAIMERS and LIMITED LIABILITY sections set forth below, which are applicable to User’s use of the Service, including the transmission of credit card and other data. Section 16. Termination. User may terminate User's use of the Service at any time, and User may cancel User's Pass at any time; provided, however, that (i) no refund will be provided by Company, (ii) the term of this Agreement continues in accordance with Section 2 of this Agreement, the hold may remain on User’s credit card account for up to 10 days, even if User SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 7 terminates User's use of the Service, and (iii) User may still be charged any applicable additional fees in accordance with Section 13 of this Agreement. Section 17. Choice of Law; Dispute Resolution. This Agreement is governed by, and must be construed and enforced in accordance with, the laws of the State of Tennessee, excluding principles of conflicts of laws. For every dispute regarding this Agreement: (i) the prevailing party is entitled to its costs, expenses, and reasonable attorney fees (whether incurred at trial, on appeal, or otherwise) incurred in resolving or settling the dispute, in addition to all other damages or awards to which the party may be entitled; (ii) each party consents to the jurisdiction of the courts of the State of Tennessee and agrees that those courts have personal jurisdiction over each party; (iii) venue must be in Chattanooga, State of Tennessee; and the parties must submit the dispute to mandatory mediation held in the State of Tennessee. Every mediation must be completed within 4 months of the date when the initial notice demanding mediation was provided by any party. If, for any reason, the dispute is not resolved through mediation within the 4-month period, then the parties may continue seeking to resolve the dispute by use of any process, including litigation by trial. Section 18. Waiver. No waiver of any breach of any provision of this Agreement is a waiver of any other breach or of any other provision of this Agreement. The terms of this Agreement may be waived or amended only in writing and only by the party that is entitled to the benefits of the term being waived or amended. Section 19. Cumulative Remedies. All rights and remedies granted under or referred to in this Agreement are cumulative and nonexclusive, and resort to one does not preclude resort to another or to any other right or remedy provided by law. Section 20. Final Agreement. This Agreement contains the complete, final, and exclusive integrated agreement between the parties with respect to its subject matter. This Agreement supersedes all other prior agreements, written or oral, relating to such subject matter. At any time and from time to time, and without User’s consent, Company may unilaterally amend, modify, or change this Agreement, in its sole discretion and without any notice or cause. By continuing to use any Service after any amendment, modification, or change, User has agreed to be bound by all such amendments, modifications, and changes. User must carefully review this Agreement on a regular basis to maintain awareness of all amendments, modifications, and changes. Section 21. Representations. Each party (“Promising Party”) represents and warrants to the other party that: (i) the Promising Party has the legal power and authority to enter into this Agreement and to undertake and perform all of its duties and obligations hereunder; (ii) there is no contract or other legal obligation that prevents the Promising Party from entering into this Agreement or from undertaking or performing all of its duties and obligations hereunder; and (iv) this Agreement is the Promising Party’s legally binding and fully enforceable agreement. Section 22. Contract Interpretation. The headings in this Agreement do not affect the interpretation of this Agreement. “Or” is not be exclusive in its meaning. “Including” means “including, but not limited to.” “Herein,” “hereunder,” and other similar terms refer to this Agreement as a whole and are not limited to the specific section on paragraph where they appear. Plural terms refer to all Users of the relevant class, and singular terms refer to one or more Users of the relevant class. All pronouns include the masculine, feminine, and neuter pronoun forms. All schedules and exhibits referred to herein SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 8 are hereby incorporated by reference. Section 23. Notices. You may contact Company by writing, calling, or emailing Company at the street address, telephone number, and email address listed below: Shift Transit 123 Main Street Northampton, MA 01060 Customer Service: 888-123-1234 information@shifttransit.net Section 24. Releases. “Claims” means, collectively, any and all claims, injuries, demands, liabilities, disputes, causes of action (including statutory, contract, negligence, or other tort theories), proceedings, obligations, debts, liens, fines, charges, penalties, contracts, promises, costs, expenses (including attorneys’ fees, whether incurred at trial, on appeal, or otherwise), damages (including consequential, compensatory, or punitive damages), or losses (whether known, unknown, asserted, unasserted, fixed, conditional, or contingent) that arise from or relate to any Service, ValleyBike Share rideable, Station, Dock, or related information, including User's use of any of the foregoing. In exchange for being allowed to use any Service, ValleyBike Share rideable, Station, Dock, or related information, User (acting for User and for all of User's agents, affiliates, representatives, successors, heirs, and assigns) does hereby (i) fully and forever release and discharge Company, Service, ValleyBike Share rideable, Station, Dock, and all of its owners, officers, directors, affiliates, employees, agents, representatives, successors, and assigns (collectively, “Company and its Related Parties”) from all Claims that User has or may have against Company and its Related Parties, except for Claims caused by Company's gross negligence or willful misconduct, and (ii) User agrees to indemnify and hold harmless Company and its Related Parties from and against all Claims, except for Claims caused by Company's gross negligence or willful misconduct. Such releases are intended to be general and complete releases of all Claims. Company and its Related Parties may plead such releases as a complete and sufficient defense to any Claim, as intended third beneficiaries of such releases. Section 25. DISCLAIMERS. YOU DO HEREBY ACKNOWLEDGE AND AGREE THAT YOUR USE OF ANY SERVICE, RIDEABLE, STATION, DOCK, OR RELATED INFORMATION IS AT YOUR SOLE RISK. TO THE FULLEST EXTENT PERMITTED BY LAW, COMPANY AND ITS RELATED PARTIES DISCLAIM ALL EXPRESS AND IMPLIED WARRANTIES, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, COMPATIBILITY, SECURITY, ACCURACY, NONINFRINGEMENT, AND USEFULNESS, WITH RESPECT TO ANY SERVICE, RIDEABLE, STATION, DOCK, OR RELATED INFORMATION, WHICH ARE ALL PROVIDED “AS IS” AND “AS AVAILABLE” (AND YOU RELY ON THEM SOLELY AT YOUR OWN RISK). WE DO NOT REPRESENT OR WARRANT THAT ANY SERVICE, RIDEABLE, STATION, DOCK, OR RELATED INFORMATION WILL BE IN GOOD REPAIR OR ERROR-FREE, AND DELAYS, OMISSIONS, INTERRUPTIONS, OR INACCURACIES COULD EXIST IN ANY SERVICE, RIDEABLE, STATION, DOCK, OR INFORMATION. YOU ASSUME FULL RESPONSIBILITY AND RISK OF LOSS FOR USING ANY SERVICE, RIDEABLE, STATION, DOCK, OR RELATED INFORMATION, AND WE ARE NOT LIABLE FOR ANY CLAIM ATTRIBUTABLE TO ANY OF THE FOREGOING. Section 26. LIMITED LIABILITY. YOU DO HEREBY ACKNOWLEDGE AND AGREE THAT COMPANY AND ITS RELATED PARTIES ARE NOT SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY 9 RESPONSIBLE OR LIABLE FOR ANY CLAIM, INCLUDING THOSE THAT ARISE OUT OF OR RELATE TO (A) ANY RISK, DANGER, OR HAZARD DESCRIBED IN THIS AGREEMENT, (B) YOUR USE OF, OR INABILITY TO USE, ANY SERVICE, RIDEABLE, STATION, DOCK, OR RELATED INFORMATION, (C) YOUR BREACH OF THIS AGREEMENT OR YOUR VIOLATION OF ANY LAW, (D) ANY NEGLIGENCE, MISCONDUCT, OR OTHER ACTION OR INACTION BY YOU, (E) YOUR FAILURE TO WEAR A BICYCLE HELMET WHILE USING A VALLEYBIKE SHARE RIDEABLE, OR (F) ANY NEGLIGENCE, MISCONDUCT, OR OTHER ACTION OR INACTION OF ANY THIRD PARTY. YOU DO HEREBY WAIVE ALL CLAIMS WITH RESPECT TO ANY OF THE FOREGOING, INCLUDING THOSE BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STATUTORY, OR OTHER GROUNDS, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH CLAIMS. OUR TOTAL LIABILITY FOR ALL CLAIMS, INCLUDING THOSE BASED IN CONTRACT, TORT (INCLUDING NEGLIGENCE), STATUTORY, OR OTHER GROUNDS, IS LIMITED TO THE SUM OF $100. SOME JURISDICTIONS DO NOT ALLOW FOR LIMITED LIABILITY OR EXCLUSION OF IMPLIED WARRANTIES; AND, IF ANY OF THOSE LAWS APPLY TO YOU, THEN SOME OR ALL OF THE ABOVE DISCLAIMERS, EXCLUSIONS, OR LIMITATIONS MIGHT NOT APPLY TO YOU, AND YOU MIGHT HAVE ADDITIONAL RIGHTS. Section 27. City of Northampton With respect to Section 24 (Releases), Section 25 (Disclaimers), Section 26 (Limited Liability), and all other release, disclaimer, limitation of liability, indemnification, and hold harmless provisions set forth in this Agreement, the defined terms “Company”, “Our”, and “We” also include and mean the City of Northampton and all of their respective elected and appointed officers, officials, employees, and agents. Section 28. Partial Invalidity. If any provision of this Agreement, or any paragraph, sentence, clause, phrase or word, or the application thereof, in any circumstances, is adjudicated by a court of competent jurisdiction to be invalid, the validity of the remainder of this Agreement shall be construed as if such invalid part were never included herein. Section 29. JURY WAIVER. EACH PARTY HERETO HEREBY WAIVES, TO THE FULLEST EXTENT PERMITTED BY APPLICABLE LAW, ANY RIGHT IT MAY HAVE TO A TRIAL BY JURY IN ANY LEGAL PROCEEDING DIRECTLY OR INDIRECTLY ARISING OUT OF OR RELATING TO THIS AGREEMENT OR THE TRANSACTIONS CONTEMPLATED HEREBY (WHETHER BASED ON CONTRACT, TORT OR ANY OTHER THEORY). EACH PARTY HERETO (A) CERTIFIES THAT NO REPRESENTATIVE, AGENT OR ATTORNEY OF ANY OTHER PARTY HAS REPRESENTED, EXPRESSLY OR OTHERWISE, THAT SUCH OTHER PARTY WOULD NOT, IN THE EVENT OF LITIGATION, SEEK TO ENFORCE THE FOREGOING WAIVER AND (B) ACKNOWLEDGES THAT IT AND THE OTHER PARTIES HERETO HAVE BEEN INDUCED TO ENTER INTO THIS AGREEMENT BY, AMONG OTHER THINGS, THE MUTUAL WAIVERS AND CERTIFICATIONS IN THIS SECTION. SHIFT TRANSIT VALLEYBIKE SHARE PROGRAM RFP CONFIDENTIAL & PROPRIETARY FOR INTERNAL USE ONLYCONFIDENTIAL SAMPLE ONLY