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HomeMy WebLinkAboutRESPONSE - RFP - P865 REVENUE COLLECTION SYSTEMPROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES PROPOSAL TO THE CITY OF FORT COLLINS TRANSPORTATION SERVICES FOR THE PROVISION OF ORIGINAL A COMPLETE REVENUE COLLECTION SYSTEM Prepared and Submitted BY 'GENFARE A UNIT OF SPX CORPORATION 751 Pratt Boulevard Elk Grove Village, IL 60007 847-593-8855 Fax:847-593-1824 Contact: Terry K. Brock Director of Sales, Western Region 909-443-0199 December 11, 2002 PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES TABLE OF CONTENTS EXECUTIVESUMMARY...............................................................................................................................1 1. TECHNICAL PROPOSAL.................................................................................................................4 1.1 Equipment Design Requirements and Operation.................................................................4 1.2 Equipment Installation Requirements...............................................................................33 1.3 Security Provisions............................................................................................................34 1.4 Software Requirements and Training Program..................................................................37 1.5 Operator and Maintenance Training Program....................................................................41 2. TOTAL SYSTEM QUALITY............................................................................................................44 2.1 Description and History of Proposed Fare Collection System............................................44 2.2 Description and Explanation of Proposed Preventative Maintenance Program and Historical LifeCycle Costs.................................................................................................................44 2.3 Warranty on System Components.....................................................................................46 2.4 Accuracy of Fare Collection and Ridership Information.....................................................48 3. COMPANY PRIOR PERFORMANCE, BACKGROUND AND EXPERIENCE.................................49 3.1 Brief History of Firm's Experience in Manufacture of Fare Collection Systems..................49 3.2 Description of Production Facility, with Reference to Production Capacity, Quality Control, and QualityAssurance..............................................................................................................50 3.2.4 Capabilities for Customer Technical Assistance................................................................51 3.3 Lawsuits, Claims or Disputes.............................................................................................51 3.4 Audited Financial Statements............................................................................................51 3.5 References of Completed Orders in Past Two -Five Years................................................51 3.6 Capabilities for Provision and Service of Replacement Parts............................................54 3.7 Procedures for Development and Updating of Technical Manuals and Publications ......... 54 4. PROJECT IMPLEMENTATION AND COMPLETION.....................................................................56 4.1 Description of Proposed Implementation Plan, Schedule, and Final Completion Date ...... 56 4.2 Detailed Work Program and Schedule...............................................................................56 4.3 Key Project Personnel - Resumes and Job History .......................................................... 57 4.4 Subcontractors..................................................................................................................58 EXECUTIVE SUMMARY GFI Genfare is pleased to provide the City of Fort Collins Transportation Services with this proposal for electronic registering fareboxes and revenue collection system. As the world's leading manufacturer of electronic bus farebox equipment we are confident we can supply you with reliable, secure, technologically advanced system that will meet its needs well into the future. The proposed system is based on GFI's proven CENTSaBILL farebox and GFI magnetic card reader. We will also furnish revenue collection equipment, a data collection system, and other goods and services as specified. The CENTSaBILL farebox and magnetic card reader are a proven combination with thousands of units installed at transit agencies throughout the United States. The system will be capable of processing a full range of modem fare media, including magnetic fare documents. It will also be capable of accepting interagency transfers or regional farecards issued by other agencies using GFI equipment. This could be a useful feature should a regional transit system be implemented. ADVANTAGES OF THE SYSTEM WE PROPOSE We'll Be Here When You Need Us. GFI Genfare has the proven ability to support the equipment throughout its service life, something not every bidder can claim. We have been in the transit fare collection business for nearly 20 years. We currently provide service and support for approximately 40,000 fareboxes at 200 agencies throughout North America. Our staff of 160 includes 15 technical support service personnel. All commonly used parts are kept in stock at our plant near Chicago's O'Hare Airport and can be shipped quickly upon receipt of your order. When you call years from now to ask for parts or service for the equipment now being purchased we can say with confidence that we will be there to answer the phone. Better Passenger Revenue Information Including Ridership by Fare Category, Route, Zone, and Time of Day. The data collection and reporting system will generate passenger and revenue data and provide summaries of all important information. Reduced Fare Disputes and Fare Evasion. GFI Genfare equipment is designed to reduce fare disputes. For cash operation, a digital display easily readable by the driver indicates the value of the fare deposited. When the passenger has inserted sufficient currency or coins, a tone sounds. The inserted fare is clearly displayed for examination by the driver. GFI Genfare equipment helps reduce the incidence of fraudulent payment, such as half dollar bills, slugs, etc. Our farebox's bill inspection window permits the driver to inspect bills from both the front and sides to determine whether an inserted item has been folded. Modular Design to Save You Money. GFI Genfare equipment is designed to allow easy upgrade to new features and enhancements through modular design and construction techniques. For example, every CENTSaBILL electronic registering farebox we have ever sold can be retrofitted with the all latest improvements without requiring replacement of the entire unit, an approach we plan to continue with the Odyssey farebox. Reprogramming the farebox (e.g., changes in fare structure, operational parameters, etc.) is easy — the new information can be entered into the data system by authorized personnel and automatically distributed to every farebox in the system during routine daily servicing. -1- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The easy upgrade path offered by GFI Genfare equipment means substantial savings for transit agencies. We have provided upgrades to many customers during our history. Proven Accuracy and Reliability. GFI Genfare farebox equipment has proven itself at transit agencies around the world. Currently we have approximately 40,000 fareboxes installed at more than 200 U.S. transit agencies. On a daily basis GFI Genfare equipment collects, registers, and securely retains millions of dollars in revenue for these transit properties. Despite the extreme conditions typically found in transit vehicles the accuracy and reliability of the equipment consistently exceeds expectations. Historically the accuracy of GFI Genfare fareboxes has exceeded 99.5%. Reduced Stress for the Driver. GFI Genfare equipment has been designed to make the driver's job as simple as possible. Coins and tokens are automatically counted and the value displayed: the driver has the ability to inspect each coin visually. Bills are inserted individually for driver inspection. The farebox automatically validates electronic fare media, eliminating the need for the driver to inspect each fare document. Special fare cash payments (e.g., student, senior) can be accomplished by pressing a button upon inspection and acceptance of the fare. The system is designed to ensure that buses are kept in revenue service. In the event passengers misuse fare media and jam the equipment, backup mechanisms are provided. GFI Genfare equipment features superior ergonomic design to reduce strain on the driver. The GFI Genfare keypad is integrated into the farebox and is mounted on a slightly tilted horizontal surface much like a desktop calculator and is easily accessible by the driver. The keypad offered by our principal competitor, by contrast, is mounted vertically, an awkward position for driver use. The numeric display that indicates to the driver the amount of money deposited in the farebox consists of a large, easy -to -read LEDs (lights -emitting diodes), rather than LCD (liquid crystal display) that are difficult to read in dim light. An additional passenger display is offered as optional equipment. WHY GFI GENFARE? ISO 9001 certified. GFI Genfare has received ISO 9001 certification, indicating that it complies with the stringent requirements of this international quality assurance standard. ISO 9001 certification means that GFI has designed and implemented a systematic QA program to ensure consistently high quality products. A technology leader. GFI Genfare has been the unquestioned leader in farebox technology since we introduced the latest generation electronic farebox in 1980. GFI Genfare innovations include electronic cashbox identification, electronic locks, sealed farebox keypads, infrared data transfer, and on -board diagnostics. We were the first company to design and install an advanced ticket reading and issuing machine (TRIM), which enables transit agencies to implement a wide range of innovative fare payment techniques while at the same time providing exceptionally detailed data reporting. Our new Odyssey validating farebox continues the GFI tradition of forward -looking product development. All told, GFI Genfare holds some 50 patents for fare collection equipment. Able to deliver on time. We have the capacity to manufacture 500 fareboxes per month. We have supplied fareboxes to transit agencies in the nation's largest cities, including Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Detroit, Milwaukee, Minneapolis, New York, Pittsburgh, Philadelphia, Portland (Oregon), San Jose, Seattle, St. Louis, and Washington, D.C. We have never missed a scheduled farebox delivery date. -2- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Responsive. We go to great lengths to help our customers when they need us. In 1990 the Chicago Transit Authority decided it wanted to install an enhanced high -security key and lock mechanism on its 2,500 GFI Genfare cashboxes, which had been in service since 1985. (The enhanced mechanism is now standard on all our fareboxes.) CTA estimated that it would take six months to make the change using its own personnel, presenting intolerable operational difficulties. To solve the problem, we mobilized our entire workforce, including managers, secretaries, and assembly -line workers. Under the direction of GFI Genfare president James Pacelli, GFI Genfare and CTA personnel changed out all 2,500 mechanisms in a single day. The dominant player in the industry. GFI Genfare is the world's largest manufacturer of bus fare collection equipment. We estiniate that more than 75 percent of the electronic fareboxes used on buses in the United States today were built by GFI Genfare. A company with staying power. GFI Genfare is a wholly owned subsidiary of SPX Corporation, an NYSE -listed company with sales of approximately $5 billion for 2001. With a large parent company, GFI Genfare has the financial backing to accomplish the largest fare collection projects. A DBE program that works. GFI Genfare has made a strong corporate commitment to DBE participation. Due to the specialized nature of our business it can be difficult to locate qualified minority firms. Nonetheless, over the past 10 years we have consistently reached our DBE goals. We check out our DBE vendors closely, both in terms of their DBE credentials and their ability to perform to our standards of quality and timely delivery. We don't hire DBEs to work on a single contract but rather attempt to build long-term relationships that work to our mutual benefit. Close by when you need us. Our location near Chicago's O'Hare airport makes it possible for us to get personnel and/or materials to you in a hurry if the need arises. Experienced GFI Genfare personnel will be on -site during all initial operations to ensure a smooth transition to the new system and to monitor system performance. A single manufacturing and office facility for maximum efficiency. All GFI Genfare activities, including design, manufacturing, testing, shipping, and accounting, are conducted out of our Elk Grove, Illinois facility rather than in plants and offices scattered around the country. As a result we are able to achieve many operating efficiencies, including better quality control, quicker decision -making, tighter control of inventory, better availability of spare parts, and quicker response when problems arise. -3- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1 TECHNICAL PROPOSAL Equipment Design Requirements and Operation 1.1.1 Overview GFI Genfare will furnish a complete and fully functional bus fare collection system. The system will employ proven technology, with over 40,000 units installed at over 200 transit agencies throughout North America. The system will consist of the following components: • 27 GFI Genfare CENTSaBILL electronic registering bus fareboxes, each furnished with one cashbox. All fareboxes are to be equipped with a route/run segmenter, magnetic Card Swipe Reader and Installation. One farebox will be mounted on mobile stand for training purposes and is equipped with a power supply. • 3 Spare cashboxes • 24. Quick -disconnect mounts with lock • 1 Stationary Through -Wall Revenue Collection Unit with cashbox receiver, vault structure, currency collection bin and installation • Data collection and reporting system (DCRS) including all necessary hardware, software, and data communication equipment. • Driver, maintenance, and operation training programs • Documentation for operation and maintenance of the equipment. The system recommended optional equipment consist of the following components: • High speed coin counting and conveyor equipment • High Capacity bill counting equipment • Test Set Module & power supply • Farebox accessories including electronic lock, cashbox ID, passenger display, bill accelerator and Ticket Reader/Issue Machine (TRIM). • Vaulting accessory equipment including a portable electronic key, cashbox ID computer & software and a mobile revenue collection system in lieu of the stationary unit. • Spare parts • Extended warranty -4- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.2 Farebox Description The farebox will be installed on each bus adjacent to the driver and near the front door. It will be positioned so that"passengers can easily and rapidly insert the required fare using coins, tokens, tickets, and/or dollar bills. The farebox is equipped with a built-in driver registration unit featuring a keypad and display to enable the driver to operate the farebox. The farebox will be positioned so that the driver may easily view the coin and bill inspection plates and the display and operate the farebox controls. The farebox will be situated to allow for easy access by maintenance and revenue handling personnel. The GFI Genfare farebox is a solid-state, logic controlled, registering device with supported memory. It will accept, count, and register fares in the form of U.S. coins, tokens of various sizes, dollar bills, and tickets. The farebox includes a coin/token module, a bill module, a keypad, display and a cashbox. It will permit the recording of various types of fare transactions by means of a driver -activated keypad. The farebox will function under the operational and environmental conditions described herein. It provides a high degree of security against forced entry and/or unauthorized manipulation. The farebox will permit the passenger to easily and rapidly insert the required fare and enable the driver to readily ascertain that the correct fare has been paid, regardless of the fare medium employed. The farebox has sufficient capacity to securely retain the collected fares until authorized personnel can remove them. The farebox is reliable and will provide uninterrupted service when operated in accordance with specifications. The farebox will provide specific information relative to the daily operations of the farebox, the revenue amounts, types and quantities of passengers, driver/route identification and other information, which may be used in providing audit trails and accountability of the specific items of equipment and of the system operations. The degree and extent of this information and the means and methods of its generation and reporting are described below. If money is exposed due to the cashbox exceeding the capacity described herein, this will not be defined as a failure. The electronic boards and associated electronic components will be capable of operating for 10,000 hours between failures provided there is no abuse, vandalism, operation beyond standards, or lack of maintenance per GFI instructions. The farebox will have a mean time to repair of 10 minutes. Repair is defined as the diagnosis, repair and replacement of one or more defective assemblies such as coin mechanism, bill transport, or electronic board to put the farebox back in service. Repair of the defective assembly will not be included in mean time to repair. -5- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.3 Operating Environment 1.1.3.1 Environmental Conditions The farebox will operate and not suffer any degradation in performance under the following environmental conditions: Storage Temperature -25" to +150" F Operating Temperature +320 to +1100 F, plus solar load from direct sunlight through bus windows Thermal Shock 1 " F per minute drop in temperature over 15" F range between 110" and 600 F Relative Humidity Range 13% to 99% including condensation. The equipment will function properly in all humidity conditions experienced in buses in THE CITY OF FORT COLLINS service. Vibration 0.3g (rms), 5 to 200 Hz Shock 4g peak (instantaneous) Airborne dust Up to 180 micrograms per cubic meter, with iron and salt particles Inclination 0° to 10° off vertical. Operation at extreme inclination is to be of short duration. Water/solvents Water spray on equipment from cleaning floors and walls; industrial cleaning solvents; wet fare media, rain, mud, snow and slush from passengers' clothing or possessions. The equipment will not be damaged by cyclone -type vacuum machines provided mopping and spraying are confined to the floor. Primary voltage 12 volts DC nominal; operating range 10-18 VDC for short duration — up to 1000V spikes of a few milliseconds duration Electromagnetic interference Conducted and radiated electromagnetic energy in the bus, including 300V arcs from heater and air conditioning controls Grounding/Lightning Good ground available. Protected against 1000V spikes from lightning The farebox will not be affected by any airborne particles, moisture, greases, oils, or other contaminants accumulated on coins, tokens, bills and tickets, including bent and mutilated "street money." 1.1.3.2 Electrical Power The farebox is protected against damage or loss or modification of data caused by: • Lower or higher voltage in the range of zero (0) to fifty (50) volts. • Reverse polarity of the input voltage (short duration). • Temporary voltage drops associated with starting of coaches. • Fluctuating voltages between 10 and 18 VDC. -6- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES (Note: the farebox is not designed for prolonged operation at voltages above 18 VDC. Sustained operation above 18 volts or reversed input polarity will cause failure of the farebox's transient voltage suppression devices.) The farebox power supply includes adequate filters and components to regulate the coach -supplied voltage and eliminate power spikes and noise, which could contribute to erroneous registration, data generation and recording. The farebox power supply will eliminate electronic interference caused by such items as fluorescent light power units, coach alternators, air conditioning units, radio communication units, etc. Adequate protection against transient surges on the coach power supply is incorporated to prevent damage to electronic components. The power supply incorporates sensors that switch off the farebox if the input voltage is above or below tolerable levels. Loss or reinstatement of power will not result in corruption of data in memory. 1.1.3.3 Electromagnetic and Radio Frequency Interference The farebox is unaffected by the following: • Interference: radiation from coach equipment, including radio, lights, electronic destination signs, air conditioners, and generators. The farebox does not emit measurable EMI or RFI that produces harmful interference with any other on -board electronic device or system. • Rain, moisture, and humidity: The farebox will function normally in conditions typical of the transit environment, including wet or damp fare media due to rain or humidity or an accumulation of moisture, salt, mud at the farebox base. 1.1.4 Farebox Operation - Overview When coins or bills are deposited in the farebox, the digital display will count up from "0.00" until the preset full fare is reached, at which point a continuous tone (beep) will sound, the fare will be registered, and the display will recycle to "0.00." Any excess revenue will remain displayed until automatically timed out or the driver presses the "dump" button. To register reduced or special fares, the driver must press the appropriate key on the keypad. The digital display will count up until the reduced or special fare amount is reached, at which point the fare will register as described above. Magnetic fare documents are swiped through the magnetic card reader. If the document is determined to be valid, a "beep" will sound, the fare will be registered. If the document is invalid or unreadable, an intermittent tone (warble) will sound, the fare will not be registered, and an explanatory message will be shown on the farebox alphanumeric displays. The farebox will have the ability to process at least 256 different types of magnetic fare documents. Nonmagnetic tickets deposited in the bill slot will be appropriately registered depending on length. -7- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The farebox may be upgraded to add -on the optional GFI TRIM (ticket reader / issue machine) and/or process contactless smart cards. The farebox also is equipped with a J-1708 data port to permit a future upgrade to control bus signs and other onboard equipment, Please refer to section 1.1.9 for further description. 1.1.5 Farebox Operation - Coin/Tokens 1.1.5.1 Operation The farebox can accept and count the value of pennies (1 cent), nickels (5 cents), dimes (10 cents), quarters (25 cents), half-dollard (50 cents), and Susan B. Anthony and "golden" dollar coins ($1.00) and will accept and register the quantity of 0.650", 0.900", and 1.125" tokens at a rate of not less than 10 per second. Acceptance of a particular token size may be enabled or disabled via downloading from the data system. The coin mechanism may be adapted to identify other sizes of coins or tokens without hardware modification. Following insertion and registration, coins/tokens are directed to an illuminated driver inspection plate on the farebox, where they are displayed for the driver's view. Coins and tokens in the inspection area are advanced to the cashbox (in the lower portion of the farebox) when: the driver depresses the "dump" button; the coins have been exposed in the inspection area for 30 seconds; the quantity of inserted coins accumulates to fill the inspection plate; or any combination of the above. The coin mechanism starts automatically upon insertion of coins. The mechanism registers each coin or token based on its size. The coin mechanism does not evaluate the validity of the coin based on metallic content or other means. If a slug or other bogus coin of the same size as a valid U.S. coin is deposited, it is the responsibility of the driver to note the bogus item on the inspection plate and demand additional payment from the passenger. 1.1.5.2 Coin Slot The coin slot allows rapid insertion of coins and tokens by passengers. It is funnel -shaped to direct inserted coins into the farebox and admits no coin or token larger than a half dollar. Its design deters the entry of paper into the coin slot and minimizes coin jams. 1.1.5.3 Coin Inspection Plate This plate is separate from the inspection plate provided for bills and is large enough to display 10 quarters simultaneously. The inspection plate displays coins in an upright position. The plate is dark in color to contrast with the coins and is protected by a tamperproof 3/16" clear polycarbonate shield. The inspection plate is designed so that coins do not scratch the polycarbonate shield. Upon insertion of coins, a lamp illuminates the inspection plate so the coins can be easily observed. -8- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.5.4 Coin Bypass Foreign materials such as paper clips, keys, rubber bands, and slugs may be processed within a reasonable limit without jamming the coin mechanism. In the event a jam does occur, an unjamming mechanism and a coin bypass device are provided. To unjam the coin mechanism, a button is provided on the side of the farebox facing the driver. Pressing this button manually widens the throat of the coin mechanism, permitting jammed coins/tokens to drop to the escrow. If the coin mechanism cannot be cleared using the coin unjam button, the driver may activate the coin bypass mechanism. This mechanism permits the passage of coins to the inspection plate in the event of a coin jam (most commonly resulting from the insertion of non -coin foreign material) in the coin mechanism and/or the failure of the electronic logic. The bypass mechanism consists of a coin chute that is mechanically shifted into position in place of the normal coin mechanism by a lever mounted on the farebox. Activating the coin bypass requires deliberate action on the part of the driver. Coins processed once the bypass is activated are not counted or registered by the farebox. The security of the farebox and the retention of the revenues is not diminished when the farebox is put into bypass mode. Once a farebox has been put into bypass it is not possible for the driver to reset it from outside the farebox. The farebox notes in its memory and retains for data transmission the exact times when the bypass was activated and deactivated and also creates an "event record" (route/run record). If desired, a separate fareset can be made available for use by drivers when a farebox is placed in bypass. Resetting of the mechanism requires access to the farebox interior by authorized personnel. When the mechanical bypass is activated, bills and tickets may continue to be accepted, registered and processed normally. When probed, a farebox that has been placed in bypass will emit a sound that is noticeably different from the normal probe sound. 1.1.5.5 Deformed Coins Within certain limits, the coin mechanism can handle deformed coins without jamming - that is, coins which are bent or bulged, not perfectly round or have attached foreign material. The mechanism can process and accurately register: • Coins bent or bulged having overall thickness ranging up to 0.020 inch greater than the coins' standard thickness; • Coins having attached, relatively complete and uniform layers of foreign material (such as epoxy, solder or hardened gum) ranging up to 0.040 inch in thickness; -9- CITI December 12, 2002 Mr. Jim Hume City of Fort Collins 6570 Portner Road Fort Collins, CO 80525 Subject: Request for Proposals RFP P-685 for a Revenue Collection System Dear Mr. Hume: GFI Genfare is pleased to provide the City of Fort Collins with the enclosed proposal for a complete Bus Farebox, Revenue and Data Collection System. Additionally, GFI Genfare hereby acknowledges receipt of Addendum # 1. To meet the City of Fort Collins needs, GFI Genfare is proposing its CentsaBill registering bus farebox. The CentsaBill has been designed to process the full range of modern fare media, including reading magnetic farecards and cash. The CentsaBill farebox will provide the City of Fort Collins with many years of trouble -free service. GFI Genfare has provided transit fare collection systems to transit authorities in North America since 1980 and has been the predominant supplier of bus fare collecting equipment ever since. Our commitment to designing and manufacturing long-lasting and reliable products, providing features and products that truly ease the fare collection process for the bus operator and passengers, and our dedication to customer needs through our customer service department have ensured the longevity of our premier position in this market. While we feel our proposal is complete, we respect your requirements and proposal evaluation criteria and will provide any additional information you think might be needed to assist you with your evaluation. We would also like to add our willingness to provide a demonstration of our products and a tour of our facilities to further demonstrate our capabilities and would be happy to comply if this were a part of your evaluation process. In fact, this might be the best way for you to fully evaluate suppliers. GFI Genfare appreciates the opportunity to bid on this important procurement. If there are any questions about our proposal please contact the undersigned and we will be happy to answer them promptly. We look forward to providing the City of Fort Collins and its riders with modern, secure, and reliable fare collection equipment. Very truly yours, GFI GENEFA erry . Brock D' for of Sales, Western Region PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES • Coins not perfectly round (examples: squashed or flat edges) having diameters up to plus or minus 0.020 inch different from standard diameter at the point of deformity. The mechanism can process, but not necessarily accurately register: • Coins bent or bulged having overall thickness ranging between 0.020 inch and 0.080 inch greater than the coins' standard thickness; • Coins having attached, relatively complete and uniform layers of foreign materials ranging between 0.040 inch and 0.080 inch in thickness; Coins not perfectly round having diameters ranging between 0.020 inch and 0.025 inch, plus or minus, from standard diameter at the point of deformity. 1.1.6 Farebox Operation - Currency/Tickets 1.1.6.1 Paper Currency Acceptance Slot The farebox can accept and count one -dollar bills and tickets. The paper currency acceptance slot is positioned adjacent to the coin insertion area and will accept bills that have been fully opened and inserted lengthwise. The dimensions of the currency slot hinder the accidental entry of coins into it. The currency slot is illuminated to facilitate bill entry in dim light. The dollar bill transport employs a top roller mechanism to positively engage an unfolded bill or ticket, irrespective of condition. The mechanism does not require precise insertion by the passenger. The entry to the currency slot is contoured to aid the insertion of bills. The bill transport grips both sides of an inserted bill or ticket and does not rely on the moving the bill or ticket in contact with the inspection window viewing surface. The paper currency must be inserted approximately one-half inch (1/2") before the mechanism will become operational and advance the bill to. the inspection plate. 1.1.6.2 Bill/Ticket Registration The counting logic of the farebox examines the inserted bill for proper dimensions, and upon validation of these dimensions, registers the item as a "one dollar bill." A paper document whose dimensions are less than a dollar bill is automatically classified as a "ticket." The farebox is capable of accepting and processing tickets from a minimum of two inches by two inches (2" by 2") to a maximum of two and a half inches by five inches (21/2" by 5") in half -inch increments, for a total of five different ticket sizes, From experience we have found that certain smaller sizes of tickets present problems. For example, a 2 1/2" by 2" ticket could register as a 2" ticket if inserted sideways. Accordingly we recommend against having a 2" and a 21/2" ticket in use at the same time. In addition, tickets 3 inches in length are not optimum for use with the GFI Genfare cashbox. For best results we recommend the following ticket sizes: • 21/2" by 2" • 31/2" by 2" • 4" by 2" • 41/2" by 2" • 5" by 2" PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The bill or ticket is transported regardless of condition. Because an optical sensor detects the presence of a bill or ticket, no force is required to cause the mechanism to start. 1.1.6.3 Bill Inspection Window After being accepted and counted, paper currency and tickets are displayed in a wraparound -type illuminated inspection window that permits them to be viewed from both front and sides (useful in distinguishing folded bills from half bills). Any external access to the inserted currency (tickets) is prevented by the insertion slot, the acceptor mechanism and a three -sixteenth inch (3/16") thick transparent polycarbonate viewing window. The window does not distort the view of the displayed items and is larger than an unfolded dollar bill. The bill or ticket is centered and displayed full length in this window for ease of inspection. The dollar bill or ticket is advanced to the cashbox (in the bottom of the farebox) when the driver's "dump" pushbutton has been pressed, a 15-second timer has elapsed (can be configured for 30 seconds), or another bill or ticket has been inserted, whichever occurs first. 1.1.6.4 Deformed Media The bill transport can handle, without jamming, deformed paper media, that is, paper media subject to daily "street" use, including wrinkled, tom, folded, oily, or damp bills and tickets. The limits of deformation and the corresponding action of the bill transport are as follows. The mechanism can process and accurately register: • Paper media not uniformly flat or in "new" condition. • Paper media tom to a depth of one-half inch (1/2") from the edge of the bill or ticket. • Paper media that is damp but not saturated. • Paper media having tape or other foreign material adhering that can fit through the opening in the top casting. The mechanism will process but not necessarily accurately register: • Paper media inserted into the transport in folded condition, so as to reduce the overall dimension of the bill or ticket by more than one-half inch (1/2"); • Paper media tom by more than one-half inch (1/2"); • Paper media having internal holes or tears. Dollar bills and tickets can be processed at a rate of one bill or ticket per second. This time is measured from the time that the bill/or ticket is sensed in the bill/ticket insertion slot to the time that the bill/ticket stops for driver examination in the inspection area. Each dollar bill transport will be permanently inscribed with a unique serial number, clearly visible when the farebox is open for maintenance. PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.7 Farebox Operation — Illumination Glare -free illumination of the coin and bill inspection areas and the driver keypad is provided. The bulbs used for this purpose are of a standard automotive, shock -resistant type. The bulbs are inserted in a socket and are easily accessible for replacement. The bulbs automatically illuminate when a coin or bill is inserted or when the "dump" button is pressed. The bulbs are extinguished after a pre-programmed period of inactivity (1 to 60 seconds) unless the "hold" (zero) button is pressed. The bulbs do not cause excessive heat buildup and require no external wiring or mounting. 1.1.8 Farebox Operation — Fare Registration As coins and bills are registered, the farebox logic will receive appropriate electronic signals from the coin mechanism, bill transport, ticket processing unit, and proximity card reader or magnetic card processor if used. It will store the accumulated total in memory and display it on the driver's display. As fares accumulate, the farebox will record in its memory the total amount received since last probing as well as the amount received since installation or clearing of farebox memory. The farebox will also record totals for all cash revenue; bill revenue; and token, ticket, and pass counts. A separate data register will record all cash shown on the driver's display but not accounted for through pressing of a keypad button or registration of a full fare. All such revenue will be counted on an "unclassified revenue" register. 1.1.9 Main Logic Board The Farebox is controlled by an enhanced logic board that operates the farebox components, stores relevant data, and communicates with the data system via the data port. The logic board uses a 32-bit microprocessor to control all other electronics on the board. The board is equipped with a J-1708 port for connection to a future on -board vehicle area network (VAN). The J1708 port is a transportation industry standard hardware connector developed by the Society of Automotive Engineers (SAE) for electrical interface of various on -board electronic devises including engine, transmission and AVL systems. This connector is compatible with RS-232 / RS-485 communication protocol. The main logic board permits data and software to be downloaded through the use of a PCMCIA card. Apart from the PCMCIA card, no parts such as EPROMs must be removed or replaced to accomplish data transfer. The flash RAM used for software storage is capable of up to 100,000 erase/write cycles. The main logic board uses 256 KB of static RAM (SRAM) for data storage. The memory is allocated as follows: 64K data storage, 32 KB workspace, and 160 KB spare capacity. The farebox will permit the installation and operation of either a Type 1 or Type 2 PCMCIA card. The PCMCIA card allows additional data storage, software, or data backup. This will allow up to two additional megabytes of SRAM. The PCMCIA card may be added at a later date without requiring replacement, retrofitting, or remanufacture of the logic board. The PCMCIA card is accessible only from inside the farebox after the maintenance door has been opened. A real time clock will be provided to store time and date. The clock will be operated by a lithium battery when power is not applied to the farebox. -12- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.10 Driver's Digital Display The farebox is equipped with a four digit, seven segment LED (light emitting diode) numeric display. This indicates to the driver the amount of money inserted into the farebox in the form of coins and dollar bills. The insertion of tokens and tickets does not affect the readings on the display. The characters of the numeric display are 5/8" tall and are visible in all forms of ambient lighting normally found on buses. If the farebox is not used for a period of one minute, the display is extinguished to conserve its operating life. The display illuminates again as soon as a coin, token, bill, or ticket is inserted or a keypad button is pressed. Initially the driver's digital display indicates "0.00". As the coins and bills are inserted, the display counts upward, reflecting the amount of money inserted. When an amount equal to a full fare has been deposited, a distinctive tone sounds, the farebox registers the fare in memory, and the display resets to "0.00." If full fare is not deposited, a timer causes the coin inspection plate to "dump" thirty seconds (programmable) after the last coin has been inserted. The timed dump may be delayed for an additional length of time (programmable, typically 30 seconds) by pushing the zero button. After a timed dump, the displays reset to "0.00." The displays also resets to "0.00" when the driver depresses the "dump" button. In addition a tone will sound, indicating the item has been counted. The alphanumeric display will indicate the ticket type. Valid ticket types and associated display messages may be entered via the data system. The farebox memory will maintain a tally of inserted tickets (up to five sizes) and tokens (up to three sizes). When the driver depresses the "dump" button, the coin inspection plate tips and any coins, bills, tokens and/or tickets in the inspection areas are deposited in the cashbox. Any overpayment indicated on the displays when dumping occurs is added to the "unclassified revenue" memory register in the farebox for later uploading to the data system. 1.1.11 Keypad A driver keypad unit is provided with a group of 17 pushbuttons to enable the driver to classify reduced fares or special fares, enter data or cause a readout of data on the information display, and perform various other farebox functions. Sixteen of the pushbuttons are arranged in a four-by-four grid and are labeled "0" through 7' (inclusive), "A" through "D" (inclusive), and "#" and "'." The seventeenth button is the "dump" button, which is located a short distance from the four-by-four pushbutton matrix. The 17 buttons taken together are referred to as the keypad. The keypad is a sealed unit to prevent entry of foreign material (including liquids), which might cause malfunctions. Design of the buttons provides a tactile indication to the operator that electrical contact has been made. Each of the farebox pushbuttons, except for buttons designated for the sole purpose of calling data to the display, activating the coin mechanism, etc. (typically these buttons are #,', and 0), can be programmed as follows: • Reflect a preset value from $0.01 to $9.99. In this case pushing the button.will decrement the value on the passenger display by the amount assigned to the button and increment the MIKE PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES appropriate data register by one. When the amount deposited by the passenger is less than the value assigned to the button, the amount deposited will be shown on the driver's digital display but nothing else will happen. It is possible to "preset" the farebox for a special fare by pushing the button before the money is deposited. In this case the farebox will function as if the basic fare had been changed to the value of the button, i.e., when the full amount of special fare is deposited, a tone will sound, the appropriate data register will be incremented, and the digital display will reset to "0.00." • Operate as a zero value tally counter. In this case the button will cause the appropriate register to increment by one, regardless of whether value is shown on the display. The display and money in inspection areas is unaffected. • Tally, dump, and clear. Pushing the button will cause the appropriate register to increment by one and all value shown on the display will be cleared. Money in inspection areas will be dumped into the cashbox. • Disabled. Pushing the button has no effect on the farebox. The values and functionality assigned to the keypad buttons may be changed via the data system. Each time a pushbutton is pressed, the driver's information display will indicate the key number pressed and show the amount required to activate that button. Preset buttons may be pressed before, during or after insertion of money. It is not necessary to insert money to obtain a count with a tally button. Each time a pushbutton is depressed and the correct amount of money is deposited, a tone will sound, indicating that the fare has been registered in memory. Pushing a disabled button will have no effect on the farebox. If the driver wishes, it is possible to retain the coins and/or bills on their respective inspection plates for an additional length of time (programmable, but typically 15 or 30 seconds) by pressing the zero button. This action delays "automatic dumping" and preserves the amount shown on the driver's numeric display. The zero button may be pressed repeatedly for further delays. This action delays automatic dumping and preserves the amount shown on the numeric display. By pressing the asterisk (*) button, the driver can review the contents of the various farebox data registers on the farebox's information display. Pressing the pound sign (#) button enables the driver to input data into the farebox. Pressing the asterisk and pound sign buttons together creates a route/run record, at which time the farebox will emit a warbling tone. Route/run records are described below. The dump button is larger than the other keys and set apart from them. Pressing of the dump button causes any money in the coin and bill escrows to be dumped into the cashbox and the driver's digital display recycles to "0.00," Any value shown on the display when the dump button is pressed will be added to the farebox's "unclassified revenue" register. -14- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.12 Fare Tables The farebox can have 10 fare tables (that is, sets of pre -determined fare values, also known as faresets) programmed into its electronic logic. Each fare table assigns the value of a full fare as well as any special fares (student, elderly, etc.). Each individual pre-set amount may vary in five -cent increments between $0.01 and $99.99. A different fare table may be assigned for each category of service, e.g., local, express, shuttle, etc. Switching fare tables is a simple procedure that involves pressing a prescribed sequence of keys on the keypad. For each fare table, each (or some) of the pre-set buttons may have a different value assigned to it and may be used by the driver to register payment of a different type of fare, such as student, senior citizen, etc. It is also possible to assign buttons for passengers presenting transfers and for non-payment or short payment of fare. All fare tables are stored in non-volatile memory and can be changed only via downloading from the data system during probing. The farebox logic can accommodate the fare structure currently used by the customer. The farebox will record riders by fare type, including transfers accepted and issued, and tickets accepted. The fare table can be reprogrammed at any time by probing by the data system. It is not necessary to replace any farebox parts for this purpose. 1.1.13 Farebox Information Display The farebox is equipped with an information display consisting of an eight -character alphanumeric LED. The display is used to review the data stored in the farebox's memory registers, indicate farebox status, and provide redundancy checks for driver -input information. Each character is approximately 0.2 inches high by 0.1 inches wide. In normal operation when the farebox is idle, the information display is extinguished to preserve its operating life. The display is illuminated when data is recalled from the memory registers, when data is input, and when a given pushbutton is depressed. If desired, this display can show the time when the farebox is idle. The display can show the full ASCII character set. The CENTSaBILL driver's information display uses high -intensity dot matrix LEDs offering excellent visibility (a range of at least 10 feet over a 135 degree arc). In addition, the full ASCII character set can be shown. The display offers enhanced legibility not only for the driver but also for supervisory personnel monitoring driver operation. 1.1.14 Data Port An optical (infrared) data port is provided on the farebox to permit the contents of the farebox memory registers and other data to be uploaded to the bus garage computer during routine farebox servicing. The port will also permit new fare tables and other operational parameters to be downloaded from the bus garage computer. The data port is integral to the farebox and is positioned to permit easy access by a probe operator. -15- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The data port is protected against the entry of dirt and water by means of a solid membrane. A non -contact infrared beam is used to transmit data. The port has guides to assure proper alignment of the data probe. All fareboxes will be equipped with a data port, tested and ready for transmission of data. A warble sounds when probing has been successfully completed. 1.1.15 Driver Logon/Logoff When initiating service, the driver must first log on using the keypad. This entails entering route, run, trip, and driver ID numbers in a prescribed manner. These numbers will not exceed six digits each. This data is time -stamped and stored in memory and constitutes a "route/run record" described in greater detail below. New route, run, trip, and driver ID numbers may be entered into the farebox memory at any time via the driver keypad. To enter new data the driver must create a route/run record, during which the previously entered route and run numbers will appear in sequence in the information display. These numbers can be changed as necessary. Drivers may log off by pressing a prescribed sequence of buttons. Logoff occurs automatically when: • Another driver logs on • The farebox is probed • The farebox is inactive for four hours Logoff triggers the creation of a route/run record. After logoff, the operator must re-enter route and driver ID numbers to reactive the farebox. 1.1.16 Route/Run Segmenter GFI Genfare fareboxes are equipped with a "route/run" segmenter that permits the driver, by means of pushbuttons, to enter a "record" notation in the farebox memory. This record consists of subtotals for all revenue amounts and event tallies accumulated in the data registers since the last route/run record was created. The record is tagged with the most recently entered route, run, trip, and driver ID numbers. Route/run data is useful in generating reports of ridership and revenue per trip, per route, etc. The memory capacity of the segmenter is such that it can compile at least 200 records of not less than 20 3-to-6-digit numbers each. The information stored in the segmenter cannot be accessed through the driver's information display, but is available only for data transmission. Data is not available to the driver for editing in any fashion. Route/run records may be created manually or automatically. Manual records typically are created when the driver logs on or changes the route, run, or trip number. To create a manual "record," the driver must press the asterisk (") and pound sign (#) buttons simultaneously. The driver may then push buttons to "step" through the route, run, trip, and driver numbers as they were last entered. These will appear in the information display and the driver may change them by reentering the number from the keypad. In event the driver does not enter a new number and the number shown on the display is used on the new route/run record. Upon successful creation of the record, the farebox warbles (i.e., generates an intermittent tone -16- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES distinctly different from that used for full fare payment) and the information display shows the words "RIR No. ##," where ## indicates the record number. The customer may elect to have a new route/run record initiated automatically at set intervals based on the real time clock in the farebox. This feature may be set via download from the data system. In general, route/run records are created whenever any of the following events takes place: • The driver, route or run number is altered. • The driver pushes the prescribed buttons in the prescribed sequence to create a route/run record. For the following items the route/run record is stamped with a special code indicating the type of event that took place, e.g., farebox placed in bypass, farebox removed from bypass, etc. These codes are reported to the data system and may be used to generate various reports. The special code may be a predetermined route, run or trip number not otherwise used by the agency. • Midnight (programmable) • The farebox is placed in bypass • The farebox is removed from bypass • The cashbox is removed (Optional cashbox ID number will be saved for data transmission) • A cashbox is inserted (Optional cashbox ID number will be saved) • The optional electronic key is used (key number will be saved) • The cashbox access door is opened at other than the time of normal data probing • The cashbox access door is closed at other than the time of normal data probing • The farebox is probed • The farebox internal clock fails • The portion of farebox memory devoted to route/run records is about to overflow • Changing from one fare table to another • To a limited degree, times preprogrammed by a driver program card, if this option is exercised. Each time a route/run record is made by the driver, the farebox emits a warbling tone. This tone is distinct from that used to indicate fare payment. 1.1.17 Farebox Memory The farebox will have sufficient memory to store at least 2,500 transactions and event records before indicating that it is 75% full. The farebox will retain data in the volatile portion of memory for at least 14 days after primary power is removed. Lead -acid batteries are not used for this purpose. The farebox stores the following data in memory: • Current revenue (dollars and cents received since farebox was last probed) • To -date revenue (dollars and cents received since installation or clearing of farebox memory) • Unclassified revenue (all revenue not otherwise classified, e.g., overpayments) • Dump count (number of times dump button was pressed with money showing on the driver's display) • Fare counts (number of automatic full fare counts) • Key counts (number of times each preset key, 1-9 plus "*," was pressed) . • Coin counts, including pennies, nickels, dimes, quarters, half dollars, and SBA dollar coins -17- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES • Total dollar bills • Count for each of up to twelve (48) non -cash revenue items, also known as TTPs (token/ticket/pass). TTPs may be assigned for non-payment and/or underpayment of fare • Total passes (includes full -fare and reduced passes from TTP data) • Total tokens (includes full and reduced from TTP list) • Total count of all coins/tokens processed (used for audit purposes and as a second determinant of maintenance/wear factors associated with each farebox coin mechanism) • Total count of all items processed in bill mechanism (used for audit and maintenance) • Coin anomalies (e.g., two coins processed at same time in coin mechanism) since farebox was last probed • Coin anomalies since installation or clearing of farebox memory • Total pass misreads • Total cold starts (blackouts) and warm starts (brownouts) All data recorded by the farebox is reported to the data system during probing and may be used to generate management reports. Summary farebox data is available for review via the driver's information display. This entails entering a prescribed sequence of keys. The operator can then step through the registers sequentially. Pressing the "dump" button terminates the process. 1.1.18 Farebox Clock The farebox contains a real time clock that is used to time -stamp route/run records. This clock records hour, minute and date. It is accurate to within one minute per month. However, in normal operation the clock is automatically reset to the correct time by the data system each time the farebox is probed. It is designed to take months and leap years into account. 1.1.19 Audible Indicator The farebox is equipped with an audio transducer that emits a "beep" (continuous tone) for successful transactions and a "warble" (intermittent tone) for failed transactions, route/run record creation, and completion of probing. 1.1.20 Timeout Timer The farebox is equipped with a timeout timer. After 30 seconds of inactivity, any transaction in progress will be terminated, any cash in the escrows will be dumped into the farebox, the amount shown on the digital display will be added to the "unclassified revenue" register, and the display will be recycled to "0.00". The driver may delay a timeout by pressing a designated "hold" button. 1.1.21 Farebox Diagnostic and Operational Reporting To facilitate maintenance, the farebox and its electronic logic are designed to provide self -testing, diagnosis and reporting. The self -diagnostic routine is the same one that GFI Genfare uses to "burn in" the electronics for 72 hours before the farebox leaves the factory. Results are reported on the driver's information display. PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.21.1 On -Board Operational Testing and Measurement The farebox power and logic boards are configured to permit electrical measurements to be taken while the circuit boards are in place and operational. 1.1.21.2 Indicator Lamps A series of LED indicator lamps is provided on the power supply board to indicate to an inspector the proper operation of the major modules. An illuminated indicator lamp means that the farebox is operating properly up to that point and that, if the module does not operate, the problem likely lies in the module itself. If an indicator lamp is lit, this indicates the presence of voltage from the main power supply. All LED lamps provided may be viewed without removing any components. The GFI Genfare farebox utilizes several means to determine correct module operation. In addition to the requested series of LED indicators we use automatic sequence testing as described in the next section. The specified LEDs indicate if power is available at the module while the automatic sequence test determines that the module is functioning properly. 1.1.21.3 Automatic Sequence Testing The farebox logic is designed to provide automatic sequence testing of each of the major operational assemblies: coin mechanism, dollar bill transport, coin escrow, driver's digital display, driver's information display, and inspection plate lamps. The automatic sequencing is initiated by the insertion of a "test plug, thereby placing the farebox in "test mode." Each assembly will fully operate a minimum of four times during the automatic sequence. The sequence will continue until stopped by external intervention. The length of time the test was run is recorded by the farebox and is available for display on the information display. 1.1.21.4 Coin Mechanism Impending Problem Report A rotary coin mechanism is used to separate the coins and feed them one at a time to a detection matrix. If the coin mechanism is out of adjustment due to wear or other causes, or the separator pad is worn or excessively dirty, the coins being processed may not be fed one at a time. The farebox logic detects when two coins are touching and are not correctly separated, identifies the coins by measuring their combined length, and accurately counts them. At the same time, it notes the occurrence of unsingulated coins in memory and uploads the number of such occurrences to the data system upon probing. This data may be used to generate a report of coin mechanisms having an unusual number of unsingulated coins, an indication that maintenance is needed. 1.1.21.5 Coin/bill Totals In addition to the value of fares accepted, the farebox will record the quantities of individual coin, token types, bills, and tickets, broken down by type and denomination. A count will also be kept for total coins, tokens, tickets, and bills processed, which may be used as an audit check as well as an indication of the need for preventive maintenance. -19- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES PROPOSAL TO THE CITY OF FORT COLLINS TRANSPORTATION SERVICES FOR THE PROVISION OF A COMPLETE REVENUE COLLECTION SYSTEM Prepared and Submitted BY GENFARE A UNIT OF SPX CORPORATION 751 Pratt Boulevard Elk Grove Village, IL 60007 847-593-8855 Fax: 847-593-1824 Contact: Terry K. Brock Director of Sales, Western Region 909-443-0199 December 11, 2002 PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.21.6 Power Supply Monitoring The farebox notes in its memory each time the external power supply fails as well as each time the power is restored. This serves to indicate an intermittent power line, a poor ground connection, or faulty switches. The farebox also monitors and stores in its memory the number of times the power supply drops below 10 volts, but not to zero. This is indicative of a heavy load on the bus electrical system or a possibly defective bus battery cell. These counts are reported through the farebox alphanumeric display and through the data reporting system. 1.1.21.7 Security Door/Cashbox Alarms The farebox is provided with a sensing device capable of monitoring the current time and the length of time that the cashbox security door is open. If the door is open for longer than three minutes (programmable), a silent "security door alarm" is recorded in farebox memory, along with the current time and how long the door was open. The next time the farebox is probed, it will transmit this information to the data system, along with the amount of revenue in the farebox at the time of the alarm. If the optional cashbox identification sensor detects that the cashbox has been removed without the farebox having been probed, or if the farebox logic determines that the time the cashbox is removed varies by more than three minutes (programmable) from the time that the farebox is probed, a "cashbox alarm" is recorded in farebox memory, along with the current time and how long the cashbox was missing. The next time the farebox is probed, it will transmit this information to the data system, along with the amount of revenue in the farebox at the time of the alarm. 1.1.21.8 Cashbox Full Indicator The farebox's alphanumeric information display prompts the bus operator when either the coin compartment or the bill compartment in the cashbox reach 80% of their respective capacities of coins, tokens, bills, tickets, etc. The "cashbox full" indicator remains visible until the farebox is probed, the cashbox is extracted, and the revenue registers are automatically set back to zero. 1.1.21.9 Memory Full Indicator The alphanumeric display indicates when the farebox memory reaches a predetermined percentage of capacity (programmable; typically 80%.). The "memory full" indicator remains visible until the farebox is probed. 1.1.22 Non -Cash Revenue Items The farebox has the ability to identify and record 48 categories of non -cash revenue items. GFI refers to such items as TTPs (tickets/tokens/passes). The farebox will have the ability to recognize and record the use of tokens having a diameter of .650' , .800" and .900". Additional sizes of tokens may be accepted and registered without hardware modification. The farebox will have the ability to recognize and record up to five different size tickets inserted in the bill transport. The smallest size document must be at least 2" square. Optimal size tickets for use with the GFI -20- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Genfare farebox have been previously described. All tickets must be smaller than a dollar bill and must vary in length by at least half an inch from one another. Twelve of the 48 TTPs may be items such as tokens and non-magnetic tickets. TTPs may also be used to record usage of magnetic fare documents or smart cards. Each time the farebox recognizes a TTP a tone will sound and the appropriate TTP and passenger count registers will be incremented. 1.1.23 Farebox Construction 1.1.23.1 Mechanical Details The farebox and its mounting fixtures are designed to resist vandalism and theft. They will resist corrosion, abrasion, and scratching. All exterior surfaces are clean with rounded comers. There are no exposed bolt heads, nuts, sharp edges, or cracks. All exposed castings are painted non -glare black with epoxy paint over a primed surface and are free of chips, blisters, and other imperfections. The upper portion of the farebox is made of 14-gauge satin finish stainless steel, suitably reinforced for rigidity, with no external and/or removable fasteners that would afford access to the interior of the farebox. The lower portion of the farebox is made of 13-gauge satin finish stainless steel, reinforced for rigidity. ASTM 240 grade stainless steel is used to make both the upper and lower portions of the farebox. An assembly on top of the farebox called the top casting is provided to serve as the bezel for the entry of coins and dollar bills. It also provides primary maintenance and inspection access to the interior of the farebox. The top casting is made of aluminum, with a minimum wall thickness of 1/8" and reinforcing ribs for added strength. The top casting is secured to the upper portion of the farebox by means of a continuous hinge and high security lock. The top casting plus all farebox doors, housings, and other components fit tightly together to deter vibration, noise, rattling, and unauthorized attempts at entry. The casting is painted with black epoxy enamel over a suitably cleaned and primed surface. The surface of the casting is free of chips, blisters and other imperfections that lead to chipping of paint or unattractive appearance. The top casting has two entry slots, one for coins and one for bills. The coin slot is funnel shaped to direct the entry of coins and will admit no coin larger than a half -dollar. It is designed to minimize coin jams and deter the insertion of paper. It may be fitted with a shield as a further deterrence to the insertion of bills or paper. The shield may be swung out of the way or removed if desired. The dollar bill slot has a protruding lip to assist in the sliding of the bill/ticket into the slot. Multi -color decals are firmly affixed to the top casting to indicate the proper use of the coin and bill slots. A door is provided on the back of the farebox facing the entry well of the bus to permit maintenance access to the interior of the farebox. It is not possible to gain access to revenue by opening the maintenance access door. -21- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY Of FORT COLLINS TRANSPORTATION SERVICES The coin and bill inspection windows are fabricated of 3/16" minimum thickness transparent polycarbonate material. The surfaces of this material are free of any cracks, crazing and/or blemishes. Sufficient space is available to allow the inner sides of these windows to be cleaned. A door provides access to the compartment that houses the cashbox. This door has a full-length hinge and is secured by means of a three-point locking bar, actuated by means of a high security electronic lock mounted adjacent to the door. The door has an aperture in the front through which the tip of the cashbox handle protrudes to indicate that the cashbox is present and ready to receive revenue. The cashbox serial number is affixed to the protruding tip so that the cashbox may be identified without opening the farebox. A labyrinth arrangement around the openable sides of the cashbox door deters prying. There are no gaps around the doors that would al%w the insertion of tools, chisels, etc. Illegal entry is clearly indicated by noticeable damage to the farebox and inability of the farebox to function properly. The electronic lock engages the door automatically when the door is fully closed. The farebox will not operate when the cashbox door is open. A locking device captive to the lower portion of the farebox is used to interface with the cashbox and secure it in place. The device is removable only in an authorized manner. Guides are employed within the cashbox compartment to assure that the cashbox is properly aligned. The cashbox can be inserted only in a single correct position. All fireboxes and cashboxes provided under this procurement will have a common cashbox lock and key. Identical functions are keyed alike; different keys are provided for each function. Wires and cables, which are run through the lower portion of the farebox to the upper portion, are run in a protected channel. No wires are visible when looking at the cashbox compartment. A base plate is affixed to the lower portion of the farebox to permit mounting it securely to the bus floor. The dimensions and construction of this base plate provide the necessary lateral stability, without secondary anchorages. The base plate material is cast aluminum, with reinforced metal deposits surrounding each bolthole for maximum strength. The base plate has been designed so that it will not become a tripping hazard for passengers boarding the vehicle. The lower portion of the farebox is designed to prevent bending, rusting or loosening. The upper and lower portions of the farebox are securely fastened together by means of high yield bolts, accessible only from the interior of the farebox. The completed assembly measures 41" high (36" & 30" available), as measured from the bus floor, and 10" in cross section excluding the mounting base plate. The coin mechanism is modular and may be removed within two minutes for inspection or replacement. It has an external button to permit the widening of the coin throat so that stuck coins may be dislodged. The coin singulator drive plate snaps into place and does not require adhesives. The bill transport is also modular and may be removed and replaced in one minute. It is made of reinforced aluminum with captive fasteners. It is self -aligning and can be locked in the farebox. It is not possible to extract bills from the cashbox when the bill transport is removed for service. The transport has no protrusions on which bills or tickets may snag. The farebox plus all major subassemblies in the farebox, including coin mechanism, bill transport, coin escrow, optional bill accelerator, optional electronic lock, cashbox, uppercase, lowercase, logic board, -22- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES power supply board, optional document issuer/reader and optional proximity card reader have a unique serial number permanently affixed. These serial numbers are bar coded to permit fast, accurate inventory. No two serial numbers or codes will be the same regardless of what type of module they are attached to. 1.1.23.2 Electrical Details The farebox connects to the bus power supply using a polarized self -aligning snap -connect plug on its underside. The farebox electronics are solid state, assembled on reinforced printed circuit boards using surface mount technology. These boards are modular (plug connected) and removable for inspection and/or maintenance. The boards are glass reinforced epoxy, not less than 1/16" thick; boards 32 square inches or larger are 3/32" thick. The boards feature through -hole plating, solder masking and component - identification silk screening. The components mounted on the boards, including the microprocessor chips, are soldered in place. All wire splices are soldered. All major electrical/electronic subassemblies and devices are interconnected using polarized positive plug connectors with retaining features. Contacts are of materials suited to the operating environment. Wires and multiconductor cables, where used, are color coded and/or marked to permit positive identification. The LED displays are of a high intensity type viewable through a range of not less than a 60-degree arc, and have a rated life of not less than 10,000 hours of operation without segment failure. As previously noted, the driver's information display is viewable through a 135-degree arc. Fuses are used to protect the electrical components of the farebox. They are located to permit easy inspection and removal via the maintenance doors without disassembly of components. Fuses are of commonly available commercial type. A well -marked master disconnect switch (on -off type) is located inside the farebox. The farebox power supply is large enough to provide adequate power for all farebox components. The farebox is provided with under- and over -voltage protection and will suffer no damage, malfunctions, or loss of data in the event of brief (10 milliseconds) spikes in excess of 250 volts. Complete loss of power to the farebox will not cause any farebox data to be lost or altered. In the event of complete loss of external power, all data in memory will be safely stored for at least 30 days. The farebox is protected against electromagnetic interference, vibration, ultraviolet light, and other environmental conditions typically found in the transit environment. The circuit boards will permit voltage measurements. The main farebox logic board is a self-contained module that may be easily removed by authorized means for purposes of inspection or repair. The farebox logic will be designed to give the counting of inserted bills or coins priority over any other function. Assuming external power is present, the farebox processor is active and ready for service at all times without manual intervention. - 23 - PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Where electronic circuit boards are inserted and/or removed by means of board guides, they are provided with lifting tabs. All circuit boards are provided with polarized plug connectors. No harness wiring is directly connected by means of solder to any board that must be removed for maintenance or inspection. All printed circuit boards are conformal coated to resist the effects of moisture. All circuit boards are factory pre -tested for a minimum of 72 hours. All segments of the electronic displays are tested for a minimum of 48 hours. The arrangement of the electrical and electronic components within the farebox is such as to permit adequate ventilation to disperse the heat created and to preclude degradation of components and performance. All internal farebox connectors are of positive type and self-locking to assure good contact. Connector materials will be suitable to the operating environment. All plug-in components are held in position with a positive force so that they do not work loose due to bus vibration. Access to the farebox's electrical components does not require removal of the cashbox or removal of the farebox from the bus. The farebox circuits are designed to draw minimum current from the bus battery. The farebox incorporates two power levels: • "Normal" operation — during which time operating current required is 5 amps or less. "Idle" mode — the "Idle" mode is activated upon timeout of the predetermined interval timer (60 seconds after the last transaction, or when probed). During the "idle" mode the LED's decimal point blinks once per second and the bill entry light remains illuminated. The farebox remains ready to accept revenue. While in idle mode the operating current required is 0.5 amps or less. The above specifications apply to all farebox modules including the magnetic fare document processing unit and optional smart card processor. 1.1.24 Cashbox All coins, tokens, tickets, and paper currency inserted in the farebox are stored in a secure cashbox. The cashbox is rectangular and fits in the lower portion of the farebox. It has separate compartments for coins and dollar bills. All cashboxes are interchangeable. The cashbox can hold and safely transfer to a vault receiver a minimum of $500 in mixed coins and $600 in unfolded "street money" (not "brick" or mechanically stacked or compressed) dollar bills or the equivalent in tickets. An optional bill accelerator can be provided to increase the effective bill capacity of the cashbox. The farebox has an integral guide plate to guide dollar bills into the cashbox. Separation of bills and coins is positive. -24- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The cashbox is made of 19-gauge stainless steel. When empty, it weighs 173/4 pounds. It is provided with a securely attached handle shaped to permit carrying by a large gloved hand. The handle does not interfere with the operation of the cashbox door. The handle is used as part of the mechanism to close and lock the cashbox and is provided with shear pins to prevent breaking of the lock due to excessive force. Removal of the cashbox from the farebox requires opening the cashbox access door. This is accomplished with an infrared probe that sends a security code to the farebox after the successful exchange of data. If desired, access to the cashbox can be accomplished via an optional electronic key. When used, the optional electronic key number is recorded by the farebox and uploaded to the data system during the next routine probing. The cashbox cannot be removed from the farebox unless it is first closed and locked. When used in an authorized manner, the mechanism and operation of the cashbox is positive and at no time during the revenue transfer process exposes the interior of the cashbox or its contents. The cashbox fits into the farebox in a unique correct position and may be placed in the ready position to collect revenue by a continuous single motion. The farebox remains inoperable until the cashbox is inserted and properly engaged and the cashbox access door is closed and locked. The cashbox has no removable lids, covers or other detachable elements. The cashbox remains closed, locked and sealed unless it is in a farebox or in a receiver or audit unit for revenue transfer. There is no means of gaining unauthorized entry into the cashbox other than physical destruction of the cashbox, which is noticeable through quick visual inspection and prevents the cashbox from being inserted into or working in a farebox or receiver. The cashbox is designed with a high level of security. A high -security key as defined below is required to open the cashbox. The operation of any keys within the locks does not require excessive torque that would damage either the key or the lock. The mechanism employed to open and/or close the cashbox is positive and smooth in operation. The internal locking mechanism is constructed of strong and durable materials; all critical parts are made of steel. The interior of the cashbox is designed to permit gravity discharge of its contents while maintaining separation of coins and bills. No ledge or other areas are present where coins may lodge and impede the operation of the cashbox. The cashbox is of welded construction with no exposed external fasteners that would affect security. Metal parts of the cashbox will resist corrosion. Those areas of the cashbox that come in direct contact with the farebox are abrasion resistant. Neither insertion and/or removal of the cashbox into the farebox in severe service conditions nor vibration or shock experienced while the cashbox is in the farebox will cause any distortion of the cashbox that may adversely affect its ability to function properly. Neither the farebox nor cashbox will be distorted when containing a full revenue load. The materials and construction techniques used in the cashbox are such that a fully loaded cashbox dropped in the upright position to a hard floor and landing on its bottom or bottom comer from a height of PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 36 inches will suffer no operational impediment or security breach. The cashbox can withstand day-to-day handling without loss of function. A serial number is permanently stamped on the cashbox handle and remains visible when the cashbox is in the farebox and the farebox door is closed and locked. The serial number is 3116" high. Metal parts are plated or constructed of corrosion -resistant material. The farebox/cashbox will not become so loose or prone to rattling while in service that its operation is affected. The cashbox will function dependably in the transit environment. It is capable of operating for at least 1,000 days mean time between failures, provided GFI Genfare's recommend preventive maintenance program is followed. If money is exposed due to the cashbox exceeding the prescribed capacity limits, this is not to be considered a failure. If money is exposed under normal operating conditions, this constitutes a failure. 1.1.25 Swipe Card Reader 1.1.25.1 General A magnetic swipe card reader is included and is designed to read magnetically encoded cards that have been previously encoded with data such as serial number, card type, validity dates, etc. The reader is mounted on the top of the farebox on the edge closest to the passenger. The card must be swiped from right to left (from the passenger's viewpoint), the direction passengers will naturally move as they head to the back of the bus. A guideway is provided to direct the card into the slot for swiping. A stainless steel plate is provided at the bottom of this guideway so that the card will not snag on any surface irregularities as it is swiped. The guideway is illuminated for ease of use at night. The maximum speed at which a card can be swiped and still be accurately read is 70 inches per second, a speed much faster than any passenger is likely to swipe cards. An illustration of the card reader is shown on the following page. 1.1.25.2 Operation When the card is swiped, the encoded data is scanned by a read mechanism in the swipe channel. The read mechanism is spring -loaded and will accommodate passes .006 to .010 inches thick. The following events occur each time a magnetic pass is swiped through the card reader: • The read head will read all data on the card. The farebox logic will perform a check on the data recorded on the card. An algorithm calculates a number based on the information read; this number is compared to a number encoded on the card using the same algorithm. If the numbers match, the card has been read correctly; a mismatch indicates that the card has been misread. If this indicates a "good read" the logic will move immediately to the next step. If a misread is detected, the driver's information display will indicate, "MISREAD" and the "pass rejected" warble will sound. (The warble will also sound for all the other pass -rejected conditions described below.) The driver should direct the passenger to swipe the card again. -26- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES • The logic will check the pass's validity period. If the pass has not yet become valid, the display will indicate, "INVALID." If the expiration date has passed, the display will indicate, "EXPIRED." • The logic will check for passback (same card previously used in the farebox within a pre- programmed time, typically 30 minutes). If the card's serial number is found in the passback file, the display will indicate "PASSBACK." • If the card passes all the preceding tests, the "pass accepted" tone will sound the driver's information display will indicate the pass type (such as "MONTHLY" or "WEEKLY." The card's serial number will be added to the passback list, and the TTP register associated with the card type will also be incremented. In normal operation with a full passback list (100 cards), validation of a magnetic pass will be completed in 0.3 seconds or less and thus will not impede passenger boarding in any manner. When passes are properly swiped in a well -maintained card reader, first -swipe acceptance rates will meet or exceed 99 percent. Second swipe read accuracy is a minimum of 99.5 percent. These numbers assume the passes are valid and not damaged, that they are swiped properly, and that the reader has been maintained in accordance with GFI's recommended preventive maintenance program. In the event a reduced fare pass is used, the message "STUDENT," "SENIOR," or some similar message will appear on the driver's information display once the pass is validated. If desired, use of a student pass can be restricted to weekdays. The farebox records in memory the quantity of each pass type processed, e.g., full, senior, student, etc. The farebox may be programmed to require additional cash to be deposited in order to complete the transaction. The amount to be deposited will be shown on the information display. After the additional cash fare is inserted, a unit count is added to the corresponding tally register. 1.1.25.3 Construction The magnetic read head is held in place by two readily accessible screws. Electrical connections are plug- in and screw -type connectors. A trained maintenance person can replace the read head assembly in five minutes. The card reader can operate under the same environmental conditions as the farebox. 1.1.25.4 Magnetic Card Data The pass reader is designed to read magnetically encoded credit card -size passes measuring 33/8" by 21/8" and having a magnetic stripe consistent with ISO standards. The cards will have been previously encoded with information such as serial number, card type, etc. GFI can encode passes or customer can contract with other vendors for encoded passes or purchase equipment to do it themselves. GFI's encoding format for magnetic passes provides maximum flexibility, reliability and security combined with a large number of possible pass types. It can accommodate: • Period passes (monthly, weekly, special event, holiday, etc.) • Daily conditional -use passes (peak only, off-peak only, school peaks, etc.). -27- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES • Unlimited passes for employees, police, fire, and the like • Permits authorizing reduced fare • Employer subsidy passes • Driver identification cards. Drivers can use these cards to enter their ID numbers when logging on to the farebox. GFI recommends that a route/record be created when this occurs. All subsequent route/run records will bear the driver's ID number until such time as a new ID number is entered. Totals for all passenger fare cards accepted (full, senior, handicapped, monthly, etc.) are automatically stored in farebox memory and uploaded to the data system upon probing. In the standard farebox software, the number of available TTP categories limits the number of pass totals that can be tracked. I Specific outside cards such as University student ID cards may be considered during design review. In most cases these may be handled as tally counts. 1.1.25.5 Visual and Audible Indicators As indicated above, the driver information display can be used to monitor the progress of a magnetic card transaction. By depressing a button on the keypad, the driver can retain the information on the display. A beep will sound each time a fare card is accepted. If a card is rejected, the farebox will warble. 1.1.25.6 Passback Protection The software provided with the magnetic card reader has been designed to prevent passback, that is, illegal use of a pass by several persons to board the same bus. Each time a passenger swipes a pass through the card reader, its serial number is recorded in a passback list in the farebox memory. The passback list has a capacity of 100 pass numbers. If a pass is presented a second time within a predetermined period, typically 30 minutes, it is rejected. If the passback list reaches capacity before the predetermined period is up, the oldest numbers are deleted one at a time to make way for the newest. 1.1.28 Revenue Collection Unit GFI Genfare will install the garage equipment used for revenue handling, comprising the stationary through -wall vault housing containing a cashbox receiver and collection bin, 1.1.28.1 Environmental Conditions The garage equipment will operate without any degradation of performance, corrosion, deterioration or abnormal wear under the following environmental conditions: Temperature Range 0 degrees to +120 degrees F ambient temperature; surfaces may be heated by direct sunlight to +150 degrees F Humidity Range 5 percent to 95 percent R.H. Precipitation Driving rain, exterior condensation and icing effects, plus wind gusts of up to 50 mph Contaminants Airborne dust particles, diesel oil, lubricating oil, diesel engine exhaust -28- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Interference EMI from bus equipment and other electrical equipment in the vicinity. -29- AUTHORIZED SIGNATURE PAGE AND BID PRICING PROPOSAL FOR REVENUE COLLECTION SYSTEM RFP P-865 CITY OF FORT COLLINS TRANSPORTATION SERVICES Payment Schedule: Pursuant to our approved equal request for section 2.8, GFI proposes the following Payment schedule; 85% Upon delivery of required equipment 10% Upon installation of the required equipment 5% Upon final acceptance by the City The undersigned hereby agrees to meet all of the specifications of this contract for the provision of a Revenue Collection System as specified in the above referenced request for proposal. Bidder: GFI GENFARE Address: 751 Pratt Blvd Elk Grove Village, IL 60007 Authorized Agent: Mr. Kim R. Green Signature: Z. Title: Vice President, Sales & Marketing Date: December 12, 2002 12111102 Page 1 PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.28.2 Revenue Collection (Audit) Unit The revenue collection unit will consist of three parts as follows: (1) A through -wall cashbox receiver, which will accept a cashbox and by means of a mechanism operated in a secure manner will open the cashbox and discharge its contents (coins/tokens and bills/tickets) into the collection bins located below the receiver. (2) Collection bins which will accept the separated coins and bills from the receiver and store them in each respective compartment to be transported via the optional conveyor system to the optional counting equipment wh6re its contents will be removed and counted. (3) The revenue collection vault structure, which will contain the cashbox receiver and collection bins. 1.1.28.3 Cashbox Receiver The revenue collection system is equipped with a receiver mechanism mounted in the top portion of the vault. The receiver is provided with a heavy-duty interlocked door. When closed, the door is locked with a lever that starts the revenue transfer process. The door remains locked until the revenue transfer process is complete. The cashbox is inserted into the receiver for revenue transfer in a unique correct position (upside down). Once the door is closed and locked, an internal mechanism opens the cashbox and securely transfers the contents into the collection vault, At no time is the interior of the cashbox or the collection vault visible or accessible by unauthorized means. The basic revenue transfer process is manual in operation, requiring no electrical devices or components. All elements of the receiver are integral to it; no loose keys are used in normal (i.e., non -maintenance) operation. All engagements and/or alignments are positive and automatic. 1.1.28.4 Collection Bins The revenue collection unit is equipped with two collection bins that receive and store the received, separated, coins and bills. Each bin has a minimum capacity of $1,500 in coins or $1,000 in dollar bills. The currency bin is designed to permit the easy and rapid extraction of the bills in generally the same sequence as they fall from the cashbox. 1.1.28.5 Vault Structure The revenue collection unit's vault structure will be made of steel. It will be finished with weather resistant enamel over a suitably cleaned and primed surface. The unit will be provided with high security locks to secure the removable containers into which revenue is emptied and to prevent unauthorized use. All locks used will be of the high security type as described herein. -30- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.29 Data Collection and Reporting System (DCRS) Hardware 1.1.29.1 General The DCRS provides a means to transfer data from the fareboxes via infrared probe to a compute. It provides revenue control and reporting and analysis of fare collection data. The data system will function properly under the following environmental conditions: Temperature 600 to 950 F on; 500 to 1150 F off Humidity 20 to 85% R.H. on; 8 to 97% R.H. off Other environmental specifications for revenue collection equipment installed in the service lanes will the same as for the fareboxes. The customer must provide a 20-amp dedicated 120VAC circuit for each garage computer system and for the central computer system. 1.1.29.2 Data Probe Hardware The data probe used to extract data from the farebox at the garage service island is a small cylindrical device attached to a long cable that is easily held by a cashbox puller. It is sufficiently durable to withstand the garage environment and is impervious to fluids and substances found in typical garage operation. A metal lockbox is provided to hold the data probe when not in use. A wall -mounted cable retractor is provided to permit the cable to be extended as necessary to probe fareboxes. The probe is sufficiently rugged to be dropped from a height of 36 inches without adversely affecting its operation. The probe can be provided with gasketing to permit it to be submerged in water for 10 seconds without adverse effect and be immediately usable upon removal from the water. The probe will be provided with sufficient cabling (up to 1000 feet) to link to the data system computer and will be adequately shielded against electrical noise. The data probe connector will provide for quick disconnect from the junction box and will be weatherproof. Sufficient cabling will be provided to minimize the stress on the probe during operations. Data probes will connect to a terminal strip located within a lockable junction box. Junction boxes will be connected to the isolation box by standard cable installed by GFI. Cabling will also be provided to connect the data system computer to the revenue collection vaults. Trenching and/or conduit, if required, are not included and may be negotiated during the site inspection. An isolation box will be provided to protect the data system computer from lightning strikes. The customer must provide a 120VAC feed to the isolation box. -31- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.1.29.3 Data Probing Process An infrared data probe is used to transfer data between the farebox and the data system. The probe interface is optical and requires no mechanical plugs or connections. The data probe operates in the following manner: • The vault puller places the tip of the probe against the farebox data port and data exchange begins. While probing is in progress the probe indicator lamp will blink rapidly. • The data system makes initial contact with the farebox. The farebox and cashbox serial number are sent to the data system. • The date and time are transmitted from the data system to the farebox. A discrepancy greater than a predetermined time minutes will be logged as a maintenance alert. • All transactional data is sent from the farebox to the data system. • When all data from the farebox is received, the data system transmits all necessary data to the farebox such as fare tables, bad number list updates, and configuration parameters. • The optional cashbox ID number is re -transmitted, and the five -digit lock code is sent, causing the farebox to open the cashbox door (assuming the data system has been set to "LOCKS ENABLED" mode). If desired, the lock code may be changed during the probing process. Finally, a warble sounds on the farebox's audio transducer, indicating that probing is complete and the cashbox can be removed. • Once probing is complete and the farebox receives confirmation that the data is safely stored on the data system, the farebox marks all data as having been transmitted and records the date and time as an event record. Probing time typically will not exceed 15 seconds. If an error is detected during data transfer, two subsequent retries will be automatically attempted. Unsuccessful probing is indicated to the probe operator by failure of the "probing complete" warble to sound. 1.1.29.4 Data System Computer Hardware The data system computer hardware will include: • DELL Optiplex computer configured as follows: • Intel Pentium 4 2.Oghz, 512 MB RDRAM, • 80 GB EIDE hard drive, RW CD-ROM drive, ■ Integrated LAN card, Windows 2000PRO ■ Tape drive, IBM 20GB TRAVAN ■ Monitor, dell 17" color ■ Printer, HP LaserJet 2200d ■ UPS, APS Smartups SU700NET (battery back-up) ■ Modem, 3COM USR 56K external -32_ PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES ■ 4-port PCI serial comm. board ■ Cable, DIGIBOARD ■ Cable, printer ■ Cable, modem ■ PC -Anywhere v10.0 CD ■ Communications interface to support one probe and one revenue collection vault ■ Complete GFI data collection software ■ All necessary manuals and documentation ■ All necessary mounting hardware, including all connecting cables The data system hard disk will be able to store not less than 32 days data from the fareboxes probed each day, assuming the maximum capacity of records per farebox. The data system buffers incoming farebox data and performs integrity checks prior to storing it on the hard disk. 1.2 Equipment Installation Requirements 1.2.1 Work to be Performed by the Contractor GFI Genfare will be responsible for all work and expenses relating to the design, manufacture, testing, and delivery of the equipment to the designated customer locations. GFI Genfare will perform all work necessary to install the equipment. GFI will supply all materials and supervision needed for installation of the fareboxes, revenue equipment, data system, and other hardware and software described in this proposal. The equipment, subsequent to testing, will be complete in every respect and suitable for revenue service. GFI shall be responsible for the removal of existing fareboxes. The installed fareboxes will be positioned for maximum ease of passenger movement and driver operation. The installed position will allow for complete, unrestricted opening of all farebox maintenance and cashbox doors. Should it be necessary to reposition the handrails, stanchions or other equipment to be in compliance with the Americans with Disabilities Act or which may interfere with the farebox access doors GFI Genfare will notify THE CITY OF FORT COLLINS at least 30 days prior to farebox installation. GFI and THE CITY OF FORT COLLINS will negotiate a change order with associated costs to make these modifications. All modifications will be accomplished prior to actual farebox installation by GFI Genfare. All equipment proposed will be of the latest engineering change level available and will incorporate suitable modifications for all known operational problems. GFI Genfare will retrofit all equipment with any additional engineering changes as may be identified during the testing and warranty period following customer approval. The revenue collection vaults will be installed at the locations specified by the customer. The customer must provide level concrete pads for the vault and wall designed to accommodate the GFI through -wall receiver. GFI acknowledges that normal transit operations will continue during installation and must not be impeded. Installation of fareboxes and revenue collection equipment will be appropriately coordinated. The new fareboxes will be compatible with all standard buses in the customer's fleet. Positioning of the fareboxes -33- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES will be conducive to safe and convenient operation by customer personnel and passengers and will be ADA-compliant. GFI will provide training and documentation as described herein. GFI will be responsible for installing all data system equipment including all data cabling between the probes and garage computers, subject to customer approval. Trenching and/or conduit, if required, are not included. GFI Genfare will make available full and competent engineering services to handle and correct all problems associated with the performance of its equipment. GFI Genfare field representatives will be available for onsite visits to customer facilities during the warranty period to provide consultation and instruction to district personnel. In the event of a fleet or systematic defect a GFI representative may be dispatched to customers facilities to review the problem and take corrective action. Subsequent to the warranty period, parts, assemblies, and equipment shipped to GFI Genfare will be subject to repair charges. GFI Genfare will be compensated for field repairs in accordance with such schedule as GFI Genfare and customer may agree upon. 1.2.2 Work to be Performed by Customer Customer will make buses available for farebox installation. GFI will submit an installation schedule for customer approval. Customer must provide a mechanic, supervisor, and an agreed -upon number of drivers at each garage where installation will be performed. Customer must identify site for revenue collection and related equipment. Customer will approve installation plans and procedures and supervise the work. Customer will make secured, climate -controlled office space available for the data system, related equipment, and electronic fare media. 1.3 Security Provisions 1.3.1 General The highest degree of security has been incorporated into the design and manufacture of GFI Genfare fareboxes. There are no seams or openings that would permit money to be removed in an unauthorized manner. 1.3.2 Locks and Keys GFI Genfare uses a "loose" (non -captive) key to secure the bill transport in the farebox; this key is different in design and tumbler code from all others in the system. -34- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES All locks and keys used in the cashbox and the exterior of the farebox are of the high security type, which is defined as follows: A high security lock is pick resistant and have the multi -tumbler type. It employs hidden .and/or complex keyways to require the insertion and/or removal of the key only in the designated rotational positions. It is not possible to create impressions or duplicates of the key that would work_ in the lock. Keys will be registered and new or additional keys are available only from GFI Genfare upon request of authorized personnel. All locks and keys will be subject to customer approval. The lock and key used for the cashbox are of the rare earth magnetic type. The orientations of the magnets in the key must exactly match those of the lock in order for the repulsion forces to be properly aligned. These forces work agpinst set springs and when properly aligned permit rotation of the barrel. The key does not resemble a common house key in overall appearance. The cashbox key is permanently installed in the cashbox compartment of the farebox and cannot be removed except by authorized maintenance personnel using prescribed procedures. Any unauthorized attempt to remove one of these keys will damage it to the point that it cannot be used in a lock. This will be the only application of this type of lock and key in the fare collection system provided to the customer. Maintenance openings are secured by high -security MIWA locks of a configuration different from those used in the cashbox. The dollar bill transport is secured in the farebox by an Abloy cam lock and cannot be removed unless this lock is opened. GFI Genfare locks and keys are assembled by GFI Genfare using parts obtained from MIWA. GFI Genfare is the only company authorized by MIWA to sell and service this type of magnetic lock in the United States and Canada. The source of supply of the magnets is carefully controlled by the manufacturer. The lock is rated as pick and drill resistant. All fareboxes and accompanying equipment will be keyed alike. Two complete master sets of keys will be provided to the customer. 1.3.3 Cashbox Interface The cashbox and farebox are fitted with infrared sensing devices to enable the farebox to monitor the cashbox on a continuous basis and determine and report that the cashbox has been properly inserted into the farebox and opened (in place) and is ready to receive revenue. The devices used are tamper resistant, solid state and not subject to malfunction due to bus vibration. The farebox is inoperative when the cashbox is not in place. The farebox will also be fitted with devices that will allow the cashbox door to be fully closed and locked once the cashbox is properly inserted. These devices are tamper resistant and not subject to malfunction due to bus vibration. 1.3.4 Baffles Routine field maintenance to clear a jammed farebox will not compromise revenue security. A baffle system in the coin chute is employed to prohibit "fishing" of the cashbox upon removal of the coin module from the cabinet. It is not possible to extract dollar bills from the cashbox in the lower portion of the farebox when the bill accelerator is in place. 9MIE PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 1.3.5 Cashbox Access Door Each farebox has a cashbox access door integral to the farebox, which protects and conceals the cashbox within. The door has a full-length hinge on one side and a multi -point catch on the opposite side, When closed, the cashbox door fits flush with the adjacent surfaces of the lower portion of the farebox. A small aperture is provided in the center of the cashbox access door through which a tab on the cashbox handle protrudes when the door is closed. This permits the presence of a cashbox to be noted even when the door is closed and locked. A permanent cashbox serial number is securely affixed to the tab and is easily visible when the cashbox is in the farebox and the door is closed and locked. The cashbox door is provided with a labyrinth seal on all open�able sides to deter insertion and use of prying tools. The cashbox door can be unlocked under the following conditions: • Data has been successfully transferred from the farebox to the data system during probing. • The optional electronic key provided has been interfaced to the farebox data port. 1.3.6 Electronic Lock (Optional) The cashbox door is available with an electronic lock. If selected, this lock can be opened by means of a five -digit code that the farebox stores in memory. In normal operation, the door will open and permit removal of the cashbox only upon successful transmission of this code number to the farebox by means of the infrared data port. This code may be input automatically into the farebox at any time via the garage data probe. The code cannot be changed using the farebox keypad. Changing the code locks out previous codes and prevents them from opening the door. When a data system probe is interfaced with the farebox by means of the data port, the security code is transmitted to the farebox. If the code exactly matches the code previously downloaded (and if the locks are enabled, as described below), the cashbox door unlocks and opens, permitting the cashbox to be removed. The data system and fareboxes are designed so that the security code may be entered into the farebox through the computer. After the proper authorization code has been entered, the computer will display a menu with the options "LOCKS ENABLED" or "LOCKS DISABLED." Either of the following options may then be selected. • If "LOCKS ENABLED" is selected, the electronic lock on the fareboxes will be activated when the farebox is probed and data is extracted. • If "LOCKS DISABLED" is selected, the electronic lock on the fareboxes will not be activated; however, data will be sent to the computer. Closing the door and holding it in the closed position for approximately 1/2 second causes the electronic lock mechanism to engage the door locking pins and lock the cashbox access door. If the door is slammed, with rebound, the mechanism will not engage. 1.3.7 Portable Electronic Key (Optional) -36- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES If selected, a portable electronic key will be provided to enable authorized personnel to open the farebox cashbox access door in the field. Each time the portable electronic key is used, its unique serial number is recorded by the farebox. The number is reported to the data system upon probing and subsequently reported on hard copy as a "portable electronic key alarm." The portable electronic key has two major parts, an infrared probe and a belt -mounted unit. The probe is made of metal shaped to fit a person's hand in a comfortable manner. At one end it has the necessary optical device to send and receive data, which is protected with a suitable window and bezel. The probe is connected to the belt-mounted'unit, which contains a battery pack and the required electronics, by a six- foot, four -conductor coiled telephone cord with quick release push plugs at each end. The battery pack contains a standard nine -volt alkaline battery fitted with a momentary contact switch to conserve battery life to provide 600 probings prior to replacement with fresh batteries. Alkaline batterieE are preferred to rechargeable nickel -cadmium batteries because they have greater capacity and do not discharge when not in use. To conserve battery life, the probe is fitted with a momentary contact switch that must be depressed in order to activate it. A tone sounds to indicate a low battery — a more fail-safe method than an indicator light, which is easy to overlook. The belt -mounted unit contains a memory device that accepts and stores the code number that unlocks the door. The electronic key is of rugged design and is sufficiently oil- and water-resistant to permit it to be used on the service lane. It includes a belt of not less than 50 inches with a corrosion resistant buckle. 1.4 Software Requirements and Training Program 1.4.1 Overview GFI has recently introduced a new farebox data collection and reporting system to accommodate the complex networked environments now typical at transit agencies. The goal is to provide an adaptable, reliable, standards -based system. To ensure maximum flexibility as industry needs evolve, the new system, known as "Version 7," has been designed around the following principles: Reliance on standard programming interfaces and protocols. Standard application programming interfaces (APIs) and communications protocols are employed wherever possible. Depot -level and workstation application software are written to operate under Windows. Data transfer is accomplished using communications vehicles that operate under implementations of TCP/IP. FTP (file transfer protocol), another well-known standard, is used to transfer data between the data system and the server. The ridership and revenue report database is accessible through ODBC and supports SQL queries. Database access can be performed using products from Oracle, Sybase, Lotus, or other major vendors when the appropriate software drivers are used. Use of third -party applications where appropriate. Non -transit -specific functions are handled by well -established third -party tools when possible. For example, we use a commercial -37- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES implementation of Winsock to handle Windows -based TCP/IP communications. Customized report generation is handled by software tools that support SQL queries. • Reliance on proven GFI technology for transit -specific functions. GFI's farebox and depot -level data handling processes historically have been highly reliable and are a cornerstone of Version 7. Improved hardware, notably the new farebox logic board, makes it possible to implement certain enhancements. For example, the data transfer rate during probing has been substantially upgraded and the farebox software has been optimized for use with a 32-bit microprocessor. • Dependability and reliability. The system employs a closed loop principle during data transmission; no data is deleted from any stage until the next stage acknowledges receipt of data. Additional hardware (separate probing controller with data buffering) allows separation of data collection (probing) and reporting tasks. A misbehaving third party application that hangs the garage computer will not halt probing. • Modular software design. Major data system functions, e.g., communications, probing, and report generation, are handled by separate applications. Individual applications can be upgraded or adapted without having to recompile the code for the entire system. • Platform independent. Software coding is designed with a view to future platform migration. Where possible, portable code has been used. The database layout has been designed to facilitate SQL queries and further support easy migration to different database solutions. The depot computer will run under Windows 95/98/2000, Windows NT, or UNIX with the proper hardware configuration. • Adaptable to any network configuration. Since communications are handled by standard protocols, Version 7 can run over most types of standard network hardware, including switched or leased telephone lines, Ethernet, Token Ring, ISDN, or high-speed fiber optic LAN. • Ease of operation. Version 7 employs a graphical user interface (GUI). It also supports keyboard - only operation (unless the operating system requires a mouse for operation). • Data integrity/reliability. Transmission progress is monitored by the system. When a transmitted data packet fails verification testing, the system performs an automatic restart or retry as appropriate. The system implements the backup procedures supported by the underlying operating system. System logs enable the administrator to analyze the health of the system and diagnose failures. Data is checked for validity before loading into the database. This includes checking the master list against event totals and checking operational parameters against a list of valid parameters. Exceptions are logged for later corrective action. A watchdog program has been implemented to restart the system automatically in the event of a lockup. • Ease of data system software support. Operating system and database application upgrades can be provided by GFI through maintenance agreements. GFI can provide customized applications and reports on a time and materials basis. Field support is provided via voice telephone and remote computer login. Through maintenance agreements, GFI can log on to the customer's network manager on a regular basis to monitor the health of the system (as a preventive maintenance measure). Software upgrades may be downloaded direct from GFI Genfare. -38- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES • Security. Both the operating system and applications are password protected. Timed logoff automatically logs off the user after a predetermined period of inactivity. • " Robust reporting. Version 7 offers the following standard reports: - Maintenance Report - Daily Summary report - Exception Report - Farebox Security Report - Bin Removal Summary - Bin Removal deport - Cashbox Audit Report (Available if optional cashbox ID is selected) - Cashbox History Report (Available if optional cashbox ID is selected) - Cashbox Last Seen Report (Available if optional cashbox ID is selected) - Bypass Report - Probing Summary - Garage Computer Transaction Log - Vault Interface Log - Bus History Report - Driver History Report - Fare Structure - Route Summary Report - Daily Route Summary - Monthly Route Summary - Monthly Summary - Annual Revenue and Ridership Report - System Status and Configuration - Bus List - Route List - Run List - Trip List - Driver List The standard reports are viewable before printing. Report generation is password protected. Version 7 also allows user to use any major software packages for special reporting through CDBC connectivity via the database server. 1.4.2 Software Functionality All software needed for proper system operation, including the operating system and any necessary third - party software, will be completely installed, including programs needed for startup, data editing, file processing, and report generation. The operating system will be the latest version of Microsoft Windows NT. Communications will be accomplished based on commercially available software standards. No data encryption is employed in the DCRS. Software controls are provided to limit access to the data system. These controls require that each user input a personal password and access code. Permission to access major system functions is individually -39- BID PRICE FORM Revenue Collection System RFP P-865 City of Fort Collins Transportation Services ITEM UNIT EXTENDED NO. DESCRIPTION COST QTY PRICE 1 Cent -A -Bill Electronic Registering Farebox $5,800.00 27 $156,600.00 with Cashbox, Route/Run Segmenter, Magnetic Card Swipe Reader and Installation. 2 Spare Cash Boxes $550.00 3 $1,650.00 3 Quick Disconnect Mount w/ Lock $230.00 24 $5,520.00 4 Data System Complete for Single $35,000.00 1 $35,000.00 Garage/Single Probe Lane, Including all Hardware (DELL Optiplex platform), GFI Version 7A Software, Installation, 5 Stationary Revenue Collection System $25,750.00 1 $25,750.00 (Through -wall Mount), Including Receiver, Outer Structure, Currency Bin & Installation TOTAL 1 $2249060.00 RECOMMENDED OPTIONAL ITEMS ITEM UNIT EXTENDED I NO. I DESCRIPTION COST QTY PRICE 6 COUNTING EQUIPMENT 6a Dollar Bill Sorter/Counter - Money Systems N- $1,278.00 1 $1,278.00 120 6b Coin Sorter/Counter (6 denominations) - $13,500.00 1 $13,500.00 Money Systems MST-612 6c Loose Coin Conveyor with Hopper - Money $7,250.00 1 $7,250.00 Systems MST612C 7 TESTING EQUIPMENT 7a Cents -A -Bill Test Set w/ Modules & Power $6,800.00 1 $6,800.00 Supply, Including Magnetic Card Reader. 12111102 Page 1 PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES assignable depending on the needs and responsibilities of a particular user. User privileges, data transmission times, etc., may be changed via the keyboard by the system administrator. Each time a farebox is probed, the current date and time are downloaded and the fare table (including pushbutton functions and associated values), valid ticket and token types and electronic lock code are authenticated. When the farebox is probed, all memory registers are reset to zero except for cumulative registers. A positive match between the farebox electronic lock code and the code transmitted by the data system is required before the cashbox door will open. At its discretion the customer can change the lock code using the data system, which will transmit the new code to the fareboxes. All GFI application software is written in C, C++, Powerbuilder, and assembler, which are standard computer languages. Communications procedures are straightforward and do not require the operator to have any knowledge of communications protocols, phone numbers, file names, and similar details. Common operating utilities such as "defrag" and "scan disk" will be provided with each computer. The data system maintains the real-time clock, which automatically adjusts for daylight saving time. The data system will download the correct time/date to the fareboxes during each probing. If the farebox time varies by more than two minutes from system time, this is recorded as a maintenance event. The "end of transit day" time will initially be set at an agreed upon time and may be changed by the customer using the data system. The data system will provide reliable transfer of data between the computer and the fareboxes and cashbox receivers and will incorporate error -checking protocols. Farebox data to be transferred to the data system includes: 0 Date and time of probing • Bus number and farebox number (plus serial number of ancillary devices) • Transaction records • Cumulative farebox probings (non-resettable) • Revenue and ridership totals (both resettable and non-resettable) • Dollar bills, coins (by denomination), ticket and transfer usages • Fare registrations 0 Events and alarms (including date and time of occurrence) • Cashbox ID number (Available if optional cashbox ID is selected) The cashbox receiver will communicate with the data system and transfer cashbox and vault data to the data system during the emptying process. On power up, the data system will automatically load the primary application software and be ready to start probing. Probing and receipt of data from the revenue collection vaults can take place concurrently with other tasks; it is not necessary to exit probing mode to perform other tasks. All uses of data system functions are recorded in a log, including user ID, the function accessed, and date and time. All operator privileges, including access to major functions, are settable via the data system by the customer. Each user or group of users can be associated with a table specifying the functions that may be accessed and manipulated. The system administrator level can perform all system functions including adding/deleting users, overriding passwords, and defining the privileges of lower level users. -40- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The software is designed for ease of use. Screens are consistent, clear, and uncluttered. When user input is required, the user is presented with a default choice or yes/no choice whenever possible. 1.4.3 ' Standard Reports The DCRS will be able to produce standard reports using farebox data, including any edited data. Generation of standard reports is menu driven. GFI will provide a minimum of 30 standard reports. All reports will have a title on top of the page indicating the date and time when the report was requested. Reports containing data from fareboxes will also identify the date for which the data applies. To speed report generation, summary files of critical data are maintained. These files contain data on probing, route/revenue information, bus driver activity, and alarms. The DCRS will have the capability of producing various periodic system reports including daily, weekly, quarterly, and annual reports. The DCRS will have the ability to inventory the numbers on all cashboxes in the system. It can provide reports of any cashbox removed from a farebox but not emptied in a receiver within a customer -defined time period for each day of probing. A separate log will be stored on the hard drive of the data system for each day of operation, identifying every access, operator activity, and up/downloading activity. Each log entry will indicate the time and a description of the activity. Data System Training. GFI will provide the services of a qualified representative to train personnel in the proper operation and use of the data collection and reporting system. Training will include: • How to run the programs • Descriptions of the individual programs • Interpretation of all alarms, indicators and printed messages • Restart procedures in event of a prolonged power failure • How to access the database for additional analysis desired by customer. GFI's representative will be on -site at customer's facility for a period of at least one full day for this training. 1.5 Operator and Maintenance Training Program Customer personnel will receive in-depth training in the operation of GFI equipment. Training is provided by GFI's Technical Service Department, headed by Mr. Michael Garcia. GFI's Technical Service Department has considerable experience in training bus driver trainers, revenue service and maintenance personnel, as well as data system operators. GFI provides training to authority personnel who then provide driver and operator training. In all cases, GFI's trainers have consistently received high marks for their knowledge and training skills. GFI provides complete training courses as close to installation and service as possible to maximize student retention. Follow-up training is also provided when requested two to four months after installation. -41 - PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES (Because the GFI equipment is both easy to use and fully documented, this follow-up training is rarely requested.) On occasion, customer personnel turnover results in a lack of experienced trainers or operators. To address this long-term need, GFI has always offered free refresher courses at our factory training facility. All GFI training courses emphasize hands-on experience using equipment pulled from delivered stock. The instructors provided by GFI will be expert in the subject matter they are teaching. Upon request, bilingual instructors can also be provided. Instructors. GFI will provide experienced and qualified instructors to teach the courses as outlined. Resumes of each of the instructors will be provided upon request. Training Materials. The same personnel, who develop all customer documentation, providing consistent terminology in training aids and customer reference manuals, prepare GFI's training materials. Instructor Guide. The Instructor Guide is a more detailed version of student material. An expansion of the student material is included along with instructor notes and discussion guides. Training Summary. A syllabus is provided to all students in each course which details the course objectives, outlines the subjects to be discussed for each major operating function, briefly describes the equipment to be demonstrated, and identifies the reference material related to the subject. Maintenance courses include a section devoted to system fault analysis and troubleshooting. Instructional Material. In addition to the training summary, GFI will use appropriate manuals as the primary reference for each course. Included in these manuals are drawings, descriptive information and procedures necessary to ensure that all learning objectives are met in an orderly and timely manner. Training aids as discussed in the following section are another major source for student reference. Training Aids. Maximum use is made of visual aids for each course. "Hands on" training with actual equipment is employed extensively. Training is conducted using equipment in normal operating condition. The equipment will be returned to revenue service in good condition upon completion of training. Use of the equipment for training purposes will not void or otherwise modify warranty provisions. All operating equipment, tools and test equipment needed for the training program will be fumished by GFI. - 42 - PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Training Courses. GFI will provide the following training courses: • Driver's Training Program. GFI will provide experienced and qualified instructors who will conduct classes at Customer facility. This training program will be for supervisory personnel, who in turn will be responsible for the actual training of the drivers. • Cashbox Pulling and Dumping. GFI will provide the services of a qualified and experienced instructor who will conduct classes for the cashbox pullers. The purpose of the training classes is to familiarize and train customer personnel with the complete operating requirements of the revenue collection equipment. Equipment Maintenance. GFI will provide an experienced and qualified instructor who will conduct a comprehensive farebox and related equipment maintenance and repair training program. The purpose of this program is to train Customers maintenance staff in all aspects of maintenance and repair of the equipment delivered by GFI. This will include troubleshooting and diagnostic methods and preventive maintenance techniques to be employed in the proper maintenance of the equipment. This training will be for one full week at GFI's plant in Elk Grove, Illinois. Specific topics to be covered include: Fareboxes I. Basic construction and operating features of the farebox and related equipment II. Examination and disassembly of major farebox modules, including but not limited to: A. Bill Transport B. Coin Mechanism C. Electronic printed circuit boards D. Electrical wiring harnesses E. Swipe reader III. Troubleshooting procedures IV. Field -level repair of farebox and related equipment V. Use of the farebox test equipment. Revenue collection equipment I. Basic construction and operating features of the receiver, vault, bin, vault interface electronics, base computer, probes, and junction and isolation boxes. II. Examination and disassembly of major modules. III. Troubleshooting procedures. IV. Field -level repair of receiver, probes, base computer, and vault interface electronics. Because of the highly sensitive nature of this material, we generally recommend that only those customer personnel with a need to know be present at revenue collection equipment maintenance training. - 43 - PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLUNS TRANSPORTATION SERVICES 2. TOTAL SYSTEM QUALITY 2.1 Description and History of Proposed Fare Collection System The CENTSaBILL farebox proposed herein has been GFI Genfare's primary line of electronic registering fareboxes since the establishment of the company in 1980. The first production units were delivered in 1982. Currently some 40,000 units are in service at more than 200 transit agencies throughout North America. GFI has implemented numerous upgrades and enhancements to the CENTSaB ILL farebox over the years, notably the optional TRIM magnetic ticket reader/issuer machine, an add -on module introduced in 1990. Approximately 10,000 TRiM's are currently in use. A detailed description of the CENTSaBILL's technical features may be found in Section 1, Technical Proposal. A list of transit agencies using the proposed system may be found in Section 4.5 below. 2.2 Description and Explanation of Proposed Preventative Maintenance Program and Historical Life Cycle Costs 2.2.1 Proposed Preventive Maintenance Schedule The following is a suggested preventive maintenance schedule for the GFI farebox. Customer may wish to modify this schedule based on actual usage and the environment in which the farebox is used. Module Task Materials Interval Time or Component Required Months/Fares To Complete Bill Transport Mechanism LED Clean Mild detergent 4/100,000 1 min. Gears Lubricate Grease, medium 6/200,000 5 min. Transport belts Adjust 12/50,000 10 min. Replace Belts 30 min. Rails Adjust 12/50,000 5 min. Start sensor Clean Mild detergent 4/10,000 15 min. Document sensor Clean Mild detergent 4/10,000 20 min. Chopper sensor Clean Mild detergent 4/10,000 15 min. Start lamp Clean Mild detergent 4/10,000 1 min. Replace Bulb No. 86 12 1 min. Window Clean Mild detergent 4/10,000 15 min. Coin Mechanism Gears Lubricate Grease, medium 6/200,000 20 min. Bearings Lubricate Spindle oil 12/50,000 10 min. Start sensor Clean Mild detergent 4110,000 15 min. Display lamp Clean Mild detergent 4/10,000 1 min. Replace Bulb No. 161 12 1 min. -44- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Coin Escrow Window Clean Mild detergent 6/200,000 10 min. Frame' Clean Mild detergent 6/200,000 1 min. Bearings Lubricate Spindle oil 6/200,000 N/A Solenoid Adjust 12/400,000 N/A Display Lamp Clean Mild detergent 6/200,000 1 min. Replace Bulb No.161 1 min. Coin plate Clean Mild detergent 6/200,000 1 min. Adjust 6/200,000 1 min. Cashbox Lock mechanism Inspect 3/1,000 15 min. Lubricate Grease 6/2,500 for all Clean Mild detergent 6/2,500 items Lock barrel Clean Compressed air 3/1,000 1 min. Interior mirror Clean Glass cleaner 6/2,500 N/A Keypad Clean Mild detergent 4/100,000 5 min. Cashbox door lock Lubricate Grease, moly 6 20 min. Dilite bearing Clean, dust Brush, air 12 30 min. for or vacuum removal of Lubricate Spindle oil 12 these items; Rulon bearing Clean, dust Brush, air 12 15 min. for or vacuum PM. Belts & rollers Inspect and replace as needed 12 30 min. Electronic lock Pinion Clean, dust Brush, air 12 10 min. and drive gear or vacuum Mean Time Between Failures, Time to Repair. The farebox is capable of operating a minimum of sixty (60) days, mean time between failures. A suitable preventive maintenance program can increase MTBF. Failure is defined as: (1) a cessation of function to the point where the equipment is unable to function properly or where continued operation poses a threat to the equipment, driver, passengers, garage personnel or others; or (2) a random occurrence which does not render the equipment inoperable but would normally require some form of maintenance attention to restore normal function. Money exposed due to the cashbox exceeding the capacity limits described herein does not constitute a failure. The electronic boards, including associated electronic components, are capable of operating ten thousand (10,000) hours between failures provided there is no abuse, vandalism, operation beyond standards or lack of maintenance per GFI instructions. Mean time to repair the farebox is ten (10) minutes. Repair is defined as the diagnosis, removal and replacement of one or more defective assemblies (such as a coin mechanism, bill transport, electronic board, etc.) to put the farebox back into operating condition. Repair of the defective assembly is not included in mean time to repair. - 45 - PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES The coin mechanism is modular in construction so as to be removable within two minutes for inspection and/or replacement by a trained repairer. To minimize service calls, the mechanism has a manual "unjamming" button that the driver may press to widen the throat of the coin mechanism, permitting the passage of bent coins that have become lodged within the mechanism. The bill transport is a self-contained module that may be removed and replaced within one (1) minute by a trained repairer. It is built of reinforced aluminum for rigidity, provided with captive fasteners and self - aligning upon insertion. It is secured within the farebox by means of a cam lock. There are no protrusions on which bills or tickets may snag, causing a jam. The optional Ticket Reader/issue Machine is a self-contained external module that mounts on the side of the farebox; and can be removed or replaced within one (1) minute by a trained repairer. To simplify parts inventory, the farebox and all major subassembly modules have a unique serial number and bar code inscribed. Customer will be provided with a list of all serial numbers and the modules to which they have been applied. Subassembly modules to which such numbers are applied include, but are not limited to, coin mechanism, bill transport, coin escrow, electronic lock, cashbox, upper case, and lower case. Unique part numbers indicated internally identifies each farebox, cashbox, and major subassemblies. Access to the electronics, power supply, and other electrical components for maintenance, replacement or repair does not require the removal of the cashbox from the farebox nor the removal of the farebox from the bus. 2.3 Warranty on System Components The following is GFI's standard warranty: GFI warrants that all of the equipment furnished under this contract shall be free from defects in material and workmanship under normal operating use and service. 2. GFI shall provide such a Warranty for a period of one year after the installation and acceptance of equipment. The Warranty shall cover all parts and labor associated with the factory repair of the equipment during the Warranty period. 3. The remedial work to correct any and all potential deficiencies shall include the repair or replacement of equipment, components, devices, and/or materials. It is understood that GFI shall be responsible for the costs of all materials and labor, except as provided herein. 4. Customer shall operate and maintain the equipment in accordance with the instructions provided by GFI in order to maintain this Warranty. It is understood that the Warranty shall not apply to any equipment which has been repaired and/or altered without knowledge or consent of GFI and/or is in conflict with GFI's instructions, and which repair or altering affected its stability, reliability or operating performance. 5. The Warranty shall not apply to any equipment which has been damaged through accident or negligence, or which has been subjected to other than normal use under conditions prevalent in -46- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES buses. Temperature, humidity, bus vibration and ambient electric conditions shall be considered normal operating conditions for this equipment. The Warranty shall not cover the replacement of normal consumable items nor items which are replaced in usual and scheduled preventative maintenance program, such as light bulbs. For the purpose of this Warranty the following types of failures are defined: ✓ Malfunction: A malfunction is defined as a failure of a given device and/or component in the equipment furnished. This causes a degraded performance of the equipment, but does not render the equipment inoperative. ✓ Equipment Failure: Equipment failure is defined as failure of a given device and/or component in the equipment. The effects of this type of failure renders the equipment inoperative and/or unsuitable for the intended purpose. ✓ Random Failure: This is the failure of a given component and/or device in a singular item of equipment and/or failure of a given group of equipment, essentially unrelated in cause. ✓ Pattern Failure: This is the failure of a given component and/or device in several items of equipment or the repeated failures of the component and/or device in the same item or equipment, which in the opinion of THE CITY OF FORT COLLINS and GFI is related in cause. ✓ Class Failure: This is a failure of a given component and/or device in 10% percent of the equipment provided. The determination of a "Class Failure" by customer and GFI shall assume that all such equipment within its respective category has these defects and shall ultimately experience these same failures. 8. Remedial Action 8.1 For "random" and "pattern" failures, customer shall be responsible for the removal of the various devices and/or components, and the payment of shipping charges to GFI's designated repair facility. During the warranty period GFI will be responsible for repair and/or replacement of the parts and shipping charges back to customer. 8.2 For "class" failures, GFI shall be responsible for all costs associated with the removal of components and/or devices, the shipping charges to and from GFI's repair facilities, and the costs associated with their reinstallation. GFI shall also provide such additional components and/or devices to customer to use while the repairs are taking place so as not to unduly interfere with usual and normal bus operations. GFI shall be responsible for meeting with customer to determine the schedule of repairs. GFI may, at its option, perform the required repairs at customer, providing personnel, tools, and materials all at its own expense. 8.3 GFI shall receive and inspect all incoming items in accordance with this Warranty. 8.4 All repair work performed by GFI shall carry its own ninety (90) day Warranty that may be concurrent with the main equipment Warranty. -47- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 2.4 Accuracy of Fare Collection and Ridership Information Fare Collection Data Accuracy. The farebox will accept, count and register coins and "street" dollar bills such that the amount registered will vary from the actual amount (coins, bills, tickets, tokens) by no more than +/-1/2% (plus -or -minus one-half percent) in amounts greater than $300 per farebox. This 99.5% accuracy criterion does not reflect problems caused by bent and bogus coins, folded dollar bills, improper operation and environment conditions beyond these specifications. Ridership Data Accuracy. The farebox will record each and every rider who inserts payment in the farebox, including the category of ridership, the fare paid, and other pertinent data, and upload the accumulated information to the data system With 100% accuracy provided it is operated in strict accordance with documentation and other instructions provided by GFI, and further provided that ridership during periods when the farebox is placed in bypass shall be excluded. -48- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 3 COMPANY PRIOR PERFORMANCE, BACKGROUND AND EXPERIENCE 3.1 Brief History of Firm's Experience in Manufacture of Fare Collection Systems Corporate History and Structure. GFI Genfare is a wholly owned subsidiary of SPX Corporation of Muskegon, Michigan, an NYSE -listed company that acquired GFI's previous corporate parent, General Signal Corporation of Stamford Connecticut, in 1998. GFI was initially incorporated in 1980 as General Farebox, Inc. With the financial backing of General Signal, GFI developed the first practical electronic registering farebox, which quickly came to dominate the farebox marketplace. Having purchased two other farebox companies, Keene and Duncan, GFI became the leading farebox manufacturer in North America with a market share of more than 75 percent. In the mid-1980s GFI expanded into rapid transit fare collection equipment, including turnstiles, token and ticket vendors, and related equipment. GFI won contracts in virtually every North American city having a heavy rail transit system. In recognition of the company's expanded product line, the company's name was changed from General Farebox to GFI Genfare. In 1995 GFI absorbed a sister company in General Signal, Midwest Electronics, a manufacturer of transit communication equipment. The combination generated considerable synergy, providing GFI not only with an expanded product line but a substantially enlarged engineering staff. In 1998 GFI's parent company, General Signal, merged with SPX Corporation of Muskegon, Michigan. The combined company had revenues of approximately $3 billion. GFI's principal products include: • Electronic Fareboxes. GFI's Odyssey electronic validating farebox accepts, validates and counts cash and magnetic fare media and, optionally, credit cards and smart cards, all without driver intervention except in the case of special fares. GFI's CENTSaBILL electronic registering bus farebox accepts and counts coins, tokens, and bills, providing total revenue security from the time a customer pays a bus fare until the transit agency deposits the money in the bank. Ticket Readedlssue Machine (TRiM). An add -on module for installation on bus fareboxes, the TRIM reads, writes, and verifies magnetic transfers, passes, tickets, and other documents; contactless smart cards; and/or contactless smart cards. Ticket Vending Machines. The Vendstat ticket vending machine accepts bills, coins and credit cards; makes change; and issues up to four different types of tickets or magnetic passes. The Vendstar is networked to a central computer in order to monitor passenger use, revenue, and security at all times. Data Systems. GFI provides a variety of data systems using microcomputers and custom software to support its revenue collection products. These systems range from relatively simple MS -DOS - based systems that communicate via dial -up phone line to more sophisticated UNIX -based networks processing transaction -based data. -49- RECOMMENDED OPTIONAL ITEMS - Cont. Revenue Collection System RFP P-865 City of Fort Collins Transportation Services ITEM NO. DESCRIPTION UNIT COST QTY EXTENDED PRICE 8 FAREBOX ACCESSORIES 8a Electronic Lock $285.00 27 $7,695.00 8b Cashbox ID (Requires'option 9b) $165.00 27 $4,455.00 8c Passenger Display (3 digit) $410.00 27 $11,070.00 8d Bill Accelerator $310.00 27 $8,370.00 8e Ticket Reader/Issue Machine (TRIM) w/ $3,725.00 27 $100,575.00 Mounting Bracket 9 VAULTING EQUIPMENT 9a Portable Electronic Key $850.00 1 $850.00 9b Cashbox ID Computer & Software $3,500.00 1 $3,500.00 9c Mobile Revenue Collection System IN LIEU $26,500.00 1 $26,500.00 OF STATIONARY SYSTEM (ITEM #5), Includes Outer Structure, Receiver, and One Mobile Bin. 10 SPARE PARTS 10a Spare Parts as requested in 2.5.1a (see attachment 1 for detail list). Lot $22,406.00 10b Spare Vault Receiver $9,500.00 1 $9,500.00 11 EXTENDED WARRANTY l la Additional 12 months $432.00 27 $11,664.00 I lb Additional 24 months $864.00 27 $23,328.00 12 OPTION TO PURCHASE ADDITIONAL FAREBOXES GFI agrees to extend the bid price, adjusted 12a using the PPI Index, for up to three years for the purchase of up to fifty (50) additional complete fareboxes (Item No. 1) and the farebox accessories (Item No 8 a-e). 12111102 Page 2 PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Since its founding in 1980, GFI Genfare has provided more than 200 customers with well over 50,000 pieces of transaction -processing equipment, including vending machines, fareboxes, turnstiles, and other specialized electronic devices. 3.2 Description of Production Facility, with Reference to Production Capacity, Quality Control, and Quality Assurance 3.2.1 Description of Production Facility GFI is located in Elk Grove, Illinois, in suburban Chicago. This location is convenient to a ready labor market equipped with all skills required for GFI's operations. Chicago -area companies provide a majority of all materials and manufacturing services required for GFI's products. Over the years, GFI has developed a group of suppliers and subcontractors who are able to provide quality equipment and materials to GFI under the most demanding schedules. GFI is housed in a 60,000-squ6re-foot, modern, fireproof building. All operations are conducted from the Elk Grove location, including management, administration, accounting, marketing, sales, engineering, production, service/parts, testing, and shipping. As a result we are able to achieve many operating efficiencies, including better quality control, quicker decision -making, tighter control of inventory, better availability of spare parts, and quicker response when problems arise. GFI employs 160 people, approximately one-third of whom are engineers and other technical personnel. GFI's software programming is performed by a staff of full-time programmers who are supplemented by specialized software consultants as needed. GFI provides program and project management to monitor specification compliance and maintain delivery schedules. GFI requires 100 percent inspection, testing, and burn -in of each product shipped. GFI's facilities include a complete model shop, CAD/CAM drafting, a walk-in environmental chamber, and conveyorized production lines. 3.2.2 Production Capacity We have the capacity to manufacture 500 fareboxes per month. We have supplied fareboxes to transit agencies in the nation's largest cities, including Atlanta, Boston, Chicago, Cleveland, Dallas, Denver, Detroit, Milwaukee, Minneapolis, New York, Pittsburgh, Philadelphia, Portland (Oregon), San Jose, Seattle, St. Louis, and Washington, D.C. We have never missed a scheduled farebox delivery date. 3.2.2 Quality Control and Assurance GFI is ISO 9001-certified, signaling that it complies with the rigorous international quality assurance standards promulgated by the International Organization for Standardization. This organization, headquartered in Geneva, Switzerland, is made up of experts from over 90 countries, including the United States, who work cooperatively to establish commercial standards. ISO 9001 is the most rigorous of the ISO 9000-series standards. The ISO 9000 standards are designed to help companies set up quality systems for the design, development, production, installation, testing, inspection, and servicing of products. Since their publication in 1987, the ISO 9000 standards have enjoyed worldwide acceptance. ISO 9000 has been adopted as the national standard for quality management and assurance by well over 50 countries to date. -50- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES ISO 9000 requires that participating companies document their quality assurance systems and conduct periodic compliance audits. In essence, ISO 9000 requires that companies say what they do (in writing), then do what they say. ISO 9001 certification is the culmination of many years of work by GFI staff.and assures our ability to meet international quality standards. The GFI CIA program is based on MIL-1-45209 quality program requirements to ensure that quality is maintained throughout all areas of contract performance. We will be pleased to provide a copy of the GFI QA program on request. 3.2.4 Capabilities for Customer Technical Assistance Technical assistance is provided by the GFI Technical Service Department. As indicated, 15 qualified technical personnel are assigned to this department. Mr. Michael Garcia, manager of technical support, has been with GFI since 1982. GFI will provide maintenance support from the time the first item of equipment is installed until the expiration of the system warranty. Telephone support is also available following expiration of the warranty. GFI will provide on -site personnel qualified to troubleshoot all aspects of the system from initial installation process through revenue service commissioning. During the warranty period, GFI will provide telephone support to assist the customer in the maintenance of the system during normal business hours. 3.3 Lawsuits, Claims or Disputes No lawsuits, claims or disputes have arisen between GFI and any transit agency or entity in the past three years. 3.4 Audited Financial Statements SPX Corporation does not report separate figures for its subsidiaries. A copy of the corporation's most recent annual report may be found among the exhibits at the end of this proposal. 3.5 References The following is a partial list of clients for whom GFI has provided bus fare collection systems over the past two - five years. Regional Transit Commission (Citizens Area Transit) 301 E. Clark Ave., Suite 300 Las Vegas, NV 89101 CONTACT: Mark Mahon (702) 455-2274 CONTRACT AWARD: March 1997 (TRiMs and data system); October 1997 (vaults) CONTRACT DELIVERY DATE: August 1997 (TRiMs) ACTUAL DELIVERY DATE: August 1997 ORIGINAURNAL CONTRACT VALUE: $1,125,0951$1,125,095 CONTRACT STATUS: Closed DESCRIPTION OF SYSTEM DELIVERED: 210 TRiMs to upgrade previously installed CentsaBill fareboxes 1 data system, including garage computer and network manager 3 vaults -51- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES AC Transit 1600 Franklin St. Oakland CA 94612 CONTACT: Terry Remy (510) 628-8275 CONTRACT AWARD: November 1998 CONTRACT DELIVERY DATE: July 2000 ACTUAL DELIVERY DATE: April 2000 ORIGINAL/FINAL CONTRACT VALUE: $7.1 millionl$7.1 million CONTRACT STATUS: Substantially complete DESCRIPTION OF SYSTEM DELIVERED: 750 electronic registering fareboxes 23 mobile vaults 5 garage data systems 1 network data system Sound Transit 1100 2nd Avenue #500 Seattle, WA 98101 CONTACT: Fred Chun (206) 263-4901 CONTRACT AWARD: December 1998 CONTRACT DELIVERY DATE: December 1999 ACTUAL DELIVERY DATE: November 1999 ORIGINAUFINAL CONTRACT VALUE: $1.3 millionl$1.3 million CONTRACT STATUS: Complete DESCRIPTION OF SYSTEM DELIVERED: 200 electronic registering fareboxes 2 vaults 2 data systems OMNITRANS 1700 W. 5t^ St. San Bernardino, CA 92411 CONTACT: Ron Browning (909) 379-7133 CONTRACT AWARD: April, 1999 CONTRACT DELIVERY DATE: July, 1999 ACTUAL DELIVERY DATE: June, 1999 ORIGINAUFINAL CONTRACT VALUE: $1,342,0001$1,342,000 CONTRACT STATUS: Complete DESCRIPTION OF SYSTEM DELIVERED: 150 electronic farebox upgrades 150 TRiMs DART Delaware 400 S. Madison St Wilmington, DE 19801 CONTACT: Steve Welch (302) 577-3278 CONTRACT AWARD: March, 1999 -52- PROPOSAL -.COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES CONTRACT DELIVERY DATE: November, 1999 ACTUAL DELIVERY DATE: August, 1999 ORIGINAUFINAL CONTRACT VALUE: $1,812,000/NA CONTRACT,STATUS: Substantially complete DESCRIPTION OF SYSTEM DELIVERED: BC Transit 208 farebox upgrades 232 TRiMs 4 data systems 520 Gorge Rd. E Victoria, BC Canada V8W 2P3 CONTACT: Don Milligan (250) 995-5652 CONTRACT AWARD: May 1999 CONTRACT DELIVERY DATE: December 1999 ACTUAL DELIVERY DATE: August 1999 ORIGINAUFINAL CONTRACT VALUE: $1.6 millionl$1.6 million CONTRACT STATUS: Complete DESCRIPTION OF SYSTEM DELIVERED: 300 electronic registering fareboxes 10 vaults Winston-Salem Transit Authority 1060 N. Trade St. Winston-Salem, NC 27102 CONTACT: John Ashford (336) 727-2006 CONTRACT AWARD: April 1998 CONTRACT DELIVERY DATE: August 1998 ACTUAL DELIVERY DATE: July 1998 CONTRACT VALUE: $746,291 CONTRACT STATUS: Complete DESCRIPTION OF SYSTEM DELIVERED: 66 CENTSaBILL fareboxes with route/run segment and electronic locks 66 ticker reader/issue machines (TRIMS) 1 through -wall vault 1 data system Central New York Regional Transportation Authority 200 Courtland Ave. Syracuse, NY 13205 CONTACT: Frank Kobliski (315) 442-3333 CONTRACT AWARD: May 1997 CONTRACT DELIVERY DATE: September 1997 ACTUAL DELIVERY DATE: September 1997 ORIGINAUFINAL CONTRACT VALUE: $1,995,0331$1,995,033 CONTRACT STATUS: Complete DESCRIPTION OF SYSTEM DELIVERED: 217 CENTSaBILL electronic registering fareboxes with route/run segmenter, electronic lock, and cashbox ID -53- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 217 ticket reader/issuer machines (TRIMS) 2 through -wall vaults 1 data system with network manager,1 garage, and 2 remote sites 3.6 Capabilities for Provision and Service of Replacement Parts Spare parts fall into three categories: Consumables, such as light bulbs and fuses. Field replacement modules, including printers, computers, stamp dispenser module, card reader/PIN entry pad, etc. • Parts for depot -level repair of changed -out modules. We will recommend to customer the quantities of each of the above categories of parts needed to adequately support the equipment. It is the responsibility of the customer to purchase the recommended quantities of parts. Additional spares may be purchased as needed from GFI or from appropriate commercial suppliers. Transit agencies typically expect their equipment to last at least 12 years and some equipment remains in service for much longer periods. Accordingly GFI has taken steps to ensure long-term availability of parts. Our success in being able to support products over 20 years old lies in our thorough documentation and records. We also judiciously protect all tooling necessary to reproduce critical parts. GFI's efforts in this regard are multi -faceted. • All custom -designed parts will be documented in sufficient detail so that any reputable supplier/vendor may duplicate the parts well after the initial production run has been completed. • Where commercial products are used in or as a subassembly, every reasonable effort is made to identify secondary sources of compatible and equivalent parts. Critical characteristics of the commercial elements are documented so that additional sources may be identified in the future. • When possible, if a supplier of a critical component notifies GFI of its intent to cease production of the component, GFI will in turn notify the customer and recommend that additional spares be purchased to support the program for the remainder of the program life. • Subcontracts for any sole -source components include a requirement of parts availability throughout the anticipated service life of the device, with a provision for access and rights to the design should the subcontractor cease production, Should a third -party component become unavailable from the original supplier, we will assist the customer in identifying a new source. If no exact substitute can be found, for example in areas of rapid technological development such as computer electronics, we will be pleased to contract with the customer to develop a suitable upgrade. 3.7 Procedures for Development and Updating of Technical Manuals and Publications -54- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES GFI's publications department develops technical manuals and publications. Our publications personnel have many years of experience in creating clear, concise equipment documentation. Samples manuals are included with this proposal. Since the CENTSaBILL farebox is a service proven product, it is unlikely that the manual will require updating. Should updating become necessary, however, the loose-leaf binder format facilitates the insertion of modified or additional pages. The following manuals will be provided: • Farebox Operator's and Service Manual. Describes farebox operation, preventive maintenance (including recommended PM schedule) and field troubleshooting procedures. Includes illustrated parts manual and exploded diagrams showing parts numbers, as well as detailed descriptions of all assemblies and subassemblies to permit maintenance, repair, and rebuilding of the equipment. Also includes adjustment tolerances, overhaul procedures, and special tools and equipment required. • Data System Manual. Includes instruction on operation and maintenance of the data system. • Revenue Collection System Manual. Includes complete instruction on operation and maintenance of the revenue collection equipment, including receivers and vaults. The manuals will be complete, accurate, up-to-date, and fully relevant and will be written in English only. Manuals will be provided on 3-ring binders using 81h x 11 inch paper, except where foldouts are necessary for illustrations. Manuals are bound in hardcover binders. Illustrations are clear and all printed matter, including dimensions and lettering on drawings, is easily legible. Reproduction is first quality. Manuals use standard U.S, nomenclature, symbols and designations. Each manual has a table of contents. -55- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES 4. PROJECT IMPLEMENTATION AND COMPLETION 4.1 Description of Proposed Implementation Plan, Schedule, and Final Completion Date A proposed implementation plan and schedule complying with your requirements will be provided within 30 days after contract award. 4.2 Detailed Work Program and Schedule 4.2.1 Project Manager GFI's practice is to appoint a project manager and a project team for major procurements. The technical project manager designated for this procurement is Dan Gilfand, Program Manager, who has successfully managed many previous projects. The project manager is responsible for the planning, management, supervision, and control of the project. He will be responsible for directing and coordinating the technical effort as well as the manufacturing and administrative aspects of the project. The project manager will be assisted by a GFI project team responsible for the following major activities: • Overall program management and direction • Providing technical direction and expertise • Assuring schedule adherence by monitoring program activities • Providing local coordination between the customer and GFI • Preparing all submittals and deliverables • Providing supervision for installation of equipment • Attending program meetings as required • Assisting in the resolution of any issues • Coordination of training programs 4.2.2 Management Approach GFI will use a structured, integrated contract management system to ensure timely completion of the project. Central to this system is the program management software. GFI utilizes Microsoft Project, a well - supported product in wide use in business and industry. Use of this software will enable GFI to generate any agreed -upon progress documentation. GFI task planning begins with definition of contract requirements and establishment of the contract baseline in terms of people, budgets, and schedule. Our proposal will form the basis for defining "work packages" (clusters of related tasks), assigning them to the appropriate work center, and preparing work authorization documents. Contract documentation, copies of deliverables, and reference materials are carefully organized, cross- referenced, and filed in our central file system for easy review. 4.2.3 Status Reporting and Problem Identification -56- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES GFI will hold periodic meetings with all departments to ensure that the program remains on schedule and that all work groups are coordinating their activities. Each department head will report on progress to date, problems encountered, and the outlook for the next reporting period. The program manager will apprize team members of any customer comments regarding specific program issues or general progress. In -progress reviews will be held as needed to update customer regarding current project status, problems and other items of interest. 4.2.4 Requirements Reviews Before manufacturing can commence, requirements will be reviewed with the customer. GFI will clarify all requirements for the equipment including any proposed optional equipment. Once the final equipment selection has been approved, the production process will commence. 4.2.5 Correspondence Control GFI will maintain a correspondence control system for the transmittal and filing of project correspondence. The system will include equipment specifications, subcontractor correspondence, drawings, contract deliverables, and such other documentation as may be appropriate. GFI will log and retain copies of all communications between GFI and customer including minutes of meetings, letters, drawings, memoranda, and other written material that will form the file and record of the program. 4.2.6 GFI Factory Inspections GFI routinely subjects all modules, cable harnesses, circuit boards, and other devices as well as all finished machines to a series of intensive inspections to ensure that they have been manufactured in accordance with requirements, are properly calibrated and adjusted, and work as specified. Each module will be bench tested and certified prior to being installed in a machine. Completed machines will then be subjected to a 72-hour burn -in and other tests as part of final assembly and inspection. Each module, subassembly, and component will be uniquely identified with a bar code serial number. All incoming assemblies and GFI-assembled components will have their serial numbers recorded along with date of receipt and/or manufacture, inspection results, and other pertinent information. 4.2.7 GFI SubcontractorNendor Controls GFI imposes high quality and performance standards on suppliers. To ensure adherence to these standards we periodically inspect our suppliers' facilities. Key to the success of the program is the independent quality assurance program implemented by GFI's suppliers. GFI closely monitors its vendors' QA programs. 4.3 Key Project Personnel — Resumes and Job History Dan Gilfand, Program Manager. Mr. Gilfand has been with GFI since 1999 and had prior experience in managing projects. Mr. Gilfand has been involved with the program management and support of numerous bus fare collection equipment programs for GFI. He was project manager for procurements in Florida, -57- PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES Pennsylvania, California, Michigan, Massachusetts, Connecticut, Virginia, Tennessee, Georgia, Texas, Louisiana, North and South Carolina, Ohio, Tony Hart, Senior Software Consulting Engineer. With GFI since 1986. Received Bachelor's degree in Computer Science with a minor in Math from Tulsa University. Involved in all major GFI software projects including the new Odyssey farebox, vending machines, turnstiles, fareboxes, and data collection networks using all standard programming languages and operating systems including UNIX, DOS, and Windows NT. Kim R. Green, Vice -President, Sales and Marketing. Has spent virtually his entire working career in fare collection systems. With GFI since 1985, previously with Duncan Mass Transit since 1975. B.S. - Marketing and Business Administration - University of Illinois. Expertise in marketing, sales, program management and manufacturing for transit and transit related industries. Michael Garcia, Manager, Technical Support. With GFI since 1982; previously 6 years experience with Central Scientific. Extensive management experience in field service, production, production control, and maintenance and construction. Terry K. Brock, Director of Sales, Western Region. Extensive experience in the transit industry for over twenty-one years. During this time he has served in contract operations, management, sales and marketing positions at transit bus manufacturers and dealership organizations. James Helvey, Director of Manufacturing. With GFI since 1980, previously with Duncan Industries for 6 years. Extensive experience in all phases of production, field service, and installation operations. Extensive experience in electromechanical assembly, microprocessor applications, and field service. James A. Pacelli, President. With GFI as president since 1980. Previously vice-president of production for Duncan Industries, 7 years. Extensive experience in the overall management of design, production, and related services. Responsible for GFI growth and profitability. 4.4 Subcontractors GFI Genfare does not anticipate hiring any subcontractors specifically for the purpose of this procurement. -58- CENTSaBILL Spare Parts and Test Equipment CentsaBill Spare Parts Kit Detail Part Number Description Quantity Unit Price Total D00371-0002 S/A Bill Transport 2 $537.98 $1,075.96 C00001-0001 S/A Coin Mach 2 $644.34 $1,288.68 D20001-0007 S/A Logic Board 2 $775.00 $1,550.00 D20750-0402 S/A Logic Board 0 $650.00 $0.00 C15992-0003 S/A Power Board "New" 2 $504.70 $1,009.40 D03779-0001 S/A Data/Driver Display. (3 Digit) 0 $208.44 $0.00 D17361-021X S/A (4 Digit) Brite-Lite Display - New 2 $232.00 $464.00 C00358-0001 S/A Coin Reader 0 $361.40 $0.00 B23123-0001 S/A P.C. Bd. Ckt. Breaker (D.B.A.) C01924- 0 $39.60 $0.00 D05691-0001 S/A Cashbox, Std. Tall 0 $550.00 $0.00 D05691-0003 S/A Cashbox, Tall W/I.D. 2 $595.00 $1,190.00 D05690-0001 S/A Cashbox, (Short) 0 $550.00 $0.00 D05690-0002 S/A Cashbox, (Short) W/I.D. 0 $595.00 $0.00 D20941-0001 S/A Cashbox, Super Short 0 $550.00 $0.00 D00055-0001 S/A Escrow, Coin 2 $170.00 $340.00 C03881-0001 Module, Cashbox III) "F/B Receiver Bd." 0 $87.55 $0.00 D00700-0012 S/A Main Harness 2 $295.61 $591.22 D00700-0006 S/A Main Harness 0 $287.00 $0.00 D14453-0001 S/A Electronic Lock 2 $504.70 $1,009.40 D01860-0002 S/A Dollar Bill Accelerator 0 $422.08 $0.00 D07106-0002 S/A Guide, Card - Reader 0 $389.00 $0.00 C03143-0001 S/A Key Pad, Std. (12) Button 0 $93.73 $0.00 C03143-0006 S/A Key Pad (16) Button 2 $169.95 $339.90 B21307-0005 Drivers Control Unit - Kit Less FIU 0 $1,248.00 $0.00 A00384-0001 S/A Sonalert & Connector 2 $19.24 $38.48 C00331-0001 S/A Motor & Worm Gear (Bfn 2 $67.40 $134.80 A01450-0001 S/A Gear & Bushing - Coin Mach 2 $17.67 $35.34 B00750-0001 S/A Coin Mech Motor & Gear 2 $56.42 $112.84 B00199-0001 Motor, Coin Mach 2 $42.76 $85.52 C00228-0001 Window, Bill Transport 2 $17.28 $34.56 A03206-0001 S/A Guide Bill Feed -Lower 2 $4.89 $9.78 A00915-0002 Switch, Power (F/B ON -OFF) 2 ,_ $13.96 $27.92 B00488-0001 S/A Solenoid & Plug (Escrow) 2 $30.09 $60.18 A04738-0001 S/A Lamp & Socket (C/R Top Casting) 0 $13.25 $0.00 Decals: B07126-0001 Decal Coin Slot 6 $1.76 $10.56 B07127-0001 Decal, Bill 6 $1.51 $9.06 B03133-0001 Decal, Keyboard Std. (12) Button 0 $2.57 $0.00 B03133-0002 Decal, Keyboard (16) Button 3 $2.05 $6.15 B07128-0001 Label, Card Reader 0 $1.57 $0.00 Gages: ' T7794 Gage Electronic Lock 0 $164.80 $0.00 T7784 Gage Eloctronic Lock Adjustment 0 $154.50 $0.00 T7800 Gage Escrow Coin Tray 0 $46.35 $0.00 Misc. Parts/Consumables: A00262-1-120 Pin, Spriol (.146" X 1") "C/B Handle" 5 $0.21 $1.05 B01212-0036 Fuse, 8 Amp Slo-Blo "Farebox" 5 $0.86 $4.30 B01212-0039 .Fuse, 15 Amp Slo-Blo (TRIM) 0 $1.39 $0.00 A00375-0001 Pad, Bumper 5 $0.21 $1.05 A00091-0002 Belt, Upper Feed 5 $5.12 $25.60 A00092-0001 Belt, Timming 150 Grove 5 $7.55 $37.75 D00013-0001 Coin Transport Pad 5 $17.43 $87.15 A03200-0001 End Bumper, Coin Mach. 5 $0.21 $1.05 A00008-0001 Gear, #3 Coin Mach 5 $5.71 $28.55 A00007-0001 Gear, #2 Coin Mech 5 $6.11 $30.55 A00186-0001 Gear, Worm'(13n) 5 $1.42 $7.10 C01299-0003 S/A Key Pad (12) Button 0 Obsolete C01299-0005 S/A Key Pad (16) Button 5 $34.14 $170.70 A01271-0001 Socket, Lamp (BM 0 $1.85 $0.00 A00487-0001 Socket, Lamp (B!n 0 $1.76 $0.00 B00903-0001 S/A Lamp Socket (Escrow) 0 $6.88 $0.00 A00397-0001 Lamp #86 (BR) & (C/R Top Casting) 5 $0.80 $4.00 A00396-0001 Lamp #161 (BM 5 $0.83 $4.15 A00396-0002 Lamp, Escrow (Frosted) 5 $0.80 $4.00 CAB Spare Parts Kit Total $8,850.00 GFI will provide 2 complete spare parts kits as described above plus additional spare parts as determined by Ft. Collins up to the amount shown on proposal price sheet. e PROPOSAL - COMPLETE REVENUE COLLECTION SYSTEM CITY OF FORT COLLINS TRANSPORTATION SERVICES CONFIDENTIALITY STATEMENT NOTICE: This proposal contains proprietary information whose disclosure to unauthorized parties would be materially damaging to GFI Genfare. Disclosure of proprietary information is prohibited under the Freedom of Information Act (F.O..I.A.) (5 U.S.C. §522) and other relevant statutes (e.g., 18 U.S.C. §1905). Distribution of this proposal is to be restricted to those directly involved in its review and evaluation. GFI Genfare urges the THE CITY OF FORT COLLINS to safeguard the confidentiality