Ecolane_-_ODOT_Technical_Proposal__RFP_003-24.pdf

TECHNICAL

PROPOSAL

July 6 , 2023

RFP #003-24

SCHEDULING & DISPATCHING

SOFTWARE FOR TRANSIT

AGENCIES IN OHIO

Ecolane USA, Inc.

Spiro Gjorgjievski President 940 West Valley Rd. , Suite 1400 Wayne, PA 19087

(484) 753-9085 spiro.gjorgjievski@ecolane.com

State of Ohio Dept. of Transportation Jack Marchbanks, Ph. D.

Director, Department of Transportation 1980 West Broad Street Columbus, OH 43223 614-466-3209 contracts.purchasing@dot.ohio.gov

P R E P A R E D F O R P R E P A R E D B Y

Quick, easy and intuitive passenger and reservation data management using the best same-day optimization algorithm in the industry.

A proven solution in urban and rural environments and different paratransit service types such as First Mile/Last Mile, Dial-a-Ride, and Mobility-on-Demand (MOD) transit.

Complete electronic manifests and automatic vehicle tracking with the Ecolane touchscreen mobile data terminal.

Proven ability to reduce costs by increasing the efficiency of scheduled and delivered transportation.

Big data reporting information for analytics exportable into Microsoft Excel, Word, PDF, and CSV files, 100% verified by GPS data, with no charges for creating or assisting with ad-hoc reports.

Ability to investigate complaints, no-shows, and other service issues in real-time, thus potentially preventing future problems from occurring.

24x7x365 live person support. No dealing with an automated voicemail with hopes someone will call you back.

A customer-focused, talented, experienced Ecolane transit staff to support you and your team.

State of Ohio Dept. of Transportation Jack Marchbanks, Ph. D.

Director, Department of Transportation 1980 West Broad Street Columbus, OH 43223

(614) 466-3209 contracts.purchasing@dot.ohio.gov

Ecolane is excited for the opportunity to partner with you and be a part of ODOT's transit success.

Ecolane EVOLUTION is the premier Web-based Routing, Scheduling and Dispatch Software on the market today and the only software provider that provides automatic real time optimization on the day of service without manual intervention required. In addition, if the need arises, you do have the ability to manually intervene as well- the best of both worlds.

Ecolane understands that ODOT is seeking a turnkey (beginning-to-end) solution to implement and provide a fully functional, expandable, and reliable Scheduling & Dispatching Software solution for transit agencies in Ohio. Ecolane Evolution will expand the functionality of HTL’s current ITS scheduling application which includes fixed route and demand response operations within the overall ITS architecture.

Ecolane has made 300+ successful conversions from agency legacy software to Ecolane over the past 20 years and has increased operational efficiencies such as Rides per hour and On-Time Performance. These efficiency savings have provided many agencies with a full return on their investment within the first 1 – 2 years of using Evolution.

Ecolane is fully integrated with our sister company Passio to address and handle all Fixed Route requirements for participating Ohio transit agencies.

Some of the features that Ecolane EVOLUTION provides are:

RFP #003-24

SCHEDULING & DISPATCHING

SOFTWARE FOR TRANSIT

AGENCIES IN OHIO

Continuous optimizations of runs to ensure efficient use of drivers and vehicles.

User-friendly interface and customer-facing website and a TRUE rider Mobile app. Riders can take control of their scheduling and relieve the call center from additional calls to schedule, cancel, or locate their ride.

Matt Taylor ,VP of Operations

Misty Mansfield, Project Manager

John Walters, Technical Training Manager

Aaron Franek, Lead Technical Trainer

Frank Lemmo, Implementation Liaison

Ecolane’s Off site support team will also be on hand to assist with the implementation and on-going support participating Ohio transit agencies will need over the contract.

By partnering with Ecolane, transportation providers can become leaders in Demand Response and Paratransit Operations as well as Microtransit operations and manage on-demand transport through the app and leverage an AI dashboard for transportation and urban development.

Ecolane’s proposal will be valid for 120 calendar days after the proposal due date of July 6th, 2023.

Ecolane has selected the following team members to implement and support this project.

Matthew.Taylor@ecolane.com Will oversee the entire project team.

Misty.Mandfield@ecolane.com Will manage the project and implementation schedule and ensure client sign-off at each phase of project.

John.Walters@ecolane.com Will assist in training and oversee the training team onsite and offsite.

Aaron.Franek@ecolane.com Will be the main trainer for this project. Will train agency staff according to role.

Frank.Lemmo@ecolane.com Will assist with implementation tasks and will report to the project manager

If you need any additional information as you consider your options, please contact:

Primary Contract Negotiation Contact:

spiro.gjorgjievski@ecolane.com | 484-753-9085 Spiro Gjorgjievski, President

Secondary Contract Negotiation Contact:

Keith.Robbins@ecolane.com | 901-238-6483 Keith Robbins, VP of Sales

We are excited to share our passion for improving scheduling & dispatching software with ODOT and look forward to the opportunity to work as your partner and achieve success together.

Sincerely, Spiro Gjorgjievski, President Ecolane USA, Inc.

940 West Valley Rd., Suite 1400, Wayne PA 19087

05 A. Management and Organization Support 06 Key Personnel

14 Organizational Chart

15 B. Product Specifications and Experience 16 Product Specifications Matrix

26 Reports Requirements Matrix

28 Ecolane EVOLUTION

56 Passio GO with GTFS-RT

66 Ecolane EVOLUTION Value Add Modules

102 Key Benefits

107 GIS Mapping Overview

117 Company Overview & Experience

130 Ecolane's Partnership with Passio

132 References

138 Project Implementation and Training Plan

153 Ecolane Continuous Improvement and Quality Assurance

156 Information Security

160 Maintenance and Support

164 C. DBE Participation Plan

TABLE OF CONTENTS

SECTION A

MANAGEMENT AND

ORGANIZATION

SUPPORT

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Ecolane Technical Proposal - Pg 5

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Ecolane Technical Proposal - Pg 6

Matt Taylor, VP of Operations will be available as needed for this project. He will ensure that agency staff receives the proper support necessary for this project.

Matt graduated from the West Chester University of Pennsylvania and then took his skills, education, and talent to rabbittransit, where he was part of the Ecolane EVOLUTION implementation process in Northumberland County.

During his time at rabbittransit, Matt served as a DOT certified paratransit driver, reservationist, scheduler, and dispatcher while using the Ecolane EVOLUTION software. Scheduling and dispatcher duties included efficiently and effectively managing runs for the current and next day of business. Matt also provided MDT training for drivers in Northumberland County.

Matt has worked his way through the ranks with the Ecolane Technical trainers to become VP. Matt has experience with 100+ projects for Ecolane.

His extensive project experience and ability to problem solve, make trainees realize how easy the software truly is to operate. He also helped to develop Ecolane’s signature risk assessment software, enabling transparency and flexibility between Ecolane and our clients. He has 9 years’ experience in the transit industry.

EXPERIENCE

Ecolane USA, Inc. VP of Operations Feb 2018 – Present

Act as a primary point of contact with all new clients as they step through the Ecolane implementation process Coordinate with the Director of Strategic Accounts to identify the appropriate skills and personalities for staff assigned to upcoming projects Direct and coordinate the implementation tasks and staffing assignments for new implementation projects Develop, implement, and maintain the training program for all new hires in the Technical Trainer, Lead Trainer, and Training Manager positions Recommend changes to the implementation process to management that will increase efficiency and increase client learning retention Manage all implementation projects for new installations and ensure all tasks are completed, and client communication is maintained at the highest levels Ensure all projects are maintaining clear and effective communications with all stakeholders, both internal and external, Responsible for ensuring the budget of all implementation projects are met.

Ensure that all internal training is performed on time and budget

MATT TAYLOR

VP OF OPERATIONS

Ecolane Technical Proposal - Pg 7

Ensure that all new employees are trained on time and ready for solo work in established time frames Responsible for ensuring all Technical Training staff is current on all new and existing software functionality Responsible for ensuring that all employees are using best practices and Ecolane training guides throughout the implementation process.

Fill in as necessary in Implementation roles to meet or exceed customer expectations and ensure project deliverables are met.

Ecolane USA, Inc. Technical Trainer Manager Dec 2012 – Jan 2018

Responsible for personnel and resources within the Technical Training team, and therein the complementation of each implementation Responsible for the implementation of agency projects from PM handoff through Go-Live and post Go-Live support including data integrity, accuracy, and placement Work on Ecolane EVOLUTION, Fixed Route, and Brokerage projects Take the lead role in out of state projects making sure all key technical, personnel and operational aspects are up to the standards of client Conduct risk assessments and follow-up processes for all out of state projects Perform Training both on site and remotely as well as helping customers understand how Ecolane software can best fit their needs

Ecolane USA, Inc. Senior Technical Trainer Dec 2012 – Nov 2016

Responsible for the implementation of agency projects from PM handoff through Go-Live and post Go-Live support including data integrity, accuracy, and placement Work on Ecolane EVOLUTION, Fixed Route, and Brokerage projects Take the lead role in out of state projects making sure all key technical, personnel and operational aspects are up to the standards of clients Conduct risk assessments and follow-up processes for all out of state projects Perform Training both on site and remotely as well as helping customers understand how Ecolane software can best fit their needs

Rabbit Transit Driver, Dispatcher, Scheduler, Trainer, Reservationist Mar 2012 – Dec 2012

DOT certified Paratransit Driver Provided MDT training for all drivers Efficiently and effectively manage runs for current days Booked and scheduled paratransit rides as assigned

EDUCATION

BA in Political Science from West Chester University, 2008

Ecolane Technical Proposal - Pg 8

Prepare complex reports for transportation agency, county board members and insurance companies, ensuring full compliance with agency requirements and tight deadlines.

Author professional correspondence to customers and employees.

Design and deliver series of classes for employees on proper communication skills and computer training.

Have good communication skills, written and oral. Ensuring successful communications with the clients and employees.

Skill in use of centralized dispatching equipment, including computer terminals, vehicle location equipment, mobility management, non-emergency medical, analytics and business consulting, demand response and paratransit.

Knowledge of the current regulations/policies regarding transportation of elderly and physically challenged clients, and transportation guidelines regarding clients provided services under contract.

Knowledge of current federal, state, and local laws and regulations pertaining to the operation of passenger vehicles.

Ability to perform all aspects of trip service delivery, including trip reservation, scheduling, dispatching, reporting, and billing.

Case management and assessment.

MISTY MANSFIELD

PROJECT MANAGER

PROFESSIONAL EXPERIENCE

MANAGERIAL SKILLS

Customer Service/Problem Solving

Manage twenty schedulers/dispatchers/receptionist.

Manage hundred fifty drivers Employee schedule, Timecards, Monthly Invoices, WFA

Provide impeccable customer service:

Implement strategic marketing plan for business:

Teach very informative in-service demonstrations, classes on Routematch software.

Presentations resulted in standing-room-only crowds of 20+.

Tablet training for drivers.

DETAIL MASTERY & ORGANIZATION

Software, computer, and database server maintenance.

Purchasing all equipment for the agency.

Finances: accounts payable/receivable, invoicing, insurance billing, budgeting.

Compliance with transportation facility, insurance requirements.

Create and continually maintain the agencies website.

Managing all cell phone, internet, and land line services. Reconcile the monthly bills for each service.

Manage all aspects of day-to-day operations as Information Technology:

Ecolane Technical Proposal - Pg 9

EXPERIENCE

Ecolane USA, Inc. Technical Trainer Sept 2018 - Present

MTM Logistics Technology Specialist Sept 2016 - Sept 2018

MTM Interim General Manager Sept 2017 - Sept 2018

RouteMatch Software Co. Subject Matter Expert May 2016 - Sept 2016

RouteMatch Software Co. Tier II Team Coordinator July 2015 - May 2016

RouteMatch Software Co. Senior Tier II Nov 2014 - July 2015

Northwest Tennessee Human Resource Agency

IT Specialist Jan 2011 - Nov 2014

EDUCATION

MBA in Information Technology from Bethel University (McKenzie, TN), 2015 BS in Business Administration from Bethel University (McKenzie, TN), 2013 Certified Microsoft SQL (Nashville, TN), 2011 Certified Crystal Reports XL Basic Class (Nashville, TN), 2009 Certified Crystal Reports XL advanced Class (Nashville, TN), 2009 Regional High (Dresden, TN), 1997

Ecolane Technical Proposal - Pg 10

John comes to Ecolane with an advanced knowledge of a wide variety of software packages in a multitude of industries. His 10+ years in management has given him the tools to work and lead implementations both large and small.

JOHN WALTERS

TECHNICAL TRAINING MANAGER

Ecolane USA, Inc. Technical Trainer Manager Jan 2016 - Present

Started with Ecolane as Technical Trainer, Moved to Lead Trainer within 12 months, held current title for last 30 months Work on Ecolane EVOLUTION, Fixed Route, and Brokerage projects Take the lead role in out of state projects making sure all key technical, personnel and operational aspects are up to the standards of MCTA Conduct follow-up processes for all out of state projects and some in-state projects Perform Training both on site and remotely as well as helping customers understand how Ecolane software can best fit their needs Trains newly hired Trainers within Ecolane to be able to work on implementations solo.

Wayne Co. Transportation Authority Transportation Manager II, DER Nov 2014 - Jan 2016

Certified Designated Employer Representative with US DOT.

Dispatch/Scheduling/CSR Duties using Ecolane EVOLUTION.

Driver Trainer, Technical Solutions Provider for MDT.

Handled Customer Feedback and Complaints Maintained Fleet Maintenance records.

Driver of NEMT as needed to backfill shortages.

Lighting Science Group Corporation Senior Buyer Jan 2012 - Jun 2013

Determine, Coordinate, Cost Analyze, Direct Material Purchases for Corp HQ Oversaw 30+ Commodities for both Electrical/Mechanical components of manufactured products Sole MRO Buyer for ALL company departments Met or Exceeded Cost Reduction and Cost Avoidance Goals Throughout Term of Employment NOTABLES: ISO Council Member, MRB Council Member

Megatech International Corporate Controller Jun 2007 - May 2010

Revisited and corrected previous 4 fiscal years over 5 individual LLCs within first 90 days in position Revamped, reorganized, and restructured entire finance department, with direct reports of 6 staff.

Prepared all Financial statements for all LLC’s concurrently.

Maintained all LLCS using two individual software packages.

Payroll and Benefits admin for over 40 employees.

Ecolane Technical Proposal - Pg 11

Currently serving as the Lead Technical Trainer at Ecolane where his primary duties are to Implement, configure and Train the Software at Agencies across the U.S. and beyond. Further, John is charged with assessing an agency's needs prior to System Spin-up, Configuring System settings to best accommodate the goals set by customers. He also assists in coordinating the Training team in scheduling for onsite and Virtual Trainings, Go-Live and Follow-up visit type scenarios.

AARON FRANEK

LEAD TECHNICAL TRAINER

Ecolane USA, Inc. Lead Technical Trainer Jan 2017 - Present

Lead Trainer for Ecolane’s implementation team Assists on and off site with training and implementation of new clients Trains new employees on Ecolane EVOLUTION Leads demonstrations of Ecolane EVOLUTION Software to new and perspective clients in the bidding phase of a project Travels to client sites for implementation and ongoing clients training needs

Mercer County Community Transit

Dispatcher/Scheduler Feb 2009 - Jan 2017

Dispatched and Scheduled transit runs and rides Handled drivers alerts when needed Communicated with riders when issues arose Communicated with passengers when riders were late or disrupted Composed reporting for metrics and efficacy

EXPERIENCE

EDUCATION

Youngstown State University, Dec. 2008

Ecolane Technical Proposal - Pg 12

For over 20 years, Michael has worked in the transit industry managing new projects and clients. His specialty is client communications and training, leading project delivery, and ensuring customer success. Specific areas of expertise: project and process management, customer implementations and success, consulting, business development, and technologies for intelligent transportation & parking for municipalities, airports, universities, and private facilities & commercial fleets. Michael leads the Passio team in project implementations and will work closely with Ecolane's project team.

MICHAEL CIVITELLI

DIRECTOR OF IMPLEMENTATIONS

Passio Technologies Director of Implementations Sept 2022 - Present

Passio Technologies Senior Project Manager Aug 2021 - Sept 2022

Passio Technologies Project Manager / Customer Success Nov 2020 - Aug 2021

Bridgeway Business Services LLC

Principal June 2020 - July 2021

Park Assist Regional Accounting Manager Sept 2018 - April 2020

International Parking & Mobility Institute (IPMI)

Technology Committee Member Jan 2016 - Dec 2019

EDUCATION

B.A. from the State University of New York Executive Leadership Program at Seattle University Member of the Project Management Institute

Ecolane Technical Proposal - Pg 13

Ecolane Technical Proposal - Pg 14

SECTION B

PRODUCT

SPECIFICATIONS

& EXPERIENCE

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Ecolane Technical Proposal - Pg 15

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Ecolane Technical Proposal - Pg 16

Product Specifications

Ecolane/

Passio

Complies

(Y/N)

Comments

Software must be capable of dispatcher rerouting of bus (e.g., detour, other unforeseen circumstances).

Yes

Dispatchers can manually change the route for the bus and the MDT AVL software will reroute the bus as well due to detours, traffic or any other route obstacles.

In all its scheduling and dispatching processes, Ecolane Evolution uses street-level routing, which automatically considers road types, speed limits, turn restrictions, one-way streets, and barriers (such as rivers). Defining these boundaries using vendor-specific mapping tools is not necessary.

Speed factoring considers the hour, day of the week, and the vehicle that the trip is assigned to, and the driver's skill level. The result is a more accurate manifest.

Software must allow grouping of passengers by location (e.g., dialysis center, nursing home).

Yes

Grouping trips together effectively is important for any agency, and Ecolane EVOLUTION’s advanced scheduling algorithm builds many of these trip groups automatically.

However, cases arise where an agency has a particular group of people with specific needs that go beyond the standard scheduling rules of a transportation agency. For these cases, Ecolane EVOLUTION provides powerful tools for users to create specialized group trips and define unique service rules to meet the group’s needs.

When users create trip groups manually, they can specify the pick-up and drop-off order of the trips in the group. If needed, they can define a group as private, which means that no additional trips can be scheduled to the vehicle while the group is in the vehicle. If necessary, a trip group can also have a group monitor: a person assigned to ride with the group.

All this allows agencies to create consistent scheduling templates for those clients who require special exceptions to the standard service rules.

Software shall be capable of integrating service data with mapping/GIS applications.

Yes

Ecolane Evolution’s mapping has full geocoding capabilities. Map updates are part of the maintenance agreement and are updated in regular intervals to meet agency requirements. Ecolane’s GIS and

Mapping includes the following features:

• Distance Computation

• Saving, printing and Reloading maps

• Spatial Searches

• Import and export map layers

• Define fare zones

• Defines barriers and recognizes them when routing a vehicle

• Edit base maps when needed and can display speed limits and one-way directions.

• Save and Reload Maps

• Search on address location

• Vehicle location

• Point of interest location

• Print maps when needed

• Zoom and Pan on the map when needed and complies with agency specifications

• View distance computation

• Displays feet and mile units of measurement for computing distance.

• Calculates the distance and time between drop offs and pickups.

In all its scheduling and dispatching processes, Ecolane Evolution uses street-level routing, which automatically considers road types, speed limits, turn restrictions, one-way streets, and barriers (such as rivers). Defining these boundaries using vendor-specific mapping tools is not necessary.

Speed factoring considers the hour, day of the week, and the vehicle that the trip is assigned to, and the driver's skill level. The result is a more accurate manifest.

Routing experience:

Ecolane Technical Proposal - Pg 17

The application must be capable of capturing client data (name, accommodation status, demographics, etc.).

Yes

In Ecolane EVOLUTION, information on clients (the passengers registered to use the agency’s services) is easy to enter and intuitive to manage. Reservation agents can edit and view a client’s profile, funding eligibility, and location details, as well as the client’s complete travel history, grouped into current, past, and future trips. Client self-registration is also available with the Self-Service mobile application.

When a rider is registering for the first time Ecolane EVOLUTION has fields that are fixed and custom to meet the requirements agencies, such as:

• Name (First, Middle (Optional), and Last)

• DOB with interactive calendar (will calculate riders age)

• Caregiver information

• Case Worker information

• The ability to attach documents associated with the rider in DOC, JPG, PDF, and WAV formats

• Gender

• Funding sources (Agencies can add multiple funding sources based on trip needs for individual riders.)

• Medicaid number

• Contact number/additional/backup phone numbers

• Email address

• Preferred Language

• Emergency Contact

• Autogenerated rider identification number, can also be entered manually

• Ability to enter multiple addresses and Points of Interest. Ecolane does recognize ½ addresses.

• Selection of a mobility aid from a predefined list of available options and determining if a lift vehicle is needed

• Disability status

• Need for a service animal

• Notes/Special instructions field

The application must be capable of capturing

Medicare, Medicaid, and other 3rd party payee information.

Yes

Agencies can add multiple funding sources based on trip needs for individual riders.

The application must be capable of identifying and capturing trip denials, refusals, and turndowns based on FTA definitions.

Yes

Ecolane captures trip denials, refusals and turn downs.

The system must be able to crosswalk and integrate with other solutions via APIs. Yes Ecolane complies with this requirement. Ecolane will need more information on the other systems to clarify our response.

The application shall provide a web interface capable of executing all dispatching/management functions.

Yes

Ecolane Evolution is a 100% web-based solution that can be accessed on any device with a web browser and log on credentials.

Business experience:

Ecolane Technical Proposal - Pg 18

The application must meet all cybersecurity standards and requirements as outlined by the US Department of Homeland Security.

Yes

Ecolane takes specific steps to ensure that all security measures are in place to protect the

Ecolane solution. All communications in and out of the data centers use Secure Socket Layer

(SSL) 2048-bit encryption and are Health Insurance Portability and Accountability Act

(HIPAA) compliant.

• A HIPAA compliance document is available upon request.

• Access to all areas of the Ecolane solution requires user authentication (username and password)

• Each user is granted specific rights and permissions, which can restrict the user’s access to specified user interfaces, features, and functionalities.

• Firewall rules can be defined to restrict access based on network addresses.

• Access to the Ecolane servers is firewalled and restricted with highly secure user authentication.

• The Ecolane data center is Statement on Standards for Attestation Engagements (SSAE) 18

Type 2 Service Organization Control (SOC) 2 compliant

The software must store all data in the

United States in compliance with state/federal requirements.

Yes

Ecolane uses Amazon Web Services (AWS) enterprise-class data centers across the US that provide mission-critical networking, hosting, and communication services. The data center network and services operation are monitored 24 hours a day, 365 days a year. AWS has datacenters across the country. Ecolane hosts our servers in the North Virginia Region which has approximately 100 data centers. We spread our servers out across four of the availability regions to add redundancy to our infrastructure and provide stability to our customers.

The data for the software must be retained and owned by the transit agency. Yes All data within the agency server is owned by the agency.

The application must provide a solution for the in-vehicle tablets to be capable of being locked to prevent distractions.

Yes

To ensure the safety of all on the bus, the driver cannot adjust the MDT screen unless the driver is stopped.

Software must be capable of providing real-time direction routing within the app.

Yes

Real-Time Optimization, overcomes the impact of changes on the day of service. These might include changes in traffic flows, variations in passenger behavior (such as loading and unloading time or late boarding), same-day cancellations and no-shows, vehicle breakdowns, or even drivers calling in sick. Real-time optimization also enables transit agencies to provide same-day trips with unparalleled ease and productivity.

Real-time optimization is performed on a trip-by-trip basis and as close as possible to the actual delivery time of each trip. This process is made possible by Ecolane EVOLUTION’s unique strategy of using ‘virtual routes’ during the earlier scheduling phases. When a trip’s delivery time approaches, real-time optimization moves it from a virtual route to a real one.

This ensures optimal scheduling for each trip and makes the best use of gaps left by cancellations and no-shows.

If real-time optimization is not able to find a scheduling solution for a trip, the optimization process is repeated until a route and vehicle are found. This happens in advance, before the trip is late, and the system continues to look for solutions even after the dispatcher has been alerted.

Once a trip is added the Driver's MDT will update within 10 seconds of the change.

Security requirements:

Driver experience:

Ecolane Technical Proposal - Pg 19

Software must be able to provide ADA integration for vehicle features (annunciator, driver/passenger communication, etc.)

Yes

This specification is supported by the optional Automated Voice Announcements (AVA) solution provided by our partner, Passio Technologies. Passio's ADA-compliant AVA system includes 5 English speaking voices and provides over 130 languages. Announcements are entered and edited in Passio AVA by simply typing the text directly in Passio Navigator by selecting the route+stop combination (text-to-speech). Announcements can be triggered at multiple preset locations including, upon entering geofence, upon existing geofence, upon door opening (interior/exterior speakers), or upon any specified area along the route. The

Passio AVA system also supports .mp3/.wav file uploads and direct voice recordings within

Passio Navigator. Operators can play preset special announcements from the Passio MDT

(required) and repeat a stop location for ADA compliance. The Passio AVA solution also allows drivers to override announcements. Each announcement can repeat in up to 3 different languages.

Software must offer options for dispatcher-driver communication.

Yes

Ecolane EVOLUTION supports messaging between dispatchers and drivers. Dispatchers can send messages to a single driver or to a group of drivers at one time. They can also view received messages directly on the alerts page of the user interface. Drivers receive messages directly on the MDT screen. Dispatchers and drivers can send both free-form messages and configurable pre-written messages from a list, such as 10-4, yes, no, Good Job, Call Dispatch when safe, etc.

Software must be capable of pre-trip inspections that are customizable by vehicle type/agency.

Yes

Inspect by Ecolane Pre-trip and post-trip inspections

• Agencies can handle their pre-trip and post-trip vehicle inspections with Ecolane Evolution and the MDT. Each agency can build their own set of vehicle inspection forms to use for the fleet.

• Drivers fill in inspection forms in the MDT before starting on a route and after finishing a route. A failed inspection at the start of a route generates an alert in the system, and depending on the agency, may also prevent driving the route in the MDT.

• Information on the completed inspections is available in the Ecolane Evolution and can also be exported to CSV format if needed.

Ecolane Technical Proposal - Pg 20

Software must offer the option of mobile app to be available if a transit system selects it.

Yes

Mobility by Ecolane App: give passengers the freedom to book/track/pay for their rides

Riders can view and manage trips in real-time using an ad-free mobile application or a web browser from a PC or smartphone. The Mobile app is available on iOS and Android and is a free download in the Google Play or Apple stores. The mobile app is available in English and

Spanish. Riders can book and cancel their trips for themselves and their companion riders, and they monitor their current estimated pickup time and the vehicle assigned to their trip with both modules.

• Streamline Scheduling Operations – gives passengers the freedom to make reservations, even outside of regular business hours, reducing incoming calls on reservationists during the day

• No manual scheduling of trips required by Dispatchers

• Built in Push Notification feature-Agencies can send clients up-to-date information on the status of their booked trips. As an example, clients can receive a push notification when the vehicle is on the way with an updated ETA and vehicle location displayed on a map. Mobility can be used as a substitute or enhancement for the SMS notification Module.

• Decreased Trip Losses – Automatic notifications remind riders of scheduled and upcoming trips

• Customized Offerings – Branding options matching agency colors, logos, and style

• Self-Registration (Mobile app only) – Agencies can give riders the freedom to self-register via the mobile app for transit. This does not include self-certification. This feature can be turned on as needed.

• Fares can be paid via credit card securely through the mobile app (Mobile app only) (3rd party charges will apply). This feature can be turned on as needed.

• 3rd Party certified WAGC 2.1 AA VPATs for iOS and Android

Passenger interfaces must be ADA compliant including screen readers and TTY/TDD Yes

Ecolane complies with this requirement.

Software must offer a web interface for passengers to manage trips.

Yes

Self-Service Website Portal

3rd Party certified WAGC 2.1 AA VPAT for Self-Service Web Portal

A rider’s access to Self-Service is enabled in the client’s profile. The transit staff manages the access required for authentication of the usernames and passwords, and all transmitted data is encrypted. The agency can limit a rider’s access within the self-service features; for example, some riders might only be allowed to view trips.

With our Self-Service features, riders can book and cancel their trips via a website, and they monitor their current estimated pickup time and the vehicle assigned to their trip. This reduces the rate of where’s my ride’ inquiries to the call center.

All data communication between the Ecolane EVOLUTION server and the Self-Service mobile application or website is secure and encrypted and available in English and Spanish.

The reservation process within Ecolane EVOLUTION is intuitive and easy to use. Auto-complete functionality is one of the many shortcuts we utilize to make lookup and data entry that much quicker.

Passenger experience:

Ecolane Technical Proposal - Pg 21

Software must be capable of trip scheduling directly by a dispatcher.

Yes

Dispatchers can do the following:

• Edit Stop Order: Dispatchers can edit the order of stops for routes (after they have moved from virtual to real status). If the change violates service quality rules, the dispatcher is notified and must confirm the action before proceeding.

• Reassign Trips: Dispatchers can reassign a trip to another run and vehicle. If the change violates scheduled route times, the dispatcher is notified and must confirm the action before proceeding

• Switch the Vehicles Assigned to Runs: Dispatchers can reassign a run to another vehicle.

They can view each vehicle’s current location and the location of scheduled stops on a map.

• Lock Trips: Dispatchers can lock trips in place to prevent the automated optimization processes from making any changes, as that might in some situations cause problems for drivers. This is useful, for example, for covering time periods when transportation service is provided but no dispatchers are present.

• Trim Daily Start Times: Dispatchers can synchronize the day’s run availability with the pull-out time, so that the pull-out time is adjusted based on the first assigned trip.

• Management can use this to trim daily run start times, enabling supervisors to tell drivers exactly what time to arrive for their work shift, which reduces non-revenue hours and expenses.

• Handle Will-Call Trips: Dispatchers can handle will-calls trips as clients call in to confirm they are ready to be picked up. The system automatically schedules and dispatches the trip, but the dispatcher can take manual action if it is necessary for the trip to be dispatched and delivered on time.

• Create Trips for riders when needed.

Software must be capable of communicating real-time tracking to the rider if a system requests a mobile app. Yes

Ecolane's Mobile App has Built in Push Notification feature- The Agency can send clients up-to-date information on the status of their booked trips. As an example, clients can receive a push notification when the vehicle is on the way with an updated ETA and vehicle location displayed on a map. Mobility can be used as a substitute or enhancement for the SMS notification Module.

Software must be able to provide automated

IVR (Interactive voice response) calls to customers if a trip is late/cancelled if the system chooses this option.

Yes

INTERACTIVE by Ecolane

Telephony integration (IVR)

Ecolane EVOLUTION provides a selection of telephony integration features:

• Ecolane EVOLUTION interfaces to Private Branch Exchange (PBX) phone systems, supporting identification based on caller ID. Ecolane EVOLUTION can identify the caller by their phone number and automatically look up and display the client’s data to the reservation agent.

• This will speed up the reservation process and enable reservation agents to provide a more personalized service to their clients. Depending on the transit agency’s processes, the interface can be configured to open a specific view in the UI, such as a new order form or the client’s travel history.

• Through a strategic technical partnership, Interactive Voice Response (IVR) calls can be made to clients to notify them about their trip status and times can be configurable to

MET’s needs. Ecolane EVOLUTION can make reminder calls to clients the night before a trip and provide them with the option to cancel their trip if necessary. Imminent arrival reminder calls can be made on the day of service to inform clients about estimated pick-up times

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Software must be capable of scheduling same-day trips.

Yes

Ecolane EVOLUTION’s continuous optimization consists of the following phases:

1. Initial Optimization is carried out the instant a trip is booked. The scheduling engine evaluates the trip’s requirements against provider and run availability and the other scheduled trips in the system and attempts to slot the trip into a suitable schedule. The reservation agent can then see the scheduling result on the trip confirmation page (or choose from multiple scheduling options, if available).

2. In the Batch Optimization phase, the scheduling engine already has more information available. It can consider all the other trips that have been booked and scheduled since the initial trip, and, if needed, it can move the trip to another schedule or even to another provider to find the best route.

Batch optimization can also be configured to repeat at intervals, as needed.

After batch optimization, scheduling has, in principle, found the best possible solution that the algorithms can deliver.

3. The final phase, Real-Time Optimization, overcomes the impact of changes on the day of service.

These might include changes in traffic flows, variations in passenger behavior (such as loading and unloading time or late boarding), same-day cancellations and no-shows, vehicle breakdowns, or even drivers calling in sick. Real-time optimization also enables transit agencies to provide same-day trips with unparalleled ease and productivity.

Real-time optimization is performed on a trip-by-trip basis and as close as possible to the actual delivery time of each trip. This process is made possible by Ecolane EVOLUTION’s unique strategy of using ‘virtual routes’ during the earlier scheduling phases. When a trip’s delivery time approaches, real-time optimization moves it from a virtual route to a real one. This ensures optimal scheduling for each trip and makes the best use of gaps left by cancellations and no-shows.

If real-time optimization is not able to find a scheduling solution for a trip, the optimization process is repeated until a route and vehicle are found. This happens in advance, before the trip is late, and the system continues to look for solutions even after the dispatcher has been alerted.

Software must be capable of auto-scheduling. Yes Ecolane complies with this requirement. Please see previous answer for Ecolane's

Optimization process.

Software must be capable of storing/searching trip history.

Yes

Event log and change audit history

Ecolane EVOLUTION maintains extensive event logs and provides an audit trail for user-initiated changes. These include:

• Client profile change history/audit trail - Ecolane EVOLUTION keeps a detailed change log of every alteration made to a client profile. Authorized users can see when a change was made, which user initiated the change, what the previous value of a field was, and what value it was changed to.

• Trip change history/audit trail - Ecolane EVOLUTION logs all changes made to a trip as events in the database. All user-initiated events log the username associated with the change. The change history can be viewed when viewing the trip.

• Dispatching and scheduling history/audit trail - As with trips, Ecolane EVOLUTION logs detailed events on every schedule of trips. The change history tracks everything that the system does during the scheduling process, as well as user-initiated actions on the schedule.

Software must be capable of real-time additions/changes to scheduled trips. Yes Ecolane complies with this requirement using Ecolane's Same Day Continuous Trio

Optimization processes.

Software must provide vehicle tracking capabilities to dispatcher.

Yes

Ecolane Evolution's MDT/AVL solution uses GPS to track vehicle activity, provide real-time vehicle location information to dispatchers, and increase scheduling efficiency. For example, a trip can be automatically scheduled and dispatched to the closest vehicle without viewing the vehicle on the map.

Dispatcher experience:

Scheduling experience:

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Software must be capable of separating financial and fare collection by category, service type, billing codes, and other categories as configured by the transit agency.

Yes

Ecolane complies with this requirement. Ecolane's reporting functionality is capable of separating financial and fare collection by category, service type, billing codes, and other categories as configured by the transit agency

Software must be capable of providing one-click reports that generate data required by

ODOT and/or FTA.

Yes

Like the Ecolane EVOLUTION system itself, its reporting functionality is completely web-based and can be accessed from any internet-enabled workstation, without the need for third-party software. Users can choose from a comprehensive selection of predefined reports as well as create their own custom, ad hoc reports that can be used for further analysis. Reports can also be scheduled to run automatically at configured intervals.

All reports can be exported to several popular file formats including Microsoft Excel, Microsoft Word, Adobe PDF, and CSV. Transit agencies are also provided with the capability to export an entire database and archive onto external sources using an Open Database

Connectivity (ODBC) connection

Software must integrate with transfer system/fare payments from NEORide/other fare payment solutions.

Yes

Our partner, Passio Technologies, has fixed route farebox integration experience with

Genfare, LECIP, and Flowbird. We also have digital pass integration experience with MJM

EzRideFare, Token, Umo by Cubic, Genfare Mobile, and Flowbird. Passio operates on an open integrator model that allows us to seamlessly connect with other strong transit suppliers such as Optibus, Token, Cubic, MJM, REI, TranSign, Luminator, TwinVision, Hanover, Clever Devices, Message Point Media, Vestige View, Fleetio, Faster Asset, Twilio, Hella, Iris, and Zonar. They are adding to this list consistently by integrating, partnering, or building when the solution identified best meets our customer's needs.

Software must provide real-time tracking for customers on fixed routes.

Yes

This specification is supported by the proposed Passio GO (CAD/AVL) solution provided by our partner, Passio Technologies. Passio GO is a public facing application providing real-time bus locations on an embedded Google Map interface. The interface also displays stops, streets, neighborhoods, areas of interest, routes, arrival predictions, system route schedules, and current passenger load on each bus. Passio GO is free to use on a smartphone app (Apple & Android), web browser (PC, tablet, mobile phone), and smart TV.

They also provide Passio GO Kiosk Mode™ using LiveDisplay.TV™ and is included for all

Passio GO customers at no additional charge. Passio GO GPS data is collected every one (1) second on the vehicle and GPS refresh rates are pushed every 3-10 seconds for dispatch and public consumption depending on individual vehicle speed. Passio provides a GPS accuracy of up to 2-5 meters in optimal environmental conditions. Passenger load, movement, change in heading/direction and speed is reported in real-time on any Passio GO screen.

Their bus motion display algorithm shows your buses 'driving' their routes. Users can also view any bus, schedule, or stop and its associated/upcoming ETAs. The rider can easily access information on their bus location, direction, ETA, current passenger load, and even % full capacity. Riders can plan trips, get walking directions, set arrival times, and view system alerts. Passengers can also designate routes as favorites or store favorite stops to receive alerts/notifications when the bus is 'x' minutes away from any favorite stop. The Passio GO system has two levels of communication within the application, Alerts and Announcements.

Alerts are designed for immediate notification and highlighted viewing, whereas

Announcements are displayed for general passenger information.

Financial experience:

Reporting experience:

Fixed Route-specific experience:

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Software must utilize GTFS-based route mapping for use for federal reporting/integration with 3rd party mapping applications.

Yes

This specification is supported by the proposed Passio GO (CAD/AVL) solution provided by our partner, Passio Technologies. GTFS static file imports and exports are directly supported.

Passio also provides GTFS-realtime (GTFS-RT) feeds for application developers. Passio exposes GTFS-RT data using the standard three separate feeds called Service Alerts, Trip

Updates and Vehicle Positions. Your new Passio ITS framework will become your active GTFS static and GTFS-RT provider. Passio directly follows the Google Best Practices and Guidelines for GTFS. Once the system is live, Passio instantly provides all GTFS-RT feeds for Trip

Updates, Service Alerts, and Vehicle Positions. Passio uses the Shared Mobility Data

Validator for all GTFS files/feeds ensuring proper form before publishing. Passio directly follows the Google Best Practices and Guidelines for GTFS. Once the fixed route system is live, Passio instantly provides all GTFS-RT feeds for Trip Updates, Service Alerts, and Vehicle

Positions. Passio uses the Shared Mobility Data Validator for all GTFS files/feeds ensuring proper form before publishing.

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Ecolane

Complies

(Y/N)

Comments (out of the box pre-defined or can be accomplished with Ad-Hoc Reporting Functionality)

Average response time: non-disabled and disabled

Yes

The data is captured in Ecolane Evolution but its not currently a canned report. This is available through a CSV trip export.

Monthly trip denials: non-disabled and disabled Yes Out of the box

Average time on the wait list: non-disabled and disabled

No

Ecolane does not have a 'wait list' functionliaty.

Trips that are not able to schedule at time of booking can be booked and recorded as an overbooking and would be scheduled into No

Run. Time in No Run could be recorded but would need to be developed.

On-time performance: non-disabled and disabled Yes Out of the box

Average ride time/requested trip length: non-disabled and disabled

Yes Out of the box

Vehicle Revenue Miles Yes Out of the box

Vehicle Revenue Hours Yes Out of the box

Unlinked Passenger Trips Yes Out of the box

Vehicles Operated in Annual Maximum Service Yes Out of the box

E&D Trips Yes Out of the box

Agency Name Yes Out of the box

Doing Business As (if applicable) Yes Out of the box

Vehicle Project FAN code

Yes

The data is captured in Ecolane Evolution but its not currently a canned report. This is available through a CSV trip export.

Vehicle VIN Yes Out of the box

Vehicle Year Yes Out of the box

Vehicle In-Service Date

No

These can be captured in Ecolane but are not reported

Vehicle Type

Yes

The data is captured in Ecolane Evolution but its not currently a canned report. This is available through a CSV trip export.

Odometer reading at beginning of report period Yes Out of the box

Odometer reading at end of report period Yes Out of the box

Miles traveled during report period Yes Out of the box

Revenue hours during report period Yes Out of the box

Unlinked trips: general public Yes Out of the box

Unlinked trips: E&D ½ fare Yes Out of the box

Unlinked trips: Other ½ Fare Yes Out of the box

Unlinked trips: All Contracts Yes Out of the box

Unlinked trips Yes Out of the box

Current vehicle condition rating

No

These can be captured in Ecolane but are not in a canned report or adhoc export.

Unlinked trips (agency wide, not specific to a vehicle) Yes Out of the box

For each vehicle

Ohio Required Reports

ODOT – Non accessible vehicle reports (6 months: January – June; July – December)

ODOT – Statistics (calendar year)

ODOT – Semi-annual vehicle reports (6 months: January – June; July – December)

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Ecolane’s solution will provide Participating Ohio Agencies with a superior technological solution that works to increase productivity, maximize efficiency, and improve the rider’s experience. Ecolane EVOLUTION is scalable and can be ramped up or down easily to suit the needs of Participating Ohio Agencies.

As you will see in our Implementation description Ecolane follows a strict implementation plan that is agreed upon by both the Participating Ohio Agency and

Ecolane. There are several quality checks and checkpoints built into the implementation plan at every step. Transitioning from legacy software to Ecolane will be done by downloading and scrubbing all data from the legacy software into spreadsheets that can be easily uploaded to EVOLUTION. All data required by

Participating Ohio Agencies will be converted from their legacy software to

EVOLUTION and will be quality checked and approved by the agency and Ecolane prior to upload. Ecolane will work with Participating Ohio Agencies should there be any data that is required to be converted…