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HomeMy WebLinkAboutResolution No. 6692 (Aegis Transporation re CRIS Project)·- RESOLUTION NO. 6692 RESOLUTION AUTHORIZING THE SIGNING OF AN AGREEMENT (WjAEGIS TRANSPORTATION SYSTEMS, INC., re "CRIS" PROJECT) THE CITY COUNCIL OF THE CITY OF SAN RAFAEL HEREBY RESOLVES as follows: The Mayor and City Clerk are authorized to execute, on behalf of the City of San Rafael, an agreement with AEGIS Transportation Systems, Inc., a copy of which is attached hereto, marked Exhibit "A", and incorporated herein by this reference. I, JEANNE M. LEONCINI, City Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the Council of said City held on the 5th day of December, 1983, by the following vote, to wit: AYES: CQUNCILEMBERS:Breiner, Nave, Russom & Mayor Mulryan NOES: COUNCILEMBERS:None ABSENT: COUNCIELMBERS:Frugoli A,. JE M. LEONCINI, City Clerk 0 ', V".r;-I .T : :'.! . J ---'l 1 ' • i. 1 1 j I ..L-.. \_ --'-"_ ...&-- CITY OF SAN RAFAEL MARIN COUNTY, CALIFORNIA CONSULTING SERVICES CONTRACT EXHIBIT A THIS CONTRACT, made and entered into as of the 15th day of October, 1983, by and between the CITY OF SAN RAFAEL (hereinafter referred to as "City"), and AEGIS TRANSPORTATION INFORMATION SYSTEMS, INC. (hereinafter referred to as "Contractor"). WIT N E SSE T H: WHEREAS, City has received a grant for this project from UMTA; and WHEREAS, City desires to engage a firm to provide consulting services (hereinafter "Project") pursuant to the UMTA grant requirements; and WHEREAS, City issued its Request for Proposal (hereinafter "RFP"), and Contractor submi tted i ts P~oposal in response thereto; and WHEREAS, Contractor's Proposal dated 17 January 1983 and addendum (hereinafter "Proposal") was selected as most responsive; and WHEREAS, Contractor is able and prepared to provide such services as City does hereinafter require, and those terms and conditions set forth; now, therefore, IN CONSIDERATION of those mutual promises and the terms and conditions set forth hereinafter, the parties agree as follows: 1. Term The term of this Contract shall be from 15 December 1983 to and including 14 December 1984, unless sooner terminated under the provisions hereof. 2. Contractor's General Responsibility Contractor agrees to assume full responsibility for the successful, timely, and cost-effective completion of all tasks for consulting services set forth in this Contract. Contractor accepts the relationship of trust and confidence established between it and City by this Contract and covenants with City to furnish its best professional skill and judgment in furthering the interests of the Project. Contractor warrants that it will exercise in its performance of services the standard of care normally exercised by internationally recognized organizations engaged in performing comparable services, agrees to furnish efficient business administration and superin- tendence, and to use its professional efforts at all times in an expeditious and economical manner consistent with the best interests of City to ensure the successful and timely completion of all phases of the Project. I ., . 3. 'Contract uvcuments The terms, conditions, covenants and provisions of City's RFP and Contractor's Proposal are hereby incorporated by reference and shall become a part of this Contract as if fully set forth herein. Any conflict or discrepancy between any document herein incorporated by reference shall be resolved in accordance with the order of precedence hereinafter enumerated: First: Second: Third: This Contract and mutually agreed upon modifi- ca tions. City's RFP. Contractor's Proposal (Including addendum of 7/5/83). The Contract documents as above decscribed constitute the entire agreement between the parties with respect to the subject written hereof and supersedes all prior negotiations, representations or agreements. 4. Project Manager Contractor's Project Manager is Robert W. Behnke. In the event that Contractor's deSignated Project Manager is changed, Con- tractor shall give City written notification of such" redesignation. The City must approve any redesignation of Project Manager. In the event that City receives any communication from Contractor of whatsoever nature which is not executed by Contractor's designated Project Manager, City may request clarification by Contractor's Project Manager, which shall be promptly furnished. 5. Project Officer City's Project Officer is George Gerth, Traffic Engineer. City shall give Contractor prompt written notice of any redesigna- tion of its Project Officer. 6. Project Information City shall provide full information regarding its require- ments for the Project. Contractor agrees to share all Project information, to fully cooperate with all corporations, firms, contractors, governmental entit~es and persons involved in or associated with the Project. No news or press releases related to the Project, whether made to representatives of newspapers, magazines, or television and radio stations, shall be made without the author- ization of the Project Officer. 7. Personnel Changes Barring any unknown external factor beyond Contractor's control, no substitution in Project personnel shall be made without the written consent of City. - 2 - 8. Periodic P ',v rts a~e~. 19S I • A. Contractor shall work with and provide appropriate information to City in the preparation of periodic progress reports as requested by City. These reports shall document Contractor's past Project activities, problems encountered in performance of this Contract, potential for delay or cost overrun and other information pertinent to the Project. The periodic progress and costing reports shall outline future Project activities and recommend any changes in Project direction or activity that may benefit the Project. B. City may request and Contractor shall attend periodic Project meetings to review Project activity. 9. Services The scope of Contractor's services and time of performance under this Contract are set forth in Exhibit "A". All provisions and covenants contained in Exhibit "A" are hereby incorporated by reference and shall become a part of this Contract as if fully set forth herein. 10. Contractor Identification Contractor shall furnish to City social security number or employer identification number as designated by the Jnternal Revenue Service. 11. Compensation The City agrees to pay the Consultant the fixed sum of One Hundred Twenty-Five Thousand Eight Hundred and Fifty Dollars ($125,850), hereinafter called the "LUMP SUM FEE," for the services as required under this contract. Contractor may bill City periodically, but not more often than every 30 days, for completed service. City shall pay the Con- tractor for completed services within 30 days after City receives Contractor's invoice. The method of computing progress payments shall be based upon percentages for each work product delivered as described in the attached project payment schedule. The Schedule is merely for the convenience of the City and. the Consultant and the progress payments thus computed mayor may not necessarily reflect or in- dicate the fair market value of the work rendered or to be rendered. Upon final acceptance of the Consultant's work by the City, the final payment shall include any unpaid sum attributable to the remaining work. However, in no event shall the sum of all payments to the Consultant be more than the LUMP SUM FEE. Nothing herein is intended to affect any rights reserved by the City in this Contract to deduct, reduce, offset or retain at the time of final payment against the LUMP SUM FEE or any portion thereof. Payments by City shall not preceed receipt of grant funds from UMTA. - 3 - 12. Contracto_ is Independent Contractor A. Contractor shall be an independent contractor for all purposes and shall be entitled to no compensation other than the compensation provided for under Paragraph 11 of this Contract. B. Contractor acknowledges responsibility for liability arising out of the performance of this Contract and shall hold City harmless from and indemnify City for any and all liability, settle- ments, loss, costs and expenses in connection with any action, suit or claim resulting or allegedly resulting from Contractor's negligent acts, omissions, activities, or services provided pursuant to this Contract. C. Contractor will maintain a policy of liability insurance, with a single combined limit of one million dollars, the insurer to be reasonably acceptable to City, with City named as an additional insured, and with the insurer obligated to send Notice of Cancella- tion to City. 13. Termination A. Termination for Convenience -City may terminate this Contract, in whole or in part, at any time by written notice to the Contractor. Contractor shall be paid its costs, including Contract, said costs approved by City/UMTA, and profit on work" performed up to the time of termination. Contractor shall promptly submit its termiantion claim to be paid. If Contractor has any property in its possession belonging to City, Contractor will account for the same, and dispose of it in the manner City directs. B. Termination for Default -If Contractor fails to perform in the manner called for in the Contract, or if Contractor fails to comply with any other provisions of the Contract, City may terminate this Contract for default. Termination shall be effected by serving a notice of termination on Contractor setting forth the manner in which Contractor is in default. Contractor will only be paid the Contract price for services performed in accordance with the manner of performance set forth in the Contract. If it is later determined by City that Contractor had an excusable reason for not performing, such as a strike, fire or flood, events which are not the fault of, or are beyond the control of the Contractor, City, after s~tting up a new performance schedule, may allow Contractor to continue work, or treat the termination as a termination for convenience. C. This Contract may be terminated at any time by written consent of both parties. 14. Worker's Compensation Coverage Contractor certifies that Contractor has qualified for State of California Worker's Compensation for all Contractor's employees. - 4 - 15. Subletting 0r Assigninb of Contracts Contractor agrees that it shall not assign, sell, transfer or sublet its rights or delegate its responsibilities under this Contract in whole or in part without written consent of City. 16. Equal Employment Opportunity During the performance of this Contract, the Contractor agrees as follows: (a) The Contractor will not discriminate against any employee or applicant for employment because of race, creed, color, or national origin. The Contractor will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, religion, color, sec, or national origin. Such action shall include, but not be limited to the following: Employment, upgrading, demotion, or transfer; recruitment advertising; layoff or termination; rates of payor other forms of compensation; and selection for training, including apprenticeship. The Contractor agrees to post in con- spicuous places, available to employees and applicants for employ- ment, notices to be provided setting forth the provisions of this nondiscrimination clause. (b) The Contractor will, in all solicitations or adver- tisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, religion, color, sex, or national origin. (c) The Contractor will send to each labor union or representative of workers with which he has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Contractor's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. (d) The Contractor will comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. (e) The Contractor will" furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation to ascertain compliance with such rules, regula- tions, and orders. (f) In the event of the Contractor's compliance with the nondiscrimination clauses of this Contract or with any of the said rules, regulations or orders, this Contract may be cancelled, terminated, or suspended in whole or in part and the Contractor may be declared ineligible for further grantee contracts or Federally assisted construction contracts in accordance with procedures authorized in Executive Order 11246 of September 24, 1965, or by rule, regulation, or order, of the Secretary of Labor, or as other- wise provided by law. - 5 - (g) The Contractor will include the portion of the sentence immediately preceding Paragraph (a) and the provisions of Paragraphs (a) through (g) in every subcontract or purchase order unless exempted by rules, regulations or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcon- tract or purchase orders as the administering agency may direct as a means of enforcing such provisions, including sanctions for noncom- pliance: Provided, however, that in the event a Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the Contractor may request the United States to enter into such litigation to protect the interests of the United States. 17. Maintenance and Inspection of Records A. Required Records Comprehensive records and documentation relating to this Project shall be kept by Contractor. B. The Contractor shall keep and maintain, from the time of execution of the Contract until three (3) years after receipt of final payment under the Contract, reasonable and reliable detailed records of costs incurred in performing the Contract, in the format required by UMTA. C. Audit and Inspection of Records The Contractor shall permit the authorized representa- tives of the City, the U.S. Department of Transportation and the Comptroller General of the United States to inspect and audit all data and records of the Contractor relating to his performance under the Contract until the expiration of three (3) years after final payment under this Contract. The Contractor further agrees to include in all his subcontracts hereunder a provision to the effect that the subcon- tractor agrees that the City, the Department of Transportation and the Comptroller General of the United States or any of their duly authorized representatives shall, until the expiration of three (3) years after final payment under ~he subcontract, have access to and the right to examine any directly pertinent books, documents, papers, and records of such subcontractor, involving transactions related to the subcontractor. The term "subcontract" as used in this clause excludes (1) purchase orders not exceeding $10,000 and (2) subcontracts or purchase orders for publich utility services at rates established for uniform applicability to the general public. The periods of access and examination described above, for records which relate to (1) litigation of the settlement of claims arising out of the performance of this Contract, of (2) costs and expenses of this Contract as to which exception has been taken by the Comptroller General or any of his duly authorized repre- sentatives, shall continue until such litigation, claims, or exceptions have been disposed of. - 6 - 18. Ownership of Documents All work performed by Contractor under this Contract shall be the property of the City. City retains ownership of any and all data, documents, plans, specifications, working papers, and any other material produced by Contractor in connection with this Contract. 19. Law of California The Contract shall be governed by laws of the State of California. The contract provisions required by the State of California to be included in public contracts are hereby incorpor- ated by reference and shall become a part of this Contract as if fully set forth herein. 20. Prohibited Interests No member, officer or employee of the City, or of a local public body, during his/her tenure or for one (1) year thereafter, shall have any interest direct or indirect, in this Contract or the proceeds thereof. 21. Interest of Members of Congress No member of or delegate to the Congress of the United States shall be admitted to any share or part of this Contract or to any benefit arising therefrom. 22. Covenant Against Contingent Fees The Contractor warrants that no person or selling agency has been employed or retained to solicit or secure this Contract upon an agreement or understanding for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide established commercial or seling agencies maintained by the Contractor for the purpose of securing business. For breach or violation of this warranty, City shall have the right to annul this Contract without liability or at its discretion, to deduct from the Contract price or consideration, or otherwise recover, the full amount of such commission, percentage, brokerage or contingent fee. 23. Minority Business Enterprises In performing this Contract, Contractor shall cooperate with City in meeting City's commitments and goals for maximizing minority business enterprise participation in Contract work and shall use best efforts to ensure that minority business enterprises have the maximum practicable opportunity to compete for any subcon- tract work under this Contract. 24. Excusable Delays (a) Except with respect to defaults of subcontractors, the Contractor shall not be considered in default by reason of any failure to perform in accordance with the Contract if such failures -7 - .• arises out of cause~ beyond the control and wi thout the faul t or negligence of the Contractor. Such causes may include, but are not restricted to, acts of God or of the public enemy, acts of the Government in either their sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, freight embar- goes, and unusually severe weather, but in every case the failure to perform must be beyond the control and without the fault or negli- gence of the Contractor. If the failure to perform is caused by the default of a subcontractor, and if such default arises out of causes beyond the control of both the Contractor and the subcontractor, and without the fault or negligence of either of them, the Contractor shall not be in default by reason of any failure to perform, unless the supplies or services to be furnished by the subcontractor were reasonably obtainable from other sources on similar terms and in sufficient time to permit the Contractor to meet the Contract requirements. (As used herein, the terms "subcontractor" and "subcontractors" mean subcontractor(s) at any tier.) (b) Should the Contractor fail to perform because of cause(s) as described in this Paragraph, the City shall make a mutually acceptable revision in the Project schedule. 25. Local Representative Contractor shall become lawfully authorized-and qualified to transact business within the State of California and, at City's request, supply evidence of such authorization and qualification. 26. Modification Any modification of the provisions of this Contract shall be reduced to writing and signed by the parties. 27. Integration This Contract contains the entire agreement between the parties and supersedes all prior written or oral discussions or agreements. AEGIS TRANSPORTATION INFORMATION SYSTEMS, INC. By-+-&t4~....,--,-u.._&_L_4_~_ (s igna ture) THE CITY OF SAN RAFAEL 4 ... aU [' C40=r= (signature) Name ~~~~-=--~~~7=~~-----LAWRENCE E. MULRYAN, Mayor Ti tIe PI2.€.S ItJ .. AJI ATTEST: k.~ ~ LEONCINI, CIty CIerI, ~.s. 71t.1JwSA;JLfJt'1l ~ r,..,~ /fflflfrl s..,~~ Contractor's Federal I.D. Number or Social Security Number 18.1 Bj1 - 8 - TO FORM ttorney Product Working Paper 111 Working Paper 112 Working Paper #3 Working Paper 114 Working Paper 115 \.lorking Paper 116 Document III Document (12 Document (/3 Document fl4 Document /;5 Document fl6 Document il7 1 Title CRIS PROJECT PAYMENT SCHEDULE Existing CRIS and Ride-Share Systems Existing and Future Travel Patterns Potential Travel Demands on AUTO-RIDE Communications Demand System Alternatives Initial Recommendation for General System Configuration CRIS System Design Estimate of Cost and Time to Develop CRIS in San Rafael Description o-f CRIS Quantification of CRIS Impact on Congestion, Energy, and Air Pollution Non Transportation Services Compatible with CRIS System Public Awareness Program Analysis of Funding Potential for CRIS Final Report Task % Complet ion I-A 5 I-C 10 I-D 10 II-E 2.5 II-H 5 III-A 10 III-C 5 IV-F 5 V-A 5 IV-F 10 III-C 5 IV-E 7.5 IV-D 5 VI-B 15 TOTAL 100 % PROPOSAL TO THE CITY OF SAN RAFAEL FOR COMPUTERIZED RIDER INFORMATION SYSTEM (CRIS) Prepared by AEGIS TRANSPORTATION INFORMATION SYSTEMS, INC. 380 Channing Way, #266 San Rafael, California 94903 January 17, 1983 , . . . TABLE OF CONTENTS Page 1. Background Infonnation .............................. 1 2. Relevant Project Experience ...................... '" 6 3. Scope-of-Work. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 4. Assistance from City of San Rafael ........... '" .... 16 5. Cost Estimates -by Task ............................ 17 6. Minority Business Enterprise ................... , .... 22 APPENDICES A. Videotex -Background Information B. Description of the AUTO-RIDE System C. AUTO-RIDE -Patent Abstract .. , 1. BACKGROUND INFORMATION -AEGIS TRANSPORTATION INFORMATION SYSTEMS, INC. (a) Date firm was founded -January 1983 (b) Location of firm's offices - (1) 1188 Bishop Street, Suite 806 Honolulu, Hawaii 96813 (808) 536-2341 (c) Principals of firm and their resumes - (2) 340 Channing Street, #266 San Rafael, California 94903 (415) 492-6231 (1) President -Robert I .... Behnke -Operations Analyst Mr. Behnke has 27 years experience in data processing and opera- tions research. He has managed analysts, programmers, engineers and scientists on a variety of projects for business, industry and government agencies. As President of Pacific Technical Ana- lysts, Inc. (PTAI) and General Manager of Control Data Corpora- tion's Pacific operations, he was responsible for over 200 tech- nical people in Hawaii and Asia. Mr. Behnke has been actively involved in research on transpor- tation systems for over a decade and has been studying Marin's transportation problems for the past two years. Mr. Behnke ori- ginated the AUTO-RIDE concept and obtained a patent on the sys- tem in November 1982. In 1981 he received an award from Johns Hopkins University and the National Science Foundation for AUTO- RIDE's "ability to enhance the quality of life for handicapped people". During the past three years, he has been evaluating videotex systems developed by Canadian, European, Japanese and U.S. organizations. Mr. Behnke has a BA in Chemistry and Physics from Hamilton Col- lege and over 40 hours of graduate work in mathematics, engin- eering and the management sciences. He has taught courses in data processing, business analysis and statistics at Chulalong- korn University, Chaminade College and the University of HawaiI. ~lr. Behnke was a trustee for Hawaii Pacific Collegc anJ a TIlcmtwl' of Abilities Unlimi ted of Hawaii. He is also a mcmber of Rotary, Int ernational. (2) Vice President -Jin Won Park -Systems Engineer Mr. Park has 22 years experience in developing computer software and hardware. While employed by Control Data Corporation, The Systems Corporation and the University of Hawaii, Mr Park worked on a variety of engineering and programming projects. One of these was the Aloha System, a project to develop a network of minicomputers for transmitting digital information between uni- versities located throughout the Pacific Basin. He assisted in 1 the design of the AUTO-RIDE system and is nOlo; designing a low-cost, high-performance microcomputer terminal. Mr. Park has a BSEE from Seoul University and a MS in Com- puter Science from RPI. He has completed all of his course work for a PhD in Information Processing at the East West Center -University of Hawaii. (3) Secretary & Treasurer -Linda S. Green -Systems Analyst Ms. Green has ten years experience in designing and imple- menting automated information processing systems. During the past year she has been developing an on-line transpor- tation-energy data base to support development of the AUTO- RIDE system. Ms. Green maj ored in Mathem·atics and Business Management at the University of Oregon. She has designed and taught a vari- ety of data processing and word processing courses in business and industry. (d) Personnel by Disciplines - (1) Pat Tyrell-Smith -Systems Analyst (Consultant) Mr. Tyrell-Smith has almost 24 years experience in designing and developing management information systems for America Fore Insurance, Lockheed Missiles and Space Company and Fireman's Fund Insurance Company. His work has involved a wide variety of computer systems, from the smallest personal computers to the largest on-line systems developed by IBM. He has been a featured speaker at a wide variety of professional and tech- nical seminars. Mr. Tyrell-Smith has been active in transportation and commu- nity activities in Marin County for the past eleven years. He is Chairman of the Citizen's AdVisory Committee for Dominican College, Director of the Terra Linda Rotary Club and a member of the Marvelous Marin Breakfast Club. In addition, he has al- so served as: * * * President, San Rafael Chamber of Commerce and Chairman of the Ad Hoc Committee on Transportation and Traffic. Member of the Highway 101 Study Committee and the San Rafael Downtown Parking Committee. Columnist for the San Rafael News Pointer. Mr. Tyrell-Smith has written numerous articles about the trans- portation-energy problems of both San Rafael and Marin County. During the past two years he has conducted independent research on videotex (electronic publishing, bank-at-home, remote educa- tion, electronic shopping, etc.) for use in Computerized Rider Information Systems (CRIS). He is also Chairman of the Board of Children'S Television and Literature Productions, Inc. 2 f'.lr. Tyre 11-Smi th has a BS degree from the Uni vers ity of San Francisco and has completed over 30 credit hours of manage- ment and technical courses at the University of California and in industry. He is a member of the Society for Manage- ment Information Systems (SMIS), Electronic Applications Research Forum (EARF) and the Association for Computing Ma- chinery CACM). (2) Robert L. Harrison -Transportation Planner (Consultant) Mr. Harrison has 17 years experience in transit and transpor- tation planning, specializing in plans and programs for local governments. From 1973 to 1976, he was Assistant General Mana- ger of the Marin County Transit District and Chief of Marin County Transportation Planning Program. In this capacity, he prepared budget and work programs, policy reports and supervi- sed a professional staff involved in system design and finan- cial analysis of the local transit development programs. Mr. Harrison directed the Santa Clara Valley Corridor Evalua- tion, coordinating with regional and local governmental agencies to establish policies on transportation, water supply and waste- water projects. As an independent transit and transportation consultant, he conducted the following projects: * North San Rafael Corridor Study Transportation Policy Analysis prepared for the City of San Rafael and the County of Marin. * The North San Rafael Corridor Study examines the de- velopment potential of the three largest undeveloped parcels of land just north of the city limits. The recommended policies incorporate the requirements of both public agencies as well as the owners of the pro- perties studied. Transportation policies recommended for the area range from new streets and freeway inter- change modifications to a program aimed at reducing peak hour trips that . will be generated from the devel- opment of the area. Also recommended is a finanCing program which will assure the transportation system can be implemented. Environmental Impact Report for the Transportation Ele- ment of the Marin Countywide Plan prepared for the f'.1arin County Planning Department. The EIR reports the impacts and required mitigation mea- sures for each pOlicy area of the Countywide Plan Trans- portation Element. In order to place these impacts into the Countywide perspective, a comprehensive transportation setting statement introduces the EIR. Countywide travel is evaluated for total travel, highway trips and public transit usage. Four transportation system alternatives and six land-use options are studied in order to describe the process used to select the recommended Countywide Transportation Plan . 3 * * * Transportation Element of Strawberry Community Plan prepared for the Marin County Planning Department. The Strawberry Plan recommends transportation poli- . • cies and programs scaled for a community of about 4,000 population. Improvements recommended include geometric design of street intersect ions as well as pedestrian and bicycle facility plans. A unique feature of the plan is a set of recommendations on how to control spee- ding and safety problems on local streets. Transportation Analysis of Ross Landing Office Building prepared for the Marin County Planning Department. The report documents the traffic impacts which would oc- cur if a 32,000 square foot office bUilding replaced a tennis club in Kentfield . Impacts on morning peak, af- ternoon peak and daily travel patterns are reported along with mitigation measures needed to offset these impacts. Analysis of Transportation Impacts Due to New Develop- ment at Hamilton AFB. The problem of access to Hamilton Air Force Base assuming three different development patterns is studied for a num- ber of transportation options. Specific recommendations on transit service expansion and for carpool and high oc-· cupancy vehicle (HOV) lane programs are included in the analysis. Mr. Harrison has a BS in Civil Engineering from Lehigh and an MBA in Transportation from the University of California, Berkeley (3) Clark E. Ludahl -Electronics Engineer (Consultant) Mr. Ludahl has seven years experience in the design and devel- opment of minicomputer and microcomputer systems. He built the first prototype terminal for the AUTO-RIDE system and is co-author. of a paper on the use of microcomputers to aid the handicapped. This paper is a finalist in a regional contest sponsored by the National Science Foundation. Mr. Ludahl also designed and built a camera scanner interface to link a high-speed electronic camera with a computer. Mr. Ludahl has a BSEE from Washington State University. He has had extensive training in DEC minicomputers, Z-80 microcomputers and peripheral equipment. (4) Richard Behnke -Economist (Consultant) Mr. Behnke has taught both undergraduate and graduate courses for the past ten years at the University of Hawaii and Chaminade Col- lege in Honolulu. These courses include Managerial Economics, Money and Banking, Finance, Investment Theory and Macro-Economics. 4 Name Robert He is a consultant for several research companies and parti- cipated in the development of the AUTO-RIDE system. Mr. Behnke was formerly employed by the U.s. Treasury Department and by the U.S. Navy as a data processing specialist. Mr. Behnke has a BA in Economics from Centre College and a MBA from the University of Hawaii. (5) Robert Hill -Systems Engineer (Consultant) Mr. Hill has ten years experience in the use of m1n1computers and microcomputers for eye research and personal identification systems. He was responsible for the design, construction and operation of an electrophysiology laboratory to do research on night blindness for the FDA. He also developed and patented a microcomputer device for automatically identifying individuals using eye scans with infrared light. The process is faster, less expensive and more reliable than fingerprinting. Mr. Hill majored in Electronics at the University of Washington. (6) Richard H. Marsh -Systems Eng1neer (Consultant) Dr. Marsh has fourteen years experience designing minicomputer and microcomputer systems for business and industry. He helped develop a variety of diagnostic tools and engine control systems for Ford Motor Company. His responsibilities included the de- sign of a microcomputer-controlled vehicle display device and a shared-resource communications link between the engine computer and the display. He is currently developing the communications and control software for a network of microcomputer terminals. Dr. Marsh has a BS from the University of Michigan and both a MS and a PhD from Wayne State University. Monthly and Daily Pay Rates Classification Monthly Rate Daily Rate Behnke Operations Analyst $ 9,720 $ 480 Jin Won Park Systems Engineer 6,480 320 Linda Green Systems Analyst 4,050 200 Pat Tyrell-Smith Systems Analyst 8,100 400 Robert Harrison Transportation Planner 8,100 400 Clark Ludahl Electronics Engineer 4,860 240 Richard Behnke Economist 6,480 320 Robert Hill Systems Engineer 8,100 400 Richard Marsh Systems Engineer 6,480 3;?O 5 (e) Name of project manager - Robert W. Behnke will serve as the proj ect manager of The San Rafael CRIS Project. 2. RELEVANT PROJECT EXPERIENCE AEGIS is a mini -microcomputer 'systems house'. It evaluates the re- quirements of clients in business, government and industry, and assem- bles complete systems to meet their needs. Most of the computer and communications equipment for these systems are purchased from major manufacturers. AEGIS designs and builds special components that are not available from outside sources. It also provides management con- sulting services and designs and develops software for a wide variety of small, medium and large computer systems. AEGIS has assembled a team of exceptionally qualified professionals to design an innovative Computerized Rider Information System (CRIS), for the City of San Rafael. Some of the accomplishments of these individu- als have already been described. Others that show the team's management and technical experience are listed below: • • The Local Transit Services Plan prepared for the Marin County Transit District (co-author), The Plan examines the local travel market in Marin County and recommends six categories of local transit to serve each of the major segments of the travel market identified as most probable to make use of public transit service. By carefully tailoring the design of the local transit service to best meet the needs of specific groups, the greatest possible share of all travelers are projected to use. the transit service. The market segmenta- tion approach is also useful as a device to allocate the avail- able funds to each portion of the proposed service. The six categories of service recommended include: Trunk Lines, Midday Shuttles, Commuter Express, College Express, Schoolday Supple- mental, and Special Services for the Elderly and Handicapped. To implement these services, a five-year financial and implementation program is included in the Plan. The program includes projections of available funds and capital and operating costs, as well as the increments of new service recommended to begin in each year of the program. System Installation Plan Prepared comprehensive management, technical and financial plans for installing a large-scale, on-line compllter system for :1 I"r~t' multi-national corporation. This included evaluation of Cln (vi- deo) terminals from a variety of manufacturers, estimating systems design and programming costs, and preparing five-year financial statements for the data processing operations. 6 <. • Design of a High-Security Videotex Terminal Although a wide variety of videotex terminals have been designed and developed by U.S. and foreign manufacturers, few possess the security features necessary for processing remote financial trans- actions or for demand-responsive transportation applications. AE- GIS received a three man-year contract in 1980 to analyze the capa- bilities and limitations of existing terminals and to provide spe- cifications for a high-security videotex terminal. Study of a New Concept in Ridesharing for the Island of Oahu Members of the proposed San Rafael CRIS project team recently con- ducted a study to determine how a demand-responsive ridesharing system could reduce traffic congestion in the Koolau, Leeward and Kalanianaole corridors connecting Honolulu with suburban com- munities. The study expanded the analysis conducted in 1976 by the Department of Transportation -State of Hawaii for the Legis- lature to find ways to limit the number of vehicles on Oahu. The study also analyzed the reasons for the lack of success of feder- ally-sponsored programs to stimulate conventional ridesharing ac- tivities in the City and County of Honolulu. • The Marin County Transportation Plan an update of the Marin Coun- tywide Plan Transportation Element prepared for the Marin County Planning Department. • • The Marin Plan recommends innovative transportation policies tied to the need to conserve energy and to support the County's local land-use plans. In order to assure transportation energy consump- tion is reduced, the Plan recommends the majority of all public transportation expenditures be restricted to energy efficient modes such as public transit, high-occupancy vehicle (HOV) lanes on free·· ways, preferential parking for HOV's and bicycle and pedestrian facilities . Management Information Systems/Center Design and development of Management Information Centers for U.S. Naval Facilities Engineering Command, U.S. Embassy in Bangkok and the Military Research and Development Center (MRDC) in Thailand. This included design and use of PERT/CPM computer programs to moni - tor and control a variety of one-of-a-kind projects. Technical Advisor to City of Richmond Paratransit Program The City of Richmond operates one of the most successful paratran- sit programs in the country and wished to assure its program re- mained both highly effective and fully funded. As an advisor to the City, a series of stategies were devised aimed at assuring the paratransit service would survive federal and state funding cut- backs and be fully coordinated with other programs in Contra Costa County. 7 • • Mathematical Modeling and Simulations Designed and developed computerized war games and flight plan- ning systems fo~ the U.S. Pacific Command. Provided a team of scientists and engineers to serve as a technical advisory group ·to CINCPAC and subordinate commands. Developed mathematical mo- dels and computer simulations of military operations for the DOD Advanced Research Projects Agency (ARPA), San Rafael Chamber of Commerce Committee on Transportation and Traffic Prior to becoming associated with the AUTO-RIDE project, Mr. Pat Tyrell-Smith formed and presided over the Ad Hoc Committee on Transportation and Traffic in San Rafael. This committee indepen- dently came to the conclusion that some type of jitney/ridesharing system would provide the most cost-effective solution to San Ra- fael's traffic and parking problems. The following statement on San Rafael's transportation-energy pro- blems was obtained from an October 10, 1980 report produced by the Chamber of Commerce Committee: Traffic San Rafael has an unusual topography that subdivides the City in a pattern sometimes likened to a four leaf clover. Man-made as well as natural barriers have formed these areas, and they pose serious im- pediments to attempts to provide effective transit service, since the ridges tend to run east-west and the highway heads north-south. The Terra Linda Valley Sub-Regional Traffic Impact Study Summary (1) notes that " ... no direct connection exists between the northern and southern portion of the City except U.S. Highway 101". It also mentions another piece of the problem: "Freeway traffic vol- umes have been growing at a steady pace due to growth pressures from the north, the Valley and the entire Bay Area". This increased use of roadways, complicated by the need to travel to the freeway in order to move with- in or to leave parts of the City, creates a level of traffic congestion much greater than a city of 45,000 residents might normally expect. Some relief from congestion could be expected if additional HOV lanes were added to Highway 101, but realistic estimates target this for the late 1980's. (1) "Terra Linda Valley Sub-Regional Traffic Study Summary", Wilbur Smith and Associates, May 1979. 8 ... ' '~ Parking Parking is a separate, but very closely allied prob- lem. New developers must provide adequate parking in an environment where land cost and land availa- bility often make the required numbe.r of parking stalls economically infeasible. Who else is effected by inadequate parking? Accor- ding to the Evaluation of Alternative Parking Faci- lities for Downtown San Rafael (2), conducted by D. Jackson Faustman and issued in August, 1979: "The vast majority of workers (employees) park very near their workplace." Yet these are the very parking spaces that merchants feel should be available for customers. The report goes on to say that " ... it is recommended that priority be given to providing additional customer parking because of the vital im- portance of customers to the economic well-being of the central business district". The intent of that statement can easily be expanded to include the en- tire city. It is problematical that a balance of parking between shoppers and employees can be achie- ved in an area with deficient parking. Energy The wasteful consumption of energy sources (in this case, gasoline), when vehicles are occupied only by a driver, has been thoroughly documented. (3) (4) It is obvious that if the number of vehicles and ve- hicle miles traveled can be reduced by increasing the number of occupants, then energy is conserved, air pollution is lessened, noise level is decreased and the demand for road systems and parking space diminishes ... Transportation The lack of an affordable, flexible means of trans- porting people within San Rafael has serious conse- quences. Senior citizens, the handicapped, students, and others who may not have the money or the physical (2) "Evaluation of Alternative Parking Facilities, San Rafael, California" D. Jackson Faustman, August 1979. (3) "Local Transit Services Plan" prepared for the Marin County Transit Dis- trict in September, 1979. (4) "San Rafael Downtown Transportation and Parking Study" issued by OKS Asso- ciates, August 1980. 9 capanility to utilIze currently available transit alternatives are forced to forego basic needs such as shopping, education, job opportunities, routine medical treatment, etc. Employees find San Rafael a less agreeable location to work because of the inconvenience and/or expense of moving around the city. Owners of businesses may be faced with the prospect of providing expensive enticements, such as subsidized housing, in order to retain good employees and to counteract the transit disadvantages. Shoppers find other places to spend their money, and tend to frequent other store or business locations. Similar statements of the transportation-energy problem may also be made about Sausalito, Mill Valley, Novato and other communi- ties in Marin County. The footnotes on the previous pages shows that the transportation problems of San Rafael and Marin County have been analyzed in detail in recent years. As a result of these studies and operational experience with several paratran- si t programs, the 1980-81 "Overall Economic Development Plan" suggested the following direction for Marin County: "Transportation must be addressed in innovative ways to ensure a system that will provide schedules an d routes that will attract use. In some cases, especi- ally as gasoline costs continue to increase, the only viable answers may be carpools and vanpools suppo rted by private industry or the employees themselves." In summary, the team proposed by AEGIS for this project has a strong back- ground in systems engineering, transit planning, finance, economics and the management sciences. It also possesses an excellent background in both San Rafael's and Marin County's transportation problems and go vern- ment operations. 3. SCOPE-OF-WORK- The following statement was made by Dr. MartIn Wohl, Professor of Transpor- tation System Planning at Carnegie-Mellon University and one of the authors of the RAND Corporation Report "The Urban Transportation Problem": "The goals of urban transportati on a r e so often viewed as reducing downtown traffic ongestion, improving suburban- to-downtown commuting, and 'getting people out of cars and into transit". We look too little at the ultimate purpose, which is fast, efficient transportation. The 10 .. most talked about 'means' for reaching our goals usually include the construction or extension of suburban rapid transit lines as well as subsidies for new and existing facilities, transit fare reduction (if not free transit), the banning of automobiles in the downtown area, parking fee surcharges, and congestion tolls for autos. This kind of rhetoric rarely gains us more than heavy capital commitments for new or extended transit lines, new but still conventional buses or rail cars, and heavier tran- sit deficits. Traffic congestion is not reduced; tran- sit service seems little better -at least for most urban dwellers -and the problems of pollution, noise and energy consumption remain unabated." Dr. Wohl has been a long-term advocate of changing taxi regulations to improve the availability, usage and financial viability of these para- transit vehi~les. By eliminating regulations against shared-ride taxi services, for example, cab owners could not only increase profits, they could also reduce fares and conserve fuel. This, in turn, would provide important benefits to those aged and handicapped riders who need door- to~door transportation services and guaranteed seating. Mass transit systems and carpools are making an important contribution to energy conservation. However, it is doubtful that this contribution will increase in the future. Although public transit systems received billions of dollars of federal and state aid between 1969 and 1979, the percentage of commuters who use rail and bus services decreased from 10 percent to 6 percent during this period. This is a 40 percent loss in transit's market share during a decade in which there were two gasoline crises and the cost of owning and operating an automobile increased dra- matically. During this same decade, despite an extensive campaign to encourage carpools, there was an overall increase in the use of single- occupant automobiles for commuter travel. To paraphrase newspaper col- umnist Lois Taylor: "Carpools are like broi led Ii ver -cheap, good for you and unpopular. To date, despite bumper sticker propaganda to the contrary, they don't work for most people." Some conservationists may question the preceding statements about the li- mited energy saving potential of both carpools and mass transit. It should be noted that these conclusions were developed by both Alvin AIm and Daniel Yergin in their studies of U.S. transportation-energy problems. It should also be noted that both of these studies were completed before President Reagan took office and announced plans to reduce federal spending on public transportation. In 1970, our national bill for imported oil was $3 billion. In 1978, it was $42 billion. In 1980, even though conservation efforts and the reces- sion significantly reduced the volume of oil imports, the price for these imports exceeded $80 billion. This is equivalent to every family of four sending $1,600 out of this country every year and it is a major reason for our country's inflation and balance-of-payments problems. 11 - The transportation sector uses approximately half of the oil used in the United States and the private automobile consumes over half of this amount. The American car alone consumes one-ninth of all the oil used .in the world every day. The improvement in the mileage efficiency of the automobile population will make an increasing contribution to the U.S. energy conservation program. To make a similar contribution in our transit systems, it will be necessary to broaden our concept ,of ridesharing to include non-commuter travel and vehicles operated for a profit. It will also be necessary to broaden our concept of public transit to include a variety of new, innovative transportation services. Because of our continued dependence on imported oil, our increasing trans· portation and environmental problems and the proposed federal cutbacks in operating subsidies for transit and carpooling oper~tions, a growing num- ber of transportation specialists are recommending that regulations also be changed to permit individuals to use their own personal vehicles to supply local transportation services on a quasi-business basis. Unlike carpools and vanpools, which must be operated on a not-for-profit basis, the proposed "paraprivate" transportation services would generate income for driver-owners. This approach could add enormous transportation capa- city at little or no additional cost to the public. Dr. Ray Mundy, Prof- essor of Marketing and Transportation at the University of Tennessee, and the person who coined the term "paraprivate" transportation, offers the following commentary: "Management of public transportation systems in the 1980s will be a major challenge for urban areas. Their opera- ting scenarios, financial support and general feasibility will be severely tested. The present heavy subsidies of transit is not expected to continue. JUst as much of the U.S. industry has had to specialize its product offerings in a competitive marketplace, so will transit systems. This will mean the expansion of paratransit activities and the inclusion of paraprivate transportation options . ... How these newer, specialized forms of public transpor- tation alternatives are integrated into existing tradi- tional operations will be the major managerial and offi- cial focus for much of this decade. Those areas that are successful in broadening their concept of public transpor- tation to include these innovations will breathe new life and vitality into their local transportation systems. Those who do not will continue to teeter from one finan- cial crisis to another. Clearly, public transportation officials at all levels need to ask themselves, "What are we trying to do?", and restructure to accomplish these goals. We can no longer continue to use nineteenth-century work rules and early twentieth-century technology as we stum- ble toward the twenty-first century." The microcomputer, a prime example of late twentieth century technology, provides some new tools to help public transportation officials integrate transit, paratransit, ridesharing and paraprivate resources into a more 12 ... cost-effective, more energy-efficient transportation system. AEGIS has designed an automated, door-to-door transportation system, called AUTO-RIDE, that utilizes low-cost videotex terminals to rapidly match would-be riders with would-be drivers on a trip-by-trip basis. AUTO- RIDE is a supplemental transportation service that attempts to combine the comfort and convenience of the taxi with the economy and energy conservation characteristics of the carpool. The advent of the micro- computer and videotex makes AUTO-RIDE a technically feasible concept today. Videotex is the name given to an easy-to-use, two-way consumer informa- tion delivery system. Users in homes, offices and shops can call infor- mation from a variety of remote sources and display it on an ordinary TV set using a low-cost, microcomputer keyboard. The information car- rier can be either a telephone line, TV cable or a radio link. Once in- stalled in a community, a videotex network connects businesses and homes creating a new two-way video communications medium in which users can make reservations, purchase goods, pay bills, receive training and ex- change electronic mail. Perhaps the most widely publicized application of this technology is the French government's program to install 270,000 videotex terminals in a suburb of Paris to replace printed telephone di- rectories and reduce the cost of directory assistance services. The AUTO-RIDE system employs low-cost, easy-to-use videotex terminals to instantly collect trip requests from riders and trip offers from drivers. Because of the speed and flexibility of the modern microcomputer, detailed trip information (e.g. origin, destination, departure time, seating) can usually be entered by pressing one or two buttons on the terminal keyboard. This information, after being checked for accuracy and completeness, is then automatically transmitted to a central computer. After careful se- curity checks are performed, the central computer matches drivers and ri- ders to instantly form, in effect, single-trip carpools. Confirming and coordinating messages are then transmitted back to the terminals for the drivers and riders. It is envisioned that the AUTO-RIDE system will use a mix of professional taxi drivers and parttime drivers to provide demand-responsive (i.e. on call) transportation services. Fares, comparable to those of existing public transit systems, will be billed monthly by the central computer. Since only a small portion of these fares will be needed to support the central computer system, most of the fares can be used to provide finan- cial incentives for AUTO-RIDE drivers and to subsidize operators of taxi cabs or specialized vehicles for the handicapped. Appendix A provides general background information on videotex and how thi~ technology can be used for a variety of consumer applications (e.g. elec- tronic mail, publishing, shopping, banking). Appendix B provides a des- cription of how this videotex technology can be used to provide low-cost, door-to-door transportation services for citizens of San Rafael. Appendix C contains an abstract of the patent issued for the AUTO-RIDE concept to Robert Behnke, the proposed project leader for the San Rafael CRIS study. 13 - During the past few years, UMTA's Services and Methods Demonstration (SMD) Programs has sponsored several trials of Computerized Rider In- formation Systems (CRIS). In almost all cases, bus stops were assigned a four digit bus stop number. A would-be rider could receive the sche- duled times of the next two buses on up to three bus routes that serve any stop via an ordinary telephone. The prospective rider merely dialed a eRIS prefix (e.g. 825 in Erie, Pennsylvania) followed by the four-di- git bus stop number and a computerized anwering machine provided the information. When Ronald Fisher, Director of UMTAjSMD was briefed on AUTO-RIDE by Robert Behnke, he recognized that videotex could provide more comprehen- sive transportation information than the telephone and became very int- erested in starting some type of demonstration project. In his memoran- dum to Arthur Teele, UMTA Administrator, Ron Fisher stated: "One of our high priority areas for investigation in the SMD Program is customer (rider) information ...... Fortunately, we are very involved in (eRrS) at present, but the most ex- citing potential advance is the "AUTO-RIDE" system recently proposed by Mr. Behnke for Marin County ...... With one 'tele- phone' call a person would be able to get information on tran- sit, paratransit and auto shared ride. It (AUTO-RIDE) could represent the space age type breakthrough that everyone has been talking about for transit since the early 60's." As part of the San Rafael CRIS project, AEGIS proposes to design a sub- system, including videotex screen layouts, to display bus, ferry and BART schedules and to provide information on how to use these transit services. AEGIS also plans to design a subsystem on how to call any demand-respon- sive paratransit service that is available to San Rafael's citizens, in- cluding taxis, Handi-wheels, Whistlestop Wheels and airline limosines. Paraprivate and shared-ride services will be provided by the AUTO-RIDE subsystem. The proposed videotex-based eRrS system for San Rafael fits in with UMTA's plans and programs for the future. Note the following quotations from the "Report on the Future Directions of the SMD Program": "Over the next few years, the SMD Program faces what may be its greatest challenge yet --to develop, test and disseminate information about innovative strategies and management techni- ques to reduce the operating deficits of public transportation in response to growing economic and political pressures. Many of the demonstrations currently being evaluated by the SMD Pro- gram already reflect an increased emphasis on transit producti- vity and efficiency. Future efforts, described briefly below, will be directed principally toward these goals." 14 4. INFORMATION A..!\JDjOR ASSISTANCE FRO~l SA,l.,J RAFAEL - (a) Transportation Data AEGIS has built a data base of books, reports and articles on the transportation-energy problem that will be used to support this proj ect. These information resources may not contain the most recent data or projections. AEGIS would like to have the assistance of the City to locate the best data sources available. (b) Project Status Meetings AEGIS will prepare monthly reports that will describe the re- sults achieved, problems encountered, and the plans for the next 30 days. AEGIS believes that monthly meetings should be scheduled with the City's Project Officer to review and discuss each report. More frequent meetings, particularly during the early stages of the project, would be welcomed. (c) Outside Meetings AEGIS plans to install a prototype version of the CRIS system in San Rafael to demonstrate both the concept and videotex tech- nology to businesses, government agencies and other organizations that will be involved with the proposed system. One purpose of these demonstration meetings will be to obtain data and to col- lect comments for the analysis. Another will be to inform transit (including taxi) operations, community and environme~tal groups, and the media about the concept since the ultimate success of the p~oject will depend on public acceptance. AEGIS would like to have the City review the presentation and the printed material pri- or to meetings with outside agencies. AEGIS would also like to coordinate all meetings with the City's Project Officer to mini- mize communication problems. AEGIS is particularly interested in meeting with telephone, cable TV and other communications companies to determine the potential impact of a large volume of new message traffic in San Rafael. It should also be noted that both Robert Behnke and Pat Tyrell-Smith are active in Rotary, International. Since Rotary and other service organizations contain business and government leaders, presentations at their meetings would be an inexpensive but effective way to dis- seminate information throughout the City and County about the new CRIS system. 16 . I • "In the area of conventional transit service innova- tions, demonstration activities will focus on improve- ments in transit service attributes such as reliability, transfer coordination, and passenger information sys- tems. The central theme of these projects will be to improve transit service and make it more attractive to choice riders at little or no increase in operating costs. The passenger information system demonstrations will also be exploring other uses for the passenger in- formation data, such as in transit operations management or service planning. A demonstration involving coordina- tion of public transit and school transportation services is also planned, with a primary objective being to in- crease overall transit efficiency by reducing or elimin- ating redundant services." "Paratransitdemonstrations will also reflect the theme of public transportation cost savings by exploring innova- tive applications of private providers to deliver trans- portation services in areas or to target groups that can- not be efficiently served with conventional fixed-route transit. Specific demonstrations include: (l)the use of shared-ride taxi services to supplement transit in low- density neighborhoods or during evenings and weekends, (2) an application of the citizen cooperative concept to neigh- borhood transportation services, and (3) strategies to fa- cilitate ridesharing, both at employment sites and in resi- dential neighborhoods. Also, the SMD Program will be evalu- ating the cost-effectiveness of check-point dial-a-ride as an alternative to fixed-route bus service in low-density areas." "For the near future, at least, the SMD Program will continue to explore alternative transportation services for elderly and handicapped people in order to aid local decisionmakers in de- veloping cost-effective, accessible public transportation for their areas. Another proposed demonstration will look at ac- cessible feeder service to accessible fixed-route bus as one means to increase transit use by handicapped people." "The ultimate goal of the SMD Program is to provide useful, ob- jective information in a timely fashion, which can be used by transportation decisionmakers to formulate more rational, effec- tive and equitable trasnportation policies. The findings sum- marized in this report and in other SMD publications are all directed toward that goal." San Rafael clearly has an opportunity to become a leader in innovative transportation and communications technology that can be transferred to other cities throughout the country in the future. IS S . COST ESTI~~TES AEGIS is prepared to undertake the design of a CRIS/Videotex system for the City of San Rafael on any of the following bases: (a) Fixed Price (b) Time and Materials (c) Cost Plus Fee (either fixed or incentive) AEGIS has conducted s1milar project s for business, industry and govern- ment agencies using each of the above approaches. Whenever possible, however, AEGIS prefers to work on a fixed-price basis. In that way, the client knows what its total cost will be in advance and AEGIS can maxi~ mize its profits if it employs highly productive personnel. The following tables describe AEGIS' cost estimate for the proposed pro- ject: PHASE I -ANALYSIS -90 days Task 1 -Requirements Analysis Task 2 -Systems Analysis Subtotal $ 26,780 22,830 $ 49,610 PHASE II -DESIGN AND IMPLEMENTATION PLAN -ISO days Task 3 -Systems Design Task 4 -Management Plan Subtotal PHASE III -RESULTS AND RECOMMENDATIONS -90 days Task 5 -Draft Final Report Task 6 -Final Report Subtotal TOTAL 1 7 $ 44,400 17,460 $ 61,860 $ 18,100 6,280 $ 24,380 $135,850 TASK: l. REQUIREMENTS ANALYSIS Hrly Name Classification Rate Hours Extension Robert Behnke Operations Analyst $60 194 $ 11,640 Jin Won Park Systems Engineer 40 16 640 Linda Green Systems Analyst 25 64 1,600 Pat Tyrell-Smith Systems Analyst 50 56 2,800 Robert Harrison Transportation Planner 50 202 10,100 Clark Ludahl Electronl.cs Engineer 30 Richard Behnke Economist 40 Robert Hill Systems Engineer 50 Richard Marsh Systems Engineer 40 Labor Subtotal $ 26,780 Direct Charges TOTAL $ 26,780 TASK: 2. SYSTEMS ANALYSIS Hrly Name Classification Rate Hours Extension R0bert Behnke Operations Analyst $60 138 $ 8,280 Jin Won Park Systems Engineer 40 40 1,600 Linda Green Systems Analyst 25 130 3,250 Pat Tyrell-Smith Systems Analyst SO 138 6,900 Robert Harrison Transportation Planner SO 24 1,200 Clark Ludahl Electronics Engineer 30 Richard Behnke Economist 40 Robert Hill Systems Engineer 50 Richard Marsh Systems Eng1neer 40 40 1,600 Labor Subtotal $ 2 2,830 Direct Charges TOTAL $ 22,830 18 ... Name Robert Behnke Jin Won Park Linda Green Pat Tyrell-Smith Robert Harrison Clark Ludahl Ricllard Behnke Robert Hill Richard Marsh TASK: 3 SYSTEMS DESIGN Classification Operations Analyst Systems Engineer Systems Analyst Systems Analyst Transportation Planner Electronics Engineer Economist Systems Engineer Systems Engineer Trip to Wasington DC to meet with Hrly Rate $60 40 25 50 SO 30 40 50 40 Hours 220 160 160 160 120 40 24 80 Labor Subtotal videotex suppliers and UMTA --------------------Direct Charges TOTAL TASK: 4. MANAGEMENT PLAN Hrly Name Classification Rate Hours Robert Behnke Operations Analyst $60 106 Jin Won Park Systems Engineer 40 Linda Green Systems Analyst 25 76 Pat Tyrell-Smith Systems Analyst 50 80 Robert Harrison Transportation Planner 50 40 Clark Ludahl Electronics Engineer 30 Richard Behnke '. Economist 40 40 Robert Hill Systems Engineer 50 Richard Marsh Systems Engineer 40 40 --- Labor Subtotal Direct Charges TOTAL 19 Extension $ 13,200 6,400 4,000 8,000 6,000 1,200 1,200 3,200 $ 43,200 1,200 $ 44,400 Extension $ 6,360 1,900 4,000 2,000 1,600 1,600 $ 17,460 $ 17,460 TASK: 5. DRAFT FINAL REPORT Hrly Name Classification Rate Hours Extension Robert Behnke Operations Analyst $60 120 $ 7,200 Jin Won Park Systems Engineer 40 40 1,600 Linda Green Systems Analyst 25 80 2,000 Pat Tyrell-Smith Systems Analyst SO 80 4,000 Robert Harrison Transportation Planner SO 60 3,000 Clark Ludahl Electronics Engineer 30 Richard Behnke Economist 40 Robert Hill Systems Engineer SO Richard Marsh Systems Engineer 40 Labor Subtotal $ 17,800 Printing and Binding Costs Direct Charges 300 TOTAL $ 18,100 TASK: 6. FINAL REPORT Hrly Name Classification Rate Hours Extension Robert Behnke Operations Analyst $60 30 $ 1,800 Jin Won Park Systems Engineer 40 Linda Green Systems Analyst 25 30 750 Pat Tyrell-Smith Systems Analyst SO 30 1,500 Robert Harrison Transportation Planner SO 30 1,500 Clark Ludahl Electronics Engineer 30 Richard Behnke Economist 40 Robert Hill Systems Engineer SO Richard Marsh Systems Engineer 40 Labor Subtotal $ 5,550 Printing and Binding Costs Direct Charges 730 TOTAL $ 6,280 :;0 '. '" In the event that the City of San Rafael woul d pre fer to use a Cost- Plus-Fee approach, the following are the estimates of labor, overhead and other costs.: 1. Salaries by Task Requirements Analysis $ 13,844 Systems Analysis 11,836 Systems Design 22,357 Management Plan 9,068 Draft Final Report 9,206 Final Report 2,907 Labor Subtotal $ 69,218 2. Payroll Taxes, Medical, etc. 15,798 Subtotal $ 85,016 3. Overhead 38,706 Subtotal $ 123,722 4. Profit/Fee 9,898 Subtotal $ 133,620 5, Other Direct Costs 2,230 TOTAL $ 135,850 If the City of San Rafael can provide AEGIS with office space, secre- tarial support, telephone answering services, and office equipment for the planned 12-month duration of this project, AEGIS can reduce its costs by approximately $12,000. AEGIS recommends that these monies be used to set up a variety of videotex demonstrations for the City Council, staff, transportation agencies and interested citizens, and to invite, as sub- contractors to AEGIS, experts in public transportation, energy and tele- matics to review the CRIS project. Integrating expert comments and sug- gestions into the final report will be extremely valuable if the City plans to seek UMTA or other funds to develop and test the proposed CRIS system. AEGIS has already conducted preliminary discussions with Dr. Daniel Yer- gin of Harvard Business School and author of "Energy Futures" and Mr. Kenneth C. Orski, President of the Center for Urban Mobility and former Deputy Administrator of UMTA. Both are extremely interested in the AUTO- RIDE concept and would be receptive to an invitation to review AEGIS' ana- lysis and design efforts. 21 6. MINORITY BUSINESS ENTERPRISE (MBE) AEGIS is a small business corporation. Most of its stock is owned by employees or their families . Although over 50% of the fUll-time management and technical staff are women or members of minority groups, AEGIS does not qualify as a MBE because its daily business operations are not controlled by one or more such individuals or women. AEGIS plans to use Marin-based subcontractors if awarded this contract. However, the best qualified consultants in information processing and transportation planning that AEGIS found for this project are not mem- bers of MBE firms. 22 pI APPENDIX A VIDEOTEX -BACKGROUND INFORMATION What is Oata Vision? DataVI~lon I~ an interactIVe Videotex system Videotex. also known as Viewdata. IS the new Internallonal standard for retrieving Information from com outer data bases . The Informallon IS stored In .. pages" In me Videotex system or retrieved from external data bases . DataVISlon IS designed to lacilitate storage and retrieval of Informallon 11 requires minimal computer expenence to Inout or access Iniormalion In Ihe system DataVlslon addS . 10 an e)Clstlng data processing enVIronment. the caoability 01 uSing low-cost and standardized terminals to Interact With different data bases In a user-onented way You need a TV set. .. The lermlnalS used tor commun 'callon w"n Ihe DataVISlon system are reallv somernlng SDeClal Or Irom another palnl 01 y'ew Iney are not SDeClal al all -Ine l ermlnalS are standard TV sets modi lied w,th a lOW-cost CirCUit OCard II tne TV set '5 a COlour sel vou can get text and Joaures ,n seven COlOurS USlna etant different cackgrouno COlours -- Several dlfferetnt types 01 ~eyooardS are avallaOle The Information user onlv needS a numeric keypad or a Simple alpnanumenc key- coard The InlOrmalion provloer. the person SToring ,nlormation In Ine oata baSe. uses a buffered kf!vooarO to select colours Oraw grapnlcs ana seno tne new pages to Ine Data- VISion computer The DataVISlon svstem can also Inlerface wltn regular CRT -lermlnalS ... and a telephone he oubJoc teleonone network IS used to connecl rne lermlnal rv sel to rne Datav,- system ThiS means mat YOU SlmOlv alai Ine comouter "0u nave computer ' Dower al ynUl olsoosal wnf!rpvP" tnere 's a tel"pnone ana a plua All yOu n~ '5 a lOW COsI moo em 10 conve'l Ihp ~,anaI5 10 Irom Ine lermlnal Access of information is within fingertip reach ... Every page '5 g.vef'l a numoel wnlcn YOU re- aues! Oy uSlna Ine small keYOOara To maKe Inls SlmOle. a system 01 menu cages'5 USeD These cages gIve you several alternatives 10 proceeo with and you SImPly IVoe Ihe numoer at vaur ChOIce You can also use wnat IS Known as a Key word searCh lechnlaue. whIch means Ihal yau Iype a keyword Irke . news weatner'" bank " or "llmetaOle" It tnere IS a page In the system lied 10 Ihal keyworo you WIll access thaI cage olrectly or II mere are more man one you WIll gel a menu page 10 selecl tram You can also use OataVlslon lor all types at .nteractIVe transactrons sucn as InaUlres . orClel - entry tiCket leservatlons and calCulationS ... building a database D,s an .ntormatlon plOVlcel yOu bUIld" cages at YOU! lermlnal You cnoose Ihe oackground COlour you wanl ana Ine COlour or your lext You can SPlol me screen .nto allterenl COlours You can alSO Change cOlours tor every cnarac- ler YOu can araw grapnlcs 10 maKe logOtypes. PIctures ana amer svmOOIS You can also maKe me lext blInk 01 enlarae Ine lexl Wnen Ine caae IS comOleleD yOU 51 mOly alai Ine Oalalll- Slon comOUler and Iransmll Ine oaae Connec lions (links I 10 orner paaes are created auro- mallcallv OUI you can alSO aehne youl own l.nkS 10 otner pages Applic ations Appllcallons for DataVI!llon are virtually unhm lled Here are a few exam pIli!! Banking There are many OOll'OUS apohcallons lor Data· VISion In Danklng DOln m lerms 01 lelall ana coroorate services APOllcallons are oank-at· nome oanK.ng.m-lne-oflrce and crancn .nfor· mallon SYSlemS for transaCllons SUCh as G AcCOunl InouI/les • Funes transfer • 8111 paymentS • Proouct! service manualS • FinanCial news services • Elec1ronlc mall • tnQUllles 1010 cuSIOrTlef Illes • Calculallons Education DalaVISlon .s well su.te<:! lor self-SIUOV tralnlno The stueent takes an .ntearal part Ih tne tran;· mg process at hiS I her o~ pace Instruction paoes can De mlXe<:! wllh multlple-CnOICe oues· lions gIVIng .mme<:llale 1ee<:lOaCk on resultS QUIZZes can De Dullt .nto me system w.,h aU IO · m:iIlC record keeDlng Of results If desl/e<:! News media The v.deotex techniQue .s spreading QUICkly .n the OUCIlSh.ng .nOustry DataV.s.on wUh news pages uooatea W.tnlh minutes IS a great com· plement 10 the lIaOlllonal Pllnl·on·paoer ' news me<:!la These areas are sUitable for OalaVI510n o News orrehngs • Wealfler 10recaSlS Soorts ,esullS and stallslICS • ·Vgu.des • MOv'e and tnealef difectOtles e Restaurant gu.des • L ocal events Cllf'hngs A CHICKEN IN EVERY POT AND A TERMINAL IN EVERY HOME A few years back, EMMS was among ' the first publications to pick up on plans of the French Postal Telephone and Telegraph Authority (PTT) to convert its telephone directory to an electronic database and have ultra-low cost terminals built to give away to every home in the country. While the plan was bold, it didn't exactly meet with lots of enthusiasm by industry experts, most of whom thought it was just a pipe dream by a few visionaries. The word within the field was that the French would back off and the project would fail. Well, it looks like the French are fooling the early nay-sayers by ringing up some impressive results in their field tests and getting widespread publicity in some impressive publications like the new computer section of Time magazine. The Test: France is way ahead of any other country in putting together a working electronic telephone directory product, which allows far more intelligent access than letting your fingers do the walking. The database, for example, will do things like tell you the vendor closest to your address. It also has extensive -help features to aide in long distance dialing, including information on calling costs. In addition, it has features like soundex to tell you sound-alike listings in case you don't have the exact spelling of the name you want. To date, the test has proceeded largely on schedule. It began with only 1,500 users in Rennes, but has gone into an extensive, multi-million dollar development stage that will see 300,000 terminals, worth about $100 million at end user prices, given away during the next two years. The rationale for giving away the terminals is that the expense wi 11 be offset by lowered costs for the phone direc·· tory, which will not have to be printed, along with the benefit of having the information kept current. Shadow Benefits: It is doubtful that the French PTT can really justify the cost of spending vast sums on putting a terminal in every home on grounds of saving on paper and printing costs •. It is possible, for example, that a small charge may end up being made to recover the cost of the terminal over a period of a few years. But regardless of whether they're given away or not, the main rationale for the government largesse is the shadow benefits to private industries that will be created by the existence of the terminals. Electronic mail, database access, home banking and the French Teletel videotex service will all benefit substantially from a base of terminals, businesses that could easily generate enough money in taxes to pay back the cost of the terminals. A Terminal in Every Home: During the next decade, the French PTT plans to install as many as 30 million terminals in the country's households. When this was first suggested, most observers thought it bordered on madness. Even the boldest of prognosticators, for example, rarely talks about much more than 30-40% of the base of U.S. homes having terminals during the same period. Can the French possibly achieve virtually 100% penetration at an investment in the $4.5 billion range? Given that the terminals represent the cost of one or two good weapons systems, the truth is that it is affordable --and if they were given away on a first-come, first-served basis, they would undoubtedly spark an enormous market for follow-on electronic ser.vices. In other words, it may just turn out that the French have a super-winner on their hands, leaving the rest of the world in its wake. . , . Col rg SOIlPIoilPno t hIS 5t'!' rur pi ii1S 0 'J IT II j'" '1 SOO 6000 914 1030 BI4 5340 Travel and Tourist Information i ravel agencies can use tne Dalavlslon SYSlem 10 Interlace wlln airline reservallon SySlems lor o "'Imelaoles local ana glooal e Inlormallon on aesllnallons aomesllc ana ~olelgn G ,CKel reservallons Fo r 10UliSI 'ntormaiion DalaVlslon can oro- Viae allecl access 10 SYSlems Inal oroVlae tTl HOIe4 reservallons o Cal 'eserva1tons o l ocal IranSoortalion scneoUies o L ... cal entellalnmenl gUloes Advertising The DalaVlsron lermrnall TV-sel IS a very elfec- live marKellng 1001 AClvellrslng and oromOllons can De presenteo uSing a plclure 1)1 Ine pro- auCI ana lex I relallng 10 soeclal pllce olfellngs The syStem nas tne caoaOllllv 01 execullng purcnase oroers ana Inllla1tng electroniC lunas IranSler lor paymentS The CUSlomer Ciln com- munlcale Ollecllv wltn Ihe SYSlem 10 give snip- ping .nStruClions Social and Civic Service DalaVlslon has appllcallons lor manv aspecls 01 ouOIiC Informallon E.amPles InCluOe o Consumer Inlormalion o library services o Social programs Iniormaiion o Health servIce!; e Income fa)!. aovlce • o D,alooue oelween cllizens ana aulno""es ,nOUllies polls on Ollferent SuPleCIS d .. ' APPENDIX B DESCRIPTION OF THE AUTORIDE SYSTEM PROPRIETARY INFOPJ1l\TlOO NOTICE: The data contained in Appendix B, pages 1-14, of this proposal has been submitted in confidence and contains trade se- crets or proprietary information, and such data shall be useJ or disclosed for evaluation purposes only, proviJcd that if a con- tract is awarded as a result of or in connection with the submis- sion of this proposal, the Government shall have the right to use or disclose the data herein to the extent provided in the contract. This restriction does not limit the Government's right to use or disclose data obtained without restriction from any source, inclu- ding the proposer. INTRODUCTION The AUTORIDE System was. designed to provide low-cost, door-~o-door trans por- tation services. Its name reflects the automated nature of its operation (computers perform the primary functions of matching, dispatching and con- trol), as well as the reliance on the automobile as the transit vehicle. The AUTORIDE System provides economical, energy-efficient, shared-ride trans- portation services. It makes extensive use of computers to simplify opera- tions, eliminate the need for handling cash and provide a high level of se- curity for both drivers and passengers. All AUTORIDE vehicles, drivers and passengers must be licensed by government agencies. Licenses are examined automatically prior to each trip to insure they are valid. Passengers and drivers utilize a combination of computer-readable licenses and personal "passwords" to identify themselves prior to using the system. These secur- ity procedures are similar to those now used by bank-card holders to obtain cash from automatic teller devices. Specialized equipment can also be a dded to the terminal to instantly confirm the identity of any user, with the same accuracy as fingerprinting. Prospective passengers can request AUTORIDE service by telephone or by spe- cial terminals located in their homes, offices, shops or public booths. These easy-to-use terminals are connected directly to the central AUTORIDE • computer system by telephone lines. Drivers who have volunteered to use their autos or vans for sharing trips, may also use terminals in their ve- hicles to communicate with the central computer. Communications to and from mobile terminals are sent via digitized radio messages. PROPRIETARY INFORM4TION 1 ,. .. The AUTORIDE computer will process each incoming message and examine all license files to verify that the vehicle meets safety requirements, that the driver's insurance coverage is still in force, and that passenger's credit limits have not been exceeded. It will then match AUTORIDE ride requests with available seats and notify both passengers and drivers of the trip assignments. THE AUTO RIDE TERMINAL Figure 1 shows the type of keyboard that passengers can use to call an AU- TORIDE vehicle and that drivers can use to enter trip information. Although the keyboard looks complex, it will be easi er to use than a telephone for most trips. A typical commuter, for example, will need to press only a sin- gle key on the terminal to give the central computer his or her home address and employer's address, so that ~ neighborhood AUTORIDE driver can be quickly found to drive him or her to work. • Each terminal contains a powerful microcomputer to control its operations. The microcomputer analyzes user entries, translates them into detailed in- • structions, transmits these instructions to the central computer, checks for transmission errors and displays information for drivers and passengers. It is the development of the low-cost, high-performance microcomputer that makes the terminal easy to use and the AUTORIDE System technically and eco- nomically feasible. PROPRIETARY INFORMl\TION 2 FIGURE 1 -TYPICAL USER TERMINAL -DISPLAY 4" -KEYBOARD 7" NOTE: In addition to entering and receiving AUTORIDE transportation infor- mation, the terminal may be used for a variety of other data proces- sing applications. PROPRIETARY INFO~TION 3 .. ~. SECURITY PROCEDURES The central computer will process only those messages that contain a valid license number and password. Consequently, these are the first two items that a user must enter. The terminal will then display "NUMBER ?" . , and the user will usually enter a single character which the microcomputer will automatically translate into a full license or identification number. After the license number has been entered, the terminal will display "PASS- WORD. ?". The user will then enter up to eight characters via the keyboard. The password will often be a relative's birthdate or maiden name that is easy to remember. The terminal microcomputer will make a preliminary' check of the password and if it is satisfactory, it will display "SEATS ?", ask- ing for additional information. If the password is invalid, the terminal will continue to display "PASSWORD ?" until a valid password is entered. No passenger-vehicle assignments will be made until the passwords have been checked in the master transit files. This security procedure will assure the AUTORIDE driver that each passenger has been carefully screened and that each passenger-vehicle assignment has been recorded in a master log. It will provide similar assurances to passen- gers about their drivers and vehicles. Moreover, the system could easily be adapted to provide selective assurances to prospective riders. For example, if a prospective rider will only ride in vehicles equipped with an anti-theft device and a speed governor, the computer would only assign vehicles with these features to that rider. PROPRIETARY INFORML\TION 4 CALL AND DISPATCH PROCEDURES In order to match passengers and vehicles, the central computer must know the origin and destination addresses, requested pick-up time and the seat- ing requirements of the passenger. Figure 2 shows how a typical ride request would be entered by a passenger and how he would receive the identification of the vehicle as an acknow- ledgement after the computer dispatched the driver. Figure 3 shows how trip information and seating capacity would be entered by a driver and how she would receive the passenger's name and address as acknowledgement. If there were no qualified passenger in her neighborhood waiting for a ride to a destination along her planned route, the terminal would display "NO RIDERS NOW". Several points should be noted in these examples: 1. Each user entry is preceded by a computer generated question (e.g. PASSWORD?, FROM?, TO?) to slmplify operatlon of the terminal. 2. The license number and password information can usually be entered with six or seven easily remembered characters. 3. Complete trip information can usually be entered with a few charac- ters because of the rapid storage and retrieval capabilities of mo- dern computers. In Figure 3, one character (L) is all that is re- quired to tell the transit computer that a passenger located at 897 Friendly Ave., San Rafael, Calif. 94901 (Phone 415/453-1111) needs an AUTORIDE vehicle to take him to work at 1134 4th St., San Rafael, Calif. 94901 (Phone 415/453-2222) as soon as possible. PROPRI ET ARY I NFORMl\ TI ON 5 .... . ., . 4. In cases where origin or destination addresses have not been stored in the computer in advance, the AUTORIDE System will accept phone numbers of a nearby store or business as a concise method of enter- ing this information. If no phone number is available, a user may enter the postal zip code for the area. PROPRIETARY INFORMATION 6 .. FIGURE 2: A TYPICAL AUTORIDE RIDE REQUEST John Smith resides with his parents at 897 Friendly Ave., San Rafael, Calif- ornia. He works downtown on 4th Street, and attends College of Marin at night. John uses his mother's maiden name, "JONES", as h~s personal security pass- word in order to request a ride. He ~s licensed by the State of California to use the family car as an AUTORIDE vehicle on Mondays. The rest of the week, John uses other AUTORIDE vehicles to commute to work and night school. The example below shows how John would enter his ride request information in response to questions presented by the microcomputer in the terminal. It also shows how he would get a description of the computer assigned vehicle. STEP NUMBER 1 2 3 4 5 6 7 COMPUTER DISPLAYS NUMBER ? PASSWORD ? SEATS ? FROM ? TO ? WHEN ? 76 FORD SEDAN-BLUE Lic. No. 235 ,BAT ETA: 7 :25 A.M. USER ENTERS 2 JONES 1 H W A EXPLANATION/COMMENTS John is family member number 2. He uses his mother's maiden name as his security password. He is traveling alone today. Home. Work. As Soon As Possible. Description of Vehicle. License Number. Estimated Time of Arrival. The terminal microcomputer or the central computer would automatically trans- late John's coded entries (e.g. "H" equals 897 Friendly Ave., San Rafael, Ca. 94901) into complete text for dispatching and display. Alternatively, John can eliminate steps 3, 4, 5 and 6 by merely entering "L" in place of the se- quence "l,H,W,A" for his home-to-work ride request. PROPR lET ARY I NFOWA T I ON 7 FIGURE 3: A TYPICAL AUTORIDE RIDE OFFER Mary Meyers lives at 679 Vintage Dr., a few ~locks from the Smith residence. She requires a car for her employment as a visiting nurse. Because of her job requirements, driving record and willingness to provide transportation service, Mary is licensed to use her car as an AUTORIDE vehicle every day. Her auto is a blue 1976 Ford sedan, license number 235 BAT. Today, Mary's first call is in Peacock Gap. To get there, she will drive down 4th Street. She has already agreed to take a neighbor to Dominican College enroute, so she only has room for two additional AUTORIDE passengers. Mary uses her fa- ther's birthdate, "11-11-24", as her password to use the central computer system. The example below shows how Mary would enter her ride-offer information and how she would receive John's address on her terminal. Her entry is six char- acters longer than John's because she is using a phone number to specify her destination address. The computer will automatically convert this phone num- ber into the address in Peacock Gap. STEP NUMBER 1 2 3 4 5 6 7 COMPUTER DISPLAYS NUMBER ? PASSWORD ? SEATS ? FROM ? TO ? WHEN ? JOHN SMITH (1 ) USER ENTERS M 11-11-24 2 H 453-9999 N EXPLANATION/COMMENTS Mary's family code. She uses her father'S birthdate as her security password. Since Mary and a neighbor are riding together, only 2 seats are available to AUTORIDE passengers. Home. Phone number of house in Peacock Gap. Now. 897 Friendly Ave. Name and Number of Passengers. Street Address. San Rafael, Ca. 94901 PROPRI ETARY I NFORML\TI ON 3 - CONCLUSION Figure 4 provides a schematic view of the AUTORIDE System. Multiple termi- nals, located in homes, offices, automobiles, et~ will be continuously pol- led by the central computer to see if an y h ave a message to be processed. If a user's message is ready, the terminal will automatically transmit it to the central computer. Each message will be represented by a series of alphanumeric characters that will be decoded by the central computer and processed. The computer's reply will also be sent back to the terminal as a series of alphnumeric characters, decoded by the microcomputer and dis- played to the user. The AUTORIDE System provides each passenger with the capability of calling a low-cost, neighborhood AUTORIDE vehicle without human intervention. It provides the same time and cost benefits to taxi-dispatching that direct- dialing does for telephone companies. (It should be noted that if tele- phone companies were still in the "number please" manual mode of operation, like today's radio dispatched cabs, every man, woman and child in the U.S. would have to serve as telephone operators to handle our present volume of phone calls.) The microcomputer extends direct-dial capabilities to taxi operatlons. The AUTORIDE System is able to provide low -cost transportation services be- cause the purchase, operation and maintenance of the vehicles will, at least in part, be provided by volunteers. Fares, comparable to those of existing public transit services, will be billed monthly by the central PROPR I ET ARY I NFORML\ T I ON 9 , .. computer. Only a small portion of these fares will be needed to support the AUTORIDE computer-terminal network. Some of the fares may be used to repay fuel, parking, licensing and other costs of the AUTORIDE drivers. The balance could be made available, for example, to subsidize special equipment for the handicapped or other modes of public transportation. PROPRIETARY INFORMATION 10 TELEPHONE (VOI CE) ", .... REQUESTS , ." ... USER TERMINALS """-~ (CABLE) USER TE~l1NAlS ~ ~ i' ,- (RADIO) FI~RE 4 -AUTORIDE COMPUTER SYSTEM TRANSIT AGENCY .., TERMINALS , ~ / '\ / '\ /.:: ~ / ACTIVE '\ / TRANSACTION FILES \ / '\ / I' Y '\ / \. / ~ , .... "-" MESSAGE TRANSACTIO N MASTER , " ~ .... ~ ..... LICENSE -r'" . PRE-PROCESSOR " , PROCESSOR " .,r FI LES ~ " /' , r" " " / , '\ '\ \ Z / '\ COMPLETED / " TRANSACTION / "-FILES DISTRICT RELAY STATION "-/ / L.;o '\ / I' V TRANSIT COMPUTER SYSTEM PROPRIETARY INFORMATION II • .. II r " / " '\ I ) / .: .- FIGURE 5 - A VEHICLE TERMINAL NOTE: This is the type of terminal currently used by some police departments to send and receive date to and from a computer. The vehicle terminals proposed for the AUTORIDE System will be much smaller and less expensive. PROPRIETARY INFORMATION 12 The following are some of the advantages of the AUTORIDE System: * It provides rapid pOint-to-point transportation, rather than fixed route services. This is particularly important to the aged and the handicapped. * It will conserve fuel, particularly gasoline and other petroleum products. * The AUTORIDE System can use existing vehicles and roadways. No research and development or capital investment is required in these areas. * Purchase, operation and maintenance of the AUTORIDE System may be performed by a combination of private transit companies, government agencies or volunteer citizens. * Current traffic congestion, parking problems, and vehicle pollution will be significantly reduced. * The system has unlimited flexibility. New vehicles with special performance characteristics can be gradually integrated into the system as they become available. * AUTORIDE can interface with existing fixed-guideway, bus and taxi facili ties. * AUTORIDE will stimulate transit ridership and the uses of traditional car and vanpools by providing an immediate back-up capability which also offers point-to-point service at a reasonable price. * The technology has already been proven in a variety of applications and the system can be developed and installed quickly. * Each community is responsible for the operation of its own AUTORIDE System. PROPRI ET ARY I NFORMl\ TI ON 13 .~ * AUTORIDE can be adapted for use in cities, suburbs, and even rural areas. * AUTORIDE provides an in-place emergency transit system if the energy crisis makes private transportation infeasible or in th e event of disruption of public transit services. * The installation of a low-cost microcomputer, with the capability to transmit and receive information, in the home or automobile of all AUTORIDE passengers or drivers makes possible a variety of applica- tions that have a practical pay-back. PROPRIETARY INFORJ'1ATION 14 I.. .. '": APPENDIX C AUTO-RIDE -PATENT ABSTRACT United States Patent [19) Behnke [54] AUTOMATED, DOOR-TO-DOOR, DEMAND-RESPONSIVE PUBLIC TRANSPORTATION SYSTEM (76) Inventor: Robert W. Bebnke, 2010 Wembley Park Rd ., Lake Oswego, Oreg. 97034 [21) AppJ. No.: 236,858 (22) [5 I) [52] [58] [56] Filed: Feb. 23, 1981 Int. a.l .............................................. G06F 15/48 U.S. O ....................................... 364/436; 340/22; 364 /900 Field of Searcb ... 364/200 MS File. 900 MS File, 364/436; 340/22-24; 246/5, 187 B References Cited U.S. PATENT DOCUMENTS 3.268.727 8/1966 Shepard .............................. 246 /187 3.533,084 10/1970 Cook el aI ........................... 364/900 3,568.161 3/1971 Knickel ............................... 364/900 3.895.584 7/1975 Paddison ......................... 246/187 B 3,953,714 4/1976 Gabillard ........................ 246/187 B 4,015,804 4/1977 Dobler el aI ............................ 246/5 4,023,753 5/1977 Dobler .................................... 246/5 4,092,718 5/1978 Wendl ................................. 364/436 4,122.523 10/1978 Morse el aL ........................ 364/436 4.181,945 1/1980 Adler el aI .......................... 364/436 4.208,717 7/1980 Rush .................................... 364/426 4,212,069 7/1980 Baumann ............................. 364/436 OTHER PUBLICATIONS Billstrom, 0; "A Taxi Communication System"; Proc. of IEEE Vehicular Tech. Conf.; Arlington Heights, Ill. Mar. 27-30. 1979 ; pp. 307-308. Bennett et al.; IBM Tech. DiscI. Bull .. vol. 14, No .2; pp. 438-440, (Jul. 1971); "School Bus ScheddJing with Sev- eraIObjectives". [II] [45] 4,360,875 Nov. 23, 1982 Primary Examiner-Errol A . Krass Attorney. Agent. or Firm-ChernolT & Vilhauer [57) ABSTRACI' A flexible-route transportation system. primarily utiliz- ing privately-owned vehicles to provide ridesharing transportation for the public. is described. Interactive communications tenninals are provided through which drivers of the vehicles may rapidly transmit ride olTers via a telecommunications network to a central opera- tions coordinating station, equipped with a general-pur- pose programmable computer. Rider inleractive com- munications terminals. located at public and private facilities. are also connected by the telecommunications network with the central coordinating station. pennit- ting eligible members of the public to quickly request rides from one location to another. The central coordi- nating station matches the ride requests with the ride olTers, on a trip-by-trip basis, comparing the driver's indicated origin, destination, seating requirements and time with the rider's requested origin, destination, seat availability and time . If a ride olTer and ride request can be matched within reasonable limits of space and time, the central coordinating station transmits to the driver the rider's identity and location and transmits to the rider the description and identity of the vehicle, so that the driver can pick up and drop 01T the rider en route to his or her destination. The system includes security features for preventing unauthorized access to the sys- tem by either drivers or riders, accounting features for properly billing riders and reimbursing vehicle owners for transportation services, and special tenninals for entering trip infonnation quickly and accurately. 33 aaims, 6 Drawing Figures 28 I , ______ i-, I COMMUNICATIONS L. 2l4. Lr--------<c::I!:>I(e.o. RADIO, TELEPHONE, T.\l CABLE) 14-------~ , L - -_INT_ERF._ACE_ - -J 22 1 rL -1 ,-16 l DATA I STORAGE I I UNIT I I I I (NAMES) I MICRO-I I (LIe. NOS.) COMPUTER I (PASSWORDS) / CONTROL I (ADDRESSES) I I( VEHICLE 10.>/ I I (COMMON I I (TRIP DISCRIP.) L_T_-.J, --, '-20 L -r-J -l ( e . ~ A/g;f~ BATTERY)!-J-t--------I- 10 12/0r 16 L - - - - - - - -.J , t f i I I J ! , 4.360.875 1 . .\l·TO\lATED. DOOR·TO-DOOR. DE\IA~D-RESPO~SJ\·E PL'RLlC TRA ""SPORT A TIO" SYSTE\I BACKGROUND OF THE INVENTION This inventiOn relates to a door-to-door tran sit sys- tcm v. hi.:h prlmanl~ ulilizes privatel y-ow ned vehicles 10 pr0vlde high-volume. low-cost. ene rgy-effi c ient and ccologically-sound transportallon services for the pub- hc. including the aged and the handicap ped . In view of the critical transportation, environmental and energy problems now facing the world, new ap- proaches are constantly being sought to reduce the dependence upon single-passenger automobile trips for Iransportation. Unfortunately, attempts to eliminate the slngl~-passenger auto have met with only limited suc- ces~ 10 dale. Consequently, gasoline consumption, traf- fic congesllon and air pollution levels remain high. Although great emphasis has been placed on mass Iransit systems to alleviate these problems, mass trans!\ syslems are extremely costly to build and operale. ~us systems require large outl.ays for vehicles and operatmg personnel. while fixed-guIdeway systems require. capItal ellpenditures many times greater than those reqUired for bus svstems. Equally important, the fact that both high- volu~e bus syslems and fixed-guideway systems must adhere to predetermined routes, makes it impossible for such systems to proVide door-to-door service for most citizens. Door-to-door transportation service is a requirement for many aged and handicapped persons. Door-to-door service is also desirable for other riders, since the time and energy required to get riders to and from transit stations reduces both the convenience and the energy efficiency of mass transit systems. Although taxis, jit- neys and dial-a-ride minibuses offer door-to-door con- venience, the necessity of having a driver who makes his living providing such service 10 relauvely few riders renders it far too expensive for most citizens to use on a regular basis. Hitchhiking is 100 dangerous to consider as a viable transportation system. Although one of the least energy efficient forms of 2 OUf l:}'-"lIn~ aUl(1ln0biles and roads constitute an efft:ctivc dO()f-((1-doOf transportation system for many CJlJzen~ Bt:cau~t: of Ihe low occupancy rate of the vehi- cles. however. 11 IS a very inefficient system. Further- 5 more. the syslem IS not always responsive to the needs of those who either cannot afford an automobile or cannot drive. What IS required is a method for using the eXisting inventory of empty auto seats on our highways to respond to the transportation demands of the general 10 public. including the aged and the handicapped, on an individual tnp basis. Voice systems, currently used by radIO-dispatched taxi and dial-a-ride minibus services. are too slow and too labor-intensive to be used for high- volume transportation systems. The volume of informa- 15 tion to be processed and the time constraints mandate that such a door-Io-door. demand-responsive system be automated In all but the smallest towns. In recent years a number of automated, demand- responsive mass trans!\ systems have been developed 20· with a view toward increasing their efficiency and cut- tmg their COSI of operation . Among these are the sys- tems shown in the following U.S. Pat. Nos.: 3.268,727, 4.023.753, 3.8'15,584, 4,092,718, 3,953,714, 4,181,945. 4,015,804, 4,208,717. Also of interest is Bennett et ai, 25 IBM Technical Disclosure Bulletin. Volume 14, No.2, pages 438-440 (July 1971). Most of these systems apply to fixed-guideway mass transit systems, although U.S. Pat. No. 4,092,718 and the IBM Technical Disclosure Bulletin pertain to bus systems. In every case, however, 30 the mass transit system involves vehicles traveling along predetermmed routes between predetermined stations. That is, each vehicle in the system has respec- tive origins and destinations which bear a predeter- mined route relationship to one another. The stations do 35 not vary according to current rider needs. Accordingly, these systems share the major disadvantages of other mass transit systems In their high capital costs and in- ability to provide door-to-door transportation. Unfortunately such automated, demand-responsive 40 transportation systems of the fixed-route. station-to-sta- tion type are not easily adapted to a flexible-route sys- tem because of the many unique problems presented by door-to-door service. In order to be effective, a high- volume door-to-door system requires many more vehi- cles of smaller seating capacity than a station-to-station system. A door-to-door system must also be able to instantaneously match a large number of different ride requests with an equally large number of different ride offers. Common routing is not the only criterion for . tqlnsportation is an automobile with a single occupant, 4S one of the most energy efficient forms is an automobile with several occupants. Car pools, van pools and other ndeshanng programs have been encouraged to reduce petroleum consumption while providing riders with economical, door-to-door transportation services. The advantages of ridesharing are well-known. By increas- Ing the average number of passengers in each vehicle, the number of vehicle-miles can be reduced while keep- ing the number of passenger-miles constant. By sharing the operating costs both the rider and the driver save money, while gasoline consumption, parking, traffic congestion and air pollution problems are all reduced. 50 effective matching. Timing and seating needs of riders require matchmg with timing and seating capacities of vehIcles. Because of the volume and complexity of the data required in a trip-by-trip scheduling system, special 55 computer terminals should be used to permit both driv- ers and riders to enter trip information quickly and accurately and transmit this information to a computer for driver-rider matching. This matching must be ac- complished on a real-time basis in response to current Despile these benefits and an intensive advertising campaign, 75% of all workers who commute by auto- mobile drive by themselves. One of the reasons for thiS is the absence of suitable backup transportation for commuters who rideshare, such backup transportation being needed whenever a driver's or a rider's itinerary changes. Because noncommuter travel is less regular and repetitive than commuter travel. conventional ride- sharing techniques have been used even less for this type of travel. Noncommuter travel currently repre- sents 6OC'c of all aUlomobile trips. 60 demands. and without the need for human intervention. In order to mmimize capital costs, most of the transit vehicles should be pnvately owned. In order to mini- mIze operating costs, extensive use should be made of volunteer and part-time drivers, particularly during 65 peak traffic penods. The security of private citizens who do not know each other but nonetheless share rides with each other must be ensured. The current 5uitabil- ity, from a point of view of safety and liability, of pri- , '. 4.360.875 3 vate vehicle~ and their dnvers to transport riders must be monitored continuously. Furthermore once a vehicle 4 The system also includes security features for pre- venllng unauthonzed access to the system by drivers or riders. continuous monitoring of the suitability or rhgi- hility of currently authorized drivers and riders to par- ticipate in the system and accounting features for billing riders and reimbursing vehicle owners for transporta- tion services. is assigned to a rider or group of riders. some method must be provided to ensure that vehicles and riders will make proper connections. The ability to deal with all of 5 these variables on an instantaneous, real-time basis is far beyond the capability of known fixed-route automated transportation systems. Accordingly, it is a principal objective of the present invention to provide low-cost, energy-efficient, door- 10 to-door transportation services usable by the public on a high-volume basis. SUMMAR Y OF THE PRESENT INVENTION The present Invention is directed to an automated public transportation system adapted for high-volume usage and capable of providing door-to-door transpor- tation while requiring a much smaller cost to build and operate than fixed-route mass transit systems. It is basi-15 cally a ride-sharing system which makes use of modem communications and computerized control techniques to provide public ridesharing in an organized manner with sufficient instantaneous, demand-responsive flexi- bility to eliminate the present drawbacks of other ride-20 sharing systems such as carpools and the like. Its ex- treme flexibility offers the potential of extending the benefits of ridesharing to noncommuter travel. It should also stimulate the growth of carpools and van pools by providing convenient backup transportation services, 25 thereby eliminating a primary objection to conventional ridesharing systems. The high-cost characteristics of other mass transit systems is eliminated in the present system by the use of existing roads and privately-owned vehicles whose 30 drivers offer ridesharing services on a trip-by-trip basis to the public through a communications and automatic computerized coordinating network. Interactive termi- nals are provided, at fixed locations and/or in vehicles, having registers of any suitable type for the entry of 35 information, through which drivers of the vehicles may transmit ride offers by telecommunications to a central coordinating station containing a general-purpose, pro- grammable computer. Each ride offer indicates an ori- It is a further principal objective of the present inven- tion to provide public access to transportation by pri- vately-owned vehicles on an instantaneous, trip-by-trip ridesharing basis, thereby increasing the utilization of ridesharing not only for commuter travel but also en- abhng the use of ridesharing for noncommuter travel. It is a further principal objective of the invention to give the public access to ridesharing vehicles by means of B highly automated system. This system links riders and drivers by telecommunications to data processing equipment which automatically and instantly matches riders with rideshanng vehicles according to origins and destinations indicated by riders and drivers. It IS a further principal objective of the invention to enable both riders and drivers to enter and receive trip in formation directly from a central computer system via easy-to-use electronic terminals. These terminals are designed to permit users to enter trip information quickly, accurately and with minimum training. Fur- thermore, when these terminals are not being usr.d for transit applications, they may also be used to store, retrieve and process other types of data. The foregoing and other Objectives. features and advantages of the present invention will be more readily understood upon consideration of the following de- tailed description of the invention taken in conjunction with the accompanying drawings. BRIEF DESCRIPTION OF THE DRAWINGS FIG. 1 is a schematic diagram of the major compo- nents of an exemplary system in accordance with the present invention. FIG. 2 depicts an exemplary driver or rider terminal schematic by which ride offers and ride requests may be transmitted by users of the system and through ",mch messages may be received. FIG. 3 is a logic flow chart illustrating the exemplary function of a driver or rider terminal having an integral microcomputer control, and illustrating in simplified form the interaction of the terminal with a central coor- dinating station computer. gin and destination determined by the driver of the 40 vehicle, such origin and destination therefore having no predetermined route relationship to one another. Rider interactive communications terminals are provided at public and private locations connected by telecommuni- cations networks with the central coordinating station 4.5 for permitting licensed members of the public to request rides from any origin to any destination in the area served by the system, such origin and destination like- wise having no predetermined route relationship to one another. The central coordinating station coordinates 50 the ride requests with the ride offers, comparing the driver's indicated origin and destination with the rider's requested origin and destination. Variable times and seating for ride requests and ride offers are also com- pared. If a ride offer and ride request can be matched within predetermined geographical, time and seating limits, the central coordinating station transmits to the driver the rider's location (and preferably transmits to the rider a description of the driver's vehicle for recognition pur-60 poses) thereby Instantly matching the rider with a nde- sharing vehicle and enabling the driver to pick up the rider. The matching process is accomplished to enable FIG. 4 is a logic flow chart indicating an exemplary process by which the central coordinating station com- S5 pUler automatically limits use of the system to eligible drivers and riders. the driver to pick up the rider either close to his own origin or by stopping or detouring slightly along his 65 route . According to the matching process, the rider's destination will he close to the driver's destination or generally along the driver's route. FIG. 5 depicts an exemplary grid used by the central coordinating station computer to geographically match ride olTers with ride requests . FIG. 6 is a logic flow chari indicatlllg an exemplary process by which the central coordinating statton com- puter geographically matches ride olTers with ride re- quests. DESCRIPTION OF THE PREFERRED EMBODIMENT In FIG. 1 the major components of B preferred em- bodiment of a door-to-door public ridesharing system in George Gerth Traffic Engineer Public Works City of San Rafael P.O. Box 60 San Rafael, CA 94915 Dear George: 380 Channing Way, #266 San Rafael, CA 94903 July 5, 1983 I am attaching a copy of a draft that I have put together in answer to your request for an understanding of some of the management aspects of the CRrS project. I have not had a chance to review it with Bob Behnke yet, and so I trust you will hold this in confidence until he and I have had a chance to talk about it. I have not made a copy of the attachment that is indicated, but I know that you have your own copies and they should suffice until we have agreed upon the final content of tryis document. If I can provide further information, or if you wish clarification on any of these items, please contact me at 492-6231. I would appreciate your response so we can proceed with the contractual aspects of the eRIS project. PTS:kat Attachment cc: Bob Behnke wiatt. Bob Harrison Pam Nichol! Very truly yours, Pat Tyrell-Smith A!TROVED BY: ROBERT 1'l. BEHNKE, !'resident AEGIS TRANSPORTATION INFOru.:ATION SYSTe$. INC. I • A ., ' .. July 5, 1983 COMPUTERIZED RIDER INFORMATION SYSTEM CRIS PROJECT This document will serve as an addendum to the contract entered into by the City of San Rafael, hereinafter called the "City," and Aegis Transportation Information Systems, Inc., hereinafter called "Aegis." The purpose of this addendum is to set forth the major milestones of the CRIS project, and to outline the steps to be taken by Aegis in fulfilling contractual obligations. PROJECT CHARACTERISTICS A few words about the nature of the project itself is in order. The Scope of Work submitted to the City on February 15 of this year outlines six major tasks to be performed, and they are grouped in three phases. Some elements of the work are much like a research pro- ject, and the results are difficult to project since there are no pre- conceived solutions. However, once the Analysis Phase has been com- pleted, and system alternatives have been reviewed, then a much more structured plan can be developed to take the project to its conclusion. This means that, although the tasks described in the Scope of Work will be completed, and the products of those tasks will be delivered as indicated. the project team will be in a much better position at the end of the first phase to accurately project the second two phases. For that reason. Aegis will at that time prepare a more specific plan for the remainder of the project. PROJECT REPORTING The Aegis project team will provide reports to the City, specifically to the City Traffic Engineer, at several intervals: • The project team will accept responsibility to provide data to the City Traffic Engineer consistent with that required by UMTA. In other words, he will only have to review those reports (and they will be clear as to status and progress), and when he approves they can be forwarded directly to UMTA. Page 2 July 5, 1983 It is the intent of the project team to minimize the admin- istrative burden on the City while at the same time keeping them abreast of the status of the project. UMTA reporting requirements are not known at this time, so no exact report format or content can be determined . • On a monthly basis, a performance and progress report will be provid~d to the City Traffic Engineer. This will be available within 10 working days of the close of the previous calendar month. It will have six categories: 1. Performance against plan (see Attachment #1 to th~s document): o Deliverables • Schedule o Tasks started and completed 2. Changes to plan (a separate change log will be kept). e Approved by the City e To be approved by the City 3. Significant accomplishments. 4. Problems encountered. • Resolved • Still open 5. Tasks to be accomplished during the next reporting period. 6. Costs incurred (to be submitted to UMTA for payment). The exact format of this report will be worked out with the City Traffic Engineer to his requirements. If UMTA reporting requirements and this monthly report are basically similar, it is hoped that the two can be combined, to reduce the repor t - ing load on the project team. ," " I Page 3 July 5, 1983 Q The City Traffic Engineer may, at his discretion, ask for a specific report on a significant element of the project. This request would be used judiciously, and hopefully in- frequently, since it would take precious time from the project team's primary objectives. The project team may also issue ad hoc reports if they feel that the project would be better served by clarifying a particular issue . • Upon completion of the project a Project Completion and Analysis Report will be prepared by the Aegis team. The report will focus on the management aspects of the project and will be an historical analysis of performance against plan, benefits projected versus benefits gained, a summary of costs incurred versus cost estimates, a critical state- ment of the project's success, and recommendations for future activities. This report will be available within 30 calendar days of project completion . • The project team will, of course, comply with any other reporting requirements established by UMTA and/or the City. PROJECT PLANNING AND TRACKING The project team's first management task is to formulate a project plan in sufficient detail to describe low level tasks. Generally these tasks and sub tasks will not exceed one work week in duration, although there will be some activities which will be laid out as a level of effort. For example, a task might be stated as "Adapt the Aegis technical library for the CRIS project and set up a simple document reference system": this may be estimated to take 3 working days across one elapsed week. Addit- ionally a level of effort activity might be stated as "Maintain the Aegis CRIS technical library and add/delete entries as appropriate": this would Page 4 July 5, 1983 last for the entire CRrS project and take one hour per week, every week. Completion criteria for each project deliverable will be established at this time as part of the detailed planning. Tracking will be set at the same level as the detailed plan, and will require a constant monitoring of plan versus actual. All project team members will be responsible to the Aegis project team leader, and will report progress or problems as they occur. Generally tracking will include hours (planned and expended), tasks started (planned and actual), and tasks completed (planned and actual). Except as these monitoring methods are needed for project reporting to the City, they are internal to the day to day operation of the project and are not normally available outside of the team. PROJECT ORGANIZATION The Aegis project team will be organized to best accomplish its ob- jectives, and this may mean that changes to functional relationships (who reports to whom and for what) may be necessary as the project progresses. There will always be one Aegis project team leader who is directly accountable for all team activities and is the Aegis contact with the City. An alternate will be named so the City will be able to get infor- mation quickly to and from the project team. The roles and responsibilities of Aegis project team members will be several: o Project team leader -ultimate responsibility, accountability, and authority for all tasks and activities of the project team . • Permanent project team members -assigned specific tasks and activities and remain on the team throughout the CRIS project . • Consulting project team members -assigned specific one time tasks ,and complete their work on the project when their task is completed. " ' Page 5 July 5, 1983 PROJECT REVIEWS The City may choose to review the project at any point they deem necessary, however the project phases have been defined in such a way as to make project review possible. It is recommended that a review team be established, headed by the City Traffic Engineer, to conduct a review at the conclusion of Phase 1, the conclusion of Phase 2, and the conlusion of the project. Members of the review panel could include, but not be limited to, a representative of Golden Gate Bridge District, the Marin County Transit District, and the transit planning community. The purpose of the review would be to ascertain whether the project continues to meet the objectives established for the phase (as evidenced in the deliverable products of that phase). The Scope of Work as submitted to the City on February 15, 1983 has been included as an attachment. In addition, the Aegis response to the RFP and the RFP itself should be considered as a logical extension of this addendum and of the contract. We have chosen not to restate or repeat portions of those documents, and ask the reader to refer to them as appropriate. CRIS PROJECT SCOPE OF WORK DETAILED WORK PROGRAM TASK I -REQUIREMENTS ANALYSIS A. Review state of the art CRIS and Ride-Share systems 1. Examine current literature: technical papers, conference proceedings, and other publications of the transportation, transit, computer and videotex and communications industries. 2. Extract pertinent information from the Aegis technical library. 3. Through personal contact, continue to gather data from the leade rs in the field, including contacts in Europe, Canada, and other foreign countries. 4. Consider two categories of systems: 1. Those that are designed to improve overall efficiency, and 2. Those that are designed to provide ride-sharing (e.g. RIDES for Bay Area Commuters). Product: Working Paper on Existing CRIS and Ride Share Systems B. Identify transportation characteristics of the study area 1. Define area for detailed study and area of secondary analysis. It is expected one or both of the major planning basins of San Rafael will be studied in detail while all of urban Marin County will be given a less detailed analysis. 2. Develop transportation analysis zone (TAZ) system for the study area. The zone system will be based on already established basic data units such as census tracts or county traffic zones. 3. Generate trips for each TAZ a. Total daily trips b. Peak hour trips 1) Auto person trips 2) Transit person trips 3) Carpool/Vanpool person trips 2/15/[;3 4. Link trips among TAZ and to external generators. The distribution of trips will be accomplished to the extent needed to identify major travel corridors and confirm validity of trip generation and distribution analysis. 5. Identify all available traffic counts and transit system statistics. Collect data on the operation of the transportation system in San Rafael from city, county, State and transit districts. Combine data into corridor data for each critical corridor in the study area. 6. Combine trip generation and distribution estimates with traffic and transit counts. This will permit confirmation of the model of travel patterns, and establish the key points necessary for future year analysis. C. Project future travel demands on critical corridors 1. Collect projections of population and employment from city and county planning departments. 2. Generate trips for the projected new people and jobs. 3. Add new trips to existing travel counts. 4. Identify scale of probable future travel demands at each critical corridor. Product: Working Paper on Existing and Future Travel Patterns D. Estimate potential travel demands on the CRIS and real time ride share (AUTO-RIDE) Systems 1. Develop models of CRIS and AUTO-RIDE travel patterns 2. Relate CRIS AUTO-RIDE travel patterns to existing travel patterns for both automobile and public transit travel. 3. Estimate modal split on auto, transit and CRIS AUTO-RIDE system. 4. Prepare separate analysis for eRIS AUTO-RIDE impact on para-transit systems. Product: Working Paper on Potential Travel Demands on AUTO-RIDE TASK II -SYSTEMS ANALYSIS A. Define content of each type of request for rider information for fixed schedule transportation services. This includes information on: 1. How to use each type of service available (e.g. Golden Gate bus & ferry, Travelers Transit, Marin Airporter) 2 2. Basic schedule and fare information for each system listed above . Golden Gate bus schedules will be available for: a. Each bus route, and b. Each bus stop in Marin County (this will be a major expansion from currently available printed schedules). B. Define content -of each type of request for information for both drivers and riders of demand-responsive vehicles, for example: 1. How to use each type of service (e.g. Yellow Cab of San Rafael and Handi-Wheels, AUTO-RIDE, senior citizen dial-a-ride) 2. Basic fare structure for each type of service 3. Request for information by rider on availability of vehicles 4. Request for information by drivers on availability of riders C. Repeat step B for both prescheduled carpools and vanpools, and for trips that involve more than one vehicle (i.e. transfers) D. Estimate frequency of information requests from sources that include: 1. Other CRIS operations and trials 2. Airline, train and bus ~ompanies 3. Videotex operations and trials, includin~: a. Paris Metro Information System b. Tor.-nto's "Travelguide" System 4. Taxi and dial-a-ride operators 5. Car pool and van pool operators E. Develop or adopt a mathematical model to prepare estimates of the frequency and distribution of message traffic for transportation information utilizing data from the sources listed above and the results of the modal-split analysis in Task I. This model will be used to study, among other items: 1. Effect of data transmission rate on the number of communications ports, central computer size and speed, etc. 2. Value of utilizing "smart" (1. e. micro computer-based) terminals for coding and decoding messages, data compression, error detection, etc. Product: Working Paper on Communications Demand 3 ~ I' ," F. Analyze alternative equipment configurations to develop general comparison of price/performance characteristics. Some of the variables to be considered are: 1. Input/Output devices -telephone, CRT terminal, personal computer, videotex terminal 2. Communications mode -telephone, TV-cable, radio or combinations (e.g. TV-cable from, and telephone to, the central computer) G. Prepare Preliminary Feasibility Analysis 1. Compare probable total system costs ~o potential transportation service benefit. a. Ride-Share users b. Transit use increase 2. Compare potential transportation benefit/cost ratio to existing transportation services economics for highway, bus and ferry systems. , 3. Discuss other possible benefits from installation of system in San Rafael which could improve the overall benefit/cost ratio. H. Prepare detailed evaluation of a limited number of alternative equipment configurations selected from those analyzed above. Additional criteria that will be considered: 1. Compatibility with other remote electronic information services (e.g. COMPUSERV, The Source, Dow-Jones). 2. Stand-alone uses for CRIS terminal: personal computing, word processing, video games, electronic mail, etc. 3. Compatibility with proposed videotex services for electronic banking, shopping, publishing, etc. Product: Working Paper on System Alternatives TASK III -SYSTEMS DESIGN A. Prepare recommendation for City of San Rafael for CRIS-only, and also for a multipurpose systems configuration including: 1. Input-output devices 2. Data communications mode(s) 3. Central computer configuration a. Processor size/speed 4 b. Mass storage requirements c. Operating system software d. Standards for displays e. Communications protocol Product: Initial Recommendation for General System Configuration. B. Prepare future system specification (following general system configuration approval by the City of San Rafael): 1. Software specifications a. Screen/report formats b. Data entry procedures c. File layouts d. Information flow charts 2. Hardware specifications a. CPU speed b. High-speed memory s"ize c. Mass storage size d. Communications ports e. Other input-output equipment 3. Security subsystem specifications -To prevent unauthorized use of the system in order to maximize safety of both driver and rider. 4. Billing subsystem specifications -To eliminate the need for collecting cash and providing change, it may be desirable to prepare monthly statements for demand-responsive transportation services. These monthly statements could either be mailed or transmitted to each user's terminal electronically. 5. Transfer subsystem -To minimize confusion and unnecessary wait times, special attention will be devoted to information that will simplify passenger transfers between vehicles. Preliminary analysis has shown that the total wait time for many AUTO-RIDE trips for example, can be significantly reduced if the prospective passenger is willing to make one transfer en route. C. Prepare detailed cost estimates of the CRIS design selected by the City of San Rafael for the following: 1. Hardware 5 2. Systems software 3. Applications software 4. Requirements for space , office equipment, personnel, supplies, and services (i.e. electrical, janitorial) for the San Rafael CRIS central computer operat i on. These will be prepared by analyzing costs in similar activities including: a. Large-scale, time-sharing computer service bureaus b. Airline reservation systems c. Videotex operations and trials Products: Document #1 -CRIS System Design Document #5 -Non Transportation Services Compatible with CRrS System. TASK IV -MANAGEMENT PLAN A. Conduct feasibility study 1. Recommend a fee structure for CRrs and other applications. The objective is to reduce the net cost of the CRrs in San Rafael by selling surplus computer time to other information providers (banks, news papers, schools, telephone companies, stores, etc.). 2. Estimate revenue for both transportation and non-transportation information services. 3. Compare revenue and cost projections for each of the following: a. Prototype system b. Production system 1) 1985 2) 1990 3) 1995 4) 2000 4. Compare and contrast the price and performance of CRIS with other transportation systems including: a. Highways b. Bus c. Ferry B. Prepare a development plan 1. Determine major software modules and prepare recommendations on whether to buy or program each module. 6 2. Prepare a network diagram of the major tasks involved in developing and installing the CRIS system in San Rafael including: a. Preparation of hardware and software bid specifications b. Selection of contractors c. Design of test plan d. Site preparation e. Equipment installation C. Conduct analysis of legal and insurance requirements. D. Identify potential sources for financing, both public and private, for the CRIS program. Document # 7 -Analysis of Funding potential for CRIS. E. Provide a means of disseminating information about CRIS to potential users of the system (emphasis in San Rafael, but expand to all potential users within Marin County). Obtain comments and suggestions, and with this input, design a public awareness program that will promote the use of CRIS when it is implemented. 1. Several categories of potential users will (get particular attention: handicapped, senior citizens, school children, and those who are otherwise transportation disadvantaged. 2. Utilize existing channels of communication of the Golden Gate Bridge District to provide information to, and receive feedback from, current transit users. 3. Take advantage of free media promotion with newspaper articles, television and radio news stories, and radio public service announcements. 4. Present the CRIS story to the community: homeowners associations, service organizations, government agencies, and other interested groups. 5. Provide a forum for open discussion of CRIS through meetings sponsored by the City of San Rafael and/or transportation agencies. Document #6 -Public Awareness Program. F. Describe the activities San Rafael will need to conduct in order to continue CRIS development beyond this feasibility study. Products: Document #2 -Estimate of Cost and Time to Develop CRrS in San Rafael. Document #4 -Ouantification of CRIS Impact on Congestion, Energy, and Air Pollution. 7 TASK V -DRAFT FINAL REPORT A. Organize results of working papers, documents and all other research into a single report. The organization of the reports will be as follows: 1. Executive Summary 2. Statement of the problem 3. The CRIS approach a. A complete description of the kinds of equipment that would be involved and how they would work and relate to each other. b. A comprehensive discussion of how CRIS will provide timely and accurate information on the transportation services available to all residents, including the handicapped and the elderly. Product: Document #3 -Description of CRIS c. Other information services 4. Costs and benefits 5. Conclusions and recommendations 6. Appendices a. CRIS systems design b. CRIS users manual c. Technical working papers d. Bibliography B. Distribute draft final report to: 1. Public officials and civic leaders 2. Transportation agencies, including: a. Golden Gate Transit b. Marin County Transit c. Metropolitan Transportation Commission 3. Private transportation operators, including: a. Yellow Cab 8 b. Travelers Transit c. Marin Operators 4. Other interested parties TASK VI -FINAL REPORT A. Amend draft report based on comments received in Task V-B. B. Print final report (SO copies) and deliver to the City of San Rafael. I ,_ i-I.' ,,-I t--" 9 Product Working Paper tIl Working Paper #2 Working Paper #3 Working Paper #4 Working Paper #5 Working Paper #6 Document til Document tl2 Document 113 Document 1/4 Document tIs Document tl6 Document #7 SUMMARY OF PRODUCTS PREPARED DURING THE CRIS PROJECT Title Existing CRIS and Ride-Share Systems Existing and Future Travel Patterns Potential Travel Demands on AUTO-RIDE Communications Demand System Alternatives Initial Recommendation for General System Configuration CRIS System Design Estimate of Cost and Time to Develop CRIS in San Rafael Description o"f CRIS Quantification of CRIS Impact on Congestion, Energy, and Air Pollution Non Transportation Services Compatible with CRIS System Public Awareness Program Analysis of Funding Potential for CRlS Final Report Task I-A I-C I-D II-E II-H III-A III-C IV-F V-A IV-F III-C IV-E IV-D VI-B TASK I-------R E QUI REM E N T S Review Identify Existing Transportation Systems Char ac teris tics I-A 1-8 Working Paper III CRIS PROJECT SUMNARY FLOW CHART A N A L Y S I S-------- Project Estimate Future AUTO-RIDE Demands I-C Working Working Paper Paper 112 1/3 Page 1 TASK II----------------------------------S Y S T EMS A N A L Y S I S---------------------------------- Define Estimate Construct Analyze Prepare Evalua te I Information h. Request ~ Model ---() Alternative ~ Preliminary ~ Alternative .. i Reauests Frequency Configurations Feas ibili ty Configura tions: II-D II-E II-F Analysis II-H i Fixed Demand II-G Schedule Responsive Services Services II-A II-B Working Working Paper Paper 114 1/5 ..... ..... ~PHASE 1 ANALYSIS 9 0 DAYS 1 ['. p t ... ' .. TASK III-------------------S Y S T EMS Initial System CRIS PROJECT S~lliARY FLOW CHART DES I G N------------------- Prep are Hprepare Recommendation Specifications Prepare ~--------~~~Cost Estimates III-C III-A III-B Working Paper 116 Page 2 TASK IV----------------------------------------M A NAG E MEN T P L A N----------------------- Conduct Prepare Conduct Prepare Describe Feasibility Development Legal and Public Future Study Plan Insurance Information Activities IV-A IV-B Analysis IV-F lV-C Document Document Document (/2 1/6 Document 114 r--PHASE 2 DESIGN 1 5 0 DAYS ~ CRIS PROJECT SUMMARY FLOW CHART TASKS V & VI----------------------F I N A L REP 0 R T----------------------------- Organize Prepare Distribute Amend Print Draft .. Draft ... Draft .. Draft ... Final Report ... Report ... Report " Report .. Report V-A for Review V-C VI-B V-B "-..- Document I 113 FINAL _ ..... REPORT \ F-PHASE 3 FINAL REPORT 9 0 DAYS 1 Page 3 \ J