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Table of Contents
2 DELIVERABLES ............................................................................................................................... 8
2.1 FAREGO SALES ST|70 TICKET VENDING MACHINE ................................................................ 8
2.1.1 General Function TVM ............................................................................................ 8
2.1.2 Design Requirements TVM ................................................................................... 11
2.1.2.1 Circuit Breaker ..........................................................................................11
2.1.2.2 Light Fixture ..............................................................................................11
2.1.2.3 Display Screen .........................................................................................11
2.1.2.4 Security.....................................................................................................12
2.1.2.5 Cabinet .....................................................................................................13
2.1.2.6 Lock and Key ............................................................................................14
2.1.2.7 Local Alarm...............................................................................................14
2.1.2.8 Ventilation .................................................................................................15
2.1.3 Control System TVM ............................................................................................. 15
2.1.3.1 Cancel Functionality .................................................................................16
2.1.3.2 Time Out Functionality ..............................................................................16
2.1.3.3 Audit Functionality ....................................................................................16
2.1.3.4 Data Storage and Transfer .......................................................................17
2.1.3.5 Alarm and Event Transmission .................................................................17
2.1.4 Auxiliary Power TVM............................................................................................. 18
2.1.5 Bill Handling TVM ................................................................................................. 18
2.1.5.1 General Requirements..............................................................................18
2.1.5.2 Bill Validator..............................................................................................19
2.1.5.3 Bill Escrow ................................................................................................19
2.1.5.4 Bill Vault....................................................................................................20
2.1.6 Coin Handling TVM ............................................................................................... 21
2.1.6.1 General Requirements..............................................................................21
2.1.6.2 Coin Slot ...................................................................................................22
2.1.6.3 Coin Validator ...........................................................................................22
2.1.6.4 Coin Recirculation ....................................................................................23
2.1.6.5 Coin Vault .................................................................................................24
2.1.6.6 Auxiliary Change Storage Units ................................................................24
2.1.7 Credit / Debit (TVM) .............................................................................................. 25
2.1.7.1 Card Reader .............................................................................................25
001.13.0109 - Fort Collins Technical Description Final Page ii
Contains Trade Secret and/or Confidential, Commercial, or Financial Information SCHEIDT & BACHMANN 2013. All rights reserved.
Fare collection
systems
1.1 Introduction
Scheidt & Bachmann is pleased to present this proposal to the City of Fort Collins for a
Ticket Vending System, featuring Scheidt & Bachmanns FareGo Sales ST|70 Ticket
Vending Machines as well as our FareGo Data backend system.
Scheidt & Bachmanns proposed Ticket Vending System is comprised of various user
friendly and modular components that are reliable, flexible, and expandable and field
proven, including:
FareGo Data backend system, Software Only, used for:
Management of Ticket Vending System
Managing the configuration of the devices
Monitoring system performance
Storing and processing transaction and event records
Reporting
21, plus an optional 15, FareGo Sales ST| 70 Ticket Vending Machines
The foundation for the proposed system is our FareGo Sales ST|70 TVM. The TVM
operations are controlled by sophisticated software that is highly configurable, reducing
the need to make software code changes to meet the City of Fort Collins operational
requirements.
The proposed Ticket Vending System supports the following functionality:
Accepts cash and coins
Vends, validates and revalues Magnetic Stripe Tickets
Creates a record of each transaction associated with the time and location of the
fare
Provides secure storage of fares and records
Provides secure processing of revenues collected at various City of Fort Collins
locations and the compilation of transactional records to permit a complete audit
of revenues collected
Manages and downloads software versions as well as operational parameters for
fare collection equipment
Option - Validates and revalues Smart Media through the integrated Smart Media
Reader
As we understand that our system has little value if it does not work with existing City of
Fort Collins infrastructure, we are committed to providing a seamless integration. Our
ticket vending machines will be configured to encode magnetic media in the GFI format
provided by the City of Fort Collins. To allow for the communication of data between
the two systems, an export function is available to provide the necessary data in a flat
file which can be easily imported into existing systems.
Scheidt & Bachmann is the best company to deliver this system due to our extensive
specialized technical capability, robust and reliable Ticket Vending Machines and an
established track record both globally and in the North American Market including
Canada and the United States.
In 2003 Scheidt & Bachmann USA was awarded a project with MBTA Boston to provide
a new Automated Fare Collection System (The Charlie Card) to serve the greater
Boston metropolitan area. The contract included the supply and installation of 1600
VARE-point fareboxes, Smart Media readers, 600+ TVMs, and Fare Gates. Scheidt &
Bachmann has made a long term commitment to the United States market by setting up
both administration and manufacturing facilities in Burlington MA creating over 160 jobs
and growing. We are committed to meeting all Buy America requirements for our
complete product line; as we grow so will the employment opportunities for the United
States market.
To prepare this response to the City of Fort Collins request for proposals (RFP) for a
Ticket Vending Machines, Scheidt & Bachmann undertook a thorough review of the City
of Fort Collins requirements, current installed equipment and typical operating
conditions. We found that our FareGo Sales ST|70 Ticket Vending Machines meets all
the requirements. For system management,
Scheidt & Bachmanns FareGo Data
backend system meets the functionality as
described in the RFP. The FareGo Data
family of systems is a well-established and
proven application with many years in
service and multiple implementations
throughout the United States and the world.
Scheidt & Bachmann designs,
manufactures, implements, supports and
where requested, maintains and operates,
fare collection systems consisting of
products such as fareboxes, standalone
validators, ticket vending machines, fare-
gates and Customer Service Terminals, all
of which are capable of supporting multiple
types of fare media currently used by transit
agencies around the world: paper (bar
code), magnetic stripe and smart media. All
these devices are managed through fixed
and wireless network connections to Scheidt
& Bachmanns FareGo Data system.
The Ticket Vending System is field proven over a wide range of operating conditions
and transaction volumes. This field experience is what drives Scheidt & Bachmanns
continuous product improvement process leading to product evolution. Scheidt &
Bachmann has years of experience in the design and supply of fare collection field
devices and as a result, Scheidt & Bachmann fare collection components have evolved
throughout the years to incorporate both technological changes and customer trends.
These changes have addressed ease of use and improved functionality and
performance without sacrificing security aspects. Scheidt & Bachmann customers
benefit by receiving the most advanced versions of our products available at the time of
proposal and design.
However, hardware is only one part of todays advanced fare collection systems.
Software is what runs Scheidt & Bachmanns Ticket Vending Systems and provides the
functionality that the City of Fort Collins requires. While Scheidt & Bachmann field
devices on their own are self-contained to accept fare payments and keep track of such
transactions, the full data processing capabilities of the system are founded on the
power of the Scheidt & Bachmanns FareGo Data system. FareGo Data is a powerful
system management application that is at the core of every Scheidt & Bachmann fare
collection system. It supports fareboxes, on-board and platform smart card processors,
ticket office machines, ticket vending machines and fare gates.
FareGo Data is comprised of various software applications, and networking components
that assist in the operation and management of the fare collection equipment. It is
effectively the universal remote control for all devices, providing a large number of
maintenance, statistical, monitoring, scheduling and controlling functions.
FareGo Data provides access to and the ability to configure and present a wealth of
data available from the devices and associated user functions. All transactions,
maintenance activities, system and device events, and device and system alarms
generated are transmitted to and stored at the FareGo Data system. This data can be
retrieved and reported through appropriately configured the City of Fort Collins
workstations, through the Scheidt & Bachmann standard reports provided with FareGo
Data.
Application software for FareGo Data consists of software programs supplied by Scheidt
& Bachmann, configuration files used to customize user interfaces and other operational
characteristics of FareGo Data, prepared reports and queries, special software tools,
other commercially available software packages, and any other special functions
resulting from software provided as part of FareGo Data.
FareGo Data software includes modules for revenue accounting, module tracking,
configuration, event, and alarm management, ticket vending machine, farebox and
smart media reader control, transaction data, status visualization, tariff data and version
control. All application data is subject to version control and configuration management.
It is critical that the Ticket Vending System protect data from unauthorized access and
modification, as the ability to accurately compare the revenue reported by the Ticket
Vending Machines and the manual counts is a critical function allowing a high level of
cash revenue security. FareGo Data access is protected for all system elements based
on the used standard operating system as well as through additional methods
implemented by the system software. The same strategy is used to ensure a high
degree of traceability and security for all data stored within the system.
Technology is only one part of the City of Fort Collins project. To ensure success,
effective project management, quality controlled product configuration and development
and capable service delivery are essential. The companys organizational structure is
project team oriented which eliminates hierarchical impediments to good design and
efficient project management. Developers/engineers are organized within the project
business teams and function as a single unit throughout the project which assures that
the goals are aligned in the same direction.
Scheidt & Bachmann will only designate key individuals to this project that are both
highly qualified and experienced with the Ticket Vending Machine industry to fill the
project management, support and maintenance positions. The processes, procedures
and documentation used for project management will be the same or updated versions
to those used in previous Scheidt & Bachmann projects. Manufacturing and installation
quality and compliance to contract requirements will be managed using Scheidt &
Bachmanns Quality Management System, which has been certified according to ISO
9001:2000 by Lloyds Register Quality Assurance.
To ensure quality software development, the processes and procedures described in
Scheidt & Bachmanns Software Quality Assurance Program (SQAP) will be followed.
The SQAP provides a disciplined approach needed to reduce the risk of software errors
and major reword and corrections.
Scheidt & Bachmann has a well established, proven training program designed to
provide customers with the knowledge and expertise they need to operate, service,
support and maintain their Scheidt & Bachmann equipment and systems. It is delivered
by a highly qualified and experienced training staff who are thoroughly familiar with
Scheidt & Bachmanns equipment and systems. The training program proposed for this
system procurement will be based on standard courses and training modules already
available to any of our customers.
Scheidt & Bachmann historically excels in minimizing the Total Cost of Ownership
(TCO) over the lifetime of the systems. Part of this TCO benefit is price leadership
based upon its annual production volume. However, even larger gains are due to design
and quality assurance factors. The historically high reliability reduces maintenance
costs. Upgradeability minimizes customer needs for future investments. The software
design eliminates much of the traditional need for customization. The intuitive, easy-to-
use approach significantly reduces employee training costs.
The proposed Ticket Vending System generates extensive transaction records,
diagnostic and operational records, allowing for the creation of a wide range of reports
that can be used to manage and control the Ticket Vending System.
The use of standards, both internal Scheidt & Bachmann standards and international
standards, coupled with the modular design methodology is an important aspect relating
to the cost effective long-term support of the system Scheidt & Bachmann is proposing.
All programming is done in standard languages, and data communications use standard
interfaces and protocols. In the future, such system aspects as central computers can
be upgraded with a minimum of difficulty due to the use of standard operating systems
and interfaces.
We believe that selecting Scheidt & Bachmann to deliver, install, commission and
support the proposed system will result the following benefits for the City of Fort Collins:
A reliable, easy to use yet highly secure Ticket Vending System for Fort Collins
customers
Cost containment and reduction of project risk through field proven yet innovative
design
Highly responsive technical support for the life of the system
Proven engineering capability to enable system evolution over time.
These benefits will be achieved by:
Scheidt & Bachmann hardware and software that has a low cost of operation,
support and expansion
Use of field proven equipment, with a known track record of reliable performance
We look forward to the opportunity to work with the City of Fort Collins to implement this
new system
reported to the project management team without delay and with indication of the denial
reasons. The project management team will decide the next action with respect this deliverable.
Corporate Management
Project Board
Team Members
months and it should be shown which major products will be delivered during a stage.
Stage boundaries of this sub-stages are subject to Project Board meetings and direction
settings. The delivery itself will be performed by Team Managers who get Work Packages
detailing the products to be created and agreements on planned time and effort. In case
the agreed tolerances (time, cost, scope) for the stage are in danger the Project Manager
needs to inform the Project Board by an Exception Report in order to decide on corrective
actions immediately.
As part of the Closeout Stage the handover of products to the City of Fort Collins is
finalized, also the handover documentation for the Service is prepared. An End Project
Report including the lessons learned during the project should be prepared.
Seite 1
ID Task Name Duration Start 1, 2013 Half 2, 2013 Half 1, 2014 Half 2, 2014 Hal
F M A M J J A S O N D J F M A M J J A S O N D J
39 3.2.6.1 Customer to approve and release 5d Thu 6/13/13
40 3.2.7 Final design Approval SW by customer 0d Wed 6/19/13 6/19
41 3.3 Completion of Design phase (HW plus SW) 0d Wed 6/19/13 6/19
42 4 Procurement and Sub Contracts 55 d Thu 5/16/13
43 4.1 Procurement of Initial Long lead items 10 d Thu 5/16/13
44 4.1.1 Definition of Long lead items 5d Thu 5/16/13
45 4.1.2 Purchasing of immediatly needed Long l 5d Thu 5/23/13
46 4.2 Definition Scope of Work for Subcontracts 10 d Thu 6/20/13
47 4.2.1 Scope of Work for Subcontracts defined 10 d Thu 6/20/13
48 4.3 Subcontract generation and execution 20 d Thu 7/4/13
49 4.3.1 Subcontracts finalised 20 d Thu 7/4/13
50 5 Development 121 d? Fri 3/15/13
51 5.1 Hardware 99 d? Fri 3/15/13
52 5.1.1 Early Hardware Activities 1 d? Fri 3/15/13
53 5.1.2 Specification 5d Thu 5/16/13
54 5.1.2.1 Internal Specification finalised (S& 5d Thu 5/16/13
55 5.1.2.2 Completion of HW specification 0d Wed 5/22/13 5/22
56 5.1.3 Hardware development phase 25 d Thu 5/23/13
57 5.1.3.1 Development of all HW related Ite 20 d Thu 5/23/13
58 5.1.3.2 Finalize BOM by HW developmen 3d Thu 6/20/13
59 5.1.3.3 Finalize BOM by Administration 2d Tue 6/25/13
60 5.1.3.4 Handover BOM to production 0d Wed 6/26/13 6/26
61 5.1.4 Prototype phase 5d Thu 7/25/13
62 5.1.4.1 Corrections to Bill of Materials and 5d Thu 7/25/13
63 5.1.5 Completion of hardware development ph 0d Wed 7/31/13 7/31
64 5.2 Software 121 d? Fri 3/15/13
65 5.2.1 Early Software Activities 1 d? Fri 3/15/13
66 5.2.2 Specification 5d Thu 6/20/13
67 5.2.2.1 Internal Specification finalised (S& 5d Thu 6/20/13
68 5.2.2.2 Completion of SW specification 0d Wed 6/26/13 6/26
69 5.2.3 Software development phase 47 d Thu 6/27/13
70 5.2.3.1 SW development for all Items rela 45 d Thu 6/27/13
71 5.2.3.2 SW-Package Initial Release 0d Wed 8/28/13 8/28
72 5.2.3.3 Creation of release ("EINGELAGE 2d Thu 8/29/13
73 5.2.3.4 Completion of software developm 0d Fri 8/30/13 8/30
74 5.3 Completion of development (HW and SW) 0d Fri 8/30/13 8/30
75 6 Software QA test (inclusive preparation) 66 d Thu 6/20/13
76 6.1 Test procedures 1d Thu 6/20/13
77 6.1.1 Generation of test procedures 1d Thu 6/20/13
Seite 2
ID Task Name Duration Start 1, 2013 Half 2, 2013 Half 1, 2014 Half 2, 2014 Hal
F M A M J J A S O N D J F M A M J J A S O N D J
78 6.2 Test setup 2d Mon 9/2/13
79 6.2.1 Set up test environment 2d Mon 9/2/13
80 6.3 SW QA Test phase 2d Wed 9/4/13
81 6.3.1 SW QA testing according to test specific 2d Wed 9/4/13
82 6.4 Reporting 1d Fri 9/6/13
83 6.4.1 Test Reports available 1d Fri 9/6/13
84 6.5 SW Correction Loop based on QA test resul 7d Mon 9/9/13
85 6.5.1 Run SW Correction Loop and SW QA re 5d Mon 9/9/13
86 6.5.2 Final QA Test Report 2d Mon 9/16/13
87 6.6 Update of release and release documentatio 2d Wed 9/18/13
88 6.6.1 Update of release and release documen 2d Wed 9/18/13
89 7 Factory acceptance test (FAT) 71 d Fri 6/21/13
90 7.1 Hardware acceptance testing 3d Thu 8/1/13
91 7.1.1 Testing on Prototype 2d Thu 8/1/13
92 7.1.2 Customer sign off on Hardware, Product 1d Mon 8/5/13
93 7.2 FAT testing procedures 2d Fri 6/21/13
94 7.2.1 Generation of FAT Test Procedures 1d Fri 6/21/13
95 7.2.2 FAT Test Procedures Approval by custo 1d Mon 6/24/13
96 7.3 FAT test setup 5d Mon 9/16/13
97 7.3.1 FAT test set up completed 5d Mon 9/16/13
98 7.4 FAT testing 5d Mon 9/23/13
99 7.4.1 FAT testing inclusive SW correction loop 5d Mon 9/23/13
100 7.4.2 FAT Test Approval 0d Fri 9/27/13 9/27
101 8 Production and delivery 83 d? Thu 6/20/13
102 8.1 Procurement 5d Thu 6/20/13
103 8.1.1 Back end System, and other third party d 5d Thu 6/20/13
104 8.2 Prototype production (QMV 0077) 25 d Thu 6/27/13
105 8.2.1 Production / receipt of required Prototyp 20 d Thu 6/27/13
106 8.2.2 Testing and Quality Check on Prototype 5d Thu 7/25/13
107 8.2.3 Completion of prototype production (QM 0d Wed 7/31/13 7/31
108 8.3 Serial production 50 d? Tue 8/6/13
109 8.3.1 Production of Subassemblies and delive 30 d? Tue 8/6/13
110 8.3.2 Device Production 15 d Tue 9/17/13
111 8.3.3 Delivery and shipment 5d Tue 10/8/13
112 8.4 Back End System 75 d Thu 6/20/13
113 8.4.1 Receipt of Back End System 60 d Thu 6/20/13
114 8.4.2 Delivery and shipment 3d Mon 9/30/13
115 8.5 Completion of production and delivery 0d Mon 10/14/13 10/14
116 9 Installation and commissioning 106 d Wed 6/19/13
Seite 3
ID Task Name Duration Start 1, 2013 Half 2, 2013 Half 1, 2014 Half 2, 2014 Hal
F M A M J J A S O N D J F M A M J J A S O N D J
117 9.1 Preparation 50 d Wed 6/19/13
118 9.1.1 Installation Test Procedures Completed 0d Wed 6/19/13 6/19
119 9.1.2 Site survey 10 d Thu 8/15/13
120 9.2 Installation phase 31 d Thu 10/3/13
121 9.2.1 Configuration 5d Thu 10/3/13
122 9.2.2 Installation 21 d Tue 10/15/13
123 9.2.3 Installation acceptance 2 d Wed 11/13/13
124 10 System Acceptance 0 d Thu 11/14/13 11/14
125 10.1 Reliability, Maintainability and Accuracy Test ( 0 d Thu 11/14/13 11/14
126 10.2 System Acceptance 0 d Thu 11/14/13 11/14
127 11 Documentation and Training 157 d Fri 4/5/13
128 11.1 Manuals 127 d Fri 4/5/13
129 11.1.1 Generation of Manuals 1d Mon 9/2/13
130 11.1.2 Approval of manuals by customer 20 d Tue 9/3/13
131 11.1.3 Completion of Manuals 0d Mon 9/30/13 9/30
132 11.1.4 As-built System Design Document Com 0d Fri 4/5/13 4/5
133 11.1.5 Final Documentation (if updated) Comp 0d Mon 6/17/13 6/17
134 11.2 Training schedules 51 d Mon 9/2/13
135 11.2.1 Training Material Provided 0d Mon 9/2/13 9/2
136 11.2.2 Training Courses 30 d Tue 10/1/13
137 11.2.3 Completion of Training 0 d Mon 11/11/13 11/11
138 12 Warranty 263 d Wed 11/13/13
139 13 Close out phase 15 d Fri 11/15/13
140 13.1 Negotiation of Close out 15 d Fri 11/15/13
141 13.1.1 Final signing off 10 d Fri 11/15/13
142 13.1.2 Confirmation of close out 5d Fri 11/29/13
143 13.2 Completion of close Out 0d Thu 12/5/13 12/5
144 14 Handover to Service PM - SRV 5d Fri 12/6/13
145 14.1 Handover document 5d Fri 12/6/13
146 14.1.1 Creation of handover document and ac 5d Fri 12/6/13
147 14.2 Completion of Handover to Service 0 d Thu 12/12/13 12/12
148 15 End of project 0d Fri 11/14/14 11/14
Seite 4
Fare collection
systems
2 Deliverables
Pin/Pad
LC Display
Smart Card target
Access Flap
Pedestal
2.1.2.4 Security
All money containers and ticket stock are
locked into the TVM. Matching security
keys are needed to release money
containers and the slide for the ticket
issuing unit. To open the money container
itself, keys are needed, which are different from the ones needed to release these
containers. Please find below a table describing which key has to be used and the
recommended users for the different key types.
The keys and locks are manufactured by DOM, and have the key-code YXKE X ,
were X is the place holder for the various key types (sub-keying), please see table
below:
Location Key Type Function User
1 A Lock / Release: Supervisor, Maintainer,
Ticket issuing unit slide Station Agent
2 B Lock / Release: Supervisor, Revenue Service,
Coin Hopper units Maintainer
3 C Open / Close: Supervisor, Revenue
Coin Hopper units Accounting
4 B Lock / Release: Supervisor, Revenue Service,
Banknote System / Vault Maintainer
5 C Open / Close: Supervisor, Revenue
Banknote Vault Accounting
6 B Lock / Release: Supervisor, Revenue Service,
Coin Vault Maintainer
7 C Open / Close: Supervisor, Revenue
Coin Vault Accounting
8 B Lock / Release: Supervisor, Revenue Service,
Coin Escrow units drawer Maintainer
9 KEY cylinder Open / Close: Supervisor, Revenue Service,
lock TVM front door Maintainer, Station Agent
The money containers (coin vault, banknote vault, coin hoppers, and coin escrow units)
have to be opened and emptied by the revenue accounting department prior to
providing the units to the maintainer for corrective or preventive maintenance.
2.1.2.5 Cabinet
The construction material for TVM housing is shown in the following table:
Housing / Housing 2 mm stainless steel (1.4301 N)
Front Door Door 3 mm stainless steel (1.4301 N)
Encapsulating Box 2 mm stainless steel (1.4301 N)
Lighting Top 2 mm stainless steel
TVM Base 2 mm stainless steel
The listed construction material allows the TVM housing to be installed (with a 15 year
life) in a coastal atmosphere (not directly exposed to sea or sea spray), when all exterior
surfaces are primed and painted properly.
The TVM housing provides easy access to all of the operational components of the
Ticket Vending Machine such as:
TVM PC
Coin System
Banknote System
Ticket processing Unit
Smart Card Dispenser
Smart Card Antenna
Alarm Unit
Power converter and distribution (including a 230 VAC Maintenance Power
Socket)
Heater/Blower Unit
TFT Touch Screen
The TVM is constructed of stainless steel sheet metal. The overall construction is done
in a way to minimise any visible seams to prevent the insertion of pry bars.
Access to the TVMs will be by high security keys. PIN-entry after door opening is
required for identification of the authorized person.
Provisions are made to avoid unauthorized access to the TVM. The TVMs door is a
one-piece construction that is mounted on the front of the machine to permit revenue
and maintenance servicing. All hinges are secure and isolated from view.
Intrusion Alarm
An intrusion is activated in the event that the TVM door is opened without being
unlocked. The TVM detects such an occurrence via the door contact, the bolt bar
control contact and the locking contacts. Upon opening, the door lock contact and the
bolt bar control contact have to be activated prior to the activation of the two closed
contacts situated on the upper and lower part of the door. Otherwise, if the closed
contacts (or only one of them) are triggered without activation of the door lock and the
bolt bar control contact, e.g. in case of an opening attempt using a pry bar, an intrusion
alarm will be set off.
The following actions will be triggered in case of an intrusion alarm:
Siren 110 dB (A), local alarm for a configurable time (adjustable at the TVM and
normally set to 60 seconds)
Alarm message sent to CSS (when TVM is powered and online)
In case of a failure of the main power supply (230 V) the TVM alarm system including
siren will remain battery-buffered for at least 24 hours, if the battery buffer was fully
charged prior to the power failure (48 hours charging without buffering activities). Since
the TVM-computer (SBC-1) is shut down in case of power failure, no online message
will be sent to the FareGo Data system.
Once the alarm condition is triggered, it is only reset when a valid PIN is entered, or the
alarm unit loses power.
2.1.2.8 Ventilation
The TVM is ventilated to provide a constant temperature distribution within the TVM
during normal operation. This ventilation is controlled through a tri-point temperature
control unit.
The TVM will be equipped with an air condition system in order to operate within the
specified operating conditions.
offline transfer would use the non-permanent slot to transfer the data transactions to
the other PCMCIA module.
The non-permanent slot is used for the following:
Initializing a new hard-drive with the fare tables and associated operational files
Offline fare table or other software updates
Offline data transaction transfers
The term non-permanent refers to the fact that this module is not always mounted in
the TVM but is normally used for actual data transfers.
note types (or variants of bank notes) depending on the selected model. Bank notes
inserted store in escrow until the transaction is either finished or canceled. Upon
cancellation, the customers actual bank notes are returned from the escrow. If a
transaction is finished satisfactorily, the bank notes move into the bank note vault
The major components of the bank note system are the validator (made-up of the
acceptor/verifier, escrow unit, and stacker) and bank note vault, as shown in the figure
below. Its unique serial number identifies each bank note vault. Encoded serial numbers
will identify the money container as a bank note vault. The device automatically reads
and identifies the bank note vault serial number. In addition, each bank note vault is
marked with a unique serial number, in a manually readable form, on the outside of the
container. The numbers will be of a sufficient size, of adequate contrast, and in the
correct orientation to be readable when the bank note vault is in place for operation
within the FVM.
The bank note handling system includes a bank note acceptor/verifier, bank note
escrow, bank note stacker, and bank note vault. The system accept s$1, $5, $10, $20,
$50 and $100 bank notes including any old and new versions in circulation at the time of
the TVM installation.
While a transaction is being processed, the escrow unit drum stores each valid bank
note on top of the previously inserted bank note. The escrow unit can hold up to 15
bank notes, which is the maximum number of bank notes accepted per transaction.
When the transaction is completed, the bank notes are moved from the escrow unit to
the bank note vault by the transport belts and the stacker (a stacking piston).
If a transaction is cancelled or an error occurs prior to the transaction being completed,
the bank notes that were inserted for the transaction are moved from the escrow unit
drum and output through the bank note rejection slot where the customer may retrieve
them.
Under normal operating conditions in the normal validating channel 100% of the valid
coins in public use are accepted after the 1st insertion. In the narrow validating channel
99% of the coins are accepted after the 1st insertion.
The coin diverter MV20 is located just below the coin verifier. The transport and the
direction of the coins are controlled by a microprocessor. The microprocessor analyses
directly the signal from the coin verifier and guides the coin to the appropriate coin
magazine. When the coin has reached the correct position the coin diverter processor
sends a signal to the coin controller board. Then the coin controller board sends a
signal to the solenoid and opens the coin flap, so that the coin is dropped into the coin
cassette.
The cassettes are constructed to withstand being dropped when either fully loaded or
empty without sustaining distortion, operational impediments or security breaches.
Each magazine and corresponding slot is clearly labeled as to which coin type is
supported. This also facilitates quick and easy exchanges. The slots can be
configured by the customer as to which type of magazine will be placed in the
slot.
Magazines can only be installed in one direction.
The magazine is constructed to withstand being dropped when either fully loaded
or empty without sustaining distortion, operational impediments or security
breaches.
Please note that there is room for up to three (3) coin magazines. In this proposal three
(3) coin magazines per TVM are included. The type of magazine can be selected
according to the above table.
For operation by visually impaired patrons, the center key (5) of the numeric pad is
equipped with a raised dot
SEPTA 151
The keypad on the TVM allows entry of a personal identification number (PIN) code
when a debit card is used for payment. Hardware encryption is provided for debit card
transactions.
Software
The credit / debit handling at the TVM is controlled by Scheidt & Bachmann-developed
software modules that communicate on-line with the FareGo Data system in order to
perform the cashless transaction.
Upon use of a credit / debit card (magnetic stripe via the reader described here, or
contactless via the SMP), the TVM will check locally if the card data read actually can
be read as a payment medium. If this check cannot be verified, an appropriate message
will be displayed, typically insert/tag card once more. Successfully read as payment
card information, the card data is processed by the FareGo Data system, where a
central check against a negative list and a velocity check are performed. With these
tests passed, the FareGo Data system requests an online authorization to the
clearinghouse for which the system is configured. The FareGo Data system will receive
an OK not Not-OK from the Clearing House, which is provided back to the TVM
which originated the transaction.
With this information received back, the TVM will finalize its transaction. Denied
authorization requests are recorded in the TVMs transaction records including a denial
reason according to the details provided with the Not OK message.
This cashless payment processing principle is implemented in each Scheidt &
Bachmann USA fare collection project which includes cashless payment.
Magnetic Bank Card Reader
The credit / debit card reader will be the model MagTek IntelliStripe 65, manually
operated (dip-insertion) hybrid card reader, designed for unattended terminal
applications. The following features are found in the MagTek IntelliStripe 65:
Vandal resistant chassis incorporating coin and half card drop out while
preventing bent cards falling into the terminal
Secure gate to prevent coin insertion
8 smart card contacts (for optional e-purse payment)
Up to 3 tracks of magnetic reading with bi-directional read capability
Multiple mounting options including front mount brackets or side mount pins
Card latch/lock
Power failure automatic latch/lock release system
Fraud wire detection system
Low power operation
12 volt electronics
On board Security Access Module (SAM) with support for up to 7 SAMs located
on an additional PCB
Drivers for Windows 2000, Windows NT, Windows 98, Windows 95, Windows XP
RS 232 communication interface
The Card Reader reads cards that meet standards defined by ISO 7810, 7811-1, 7811-
2, 7811-3, 7811-4, 7811-5, and 7811-6.
Contactless Bank Card Reader (Optional)
The smart card reader interface is Scheidt & Bachmann's own design, manufactured
and developed fully in-house.
The reader is specifically developed for the use in public transport environments. The
compact, robust and light-weight execution withstands harsh environments, especially
with respect to shock, vibration and temperature. It supports high-level commands for
short transaction communication cycles.
The reader supports the handling of all layers of ISO14443 Type A or B contactless
smart cards as well as the following industrial standard cards:
MIFARE Classic 1 & 4 kByte memory cards, according to ISO 14443, parts 1
3
MIFARE Ultralight processor cards
MIFARE DESfire processor cards, according to ISO 14443, parts 1 4
MIFARE Plus processor cards
Calypso CD 21 cards
NFC communication technology will be supported
The reader has full ITSO 2.1.4 certification
EMVCo authorization level 1 and 2 as well as KA certification are in progress
The reader provides four slots for ISO 7816 compatible Secure Access Modules (SAM).
SAMs will be provided by the Central Server operator. SAMs are not included in the
field devices.
receipt stock (80mm) which is easily loadable. Receipts will be issued to the
ticket/change tray.
Printed characters are produced with a minimum height of 0.12 inches. The
approximate height to width ratio of the characters will be 5:3.
The TVM display screen will be user friendly. Braille will be used to comply with
ADA guidelines.
The display will indicate amount due upon selection of fare product type and the
remaining amount due, continuously updated by the amount accepted.
All text messages and information displayed will be capable of being easily
modified.
All TVM messages will be configured in the FareGo Data system and will be
downloaded to the TVMs via both the network and a removable storage media.
All messages will be in English and Spanish with English being the default
language.
The money containers (coin vault, banknote vault, coin hoppers, and coin escrow units)
have to be opened and emptied by the revenue accounting department prior to
providing the units to the maintainer for corrective or preventive maintenance.
Environmental Interference
Electromagnetic Interference
EN 55022: 1998 +A1: 2000 Radio disturbance characteristics
EN 61000-3-2: 2000 Limits for harmonic current emissions
EN 61000-3-3: 1995 Limitation of voltage fluctuations and flicker in
low-voltage supply systems
EN 50121-4 Electromagnetic Immunity Appliance railway
applications
EN 61000-4-2: 1995 Electrostatic discharge immunity tests
+A1: 1998
EN 61000-4-3: 1996 Radiated, radio frequency, electromagnetic
+A1: 1998 field immunity test
EN 61000-4-4: 1995 Electrical fast transient / burst immunity test
+A1: 2001
+A2: 2001
EN 61000-4-5:1995 Surge immunity test
+A1: 2001
EN 61000-4-6: 1996 Immunity to conducted disturbances, induced
+A1: 2001 by radio frequency fields
EN 61000-4-11: 1994 Voltage dips, short interruptions and voltage
variations immunity tests
2.2.1 Introduction
To fulfil the need for a Management Control System, Scheidt & Bachmann will be
providing its FareGo Data system. The FareGo Data back office offered by Scheidt &
Bachmann is the central entity for recording data and administering the fare collection
system. The Java-based application software sets new standards in terms of user
ergonomics and intuitive operation. When developing the back office, great emphasis
was placed on the flexible extendibility of the software, so that future developments in
ticket sales and cashless payment applications can easily be integrated into the system.
The back office consists of different software modules. These can be combined with
each other and cover the following areas of the system:
Configuration of field devices
FareGo Data supports an integrated, holistic system and provides the interfaces
required between third party systems and the Scheidt & Bachmann system
components. The device management module supports the wide range of field devices
offered by Scheidt &Bachmann, these including:
Stationary ticket vending machines
Mobile ticket vending machines
Validators
Fare gates
Point of Sale devices
Hand-held ticket inspection units
FareGo Data as the central level Software ensures secure and proper function of the
field devices. Wide-ranging system monitoring and control programs are available to
operators for field device administration. In addition, there are generally also local
communication structures, such as network components and routers, and network
management systems, such as Domain Controller.
The administrative level is defined as the totality of all systems and services required to
support the operation of the fare collection system. Examples of such are links to
external tariff databases and credit card authorization for cashless payments.
Component Software
Operating System Microsoft Windows 7 64 bit (recommended)
Microsoft Windows XP
Java Oracle Java 7 (recommended)
Oracle Java 6
The offer contains the software for the Scheidt & Bachmann back office system. We
assume that the network infrastructure and the central hardware required, such as
servers, back-up system, workstations, routers, switches etc., will be provided by the
client. This likewise applies to the operating system software.
In terms of the database, an embedded Oracle license is included for the servers
offered.
Bachmann uses BackupExec from Symantec as the back-up software, although other
software packages or back-up models can be used after agreement.
program code of the Scheidt & Bachmann applications and enables patches to be
supplied or the software to be updated.
Database maintenance includes the installation of patches, updates and service packs
for the database. Unless agreed otherwise with Scheidt & Bachmann, these fall under
the customer's remit and they require a software maintenance contract with Oracle. If
the database license is supplied by Scheidt & Bachmann, the first year of such a
software maintenance contract can be supplied together with the database license. The
customer must order this work directly from Oracle for subsequent years.
2.2.8.1 Introduction
The Scheidt & Bachmann FareGo Data back office system corresponds to current
standards with regard to technology, user ergonomics and simple extendibility.
The GUI at the back office features modern user screens which enable intuitive system
operation. The system applications have been optimised to the extent that most of them
can be executed from just one screen. The system allows several applications to be run
in different windows at the same time.
A wide range of statistical evaluations is provided to support users in their work.
Individual statistics can be compiled quickly and effectively with the software. Database
entries are rapidly and reliably determined and sorted by means of configurable filters.
The filters used are displayed by the system and can be edited by the user at any time.
Building on the base version, additional modules can be added to FareGo Data. Thanks
to the open program architecture, new technical software developments made by the
Fare Collection Systems division can be retrofitted at any time.
The FareGo Data base version contains all the modules needed to operate and
administer a modern fare collection system:
Module Function groups
Administration Program manager
Master data administration
Data archiving
Configuration Device administration
Operating data management
Version administration
Release management
Basic tariff data management
Barcode tracking
Device monitoring Communication with the field devices
Job Scheduler
Direct commands
Alarm management
Statistical evaluations Standard reports
References to other objects can be entered in almost all editing screens, e.g. a sales
device refers to a location, a device class or an operating data version. References can
be entered comfortably thanks to sophisticated filter mechanisms.
Direct reference entry (Quick Pick)
If reference numbers are known, entries can be made directly in text fields, FareGo
Data then automatically determines the matching entry.
Generating an ID proposal
During free input of ID numbers, the system immediately suggests the next free number
able to be used.
Cloning inputs
New inputs can be generated at many points from existing data records. Consistency
checks are made in this context, the result is marked in colour.
Grouping details in tabs
Detailed information is summarised into sensible groups and displayed as tabs.
Processing multiple data records
In case of multiple selection, the individual elements are offered one after the other for
processing.
Processing dates
Dates can be entered and changed with a configurable data format and corresponding
selection windows, a quick entry of the current time is possible in many places.
2.2.9 Administration
2.2.10 Configuration
After a new version has been composed, this is summarised into a new release and
transmitted to the device class of the field devices controlled by time.
During the download, the end device declares which software versions it has currently
loaded. Subsequently, only those versions that are not already present on the devices
will be transmitted. The current versions of the sales devices are stored in a constantly
updated list and these can be polled in the form of a report.
Master Release
Release Device Class I Release Device Class II Release Device Class III
Job Scheduler enables new jobs to be defined and transmitted to the system.
Furthermore, a control mechanism is implemented which enables the course and the
correct end of the job, or any errors which occurred during execution, to be monitored
and recorded.
An upload or a download can be ordered for single devices, device classes or groups of
device classes - separate from each other - through Job Scheduler.
Parameters which the system collects whilst executing a job can be viewed using the
history function in job administration. These parameters are execution status, start of
execution, last attempt at execution and the time that execution succeeded.
2.2.12 Reporting
Sales devices from Scheidt & Bachmann document all sales transactions, technical
events and access data without exception in log files. This is referred to as transaction
recording. The elements of transaction recording form the data basis for all the
evaluations and reports available from the sales device and in the background.
FareGo Data provides wide-ranging statistics functions for authorised users to evaluate
transaction data. Statistics can be compiled automatically by the system as a routine at
scheduled times, or they can be generated individually by the user.
The figure below shows the screen form for statistical evaluations with the window for
selecting preconfigured filters.
Sales statistics
Event statistics
1
Further modules under development
In principle, rolls are identified and allocated to a delivery/person using their first
barcode number in order to generate a paper delivery note upon hand-out. A planned
recipient and a target destination can be entered when the delivery note is being
prepared. The delivery notes are printed out and are countersigned by the recipient
upon handover. A return delivery note is generated in the background system for
returns, which credits the rolls allocated to the person. Other changes of status, such as
the insertion and removal of rolls in end devices or the destruction of rolls or roll
residues, are likewise supported by the tool. Only certain changes of state are allowed
here, e.g. a roll that has not been issued cannot be loaded into a device.
Import structures need to be agreed in the form of a detailed specification so that any
adaptations to existing import structures that are required can be made.
every employee, beyond the limits of divisions and functions. We achieve total quality
by consistently eliminating sources of faults, in all functional areas during the processing
of an order, from the point of marketing, to the installation, and use of our systems.
We entrust all managers with the execution of Quality Tasks. They have total
responsibility for establishing, maintaining, and monitoring the Quality Assurance
System as applied to their area of responsibility and meeting ISO 9001:2000 Standards.
Our efforts are to exceed, at all levels, the standards set to ISO 9001:2000 and offer our
customers the best product and services in the industry. It is our continuous
commitment to safe-guard and strengthen the reputation and success of our company.
The Quality Assurance Department of Scheidt & Bachmann represents a central
function within the organization of the Scheidt & Bachmann Group. The head of Quality
Assurance is responsible for all quality issues within the company with principal duties
as follows:
Support of the organization of QM systems
Central coordination of the documentation
Recording and assessment of all evaluations of the quality management systems
of subsidiaries that are affiliated with the QM system
Supervision of internal audits in the subsidiaries
Execution of audits
Forcing of the development of the QM system
The Quality Assurance Department is a separate organization from the departments
responsible for the design and delivery of products and services. However, Quality
Assurance personnel are critical members of the project team as they collaborate with
the Project Manager in developing and executing the test program to verify that the
products and services meet the design specifications agreed to with the customer.
Design and Development Planning
Any design and development activity is documented by describing the activities and
associated responsibilities. These are updated as the design progress progresses.
Included in these plans are the steps to check the development phases (evaluation,
verification, validation).
Individual product-related requirements are established and documented as design
specifications. The completed design is results in manufacturing instruction and
drawings, a functional specification, a performance specification, or similar and
distributed to appropriate departments and groups for information and action.
Design and Development Verification
The finished product is verified according to the requirements of the development plan.
Qualified personnel appointed by the design department or other departments as
needed do the validation testing. Under certain circumstances, design verification may
also include a comparison with approved similar design. Prior to the delivery of the
product, its development is subject to validation. As a rule, design validation is
accomplished by field testing. Field tests are performed in agreement between the
design department and sales divisions. Depending on the type of project, there will be
"Factory Acceptance Tests" with or without contribution of the customer.
Hardware Quality Assurance
Hardware Design is first evaluated by the development department against the contract
requirements. The Quality Assurance Department performs this verification:
The quality laboratory, a part of the Scheidt & Bachmann Quality Assurance
Department, is also responsible for the planning and the execution of First Article
Testing (FAT). The procedure for FAT consists of the following steps:
Formulating test objectives and requirements
Test planning for device prototypes and or design proof of concept prototypes by
the quality laboratory
Preparation for testing by the quality laboratory
Execution of testing by the quality laboratory
Test Evaluation and documentation by the quality laboratory
Test Planning for Manufacturing
The test plan for manufacturing fulfills the job of "converting" established quality test
data into a comprehensive and universal, practical and binding test procedure for all
employees involved in the operation of quality testing.
The department of Quality and Test Planning, a part of the Scheidt &Bachmann Quality
Assurance Department, takes responsibility for the introduction and maintenance of the
test plans for manufacturing. The test plans are documented in the S&B MRP System.
Each test plan describes:
Necessity of testing
Testing procedure
Frequency of testing
Test characteristics, Method of testing
Testing equipment
Only plans which are released by the Quality Assurance test planners are available to
production. In the case of technical changes, the release code is automatically changed
by the MRP System and the plans are locked for manufacturing, which effectively
places a hold on manufacturing until the item is released.
Configuration Management & Change Control
The platform for configuration management and change control of hardware elements
during design and manufacturing is the Scheidt &Bachmann MRP System. The Scheidt
&Bachmann part number identifies all hardware items from the very highest product
level, e.g. Ticket Vending Machine, down to the lowest level piece part, e.g. screws, and
includes a technical index for change control. Any technical modification of a part will
result in a change to the technical index. All drawings are named by part numbers in the
same manner.
The bill of material lists the hierarchical structure each for each product. In the case of a
technical change to any component, the manufacturing plan and all existing
manufacturing orders are automatically locked. Authorized persons of the production-
planning department establish the actions required based on the MRP-documentation
before operations can resume.
The configuration of a manufactured product is documented by association of serial
numbers. The serial number is the important reference between part number and its
technical index.
Software Quality Assurance Program
Scheidt & Bachmanns Software Quality Assurance activities follow the guidance out-
lined by IEEE Standard 730-1998 illustrated in Error! Reference source not found..
Most of the Scheidt & Bachmann software processes are standard applications that
are developed as part of the CORE software modules. Based on system design, it is
not required to change any of these CORE processes in order to comply and add
functionalities to the system (customization). These processes are documented as
described within this section. The documentation of All outer-layer processes and all
NEW processes, which are modified/added to comply with the customer specific
requirements, are updated accordingly.
2.4 Installation
Scheidt & Bachmann has years of experience installing our devices for agencies both
large and small. Scheidt & Bachmann will provide a forecasted Installation Plan to the
City of Fort Collins at design review. A detailed installation plan will be made available
as the installation date draws near and timing of activities is mutually agreed to between
S&B and the City of Fort Collins.
During installation, S&B will provide storage and work facilities except those specifically
provided by the City of Fort Collins for the purpose. The City of Fort Collins will provide
space for S&B trailers or storage containers if needed to meet S&Bs installation efforts.
2.5 Training
Scheidt & Bachmann will provide a training program to educate and teach personnel in
all details of the TVMs and FareGo Data system to enable them to operate, service and
maintain the equipment. Classroom sizes will be organized so each trainee will have
one-on-one training with the hardware and software.
The training program will include training for administration, operations, maintenance
and IT functions. Both formal and informal instruction, models, manuals, diagrams and
component catalogs will be utilized.
Scheidt & Bachmann will perform the training at the City of Fort Collins facilities. When
possible, actual equipment provided to the City of Fort Collins shall be utilized in training
to offer trainees real world, hands-on experience. Any devices used in training will be
fully tested at the completion of training to ensure they are in proper working order.
The trainer from Scheidt & Bachmann will explain step-by-step the different procedures
for operating and maintaining the system. Comprehensive overview drawings and
operational manuals will be used during training sessions. Each student will be required
to perform actual "hands-on" procedures. Scheidt & Bachmann will utilize the technical
information directly from the manuals.
Successful completion of a written quiz and a hands-on demonstration of all elements of
the lesson will be required from each student. Each student will receive a training
certification for the attended training session.
In general, all Scheidt & Bachmann Instructors will have the following skills:
Good English language communications skills
Well versed in object oriented instruction
Good electrical/electronic and mechanical background.
Solid software skills and familiarity with Fare Collection Systems software
Extensive field experience with Fare Collection Systems
2.6 Warranty
Subject to final negotiation, Scheidt & Bachmann is proposing the following standard
warranty. The warranty will begin on the installation of the first device, and end 12
months following System Acceptance.
Scheidt & Bachmann warrants as follows:
(a) under normal use and service, the fare collection hardware equipment to be
provided by Scheidt & Bachmann under the Contract (collectively the Equipment), will
be free from physical defects in material and workmanship at the time delivered and
subject to normal wear and tear and replacement cycles thereafter.
(b) Under normal use and service, software developed by Scheidt & Bachmann and
to be provided by Scheidt & Bachmann under the Contract (collectively the Software)
will perform substantially in compliance with the agreed written specifications (excluding
"bugs" or minor discrepancies, inconsistencies, brief interruptions, and other flaws that
do not materially impact performance of the intended functions).
Scheidt & Bachmann will remedy Defects in Equipment and Software in accordance
with the warranty procedures set out herein. A Defect will be defined as a material
deviation of the Equipment or Software from the warranties defined above, provided that
the relevant Defect is reproducible on Scheidt & Bachmanns test system.
Exclusions
Scheidt & Bachmanns obligation to remedy Defects will be excluded if:
(a) A Defect is the result of normal wear and tear, vandalism, misuse, operator error,
unauthorized modifications, improper use, improper maintenance, negligent acts or
omissions of the Customer or Force Majeure Events;
(b) A Defect caused by design, material, software or interfaces provided by
Employer.
Consumables and wear parts that have reached their normal lifetime are not covered by
the warranties. Further, Defects caused by consumables and wear parts will not be
considered for the calculation of agreed reliability measures.
The Customer is obliged to protect data in compliance with manuals provided by
Scheidt & Bachmann and to take appropriate data security measures and protective
measures against viruses and other external influences. Scheidt & Bachmann will not
be responsible for the reproduction of lost data.
Warranty Period
The warranty period for all Equipment and Software will end 12 months from System
Acceptance.
At the end of the warranty period as defined herein, the warranty expires for all
Equipment, Software and exchange / spare parts.
Warranty Procedures
The Customers warranty rights require that it inspects the delivered goods upon receipt
and notifies Scheidt & Bachmann promptly in writing, but not later than one week after
receipt, of any obvious Defect. Further, Scheidt & Bachmann must be notified of any
hidden/latent Defects immediately, but latest within five (5) days upon discovery. It is a
condition that the Defect, or the cause of the Defect, must be demonstrated to have
existed at the date of transfer of risk.
The Customer may submit a warranty claim to Scheidt & Bachmann for any
Equipment/Software that suffers a Defect. A warranty claim must include a description
of the Defect and the problem experienced and must be made within five (5) business
days from the detection of such Defect. If, based on Scheidt & Bachmanns workbench
analysis, Scheidt & Bachmann determines the Customers warranty claim is not covered
under this warranty, Scheidt & Bachmann will notify the Customer in writing. Scheidt &
Bachmanns notification will list each item in the Customers warranty claim that it
believes is not covered by this warranty and will include a written analysis of its reason
for denying the Customers warranty claim.
Defective Equipment returned to the designated Scheidt & Bachmanns repair center
will be repaired or replaced, at Scheidt & Bachmanns sole discretion, in less than 30
days from receipt of the defective material. Where the repair or replacement will take
more than 30 days, Scheidt & Bachmann is allowed to provide a provisional solution
until repair/replacement of the defective Equipment is finalized. Scheidt & Bachmann
may use spare parts that are purchased by the Customer to replace a failed or defective
part. The Customer will maintain an adequate inventory of operational spares (based
on Scheidt & Bachmanns recommendation) which are necessary to maintain the
Equipment during the warranty period. The responsibility of Scheidt & Bachmann is
limited to the cost of the defective part.
Unless otherwise agreed in writing, Scheidt & Bachmanns warranty obligations do not
include preventive maintenance or on-site services and Scheidt & Bachmann will not be
responsible for any on-site costs associated with the repair or replacement of any
defective components.
In the event of a Defect in Software or design, Scheidt & Bachmann will present to the
Customer a plan to resolve the Defect within a timely manner, including reasonable
timelines for correction.
Any shipping charges accruing in connection with defective/repaired parts will be borne
by the Customer for shipping to Scheidt & Bachmanns repair facility and by Scheidt &
Bachmann for shipping to the Customer's premises. Repaired parts will be delivered to
a location designated by the Customer.
Third Party Components / Third Party Software
The warranties for third party components / third party software (e.g. Microsoft, Oracle)
embedded in Scheidt & Bachmanns fare collection products are subject to the warranty
and license conditions of the respective third party.
or on-site) will be defined in the Change Order. Technical and end-user training
will depend on complexity of upgrade.
Help desk support for the system will be available in the Burlington service centre
Warranty $ 55,340.00
Project Management Costs
Support Costs $ 41,880.00
Year 2 $ 59,830.00
Year 3 $ 59,830.00
Year 4 $ 59,830.00
Year 5 $ 59,830.00
Table 2 TVM Equipment, Warranty and Maintenance
TVM Installation Preventive Maintenance On-Site Maintenance (Two Business Days)
Quantity
21 21 21
(21 each)
Cost/unit $ 39,890.00 $ 5,200.00 $ 1,060.00
Manufacturer
Extended
Support Costs
Year 2 $ 1,060.00
Year 3 $ 1,060.00
Year 4 $ 1,060.00
Year 5 $ 1,060.00
Electronic Fare
3.0.6 N N
Media Option
Electronic Smart
3.0.7 Y Y
Cards Option
Fare Set
3.0.8 Y Y
Configuration
Fare Set
3.0.9 Download and Y Y
Deployment
Data Access to
3.0.10 Y Y
TVMs
3.0.11 Cash Acceptance Y Y
Credit Cards
3.1.1 Y Y
Accepted
PCI DSS
3.1.2 Y Y
Compliance
Real Time
3.1.3 Y Y
Processing
Cancellation Prior
3.1.4 Y Y
to Sale
Customer
3.2 Interface
Requirements
3.2.1 Design Y Y
3.2.2 Back-lighting Y Y
3.2.3 Glare Y Y
3.2.4 User Interface Y Y
Interface
3.2.5 Y Y
Selection
Information
3.2.6 Y Y
Display
3.2.7 User Instructions Y Y
User Interface
3.2.9 Y Y
ADA Compliance
TVM Security
3.3
Access Control
3.3.1 Design Security Y Y
3.3.2 Interior Access Y Y
3.3.3 Cash Vaults Y Y
3.3.4 Intrusion Alarms Y Y
3.3.5 Mounting Y Y
3.4 Installation
3.4.1 TVM Installation Y Y
3.4.2 Design Space N Y
Ethernet
3.4.3 Connection and Y Y
Electrical Power
Installation Compliant with all points
3.4.4 Y Y
Responsibilities except for traffic control.
Training and
3.5 Y Y
Documentation
City Furnished
3.5.1 Training Related Y Y
Items
Use of Actual
3.5.2 Equipment as Y Y
Training Aids
Training Program
3.5.3 Y Y
Plan
3.5.4 Description Y Y
Training Delivery
3.5.5 Y Y
Schedule
Contractor's
3.5.6 Training Y Y
Experience
Weekly
3.7.4 Y Y
Conference Calls
Monthly Progress
3.7.5 Y Y Y
Status Updates
Initial Activities
3.7.6 Y Y
Meeting
Design and
3.7.7 Configuration
Control
Design Principles
3.7.7.1 Y Y
and Reviews
Equipment
Administrative Level
Redundant Central-Database Server
High Speed Ticket Production Units
High Speed Smart Card Production Units
Retail Sales Terminals for global ticket selling
Bus-System
1600 Fareboxes - including all money handling equipment
Subway / Rail-System
600 Fare Vending Machines (Full Service, Cashless, Validators)
50 Ticket Office Machines
650 Fare Gates
Project Volume
Currently $85,000,000.
Contractual Status of Scheidt & Bachmann USA, Inc
Prime Contractor
Project Description
The MBTA Boston Project represents a complete integrated Automated Fare collection
System for the Boston area. This includes the Bus-System and the Subway-System.
Based on the same fare media (Ticket, card) & tariff system it is now possible to
provide, to the customers of MBTA, convenient transfers between the two systems.
Frequent riders are able to use cards (magnetic- or Smart Cards) for convenient
multiple uses throughout the system (including autoload and manual re-load at FVMs
and TOMs). Project wide Smart Card media integration is one of the key elements of
this project. The contactless smart card media will be used as Payment type (Money
Value, Multiple Ride Pass), VIP Discount Pass with Picture ID (Senior, Student, VIP
Pass), Prepaid Time Duration Pass (Weekend, week, month, ) or as an Account
Based Monthly Card. Easy, convenient, and quick to use and fast processing are some
of the main objectives realized in this project through the use of the smart card product.
Revenue reporting, online Card tracking and system wide blocking, Account
Management, and global system control are only some of the highlights of the
operational side of the Authority; all implemented using the same modular structure and
design of the system components all over the entire system network.
Credit / Debit Card - Clearing House Provider
Fifth Third Bank
Payment Methods Fare Media
Cash (coins and bills) Magnetic stripe tickets from rolled
Cashless (credit / debit) stock
Stored Value (smart-card based Smart Card (Mifare Classic) for
and magnetic stripe card) passes and stored value.
Key Features
Maintenance of System Data Software Version Management
Archive & Purge Download of System Data and
Software
Upload of Sales Data and Alarm Management
additional technical data for job
scheduling
Account Management System wide Card Tracking
(magnetic stripe and Smart and blocking (Fraudulent Use
Cards) check)
Maintenance Scheduling Revenue Service Scheduling
Reconciliation of credit card Revenue auditing & reporting
transaction
Central User Management
Project History
Project award in February 2003
Installation Silver-line (farebox-pilot) January 2005
Installation Blue-line (subway) April 2005
Roll-out: spring 2006
Customer Contact
Utah Transit Authority
3600 South 700 West
Salt Lake City, UT 84119
Proj Manager: Mr. Travis Baxter
Telephone: +1 (801) 237-1950
TBaxter@rideuta.com
Customer Contact
Regional Transportation District
1600 Blake Street
Denver, CO 80202
Proj Manager: Frank Buczkowski
Telephone: +1 (303) 299-2464
Frank.Buczkowski@rtd-fastracks.com
Equipment Project Volume
Administrative Level Contractual Status of Scheidt &
Bachmann USA, Inc
Complete Central Server System
Magnetic Fare Media Prime Contractor
Rail-System
Supply and installation of 40 Ticket
Vending Machines
Supply and installation of 90 Stand-
alone Validators
Supply and installation of 3 Faregate
aisles
Customer Contact
Port Authority of Allegheny County
345 Sixth Avenue
Pittsburgh, PA 15222
Proj Manager: Mr. Tom Noll
Telephone: +1 (412) 566-5273
tnoll@portauthority.org
Equipment Project Volume
Administrative Level Contractual Status of Scheidt
& Bachmann USA, Inc
Complete Central Server System
Contactless Fare Media Prime Contractor
Bus-System
Supply and installation of 900 Fareboxes
Supply and installation of Garage Systems with
18 vaulting systems
Supply and installation of 40 Ticket Vending
Machines
Supply of 100 Agency and 3rd Party Sales
Terminals
Project Manager
The proposed project manager is Mr. Bernd Hoene. It is anticipated that he will spend
about 75 % to 100% of his time on this project, depending on the stage the project is at.
Bernd has broad experience with technology implementation, both at Scheidt &
Bachmann, and at other organizations he has worked for. He also has extensive applied
expertise in Scheidt & Bachmanns project management processes, which will enable
him to effectively assign work and monitor work by the rest of his team and the
participating departments, ensuring the project delivers the system specified on time.
Documentation Manager
Name Dale Hedrick
Years Experience With Scheidt & Bachmann since 2000; 18 years prior
experience in other Firms/Industries
Title Manager, Technical Documentation & Training
Education B.A. Business Commerce
Related Project Boston MBTA (Documentation & Training Manager)
Experience Phoenix (Documentation & Training Manager)
Las Vegas Monorail, Las Vegas, NV (Documentation
Manager)
Houston Metro (Documentation Manager)
Sound Transit - Seattle, WA (Documentation Manager)
Regional Transit District - Sacramento, CA (Documentation
Manager)
Others
Manufacturing Manager
Name Gustav Held
Years Experience With Scheidt & Bachmann since 1987
Title Director of Manufacturing, S&B USA
Education 1994: Diploma Engineer, Electronic Engineering
Related Project Head of the S&B Production Department
Experience Involved in all production for US projects
Contracts Manager
Name Joseph McGrath
Years Experience With Scheidt & Bachmann since 03/2003, other firms since
1979
Title Contracts Manager
Education Incorporated Law School of Ireland, Solicitor
University College of Dublin, Bachelor of Civil Law
Related Project Oversees all company contract activities
Experience
Quality Assurance
Name Udo Paffrath, Dr. rer. nat.
Years Experience With Scheidt & Bachmann since 1990
Title Director of Quality Management
Education Degree in Physics, University of Cologne 1986
Related Project Oversees all company quality activities
Experience
Quality Assurance
Responsible Executive S&B Project Manager
Head
David Macaulay Bernd Hoene
Dr. Udo Paffrath
Installation
Subcontractor
6 Availability
Availability of Scheidt & Bachmann personnel will vary greatly based on the stage of the
project and the persons role. Throughout the project however, there will always be a
key member of the Scheidt & Bachmann team available. At almost all times, your
project manager will be available to support you.
Project Manager The Project Manager will be the primary point of contact
through the project. From the beginning to the end the Project
Manager will remain an active member of the team.
Technical Project The Technical Project Manager will be involved largely in the
Manager beginning of the project during the design phase. They will
also be involved during installation phase to a lesser degree,
and any other time where they may be needed.
Maintenance Service After the Project Manager, the Service Manager will be the
Manager person whom Fort Collins has the most interaction with. From
the beginning the Service Manager is involved training his
team on the new equipment. After production is completed,
the Maintenance Service Manager and his team perform the
actual installs of equipment. After the newly installed system
goes live, the primary point of contact changes from the Project
Manager to the Service Manager as responsibilities are
transitioned.
Quality Assurance The Quality Assurance Manager plays a critical role during the
Manager production and development phases of the project. They are
available afterwards if there is a need to discuss quality
matters regarding the project.
Please refer to Section 1.3 - Draft Project Schedule for a list of tasks and estimated
times. As the schedule is a draft both the tasks involved in the project and the times for
each task may change.
The following hourly rates apply for out of scope contract labor. Pricing does not
include travel costs and expenses.
9 Addendum
10 Attachments
Table of Contents
1 INTRODUCTION ................................................................................................................... 3
5 DEFINITIONS ..................................................................................................................... 12
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1 Introduction
This appendix defines further general regulations for this Service Level Agreement.
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Clearing of ticket jams with regard to the fol- Cleaning of banknote system with special
lowing components: cleaning pad
Ticket Feed/Cut Unit
Ticket Printer (ticket path)
Magstripe Read/Write Unit(ticket path)
Ticket Stock Holders
Service Commands : Cleaning of credit card reader device with
Restarting Machine <093> special cleaning pad
Reset Coin Problems <090>
Switching Machine Off/On Cleaning of ticket issuing device with re-
gard to feed/cut unit and read/write unit
Technical Printouts
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which is a back to back hardware agreement with a third party supplier of these sys-
tems.
The Hardware Service Level documents will include all necessary information with
regard to reaction times, response times and resolution of errors. Furthermore, the
Hardware Service Level document will have its own clauses with regard to duration
and termination which is not necessarily bound to this SLA.
If FareGo Data or workstations are bought by the Customer from a third party sup-
plier (and therefore not from the Supplier) then the Customer is fully responsible for
the Hardware maintenance.
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The Customer shall provide IT support for the daily operational activities required to
maintain the operation of the FareGo Data system, the workstations and the Local
Device Controller (if applicable), e.g. back-up procedures of servers, handling of
back-up tapes, user account maintenance, rebooting servers or monitoring of the
hardware.
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1
This Service Level Agreement is provided under the general assumption that it will be appended to a
contract with mutually agreed terms and conditions, including limitation of Suppliers liability (with ex-
clusions of liability for consequential or indirect damage, and loss of revenue and profit and reason-
able limitation of liability for direct damage), payment and invoicing procedures, price adjustment and
taxes, term and termination of contract, change control and dispute resolution procedure and a force
majeure clause
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5 Definitions
The definitions below replace those of the main contract clauses.
3rd Party Update means a change to software supplied by a third party supplier
where it is technically possible to install the change with the mechanisms set out in
the Scope of Work and without further configuration or design changes to the Suppli-
ers software.
3rd Party Upgrade means a change to software supplied by a third party supplier
which will be installed as a result of the Change Control Procedure. A 3rd Party Up-
grade is any change to third party software that incorporates major changes, such as
but not limited to:
A major release of a 3rd Party software
Significant new features in the 3rd Party software
A new or changed license model of the 3rd Party software
AFC (Automated fare collection) System The sum of all Supplied Equipment and
software components that are installed to enable automated fare collection. These
are for example Machines, Gates, back office servers and workstations.
Back Office System the sum of all servers and software that are centrally installed
to configure, maintain or support the Field Devices. The main components of a Back
Office System are the FareGo Data system and the credit card authorisation.
Charge - is the amount of money paid per annum for all installed Supplied Equip-
ment (to avoid misunderstanding the Charge applies to each equipment type : for
example a TVM, a Gate, a Validator or a Back Office System) and fees for Services
defined in this Service Level Agreement.
Charge per Period - is the amount of money paid per Period for all installed Sup-
plied Equipment (to avoid misunderstanding the Charge per Period applies to each
equipment type : for example a TVM, a Gate, a Validator or a Back Office System)
and fees for Services defined in this Service Level Agreement)
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FareGo Data is software provided by the Supplier to the Back Office that provides
features to configure and monitor Field Devices and support accounting and report-
ing. The scope for the support is the functionality ordered and agreed at the time
when the Agreement is signed.
Defect - means a material deviation of the Supplied Equipment or the Software from
its written specification. A Defect must be reproducible on the Suppliers test system
or the Customers system.
Down A Field Device or Server of the Back Office System is Down when it is not
Operational.
Down Time - is the time span for which a device of the Supplied Equipment is not
Operational. In relation to each device, Down Time starts with the Report Time and
ends after the Resolution Time span.
End User Facing Applications Those applications of the Back Office System that
are directly required to operate the ticket sales processes, such as, but not limited to:
Credit/Debit authorisation, Internet retailing.
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Fares Data is the information provided by RSP that defines the full set of UK rail
ticket fares that may be vended by a Machine.
Field Devices means all TVMs, Gates, Farebox and/or Validators covered by this
agreement.
Fleet Defect - is a failure or malfunction that occurs on several Field Devices (mini-
mum of five (5)) that is repetitive in nature (minimum of three (3) occurrences in a
Period) and which is due to an identical root cause. Fleet Defects are those failures
or malfunctions that emerge after installation of the device or after installation of a
New Version. Fleet Defects exclude those failures or malfunctions which have been
documented during the Suppliers factory test.
Functional Specification - means the Suppliers technical specification for the de-
vices of the Supplied Equipment.
Hardware Upgrade means any change to the existing hardware of any Machine
that is not the result of the resolution of a Defect by the Supplier under its mainte-
nance obligation.
Improper Use - means use of the Supplied Equipment or Software by the Customer
or an End User that is not in accordance with operating instructions reasonably
specified by the Supplier or any supplier of 3rd party components.
Hot List - is the set of the commonly used rail tickets vended by a specific Machine
defined by virtue of its location.
Incident - means a problem arising with one or more devices of the Supplied Equip-
ment and reported as a Defect or Software Issue Report.
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Local Control Unit - means a PC that is typically located at a station to monitor and
maintain basic functionalities of Gates installed at this station and has been supplied
under the Supply Agreement.
Locations - means the Customers locations where the devices of the Supplied
Equipment are installed.
Machine - means the Suppliers Self Service Ticket Issuing Terminals being subject
to the Services to be provided.
Minor Applications those applications within the Back Office System that are not
relevant for daily operations of the AFC, such as (but not limited to) test facilities or
Archive & Purge Servers.
Operating Manuals - means the operating manuals supplied to the Customer relat-
ing to the use of the Supplied Equipment.
Period - defines a period of 28 days which starts on a Monday and ends on a Sun-
day.
Progress Update Time - is the date and time at which the Customer requests any
progress report for an Incident from the Suppliers Help Desk.
Report Time - is the date and time when the Suppliers Help Desk first receives an
Incident reported by the Customer. For the purpose of this SLA, receiving shall
mean the earlier of
the time when a call is actually received during Operating Service Times of
the Suppliers Help Desk or a call related to a high priority incident is re-
ceived by the On-call Service
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the next time that the Suppliers Help Desk opens according to Service
Times. (when the Customer leaves a message with the Suppliers Help
Desk outside Operating Service Times on the mailbox or by email),
Server Farm the sum of all servers that together form the Customers Back Office
System.
Service Module The definition of part of Managed Services which provides support
for a specific process or feature. Service Modules cannot be further split or broken
down.
Service Project Initialisation is the first phase of the Service delivery project
where necessary agreements are made between Supplier and Customer before the
Service can be implemented.
Service Reports - means the electronic and/or paper management reports provided
by the Supplier to enable the Customer to monitor this SLA as further explained in
chapter 2.3 in the main SLA document.
Services - means the software and hardware services to be provided by the Supplier
to the Customer under this SLA,.
Single Direction Mode - is a mode where one Aisle can only be used in one direc-
tion.
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Supplied Equipment - means all equipment supplied under the Supply Agreement
which are Field Devices and Back Office Servers, unless specifically excluded under
this Agreement.
Suppliers Help Desk - means the facility described in chapter 2.1 in the main SLA
document, that is provided by the Supplier for managing the interface between the
Customer and the Supplier for resolution of Incidents.
Third Party Software - is software that forms part of the Supplied Equipment but not
originally produced by the Supplier. This particularly refers to Microsoft Windows,
Oracle, virus protection software and the like.
TOM - means the Suppliers Ticket Office Machines being subject to the Services to
be provided hereunder
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Update - is a New Version of Software required to correct Defects. Updates may in-
clude generic enhancements free of charge as determined by the Supplier.
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This Appendix describes Service Modules within the Scheidt & Bachmann service offering. This document is only
valid and shall be construed in conjunction with the Service Level Agreement main document to which it is at-
tached.
It remains the property of Scheidt & Bachmann. It is provided solely for the purpose of supplier qualification. The
content is confidential and may not be disclosed to any third party or used for any other purposes.
This document is based on template version 1.9.
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Table of Contents
1 Software Maintenance
1.1 Why Software Maintenance?
The stability of the software in fare collection systems is extremely important for the
availability of the complete system and the acceptance of your customers. Further on
you as an operator need a stable tool with high availability for your daily processes
such as transfer of sales data, reporting or tariff maintenance. In this context it needs
also to be considered that the software for a fare collection system consists of differ-
ent software components from different suppliers (Scheidt & Bachmann, Microsoft,
Oracle, etc.). The software maintenance from S&B considers all this and with this
service S&B can offer you:
A stable system with high availability of the devices and the back office
system.
Software Defects are solved with Updates or Patches. The general procedure is to
solve the Defects with planned Updates but Patches will be delivered between the
planned Updates, if necessary, for Critical Failures as mutually agreed.
1.2.2.1 Updates
Software Issue Reports that are classified as Software Defects shall be recorded,
investigated and corrected by the Supplier in batches. Software corrections arising
from each batch shall (as far as reasonably possible) be issued by the Supplier in the
form of a single software Update to be applied to all of the Customers devices.
The Update is based on the latest applicable release from the Supplier and may also
include enhancements as determined by the Supplier.
The Supplier shall deliver an Update every other per year.
The Supplier will test the Update before providing it to the Customer (please refer
also to chapter 1.2.7), these tests and necessary test equipment, as seen needed by
the Supplier, is included in the offered price.
The planning of the Updates shall be mutually agreed. The Supplier will implement
the Update on the CSS. For the Field Devices the Supplier will make the Update
available for the Customer and the Customer will follow the procedures as defined in
1.2.8 for the rollout.
Apart from the applicable software the Supplier will provide the following with the Up-
date:
Release Documentation describing the content of the Update
Installation Procedure
Test Results.
The Supplier recognises that at any one time the version of Software installed may
be different across the whole fleet of devices. In this context the Supplier accepts its
obligation to maintain and support the Supplied Equipment pursuant to this SLA.
1.2.2.2 Patches
If necessary to resolve Critical Failures in the Suppliers Software the Supplier shall
deliver Software patches between the scheduled Updates. The scheduling for these
patches will be mutually agreed.
1.2.6 Upgrades
1.2.6.1 General
Software Issue Reports that are classified as Software Enhancements (Supplier
Software or 3rd Party) will be delivered as Upgrades and progressed under the
Change Control Procedures and are not covered by this SLA..
1.2.7 Testing
Supplier and Customer will agree to a set of test cases that will be used to verify the
Updates. These test cases will be defined in writing and will be approved by Custom-
er and Supplier as the test cases to be used where test will only and exclusively in-
corporate the given set of test cases.
The set of test cases will be updated before a new test begins and shall be mutually
agreed between Supplier and Customer.
Supplier and Customer will always use the exact same test cases.
Supplier and Customer will make sure that the software on their respective test sys-
tems equals the live system as far as possible. No test shall be allowed that is ap-
plied to a test system that is already under another test.
Due to the nature of a Patch the test cases used to test the Patch will be agreed on a
case by case basis. Typically they are a subset of the set of test cases already de-
fined with one or more additional test cases needed to verify the Patch.
Due to the nature of an Upgrade the test cases used to test the Upgrade are created
with the specification of the Upgrade.
Each step requires an evaluation phase in order to proceed with the next step. A rec-
ommendation for this evaluation phase is one week.
The Customer checks the download and successful installation of up-
date/upgrade/tariff to the Field Devices.
In case that the procedures to change the live system are not followed and support
from the Supplier is required Supplier may charge its cost to the Customer.
Table of Contents
1 OVERVIEW .......................................................................................................................... 3
1.1 DEFINITIONS .............................................................................................................................. 3
1.2 INTRODUCTION .......................................................................................................................... 3
1.3 SCOPE OF SERVICES .................................................................................................................. 3
1.3.1 Help Desk and Service Management ...................................................................... 3
1.3.2 Preventive Maintenance ......................................................................................... 3
1.3.3 Software Maintenance ............................................................................................ 3
1.3.4 General SLA Regulations ....................................................................................... 4
1.4 COMMENCEMENT OF SERVICES ............................................................................................... 4
1.5 SERVICE PROVIDER ................................................................................................................... 4
1 Overview
1.1 Definitions
The Definitions that are used in this document and the related appendices can be
found in Appendix General SLA Regulations.
1.2 Introduction
This SLA describes:
The Services that the Supplier shall provide to the Customer during
the Term;
The Customer responsibilities under this Service Level Agreement;
The specific remedies that would apply in the event that the Services
provided by the Supplier fall short of the Level of Availability;
Out of Scope Work and specific exclusions to the Services
This SLA refers to the Supplied Equipment delivered under contract no. XYZ (the
Supply Contract).
sively to keep a stable system. The Software Maintenance includes also regular 3rd
party verification.
This service is further detailed in Appendix SWM.
2 Core Services
2.1 Suppliers Help Desk
2.1.1 General
The Supplier shall provide a Suppliers Help Desk to which the Customer shall report
all Incidents concerning the Supplied Equipment for which it requires the Suppliers
help (Suppliers Help Desk).
Communication between the Customers staff and the Suppliers Help Desk shall be
by telephone and/or by electronic interface (e-mail or online form).
Every Incident notified by the Customer to the Help Desk shall be given a unique In-
cident Number and the Help Desk shall provide this Incident Number to the Customer
at the time of its first response to the Customer.
The Customer shall be entitled to contact the Suppliers Help Desk at any time during
Operated Service Times for information on the progress of all Incidents. The Cus-
tomer shall specify the Incident Number when requesting a progress update from the
Suppliers Help Desk.
The Suppliers Help Desk shall be responsible for monitoring the progress of resolu-
tion by the Supplier of all Incidents. It is supported by an appropriate fault tracking
software such that all Incidents can be accurately recorded and monitored.
Priority Incidents
The default priority for any other Incident not listed here is 3 Moderate.
An Incident may be reprioritised according to the above classifications in the event of
misinterpretation, arrival of new information or a partial solution being implemented.
Equipment Operating
24/7
time
For all other defect priorities, the Customer will be able to leave messages with an
automated messaging service. Answers to Incidents placed with the automated mes-
saging system will be given during Operated Service Time.
Average reaction time for Operated Service Time On-Call Service Time
In the event that the Customer requests more than five (5) such requests for advice
and guidance in any one Period and that those requests could reasonably have been
resolved by the Customer using the Operating Manuals and training already provided
by the Supplier, then the Supplier shall be entitled to charge the Customer any addi-
tional costs it reasonably incurs in providing such advice and guidance.
2.3.5 Reporting
Service Reports shall be provided once per Period by the Supplier to enable all the
parameters documented in this SLA to be measured and monitored.
The Customer accepts that not all information may be provided for the first six (6)
calendar months following the Start Date. The Supplier shall make reasonable en-
deavours to make the reports fully available at the earliest opportunity.
Service Reports shall be made available to the Customer in electronic form in a
printable format (e.g. PDF format).
3 Covered Components
The following table summarizes the Supplied equipment covered by this SLA:
TVM 21
CSS 1
This Appendix describes Service Modules within the Scheidt & Bachmann service offering. This document is only
valid and shall be construed in conjunction with the Service Level Agreement main document to which it is at-
tached and further applicable appendices.
It remains the property of Scheidt & Bachmann. It is provided solely for the purpose of supplier qualification. The
content is confidential and may not be disclosed to any third party or used for any other purposes.
This document is based on template version 1.8.
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Table of Contents
1 Preventative Maintenance
Preventative Maintenance shall mean regular scheduled maintenance activities re-
quired to pre-empt the development of Defects in the Supplied Equipment, so as to
minimise unscheduled Down Time (Preventative Maintenance).
Preventative Maintenance shall be implemented through a program of site visits by
Maintenance Engineers to each device of the Supplied Equipment at a frequency to
be proposed by the Supplier and approved by the Customer. The Customer shall not
unreasonably withhold approval of this program. In the first instance the frequency of
Preventative Maintenance shall be no less than shown in the table below. In no event
shall the frequency of Preventative Maintenance site visits to any one Field Device,
as listed below, be less than once every six calendar months.
4 8 12 4 8 12
4 8 12 4 8 12
The Supplier shall provide monthly updates to the schedule of planned Preventative
Maintenance activities for a forward period of three months. The schedule will include
all devices of the Supplied Equipment to be serviced with each month. The Supplier
will reschedule all Preventative Maintenance work once a month and include delayed
Preventative Maintenances in the next months schedule.
Preventative Maintenance visits shall be carried out between 09:00 and 17:00 Mon-
day to Friday. The Supplier shall conduct the Preventive Maintenance activities in a
manner designed to minimise disruption to the Customers business.
Preventative Maintenance shall be carried out in accordance with a Checklist to be
developed and maintained by the Supplier. The Checklist will be submitted by the
Supplier to the Customer for approval (such approval not to be unreasonably with-
held). At the time of the Start Date, the agreed Checklist for the Machines is defined
in Appendix 1. The Checklist will specify all checks and Preventative Maintenance
activities to be carried out by the Maintenance Engineer at the devices during each
visit. The Maintenance Engineer will record the results of all checks and activities on
the Checklist.
Defects discovered with the device whilst carrying out the checks shall be rectified by
the Maintenance Engineer at that visit wherever practical. In the event that Defects
cannot be rectified at the scheduled visit then they shall be recorded for handling un-
der Remedial Maintenance.
The Supplier shall retain Checklist records (as part of the Audit records) for every
maintenance visit and shall make these available upon request to the Customer.
shall be made available to the Customer upon request.
If requested by the Customer the Supplier will provide an estimate, for budgetary
purposes only, for spare parts likely to be needed and repair costs. The actual cost,
according to the Suppliers Spare parts and Repair list, may be lower or higher.
Based on the actual yearly cost such estimate may be mutually reviewed on a yearly
basis.
As described below, using some features also operates as your consent to the transmission of certain
standard computer information for Internet-based services.
By using the software, you accept these terms. If you do not accept them, do not use or copy the
software. Instead, contact Scheidt & Bachmann to determine its return policy for a refund or credit.
If you comply with these license terms, you have the rights below.
1. Use Rights.
You may use the software on the device with which you acquired the software.
2. Additional Licensing Requirements and/or Use Rights.
a. Specific Use. Scheidt & Bachmann designed the devices to be delivered under the Agreement for a
specific use. You may only use the software for that use.
b. Other Software. You may use other programs with the software as long as the other programs
Directly support the manufacturers specific use for the device, or
Provide system utilities, resource management, or anti-virus or similar protection.
Software that provides consumer or business tasks or processes may not be run on the device. This
includes email, word processing, spreadsheet, database, scheduling and personal finance software.
The device may use terminal services protocols to access such software running on a server.
c. Device Connections.
You may use terminal services protocols to connect the device to another device running
business task or processes software such as email, word processing, scheduling or
spreadsheets.
You may allow up to ten other devices to access the software to use
File Services,
Print Services,
Internet Information Services, and
Internet Connection Sharing and Telephony Services.
Updated 5/2011
The ten connection limit applies to devices that access the software indirectly through
multiplexing or other software or hardware that pools connections. You may use unlimited
inbound connections at any time via TCP/IP.
3. Scope of License. The software is licensed, not sold. This agreement only gives you some rights to
use the software. Scheidt & Bachmann and Microsoft reserve all other rights. Unless applicable
law gives you more rights despite this limitation, you may use the software only as expressly
permitted in this Agreement. In doing so, you must comply with any technical limitations in the
software that allow you to use it only in certain ways. For more information, see the software
documentation or contact Scheidt & Bachmann. Except and only to the extent permitted by
applicable law despite these limitations, you may not:
Work around any technical limitations in the software;
Reverse engineer, decompile or disassemble the software;
Make more copies of the software than specified in this agreement;
Publish the software for others to copy;
Rent, lease or lend the software; or
Use the software for commercial software hosting services.
Except as expressly provided in this Agreement, rights to access the software on the devices to be
delivered under the Agreement do not give you any right to implement Microsoft patents or other
Microsoft intellectual property in software or devices that access the devices to be delivered under the
Agreement.
You may use remote access technologies in the software such as Remote Desktop to access the
software remotely from another device. You are responsible for obtaining any licenses required for use
of these protocols to access other software.
Remote Boot Feature. If the Scheidt & Bachmann enabled the device Remote Boot feature of the
software, you may
(i) use the Remote Boot Installation Service (RBIS) tool only to install one copy of the software
on your server and to deploy the software on licensed devices as part of the Remote Boot
process; and
(ii) use the Remote Boot Installation Service only for deployment of the software to devices as
part of the Remote Boot process; and
(iii) download the software to licensed devices and use it on them.
For more information, please refer to the device documentation or contact Scheidt & Bachmann.
Internet-Based Services. Microsoft provides Internet-based services with the software. Microsoft
may change or cancel them at any time.
a. Consent for Internet-Based Services. The software features described below connect to
Microsoft or service provider computer systems over the Internet. In some cases, you will not
receive a separate notice when they connect. You may switch off these features or not use them.
For more information about these features, visit
http://www.microsoft.com/windowsxp/downloads/updates/sp2/docs/privacy.mspx.
By using these features, you consent to the transmission of this information. Microsoft does
not use the information to identify or contact you.
b. Computer Information. The following features use Internet protocols, which send to the
appropriate systems computer information, such as your Internet protocol address, the type of
operating system, browser and name and version of the software you are using, and the language
code of the device where you installed the software. Microsoft uses this information to make the
Internet-based services available to you.
Web Content Features. Features in the software can retrieve related content from
Microsoft and provide it to you. To provide the content, these features send to Microsoft
the type of operating system, name and version of the software you are using, type of
Updated 5/2011
browser and language code of the device where the software was installed. Examples of
these features are clip art, templates, online training, online assistance and Appshelp.
These features only operate when you activate them. You may choose to switch them off
or not use them.
Digital Certificates. The software uses digital certificates. These digital certificates
confirm the identity of Internet users sending X.509 standard encrypted information. The
software retrieves certificates and updates certificate revocation lists. These security
features operate only when you use the Internet.
Auto Root Update. The Auto Root Update feature updates the list of trusted certificate
authorities. You can switch off the Auto Root Update feature.
Windows Media Player. When you use Windows Media Player, it checks with Microsoft
for
Compatible online music services in your region;
New versions of the player; and
Codecs if your device does not have the correct ones for playing content. You can
switch off this feature. For more information, go to:
http://microsoft.com/windows/windowsmedia/mp10/privacy.aspx.
Windows Media Digital Rights Management. Content owners use Windows Media
digital rights management technology (WMDRM) to protect their intellectual property,
including copyrights. This software and third party software use WMDRM to play and
copy WMDRM-protected content. If the software fails to protect the content, content
owners may ask Microsoft to revoke the softwares ability to use WMDRM to play or
copy protected content. Revocation does not affect other content. When you download
licenses for protected content, you agree that Microsoft may include a revocation list with
the licenses. Content owners may require you to upgrade WMDRM to access their
content. Microsoft software that includes WMDRM will ask for your consent prior to the
upgrade. If you decline an upgrade, you will not be able to access content that requires
the upgrade. You may switch off WMDRM features that access the Internet. When these
features are off, you can still play content for which you have a valid license.
c. Misuse of Internet-based Services. You may not use these services in any way that could
harm them or impair anyone elses use of them. You may not use the services to try to gain
unauthorized access to any service, data, account or network by any means.
4. Windows Update Agent (also known as Software Update Services). The software on the device
includes Windows Update Agent (WUA) functionality that may enable your device to connect to and
access updates (Windows Updates) from a server installed with the required server component.
Without limiting any other disclaimer in this Microsoft Software License Terms or any EULA
accompanying a Windows Update, you acknowledge and agree that no warranty is provided by MS,
Microsoft Corporation or their affiliates with respect to any Windows Update that you install or
attempt to install on your device.
5. Product Support. Contact Scheidt & Bachmann for support options. Refer to the support number
provided with the device.
6. Backup Copy. You may make one backup copy of the software. You may use it only to reinstall the
software on the device.
7. Proof Of License. If you acquired the software on the device, or on a disc or other media, a genuine
Certificate of Authenticity label with a genuine copy of the software identifies licensed software. To
be valid, this label must be affixed to the device, or included on or in Scheidt & Bachmanns software
packaging. If you receive the label separately, it is not valid. You should keep the label on the device
or packaging to prove that you are licensed to use the software. To identify genuine Microsoft
software, see http://www.howtotell.com.
8. Transfer to a Third Party. You may transfer the software only with the device, the Certificate of
Authenticity label, and these license terms directly to a third party. Before the transfer, that party must
Updated 5/2011
agree that these license terms apply to the transfer and use of the software. You may not retain any
copies of the software including the backup copy.
9. Not Fault Tolerant. The software is not fault tolerant. Scheidt & Bachmann installed the
software on the device and is responsible for how it operates on the device.
10. Restricted Use. The Microsoft software was designed for systems that do not require fail-safe
performance. You may not use the Microsoft software in any device or system in which a malfunction
of the software would result in foreseeable risk of injury or death to any person. This includes
operation of nuclear facilities, aircraft navigation or communication systems and air traffic control.
11. No Warranties for the Software. The software is provided as is. You bear all risks of using it.
Microsoft gives no express warranties, guarantees or conditions. Any warranties you receive
regarding the device or the software do not originate from, and are not binding on, Microsoft or
its affiliates. When allowed by your local laws, Scheidt & Bachmann and Microsoft exclude
implied warranties of merchantability, fitness for a particular purpose and non-infringement.
12. Liability Limitations. You can recover from Microsoft and its affiliates only direct damages up
to two hundred fifty U.S. Dollars (U.S. $250.00). You cannot recover any other damages,
including consequential, lost profits, special, indirect or incidental damages.
This limitation applies to:
Anything related to the software, services, content (including code) on third party internet
sites, or third party programs; and
Claims for breach of contract, breach of warranty, guarantee or condition, strict liability,
negligence, or other tort to the extent permitted by applicable law.
It also applies even if Microsoft should have been aware of the possibility of the damages. The
above limitation may not apply to you because your country may not allow the exclusion or
limitation of incidental, consequential or other damages.
13. Export Restrictions. The software is subject to United States export laws and regulations. You must
comply with all domestic and international export laws and regulations that apply to the software.
These laws include restrictions on destinations, end users and end use. For additional information, see
www.microsoft.com/exporting.
Updated 5/2011
ORACLE End User License Agreement
With respect to embedded ORACLE programs and/or services which are distributed to __________ (the End
User) hereunder, the End User, by operation of the Scheidt & Bachmann system, agrees to the following
specific ORACLE End User License Requirements:
(1) Use of the programs that are subject to this End User License Agreement is limited to ______________
as an executor of the End User License Agreement; if End User rejects this ORACLE End User License
Agreement, ORACLE does not grant End User license to use the ORACLE Embedded Software
included in the Scheidt & Bachmann system. In that case End User shall not be entitled to use
ORACLE Embedded Software together with the delivered system.
(2) Use of the programs is restricted to the scope of the application package licensed hereunder and to the
internal business operations of the End User; the scope of the expressly permitted business operations
referred to herein is the management of fare collection equipment in the scope of S&B Fare Collection
Systems delivered by Scheidt & Bachmann to the End User;
(3) ORACLE , Scheidt & Bachmann or its licensors retain all ownership and intellectual property rights to
the programs;
(4) Under this End User License Agreement, certain prohibitions and limitations apply to the End User,
which include, but are not limited to those expressly set out herein. In the event of any doubts regarding
the End Users rights under this End User License Agreement, the End User shall only contact Scheidt &
Bachmann clarification.
(a) transfer of the programs except for temporary transfer in the event of computer malfunction if the
application package embeds the programs in a physical device;
(b) assigning, giving, or transferring the programs and/or any services ordered or an interest in them to
another individual or entity (and if End User grants a security interest in the programs and/or any
services, the secured party has no right to use or transfer the programs and/or any services);
(c) installation or configuration of the programs separately and independently from the application
package;
(d) access to the programs (by means of embedded tools or any other means) other than through the
application program of Scheidt & Bachmann;
(e) database maintenance other than through a shell application provided by Scheidt & Bachmann;
(f) direct access of the database or use of ORACLE supplied APIs for any purposes (including, but not
limited to, the purpose of establishing the transfer of data);
(g) use of the programs for rental, timesharing, subscription service, hosting, or outsourcing;
(h) the removal or modification of any program markings or any notice of Oracles or its licensors
proprietary rights;
(i) making the programs available in any manner to a third party for its use in the third partys business
operations (unless such access is expressly permitted for the specific program license); and
(j) title to the programs passing to the End User or any other party;
(6) The End User shall not review any data or run any ad-hoc query report through a script not
preconfigured by Scheidt & Bachmann and as part of the application package. For greater certainty, all
information from the programs shall only be accessed by the End User either through pre-packaged
reports, or ad-hoc reports that are developed by Scheidt & Bachmann and which are included in the
application package, and which do not require or permit the End User to navigate the underlying data
scheme.
(7) In the event that the End User has been provided with a web-interface, the End User shall not be
allowed to change the web pages if this would be in violation of the End Users general obligation not to
navigate the underlying data scheme.
(8) The End User shall not be allowed to request to add an interface to Scheidt & Bachmanns application
package unless the End User specifically declares that such interface is non-proprietary to the End User
and Scheidt & Bachmann determines in its sole discretion that the interface can be added to its standard
software.
(9) Reverse engineering (unless required by law for interoperability), disassembly or decompilation of the
programs as well as the duplication of the programs except for a sufficient number of copies of each
program for the End Users licensed use and one copy of each program media are prohibited (the
foregoing prohibitions include but are not limited to review of data structures or similar materials
produced by programs);
(13) Publication of any results of benchmark tests run on the programs are prohibited;
(14) End User is required to comply fully with all relevant export laws and regulations of the United States
and other applicable export and import laws to assure that neither the programs, nor any direct product
thereof, are exported, directly or indirectly, in violation of applicable laws;
(15) End User is notified that the programs are subject to a restricted license and can only be used in
conjunction with the application package. End User is not permitted to modify the programs;
(16) End User shall not require ORACLE to perform any obligations or incur any liability not previously
agreed to between Scheidt & Bachmann and ORACLE ;
(17) Scheidt & Bachmann shall be permitted to audit End Users use of the program, and the End User shall
provide reasonable assistance or access to information in the course of such audit and permit Scheidt &
Bachmann to report the audit results to ORACLE . Alternatively, Scheidt & Bachmann may choose to
assign its right to audit the End Users use of the programs to ORACLE . Neither ORACLE nor Scheidt
& Bachmann shall be responsible for any of End User`s costs incurred in cooperating with the audit;
(18) ORACLE is designated as a third party beneficiary of the end user license agreement;
(20) Some programs may include source code that ORACLE may provide as part of its standard shipment of
such programs, which source code shall be governed by the terms of the End User License Agreement.
(21) Third party technology that may be appropriate or necessary for use with some ORACLE programs is
specified in the application package documentation or as otherwise notified by Scheidt & Bachmann.
Such third party technology is licensed to end user only for use with the application package under the
terms of the third party license agreement specified in the application package documentation or as
otherwise notified by Scheidt & Bachmann and not under the terms of the end user license agreement.
Status 10/2012
SCHEIDT & BACHMANN USA, INC.
31 NORTH AVENUE, BURLINGTON, MA
Licensee Name:
Licensee Address:
This Software License Agreement (Agreement) sets forth the terms and conditions on which Scheidt &
Bachmann USA, Inc. (Licensor), a Delaware corporation with offices at 31 North Avenue, Burlington,
Massachusetts, grants and [Licensee Name] (Licensee), a [Licensee state] corporation, accepts, a
license as set forth herein to use the Licensed Technology. In consideration of the mutual covenants and
agreements set forth herein, Licensor and Licensee agree to all of the provisions of this Agreement,
including the provisions of this Cover Page, the Software License Terms and Conditions attached hereto,
and any schedules and exhibits attached hereto, or documents expressly referenced above or described
herein, all of which are incorporated by reference herein, and all of which together constitute the
Agreement.
Accordingly, intending to be legally bound, Licensor and Licensee have executed this Agreement as of
the Effective Date set forth above.
By:____________________________ By:____________________________
Name: Name:
Title: Title:
LIBC/4295358.5
SOFTWARE LICENSE TERMS AND CONDITIONS
1. Definitions. For all purposes of this protection law, trade secret law, trademark
Agreement, the terms defined below, when used law, and any and all similar proprietary
with initial capital letters, shall have the rights, including without limitation, all
following meanings: applications and registrations relating to
the foregoing. The term Intellectual
(a) Bit Pattern means a specific defined bit
Property Rights includes such rights as
organization with bit value definitions,
they exist as of the execution of this
containing information regarding the
Agreement, and all such rights as
position, organization, grouping, and
subsequently acquired by a party to this
meaning of different fields in the memory
Agreement during the Term. Reference in
of a fare medium now in existence or
this Agreement to Licensor owned
developed in the future, including, but not
Intellectual Property Rights, shall also
limited to, a smart card or magnetic ticket.
include Intellectual Property Rights owned
(b) Change of Control with respect to a by Licensors parent company.
person means a sale of all or substantially
(i) License means the license granted by
all the assets of such person or a merger,
Licensor to Licensee as provided in
sale of stock, or other transaction in which
Section 2.
one person or a group of persons acting in
concert acquire at least a majority of the (j) Licensee means the entity identified on
equity interests and voting power in such the Cover Page as the Licensee.
person.
(k) Licensed Software means the
(c) Contract Documents means proprietary computer software program(s)
[__________]. identified as Licensed Software on the
Cover Page, including any maintenance
(d) Cover Page means the first page of this
releases, bug fixes, or other changes made
Agreement, containing information with
to the Licensed Software that are delivered
respect to Licensee and the License, and
to Licensee by Licensor under this
bearing the signatures of the parties.
Agreement and/or the System Contract.
(e) Documentation means the standard user [Licensed Software shall not include any
manuals and standard operator instructions Third Party Software delivered by
issued by Licensor in conjunction with the Licensor to Licensee for which Licensee
Licensed Software, and shall specifically must procure a license to use such
exclude any source code, source code software from the licensor thereof prior
printouts, flow charts, software listings, to any use of such software with the
systems documentation, and programming Licensed Software.]
documentation.
(l) Licensed Technology means the
(f) Effective Date means the Effective Date Licensed Software and the Documentation.
set forth on the Cover Page.
(m) Licensees Public Transit System shall
(g) Escrow Agreement means the Iron mean the regional public transit system
Mountain Three-Party Master Escrow operated by Licensee in [location], for
Service Agreement (Deposit Account No. which Licensor supplies and installs the
[__]). Licensor System in accordance with the
(h) Intellectual Property Rights means any System Contract.
rights which exist now or shall exist in the (n) Licensor Proprietary Information has the
future under copyright law, patent law, meaning set forth in Section 12(b)(i).
industrial design rights law, semiconductor
production law, data and database
LIBC/4295358.5
(o) Licensor System means the [Scheidt & (ii) To make one (1) additional copy of
Bachmann Automated Fare Collection the Licensed Software and
System] substantially specified in the Documentation for back-up or
System Contract and that is to be used as a archival purposes; and
means of fare collection in the Licensees
(iii) To use the Documentation as
Public Transit System.
reasonably necessary for its internal
(p) Fare Medium Encoding Format End use related to the License granted
Product means the encoding Bit Pattern under subsection 2(a)(i) above, except
representing the corresponding unique that prior to the disclosure of any
definition of how to apply the Bit Pattern Documentation to its employees, the
to Licensees tariff system. Licensee requires that each such
employee be instructed with regard to
(q) System Contract means the contract
this Agreement, read this Agreement,
entered into between Scheidt & Bachmann
and comply with the terms of this
USA, Inc. and the Licensee, for the supply
Agreement.
and installation of the Licensor System as
means of fare collection in the Licensees (b) Reserved Rights. Any rights not expressly
Public Transit System. granted in Section 2(a) are reserved by
Licensor. Without limitation of the
(r) Term means the period commencing on
foregoing, Licensor reserves the right to
the Effective Date and continuing until
license the Licensed Technology to others
termination of this Agreement.
on such terms as Licensor may establish in
(s) Territory means the territory of [_____]. its sole discretion. Licensee acknowledges
(t) Third Party Software means the that no exclusive right of any kind is
software referenced on the Cover Page as granted to Licensee by the terms of this
Third Party Software and other software Agreement. Licensee shall promptly
developed by third parties, including notify Licensor of any infringement or
standard commercially available software, violation of Licensors Intellectual
required to be provided under the System Property Rights that come to the attention
Contract and/or this Agreement, and all of Licensee.
documentation concerning such software. (c) Limitations and Restrictions. It is
expressly understood and agreed that the
2. License.
License is subject to the following
(a) License Grant. Subject to the terms and limitations and restrictions:
conditions of this Agreement, and as of the
Effective Date, Licensor grants to Licensee (i) Licensee may not use the Licensed
solely within the Territory a non-exclusive, Software except as specified in the
non-transferable, perpetual, limited right System Contract, and solely for the
and license during the Term hereof as purposes of the operation and use of
follows: the Licensor System in conjunction
with the Licensees Public Transit
(i) To install and use the Licensed System.
Software in object code form only as
delivered pursuant to this Agreement (ii) Licensee may not distribute the
and/or the System Contract and Licensed Technology, or any copy
consistent with the use limitations of thereof, by transfer, lease, loan or any
Section 2(c) for the purposes of the other means, or make it available for
operation and use of the Licensor use by others in any manner,
System in conjunction with including without limitation by any
Licensees Public Transit System; time-sharing, service bureau or
similar arrangement.
2
LIBC/4295358.5
(iii) Licensee shall not remove, obliterate, Technology shall be deemed accepted by
obscure, or conceal the proprietary Licensee in accordance with the acceptance and
notices or legends which appear on testing procedures adopted in the Contract
the Licensed Technology, and shall Documents, as may be modified in writing from
reproduce such notices or legends on time to time.
all copies of the Licensed
4. Consideration.
Technology, or of any part of the
Licensed Technology, made under (a) Consideration. In consideration of the
Section 2(a)(ii). License granted under Section 2(a),
Licensee agrees to pay any fees mutually
(iv) Licensee has no right to obtain or
agreed upon in the Contract Documents in
have access to the source code or
accordance with the terms set forth therein.
systems and programming
documentation of the Licensed 5. Other Obligations of Licensee.
Software or any part thereof. The (a) Installation, Maintenance and Other
Licensed Technology and all Services. Except as otherwise provided in
information related thereto shall be a separate service or maintenance
subject to Licensees obligations of agreement between the parties, or in the
confidentiality under Section 12(b). System Contract, Licensee shall be solely
(v) Licensee may not alter, modify, adapt responsible for its installation and use of
or create derivative works from the the Licensed Software, and Licensor shall
Licensed Technology, and shall have no obligation or responsibility with
further use all due diligence to protect respect thereto.
the Licensed Technology from such (b) Consulting Services. This license
alterations, modifications, or agreement does not provide for any
adaption. Licensee may not, and may consulting services. Any consulting
not permit any third party to, services provided by Licensor are
decompile, disassemble, translate, or governed by a separate written services
otherwise reverse engineer the agreement, or by the System Contract.
Licensed Software or any part
thereof. (c) Recordkeeping and Access. Licensee
agrees to maintain reasonable records with
(vi) Licensee is required to purchase a respect to its installation and use of the
separate license for each copy of the Licensed Software, including without
Licensed Software it installs in limitation records identifying the computer
accordance with the System Contract. on which the Licensed Software is
For avoidance of doubt, Licensee is installed from time to time and identifying
required to purchase a separate all individuals having access to the
license to install the Licensed Licensed Software, and to retain all such
Software in connection with testing or records for a period of at least six (6) years
training facilities. from the date of their creation. Licensee
(vii) Except as otherwise expressly set shall make such records and the computer
forth in this Agreement, no other on which the Licensed Software is
rights in the Licensed Technology are installed available for inspection by
granted. Licensor or its representatives at any time
during normal business hours upon
3. Delivery and Acceptance. Licensor shall
request. Licensee shall promptly pay
deliver to Licensee the Licensed Technology in
Licensor any applicable fees identified in
accordance with the project schedule adopted in
the Contract Documents at Licensors then
the Contract Documents, as may be modified in
current rates, and related finance charges
writing from time to time, and the Licensed
as provided in the Contract Documents for
3
LIBC/4295358.5
any reproduction, installation, use or Format End Product to a third party(s) under a
distribution of the Licensed Technology in license agreement in which Licensee retains its
excess of the rights conferred under the ownership rights in the Fare Medium Encoding
License. Licensee shall also pay Licensor Format End Product. Any such license
its expenses for any such inspection which agreement shall be on terms not less restrictive
discloses underpayment of amounts due to than the terms in this Agreement, and shall
Licensor greater than ten percent (10%) of obligate the third party to acknowledge that it
the fees identified in the Contract does not obtain any ownership rights in
Documents. Licensors Intellectual Property Rights.
Licensor retains ownership rights to the
(d) Export Control Compliance. Licensee
magnetic ticket encoding, smart card encoding
understands that the Licensed Technology
or other encoding Bit Pattern development
and the information contained therein are
process, to the process for implementing the
subject to restrictions on export under the
Standardized Encoding Format into a fare
Export Administration Regulations of the
collection system, to any derivation of this Bit
U.S. Bureau of Export Administration and
Pattern and to the definition of how to apply any
other applicable laws, in addition to
derived Bit Pattern to any tariff system other
restrictions imposed by this Agreement.
than Licensees tariff system. Upon final
Licensee agrees to comply with all such
acceptance and receipt of all payments due
restrictions at all times.
under the System Contract, Licensor shall
(e) Notice of Certain Events. Licensee agrees transfer to Licensee ownership of and complete
to give prompt written notice to Licensor if responsibility for the unique security
at any time Licensee becomes aware that mechanisms, including security encryption keys,
any person has received, used, or had if applicable, and unique identifiers in the Fare
access to any Licensor Proprietary Medium Encoding Format End Product.
Information in violation of Licensors
8. Third Party Software.
rights therein.
(a) Third Party Licenses. Licensor shall
6. Source Code. For avoidance of doubt, the
obtain all requisite licenses to Third Party
licenses granted hereunder to the Licensed
Software (Third Party Licenses) as
Software are limited to the object code of the
required under the System Contract, and
software, and no source code whatsoever will be
Licensee shall make reasonable efforts to
provided to the Licensee under this Agreement.
procure Third Party Licenses that permit
Escrow of source code material will be
the Third Party Software to be installed
established in accordance with the terms of the
and used as part of the Licensor System.
Escrow Agreement. Licensor shall not be
Use of any Third Party Software shall be
responsible for updating, maintaining,
subject to the license conditions of the
escrowing, troubleshooting, or documenting
respective third party that owns the Third
software that has been altered by Licensee or by
Party Software. Licensor shall not be liable
any third party.
for damages arising from use of Third
7. Standardized Encoding Format. If the Party Software or by Licensees failure to
System Contract requires Licensor to supply use Third Party Software in accordance
Standardized Encoding Formats for the installed with the relevant Third Party License.
Licensor System, then upon final acceptance and Upon request, Licensor shall provide
receipt of all payments due under the System Licensee with evidence of such Third
Contract, Licensor shall transfer to Licensee Party Licenses and requisite rights. The
ownership of the Fare Medium Encoding Format number of licenses for Third Party
End Product. For the avoidance of doubt, the Software is specifically limited to the
System Contract shall not require the Licensor number required in the System Contract.
provide Standard Encoding Formats. Licensee Licensee acknowledges that no Intellectual
shall only deliver the Fare Medium Encoding Property Rights will be transferred to the
4
LIBC/4295358.5
Licensee in relation to the Third Party (d) Compliance With All Third Party End
Software. To the extent that Licensor User License Conditions. Licensee hereby
requires access to additional Third Party acknowledges and hereby agrees to
Software in order to comply with the terms comply fully with any and all end user
of the Contract Documents or any license conditions of Third Party Licenses,
warranty obligations with respect to the including without limitation the Oracle and
Licensor System, components or related Microsoft end user license conditions, and
equipment, Licensee shall procure the agrees to indemnify and hold harmless the
license to such Third Party Software. Licensor from any claims, losses, or
damages, whatsoever, resulting from or
(b) Oracle License. With respect to
caused by Licensees and/or Licensees
embedded ORACLE software, the
sub-licensees failure to comply with any
license agreement between ORACLE
applicable end user license conditions for
and Licensor provides for requirements
Third Party Software or with any third
that must be transferred to and binds
Party Licenses.
Licensee as the end user of such embedded
ORACLE software under this (e) If Licensee wishes to modify its use any
Agreement. The current ORACLE end Third Party Software, differing from that
user license requirements are set forth originally required under the System
separately in [Appendix 1] hereto, and Contract, it is the responsibility of
incorporated by reference into this Licensee to obtain any corresponding
Agreement. Licensee acknowledges and licenses from the provider of the Third
agrees to the ORACLE end user license Party Software.
requirements set forth in [Appendix 1].
Licensee further agrees that these
requirements are subject to change by 9. No Warranties. Licensor does not make
ORACLE from time to time and that the any express or implied warranties, conditions, or
most current version shall apply. Upon representations to Licensee, any of its affiliates
request, Licensor shall provide the most or any other party with respect to the Licensed
current version to Licensee. Technology or any services provided hereunder
or otherwise regarding this Agreement, whether
(c) Microsoft License. With respect to
oral or written, express, implied, or statutory.
embedded Microsoft software, the license
Without limiting the foregoing, any implied
agreement between Microsoft Corporation
warranty or condition of merchantability,
and Licensor provides for requirements
noninfringement, or fitness for a particular
which must be transferred to and also
purpose are expressly excluded and disclaimed
binds Licensee as the end user of such
to the fullest extent allowed by law. Licensor
embedded Microsoft software under this
does not warrant that the Licensed Technology
Agreement. The current Microsoft
will meet the Licensees requirements or
requirements are set forth separately in
expectations, or that the Licensed Technology
[Appendix 2] hereto, and incorporated by
will operate uninterrupted or error-free, or that
reference into this Agreement. Licensee
all Licensed Technology errors will be
acknowledges and agrees to these specific
corrected.
Microsoft end user license requirements
set forth in [Appendix 2]. Licensee 10. Related Services. This Agreement does
further agrees that these requirements are not provide for the performance of any
subject to change by Microsoft from time installation, training, customization, support,
to time and that the most current version maintenance or other services with respect to the
shall apply. Upon request, Licensor shall Licensed Technology. Licensor shall have no
provide the most current version to obligation to provide, and Licensee shall have
Licensee. no right to receive, any such services except as
may be provided in a separate written agreement
5
LIBC/4295358.5
signed by a duly authorized officer of Licensor. modify or replace the Licensor
Except as set forth in a written agreement signed Technology or otherwise secure for
by Licensor, any services performed by Licensor Licensee the right to continue using the
for Licensee or at Licensees request shall be Licensor Technology, Licensor may
subject to charge on a time-and-materials basis terminate this Agreement and, upon
at Licensors standard rates. termination, return to it of all copies of the
Licensed Technology licensed hereunder
11. Indemnification.
and all remedies and recourse shall be
(a) By Licensor. Subject to the terms set forth subject to the terms set forth in the
in the Contract Documents, Licensor shall Contract Documents. Notwithstanding the
defend or settle any third party suit or foregoing, the foregoing defense and
proceeding brought against Licensee based indemnity obligations shall not apply to
upon a claim that the Licensed Software any Claim based upon or arising from
constitutes an infringement of any existing (a) use of the Licensed Software in a
and valid U.S. copyright, patent, trademark manner for which it was not designed or
or trade secret in the United States (any not in accordance with applicable
such suit or proceeding, a Claim), Documentation, (b) any modification of
provided that Licensee: (i) promptly the Licensed Software by any party other
notifies Licensor in writing of such Claim than Licensor, (c) any use of the Licensed
(ii) promptly gives Licensor the right to Software in combination with hardware or
control and direct the investigation, software not provided or authorized by
preparation, defense and settlement of such Licensor, or (d) use of the Licensed
Claim with counsel of Licensors own Software, when use of a subsequent
choosing (provided that Licensee shall software release which Licensor has made
have the right to reasonably participate, at commercially available would have
its own expense, in the defense or avoided such infringement.
settlement of any such Claim); and
(b) By Licensee. Licensee hereby agrees to
(iii) gives assistance and full cooperation
indemnify Licensor, and hold it harmless,
for the defense of same. Subject to
against any loss or damage that may be
Licensees compliance with the foregoing
suffered by Licensor, and any claims that
requirements and further subject to Section
may be made against Licensor by a third
11(c) below, Licensor shall pay all
party, as a direct or indirect result of the
damages and costs awarded by a court of
use by Licensee of the Licensed
competent jurisdiction against Licensee in
Technology, or of any breach of
such Claim or amounts payable pursuant to
Licensees covenants herein.
a settlement agreed to by Licensor, but
shall not be responsible for any cost, (c) Limitation of Liability. Licensor and its
expense or compromise incurred or made third-party vendors shall have no liability
by Licensee without Licensors prior for any monetary damages or other relief
written consent or for any lost profits or arising out of or related to this Agreement,
other damage or loss suffered by Licensee. regardless of the form of action, in
If any Licensor Technology is in the contract, tort or otherwise. In any event, if
opinion of Licensor likely to or does the limitation imposed by the preceding
become the subject of a claim of sentence is determined to be inapplicable
infringement, Licensor may, at its sole or unenforceable in any particular case,
option, procure for Licensee the right to Licensors and its third-party vendors
continue using the Licensor Technology, maximum total liability for all matters
modify the affected materials to become arising under or related to this Agreement,
non-infringing, or replace it with non- regardless of the form of action, in
infringing Licensor Technology. If contract, tort or otherwise, shall be limited
Licensor is not reasonably able to so to the amount of the applicable fees paid
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LIBC/4295358.5
by Licensee in accordance with the (b) Confidentiality.
Contract Documents. IN ANY EVENT,
(i) For purposes hereof, Licensor
NEITHER LICENSOR NOR ANY OF
Proprietary Information shall mean
ITS THIRD-PARTY VENDORS SHALL
(A) the Licensed Technology and any
UNDER ANY CIRCUMSTANCES BE
and all information with respect
LIABLE FOR ANY LOSS OF
thereto, and any and all derivative
REVENUE, LOSS OF PROFIT, LOSS OF
works of the Licensed Technology,
DATA, SPECIAL, INCIDENTAL,
and (B) any other information that is
CONSEQUENTIAL, PUNITIVE OR
disclosed by Licensor to Licensee
OTHER INDIRECT DAMAGES IN
under or in connection with this
CONNECTION WITH ANY MATTER
Agreement, in oral, written, visual,
ARISING UNDER OR RELATED TO
electronic or other form, provided that
THIS AGREEMENT, EVEN IF
Licensor Proprietary Information
LICENSOR WAS AWARE OF THE
shall not include any such information
POSSIBILITY OF SUCH DAMAGES.
that (1) is generally known to the
12. Proprietary Rights and Confidentiality. public or in the trade, or becomes so
generally known without breach of
(a) Proprietary Rights. The Licensed
this Agreement by Licensee; (2) is
Technology and all proprietary rights
shown by written record to have been
therein, including without limitation any
known to Licensee without restriction
and all copyrights, patents, trademarks,
of confidentiality prior to its
and trade secret rights with respect to any
disclosure by Licensor hereunder; or
of the Licensed Technology, shall be and
(C) is disclosed to Licensee without
remain at all times the property of
restriction of confidentiality by a third
Licensor, and Licensee shall have no right,
party who is not in breach of an
title or interest therein except as expressly
obligation of confidentiality to
provided herein. The foregoing shall also
Licensor in making such disclosure.
apply to any derivative works of or
improvements to any of the Licensed (ii) Licensee acknowledges that the
Technology that are made either by Licensor Proprietary Information
Licensor or by Licensee, or by any person constitutes trade secrets and
under contract to either of them. Licensee proprietary information of great value
agrees to assign, and does hereby assign, to Licensor. Licensee shall keep
to Licensor any right, title or interest confidential the Licensor Proprietary
which it may have or obtain in any Information and all copies or physical
derivative works of the Licensed embodiments thereof in its
Technology which it has developed or may possession, and shall limit access to
in the future develop, and will upon the Licensor Proprietary Information
Licensors request execute and deliver to those of its personnel who (A) have
such instruments of transfer and other a demonstrable need for such access
documents to effect, complete and confirm in connection with Licensees use of
such assignment. Licensee agrees that it the Licensed Technology as permitted
will not take any action to jeopardize, by this Agreement and (B) have
limit, or interference with Licensors executed written confidentiality
proprietary rights. Licensee agrees not to agreements establishing protection for
remove, deface, diminish, or obscure in the Licensor Proprietary Information
any way, any proprietary notices of reasonably equivalent to the
ownership, copyright notices, logos, and provisions of this Section 12(b).
trademarks that are contained on or in any
(iii) Licensee shall not seek to reverse
of the Licensed Technology.
engineer, reverse assemble or
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LIBC/4295358.5
decompile any part of the Licensor general assignment for the benefit of
Proprietary Information in an attempt creditors, or files a voluntary petition in
to discover any of the proprietary bankruptcy or for reorganization or
algorithms or techniques or other arrangement under the bankruptcy laws, or
trade secrets of Licensor embodied if a petition in bankruptcy is filed against
therein or used in the development Licensee and is not dismissed within 30
thereof, and Licensee shall not allow days after the filing, or if a receiver or
any of its personnel or Licensees or trustee is appointed for all or any part of
any other person to do so. the property or assets of Licensee; (v) if
both parties sign a mutual agreement to
(iv) Licensee shall not use any part of the
terminate this Agreement; or (vi) the
Licensor Proprietary Information in
Licensor System supplied by Licensor to
any manner other than as expressly
Licensee is discontinued from service.
authorized under this Agreement or
otherwise in writing by Licensor. (c) Rights and Obligations on Termination.
Upon any termination of this Agreement
(v) Licensee shall secure and protect the
the License granted under this Agreement
Licensor Proprietary Information and
shall terminate, and Licensee shall
any and all copies thereof in its
immediately cease all use of the Licensed
possession through security measures
Technology and return to Licensor all
at least as protective as those used by
copies, notes, memoranda, and other
Licensee to maintain the security of
tangible embodiments of Licensor
its own proprietary source code and
Proprietary Information in its possession
information of a similar nature and
or under its control, or destroy all such
value, and in any event no less than a
tangible embodiments and certify such
reasonable degree of security.
destruction in writing to Licensor. Upon
13. Term and Termination. such termination, all rights and obligations
(a) Term. The term of the License and of this of the parties under this Agreement shall
Agreement shall commence upon the cease except that (i) Licensee shall remain
Effective Date and shall continue until obligated to make any payment due or to
termination of this Agreement. become due under this Agreement;
(ii) Licensee obligations under Section
(b) Termination. Licensee shall be deemed to 12(b) shall continue and survive such
be in default under this Agreement, and termination; and (iii) the provisions of
Licensor may terminate this Agreement in Sections 1, 5, 6, 8, 9 and 10, Section 11(b),
whole or in part by written notice to Section 11(c), Section 12, and this Section
Licensee, in the event of the occurrence of 13(c) shall remain in effect.
any of the following: (i) if Licensee
violates the confidentiality provisions of (d) The termination of this Agreement or any
Section 12(b) of this Agreement, or uses, license shall not limit either party from
reproduces, distributes or sublicenses any pursuing any other remedies available to it,
of the Licensed Technology in any manner including injunctive relief.
not authorized by the License granted 14. General.
herein; (ii) if Licensee assigns, attempts to
(a) Entire Agreement. This Agreement
assign or is deemed to have assigned this
contains the entire understanding of the
Agreement contrary to the provisions of
parties about the license terms of the
Section 14(e); (iii) if Licensee fails to
Licensed Technology. It supersedes and
observe or perform any term or condition
replaces all prior or contemporaneous
of this Agreement and does not cure such
understandings or agreements, written or
failure within 30 days after written demand
oral, regarding such subject matter, and
by Licensor; (iv) if Licensee makes a
prevails over any conflicting terms or
8
LIBC/4295358.5
conditions contained on printed forms this Agreement without Licensors consent
submitted with purchase orders, sales shall be null and void.
acknowledgments or quotations.
(f) Severability. In the event that any
(b) Amendment. This Agreement may not be provision of this Agreement is found to be
amended or modified, in whole or part, unenforceable, such provision will be
except by a writing signed by duly reformed only to the extent necessary to
authorized representative of both parties. make it enforceable, and such provision as
so reformed will continue in effect, to the
(c) Waivers. No provision or part of this
extent consistent with the intent of the
Agreement or remedy hereunder may be
parties as of the Effective Date. If any
waived except by a writing signed by a
provision or part of this Agreement will, to
duly authorized representative of the party
any extent, be or become invalid, illegal or
making the waiver. Any such waiver shall
unenforceable, the remainder of this
be narrowly construed to apply only to the
Agreement will continue in effect, and
specific provision and under the specific
every other provision of this Agreement
circumstances for which it was given, and
will remain valid and enforceable to the
shall not apply with respect to any
full extent permitted by applicable law. In
repeated or continued violation of the same
such event, the invalid or unenforceable
provision or any other provision. Failure
provision shall be reformed only to the
or delay by either party to enforce any
extent necessary to make it enforceable,
provision of this Agreement will not be
and such provision as so reformed will
deemed a waiver of future enforcement of
continue in effect, to the extent consistent
that or any other provision.
with the intent of the parties as of the
(d) Relationship of Parties. Nothing in this Effective Date.
Agreement shall be construed to place
(g) Remedies. The remedies provided herein
Licensor and Licensee in an agency,
are cumulative, and may be exercised
employment, franchise, joint venture, or
either successively or concurrently. The
partnership relationship. Neither party will
parties acknowledge that any breach of the
have the authority to obligate or bind the
conditions and restrictions contained in
other in any manner, and nothing herein
this Agreement may cause irreparable
contained shall give rise or is intended to
harm to a party, and/or third parties, and
give rise to any rights of any kind to any
that monetary damages would not be
third parties. Neither party will represent
adequate protection in certain cases. It is
to the contrary, either expressly, implicitly
therefore agreed that any party affected by
or otherwise.
any such breach may seek injunctive or
(e) Assignment; Change of Control. Licensee other equitable relief, as appropriate, from
may not assign this Agreement, or a court in the event of such breach.
sublicense, transfer, sell, assign, or
(h) Force Majeure. Neither party shall be
distribute any of the rights granted herein,
liable to the other party for failure or delay
in whole or in part, without the prior
in performance of any obligation under
written consent of Licensor, which consent
this Agreement, directly or indirectly,
may be withheld at the sole discretion of
owing to war, acts of terrorism, natural
Licensor. For purposes of the foregoing, a
disasters, embargoes, riots, strikes, and
Change of Control with respect to
other events beyond its control. In the
Licensee shall be deemed to be an
event that such failure or delay occurs, the
assignment, and shall give rise to
affected party shall notify as soon as
Licensors right to terminate this
possible the other party of the occurrence
Agreement under Section 13(b). Any
thereof, and the parties shall negotiate in
attempt by Licensee to assign or transfer
any of the rights, duties or obligations of
9
LIBC/4295358.5
good faith a fair resolution to the failure or
delay in performance.
(i) Notices. All notices under or related to
this Agreement will be in writing and will
reference this Agreement. Notices will be
deemed given when: (i) delivered
personally; (ii) sent by confirmed telecopy
or other electronic means; (iii) three (3)
days after having been sent by registered
or certified mail, return receipt requested,
postage prepaid; or (iv) one (1) day after
deposit with a commercial overnight
carrier, with written verification of receipt.
All communications will be sent to the
addresses set forth on the Cover Page or
such other addresses designated pursuant
to this Section 14(i).
(j) Governing Law. This Agreement is made
under and will be governed by and
construed in accordance with the laws of
the Commonwealth of Massachusetts,
without regard to its conflict of laws
principles, and specifically excluding from
application to this Agreement the United
Nations Convention on the International
Sale of Goods.
(k) Jurisdiction. Any legal proceedings under
or related to this Agreement shall be
subject to the exclusive jurisdiction of the
state and federal courts located in the
Commonwealth of Massachusetts. Each
party submits to the personal jurisdiction
of, and waives any objection against
jurisdiction by, such courts.
(l) Counterparts. This Agreement may be
executed in two or more counterparts, each
of which will be deemed an original, but
all of which will constitute but one and the
same instrument.
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LIBC/4295358.5
Fare collection
systems
10.4 CDRLS
Project Details
Total Percentage of all Levels (refers to Prince2 Performance Measurement System) ..%
Project Description: Description
Report Date: Date
Report Distribution: Names
Last Updated By: Project Manager
Project Status:
Management Summary
Brief description
Project Milestones
Description Baseline Forecast Complete Comment
End date End date End date
Start Delivery
Final Acceptance
Description. Description.
Prime Risks
No. of risks with 0 Number of mitigation plans 0
tolerance > 125 in place
SB-RISK-0002
Overall:
The overall project status figure is the sum of the number of stars of the individual stati (Milestones,
Project Budget, and Customer satisfaction. Every project with an Overall project status figure below 7 is
deemed to be critical.
3-6 = red
7-10 =yellow
11-15 = green
Filename definition:
HL-Report-Projectname-MMM-YY.doc MMM-YY: for reported month e.g.: Oct-2011
5)30$;%577LFNHW9HQGLQJ0DFKLQHV 3DJHRI
Fare collection
systems