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Res No 065-24-16170RESOLUTION NO. 065-24-16170 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE A MULTI-YEAR AGREEMENT WITH PASSPORT LABS, INC. FOR MOBILE PARKING PAYMENT SYSTEMS UTILIZING THE TERMS AND CONDITIONS A CONTRACT COMPETITIVELY AWARDED THROUGH OMNIA PARTNERS, A PURCHASING COOPERATIVE; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND AN EFFECTIVE DATE. WHEREAS, mobile parking payment systems allow parking customers the ability to pay for parking through the use of a smartphone or by dialing a dedicated phone number; and WHEREAS, the City of South Miami (the "City") recently expanded its mobile parking payment vendors to include both PayByPhone Us, Inc. ("PayByPhone") and ParkMobile, LLC ("ParkMobile"); and WHEREAS, the City desires to add an additional vendor, Passport Labs, Inc. ("Passport Labs") for mobile parking payment solutions in the City (the "Services"), which will provide the City's parking customers with more options when selecting a payment provider; and WHEREAS, pursuant to Article Ill, Section 5 of the City Charter, and the City's Purchasing Policy adopted by ordinance as part of the 2023/2024 FY Budget, the City's bidding process may be conducted by making purchases through other governmental agencies that have followed competitive bidding procedures similar to the City's adopted procedures; and WHEREAS, the type of services contemplated by the City has been competitively bid through the National Cooperative Purchase Alliance, a wholly owned subsidiary of Omnia Partners, which resulted in an agreement with Passport Labs attached hereto as Exhibit "A" (the "Omnia Contract"), based on competitive bidding procedures similar to the City's adopted procedures; and WHEREAS, Passport Labs has provided pricing proposals to the City, attached hereto as Exhibit "B" (the "Proposal"), and have agreed to extend the terms and conditions of the Omnia Contract to the City, including transaction fees of$0.35 per transaction; and WHEREAS, the City Commission desires to authorize the City Manager to enter into an agreement with Passport Labs for the Services, in substantially the form attached hereto as Exhibit "C" (the "Agreement") consistent with the Proposal and utilizing the terms and conditions of the Omnia Contract; and WHEREAS, the City Commission finds the Agreement for the Services to be in the best interest of the City. Page 1 of2 Agenda Item No:4. City Commission Agenda Item Report Meeting Date: May 21, 2024 Submitted by: Steven Kulick Submitting Department: Finance Department Item Type: Resolution Agenda Section: Subject: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF SOUTH MIAMI, FLORIDA, AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE A MULTI-YEAR AGREEMENT WITH PASSPORT LABS, INC. FOR MOBILE PARKING PAYMENT SYSTEMS UTILIZING THE TERMS AND CONDITIONS A CONTRACT COMPETITIVELY AWARDED THROUGH OMNIA PARTNERS, A PURCHASING COOPERATIVE; PROVIDING FOR IMPLEMENTATION, CORRECTIONS, AND AN EFFECTIVE DATE. 3/5 (CITY MANAGER) Suggested Action: Attachments: CM_v2Memo_Passport_Mobile_Parking_Payment_Sytems.docx Resolution Multi-Year Agreement Passport Labs.DOCX Exhibit A - Omnia Passport_Contract.pdf Passport_Award_Letter.pdf Exhibit B - Proposal Passport Labs.pdf Exhibit C - South Miami Agreement Passport_Contract_Response (1).pdf Passport__4th_Year_Renewal_Letter.pdf Press Release NCPA Wholly-Owned subsidary of Omnia Parnters.pdf Sun Biz Passport Labs.pdf 1 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM TO:The Honorable Mayor, Vice Mayor, and Members of the City Commission FROM:Genaro “Chip” Iglesias,City Manager DATE:May 21, 2024 SUBJECT:Selection of Passport Labs, Inc., an additional Mobile Parking Payment System Provider,using a Piggyback Agreement. RECOMMENDATION:Approval of a 5-year piggyback agreement onto the Omnia Partners Contract No. 05-51 with Passport Labs, Inc. for mobile parking payment system services. BACKGROUND: Mobile Parking Payment Systems allows parking customers the ability to pay for parking through the use of a smartphone or by dialing a dedicated phone number. The City recently expanded the mobile parking payment providers adding both PaybyPhone and Park Mobile utilizing a piggyback agreement from the City of Miami Beach. Adding Passport Labs will provide the City’s parking customers more options when selecting mobile payment providers. The original solicitation was issued by the National Cooperative Purchase Alliance (NCPA) who was acquired by Omnia Partners as a wholly owned subsidiary in December 2022. The Request for Proposal for Integrated Parking Management System was issued on October 6, 2020 and a contract to Passport Labs, Inc. was awarded on December 8, 2020. The Omnia Partners Contract includes the following term: “It should be noted that maintenance/service agreements may be issued for up to (5)years under this contract even if the contract only lasts for the initial term of the contract.NCPA (Omnia Partners) will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract." Therefore, the City many enter into a five-year contract with Passport Labs that exceeds the Omnia Partners expiration date. The contract is renewed through December 31, 2024,with a one (1) year 2 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM option to renew expiring December 31, 2025. The City may terminate the contract in whole or part with a 30-day written notice. The contract with Passport Labs Inc. includes a $0.35 per parking SESSION fee which allows parking customers to add time to expired parking sessions without incurring additional fees, unlike PaybyPhone and ParkMobile. Within the Passport Parking platform, they provide a “Merchant Validation” program which provides businesses the opportunity to subsidize paid parking through Passport's validation system. This feature gives businesses throughout the City the option to market their goods and services and gain more potential customers. Merchants can load a balance onto the validation system, set automatic balancerecharges, create validation types byname and dollar amount, and get real-time reporting of validation activity. The Merchant Validation program has no effect on the City’s parking revenues and is only an option that we currently do not have available for the businesses to use. Below is a list of a few current municipal clients, from Florida and National, for Passport Parking: Tampa St Augustine Gainesville Fort Myers Fort Myers Beach St Petersburg (in contracting) St. Pete Beach Key West Rosemary Beach Dania Beach Destin Panama City Beach Treasure Island Cape Coral Cocoa Beach Watercolor Alys Beach Holmes Beach Anna Maria Bradenton Manatee County Indialantic Seaside Bay County Pompano Beach Ocala Chicago Toronto Austin Cincinnati Montreal Portland FUNDING:$0 cost to the City, $.35 per SESSION fee to parking customers 3 CITY OF SOUTH MIAMI OFFICE OF THE CITY MANAGER INTER-OFFICE MEMORANDUM ATTACHMENTS:Resolution RFP Integrated Parking Management Contract Award Letter, December 8, 2020 Passport Labs Inc. Response and Contract No. 05-51 Piggyback Cover Agreement Year 4 Renewal Letter City of South Miami Passport Labs Proposal Press Release Acquisition of NCPA by Omnia Partners, December 6, 2022 Sun Biz Registration 4 AGREEMENT BETWEEN THE CITY OF SOUTH MIAMI AND PASSPORT LABS. INC. THIS AGREEMENT (this "Agreement") is made effective as ofthelMay 21 • 2024 l (the "Effective Date"), by and between the CITY OF SOUTH MIAMI, FLORIDA, a Florida municipal corporation (the "City"), and PASSPORT LABS, INC. a Delaware corporation, authorized and registered to do business in the State of Florida (the "Vendor"). Collectively, the City and the Vendor arc referred to as the "Parties." WHEREAS, mobile parking payment systems allow parking customers the ability to pay for parking through the use of a smartphone or by dialing a dedicated phone number; and WHEREAS, since 20 I 0, the City has utilized PayByPhone US, Inc. ("Vendor" or "Pay By Phone") for its mobile parking payment system; and WHEREAS, the City's contract with Vendor expired in September 2023, however Vendor has been honoring the terms of the contract which allows parking customers to pay $.25 per transaction, which is the lowest in the surrounding area; and WHEREAS, on November 19, 2020, Omnia Partners, a purchasing cooperative ("Omnia Partners") issued RFP No. 32-20 for "Integrated Parking Management System" and as a result of the proposals received to RFP No. 32-20, approved an agreement on December 8, 2020 with Passport Labs, Inc. pursuant to RFP No. 32-20 for mobile parking payment solutions (the "Services"); and WHEREAS, pursuant to Article Ill, Section 5 of the City Charter, and the City's Purchasing Policy adopted by ordinance as part of the 2023/2024 FY Budget, the City's bidding process may be conducted by making purchases through other governmental agencies that have followed competitive bidding procedures similar to the City's adopted procedures; and WHEREAS, the type of services contemplated by the City has been competitively bid by Omnia Pa1tners, which resulted in and agreement with Passport Labs, Inc., based on competitive bidding procedures similar to the City's adopted procedures; and WHEREAS, PASSPORT LABS, INC. has provided a pricing proposal to the City, attached hereto as Exhibit "B" (the "Proposal"), respectively, and have agreed to extend the terms and conditions of the Omnia Partners Contract to the City, including transaction fees of $0.35 per transaction; and WHEREAS, the initial term of the Omnia Partners Contract is for a period of three (3) years to December 31, 2023 with two (2) additional one (I) year options to renew through December 31, 2025; and Page 1 of 5 I of 166 WHEREAS, the City desires a five (5) agreement to be co-terminus with the City's agreements with other mobile parking payment providers, expiring March 31, 2029 and in accordance with Tab 1 of the Master Agreement of the Omnia Partners Contract, states: "It should be noted that maintenance/service agreements may be issued for up to (5) years under this contract even if the contract only lasts for the initial term of the contract. NCPA (Omnia Partners) will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract." WHEREAS, PASSPORT LABS, INC., will continue to utilize the current zones deployed throughout the City and all current PayByPhone parking signs in the City will be replaced with new multi-vendor signs, at no cost to the City, providing parking customers with the option to either use PayByPhone, Park Mobile or Passport smartphone app to pay for parking; and WHEREAS, the City Commission desires to authorize the City Manager to enter into a non-exclusive agreement with PASSPORT LABS, INC., consistent with the terms and conditions of the Omnia Pattners Contract and Scope of Services attached hereto as Exhibit "A" and the Proposal attached hereto as Exhibit "B." NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the City and the Vendor agree as follows: 1. Incorporation of Contract. The terms and conditions of the Omnia Partners Contract attached hereto as Exhibit "A" arc incorporated as though fully set forth herein. Except as otherwise specifically set forth or modified herein by the Supplemental Terms (defined in Section 2, below), all terms in the Omnia Partners Contract are hereby ratified and affirmed and shall remain unmodified and in full force and effect in accordance with its terms. 2. Supplemental Terms. The following additional supplemental terms to the Omnia Partners Contract ("Supplemental Terms") attached hereto as Exhibit "B" and are incorporated as though fully set forth herein. 3. Conflicts; Order of Priority. This document without exhibits is referred to as the "Agreement." In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, or any documents incorporated herein by reference, the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: A. First Priority: This Agreement; B. Second Priority: E-Verify Affidavit; C. Third Priority: Omnia Partners Contract. D. Fourth Priority: Proposal. 4. Defined Terms. All initial capitalized terms used in this Agreement shall have the same meaning as set forth in the Miami Beach Contract unless otherwise provided in this Agreement. Page 2 of S 2 of 166 All references to the City of Miami Beach shall be replaced with the City of South Miami where applicable. 5. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 6. Tab 1 Master Agreement General Terms and Agreement -"Payments" of the Omnia Partners Contract is hereby amended to reflect the submittal address for payment and accounts payable with the following: Accounts Payable: Finance@ cityofsouthmiamifl.gov 7. Tab 1 Master Agreement General Terms and Agreement -"Certificates of Insurance" of the Omnia Partners Contract. The City of South Miami as the Certificate Holder, as follows: CERTIFICATE HOLDER ON ALL COI MUST READ: CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33143 ci glesias @ cityofsouthmaimifl .gov 8. Public Records Requirement The following section is added to the Agreement with:: Notice Pursuant to Section 119.0701(2)(a), Florida Statutes. IF THE VENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE VENDOR'S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: Nkenga "Nikki" Payne, CMC, FCRM, City Clerk 6130 Sunset Drive, First Floor, South Miami, FL 33143 305-663-6340 npay ne @ southmiamifl.gov . 9. Notices/Authorized Representatives is added to the Omnia Partners Contract with: Notices/Authorized Representatives. Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private Page 3 of 5 3 of 166 postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 10. E-Verify Affidavit. In accordance with Section 448.095, Florida Statutes, the City requires all Vendors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity's participation/enrollment in E-Verify, please visit: https://www.e-verify .gov/fag/how-do-i-provide-proof-of-m y-participationenrollment-in-e- verify . By entering into this Agreement, the Vendor acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E-Verify requirements imposed by Section 448.095, Florida Statutes, including but not limited to obtaining E-Verify affidavits from sub Vendors; and has executed the required affidavit attached hereto and incorporated herein. [Remainder of Page Intentionally Left Blank. Signature Pages Follow.] Page 4 of 5 4 of 166 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. By: __ Genaro "Cl " Iglesias City Manager Attest: By: ---t-t-tt'-~"t---------- Nkenga ' • Payne, CMC, FCRM, City Clerk Approved as to Form and Legal Sufficiency : BY c--,'-l::_,.4-o"--'...._.~p,e-:__----- W City Addresses for Notice: City of South Miami Attn: City Manager 6130 Sunset Drive, First Floor South Miami, FL 33143 305-668-2510 (telephone) chip@southmiamifl.gov ( email) With a copy to: Weiss Serota Helfinan Cole & Bierman, P.L. Attn: City of South Miami Attorney 2800 Ponce de Leon Boulevard, Suite 1200 Coral Gables, FL 33134 larango@wsh-law.com (email) 5 of 166 PASSPORT LABS, INC: &=~-- Name: 'fwz:,5~h ~~ "1.- Title: __ C--"-£_0 _______ _ Addresses for Notice: Passport Labs, Inc. Attn: General Counsel 128 South T1y on Street, Suite 1000 Charlotte , NC 28202 704-999-9564(telephone) le gal @passp ortinc.com( email) Page 5 of 5 EXHIBIT "A" PASSPORT LABS, INC OMNIA PARTNERS AGREEMENT December 8, 2020 6 of 166 EXHIBIT "A" PASSPORT LABS, INC OMNIA PARTNERS AGREEMENT December 8, 2020 6 of 166 • Passport National Cooperative Purchasing Alliance Integrated Parking Management System RFP No. 32-20 Due: November 19, 2020 @ 2PM For: NCPA From: Passport 128 South Tryon Street, Ste. 2200 Charlotte, North Carolina 28202 USA (704) 837-8066 7 of 166 passportinc.com I rfp@passportinc.com I 2020 Passport Labs, Inc. All Rights Reserved. TABLE OF CONTENTS PAGE NO. COVER LETTER TAB 1: MASTER AGREEMENT/ SIGNATURE FORM TAB 2: NCPA ADMINISTRATION AGREEMENT TAB 3: VENDOR QUESTIONNAIRE TAB 4: VENDOR PROFILE TAB 5: PRODUCTS AND SERVICES Passport Park ing User Experience Passport Park ing User Interface Features Passport Park ing Companion Site Passport Park ing Account Manageme n t Administrator Requirements Other Technical Requirements Integration Marketing Customer Service Training Deployment Additional Integrated Services TAB 6 • REFERENCES TAB 7 • PRICING TAB 8 • VALUE ADDED PRODUCTS AND SERVICES Passport's Evolution to an Operating System Implementing An Open Ecosystem For Parking PASSPORT OPERATING SYSTEM Onboarding Client Advocacy Passport Payments Rate Management Audit Capabilities Customer Service Dashboard Marketing & Signage Multi-Source Reporting Integrated Technology i! Passport passportinc.com rfo@oassoortinc com 2020 Passport Labs, Inc 8 of 166 5 7 8 11 14 33 38 41 42 46 47 54 58 60 62 64 67 71 81 85 88 88 91 94 95 95 96 98 99 99 102 103 106 ■1 1. 3 COVER LETTE R Passport Labs Inc. ("Passport''), is pleased to present a proposal for NCPA's Integrated Parking Management System RFP. In light of the current crisis with COVID-19 (coronavirus), Passport understands that a safe mobility operator is crucial to ensuring the public health of residents as they move throughout the city. As cities continue to align their operations with health and safety guidelines, contactless payments have emerged as a tool to continue operations in a manner that is both safe and effective. In this context, it Is important for cities to continue to be Innovative with revenue sources, particularly on something as widespread as mobility. As the National Cooperative Purchasing Alliance continues to seek to provide the best services for its members, Passport is dedicated to doing everything it can to support NCPA and will work with NCPA through this procurement process accordingly. Cities are making efforts to create a cohesive and inclusive transportation system that value the importance of customer experience. Customer experience is integral to how we design our technology because we understand that quality of residents' interactions with the curb directly translates to revenue for the city and ease of management. When residents have a great experience with mobility operations, they are more likely to be compliant with the city's rules and regulations. A frictionless experience that emphasizes compliance over enforcement will generate more revenue and positive customer experiences . The benefits of this compliance translate to reducing congestion, enhancing mobility equity, and improving overall quality of movement within their city. Passport's solution being proposed to NCPA is focused on generating positive customer experiences that will create an environment that encourages compliance. Passport will create an opportunity for cities to efficiently manage their streets and sidewalks, limit operational complexity, and prepare them for future innovation at the curb. Our team will deliver to these cities an open platform that will provide residents and visitors with the most robust and streamlined set of parking payment options available in the market today. While many approach parking management with a one-size-fits-all solution, we fully recognize that cities have unique needs that require a tailored system to complete their operations. Passport is prepared to deliver the next-generation of its parking technology and will specifically partner with cities to realize the following: • Increase on-street payment compliance and corresponding revenue share • Increase end user payment optionality and enable an improved customer experience • Data standardization and aggregation for on-street payments and enforcement • Consolidate rate management with a single source of truth • Simplify and consolidate payment reconciliation Passport is committed to advancing social equity and through our partnership we will work to achieve those listed action items. In order to accomplish this we use our Industry leading open API platform to integrate small business customer facing providers and accessibility partners. Our agile platform removes any limitations for policy makers to develop and adopt innovative equity solutions. Furthermore, we are committed to supporting local women and minority business enterprises. We believe that local partnerships and strategic input from members of the community i! Passport passponinc.com rtn@eassaoa ,n, cam 2020 Passpon Labs, Inc 10 of 166 •1 1. 5 enhances our future partners' ability to develop policy they want rather than accommodating policy priorities around technological restrictions. Passport is a longstanding and trusted partner of the National Cooperative Purchasing Alliance and has found great success through that partnership. Cities across the country have utilized this partnership to set their city in motion and create a more liveable, equitable community. The Passport Operating System equips cities with real time data from vehicle interactions to efficiently manage streets and sidewalks and make parking transactions easy and accessible to all citizens. Through this partnership, Passport is able to deliver streamlined management of mobility solutions through our Operating System to support city governments across the United States. A few of the cities that have leveraged Passport's partnership with NCPA include Albuquerque, NM, Grand Rapids , Ml, Lakeland, FL , and Rochester, NY. Passport has been committed to deliveri ng parking technology and services to municipalities, universities, and private operators In an effort to solve their parking enforcement, permitting, and payment challenges . Passport will continue to deliver its innovative technology to cities while creating value that increases positive customer experiences while also meeting healthy and safety standards . Accompanying, please find Passport's proposal for NCPA's Integrated Parking Management System RFP No. 32-20. For all concerns related to this bid: Kelsey Owens Director of Municipal Sales Tel: (704) 879-2760 ext: 113 Fax: (888) 804-1783 Email: kelsey.owens@passpoamc com As Chief Revenue Officer, I have full authority to enter into contracts on behalf of Passport. Passport has carefully reviewed the offer enclosed and is pleased to provide its proposal to NCPA. Sincerely, Khristian Gutierrez Chief Revenue Officer 128 S Tryon St. Suite 2200 Charlotte, NC 28202 khristian-rfp@passportinc.com (704) 837-8066 www.passportinc.com i ! Passport passport1nc.com rfp@eassooo,nc, com 2020 Passport Labs, Inc 11 of 166 ■1 1. 6 Tab 1 -Master Agreement General Terms and Conditions ♦ Customer Support ► The vendor shall provide timely and accurate technical advice and sales support. The vendor shall respond to such requests within one (1) working day after receipt of the request. ♦ Disclosures ► Respondent affirms that he/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract. ► The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other vendors in the award of this contract. ♦ Renewal of Contract ► Unless otherwise stated, all contracts are for a period of three (3) years with an option to renew for up to two (2) additional one-year terms or any combination of time equally not more than 2 years if agreed to by Region 14 ESC and the vendor. ♦ Funding Out Clause ► Any /all contracts exceeding one (1) year shall include a standard "funding out" clause. A contract for the acquisition, including lease, of real or personal property is a commitment of the entity's current revenue only, provided the contract contains either or both of the following provisions: ► Retains to the entity the continuing right to terminate the contract at the expiration of each budget period during the term of the contract and is conditioned on a best efforts attempt by the entity to obtain appropriate funds for payment of the contract. ♦ Shipments (if applicable) ► The awarded vendor shall ship ordered products within seven (7) working days for goods available and within four ( 4) to six (6) weeks for specialty items after the receipt of the order unless modified. If a product cannot be shipped within that time, the awarded vendor shall notify the entity placing the order as to why the product has not shipped and shall provide an estimated shipping date. At this point the participating entity may cancel the order if estimated shipping time is not acceptable. ♦ Tax Exempt Status ► Since this is a national contract, knowing the tax laws in each state is the sole responsibility of the vendor. 12 of 166 ♦ Payments ► The entity using the contract will make payments directly to the awarded vendor or their affiliates (distributors/business partners/resellers) as long as written request and approval by NCPA is provided to the awarded vendor. ♦ Adding authorized distributors/dealers ► Awarded vendors may submit a list of distributors/partners/resellers to sell under their contract throughout the life of the contract. Vendor must receive written approval from NCPA before such distributors/partners/resellers considered authorized. ► Purchase orders and payment can only be made to awarded vendor or distributors/business partners/resellers previously approved by NCPA. ► Pricing provided to members by added distributors or dealers must also be less than or equal to the pricing offered by the awarded contract holder. ► All distributors/partners/resellers are required to abide by the Terms and Conditions of the vendor's agreement with NCPA. ♦ Pricing ► All pricing submitted shall include the administrative fee to be remitted to NCPA by the awarded vendor. It is the awarded vendor's responsibility to keep all pricing up to date and on file with NCPA. ► All deliveries shall be freight prepaid, F.0.8. destination and shall be included in all pricing offered unless otherwise clearly stated in writing ♦ Warranty ► Proposals should address each of the following: • Applicable warranty and/or guarantees of equipment and installations including any conditions and response time for repair and/or replacement of any components during the warranty period. • Availability of replacement parts • Life expectancy of equipment under normal use • Detailed information as to proposed return policy on all equipment ♦ Indemnity ► The awarded vendor shall protect, indemnify, and hold harmless Region 14 ESC and its participants, administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract. ♦ Franchise Tax ,, The respondent hereby certifies that he/she is not currently delinquent in the payment of any franchise taxes. 13 of 166 ♦ Supplemental Agreements ► The entity participating in this contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. ♦ Certificates of Insurance ► Certificates of insurance shall be delivered to the Public Agency prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified. ♦ Legal Obligations ► It is the Respondent's responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services identified in this RFP and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even if not specifically identified herein. ♦ Protest ► A protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm CST. Protests shall be filed with Region 14 ESC and shall include the following: • Name, address and telephone number of protester • Original signature of protester or its representative • Identification of the solicitation by RFP number • Detailed statement of legal and factual grounds including copies of relevant documents and the form of relief requested ► Any protest review and action shall be considered final with no further formalities being considered. ♦ Force Majeure ► If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch. ► The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the 14 of 166 United States or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty ♦ Prevailing Wage ► It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser. It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly. ♦ Miscellaneous ► Either party may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. ♦ Open Records Policy ► Because Region 14 ESC is a governmental entity responses submitted are subject to release as public information after contracts are executed. If a vendor believes that its response, or parts of its response, may be exempted from disclosure, the vendor must specify page-by- page and line-by-line the parts of the response, which it believes, are exempt. In addition, the respondent must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s). ► The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the respondent are not acceptable. Region 14 ESC must comply with the opinions of the OAG. Region14 ESC assumes no responsibility for asserting legal arguments on behalf of any vendor. Respondent are advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. 15 of 166 Process Region 14 ESC will evaluate proposals in accordance with, and subject to, the relevant statutes, ordinances, rules, and regulations that govern its procurement practices. NCPA will assist Region 14 ESC in evaluating proposals. Award(s) will be made to the prospective vendor whose response is determined to be the most advantageous to Region 14 ESC, NCPA, and its participating agencies. To qualify for evaluation, response must have been submitted on time, and satisfy all mandatory requirements identified in this document. ♦ Contract Administration ► The contract will be administered by Region 14 ESC. The National Program will be administered by NCPA on behalf of Region 14 ESC. ♦ Contract Term ► The contract term will be for three (3) year starting from the date of the award. The contract may be renewed for up to two (2) additional one-year terms or any combination of time equally not more than 2 years. ► It should be noted that maintenance/service agreements may be issued for up to (5) years under this contract even if the contract only lasts for the initial term of the contract. NCPA will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract. ♦ Contract Waiver ► Any waiver of any provision of this contract shall be in writing and shall be signed by the duly authorized agent of Region 14 ESC. The waiver by either party of any term or condition of this contract shall not be deemed to constitute waiver thereof nor a waiver of any further or additional right that such party may hold under this contract. ♦ Products and Services additions ► Products and Services may be added to the resulting contract during the term of the contract by written amendment, to the extent that those products and services are within the scope of this RFP. ♦ Competitive Range ► It may be necessary for Region 14 ESC to establish a competitive range. Responses not in the competitive range are unacceptable and do not receive further award consideration. ♦ Deviations and Exceptions ► Deviations or exceptions stipulated in response may result in disqualification. It is the intent of Region 14 ESC to award a vendor's complete line of products and/or services, when possible. ♦ Estimated Quantities ► The estimated dollar volume of Products and Services purchased under the proposed Master Agreement is $30 million dollars annually. This estimate is based on the anticipated volume of Region 14 ESC and current sales within the NCPA program. There is no guarantee or commitment of any kind regarding usage of any contracts resulting from this solicitation 16 of 166 ♦ Evaluation ► Region 14 ESC will review and evaluate all responses in accordance with, and subject to, the relevant statutes, ordinances, rules and regulations that govern its procurement practices. NCPA will assist the lead agency in evaluating proposals. Recommendations for contract awards will be based on multiple factors, each factor being assigned a point value based on its importance. ♦ Formation of Contract ► A response to this solicitation is an offer to contract with Region 14 ESC based upon the terms, conditions, scope of work, and specifications contained in this request. A solicitation does not become a contract until it is accepted by Region 14 ESC. The prospective vendor must submit a signed Signature Form with the response thus, eliminating the need for a formal signing process. ♦ NCPA Administrative Agreement ► The vendor will be required to enter and execute the National Cooperative Purchasing Alliance Administration Agreement with NCPA upon award with Region 14 ESC. The agreement establishes the requirements of the vendor with respect to a nationwide contract effort. ♦ Clarifications / Discussions ► Region 14 ESC may request additional information or clarification from any of the respondents after review of the proposals received for the sole purpose of elimination minor irregularities, informalities, or apparent clerical mistakes in the proposal. Clarification does not give respondent an opportunity to revise or modify its proposal, except to the extent that correction of apparent clerical mistakes results in a revision. After the initial receipt of proposals, Region 14 ESC reserves the right to conduct discussions with those respondent's whose proposals are determined to be reasonably susceptible of being selected for award. Discussions occur when oral or written communications between Region 14 ESC and respondent's are conducted for the purpose clarifications involving information essential for determining the acceptability of a proposal or that provides respondent an opportunity to revise or modify its proposal. Region 14 ESC will not assist respondent bring its proposal up to the level of other proposals through discussions. Region 14 ESC will not indicate to respondent a cost or price that it must meet to neither obtain further consideration nor will it provide any information about other respondents' proposals or prices. ♦ Multiple Awards ► Multiple Contracts may be awarded as a result of the solicitation. Multiple Awards will ensure that any ensuing contracts fulfill current and future requirements of the diverse and large number of participating public agencies. ♦ Past Performance ► Past performance is relevant information regarding a vendor's actions under previously awarded contracts; including the administrative aspects of performance; the vendor's history of reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the vendor's businesslike concern for the interests of the customer. 17 of 166 Evaluation Criteria ♦ Pricing ( 40 points) ► Electronic Price Lists • Products, Services, Warranties, etc. price list • Prices listed will be used to establish both the extent of a vendor's product lines, services, warranties, etc. available from a particular bidder and the pricing per item. ♦ Ability to Provide and Perform the Required Services for the Contract (25 points) ► Product Delivery within participating entities specified parameters ► Number of line items delivered complete within the normal delivery time as a percentage of line items ordered. ► Vendor's ability to perform towards above requirements and desired specifications. ► Past Cooperative Program Performance ► Quantity of line items available that are commonly purchased by the entity. ► Quality of line items available compared to normal participating entity standards. ♦ References (15 points) ► A minimum of ten (10) customer references for product and/ or services of similar scope dating within past 3 years ♦ Technology for Supporting the Program (10 points) ► Electronic on-line catalog, order entry use by and suitability for the entity's needs ► Quality of vendor's on-line resources for NCPA members. ► Specifications and features offered by respondent's products and/or services ♦ Value Added Services Description, Products and/or Services (10 points) ► Marketing and Training ► Minority and Women Business Enterprise (MWBE) and (HUB) Participation ► Customer Service 18 of 166 TAB 1: MASTER AGREEMENT/ SIGNATURE FORM Signature Form The undersigned hereby proposes and agrees to furnish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing. The undersigned further certifies that he /she is an officer of the company and has authority to negotiate and bind the company named below and has not prepared this bid in collusion with any other Respondent and that the contents of this proposal as to prices, terms or conditions of said bid have not been communicated by the undersigned nor by any employee or agent to any person engaged in this type of business prior to the official opening of this proposal. Prices are guaranteed: 120 days i ! Passport Com pany name Passport Labs. Inc. Address 128 S. Tryon Street, Suite 2200 City/State/Zip Charlotte, NC 28202 Telephone No. (704) 837-8066 Fax No. (888) 804-1783 Email address khristian-rfp@passportinc.com Printed name Khristian Gutierrez Position with company Chief Revenue Officer Authorized signature passportinc.com rfp@passoortinc.com 2020 Passport Labs, Inc 19 of 166 ■1 1. 7 TAB 2: NCPAADMINISTRATION AGREEMENT Tab 2 -NCPA Administration Agreement This Administration Agreement is made as of December 8, 2020 , by and between National ("Vendor"). Cooperative Purchasing Alliance ("NCPA") and Passport Labs , Inc . Recitals WHEREAS, Re~ion 14 ESC has entered into a certain Master Agreement dated Pecember 8 , 2020, referenced as Contract Number 05-51 by an• between Region 14 ESC and Vendor, as may be amended from time to time in accordance with the terms thereof {the "Master Agreement"), for the purchase of Integrated Parking Management System; WIIEREAS, said Master Agreement provides that any state, city, special district, local government, schoel district, private K-12 school, technical or vocat ional school, higher education institution, other government agency or nonprofit organization (hereinafter referred teas "public agency" or collectively, "public agencies") may purchase products and services at the prices indicated in the Master Agreement; WHEREAS, NCPA has the administrative and legal capacity to administer purchases under the Master Agreement to public agencies; WHEREAS, NCPA serves as the administrative agent for Region 14 ESC in connection with other master agreements offered by NCPA WHEREAS, Region 14 ESC desires NCPA to proceed with administration of the Master Agreement; WI IEREAS, NCPA and Vendor desire to enter into this Agreement to make available the MJster Agreement to public agencie~ on a national basis; NOW, TIIEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, NCPA and Vendor hereby agree as follows: • General Terms and Conditions i ! Passport :.-The Master Agreement, attached hereto as Tab 1 and incorporated herein by reference as though fully set forth herein, and the terms and cenditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. l,.-NCPA shall he afforded all of the rights, privileges and indemnifications afforded to Region 14 ESC under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to NCPA under this Agreement including, but not limited to, the Vendor's obligation to provide appropriate insurance and certain indemnifications to Region 14 ESC. ► Vendor shall perform all duties, responsibilities and obligations required under the Master Agreement in the time and manner specified by the Master Agreement. :.-NCPA shall perform all of its duties, responsibilities, and obligations as administrator of purchases under the Master Agreement as set forth herein, and Vendor acknowledges that NCPA shall act in the capacity of administrator of purchases under the Master Agreement. ;... With respect to any purchases made by Region 14 ESC or any Public Agency pursuant to the Master Agreement, NCPJ\ (a) shall not be construed as a dealer, re-marketer, representative, partner, or agent of any type of Vendor, Region 14 ESC, or such Public Agency, (b) shall not be obligated, liable or responsible {i) for any orders made by Region passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc 20 of 166 ■1 1. 8 14 ESC, any Public Agency or any employee of Region 14 ESC or Public Agency under the Master Agreement, or (ii) for any payments required to be made with respect to such order, and (c) shall not be obligated, liable or responsible for any failure by the Public Agency to (i) comply with procedures or requirements of applicable law, or (ii) obtain the due authorization and approval neces sary to purchase under the Master Agreement. NCPA makes no representations or guaranties with respect to any minimum purchases required to be made by Region 14 ESC, any Public Agency. or any employee of Region 14 ESC or Public Agency under this Agreement or the Master Agreement. ,-The Public Agency participating in the NCPA contract and Vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the Public Agency and Vendor. NCPA, its agents, members and employees shall not be made party to any claim for breach of such agreement. • Term of Agreement ,, This Agreement shall be in effect so long as the Master Agreement remains in effect, provided, however, that the obligation lo pay all amounts owed by Vendor to NCPA through the termination of this Agreement and all indemnifications afforded by Vendor to NCPA shall survive the term of this Agreement. • Fees and Reporting - i ! Passport ,, The awarded vendor shall electronically provide NCPA with a detailed quarterly report showing the dollar volume of all sales under the contract for the previous quarter. Reports are due on the fifteenth (15 th ) day after the close of the previous quarter. It is the responsibility of the awarded vendor to collect and compile all sales under the contract from participating members and submit one (1) report. The report shall include at least the following information as listed in the example below: Entity Name Zip Code State PO or Job# Sale Amount Total ____ _ ;. Each quarter NCPA will invoice the vendor based on the total of sale arnount(s) reported. From the invoice the vendor shall pay to NCPA an administrative fee based upon the tiered fee schedule below . Vendor's annual sales shall be measured on a calendar year basis . Deadline for term of payment will be included in the invoice NCPA provides. AnaYi!I Si!le~ Ibr1.meb ,2ntnu:t Admini~tratil!e Fe~ 0 -$30,000,000 2% $30,000,001 -$50,000,000 1.5% $50,000,001 + 1% - :,.. Supplier shall tnaintain an accounting of all purchases n1ade by Public Agencies under the Master Agreement. NCPA and Region 14 ESC reserve the right to audit the accounting for a passportinc.com rtp@passoortinc.com 2020 Passport Labs, Inc 21 of 166 ■1 1. 9 period of four (4) years from the date NCPA receives the accounting. In the event of such an audit, the requested materials shall be provided at the location designated by Region 14 ESC or NCPA. In the event such audit reveals an under reporting of Contract Sales and a resulting underpayment of administrative fees, Vendor shall promptly pay NCPA the amount of such underpayment, together with interest on such amount and shall be obligated to reimburse NCPA's costs and expenses for such audit. • General Provisions , This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto with respect to the subject matter hereof, and no other agreement, statement, or promise relating to the subject matter of this Agreement which is not contained herein shall be valid or binding. , Awarded vendor agrees to allow NCPA to use their name and logo within website, marketing materials and advertisement. Any use of NCPA name and logo or any form of publicity regarding this contract by awarded vendor must have prior approval from NCPA. , If any action at law or in equity is brought to enforce or interpret the provisions of this Agreement or to recover any administrative fee and accrued interest, the prevailing party shall be entitled to reasonable attorney's fees and costs in addition to any other relief to which such party may be entitled. , Neither this Agreement nor any rights or obligations hereunder shall be assignable by Vendor without prior written consent of NCPA, provided, however, that the Vendor may, without such written consent, assign this Agreement and its rights and delegate ils obligations hereunder in connection with the transfer or sale of all or substantially all of its assets or business related to this Agreement, or in the event of its merger, consolidation, change in control or similar transaction. Any permitted assignee shall assume all assigned obligations of its assignor under this Agreement. , TlllS Agreement and NCPA's rights and obligations hereunder may be assigned at NCPA's sole discretion, to an existing or newly established legal entity that has the authority and capacity to perform NCPA's obligations hereunder , All written communications given hereunder shall be delivered to the addresses as set forth below. National Cooperative Purchasing Alliance: Vendor: Passport Labs , Inc . Name: Title: Address: Signature: Date: i ! Passport Matthew Mackel Name: Director, Business Develo~ment Title: PO Box 701273 Houston, TX 77270 <#t"1zvi,v-.;,(- December 8, 2020 passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc Address: Signature: Date: 22 of 166 Khristian Gutierrez Chief Revenue Officer 128 S Tryon Street Ste 2200 11 /10/2020 ■1 1. 10 TAB 3: VENDOR QUESTIONNAIRE Tab 3 -Vendor Questionnaire P)P,ISP p rnv1dP rPSJHlllsP.; to the tnllmving q11Pst1011, tha t aci d re~~ vo11r rn 111p 111y ·~ o pna ri nns. nrganili1tion , s t r11rt11re, an cl processes tor provichn11 products and <;e rvir(', i! Passport ♦ St ,ltl'\ r.ovpn•d , Riclctcr 11111st indicate any and ,ill stat!'s wh<'re products ,-rncl services ran he otlPrt•,i. , P lrc1,t• ind1 u11c the prin• c:o-cffic:iPnt tor p,1c:h ,tall• ii it varic!, g.c;n St.1tes & District of Columhi;i [,l'IL ll l n r: 1h1, l111x "c•1p1 ;i l 111 d1edrn1 ).( .111 hu\t's twlm\ J 0 At1h:11 n,1 0 /\las l«1 □ t'\ri Zllll,1 D /\rk .111 ,.a " 0 Ca lil o rni ;, D Co lorado LJ Co n n ccrintt 0 De la ware 0 District of Colu rn hi,1 0 Fl n r ict;i OC,t·o1 g i.1 D Ha 1,,11 1 L] Ida ho 0 Il lin ois Ot ndi ,m a Olnwa D l\:ins:,~ 0 KP 11 l11 c k \' n l.11 11 1s1.rn ,1 O M ,lllll' passportrnc.com rfp@QiS$D0GiOC,C9ffi 2020 Passport Labs, Inc D M;i r yl;inti D ,;n m h L1ml11u 0 \,l ,1,,.1c h 11" 11, 0 -;1111th l),1k 11t ,1 0 \1u h 1g.111 □ fl'll ll e Sst'I' O \,l 111 111 •,11 l 1 □ r,,,." 0 ... ,,~~i~<,1 p p 1 Ouwh D \,l.~M Hll'I L l Vt'l'lllllll l 0 Montan .i 0 Vi r ~111i~ 0 :'\ebrJskJ 0 WJ~h,11 111 011 0 \J ev;id,1 n w ,,~t Vi r~i n i;i 0 1\ew ll ,1111ps h ii e D Wis cn 11si 11 □ ~l'\V )t•t sc •y nwy,11 11 11,g D l\LW Mt•:<tlU [ I New Yo r k O ;>,;o rth Ln ro litKI 0 No rth Dak o l ,1 LJ Oh io D Okl a h nnrn 0 O rr,:1111 n l'l'll ll ~y lv.1 111,1 Ll l{hutle lsl.1ml 23 of 166 •1 1. 11 i ! Passport LJ All US Territories and Outlyin~ Areas (S e h:ttmg this box i, equ,11 to chetking ,111 boxes bdow) • M111m1ty 0 American Sornoa [l FedNated State~ of Mic m ne ~ia LJ Guam 0 Midway Islands Rw,111e,, E11lt'l p11se (MWRF.) .111d (HUR) P.1rlil'lp ,1lio11 LJ Northern Manna Islands I_J Pue rtn Rico I_J U.S Virr,1n l~lands 11111 W,mw n , It i, the policy of some entities p,1rt1ripating 111 NCP/\ to involvP m111nr11y ,mcl wonwn h11si11ec;s rntP111ri,c, ( MWRI'.) anrl h1stoncally 11nrl,,rutili7Pcl husine,c;pc; (111 In) in rhe p11rch,l,(' of good, ,md servicl'.'s Hl'.'c;pondl'.'nts sh,lll incticate hl'.'low whether or not they are ;:in M/WllE or I1!/ll rl'rtil1Pcl. • l{c:.1dl..'1Ky • Mi11or ily / Women ll11~ine~~ 1:1Ht-'rp1 l',t-' • l!espondcnt CertitiP~ that thi<; I inn ic; a M/Wllh I listonca lly l lnrlrrutilizerl ll11,inesc; • Re,prrndent Certifie, th ,11 thi, hrm i~ ., llllll , Rc!,pumling Cu111p<111y ·s pt 111 up,1I pl.ire ol lHl!,illeS!, i:, i11 th<! LJly u f Char lollc Sl,1tc of NC • h:lo11y lonv1tlio11 Not1n: , Pll',tSI..' Check J\ppllrabll· lfox: 7 D A p11hlically held rorpnrano n, rh,·n ·fnr,· thi , r,-portmg re q1111 cm<•nt i., 1w t .1 pplicahl1' ~ Is rwt 11wm•d or npf'r.11,•d lw .111yn11P wh11 h,1, hP1•111 0111111·l l'd ,,r .1 f1•l1111y . 0 Is ownl'tl or t•ptratl.'d by thl' lolluw111 g 11uli \'idu ,1 l[s) who has/havt· bt•c•n ionvictl'd ot ,t icluny , If till' 3ru hnx l'i clw,·i<Prl , ,1 df't .1i1Pd .,,q1l.111 .1l 11111 n f !ht• 11,IIIH"-. .ind nmv rr c 111 11,;; mthl hP ;1ltarlwd. • Llrslnbuliun Ch,11111el , \\'h1th be~t dt•!,rribl'~ your rn111p.rny'!> pt1s1llu11 in lhl' di~ll 1but1011 rh,11111 1•1: D M.111ufan11rcr l)ir,•rt D Certified 1,dur.1tionf::11\'C•rn1111•11 t ,-,.~l'lle r 0 ,\u1h11ri1.ed IJislnh 11 l11 r O M :11111f;iLl11n,i 111.1rkl'l1 11g lh rougl, n ·,ellc·r D \'alul' .iddl'd ll'!,l'lle1 D Uth t·r. ___________ _ ♦ Prorl'ss111g lnfonnat1011 , Provide' rom p.my cont,ict 1nform,1t 1011 for the follow i ng • S,1ll's Reports / i\crnunts Pavable f.ont.,ct Prrsnn : La nc e Wer ling ----------------------- T it I c: D@clor oLf:levonue Opera tiQ!l.S~--- Comp,rny : Pass por1 Labs . In c. Actdrcss : 128 S Tryoo Stre et. See 2200 City: Cha rlotte St;:itl': NC Zip 2"-'8""'2""'0:..::2'---- Phone: 1704) 83 7 -8066 r.ma il lance .we rling@passport1nc com passportrnc.com rf P@PitSSPOrtlnc com 2020 Passport Labs, Inc 24 of 166 •1 1. 12 i! Passport • P11n-h.1!,C Onll'1, f.ont,1ct Pcr~on: Lance We rh ng ------=------------------ TI t I e: Directo r oi Revenue Operations r.omp,rny: Passport Labs, Inc 1\ddress 128 S fryo n Str eet Ste 2200 City: Charlotte St:.ite: _N_C _______ Zip 28202 !'hone: (704) 837-8066 Email lance we rt1ng@passpo rt 1nc co m • Sdlcs dlld J\larkl'l111g ♦ Pnung lnlor111 ,1t1oi1 Conl.icl l'cr~on: David Singl~ Title: VP of Sales Cu111pJ11y: Passport l.a_gs Inc _______ _ ,\dtlr l's:., 128 S T on Stre et Ste 2200 City: Cllarlott e State NC _ Zip 2_8_2_0_2 __ _ Phone (704 ) 87 9 -2760 Em.11I Sales@passpo rtinc co m , In .1dd1t1011 IO thP rurrent 1yp1r.1I 11 11 i1 p1 icing f11nrn,hPd he rP111 , the Vt->11tlor agreP, to ofter all f11ru 1·p prorh1ct introduction~ ,lt prices th.H ;ire proport1n11.1te to f.nntract Pricing. • It answer i~ no, attach a statfrnent detai l ing how prinng tor NC.PA particip;rnts would lw ra l rulatrd tor t11t11re procl11rt i11trod11rt1ons . 0Yc•:., 0 1-u , Pricing ,;ubmitted include,; the r equired NCP,\ .1rlm111i,;tr ,1tive fee The '-JCPA fee 1. r;ilrnlatPrl ba~erl on the invoice pri ce to the rn,,;tomrr. f0 Yl'!> !_] No , Vendor will providt• ;irld1tio11nl rli,;co11111,; for p11r r ha!,t' ofa gu.1r .rnteed (]ll,lllt l ty. passportinc.com rfg@passoortinc com 2020 Passport Labs, Inc ~Yt:s O No 25 of 166 •1 1. 13 TAB 4: VENDOR PROFILE Please provide the following information about your company: • Company's official registered name. Passport Labs, Inc. (Passport) • Brief history of your company, including the year it was established. Passport started in 201 O as a general partnership, and now sits at over 250 employees with constant growth to match its expanding client base. Passport is headquartered in Charlotte, North Carolina with an additional office in Tarrytown, NY. . ·-- • . . ..... . ' . . -• Passport is a transportation software company, delivering the operating system that enables cities to manage vehicle interactions with streets and sidewalks . Passport sets cities in motion, helping to create more livable, equitable communities. With Passport. City leaders can increase convenience, efficiency and compliance today and tomorrow. Passport's simple, yet innovative software and management experience is trusted by cities, universities and agencies all across North America. Passport currently serves over 1,200 clients, is implemented in more than 5,000 locations, has processed over 1.9 billion transactions annually between mobile parking sessions and citation payments, and brings over 30 years of experience in parking management. i ! Passport passportinc.com rf P@PaS§PPrtlDC com 2020 Passport Labs, Inc 26 of 166 ■1 1. 14 1,260+ Client s Acros s North America $1.9B Mobility Payments Processed Compliant PCI-DSS & SSAE18 Compl iant Passport has been a provider in the parking and transportation industry since inception in 2010. Over the past decade, Passport has adapted its solutions to meet the changing needs of both its clients and the communities they serve . Passport's most extensive experience stems from its mobile parking payment solution which supports some of North America's largest cities including Chicago (ParkChicago), Toronto, ON (Green P), Boston, MA (ParkBoston), Portland, OR (Parking Kitty), and Austin, TX (Park ATX). As Passport has grown, it has continued to evolve with the needs and desires of its clients. As such, in an effort to help communities solve tough parking and mobility issues, Passport has introduced additional product lines including enforcement/citation management, digital permitting, and micro-mobility solutions. Passport has also introduced the Passport Operating System, which serves as one system that enables the management of payment for parking across multiple vendors and operators. This empowers cities to better manage their streets and sidewalks as they can control the rules, rates and restrictions for all parking partners from one database . Passport's experience across its diverse group of clients has fortified its knowledge base in understanding how cities interact amongst many moving parts. Beyond the understanding how to best deliver the applications and systems themselves, these thousands of implementations have given Passport and its teams unmatched experience in parking policy, payment processing, billing/invoicing, integrated technology, and executing external partnerships on a national level. Passport Labs, Inc. is the only privately held parking solutions provider in the industry. Passport is privately held in Delaware and is a C-Corporation backed by institutional investors Bain Capital, Grotech Ventures , and MK Capital . Since 2013, Passport has raised a total of $125MM across four equ ity funding rounds . With that money, Passport has continued to innovate its products and break into new markets and different verticals to give cities a sole-source product for all parking and transportation needs. Passport currently employs a team of over 200 people, performing all engineering in house, and paving the way for cities to increase convenience, efficiency and compliance today and tomorrow. • Company's Dun & Bradstreet (D&B) number. 07-225-4770 • Company's organizational chart of those individuals that would be involved in the contract. i ! Passport p assportinc.com rfg @oassooo 1nc.com 2020 Passport Labs, Inc 27 of 166 •1 1. 15 All proposed solutions will be provided in-house by Passport personnel. Below are organizational charts of those who will be responsible for the development and success of the City's mobile pay system and the Passporters who will oversee them. SENIOR LEVEL MANAGEMENT All projects run through Passport's Senior Leadership Team, who ultimately sign off on all deals and act as an internal control for their designated teams as necessary. Within the procurement phase, Passport's Chief Revenue Officer, Khristian Gutierrez oversees all opportunities and proposals. This includes overseeing the Sales team and Sales Executives, who lead the communication and delegation of opportunities to the wider Passport team. Upon award of contract, Passport's Legal team drives contract administration and execution and Solutions Engineering, led by Michael Rafferty, will develop a complete Statement of Work to supplement the contract. These internal controls ensure all project and environment details have been fully refined prior to implementation. fn~-,.1flh•:• ·-· I 1!11111 t Ill -1 _l_ ! From contract execution throughout the term of the agreement, the City will be primarily supported by Passport's Operations Team and Client Success department. i ! Passport passport1nc.com rfo@oassaort lnc com 2020 Passport Labs, tnc 28 of 166 ■1 1. 16 OPERATIONS TEAM With over 30 years of experience and hundreds of clients, Passport's implementation process is comprehensive and has grown tremendously to address the intricate needs of its client base . Passport's Operations team, led by VP of Operations Charlie Sinnett, includes a number of Passport departments that will be integral to the City's success leading up to and follow ing system launch. Charlie oversees Passport's dedicated Client Implementation team, that ha s cultivated an expertise in evaluating a client scope of work and defining realistic timelines, taking the time to properly understand, scope and test environments prior to programs going live. This ensures that the launched solution meets both client expectations and can be properly supported and scaled by Passport and its partners. The implementation of the City's system will be driven by the Implementations and Solutions Engineering teams. Passport's experienced Support Team also falls under Operations and will be a City resource for any technical questions or issues regarding products, for both the City as well as its citizens. The Support team is spearheaded by Director of Support Services, Paul Shingledecker, who ultimately ensures client satisfaction and initiates any escalation of issues to the appropriate internal teams for resolution. lmplomonl~lioro l•am ____ J. ______ ( { 1 ProJoct Managers lmplementalion Cons.ull.anls lmplemenlalion Engineers i ! Passport passport1nc.com rfo@oassooo t nc com 2020 Passport Labs, Inc Ch,Hltie Sl nnell VP Oporatoons Solutions Enoin11orino l l ~olutions Eng1nol!rs 29 of 166 Support To.1tt1 1 P,>i.. Sh 1"1Qlede;::"i:,,' Ducctc Svi.,po t C,;:,rv,r;..-7, 1,15 n Grt.1901v I 'Jll,ll:IN ~UP:>Grt ~('If\' (:Qli, I .- End User SuJJpurt j Cliont Support La vol I •2 Clienl Support La..,13 •1 1. 17 • Passport has adapted its mobile offering to expand the number of spaces and zones for cities as they grow and evolve including Chicago. IL; Cincinnati, OH; Cambridge. MA; Portland, ME and more. Passport has also taken steps to future-proof its offerings. preventing cities from needing to reinvest valuable capital as it adapts to the ever changing municipal landscape. This includes the development of Passport's Operating System --which enables cities to manage rules, rates, and restrictions for their parking environment across all vendors and applications -- from one consolidated back office . Passport has also made efforts to design signage that is vendor-neutral and directs parkers to digitally hosted parking options, eliminating the need to update physical signage. This capability set has evolved such that Cities are able to enable an ecosystem of parking options on top of the Passport Operating System, even those that are not traditional parking providers. The ability to innovate for a City and its citizens has been lowered, in this way. enabling cities to invite innovation from participants who would otherwise be incapable or unqualified for traditional mun icipal RFPs . This further allows cities to cater to its constituents, increasing equity and access today and tomorrow. End-to-End Solut/011 Passport is the only mobile payments company to offer top-of-the line platforms across every facet of the parking and transportation industries. In addition to a Mobile Payment for Parking solution, Passport has developed Citation Management, Digital Permitting, and Micro-mobility platforms to solve the toughest mobility challenges faced by municipal ities. Because of Passport's experience developing these solutions, it has a better understanding of the nuances of a parking ecosystem and how different pieces of the puzzle connect for a holistic solution. In choosing Passport to support mobile payments, enforcement, and permitting needs --the City will be able to seamlessly integrate the data across each platform (e.g enforcement software receiving real-time mobile session data and real-time active permit records), and also aggregate data from all front-end interfaces into Passport's backend management portal for analysis and reporting. This empowers cities to get the full picture of their parking environment as they implement business practices and policies or introduce different technologies. Connect~d Ttchno/ogy In addition to its proprietary product offerings listed above, Passport has also cultivated an integration expertise as it grows as a company and expands to meet the needs of its clients' parking operations. Passport currently has hundreds of live integrations with all of the industry's leading providers including meters/pay stations, enforcement software. LPR systems, and other third-party parking technologies. Passport also utilizes open Application Programming Interfaces (APls) for easier future integrations with the intent to fully connect its clients' ecosystems. Passport understands that the more connected its clients become, the less of a burden managing their ecosystems w ill be as it becomes a truly smart environment. Robust Back Office i! Passport passportinc .com rfp@passooa,ac com 2020 Passport Labs, Inc 30 of 166 •1 1. 20 Implementing a mobile payment for parking solution is more than just providing a means for parkers to pay, it is providing data and transparency to improve the City's parking operations. In that regard, Passport's solution includes a robust back office management and reporting system that gives the City all the necessary tools and data to manage the entire parking ecosystem. From the back office, the City will be able to monitor parking activity in real time, verify sessions for customer service/enforcement purposes. and run reports to keep a real-time pulse on parking activity/trends and reconcile system revenue. 1,,tvgratt•tl Pc1ymenr, Passport system now comes integrated with payment services, eliminating the need for third-party gateways and processors. In choosing Passport for both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As a full service solution, Passport Payments provides an online portal for program reporting. maintenance. and managing cardholder chargeback requests. Passport Payments also provides cities peace of mind through lower processing costs, system security. enhanced visibility. product support, and overall more streamlined operations. • Describe how your company will market this contract If awarded. Passport has both a dedicated Client Success Team and robust Sales team comprising over 30 team members. Each of these representatives interact with thousands of clients and prospects each year to renew/retain business, grow business through cross selling new services. and signing up new clients for Passport's offerings. In each of these scenarios, Passport leads the contracting conversations with its existing awards from NCPA to ease the buying process for our clients. Year over year, we have successfully executed numerous agreements under our NCPA award and will continue to do so if fortunate enough to be awarded a contract under this RFP. For our products and services. Passport's award-winning marketing team will work closely with the City to develop campaigns whose sole focus will be to drive app awareness and utilization through signage and strategic marketing initiatives. Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan by gathering key demographics related to the City. leveraging its deep understanding of the parking industry. and using its extensive experience in implementing and marketing hundreds of clients to formulate a launch strategy that incorporates the City's unique needs and characteristics. Passport will develop content around the implementation that will be utilized in a variety of channels to market to end-users and provide updates to the public that the application is available for use throughout the City. These methods include: i! Passport • PR • Digital Banners • Print Materials • Social Media Content • Email & Web Content passportinc.com rfa@oassaoa1nc com 2020 Passport Labs, Inc 31 of 166 ■1 1. 21 Passport's Standard Marketing Package is complimentary for mobile pay clients and includes signage proven to educate users and drive an impactful launch and long-term utilization results. 5/GNAGE Signage provided by Passport is designed to be uniform across all involved players in the City's parking environment. This means rather than promoting its own brand or the brand of any specific app, Passport has made signage as simple as possible for the City's parkers. Passport's signage will si mply direct parkers to the parkingapp.com website which will show them a list of all applications available to pay for parking with i n the City. As more and more cities welcome multiple mobile pay vendors into their environments, using this type of signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing different signs across various vendors . Passport continues to study this multi-vendor trend and is the first mobile pay provider to proactively create designs that support this model. In partnering with Passport now, the City will receive future-proofed signage that can accommodate other ZONE 0000 providers sharing the same space, if the City chooses to take this ...... ---.. . -·-I approach to parking in the future. Passport encourages the City to • consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applications and more. Passport highly recommends this approach to signage, as this w ill provide the City with a number of advantages: • All parking options are hosted digitally, making it easy to add and remove application options in real-time • This digital maintenance never requires physical signage updates • Parkingapp.com is designed and tested to make parking simple, fast, and convenient • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, not one specific vendor Passport's approach is to create a marketplace that encourages each player in the City's parking environment to be competitive and drive users to their application. While the City will be responsible for owning all marketing decisions and choosing how to post desired signage, Passport will provide information on how signage works and how to help boost distribution. Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results. Passport's team will leverage its deep understanding of the parking industry, user preferences, and large-scale marketing execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i! Passport passport1nc.com r fp@oa:iiOP □!n ► cam 2020 Passport Labs, I nc 32 of 166 •1 1. 22 FroquentLy Alkvd qu.n,ons ,.., .. ..,., .. ,..._IP•O .... flul,,-, """''''"-, ............ ,.. .,. ,.... .. ~,·--~c,-.......... , .• -••r.••··--'(•"°!' ·····-••1.0••·•·("' ... _ ... , .. ........... ,11 ......... ,.,ij.,, C Woy■ 10 pay in •Futuntton, us . zono 1Zl45- , ....... ~ .................. , ............. . Passport can provide the City with signage best practices, proven to educate users and drive the highest utilization rates. During implementation, Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals, as well as the appropriate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transactions by up to 76%: • 1 sign per 10 spaces for parking lot/garage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simultaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of information so that the URL and zone number are most prominent. In addition, the typeface was selected through multiple rounds of end-user testing to ensure it's ADA compliant and is legible from a distance. DIGITAL ADVERTISING Passport will provide the City with digital marketing materials to properly promote the Passport Parking application. The City will be able to immediately drive awareness to the app with the following ready-to-use marketing materials: i ! Passport • Passport Parking email marketing content • Social media images for Facebook, Tw itter • Stock content to plug into existing City website • Brand packages with logos and icons for promotional use • Passport Parking How-To YouTube video passport1nc.com rfora>oassaort1nc com 2020 Passport Labs. Inc 33ofl66 ■1 1. 23 TRADITIONAL ADVERTISING Passport will also reach parkers through trad itional advertising, such as how-to flyers and app benefit posters. Passport can place local newspaper and magazine ads as well, but studies show that digital advertising is a better channel to reach early adopters of a mobile application, so any print advertising will be at an additional charge. Passport has also developed specific marketing strategies that include handing out free promotional swag, hats, lanyards, koozies, running local events, and more should the City be interested in negotiating any of these types of add-ons to the standard package. • Describe how you intend to introduce NCPA to your company. To continue to support NCPA, Passport will create a custom landing page just for NCPA Region 14 Education Services Center affiliates. From this page, any City looking to implement the mobile payment for parking application will have full access to Passport's product portfolio, including case studies, documentation, and training materials. Cities w ill also be able to schedule demos with Passport's sales team to learn more about the product and how it can be configured for their City. Additionally, Passport can host multiple webinars on its product and partnership with NCPA and can also send out mailers and case studies to all NCPA Region 14 Education Services Center members. • Describe your firm's capabilities and functionality of your on-line catalog / ordering website. Passports Mobile Payment for Parking solution is available in two formats --base app and private label app. Passport pioneered the original private label application in the parking industry and can provide the City with a custom, branded app, however, this is a premium product with correspondingly high price tag . Passport recommends and finds its app best implemented in its standard, base format, as this allows for a smoother and quicker launch of the product and a more scalable solution as the City grows and innovates. The Passport Parking base mobile app maintains the same look and feel across all cities, and is already used across thousands of locations nationwide, so many people in the community will likely already have the app downloaded and be familiar with its use, increasing compliance and utilization. Regardless of app choice, all information related to the business rules and parking environment (e.g. zones, rates, rules, restrictions) will be configured to meet the City's needs . From Passport's website (www.passportjnc.com ), any potential client can obtain information on Passport's base model product offering. If a City within Region 14 wishes to purchase Passport's product, or learn more details about how Passport's product can work in their city, interestested parties can easily schedule a demo from the website or contact Passport's sales team directly (sates@passportinc,com l. The Sales team will provide a walkthrough of the sales process and can send a contract over to the City the same day, if desirable. During the contracting phase, Passport has a Solutions Engineering team specifically dedicated to making sure the City environment is properly understood and both Passport and Client expectations are appropriately set. Once a contract is signed, the City will be assigned a Project Manager and Implementation Consultant who will begin to implement the product. i ! Passport passport1nc.com rfo@oa;;soon tac. cam 2020 Passport Labs, I nc 34 of 166 ■1 1. 24 "In a word, [the implementation process was] phenomenal ... / knew [our timeline] was going to be aggressive ... the result was nothing short of fantastic. Major kudos to the [Passport] implementation team. We had weekly coils, there was constant communication... Really, above and beyond rnstomer service ." --Michael Manzella, Transportation Manager, Asbury Park, NJ (contract signed under NCPA partnership) • Describe your company's Customer Service Department (hours of operation, number of service centers, etc.) The first and foremost of Passport's five foundational pillars is: People First. In choosing Passport, the City will be choosing not only a Mobile Parking Payment Services vendor, but a partner fully invested in the City's success . Passport has built its businesses by providing exceptional client support with a proactive dedication to the success of its client's parking programs. Customer Service and Client Success are core pieces of Passport's DNA and are detailed below. CLIENT SUCCESS The City will be afforded the ongoing support of Passport's Client Success (CS) team. Passport has grown an entire Client Success department dedicated to maintaining its many valued partnerships and ensuring client satisfaction across the board. The Client Success team sits at the apex of marketing, sales, professional services, training, and support, and will serve as the main point of contact for any feedback, questions, or concerns regarding Passport's product(s). Throughout the implementation process, the team will work with the City to gain a thorough understanding of goals and initiatives . This, in combination with extensive support experience and industry knowledge will enable CS team members to analyze aggregated data, identify trends, and provide insight into the current status of the system to provide recommendations on how to adjust in order to meet established City's goals and initiatives. These recommendations will include suggested product expansions, system optimizations, and upcoming product updates. Passport's Client Success team is dedicated to monitoring client performance and consulting with the City, as appropriate, on best practices and opportunities for increased operational efficiency. The Client Success team focuses on the following objectives at a regular cadence to conduct quality assurance on client accounts : • To learn and to ensure alignment on business objectives • To continue building on joint success • To keep clients informed on all the latest and greatest at Passport • To explore opportunities for optimized performance • To ensure Passport is meeting City expectations "Passport has been spectacular. I can give so many examples of cooperation. responsiveness, and partnership. The entire client success team has been wonderful to work with. We recently went through an issue with one of our tenants, and Passport maintained a constant presence that kept the solution moving forward. It's a positive. constructive and collaborative relationship," -Susan Cyran , Senior Property Manager, Boston Properties, Rescan Town Center i! Passport passponinc.com rfg@passooo!o& con; 2020 Passport Labs, Inc 35ofl66 •1 1. 26 PRODUCT SUPPORT Passport's Product Support Team will be responsible for all of the City's technical support issues. Product Support Specialists ("PSS") can be reached via email or phone and will be a technical resource to the City, as they are trained to triage and troubleshoot any technical issues, including closely monitoring the App Server Log for any bug reports . They w ill also ensure items are forwarded and escalated to relevant Passport teams as appropriate. The City w ill receive clear communication from the PSS, explaining the problem and what has been done to both fix the issues and prevent it from happening again . Breakdowns of critical functions will be addressed immediately, determining the cause, and i mplementing a solution as quickly as possible. Noncritical issues will be logged in Passport's internal issue tracking system, JIRA, and fixed in the order rece ived. Once a support ticket is submitted, its acceptance is immediately acknowledged . A support case is then opened and the issue will be assessed according to impact and urgency to determine the case priority. Breakdowns of critical functions will be addressed immediately, determining the cause. and implementing a solution as quickly as possible . All issues will be logged in Passport's internal issue tracking system and fixed according to priority and severity. Client Support: Monday-Friday 8AM • 7PM EST Phone: (980) 939-0990 Email: heip@passporllnc,com Critical issue support is available after hours via answering service phone: (866) 815-3043 PARKER SUPPORT From an end user service perspective, Pas sport Parking provides unlimited access to parking history and account specifics through the Account page within the application . Customer Support is available 24/7 via the i n-app Support screen . Here, parkers can access an FAQ page where they can begin typing a question or key word wh ich will provide helpful information regarding the technology and its functionality. Support also includes a contact feature that allows parkers to subm it questions or descr i be their issues, automatically open ing a ticket with the support team . Parker Support: Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email : Sypport@passportmc,com Critical issue after hours support for end users is available at: (866) 867-5881 • Green Initiatives i! Passport o As our business grows, we want to make sure we minimize our impact on the Earth's climate. We are taking every step we can to implement innovative and responsible environmental practices throughout NCPA to reduce our carbon footprint, reduce waste, energy conservation, ensure efficient computing and much more. To that effort we ask respondents to provide their companies environmental policy and/or green initiative. Passport's solution is a cloud-hosted Saas product, which requires no hardware or infrastructure to function properly. In implementing a digitally hosted solution, it reduces the physical components or manpower associated with more traditional pass pomnc.co m rf e1 a>oassocta1oc. cam 2020 Pas sport Labs. Inc 36 of 166 •1 1. 27 solutions, such as meters or pay stat ions. While these options may not appear to have an environmental impact at first glance, there are several components that impact a carbon footprint including regular trips to the meters (maintenance, cash removals/reloads. receipt restocks), printed paper receipts, and eventually defunct equipment contributing to overall waste. As Passport's mobile app is 100% digital, all portions of the solution can be accessed via existing hardware (smartphones for end users and internet-connected devices for City staff), all transactions are processed in the cloud, and all receipts are delivered via email. Passport's mobile solution is a sustainable option for cities and their parkers to use that limits the need for physical infrastructure and ultimately reduces environmental impact. while still del ivering a best-in-class solution. Additionally, Passport is committed to improving the world we live in. As such. It incorporates environmentally safe practices into its daily operations. Passport maintains a recycling program of office paper, hard and soft plastic, glass containers. cardboard boxes. and aluminum cans . • Vendor Certifications (if applicable) i ! Passport o Provide a copy of all current licenses. registrations and certifications issued by federal. state and local agencies, and any other licenses, registrations or certifications from any other governmental entity with jurisdiction. allowing respondent to perform the covered services Including, but not limited to, licenses. registrations. or certifications. Certifications can Include M/WBE, HUB, and manufacturer certifications for sales and service. Please see the following pages for Passport's certifications . passportinc.com rfm<il ga:;spgmnc cam 2020 Passport Labs, Inc 37 of 166 •1 1. 28 i ! Passport PAVMENl CARD INDUSlRV DATA SECURITY STANDARD PCI COMPLIANCE CERTIFICATE coN1PLIANc1: CERTIFICATE - PRESENTED 10 This is to certify that A -LIGN ha s v ali dated Pa ssport Parking compliance with the Payment Card lndL1stry Data SeCL1r ity Standard (" PCI DSS") 3 .2 .1 for Level 1 Serv ice Provider. On-s,te testing was performed i n ac cordance with the guidance provided by the Payment Card Industry Security Standards Council ("PCI SSC") to determine that payment card data stored, processed or transmitted by Passport Parking was secured i n accorda nce with the requirements of PCI DSS . ROC DATE : AOC DATE: C111o1:,1111,t,. V,• 06 September 2020 • '-.. 06 September 2020 # A PCIDSS Issu ed b y : Pre sid en t , A-LIG N 1 ··\~:,,,,I \.tit. 'I.., .... ,,...,of~ .. p~, ... ,,~ .. d :,, ;\ lK •• • II .... , ,...,,. '"""°°' 1"'1,tJ lo• .. •o:.,,l c.zi,,1 11,j t.1 , t • fm-...J••·1111.j t,, I f Cl~ • :-1'\•' ,: .. r. I r,,tl "I, l:'\, m4r,.., ,•~".I D' t:'.(')I,•, I:' \ ..,.,.j r1,r..,.,,._"lt I<>-.• co r1 \lit·1t1h t11 l'1 I~•••• -i•f ~,11 -t •, wi:1l ·~'l,-U..-111"••"'., '4•+ •I '""' :.1tt•1Mlit-f' ,~• ~ J"'r .,ri,,,f .ti .-:) \"I i •t.., :,,rr•i <"'In r~-.t"I ,~ .. tS-uQ • ,,. .... , .. ;,/•..th:',. II ·~-J ft., ., • t,···· ,,,, d.,..,i 1;1 '1wl11 •t1 .. J l<ri 'ff"~ 1 -~., .,-.'fl'l,A,~'\_r ... ,,1 , ,t ... ::c1 L•J'.i v' ,, • -..... ;, J♦ ►·~ ,..,,;. t I l-tlJ t Tr,:\, .. , •. !,..,, ... i ... , hJ! ........ , ' t ....... I'll,'.~ .. ~.-"') ;~,i,,. :h .. : 1'• .. ,. f, ..... t• 1 .. , t I• ( ..i1~•~-! I ~ :., 11 h i 1 1:,-.-11, I, 1h.1•, l"'I I '"'"' 11 ,,. V• , •·) • ._ ... ;,, .. ' .. 1.1, •' j 17 1, ... , :, •• , 11 •• , .. , ... Tl'•IIIC,t.111\,,t, : •• \01'1, ,\ (,1',.I ,or,1nn',,i ,t,..•,1 ,.-,, ... y•,., ...... \1r1 1 ,~.11•.l(""'l passportinc .com rfo@oassooa,nc com 2020 Passport Labs, Inc 38 of 166 •1 1. 29 i ! Passport _;)._ A ·LIGN INDEPENDENT SERVICE AUDITOR'S REPORT To Passport Pa rking S.:opn We hilvc. .,.,,rmne d P,1ssport P,11~111!j ·~ ( Pa;.~prnt ' u r 'th!! C0t11p,111y) clL:,cnpllcJ q L>f 1ls Mobil e Pay Transactior, Serv ices S~•stem for processing user ent ,ties· 1,ansactIons ertit led "Descnp;,on al Passport Pur~111g s Moti,le Pay Truri:,ac;l •or • Se1v11.,n s Systcrn · throughout thu p,:nod Dcc.crnOi:!r 1 2018 lo Novernber 30. 20 19 (descnr,t,on \ a,id the stHlalnht/ of the des ig n and operat,ng effecti.-Hness of Passpor1 s controls included •n the description 10 ach eve '.he related control object,ves slated ,n the description based on :he c11l011 a 1dcnt ,1 1cd u1 l\sscrhon of Passp,Jr t P irk111y ·s M d n:,gumont' (.isser1ion) P.<ssporl u,c, AWS 101 cloud liu,lirig ,;e ,v ir.:es nu: ouscnµtion i1>clu<.lcs only thu ,;orilrul ot,jr:r;t,vt::, a,1,J rnlaterl c.nntrols nf Passport and Axclunes the .-:nn tr ol ob1 e.-:tives anc1 rnlatAd .-:ontrol.~ of thA subservicA organization. The description also ind ,cntes thnl certai n co ntrol objectives specified by Pnssport c~n be r,e,l111Ne1J only ,r comµle1ncnl,1ry sub~crvtce organ,z;,uon cunlrols a:;st11ne;d 111 the design or Passµurl are sui lalll~ designed ;inli operat,ng effer.hve ly , along with tne rel11ted contrcls at P11ssr,ort. Our ex;imination <J1d nul extend to controls of U1e subser v1 u; organizat,un. arid we have not cvaluutcd the suotab1IHy or tnc 11os1on or opcr,1tin9 offer.tivcncss of such c-o mplc,m P.ntary subscrv 1co or9,1n,7;ition controls . Ttoo dos r.r,pt,on ,nclir.,11cs lh;il crn 1,11n con tro l o~ojr,ct ,vr,s spnc1f,od ,n the dnsr;1,µ1,011 ,::an ~,o actii cvc<I only 1f complementary user entity controls contemplatec in tt:e design of Passport·s controls are suilably designed .ind uµcrat,ny effectively , t.1long ·.~1\11 related controls ul !Ill' se1 w ..:e org.in1;wtion. Oui exa,mn;,11011 did riot n~tonn to such cor.1plomentary usr,r enl ty co ntrols. ,111d we hav(, no,. ev.1lur,mcl 1hr. s11it;ihility of tha clo~1gn and operat,ng effei:tiveness of such complem entary user enhty controls. S,;,rv,ca Organization ·., Resp,111sib1/il•&~ In Si>cl,on 1 ot th,,-ror,on. P,1ssp ort h ,1~ provided u,oor il!'.Smtior, about rho ta,rress 01 me pmsP.ntat1on ot tne description ano 3uitability of the ces,gn and operating effecth1eness of the conlrols to acnieve the related l on lrol 01Jjecli•11,s slated iri lht! tfo•,rJ p1,on P.<s<;p o,t i,;; respu11s1ble lor pn,pminy the cle~::ropt,on and their assertion, 1nclud,ng thA completeness , ar.c urar.y. and method of presA r,t;i :ion of lhA description and thA assertion . providing the services covered b1• the description specifying lhe control object,ves a11d staling thHfll 1 , the C!esc np tion ide111 ,fyi:1g the risks flmt threaten thH :u:hiBveine"t of tlm control 01J1ert1ve~. selec.t1rg the criteria . and designing, Implementing, and docurnenling controls to achieve tfie related control ObJCChVC'S s ·~,ted ,n lhe descriphc,n Service Auditor's nosponsibiliries Our responsibility is to exprnss an opir11nn on the f;iimess of the presentation of the de'>crlption anct on !he suitability of lllc dl..'siy11 and 0µ11rati11g effc,~tivencss or the co11trols lo a<.:llicvc tilt• rcl.ilcd co ntrol 01J1cchve~ stc1ted ,n 1he c1e1;;:ription. ba;;F.td on c;,.1r examinat,011 We t:onduclecl our oxar111nahon m ar.r:ortlflncc wolh atlP.sl,,tio n slandanls ost:itJll<.lled hv ll•e Anierir.m, tnstilute of Certified Public Account.mis. Those standards require thal we plan and perform our examinalron tu 01J1u111 reasonul,lc ,1ssura11cc al1oul wl1l'tl1cr, ,11 <1II rnate11al rcsp<:<:ts l>.i~ed or, the t:11tc11a 111 m.:inag..,nir,nrs assc:nior,. u,c rJ,,scriptinn ,;. f;mly r,rcsontorl anct the control $ wore su,tably <le<.igncd a•1d operating effeclively to actueve lhe relaled control olJ1ectives stated in U1e description lhrougl1out lhe period l)r,t;f!•nber ~-2018 le, Nuvm11hr,1 '.lO. 2019 We tmliev,, lhc1t 1h r, r:vi<le111;1i we ohl ,t11 1ul 1<. ,.,.1f,ci1i11I and appropriate to provide a reasonabla basis for our opinion passport,nc.com rfo@oassPartinc com 2020 Passport Labs, I nc 39 of 166 SSAE 18 ■1 1. 30 i ! Passport An examination of a description of a scNicc orgallization·s system anc the su ltao ,llty of the des ign and o pnm!mg eflecl,vnness of rnnlrols 1n~nlvec; • perfnrr11111g J.nncedures hJ 0Lta1n Pvidf-lnr.t:i r1oout the fairrtP.Sb of ttl e pres,~ritntion nf Hie t.Je,11cr1ph o11 and the suitablll!y of the design and opera ling e'fect,veness of those controls to achieve :he re la:ed control ot,ject1ves staled in the dcscnpt,on based on the cnten;, in managements a:;sert,on • 1-1ssess1ng the nsk<; ltml the rle-.cripl1011 is not f.-1 i•ly prt>si,nled ann ll•al lne corilro l~ were nol s111tat1 ly rlos1gncd or opcratn,g offoct1voly to ach1ovn tho relatod control ohJo ct,vos staled 1r tho clc5cnpl1on 1est1ng the operating effor:t veness of those cnntrols rtiat rnanagoment c:onsiders necef.sary to ;.,rovide reasonat.,le .-.ssurarrce H1ut !tu: related control oll1ecl1ves statt!d •n th.:? desc:npliu, w<?•t! act11ovod • c•1a1uahn!J ;t,u ow1rall prcscnwt on of Ille clcs,:;rrphori and 1111• suilnt;,1,ty of the cor i trot olJJc chv c s stated therein and the sultabilily of the criteria soedfied by the service organ zat,on 111 thei r assc111on lnhc re,,t L1m11a1io11s The desc:ription is prepared to mP.A1 lhfl common needs of a hro;irt rnngA of user ent ,;ies ;ind lhP ,r ;iunitors 1'.ho audit and repor1 en user cmil1cs· financial swtcmcnts and rnay not lhl:reforc include c,cry aspect of tr1e sysrem lhat. ea,;h i11d1vid11:il ust r cnlity nmy consider unportant 111 115 own uarti, ul,11 Pnvironment Because of their n;iture. controls at a seNice organization may not prevent. or e1e:ec1 ar-d corrPct. all arrors 01 omss,ons 111 process,ng or reporting lrnnsacuons l\lso l!1c pro 1ec:tJ011 lo tho futu,e of any e•1t1luat,on of the f;mness of tho prosonlation of tho :!escnpt,on. or condus ,ons ah.-:ut ihe su1tah1 hry of tho design or operating effectiveness of the controls to achieve tt>e related con;rol objectives. is sub ject to the ris~ that r nnlrc l'> ot fl service argani;atinn may hec-.ome ,narlPq11:ilr nr fail Dusuiµlion uf 7£.sts uf Co11l10/s ThA specifir: r.ontrots tested, ;ind !hA nilll,re. t,m,ng, ;ind reo;ulls of ti-lose te,ls ;ire llstA<I in Ser.tior, ,1 In our opinion. 111 all 01ater13t respects tnned on tile crite11a deeocnbed 111 P;;ssporrs ,,ssc,tion . a. tne description fairly pre,sente the Mobile Pa\• Tr;msachon Services Syste,r, that was desr(]ned and in,plernenled ll1rou9huut the period Decembt•r 1. 2018 lu Novembe, 30 . 201!) n lhR ,.ontrnts relalt,o lo lhf! rnnlrol ob12c.11ve,; stat Pd 111 lhe defirJ1 □11on wPrr-,;11 ,lilhly 0Ps1gned lo provide reasonable assuran.:e that thP c:ontrol nhJecl,veo; wo uld be arh1eve<1 r the conlro ts operated elf('c:tr,ely throughout Hie oerood Decen,t.,e, 1. 2018 lo Novernt11.'1 30 2019 ln<J subserv•ce organiz,uons and 11ser enc,11es applied tile. ~omp,ementary user e1,11ty controls contemplaled in the design or Passoort·s controls throughout the oeriod December 1. 2018 to Nu1•en1tJer 30 2019 r.. !he comrols o □er;ite<l effectlVAly lo p-ov •dP. •f!;i,-onable assur;inoa that !he r ,,nlrnl nh1e ,~1 vPo; :;lated in the dcsc:ription were ad1 ,cve,J Uuougtru ut Ille period Decemucr 1 2018 lo Nove1nbor 30 20 t 9 11 corn plomunt;:Jry sul.l~e rv1co ort1Jn ,;:;illon arul u ser 011t1ty co11lro ls as~umo in the rJes lgn or Passoorfs rnnt•ols oper;itAd effer.1 ,v11ly thro11gho11t thP penod Occen•ller 1 . .1018 lo Noven,ber 30 20 IY passport1nc.com rfo@oassoon ,nc com 2020 Passport Labs, I nc 40 of 166 •1 1. 3 1 Rcstrlctod Use This report Including fhll desrnpllon of tests ol controls and results thereof In Ser.Mn 4 1s 1nten<1e<1 solely fur the u1fo1111allo11 a11u use of Pc1ssporl user entities of Passport's Mou1le l-'dy Trc111sact1011 Services Syshlrn during some or all at the penoo Decarnbar 1 2018 to Novarnher JO 2019 and thFJ 1ndependant auditors of such user entll1es. who have a suffic ient understand ing to consider it. along with other information Including 111for111at1on at,out controls implemented by use r ent 1t1es U1emselvcs whcm assessing the nsks of maienal m1sslalemnnts of usar entrt ,es· finanr;1al stalements This raport Is not intended lo he and should not ba usei.J IJy anyone other lhan these spucified partie~ February 7 ;io;io Tampa. Florida Pronric'nry MC' CMMt'nlinl i! Passport passport1nc.com rfp@gassaorttnc com 2020 Passport Labs, Inc 41 of 166 •1 1. 32 TAB 5: PRODUCTS AND SERVICES As Passport's software and services are always evolvtnJ! the exact desi1m, naminJ! conventions, functionality, and support structure (as examples) may vary from what is described below at the time of service delivery. "To ensure our clients receive the latest product of(eri nJ! and a superi or client experience, th is proposal shall expire 6 months from the bid submi ttal date unless otherwise extended or updated by Passport in writin!l or noted by the client in the RFP" If awarded the b id, Passport will work with the City to develop a detailed Scope of Work (SOW) document wh ich will capture all of the requ isite services and functionality needed. Th is SOW will be attached and incorporated into the contract and will serve as the mutually aweed upon source of in and out of scope contract deliverables. Smee the d iscovery session wi th the City may uncover addi tional needs or novel work(lows poss i ble with Passport's technoloJ!Y that ore not contemplated or requested in the RFP, the SOW and mutually oxreed upon contract terms will toke precedence over the RFP and Passport's response . Th is proposal is conditioned upon a}!reement to mutually nexotiated contract terms and includes our list of exceptionslmodi{icotions. Respondents shall perform and provide these products and/or services under the terms of this agreement. The supplier shall assist the end user with making a determination of their individual needs. The following is a list of suggested (but not limited to) categories. List all categories along with manufacturer that you are responding with: • • Payment Options -The mobile payment for parking system must have the following payment options: o Mobile payment system (IVR) Comp ly. Passport can provide an IVR solution to accept payments via phone call, however, Passport discourages the use of IVR, as it has found that it is a historically underutilized (less than 1 % of all parking sessions), cost-ineffective payment option . Should the City opt to move forward with IVR. it will be the City's responsibility to procure the toll-free phone number, and any costs incurred for minutes will be automatically billed to the City . Passport will program the City-procured phone line with its IVR call-tree to prompt callers to initiate and pay for parking. o Pay by mobile application Comp ly o Pay by web Comp ly Mobile payment for parking system (IVR) -The vendor must provide an IVR system with the following requirements: o Users can call a toll free or local number. Camp i\ o The system recognizes the user (account) based on the incoming number. Comp ly o One account can be associated with multiple landline or cellular phone numbers. Non-Comp ly A phone number is an identifying characteristic for an account and as such, multiple phone numbers cannot be on one account. o The IVR system must recognize user inputs by touch tones and speech. f"art1r1t-Comp ly The system is able to use inputs via touch tones. o The IVR system must have menu options and dialog, including: ■ Begin parking • One account can hold multiple vehicles (license plate numbers). The system must allow the user to choose a vehicle If multiple vehicles are on the account. Co rnply ■ Extend parking• The system must have the ability to restrict extensions that are beyond the maximum length of stay. The system must have the ablllty to reject purchases on the same block for a set amount of time after a maximum purchase. Comply ■ Sign up as a new user. comp ly i ! Passport passportinc.com rfu@Pi!S$90OI0C.CPm 2020 Passport Labs, I nc 42 of 166 ■1 1. 33 i! Passport o If a user selects the option to begin parking, the system must: ■ Prompt for a meter/block/zone ID. Comply ■ Query the parking system Inventory to confirm that parking Is permitted at the current time. Comp ly ■ Prompt for the time to park -The system must have the ability to Impose a minimum time purchase. The system must have the ability to restrict purchases to increments of time. The system must reject an entry greater than the length of stay. Comply ■ Confirm that the purchase Is complete. Comp ly ■ Prompt whether to remind the user that the parking session is set to expire with an automated SMS or email. Non -Coinp lv. ■ Prompt for the number of minutes before the expiration to send the remlnder.l-.Jon -Co n1p ly o If a user selects the option to extend parking, the system must: ■ Verify that there Is a currently active parking session. NI A ■ Prompt for the time to extend. NIA ■ Confirm that the extension is complete. NI A *Please see IVR Diagram on next page ... passportinc.com rCR@PassPorttnc com 2020 Passport Labs, Inc 43 of 166 ■1 1. 34 llew f'ar~er t:alls Wolcomo to Passport• You rru.i bo c:111,ng ,...,tho cellphono tl•at roce.-eb te~t rnessagos to use this serv,ce. If you have 1111 ,Ph one o r Android. hangup new a ••d """ th,.. Passport Parking App. Othe,,..,..,, Sl.'.l~ on th,.. '""· You entered 1234 to 4'nlor a I, d,g t Pl', to accoss your 1{';34 account To cr•ateyour PIN, enter L your ,, d1g,ts now. • Press 1 10 c ~nf,rm P1v~~ 2 to Lrcalt! o ,i.hHc,t111l PIN 0 • Press O 10 spea~ w i th an attendant • Press 9 10 repeat this menu Pa rk 1n1: Sl·o rtcut s: f Pross 1 to use C•od,t l Oob,t Ca•d 1 Pra ss 1 to stay un 1,1 XX hours P rocs 2 to onlor tho l e ngth of ~our st ay Pr oss • t o cancel Pre!'i~ 1 t~ confirn 1 Pross 2 to start over Press Oto speak w ,th an Jttend;,nt Press 9 :o repeat th ,s menu You e nte red zon,.. c,do 101 you choso t o stay until 4 :45PM, Tuosdn y. \'our pi1rking fe o w itl be $3.75 You r ccnvcnior c o fee will b~ $0.06. Your lO lul park ing foe w111 oe S3.8 l • Pre ss 1 lo con f,r m Pras s 7 t o std rt o,er Transaction Complete 7 2 ···········0 1 E11h.:1 DAIJit/Cred,t Card Numhcr Emor Expirtat,on Month • Pres 1 ,r you rocci,ca a c,:aucn • Pru!.!,, 7. tf ·1ou hnvo r1uosl10n!,, 1h ou t tht? 1o no m,mher • Pross 3 ,f you havo questions about using tho :,y~tcrn • Press 4 ,f you are ••neroencine technir.a l d1'f1cu n 1cs • J>ross ~ tor all other qucshon~ Parking SJpport Center i! Passport passportinc.com cta@Passoortinc cgm 2020 Passport Labs, Inc 44 of 166 To oti1g1n, Qntgr th" Zone Numler followed I y the •t• key 123 ABC Enter the L Ct!ns,.. Number followod by tt,o "II" key Ctwnga Lnt ·y ■1 1. 35 • Pay by Mobile Application -The vendor must provide smart phone applications with the following requirements: i ! Passport o Mobile applications need to support existing and new Android, 10S, BlackBerry and Windows Mobile 7 versions, In addition to a browser version. /\lternat1ve ly CrHnp ly Customers can also create an account over the internet through Passport's companion website, for users with alternative platforms to iOS or Android, or who do not wish to use an app. The site is mobile-optimized and mimics the same look and feel of the app, for customer convenience. o Applications can be downloaded from the Android Marketplace or Apple Store, or equivalent. (11 mplv o Applications can be downloaded or redirected from the vendor's website. Cornp ly o Applications can be downloaded or redirected from NCPA's website. lon1pl v o When a user launches the application, It must: ■ Prompt for the username and password (for registered users). The application must have the ability to save the username and password to expedite future log ins. 0 11 1pl 1 ■ Provide an Interface to sign up as a new user. Comply o Upon logging In, the application must have the following options, with identical functionality to that of the IVR system: ■ Begin parking via GPS, QR Code, NFC or manual entry. No11-Con1plv Passport does not support the use of QR codes, however, it provides a number of ways for customers to quickly and easily Identify parking locations including Nearby zones, Recent zones. and manual entry. Recent zones will display the user's last two distinct zones based on the ir parking history. Nearby zones will appear when the user Is within 5 miles of City zones based on the latitude/longitude coordinates configured on the back end. Users will be notified to enable location services to take advantage of th is time-saving feature. Historically, Passport has found that the functionality associated with scan/tap parking signs has the potential to turn into negative publicity as individuals alter the static scan/tap codes to present something much more nefarious than originally intended by the City. Additionally, by the time an individual gets close enough to the sign to scan/tap, the benefit of being able to pay from anywhere is lost. With that said, Passport is open to the use of scan/tap parking signs within an environment and would encourage the City to have a universal scan/tap that can be used by any provider in the market, should the City choose to use this functionality. This is vitally important if the City is offering multiple applications within its environment to be managed by a single source. By including a universal scan/tap, it will allow for any mobile payments provider to offer the functionality/build to the universal specification defined by the system operator/City. Therefore, the market (individual parkers) would be able to decide whether this is an important functionality or not. based on whether they are using mobile payment providers that offer the functionality versus those that do not. As a software-only solution, there is no hardware that requires NFC-enablement, therefore, a cell phone is not required to be within range in passportinc .com cfp@oassRPOinc, com 2020 Passport La bs, Inc 45 of 166 ■1 1. 36 order for the system to work. However, Passport Parking is GPS-enabled, so when using the app, it will automatically show the customer's location relative to zones nearby, along with rate info. The app offers a "Nearby Zones" feature, which will display zone shortcuts for entry based on location (the City must provide latitudes/longitudes for each zone). With GPS abilities and proven signage practices, customers will be able to effectively identify zones for a quick and easy start to parking session(s). ■ Extend parking. Cornp ly ■ Check account balance. Comply ■ Recharge account with credit card on file. Comp ly. o In addition, the application must also have the following functionality: ■ Manage account: Add, remove, or edit a credit card. Parna llv Comp ly For security purposes, only a 4-digit card tail will be visible and customers will not be able to edit a credit card number on file, but will be able to add and remove credit cards from their app account at any time. ■ Manage account: Add, remove, or edit a vehicle. Comply ■ Manage account: Select a primary vehicle. Al ternatively Comply While Passport's system does not have a specific "default'' vehicle option, there are several features that make vehicle selection easier. If a customer has multiple vehicles on file, each option will be displayed in a scrollable menu at the bottom of the app screen for easy navigation. Each vehicle can be given a nickname (e.g. Bob's Honda), so that customers can easily select their preferred vehicle from the account listing. The system does require the user to select which "saved" vehicle each time they park to avoid reliance on what could be old information and the potential of getting a ticket based on a user error. ■ Manage account : Add funds to the account from a credit card. Corn p ly ■ Transaction history showing all paid parking sessions by: Date and time, Duration, Rate, Total amount, Payment method, License plate number, Meter/block/zone ID. Lurnpl y o For new or extended parking sessions, the application must: ■ Remind the customer that the session Is about to expire with a push notification on the phone. The user must be able to turn this feature on or off. Cornply. " The application must have Industry-level standards to encrypt and secure credit card and other personal data. lomply Passport will provide a mobile parking application that enables people to easily pay for and extend parking sessions for the City. This native application will be available for free download from the Apple and Google Play stores. To account for those parkers who do not own an Android or Apple device, the Passport Parking app is also available through a mobile-optimized companion site. www.passportparkjng .com , which provides the same user experience and is accessible via any internet-connected device. i ! Passport passportmc.com rfo@oassaon,a&com 2020 Passport Labs, I nc 46 of 166 •1 1. 37 GotStortod • • Parkers can create an account and start a session through the app in less than 1 minute. ,. H .. tory , ... • Paymont Jl • ..... ... .. .. ·••·· 2l • .,.._ 2J it• .. ... ....... ,, ...... Jl , ... _I 9 ·00 J.3 .,._ • • Easy account creation a. quick log In LPN & space -based environments supported Powerful rate engine to manage rates, rules a. regulations Credit card , wallet & unbanked payment options Account management. easy session extension s a. e•recelpts Passport Parking User Experience REGISTRATION & LOGIN To get started, a parker will download the app for free from the Apple or Google Play store and create login credentials. First, the parker will confirm their identity by entering either their email or phone number to receive a 6-digit confirmation code. Once their identity has been confirmed, they will remain logged in each time they go to use the app for convenient future use. If the parker wishes to log out, they may at any time. u Oet Started Oet Started ___ .,. .. __ , •o., P.,-t~ cnot• llJ •1-6 .,, a ti 0 ·o ,-A 1• w· 't R s 0 r z X 'c INITIATE SESSION i ! Passport passportinc .com rf P@Pi!S$POrtinc,com 2020 Passport Labs, Inc ·1 G v_ v· u 'I 0 H . 'J K a _N ,., p L ,:) I) 47 of 166 1 2 l 4 • • a 0 6 0 4 6 0 •1 1. 38 Add Payment New parking sessions begin with entering the zone, entering in either a vehicle LPN or a parking space number (depending on whether the City operates in an LPN-based or space-based environment), selecting a time, and then confirming their session and payment details. Passport optimizes its user flow with shortcuts at each step, streamlining the user experience for the parker. This has made Passport Parking one of the most highly utilized applications in the market, which saves the City from extensive wear and tear on its machines. In a space-based environment, once the zone is selected, the parker will enter their space number. Passport will ensure that this number is clearly marked on a decal a -•- affixed to each parking meter or on the ground in front of the space. As the parker enters each digit of the space number, the app will utilize a dynamic function to remove unavailable spaces. The parker can either select from common session durations, such as minimum or maximum, or can specify a specific duration as configured by the City. If there are changes to the parking rates tied to specific times of day or the number of hours parked, these will be clearly defined for the parker above the t ime selection options. ~ w '-~ i ~ r:~. ~~: 1,1 q ,£; f; \s' p· 1: :~ :£ UJ :~1 ci 1~: (z; X/s [.i{J .~~ r,;, i,'i •iJ "'~~11 PAYMENT METHODS When starting their first parking session (not at account creation), the parker will be required to enter payment information. To enter a new credit card, the parker will input the card number, expiration date, CW, and zip code. /J Passport's available payment options are all major credit cards (Visa, MasterCard, Discover, AMEX, etc.) and credit-card issuer backed debit cards (i.e. the Visa/MasterCard logo is present on the card). All parkers will be required to confirm their payment when starting a session. The acceptance of payment through Apple Wallet, and Google Pay are all payment options definitively included on Passport's product road map, scheduled for release by the end of 2020. The confirmation page clearly outlines the zone, space number, vehicle parked, start time, end time, parking fee, convenience fee, and payment method. When the parker ···" .. ., i ! Passport P irymon1 passportinc.com rf P@oas:saortinc com 2020 Passport Labs, Inc confirms the details, the payment method will be authorized by the gateway. Pre-loaded, Closed -Loop Wallets Passport's mobile solution can be configured with a preloaded, closed-loop wallet, enabling customers to easily create and manage a digital wallet directly from the application, to be used among other available payment methods. Many clients have utilized this feature to minimize physical Interactions for payments and transition toward a digital solution that is easier to fund and manage. This wallet allows customers to pre-load a larger sum of money onto their account, which will then be debited each time the parker pays for a transaction via mobile wallet. When customers use this option, 48 of 166 •1 1. 39 the City will receive the full value added to the customer's wallet the moment it is purchased, regardless of when they use it to park. The digital wallet is dually advantageous as it saves the City money on merchant processing fees and it allows the customer to avoid multiple small charges for parking sessions as the full value of the wallet is authorized at once upon re-load, as opposed to each individual subsequent transaction . City administrators can create and manage wallet offers in the back office. Wallet offers can be set up with City-specific configurat ions such as preset wallet amount requirements, minimum recharge amount requirements, auto-reload capabilities, and other settings. Once the wallet is created, customers will be able to purchase a wallet to use for parking sessions. PAYMENT CONFIRMATION All customers will be required to confirm their payment when starting a session. The confirmation page dearly outlines the zone, space number (if applicable), vehicle parked, start time, end time, parking fee, convenience fee, and payment method. When the parker confirms the details, the payment method will be authorized by the gateway. Any payment method that is incorrect, fraudulent, or has insufficient funding will be denied and the customer will receive a notification that payment was not confirmed and the "Active Session" screen will not appear on the app. After a session is completed, they will receive an email receipt detailing their session. All previous parking sessions will be accessible from the History screen within the app. All receipts can be accessed at any time, with the option to resend via email as needed. NOTIFICATIONS & EXTENSIONS Once the parker has started their session, an Active Session tile will show on the app's main screen which shows the zone, session end time, and other key details about the session. As the session nears its end time, parkers will receive a notification from the app reminding them that their session ends soon. Depending on the City's preferences, parkers can be given the option to remotely extend their time upon notification of nearing session expiration. Limits can be set on extensions by the City to help increase overall parking compliance, encourage parking turnover, and ensure customers are not abusing this convenience. Passport's app does not charge the customer's credit/debit card until the end of the session, meaning that extending a parking session only incurs a single charge for the parker and a single merchant processing fee for the City. UTILIZATION SUCCESS STORIES Below are some examples of the success of Passport's mobile app, which has been implemented in thousands of locations nationwide and has experienced high app utilization rates. The City of White Plains, NY, with the help of Passport's marketing expertise and exceptional customer support, went from 7.3% utilization with their former provider, to 45% utilization using Passport Parking, within 1.5 years of the switch. Passport also helped the City of Savannah, GA transition from physical meters to a mobile solution, resulting in $200k processed in mobile sessions across 60k app sessions on a monthly basis in 2019. Finally, the City of Gainesville, FL, in partnership with Passport, experienced seven times the amount of mobile transactions and over eight times the value in mobile app revenue within the first six months of switching to Passport's solution. Passport is happy to provide additional case studies on the success of its products and services and is confident that the City will reap the same benefits . USER & COMMUNITY ADOPTION i ! Passport passportmc.com rf P@nassooa ,a, cam 2020 Passport Labs, Inc 49 of 166 •1 1. 40 Paid parking is critical to create turnover, which helps businesses thrive, but residents who frequent these local businesses often voice their concerns about frequently overpaying to support these businesses. Passport Parking allows local merchants to validate their customers' parking sessions using discount codes. This creates a win-win-win dynamic for all parties involved; the City increases parking revenue, parkers are incentivized to shop locally, and local businesses gain another opportunity to reward loyal customers. Additionally, Passport's merchant validation program puts all of the tools necessary to create, manage, and track validations directly into the hands of the merchant, ridding the City of the burden of such management. How Merchant Valldaclon Works 1. Merchants load a balance on the validation account management site. 2. Merchants create codes for a predetermined amount to allow customers to discount their parking session. 3. Customers enter the code to receive a discount for their parking session. 4. Validation amount is then deducted from the merchant balance and transferred to the City. AlAfJ-1 Merchants of the City will be able to utilize their own version of the Passport back office to create discount codes and manage customer validation. They will create an account for their business with a payment method that will send funds to the City. Once set up, the merchant can create discount codes, sett i ng the amount, expiration date, and customizing any restrictions as needed. Merchants can keep track of all codes that have been validated through their accounts and can recharge their accounts as needed. Passport Parking User Interface Features ACCOUNT MANAGEMENT Customers will be able to easily manage all aspects of their account through the My Account page --including contact information, vehicles, and payment options --as well as see an entire history of their parking sessions. Here. they will also be able to edit their profile, access support tools, and update account settings. Please refer to the Acco11111 Manugemenr section below for full details. SHORTCUTS Qulc;k Pork For repeat parkers, past sessions can be repeated in just one click with Passport's Quick Park. By recognizing parkers' patterns, the application will automatically pull up the parker's most used sessions --including zone, duration, and payment method. Parkers can swipe through these sessions and easily repeat them. This lends itself to Passport's application being highly successful. Progre.u,ve Profiling Once customers download the app for free and create login credentials, Passport reduces the time taken for first-time payments through a method called progressive profiling. This is where Passport collects the minimal amount of data needed, as parkers only need to enter a valid email/phone number and payment information. Card payment information is only i! Passport passport,nc.com rfP@PaS$PPOIO&CAID 2020 Passport Labs, Inc 50 of 166 ■1 1. 41 requested once a transaction is initiated, in an effort to streamline the registration and avoid 'hang ups.' Passport has conducted thorough testing and found that this process ensures simple registration and promotes a rapid uptick in app adoption. Passport is the only provider that offers this simple registration process, which increases utilization for clients. Receoc and Nearby l<J11<•1 These features enable parkers to quickly initiate sessions based on their previous activity and location . "Nearby Zones" identifies parking locations when a customer is within 5 miles of a City zone, based on latitude/longitude coordinates configured on the back end. Customers will be notified to enable location services to take advantage of this time-saving feature. "Recent Zones" will display the customers last two zones based on their parking history for quick location selection. END USER SUPPORT Customers will have a number of resources available to help resolve app issues or concerns available 24/7 via the in-app "Support" page . Here, customers can access an FAQ page where they can begin typing a question or key word which will provide helpful information regarding the app technology and its functionality. Support also includes a contact feature that allows customers to submit questions or describe an issue , automatically opening a ticket with the Passport Support team and end users can also reach the Passport End User Support team directly from Monday -Sunday BAM -9PM EST via phone at (704) 817-2500 or by email at suoport@passport jnc,com . • Pay by Web • The system must provide a website with the following requirements: o Participant must have the option to have a customized website (e.g. http://www ... com/NCPA) or use the participant's standard website. o Support desktop and mobile browsers. ,-omrtv o When a user launches the website, It must: ■ Prompt for the username and password (for registered users). The website must have the ability to save the username and password locally on the device (PC or phone) to expedite future logins. rornpl ·,1 ■ Provide an interface to sign up as a new user. Cornply o Upon logging in, the website must have the following options, with identical functionality to that of the mobile application: ■ Begin parking. Comply ■ Extend parking. Comp ly ■ Check account balance. Comp ly ■ Recharge account with credit card on file. 1rnp l v ■ Manage account. Comply ■ Transaction history.Comply o The application must have Industry-level standards to encrypt and secure credit card and other personal data. Conip ly Passport Parking Companion Site Passport's service offering also includes a parker-centric website, which enables users who are using alternative platforms or who do not wish to pay for parking via application. This website is available on all internet-connected devices and features all of the same core functionality as the mobile parking application. This enables customers to pay for parking via other devices such as laptops or tablets and is accessible via all modern web browsers. The site also mimics the same look and feel of the app enabling this population of customers to i! Passport passp o rt1nc.com [fp@QilSSPOtl lnc ,cm 2020 Passport Labs, I nc 51 of 166 •1 1. 42 have the same user experience as those using the app. Customers will access the website at https://park.passportparking.com/park/ and follow the prompts to register if they are a new user, or will otherwise proceed to entering their phone/email and associated 4-digit PIN to log in to their account. m Passport Parking OWi .. - 0 ...... , .... ---. . .... .._____.. ..... --·· ' . - 0 ·-··-~···· Once logged in, customers will enter the applicable zone number based on signage/decals in their parking area. Dependent on the particular zone, customers will either enter a space number or choose a license plate number that will be associated with their parking session . ...___.. ....... 0 ...... •II,,..,_..,,""' ••• , ..... ti •·"-"• ., _.,.¥,,, .......... , ....... -------.,:u ••.• ' .. ,,, 1r .. , •• ,.,., ..... - ...___.. ..... --.. . 0 , .. , ....... . ,..···-•-·--.. •·· .. ·· .... ,. ____ _.,, ........ _._,_, ..... ... ---.,-.,, .... ---·-··-........ ------·· Customers will select their duration either from predefined minimum/maximum options or through a custom duration selection. Please note, customers will be notified if they attempt to select a duration that exceeds the maximum parking allowed for that location and will be prevented from proceeding to the following screen. Customers will be required to confirm i! Passport passportinc.com rfp@oassooa,nc com 2020 Passport Labs, Inc 52of166 •1 1. 43 their session prior to initiation, and the app will include all details related to the session •· including zone, location, space or LPN, start/end times, parking fee, convenience fee, and payment type. It 1Jd Once initiated, an active tile screen will appear indicating the time remaining on that session. The screen will also include "Session Options" where customers can extend their session, stop their sess ion, see any available discounts, and obtain additional information about the zone. • ..... I·--. II \ ............ ' In regard to account management, customers will have all the same functionality as the mobile app . There is a full menu on the left-hand sidebar of the website (see third image i! Passport passportinc.com rfo@oassoortinc com 2020 Passport Labs, Inc 53 of 166 •1 1. 44 above) where customers can manage the ir parking account including the options below. Please also see Accounc Managem ent below for additional details. • Updating profile information • Adding/removing payment options • Adding/removing vehicle options • Accessing support tools (submitting bug report, querying FAQs} • View Passport's Privacy Policy and Terms & Conditions Passport ensures security and privacy of data across all product offerings, including the smartphone application and the accompanying companion website. Credit card numbers are encrypted with AES-256 with a rotating encryption key and all sensitive information is stored in an isolated card storage database per best practices. All transactions are tokenized at the point of transaction, meaning that cred it card information is encrypted from the time a user inputs data into the system. Passport's server then reads the tokenized information and sends the proper data to the merchant processor. Tokenization reduces the risk of credit card fraud in the event of a breach since there are no actual credit card numbers ever stored or transferred in the system. • Account Management• The system must provide multiple ways for a user to manage his or her mobile payment for parking system account. This section contains the requirements for account management. i ! Passport o All Interfaces for account management must have Industry-level standards to encrypt and secure credit card and other personal data. Comµlv o Users must be able to create and manage accounts through a website (desktop and moblle versions), mobile application, IVR system, and through a live customer service representative. ran:,a l co,np ly While customers can create an account via IVR, they will not have access to account management through this method . Customers who registered through this method can access their account information via the companion website. o Users must be able to create new accounts with the following parameters: ■ Username (email). Comply ■ Password Comp ly. ■ Phone number(s). Comply. ■ License plate number(s). Comp ly ■ Credit card number Corn ply. ■ BIiiing name and address. Corn ply o Users must be able to access a history of all transactions made on an account and be able to view reports and receipts showing: ■ Date and time. Cornp ly. ■ Duration Comp l y. ■ Rate Comp ly. ■ Total amount. Complv. ■ Payment method. Comp ly. ■ License plate number. Cornp t.,. ■ Meter/block/zone ID. Cornpl} o Users must able to configure reminders for session expirations, Including the ability to: ■ Enable or disable reminders. Lomply. ■ Configure the type of reminder (SMS or email). ( omply passportinc.com rf P@PaSSPOrtlnc com 2020 Passport Labs, Inc 54 of 166 ■1 1. 45 o When funding an account, the system must have the ability to Impose a minimum charge/recharge amount. ~ omf.)lv o The system must have the ability to automatically notify a user and/or recharge the account If the account balance falls below a certain amount. /\lt em,1uvely C omt)ly The Passport parking application provides a prompt before a customer begins a parking session notifying them that their wallet must be reloaded to pay for the transaction. Additionally, customers are immediately notified if the credit/debit card being used has insufficient funds. o The system must be able to support both pay per transaction and pay out of a "mobile wallet" models. Co rnp lv ■ The participant must explain any difference In cost between these two models. ro,np ly Passport Parking Account Management Customers will have access to full account management regardless of whether they use the application or the companion website. Customers will create their account via phone number or email and a unique PIN. Customers are able to reset this PIN once successfully logged in. The application will keep the customer logged into their account every time the app is opened, making account management as convenient as possible. The website will save the username locally on the device, only prompting the 4-digit PIN, for expedited account access. Customers can easily log out of their account at any time. The account will include a profile page that includes the customer's name, phone number, installed app version number, and User ID . Customers can log out of their account from the profile screen . Parkers can toggle a variety of other settings from their account: i ! Passport • Notifications can be turned on or off as desired, via system preferences for the app of the device in use. • For language settings, the app enables language localization, meaning it automatically uses the language based on the device's language setting, but can be changed at any time. Passport currently supports English (US), French (CA), Spanish (MX), and English (GB). If the phone's language is set to something other than English, Spanish. or French, the appl ication will default to English. • Parkers may create, manage, and delete vehicles associated with their account. During the create session flow, parkers may choose between using previously-added vehicles and creating a new vehicle, and will manage these saved vehicles within their account. • Customers can manage their payment options to be used for mobile sessions . Only the 4-digit card tail will be visible and customers will not be able to edit the credit card number, but may delete cards and add new ones as necessary. Customers can also manage their digital wallets by loading additional funds into their account. From a cost perspective, transactions for customers using a mobile wallet will be authorized only once, at the time of wallet reload, and the City will receive the full value of funds at the time of reload. For card payments, the customer's credit/debit will be authorized for each individual transaction. passport1nc.com rf P@Passoou tnc, com 2020 Passport Labs, Inc 55 of 166 •1 1. 46 For Parker Support, the account provides FAQs, Terms & Conditions, and Privacy Policy. Parkers can ° contact Support directly via a 'Contact Us ' link (iOS) or My Account History message icon (Android) that is visible on the FAQ screen. 2S 11,c '"" 6 1n.,.. 23 All customers will have access to their Parking History, which displays a full list of all previous parking sessions that were initiated from their account. To view more details about a session in the list, parkers may tap into the session to see a full breakdown of session details, including zone info, start and end times, fees, and payment type. From here, a customer can resend a receipt, as needed. 23 ,.,_ 22 ...... 23 ,u - .. .. Administrator Requirements • Administrator Portal -The system must provide a website accessible only to designed system administrators. Comp ly o Customer service representatives must be able to create and manage user accounts. Lomp ly o Customer service representatives must be able to activate or deactivate mobile payment system user accounts. Partial Co m pl I Passport's back office allows City administrators to deactivate/suspend accounts but does not allow for accounts to be activated by City administrators. o Administrators must be able to run reports on transactions and accounts. Comp ly. o Administrators must have an Interface to query transactions for ticket adjudication purposes. Comply • Reporting • The system must provide reporting functionality to designated administrators of the system. These reports must Include data on: i ! Passport o Transactions made by: ■ License plate number. Cornplv ■ Phone number. Nun-Comply Passport Intentionally limits the exposure to Personally Identifiable Information in order to maintain its high standards of security and PCI compliance. There are other ways to recognize a specific user without risking the exposure of PII such as User ID or Transaction ID. ■ Username/account number. Comp l y ■ Date and time. Comply. ■ Duration Compl y. ■ Rate Comply. ■ Total amount. Comply. ■ Payment method. Comp ly ■ License plate number. Comp ly ■ Meter/block/zone ID. Comp ly o Account sign ups. Comply. o Account charges/recharges. Comply o The system must allow reports to be exported to: ■ Microsoft Excel. Comply pass portinc .com rfo@oassooalnc com 20 20 Pa ssport Labs, Inc 56 of 166 ■1 1. 47 ■ Text flies. Non-Comply ■ Database flat flies. Nori-Comp l y ■ Direct connection with another database. Comply o Reports must be available for viewing or download within reasonable time. The participant must provide performance metrics on its reporting tool, with scenarios such as: ■ Number of new accounts per week. Cornp lv ■ Amount of transactions per day by meter/block/zone ID. Co•np ly ■ All transactions in a calendar year. Comp ly • Parking System Inventory -The system must have the option for a web-based tool to manage the Inventory of the parking system. This section describes the requirements of the Inventory management tool. o The Inventory must hold Information on each meter/block/zone, Including its: ■ ID Co mpl y ■ Address Comply ■ Status (active or inactive). co , np ly ■ Rate Comp ly ■ Hours of operation. Con 1ply ■ Hours of restrictions. Com pl y. ■ Maximum length of stay. Comp ly o Once a change is made to the Inventory, the system must be either updated immediately or queued for update at a set time. Comp l y o An administrator must be able to use the tool to manually update the attributes of a single meter/block/zone. /\llernat ve Comp ly Passport offers complete visibility and discretion over the configurations for a particular zone. Passport's Product Support team can define unique attributes for the different zones across the City's parking environment. This could mean flexing parking costs based on time-of-day, implementing different mi nimum/maximum parking durations, or limiting/preventing parking extensions for each particular lot or parking location. These attributes and nuances are maintained by Passport's Product Support experts on the back-end, who have supported some of the most complex parking environments nationwide including Chicago, IL, Toronto, ON, and Boston, MA. o An administrator must be able to Import a file to update the entire inventory. Air e r native l y Comp ly While Passport does not provide system updates to the entire parking inventory through a single-file upload, Passport will ensure that any necessary updates to the City's park i ng environment will be implemented by Passport's expert Product Support Team to ensure that inventory is kept up to date. ADMINISTRATOR PORTAL All Passport products are accompanied by the Passport back office system which will allow the City to manage and oversee its parking environment including monitoring sessions, managing wallet offers, and conducting analytics reporting. Passport's back office is accessible from any modern browser. i ! Passport passportinc.com rfo@oassaortlnc cgm 2020 Passport Labs, Inc 57of166 •1 1. 48 - Security All user interfaces require a unique user ID and password . The password's strength requirements include a certain number of characters and length. The default configuration is an eight character password containing one numeric character. The City may customize their password strength requirements, including length, upper case letters, lower case letters, numbers, special characters, and password expirat ion dates . During implementation, Passport will work with the City to establish password standards that meet City needs. The City can also create login credentials for its staff that match local credentials for a streamlined system from a system user perspective. MAIN ADMINISTRATOR The City will assign a main adm i nistrator that will have full d iscretion as to how system access is distributed. The main admin istrator will manage all other accounts including account creation, access control, and password resets. As the ma in administrator will have full access and control over the enti re system, this designated person should hold a posit ion of trust. Access permissions will be defined during implementation and will thereafter be managed by the main administrator, as mentioned above. Within the back office. the "Roles" module allows the main administrator to change the back office access for an entire role . Common roles include : Accounting/Finance, Customer Service. or Enforcement team members. Based on those roles. the main administrator can set access controls, meaning access to specific functions and features can be "turned off' depending on a user's role within the City. Multiple roles can be assigned to one user. AUDIT TRAIL Each user will have a unique login ID and password credent ials to keep an audit trail of all actions with in the system and prevent impermissible access . Each time a user attempts to log in to the system, they must enter these credent ials. and the login wil l record on the Admin Audit report. Through the back office "Reports" module. administrators can also run i ! Passport pass po mnc.com rfo@oassoortinc com 2020 Pa ssport Lab s, Inc 58 of 166 •1 1. 49 the Admin Operator User report which displays changes to system roles or users (e.g . permission changes, system view changes, new users, etc.). ROLE-BASED ACCESS The back office offers customizable permission-based user groups for different levels of access for City staff, specific to their operational roles and responsibilities. In the interest of security, a role may only be able to have a certain dashboard view, reporting access, etc. when using the system, and the main admin istrator is capable of restricting access to every function and feature . 0 f ~ .. '"8 l"pl.1y 0 .IJ1r,., 0 ■=1 .. ,·011 0 :.,n, 11m .. ,n.,.,, 0 • T lu111,~ "~'"' 0 .,, .. , ... ~ .... , c~,v.:-,:~""•n" SUSPENDED PARKERS Suspending an account temporarily prevents a parker from accessing their account. This Is typically used where the parker has tried to use fraudulent payment methods In the past or has otherwise abused the system. To suspend the account, the operator will look up the parker In the back office. The parkers account page Includes an option at the bottom to Suspend and requires a reason for the suspension. Once the reason is provided, the account will be suspended and a new box will appear on the account profile page listing the Suspension Information: date and time, operator, reason, and user. To remove a parker from suspension, the operator can look up the parker again and dick "Remove" next to the i! Passport passport,nc.com r(9@gassaorttn,com 2020 Passport Labs, Inc 59 of 166 ■1 1. 50 line item with Suspension Information. Once clicked, they will be asked to confirm their decision and the account is removed from suspension. Report lJPta,IS . - ll'i 4/ ~(J'4 'J1 JI ~·~•'Cf,,.,... ',J•.,J'-t (N';hJ :..a<~ u • • .J~• • Yt ,l(f , • .,,(T, (.),.,•l"l(t..ar,o 1¥,: l°lll ... co..rii "',"J.'')') \()()·",.f(I •••,O I/ I • ,,0'.10/l~ l,'O .... tC.•14.-olViJlJt;,1,I,-,~ l\,11,:_r,-:1,. \ti'••' ••1:"0C••IV'(~''••l'"1 •• ,s·n·,, • , I ll il ;Q':i)I :J \.J1(1 ►,o&,!~•:it,.flt:,"'11ttl•.,,.tv,e·•1•,a1"..,_,,.,.,, '•f"''.J'("4t>'J.o •<•."l.),,lif'd(t,1 t-rf',Of\ •• l I' ' .... .,,., ,11.1 I""'·" ..... :~'1 \J., .... ,: lf1• v• I loh ,,,.~ , .• n., r,fl,11'•, l:'I C'l ;o·: ,;-.i u rtt.,,g, •-co.,,-• 1, .. ,,. ·••--# ... , .. ,,,1..-\1-• "'"'•o.,,~,n,. ·H~J:J I ' ]0' t fl! l'., l.'tl ,..r.r:1 Ir •U !t• ·:,,~ JJ l, ,,, .. ~a;n1 C'.-tt ,n 1•, J t/1111 2-),,~ City administrators will have the ability to run reports on transactions, accounts, and query transactions for ticket adjudication purposes. Please see the Reportrng section below for additional details. REPORTING The Passport Parking back office comes stacked with the most robust reporting capabilities in the industry across its 25+ standard reports with unique data visualization tools. Back office reports will allow the City to analyze their environment and make data-driven decisions. Predefined Reporu Passport's predefined reports cover a myriad of topics related to the entirety of the City's parking environment. In running these reports, the City may choose the time frame, being as broad as all transactions and as specific as a given day. Below are examples of reports that Passport clients can access from any modern browser at any time. i! Passport passportinc.com r{p@oassport fnc cam 2020 Passport Labs, Inc 60 of 166 •1 1. 5 1 . Report Type Description Transaction Report Dally Total Revenue Summary by Zone Validation Transactions Merchant Report Utilization by Space User Report Provides detail of every transaction including the: • Space or License Plate number • Username/account number • Date and time • Duration • Rate • Total amount • Payment method • Meter/Block/Zone ID Provides summary of transaction count and revenue by day Report shows summary data by reporting zones, allowing the City to see information by pre-defined geographic areas Details validation occurrences by local merchants Provides transactions based upon the date and time of merchant processing capture Shows most utilized spaces Report summarizes new and unique user activity of the pay-by-phone parking solution Transaction Report ,. .. Daily Total Revenue i ! Passport passportinc.com rtp@Ras§ooa inc com 2020 Passport Labs, Inc 61 of 166 •1 1. 52 . 4tl Hoc ueporu Aside from the predefined reporting, Passport will also work with the City to create custom reports. Whenever a custom report is generated for a specific City, that same report will be made available to all other clients . From the web based back office, all reports can be downloaded E at any time to Microsoft Excel files and emailed as necessary : EXPORT with the click of a button. The City can also schedule certa i n • B EXCEL reports to run automatically and email to relevant staff : according to a City-defined timeline. Passport's reporting functionality will provide the City with aggregated data to analyze trends, predict future progress, and implement City-wide initiatives backed by real-time insights. As mentioned above, in the interest of security, a role may only be able to have a certain dashboard view, reporting access, etc. when using the system. From any modern browser at any time, City staff with access rights can access the back office Reporting module. PARKING SYSTEM INVENTORY As a Software as a Service (SaaS) provider, Passport does not prov ide parking meters or hold Inventory for physical meters, however, Passport integrates with dozens of Industry-leading single-space and multi-space meters providers the industry including IPS, Digital Luke 11 , Flowbird (CALE/Parkeon), MacKay, POM, among many others. Passport will work with the City to i ntegrate with its vendors, as necessary, to share and streamline data across the City's parking operations. Passport will update all block/zone information for all data points listed above. Dur i ng implementation, Passport will work with the City to define its parking zones, rules, and restrictions in accordance with City business rules. Passport's mobile payment solution empowers clients to support their dynamic parking environments and the people that travel within them. Passport offers complete visibility and discretion over the rates in place throughout parking locations. This Includes managing various rate structures, overriding rates for events or holidays, and implementing new rates with the assistance of Passport's Product Support experts. The following examples demonstrate some of the rate configuration capabilities utilized by Passport clients : i! Passport • Multiple Time Limits/Doy: Passport can easily accommodate multiple time limits in a given day. Rate Chains can be for as short as a minute or as long as a day, given the regulations on that blockface . This allows Passport to configure the most complex rates, including multiple time limits in a day, increasing rates, and prorated rates . Additionally, with Passport Parking, the parker will be able to clearly see the change in rates based on the time of day . • Event Rates: The City can create event rates, which will override existing rates, to easily accommodate special events and capture additional revenue. The event rate selects a particular zone with a specific start and end time and rate start time. The City will also have access to an Event Summary Report, which will show the revenue passportinc .com rW@PassPoa tnc cam 2020 Passport Labs, Inc 62 of 166 •1 1 • 53 captured from events within a specific time frame, the number of transactions, and deeper dives into Individual event details. • Holiday Rotes: Passport can accommodate holiday parking through either free parking, custom rates, or through parking restrictions which will be set up during implementation. Once rate changes or parking restrictions based on a particular event or holiday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an applicable zone. • Minimum/Maximum Durations: Passport can work with the City to define a zone's minimum (e.g. 15 minutes) and maximum parking duration and is able to configure the rate such that users are able to select increments up until the maximum parking time, depending on how long they intend to park. 1mplementat1on of Rote Changes The timing of rate configurations can vary depending on the complexity of the change, however, once changes to rates are configured by Passport's Product Support team, these updates can be pushed into the live environment effective immediately or scheduled for release according to a City-defined date/time. Other Technical Requirements • Data Security• The system must exercise Industry standard protocols to ensure the protection of any data stored and transmitted In the system, Including: o Securing physical servers, storage, etc. Cornp ly. o Firewalls to protect against unauthorized access. Corn pl y o SSL encryption on websites. c,Jmµly o PCI PA-DDS level 1 compliant on all applicable data. Cornp ly o SAS 70 Type II certified before the Notice of Award. CL,rnp ly. o The participant must minimize NCPA's exposure to sensitive data, such as: ■ Credit card numbers. Comp ly. • Personal Information of users. Comply. ■ The participant must describe Its data security plan and disclose any breaches of security. Comply. Passport's core competency Is mobile payments and has therefore made every effort to ensure a secure payment experience. These efforts include PCI-DSS compliance, SSAE No. 18 audits, and white hat testing by a big four consulting firm. Passport utilizes both Open Web Application Security Project ("OWASP") and Web Application Security Consortium ("WASC") to stay up to date on the latest security news and vulnerabilities that may affect its services. Passport also utilizes Ubuntu security email distributions for information related to vulnerabilities specific to its operating system. PCI-DSS COMPLIANCE Passport maintains PCI-DSS Level 1 Version 3.2 compliance and will continue this top level of security throughout its lifetime of business. At its core, Passport is a payments company, so privacy and security are considered foundational. Please see Vcndnt ( en,r,cac,om above for Passport's PCI Compliance Certificate. i! Passport passportinc.com rfo@Paswort lnc corn 2020 Passport Labs, Inc 63 of 166 •1 1. 54 DATA OWNERSHIP There are four different types of data involved with Passport's solut ions, and data ownership is determined by the type of information involved. Please see below for explanation and ownership details: • Operational Data is data specific to the City's operations that is provided by City to Passport. The City owns this data and permits Passport to use it. (e.g. rates, cost of ticket, etc.) • Personally Identifiable Information (Pl/) is information that permits the identity of an individual to whom the information applies to be reasonably determined or inferred by either direct or indirect means. This data belongs to the end user . (e .g. LPNs, addresses, etc.) • PCI-D55 Data Is data concerning cardholder accounts; the card networks and/or the end user own this data, but Passport is permitted to use it and is obligated to secure it in accordance with PCI-DSS. • Activity Data is data generated through Passport providing services to the City, and by end users' interactions with the services or with Passport directly, that is not otherwise PCI-DSS information or PII . This data is owned by Passport, but Passport can agree to expose or otherwise make available some of it to the City for its internal use. All mobile pay session data will be accessible to the City in real-time through the back office . Access to certain data can be set with access rights depending on the employee's title. Upon termination of the contract for any reason, the City will be able to extract historical data as it relates to the future of City's parking management. Once the City has exported all necessary data, Passport will have all data purged from the system. DATA BREACH PREVENTION Passport is first and foremost a payments processing company, bringing this service to its clients through its advanced technology. In order to do this effectively, security is paramount to operations at Passport. Passport processes over 1.9 billion mobile payments, all while going above and beyond required security measures to provide peace of mind to cities, parkers, violators, permit holders, and riders. i ! Passport pwc ~~ A·LIG N VISA mostercord • PricewaterhouseCoopers has conducted eth ical hacking on Passport's system. • Passport hires A-LIGN to assist in meeting specific auditing and security assessment needs . A-LIGN helps navigate security standards for credit card transactions and ensures that Passport continually meets and exceeds those standards. • Passport utilizes Secure Socket Layer (SSL) to securely transfer sensitive data between the application and servers . SSL Is the standard security technology for establishing an encrypted link between a web server and a browser. This link ensures that all data passed between the web server and browsers remain private and Integral . passportinc.com rfo@oassooafn, com 2020 Passport Labs. Inc 64 of 166 •1 1. 55 • Passport is listed as a certified gateway provider on both Visa and Mastercard's national registries. Additionally, Passport is recognized as a sponsored service provider for both companies. In addition to these security measures, Passport utilizes multiple levels of security to secure against data breaches and/or theft --including VPN, encryption, intrusion detection, penetration testing, and file integrity monitoring. ROLE-BASED ACCESS All Passport user interfaces require a unique user ID and password , to ensure that data is safeguarded from unauthorized access. The password's strength requirements include a certain number of characters and length. The default configuration is an eight character password containing one numeric character. The City may customize their password strength requirements, including length, upper case letters, lower case letters, numbers, special characters, and password expiration dates. Each security measure plays a specific role in preventing access to data that resides in the system and allows clients to fully trust their partnership with Passport. AMAZON WEB SERVICES Through partnership with AWS, Passport stores all data securely, with both electronic and physical measures in place. Only Passport has access to stored data, which is encrypted and protected by firewalls. Passport has built the infrastructure of its technology to maintain system uptime in the event of even the most severe technical problems. Passport, In partnership with AWS, safely stores all data electronically in the cloud. In addition to encryption methods and firewall protections, AWS employs physical security measures to protect stored data, includ i ng restricted access based on a valid business justificat ion and and physical access points recorded by CCTV. • System Avallablllty • The system must provide redundant/f allsafe servers which ensure at least 99.9% uptime of all components of the system, Including: 0 0 0 0 0 0 0 IVR, Including the availability of live customer service representatives. 11p l 1 Moblle applications. un-111l v User and administrator websites. r u1111 ;lv Integration with existing multl space meters (only for the Integration part for which the participant Is responsible). Comply Integration with existing enforcement systems (only for the Integration part for which the participant Is responsible). Cu,nµh The proposed system must be able to handle up to 50 million mobile payment transactions per year, Including up to 12,000 transactions per hour. Cornp ly The system must provide system uptime reports from the past 4 years and also provide a plan to scale the system to support additional users and transactions. Comply Passport is constantly pushing automatic updates, storing backups, and making overall improvements to its solutions and services without interrupting its 1200+ clients. If there were to be any issue that caused interruption for the City, Passport has automatic backups stored for real-time restoration so that the solution can continue to work for the City while Passport's engineers work out the issue. i ! Passport passportinc.com [fp@QaS$9PO I0& ,cm 2020 Passport Labs, Inc 65 of 166 •1 1. 56 AMAZON WEB SERVICES Through partnership with Amazon Web Services ("AWS"), Passport stores all data securely, with both electronic and physical measures in place. Only Passport has access to stored data, which is encrypted and protected by firewalls. Passport has built the infrastructure of its technology to maintain system uptime in the event of even the most severe technical problems. SYSTEM BACKUPS & REDUNDANCY aws All Passport systems and data are hosted on redundant servers that replicate and backup data on a recurring basis to ensure systems stay functional. Passport has built its technology framework to endure even the most critical technical problems to maintain system uptime. In the event of a natural disaster or power failure in its East Coast server. Passport will automatically utilize the other active server, with no lag in performance. Passport's system of internal quality control and ongoing system maintenance ensures any technical issues experienced are never critical to revenue or overall system functionality. In the event a technical problem does surf ace, Passport has dedicated staff and established procedures in place to resolve every issue as quickly and thoroughly as possible. DISASTER RECOVERY Passport maintains a comprehensive IT disaster recovery plan, which is formalized and assessed regularly . The plan covers all essential and critical infrastructure elements, systems. and networks in accordance with key business activities. The disaster recovery plan covers a myriad of potential threats and disasters to the system, as well as the remedial actions that should be taken in the event of disaster . Passport has contemplated and planned for every possible scenario, including failures of each partner in the process. Should a disaster occur, Passport's Disaster Recovery Team will assess the situation and is responsible for establishing facilities for an emergency level, restoring key services, recovering to business as usual, coordinating activities with third parties, and creating the incident report. To prevent disasters from happening, Passport undergoes a number of preventative checks and verifications. These checks are run alongside the production database, looking for anomalies and discrepancies in the system . Following any incident requiring the Disaster Recovery Team, a report is generated outlining the incident, the people notified, the actions taken, the outcome, and a full assessment of the effectiveness of the recovery as well as a breakdown of "lessons learned." SCALABILITY & UPTIME Passport has the ability and know-how to scale in each installation, expertise in processing massive transaction volumes, and is constantly updating and improving its technology. This has resulted in Passport being able to: • Support 96 unique mobile pay applications, one being Montreal. QB which is one of the highest utilized applications (65%) in North America, with over 1 million transactions per month • Process up to 400k parking transactions on peak days or approximately 16.Gk transactions per hour Passport clients do not have to proactively seek system upgrades and Improvements and will not have to wait to take advantage when they occur. All components of Passport's i ! Passport passportinc.com rfu@passaoa tn, com 2020 Passport Labs, Inc 66 of 166 •1 1. 57 solution maintain an uptime of approximately 99.92% and 99.9% uptime over a six-month period. As a software solution, Passport is able to continually and remotely innovate, install, and manage all software upgrades for its product, which is maintained by a team of In-house designers, product managers, and engineers. Integration • Multi space meters • The system must be able to communicate with the back office system of the existing multi space meters. The system must have the following requirements: o Send each transaction to the existing back office system or a 3rd party system as it happens in real-time. Comp ly. o Accept transactions sent from the back office system or a 3rd party system. C'1mp lv o The participant must provide examples of data formats and delivery methods used to communicate transactions to and from external systems. Comri ly • Enforcement -The system must be able to communicate with any enforcement system. The system must have the following requirements: o Allow a device to query the payment status of a vehicle through its license plate number using an API provided by the vendor that Is compatible with: ■ Android Comp ly ■ 10S Comp ly. ■ Blackberry Comp ly ■ Windows Mobile. Com p ly ■ A platform agnostic web service. Comp ly o Allow a device to query a list of paid vehicles through a meter/block/zone ID. Comp lv. o Allow a license plate recognition system to query the payment status of a vehicle through its license plate number. Lamp l) o Pull or receive a list of license plate numbers flagged by law enforcement. Comp ly o The system must be able to send an alert when a matching vehicle makes a parking transaction. Comp ly. o The participant must provide examples of their enforcement integration models with other clients. Comp ly As Passport grows as a company, so does the reach of its capabilities within its clients' parking and mobility operations. Passport currently has hundreds of live integrations with related providers and utilizes open Applicat ion Programming Interfaces (APls) for easier future integrations with the intent to fully connect its clients' ecosystems. In addition to connecting to third party providers, Passport continues to expand its own offerings to create an end-to-end solution for its clients , Among the services being offered and available to the City are mobile payments for parking, full scale citation management, an online payment portal for citations and digital permits, and digital permit management. As a leader in the mobile payment industry, Passport has provided its parking application to hundreds of clients nationwide. Across this diverse client base, Passport has integrated with a number of citation management systems as well as permit and parking meter systems in order to provide cohesiveness across clients' entire parking ecosystems. Passport integrates with dozens of industry-leading single-space and multi-space meters providers in order to support the most informed citation issuance for enforcement officers. i ! Passport passportinc.com rCP@cassaoa, nc,cam 2020 Passport Labs, Inc 67 of 166 •1 1. 58 Passport integrates with all major meter providers in the industry including IPS, Digital Luke 11, Flowbird (CALE/Parkeon), MacKay, POM, among many others. These ticketing integrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using OpsMan Mobile. If the City has a different enforcement provider, Passport will work with that provider to deliver a seamlessly integrated experience. Passport's existing enforcement integrations include IPS, T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AIMS, and Gtechna to name a few. If parking enforcement officers are not all equipped with an internet-connected issuance device, Passport will provide the City with its monitoring feature, which tracks all active parking sessions and is available via any Android device. Moniturlng The monitoring feature allows parking operators to determine active sessions by zone with the option to view sess ions at the space-level for space-based zones. Each session will include the LPN or space number, how much time is left on the session, and the session status, such as active or near expirat ion. This is particularly helpful if the operator's parking enforcement software does not have connectivity and the enforcement officer needs to verify a parking session. Q m m l ~ Ill 41 ilt II) ,,. ,,, Q Cl Cl Q \J' ••• :,.,1, w. Cl ~ m Cl m Cl Jt', •• .. • m D Cl Cl m Cl Cl 0 ~ '8' -ci' ~ -i l Cl o -0 -i--~ -_-if-; J; 1 c o·.= • c-·a ~-a--m---:; ·a , ·; Cl c.. a ;iii 'rii ; a I a m m m ~ m m I a l 'I l" '1! :1,11 ,.:.,, ll•t •• Cl Q Cl m m Cl a Cl "" ~ Cl Cl Cl ENFORCEMENT INTEGRATION EXAMPLES Genetec Passport is integrated with Genetec LPR technology, which is able to consume Passport Parking session data to ultimately use toward enforcement purposes . With this integration, when a parker pay s w ith the Passport app, parking rights are automatically synchronized with AutoVu mobile ALPR enforcement units. All information is passed i n real-time, thereby decreasing the number of parking ticket disputes and increasing compliance in payment from parkers. This integration is active in municipal it ies across North America such as New Westminster, BC, and Hudson, WI. Passport is the mobile pay, digital permit, and enforcement provider for Salt Lake City and currently integrates with their paystation meter provider, IPS. Another example is Cincinnati, OH. Here Passport currently provides a mobile payment solution and integrates with its IPS enforcement solution. Passport also has a live integration with IPS in San Jose, CA. CONDUENT ~ Passport also provides its mobile payment solution in Ch icago, IL and integrates with their existing citation management provider, Conduent. as well their paystation systems provided by Flowbird/Cale. i! Passport passportinc.com rfo@oassooo lnc.com 2020 Passport Labs, Inc 68 of 166 ■1 1. 59 ■ DATATICKET.. @S YSTEMS Passport integrates with Data Ticket in both Fremont. CA and Seal Beach, CA where Passport provides Mobile Payments. Passport is currently working with DataTicket as they implement in Pasadena, CA. Passport currently provides a mobile payment solution for the City of Austin, TX and integrates with their exist ing enforcement provider, Brazos/Tyler Technologies, as well their paystation systems provided by Flowbird. Passport has an existing integration with the City's enforcement vendor. T2 Systems. which is implemented in cities such as Sedona. AZ, Bartlett, IL, as well as the University of Delaware and University of Wisconsin at La Crosse. among others . For the T2 Flex enforcement application, T2 Flex initiates an inbound request to pull data from Passport's application, allowing officers to see mobile payment session data in real -time while they enforce. Marketing The Vendor must provide examples of marketing plans used in other cities or markets. In addition: • The vendor must provide an initial marketing plan to promote the use of the system, including details on the message, medium, location, and frequency of marketing. Comp ly • The vendor must provide a comprehensive recurring marketing plan. omp lv • The vendor must supply all promotional and operational graphics, excluding the street slgnage used to Identify meter/block/zone IDs. L om ply All marketing plans and materials shall be approved by NCPA prior to implementation. •omplv Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results. During the kickoff meeting, the marketing team will leverage its deep understanding of the parking industry, user preferences, and large-scale marketing plan execution to formulate a launch strategy that incorporates the City's unique needs and characteristics. Passport will develop content around the transition that will be utilized in a variety of channels to market to end-users, including: • PR • Digital Banners • Print Materials • Social Media Content • Email & Web Content PASSPORT PARKING MARKETING PACKAGES i ! Passport passportinc.com rfo@oas5Pao,ac,,om 2020 Passport Labs, Inc 69 of 166 ■1 1. 60 ■1 1. The Standard Marketing Package is complimentary for mobile pay clients and includes signage proven to educate users and drive the highest utilization rates. Premium marketing packages can be purchased, or tailored marketing plans can be prepared at the City's request. The Client Lifecycle Marketing Manager will work closely with the City to determine the appropriate marketing plan based on its needs. STANDARD Slgnage Signs ✓ Decals ✓ Best Practices Guide ✓ Public Relations Press Release (post on website ✓ and social media Press Kit ✓ Press Conference / Demo Print Marketing How-to Flyer (3"x5") Design File Benefit Poster (8.5"X11 ") Design File Validation Code Cards (3.5"x2") Dlgltal Marketing Client Website Content & ✓ Consultation Website & Social Media Banners ✓ How-to Video (30sec) Standard Radio Radio (FM) Spots Experiential Marketing i! Passport passportinc.com rfo@oassoort tnc com 2020 Passport Labs, Inc SILVER ✓ ✓ ✓ ✓ ✓ Qty : 2,000 Design File Qty . 2,000 SS,000 promo codes ✓ ✓ Standard 70 of 166 GOLD (/1 <,I f',,[ltJl.'r PLATINUM CUSTOM ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Custom Marketing Plan ✓ **** Consultation Qty: 3,000 Qty: 5,000 Required for Features and Qty: 500 Qty: 1,000 Pricing Qty: 3,000 Qty: 5,000 SS, 000 promo Sl,000 promo codes codes ✓ ✓ ✓ ✓ Personalized Personalized ✓ 61 Street team One Event Two Events Three Events ONGOING SUPPORT Dedicated Client Lifecycle Marketi ng Manager ✓ ✓ ✓ ✓ *One round of design revisions are permitted, additional revisions are subJect to the hourly rate of $175 . Customer Service • End User Customer Service -The vendor must provide the following customer services to end users: 0 C 0 0 0 live operators available 24n to create accounts and resolve issues. language support for: ■ English Comply ■ Spanish Comp lv Customers looking to establish contact with a live operator must be provided the option at the start of a parking action. Comp ly Callers seeking a live operator must not be on hold for longer than 2 minutes. C,Jrnp ly Music and updated messaging must be provided during calls on hold. Cornp lv Customers looking to find parking must be provided a web-based or mobile app based map, or other method of locating metered parking. Comply (1J1np ly Passport is able to comply with all of these requirements. Please note certain features such as specific hold music, live operator hold time requirements may have an added cost associated . The vendor must provide a customer support plan that includes projected call volumes and number of support staff available. L o,np t> • NCPA Support -The vendor must provide the following services to NCPA: o Technical support during normal business hours of 8:30 am to 6:00 pm, (EST). Comp ly o Engineering staff to perform development, testing, and deployment. Lunip ly o Response times of less than 30 minutes for urgent issues. Co 111pl y o Resolution of urgent issues in less than 2 hours. Comp ly The vendor must provide examples of development project plans and Issue resolution processes with other clients. Cu rnµly Please see the Or:plo'r'mer •r section below. From an end user service perspective, Passport Parking provides unlimited access to parking history and account specifics through the Account page within the application . Customer Support Is available 24n via the ln-app Support screen. Here, parkers can access an FAQ page where they can begin typing a question or key word which will provide helpful information regarding the technology and Its functionality. Support also includes a contact feature that allows parkers to submit questions or describe their Issues, automatically opening a ticket with the support team. Parker Support: i! Passport passportmc.com rfu@PF1$$ROUIO&-CAm 2020 Passport Labs, Inc 71 of 166 •1 1. 62 Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email: Support@oassoornnc.com Critical issue after hours support for end users Is available at: (866) 867-5881 The extent of Passport's support will be limited to questions related to the application itself. Passport will not answer questions related to the City's parking operations and will direct any parkers with those questions directly to the City. Passport technical support will also not issue refunds, which are considered to be a business decision to be made by the City. However, Passport's technical support will void payments in truly duplicative situations, where the parker unintentionally started multiple parking sessions. The City may contact Passport's Product Support Team at any time for technical issues and for help with configuring operator settings within the back office. A pillar of Passport's service offering is its unparalleled support team, which assists parkers and clients across North America, including some of the largest installations in North America such as Chicago, Boston, Cleveland, Toronto and more . Passport's Product Support Team will be respons ible for all of the City's technical support issues . Support Analysts can be reached via email or phone at the numbers and email addresses below. Once a support case is opened, the Support Analyst will assess the issue impact and urgency to determine the case priority. Breakdowns of critical functions will be addressed immediately, determining the cause and implementing a solution as quickly as possible . All issues will be logged In Passport's internal issue tracking system and fixed according to priority. Depending on the severity of the issue, Passport will respond as follows: Priority Elements Support Response Severity 1- Crltlcal Severity 2- High Severity 3- Medium i! Passport Marked by problems or requests that • Crash the system completely; • Corrupt data; • Cause major functions or features to fail to operate; or • Otherwise significant, material, and substantive . Marked by problems or requests that: • Cause significant delays or • Cause minor functions or features to fail to operate that is substantive, but not material. Marked by problems or requests that: • Cause minor delays, but • Do not inhibit the ability to use the service and are neither substantive nor material. passportmc.com rfp@QAS§PPOIOC COW 2020 Passport Labs, Inc 72 of 166 Upon case creation, Passport will dedicate resources on a continual, best effort basis to correct the problem within one (1) day of case creation. Passport will provide the City status updates every one (1) hour until the problem has been corrected. Upon case creation, Passport will dedicate resources on a continual, best effort basis to correct the problem within three (3) days of case creation. Passport will provide the City status updates every four (4) hours until the problem has been corrected. Upon case creation, Passport work during normal business hours and use reasonable commercial efforts to correct the problems within five (5) days of case creation . Passport will provide the City status updates daily. or more •1 1. 63 Severity4-Marked by problems or requests that: Low • Are typically questions, requests for information or • Requests for rate changes, zone updates, consumables, etc. To contact the Product Support Team: Monday-Friday 8AM • 7PM EST Phone: (980) 939-0990 Email: help@passport jnc.com frequently if requested by the City, until the problem has been corrected. Upon case creation, Passport will work during normal business hours and use reasonable commercial efforts to correct the problems or fulfill the request within seven (7) days of case creation. Critical issue support is available after hours via answering service phone: (866) 815-3043 Training The vendor must provide training to personnel designated by NCPA and cooperating agencies in the following areas: • Use of payment methods. Co111ply • Use of any websites designed for users and administrators. Comply • Use of any enforcement tools. Comply The vendor must also provide training for end users, including, but not limited to a frequently asked questions (FAQ) section and/or Instructional videos on the vendor's website. Comp ly Please see the Cimomer Servin, section above. Passport takes a proactive, role-based training approach with client staff to ensure their overall readiness to effectively and efficiently use Passport's web, mobile and hardware mobility solutions during and after system acceptance testing. Adults retain approximately 90% of what they daf Passport's approach to adult learning supports this statistic based upon its learning process. Passport builds learning solutions to support internal Passporters, Passport clients, and partners with the below approach: • What is it? • Why is it important? • How does it impact me? . . -- Show Me • Demonstration • Value Stream 1 Fromwww.bas1cknowledge101.com i ! Passport passportmc.com cfq@oaasoootn c.com 2020 Passport Labs, Inc ~,--._.._-...-,,., ....... ..,-.. ,-.. .. ~ Do It • Perform the task/skill • Practice • Feedback 73 of 166 • Certification ■1 1. 64 Passport's objective for all learning approaches is to provide the most effective and efficient learning experience so learners master the skill/behavior in the least amount of time. Learning solutions are delivered in a few methods: Instructor Led (In-Person) Virtual Instructor Led via City classrooms or multiple PCs Client Success Center (online procedure portal for self-study or self-service) The decision to use any of the three delivery methods separately or in combination with one another is based upon the functional roles with i n the City's organization, the learning activities required for certification, and the facilities & technology available for use. All will be discussed and refined with the City in order to create the best learn i ng exper ience for the City staff. Onslre and Vlrr.ual lnsrruccor Led Training Passport provides In-person, virtual and/or onsite instructor led training prior to testing activities and the Go-Live date to ensure the following : • Those testing have the skills to use and provide testing feedback on the Passport mobility solution(s). , • Train and certify Power Users to support teams during and post the Go-Live launch. • Train and certify Passport Certified Instructors to support teams where the best learning solution is the in-person experience during and post the Go-Live launch. Over 95% of implementations are done remotely and Passport is extremely exper ienced in providing remote implementation and support for municipalities of all sizes. However, Passport is happy to offer on-site training as requested. Should this occur, the City will cover Passport's $895 daily fee plus travel and lodging costs. Passport Cltent Success Center Passport provides an online Client Success Center for City staff to leverage on-demand 24n/365. This houses all mobility solution(s) procedure manuals along with best practices and how-to videos. summary Passport offers a comprehensive learning package to ensure City staff is educated and equipped to perform their roles successfully. Training is designed with the learner in mind and has built-in flexibility to account for different learning styles, roles, time constraints, and products, setting the learner up for success. With the Passport solution, the learning package ensures City staff can address minor hardware maintenance, appropriately handle operational issues, and use the software with ease. ROLE BASED TRAINING i! Passport passportinc.com rfg@pasSAPOI0C, CQffi 2020 Passport Labs, Inc 74of166 ■1 1. 65 Passport provides a comprehensive learning program that focuses on how each functional role utilizes the specific Passport mobility solution(s). The goal is to increase the overall speed-to-proficiency of learners for the benefit of the City's overall productivity as an organization. Passport will work directly with the City to refine and personalize Passport's current program curriculum to create the best learning experience for City staff. To do this, Passport's learning program addresses three key knowledge inflection points for the City: A. Knowledge Readiness to perform User Acceptance Testing (UAT) B. Knowledge Readiness to GO-LIVE C. Knowledge Readiness to support Business as Usual (BAU) operations anticipating new hires, functional role changes and/or promotions A. User Acceptance Testing 8. GO-LIVE C. Business as Usual (UAT) In-Person. Virtual and/or In-Person. Virtual and/or Passport Client Success On-Site training by Passport On-Site training by Passport Center for online procedure for: for: manual access. • Key staff executing the • Specialty roles (audit, In-Person On-Site training testing for each area of the accounting, management) by the City's Passport City Certified Instructors: • Creating Passport Certified Instructors -key staff that will • Management, admins & train and/or certify the back-office, IT, and larger groups of staff for accounting staff Go-Live readiness where in-person training is needed Available: Annual re-certification of City • Creating Passport Passport Certified PowerUsers -key staff who Instructors are the internal experts in the use of Passport solutions NOTE: Roles and approaches can De adjusted based upon the City's guidance. Below is an example of how training can be broken out for specific functions . Function Management IT Team Accounting i ! Passport Program Description Provides leaders and middle management with the skills and knowledge to leverage Passport's information solution set for the improvement of operations. Provides IT professionals with an understanding of the Passport system and how it is maintained and supported. Provides finance professionals with the passportinc.com rfo@passeortlnc cam 2020 Passport Labs, Inc 75ofl66 Delivery Methods Virtual instructor led delivery with self-study Virtual instructor led and In-person delivery Virtual Instructor led •1 I 66 knowledge and skills to effectively and delivery with self-study efficiently utilize Passport's system to support daily, weekly, monthly, and annual accounting routines. Admin & Backoffice Provides administrative professionals with the Virtual instructor led knowledge to use the Passport system to delivery with self-study support reporting and general inquiries. Deployment The vendor must provide examples of deployment plans with other clients that include the following: • Development schedule. Cnrnr lv • Testing schedule. Comply • Roll out schedule. Comp ly • Marketing schedule. C omn i '/ • Training schedule. C•1mp lv The participant must provide a tentative deployment schedule for NCPA that includes all services. (11 mp ly The Implementation of Passport's products will be driven by the Client Implementations team. The Client Implementations team is made up of Project Managers and Implementation Consultants, whose sole responsibility is to quickly and efficiently launch products for cl ients . During the implementation process, a Client Success representative will also be monitoring the project so as to be ready to take over after product launch. The Client Success team, along with Support Services, will be the main contacts for the City from the point of launch through the enti rety of the contract. During the Contracting phase, prior to Implementation, the Solutions Eng ineering team will work closely with the City to build the Solutions Design Workbook (SDW) and the Scope of Work (SOW). The SDW Is used to gather all current parking regulations the City currently has in place (i.e. rates, t ime lim its etc.) and the SOW is mutually agreed upon document laying out all the functionality to be provided via Passport's products and services as well as any custom configurations or integrations that will be implemented with the project. The details of the requested product and its features will be expressly documented and agreed upon between both parties with i n the SDW. The signed and completed SOW and SOW will be handed to the Client Implementations team to be used as the foundation of the Implementation. i ! Passport Solutions Engineer passport,nc.com rW@Pa5SA0OI0C com 2020 Passport Labs, Inc Works with City duri ng the Contract ing phase to build the SOW & SOW which will outline exactly what the City will and will not be rece iving from Passport. 76 of 166 •1 1. 67 Project Manager Implementation Consu ltant Client Success Representative/Manager Systems Analyst Works directly with the City and its stakeho lders. Develops a tailored Project Plan outlining milestones, deliverables, ro le s, and responsibilities of key internal and external stakeholders. Manages the technica l aspects of the project in cluding build ing rates, integrations, system testing, and configuration. Available to the City from the po int of contract execution to expiration; provides continued support post-launch. Determining root-cause software flaws through case intake and research and developing techn ical so lutions to improve product funct ionality for customer operations. Passport has developed an implementation process that has successfully launched Passport's Mobile Payment for Parking solution in more than 5,000 locations in a timely manner. To keep the process lean, Passport maintains active integrations with 30+ software providers in the parking, enforcement, and transit industries as well as 15 major merchant processors. Passport designed its implementation process to be dynamic and flexible, while still maintaining quality. The implementation process will be split into four phases: Setup, Marketing, Training and Launch, with a fifth phase happening pre-implementation during the Contracting phase: Discovery . .. Implementation . . . Phases Key Milestones Parties Involved Deliverables i! Passport Pre-Implementation • Comp l ete Scope of Work • Compl ete So l utions Design Workbook • Client • So l utions Engineer • Sa l es Rep Implementation • Kick-Off Meeting • Sharing of necessary information • Build-out of parking environment • Review Marking Package • Manufacturing of signage/decals passport1nc.com rfu@oassooatnc com 2020 Passport Labs, Inc • Client • Project Manager • Implementation Consu l tant • Sa l es Rep • Client • Project Manager • Marketing / Design 77 of 166 • Scope of Work (SOW) • So l utions Design Workbook (SDW) • Project Pl an • Merchant Processing Application* • Signage Best Practices • Marketing Pac kage • Signs & Deca l s • Press Release* ■1 1. 68 • Testing of parking environment • Ho l d all n ecessary training sessio ns • Signing of Syste m Se t up Approval Form • Han d-off to Clie n t Success & Su p port Services IMPLEMENTATION PHASE BREAKDOWN: • Clie nt • Projec t Manage r • Implem entation Consu ltant • Client • Project Ma nage r • Client Success Rep DISCOVERY • How-to Gu ides • Recorded trai ning sessions • System Se t up Approva l For m • Ha nd-Of f m eet ing The Discovery Phase will take place throughout Contracting prior to kick ing off the project. During this phase, Passport's Solutions Engineers will work with the cl ient to build the Scope of Work document along with the Solution Design Workbook . These documents, along w ith the contract itself, will be handed off to the Service Delivery team. Key Milestones: 1. SOW and SOW a. Merchant Processing details b. System configuration details c. Call out all Integrations required d. Fina ncial documents {W-9 , Tax Exempt, ACH) SETUP The Client Implementations team will use the aforementioned SDW & SOW to begin setting up the client's park ing environment within the back-office system. During this phase, constant communication will be required by both parties to ensure the Project Manager & Implementation Consultant have all of the information necessary to complete the Setup . Key Milestones: 1. Setup Merchant Processing based on provided credentials 2. Configure Operator sett i ngs and privileges 3. Configure all rates/zones/users 4. Set up Integrations based on SDW & SOW MARKETING/ PUBLIC RELATIONS If necessary, a member of our Marketing team will work with the client to develop a Market ing Package that can be used across various mediums to inform local cit izens about the com i ng improvements. Passport also provides complimentary branded signs and decals for new app launches. Signs are typ ically 12" x 18" in size, but can be customized to suit the client's needs . Decals vary in size based upon the make/model and available space for each met er and paystat ion . i! Passport passportinc.com rfo@oassaoa lnc ,om 2020 Passport Labs, Inc 78 of 166 ■1 1. 69 Key MIiestones: 1. Review Marketing Package 2. Approval and manufacturing of signs & decals (4-5 weeks) 3. Approval of the Press Release (if applicable) 4. All signs & decals are installed by the Client prior to launch Once the Setup is complete and the client's parking environment is built, the Project Manager and Implementation Consultant will schedule training sessions with project stakeholders. Key MIiestones: 1. Client and Passport perform testing of client's parking environment 2. Remote training is held between client and Project Manager via video and/or audio conference LAUNCH During Launch, the Project Manager will move the cl ient's parking environment from a non-production to production environment, the hand-off to Client Success takes place and any agreed upon Marking materials will be published . Passport will not launch any product w ithout the written approval of the client, which comes in the form of the System Setup Approval Form. Key Milestones 1. Signing of System Setup Approval Form via DocuS ign 2. Official Hand-Off meeting to Client Success and Support Services Example Project Timeline . i! Passport passport,nc.com rf P@RaSSPOrtfQC, com 2020 Passport Labs, I nc 79 of 166 ■1 1. 70 *Please note all timelines ore subject to change based on project complexity and agreed upon changes to scope. Additional Integrated Services The vendor must incorporate additional integrated services and pricing to their proposal, including but not limited to: • Digital virtual permit management system for monthly, residential, visitor and other parking related permits o The whole life cycle of a permit must be automated. Comp ly •=> Registration, application, {auto renewal) payments, approval {if applicable), and issuance must be performed onllne. Comp ly o Permits can be assigned to the vehicle's license plate number, send to the permit holder's smart phone or other mobile device or printed at home. Comp ly o Online personal account for permit holder to update information and manage their account. Cornp ly. o Waiting list and mass email functionality. Comp ly Passport's digital permitting solution was created to go hand-in-hand with Passport Parking and Enforcement, as an answer to the same question : how can Passport best serve municipalities In fulfilling total parking management? Adding Passport's digital permitting solution to the City's existing parking technology suite will help lessen overhead costs, i! Passport passportinc.com rfo@oassaootnc cam 2020 Passport Labs, Inc 80 of 166 •1 1. 7 1 reduce waste, and allow for seamless management of a nuanced City permitting program. Passport's digital permitting solution allows applicants to apply and pay for permits online, which will then be tied to their license plate numbers and will take effect Immediately or followi ng verification by the City. As perm its are tied to LPNs, enforc ing permitting is exactly the same as enforcing metered parking in an LPN-based environment. Passport's permitting solution successfully powers over 50 complex permitting systems, including the New York City Housing Authority, demonstrat ing Passport's commitment to its product and ability to accommodate and scale to meet the needs of its many diverse cl ients . Regardless of the complexity of the environment, the application process will rema in intuitive for the user and all data will be easily accessible and manipulated for the City's exact needs. CUSTOMER PORTAL The City will receive a clean, user-friendly website where customers can easily apply for, purchase, renew, and manage all permits . The Customer Portal will be completely branded to the City, with colors and logos, configured w ith client-specific permit types, permit cycles, and permissions. The web-based portal can be linked from the City's existing website. This site can be reached by any modern browser and is mobile optimized for access by any smartphone. Through this site, customers can register for an account in under 1 minute. To register for an account, the appl icant will enter their email address. Once entered, Passport's system will automatically generate a verification code that is sent to their email address. The applicant will need to enter and verify their PIN number to finish creating their account. Once verified, the applicant will be able to login using their credentials to apply or renew their permits in the future . i! Passport passport,nc.com rfo@eassaon 10, cam 2020 Passport Labs, I nc 81 of 166 ■1 1. 72 ~ ,.,. To register for an account. select 'Sign Up' and then follow thP ~npen promr,t'> ro enter and venfy a phone numbe nr ernarl address. Once ve, ,fled, ueate a PIN and start an appl1cat1on. Select Permit p For Your Aecot.:nt ~JIIII C "H fo, Your A<counl (...,....tt1• Applicants will have a pre-populated selection of permit types based on the City's environment, which the City w ill define during implementation. Proof of Residence If verification of status (residential, employee, etc.) is required to purchase a permit, the system can be configured to require documentation. The permit applicant will drag and drop the appropriate files to be uploaded to their application. The application will be sent to the approval queue, where a City admin istrator will be required to view, verify, and confirm the documentation. Once approved, the permit applicant will be charged for the permit and will receive a confirmation email including a billing receipt. Address Val/dot/on Passport can maintain a backend repository of valid residential addresses, provided by the City. As applicants input their address online, the system will enact workflows that validate these addresses against this file. This allows the system to enact address-based limitations i! Passport pass p ortinc.com rf P@Pa$5PPrtinc,com 2020 Pa ssport Labs, Inc 82 of 166 •1 1. 73 which automatically supplement in enforcing eligibility through document submission and verification. Vc/11cfe tnformotton Once the specifics of the permit have been detailed, the permit applicant will input their vehicle information. The permit w ill be linked to the vehicle's LPN, but to avoid fraudulent activities, such as sharing a license plate, Passport will also ask for the vehicle make, model, state of registration, and color. Passport's digital permitting solution can be configured to allow multiple vehicles to use the same permit. ,._ .. ,. f 11 11 rn~ ... --. . • I l'-i®' • Drop ~/es ) u Applicot,on Summary Following address validation, the permit applicant will be brought to an application summary page. This page will outline all permit details and the fees associated with the permit. Fees will appear as separate line items for the permit itself and credit card processing fees. The permit applicant will enter all relevant payment credentials in order to complete the purchase. The permit applicant can manage their stored payment methods at any time within the Customer Portal. For security purposes, only a 4-digit tail will be visible, and the appl icant will not be able to edit the credit card number, but may delete cards and add new ones as necessary. Subsequent Applications If the permit applicant already has an existing permit and would like to add a second permit or renew their existing permit, they will visit the same Customer Portal, either through the City's parking website or by visiting the site directly. The permit applicant will log in using i ! Passport passportinc.com rfo@oasseoatnc com 2020 Passport Labs, Inc 83 of 166 •1 1. 74 their email address and PIN. Once logged in, they will have a view of all current permits with the options to renew, manage, change, or add a new permit. PERMITTING FEATURES Ellglbfllry Many permits require that the applicant prove a particular status: resident, employee, student, etc. In order to accommodate this, Passport's digital permitting solution can be configured to require applicants to upload documentation proving their status . The City can set a baseline requirement of the number and/or type of documents that may be uploaded with the application to demonstrate the applicant's status. Once uploaded, the documents will be available for approval and an email will be sent to the appropriate administrator for review. The City administrator will then go through each application in the approval queue verifying the documentation and the status of the applicant. Approvals may be done individually or in bulk, once the documentation has been verified . Once approved, the applicant will receive an email directing them to login to their account, find their "inactive" permit. and complete the purchase. Mu/ti -Vehicle Ptrm1cs The digital permitting solution allows permit applicants to add multiple vehicles to their account, where permitted by the City. The vehicle LPNs will appear In the citation management system as a valid perm it and those vehicles will not receive a citation. This has the potential to allow both vehicles to park legally within the same zone using the same permit. Fraud Pr~vention All permits will be tied to the vehicle's LPN, eliminating the possibility of photocopying, or otherwise creating a fake hang tag or decal. Additionally, when applying for a perm it, the City may require supporting documentation to establish the applicant's status as a resident or employee. If documentation is required, the City will have complete discretion as to the validity of that documentation. l1roroted Permits Passport's solution allows for prorated payments based on the City's billing periods . For instance, if the permit billing period is one month and an applicant is approved for purchase on the 13th of the month, the applicant will only be billed for the remaining 17 days of the month. Limits Passport's digital permitting solution allows cities to limit the number of permits issued within specific parameters. Generally, permits may be limited by the number of permits that may be issued in a given type, cycle, or zone. Permit types include residential, visitor, employee, etc., whereas cycle refers to the duration of the permit's validity, and zone relates to the physical boundaries of the permit area. Once the City sets and reaches a limit, a waitlist will be created. Permit limits can also be manually overridden for specific use cases, such as government vehicles. A specific use case that many cities identified, and Passport now offers, is the ability to limit the number of permits that each household may purchase. Particularly helpful with residential and visitor permits, this feature normalizes each address during the application process into a standard format. With this formatting, if more than a set number of permits i ! Passport passportinc .com rfo@oassa2rt1oc cam 2020 Passport Labs, Inc 84 of 166 ■1 1. 75 originate from a single address, that applicant will be prohibited from purchasing any additional permits for a set period of time. The number of permits and the time frame (per month, per year, etc.) are all configurable by the City to meet its specific needs. Prerequisite s Passport is able to build prerequisites into permit types so that an applicant may not apply for a permit until they have fulfilled a separate requirement. For instance, with visitor permits, Passport's solution can require that visitor permit applicants have a valid residential permit in order to complete their purchase. The system will automatically implement these prerequisites, removing the need for interaction or verification by City staff. With these dependencies in place, the City can have full confidence that only valid applicants are receiving certain permits. Rate DverrirJcs Passport's digital permitting solution makes it easy for the City to adjust pnc1ng in accordance with demand. This feature is applicable anywhere where a permit type has similar rules related to cycle, duration, and proration, but has different price points throughout the City. Once the permit 1s set up in accordance with City rules, Passport can then override the price in specific zones. This will allow the City to maintain a clean application process with only a single permit type but adjust the pricing in areas with higher demand or which are otherwise more desirable. C-:rnnJIOn J Passport can facilitate permit extensions in two different ways. depending on the needs of the City. The first option mainta i ns the same permit number from month to month and merely updates the ''Valid Until" date upon approval of another charge (additionally, the permit holder can opt Into auto-extensions). These simple extensions give the permit holder the most flexibility. allowing them to approve the extension up to 7 days before the permit's expiration date. The second option is a renewal. Renewals are most often used when the City requires approval to receive a permit. The permit applicant will be required to log in to the customer portal, (also up to 7 days before expiration. if desired by the City) and reapply for the permit. All pertinent information from the previous permit application will be carried over to the new application and the application will flow to the back-office Approval Queue until it has been approved by the City. Both extensions and renewals will appear in the permit holder's "Trail." PASSPORT DIGITAL PERMIT BACK OFFICE All Passport products are accompanied by a back office which, from a permitting perspective, will allow the City to manage the entire permitting environment including adjusting permitting rates, approving applications, reconciling accounts, reporting, and automatically mailing renewal notices. Once permit applicants create an account, provide all necessary information, upload any required verification documents, and pay for the permit, the information will flow in real time to the back office where administrators can use the Permit Approval Queue to manage all renewals and new permit applications for all permit types. The portal is also able to accommodate waitlists with automatic updates, notifications, and permit renewals. Passport's digital permitting solution offers extensive configuration to meet City permitting needs and reflect the community using its permitted facilities. Within the back office, City i ! Passport passpon,nc.com cta@oasseoolnc com 2020 Passpon Labs, Inc 85 of 166 •1 1. 76 staff can establish permit types (e.g. customer, staff, visitor), cycles (e.g. monthly, annual), zones, pricing, and any City prerequisites or limits to purchasing permits. Permit configurations are defined and executed during implementation with the option for later edits by a main administrator, as needed. Permit Walt/lstlng The City can establish limits for each permit type or zone, each with an associated waitlist. Passport's digital permitting solution allows the City to automate its permit waitlist, while still leaving critical functions under City control. To set up a waitlist, the City will set a limit to the number of permits that may be purchased, which can be based on the permit type or zone. Once the limit is hit, a permit applicant can still complete their application, but instead of receiving a permit, they will be alerted of "No Availability" and that they were added to a wa1tlist. This waitlist can also be configured to show the applicant their status on the waitlist. Once a permit becomes available, the next eligible applicant on the list will be sent an email informing them to log onto their account to complete purchase. The City may control the length of time the applicant has to complete purchase before losing their waitlist opportunity. If the applicant fails to complete purchase in that time, they will be bumped to the bottom of the waitlist. Further, the permit back office allows permits to be manually deactivated by City staff. Deactivation of a permit for which a waitlist exists, will free up a space on the waitlist for the next eligible applicant. • Central database repository for aggregated parking data (analysis), central enforcement and Integration of several parking methods and technologies, such as but not limited to: o Mobile payments for parking system . .:-ornplv o Pay by plate (multi space meter). •_om ply o Digital permit management system. c ornp~; o Enforcement \. . n1plv All Passport products are accompan ied by a comprehensive back office which will allow the City to manage parking operations. The back office will be the City's data hub, aggregating data from all front end interfaces (mobile application, meter integrations, digital permits, citation management and payment portal.etc.), which is accessible in real-time for analytics. The back office will be available at all times via any modern web browser, without the requirement of licenses or software downloads. Driving the back office is a cloud-based software infrastructure that allows a variety of systems to communicate and coordinate through a set of standardized application programming interfaces, or APls, in real-time. Passport's system has been designed for the future, with ability to directly integrate with advanced systems that the City may consider in the future including sensors, additional parking applications and other third-party parking vendors, as well as new and emerging modes of transportation such as micro-mobility services (e-scooters) and ride hailing systems . An important feature of Passport's system is extensibility. The City Is able to add any Internet-connected system that aligns with Passpon's public APls, to share curbside po/Icy, collect revenue, and generate Insights from the data that the system aggregates. This capability gives the City unprecedented visibility into its operation, as well as the ability to add or remove technologies without undue burden or cost. Extensibility also means that the City will be well-positioned to dramatically increase transparency and visibility into its operations across the organization and with the public. i ! Passport passportmc.com rfo@nassgootnc cam 2020 Passport Labs, Inc 86 of 166 •1 1. 77 HR . Cou rt. & rlnanclal Systems tmmob1 h zat1on D _,_, Mobile LPR Ponal i ! Passport (_ABC· 12 ~) OMV & Co llewon~ Mobile Payments Entorcen,ent Handheld -Pa,king Meters VanablP M e$sage Sign By implementing the enterprise suite of Passport products, the City will not only have a single backend system for its use, but it will be able to release a single front-end application to handle parking payments. permit applications, and paying for citations. Th is single source appl ic ation will allow the parker to use the same tokenized and stored payment method to pay for permits and citations as it does to pay for parking. The data stored with in the back office will be accessible for real-time reporting. on which the City can analyze and draw insights to inform parking changes and i nnovate technology. • Access for mobile payment users to gated parking faclllties via: o QR Code. either via scanning within a mobile app or scanning at the gate. Non-Comp ly. o Near Field Communication (NFC). Non-Comp ly. o RFID or Proximity Cards. Non-Com pl y o License Plate Recognition (LPR). Non-Comp ly Passport is not currently providing QR code, NFC. RFID, or LPR technology for mobile payments users at gated facilities. On previous builds of its application, Passport has found that these functionalities do not add tremendous value for either the parker or parking operator and therefore were deprioritized for future releases. However, Passport is an integration expert with dozens of active integrations as well as public APls . Passport can work with the City to scope such integrations should they be necessary to the solution. • Electrlcal Vehicle Charging. Nu11-Comply Passport does not have features to manage those parking while using EV charges. Passport is a software based company. and is open to d iscussing any i ntegrations with an EV charger management organization. i ! Passport passportinc.com cfo@P@$sAortfnc,,com 2020 Passport Labs, Inc 87 of 166 ■1 1. 78 • Event permit system, either via mobile payments for parking system (temporary event rate override of regular parking rates). Cnrnp ly Passport empowers its clients with full rate management through complete visibility into rate structures, the ability to override them for events, and the ability to create new rates with the assistance of Passport's product experts. For complicated rate changes and configuration, clients are able to reach out to Passport's Product Support, who will provide the City with an estimated completion date and updates throughout the process. The following examples demonstrate some of the rate configuration capabilities utilized by Passport clients: • Multiple Time Limits/Day. Passport can easily accommodate multiple time limits in a given day. Rate Chains can be for as short as a minute or as long as a day, given the regulations on that blockface. This allows Passport to configure the most complex rates, including multiple time limits in a day, increasing rates, and prorated rates. Additionally, with Passport Park i ng, the parker will be able to clearly see the change in rates based on the time of day . • Event Rates : The City can create event rates, which will override existing rates, to easily accommodate special events and capture additional revenue. The event rate selects a particular zone with a specific start and end time and rate start time. The City will also have access to an Event Summary Report, which will show the revenue captured from events within a specific time frame, the number of transactions, and deeper dives into individual event details. • Holiday Rates : Passport can accommodate holiday parking through either free parking, custom rates, or through parking restrictions which will be set up during implementation. Once rate changes or parking restrictions based on a particular event or holiday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an applicable zone. • Free Parking: Zones and rates can be configured to allow parkers to prepay for parking in areas that have free parking for part of the day. For example, if the City starts charging for parking at 1 0:00am and a parker parks at 9:30am, the parker will have a window of free parking prior to paid parking hours. Passport allows this parker to start their session, but the first 30 minutes would be free and the payment would only be applied for any time after 1 0:00am. Passport's solution consolidates the maintenance of parking zones, rate information, and payments in one system to help cities gain more control over their curb. Passport's system is composed of public APls which unlock the ability for clients to maintain and update multiple parking payment options without the hassle of working in multiple systems of record. • Integrations with all major meter equipment, ticket software applications and sensor technology providers. u 1, n plv Passport currently has hundreds of live integrations with related providers and utilizes open Application Programming Interfaces (APls) for easier future integrations with the intent to fully connect its clients' ecosystems. Across this diverse client base, Passport has integrated with a number of citation management systems as well as permit and parking meter systems in order to provide cohesiveness across clients' entire parking ecosystems . Passport integrates with dozens of industry-leading single-space and multi-space meters providers in order to support the most informed citation issuance for enforcement officers. i! Passport passpon,nc.com rfo@eassaoo 1nc, com 2020 Passport Labs, Inc 88 of 166 •1 1. 79 Passport integrates with all major meter providers in the industry including IPS, Digital Luke II, Flowbird (CALE/Parkeon), MacKay, POM, among many others. These ticketing Integrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using OpsMan Mobile. If the City has a different enforcement provider, Passport will work with that provider to deliver a seamlessly integrated experience. Passport's existing enforcement integrations include IPS, T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AIMS, and Gtechna to name a few . If parking enforcement officers are not all equipped with an internet-connected issuance device, Passport will provide the City with its Monitoring feature, which tracks all active parking sessions and is available via any Android device. Please see the l11tegroc1om section above for additional details . i! Passport passportinc.com rfo@oassooa inc,com 2020 Passport Labs, Inc 89 of 166 •1 1. 80 TAB 8 -VALUE ADDED PRODUCTS AND SERVICES Include any additional products and/or services available that vendor currently performs in their normal course of business that Is not Included in the scope of the sollcltatlon that you think will enhance and add value to this contract for Region 14 ESC and all NCPA participating entities. Passport is the Operating System that enables city leaders to manage vehicle interactions with streets and sidewalks. Since its founding in 2010, Passport has been helping clients tackle complex challenges with its advanced technology, powerhouse support team, adherence to security, and commitment to growth and scalability alongside its clients' changing needs . These areas of expertise along with the experience noted below will not only enable the City to support multiple mob i le payment applications simultaneously, but effectively manage the interactions of all modes of transportation to create more livable and equitable communities. Passport's Evolution to an Operating System It began with the original private label .. In 2013 Passport pioneered the original private label application in the parking industry. Over the last decade, Passport has become the industry's leading mobile payments provider, affording communities the most effective way ~ to control parking operations, regardless of size ?r nuance . ~arkCh'1cago Passport gained considerable knowledge and experience from implementing its mobile application in some of the largest and Monti e Pav 1110111 ro, 6 tr11et l'Brklnp most complex parking environments across North America, starting with the City of Chicago (ParkChicago), and continuing on to include Toronto, ON, Omaha, NE, Detroit, Ml and Portland, OR, among many others . Passport gained an understanding of the landscape of parking operations and mobility challenges on a national level and was able to use this experience to lay the groundwork for future innovation . Pouport's integration expertise followed ... Over the last 1 O years, Passport has engineered and evolved its platform architecture to support a multitude of rates, rules, integrations, and payments. Passport brings unmatched expertise for rate management and has been able to implement complex and variable rate configurations to support the needs of its client base . By focusing on clients and crowdsourcing best practices, Passport has gained invaluable business intelligence to power its solution across all parking environments. Passport's experience has empowered the company to become an integration leader, integrating with the parking industry's biggest players including other mobile payment applications, digital pay stations, multi and single-space meters, enforcement and citation management systems, license plate recognition technologies, and more . This connectivity has not only provided comprehensive solutions and ease of management to clients, but has solidified Passport's understanding of industry needs and how parking ecosystems interconnect. With this foundation, Passport built standard, public APls that enable cities to incorporate other systems into their parking environments with the Passport solution. Passport takes a standardized approach to its APls, by maintaining proper documentation and allowing public access through distributed API keys. This approach makes it simple for clients to add new and emerging technologies to its ecosystem with little to no effort. Through the development of these APls, Passport confirmed its commitment to delivering innovative technology that enables communities to remain connected while increasing convenience, efficiency, and compliance both today and tomorrow. i! Passport passport,nc .com rfo@oassoort fnc com 2020 Passport Labs, Inc 90 of 166 •1 1. 88 Then Che mobility Industry began co shift .. Society has become accustomed to digital experiences and many people expect and prefer them. Whether checking in for a flight, ordering a pizza, or paying to park -digital methods are the way people interact for services. As the world transitions to digital solutions, this causes a fundamental shift in how payment systems are enacted in public spaces. As an industry leader committed to innovation, Passport is tirelessly working to deliver digital experiences that are better, easier, and future-proofed, enabling Passport to adapt, grow and scale alongside its client partners. 1930's 1980's 2000's Today Many communities, especially those like the City, incorporate several neighborhoods and accommodate thousands of citizens, parkers, and commuters on a daily basis. As areas become denser and develop more complex mobility ecosystems, it is imperative that solutions are enacted that can manage the streets and sidewalks. Passport has developed an Operating System that will put the City in control of simplifying operations -· removing complexity from managing multiple payment methods and providing a single backend system to house rules, rates, and restrictions for the parking environment. With Passport, enabling parking payments, increasing parking compliance, and incorporating Innovation is simple. This industry shift is happening in communities around the country and around the world, but the change has not been overnight. While this trend is seeing more and more nationwide recognition in the past several months, Passport has spent significant time and resources over the past several years researching and understanding the complex mobility challenges that municipalities face every day, including studying and working with key players from National Parkeer Register (NPR) in the Netherlands where multi-tenancy methods were successfully executed on a national scale. Passport debuts Its Operating System ... Passport's tenure as a company has uniquely prepared it to become a true end-to-end parking management solution. By creating and revamping technology, absorbing client feedback, and studying industry trends, Passport has been able to create an Operating System that will allow cities to effectively manage multiple mobile payment applications at once. The Passport Operating System reduces operational complexity by housing all rules, rates, and restrictions in a centralized portal which ultimately controls the entire parking environment using public and standardized APls. This i! Passport pass portinc.com rf0@oassoorttac,c2m 2020 Pa ssport Labs, Inc 91 of 166 •1 1. 89 means that cities can implement changes (e.g. rate change, zone closure, etc.) that will update universally across all integrated vendors, instead of working in silos to edit each individual application. In addition to programming the rates and policies by which approved partner applications will abide, the Passport Operating System will also aggregate transaction data across all connected vendors, empowering the City to gain insights into an entire operation. This setup empowers cities to boost payment compliance for parking, further digitize the parking environment, future-proof for upcoming innovations, and improve the overall user experience . Passport's system has supported the concept of multi-app functionality for numerous years and has now begun the process of offering third-party application entry into environments controlled by the Passport Operating System. Several of the nat ion's largest cities are already offering this to their parkers today. The Passport Operating System will provide unmatched benefits and convenience for both City stakeholders and the community of citizens and visitors that they are serving. Using the Passport Operating System, the City can rely on the system as a "single source of truth" to offer multiple parking payment options throughout their community. Parking rules, rates, and restrictions are maintained In this system which will be accessed by approved vendors through Passport's standard and public APls. This ensures that regardless of wh ich application a customer uses to park, that the same data will be received that is consistent with City business rules. The Passport Operating System will also help City customers by creating a more enjoyable environment for people moving about the city. People expect a frictionless, secure, and reliable experience as they transact In their communities . Passport's system will provide extraordinary customer convenience by allowing customers to choose any (authorized) partner/application to move in and out of cities such as wayfinding applications, In-dash systems within their connected vehicles, popular retail and lifestyle applications, or traditional parking apps --many of which are likely already downloaded onto their phones. i! Passport passponinc.com rta@oassPort lnc com 2020 Passpon Labs, Inc 92 of 166 ■1 1. 90 Uusinc~s Rufe) b. Lo,ic. Su-,r-11< n .. tiw•n tA.t~i, IC Passport Operating System Future-proof p latform that drives an ecosystem of innovation io'J f"'<l'lC A.pps L.~IIVC:fY M;pof'1~ L t.O"lncc t qd P..iv~tJ~1om LrfC5tVIC "utonamo~ IJ~rm l~fl. u cro ~•)p"'•"'lk., ~ Swr• k.•o WA1fl r1dlt19 .,,f'l"l V..ih c..~~ t. ►.h,l~H\ A.pp, 1..-hlc .i; p-,,~rv.-l Of\ mJbllltv 8[:] Q ., • • • Implementing An Open Ecosystem For Parking By centralizing all critical functionality into a single system --comprised of zone management, rates calculations, rules and restrictions logic, transaction data flows, and payments --the Passport Operating System will allow the City to offer multiple payment options to end users with no additional operational overhead. Passport has opened its APls to be public, which multiple approved vendors can access in order to provide parking payments natively in their applications. Passport's technology enables the City to accept payments from non-parking applications as well, unlike other solutions in the market. This distinction makes paying for parking a part of daily life instead of a standalone, dedicated experience. As parking sessions are initiated, Passport's system will consolidate all transaction data into its back end so that the City can monitor, manage, and analyze the parking environment holistically. Passport understands the complexities of the parking industry and recognizes that one payment provider cannot address the needs of all municipalities, parking operators, and their users. The industry is quickly moving to an 'open payments' environment, where end users have multiple ways to pay, including via Passport's app as well as through competitor apps. Bearing that in mind, Passport encourages the City to support multiple payment facilitators so that paying for parking is as painless and convenient for parkers as possible, allowing them to potentially leverage apps they already use regularly. The Passport Operating System not only supports open parking payment ecosystems, but provides public APls that enable them to be successful. Any integrated partner can facilitate parking payments directly within their native user interface through a single integration with Passport's back-end system which houses the City's zone and policy data. These integrated partners will not only access this data to pull the correct information to transact parking sessions, but will also feed i! Passport passportinc.com rf P@PilSSPPrtinc.com 2020 Passport Labs, Inc 93 of 166 •1 1. 91 their data directly back into Passport's system, which will then be available to the City for real-time enforcement and management operations. Highlighted below are some of the other powerful benefits the City can receive from implementing the Passport Operating System: Secure & Integrated Paymenrs In addition to consolidating the maintenance of parking zones and rate information to help cities gain more control over their curb, the operating system comes integrated with Passport Payments, eliminating the need for third-party gateways and non-integrated merchant processors, as well as the cost , confusion, and hassles associated with them. As the City's payments partner, Passport can help lower processing costs through its negotiated credit and debit card rates in the parking segment. Passport has negotiated specific pricing with each of the major credit/debit card providers due to the hundreds of millions of dollars It processes on an annual basis. Passport is then able to pass these reduced costs onto the City as well as providing faster access to its funds with daily settlement. Passport Payments also ensures the highest level of security through the use of an advanced token ization system that removes sensitive card details from Passport's processing environment. Passport is a registered, full-service merchant services provider, and is Level 1 PCI-DSS certified. Dynamic Reporting Passport's back office reporting empowers the City to keep a pulse on all third-party companies facilitating payments in the City's environment. The City will be equipped with the tools it needs to report on and manage all parking transactions generated on the Passport Operating System, regardless of whether the transaction was generated via Passport Parking or a third-party application. For additional information on reporting capabilities please see the Mu/11-Source Reµorring section below. Expansive Integrations Passport is an integration expert, connecting with technologies across different facets of the parking industry. Passport is aware that cities have vendors/processes in place and fear that converting to different systems can sometimes cause operational headaches and disruption to current workflows. By providing an operating system with its own integrated merchant processing services, Passport will provide a much easier framework for City administrators to complete their day-to-day operations. The benefit and control that accompany one system of record cannot be overstated and Passport is happy to provide cost-savings analysis surrounding Passport Payments and welcomes discussions detailing how a transition from the City's current merchant processor would be executed. Passport also maintains active integrations with more than 35 software providers in the parking industry including mobile pay applications (ParkMobile, PayByPhone, Google Maps. Google Pay, etc.). pay station/meter companies (IPS, Flowbird, MacKay, etc.), and multiple enforcement providers i ! Passport passportinc.com rfu@oassaoo lnc,com 2020 Passport Labs, Inc 94 of 166 •1 1. 92 (Duncan, Conduent, AIMS, etc.). In the event that the City ever changes providers for any of the technologies currently in place in the City's parking environment, it can rest assured that the Operating System will remain compatible . For additional information on Passport's integration expertise please see 111cegralect Tec/Jno/ogy . As the City reviews Passport's response below, Passport encourages the City to consider the benefits that not only traditional parking applications can bring, such as PayByPhone and ParkMobile, but to also think beyond traditional parking applications . The Passport Operating System brings other applications/systems such as wayfinding, in-vehicle software, convenience apps, and more. In choosing Passport today, the City will position itself for an open ecosystem that will not only meet the City's needs today but also in the future . i! Passport passportinc.com ctP@oassoortlnc com 2020 Passport Labs, Inc 95 of 166 •1 1. 93 PASSPORT OPERATING SYSTEM Key Takeaways • Sole Source• The Passport Operating System is the only commercially available software capable of securely, reliably, neutrally, and flexibly facilitating parking transactions across multiple applications, including traditional parking applications and any other city-approved 3rd party applications. • One source of truth --regardless of the number or types of vendors that the City partners with to facilitate payments, all vendors will pull data from the same public APls and subsequently return transaction data to Passport's consolidated back end. • Expansive reporting is available with the Passport Operating System, enabling the City to use real-time data to influence parking policy or the introduction of new technologies. • Integrated and secure payment processing that is embedded into the system, making it simple to collect and manage daily credit and debit card funds --and at a lower rate! • Frictionless and convenient customer experience is afforded due to a wealth of parking payment options on apps they likely already have downloaded and use regularly. For nearly a decade, Passport has been providing its mobile payment solution to cities, universities, and other entities of all different sizes and complexities. Passport has adapted its solutions to meet the changing needs of both its clients and the communities they serve. Passport's most extensive experience stems from its mobile parking payment solution, which supports some of the nation's largest cities, and this experience in configuring various nuanced rate structures across diverse communities has aptly prepared Passport to create the Passport Operati ng System. This one system will manage the payment for parking across multiple vendors/operators and will empower cities to better manage their streets and sidewalks through the use of public and standardized APls. User Experience i! Passport □ .:c, .. :~11·.1 > ': 1.·,.,r.,,r• ->·,·-··· passportmc.com rfo@oassoort!nc.com 2020 Passport Labs, Inc Passport Operating System Passport · Reporting & Managemenl ., rtil ,fti li tll l II Iii 1,,; 96 of 166 City's Experience 1·1l14"1H•,11,1•t t' .. ,,, .. ,.,,.., .. iS LPP I·'"' rlrnvd_.,, II o .. , ....... , .,,.,ul!.••·, ...... , .. ,;_,.,,,,)", ... •1 1. 94 The Passport Operating System is more than a centralized parking payment database; it will provide the City access to the following: 1. Real-time APl-based communication with third-party applications (i.e. parking zones, rates, rules, etc.) 2. Centralized rate calculations, which enables integrations with non-parking applications such as: navigation apps, lifestyle apps, and in-dash infotainment systems) 3. Single merchant statement and streamlined funds flow 4. Single enforcement integration On boarding Passport has a considerable partner network to help the City identify parking facilitators ("facilitators") for its parking environment. These facilitators are third party applications that will interact with parkers throughout the City's environment and will communicate with Passport when an individual is attempting to park. Once a parker has expressed a desire to park, Passport will represent the City in communicating the rules/rates/restrictions/pricing (as well as handling merchant processing) while the third party facilitators will represent the end user and properly communicate what Passport has shared with them to the end users. With third-party facilitation enabled, the City will get access to all integrated partners boarded onto the Passport Operating System. Prior to gaining API access, all partners are properly vetted to ensure they meet Passport's required criteria, ensuring they introduce no additional risk to the system environment. Any qualified third-parties, for which the City wishes to facilitate parking payments, will need to go through Passport's on-boarding process. The three steps to Passport's facilitator onboarding process have been highlighted below: 1. First, the City needs to make a mandatory request to the third-party facilitator. 2. Second, Passport's Business Development Team will work with the third-party facilitator to ensure they meet all the previously communicated rules and restrictions. Once this has been confirmed the Business Development Team will engage additional Passport resources to assist in creating the proper API integration. 3. Lastly, Passport and the third-party facilitator will work together to finalize all integration details prior to kick off of integration to confirm everything is set up appropriately. Client Advocacy In providing its Operating System, Passport will serve as an advocate to the City by creating an environment that is completely market-driven. As opposed to features promised via contractual agreements, the City's customers will drive the demand for specific features and benefits, simply by choosing a certain app to pay for parking. This setup ensures that the City is promoting a dynamic environment that adapts with parking trends and industry growth, instead of committing to certain features in writing and being subsequently tethered to outdated features. Furthermore, this open payments environment empowers customers to choose the application that best suits their parking preferences, which inherently fosters innovation among the approved parking payment facilitators in this environment. As these payment vendors aim to attract customers to their platform and add value to the parking experience, Passport is confident that any additive features enhancing the user experience or beneficial features the City wishes to offer to its community, will be available among parking options. Passport can also work with the City to procure any additional facilitators to the City's parking environment. Should the City be interested in a specific functionality of a vendor that is not yet offered to City customers, Passport can work with i! Passport pass poninc.com rfn@pas:;90nlnc, cam 2020 Pa sspon La bs, Inc 97 of 166 •1 1. 95 these vendors and onboard them as an integrated facilitator using Passport's public APls to transact parking sessions . .. u I .. 0 •• •• • ...... .. .. a .. ~.:.a Cities • Partners Finally, Passport's vision of its Operating System and open payment ecosystem is to help City leaders manage vehicle interactions with streets and sidewalks. By providing multiple payment options, there will be an enormous public benefit as customers can use an app of their preference to move about cities. Passport has pursued payment facilitators that go beyond just parking applications, to reframe the way people think about moving throughout their communities, which Include wayfindlng applications, popular business retail apps, in-car dashboard systems, and more. Passport has intentionally pursued vendors/applications that serve a variety of purposes and offer a range of services to ensure that there Is a solution for every situation and every person. The City can be sure that through the Passport Operating System, it will be deriving every benefit available In the Industry to pass onto its customers. Passport Payments 5 The Passport Operating System comes integrated with payment services, eliminating the need for third-party gateways and processors. In choosing Passport for both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As an enterprise solution, Passport Payments also provides an online portal for program reporting, maintenance, and managing card holder chargeback requests. With Passport as the payments processor, the City will eliminate the need, added costs and hassles of disconnected third party vendors. Unlike any other competitor, Passport manages the entire infrastructure of payments, allowing for a more reliable and stable environment. The City will also benefit from Passport's specially negotiated rates through its partnership with the Card Networks. 5 Passport is able to provide Its payment services In Cities that do not have or plan to have a multi-vendor environment. i! Passport passportinc.com ®@AaS§PPrttoc,cam 2020 Passport Labs, Inc 98 of 166 ■1 1. 96 Mobile App Web App Gateway Processor t VISA 9-1 ■ ~ LOWERING PROCESSING COSTS Connected Partners Merchant Account t a Ill As a parking and transportation expert, Passport has negotiated discounted credit and debit card rates that apply to small-transaction-size mobile pay parking payments. Additionally, with daily settlements to improve cash flow and flexible pricing options, Passport Payments offers the most competitive tools to meet the demands of the City's parking operation. RELIABILITY With Passport Payments as the City's processor, it allows for tighter control over the entire 'park-to- pay' ecosystem. This creates a more reliable solution versus managing separate gateways and processors. Passport operates the mobile app, mobile platform, payment gateway, merchant account, settlement, and reporting on an integrated platform, providing enhanced visibility and control across parking and enforcement programs. STREAMLINED OPERATIONS Passport Payments is integrated across the entire operating system •-including connected partners - making it simple to manage and collect daily credit and debit card funds. Choosing Passport to support both parking and payment needs helps reduce the number of handoffs and touch points that are needed with third-party processors and gateways ultimately improving the speed, security, stability, and accountability of your operation. City administrations will have real-time access to an online reporting dashboard and chargeback management system to manage financials in one backend, eliminating the need for ad hoc reporting queries. Additionally, the City will have access to dedicated support that will assist with any inquiries or concerns regarding the payment product. SYSTEM SECURITY As with all Passport offerings, security Is paramount In providing the highest level of service to clients. Passport uses an advanced token system that removes sensitive card details from the environment. Tokenlzatlon converts a credit card number to a random strand of characters, i! Passport passportinc.com rfo@oassaorttn&cArn 2020 Passport Labs, Inc 99 of 166 ■1 1. 97 rendering the data useless to criminals or hackers. Passport Payments is PCI certified as a Level 1 service provider by all major card networks/brands and undergoes annual certification to maintain this compliance . Also, through partnership with Amazon Web Serv ices (AWS), Passport can obtain government compliant security, such as AWS Government Cloud, to which other processors might not have access, as they are not specialized in this industry. Finally, Passport is committed to maintaining strict compliance with regulatory requirements in the payments space. Since 2015, Passport has provided integrated merchant processing services nationwide, and has now upgraded its infrastructure and registered as a full service merchant services provider. With this new status, Passport has an obligat ion to meet certain regulatory requirements defined by the federal government, financial institutions, and card networks. Compliance with these requirements helps ensure that Passport is safely and securely processing funds for its cl ients . Passport is dedicated to ensuring the highest levels of security for clients and adapting quickly to new regulations. Rate Management During implementation, Passport will work with the City to define its parking zones, rules, and restrictions in accordance with City business rules. Passport's mobile payment solution empowers clients to support their dynamic parking environments and the people that travel within them. It is important that cities have the ability to flex rates and rules to reflect the parking areas and facilities in play, and Passport offers complete visibility and discretion over the rates in place throughout these locations. This includes managing various rate structures, overriding rates for events or holidays, and implementing new rates with the assistance of Passport's Product Support experts . The following examples demonstrate some of the rate configuration capabilities utilized by Passport clients: • Multiple Time Limits/Doy: Passport can easily accommodate multiple time limits in a given day. Rate Chains can be for as short as a minute or as long as a day, given the regulations on that blockf ace . This allows Passport to configure the most complex rates, including multiple time limits in a day, increasing rates, and prorated rates. Additionally, with Passport Parking, the parker will be able to clearly see the change in rates based on the time of day. • Event Rotes: The City can create event rates, which will override existing rates, to easily accommodate special events and capture additional revenue. The event rate selects a particular zone with a specific start and end time and rate start time . The City will also have access to an Event Summary Report, which will show the revenue captured from events within a specific time frame, the number of transactions, and deeper dives into individual event details . • Holiday Rates : Passport can accommodate holiday parking through either free parking, custom rates, or through parking restrictions which will be set up during implementation. Once rate changes or parking restrictions based on a particular event or holiday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an applicable zone. • Minimum/Maximum Durations: Passport can work with the City to define a zone's minimum (e.g. 15 minutes) and maximum parking duration and is able to configure the rate such that users are able to select increments up until the maximum parking time, depending on how long they intend to park. Passport's Product Support experts will define unique attributes for the different zones across the City's parking environment. The Passport Operating System consolidates the maintenance of i! Passport passportmc.com @@oassaoatnc, ,am 2020 Passport Labs, Inc 100 of 166 •1 1. 98 parking rules and through public APls, unlocks the ability to maintain and update multiple parking payment options without the hassle of working in multiple systems of record. All integrated partners will be able to access City zones and policy information from an integration between Passport's system and their application. This means that whenever the City wishes to implement any of the above-listed rate restrictions, that these configurations will be iterated across all integrated partners without any additional effort. Audit Capabilities While many competitors offer an aggregated backend system, Passport is the only provider that processes the rates, rules, restrictions, payments, and customer service within its Operating System. Rather than packaging the rules, rates, and restrictions and communicating them with the third party-applications, the Passport Operating System manages all of these difficult tasks within its backend system and communicates with th ird-party applications via open APls. This setup brings a few distinct advantages including: • Reducing Third-Party Requirements: By limiting the amount of work needed to be performed by third-party applications (rate calculat ions, payment processing, reporting, etc.) Passport's system allows for more applications (even beyond trad it ional parking applications) to offer parking payments . These applicat ions can include mapping applications, wayfinding applicat ions, in-car entertainment systems. and more. • Instantaneous Updates: Real-time changes can be made with instant communication to the third-party applications tying Into Passport's system. Therefore. should an update be made in error (e.g. a new rate Incorrectly programmed; a day incorrectly restricted from parking) that requires a correction, all applications will be updated without requiring any documents to be distributed to third parties . Serving as a "single-source-of-truth" for the City, the Passport Operat ing System is inherently built to audit discrepancies between City-approved pricing and the pricing actually being charged to customers. Passport makes this possible by limiting the chances for transcription errors using public APls, which connects all approved vendors to the same, universal database (Passport's back end). All vendors will be required to connect to Passport's APls in order to transact in the City parking areas, eliminating a rate discrepancy risk across different mobile applications . While other operating systems commun icate guidelines for calculating rates and processing funds, Passport completes these tasks internally. This relieves the burden off of third-party payment providers who are not familiar with performing these types of rate configurat ions and allows Passport's specialized team to complete these tasks on behalf of all involved players. Si mply put, this means that whenever the City wishes to implement rate changes or restrictions, that these configurations wlll be implemented across all approved applications, with no additional input from the City or the third-party vendors. As Passport has performed these configuration responsibilities across millions of transactions worth billions of dollars, the City can rely on Passport to take ownership and complete these tasks effectively. Customer Service Dashboard Through the Passport Operating System, the City will receive a strategic platform to manage its business rules and logic, determ i ne eligibil ity, manage rates, and ensure compliance and enforcement across all of the vendors and applications operating in its parking environment. The Passport Operating System will not only set up and configure the system to allow multiple facilitators to transact within their respective appl ications, the system will also consolidate all transaction data into Passport's system for analytics and reporting. Passport's analytics dashboard i! Passport passponinc.com rfn@pa:,:se"Ootn, cam 2020 Passpon Labs, Inc IOI of 166 •1 1. 99 and reporting tools will include information from all authorized applications transacting parking sessions in the City. From a customer serv ice perspective, these tools will empower City staff to quickly access the information needed to resolve any customer inquiries or complaints. Using Passport's backend system, staff can query transactions via a number of filter criteria (e.g. date, license plate number, status, location, etc.} to locate a particular parking session. From there, if administrative staff were to select a particular transaction, the system will drill down on additional details includ ing where the parking session took place, the financial details associated with the transaction, start/stop date and time, as well as many other aspects associated w ith the parking session. This data will be collected for all parking sessions, regardless of which app was used to Initiate the transaction. A sample of this information can be seen on the following page. Additionally, as the City will be leveraging Passport Payments, it will have the full functionality Passport has to offer from one system . The City will have an integrated end-to-end payment processing system that enables credit and debit card financial management via a real-time reporting dashboard and chargeback management system. In traditional solutions, administrators rely on a collection of third-party vendors' systems, and are required to review and respond in a different system than they used to obtain evidence, slowing down the process. Passport Payments alleviates that burden by allowing the City to see all information In one place and provide the ability to manage and respond to cardholder i nquiries and disputes more efficiently. i! Passport passponinc.com rf P@PiSSPO □t n, cam 2020 Passpon Labs, Inc 102 of 166 ■1 1. 100 <-Session #59081449 0pe, • ..,, ... ,_ ~~l f (t •WU ()pt,tato, Loc11N)n Ot11J1 11 Con&act ffllOfl'\BllOI' S..flMll'I taformelion 1.:,~•olt•1W 11,;,, 1ot~t.•'''' f!l,.,)f-.4 N.-fll ,t1 Ope,,1tct, Nol•• Mr W (h(O~;a~,:"9 l>Pf rl.C.xn r/.M'"t~ •VC'I Pflf) \l'Jur1, M.i"-'f' t .. d AJII X ll •tco~,1. Nt1..,o,,1c Conlul lnfotm,11ron 'l11••1lf',1Fr1u11 L _..._:_., .I 1-llltl t ·~ , ~• 0 Moun1 Vernon Ent• t..oc• 090511 ;,• 4 \ I C-.fffl.nc,r" S.? 1o11t1 11.i r ,"' n, ... n ':. ~ ru ... , .. , a n 11rw,'f'' • t"· "'"' 11 /~rrf--11 •.ahf' S:..e;o i (.o•\l't .!li<M:; • C .'t'f,U l~,.~~I 1.1,.,1 0 (17, i, JC 1\1. -111 A\A Moun1 Vernon EHl • Loci 090511 S,.Ce1\PN ,,. ,Am ,~;1 ..... I.-l t,•,:Q·~ 1 i,1 ,\1,1 P•"'"'1• 11110 M ,ru.·1, ... uo1 .'>. c,1c-rd c-,.,r,iwnc,t rtt '.\"" hHJ r ~ n , ... ,,. Ulltyly~ ... Blflln\lTJ~ C,,...J,lr{'t:flll C,.iul VoicaJ SMS •Jl2 ?:?I I0i0 :~ .. \ITrT (.f"'MI•,'"""' l'i1r, \i-'rltt'A1 l41~c , ~)'.O~'t1 f ,Jlt,l ,li ,U',b 1 1""-h) Ot.t'tl ~,c .... ul .. 11? $5 22 Passport also offers reporting options, described in full detail below under Mult1-Soi.1rce Reportrng, that provide even more detail surrounding parking activity, which can assist i n comprehensively investigating customer service inquiries. For example, Passport's Transaction Report includes a wealth of data surrounding each parking transact ion, which can be exported to Excel for add itional analysis and filteri ng . Fields included on this report: i ! Passport Passport Transaction # Merchant Transaction# Reference ID Facilitator Name Parker ID Rate Name Zone passportinc.com rfo@oassoortfnc.com 2020 Passport Labs, Inc Zone Name Space/LPN LPN State Entry/Exit Time Parking Revenue Convenience Revenue Validat ion Revenue 103 of 166 Transaction Fee Net Revenue Payment Type Card Type Card Tail Method Total Extensions •1 1. 101 Marketing & Signage Signage provided by Passport is designed to be uniform and consistent. This means rather than promoting its own brand, Passport has made signage as simple as possible for the City's parkers . As more and more cities welcome multiple mobile pay vendors into their environments, using neutral signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing different signs across various vendors. Passport's signage will direct parkers to the parkingapp.com website which will show them a list of all applications available to pay for parking within the City. Passport continues to study this multi-vendor trend and is the first mobile pay provider to proactively create designs that support this model. In partnering with Passport now, the City will receive future-proofed signage that can accommodate other providers sharing the same space, if the City chooses to take this approach to parking in the future. Passport encourages the City to consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applications and more. In the signage example to the right, the bottom-right pink rectangle is where the City can insert its own branding/logo. Passport highly recommends the use of neutral signage, as this will provide the City with a number of advantages: • All parking options are hosted digitally, making it easy to add and remove application options in real-time • This digital maintenance never requires physical signage updates • Parkingapp .com is designed and tested to make parking simple, fast, and convenient ZONE 0000 _,,... __ _ II ---I -~ • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, \ not one specific vendor -~~~~~~~~~ Passport's approach is to create a marketplace that encourages each player in the City's parking environment to be competitive and drive users to their applicat ion. While the City will be responsible for owning all marketing decisions and choosing how to post desired signage, Passport will provide information on how signage works and how to help boost distribution. Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results. Passport's team will leverage its deep understanding of the parking industry, user preferences, and large-scale marketing execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i! Passport passportinc .com rfo@oasseortlnc com 2020 Passport Labs, Inc 104 of 166 •1 1. 102 .. ,,.,_,. ... ,,_,11 ... , .... , •• ,, -·-·······_...,. ,..._..r-.-.. ......... -t ... .. , ...... ,_,...,. . .,. ·~-.,.., .. , ..... _ _.. .. -........ _. .... , .... ,A.o --~••N'NH ..... -~ ~•--.-·••M'••-··-· ..... C Waya to pay ln ~Futurotonr. us • zono 12l4J· Passport can provide the City with signage best practices, proven to educate users and drive the highest utilization rates. During implementation, Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals, as well as the appropriate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transactions by up to 76%: • 1 sign per 10 spaces for parking lot/garage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simultaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of Information so that the URL and zone number are most prominent. In addition, the typeface was selected through multiple rounds of end-user testing to ensure It's ADA compliant and Is legible from a distance. Multi-Source Reporting The Passport Operating System back-office reporting will equip the City with the tools it needs to run and download parking reports that may be used for analytics, financial reconciliation, and/or support purposes. The system consumes all transactions generated on the Passport Operating System, regardless of whether the transaction was generated via Passport Parking or a third-party application. This universal aggregation of data will allow the City to analyze trends in their environment to predict future progress and implement data-driven decisions. As Passport continues to introduce new features within its back office, the City will have access to dashboards, data visualization, and enhanced search capabilities. Below, Passport has highlighted multiple reports including the various methods of delivery (Dashboard, Report, or Download) that Passport will use to deliver information to the City. i! Passport p assport,nc.com rfo@Aassnao tac,com 2020 Passport Labs. Inc 105 of 166 ■1 1. 103 City staff will be able to find their reports within the "Reports" module of the back end system. The available reports will be limited based on user access restrictions and can be quickly searched by entering search terms or using the "Filter'' functionality on the right-hand side of the screen. Transaction Lookup: This report will likely be one of the more frequently used reports by the customer service staff and is used to find particular transactions as additional information is needed . For example, if a customer called in asking if a parking session could be voided or refunded, the customer service staff would use this report. Within the below report, the user has entered two filter criteria: License plate = "ABC123" and Status = "Active". Therefore, the report shows all of the transactions that meet the two filter criteria. Should the administrative staff have an interest in download ing the report they can select the down arrow In the upper right corner and the report will be downloaded as a ".CSV" file. TransacUon lookup "l i! Passport 1IIC 1IJIC 112 ,ur , AD C 111 di I AB C Ill l f )L J AD C 11l ,N t t AIIC 111 •t1 1 I AD C t1J 1H I ABC t2J 1U I ADC 123 111H.r4l 1IL1l8: 12l l~JJ81')) 1N:1 AB C I ZJ passportinc.com rf P@Passaort10,com 2020 Passport Labs, Inc :11 •, ii 00 ,,. /':, .o ', 10 0 , ,.,.. U 1!U0014 J .'I JJ.1 112' 106 of 166 •1 1. 104 Dashboard: The team using the back end system will be given access to a dashboard which quickly highlights a summary of information including items such as Transaction Revenue, Fee Revenue, Total Sessions, and more, which can all be filtered by preset time frames. The below image highlights the various metrics that will be able to be seen by City's staff. Activity Olll!IVTl!W for ,1 I. , .u O l.hl Tran11cton Rtvtn1.1 htRl'ltnut $64,463 $3, 151 T,an,actiGn Rtvenu. ., $64,463 ■ i! Passport passportinc .com rfo@oassoortinc.com 2020 Passport Labs, Inc To·1I St111or, 1,478 107 of 166 8:00AM • 111 Ill •1 1. 105 In addition to reporting w ithin Passport's back end system, the administrative staff will have the ability to export many of their reports, and schedule certain reports to automatically run and email according to a defined timeline. Below, Passport's Summary by Zone report has been exported to Excel. This report highlights figures such Zone Number, Parking Revenue, Net Revenue, Transaction Count, Conven ience Fee Revenue, and more on an individual zone basis . t .. f 10 ~, • •.l • ~~ftoNhVt.:U'lc~1 -• •• ._ -;,. ,_,..... •--, ,.,_v~• r . ...,."'-''•' ,..,,,. c...-...-.... ;> __ 1y,,.... ".!'·'"'-_ ., I• r....,rA~, 1 ". ' • ,..,~••n,,-.c //1 ,, I ;,11~ ~· m NIWUO ~, ... , ,, \'11 \\I ""' "''" su,,-.:, s~{;j .... ., .. ,,,} :.t 1 ..,,,. WU ft•JGJ S/lfll ...... ID .>11-11 1 -i ~ ~.)I ,, ~ •U'14U "'-'UotuJ tl l. I ),,,...,. 1,,,01 ""''" "U•\11110 ',,,;,, ,,. ,,. '"'" .,:\ ~ , __ jl,,. l:14 .... -nu~f ..... 1 .. .. , ,,, . "~ j"\1'4 )11;1 ···~~ SH-:.trJo ::~·~ !~! su,-e -;,,".,j' m '" 1J,II/H "\ ...r-4l21.U u::i•u -..\ ~l.,u ,..i rn l Wt• ,, \ -.. 1YA{',·~ 1''0'1 "''"'"' ,.., .!l;-~ "61"' u1e.,-,., ';;1 SH(JJ ,. ' I "",. ~-m j(1h1 ..... , ,{6-~Iii!' ,.i,~ .. iutd 11 ~ ,~, ! :::""' .;;..j" HUW 3:~ ,,.~ .. ,.,, ,,,,,,, "' '" """ '~" ..... io:UL .... uwl IUIDI ,.., ,,-l n~l .. fl fJM ""' .. t.·111,,. 1n1•o()J "'"''° 'i :n1-.., ,,,.. UH '"""' "'\, ,_, --1UII {w,,._ ui11ii,jf llu• IJ.uuil ,u ~,, ........ u 'h '""'' !NI W 11 1.lt.\l \.h:U ... , ,,,,1 '''"" I IIH1 "' I """ 11 .'\1 """" --s,,,.. -; -~ "''°' .-.. , .,, JJI .... ,.'i, •-W j:.:;;;; , .... , .. ,,., )hW ,, ·:~ Jjl\t R= •1u "" . ...m ... ,., ...... , ... ...... li, \, 1,..,,,.,; lt,_U ;"'· ;;; ,,.,,~ ;14"' "' •G ""' -•mi IAU ·-...... 111111 CMnl ,,, ... , .,, u -,,,. ;;;. ,,,.,.1, 1:,,., .. , "' \l~t ':~ ,. , .. ,~, ·;i ··~~" ,. Iii , ..... S,l,M 11&.H . s1u•1 IO. ,,";1 ,...., !w,.:o \IOCU ilUII ..,., ~=, sum SU/JI , .. , .. ""'~ "',, , ... c.. .. i,,mji $:.fflH ..... "'"':! 11;1n, ... ~ IOI ,un II ~1 I l\'tl'lf ·rr.o,,, ...... '\\.1 11 ,~,. ..,., ~iaul .,, "" ,., ... 1 ti,. ,.., W.,0,.t, _ .. r.u .. lii'a;J IIIU)J an.ilcl ... ... -· I!~\ \11\UC, ',\'Wl,C,ld'1 s.,,,, ... ,. \11\11, s • ., ""' " \,j Sfl'\1' .. ,. i.ldil, 1......iw ~1Jf1 _., •.....ii »1"21 ...... 1 '164 ::i w<U .~ ~, .uo,, .. ,,.,,\'t tl'J w,1,1 1 .. ,,.. "41' .... , """'! ~~· ""' ...... 1--"" .. _ SJ&•I ))lt0f ~-.. 1 -·1 JJ~ ··-'rlM i-» Wl1~ ,.u ,s ,:;~~ «.JM U4lJ01 111 "' -UJ.;i .. " ~·· 1, ...... ... -. , ..... ..... _ .. -.. ; .. .... " .. -~'.'!!!f 11'-\Jt', "V'J'A)Jj 1UI tf\l 11.u,:-. ~ ~~ "' """ "~I ,,,.,, """1 ::i "'""' J , ... 1 . ""'' -I :;~1 ":oc l "''' ,.."j -. ,..,. ~~, uni \JUI s.,;,I ...,,, .... u.o: """' ., :.uu .. _ 11,.,, --- In addition to the reports highlighted above, Passport provides access to numerous other reports focused on financial metrics, management of customer accounts, parking validations and more. Passport is more than willing to provide add itional report examples If the City is interested. Passport Payments also adds an additional level of detail to the City's reporting capabilities. City administrators will be able to access operational and financial reports all out of the same system, making it easier to reconcile accounts, view parking data linked to payment records, and review detailed settlement information. Ultimately, having fewer systems and vendors will result in improved speed, efficiency, reporting, and visibility --giving the City full visibility for better decision making. Integrated Technology Passport provides different types of integrations with partners and the City's vendors to ensure the City is able to provide a fully integrated parking experience to its citizens with multiple mobile payment options . Passport's Integrations are highly standardized and publicly documented to ensure it's providing the highest visibility possible into City operations. The integrations Passport provides accomplish the following: • The addition of new mobile payment options for the City's parkers on Passport Parking's platform. i! Passport passportinc.com rfo@oassaortlnc.com 2020 Passport Labs, Inc 108 of 166 •1 1. 106 • Ability to report across platforms for payment options both on Passport Park ing's platform and not, i.e . meters or incumbent mobile pay providers. • Ability to enforce parking sessions generated on Passport's platform . • Provide additional insight into parking occupancy via integrations with loT systems, like sensors . There are different types of integrations Passport offers, a combination of these d ifferent integrations will likely make up the City's envi ronment: • Full integrations for f ac1litating parking payments. • Data integrations for multi-source reporting & enforcement. • Enforcement integrations. • Sensor integrations. Full fncegrotlcin1 for Focifltatmg Parking Payments Customers will have the ability to pay for parking using any one of the City's mobile parking payment vendors. When using the application supplied by Passport, after selecting a zone, entering the ir LPN or space number, and selecting their duration of stay, customers will confirm payment for their parking session. Once initiated, the customers card will be immed iately authorized for the initial transaction amount, but the transaction will not be captured until the session is expired. Customers will be emailed a detailed receipt of their parking session, outlining all session details and associated fees. Customers can access their parking history to see all previous sessions and resend receipts, as necessary. The Passport Operating System will also allow the City to take the unprecedented step of accepting payments through Integrated third-party parking facilitators. These integrations use Passport's public APls (or data connectors) to interface with City zones' parking rates, create sessions, and collect payments. All of Passport's partners (as defined above) will access the City's data via these APls, which means the City doesn't have to configure Its zones and rates in another system for these payment options to access them. As a fully implemented client of Passport, the City's zone and rate data will be configured by Passport's Implementation Specialists and accessible via these public APls to fully Integrated partners. Below, Passport has highlighted the user flow for one of its early third party payment facilitators, Google Maps. i! Passport passport1nc.com rfo@oa:;sgortta, com 2020 Passport Labs, Inc 109 of 166 ■1 1. 107 Google user experience ....... ., - • -··-·-· @ (8) 0 © Q ◄ • • l!1 l ., 1 n o : ' ( llluslratlve & subjecl to chanqe ) 0 ! = :;,p., User 1nit1ates session in Google Ma ps (10S or Android) user transacts in mobile web hosted & powered by Google Pay Google user experience (continued) ( llk,.,1U1tlvt' I!. ~uhJf'<"I tn rhMOP ) n CJ I ' •• - • • User transac ts in mobi le web hosted & powered by Goo gle Pay There are four main APls accessible to fully integrated partners {in sequential order): 1. Zones: A partner will make a request for zone information by sending Passport a zone number query. Based on the zone number, Passport will return relevant information to the partner to convey the zone's configurations and rules. Example data returned to partners: i! Passport • Geolocation passportinc.com rfo@eassaort1nc.com 2020 Passport Labs, Inc 110of166 •1 1. 108 • Zone name • Zone notifications • Settings (i.e. extensions, stop parking, grace time) • Restrictions 2. Rates: Once a partner has made a request for zone information and the zone is indicated as open and not restricted, they will make a request for available rate increments. These rate increments are derived by the partner providing the following information in the request: parking session start time, space number or vehicle information (if applicable). Based on the request, parkable time increments and pricing based on the City's rate policy are returned to the partner. 3. Quotes: The partner will then request a parking quote for a parking session within a given zone for a set duration. Quotes expire after 5 minutes --this ensures parking sessions are started with fresh, up-to-date rate information that abides by City parking policies. 4. Sessions: This is the final request partners will make to Passport before a parking sess ion is created and a payment is made. The sessions request is made by the partner providing a valid quote and encrypted payment information from the user. Additionally, this API is used to extend and stop parking sessions if those settings are enabled in City zones. Additionally, all fully Integrated parking facilitators will process payments via Passport's merchant processor and gateway, meaning the City will receive a single remittance into Its merchant account for all fully integrated partners and any transactions processed via a Passport application. For additional information on Passport Payments above. Onra /ntegratlon1 for MultJ-,ource Reporting & Enforcement Passport provides data integrations to give the City reporting visibility into its entire parking ecosystem. Passport understands there may be scenarios where the City's hardware vendors may be unable to fully integrate with the Passport Operating System, so Passport has built a standardized API so that they can share parking transaction data to Passport. The data provided through data integrations allows Passport to layer in parking transaction data that was generated via another parking system alongside transactions generated on its public APls (fully integrated partners and Passport apps) for reporting purposes. Additionally, a data integration provides City vendors with the option to share parking session data that can be fed to Its enforcement provider to streamline the enforcement data flow. Passport's standardized API spec Is documented on its developer portal and accessible to registered partners, similar to full integrations. Vendors should integrate directly with the API as defined by the spec, as the information collected is comprehensive in giving the City the information it needs to report, financially reconcile, and enforce those transactions. If the City would like for a vendor to integrate with Passport via a data integration, It can share Passport's developer portal with said vendor where they can register for account credentials and access the API spec. Below, Passport has provided an abbreviated list of vendors it integrates with including app providers, enforcement providers, and meter providers. Currently, Passport maintains active integrations with more than 35 software providers in the parking industry Including mobile pay applications. paystations, meter companies, and multiple enforcement providers. If the City is interested in a particular provider Passport is more than willing to answer additional questions or schedule a conversation. i! Passport pass portinc.com rfo@oassaoatnc cam 2020 Pa ssp ort La bs, Inc 111 of 166 •1 1. 109 App Providers Enforcement Meter Providers ParkMobile Data Ticket T2 IPS PayByPhone Conduent UPSafety Flowbird (Parkeon/Cale) LAZGo AIMS Gtechna MacKay Meters Google Maps/GPay Duncan/Civic Smart Brazos/Tyler T2 (Launching Q3 2020) Technologies Example Data Flow Diagrams Scenario 1: The City's parking ecosystem offers a Passport application and/or fully integrated partner applications. • All parking sessions will be created, and all payments will be processed by Passport's system. • The City will receive a single remittance from Passport for funds collected. • All parking transactions completed on Passport's platform, no matter which application it was generated from, will be available to enforce based on the configured enforcement integration. • All PII end user data Is created and stored In the respective party's database and Is not accessible via Passport's back office. Passport Passoort ADDOcatlon Reporting ~IIll Mor<h:int Procnslns Passpon ~ user P +I 6 .. lhlrd Partv Svstern Third Party hppU~tlon Erfoncmo nl Scenario 2: The City's parking ecosystem offers a Passport application and/or fully integrated partner applications. In tandem, the City has an established contract with an incumbent mobile pay provider and their system is running "alongside" Passport without a full integration. • Incumbent provider parking sessions are generated in their respective systems, meaning the City will need to manage zones, rates, and rules In both their system and Passport's. • Funds collected for parking sessions will be processed via the City's existing payment configurations with the incumbent provider and Passport, meaning remittance will happen by both parties. i ! Passport passportmc.com dR@AaSSPOrttnc com 2020 Passport Labs, Inc 112 of 166 •1 1. 110 • Should the City ask its incumbent mobile pay provider to share anonymized transaction data with Passport via a data integration, those sessions will be pushed to Passport for reporting purposes. • The City's existing enforcement integration will remain intact for incumbent parking sessions and will run alongside Passport's integration with The City's enforcement provider. • All PII end user data is created and stored in the respective party's database and is not accessible via Passport's back office. lnc.uml»nl Of M•let Synam P.aHporl Th ird P,uh Snlern i ! Passport ◄ -- Incumbent Appllullon o, Meter r•sspc,11 Appl1cahon EJ Thi rd p.,1, Applk .at1 on passportinc.com rfo@RassPort ln&com 2020 Passport Labs, Inc 113ofl66 lncu mbon1 or Moto.r Sntcm AJ'!on\m:t-n ~C~SIOrt :. Incu mben t or McCe t Rcport in1 Incu mben t or Mater Mc rc han1 Pro<aH l"I Enlorc Cf!l cnl PPMerd\1n1 Procc!Hlftf lntora:ment •1 1. 111 PROJECT APPROACH The implementation of the Passport Operating System will be driven by the Client Implementations and Product teams. The Client Implementations team is made up of Project Managers and Implementation Consultants, whose sole responsibility is to quickly and efficiently launch products for clients. The Product team will also serve the City in a project manager capacity. They will be involved primarily during the setup phase of the City's implementation, liaising between Passport's engineering teams to communicate configurations and ensuring Passport's solution aligns with City objectives. During the implementation process, a Client Success team member will also be monitoring the project so as to be ready to take over after product launch. The Client Success team, along with Support Services, will be the main contacts for the City from the point of launch through the entirety of the contract. During the contracting phase, prior to implementation, the Solutions Engineering team will work closely with the City as Passport builds the Solutions Design Workbook (SOW) and the Scope of Work (SOW). The SOW is used to gather all current parking regulations the City currently has in place (i.e. rates, time limits, etc.) and the SOW is mutually agreed upon document laying out all the functionality to be provided via Passport's products and services as well as any custom configurations or integrations that will be implemented with the project. The details of the requested product and its features will be expressly documented and agreed upon between both parties within the SOW. The signed and completed SOW and SOW will be handed to the Client Implementations team to be used as the foundation of the implementation . Department Team Member Responsibility i! Passport Solutions Eng ineer Project Manager Implementation Consultant Product Manager Client Success Representative/Manager Systems Analyst passportmc.com rfu@Pi1$$P0QI0& com 2020 Passport Labs, Inc Works w ith the City during the Contract ing phase as Passport builds the SOW & SOW which will outline exactly what the City w ill and will not be receiving from Passport. Works d irectly w ith the City and Its stakeholders. Develops a tailored Project Plan outlining milestones, deliverables, roles, and responsibilities of key internal and external stakeholders. Manages the techn ical aspects of the project Including building rates, integrations, system testing. and configuration . Works with the Solutions Engineer once the Scope of Work has been approved to size any functional requirements and groom them before development. Available to the City from the po int of contract execution to expiration; provides continued support post-launch. Determining root-cause software flaws through case intake an d research and developing techn ical solutions to improve product functi onality for customer operations. 114of166 •1 1. 112 Passport has developed an implementation process that has successfully launched Passport's mobility solutions for more than 1,200 cl ients in a timely manner. To keep the process lean, Passport maintains active integrations with more than 35 software providers in the parking industry. Passport designed its implementation process to be dynamic and flexible, while still maintaining quality. Additionally, in order for the City to access all of the features that the Passport Operating System offers, Passport would need to serve as the merchant of record. Without serving as the merchant of record, or the organization processing the funds, the Passport Operating System will not be able to issue refunds within the consolidated backend nor would Passport be able to aggregate merchant statements. Instead, the City would be forced to go to each individual application's backend to issue refunds while also receiving one merchant statement per application provider. This requirement is not unique to Passport and is the same for each operating system provider. Implementation Phase Breakdown Below is a breakdown of Passport's implementation phases which identifies all steps that will take place leading up to system launch. Passport's attention to detail and levels of depth are comprehensive when creating implementation plans to ensure that client needs are met. Responsibilities of Passport, the City's vendors, and the City itself are outlined to define clear roles throughout the process. The City can expect to receive phase breakouts, as displayed below. indicating key steps within each milestone. Please note that the phase breakdown provided below is an example plan that is subject to change. Further details regarding system configurations, integrations, and other City-specific needs will be fully flushed out in the Scope of Work process during contracting. After these discussions, Passport and the City can determine a more definitive and mutually-agreeable timeline leading up to system launch. Owner Both Passport Both Client ------------------ Implementation Phase Breakdown Task Name Initial introductions (Review SOW) Sales handoff Project kick-off Confirm main points of contact and establish weekly meeting time System Setup· I Prov isioning Environments /'Rates (Phase 11) Both Both Passport Passport Passport Both Client Confirm zone configuration (sub-zones, LPN, space) Confirm rates (times of day, pre-pay times, notifications, etc.) Create operator Complete environment and rate buildout Move client to test processor for testing Perform environment and rate testing Provide sign-off on environment and rate testing Integrations i ! Passport passportinc.com rfo@g;n;5goatnc, cgm 2020 Passport Labs, Inc 115 of 166 •1 1. 113 Meter & Paystatlon Integration (If applicable) ,;,; Both Integration system discussion Client Client Initiate contact with meter provider Request integration credentials Passport Finalize integration setup Both Test Integration system Enforcement lntearation (if applicable) Both Client Client Enforcement system discussion Initiate contact with enforcement provider Request enforcement credentials Passport Finalize enforcement setup Both Test enforcement system LPR Integration (If applicable) Both Client Client Passport Both Client Integration discussion Initiate contact with vendor Request credentials Configure integration Test integration Integration approval Marketing and Public Relations Passport Verify if a Marketing Package was purchased Press Release Passport Submit JIRA request for PR Passport Create launch press release Client Client review & approval of press release Slgn~ge and Decals Both Both Passport Passport Client Passport Passport Passport i! Passport Confirm signage and decals sizing (based on# of spaces, # of entrances, hardware, etc.) Confirm quantity for each sign/decal Submit PO request Design signage and decals Client review & approval of decal design Order decals/signs Decals/signs shipped Decals/signs delivered to client passportinc.com rfo@eassoart tnc,corn 2020 Passport Labs, Inc 116 of 166 ■1 1. 114 Client Finnnce Passport Passport Both Client Training Client installs decals/signs Finance conversation with Client Finalize merchant processing setup Test to make sure funds flow into merchant account Sign off on merchant account Passport Schedule training Both Backoffice I administrative staff training Launch Passport Go-Live Passport Send DocuSign to Client for approval Client Receive DocuSign from Client Mitigating Risk As with any project, implementation issues and concerns arise that require an evaluation and potential change of processes in order to better accommodate clients. Passport has learned and adapted, over the course of thousands of implementations, putting several best practices in place towards completing work within required timeframes and maintaining continuity of workflow over the duration of project implementations . .Solutions Engineering Passport has introduced an emerging team, Solutions Engineering, to mitigate late d iscoveries related to env ironment-specific needs such as integrations, rates, and zone configurations. Solutions Engineering works to understand the complexities associated with specific environments. The team is designed to analyze every project prior to launch and determine any custom development required to meet the needs set forth by clients . In short, Solutions Engineering focuses on the "how" and "why'' of client requests, exploring the most appropriate solution for a need, setting clear expectations for both Passport and clients alike. Client Implementations Team Due to the high demand for working with Passport, new clients can experience longer than average lead times to kick off and implement projects . Additionally, Passport has found historically that implementing a solution before taking the time to properly scope and test, can compromise the success of a program launch and ongoing efficiency for the general solution. A premature go-live date exposes clients to an increased risk of a problematic launch, with limited time to conduct thorough contract negotiations, properly scope and deploy all configurations, and suitably test the system to both Passport and client standards . In an effort to maximize efforts, Passport is constantly evaluating ways to ease this process for clients. These efforts include exploring self-servicing tools so that authorized client staff can diagnose and fix issues or implement changes without the assistance of Passport team members; restructuring the Client Implementations team/methods to reallocate resources to the more timely portions of the i! Passport passportinc.com cfp@pas:teoa1n, ccm 2020 Passport Labs, Inc 117 of 166 ■1 1. 115 implementation process; and maintaining clear channels of communication between the client and Passport in order to set clear, mutual expectations for what will be delivered and timelines. Passport's Solut ion Engineering and Client Implementations teams have completed timely rollouts across multiple product lines and rigorously tested and documented implementation workflows to ensure Passport is continually providing excellent support to clients. This belief and dedication is ingrained in every detail of the partnership. After contract execution, Passport will immediately dive into the implementation process to ensure a timely launch. If the City chooses to work with Passport, we will begin building a relationship that will allow us to continue to meet the City's needs now and into the future. i! Passport passportinc.com rfo@nassooo,a,,om 2020 Passport Labs, Inc 118 of 166 •1 1. 116 RELEVANT EXPERIENCE Passport is trusted by over 1,200 clients and has implemented its mobility solutions in more than 5,000 locations. To date6, Passport has processed over $1.9 billion in mobile payments and brings over 30 years of experience in parking management. As technology rapidly evolves it is imperative for cities to choose a partner that is committed to long-term success. Passport strives to continuously deliver upgrades and enhancements that are directly related to improving the overall technology experience for all program stakeholders. Passport has supported a number of environments where government entities have supported multi-vendor parking environments, including the City of Chicago, IL, and the Los Angeles County Metropolitan Transportation Authority. This experience in configuring various nuanced rate structures across diverse cities has aptly prepared Passport to create the Passport Operating System. The following examples highlight Passport's experience implementing projects of high complexity and major scale within multi-vendor environments. LA County Metro Passport built and implemented a Parking Information Management System for LA Metro in 2018 that included mobile payments for parking, an end-to-end parking enforcement solution, digital permits, and a ridership verification system. LA County Metro approached Passport with a primary goal of solving one of its biggest problems. Metro's park & ride lots were being occupied by parkers who were not riding transit, not leaving enough spaces for their transit riders. To solve this challenge, LA Metro partnered with Passport to deliver a ridership verification system built into its parking information management system, ensuring that individuals parking in their park & ride lots were also riding transit. To accomplish this, Passport integrated with LA Metro's fare payment system, TAP (Cubic Corporation), and tied every paid parking session to a transit fare, verifying that if someone parked in their lot, they also rode transit. ,. l.cf'llWrl.llf~ ~ff1fr11l10I"" (I rQ) 01mflor,n '°'.:in .t~ ct,11-~, enters Ridership Verification Svstem (RVS) Powered 1.-y i! Pas.sport • -i, ~ , ... DrtVf1 µ,1), v,,t rtw U.PL,!f!JAPt (.affU1'\.lh'r\ M&lrOPArklng <.Jnllrni cormo~nuy -'l"ll""'P;;,111;ir()n r.t'IVi'I IS ti o t,ttt" by c nl c rh g Mcuondcr v~;ro • l •rtn~P ,.ro1r<' * • TAF Co'UC # -: '·················-·····-············-····-·-···' ' t -Wwnu1t1rtg LI R C,ltntrili ,,-,.,.1, ifthr t1,1,,Npt1id _.___ \ 01~10,\ i,. 1oi:nttf~d fhVif!wh(I mllrrdu/n ' f'llyMrlufn'r t.Sf th~ Aft'fltl/ Bmback System Powered by i! Pa"pOtl lnUHfU1l1Qfl IS.Hl~lllth,-(1 ttvoug, D~'V ,~o,d1 .\r11 .. 11tl0•:-. l~UC:LI JrKJ 11,llltCJ lUthP ,101a:or .,..ho can r.ev nUl!l"'lfl'y ~nllnf 1 throush fJdtt'l\<S TrJm11 (c,,rt , 1AJ.IU'TI) In addition to this aspect of the system, Passport implemented the Metro Parking application, for mobile payments at all parking lots and its dig ital permits for the administration of Metro's Monthly, Flex, and Carpool permits. The Metro Parking application, all digital permit types, and meter payments through Global Parking Solutions, are Integrated with the Parking Information Management System to ensure ridership verification. 6 Q2 2020 i! Passport passportinc.com rf P@PilSSPOrtinc.cgm 2020 Passport Labs , Inc 119 of 166 •1 1. 117 Monthly, Fie>< & Carpool Permits Platform Fe;atures: ➔ ➔ .. .. ➔ ➔ .. ➔ .. ➔ .. Lirnil~ based on avail~bilily by Park & Ride Automatetl wallllsllng ►orrr,1 .=i1,•n -1~nr:-wr1I~ Real -tirne fAP car ti valitl.i:ion@ ~erm1t ,s~uance Ridership ~eri!ication through TAP API Ridership email remir.ders 2x per month Permn, TAP#, LPN online management A1;tornatcd pcrmil ~u,pcn~ion rf ndcrshro levels not met Wdgeworks payments accepted Mttro employee badge ID man11gem~nt Multrple I PN & TAP ridershipverifirauon for Carpool permits Olgital Perma Platform & Ridersh ip Verificat ion System (RVS) Pow•red by i! Passport !. - Ot lvet, lJ11y~ Monthly, <•rpool, or Fl- r,rmc ..,,., the lAMetroPt rmlc1 w1>t} r•nno1l w•th •C.on11n 11110 • l1C.~n11,f V:dt~ I ('i) • f,tiP .1'rJi, • M\!t:10 l:ff'plCJ~~ II ComrhHtr fl,Jtlt-.in Jpp1opr1.11~ P.>r h & n,du Lot ..-o l,\U CJl(J /-1'1 ~nnfum, cit •v-'1 ,nr.Cl!, ,,uL'f!.htµ , ll'qv11on,c•llt. HltUO'tlh In 1•1,11 •1 l .Ul l!Jt'llt l l C.on11 :iutc1~ ff1nf1'1P1H f't 11dr1!1c f,t ulr11 Finally, to ensure compliance, LA Metro employed SP+ Municipal Services and armed them with Passport's enforcement solution. SP+ enforcement officers use Passport's enforcement application, OpsMan Mobile, to enforce all paid parking and rider verification. Outside of SP+ on-foot enforcement service, Passport partnered with the Authority to create a Billback process. This process included fixed Genetec LPR at the entrance and exits of every parking lot. If a parker enters the lot. doesn't pay for parking and leaves, the LPR scans their plate and the PMIS automatically initiates a DMV lookup and a letter or citation is mailed to the violator. As a final component of the project, Passport integrated with the LA Metro Transit Court to accept all citation payments. The court system utilizes a 3rd-party software system, AXiom, of which Passport sends all citation data and receives payment data for reconciliation in the PMIS. Clly of Chicago , IL In 2019, CPM transitioned from a pay-and-display model to manage parking payments, to an LPN-based system, in order to drive more digital transactions at the curb. CPM decided to choose a different enforcement partner (Passport) than the City of Chicago (Conduent), to create a more efficient system for its officers with a primary goal of driving payment compliance. The two systems needed to be fully integrated and connected not only to each other, but also to the City's new parking meters (Flowblrd), its parking application (ParkChicago, powered by Passport), as well as the City's custom business intelligence and back office system (Canvas built by IBM). real-time data flow and check-backs were important elements to make the system work efficiently across the city. In order to achieve this Passport built a fully integrated Parking Management Information System to accommodate the City's new parking operation inclusive of the following: • Parking transactions from Flowbird pay stations and the ParkChicago app are ingested by Passport's engine in real-time. • Passport's API transfers the data to its parking rights engine, which becomes the central source of truth for transactions. • Passport's parking rights engine is fully integrated into CPM's enforcement handhelds (Passport enforcement application, OpsMan Mobile), the city's enforcement system (Conduent) as well as the city's business intelligence and management system (Canvas build by IBM). • Both the City's and CPM's enforcement officers can see session data from the pay stations, and the ParkChicago app. i ! Passport passport1nc .com rf P@PilS$POrttac cem 2020 Passport Labs, Inc 120 of 166 •1 1. 118 • Passport's enforcement solution has an added last second check when the ticket goes to print, so when enforcement officers issue a citation, the system checks back one last time with the pay stations and the ParkChicago app to determine whether a session was actually active or not, creating a significantly more accurate citation issuance process. • Park i ng administrators in the office are able to view citation and parking session data in the back-office system, making adjudication more efficient; adjudication officers can quickly look up LPN, timeframe, etc. and pull a report so that both meter and mobile pay transactions can be validated when a citation is disputed . • To maintain a consistent user experience, and match city requirements, Passport ensured the layout of the citations issued by its system and by CPM officers is the same as that in the City's system (Conduent). i ! Chicago, IL: Parking Management Information System Par k ing Enforcement F L OWBIIID >'ussporf., Accwotr r,cir, Yer,'iwttim //nu tt:rord pr11mr:r1 rhcchl • D I \ i! Passport • i!P,1~spnrt Eflfu rc,,. ,,,. •• , 11,,, .. u,,-,,.. - C J111.h,,.._\nl l:r torurnie1 t Sy!it1,11 e u ,111 ,,:. 1111elll,-<cnc,. ~M,111,h',l"flll!lll System hy IUM) With Passport's enforcement look up feature, CPM enforcement officers are able to quickly type the first few characters of a license plate on their handhelds and within 2-3 seconds they're able to quickly find whether that LPN has a valid parking session (through a pay station or the ParkChicago app). With more than 100,000 transactions being processed every day, this feature creates a very quick and easy way for officers to enforce in real-time . CPM's officers now issue 1,500+ citations per day, or approximately 550,000 annually. City of Champaign, Urbana & University of Illinois Passport has vast experience with regional interoperability within its parking applications through its experience offering a single branded application to multiple cities, cities and universities, cities, and private operators, and more. One specific example is the MobileMeter app currently deployed in the Cities of Champaign, IL, Urbana, IL, and with the University of Illinois . In 2014, the City of Champaign, IL originally approached Passport with the request for a t:!JMob ·11 e Me-ter private label application. Knowing the city's proximity to the r City of Urbana, IL and the local university, the staff at the City i! Passport passportinc.com rfg@gag;gorttnc,com 2020 Passport Labs, Inc 121 of 166 ■1 1. 11 9 of Champaign chose not to do a City specific logo with the hope that the other two entities would join the application after it went live in February 2015. Over the course of the next year both the City of Urbana, IL and the University of Illinois joined the MobileMeter application. Therefore, anyone parking at one of the 5,000 metered spaces throughout the two cities or the un iversity could use a single mobile application, MobileMeter. Since 2015, the application has completed more than 1 million transactions. Passport was able to provide a solution that created a seamless transition from one parking environment to another, easing the parker's experience . The app provides the residents and transients for Urbana, Champa ign, and the University of Illinois the ability to pay, park, manage and extend their parking session via the ir smartphone. The real perk of the parking app is that it gives users the functionality to handle the experience solely from one app while they are in any of the three locations -there's no need for users to download separate apps for each one . "I can't soy enough about the success of MoblleMeter. The numbers tell the story here." Kris Koester, Public Information Office City of Champaign, IL MoblleMeter also simplifies the experience for the operators themselves. Passport's backend system Is siloed by each i ndividual entity so that they can manage their environment without exposing personal information to the other two entities within the application. Th is division includes everything from reporting to individual environmental setup (hourly rates, lockout periods, enforcement APls, etc.). By doing this, each entity can see their revenue and reporting while keeping the Information separate from the other two entities. Passport has implemented many similar setups throughout the United States in which multiple regional entities have joined together within a single unique application including the City of Portland/Portland State University, City of Omaha/University of Nebraska -Omaha, City of Iowa City/Un iversity of Iowa, and many more. Additionally, the Passport Parking applicat ion is available nationwide and offers a streamlined end user experience while separating reporting and business functionality for each individual entity. i ! Passport passpon,nc.com rfu@gassgoato,com 2020 Passport Labs, Inc 122 of 166 ■1 1. 120 Passport Enforcement The Passport Enforcement solution has been designed to streamline enforcement services, reduce time and cost, and increase collection rates for its clients. All interfaces included in Passport's enforcement product communicate in real-time through a set of internal Application Programming Interfaces (APls), meaning enforcement officers will receive the most current data in regard to vehicle information, including scofflaw information, permit records, and citation payment records. All data aggregates in the City's back office and transfers in real time to the enforcement officer's handheld devices for informed and accurate issuance. Once a ticket is issued, its information is securely transmitted to the back office in real-time, available to both the violator for payment and the City for tracking and reporting. The system is broken down into multiple components. • ISSUANCE AND OBSERVATIONS Passport Enforcement's front-end application (OpsMan Mobile) is a native Android application that is available for free on the Google Play store, which will be used by enforcement officers to Issue citations. In less than 30 seconds, the enforcement officer will be able to enter a license plate number (LPN), check whether the vehicle is illegally parked, and issue a new citation. Passport is able to streamline this process by using dynamic lookups of each LPN, checking each character against a continually updated database. Prior to Issuing the citation, OpsMan Mobile will double check the LPN against the most recent database to confirm that a parking session has not been Initiated during the issuance process. Once issued, all citation data will be pushed to the cloud-hosted database and be made available for payment, tracking, and reporting. • REPORTING AND CITATION MANAGEMENT Accompanying Passport Enforcement is the Passport Client Portal. This portal will become the main analytics dashboard for the City's parking management in addition to being the control board for parking operations. It will aggregate data in real time from all front end interfaces (Enforcement software, Passport Parking, Payment Portal), to then use toward additional enforcement, data processing, trend analysis, and reporting. The Client Portal also offers many crucial citation processing functions such as cashiering, appeal processing, and violation updates. • PAYMENT PROCESSING Using Passport's proprietary Customer Portal, a violator will have immediate access to pay or appeal their citation online securely. The portal is PCI-DSS (v. 3.2.1) Level 1 certified and keeps all personally identifiable and confidential information secure, tokenizing and storing credit card data in a separate, isolated database. In addition to providing the Passport Enforcement solution, Passport is also a payments company, allowing it to facilitate all payment processing. As a merchant processor, Passport handles the electronic payment transactions for the City. Passport will obtain sales Information from the portal, receive authorization and funds from the issuing banks, and send payment to the City. Passport is on the national registries of both Visa and Mastercard as a merchant service provider and undergoes annual PCI-DSS compliance audits. • NOTIFICATIONS The City will have the option to notify violators with the Letter Template Setup module. This module will create all correspondence to be sent to violators, rental agencies, or applicable fleet companies on a City-defined schedule. This correspondence can include delinquent notices for outstanding violations, appeal decision letters, or any other templates required by the City. Passport will align with the City to obtain written approval on notices sent to i! Passport passpon,nc.com rfe@Rassaoatnc cam 2020 Passport Labs, Inc 123 of 166 •1 1. 121 violators and the City will decide what information is necessary, including the City's letterhead and additional content applicable to state and/or federal laws. The back office portal will house these correspondence records and allow the City to gain access to all notice content and schedules. Each component is seamlessly integrated with the others, providing real-time data collection and retrieval. Additionally, Passport's suite of products is all built on an open Application Program Interface (API), which means that it is capable of integrating with any other software provider within the City's ecosystem . i ! Passport passportinc.com rfp@pasr;oort tnc,com 2020 Passport Labs, Inc 124 of 166 •1 1. 122 PASSPORT IN THE NEWS f Forbes Google Launches New Google Maps Parking Payinents Feature Jay McGregor ,110, Co u outor 0 Consumer Tech Google Maps Google is rolling out a new way to pay for parking in Google Maps, which is live right now in Austin, Texas and will be available more widely in the coming weeks. The new feature, which comes from a partnership between Google and parking app Passport, lets users pay for parking directly in Google Maps as they approach their destination. Users can either pay via Google Pay or go to a payments site in their browser. i! Passport passportinc.com rfo@oassoortinc com 2020 Passport Labs, Inc 125 of 166 •1 1. 123 Available on Android and iOS, the feature aims to solve the long-standing issue of parking in cities where restrictions aren't clear, alongside the new problem of physically touching payment terminals. As Gina Fiandaca, assistant city manager of mobility for Austin, explained in a statement on Passport's website. "This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Rolling out in Austin first is likely down to the large presence Passport already has in the city. There's already a mobile pay parking app, called Park ATX, that Passport owns and is available at over 10,000 parking spots. This is an upgrade of the previous payments app ParkX, which Passport acquired in 2016. There's no information on when or how a similar service will be rolled out nationally, or globally, but presumably a similar parking spot payment infrastructure is needed. i! Passport passportinc.com ®@oassoortinc.com 2020 Passport Labs, Inc 126 of 166 •1 1. 124 0 0 0 Passport works with Google to make parking payments faster and easier in Austin Now, Austin drivers can pay for parking right from Google Maps. Austin, TX (September 2, 2020) -Passport, a transportation software company that enables cities to manage vehicle interactions with streets and sidewalks, is innovating with Google to enable people in Austin, Texas to pay for parking directly from Google Maps. This feature will start rolling out later today and will become widely available in the coming weeks. HERE'S HOW IT WORKS: When navigating with Google Maps on iOS and Android, drivers will now have the option to pay for parking with Google Pay as they approach their destination. They can also visit pay.google.com/parking to pay directly from their phone's browser. ''We're excited to work with Passport to help drivers in Austin pay for parking more quickly and conveniently right from Google Maps," explains Vishal Dutta, Product Manager, Google Maps. "Google Pay and Google Maps were able to seamlessly incorporate Passport's software, which helped us bring this feature to life." As cities around the country continue to look for innovative solutions to drive recovery in the wake of the pandemic, Austin is excited to be the first to offer this i ! Passport passportinc.com rfo@oassoortinc.com 2020 Passport Labs, Inc 127ofl66 ■1 1. 125 new feature in Google Maps to its local parkers. It's just one of the ways the city is engaging with citizens to keep them safe. "By providing people the ability to use applications they already have on their devices to pay for parking, people can get to the places they care about faster," said Gina Fiandaca, Assistant City Manager. ''We're working hard to make it easier for Austin residents and visitors to use the parking system. This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Passport has been delivering parking solutions to Austin residents since 2016 when Passport acquired the local startup application, ParkX. Since then, Passport has equipped the city with back-end technology that provides city and transportation leaders with valuable information to manage their parking ecosystem. In early 2019, Passport helped Austin update and rebrand the ParkX app into ParkATX. "Integrating Passport's payment technology into Google Maps makes it easier to navigate and pay for parking in downtown Austin," said Khristian Gutierrez, Chief Revenue Officer at Passport. ''The City of Austin's parking team has always had a laser focus on delivering a positive customer experience by making parking frictionless. We are excited to partner closely with the Google team to improve the livability in Austin in support of the City's goals." i! Passport passportinc.com rfo@oassoortinc,com 2020 Passport Labs, Inc 128 of 166 •1 1. 126 Parking, Reimagined: How 3 Cities are Changing Parking as we Know It Digital technology has changed how people live, move and do everyday tasks. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where parking is no longer a burden for city leaders or the communities they serve. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where parking is no longer a burden for city leaders or the communities they serve. Digital technology has changed how people live, move and do everyday tasks. These advancements have spiked a rapid growth in both the needs of parking operations and the demand from motorists who rely on them. However, the siloed, i ! Passport passportinc.com rfp@gassPOrtlnc com 2020 Passport Labs, Inc 129 of 166 •1 1. 127 antiquated software historically used to manage parking has made it hard for cities to keep up with the pace of change. As a result, parking officials suffer with systems that are difficult to manage, inflexible and that fail to provide mission-critical data in an automated way. Davis Hough, Senior Special Assistant to the Parking Commissioner of the City of Buffalo, explained, "We struggled to manage multiple analog systems that were not integrated, not in real-time and not able to adapt to an accelerated evolution at the curb. We knew it was time to take action and ensure our city would be more innovative and efficient moving forward." Furthermore, when it comes to mobile payments for parking, motorists' options are very limited, which is opposite of the modern experience they expect. People don't want to waste time searching for and downloading a different parking app every time they visit a new city. They also don't want to be forced to use a certain app. They expect the freedom to choose. In some cases, such as with people who require ADA accessibility, choice is even more crucial. Ken Smith, Parking and Mobility Manager for the City of Omaha said, ''Technology will continue to advance, and people expect that our city will keep up. If our residents or visitors prefer to use one app over another when paying for parking, we want to accommodate them. We don't want anything to deter or inconvenience them. We'd like to increase mobile pay parking usage in our city." Blazing a trail of modernization, the cities of Portland, Buffalo and Omaha have set their sights on a revolutionary, new parking management technology. The solution, created by transportation software company Passport, is an end-to-end digital operating system designed to unify parking management and modernize the customer parking experience. Passport's Operating System unlocks a revolutionary, open ecosystem model -a first of its kind for the US industry. This model makes it possible for cities to offer a wide range of mobile applications and manage them all within the same backend system. Motorists gain the freedom to choose their preferred app to pay for parking and cities manage all the app vendors seamlessly -without additional effort, contracts or complexity. In support of the open ecosystem model, John Peverada, Parking Division Director for the City of Portland, shared, 'We believe customers will perceive additional choices -multiple mobile apps to pay -as an enhancement and our goal is that mobile payment usage will increase as a result. I think it's important to keep up with improved products that make their parking experience easier and quicker." i! Passport passportinc.com rfo@cassoortin&com 2020 Passport Labs, Inc 130 of 166 •1 1. 128 And Hough added, "Like the City of Buffalo, Passport recognizes that paying for parking should be much more convenient for motorists and easier for cities to manage than it currently is. Well before the COVID-19 pandemic, the City of Buffalo, under the leadership of Mayor Byron W. Brown, began moving away from parking meters and toward more mobile pay only zones. We look forward to building on our positive progress and finding even more ways to provide safe, contactless payment options for our community through the Passport Operating System." Regarding the advantages of the unified system, Smith explained, ''The Passport Operating System will integrate different data sources operating within the City of Omaha's parking ecosystem and provide us intelligent management insights in real-time. There's just one login to remember, where you'll find historic, current and projected parking data in one convenient place." Portland, Buffalo and Omaha are among the first of a growing list of cities leveraging the Passport Operating System to redefine parking management and improve the parking experience. The shared vision is one with customer choice, increased revenue, better data, future adaptability and unified parking management. i ! Passport passportinc.com rtg@oa:;soortinc.com 2020 Passport Labs, Inc 131 of 166 •1 1. 129 \11.,,,JII • 0 • Passport Reports Growth Throughout Q2, Reaching 1,265 Cities Served and over $1.98 in Mobility Payments Processed Recent partnerships with Kansas City, Norristown, Panama City Beach, and Newburgh adds to a growing list of current clients. Charlotte, N.C. Uuly 16, 2020) -Passport, a transportation software company that is reinventing how cities are managing vehicle interactions with streets and sidewalks, announced multiple new partnerships in major cities across the United States. With the additions of Kansas City, Missouri; Panama City Beach, Florida; Norristown, Pennsylvania; and Newburgh, New York, Passport now has a total of 1,265 clients using its software to bring tech-enabled innovation to streets and sidewalks-changing the dynamics of traditional city parking by digitizing operations and integrating a system that offers more mobile payment optionality. The company also reported that more than $1.9 billion in mobility payments have been processed through Passport's platform to date. i ! Passport passportinc.com rfo@Pa$SPPrtinc,com 2020 Passport Labs, Inc 132 of 166 ■1 1. 130 "Our case studies in different cities and towns across the United States speak to the success municipalities have had with Passport's innovative parking solution," says Khristian Gutierrez, Passport's Chief Revenue Officer. "Each new partnership gives us an exciting opportunity to support cities in their efforts to enhance their parking and mobility experience." Kansas City, Missouri is among Passport's recent string of new clients. The mobile pay for parking app, ParkSmartKC, now services over 1,500 metered parking spaces throughout the city. Other cities with similar systems to Kansas City have reported an 86% increase in mobile parking transactions and a 19% increase in overall revenue after just one year of partnership with Passport. Another recent addition to the Passport network is Panama City Beach, Florida, which is a city known for its high tourism volume. Other cities that witness a lot of tourism, and are partnered with Passport, have reported three times higher app utilization for parking payments within three months of implementation as compared to its previous provider due to an improved user experience. Norristown, Pennsylvania, an existing digital enforcement client with Passport, recently expanded its system to include Passport's mobile pay parking solution. Another city that fuels its parking network with both Passport's enforcement and parking solutions witnessed a 270% increase in mobile parking transactions and a 20% decrease in citations (which the city attributes to an increase in parking compliance) after launching the partnership in their city. "It's been even more rewarding watching our network of customers across the country come together with ideas and best practices as they each navigate the pandemic," says Khristian. "Many of our customers' operations have been put front and center in the response. The most important thing we can do is provide seamless software tools for them to make informed decisions and implement the most robust set of user interfaces to make parking an afterthought in these communities." In addition to announcing new partnerships in Q2, Passport was recognized as one of Fast Company's World's Most Innovative Companies for 2020, which honors the businesses making profound impacts on today's fast-changing world. i ! Passport passportinc.com rfo@cas$POrtta,com 2020 Passport Labs, Inc 133 of 166 •1 1. 131 .,.-. ... • 0 0 Passport named one of the World's Most Innovative Companies by Fast Company Company secures no. 7 spot in the transportation category Charlotte, N.C. (March 11, 2020) -Passport has been recognized on Fast Company's prestigious list of the World's Most Innovative Companies for 2020. This list honors the businesses making the most profound impact on both industry and culture, showcasing a variety of ways to thrive in today's fast-changing world. This year's list features 434 businesses from 39 countries. Passport, the operating system that allows cities to manage vehicle interactions with streets and sidewalks, was named the no. 7 company in the transportation category. Passport's software solutions help city leaders increase convenience, efficiency and compliance through pricing of single-occupancy vehicle parking at the curb, scooters parking on city sidewalks, vehicles stopped in commercial loading zones and more. "Innovation is a core tenant at Passport, as we anticipate trends, develop new technologies and help cities plan for the future of streets and sidewalks," said Bob Youakim, Passport CEO. "As cities face new challenges and rising populations, we are passionate about helping cities through the current transformation of transportation and improving how people move around cities." i! Passport passportinc.com rf P@PaSSPPrtfnc,com 2020 Passport Labs, Inc 134 of 166 •1 1. 132 Passport, headquartered in Charlotte, N.C., has demonstrated record-breaking revenue growth year-over-year and nearly doubled its client base from 2018 to 2019. In 2020, the company will leverage its Series D investment for continued revenue, employee and client growth. "At a time of increasing global volatility, this year's list showcases the resilience and optimism of businesses across the world. These companies are applying creativity to solve challenges within their industries and far beyond," said Fast Company senior editor Amy Farley. i! Passport passportinc.com rfo@PA$$POrtinc.com 2020 Passport Labs, Inc 135 of 166 •1 1. 133 How the Passport Operating System is Revolutionizing Parking Digital technology has changed how we get places and do every day tasks. And that includes parking. The competition for access to streets and sidewalks has increased rapidly and there are no signs that it's slowing down. From personal cars, motorcycles and pedestrians to ride sharing, scooters, city bikes, and curbside deliveries, we have more vehicles than ever interacting at the curb and needing precious space. This shift in behavior requires parking operations to adapt and work with providers that are prepared for growth and change. Introducing The Passport Operating System The Passport Operating System helps manage all vehicle interactions, enforcement and permit operations and mobility payments through one system. At its foundation, Passport has built a strategic, decision-making platform that provides you with a single source of truth for data, analytics and insights needed to develop and implement effective policy management. The Operating System also provides the tools to manage your own operation's rules and logic, determining eligibility, managing rates and ensuring compliance and enforcement. Finally, our Operating System gives you access to an open parking ecosystem, via APls, providing the opportunity for additional apps such as i! Passport passportinc.com rto@oassoortinc,com 2020 Pa ssport Lab s, Inc 136 of 166 ■1 1. 134 delivery services, autonomous vehicles, micro-mobility, and more to integrate with your environment. This ultimately provides more parking choices for end-users. It's a future-proof system that delivers increased revenue, reduced costs, simplified processes and user experience innovation. Increase revenue and decrease costs With the Passport Operating System you can manage your entire parking operation using one solution which ultimately will save time and money. By integrating all your parking and enforcement solutions together on one platform you have less vendors to manage. Our parking solutions can increase compliance and drive mobile utilization, which will help decrease hardware maintenance costs and drive mobile pay parking revenue. Similarly, our digital enforcement solutions enforce 4x more ground and have been proven to increase compliance. Simplify processes and streamline operations Eliminate the need for multiple back-offices, spreadsheets and manual processes. With Passport as your Operating System you have access to real-time reporting for your entire parking operation (from parking and enforcement to permits and payments) all in one back office system. The Passport Operating System provides access to: • Real-time overview of your parking, enforcement, and permits environments • Financial reports to conduct audits for grant applications, budget management and more • Trends and analysis on how to optimize operations Enhance the user experience With the Operating System, you have access to an open parking ecosystem which provides your end-user options to choose how they want to pay for parking. Whether it's traditional meters and kiosks, new parking applications, or up and coming trends like connected cars or non-traditional parking apps (think mapping or other services), your end-users will have more options which will make paying for parking more convenient. i! Passport passportinc.com rfp@nassoon tn,corn 2020 Passport Labs, Inc 137 of 166 •1 1. 135 The Benefits of Processing Parking Transactions with Passport Payments I The Passport Operating System comes integrated with Passport Payments, eliminating the need for third party gateways and processors. There are many benefits of working with an integrated payment processor, like Passport Payments. In addition to avoiding fees and costs associated with connecting to third party processors, you will benefit from eliminated chargeback fees, automated reconciliation and no merchant agreements. Don't get stuck paying $15 chargeback fees on $4 parking transactions Chargeback fees can add up over time, especially when paying high fees on micro-sized transactions. With Passport Payments as your integrated payment processor you will benefit from chargeback fee waivers. Passport will waive chargeback processing fees and take the burden off you. Each client will receive a minimum of 3 waived chargeback fees per month and up to 0.015% x transaction volume. Automate reconciliation of daily deposits with all transaction activity As a client of Passport Payments you have access to an automated reconciliation service, matching parking transactions to daily deposit activity. Passport's automated reconciliation service removes the cost and impact of manually i! Passport passportinc.com rfo@oassooainc,com 2020 Passport Labs, Inc 138 of 166 •1 1. 136 reconciling data from two different sources where data formatting and date & time periods can create data management headaches. No merchant agreement required We understand that you already have a merchant processor, however, many processors are not optimized for small ticket parking payments. Because we don't require organizations to sign a merchant agreement, we make it easy to use Passport to process parking payments without breaking an existing merchant agreement. Passport can act as your merchant of record for mobile pay parking transactions in the Passport app, and accepts all the risks associated with operating a merchant account. We process all debit and credit cards for your parking services, and then fund your bank account like a traditional merchant account. Passport also manages all cardholder dispute inquiries. With no hassle and no risk, activating Passport Payments for your payments processing is simple and easy. i! Passport passportinc.com rfo@Pa§seortinc.com 2020 Passport Labs, Inc 139of166 •1 1. 137 TAB 9 -REQUIRED DOCUMENTS Clean Air and Water Act I Debarment Notice Clean Air and Water Act & Debarment Notice I, the Vend ur , c1111111 curnplic1ncc with all apphcdble standc1 r d:., order:. ur I egulc1l1on:. 1s:.ucd pur:.u anl tu till' Clean Ai r Act of 1970, as AnlC'mlccl ( 42 U.S. C. 1857 (h), Scc\1011 508 of lhl' Cll1 ,11 1 W.ilcr 1kt, ,1:. amendrd (:B 11.S.C. 116fl), Exrrut1vc Ordf'r I I 7]flC) and r:nv 1ronmcntal Protection Agency Rf'gu l.1tmn . 40 f.FR Part I :i .,~ rcquin:-cl undl'T OMO Circul a r A-I 02, /\ttach nwnt 0, Paragraph 14 (I) rrgarding r e porting violations to the grantor agency and to the United States Environment Protect ion Agency Ass i stant Administrator lor the Enfo r cenwnt. I hereby lurther certif)' t hat my wmp,my has nut been debarred, suspended or otherwise ineligible fur pm lic11>.1t1011 111 i=cdcral As s b l,mcc prog1 ,1111:.. u11dc1 Execu ti ve Order 1.1549, "lkharmc11t Jlld Su:.pcns1un", as dcse nhcd 111 the FcJcr,11 Rcg1:.t c r ,llld Ru ic:.. and Rcgul.ilions i! Passport Potential Vrnclor Print Name Addres s City, Sa te. Zip Authori ze d s 1gn a lllre Dalc Passpon Lab_s_ln_c _______________ _ Khnst,an Gutierrez C RO 128 S Tr yon Street. Ste 2200 Charl otte , NC 28202 11 110/2020 passportinc.com rfo@oassoortlnc.com 2020 Passport Labs, Inc 140 of 166 •1 1. 138 Contractors Requirements Contractor Requirements <:ontractor <:crtification Contractor's Employment Eligibility fly rntrring thr contract, C.on t r .1ct or w .1rr:ints rompli ;mrr with the Frrl<'r:i l lmm i gr.1tion anct Na t1 011.1 l ity Art (FIN,\) .• m,t .,II other federal and stMe imm1gr:ition l.m·s and regulat i on s The Co ntr.,rtor fu r ther w.1rrants that 11 Is in rompl i ,m r.e with thr v,irio11 c; c;t:ite .st atues ot thr states it is will oper.1tr this rontr:i r t in. Parlii:ipating Govc1 111111.ml E11 L1 li c& induding Sch oo l Db lnct!> may rc4ucst vcrilicaliun of compli ,rn cc lrom any Cuntral'lur or :,11l11:u11tr,11.tor !Jl'I lorn11ng wo rk 1111dc r Llw, Cunl rat'l. These E11t1tu:::. n:~crvc thl· nglll to confi r m l·ompli,mr(• in ,1t'co 1 d .-1 11 ce with a µp lic,11,le l,1ws <;houlcl the Panir1p.1ting F.ntit i es c;u,;pert or find th,11 the Cont rn rtnr or ;111y or u s su b co111 r;i r 1o r s are 11 01 in l omplianre, they mny pursue any and a ll remed i es allowed by lnw, incl11d111g. but 11 01 limited to : c;uc;penslon ol work, termin atio n o t th e C.ontrart fo r rleta11lt , ::1nct su sprnslon and/or deha r m ent ot th e Conlraclor. A l l c·11 1,t.,; ne!'rso;ary lo verity cnm p lianr t> arr t he rr~pon sih1lity oft he C:nntrn !'lor. The offornr complic:. and mainta in:, cumphant'c with the apprupn.1tc statute:, whi ch rc4u lrc:, wmplianu: with federal i111migr,H1011 laws by !>late e mployer:.. !>l ,llc contractors and State s u b cu11t1 ,1clors 111 acrn11l,111cl' with the E-Ve n fy Emp loyee Elagih1hty Vl'1 1lk.i tiu11 Program. Contractor shall comply 111 1th govern ing board policy of the NCPA Pa rticipating entities in wh ,ch work Is being pe rf orm ed Fingerprint & Background Checks If required to provide se rv ice s on school dist rict prop e rty at lea st five (5) times duri ng a month, co ntrac tor sha ll submit a full Sf't of finccrpnng t o th<' school dis tri ct 1f requ e st c>d of Pa ch person or employe e> w ho mJy p rovid e such scrv1 cl' Alternately, the school di strict mdy fin gerp r,nt those per~o ns or employees . An except io n lo this requ irement mdy be made as authorized on Gove rning Bn;i,d r,oh cy Th f' <li \t rirl ~ha ll Londu cl a fin c err,nnl I h Pc k ,n acc ordance w1lh l he appropriate state and fed eral laws ot all co nt ra ctors, sub contractors or vendor s and their employees t or wh ich fingerprint~ arc submi tted to th e d Vi tflcl. Co n t rnct or, su b1 on tractors , vendo rs and t heir employees shall not paov1d c services on school district p ropert ies u ntil autli oriz ed by the Di strict. Thi.' olfcror sha ll co mply w ,th f 1ngNp11n tang r equirem ent, ,n ~c cord ,m cC' with Jpprop n al l' ~lat ul C's 111 l hc ,t at <' on wh 1eh the work is be in 11 performed un less othe rwise exe mpted. Contractor sha ll co mply 111 1t h gov erning boarrt pol1 c:v n l hi:-school d ,s lrict or Part1 (1 p ,1tanr, Enr,tv 111 wh ,~h w ork •~ be ing performed Business Operations in Sudan, Iran In accordance with A.R .S 35-391 and A.R.S. 35-393, the Contractor hereby cert ifies that t he co ntra ctor does not hav e 'icrut1111zed bu~m,.~s opPrdtlons in Sud .an and/or Iran i ! Passport Authorized s1gnan1re Khnslian Gut ier rez, CAO Da tf! 11 /10 ,2020 passportinc.com rf P@PaSSPPrtfnc &Rm 2020 Passport Labs, Inc 141 of 166 ■1 1. 139 Antitrust Certification Statements Antitrust Certification Statements (Tex. Government Code § 2155.00S) I affirm under penally of pcqury of the laws of th e State of Te Kas t hat : (1) I am duly authomed to executP this contrart on my own be half or on behalf of the company, corporat ion , f ir m, pdrtnersh1p or ind iv1dudl (Company) listed below; (2) In ronnPct ion with th,s bid, nPither I no r any r eprP sPntat ive of the Company has violated any prov ,~ion of the Te)as Free Enterprise and Antitrust Act . le~ Bus. & Comm . Cod e Ch apter 15 ; (3) In connect ion with this bid , neither I nor any representat ive or the Company has violated any rederal antit rust law ; and (4) Neither I nor any representat ive of t he Company ha s dire ct ly or Indirectly communicated any of the contents of this b ,d lo a co mpet,tor ol th Com pa ny or ~11v other co mpany, co rp oration, firm, p,ntncrsh1p or 1ndiv,du.1I eng aged ,n the same line of bus iness as the Company . i! Passport Co m p:my n;ime Passpor1 Labs In c Address 128 S Try on Stre et. St o 2200 f.ity /Sr;ite/Zip Charlolle, NC 2ag_o2 Telep hon e No. (704) 837-8066 F.1xNo. Email ;idd re.~s Print ed nam e l'oc;ition with company Authorized signature ----------------------- (888) 804-1783 khnstian-rfp@[>a ss~rt1nc .com Kh nstlan Gutierrez Chiel Reven ue O fllcer passportinc.com rfp@oasspootnc,com 2020 Passport Labs, Inc 142 of 166 •1 1. 140 Required Clauses for Federal Funds Certification Required Clauses for Federal Funds Certifications PJrtic,pallnr, Agl.'ncics m.iy cliict to u~c fedcr,tl funds to purchase undl.'r the MJstcr Ar,reemc11t Th e fo ll ow1 11 i: cerriflrations and provi~ions may be required and apply when a Participating Agency e~pends fedPral fund~ for a11y purchdse result ing from this procurement process Pursuant to 2 C ~ R ~ 200 :!26, ;,II contracts, Includ1ng smJII purchases. awarded by the Participating Agency and the Participating Agency's subcontractors shall contain the procurement provision~ ol Appendix II to 1'.irt 200, as applic.Jblt• APP ENDIX II TO 2 CFR PART 200 (A) CuntrJCh for mo re thJn the s11nphf1ed .icqu1\ilIon t h•e~hold wrrently wl al $150,000, wh1t.h ,s the 1nOJt1on ad1uslcu amount determined by the Ci~1 llan Aeency Acqu Is1tIon Council ,md the Dctense Acquisition Reeulat,ons Council (Councils) as ,1U thorizc,d by 41 USC 1908, rnust address adm 1n1strJt1vc. contractual, or lcr,al rc,medres in instances where contractors v iolate or breach contract terms, and provide for such sanctions and penalties as .ippropriate. (8) Term,nation for cdusc and tor tonvcniencc by the grantee or ~ubg1Jntce 111cludini: the manner by which ll will liL effected .:ind !hf' b ,1s,~ for ~cttlement (All conrr.icts 111 e-ce5s of S 10,000) (C) lqual Fmployment Opportunity. Except as otherwis" provided under 4 I CFR Part 60, all contracts 1hat meet the derinition ot "lcderally assisted construction contract" in 41 CFR Part 60-1 3 must Include the equal opportun ity clause provided under 41 UR 60 l .4(b), 111 di cordar1t e with heLUttvc Ord er 11246, "t4uilt Em(.lll)y11lt!nt Opportuml,'~ (3 0 CF~ 12319, 12935, 3 CFR Part . 1964 1965 Comp. p 339), as amended by Eicecutive Order 11375 'Amending Eicecut 1ve Order 11246 Relating to Equal EmploymPnt Opportunity," and 1mplP.mPnting regulations at 41 CFR part 60, "Off1r1> of Federal Contr.icl Compliance Progr.im~. Equal Employment Opportunity, Department ot labor." Pursuant to Federal Rule(() above, when a Partic,pa in,i Agency ewpends fedPral funds on any federa ll y assi~ted conslructI011 contract, the equal opportunity clause h ,ncorporated by relt!rcncc herein (D) Dav•~•Bal0r1 Acl , as an •rnd,id (40 USC 3141 -3148) Whw1 requir c d Ly Federal p•O!\rdrn l1~r.•~lat1or1, all prune construction contracts in excess o S2,000 awarded by non-Feder.1I entitle~ must include a provision for comp liance w ith the Dav,~ Bacon Act (40 U.S .C. 3141 3144, .:ind 3146 -314!!) a~ supplemented by Department of Labor regulations (29 OB Part 5, "Labor Standards Provisions Applicable to Contracts Coverine Federally Financed and Assisted Construction ") In accordance w,th the statute, contra ctors must be required to pay wages to laborers and mechanics at a rate not less than the prP~a1hng wage\ \pec1f1Pd in a wage determ,nat1on madP by thP Secretary of I abor In add,t,on , contrartor~ must be required to pdy w.iges not less than once a week. The non Federal entity must pldcc a copy of the current preva ilin g wage determination issued hy the Department oi labor In each sohcitat ,on rhe decis io n to aw.1rd a contract or subcontract must be conditioned upon the acceptance ol the wage determination The non Fedr!ral C!ntity must report a ll susp l'cted or reported v1olation5 lo the Federal awarding agenry The rnnlra ct~ rnu~I also mcl udc il prov,~Ion i! Passport passportinc.com rfu@pas~PPrtinc.cPm 2020 Passport Labs, Inc 143 of 166 •1 1. 141 for compliance with the Copeland "Anti-Kickback' Act (40 U.S .C. 3145), as supplemented by Department of Labor rcr,u lallons (29 UR Part 3, "Contractors ,md SulM untracto,~ on Pul>tic Su,ldmg or Publir. Work fin.:incccl ,n Whole or "' Pan by Loans or Grants from tne United State-~") The Act provides that each contractor or subrr.cip1enl must be prohibited from Inducing, by any ml'an~. any person l'mployed ,n lhl' construction, completion, or rl'r>aIr of public work, tu gIvL up .111y p,ut or the compc-11~a11on to wh1Lh he or she is othc>r w1~e entitled. The non-Federal entity must 1eport all suspected or reported violations to the Federal awarding agency (E) Contract Work lloyrs and Salety Standards Act (40 USC 3701 -37081. Where applicable, all contracts awarded by the non FPderal enlity 111 execs~ of $100,000 that 111volve the employment or mech.irnL~ or laborNs muM mclud,> a p,ov1s1011 tor con,pllance with 40 U S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Pa rt 5). Unde• 40 U SC 3702 of th!' Act, !'<1Ch contractor m11r,t be rPquirr•d lo comput ~ the wagl's ol Nery mr.:hanir and l aborer on thP ba~ls of a ~tandard work week of 40 hours. Work m excess of the ~tandard work week Is permls~ible provided th.it the worker Is compem.ited at a 1Jt1: of not le~~ than one a11 d ah.ill times the basic r,lle of pay for .ill hou1s worked in excP~s of 40 hours 111 the work wePk The requirements of 40 U S C 3704 ;ire applicable to construction work and prov,dc that no l.iborer or rnechan1L rnu5t be required to work in surroundings or under working cond ,t1ons whrch arc un~armary, hazardous or dancerous. These r equ irements do not apply to the purchases of supphes or m.itcr1afs o r artic les ordlnarll v ava ilable on the open market . or contratts for transportation or transmiss ion of mtell ·gence . (F) R,ghts to ln11entlons Made Under a Contract or Agreement. ti tne rederal awilrd meets the definition of "funding dgreein .. nt " u11d••1 37 C~R !i40l 2 (aJ and th e rccIp1cnt or sub,ec1p1 <>nt w1she, to o>ntt•r into a cont ,.ict wirh ii sn,all bus i ness firm or nonprofit organization regarding the substitution of panIes, assignment or performance of CApernnenta l, dPvdopmc ntdl , or res e,irch work u11dcr that "fun ding .igrcem1•n1," the recip•en l or wbr 1•c 1p1cnl mus comply w ith the requ ,r ements of 37 CFR Pan 401 , "Rights to Inventions Made by Nonprofit Organizations and Sma ll Bu s11 1ess Firm s Under Gnvrrnmcnt Grants, Contr.ict s .ind Cnopc>ral1vl' At1,rl'en1cn1 s " ;ind any 1mplemcf'lt1ng regulation s issued by the awarding agencv (G) Clean Air Act {42 U.S.C 7401-767 lq I and the Federa l WatPr Po ll ution Control Act (33 U.S .C. 1251-1387}. as ,1111e11ded Conlr.icts ,111d ~ubgr,rnt~ of a111ou11h ;n l'~te~s o l $150,000 mu5t wnt.iin J pr ovi~io11 th.ii rl!ctUirt'~ ttw 11011 Federal award to agree to co mply with all applicable standards, orders or rPgulations iS Sll Pd pursuant to the Clean Air Act (42 U.S C. 7401 7671q) and the r-cdcral W.iter Pollution Control Ac t d~ c1mcnded (33 U.S.C 1251 1387) V,oli!tlons must he r,~poned to the Feder,1 I awarding ,1,::ency and th,:, Rrr,1ona l Office of the l:nv lronrnental Proteruon Agency (EPA) (H) Debarment and Suspen si on (Exl!cullve Orders 1 2549 and 12689)-A contr.ict c1wa,d (~er 2 CFR 180 220) must not be made to parties listed on the government w ide e)(c lusions in the System for Award Management (SAM), in accordance with thr 0MB gu 1drhncs at 2 CHl 180 that imµten 1ent Exe cutive Ord ,:,rs 12549 (:I CFR part 198b Como , p. lR9) and 12689 (3 CFR part 1989 Comp., p , 235), • Debarment and Suspension." SAM Exclusions contains the names of parties df•b,1rrrod, suspt•nded, 01 otherw ise exclud•~d by .ieenc1l'\ . .is well a~ µartil•~ dPdarl'd 1npt1r,ible urrdrr ~tdlutory o, regulatory authority other than Executive Order 12549. (I) Byrd Anti-Lobbying Amendment (31 USC. 1352}-Contractors that apply or b id for an award Pxc~edlng $100,000 must file the required ccrllfication. ~ach l ier certifies to the tier above Hial 11 will nol ana has not u~cd ~cdcral apprnpriated funds to pay any person or organization ior influencing or attempting to ,nfluence an officer or employee i ! Passport passportinc.com rfD@Passaortlnc com 2020 Passport Labs, Inc 144 of 166 ■1 1. 142 of any agency, a member of Congress, officer or employee of Congress. or an employee of a member of Congress In co nnclllon with obtaining any fcdcr<1I contr,1ct. flr,mt or <1ny other awa1d rovcrrd by 31 U 5 C 1 ~52 . Each tin mu~t al\c, d 1~c tosc Jny lobbying with non Fcdrral funds that takrs plat<' 1n conncct1on with obtainmg ,1ny Feder,11 award. Such d isc losure~ are forwarded rrom tier to tier up to the non-Federal award RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds arc exp en ded by Part1c1pJt1ng Agency for any contract resulting from this procurement process . offerer certifies that it will comply with the record retention requireme nts detailed in 2 CfR § 200 .333 . The offerer fi.Jrthcr ccrtific~ that offeror w,11 reta 111 all rl'cord~ as r equ ired by 2 er R § 200 333 o r a period or three years alter p,r,,nrees or suhg rantrPs submit fina l expendit ure r cpo rt~ or quarterly or ann u,1 I f inancial report s, as app li cable, ann all other pc11di111l mailer~ arc dosed CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT Whcri Part1c1p ,1tinr, AgcnL-y l'~pc nds fodcr al fu nd~ fo r anv con tra ct rcsull111 g from t hi , proc ureri ll'nl ororrs~. oHcror cert 1fies that It will comply with the mandatory standard s and poli ci es rplatlng to energy effi ciency wh ich are conta ined in 11 ,c state cnC'rgy conservation plJ 11 1s~uc d 111 co,n phdn (e with the E:nc rgy Po li cy ,md Conscrva 1 1on Act (4 2 U S.C 6321 et seq .. 49 CF R. Part 18) CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS To thP extPnt purchases are made with Federal Highway Admlnlstra t1 on, Federal Railroad Administration, or FPdera l Tra n sit Adrr11mst r.i llon fu nd s, otrcror certifies thdt its prodi.J tt~ to mply w1U1 dll dpphcablc prov1s1011s of till' Buy Am c 11 ca Act and ,1p,rces to provide such r ert1f ,cat,on or applicable waiver w ,th respect lo specif ic products to ,1ny P.ullcipat ,np, Agency upon request . Purc hase ~ made in accordan ce w ,th the Buy America Act must still follow the dpplicablc procurement ri.Jl es calling for fre £! and op t'n comp£!l 1t1on i! Passport passportinc.com cfp@oassoortfoc com 2020 Passport Labs, Inc Khrist1an Guher rez . CAO 1 1110,2020 145 of 166 ■1 1. 143 Required Clauses for Federal Assistance by FTA Required Clauses for Federal Assistance provided by FTA ACCESS TO RECORDS AND REPORTS Conrractor agrees to : a) Ma_1n_t~_i_l) all lmoks, records, accounts 3nd reports required under this Contract for a period of not le ss lhan three (3) years after the date of lerminatlon or exp iration of th is Contract or any extens ;ons thereof exc ept ,n the PVPnt of hl rgat,on or settlement of Ll arm\ arising from the pC'rformance of this Contrart, in which case Contractor agrees to n1aintaln same until Public Agency, the FT A Administrator, the Comptroller Gener JI, or .inv of their duly JUthor11ed rnpn1~cnt.ilives, h.1vc disposed of dll sud1 I tigatIon , appeals, claims or Pxreptlon~ related the reto. b) l'crmit any of the lorcgomg parhcs to mspe(( all work, matc·rials, pilyrolls , and other data and records w ith regard to the Project. and to audit the books , records , and accounts with regard to the Proi ect and to reproduce by ,my rne.ms whatsol!vl!r or to copy exce rpt~ ,mcJ tr,m;cnµho n~ a~ rca~onably nP.e1fod for the purpose of audit and examinat,on f-IA dOPS nor requ,re the mclusion of r/Jese requirements of llrticle 1 0 1 ,n subrontrocrs Reference 49 CFR 18 39 /i}( 11} i! Passport CIVIL RIGHTS/ TITLE VI REQUIREMENTS 1) Non•discrim1nat,on In accordance with Title VI of the Civil Rights Act of 1964, as amendPd 42 U.5 C § 2000d, Sect ion 303 of the Age Discrimin.ition Act of 197S, JS amended 42 U.S C § 6102, Section 202 ol t he Americans with Olsab ,llties Act of 1990, as ampnc:fed, 42 U.S.C. § 12132, and Federal Transh law at 49 U.5 C. § 5332, Contractor or su bcontraclo1 dgrees thJt it will not d1strim1nate ar,ain~t any employee or .ipplican t l o, en1ploymellt becausP of race, color, creed, national origin, sex, marital status age, or di ~abllltY In add1tiol'I , Contractor afirc,cs to complv with applicable Federal implementing regulations and other impterncntrng reo11irements FTA may issue. 2) Eyual Ernulovrr u~nl Opuorlunily The following Equal Emp loymen t Qµµortunily requ,rim11ml ~ .i1,1,1lv lo t hi~ Contract: a. Race , Color, CrePd , Nat ional Orig in, Sex. In accordanre with T1tlp VII of the Civil Ri1Jhts Ar.t, as amPnded, 42 U.S.C. § 2000c . and I cdcral lransit Law at 49 U S.C. § 5332, the ContrJctor dgrecs lo comply with all .i pplrcablc Equal E:mp loymcnt Opportunity requirements of U.S . Drpt of Labor regulations, "Office of Federal Contract Comp li ance Programs , Equal Employment Opportunity, Department of Labor, 41 CFR , Parts 60 et se q., and with any appl<cable Feder al statulls, 1?xec1.11ive orders, rer,u lation~, and Feder.ii policies that may in the future affect construction act ivities undertaken In the course of this Pro ject Contractor .:igrC'l'S to take aff1rmativl' action to ensure that applicant!. arC' l'mployed , and th.:it employl'l!~ are treated during employment, without regard to their race, color, creed, nat ional origin , sex, marita l status, or age Su ch iltt,on shall 1ndudc, but not he l1mi1ed to, the lollnwing · employment., upgr,1d1ng, demotion or transfer, recruitment or recruitment advert is ing. layoff or tPrminat1on, ratE's of pay or other forms of compensation; and scleL"t1on for training , including apprentrccshrp In add ,llon, Con tr actor acrees to comply with any Implementing requirements FTA may Issue . b ~.ll£ In accordance w ith t he Agr O•scrn mnat,on ,n Employmrnt Act (AOEA) of 1%7, a~ amended, 2!1 USC. Sections 621 through 634 , and Equal Employment Opportun ity Commission (EEOC) Implementing ,egul.it,ons, "Age D,sc nm1nat 1011 in mploynicnt Al l", 29 CFR P.irt 1625, proh11J ;1 employment discrim ination by Contractor against Ind ividuals on the basis of age , including present and prospective passportrnc.com rtR@Ail$$9Prttn,ccm 2020 Passport Labs, Inc 146 of 166 ■1 1. 144 employees. In addition, Contractor agrees to comply with any implementing requirements FTA may ISSUC - c 01~ahilit1es In accordance with Sect ion 102 of the Americans with Oi~abiht1e~ Act of 19q(), as amendPd IAOA), 4] U ~-C Sect ions 12101 et S<'Q. prot 11ll1t s d1sc rimin.:,tion against quahlled 1nd1v1duals with disab1hties in programs, act1vIt1Ps, and se,n,,ces, and imposes spec,f 1c requirement \ on publir and pri vat e entities Contractor ilgrees thilt it w ill comply w ith the requir ements of the Equal Employment Opportunity Comm1won (HOC), "Regulations to Impl ement lhl' ~qual Employme nt J>rov1 s1ons of th e Americans with Disabilities Act" 29 CFR, Part 1630, pertaining to employment of persons with d1sab1htu?s and with their respons1b1ht1e~ und er 11tl ('S I through V of thc> ADA In M1pIoyml'nt, public services, public accommodations. te lecommunications, and other provisions. d ;iL'l!ICg<1IL'd Fac,ht1es . Contr,ictor certifie s th,it then company does not and will not ma,n 1.1i 11 o r pr ov ,dc for their employees any segregated faci l1 t 1es at any of their establishments, and that they do not and w,11 not p,mni t then e111ployees to perform t lu:,r ~e rvI cc ~ J l any lorallo n under th l' Contr :1t tor's tonlrol where segregated faciht 1es are ma tnta ,ncd . As use d in this ccrtificat ,on the term "seg rr.gatcd fac1 l1t1es ' means any w ait,n11 ro o ms, work area s, re strooms and washrooms, res taurants and other eat ing areas , parki nr, lots, d rmk ,ng fountam ~. ,ecll!ation or ent l'rtamment arl!as lr,m~porta t ,on, amt housine faul1t , • provided for emp loyees which are segregated by explicit directive or are In fact segregated on the basis of race, color. rel 1g10 n or nalio nal ung,n bc.-a u~e o f habit, local cus tom, n r otherwise Cnnt ra ctor agr ee s that a breach of this cert 1f1cation will be a violation of th is Civil Rights clause 31 Solic 1tJtions fo r Subcontr acts. lncludmg Procu rl!m ents of Material s and Equipment In all sol,cit,ltlons. either by competitive bidding or negotiation. made by Contractor fo r work to be performed under a sutJconlr act, ,n clu dn1,i prowrcrncnts of rn atcna ls or leases of cq u,p111cnt. c.ich potential subcontractor or ~upplil'r shall be notifil'd by Contr,1 r to r of Co ntm ctor·~ obliganons 1mder t his Contr;ict and thr-regu lations rclat ,vc 10 non -discrimination on the grounds of rac e color cre ed, sex. d is ability, age or natmMI origin 4) Sanctions of Non-Com pliance In the event of Cont ractor"s non-compli ance with the non-d1scrim1nat1on provis ions ot this Contract, Public Agency shall impose such Contract sanctions as it or the FTA may tletcrm•nl' to he appropria te including, but not lnmte d to 1) W1 thh ol d1n,:: of payment s to Contractor under the Contract until Contracto r complies , and/or: 2) Canc ellation, term ination or sus pension of the Contract, in w holP. or 111 part Contractor agrees ro include the requ,rements of this c/ouse in each subcontract financed in whole or in port with Federol ass rs tancP µwvirled b y F r A mod1ii•·d only,{ necP_"arv ta rd e1111fy tl,e offec:tl'd µa r tiP s DISADVANTAGED BUSINESS PARTICIPATION rh1~ Cont ra □,., subJ('ct l o the rPquirl'rnl'nt s of l ,ti c> 49 , Code or Fed 1a>ral Regul auon ~. Part 26 "Purt,npnt,011 /Jy D1sadvontaged Business Enterprises in Deportment of Transportation Financial Assistance Programs•, therefore, It ,s the pol,ty or the Depdrtmenl of T ra11 sµortat 1o n (001) lo t-11 sure tl •dl 0 1,ddVdl\lJged llus,ne)s Ent erprises (DBEs). as def,nt-d ir1 49 CFR Part 26 . have an equal opp ortunity 10 receive and pa rtic ipate in the performance of DOT-assisted contracts i! Passport l I Non D1~cr1 minat1o n A~sur ancP~. Cont r ac t or o, su bco nlr ,1c to, sha ll not d1su1m111 ~tc on the ba~is of race, color, nat ional orig in, or sex In the performance ot this Contract. Contractor shalt carry out all applic.-i blerrqutr1crnrn ts of 41J CFR Part l b 111 tlie aw il rd ;111d administration of D01 ass,ste-d contrc1cls h1ihm by Contractor to carry out th£>-5P requiremPnts Is a material breach of this Contract, which may rr.sult in the termination of this Cont r act or other such remedy as public agency deems appropriate . Each su bcontra ct Contractor s,gn~ with a \ubcont,~ctor rnu\t 111clude the a~~uranu~ 1n this pa,agraph (See 49 CFR 25 13 (b)) passportinc.com rfo@oassoontnc com 2020 Passport Labs, Inc 147ofl66 •1 1. 145 Z) Prompt Payment. Contractor 1s required to pay each subcontractor performing Work under this prime Contract for sat1slactory pe rformance of tha t work no later than thirty 130) day~ after Contrnctor's receipt o l payment for that Worf< from public agency In addition, Contractor 1s required to rC'turn any rcta ,nar,C' payments to those subcontr ~ctor~ 111 1thrn thirty (30) days after the ~ubcontractor's wor~ related to th s Contract 1s sat1sfoctor1ly co m ple ted and any lic-ns have been sc-cured Any del,1y or postponc,mcnt or payment from the above time frames may occur on ly for good cause following wrinen approval of pub l c ,1genc.-y. This cidusc applt e~ lo both DBE an d non DBE subconlraclors Contractor must promptly nollfy public agency whenever a UBl subcontractor perforrrn ng Work related to this C.ontract 1s termrnated or fa ils to compl•'tl' its Work, and mu~t m;ikr good lalth eflorts to rngilgl' anoth,•r DBE ,ubconlr,1ctor to pcrlorm ;11 least the same amount of work. Contractor may not terminate any DBE subcontractor and perform that Work through its own forces or ttlose of an a1t1 11atc, without prior written consent of public agency 31 DBE Pro.c.@_m . In connect ,on with the performance of this Contract, Col'ltractor will cooperate with pub hc dr,ency in meetin111t~ commitments and fl0als to ensure that DBEs shall have the maximum prJcticable opportunity to compet e fo r ~uh<.ontract w ar~. regardlPss of whether a cont ract goa l 1~ set for this Contract Contractor agrees to use good fa ith efforts to carry out a policy In the award of Its subcontracts. agent agret'ments, al'ld procurement contracls wh,ch will, to the fullest ext ent, u ltlilc DBf s consi~tent w ,th !he efficient performance of the Cont r <1 ct. ENERGY CONSERVATION REQUIREMENTS Contractor agrees to comply w ith mandatory standards and policies re lating to energy effic iency which are contained in the SIJtc cncrey cnnse,v,Hion plan s 1\s m•d u11 df'r lh1• Eni,rr,y PoliLy and Conservdt1011 Acl, as am er,dPd , 42 IJ S.C Sections 6321 et seq. and 4 l CFR Part 301-10 . ~EDERAL CHANGES Contractor shall at all times comp ly with all applicable FT A reculatlons, policies. procedures and d irectives, lnclud1nc without l1n11lation thoH· listed rl 11<!Ctly or IJy 1Pfrrenc1.• rn thP rontracl between 11ublir ,1genry a'ld thr• FTA, ,1s they may be amended or promulgated from time to t ime during the term of th,s contract Contra ctor's fai lure to so comply shall co nst1lulC' ii mut c n.il brcJch of this Cantrall INCORPORATION OF FEDERAL TRANSIT ADMINISTRATION (FTA) TERMS lhl' provrs1ons in clud e, rn part, cutarn ~tand,1111 Ter m ~ Jnd Con d1 t1o ri~ requ1rt >d by the U.S DP.pJrtmcnt of Transportation (DOTI , whether or not express ly set forth in the preceding Contract provisions . All contractual provisions rt:'quired by th e DOT. as set forth ,n the most cu11cnt HA Lircu l1 r 4220 1F dated Nov ember 1, }008, .i re hereby Incorporated by reference. Anything t o t he contrary herein notwithstanding , all FTA mandated terms shall be deemed t o control in tl1e event o f a conflict w,th oth1:r provi sions tontained III t111s Con t rac Contra cl o r .-iwce ~ no t to oerform any act, fall to pPrform any act. or refusP to comply wit h any public agency requests that would cause publi< agen<v to be m v1olat on of the rTA terms and condlt 1um NO FEDERAL GOVERNMENT OBLIGATIONS TO THIRD PARTIES Agency and Contractor 11 cknowlcdge and agree that. ab,cnt the Federal Government's ex pres~ wrillcn col'lsenl and notwithstanding arw concurrence by the Federal Government 1n or approval of the solicitation or award of the underlying Contract, the Federal Governmenr is not a p.irtv to this Contract and shall not he sub 1ect to any obligation5 o r liab1ht1es to agenc:v, Contractor, or any othPr party (whpther or not a party to that contract) pena lni ng to any matter resultrng from the underlying Contract i! Passport passportinc.com rfp@oossgoo fnc,ccm 2020 Passport Labs, Inc 148 of 166 ■1 1. 146 Contractor agrees ro include the above clause in each sub.::ontracr f inanced In whole or in port with federal assistance f)rov,dcd by t/it· r-rA II ,., furtlwr ogrt•cd that tl,e duu~e shull 11ot be mod1{1ecJ, cxupt IO 11Jent1/y t/11' subrn11twc t or wlio w,11 br ~ubJc ct tn ,ts prov,s,nns. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS Contractor acknowlPdges that the provisions of thP Program Fraud Civil RP.mPdies Act of 1986, a~ amended , 31 U S.C §§ 3801 et seq. and US DOT rep,ulatlons, "Prop,ram ~mud c.,111I Remed1,~s," 49 CFR Part :n , apptv to its acti o ns pertaan mg to th is Contr.,rt Upon exPrution of the underlying Contrart Contr,,r:tor cNtifies or affirms th e truthfu lne ss and arcu ra cy of any statcmcn l 11 hc1s made, 11 m.ikes, it mdy rnake. or caus es to me made, pcrtammg to the underlying Contrdct or the ~ r A ass istc>d proJecr for which this Contract Work Is b<'mg performed. In atldilion to other pcnallie~ thc1l may be applkable . Conlraclor further acknowledge; thdt 11 1\ rnc1kc~. or Lcluscs to be made, a false, fic t itiOt JS, or fraudulent claim, statement, submission, o r cert1f,cat io n, t he Federal Govern ment re serves t he right to lmpo~e t he penalties of the Program Fraud Civil Remedies Act of 1986 on Contractor to the extent the Federa l Government deem \ appropriate Contractor also acknowledges that If It make:;, or causes to me made, a false , flct ,t ious. or fraudulent claim, statement, submission , or ce ru f1<at1 o n to t h<' Ft'dcral Government undrr ;i contract ronnrct ed wi t h ii proJert th,1t Is fm;incPd an whol e or in part with Federal assistance orig inally awarded by FTA under the authority of 49 U.S.C. § 5307, the Government reserves the right to Impose the penaltie s of 18 U.S.C. § 1001 and 49 U S.C. § 5307 (nl(l ) on the Contractor, lo the exten t the Federal Government de ems appropriate. Contrortor ogrees to include tl,e ubov,· cluus,·s in euch subcor,troc I Jir,unred ;n wh ole or in port wit/1 Fede111 I c,ss,stcmu• provJded by F7A It 15 furthn agreed that the clousei shall not be modified, exrPpt t o 1dent1fy the sub cootm ctor who w,/1 be ,ubJcct to the p,011/sions . i ! Passport passportInc.com rf P@Passoortlnc,cgrn 2020 Passport Labs, Inc Khnsl1an Glll1erre2 CAO 11 10/2020 149 of 166 ■1 1. 147 State Notice Addendum State Notice Addendum The National Cooperative Purchasing Alliance (NCPA), on behalf of NCPA and its current and potential participants to includr ;ill county, city, special district, local govcrnmrnt, ~chool dist rict, privJlc K 12 school, highe r rducat ,on Institution, state, tribal government, other government agency, healthcare organization, nonprofit organization and all other Public Ar,encIes located nat1onJlly in all fifty states. issues tl1is Request for Proposal (RFP) lo result in J national contract. For your relercnw, the link!. below include ~omc, but not all, of the cml1lies mc ludt•d in thi$ propo~J I· hrrn ://ww w,usuov/Agencies/State and Terr ltorics .shtn,1 hltps.//www u~,1 .r,ov/loc~ governmPnt~ i ! Passport IREUWED I passportinc.com ®@oassport ioc.com 2020 Passport Labs, Inc Khnsti a n Gutierrez . CAO 11/1012020 150 of 166 •1 1. 148 EXHIBIT "B" SUPPLEMENTAL TERMS City Obligations. City is responsible for all electronic data specific to City's operations that is not available to Vendor publicly or by other means and that City submits to the services ("City Data"), including its content and accuracy, and will comply with laws when using Vendor's services. City represents and warrants that it has made all disclosures, provided all notices, and obtained all rights, consents, and permissions necessary for Vendor to collect, access, use, disclose, transfer, transmit, store, host, or otherwise process the City Data as set forth in this Agreement without violating or infringing laws, third-party rights, or terms or policies that apply to the City Data. Protection of City Data. Vendor will maintain appropriate administrative, physical, and technical safeguards for protection of the security, confidentiality and integrity of City Data. Vendor will not access any City Data except to the extent necessary to provide the services and technical support, to enforce the provisions of this Agreement. PCI-DSS Information. Vendor acquires a license or sublicense to PCI-DSS Information from end users who share such information with Vendor in connection with their use of the services. Vendor will maintain PCI-DSS certification and secure PCI-DSS Information in accordance with PCI- DSS. As such, Vendor may not grant City derivative rights to such PCI-DSS Information and Vendor shall not be required to disclose such PCI-DSS Information to City. "PCI-DSS Information" consists of the following items, each as defined by the then-current Payment Card Industry Data Security Standards ("PCI-DSS"): Account Data, Cardholder Data, Primary Account Number, and Sensitive Authentication Data. Personally Identifiable Information. Vendor collects and uses Personally Identifiable Information ("PII") in accordance with its Privacy Policy and complies in all material respects with applicable law governing the use and security of PII. PII means any representation of information that permits the identity of an individual to whom the information applies to be reasonably determined or inferred by either direct or indirect means. PII includes name, address, social security number, driver's license number, telephone number, or email address, and may include other data elements such as gender, race, birth date, and geographic indicator (i.e., zip code or postal code), if they can be used in conjunction with other data elements to indirectly identify individuals. The Parties agree that the license plate of an automobile or any other private or commercial vehicle does not, by itself, constitute PII, and that PII does not include Aggregated Data that reasonably prevent the identity of an individual to whom the information applies to be reasonably determined or inferred by either direct or indirect means. Usage Data; Aggregated Data. Vendor may process Usage Data and Aggregated Data for its internal business purposes to: (a) track use of the services for billing purposes; (b) provide support for the services; ( c) monitor the performance and stability of the services; ( d) prevent or address technical issues with the services; ( e) improve the services and to develop new products and services; and (f) for all other lawful business practices, such as analytics, benchmarking, and reports. Any Aggregated Data will not (i) include PII or PCI-DSS Information; (ii) identify end users; (iii) be disclosed in a manner that would permit a third party to determine an end user's identity; or (iv) disclose City's Confidential Information. 151 of 166 Third-Party Applications. The services may require City to use Third-Party Applications depending on City's operations and configuration of the services. Third-Party Applications are subject to City's agreements with the relevant provider and not this Agreement. Vendor does not control and has no liability for Third-Party Applications, including their security, functionality, operation, availability, or interoperability with the services or how the Third-Party Applications or their providers use City Data. By enabling a Third-Party Application to interact with the services, City authorizes Vendor to access and exchange City Data with such Third-Party Application on City's behalf. Once City Data is shared, transmitted, disclosed, or otherwise provided to the Third- Party Application, Vendor will have no responsibility or liability for such City Data. Third-Party Software. The services may be distributed or used with certain third-party open- source software ("Third Party Software"), as specified by Vendor upon prior written request by City. Any use of Third-Party Software on a stand-alone basis will be subject to the terms of the applicable Third-Party Software license and not this Agreement. For the avoidance of doubt, to the extent the terms of such open-source licenses applicable to Third Party Software prohibit any of the restrictions in this Agreement, such restrictions will not apply to such Third-Party Software. To the extent the terms of open-source licenses applicable to Third-Party Software require Vendor to make an offer to provide source code or related information in connection with the Third-Party Software, such offer is made. Intellectual Property Ownership. Except as expressly provided in this Agreement, as between the parties, City retains all intellectual property rights and other rights in City Data. Except as expressly provided in this Agreement, Vendor and its licensors retain all intellectual property rights and other rights in the services, Aggregated Data, and Usage Data, including any modifications or improvements made to any of the foregoing. If City or any of its users provide Vendor with feedback or suggestions relating to the services ("Feedback"), City hereby grants Vendor an unrestricted, perpetual, irrevocable, non-exclusive, fully-paid, royalty-free right and license to exploit the Feedback in any manner and for any purpose, including to improve the services and create other products and services. Vendor will have no obligation to provide City or its users with attribution or payment for any Feedback it provides to Vendor. Limitation of Liability. NOTHING IN THIS AGREEMENT LIMITS EITHER PARTY'S (I) LIABILITY FOR PERSONAL INJURY, DEATH OR WILLFUL MISCONDUCT, OR (II) LIABILITY THAT CANNOT BE LIMITED BY APPLICABLE LAW. IN NO EVENT WILL EITHER PARTY OR ITS AFFILIATES HA VE ANY LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT FOR ANY LOST PROFITS, REVENUES, GOODWILL, OR INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, COVER, BUSINESS INTERRUPTION OR PUNITIVE DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF A PARTY OR ITS AFFILIATES HA VE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES OR IF A PARTY'S OR ITS AFFILIATES' REMEDY OTHERWISE FAILS OF ITS ESSENTIAL PURPOSE. THE FOREGOING DISCLAIMER WILL NOT APPLY TO THE EXTENT PROHIBITED BYLAW. 152 of 166 Termination. Vendor may terminate this Agreement and all licenses granted hereunder upon notice to City in the event that City fails to make full payment when due of any amount required to be paid by City under this Agreement within ten (10) calendar days of City's written notice of such failure to pay; (ii) City may terminate this Agreement for any reason upon 30-days' prior written notice to Vendor; provided, however, that the City shall not be absolved of any outstanding payment obligations under the contract or any open order(s); and (iii) this Agreement may be terminated by either Party upon thirty (30) calendar days' prior written notice to the other Party in the event of a material breach of a material provision of this Agreement, provided, however, that the te1mination shall not be effective if, during the thirty (30) day notice period, or such other cure period as mutually agreed upon by the Parties, the breaching Party cures the breach. 153 of 166 EXHIBIT B VENDORS PRICE PROPOSAL Statement of Work City of South Miami, FL May 14, 2024 Disclaimer Project Overview Statement of Work Configurations Gateway and Merchant Processing Passport Parking Passport Parking Functionality Merchant Validations Back-Office Portal Passport Parking Signage and Decals Public Education and Marketing System Training Custom Configurations and Integrations Duncan CivicSmart Enforcement Integration Assumptions & Notes Project Change Control Acceptance Disclaimer This Statement of Work contains information that is proprietary and confidential to Passport Labs, Inc. ("Passport") and shall not be disclosed or used for any purpose other than the purposes described herein. Any other disclosure or use of this document, in whole or in part, without the permission of Passport is prohibited. Project Overview i! Passport CONFIDENTIAL AND PROPRIETARY . <O 2024 Passport. All rights reserved. 154 of 166 •1 1. Passport will provide the City of South Miami, FL ("Client") with its Passport Parking mobile parking payment application. During this project, Passport will perform architecture, design, implementation, and information transfer services for the project. Statement of Work Configurations Gateway and Merchant Processing Passport will utilize its existing Chase Orbital gateway integration, configured specifically with the Client's Chase Paymentech merchant processing credentials, to set up the Client's card processing service. The funds will flow through to the Client's Chase merchant account on a daily basis. The Client is responsible for paying all card processing fees to support the service. Passport will invoice the Client at the end of each month for the fees due to Passport. Passport Parking Passport Parking Functionality Passport will deliver its Passport Parking mobile parking applications to the Client. Passport Parking consists of native mobile applications built for Google Android and Apple iOS smartphones. Passport Parking is supported on the latest industry-recommended operating system versions . Passport Parking includes the following functionality : • Create a user account o Phone number, email address , name • Add and delete Vehicles (LPN) • Create and pay for parking sessions a Extend parking remotely o Receive session expiration alerts and notifications i! Passport CONFIDENTIAL AND PROPRIETARY. 10 2024 Passport. All rights reserved. 155of166 2 • Parking session reminder alerts are sent when the time remaining on the session drops below 10 minutes o Complete payment via major card networks credit and debit cards • View parking history and email receipts • Mobile-optimized website (mobile pay web or "MPW') to facilitate parking sessions via a mobile browser or desktop Merchant Validations The City and its local commerce partners may use Passport's merchant validation program to subsidize the cost of business patrons' parking fees. Merchant validation capabilities include : • Validation type and amount configuration • One-time use validations • Multi-use validations Back-Office Portal Passport will deliver its back-office administration and data insights portal that will allow the Client to make financial and operational decisions . Back-office portal capabilities include : • Secured Access with user specific login credentials and custom privileges per user o There is not a cap on the number of users that can be setup • Streamlined user interface • Robust Reporting • Real-time analytics of existing sessions • Zone management Passport Parking Signage and Decals Passport recommends the following for metered areas : Signage • 1 sign per 10 spaces for parking lot/garage environments • 1 sign per 5 spaces for on-street parking environments i! Passport CONFIDENTIAL AND PROPRIETARY. It> 2024 Passport. All rights reserved . 156 of 166 3 Decals • 1 decal per single space meter • 3 decals for each multispace meter o 1 decal on each side of the meter o 1 decal on the payment side of the meter. Passport recommends the following for non-metered, mobile payment only areas: • 1 sign per 5 spaces for parking lot/garage environments • 1 sign per 3 spaces for on-street parking environments The recommended minimum amount of signage and decals above will be provided by Passport at no charge at launch; any additional or replacement signs or decals will be at the Client's cost. The Client is solely responsible for installation . Signage and decal installation must be completed by the Client by the date of the announcement of the launch . No credit will be issued for unused signs or decals. The Client understands that sufficient and adequate signage and decals are a core assumption to the performance of the service, and should the quality or coverage of such signage and decals degrade, the Client is responsible for notifying Passport so that this can be resolved; any additional or replacement signs or decals will be at the Client's cost. Signage materials are as follows : The Passport parking signs are KomaAlu with Avery Cast Laminate with UV Protection and 6-year outdoor durability. The Passport parking decals are Avery Cast Laminate with UV protection, permanent adhesive vinyl for outdoor use with 6-year outdoor durability. Any extra costs incurred due to changes in signage material will be covered by the Client. Passport has developed Passport Parking signage and decal design templates , which are tested regularly to optimize program performance. Any signage produced by Passport must adhere to Passport's sign design methodology and cannot be modified without written approval from an authorized representative of Passport. A logo of the Client's brand can be included on signage as long as such is provided to Passport with proper authorization in advance of production of signage . i! Passport CONFIDENTIAL AND PROPRIETARY. It> 2024 Passport. All r ights reserved. 157ofl66 4 It takes one to two weeks to design signs and decals and up to an additional three to four weeks for the signs and decals to be printed and shipped, assuming timely review and approval by the Client. The Client may purchase additional signs and decals from Passport. Where signage or decals are provided to the Client at a discount to its actual production and ongoing maintenance cost, any customization that the client requests will be chargeable at a rate of $175/hour and such customizations are subject to approval by an authorized representative of Passport. The Client's Passport Lifecycle Marketing Manager will work closely with the Client to design the signage and decals files. A first round of the design files will be provided by Passport to the Client for the Client's review and feedback. The Client's Passport Lifecycle Marketing Manager will provide suggestions and best practices for quantity and placement of signs and decals throughout the Client. After that meeting, the Client's Passport Lifecycle Marketing Manager will consult with the Client to understand its needs and wants for the new signage. Public Education and Marketing In addition to signage and decals, Passport will provide the Client with the following items to support marketing and public education initiatives of the Passport Parking application: • Signage and Decals o Best Practice Guide • Public Relations o Press Release (posted on website and social media) o Press Kit • Print Marketing o Design File for How to Flier (3 "x5") o Design File for Benefit Poster (8 .5"x11 ") • Digital Marketing o Client Website Content & Consultation o Website & Social Media Banners o Standard How-to Video • Ongoing Support o Dedicated Client Lifecycle Marketing Manager i! Passport CONFIDENTIAL AND PROPRIETARY. C) 2024 Passport. All rights reserved. 158 of 166 5 System Training Once a majority of the project milestones have been completed and the target launch date is confirmed, Passport will work with the Client to set-up the remote web-based training plan . Passport will assist the Client with determining who should be involved in the training sessions and when they should occur from a scheduling perspective around the target go-live date. Passport will host a training session with any Client employees who will interact with the Passport Operating System and Mobile Payment Application. Passport recommends that all parking staff, Client accountants, and enforcement managers be present for training. Passport will work with the Client if additional training sessions are required . All training is done via a "Train the Trainer" method, equipping each person present with the tools and knowledge to train their teams now and in the future. Custom Configurations and Integrations Duncan CivicSmart Enforcement Integration Passport will provide its APl-based integration with Duncan CivicSmart for monitoring and enforcement purposes. Passport will push mobile paid parking sessions to Duncan CivicSmart. Duncan will need to provide the following credentials to Passport so that the integration can be configured: • CustomerlD • Prod URL Passport understands that the Client is planning to change enforcement providers in the future . Passport will provide the selected vendor with its public API integration documentation for the purpose of building an integration to monitor Passport Parking mobile payment parking sessions . Passport will provide integration testing support to the selected vendor as they integrate into Passport's system but will not be responsible for building the integration. As such, Passport can not guarantee a timeline for when this integration will be completed. If the selected vendor is unable to build to Passport's public API the integration will need to be rescoped. i ! Passport CONFIDENTIAL ANO PROPRIETARY. © 2024 Passport. All rights reserved. 159 of 166 6 The Client understands that for this integration to be built, the selected vendor must sign a Non-Disclosure Agreement (NOA) in order for Passport to provide API documentation. Assumptions & Notes While performing these services, Passport will rely upon the concerted engagement, direction, authorization , approvals or other information provided by the Client's primary stakeholder and technical teams . The Client's Project Manager and respective team will be responsible for contributing to and reviewing Weekly Status Reports and reporting Project issues . Additional Client responsibilities include : • Providing operational information in a timely manner. • Providing a list of stakeholders for preliminary implementation • Making a good faith effort to facilitate the continued progress of the implementation. • Perform user acceptance testing to confirm the accuracy of configured attributes in the system • Provide written approval on each aspect of the system Deliverables or activities not specifically identified as in scope throughout this document are by definition out of scope, unless accompanied by an approved Scope Change Order. Project Change Control Changes may be required to manage unanticipated or new information that may arise during the course of the implementation and delivery of this solution that impacts an existing (or creates a new) deliverable, restriction, milestone, or dependency. This Project Change Control process is meant to enforce a process to ensure changes are tracked and approved appropriately throughout the project. Process • A Passport representative will complete a Scoping Change Order form describing the exchange to be evaluated. i ! Passport CONFIDENTIAL AND PROPRIETARY. ~ 2024 Passport. All rights reserved. 160 of 166 7 • Passport will perform an impact assessment (cost, schedule, risk, etc) and provide a recommendation for how to achieve the Client's objectives in the context of the latest information . • The Client will decide whether or not to proceed with Passport 's recommendation or to suggest an alternative approach. • If the Change Request is approved by the Client and returned back upon full execution , then the Change Request document will be incorporated as part of the Statement of Work. Timeline Effects • Upon approval by all parties, the impact assessment associated with such change request shall augment any prior commitments or estimates of timeline and pricing in this Statement of Work, which shall no longer apply. Passport will use commercially reasonable efforts to maintain the timeline and cost associated with this Statement of Work, augmented by any and all Change Request(s) approved by all parties . i! Passport CONFIDENTIAL AND PROPRIETARY. «> 2024 Passport. All rights reserved. 161 of 166 8 Acceptance Please indicate your acceptance of this Statement of Work by signing below. Both Parties must approve any changes to this Statement of Work in writing . These changes may result in additional costs. Client Authorized Name: Title: Signature: Date: Passport Labs, Inc. 128 S. Tryon St. Suite 2200 Charlotte, NC 28202 Authorized Name : Title : Signature: Date : i ! Passport CONFIDENTIAL AND PROPRIETARY. ID 2024 Passport. All rights reserved. 162 of 166 9 ORDER FORM This Order Form (the "Order Form"), effective as of ________ , is being entered into by and between Passport Labs, Inc. and the City of South Miami, FL ("Customer'') pursuant and subject to the Agreement (the "Agreement") entered into by the Parties as of ________ . Upon execution, this Order Form shall be incorporated by reference in and subject to the Agreement. Capitalized terms used but not defined herein shall have the same meanings as set forth in the Agreement. I. SUMMARY OF THE PRODUCTS AND SERVICES This Order Form, together with any Product Specific Terms attached hereto and made a part hereof in Schedule 1 and the SOW attached hereto and made a part hereof as Schedule 2, contains the terms and conditions applicable to the Products and related services purchased pursuant to the Agreement. PRODUCTS AND SERVICES Mobile Payment for Parking Platform ("MPP") X II. FEES A. Fees. The fees are as follows: Products and Services Fee(s) Fee Type(s) Mobile Payment for Parking ("MPP"): Per Transaction MPP Service and License Fee $0.35 Per Session Ill. BILLING INFORMATION Billing Contact Name: Alfredo Riverol Billing Email Address: ARiverol@southmiamifl.gov Billing Address: 6130 Sunset Drive South Miami, Florida 33143 IN WITNESS WHEREOF, Passport and Customer have each caused this Order Form to be executed by its duly authorized representatives. City of South Miami, FL Passport Labs, Inc. By: By: Name: Name: Title: Title: Date: Date: 163 of 166 SCHEDULE 1 1. MOBILE PAYMENT FOR PARKING Services: Passport will provide services and license software, including all web and mobile applications and related documentation necessary for Customer to operate a mobile payment for parking program ("MPP") which allows all parking customers in any parking facilities owned or managed by Customer (the "Premises") the ability to pay for parking using a smartphone application or mobile web application. Equipment: Passport will provide Customer an initial quantity of signs and decals consistent with Passport's marketing best practices at no charge to support the implementation of the MPP. Customer will be solely responsible for installing all signs and decals in the Premises. Additional signs and decals shall be charged at Passport's then-prevailing unit prices. Passport will provide a design file to allow Customer to print replacement signs and decals at no charge. Ancillary Fees: a) Customer will pay a ten dollar ($10) administrative fee in addition to sign and shipping costs per sign for any additional or replacement signs purchased through Passport. b) Customer will pay a one dollar ($1) administrative fee in addition to decal and shipping costs per decal for any additional or replacement decals purchased through Passport. Third Party Providers: In order to expand the management data available to Customer and to improve access and the user experience for a broader group of individuals wishing to pay for parking and engage in related transactions via channels other than the MPP provided by Passport, Passport may, at its option, allow the use of third-party provider's (each a "Third Party Provider") interfaces for initiating parking transactions or to enhance the mobility experience, including any and all possible methods available to parkers to request the right to access and occupy a parking space or otherwise-denominated curb space for any period of time (in accordance with Customer's applicable rates, rules, ordinances, and regulations). Such interfaces will include, but not be limited to, in-dash vehicle systems, navigation systems (whether in-dash or smartphone-based}, business intelligence solutions, and mobile payments for parking applications other than Passport's MPP (each an "Interface"). Should Passport exercise this option, such Third Party Provider(s) shall contract directly with Passport to establish the integrations necessary for Passport to facilitate all mobile payments for parking sessions and related transactions for the Third Party Provider(s) and its end users. The term "facilitate" includes, but is not limited to: (a) all tasks related to parking rights management, including the calculation of parking session prices, (b) the management of rates, rules, and restrictions and zones, spaces, or other units of parking or curbside inventory; (c) transactional reporting; (d) tasks related to transmission of parking rights data to parking enforcement systems and any data processing systems; (e) tasks related to refund issuance, parking rule management, reconciliation of funds, invoicing, and other administrative functions; and (f) all back-office management interfacing necessary to manage the foregoing and all other tasks necessary or desirable for Passport to effectively manage the issuance and processing of parking rights on behalf of City (the "Shared Services"). For parking transactions initiated via a Third Party Provider's Interface, payment processing must be conducted by Passport. Notwithstanding anything to the contrary in the Agreement, Passport may share Operational Data with Third Party Providers to the extent necessary to enable the Shared Services. Customer acknowledges and agrees that a Third Party Provider may configure and control the feature set of its own Interface so long as it is capable of performing the functions required to interact with Passport's platform and execute parking transactions as designated in the scope of work. Customer further acknowledges and agrees that certain data received from Third Party Providers may be more limited than what Passport can provide to Customer as Customer's MPP provider and may need to be provided, if at all, on an aggregated and/or anonymized basis; Passport shall, however, use commercially reasonable efforts to supply such data as may be reasonably requested by Customer for its internal purposes. To utilize the Shared Services, each Third Party Provider will be required to integrate with application programming interface endpoints provided by Passport, which cannot be accessed or utilized by such Third Party Provider prior to the execution of a standalone contract with Passport governing the access, use, pricing, disclosure, and governance of the Shared Services consistent with the foregoing paragraphs and as otherwise determined by Passport in its sole discretion. 2 164 of 166 SCHEDULE 2 Statement of Work 165 of 166 3 E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the City of South Miami requires all Vendors doing business with the City to register with and use the E-V erify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity's participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e-verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining £-Verify affidavits from sub Vendors. ~ Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. ACKNOWLEDGMENT State of~ ~o~"T""' c ..... a..~c.:: ...... County of M.e.c.."' .... E..~<!>~cu.. The foregoing instrument was acknowledged before me by means of 3 physical presence or □ online notarization, this 28th day of M,,,.'i , 20'2."l, by '6~~~c;-n:~ C..,.::c:.e..('.,<&.E. -z.. (name of person) as C ~ o (type of authority) for ~ ,._,. s e ca <2.:r L..,e,$ 1 ::I;...c. (name of party on behalf of whom instrument is executed). RICHARD J HOLMES Notary Public, North Carolina Mecklenburg County My Commission Expires September 21, 2027 Personally known to me; or t2.:.-Q.:I lA f2.. Notary Public (Print, Stamp, or Type as Commissioned) Produced identification (Type of Identification: ____________ ) Did take an oath; or Did not take an oath ----' 166 of 166 5/28/24, 2:29 PM My Company Profile IE-Verify IE An official website of the United States government Here's how Y.OU know E-Verify My Company Profile Company Information Company Name Passport Labs, Inc. Company ID 851412 Employer Identification Number (EIN) 464987364 DUNS Number NAICS Code 541 Sub sector Professional, Scientific, and Technical Services Edit Company Information I Doing Business As (DBA) Name Passport Enrollment Date Feb 09, 2015 Unique Entity Identifier (UEI) Total Number of Employees 100 to 499 Sector Professional, Scientific, and Technical Services Menu_ https://everify.uscis.gov/account/company/profile 1/3 5/28/24, 2:29 PM Employer Category Employer Category None of these categories apply r Edit Employer Category Company Addresses Physical Address 128 S Tryon St 1000 Charlotte, NC 28202 Mailing Address Same as Physical Address Edit Company Addresses My Company Profile IE-Verify Hiring Sites Number of Sites 1 ( Edit Hiring Sites I Company Access and MOU My Company is configured to: Verify Its Own Employees Memorandum of Understanding View Current MOU U.S. Department of Homeland SecuritY. U.S. CitizenshiR and Immigration Services https://everif y .uscis .gov/account/company/profile 2/3 5/28124, 2:29 PM My Company Profile IE-Verify AccessibilitY. .e..lug:Jns Site Man https://cverify.uscis.gov/account/company/profile 313 7 • Pass ort National Cooperative Purchasing Alliance Integrated Parking Management System RFP No. 32-20 Due : November 19, 2020 @ 2PM For: NCPA From: Passport 128 South Tryon Street, Ste. 2200 Charlotte, North Carolina 28202 USA (704) 837-8066 passportinc.com I rfp@passportinc.com I 2020 Passport Labs, Inc. All Rights Reserved . 8 TABLE OF CONTENTS PAGE NO. COVER LETTER TAB 1: MASTER AGREEMENT/ SIGNATURE FORM TAB 2: NCPA ADMINISTRATION AGREEMENT TAB 3: VENDOR QUESTIONNAIRE TAB 4: VENDOR PROFILE TAB 5: PRODUCTS AND SERVICES Passport Parking User Experience Passport Parking User Interface Features Passport Parking Companion Site Passport Park i ng Account Management Administrator Requirements Other Technical Requirements Integration Marketing Customer Service Training Deployment Additional Integrated Services TAB 6 • REFERENCES TAB 7 • PRICING TAB 8 • VALUE ADDED PRODUCTS AND SERVICES Passport's Evolution to an Operating System Implementing An Open Ecosystem For Parking PASSPORT OPERATING SYSTEM On boarding Client Advocacy Passport Payments Rate Management Audit Capabilities Customer Service Dashboard Marketing & Signage Multi-Source Reporting Integrated Technology i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, In c 5 7 8 11 14 33 38 41 42 46 47 54 58 60 62 64 67 71 81 85 88 88 91 94 95 95 96 98 99 99 102 103 106 •1 I _ 3 9 PROJECT APPROACH Implementation Phase Breakdown Mitigating Risk RELEVANT EXPERIENCE Passport Enforcement PASSPORT IN THE NEWS TAB 9 • REQUIRED DOCUMENTS Clean Air and Water Act/ Debarment Notice Contractors Requirements Antitrust Certification Statements Required Clauses for Federal Funds Certification Required Clauses for Federal Assistance by FTA State Notice Addendum i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc 112 113 115 117 121 123 138 138 139 140 141 144 148 •1 I 4 10 COVER LETTE Passport Labs I nc. ("Passport"), is p leased to present a proposa l for NCPA's Integrated Parking Management System RFP . In light of the current crisis with COV ID-19 (coronavirus), Passport understands that a safe mobi lity operator is crucia l to ensuring the public hea lth of residents as they move throughout the city. As cities continue to al ign the i r operations with hea lth and safety guidel i nes, contactless payments have emerged as a tool to continue operations in a manner that is both safe and effective. In this context, It is important for cities to continue to be l nnovatfve with revenue sources, particu larly on something as widespread as mobi l ity. As the Nationa l Cooperative Purchasing All iance continues to seek to provide the best services for its members, Passport is dedicated to doing everyth i ng it can to support NCPA and will work with NCPA through this procurement process accordingly. Cities are mak i ng efforts to create a cohesive and inclusive transportation system that va l ue the importance of customer experience. Customer experience is integra l to how we design our techno logy because we understand that qua lity of residents' interactions with the curb directly trans lates to revenue for the city and ease of management. When residents have a great experience with mobi lity operations, they are more like ly to be compliant with the city's ru les and regu lations. A friction l ess experience that emphasizes comp l iance over enforcement will generate more revenue and positive customer experiences . The benefits of this comp liance transl ate to reducing congestion, enhancing mobi l ity equity, and improving overall qua l ity of movement within their city. Passport's so lution being proposed to NCPA is focused on generating pos itive customer experiences that w ill create an environment that encourages comp liance . Passport will create an opportunity for cities to efficient ly manage their streets and sidewa l ks, l imit operationa l comp lex ity, and prepare them for future innovation at the curb. Our team will deliver to these cities an open p latform that will provide res idents and vis itors with the most robust and st ream lined set of parking payment options avai l ab le in the market today. While many approach parking management with a one-size -fits -all so lution, we fully recognize that cities have unique needs that requ ire a tai l ored system to complete their operations . Passport is prepared to de l fver the next-generation of its parking techno l ogy and will specifically partner with cities to rea l ize the fo ll owing: • Increase on -street payment comp l iance and corresponding revenue share • Increase end user payment optiona lity and enab l e an improved customer experience • Data standardization and aggregat ion for on-street payments and enforcement • Conso l idate rate management with a singl e source of truth • Simp l ify and conso l idate payment reconciliation Passport Is committed to advancing socia l equity and through our partnership we will work to ach ieve those l isted action items. In order to accomplish this we use our industry leading open API platform to i ntegrate small bus iness customer facing providers and accessibil ity partners. Our aglle p latform removes any limitations for po l icy makers to deve lop and adopt innovative equity so l utions . Furthermore, we are committed to supporting local women and minority business enterprises. We be l ieve that loca l partnerships and strategic input from members of the community i1 Passport pass portinc.corn r[p@passaort1nc rorn 2020 Passport La bs, Inc •1 I 5 11 enhances our future partners' ability to develop policy they want rather than accommodating policy priorities around technological restrictions . Passport is a longstand ing and trusted partner of the National Cooperative Purchasing Alliance and has found great success through that partnership. Cities across the country have utilized this partnership to set their city in motion and create a more liveable , equitable community. The Passport Operating System equips cities with real time data from vehicle interactio ns to efficiently manage streets and sidewalks and make parking transactions easy and accessible to all citizens. Throug h this partnership, Passport is able to deliver streamlined management of mobility solutions through our Operat ing System to support city governments across the United States. A few of the cities that have leveraged Passport's partnership with NCPA in clude Albuquerque, NM , Grand Rapids , Ml , Lakeland , FL , and Rochester, NY. Passport has been committed to delivering parking techno logy and services to municipalities, universities, and private operators i n an effort to solve their parking enforcement, permitting, and payment challenges . Passport will continue to deliver its innovative technology to cities while creating value that increases positive customer experiences while also meeting healthy and safety standards . Accompanying, please find Passport's proposal for NCPA's Integrated Park i ng Management System RFP No . 32-20. For all concerns related to this bid: Kelsey Owens Director of Municipal Sales Te l: (704) 879-2760 ext: 113 Fax : (888) 804-1783 Ema ii : kelsey .owens@passpo rti nc. com As Chief Revenue Officer, I have full authority to enter into contracts on behalf of Passport. Passport has carefully reviewed the offer enclosed and is pleased to provide its proposal to NCPA. Sincerely, Khr!stian Gutierrez Chief Revenue Officer 128 S Tryon St. Suite 2200 Charlotte, NC 28202 khristian-rfp@passportinc.com (704) 837-8066 www.passportinc.com i1 Passport pass portinc.com rfo@passportinc com 2020 Pa ssport La bs, I nc ■1 I 6 Tab 1 – Master Agreement General Terms and Conditions ¨ Customer Support Ø The vendor shall provide timely and accurate technical advice and sales support. The vendor shall respond to such requests within one (1) working day after receipt of the request. ¨ Disclosures Ø Respondent affirms that he/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract. Ø The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other vendors in the award of this contract. ¨ Renewal of Contract Ø Unless otherwise stated, all contracts are for a period of three (3) years with an option to renew for up to two (2) additional one-year terms or any combination of time equally not more than 2 years if agreed to by Region 14 ESC and the vendor. ¨ Funding Out Clause Ø Any/all contracts exceeding one (1) year shall include a standard “funding out” clause. A contract for the acquisition, including lease, of real or personal property is a commitment of the entity’s current revenue only, provided the contract contains either or both of the following provisions: Ø Retains to the entity the continuing right to terminate the contract at the expiration of each budget period during the term of the contract and is conditioned on a best efforts attempt by the entity to obtain appropriate funds for payment of the contract. ¨ Shipments (if applicable) Ø The awarded vendor shall ship ordered products within seven (7) working days for goods available and within four (4) to six (6) weeks for specialty items after the receipt of the order unless modified. If a product cannot be shipped within that time, the awarded vendor shall notify the entity placing the order as to why the product has not shipped and shall provide an estimated shipping date. At this point the participating entity may cancel the order if estimated shipping time is not acceptable. ¨ Tax Exempt Status Ø Since this is a national contract, knowing the tax laws in each state is the sole responsibility of the vendor. 12 ¨ Payments Ø The entity using the contract will make payments directly to the awarded vendor or their affiliates (distributors/business partners/resellers) as long as written request and approval by NCPA is provided to the awarded vendor. ¨ Adding authorized distributors/dealers Ø Awarded vendors may submit a list of distributors/partners/resellers to sell under their contract throughout the life of the contract. Vendor must receive written approval from NCPA before such distributors/partners/resellers considered authorized. Ø Purchase orders and payment can only be made to awarded vendor or distributors/business partners/resellers previously approved by NCPA. Ø Pricing provided to members by added distributors or dealers must also be less than or equal to the pricing offered by the awarded contract holder. Ø All distributors/partners/resellers are required to abide by the Terms and Conditions of the vendor's agreement with NCPA. ¨ Pricing Ø All pricing submitted shall include the administrative fee to be remitted to NCPA by the awarded vendor. It is the awarded vendor’s responsibility to keep all pricing up to date and on file with NCPA. Ø All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless otherwise clearly stated in writing ¨ Warranty Ø Proposals should address each of the following: § Applicable warranty and/or guarantees of equipment and installations including any conditions and response time for repair and/or replacement of any components during the warranty period. § Availability of replacement parts § Life expectancy of equipment under normal use § Detailed information as to proposed return policy on all equipment ¨ Indemnity Ø The awarded vendor shall protect, indemnify, and hold harmless Region 14 ESC and its participants, administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract. ¨ Franchise Tax Ø The respondent hereby certifies that he/she is not currently delinquent in the payment of any franchise taxes. 13 ¨ Supplemental Agreements Ø The entity participating in this contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. ¨ Certificates of Insurance Ø Certificates of insurance shall be delivered to the Public Agency prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified. ¨ Legal Obligations Ø It is the Respondent’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services identified in this RFP and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even if not specifically identified herein. ¨ Protest Ø A protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm CST. Protests shall be filed with Region 14 ESC and shall include the following: § Name, address and telephone number of protester § Original signature of protester or its representative § Identification of the solicitation by RFP number § Detailed statement of legal and factual grounds including copies of relevant documents and the form of relief requested Ø Any protest review and action shall be considered final with no further formalities being considered. ¨ Force Majeure Ø If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch. Ø The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the 14 United States or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty ¨ Prevailing Wage Ø It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser. It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly. ¨ Miscellaneous Ø Either party may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. ¨ Open Records Policy Ø Because Region 14 ESC is a governmental entity responses submitted are subject to release as public information after contracts are executed. If a vendor believes that its response, or parts of its response, may be exempted from disclosure, the vendor must specify page-by- page and line-by-line the parts of the response, which it believes, are exempt. In addition, the respondent must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s). Ø The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the respondent are not acceptable. Region 14 ESC must comply with the opinions of the OAG. Region14 ESC assumes no responsibility for asserting legal arguments on behalf of any vendor. Respondent are advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. 15 Process Region 14 ESC will evaluate proposals in accordance with, and subject to, the relevant statutes, ordinances, rules, and regulations that govern its procurement practices. NCPA will assist Region 14 ESC in evaluating proposals. Award(s) will be made to the prospective vendor whose response is determined to be the most advantageous to Region 14 ESC, NCPA, and its participating agencies. To qualify for evaluation, response must have been submitted on time, and satisfy all mandatory requirements identified in this document. ¨ Contract Administration Ø The contract will be administered by Region 14 ESC. The National Program will be administered by NCPA on behalf of Region 14 ESC. ¨ Contract Term Ø The contract term will be for three (3) year starting from the date of the award. The contract may be renewed for up to two (2) additional one-year terms or any combination of time equally not more than 2 years. Ø It should be noted that maintenance/service agreements may be issued for up to (5) years under this contract even if the contract only lasts for the initial term of the contract. NCPA will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract. ¨ Contract Waiver Ø Any waiver of any provision of this contract shall be in writing and shall be signed by the duly authorized agent of Region 14 ESC. The waiver by either party of any term or condition of this contract shall not be deemed to constitute waiver thereof nor a waiver of any further or additional right that such party may hold under this contract. ¨ Products and Services additions Ø Products and Services may be added to the resulting contract during the term of the contract by written amendment, to the extent that those products and services are within the scope of this RFP. ¨ Competitive Range Ø It may be necessary for Region 14 ESC to establish a competitive range. Responses not in the competitive range are unacceptable and do not receive further award consideration. ¨ Deviations and Exceptions Ø Deviations or exceptions stipulated in response may result in disqualification. It is the intent of Region 14 ESC to award a vendor’s complete line of products and/or services, when possible. ¨ Estimated Quantities Ø The estimated dollar volume of Products and Services purchased under the proposed Master Agreement is $30 million dollars annually. This estimate is based on the anticipated volume of Region 14 ESC and current sales within the NCPA program. There is no guarantee or commitment of any kind regarding usage of any contracts resulting from this solicitation 16 ¨ Evaluation Ø Region 14 ESC will review and evaluate all responses in accordance with, and subject to, the relevant statutes, ordinances, rules and regulations that govern its procurement practices. NCPA will assist the lead agency in evaluating proposals. Recommendations for contract awards will be based on multiple factors, each factor being assigned a point value based on its importance. ¨ Formation of Contract Ø A response to this solicitation is an offer to contract with Region 14 ESC based upon the terms, conditions, scope of work, and specifications contained in this request. A solicitation does not become a contract until it is accepted by Region 14 ESC. The prospective vendor must submit a signed Signature Form with the response thus, eliminating the need for a formal signing process. ¨ NCPA Administrative Agreement Ø The vendor will be required to enter and execute the National Cooperative Purchasing Alliance Administration Agreement with NCPA upon award with Region 14 ESC. The agreement establishes the requirements of the vendor with respect to a nationwide contract effort. ¨ Clarifications / Discussions Ø Region 14 ESC may request additional information or clarification from any of the respondents after review of the proposals received for the sole purpose of elimination minor irregularities, informalities, or apparent clerical mistakes in the proposal. Clarification does not give respondent an opportunity to revise or modify its proposal, except to the extent that correction of apparent clerical mistakes results in a revision. After the initial receipt of proposals, Region 14 ESC reserves the right to conduct discussions with those respondent’s whose proposals are determined to be reasonably susceptible of being selected for award. Discussions occur when oral or written communications between Region 14 ESC and respondent’s are conducted for the purpose clarifications involving information essential for determining the acceptability of a proposal or that provides respondent an opportunity to revise or modify its proposal. Region 14 ESC will not assist respondent bring its proposal up to the level of other proposals through discussions. Region 14 ESC will not indicate to respondent a cost or price that it must meet to neither obtain further consideration nor will it provide any information about other respondents’ proposals or prices. ¨ Multiple Awards Ø Multiple Contracts may be awarded as a result of the solicitation. Multiple Awards will ensure that any ensuing contracts fulfill current and future requirements of the diverse and large number of participating public agencies. ¨ Past Performance Ø Past performance is relevant information regarding a vendor’s actions under previously awarded contracts; including the administrative aspects of performance; the vendor’s history of reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the vendor’s businesslike concern for the interests of the customer. 17 Evaluation Criteria ¨ Pricing (40 points) Ø Electronic Price Lists § Products, Services, Warranties, etc. price list § Prices listed will be used to establish both the extent of a vendor’s product lines, services, warranties, etc. available from a particular bidder and the pricing per item. ¨ Ability to Provide and Perform the Required Services for the Contract (25 points) Ø Product Delivery within participating entities specified parameters Ø Number of line items delivered complete within the normal delivery time as a percentage of line items ordered. Ø Vendor’s ability to perform towards above requirements and desired specifications. Ø Past Cooperative Program Performance Ø Quantity of line items available that are commonly purchased by the entity. Ø Quality of line items available compared to normal participating entity standards. ¨ References (15 points) Ø A minimum of ten (10) customer references for product and/or services of similar scope dating within past 3 years ¨ Technology for Supporting the Program (10 points) Ø Electronic on-line catalog, order entry use by and suitability for the entity’s needs Ø Quality of vendor’s on-line resources for NCPA members. Ø Specifications and features offered by respondent’s products and/or services ¨ Value Added Services Description, Products and/or Services (10 points) Ø Marketing and Training Ø Minority and Women Business Enterprise (MWBE) and (HUB) Participation Ø Customer Service 18 19 TAB 1: MASTER AGREEMENT/SIGNATURE FORM Signature Form The undersigned hereby proposes and agrees to furn ish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing. Th e undersigned further certifies that h e/sh e is an officer of the company and has autho r ity to negotiate and bind the company named below a nd has not prepared this bid in collusion with any other Respondent and that the contents of this proposal as to prices, terms or conditions of said bid have not been communicated by the undersigned nor by any employ ee or agent to any person engaged in this type of business prior to the official opening of this proposal. Prices are guara nteed: 120 days i ! Passport Company name Passport Labs, Inc. Address 128 S . Tryon Street, Suite 2200 City/State/Zip Charlotte , NC 28202 Telephone No. (704) 837-8066 ---------------------- Fax No. (888) 804-1783 Email address khristian-rfp@passportinc .com Printed name Khristian Gutierrez Position with company Chief Revenue Officer Authorized signature passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc ■1 1 . 7 TAB 2: NCPAADMINISTRATION AGREEMENT Tab 2 -NCPA Administration Agreement This Administration Agreement is made as of by and between National ("Vendor"). Cooperative Purchasing Alliance ("NCPA") and Passport Labs, Inc. Recitals WHEREAS, Region 14 ESC has entered into a certain Master Agreement dated referenced as Contract Number by and between Region 14 ESC and Vendor, as may be amended from time to time in accordance with the terms thereof (the "Master Agreement"), for the purchase of Integrated Parking Management System; WHEREAS, said Master Agreement provides that any state, city, special district, local government, school district, private K-12 school, technical or vocational school, higher education institution, other government agency or nonprofit organization (hereinafter referred to as "public agency" or collectively, "public agencies") may purchase products and services at the prices indicated in the Master Agreement; WHEREAS, NCPA has the administrative and legal capacity to administer purchases under the Master Agreement to public agencies; WHEREAS, NCPA serves as the administrative agent for Region 14 ESC in connection with other master agreements offered by NCPA WHEREAS, Region 14 ESC desires NCPA to proceed with administration of the Master Agreement; WHEREAS, NCPA and Vendor desire to enter into this Agreement to make available the Master Agreement to public agencies on a national basis; NOW, THEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, NCPA and Vendor hereby agree as follows: •General Terms and Conditions i! Passport ► The Master Agreement, attached hereto as Tab 1 and incorporated herein by reference as though fully set forth herein, and the terms and conditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. ► NCPA shall be afforded all of the rights, privileges and indemnifications afforded to Region 14 ESC under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to NCPA under this Agreement including, but not limited to, the Vendor's obligation to provide appropriate insurance and certain indemnifications to Region 14 ESC. ► Vendor shall perform all duties, responsibilities and obligations required under the Master Agreement in the time and manner specified by the Master Agreement. ► NCPA shall perform all of its duties, responsibilities, and obligations as administrator of purchases under the Master Agreement as set forth herein, and Vendor acknowledges that NCPA shall act in the capacity of administrator of purchases under the Master Agreement. ► With respect to any purchases made by Region 14 ESC or any Public Agency pursuant to the Master Agreement, NCPA (a) shall not be construed as a dealer, re-marketer, representative, partner, or agent of any type of Vendor, Region 14 ESC, or such Public Agency, (b) shall not be obligated, liable or responsible (i) for any orders made by Region passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc ■11. 8 December 8, 2020 December 8, 2020, 05-51 20 21 14 ESC, any Public Agency or any employee of Region 14 ESC or Public Agency under the Ma s ter Agreement, or (ii) for any payments required to be made with res pect to such order, and (c) shall not be oblig ate d, liable or respons ible fo r a ny failure by the Public Agency to (i) comp ly with procedures or requirements of a pplicable law, or (ii) obtain the due authorization and approval necessary to purchase under the Master Agreement. NCPA makes no representatio ns or guaranties with respect to any minimum purchases required to b e made by Region 14 ESC, a ny Public Agency, or any e mployee of Region 14 ESC or Public Agency under thi s Agreement or the Master Agr ee ment. ► The Public Agency participating in the NCPA contract and Vendor may enter in to a separ a te s upplemental agreement to further d e fine the level of service requirements over and above th e minimum defined in thi s contract i.e. invoice requirements, ordering requirem e nts, s peciali ze d delive ry, etc. Any supplemental ag reement developed as a result of th is contract is exclusively between the Public Ag ency and Vendor. NCPA, its agen ts, members and employees shall not be made party to any cl a im for breach of such agreement. • Term of Agreement ► This Agreement shall be in effect so long as the Master Agree ment remains in effect, provided, however, that the obligation to pay all am ounts owed by Vendor to NCPA through the termina tion o f this Agreement a nd all indemni fica tions afforded by Vendo r to NCPA s hall s urv iv e the term of this Agreement. • Fees a nd Reportin g i ! Passport ► The awarded vendor shall electronica ll y pro vide NCPA with a detailed quarterly report s howing the dollar volum e of all sa les under the contract for th e previous quarte r . Reports are du e on the fifteenth (15 th ) day after th e close of th e previous quarter. It is the responsibility of the awarded vendor to collect and compile all sa les under the contract from participating members and submit one (1) report. The report shall inclu de a t least the following information as listed in the example be low: Entity Name Zip Code State POorJob# Sale Amount Total ____ _ ► Each quarter NCPA will invoice the vendor based on the total of sale amount(s) reported. From the invoice the vendor s hall pay to NCPA an a dministrativ e fee ba sed upon the tiered fee sch edule below. Vendor's annual s ales shall be measured on a calendar year basis. Deadline for term of payment will be included in the invoice NCPA provides. Annual Sales Through Contract Administrative Fee 0 -$30,000,000 2% $3 0,000,001 -$50,000,000 1.5 % $50,000,001 + 1% ► Supp li er s hall ma intain a n accounting of all p urch ases ma de by Public Agencies under th e Ma ster Agreement. NCPA a nd Re gio n 14 ESC re serve the right to audit the acco unting for a passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc ■1 1 . 9 Director, Business Development Matthew Mackel PO Box 701273 Houston, TX 77270 December 8, 2020 22 period of four ( 4) years from the date NCPA receives the accounting. In the event of such an audit, the requested materials shall be provided at the location designated by Region 14 ESC or NCPA. In the event such audit reveals an under r eporting of Contract Sales and a resulting underpayment of administrative fees, Vendor shall promptly pay NCPA the amount of such underpayment, together with interest on such amount and sha ll be ob li gated to reimburse NCPA's costs and expenses for such aud it. • General Provisions ► This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto w ith respect to the subject matter hereof, and no oth er agreement, statement, or promise relating to the subject matter of this Agreement which is not contained herein shall be valid or binding. ► Awarded vendor agrees to allow NCPA to use their name and logo within webs ite, marketing materials and advertisement. Any use of NCPA name and logo or any form of publicity regarding this contract by awarded vendor must have prior approval from NCPA . ► If a ny action at law or in equity is brought to enforce or inte rpret the provi s ions of this Agreement or to recover any administrative fee and accrued interest, the prevailing party shall be entitled to reasonable attorney's fees and costs in addition to a ny other relief to wh ich such party may be entitled . ► Neither this Agreement nor any rights or obligations hereunder shall be assignable by Vendor without prior written consent of NCPA, provided, however, that the Vendor may, with out such written consent, assign this Agreement and its rights and delegate its ob li gations hereunder in connection w ith the transfer or sale of all or substan tially a ll of its assets or business related to th is Agreement, or in the event of its merger, consolidation, change in co ntro l or sim ilar transaction. Any perm itted assignee sha ll assume a ll assigned obligations of its ass ignor under this Agreement. ► This Agreement an d NCPA's rights and ob li gations hereunder may be assigned at NCPA's sole discretion, to a n existing or newly established legal entity that has the authority and capacity to perform NCPA's obligations hereunder ► All written commun ic ations g iven hereunder shall be delivered to the addresses as set forth below. National Cooperative Purchasing Alliance: Vendor: Passport Labs , Inc . Name: Title: Address: Signature: Date: i ! Passport pass portin c.com rfp@passportinc.com 2020 Passpo rt Labs , Inc Name: Title: Address: Signature : Date: Khrist ian Gutierrez Chief Revenue Officer 128 S Tryon Street Ste 2200 / -"' 11 /10/2020 ■1 1 . 10 23 TAB 3 : VENDOR QUESTIONNAIRE Tab 3 -Vendor Questionnaire Please provide responses to the following question that address your company's operations, organization, structure, and processes for providing products an d services .. ♦ States Covered i! Passport ;, Bidder m ust indicate any and all states where products and services can be offered. ► Please indicate the price co-efficien t or each sta t e if it varies. 5?so States & District of Co l u m bia ( cl cct i n t his box [s equ al to che ki ng all bo xes below) D Al abama □A l as k a OArizona D J\rk ansa D California D Co lorado D Connecticut D Delaware 0 Di stric t of Co lu mb ia 0 Floridr1 D Georgia D Hawaii □Idaho D Illinois D Indi ana Oiow.i D Kansa D Kentucky D Lo 1tisian;i O Ma l ne pass portinc.com ct:o@passportinc com 2020 Passport Labs , In c □Mary l a nd D South C:aro l i na 0 Mas sac hu setts 0 South Dakota D Michiga n 0 Ten nes. ee 0 M[nne sota OTexas D Missis ippi O u cah D Missouri OvertnonL D Mo nta na □V i rgin i a □ ebraska D Washington □ evada 0 West Vi rginia □ ew ll amps hi re Owisconsin □ ew l er ey □Wyomi n g □ ew Mexico □ cw York □ orth Carol ina □ orth Dakot a □Oh i o Ooklaho ma D Ore go n D Pennsy l vania D Rhode Isl and •1 I 11 24 D All US Territories and Outl ying Areas (Se lecting this box is equal to checking all boxes b low) D Amer ican Somoa D Fede ra ted States of Micronesia 0 Guam D Midway Is lands D Northern Ma ri na Islands 0 Puerto Rico 0 U.S . Virgin Islands • Minority and w ·omen Business Enterprise (MWBE) and (HUB) Partitipation ► It is the po licy of some entities parti cipating in NCPA to involve minority and women business enterprises (MWBE) and h is torically underutilized b usinesses (HUBJ in the purchase of goods and services. Respondents shall indicate below whether or not th y are an M/WBE or HUB certified. • Minority/ Wornen Business Enterprise • Respondent Certifies that this firm is a M/WBE D • 1 listorically Underutilized Business • Re s pondent Certifies that this firm is a HUB D • Residency ;,.-Responding Company's principal place orbusiness is in the city of _C_h_a_rl_o_tt_e ___ ~ State of _N_C __ ♦ Felony Conviction Notice , Please Check Applicable Box; D A p11blically held corporation; the refo re, this reporting requirement is 11ot applicable . 0 Is not owned or operated by ;:myone who has been convicted of a felony. D Is owned or operated by the following indivitlual (s) who h as/bav e been cuovictcd ot a felony r If the 3 rd box is checked, a de t iled cxplanat1on of the nam a nd conviction mu st be attached . • Distribution Cha n nel ,. Which best describes your company's position in th e di s t ribution ch a nn el: D Manu.fa turr.r Dir ect D Certified education /government re ·eller 0 Authori zed DLslribut r D Manufactun'.!r marke ti 11 g lhrougli resel le r 0 Va lue-a dded reseller O Other : __________ _ ♦ Processing l nforn1ation i! Passpor t ,. Provide company contact information for the follow ing: • SaJes Reports/ Accounts Payabl e Contact Person : La nce Wer li ng ---------------------- T itle : Director of Revenue Operations Company: Passport Labs , Inc . Ad dress : 128 S Tryon Street, Ste 2200 City: Charlotte Stat : NC Zip : 2=8=2=02=----- Ph one : (704) 837-8066 Email : lance .werling@passportinc.com passportinc.com ifo@oassportinc com 2020 Passport Labs, Inc •1 I _ 12 25 • Pt1rchase Orders Contact Person: Lance Werlfng ----~---------------- T it I e: Director of Reve nue Ope rat ions Company : Passport Labs , Inc . Address : 128 S T ryon St ree t, Ste 2200 City: Charlotte State: NC Zip : =28=2=0=2 __ Phone: (704) 837-8066 Emai l : lance .we rllng@passport inc .com • Sales and Marketing Contact Person: D"'-a=v"""id=--=S'-'-in=g-"'le=ta=ry""---------------- Title: V P of Sa les Company : Passport Labs . Inc . Address : 128 S Tryon Str eet . Ste 2200 City : Charlotte State : NC Zip : _28_2_0_2 __ Phone : (704) 8 79 -2760 Email : Sales@passpo rt inc .com ♦ Pricing l11formati011 i ! Passport In ad dition to the curre nt typical unit p r icing furmshed erein , the Vendor agrees to offer all futu r e product introductions at prices that are proportionate to Conb·act Pricing. • If answer is no, attach a statement de t ai l i ng how pri cing fo r NCPA participants wou l d be cal cu lat d for fu t uTe product intr oductions. r;a' Yes O No ► Pricing submitted includes the r equired NC PA administr ative fee . T he CPA fee is calcu lated based on tl1e invoice p rice t o the custome r . Yes O No ► Vendo r will provide additional discounts for purcha e of a guaranteed quantity. passportinc.com ct:o@oassportinc,com 2020 Passport Labs, Inc Yes D No •1 I 13 26 TAB 4: VENDOR PROFILE Please provide the following information about your company: • Company's official registered name. Passport Labs, Inc. (Passport) • Brief history of your company, including the year it was established. Passport started in 201 0 as a general partnership, and now sits at over 250 employees with constant growth to match its expanding client base. Passport is headquartered in Charlotte, North Carolina with an additional office in Tarrytown, NY. Passport is a t ransportation software company, delivering the operating system that enables cit ies to manage vehicle interacti ons with streets and sidewalks. Passport sets cities in motion, helping to create more livable, equ itable commun it ies . With Passport, City leaders can increase conven ience , efficiency and compliance today and tomorrow. Passport's si mple, yet innovative software and management experience is trusted by cities , univers ities and agencies all across North Amer ica . Passport currently serves over 1,200 clients, is implemented in more than 5,000 locations, has processed over 1.9 billion transactions annually between mobile park i ng sess ions and citation payments, and bri ngs over 30 years of experience in parking management. i ! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 14 27 1,260+ Clie nts Across North America $1.98 Mo bi lity Payme nts Processed Compliant PCI -DSS & SSAE18 Compl iant Passport has been a prov ider in the parking and transportation industry since inception in 2010 . Over the past decade, Passport has adapted its so l utions to meet the changing needs of both its cl ients and the communities they serve . Passport's most extensive experience stems from its mobi le parking payment so l ution which supports some of North Amer ica's l argest cities includ i ng Chicago (ParkChicago), Toronto, ON (Green P), Boston, MA (ParkBoston), Portl and, OR (Parking Kitty), and Austin, TX (Park ATX). As Passport has grown, it has continued to evo lve with the needs and desires of its clients. As such, in an effort to he l p communities so lve tough parking and mobi lity issues, Passport has introduced additiona l product l ines including enforcement/citation management, digita l permitting, and micro-mobi l ity so l utions. Passport has al so introduced the Passport Operating System , which serves as one system that enab les the management of payment for parking across mu ltip le vendors and operators. This empowers cities to better manage their streets and sidewa l ks as they can contro l the ru les, rates and restrict ions for all parklng partners from one database . Passport's experience across its diverse group of clients has fortified its knowl edge base in understanding how cit ies interact amongst many moving parts. Beyond the understanding how to best de l iver the app lications and systems themselves, these thousands of imp l ementations have given Passport and its teams unmatched experience in parking po l icy, payment processing, billing/invoicing, integrated techno l ogy, and executing externa l partnerships on a nationa l leve l. Passport Labs, Inc. is the on ly private ly he ld parking so lutions provider in the industry. Passport is private ly he ld in De laware and is a C-Corporation backed by institutiona l investors Bain Capita l, Grotech Ventures, and MK Capita l. Since 2013, Passport has raised a tota l of $125MM across four equity funding rounds . With that money, Passport has continued to innovate its products and break into new markets and different vertica ls to give cities a so l e-source product for all parking and transportation needs. Passport currently empl oys a team of over 200 peop le, performing all engineering in house, and paving the way for cities to increase convenience, efficiency and comp l iance today and tomorrow. • Comp a ny's Oun & Bra dstreet (O&B) number. 07-225-4770 • Company's organizat io na l chart of those individua ls that wou ld be invo lved in the contract. i ! Passport pass portinc.com ifo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 15 28 All proposed so l utions will be provided in-house by Passport personnel. Be low are organ izationa l charts of those who will be responsib le for the deve l opment and success of the City's mobi l e pay system and the Passporters who will oversee them . SENIOR LEVEL MANAGEMENT Al l projects run through Passport's Sen ior Leadersh i p Team , who u lt i mate ly sign off on all dea ls and act as an interna l contro l for the ir des ignated teams as necessary. With i n the procurement phase , Passport's Chief Revenue Officer, Khr istian Gutierrez oversees all opportun ities and proposa ls. This includes overseeing the Sa l es team and Sa les Execut ives , who l ead the communicat ion and de lega t ion of opportunit ies to the w ider Passport team. Upon award of contract, Passport's lega l team drives contract adm i nistrati on and execut ion and So lutions Engineering, l ed by Michae l Rafferty, w i ll deve l op a comp lete Statement of Work to supp lement the contract. These interna l contro ls ensure all project and env ironment detai ls have been fully refined prior to imp lementation . From contract execution throughout the term of the agreement, the City w ill be primarily supported by Passport's Opera t ions Team and Client Success department. i ! Passpor t passportinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ■ 1 I 16 29 OPERATIONS TEAM With over 30 years of experience and hundreds of clients, Passport's implementation process is comprehensive and has grown tremendously to address the intricate needs of its client base. Passport's Operations team, led by VP of Operations Charl ie Sinnett, includes a number of Passport departments that will be integral to the City's success leading up t o and following system launch . Charlie oversees Passport's dedicated Client Implementation team, that has cultivated an expertise in evaluating a client scope of work and defin ing realistic time lines, taking the time to properly understand, scope and test environments prior to programs going live . This ensures that the launched solution meets both client expectations and can be properly supported and scaled by Passport and its partners . The implementation of the City's system will be driven by the Implementations and Solutions Engineering teams. Passport's experienced Support Team also falls under Operations and will be a City resource for any technical questions or issues regarding products, for both the City as well as its citizens . The Support team is spearheaded by Director of Support Services, Paul Shingledecker, who ultimately ensures cl ient satisfaction and initiates any escalation of issues to the appropriate internal teams for resolution. Implementation Team __ l __ r l l ProJect Managers Implementation Consultants Im plementation Engineers i! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc ChirliC! Sinnett VP Operation~ Solutions Enolnearlng l Michael RaHerly Manager Soluti or,, Eng ,n •erlng l SOl\Jt lons En_gtneors Support Team Paut Sh 1ngle deci,.er Director Suppo--1 Serv1res l Jusltn Gregory ~anager Support S~rVIC(U; End User SuppOll l oahCruzan Manager Suppo11 Eng l neerong I Client Support Client Support Level 1-Z Level 3 ■ 1 I _ 17 30 • Passport has adapted its mobile offering to expand the number of spaces and zones for cities as they grow and evo lve including Chicago, IL; Cincinnati, OH; Cambridge, MA; Portland, ME and more. Passport has also taken steps to future-proof its offerings, preventing cities from needing to reinvest va luab le capita l as it adapts to the ever changing municipal landscape. This includes the deve lopment of Passport's Operating System -which enab l es cities to manage ru l es, rates, and restrictions for the i r parking environment across all vendors and app l ications -- from one consolidated back office . Passport has al so made efforts to design signage that is vendor-neutra l and directs parkers to digitally hosted parking options, eliminating the need to update physica l signage. This capability set has evo lved such that Cities are ab le to enab l e an ecosystem of parking options on top of the Passport Operatl ng System, even those that are not traditiona l parking providers . The ability to innovate for a City and its cltizens has been lowered, in this way, enab l ing cities to invite innovat ion from participants who wou ld otherwi se be incapab l e or unqua lified for traditional municipa l RFPs . This further allows cities to cater to its constituents, increasing equity and access today and tomorrow. En •to End Solution Passport is the on ly mobile payments company to offer top-of-the line platforms across every facet of the parking and transportation industries. In addition to a Mobile Payment for Parking so l ution, Passport has deve l oped Citation Management, Digita l Permitting, and Micro-mobility platforms to so lve the toughest mobility challenges faced by municipa l ities. Because of Passport's experience deve loping these so l utions, it has a better understanding of the nuances of a parking ecosystem and how different pieces of the puzz l e connect for a hol istic so l ution. I n choosing Passport to support mobile payments, enforcement, and permitting needs -the City will be able to seam less ly i ntegrate the data across each platform (e.g enforcement software receiving real-time mobi le session data and real-time active permit records), and also aggregate data from all front-end interfaces into Passport's backend management porta l for ana lysis and reporting . This empowers cities to get the full picture of their parking environment as they imp l ement business practices and policies or introduce different techno l ogies. Conn ctl!d T chnology In addition to its proprietary product offeri ngs listed above, Passport has also cu lt ivated an integration expertise as it grows as a company and expands to meet the needs of its clients ' parking operations. Passport currently has hundreds of l ive integrations with all of the industry's leading providers including meters/pay stations, enforcement software, LPR systems, and other th i rd -party parking techno logies. Passport also uti l izes open Applicat ion Programming Interfaces (AP ls) for easier future integrations with the intent to fully connect its clients' ecosystems . Passport understands that the more connected its clients become, the l ess of a burden managing their ecosystems w ill be as it becomes a tru ly smart environment. obu t Ba Offic i1 Passport pass portinc.com ifo@passportinc,com 2020 Pass p ort La bs, Inc ■ 1 I _ 20 31 Implementing a mobile payment for parking solution is more than just providing a means for parkers to pay, it is providing data and transparency to improve the City's parking operations . In that regard, Passport's solution includes a robust back office management and reporting system that gives the City all the necessary too ls and data to manage the entire parking ecosystem. From the back office, the City will be able to monitor parking activity in rea l time, verify sessions for customer service/enforcement purposes, and run reports to keep a real -time pulse on parking activity/trends and reconcile system revenue. dPay n nr Passport system now comes integrated with payment services, elim i nating the need for third-party gateways and processors. In choosing Passport fo r both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As a full service solution, Passport Payments provides an online portal for program reporting, maintenance, and managing cardholder chargeback requests. Passport Payments also provides cities peace of mind through lower processing costs, system security, enhanced visibility, product support, and overall more stream lined operations . • Describe how your company will market this contract if awarded. Passport has both a dedicated CHent Success Team and robust Sales team comprising over 30 team members. Each of these representatives interact with thousands of clients and prospects each year to renew/retain business, grow business through cross selling new services, and signing up new clients for Passport's offerings. In each of these scenarios, Passport leads the contracting conversations with its existing awards from NCPA to ease the buying process for our clients. Year over year, we have successfully executed numerous agreements under our NCPA award and will continue to do so if fortunate enough to be awarded a contract under this RFP. For our products and services, Passport's award-winning marketing team will work closely with the City to develop campaigns whose sole focus will be to drive app awareness and utilization through signage and strategic marketing initiatives. Passport's market ing team will work closely with the Oty throughout the imp leme ntation process to develop a streamlined marketing plan by gathering key demographics re lated to the City, leveraging its deep understanding of the parking industry, and using its extensive experience in imp lementing and marketing hundreds of clients to formulate a launch strategy that incorporates the City's unique needs and characteristics. Passport will develop content around the implementation that will be utilized in a variety of channels to market to end-users and provide updates to the public that the application is available for use throughout the City. These methods include : i1 Passport • PR • Dig ita l Banners • Print Materials • Social Media Content • Email & Web Content pass portinc.com ifo@passportinc com 2020 Passport La bs, Inc ■ 1 I 2 1 32 Passport's Standard Marketing Package is complimentary for mobile pay clients and includes signage proven to educate users and drive an impactful launch and long-term utilization results. SIGNAGE Signage provided by Passport is designed to be uniform across all involved players in the City's parking environment. This means rather than promoting its own brand or the brand of any specific app, Passport has made signage as simple as possible for the City's parkers. Passport's signage will simply direct parkers to the parkingapp.com website which will show them a list of all applications available to pay for parking within the City. As more and more cities welcome multiple mobile pay vendors into their environments, us i ng this type of signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing different signs across various vendors . Passport continues to study this multi-vendor tren d and is the ZONE first mobile pay provider to proactively create designs that Q Q Q Q support this model. In partnering with Passport now, the City will receive future-proofed signage that can accommodate other ~"" .._ ... I ~ I providers sharing the same space, if the City chooses to take this , .... ,.,--. approach t o park ing in the future. Passport encourages the City to ~ ~ consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applications and more. Passport highly recommends this approach to signage, as this will provide the City with a num ber of advantages: • All parking options are hosted digitally, making it easy to add and remove application options in real -t ime • This digital maintenance never requires physical signage updates • Parkingapp .com is designed and tested to make parki ng simple, fast, and convenient • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, not one specific vendor Passport's approach is to create a marketplace that encourages each player in the City's parking environment to be competitive and drive users to the i r application. While the City will be responsible for own i ng all marketing decisions and choosing how to post desired signage, Passport will provide information on how signage works and how to he lp boost distribution. Passport's marketing team will work closely with the City throughout the imp lementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results . Passport's team will leverage its deep understanding of the parking industry, user preferences, and large-scale marketing execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i1 Passport pass porti nc .co rn ifo@oassaort1nu,gm 2020 Pa ssport La bs, I nc ■1 I 22 33 FrequentlY Allced Questions rmtt_.,,,11 '.IJl,IOlnffu'I\ ~ , ...... ~ tu •-..ppurn lf"'f-!ll t,ll\lfC:1\1411""" ~Mll"flll\\ltwta.iil .. ,.._,..·~-•-..... -.-· P•O ,_,,..,w,. wnf.-• - Ways to pay in "Futureton. us .. zono 12345 .. ...... - .,,. Passport can provide the City with signage best practices, proven to educate users and drive the highest utilization rates. During imp lementation , Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals, as well as the appropriate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transactions by up to 76%: • 1 sign per 10 spaces for parking lot/ga rage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simultaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of information so that the URL and zone number are most prominent. In addition, the typeface was se lected through multiple rounds of end-user testing to ensure it's ADA compliant and is legible from a distance. DIGITAL ADVERTISING Passport will provide the City with digital marketing materials to properly promote the Passport Parking application. The City will be able to immediately drive awareness to the app with the following ready-to-use marketing materials : i! Passport • Passport Parking email marketing content • Social media images for Facebook, Twitter • Stock content to plug into existing City website • Brand packages with logos and icons for promotional use • Passport Parking How-To YouTube video pass porti nc.co m rfo@passportlnc com 2020 Pa ss port Labs, In c ■1 I 23 34 TRADITIONAL ADVERTISING Passport will also reach parkers through traditional advertising, such as how-to flyers and app benefit posters. Passport can place local newspaper and magazine ads as well, but studies show that digital advertising is a better channel to reach early adopters of a mobile application, so any print advertising w ill be at an additional charge. Passport has also developed specific marketing strategies that include handing out free promotional swag, hats, lanyards, koozies, running local events, and more should the City be interested i n negotiating any of these types of add-ons to the standard package . • Describe how you intend to introduce NCPA to your company. To continue to support NCPA, Passport will create a custom landing page just for NCPA Region 14 Education Services Center affiliates. From this page, any City loo king to implement the mobile payment for parking application will have full access to Passport's product portfolio, in cluding case studies, documentation, and training materials. Cities will also be able to schedule demos with Passport's sales team to learn more about the product and how it can be configured for their City. Additionally, Passport can host multiple webinars on its product and partnership with NCPA and can also send out mailers and case studies to all NCPA Region 14 Education Services Center members. • Describe your firm's capabilities and functionality of your on-line catalog / ordering website. Passports Mobile Payment for Parking solution is available in two formats --base app and private label app . Passport pioneered the original private label application in the parking industry and can provide the City with a custom, branded app, however, this is a premium product with correspondingly high price tag. Passport recommends and finds its app best implemented in its standard, base format, as this allows for a smoother and quicker launch of the product and a more scalable solution as the City grows and innovates . The Passport Park ing base mobile app maintains the same loo k and feel across all cities, and is already used across thousands of locations nationwide, so many people in the community will likely already have the app downloaded and be familiar with i~s use, increas ing comp lian c;e and utilization . Regardless of app choice, all information related to the business rules and parking environment (e.g. zones, rates, ru les , restrictions) will be configured to meet the City's needs . From Passpo rt's website <www.passportjnc,com }. any potential client can obta i n informati o n on Passport's base model product offering. If a City within Region 14 wishes to purchase Passport's product, or learn more details about how Passport's product can work in their city, interestested parties can easily schedule a demo from the website or contact Passport's sales team directly {sales@passportjnc,com }. The Sales team will provide a walkthrough of the sales process and can send a contract over to the City the same day, if desirable. During the contracting phase, Passport has a Solutions Engineering team specifically dedicated to making sure the City environment is properly understoo d and both Passport and Client expectations are appropriately set. Once a contract is signed, the City will be assigned a Project Manager and Implementation Consultant who will begin to imp lement the product i1 Passport pass porti nc .co rn r;fp@passaort1nc rom 2020 Pa ssport La bs, I nc •1 I 24 35 "In a word, [the implementation process was] phenomenal ... / knew [our timeline] was going to be aggressive ... the result was nothing short of fantastic. Major kudos to the [Passport] implementation team . We had weekly calls, there was constant communication... Really, above and beyond customer service." -Michael Manzella, Transportation Manager, Asbury Park, NJ (contract signed under NCPA partnership) • Describe your company's Customer Service Department (hours of operation, number of service centers, etc.) The first and foremost of Passport's five foundational pillars is: People First. In choosing Passport, the City will be choosing not only a Mobile Parking Payment Services vendor, but a partner fully invested in the City's success. Passport has built its businesses by providing exceptional client support with a proactive dedication to the success of its client's parking programs. Customer Service and Client Success are core pieces of Passport's DNA and are detailed below. CLIENT SUCCESS The City will be afforded the ongoing support of Passport's Client Success (CS) team. Passport has grown an entire Client Success department dedicated to maintaining its many valued partnerships and ensuring client satisfaction across the board. The Client Success team sits at the apex of marketing, sales, professional services, training, and support, and will serve as the main point of contact for any feedback, questions, or concerns regarding Passport's product(s). Throughout the imp lementation process, the team will work with the City to gain a thorough understanding of goals and initiatives. This, in combination with extensive support experience and industry knowledge will enable CS team members to analyze aggregated data, identify trends, and provide insight into the current status of the system to provide recommendations on how to adjust in order to meet established City's goals and initiatives. These recommendations will include suggested product expansions, system optimizations, and upcoming product updates. Passport's Client Success team is dedicated to monitoring client performance and consulting with the City, as appropriate, on best practices and opportunities for increased operational efficiency. The Client Success team focuses on the following objectives at a regular cadence to conduct quality assurance on client accounts : • To learn and to ensure alignment on business objectives • To continue building on joint success • To keep clients informed on all the latest and greatest at Passport • To explore opportunities for optimized performance • To ensure Passport is meeting City expectations "Passport has been spectacular. I can give so many examples of cooperation, responsiveness, and pannership. The entire client success team has been wo_nderfu/ to work with. We recently went through an issue with one of our tenants, and Passport maintained a constant presence that kept the solution moving forward. It's a positive, constructive and collaborative relationship," -Susan Cyran, Senior Property Manager, Boston Properties, Reston Town Center i1 Passport pass porti nc .co rn rfp@passaort1nc com 2020 Pa ssp ort La bs, I nc ■1 I 26 36 PRODUCT SUPPORT Passport's Product Support Team will be respons i ble for all of the City's technical support issues. Product Support Special ists ("PSS ") can be reached v ia email or phone and will be a technical resource to the City, as they are trained to triage and troubleshoot any technical issues , includ i ng closely monitoring the App Server Log for any bug reports. They will also ensure rtems are forwarded and escalated to relevant Passport teams as appropriate. The City w i ll receive clear communicat ion from the PSS, explaining the problem and what has been done to both fix the issues and prevent it from happening again . Breakdowns of critical functions w ill be addressed immediately, determining the cause , and i mplementing a solution as qu ickly as possible. Noncritical issues w i ll be logged in Passport's internal issue tracking system , JIRA, and fixed in the order received . Once a support t icket is subm itted, its acceptance is immediately acknowledged . A support case is then opened and the issue will be assessed according to impact and urgency to determ i ne the case priority. Breakdowns of critical functions will be addressed immediately, determining the cause, and implementing a solution as qu ickly as possible. All issues will be logged in Passport's internal issue tracking system and fixed according to priority and severity. Client Support: Monday-Friday 8AM -7PM EST Phone: (980) 939-0990 Email : heip@pas:sporti nc.com Critical issue support is available after hours via answering service phone : (866) 815-3043 PARKER SUPPORT From an end user service perspective, Passport Parking provides unlimited access to parking history and account specifics through the Account page with i n the application. Customer Support is available 24/7 via the i n-app Support screen. Here, parkers can access an FAQ page where they can beg in typing a question or key wo r d which will provide helpful information regarding the technology and its functionality. Support also includes a contact feature that allows parkers to subm it questions or describe their issues, automatically opening a ticket with the support team . Parker Support: Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email : support@passportinc.com Cr itical issue after hours support for end users is available at (866) 867-5881 • Green Initiatives i1 Passport o As our business grows, we want to make sure we minimize our impact on the Earth's climate. We are taking every step we can to implement innovative and responsible environmental practices throughout NCPA to reduce our carbon footprint, reduce waste, energy conservation, ensure efficient computing and much more. To that effort we ask respondents to provide their companies environmental policy and/or green initiative. Passport's solu t ion is a cloud-hosted Saas product, which requires no hardware or infrastructure to function properly. In implementing a digitally hosted solution, it reduces the physical components or manpower associated with more trad it ional pass p ortinc.corn ifo@passport1nc mro 2020 Passport Labs, Inc ■1 I 27 37 solutions, such as mete r s or pay stat ions. Wh ile these options may not appear to have an environmental impact at first glance , there are several components that impact a carbon footprint including regular trips to the meters (maintenance, cash removals/reloads , receipt restocks), printed paper receipts , and eventually defunct equipment contributing to overall waste . As Passport 's mobile app is 100% digital, all portions of the solution can be accessed via existing hardware (smartphones for end users and internet-connected devices for City staff), all transactions are processed in t he cloud , and all rece fpts are delivered via email. Passport's mobile solution i s a sustainable option for cities and their parkers to use that limi t s the need for physical infrastructure and ultimately reduces environmental impact, wh ile sti ll del ivering a best-i n-class solution. Additionally, Passport ls committed to improving the world we live in . As such , it incorporates env i ronmentally safe practices into its daily operations . Passport maintains a recycl i ng program of office paper, hard and soft plast ic, glass containers, cardboard boxes , and aluminum cans. • Vendor Certifications (if applicable) i1 Passport o Provide a copy of all current licenses, registrations and certifications issued by federal, state and local agencies, and any other licenses, registrations or certifications from any other governmental entity with jurisdiction , allowing respondent to perform the covered services including, but not limited to, licenses, registrations. or certifications. Certifications can include M/WBE , HUB, and manufacturer certifications for sales and service. Please see the following pages for Passport's certif ications . pass p ortinc.corn ifo@oassaort1nu,gm 2020 Passport Labs , I nc ■1 I 28 38 i ! Passport PC/ COMPLIANCE CERTIFICATE PAYMENT CARD INDUSTRY DATA SECURITY STANDARD c.oMPLIAIVcE' --CERTIFICATE -- Th is is to ce rt ify tha t A -LIGN has validated Passport Pa r king compliance with the Payment Card Industry Data Security Standard ("PCI DSS ") 3 .2.1 for Level 1 Service Provi der. On-site testing was performed in accordance with t he gu idance provided by the Payment Card Industry Sec urity Standards Council (uPC I SSC") to determine that payment card data stored, processed or transmitted by Passport Parking was secured i n accordance with the requirements of PCI DSS. RO C DATE: 06 September 2020 AOC DATE: 06 September 2020 C tditto1 of U PCIDSS Issued by: ~ ~ Presiden t, A-LIGN • Th t;vf111"iQ1 1 o e\iid41~ofY'ltlfkp..~~ t>fA UGN ~ 111 «iitt,l"i l•holdl,r-~nd.,..~not todbyor roq1.n odbytM, PO SSC. • Tnr, QtffifiQlt IS'°'" '"'°"'""'IOl'II I p.,ma, .. on~ w,d OMtf\01 , .. ,,,,.°' ct .ulxti 4 PCI SSC ~Md \1111 idot~r, l'locu,.....~h 11ud-, ., tf•• Att l&tint"I ,of Co,,,p llf\1;9 oq 111\d tM ROFM on Cc,,npl.lna, IRPQ. • l'Ns cen1f1c:a ti' ~ lswed •t J mt,n bmt! •nddod not g,..i.r5ntv1r or repre;.er t 1uwrec.ompl13n~ 'Mth th. PCI OSS or l ~ se..:uniy ofpaymiffit CMtt data. •Tt'Qc.111fte. not...,_., 1nto,gua11 t •Wlf'!Vp,1rtyth,61 1twc11tt,flui1•hoki•t 1l 1101~tbl~touM1;-.br1u!11.:h1M1 m~lm 1 :t«urity.conf:<f U!i ~ty ln18'9nty of 1he pttym"nt mrd dnu, ~ wch, A UGN "",I, no, be r lo to ,ny p,r-t'( In th~ nt of n brf!kn passportinc.com rfp@passportinc com 2020 Passport Labs , Inc •1 I 29 39 ~ A ·LIGN INDEPENDENT SERVICE AUDITOR 'S REPORT To Passport Parking: Sc:ope We have examined Passport Park ing 's 'Passport ' or 'th e Company') descrip tion of its Mobile Pay Transaction Serv ices System for processing user en t ities' t ansact lons entitled "Description of Passport Parking 's Mobile Pay Tr ansaction Servi es System ' throughout the period Dece mbe r ,. 2018 to November 30. 20 19, (description) and the suitability or the design and ope rating effecli ·eness of Passport's con trols included in the description to ach iev e the re lated control objectives stated In the description , based on the criteria id ent ified n "Asserti on ot Pa ssport Parking's Managemen t' (assertion). Passport u es AWS for clo ud hos ti g services . The description includes only the control object ives an d re lated controls of Passpor1 and exclud e the contro l objectives and rela ted controls of the subservice organ ization . The description also ind icates tha t certain con trol obj ectives specified by Passport can be achieved on ly i f complemen tary subservice organization controls ass umed in the desig n of Passport a re suitab ly designed and operating effectively, along with the related co ntro ls at Passport . Ou r examinat ion did not extend to controls of the subserv,ce organiza tion , and we have not eva luated the su itability of the design or operating effe cti veness of such complementary subserv1ce organ iza tion con trols . Th e descripbon in dicates tha t certa in con tro l objectives specified in the descript ion ca n be achieved on ly iF compleme nt ,;1ry user entity controls contemplated in the design of Passport's controls are suitably designed and operating effect ive ly, along wiU1 related controls al the service orga ni zation. Our examinallon did not extend to such complementary user entity controls , and we have not eva tuare d rhe s uitabi lity of th e design and operating effectiveness of such compleme tary user entity controls . Servic e Organization 's Responslblfities In Sect ion 1 of this report , Pa ss port has provided the ir assertion about che fairn ess of the presentation of the description and suitab il ity of the desig n and operati ng effectiveness of the controls to achieve the related conlrol objectives slated in 1he descrip ti on . Pa ssport is r espo nsible for prepari ng the descriplion and th eir assertiOJi. inctud i!'lg the completeness, acc uracy , and method of preser'lta tion of the description and tie asserti on, provid in g the services cove red by the description, specifyin g the con tro l obj ectives and stating them in the descri ption , id ent ifyin g lhe risks that threaten the ac hieveme nt of th e con trol objectiv es , se lectin g th e criteria. and des ign ing , Implementing, and documenting con tro ls i o achieve the re lated con trol obiectives staled ,n lh e de sc rip ti on . Serv/oe Auditor's Responsibilities O r respons ibili ty ls to express an opin io n on the fai rness of the presenta tio n of the description and on t he sultab iltty of lhe desig n and operat ing effectiv eness of lhe control s lo achieve the re lated contro l objectives stated in the descrip tio n , based on our examination . We conduc1ed ou r W<aminatlon in accordance with alt.estation standards established by lh e Amer ican Institute or Certlfied Pub li c Accoun tants . T hose st andards require that we plan and perform our exami nation to obtai n reas onab le ass urance about whet her, 111 all materia l respectS , based on the crite ria in ma nageme;nt 's assertion , the de criptio 1s fa irly presented and the controls we re s unably design ed and opera Ung effecti vely to ach ieve lhe related contro l obj ectives sta led in lhe descrip1 1o n througho ut lhe period December 1, 2018 to Nove mbe r 30 , 2019 . We believe tha t lh e ev idence we obtained is sufficient and ap propriate to provide a reasonable bas is for our opinion . Proprietary and Confidential i ! Passpor t passportinc.com ifo@passportinc com 2020 Passport Labs, Inc SSAE 18 I s ■ 1 I 30 40 An exam ination of a description of a service organization 's system and the suitab ili ty of t he design and opera ting eflediveness of cont Is involves: • perfo rming procedu res lo obtain evidence abou t the fairness of the presentation of th e descript ion and the suitabili ty of ths design and operating effectiveness of those controls to achieve t he related contro l objectives slated in the description , based on the criteria in management's assertion . • asse sin g the ri ks th I the d scription is n t fai rly pre ented and ttial tl'le controls we re not s11itably designed or operating effective ly to achieve the related control objectives slated i th description . • tes ting the operating effect iveness of those contro ls that management considers necessary lo provide reaso nable assurance that lhe related control objectives staled In the descripllo were ach ieved . • evaluating the overall presenta tion of the description and th e su itab1lIty of the control object ives stated there in, and ttie sul1ability of the criteria specified by the service organ ization in their assertion . Inherent Limitations The description is prepared to meet the common needs of a broad range of user entiiies ::in d their auditors who aud it and report on user entities · financial statements, and may not , therefore , include every aspect of the system tnat each in dividua l user en ti ty may cons ide r important i its own parti ular environmenL Because of their nature, controls at a service organ ization may not prevent . or detect and correct , all errors or om IssIons in processmg or report,ng transactions , Also , the proi ection lo the future of any evaluation or the fairness o th presentation of the description , or conclusions about the suitabili ty of the design or opera ng effectiveness of the controls to achieve the related contro l objectives , is subject lo the risk that controls al a service organ ization may become i nadequate.or fail. De,;criplion of Tests of Controls The specific co ntrols teste d, and the nat re , timl ng, and results of those tests ate llst Ad in Section 4. Op inion In our opinion. in all material respects . based on lhe critena described 111 Passport's assertion, a, th e description fair ly presents the Mob il e Pay Transacti on Services System tha t was designed and imp lemented throughout the period December 1, 20 18 lo Novembe r 30 , 2019 . b. the controls related to the con trol objectives stated In th e description were suitably designed lo provide reasonable assu rance tha t the control obj ect ives wou ld be ach ieved if 1he controls operated effectively throughout the period December 1. 2018 lo Nov embe r 30 . 2019 and subserv ice organ izations and user en ti ties applied the comp lemen tary user entity controls contemplated in the design or Passport's controls throughout the period December 1. 20 18 to Novem be r 30 , 2019 . c. the contro ls operated effec1Ively to prov ide re asonable assurance that the control obj ect ives stated In u·,e de scription were ach ieved thro ugho ut the period December 1, 2018 10 Novem ber 30 , 20 19, if complemen ta ry subservice orgarnzation and use r en ti ty controls assume in t e deslgn of Passport's controls operated effectively throug hout the period December 1. 2018 to No11 ernbe r 30 , 2019. Proprietary and Confi dentiEI i! Passport passportinc.com r[o@passportinc com 2020 Passport Labs, Inc ■1 I 31 41 Restricted Use Th is report , Includ ing th e descripti on of test s of controls and re sults thereof In Sect ion 4 Is Intended so lely for the informa tion and use of Passport , user entities of Passport's Mobile Pay Transactio n Services System durin g some or all of the period De cember 1 , 2018 to November 30 , 2019 and the independe nt audito s of such use r entities . Who have a suffic ient unde rsta nd ing to consider it, along wi th o\her Information includ in g information about con tro ls implemented by user entities themse lves , whe assessing the r isks of material misstatements or user entit ies' financial statements . This report Is not inte nded to be and should not be used by anyone other th an these specified parties , Fe bruary 7 , 2020 Ta mpa , Florida PrQP<iet.ary and Confidentiol i! Passport pass portinc.com rt:o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I _ 32 42 TAB 5: PRODUCTS A D SERVICES As Passport's software and services are alwavs evolvinf[ the exact desif[n, naminf[ conventions, functionality, and support structure (as examples) may vary from what is described below at the time of service delivery. "To ensure our clients receive the latest product of(erinf[ and a superior client experience, this proposal shall expire 6 months from the bid submittal date unless otherwise extended or updated by Passport in writinll or noted by the client in the RFP" If awarded the bid, Passport will work with the City to develop a detailed Scope of Work (SOW) document which will capture a/f of the requisite services and functionality needed. This SOW will be attached and incorporated into the contract and will serve as the mutually aweed upon source of in and out of scope contract deliverables. Since the discovery session with the City may uncover additional needs or novel workf/ows possible with Passport's techno/oJN that are not contemplated or requested in the RFP, the SOW and mutually agreed upon contract terms will take precedence over the RFP and Passport's response . This proposal is conditioned upon af[reement to mutually negotiated contract terms and includes our list of exceptions/modifications. Respondents shall perform and provide these products and/or services under the terms of this agreement. The supplier shall assist the end user with making a determination of their individual needs. The following is a list of suggested (but not limited to) categories. List all categories along with manufacturer that you are responding with: • • Payment Options -The mobile payment for parking system must have the following payment options: o Mobile payment system (IVR) Comp ly. Passport can provide an IVR solution to accept payments via phone call, however, Passport discourages the use of IVR, as it has found that it is a historically underutilized (less than 1 % of all parking sessions), cost-ineffective payment option. Should the City opt to move forward with IVR, it will be the City's responsibility to procure the toll-free phone number, and any costs incurred for minutes will be automatically billed to the City. Passport will program the City-procured phone line with its IVR call-tree to prompt callers to initiate and pay for parking. o Pay by mobile application Co~ply. o Pay by web Comp ly Mobile payment for parking system (IVR) -The vendor must provide an IVR system with the following requirements: o Users can call a toll free or local number. Comp ly . o The system recognizes the user (account) based on the incoming number. Comp ly o One account can be associated with multiple landline or cellular phone numbers. Non -Comply A phone number is an identifying characteristic for an account and as such, multiple phone numbers cannot be on one account. o The IVR system must recognize user inputs by touch tones and speech. Part1a -Comp ly The system is ab le to use inputs via touch tones . o The IVR system must have menu options and dialog, including: ■ Begin parking • One account can hold multiple vehicles (license plate numbers). The system must allow the user to choose a vehicle if multiple vehicles are on the account. Co p ly ■ Extend parking-The system must have the ability to restrict extensions that are beyond the maximum length of stay. The system must have the ability to reject purchases on the same block for a set amount of time after a maximum purchase. Comp ly, ■ Sign up as a new user. Comp ly. i ! Passport pass porti n c.co m rfo@passportinccom 2020 Pa ss port La bs, Inc ■ 1 I _ 3 3 43 i ! Passport o If a user selects the opti on to beg i n parki ng, the system must ■ Prompt for a meter/block/zone ID. Corr ply ■ Query the parking system Inventory to confirm that parking is permitted at the current time. Corrip ly ■ Pr ompt for the time to park -The system must have the ability to impose a minimum time purchase. The system must have the ability to restrict purchases to increments of time. The system must reject an entry greater than the length of stay. Comp ly ■ Confirm that the purchase is complete. Comp ly ■ Prompt whether to r emind the user that the parking session is set to expire with an automated SMS or email. Nor1 -Co ,,ply. ■ Prompt for the number of minutes before the expiration to send the reminder.Non -CoMp ly o If a user selects the option to extend parking, the system must: ■ Verify that there is a currently active parking session . NIA ■ Prompt for the time to extend. N,A ■ Confirm that the extension is complete. NIA *Please see IVR Diagr am on ne xt page ... pass portinc.com r(o@passooctloc com 2020 Passport Labs, Inc ■ 1 I _ 34 44 I or security purposes, we need you to enter a 4,dig1l Pl to accegs your account . To crea te your PIN, enter your 4dig,ts now. New Parker Calls Wolcome to P.issport l You muct be calling with • cellphone that receive.s text messages to use this service. If you have an iPhone or Android, hangup now and use the Passport Parking App . Otherw ise, stay on th e line. You entered 1234 • Press 1 10 confirm 1234 Pres 2 to create a diffe,.ml PIN • Press Oto speak with an attendant • Press 9 to repeat lhis menu 1 Parking Shortouts: Press l to use Crodlt/Doblt Card 1 2 • Prass 1 to stay unti l XX hours Procs 2 to on tor tho length of your stay Press• to cancel 1 .. Press 1 to confirm • Press 2 to start over • Press O o speak w i th an attendant • Press 9 o r peat this menu You entered zone code 101 : you chose to stay until 4 :45PM, Tuesday. Your parking fee will be $3.75 . Your con11enience fee will be $0.06. Your lotal parking fee will be $3.81 . • Press 1 lo confi rm Press 2 to start over 1 Transaction Complete z ......... 0 1 Enter Debit/Cred it Card Number Enter Exp1rtat1on Month Enter Exp i ration Year ► Pros 11 you receive d a c1 atlon ► Press 2 if you have questions about the zone number ► Press 3 if vou have questions about using the system ► Press 4 if you are eKperiencing technical difficul ties i! Passport pass portinc.com rfp@passportinc,com 2020 Pa ssp ort Labs, Inc To begin, enter the Zone Number followed by the •'I" key 123 AB C, 101 Enter Lhe License Number fo llowed by t he "#" key Change ntry •1 I 35 45 • Pay by Mobile Application -The vendor must provide smart phone applications with the following requirements: i1 Passport o Mobile applications need to support existing and new Android, 10S, BlackBerry and Windows Mobile 7 versions, in addition to a browser version. Alter at1 ely Con ply Customers can also create an account over the internet through Passport's companion website, for users w ith alternative platforms to iOS or Android, or who do not wish to use an app. The site is mobile-opt imized and mimics the same look and feel of the app, for customer convenience. o Applications can be downloaded from the Android Marketplace or Apple Store, or equivalent. Cr mp ly o Applications can be downloaded or redirected from the vendor's website. Corri ply o Applications can be downloaded or redirected from NCPA's website. arnp l _ o When a user launches the application, it must: ■ Prompt for the username and password (for registered users). The application must have the ability to save the username and password to expedite future log ins. omp ly. ■ Provide an interface to sign up as a new user. Con1ply o Upon logging in, the application must have the following options, with identical functionality to that of the IVR system: ■ Begin parking via GPS, QR Code, NFC or manual entry. Non -Co n ply Passport does not support the use of QR codes, however, it provides a number of ways for customers to quickly and easily identify parking locations including Nearby zones, Recent zones, and manual entry. Recent zones will display the user's last two distinct zones based on their parking history. Nearby zones will appear when the user is within 5 miles of City zones based on the latitude/longitude coordinates configured on the back end. Users will be notified to enable location services to take advantage of this time-saving feature. Historically, Passport has found that the functionality associated with scan/tap park i ng signs has the potential to turn into negative publicity as individuals alter the static scan/tap codes to present something much more nefarious than originally intended by the City . Additionally, by the time an individual gets close enough to the sign to scan/tap, the benefit of being able to pay from anywhere is lost. With that said , Passport is open to the use of scan/tap parking signs within an environment and would encourage the City to have a universal scan/tap that can be used by any provider in the market, should the City choose to use this functional ity. This is vitally important if the City is offering multiple applications within its environment to be managed by a single source . By including a universal scan/tap, it will allow for any mobile payments provider to offer the functionality/build to the universal specification defined by the system operator/City. Therefore, the market (individual parkers) would be able to decide whether this is an important functionality or not, based on whether they are using mobile payment providers that offer the functionality versus those that do not. As a software-only solution , there is no hardware that requires NFC-enablement, therefore, a cell phone is not required to be within range in pass portinc.com rfo@passportinc com 2020 Passport Labs, Inc ■1 I 36 46 order for the system to work. However, Passport Parking is GPS-enabled, so when using the app, it will automatically show the customer's location relat ive to zones nearby, along with rate i nfo . The app offers a "Nearby Zones" feature, wh ich will display zone shortcuts for entry based on location (the City must provide latitudes/long itudes for each zone). With GPS abilities and proven signage practices, customers will be able to effectively identify zones for a quick and easy start to parking session(s). ■ Extend parking. Comp ly ■ Check account balance. Comp ly ■ Recharge account with credit card on file. Corr pl . o In addition, the application must also have the following functionality: ■ Manage account: Add, remove, or edit a credit card. Part ial ly Comp ly For secur ity purposes, only a 4-digit card tail will be vis i ble and customers will not be able to edit a cred it card number on file , but will be able to add and remove credit cards from the i r app account at any time . ■ Manage account: Add, remove, or edit a vehicle. Com pl . ■ Manage account: Select a primary vehicle. Al ternau ,el y Comp ly. While Passport's system does not have a specific "default" veh icle opti on, there are several features that make vehicle select ion eas i er. If a customer has multiple veh icles on file, each option w i ll be displayed in a scrollable menu at the bottom of the app screen for easy navigation . Each vehicle can be g iven a nickname (e .g. Bob's Honda), so that customers can eas i ly select thei r preferred veh icle f rom the account listing. The system does require the user to select which "saved" vehicle each time they park to avoid rel iance on what could be old information and the potential of getting a ticket based on a user error. ■ Manage account : Add funds to the account from a credit card. Comp ly ■ Transaction history showing all paid parking sessions by: Date and time, Duration, Rate, Total amount, Payment method, License plate number, Meter/block/zone ID . Com ly. o For new or extended parking sessions, the application must: ■ Remind the customer that the session is about to expire with a push notification on the phone. The user must be able to turn this feature on or off. Comp ly. o The application must have Industry-level standards to encrypt and secure credit card and other personal data. Comp ly Passport will provide a mobile park i ng applicat ion that enables people to easily pay for and extend parking sessions for the City. This native applica ti on will be ava i lable for free download from the Apple and Google Play st ores. To account for those parkers who do not own an Android or Apple dev ice , the Passport Parking app is also ava ilable t hrough a mobile-opti mized companion site, www.passportparking .com , which provides the same user experience and is accessible via any internet-connected device. i ! Passpor t passportinc.com rfo@passportinccom 2020 Passport Labs, Inc ■ 1 I _ 37 47 Pa r kers can create an account and start a sess ion through the app i n less than 1 minute . ... ... H tory Get d -• •••n ,., . n .... :n ._.,_ :2J .,.,_ 2, ....... .. a • 211 ..,,_ • 0 23 , "" • • 23 -- Easy account creation & quick log In LPN & space .based environments supported Powerful rate engine to manage rates, rules & regulations Credit card , w llet & unbanked payment options Account management, easy session extensions & e-recelpts •u Passport Parking User Experience REGISTRATION & LOGIN To get started, a parker w il l download the app for free from the App l e or Goog l e Play store and create login credent ial s. Fi rst, the parker will confirm the i r identity by en t ering eit her the i r emai l o r phone number to rece ive a 6-digit confi r mation code . Once their identity has been confirmed, they will remain logged in each time they go to use the app for convenient future use. If the parker wishes to log out, they may at any t i me . ..,._ ... ·-4 I ,.._ Get Started G et Started .,.,.__..,,.._, ,w,...,,..000..,21 . .,. ·•I .. _,. ·- .. 3 4 6 7 8 9 a 0 INITIATE SESSION i! Passport passportinc.com cfp@passportinc,com 2020 Passport Labs, Inc - 1 2 3 4 2 4 5 7 8 0 0 n .. • I \!I \ • • • • • 1 2 3 4 5 6 3 3 6 4 6 9 7 8 9 a 0 •1 I _ 38 48 Add Payment New parking sessions begin with entering the zone, entering in either a vehicle LPN or a parking space number (depending on whether the City operates in an LPN -based or space-based environment), se l ecting a time, and then confirming their session and payment detai ls. Passport optimizes its user flow with shortcuts at each step, stream l ining the user experience for the parker. This has made Passport Parking one of the most high ly utilized app l ications in the market, which saves the City from extensive wear and tear on its machines. In a space-based environment, once the zone is se lected, the parker will enter their space number. Passport wi ll ensure that this number is clear ly marked on a deca l " .. .... affixed to each parking meter or on the ground in front of the space. As the parker enters each digit of the space number, the app will uti lize a dynamic function to remove unavailab le spaces . !Hll OUll The parker can either se l ect from common session durations, such as minimum or maximum, or can specify a specific duration as configured by the City. If there are changes to the parking rates tied to specific times of day or the number of hours parked, these will be clearly defined for the parker above the time se l ection options. -...... • ..,,_ ~WERT~ .U I ~ P .• s· ,!l F G 1-J; i< 1. PAYMENT METHODS When starting their first parking session (not at account creation), the parker will be required to enter payment information. To enter a new credit card, the parker will input the card number, expiration date, CW, and zip code. ♦ ;:; J C .'1 . ti N M <iJ !.• ..... Passport's availab le payment options are all major credit cards (Visa, MasterCard, Discover, AMEX, etc.) and credit-card issuer backed debit cards (i.e. the Visa/MasterCard logo is present on the card). All parkers will be required to confirm their payment when starting a session. The acceptance of payment through App l e Wallet, and Goog le Pay are all payment options definitively included on Passport's product road map, schedu led for re lease by the end of 2020. The confirmation page clear ly outl ines the zone, space number, vehicle parked, start time, end time, parking fee, convenience fee, and payment method. When the parker .. , .. --- confirms the detai ls, the payment method will be authorized by the gateway. Pre-loaded, Clos d Loop Woll s l lf.. l .a..tii) Passport's mobile so lution can be configured with a pre loaded, closed-loop wallet, enab l ing customers to easi ly create and manage a digita l wallet directly from the application, to be used among other avai lab le payment methods. Many clients have utilized this feature to minimize physica l interactions for payments and transition toward a digita l so l ution that is easier to fund and manage. This wallet allows customers to pre-load a l arger sum of money onto their account, which will then be debited each time the parker pays for a transaction via mobile wallet. When customers use this option, i! Passport pass porti nc.com rfQ@passportinc com 2020 Pa ss port Lab s, In c ■ 1 I 3 9 49 the City will receive the full value added to the customer's wallet the moment it Is purchased, regardless of when they use it to park. The digital wallet ls dually advantageous as it saves the City money on merchant processing fees and it allows the customer to avoid multiple small charges for parking sessions as the full value of the wallet is authorized at once upon re-load, as opposed to each individual subsequent transaction . City administrators can create and manage wallet offers in the back office. Wallet offers can be set up with City-specific configurations such as preset wallet amount requirements, minimum recharge amount requirements , auto-reload capabilities, and other settings. Once the wallet is created, customers will be able to purchase a wallet to use for parking sessions . PAYMENT CONFIRMATION All customers will be required to confirm their payment when starting a session. The confirmation page clearly outlines the zone, space number (if applicable), vehicle parked, start time, end time, parking fee, convenience fee, and payment method . When the parker confirms the details, the payment method will be authorized by the gateway. Any payment method that is incorrect, fraudulent, or has insufficient funding will be denied and the customer will receive a notification that payment was not confirmed and the "Active Session" screen will not appear on the app . After a session is completed, they will receive an email receipt detailing their session. All previous parking sessions will be accessible from the History screen within the app. All receipts can be accessed at any time, with the option to resend via email as needed. NOTIFICATIONS & EXTENSIONS Once the parker has started their session, an Active Session tile will show on the app 's main screen which shows the zone , session end time, and other key details about the session. As the session nears its end time, parkers will receive a notification from the app reminding them that their session ends soon. Depending on the City's preferences, parkers can be given the option to remote ly extend their time upon notification of nearing session expiration. Limits can be set on extensions by the City to help increase overall parking compliance , encourage parking turnover, and ensure customers are not abus ing this convenience. Passport's app does not charge the customer's credit/debit card until the end of the sess ion, meaning that extending a parking session only incurs a single charge for the parker and a single merchant processing fee for the City. UTILIZATION SUCCESS STORIES Below are some examples of the success of Passport's mobile app, which has been implemented in thousands of locations nationwide and has experienced h igh app utilization rates. The City of White Plains, NY, with the help of Passport's marketing expertise and exceptional customer support, went from 7.3% utilization with their former provider, to 45% utilization using Passport Parking, within 1 ,5 years of the switch. Passport also he lped the City of Savannah , GA transition from physical meters to a mobile solution, resulting in $200k processed in mobile sessions across 60k app sessions on a monthly basis in 20 19 . Fina lly, the City of Gainesv i lle, Fl, in partnership with Passport, experienced seven times the amount of mobile transactions and over eight times the value in mobile app revenue within the first six months of switching to Passport's solution. Passport is happy to provide additional case studies on the success of its products and services and is confident that the City will reap the same benefits . USER & COMMUNITY ADOPTION i1 Passport pass porti n c.corn ifo@passoort1 nc, rom 2020 Pa ssport La bs, I nc •1 I 40 50 Paid parking is critica l to create turn over, which he l ps businesses thrive, but residents who frequent these l oca l businesses often voice the ir concerns about frequent ly overpaying to support these businesses. Passport Parking allows l oca l merchants to va l idate their customers' parking sess ions using discount codes . This creates a win -win -win dynamic for all parti es invo lved ; the City increases parking revenue, parkers are incentivized to shop locally, and l oca l businesses gain another opportunity to reward l oya l customers . Additiona lly, Passport's merchant va l idation program puts all of the too ls necessary to create , manage, and track validations directly into the hands of the merchant, r idding the City of the burden of such management. Ho Merchan Va/1dotlon W rk 1. Merchants l oad a ba lance on t he va l idation account management site. 2. Merchants create codes for a predetermined amount to all ow customers to discount their parking sess ion. 3. Customers enter the code to receive a d iscount for their parking session . 4. Va lidation amount is then deducted from the merchant ba lance and transferred to the City. V lldltllon Codt Merchants of the City w i ll be ab le to utilize thei r own version of the Passport back office to create discount codes and manage customer va l idation. They w ill create an account for their business with a payment method that w i ll send funds to the City. Once set up, the merchant can create discount codes, setting the amount, expiration date, and customizing any restrictions as needed . Merchants can keep track of all codes that have been va li dated through their accounts and can recharge their accounts as needed. Passport Parking User Interface Features ACCOUNT MANAGEMENT Customers will be ab l e to easi ly manage all aspects of their account through the My Account page --including contact i nformation, vehicles, and payment options --as well as see an entire history of their parking sessions . Here, they w i ll al so be ab l e to edit their profi le, access support too l s, and update account settings . Please refer to the Account Mar,ugemenc section be low for full detai l s. SHORTCUTS Quick Par For repeat parkers, past sessions can be repeated in just one click with Passport's Quick Park . By recognizing parkers' patterns, the application will automat ica lly pu ll up the parker's most used sessions --including zone, duration, and payment method . Parkers can swipe through these sessions and easi ly repeat them. This l ends itse lf to Passport's application being high ly successful. Pro r ssiv Profilin Once customers down load the app for free and create login credentia ls, Passport reduces the time taken for first-time payments through a method called progressive profiling. This is where Passport collects the minima l amount of data needed, as parkers on ly need to enter a va lid emai l/phone number and payment information. Card payment information is on ly i ! Passport pass portinc.com rfo@passportlnccom 2020 Passport Labs, Inc ■1 I 41 51 requested once a transaction is initiated, in an effort to streamline the reg istration and avoid 'hang ups.' Passport has conducted thorough testing and found that this process ensures simple registration and promotes a rapid uptick in app adoption. Passport is the only provider that offers this simple registration process, which increases utilization for clients. e ~nt and N orby Zo These features enable parkers to quickly initiate sessions based on their previous actlvity and location. "Nearby Zones" identifies parking locations when a customer is within 5 miles of a City zone , based on latitude/longitude coordinates configured on the back end. Customers will be notified to enable location services to take advantage of th is time-saving feature. "Recent Zones" will display the customers last two zones based on their parking history for quick location selection. END USER SUPPORT Customers will have a number of resources available to help resolve app issues or concerns available 24/7 via the in-app "Support" page . Here, customers can access an FAQ page where they can begin typing a question or key word which will provide helpful information regarding the app technology and its functionality. Support also includes a contact feature that allows customers to submit questions or describe an issue, automatically opening a ticket with the Passport Support team and end users can also reach the Passport End User Support team directly from Monday -Sunday 8AM -9PM EST via phone at (704) 817-2500 or by email at support@passportinc.com . • Pay by Web -The system must provide a website with the following requirements: o Participant must have the option to have a customized website {e.g. http://www ... com/NCPA) or use the participant's standard website. o Support desktop and mobile browsers. Comply o When a user launches the website, it must: ■ Prompt for the username and password (for registered users). The website must have the ability to save the username and password locally on the device (PC or phone) to expedite future logins. Corrip lv ■ Provide an interface to sign up as a new user. Corn ply o Upon logging in, the website must have the following options, with identical functionality to that of the mobile application: ■ Begin parking. Comply ■ Extend parking. Comp ly ■ Check account balance. CoIT'p ly ■ Recharge account with credit card on file. mp lv, ■ Manage account. Comply ■ Transaction history.Comply o The application must have Industry-level standards to encrypt and secure credit card and other personal data . Comp ly Passport Parking Companion Site Passport's service offering also includes a parker-centric website, which enables users who are using alternative platforms or who do not wish to pay for parking Vla application . This website is available on all internet-connected devices and features all of the same core functionality as the mobile parking application. This enables customers to pay for parking via other devices such as laptops or tablets and is accessible via all modern web browsers . The site also mimics the same look and feel of the app enabling this population of customers to i1 Passport pass portinc.com rfo@passportinc com 2020 Passport La bs, Inc ■1 I 42 52 have the same user experience as those using the app . Customers will access the website at https ://park.passportparking.com/park/ and follow the prompts to register if they are a new user, or will otherwise proceed to entering their phone/emai l and associated 4-digit PIN to l og in to their account. m Pas sport Parking , __ ____ _, ~ 0 , ... ,, ..... , ... ., C ._,, Once l ogged in , customers will enter the applicab l e zone number based on signage/deca ls in their parking area. Dependent on the particu lar zone, customers will either enter a space number or choose a l icense plate number that will be associated w ith their parking session . ..____.. .._____... -........ ,-0 ... ,, ....... .,, , ....... ". - ,.,, , ..... ··---· ... A M-... , .• ,._ -------------"'"" ·"'"'', .. ,., ......... . Customers will se lect their duration either from predefined minimum/maximum options or through a custom duration se lection. Please note, customers will be notified if they attempt to se lect a duration that exceeds the maximum parking allowed for that location and will be prevented from proceeding to the fo ll owing screen . Customers will be required to confirm i ! Passport pass portinc.com rfo@passportinc.com 2020 Passport Labs, Inc •1 I 43 53 their session prior to initiation, and the app will include all details re lated to the session -- including zone, location, space or LPN , start/end times, parking fee, convenience fee, and payment type. - 1 lou, .. ,... . Once i nitiated, an active ti le screen will appear indicating the time remaining on that session. The screen wil l also include "Session Options" where customers can extend the i r session, stop their sess ion, see any avai lab le discounts, and obtain additiona l information about the zone. In regard to account management, customers wi ll have all the same functiona l ity as the mobil e app. There is a full menu on the left-hand sidebar of the website (see th i rd image i ! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 44 54 above) where customers can manage the ir parking account i nclud ing the options below . Please also see Account Management below fo r additional details . • Up dati ng profile information • Adding/removing payment options • Adding/removing vehicle options • Accessing support tools (submitting bug report, querying FAQs) • Vie w Passport's Privacy Policy and Terms & Conditions Passpo rt ensures security and privacy of da ta across all product offerings, i ncluding the smartphone application and the accompanying companion website. Credit card numbers are encrypted with AES-256 with a rotating encryption key and all sensitive information is stored in an isolated card storage database per best practices. All transa ctfons are tokenized at the point of transaction, meaning that credit card In formation is encrypted from the time a user inputs data in to the system . Passport's server then reads the tokenized informati on and sends the proper data to the merchant processor. Tokenization reduces the risk of cred it card frau d in the event of a breach since there are no actual credit card numbers ever stored or transferred in the system. • Account Management -The system must provide multiple ways for a user to manage his or her mobile payment for parking system account. This section contains the requirements for account management. i ! Passport 0 0 0 0 0 All interfaces for account management must have industry-level standards to encrypt and secure credit card and other personal data. C m1 ly Users must be able to create and manage accounts through a website (desktop and mobile versions), mobile application, IVR system, and through a live customer service representative . Partia l lomply. While customers can create an account via IVR , th ey will not have access t o account management through this method. Customers who registered through this method can access their account information via the compan ion website. Users must be able to create new accounts with the following parameters : ■ Username (email). Co p ly ■ Password Cof'Ylp ly ■ Phone number(s). Co p ly. ■ License plate number(s). Con-ply. ■ Credit card number Comp ly. ■ Billing name and address . Comp ly Users must be able to access a history of all transactions made on an account and be able to view reports and receipts showing: ■ Date and time. CoMp ly ■ Duration omp ly. ■ Rate Comp ly . ■ Total amount. Corr p lv. ■ Payment method. Comp ly, ■ License plate number. Compty . ■ Meter/block/zone ID. Camp i~ Users must able to configure reminders for session expirations, including the ability to: ■ Enable or d isable reminders. Comp ly. ■ Configure the type of reminder (SMS or email). omr,ly. pass porti n c.co m rfo@passportlnc com 2020 Pass p ort La bs, Inc ■ 1 I 45 55 o When funding an account, the system must have the ability to Impose a minimum charge/recharge amount. Comp ly o The system must have the ability to automatically notify a user and/or recharge the account if the account balance falls below a certain amount. Al rnat ive ly Corrply The Passport parking app l ication provides a prompt before a customer begins a parking session notifying them that their wallet must be re lo aded to pay for the transaction . Additiona ll y, customers are immediate ly notified if the credit/debit card being used has insufficient funds. o The system must be able to support both pay per transaction and pay out of a "mobile wallet" models. on p ly ■ The participant must explain any difference in cost between these two models. Co 11 I~· Passport Parking Account Management Customers will have access to full account management regard le ss of whether they use the app l ication or the companion website. Customers will create their account via phone number or emai l and a unique PIN. Customers are able to reset this PIN once successfully l ogged in. The app l ication wi l l keep the customer logged into their account every time the app is opened , making account management as convenient as possible . The website will save the username lo cally on the device, on ly prompting the 4-digit PIN , for expedited account access . Customers can easi ly log out of their account at any time. The account will inc l ude a profile page that includes the customer's name, phone number, installed app version number, and User ID. Customers can log out of their account from the profi le screen. Parkers can togg le a variety of other settings from their account i1 Passport • Notifications can be turned on or off as desired, via system preferences for the app of the dev ice in use. • For language settings, the app enables language lo ca l ization, meaning it automatically uses the l anguage based on the device's language setting, but can be changed at any time. Passport currently supports English (US), French (CA), Spanish (MX), and Eng l ish (GB). If the phone's language is set to something other than Eng l is h, Spanish , or French, the app l ication will default to Eng l ish. • Parkers may create, manage, and delete vehicles associated with their account. During the create session flow, parkers may choose between using previous ly-added vehicles and creating a new vehicle, and will manage these saved vehicles within their account. • Customers can manage their payment options to be used for mobi l e sessions . Only the 4-d igit card tai l will be v isib l e and customers will not be ab le to edit the credit card number, but may de l ete cards and add new ones as necessary. Customers can also manage the ir digital wallets by loading additiona l funds into the ir account. From a cost perspective, transactions for customers using a mobil e wallet will be authorized on ly once, at the time of wa llet re lo ad, and the City w ill receive the full va lue of funds at the time of reload . For card payments, the customer's credit/debit will be authorized for each in dividual transaction. pass portinc.com ifo@passport1nc com 2020 Passport Labs, I nc •1 I 46 56 For Parker Support, the account provides FAQs, Terms & Conditions , and Privacy Policy. Parkers can contact Support directly via a 'Contact Us ' link (iOS) or message icon (Android) that is visible on the FAQ screen . ,. 0 My Account '""''""' .... _ < History .. '1M 25 19·14•m . -8 ""'""' 23 ' 22 0 ->,di.m All customers will have access to their Parking History, which displays a full list of all prev ious parking sessions that were in itiated from their account. To view more details about a session in the list, parkers may tap into the session to see a full breakdown of session details, in clud in g zone in fo, start and end times, fees, and payment type. From here, a customer can resend a receipt, as needed . -· 16 8:47am 23 IVMt .... 1'111111 ,-..,a 19 1;:a9_, ... Administrator Requirements • Administrator Portal -The system must provide a website accessible only to designed system administrators. Comp ly o Customer service representatives must be able to create and manage user accounts. Ofl1ply o Customer service representatives must be able to activate or deactivate mobile payment system user accounts. Pa 1al Co1T1p ly. Passport's back offic e allows City administrators to deactivate/suspend accounts but does not allow for accounts to be activated by City admin istrators. o Administrators must be able to run reports on transactions and accounts. Comp ly. o Administrators must have an interface to query transactions for ticket adjudication purposes. Comp ly . • Reporting • The system must provide reporting functionality to designated administrators of the system. These reports must include data on: i! Passport o Transactions made by: ■ License plate number. Comply ■ Phone number. Non-\...omply Passport Intentionally limits the exposure to Personally Identifiab le Information in order to maintain its high standards of security and PCI compliance. There are other ways to recognize a specific user without risking the exposure of PII such as User ID or Transaction ID . ■ Username/account number. Comp ly ■ Date and time. Comp l y ■ Duration Comp ly. ■ Rate Comp ly. ■ Total amount. Comp ly . ■ Payment method. Comp ly. ■ License plate number. Comp ly. ■ Meter/block/zone ID . Comp ly. o Account sign ups. Comply . o Account charges/recharges. Comp ly. o The system must allow reports to be exported to: ■ Microsoft Excel. Comp ly pass portinc.com r:fp@oassportinc com 2020 Passport Labs, Inc ■1 I _ 47 57 ■ Text files. l)fl•Comply. ■ Database flat flies. Non-Comp ly ■ Direct connection with another database. Comp ly o Reports must be available for viewing or download within reasonable time. The participant must provide performance metrics on its reporting tool, with scenarios such as: ■ Number of new accounts per week. Comply ■ Amount of transactions per day by meter/block/zone ID. Co ly ■ All transactions in a calendar year-. Comp ly • Parking System Inventory -The system must have the option for a web-based tool to manage the Inventory of the parking system. This section describes the requirements of the inventory management tool. o The inventory must hold information on each meter/block/zone, including its: ■ ID Comp ly ■ Address Comply ■ Status (active or inactive). Cor 1p ly. ■ Rate Con ply ■ Hours of operation. Comp ly ■ Hours of restrictions. omp ly ■ Maximum length of stay. 1..ornp ly o Once a change is made to the inventory, the system must be either updated immediately or queued for update at a set time. Comp l y. o An administrator must be able to use the tool to manually update the attributes of a single meter/block/zone. Alternat ive Comp ly Passport offers complete visibility and discretion over the configurations for a particular zone. Passport's Product Support team can define un ique attributes for the different zones across the City's parking environment. This cou ld mean flexing parking costs based on t i me -of-day, implement ing different m i nimum/maximum parking durations, or limiting/preventing park ing extensions for each particular lot or parking location . These attributes and nuances are maintained by Passport's Product Support experts on the back-end , who have supported some of the most complex park i ng environments nationwide including Chicago, IL, Toronto, ON, and Boston, MA. o An administrator must be able to import a file to update the entire inventory. Alternat ively Comp ly . While Passport does not provide system updates to the enti re parking inventory through a single-file up load, Passport will ensure that any necessary updates to the City's parking environment will be implemented by Passport's expert Product Support Team to ensure that inventory is kept up to date. ADMINISTRATOR PORTAL All Passport products are accompan ied by the Passport back office system wh ich will allow the City to manage and oversee its par king environment i ncluding monitori ng sess ions, managing wallet offers, and conducti ng analytics reporting. Passport's back office is accessible from any modern browser. i ! Passport pass porti nc.com r[o@passportlnc com 2020 Pa ssport Lab s, In c ■1 I 48 58 - S urit All user interfaces require a unique user ID and password . The password's strength requirements include a certain number of characters and length . The default configuration is an eight character password containing one numeric character. The City may customize their password strength requirements, including length , upper case letters, lower case letters, numbers, special characters, and password expiration dates. During implementation, Passport will work with the City to establish password standards that meet City needs. The City can also create login credentials for its staff that match local credentials for a streamlined system from a system user perspective . MAIN ADMINISTRATOR The City will assign a main administrator that will have full discretion as to how system access is distri buted. The main administrator will manage all other accounts including account creation, access control, and password resets. As the main administrator will have full access and control over the entire system , this designated person should hold a position of trust. Access perm issions will be defined during implementation and will thereafter be managed by the main administrator, as mentioned above. Within the back office, the "Roles" module allows the main administrator to change the back office access for an entire role . Common roles In clude : Accounting/Finance, Customer Service, or Enforcement team members. Based on those roles, the main administrator can set access controls, meaning access to specific functions and features can be "turned off' depending on a user's role within the City. Multiple roles can be assigned to one user. AUDIT TRAIL Each user will have a unique log in ID and password credentials to keep an audit trail of all actions within the system and prevent impermissib le access. Each t i me a user attempts to log in to the system, they must enter these credentials, and the login will record on the Admin Audit report. Through the back office "Reports" module , administrators can also run i! Passport pass porti nc.co m ifo@passportlnccom 2020 Pa ss port Labs, In c ■1 I 49 59 the Admin Operator User report which disp lays changes to system ro les or users (e .g. permission changes, system view changes, new users, etc.). ROL E-BASED ACCESS The back office offers customizab l e permission-based user groups for different leve l s of access for City staff, specific to their operationa l ro les and responsibilities . In the interest of security, a ro l e may on ly be ab l e to have a certain dashboard view, reporting access, etc. when using the system , and the main administrator is capab le of restricting access to every function and feature . COr'\r.lU. •ue: JiC•Ule~ 0 $, t lfl& (U!rllS O:i:pfay 0 U )ii:r, e Atp,,,t"ts o G r;n:.nd.t men..i 0 n1uom11rmMi, 0 Tick..-tlo.,,n'lllfli. () fi,,-,,..~,,u SUSP ENDED PA RKERS Suspending an account temporari ly prevents a parker from accessing their account. This is typica ll y used where the parker has tried to use fraudu lent payment methods in the past or has otherwise abused the system . To suspend the account, the operator will look up the parker in the back office. The parkers account page includes an option at the bottom to Suspend and requires a reason for the suspension . Once the reason is provided, the account will be suspended and a new box will appear on the account profile page l isting the Suspension Information: date and time, operator, reason, and user. To remove a parker from suspension, the operator can l ook up the parker again and click "Remove" next to the i! Passport passportinc.com rfp@oassportlnc com 2020 Pa ss port Labs , Inc •1 I 50 60 line item with Suspens ion Information. Once cl icked , they will be asked to confirm the ir decis ion and the account is removed from suspension. Report Details Hi • l"t'IO 1 :,1 ,_ •n,il'.,(I ... JI' .110.._•1 10·•01-0 •1oo<ti.rpfTgm!ol'20f14lh..C. ~t .,-,d,~wo~t--s:.-i,.,i-..., (j ~ •;)&;.21 1/J/2Clt 4, ' ll3 r,•.,., • ,, ~ Ill'> Sl iQ 20''-0107 ,..,.,,.,.6/.,,. od~ 11tr,1N1Hm,'4 floffl nt ksoysNt.._,. rul 1 i;:J,l-~ l CICKfd >II l 'l'JJ 781< 1 ll00 l'1'4(Tl-'fl IJlll'Nf .,.., IU & w.1, r, twrMO M tr WO..,W,M °'"° "= '"'~ I 1tn,~1 ,a~ u sn zo·,0111 r1JII G.I~•. U:~!,.l i,5S(6 ' ,. 12.0 t 11,11 20'4 01 l• C rdhold~d lffilU'NShtff d'-'•t•ttt.tnM<Wnev'ffl~~4' ow4tdc~d ~o mt on tw ruff .. ·1-u ,o ~orwlhM ~ ,...,.,.rt~,.~ t111til nw'-"' »1pn111,, , .. ...a ...,,, ,e.,, • .., ,o•4-oa.,. Ch.to ., .. u,rn,d•h~l'IOU4dl1t:1a.-.. 1 , .. , ....,, r •J:45JI •nSG ,., ► o,n ,. SI H2 zo•, 011 UQw.l l d c,.,V,w lln O\llfll.'d b«.li., h.tt.i?W~ •ull .. •"10S, City administrators will have the ability to run reports on transactions, accounts, and query transactions for ticket adjudica t ion purposes. Please see the Report.ing section below for additional details. REPORTING The Passport Parking back office comes stacked with the most robust report ing capabil ities in the industry across its 25+ standard reports with unique data visualization tools . Back office reports will allow the City to ana lyze the i r environment and make data-driven decisions . Predefined Reporu Passport's predefi ned reports cover a myriad of topics re l ated to the enti rety of the City's parking environment. In running these reports, the City may choose the time frame, be i ng as broad as all transactions and as spec ific as a given day. Below are examp les of reports that Passport clients can access from any modern browser at any t i me . i ! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 5 1 61 Report Type Description Transaction Report Daily Total Revenue Summary by Zone Validation Transactions Merchant Report Utilization by Space User Report i ! Passport Daily Total passportinc.com rfp@passportinc com 2020 Passport Labs , Inc Provides detail of every transaction in clud ing the: • Space or License Plate number • Username/account number • Date and time • Duration • Rate • Total amount • Payment method • Meter/Block/Zone ID Prov ides summary of transaction count and revenue by day Report shows summary data by reporting zones, allowing the City to see information by pre-defined geographic areas Details validation occurrences by local merchants Provides transactions based upon the date and time of merchant processing capture Shows most utilized spaces Report summarizes new and unique user activity of the pay-by-phone parking solution Tra sac ion po •1 I 52 62 AdHocR port As ide from the predefined reporting, Passport will also work with the City to create custom reports . Whenever a custom report is generated for a specific City, that same report will be made ava ilab le to a ll othe r clients . From the web based back office , all reports can be down l oaded • at any time to Microsoft Exce l fi les and emailed as necessary • EXPORT w ith the click of a button . The City can also schedu le certa i n : ~ EX C EL reports to run automatically and email to re levant staff : • accord ing to a City-defined time l i ne. Passport's reporti ng funct ionality w i ll provide the City with aggregated data to ana lyze trends, predict f uture progress , and Imp lement City -w ide in it iatives backed by real -t ime insights . As mentioned above , j n the interest of security, a ro le may on ly be ab le to have a certain dashboard view, reporting access , etc. when using the system. From any modern browser at any time, City staff with access rights can access the back offi ce Reporting modu le. PARKING SYSTEM INVENTORY As a Software as a Service (SaaS) provider, Passport does not prov ide park ing meters or ho l d inve ntory for phys ica l meters, however, Passport integrates w ith dozens of industry-leading sing l e-space and mu lti -space meters prov iders t he i ndustry including IPS, Digita l Luke II , Flowbird (CALE/Parkeon), MacKay, POM, among many others. Passport w ill work wi th the City to i ntegrat e with its vendo rs, as necessary, to share and st reaml i ne data across t he City's park i ng operations . Passport w ill update all bl ock/zone i nformation for a ll data po i nts listed above . Dur i ng imp l ementation, Passport wil l work with the City to defi ne its parking zones , ru les, and restrictions i n accordance with City business ru les. Passport's mob i le payment so l uti on empowers clients to support the i r dynamic parking environments and the peop le that t r ave l wi t hin them. Passport offers comp l ete visibil ity and discreti on over the rates in place throughout park i ng locations. This I ncludes managing var ious rate structures, ove r rid ing rates for events or ho l idays, and i mp lementing new rates w ith the assistance of Passport's Product Support experts. The following examp les demonstrate some of the r ate configuration capabi lities uti l ized by Passport cl ients : i1 Passpor t • Multiple Time Limits/Day: Passport can easi ly accommodate mu ltip l e time limits in a given day. Rate Chains can be fo r as short as a m i nute or as long as a day, given the regu l ations on that blockface . This allows Passport to configure the most comp lex rates, including multipl e t i me limits in a day, increasing rates, and prorated rates . Additi onally, with Passport Park ing, the parker will be ab le to clearly see the change in rates based on the time of day . • Event Rates: T he City can create event rates, which will override ex isting rates , to eas i ly accommodate specia l events and capture add it ional revenue. The event rate se lects a particu lar zone. with a specific start and end time and rate start time. The Cfty will also have access to an Even t Summary Report, wh ich w i ll show the r evenue pass porti nc .co rn rfp@passport1nc com 2020 Pa ssp ort La bs , I nc •1 I 53 63 captured from events within a specific time frame, the number of transactions, and deeper dives into Individual event details . • Holiday Rates : Passport can accommodate holiday parking through either free parking, custom rates, or through parking restrictions wh ich will be set up during implementati on . Once rate changes or parking restrictions based on a particular event or holiday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an applicable zone. • Minimum/Maximum Durations: Passport can work with t he City to define a zone 's minimum (e.g. 15 minutes) and maximum parking duration and is able to configure the rate such that users are able to select increments up until the maximum park i ng t ime , depending on how long they intend to park. 1mplementat1on of Rate Changes The t iming of rate configurations can vary depend ing on the complex ity of the change, however, once changes to rates are configured by Passport's Product Support team, these updates can be pushed into the live environment effective immediately or scheduled for release according to a City-defined date/time. Other Technical Requirements • Data Security-The system must exercise industry standard protocols to ensure the protection of any data stored and transmitted in the system, including: o Securing physical servers, storage, etc. Cor,p ly o Firewalls to protect against unauthorized access. Comp l y. o SSL encryption on websites. Comp ly o PCI PA-DDS level 1 compliant on all applicable data. ':.omp ly. o SAS 70 Type II certified before the Notice of Award. CoMp ly. o The participant must minimize NCPA's exposure to sensitive data, such as : ■ Credit card numbers. ColT'p ly ■ Personal information of users. comply ■ The participant must describe its data security plan and disclose any breaches of security. Comp ly Passport's core competency is mobile payments and has t herefore made every effort to ensure a secure payment experience. These efforts include PCI -DSS compliance, SSAE No. 18 audits, and white hat testing by a big four consulting firm. Passport utilizes both Open Web Application Security Project ("OWASP ") and Web Application Security Consortium ("WASC'') to stay up t o date on the latest security news and vulnerabil ities that may affect its services . Passport also utilizes Ubuntu security email distributions for information related to vulnerabilities specific to its operating sys t em . PCI -DSS COMPLIANCE Passport maintains PCI-DSS Level 1 Vers ion 3.2 compliance and will cont i nue this top level of secur ity throughout its lifetime of business. At its core , Passport is a payments company, so privacy and security are considered foundati onal . Please see Venc/01 c rttficotions above for Passport's PCI Compl iance Certificate. i ! Passport passportinc.com rfo@passportlnc com 2020 Passport Labs, Inc ~~ COMPLIAHT ■ 1 I 54 64 DATA OWNERSHIP There are four d ifferent types of data involved with Passport's solutrons, and data ownership is determ i ned by the type of information involved. Please see below for explanation and ownership details : • Operational Data is data specific to the City's operations that is provided by City to Passport . The City owns this data and permits Passport to use it. (e.g . rates , cost of t icket, etc.) • Personally Identifiable Information (Pl!) is information that permits the identity of an ind ividual to whom the i nformation applies to be reasonably determined or i nferred by either direct or i ndirect means . Th is data belongs to the end user. (e .g. LPNs, addresses, etc.) • PCI -DSS Data is data concerning cardholder accounts; the card networks and/or the end user own this data , but Passport Is perm itted to use it and is obligated to secure it in accordance with PCI -DSS . • Activity Data is data generated through Passport providing services to the City, and by end users ' interactions with the services or with Passport di r ectly, that is not otherwise PCl-055 information or PII. This data is owned by Passport, but Passport can agree to expose or otherwise make available some of it to the City for its i nternal use . All mobile pay session data w i ll be access ible to the City in real-time through the back office . Access to certain data can be set with access rights depending on the employee 's title. Upon termination of the contract for any reason, the City will be able to extract historical data as it relates to the future of City's parking management. Once the City has exported all necessary data, Passport will have all data purged from the system. DATA BREACH PREVENTION Passport is first and foremost a payments processing company, bringing this service to its clients through its advanced technology. In order to do this effectively, security is paramount to operations at Passport. Passport processes over 1.9 billion mobile payments, all while going above and beyond required security measures to provide peace of mind to cities , parkers , violators, permit holders, and r iders . i1 Passport pwc A-LJG VISA masteroord • PricewaterhouseCoopers has conduct ed ethical hacking on Passport's system . • Passport hires A-l!GN t o ass ist in meeting specific aud iting and security assessment needs. A-LIGN helps navigate secur ity standards for credit card transactions and ensures that Passport continually meets and exceeds those standards. • Passport utilizes Secure Socket Layer (SSL) to securely transfer sens it ive data between t he applicat ion and servers. SSL is the standard security technology for establishing an encrypted link between a web server and a browser. This l i nk ensures that all data passed between the web server and browsers remain private and Integral. pass portinc.com rfp@passport1nc com 2020 Passport Labs, Inc •1 I 55 65 • Passport is listed as a certified gateway provider on both Visa and Mastercard's national registries . Additionally, Passport is recognized as a sponsored service provider for both companies . In addition to these security measures, Passport util izes multiple levels of security to secure against data breaches and/or theft --including VPN, encryption, intrusion detection, penetration testing, and file integrity monitoring. ROLE-BASED ACCESS All Passport user interfaces require a unique user ID and password, to ensure that data is safeguarded from unauthorized access . The password's strength requirements include a certain number of characters and length . The default configuration is an eight character password containing one numeric character. The City may custom ize their password strength requirements, including length, upper case letters, lower case letters, numbers, special characters, and password expiration dates . Each security measure plays a specific role in preventing access to data that resides i n the system and allows clients to fully trust their partnership with Passport. AMAZON WEB SERVICES Through partnership with AWS, Passport stores all data securely, with both electronic and physical measures in place . Only Passport has access to stored data, which Is encrypted and protected by firewalls. Passport has built the infrastructure of its technology to maintain system upti me in the event of even the most severe technical problems. Passport, in partnershrp wl th AWS, safely stores all data electronically in the cloud. In add ition to encryption methods and firewall protections, AWS employs physical security measures to protect stored data, including r estricted access based on a valid business justification and and phys ical access points recorded by CCTV. • System Availability -The system must provide redundant/failsafe servers which ensure at least 99.9% uptime of all components of the system, including: 0 0 0 0 0 0 0 IVR, including the availability of live customer service representatives. Co rnp ly, Mobile applications. Com ly User and administrator websites. Co, pl v. Integration with existing multi space meters {only for the Integration part for which the participant Is responsible). Comp ly. Integration with existing enforcement systems (only for the integration part for which the participant is responsible). Cornp l . The proposed system must be able to handle up to so million mobile payment transactions per year, including up to 12,000 transactions per hour. ComAly The system must provide system uptime reports from the past 4 years and also provide a plan to scale the system to support additional users and transactions. Comply Passport is constantly pushing automatic updates, storing backups, and making overall improvements to its solutions and services without interrupting its 1200+ clients . If there were to be any issue that caused interruption for the City, Passport has automatic backups stored for real -time restoration so that the solution can continue to work for the City while Passport's engineers work out the issue . i1 Passport pass portinc.corn ifo@passaort1nc wrn 2020 Passport Labs, Inc •1 I 56 66 AMAZON WEB SERVICES Through partnership with Amazon Web Services ("AWS"), Passport stores aws all data secure ly, with both electronic and physical measures in place. Only Passport has access to stored data, which is encrypted and protected by firewalls. Passport has bu ilt the infrastructure of its technology to maintain system uptime in the event of even the most severe technica l problems. SYSTEM BACKUPS & REDUNDANCY All Passport systems and data are hosted on redundant servers that rep licate and backup data on a recurr i ng basis to ensure systems stay functiona l. Passport has bui lt its techno logy framework to endure even the most critica l technica l prob l ems to maintain system uptime. In the event of a natura l disaster or power failure in its East Coast server, Passport will automatically uti l ize the other active server, with no lag in performance. Passport's system of interna l qua l ity control and ongoing system maintenance ensures any technica l issues experienced are never critica l to revenue or overall system functiona lity. In the event a technica l prob l em does surface, Passport has dedicated staff and established procedures in place to reso lve every issue as quickly and thorough ly as poss i ble. DISASTER RECOVERY Passport maintains a comprehensive IT disaster recovery plan , which is forma lized and assessed regu l arly. The pl an covers all essentia l and critica l infrastructure elements, systems, and networks in accordance with key business activities . The disaster recovery plan covers a myriad of potentia l threats and disasters to the system, as well as the remedia l actions that shou ld be taken in the event of disaster. Passport has contemp lated and p lanned for every possib l e scenario, inc luding failures of each partner in the process. Shou l d a disaster occur, Passport's Disaster Recovery Team will assess the situation and is responsib l e for establishing faci lities for an emergency leve l, restoring key services, recovering to business as usua l, coordinating activities with third parties, and creating the incident report. To prevent disasters from happening, Passport undergoes a number of preventative checks and verifications . These checks are run al ongside the production database, l ooking for anoma l ies and discrepancies in the system. Following any incident re quiring the Disaste r Recovery Team, a report is generated outl ining the incident, the peop le notified, the actions taken, the outcome, and a full assessment of the effectiveness of the recovery as well as a breakdown of "lessons learned ." SCALABILITY & UPTIME Passport has the ability and know-how to sca le in each installation, expertise in processing massive transaction vo l umes, and is constantly updating and improving its techno logy. This has resu lted in Passport being ab le to: • Support 96 unique mobi l e pay app lications, one being Montrea l, QB which is one of the highest utilized app l ications (65%) in North America, with over 1 million transactions per month • Process up to 400k parking transactions on peak days or approximate ly 16.Gk transactions per hour Passport cl ients do not have to proactive ly seek system upgrades and improvements and will not have to wait to take advantage when they occur. All components of Passport's i1 Passport pass porti nc .co rn ifo@passaoctio& com 2020 Pa ssport La bs , I nc •1 I 57 67 solution maintain an uptime of approximately 99 .92% and 99.9% uptime over a six-month period. As a software solution, Passport is able to continually and remotely innovate, install , and manage all software upgrades for its product, which is maintained by a team of l n-house designers, product managers, and engineers. Integration • Multi space meters • The system must be able to communicate with the back office system of the existing multi space meters. The system must have the following requirements: o Send each transaction to the existing back office system or a 3rd party system as it happens in real-time. Camp i o Accept transactions sent from the back office system or a 3rd party system. Camp i o The participant must provide examples of data formats and delivery methods used to communicate transactions to and from external systems. Camp i • Enforcement -The system must be able to communicate with any enforcement system. The system must have the following requirements: o Allow a device to query the payment status of a vehicle through its license plate number using an API provided by the vendor that is compatible with: ■ Android mply ■ iOS Comp ly. ■ Blackberry Comp ly ■ Windows Mobile. Comp ly. ■ A platform agnostic web service. Comp ly . o Allow a device to query a list of paid vehicles through a meter/block/zone ID. Co mply o Allow a license plate recognition system to query the payment status of a vehicle through its license plate number. Camp l1 o Pull or receive a list of license plate numbers flagged by law enforcement. Co m ii _ o The system must be able to send an alert when a matching vehicle makes a parking transaction . CoMply o The participant must provide examples of their enforcement integration models with other clients. Camp i As Passport grows as a company, so does the reach of its capabilities within its cl ients' parking and mobility operations . Passport currently has hundreds of live integr ations with related providers and utilizes open Applicat ion Programming Interfaces (APls) for easier future integrati ons with the intent to fully connect its clients' ecosystems. In addition to connecting to third party providers, Passport continues to expand its own offerings to create an end-to-end solution for its clients . Among the services be i ng offered and available to the City are mobile payments for parking, full scale citation management, an onl ine payment portal for citations and digital perm its , and dig ital permit management. As a leader i n the mobile payment industry, Passport has provided its parking application to hundreds of clients nationwide . Across this diverse client base, Passport has integrated with a number of citation management systems as well as perm it and parking meter systems in order to provide cohesivenes s across clients ' entire parking ecosystems. Passport integrates w ith dozens of industry-leading single-space and multi-space meters providers in order to support the most informed citation issuance for enforcement officers . i1 Passport passportinc.com rfo@passportinccom 2020 Passport Labs, Inc ■1 I _ 58 68 Passport integrates with all major meter providers in the industry including IPS , Digital Luke II, Flowbird (CALE/Parkeon), MacKay, POM, among many others . These ticketing integrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using OpsMan Mobile. If the City has a different enforcement provider, Passport will work with that provider to deliver a seamlessly integrated experience. Passport's existing enforcement integrations in clude IPS , T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AIMS, and Gtechna to name a few. If parking enforcement officers are not all equipped with an internet-connected issuance device, Passport will provide the C1ty with its monitoring feature, which tracks all active parking sessions and is available via any Android device. Monitoring The monitoring feature allows parking operators to determine active sessions by zone with t he option to view sessions at the space -level for space-based zones. Each session will include the LPN or space number, how much time is left on the session, and the session status, such as active or near expiration. This is particularly helpful if the operator's parking enforcement software does not have connectivity and the enforcement officer needs to verify a parking session. I Ci] ~-lllll w rn ~ 'Y!t I l 'J \t 'a I ·a- ENFORCEMENT INTEGRATION EXAMPLES Genetec Passport is integrated with Genetec LPR technology, which is able to consume Passport Parking session data to ultimately use toward enforcement purposes. With this integration, when a parker pays with the Passport app, parking rights are automatically synchronized with AutoVu mobile ALPR enforcement units . All i nformation is passed in real-t i me, thereby decreasing the number of park ing ticket disputes and increasing compliance in payment from parkers. This integration is active in municipalities across North America such as New Westminster, BC, and Hudson, WI. i ! Passport Passport is the mobile pay, digital permit, and enforcement p r ovider for Salt Lake City and currently integrates with their paystation meter provider, IPS . Another example is Cincinnati, OH . Here Passport currently provides a mobile payment solution and integrates with its IPS enforcement solution. Passport also has a live integration with IPS in San Jose, CA. Passport also provides its mobile payment solution in Chicago, IL and integrates with their existing citation management provider, Conduent. as well their paystation systems provided by Flowbird/Cale. pa ssporti nc .co m rt;o@oassportinc com 2020 Pa ss port La bs , In c ■ 1 I _ 59 69 DATATICKET-l . @)SYSTEMS Passport integrates w ith Data Ticket in both Fremont, CA and Sea l Beach , CA where Passport provides Mob ile Payments . Passport is current ly working with DataTicket as they imp lemen t in Pasadena , CA. Passport currently provides a mobile payment so lution for the City of Austin , TX and integrates with their exist ing enforcement provider, Brazos/Ty ler Techno lo gies. as well their paystation systems provided by Flo wb ird. Passport has an ex isting integration with the City's enforcement vendor, T2 Systems, which is i mp le mented in cities such as Sedona, AZ, Bartle tt, IL, as well as the University of De l aware and University of Wiscons in at La Crosse, among others . For the T2 Fle x enforcement app l ication, T2 Flex in it iates an i nbound request to pull data from Passport's app l icat ion, allow i ng officers to see mobile payment session data in real -t i me wh il e they enforce. Marketing The Vendor must provide examples of marketing plans used in other cities or markets. In addition: • The vendor must provide an initial marketing plan to promote the use of the system, including details on the message, medium, locat ion, and frequency of marketing. Comp ly • The vendor must provide a comprehensive recurring marketing plan. Comp ly • The vendor must supply all promotional and operational graphics, excluding the street signage used to identify meter/block/zone IDs. Comply All marketing plans and materials shall be approved by NCPA prior to implementation. Comp ly Passport's marketing team will work close ly with the City throughout the imp l ementat ion process to deve l op a stream li ned marketi ng pl an that drives an impactful launch and long-term results. Duri ng the kickoff meeting, the marketing team will leverage its deep understanding of the park i ng industry, user preferences , and l arge-scale marketing plan execution to formulate a launch strategy that incorporates the City's unique needs and characteristics . Passport w ill develop content around the transition that will be utilized in a variety of channe ls to market to end-users, including: • PR • Digital Banners • Print Materials • Socia l Media Content • Email & Web Content PASSP ORT PA RKI NG MAR KETING PAC KAGES i ! Passport passportinc.com rfo@passportlnc com 2020 Passport Labs, Inc ■ 1 I 60 70 ■ 1 I The Standard Marketing Pa ckage is comp l i mentary for mobi le pay clients and includes signage proven to ed ucate users and drive the highest uti l ization rates . Premiu m marketing packages can be pu rc hased, or tai lo re d mar keting pl ans can be pr epar ed at the City's re quest. The Cli ent Lifecy cl e Mark eting Manager will wo rk close ly wi th the City to determine t he ap propriate mark eting plan bas ed on its needs. Signage Signs ✓ Decals ✓ Best Pract ices Gu ide ✓ Pub lic Re lations Press Re lease (post on webs ite ✓ and soc ial med ia Press Kit ✓ Pr ess Conference I Demo Print Marketing How-to Flyer (3"x 5'1 Des ign File Benefit Poster (8.5"X11 ") Des ign Fi l e Va l idation Code Cards (3 .S"x2 ") Digita l Marketing Cl ient Webs ite Content & ✓ Con su ltation Webs ite & Socia l Med ia Banners ✓ How-to Video (30sec) Standard Radio Radio (FM) Spots Experientia l Marketing i ! Passpor t pass p ortinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ✓ ✓ ✓ ✓ ✓ Qty: 2,000 Design Fi le Qty: 2,000 $5,000 promo codes ✓ ✓ Standard ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Custom Marketi ng Plan ✓ **** Consu ltation Qty: 3,000 Qty: 5,000 Requ i red for Fea t u r es and Qty: 500 Qty: 1,000 Pricing Qty: 3,000 Qty: 5,000 $5,000 promo $7,000 promo codes codes ✓ ✓ ✓ ✓ Per so nali zed Pe r sonall zed ✓ 6 1 71 Street team One Event Two Events Three Events ONGOING SUPPORT Dedicated Client Lifecycle Marketing Manager ✓ ✓ ✓ ✓ *One round of des ign revisi on s are permitted, additional revl sions are subject to the hourly rate of $175. Customer Service • End User Customer Service -The vendor must provide the following customer services to end users: 0 0 0 0 0 0 Live operators available 24n to create accounts and resolve issues. Language support for: ■ English Coniply ■ Spanish omp l\ Customers looking to establish contact with a live operator must be provided the option at the start of a parking action. Comp ly Callers seeking a live operator must not be on hold for longer than 2 minutes. Cc ply Music and updated messaging must be provided during calls on hold. Corn ply Customers looking to find parking must be provided a web-based or mobile app based map, or other method of locating metered parking. Comp ly C.c ply Passport is able to comply with all of these req uirements . Please note certain features such as specific hold music, live operator hold time requirements may have an added cost associated. The vendor must provide a customer support plan that includes projected call volumes and number of support staff available. Comp ly • NCPA Support -The vendor must provide the following services to NCPA: o Technical support during normal business hours of 8:30 am to 6:00 pm, (EST). Comp ly o Engineering staff to perform development, testing, and deployment. Comp ly . o Response times of less than 30 minutes for urgent issues. Conip lv. o Resolution of urgent issues in less than 2 hours. Com ly The vendor must provide examples of development project plans and issue resolution processes with other clients . Comp ly. Please see the D pfoymenr section below. From an end user service perspective, Passp ort Parking provides unlimited access to parking history and account specifics through the Account page within the app lication . Customer Support Is ava ilable 24/7 via the ln-app Support screen. Here, parkers can access an FAQ page where they can begin typing a question or key word which w i ll provide helpful information regarding the technology and its functl onality. Support also i nclude s a contact feature that allows parkers to su bmit questions or describe their issues, automatically open i ng a tic ket w ith the support team. Parker Support: i ! Passport pass porti n c.com rfo@passportinccom 2020 Pass port La bs, Inc ■1 I _ 62 72 Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email: Support@passporttnc.com Critica l issue after hours support for encf users is avai lab le at: (866) 867-5881 The extent of Passport's support will be l imited to questions re lated to the application itse lf. Passport will not answer quest ions re lated to the City's parking operations and will direct any parkers with those questions direct ly to the C1ty. Passport technica l support will also not issue refunds, which are considered to be a business decision to be made by the City . However, Passport's technica l support will void payments in tru ly dup l icative situations, where the parker unintenti onal ly started mu ltiple parking sessions . The City may contact Passport's Product Support Team at any time for technica l issues and for he l p with configuring operator settings within the back office. A pillar of Passport's service offering is its unpara ll el ed support team, which assists parkers and clients across North America, including some of the largest installations in North Amer ica such as Chicago, Boston, Cleve land, Toronto and more . Passport's Product Support Team will be responsib le for all of the City's technica l support issues. Support Ana lysts can be reached via email or phone at the numbers and ema il addresses be low. Once a support case is opened, the Support Ana lyst will assess the issue impact and urgency to determine the case priority. Breakdowns of critica l functions will be addressed immediately, determ i ning the cause and imp l ementing a so lution as quick ly as possib le. All issues will be l ogged in Passport's interna l issue tracking system and fixed according to priority. Depending on the severity of the issue, Passport will respond as follows : Priority Elements Support Response Sev e ri t y 1 - Cr itica l Severity 2 - Hig h Severity 3 - Medium i1 Passport Marked by prob l ems or requests that • Crash the system comp lete ly; • Corrupt data; • Cause major functions or features to fai l to operate; or • Otherwise significant, materia l , and substantive. Marked by prob l ems or requests that • Cause sign ificant de lays or • Cause minor functions or features to fai l to operate that is substantive, but not material. Marked by prob l ems or requests that: • Cause minor de lays, but ·•· Do not inhibit the ability to use the service and are neither substantive nor material. passportinc.corn rfp@oassport1 oc, rom 2020 Passport Labs , Inc Upon case creation, Passport will dedicate resources on a continua l, best effort basis to correct the prob l em within one (1) day of case creation. Passport will provide the City status updates every one (1) hour until the prob lem has been corrected. Upon case creation, Passport will dedicate resources on a continua l, best effort basis to correct the prob l em within three (3) days of case creation. Passport will provide the City status updates every four (4) hours unti l the prob lem has been corrected. Upon case creation, Passport work during norma l business hours and use reasonab l e commercia l efforts to correct the prob lems within five (5) days of case creation . Passport wi ll provide the City status updates daily, or more •1 I 63 73 Severity4-Marked by prob l ems or requests that Low • Are typically questions, requests for information or • Requests for rate changes, zone updates, consumab les, etc. To contact the Product Support Team: Monday-Friday 8AM -7PM EST Phone: (980) 939 -0990 Email : be lp@passportjnc,com frequent ly if requested by the City, unti l the prob lem has been corrected. Upon case creation, Passport will work during norma l bus i ness hours and use reasonab l e commercia l efforts to correct the prob le ms or fu lfill the request within seven (7) days of case creation. Cr itica l issue support is avai l ab le after hours via answering service phone: (866) 815 -3043 Training The vendor must provide training to personnel designated by NCPA and cooperating agencies in the following areas: • Use of payment methods. Comply • Use of any websites designed for users and administrators. Comply • Use of any enforcement too ls . Comply . The vendor must also provide training for end users, in clud ing, but not l imited to a frequently asked questions (FAQ) section and/or instructional videos on the vendor's website. Co ply Please see the Cusromer Service sect ion above. Passport takes a proactive, ro l e-based training approach with client staff to ensure their overall readiness to effective ly and efficiently use Passport's web, mobile and hardware mobility so lu tions during and after system acceptance testing. Adults retain opproximat~ly 90% of what they dot ' Passport's approach to adu lt learning supports this statistic based upon its learning process. Passport builds l earning so l utions to support interna l Passporters, Passport clients, and partners with the be low approach : • What is lt? • Why is lt important? • How does it impact me? • Demonstration • Va l ue Stream 1 From www.basicknowledge101.com i ! Passport pass portinc.com rfo@passportinc com 2020 Passport Labs , Inc • Perform the task/skill • Practice • Feedback • Certification ■ 1 I 64 74 Passport's objective for all learning approaches is to provide the most effective and efficient learn ing experience so learners master the skill/behavior in the least amount of time. Learn ing solutions are delivered in a few methods: Instructor Led (In-Pe rson) Ci] 8°8°8 Virtual Instructor Led via City classrooms or multiple PCs Client Success Center (online procedure portal for self-study or self-service) The decision to use any of the three delivery methods separate ly or in combination wlth one another is based upon the functional roles with i n the City's organization, the learn ing activities required for certification, and the facil ities & technology avallable for use. All wfll be discussed and refined with the City in order to create the best learn ing experience for the City staff. Ons, and VI ual Int rue or Lea Training Passport provides in -person , virtual and/or onsite instructor led training prior to testing activities and the Go-Live date to ensure the following : • Those testing have the skills to use and provide testing feedback on the Passport mobility solution(s). • Train and certify Power Users to support teams during and post the Go-Live launch . • Train and certify Passport Certified Instructors to support teams where the best learning solution is the in-person experience during and post the Go-Live launch . Over 95% of imp lementa tions are done remotely and Passport is extremely experienced in providing remote implementation and support for municipalities of all sizes. However, Passport is happy to offer on-s ite training as requested. Should this occur, the City will cover Passport's $895 daily fee plus travel and lodg ing costs. assport Cli rrt succ~ss Center Passport provides an online Client Success Center for City staff to leverage on-demand 24n /365. This houses all mobility solution(s) procedure manuals along with best practices and how-to videos. summary Passport offers a comprehensive learning package to ensure City staff is educated and equipped to perform their roles successfully. Training is designed with the learner in mind and has built-in flexibi lity to account for different learn ing styles, roles, time constraints, and products, setting the learner up for success. With the Passport solution, the learning package ensures City staff can address m i nor hardware maintenance, appropriately handle operational issues , and use the software with ease. ROLE BASED TRAINING i1 Passport pass porti nc.co m rfo@passportinc com 2020 Pa ss port La bs , In c ■ 1 I 65 75 Passport provides a comprehensive learning program that focuses on how each functiona l ro le uti lizes the specific Passport mobility so l ution(s). The goa l is to increase the overall speed -to -proficiency of l earners for the benefit of the City's overall productivity as an organization . Passport w ill work directly with the City to refine and personalize Passport's current program curricu lu m t o create t he best le arning experience for City staff. To do this, Passport's le arn i ng program addresses three key knowledge inflection points for the City : A. Know led ge Readiness to perform User Acceptance Testi ng (UAT) B. Know le dge Readiness to GO-LIVE C. Knowledge Readiness to support Business as Usua l (BAU) operations anticipating new hires, functiona l ro le changes and/or promotions P.. User Accepta n ce Testing B. GO-LIVE C. Business as Usual (UATI I n-Person, Virtual and/or In-Person, Virtual and/or Passport Client Success On-Site training by Passport On-Site training by Passport Center for on line proced ure for: for: manua l access. • Key staff executing the • Specia lty roles (audit, In-Person On-Site training testing for each area of the accounting, management} by the City's Passport City Certified Instructors: • Creating Passport Certified Instructors -key staff that will • Management, admins & train and/or certify the back-office, IT, and larger groups of staff for accounting staff Go-Live read iness where in-person training is needed Available: Annual re-certificat io n of City • Creating Passport Passport Certified PowerUsers -key staff who Instructors are the internal experts in the use of Passport so l utions NOTE: Roles and approaches can oe adjusred based upon the City's guidance; Below is an example of how training can be broken out for specific functions. Function Management IT Team Accoun t ing i1 Passport Program Description Provides leaders and midd le management w ith the skills and knowl edge to leverage Passport's information so lution set for the improvement of operations. Provides IT profess ionals with an understand ing of the Passport system and how it is maintained and supported . Provides finance professiona ls with the passportinc.corn rfp@passaort1nc com 2020 Passport Labs , I nc Delivery Methods Virtua l instructor led de l ivery with se lf-study Virtua l instructor led and In-person delivery Virtua l instructor led ■1 I 66 76 knowledge and skills to effectively and delivery with se lf-study efficiently utilize Passport's system to support daily, weekly, monthly, and annual accounting routines . Admin & Backoffice Provides administrative professionals with the Virtua l instructor led knowledge to use the Passport system to delivery with self-study support reporting and general inquiries. Deployment The vendor must provide examples of deployment plans with other clients that include the following: • Development schedule. romp l • Testing schedule . Campi• • Roll out schedule. Comp ly • Marketing schedule. c, mpl • Training schedule. ((')mp lv The participant must provide a tentative deployment schedule for NCPA that includes all services. ~ on p ly The Implementation of Passport's products will be driven by the Client Implementations team . The Client Implementations team is made up of Project Managers and Implementation Consultants, whose sole responsibility is to quickly and efficiently launch products for cl ients. During the i mplementation process, a Client Success representative will also be monitoring the project so as to be ready to take over after product launch. The Client Success team, along with Support Services, will be the main contacts for the City from the point of launch through the entirety of the contract. During the Contracting phase , prior to Implementation, the Solutions Engineering team will work closely with the City to build the Solutions Design Workbook (SDW) and the Scope of Work (SOW). The SDW is used to gather all current parking regulations the City currently has in place (i.e. rates , t ime limits etc.) and the SOW is mutually agreed upon document laying out all the functionality to be provided via Passport's products and services as well as any custom configurations or Integrations that will be implemented with the project. The details of the requested product and its features will be expressly documented and agreed upon between both parties w ithin the SDW . The signed and completed SDW and SOW will be handed to the Cl ie nt Implementations team to be used as the foundation of the Implementation. Department Team Member Responsibility i1 Passport Solutions Engineer pass portinc.com ifo@oassport1nc wro 2020 Passport Labs, Inc Works with City duri ng the Contract ing phase to build the SOW & SOW which w ill outline exactly what the City will and will not be receiving from Passport. •1 I 67 77 Project Manager . ·--~ - Works directly w ith the City and its stakeho lders. Deve lops a tailored Project Plan outl i n ing mi lestones , deliverab l es, rol es , and responsibilities of key internal and externa l stakeho lders . 'l lttl•l · 111..1 1.,-;1wu1 1 .,..,..,._ _______________________________ ..,. . ! ., --... . ·•. - Impl ementation Consu ltant Cl ien t Success 11 Representative/Manager ' Systems Ana lyst Manages the technica l aspects of the project in cluding build ing rates , fntegratlons, system testing, and configuration . Avai l ab le to the City from the point of contract execut ion to expiration ; provides conti nued support post-launch. Determ in ing root-cause software flaws through case i ntake and research and devel oping technica l so l utions to improve product functionality for customer operations. Passport has deve l oped an imp lementation process that has successfully launched Passport's Mobile Payment for Park i ng so l ution in more than 5,000 locations in a time ly manner. To keep the process lean , Passport maintains active integrations with 30 + software prov iders in the parking, enforcement, and transit industries as well as 15 major merchant processors . Passport des igned its imp lementation process to be dynamic and flexib l e, whi le still maintaining qua l ity. The impl ementation process will be sp l it into four phases : Setu p, Marketing, Training and Launch, with a fifth phase happening pre -imp lementation during the Contracti ng phase: Disc ove ry . •• lmplePmh entation Key Milestones Parties Involved Deliverables ases i ! Passport Pre-Implementation • Comp le te Scope of Work • Comp l ete So l utions Design Workbook • Client • So l utions Engineer • Sa l es Rep Imp lementation • Kick-Off Meeting • Sharing of necessary information • Build-out of parking environment • Review Marking Package • Manufacturing of signage/decals passportinc.com rfo@oassportlnc com 2020 Passport Labs , Inc • Client • Project Manager • Implementation Consu l tant • Sa l es Rep • Client • Project Manager • Marketing/ Design • Scope of Work (SOW) • So lu tions Design Workbook (SOW) • Project Pl an • Merchant Processing App lication* • Signage Best Practices • Marketing Package • Signs & Deca l s • Press Re lease* ■ 1 I _ 68 78 .., • Testing of parking • Client • How-to Guides environment • Project Manager • Recorded training ~ ~ :11 ~u 1 ■: • Ho l d all necessary • Imple mentation sessions 1 ■.-:1 l••••l.;-f training sessions Consu ltant ~ I I • Signing of System • Client • System Setup Approva l Setup Approval Form • Project Manager Form -~ • Hand-off to Client • Client Success Rep • Hand-Off meeting ... , Success & Support t Services IMPL EMENTATION PHASE BREAKD OWN: The Discovery Phase w il l take pl ace throughout Contracting prior to kicking off the project. During this phase, Passport's So l utions Engineers will work with the cl ient to bui l d the Scope of Work document along with the So l ution Design Workbook. These documents, along with the contract itse lf, will be handed off to the Service De l ivery team. Key Mil estones: 1 . SDW and SOW a. Merchant Processing detai ls b. System configuration detai ls c. Call out all Integrations required d. Financia l documents (W-9, Tax Exempt. AC H) SETUP The Client I mp lementations team w i ll use the aforementioned SDW & SOW to begin setting up the client's parking environment within the back-office system . During this phase, constant communication will be required by both parties to ensure the Project Manager & I mp lementation Consu ltant have all of the i nformation necessary to comp lete the Setup. Key Milesto nes: 1. Setup Merchant Processing based on provided credentia ls 2. Configure Operator settings and priv il eges 3. Configure all rates/zones/users 4. Set up Integrations based on SOW & SOW If necessary, a member of our Marketi ng team w ill work with the client to deve lop a Marketing Package that can be used across various medi ums to inform l oca l citizens about the coming improvements. Passport al so provides comp limentary branded signs and deca ls for new app launches. Signs are typically 12" x 18" in size, but can be customized to suit the client's needs . Deca l s vary in size based upon the make/mode l and avai l ab le space for each meter and paystation . i ! Passport pass portinc.com rt;o@oassportinc com 2020 Passport Labs, Inc ■ 1 I 69 79 Key Milestones: 1. Review Marketing Package 2. Approva l and manufacturing of signs & deca ls (4-5 weeks) 3. Approva l of the Press Re l ease (if appl icab le) 4. All signs & deca ls are insta ll ed by the Cl ient prior to launch Once the Setup is complete and the client's parking env i ronment is built, the Project Manager and Imp lementation Consu ltant will schedu l e training sessions with project stakeho l ders. Key M il esto nes: 1. Client and Passport perform testing of client's parking environment 2. Remote training is he ld between client and Project Manager via video and/or aud io conference During Launch, the Project Manager will move the client's parking environment from a non -production to production environment, the hand -off to Cl ient Success takes place and any agreed upon Marking materia l s will be pub lished . Passport wil l not l aunch any product without the written approva l of the client, which comes in the form of the System Setup Approva l Form . Key M ilesto ne s 1. Signing of System Setup Approva l Form via DocuSign 2. Officia l Hand -Off meeting to Cl ient Success and Support Serv ices Example Proj ct Time/in : i1 Passport pass portinc.com rfo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 7 0 80 *Please note all timelines are subject to change based on project complexity and agreed upon changes to scope . Additional Integrated Services The vendor must incorporate additional integrated services and pricing to their proposal, including but not limited to: • Digital virtual permit management system for monthly, residential, visitor and other parking related permits o The whole life cycle of a permit must be automated. romply o Registration, application, {auto renewal) payments, approval {if applicable), and issuance must be performed online. Comp ly. o Permits can be assigned to the vehicle's license plate number, send to the permit holder's smart phone or other mobile device or printed at home. Co ply o Online personal account for permit holder to update information and manage their account. Cor,,p ly o Waiting list and mass email functionality. Co ply. Passport's digita l permitting solution was created to go hand-in-hand with Passport Parking and Enforcement, as an answer to the same question : how can Passport best serve munic i palities in fu lfilling tota l parking management? Adding Passport's digita l permitting solution to the City's existing parking techno logy suite will he l p lessen overhead costs, i ! Passport pass portinc.com rfp@oassoortinc com 2020 Passport Labs, Inc ■ 1 I _ 7 1 81 reduce waste, and allow for seam less management of a nuanced City pe r m itti ng program . Passport's digita l permitting so lution all ows applicants to app ly and pay for permits online, which wi ll then be t ied to the i r license plate numbers and will take effect immediately or following verification by the City. As perm its are tied to LPNs , enforc i ng perm itt1ng is exact ly the same as enfo r cing metered parking in an LPN -based envi ronment. Passpo rt's permitti ng so l ution successfully powers over SO comp l ex perm itting systems , including the New York City Hous i ng Authority, demonstrating Passport's comm itment to its product and abi l ity to accommodate and sca le to meet the needs of its many diverse cl ients. Regard l ess of the comp l exity of the environment, the application process will remain i ntuitive for t he user and all data w i ll be easily access i b le and manipu l ated for the City's exact needs. CUSTOMER PORTAL The City will receive a clean , user-friend ly website where customers can eas i ly app ly for, purchase, renew, and manage all permits . The Customer Porta l will be comp lete ly branded to the City, with co l ors and logos , configured with client-specific permit types, permit cycles, and permiss ions . The web -based porta l can be l i nked from the City's ex isting webs ite . This site can be reached by any modern browser and is mob i le optimized for access by any smartphone . Through this site, customers can reg ister for an account in un der 1 minute. T o reg ister for an account, the app licant will enter their emai l address. Once entered, Passport's system will automat ically generate a verification code that is sent to their emai l address . The applicant will need to ente r and verify t heir PI N number t o fi nish creating their account. Once verified , the app l icant w i ll be ab le to login using their credentia ls to app ly or renew thei r permits in the future . i1 Passport pass porti nc .co rn rfo@oassport1nc cqm 2020 Pa ssp ort La bs, I nc •1 I 72 82 (J) To register for an account select "Sign Up" and then follow the screen promp to ente r and verify a phone number or email address. Once verified, create a PIN and start an application . Select Permit S~ fot Your ~cownr ,....,.....,. Cr PIN fo, You, Auounl ..... ·- ~-·· ...... -...... - I nt.. I - Applicants will have a pre-populated selection of permit types based on the City's environment, which the City will define during implementation . Proof of Residence If verification of status (residential, employee, etc.) is required to purchase a permit, the system can be configured to require documentation. The permit applicant will drag and drop the appropriate files to be uploaded to their application. The application will be sent to the approval queue, where a City administrator will be required to view, verify, and confirm the documentation. Once approved , the permit applicant will be charged for the permit and will receive a confirmation email including a billing receipt. Address Validation Passport can ma i ntain a backend repository of valid residential addresses, provided by the City. As applicants input their address online, the system will enact workflows that validate these addresses against this file. This allows the system to enact address-based limitations i ! Passport passportinc.com rfo@passportinc com 2020 Passport Labs, Inc •1 I 73 83 which automatically supp l ement in enforcing eligibility through document submission and verification . Vi I icfe Information Once the specifics of the permit have been detai l ed , the permit app licant will input their vehicle i nformation. The permit will be linked to the vehicle's LPN, but to avoid fraudu lent activities, such as sharing a l icense plate, Passport wi ll also ask for the vehic le make , mode l, state of reg istration, and co l or. Passport's dig ita l perm itti ng so l ution can be configured to allow mu lt ip le vehicles to use the same permit. •Drop ~/es o ( I • Application Summary Follow ing address va l idation, the permit app l icant w i ll be brought to an app l icat ion summary page . Th is page will outl i ne all permit detai ls and the fees associated with the permit. Fees wi ll appear as separate line items for the permit itse lf and credit card processing fees. The permit app l icant wi ll enter al l re levant payment credentia ls in order to comp lete the purchase. The permit app l icant can manage their stored payment methods at any time w ithin the Customer Porta l. Fo r security purposes, on ly a 4-digit tai l will be visib le, and the app l icant wi ll not be ab l e to edit the credi t card number, but may de l ete cards and add new ones as necessary. Subsequent Applications If the perm it appl icant al ready has an exist i ng permit and wou l d li ke to add a second permit or r enew their existing permit, they wil l v isit the same Customer Portal, either through the City's parking website or by visit ing the site directly. The permit app l icant w ill log in us i ng i! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 74 84 their emai l address and PI N. Once l ogged in, they will have a view of all current permits w ith the options to renew, manage, change, or add a new permit. PERMITTING FEATURES Eligb/1/ y Many permits require that the app l icant prove a particu l ar status: resident, emp l oyee, student, etc. In order to accommodate this, Passport's digita l permitting so l ution can be configured to require applicants to up load documentation proving their status. The City can set a base l ine requirement of the number and/or type of documents that may be up loaded with the app l ication to demonstrate the app licant's status . Once up loaded, the documents w ill be avai lab le for approva l and an email will be sent to the appropriate administrator for review. The City adm i nistrator w ill then go through each application in the approva l queue verifying the documentat ion and the status of the app l icant. Approva ls may be done individually or in bu lk, once the documentation has been verified. Once approved , the app l icant will receive an emai l directing them to l og i n to their account, find their "inactive" permit, and comp lete the purchase. u/ ;.vehicl P mi The digita l permitting so l ution allows permit app licants t o add mu ltip le vehicles to their account, where pe r mitted by the Clty. The vehicle LPNs will appear In the citation management system as a va l id perm it and those vehi cl es will not rece ive a citation . This has the potentia l to all ow both vehicles to park l egally within the same zone using the same permit. Fraud Pr ntion All permits will be tied to the veh icle's LPN, el iminating the possibility of photocopying, or otherwise creating a fake hang tag or deca l. Additionally, when app lying for a permit, the City may require supporting documentation to estab l ish the applicant's status as a resident or empl oyee. If documentation is required, the City will have comp lete discretion as to the va lidity of that documentation . Prorated ermits Passport's so l ution allows for prorated payments based on the City's billing periods . For instance, if the permit b i lling per iod is one month and an app l icant is approved for purchase on the 13th of the month, the applican will on ly be billed for the remaining 17 days of the month . imits Passport's digita l permitting so l ution allows cities to limit the number of permits issued within specific parameters . Generally, permits may be l imited by the number of permits that may be issued in a given type, cycle, or zone. Permit types include residentia l, visitor, empl oyee, etc., whereas cycle refers to the duration of the permit's va l idity, and zone re lates to the physica l boundaries of the perm it area . Once the City sets and reaches a l imit, a waitlist wil l be created. Perm it limits can also be manually overr idden for specific use cases, such as government vehicles . A specific use case tha t many cities identified, and Passport now offers, is the abi lity to l imit the number of permits that each househo ld may purchase. Particu larly he l pful with residentia l and vis itor perm its, this feature norma lizes each address during the app l ication process into a standard format. With this formatting, if more than a set number of permits i1 Passport p assportinc.com ifo@oassport1nc, com 2020 Passport Labs , Inc •1 I 75 85 originate from a single address, that applicant will be prohibited from purchasing any additiona l permits for a set period of time. The number of permits and the time frame (per month, per year, etc.) are all configurab le by the City to meet its specific needs . P r qui i e Passport is ab le to bui ld prerequisites into permit types so that an applicant may not app ly for a permit unti l they have fu lfilled a separate requirement. For instance, with visitor permits, Passport's so l ution can require that visitor permit app l icants have a va l id residentia l permit in order to comp lete their purchase. The system will automatically imp lement these prerequis ites, removing the need for interaction or verification by City staff. With these dependencies in place, the City can have fu ll confidence that on ly va lid app li cants are receiving certain permits. Ra Ov rricJ s Passport's digita l permitting so l ution makes it easy for the City to adjust pricing i n accordance with demand. This feature is app l icab le anywhere where a permit type has simi lar ru les re lated to cycle, duration, and proration, but has different price points throughout the City. Once the permit is set up in accordance with City ru l es, Passport can then override the price in specific zones. This will allow the City to maintain a clean application process with on ly a sing le perm1t type but adjust the pricing in areas with higher demand or which are otherwi se more desirab le. n ·10n$ Passport can facilitate permit extensions in two different ways, depending on the needs of the City . The first option maintains the same permit number from month to month and mere ly updates the ''Valid Until" date upon approva l of another charge (add itionally, the permit ho lder can opt Into auto-extens i ons). These simp le extensions give the permit ho l der the most flexibility, all owing them to approve the extension up to 7 days before the permit's expiration date. The second option is a renewa l. Renewa ls are most often used when the City requires approval to receive a permit. The permit app l icant will be required to log in to the customer porta l, (a lso up to 7 days before expiration, if desired by the City) and reapp ly for the permit. All pertinent information from the previous permit app lication will be carried over to the new application and the application will f low to the back -office Approva l Queue until it has been approved by the City. Both extensions and renewals will appear in the permit ho lder's ''Trai l.n PASSPORT DIGITAL PERMIT BACK OFFICE All Passport products are accompanied by a back office which, from a permitting perspective, will allow the City to manage the entire permitting environment including adjusting permitting rates, approving app lications, reconci l ing accounts, reporting, and automatically mai ling renewa l notices . Once permit app licants create an account, provide all necessary information, up l o~d any required verification documents, and pay for the permit, the information will flow fn rea l time to the back office where administrators can use the Permit Approva l Queue to manage all renewals and new permit app l ications for all permit types . The porta l is also able to accommodate wait lists with automatic updates, notifications, and permit renewa ls. Passport's digita l permitting so l ution offers extensive configuration to meet City permitting needs and reflect the community using its permitted faci l ities. Within the back office, City i1 Passport passportinc.corn rfo@oassport1nc rom 2020 Passport Labs, I nc ■1 I 76 86 staff can establish permit types (e.g. customer, staff, visitor), cycles (e.g. month ly, annua l), zones, pricing, and any City prerequisites or limits to purchasing perm its. Permit configurations are defined and executed during implementation with the option for l ater edits by a main administrator, as needed. P r Walt/I In The City can estab lish limits for each permit type or zone, each with an associated waitlist. Passport's digita l permitting so lution allows the City to automate its permit waitlls t, while sti ll leaving critica l functions under City control. To set up a waitl ist, the City will set a limit to the number of pe rmits that may be purchased, which can be based on the permit type or zone. Once the limit is hit, a perm it app l icant can still comp l ete their app l icatlon , but instead of receiving a permit, they will be alerted of "No Avai lability" and that they were added to a waitl ist. This waitl ist can also be configured t o show the app licant their status on the wa itlist. Once a permit becomes available, the next eligib l e app l icant on the l ist will be sent an emai l informing them to log onto their account to complete purchase. The City may contro l the l ength of time the app l icant has to comp lete purchase before lo sing their waitlist opportunity. If the appl icant fails to comp lete purchase in that time, they will be bumped to the bottom of the waitlist. Further, the permit back office allows permits to be manually deactivated by City staff. Deactivation of a permit for which a waitlist exists, will free up a space on the wait list for the next el igib l e app li cant. • Central database repository for aggregated parking data (ana lysis), central enforcement and integration of several pa rking methods and technologies, such as but not limited to: o Mobile payments for parking system . omplv. o Pay by plate (multi space meter). Com 1-l y. o Digi ta l permit management system . on p fv , o Enforcement m plv All Passport products are accompanied by a comprehensive back office which will allow the City to manage parking operations. The back office will be the Citys data hub, aggregating da ta from all front end interfaces (mobile application, meter integrati ons, digita l permits, citation management and payment porta l,etc.), which is accessible in real-time for ana lytics. The back office will be avai lab l e at all times via any modern web browser, without the requirement of l icenses or software down loa ds. Driving the back office is a cloud-based software i nfrastructure that allows a variety of systems to communicate and coordinate through a set of standardized app l ication programming interfaces, or AP l s, in real-time. Passport's system has been designed for the future, with abi l ity to directly integrate with advanced systems that the City may consider in the future i ncluding sensors, additiona l parking applications and other third-party parking vendors, as well as new and emerging modes of transportation such as micro-mobility services (e -scooters) and ride hai l ing systems. An important feature of Passport's system is extensibi l ity. The City Is able to add any Internet-connected system that aligns with Pa$Sport's public APls, to share curbside policy, collect revenue, and generate insights from the data that the system aggregates. Th is capability gives the City unprecedented visibili ty into its operation, as well as the abi l ity to add or remove techno lo gies without undue burden or cost. Extensibi l ity also means that the City will be well-positioned to dramatically increase transparency and visibi lity into its operations across the organization and with the pub l ic. i1 Passport pass porti nc .com ifo@oassport1nc cgm 2020 Pa ssp ort La bs , In c •1 I 77 87 HR ,Coun ,& Flnanc al Systems mmob,l ization Moblle LPR Po rtal ii Passport OM V & Collectio ns Mob le Payments Enforce m ent Handhel d CJ -Patl<ln Meters Varia ble Message Sign By implementi ng the enterprise suite of Passport products, the City wi ll not only have a si ngle backend system for its use, but it will be able to release a single front-end application to handle parking payments, permit applications, and paying for citations . Th is single source application will allow the parker to use the same tokenized and stored payment method to pay for permits and citations as it does to pay for parking. The data stored with in the back office will be accessible for real-ti me reporting, on which the City can analyze and draw insights to inform park i ng changes and innovate technology. • Access for mobile payment users to gated parking facilities via: o QR Code, either via scanning within a mobile app or scanning at the gate. Non-Comp ly . o Near Field Communication (NFC). Non-Cor p ly. o RFID or Proximity Cards. Non -Com ply o License Plate Recognition (LPR). Non-Comp ly. Passport is not currently providing QR code, NFC, RFID, or LPR technology for mobile payments users at gated facilities . On previous bu ilds of its application, Passport has found that these functionalities do not add tremendous value for either the parker or parking operator and therefore were deprioritized for future releases. However, Passport is an i ntegration expert with dozens of active i ntegrations as well as publ ic APls . Passport can work with the City to scope such integrations should they be necessary to the solution . • Electrical Vehicle Charging. Non -Comp ly Passport does not have features to manage those parking while using EV charges . Passport is a software based company, and is open to discussing any integrations wi t h an EV charger management organ izat i on. i ! Passport pas sp ortinc.com r:fp@oassoortlnc com 2020 Pa ssport Labs , Inc •1 I 78 88 • Event permit system, either via mobile payments for parking syst em (temporary eve nt rate override of reg ular parking rates) . .:')fl pl Passport empowers its clients with full rate management through comp l ete visfbi lity into rate structures, the abi l ity to override them for events, and the ability to create new rates with the assistance of Passport's product experts . For comp l icated rate changes and configuration, clients are ab l e to reach out to Passport's Product Support, who will provide the City with an estimated comp letion date and updates throughout the process . The following examp l es demonstrate some of the rate configuration capabilities utllized by Passport clients : • M ultipl e Time Limits/Day: Passport can easily accommodate mu ltip le time limits in a given day. Rate Chains can be for as short as a minute or as l ong as a day, given the regu l ations on that blockface . This allows Passport to configure the most comp lex rates, including mu ltip l e time limits in a day, increasing rates, and prorated rates . Additionally, with Passport Park ng, the parker will be ab le to clearly see the change in rates based on the time of day. • Event Ra t es: The City can create event rates, which will override existing rates, to easi ly accommodate specia l events and capture additiona l revenue. The event rate se lects a particu lar zone with a specific start and end time and rate start time. The City will also have access to an Event Summary Report, which will show the revenue captured from events within a specific time frame, the number of transactions, and deeper dives into individua l event details. • Holiday Rates : Passport can accommodate ho liday parking through either free parking, custom rates, or through parking restrictions which will be set up during imp lementation. Once rate changes or parking restrictions based on a particu lar event or ho liday are put into place, Passport offers zone notifications that can be configured for a specific time period which will al ert users when they enter an app l icab le zone . • Fre e Parking: Zones and rates can be configured to allow parkers to prepay for parking in areas that have free parking for part of the day. For examp le, if the City starts charging for parking at 10:00am and a parker parks at 9:30am, the parke r wi ll have a window of free parking prior to paid parking hours. Passport allows this parker to start their session, but the first 30 minutes wou ld be free and the payment wou ld on ly be app l ied for any time after 1 0:O0am . Passport's so l ution consolidates the maintenance of park i ng zones, rate information, and payments in one system to he l p cities gain more contro l over their curb. Passport's system is composed of pub l ic AP l s which un l ock the ability for clients to maintain and update multip le parking payment options without the hass le of working in mu ltip l e systems of record . • I ntegra t ion s with all m aj or meter equ ip ment, ticket software a ppli catio ns and sens or t echnology provid ers. Comply Passport currently has hundreds of live integrations with re lated provide r s and uti l izes open App lication Programming Interfaces (AP l s) for easier future integrations with the i ntent to fully connect its clients' ecosystems . Across this diverse client base, passport has integrated with a number of citation management systems as well as permit and parking meter systems in order to provide cohesiveness across clients' entire parking ecosystems. Passport in tegrates w ith dozens of i ndustry-leading sing le-space and mu lti -space meters providers i n order to support the most informed citation issuance for enforcement officers. i1 Passport pass portinc.corn ifo@oassaort1nc rom 2020 Passport La bs , Inc ■1 I 79 89 Passport integrates with all major meter prov iders in the industry including IPS, Digita l Luke II, Flowbird (CALE/Parkeon}, MacKay, P0M, among many others. These ticketing i ntegrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using 0psMan Mobi le. If the City has a different enforcement provider, Passport will work with that provider to de l iver a seam lessly integrated experience . Passport's existing enforcement integrations include IPS, T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AI MS, and Gtechna to name a few. If parking enforcement officers are not all equ i pped w it h an internet-connected issuance device, Passport w ill provide the Oty w ith its Monitoring feature, which tracks all active parking sessions and is avai lab l e via any Android dev ice . Pl ease see the lnt~grot1011 s sect ion above for additional detai ls. i1 Passport passportinc.com rfo@passportinc,com 2020 Pa ssport Labs , Inc ■ 1 I _ 80 90 AB 8 -VALUE ADDED PRODUCTS A D SERVICES Include any additiona l products and/or services avai lab le that vendor currently performs in their norma l course of business that is not included in the sc ope of the solicitation that you think will enhance and add va l ue to this contract for Region 14 ESC and all NCPA participating entities. Passport is the Operati ng Sys t em that enab les city leaders to manage veh icle i nteractions w ith st r eets and sidewa lks. Si nce its found i ng in 2010, Passport has been help i ng clients tackl e comp lex challenges with its advanced techno logy, powerhouse support t eam, adhe r ence to secur ity, and comm itment to growth and sca labi l ity alongside its clients' changing needs. These areas of expertise al ong w ith the experience noted be l ow will not on ly enab le the City to support m ult i pl e mobile payment app l icat ions simu ltaneous ly, but effect ive ly manage the interactions of all modes of transportation to create more l ivab le and equitabl e communities . Passport's Evolution to an Operating System I began I h the or1glnal private lab I ... In 2013 Passport pioneered the original private l abe l app l ication i n t he parking indust ry . Over t he last decade, Passport has become t he industry's lead i ng mobi le paymen t s provider, affording commun ities t he most effective way t o contro l park i ng operations, regard less of size or nuance . ParkCh'1cago Passport gained considerab l e know ledge and experience from imp lementing its mobil e app l icat ion in some of the largest and Moo le aymen, to , Stractl'ark ng most comp lex parki ng environments across North America , starting with t he City of Chicago (ParkChicago), and continu ing on to i nclude Toronto, ON, Omaha, NE, Detroit, Ml and Portl and, OR, among many others. Passport gained an understanding of the landscape of par ki ng operat ions and mob il ity challenges on a national leve l and was able to use t his experience to lay the groundwork for fu t ure innovation . Pas port's inte ration x ertis Jo/lowed, .. Over the last 10 years , Passport has engineered and evo lved its platform architecture to support a mu lt itude of ra t es, ru les , i ntegrations , and payments . Passport bri ngs unmatched expertise for rate management and has been ab le to implement comp lex and variab le rate con fi gurations to support the needs of its cl ient base . By focusing on clients and crowdsourcing best practices, Passport has gained inva l uab le business intelligence to power its so l ution across all parking environments . Passpo rt's exper ience has empowered the company to become an integration leader, integrating wi t h the park i ng industry's b iggest p layers includ i ng other mobi le payment app l ications, digita l pay stations, mu lt i and si ng le-space meters, enforcement and citation management sys t ems , l icense plate recognition techno l og ies, and more . This connectivity has not on ly provided comprehensive so l utions and ease of managemen t to cl ients , but has so lid ified Passport's understanding of i ndustry needs and how parking ecosystems interconnect. With th is foundation , Passport bui lt standard, pub l ic AP ls that enab le cities to i ncorporate other systems into their parking environments with the Passport so l ution. Passport takes a standard ized approach to its AP ls, by ma i ntaining proper documenta ti on and all owing pub l ic access through distributed AP I keys . Th is approach makes it simp le for cl ients to add new and emerging techno l ogies t o its ecosystem w ith l ittl e to no effort. Through t he deve lopment of these AP l s, Passport confirmed its commitment to de l iveri ng innova ti ve techno logy that enab les commun ities to rema i n connected wh ile i ncreasing convenience, efficiency, and comp l iance both today and tomorrow. i ! Passpor t pas sportinc.com r(o@oassportlnc com 2020 Pa ssport Labs , Inc ■ 1 I 88 91 Then Che mobility i dustry began to shift .. Society has become accustomed to digita l experiences and many peop l e expect and prefer them . Whether checking in for a flight, ordering a pizza, or paying to park -digita l methods are the way peop l e interact for services. As the world trans itions to digita l so l utions, th is causes a fundamenta l shift in how payment systems are enacted in pub l ic spaces. As an industry leader committed to innovation, Passport is tirel ess ly working to de l iver d igita l experiences that are better, easier, and future-proofed, enab l ing Passport to adapt, grow and sca l e al ongside its client partners . 1930's 1980's 2000 's Today Many communities, especia ll y those like the City, incorporat e severa l neighborhoods and accommodate thousands of citizens, parkers, and commuters on a daily basis . As areas become denser and deve lop more comp lex mobility ecosystems, it is imperative that so lutions are enacted that can manage the streets and sidewa l ks. Passport has deve loped an Operating System that wi ll put the City i n contro l of simp l ifying operations --removing comp lexity from managing mu ltip le payment methods and providing a sing le backend system to house ru les, rates, and restrictions for the parking environment. With Passport, enab ling parking payments, increasing parking compliance, and incorporati ng fnnovation is simp l e. This industry sh ift is happening in communities around the country and around the world, but the change has not been overnight. Whi l e this trend is seeing more and more nationwide recogn ition in the past severa l months, Passport has spent significant time and resources over the past severa l years researching and understanding the comp l ex mobi l ity challenges that municipalities face every day, including studying and working with key p layers from Nationa l Parkeer Register (NPR) in the Netherlands where mu lti -tenancy methods were successfully executed on a nationa l sca l e. Passporc debu s Its Opera Ing system ... Passport's tenure as a company has un i que ly prepared it to become a true end -to-end parking management so l ution . By creating and revamping techno logy, absorbing client feedback , and studying industry trends, Passport has been ab l e to create an Operating System that will allow cities to effective ly manage mu ltip le mobi l e payment app l ications at once . The Passport Operating System reduces operationa l comp lexity by housing all ru l es, rates, and restr ictions in a centra l ized porta l which u ltimate ly contro ls the entire parking environment us ing pub l ic and standardized AP ls. This i! Passport pass portinc.com ifo@passportlnc com 2020 Passport Labs , I nc ■ 1 I 89 92 means that cities can imp lement changes (e .g. rate change, zone cl osure, etc.) that wi ll update universally across all integrated vendors, instead of working in si los to edit each individua l app lication . In addit ion to programming the rates and po li cies by which approved partner app lications will abide, the Passport Operating System wi ll also aggregate transaction data across all connected vendors, empowering the City to gain insights into an entire operation. This setup empowers cities to boost payment comp liance for parking, further digitize the parking environment, future-proof for upcoming innovations, and improve the overall user experience . Passport's system has supported the concept of mu lti-a pp functionality for numerous years and has now begun the process of offering third -party app lication entry into environments controlled by the Passport Operating System. Severa l of the nati on's largest cities are already offering this to their parkers today. The Passport Operating System will provide unmatched benefits and convenience for both City stakeho lders and the community of citizens and visitors that they are serving. Using the Passport Operating System, the City can re ly on the system as a "sing le source of truth" to offe r mu ltl ple parking payment options throughout their community. Park i ng ru les, rates, and restrictions are maintained In this system which will be accessed by approved vendors through Passport's standard and public AP ls. This ensures that regard less of which application a customer uses to park, that the same data will be received that is consistent with City business ru les. The Passport Operat ing System will also he lp City customers by creating a more enjoyab le env ironment for peop le moving about the city. Peop le expect a friction less, secure , and r eliab le experience as they transact in their communities. Passport's system will provide extraordinary customer convenience by allowing customers to choose any (authorized) partner/application to move in and out of cities such as wayfinding applications, in -dash systems within their connected vehicles, popu lar retail and lifestyle app lications, or tradit iona l parking apps --many of which are l ike ly already down loaded onto their phones . i1 Passport pass portinc.corn ifo@oassaort1nc rom 2020 Pa ssport La bs, I nc ■1 I 90 93 A PI Acee• Busi ness Ru les &Loiic Str t ck Decl,lc,n M •kinc Passport Operating System Futu r e-proof pl atform that drives an ecosystem of i nnovation Parking Apps Oo livory P~rm itS & Mtcro & ope1.1Uct\l:'. SQrVIC@~ m obility Ill 0 Implementing An Open Ecosystem For Parking By centra l izing all critica l functiona l ity into a sing le system --comprised of zone management, rates ca lc ulations, ru les and restrictions logic, transaction data f lows, and payments --the Passport Operating System wi ll allow the City to offer mu ltipl e payment options to end users with no additiona l operationa l overhead. Passport has opened its AP ls to be pub l ic, which mu ltip le approved vendors can access in order to provide parking payments native ly in their app lications. Passport's techno logy enab les the City to accept payments from non -parking app li cations as well, un l ike other so l utions in the market. This distinction makes paying for parking a part of daily life instead of a standa lone, dedicated experience. As parking sessions are i nitiate d, Passport's system w ill conso lidate all transaction data into its back end so that the City can monitor, manage, and ana lyze the parking environment ho listically. Passport understands the comp lexities of the parking industry and recognizes that one payment provider cannot address the needs of all municipal ities, parking operators, and their users. The industry is qu ick ly moving to an 'open payments' env ironment, where end users have mu ltipl e ways to pay, including via Passport's app as well as through competitor apps. Bearing that in mind, Passport encourages the City to support mu ltip le payment faci l itators so that paying for parking is as pain less and convenient for parkers as possib l e, allowing them to potentially l everage apps they al ready use regu larly. The Passport Operating System not on ly supports open parking payment ecosystems, but provides publ ic AP ls that enab l e them to be successfu l . Any integrated partner can faci l ita t e parking payments direct ly within their native user interface through a sing l e integration with Passport's back-end system which houses the City's zone and po licy data. These integrated partners will not on ly access this data to pu ll the correct information to transact parking sessions, but will also feed i ! Passport pass porti nc .co m rfp@passportinc com 2020 Pa ssp ort La bs, In c •1 I 91 94 their data directly back into Passport's system , which will then be ava ilable to the City for real -time enforcement and management operations . Highlighted below are some of the other powerful benefits the City can receive from imp lementing the Passport Operating System : Secur lntegra eel Paymenr In addition to consolidating the maintenance of parking zones and rate information to he lp cit ies gain more co ntrol over their curb, the operating system comes integrated with Passport Payments, eliminating the need for third -p arty gateways and non-integrated merchant processors, as well as the cost, confusion, and hassles associated with them. As the City's payments partner, Passport can help lowe r processing costs through its negotiated credit and debit card rates in the parki ng segment. Passport has negotiated specific pricing with each of the major crediUdebit card providers due to the hundreds of millions of dollars it processes on an annua l basis. Passport is then able to pass these reduced costs onto the City as well as providing faster access to its funds with daily settlement. Passport Payments also ensures the highest level of security through the use of an advanced tokenlzation system that removes sensitive card details from Passport's processing environment. Passport is a registered, full-service merchant services prov ider, and is Level 1 PCI-DSS certified. Dynamic parring Passport's back office reporting empowers the City to keep a pulse on all third-party compan ies facilitating payments in the City's environment. The City will be equipped with the tools it needs to report on and manage all parking transactions generated on the Passport Operating System, regardless of whether the transaction was generated via Passport Parking or a third-party application. For additional information on reporting capabi l ities please see the Mult1-Source Reporting section below. E pansive lntegrotlon Pa ssport is an integration expert, connecting with techno log ies across different facets of the parking industry. Passport is aware that cities have vendors/processes in place and fear that converting to different systems can sometimes cause operational headaches and disruption to current workflows. By providing an operating system with its own integrated merchant processing services, Passport will provide a much easier framework for City administrators to complete their day-to-day operations. The benefit and control that accompany one system of record cannot be overstated and Passport is happy to provide cost-savings analys is surrounding Passport Payments and welcomes discuss ions detailing how a transition from the City's current merchant processor would be executed. Passport also maintains active integrations with more than 35 software providers in the parking industry including mob i le pay applications (ParkMobile, PayByPhone , Google Maps , Google Pay, etc.), pay station/meter companies (IPS, Flowbird , MacKay, etc.), and multiple enforcement providers i ! Passport pass portinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ■ 1 I 92 95 (Duncan, Conduent, AIMS, etc.). In the event that the City ever changes providers for any of the techno logies current ly in place in the City's parking environment, it can rest assured that the Operating System wi ll remain compatib le. For additiona l information on Passport's integration expertise please see Int 'gratea Tecnnoiogy . As the City reviews Passport's response be low, Passport encourages the City to consider the benefits that not on ly traditiona l parking app lications can bring, such as PayByPhone and ParkMobi le, but to al so think beyond traditiona l parking app lications. The Passport Operating System brings other app l ications/systems such as wayfinding, in -vehi cl e software, convenience apps, and more. In choosing Passport today, the City wil l position itse lf for an open ecosystem that will not on ly meet the City's needs today but also in the future. i ! Passport pass porti n c.co m rfo@oassoortlnc com 2020 Pass port La bs, Inc ■ 1 I 93 96 PASSPO T OPERATING SYSTEM Key ake ways • So l e Source -The Passport Operating System is the on ly commercia ll y avai lab le software capab l e of secure ly, re liab ly, neutrally, and flexib ly faci l itating parking transactions across mu ltip l e app l ications, including traditiona l parking app l ications and any other city -approved 3rd party app l ications. • One source of trut h --regard less of the number or types of vendors that the City partners with to faci l itate payments, all vendors will pull data from the same pub l ic AP is and subsequently return transaction data to Passport's conso l idated back end. • Expa nsive re porti ng is avai l ab le with the Passport Operating System, enab l ing the City to use rea l-time data to influence parking po licy or the introduction of new techno logies. I ntegrated a nd secure payment processing that is embedded into the system, making it simp l e to collect and manage dai ly credit and debit card funds --and at a l ower rate! Fr iction less and convenie nt customer experi e nc e is afforded due to a wea l th of parking payment options on apps they like ly already have down l oaded and use regu l ar ly. For nearly a decade, Passport has been providing its mobile payment so l ution to cities, universities, and other entities of all different sizes and comp lexities. Passport has adapted its so l utions to meet the changing needs of both its clients and the communities they serve. Passport's most extensive experience stems from its mobi l e parking payment so lution, which supports some of the nation's l argest cities, and this experience in configuring various nuanced rate structures across diverse communities has aptly prepared Passport to create the Passport Operating System. This one system will manage the payment for parking across mu lt i pl e vendors/operators and will empower cit ies to better manage their streets and sidewa l ks through the use of pub lic and standardized AP l s. User Experience ' . . . ~ Vl!ndcr ~ltal 5yi..,,uge i! Passport G P.:.l;'{J'tn,t 0 r..tllobll• . G ~.wbyPno11e ~ 1~.,,.~n.,r, -'◄\l 't""f'I! ~OOJJ'•~PP>, E] t,1..,;App , pass portinc.com rfo@passportlnc com 2020 Pa ss port Labs, Inc Passpor t Operating System .... City's E><perience . Passport : Report ing & Management -1' ~t"il\ .. .o.trt<I-' . 1..,.f\vl)roy,111 f ► ' .. • .. LPR Ill ( ,,yorov.dl'rl .. w. , .. ,ch"'"' ktou-m ~ Ol4•nfl'-\ lulellg•f'I« I ••u"'Bwn•"l 'Ya"••"' •1 I 94 97 The Passport Operating System is more than a centra l ized parking payment database; it will provide the City access to the following: 1. Real -time APl -based communication with third-party app l ications (i.e. parking zones , rates, ru les, etc.) 2. Centralized rate calcu l ations, which enab les i ntegrations with non -parking app lications such as :' navigat ion apps , l ifestyl e apps, and in-dash infotainment systems) 3. Sing le merchant statement and streaml i ned funds flow 4. Single enfo r cement integration On boarding Passport has a considerab l e partner network to he l p the City identify parking facilitators ("faci l itators") for its parking environment. These fac i litators ar e third party app l icat ions that will interact with parkers throughout the City's environment and will communicate with Passport when an individua l is attempting to park. Once a parker has expressed a desire to park, Passport will represent the City in communicating the ru les/rates/restrictions/pricing (as well as hand l ing merchant processing) while the th i rd party faci l itators will represent the end user and properly communicate what Passport has shared with them to the end users. With th i rd-party faci litation enab l ed, the City will get access to al l integra t ed partners boarded onto the Passport Operating System . Pr ior to ga ining AP I access, all partners ar e properly vetted to ensure t hey meet Passport's required criteria, ensuri ng they introduce no add it iona l risk to t he system environment. Any qua l ified third -parties, for which the City wishes to facilitate par king payments, will need to go through Passport's on-boarding process. The three steps to Passport's faci l itator onboard i ng process have been high l ighted be low: 1. First, the City needs to make a mandatory request to the third-party facilitator . 2. Second, Passport's Business Deve lopment Team will work with the third-party facilitator to ensure they meet all the prev ious ly communicated r ules and restrictions . Once this has been confirmed the Business Deve lopment Team w i ll engage additiona l Passport resources to assist in creat i ng the proper AP I integrat ion . 3. Last ly, Passport and the t hird-party facilitator w i ll wo rk t ogether to f ina l ize all integration detai ls p r io r to kick off of i ntegration to confirm everyth i ng is set up appropriate ly . Client Advocacy In p r oviding its Operating System, Passport will serve as an advocate to the City by creating an env ironment that is comp l ete ly market-driven . As opposed to features promised via contractua l agreements, the City's customers will drive the demand for specific features and benefits, simp ly by choosing a certain app to pay for parking . This setup ensures that the City is promoting a dynam i c env ironment that adapts with parking trends and industry growth, instead of committing to certain features i n writing and be ing subsequently tethered to outdated features . Furthermore, this open payments environment empowers customers to choose the applica t ion that best suits their parking prefe r ences , which inherently fosters innova t ion among the approved parking payment facilitators in this environment. As these payment vendors aim to attract customers t o their platform and add va l ue to the parking experience, Passport is confident that any additive features enhancing the user experience or beneficia l features the City wishes to offer to its community, will be availab le among parking op t ions . Passport can also work with the City to procure any additiona l faci l itators to the City's par ki ng environment. Shou l d the City be interested in a specific functiona l ity of a vendor that is not yet offered to City customers, Passport can work with i1 Passport pass porti nc .co rn rfp@oassaort1 o& rom 2020 Pa ssp ort La bs, I nc ■1 I 95 98 these vendors and on board them as an integrated facilitator using Passport's public APls to transact parking sessions. Cities Partners Finally, Passport's vision of its Operating System and open payment ecosystem is to help City leaders manage vehicle interactions with streets and sidewalks. By provid i ng multiple payment options, there will be an enormous public benefit as customers can use an app of their preference to move about cities. Passpo rt has pursued payment facilitators that go beyond just parking applications, to reframe the way people think about moving throughout their communities, which include wayfinding applications, popular business retai l apps, in -car dashboard systems, and more. Passport has intentionally pursued vendors/applications that serve a variety of purposes and offer a range of services to ensure that there is a solution for every situation and every person . The City can be sure that through the Passport Operating System, it will be derivi ng every benefit available In the industry to pass onto its customers. Passport Payments 5 The Passport Operating System comes integrated with payment services, eliminating the need for third-party gateways and processors . In choosing Passport for both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As an enterprise solution, Passport Payments also provides an online portal for program reporti ng, maintenance, and managing card holder chargeback requests. With Passport as the payments processor, the City will eliminate the need, added costs and hassles of disconnected third party vendors . Unlike any other competitor, Passport manages the entire infrastructure of payments, allowing for a more re l iab le and stable environment. The City will also benefit from Passport's specially negotiated rates through its partnership with the Card Networks. 5 Passport is ab le to p rovide its payment services i n Cities that do not have or pl an to have a mu l tl -vendor environment. i ! Passport pass po rtin c.co m r:fp@oassportinc com 2020 Pa ss port La bs, Inc ■ 1 I _ 96 99 Mobile App Gateway VISA •• ,t,c,irt.<1:ord LOWERING PROCESSING COSTS Web App Processor Connected Partners Merchant Account. I As a park ing and transportation expert, Passport has negotiated discounted credit and debit card rates that apply to small-transaction-size mobile pay parking payments . Additionally, with daily settlements to improve cash flow and flexible pricing options, Passport Payments offers the most competitive tools to meet the demands of the City's parking operation. RELIABILITY With Passport Payments as the City's processor, it allows for tighter control over the entire 'park -to- pay' ecosystem. This creates a more reliable solution versus managing separate gateways and processors. Passport operates the mobile app, mobile platform, payment gateway, merchant account, settlement, and reporting on an integrated platform, providing enhanced visibility and control across parking and enforcement programs. STREAMLINED OPERATIONS Passport Payments is integrated across the entire operating system --including connec t ed partners - making it simple to manage and collect daily credi t and debit card funds . Choosing Passport to support both park i ng and payment needs helps reduce the number of handoffs and touch points that are needed with th i rd-party processors and gateways ultimately improving the speed , secur ity, stability, and accountability of your operation. City adm inistrations w i ll have real-time access to an online reporting dashboard and chargeback management system to manage financials i n one backend , elim i nating the need for ad hoc r eporti ng queries. Addit ionally, the City w ill have access to ded ica t ed support that will ass ist with any inqu ir ies or concerns regarding the payment product. SYSTEM SECURITY As w ith all Passport offerings, security is paramount In prov iding the highest level of service to cl ients. Passport use s an advanced token system that r emoves sensitive card details f rom the envi ronment. Tokenization converts a cred it card number to a random strand of characters, i ! Passpor t passportinc.com rt;o@oassportinc.com 2020 Passport Labs , Inc ■ 1 I _ 97 100 rendering the data use less to crimina ls or hackers . Passport Payments is PC I certified as a Leve l 1 service provider by all major card networks/brands and undergoes annua l certification to mainta i n this comp l iance. Also, through partnership with Amazon Web Services (AWS), Passport can obtain government compliant security, such as AWS Government Cloud, to which other processors might not have access , as they are not spec ialized in this industry. Finally, Passport is committed to maintaining strict compliance with regu latory requirements in the payments space. Since 2015 , Passport has provi ded integrated merchant processi ng services nationwide, and has now upgraded its infrastructure and registered as a fu ll service merchant serv ices provider. With th is new status, Passport has an obligat ion to meet certa i n regu l atory requirements defined by the federa l government, financia l instituti ons, and card networks. Compliance with these requirements he l ps ensure that Passport is safe ly and secure ly processing funds for i ts cl ients. Passport is ded icated to ensuring the highest leve ls of secur ity for cl ients and adapting quickly to new regu l ations. Rate Management During implementation, Passport will work with the City to define its parking zones , ru l es , and restrict ions i n accordance with City bus iness ru les. Passport's mobi l e payment so l ution empowers cl ients to support their dynamic parking environments and the peop l e that trave l within them. It is important that cities have the ability to flex rates and ru l es to reflect the parking areas and faci l ities in play, and Passport offers comp lete vis ibili ty and d iscretion over the rates i n pl ace throughout these locations . This i ncludes managing various rate structures, overriding rates for events or ho lidays, and implementing new rates with the assistance of Passport's Product Support experts. The following examp l es demonstrate some of the rate configurat ion capabilities uti lized by Passport clients : • Multiple Time Limits/Day: Passport can easily accommodate mu ltiple time l i mits in a given day. Rate Chains can be for as short as a m i nute or as long as a day, given the regu l ations on that bl ockface . Th is all ows Passport to configure the most comp lex rates, including mu lt i pl e time l imits i n a day, increas i ng ra t es, and prora t ed ra t es . Add it ionally, with Passport Parking, the parker wil l be ab le to clear ly see the change in rates based on the time of day. • Event Rates : The City can create event rates, wh ich will override existing rates , to easi ly accommodate spec ial events and capture additiona l revenue . The event r ate se lects a particu lar zone with a speci f ic start and end t i me and rate start time. The City wil l also have access to an Event Summary Report, wh ich w i ll show the r evenue captu r ed from events with i n a specific time frame, the number of t r ansactions, and deeper dives i nto ind ividua l eve nt detail s. • Holiday Rates: Passport can accommodate ho l iday pa r king through either free parking, custom rates , or through parking restrictions which will be set up during implementation . Once rate changes or park ing restr ictions based on a particu lar event or ho l iday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an app l icab le zone . • Minimum/Maximum Durations: Passport can work with the City to define a zone 's minimum (e .g. 15 minutes) and maximum parking duration and is ab l e to configure the rate such that users are ab le to se l ect increments up unti l the max imum parki ng time, depending on how l ong they intend to park. Passport's Product Support expert s will define unique attri butes for the different zones across the City's parking environment. The Passport Operating System conso l idates the maintenance of i1 Passport passportinc.corn rfo@oassaort 1nc cgm 2020 Passport Labs, Inc •1 I 98 101 parking ru l es and through pub lic AP l s, un l ocks the abi l ity to ma i ntain and update mu lt i pl e parking payment op tions without the hass l e of working in mu ltip l e systems of record . All integrated partners will be ab l e to access City zones and po l icy Information from an integration between Passport's system and the i r app l ication. This means that whenever t he City wishes to imp lement any of the above -listed rate restrictions, that these configuratfons will be iterated across all integrated partners without any add tt iona l effort. Audit Capabilities While many compe t itors offer an aggregated backend system , Passport is the on ly provider t hat processes t he rates , ru les , restr ictions, payments, and customer serv ice within its Operating Sys t em . Rather than packag i ng the ru les, ra t es , and restrictions and communicating them with the third party-app l ications, the Passport Opera t ing System manages all of these difficu lt tasks w ithin its backend system and communicates w ith third-party applica t ions via open AP ls. This setup br ings a few distinct advantages i ncluding: • Reduc ing Third-Party Requirements: By lim iti ng t he amount of work needed to be performed by third-pa r ty applications (rate calcu l at ions , payment processing, reporting, etc.) Passport's system allows for more app li cat ions (even beyond trad iti ona l parking app l icatiohs) to offer parking payments . These applicat ions can i nclude mapp i ng applicat ions, wayfinding app l ications , in -car enterta i nment systems , and more. • Instantaneous Updates : Real -t ime changes can be made with i nstant communicat ion to the third-party applicati ons tying into Passport's system . Therefore, sho ul d an update be made i n er ro r (e .g. a new rate incorrectly programmed ; a day incorrectly restr icted from parking) that requires a cor r ect ion , all app licat ions wi ll be updated without requ i ring any documents to be distributed to third parties . Serving as a "si ng le-source-of-truth" for t he City , t he Passport Opera ti ng Sys t em is i nheren t ly built to audit discrepancies between City-approved pric i ng and the pricing actually being charged to customers. Passport makes this poss i bl e by lim iting the chances for transcri ption errors using pub l ic AP l s, which connects al l approved vendors to the same, un iversa l database (Passport's back end). All vendors w ill be required to connect to Passport's AP ls in order to transact i n the City parking a reas, elimina t i ng a r ate discrepancy r i sk across diffe r ent mobi le applications. Whi l e other operating systems commun icate guide lines for calcu lati ng rates and processing funds, Passport comp letes t hese tasks in ternally . Th i s r el ieves the burden off of third-party payment providers who are not familiar with performing these types of rate configurat ions and allows Passport's specia lized team t o comp lete t hese tasks on beha lf of all invo lved players . Simply put, th is means that whenever the Gty wishes to impl ement rate changes o r restrictions, that these configurat ions w ill be i mplemented across all approved app l ications, with no add itiona l input from the City or the third-party vendors . As Passport has performed these configuration respons i bi l ities across millions of transact ions worth bill ions of dollars, the City can re ly on Passport to take ownership and comp l ete these tasks effective ly . Customer Service Dashboard Through the Passport Operat i ng System, the City will rece ive a strategic pl atform to manage its business ru les and log ic, determ i ne el igibi l ity, manage rates, and ensure compl iance and enforcemen t across all of the vendors and app lications opera ti ng in its parking env.i ronment. The Passport Operating System will not on ly set up and configure the system to all ow mu ltip le faci litators to transact with in their respective app li cations, the system w ill al so conso l idate all transact ion data into Passport's system fo r analytics and reporting. Passport's ana lytics dashboard i1 Passpor t pass porti nc .co rn ifp@passport 1nugm 2020 Pa ssp ort La bs , In c •1 I 99 102 and reporting too ls w i ll include information from all autho r ized app l icat ions t r ansacting park i ng sessions in the City. From a customer service perspect ive , these too l s wi ll empower Oty staff to quick ly access the information needed to res ol ve any customer inquiries or comp laints . Using Passport's backend system, staff can query transactions via a number of filter criteria (e.g . date, license plate number, status, location, etc.) to locate a particu lar parking session . From there, if administrative staff were to se l ect a parti cu lar transaction , the system wi ll drill down on additiona l detai ls includ i ng where the park i ng session took place, the financia l detai ls associated wi th the transaction, start/stop date and time, as we ll as many other aspects associated w ith the park ing session. Th i s data will be collected for a ll parking sessions , regard less of which app was used to initiate the transaction . A samp le of this information can be seen on the followi ng page . Additionally, as the City will be leveraging Passport Payments, it will have the full functi ona lity Passport has to offer from one system . The City will have an integrated end -to-end payment processing system that enab les credit and debi t card financia l management via a real -time report i ng dashboard and chargeback managemen t system . In trad it iona l so lutions, adm l nistrators re ly on a co ll ection of third -party vendors' systems, and are requ ired t o rev iew and respond in a different system than they used to obta in evidence, slowing down the process. Passport Payments allevlates that burden by allowi ng the City to see all information In one place and provide the ability to manage and respond to card ho l der inquiries and disputes more efficiently. i1 Passport pass porti nc .co rn ifo@oassport1 nc rom 20 20 Pa ssport La bs , I nc ■1 I 100 103 ~ Sess ion #59081449 ~ B iiit Se5S1on Deta ils Porker ID 81363108 02/16i201 9 • a 27 AM Mount Vernoo East• Loci 09051 t $5 .22 l~~ ~V18' .:.. Operator Details Opa,alot Na"w c-,. .. C.hlciq,o IL Opt,ator l.ocatlon Ctiloogo IL canun::1 lnfotlNlllon Vn 11 ~ Fr.bc.h (9'14)00 1 m• Support tn.fonnalion fas 1.-1.bll ltell!).Jhoo com (nM i00-8181 Optf:ator Noles MPW. chk:agopa~ng ppp rt.com CAADS ACCEPTfll VI•• MosterCaid. A.MEX. O•sawer. N<tw"'1< • Prmner Dc uuls Foc:Uit.-to, Name •1b I ProclJd.Name .. ,..,, Conlact lntOfm;iitlon V11le ntlna Fritsch b londa...k.in halmill.com Mount Vernon Eut • Loe• 090511 209 ~ llm•Zon• ESTSEDT ReparkLIM:kOIJ l 0 Conv-enie,ncr.fee St.ind rd F~ Cl c1mlr. Lo1Type htens~pl Min Parkin; a St&ya 1,1,v'el' Dmhwt~ • J5 c:en l 1': (Repe,at t.ibse) &.oys 0 ¥0!' ho...-e O ceriti (Repeat. hi.lie~ Parku,gFH Coove nien:e fee Se !islon Exu.•,nllk>n Tow Fee Sp11e~/lPN ◄IL) AB C123 SI.art U21 1b/20 9•8: 7 AM h,mtntlnfo Mas1e1 card-Ol78 Whltoliilhl y .. Mu Parking a ute:nd Conv~M'nO!!: r-ee SL.--.ndard FH O cen•s En uy T)p, "IIP End 02/16/2019 9:21 ,Q,M B~Ung Type ~bVOeiln.c.u:d Vok<ISMS (332) 621 4070 S'tdy:J o,e O m h·1u1~ • !l!i c~CS (R~pt,.1!1.1 f al5~) Sby OV(!I' 1 houi and Sij n1'M.Att Ocerle (RipeoL l as.el 1487 5035 $050 $5 .22 Rote Det••I • hell 1, toil Rate 2 hrs mt111. stny .$1 25/h r 8am-6pm Mon-Fri Rat@ will re,tert tYery 24 hout$ Passport also offers reporting options, described in full detail below under Multi-Source Reporf1ng, that provide even more detail surrounding parking activity, which can assist in comprehensively investigating customer service inquiries. For example, Passport's Transaction Report includes a wealth of data surrounding each parking transaction, which can be exported to Exce l for additional analysis and fi ltering. Fields in cluded on this report: i! Passport Passport Transacti on # Merchant Transact ion # Reference ID Facilitator Name Parker ID Rate Name Zone pass porti n c.co m rfp@passportinc com 202 0 Passport Labs, Inc Zone Name Space/LPN LPN State Entry/Ex it Time Parking Revenue Convenience Revenue Validation Revenue Transact ion Fee Net Revenue Payment Type Card Type Card Tai l Method Total Extensions •1 I 101 104 Marketing & Signage Signage provided by Passport is designed to be uniform and consistent . This means rather than promoting its own brand , Passport has made signage as s imple as possible for the City's parkers. As more and more cities welcome multiple mobile pay vendors into their environments, using neutral signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing d ifferent signs across various vendors . Passport's signage will direct parkers to the parkingapp.com webs ite which will show them a li st of all applications available to pay for parking within the City. Passport continues t o study this multi-vendor trend and is the first mobile pay provider to proactively create designs that support this model. In partneri ng with Passport now, the Cit y will receive future-proofed signage that can accommodate other providers shar i ng the same space, if the City chooses t o take this approach to parking in the future. Passport encourages the City to consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applicat ions and more . In the signage example to the right, the bottom-right pink rectangle is where the City can insert its own brand i ng/logo . Passport highly recommends the use of neutral signage, as this will provide the City w ith a number of advantages: • All parking options are hosted digitally, mak i ng it easy to add and remove appl ication options in real-time • Th is dig ital ma i ntenance never requ i res phys ical signage updates • Pa r kingapp .com is designed and tested to make parking simple, fast, and convenient • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, not one specific vendor Passport's approach is to create a marketplace that encourages each player in the City's park ing environment to be compet itive and drive users to their application. Wh ile the City will be responsible for owning all marketing decisions and choosing how to post des i red signage , Passport w i ll provide information on how signage works and how to help boost distribution. Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results . Passport's team will leverage its deep understanding of the park i ng industry, user preferences, and large-scale market i ng execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i1 Passport pass portinc.corn r[o@passaort1nc cqm 2020 Passport Labs, I nc •1 I 102 105 Frequentot Allced Questions """ ...__~--~ ·!'fl•" ~• ...... ~ lu tl--..ppurn 1r-t-!•tl•\lftftt<11""" ~~"flll WtW11t1:a11JA,fl _..,.I~-•-.. ,. .... -• -~ Jil'ICt ... ,M-,..,,,, .... .,.., Way• to pay in "Futu~ton. us • zono 12345 .. ...... - r •• - .,,. Passport can prov ide the City with signage best practices, proven to educate users and drive the highest utilization rates . During implementation, Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals , as well as the appropr iate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transact ions by up to 76%: • 1 sign per 10 spaces for parking lot/garage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simu ltaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of information so that the UR L and zone number are most prominent. In addition, the typeface was selected through multiple rounds of end-user testing to ensure it's ADA compliant and is legible from a distance. Mu/ti-Source Reporting The Passport Operating System back-office reporting will equip the City with the too ls it needs to run and download parking reports that may be used for analytics, financial reconciliation , and/or support purposes . The system consumes all transactions generated on the Passport Operating System, regard less of whether the transaction was generated vic1 Passport Parking or a third-party application. This universal aggregation of data will allow the City to analyze trends in their environment to predict future progress and imp lement data-driven decisions . As Passport continues to introduce new features within its back office, the City will have access to dashboards, data visual ization, and enhanced search capabilities . Below, Passport has highlighted multiple reports including the various methods of delivery (Dashboard, Report, or Download) that Passport will use to deliver information to the City . i ! Passport pass portinc.com r[o@oassportlnc com 2020 Pa ss port Labs, Inc ■1 I 103 106 City staff wi ll be ab le to find their reports within the "Reports" modu l e of the back end system. The ava ilab le reports will be l imited based on user access restrictions and can be quick ly searched by entering search terms or using the "Fi lter'' functionality on the right-hand side of the screen. Transactio n Lo ok up : This report will like ly be one of the more frequently used reports by the customer service staff and is used to find particu lar transactions as additiona l information is needed. For examp le, if a customer ca ll ed in asking if a parking session cou ld be voided or refunded, the customer service staff wou l d use this report. Within the be low report, the user has entered two fi lter criteria: License plate = "ABC123" and Status = "Active ". Therefore, the report shows all of the transactions that meet the two fi lter criteria . Should the administrative staff have an interest in downloading the report they can se l ect the down arrow i n the upper right corner and the report will be down loaded as a ".CSV" file. Tran saction Lookup Q.. ( 1-N"AEl(IZ-(si"•.:!,._ ..,,, SfflR:t4.dQ 5'1l(dt14dQ S90R"t449 S"v"1449 590'5,l448 590,lll-4 4'1 SJW.1!1449 S"JOl!1..44'J 'l()fif44t] ~908l449 S'-Otn441J 5908144'] ..5i'Olr 44l;! 5i0tt 441J 59001«9 59(MU44~ 5q(IRt44i t;CAP•.LtQ i! Passport lJ!Hfl 3iina,oa (NCl ABC 123 !006630 1 (HC) ~l!C 123 92621D73 (>IC) ABC 123 9523 0'i!in ' ) ABC !U 2226 529 (NC) ABC IZ3 $406889 IHC )il.BC!23 41918408 NC} ABC123 191D3769 (NC) AOC lZ3 7@171945 tNt ) ABC 123 ~71713«J(l (N CJ ii.BC 123 j§.s912..43 ti J ABC 123 839.$1048 (NC) ABCl23 40020b7'J (NC) .. c 123 l.C1!35c6 (HC)ABC 123 5l0804•5 ' I A8C 123 16348499 INC) ABC 123 88QG751JO (NCI~~ f2l aoc..<1.,,.~,;a INJ"l AAr 111: pass portinc.com rfp@passportinc com 2020 Passport Labs, Inc ~ ,., .. -,,., It_ oan11201Q 1'llPM 08127/2.0lQ 7-2.6 PM SH0 0•10•1201• R02~ 10/0M2019 120 AM S175 111D6no10 7 ·66 PM 03/0QnOlQ 12:48 PM S1 5 Ofi ,'23 '2019 10.2:4 :i..-03 ,'t),n010 l37AM S200 .. , .... 118/110r.10 19 'iJlN/i 05/221201'i 2f11AM $17~ 'uO¥Tr 05/llll201• 1?;21 ""' 01 /2912019 !SOAM $125 0'5 1"11112019 814AM 11/19n.Ol9 441AM SI 00 """' I 09/'Zl,/2019 l 12P~ IMfUino,9 41i5AM $1 00 To'I:: I 03.rzrno11J 4 ... AM D9fi6/2019 10 01 r wi S21CI 07n,V2019 ,21AM osnai2019 2 DAM $0 75 09n'!/'°19 .. ,.p,; 02,•0'5/10 '9 1U;S4 AM $071 H !Ollfi019 9U6PM osro2:no19 11 :00AM s, 2.S OS/,251,019 o33AM 05/1 019 003PM Sl ZS 04121 019 3S5AM 09 ,, 0 9 658/.M 91 .25 03/05/2019 b'A AM 12'l1 019 O:A,f PM SHO 02/f21201il 311 AM 01/26 /201il Y-..52PM Sl 50 osro1,,01q 7'2~ 12f11:'i"01Q 0-2111PM S1S0 ,7 n.tno,,n~o 1•1.t.&.A,1 1trn~1?11,o .t:.,e:u " "' •1 I 104 107 Dashboard: The team using the back end system will be given access to a dashboard wh ich quickly highlights a summary of information including items such as Transaction Revenue, Fee Revenue , Total Sessions , and more, wh ich can all be filtered by preset time frames . The below image highlights the various metrics that will be able to be seen by City's staff. Activity Ove rvie w for 11 ,a o ,, Tr1011c:1lon Rtv1m;:e Fee Revenue $64,463 $3 I 1 51 Transactio n Revenue v $64,463 . 11 11 1,11 i ! Passport passporti nc .com rfp@passportinc.com 2020 Pa ssport Labs , Inc Tolal Sesslofll PukHour 1,478 8:00AM r •1 I 105 108 In addit ion to reporting with i n Passport's back end system, the administrative staff will have the ability to export many of their reports, and schedule certain reports to automatically run and email according to a defined timeline. Below, Passport's Summary by Zone report has been exported to Excel. This report highlights figures such Zone Number, Parking Revenue, Net Revenue, Transaction Count, Convenience Fee Revenue, and more on an individua l zone basis. ••• -6 ~t()•l).. 'l~l'lfn111y v,,u,l'N.~1 -----.... :i. 6:1"' ,.._..~ '",-,'1 ~ • .,., U~••• ,-ll""TU•••• !,ll,,1• c..-.,.._.,. 09Y0'11iJpo-~ '!.. .. .-., ..... , •IKllllll!~~IIIC~:-.•~~m~am=:m:i~~=~--•11:12~~~malll!l!n~mC"l:!~l;':lli::!!~~•n~~• • "' II\ ;,i " u u t "\ , . ., \ ,w .. ~. "'\, H "h ",. , ... 'i-' ,. n\1 ,. . n "'i 111 ,. ,.~. ,. ,, 11'u " In addition to the reports highlighted above, Passport provides access to numerous other reports focused on financial metrics, management of customer accounts, parking validations and more. Passport is more than willing to provide additional report examples If the City is interested . Passpo rt Payments also adds an additional level of detail to the City's reporting capabilities. City administrators will be able to access operational and financia l reports all out of the same system, making it easier to reconcile accounts, view parking data l inked to payment records, and review detailed settlement information. Ultimately, having fewer systems and vendors will resu lt in improved speed , efficiency, reporting, and visibility --giving the City full visibility for better decision making. Integrated Technology Passport provides different types of integrations with partners and the City's vendors to ensure the City is able to provide a fully integrated parking experience to its citizens with multiple mobile payment options. Passport's integrations are highly standardized and publicly documented to ensure it's providing the highest visibility possible into City operations. The integrations Passport provides accomplish the following: • The addition of new mobile payment options for the City's parkers on Passport Parking's platform. i! Passport pass porti nc .co m rt:o@oassportlnc com 2020 Pa ss port La bs, I nc ■1 I 106 109 • Abi l ity to report across platforms for payment options both on Passport Parking's pl atform and not, I.e. meters or incumbent mobi l e pay providers. • Abilfty to enforce parking sessions generated on Passport's platform . • Provide additiona l insight into parking occupancy via integrations with l oT systems, l ike sensors. There are different types of integrations Passport offers, a comb ination of these different integrations will like ly make up the City's environment: • Full integrations for faci l itating parking payments . • Data integrations for mu lti-source reporting & enforcement. • Enforcement integrations. • Sensor integrations. Full fnt iro Jons for Foc,flta in Parkin Payment Customers will have the ability to pay for parking using any one of the City's mobi l e parking payment vendors. When using the application supp l ied by Passport, after se l ecting a zone, entering their LPN or space number, and se lecting their duration of stay, customers will confirm payment for their parking session. Once initiated, the customer's card will be immediate ly authorized for the initia l transaction amount, but the transaction will not be captured until the session is expired. Customers will be emai l ed a detai led receipt of their parking session, outlining all session detai ls and associated fees. Customers can access their parking history to see all previous sess ions and resend receipts, as necessary. The Passport Operating System will al so allow the City to take the unprecedented step of accepting payments through Integrated third -party parking facilitators . These integrations use Passport's pub l ic AP l s (or data connectors) to interface with City zones' parking rates, create sessions, and collect payments . All of Passport's partners (as defined above) will access the City's data via these AP l s, which means the City doesn't have to configure Its zones and rates in another system for these payment options to access them. As a fully implemented client of Passport, the City's zone and rate data will be configured by Passport's Imp l ementation Specia lists and accessib le via these publ ic AP ls to fully Integrated partners . Be low, Passport has highlighted the user flow for one of its early third party payment faci litators, Goog l e Maps. i1 Passport pass porti nc .com ifo@oassport1nc com 2020 Pa ssport La bs, I nc ■1 I 107 110 Google user experience ( Il l ustra t ive & subject to change ) _., • User init iates session in Google Maps (i0S or Android) P,y ooo man,ge parking w lth Gocql Poy .,._.. • l!l ! .. ' .... ~ Panolngzooo 2 5 8 0 m ! Gl Vchloe delilk User transacts in mobile web hosted & powered by Google Pay Ill ! Google user experience (continued) ( Il lustrative & subject to chanoe ) ... , ..... m 1 ..,,.... .. _ ... _ 0 I - P>tl!U'llil !C\OOAM 00 :29 :0 8 ... -.-io-•1'11 User transact s in mobile web hosted & powered by Google Pay There are four main APls accessible to fully integrated partners (in sequential order): 1. Zones: A partner will make a request for zone information by send i ng Passport a zone number query. Based on the zone number, Passport will return relevant information to the partner to convey the zone 's configurations and rules. Example data returned to partners: i! Passport • Geolocation pass po rtinc.com rfp@passportinc,com 2020 Passport Labs, Inc •1 I 108 111 • Zone name • Zone notifications • Settings (Le . extensions, stop parking, grace time) • Restrictions 2. Rates: Once a partner has made a request for zone information and the zone is indicated as open and not restricted, they will make a request for avai l able rate increments. These rate increments are derived by the partner providing the following information in the request: parking session start time, space number or vehicle information (if applicab le). Based on the request, parkab l e t i me increments and pricing based on the City's rate po l icy are returned to the partner. 3. Quotes: The partner wi l l then request a parking quote for a parking session within a given zone for a set duration. Quotes expire after 5 minutes -this ensures parking sessions are started with fresh , up-to -date rate information that abides by City parking po l icies. 4 . Sessio ns: This is the fina l request partners will make to Passport before a parking session is created and a payment is made. The sessions request is made by the partner providing a va lid quote and encrypted payment information from the user. Additionally, this AP I is used to extend and stop parking sessions if those settings are enab l ed in City zones. Additionally, all fully i ntegrated parking faci l itators will process payments via Passport's merchant processor and gateway, meaning the City will receive a sing l e remittance into its merchant account for all fully Integrated partners and any transactions processed vi a a Passport application . For add itiona l information on Passport Payments above. Data lnte rat on J or Multi~sourc port ng En/or m nt Passport provides data integrations to give t he City reporting visibi lity Into its entire parking ecosystem . Passport understands there may be scenarios where the City's hardware vendors may be unab le to fully integrate w ith the Passport Operating System, so Passport has bui lt a standardized AP I so that they can share parking transaction data to Passport. The data provided through data integrations all ows Passport to layer in park i ng transaction data that was generated via another parking system alongside transactions generated on its pub l ic AP l s (fully integrated partners and Passport apps) for reporting purposes. Additionally, a data integration provides City vendors with the option to share parking session data that can be fed to its enforcement provider to streamline the enforcement data flow. Passport's standardized AP I spec is documented on its deve loper porta l and accessib l e to registered partners, similar to full integrations. Vendors shou l d integrate directly with the AP I as defined by the spec, as the information collected is comprehens ive in giving the City the information it needs to report, financia l ly reconci le, and enforce those transactions. If the City wou l d like for a vendor to integrate with Passport via a data integration, It can share Passport's deve l oper porta l w ith said vendor where they can register for account credentia l s and access the AP I spec. Be low, Passport has provided an abbreviated l ist of vendors it integrates with including app providers, enforcement prov iders, and meter providers. Currently, Passport maintains active integrations with more than 35 software providers in the parking industry including mobi l e pay app l ications, paystations, meter companies, and mu ltip le enforcement providers. If the City is interested in a particu lar provider Passport is more than willing to answer addit iona l questions or schedu le a conversation. i1 Passport passportinc.corn ifo@oassport1nc wro 2020 Passport Labs, Inc •1 I 109 112 App Providers Enforcement Meter Providers ParkMobi le Data Ticket T2 IPS PayByPhone Conduent UPSafety Flowbird (Parkeon/Ca le) LAZGo AIMS Gtechna MacKay Meters Goog l e Maps/GPay Duncan/Civic Smart Brazos/Tyl er T2 (Lau nch i ng Q3 2020) Techno l og ies EXampJe Data Flo Diagram Sce na r io 1: The City's parking ecosystem offers a Passport application and/or fu ll y integrated partner app licat ions . • All parking sessions will be created, and all payments w i ll be processed by Passport's system . • The City will receive a singl e rem ittance from Passport for funds collected . • All parking t ransact ions comp leted on Passport's p latform, no matter wh ich app l icat ion it was generated from , w ill be availab le to enforce based on the configured enforcement integration . • All PII end user data is created and stored in the respective party's database and is not access 1bl e v ia Passport's back office. Passport Thir d Party Sys tem UserPII i Pas 5PO rt Aoo lication user Pl l • Thi rd Pa rty A ppl l<:>tl o n ... Reporting a •cl COOl!l lldnt r aym• cs ·-IIII Merch,rn t Proce sslns Pass port Enfo n;:ement Scenario 2: The City's parking ecosystem offe rs a Passport app l ica ti on and/or fu ll y in t egrated partner app l ica ti ons . In tandem , the City has an estab l ished cont r act with an incumbent mobi le pay provider and their system is runn i ng "a longside" Passport without a full integration . • Incumbent provider parking sessions are generated in thei r respect ive systems, meaning the City will need to manage zones , rates , and ru les in both their syst em and Passport's. • Funds co ll ected for parking sessions w ill be processed via the City's exis ti ng paymen t configurations wit h the incumbent provider and Passport, meaning remittance w i ll happen by both parties. i ! Passpor t passportinc.com rfo@oassportlnc com 2020 Passport Labs, Inc ■ 1 I _ 110 113 • Should the City ask its incumbent mobile pay provider to share anonymized transaction data with Passport via a data integration, those sessions will be pushed to Passport for reporting purposes. • The City's existing enforcement integration will remain intact for incumbent parking sessions and will run alongside Passport's i ntegration with The City's enforcement provider. • All PII end user data is created and stored in the respective party's database and is not accessible via Passport's back office. Incumbent Of Meter System P• port Third P•rti, Svstem i ! Passport lJ r PII - Incu mbent Applk:ation or Meter U,er PII •• i Passport Appl lC3t lo n U'i PrPII • Thi rd Party Applk•tion passportinc.com ct:o@passportinc,com 2020 Passport Labs, Inc Ses.5 1ons Incumbent or Meter System Anonyrn.zeo s~sK>ns Passport P ComplQ nt Payment& Incumbent or Meter Rcpc,rti nc IIII lna,mbent or Meter Mercham Proca>lne Enforcement PP Reportlna IIII PP Merchant Process in,: Enforcement •1 I 111 114 PROJECT AP ROACH The imp lementation of the Passport Operating System w ill be driven by the Cl ient Impleme nt atio ns and Pr odu ct teams. The Cl ient Imp l ementations team is made up of Project Managers and I mp lementation Consu ltants, whose so le respons ibi lity is to quic kly and efficiently l aunch products for cl ients . The Product team will also serve the City in a project manager capacity . They w i ll be i nvo lved pri mar i ly during the setup phase of the City's impl ementation, l iaising between Passport's engineering teams to communicate configurations and ensuring Passport's so l ution al igns w ith City objectives . During the i mp lementation process, a Client Success team member will also be mon itoring the project so as to be ready to take over after product launch. The Cl ient Success team, al ong with Support Services, will be the main contacts for the City f rom the point of launch through the enti rety of the contract. During the contracting phase, prior to implementation, the So l utions Engineering team will work close ly with the City as Passport bui lds the So lutions Design Workbook (SDW) and the Scope of Work (SOW). The SDW is used to gather all current parking regu lations the City current ly has i n place (I.e. rates, t ime l imits, etc.) and the SOW is mutua ll y agreed upon document l aying out all the functionality to be provided via Passport's products and services as well as any custom configurations or integrations that will be impl emented with the project. The detai ls of the requested product and its features wi ll be express ly documented and agreed upon between both parti es w ithin the SDW . The signed and comp leted SDW and SOW will be handed to the Cl ient Imp lementations team to be used as the foundation of the imp lementation . Department Team Member Responsibility i1 Passport So lutions Engineer Project Manage r I mp lementation Consu ltant Product Manager Client Success Representa tive/Manager Systems Analyst pass p ortinc.com ifo@passportinc com 2020 Passport Labs, Inc Works with the City during the Contracti ng phase as Passport bui lds the SOW & SOW which w ill outl ine exactly what the City w il l and will not be receiving from Passport. Works d irectly w ith the City and its stakeho lders. Deve lops a tai lored Project Plan outlining mi lestones , deliverab les, ro l es, and respons i bilitles of key interna l and externa l stakeho lders. Manage s the techn ica l aspects of the project i ncluding bu il ding rates, i ntegration s, system testing, and configuration . Wo rks w ith the So l utions Eng i nee r once the Scope of Work has been approved to size any funct iona l requ irements and groom them before deve l opment. Avai lab le to the City from t he po i nt of contract execut ion to expiration ; provides conti nued support po st-launch . Determin ing root-cause software flaws through case intake and research and devel op i ng techn i ca l so l utions to improve product funct iona lity for customer operations . ■ 1 I 112 115 Passport has deve l oped an imp lementation process that has successfully launched Passport's mobility so l utions for more than 1,200 clients in a time ly manner. To keep the process lean , Passport maintains active integrat ions w ith more than 35 software providers in the parking industry. Passport designed its imp lementation process to be dynam ic and flexib l e, whi le st i ll maintain ing qua lity. Additionally, in order for the City to access all of the features that the Passport Operating System offers, Passport wou l d need to serve as the merchant of record . Without serving as the merchant of record, or the organizati on processing the funds, the Passport Operating System wi ll not be ab le to issue refunds within the conso l idated backend nor wou l d Passport be ab l e to aggregate merchant statements. Instead , the City wou ld be forced to go to each individua l app l ication's backend to issue refunds while also receiving one merchant statement per app l ication provider. Th is requirement is not unique to Passport and is the same for each operating system provider. Implementation Phase Breakdown Be low is a breakdown of Passport's imp lementation phases which identifies all steps that will take place leading up to system launch . Passport's attention to detai l and l eve ls of depth are comprehens ive when creating imp lementation plans to ensure that cl ient needs are met. Responsibilities of Passport, the City's vendors, and the City itse lf are outlined to define clear ro les throughout the process . The City can expect to receive phase breakouts, as disp layed be low, indicating key steps within each mi lestone. Pl ease note that the phase breakdown provided be l ow is an examp le plan that is subject to change . Further detai l s regarding system configurations, i ntegrations, and other City -specific needs will be fully flushed out in the Scope of Work process duri ng contracting . After these discussions, Passport and the City can determine a more definitive and mutually-agreeab le time l ine l eading up to system l aunch . Owner Both Passport Both Cl ient Implementation Phase Breakdown Task Na me Initia l introductions (Rev iew SOW) Sa l es handoff Project kick-off Confirm main points of contact and establish week ly meeting time ---- Environments/ Rates (Phase 1) Both Both Passport Passport Passport Both Client i1 Passport Confirm zone configuration (sub-zones, LPN, space) Confirm rates (times of day, pre-pay times, notifications, etc.) Create operator Comp lete environment and rate bui ldout Move client to test processor for testing Perform environment and rate testing Provide sign -off on environment and rate testing pass portinc.com rfo@oassport1nc com 2020 Passport Labs, Inc ------------'======..;;, •1 I 113 116 Meter & Paystatlon I ntegration (Jf applicab le) Bo t h Client Cl ient Int eg r ation system d iscussion Ini ti ate contact w ith meter provider Reques t integration credentia ls Passport Fi na l ize in t egration setup Both Test i ntegration system Enforcement I ntegration (if applicable) Both Clien t Client Enforcement system d iscuss ion Ini ti ate contact w ith enforcement provide r Request enforcemen t credentia l s Passport Fi na l ize enforcement setup Both Test enforcement system LPR I ntegration (if applicab le) Both Clien t Client Passport Both Client Passport Integr ation discuss ion Ini ti at e contact with vendor Request credentia ls Configu r e integrati on Tes t i ntegration Integration approval Verify if a Marketi ng Pac kage was purchased Press Release Passport Subm it JI RA reque st for PR Passport Create launch press re l ease Clie nt Client r ev i ew & approva l of p r ess rel ease Signage and Deca ls Both Confirm signage and deca l s si zi ng (based on # of spaces ,# of entrance s, hardwa r e, etc.) Bo t h Confirm quantity for each sign/deca l Passport Subm it PO request Passport Design signage and deca ls Client Client r eview & approva l of deca l design Passport Orde r deca ls/s igns Passport Deca ls/s igns sh i pped Passport Deca ls/signs de l ivered to client i ! Passpor t pass porti nc .com rfo@oassportinc com 2020 Pa ssport Labs , Inc ■1 I 114 117 Client Client insta ll s decals/signs Passport Finance conversation with Client Passport Fina l ize merchant processing setup Both Test to make sure funds flow into merchant account Cl ient Sign off on merchant account Training Passport Schedu le training Both Backoffice / administrative staff training 1.aunch Passport Go-Live Passport Send DocuSign to Cl ient for approva l Cli ent Receive DocuSign from Client Mitigating Risk As with any project, imp l ementation issues and concerns arise that require an eva luation and potentia l change of processes in order to better accommodate clients . Passport has learned and adapted, over the course of thousands of i mp lementations, putti ng severa l best practices in place towards comp l eting work within required timeframes and maintaining continuity of workflow over the duration of project imp l ementations. Solutions Engmeerin Passport has introduced an emerging team, So l utions Engineering, to mitigate late discoveries re lated to environment-specific needs such as integrations, rates, and zone configurations. So l utions Engineering works to understand the comp l exities associated with specific environments. The team is designed to ana lyze every project prior to launch and determine any custom deve l opment required to meet the needs set forth by clients. In short, Solutions Eng ineer ing focuses on the "how" and "why" of client requests, exp loring the most appropriate so l ution for a need, setting clear expectations for both Passport and clients alike. Client tmpl mentot,on am Due to the high demand for working with Passport, new clients can experience l onger than average l ead times to kick off and implement projects. Additionally, Passport has found historica ll y that imp lementing a so l ution before taking the time to proper ly scope and test, can compromise the success of a program launch and ongoing efficiency for the genera l so l ution . A premature go-live date exposes clients to an increased risk of a prob lematic launch, with l imited time to conduct thorough contract negotiations, properly scope and depl oy all configurations, and suitab ly test the system to both Passport and client standards . In an effort to maximize efforts, Passport is constantly eva luating ways to ease this process for clients. These efforts include exp loring se lf-servicing too ls so that authorized client staff can diagnose and fix issues or imp lement changes without the assistance of Passport team members; restructuring the Client Imp lementations team/methods to rea ll ocate resources to the more time ly portions of the i1 Passport pass porti n c.c o m rfo@oassport1nc rom 2020 Pa ssport La bs, In c •1 I 11 5 118 imp lementation process; and maintaining clear channe l s of communication between the client and Passport in order to set clear, mutua l expectations for what w ill be delivered and timel ines. Passport's So l ution Engineering and Cl ient Implementations teams have comp l eted time ly rollouts across mu ltip le product l ines and rigorous ly tested and documented imp lementation workflows to ensure Passport is continually providing excellent support to clients. This belief and dedication is ingrained in every detai l of the partnership . After contract execution, Passport will immediately dive into the implementation process to ensure a timely launch. If the City chooses to work with Passport, we will begin bui lding a re l ationship that will allow us to continue to meet the City's needs now and into the future. i1 Passport pass porti n c.co m ifo@passportinc com 2020 Pa ssp ort La bs, Inc ■ 1 I 11 6 119 RELEVA T EXPER I ENCE Passport is trusted by over 1,200 clients and has imp lemented its mobility so l utions in more than 5,000 lo cations. To date6, Passport has processed over $1.9 billion in mobi le payments and brings over 30 years of experience in parking management. As technology rapid ly evolves it is imperative for cities to choose a partner that is committed to long-te rm success . Passport strives to continuous ly deliver upgrades and enhancements that are directly re lated to improving the overall technology experience for all program stakeho lders . Passport has supported a number of environments where government entities have supported mu lti-vendor parking environments, including the City of Chicago, IL, and the Los Ange les County Metropolitan Transportation Authority. This experience in configuring W.ffious nuanced rate structures across diverse cities has aptly prepared Passport to create the Passport Operating System . The following examples highlight Passport's experience imp lementing projects of high complexity and major scale within multi-vendor environments. LA County M tro Passport built and imp l emented a Parking Information Management System for LA Metro in 2018 that included mobi l e payments for parking, an end-to-end parking enforcement so l ution, digital permits, and a ridership verification system . LA County Metro approached Passport with a primary goa l of so lving one of its biggest prob lems. Metro's park & ride lots were being occupied by parkers who were not r iding transit, not leaving enough spaces for their transit riders. To solve this challenge, LA Metro partnered with Passport to deliver a ridership verification system bu ilt into its parking information management system, ensuring that individua ls parking in their park & ride lots were also riding transit. To accomp l ish th is , Passport integrated with LA Metro's fare payment system , TAP (Cubic Corporation), and tied every paid parking session to a transit fare , verifying that if someone parked In their lot, they also rode transit. Ucens~ Pla1e Ri!cognluon (IPR)ume1•• ~r,ar;drlver enters Ridership Verification System (RVS) Powered by i! Passport .. i , ,-0 ' I ' ' ' ' I Driver~•~ via 11,e Met10Parklng a.pp ()r ""ycir~tlon byent ring : • l!ctn<e pl•••# • TAP card# TAPc,mlAPI Comn-Ylers conrrrms con11dently «lvPI ls• ride the Metrondm M~1ro ' ' ' ' •• ------· ·-----•--'---··-------------·--------.. __ t W'l~n exiting. LrR camera; c~rklfth• 11rivcr paid ~ : Violators art Identified /lhostwho firherdldnl royotdldnl USt lll,Metm/ Billback System Powered by i! Passport Vlolator 1ntcmru t1on fsfdeniified throug/lDMV record, r\clmlonls iss ued and m•il•d lo the vtolaiot1 who can nay lnstanrty anllne throush Ml!ltro"s rra111i 1 rouri IA>1""1) ' ' . ' 4 --------··------------·'"'·------------•"'-----------j In addition to this aspect of the system, Passport i mplemented the Metro Parking application, for mobile payments at all parking lots and its digital permits for the admin istration of Metro's Monthly, Flex, and Carpool permits . The Metro Park i ng application, all digital permit types, and meter payments through Global Parking Solutions, are integrated with the Parking Information Management System to ensure r idership verification. 6 Q22020 i ! Passport passportinc.com rfo@oassportinc com 2020 Passport Labs , Inc ■ 1 I 117 120 Monthly, Fie>< & Ca r pool Permits Pl atform Fea t ure s: ➔ ➔ ➔ ➔ Limits based on availability by Pa rk & Rfde Automa ted waltllstlng l="or ced auto-renewal~ Real -time TAP card validation@ permit issuance Ridership verification through TA P API Ridership email reminders 2x per month Permi t, TAP It, LPN online management Automated permit suspension if rid ership levels not met Wageworks payments accepted Metro employee badge ID m~n!lgement Multiple LPN&. TAP ride r ship ve r ific,nion for Carpool permits Digit al Pe rmit Platfo r m & Rlde~hi p Ver ification Syste m (RVS) Powered by i! Passpo rt Driver bu~ Mont hly, Carpoo l, or FIGK permit vie the lA MtVQPtrmlo w b portalwrh: • Con1;ict Info • License te #'(~) • TI\PCJ1d ff • Metro E"'ployc" 10 Conmul•r parks tn opproprtate Par k & rude Lot 1/\PardAPI m n nrm~ r1rover meets ndersh1p r1t~ul1omcntG tnmonlh to ma1mu1 11 pe, rnlt Commuler,; ,nnfldPntly ndethe ',4ctro I •---••.,,.••..,•••-••--•••--•-••-•••••••••••••••••• .. ••••-••••••---•----I Finally, to ensure compliance, LA Metro emp loyed SP+ Munic i pa l Serv ices and armed them w ith Passport's enforcement so lution. SP + enforcement officers use Passport's enforcement app l ication, OpsMan Mobi le, to enforce all paid parking and r ider verification . Outside of SP + on -foot enforcement service , Passport partnered w ith the Authority to create a Billback process. This process included fixed Genetec LPR at the entrance and exits of every parking lot. If a parker enters the lot. doesn't pay for park i ng and l eaves, the LPR scans their plate and the PM IS automatically initia t es a DMV lookup and a letter or citat ion is mailed to the vio lator. As a fina l component of the project, Passport integrated with the LA Metro Transit Court to accept all citat ion payments . The court system utilizes a 3rd-party software system, Ax iom , of which Passport sends all citation data and receives payment data for reconci liation in the PM IS. City oj Chicago, IL In 2019, CPM trans itioned from a pay -and-d isp lay mode l to manage park ing payments, to an LPN-based system, in order to drive more digita l transactions at the curb. CPM dec ided to choose a different enforcement partner (Passport) than the City of Ch icago (Conduent), to create a more efficient system for its officers with a primary goa l of driving payment comp l iance. The two systems needed to be fu ll y integr ated and connected not on ly to each other, but also to the City's new parking meters (F lowblrd), its parking app lication (ParkCh lcago, powered by Passport), as well as the City's custom bus iness Intelligence and back office system (Canvas bui lt by IBM). real -t ime data flow and check-backs were important elements to make the system work efficiently across the city. In order to achieve this Passport bui lt a fu ll y integrated Parking Management Information Syst em to accommodate the City's new parking operation inclusive of the following: • Parking transact ions from Fl owbird pay stations and the ParkChicago app are ingested by Passport's engi ne in rea l-time. • Passport's AP I transfers the data to its parking rights engine, which becomes t he centra l source of truth for transactions . • Passport's parking rights engine is fully integrated into CPM 's enforcement handhe lds (Passport enforcement app lication , OpsMan Mobi le), the city's enforcement system (Conduent) as well as the city's bus i ness Intelligence and management system (Canvas build by IBM). • Both the City's and CPM 's enforcement officers can see session data from the pay stations, and the ParkChicago app . i ! Passport passportinc.com rfo@oassoortlnc com 2020 Pa ss port Labs, Inc ■1 I 118 121 • Passport's enforcement solution has an added last second check when the ticket goes to print, so when enforcement officers issue a citat ion, the system checks back one last time with the pay stations and the ParkChicago app to determine whether a session was actually active or not, creating a significantly more accurate citation issuance process. • Pa rking administrators in the office are able to view citation and parking session data in the back-office system, making adjudication more efficient; adjudication officers can quickly look up LPN, timeframe, etc. and pull a report so that both meter and mobile pay transactions can be validated when a citation is disputed . • To maintain a consistent user experience, and match city requirements, Passport ensured the layou t of the citations issued by its system and by CPM officers is the same as that in the City's system (Conduent). ii Chicago, IL: Parking Management Information System Par k ing Enforcement FLOW B IRO Passport', Accurate fickel Verificarion (Inst ,ocand pU'Jmont check) I \ i! Passport • i! PaSS?Ort e,,forcemt<m H.,iv,t,elrjs conduenr Erforc•ment system Bu lness lntelllg~nte ii< Man age,ner, System i by IBM) With Passport's enforcement look up feature, CPM enforcement officers are able to quickly type the first few characters of a license plate on their handhelds and within 2-3 seconds they're able to quickly find whether that LPN has a valid parking session (through a pay station or the ParkChicago app). With more than 100,000 transactions being processed every day, this feature creates a very quick and easy way for officers to enforce in real-time. CPM's officers now issue 1,500+ citations per day, or approximately 550,000 annually. City of Champaign . Urbana Univers;ty of Illinois Pas sport has vast experience with regional interoperability within its parking applications through its experience offering a single branded application to multiple cities , cities and universities, cities, and private operators, and more. One specific example is the MobileMeter app currently deployed in the Cities of Champaign, IL, Urbana, IL, and with the University of Illino is. In 2014, the City of Champaign, i ! Passport IL originally approached Passport with the request for a Ob ·11 e M t private label application. Knowing the city's proximity to the r City of Urbana, IL and the local university, the staff at the City passportinc.com ifo@oassportinc com 2020 Passport Labs , Inc ■ 1 I 119 122 of Champaign chose not to do a City specific logo with the hope that the other two entities would join the application after it went live fn February 2015. Over the course of the next year both the City of Urbana, IL and the University of Illinois joined the MobileMeter application . Therefore, anyone parking at one of the 5,000 metered spaces throughout the two cities or the university could use a single mobile application, MobileMeter. Since 2015, the application has completed more than 1 million transactions . Passpo rt was able to provide a solution that cr eated a seamless transition from one parking environment to another, easing the parkers experience . The app provides the residents and transients for Urbana, Champaign, and the University of Illino is the ability to pay, park, manage and extend their parki ng session via their smartphone. The rea l perk of the parki ng app is that it gives users the functionality to handle the experience solely from one app while they are in any of the three locat ions -there's no need for users to download separate apps for each one. "I can't say enough about the success of Mobi/eMeter. The numbers tell the story here." Kris Koester, Public Information Office City of Champaign, IL MoblleMeter also simplifies the experience for the operators themselves. Passport's backend system is siloed by each ind ividual entity so that they can manage their env i ron me nt w ithout exposing personal information to the other two entities within the application. This d ivision i ncludes everything from reporting to individua l environmental setup (hourly rates, lockou t periods, enforcement AP ls , etc.). By do i ng th i s, each ent ity can see their revenue and reporting while keeping t he information separate from the other two entities. Passpo rt has implemented many similar setups throughout the United States in wh ich multiple regional entities have jo ined together within a si ngle unique applicat ion including the City of Portland/Portland State Un iversity, City of Omaha/University of Nebraska -Omaha, City of Iowa City/Un iversity of Iowa , and many more. Additionally, the Passport Parking application Is available nationwide and offers a stream l ined end user experience while separat i ng reporting and business functional ity for each individua l entity. i1 Passport pass portinc .corn ifo@oassport1 nc rom 2020 Passport La bs, I nc ■1 I 120 123 Passport Enforcement The Passport Enforcement solution has been designed to streamline enforcement services, reduce time and cost. and increase collection rates for its clients . All interfaces included in Passport's enforcement product communicate in real-time through a set of interna l Application Programming Interfaces (APls), mean i ng enforcement officers will receive the most current data in regard to vehicle information, including scofflaw information, permit records, and citation payment records. All data aggregates in the City's back office and transfers in real time to the enforcement officer's handheld devices for informe d and accurate issuance. Once a ticket is issued, its information is securely transmitted to the back office in real-time, available to both the violator for payment and the City for tracking and reporting. The system is broken down into multip le components. • ISSUANCE AND OBSERVATIONS Passport Enforcement's front-end application (OpsMan Mobile) is a native Android applf cation that is available for free on the Google Play store, which will be used by enforcement officers to Issue citations. In less than 30 seconds, the enforcement officer will be able to enter a license plate number (LPN), check whether the veh i cle is illegally parked, and issue a new citation . Passport is able to streamline this process by using dynamic lookups of each LP N, checking each character against a conti nually updated database. Pr ior to issuing the citation, OpsMan Mobile will double check the LPN against the most recent database to confirm that a parking session has not been initiated during the issuance process . Once issued, all citation data will be pushed to the clo ud-hosted database and be made available for payment. tracking, and reporting. • REPORTING AND CITATION MANAGEMENT Accompany ing Passport Enforcement is the Passport Client Portal. This portal will become the main analytics dashboard for the City's parking management in addition to being the control board for parking operations , It will aggregate data in real time from all front end interfaces (Enforcement software, Passport Parking, Payment Portal), to then use toward add itional enforcement, data processing, trend analysis, and reporting . The Client Portal also offers many crucial citation processing functions such as cashier ing, appeal process i ng, and violation updates. • PAYMENT PROCESSING Using Passport's proprietary customer Portal, a violator wil l have immediate access to pay or appeal their citation online securely. The portal is PCI-DSS {v. 3.2.1) Level 1 certified and keeps all personally identifiable and confidential information secure, token izing and storing credit card data in a separate, iso la ted database . In addition to providing the Passport Enforcement solution, Passport is also a payments company, allowing rt to facilitate all payment process i ng. As a merchant processor, Passport handles the electronic payment transactions for the City. Passport will obtain sales i nformation from the portal, receive authorization and funds from the issuing banks, and send payment to the City. Passport is on the national registries of both Visa and Mastercard as a merchant service provider and undergoes annual PCI-DSS compl iance audits . • NOTIFICATIONS The City will have the option to notify violators with the Letter Template Setup module. This module will create all correspondence to be sent to violators, renta l agencies, or applicable fleet companies on a City-defined schedule . This correspondence can include delinquent notices for outstanding violations, appeal decision letters, or any other templates required by the City. Passport will align with the City to ob tain written approval on notices sent to i1 Passport pass porti n c.c orn rfp@oassaort1nc wrn 2020 Pa ssport La bs, I nc ■1 I 12 1 124 violators and the City w i ll decide what information is necessary, including the City's l etterhead and additional content app l icab l e to state and/or federal laws . The back office porta l will house these co r respondence records and allow the City to gain access to all notice content and schedu l es . Each component is seam less ly i ntegrated with the others, providing real -time data collect ion and retrieva l. Add itional ly, Passport's suite of products is all bui lt on an open App l ication Program Interface (AP I), which means that it is capab le of integrating w ith any other software provider with i n the City's ecosystem . i ! Passpor t passportinc.com rfo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 122 125 PASSPORT IN THE NEWS f Forbes Google Launches New Google Maps Parking Paytnents Feature Jay McGregor Senior Contributor 0 Consumer Tech o gle Maps Google is rolling out a new way to pay for parking in Google Maps, which is live right now in Austin, Texas and will be available more widely in the coming weeks. The new feature, which comes from a partnership between Google and parking app Passport, le ts users pay for parking directly in Google Maps as they approach their destination. Users can either pay via Google Pay or go to a payments site in their browser. i! Passport p assportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 1. 123 126 Available on Android and iOS, the feature aims to solve the long-stand ing issue of parking in cities where restrictions aren't clear, alongside the new problem of physically touching payment terminals. As Gina Fiandaca, assistant city manager of mobility for Austin, explained in a statement on Passport's website. ''This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Rolling out in Austin first is likely down to the large presence Passport already has in the city. There's already a mobile pay parking app, called Park ATX, that Passport owns and is available at over 10,000 parking spots. This is an upgrade of the previous payments app ParkX, which Passport acquired in 2016. There's no information on when or how a similar service will be rolled out nationally, or globally, but presumably a similar parking spot payment infrastructure is needed. i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 124 127 SHAR E • 0 0 Passport works with Google to make parking payments faster and easier in Austin Now, Austin drivers can pay for parking right from Google Maps. Austin, TX (September 2, 2020) -Passport, a transportation software company that enables cities to manage vehicle interactions with streets and sidewalks, is innovating with Google to enable people in Austin, Texas to pay for parking directly from Google Maps. This feature will start rolling out late r today and will become widely available in the coming weeks. HERE'S HOW IT WORKS: When navigating with Google Maps on iOS and Android, drivers will now have the option to pay for parking with Google Pay as they approach their destination. They can also visit pay.google.com/parking to pay directly from their phone's browser. "We're excited to work with Passport to help drivers in Austin pay for parking more quickly and conveniently right from Google Maps," explains Vishal Dutta, Product Manager, Google Maps. "Google Pay and Google Maps were able to seamlessly incorporate Passport's software, which helped us bring this feature to life." As cities around the country continue to look for innovative solutions to drive recovery in the wake of the pandemic, Austin is excited to be the first to offer this i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc •1 1. 125 128 new feature in Google Maps to its local parkers. It's just one of the ways the city is engaging with citizens to keep them safe. "By providing people the ability to use applications they already have on their devices to pay for parking, people can get to the places they care about faster," said Gina Fiandaca, Assistant City Manager. "We're working hard to make it easier for Austin residents and visitors to use the parking system. This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Passport has been delivering parking solutions to Austin residents since 2016 when Passport acquired the local startup application, ParkX. Since then, Passport has equipped the city with back-end technology that provides city and transportation leaders with valuable information to manage their parking ecosystem. In early 2019, Passport helped Austin update and rebrand the ParkX app into ParkATX. "Integrating Passport's payment technology into Google Maps makes it easier to navigate and pay for parking in downtown Austin," said Khristian Gutierrez, Chief Revenue Officer at Passport. ''The City of Austin's parking team has always had a laser focus on delivering a positive customer experience by making parking frictionless. We are excited to partner closely with the Google team to improve the livab i lity in Austin in support of the City's goals." i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 126 129 Parking Reimagined: How 3 Cities are Changing Parking as we Know It Digital technology has changed how people live, move and do everyday tasks. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where parking is no longer a burden for city leaders or the communities they serve. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where park ing is no longer a burden for city leaders or the communities they serve . Digital technology has changed how people live, move and do everyday tasks. These advancements have spiked a rapid growth in both the needs of parking operations and the demand from motorists who rely on them. However, the siloed, i! Passport passportinc.com rto@passportinc,com 2020 Passport Labs, Inc •1 1. 127 130 antiquated software historically used to manage parking has made it hard for cities to keep up with the pace of change. As a result, parking officials suffer with systems that are difficult to manage, inflexible and that fail to provide mission-critical data in an automated way. Davis Hough, Senior Special Assistant to the Parking Commissioner of the City of Buffalo, explained, "We struggled to manage multiple analog systems that were not integrated, not in real-time and not able to adapt to an accelerated evolution at the curb. We knew it was time to take action and ensure our city would be more innovative and efficient moving forward." Furthermore, when it comes to mobile payments for parking, motorists' options are very limited, which is opposite of the modern experience they expect. People don't want to waste time searching for and downloading a different parking app every time they visit a new city. They also don't want to be forced to use a certain app. They expect the freedom to choose. In some cases, such as with people who require ADA accessibility, choice is even more crucial. Ken Smith, Parking and Mobility Manager for the City of Omaha said, ''Technology will continue to advance, and people expect that our city will keep up. If our residents or visitors prefer to use one app over another when paying for parking, we want to accommodate them. We don't want anything to deter or inconvenience them. We'd like to increase mobile pay parking usage in our city." Blazing a trail of modernization, the cities of Portland, Buffalo and Omaha have set their sights on a revolutionary, new parking management technology. The solution, created by transportation software company Passport, is an end-to-end digital operating system designed to unify parking management and modernize the customer parking experience. Passport's Operating System unlocks a revolutionary, open ecosystem model - a first of its kind for the US industry. Th is model makes it possible for cities to offer a wide range of mobile applications and manage them all within the same backend system. Motorists gain the freedom to choose their preferred app to pay for parking and cities manage all the app vendors seamlessly -without additional effort, contracts or complexity. In support of the open ecosystem model, John Peverada, Parking Division Director for the City of Portland, shared, 'We believe customers will perceive additional choices -multiple mobile apps to pay -as an enhancement and our goal is that mobile payment usage will increase as a result. I think it's important to keep up with improved products that make their parking experience easier and quicker." i! Passport passportinc.com cfp@passportinc,com 2020 Passport Labs, Inc •1 I 128 131 And Hough added, "Like the City of Buffalo, Passport recognizes that paying for parking should be much more convenient for motorists and easier for cities to manage than it currently is. Well before the COVID-19 pandemic, the City of Buffalo, under the leadership of Mayor Byron W. Brown, began moving away from parking meters and toward more mobile pay only zones. We look forward to building on our positive progress and finding even more ways to provide safe, contactless payment options for our community through the Passport Operating System." Regarding the advantages of the unified system, Smith explained, ''The Passport Operating System will integrate different data sources operating within the City of Omaha's parking ecosystem and provide us intelligent management insights in real-time. There's just one login to remember, where you'll find historic, current and projected parking data in one convenient place." Portland, Buffalo and Omaha are among the first of a growing list of cities leverag ing the Passport Operating System to redefine parking management and improve the parking experience. The shared vision is one with customer choice, increased revenue, better data, future adaptability and unified parking management. i ! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I 129 132 Sl-lARC 0 0 0 Passport Reports Growth Throughout Q2, Reaching 1,265 Cities Served and over $1.98 in Mobility Payments Processed Recent partnerships with Kansas City, Norristown, Panama City Beach , and Newburgh adds to a growing list of current clients. Charlotte, N.C. (July 16, 2020) -Passport, a transportation software company that is reinventing how cities are managing vehicle interactions with streets and sidewalks, announced multiple new partnerships in major cities across the United States. With the additions of Kansas City, Missouri; Panama City Beach, Florida; Norristown, Pennsylvania; and Newburgh, New York, Passport now has a total of 1,265 clients using its software to bring tech-enabled innovation to streets and sidewalks-changing the dynamics of traditional city parking by digitizing operations and integrating a system that offers more mobile payment optionality. The company also reported that more than $1.9 billion in mobility payments have been processed through Passport's platform to date . i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc •1 1. 130 133 "Our case studies in different cities and towns across the United States speak to the success municipalities have had with Passport's innovative parking solution," says Khristian Gutierrez, Passport's Chief Revenue Officer. "Each new partnership gives us an exciting opportunity to support cities in their efforts to enhance their parking and mobility experience." Kansas City, Missouri is among Passport's recent string of new clients. The mobile pay for parking app, ParkSmartKC, now services over 1,500 metered parking spaces throughout the city. Other cities with similar systems to Kansas City have reported an 86% increase in mobile parking transactions and a 19% increase in overall revenue after just one year of partnership with Passport. Another recent addition to the Passport network is Panama City Beach, Florida, which is a city known for its high tourism volume. Other cities that witness a lot of tourism, and are partnered with Passport, have reported three times higher app utilization for parking payments within three months of implementation as compared to its previous provider due to an improved user experience. Norristown, Pennsylvania, an existing digital enforcement client with Passport, recently expanded its system to include Passport's mobile pay parking solution. Another city that fuels its parking network with both Passport's enforcement and parking solutions witnessed a 270% inc rease in mobile parking transactions and a 20% decrease in citations (which the city attributes to an increase in parking compliance) after launch ing the partnership in their city. "It's been even more rewarding watching our network of customers across the country come together with ideas and best practices as they each navigate the pandemic," says Khristian. "Many of our customers' operations have been put front and center in the response. The most important thing we can do is provide seamless software tools for them to make informed decisions and implement the most robust set of user interfaces to make parking an afterthought in these communities." In addition to announcing new partnerships in Q2, Passport was recognized as one of Fast Company's World's Most Innovative Companies for 2020, which honors the businesses making profound impacts on today's fast-changing world. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 131 134 SHARE C, 0 0 Passport named one of the World 's Most Innovative Companies by Fast Company Company secures no. 7 spot in the transportation category Charlotte, N.C. (March 11, 2020) -Passport has been recognized on Fast Company's prestigious list of the World's Most Innovative Companies for 2020. This l ist honors the businesses making the most profound impact on both industry and culture, showcasing a variety of ways to thrive in today's fast-changing world. This year's list features 434 businesses from 39 countries. Passport, the operating system that allows cities to manage vehicle interactions with streets and sidewalks, was named the no. 7 company in the transportation category. Passport's software solutions help city leaders increase convenience, efficiency and compliance through pricing of single-occupancy vehicle parking at the curb, scooters parking on city sidewalks, vehicles stopped in commercial loading zones and more. "Innovation is a core tenant at Passport, as we anticipate trends, develop new technologies and help cities plan for the future of streets and sidewalks," said Bob Youakim, Passport CEO. "As cities face new challenges and rising populations, we are passionate about he lp ing cities through the current transformation of transportation and improving how people move around cities." i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 132 135 Passport, headquartered in Charlotte, N.C., has demonstrated record-breaking revenue growth year-over-year and nearly doubled its client base from 2018 to 2019. In 2020, the company will leverage its Series D investment for continued revenue, employee and clien t growth. "At a time of increasing global volatility, this year's list showcases the resilience and optimism of businesses across the world. These companies are applying creativity to solve challenges within their industries and far beyond," said Fast Company senior editor Amy Farley. i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, In c •1 I 133 136 How the Passport Operating System is Revolutionizing Parking Digital technology has changed how we get places and do every day tasks. And that includes parking. The competition for access to streets and sidewalks has increased rapid ly and there are no signs that it's slowing down. From personal cars, motorcycles and pedestrians to ride sharing, scooters, city bikes, and curbside deliveries, we have more vehicles than ever interacting at the curb and needing precious space. This shift in behavior requires parking operations to adapt and work with providers that are prepared for growth and change. Introducing The Passport Operating System The Passport Operating System helps manage all vehicle interactions, enforcement and permit operations and mobility payments through one system. At its foundation, Passport has built a strategic, decision-making platform that provides you with a single source of truth for data, analytics and insights needed to develop and imp lement effective policy management. The Operating System also provides the tools to manage your own operation's ru les and logic, determining eligibility, managing rates and ensuring compliance and enforcement. Finally, our Operating System gives you access to an open parking ecosystem, via APls, providing the opportunity for additional apps such as i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 134 137 delivery services, autonomous vehicles, micro-mobility, and more to integrate with your environment. This ultimately provides more parking choices for end-users. It's a future-proof system that delivers increased revenue, reduced costs, simplified processes and user experience innovation. Increase revenue and decrease costs With the Passport Operating System you can manage your entire parking operation using one solution which ultimately will save time and money. By integrating all your parking and enforcement solutions together on one platform you have less vendors to manage. Our parking solutions can increase compliance and drive mobile utilization, which will help decrease hardware maintenance costs and drive mobile pay parking revenue. Similarly, our digital enforcement solutions enforce 4x more ground and have been proven to increase compliance. Simplify processes and streamline operations Eliminate the need for multiple back-offices, spreadsheets and manual processes. With Passport as your Operating System you have access to real-time reporting for your entire parking operation (from parking and enforcement to permits and payments) all in one back office system. The Passport Operating System provides access to: • Real-time overview of your parking, enforcement, and permits environments • Financial reports to conduct audits for grant applications, budget management and more • Trends and analysis on how to optimize operations Enhance the user experience With the Operating System, you have access to an open parking ecosystem which provides your end-user options to choose how they want to pay for parking. Whether it's traditional meters and kiosks, new parking applications, or up and coming trends like connected cars or non-traditional parking apps (think mapping or other services), your end-users will have more options which will make paying for parking more convenient. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 135 138 The Benefits of Processing Parking Transactions with Passport Payments The Passport Operating System comes integrated with Passport Payments, eliminating the need for third party gateways and processors. There are many benefits of working with an integrated payment processor, l ike Passport Payments. In addition to avoiding fees and costs associated with connecting to third party processors, you will benefit from eliminated chargeback fees, automated reconciliation and no merchant agreements. Don't get stuck paying $15 chargeback fees on $4 parking transactions Chargeback fees can add up over time, especially when paying high fees on micro-sized transactions. With Passport Payments as your integrated payment processor you will benefit from chargeback fee waivers. Passport will waive chargeback processing fees and take the burden off you. Each client will receive a minimum of 3 waived chargeback fees per month and up to 0.015% x transaction volume. Automate reconciliation of daily deposits with all transaction activity As a client of Passport Payments you have access to an automated reconciliation service, matching parking transactions to daily deposit activity. Passport's automated reconciliation service removes the cost and impact of manually i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 136 139 reconciling data from two different sources where data formatting and date & time periods can create data management headaches. No merchant agreement required We understand that you already have a merchant processor, however, many processors are not optimized for small ticket parking payments. Because we don't require organizations to sign a merchant agreement, we make it easy to use Passport to process parking payments without breaking an existing merchant agreement. Passport can act as your merchant of record for mobile pay parking transactions in the Passport app, and accepts all the risks associated with operating a merchant account. We process all debit and credit cards for your parking services, and then fund your bank account like a traditional merchant account. Passport also manages all cardholder dispute inquiries. With no hassle and no risk, activating Passport Payments for your payments processing is simple and easy. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I 137 140 TAB 9 -REQUIRED DOCUMENTS Clean Air and Water Act I Debarment Notice Clean Air and Water Act & Debarment Notice I, the Vendor, am Ln compliance with all app li cable standards, orders or regu lations issued pursuan t to the Cl an Air Act o f 1970, as Amended ( 42 U.S. C. 1857 (h ), S ction 508 of the Clean Wat r Act, as amended (33 U.S.C. 1368), Executive Order 117389 a nd Enviro n menta l Pr otecti on Agency Regulation , 40 CFR Part L" a req u ir d under 0MB Circu lar A-102 , Attachment 0, Paragra p h 14 (1) regard ing reporting violations to the gran t o r agency a n d to the United States Environment Protection Agency Assistant Administra t o r for the En forcement. I h e r eby fu r ther certify that my company h as not been d e barred, s u s p ended o r othe r wise ineligib le for p articipation in Fede ral Assis tance programs u nder Execu tive Or der 12549, "Debarment and Suspensio n", as descdbed in the Fe d e r al Register and Ru les and Regu la ti ons i! Passport Potential Vendor Print Name Address City, Sate, Zip All lhoriied signaLure Date Passport Labs , Inc . Khri stlan Gutierrez , CRO 128 S Try o n Slreet. Ste 2200 Char lotte . NC 28202 11 /10/2020 pass portinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 138 141 Contractors Requirements Contractor Re uirements Contrac to r Ce rtifi cation Co ntra ct or's Employ m en t Eligibility By en t ering the contract, Contractor warrants compliance with th e Federal Immigra tion an d Na tionality /\ct (F l /\), a nd al l other fede ra l and state imm igra tion laws and regul ation s. Th e Co ntracto r further w rran t s th ati t i in compl ia ncewith t h ev r iou tat e t at ue softhestates i r iswill operate,h lscontr act in. Par ti cipa ti ng Gove rnment En Li tie s inclu d ing Schoo l Di s tricts may re qu es t ver i f ication of compliance trorn any Contracto r or ubc ontracto r pe formi ng work un der lh is Cont ract. Th ese Entitie r e erve the right Lo on firm compliance in accordance w ith ap plica b le laws. hould th e Participati ng End ties suspect or find tha t the Contractor or any of its subcontractors ar e not in ompliance, they m y pursue a rty a nd a ll re med ies a ll ow e d by law, in cl ud in g, bu t not limi ted to: suspension of work, termina t ion of th Contract for defa11 It, and suspen ion a nd/or debarment of the Con tracror. All c: st.s neces ary to verily c:omplia n<.:e ar e t he re spo nsi bi l i ty of U1e Co ntractor. T he offeror comp li e and main tai n compliance with t h e ap pro pria te statutes wh ich r eq uires compllanCl· with fe deral immigra tion laws by Sta te e mp loyers, State contractors and Stat su b contractors in accord ance wi t h th e E-Ve r ify Emp loyee Elig ibi lity Venfication Program. Con t ractor shall comply w ith governing board policy ofthe NCPA Participating entitle s in wh ich work is be ing perform ed Fingerp r int & Backgr o und Ch ec ks If requi red to provide serv ice s on schoo l district property at least five (5) times during a month, contractor shall submit a fu ll set of fi nger prints t o t he schoo l dis t rict if reques t ed of each person or employee who may prov1d such scrvke. Alternately, the sc ool district may fi ngerp r int those pe rs ons o f employees . An exc ep tio n to this requirement may be tnade as auth orized in Gov erning Board o licy . The dis tri c.t shall conduct a finge r prin t check in acco rdan ce wfth t he ap prop ri ate state and federal laws ot all co ntractors, subcontractors or vendors and their em ployee s for which fingerp rints ar e submi tted t o th e dis tr ict. Con tract or, subcontractors, vendors and their emp loy ees shall not provid e services on school district properties u ntil author ized by t he Dlstrkt. The offerer shal l com ply w ith fingerprint in g requirern nts 1n acco rd ance with ap pr opr iate statutes in the st ate 1r1 whi ch t h e work is be ing pe rformed unless otherwise exempted . Con t r ac t or sha ll co m p ly with govern ing board po li cy in t he scho ol dis trict or Participa t i ng En ti ty 1n which work 1s bei ng pe rfo r med Bu sin ess Op era tion s i n Sud an, Iran In acco rdance wtt h A.R .S. 35 -3 91 an d A.R .5. 35 -393 , the Con t racto r hereby ce rt ifi es t ha t t he contr acto r doe s not have sc ruti nized business o perations 1n udan and /or Iran . i ! Passpor t Authorized signature Kh ris tian Gutierrez, CAO Date 17/10 /2020 passportinc.com rt:o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I 139 142 Antitrust Certification Statements Antitrust Certification Statements Tex . Government Code 2155 .005 I affirm unde r pena lty of per jury of th e laws of th e State of Te xas tha t: (1 ) I am duly authorized to execute this con t ra ct on my own behalf or on beha lf of the company, corporat ion, f ir m, partnership or individual (Comp any ) listed below; (2 ) In connect i on with th is bid , neither I or any r epresentat ive of the Company ha s violated any prov ision of t he Texas Free En te rprise and An titrust Act , Tex . Bus . & Comm . Code Chapter 15; (3 ) In connect ion with th is bid , neither I no r any rep resentative of the Company ha s violated any federal an titrust law ; and (4) Neither I nor any representat ive of the Company has direct ly or Indirectly communicated any of the contents of th is bid to a competitor of the Company or any oth er company, co rporation , firm, pa rtn ers hip or individua l engag ed in the same line of bus iness as the Company . i! Passport Company name Passpo rt Labs , Inc . Address 128 S Tryon Street , Ste 2200 City/State/Zip Charlotte , NC 28202 Tele pho n e No . (704) 837-8066 ----------------------- F' ax No. (888 ) 804-1783 Ema i l add r ess khr istian-rfp@passpo rtinc.com Printed nam e Khristlan Gutierrez Pos i tion with company Chief Revenue Officer Autbmized signature passportinc.com rfp@passportlnc com 2020 Passport Labs, I nc •1 I 140 143 Required Clauses for Federal Funds Certification Re ui r ed Clauses for Federal Funds Certifications Partic ipating Agencie s may elect to us e fe deral fund s to purch ase under the Master Ag reeme nt. The fo ll ow in g certlfica Ions and provisions may be required and apply when a Participat ing Agency expends federa l funds for any purchase r esult ing from this procurement pro cess . Pursuant l o 2 C.F .R. § 200 .326, a ll contracts, Including small purchases, awarded by the Participati ng Agency and the Participating Agency 's subcontractors shal l contain the procurement provision s of Appendix I I t o Part 200, as app licabl e . A PPE NDI X II TO 2 CFR PA RT 200 (A) C ntracts for more l ha n tile si mpli fie d acqu is ition t hreshold currently se t· at $150,000, which 1s the inflation ad1usted amount determined by the Civ ilian Agency Acqu isition Co unc il and the Defe nse Acquis it i on Re gulations Council (Council s) as au thorized by 41 U.S.C. 1908, must address administrative, cont ractual , or legal remedies in Instances where contractors v io late or breach contract terms, and provide for such sanct i ons and penalties as app ropriate. (B} Term ination for cause and for conve nien ce by the grantee or subgrantee including the mann er by wh ich It will be e ffected a nd the basis for se ttlnment. (All rnntracts in excess of $10,000) (C) Equa l Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the defini ·on of "federally assisted construct ion contr act" in 41 CFR Part 60-1.3 must Incl ude the equa l opportunity clause p ro vi d ed under 41 CFR 60-l.4(b), i a cordance with Executive Ord er 11246, "Equa l Emp loym ent Opportunity" (30 CFR 12319, 12935, 3 CFR Part, 1964-1965 Comp , p . 339), as amended by Executive Order 11375. ''Amending Exe cu tive Order 11246 Relat ing to Equal Em p loyment Opportunity,'' and implementing regu lations at 41 CFR part 60, "Office of Federa l Contract Com p11a nce Programs, Equal Employment Opportun it y, Depar t ment of Labor." Pursuant t o ~ederal Ru le (C ) above , when a Pa rticlpa ing Agency e)(pe nds federal funds on any federa ll y assisted construction contract , the equal oppo r tun ity clause is Incorporated by re fer ence herein. (D) Da vis -Bacon Acl , as amended (40 U.S,C. 314l -3148 ). When req ui red by Federal program leg isl atio , all prime con5t r uctlon contracts In excess of $2 ,000 awarded by non-Federal entities must Include a provision for compliance w ith the Dav ls -Bacon Act (40 U.S.C. 3141 -3.144, and 3146-3148) as su pple mented by Deparlmenlof Labo r regula tions (29 CFR Part S, ''Labor Standards Provlsl ons Applicable to Contracts Covering Federa ll y Financed and Ass isted Construction "). In accord ance w it h th e sta tu te. contractors must be r equ ired t o pay wages to laborers and mechanics at a rat e not less than the prevaHing wages specified 1n a wage determination made by the Secreta ry of Labor . In add1t 1on, contractors must be re quired to pay wages not less than once a wee k. Th e non-Federal entity must place a copy of the cu rr ent prevai lin g wage determinat io n i.ssued by the. Depar t ment of Labor in each 50lic itat ion . f he decis io n to award a contract or subcontract must be conditioned upon t he acceptance of t he wage determination . The non -Federa l entity must re port all suspected or repo rted vlol alions to t he Fed eral awarding agency . Th e con tract s must also include a provision i ! Passpor t passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I 141 144 for comp liance with the Copeland "Anti-Kickback" Act (40 U.S.C. 3145 ), as supp lemented by Department of Labor regula t ions (29 CFR Part 3, "Contractors and Subcontra tors on Publ ic Building or Pub l ic Work Financed in Whol e or In Part by Loans or Grants from the United States"). The Act prov id es that each contractor or sub reciplent must be proh ibite d from Inducing, by any means, any pe rs on emp loyed in th e construction , comp letion, or repair of public work, to give up any part of t he comp ensatio n to wh ich he or she is oth erwise enll t led . The non -Federal entity must report all suspected or reported violations to the Federal awarding agency , (E) Contract Work Hours and Safe ty Sta ndards Act (40 U.S .C. 3701-3708). W er e applicable , all contracts awarded by the non-Federa l entity In excess of $1001000 t hat invol ve the emp loyment of me chani or labo rers must indud a provision for comp lian ce with 40 U.S.C. 3702 and 3704 , as supplemented by Department of Lab or regu lations (29 CFR Part 5). Unde r 40 U.S.C.. 3702 of the Act , eac h contractor mus t be requirf'd to co mpute t h wages of every mec h anic and laborer on the ba sis of a st anda rd work week of 40 hours. Work in excess of the standard work week is perm issible provided that t he worker is compensated at a rate of no t less t han one and a ha lftimes t he bas ic rate of pay fo r all hou r s work ed in excess of 40 hours it1 he work week. The requirements of 40 U,S.C. 3704 are app licable to construction work and prov ide tha t no labo rer or mechanic must b requi red to work in surroundings or under working cond itions which are unsanitary , hazardous or dangerous. Th ese requ irements do not app ly to the p rchases of supp lies or materia l s or artic les ordinarily ava il able on the open m arket , or contracts for transportation or tran sm iss ion of ln t elllgence . (F) Rights to Inventions Made Under a Con tra ct or Agreement, If the Feder al o1ward meets the definition of "funding agreement'' un der 37 CFR §40 1.2 (a) nd t he rec ip ient or sub r ecipien t wishes to nterlnto a co nt ract wi th a sm all business firm or nonprofit organization regard ing the substit ut ion of parties, assignment or performance of expe rim ental, deve l opmenta l, or research work un der tha t "fun ding agreement," t he redpient or subrecipient mus t comp ly with t he r equ 1reme nts of 37 CFR Part 401, "Rights to Inventions Ma de by Nonprofit Organ iz ation s and Smal l Business Firm s Und er Government Gra nts, Contracts nd Cooperative Agreem nts," and any impl mentIng r gu lations issued by the awarding agency . (G) Clean Air Act (42 U.5.C. 740l-7671q ,) and the Fede r al Wa ter Po ll utl on Contro l Act (3 3 U.S.C . 1251-1387), as amended -Contracts ar,d subgrants of amoun t s in e1<.c ss o f $1S0,DO0 must conta i n a provis ion tha t requ ires t he non - Federal award to agree to comply wl hall applicable standa ds , orders or regu la tion s issued pursuan t to the Clean Air Act (42 U.S .C. 7401-767 1q) and the Federa l Water Po llution Control Ac t as arnended (33 U,S.C. 1251-1387). Violations must be reported to th e Fede ral award ing agency and th Ree iona l Office of the Environmenta l Protect ion Agency (EPA) (H) Debarment and Suspension (Executive Orders 12549 and 12689)-A contract award (see 2 CFR 180.220 ) must not be made to pa rties list ed on the govern me nt w ide exc lusions in t he System for Award Management (SAM), in accordance with th O B gu i del ine s at 2 CFR 180 th at implement Executive Orders 12549 (3 CFR part 1986 Comp ., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), "Deba rment an d Suspension." SAM Exclusions contains the names of parties d barred, susp nd d, or otherwi se excluded by agencies , as well as parties declared rn eligibl e under st atu tory or regu latory aut hority other than Executive Orde r 12549. (1) Byrd Anti-Lo bby i ng Amendment (31 U.S.C. 1352)-Contractors that apply or bi d for an award exceedi ng $100 ,000 must f ile the requi red certiflcalion . Each t ie r certi fies to the t ier above l ha t i t w ill not and has not used Federa l appropriated funds to pay any person or organization for influencing or attempting to influence an officer or emp loyee i! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I _ 142 145 of any agency , a memb1cr of Congress, officer or employee of Congress , or a emp lo yee of a member of Cong ress 1n connection with obtaining any Fed ra l contract, grant or any other awa rd covered by 31 U.S.C. 1352 . Each t ier must also disclose any lobbying with non-Federal funds that tak • s place in connection with obtaining any Federa l award. Such d isclosu re s are forwarded from t ier to tier up to t he non-Federal award . RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds are expended by Part ici pating Agency fo r any contr ct resu lting from this procurement process, offerer certifies th at It wil l comply with the record retention requiremen ts deta il ed In 2 CFR § 200 .333. The offeror further certifies that offeror will retai n alt recorcls as requ frecl by 2 CFR § 200 .333 f or a period of th ree years after grantees or subgrantees submit fina l e)(pend iture reports or quarterly or annua l fin anci al reports, as applicab le, and al l othe r pend i ng mat ters are closed . CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT Wh en Partic i pati ng Agency e~pe nd s federal fµnds for any contract resulting from this procurement process, offeror certifies that It w ill comp ly with the mandatory standards and policies rela ti ng to energy efficiency wh ich are con t ai ned in the state en rgy conservation plan issued in comp liance with the Energy Policy and Conservation Act (42 U.S.C, 6321 et seq.; 49 C.F.R. Part 18). CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS To the extent purchases are made with Federal Hig hway Administrati on, Fi!dera l Railroad Adm i nistration, or Fede ral Tra sit Administration fu nds, offeror certif ies that its produ cts comply with all appl icable prov isio ns of the Buy America Act and agrees to provide such certificat ion or applicable waiver w ith re spec l to specific products to any Participat ing Agency upon requ est. Purchases made In accordance With th e Buy America Act must still fo ll ow th e applicable procurement rules calling for free and open competition . i ! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc Khristian Gut ierrez, CAO 11/10/2020 ■ 1 I _ 143 146 Required Clauses for Federal Assistance by FTA Required Clauses for Federal Assistance provided by FTA ACCESS TO REC ORDS AND REPORTS Conuactor agrees to : a) Maintain all books, records , accounts and repo rts req u ired und er this Con t rac t for a pe riod of not le ss t ha n th r ee (3) years afte r the date of te r m ination or exp iration of th is Co ntract or any extens ions hereof exce pt i n t e even t of lit iga t ion or settlement o f cl a ims ar ising fro m t he p r formanc:e of th is Contra ct, in which case Contractor agrees to ma intai n same until Public Agency , the FT A Administrato r , the Comptroller Ge neral, or any of t hei r d ul y authori l ed repres en tatives , have dis pos ed of all sllch litiga ti o n, appeals, cla i ms or exceptions r elated the eto . b) Permit any of th e foreg oi ng parties to i n spect a lt work, materials, payrolls, and oth er data and rec o r ds wi th regard to the Project, and to audit the books, records, and accounts with rega r d to the Pro j ect and to re produce by any m eans wh at soe ver orto copy excerpts an d tra nscription s as reason a bly nee de d for t he purpose of aud it and examinati on . f TA do es not require the l nc:lusi on of these requirem ents of Article 1.01 in subco ntracts Reference 49 Cffl 18.39 {i }(ll). i ! Passpor t CIVI L RIGHTS/ TITLE VI REQU IRE M ENTS 1) Non•d iscr irn ination . In accordance with Title VI of the Civ il Rights Act of 1964, as amend ed, 42 U.5.C. § 2000d, Sec t ion 303 of t he Age Discri 1ination Act o f 1975, as amended, 42 U.S.C. § 6102, Sect io n 202 of the Americans with Disab ilities Act of 1990, as amended , 42 u.s.c. § 12 13 2, and Fede r al Transit Law at 49 u.s.c. § 5332, Cont ra ctor or .su bcont ra cto r agrees that il will not di sc rimi nate against ny employe e o r applka n t fo r employment because of race , color , creed, natio nal orig in, sex, mari al status age, o r d ls abllitY. In add it ion, Cont ra ctor gr ees to co m ply wit h applicabl e Fede ral imp lementing regu lat ion s and other implementing req uirements FT A may iss e . 21 Equ al Emp loym ent Oppo rtunity. Th followi g Equ al Emp loymen t Opport un it y requ ir ements apply l o t his Cont r act: a. Race , Co lo r, Cr eed , Nationa l Origin , Sex. In ac cordance with Tit le VII of th e Civil Rights Act, as amended , 42 U.S.C . § 2000e, and Fe de r al Transit L-a w at 49 U.S.C. § 5332, t he Con t ractor agrees lo comply w it h all appli cabl e Eq ual Emp loym ent Oppo rtunity requirement s of U.S. Dept , of Labor regu lat ion s, "Office of Federal Contract Comp li ance Programs , Equal Emp loyment Opportun ity, Department of La bor, 41 CFR, Parts 60 et seq ., and w ith any app licabl e Fed ra l st atutes, executive □rd rs, regu lat ions, and F de ral policies that may in the f uture affect cons t r uction act ivities unde rtaken in the course of this Proj ect. Cont ractor agree s to ta ke affirmative a ctio n to ensure t h at appl ica nts are employed, and t hat employee s are treat ed during emp loymen t , without rega r d to thei r race , co lol', creed, nat ion al orfgJn , sex-, marita l statu s, o r age. Su ch acti on shi:1 11 incl d . bu t no t be limited to, t he fo llo wing: employm ent, up gra ding, demotion or trans f er, re cru itment or recru itment advertising, layoff or termination, ra tes of pay o r other form s of compensation; and selection fo r t ra ining, in clu ding apprentices hi p , In add ition , Contractor agrees to comp ly with any i mplementing r equirements FT A may issue . b . ~-In acc ordance w it h t he Age D,sc nminati on in Emp loyme nt Act (ADEA) of 196 7, as amend ed, 29 U .S.C. Sections 621 through 634 , and Equal Employment Opportunity Commission (EEOC) implementing reg ulati ons, •Age Discri mination i n Employment Act". 29 CFR Part 1625, proh ibit employm ent dlscrim1nation by Contractor against ind ividua Is on the basis of age , including pre sent and prospective passportinc.com r(o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I 144 147 employees . In add it ion , Contra ctor agrees t o comply w ith any Implementin g r equirements FT A ma y iss ue . c. Disabi lities . In accordan ce w ith Sectlon 102 of t he Ame dcans Wit h Disabi li t ies Act of 1990, as amended (ADA), 42 U.S.C. Sect ions 121 01 et seq ., prohibits discrlminati n agains t qualified indivtduals with disab ilities in programs, activi ies, and se rv ices, and i poses spe cifk requireme n son public.and privat e entit ies . Co rmactor agrees t hat it w ill comply Wit h t h e requ irements of the Equal Emp loyment Opport nity Commi5sion (EEOC), "R gul ations t o Implement th e Eq ual Employment Provisi ons of the Ame r ican s w it h Disabilit ies Act,'' 29 CFR, Pa rt 1630, perta ining to employment of pe rs ons with disabilities and with t hei r r es pon si bilit ies un der Titl es I th rough V of the ADA 1n employment, pub lic services, public accommodation s, t elecommunications, and othe r provisions . d . Seg regated Facilit i . Co ntractor cert ifi s t hat th eir company d oes not a nd will no l ma intai n or provi de for their e mp loyees any segr egated faci lit ies at any of their establ ishments, and that they do not and w ill no t permi t their em ployees t o pe rform t heir se rvice s at an y locatio n under t he Contr actor's control where segregated fa cil it ies are malntai ned . As used in this certification the term "seg re gated faci lities " means any w ai t ing ro oms . work areas, restrooms and was hrooms, restaurants and other eat ing areas , pa rking lo ts, drink1ng fountains, recreat io n o r en t ertainment areas, Lr nsportat,on, and housing facilit ie~ provided or emp loyees wh ich are segregated by explicit d irective or are l n fact segregated on the bas is of r ace, color, r el ig ion or nat ,o nal origin becau se o f habit, loca l custom, or otherwi s . Cont ra cto r agrees t ha t a breach o f t his certification will be a vio lation of t his Civil Rig hts clause . 31 Solic itation s for Sub con t ra cts, Includ ing Procur ments of Materials and Equipme n t In all sollcitatlons, either by competitive b idding or negotiation , made by Contractor fo r w o rk to be performed u nder a subcontract, i ncluding procurements of mate ria ls or lease s o f equipment, each poten tial subcontractor o r supplier sha ll be not ifi ed by Co ntractor of Contractor's obligatfons under t his Contract and t e r eg ulatl on s re lative to non -disc rimination on t he grounds of race, color, creed, sex, disability, age or national origin. 4) San ct ions of Non-Compliance . In t he event of Contractor's non-comp li ance w i h the non-discrim ina t ion provis ions of t hls Contract, Public Agency sh all i mpose such Contract sanction s as it or the FTA may determi ne lo be appropriate, induding, bu t not limited to : 1) Wit hh ol d ing of paym en t s to Contractor unde r the Contract until Contracto r comp li es , and/or; 2) Cancellation, termination or sus pen si on of the Contract, i n who le or in part . Contractor agrees t o Include the requirements of this cla use in each subcontrac t financed In whole or In part with Federal ass istance pro vided by FrA , rnodified only if necessary to identify the affected pa rties DISADVANTAG ED BUSINESS PARTIC IPATION Thi s Co nt ract i subj ct 1o the re quireme nts of T1tle 49, Code of Federal Reg ul ations, Part 26 , "Pa rticip ation by Disadvantaged Busin ess Enterprises in Department of Transportation Financ ial Ass ist ance Programs N. t herefore, it is the policy of th e De partment ofTransportat io n (DOT) l o ensure t hat Dis advant ged Bu siness Enterprises {DBEs), as defined in 49 CFR Part 26 , have an equa l opportunitY to r eceive and pa rt ic lpa e in the perfo rm ance of DOT-assisted contracts . i ! Passpor t 1) Non-Di scrim in ation Assurances. Co ntra ct or or su bcon tracto r sha ll not discriminate on t h e bas is of race, color, nationa l origin, or se x in t he performance of th is Co ntraa. Con t r actor sha ll ca rry out all applicab ler quir ment.s of 49 CFR Pa rt 26 in the award an d admi is tration of DOT -assisted contracts. Fc1 ilur by Contractor to carry out these requirem ents 1s a material breac h of t his Contract, which may resu l in t he t er mination of this Con t ract or other such remedy as pub lic agency deem s approp riate . Ea ch subcontract Con tractor signs with a subcontractor must include t he assuran e in th is parag ra ph , (S ee 49 CFR 26 ,13(bl), passportinc.com rt:o@oassoortinc com 2020 Passport Labs, I nc ■1 I 145 148 2) Prompt Payment. Contractor ls requ i red to pay eac h subcontractor performing Work unde r this prime Contract for satis facto ry performance or that work no rat er tha n thi rty (30) days after Contractor's recefpt of payment or that Work from public age ncy , In add ition, Contracto r is r equi red to return any retai na ge payments to t ho se su bcontractors wi thi n t hi rty (30) days after th e subcontractor's wor r ela ted to th is Co t ract is sa tisfa cto rily completed and any lie ns have bee n secured . Any delay or postponement of payment from the above t ime frames may occu r onl y for good cause fo ll owing written approval of pub li c agency. Th is cl ause applies to bo th DBE and non -DBE subcontractors. Con rac tor mu.st promptly not ify public agency whenever a DBE subcontractor pe rformin g Work rel ated to t his Contract is terminated or fai ls to com pl t e Its Work, and must make good fai t h efforts to ngag anoth r DBE subc ontractor t o perrorm at least the same amount of work . Cont ractor may not terminate any DBE subcon t r act or and perform t ha t Work t hr ough i t s own fo rc es, or those of an affi li ate, without prior written consent of pub lic agency . 31 DBE Pr ram . In connect ion with the perfo r mance of t his Contract, Contra ctor will cooperate with pu bli c agency in meeting it s comm itments a d goa ls to ens ure that DBEs sh all ha ve the m ax imum practicable opportunity to compete for subwntract work, regar dless of whether a contract goal is se t for this Contract. Contractor agrees to use good fait h efforts to carry out a po licy in the award of its subcontract s, agen t agre ments, and pro curement contracts w h ,c h w ill, t o the fu ll est ext ent, utilize DBE s consistent w it h the efficient performance of t he Contract . EN ERGY CONSERVAT ION REQU IREM ENTS Contractor agrees to comply w ith manda t ory standards-and policies re latlngto ene r gy effici ency which are co t ained in ll1 Slate energy conservatio n p lans iss ued und er t he Energy Pol icy and Con servation A ct , as amen ded , 42 U.S.C Secti ons 632.1 et seq. and 41 CFR Part 301-10 . FED ERAL CHA NGES Contractor sha ll at all times comply With all applicab le FTA regu lations , polic[es, proce dures and dir ectives, Including without limitation t hose li st d directl y or by reference in t he Contract betw een ublic age n y and the FTA , as they may be amended or prom !gated from time to t ime during t he term of th is contract. Contra ctor's fai lu re to so comp ly shal l const itute a materia l b reach of t his Contract . INCO RPO RAT IO N OF FEDE RA L TRAN SIT ADM INIS TRATION (FTA) TERMS Th e provisions includ e, in part, certain Stand rd Terms and Cond it.ions required by the U.S . Department of Transpo rtatio n (DOTI , whether or not express ly set forth in t h e pre ce ding Co nt rac t provisions . All contractual provisions required by the DOT, as set forth in the most current FTA ircu la r 422.0 .lf , dated November 1, 2008, are here by Incorporated by re ference. Anything t o tne contrary herein notwithstanding, all FTA mand ated terms sha ll be deemed to control in the event of a conflict w ith ot her provision s contained in t hi s Co nt rac t. Contra ctor agrees not t o perform any act, fall t o pe rform any act , or refus e to comply with any pu b lic agency requests that w ou ld cau se public agency to b e 1n vrolation of t1 1e FTA terms and cond i t ion s. NO FED ERA L GOVERNM ENT OBLIGAT ION S TO THIRD PARTI ES Age ncy an d Co ntr ctor ack nowle dge and agree that , abse nt he Federal Gove rnm ent's exp ress written consent and notwithstanding any concurrence by the Fe de r al Government in or approva l of the solicitation or award of the un derlying Cont ract, t he Federa l Government is not a party t o thls Contract an d shall not be subj ect t o any obliga t ions o r liab ilities to agen cy, Contractor, o r any other pa rty (whet her or not a party to that co ntract) pertai ning o any matter resulting from the underlying Contract. i! Passpor t passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I _ 146 149 Contractor agrees to Include the above clause In each subcontract financed in whole or In part with federal assistance provided by !Ire FTA . It ,sfurther agreed that the clause shall 1101 be modified, e c pt t a identify Ure subcantract ar wfla will be subject to its prov isions. PROGRAM FRAUD AND FAlSE OR FRAU DU LENT STATEMENTS Contractor acknowledges t hat the provisions of th e Program Fraud CIVI i Remed ies Act of 1986, as amend d , 31 U.S.C. §§ 3801 et seq. and U.S. DOT regulations, "Program Fra ud Civil Remed i es," 49 CFR Part 31 , apply to its actions pertaining Id this Contract. Upon execution of the underlying Contract , Con ractor certifies or affirms the trut f ulne ss and accuracy of any statement it has mad , 1t makes , it may make , or ca uses to me made , pertaining to the underlying Contract or the FT A assisted proj ect for wh ich this Co nt ract Work is being performed . In addi t ion to other penal Lies that may be app li ca ble , Con tractor fu rther acknow ledges that if it ma kes, or causes to be made, a fa lse, fictit ious, or fraudulent claim, sta t ement, submiss ion, or certification, the Federa l Government reserves the right to Impose tile pena lties of th e Program Fraud Civ il Reme di es Act of 1986 on Cont ractor to the extent t h Federal Gov ernment dee ms app ro priate. Contractor also acknowledges that if it makes, or causes to me made , a false , fict itious, or fraudulent claim , statement, submiss ion, or certificat ion t o t he Fede ral Gov rnment under a contract connected with a project that is financed in whol e or in part w ith Fed eral assistance orig inally awarded by FT,A under the au t hority of 49 U.S.C. § 5307, the Government reserves t he right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307 (n)(l) on th e Contra ctor, to the extent the Federal Government deems appropriate . Con traclor agrees to include tl,e above clauses i n each subcontract financed in whole or in part with Federa l assistance provided by FIA It ;s further agreed that the douses shall /Jot be modified, except to identify the subcontractor who will be subject to the provisions . i ! Passport passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc Khnslia n Guti e rrez , CRO 11 /1 0/2020 ■ 1 I _ 147 150 State Notice Addendum State Notice Addendum The Nationa l Cooperative Purchasing Alliance (NCPA), on beha lf of NCPA and its current and potentia l pa rti cipants to include al l county, ci ty , specia l district, loca l government , schoo l district , p rivat e K-12 school, hi gher educat ion inst it ution, state. triba l government , ot her government agency , healthcare organization, nonprofit organiza t ion and all other Publ ic Ag encies loc at ed nationa ll y in all f ifty sta t es , iss ues th is Request for Pr oposal (RFP) to res ul t in a nat io nal cont ract. For you r re ference, the li nks below include som e, but not all , of the en ti t i s in clu ded in this pro po sal : http://www.usa .gov/Ag enc ies/S ta te and Terri tor ies.shtm l l1ttps://www.usa.g ov/local -governmen t s i ! Passport IRUUVID I pass portinc.com rfp@passportinc com 2020 Passport Labs , Inc K hristian G utierrez, C AO 11/10/2020 •1 I 148 151 Region XIV Education Service Center Tuesday, December 8th, 2020 Passport Labs, Inc. ATTN: Khristian Gutierrez 128 S. Tyron Street, Suite 2200 Charlotte, NC 28202 Dear Khristian, 1850 Highway 351 Abilene, TX 79601-4750 325-675-8600 FAX 325-675-8659 Region XIV Education Service Center is happy to announce that Passport Labs, Inc. has been awarded an annual contract for Integrated Parking Management System based on the proposal submitted to Region XIV ESC. The contract is effective immediately and will expire on December 31 5\ 2023. The contract can then be renewed annually for an additional two years, if mutually agreed on by Region XIV ESC and Passport Labs, Inc. We look forward to a long and successful partnership underneath this contract. If you have any questions or concerns, feel free to contact me at 325-675-8600. Sincerely, Shane Fields Region XIV, Executive Director Statement of Work City of South Miami,FL May 14,2024 Disclaimer Project Overview Statement of Work Configurations Gateway and Merchant Processing Passport Parking Passport Parking Functionality Merchant Validations Back-Office Portal Passport Parking Signage and Decals Public Education and Marketing System Training Custom Configurations and Integrations Duncan CivicSmart Enforcement Integration Assumptions &Notes Project Change Control Acceptance Disclaimer This Statement of Work contains information that is proprietary and confidential to Passport Labs,Inc.(“Passport”)and shall not be disclosed or used for any purpose other than the purposes described herein.Any other disclosure or use of this document,in whole or in part, without the permission of Passport is prohibited. Project Overview CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.1 152 Passport will provide the City of South Miami,FL (“Client”)with its Passport Parking mobile parking payment application. During this project,Passport will perform architecture,design,implementation,and information transfer services for the project. Statement of Work Configurations Gateway and Merchant Processing Passport will utilize its existing Chase Orbital gateway integration,configured specifically with the Client’s Chase Paymentech merchant processing credentials,to set up the Client’s card processing service.The funds will flow through to the Client’s Chase merchant account on a daily basis.The Client is responsible for paying all card processing fees to support the service. Passport will invoice the Client at the end of each month for the fees due to Passport. Passport Parking Passport Parking Functionality Passport will deliver its Passport Parking mobile parking applications to the Client.Passport Parking consists of native mobile applications built for Google Android and Apple iOS smartphones.Passport Parking is supported on the latest industry-recommended operating system versions. Passport Parking includes the following functionality: ●Create a user account ○Phone number,email address,name ●Add and delete Vehicles (LPN) ●Create and pay for parking sessions ○Extend parking remotely ○Receive session expiration alerts and notifications CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.2 153 ●Parking session reminder alerts are sent when the time remaining on the session drops below 10 minutes ○Complete payment via major card networks credit and debit cards ●View parking history and email receipts ●Mobile-optimized website (mobile pay web or “MPW”)to facilitate parking sessions via a mobile browser or desktop Merchant Validations The City and its local commerce partners may use Passport’s merchant validation program to subsidize the cost of business patrons’parking fees. Merchant validation capabilities include: ●Validation type and amount configuration ●One-time use validations ●Multi-use validations Back-Office Portal Passport will deliver its back-office administration and data insights portal that will allow the Client to make financial and operational decisions. Back-office portal capabilities include: ●Secured Access with user specific login credentials and custom privileges per user ○There is not a cap on the number of users that can be setup ●Streamlined user interface ●Robust Reporting ●Real-time analytics of existing sessions ●Zone management Passport Parking Signage and Decals Passport recommends the following for metered areas: Signage ●1 sign per 10 spaces for parking lot/garage environments ●1 sign per 5 spaces for on-street parking environments CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.3 154 Decals ●1 decal per single space meter ●3 decals for each multispace meter ○1 decal on each side of the meter ○1 decal on the payment side of the meter. Passport recommends the following for non-metered,mobile payment only areas: ●1 sign per 5 spaces for parking lot/garage environments ●1 sign per 3 spaces for on-street parking environments The recommended minimum amount of signage and decals above will be provided by Passport at no charge at launch;any additional or replacement signs or decals will be at the Client’s cost. The Client is solely responsible for installation.Signage and decal installation must be completed by the Client by the date of the announcement of the launch.No credit will be issued for unused signs or decals. The Client understands that sufficient and adequate signage and decals are a core assumption to the performance of the service,and should the quality or coverage of such signage and decals degrade,the Client is responsible for notifying Passport so that this can be resolved;any additional or replacement signs or decals will be at the Client’s cost. Signage materials are as follows: The Passport parking signs are KomaAlu with Avery Cast Laminate with UV Protection and 6-year outdoor durability.The Passport parking decals are Avery Cast Laminate with UV protection,permanent adhesive vinyl for outdoor use with 6-year outdoor durability.Any extra costs incurred due to changes in signage material will be covered by the Client. Passport has developed Passport Parking signage and decal design templates,which are tested regularly to optimize program performance.Any signage produced by Passport must adhere to Passport’s sign design methodology and cannot be modified without written approval from an authorized representative of Passport.A logo of the Client’s brand can be included on signage as long as such is provided to Passport with proper authorization in advance of production of signage. CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.4 155 It takes one to two weeks to design signs and decals and up to an additional three to four weeks for the signs and decals to be printed and shipped,assuming timely review and approval by the Client. The Client may purchase additional signs and decals from Passport. Where signage or decals are provided to the Client at a discount to its actual production and ongoing maintenance cost,any customization that the client requests will be chargeable at a rate of $175/hour and such customizations are subject to approval by an authorized representative of Passport. The Client’s Passport Lifecycle Marketing Manager will work closely with the Client to design the signage and decals files.A first round of the design files will be provided by Passport to the Client for the Client’s review and feedback.The Client’s Passport Lifecycle Marketing Manager will provide suggestions and best practices for quantity and placement of signs and decals throughout the Client.After that meeting,the Client’s Passport Lifecycle Marketing Manager will consult with the Client to understand its needs and wants for the new signage. Public Education and Marketing In addition to signage and decals,Passport will provide the Client with the following items to support marketing and public education initiatives of the Passport Parking application: ●Signage and Decals ○Best Practice Guide ●Public Relations ○Press Release (posted on website and social media) ○Press Kit ●Print Marketing ○Design File for How to Flier (3”x5”) ○Design File for Benefit Poster (8.5”x11”) ●Digital Marketing ○Client Website Content &Consultation ○Website &Social Media Banners ○Standard How-to Video ●Ongoing Support ○Dedicated Client Lifecycle Marketing Manager CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.5 156 System Training Once a majority of the project milestones have been completed and the target launch date is confirmed,Passport will work with the Client to set-up the remote web-based training plan. Passport will assist the Client with determining who should be involved in the training sessions and when they should occur from a scheduling perspective around the target go-live date. Passport will host a training session with any Client employees who will interact with the Passport Operating System and Mobile Payment Application.Passport recommends that all parking staff,Client accountants,and enforcement managers be present for training.Passport will work with the Client if additional training sessions are required. All training is done via a “Train the Trainer”method,equipping each person present with the tools and knowledge to train their teams now and in the future. Custom Configurations and Integrations Duncan CivicSmart Enforcement Integration Passport will provide its API-based integration with Duncan CivicSmart for monitoring and enforcement purposes.Passport will push mobile paid parking sessions to Duncan CivicSmart. Duncan will need to provide the following credentials to Passport so that the integration can be configured: ●CustomerID ●Prod URL Passport understands that the Client is planning to change enforcement providers in the future. Passport will provide the selected vendor with its public API integration documentation for the purpose of building an integration to monitor Passport Parking mobile payment parking sessions. Passport will provide integration testing support to the selected vendor as they integrate into Passport’s system but will not be responsible for building the integration.As such,Passport can not guarantee a timeline for when this integration will be completed.If the selected vendor is unable to build to Passport’s public API the integration will need to be rescoped. CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.6 157 The Client understands that for this integration to be built,the selected vendor must sign a Non-Disclosure Agreement (NDA)in order for Passport to provide API documentation. Assumptions &Notes While performing these services,Passport will rely upon the concerted engagement,direction, authorization,approvals or other information provided by the Client’s primary stakeholder and technical teams. The Client’s Project Manager and respective team will be responsible for contributing to and reviewing Weekly Status Reports and reporting Project issues. Additional Client responsibilities include: ●Providing operational information in a timely manner. ●Providing a list of stakeholders for preliminary implementation ●Making a good faith effort to facilitate the continued progress of the implementation. ●Perform user acceptance testing to confirm the accuracy of configured attributes in the system ●Provide written approval on each aspect of the system Deliverables or activities not specifically identified as in scope throughout this document are by definition out of scope,unless accompanied by an approved Scope Change Order. Project Change Control Changes may be required to manage unanticipated or new information that may arise during the course of the implementation and delivery of this solution that impacts an existing (or creates a new)deliverable,restriction,milestone,or dependency.This Project Change Control process is meant to enforce a process to ensure changes are tracked and approved appropriately throughout the project. Process ●A Passport representative will complete a Scoping Change Order form describing the exchange to be evaluated. CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.7 158 ●Passport will perform an impact assessment (cost,schedule,risk,etc)and provide a recommendation for how to achieve the Client's objectives in the context of the latest information. ●The Client will decide whether or not to proceed with Passport’s recommendation or to suggest an alternative approach. ●If the Change Request is approved by the Client and returned back upon full execution, then the Change Request document will be incorporated as part of the Statement of Work. Timeline Effects ●Upon approval by all parties,the impact assessment associated with such change request shall augment any prior commitments or estimates of timeline and pricing in this Statement of Work,which shall no longer apply.Passport will use commercially reasonable efforts to maintain the timeline and cost associated with this Statement of Work,augmented by any and all Change Request(s)approved by all parties. CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.8 159 Acceptance Please indicate your acceptance of this Statement of Work by signing below.Both Parties must approve any changes to this Statement of Work in writing.These changes may result in additional costs. Client Authorized Name: Title: Signature: Date: Passport Labs,Inc. 128 S.Tryon St.Suite 2200 Charlotte,NC 28202 Authorized Name: Title: Signature: Date: CONFIDENTIAL AND PROPRIETARY. ©2024 Passport.All rights reserved.9 160 ORDER FORM This Order Form (the “Order Form”), effective as of ___________________, is being entered into by and between Passport Labs, Inc. and the City of South Miami, FL (“Customer”) pursuant and subject to the Agreement (the “Agreement”) entered into by the Parties as of __________________. Upon execution, this Order Form shall be incorporated by reference in and subject to the Agreement. Capitalized terms used but not defined herein shall have the same meanings as set forth in the Agreement. I. SUMMARY OF THE PRODUCTS AND SERVICES This Order Form, together with any Product Specific Terms attached hereto and made a part hereof in Schedule 1 and the SOW attached hereto and made a part hereof as Schedule 2, contains the terms and conditions applicable to the Products and relate d services purchased pursuant to the Agreement. PRODUCTS AND SERVICES Mobile Payment for Parking Platform (“MPP”) X II. FEES A. Fees. The fees are as follows: Products and Services Fee(s) Fee Type(s) Mobile Payment for Parking (“MPP”): Per Transaction MPP Service and License Fee $0.35 Per Session III. BILLING INFORMATION Billing Contact Name: Alfredo Riverol Billing Email Address: ARiverol@southmiamifl.gov Billing Address: 6130 Sunset Drive South Miami, Florida 33143 IN WITNESS WHEREOF, Passport and Customer have each caused this Order Form to be executed by its duly authorized representatives. City of South Miami, FL Passport Labs, Inc. By: By: Name: Name: Title: Title: Date: Date: 161 2 SCHEDULE 1 1. MOBILE PAYMENT FOR PARKING Services: Passport will provide services and license software, including all web and mobile applications and related documentation necessary for Customer to operate a mobile payment for parking program (“MPP”) which allows all parking customers in any parking facilities owned or managed by Customer (the “Premises”) the ability to pay for parking using a smartphone application or mobile web application. Equipment: Passport will provide Customer an initial quantity of signs and decals consistent with Passport’s marketing best practices at no charge to support the implementation of the MPP. Customer will be solely responsible for installing all signs and decals in th e Premises. Additional signs and decals shall be charged at Passport’s then-prevailing unit prices. Passport will provide a design file to allow Customer to print replacement signs and decals at no charge. Ancillary Fees: a) Customer will pay a ten dollar ($10) administrative fee in addition to sign and shipping costs per sign for any additional or replacement signs purchased through Passport. b) Customer will pay a one dollar ($1) administrative fee in addition to decal and shipping costs per decal for any additional o r replacement decals purchased through Passport. Third Party Providers: In order to expand the management data available to Customer and to improve access and the user experience for a broader group of individuals wishing to pay for parking and engage in related transactions via channels other than the MPP provided by Passpor t, Passport may, at its option, allow the use of third-party provider’s (each a “Third Party Provider”) interfaces for initiating parking transactions or to enhance the mobility experience, including any and all possible methods available to parkers to request the right to access a nd occupy a parking space or otherwise-denominated curb space for any period of time (in accordance with Customer’s applicable rates, rules, ordinances, and regulations). Such interfaces will include, but not be limited to, in -dash vehicle systems, navigation systems (whether in-dash or smartphone-based), business intelligence solutions, and mobile payments for parking applications other than Passport’s MPP (each an “Interface”). Should Passport exercise this option, such Third Party Provider(s) shall contract directly with Passport to establish the int egrations necessary for Passport to facilitate all mobile payments for parking sessions and related transactions for the Third Part y Provider(s) and its end users. The term “facilitate” includes, but is not limited to: (a) all tasks related to parking rights management, inc luding the calculation of parking session prices, (b) the management of rates, rules, and restrictions and zones, spaces, or other units of parking or curbside inventory; (c) transactional reporting; (d) tasks related to transmission of parking rights data to parking enforcement syste ms and any data processing systems; (e) tasks related to refund issuance, parking ru le management, reconciliation of funds, invoicing, and other administrative functions; and (f) all back-office management interfacing necessary to manage the foregoing and all other tasks necessary or desirable for Passport to effectively manage the issuance and processing of parking rights on behalf of City (the “Shared Services”). For parking transactions initiated via a Third Party Provider’s Interface, payment processing must be conducted by Passport. Notwithstanding anything to the contrary in the Agreement, Passport may share Operational Data with Third Party Providers to the extent necessary to enable the Shared Services. Customer acknowledges and agrees that a Third Party Provider may configure and control the feature set of its own Interface so long as it is capable of performing the functions required to interact with Passport’s pl atform and execute parking transactions as designated in the scope of work. Customer further acknowledges and agrees t hat certain data received from Third Party Providers may be more limited than what Passport can provide to Customer as Customer’s MPP provider and may need to be provided, if at all, on an aggregated and/or anonymized basis; Passport shall, however, use co mmercially reasonable efforts to supply such data as may be reasonably requested by Customer for its internal purposes. To utilize the Shared Services, each Third Party Provider will be required to integrate with application programming interface endpoints provided by Passport, which cannot be accessed or utilized by such Third Party Provider prior to the execution of a standalon e contract with Passport governing the access, use, pricing, disclosure, and governance of the Shared Services consistent with the foreg oing paragraphs and as otherwise determined by Passport in its sole discretion. 162 3 SCHEDULE 2 Statement of Work 163 Page 1 of 5 AGREEMENT BETWEEN THE CITY OF SOUTH MIAMI AND PASSPORT LABS. INC. THIS AGREEMENT (this “Agreement”) is made effective as of the XXXXX, 2024 (the “Effective Date”), by and between the CITY OF SOUTH MIAMI, FLORIDA, a Florida municipal corporation (the “City”), and PASSPORT LABS, INC.a Delaware corporation, authorized and registered to do business in the State of Florida (the “Vendor”). Collectively, the City and the Vendor are referred to as the “Parties.” WHEREAS, mobile parking payment systems allow parking customers the ability to pay for parking through the use of a smartphone or by dialing a dedicated phone number; and WHEREAS,since 2010, the City has utilized PayByPhone US, Inc. (“Vendor” or “PayBy Phone”) for its mobile parking payment system; and WHEREAS, the City’s contract with Vendor expired in September 2023, however Vendor has been honoring the terms of the contract which allows parking customers to pay $.25 per transaction, which is the lowest in the surrounding area; and WHEREAS, on November 19, 2020, Omnia Partners, a purchasing cooperative (“Omnia Partners”) issued RFP No. 32-20 for “Integrated Parking Management System” and as a result of the proposals received to RFP No. 32-20, approved an agreement on December 8, 2020 with Passport Labs, Inc.pursuant to RFP No. 32-20 for mobile parking payment solutions (the “Services”); and WHEREAS,pursuant to Article III, Section 5 of the City Charter, and the City’s Purchasing Policy adopted by ordinance as part of the 2023/2024 FY Budget, the City’s bidding process may be conducted by making purchases through other governmental agencies that have followed competitive bidding procedures similar to the City’s adopted procedures; and WHEREAS,the type of services contemplated by the City has been competitively bid by Omnia Partners, which resulted in and agreement with Passport Labs, Inc., based on competitive bidding procedures similar to the City’s adopted procedures; and WHEREAS, PASSPORT LABS, INC. has provided a pricing proposal to the City, attached hereto as Exhibit “B”(the “Proposal”), respectively, and have agreed to extend the terms and conditions of the Omnia Partners Contract to the City, including transaction fees of $0.35 per transaction;and WHEREAS, the initial term of the Omnia Partners Contract is for a period of three (3) years to December 31, 2023 with two (2) additional one (1) year options to renew through December 31, 2025; and 164 Page 2 of 5 WHEREAS, the City desires a five (5) agreement to be co-terminus with the City’s agreements with other mobile parking payment providers, expiring March 31, 2029 and in accordance with Tab 1 of the Master Agreement of the Omnia Partners Contract, states: “It should be noted that maintenance/service agreements may be issued for up to (5) years under this contract even if the contract only lasts for the initial term of the contract. NCPA (Omnia Partners) will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract." WHEREAS, PASSPORT LABS, INC., will continue to utilize the current zones deployed throughout the City and all current PayByPhone parking signs in the City will be replaced with new multi-vendor signs, at no cost to the City, providing parking customers with the option to either use PayByPhone, Park Mobile or Passport smartphone app to pay for parking; and WHEREAS,the City Commission desires to authorize the City Manager to enter into a non-exclusive agreement with PASSPORT LABS, INC., consistent with the terms and conditions of the Omnia Partners Contract and Scope of Services attached hereto as Exhibit “A”and the Proposal attached hereto as Exhibit “B.” NOW, THEREFORE, in consideration of the mutual covenants and conditions contained herein, the City and the Vendor agree as follows: 1. Incorporation of Contract. The terms and conditions of the Omnia Partners Contract attached hereto as Exhibit “A”are incorporated as though fully set forth herein. Except as otherwise specifically set forth or modified herein by the Supplemental Terms (defined in Section 2, below), all terms in the Omnia Partners Contract are hereby ratified and affirmed and shall remain unmodified and in full force and effect in accordance with its terms. 2. Supplemental Terms. The following additional supplemental terms to the Omnia Partners Contract (“Supplemental Terms”) attached hereto as Exhibit “B”and are incorporated as though fully set forth herein. 3. Conflicts; Order of Priority.This document without exhibits is referred to as the “Agreement.” In the event of a conflict between the terms of this Agreement and any exhibits or attachments hereto, or any documents incorporated herein by reference, the conflict shall be resolved in the following order of priorities and the more stringent criteria for performance of the Services shall apply: A.First Priority: This Agreement; B.Second Priority: E-Verify Affidavit; C.Third Priority: Omnia Partners Contract. D.Fourth Priority: Proposal. 4. Defined Terms. All initial capitalized terms used in this Agreement shall have the same meaning as set forth in the Miami Beach Contract unless otherwise provided in this Agreement. 165 Page 3 of 5 All references to the City of Miami Beach shall be replaced with the City of South Miami where applicable. 5. Counterparts. This Agreement may be executed in several counterparts, each of which shall be deemed an original and such counterparts shall constitute one and the same instrument. 6. Tab 1 Master Agreement General Terms and Agreement – “Payments” of the Omnia Partners Contract is hereby amended to reflect the submittal address for payment and accounts payable with the following: Accounts Payable: Finance@cityofsouthmiamifl.gov 7. Tab 1 Master Agreement General Terms and Agreement – “Certificates of Insurance” of the Omnia Partners Contract. The City of South Miami as the Certificate Holder, as follows: CERTIFICATE HOLDER ON ALL COI MUST READ: CITY OF SOUTH MIAMI 6130 Sunset Drive South Miami, FL 33143 ciglesias@cityofsouthmaimifl.gov 8. Public Records Requirement The following section is added to the Agreement with:: Notice Pursuant to Section 119.0701(2)(a), Florida Statutes.IFTHE VENDOR HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO THE VENDOR’S DUTY TO PROVIDE PUBLIC RECORDS RELATING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS: Nkenga “Nikki” Payne, CMC, FCRM, City Clerk 6130 Sunset Drive, First Floor, South Miami, FL 33143 305-663-6340 npayne@southmiamifl.gov. 9. Notices/Authorized Representatives is added to the Omnia Partners Contract with: Notices/Authorized Representatives.Any notices required by this Agreement shall be in writing and shall be deemed to have been properly given if transmitted by hand-delivery, by registered or certified mail with postage prepaid return receipt requested, or by a private 166 Page 4 of 5 postal service, addressed to the parties (or their successors) at the addresses listed on the signature page of this Agreement or such other address as the party may have designated by proper notice. 10. E-Verify Affidavit.In accordance with Section 448.095, Florida Statutes, the City requires all Vendors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e- verify. By entering into this Agreement, the Vendor acknowledges that it has read Section 448.095, Florida Statutes; will comply with the E-Verify requirements imposed by Section 448.095, Florida Statutes, including but not limited to obtaining E-Verify affidavits from subVendors; and has executed the required affidavit attached hereto and incorporated herein. [Remainder of Page Intentionally Left Blank. Signature Pages Follow.] 167 Page 5 of 5 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year as first stated above. CITY OF SOUTH MIAMI By: Genaro “Chip” Iglesias City Manager Attest: By: Nkenga “Nikki” Payne, CMC, FCRM, City Clerk Approved as to Form and Legal Sufficiency: By: Weiss Serota Helfman Cole & Bierman, P.L. City Attorney Addresses for Notice: City of South Miami Attn: City Manager 6130 Sunset Drive, First Floor South Miami, FL 33143 305-668-2510 (telephone) chip@southmiamifl.gov (email) With a copy to: Weiss Serota Helfman Cole & Bierman, P.L. Attn: City of South Miami Attorney 2800 Ponce de Leon Boulevard, Suite 1200 Coral Gables, FL 33134 larango@wsh-law.com (email) PASSPORT LABS, INC: By: Name: Title: Entity: Addresses for Notice: Passport Labs, Inc. Attn: General Counsel 128 South Tryon Street, Suite 1000 Charlotte, NC 28202 704-999-9564(telephone) legal@passportinc.com(email) 168 EXHIBIT “A” PASSPORT LABS, INC OMNIA PARTNERS AGREEMENT December 8, 2020 169 EXHIBIT “B” SUPPLEMENTAL TERMS City Obligations. City is responsible for all electronic data specific to City’s operations that is not available to Vendor publicly or by other means and that City submits to the services (“City Data”), including its content and accuracy, and will comply with laws when using Vendor’s services. City represents and warrants that it has made all disclosures, provided all notices, and obtained all rights, consents, and permissions necessary for Vendor to collect, access, use, disclose, transfer, transmit, store, host, or otherwise process the City Data as set forth in this Agreement without violating or infringing laws, third-party rights, or terms or policies that apply to the City Data. Protection of City Data. Vendor will maintain appropriate administrative, physical, and technical safeguards for protection of the security, confidentiality and integrity of City Data. Vendor will not access any City Data except to the extent necessary to provide the services and technical support, to enforce the provisions of this Agreement. PCI-DSS Information. Vendor acquires a license or sublicense to PCI-DSS Information from end users who share such information with Vendor in connection with their use of the services. Vendor will maintain PCI-DSS certification and secure PCI-DSS Information in accordance with PCI- DSS. As such, Vendor may not grant City derivative rights to such PCI-DSS Information and Vendor shall not be required to disclose such PCI-DSS Information to City. “PCI-DSS Information” consists of the following items, each as defined by the then-current Payment Card Industry Data Security Standards (“PCI-DSS”): Account Data, Cardholder Data, Primary Account Number, and Sensitive Authentication Data. Personally Identifiable Information. Vendor collects and uses Personally Identifiable Information (“PII”) in accordance with its Privacy Policy and complies in all material respects with applicable law governing the use and security of PII. PII means any representation of information that permits the identity of an individual to whom the information applies to be reasonably determined or inferred by either direct or indirect means. PII includes name, address, social security number, driver’s license number, telephone number, or email address, and may include other data elements such as gender, race, birth date, and geographic indicator (i.e., zip code or postal code), if they can be used in conjunction with other data elements to indirectly identify individuals. The Parties agree that the license plate of an automobile or any other private or commercial vehicle does not, by itself, constitute PII, and that PII does not include Aggregated Data that reasonably prevent the identity of an individual to whom the information applies to be reasonably determined or inferred by either direct or indirect means. Usage Data; Aggregated Data. Vendor may process Usage Data and Aggregated Data for its internal business purposes to: (a) track use of the services for billing purposes; (b) provide support for the services; (c) monitor the performance and stability of the services; (d) prevent or address technical issues with the services; (e) improve the services and to develop new products and services; and (f) for all other lawful business practices, such as analytics, benchmarking, and reports. Any Aggregated Data will not (i) include PII or PCI-DSS Information; (ii) identify end users; (iii) be disclosed in a manner that would permit a third party to determine an end user’s identity; or (iv) disclose City’s Confidential Information. 170 Third-Party Applications. The services may require City to use Third-Party Applications depending on City’s operations and configuration of the services. Third-Party Applications are subject to City’s agreements with the relevant provider and not this Agreement. Vendor does not control and has no liability for Third-Party Applications, including their security, functionality, operation, availability, or interoperability with the services or how the Third-Party Applications or their providers use City Data. By enabling a Third-Party Application to interact with the services, City authorizes Vendor to access and exchange City Data with such Third-Party Application on City’s behalf. Once City Data is shared, transmitted, disclosed, or otherwise provided to the Third- Party Application, Vendor will have no responsibility or liability for such City Data. Third-Party Software. The services may be distributed or used with certain third-party open- source software (“Third Party Software”), as specified by Vendor upon prior written request by City. Any use of Third-Party Software on a stand-alone basis will be subject to the terms of the applicable Third-Party Software license and not this Agreement. For the avoidance of doubt, to the extent the terms of such open-source licenses applicable to Third Party Software prohibit any of the restrictions in this Agreement, such restrictions will not apply to such Third-Party Software. To the extent the terms of open-source licenses applicable to Third-Party Software require Vendor to make an offer to provide source code or related information in connection with the Third-Party Software, such offer is made. Intellectual Property Ownership. Except as expressly provided in this Agreement, as between the parties, City retains all intellectual property rights and other rights in City Data. Except as expressly provided in this Agreement, Vendor and its licensors retain all intellectual property rights and other rights in the services, Aggregated Data, and Usage Data, including any modifications or improvements made to any of the foregoing. If City or any of its users provide Vendor with feedback or suggestions relating to the services (“Feedback”), City hereby grants Vendor an unrestricted, perpetual, irrevocable, non-exclusive, fully-paid, royalty-free right and license to exploit the Feedback in any manner and for any purpose, including to improve the services and create other products and services. Vendor will have no obligation to provide City or its users with attribution or payment for any Feedback it provides to Vendor. Limitation of Liability. NOTHING IN THIS AGREEMENT LIMITS EITHER PARTY’S (I) LIABILITY FOR PERSONAL INJURY, DEATH OR WILLFUL MISCONDUCT, OR (II) LIABILITY THAT CANNOT BE LIMITED BY APPLICABLE LAW. IN NO EVENT WILL EITHER PARTY OR ITS AFFILIATES HAVE ANY LIABILITY ARISING OUT OF OR RELATED TO THIS AGREEMENT FOR ANY LOST PROFITS, REVENUES, GOODWILL, OR INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL, COVER, BUSINESS INTERRUPTION OR PUNITIVE DAMAGES, WHETHER AN ACTION IS IN CONTRACT OR TORT AND REGARDLESS OF THE THEORY OF LIABILITY, EVEN IF A PARTY OR ITS AFFILIATESHAVEBEENADVISEDOFTHE POSSIBILITYOFSUCHDAMAGESOR IFA PARTY’S OR ITS AFFILIATES’REMEDY OTHERWISE FAILS OF ITS ESSENTIAL PURPOSE. THE FOREGOING DISCLAIMER WILL NOT APPLY TO THE EXTENTPROHIBITED BY LAW. 171 Termination. Vendor may terminate this Agreement and all licenses granted hereunder upon notice to City in the event that City fails to make full payment when due of any amount required to be paid by City under this Agreement within ten (10) calendar days of City’s written notice of such failure to pay; (ii) City may terminate this Agreement for any reason upon 30-days’ prior written notice to Vendor; provided, however, that the City shall not be absolved of any outstanding payment obligations under the contract or any open order(s); and (iii) this Agreement may be terminated by either Party upon thirty (30) calendar days’ prior written notice to the other Party in the event of a material breach of a material provision of this Agreement, provided, however, that the termination shall not be effective if, during the thirty (30) day notice period, or such other cure period as mutually agreed upon by the Parties, the breaching Party cures the breach. EXHIBIT “C” Vendor’s Pricing Proposal 172 E-VERIFY AFFIDAVIT In accordance with Section 448.095, Florida Statutes, the City of South Miami requires all Vendors doing business with the City to register with and use the E-Verify system to verify the work authorization status of all newly hired employees. The City will not enter into a contract unless each party to the contract registers with and uses the E-Verify system. The contracting entity must provide of its proof of enrollment in E-Verify. For instructions on how to provide proof of the contracting entity’s participation/enrollment in E-Verify, please visit: https://www.e-verify.gov/faq/how-do-i-provide-proof-of-my-participationenrollment-in-e-verify By signing below, the contracting entity acknowledges that it has read Section 448.095, Florida Statutes and will comply with the E-Verify requirements imposed by it, including but not limited to obtaining E-Verify affidavits from subVendors. ☐Check here to confirm proof of enrollment in E-Verify has been attached to this Affidavit. In the presence of: Signed, sealed and delivered by: Witness #1 Print Name: Print Name: Title: Witness #2 Print Name: Entity Name: ACKNOWLEDGMENT State of Florida County of The foregoing instrument was acknowledged before me by means of ☐physical presence or ☐ online notarization, this day of , 20 , by (name of person) as (type of authority) for (name of party on behalf of whom instrument is executed). Notary Public (Print, Stamp, or Type as Commissioned) Personally known to me; or Produced identification (Type of Identification:) Did take an oath; or Did not take an oath 173 174 • Pass ort National Cooperative Purchasing Alliance Integrated Parking Management System RFP No. 32-20 Due : November 19, 2020 @ 2PM For: NCPA From: Passport 128 South Tryon Street, Ste. 2200 Charlotte, North Carolina 28202 USA (704) 837-8066 passportinc.com I rfp@passportinc.com I 2020 Passport Labs, Inc. All Rights Reserved . 175 TABLE OF CONTENTS PAGE NO. COVER LETTER TAB 1: MASTER AGREEMENT/ SIGNATURE FORM TAB 2: NCPA ADMINISTRATION AGREEMENT TAB 3: VENDOR QUESTIONNAIRE TAB 4: VENDOR PROFILE TAB 5: PRODUCTS AND SERVICES Passport Parking User Experience Passport Parking User Interface Features Passport Parking Companion Site Passport Park i ng Account Management Administrator Requirements Other Technical Requirements Integration Marketing Customer Service Training Deployment Additional Integrated Services TAB 6 • REFERENCES TAB 7 • PRICING TAB 8 • VALUE ADDED PRODUCTS AND SERVICES Passport's Evolution to an Operating System Implementing An Open Ecosystem For Parking PASSPORT OPERATING SYSTEM On boarding Client Advocacy Passport Payments Rate Management Audit Capabilities Customer Service Dashboard Marketing & Signage Multi-Source Reporting Integrated Technology i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, In c 5 7 8 11 14 33 38 41 42 46 47 54 58 60 62 64 67 71 81 85 88 88 91 94 95 95 96 98 99 99 102 103 106 •1 I _ 3 176 PROJECT APPROACH Implementation Phase Breakdown Mitigating Risk RELEVANT EXPERIENCE Passport Enforcement PASSPORT IN THE NEWS TAB 9 • REQUIRED DOCUMENTS Clean Air and Water Act/ Debarment Notice Contractors Requirements Antitrust Certification Statements Required Clauses for Federal Funds Certification Required Clauses for Federal Assistance by FTA State Notice Addendum i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc 112 113 115 117 121 123 138 138 139 140 141 144 148 •1 I 4 177 COVER LETTE Passport Labs I nc. ("Passport"), is p leased to present a proposa l for NCPA's Integrated Parking Management System RFP . In light of the current crisis with COV ID-19 (coronavirus), Passport understands that a safe mobi lity operator is crucia l to ensuring the public hea lth of residents as they move throughout the city. As cities continue to al ign the i r operations with hea lth and safety guidel i nes, contactless payments have emerged as a tool to continue operations in a manner that is both safe and effective. In this context, It is important for cities to continue to be l nnovatfve with revenue sources, particu larly on something as widespread as mobi l ity. As the Nationa l Cooperative Purchasing All iance continues to seek to provide the best services for its members, Passport is dedicated to doing everyth i ng it can to support NCPA and will work with NCPA through this procurement process accordingly. Cities are mak i ng efforts to create a cohesive and inclusive transportation system that va l ue the importance of customer experience. Customer experience is integra l to how we design our techno logy because we understand that qua lity of residents' interactions with the curb directly trans lates to revenue for the city and ease of management. When residents have a great experience with mobi lity operations, they are more like ly to be compliant with the city's ru les and regu lations. A friction l ess experience that emphasizes comp l iance over enforcement will generate more revenue and positive customer experiences . The benefits of this comp liance transl ate to reducing congestion, enhancing mobi l ity equity, and improving overall qua l ity of movement within their city. Passport's so lution being proposed to NCPA is focused on generating pos itive customer experiences that w ill create an environment that encourages comp liance . Passport will create an opportunity for cities to efficient ly manage their streets and sidewa l ks, l imit operationa l comp lex ity, and prepare them for future innovation at the curb. Our team will deliver to these cities an open p latform that will provide res idents and vis itors with the most robust and st ream lined set of parking payment options avai l ab le in the market today. While many approach parking management with a one-size -fits -all so lution, we fully recognize that cities have unique needs that requ ire a tai l ored system to complete their operations . Passport is prepared to de l fver the next-generation of its parking techno l ogy and will specifically partner with cities to rea l ize the fo ll owing: • Increase on -street payment comp l iance and corresponding revenue share • Increase end user payment optiona lity and enab l e an improved customer experience • Data standardization and aggregat ion for on-street payments and enforcement • Conso l idate rate management with a singl e source of truth • Simp l ify and conso l idate payment reconciliation Passport Is committed to advancing socia l equity and through our partnership we will work to ach ieve those l isted action items. In order to accomplish this we use our industry leading open API platform to i ntegrate small bus iness customer facing providers and accessibil ity partners. Our aglle p latform removes any limitations for po l icy makers to deve lop and adopt innovative equity so l utions . Furthermore, we are committed to supporting local women and minority business enterprises. We be l ieve that loca l partnerships and strategic input from members of the community i1 Passport pass portinc.corn r[p@passaort1nc rorn 2020 Passport La bs, Inc •1 I 5 178 enhances our future partners' ability to develop policy they want rather than accommodating policy priorities around technological restrictions . Passport is a longstand ing and trusted partner of the National Cooperative Purchasing Alliance and has found great success through that partnership. Cities across the country have utilized this partnership to set their city in motion and create a more liveable , equitable community. The Passport Operating System equips cities with real time data from vehicle interactio ns to efficiently manage streets and sidewalks and make parking transactions easy and accessible to all citizens. Throug h this partnership, Passport is able to deliver streamlined management of mobility solutions through our Operat ing System to support city governments across the United States. A few of the cities that have leveraged Passport's partnership with NCPA in clude Albuquerque, NM , Grand Rapids , Ml , Lakeland , FL , and Rochester, NY. Passport has been committed to delivering parking techno logy and services to municipalities, universities, and private operators i n an effort to solve their parking enforcement, permitting, and payment challenges . Passport will continue to deliver its innovative technology to cities while creating value that increases positive customer experiences while also meeting healthy and safety standards . Accompanying, please find Passport's proposal for NCPA's Integrated Park i ng Management System RFP No . 32-20. For all concerns related to this bid: Kelsey Owens Director of Municipal Sales Te l: (704) 879-2760 ext: 113 Fax : (888) 804-1783 Ema ii : kelsey .owens@passpo rti nc. com As Chief Revenue Officer, I have full authority to enter into contracts on behalf of Passport. Passport has carefully reviewed the offer enclosed and is pleased to provide its proposal to NCPA. Sincerely, Khr!stian Gutierrez Chief Revenue Officer 128 S Tryon St. Suite 2200 Charlotte, NC 28202 khristian-rfp@passportinc.com (704) 837-8066 www.passportinc.com i1 Passport pass portinc.com rfo@passportinc com 2020 Pa ssport La bs, I nc ■1 I 6 Tab 1 – Master Agreement General Terms and Conditions ¨ Customer Support Ø The vendor shall provide timely and accurate technical advice and sales support. The vendor shall respond to such requests within one (1) working day after receipt of the request. ¨ Disclosures Ø Respondent affirms that he/she has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor or service to a public servant in connection with this contract. Ø The respondent affirms that, to the best of his/her knowledge, the offer has been arrived at independently, and is submitted without collusion with anyone to obtain information or gain any favoritism that would in any way limit competition or give an unfair advantage over other vendors in the award of this contract. ¨ Renewal of Contract Ø Unless otherwise stated, all contracts are for a period of three (3) years with an option to renew for up to two (2) additional one-year terms or any combination of time equally not more than 2 years if agreed to by Region 14 ESC and the vendor. ¨ Funding Out Clause Ø Any/all contracts exceeding one (1) year shall include a standard “funding out” clause. A contract for the acquisition, including lease, of real or personal property is a commitment of the entity’s current revenue only, provided the contract contains either or both of the following provisions: Ø Retains to the entity the continuing right to terminate the contract at the expiration of each budget period during the term of the contract and is conditioned on a best efforts attempt by the entity to obtain appropriate funds for payment of the contract. ¨ Shipments (if applicable) Ø The awarded vendor shall ship ordered products within seven (7) working days for goods available and within four (4) to six (6) weeks for specialty items after the receipt of the order unless modified. If a product cannot be shipped within that time, the awarded vendor shall notify the entity placing the order as to why the product has not shipped and shall provide an estimated shipping date. At this point the participating entity may cancel the order if estimated shipping time is not acceptable. ¨ Tax Exempt Status Ø Since this is a national contract, knowing the tax laws in each state is the sole responsibility of the vendor. 179 ¨ Payments Ø The entity using the contract will make payments directly to the awarded vendor or their affiliates (distributors/business partners/resellers) as long as written request and approval by NCPA is provided to the awarded vendor. ¨ Adding authorized distributors/dealers Ø Awarded vendors may submit a list of distributors/partners/resellers to sell under their contract throughout the life of the contract. Vendor must receive written approval from NCPA before such distributors/partners/resellers considered authorized. Ø Purchase orders and payment can only be made to awarded vendor or distributors/business partners/resellers previously approved by NCPA. Ø Pricing provided to members by added distributors or dealers must also be less than or equal to the pricing offered by the awarded contract holder. Ø All distributors/partners/resellers are required to abide by the Terms and Conditions of the vendor's agreement with NCPA. ¨ Pricing Ø All pricing submitted shall include the administrative fee to be remitted to NCPA by the awarded vendor. It is the awarded vendor’s responsibility to keep all pricing up to date and on file with NCPA. Ø All deliveries shall be freight prepaid, F.O.B. destination and shall be included in all pricing offered unless otherwise clearly stated in writing ¨ Warranty Ø Proposals should address each of the following: § Applicable warranty and/or guarantees of equipment and installations including any conditions and response time for repair and/or replacement of any components during the warranty period. § Availability of replacement parts § Life expectancy of equipment under normal use § Detailed information as to proposed return policy on all equipment ¨ Indemnity Ø The awarded vendor shall protect, indemnify, and hold harmless Region 14 ESC and its participants, administrators, employees and agents against all claims, damages, losses and expenses arising out of or resulting from the actions of the vendor, vendor employees or vendor subcontractors in the preparation of the solicitation and the later execution of the contract. ¨ Franchise Tax Ø The respondent hereby certifies that he/she is not currently delinquent in the payment of any franchise taxes. 180 ¨ Supplemental Agreements Ø The entity participating in this contract and awarded vendor may enter into a separate supplemental agreement to further define the level of service requirements over and above the minimum defined in this contract i.e. invoice requirements, ordering requirements, specialized delivery, etc. Any supplemental agreement developed as a result of this contract is exclusively between the participating entity and awarded vendor. ¨ Certificates of Insurance Ø Certificates of insurance shall be delivered to the Public Agency prior to commencement of work. The insurance company shall be licensed in the applicable state in which work is being conducted. The awarded vendor shall give the participating entity a minimum of ten (10) days notice prior to any modifications or cancellation of policies. The awarded vendor shall require all subcontractors performing any work to maintain coverage as specified. ¨ Legal Obligations Ø It is the Respondent’s responsibility to be aware of and comply with all local, state, and federal laws governing the sale of products/services identified in this RFP and any awarded contract and shall comply with all while fulfilling the RFP. Applicable laws and regulation must be followed even if not specifically identified herein. ¨ Protest Ø A protest of an award or proposed award must be filed in writing within ten (10) days from the date of the official award notification and must be received by 5:00 pm CST. Protests shall be filed with Region 14 ESC and shall include the following: § Name, address and telephone number of protester § Original signature of protester or its representative § Identification of the solicitation by RFP number § Detailed statement of legal and factual grounds including copies of relevant documents and the form of relief requested Ø Any protest review and action shall be considered final with no further formalities being considered. ¨ Force Majeure Ø If by reason of Force Majeure, either party hereto shall be rendered unable wholly or in part to carry out its obligations under this Agreement then such party shall give notice and full particulars of Force Majeure in writing to the other party within a reasonable time after occurrence of the event or cause relied upon, and the obligation of the party giving such notice, so far as it is affected by such Force Majeure, shall be suspended during the continuance of the inability then claimed, except as hereinafter provided, but for no longer period, and such party shall endeavor to remove or overcome such inability with all reasonable dispatch. Ø The term Force Majeure as employed herein, shall mean acts of God, strikes, lockouts, or other industrial disturbances, act of public enemy, orders of any kind of government of the 181 United States or any civil or military authority; insurrections; riots; epidemics; landslides; lighting; earthquake; fires; hurricanes; storms; floods; washouts; droughts; arrests; restraint of government and people; civil disturbances; explosions, breakage or accidents to machinery, pipelines or canals, or other causes not reasonably within the control of the party claiming such inability. It is understood and agreed that the settlement of strikes and lockouts shall be entirely within the discretion of the party having the difficulty, and that the above requirement that any Force Majeure shall be remedied with all reasonable dispatch shall not require the settlement of strikes and lockouts by acceding to the demands of the opposing party or parties when such settlement is unfavorable in the judgment of the party having the difficulty ¨ Prevailing Wage Ø It shall be the responsibility of the Vendor to comply, when applicable, with the prevailing wage legislation in effect in the jurisdiction of the purchaser. It shall further be the responsibility of the Vendor to monitor the prevailing wage rates as established by the appropriate department of labor for any increase in rates during the term of this contract and adjust wage rates accordingly. ¨ Miscellaneous Ø Either party may cancel this contract in whole or in part by providing written notice. The cancellation will take effect 30 business days after the other party receives the notice of cancellation. After the 30th business day all work will cease following completion of final purchase order. ¨ Open Records Policy Ø Because Region 14 ESC is a governmental entity responses submitted are subject to release as public information after contracts are executed. If a vendor believes that its response, or parts of its response, may be exempted from disclosure, the vendor must specify page-by- page and line-by-line the parts of the response, which it believes, are exempt. In addition, the respondent must specify which exception(s) are applicable and provide detailed reasons to substantiate the exception(s). Ø The determination of whether information is confidential and not subject to disclosure is the duty of the Office of Attorney General (OAG). Region 14 ESC must provide the OAG sufficient information to render an opinion and therefore, vague and general claims to confidentiality by the respondent are not acceptable. Region 14 ESC must comply with the opinions of the OAG. Region14 ESC assumes no responsibility for asserting legal arguments on behalf of any vendor. Respondent are advised to consult with their legal counsel concerning disclosure issues resulting from this procurement process and to take precautions to safeguard trade secrets and other proprietary information. 182 Process Region 14 ESC will evaluate proposals in accordance with, and subject to, the relevant statutes, ordinances, rules, and regulations that govern its procurement practices. NCPA will assist Region 14 ESC in evaluating proposals. Award(s) will be made to the prospective vendor whose response is determined to be the most advantageous to Region 14 ESC, NCPA, and its participating agencies. To qualify for evaluation, response must have been submitted on time, and satisfy all mandatory requirements identified in this document. ¨ Contract Administration Ø The contract will be administered by Region 14 ESC. The National Program will be administered by NCPA on behalf of Region 14 ESC. ¨ Contract Term Ø The contract term will be for three (3) year starting from the date of the award. The contract may be renewed for up to two (2) additional one-year terms or any combination of time equally not more than 2 years. Ø It should be noted that maintenance/service agreements may be issued for up to (5) years under this contract even if the contract only lasts for the initial term of the contract. NCPA will monitor any maintenance agreements for the term of the agreement provided they are signed prior to the termination or expiration of this contract. ¨ Contract Waiver Ø Any waiver of any provision of this contract shall be in writing and shall be signed by the duly authorized agent of Region 14 ESC. The waiver by either party of any term or condition of this contract shall not be deemed to constitute waiver thereof nor a waiver of any further or additional right that such party may hold under this contract. ¨ Products and Services additions Ø Products and Services may be added to the resulting contract during the term of the contract by written amendment, to the extent that those products and services are within the scope of this RFP. ¨ Competitive Range Ø It may be necessary for Region 14 ESC to establish a competitive range. Responses not in the competitive range are unacceptable and do not receive further award consideration. ¨ Deviations and Exceptions Ø Deviations or exceptions stipulated in response may result in disqualification. It is the intent of Region 14 ESC to award a vendor’s complete line of products and/or services, when possible. ¨ Estimated Quantities Ø The estimated dollar volume of Products and Services purchased under the proposed Master Agreement is $30 million dollars annually. This estimate is based on the anticipated volume of Region 14 ESC and current sales within the NCPA program. There is no guarantee or commitment of any kind regarding usage of any contracts resulting from this solicitation 183 ¨ Evaluation Ø Region 14 ESC will review and evaluate all responses in accordance with, and subject to, the relevant statutes, ordinances, rules and regulations that govern its procurement practices. NCPA will assist the lead agency in evaluating proposals. Recommendations for contract awards will be based on multiple factors, each factor being assigned a point value based on its importance. ¨ Formation of Contract Ø A response to this solicitation is an offer to contract with Region 14 ESC based upon the terms, conditions, scope of work, and specifications contained in this request. A solicitation does not become a contract until it is accepted by Region 14 ESC. The prospective vendor must submit a signed Signature Form with the response thus, eliminating the need for a formal signing process. ¨ NCPA Administrative Agreement Ø The vendor will be required to enter and execute the National Cooperative Purchasing Alliance Administration Agreement with NCPA upon award with Region 14 ESC. The agreement establishes the requirements of the vendor with respect to a nationwide contract effort. ¨ Clarifications / Discussions Ø Region 14 ESC may request additional information or clarification from any of the respondents after review of the proposals received for the sole purpose of elimination minor irregularities, informalities, or apparent clerical mistakes in the proposal. Clarification does not give respondent an opportunity to revise or modify its proposal, except to the extent that correction of apparent clerical mistakes results in a revision. After the initial receipt of proposals, Region 14 ESC reserves the right to conduct discussions with those respondent’s whose proposals are determined to be reasonably susceptible of being selected for award. Discussions occur when oral or written communications between Region 14 ESC and respondent’s are conducted for the purpose clarifications involving information essential for determining the acceptability of a proposal or that provides respondent an opportunity to revise or modify its proposal. Region 14 ESC will not assist respondent bring its proposal up to the level of other proposals through discussions. Region 14 ESC will not indicate to respondent a cost or price that it must meet to neither obtain further consideration nor will it provide any information about other respondents’ proposals or prices. ¨ Multiple Awards Ø Multiple Contracts may be awarded as a result of the solicitation. Multiple Awards will ensure that any ensuing contracts fulfill current and future requirements of the diverse and large number of participating public agencies. ¨ Past Performance Ø Past performance is relevant information regarding a vendor’s actions under previously awarded contracts; including the administrative aspects of performance; the vendor’s history of reasonable and cooperative behavior and commitment to customer satisfaction; and generally, the vendor’s businesslike concern for the interests of the customer. 184 Evaluation Criteria ¨ Pricing (40 points) Ø Electronic Price Lists § Products, Services, Warranties, etc. price list § Prices listed will be used to establish both the extent of a vendor’s product lines, services, warranties, etc. available from a particular bidder and the pricing per item. ¨ Ability to Provide and Perform the Required Services for the Contract (25 points) Ø Product Delivery within participating entities specified parameters Ø Number of line items delivered complete within the normal delivery time as a percentage of line items ordered. Ø Vendor’s ability to perform towards above requirements and desired specifications. Ø Past Cooperative Program Performance Ø Quantity of line items available that are commonly purchased by the entity. Ø Quality of line items available compared to normal participating entity standards. ¨ References (15 points) Ø A minimum of ten (10) customer references for product and/or services of similar scope dating within past 3 years ¨ Technology for Supporting the Program (10 points) Ø Electronic on-line catalog, order entry use by and suitability for the entity’s needs Ø Quality of vendor’s on-line resources for NCPA members. Ø Specifications and features offered by respondent’s products and/or services ¨ Value Added Services Description, Products and/or Services (10 points) Ø Marketing and Training Ø Minority and Women Business Enterprise (MWBE) and (HUB) Participation Ø Customer Service 185 186 TAB 1: MASTER AGREEMENT/SIGNATURE FORM Signature Form The undersigned hereby proposes and agrees to furn ish goods and/or services in strict compliance with the terms, specifications and conditions at the prices proposed within response unless noted in writing. Th e undersigned further certifies that h e/sh e is an officer of the company and has autho r ity to negotiate and bind the company named below a nd has not prepared this bid in collusion with any other Respondent and that the contents of this proposal as to prices, terms or conditions of said bid have not been communicated by the undersigned nor by any employ ee or agent to any person engaged in this type of business prior to the official opening of this proposal. Prices are guara nteed: 120 days i ! Passport Company name Passport Labs, Inc. Address 128 S . Tryon Street, Suite 2200 City/State/Zip Charlotte , NC 28202 Telephone No. (704) 837-8066 ---------------------- Fax No. (888) 804-1783 Email address khristian-rfp@passportinc .com Printed name Khristian Gutierrez Position with company Chief Revenue Officer Authorized signature passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc ■1 1 . 7 TAB 2: NCPAADMINISTRATION AGREEMENT Tab 2 -NCPA Administration Agreement This Administration Agreement is made as of by and between National ("Vendor"). Cooperative Purchasing Alliance ("NCPA") and Passport Labs, Inc. Recitals WHEREAS, Region 14 ESC has entered into a certain Master Agreement dated referenced as Contract Number by and between Region 14 ESC and Vendor, as may be amended from time to time in accordance with the terms thereof (the "Master Agreement"), for the purchase of Integrated Parking Management System; WHEREAS, said Master Agreement provides that any state, city, special district, local government, school district, private K-12 school, technical or vocational school, higher education institution, other government agency or nonprofit organization (hereinafter referred to as "public agency" or collectively, "public agencies") may purchase products and services at the prices indicated in the Master Agreement; WHEREAS, NCPA has the administrative and legal capacity to administer purchases under the Master Agreement to public agencies; WHEREAS, NCPA serves as the administrative agent for Region 14 ESC in connection with other master agreements offered by NCPA WHEREAS, Region 14 ESC desires NCPA to proceed with administration of the Master Agreement; WHEREAS, NCPA and Vendor desire to enter into this Agreement to make available the Master Agreement to public agencies on a national basis; NOW, THEREFORE, in consideration of the payments to be made hereunder and the mutual covenants contained in this Agreement, NCPA and Vendor hereby agree as follows: •General Terms and Conditions i! Passport ► The Master Agreement, attached hereto as Tab 1 and incorporated herein by reference as though fully set forth herein, and the terms and conditions contained therein shall apply to this Agreement except as expressly changed or modified by this Agreement. ► NCPA shall be afforded all of the rights, privileges and indemnifications afforded to Region 14 ESC under the Master Agreement, and such rights, privileges and indemnifications shall accrue and apply with equal effect to NCPA under this Agreement including, but not limited to, the Vendor's obligation to provide appropriate insurance and certain indemnifications to Region 14 ESC. ► Vendor shall perform all duties, responsibilities and obligations required under the Master Agreement in the time and manner specified by the Master Agreement. ► NCPA shall perform all of its duties, responsibilities, and obligations as administrator of purchases under the Master Agreement as set forth herein, and Vendor acknowledges that NCPA shall act in the capacity of administrator of purchases under the Master Agreement. ► With respect to any purchases made by Region 14 ESC or any Public Agency pursuant to the Master Agreement, NCPA (a) shall not be construed as a dealer, re-marketer, representative, partner, or agent of any type of Vendor, Region 14 ESC, or such Public Agency, (b) shall not be obligated, liable or responsible (i) for any orders made by Region passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc ■11. 8 December 8, 2020 December 8, 2020, 05-51 187 188 14 ESC, any Public Agency or any employee of Region 14 ESC or Public Agency under the Ma s ter Agreement, or (ii) for any payments required to be made with res pect to such order, and (c) shall not be oblig ate d, liable or respons ible fo r a ny failure by the Public Agency to (i) comp ly with procedures or requirements of a pplicable law, or (ii) obtain the due authorization and approval necessary to purchase under the Master Agreement. NCPA makes no representatio ns or guaranties with respect to any minimum purchases required to b e made by Region 14 ESC, a ny Public Agency, or any e mployee of Region 14 ESC or Public Agency under thi s Agreement or the Master Agr ee ment. ► The Public Agency participating in the NCPA contract and Vendor may enter in to a separ a te s upplemental agreement to further d e fine the level of service requirements over and above th e minimum defined in thi s contract i.e. invoice requirements, ordering requirem e nts, s peciali ze d delive ry, etc. Any supplemental ag reement developed as a result of th is contract is exclusively between the Public Ag ency and Vendor. NCPA, its agen ts, members and employees shall not be made party to any cl a im for breach of such agreement. • Term of Agreement ► This Agreement shall be in effect so long as the Master Agree ment remains in effect, provided, however, that the obligation to pay all am ounts owed by Vendor to NCPA through the termina tion o f this Agreement a nd all indemni fica tions afforded by Vendo r to NCPA s hall s urv iv e the term of this Agreement. • Fees a nd Reportin g i ! Passport ► The awarded vendor shall electronica ll y pro vide NCPA with a detailed quarterly report s howing the dollar volum e of all sa les under the contract for th e previous quarte r . Reports are du e on the fifteenth (15 th ) day after th e close of th e previous quarter. It is the responsibility of the awarded vendor to collect and compile all sa les under the contract from participating members and submit one (1) report. The report shall inclu de a t least the following information as listed in the example be low: Entity Name Zip Code State POorJob# Sale Amount Total ____ _ ► Each quarter NCPA will invoice the vendor based on the total of sale amount(s) reported. From the invoice the vendor s hall pay to NCPA an a dministrativ e fee ba sed upon the tiered fee sch edule below. Vendor's annual s ales shall be measured on a calendar year basis. Deadline for term of payment will be included in the invoice NCPA provides. Annual Sales Through Contract Administrative Fee 0 -$30,000,000 2% $3 0,000,001 -$50,000,000 1.5 % $50,000,001 + 1% ► Supp li er s hall ma intain a n accounting of all p urch ases ma de by Public Agencies under th e Ma ster Agreement. NCPA a nd Re gio n 14 ESC re serve the right to audit the acco unting for a passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc ■1 1 . 9 Director, Business Development Matthew Mackel PO Box 701273 Houston, TX 77270 December 8, 2020 189 period of four ( 4) years from the date NCPA receives the accounting. In the event of such an audit, the requested materials shall be provided at the location designated by Region 14 ESC or NCPA. In the event such audit reveals an under r eporting of Contract Sales and a resulting underpayment of administrative fees, Vendor shall promptly pay NCPA the amount of such underpayment, together with interest on such amount and sha ll be ob li gated to reimburse NCPA's costs and expenses for such aud it. • General Provisions ► This Agreement supersedes any and all other agreements, either oral or in writing, between the parties hereto w ith respect to the subject matter hereof, and no oth er agreement, statement, or promise relating to the subject matter of this Agreement which is not contained herein shall be valid or binding. ► Awarded vendor agrees to allow NCPA to use their name and logo within webs ite, marketing materials and advertisement. Any use of NCPA name and logo or any form of publicity regarding this contract by awarded vendor must have prior approval from NCPA . ► If a ny action at law or in equity is brought to enforce or inte rpret the provi s ions of this Agreement or to recover any administrative fee and accrued interest, the prevailing party shall be entitled to reasonable attorney's fees and costs in addition to a ny other relief to wh ich such party may be entitled . ► Neither this Agreement nor any rights or obligations hereunder shall be assignable by Vendor without prior written consent of NCPA, provided, however, that the Vendor may, with out such written consent, assign this Agreement and its rights and delegate its ob li gations hereunder in connection w ith the transfer or sale of all or substan tially a ll of its assets or business related to th is Agreement, or in the event of its merger, consolidation, change in co ntro l or sim ilar transaction. Any perm itted assignee sha ll assume a ll assigned obligations of its ass ignor under this Agreement. ► This Agreement an d NCPA's rights and ob li gations hereunder may be assigned at NCPA's sole discretion, to a n existing or newly established legal entity that has the authority and capacity to perform NCPA's obligations hereunder ► All written commun ic ations g iven hereunder shall be delivered to the addresses as set forth below. National Cooperative Purchasing Alliance: Vendor: Passport Labs , Inc . Name: Title: Address: Signature: Date: i ! Passport pass portin c.com rfp@passportinc.com 2020 Passpo rt Labs , Inc Name: Title: Address: Signature : Date: Khrist ian Gutierrez Chief Revenue Officer 128 S Tryon Street Ste 2200 / -"' 11 /10/2020 ■1 1 . 10 190 TAB 3 : VENDOR QUESTIONNAIRE Tab 3 -Vendor Questionnaire Please provide responses to the following question that address your company's operations, organization, structure, and processes for providing products an d services .. ♦ States Covered i! Passport ;, Bidder m ust indicate any and all states where products and services can be offered. ► Please indicate the price co-efficien t or each sta t e if it varies. 5?so States & District of Co l u m bia ( cl cct i n t his box [s equ al to che ki ng all bo xes below) D Al abama □A l as k a OArizona D J\rk ansa D California D Co lorado D Connecticut D Delaware 0 Di stric t of Co lu mb ia 0 Floridr1 D Georgia D Hawaii □Idaho D Illinois D Indi ana Oiow.i D Kansa D Kentucky D Lo 1tisian;i O Ma l ne pass portinc.com ct:o@passportinc com 2020 Passport Labs , In c □Mary l a nd D South C:aro l i na 0 Mas sac hu setts 0 South Dakota D Michiga n 0 Ten nes. ee 0 M[nne sota OTexas D Missis ippi O u cah D Missouri OvertnonL D Mo nta na □V i rgin i a □ ebraska D Washington □ evada 0 West Vi rginia □ ew ll amps hi re Owisconsin □ ew l er ey □Wyomi n g □ ew Mexico □ cw York □ orth Carol ina □ orth Dakot a □Oh i o Ooklaho ma D Ore go n D Pennsy l vania D Rhode Isl and •1 I 11 191 D All US Territories and Outl ying Areas (Se lecting this box is equal to checking all boxes b low) D Amer ican Somoa D Fede ra ted States of Micronesia 0 Guam D Midway Is lands D Northern Ma ri na Islands 0 Puerto Rico 0 U.S . Virgin Islands • Minority and w ·omen Business Enterprise (MWBE) and (HUB) Partitipation ► It is the po licy of some entities parti cipating in NCPA to involve minority and women business enterprises (MWBE) and h is torically underutilized b usinesses (HUBJ in the purchase of goods and services. Respondents shall indicate below whether or not th y are an M/WBE or HUB certified. • Minority/ Wornen Business Enterprise • Respondent Certifies that this firm is a M/WBE D • 1 listorically Underutilized Business • Re s pondent Certifies that this firm is a HUB D • Residency ;,.-Responding Company's principal place orbusiness is in the city of _C_h_a_rl_o_tt_e ___ ~ State of _N_C __ ♦ Felony Conviction Notice , Please Check Applicable Box; D A p11blically held corporation; the refo re, this reporting requirement is 11ot applicable . 0 Is not owned or operated by ;:myone who has been convicted of a felony. D Is owned or operated by the following indivitlual (s) who h as/bav e been cuovictcd ot a felony r If the 3 rd box is checked, a de t iled cxplanat1on of the nam a nd conviction mu st be attached . • Distribution Cha n nel ,. Which best describes your company's position in th e di s t ribution ch a nn el: D Manu.fa turr.r Dir ect D Certified education /government re ·eller 0 Authori zed DLslribut r D Manufactun'.!r marke ti 11 g lhrougli resel le r 0 Va lue-a dded reseller O Other : __________ _ ♦ Processing l nforn1ation i! Passpor t ,. Provide company contact information for the follow ing: • SaJes Reports/ Accounts Payabl e Contact Person : La nce Wer li ng ---------------------- T itle : Director of Revenue Operations Company: Passport Labs , Inc . Ad dress : 128 S Tryon Street, Ste 2200 City: Charlotte Stat : NC Zip : 2=8=2=02=----- Ph one : (704) 837-8066 Email : lance .werling@passportinc.com passportinc.com ifo@oassportinc com 2020 Passport Labs, Inc •1 I _ 12 192 • Pt1rchase Orders Contact Person: Lance Werlfng ----~---------------- T it I e: Director of Reve nue Ope rat ions Company : Passport Labs , Inc . Address : 128 S T ryon St ree t, Ste 2200 City: Charlotte State: NC Zip : =28=2=0=2 __ Phone: (704) 837-8066 Emai l : lance .we rllng@passport inc .com • Sales and Marketing Contact Person: D"'-a=v"""id=--=S'-'-in=g-"'le=ta=ry""---------------- Title: V P of Sa les Company : Passport Labs . Inc . Address : 128 S Tryon Str eet . Ste 2200 City : Charlotte State : NC Zip : _28_2_0_2 __ Phone : (704) 8 79 -2760 Email : Sales@passpo rt inc .com ♦ Pricing l11formati011 i ! Passport In ad dition to the curre nt typical unit p r icing furmshed erein , the Vendor agrees to offer all futu r e product introductions at prices that are proportionate to Conb·act Pricing. • If answer is no, attach a statement de t ai l i ng how pri cing fo r NCPA participants wou l d be cal cu lat d for fu t uTe product intr oductions. r;a' Yes O No ► Pricing submitted includes the r equired NC PA administr ative fee . T he CPA fee is calcu lated based on tl1e invoice p rice t o the custome r . Yes O No ► Vendo r will provide additional discounts for purcha e of a guaranteed quantity. passportinc.com ct:o@oassportinc,com 2020 Passport Labs, Inc Yes D No •1 I 13 193 TAB 4: VENDOR PROFILE Please provide the following information about your company: • Company's official registered name. Passport Labs, Inc. (Passport) • Brief history of your company, including the year it was established. Passport started in 201 0 as a general partnership, and now sits at over 250 employees with constant growth to match its expanding client base. Passport is headquartered in Charlotte, North Carolina with an additional office in Tarrytown, NY. Passport is a t ransportation software company, delivering the operating system that enables cit ies to manage vehicle interacti ons with streets and sidewalks. Passport sets cities in motion, helping to create more livable, equ itable commun it ies . With Passport, City leaders can increase conven ience , efficiency and compliance today and tomorrow. Passport's si mple, yet innovative software and management experience is trusted by cities , univers ities and agencies all across North Amer ica . Passport currently serves over 1,200 clients, is implemented in more than 5,000 locations, has processed over 1.9 billion transactions annually between mobile park i ng sess ions and citation payments, and bri ngs over 30 years of experience in parking management. i ! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 14 194 1,260+ Clie nts Across North America $1.98 Mo bi lity Payme nts Processed Compliant PCI -DSS & SSAE18 Compl iant Passport has been a prov ider in the parking and transportation industry since inception in 2010 . Over the past decade, Passport has adapted its so l utions to meet the changing needs of both its cl ients and the communities they serve . Passport's most extensive experience stems from its mobi le parking payment so l ution which supports some of North Amer ica's l argest cities includ i ng Chicago (ParkChicago), Toronto, ON (Green P), Boston, MA (ParkBoston), Portl and, OR (Parking Kitty), and Austin, TX (Park ATX). As Passport has grown, it has continued to evo lve with the needs and desires of its clients. As such, in an effort to he l p communities so lve tough parking and mobi lity issues, Passport has introduced additiona l product l ines including enforcement/citation management, digita l permitting, and micro-mobi l ity so l utions. Passport has al so introduced the Passport Operating System , which serves as one system that enab les the management of payment for parking across mu ltip le vendors and operators. This empowers cities to better manage their streets and sidewa l ks as they can contro l the ru les, rates and restrict ions for all parklng partners from one database . Passport's experience across its diverse group of clients has fortified its knowl edge base in understanding how cit ies interact amongst many moving parts. Beyond the understanding how to best de l iver the app lications and systems themselves, these thousands of imp l ementations have given Passport and its teams unmatched experience in parking po l icy, payment processing, billing/invoicing, integrated techno l ogy, and executing externa l partnerships on a nationa l leve l. Passport Labs, Inc. is the on ly private ly he ld parking so lutions provider in the industry. Passport is private ly he ld in De laware and is a C-Corporation backed by institutiona l investors Bain Capita l, Grotech Ventures, and MK Capita l. Since 2013, Passport has raised a tota l of $125MM across four equity funding rounds . With that money, Passport has continued to innovate its products and break into new markets and different vertica ls to give cities a so l e-source product for all parking and transportation needs. Passport currently empl oys a team of over 200 peop le, performing all engineering in house, and paving the way for cities to increase convenience, efficiency and comp l iance today and tomorrow. • Comp a ny's Oun & Bra dstreet (O&B) number. 07-225-4770 • Company's organizat io na l chart of those individua ls that wou ld be invo lved in the contract. i ! Passport pass portinc.com ifo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 15 195 All proposed so l utions will be provided in-house by Passport personnel. Be low are organ izationa l charts of those who will be responsib le for the deve l opment and success of the City's mobi l e pay system and the Passporters who will oversee them . SENIOR LEVEL MANAGEMENT Al l projects run through Passport's Sen ior Leadersh i p Team , who u lt i mate ly sign off on all dea ls and act as an interna l contro l for the ir des ignated teams as necessary. With i n the procurement phase , Passport's Chief Revenue Officer, Khr istian Gutierrez oversees all opportun ities and proposa ls. This includes overseeing the Sa l es team and Sa les Execut ives , who l ead the communicat ion and de lega t ion of opportunit ies to the w ider Passport team. Upon award of contract, Passport's lega l team drives contract adm i nistrati on and execut ion and So lutions Engineering, l ed by Michae l Rafferty, w i ll deve l op a comp lete Statement of Work to supp lement the contract. These interna l contro ls ensure all project and env ironment detai ls have been fully refined prior to imp lementation . From contract execution throughout the term of the agreement, the City w ill be primarily supported by Passport's Opera t ions Team and Client Success department. i ! Passpor t passportinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ■ 1 I 16 196 OPERATIONS TEAM With over 30 years of experience and hundreds of clients, Passport's implementation process is comprehensive and has grown tremendously to address the intricate needs of its client base. Passport's Operations team, led by VP of Operations Charl ie Sinnett, includes a number of Passport departments that will be integral to the City's success leading up t o and following system launch . Charlie oversees Passport's dedicated Client Implementation team, that has cultivated an expertise in evaluating a client scope of work and defin ing realistic time lines, taking the time to properly understand, scope and test environments prior to programs going live . This ensures that the launched solution meets both client expectations and can be properly supported and scaled by Passport and its partners . The implementation of the City's system will be driven by the Implementations and Solutions Engineering teams. Passport's experienced Support Team also falls under Operations and will be a City resource for any technical questions or issues regarding products, for both the City as well as its citizens . The Support team is spearheaded by Director of Support Services, Paul Shingledecker, who ultimately ensures cl ient satisfaction and initiates any escalation of issues to the appropriate internal teams for resolution. Implementation Team __ l __ r l l ProJect Managers Implementation Consultants Im plementation Engineers i! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc ChirliC! Sinnett VP Operation~ Solutions Enolnearlng l Michael RaHerly Manager Soluti or,, Eng ,n •erlng l SOl\Jt lons En_gtneors Support Team Paut Sh 1ngle deci,.er Director Suppo--1 Serv1res l Jusltn Gregory ~anager Support S~rVIC(U; End User SuppOll l oahCruzan Manager Suppo11 Eng l neerong I Client Support Client Support Level 1-Z Level 3 ■ 1 I _ 17 197 • Passport has adapted its mobile offering to expand the number of spaces and zones for cities as they grow and evo lve including Chicago, IL; Cincinnati, OH; Cambridge, MA; Portland, ME and more. Passport has also taken steps to future-proof its offerings, preventing cities from needing to reinvest va luab le capita l as it adapts to the ever changing municipal landscape. This includes the deve lopment of Passport's Operating System -which enab l es cities to manage ru l es, rates, and restrictions for the i r parking environment across all vendors and app l ications -- from one consolidated back office . Passport has al so made efforts to design signage that is vendor-neutra l and directs parkers to digitally hosted parking options, eliminating the need to update physica l signage. This capability set has evo lved such that Cities are ab le to enab l e an ecosystem of parking options on top of the Passport Operatl ng System, even those that are not traditiona l parking providers . The ability to innovate for a City and its cltizens has been lowered, in this way, enab l ing cities to invite innovat ion from participants who wou ld otherwi se be incapab l e or unqua lified for traditional municipa l RFPs . This further allows cities to cater to its constituents, increasing equity and access today and tomorrow. En •to End Solution Passport is the on ly mobile payments company to offer top-of-the line platforms across every facet of the parking and transportation industries. In addition to a Mobile Payment for Parking so l ution, Passport has deve l oped Citation Management, Digita l Permitting, and Micro-mobility platforms to so lve the toughest mobility challenges faced by municipa l ities. Because of Passport's experience deve loping these so l utions, it has a better understanding of the nuances of a parking ecosystem and how different pieces of the puzz l e connect for a hol istic so l ution. I n choosing Passport to support mobile payments, enforcement, and permitting needs -the City will be able to seam less ly i ntegrate the data across each platform (e.g enforcement software receiving real-time mobi le session data and real-time active permit records), and also aggregate data from all front-end interfaces into Passport's backend management porta l for ana lysis and reporting . This empowers cities to get the full picture of their parking environment as they imp l ement business practices and policies or introduce different techno l ogies. Conn ctl!d T chnology In addition to its proprietary product offeri ngs listed above, Passport has also cu lt ivated an integration expertise as it grows as a company and expands to meet the needs of its clients ' parking operations. Passport currently has hundreds of l ive integrations with all of the industry's leading providers including meters/pay stations, enforcement software, LPR systems, and other th i rd -party parking techno logies. Passport also uti l izes open Applicat ion Programming Interfaces (AP ls) for easier future integrations with the intent to fully connect its clients' ecosystems . Passport understands that the more connected its clients become, the l ess of a burden managing their ecosystems w ill be as it becomes a tru ly smart environment. obu t Ba Offic i1 Passport pass portinc.com ifo@passportinc,com 2020 Pass p ort La bs, Inc ■ 1 I _ 20 198 Implementing a mobile payment for parking solution is more than just providing a means for parkers to pay, it is providing data and transparency to improve the City's parking operations . In that regard, Passport's solution includes a robust back office management and reporting system that gives the City all the necessary too ls and data to manage the entire parking ecosystem. From the back office, the City will be able to monitor parking activity in rea l time, verify sessions for customer service/enforcement purposes, and run reports to keep a real -time pulse on parking activity/trends and reconcile system revenue. dPay n nr Passport system now comes integrated with payment services, elim i nating the need for third-party gateways and processors. In choosing Passport fo r both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As a full service solution, Passport Payments provides an online portal for program reporting, maintenance, and managing cardholder chargeback requests. Passport Payments also provides cities peace of mind through lower processing costs, system security, enhanced visibility, product support, and overall more stream lined operations . • Describe how your company will market this contract if awarded. Passport has both a dedicated CHent Success Team and robust Sales team comprising over 30 team members. Each of these representatives interact with thousands of clients and prospects each year to renew/retain business, grow business through cross selling new services, and signing up new clients for Passport's offerings. In each of these scenarios, Passport leads the contracting conversations with its existing awards from NCPA to ease the buying process for our clients. Year over year, we have successfully executed numerous agreements under our NCPA award and will continue to do so if fortunate enough to be awarded a contract under this RFP. For our products and services, Passport's award-winning marketing team will work closely with the City to develop campaigns whose sole focus will be to drive app awareness and utilization through signage and strategic marketing initiatives. Passport's market ing team will work closely with the Oty throughout the imp leme ntation process to develop a streamlined marketing plan by gathering key demographics re lated to the City, leveraging its deep understanding of the parking industry, and using its extensive experience in imp lementing and marketing hundreds of clients to formulate a launch strategy that incorporates the City's unique needs and characteristics. Passport will develop content around the implementation that will be utilized in a variety of channels to market to end-users and provide updates to the public that the application is available for use throughout the City. These methods include : i1 Passport • PR • Dig ita l Banners • Print Materials • Social Media Content • Email & Web Content pass portinc.com ifo@passportinc com 2020 Passport La bs, Inc ■ 1 I 2 1 199 Passport's Standard Marketing Package is complimentary for mobile pay clients and includes signage proven to educate users and drive an impactful launch and long-term utilization results. SIGNAGE Signage provided by Passport is designed to be uniform across all involved players in the City's parking environment. This means rather than promoting its own brand or the brand of any specific app, Passport has made signage as simple as possible for the City's parkers. Passport's signage will simply direct parkers to the parkingapp.com website which will show them a list of all applications available to pay for parking within the City. As more and more cities welcome multiple mobile pay vendors into their environments, us i ng this type of signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing different signs across various vendors . Passport continues to study this multi-vendor tren d and is the ZONE first mobile pay provider to proactively create designs that Q Q Q Q support this model. In partnering with Passport now, the City will receive future-proofed signage that can accommodate other ~"" .._ ... I ~ I providers sharing the same space, if the City chooses to take this , .... ,.,--. approach t o park ing in the future. Passport encourages the City to ~ ~ consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applications and more. Passport highly recommends this approach to signage, as this will provide the City with a num ber of advantages: • All parking options are hosted digitally, making it easy to add and remove application options in real -t ime • This digital maintenance never requires physical signage updates • Parkingapp .com is designed and tested to make parki ng simple, fast, and convenient • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, not one specific vendor Passport's approach is to create a marketplace that encourages each player in the City's parking environment to be competitive and drive users to the i r application. While the City will be responsible for own i ng all marketing decisions and choosing how to post desired signage, Passport will provide information on how signage works and how to he lp boost distribution. Passport's marketing team will work closely with the City throughout the imp lementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results . Passport's team will leverage its deep understanding of the parking industry, user preferences, and large-scale marketing execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i1 Passport pass porti nc .co rn ifo@oassaort1nu,gm 2020 Pa ssport La bs, I nc ■1 I 22 200 FrequentlY Allced Questions rmtt_.,,,11 '.IJl,IOlnffu'I\ ~ , ...... ~ tu •-..ppurn lf"'f-!ll t,ll\lfC:1\1411""" ~Mll"flll\\ltwta.iil .. ,.._,..·~-•-..... -.-· P•O ,_,,..,w,. wnf.-• - Ways to pay in "Futureton. us .. zono 12345 .. ...... - .,,. Passport can provide the City with signage best practices, proven to educate users and drive the highest utilization rates. During imp lementation , Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals, as well as the appropriate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transactions by up to 76%: • 1 sign per 10 spaces for parking lot/ga rage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simultaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of information so that the URL and zone number are most prominent. In addition, the typeface was se lected through multiple rounds of end-user testing to ensure it's ADA compliant and is legible from a distance. DIGITAL ADVERTISING Passport will provide the City with digital marketing materials to properly promote the Passport Parking application. The City will be able to immediately drive awareness to the app with the following ready-to-use marketing materials : i! Passport • Passport Parking email marketing content • Social media images for Facebook, Twitter • Stock content to plug into existing City website • Brand packages with logos and icons for promotional use • Passport Parking How-To YouTube video pass porti nc.co m rfo@passportlnc com 2020 Pa ss port Labs, In c ■1 I 23 201 TRADITIONAL ADVERTISING Passport will also reach parkers through traditional advertising, such as how-to flyers and app benefit posters. Passport can place local newspaper and magazine ads as well, but studies show that digital advertising is a better channel to reach early adopters of a mobile application, so any print advertising w ill be at an additional charge. Passport has also developed specific marketing strategies that include handing out free promotional swag, hats, lanyards, koozies, running local events, and more should the City be interested i n negotiating any of these types of add-ons to the standard package . • Describe how you intend to introduce NCPA to your company. To continue to support NCPA, Passport will create a custom landing page just for NCPA Region 14 Education Services Center affiliates. From this page, any City loo king to implement the mobile payment for parking application will have full access to Passport's product portfolio, in cluding case studies, documentation, and training materials. Cities will also be able to schedule demos with Passport's sales team to learn more about the product and how it can be configured for their City. Additionally, Passport can host multiple webinars on its product and partnership with NCPA and can also send out mailers and case studies to all NCPA Region 14 Education Services Center members. • Describe your firm's capabilities and functionality of your on-line catalog / ordering website. Passports Mobile Payment for Parking solution is available in two formats --base app and private label app . Passport pioneered the original private label application in the parking industry and can provide the City with a custom, branded app, however, this is a premium product with correspondingly high price tag. Passport recommends and finds its app best implemented in its standard, base format, as this allows for a smoother and quicker launch of the product and a more scalable solution as the City grows and innovates . The Passport Park ing base mobile app maintains the same loo k and feel across all cities, and is already used across thousands of locations nationwide, so many people in the community will likely already have the app downloaded and be familiar with i~s use, increas ing comp lian c;e and utilization . Regardless of app choice, all information related to the business rules and parking environment (e.g. zones, rates, ru les , restrictions) will be configured to meet the City's needs . From Passpo rt's website <www.passportjnc,com }. any potential client can obta i n informati o n on Passport's base model product offering. If a City within Region 14 wishes to purchase Passport's product, or learn more details about how Passport's product can work in their city, interestested parties can easily schedule a demo from the website or contact Passport's sales team directly {sales@passportjnc,com }. The Sales team will provide a walkthrough of the sales process and can send a contract over to the City the same day, if desirable. During the contracting phase, Passport has a Solutions Engineering team specifically dedicated to making sure the City environment is properly understoo d and both Passport and Client expectations are appropriately set. Once a contract is signed, the City will be assigned a Project Manager and Implementation Consultant who will begin to imp lement the product i1 Passport pass porti nc .co rn r;fp@passaort1nc rom 2020 Pa ssport La bs, I nc •1 I 24 202 "In a word, [the implementation process was] phenomenal ... / knew [our timeline] was going to be aggressive ... the result was nothing short of fantastic. Major kudos to the [Passport] implementation team . We had weekly calls, there was constant communication... Really, above and beyond customer service." -Michael Manzella, Transportation Manager, Asbury Park, NJ (contract signed under NCPA partnership) • Describe your company's Customer Service Department (hours of operation, number of service centers, etc.) The first and foremost of Passport's five foundational pillars is: People First. In choosing Passport, the City will be choosing not only a Mobile Parking Payment Services vendor, but a partner fully invested in the City's success. Passport has built its businesses by providing exceptional client support with a proactive dedication to the success of its client's parking programs. Customer Service and Client Success are core pieces of Passport's DNA and are detailed below. CLIENT SUCCESS The City will be afforded the ongoing support of Passport's Client Success (CS) team. Passport has grown an entire Client Success department dedicated to maintaining its many valued partnerships and ensuring client satisfaction across the board. The Client Success team sits at the apex of marketing, sales, professional services, training, and support, and will serve as the main point of contact for any feedback, questions, or concerns regarding Passport's product(s). Throughout the imp lementation process, the team will work with the City to gain a thorough understanding of goals and initiatives. This, in combination with extensive support experience and industry knowledge will enable CS team members to analyze aggregated data, identify trends, and provide insight into the current status of the system to provide recommendations on how to adjust in order to meet established City's goals and initiatives. These recommendations will include suggested product expansions, system optimizations, and upcoming product updates. Passport's Client Success team is dedicated to monitoring client performance and consulting with the City, as appropriate, on best practices and opportunities for increased operational efficiency. The Client Success team focuses on the following objectives at a regular cadence to conduct quality assurance on client accounts : • To learn and to ensure alignment on business objectives • To continue building on joint success • To keep clients informed on all the latest and greatest at Passport • To explore opportunities for optimized performance • To ensure Passport is meeting City expectations "Passport has been spectacular. I can give so many examples of cooperation, responsiveness, and pannership. The entire client success team has been wo_nderfu/ to work with. We recently went through an issue with one of our tenants, and Passport maintained a constant presence that kept the solution moving forward. It's a positive, constructive and collaborative relationship," -Susan Cyran, Senior Property Manager, Boston Properties, Reston Town Center i1 Passport pass porti nc .co rn rfp@passaort1nc com 2020 Pa ssp ort La bs, I nc ■1 I 26 203 PRODUCT SUPPORT Passport's Product Support Team will be respons i ble for all of the City's technical support issues. Product Support Special ists ("PSS ") can be reached v ia email or phone and will be a technical resource to the City, as they are trained to triage and troubleshoot any technical issues , includ i ng closely monitoring the App Server Log for any bug reports. They will also ensure rtems are forwarded and escalated to relevant Passport teams as appropriate. The City w i ll receive clear communicat ion from the PSS, explaining the problem and what has been done to both fix the issues and prevent it from happening again . Breakdowns of critical functions w ill be addressed immediately, determining the cause , and i mplementing a solution as qu ickly as possible. Noncritical issues w i ll be logged in Passport's internal issue tracking system , JIRA, and fixed in the order received . Once a support t icket is subm itted, its acceptance is immediately acknowledged . A support case is then opened and the issue will be assessed according to impact and urgency to determ i ne the case priority. Breakdowns of critical functions will be addressed immediately, determining the cause, and implementing a solution as qu ickly as possible. All issues will be logged in Passport's internal issue tracking system and fixed according to priority and severity. Client Support: Monday-Friday 8AM -7PM EST Phone: (980) 939-0990 Email : heip@pas:sporti nc.com Critical issue support is available after hours via answering service phone : (866) 815-3043 PARKER SUPPORT From an end user service perspective, Passport Parking provides unlimited access to parking history and account specifics through the Account page with i n the application. Customer Support is available 24/7 via the i n-app Support screen. Here, parkers can access an FAQ page where they can beg in typing a question or key wo r d which will provide helpful information regarding the technology and its functionality. Support also includes a contact feature that allows parkers to subm it questions or describe their issues, automatically opening a ticket with the support team . Parker Support: Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email : support@passportinc.com Cr itical issue after hours support for end users is available at (866) 867-5881 • Green Initiatives i1 Passport o As our business grows, we want to make sure we minimize our impact on the Earth's climate. We are taking every step we can to implement innovative and responsible environmental practices throughout NCPA to reduce our carbon footprint, reduce waste, energy conservation, ensure efficient computing and much more. To that effort we ask respondents to provide their companies environmental policy and/or green initiative. Passport's solu t ion is a cloud-hosted Saas product, which requires no hardware or infrastructure to function properly. In implementing a digitally hosted solution, it reduces the physical components or manpower associated with more trad it ional pass p ortinc.corn ifo@passport1nc mro 2020 Passport Labs, Inc ■1 I 27 204 solutions, such as mete r s or pay stat ions. Wh ile these options may not appear to have an environmental impact at first glance , there are several components that impact a carbon footprint including regular trips to the meters (maintenance, cash removals/reloads , receipt restocks), printed paper receipts , and eventually defunct equipment contributing to overall waste . As Passport 's mobile app is 100% digital, all portions of the solution can be accessed via existing hardware (smartphones for end users and internet-connected devices for City staff), all transactions are processed in t he cloud , and all rece fpts are delivered via email. Passport's mobile solution i s a sustainable option for cities and their parkers to use that limi t s the need for physical infrastructure and ultimately reduces environmental impact, wh ile sti ll del ivering a best-i n-class solution. Additionally, Passport ls committed to improving the world we live in . As such , it incorporates env i ronmentally safe practices into its daily operations . Passport maintains a recycl i ng program of office paper, hard and soft plast ic, glass containers, cardboard boxes , and aluminum cans. • Vendor Certifications (if applicable) i1 Passport o Provide a copy of all current licenses, registrations and certifications issued by federal, state and local agencies, and any other licenses, registrations or certifications from any other governmental entity with jurisdiction , allowing respondent to perform the covered services including, but not limited to, licenses, registrations. or certifications. Certifications can include M/WBE , HUB, and manufacturer certifications for sales and service. Please see the following pages for Passport's certif ications . pass p ortinc.corn ifo@oassaort1nu,gm 2020 Passport Labs , I nc ■1 I 28 205 i ! Passport PC/ COMPLIANCE CERTIFICATE PAYMENT CARD INDUSTRY DATA SECURITY STANDARD c.oMPLIAIVcE' --CERTIFICATE -- Th is is to ce rt ify tha t A -LIGN has validated Passport Pa r king compliance with the Payment Card Industry Data Security Standard ("PCI DSS ") 3 .2.1 for Level 1 Service Provi der. On-site testing was performed in accordance with t he gu idance provided by the Payment Card Industry Sec urity Standards Council (uPC I SSC") to determine that payment card data stored, processed or transmitted by Passport Parking was secured i n accordance with the requirements of PCI DSS. RO C DATE: 06 September 2020 AOC DATE: 06 September 2020 C tditto1 of U PCIDSS Issued by: ~ ~ Presiden t, A-LIGN • Th t;vf111"iQ1 1 o e\iid41~ofY'ltlfkp..~~ t>fA UGN ~ 111 «iitt,l"i l•holdl,r-~nd.,..~not todbyor roq1.n odbytM, PO SSC. • Tnr, QtffifiQlt IS'°'" '"'°"'""'IOl'II I p.,ma, .. on~ w,d OMtf\01 , .. ,,,,.°' ct .ulxti 4 PCI SSC ~Md \1111 idot~r, l'locu,.....~h 11ud-, ., tf•• Att l&tint"I ,of Co,,,p llf\1;9 oq 111\d tM ROFM on Cc,,npl.lna, IRPQ. • l'Ns cen1f1c:a ti' ~ lswed •t J mt,n bmt! •nddod not g,..i.r5ntv1r or repre;.er t 1uwrec.ompl13n~ 'Mth th. PCI OSS or l ~ se..:uniy ofpaymiffit CMtt data. •Tt'Qc.111fte. not...,_., 1nto,gua11 t •Wlf'!Vp,1rtyth,61 1twc11tt,flui1•hoki•t 1l 1101~tbl~touM1;-.br1u!11.:h1M1 m~lm 1 :t«urity.conf:<f U!i ~ty ln18'9nty of 1he pttym"nt mrd dnu, ~ wch, A UGN "",I, no, be r lo to ,ny p,r-t'( In th~ nt of n brf!kn passportinc.com rfp@passportinc com 2020 Passport Labs , Inc •1 I 29 206 ~ A ·LIGN INDEPENDENT SERVICE AUDITOR 'S REPORT To Passport Parking: Sc:ope We have examined Passport Park ing 's 'Passport ' or 'th e Company') descrip tion of its Mobile Pay Transaction Serv ices System for processing user en t ities' t ansact lons entitled "Description of Passport Parking 's Mobile Pay Tr ansaction Servi es System ' throughout the period Dece mbe r ,. 2018 to November 30. 20 19, (description) and the suitability or the design and ope rating effecli ·eness of Passport's con trols included in the description to ach iev e the re lated control objectives stated In the description , based on the criteria id ent ified n "Asserti on ot Pa ssport Parking's Managemen t' (assertion). Passport u es AWS for clo ud hos ti g services . The description includes only the control object ives an d re lated controls of Passpor1 and exclud e the contro l objectives and rela ted controls of the subservice organ ization . The description also ind icates tha t certain con trol obj ectives specified by Passport can be achieved on ly i f complemen tary subservice organization controls ass umed in the desig n of Passport a re suitab ly designed and operating effectively, along with the related co ntro ls at Passport . Ou r examinat ion did not extend to controls of the subserv,ce organiza tion , and we have not eva luated the su itability of the design or operating effe cti veness of such complementary subserv1ce organ iza tion con trols . Th e descripbon in dicates tha t certa in con tro l objectives specified in the descript ion ca n be achieved on ly iF compleme nt ,;1ry user entity controls contemplated in the design of Passport's controls are suitably designed and operating effect ive ly, along wiU1 related controls al the service orga ni zation. Our examinallon did not extend to such complementary user entity controls , and we have not eva tuare d rhe s uitabi lity of th e design and operating effectiveness of such compleme tary user entity controls . Servic e Organization 's Responslblfities In Sect ion 1 of this report , Pa ss port has provided the ir assertion about che fairn ess of the presentation of the description and suitab il ity of the desig n and operati ng effectiveness of the controls to achieve the related conlrol objectives slated in 1he descrip ti on . Pa ssport is r espo nsible for prepari ng the descriplion and th eir assertiOJi. inctud i!'lg the completeness, acc uracy , and method of preser'lta tion of the description and tie asserti on, provid in g the services cove red by the description, specifyin g the con tro l obj ectives and stating them in the descri ption , id ent ifyin g lhe risks that threaten the ac hieveme nt of th e con trol objectiv es , se lectin g th e criteria. and des ign ing , Implementing, and documenting con tro ls i o achieve the re lated con trol obiectives staled ,n lh e de sc rip ti on . Serv/oe Auditor's Responsibilities O r respons ibili ty ls to express an opin io n on the fai rness of the presenta tio n of the description and on t he sultab iltty of lhe desig n and operat ing effectiv eness of lhe control s lo achieve the re lated contro l objectives stated in the descrip tio n , based on our examination . We conduc1ed ou r W<aminatlon in accordance with alt.estation standards established by lh e Amer ican Institute or Certlfied Pub li c Accoun tants . T hose st andards require that we plan and perform our exami nation to obtai n reas onab le ass urance about whet her, 111 all materia l respectS , based on the crite ria in ma nageme;nt 's assertion , the de criptio 1s fa irly presented and the controls we re s unably design ed and opera Ung effecti vely to ach ieve lhe related contro l obj ectives sta led in lhe descrip1 1o n througho ut lhe period December 1, 2018 to Nove mbe r 30 , 2019 . We believe tha t lh e ev idence we obtained is sufficient and ap propriate to provide a reasonable bas is for our opinion . Proprietary and Confidential i ! Passpor t passportinc.com ifo@passportinc com 2020 Passport Labs, Inc SSAE 18 I s ■ 1 I 30 207 An exam ination of a description of a service organization 's system and the suitab ili ty of t he design and opera ting eflediveness of cont Is involves: • perfo rming procedu res lo obtain evidence abou t the fairness of the presentation of th e descript ion and the suitabili ty of ths design and operating effectiveness of those controls to achieve t he related contro l objectives slated in the description , based on the criteria in management's assertion . • asse sin g the ri ks th I the d scription is n t fai rly pre ented and ttial tl'le controls we re not s11itably designed or operating effective ly to achieve the related control objectives slated i th description . • tes ting the operating effect iveness of those contro ls that management considers necessary lo provide reaso nable assurance that lhe related control objectives staled In the descripllo were ach ieved . • evaluating the overall presenta tion of the description and th e su itab1lIty of the control object ives stated there in, and ttie sul1ability of the criteria specified by the service organ ization in their assertion . Inherent Limitations The description is prepared to meet the common needs of a broad range of user entiiies ::in d their auditors who aud it and report on user entities · financial statements, and may not , therefore , include every aspect of the system tnat each in dividua l user en ti ty may cons ide r important i its own parti ular environmenL Because of their nature, controls at a service organ ization may not prevent . or detect and correct , all errors or om IssIons in processmg or report,ng transactions , Also , the proi ection lo the future of any evaluation or the fairness o th presentation of the description , or conclusions about the suitabili ty of the design or opera ng effectiveness of the controls to achieve the related contro l objectives , is subject lo the risk that controls al a service organ ization may become i nadequate.or fail. De,;criplion of Tests of Controls The specific co ntrols teste d, and the nat re , timl ng, and results of those tests ate llst Ad in Section 4. Op inion In our opinion. in all material respects . based on lhe critena described 111 Passport's assertion, a, th e description fair ly presents the Mob il e Pay Transacti on Services System tha t was designed and imp lemented throughout the period December 1, 20 18 lo Novembe r 30 , 2019 . b. the controls related to the con trol objectives stated In th e description were suitably designed lo provide reasonable assu rance tha t the control obj ect ives wou ld be ach ieved if 1he controls operated effectively throughout the period December 1. 2018 lo Nov embe r 30 . 2019 and subserv ice organ izations and user en ti ties applied the comp lemen tary user entity controls contemplated in the design or Passport's controls throughout the period December 1. 20 18 to Novem be r 30 , 2019 . c. the contro ls operated effec1Ively to prov ide re asonable assurance that the control obj ect ives stated In u·,e de scription were ach ieved thro ugho ut the period December 1, 2018 10 Novem ber 30 , 20 19, if complemen ta ry subservice orgarnzation and use r en ti ty controls assume in t e deslgn of Passport's controls operated effectively throug hout the period December 1. 2018 to No11 ernbe r 30 , 2019. Proprietary and Confi dentiEI i! Passport passportinc.com r[o@passportinc com 2020 Passport Labs, Inc ■1 I 31 208 Restricted Use Th is report , Includ ing th e descripti on of test s of controls and re sults thereof In Sect ion 4 Is Intended so lely for the informa tion and use of Passport , user entities of Passport's Mobile Pay Transactio n Services System durin g some or all of the period De cember 1 , 2018 to November 30 , 2019 and the independe nt audito s of such use r entities . Who have a suffic ient unde rsta nd ing to consider it, along wi th o\her Information includ in g information about con tro ls implemented by user entities themse lves , whe assessing the r isks of material misstatements or user entit ies' financial statements . This report Is not inte nded to be and should not be used by anyone other th an these specified parties , Fe bruary 7 , 2020 Ta mpa , Florida PrQP<iet.ary and Confidentiol i! Passport pass portinc.com rt:o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I _ 32 209 TAB 5: PRODUCTS A D SERVICES As Passport's software and services are alwavs evolvinf[ the exact desif[n, naminf[ conventions, functionality, and support structure (as examples) may vary from what is described below at the time of service delivery. "To ensure our clients receive the latest product of(erinf[ and a superior client experience, this proposal shall expire 6 months from the bid submittal date unless otherwise extended or updated by Passport in writinll or noted by the client in the RFP" If awarded the bid, Passport will work with the City to develop a detailed Scope of Work (SOW) document which will capture a/f of the requisite services and functionality needed. This SOW will be attached and incorporated into the contract and will serve as the mutually aweed upon source of in and out of scope contract deliverables. Since the discovery session with the City may uncover additional needs or novel workf/ows possible with Passport's techno/oJN that are not contemplated or requested in the RFP, the SOW and mutually agreed upon contract terms will take precedence over the RFP and Passport's response . This proposal is conditioned upon af[reement to mutually negotiated contract terms and includes our list of exceptions/modifications. Respondents shall perform and provide these products and/or services under the terms of this agreement. The supplier shall assist the end user with making a determination of their individual needs. The following is a list of suggested (but not limited to) categories. List all categories along with manufacturer that you are responding with: • • Payment Options -The mobile payment for parking system must have the following payment options: o Mobile payment system (IVR) Comp ly. Passport can provide an IVR solution to accept payments via phone call, however, Passport discourages the use of IVR, as it has found that it is a historically underutilized (less than 1 % of all parking sessions), cost-ineffective payment option. Should the City opt to move forward with IVR, it will be the City's responsibility to procure the toll-free phone number, and any costs incurred for minutes will be automatically billed to the City. Passport will program the City-procured phone line with its IVR call-tree to prompt callers to initiate and pay for parking. o Pay by mobile application Co~ply. o Pay by web Comp ly Mobile payment for parking system (IVR) -The vendor must provide an IVR system with the following requirements: o Users can call a toll free or local number. Comp ly . o The system recognizes the user (account) based on the incoming number. Comp ly o One account can be associated with multiple landline or cellular phone numbers. Non -Comply A phone number is an identifying characteristic for an account and as such, multiple phone numbers cannot be on one account. o The IVR system must recognize user inputs by touch tones and speech. Part1a -Comp ly The system is ab le to use inputs via touch tones . o The IVR system must have menu options and dialog, including: ■ Begin parking • One account can hold multiple vehicles (license plate numbers). The system must allow the user to choose a vehicle if multiple vehicles are on the account. Co p ly ■ Extend parking-The system must have the ability to restrict extensions that are beyond the maximum length of stay. The system must have the ability to reject purchases on the same block for a set amount of time after a maximum purchase. Comp ly, ■ Sign up as a new user. Comp ly. i ! Passport pass porti n c.co m rfo@passportinccom 2020 Pa ss port La bs, Inc ■ 1 I _ 3 3 210 i ! Passport o If a user selects the opti on to beg i n parki ng, the system must ■ Prompt for a meter/block/zone ID. Corr ply ■ Query the parking system Inventory to confirm that parking is permitted at the current time. Corrip ly ■ Pr ompt for the time to park -The system must have the ability to impose a minimum time purchase. The system must have the ability to restrict purchases to increments of time. The system must reject an entry greater than the length of stay. Comp ly ■ Confirm that the purchase is complete. Comp ly ■ Prompt whether to r emind the user that the parking session is set to expire with an automated SMS or email. Nor1 -Co ,,ply. ■ Prompt for the number of minutes before the expiration to send the reminder.Non -CoMp ly o If a user selects the option to extend parking, the system must: ■ Verify that there is a currently active parking session . NIA ■ Prompt for the time to extend. N,A ■ Confirm that the extension is complete. NIA *Please see IVR Diagr am on ne xt page ... pass portinc.com r(o@passooctloc com 2020 Passport Labs, Inc ■ 1 I _ 34 211 I or security purposes, we need you to enter a 4,dig1l Pl to accegs your account . To crea te your PIN, enter your 4dig,ts now. New Parker Calls Wolcome to P.issport l You muct be calling with • cellphone that receive.s text messages to use this service. If you have an iPhone or Android, hangup now and use the Passport Parking App . Otherw ise, stay on th e line. You entered 1234 • Press 1 10 confirm 1234 Pres 2 to create a diffe,.ml PIN • Press Oto speak with an attendant • Press 9 to repeat lhis menu 1 Parking Shortouts: Press l to use Crodlt/Doblt Card 1 2 • Prass 1 to stay unti l XX hours Procs 2 to on tor tho length of your stay Press• to cancel 1 .. Press 1 to confirm • Press 2 to start over • Press O o speak w i th an attendant • Press 9 o r peat this menu You entered zone code 101 : you chose to stay until 4 :45PM, Tuesday. Your parking fee will be $3.75 . Your con11enience fee will be $0.06. Your lotal parking fee will be $3.81 . • Press 1 lo confi rm Press 2 to start over 1 Transaction Complete z ......... 0 1 Enter Debit/Cred it Card Number Enter Exp1rtat1on Month Enter Exp i ration Year ► Pros 11 you receive d a c1 atlon ► Press 2 if you have questions about the zone number ► Press 3 if vou have questions about using the system ► Press 4 if you are eKperiencing technical difficul ties i! Passport pass portinc.com rfp@passportinc,com 2020 Pa ssp ort Labs, Inc To begin, enter the Zone Number followed by the •'I" key 123 AB C, 101 Enter Lhe License Number fo llowed by t he "#" key Change ntry •1 I 35 212 • Pay by Mobile Application -The vendor must provide smart phone applications with the following requirements: i1 Passport o Mobile applications need to support existing and new Android, 10S, BlackBerry and Windows Mobile 7 versions, in addition to a browser version. Alter at1 ely Con ply Customers can also create an account over the internet through Passport's companion website, for users w ith alternative platforms to iOS or Android, or who do not wish to use an app. The site is mobile-opt imized and mimics the same look and feel of the app, for customer convenience. o Applications can be downloaded from the Android Marketplace or Apple Store, or equivalent. Cr mp ly o Applications can be downloaded or redirected from the vendor's website. Corri ply o Applications can be downloaded or redirected from NCPA's website. arnp l _ o When a user launches the application, it must: ■ Prompt for the username and password (for registered users). The application must have the ability to save the username and password to expedite future log ins. omp ly. ■ Provide an interface to sign up as a new user. Con1ply o Upon logging in, the application must have the following options, with identical functionality to that of the IVR system: ■ Begin parking via GPS, QR Code, NFC or manual entry. Non -Co n ply Passport does not support the use of QR codes, however, it provides a number of ways for customers to quickly and easily identify parking locations including Nearby zones, Recent zones, and manual entry. Recent zones will display the user's last two distinct zones based on their parking history. Nearby zones will appear when the user is within 5 miles of City zones based on the latitude/longitude coordinates configured on the back end. Users will be notified to enable location services to take advantage of this time-saving feature. Historically, Passport has found that the functionality associated with scan/tap park i ng signs has the potential to turn into negative publicity as individuals alter the static scan/tap codes to present something much more nefarious than originally intended by the City . Additionally, by the time an individual gets close enough to the sign to scan/tap, the benefit of being able to pay from anywhere is lost. With that said , Passport is open to the use of scan/tap parking signs within an environment and would encourage the City to have a universal scan/tap that can be used by any provider in the market, should the City choose to use this functional ity. This is vitally important if the City is offering multiple applications within its environment to be managed by a single source . By including a universal scan/tap, it will allow for any mobile payments provider to offer the functionality/build to the universal specification defined by the system operator/City. Therefore, the market (individual parkers) would be able to decide whether this is an important functionality or not, based on whether they are using mobile payment providers that offer the functionality versus those that do not. As a software-only solution , there is no hardware that requires NFC-enablement, therefore, a cell phone is not required to be within range in pass portinc.com rfo@passportinc com 2020 Passport Labs, Inc ■1 I 36 213 order for the system to work. However, Passport Parking is GPS-enabled, so when using the app, it will automatically show the customer's location relat ive to zones nearby, along with rate i nfo . The app offers a "Nearby Zones" feature, wh ich will display zone shortcuts for entry based on location (the City must provide latitudes/long itudes for each zone). With GPS abilities and proven signage practices, customers will be able to effectively identify zones for a quick and easy start to parking session(s). ■ Extend parking. Comp ly ■ Check account balance. Comp ly ■ Recharge account with credit card on file. Corr pl . o In addition, the application must also have the following functionality: ■ Manage account: Add, remove, or edit a credit card. Part ial ly Comp ly For secur ity purposes, only a 4-digit card tail will be vis i ble and customers will not be able to edit a cred it card number on file , but will be able to add and remove credit cards from the i r app account at any time . ■ Manage account: Add, remove, or edit a vehicle. Com pl . ■ Manage account: Select a primary vehicle. Al ternau ,el y Comp ly. While Passport's system does not have a specific "default" veh icle opti on, there are several features that make vehicle select ion eas i er. If a customer has multiple veh icles on file, each option w i ll be displayed in a scrollable menu at the bottom of the app screen for easy navigation . Each vehicle can be g iven a nickname (e .g. Bob's Honda), so that customers can eas i ly select thei r preferred veh icle f rom the account listing. The system does require the user to select which "saved" vehicle each time they park to avoid rel iance on what could be old information and the potential of getting a ticket based on a user error. ■ Manage account : Add funds to the account from a credit card. Comp ly ■ Transaction history showing all paid parking sessions by: Date and time, Duration, Rate, Total amount, Payment method, License plate number, Meter/block/zone ID . Com ly. o For new or extended parking sessions, the application must: ■ Remind the customer that the session is about to expire with a push notification on the phone. The user must be able to turn this feature on or off. Comp ly. o The application must have Industry-level standards to encrypt and secure credit card and other personal data. Comp ly Passport will provide a mobile park i ng applicat ion that enables people to easily pay for and extend parking sessions for the City. This native applica ti on will be ava i lable for free download from the Apple and Google Play st ores. To account for those parkers who do not own an Android or Apple dev ice , the Passport Parking app is also ava ilable t hrough a mobile-opti mized companion site, www.passportparking .com , which provides the same user experience and is accessible via any internet-connected device. i ! Passpor t passportinc.com rfo@passportinccom 2020 Passport Labs, Inc ■ 1 I _ 37 214 Pa r kers can create an account and start a sess ion through the app i n less than 1 minute . ... ... H tory Get d -• •••n ,., . n .... :n ._.,_ :2J .,.,_ 2, ....... .. a • 211 ..,,_ • 0 23 , "" • • 23 -- Easy account creation & quick log In LPN & space .based environments supported Powerful rate engine to manage rates, rules & regulations Credit card , w llet & unbanked payment options Account management, easy session extensions & e-recelpts •u Passport Parking User Experience REGISTRATION & LOGIN To get started, a parker w il l download the app for free from the App l e or Goog l e Play store and create login credent ial s. Fi rst, the parker will confirm the i r identity by en t ering eit her the i r emai l o r phone number to rece ive a 6-digit confi r mation code . Once their identity has been confirmed, they will remain logged in each time they go to use the app for convenient future use. If the parker wishes to log out, they may at any t i me . ..,._ ... ·-4 I ,.._ Get Started G et Started .,.,.__..,,.._, ,w,...,,..000..,21 . .,. ·•I .. _,. ·- .. 3 4 6 7 8 9 a 0 INITIATE SESSION i! Passport passportinc.com cfp@passportinc,com 2020 Passport Labs, Inc - 1 2 3 4 2 4 5 7 8 0 0 n .. • I \!I \ • • • • • 1 2 3 4 5 6 3 3 6 4 6 9 7 8 9 a 0 •1 I _ 38 215 Add Payment New parking sessions begin with entering the zone, entering in either a vehicle LPN or a parking space number (depending on whether the City operates in an LPN -based or space-based environment), se l ecting a time, and then confirming their session and payment detai ls. Passport optimizes its user flow with shortcuts at each step, stream l ining the user experience for the parker. This has made Passport Parking one of the most high ly utilized app l ications in the market, which saves the City from extensive wear and tear on its machines. In a space-based environment, once the zone is se lected, the parker will enter their space number. Passport wi ll ensure that this number is clear ly marked on a deca l " .. .... affixed to each parking meter or on the ground in front of the space. As the parker enters each digit of the space number, the app will uti lize a dynamic function to remove unavailab le spaces . !Hll OUll The parker can either se l ect from common session durations, such as minimum or maximum, or can specify a specific duration as configured by the City. If there are changes to the parking rates tied to specific times of day or the number of hours parked, these will be clearly defined for the parker above the time se l ection options. -...... • ..,,_ ~WERT~ .U I ~ P .• s· ,!l F G 1-J; i< 1. PAYMENT METHODS When starting their first parking session (not at account creation), the parker will be required to enter payment information. To enter a new credit card, the parker will input the card number, expiration date, CW, and zip code. ♦ ;:; J C .'1 . ti N M <iJ !.• ..... Passport's availab le payment options are all major credit cards (Visa, MasterCard, Discover, AMEX, etc.) and credit-card issuer backed debit cards (i.e. the Visa/MasterCard logo is present on the card). All parkers will be required to confirm their payment when starting a session. The acceptance of payment through App l e Wallet, and Goog le Pay are all payment options definitively included on Passport's product road map, schedu led for re lease by the end of 2020. The confirmation page clear ly outl ines the zone, space number, vehicle parked, start time, end time, parking fee, convenience fee, and payment method. When the parker .. , .. --- confirms the detai ls, the payment method will be authorized by the gateway. Pre-loaded, Clos d Loop Woll s l lf.. l .a..tii) Passport's mobile so lution can be configured with a pre loaded, closed-loop wallet, enab l ing customers to easi ly create and manage a digita l wallet directly from the application, to be used among other avai lab le payment methods. Many clients have utilized this feature to minimize physica l interactions for payments and transition toward a digita l so l ution that is easier to fund and manage. This wallet allows customers to pre-load a l arger sum of money onto their account, which will then be debited each time the parker pays for a transaction via mobile wallet. When customers use this option, i! Passport pass porti nc.com rfQ@passportinc com 2020 Pa ss port Lab s, In c ■ 1 I 3 9 216 the City will receive the full value added to the customer's wallet the moment it Is purchased, regardless of when they use it to park. The digital wallet ls dually advantageous as it saves the City money on merchant processing fees and it allows the customer to avoid multiple small charges for parking sessions as the full value of the wallet is authorized at once upon re-load, as opposed to each individual subsequent transaction . City administrators can create and manage wallet offers in the back office. Wallet offers can be set up with City-specific configurations such as preset wallet amount requirements, minimum recharge amount requirements , auto-reload capabilities, and other settings. Once the wallet is created, customers will be able to purchase a wallet to use for parking sessions . PAYMENT CONFIRMATION All customers will be required to confirm their payment when starting a session. The confirmation page clearly outlines the zone, space number (if applicable), vehicle parked, start time, end time, parking fee, convenience fee, and payment method . When the parker confirms the details, the payment method will be authorized by the gateway. Any payment method that is incorrect, fraudulent, or has insufficient funding will be denied and the customer will receive a notification that payment was not confirmed and the "Active Session" screen will not appear on the app . After a session is completed, they will receive an email receipt detailing their session. All previous parking sessions will be accessible from the History screen within the app. All receipts can be accessed at any time, with the option to resend via email as needed. NOTIFICATIONS & EXTENSIONS Once the parker has started their session, an Active Session tile will show on the app 's main screen which shows the zone , session end time, and other key details about the session. As the session nears its end time, parkers will receive a notification from the app reminding them that their session ends soon. Depending on the City's preferences, parkers can be given the option to remote ly extend their time upon notification of nearing session expiration. Limits can be set on extensions by the City to help increase overall parking compliance , encourage parking turnover, and ensure customers are not abus ing this convenience. Passport's app does not charge the customer's credit/debit card until the end of the sess ion, meaning that extending a parking session only incurs a single charge for the parker and a single merchant processing fee for the City. UTILIZATION SUCCESS STORIES Below are some examples of the success of Passport's mobile app, which has been implemented in thousands of locations nationwide and has experienced h igh app utilization rates. The City of White Plains, NY, with the help of Passport's marketing expertise and exceptional customer support, went from 7.3% utilization with their former provider, to 45% utilization using Passport Parking, within 1 ,5 years of the switch. Passport also he lped the City of Savannah , GA transition from physical meters to a mobile solution, resulting in $200k processed in mobile sessions across 60k app sessions on a monthly basis in 20 19 . Fina lly, the City of Gainesv i lle, Fl, in partnership with Passport, experienced seven times the amount of mobile transactions and over eight times the value in mobile app revenue within the first six months of switching to Passport's solution. Passport is happy to provide additional case studies on the success of its products and services and is confident that the City will reap the same benefits . USER & COMMUNITY ADOPTION i1 Passport pass porti n c.corn ifo@passoort1 nc, rom 2020 Pa ssport La bs, I nc •1 I 40 217 Paid parking is critica l to create turn over, which he l ps businesses thrive, but residents who frequent these l oca l businesses often voice the ir concerns about frequent ly overpaying to support these businesses. Passport Parking allows l oca l merchants to va l idate their customers' parking sess ions using discount codes . This creates a win -win -win dynamic for all parti es invo lved ; the City increases parking revenue, parkers are incentivized to shop locally, and l oca l businesses gain another opportunity to reward l oya l customers . Additiona lly, Passport's merchant va l idation program puts all of the too ls necessary to create , manage, and track validations directly into the hands of the merchant, r idding the City of the burden of such management. Ho Merchan Va/1dotlon W rk 1. Merchants l oad a ba lance on t he va l idation account management site. 2. Merchants create codes for a predetermined amount to all ow customers to discount their parking sess ion. 3. Customers enter the code to receive a d iscount for their parking session . 4. Va lidation amount is then deducted from the merchant ba lance and transferred to the City. V lldltllon Codt Merchants of the City w i ll be ab le to utilize thei r own version of the Passport back office to create discount codes and manage customer va l idation. They w ill create an account for their business with a payment method that w i ll send funds to the City. Once set up, the merchant can create discount codes, setting the amount, expiration date, and customizing any restrictions as needed . Merchants can keep track of all codes that have been va li dated through their accounts and can recharge their accounts as needed. Passport Parking User Interface Features ACCOUNT MANAGEMENT Customers will be ab l e to easi ly manage all aspects of their account through the My Account page --including contact i nformation, vehicles, and payment options --as well as see an entire history of their parking sessions . Here, they w i ll al so be ab l e to edit their profi le, access support too l s, and update account settings . Please refer to the Account Mar,ugemenc section be low for full detai l s. SHORTCUTS Quick Par For repeat parkers, past sessions can be repeated in just one click with Passport's Quick Park . By recognizing parkers' patterns, the application will automat ica lly pu ll up the parker's most used sessions --including zone, duration, and payment method . Parkers can swipe through these sessions and easi ly repeat them. This l ends itse lf to Passport's application being high ly successful. Pro r ssiv Profilin Once customers down load the app for free and create login credentia ls, Passport reduces the time taken for first-time payments through a method called progressive profiling. This is where Passport collects the minima l amount of data needed, as parkers on ly need to enter a va lid emai l/phone number and payment information. Card payment information is on ly i ! Passport pass portinc.com rfo@passportlnccom 2020 Passport Labs, Inc ■1 I 41 218 requested once a transaction is initiated, in an effort to streamline the reg istration and avoid 'hang ups.' Passport has conducted thorough testing and found that this process ensures simple registration and promotes a rapid uptick in app adoption. Passport is the only provider that offers this simple registration process, which increases utilization for clients. e ~nt and N orby Zo These features enable parkers to quickly initiate sessions based on their previous actlvity and location. "Nearby Zones" identifies parking locations when a customer is within 5 miles of a City zone , based on latitude/longitude coordinates configured on the back end. Customers will be notified to enable location services to take advantage of th is time-saving feature. "Recent Zones" will display the customers last two zones based on their parking history for quick location selection. END USER SUPPORT Customers will have a number of resources available to help resolve app issues or concerns available 24/7 via the in-app "Support" page . Here, customers can access an FAQ page where they can begin typing a question or key word which will provide helpful information regarding the app technology and its functionality. Support also includes a contact feature that allows customers to submit questions or describe an issue, automatically opening a ticket with the Passport Support team and end users can also reach the Passport End User Support team directly from Monday -Sunday 8AM -9PM EST via phone at (704) 817-2500 or by email at support@passportinc.com . • Pay by Web -The system must provide a website with the following requirements: o Participant must have the option to have a customized website {e.g. http://www ... com/NCPA) or use the participant's standard website. o Support desktop and mobile browsers. Comply o When a user launches the website, it must: ■ Prompt for the username and password (for registered users). The website must have the ability to save the username and password locally on the device (PC or phone) to expedite future logins. Corrip lv ■ Provide an interface to sign up as a new user. Corn ply o Upon logging in, the website must have the following options, with identical functionality to that of the mobile application: ■ Begin parking. Comply ■ Extend parking. Comp ly ■ Check account balance. CoIT'p ly ■ Recharge account with credit card on file. mp lv, ■ Manage account. Comply ■ Transaction history.Comply o The application must have Industry-level standards to encrypt and secure credit card and other personal data . Comp ly Passport Parking Companion Site Passport's service offering also includes a parker-centric website, which enables users who are using alternative platforms or who do not wish to pay for parking Vla application . This website is available on all internet-connected devices and features all of the same core functionality as the mobile parking application. This enables customers to pay for parking via other devices such as laptops or tablets and is accessible via all modern web browsers . The site also mimics the same look and feel of the app enabling this population of customers to i1 Passport pass portinc.com rfo@passportinc com 2020 Passport La bs, Inc ■1 I 42 219 have the same user experience as those using the app . Customers will access the website at https ://park.passportparking.com/park/ and follow the prompts to register if they are a new user, or will otherwise proceed to entering their phone/emai l and associated 4-digit PIN to l og in to their account. m Pas sport Parking , __ ____ _, ~ 0 , ... ,, ..... , ... ., C ._,, Once l ogged in , customers will enter the applicab l e zone number based on signage/deca ls in their parking area. Dependent on the particu lar zone, customers will either enter a space number or choose a l icense plate number that will be associated w ith their parking session . ..____.. .._____... -........ ,-0 ... ,, ....... .,, , ....... ". - ,.,, , ..... ··---· ... A M-... , .• ,._ -------------"'"" ·"'"'', .. ,., ......... . Customers will se lect their duration either from predefined minimum/maximum options or through a custom duration se lection. Please note, customers will be notified if they attempt to se lect a duration that exceeds the maximum parking allowed for that location and will be prevented from proceeding to the fo ll owing screen . Customers will be required to confirm i ! Passport pass portinc.com rfo@passportinc.com 2020 Passport Labs, Inc •1 I 43 220 their session prior to initiation, and the app will include all details re lated to the session -- including zone, location, space or LPN , start/end times, parking fee, convenience fee, and payment type. - 1 lou, .. ,... . Once i nitiated, an active ti le screen will appear indicating the time remaining on that session. The screen wil l also include "Session Options" where customers can extend the i r session, stop their sess ion, see any avai lab le discounts, and obtain additiona l information about the zone. In regard to account management, customers wi ll have all the same functiona l ity as the mobil e app. There is a full menu on the left-hand sidebar of the website (see th i rd image i ! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 44 221 above) where customers can manage the ir parking account i nclud ing the options below . Please also see Account Management below fo r additional details . • Up dati ng profile information • Adding/removing payment options • Adding/removing vehicle options • Accessing support tools (submitting bug report, querying FAQs) • Vie w Passport's Privacy Policy and Terms & Conditions Passpo rt ensures security and privacy of da ta across all product offerings, i ncluding the smartphone application and the accompanying companion website. Credit card numbers are encrypted with AES-256 with a rotating encryption key and all sensitive information is stored in an isolated card storage database per best practices. All transa ctfons are tokenized at the point of transaction, meaning that credit card In formation is encrypted from the time a user inputs data in to the system . Passport's server then reads the tokenized informati on and sends the proper data to the merchant processor. Tokenization reduces the risk of cred it card frau d in the event of a breach since there are no actual credit card numbers ever stored or transferred in the system. • Account Management -The system must provide multiple ways for a user to manage his or her mobile payment for parking system account. This section contains the requirements for account management. i ! Passport 0 0 0 0 0 All interfaces for account management must have industry-level standards to encrypt and secure credit card and other personal data. C m1 ly Users must be able to create and manage accounts through a website (desktop and mobile versions), mobile application, IVR system, and through a live customer service representative . Partia l lomply. While customers can create an account via IVR , th ey will not have access t o account management through this method. Customers who registered through this method can access their account information via the compan ion website. Users must be able to create new accounts with the following parameters : ■ Username (email). Co p ly ■ Password Cof'Ylp ly ■ Phone number(s). Co p ly. ■ License plate number(s). Con-ply. ■ Credit card number Comp ly. ■ Billing name and address . Comp ly Users must be able to access a history of all transactions made on an account and be able to view reports and receipts showing: ■ Date and time. CoMp ly ■ Duration omp ly. ■ Rate Comp ly . ■ Total amount. Corr p lv. ■ Payment method. Comp ly, ■ License plate number. Compty . ■ Meter/block/zone ID. Camp i~ Users must able to configure reminders for session expirations, including the ability to: ■ Enable or d isable reminders. Comp ly. ■ Configure the type of reminder (SMS or email). omr,ly. pass porti n c.co m rfo@passportlnc com 2020 Pass p ort La bs, Inc ■ 1 I 45 222 o When funding an account, the system must have the ability to Impose a minimum charge/recharge amount. Comp ly o The system must have the ability to automatically notify a user and/or recharge the account if the account balance falls below a certain amount. Al rnat ive ly Corrply The Passport parking app l ication provides a prompt before a customer begins a parking session notifying them that their wallet must be re lo aded to pay for the transaction . Additiona ll y, customers are immediate ly notified if the credit/debit card being used has insufficient funds. o The system must be able to support both pay per transaction and pay out of a "mobile wallet" models. on p ly ■ The participant must explain any difference in cost between these two models. Co 11 I~· Passport Parking Account Management Customers will have access to full account management regard le ss of whether they use the app l ication or the companion website. Customers will create their account via phone number or emai l and a unique PIN. Customers are able to reset this PIN once successfully l ogged in. The app l ication wi l l keep the customer logged into their account every time the app is opened , making account management as convenient as possible . The website will save the username lo cally on the device, on ly prompting the 4-digit PIN , for expedited account access . Customers can easi ly log out of their account at any time. The account will inc l ude a profile page that includes the customer's name, phone number, installed app version number, and User ID. Customers can log out of their account from the profi le screen. Parkers can togg le a variety of other settings from their account i1 Passport • Notifications can be turned on or off as desired, via system preferences for the app of the dev ice in use. • For language settings, the app enables language lo ca l ization, meaning it automatically uses the l anguage based on the device's language setting, but can be changed at any time. Passport currently supports English (US), French (CA), Spanish (MX), and Eng l ish (GB). If the phone's language is set to something other than Eng l is h, Spanish , or French, the app l ication will default to Eng l ish. • Parkers may create, manage, and delete vehicles associated with their account. During the create session flow, parkers may choose between using previous ly-added vehicles and creating a new vehicle, and will manage these saved vehicles within their account. • Customers can manage their payment options to be used for mobi l e sessions . Only the 4-d igit card tai l will be v isib l e and customers will not be ab le to edit the credit card number, but may de l ete cards and add new ones as necessary. Customers can also manage the ir digital wallets by loading additiona l funds into the ir account. From a cost perspective, transactions for customers using a mobil e wallet will be authorized on ly once, at the time of wa llet re lo ad, and the City w ill receive the full va lue of funds at the time of reload . For card payments, the customer's credit/debit will be authorized for each in dividual transaction. pass portinc.com ifo@passport1nc com 2020 Passport Labs, I nc •1 I 46 223 For Parker Support, the account provides FAQs, Terms & Conditions , and Privacy Policy. Parkers can contact Support directly via a 'Contact Us ' link (iOS) or message icon (Android) that is visible on the FAQ screen . ,. 0 My Account '""''""' .... _ < History .. '1M 25 19·14•m . -8 ""'""' 23 ' 22 0 ->,di.m All customers will have access to their Parking History, which displays a full list of all prev ious parking sessions that were in itiated from their account. To view more details about a session in the list, parkers may tap into the session to see a full breakdown of session details, in clud in g zone in fo, start and end times, fees, and payment type. From here, a customer can resend a receipt, as needed . -· 16 8:47am 23 IVMt .... 1'111111 ,-..,a 19 1;:a9_, ... Administrator Requirements • Administrator Portal -The system must provide a website accessible only to designed system administrators. Comp ly o Customer service representatives must be able to create and manage user accounts. Ofl1ply o Customer service representatives must be able to activate or deactivate mobile payment system user accounts. Pa 1al Co1T1p ly. Passport's back offic e allows City administrators to deactivate/suspend accounts but does not allow for accounts to be activated by City admin istrators. o Administrators must be able to run reports on transactions and accounts. Comp ly. o Administrators must have an interface to query transactions for ticket adjudication purposes. Comp ly . • Reporting • The system must provide reporting functionality to designated administrators of the system. These reports must include data on: i! Passport o Transactions made by: ■ License plate number. Comply ■ Phone number. Non-\...omply Passport Intentionally limits the exposure to Personally Identifiab le Information in order to maintain its high standards of security and PCI compliance. There are other ways to recognize a specific user without risking the exposure of PII such as User ID or Transaction ID . ■ Username/account number. Comp ly ■ Date and time. Comp l y ■ Duration Comp ly. ■ Rate Comp ly. ■ Total amount. Comp ly . ■ Payment method. Comp ly. ■ License plate number. Comp ly. ■ Meter/block/zone ID . Comp ly. o Account sign ups. Comply . o Account charges/recharges. Comp ly. o The system must allow reports to be exported to: ■ Microsoft Excel. Comp ly pass portinc.com r:fp@oassportinc com 2020 Passport Labs, Inc ■1 I _ 47 224 ■ Text files. l)fl•Comply. ■ Database flat flies. Non-Comp ly ■ Direct connection with another database. Comp ly o Reports must be available for viewing or download within reasonable time. The participant must provide performance metrics on its reporting tool, with scenarios such as: ■ Number of new accounts per week. Comply ■ Amount of transactions per day by meter/block/zone ID. Co ly ■ All transactions in a calendar year-. Comp ly • Parking System Inventory -The system must have the option for a web-based tool to manage the Inventory of the parking system. This section describes the requirements of the inventory management tool. o The inventory must hold information on each meter/block/zone, including its: ■ ID Comp ly ■ Address Comply ■ Status (active or inactive). Cor 1p ly. ■ Rate Con ply ■ Hours of operation. Comp ly ■ Hours of restrictions. omp ly ■ Maximum length of stay. 1..ornp ly o Once a change is made to the inventory, the system must be either updated immediately or queued for update at a set time. Comp l y. o An administrator must be able to use the tool to manually update the attributes of a single meter/block/zone. Alternat ive Comp ly Passport offers complete visibility and discretion over the configurations for a particular zone. Passport's Product Support team can define un ique attributes for the different zones across the City's parking environment. This cou ld mean flexing parking costs based on t i me -of-day, implement ing different m i nimum/maximum parking durations, or limiting/preventing park ing extensions for each particular lot or parking location . These attributes and nuances are maintained by Passport's Product Support experts on the back-end , who have supported some of the most complex park i ng environments nationwide including Chicago, IL, Toronto, ON, and Boston, MA. o An administrator must be able to import a file to update the entire inventory. Alternat ively Comp ly . While Passport does not provide system updates to the enti re parking inventory through a single-file up load, Passport will ensure that any necessary updates to the City's parking environment will be implemented by Passport's expert Product Support Team to ensure that inventory is kept up to date. ADMINISTRATOR PORTAL All Passport products are accompan ied by the Passport back office system wh ich will allow the City to manage and oversee its par king environment i ncluding monitori ng sess ions, managing wallet offers, and conducti ng analytics reporting. Passport's back office is accessible from any modern browser. i ! Passport pass porti nc.com r[o@passportlnc com 2020 Pa ssport Lab s, In c ■1 I 48 225 - S urit All user interfaces require a unique user ID and password . The password's strength requirements include a certain number of characters and length . The default configuration is an eight character password containing one numeric character. The City may customize their password strength requirements, including length , upper case letters, lower case letters, numbers, special characters, and password expiration dates. During implementation, Passport will work with the City to establish password standards that meet City needs. The City can also create login credentials for its staff that match local credentials for a streamlined system from a system user perspective . MAIN ADMINISTRATOR The City will assign a main administrator that will have full discretion as to how system access is distri buted. The main administrator will manage all other accounts including account creation, access control, and password resets. As the main administrator will have full access and control over the entire system , this designated person should hold a position of trust. Access perm issions will be defined during implementation and will thereafter be managed by the main administrator, as mentioned above. Within the back office, the "Roles" module allows the main administrator to change the back office access for an entire role . Common roles In clude : Accounting/Finance, Customer Service, or Enforcement team members. Based on those roles, the main administrator can set access controls, meaning access to specific functions and features can be "turned off' depending on a user's role within the City. Multiple roles can be assigned to one user. AUDIT TRAIL Each user will have a unique log in ID and password credentials to keep an audit trail of all actions within the system and prevent impermissib le access. Each t i me a user attempts to log in to the system, they must enter these credentials, and the login will record on the Admin Audit report. Through the back office "Reports" module , administrators can also run i! Passport pass porti nc.co m ifo@passportlnccom 2020 Pa ss port Labs, In c ■1 I 49 226 the Admin Operator User report which disp lays changes to system ro les or users (e .g. permission changes, system view changes, new users, etc.). ROL E-BASED ACCESS The back office offers customizab l e permission-based user groups for different leve l s of access for City staff, specific to their operationa l ro les and responsibilities . In the interest of security, a ro l e may on ly be ab l e to have a certain dashboard view, reporting access, etc. when using the system , and the main administrator is capab le of restricting access to every function and feature . COr'\r.lU. •ue: JiC•Ule~ 0 $, t lfl& (U!rllS O:i:pfay 0 U )ii:r, e Atp,,,t"ts o G r;n:.nd.t men..i 0 n1uom11rmMi, 0 Tick..-tlo.,,n'lllfli. () fi,,-,,..~,,u SUSP ENDED PA RKERS Suspending an account temporari ly prevents a parker from accessing their account. This is typica ll y used where the parker has tried to use fraudu lent payment methods in the past or has otherwise abused the system . To suspend the account, the operator will look up the parker in the back office. The parkers account page includes an option at the bottom to Suspend and requires a reason for the suspension . Once the reason is provided, the account will be suspended and a new box will appear on the account profile page l isting the Suspension Information: date and time, operator, reason, and user. To remove a parker from suspension, the operator can l ook up the parker again and click "Remove" next to the i! Passport passportinc.com rfp@oassportlnc com 2020 Pa ss port Labs , Inc •1 I 50 227 line item with Suspens ion Information. Once cl icked , they will be asked to confirm the ir decis ion and the account is removed from suspension. Report Details Hi • l"t'IO 1 :,1 ,_ •n,il'.,(I ... JI' .110.._•1 10·•01-0 •1oo<ti.rpfTgm!ol'20f14lh..C. ~t .,-,d,~wo~t--s:.-i,.,i-..., (j ~ •;)&;.21 1/J/2Clt 4, ' ll3 r,•.,., • ,, ~ Ill'> Sl iQ 20''-0107 ,..,.,,.,.6/.,,. od~ 11tr,1N1Hm,'4 floffl nt ksoysNt.._,. rul 1 i;:J,l-~ l CICKfd >II l 'l'JJ 781< 1 ll00 l'1'4(Tl-'fl IJlll'Nf .,.., IU & w.1, r, twrMO M tr WO..,W,M °'"° "= '"'~ I 1tn,~1 ,a~ u sn zo·,0111 r1JII G.I~•. U:~!,.l i,5S(6 ' ,. 12.0 t 11,11 20'4 01 l• C rdhold~d lffilU'NShtff d'-'•t•ttt.tnM<Wnev'ffl~~4' ow4tdc~d ~o mt on tw ruff .. ·1-u ,o ~orwlhM ~ ,...,.,.rt~,.~ t111til nw'-"' »1pn111,, , .. ...a ...,,, ,e.,, • .., ,o•4-oa.,. Ch.to ., .. u,rn,d•h~l'IOU4dl1t:1a.-.. 1 , .. , ....,, r •J:45JI •nSG ,., ► o,n ,. SI H2 zo•, 011 UQw.l l d c,.,V,w lln O\llfll.'d b«.li., h.tt.i?W~ •ull .. •"10S, City administrators will have the ability to run reports on transactions, accounts, and query transactions for ticket adjudica t ion purposes. Please see the Report.ing section below for additional details. REPORTING The Passport Parking back office comes stacked with the most robust report ing capabil ities in the industry across its 25+ standard reports with unique data visualization tools . Back office reports will allow the City to ana lyze the i r environment and make data-driven decisions . Predefined Reporu Passport's predefi ned reports cover a myriad of topics re l ated to the enti rety of the City's parking environment. In running these reports, the City may choose the time frame, be i ng as broad as all transactions and as spec ific as a given day. Below are examp les of reports that Passport clients can access from any modern browser at any t i me . i ! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 5 1 228 Report Type Description Transaction Report Daily Total Revenue Summary by Zone Validation Transactions Merchant Report Utilization by Space User Report i ! Passport Daily Total passportinc.com rfp@passportinc com 2020 Passport Labs , Inc Provides detail of every transaction in clud ing the: • Space or License Plate number • Username/account number • Date and time • Duration • Rate • Total amount • Payment method • Meter/Block/Zone ID Prov ides summary of transaction count and revenue by day Report shows summary data by reporting zones, allowing the City to see information by pre-defined geographic areas Details validation occurrences by local merchants Provides transactions based upon the date and time of merchant processing capture Shows most utilized spaces Report summarizes new and unique user activity of the pay-by-phone parking solution Tra sac ion po •1 I 52 229 AdHocR port As ide from the predefined reporting, Passport will also work with the City to create custom reports . Whenever a custom report is generated for a specific City, that same report will be made ava ilab le to a ll othe r clients . From the web based back office , all reports can be down l oaded • at any time to Microsoft Exce l fi les and emailed as necessary • EXPORT w ith the click of a button . The City can also schedu le certa i n : ~ EX C EL reports to run automatically and email to re levant staff : • accord ing to a City-defined time l i ne. Passport's reporti ng funct ionality w i ll provide the City with aggregated data to ana lyze trends, predict f uture progress , and Imp lement City -w ide in it iatives backed by real -t ime insights . As mentioned above , j n the interest of security, a ro le may on ly be ab le to have a certain dashboard view, reporting access , etc. when using the system. From any modern browser at any time, City staff with access rights can access the back offi ce Reporting modu le. PARKING SYSTEM INVENTORY As a Software as a Service (SaaS) provider, Passport does not prov ide park ing meters or ho l d inve ntory for phys ica l meters, however, Passport integrates w ith dozens of industry-leading sing l e-space and mu lti -space meters prov iders t he i ndustry including IPS, Digita l Luke II , Flowbird (CALE/Parkeon), MacKay, POM, among many others. Passport w ill work wi th the City to i ntegrat e with its vendo rs, as necessary, to share and st reaml i ne data across t he City's park i ng operations . Passport w ill update all bl ock/zone i nformation for a ll data po i nts listed above . Dur i ng imp l ementation, Passport wil l work with the City to defi ne its parking zones , ru les, and restrictions i n accordance with City business ru les. Passport's mob i le payment so l uti on empowers clients to support the i r dynamic parking environments and the peop le that t r ave l wi t hin them. Passport offers comp l ete visibil ity and discreti on over the rates in place throughout park i ng locations. This I ncludes managing var ious rate structures, ove r rid ing rates for events or ho l idays, and i mp lementing new rates w ith the assistance of Passport's Product Support experts. The following examp les demonstrate some of the r ate configuration capabi lities uti l ized by Passport cl ients : i1 Passpor t • Multiple Time Limits/Day: Passport can easi ly accommodate mu ltip l e time limits in a given day. Rate Chains can be fo r as short as a m i nute or as long as a day, given the regu l ations on that blockface . This allows Passport to configure the most comp lex rates, including multipl e t i me limits in a day, increasing rates, and prorated rates . Additi onally, with Passport Park ing, the parker will be ab le to clearly see the change in rates based on the time of day . • Event Rates: T he City can create event rates, which will override ex isting rates , to eas i ly accommodate specia l events and capture add it ional revenue. The event rate se lects a particu lar zone. with a specific start and end time and rate start time. The Cfty will also have access to an Even t Summary Report, wh ich w i ll show the r evenue pass porti nc .co rn rfp@passport1nc com 2020 Pa ssp ort La bs , I nc •1 I 53 230 captured from events within a specific time frame, the number of transactions, and deeper dives into Individual event details . • Holiday Rates : Passport can accommodate holiday parking through either free parking, custom rates, or through parking restrictions wh ich will be set up during implementati on . Once rate changes or parking restrictions based on a particular event or holiday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an applicable zone. • Minimum/Maximum Durations: Passport can work with t he City to define a zone 's minimum (e.g. 15 minutes) and maximum parking duration and is able to configure the rate such that users are able to select increments up until the maximum park i ng t ime , depending on how long they intend to park. 1mplementat1on of Rate Changes The t iming of rate configurations can vary depend ing on the complex ity of the change, however, once changes to rates are configured by Passport's Product Support team, these updates can be pushed into the live environment effective immediately or scheduled for release according to a City-defined date/time. Other Technical Requirements • Data Security-The system must exercise industry standard protocols to ensure the protection of any data stored and transmitted in the system, including: o Securing physical servers, storage, etc. Cor,p ly o Firewalls to protect against unauthorized access. Comp l y. o SSL encryption on websites. Comp ly o PCI PA-DDS level 1 compliant on all applicable data. ':.omp ly. o SAS 70 Type II certified before the Notice of Award. CoMp ly. o The participant must minimize NCPA's exposure to sensitive data, such as : ■ Credit card numbers. ColT'p ly ■ Personal information of users. comply ■ The participant must describe its data security plan and disclose any breaches of security. Comp ly Passport's core competency is mobile payments and has t herefore made every effort to ensure a secure payment experience. These efforts include PCI -DSS compliance, SSAE No. 18 audits, and white hat testing by a big four consulting firm. Passport utilizes both Open Web Application Security Project ("OWASP ") and Web Application Security Consortium ("WASC'') to stay up t o date on the latest security news and vulnerabil ities that may affect its services . Passport also utilizes Ubuntu security email distributions for information related to vulnerabilities specific to its operating sys t em . PCI -DSS COMPLIANCE Passport maintains PCI-DSS Level 1 Vers ion 3.2 compliance and will cont i nue this top level of secur ity throughout its lifetime of business. At its core , Passport is a payments company, so privacy and security are considered foundati onal . Please see Venc/01 c rttficotions above for Passport's PCI Compl iance Certificate. i ! Passport passportinc.com rfo@passportlnc com 2020 Passport Labs, Inc ~~ COMPLIAHT ■ 1 I 54 231 DATA OWNERSHIP There are four d ifferent types of data involved with Passport's solutrons, and data ownership is determ i ned by the type of information involved. Please see below for explanation and ownership details : • Operational Data is data specific to the City's operations that is provided by City to Passport . The City owns this data and permits Passport to use it. (e.g . rates , cost of t icket, etc.) • Personally Identifiable Information (Pl!) is information that permits the identity of an ind ividual to whom the i nformation applies to be reasonably determined or i nferred by either direct or i ndirect means . Th is data belongs to the end user. (e .g. LPNs, addresses, etc.) • PCI -DSS Data is data concerning cardholder accounts; the card networks and/or the end user own this data , but Passport Is perm itted to use it and is obligated to secure it in accordance with PCI -DSS . • Activity Data is data generated through Passport providing services to the City, and by end users ' interactions with the services or with Passport di r ectly, that is not otherwise PCl-055 information or PII. This data is owned by Passport, but Passport can agree to expose or otherwise make available some of it to the City for its i nternal use . All mobile pay session data w i ll be access ible to the City in real-time through the back office . Access to certain data can be set with access rights depending on the employee 's title. Upon termination of the contract for any reason, the City will be able to extract historical data as it relates to the future of City's parking management. Once the City has exported all necessary data, Passport will have all data purged from the system. DATA BREACH PREVENTION Passport is first and foremost a payments processing company, bringing this service to its clients through its advanced technology. In order to do this effectively, security is paramount to operations at Passport. Passport processes over 1.9 billion mobile payments, all while going above and beyond required security measures to provide peace of mind to cities , parkers , violators, permit holders, and r iders . i1 Passport pwc A-LJG VISA masteroord • PricewaterhouseCoopers has conduct ed ethical hacking on Passport's system . • Passport hires A-l!GN t o ass ist in meeting specific aud iting and security assessment needs. A-LIGN helps navigate secur ity standards for credit card transactions and ensures that Passport continually meets and exceeds those standards. • Passport utilizes Secure Socket Layer (SSL) to securely transfer sens it ive data between t he applicat ion and servers. SSL is the standard security technology for establishing an encrypted link between a web server and a browser. This l i nk ensures that all data passed between the web server and browsers remain private and Integral. pass portinc.com rfp@passport1nc com 2020 Passport Labs, Inc •1 I 55 232 • Passport is listed as a certified gateway provider on both Visa and Mastercard's national registries . Additionally, Passport is recognized as a sponsored service provider for both companies . In addition to these security measures, Passport util izes multiple levels of security to secure against data breaches and/or theft --including VPN, encryption, intrusion detection, penetration testing, and file integrity monitoring. ROLE-BASED ACCESS All Passport user interfaces require a unique user ID and password, to ensure that data is safeguarded from unauthorized access . The password's strength requirements include a certain number of characters and length . The default configuration is an eight character password containing one numeric character. The City may custom ize their password strength requirements, including length, upper case letters, lower case letters, numbers, special characters, and password expiration dates . Each security measure plays a specific role in preventing access to data that resides i n the system and allows clients to fully trust their partnership with Passport. AMAZON WEB SERVICES Through partnership with AWS, Passport stores all data securely, with both electronic and physical measures in place . Only Passport has access to stored data, which Is encrypted and protected by firewalls. Passport has built the infrastructure of its technology to maintain system upti me in the event of even the most severe technical problems. Passport, in partnershrp wl th AWS, safely stores all data electronically in the cloud. In add ition to encryption methods and firewall protections, AWS employs physical security measures to protect stored data, including r estricted access based on a valid business justification and and phys ical access points recorded by CCTV. • System Availability -The system must provide redundant/failsafe servers which ensure at least 99.9% uptime of all components of the system, including: 0 0 0 0 0 0 0 IVR, including the availability of live customer service representatives. Co rnp ly, Mobile applications. Com ly User and administrator websites. Co, pl v. Integration with existing multi space meters {only for the Integration part for which the participant Is responsible). Comp ly. Integration with existing enforcement systems (only for the integration part for which the participant is responsible). Cornp l . The proposed system must be able to handle up to so million mobile payment transactions per year, including up to 12,000 transactions per hour. ComAly The system must provide system uptime reports from the past 4 years and also provide a plan to scale the system to support additional users and transactions. Comply Passport is constantly pushing automatic updates, storing backups, and making overall improvements to its solutions and services without interrupting its 1200+ clients . If there were to be any issue that caused interruption for the City, Passport has automatic backups stored for real -time restoration so that the solution can continue to work for the City while Passport's engineers work out the issue . i1 Passport pass portinc.corn ifo@passaort1nc wrn 2020 Passport Labs, Inc •1 I 56 233 AMAZON WEB SERVICES Through partnership with Amazon Web Services ("AWS"), Passport stores aws all data secure ly, with both electronic and physical measures in place. Only Passport has access to stored data, which is encrypted and protected by firewalls. Passport has bu ilt the infrastructure of its technology to maintain system uptime in the event of even the most severe technica l problems. SYSTEM BACKUPS & REDUNDANCY All Passport systems and data are hosted on redundant servers that rep licate and backup data on a recurr i ng basis to ensure systems stay functiona l. Passport has bui lt its techno logy framework to endure even the most critica l technica l prob l ems to maintain system uptime. In the event of a natura l disaster or power failure in its East Coast server, Passport will automatically uti l ize the other active server, with no lag in performance. Passport's system of interna l qua l ity control and ongoing system maintenance ensures any technica l issues experienced are never critica l to revenue or overall system functiona lity. In the event a technica l prob l em does surface, Passport has dedicated staff and established procedures in place to reso lve every issue as quickly and thorough ly as poss i ble. DISASTER RECOVERY Passport maintains a comprehensive IT disaster recovery plan , which is forma lized and assessed regu l arly. The pl an covers all essentia l and critica l infrastructure elements, systems, and networks in accordance with key business activities . The disaster recovery plan covers a myriad of potentia l threats and disasters to the system, as well as the remedia l actions that shou ld be taken in the event of disaster. Passport has contemp lated and p lanned for every possib l e scenario, inc luding failures of each partner in the process. Shou l d a disaster occur, Passport's Disaster Recovery Team will assess the situation and is responsib l e for establishing faci lities for an emergency leve l, restoring key services, recovering to business as usua l, coordinating activities with third parties, and creating the incident report. To prevent disasters from happening, Passport undergoes a number of preventative checks and verifications . These checks are run al ongside the production database, l ooking for anoma l ies and discrepancies in the system. Following any incident re quiring the Disaste r Recovery Team, a report is generated outl ining the incident, the peop le notified, the actions taken, the outcome, and a full assessment of the effectiveness of the recovery as well as a breakdown of "lessons learned ." SCALABILITY & UPTIME Passport has the ability and know-how to sca le in each installation, expertise in processing massive transaction vo l umes, and is constantly updating and improving its techno logy. This has resu lted in Passport being ab le to: • Support 96 unique mobi l e pay app lications, one being Montrea l, QB which is one of the highest utilized app l ications (65%) in North America, with over 1 million transactions per month • Process up to 400k parking transactions on peak days or approximate ly 16.Gk transactions per hour Passport cl ients do not have to proactive ly seek system upgrades and improvements and will not have to wait to take advantage when they occur. All components of Passport's i1 Passport pass porti nc .co rn ifo@passaoctio& com 2020 Pa ssport La bs , I nc •1 I 57 234 solution maintain an uptime of approximately 99 .92% and 99.9% uptime over a six-month period. As a software solution, Passport is able to continually and remotely innovate, install , and manage all software upgrades for its product, which is maintained by a team of l n-house designers, product managers, and engineers. Integration • Multi space meters • The system must be able to communicate with the back office system of the existing multi space meters. The system must have the following requirements: o Send each transaction to the existing back office system or a 3rd party system as it happens in real-time. Camp i o Accept transactions sent from the back office system or a 3rd party system. Camp i o The participant must provide examples of data formats and delivery methods used to communicate transactions to and from external systems. Camp i • Enforcement -The system must be able to communicate with any enforcement system. The system must have the following requirements: o Allow a device to query the payment status of a vehicle through its license plate number using an API provided by the vendor that is compatible with: ■ Android mply ■ iOS Comp ly. ■ Blackberry Comp ly ■ Windows Mobile. Comp ly. ■ A platform agnostic web service. Comp ly . o Allow a device to query a list of paid vehicles through a meter/block/zone ID. Co mply o Allow a license plate recognition system to query the payment status of a vehicle through its license plate number. Camp l1 o Pull or receive a list of license plate numbers flagged by law enforcement. Co m ii _ o The system must be able to send an alert when a matching vehicle makes a parking transaction . CoMply o The participant must provide examples of their enforcement integration models with other clients. Camp i As Passport grows as a company, so does the reach of its capabilities within its cl ients' parking and mobility operations . Passport currently has hundreds of live integr ations with related providers and utilizes open Applicat ion Programming Interfaces (APls) for easier future integrati ons with the intent to fully connect its clients' ecosystems. In addition to connecting to third party providers, Passport continues to expand its own offerings to create an end-to-end solution for its clients . Among the services be i ng offered and available to the City are mobile payments for parking, full scale citation management, an onl ine payment portal for citations and digital perm its , and dig ital permit management. As a leader i n the mobile payment industry, Passport has provided its parking application to hundreds of clients nationwide . Across this diverse client base, Passport has integrated with a number of citation management systems as well as perm it and parking meter systems in order to provide cohesivenes s across clients ' entire parking ecosystems. Passport integrates w ith dozens of industry-leading single-space and multi-space meters providers in order to support the most informed citation issuance for enforcement officers . i1 Passport passportinc.com rfo@passportinccom 2020 Passport Labs, Inc ■1 I _ 58 235 Passport integrates with all major meter providers in the industry including IPS , Digital Luke II, Flowbird (CALE/Parkeon), MacKay, POM, among many others . These ticketing integrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using OpsMan Mobile. If the City has a different enforcement provider, Passport will work with that provider to deliver a seamlessly integrated experience. Passport's existing enforcement integrations in clude IPS , T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AIMS, and Gtechna to name a few. If parking enforcement officers are not all equipped with an internet-connected issuance device, Passport will provide the C1ty with its monitoring feature, which tracks all active parking sessions and is available via any Android device. Monitoring The monitoring feature allows parking operators to determine active sessions by zone with t he option to view sessions at the space -level for space-based zones. Each session will include the LPN or space number, how much time is left on the session, and the session status, such as active or near expiration. This is particularly helpful if the operator's parking enforcement software does not have connectivity and the enforcement officer needs to verify a parking session. I Ci] ~-lllll w rn ~ 'Y!t I l 'J \t 'a I ·a- ENFORCEMENT INTEGRATION EXAMPLES Genetec Passport is integrated with Genetec LPR technology, which is able to consume Passport Parking session data to ultimately use toward enforcement purposes. With this integration, when a parker pays with the Passport app, parking rights are automatically synchronized with AutoVu mobile ALPR enforcement units . All i nformation is passed in real-t i me, thereby decreasing the number of park ing ticket disputes and increasing compliance in payment from parkers. This integration is active in municipalities across North America such as New Westminster, BC, and Hudson, WI. i ! Passport Passport is the mobile pay, digital permit, and enforcement p r ovider for Salt Lake City and currently integrates with their paystation meter provider, IPS . Another example is Cincinnati, OH . Here Passport currently provides a mobile payment solution and integrates with its IPS enforcement solution. Passport also has a live integration with IPS in San Jose, CA. Passport also provides its mobile payment solution in Chicago, IL and integrates with their existing citation management provider, Conduent. as well their paystation systems provided by Flowbird/Cale. pa ssporti nc .co m rt;o@oassportinc com 2020 Pa ss port La bs , In c ■ 1 I _ 59 236 DATATICKET-l . @)SYSTEMS Passport integrates w ith Data Ticket in both Fremont, CA and Sea l Beach , CA where Passport provides Mob ile Payments . Passport is current ly working with DataTicket as they imp lemen t in Pasadena , CA. Passport currently provides a mobile payment so lution for the City of Austin , TX and integrates with their exist ing enforcement provider, Brazos/Ty ler Techno lo gies. as well their paystation systems provided by Flo wb ird. Passport has an ex isting integration with the City's enforcement vendor, T2 Systems, which is i mp le mented in cities such as Sedona, AZ, Bartle tt, IL, as well as the University of De l aware and University of Wiscons in at La Crosse, among others . For the T2 Fle x enforcement app l ication, T2 Flex in it iates an i nbound request to pull data from Passport's app l icat ion, allow i ng officers to see mobile payment session data in real -t i me wh il e they enforce. Marketing The Vendor must provide examples of marketing plans used in other cities or markets. In addition: • The vendor must provide an initial marketing plan to promote the use of the system, including details on the message, medium, locat ion, and frequency of marketing. Comp ly • The vendor must provide a comprehensive recurring marketing plan. Comp ly • The vendor must supply all promotional and operational graphics, excluding the street signage used to identify meter/block/zone IDs. Comply All marketing plans and materials shall be approved by NCPA prior to implementation. Comp ly Passport's marketing team will work close ly with the City throughout the imp l ementat ion process to deve l op a stream li ned marketi ng pl an that drives an impactful launch and long-term results. Duri ng the kickoff meeting, the marketing team will leverage its deep understanding of the park i ng industry, user preferences , and l arge-scale marketing plan execution to formulate a launch strategy that incorporates the City's unique needs and characteristics . Passport w ill develop content around the transition that will be utilized in a variety of channe ls to market to end-users, including: • PR • Digital Banners • Print Materials • Socia l Media Content • Email & Web Content PASSP ORT PA RKI NG MAR KETING PAC KAGES i ! Passport passportinc.com rfo@passportlnc com 2020 Passport Labs, Inc ■ 1 I 60 237 ■ 1 I The Standard Marketing Pa ckage is comp l i mentary for mobi le pay clients and includes signage proven to ed ucate users and drive the highest uti l ization rates . Premiu m marketing packages can be pu rc hased, or tai lo re d mar keting pl ans can be pr epar ed at the City's re quest. The Cli ent Lifecy cl e Mark eting Manager will wo rk close ly wi th the City to determine t he ap propriate mark eting plan bas ed on its needs. Signage Signs ✓ Decals ✓ Best Pract ices Gu ide ✓ Pub lic Re lations Press Re lease (post on webs ite ✓ and soc ial med ia Press Kit ✓ Pr ess Conference I Demo Print Marketing How-to Flyer (3"x 5'1 Des ign File Benefit Poster (8.5"X11 ") Des ign Fi l e Va l idation Code Cards (3 .S"x2 ") Digita l Marketing Cl ient Webs ite Content & ✓ Con su ltation Webs ite & Socia l Med ia Banners ✓ How-to Video (30sec) Standard Radio Radio (FM) Spots Experientia l Marketing i ! Passpor t pass p ortinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ✓ ✓ ✓ ✓ ✓ Qty: 2,000 Design Fi le Qty: 2,000 $5,000 promo codes ✓ ✓ Standard ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ Custom Marketi ng Plan ✓ **** Consu ltation Qty: 3,000 Qty: 5,000 Requ i red for Fea t u r es and Qty: 500 Qty: 1,000 Pricing Qty: 3,000 Qty: 5,000 $5,000 promo $7,000 promo codes codes ✓ ✓ ✓ ✓ Per so nali zed Pe r sonall zed ✓ 6 1 238 Street team One Event Two Events Three Events ONGOING SUPPORT Dedicated Client Lifecycle Marketing Manager ✓ ✓ ✓ ✓ *One round of des ign revisi on s are permitted, additional revl sions are subject to the hourly rate of $175. Customer Service • End User Customer Service -The vendor must provide the following customer services to end users: 0 0 0 0 0 0 Live operators available 24n to create accounts and resolve issues. Language support for: ■ English Coniply ■ Spanish omp l\ Customers looking to establish contact with a live operator must be provided the option at the start of a parking action. Comp ly Callers seeking a live operator must not be on hold for longer than 2 minutes. Cc ply Music and updated messaging must be provided during calls on hold. Corn ply Customers looking to find parking must be provided a web-based or mobile app based map, or other method of locating metered parking. Comp ly C.c ply Passport is able to comply with all of these req uirements . Please note certain features such as specific hold music, live operator hold time requirements may have an added cost associated. The vendor must provide a customer support plan that includes projected call volumes and number of support staff available. Comp ly • NCPA Support -The vendor must provide the following services to NCPA: o Technical support during normal business hours of 8:30 am to 6:00 pm, (EST). Comp ly o Engineering staff to perform development, testing, and deployment. Comp ly . o Response times of less than 30 minutes for urgent issues. Conip lv. o Resolution of urgent issues in less than 2 hours. Com ly The vendor must provide examples of development project plans and issue resolution processes with other clients . Comp ly. Please see the D pfoymenr section below. From an end user service perspective, Passp ort Parking provides unlimited access to parking history and account specifics through the Account page within the app lication . Customer Support Is ava ilable 24/7 via the ln-app Support screen. Here, parkers can access an FAQ page where they can begin typing a question or key word which w i ll provide helpful information regarding the technology and its functl onality. Support also i nclude s a contact feature that allows parkers to su bmit questions or describe their issues, automatically open i ng a tic ket w ith the support team. Parker Support: i ! Passport pass porti n c.com rfo@passportinccom 2020 Pass port La bs, Inc ■1 I _ 62 239 Monday-Sunday 8AM -9PM EST Phone: (704) 817-2500 Email: Support@passporttnc.com Critica l issue after hours support for encf users is avai lab le at: (866) 867-5881 The extent of Passport's support will be l imited to questions re lated to the application itse lf. Passport will not answer quest ions re lated to the City's parking operations and will direct any parkers with those questions direct ly to the C1ty. Passport technica l support will also not issue refunds, which are considered to be a business decision to be made by the City . However, Passport's technica l support will void payments in tru ly dup l icative situations, where the parker unintenti onal ly started mu ltiple parking sessions . The City may contact Passport's Product Support Team at any time for technica l issues and for he l p with configuring operator settings within the back office. A pillar of Passport's service offering is its unpara ll el ed support team, which assists parkers and clients across North America, including some of the largest installations in North Amer ica such as Chicago, Boston, Cleve land, Toronto and more . Passport's Product Support Team will be responsib le for all of the City's technica l support issues. Support Ana lysts can be reached via email or phone at the numbers and ema il addresses be low. Once a support case is opened, the Support Ana lyst will assess the issue impact and urgency to determine the case priority. Breakdowns of critica l functions will be addressed immediately, determ i ning the cause and imp l ementing a so lution as quick ly as possib le. All issues will be l ogged in Passport's interna l issue tracking system and fixed according to priority. Depending on the severity of the issue, Passport will respond as follows : Priority Elements Support Response Sev e ri t y 1 - Cr itica l Severity 2 - Hig h Severity 3 - Medium i1 Passport Marked by prob l ems or requests that • Crash the system comp lete ly; • Corrupt data; • Cause major functions or features to fai l to operate; or • Otherwise significant, materia l , and substantive. Marked by prob l ems or requests that • Cause sign ificant de lays or • Cause minor functions or features to fai l to operate that is substantive, but not material. Marked by prob l ems or requests that: • Cause minor de lays, but ·•· Do not inhibit the ability to use the service and are neither substantive nor material. passportinc.corn rfp@oassport1 oc, rom 2020 Passport Labs , Inc Upon case creation, Passport will dedicate resources on a continua l, best effort basis to correct the prob l em within one (1) day of case creation. Passport will provide the City status updates every one (1) hour until the prob lem has been corrected. Upon case creation, Passport will dedicate resources on a continua l, best effort basis to correct the prob l em within three (3) days of case creation. Passport will provide the City status updates every four (4) hours unti l the prob lem has been corrected. Upon case creation, Passport work during norma l business hours and use reasonab l e commercia l efforts to correct the prob lems within five (5) days of case creation . Passport wi ll provide the City status updates daily, or more •1 I 63 240 Severity4-Marked by prob l ems or requests that Low • Are typically questions, requests for information or • Requests for rate changes, zone updates, consumab les, etc. To contact the Product Support Team: Monday-Friday 8AM -7PM EST Phone: (980) 939 -0990 Email : be lp@passportjnc,com frequent ly if requested by the City, unti l the prob lem has been corrected. Upon case creation, Passport will work during norma l bus i ness hours and use reasonab l e commercia l efforts to correct the prob le ms or fu lfill the request within seven (7) days of case creation. Cr itica l issue support is avai l ab le after hours via answering service phone: (866) 815 -3043 Training The vendor must provide training to personnel designated by NCPA and cooperating agencies in the following areas: • Use of payment methods. Comply • Use of any websites designed for users and administrators. Comply • Use of any enforcement too ls . Comply . The vendor must also provide training for end users, in clud ing, but not l imited to a frequently asked questions (FAQ) section and/or instructional videos on the vendor's website. Co ply Please see the Cusromer Service sect ion above. Passport takes a proactive, ro l e-based training approach with client staff to ensure their overall readiness to effective ly and efficiently use Passport's web, mobile and hardware mobility so lu tions during and after system acceptance testing. Adults retain opproximat~ly 90% of what they dot ' Passport's approach to adu lt learning supports this statistic based upon its learning process. Passport builds l earning so l utions to support interna l Passporters, Passport clients, and partners with the be low approach : • What is lt? • Why is lt important? • How does it impact me? • Demonstration • Va l ue Stream 1 From www.basicknowledge101.com i ! Passport pass portinc.com rfo@passportinc com 2020 Passport Labs , Inc • Perform the task/skill • Practice • Feedback • Certification ■ 1 I 64 241 Passport's objective for all learning approaches is to provide the most effective and efficient learn ing experience so learners master the skill/behavior in the least amount of time. Learn ing solutions are delivered in a few methods: Instructor Led (In-Pe rson) Ci] 8°8°8 Virtual Instructor Led via City classrooms or multiple PCs Client Success Center (online procedure portal for self-study or self-service) The decision to use any of the three delivery methods separate ly or in combination wlth one another is based upon the functional roles with i n the City's organization, the learn ing activities required for certification, and the facil ities & technology avallable for use. All wfll be discussed and refined with the City in order to create the best learn ing experience for the City staff. Ons, and VI ual Int rue or Lea Training Passport provides in -person , virtual and/or onsite instructor led training prior to testing activities and the Go-Live date to ensure the following : • Those testing have the skills to use and provide testing feedback on the Passport mobility solution(s). • Train and certify Power Users to support teams during and post the Go-Live launch . • Train and certify Passport Certified Instructors to support teams where the best learning solution is the in-person experience during and post the Go-Live launch . Over 95% of imp lementa tions are done remotely and Passport is extremely experienced in providing remote implementation and support for municipalities of all sizes. However, Passport is happy to offer on-s ite training as requested. Should this occur, the City will cover Passport's $895 daily fee plus travel and lodg ing costs. assport Cli rrt succ~ss Center Passport provides an online Client Success Center for City staff to leverage on-demand 24n /365. This houses all mobility solution(s) procedure manuals along with best practices and how-to videos. summary Passport offers a comprehensive learning package to ensure City staff is educated and equipped to perform their roles successfully. Training is designed with the learner in mind and has built-in flexibi lity to account for different learn ing styles, roles, time constraints, and products, setting the learner up for success. With the Passport solution, the learning package ensures City staff can address m i nor hardware maintenance, appropriately handle operational issues , and use the software with ease. ROLE BASED TRAINING i1 Passport pass porti nc.co m rfo@passportinc com 2020 Pa ss port La bs , In c ■ 1 I 65 242 Passport provides a comprehensive learning program that focuses on how each functiona l ro le uti lizes the specific Passport mobility so l ution(s). The goa l is to increase the overall speed -to -proficiency of l earners for the benefit of the City's overall productivity as an organization . Passport w ill work directly with the City to refine and personalize Passport's current program curricu lu m t o create t he best le arning experience for City staff. To do this, Passport's le arn i ng program addresses three key knowledge inflection points for the City : A. Know led ge Readiness to perform User Acceptance Testi ng (UAT) B. Know le dge Readiness to GO-LIVE C. Knowledge Readiness to support Business as Usua l (BAU) operations anticipating new hires, functiona l ro le changes and/or promotions P.. User Accepta n ce Testing B. GO-LIVE C. Business as Usual (UATI I n-Person, Virtual and/or In-Person, Virtual and/or Passport Client Success On-Site training by Passport On-Site training by Passport Center for on line proced ure for: for: manua l access. • Key staff executing the • Specia lty roles (audit, In-Person On-Site training testing for each area of the accounting, management} by the City's Passport City Certified Instructors: • Creating Passport Certified Instructors -key staff that will • Management, admins & train and/or certify the back-office, IT, and larger groups of staff for accounting staff Go-Live read iness where in-person training is needed Available: Annual re-certificat io n of City • Creating Passport Passport Certified PowerUsers -key staff who Instructors are the internal experts in the use of Passport so l utions NOTE: Roles and approaches can oe adjusred based upon the City's guidance; Below is an example of how training can be broken out for specific functions. Function Management IT Team Accoun t ing i1 Passport Program Description Provides leaders and midd le management w ith the skills and knowl edge to leverage Passport's information so lution set for the improvement of operations. Provides IT profess ionals with an understand ing of the Passport system and how it is maintained and supported . Provides finance professiona ls with the passportinc.corn rfp@passaort1nc com 2020 Passport Labs , I nc Delivery Methods Virtua l instructor led de l ivery with se lf-study Virtua l instructor led and In-person delivery Virtua l instructor led ■1 I 66 243 knowledge and skills to effectively and delivery with se lf-study efficiently utilize Passport's system to support daily, weekly, monthly, and annual accounting routines . Admin & Backoffice Provides administrative professionals with the Virtua l instructor led knowledge to use the Passport system to delivery with self-study support reporting and general inquiries. Deployment The vendor must provide examples of deployment plans with other clients that include the following: • Development schedule. romp l • Testing schedule . Campi• • Roll out schedule. Comp ly • Marketing schedule. c, mpl • Training schedule. ((')mp lv The participant must provide a tentative deployment schedule for NCPA that includes all services. ~ on p ly The Implementation of Passport's products will be driven by the Client Implementations team . The Client Implementations team is made up of Project Managers and Implementation Consultants, whose sole responsibility is to quickly and efficiently launch products for cl ients. During the i mplementation process, a Client Success representative will also be monitoring the project so as to be ready to take over after product launch. The Client Success team, along with Support Services, will be the main contacts for the City from the point of launch through the entirety of the contract. During the Contracting phase , prior to Implementation, the Solutions Engineering team will work closely with the City to build the Solutions Design Workbook (SDW) and the Scope of Work (SOW). The SDW is used to gather all current parking regulations the City currently has in place (i.e. rates , t ime limits etc.) and the SOW is mutually agreed upon document laying out all the functionality to be provided via Passport's products and services as well as any custom configurations or Integrations that will be implemented with the project. The details of the requested product and its features will be expressly documented and agreed upon between both parties w ithin the SDW . The signed and completed SDW and SOW will be handed to the Cl ie nt Implementations team to be used as the foundation of the Implementation. Department Team Member Responsibility i1 Passport Solutions Engineer pass portinc.com ifo@oassport1nc wro 2020 Passport Labs, Inc Works with City duri ng the Contract ing phase to build the SOW & SOW which w ill outline exactly what the City will and will not be receiving from Passport. •1 I 67 244 Project Manager . ·--~ - Works directly w ith the City and its stakeho lders. Deve lops a tailored Project Plan outl i n ing mi lestones , deliverab l es, rol es , and responsibilities of key internal and externa l stakeho lders . 'l lttl•l · 111..1 1.,-;1wu1 1 .,..,..,._ _______________________________ ..,. . ! ., --... . ·•. - Impl ementation Consu ltant Cl ien t Success 11 Representative/Manager ' Systems Ana lyst Manages the technica l aspects of the project in cluding build ing rates , fntegratlons, system testing, and configuration . Avai l ab le to the City from the point of contract execut ion to expiration ; provides conti nued support post-launch. Determ in ing root-cause software flaws through case i ntake and research and devel oping technica l so l utions to improve product functionality for customer operations. Passport has deve l oped an imp lementation process that has successfully launched Passport's Mobile Payment for Park i ng so l ution in more than 5,000 locations in a time ly manner. To keep the process lean , Passport maintains active integrations with 30 + software prov iders in the parking, enforcement, and transit industries as well as 15 major merchant processors . Passport des igned its imp lementation process to be dynamic and flexib l e, whi le still maintaining qua l ity. The impl ementation process will be sp l it into four phases : Setu p, Marketing, Training and Launch, with a fifth phase happening pre -imp lementation during the Contracti ng phase: Disc ove ry . •• lmplePmh entation Key Milestones Parties Involved Deliverables ases i ! Passport Pre-Implementation • Comp le te Scope of Work • Comp l ete So l utions Design Workbook • Client • So l utions Engineer • Sa l es Rep Imp lementation • Kick-Off Meeting • Sharing of necessary information • Build-out of parking environment • Review Marking Package • Manufacturing of signage/decals passportinc.com rfo@oassportlnc com 2020 Passport Labs , Inc • Client • Project Manager • Implementation Consu l tant • Sa l es Rep • Client • Project Manager • Marketing/ Design • Scope of Work (SOW) • So lu tions Design Workbook (SOW) • Project Pl an • Merchant Processing App lication* • Signage Best Practices • Marketing Package • Signs & Deca l s • Press Re lease* ■ 1 I _ 68 245 .., • Testing of parking • Client • How-to Guides environment • Project Manager • Recorded training ~ ~ :11 ~u 1 ■: • Ho l d all necessary • Imple mentation sessions 1 ■.-:1 l••••l.;-f training sessions Consu ltant ~ I I • Signing of System • Client • System Setup Approva l Setup Approval Form • Project Manager Form -~ • Hand-off to Client • Client Success Rep • Hand-Off meeting ... , Success & Support t Services IMPL EMENTATION PHASE BREAKD OWN: The Discovery Phase w il l take pl ace throughout Contracting prior to kicking off the project. During this phase, Passport's So l utions Engineers will work with the cl ient to bui l d the Scope of Work document along with the So l ution Design Workbook. These documents, along with the contract itse lf, will be handed off to the Service De l ivery team. Key Mil estones: 1 . SDW and SOW a. Merchant Processing detai ls b. System configuration detai ls c. Call out all Integrations required d. Financia l documents (W-9, Tax Exempt. AC H) SETUP The Client I mp lementations team w i ll use the aforementioned SDW & SOW to begin setting up the client's parking environment within the back-office system . During this phase, constant communication will be required by both parties to ensure the Project Manager & I mp lementation Consu ltant have all of the i nformation necessary to comp lete the Setup. Key Milesto nes: 1. Setup Merchant Processing based on provided credentia ls 2. Configure Operator settings and priv il eges 3. Configure all rates/zones/users 4. Set up Integrations based on SOW & SOW If necessary, a member of our Marketi ng team w ill work with the client to deve lop a Marketing Package that can be used across various medi ums to inform l oca l citizens about the coming improvements. Passport al so provides comp limentary branded signs and deca ls for new app launches. Signs are typically 12" x 18" in size, but can be customized to suit the client's needs . Deca l s vary in size based upon the make/mode l and avai l ab le space for each meter and paystation . i ! Passport pass portinc.com rt;o@oassportinc com 2020 Passport Labs, Inc ■ 1 I 69 246 Key Milestones: 1. Review Marketing Package 2. Approva l and manufacturing of signs & deca ls (4-5 weeks) 3. Approva l of the Press Re l ease (if appl icab le) 4. All signs & deca ls are insta ll ed by the Cl ient prior to launch Once the Setup is complete and the client's parking env i ronment is built, the Project Manager and Imp lementation Consu ltant will schedu l e training sessions with project stakeho l ders. Key M il esto nes: 1. Client and Passport perform testing of client's parking environment 2. Remote training is he ld between client and Project Manager via video and/or aud io conference During Launch, the Project Manager will move the client's parking environment from a non -production to production environment, the hand -off to Cl ient Success takes place and any agreed upon Marking materia l s will be pub lished . Passport wil l not l aunch any product without the written approva l of the client, which comes in the form of the System Setup Approva l Form . Key M ilesto ne s 1. Signing of System Setup Approva l Form via DocuSign 2. Officia l Hand -Off meeting to Cl ient Success and Support Serv ices Example Proj ct Time/in : i1 Passport pass portinc.com rfo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 7 0 247 *Please note all timelines are subject to change based on project complexity and agreed upon changes to scope . Additional Integrated Services The vendor must incorporate additional integrated services and pricing to their proposal, including but not limited to: • Digital virtual permit management system for monthly, residential, visitor and other parking related permits o The whole life cycle of a permit must be automated. romply o Registration, application, {auto renewal) payments, approval {if applicable), and issuance must be performed online. Comp ly. o Permits can be assigned to the vehicle's license plate number, send to the permit holder's smart phone or other mobile device or printed at home. Co ply o Online personal account for permit holder to update information and manage their account. Cor,,p ly o Waiting list and mass email functionality. Co ply. Passport's digita l permitting solution was created to go hand-in-hand with Passport Parking and Enforcement, as an answer to the same question : how can Passport best serve munic i palities in fu lfilling tota l parking management? Adding Passport's digita l permitting solution to the City's existing parking techno logy suite will he l p lessen overhead costs, i ! Passport pass portinc.com rfp@oassoortinc com 2020 Passport Labs, Inc ■ 1 I _ 7 1 248 reduce waste, and allow for seam less management of a nuanced City pe r m itti ng program . Passport's digita l permitting so lution all ows applicants to app ly and pay for permits online, which wi ll then be t ied to the i r license plate numbers and will take effect immediately or following verification by the City. As perm its are tied to LPNs , enforc i ng perm itt1ng is exact ly the same as enfo r cing metered parking in an LPN -based envi ronment. Passpo rt's permitti ng so l ution successfully powers over SO comp l ex perm itting systems , including the New York City Hous i ng Authority, demonstrating Passport's comm itment to its product and abi l ity to accommodate and sca le to meet the needs of its many diverse cl ients. Regard l ess of the comp l exity of the environment, the application process will remain i ntuitive for t he user and all data w i ll be easily access i b le and manipu l ated for the City's exact needs. CUSTOMER PORTAL The City will receive a clean , user-friend ly website where customers can eas i ly app ly for, purchase, renew, and manage all permits . The Customer Porta l will be comp lete ly branded to the City, with co l ors and logos , configured with client-specific permit types, permit cycles, and permiss ions . The web -based porta l can be l i nked from the City's ex isting webs ite . This site can be reached by any modern browser and is mob i le optimized for access by any smartphone . Through this site, customers can reg ister for an account in un der 1 minute. T o reg ister for an account, the app licant will enter their emai l address. Once entered, Passport's system will automat ically generate a verification code that is sent to their emai l address . The applicant will need to ente r and verify t heir PI N number t o fi nish creating their account. Once verified , the app l icant w i ll be ab le to login using their credentia ls to app ly or renew thei r permits in the future . i1 Passport pass porti nc .co rn rfo@oassport1nc cqm 2020 Pa ssp ort La bs, I nc •1 I 72 249 (J) To register for an account select "Sign Up" and then follow the screen promp to ente r and verify a phone number or email address. Once verified, create a PIN and start an application . Select Permit S~ fot Your ~cownr ,....,.....,. Cr PIN fo, You, Auounl ..... ·- ~-·· ...... -...... - I nt.. I - Applicants will have a pre-populated selection of permit types based on the City's environment, which the City will define during implementation . Proof of Residence If verification of status (residential, employee, etc.) is required to purchase a permit, the system can be configured to require documentation. The permit applicant will drag and drop the appropriate files to be uploaded to their application. The application will be sent to the approval queue, where a City administrator will be required to view, verify, and confirm the documentation. Once approved , the permit applicant will be charged for the permit and will receive a confirmation email including a billing receipt. Address Validation Passport can ma i ntain a backend repository of valid residential addresses, provided by the City. As applicants input their address online, the system will enact workflows that validate these addresses against this file. This allows the system to enact address-based limitations i ! Passport passportinc.com rfo@passportinc com 2020 Passport Labs, Inc •1 I 73 250 which automatically supp l ement in enforcing eligibility through document submission and verification . Vi I icfe Information Once the specifics of the permit have been detai l ed , the permit app licant will input their vehicle i nformation. The permit will be linked to the vehicle's LPN, but to avoid fraudu lent activities, such as sharing a l icense plate, Passport wi ll also ask for the vehic le make , mode l, state of reg istration, and co l or. Passport's dig ita l perm itti ng so l ution can be configured to allow mu lt ip le vehicles to use the same permit. •Drop ~/es o ( I • Application Summary Follow ing address va l idation, the permit app l icant w i ll be brought to an app l icat ion summary page . Th is page will outl i ne all permit detai ls and the fees associated with the permit. Fees wi ll appear as separate line items for the permit itse lf and credit card processing fees. The permit app l icant wi ll enter al l re levant payment credentia ls in order to comp lete the purchase. The permit app l icant can manage their stored payment methods at any time w ithin the Customer Porta l. Fo r security purposes, on ly a 4-digit tai l will be visib le, and the app l icant wi ll not be ab l e to edit the credi t card number, but may de l ete cards and add new ones as necessary. Subsequent Applications If the perm it appl icant al ready has an exist i ng permit and wou l d li ke to add a second permit or r enew their existing permit, they wil l v isit the same Customer Portal, either through the City's parking website or by visit ing the site directly. The permit app l icant w ill log in us i ng i! Passport passportinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 74 251 their emai l address and PI N. Once l ogged in, they will have a view of all current permits w ith the options to renew, manage, change, or add a new permit. PERMITTING FEATURES Eligb/1/ y Many permits require that the app l icant prove a particu l ar status: resident, emp l oyee, student, etc. In order to accommodate this, Passport's digita l permitting so l ution can be configured to require applicants to up load documentation proving their status. The City can set a base l ine requirement of the number and/or type of documents that may be up loaded with the app l ication to demonstrate the app licant's status . Once up loaded, the documents w ill be avai lab le for approva l and an email will be sent to the appropriate administrator for review. The City adm i nistrator w ill then go through each application in the approva l queue verifying the documentat ion and the status of the app l icant. Approva ls may be done individually or in bu lk, once the documentation has been verified. Once approved , the app l icant will receive an emai l directing them to l og i n to their account, find their "inactive" permit, and comp lete the purchase. u/ ;.vehicl P mi The digita l permitting so l ution allows permit app licants t o add mu ltip le vehicles to their account, where pe r mitted by the Clty. The vehicle LPNs will appear In the citation management system as a va l id perm it and those vehi cl es will not rece ive a citation . This has the potentia l to all ow both vehicles to park l egally within the same zone using the same permit. Fraud Pr ntion All permits will be tied to the veh icle's LPN, el iminating the possibility of photocopying, or otherwise creating a fake hang tag or deca l. Additionally, when app lying for a permit, the City may require supporting documentation to estab l ish the applicant's status as a resident or empl oyee. If documentation is required, the City will have comp lete discretion as to the va lidity of that documentation . Prorated ermits Passport's so l ution allows for prorated payments based on the City's billing periods . For instance, if the permit b i lling per iod is one month and an app l icant is approved for purchase on the 13th of the month, the applican will on ly be billed for the remaining 17 days of the month . imits Passport's digita l permitting so l ution allows cities to limit the number of permits issued within specific parameters . Generally, permits may be l imited by the number of permits that may be issued in a given type, cycle, or zone. Permit types include residentia l, visitor, empl oyee, etc., whereas cycle refers to the duration of the permit's va l idity, and zone re lates to the physica l boundaries of the perm it area . Once the City sets and reaches a l imit, a waitlist wil l be created. Perm it limits can also be manually overr idden for specific use cases, such as government vehicles . A specific use case tha t many cities identified, and Passport now offers, is the abi lity to l imit the number of permits that each househo ld may purchase. Particu larly he l pful with residentia l and vis itor perm its, this feature norma lizes each address during the app l ication process into a standard format. With this formatting, if more than a set number of permits i1 Passport p assportinc.com ifo@oassport1nc, com 2020 Passport Labs , Inc •1 I 75 252 originate from a single address, that applicant will be prohibited from purchasing any additiona l permits for a set period of time. The number of permits and the time frame (per month, per year, etc.) are all configurab le by the City to meet its specific needs . P r qui i e Passport is ab le to bui ld prerequisites into permit types so that an applicant may not app ly for a permit unti l they have fu lfilled a separate requirement. For instance, with visitor permits, Passport's so l ution can require that visitor permit app l icants have a va l id residentia l permit in order to comp lete their purchase. The system will automatically imp lement these prerequis ites, removing the need for interaction or verification by City staff. With these dependencies in place, the City can have fu ll confidence that on ly va lid app li cants are receiving certain permits. Ra Ov rricJ s Passport's digita l permitting so l ution makes it easy for the City to adjust pricing i n accordance with demand. This feature is app l icab le anywhere where a permit type has simi lar ru les re lated to cycle, duration, and proration, but has different price points throughout the City. Once the permit is set up in accordance with City ru l es, Passport can then override the price in specific zones. This will allow the City to maintain a clean application process with on ly a sing le perm1t type but adjust the pricing in areas with higher demand or which are otherwi se more desirab le. n ·10n$ Passport can facilitate permit extensions in two different ways, depending on the needs of the City . The first option maintains the same permit number from month to month and mere ly updates the ''Valid Until" date upon approva l of another charge (add itionally, the permit ho lder can opt Into auto-extens i ons). These simp le extensions give the permit ho l der the most flexibility, all owing them to approve the extension up to 7 days before the permit's expiration date. The second option is a renewa l. Renewa ls are most often used when the City requires approval to receive a permit. The permit app l icant will be required to log in to the customer porta l, (a lso up to 7 days before expiration, if desired by the City) and reapp ly for the permit. All pertinent information from the previous permit app lication will be carried over to the new application and the application will f low to the back -office Approva l Queue until it has been approved by the City. Both extensions and renewals will appear in the permit ho lder's ''Trai l.n PASSPORT DIGITAL PERMIT BACK OFFICE All Passport products are accompanied by a back office which, from a permitting perspective, will allow the City to manage the entire permitting environment including adjusting permitting rates, approving app lications, reconci l ing accounts, reporting, and automatically mai ling renewa l notices . Once permit app licants create an account, provide all necessary information, up l o~d any required verification documents, and pay for the permit, the information will flow fn rea l time to the back office where administrators can use the Permit Approva l Queue to manage all renewals and new permit app l ications for all permit types . The porta l is also able to accommodate wait lists with automatic updates, notifications, and permit renewa ls. Passport's digita l permitting so l ution offers extensive configuration to meet City permitting needs and reflect the community using its permitted faci l ities. Within the back office, City i1 Passport passportinc.corn rfo@oassport1nc rom 2020 Passport Labs, I nc ■1 I 76 253 staff can establish permit types (e.g. customer, staff, visitor), cycles (e.g. month ly, annua l), zones, pricing, and any City prerequisites or limits to purchasing perm its. Permit configurations are defined and executed during implementation with the option for l ater edits by a main administrator, as needed. P r Walt/I In The City can estab lish limits for each permit type or zone, each with an associated waitlist. Passport's digita l permitting so lution allows the City to automate its permit waitlls t, while sti ll leaving critica l functions under City control. To set up a waitl ist, the City will set a limit to the number of pe rmits that may be purchased, which can be based on the permit type or zone. Once the limit is hit, a perm it app l icant can still comp l ete their app l icatlon , but instead of receiving a permit, they will be alerted of "No Avai lability" and that they were added to a waitl ist. This waitl ist can also be configured t o show the app licant their status on the wa itlist. Once a permit becomes available, the next eligib l e app l icant on the l ist will be sent an emai l informing them to log onto their account to complete purchase. The City may contro l the l ength of time the app l icant has to comp lete purchase before lo sing their waitlist opportunity. If the appl icant fails to comp lete purchase in that time, they will be bumped to the bottom of the waitlist. Further, the permit back office allows permits to be manually deactivated by City staff. Deactivation of a permit for which a waitlist exists, will free up a space on the wait list for the next el igib l e app li cant. • Central database repository for aggregated parking data (ana lysis), central enforcement and integration of several pa rking methods and technologies, such as but not limited to: o Mobile payments for parking system . omplv. o Pay by plate (multi space meter). Com 1-l y. o Digi ta l permit management system . on p fv , o Enforcement m plv All Passport products are accompanied by a comprehensive back office which will allow the City to manage parking operations. The back office will be the Citys data hub, aggregating da ta from all front end interfaces (mobile application, meter integrati ons, digita l permits, citation management and payment porta l,etc.), which is accessible in real-time for ana lytics. The back office will be avai lab l e at all times via any modern web browser, without the requirement of l icenses or software down loa ds. Driving the back office is a cloud-based software i nfrastructure that allows a variety of systems to communicate and coordinate through a set of standardized app l ication programming interfaces, or AP l s, in real-time. Passport's system has been designed for the future, with abi l ity to directly integrate with advanced systems that the City may consider in the future i ncluding sensors, additiona l parking applications and other third-party parking vendors, as well as new and emerging modes of transportation such as micro-mobility services (e -scooters) and ride hai l ing systems. An important feature of Passport's system is extensibi l ity. The City Is able to add any Internet-connected system that aligns with Pa$Sport's public APls, to share curbside policy, collect revenue, and generate insights from the data that the system aggregates. Th is capability gives the City unprecedented visibili ty into its operation, as well as the abi l ity to add or remove techno lo gies without undue burden or cost. Extensibi l ity also means that the City will be well-positioned to dramatically increase transparency and visibi lity into its operations across the organization and with the pub l ic. i1 Passport pass porti nc .com ifo@oassport1nc cgm 2020 Pa ssp ort La bs , In c •1 I 77 254 HR ,Coun ,& Flnanc al Systems mmob,l ization Moblle LPR Po rtal ii Passport OM V & Collectio ns Mob le Payments Enforce m ent Handhel d CJ -Patl<ln Meters Varia ble Message Sign By implementi ng the enterprise suite of Passport products, the City wi ll not only have a si ngle backend system for its use, but it will be able to release a single front-end application to handle parking payments, permit applications, and paying for citations . Th is single source application will allow the parker to use the same tokenized and stored payment method to pay for permits and citations as it does to pay for parking. The data stored with in the back office will be accessible for real-ti me reporting, on which the City can analyze and draw insights to inform park i ng changes and innovate technology. • Access for mobile payment users to gated parking facilities via: o QR Code, either via scanning within a mobile app or scanning at the gate. Non-Comp ly . o Near Field Communication (NFC). Non-Cor p ly. o RFID or Proximity Cards. Non -Com ply o License Plate Recognition (LPR). Non-Comp ly. Passport is not currently providing QR code, NFC, RFID, or LPR technology for mobile payments users at gated facilities . On previous bu ilds of its application, Passport has found that these functionalities do not add tremendous value for either the parker or parking operator and therefore were deprioritized for future releases. However, Passport is an i ntegration expert with dozens of active i ntegrations as well as publ ic APls . Passport can work with the City to scope such integrations should they be necessary to the solution . • Electrical Vehicle Charging. Non -Comp ly Passport does not have features to manage those parking while using EV charges . Passport is a software based company, and is open to discussing any integrations wi t h an EV charger management organ izat i on. i ! Passport pas sp ortinc.com r:fp@oassoortlnc com 2020 Pa ssport Labs , Inc •1 I 78 255 • Event permit system, either via mobile payments for parking syst em (temporary eve nt rate override of reg ular parking rates) . .:')fl pl Passport empowers its clients with full rate management through comp l ete visfbi lity into rate structures, the abi l ity to override them for events, and the ability to create new rates with the assistance of Passport's product experts . For comp l icated rate changes and configuration, clients are ab l e to reach out to Passport's Product Support, who will provide the City with an estimated comp letion date and updates throughout the process . The following examp l es demonstrate some of the rate configuration capabilities utllized by Passport clients : • M ultipl e Time Limits/Day: Passport can easily accommodate mu ltip le time limits in a given day. Rate Chains can be for as short as a minute or as l ong as a day, given the regu l ations on that blockface . This allows Passport to configure the most comp lex rates, including mu ltip l e time limits in a day, increasing rates, and prorated rates . Additionally, with Passport Park ng, the parker will be ab le to clearly see the change in rates based on the time of day. • Event Ra t es: The City can create event rates, which will override existing rates, to easi ly accommodate specia l events and capture additiona l revenue. The event rate se lects a particu lar zone with a specific start and end time and rate start time. The City will also have access to an Event Summary Report, which will show the revenue captured from events within a specific time frame, the number of transactions, and deeper dives into individua l event details. • Holiday Rates : Passport can accommodate ho liday parking through either free parking, custom rates, or through parking restrictions which will be set up during imp lementation. Once rate changes or parking restrictions based on a particu lar event or ho liday are put into place, Passport offers zone notifications that can be configured for a specific time period which will al ert users when they enter an app l icab le zone . • Fre e Parking: Zones and rates can be configured to allow parkers to prepay for parking in areas that have free parking for part of the day. For examp le, if the City starts charging for parking at 10:00am and a parker parks at 9:30am, the parke r wi ll have a window of free parking prior to paid parking hours. Passport allows this parker to start their session, but the first 30 minutes wou ld be free and the payment wou ld on ly be app l ied for any time after 1 0:O0am . Passport's so l ution consolidates the maintenance of park i ng zones, rate information, and payments in one system to he l p cities gain more contro l over their curb. Passport's system is composed of pub l ic AP l s which un l ock the ability for clients to maintain and update multip le parking payment options without the hass le of working in mu ltip l e systems of record . • I ntegra t ion s with all m aj or meter equ ip ment, ticket software a ppli catio ns and sens or t echnology provid ers. Comply Passport currently has hundreds of live integrations with re lated provide r s and uti l izes open App lication Programming Interfaces (AP l s) for easier future integrations with the i ntent to fully connect its clients' ecosystems . Across this diverse client base, passport has integrated with a number of citation management systems as well as permit and parking meter systems in order to provide cohesiveness across clients' entire parking ecosystems. Passport in tegrates w ith dozens of i ndustry-leading sing le-space and mu lti -space meters providers i n order to support the most informed citation issuance for enforcement officers. i1 Passport pass portinc.corn ifo@oassaort1nc rom 2020 Passport La bs , Inc ■1 I 79 256 Passport integrates with all major meter prov iders in the industry including IPS, Digita l Luke II, Flowbird (CALE/Parkeon}, MacKay, P0M, among many others. These ticketing i ntegrations receive parking sessions from the meters which are pushed into Passport's system for enforcement using 0psMan Mobi le. If the City has a different enforcement provider, Passport will work with that provider to de l iver a seam lessly integrated experience . Passport's existing enforcement integrations include IPS, T2 Digital Iris, Duncan/Civic Smart, Data Ticket, Conduent, UPSafety, AI MS, and Gtechna to name a few. If parking enforcement officers are not all equ i pped w it h an internet-connected issuance device, Passport w ill provide the Oty w ith its Monitoring feature, which tracks all active parking sessions and is avai lab l e via any Android dev ice . Pl ease see the lnt~grot1011 s sect ion above for additional detai ls. i1 Passport passportinc.com rfo@passportinc,com 2020 Pa ssport Labs , Inc ■ 1 I _ 80 257 AB 8 -VALUE ADDED PRODUCTS A D SERVICES Include any additiona l products and/or services avai lab le that vendor currently performs in their norma l course of business that is not included in the sc ope of the solicitation that you think will enhance and add va l ue to this contract for Region 14 ESC and all NCPA participating entities. Passport is the Operati ng Sys t em that enab les city leaders to manage veh icle i nteractions w ith st r eets and sidewa lks. Si nce its found i ng in 2010, Passport has been help i ng clients tackl e comp lex challenges with its advanced techno logy, powerhouse support t eam, adhe r ence to secur ity, and comm itment to growth and sca labi l ity alongside its clients' changing needs. These areas of expertise al ong w ith the experience noted be l ow will not on ly enab le the City to support m ult i pl e mobile payment app l icat ions simu ltaneous ly, but effect ive ly manage the interactions of all modes of transportation to create more l ivab le and equitabl e communities . Passport's Evolution to an Operating System I began I h the or1glnal private lab I ... In 2013 Passport pioneered the original private l abe l app l ication i n t he parking indust ry . Over t he last decade, Passport has become t he industry's lead i ng mobi le paymen t s provider, affording commun ities t he most effective way t o contro l park i ng operations, regard less of size or nuance . ParkCh'1cago Passport gained considerab l e know ledge and experience from imp lementing its mobil e app l icat ion in some of the largest and Moo le aymen, to , Stractl'ark ng most comp lex parki ng environments across North America , starting with t he City of Chicago (ParkChicago), and continu ing on to i nclude Toronto, ON, Omaha, NE, Detroit, Ml and Portl and, OR, among many others. Passport gained an understanding of the landscape of par ki ng operat ions and mob il ity challenges on a national leve l and was able to use t his experience to lay the groundwork for fu t ure innovation . Pas port's inte ration x ertis Jo/lowed, .. Over the last 10 years , Passport has engineered and evo lved its platform architecture to support a mu lt itude of ra t es, ru les , i ntegrations , and payments . Passport bri ngs unmatched expertise for rate management and has been ab le to implement comp lex and variab le rate con fi gurations to support the needs of its cl ient base . By focusing on clients and crowdsourcing best practices, Passport has gained inva l uab le business intelligence to power its so l ution across all parking environments . Passpo rt's exper ience has empowered the company to become an integration leader, integrating wi t h the park i ng industry's b iggest p layers includ i ng other mobi le payment app l ications, digita l pay stations, mu lt i and si ng le-space meters, enforcement and citation management sys t ems , l icense plate recognition techno l og ies, and more . This connectivity has not on ly provided comprehensive so l utions and ease of managemen t to cl ients , but has so lid ified Passport's understanding of i ndustry needs and how parking ecosystems interconnect. With th is foundation , Passport bui lt standard, pub l ic AP ls that enab le cities to i ncorporate other systems into their parking environments with the Passport so l ution. Passport takes a standard ized approach to its AP ls, by ma i ntaining proper documenta ti on and all owing pub l ic access through distributed AP I keys . Th is approach makes it simp le for cl ients to add new and emerging techno l ogies t o its ecosystem w ith l ittl e to no effort. Through t he deve lopment of these AP l s, Passport confirmed its commitment to de l iveri ng innova ti ve techno logy that enab les commun ities to rema i n connected wh ile i ncreasing convenience, efficiency, and comp l iance both today and tomorrow. i ! Passpor t pas sportinc.com r(o@oassportlnc com 2020 Pa ssport Labs , Inc ■ 1 I 88 258 Then Che mobility i dustry began to shift .. Society has become accustomed to digita l experiences and many peop l e expect and prefer them . Whether checking in for a flight, ordering a pizza, or paying to park -digita l methods are the way peop l e interact for services. As the world trans itions to digita l so l utions, th is causes a fundamenta l shift in how payment systems are enacted in pub l ic spaces. As an industry leader committed to innovation, Passport is tirel ess ly working to de l iver d igita l experiences that are better, easier, and future-proofed, enab l ing Passport to adapt, grow and sca l e al ongside its client partners . 1930's 1980's 2000 's Today Many communities, especia ll y those like the City, incorporat e severa l neighborhoods and accommodate thousands of citizens, parkers, and commuters on a daily basis . As areas become denser and deve lop more comp lex mobility ecosystems, it is imperative that so lutions are enacted that can manage the streets and sidewa l ks. Passport has deve loped an Operating System that wi ll put the City i n contro l of simp l ifying operations --removing comp lexity from managing mu ltip le payment methods and providing a sing le backend system to house ru les, rates, and restrictions for the parking environment. With Passport, enab ling parking payments, increasing parking compliance, and incorporati ng fnnovation is simp l e. This industry sh ift is happening in communities around the country and around the world, but the change has not been overnight. Whi l e this trend is seeing more and more nationwide recogn ition in the past severa l months, Passport has spent significant time and resources over the past severa l years researching and understanding the comp l ex mobi l ity challenges that municipalities face every day, including studying and working with key p layers from Nationa l Parkeer Register (NPR) in the Netherlands where mu lti -tenancy methods were successfully executed on a nationa l sca l e. Passporc debu s Its Opera Ing system ... Passport's tenure as a company has un i que ly prepared it to become a true end -to-end parking management so l ution . By creating and revamping techno logy, absorbing client feedback , and studying industry trends, Passport has been ab l e to create an Operating System that will allow cities to effective ly manage mu ltip le mobi l e payment app l ications at once . The Passport Operating System reduces operationa l comp lexity by housing all ru l es, rates, and restr ictions in a centra l ized porta l which u ltimate ly contro ls the entire parking environment us ing pub l ic and standardized AP ls. This i! Passport pass portinc.com ifo@passportlnc com 2020 Passport Labs , I nc ■ 1 I 89 259 means that cities can imp lement changes (e .g. rate change, zone cl osure, etc.) that wi ll update universally across all integrated vendors, instead of working in si los to edit each individua l app lication . In addit ion to programming the rates and po li cies by which approved partner app lications will abide, the Passport Operating System wi ll also aggregate transaction data across all connected vendors, empowering the City to gain insights into an entire operation. This setup empowers cities to boost payment comp liance for parking, further digitize the parking environment, future-proof for upcoming innovations, and improve the overall user experience . Passport's system has supported the concept of mu lti-a pp functionality for numerous years and has now begun the process of offering third -party app lication entry into environments controlled by the Passport Operating System. Severa l of the nati on's largest cities are already offering this to their parkers today. The Passport Operating System will provide unmatched benefits and convenience for both City stakeho lders and the community of citizens and visitors that they are serving. Using the Passport Operating System, the City can re ly on the system as a "sing le source of truth" to offe r mu ltl ple parking payment options throughout their community. Park i ng ru les, rates, and restrictions are maintained In this system which will be accessed by approved vendors through Passport's standard and public AP ls. This ensures that regard less of which application a customer uses to park, that the same data will be received that is consistent with City business ru les. The Passport Operat ing System will also he lp City customers by creating a more enjoyab le env ironment for peop le moving about the city. Peop le expect a friction less, secure , and r eliab le experience as they transact in their communities. Passport's system will provide extraordinary customer convenience by allowing customers to choose any (authorized) partner/application to move in and out of cities such as wayfinding applications, in -dash systems within their connected vehicles, popu lar retail and lifestyle app lications, or tradit iona l parking apps --many of which are l ike ly already down loaded onto their phones . i1 Passport pass portinc.corn ifo@oassaort1nc rom 2020 Pa ssport La bs, I nc ■1 I 90 260 A PI Acee• Busi ness Ru les &Loiic Str t ck Decl,lc,n M •kinc Passport Operating System Futu r e-proof pl atform that drives an ecosystem of i nnovation Parking Apps Oo livory P~rm itS & Mtcro & ope1.1Uct\l:'. SQrVIC@~ m obility Ill 0 Implementing An Open Ecosystem For Parking By centra l izing all critica l functiona l ity into a sing le system --comprised of zone management, rates ca lc ulations, ru les and restrictions logic, transaction data f lows, and payments --the Passport Operating System wi ll allow the City to offer mu ltipl e payment options to end users with no additiona l operationa l overhead. Passport has opened its AP ls to be pub l ic, which mu ltip le approved vendors can access in order to provide parking payments native ly in their app lications. Passport's techno logy enab les the City to accept payments from non -parking app li cations as well, un l ike other so l utions in the market. This distinction makes paying for parking a part of daily life instead of a standa lone, dedicated experience. As parking sessions are i nitiate d, Passport's system w ill conso lidate all transaction data into its back end so that the City can monitor, manage, and ana lyze the parking environment ho listically. Passport understands the comp lexities of the parking industry and recognizes that one payment provider cannot address the needs of all municipal ities, parking operators, and their users. The industry is qu ick ly moving to an 'open payments' env ironment, where end users have mu ltipl e ways to pay, including via Passport's app as well as through competitor apps. Bearing that in mind, Passport encourages the City to support mu ltip le payment faci l itators so that paying for parking is as pain less and convenient for parkers as possib l e, allowing them to potentially l everage apps they al ready use regu larly. The Passport Operating System not on ly supports open parking payment ecosystems, but provides publ ic AP ls that enab l e them to be successfu l . Any integrated partner can faci l ita t e parking payments direct ly within their native user interface through a sing l e integration with Passport's back-end system which houses the City's zone and po licy data. These integrated partners will not on ly access this data to pu ll the correct information to transact parking sessions, but will also feed i ! Passport pass porti nc .co m rfp@passportinc com 2020 Pa ssp ort La bs, In c •1 I 91 261 their data directly back into Passport's system , which will then be ava ilable to the City for real -time enforcement and management operations . Highlighted below are some of the other powerful benefits the City can receive from imp lementing the Passport Operating System : Secur lntegra eel Paymenr In addition to consolidating the maintenance of parking zones and rate information to he lp cit ies gain more co ntrol over their curb, the operating system comes integrated with Passport Payments, eliminating the need for third -p arty gateways and non-integrated merchant processors, as well as the cost, confusion, and hassles associated with them. As the City's payments partner, Passport can help lowe r processing costs through its negotiated credit and debit card rates in the parki ng segment. Passport has negotiated specific pricing with each of the major crediUdebit card providers due to the hundreds of millions of dollars it processes on an annua l basis. Passport is then able to pass these reduced costs onto the City as well as providing faster access to its funds with daily settlement. Passport Payments also ensures the highest level of security through the use of an advanced tokenlzation system that removes sensitive card details from Passport's processing environment. Passport is a registered, full-service merchant services prov ider, and is Level 1 PCI-DSS certified. Dynamic parring Passport's back office reporting empowers the City to keep a pulse on all third-party compan ies facilitating payments in the City's environment. The City will be equipped with the tools it needs to report on and manage all parking transactions generated on the Passport Operating System, regardless of whether the transaction was generated via Passport Parking or a third-party application. For additional information on reporting capabi l ities please see the Mult1-Source Reporting section below. E pansive lntegrotlon Pa ssport is an integration expert, connecting with techno log ies across different facets of the parking industry. Passport is aware that cities have vendors/processes in place and fear that converting to different systems can sometimes cause operational headaches and disruption to current workflows. By providing an operating system with its own integrated merchant processing services, Passport will provide a much easier framework for City administrators to complete their day-to-day operations. The benefit and control that accompany one system of record cannot be overstated and Passport is happy to provide cost-savings analys is surrounding Passport Payments and welcomes discuss ions detailing how a transition from the City's current merchant processor would be executed. Passport also maintains active integrations with more than 35 software providers in the parking industry including mob i le pay applications (ParkMobile, PayByPhone , Google Maps , Google Pay, etc.), pay station/meter companies (IPS, Flowbird , MacKay, etc.), and multiple enforcement providers i ! Passport pass portinc.com rfo@oassportlnc com 2020 Passport Labs , Inc ■ 1 I 92 262 (Duncan, Conduent, AIMS, etc.). In the event that the City ever changes providers for any of the techno logies current ly in place in the City's parking environment, it can rest assured that the Operating System wi ll remain compatib le. For additiona l information on Passport's integration expertise please see Int 'gratea Tecnnoiogy . As the City reviews Passport's response be low, Passport encourages the City to consider the benefits that not on ly traditiona l parking app lications can bring, such as PayByPhone and ParkMobi le, but to al so think beyond traditiona l parking app lications. The Passport Operating System brings other app l ications/systems such as wayfinding, in -vehi cl e software, convenience apps, and more. In choosing Passport today, the City wil l position itse lf for an open ecosystem that will not on ly meet the City's needs today but also in the future. i ! Passport pass porti n c.co m rfo@oassoortlnc com 2020 Pass port La bs, Inc ■ 1 I 93 263 PASSPO T OPERATING SYSTEM Key ake ways • So l e Source -The Passport Operating System is the on ly commercia ll y avai lab le software capab l e of secure ly, re liab ly, neutrally, and flexib ly faci l itating parking transactions across mu ltip l e app l ications, including traditiona l parking app l ications and any other city -approved 3rd party app l ications. • One source of trut h --regard less of the number or types of vendors that the City partners with to faci l itate payments, all vendors will pull data from the same pub l ic AP is and subsequently return transaction data to Passport's conso l idated back end. • Expa nsive re porti ng is avai l ab le with the Passport Operating System, enab l ing the City to use rea l-time data to influence parking po licy or the introduction of new techno logies. I ntegrated a nd secure payment processing that is embedded into the system, making it simp l e to collect and manage dai ly credit and debit card funds --and at a l ower rate! Fr iction less and convenie nt customer experi e nc e is afforded due to a wea l th of parking payment options on apps they like ly already have down l oaded and use regu l ar ly. For nearly a decade, Passport has been providing its mobile payment so l ution to cities, universities, and other entities of all different sizes and comp lexities. Passport has adapted its so l utions to meet the changing needs of both its clients and the communities they serve. Passport's most extensive experience stems from its mobi l e parking payment so lution, which supports some of the nation's l argest cities, and this experience in configuring various nuanced rate structures across diverse communities has aptly prepared Passport to create the Passport Operating System. This one system will manage the payment for parking across mu lt i pl e vendors/operators and will empower cit ies to better manage their streets and sidewa l ks through the use of pub lic and standardized AP l s. User Experience ' . . . ~ Vl!ndcr ~ltal 5yi..,,uge i! Passport G P.:.l;'{J'tn,t 0 r..tllobll• . G ~.wbyPno11e ~ 1~.,,.~n.,r, -'◄\l 't""f'I! ~OOJJ'•~PP>, E] t,1..,;App , pass portinc.com rfo@passportlnc com 2020 Pa ss port Labs, Inc Passpor t Operating System .... City's E><perience . Passport : Report ing & Management -1' ~t"il\ .. .o.trt<I-' . 1..,.f\vl)roy,111 f ► ' .. • .. LPR Ill ( ,,yorov.dl'rl .. w. , .. ,ch"'"' ktou-m ~ Ol4•nfl'-\ lulellg•f'I« I ••u"'Bwn•"l 'Ya"••"' •1 I 94 264 The Passport Operating System is more than a centra l ized parking payment database; it will provide the City access to the following: 1. Real -time APl -based communication with third-party app l ications (i.e. parking zones , rates, ru les, etc.) 2. Centralized rate calcu l ations, which enab les i ntegrations with non -parking app lications such as :' navigat ion apps , l ifestyl e apps, and in-dash infotainment systems) 3. Sing le merchant statement and streaml i ned funds flow 4. Single enfo r cement integration On boarding Passport has a considerab l e partner network to he l p the City identify parking facilitators ("faci l itators") for its parking environment. These fac i litators ar e third party app l icat ions that will interact with parkers throughout the City's environment and will communicate with Passport when an individua l is attempting to park. Once a parker has expressed a desire to park, Passport will represent the City in communicating the ru les/rates/restrictions/pricing (as well as hand l ing merchant processing) while the th i rd party faci l itators will represent the end user and properly communicate what Passport has shared with them to the end users. With th i rd-party faci litation enab l ed, the City will get access to al l integra t ed partners boarded onto the Passport Operating System . Pr ior to ga ining AP I access, all partners ar e properly vetted to ensure t hey meet Passport's required criteria, ensuri ng they introduce no add it iona l risk to t he system environment. Any qua l ified third -parties, for which the City wishes to facilitate par king payments, will need to go through Passport's on-boarding process. The three steps to Passport's faci l itator onboard i ng process have been high l ighted be low: 1. First, the City needs to make a mandatory request to the third-party facilitator . 2. Second, Passport's Business Deve lopment Team will work with the third-party facilitator to ensure they meet all the prev ious ly communicated r ules and restrictions . Once this has been confirmed the Business Deve lopment Team w i ll engage additiona l Passport resources to assist in creat i ng the proper AP I integrat ion . 3. Last ly, Passport and the t hird-party facilitator w i ll wo rk t ogether to f ina l ize all integration detai ls p r io r to kick off of i ntegration to confirm everyth i ng is set up appropriate ly . Client Advocacy In p r oviding its Operating System, Passport will serve as an advocate to the City by creating an env ironment that is comp l ete ly market-driven . As opposed to features promised via contractua l agreements, the City's customers will drive the demand for specific features and benefits, simp ly by choosing a certain app to pay for parking . This setup ensures that the City is promoting a dynam i c env ironment that adapts with parking trends and industry growth, instead of committing to certain features i n writing and be ing subsequently tethered to outdated features . Furthermore, this open payments environment empowers customers to choose the applica t ion that best suits their parking prefe r ences , which inherently fosters innova t ion among the approved parking payment facilitators in this environment. As these payment vendors aim to attract customers t o their platform and add va l ue to the parking experience, Passport is confident that any additive features enhancing the user experience or beneficia l features the City wishes to offer to its community, will be availab le among parking op t ions . Passport can also work with the City to procure any additiona l faci l itators to the City's par ki ng environment. Shou l d the City be interested in a specific functiona l ity of a vendor that is not yet offered to City customers, Passport can work with i1 Passport pass porti nc .co rn rfp@oassaort1 o& rom 2020 Pa ssp ort La bs, I nc ■1 I 95 265 these vendors and on board them as an integrated facilitator using Passport's public APls to transact parking sessions. Cities Partners Finally, Passport's vision of its Operating System and open payment ecosystem is to help City leaders manage vehicle interactions with streets and sidewalks. By provid i ng multiple payment options, there will be an enormous public benefit as customers can use an app of their preference to move about cities. Passpo rt has pursued payment facilitators that go beyond just parking applications, to reframe the way people think about moving throughout their communities, which include wayfinding applications, popular business retai l apps, in -car dashboard systems, and more. Passport has intentionally pursued vendors/applications that serve a variety of purposes and offer a range of services to ensure that there is a solution for every situation and every person . The City can be sure that through the Passport Operating System, it will be derivi ng every benefit available In the industry to pass onto its customers. Passport Payments 5 The Passport Operating System comes integrated with payment services, eliminating the need for third-party gateways and processors . In choosing Passport for both parking and payment needs, the City will have the benefit of one partner for cohesion across its parking environment and end-to-end service connecting the Passport system to all the major card networks. As an enterprise solution, Passport Payments also provides an online portal for program reporti ng, maintenance, and managing card holder chargeback requests. With Passport as the payments processor, the City will eliminate the need, added costs and hassles of disconnected third party vendors . Unlike any other competitor, Passport manages the entire infrastructure of payments, allowing for a more re l iab le and stable environment. The City will also benefit from Passport's specially negotiated rates through its partnership with the Card Networks. 5 Passport is ab le to p rovide its payment services i n Cities that do not have or pl an to have a mu l tl -vendor environment. i ! Passport pass po rtin c.co m r:fp@oassportinc com 2020 Pa ss port La bs, Inc ■ 1 I _ 96 266 Mobile App Gateway VISA •• ,t,c,irt.<1:ord LOWERING PROCESSING COSTS Web App Processor Connected Partners Merchant Account. I As a park ing and transportation expert, Passport has negotiated discounted credit and debit card rates that apply to small-transaction-size mobile pay parking payments . Additionally, with daily settlements to improve cash flow and flexible pricing options, Passport Payments offers the most competitive tools to meet the demands of the City's parking operation. RELIABILITY With Passport Payments as the City's processor, it allows for tighter control over the entire 'park -to- pay' ecosystem. This creates a more reliable solution versus managing separate gateways and processors. Passport operates the mobile app, mobile platform, payment gateway, merchant account, settlement, and reporting on an integrated platform, providing enhanced visibility and control across parking and enforcement programs. STREAMLINED OPERATIONS Passport Payments is integrated across the entire operating system --including connec t ed partners - making it simple to manage and collect daily credi t and debit card funds . Choosing Passport to support both park i ng and payment needs helps reduce the number of handoffs and touch points that are needed with th i rd-party processors and gateways ultimately improving the speed , secur ity, stability, and accountability of your operation. City adm inistrations w i ll have real-time access to an online reporting dashboard and chargeback management system to manage financials i n one backend , elim i nating the need for ad hoc r eporti ng queries. Addit ionally, the City w ill have access to ded ica t ed support that will ass ist with any inqu ir ies or concerns regarding the payment product. SYSTEM SECURITY As w ith all Passport offerings, security is paramount In prov iding the highest level of service to cl ients. Passport use s an advanced token system that r emoves sensitive card details f rom the envi ronment. Tokenization converts a cred it card number to a random strand of characters, i ! Passpor t passportinc.com rt;o@oassportinc.com 2020 Passport Labs , Inc ■ 1 I _ 97 267 rendering the data use less to crimina ls or hackers . Passport Payments is PC I certified as a Leve l 1 service provider by all major card networks/brands and undergoes annua l certification to mainta i n this comp l iance. Also, through partnership with Amazon Web Services (AWS), Passport can obtain government compliant security, such as AWS Government Cloud, to which other processors might not have access , as they are not spec ialized in this industry. Finally, Passport is committed to maintaining strict compliance with regu latory requirements in the payments space. Since 2015 , Passport has provi ded integrated merchant processi ng services nationwide, and has now upgraded its infrastructure and registered as a fu ll service merchant serv ices provider. With th is new status, Passport has an obligat ion to meet certa i n regu l atory requirements defined by the federa l government, financia l instituti ons, and card networks. Compliance with these requirements he l ps ensure that Passport is safe ly and secure ly processing funds for i ts cl ients. Passport is ded icated to ensuring the highest leve ls of secur ity for cl ients and adapting quickly to new regu l ations. Rate Management During implementation, Passport will work with the City to define its parking zones , ru l es , and restrict ions i n accordance with City bus iness ru les. Passport's mobi l e payment so l ution empowers cl ients to support their dynamic parking environments and the peop l e that trave l within them. It is important that cities have the ability to flex rates and ru l es to reflect the parking areas and faci l ities in play, and Passport offers comp lete vis ibili ty and d iscretion over the rates i n pl ace throughout these locations . This i ncludes managing various rate structures, overriding rates for events or ho lidays, and implementing new rates with the assistance of Passport's Product Support experts. The following examp l es demonstrate some of the rate configurat ion capabilities uti lized by Passport clients : • Multiple Time Limits/Day: Passport can easily accommodate mu ltiple time l i mits in a given day. Rate Chains can be for as short as a m i nute or as long as a day, given the regu l ations on that bl ockface . Th is all ows Passport to configure the most comp lex rates, including mu lt i pl e time l imits i n a day, increas i ng ra t es, and prora t ed ra t es . Add it ionally, with Passport Parking, the parker wil l be ab le to clear ly see the change in rates based on the time of day. • Event Rates : The City can create event rates, wh ich will override existing rates , to easi ly accommodate spec ial events and capture additiona l revenue . The event r ate se lects a particu lar zone with a speci f ic start and end t i me and rate start time. The City wil l also have access to an Event Summary Report, wh ich w i ll show the r evenue captu r ed from events with i n a specific time frame, the number of t r ansactions, and deeper dives i nto ind ividua l eve nt detail s. • Holiday Rates: Passport can accommodate ho l iday pa r king through either free parking, custom rates , or through parking restrictions which will be set up during implementation . Once rate changes or park ing restr ictions based on a particu lar event or ho l iday are put into place, Passport offers zone notifications that can be configured for a specific time period which will alert users when they enter an app l icab le zone . • Minimum/Maximum Durations: Passport can work with the City to define a zone 's minimum (e .g. 15 minutes) and maximum parking duration and is ab l e to configure the rate such that users are ab le to se l ect increments up unti l the max imum parki ng time, depending on how l ong they intend to park. Passport's Product Support expert s will define unique attri butes for the different zones across the City's parking environment. The Passport Operating System conso l idates the maintenance of i1 Passport passportinc.corn rfo@oassaort 1nc cgm 2020 Passport Labs, Inc •1 I 98 268 parking ru l es and through pub lic AP l s, un l ocks the abi l ity to ma i ntain and update mu lt i pl e parking payment op tions without the hass l e of working in mu ltip l e systems of record . All integrated partners will be ab l e to access City zones and po l icy Information from an integration between Passport's system and the i r app l ication. This means that whenever t he City wishes to imp lement any of the above -listed rate restrictions, that these configuratfons will be iterated across all integrated partners without any add tt iona l effort. Audit Capabilities While many compe t itors offer an aggregated backend system , Passport is the on ly provider t hat processes t he rates , ru les , restr ictions, payments, and customer serv ice within its Operating Sys t em . Rather than packag i ng the ru les, ra t es , and restrictions and communicating them with the third party-app l ications, the Passport Opera t ing System manages all of these difficu lt tasks w ithin its backend system and communicates w ith third-party applica t ions via open AP ls. This setup br ings a few distinct advantages i ncluding: • Reduc ing Third-Party Requirements: By lim iti ng t he amount of work needed to be performed by third-pa r ty applications (rate calcu l at ions , payment processing, reporting, etc.) Passport's system allows for more app li cat ions (even beyond trad iti ona l parking app l icatiohs) to offer parking payments . These applicat ions can i nclude mapp i ng applicat ions, wayfinding app l ications , in -car enterta i nment systems , and more. • Instantaneous Updates : Real -t ime changes can be made with i nstant communicat ion to the third-party applicati ons tying into Passport's system . Therefore, sho ul d an update be made i n er ro r (e .g. a new rate incorrectly programmed ; a day incorrectly restr icted from parking) that requires a cor r ect ion , all app licat ions wi ll be updated without requ i ring any documents to be distributed to third parties . Serving as a "si ng le-source-of-truth" for t he City , t he Passport Opera ti ng Sys t em is i nheren t ly built to audit discrepancies between City-approved pric i ng and the pricing actually being charged to customers. Passport makes this poss i bl e by lim iting the chances for transcri ption errors using pub l ic AP l s, which connects al l approved vendors to the same, un iversa l database (Passport's back end). All vendors w ill be required to connect to Passport's AP ls in order to transact i n the City parking a reas, elimina t i ng a r ate discrepancy r i sk across diffe r ent mobi le applications. Whi l e other operating systems commun icate guide lines for calcu lati ng rates and processing funds, Passport comp letes t hese tasks in ternally . Th i s r el ieves the burden off of third-party payment providers who are not familiar with performing these types of rate configurat ions and allows Passport's specia lized team t o comp lete t hese tasks on beha lf of all invo lved players . Simply put, th is means that whenever the Gty wishes to impl ement rate changes o r restrictions, that these configurat ions w ill be i mplemented across all approved app l ications, with no add itiona l input from the City or the third-party vendors . As Passport has performed these configuration respons i bi l ities across millions of transact ions worth bill ions of dollars, the City can re ly on Passport to take ownership and comp l ete these tasks effective ly . Customer Service Dashboard Through the Passport Operat i ng System, the City will rece ive a strategic pl atform to manage its business ru les and log ic, determ i ne el igibi l ity, manage rates, and ensure compl iance and enforcemen t across all of the vendors and app lications opera ti ng in its parking env.i ronment. The Passport Operating System will not on ly set up and configure the system to all ow mu ltip le faci litators to transact with in their respective app li cations, the system w ill al so conso l idate all transact ion data into Passport's system fo r analytics and reporting. Passport's ana lytics dashboard i1 Passpor t pass porti nc .co rn ifp@passport 1nugm 2020 Pa ssp ort La bs , In c •1 I 99 269 and reporting too ls w i ll include information from all autho r ized app l icat ions t r ansacting park i ng sessions in the City. From a customer service perspect ive , these too l s wi ll empower Oty staff to quick ly access the information needed to res ol ve any customer inquiries or comp laints . Using Passport's backend system, staff can query transactions via a number of filter criteria (e.g . date, license plate number, status, location, etc.) to locate a particu lar parking session . From there, if administrative staff were to se l ect a parti cu lar transaction , the system wi ll drill down on additiona l detai ls includ i ng where the park i ng session took place, the financia l detai ls associated wi th the transaction, start/stop date and time, as we ll as many other aspects associated w ith the park ing session. Th i s data will be collected for a ll parking sessions , regard less of which app was used to initiate the transaction . A samp le of this information can be seen on the followi ng page . Additionally, as the City will be leveraging Passport Payments, it will have the full functi ona lity Passport has to offer from one system . The City will have an integrated end -to-end payment processing system that enab les credit and debi t card financia l management via a real -time report i ng dashboard and chargeback managemen t system . In trad it iona l so lutions, adm l nistrators re ly on a co ll ection of third -party vendors' systems, and are requ ired t o rev iew and respond in a different system than they used to obta in evidence, slowing down the process. Passport Payments allevlates that burden by allowi ng the City to see all information In one place and provide the ability to manage and respond to card ho l der inquiries and disputes more efficiently. i1 Passport pass porti nc .co rn ifo@oassport1 nc rom 20 20 Pa ssport La bs , I nc ■1 I 100 270 ~ Sess ion #59081449 ~ B iiit Se5S1on Deta ils Porker ID 81363108 02/16i201 9 • a 27 AM Mount Vernoo East• Loci 09051 t $5 .22 l~~ ~V18' .:.. Operator Details Opa,alot Na"w c-,. .. C.hlciq,o IL Opt,ator l.ocatlon Ctiloogo IL canun::1 lnfotlNlllon Vn 11 ~ Fr.bc.h (9'14)00 1 m• Support tn.fonnalion fas 1.-1.bll ltell!).Jhoo com (nM i00-8181 Optf:ator Noles MPW. chk:agopa~ng ppp rt.com CAADS ACCEPTfll VI•• MosterCaid. A.MEX. O•sawer. N<tw"'1< • Prmner Dc uuls Foc:Uit.-to, Name •1b I ProclJd.Name .. ,..,, Conlact lntOfm;iitlon V11le ntlna Fritsch b londa...k.in halmill.com Mount Vernon Eut • Loe• 090511 209 ~ llm•Zon• ESTSEDT ReparkLIM:kOIJ l 0 Conv-enie,ncr.fee St.ind rd F~ Cl c1mlr. Lo1Type htens~pl Min Parkin; a St&ya 1,1,v'el' Dmhwt~ • J5 c:en l 1': (Repe,at t.ibse) &.oys 0 ¥0!' ho...-e O ceriti (Repeat. hi.lie~ Parku,gFH Coove nien:e fee Se !islon Exu.•,nllk>n Tow Fee Sp11e~/lPN ◄IL) AB C123 SI.art U21 1b/20 9•8: 7 AM h,mtntlnfo Mas1e1 card-Ol78 Whltoliilhl y .. Mu Parking a ute:nd Conv~M'nO!!: r-ee SL.--.ndard FH O cen•s En uy T)p, "IIP End 02/16/2019 9:21 ,Q,M B~Ung Type ~bVOeiln.c.u:d Vok<ISMS (332) 621 4070 S'tdy:J o,e O m h·1u1~ • !l!i c~CS (R~pt,.1!1.1 f al5~) Sby OV(!I' 1 houi and Sij n1'M.Att Ocerle (RipeoL l as.el 1487 5035 $050 $5 .22 Rote Det••I • hell 1, toil Rate 2 hrs mt111. stny .$1 25/h r 8am-6pm Mon-Fri Rat@ will re,tert tYery 24 hout$ Passport also offers reporting options, described in full detail below under Multi-Source Reporf1ng, that provide even more detail surrounding parking activity, which can assist in comprehensively investigating customer service inquiries. For example, Passport's Transaction Report includes a wealth of data surrounding each parking transaction, which can be exported to Exce l for additional analysis and fi ltering. Fields in cluded on this report: i! Passport Passport Transacti on # Merchant Transact ion # Reference ID Facilitator Name Parker ID Rate Name Zone pass porti n c.co m rfp@passportinc com 202 0 Passport Labs, Inc Zone Name Space/LPN LPN State Entry/Ex it Time Parking Revenue Convenience Revenue Validation Revenue Transact ion Fee Net Revenue Payment Type Card Type Card Tai l Method Total Extensions •1 I 101 271 Marketing & Signage Signage provided by Passport is designed to be uniform and consistent . This means rather than promoting its own brand , Passport has made signage as s imple as possible for the City's parkers. As more and more cities welcome multiple mobile pay vendors into their environments, using neutral signage will ensure that the City can support a multi-vendor parking environment, without the burden of managing d ifferent signs across various vendors . Passport's signage will direct parkers to the parkingapp.com webs ite which will show them a li st of all applications available to pay for parking within the City. Passport continues t o study this multi-vendor trend and is the first mobile pay provider to proactively create designs that support this model. In partneri ng with Passport now, the Cit y will receive future-proofed signage that can accommodate other providers shar i ng the same space, if the City chooses t o take this approach to parking in the future. Passport encourages the City to consider the benefits of other apps, such as PayByPhone and ParkMobile, but to also understand that in choosing Passport the City can provide their parkers with the option of all three of these applicat ions and more . In the signage example to the right, the bottom-right pink rectangle is where the City can insert its own brand i ng/logo . Passport highly recommends the use of neutral signage, as this will provide the City w ith a number of advantages: • All parking options are hosted digitally, mak i ng it easy to add and remove appl ication options in real-time • Th is dig ital ma i ntenance never requ i res phys ical signage updates • Pa r kingapp .com is designed and tested to make parking simple, fast, and convenient • Space on signage is provided for City branding to instill legitimacy and credibility that parking is provided by the City, not one specific vendor Passport's approach is to create a marketplace that encourages each player in the City's park ing environment to be compet itive and drive users to their application. Wh ile the City will be responsible for owning all marketing decisions and choosing how to post des i red signage , Passport w i ll provide information on how signage works and how to help boost distribution. Passport's marketing team will work closely with the City throughout the implementation process to develop a streamlined marketing plan that drives an impactful launch and long-term results . Passport's team will leverage its deep understanding of the park i ng industry, user preferences, and large-scale market i ng execution plans to formulate a launch strategy that incorporates the City's unique needs and characteristics. i1 Passport pass portinc.corn r[o@passaort1nc cqm 2020 Passport Labs, I nc •1 I 102 272 Frequentot Allced Questions """ ...__~--~ ·!'fl•" ~• ...... ~ lu tl--..ppurn 1r-t-!•tl•\lftftt<11""" ~~"flll WtW11t1:a11JA,fl _..,.I~-•-.. ,. .... -• -~ Jil'ICt ... ,M-,..,,,, .... .,.., Way• to pay in "Futu~ton. us • zono 12345 .. ...... - r •• - .,,. Passport can prov ide the City with signage best practices, proven to educate users and drive the highest utilization rates . During implementation, Passport will work with the City to conduct a signage audit utilizing existing parking environment details to determine the most effective quantity of signs and decals , as well as the appropr iate dimensions and placement. The following quantities and placement parameters have been found to boost mobile payment transact ions by up to 76%: • 1 sign per 10 spaces for parking lot/garage environments • Signs at entrances • Signs at the far ends of the lot • Signs on pillars and/or interior walls • Decals on the sides and front of pay stations/meters • 1 sign per 5 spaces for on-street parking environments • Signs on each block face above vehicle height • Decals on the payment side of meters/pay stations Passport signs and decals have been optimized to clearly convey key information while simu ltaneously reducing user confusion and increasing app trustworthiness. Careful attention has been paid to the hierarchy of information so that the UR L and zone number are most prominent. In addition, the typeface was selected through multiple rounds of end-user testing to ensure it's ADA compliant and is legible from a distance. Mu/ti-Source Reporting The Passport Operating System back-office reporting will equip the City with the too ls it needs to run and download parking reports that may be used for analytics, financial reconciliation , and/or support purposes . The system consumes all transactions generated on the Passport Operating System, regard less of whether the transaction was generated vic1 Passport Parking or a third-party application. This universal aggregation of data will allow the City to analyze trends in their environment to predict future progress and imp lement data-driven decisions . As Passport continues to introduce new features within its back office, the City will have access to dashboards, data visual ization, and enhanced search capabilities . Below, Passport has highlighted multiple reports including the various methods of delivery (Dashboard, Report, or Download) that Passport will use to deliver information to the City . i ! Passport pass portinc.com r[o@oassportlnc com 2020 Pa ss port Labs, Inc ■1 I 103 273 City staff wi ll be ab le to find their reports within the "Reports" modu l e of the back end system. The ava ilab le reports will be l imited based on user access restrictions and can be quick ly searched by entering search terms or using the "Fi lter'' functionality on the right-hand side of the screen. Transactio n Lo ok up : This report will like ly be one of the more frequently used reports by the customer service staff and is used to find particu lar transactions as additiona l information is needed. For examp le, if a customer ca ll ed in asking if a parking session cou ld be voided or refunded, the customer service staff wou l d use this report. Within the be low report, the user has entered two fi lter criteria: License plate = "ABC123" and Status = "Active ". Therefore, the report shows all of the transactions that meet the two fi lter criteria . Should the administrative staff have an interest in downloading the report they can se l ect the down arrow i n the upper right corner and the report will be down loaded as a ".CSV" file. Tran saction Lookup Q.. ( 1-N"AEl(IZ-(si"•.:!,._ ..,,, SfflR:t4.dQ 5'1l(dt14dQ S90R"t449 S"v"1449 590'5,l448 590,lll-4 4'1 SJW.1!1449 S"JOl!1..44'J 'l()fif44t] ~908l449 S'-Otn441J 5908144'] ..5i'Olr 44l;! 5i0tt 441J 59001«9 59(MU44~ 5q(IRt44i t;CAP•.LtQ i! Passport lJ!Hfl 3iina,oa (NCl ABC 123 !006630 1 (HC) ~l!C 123 92621D73 (>IC) ABC 123 9523 0'i!in ' ) ABC !U 2226 529 (NC) ABC IZ3 $406889 IHC )il.BC!23 41918408 NC} ABC123 191D3769 (NC) AOC lZ3 7@171945 tNt ) ABC 123 ~71713«J(l (N CJ ii.BC 123 j§.s912..43 ti J ABC 123 839.$1048 (NC) ABCl23 40020b7'J (NC) .. c 123 l.C1!35c6 (HC)ABC 123 5l0804•5 ' I A8C 123 16348499 INC) ABC 123 88QG751JO (NCI~~ f2l aoc..<1.,,.~,;a INJ"l AAr 111: pass portinc.com rfp@passportinc com 2020 Passport Labs, Inc ~ ,., .. -,,., It_ oan11201Q 1'llPM 08127/2.0lQ 7-2.6 PM SH0 0•10•1201• R02~ 10/0M2019 120 AM S175 111D6no10 7 ·66 PM 03/0QnOlQ 12:48 PM S1 5 Ofi ,'23 '2019 10.2:4 :i..-03 ,'t),n010 l37AM S200 .. , .... 118/110r.10 19 'iJlN/i 05/221201'i 2f11AM $17~ 'uO¥Tr 05/llll201• 1?;21 ""' 01 /2912019 !SOAM $125 0'5 1"11112019 814AM 11/19n.Ol9 441AM SI 00 """' I 09/'Zl,/2019 l 12P~ IMfUino,9 41i5AM $1 00 To'I:: I 03.rzrno11J 4 ... AM D9fi6/2019 10 01 r wi S21CI 07n,V2019 ,21AM osnai2019 2 DAM $0 75 09n'!/'°19 .. ,.p,; 02,•0'5/10 '9 1U;S4 AM $071 H !Ollfi019 9U6PM osro2:no19 11 :00AM s, 2.S OS/,251,019 o33AM 05/1 019 003PM Sl ZS 04121 019 3S5AM 09 ,, 0 9 658/.M 91 .25 03/05/2019 b'A AM 12'l1 019 O:A,f PM SHO 02/f21201il 311 AM 01/26 /201il Y-..52PM Sl 50 osro1,,01q 7'2~ 12f11:'i"01Q 0-2111PM S1S0 ,7 n.tno,,n~o 1•1.t.&.A,1 1trn~1?11,o .t:.,e:u " "' •1 I 104 274 Dashboard: The team using the back end system will be given access to a dashboard wh ich quickly highlights a summary of information including items such as Transaction Revenue, Fee Revenue , Total Sessions , and more, wh ich can all be filtered by preset time frames . The below image highlights the various metrics that will be able to be seen by City's staff. Activity Ove rvie w for 11 ,a o ,, Tr1011c:1lon Rtv1m;:e Fee Revenue $64,463 $3 I 1 51 Transactio n Revenue v $64,463 . 11 11 1,11 i ! Passport passporti nc .com rfp@passportinc.com 2020 Pa ssport Labs , Inc Tolal Sesslofll PukHour 1,478 8:00AM r •1 I 105 275 In addit ion to reporting with i n Passport's back end system, the administrative staff will have the ability to export many of their reports, and schedule certain reports to automatically run and email according to a defined timeline. Below, Passport's Summary by Zone report has been exported to Excel. This report highlights figures such Zone Number, Parking Revenue, Net Revenue, Transaction Count, Convenience Fee Revenue, and more on an individua l zone basis. ••• -6 ~t()•l).. 'l~l'lfn111y v,,u,l'N.~1 -----.... :i. 6:1"' ,.._..~ '",-,'1 ~ • .,., U~••• ,-ll""TU•••• !,ll,,1• c..-.,.._.,. 09Y0'11iJpo-~ '!.. .. .-., ..... , •IKllllll!~~IIIC~:-.•~~m~am=:m:i~~=~--•11:12~~~malll!l!n~mC"l:!~l;':lli::!!~~•n~~• • "' II\ ;,i " u u t "\ , . ., \ ,w .. ~. "'\, H "h ",. , ... 'i-' ,. n\1 ,. . n "'i 111 ,. ,.~. ,. ,, 11'u " In addition to the reports highlighted above, Passport provides access to numerous other reports focused on financial metrics, management of customer accounts, parking validations and more. Passport is more than willing to provide additional report examples If the City is interested . Passpo rt Payments also adds an additional level of detail to the City's reporting capabilities. City administrators will be able to access operational and financia l reports all out of the same system, making it easier to reconcile accounts, view parking data l inked to payment records, and review detailed settlement information. Ultimately, having fewer systems and vendors will resu lt in improved speed , efficiency, reporting, and visibility --giving the City full visibility for better decision making. Integrated Technology Passport provides different types of integrations with partners and the City's vendors to ensure the City is able to provide a fully integrated parking experience to its citizens with multiple mobile payment options. Passport's integrations are highly standardized and publicly documented to ensure it's providing the highest visibility possible into City operations. The integrations Passport provides accomplish the following: • The addition of new mobile payment options for the City's parkers on Passport Parking's platform. i! Passport pass porti nc .co m rt:o@oassportlnc com 2020 Pa ss port La bs, I nc ■1 I 106 276 • Abi l ity to report across platforms for payment options both on Passport Parking's pl atform and not, I.e. meters or incumbent mobi l e pay providers. • Abilfty to enforce parking sessions generated on Passport's platform . • Provide additiona l insight into parking occupancy via integrations with l oT systems, l ike sensors. There are different types of integrations Passport offers, a comb ination of these different integrations will like ly make up the City's environment: • Full integrations for faci l itating parking payments . • Data integrations for mu lti-source reporting & enforcement. • Enforcement integrations. • Sensor integrations. Full fnt iro Jons for Foc,flta in Parkin Payment Customers will have the ability to pay for parking using any one of the City's mobi l e parking payment vendors. When using the application supp l ied by Passport, after se l ecting a zone, entering their LPN or space number, and se lecting their duration of stay, customers will confirm payment for their parking session. Once initiated, the customer's card will be immediate ly authorized for the initia l transaction amount, but the transaction will not be captured until the session is expired. Customers will be emai l ed a detai led receipt of their parking session, outlining all session detai ls and associated fees. Customers can access their parking history to see all previous sess ions and resend receipts, as necessary. The Passport Operating System will al so allow the City to take the unprecedented step of accepting payments through Integrated third -party parking facilitators . These integrations use Passport's pub l ic AP l s (or data connectors) to interface with City zones' parking rates, create sessions, and collect payments . All of Passport's partners (as defined above) will access the City's data via these AP l s, which means the City doesn't have to configure Its zones and rates in another system for these payment options to access them. As a fully implemented client of Passport, the City's zone and rate data will be configured by Passport's Imp l ementation Specia lists and accessib le via these publ ic AP ls to fully Integrated partners . Be low, Passport has highlighted the user flow for one of its early third party payment faci litators, Goog l e Maps. i1 Passport pass porti nc .com ifo@oassport1nc com 2020 Pa ssport La bs, I nc ■1 I 107 277 Google user experience ( Il l ustra t ive & subject to change ) _., • User init iates session in Google Maps (i0S or Android) P,y ooo man,ge parking w lth Gocql Poy .,._.. • l!l ! .. ' .... ~ Panolngzooo 2 5 8 0 m ! Gl Vchloe delilk User transacts in mobile web hosted & powered by Google Pay Ill ! Google user experience (continued) ( Il lustrative & subject to chanoe ) ... , ..... m 1 ..,,.... .. _ ... _ 0 I - P>tl!U'llil !C\OOAM 00 :29 :0 8 ... -.-io-•1'11 User transact s in mobile web hosted & powered by Google Pay There are four main APls accessible to fully integrated partners (in sequential order): 1. Zones: A partner will make a request for zone information by send i ng Passport a zone number query. Based on the zone number, Passport will return relevant information to the partner to convey the zone 's configurations and rules. Example data returned to partners: i! Passport • Geolocation pass po rtinc.com rfp@passportinc,com 2020 Passport Labs, Inc •1 I 108 278 • Zone name • Zone notifications • Settings (Le . extensions, stop parking, grace time) • Restrictions 2. Rates: Once a partner has made a request for zone information and the zone is indicated as open and not restricted, they will make a request for avai l able rate increments. These rate increments are derived by the partner providing the following information in the request: parking session start time, space number or vehicle information (if applicab le). Based on the request, parkab l e t i me increments and pricing based on the City's rate po l icy are returned to the partner. 3. Quotes: The partner wi l l then request a parking quote for a parking session within a given zone for a set duration. Quotes expire after 5 minutes -this ensures parking sessions are started with fresh , up-to -date rate information that abides by City parking po l icies. 4 . Sessio ns: This is the fina l request partners will make to Passport before a parking session is created and a payment is made. The sessions request is made by the partner providing a va lid quote and encrypted payment information from the user. Additionally, this AP I is used to extend and stop parking sessions if those settings are enab l ed in City zones. Additionally, all fully i ntegrated parking faci l itators will process payments via Passport's merchant processor and gateway, meaning the City will receive a sing l e remittance into its merchant account for all fully Integrated partners and any transactions processed vi a a Passport application . For add itiona l information on Passport Payments above. Data lnte rat on J or Multi~sourc port ng En/or m nt Passport provides data integrations to give t he City reporting visibi lity Into its entire parking ecosystem . Passport understands there may be scenarios where the City's hardware vendors may be unab le to fully integrate w ith the Passport Operating System, so Passport has bui lt a standardized AP I so that they can share parking transaction data to Passport. The data provided through data integrations all ows Passport to layer in park i ng transaction data that was generated via another parking system alongside transactions generated on its pub l ic AP l s (fully integrated partners and Passport apps) for reporting purposes. Additionally, a data integration provides City vendors with the option to share parking session data that can be fed to its enforcement provider to streamline the enforcement data flow. Passport's standardized AP I spec is documented on its deve loper porta l and accessib l e to registered partners, similar to full integrations. Vendors shou l d integrate directly with the AP I as defined by the spec, as the information collected is comprehens ive in giving the City the information it needs to report, financia l ly reconci le, and enforce those transactions. If the City wou l d like for a vendor to integrate with Passport via a data integration, It can share Passport's deve l oper porta l w ith said vendor where they can register for account credentia l s and access the AP I spec. Be low, Passport has provided an abbreviated l ist of vendors it integrates with including app providers, enforcement prov iders, and meter providers. Currently, Passport maintains active integrations with more than 35 software providers in the parking industry including mobi l e pay app l ications, paystations, meter companies, and mu ltip le enforcement providers. If the City is interested in a particu lar provider Passport is more than willing to answer addit iona l questions or schedu le a conversation. i1 Passport passportinc.corn ifo@oassport1nc wro 2020 Passport Labs, Inc •1 I 109 279 App Providers Enforcement Meter Providers ParkMobi le Data Ticket T2 IPS PayByPhone Conduent UPSafety Flowbird (Parkeon/Ca le) LAZGo AIMS Gtechna MacKay Meters Goog l e Maps/GPay Duncan/Civic Smart Brazos/Tyl er T2 (Lau nch i ng Q3 2020) Techno l og ies EXampJe Data Flo Diagram Sce na r io 1: The City's parking ecosystem offers a Passport application and/or fu ll y integrated partner app licat ions . • All parking sessions will be created, and all payments w i ll be processed by Passport's system . • The City will receive a singl e rem ittance from Passport for funds collected . • All parking t ransact ions comp leted on Passport's p latform, no matter wh ich app l icat ion it was generated from , w ill be availab le to enforce based on the configured enforcement integration . • All PII end user data is created and stored in the respective party's database and is not access 1bl e v ia Passport's back office. Passport Thir d Party Sys tem UserPII i Pas 5PO rt Aoo lication user Pl l • Thi rd Pa rty A ppl l<:>tl o n ... Reporting a •cl COOl!l lldnt r aym• cs ·-IIII Merch,rn t Proce sslns Pass port Enfo n;:ement Scenario 2: The City's parking ecosystem offe rs a Passport app l ica ti on and/or fu ll y in t egrated partner app l ica ti ons . In tandem , the City has an estab l ished cont r act with an incumbent mobi le pay provider and their system is runn i ng "a longside" Passport without a full integration . • Incumbent provider parking sessions are generated in thei r respect ive systems, meaning the City will need to manage zones , rates , and ru les in both their syst em and Passport's. • Funds co ll ected for parking sessions w ill be processed via the City's exis ti ng paymen t configurations wit h the incumbent provider and Passport, meaning remittance w i ll happen by both parties. i ! Passpor t passportinc.com rfo@oassportlnc com 2020 Passport Labs, Inc ■ 1 I _ 110 280 • Should the City ask its incumbent mobile pay provider to share anonymized transaction data with Passport via a data integration, those sessions will be pushed to Passport for reporting purposes. • The City's existing enforcement integration will remain intact for incumbent parking sessions and will run alongside Passport's i ntegration with The City's enforcement provider. • All PII end user data is created and stored in the respective party's database and is not accessible via Passport's back office. Incumbent Of Meter System P• port Third P•rti, Svstem i ! Passport lJ r PII - Incu mbent Applk:ation or Meter U,er PII •• i Passport Appl lC3t lo n U'i PrPII • Thi rd Party Applk•tion passportinc.com ct:o@passportinc,com 2020 Passport Labs, Inc Ses.5 1ons Incumbent or Meter System Anonyrn.zeo s~sK>ns Passport P ComplQ nt Payment& Incumbent or Meter Rcpc,rti nc IIII lna,mbent or Meter Mercham Proca>lne Enforcement PP Reportlna IIII PP Merchant Process in,: Enforcement •1 I 111 281 PROJECT AP ROACH The imp lementation of the Passport Operating System w ill be driven by the Cl ient Impleme nt atio ns and Pr odu ct teams. The Cl ient Imp l ementations team is made up of Project Managers and I mp lementation Consu ltants, whose so le respons ibi lity is to quic kly and efficiently l aunch products for cl ients . The Product team will also serve the City in a project manager capacity . They w i ll be i nvo lved pri mar i ly during the setup phase of the City's impl ementation, l iaising between Passport's engineering teams to communicate configurations and ensuring Passport's so l ution al igns w ith City objectives . During the i mp lementation process, a Client Success team member will also be mon itoring the project so as to be ready to take over after product launch. The Cl ient Success team, al ong with Support Services, will be the main contacts for the City f rom the point of launch through the enti rety of the contract. During the contracting phase, prior to implementation, the So l utions Engineering team will work close ly with the City as Passport bui lds the So lutions Design Workbook (SDW) and the Scope of Work (SOW). The SDW is used to gather all current parking regu lations the City current ly has i n place (I.e. rates, t ime l imits, etc.) and the SOW is mutua ll y agreed upon document l aying out all the functionality to be provided via Passport's products and services as well as any custom configurations or integrations that will be impl emented with the project. The detai ls of the requested product and its features wi ll be express ly documented and agreed upon between both parti es w ithin the SDW . The signed and comp leted SDW and SOW will be handed to the Cl ient Imp lementations team to be used as the foundation of the imp lementation . Department Team Member Responsibility i1 Passport So lutions Engineer Project Manage r I mp lementation Consu ltant Product Manager Client Success Representa tive/Manager Systems Analyst pass p ortinc.com ifo@passportinc com 2020 Passport Labs, Inc Works with the City during the Contracti ng phase as Passport bui lds the SOW & SOW which w ill outl ine exactly what the City w il l and will not be receiving from Passport. Works d irectly w ith the City and its stakeho lders. Deve lops a tai lored Project Plan outlining mi lestones , deliverab les, ro l es, and respons i bilitles of key interna l and externa l stakeho lders. Manage s the techn ica l aspects of the project i ncluding bu il ding rates, i ntegration s, system testing, and configuration . Wo rks w ith the So l utions Eng i nee r once the Scope of Work has been approved to size any funct iona l requ irements and groom them before deve l opment. Avai lab le to the City from t he po i nt of contract execut ion to expiration ; provides conti nued support po st-launch . Determin ing root-cause software flaws through case intake and research and devel op i ng techn i ca l so l utions to improve product funct iona lity for customer operations . ■ 1 I 112 282 Passport has deve l oped an imp lementation process that has successfully launched Passport's mobility so l utions for more than 1,200 clients in a time ly manner. To keep the process lean , Passport maintains active integrat ions w ith more than 35 software providers in the parking industry. Passport designed its imp lementation process to be dynam ic and flexib l e, whi le st i ll maintain ing qua lity. Additionally, in order for the City to access all of the features that the Passport Operating System offers, Passport wou l d need to serve as the merchant of record . Without serving as the merchant of record, or the organizati on processing the funds, the Passport Operating System wi ll not be ab le to issue refunds within the conso l idated backend nor wou l d Passport be ab l e to aggregate merchant statements. Instead , the City wou ld be forced to go to each individua l app l ication's backend to issue refunds while also receiving one merchant statement per app l ication provider. Th is requirement is not unique to Passport and is the same for each operating system provider. Implementation Phase Breakdown Be low is a breakdown of Passport's imp lementation phases which identifies all steps that will take place leading up to system launch . Passport's attention to detai l and l eve ls of depth are comprehens ive when creating imp lementation plans to ensure that cl ient needs are met. Responsibilities of Passport, the City's vendors, and the City itse lf are outlined to define clear ro les throughout the process . The City can expect to receive phase breakouts, as disp layed be low, indicating key steps within each mi lestone. Pl ease note that the phase breakdown provided be l ow is an examp le plan that is subject to change . Further detai l s regarding system configurations, i ntegrations, and other City -specific needs will be fully flushed out in the Scope of Work process duri ng contracting . After these discussions, Passport and the City can determine a more definitive and mutually-agreeab le time l ine l eading up to system l aunch . Owner Both Passport Both Cl ient Implementation Phase Breakdown Task Na me Initia l introductions (Rev iew SOW) Sa l es handoff Project kick-off Confirm main points of contact and establish week ly meeting time ---- Environments/ Rates (Phase 1) Both Both Passport Passport Passport Both Client i1 Passport Confirm zone configuration (sub-zones, LPN, space) Confirm rates (times of day, pre-pay times, notifications, etc.) Create operator Comp lete environment and rate bui ldout Move client to test processor for testing Perform environment and rate testing Provide sign -off on environment and rate testing pass portinc.com rfo@oassport1nc com 2020 Passport Labs, Inc ------------'======..;;, •1 I 113 283 Meter & Paystatlon I ntegration (Jf applicab le) Bo t h Client Cl ient Int eg r ation system d iscussion Ini ti ate contact w ith meter provider Reques t integration credentia ls Passport Fi na l ize in t egration setup Both Test i ntegration system Enforcement I ntegration (if applicable) Both Clien t Client Enforcement system d iscuss ion Ini ti ate contact w ith enforcement provide r Request enforcemen t credentia l s Passport Fi na l ize enforcement setup Both Test enforcement system LPR I ntegration (if applicab le) Both Clien t Client Passport Both Client Passport Integr ation discuss ion Ini ti at e contact with vendor Request credentia ls Configu r e integrati on Tes t i ntegration Integration approval Verify if a Marketi ng Pac kage was purchased Press Release Passport Subm it JI RA reque st for PR Passport Create launch press re l ease Clie nt Client r ev i ew & approva l of p r ess rel ease Signage and Deca ls Both Confirm signage and deca l s si zi ng (based on # of spaces ,# of entrance s, hardwa r e, etc.) Bo t h Confirm quantity for each sign/deca l Passport Subm it PO request Passport Design signage and deca ls Client Client r eview & approva l of deca l design Passport Orde r deca ls/s igns Passport Deca ls/s igns sh i pped Passport Deca ls/signs de l ivered to client i ! Passpor t pass porti nc .com rfo@oassportinc com 2020 Pa ssport Labs , Inc ■1 I 114 284 Client Client insta ll s decals/signs Passport Finance conversation with Client Passport Fina l ize merchant processing setup Both Test to make sure funds flow into merchant account Cl ient Sign off on merchant account Training Passport Schedu le training Both Backoffice / administrative staff training 1.aunch Passport Go-Live Passport Send DocuSign to Cl ient for approva l Cli ent Receive DocuSign from Client Mitigating Risk As with any project, imp l ementation issues and concerns arise that require an eva luation and potentia l change of processes in order to better accommodate clients . Passport has learned and adapted, over the course of thousands of i mp lementations, putti ng severa l best practices in place towards comp l eting work within required timeframes and maintaining continuity of workflow over the duration of project imp l ementations. Solutions Engmeerin Passport has introduced an emerging team, So l utions Engineering, to mitigate late discoveries re lated to environment-specific needs such as integrations, rates, and zone configurations. So l utions Engineering works to understand the comp l exities associated with specific environments. The team is designed to ana lyze every project prior to launch and determine any custom deve l opment required to meet the needs set forth by clients. In short, Solutions Eng ineer ing focuses on the "how" and "why" of client requests, exp loring the most appropriate so l ution for a need, setting clear expectations for both Passport and clients alike. Client tmpl mentot,on am Due to the high demand for working with Passport, new clients can experience l onger than average l ead times to kick off and implement projects. Additionally, Passport has found historica ll y that imp lementing a so l ution before taking the time to proper ly scope and test, can compromise the success of a program launch and ongoing efficiency for the genera l so l ution . A premature go-live date exposes clients to an increased risk of a prob lematic launch, with l imited time to conduct thorough contract negotiations, properly scope and depl oy all configurations, and suitab ly test the system to both Passport and client standards . In an effort to maximize efforts, Passport is constantly eva luating ways to ease this process for clients. These efforts include exp loring se lf-servicing too ls so that authorized client staff can diagnose and fix issues or imp lement changes without the assistance of Passport team members; restructuring the Client Imp lementations team/methods to rea ll ocate resources to the more time ly portions of the i1 Passport pass porti n c.c o m rfo@oassport1nc rom 2020 Pa ssport La bs, In c •1 I 11 5 285 imp lementation process; and maintaining clear channe l s of communication between the client and Passport in order to set clear, mutua l expectations for what w ill be delivered and timel ines. Passport's So l ution Engineering and Cl ient Implementations teams have comp l eted time ly rollouts across mu ltip le product l ines and rigorous ly tested and documented imp lementation workflows to ensure Passport is continually providing excellent support to clients. This belief and dedication is ingrained in every detai l of the partnership . After contract execution, Passport will immediately dive into the implementation process to ensure a timely launch. If the City chooses to work with Passport, we will begin bui lding a re l ationship that will allow us to continue to meet the City's needs now and into the future. i1 Passport pass porti n c.co m ifo@passportinc com 2020 Pa ssp ort La bs, Inc ■ 1 I 11 6 286 RELEVA T EXPER I ENCE Passport is trusted by over 1,200 clients and has imp lemented its mobility so l utions in more than 5,000 lo cations. To date6, Passport has processed over $1.9 billion in mobi le payments and brings over 30 years of experience in parking management. As technology rapid ly evolves it is imperative for cities to choose a partner that is committed to long-te rm success . Passport strives to continuous ly deliver upgrades and enhancements that are directly re lated to improving the overall technology experience for all program stakeho lders . Passport has supported a number of environments where government entities have supported mu lti-vendor parking environments, including the City of Chicago, IL, and the Los Ange les County Metropolitan Transportation Authority. This experience in configuring W.ffious nuanced rate structures across diverse cities has aptly prepared Passport to create the Passport Operating System . The following examples highlight Passport's experience imp lementing projects of high complexity and major scale within multi-vendor environments. LA County M tro Passport built and imp l emented a Parking Information Management System for LA Metro in 2018 that included mobi l e payments for parking, an end-to-end parking enforcement so l ution, digital permits, and a ridership verification system . LA County Metro approached Passport with a primary goa l of so lving one of its biggest prob lems. Metro's park & ride lots were being occupied by parkers who were not r iding transit, not leaving enough spaces for their transit riders. To solve this challenge, LA Metro partnered with Passport to deliver a ridership verification system bu ilt into its parking information management system, ensuring that individua ls parking in their park & ride lots were also riding transit. To accomp l ish th is , Passport integrated with LA Metro's fare payment system , TAP (Cubic Corporation), and tied every paid parking session to a transit fare , verifying that if someone parked In their lot, they also rode transit. Ucens~ Pla1e Ri!cognluon (IPR)ume1•• ~r,ar;drlver enters Ridership Verification System (RVS) Powered by i! Passport .. i , ,-0 ' I ' ' ' ' I Driver~•~ via 11,e Met10Parklng a.pp ()r ""ycir~tlon byent ring : • l!ctn<e pl•••# • TAP card# TAPc,mlAPI Comn-Ylers conrrrms con11dently «lvPI ls• ride the Metrondm M~1ro ' ' ' ' •• ------· ·-----•--'---··-------------·--------.. __ t W'l~n exiting. LrR camera; c~rklfth• 11rivcr paid ~ : Violators art Identified /lhostwho firherdldnl royotdldnl USt lll,Metm/ Billback System Powered by i! Passport Vlolator 1ntcmru t1on fsfdeniified throug/lDMV record, r\clmlonls iss ued and m•il•d lo the vtolaiot1 who can nay lnstanrty anllne throush Ml!ltro"s rra111i 1 rouri IA>1""1) ' ' . ' 4 --------··------------·'"'·------------•"'-----------j In addition to this aspect of the system, Passport i mplemented the Metro Parking application, for mobile payments at all parking lots and its digital permits for the admin istration of Metro's Monthly, Flex, and Carpool permits . The Metro Park i ng application, all digital permit types, and meter payments through Global Parking Solutions, are integrated with the Parking Information Management System to ensure r idership verification. 6 Q22020 i ! Passport passportinc.com rfo@oassportinc com 2020 Passport Labs , Inc ■ 1 I 117 287 Monthly, Fie>< & Ca r pool Permits Pl atform Fea t ure s: ➔ ➔ ➔ ➔ Limits based on availability by Pa rk & Rfde Automa ted waltllstlng l="or ced auto-renewal~ Real -time TAP card validation@ permit issuance Ridership verification through TA P API Ridership email reminders 2x per month Permi t, TAP It, LPN online management Automated permit suspension if rid ership levels not met Wageworks payments accepted Metro employee badge ID m~n!lgement Multiple LPN&. TAP ride r ship ve r ific,nion for Carpool permits Digit al Pe rmit Platfo r m & Rlde~hi p Ver ification Syste m (RVS) Powered by i! Passpo rt Driver bu~ Mont hly, Carpoo l, or FIGK permit vie the lA MtVQPtrmlo w b portalwrh: • Con1;ict Info • License te #'(~) • TI\PCJ1d ff • Metro E"'ployc" 10 Conmul•r parks tn opproprtate Par k & rude Lot 1/\PardAPI m n nrm~ r1rover meets ndersh1p r1t~ul1omcntG tnmonlh to ma1mu1 11 pe, rnlt Commuler,; ,nnfldPntly ndethe ',4ctro I •---••.,,.••..,•••-••--•••--•-••-•••••••••••••••••• .. ••••-••••••---•----I Finally, to ensure compliance, LA Metro emp loyed SP+ Munic i pa l Serv ices and armed them w ith Passport's enforcement so lution. SP + enforcement officers use Passport's enforcement app l ication, OpsMan Mobi le, to enforce all paid parking and r ider verification . Outside of SP + on -foot enforcement service , Passport partnered w ith the Authority to create a Billback process. This process included fixed Genetec LPR at the entrance and exits of every parking lot. If a parker enters the lot. doesn't pay for park i ng and l eaves, the LPR scans their plate and the PM IS automatically initia t es a DMV lookup and a letter or citat ion is mailed to the vio lator. As a fina l component of the project, Passport integrated with the LA Metro Transit Court to accept all citat ion payments . The court system utilizes a 3rd-party software system, Ax iom , of which Passport sends all citation data and receives payment data for reconci liation in the PM IS. City oj Chicago, IL In 2019, CPM trans itioned from a pay -and-d isp lay mode l to manage park ing payments, to an LPN-based system, in order to drive more digita l transactions at the curb. CPM dec ided to choose a different enforcement partner (Passport) than the City of Ch icago (Conduent), to create a more efficient system for its officers with a primary goa l of driving payment comp l iance. The two systems needed to be fu ll y integr ated and connected not on ly to each other, but also to the City's new parking meters (F lowblrd), its parking app lication (ParkCh lcago, powered by Passport), as well as the City's custom bus iness Intelligence and back office system (Canvas bui lt by IBM). real -t ime data flow and check-backs were important elements to make the system work efficiently across the city. In order to achieve this Passport bui lt a fu ll y integrated Parking Management Information Syst em to accommodate the City's new parking operation inclusive of the following: • Parking transact ions from Fl owbird pay stations and the ParkChicago app are ingested by Passport's engi ne in rea l-time. • Passport's AP I transfers the data to its parking rights engine, which becomes t he centra l source of truth for transactions . • Passport's parking rights engine is fully integrated into CPM 's enforcement handhe lds (Passport enforcement app lication , OpsMan Mobi le), the city's enforcement system (Conduent) as well as the city's bus i ness Intelligence and management system (Canvas build by IBM). • Both the City's and CPM 's enforcement officers can see session data from the pay stations, and the ParkChicago app . i ! Passport passportinc.com rfo@oassoortlnc com 2020 Pa ss port Labs, Inc ■1 I 118 288 • Passport's enforcement solution has an added last second check when the ticket goes to print, so when enforcement officers issue a citat ion, the system checks back one last time with the pay stations and the ParkChicago app to determine whether a session was actually active or not, creating a significantly more accurate citation issuance process. • Pa rking administrators in the office are able to view citation and parking session data in the back-office system, making adjudication more efficient; adjudication officers can quickly look up LPN, timeframe, etc. and pull a report so that both meter and mobile pay transactions can be validated when a citation is disputed . • To maintain a consistent user experience, and match city requirements, Passport ensured the layou t of the citations issued by its system and by CPM officers is the same as that in the City's system (Conduent). ii Chicago, IL: Parking Management Information System Par k ing Enforcement FLOW B IRO Passport', Accurate fickel Verificarion (Inst ,ocand pU'Jmont check) I \ i! Passport • i! PaSS?Ort e,,forcemt<m H.,iv,t,elrjs conduenr Erforc•ment system Bu lness lntelllg~nte ii< Man age,ner, System i by IBM) With Passport's enforcement look up feature, CPM enforcement officers are able to quickly type the first few characters of a license plate on their handhelds and within 2-3 seconds they're able to quickly find whether that LPN has a valid parking session (through a pay station or the ParkChicago app). With more than 100,000 transactions being processed every day, this feature creates a very quick and easy way for officers to enforce in real-time. CPM's officers now issue 1,500+ citations per day, or approximately 550,000 annually. City of Champaign . Urbana Univers;ty of Illinois Pas sport has vast experience with regional interoperability within its parking applications through its experience offering a single branded application to multiple cities , cities and universities, cities, and private operators, and more. One specific example is the MobileMeter app currently deployed in the Cities of Champaign, IL, Urbana, IL, and with the University of Illino is. In 2014, the City of Champaign, i ! Passport IL originally approached Passport with the request for a Ob ·11 e M t private label application. Knowing the city's proximity to the r City of Urbana, IL and the local university, the staff at the City passportinc.com ifo@oassportinc com 2020 Passport Labs , Inc ■ 1 I 119 289 of Champaign chose not to do a City specific logo with the hope that the other two entities would join the application after it went live fn February 2015. Over the course of the next year both the City of Urbana, IL and the University of Illinois joined the MobileMeter application . Therefore, anyone parking at one of the 5,000 metered spaces throughout the two cities or the university could use a single mobile application, MobileMeter. Since 2015, the application has completed more than 1 million transactions . Passpo rt was able to provide a solution that cr eated a seamless transition from one parking environment to another, easing the parkers experience . The app provides the residents and transients for Urbana, Champaign, and the University of Illino is the ability to pay, park, manage and extend their parki ng session via their smartphone. The rea l perk of the parki ng app is that it gives users the functionality to handle the experience solely from one app while they are in any of the three locat ions -there's no need for users to download separate apps for each one. "I can't say enough about the success of Mobi/eMeter. The numbers tell the story here." Kris Koester, Public Information Office City of Champaign, IL MoblleMeter also simplifies the experience for the operators themselves. Passport's backend system is siloed by each ind ividual entity so that they can manage their env i ron me nt w ithout exposing personal information to the other two entities within the application. This d ivision i ncludes everything from reporting to individua l environmental setup (hourly rates, lockou t periods, enforcement AP ls , etc.). By do i ng th i s, each ent ity can see their revenue and reporting while keeping t he information separate from the other two entities. Passpo rt has implemented many similar setups throughout the United States in wh ich multiple regional entities have jo ined together within a si ngle unique applicat ion including the City of Portland/Portland State Un iversity, City of Omaha/University of Nebraska -Omaha, City of Iowa City/Un iversity of Iowa , and many more. Additionally, the Passport Parking application Is available nationwide and offers a stream l ined end user experience while separat i ng reporting and business functional ity for each individua l entity. i1 Passport pass portinc .corn ifo@oassport1 nc rom 2020 Passport La bs, I nc ■1 I 120 290 Passport Enforcement The Passport Enforcement solution has been designed to streamline enforcement services, reduce time and cost. and increase collection rates for its clients . All interfaces included in Passport's enforcement product communicate in real-time through a set of interna l Application Programming Interfaces (APls), mean i ng enforcement officers will receive the most current data in regard to vehicle information, including scofflaw information, permit records, and citation payment records. All data aggregates in the City's back office and transfers in real time to the enforcement officer's handheld devices for informe d and accurate issuance. Once a ticket is issued, its information is securely transmitted to the back office in real-time, available to both the violator for payment and the City for tracking and reporting. The system is broken down into multip le components. • ISSUANCE AND OBSERVATIONS Passport Enforcement's front-end application (OpsMan Mobile) is a native Android applf cation that is available for free on the Google Play store, which will be used by enforcement officers to Issue citations. In less than 30 seconds, the enforcement officer will be able to enter a license plate number (LPN), check whether the veh i cle is illegally parked, and issue a new citation . Passport is able to streamline this process by using dynamic lookups of each LP N, checking each character against a conti nually updated database. Pr ior to issuing the citation, OpsMan Mobile will double check the LPN against the most recent database to confirm that a parking session has not been initiated during the issuance process . Once issued, all citation data will be pushed to the clo ud-hosted database and be made available for payment. tracking, and reporting. • REPORTING AND CITATION MANAGEMENT Accompany ing Passport Enforcement is the Passport Client Portal. This portal will become the main analytics dashboard for the City's parking management in addition to being the control board for parking operations , It will aggregate data in real time from all front end interfaces (Enforcement software, Passport Parking, Payment Portal), to then use toward add itional enforcement, data processing, trend analysis, and reporting . The Client Portal also offers many crucial citation processing functions such as cashier ing, appeal process i ng, and violation updates. • PAYMENT PROCESSING Using Passport's proprietary customer Portal, a violator wil l have immediate access to pay or appeal their citation online securely. The portal is PCI-DSS {v. 3.2.1) Level 1 certified and keeps all personally identifiable and confidential information secure, token izing and storing credit card data in a separate, iso la ted database . In addition to providing the Passport Enforcement solution, Passport is also a payments company, allowing rt to facilitate all payment process i ng. As a merchant processor, Passport handles the electronic payment transactions for the City. Passport will obtain sales i nformation from the portal, receive authorization and funds from the issuing banks, and send payment to the City. Passport is on the national registries of both Visa and Mastercard as a merchant service provider and undergoes annual PCI-DSS compl iance audits . • NOTIFICATIONS The City will have the option to notify violators with the Letter Template Setup module. This module will create all correspondence to be sent to violators, renta l agencies, or applicable fleet companies on a City-defined schedule . This correspondence can include delinquent notices for outstanding violations, appeal decision letters, or any other templates required by the City. Passport will align with the City to ob tain written approval on notices sent to i1 Passport pass porti n c.c orn rfp@oassaort1nc wrn 2020 Pa ssport La bs, I nc ■1 I 12 1 291 violators and the City w i ll decide what information is necessary, including the City's l etterhead and additional content app l icab l e to state and/or federal laws . The back office porta l will house these co r respondence records and allow the City to gain access to all notice content and schedu l es . Each component is seam less ly i ntegrated with the others, providing real -time data collect ion and retrieva l. Add itional ly, Passport's suite of products is all bui lt on an open App l ication Program Interface (AP I), which means that it is capab le of integrating w ith any other software provider with i n the City's ecosystem . i ! Passpor t passportinc.com rfo@passportinc,com 2020 Passport Labs, Inc ■1 I _ 122 292 PASSPORT IN THE NEWS f Forbes Google Launches New Google Maps Parking Paytnents Feature Jay McGregor Senior Contributor 0 Consumer Tech o gle Maps Google is rolling out a new way to pay for parking in Google Maps, which is live right now in Austin, Texas and will be available more widely in the coming weeks. The new feature, which comes from a partnership between Google and parking app Passport, le ts users pay for parking directly in Google Maps as they approach their destination. Users can either pay via Google Pay or go to a payments site in their browser. i! Passport p assportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 1. 123 293 Available on Android and iOS, the feature aims to solve the long-stand ing issue of parking in cities where restrictions aren't clear, alongside the new problem of physically touching payment terminals. As Gina Fiandaca, assistant city manager of mobility for Austin, explained in a statement on Passport's website. ''This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Rolling out in Austin first is likely down to the large presence Passport already has in the city. There's already a mobile pay parking app, called Park ATX, that Passport owns and is available at over 10,000 parking spots. This is an upgrade of the previous payments app ParkX, which Passport acquired in 2016. There's no information on when or how a similar service will be rolled out nationally, or globally, but presumably a similar parking spot payment infrastructure is needed. i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 124 294 SHAR E • 0 0 Passport works with Google to make parking payments faster and easier in Austin Now, Austin drivers can pay for parking right from Google Maps. Austin, TX (September 2, 2020) -Passport, a transportation software company that enables cities to manage vehicle interactions with streets and sidewalks, is innovating with Google to enable people in Austin, Texas to pay for parking directly from Google Maps. This feature will start rolling out late r today and will become widely available in the coming weeks. HERE'S HOW IT WORKS: When navigating with Google Maps on iOS and Android, drivers will now have the option to pay for parking with Google Pay as they approach their destination. They can also visit pay.google.com/parking to pay directly from their phone's browser. "We're excited to work with Passport to help drivers in Austin pay for parking more quickly and conveniently right from Google Maps," explains Vishal Dutta, Product Manager, Google Maps. "Google Pay and Google Maps were able to seamlessly incorporate Passport's software, which helped us bring this feature to life." As cities around the country continue to look for innovative solutions to drive recovery in the wake of the pandemic, Austin is excited to be the first to offer this i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc •1 1. 125 295 new feature in Google Maps to its local parkers. It's just one of the ways the city is engaging with citizens to keep them safe. "By providing people the ability to use applications they already have on their devices to pay for parking, people can get to the places they care about faster," said Gina Fiandaca, Assistant City Manager. "We're working hard to make it easier for Austin residents and visitors to use the parking system. This effort improves convenience while also reducing the need to physically touch parking meters or ticketing machines in light of the current global pandemic." Passport has been delivering parking solutions to Austin residents since 2016 when Passport acquired the local startup application, ParkX. Since then, Passport has equipped the city with back-end technology that provides city and transportation leaders with valuable information to manage their parking ecosystem. In early 2019, Passport helped Austin update and rebrand the ParkX app into ParkATX. "Integrating Passport's payment technology into Google Maps makes it easier to navigate and pay for parking in downtown Austin," said Khristian Gutierrez, Chief Revenue Officer at Passport. ''The City of Austin's parking team has always had a laser focus on delivering a positive customer experience by making parking frictionless. We are excited to partner closely with the Google team to improve the livab i lity in Austin in support of the City's goals." i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 126 296 Parking Reimagined: How 3 Cities are Changing Parking as we Know It Digital technology has changed how people live, move and do everyday tasks. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where parking is no longer a burden for city leaders or the communities they serve. The cities of Portland, Maine, Buffalo, New York and Omaha, Nebraska, share a common vision-a future where park ing is no longer a burden for city leaders or the communities they serve . Digital technology has changed how people live, move and do everyday tasks. These advancements have spiked a rapid growth in both the needs of parking operations and the demand from motorists who rely on them. However, the siloed, i! Passport passportinc.com rto@passportinc,com 2020 Passport Labs, Inc •1 1. 127 297 antiquated software historically used to manage parking has made it hard for cities to keep up with the pace of change. As a result, parking officials suffer with systems that are difficult to manage, inflexible and that fail to provide mission-critical data in an automated way. Davis Hough, Senior Special Assistant to the Parking Commissioner of the City of Buffalo, explained, "We struggled to manage multiple analog systems that were not integrated, not in real-time and not able to adapt to an accelerated evolution at the curb. We knew it was time to take action and ensure our city would be more innovative and efficient moving forward." Furthermore, when it comes to mobile payments for parking, motorists' options are very limited, which is opposite of the modern experience they expect. People don't want to waste time searching for and downloading a different parking app every time they visit a new city. They also don't want to be forced to use a certain app. They expect the freedom to choose. In some cases, such as with people who require ADA accessibility, choice is even more crucial. Ken Smith, Parking and Mobility Manager for the City of Omaha said, ''Technology will continue to advance, and people expect that our city will keep up. If our residents or visitors prefer to use one app over another when paying for parking, we want to accommodate them. We don't want anything to deter or inconvenience them. We'd like to increase mobile pay parking usage in our city." Blazing a trail of modernization, the cities of Portland, Buffalo and Omaha have set their sights on a revolutionary, new parking management technology. The solution, created by transportation software company Passport, is an end-to-end digital operating system designed to unify parking management and modernize the customer parking experience. Passport's Operating System unlocks a revolutionary, open ecosystem model - a first of its kind for the US industry. Th is model makes it possible for cities to offer a wide range of mobile applications and manage them all within the same backend system. Motorists gain the freedom to choose their preferred app to pay for parking and cities manage all the app vendors seamlessly -without additional effort, contracts or complexity. In support of the open ecosystem model, John Peverada, Parking Division Director for the City of Portland, shared, 'We believe customers will perceive additional choices -multiple mobile apps to pay -as an enhancement and our goal is that mobile payment usage will increase as a result. I think it's important to keep up with improved products that make their parking experience easier and quicker." i! Passport passportinc.com cfp@passportinc,com 2020 Passport Labs, Inc •1 I 128 298 And Hough added, "Like the City of Buffalo, Passport recognizes that paying for parking should be much more convenient for motorists and easier for cities to manage than it currently is. Well before the COVID-19 pandemic, the City of Buffalo, under the leadership of Mayor Byron W. Brown, began moving away from parking meters and toward more mobile pay only zones. We look forward to building on our positive progress and finding even more ways to provide safe, contactless payment options for our community through the Passport Operating System." Regarding the advantages of the unified system, Smith explained, ''The Passport Operating System will integrate different data sources operating within the City of Omaha's parking ecosystem and provide us intelligent management insights in real-time. There's just one login to remember, where you'll find historic, current and projected parking data in one convenient place." Portland, Buffalo and Omaha are among the first of a growing list of cities leverag ing the Passport Operating System to redefine parking management and improve the parking experience. The shared vision is one with customer choice, increased revenue, better data, future adaptability and unified parking management. i ! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I 129 299 Sl-lARC 0 0 0 Passport Reports Growth Throughout Q2, Reaching 1,265 Cities Served and over $1.98 in Mobility Payments Processed Recent partnerships with Kansas City, Norristown, Panama City Beach , and Newburgh adds to a growing list of current clients. Charlotte, N.C. (July 16, 2020) -Passport, a transportation software company that is reinventing how cities are managing vehicle interactions with streets and sidewalks, announced multiple new partnerships in major cities across the United States. With the additions of Kansas City, Missouri; Panama City Beach, Florida; Norristown, Pennsylvania; and Newburgh, New York, Passport now has a total of 1,265 clients using its software to bring tech-enabled innovation to streets and sidewalks-changing the dynamics of traditional city parking by digitizing operations and integrating a system that offers more mobile payment optionality. The company also reported that more than $1.9 billion in mobility payments have been processed through Passport's platform to date . i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs , Inc •1 1. 130 300 "Our case studies in different cities and towns across the United States speak to the success municipalities have had with Passport's innovative parking solution," says Khristian Gutierrez, Passport's Chief Revenue Officer. "Each new partnership gives us an exciting opportunity to support cities in their efforts to enhance their parking and mobility experience." Kansas City, Missouri is among Passport's recent string of new clients. The mobile pay for parking app, ParkSmartKC, now services over 1,500 metered parking spaces throughout the city. Other cities with similar systems to Kansas City have reported an 86% increase in mobile parking transactions and a 19% increase in overall revenue after just one year of partnership with Passport. Another recent addition to the Passport network is Panama City Beach, Florida, which is a city known for its high tourism volume. Other cities that witness a lot of tourism, and are partnered with Passport, have reported three times higher app utilization for parking payments within three months of implementation as compared to its previous provider due to an improved user experience. Norristown, Pennsylvania, an existing digital enforcement client with Passport, recently expanded its system to include Passport's mobile pay parking solution. Another city that fuels its parking network with both Passport's enforcement and parking solutions witnessed a 270% inc rease in mobile parking transactions and a 20% decrease in citations (which the city attributes to an increase in parking compliance) after launch ing the partnership in their city. "It's been even more rewarding watching our network of customers across the country come together with ideas and best practices as they each navigate the pandemic," says Khristian. "Many of our customers' operations have been put front and center in the response. The most important thing we can do is provide seamless software tools for them to make informed decisions and implement the most robust set of user interfaces to make parking an afterthought in these communities." In addition to announcing new partnerships in Q2, Passport was recognized as one of Fast Company's World's Most Innovative Companies for 2020, which honors the businesses making profound impacts on today's fast-changing world. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 131 301 SHARE C, 0 0 Passport named one of the World 's Most Innovative Companies by Fast Company Company secures no. 7 spot in the transportation category Charlotte, N.C. (March 11, 2020) -Passport has been recognized on Fast Company's prestigious list of the World's Most Innovative Companies for 2020. This l ist honors the businesses making the most profound impact on both industry and culture, showcasing a variety of ways to thrive in today's fast-changing world. This year's list features 434 businesses from 39 countries. Passport, the operating system that allows cities to manage vehicle interactions with streets and sidewalks, was named the no. 7 company in the transportation category. Passport's software solutions help city leaders increase convenience, efficiency and compliance through pricing of single-occupancy vehicle parking at the curb, scooters parking on city sidewalks, vehicles stopped in commercial loading zones and more. "Innovation is a core tenant at Passport, as we anticipate trends, develop new technologies and help cities plan for the future of streets and sidewalks," said Bob Youakim, Passport CEO. "As cities face new challenges and rising populations, we are passionate about he lp ing cities through the current transformation of transportation and improving how people move around cities." i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 132 302 Passport, headquartered in Charlotte, N.C., has demonstrated record-breaking revenue growth year-over-year and nearly doubled its client base from 2018 to 2019. In 2020, the company will leverage its Series D investment for continued revenue, employee and clien t growth. "At a time of increasing global volatility, this year's list showcases the resilience and optimism of businesses across the world. These companies are applying creativity to solve challenges within their industries and far beyond," said Fast Company senior editor Amy Farley. i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, In c •1 I 133 303 How the Passport Operating System is Revolutionizing Parking Digital technology has changed how we get places and do every day tasks. And that includes parking. The competition for access to streets and sidewalks has increased rapid ly and there are no signs that it's slowing down. From personal cars, motorcycles and pedestrians to ride sharing, scooters, city bikes, and curbside deliveries, we have more vehicles than ever interacting at the curb and needing precious space. This shift in behavior requires parking operations to adapt and work with providers that are prepared for growth and change. Introducing The Passport Operating System The Passport Operating System helps manage all vehicle interactions, enforcement and permit operations and mobility payments through one system. At its foundation, Passport has built a strategic, decision-making platform that provides you with a single source of truth for data, analytics and insights needed to develop and imp lement effective policy management. The Operating System also provides the tools to manage your own operation's ru les and logic, determining eligibility, managing rates and ensuring compliance and enforcement. Finally, our Operating System gives you access to an open parking ecosystem, via APls, providing the opportunity for additional apps such as i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 134 304 delivery services, autonomous vehicles, micro-mobility, and more to integrate with your environment. This ultimately provides more parking choices for end-users. It's a future-proof system that delivers increased revenue, reduced costs, simplified processes and user experience innovation. Increase revenue and decrease costs With the Passport Operating System you can manage your entire parking operation using one solution which ultimately will save time and money. By integrating all your parking and enforcement solutions together on one platform you have less vendors to manage. Our parking solutions can increase compliance and drive mobile utilization, which will help decrease hardware maintenance costs and drive mobile pay parking revenue. Similarly, our digital enforcement solutions enforce 4x more ground and have been proven to increase compliance. Simplify processes and streamline operations Eliminate the need for multiple back-offices, spreadsheets and manual processes. With Passport as your Operating System you have access to real-time reporting for your entire parking operation (from parking and enforcement to permits and payments) all in one back office system. The Passport Operating System provides access to: • Real-time overview of your parking, enforcement, and permits environments • Financial reports to conduct audits for grant applications, budget management and more • Trends and analysis on how to optimize operations Enhance the user experience With the Operating System, you have access to an open parking ecosystem which provides your end-user options to choose how they want to pay for parking. Whether it's traditional meters and kiosks, new parking applications, or up and coming trends like connected cars or non-traditional parking apps (think mapping or other services), your end-users will have more options which will make paying for parking more convenient. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I _ 135 305 The Benefits of Processing Parking Transactions with Passport Payments The Passport Operating System comes integrated with Passport Payments, eliminating the need for third party gateways and processors. There are many benefits of working with an integrated payment processor, l ike Passport Payments. In addition to avoiding fees and costs associated with connecting to third party processors, you will benefit from eliminated chargeback fees, automated reconciliation and no merchant agreements. Don't get stuck paying $15 chargeback fees on $4 parking transactions Chargeback fees can add up over time, especially when paying high fees on micro-sized transactions. With Passport Payments as your integrated payment processor you will benefit from chargeback fee waivers. Passport will waive chargeback processing fees and take the burden off you. Each client will receive a minimum of 3 waived chargeback fees per month and up to 0.015% x transaction volume. Automate reconciliation of daily deposits with all transaction activity As a client of Passport Payments you have access to an automated reconciliation service, matching parking transactions to daily deposit activity. Passport's automated reconciliation service removes the cost and impact of manually i! Passport passportinc.com rfp@passportinc.com 2020 Passport Labs, Inc •1 1. 136 306 reconciling data from two different sources where data formatting and date & time periods can create data management headaches. No merchant agreement required We understand that you already have a merchant processor, however, many processors are not optimized for small ticket parking payments. Because we don't require organizations to sign a merchant agreement, we make it easy to use Passport to process parking payments without breaking an existing merchant agreement. Passport can act as your merchant of record for mobile pay parking transactions in the Passport app, and accepts all the risks associated with operating a merchant account. We process all debit and credit cards for your parking services, and then fund your bank account like a traditional merchant account. Passport also manages all cardholder dispute inquiries. With no hassle and no risk, activating Passport Payments for your payments processing is simple and easy. i! Passport passportinc.com cfp@passportinc.com 2020 Passport Labs, Inc •1 I 137 307 TAB 9 -REQUIRED DOCUMENTS Clean Air and Water Act I Debarment Notice Clean Air and Water Act & Debarment Notice I, the Vendor, am Ln compliance with all app li cable standards, orders or regu lations issued pursuan t to the Cl an Air Act o f 1970, as Amended ( 42 U.S. C. 1857 (h ), S ction 508 of the Clean Wat r Act, as amended (33 U.S.C. 1368), Executive Order 117389 a nd Enviro n menta l Pr otecti on Agency Regulation , 40 CFR Part L" a req u ir d under 0MB Circu lar A-102 , Attachment 0, Paragra p h 14 (1) regard ing reporting violations to the gran t o r agency a n d to the United States Environment Protection Agency Assistant Administra t o r for the En forcement. I h e r eby fu r ther certify that my company h as not been d e barred, s u s p ended o r othe r wise ineligib le for p articipation in Fede ral Assis tance programs u nder Execu tive Or der 12549, "Debarment and Suspensio n", as descdbed in the Fe d e r al Register and Ru les and Regu la ti ons i! Passport Potential Vendor Print Name Address City, Sate, Zip All lhoriied signaLure Date Passport Labs , Inc . Khri stlan Gutierrez , CRO 128 S Try o n Slreet. Ste 2200 Char lotte . NC 28202 11 /10/2020 pass portinc.com rfp@passportinc com 2020 Passport Labs, Inc •1 I 138 308 Contractors Requirements Contractor Re uirements Contrac to r Ce rtifi cation Co ntra ct or's Employ m en t Eligibility By en t ering the contract, Contractor warrants compliance with th e Federal Immigra tion an d Na tionality /\ct (F l /\), a nd al l other fede ra l and state imm igra tion laws and regul ation s. Th e Co ntracto r further w rran t s th ati t i in compl ia ncewith t h ev r iou tat e t at ue softhestates i r iswill operate,h lscontr act in. Par ti cipa ti ng Gove rnment En Li tie s inclu d ing Schoo l Di s tricts may re qu es t ver i f ication of compliance trorn any Contracto r or ubc ontracto r pe formi ng work un der lh is Cont ract. Th ese Entitie r e erve the right Lo on firm compliance in accordance w ith ap plica b le laws. hould th e Participati ng End ties suspect or find tha t the Contractor or any of its subcontractors ar e not in ompliance, they m y pursue a rty a nd a ll re med ies a ll ow e d by law, in cl ud in g, bu t not limi ted to: suspension of work, termina t ion of th Contract for defa11 It, and suspen ion a nd/or debarment of the Con tracror. All c: st.s neces ary to verily c:omplia n<.:e ar e t he re spo nsi bi l i ty of U1e Co ntractor. T he offeror comp li e and main tai n compliance with t h e ap pro pria te statutes wh ich r eq uires compllanCl· with fe deral immigra tion laws by Sta te e mp loyers, State contractors and Stat su b contractors in accord ance wi t h th e E-Ve r ify Emp loyee Elig ibi lity Venfication Program. Con t ractor shall comply w ith governing board policy ofthe NCPA Participating entitle s in wh ich work is be ing perform ed Fingerp r int & Backgr o und Ch ec ks If requi red to provide serv ice s on schoo l district property at least five (5) times during a month, contractor shall submit a fu ll set of fi nger prints t o t he schoo l dis t rict if reques t ed of each person or employee who may prov1d such scrvke. Alternately, the sc ool district may fi ngerp r int those pe rs ons o f employees . An exc ep tio n to this requirement may be tnade as auth orized in Gov erning Board o licy . The dis tri c.t shall conduct a finge r prin t check in acco rdan ce wfth t he ap prop ri ate state and federal laws ot all co ntractors, subcontractors or vendors and their em ployee s for which fingerp rints ar e submi tted t o th e dis tr ict. Con tract or, subcontractors, vendors and their emp loy ees shall not provid e services on school district properties u ntil author ized by t he Dlstrkt. The offerer shal l com ply w ith fingerprint in g requirern nts 1n acco rd ance with ap pr opr iate statutes in the st ate 1r1 whi ch t h e work is be ing pe rformed unless otherwise exempted . Con t r ac t or sha ll co m p ly with govern ing board po li cy in t he scho ol dis trict or Participa t i ng En ti ty 1n which work 1s bei ng pe rfo r med Bu sin ess Op era tion s i n Sud an, Iran In acco rdance wtt h A.R .S. 35 -3 91 an d A.R .5. 35 -393 , the Con t racto r hereby ce rt ifi es t ha t t he contr acto r doe s not have sc ruti nized business o perations 1n udan and /or Iran . i ! Passpor t Authorized signature Kh ris tian Gutierrez, CAO Date 17/10 /2020 passportinc.com rt:o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I 139 309 Antitrust Certification Statements Antitrust Certification Statements Tex . Government Code 2155 .005 I affirm unde r pena lty of per jury of th e laws of th e State of Te xas tha t: (1 ) I am duly authorized to execute this con t ra ct on my own behalf or on beha lf of the company, corporat ion, f ir m, partnership or individual (Comp any ) listed below; (2 ) In connect i on with th is bid , neither I or any r epresentat ive of the Company ha s violated any prov ision of t he Texas Free En te rprise and An titrust Act , Tex . Bus . & Comm . Code Chapter 15; (3 ) In connect ion with th is bid , neither I no r any rep resentative of the Company ha s violated any federal an titrust law ; and (4) Neither I nor any representat ive of the Company has direct ly or Indirectly communicated any of the contents of th is bid to a competitor of the Company or any oth er company, co rporation , firm, pa rtn ers hip or individua l engag ed in the same line of bus iness as the Company . i! Passport Company name Passpo rt Labs , Inc . Address 128 S Tryon Street , Ste 2200 City/State/Zip Charlotte , NC 28202 Tele pho n e No . (704) 837-8066 ----------------------- F' ax No. (888 ) 804-1783 Ema i l add r ess khr istian-rfp@passpo rtinc.com Printed nam e Khristlan Gutierrez Pos i tion with company Chief Revenue Officer Autbmized signature passportinc.com rfp@passportlnc com 2020 Passport Labs, I nc •1 I 140 310 Required Clauses for Federal Funds Certification Re ui r ed Clauses for Federal Funds Certifications Partic ipating Agencie s may elect to us e fe deral fund s to purch ase under the Master Ag reeme nt. The fo ll ow in g certlfica Ions and provisions may be required and apply when a Participat ing Agency expends federa l funds for any purchase r esult ing from this procurement pro cess . Pursuant l o 2 C.F .R. § 200 .326, a ll contracts, Including small purchases, awarded by the Participati ng Agency and the Participating Agency 's subcontractors shal l contain the procurement provision s of Appendix I I t o Part 200, as app licabl e . A PPE NDI X II TO 2 CFR PA RT 200 (A) C ntracts for more l ha n tile si mpli fie d acqu is ition t hreshold currently se t· at $150,000, which 1s the inflation ad1usted amount determined by the Civ ilian Agency Acqu isition Co unc il and the Defe nse Acquis it i on Re gulations Council (Council s) as au thorized by 41 U.S.C. 1908, must address administrative, cont ractual , or legal remedies in Instances where contractors v io late or breach contract terms, and provide for such sanct i ons and penalties as app ropriate. (B} Term ination for cause and for conve nien ce by the grantee or subgrantee including the mann er by wh ich It will be e ffected a nd the basis for se ttlnment. (All rnntracts in excess of $10,000) (C) Equa l Employment Opportunity. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the defini ·on of "federally assisted construct ion contr act" in 41 CFR Part 60-1.3 must Incl ude the equa l opportunity clause p ro vi d ed under 41 CFR 60-l.4(b), i a cordance with Executive Ord er 11246, "Equa l Emp loym ent Opportunity" (30 CFR 12319, 12935, 3 CFR Part, 1964-1965 Comp , p . 339), as amended by Executive Order 11375. ''Amending Exe cu tive Order 11246 Relat ing to Equal Em p loyment Opportunity,'' and implementing regu lations at 41 CFR part 60, "Office of Federa l Contract Com p11a nce Programs, Equal Employment Opportun it y, Depar t ment of Labor." Pursuant t o ~ederal Ru le (C ) above , when a Pa rticlpa ing Agency e)(pe nds federal funds on any federa ll y assisted construction contract , the equal oppo r tun ity clause is Incorporated by re fer ence herein. (D) Da vis -Bacon Acl , as amended (40 U.S,C. 314l -3148 ). When req ui red by Federal program leg isl atio , all prime con5t r uctlon contracts In excess of $2 ,000 awarded by non-Federal entities must Include a provision for compliance w ith the Dav ls -Bacon Act (40 U.S.C. 3141 -3.144, and 3146-3148) as su pple mented by Deparlmenlof Labo r regula tions (29 CFR Part S, ''Labor Standards Provlsl ons Applicable to Contracts Covering Federa ll y Financed and Ass isted Construction "). In accord ance w it h th e sta tu te. contractors must be r equ ired t o pay wages to laborers and mechanics at a rat e not less than the prevaHing wages specified 1n a wage determination made by the Secreta ry of Labor . In add1t 1on, contractors must be re quired to pay wages not less than once a wee k. Th e non-Federal entity must place a copy of the cu rr ent prevai lin g wage determinat io n i.ssued by the. Depar t ment of Labor in each 50lic itat ion . f he decis io n to award a contract or subcontract must be conditioned upon t he acceptance of t he wage determination . The non -Federa l entity must re port all suspected or repo rted vlol alions to t he Fed eral awarding agency . Th e con tract s must also include a provision i ! Passpor t passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I 141 311 for comp liance with the Copeland "Anti-Kickback" Act (40 U.S.C. 3145 ), as supp lemented by Department of Labor regula t ions (29 CFR Part 3, "Contractors and Subcontra tors on Publ ic Building or Pub l ic Work Financed in Whol e or In Part by Loans or Grants from the United States"). The Act prov id es that each contractor or sub reciplent must be proh ibite d from Inducing, by any means, any pe rs on emp loyed in th e construction , comp letion, or repair of public work, to give up any part of t he comp ensatio n to wh ich he or she is oth erwise enll t led . The non -Federal entity must report all suspected or reported violations to the Federal awarding agency , (E) Contract Work Hours and Safe ty Sta ndards Act (40 U.S .C. 3701-3708). W er e applicable , all contracts awarded by the non-Federa l entity In excess of $1001000 t hat invol ve the emp loyment of me chani or labo rers must indud a provision for comp lian ce with 40 U.S.C. 3702 and 3704 , as supplemented by Department of Lab or regu lations (29 CFR Part 5). Unde r 40 U.S.C.. 3702 of the Act , eac h contractor mus t be requirf'd to co mpute t h wages of every mec h anic and laborer on the ba sis of a st anda rd work week of 40 hours. Work in excess of the standard work week is perm issible provided that t he worker is compensated at a rate of no t less t han one and a ha lftimes t he bas ic rate of pay fo r all hou r s work ed in excess of 40 hours it1 he work week. The requirements of 40 U,S.C. 3704 are app licable to construction work and prov ide tha t no labo rer or mechanic must b requi red to work in surroundings or under working cond itions which are unsanitary , hazardous or dangerous. Th ese requ irements do not app ly to the p rchases of supp lies or materia l s or artic les ordinarily ava il able on the open m arket , or contracts for transportation or tran sm iss ion of ln t elllgence . (F) Rights to Inventions Made Under a Con tra ct or Agreement, If the Feder al o1ward meets the definition of "funding agreement'' un der 37 CFR §40 1.2 (a) nd t he rec ip ient or sub r ecipien t wishes to nterlnto a co nt ract wi th a sm all business firm or nonprofit organization regard ing the substit ut ion of parties, assignment or performance of expe rim ental, deve l opmenta l, or research work un der tha t "fun ding agreement," t he redpient or subrecipient mus t comp ly with t he r equ 1reme nts of 37 CFR Part 401, "Rights to Inventions Ma de by Nonprofit Organ iz ation s and Smal l Business Firm s Und er Government Gra nts, Contracts nd Cooperative Agreem nts," and any impl mentIng r gu lations issued by the awarding agency . (G) Clean Air Act (42 U.5.C. 740l-7671q ,) and the Fede r al Wa ter Po ll utl on Contro l Act (3 3 U.S.C . 1251-1387), as amended -Contracts ar,d subgrants of amoun t s in e1<.c ss o f $1S0,DO0 must conta i n a provis ion tha t requ ires t he non - Federal award to agree to comply wl hall applicable standa ds , orders or regu la tion s issued pursuan t to the Clean Air Act (42 U.S .C. 7401-767 1q) and the Federa l Water Po llution Control Ac t as arnended (33 U,S.C. 1251-1387). Violations must be reported to th e Fede ral award ing agency and th Ree iona l Office of the Environmenta l Protect ion Agency (EPA) (H) Debarment and Suspension (Executive Orders 12549 and 12689)-A contract award (see 2 CFR 180.220 ) must not be made to pa rties list ed on the govern me nt w ide exc lusions in t he System for Award Management (SAM), in accordance with th O B gu i del ine s at 2 CFR 180 th at implement Executive Orders 12549 (3 CFR part 1986 Comp ., p. 189) and 12689 (3 CFR part 1989 Comp., p. 235), "Deba rment an d Suspension." SAM Exclusions contains the names of parties d barred, susp nd d, or otherwi se excluded by agencies , as well as parties declared rn eligibl e under st atu tory or regu latory aut hority other than Executive Orde r 12549. (1) Byrd Anti-Lo bby i ng Amendment (31 U.S.C. 1352)-Contractors that apply or bi d for an award exceedi ng $100 ,000 must f ile the requi red certiflcalion . Each t ie r certi fies to the t ier above l ha t i t w ill not and has not used Federa l appropriated funds to pay any person or organization for influencing or attempting to influence an officer or emp loyee i! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I _ 142 312 of any agency , a memb1cr of Congress, officer or employee of Congress , or a emp lo yee of a member of Cong ress 1n connection with obtaining any Fed ra l contract, grant or any other awa rd covered by 31 U.S.C. 1352 . Each t ier must also disclose any lobbying with non-Federal funds that tak • s place in connection with obtaining any Federa l award. Such d isclosu re s are forwarded from t ier to tier up to t he non-Federal award . RECORD RETENTION REQUIREMENTS FOR CONTRACTS INVOLVING FEDERAL FUNDS When federal funds are expended by Part ici pating Agency fo r any contr ct resu lting from this procurement process, offerer certifies th at It wil l comply with the record retention requiremen ts deta il ed In 2 CFR § 200 .333. The offeror further certifies that offeror will retai n alt recorcls as requ frecl by 2 CFR § 200 .333 f or a period of th ree years after grantees or subgrantees submit fina l e)(pend iture reports or quarterly or annua l fin anci al reports, as applicab le, and al l othe r pend i ng mat ters are closed . CERTIFICATION OF COMPLIANCE WITH THE ENERGY POLICY AND CONSERVATION ACT Wh en Partic i pati ng Agency e~pe nd s federal fµnds for any contract resulting from this procurement process, offeror certifies that It w ill comp ly with the mandatory standards and policies rela ti ng to energy efficiency wh ich are con t ai ned in the state en rgy conservation plan issued in comp liance with the Energy Policy and Conservation Act (42 U.S.C, 6321 et seq.; 49 C.F.R. Part 18). CERTIFICATION OF COMPLIANCE WITH BUY AMERICA PROVISIONS To the extent purchases are made with Federal Hig hway Administrati on, Fi!dera l Railroad Adm i nistration, or Fede ral Tra sit Administration fu nds, offeror certif ies that its produ cts comply with all appl icable prov isio ns of the Buy America Act and agrees to provide such certificat ion or applicable waiver w ith re spec l to specific products to any Participat ing Agency upon requ est. Purchases made In accordance With th e Buy America Act must still fo ll ow th e applicable procurement rules calling for free and open competition . i ! Passport pass portinc.com rfo@oassportinc com 2020 Passport Labs, Inc Khristian Gut ierrez, CAO 11/10/2020 ■ 1 I _ 143 313 Required Clauses for Federal Assistance by FTA Required Clauses for Federal Assistance provided by FTA ACCESS TO REC ORDS AND REPORTS Conuactor agrees to : a) Maintain all books, records , accounts and repo rts req u ired und er this Con t rac t for a pe riod of not le ss t ha n th r ee (3) years afte r the date of te r m ination or exp iration of th is Co ntract or any extens ions hereof exce pt i n t e even t of lit iga t ion or settlement o f cl a ims ar ising fro m t he p r formanc:e of th is Contra ct, in which case Contractor agrees to ma intai n same until Public Agency , the FT A Administrato r , the Comptroller Ge neral, or any of t hei r d ul y authori l ed repres en tatives , have dis pos ed of all sllch litiga ti o n, appeals, cla i ms or exceptions r elated the eto . b) Permit any of th e foreg oi ng parties to i n spect a lt work, materials, payrolls, and oth er data and rec o r ds wi th regard to the Project, and to audit the books, records, and accounts with rega r d to the Pro j ect and to re produce by any m eans wh at soe ver orto copy excerpts an d tra nscription s as reason a bly nee de d for t he purpose of aud it and examinati on . f TA do es not require the l nc:lusi on of these requirem ents of Article 1.01 in subco ntracts Reference 49 Cffl 18.39 {i }(ll). i ! Passpor t CIVI L RIGHTS/ TITLE VI REQU IRE M ENTS 1) Non•d iscr irn ination . In accordance with Title VI of the Civ il Rights Act of 1964, as amend ed, 42 U.5.C. § 2000d, Sec t ion 303 of t he Age Discri 1ination Act o f 1975, as amended, 42 U.S.C. § 6102, Sect io n 202 of the Americans with Disab ilities Act of 1990, as amended , 42 u.s.c. § 12 13 2, and Fede r al Transit Law at 49 u.s.c. § 5332, Cont ra ctor or .su bcont ra cto r agrees that il will not di sc rimi nate against ny employe e o r applka n t fo r employment because of race , color , creed, natio nal orig in, sex, mari al status age, o r d ls abllitY. In add it ion, Cont ra ctor gr ees to co m ply wit h applicabl e Fede ral imp lementing regu lat ion s and other implementing req uirements FT A may iss e . 21 Equ al Emp loym ent Oppo rtunity. Th followi g Equ al Emp loymen t Opport un it y requ ir ements apply l o t his Cont r act: a. Race , Co lo r, Cr eed , Nationa l Origin , Sex. In ac cordance with Tit le VII of th e Civil Rights Act, as amended , 42 U.S.C . § 2000e, and Fe de r al Transit L-a w at 49 U.S.C. § 5332, t he Con t ractor agrees lo comply w it h all appli cabl e Eq ual Emp loym ent Oppo rtunity requirement s of U.S. Dept , of Labor regu lat ion s, "Office of Federal Contract Comp li ance Programs , Equal Emp loyment Opportun ity, Department of La bor, 41 CFR, Parts 60 et seq ., and w ith any app licabl e Fed ra l st atutes, executive □rd rs, regu lat ions, and F de ral policies that may in the f uture affect cons t r uction act ivities unde rtaken in the course of this Proj ect. Cont ractor agree s to ta ke affirmative a ctio n to ensure t h at appl ica nts are employed, and t hat employee s are treat ed during emp loymen t , without rega r d to thei r race , co lol', creed, nat ion al orfgJn , sex-, marita l statu s, o r age. Su ch acti on shi:1 11 incl d . bu t no t be limited to, t he fo llo wing: employm ent, up gra ding, demotion or trans f er, re cru itment or recru itment advertising, layoff or termination, ra tes of pay o r other form s of compensation; and selection fo r t ra ining, in clu ding apprentices hi p , In add ition , Contractor agrees to comp ly with any i mplementing r equirements FT A may issue . b . ~-In acc ordance w it h t he Age D,sc nminati on in Emp loyme nt Act (ADEA) of 196 7, as amend ed, 29 U .S.C. Sections 621 through 634 , and Equal Employment Opportunity Commission (EEOC) implementing reg ulati ons, •Age Discri mination i n Employment Act". 29 CFR Part 1625, proh ibit employm ent dlscrim1nation by Contractor against ind ividua Is on the basis of age , including pre sent and prospective passportinc.com r(o@oassoortinc com 2020 Passport Labs, Inc ■ 1 I 144 314 employees . In add it ion , Contra ctor agrees t o comply w ith any Implementin g r equirements FT A ma y iss ue . c. Disabi lities . In accordan ce w ith Sectlon 102 of t he Ame dcans Wit h Disabi li t ies Act of 1990, as amended (ADA), 42 U.S.C. Sect ions 121 01 et seq ., prohibits discrlminati n agains t qualified indivtduals with disab ilities in programs, activi ies, and se rv ices, and i poses spe cifk requireme n son public.and privat e entit ies . Co rmactor agrees t hat it w ill comply Wit h t h e requ irements of the Equal Emp loyment Opport nity Commi5sion (EEOC), "R gul ations t o Implement th e Eq ual Employment Provisi ons of the Ame r ican s w it h Disabilit ies Act,'' 29 CFR, Pa rt 1630, perta ining to employment of pe rs ons with disabilities and with t hei r r es pon si bilit ies un der Titl es I th rough V of the ADA 1n employment, pub lic services, public accommodation s, t elecommunications, and othe r provisions . d . Seg regated Facilit i . Co ntractor cert ifi s t hat th eir company d oes not a nd will no l ma intai n or provi de for their e mp loyees any segr egated faci lit ies at any of their establ ishments, and that they do not and w ill no t permi t their em ployees t o pe rform t heir se rvice s at an y locatio n under t he Contr actor's control where segregated fa cil it ies are malntai ned . As used in this certification the term "seg re gated faci lities " means any w ai t ing ro oms . work areas, restrooms and was hrooms, restaurants and other eat ing areas , pa rking lo ts, drink1ng fountains, recreat io n o r en t ertainment areas, Lr nsportat,on, and housing facilit ie~ provided or emp loyees wh ich are segregated by explicit d irective or are l n fact segregated on the bas is of r ace, color, r el ig ion or nat ,o nal origin becau se o f habit, loca l custom, or otherwi s . Cont ra cto r agrees t ha t a breach o f t his certification will be a vio lation of t his Civil Rig hts clause . 31 Solic itation s for Sub con t ra cts, Includ ing Procur ments of Materials and Equipme n t In all sollcitatlons, either by competitive b idding or negotiation , made by Contractor fo r w o rk to be performed u nder a subcontract, i ncluding procurements of mate ria ls or lease s o f equipment, each poten tial subcontractor o r supplier sha ll be not ifi ed by Co ntractor of Contractor's obligatfons under t his Contract and t e r eg ulatl on s re lative to non -disc rimination on t he grounds of race, color, creed, sex, disability, age or national origin. 4) San ct ions of Non-Compliance . In t he event of Contractor's non-comp li ance w i h the non-discrim ina t ion provis ions of t hls Contract, Public Agency sh all i mpose such Contract sanction s as it or the FTA may determi ne lo be appropriate, induding, bu t not limited to : 1) Wit hh ol d ing of paym en t s to Contractor unde r the Contract until Contracto r comp li es , and/or; 2) Cancellation, termination or sus pen si on of the Contract, i n who le or in part . Contractor agrees t o Include the requirements of this cla use in each subcontrac t financed In whole or In part with Federal ass istance pro vided by FrA , rnodified only if necessary to identify the affected pa rties DISADVANTAG ED BUSINESS PARTIC IPATION Thi s Co nt ract i subj ct 1o the re quireme nts of T1tle 49, Code of Federal Reg ul ations, Part 26 , "Pa rticip ation by Disadvantaged Busin ess Enterprises in Department of Transportation Financ ial Ass ist ance Programs N. t herefore, it is the policy of th e De partment ofTransportat io n (DOT) l o ensure t hat Dis advant ged Bu siness Enterprises {DBEs), as defined in 49 CFR Part 26 , have an equa l opportunitY to r eceive and pa rt ic lpa e in the perfo rm ance of DOT-assisted contracts . i ! Passpor t 1) Non-Di scrim in ation Assurances. Co ntra ct or or su bcon tracto r sha ll not discriminate on t h e bas is of race, color, nationa l origin, or se x in t he performance of th is Co ntraa. Con t r actor sha ll ca rry out all applicab ler quir ment.s of 49 CFR Pa rt 26 in the award an d admi is tration of DOT -assisted contracts. Fc1 ilur by Contractor to carry out these requirem ents 1s a material breac h of t his Contract, which may resu l in t he t er mination of this Con t ract or other such remedy as pub lic agency deem s approp riate . Ea ch subcontract Con tractor signs with a subcontractor must include t he assuran e in th is parag ra ph , (S ee 49 CFR 26 ,13(bl), passportinc.com rt:o@oassoortinc com 2020 Passport Labs, I nc ■1 I 145 315 2) Prompt Payment. Contractor ls requ i red to pay eac h subcontractor performing Work unde r this prime Contract for satis facto ry performance or that work no rat er tha n thi rty (30) days after Contractor's recefpt of payment or that Work from public age ncy , In add ition, Contracto r is r equi red to return any retai na ge payments to t ho se su bcontractors wi thi n t hi rty (30) days after th e subcontractor's wor r ela ted to th is Co t ract is sa tisfa cto rily completed and any lie ns have bee n secured . Any delay or postponement of payment from the above t ime frames may occu r onl y for good cause fo ll owing written approval of pub li c agency. Th is cl ause applies to bo th DBE and non -DBE subcontractors. Con rac tor mu.st promptly not ify public agency whenever a DBE subcontractor pe rformin g Work rel ated to t his Contract is terminated or fai ls to com pl t e Its Work, and must make good fai t h efforts to ngag anoth r DBE subc ontractor t o perrorm at least the same amount of work . Cont ractor may not terminate any DBE subcon t r act or and perform t ha t Work t hr ough i t s own fo rc es, or those of an affi li ate, without prior written consent of pub lic agency . 31 DBE Pr ram . In connect ion with the perfo r mance of t his Contract, Contra ctor will cooperate with pu bli c agency in meeting it s comm itments a d goa ls to ens ure that DBEs sh all ha ve the m ax imum practicable opportunity to compete for subwntract work, regar dless of whether a contract goal is se t for this Contract. Contractor agrees to use good fait h efforts to carry out a po licy in the award of its subcontract s, agen t agre ments, and pro curement contracts w h ,c h w ill, t o the fu ll est ext ent, utilize DBE s consistent w it h the efficient performance of t he Contract . EN ERGY CONSERVAT ION REQU IREM ENTS Contractor agrees to comply w ith manda t ory standards-and policies re latlngto ene r gy effici ency which are co t ained in ll1 Slate energy conservatio n p lans iss ued und er t he Energy Pol icy and Con servation A ct , as amen ded , 42 U.S.C Secti ons 632.1 et seq. and 41 CFR Part 301-10 . FED ERAL CHA NGES Contractor sha ll at all times comply With all applicab le FTA regu lations , polic[es, proce dures and dir ectives, Including without limitation t hose li st d directl y or by reference in t he Contract betw een ublic age n y and the FTA , as they may be amended or prom !gated from time to t ime during t he term of th is contract. Contra ctor's fai lu re to so comp ly shal l const itute a materia l b reach of t his Contract . INCO RPO RAT IO N OF FEDE RA L TRAN SIT ADM INIS TRATION (FTA) TERMS Th e provisions includ e, in part, certain Stand rd Terms and Cond it.ions required by the U.S . Department of Transpo rtatio n (DOTI , whether or not express ly set forth in t h e pre ce ding Co nt rac t provisions . All contractual provisions required by the DOT, as set forth in the most current FTA ircu la r 422.0 .lf , dated November 1, 2008, are here by Incorporated by re ference. Anything t o tne contrary herein notwithstanding, all FTA mand ated terms sha ll be deemed to control in the event of a conflict w ith ot her provision s contained in t hi s Co nt rac t. Contra ctor agrees not t o perform any act, fall t o pe rform any act , or refus e to comply with any pu b lic agency requests that w ou ld cau se public agency to b e 1n vrolation of t1 1e FTA terms and cond i t ion s. NO FED ERA L GOVERNM ENT OBLIGAT ION S TO THIRD PARTI ES Age ncy an d Co ntr ctor ack nowle dge and agree that , abse nt he Federal Gove rnm ent's exp ress written consent and notwithstanding any concurrence by the Fe de r al Government in or approva l of the solicitation or award of the un derlying Cont ract, t he Federa l Government is not a party t o thls Contract an d shall not be subj ect t o any obliga t ions o r liab ilities to agen cy, Contractor, o r any other pa rty (whet her or not a party to that co ntract) pertai ning o any matter resulting from the underlying Contract. i! Passpor t passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc ■ 1 I _ 146 316 Contractor agrees to Include the above clause In each subcontract financed in whole or In part with federal assistance provided by !Ire FTA . It ,sfurther agreed that the clause shall 1101 be modified, e c pt t a identify Ure subcantract ar wfla will be subject to its prov isions. PROGRAM FRAUD AND FAlSE OR FRAU DU LENT STATEMENTS Contractor acknowledges t hat the provisions of th e Program Fraud CIVI i Remed ies Act of 1986, as amend d , 31 U.S.C. §§ 3801 et seq. and U.S. DOT regulations, "Program Fra ud Civil Remed i es," 49 CFR Part 31 , apply to its actions pertaining Id this Contract. Upon execution of the underlying Contract , Con ractor certifies or affirms the trut f ulne ss and accuracy of any statement it has mad , 1t makes , it may make , or ca uses to me made , pertaining to the underlying Contract or the FT A assisted proj ect for wh ich this Co nt ract Work is being performed . In addi t ion to other penal Lies that may be app li ca ble , Con tractor fu rther acknow ledges that if it ma kes, or causes to be made, a fa lse, fictit ious, or fraudulent claim, sta t ement, submiss ion, or certification, the Federa l Government reserves the right to Impose tile pena lties of th e Program Fraud Civ il Reme di es Act of 1986 on Cont ractor to the extent t h Federal Gov ernment dee ms app ro priate. Contractor also acknowledges that if it makes, or causes to me made , a false , fict itious, or fraudulent claim , statement, submiss ion, or certificat ion t o t he Fede ral Gov rnment under a contract connected with a project that is financed in whol e or in part w ith Fed eral assistance orig inally awarded by FT,A under the au t hority of 49 U.S.C. § 5307, the Government reserves t he right to impose the penalties of 18 U.S.C. § 1001 and 49 U.S.C. § 5307 (n)(l) on th e Contra ctor, to the extent the Federal Government deems appropriate . Con traclor agrees to include tl,e above clauses i n each subcontract financed in whole or in part with Federa l assistance provided by FIA It ;s further agreed that the douses shall /Jot be modified, except to identify the subcontractor who will be subject to the provisions . i ! Passport passportinc.com rfo@oassportinc com 2020 Passport Labs, Inc Khnslia n Guti e rrez , CRO 11 /1 0/2020 ■ 1 I _ 147 317 State Notice Addendum State Notice Addendum The Nationa l Cooperative Purchasing Alliance (NCPA), on beha lf of NCPA and its current and potentia l pa rti cipants to include al l county, ci ty , specia l district, loca l government , schoo l district , p rivat e K-12 school, hi gher educat ion inst it ution, state. triba l government , ot her government agency , healthcare organization, nonprofit organiza t ion and all other Publ ic Ag encies loc at ed nationa ll y in all f ifty sta t es , iss ues th is Request for Pr oposal (RFP) to res ul t in a nat io nal cont ract. For you r re ference, the li nks below include som e, but not all , of the en ti t i s in clu ded in this pro po sal : http://www.usa .gov/Ag enc ies/S ta te and Terri tor ies.shtm l l1ttps://www.usa.g ov/local -governmen t s i ! Passport IRUUVID I pass portinc.com rfp@passportinc com 2020 Passport Labs , Inc K hristian G utierrez, C AO 11/10/2020 •1 I 148 Region XIV Education Service Center 1850 Highway 351 Abilene, TX 79601-4750 325-675-8600 FAX 325-675-8659 Monday, June 5th, 2023 Passport Labs, Inc. ATTN: Khristian Gutierrez 128 S. Tyron Street, Suite 2200 Charlotte, NC 28202 Re: Annual Renewal of NCPA contract #05-51 Dear Khristian: Region XIV Education Service Center is happy to announce that Passport Labs, Inc. has been awarded an annual contract renewal for Integrated Parking Management System based on the proposal submitted to Region XIV ESC. The contract will expire on December 31st, 2024, completing the fourth year of a possible five-year term. If your company is not in agreement, please contact me immediately. If you have any questions or concerns, feel free to contact me at 325-675-8600. Sincerely, Shane Fields Region XIV, Executive Director DocuSign Envelope ID: 3708D318-4BEC-4FBF-A021-274FC3994D30 318326 PRESS RELEASE Acquisition of NCPA Offers Additional Value to the Market FRANKLIN, Tenn., Dec. 6, 2022 /PRNewswire/ -- OMNIA Partners announces the acquisition of National Cooperative Purchase Alliance (NCPA), a leading national government purchasing cooperative based in Houston, TX. This most recent acquisition enriches OMNIA Partners as the nation's most experienced cooperative purchasing organization serving state and local government, K-12 education, and higher education institutions. The successful integration of NCPA into OMNIA Partners augments the organization's differentiators of unparalleled scale and expertise while driving increased savings and efficiency for the purchasing community. "OMNIA Partners is recognized as the leader in cooperative purchasing by continually creating additional value and delivering extensive solutions to our participants and suppliers," said M. Todd Abner, Founder, President & CEO of OMNIA Partners. "The acquisition of NCPA enhances our value in the public sector market by adding additional world class supplier partners and further extending OMNIA Partners reach into the public sector." OMNIA Partners, Public Sector will continue to utilize the lead agency contracting process that has become a strategic best practice in public procurement. All contracts available in the portfolio have been competitively solicited and publicly awarded by a lead agency. The expansive contract portfolio and all contract documentation may be viewed on the website. "NCPA is thrilled to join OMNIA Partners," says Matthew Mackel, Director of Business Development, NCPA. "The merger of our two organizations will provide procurement teams immediate access to a 319 larger offering of innovative, world-class solutions that will transform their purchasing process." About OMNIA Partners OMNIA Partners, Public Sector is the nation's largest and most experienced cooperative purchasing organization dedicated to public sector procurement. Our immense purchasing power and industry- leading suppliers have produced a comprehensive portfolio of cooperative contracts and partnerships, making OMNIA Partners the most valued and trusted resource for organizations nationwide. Through the economies of scale created by OMNIA Partners, our participants now have access to an extensive portfolio of competitively solicited and publicly awarded agreements. The lead agency contracting process continues to be the foundation on which we are founded. OMNIA Partners is proud to offer more value and resources to K -12 education, state and local government, higher education, and non - profits. 320 Document Number FEI/EIN Number Date Filed State Status Last Event Event Date Filed Event Effective Date Department of State / Division of Corporations / Search Records / Search by Entity Name / Detail by Entity Name Foreign Profit Corporation PASSPORT LABS, INC. Filing Information F16000001150 46-4987364 03/09/2016 DE ACTIVE NAME CHANGE AMENDMENT 01/12/2018 NONE Principal Address 128 S Tryon Street Suite 1000 Charlotte, NC 28202 Changed: 02/24/2023 Mailing Address 128 S Tryon Street Suite 1000 Charlotte, NC 28202 Changed: 03/05/2022 Registered Agent Name & Address CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 Name Changed: 02/02/2018 Address Changed: 02/02/2018 Officer/Director Detail Name & Address Title Director D C Florida Department of State 5/9/24, 2:01 PM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=PASSPO…1/3321 YOUAKIM, BOB 128 S Tryon Street Suite 1000 Charlotte, NC 28202 Title Director Maxwell, Bret 40 Skokie Blvd Suite 430 Northbrook, IL 60062 Title CEO Mooney, Brian 10288 N Osceola Dr Westminster, CO 80031 Title Director Kairouz, Habib 152 West 57th Street Carnegie Hall Tower 23rd Floor New York, NY 10019 Title Director Gohman, Keri 3262 Holiday Ct San Diego, CA 92037 Title Director Harris, Matthew 632 Broadway New York, NY 10012 Title President Parks, James 128 S Tryon Street Suite 1000 Charlotte, NC 28202 Title Chief Human Resources Officer Davies, Karin 128 S Tryon Street Suite 1000 Charlotte, NC 28202 5/9/24, 2:01 PM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=PASSPO…2/3322 Title Chief Revenue Officer Rogers, Douglas 128 S Tryon Street Suite 1000 Charlotte, NC 28202 Title Director MOONEY, BRIAN 10288 N Osceola Dr Westminster, CO 80031 Annual Reports Report Year Filed Date 2023 02/24/2023 2023 10/02/2023 2024 02/07/2024 Document Images 02/07/2024 -- ANNUAL REPORT View image in PDF format 10/02/2023 -- AMENDED ANNUAL REPORT View image in PDF format 02/24/2023 -- ANNUAL REPORT View image in PDF format 03/05/2022 -- ANNUAL REPORT View image in PDF format 04/23/2021 -- ANNUAL REPORT View image in PDF format 02/28/2020 -- ANNUAL REPORT View image in PDF format 02/05/2019 -- ANNUAL REPORT View image in PDF format 02/02/2018 -- Reg. Agent Change View image in PDF format 01/16/2018 -- ANNUAL REPORT View image in PDF format 01/12/2018 -- Name Change View image in PDF format 10/02/2017 -- REINSTATEMENT View image in PDF format 03/09/2016 -- Foreign Profit View image in PDF format Florida Department of State, Division of Corporations 5/9/24, 2:01 PM Detail by Entity Name https://search.sunbiz.org/Inquiry/CorporationSearch/SearchResultDetail?inquirytype=EntityName&directionType=Initial&searchNameOrder=PASSPO…3/3323 128 S TRYON STREET SUITE 1000 CHARLOTTE, NC 28202 Current Principal Place of Business: Current Mailing Address: 128 S TRYON STREET SUITE 1000 CHARLOTTE, NC 28202 US Entity Name: PASSPORT LABS, INC. DOCUMENT# F16000001150 FEI Number: 46-4987364 Certificate of Status Desired: Name and Address of Current Registered Agent: CORPORATION SERVICE COMPANY 1201 HAYS STREET TALLAHASSEE, FL 32301-2525 US The above named entity submits this statement for the purpose of changing its registered office or registered agent, or both, in the State of Florida. SIGNATURE: Electronic Signature of Registered Agent Date Officer/Director Detail : I hereby certify that the information indicated on this report or supplemental report is true and accurate and that my electronic signature shall have the same legal effect as if made under oath; that I am an officer or director of the corporation or the receiver or trustee empowered to execute this report as required by Chapter 607, Florida Statutes; and that my name appears above, or on an attachment with all other like empowered. SIGNATURE: Electronic Signature of Signing Officer/Director Detail Date FILED Feb 07, 2024 Secretary of State 6007697173CC BRIAN MOONEY CEO 02/07/2024 2024 FOREIGN PROFIT CORPORATION ANNUAL REPORT No Title DIRECTOR Name YOUAKIM, BOB Address 128 S TRYON STREET SUITE 1000 City-State-Zip:CHARLOTTE NC 28202 Title CEO Name MOONEY, BRIAN Address 10288 N OSCEOLA DR City-State-Zip:WESTMINSTER CO 80031 Title DIRECTOR Name GOHMAN, KERI Address 3262 HOLIDAY CT City-State-Zip:SAN DIEGO CA 92037 Title PRESIDENT Name PARKS, JAMES Address 128 S TRYON STREET SUITE 1000 City-State-Zip:CHARLOTTE NC 28202 Title DIRECTOR Name MAXWELL, BRET Address 40 SKOKIE BLVD SUITE 430 City-State-Zip:NORTHBROOK IL 60062 Title DIRECTOR Name KAIROUZ, HABIB Address 152 WEST 57TH STREET CARNEGIE HALL TOWER 23RD FLOOR City-State-Zip:NEW YORK NY 10019 Title DIRECTOR Name HARRIS, MATTHEW Address 632 BROADWAY City-State-Zip:NEW YORK NY 10012 Title CHIEF HUMAN RESOURCES OFFICER Name DAVIES, KARIN Address 128 S TRYON STREET SUITE 1000 City-State-Zip:CHARLOTTE NC 28202 Continues on page 2 324 Title DIRECTOR Name MOONEY, BRIAN Address 10288 N OSCEOLA DR City-State-Zip:WESTMINSTER CO 80031 Officer/Director Detail Continued : Title CHIEF REVENUE OFFICER Name ROGERS, DOUGLAS Address 128 S TRYON STREET SUITE 1000 City-State-Zip:CHARLOTTE NC 28202 325 Region XIV Education Service Center 1850 Highway 351 Abilene, TX 79601-4750 325-675-8600 FAX 325-675-8659 Monday, June 5th, 2023 Passport Labs, Inc. ATTN: Khristian Gutierrez 128 S. Tyron Street, Suite 2200 Charlotte, NC 28202 Re: Annual Renewal of NCPA contract #05-51 Dear Khristian: Region XIV Education Service Center is happy to announce that Passport Labs, Inc. has been awarded an annual contract renewal for Integrated Parking Management System based on the proposal submitted to Region XIV ESC. The contract will expire on December 31st, 2024, completing the fourth year of a possible five-year term. If your company is not in agreement, please contact me immediately. If you have any questions or concerns, feel free to contact me at 325-675-8600. Sincerely, Shane Fields Region XIV, Executive Director DocuSign Envelope ID: 3708D318-4BEC-4FBF-A021-274FC3994D30 318326