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Smart Card Alliance Presentation California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005

California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

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Page 1: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

Smart Card Alliance Presentation

California Regional Smart Card Fare Collection ProgramsProject Status Updates

Miami, FLOctober 13, 2005

Page 2: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

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Table Of Contents

Overview

TransLink® – San Francisco Region

TAP – Los Angeles Region

Conclusion

Page 3: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

Overview

Transit agencies in three California regions are implementing smart cards for fare payment

Regions and Participating Agencies

Los Angeles

Los Angeles MetroFoothill Transit

Montebello Bus LinesTorrance Transit

Santa Clarita TransitAntelope Valley TransitCulver City Bus Lines

Norwalk TransitMetroLinkLA DOTGardena

Long Beach TransitSanta Monica Big Blue Bus

Los Angeles

Los Angeles MetroFoothill Transit

Montebello Bus LinesTorrance Transit

Santa Clarita TransitAntelope Valley TransitCulver City Bus Lines

Norwalk TransitMetroLinkLA DOTGardena

Long Beach TransitSanta Monica Big Blue Bus

San Francisco

BARTCaltrain

MuniGolden Gate Transit

VTAAC TransitSamTrans

14 other operators

San Francisco

BARTCaltrain

MuniGolden Gate Transit

VTAAC TransitSamTrans

14 other operators

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Page 4: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

Translink

Over 700,000 daily transit riders are expected to use TransLink®

in the San Francisco Bay Area20+ agencies operating transit in the Bay Area will participate in the TransLink® program– Modes include bus, rail, and ferry– These operators provide over 465 million trips to

patrons every year

Implementation will occur in two phases– Phase I pilot involved 6 core agencies and 4,000

transit riders and was successfully completed in 2003

– Phase II full rollout was approved by the Bay Area constituents in 2003 with a rolling deployment schedule from early 2006 through 2007

Use at TransLink® for parking is also being considered

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Page 5: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

Translink

TransLink® provides a network of connected readers and cards for use in a multi-modal system

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Page 6: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

Translink

Moving from the pilot (Phase 1) to full implementation (Phase 2)has resulted in several challenges

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Expansion of the third party distribution network from approximately 40 retail outlets in Phase 1 to 400 in Phase 2 requires close coordination between the operators and the Contractor who is responsible for building and managing the network

TransLink® will roll out a fully functional system (autoload, multiple operators, multiple products) versus a more simplified system (for example, e-cash only, no autoload)

Alternative approach could have implemented Phase 1 in a more targeted manner

Operators are beginning to understand how to optimize their processes to reconcile fare payment using TransLink®

Additional equipment will be installed– Phase 1 involved installing equipment on 340 vehicles– Installation for the Phase 2 operators involves approximately 2,800 vehicles

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Translink

TransLink® is approaching the launch of the first Phase 2 operators

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Completed design review for first Phase 2 operators (Golden Gate Transit and AC Transit)

Successfully cut over from Phase 1 to Phase 2 backend

Brought in program director to provide high-level strategic direction and guidance for the TransLink® Contract

About to begin end-to-end testing and installation of equipment

Began exploring options for promoting employer (flexible benefits) programs using TransLink®

Began working closely with Golden Gate Transit and AC Transit to prepare for impending launch

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TAP

Los Angeles Metro’s Smart Card program grew out of regional initiatives

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Replacement and upgrade of all Metro fare equipment– Fareboxes– Division Revenue Equipment– Ticket Vending Machines– Rail Card Validators– Hand Held Validators– Point of Sales Devices

Municipal operators purchasing similar equipment based on Metro’s contract

County-wide project to establish a universal fare medium – a smart card branded the TAP card

Page 9: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

TAP

Phase 1 is underway with more than 600 buses and 100 TVMsinstalled at LA Metro

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Fareboxes are currently being installed in the 4th of 11 bus divisions

TVMs are installed on 1st of 3 light rail lines, portions of the Metro Red Line subway, and the Metro Orange Line

Currently, in excess of 250,000 cash transactions are captured each day

Metro Orange Line opens October 29

Page 10: California Regional Smart Card Fare Collection Programs · California Regional Smart Card Fare Collection Programs Project Status Updates Miami, FL October 13, 2005. Filename/RPS

TAP

Smart cards are in the hands of 10,000 Metro employees

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Metro employees use a combination HID/Mifare employee badge for building access, transit access, and interface to other enterprise systems

Bus operators use employee badges to simplify logon to the integrated Fare Collection and CAD/AVL systems

Smart Card Pilot testing scheduled for early 2006

Metro Bus Network

Metro Rail

Network

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TAP

Phase 2 extends the TAP card to the region under the TAP ServiceCenter Provider

Regional TAP Service Center

Service CenterService Center

FinancialSettlementFinancial

Settlement

TransactionData

Cardholder/Participant ServicesCardholder/Participant Services

Card Base Management

Distribution Management

Customer Service

– 1-800-TAPTOGO

– www.TAPTOGO.netThird-Party Vendor Enrollment & Management

Participant Support

Card Base Management

Distribution Management

Customer Service

– 1-800-TAPTOGO

– www.TAPTOGO.netThird-Party Vendor Enrollment & Management

Participant Support

Financial Settlement ProcessingFinancial Settlement Processing

Settlement ACH File Processing to the Participant Bank Accounts

Refund Processing

Reconciliation of internal and external financial accounts

Settlement ACH File Processing to the Participant Bank Accounts

Refund Processing

Reconciliation of internal and external financial accounts

Data Collection and ReportingData Collection and Reporting

TAP Usage Data Upload and Device Configuration Download

TAP Systems Monitoring

Detailed TAP Transaction Reporting

Research and Analytical reporting

TAP Usage Data Upload and Device Configuration Download

TAP Systems Monitoring

Detailed TAP Transaction Reporting

Research and Analytical reporting

CustomerServiceCenter

CustomerServiceCenter

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Conclusion

Smart Cards are heading West

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